The Analysis of MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holdings
Currently, MARK SHEPTOFF FINANCIAL PLANNING, LLC holds 507 types of securities in its portfolio with a total value $209.8M. In the most recent quarter, they have increased their positions in HMY (+39.0K shares, valued at $775.1K), EVTR (+13.8K shares, valued at $710.8K), GILD (+5.7K shares, valued at $693.6K); decreased their positions in KTOS (-10.0K shares, valued at $759.1K), UNH (-1.9K shares, valued at $632.8K), PFF (-12.2K shares, valued at $378.0K); initiated new positions in HMY (+39.0K shares, valued at $775.1K), EVTR (+13.8K shares, valued at $710.8K), GILD (+5.7K shares, valued at $693.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP48.3K shares-0.57%2025-12-312026-02-12
NEE NEXTERA ENERGY INC183.4K shares0.12%2025-12-312026-02-12
PLTR PALANTIR TECHNOLOGIES INC72.8K shares-0.28%2025-12-312026-02-12
AAPL APPLE INC46.7K shares0.00%2025-12-312026-02-12
CELESTICA INC CELESTICA INC30.3K shares-2.51%2025-12-312026-02-12
RTX RTX CORPORATION44.3K shares9.26%2025-12-312026-02-12
JNJ JOHNSON & JOHNSON35.6K shares0.36%2025-12-312026-02-12
TSLA TESLA INC16.0K shares-0.80%2025-12-312026-02-12
VEEV VEEVA SYS INC28.4K shares6.39%2025-12-312026-02-12
PEP PEPSICO INC40.8K shares-3.51%2025-12-312026-02-12
ABBV ABBVIE INC25.4K shares0.00%2025-12-312026-02-12
ABT ABBOTT LABS42.8K shares0.82%2025-12-312026-02-12
VRTX VERTEX PHARMACEUTICALS INC10.2K shares-4.87%2025-12-312026-02-12
UNH UNITEDHEALTH GROUP INC9.2K shares-17.17%2025-12-312026-02-12
NVDA NVIDIA CORPORATION16.2K shares-3.34%2025-12-312026-02-12
V VISA INC8.5K shares-0.02%2025-12-312026-02-12
COST COSTCO WHSL CORP NEW3.0K shares0.00%2025-12-312026-02-12
CIBR FIRST TR EXCHANGE TRADED FD34.8K shares0.04%2025-12-312026-02-12
KO COCA COLA CO28.8K shares0.01%2025-12-312026-02-12
VYM VANGUARD WHITEHALL FDS11.1K shares5.23%2025-12-312026-02-12
IHAK ISHARES TR32.1K shares-0.31%2025-12-312026-02-12
BAI BLACKROCK ETF TRUST45.9K shares1.35%2025-12-312026-02-12
KTOS KRATOS DEFENSE & SEC SOLUTIO19.0K shares-34.48%2025-12-312026-02-12
MDLZ MONDELEZ INTL INC23.6K shares0.01%2025-12-312026-02-12
AMZN AMAZON COM INC5.5K shares0.00%2025-12-312026-02-12
AEP AMERICAN ELEC PWR CO INC10.7K shares11.49%2025-12-312026-02-12
HD HOME DEPOT INC3.5K shares0.00%2025-12-312026-02-12
AWK AMERICAN WTR WKS CO INC NEW9.1K shares-8.22%2025-12-312026-02-12
HIG HARTFORD INSURANCE GROUP INC7.8K shares0.00%2025-12-312026-02-12
FAS DIREXION SHS ETF TR6.0K shares0.00%2025-12-312026-02-12
VIG VANGUARD SPECIALIZED FUNDS4.3K shares20.87%2025-12-312026-02-12
TKR TIMKEN CO12.5K shares0.00%2025-12-312026-02-12
SPY SPDR S&P 500 ETF TR1.3K shares0.00%2025-12-312026-02-12
LMT LOCKHEED MARTIN CORP1.7K shares0.60%2025-12-312026-02-12
PG PROCTER AND GAMBLE CO5.6K shares-4.45%2025-12-312026-02-12
TTC TORO CO10.0K shares0.00%2025-12-312026-02-12
HMY HARMONY GOLD MINING CO LTD39.0K sharesnew addition2025-12-312026-02-12
NVS NOVARTIS AG5.5K shares12.21%2025-12-312026-02-12
PWR QUANTA SVCS INC1.8K shares0.00%2025-12-312026-02-12
LLY ELI LILLY & CO705 shares0.00%2025-12-312026-02-12
CRDO CREDO TECHNOLOGY GROUP HOLDI5.2K shares1.98%2025-12-312026-02-12
EVTR MORGAN STANLEY ETF TRUST13.8K sharesnew addition2025-12-312026-02-12
SJM SMUCKER J M CO7.2K shares-1.38%2025-12-312026-02-12
XLV SELECT SECTOR SPDR TR4.5K shares17.56%2025-12-312026-02-12
GILD GILEAD SCIENCES INC5.7K sharesnew addition2025-12-312026-02-12
TXN TEXAS INSTRS INC3.7K shares0.00%2025-12-312026-02-12
DVN DEVON ENERGY CORP NEW16.8K shares0.00%2025-12-312026-02-12
XLI SELECT SECTOR SPDR TR3.9K sharesnew addition2025-12-312026-02-12
CL COLGATE PALMOLIVE CO7.6K shares0.00%2025-12-312026-02-12
TRV TRAVELERS COMPANIES INC2.0K shares0.00%2025-12-312026-02-12
HON HONEYWELL INTL INC2.9K shares-4.12%2025-12-312026-02-12
ORLY OREILLY AUTOMOTIVE INC6.0K shares0.00%2025-12-312026-02-12
IVV ISHARES TR786 shares-13.82%2025-12-312026-02-12
CCJ CAMECO CORP5.7K shares3.64%2025-12-312026-02-12
RYAN RYAN SPECIALTY HOLDINGS INC10.0K shares-13.82%2025-12-312026-02-12
CFG CITIZENS FINL GROUP INC8.7K sharesnew addition2025-12-312026-02-12
ATRO ASTRONICS CORP9.1K shares1.12%2025-12-312026-02-12
SYM SYMBOTIC INC8.0K shares-12.15%2025-12-312026-02-12
PFE PFIZER INC18.7K shares-4.58%2025-12-312026-02-12
KGC KINROSS GOLD CORP15.5K shares25.96%2025-12-312026-02-12
NLR VANECK ETF TRUST3.4K shares0.00%2025-12-312026-02-12
PYPL PAYPAL HLDGS INC7.1K shares-0.42%2025-12-312026-02-12
WM WASTE MGMT INC DEL1.9K shares0.00%2025-12-312026-02-12
VTI VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-12
HEI HEICO CORP NEW1.1K shares0.00%2025-12-312026-02-12
MA MASTERCARD INCORPORATED635 shares0.00%2025-12-312026-02-12
T AT&T INC14.4K shares0.08%2025-12-312026-02-12
MCD MCDONALDS CORP1.2K shares0.00%2025-12-312026-02-12
WMT WALMART INC3.1K shares5.08%2025-12-312026-02-12
CSCO CISCO SYS INC4.2K shares0.00%2025-12-312026-02-12
PEG PUBLIC SVC ENTERPRISE GRP IN4.0K shares0.00%2025-12-312026-02-12
PAAS PAN AMERN SILVER CORP6.1K shares6.87%2025-12-312026-02-12
ALPHABET INC ALPHABET INC987 shares0.00%2025-12-312026-02-12
CSX CSX CORP8.5K shares0.00%2025-12-312026-02-12
HNGE HINGE HEALTH INC6.5K shares0.00%2025-12-312026-02-12
MMC MARSH & MCLENNAN COS INC1.6K shares0.00%2025-12-312026-02-12
KRMN KARMAN HLDGS INC4.0K shares8.00%2025-12-312026-02-12
TVTX TRAVERE THERAPEUTICS INC7.8K shares675.00%2025-12-312026-02-12
HRL HORMEL FOODS CORP12.4K shares-35.69%2025-12-312026-02-12
META META PLATFORMS INC446 shares9.85%2025-12-312026-02-12
CLM CORNERSTONE STRATEGIC INVEST34.9K shares0.00%2025-12-312026-02-12
CGUS CAPITAL GROUP CORE EQUITY ET7.2K shares-3.92%2025-12-312026-02-12
OGE OGE ENERGY CORP6.6K shares0.00%2025-12-312026-02-12
ED CONSOLIDATED EDISON INC2.8K shares0.00%2025-12-312026-02-12
ET ENERGY TRANSFER L P16.3K shares5.17%2025-12-312026-02-12
LOW LOWES COS INC1.1K shares0.00%2025-12-312026-02-12
JPM JPMORGAN CHASE & CO.940 shares0.00%2025-12-312026-02-12
ENS ENERSYS1.6K shares0.00%2025-12-312026-02-12
XOM EXXON MOBIL CORP2.0K shares-2.50%2025-12-312026-02-12
RCAT RED CAT HLDGS INC27.2K shares26.51%2025-12-312026-02-12
DIS DISNEY WALT CO1.9K shares0.00%2025-12-312026-02-12
BMY BRISTOL-MYERS SQUIBB CO3.9K shares420.00%2025-12-312026-02-12
URI UNITED RENTALS INC250 shares0.00%2025-12-312026-02-12
OKE ONEOK INC NEW2.7K shares97.26%2025-12-312026-02-12
FELV FIDELITY COVINGTON TRUST5.7K shares0.41%2025-12-312026-02-12
NSC NORFOLK SOUTHN CORP650 shares0.00%2025-12-312026-02-12
GE AEROSPACE GE AEROSPACE599 shares0.00%2025-12-312026-02-12
DHR DANAHER CORPORATION800 shares0.00%2025-12-312026-02-12
ALPHABET INC ALPHABET INC540 shares0.00%2025-12-312026-02-12
GPC GENUINE PARTS CO1.4K shares0.00%2025-12-312026-02-12
SYY SYSCO CORP2.3K shares0.00%2025-12-312026-02-12
CLX CLOROX CO DEL1.6K shares-60.98%2025-12-312026-02-12
FI FISERV INC2.4K shares0.00%2025-12-312026-02-12
CGDV CAPITAL GROUP DIVIDEND VALUE3.5K shares40.59%2025-12-312026-02-12
EOG EOG RES INC1.4K shares0.00%2025-12-312026-02-12
MU MICRON TECHNOLOGY INC500 shares5.26%2025-12-312026-02-12
GDX VANECK ETF TRUST1.7K shares0.18%2025-12-312026-02-12
MMM 3M CO888 shares0.00%2025-12-312026-02-12
CHKP CHECK POINT SOFTWARE TECH LT766 shares0.00%2025-12-312026-02-12
CVS CVS HEALTH CORP1.8K shares0.00%2025-12-312026-02-12
HCA HCA HEALTHCARE INC300 shares0.00%2025-12-312026-02-12
LNT ALLIANT ENERGY CORP2.1K shares0.00%2025-12-312026-02-12
GLW CORNING INC1.6K shares0.00%2025-12-312026-02-12
VUG VANGUARD INDEX FDS273 shares0.00%2025-12-312026-02-12
CVX CHEVRON CORP NEW870 shares9.43%2025-12-312026-02-12
AMD ADVANCED MICRO DEVICES INC617 shares0.00%2025-12-312026-02-12
AJG GALLAGHER ARTHUR J & CO500 shares-1.38%2025-12-312026-02-12
RIVN RIVIAN AUTOMOTIVE INC6.5K shares0.00%2025-12-312026-02-12
SO SOUTHERN CO1.4K shares0.00%2025-12-312026-02-12
PSX PHILLIPS 66960 shares0.00%2025-12-312026-02-12
AUGO AURA MINERALS INC2.4K sharesnew addition2025-12-312026-02-12
BILS SPDR SERIES TRUST1.2K shares0.00%2025-12-312026-02-12
APP APPLOVIN CORP171 shares41.32%2025-12-312026-02-12
EBAY EBAY INC.1.3K shares0.00%2025-12-312026-02-12
EL LAUDER ESTEE COS INC1.1K shares-8.47%2025-12-312026-02-12
CB CHUBB LIMITED361 shares0.00%2025-12-312026-02-12
CTVA CORTEVA INC1.7K shares0.00%2025-12-312026-02-12
EMR EMERSON ELEC CO1.0K shares0.00%2025-12-312026-02-12
STZ CONSTELLATION BRANDS INC740 shares-71.97%2025-12-312026-02-12
STLD STEEL DYNAMICS INC600 shares0.00%2025-12-312026-02-12
FBCG FIDELITY COVINGTON TRUST1.8K shares0.00%2025-12-312026-02-12
GNW GENWORTH FINL INC15.1K shares0.00%2025-12-312026-02-12
PAGP PLAINS GP HLDGS L P5.2K shares0.00%2025-12-312026-02-12
BAC BANK AMERICA CORP1.8K shares109.05%2025-12-312026-02-12
TSM TAIWAN SEMICONDUCTOR MFG LTD324 shares0.00%2025-12-312026-02-12
CWST CASELLA WASTE SYS INC1.0K shares0.00%2025-12-312026-02-12
ORCL ORACLE CORP500 shares0.00%2025-12-312026-02-12
CRWD CROWDSTRIKE HLDGS INC200 shares0.00%2025-12-312026-02-12
CHD CHURCH & DWIGHT CO INC1.1K shares0.00%2025-12-312026-02-12
BROADCOM INC BROADCOM INC266 shares46.96%2025-12-312026-02-12
FLEX FLEX LTD1.5K shares0.00%2025-12-312026-02-12
LHX L3HARRIS TECHNOLOGIES INC501 shares0.00%2025-12-312026-02-12
CAT CATERPILLAR INC152 shares0.00%2025-12-312026-02-12
BA BOEING CO476 shares0.00%2025-12-312026-02-12
MTB M & T BK CORP426 shares0.00%2025-12-312026-02-12
CMCSA COMCAST CORP NEW2.8K shares0.00%2025-12-312026-02-12
INTC INTEL CORP3.4K shares0.00%2025-12-312026-02-12
VTV VANGUARD INDEX FDS431 shares-34.30%2025-12-312026-02-12
QQQM INVESCO EXCH TRADED FD TR II324 shares0.00%2025-12-312026-02-12
MET METLIFE INC1.0K shares0.00%2025-12-312026-02-12
MRCY MERCURY SYS INC1.1K shares0.00%2025-12-312026-02-12
CGBL CAPITAL GROUP CORE BALANCED2.3K shares0.26%2025-12-312026-02-12
NKE NIKE INC1.3K sharesnew addition2025-12-312026-02-12
GMED GLOBUS MED INC900 sharesnew addition2025-12-312026-02-12
UEC URANIUM ENERGY CORP6.7K sharesnew addition2025-12-312026-02-12
TEVA TEVA PHARMACEUTICAL INDS LTD2.5K sharesnew addition2025-12-312026-02-12
VB VANGUARD INDEX FDS300 shares0.00%2025-12-312026-02-12
REGN REGENERON PHARMACEUTICALS100 shares0.00%2025-12-312026-02-12
ISRA VANECK ETF TRUST1.3K sharesnew addition2025-12-312026-02-12
SNOW SNOWFLAKE INC342 shares0.00%2025-12-312026-02-12
ALL ALLSTATE CORP339 shares0.00%2025-12-312026-02-12
RING ISHARES INC950 shares0.00%2025-12-312026-02-12
EWJ ISHARES INC850 sharesnew addition2025-12-312026-02-12
VZ VERIZON COMMUNICATIONS INC1.7K shares0.00%2025-12-312026-02-12
ALC ALCON AG862 shares0.00%2025-12-312026-02-12
GFI GOLD FIELDS LTD1.6K shares23.96%2025-12-312026-02-12
IWF ISHARES TR140 shares0.00%2025-12-312026-02-12
SDY SPDR SERIES TRUST475 shares0.00%2025-12-312026-02-12
CMS CMS ENERGY CORP939 shares74.21%2025-12-312026-02-12
OTIS OTIS WORLDWIDE CORP724 shares0.00%2025-12-312026-02-12
XLF SELECT SECTOR SPDR TR1.1K shares685.62%2025-12-312026-02-12
IREN IREN LIMITED1.6K shares-15.79%2025-12-312026-02-12
GWRE GUIDEWIRE SOFTWARE INC300 shares0.00%2025-12-312026-02-12
PRU PRUDENTIAL FINL INC500 shares0.00%2025-12-312026-02-12
QUAL ISHARES TR284 shares0.00%2025-12-312026-02-12
PANW PALO ALTO NETWORKS INC300 shares0.00%2025-12-312026-02-12
SHEL SHELL PLC750 shares0.00%2025-12-312026-02-12
POR PORTLAND GEN ELEC CO1.1K shares0.00%2025-12-312026-02-12
UPRO PROSHARES TR452 shares0.00%2025-12-312026-02-12
REMX VANECK ETF TRUST700 shares0.00%2025-12-312026-02-12
ADP AUTOMATIC DATA PROCESSING IN200 shares0.00%2025-12-312026-02-12
JBND J P MORGAN EXCHANGE TRADED F935 shares-9.22%2025-12-312026-02-12
VCYT VERACYTE INC1.2K shares0.00%2025-12-312026-02-12
DNP DNP SELECT INCOME FD INC4.9K shares0.00%2025-12-312026-02-12
ZTS ZOETIS INC380 shares-38.11%2025-12-312026-02-12
CGGR CAPITAL GROUP GROWTH ETF1.1K shares88.65%2025-12-312026-02-12
MTUS METALLUS INC2.8K shares0.00%2025-12-312026-02-12
DVA DAVITA INC400 shares0.00%2025-12-312026-02-12
EA ELECTRONIC ARTS INC220 shares0.00%2025-12-312026-02-12
AMAT APPLIED MATLS INC169 shares0.00%2025-12-312026-02-12
DIA SPDR DOW JONES INDL AVERAGE90 shares0.00%2025-12-312026-02-12
GMAB GENMAB A/S1.4K shares0.00%2025-12-312026-02-12
DT DYNATRACE INC950 shares0.00%2025-12-312026-02-12
EW EDWARDS LIFESCIENCES CORP480 shares0.00%2025-12-312026-02-12
FBIN FORTUNE BRANDS INNOVATIONS I800 shares0.00%2025-12-312026-02-12
RWL INVESCO EXCH TRADED FD TR II341 shares0.00%2025-12-312026-02-12
MSB MESABI TR1.0K shares0.00%2025-12-312026-02-12
WST WEST PHARMACEUTICAL SVSC INC138 shares0.00%2025-12-312026-02-12
SCHV SCHWAB STRATEGIC TR1.3K shares0.00%2025-12-312026-02-12
ETR ENTERGY CORP NEW400 shares0.00%2025-12-312026-02-12
ITW ILLINOIS TOOL WKS INC150 shares0.00%2025-12-312026-02-12
UPS UNITED PARCEL SERVICE INC425 shares-29.17%2025-12-312026-02-12
ADBE ADOBE INC105 shares-2.78%2025-12-312026-02-12
RECS COLUMBIA ETF TR I886 shares130.13%2025-12-312026-02-12
DFAU DIMENSIONAL ETF TRUST770 shares0.00%2025-12-312026-02-12
ISPY PROSHARES TR783 shares74.78%2025-12-312026-02-12
BOND PIMCO ETF TR377 shares0.53%2025-12-312026-02-12
NFLX NETFLIX INC367 shares1368.00%2025-12-312026-02-12
ERIC TELEFONAKTIEBOLAGET LM ERICS3.5K shares0.00%2025-12-312026-02-12
PAYX PAYCHEX INC300 shares0.00%2025-12-312026-02-12
SPMO INVESCO EXCH TRADED FD TR II280 shares0.00%2025-12-312026-02-12
SPXL DIREXION SHS ETF TR150 shares0.00%2025-12-312026-02-12
SLF SUN LIFE FINANCIAL INC.530 shares0.00%2025-12-312026-02-12
XYL XYLEM INC240 shares0.00%2025-12-312026-02-12
LAMR LAMAR ADVERTISING CO NEW250 shares0.00%2025-12-312026-02-12
WMB WILLIAMS COS INC525 shares0.00%2025-12-312026-02-12
USMV ISHARES TR334 shares0.00%2025-12-312026-02-12
KEY KEYCORP1.5K shares0.33%2025-12-312026-02-12
HESM HESS MIDSTREAM LP900 shares0.00%2025-12-312026-02-12
COKE COCA COLA CONS INC200 shares0.00%2025-12-312026-02-12
IWP ISHARES TR217 shares0.00%2025-12-312026-02-12
NET CLOUDFLARE INC150 shares0.00%2025-12-312026-02-12
IJH ISHARES TR442 shares-27.18%2025-12-312026-02-12
TMO THERMO FISHER SCIENTIFIC INC50 shares0.00%2025-12-312026-02-12
NOBL PROSHARES TR274 shares0.00%2025-12-312026-02-12
IEUR ISHARES TR400 shares0.00%2025-12-312026-02-12
DXCM DEXCOM INC425 shares-15.00%2025-12-312026-02-12
IHI ISHARES TR450 shares0.00%2025-12-312026-02-12
RGTI RIGETTI COMPUTING INC1.3K shares-90.81%2025-12-312026-02-12
O REALTY INCOME CORP479 shares0.00%2025-12-312026-02-12
FDN FIRST TR EXCHANGE-TRADED FD100 shares0.00%2025-12-312026-02-12
IWD ISHARES TR126 shares0.00%2025-12-312026-02-12
AMT AMERICAN TOWER CORP NEW149 shares0.00%2025-12-312026-02-12
OTEX OPEN TEXT CORP800 shares0.00%2025-12-312026-02-12
IUSG ISHARES TR155 shares-66.08%2025-12-312026-02-12
FBND FIDELITY MERRIMACK STR TR559 shares0.90%2025-12-312026-02-12
XLC SELECT SECTOR SPDR TR214 shares0.00%2025-12-312026-02-12
GLDM WORLD GOLD TR294 shares0.00%2025-12-312026-02-12
VGK VANGUARD INTL EQUITY INDEX F300 shares0.00%2025-12-312026-02-12
IJT ISHARES TR177 shares0.00%2025-12-312026-02-12
FTV FORTIVE CORP450 shares0.00%2025-12-312026-02-12
MHK MOHAWK INDS INC225 shares0.00%2025-12-312026-02-12
EME EMCOR GROUP INC40 shares-60.00%2025-12-312026-02-12
VRT VERTIV HOLDINGS CO150 shares0.00%2025-12-312026-02-12
SPYM SPDR SERIES TRUST300 shares0.00%2025-12-312026-02-12
NUKZ EXCHANGE TRADED CONCEPTS TRU378 shares0.00%2025-12-312026-02-12
ENB ENBRIDGE INC500 shares0.00%2025-12-312026-02-12
CRCL CIRCLE INTERNET GROUP INC300 shares0.00%2025-12-312026-02-12
GLD SPDR GOLD TR60 shares0.00%2025-12-312026-02-12
PM PHILIP MORRIS INTL INC148 shares0.00%2025-12-312026-02-12
RBRK RUBRIK INC.300 shares0.00%2025-12-312026-02-12
NOK NOKIA CORP3.5K shares40.00%2025-12-312026-02-12
REVS COLUMBIA ETF TR I800 sharesnew addition2025-12-312026-02-12
GS GOLDMAN SACHS GROUP INC25 shares0.00%2025-12-312026-02-12
ROKU ROKU INC200 shares0.00%2025-12-312026-02-12
FUTU FUTU HLDGS LTD125 shares0.00%2025-12-312026-02-12
NML NEUBERGER ENGY INFRSTR & INC2.4K shares0.00%2025-12-312026-02-12
ALLY ALLY FINL INC450 shares0.00%2025-12-312026-02-12
GIS GENERAL MLS INC400 shares-23.81%2025-12-312026-02-12
HDV ISHARES TR165 shares0.00%2025-12-312026-02-12
BRO BROWN & BROWN INC250 sharesnew addition2025-12-312026-02-12
PAYC PAYCOM SOFTWARE INC125 shares0.00%2025-12-312026-02-12
EPD ENTERPRISE PRODS PARTNERS L620 shares0.00%2025-12-312026-02-12
EVRG EVERGY INC269 shares0.00%2025-12-312026-02-12
WELL WELLTOWER INC100 shares0.00%2025-12-312026-02-12
AGNC AGNC INVT CORP1.7K shares0.00%2025-12-312026-02-12
APD AIR PRODS & CHEMS INC75 shares0.00%2025-12-312026-02-12
COP CONOCOPHILLIPS200 shares0.00%2025-12-312026-02-12
XBI SPDR SERIES TRUST150 shares0.00%2025-12-312026-02-12
VCSH VANGUARD SCOTTSDALE FDS225 shares0.00%2025-12-312026-02-12
VV VANGUARD INDEX FDS56 shares0.00%2025-12-312026-02-12
PACS PACS GROUP INC450 sharesnew addition2025-12-312026-02-12
MS MORGAN STANLEY96 shares0.00%2025-12-312026-02-12
GDL GDL FD2.0K shares0.00%2025-12-312026-02-12
QCOM QUALCOMM INC97 shares0.00%2025-12-312026-02-12
ORA ORMAT TECHNOLOGIES INC150 shares0.00%2025-12-312026-02-12
AMGN AMGEN INC50 shares0.00%2025-12-312026-02-12
PAG PENSKE AUTOMOTIVE GRP INC100 shares0.00%2025-12-312026-02-12
HALO HALOZYME THERAPEUTICS INC235 shares-77.29%2025-12-312026-02-12
VICI VICI PPTYS INC559 shares0.00%2025-12-312026-02-12
AGX ARGAN INC50 shares-75.00%2025-12-312026-02-12
PYLD PIMCO ETF TR585 shares0.00%2025-12-312026-02-12
CRH PLC CRH PLC125 sharesnew addition2025-12-312026-02-12
FDL FIRST TR EXCHANGE-TRADED FD350 shares0.00%2025-12-312026-02-12
PFF ISHARES TR500 shares-96.07%2025-12-312026-02-12
SPSM SPDR SERIES TRUST330 shares153.85%2025-12-312026-02-12
XLU SELECT SECTOR SPDR TR360 shares100.00%2025-12-312026-02-12
NOW SERVICENOW INC100 sharesnew addition2025-12-312026-02-12
NEO NEOGENOMICS INC1.3K shares0.00%2025-12-312026-02-12
PTRB PGIM ETF TR362 shares0.00%2025-12-312026-02-12
VGSH VANGUARD SCOTTSDALE FDS255 shares0.00%2025-12-312026-02-12
SPYG SPDR SERIES TRUST138 shares0.00%2025-12-312026-02-12
BLFS BIOLIFE SOLUTIONS INC600 shares0.00%2025-12-312026-02-12
DVY ISHARES TR100 shares0.00%2025-12-312026-02-12
FNDX SCHWAB STRATEGIC TR518 shares0.00%2025-12-312026-02-12
STRL STERLING INFRASTRUCTURE INC46 shares0.00%2025-12-312026-02-12
PSI INVESCO EXCHANGE TRADED FD T175 shares0.00%2025-12-312026-02-12
GNRC GENERAC HLDGS INC100 shares0.00%2025-12-312026-02-12
AZN ASTRAZENECA PLC145 shares0.00%2025-12-312026-02-12
PATH UIPATH INC800 sharesnew addition2025-12-312026-02-12
IJR ISHARES TR109 shares0.00%2025-12-312026-02-12
EXC EXELON CORP300 shares0.00%2025-12-312026-02-12
VTRS VIATRIS INC1.0K shares-63.63%2025-12-312026-02-12
NFLT ETFIS SER TR I558 shares1.64%2025-12-312026-02-12
IBM INTERNATIONAL BUSINESS MACHS100 shares0.00%2025-12-312026-02-12
BCS BARCLAYS PLC500 shares66.67%2025-12-312026-02-12
CGW INVESCO EXCH TRADED FD TR II200 shares0.00%2025-12-312026-02-12
UBER UBER TECHNOLOGIES INC150 shares0.00%2025-12-312026-02-12
FMDE FIDELITY COVINGTON TRUST336 shares0.30%2025-12-312026-02-12
WCN WASTE CONNECTIONS INC69 shares0.00%2025-12-312026-02-12
ESGV VANGUARD WORLD FD100 shares0.00%2025-12-312026-02-12
BSTZ BLACKROCK SCIENCE & TECHNOLO534 shares3.69%2025-12-312026-02-12
NFG NATIONAL FUEL GAS CO150 shares0.00%2025-12-312026-02-12
XIFR XPLR INFRASTRUCTURE LP1.2K shares-44.19%2025-12-312026-02-12
ECL ECOLAB INC45 shares0.00%2025-12-312026-02-12
SCHX SCHWAB STRATEGIC TR438 shares0.00%2025-12-312026-02-12
WPM WHEATON PRECIOUS METALS CORP100 shares0.00%2025-12-312026-02-12
VECO VEECO INSTRS INC DEL400 shares0.00%2025-12-312026-02-12
ACHR ARCHER AVIATION INC1.5K shares0.00%2025-12-312026-02-12
CGMM CAPITAL GROUP EQUITY ETF TR390 shares0.00%2025-12-312026-02-12
LYB LYONDELLBASELL INDUSTRIES N225 shares-79.07%2025-12-312026-02-12
GSLC GOLDMAN SACHS ETF TR82 shares0.00%2025-12-312026-02-12
NVO NOVO-NORDISK A S213 shares1538.46%2025-12-312026-02-12
DOW DOW INC463 shares0.00%2025-12-312026-02-12
CARR CARRIER GLOBAL CORPORATION203 shares0.00%2025-12-312026-02-12
RIGL RIGEL PHARMACEUTICALS INC250 sharesnew addition2025-12-312026-02-12
BINC BLACKROCK ETF TRUST II200 shares0.00%2025-12-312026-02-12
IRM IRON MTN INC DEL123 shares0.00%2025-12-312026-02-12
KMB KIMBERLY-CLARK CORP100 shares-96.77%2025-12-312026-02-12
DTE DTE ENERGY CO77 shares0.00%2025-12-312026-02-12
IWN ISHARES TR54 shares0.00%2025-12-312026-02-12
TER TERADYNE INC50 shares0.00%2025-12-312026-02-12
JPST J P MORGAN EXCHANGE TRADED F190 shares-76.25%2025-12-312026-02-12
AG FIRST MAJESTIC SILVER CORP575 sharesnew addition2025-12-312026-02-12
RSG REPUBLIC SVCS INC45 shares0.00%2025-12-312026-02-12
FTXN FIRST TR EXCHANGE TRADED FD336 shares0.90%2025-12-312026-02-12
FNDE SCHWAB STRATEGIC TR254 shares0.00%2025-12-312026-02-12
SUSL ISHARES TR75 shares0.00%2025-12-312026-02-12
RSPM INVESCO EXCHANGE TRADED FD T265 shares0.00%2025-12-312026-02-12
PTY PIMCO CORPORATE & INCOME OPP700 sharesnew addition2025-12-312026-02-12
IEFA ISHARES TR100 shares0.00%2025-12-312026-02-12
COEUR MNG INC COEUR MNG INC500 sharesnew addition2025-12-312026-02-12
ARQT ARCUTIS BIOTHERAPEUTICS INC300 sharesnew addition2025-12-312026-02-12
XLRE SELECT SECTOR SPDR TR215 shares0.00%2025-12-312026-02-12
ITOT ISHARES TR58 shares0.00%2025-12-312026-02-12
TMDX TRANSMEDICS GROUP INC69 shares0.00%2025-12-312026-02-12
GLP GLOBAL PARTNERS LP200 shares0.00%2025-12-312026-02-12
FNDF SCHWAB STRATEGIC TR185 shares0.00%2025-12-312026-02-12
CPB THE CAMPBELLS COMPANY300 shares0.00%2025-12-312026-02-12
QDF FLEXSHARES TR100 shares0.00%2025-12-312026-02-12
ES EVERSOURCE ENERGY118 shares0.00%2025-12-312026-02-12
ACMR ACM RESH INC200 sharesnew addition2025-12-312026-02-12
IP INTERNATIONAL PAPER CO200 shares0.00%2025-12-312026-02-12
AVNS AVANOS MED INC700 sharesnew addition2025-12-312026-02-12
VGT VANGUARD WORLD FD10 shares0.00%2025-12-312026-02-12
LAC LITHIUM AMERS CORP NEW1.8K shares125.00%2025-12-312026-02-12
AXP AMERICAN EXPRESS CO21 shares0.00%2025-12-312026-02-12
PAXS PIMCO ACCESS INCOME FUND500 shares0.00%2025-12-312026-02-12
APTIV PLC APTIV PLC100 shares0.00%2025-12-312026-02-12
SPOT SPOTIFY TECHNOLOGY S A13 shares0.00%2025-12-312026-02-12
TTWO TAKE-TWO INTERACTIVE SOFTWAR29 shares0.00%2025-12-312026-02-12
LDOS LEIDOS HOLDINGS INC40 shares0.00%2025-12-312026-02-12
KNTK KINETIK HOLDINGS INC200 sharesnew addition2025-12-312026-02-12
LDUR PIMCO ETF TR75 shares0.00%2025-12-312026-02-12
WY WEYERHAEUSER CO MTN BE300 sharesnew addition2025-12-312026-02-12
PR PERMIAN RESOURCES CORP500 shares0.00%2025-12-312026-02-12
SCHA SCHWAB STRATEGIC TR245 shares0.00%2025-12-312026-02-12
TTMI TTM TECHNOLOGIES INC100 sharesnew addition2025-12-312026-02-12
TOL TOLL BROTHERS INC50 shares0.00%2025-12-312026-02-12
FDVV FIDELITY COVINGTON TRUST118 shares0.00%2025-12-312026-02-12
VLTO VERALTO CORP66 shares0.00%2025-12-312026-02-12
GEV GE VERNOVA INC10 shares0.00%2025-12-312026-02-12
GHY PGIM GLOBAL HIGH YIELD FD FO525 shares2.54%2025-12-312026-02-12
OLED UNIVERSAL DISPLAY CORP55 shares0.00%2025-12-312026-02-12
AUPH AURINIA PHARMACEUTICALS INC400 sharesnew addition2025-12-312026-02-12
ZIM ZIM INTEGRATED SHIPPING SERV300 shares0.00%2025-12-312026-02-12
AMRX AMNEAL PHARMACEUTICALS INC500 sharesnew addition2025-12-312026-02-12
AEM AGNICO EAGLE MINES LTD37 shares0.00%2025-12-312026-02-12
KYN KAYNE ANDERSON ENERGY INFRST503 sharesnew addition2025-12-312026-02-12
TM TOYOTA MOTOR CORP36 shares0.00%2025-12-312026-02-12
TMC TMC THE METALS COMPANY INC1.0K shares0.00%2025-12-312026-02-12
ARCC ARES CAPITAL CORP300 sharesnew addition2025-12-312026-02-12
NGVT INGEVITY CORP100 shares0.00%2025-12-312026-02-12
ALPS ETF TR ALPS ETF TR125 shares-70.59%2025-12-312026-02-12
JEPQ J P MORGAN EXCHANGE TRADED F101 shares1.00%2025-12-312026-02-12
ZION ZIONS BANCORPORATION N A100 sharesnew addition2025-12-312026-02-12
FTEC FIDELITY COVINGTON TRUST26 shares0.00%2025-12-312026-02-12
VLY VALLEY NATL BANCORP500 sharesnew addition2025-12-312026-02-12
SBUX STARBUCKS CORP69 shares0.00%2025-12-312026-02-12
PLD PROLOGIS INC.45 shares0.00%2025-12-312026-02-12
SCHG SCHWAB STRATEGIC TR176 shares0.00%2025-12-312026-02-12
SPG SIMON PPTY GROUP INC NEW31 shares0.00%2025-12-312026-02-12
OMAH TIDAL TRUST III304 shares1.33%2025-12-312026-02-12
NICE NICE LTD50 shares0.00%2025-12-312026-02-12
KMI KINDER MORGAN INC DEL205 shares0.99%2025-12-312026-02-12
ELV ELEVANCE HEALTH INC FORMERLY16 shares0.00%2025-12-312026-02-12
SRPT SAREPTA THERAPEUTICS INC260 shares0.00%2025-12-312026-02-12
WCBR WISDOMTREE TR200 shares0.00%2025-12-312026-02-12
GDV GABELLI DIVID & INCOME TR200 sharesnew addition2025-12-312026-02-12
BBAI BIGBEAR AI HLDGS INC1.0K shares0.00%2025-12-312026-02-12
QYLD GLOBAL X FDS303 shares1.00%2025-12-312026-02-12
PDI PIMCO DYNAMIC INCOME FD300 shares0.00%2025-12-312026-02-12
NB NIOCORP DEVS LTD1.0K shares0.00%2025-12-312026-02-12
GPIQ GOLDMAN SACHS ETF TR100 sharesnew addition2025-12-312026-02-12
FCOM FIDELITY COVINGTON TRUST72 shares0.00%2025-12-312026-02-12
BDX BECTON DICKINSON & CO27 shares0.00%2025-12-312026-02-12
QUS SPDR SERIES TRUST30 shares0.00%2025-12-312026-02-12
VLUE ISHARES TR38 shares0.00%2025-12-312026-02-12
TROW PRICE T ROWE GROUP INC48 shares0.00%2025-12-312026-02-12
DFAE DIMENSIONAL ETF TRUST150 sharesnew addition2025-12-312026-02-12
UTF COHEN & STEERS INFRASTRUCTUR201 sharesnew addition2025-12-312026-02-12
DOC HEALTHPEAK PROPERTIES INC300 shares0.00%2025-12-312026-02-12
ETHE GRAYSCALE ETHEREUM TRUST ETF189 shares0.00%2025-12-312026-02-12
SEI SOLARIS ENERGY INFRAS INC100 sharesnew addition2025-12-312026-02-12
PPIH PERMA-PIPE INTL HLDGS INC150 sharesnew addition2025-12-312026-02-12
BMEZ BLACKROCK HEALTH SCIENCES TE300 sharesnew addition2025-12-312026-02-12
DOCS DOXIMITY INC100 shares0.00%2025-12-312026-02-12
CW CURTISS WRIGHT CORP8 shares0.00%2025-12-312026-02-12
SLVM SYLVAMO CORP91 shares0.00%2025-12-312026-02-12
WIW WESTERN AST INFL LKD OPP & I500 shares0.00%2025-12-312026-02-12
DX DYNEX CAP INC300 sharesnew addition2025-12-312026-02-12
MCK MCKESSON CORP5 shares0.00%2025-12-312026-02-12
USHY ISHARES TR109 shares0.00%2025-12-312026-02-12
ALKS ALKERMES PLC150 shares0.00%2025-12-312026-02-12
ALNY ALNYLAM PHARMACEUTICALS INC10 shares0.00%2025-12-312026-02-12
CC CHEMOURS CO323 shares0.00%2025-12-312026-02-12
S SENTINELONE INC250 shares0.00%2025-12-312026-02-12
BP BP PLC100 shares0.00%2025-12-312026-02-12
BXP BXP INC50 shares0.00%2025-12-312026-02-12
BN BROOKFIELD CORP72 shares50.00%2025-12-312026-02-12
REET ISHARES TR126 shares0.00%2025-12-312026-02-12
PFN PIMCO INCOME STRATEGY FD II300 shares0.00%2025-12-312026-02-12
NWPX NWPX INFRASTRUCTURE INC50 shares0.00%2025-12-312026-02-12
CCL CARNIVAL CORP100 shares0.00%2025-12-312026-02-12
VNT VONTIER CORPORATION80 shares0.00%2025-12-312026-02-12
CAVA CAVA GROUP INC50 shares-66.67%2025-12-312026-02-12
GOOY TIDAL TRUST II200 shares0.00%2025-12-312026-02-12
AVAV AEROVIRONMENT INC12 sharesnew addition2025-12-312026-02-12
JCI JOHNSON CTLS INTL PLC23 shares0.00%2025-12-312026-02-12
EFC ELLINGTON FINANCIAL INC200 shares100.00%2025-12-312026-02-12
CEG CONSTELLATION ENERGY CORP7 shares0.00%2025-12-312026-02-12
FHLC FIDELITY COVINGTON TRUST33 shares0.00%2025-12-312026-02-12
ADI ANALOG DEVICES INC9 shares0.00%2025-12-312026-02-12
BHF BRIGHTHOUSE FINL INC37 shares0.00%2025-12-312026-02-12
SANA SANA BIOTECHNOLOGY INC500 sharesnew addition2025-12-312026-02-12
NVAX NOVAVAX INC300 shares0.00%2025-12-312026-02-12
TJX TJX COS INC NEW13 shares0.00%2025-12-312026-02-12
BAX BAXTER INTL INC100 shares0.00%2025-12-312026-02-12
BTBT BIT DIGITAL INC1.0K sharesnew addition2025-12-312026-02-12
ARTV ARTIVA BIOTHERAPEUTICS INC400 shares0.00%2025-12-312026-02-12
FNDA SCHWAB STRATEGIC TR52 shares0.00%2025-12-312026-02-12
INTF ISHARES TR35 shares0.00%2025-12-312026-02-12
DAVA ENDAVA PLC200 shares0.00%2025-12-312026-02-12
GEM GOLDMAN SACHS ETF TR29 shares0.00%2025-12-312026-02-12
PLUG PLUG POWER INC510 shares0.00%2025-12-312026-02-12
CDXS CODEXIS INC500 shares0.00%2025-12-312026-02-12
GEHC GE HEALTHCARE TECHNOLOGIES I9 shares0.00%2025-12-312026-02-12
AIQ GLOBAL X FDS12 shares0.00%2025-12-312026-02-12
XAIX DBX ETF TR14 shares0.00%2025-12-312026-02-12
NL NL INDS INC100 shares0.00%2025-12-312026-02-12
IPSC CENTURY THERAPEUTICS INC500 shares0.00%2025-12-312026-02-12
ALEC ALECTOR INC300 shares0.00%2025-12-312026-02-12
NKTX NKARTA INC200 shares0.00%2025-12-312026-02-12
FE FIRSTENERGY CORP8 shares0.00%2025-12-312026-02-12
DNOW DNOW INC25 shares0.00%2025-12-312026-02-12
FATE FATE THERAPEUTICS INC300 shares0.00%2025-12-312026-02-12
MRNA MODERNA INC10 shares0.00%2025-12-312026-02-12
KOPN KOPIN CORP100 shares0.00%2025-12-312026-02-12
ASIX ADVANSIX INC10 shares0.00%2025-12-312026-02-12
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available