The Analysis of Patriot Financial Group Insurance Agency, LLC's Holdings

Currently, Patriot Financial Group Insurance Agency, LLC holds 501 types of securities in its portfolio with a total value $838.8M. In the most recent quarter, they have increased their positions in NFLX (+54.5K shares, valued at $5.1M), N/A (+10.3K shares, valued at $3.2M), IEMG (+42.3K shares, valued at $2.8M); decreased their positions in N/A (-11.2K shares, valued at $3.5M), EBAY (-23.5K shares, valued at $2.0M), QUAL (-10.0K shares, valued at $2.0M); initiated new positions in USTB (+48.7K shares, valued at $2.5M), N/A (+34.9K shares, valued at $2.3M), N/A (+91.0K shares, valued at $1.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP44.8K shares6.83%2025-12-312026-01-26

AAPL APPLE INC77.4K shares1.25%2025-12-312026-01-26

IVV ISHARES TR30.6K shares-1.06%2025-12-312026-01-26

NVDA NVIDIA CORPORATION96.8K shares5.25%2025-12-312026-01-26

ALPHABET INC ALPHABET INC46.3K shares28.51%2025-12-312026-01-26

VANGUARD INDEX FDS VANGUARD INDEX FDS22.4K shares5.46%2025-12-312026-01-26

AMZN AMAZON COM INC53.5K shares14.02%2025-12-312026-01-26

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.3K shares2.30%2025-12-312026-01-26

Sponsored

DYNF BLACKROCK ETF TRUST199.1K shares29.10%2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.28.6K shares6.11%2025-12-312026-01-26

JEPI J P MORGAN EXCHANGE TRADED F157.6K shares-3.29%2025-12-312026-01-26

META META PLATFORMS INC13.6K shares11.12%2025-12-312026-01-26

BALI BLACKROCK ETF TRUST257.5K shares42.35%2025-12-312026-01-26

SCHG SCHWAB STRATEGIC TR244.5K shares-8.69%2025-12-312026-01-26

SPYM SPDR SERIES TRUST98.8K shares5.66%2025-12-312026-01-26

VTI VANGUARD INDEX FDS23.0K shares-1.47%2025-12-312026-01-26

Sponsored

VIG VANGUARD SPECIALIZED FUNDS34.0K shares-1.03%2025-12-312026-01-26

SPYG SPDR SERIES TRUST66.7K shares-3.28%2025-12-312026-01-26

IVW ISHARES TR57.3K shares12.97%2025-12-312026-01-26

ACWV ISHARES INC58.7K shares2.51%2025-12-312026-01-26

VUG VANGUARD INDEX FDS14.1K shares-4.29%2025-12-312026-01-26

VO VANGUARD INDEX FDS23.6K shares3.23%2025-12-312026-01-26

WFC WELLS FARGO CO NEW73.2K shares6.73%2025-12-312026-01-26

BROADCOM INC BROADCOM INC19.5K shares7.06%2025-12-312026-01-26

Sponsored

PLTR PALANTIR TECHNOLOGIES INC37.6K shares18.94%2025-12-312026-01-26

ISHARES GOLD TR ISHARES GOLD TR80.4K shares-3.34%2025-12-312026-01-26

PM PHILIP MORRIS INTL INC40.2K shares9.84%2025-12-312026-01-26

IGOV ISHARES TR153.3K shares6.79%2025-12-312026-01-26

JEPQ J P MORGAN EXCHANGE TRADED F104.2K shares0.47%2025-12-312026-01-26

DFAI DIMENSIONAL ETF TRUST156.9K shares0.00%2025-12-312026-01-26

PVAL PUTNAM ETF TRUST130.3K shares-5.38%2025-12-312026-01-26

TSLA TESLA INC12.7K shares5.57%2025-12-312026-01-26

Sponsored

WMT WALMART INC49.8K shares47.23%2025-12-312026-01-26

NFLX NETFLIX INC59.2K shares1155.44%2025-12-312026-01-26

IVE ISHARES TR26.0K shares75.61%2025-12-312026-01-26

QUAL ISHARES TR27.4K shares-26.75%2025-12-312026-01-26

SPY SPDR S&P 500 ETF TR8.0K shares8.52%2025-12-312026-01-26

IEMG ISHARES INC78.2K shares117.95%2025-12-312026-01-26

ORCL ORACLE CORP26.2K shares-1.65%2025-12-312026-01-26

JHMM JOHN HANCOCK EXCHANGE TRADED77.6K shares-8.29%2025-12-312026-01-26

Sponsored

BKNG BOOKING HOLDINGS INC939 shares5.39%2025-12-312026-01-26

COST COSTCO WHSL CORP NEW5.8K shares-13.70%2025-12-312026-01-26

FDVV FIDELITY COVINGTON TRUST87.2K shares3.54%2025-12-312026-01-26

IXUS ISHARES TR56.9K shares3.42%2025-12-312026-01-26

AGG ISHARES TR48.1K shares6.10%2025-12-312026-01-26

GVI ISHARES TR43.2K shares-4.94%2025-12-312026-01-26

JGRO J P MORGAN EXCHANGE TRADED F49.2K shares4.08%2025-12-312026-01-26

XOM EXXON MOBIL CORP37.8K shares6.33%2025-12-312026-01-26

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP25.6K shares-4.07%2025-12-312026-01-26

SPDW SPDR INDEX SHS FDS98.2K shares6.32%2025-12-312026-01-26

GE AEROSPACE GE AEROSPACE14.0K shares2.70%2025-12-312026-01-26

RTX RTX CORPORATION23.4K shares10.82%2025-12-312026-01-26

SCHW SCHWAB CHARLES CORP42.2K shares10.59%2025-12-312026-01-26

IUSB ISHARES TR89.0K shares-5.35%2025-12-312026-01-26

RDVI FIRST TR EXCHANGE-TRADED FD155.7K shares3.03%2025-12-312026-01-26

JNJ JOHNSON & JOHNSON19.2K shares79.74%2025-12-312026-01-26

Sponsored

CMCSA COMCAST CORP NEW128.7K shares34.47%2025-12-312026-01-26

BAI BLACKROCK ETF TRUST112.0K shares30.30%2025-12-312026-01-26

AMD ADVANCED MICRO DEVICES INC16.9K shares-11.46%2025-12-312026-01-26

MA MASTERCARD INCORPORATED6.3K shares6.27%2025-12-312026-01-26

IJR ISHARES TR29.7K shares-4.25%2025-12-312026-01-26

SIXO AIM ETF PRODUCTS TRUST100.2K shares22.76%2025-12-312026-01-26

THRO BLACKROCK ETF TRUST88.6K shares9.06%2025-12-312026-01-26

ABBV ABBVIE INC14.9K shares4.65%2025-12-312026-01-26

Sponsored

BDX BECTON DICKINSON & CO17.4K shares19.38%2025-12-312026-01-26

COWG PACER FDS TR95.8K shares-19.17%2025-12-312026-01-26

NEM NEWMONT CORP33.3K shares12.17%2025-12-312026-01-26

QQQM INVESCO EXCH TRADED FD TR II13.1K shares-8.93%2025-12-312026-01-26

BIV VANGUARD BD INDEX FDS42.3K shares11.56%2025-12-312026-01-26

SCHZ SCHWAB STRATEGIC TR139.6K shares1.02%2025-12-312026-01-26

EFV ISHARES TR45.3K shares-0.66%2025-12-312026-01-26

JPIE J P MORGAN EXCHANGE TRADED F69.4K shares3.62%2025-12-312026-01-26

Sponsored

HD HOME DEPOT INC9.2K shares28.54%2025-12-312026-01-26

ALPHABET INC ALPHABET INC10.0K shares-52.68%2025-12-312026-01-26

MEDTRONIC PLC MEDTRONIC PLC32.0K shares13.31%2025-12-312026-01-26

V VISA INC8.7K shares6.79%2025-12-312026-01-26

VYM VANGUARD WHITEHALL FDS20.0K shares34.39%2025-12-312026-01-26

COP CONOCOPHILLIPS30.2K shares12.09%2025-12-312026-01-26

OMC OMNICOM GROUP INC34.9K shares89.84%2025-12-312026-01-26

CGDV CAPITAL GROUP DIVIDEND VALUE64.5K shares4.70%2025-12-312026-01-26

Sponsored

XLG INVESCO EXCHANGE TRADED FD T46.5K shares20.06%2025-12-312026-01-26

ADI ANALOG DEVICES INC9.8K shares18.27%2025-12-312026-01-26

VEA VANGUARD TAX-MANAGED FDS42.4K shares-2.69%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR4.2K shares6.03%2025-12-312026-01-26

NVS NOVARTIS AG18.7K shares10.65%2025-12-312026-01-26

HWM HOWMET AEROSPACE INC12.5K shares-4.44%2025-12-312026-01-26

BWZ SPDR SERIES TRUST93.0K shares9.10%2025-12-312026-01-26

SPBU AIM ETF PRODUCTS TRUST89.3K shares0.45%2025-12-312026-01-26

Sponsored

ENB ENBRIDGE INC52.4K shares11.80%2025-12-312026-01-26

CVX CHEVRON CORP NEW16.4K shares85.49%2025-12-312026-01-26

USTB VICTORY PORTFOLIOS II48.7K sharesnew addition2025-12-312026-01-26

QCOM QUALCOMM INC14.4K shares2.06%2025-12-312026-01-26

FLMI FRANKLIN TEMPLETON ETF TR98.5K shares14.53%2025-12-312026-01-26

AMAT APPLIED MATLS INC9.5K shares3.04%2025-12-312026-01-26

BK BANK NEW YORK MELLON CORP20.9K shares-4.66%2025-12-312026-01-26

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.2K shares15.73%2025-12-312026-01-26

Sponsored

GEV GE VERNOVA INC3.7K shares1.44%2025-12-312026-01-26

BARRICK MNG CORP BARRICK MNG CORP54.4K shares-3.22%2025-12-312026-01-26

VB VANGUARD INDEX FDS9.1K shares1.43%2025-12-312026-01-26

EUHY ISHARES INC44.2K shares9.08%2025-12-312026-01-26

TCAF T ROWE PRICE ETF INC61.0K shares1.21%2025-12-312026-01-26

MBB ISHARES TR24.3K shares5.52%2025-12-312026-01-26

SCHD SCHWAB STRATEGIC TR83.3K shares14.43%2025-12-312026-01-26

UNILEVER PLC UNILEVER PLC34.9K sharesnew addition2025-12-312026-01-26

Sponsored

FSCO FS CREDIT OPPORTUNITIES CORP358.9K shares2.24%2025-12-312026-01-26

SPTM SPDR SERIES TRUST26.6K shares-1.16%2025-12-312026-01-26

BND VANGUARD BD INDEX FDS29.5K shares27.25%2025-12-312026-01-26

IJH ISHARES TR33.0K shares4.62%2025-12-312026-01-26

DGRO ISHARES TR30.9K shares-3.38%2025-12-312026-01-26

SFLO VICTORY PORTFOLIOS II72.7K shares-0.85%2025-12-312026-01-26

ONEQ FIDELITY COMWLTH TR23.1K shares12.86%2025-12-312026-01-26

IYW ISHARES TR10.6K shares1.46%2025-12-312026-01-26

Sponsored

VZ VERIZON COMMUNICATIONS INC51.7K shares67.36%2025-12-312026-01-26

HELO J P MORGAN EXCHANGE TRADED F31.5K shares0.19%2025-12-312026-01-26

XTEN BONDBLOXX ETF TRUST45.1K shares14.10%2025-12-312026-01-26

SPMO INVESCO EXCH TRADED FD TR II17.3K shares52.78%2025-12-312026-01-26

MCK MCKESSON CORP2.5K shares2.50%2025-12-312026-01-26

KGC KINROSS GOLD CORP68.1K shares-6.09%2025-12-312026-01-26

ITA ISHARES TR8.9K shares171.88%2025-12-312026-01-26

BAC BANK AMERICA CORP34.5K shares-40.19%2025-12-312026-01-26

Sponsored

CSCO CISCO SYS INC24.5K shares224.59%2025-12-312026-01-26

CGBL CAPITAL GROUP CORE BALANCED52.4K shares14.53%2025-12-312026-01-26

GDX VANECK ETF TRUST21.3K shares0.27%2025-12-312026-01-26

VEU VANGUARD INTL EQUITY INDEX F24.7K shares-0.92%2025-12-312026-01-26

DIS DISNEY WALT CO15.9K shares42.62%2025-12-312026-01-26

LLY ELI LILLY & CO1.7K shares8.63%2025-12-312026-01-26

RWJ INVESCO EXCH TRADED FD TR II36.5K shares4.86%2025-12-312026-01-26

MCD MCDONALDS CORP5.7K shares76.52%2025-12-312026-01-26

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T23.3K shares11.07%2025-12-312026-01-26

CFO VICTORY PORTFOLIOS II23.4K shares-4.20%2025-12-312026-01-26

PAUG INNOVATOR ETFS TRUST40.0K shares-0.26%2025-12-312026-01-26

BINC BLACKROCK ETF TRUST II32.5K shares8.88%2025-12-312026-01-26

ARKK ARK ETF TR22.1K shares-12.42%2025-12-312026-01-26

BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC90.6K shares-8.71%2025-12-312026-01-26

PJUL INNOVATOR ETFS TRUST36.6K shares-4.96%2025-12-312026-01-26

THE CIGNA GROUP THE CIGNA GROUP6.1K shares7.27%2025-12-312026-01-26

Sponsored

RPM RPM INTL INC16.0K shares0.03%2025-12-312026-01-26

PJAN INNOVATOR ETFS TRUST35.2K shares-11.26%2025-12-312026-01-26

MO ALTRIA GROUP INC28.6K shares58.28%2025-12-312026-01-26

RWK INVESCO EXCH TRADED FD TR II12.9K shares10.93%2025-12-312026-01-26

ISRG INTUITIVE SURGICAL INC2.8K shares-12.47%2025-12-312026-01-26

FTNT FORTINET INC20.2K shares-0.61%2025-12-312026-01-26

MTUM ISHARES TR6.4K shares673.33%2025-12-312026-01-26

BUFF INNOVATOR ETFS TRUST32.0K shares4.42%2025-12-312026-01-26

Sponsored

SPEM SPDR INDEX SHS FDS33.8K shares2.67%2025-12-312026-01-26

POCT INNOVATOR ETFS TRUST34.5K shares6.64%2025-12-312026-01-26

ETR ENTERGY CORP NEW16.3K shares10.64%2025-12-312026-01-26

PNOV INNOVATOR ETFS TRUST35.7K shares16.70%2025-12-312026-01-26

BSX BOSTON SCIENTIFIC CORP15.3K shares-4.31%2025-12-312026-01-26

NYF ISHARES TR27.2K shares-27.73%2025-12-312026-01-26

NEAR ISHARES U S ETF TR28.3K shares176.95%2025-12-312026-01-26

T AT&T INC57.7K shares155.93%2025-12-312026-01-26

Sponsored

PFEB INNOVATOR ETFS TRUST35.0K shares-2.37%2025-12-312026-01-26

PAPR INNOVATOR ETFS TRUST36.2K shares-2.24%2025-12-312026-01-26

VRTX VERTEX PHARMACEUTICALS INC3.0K shares-6.93%2025-12-312026-01-26

KO COCA COLA CO19.6K shares-26.85%2025-12-312026-01-26

FFLC FIDELITY COVINGTON TRUST25.7K shares17.88%2025-12-312026-01-26

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD91.0K sharesnew addition2025-12-312026-01-26

PMAR INNOVATOR ETFS TRUST29.9K shares-9.14%2025-12-312026-01-26

VLO VALERO ENERGY CORP8.3K sharesnew addition2025-12-312026-01-26

Sponsored

PDEC INNOVATOR ETFS TRUST30.9K shares5.15%2025-12-312026-01-26

IBM INTERNATIONAL BUSINESS MACHS4.5K shares2.71%2025-12-312026-01-26

ISPY PROSHARES TR29.3K shares16.06%2025-12-312026-01-26

RGTI RIGETTI COMPUTING INC60.1K shares-14.93%2025-12-312026-01-26

PMAY INNOVATOR ETFS TRUST33.2K shares-8.03%2025-12-312026-01-26

INTU INTUIT1.9K shares4.96%2025-12-312026-01-26

F FORD MTR CO97.1K shares130.05%2025-12-312026-01-26

CRDO CREDO TECHNOLOGY GROUP HOLDI8.8K shares-1.29%2025-12-312026-01-26

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC9.6K shares-1.80%2025-12-312026-01-26

XLK SELECT SECTOR SPDR TR8.7K shares96.17%2025-12-312026-01-26

BLACKROCK INC BLACKROCK INC1.2K shares11.66%2025-12-312026-01-26

UBER UBER TECHNOLOGIES INC15.3K shares17.09%2025-12-312026-01-26

SIXP AIM ETF PRODUCTS TRUST39.5K shares-0.30%2025-12-312026-01-26

OEF ISHARES TR3.6K shares0.98%2025-12-312026-01-26

GLD SPDR GOLD TR3.1K shares26.86%2025-12-312026-01-26

TFC TRUIST FINL CORP25.0K shares6.80%2025-12-312026-01-26

Sponsored

CVS CVS HEALTH CORP15.5K shares17.88%2025-12-312026-01-26

NOW SERVICENOW INC8.0K shares465.47%2025-12-312026-01-26

CRSP CRISPR THERAPEUTICS AG23.2K shares-0.22%2025-12-312026-01-26

PATH UIPATH INC73.4K shares-2.25%2025-12-312026-01-26

BA BOEING CO5.5K shares4.21%2025-12-312026-01-26

LAMR LAMAR ADVERTISING CO NEW9.4K shares7.42%2025-12-312026-01-26

PEP PEPSICO INC8.3K shares-33.38%2025-12-312026-01-26

GSK PLC GSK PLC24.0K shares1.41%2025-12-312026-01-26

Sponsored

GLDM WORLD GOLD TR13.8K shares8.39%2025-12-312026-01-26

VGT VANGUARD WORLD FD1.5K shares-5.98%2025-12-312026-01-26

UITB VICTORY PORTFOLIOS II24.5K shares10.14%2025-12-312026-01-26

PSEP INNOVATOR ETFS TRUST26.2K shares0.98%2025-12-312026-01-26

PJUN INNOVATOR ETFS TRUST27.3K shares-0.55%2025-12-312026-01-26

IAGG ISHARES TR22.7K shares-5.83%2025-12-312026-01-26

AEP AMERICAN ELEC PWR CO INC9.8K shares3.05%2025-12-312026-01-26

CAT CATERPILLAR INC2.0K shares13.71%2025-12-312026-01-26

Sponsored

UNH UNITEDHEALTH GROUP INC3.3K shares-9.43%2025-12-312026-01-26

APH AMPHENOL CORP NEW8.1K shares9.35%2025-12-312026-01-26

PG PROCTER AND GAMBLE CO7.7K shares0.94%2025-12-312026-01-26

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.2K shares5.03%2025-12-312026-01-26

CGDG CAPITAL GROUP DIVIDEND GROWE30.1K shares141.45%2025-12-312026-01-26

COWZ PACER FDS TR17.8K shares-1.14%2025-12-312026-01-26

AIQ GLOBAL X FDS21.0K shares15.84%2025-12-312026-01-26

WBS WEBSTER FINL CORP16.9K shares-2.18%2025-12-312026-01-26

Sponsored

MERCK & CO INC MERCK & CO INC9.9K shares-0.26%2025-12-312026-01-26

AVEM AMERICAN CENTY ETF TR13.4K shares115.89%2025-12-312026-01-26

SPSM SPDR SERIES TRUST21.8K shares3.02%2025-12-312026-01-26

HII HUNTINGTON INGALLS INDS INC3.0K shares23.44%2025-12-312026-01-26

VEEV VEEVA SYS INC4.5K shares0.20%2025-12-312026-01-26

DFAU DIMENSIONAL ETF TRUST21.5K shares0.00%2025-12-312026-01-26

VMI VALMONT INDS INC2.5K shares0.00%2025-12-312026-01-26

EATON CORP PLC EATON CORP PLC3.1K shares18.63%2025-12-312026-01-26

Sponsored

NEE NEXTERA ENERGY INC12.3K shares182.82%2025-12-312026-01-26

APP APPLOVIN CORP1.5K sharesnew addition2025-12-312026-01-26

LINDE PLC LINDE PLC2.3K sharesnew addition2025-12-312026-01-26

LYG LLOYDS BANKING GROUP PLC180.2K shares24.84%2025-12-312026-01-26

QYLD GLOBAL X FDS52.8K shares-3.21%2025-12-312026-01-26

HTAB HARTFORD FDS EXCHANGE TRADED48.6K shares3.18%2025-12-312026-01-26

IONQ IONQ INC20.6K shares-21.18%2025-12-312026-01-26

DFAE DIMENSIONAL ETF TRUST28.3K shares0.00%2025-12-312026-01-26

Sponsored

KLAC KLA CORP757 sharesnew addition2025-12-312026-01-26

ALLE ALLEGION PLC5.8K shares31.35%2025-12-312026-01-26

WEC ENERGY GROUP INC WEC ENERGY GROUP INC8.7K shares6.21%2025-12-312026-01-26

XBI SPDR SERIES TRUST7.5K sharesnew addition2025-12-312026-01-26

IUSG ISHARES TR5.2K shares-0.89%2025-12-312026-01-26

APD AIR PRODS & CHEMS INC3.5K shares20.13%2025-12-312026-01-26

AMT AMERICAN TOWER CORP NEW4.9K shares16.51%2025-12-312026-01-26

ESGU ISHARES TR5.8K shares3.20%2025-12-312026-01-26

Sponsored

MS MORGAN STANLEY4.8K shares0.79%2025-12-312026-01-26

SCHV SCHWAB STRATEGIC TR28.8K shares3.13%2025-12-312026-01-26

BABA ALIBABA GROUP HLDG LTD5.6K shares22.25%2025-12-312026-01-26

UNP UNION PAC CORP3.6K shares1.85%2025-12-312026-01-26

CWS ADVISORSHARES TR12.0K shares0.00%2025-12-312026-01-26

SBUX STARBUCKS CORP9.4K shares4.09%2025-12-312026-01-26

IEFA ISHARES TR8.8K shares-2.89%2025-12-312026-01-26

HON HONEYWELL INTL INC4.0K shares1.51%2025-12-312026-01-26

Sponsored

MU MICRON TECHNOLOGY INC2.7K shares-4.83%2025-12-312026-01-26

GS GOLDMAN SACHS GROUP INC873 shares0.58%2025-12-312026-01-26

LNC LINCOLN NATL CORP IND17.2K shares-0.31%2025-12-312026-01-26

IPKW INVESCO EXCH TRADED FD TR II13.7K shares15.64%2025-12-312026-01-26

RWL INVESCO EXCH TRADED FD TR II6.6K shares9.61%2025-12-312026-01-26

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WBD WARNER BROS DISCOVERY INC26.2K shares8.44%2025-12-312026-01-26

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BBDC BARINGS BDC INC19.4K shares-12.70%2025-12-312026-01-26

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NVG NUVEEN AMT FREE MUN CR INC F13.9K shares0.24%2025-12-312026-01-26

TRIP TRIPADVISOR INC12.1K shares-1.94%2025-12-312026-01-26

UUUU ENERGY FUELS INC11.3K sharesnew addition2025-12-312026-01-26

UROY URANIUM RTY CORP44.9K sharesnew addition2025-12-312026-01-26

WEN WENDYS CO18.0K sharesnew addition2025-12-312026-01-26

ASM AVINO SILVER & GOLD MINES LT24.1K sharesnew addition2025-12-312026-01-26

PCT PURECYCLE TECHNOLOGIES INC16.8K shares20.62%2025-12-312026-01-26

BLND BLEND LABS INC45.2K shares27.39%2025-12-312026-01-26

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EVLV EVOLV TECHNOLOGIES HLDNGS IN17.6K shares-15.06%2025-12-312026-01-26

BBBY BED BATH & BEYOND INC22.9K shares24.07%2025-12-312026-01-26

ASPI ASP ISOTOPES INC21.8K sharesnew addition2025-12-312026-01-26

SG SWEETGREEN INC17.1K shares66.80%2025-12-312026-01-26

GLO CLOUGH GLOBAL OPPORTUNITIES20.1K shares0.00%2025-12-312026-01-26

BRSP BRIGHTSPIRE CAPITAL INC17.0K shares0.00%2025-12-312026-01-26

UWMC UWM HOLDINGS CORPORATION19.0K shares-8.98%2025-12-312026-01-26

BMBL BUMBLE INC13.4K shares-90.45%2025-12-312026-01-26

Sponsored

EDIT EDITAS MEDICINE INC15.0K shares0.00%2025-12-312026-01-26

KOPN KOPIN CORP10.9K shares0.00%2025-12-312026-01-26

DDD 3-D SYS CORP DEL13.0K shares0.00%2025-12-312026-01-26

PLBY PLAYBOY INC10.7K shares0.00%2025-12-312026-01-26

Call Option Holdings

D Call CallDOMINION ENERGY INC18.9K sharesnew addition2025-12-312026-01-26

UNH Call CallUNITEDHEALTH GROUP INC700 sharesnew addition2025-12-312026-01-26

PFE Call CallPFIZER INC1.2K sharesnew addition2025-12-312026-01-26

MU Call CallMICRON TECHNOLOGY INC100 sharesnew addition2025-12-312026-01-26

PATH Call CallUIPATH INC1.0K sharesnew addition2025-12-312026-01-26

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR400 sharesnew addition2025-12-312026-01-26

RKT Put PutROCKET COS INC7.7K sharesnew addition2025-12-312026-01-26