The Analysis of Piedmont Capital Management, LLC's Holdings
Currently, Piedmont Capital Management, LLC holds 52 types of securities in its portfolio with a total value $196.0M. In the most recent quarter, they have increased their positions in BKLN (+14.5K shares, valued at $304.0K), FLOT (+5.9K shares, valued at $298.1K), CLOI (+4.5K shares, valued at $236.8K); decreased their positions in GLDM (-8.2K shares, valued at $698.9K), GDX (-2.8K shares, valued at $239.2K), VYM (-653 shares, valued at $93.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FEZ SPDR INDEX SHS FDS373.0K shares0.80%2025-12-312026-02-13
VUG VANGUARD INDEX FDS48.6K shares0.40%2025-12-312026-02-13 VYM VANGUARD WHITEHALL FDS164.3K shares-0.40%2025-12-312026-02-13 GLDM WORLD GOLD TR228.2K shares-3.46%2025-12-312026-02-13 IEFA ISHARES TR179.5K shares-0.22%2025-12-312026-02-13 GDX VANECK ETF TRUST153.8K shares-1.78%2025-12-312026-02-13 FLOT ISHARES TR182.6K shares3.32%2025-12-312026-02-13 IWP ISHARES TR57.6K shares-0.29%2025-12-312026-02-13 BKLN INVESCO EXCH TRADED FD TR II224.5K shares6.89%2025-12-312026-02-13 VTI VANGUARD INDEX FDS10.2K shares1.06%2025-12-312026-02-13 ANGL VANECK ETF TRUST108.6K shares6.63%2025-12-312026-02-13 CLOI VANECK ETF TRUST53.8K shares9.10%2025-12-312026-02-13 ISHARES TR ISHARES TR47.3K shares-0.64%2025-12-312026-02-13 CSCO CISCO SYS INC22.1K shares-1.15%2025-12-312026-02-13 VIG VANGUARD SPECIALIZED FUNDS7.5K shares2.33%2025-12-312026-02-13 AOR ISHARES TR23.4K shares2.50%2025-12-312026-02-13 IBM IBM CORP4.9K shares1.74%2025-12-312026-02-13 SLV ISHARES SILVER TR20.1K shares-5.46%2025-12-312026-02-13 KO COCA COLA CO17.9K shares-1.45%2025-12-312026-02-13 JNJ JOHNSON & JOHNSON5.6K shares-0.30%2025-12-312026-02-13 INVSC QQQ TR INVSC QQQ TR1.8K shares2.07%2025-12-312026-02-13 VZ VERIZON COMMUNICATIONS INC27.2K shares-1.41%2025-12-312026-02-13 BND VANGUARD BD INDEX FDS14.6K shares1.54%2025-12-312026-02-13 GLD SPDR GOLD TR2.7K shares-4.67%2025-12-312026-02-13 STN STANTEC INC10.5K shares0.00%2025-12-312026-02-13 VNQ VANGUARD INDEX FDS10.3K shares-0.40%2025-12-312026-02-13 AMGN AMGEN INC2.7K shares0.04%2025-12-312026-02-13 MSFT MICROSOFT CORP1.7K shares2.35%2025-12-312026-02-13 CVX CHEVRON CORP NEW5.4K shares0.90%2025-12-312026-02-13 JPM JPMORGAN CHASE & CO2.4K shares1.25%2025-12-312026-02-13 IVV ISHARES TR1.1K shares15.79%2025-12-312026-02-13 XOM EXXON MOBIL CORP6.1K shares1.41%2025-12-312026-02-13 UNH UNITEDHEALTH GROUP INC1.8K shares-0.93%2025-12-312026-02-13 XLRE SELECT SECTOR SPDR TR13.4K shares9.34%2025-12-312026-02-13 MMM 3M CO3.0K shares0.00%2025-12-312026-02-13 CAT CATERPILLAR INC732 shares0.00%2025-12-312026-02-13 NKE NIKE INC6.5K shares-5.24%2025-12-312026-02-13 SPG SIMON PPTY GROUP INC NEW1.8K shares0.11%2025-12-312026-02-13 MGK VANGUARD WORLD FD792 shares0.00%2025-12-312026-02-13 ORCL ORACLE CORP1.6K shares2.70%2025-12-312026-02-13 SPY SPDR S&P 500 ETF TR446 shares0.00%2025-12-312026-02-13 MOAT VANECK ETF TRUST2.8K shares0.00%2025-12-312026-02-13 AAPL APPLE INC1.1K shares0.00%2025-12-312026-02-13 HD HOME DEPOT INC763 shares2.55%2025-12-312026-02-13 WMT WALMART INC2.3K shares0.00%2025-12-312026-02-13 GS GOLDMAN SACHS GROUP INC294 shares0.00%2025-12-312026-02-13 ABBV ABBVIE INC889 shares1.14%2025-12-312026-02-13 GBCI GLACIER BANCORP INC NEW4.6K shares-9.27%2025-12-312026-02-13 GUT GABELLI UTIL TR27.4K shares0.00%2025-12-312026-02-13 TU TELUS CORPORATION12.0K shares0.00%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available