The Analysis of Obermeyer Wealth Partners's Holdings


Currently, Obermeyer Wealth Partners holds 288 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in VTI (+85.3K shares, valued at $28.6M), MSI (+39.6K shares, valued at $15.2M), BN (+213.0K shares, valued at $9.8M); decreased their positions in NVO (-252.5K shares, valued at $12.8M), CMCSA (-386.3K shares, valued at $11.5M), ZTS (-78.6K shares, valued at $9.9M); initiated new positions in VOYG (+209.3K shares, valued at $5.5M), VBIL (+59.9K shares, valued at $4.5M), XLV (+22.8K shares, valued at $3.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC384.8K shares-4.38%2025-12-312026-01-29history
QUAL ISHARES TR548.6K shares-1.00%2025-12-312026-01-29history
MSFT MICROSOFT CORP202.6K shares-3.50%2025-12-312026-01-29history
VANGUARD INDEX FDS VANGUARD INDEX FDS155.5K shares2.69%2025-12-312026-01-29history
AAPL APPLE INC327.4K shares-3.59%2025-12-312026-01-29history
NVDA NVIDIA CORPORATION435.5K shares-3.36%2025-12-312026-01-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD256.6K shares-4.27%2025-12-312026-01-29history
JAAA JANUS DETROIT STR TR1.5M shares12.84%2025-12-312026-01-29history
Sponsored
AMZN AMAZON COM INC320.6K shares0.16%2025-12-312026-01-29history
MA MASTERCARD INCORPORATED118.7K shares-2.17%2025-12-312026-01-29history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL134.0K shares-2.75%2025-12-312026-01-29history
BROADCOM INC BROADCOM INC192.6K shares-4.42%2025-12-312026-01-29history
TBIL RBB FD INC1.3M shares16.35%2025-12-312026-01-29history
URTH ISHARES INC353.0K shares0.42%2025-12-312026-01-29history
VTI VANGUARD INDEX FDS192.4K shares79.72%2025-12-312026-01-29history
META META PLATFORMS INC78.4K shares-1.10%2025-12-312026-01-29history
Sponsored
RTX RTX CORPORATION263.2K shares-3.58%2025-12-312026-01-29history
ASML ASML HOLDING N V43.2K shares-2.63%2025-12-312026-01-29history
WMT WALMART INC352.5K shares-1.72%2025-12-312026-01-29history
UNH UNITEDHEALTH GROUP INC111.1K shares-2.68%2025-12-312026-01-29history
AON PLC AON PLC98.3K shares-2.70%2025-12-312026-01-29history
HD HOME DEPOT INC87.9K shares-1.18%2025-12-312026-01-29history
CME CME GROUP INC109.5K shares-0.82%2025-12-312026-01-29history
BN BROOKFIELD CORP646.2K shares49.18%2025-12-312026-01-29history
Sponsored
NVR NVR INC4.0K shares-2.36%2025-12-312026-01-29history
INVESCO QQQ TR INVESCO QQQ TR45.8K shares-0.84%2025-12-312026-01-29history
SAP SAP SE106.3K shares-1.04%2025-12-312026-01-29history
DE DEERE & CO52.6K shares-2.16%2025-12-312026-01-29history
CB CHUBB LIMITED75.5K shares-8.43%2025-12-312026-01-29history
NEE NEXTERA ENERGY INC292.9K shares-0.88%2025-12-312026-01-29history
XOM EXXON MOBIL CORP167.9K shares-2.14%2025-12-312026-01-29history
SHW SHERWIN WILLIAMS CO60.3K shares-16.95%2025-12-312026-01-29history
Sponsored
MSI MOTOROLA SOLUTIONS INC49.3K shares409.35%2025-12-312026-01-29history
TXN TEXAS INSTRS INC96.8K shares-19.93%2025-12-312026-01-29history
LLY ELI LILLY & CO15.6K shares1.20%2025-12-312026-01-29history
MOAT VANECK ETF TRUST160.2K shares-0.96%2025-12-312026-01-29history
LMBS FIRST TR EXCHANGE-TRADED FD325.1K shares6.20%2025-12-312026-01-29history
UPS UNITED PARCEL SERVICE INC154.3K shares-0.73%2025-12-312026-01-29history
SPY SPDR S&P 500 ETF TR20.8K shares6.08%2025-12-312026-01-29history
VGLT VANGUARD SCOTTSDALE FDS253.5K shares14.77%2025-12-312026-01-29history
Sponsored
VEA VANGUARD TAX-MANAGED FDS225.7K shares24.40%2025-12-312026-01-29history
JPM JPMORGAN CHASE & CO.33.7K shares0.84%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC34.5K shares-7.61%2025-12-312026-01-29history
BRK.A BERKSHIRE HATHAWAY INC DEL14 shares-6.67%2025-12-312026-01-29history
ARCC ARES CAPITAL CORP413.2K shares11.61%2025-12-312026-01-29history
V VISA INC22.0K shares-10.17%2025-12-312026-01-29history
NVO NOVO-NORDISK A S140.8K shares-64.20%2025-12-312026-01-29history
USB US BANCORP DEL118.3K shares0.49%2025-12-312026-01-29history
Sponsored
ZTS ZOETIS INC46.9K shares-62.65%2025-12-312026-01-29history
VOYG VOYAGER TECHNOLOGIES INC209.3K sharesnew addition2025-12-312026-01-29history
LOW LOWES COS INC21.9K shares-0.59%2025-12-312026-01-29history
GLD SPDR GOLD TR11.6K shares-3.51%2025-12-312026-01-29history
VBIL VANGUARD INSTL INDEX FD59.9K sharesnew addition2025-12-312026-01-29history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC28.7K shares504.82%2025-12-312026-01-29history
SPSM SPDR SERIES TRUST86.5K shares-4.75%2025-12-312026-01-29history
XLV SELECT SECTOR SPDR TR22.8K sharesnew addition2025-12-312026-01-29history
Sponsored
IEV ISHARES TR49.3K shares-1.84%2025-12-312026-01-29history
VV VANGUARD INDEX FDS10.5K shares0.44%2025-12-312026-01-29history
EATON CORP PLC EATON CORP PLC9.8K shares-1.25%2025-12-312026-01-29history
WM WASTE MGMT INC DEL13.4K shares-1.71%2025-12-312026-01-29history
ATO ATMOS ENERGY CORP17.4K shares-1.24%2025-12-312026-01-29history
COST COSTCO WHSL CORP NEW3.3K shares0.78%2025-12-312026-01-29history
VYM VANGUARD WHITEHALL FDS19.4K shares4.63%2025-12-312026-01-29history
IWF ISHARES TR5.8K shares-0.07%2025-12-312026-01-29history
Sponsored
IVV ISHARES TR3.9K shares1.01%2025-12-312026-01-29history
ADI ANALOG DEVICES INC9.8K shares-0.24%2025-12-312026-01-29history
JNJ JOHNSON & JOHNSON12.6K shares-2.05%2025-12-312026-01-29history
SHEL SHELL PLC33.9K shares-2.46%2025-12-312026-01-29history
CNQ CANADIAN NAT RES LTD73.2K shares-1.32%2025-12-312026-01-29history
OBDC BLUE OWL CAPITAL CORPORATION196.3K shares12.49%2025-12-312026-01-29history
ABBV ABBVIE INC10.6K shares0.99%2025-12-312026-01-29history
AXP AMERICAN EXPRESS CO6.2K shares0.11%2025-12-312026-01-29history
Sponsored
CTVA CORTEVA INC34.0K shares-0.02%2025-12-312026-01-29history
IJR ISHARES TR17.8K shares-0.95%2025-12-312026-01-29history
KO COCA COLA CO29.4K shares-1.12%2025-12-312026-01-29history
UNP UNION PAC CORP8.9K shares-2.91%2025-12-312026-01-29history
VUG VANGUARD INDEX FDS4.2K shares8.95%2025-12-312026-01-29history
PG PROCTER AND GAMBLE CO12.4K shares-2.32%2025-12-312026-01-29history
TJX TJX COS INC NEW11.4K shares-1.33%2025-12-312026-01-29history
MPLX MPLX LP32.3K shares-4.20%2025-12-312026-01-29history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR2.8K shares-0.04%2025-12-312026-01-29history
VICI VICI PPTYS INC60.6K shares0.00%2025-12-312026-01-29history
ABT ABBOTT LABS13.1K shares-0.60%2025-12-312026-01-29history
EVLN MORGAN STANLEY ETF TRUST32.9K shares228.67%2025-12-312026-01-29history
AMAT APPLIED MATLS INC6.1K shares-1.56%2025-12-312026-01-29history
MCD MCDONALDS CORP5.1K shares-2.14%2025-12-312026-01-29history
EEM ISHARES TR27.8K shares-0.44%2025-12-312026-01-29history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.6K shares23.44%2025-12-312026-01-29history
Sponsored
AER AERCAP HOLDINGS NV10.1K shares0.14%2025-12-312026-01-29history
BTI BRITISH AMERN TOB PLC25.3K shares-32.94%2025-12-312026-01-29history
IDXX IDEXX LABS INC2.1K shares-6.74%2025-12-312026-01-29history
AMGN AMGEN INC4.2K shares-3.91%2025-12-312026-01-29history
EPD ENTERPRISE PRODS PARTNERS L42.8K shares0.00%2025-12-312026-01-29history
QNITY ELECTRONICS INC QNITY ELECTRONICS INC16.7K sharesnew addition2025-12-312026-01-29history
VTV VANGUARD INDEX FDS7.0K shares-3.33%2025-12-312026-01-29history
PBR.A PETROLEO BRASILEIRO SA PETRO117.5K shares-0.44%2025-12-312026-01-29history
Sponsored
TOTALENERGIES SE TOTALENERGIES SE20.3K sharesnew addition2025-12-312026-01-29history
ORCL ORACLE CORP6.8K shares-33.49%2025-12-312026-01-29history
RY ROYAL BK CDA7.6K shares0.00%2025-12-312026-01-29history
IWM ISHARES TR5.0K shares0.02%2025-12-312026-01-29history
WFC WELLS FARGO CO NEW13.0K shares-0.52%2025-12-312026-01-29history
DIS DISNEY WALT CO10.6K shares-19.34%2025-12-312026-01-29history
CAT CATERPILLAR INC2.0K shares-1.50%2025-12-312026-01-29history
DHI D R HORTON INC8.0K shares0.00%2025-12-312026-01-29history
Sponsored
DFAC DIMENSIONAL ETF TRUST28.8K shares0.00%2025-12-312026-01-29history
VXUS VANGUARD STAR FDS14.9K sharesnew addition2025-12-312026-01-29history
IBM INTERNATIONAL BUSINESS MACHS3.7K shares5.38%2025-12-312026-01-29history
CRM SALESFORCE INC4.0K shares-1.16%2025-12-312026-01-29history
ISHARES GOLD TR ISHARES GOLD TR13.0K shares-12.91%2025-12-312026-01-29history
JMUB J P MORGAN EXCHANGE TRADED F20.8K sharesnew addition2025-12-312026-01-29history
DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC25.7K shares1.81%2025-12-312026-01-29history
TSLA TESLA INC2.2K shares-0.18%2025-12-312026-01-29history
Sponsored
SHOP SHOPIFY INC6.3K shares-0.56%2025-12-312026-01-29history
GLW CORNING INC11.4K shares0.00%2025-12-312026-01-29history
CVX CHEVRON CORP NEW6.6K shares23.52%2025-12-312026-01-29history
ETV EATON VANCE TAX-MANAGED BUY-69.6K shares-13.06%2025-12-312026-01-29history
ET ENERGY TRANSFER L P58.2K shares-1.39%2025-12-312026-01-29history
EQIX EQUINIX INC1.2K shares0.00%2025-12-312026-01-29history
VCSH VANGUARD SCOTTSDALE FDS11.8K shares-0.11%2025-12-312026-01-29history
XLK SELECT SECTOR SPDR TR6.4K shares106.44%2025-12-312026-01-29history
Sponsored
CENCORA INC CENCORA INC2.7K shares0.56%2025-12-312026-01-29history
EMR EMERSON ELEC CO6.9K shares-13.05%2025-12-312026-01-29history
MERCK & CO INC MERCK & CO INC8.7K shares-1.82%2025-12-312026-01-29history
PANW PALO ALTO NETWORKS INC4.7K shares8.88%2025-12-312026-01-29history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC8.2K shares0.13%2025-12-312026-01-29history
VWO VANGUARD INTL EQUITY INDEX F15.8K shares-2.52%2025-12-312026-01-29history
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC10.0K shares0.28%2025-12-312026-01-29history
RWL INVESCO EXCH TRADED FD TR II7.4K shares0.00%2025-12-312026-01-29history
Sponsored
RWJ INVESCO EXCH TRADED FD TR II17.3K shares-8.41%2025-12-312026-01-29history
BMY BRISTOL-MYERS SQUIBB CO15.6K shares54.58%2025-12-312026-01-29history
BLACKROCK INC BLACKROCK INC781 shares0.00%2025-12-312026-01-29history
SHY ISHARES TR9.8K shares-3.20%2025-12-312026-01-29history
SPGI S&P GLOBAL INC1.5K shares0.00%2025-12-312026-01-29history
IEFA ISHARES TR8.7K shares94.52%2025-12-312026-01-29history
PEP PEPSICO INC5.4K shares4.03%2025-12-312026-01-29history
VIG VANGUARD SPECIALIZED FUNDS3.5K shares0.00%2025-12-312026-01-29history
Sponsored
HON HONEYWELL INTL INC3.9K shares-1.55%2025-12-312026-01-29history
IWR ISHARES TR8.0K shares-23.39%2025-12-312026-01-29history
VHT VANGUARD WORLD FD2.7K sharesnew addition2025-12-312026-01-29history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares-8.12%2025-12-312026-01-29history
IEF ISHARES TR7.7K shares-3.44%2025-12-312026-01-29history
APD AIR PRODS & CHEMS INC3.0K shares-0.63%2025-12-312026-01-29history
KKR & CO INC KKR & CO INC5.7K shares0.00%2025-12-312026-01-29history
SOXX ISHARES TR2.4K shares0.00%2025-12-312026-01-29history
Sponsored
CSCO CISCO SYS INC8.8K shares2.13%2025-12-312026-01-29history
RACE FERRARI N V1.8K shares211.27%2025-12-312026-01-29history
MUB ISHARES TR6.0K shares16.46%2025-12-312026-01-29history
IWB ISHARES TR1.7K shares0.00%2025-12-312026-01-29history
SCHD SCHWAB STRATEGIC TR23.2K shares18.84%2025-12-312026-01-29history
IWD ISHARES TR3.0K shares0.00%2025-12-312026-01-29history
PFE PFIZER INC25.0K shares-0.37%2025-12-312026-01-29history
HERD PACER FDS TR13.9K shares-29.76%2025-12-312026-01-29history
Sponsored
JAVA J P MORGAN EXCHANGE TRADED F8.4K shares0.00%2025-12-312026-01-29history
QQQM INVESCO EXCH TRADED FD TR II2.4K shares26.18%2025-12-312026-01-29history
WELL WELLTOWER INC3.2K shares-1.87%2025-12-312026-01-29history
PFG PRINCIPAL FINANCIAL GROUP IN6.6K shares3.91%2025-12-312026-01-29history
SCHV SCHWAB STRATEGIC TR19.3K shares0.01%2025-12-312026-01-29history
NFLX NETFLIX INC6.1K shares705.30%2025-12-312026-01-29history
MS MORGAN STANLEY3.2K shares0.22%2025-12-312026-01-29history
GS GOLDMAN SACHS GROUP INC643 shares9.35%2025-12-312026-01-29history
Sponsored
GE AEROSPACE GE AEROSPACE1.8K shares1.33%2025-12-312026-01-29history
FIVE FIVE BELOW INC3.0K shares0.00%2025-12-312026-01-29history
DOW DOW INC23.8K shares-0.03%2025-12-312026-01-29history
VB VANGUARD INDEX FDS2.1K shares-7.85%2025-12-312026-01-29history
NN NEXTNAV INC32.6K shares1.10%2025-12-312026-01-29history
SCHG SCHWAB STRATEGIC TR16.2K shares0.90%2025-12-312026-01-29history
PM PHILIP MORRIS INTL INC3.3K shares-9.65%2025-12-312026-01-29history
IEI ISHARES TR4.3K shares-8.37%2025-12-312026-01-29history
Sponsored
VZ VERIZON COMMUNICATIONS INC12.6K shares-12.69%2025-12-312026-01-29history
SPIB SPDR SERIES TRUST15.0K shares0.00%2025-12-312026-01-29history
PIPR PIPER SANDLER COMPANIES1.5K shares0.00%2025-12-312026-01-29history
WMB WILLIAMS COS INC8.3K shares0.00%2025-12-312026-01-29history
HSY HERSHEY CO2.7K shares0.00%2025-12-312026-01-29history
XLE SELECT SECTOR SPDR TR10.8K shares94.04%2025-12-312026-01-29history
VXF VANGUARD INDEX FDS2.3K shares90.27%2025-12-312026-01-29history
MDLZ MONDELEZ INTL INC8.7K shares-0.56%2025-12-312026-01-29history
Sponsored
BLACKSTONE INC BLACKSTONE INC3.0K shares0.87%2025-12-312026-01-29history
AMD ADVANCED MICRO DEVICES INC2.2K shares0.00%2025-12-312026-01-29history
ALL ALLSTATE CORP2.2K shares0.74%2025-12-312026-01-29history
XAR SPDR SERIES TRUST1.9K shares0.00%2025-12-312026-01-29history
DGRO ISHARES TR6.5K shares83.54%2025-12-312026-01-29history
ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN20.2K sharesnew addition2025-12-312026-01-29history
AJG GALLAGHER ARTHUR J & CO1.7K shares-1.19%2025-12-312026-01-29history
DVY ISHARES TR3.2K shares13.50%2025-12-312026-01-29history
Sponsored
SYLD CAMBRIA ETF TR6.4K shares0.25%2025-12-312026-01-29history
STIP ISHARES TR4.3K shares-5.48%2025-12-312026-01-29history
TROW PRICE T ROWE GROUP INC4.3K shares0.00%2025-12-312026-01-29history
GRBK GREEN BRICK PARTNERS INC7.0K shares0.00%2025-12-312026-01-29history
INTU INTUIT659 shares-11.78%2025-12-312026-01-29history
SLV ISHARES SILVER TR6.8K shares-14.30%2025-12-312026-01-29history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares0.53%2025-12-312026-01-29history
BND VANGUARD BD INDEX FDS5.8K shares20.40%2025-12-312026-01-29history
Sponsored
LMT LOCKHEED MARTIN CORP883 shares0.91%2025-12-312026-01-29history
TMO THERMO FISHER SCIENTIFIC INC718 shares-36.40%2025-12-312026-01-29history
VCIT VANGUARD SCOTTSDALE FDS5.0K shares0.00%2025-12-312026-01-29history
IEMG ISHARES INC6.1K shares67.43%2025-12-312026-01-29history
PSX PHILLIPS 663.1K shares0.32%2025-12-312026-01-29history
PWR QUANTA SVCS INC960 shares-2.74%2025-12-312026-01-29history
ADBE ADOBE INC1.2K shares-8.35%2025-12-312026-01-29history
CBRE CBRE GROUP INC2.5K shares0.61%2025-12-312026-01-29history
Sponsored
ARES ARES MANAGEMENT CORPORATION2.5K shares0.00%2025-12-312026-01-29history
BLDR BUILDERS FIRSTSOURCE INC3.8K shares-0.23%2025-12-312026-01-29history
SDY SPDR SERIES TRUST2.8K shares10.98%2025-12-312026-01-29history
A AGILENT TECHNOLOGIES INC2.9K shares0.00%2025-12-312026-01-29history
THE CIGNA GROUP THE CIGNA GROUP1.4K shares-6.55%2025-12-312026-01-29history
BAC BANK AMERICA CORP6.9K shares24.70%2025-12-312026-01-29history
XEL XCEL ENERGY INC5.1K shares-1.40%2025-12-312026-01-29history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares9.30%2025-12-312026-01-29history
Sponsored
USMV ISHARES TR3.9K sharesnew addition2025-12-312026-01-29history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.7K shares0.00%2025-12-312026-01-29history
GILD GILEAD SCIENCES INC3.0K shares0.37%2025-12-312026-01-29history
CMI CUMMINS INC709 shares1.29%2025-12-312026-01-29history
SPGP INVESCO EXCHANGE TRADED FD T3.2K shares-52.24%2025-12-312026-01-29history
SNPS SYNOPSYS INC768 shares0.00%2025-12-312026-01-29history
MEDTRONIC PLC MEDTRONIC PLC3.7K shares0.05%2025-12-312026-01-29history
NOW SERVICENOW INC2.3K shares258.49%2025-12-312026-01-29history
Sponsored
NSC NORFOLK SOUTHN CORP1.2K shares-0.58%2025-12-312026-01-29history
CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.7K shares-0.72%2025-12-312026-01-29history
WSO WATSCO INC1.0K shares-81.94%2025-12-312026-01-29history
DOCU DOCUSIGN INC5.0K shares0.00%2025-12-312026-01-29history
ESGV VANGUARD WORLD FD2.8K shares6.26%2025-12-312026-01-29history
VGT VANGUARD WORLD FD446 shares60.43%2025-12-312026-01-29history
SBUX STARBUCKS CORP4.0K shares-1.88%2025-12-312026-01-29history
ICLN ISHARES TR20.2K shares0.00%2025-12-312026-01-29history
Sponsored
IGSB ISHARES TR6.3K shares-2.49%2025-12-312026-01-29history
SCHC SCHWAB STRATEGIC TR7.2K shares4.83%2025-12-312026-01-29history
SHLD GLOBAL X FDS5.0K shares21.37%2025-12-312026-01-29history
GWW WW GRAINGER INC323 shares0.00%2025-12-312026-01-29history
PLTR PALANTIR TECHNOLOGIES INC1.8K shares30.76%2025-12-312026-01-29history
IJH ISHARES TR4.9K shares-1.01%2025-12-312026-01-29history
ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.00%2025-12-312026-01-29history
IGIB ISHARES TR6.0K shares0.00%2025-12-312026-01-29history
Sponsored
MO ALTRIA GROUP INC5.4K shares-29.16%2025-12-312026-01-29history
SCHW SCHWAB CHARLES CORP3.1K shares-1.70%2025-12-312026-01-29history
BNL BROADSTONE NET LEASE INC17.6K shares0.00%2025-12-312026-01-29history
TRV TRAVELERS COMPANIES INC1.0K shares0.97%2025-12-312026-01-29history
KR KROGER CO4.8K shares0.00%2025-12-312026-01-29history
AWK AMERICAN WTR WKS CO INC NEW2.3K shares0.00%2025-12-312026-01-29history
CITIGROUP INC CITIGROUP INC2.5K shares0.80%2025-12-312026-01-29history
EFV ISHARES TR4.1K shares6.93%2025-12-312026-01-29history
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PGR PROGRESSIVE CORP1.3K shares35.74%2025-12-312026-01-29history
DLN WISDOMTREE TR3.3K shares0.00%2025-12-312026-01-29history
SRE SEMPRA3.3K shares0.00%2025-12-312026-01-29history
DIA SPDR DOW JONES INDL AVERAGE596 shares-1.81%2025-12-312026-01-29history
ICE INTERCONTINENTAL EXCHANGE IN1.8K shares0.57%2025-12-312026-01-29history
ISRG INTUITIVE SURGICAL INC501 shares0.00%2025-12-312026-01-29history
GM GENERAL MTRS CO3.5K shares0.00%2025-12-312026-01-29history
IXUS ISHARES TR3.3K shares-4.10%2025-12-312026-01-29history
Sponsored
EFA ISHARES TR2.9K sharesnew addition2025-12-312026-01-29history
QCOM QUALCOMM INC1.6K shares1.13%2025-12-312026-01-29history
KMI KINDER MORGAN INC DEL10.0K shares26.63%2025-12-312026-01-29history
DLR DIGITAL RLTY TR INC1.8K shares0.00%2025-12-312026-01-29history
MBB ISHARES TR2.8K shares7.12%2025-12-312026-01-29history
SMH VANECK ETF TRUST747 sharesnew addition2025-12-312026-01-29history
TGT TARGET CORP2.7K shares-4.06%2025-12-312026-01-29history
AGG ISHARES TR2.6K shares-12.69%2025-12-312026-01-29history
Sponsored
LINDE PLC LINDE PLC598 shares-5.23%2025-12-312026-01-29history
SCHB SCHWAB STRATEGIC TR9.6K shares0.00%2025-12-312026-01-29history
MTH MERITAGE HOMES CORP3.7K shares0.00%2025-12-312026-01-29history
SPSB SPDR SERIES TRUST8.0K shares0.00%2025-12-312026-01-29history
VO VANGUARD INDEX FDS828 shares0.00%2025-12-312026-01-29history
XLY SELECT SECTOR SPDR TR2.0K shares100.00%2025-12-312026-01-29history
ZION ZIONS BANCORPORATION N A4.0K sharesnew addition2025-12-312026-01-29history
MSGS MADISON SQUARE GRDN SPRT COR897 shares0.00%2025-12-312026-01-29history
Sponsored
SPHY SPDR SERIES TRUST9.8K sharesnew addition2025-12-312026-01-29history
VLO VALERO ENERGY CORP1.4K shares1.07%2025-12-312026-01-29history
DOV DOVER CORP1.2K shares-29.98%2025-12-312026-01-29history
AZO AUTOZONE INC67 shares0.00%2025-12-312026-01-29history
INDY ISHARES TR4.6K shares0.00%2025-12-312026-01-29history
YUM YUM BRANDS INC1.5K shares-1.13%2025-12-312026-01-29history
SYK STRYKER CORPORATION641 shares-78.20%2025-12-312026-01-29history
CMCSA COMCAST CORP NEW7.5K shares-98.09%2025-12-312026-01-29history
Sponsored
DHR DANAHER CORPORATION976 shares-20.07%2025-12-312026-01-29history
VRT VERTIV HOLDINGS CO1.4K shares0.07%2025-12-312026-01-29history
PBR PETROLEO BRASILEIRO SA PETRO18.4K shares-58.74%2025-12-312026-01-29history
BAC-PL BANK AMERICA CORP172 shares0.00%2025-12-312026-01-29history
SCHA SCHWAB STRATEGIC TR7.6K sharesnew addition2025-12-312026-01-29history
ITB ISHARES TR2.2K shares0.00%2025-12-312026-01-29history
XLF SELECT SECTOR SPDR TR3.9K sharesnew addition2025-12-312026-01-29history
ADM ARCHER DANIELS MIDLAND CO3.7K shares1.10%2025-12-312026-01-29history
Sponsored
FNV FRANCO NEV CORP1.0K shares0.00%2025-12-312026-01-29history
IWO ISHARES TR641 shares0.00%2025-12-312026-01-29history
KEYS KEYSIGHT TECHNOLOGIES INC1.0K sharesnew addition2025-12-312026-01-29history
VBK VANGUARD INDEX FDS672 sharesnew addition2025-12-312026-01-29history
NKE NIKE INC3.2K shares9.41%2025-12-312026-01-29history
OGCP EMPIRE ST RLTY OP L P10.7K shares0.00%2025-12-312026-01-29history
PLUG PLUG POWER INC30.0K shares0.00%2025-12-312026-01-29history
LUCD LUCID DIAGNOSTICS INC13.0K shares0.00%2025-12-312026-01-29history
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Call Option Holdings
NN Call CallNEXTNAV INC16.5K shares0.00%2025-12-312026-01-29history

Put Option Holdings
No put option holdings data available