The Analysis of Meridian Wealth Management, LLC's Holdings
Currently, Meridian Wealth Management, LLC holds 752 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in SMTH (+832.2K shares, valued at $21.7M), META (+31.3K shares, valued at $20.7M), N/A (+53.8K shares, valued at $16.9M); decreased their positions in BND (-213.7K shares, valued at $15.8M), GOVT (-398.5K shares, valued at $9.2M), SPHY (-196.1K shares, valued at $4.6M); initiated new positions in SMTH (+832.2K shares, valued at $21.7M), XFIV (+186.9K shares, valued at $9.2M), CDX (+319.2K shares, valued at $7.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION802.1K shares5.59%2025-12-312026-02-04
AAPL APPLE INC428.8K shares6.72%2025-12-312026-02-04 AMZN AMAZON COM INC383.8K shares15.44%2025-12-312026-02-04 MSFT MICROSOFT CORP170.9K shares4.14%2025-12-312026-02-04 XOM EXXON MOBIL CORP676.5K shares-1.51%2025-12-312026-02-04 ALPHABET INC ALPHABET INC211.4K shares34.17%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR95.2K shares3.36%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.196.9K shares0.63%2025-12-312026-02-04 BROADCOM INC BROADCOM INC132.6K shares5.65%2025-12-312026-02-04 META META PLATFORMS INC62.8K shares99.48%2025-12-312026-02-04 VUG VANGUARD INDEX FDS66.5K shares-3.85%2025-12-312026-02-04 TSLA TESLA INC72.0K shares15.72%2025-12-312026-02-04 ALPHABET INC ALPHABET INC100.6K shares-2.14%2025-12-312026-02-04 IVV ISHARES TR45.6K shares-1.17%2025-12-312026-02-04 SPMO INVESCO EXCH TRADED FD TR II246.7K shares1.29%2025-12-312026-02-04 GLD SPDR GOLD TR72.7K shares14.15%2025-12-312026-02-04 SCHG SCHWAB STRATEGIC TR854.0K shares3.18%2025-12-312026-02-04 VTV VANGUARD INDEX FDS129.5K shares2.64%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC134.3K shares9.59%2025-12-312026-02-04 HOOD ROBINHOOD MKTS INC208.3K shares-10.30%2025-12-312026-02-04 SHOP SHOPIFY INC137.1K shares10.84%2025-12-312026-02-04 SMTH ALPS ETF TR832.2K sharesnew addition2025-12-312026-02-04 CAT CATERPILLAR INC36.3K shares-4.44%2025-12-312026-02-04 BND VANGUARD BD INDEX FDS272.1K shares-44.00%2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR MFG LTD66.0K shares27.94%2025-12-312026-02-04 ISRG INTUITIVE SURGICAL INC34.0K shares2.02%2025-12-312026-02-04 AER AERCAP HOLDINGS NV129.2K shares-5.75%2025-12-312026-02-04 WMT WALMART INC165.1K shares7.27%2025-12-312026-02-04 VTI VANGUARD INDEX FDS54.6K shares4.60%2025-12-312026-02-04 ABBV ABBVIE INC75.2K shares-0.59%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW18.4K shares0.78%2025-12-312026-02-04 VBR VANGUARD INDEX FDS73.8K shares4.42%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS52.6K shares1.08%2025-12-312026-02-04 SPYM SPDR SERIES TRUST187.1K shares69.07%2025-12-312026-02-04 LLY ELI LILLY & CO13.8K shares24.12%2025-12-312026-02-04 SPYV SPDR SERIES TRUST253.4K shares-0.42%2025-12-312026-02-04 IJH ISHARES TR211.7K shares1.10%2025-12-312026-02-04 SCHF SCHWAB STRATEGIC TR576.9K shares2.60%2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC62.8K shares123.00%2025-12-312026-02-04 AUSF GLOBAL X FDS290.0K shares4.08%2025-12-312026-02-04 BUFR FIRST TR EXCHNG TRADED FD VI384.1K shares2.30%2025-12-312026-02-04 DGRO ISHARES TR188.8K shares-0.02%2025-12-312026-02-04 HD HOME DEPOT INC36.7K shares1.78%2025-12-312026-02-04 SCHB SCHWAB STRATEGIC TR467.2K shares-3.78%2025-12-312026-02-04 IEFA ISHARES TR135.9K shares5.58%2025-12-312026-02-04 CVX CHEVRON CORP NEW77.7K shares-1.41%2025-12-312026-02-04 XSMO INVESCO EXCHANGE TRADED FD T164.1K shares26.76%2025-12-312026-02-04 ORCL ORACLE CORP60.5K shares19.27%2025-12-312026-02-04 SLV ISHARES SILVER TR181.6K shares-4.94%2025-12-312026-02-04 KLAC KLA CORP9.6K shares7.23%2025-12-312026-02-04 GDX VANECK ETF TRUST132.7K shares-0.88%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON52.9K shares-0.81%2025-12-312026-02-04 V VISA INC30.8K shares10.69%2025-12-312026-02-04 RTX RTX CORPORATION55.7K shares-1.37%2025-12-312026-02-04 SPYG SPDR SERIES TRUST94.5K shares49.68%2025-12-312026-02-04 MA MASTERCARD INCORPORATED17.2K shares8.35%2025-12-312026-02-04 SYBT STOCK YDS BANCORP INC150.0K shares0.10%2025-12-312026-02-04 SHV ISHARES TR86.3K shares-0.30%2025-12-312026-02-04 XFIV BONDBLOXX ETF TRUST186.9K sharesnew addition2025-12-312026-02-04 SOXX ISHARES TR30.1K shares-6.73%2025-12-312026-02-04 RDDT REDDIT INC39.3K shares-33.80%2025-12-312026-02-04 IGM ISHARES TR64.2K shares0.00%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO57.3K shares3.75%2025-12-312026-02-04 NFLX NETFLIX INC86.9K shares1036.36%2025-12-312026-02-04 TFLO ISHARES TR160.8K shares76.10%2025-12-312026-02-04 PEP PEPSICO INC56.2K shares1.86%2025-12-312026-02-04 VCIT VANGUARD SCOTTSDALE FDS95.0K shares12.12%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE25.2K shares2.57%2025-12-312026-02-04 IDMO INVESCO EXCH TRADED FD TR II136.6K shares1.47%2025-12-312026-02-04 CRWD CROWDSTRIKE HLDGS INC16.2K shares18.69%2025-12-312026-02-04 VCSH VANGUARD SCOTTSDALE FDS92.3K shares14.15%2025-12-312026-02-04 SCHJ SCHWAB STRATEGIC TR294.7K shares-25.56%2025-12-312026-02-04 SCHM SCHWAB STRATEGIC TR241.1K shares1.07%2025-12-312026-02-04 BIL SPDR SERIES TRUST79.2K shares4.02%2025-12-312026-02-04 CDX SIMPLIFY EXCHANGE TRADED FUN319.2K sharesnew addition2025-12-312026-02-04 VIG VANGUARD SPECIALIZED FUNDS32.0K shares-0.36%2025-12-312026-02-04 UNP UNION PAC CORP29.6K shares-21.02%2025-12-312026-02-04 IJR ISHARES TR56.1K shares-0.79%2025-12-312026-02-04 IQLT ISHARES TR146.6K shares-17.31%2025-12-312026-02-04 SCHA SCHWAB STRATEGIC TR232.2K shares-0.84%2025-12-312026-02-04 PANW PALO ALTO NETWORKS INC35.5K shares7.62%2025-12-312026-02-04 VEA VANGUARD TAX-MANAGED FDS100.2K shares24.81%2025-12-312026-02-04 JMBS JANUS DETROIT STR TR136.2K sharesnew addition2025-12-312026-02-04 DE DEERE & CO13.3K shares-17.55%2025-12-312026-02-04 CRM SALESFORCE INC23.1K shares-8.21%2025-12-312026-02-04 DIA SPDR DOW JONES INDL AVERAGE12.6K shares-13.08%2025-12-312026-02-04 PWB INVESCO EXCHANGE TRADED FD T46.8K shares-5.05%2025-12-312026-02-04 MAIN MAIN STR CAP CORP98.3K shares0.95%2025-12-312026-02-04 VRP INVESCO EXCH TRADED FD TR II239.5K shares4.88%2025-12-312026-02-04 VOT VANGUARD INDEX FDS20.8K shares-1.77%2025-12-312026-02-04 QQQM INVESCO EXCH TRADED FD TR II22.9K shares22.55%2025-12-312026-02-04 IGSB ISHARES TR106.7K shares-28.74%2025-12-312026-02-04 WCMI FIRST TR EXCHANGE-TRADED FD324.2K shares31.25%2025-12-312026-02-04 IWP ISHARES TR40.3K shares2.17%2025-12-312026-02-04 KMI KINDER MORGAN INC DEL199.0K shares9.32%2025-12-312026-02-04 VB VANGUARD INDEX FDS21.8K shares-0.51%2025-12-312026-02-04 ASML ASML HOLDING N V4.9K shares86.05%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC16.0K shares-6.31%2025-12-312026-02-04 EFA ISHARES TR54.5K shares6.15%2025-12-312026-02-04 ARES ARES MANAGEMENT CORPORATION32.1K shares-1.77%2025-12-312026-02-04 GILD GILEAD SCIENCES INC41.9K shares-0.01%2025-12-312026-02-04 SCHV SCHWAB STRATEGIC TR171.7K shares4.84%2025-12-312026-02-04 DHI D R HORTON INC34.3K shares5.67%2025-12-312026-02-04 KYN KAYNE ANDERSON ENERGY INFRST392.6K shares7.50%2025-12-312026-02-04 NOC NORTHROP GRUMMAN CORP8.5K shares5.98%2025-12-312026-02-04 AMGN AMGEN INC14.5K shares1.39%2025-12-312026-02-04 SO SOUTHERN CO54.3K shares3.18%2025-12-312026-02-04 SDVY FIRST TR EXCHANGE-TRADED FD122.7K shares1.96%2025-12-312026-02-04 EMR EMERSON ELEC CO34.9K shares-1.00%2025-12-312026-02-04 VYM VANGUARD WHITEHALL FDS32.1K shares27.85%2025-12-312026-02-04 GEV GE VERNOVA INC6.9K shares2.95%2025-12-312026-02-04 XLV SELECT SECTOR SPDR TR28.6K shares5.73%2025-12-312026-02-04 FE FIRSTENERGY CORP97.4K shares-3.46%2025-12-312026-02-04 DON WISDOMTREE TR84.3K shares1.59%2025-12-312026-02-04 IEF ISHARES TR45.1K shares4.92%2025-12-312026-02-04 SMH VANECK ETF TRUST12.0K shares44.39%2025-12-312026-02-04 HEQT SIMPLIFY EXCHANGE TRADED FUN133.8K shares5.29%2025-12-312026-02-04 IYW ISHARES TR21.4K shares-3.42%2025-12-312026-02-04 VTEB VANGUARD MUN BD FDS84.7K shares5.55%2025-12-312026-02-04 IWF ISHARES TR8.9K shares8.18%2025-12-312026-02-04 LVHI LEGG MASON ETF INVT114.2K shares3.39%2025-12-312026-02-04 IWM ISHARES TR17.1K shares17.73%2025-12-312026-02-04 ARCC ARES CAPITAL CORP207.5K shares7.74%2025-12-312026-02-04 MS MORGAN STANLEY23.6K shares-4.53%2025-12-312026-02-04 VPL VANGUARD INTL EQUITY INDEX F46.2K shares-3.27%2025-12-312026-02-04 LAMR LAMAR ADVERTISING CO NEW32.8K shares0.69%2025-12-312026-02-04 OEF ISHARES TR12.1K shares28.46%2025-12-312026-02-04 ING ING GROEP N.V.147.7K shares-0.24%2025-12-312026-02-04 EPI WISDOMTREE TR89.4K shares-0.22%2025-12-312026-02-04 SCHX SCHWAB STRATEGIC TR152.2K shares-0.21%2025-12-312026-02-04 ORLY OREILLY AUTOMOTIVE INC44.9K shares0.27%2025-12-312026-02-04 DFAC DIMENSIONAL ETF TRUST102.9K shares-0.91%2025-12-312026-02-04 FTEC FIDELITY COVINGTON TRUST18.1K shares-0.51%2025-12-312026-02-04 AXSM AXSOME THERAPEUTICS INC21.7K shares-1.81%2025-12-312026-02-04 NEE-PS NEXTERA ENERGY INC75.7K shares6.85%2025-12-312026-02-04 NET CLOUDFLARE INC19.6K shares188.26%2025-12-312026-02-04 FV FIRST TR EXCHANGE TRADED FD61.0K shares0.00%2025-12-312026-02-04 BSV VANGUARD BD INDEX FDS48.4K shares2.00%2025-12-312026-02-04 EEM ISHARES TR67.1K shares0.12%2025-12-312026-02-04 FEZ SPDR INDEX SHS FDS56.8K shares-0.27%2025-12-312026-02-04 SPGI S&P GLOBAL INC7.0K shares0.01%2025-12-312026-02-04 XLE SELECT SECTOR SPDR TR81.0K shares60.78%2025-12-312026-02-04 IREN IREN LIMITED95.2K shares49.15%2025-12-312026-02-04 CGGR CAPITAL GROUP GROWTH ETF80.4K shares1.41%2025-12-312026-02-04 FI FISERV INC53.2K shares2632.90%2025-12-312026-02-04 BAC BANK AMERICA CORP64.8K shares11.07%2025-12-312026-02-04 TLT ISHARES TR40.6K shares-12.44%2025-12-312026-02-04 SOFI SOFI TECHNOLOGIES INC132.1K shares34.41%2025-12-312026-02-04 SCHD SCHWAB STRATEGIC TR125.9K shares-50.67%2025-12-312026-02-04 DGT SPDR SERIES TRUST20.2K shares2.90%2025-12-312026-02-04 DLR DIGITAL RLTY TR INC21.5K shares-0.16%2025-12-312026-02-04 ROP ROPER TECHNOLOGIES INC7.4K shares-4.55%2025-12-312026-02-04 APH AMPHENOL CORP NEW24.4K shares773.50%2025-12-312026-02-04 VO VANGUARD INDEX FDS11.3K shares0.67%2025-12-312026-02-04 WAT WATERS CORP8.6K shares-1.49%2025-12-312026-02-04 FNDX SCHWAB STRATEGIC TR119.6K shares0.01%2025-12-312026-02-04 XTRE BONDBLOXX ETF TRUST64.2K shares166.29%2025-12-312026-02-04 GRNY TIDAL TRUST I128.3K shares14.10%2025-12-312026-02-04 XSVN BONDBLOXX ETF TRUST65.9K shares150.62%2025-12-312026-02-04 VEU VANGUARD INTL EQUITY INDEX F43.0K shares1.58%2025-12-312026-02-04 KO COCA COLA CO44.5K shares2.70%2025-12-312026-02-04 EQH EQUITABLE HLDGS INC64.5K shares2.51%2025-12-312026-02-04 PAVE GLOBAL X FDS63.8K shares1.61%2025-12-312026-02-04 HYG ISHARES TR36.5K shares13.59%2025-12-312026-02-04 BKNG BOOKING HOLDINGS INC545 shares7.71%2025-12-312026-02-04 PEG PUBLIC SVC ENTERPRISE GRP IN36.2K shares4.63%2025-12-312026-02-04 SDOG ALPS ETF TR48.1K shares1.27%2025-12-312026-02-04 PAYX PAYCHEX INC25.7K shares-0.21%2025-12-312026-02-04 LOW LOWES COS INC11.9K shares2.26%2025-12-312026-02-04 MDY SPDR S&P MIDCAP 400 ETF TR4.8K shares0.02%2025-12-312026-02-04 AMAT APPLIED MATLS INC11.2K shares5.96%2025-12-312026-02-04 XME SPDR SERIES TRUST27.5K shares-4.27%2025-12-312026-02-04 BMY BRISTOL-MYERS SQUIBB CO51.7K shares1.12%2025-12-312026-02-04 EDV VANGUARD WORLD FD42.4K shares0.12%2025-12-312026-02-04 CGDV CAPITAL GROUP DIVIDEND VALUE62.6K shares0.01%2025-12-312026-02-04 QXO QXO INC138.8K shares16.90%2025-12-312026-02-04 BA BOEING CO12.1K shares25.02%2025-12-312026-02-04 NOW SERVICENOW INC17.2K shares287.40%2025-12-312026-02-04 CGCB CAPITAL GRP FIXED INCM ETF T99.0K shares41.31%2025-12-312026-02-04 XLY SELECT SECTOR SPDR TR21.9K shares97.62%2025-12-312026-02-04 TJX TJX COS INC NEW16.8K shares50.78%2025-12-312026-02-04 IOO ISHARES TR20.4K shares-2.72%2025-12-312026-02-04 IWR ISHARES TR26.6K shares31.49%2025-12-312026-02-04 VWO VANGUARD INTL EQUITY INDEX F47.6K shares4.40%2025-12-312026-02-04 FNF FIDELITY NATIONAL FINANCIAL45.8K shares0.32%2025-12-312026-02-04 CGUS CAPITAL GROUP CORE EQUITY ET61.5K shares6.61%2025-12-312026-02-04 SGOV ISHARES TR24.5K shares-3.56%2025-12-312026-02-04 XLK SELECT SECTOR SPDR TR17.1K shares113.49%2025-12-312026-02-04 AGG ISHARES TR24.5K shares-6.51%2025-12-312026-02-04 XLF SELECT SECTOR SPDR TR44.5K shares2.32%2025-12-312026-02-04 PM PHILIP MORRIS INTL INC15.2K shares0.43%2025-12-312026-02-04 APP APPLOVIN CORP3.6K shares-15.21%2025-12-312026-02-04 DRI DARDEN RESTAURANTS INC13.1K sharesnew addition2025-12-312026-02-04 AXP AMERICAN EXPRESS CO6.4K shares14.34%2025-12-312026-02-04 QUAL ISHARES TR11.9K shares18.61%2025-12-312026-02-04 VGT VANGUARD WORLD FD3.1K shares0.84%2025-12-312026-02-04 NVO NOVO-NORDISK A S46.3K shares265.74%2025-12-312026-02-04 ACIO ETF SER SOLUTIONS53.6K sharesnew addition2025-12-312026-02-04 MCD MCDONALDS CORP7.7K shares5.86%2025-12-312026-02-04 PGR PROGRESSIVE CORP10.1K shares14.74%2025-12-312026-02-04 GSLC GOLDMAN SACHS ETF TR17.3K shares-3.12%2025-12-312026-02-04 XMMO INVESCO EXCHANGE TRADED FD T16.4K shares-1.39%2025-12-312026-02-04 FLDR FIDELITY MERRIMACK STR TR45.2K shares2.53%2025-12-312026-02-04 VZ VERIZON COMMUNICATIONS INC54.9K shares7.60%2025-12-312026-02-04 GS GOLDMAN SACHS GROUP INC2.5K shares8.02%2025-12-312026-02-04 PPA INVESCO EXCHANGE TRADED FD T14.1K shares-2.10%2025-12-312026-02-04 CDNS CADENCE DESIGN SYSTEM INC6.8K shares5.23%2025-12-312026-02-04 INOD INNODATA INC41.9K shares237.63%2025-12-312026-02-04 SUB ISHARES TR19.8K shares24.23%2025-12-312026-02-04 CFG CITIZENS FINL GROUP INC36.1K sharesnew addition2025-12-312026-02-04 LMT LOCKHEED MARTIN CORP4.3K shares-1.68%2025-12-312026-02-04 VOE VANGUARD INDEX FDS11.7K shares1.61%2025-12-312026-02-04 CGGO CAPITAL GROUP GBL GROWTH EQT59.1K shares0.13%2025-12-312026-02-04 IBDU ISHARES TR87.3K shares15.78%2025-12-312026-02-04 QCOM QUALCOMM INC11.9K shares12.20%2025-12-312026-02-04 XLU SELECT SECTOR SPDR TR47.6K shares152.54%2025-12-312026-02-04 IBDV ISHARES TR91.1K shares5.73%2025-12-312026-02-04 GOVT ISHARES TR85.7K shares-82.31%2025-12-312026-02-04 SSO PROSHARES TR33.8K shares96.80%2025-12-312026-02-04 VYMI VANGUARD WHITEHALL FDS21.7K shares290.77%2025-12-312026-02-04 IWY ISHARES TR7.0K shares-0.24%2025-12-312026-02-04 MU MICRON TECHNOLOGY INC6.8K shares63.35%2025-12-312026-02-04 CSCO CISCO SYS INC25.1K shares11.33%2025-12-312026-02-04 IEV ISHARES TR28.2K shares0.66%2025-12-312026-02-04 EMXC ISHARES INC26.2K shares-1.78%2025-12-312026-02-04 RIOT RIOT PLATFORMS INC147.8K shares-5.60%2025-12-312026-02-04 SOXQ INVESCO EXCH TRADED FD TR II33.2K sharesnew addition2025-12-312026-02-04 QLD PROSHARES TR26.2K shares100.70%2025-12-312026-02-04 PFE PFIZER INC74.1K shares-2.47%2025-12-312026-02-04 T AT&T INC74.1K shares6.45%2025-12-312026-02-04 DIS DISNEY WALT CO15.9K shares0.93%2025-12-312026-02-04 PH PARKER-HANNIFIN CORP2.1K shares1.03%2025-12-312026-02-04 ABT ABBOTT LABS14.3K shares-21.71%2025-12-312026-02-04 ITB ISHARES TR18.6K shares-0.04%2025-12-312026-02-04 WM WASTE MGMT INC DEL8.1K shares1.64%2025-12-312026-02-04 IJK ISHARES TR18.4K shares0.26%2025-12-312026-02-04 MUB ISHARES TR16.5K shares23.53%2025-12-312026-02-04 CGCV CAPITAL GROUP CONSERVATIVE E57.7K shares0.00%2025-12-312026-02-04 IWB ISHARES TR4.7K shares1.37%2025-12-312026-02-04 MGK VANGUARD WORLD FD4.2K shares-1.38%2025-12-312026-02-04 SFLR INNOVATOR ETFS TRUST46.5K shares51.33%2025-12-312026-02-04 BK BANK NEW YORK MELLON CORP14.7K shares16.27%2025-12-312026-02-04 FAST FASTENAL CO41.6K shares13.93%2025-12-312026-02-04 IXN ISHARES TR15.8K shares-1.99%2025-12-312026-02-04 VXUS VANGUARD STAR FDS21.9K shares2.33%2025-12-312026-02-04 FBTC FIDELITY WISE ORIGIN BITCOIN21.2K shares2.10%2025-12-312026-02-04 DAL DELTA AIR LINES INC DEL23.1K shares-8.92%2025-12-312026-02-04 SPAB SPDR SERIES TRUST62.0K shares-13.72%2025-12-312026-02-04 AVLV AMERICAN CENTY ETF TR20.9K shares2.34%2025-12-312026-02-04 IWO ISHARES TR4.9K shares5.76%2025-12-312026-02-04 IWN ISHARES TR8.7K shares18.32%2025-12-312026-02-04 FNCL FIDELITY COVINGTON TRUST20.2K shares8.44%2025-12-312026-02-04 XLP SELECT SECTOR SPDR TR20.1K shares8.22%2025-12-312026-02-04 GBTC GRAYSCALE BITCOIN TRUST ETF22.8K shares1.75%2025-12-312026-02-04 SPDW SPDR INDEX SHS FDS34.9K shares-2.14%2025-12-312026-02-04 CGCP CAPITAL GRP FIXED INCM ETF T68.4K shares-5.47%2025-12-312026-02-04 FBCG FIDELITY COVINGTON TRUST28.0K shares-0.29%2025-12-312026-02-04 IBDW ISHARES TR72.1K shares370.51%2025-12-312026-02-04 DVY ISHARES TR10.8K shares-1.62%2025-12-312026-02-04 TSCO TRACTOR SUPPLY CO30.3K shares199.73%2025-12-312026-02-04 JEPI J P MORGAN EXCHANGE TRADED F26.0K shares4.21%2025-12-312026-02-04 VV VANGUARD INDEX FDS4.7K shares-3.27%2025-12-312026-02-04 IWS ISHARES TR10.4K shares19.80%2025-12-312026-02-04 JHPI JOHN HANCOCK EXCHANGE TRADED63.9K shares15.23%2025-12-312026-02-04 GPIX GOLDMAN SACHS ETF TR27.6K shares62.87%2025-12-312026-02-04 ADBE ADOBE INC4.2K shares-53.74%2025-12-312026-02-04 TFC TRUIST FINL CORP29.4K shares14.55%2025-12-312026-02-04 PNC PNC FINL SVCS GROUP INC6.9K shares4.60%2025-12-312026-02-04 VRT VERTIV HOLDINGS CO8.9K shares212.46%2025-12-312026-02-04 DIVO AMPLIFY ETF TR31.9K shares1.70%2025-12-312026-02-04 MAR MARRIOTT INTL INC NEW4.5K shares0.07%2025-12-312026-02-04 VBK VANGUARD INDEX FDS4.6K shares3.73%2025-12-312026-02-04 BSX BOSTON SCIENTIFIC CORP14.6K shares162.31%2025-12-312026-02-04 SCMB SCHWAB STRATEGIC TR53.2K shares2.51%2025-12-312026-02-04 AZN ASTRAZENECA PLC14.8K shares1.68%2025-12-312026-02-04 SCIO FIRST TR EXCHANGE-TRADED FD64.6K sharesnew addition2025-12-312026-02-04 VGSH VANGUARD SCOTTSDALE FDS22.7K shares-5.71%2025-12-312026-02-04 COWZ PACER FDS TR22.0K shares-16.77%2025-12-312026-02-04 SBUX STARBUCKS CORP15.6K shares1.32%2025-12-312026-02-04 CGW INVESCO EXCH TRADED FD TR II20.8K shares0.00%2025-12-312026-02-04 KR KROGER CO20.9K shares3.01%2025-12-312026-02-04 IMMP IMMUTEP LTD454.4K shares7.96%2025-12-312026-02-04 GPIQ GOLDMAN SACHS ETF TR24.5K shares30.48%2025-12-312026-02-04 MCK MCKESSON CORP1.6K shares-1.07%2025-12-312026-02-04 VDE VANGUARD WORLD FD10.2K shares0.79%2025-12-312026-02-04 NOBL PROSHARES TR12.3K shares1.62%2025-12-312026-02-04 SPYD SPDR SERIES TRUST29.5K shares-1.10%2025-12-312026-02-04 ETV EATON VANCE TAX-MANAGED BUY-88.5K shares6.90%2025-12-312026-02-04 SHY ISHARES TR15.3K shares-6.11%2025-12-312026-02-04 WFC WELLS FARGO CO NEW13.5K shares-35.81%2025-12-312026-02-04 IBIT ISHARES BITCOIN TRUST ETF25.2K shares44.61%2025-12-312026-02-04 IWD ISHARES TR5.9K shares14.27%2025-12-312026-02-04 ET ENERGY TRANSFER L P75.5K shares-29.94%2025-12-312026-02-04 AVUV AMERICAN CENTY ETF TR12.2K shares-2.70%2025-12-312026-02-04 UPS UNITED PARCEL SERVICE INC12.5K shares-7.88%2025-12-312026-02-04 DBEF DBX ETF TR25.8K shares1.95%2025-12-312026-02-04 NEE NEXTERA ENERGY INC15.4K shares-10.01%2025-12-312026-02-04 PSA PUBLIC STORAGE OPER CO4.8K shares11.00%2025-12-312026-02-04 TTD THE TRADE DESK INC32.5K sharesnew addition2025-12-312026-02-04 FITB FIFTH THIRD BANCORP26.3K shares2.53%2025-12-312026-02-04 DRSK ETF SER SOLUTIONS42.7K shares496.73%2025-12-312026-02-04 NVS NOVARTIS AG8.8K shares1.25%2025-12-312026-02-04 GSBD GOLDMAN SACHS BDC INC129.8K shares-60.47%2025-12-312026-02-04 DFAI DIMENSIONAL ETF TRUST31.4K shares175.25%2025-12-312026-02-04 HON HONEYWELL INTL INC6.1K shares8.11%2025-12-312026-02-04 UBER UBER TECHNOLOGIES INC14.4K shares70.52%2025-12-312026-02-04 VTEC VANGUARD CALIF TAX FREE FDS11.7K shares0.00%2025-12-312026-02-04 LULU LULULEMON ATHLETICA INC5.6K shares16.38%2025-12-312026-02-04 RCL ROYAL CARIBBEAN GROUP4.1K shares58.25%2025-12-312026-02-04 GLDM WORLD GOLD TR13.4K shares24.74%2025-12-312026-02-04 IEMG ISHARES INC16.9K shares6.65%2025-12-312026-02-04 EVT EATON VANCE TAX ADVT DIV INC44.8K shares8.18%2025-12-312026-02-04 SPSM SPDR SERIES TRUST24.0K shares5.68%2025-12-312026-02-04 TWLO TWILIO INC7.8K shares-9.94%2025-12-312026-02-04 ITOT ISHARES TR7.5K shares-0.92%2025-12-312026-02-04 LINDE PLC LINDE PLC2.6K shares18.21%2025-12-312026-02-04 EFG ISHARES TR9.7K shares-0.85%2025-12-312026-02-04 ETB EATON VANCE TAX MNGED BUY WR72.0K shares6.77%2025-12-312026-02-04 FDIS FIDELITY COVINGTON TRUST10.6K shares4.78%2025-12-312026-02-04 FCOM FIDELITY COVINGTON TRUST14.8K shares4.51%2025-12-312026-02-04 VNQ VANGUARD INDEX FDS12.2K shares-4.88%2025-12-312026-02-04 D DOMINION ENERGY INC18.2K shares48.29%2025-12-312026-02-04 URI UNITED RENTALS INC1.3K shares38.47%2025-12-312026-02-04 FIDU FIDELITY COVINGTON TRUST12.8K shares4.97%2025-12-312026-02-04 FLMI FRANKLIN TEMPLETON ETF TR42.3K shares5.52%2025-12-312026-02-04 SSD SIMPSON MFG INC6.5K shares0.00%2025-12-312026-02-04 CM CANADIAN IMPERIAL BANK OF CO11.5K shares0.29%2025-12-312026-02-04 CB CHUBB LIMITED3.3K shares1.71%2025-12-312026-02-04 XLI SELECT SECTOR SPDR TR6.7K shares30.89%2025-12-312026-02-04 MMM 3M CO6.4K shares-8.47%2025-12-312026-02-04 MELI MERCADOLIBRE INC507 shares183.24%2025-12-312026-02-04 PFF ISHARES TR32.9K shares15.84%2025-12-312026-02-04 NUVB NUVATION BIO INC113.6K shares3.84%2025-12-312026-02-04 ENVX ENOVIX CORPORATION138.6K shares-25.62%2025-12-312026-02-04 YUM YUM BRANDS INC6.7K shares-0.03%2025-12-312026-02-04 SHLD GLOBAL X FDS15.6K shares34.90%2025-12-312026-02-04 QQQI NEOS ETF TRUST18.7K sharesnew addition2025-12-312026-02-04 VXF VANGUARD INDEX FDS4.8K shares-0.12%2025-12-312026-02-04 SYLD CAMBRIA ETF TR14.4K shares-8.67%2025-12-312026-02-04 TXN TEXAS INSTRS INC5.8K shares-5.54%2025-12-312026-02-04 FHLC FIDELITY COVINGTON TRUST13.3K shares0.53%2025-12-312026-02-04 CAH CARDINAL HEALTH INC4.8K shares0.00%2025-12-312026-02-04 MMKT TEXAS CAPITAL FUNDS TRUST9.5K sharesnew addition2025-12-312026-02-04 PSTG PURE STORAGE INC14.1K sharesnew addition2025-12-312026-02-04 F FORD MTR CO71.9K shares1.55%2025-12-312026-02-04 BP BP PLC26.9K shares0.13%2025-12-312026-02-04 AEP AMERICAN ELEC PWR CO INC8.1K shares59.81%2025-12-312026-02-04 WPM WHEATON PRECIOUS METALS CORP7.9K shares7.11%2025-12-312026-02-04 BSMR INVESCO EXCH TRD SLF IDX FD39.0K shares0.00%2025-12-312026-02-04 IUSG ISHARES TR5.4K shares5.03%2025-12-312026-02-04 CBRE CBRE GROUP INC5.6K shares3.03%2025-12-312026-02-04 MGV VANGUARD WORLD FD6.3K shares0.16%2025-12-312026-02-04 MO ALTRIA GROUP INC15.5K shares-2.26%2025-12-312026-02-04 BSMQ INVESCO EXCH TRD SLF IDX FD37.8K shares0.00%2025-12-312026-02-04 IXUS ISHARES TR10.4K shares0.06%2025-12-312026-02-04 BIV VANGUARD BD INDEX FDS11.3K shares-28.39%2025-12-312026-02-04 ESGU ISHARES TR5.9K shares1.56%2025-12-312026-02-04 XLB SELECT SECTOR SPDR TR19.1K shares92.13%2025-12-312026-02-04 SOXL DIREXION SHS ETF TR20.6K shares-3.56%2025-12-312026-02-04 SAP SAP SE3.5K shares1.15%2025-12-312026-02-04 CASY CASEYS GEN STORES INC1.5K shares3.97%2025-12-312026-02-04 IVW ISHARES TR6.8K shares-2.79%2025-12-312026-02-04 SHEL SHELL PLC11.4K shares6.80%2025-12-312026-02-04 FLRN SPDR SERIES TRUST26.9K shares-4.61%2025-12-312026-02-04 ECL ECOLAB INC3.1K shares3.30%2025-12-312026-02-04 PPG PPG INDS INC7.9K shares7.83%2025-12-312026-02-04 XAR SPDR SERIES TRUST3.3K shares1.50%2025-12-312026-02-04 BSCQ INVESCO EXCH TRD SLF IDX FD40.8K shares-18.11%2025-12-312026-02-04 DSI ISHARES TR6.2K shares0.00%2025-12-312026-02-04 HEFA ISHARES TR19.3K shares-4.30%2025-12-312026-02-04 IYF ISHARES TR6.1K shares6.14%2025-12-312026-02-04 GWW WW GRAINGER INC770 shares56.82%2025-12-312026-02-04 CGIC CAPITAL GROUP INTERNATIONAL23.9K shares0.00%2025-12-312026-02-04 VTIP VANGUARD MALVERN FDS15.6K shares1.37%2025-12-312026-02-04 CGMU CAPITAL GRP FIXED INCM ETF T28.2K shares1.85%2025-12-312026-02-04 VPU VANGUARD WORLD FD4.2K shares1.47%2025-12-312026-02-04 SNOW SNOWFLAKE INC3.5K sharesnew addition2025-12-312026-02-04 CVS CVS HEALTH CORP9.6K shares2.02%2025-12-312026-02-04 MPC MARATHON PETE CORP4.7K shares7.28%2025-12-312026-02-04 INTU INTUIT1.1K shares-2.48%2025-12-312026-02-04 IBB ISHARES TR4.5K shares-1.32%2025-12-312026-02-04 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-04 ZBH ZIMMER BIOMET HOLDINGS INC8.4K shares0.00%2025-12-312026-02-04 JEPQ J P MORGAN EXCHANGE TRADED F12.7K shares173.58%2025-12-312026-02-04 VLUE ISHARES TR5.4K shares-0.18%2025-12-312026-02-04 BOXX EA SERIES TRUST6.4K sharesnew addition2025-12-312026-02-04 O REALTY INCOME CORP13.0K shares138.73%2025-12-312026-02-04 IYJ ISHARES TR4.9K shares-3.66%2025-12-312026-02-04 PYPL PAYPAL HLDGS INC12.4K shares12.18%2025-12-312026-02-04 TMO THERMO FISHER SCIENTIFIC INC1.3K shares3.31%2025-12-312026-02-04 EOSE EOS ENERGY ENTERPRISES INC63.1K shares-19.18%2025-12-312026-02-04 FBT FIRST TR EXCHANGE-TRADED FD3.5K shares-1.52%2025-12-312026-02-04 NEM NEWMONT CORP7.2K shares25.86%2025-12-312026-02-04 POOL POOL CORP3.1K shares-3.50%2025-12-312026-02-04 CALI BLACKROCK ETF TRUST II14.0K shares0.00%2025-12-312026-02-04 CVNA CARVANA CO1.7K shares0.06%2025-12-312026-02-04 FUMB FIRST TR EXCH TRADED FD III35.1K shares24.39%2025-12-312026-02-04 AXON AXON ENTERPRISE INC1.2K shares87.59%2025-12-312026-02-04 SYK STRYKER CORPORATION2.0K shares4.38%2025-12-312026-02-04 ITW ILLINOIS TOOL WKS INC2.8K shares1.33%2025-12-312026-02-04 AOA ISHARES TR7.7K shares-0.08%2025-12-312026-02-04 HUM HUMANA INC2.7K shares-0.18%2025-12-312026-02-04 ADP AUTOMATIC DATA PROCESSING IN2.7K shares-1.97%2025-12-312026-02-04 DGRW WISDOMTREE TR7.7K shares24.79%2025-12-312026-02-04 HGER HARBOR ETF TRUST27.7K sharesnew addition2025-12-312026-02-04 SCCO SOUTHERN COPPER CORP4.8K shares47.62%2025-12-312026-02-04 TT TRANE TECHNOLOGIES PLC1.8K shares-19.96%2025-12-312026-02-04 PLD PROLOGIS INC.5.4K shares59.26%2025-12-312026-02-04 IAUM ISHARES GOLD TR15.8K sharesnew addition2025-12-312026-02-04 MTD METTLER TOLEDO INTERNATIONAL488 shares1.67%2025-12-312026-02-04 CTM CASTELLUM INC745.1K shares8.84%2025-12-312026-02-04 RGTI RIGETTI COMPUTING INC30.3K shares0.14%2025-12-312026-02-04 VHT VANGUARD WORLD FD2.3K shares1.49%2025-12-312026-02-04 SDY SPDR SERIES TRUST4.8K shares-8.52%2025-12-312026-02-04 CL COLGATE PALMOLIVE CO8.4K shares-4.81%2025-12-312026-02-04 GM GENERAL MTRS CO8.1K shares-0.20%2025-12-312026-02-04 NSC NORFOLK SOUTHN CORP2.3K shares0.04%2025-12-312026-02-04 STK COLUMBIA SELIGM PREM TECH GR17.7K shares3.56%2025-12-312026-02-04 SCHW SCHWAB CHARLES CORP6.5K shares26.99%2025-12-312026-02-04 RF REGIONS FINANCIAL CORP NEW23.9K shares0.06%2025-12-312026-02-04 CTAS CINTAS CORP3.4K shares5.19%2025-12-312026-02-04 IJJ ISHARES TR4.9K shares-0.20%2025-12-312026-02-04 BE BLOOM ENERGY CORP7.4K shares13.05%2025-12-312026-02-04 TQQQ PROSHARES TR12.2K shares38.68%2025-12-312026-02-04 SRE SEMPRA7.2K shares25.03%2025-12-312026-02-04 CRWV COREWEAVE INC8.9K shares189.27%2025-12-312026-02-04 BSMS INVESCO EXCH TRD SLF IDX FD26.8K shares18.86%2025-12-312026-02-04 IJT ISHARES TR4.5K shares-2.02%2025-12-312026-02-04 SONO SONOS INC35.8K shares10.91%2025-12-312026-02-04 TBIL RBB FD INC12.5K shares-66.05%2025-12-312026-02-04 BSMT INVESCO EXCH TRD SLF IDX FD27.0K shares3.06%2025-12-312026-02-04 ICE INTERCONTINENTAL EXCHANGE IN3.8K shares0.39%2025-12-312026-02-04 MCO MOODYS CORP1.2K shares8.59%2025-12-312026-02-04 NUE NUCOR CORP3.8K shares9.77%2025-12-312026-02-04 AZO AUTOZONE INC183 shares34.56%2025-12-312026-02-04 MTB M & T BK CORP3.1K shares11.34%2025-12-312026-02-04 HACK AMPLIFY ETF TR7.7K shares-1.29%2025-12-312026-02-04 GRMN GARMIN LTD3.0K shares15.21%2025-12-312026-02-04 DVA DAVITA INC5.4K shares0.09%2025-12-312026-02-04 SPHY SPDR SERIES TRUST25.8K shares-88.38%2025-12-312026-02-04 FXG FIRST TR EXCHANGE TRADED FD10.0K shares-9.23%2025-12-312026-02-04 FTCS FIRST TR EXCHANGE-TRADED FD6.5K shares1.08%2025-12-312026-02-04 MOO VANECK ETF TRUST8.3K shares0.00%2025-12-312026-02-04 BSMU INVESCO EXCH TRD SLF IDX FD27.4K shares49.58%2025-12-312026-02-04 MAGS LISTED FDS TR9.0K sharesnew addition2025-12-312026-02-04 DGX QUEST DIAGNOSTICS INC3.4K shares0.00%2025-12-312026-02-04 DEFR ETF SER SOLUTIONS21.8K sharesnew addition2025-12-312026-02-04 FSTA FIDELITY COVINGTON TRUST11.8K shares1.76%2025-12-312026-02-04 USMV ISHARES TR6.1K shares0.62%2025-12-312026-02-04 ROK ROCKWELL AUTOMATION INC1.5K sharesnew addition2025-12-312026-02-04 GDXJ VANECK ETF TRUST5.0K shares-8.60%2025-12-312026-02-04 CEG CONSTELLATION ENERGY CORP1.6K shares30.88%2025-12-312026-02-04 IGIB ISHARES TR10.5K shares-52.68%2025-12-312026-02-04 USB US BANCORP DEL10.6K shares0.56%2025-12-312026-02-04 COP CONOCOPHILLIPS6.0K shares-1.69%2025-12-312026-02-04 ACWX ISHARES TR8.3K shares5.63%2025-12-312026-02-04 SOUN SOUNDHOUND AI INC56.1K shares1.73%2025-12-312026-02-04 REMX VANECK ETF TRUST7.5K sharesnew addition2025-12-312026-02-04 CME CME GROUP INC2.0K shares-4.24%2025-12-312026-02-04 IUSV ISHARES TR5.4K shares13.31%2025-12-312026-02-04 ZS ZSCALER INC2.5K sharesnew addition2025-12-312026-02-04 MNST MONSTER BEVERAGE CORP NEW7.2K shares25.00%2025-12-312026-02-04 CENCORA INC CENCORA INC1.6K shares0.68%2025-12-312026-02-04 IVOG VANGUARD ADMIRAL FDS INC4.6K shares2.70%2025-12-312026-02-04 HEDJ WISDOMTREE TR10.3K shares0.00%2025-12-312026-02-04 CNI CANADIAN NATL RY CO5.5K shares5.00%2025-12-312026-02-04 EPD ENTERPRISE PRODS PARTNERS L16.7K shares19.79%2025-12-312026-02-04 IVOV VANGUARD ADMIRAL FDS INC5.3K shares1.81%2025-12-312026-02-04 EME EMCOR GROUP INC867 shares53.72%2025-12-312026-02-04 ITA ISHARES TR2.5K shares2.84%2025-12-312026-02-04 TYL TYLER TECHNOLOGIES INC1.2K shares3.10%2025-12-312026-02-04 SLB SLB LIMITED13.7K shares35.86%2025-12-312026-02-04 ALL ALLSTATE CORP2.5K shares-2.74%2025-12-312026-02-04 QLC FLEXSHARES TR6.5K shares0.00%2025-12-312026-02-04 LNG CHENIERE ENERGY INC2.7K shares18.97%2025-12-312026-02-04 IWV ISHARES TR1.3K shares0.00%2025-12-312026-02-04 ASCE ALLSPRING EXCHANGE TRADED FU18.8K sharesnew addition2025-12-312026-02-04 LMBS FIRST TR EXCHANGE-TRADED FD10.0K shares-3.08%2025-12-312026-02-04 HWKN HAWKINS INC3.5K shares0.00%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available