The Analysis of NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holdings
Currently, NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds 746 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in IVV (+52.7K shares, valued at $36.1M), DIA (+35.5K shares, valued at $17.1M), VUG (+35.0K shares, valued at $17.1M); decreased their positions in TSLA (-7.2K shares, valued at $3.3M), COST (-1.8K shares, valued at $1.5M), WELL (-7.6K shares, valued at $1.4M); initiated new positions in LPLA (+14.2K shares, valued at $5.1M), CFA (+51.4K shares, valued at $4.7M), CORZ (+204.7K shares, valued at $3.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES CORE S&P 500 ETF73.0K shares260.80%2025-12-312026-01-26
NVDA NVIDIA CORPORATION COM260.5K shares11.37%2025-12-312026-01-26 AAPL APPLE INC COM162.0K shares6.75%2025-12-312026-01-26 MSFT MICROSOFT CORP COM83.7K shares13.95%2025-12-312026-01-26 VUG VANGUARD GROWTH ETF63.3K shares123.19%2025-12-312026-01-26 IJH ISHARES CORE S&P MID-CAP ETF465.1K shares8.08%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TRUST44.5K shares116.83%2025-12-312026-01-26 IWV ISHARES RUSSELL 3000 ETF67.3K shares1.99%2025-12-312026-01-26 FBCG FIDELITY BLUE CHIP GROWTH ETF441.6K shares14.58%2025-12-312026-01-26 AMZN AMAZON COM INC COM96.1K shares18.18%2025-12-312026-01-26 META META PLATFORMS INC CL A32.9K shares33.10%2025-12-312026-01-26 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF149.7K shares105.13%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO. COM63.7K shares12.51%2025-12-312026-01-26 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF137.8K shares-3.20%2025-12-312026-01-26 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST36.0K shares6525.37%2025-12-312026-01-26 VWO VANGUARD FTSE EMERGING MARKETS ETF294.9K shares20.63%2025-12-312026-01-26 GLD SPDR GOLD SHARES37.5K shares7.02%2025-12-312026-01-26 VO VANGUARD MID-CAP ETF48.2K shares1.37%2025-12-312026-01-26 CGDV CAPITAL GROUP DIVIDEND VALUE ETF294.1K shares10.69%2025-12-312026-01-26 XOM EXXON MOBIL CORP COM98.8K shares23.33%2025-12-312026-01-26 SCHX SCHWAB U.S. LARGE-CAP ETF440.7K shares96.95%2025-12-312026-01-26 SLV ISHARES SILVER TRUST181.8K shares-3.69%2025-12-312026-01-26 V VISA INC COM CL A32.9K shares6.58%2025-12-312026-01-26 SCHD SCHWAB US DIVIDEND EQUITY ETF418.9K shares-1.63%2025-12-312026-01-26 USMV ISHARES MSCI USA MIN VOL FACTOR ETF121.9K shares1.00%2025-12-312026-01-26 JCPB JPMORGAN CORE PLUS BOND ETF234.5K shares28.26%2025-12-312026-01-26 IJR ISHARES CORE S&P SMALL CAP ETF90.4K shares2.66%2025-12-312026-01-26 IJJ ISHARES S&P MID-CAP 400 VALUE ETF82.0K shares3.00%2025-12-312026-01-26 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF129.8K shares7.29%2025-12-312026-01-26 VTV VANGUARD VALUE ETF53.5K shares1.30%2025-12-312026-01-26 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF253.2K shares1.60%2025-12-312026-01-26 COST COSTCO WHOLESALE CORPORATION COM11.1K shares-13.77%2025-12-312026-01-26 IEFA ISHARES CORE MSCI EAFE ETF104.7K shares4.63%2025-12-312026-01-26 SA SEABRIDGE GOLD INC COM310.6K shares-5.12%2025-12-312026-01-26 AVLV AVANTIS U.S. LARGE CAP VALUE ETF118.0K shares10.59%2025-12-312026-01-26 URA GLOBAL X URANIUM ETF202.7K shares-2.50%2025-12-312026-01-26 IEI ISHARES 3-7 YEAR TREASURY BOND ETF71.3K shares39.51%2025-12-312026-01-26 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF105.4K shares347.45%2025-12-312026-01-26 EPD ENTERPRISE PRODS PARTNERS L P COM255.8K shares1.65%2025-12-312026-01-26 VEA VANGUARD FTSE DEVELOPED MARKETS ETF131.1K shares1.41%2025-12-312026-01-26 WMT WALMART INC COM73.1K shares10.88%2025-12-312026-01-26 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF205.1K shares9.36%2025-12-312026-01-26 VIG VANGUARD DIVIDEND APPRECIATION ETF35.7K shares11.22%2025-12-312026-01-26 STIP ISHARES 0-5 YEAR TIPS BOND ETF76.5K shares11.05%2025-12-312026-01-26 SPMO INVESCO S&P 500 MOMENTUM ETF65.3K shares6.64%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS25.3K shares2.06%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY INC DEL CL A10 shares-9.09%2025-12-312026-01-26 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF50.5K shares1.96%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON COM35.5K shares11.29%2025-12-312026-01-26 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS50.1K shares61.93%2025-12-312026-01-26 FTSL FIRST TRUST SENIOR LOAN FUND159.9K shares8.40%2025-12-312026-01-26 BA BOEING CO COM33.7K shares270.83%2025-12-312026-01-26 KLAC KLA CORP COM NEW5.9K shares-4.36%2025-12-312026-01-26 FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF134.3K shares-1.81%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS COM23.4K shares11.39%2025-12-312026-01-26 OBIL US TREASURY 12 MONTH BILL ETF137.9K shares1.59%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC COM7.9K shares796.24%2025-12-312026-01-26 VTI VANGUARD TOTAL STOCK MARKET ETF20.3K shares7.11%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC COM31.7K shares19.35%2025-12-312026-01-26 BAR GRANITESHARES GOLD SHARES159.0K shares3.62%2025-12-312026-01-26 CVX CHEVRON CORP NEW COM42.9K shares35.01%2025-12-312026-01-26 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND69.9K shares0.55%2025-12-312026-01-26 RTX RTX CORPORATION COM35.2K shares47.09%2025-12-312026-01-26 FINS ANGEL OAK FINL STRATEGIES INCM COM BEN INT484.4K shares-5.09%2025-12-312026-01-26 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF141.7K shares67.13%2025-12-312026-01-26 FBND FIDELITY TOTAL BOND ETF136.5K shares31.68%2025-12-312026-01-26 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF90.3K shares1.55%2025-12-312026-01-26 ORCL ORACLE CORP COM30.8K shares5.75%2025-12-312026-01-26 GDX VANECK GOLD MINERS ETF69.7K shares0.07%2025-12-312026-01-26 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN129.0K shares2.38%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC CL A32.8K shares4.10%2025-12-312026-01-26 BXMT BLACKSTONE MTG TR INC COM CL A302.9K shares-2.20%2025-12-312026-01-26 SIVR ABRDN PHYSICAL SILVER SHARES ETF85.1K shares34.97%2025-12-312026-01-26 CSCO CISCO SYS INC COM72.0K shares2.37%2025-12-312026-01-26 AMGN AMGEN INC COM16.7K shares0.60%2025-12-312026-01-26 IVW ISHARES S&P 500 GROWTH ETF44.1K shares6.95%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING INC COM21.1K shares0.33%2025-12-312026-01-26 COWZ PACER US CASH COWS 100 ETF89.5K shares12.51%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC COM29.1K shares71.39%2025-12-312026-01-26 CALF PACER US SMALL CAP CASH COWS ETF118.2K shares4.17%2025-12-312026-01-26 CASY CASEYS GEN STORES INC COM9.2K shares8.64%2025-12-312026-01-26 LPLA LPL FINL HLDGS INC COM14.2K sharesnew addition2025-12-312026-01-26 PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER120.9K shares60.59%2025-12-312026-01-26 EMR EMERSON ELEC CO COM37.9K shares18.87%2025-12-312026-01-26 ET ENERGY TRANSFER L P COM UT LTD PTN300.6K shares1.95%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC COM120.7K shares9.92%2025-12-312026-01-26 ABBV ABBVIE INC COM21.4K shares30.18%2025-12-312026-01-26 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF36.4K shares2.68%2025-12-312026-01-26 CFA VICTORYSHARES US 500 VOLATILITY WTD ETF51.4K sharesnew addition2025-12-312026-01-26 NFLX NETFLIX INC. COM48.6K shares847.54%2025-12-312026-01-26 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF65.6K shares9.61%2025-12-312026-01-26 HWKN HAWKINS INC COM31.4K shares-2.28%2025-12-312026-01-26 PTL INSPIRE 500 ETF17.9K shares24.31%2025-12-312026-01-26 PG PROCTER & GAMBLE CO COM30.8K shares4.74%2025-12-312026-01-26 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF82.4K shares2.65%2025-12-312026-01-26 PSX PHILLIPS 66 COM32.6K shares-0.53%2025-12-312026-01-26 TSLA TESLA INC COM9.3K shares-43.66%2025-12-312026-01-26 SCHE SCHWAB EMERGING MARKETS EQUITY ETF125.3K shares5.47%2025-12-312026-01-26 USTB VICTORYSHARES SHORT-TERM BOND ETF79.3K shares8.79%2025-12-312026-01-26 NEE NEXTERA ENERGY INC COM48.4K shares-0.61%2025-12-312026-01-26 DE DEERE & CO COM8.3K shares16.72%2025-12-312026-01-26 LLY ELI LILLY & CO COM3.6K shares-5.02%2025-12-312026-01-26 JAAA JANUS HENDERSON AAA CLO ETF75.1K shares13.03%2025-12-312026-01-26 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES37.1K shares-14.55%2025-12-312026-01-26 COF CAPITAL ONE FINL CORP COM15.7K shares251.80%2025-12-312026-01-26 ADI ANALOG DEVICES INC COM14.0K shares-1.90%2025-12-312026-01-26 ABT ABBOTT LABS COM30.2K shares1.54%2025-12-312026-01-26 RGLD ROYAL GOLD INC COM16.8K shares5.27%2025-12-312026-01-26 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF52.4K shares13.19%2025-12-312026-01-26 LOW LOWES COS INC COM15.5K shares1.04%2025-12-312026-01-26 PWR QUANTA SVCS INC COM8.8K shares41.87%2025-12-312026-01-26 EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF96.7K shares9.55%2025-12-312026-01-26 BKDV BNY MELLON DYNAMIC VALUE ETF125.4K shares356.16%2025-12-312026-01-26 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF34.4K shares1572.37%2025-12-312026-01-26 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF47.0K shares13.26%2025-12-312026-01-26 ENSG ENSIGN GROUP INC COM20.2K shares-0.10%2025-12-312026-01-26 COPY TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS268.2K shares15.06%2025-12-312026-01-26 NEM NEWMONT CORP COM34.6K shares-5.47%2025-12-312026-01-26 BKNG BOOKING HOLDINGS INC COM643 shares5.58%2025-12-312026-01-26 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF42.1K shares-0.30%2025-12-312026-01-26 VTHR VANGUARD RUSSELL 3000 ETF11.2K shares-1.03%2025-12-312026-01-26 MSTR STRATEGY INC CL A NEW22.2K shares12.24%2025-12-312026-01-26 UNM UNUM GROUP COM42.9K shares-1.11%2025-12-312026-01-26 CAT CATERPILLAR INC COM5.7K shares6.70%2025-12-312026-01-26 FCX FREEPORT-MCMORAN INC CL B64.4K shares0.32%2025-12-312026-01-26 EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF77.8K shares-1.41%2025-12-312026-01-26 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND139.1K shares21.16%2025-12-312026-01-26 KMI KINDER MORGAN INC DEL COM116.7K shares15.21%2025-12-312026-01-26 CGCP CAPITAL GROUP CORE PLUS INCOME ETF141.4K shares4.48%2025-12-312026-01-26 ONDS ONDAS HOLDINGS INC COM NEW325.1K shares13.87%2025-12-312026-01-26 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF55.1K shares8.67%2025-12-312026-01-26 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF89.4K shares46.50%2025-12-312026-01-26 IVE ISHARES S&P 500 VALUE ETF14.6K shares1.98%2025-12-312026-01-26 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF14.5K shares37.63%2025-12-312026-01-26 BIBL INSPIRE 100 ETF68.4K shares21.49%2025-12-312026-01-26 KT KT CORP SPONSORED ADR158.5K shares-0.01%2025-12-312026-01-26 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF62.5K shares0.30%2025-12-312026-01-26 CORZ CORE SCIENTIFIC INC NEW COM204.7K sharesnew addition2025-12-312026-01-26 MCD MCDONALDS CORP COM9.7K shares2.93%2025-12-312026-01-26 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF19.1K shares14.59%2025-12-312026-01-26 OIH VANECK OIL SERVICES ETF10.3K shares-0.23%2025-12-312026-01-26 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF50.3K shares16.84%2025-12-312026-01-26 EWY ISHARES MSCI SOUTH KOREA ETF30.0K shares0.00%2025-12-312026-01-26 HDV ISHARES CORE HIGH DIVIDEND ETF23.7K shares36.26%2025-12-312026-01-26 AMP AMERIPRISE FINL INC COM5.8K shares1.44%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC COM24.7K shares27.06%2025-12-312026-01-26 PEP PEPSICO INC COM19.8K shares11.19%2025-12-312026-01-26 CRM SALESFORCE INC COM10.6K shares6.45%2025-12-312026-01-26 PNW PINNACLE WEST CAP CORP COM31.4K shares-0.75%2025-12-312026-01-26 GLW CORNING INC COM31.8K shares604.52%2025-12-312026-01-26 BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF74.4K shares-0.28%2025-12-312026-01-26 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND30.6K shares-2.69%2025-12-312026-01-26 HD HOME DEPOT INC COM7.9K shares-3.23%2025-12-312026-01-26 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF61.3K shares-22.50%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP COM7.6K shares4.66%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC COM10.9K shares0.26%2025-12-312026-01-26 IWS ISHARES RUSSELL MID-CAP VALUE ETF18.7K shares11.56%2025-12-312026-01-26 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF82.6K shares-0.92%2025-12-312026-01-26 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF27.3K shares-0.08%2025-12-312026-01-26 SBUX STARBUCKS CORP COM30.7K shares-3.36%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO COM6.9K shares4.31%2025-12-312026-01-26 WELL WELLTOWER INC COM13.5K shares-35.90%2025-12-312026-01-26 LHX L3HARRIS TECHNOLOGIES INC COM8.5K shares0.28%2025-12-312026-01-26 HWM HOWMET AEROSPACE INC COM12.1K shares-4.78%2025-12-312026-01-26 OKE ONEOK INC NEW COM33.7K shares17.48%2025-12-312026-01-26 COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF82.5K shares7.69%2025-12-312026-01-26 PFF ISHARES PREFERRED & INCOME SECURITIES ETF78.2K shares0.08%2025-12-312026-01-26 IWM ISHARES RUSSELL 2000 ETF9.8K shares354.66%2025-12-312026-01-26 RMD RESMED INC COM9.7K shares2.30%2025-12-312026-01-26 PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER53.7K shares-0.20%2025-12-312026-01-26 JGRO JPMORGAN ACTIVE GROWTH ETF25.1K shares23.18%2025-12-312026-01-26 PFE PFIZER INC COM93.0K shares3.99%2025-12-312026-01-26 CME CME GROUP INC COM8.4K shares-0.49%2025-12-312026-01-26 SII SPROTT INC COM NEW23.0K shares0.00%2025-12-312026-01-26 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF45.6K shares-3.62%2025-12-312026-01-26 CB CHUBB LIMITED COM7.2K shares6.21%2025-12-312026-01-26 FTGS FIRST TRUST GROWTH STRENGTH ETF63.0K shares-2.55%2025-12-312026-01-26 RWL INVESCO S&P 500 REVENUE ETF19.3K shares-20.44%2025-12-312026-01-26 VV VANGUARD LARGE-CAP ETF7.0K shares0.43%2025-12-312026-01-26 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF49.2K shares103.45%2025-12-312026-01-26 ARES ARES MANAGEMENT CORPORATION CL A COM STK13.6K sharesnew addition2025-12-312026-01-26 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF113.1K shares18.64%2025-12-312026-01-26 AFL AFLAC INC COM19.8K shares1.24%2025-12-312026-01-26 MGC VANGUARD MEGA CAP ETF8.7K shares0.06%2025-12-312026-01-26 CCJ CAMECO CORP COM23.8K shares-1.62%2025-12-312026-01-26 IWR ISHARES RUSSELL MIDCAP ETF22.5K shares-6.20%2025-12-312026-01-26 BLES INSPIRE GLOBAL HOPE ETF48.8K shares57.27%2025-12-312026-01-26 HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF24.1K shares66.84%2025-12-312026-01-26 LMAT LEMAITRE VASCULAR INC COM25.4K shares1.65%2025-12-312026-01-26 ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF53.0K shares-2.50%2025-12-312026-01-26 UTHR UNITED THERAPEUTICS CORP DEL COM4.0K shares14.89%2025-12-312026-01-26 VRTX VERTEX PHARMACEUTICALS INC COM4.3K shares-0.05%2025-12-312026-01-26 MS MORGAN STANLEY COM NEW10.7K shares86.61%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC CL A4.0K shares7.78%2025-12-312026-01-26 AM ANTERO MIDSTREAM CORP COM105.8K shares1.32%2025-12-312026-01-26 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF40.4K shares106.97%2025-12-312026-01-26 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF34.2K shares5.84%2025-12-312026-01-26 AGG ISHARES CORE U.S. AGGREGATE BOND ETF18.8K shares0.83%2025-12-312026-01-26 AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF40.3K shares166.32%2025-12-312026-01-26 IUSV ISHARES CORE S&P US VALUE ETF18.1K shares-6.05%2025-12-312026-01-26 FTCS FIRST TRUST CAPITAL STRENGTH ETF20.0K shares4.02%2025-12-312026-01-26 CGUS CAPITAL GROUP CORE EQUITY ETF46.1K shares2.26%2025-12-312026-01-26 HTGC HERCULES CAPITAL INC COM98.3K shares1.70%2025-12-312026-01-26 XLG INVESCO S&P 500 TOP 50 ETF30.9K shares-9.28%2025-12-312026-01-26 HYTI FT VEST HIGH YIELD & TARGET INCOME ETF90.5K sharesnew addition2025-12-312026-01-26 UJUL INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY45.5K shares2.03%2025-12-312026-01-26 IWD ISHARES RUSSELL 1000 VALUE ETF8.4K shares1.42%2025-12-312026-01-26 BSV VANGUARD SHORT-TERM BOND ETF21.8K shares-3.08%2025-12-312026-01-26 BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF13.6K shares-6.16%2025-12-312026-01-26 FEGE FIRST EAGLE GLOBAL EQUITY ETF36.5K shares31.08%2025-12-312026-01-26 IUSG ISHARES CORE S&P U.S. GROWTH ETF10.0K shares-10.74%2025-12-312026-01-26 IWO ISHARES RUSSELL 2000 GROWTH ETF5.2K shares-10.97%2025-12-312026-01-26 GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE41.5K shares-12.46%2025-12-312026-01-26 JQUA JPMORGAN U.S. QUALITY FACTOR ETF25.9K shares-1.10%2025-12-312026-01-26 FIX COMFORT SYS USA INC COM1.8K shares-11.88%2025-12-312026-01-26 BUFR FT VEST LADDERED BUFFER ETF47.4K shares14.09%2025-12-312026-01-26 EVR EVERCORE INC CLASS A4.8K shares0.55%2025-12-312026-01-26 IONQ IONQ INC COM36.1K shares-26.63%2025-12-312026-01-26 FN FABRINET SHS3.5K shares-1.29%2025-12-312026-01-26 PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE38.3K shares-1.19%2025-12-312026-01-26 FDX FEDEX CORP COM5.5K shares10.38%2025-12-312026-01-26 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF11.2K shares-2.20%2025-12-312026-01-26 IBD INSPIRE CORPORATE BOND ETF65.5K shares19.11%2025-12-312026-01-26 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW20.8K shares25.46%2025-12-312026-01-26 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF13.2K shares-3.29%2025-12-312026-01-26 SPGI S&P GLOBAL INC COM3.0K shares0.27%2025-12-312026-01-26 COP CONOCOPHILLIPS COM16.5K 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shares-1.34%2025-12-312026-01-26 T AT&T INC COM48.2K shares3.71%2025-12-312026-01-26 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF15.4K shares-0.75%2025-12-312026-01-26 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF26.0K shares52.64%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP COM2.4K shares55.53%2025-12-312026-01-26 REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF14.1K shares5.90%2025-12-312026-01-26 RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF44.4K shares7.25%2025-12-312026-01-26 FXU FIRST TRUST UTILITIES ALPHADEX FUND25.7K shares30.30%2025-12-312026-01-26 LTTI FT VEST 20 YEAR TREASURY & TARGET INCOME ETF60.0K shares32.10%2025-12-312026-01-26 QTUM DEFIANCE QUANTUM ETF10.5K shares1.85%2025-12-312026-01-26 QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF27.0K shares1.16%2025-12-312026-01-26 QUAL ISHARES MSCI USA QUALITY FACTOR ETF5.7K shares-21.26%2025-12-312026-01-26 DVY ISHARES SELECT DIVIDEND ETF8.0K shares42.21%2025-12-312026-01-26 RRC 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COM5.0K shares8.80%2025-12-312026-01-26 ISMD INSPIRE SMALL/MID CAP ETF22.4K shares18.31%2025-12-312026-01-26 XYL XYLEM INC COM6.3K shares266.84%2025-12-312026-01-26 SDY STATE STREET SPDR S&P DIVIDEND ETF6.2K shares127.99%2025-12-312026-01-26 ARDC ARES DYNAMIC CR ALLOCATION FD COM64.3K shares-7.51%2025-12-312026-01-26 INTC INTEL CORP COM23.1K shares14.00%2025-12-312026-01-26 EMF TEMPLETON EMERGING MKTS FD COM50.0K shares0.00%2025-12-312026-01-26 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF33.6K shares180.83%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC COM2.6K shares25.21%2025-12-312026-01-26 IBB ISHARES BIOTECHNOLOGY ETF5.0K shares107.02%2025-12-312026-01-26 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF35.5K shares11.22%2025-12-312026-01-26 IHI ISHARES U.S. MEDICAL DEVICES ETF13.5K shares-3.44%2025-12-312026-01-26 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS52.8K sharesnew addition2025-12-312026-01-26 FESM FIDELITY ENHANCED SMALL CAP ETF22.0K shares19.52%2025-12-312026-01-26 UNP UNION PAC CORP COM3.6K shares5.10%2025-12-312026-01-26 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF62.4K shares-6.15%2025-12-312026-01-26 NAK NORTHERN DYNASTY MINERALS LTD COM NEW418.3K shares0.00%2025-12-312026-01-26 JPST JPMORGAN ULTRA-SHORT INCOME ETF16.2K shares1.75%2025-12-312026-01-26 BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER16.6K shares-0.27%2025-12-312026-01-26 GILD GILEAD SCIENCES INC COM6.7K shares0.88%2025-12-312026-01-26 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF10.3K shares10.78%2025-12-312026-01-26 ECOW PACER EMERGING MARKETS CASH COWS 100 ETF33.0K shares-2.96%2025-12-312026-01-26 VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF31.6K shares1.89%2025-12-312026-01-26 PLD PROLOGIS INC. COM6.2K shares118.37%2025-12-312026-01-26 RVT ROYCE SMALL CAP TRUST INC COM49.2K shares1.68%2025-12-312026-01-26 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF12.6K shares-3.18%2025-12-312026-01-26 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF17.7K shares97.69%2025-12-312026-01-26 TSLX SIXTH STREET SPECIALTY LENDING COM35.7K shares1.23%2025-12-312026-01-26 MUB ISHARES NATIONAL MUNI BOND ETF7.2K shares4.07%2025-12-312026-01-26 KNGZ FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF21.6K shares0.00%2025-12-312026-01-26 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF14.6K shares15.95%2025-12-312026-01-26 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX5.0K shares2.23%2025-12-312026-01-26 GBIL ACCESS TREASURY 0-1 YEAR ETF7.7K sharesnew addition2025-12-312026-01-26 ENB ENBRIDGE INC COM16.0K shares-9.33%2025-12-312026-01-26 VAW VANGUARD MATERIALS ETF3.7K shares-0.38%2025-12-312026-01-26 KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY18.5K shares-0.16%2025-12-312026-01-26 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF17.9K shares258.79%2025-12-312026-01-26 MGK VANGUARD MEGA CAP GROWTH ETF1.8K shares-2.14%2025-12-312026-01-26 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF27.5K shares7.86%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO COM13.9K shares134.49%2025-12-312026-01-26 O REALTY INCOME CORP COM13.2K shares5.42%2025-12-312026-01-26 APP APPLOVIN CORP COM CL A1.1K shares6.64%2025-12-312026-01-26 RMBS RAMBUS INC DEL COM8.0K shares-9.37%2025-12-312026-01-26 KR KROGER CO COM11.8K shares-0.58%2025-12-312026-01-26 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF20.0K shares40.80%2025-12-312026-01-26 HFRO HIGHLAND OPPS & INCOME FD HIGHLAND INCOME122.3K shares-5.97%2025-12-312026-01-26 DG DOLLAR GEN CORP NEW COM5.5K sharesnew addition2025-12-312026-01-26 SMH VANECK SEMICONDUCTOR ETF2.0K shares-0.25%2025-12-312026-01-26 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF6.7K shares4.01%2025-12-312026-01-26 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF6.5K shares7.45%2025-12-312026-01-26 APH AMPHENOL CORP NEW CL A5.3K shares-16.71%2025-12-312026-01-26 BGX BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT60.8K shares0.00%2025-12-312026-01-26 AMT AMERICAN TOWER CORP NEW COM4.0K shares-5.30%2025-12-312026-01-26 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF9.7K shares1.38%2025-12-312026-01-26 FLOT ISHARES FLOATING RATE BOND ETF13.8K shares-22.23%2025-12-312026-01-26 TXN TEXAS INSTRS INC COM4.0K shares-1.74%2025-12-312026-01-26 SCHP SCHWAB US TIPS ETF25.6K shares71.56%2025-12-312026-01-26 AZN ASTRAZENECA PLC SPONSORED ADR7.3K shares36.28%2025-12-312026-01-26 JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF17.1K shares-1.14%2025-12-312026-01-26 ACWI ISHARES MSCI ACWI ETF4.7K shares3.15%2025-12-312026-01-26 GEV GE VERNOVA INC COM1.0K shares56.79%2025-12-312026-01-26 CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF22.8K shares145.47%2025-12-312026-01-26 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF6.5K shares20.51%2025-12-312026-01-26 OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF16.7K shares-1.08%2025-12-312026-01-26 SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF30.1K shares-1.34%2025-12-312026-01-26 FELC FIDELITY ENHANCED LARGE CAP CORE ETF16.8K shares175.69%2025-12-312026-01-26 SKOR FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND13.0K shares-26.79%2025-12-312026-01-26 OKLO OKLO INC COM CL A8.9K shares11.75%2025-12-312026-01-26 HQH ABRDN HEALTHCARE INVESTORS SH BEN INT33.7K shares-1.75%2025-12-312026-01-26 NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW165.4K shares37.37%2025-12-312026-01-26 CSX CSX CORP COM17.4K shares0.84%2025-12-312026-01-26 BCX BLACKROCK RES & COMMODITIES ST SHS57.2K shares-8.83%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC COM NEW1.1K shares26.64%2025-12-312026-01-26 VOE VANGUARD MID-CAP VALUE ETF3.5K shares-1.71%2025-12-312026-01-26 FTQI FIRST TRUST NASDAQ BUYWRITE INCOME ETF29.8K shares17.31%2025-12-312026-01-26 APRW ALLIANZIM U.S. EQUITY BUFFER20 APR ETF17.8K shares-1.09%2025-12-312026-01-26 KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL17.5K shares-0.51%2025-12-312026-01-26 RPV INVESCO S&P 500 PURE VALUE ETF5.9K shares0.00%2025-12-312026-01-26 FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND5.4K shares-6.77%2025-12-312026-01-26 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF6.5K shares0.64%2025-12-312026-01-26 KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER18.0K shares-2.35%2025-12-312026-01-26 HPE HEWLETT PACKARD ENTERPRISE CO COM25.1K sharesnew addition2025-12-312026-01-26 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR18.2K shares43.99%2025-12-312026-01-26 OEF ISHARES S&P 100 ETF1.7K shares37.47%2025-12-312026-01-26 PHO INVESCO WATER RESOURCES ETF8.4K shares3.44%2025-12-312026-01-26 CGBL CAPITAL GROUP CORE BALANCED ETF16.7K shares9.88%2025-12-312026-01-26 FIW FIRST TRUST WATER ETF5.4K shares0.02%2025-12-312026-01-26 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF11.3K shares-17.19%2025-12-312026-01-26 BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF14.3K sharesnew addition2025-12-312026-01-26 SHLD GLOBAL X DEFENSE TECH ETF8.9K shares182.29%2025-12-312026-01-26 HON HONEYWELL INTL INC COM2.9K shares12.65%2025-12-312026-01-26 AVEM AVANTIS EMERGING MARKETS EQUITY ETF7.4K shares-0.52%2025-12-312026-01-26 UTG REAVES UTIL INCOME FD COM SH BEN INT15.6K shares0.00%2025-12-312026-01-26 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF10.8K sharesnew addition2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC CL B5.7K shares52.37%2025-12-312026-01-26 MO ALTRIA GROUP INC COM9.8K shares-2.00%2025-12-312026-01-26 GBDC GOLUB CAP BDC INC COM41.7K shares-1.46%2025-12-312026-01-26 LQTI FT VEST INVESTMENT GRADE & TARGET INCOME ETF28.0K shares64.87%2025-12-312026-01-26 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER23.9K shares-0.63%2025-12-312026-01-26 ROK ROCKWELL AUTOMATION INC COM1.4K shares1.97%2025-12-312026-01-26 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF12.0K sharesnew addition2025-12-312026-01-26 PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL14.3K shares0.62%2025-12-312026-01-26 URNM SPROTT URANIUM MINERS ETF10.2K shares-29.99%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP COM5.5K shares28.97%2025-12-312026-01-26 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF9.7K shares102.20%2025-12-312026-01-26 MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF12.5K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available