The Analysis of PRINCIPAL SECURITIES, INC.'s Holdings


Currently, PRINCIPAL SECURITIES, INC. holds 1345 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in LCAP (+2.1M shares, valued at $63.1M), IG (+1.0M shares, valued at $21.9M), IWX (+220.7K shares, valued at $20.3M); decreased their positions in SPMO (-173.1K shares, valued at $20.7M), PSET (-245.1K shares, valued at $18.7M), IWY (-41.8K shares, valued at $11.6M); initiated new positions in RYLD (+280.8K shares, valued at $4.3M), N/A (+41.2K shares, valued at $2.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
USMC PRINCIPAL EXCHANGE TRADED FD4.5M shares2.08%2025-12-312026-02-12history
IVV ISHARES TR295.3K shares9.84%2025-12-312026-02-12history
BCHP PRINCIPAL EXCHANGE TRADED FD3.9M shares14.92%2025-12-312026-02-12history
AGG ISHARES TR1.4M shares5.84%2025-12-312026-02-12history
PSC PRINCIPAL EXCHANGE TRADED FD2.3M shares4.50%2025-12-312026-02-12history
PIEQ PRINCIPAL EXCHANGE TRADED FD3.7M shares18.80%2025-12-312026-02-12history
GSUS GOLDMAN SACHS ETF TR1.2M shares3.76%2025-12-312026-02-12history
MSFT MICROSOFT CORP202.4K shares5.61%2025-12-312026-02-12history
Sponsored
IG PRINCIPAL EXCHANGE TRADED FD4.2M shares33.75%2025-12-312026-02-12history
LCAP PRINCIPAL EXCHANGE TRADED FD2.9M shares265.94%2025-12-312026-02-12history
NVDA NVIDIA CORPORATION426.1K shares9.78%2025-12-312026-02-12history
AAPL APPLE INC289.8K shares10.45%2025-12-312026-02-12history
AMZN AMAZON COM INC323.4K shares2.48%2025-12-312026-02-12history
IWB ISHARES TR179.8K shares2.14%2025-12-312026-02-12history
SPYM SPDR SERIES TRUST833.9K shares-10.64%2025-12-312026-02-12history
IUSV ISHARES TR627.6K shares-14.79%2025-12-312026-02-12history
Sponsored
PY PRINCIPAL EXCHANGE TRADED FD1.2M shares24.03%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC192.5K shares-1.25%2025-12-312026-02-12history
GCOR GOLDMAN SACHS ETF TR1.3M shares0.37%2025-12-312026-02-12history
IEMG ISHARES INC813.7K shares1.56%2025-12-312026-02-12history
YLD PRINCIPAL EXCHANGE TRADED FD2.9M shares35.93%2025-12-312026-02-12history
APUE TRUST FOR PROFESSIONAL MANAG1.3M shares10.70%2025-12-312026-02-12history
IVW ISHARES TR434.7K shares3.95%2025-12-312026-02-12history
VTI VANGUARD INDEX FDS157.8K shares1.65%2025-12-312026-02-12history
Sponsored
IUSG ISHARES TR306.9K shares-12.07%2025-12-312026-02-12history
IEFA ISHARES TR518.8K shares-7.67%2025-12-312026-02-12history
META META PLATFORMS INC68.0K shares5.53%2025-12-312026-02-12history
SCHG SCHWAB STRATEGIC TR1.4M shares6.18%2025-12-312026-02-12history
IJR ISHARES TR361.3K shares36.60%2025-12-312026-02-12history
SCHP SCHWAB STRATEGIC TR1.6M shares5.42%2025-12-312026-02-12history
IDEV ISHARES TR506.4K shares6.44%2025-12-312026-02-12history
GSIE GOLDMAN SACHS ETF TR945.9K shares-6.33%2025-12-312026-02-12history
Sponsored
BROADCOM INC BROADCOM INC113.3K shares6.46%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC122.2K shares10.43%2025-12-312026-02-12history
IXUS ISHARES TR425.9K shares-5.58%2025-12-312026-02-12history
GSLC GOLDMAN SACHS ETF TR255.3K shares1.34%2025-12-312026-02-12history
FTEC FIDELITY COVINGTON TRUST149.0K shares72.01%2025-12-312026-02-12history
JPM JPMORGAN CHASE &CO.96.9K shares5.40%2025-12-312026-02-12history
VEA VANGUARD TAX-MANAGED FDS486.0K shares-1.44%2025-12-312026-02-12history
JEPI J P MORGAN EXCHANGE TRADED F526.8K shares-15.11%2025-12-312026-02-12history
Sponsored
IVE ISHARES TR142.0K shares7.67%2025-12-312026-02-12history
BND VANGUARD BD INDEX FDS398.5K shares1.62%2025-12-312026-02-12history
VTV VANGUARD INDEX FDS150.8K shares5.79%2025-12-312026-02-12history
SPYG SPDR SERIES TRUST267.1K shares5.11%2025-12-312026-02-12history
INVESCO QQQ TR INVESCO QQQ TR44.5K shares1.54%2025-12-312026-02-12history
MBB ISHARES TR279.6K shares20.60%2025-12-312026-02-12history
V VISA INC74.9K shares-3.82%2025-12-312026-02-12history
IUSB ISHARES TR543.3K shares3.55%2025-12-312026-02-12history
Sponsored
DYNF BLACKROCK ETF TRUST408.8K shares27.79%2025-12-312026-02-12history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL49.2K shares5.34%2025-12-312026-02-12history
ITOT ISHARES TR159.9K shares2.10%2025-12-312026-02-12history
APIE TRUST FOR PROFESSIONAL MANAG667.7K shares9.64%2025-12-312026-02-12history
TSM TAIWAN SEMICONDUCTOR MFG LTD76.0K shares0.35%2025-12-312026-02-12history
LLY ELI LILLY &CO21.3K shares9.54%2025-12-312026-02-12history
LQD ISHARES TR197.0K shares-2.91%2025-12-312026-02-12history
QUAL ISHARES TR109.0K shares24.45%2025-12-312026-02-12history
Sponsored
EWU ISHARES TR492.0K shares7.69%2025-12-312026-02-12history
VGLT VANGUARD SCOTTSDALE FDS380.0K shares5.37%2025-12-312026-02-12history
IWX ISHARES TR220.8K shares229850.00%2025-12-312026-02-12history
HYG ISHARES TR246.9K shares-15.65%2025-12-312026-02-12history
APCB TRUST FOR PROFESSIONAL MANAG648.2K shares8.31%2025-12-312026-02-12history
IWY ISHARES TR67.3K shares-38.30%2025-12-312026-02-12history
TSLA TESLA INC41.4K shares13.83%2025-12-312026-02-12history
GOVT ISHARES TR775.9K shares37.71%2025-12-312026-02-12history
Sponsored
QYLD GLOBAL X FDS1.0M shares1.48%2025-12-312026-02-12history
PREF PRINCIPAL EXCHANGE TRADED FD927.4K shares37.84%2025-12-312026-02-12history
VCSH VANGUARD SCOTTSDALE FDS220.9K shares18.14%2025-12-312026-02-12history
XYLD GLOBAL X FDS432.7K shares1.08%2025-12-312026-02-12history
ETY EATON VANCE TAX-MANAGED DIVE1.1M shares-1.55%2025-12-312026-02-12history
FNDE SCHWAB STRATEGIC TR475.7K shares8.88%2025-12-312026-02-12history
MA MASTERCARD INCORPORATED29.8K shares-1.39%2025-12-312026-02-12history
SPY SPDR S&P 500 ETF TR24.1K shares19.42%2025-12-312026-02-12history
Sponsored
VHT VANGUARD WORLD FD56.2K shares7.12%2025-12-312026-02-12history
FNDX SCHWAB STRATEGIC TR588.9K shares-13.54%2025-12-312026-02-12history
GIGB GOLDMAN SACHS ETF TR336.1K shares-0.13%2025-12-312026-02-12history
VXF VANGUARD INDEX FDS73.6K shares-0.10%2025-12-312026-02-12history
OEF ISHARES TR44.4K shares49.72%2025-12-312026-02-12history
VCIT VANGUARD SCOTTSDALE FDS181.2K shares1.50%2025-12-312026-02-12history
WMT WALMART INC134.0K shares14.47%2025-12-312026-02-12history
ABBV ABBVIE INC64.6K shares8.79%2025-12-312026-02-12history
Sponsored
PQDI PRINCIPAL EXCHANGE TRADED FD734.9K shares42.47%2025-12-312026-02-12history
BYRE PRINCIPAL EXCHANGE TRADED FD573.7K shares26.72%2025-12-312026-02-12history
CMDY ISHARES U S ETF TR287.5K shares6.93%2025-12-312026-02-12history
GEM GOLDMAN SACHS ETF TR332.2K shares0.30%2025-12-312026-02-12history
LVHI LEGG MASON ETF INVT375.2K shares0.20%2025-12-312026-02-12history
VANGUARD INDEX FDS VANGUARD INDEX FDS21.9K shares2.43%2025-12-312026-02-12history
WFC WELLS FARGO CO NEW147.4K shares12.84%2025-12-312026-02-12history
GGUS GOLDMAN SACHS ETF TR214.2K shares1.63%2025-12-312026-02-12history
Sponsored
SCHW SCHWAB CHARLES CORP135.8K shares-10.67%2025-12-312026-02-12history
HIGH SIMPLIFY EXCHANGE TRADED FUN599.8K shares15.16%2025-12-312026-02-12history
VWO VANGUARD INTL EQUITY INDEX F248.2K shares2.23%2025-12-312026-02-12history
SCHH SCHWAB STRATEGIC TR638.8K shares8.41%2025-12-312026-02-12history
SPIB SPDR SERIES TRUST394.6K shares36.32%2025-12-312026-02-12history
XOM EXXON MOBIL CORP109.1K shares3.48%2025-12-312026-02-12history
SPHY SPDR SERIES TRUST549.7K shares-5.62%2025-12-312026-02-12history
CGDV CAPITAL GROUP DIVIDEND VALUE296.9K shares23.41%2025-12-312026-02-12history
Sponsored
USHY ISHARES TR346.3K shares-6.77%2025-12-312026-02-12history
JNJ JOHNSON &JOHNSON62.5K shares12.03%2025-12-312026-02-12history
VO VANGUARD INDEX FDS44.3K shares-0.12%2025-12-312026-02-12history
EQWL INVESCO EXCHANGE TRADED FD T107.5K shares2.37%2025-12-312026-02-12history
PM PHILIP MORRIS INTL INC76.1K shares-0.63%2025-12-312026-02-12history
VDC VANGUARD WORLD FD57.6K shares15.50%2025-12-312026-02-12history
CAT CATERPILLAR INC21.2K shares-1.53%2025-12-312026-02-12history
CGMU CAPITAL GRP FIXED INCM ETF T438.0K shares44.99%2025-12-312026-02-12history
Sponsored
BKNG BOOKING HOLDINGS INC2.2K shares-4.65%2025-12-312026-02-12history
SMH VANECK ETF TRUST33.2K shares1.12%2025-12-312026-02-12history
CGUS CAPITAL GROUP CORE EQUITY ET291.6K shares19.22%2025-12-312026-02-12history
RTX RTX CORPORATION63.3K shares16.22%2025-12-312026-02-12history
SBAR SIMPLIFY EXCHANGE TRADED FUN437.4K shares398.88%2025-12-312026-02-12history
SPTL SPDR SERIES TRUST427.4K shares8.91%2025-12-312026-02-12history
VOE VANGUARD INDEX FDS62.4K shares37.27%2025-12-312026-02-12history
CRM SALESFORCE INC41.5K shares13.24%2025-12-312026-02-12history
Sponsored
CVX CHEVRON CORP NEW69.7K shares7.17%2025-12-312026-02-12history
EFV ISHARES TR147.9K shares24.09%2025-12-312026-02-12history
AMAT APPLIED MATLS INC40.7K shares-3.78%2025-12-312026-02-12history
LAM RESEARCH CORP LAM RESEARCH CORP60.3K shares8.61%2025-12-312026-02-12history
COST COSTCO WHSL CORP NEW11.9K shares-0.93%2025-12-312026-02-12history
CGGO CAPITAL GROUP GBL GROWTH EQT296.5K shares11.61%2025-12-312026-02-12history
VCRB VANGUARD MALVERN FDS131.4K shares2.12%2025-12-312026-02-12history
GSY INVESCO ACTIVELY MANAGED EXC203.7K shares2.94%2025-12-312026-02-12history
Sponsored
VYMI VANGUARD WHITEHALL FDS112.0K shares2.87%2025-12-312026-02-12history
PLTR PALANTIR TECHNOLOGIES INC56.7K shares8.82%2025-12-312026-02-12history
HD HOME DEPOT INC29.2K shares-2.77%2025-12-312026-02-12history
IJH ISHARES TR151.3K shares2.16%2025-12-312026-02-12history
FELG FIDELITY COVINGTON TRUST238.1K shares8.16%2025-12-312026-02-12history
APMU TRUST FOR PROFESSIONAL MANAG391.0K shares30.12%2025-12-312026-02-12history
RDVY FIRST TR EXCHANGE TRADED FD141.1K shares7.43%2025-12-312026-02-12history
EFAV ISHARES TR113.4K shares-2.33%2025-12-312026-02-12history
Sponsored
GS GOLDMAN SACHS GROUP INC11.0K shares11.23%2025-12-312026-02-12history
KO COCA COLA CO138.0K shares5.53%2025-12-312026-02-12history
XMMO INVESCO EXCHANGE TRADED FD T69.6K shares9.91%2025-12-312026-02-12history
CGHM CAPITAL GRP FIXED INCM ETF T378.3K shares42.79%2025-12-312026-02-12history
VTIP VANGUARD MALVERN FDS194.9K shares5.34%2025-12-312026-02-12history
VB VANGUARD INDEX FDS37.1K shares2.37%2025-12-312026-02-12history
IGF ISHARES TR154.2K shares-1.92%2025-12-312026-02-12history
MUB ISHARES TR88.3K shares13.93%2025-12-312026-02-12history
Sponsored
FENI FIDELITY COVINGTON TRUST256.9K shares18.76%2025-12-312026-02-12history
PSET PRINCIPAL EXCHANGE TRADED FD122.3K shares-66.72%2025-12-312026-02-12history
TJX TJX COS INC NEW60.5K shares18.29%2025-12-312026-02-12history
ETV EATON VANCE TAX-MANAGED BUY-643.1K shares-1.48%2025-12-312026-02-12history
SHYG ISHARES TR215.3K shares-5.03%2025-12-312026-02-12history
BNDX VANGUARD CHARLOTTE FDS187.6K shares16.62%2025-12-312026-02-12history
NFLX NETFLIX INC96.6K shares893.94%2025-12-312026-02-12history
BAC BANK AMERICA CORP159.8K shares11.21%2025-12-312026-02-12history
Sponsored
KLAC KLA CORP7.2K shares25.36%2025-12-312026-02-12history
VYM VANGUARD WHITEHALL FDS61.0K shares-0.36%2025-12-312026-02-12history
AIQ GLOBAL X FDS171.8K shares10.27%2025-12-312026-02-12history
CSCO CISCO SYS INC113.4K shares8.68%2025-12-312026-02-12history
ISHARES GOLD TR ISHARES GOLD TR107.1K shares29.41%2025-12-312026-02-12history
AXP AMERICAN EXPRESS CO23.5K shares12.39%2025-12-312026-02-12history
UNH UNITEDHEALTH GROUP INC26.2K shares-10.89%2025-12-312026-02-12history
ORCL ORACLE CORP44.1K shares-11.08%2025-12-312026-02-12history
Sponsored
CAFX PROFESIONALLY MANAGED PORTFO337.5K shares0.43%2025-12-312026-02-12history
FNDF SCHWAB STRATEGIC TR186.6K shares10.51%2025-12-312026-02-12history
USMV ISHARES TR88.2K shares-1.62%2025-12-312026-02-12history
FQAL FIDELITY COVINGTON TRUST109.2K shares3701.53%2025-12-312026-02-12history
SCHE SCHWAB STRATEGIC TR249.9K shares55.23%2025-12-312026-02-12history
QCOM QUALCOMM INC47.6K shares1.48%2025-12-312026-02-12history
COWZ PACER FDS TR132.9K shares-15.23%2025-12-312026-02-12history
MS MORGAN STANLEY44.5K shares13.14%2025-12-312026-02-12history
Sponsored
TIP ISHARES TR71.9K shares3.33%2025-12-312026-02-12history
CGGR CAPITAL GROUP GROWTH ETF176.5K shares4.16%2025-12-312026-02-12history
IYW ISHARES TR39.0K shares-0.39%2025-12-312026-02-12history
BLCV BLACKROCK ETF TRUST206.4K shares5057.33%2025-12-312026-02-12history
IBM INTERNATIONAL BUSINESS MACHS25.5K shares10.25%2025-12-312026-02-12history
BUFR FIRST TR EXCHNG TRADED FD VI216.1K shares0.53%2025-12-312026-02-12history
GSSC GOLDMAN SACHS ETF TR97.8K shares2.39%2025-12-312026-02-12history
DIS DISNEY WALT CO64.5K shares-13.30%2025-12-312026-02-12history
Sponsored
ABT ABBOTT LABS58.4K shares6.16%2025-12-312026-02-12history
SDVY FIRST TR EXCHANGE-TRADED FD188.5K shares6.76%2025-12-312026-02-12history
BAI BLACKROCK ETF TRUST216.9K shares65.29%2025-12-312026-02-12history
IQV IQVIA HLDGS INC31.6K shares-21.47%2025-12-312026-02-12history
RDVI FIRST TR EXCHANGE-TRADED FD270.7K shares-6.60%2025-12-312026-02-12history
CITIGROUP INC CITIGROUP INC60.9K shares9.37%2025-12-312026-02-12history
BSV VANGUARD BD INDEX FDS89.9K shares7.32%2025-12-312026-02-12history
GLD SPDR GOLD TR17.8K shares14.93%2025-12-312026-02-12history
Sponsored
FDVV FIDELITY COVINGTON TRUST123.7K shares15.27%2025-12-312026-02-12history
ITA ISHARES TR32.3K shares51.49%2025-12-312026-02-12history
VOX VANGUARD WORLD FD35.7K shares0.95%2025-12-312026-02-12history
ADBE ADOBE INC19.7K shares0.09%2025-12-312026-02-12history
XMHQ INVESCO EXCHANGE TRADED FD T67.1K shares2.04%2025-12-312026-02-12history
GARP ISHARES TR99.5K shares16.80%2025-12-312026-02-12history
SPDR SERIES TRUST SPDR SERIES TRUST69.6K shares10.57%2025-12-312026-02-12history
CGGE CAPITAL GROUP GLOBAL EQUITY211.4K shares30.77%2025-12-312026-02-12history
Sponsored
TLH ISHARES TR65.7K shares15.83%2025-12-312026-02-12history
MEDTRONIC PLC MEDTRONIC PLC69.1K shares8.51%2025-12-312026-02-12history
VTEB VANGUARD MUN BD FDS131.9K shares1.64%2025-12-312026-02-12history
SDIV GLOBAL X FDS275.1K shares48.33%2025-12-312026-02-12history
ELV ELEVANCE HEALTH INC FORMERLY18.8K shares-13.54%2025-12-312026-02-12history
VZ VERIZON COMMUNICATIONS INC160.9K shares8.60%2025-12-312026-02-12history
PH PARKER-HANNIFIN CORP7.4K shares16.69%2025-12-312026-02-12history
FELC FIDELITY COVINGTON TRUST170.4K shares-7.31%2025-12-312026-02-12history
Sponsored
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW54.9K shares8.09%2025-12-312026-02-12history
UBER UBER TECHNOLOGIES INC78.6K shares15.25%2025-12-312026-02-12history
PCN PIMCO CORPORATE &INCM STRG502.8K shares-10.04%2025-12-312026-02-12history
GE AEROSPACE GE AEROSPACE20.8K shares1.31%2025-12-312026-02-12history
SBUX STARBUCKS CORP75.9K shares-8.60%2025-12-312026-02-12history
BLACKROCK INC BLACKROCK INC5.9K shares-2.76%2025-12-312026-02-12history
COF CAPITAL ONE FINL CORP25.8K shares10.45%2025-12-312026-02-12history
ISTB ISHARES TR127.4K shares-2.46%2025-12-312026-02-12history
Sponsored
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND23.0K shares19.77%2025-12-312026-02-12history
VSS VANGUARD INTL EQUITY INDEX F42.9K shares-7.60%2025-12-312026-02-12history
TDG TRANSDIGM GROUP INC4.6K shares0.17%2025-12-312026-02-12history
GTIP GOLDMAN SACHS ETF TR123.8K shares3.79%2025-12-312026-02-12history
PG PROCTER AND GAMBLE CO41.7K shares12.69%2025-12-312026-02-12history
BN BROOKFIELD CORP130.2K shares54.92%2025-12-312026-02-12history
ARISTA NETWORKS INC ARISTA NETWORKS INC45.6K shares4.60%2025-12-312026-02-12history
MERCK &CO INC MERCK &CO INC56.5K shares19.53%2025-12-312026-02-12history
Sponsored
EVTR MORGAN STANLEY ETF TRUST113.7K shares9.23%2025-12-312026-02-12history
PJUL INNOVATOR ETFS TRUST125.4K shares-0.51%2025-12-312026-02-12history
MCD MCDONALDS CORP19.0K shares10.30%2025-12-312026-02-12history
JCPB J P MORGAN EXCHANGE TRADED F122.3K shares9.36%2025-12-312026-02-12history
AMGN AMGEN INC17.7K shares7.59%2025-12-312026-02-12history
XLI SELECT SECTOR SPDR TR37.2K shares1.20%2025-12-312026-02-12history
SPSM SPDR SERIES TRUST123.0K shares18.02%2025-12-312026-02-12history
DGRO ISHARES TR81.8K shares-9.21%2025-12-312026-02-12history
Sponsored
SCHD SCHWAB STRATEGIC TR206.5K shares0.77%2025-12-312026-02-12history
CII BLACKROCK ENHANCED LARGE CAP240.9K shares-13.80%2025-12-312026-02-12history
KOCT INNOVATOR ETFS TRUST167.2K shares2206.62%2025-12-312026-02-12history
SCHO SCHWAB STRATEGIC TR230.6K shares7.73%2025-12-312026-02-12history
UNP UNION PAC CORP24.3K shares42.62%2025-12-312026-02-12history
CB CHUBB LIMITED18.0K shares17.12%2025-12-312026-02-12history
NJUL INNOVATOR ETFS TRUST75.6K shares-0.74%2025-12-312026-02-12history
MGK VANGUARD WORLD FD13.3K shares310.68%2025-12-312026-02-12history
Sponsored
AZN ASTRAZENECA PLC59.5K shares4.15%2025-12-312026-02-12history
VMBS VANGUARD SCOTTSDALE FDS116.0K shares2.47%2025-12-312026-02-12history
HDV ISHARES TR44.8K shares4.53%2025-12-312026-02-12history
ISRG INTUITIVE SURGICAL INC9.6K shares4.69%2025-12-312026-02-12history
SLQD ISHARES TR106.2K shares6.14%2025-12-312026-02-12history
LINDE PLC LINDE PLC12.5K shares0.34%2025-12-312026-02-12history
XLF SELECT SECTOR SPDR TR97.3K shares13.44%2025-12-312026-02-12history
TMO THERMO FISHER SCIENTIFIC INC9.2K shares9.52%2025-12-312026-02-12history
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ABNB AIRBNB INC39.0K shares-16.68%2025-12-312026-02-12history
VGIT VANGUARD SCOTTSDALE FDS87.3K shares0.07%2025-12-312026-02-12history
IEF ISHARES TR54.0K shares-19.26%2025-12-312026-02-12history
DHR DANAHER CORPORATION22.7K shares33.56%2025-12-312026-02-12history
FBCG FIDELITY COVINGTON TRUST94.4K shares45.20%2025-12-312026-02-12history
LMT LOCKHEED MARTIN CORP10.7K shares4.53%2025-12-312026-02-12history
CENCORA INC CENCORA INC15.2K shares-7.24%2025-12-312026-02-12history
CMCSA COMCAST CORP NEW171.0K shares18.64%2025-12-312026-02-12history
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T AT&T INC205.6K shares16.12%2025-12-312026-02-12history
PLD PROLOGIS INC.39.6K shares14.13%2025-12-312026-02-12history
CDX SIMPLIFY EXCHANGE TRADED FUN226.4K shares105.18%2025-12-312026-02-12history
IFRA ISHARES TR95.5K shares2.18%2025-12-312026-02-12history
AMD ADVANCED MICRO DEVICES INC23.1K shares19.80%2025-12-312026-02-12history
VGT VANGUARD WORLD FD6.5K shares-0.21%2025-12-312026-02-12history
CRWD CROWDSTRIKE HLDGS INC10.5K shares3.15%2025-12-312026-02-12history
BUCK SIMPLIFY EXCHANGE TRADED FUN204.2K shares67.09%2025-12-312026-02-12history
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XLG INVESCO EXCHANGE TRADED FD T81.6K shares-18.72%2025-12-312026-02-12history
JEPQ J P MORGAN EXCHANGE TRADED F83.2K shares17.68%2025-12-312026-02-12history
KJAN INNOVATOR ETFS TRUST115.8K shares-1.28%2025-12-312026-02-12history
ASML ASML HOLDING N V4.5K shares26.17%2025-12-312026-02-12history
ORLY OREILLY AUTOMOTIVE INC52.1K shares-1.58%2025-12-312026-02-12history
HLT HILTON WORLDWIDE HLDGS INC16.5K shares-9.62%2025-12-312026-02-12history
NVS NOVARTIS AG34.4K shares-3.92%2025-12-312026-02-12history
IWR ISHARES TR48.9K shares-1.57%2025-12-312026-02-12history
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MCK MCKESSON CORP5.7K shares0.88%2025-12-312026-02-12history
BDX BECTON DICKINSON &CO24.0K shares11.01%2025-12-312026-02-12history
JMUB J P MORGAN EXCHANGE TRADED F91.7K shares1.56%2025-12-312026-02-12history
ROBO EXCHANGE TRADED CONCEPTS TRU66.6K shares6.00%2025-12-312026-02-12history
APH AMPHENOL CORP NEW33.8K shares10.90%2025-12-312026-02-12history
CGSM CAPITAL GRP FIXED INCM ETF T171.6K shares74.38%2025-12-312026-02-12history
SPHQ INVESCO EXCHANGE TRADED FD T60.1K shares-65.89%2025-12-312026-02-12history
PDI PIMCO DYNAMIC INCOME FD254.5K shares4.26%2025-12-312026-02-12history
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DEO DIAGEO PLC51.8K shares-5.17%2025-12-312026-02-12history
XLK SELECT SECTOR SPDR TR30.9K shares101.95%2025-12-312026-02-12history
AGGH SIMPLIFY EXCHANGE TRADED FUN213.8K shares49.48%2025-12-312026-02-12history
AIRR FIRST TR EXCHANGE TRADED FD44.5K shares90.20%2025-12-312026-02-12history
CHKP CHECK POINT SOFTWARE TECH LT23.5K shares13.33%2025-12-312026-02-12history
ITM VANECK ETF TRUST91.8K shares6.62%2025-12-312026-02-12history
CDNS CADENCE DESIGN SYSTEM INC13.8K shares12.14%2025-12-312026-02-12history
CIBR FIRST TR EXCHANGE TRADED FD60.5K shares1.79%2025-12-312026-02-12history
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APP APPLOVIN CORP6.4K shares1.31%2025-12-312026-02-12history
NOCT INNOVATOR ETFS TRUST74.3K shares15.29%2025-12-312026-02-12history
RYLD GLOBAL X FDS280.8K sharesnew addition2025-12-312026-02-12history
COWG PACER FDS TR121.8K shares25.17%2025-12-312026-02-12history
PANW PALO ALTO NETWORKS INC23.3K shares-0.56%2025-12-312026-02-12history
IHI ISHARES TR68.8K shares18.43%2025-12-312026-02-12history
MO ALTRIA GROUP INC74.0K shares12.48%2025-12-312026-02-12history
EATON CORP PLC EATON CORP PLC13.3K shares43.57%2025-12-312026-02-12history
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USB US BANCORP DEL79.4K shares8.43%2025-12-312026-02-12history
CRH PLC CRH PLC33.9K shares21.37%2025-12-312026-02-12history
ENB ENBRIDGE INC88.2K shares4.68%2025-12-312026-02-12history
OMC OMNICOM GROUP INC51.9K shares31.98%2025-12-312026-02-12history
MOAT VANECK ETF TRUST40.5K shares-2.74%2025-12-312026-02-12history
MU MICRON TECHNOLOGY INC14.7K shares3.89%2025-12-312026-02-12history
CGDG CAPITAL GROUP DIVIDEND GROWE117.1K shares39.34%2025-12-312026-02-12history
BENJ HORIZON FDS80.4K shares19.21%2025-12-312026-02-12history
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JPST J P MORGAN EXCHANGE TRADED F82.1K shares10.86%2025-12-312026-02-12history
INTU INTUIT6.2K shares12.52%2025-12-312026-02-12history
CME CME GROUP INC15.1K shares19.90%2025-12-312026-02-12history
RCL ROYAL CARIBBEAN GROUP14.7K shares-2.59%2025-12-312026-02-12history
SHLD GLOBAL X FDS63.2K shares37.74%2025-12-312026-02-12history
KKR &CO INC KKR &CO INC31.7K shares6.72%2025-12-312026-02-12history
XLC SELECT SECTOR SPDR TR34.3K shares25.11%2025-12-312026-02-12history
IYC ISHARES TR38.5K shares26.02%2025-12-312026-02-12history
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FBND FIDELITY MERRIMACK STR TR85.8K shares64.41%2025-12-312026-02-12history
NAPR INNOVATOR ETFS TRUST73.4K shares-0.11%2025-12-312026-02-12history
ANGL VANECK ETF TRUST132.9K shares0.85%2025-12-312026-02-12history
IYJ ISHARES TR26.2K shares13.70%2025-12-312026-02-12history
ADSK AUTODESK INC13.0K shares-14.05%2025-12-312026-02-12history
VUG VANGUARD INDEX FDS7.9K shares1.78%2025-12-312026-02-12history
THE CIGNA GROUP THE CIGNA GROUP14.0K shares-3.32%2025-12-312026-02-12history
XAR SPDR SERIES TRUST15.9K shares1.75%2025-12-312026-02-12history
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NEE NEXTERA ENERGY INC47.7K shares6.08%2025-12-312026-02-12history
SIVR ABRDN SILVER ETF TRUST56.3K shares-8.46%2025-12-312026-02-12history
APD AIR PRODS &CHEMS INC15.3K shares-16.24%2025-12-312026-02-12history
VIOG VANGUARD ADMIRAL FDS INC31.1K shares5.06%2025-12-312026-02-12history
TXN TEXAS INSTRS INC21.7K shares5.38%2025-12-312026-02-12history
IQLT ISHARES TR82.8K shares4.23%2025-12-312026-02-12history
QQQM INVESCO EXCH TRADED FD TR II14.6K shares11.54%2025-12-312026-02-12history
IAGG ISHARES TR72.3K shares15.76%2025-12-312026-02-12history
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SPLB SPDR SERIES TRUST159.9K shares9.84%2025-12-312026-02-12history
IHDG WISDOMTREE TR72.6K shares2.10%2025-12-312026-02-12history
MMM 3M CO22.0K shares5.86%2025-12-312026-02-12history
BLACKSTONE INC BLACKSTONE INC22.7K shares3.65%2025-12-312026-02-12history
PGR PROGRESSIVE CORP15.4K shares8.38%2025-12-312026-02-12history
PEP PEPSICO INC24.3K shares7.41%2025-12-312026-02-12history
THRO BLACKROCK ETF TRUST89.7K shares18.20%2025-12-312026-02-12history
XLU SELECT SECTOR SPDR TR80.7K shares410.40%2025-12-312026-02-12history
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HSY HERSHEY CO18.9K shares9.17%2025-12-312026-02-12history
JBL JABIL INC14.8K shares4.75%2025-12-312026-02-12history
PJAN INNOVATOR ETFS TRUST71.6K shares13.69%2025-12-312026-02-12history
ALLE ALLEGION PLC21.0K shares25.11%2025-12-312026-02-12history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC31.6K shares9.33%2025-12-312026-02-12history
TM TOYOTA MOTOR CORP15.5K shares18.20%2025-12-312026-02-12history
IAPR INNOVATOR ETFS TRUST107.6K shares0.00%2025-12-312026-02-12history
ONEQ FIDELITY COMWLTH TR35.8K shares1.87%2025-12-312026-02-12history
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SHY ISHARES TR39.4K shares-1.68%2025-12-312026-02-12history
VV VANGUARD INDEX FDS10.1K shares-2.16%2025-12-312026-02-12history
CVS CVS HEALTH CORP39.9K shares14.19%2025-12-312026-02-12history
INTC INTEL CORP85.7K shares6.81%2025-12-312026-02-12history
NOW SERVICENOW INC20.4K shares479.24%2025-12-312026-02-12history
SLV ISHARES SILVER TR48.5K shares-3.96%2025-12-312026-02-12history
MTUM ISHARES TR12.5K shares-31.73%2025-12-312026-02-12history
PFE PFIZER INC124.9K shares8.25%2025-12-312026-02-12history
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AJG GALLAGHER ARTHUR J &CO12.0K shares-14.22%2025-12-312026-02-12history
CMI CUMMINS INC6.1K shares16.41%2025-12-312026-02-12history
BK BANK NEW YORK MELLON CORP26.5K shares3.34%2025-12-312026-02-12history
BMY BRISTOL-MYERS SQUIBB CO56.9K shares24.98%2025-12-312026-02-12history
WMB WILLIAMS COS INC51.1K shares48.16%2025-12-312026-02-12history
GILD GILEAD SCIENCES INC24.9K shares22.70%2025-12-312026-02-12history
SPMO INVESCO EXCH TRADED FD TR II25.7K shares-87.09%2025-12-312026-02-12history
FDL FIRST TR EXCHANGE-TRADED FD68.5K shares2.53%2025-12-312026-02-12history
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SNOW SNOWFLAKE INC13.6K shares12.83%2025-12-312026-02-12history
SNA SNAP ON INC8.6K shares9.99%2025-12-312026-02-12history
EOG EOG RES INC28.1K shares-8.68%2025-12-312026-02-12history
BINC BLACKROCK ETF TRUST II55.7K shares14.24%2025-12-312026-02-12history
VOT VANGUARD INDEX FDS10.5K shares0.90%2025-12-312026-02-12history
CEG CONSTELLATION ENERGY CORP8.3K shares8.81%2025-12-312026-02-12history
IYK ISHARES TR43.6K shares5.06%2025-12-312026-02-12history
ADP AUTOMATIC DATA PROCESSING IN11.3K shares5.49%2025-12-312026-02-12history
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MLPX GLOBAL X FDS47.9K shares-75.30%2025-12-312026-02-12history
SHOP SHOPIFY INC18.0K shares0.05%2025-12-312026-02-12history
HEFA ISHARES TR70.1K shares7.55%2025-12-312026-02-12history
SKYY FIRST TR EXCHANGE TRADED FD22.2K shares5.57%2025-12-312026-02-12history
EAPR INNOVATOR ETFS TRUST97.0K shares0.00%2025-12-312026-02-12history
KJUL INNOVATOR ETFS TRUST90.7K shares-0.94%2025-12-312026-02-12history
VRTX VERTEX PHARMACEUTICALS INC6.3K shares-7.58%2025-12-312026-02-12history
SYK STRYKER CORPORATION8.1K shares0.10%2025-12-312026-02-12history
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GRNY TIDAL TRUST I114.9K shares26.69%2025-12-312026-02-12history
TUA SIMPLIFY EXCHANGE TRADED FUN129.7K shares25.12%2025-12-312026-02-12history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.4K shares8.58%2025-12-312026-02-12history
BUFB INNOVATOR ETFS TRUST76.8K shares23.76%2025-12-312026-02-12history
BBVA BANCO BILBAO VIZCAYA ARGENTA120.5K shares13.82%2025-12-312026-02-12history
BA BOEING CO12.9K shares-5.59%2025-12-312026-02-12history
HON HONEYWELL INTL INC14.3K shares-23.47%2025-12-312026-02-12history
JUST GOLDMAN SACHS ETF TR28.9K shares8.97%2025-12-312026-02-12history
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POCT INNOVATOR ETFS TRUST63.5K shares-48.71%2025-12-312026-02-12history
QTUM ETF SER SOLUTIONS25.4K shares8.79%2025-12-312026-02-12history
GM GENERAL MTRS CO34.3K shares19.51%2025-12-312026-02-12history
COP CONOCOPHILLIPS29.7K shares2.08%2025-12-312026-02-12history
FHLC FIDELITY COVINGTON TRUST36.9K shares124.22%2025-12-312026-02-12history
VBR VANGUARD INDEX FDS12.9K shares4.38%2025-12-312026-02-12history
WELL WELLTOWER INC14.6K shares35.03%2025-12-312026-02-12history
TMUS T-MOBILE US INC13.3K shares-8.99%2025-12-312026-02-12history
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EME EMCOR GROUP INC4.4K shares4.72%2025-12-312026-02-12history
CELESTICA INC CELESTICA INC9.1K shares-23.47%2025-12-312026-02-12history
UNILEVER PLC UNILEVER PLC41.2K sharesnew addition2025-12-312026-02-12history
NVT NVENT ELECTRIC PLC26.4K shares14.52%2025-12-312026-02-12history
MAS MASCO CORP42.2K shares-22.46%2025-12-312026-02-12history
SHV ISHARES TR24.3K shares16.66%2025-12-312026-02-12history
ICSH ISHARES TR52.9K shares-4.93%2025-12-312026-02-12history
SAP SAP SE10.9K shares8.10%2025-12-312026-02-12history
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VEEV VEEVA SYS INC11.9K shares-10.22%2025-12-312026-02-12history
AVDV AMERICAN CENTY ETF TR28.2K shares3.08%2025-12-312026-02-12history
BIL SPDR SERIES TRUST28.8K shares7.01%2025-12-312026-02-12history
CGMM CAPITAL GROUP EQUITY ETF TR90.9K shares27.19%2025-12-312026-02-12history
UPS UNITED PARCEL SERVICE INC26.4K shares4.99%2025-12-312026-02-12history
SCZ ISHARES TR33.5K shares-2.20%2025-12-312026-02-12history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC11.4K shares25.03%2025-12-312026-02-12history
SPSB SPDR SERIES TRUST85.9K shares217.96%2025-12-312026-02-12history
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FSTA FIDELITY COVINGTON TRUST52.6K shares57.97%2025-12-312026-02-12history
TT TRANE TECHNOLOGIES PLC6.6K shares3.87%2025-12-312026-02-12history
AMP AMERIPRISE FINL INC5.3K shares0.80%2025-12-312026-02-12history
LOW LOWES COS INC10.6K shares-3.12%2025-12-312026-02-12history
VXUS VANGUARD STAR FDS33.8K shares26.26%2025-12-312026-02-12history
IWM ISHARES TR10.4K shares24.71%2025-12-312026-02-12history
KMX CARMAX INC65.9K shares-10.57%2025-12-312026-02-12history
BSX BOSTON SCIENTIFIC CORP26.7K shares14.28%2025-12-312026-02-12history
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ADI ANALOG DEVICES INC9.4K shares2.27%2025-12-312026-02-12history
HEI.A HEICO CORP NEW10.0K shares-2.39%2025-12-312026-02-12history
RSPT INVESCO EXCHANGE TRADED FD T55.6K shares-34.73%2025-12-312026-02-12history
STEW SRH TOTAL RETURN FUND INC136.4K shares8.95%2025-12-312026-02-12history
REGL PROSHARES TR30.0K shares10.33%2025-12-312026-02-12history
EUAD SPINNAKER ETF SERIES59.7K shares0.80%2025-12-312026-02-12history
ECL ECOLAB INC9.6K shares-12.71%2025-12-312026-02-12history
WM WASTE MGMT INC DEL11.4K shares14.72%2025-12-312026-02-12history
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G GENPACT LIMITED53.2K shares34.62%2025-12-312026-02-12history
PRN INVESCO EXCHANGE TRADED FD T14.2K shares19.03%2025-12-312026-02-12history
GDX VANECK ETF TRUST28.8K shares-5.34%2025-12-312026-02-12history
IMCG ISHARES TR30.8K shares1.43%2025-12-312026-02-12history
PAPR INNOVATOR ETFS TRUST62.9K shares0.00%2025-12-312026-02-12history
GRID FIRST TR EXCHANGE TRADED FD16.0K shares222.45%2025-12-312026-02-12history
CTAS CINTAS CORP13.0K shares-3.44%2025-12-312026-02-12history
IWF ISHARES TR5.2K shares0.43%2025-12-312026-02-12history
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SPDW SPDR INDEX SHS FDS54.9K shares182.11%2025-12-312026-02-12history
SRLN SSGA ACTIVE ETF TR59.0K shares24.27%2025-12-312026-02-12history
VWOB VANGUARD WHITEHALL FDS35.8K shares6.15%2025-12-312026-02-12history
CBRE CBRE GROUP INC14.9K shares15.82%2025-12-312026-02-12history
TFC TRUIST FINL CORP48.5K shares2.79%2025-12-312026-02-12history
SCHR SCHWAB STRATEGIC TR94.5K shares7.57%2025-12-312026-02-12history
FDX FEDEX CORP8.2K shares0.58%2025-12-312026-02-12history
IOCT INNOVATOR ETFS TRUST67.3K shares-0.98%2025-12-312026-02-12history
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XLE SELECT SECTOR SPDR TR52.4K shares113.63%2025-12-312026-02-12history
DHI D R HORTON INC16.2K shares15.90%2025-12-312026-02-12history
PTY PIMCO CORPORATE &INCOME OPP179.7K shares-1.51%2025-12-312026-02-12history
CBOE CBOE GLOBAL MKTS INC9.2K shares94.17%2025-12-312026-02-12history
XLSR SSGA ACTIVE TR36.9K shares173.07%2025-12-312026-02-12history
URI UNITED RENTALS INC2.8K shares-0.18%2025-12-312026-02-12history
RTO RENTOKIL INITIAL PLC76.0K shares58.81%2025-12-312026-02-12history
DON WISDOMTREE TR43.0K shares2.75%2025-12-312026-02-12history
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GEV GE VERNOVA INC3.4K shares28.15%2025-12-312026-02-12history
SMLF ISHARES TR29.6K shares10.88%2025-12-312026-02-12history
YUMC YUM CHINA HLDGS INC46.3K shares50.29%2025-12-312026-02-12history
DE DEERE &CO4.8K shares-1.19%2025-12-312026-02-12history
FTCS FIRST TR EXCHANGE-TRADED FD23.8K shares-13.55%2025-12-312026-02-12history
MSI MOTOROLA SOLUTIONS INC5.7K shares-5.40%2025-12-312026-02-12history
MAGS LISTED FDS TR33.3K shares4.52%2025-12-312026-02-12history
QTEC FIRST TR EXCHANGE-TRADED FD9.6K shares-0.32%2025-12-312026-02-12history
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WCN WASTE CONNECTIONS INC12.5K shares1.75%2025-12-312026-02-12history
GOF GUGGENHEIM STRATEGIC OPPORTU169.6K shares10.45%2025-12-312026-02-12history
NOC NORTHROP GRUMMAN CORP3.8K shares-0.62%2025-12-312026-02-12history
WBD WARNER BROS DISCOVERY INC75.7K shares45.09%2025-12-312026-02-12history
SUB ISHARES TR20.4K shares-0.54%2025-12-312026-02-12history
FTHI FIRST TR EXCHANGE TRADED FD92.2K shares-1.42%2025-12-312026-02-12history
ICF ISHARES TR36.5K shares2.60%2025-12-312026-02-12history
HII HUNTINGTON INGALLS INDS INC6.4K shares1.96%2025-12-312026-02-12history
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GSK PLC GSK PLC44.3K shares6.54%2025-12-312026-02-12history
BLW BLACKROCK LTD DURATION INCOM158.1K shares-2.86%2025-12-312026-02-12history
VRP INVESCO EXCH TRADED FD TR II89.2K shares-62.18%2025-12-312026-02-12history
PAYX PAYCHEX INC19.3K shares9.81%2025-12-312026-02-12history
SO SOUTHERN CO24.8K shares8.38%2025-12-312026-02-12history
SAN BANCO SANTANDER SA182.4K shares34.76%2025-12-312026-02-12history
SCHX SCHWAB STRATEGIC TR79.3K shares-4.46%2025-12-312026-02-12history
SGOV ISHARES TR21.2K shares0.92%2025-12-312026-02-12history
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FDEM FIDELITY COVINGTON TRUST68.4K shares65.56%2025-12-312026-02-12history
RGLO RUSSELL INVTS EXCHANGE TRADE71.1K shares-26.87%2025-12-312026-02-12history
AVUV AMERICAN CENTY ETF TR20.7K shares-2.59%2025-12-312026-02-12history
NEM NEWMONT CORP21.1K shares103.67%2025-12-312026-02-12history
BTI BRITISH AMERN TOB PLC37.2K shares-3.23%2025-12-312026-02-12history
UTES ETFIS SER TR I26.5K shares2.17%2025-12-312026-02-12history
NLR VANECK ETF TRUST16.8K shares-19.43%2025-12-312026-02-12history
HELO J P MORGAN EXCHANGE TRADED F31.3K shares-7.35%2025-12-312026-02-12history
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YYY AMPLIFY ETF TR179.9K shares2.11%2025-12-312026-02-12history
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RIV RIVERNORTH OPPORTUNITIES FD175.9K shares-4.26%2025-12-312026-02-12history
XRMI GLOBAL X FDS114.5K shares3.27%2025-12-312026-02-12history
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WH WYNDHAM HOTELS &RESORTS INC26.8K shares141.75%2025-12-312026-02-12history
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PYPL PAYPAL HLDGS INC34.5K shares6.05%2025-12-312026-02-12history
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XV SIMPLIFY EXCHANGE TRADED FUN79.1K shares746.42%2025-12-312026-02-12history
CGO CALAMOS GLOBAL TOTAL RETURN175.6K shares-2.72%2025-12-312026-02-12history
BABA ALIBABA GROUP HLDG LTD13.6K shares-7.13%2025-12-312026-02-12history
AMT AMERICAN TOWER CORP NEW11.3K shares8.89%2025-12-312026-02-12history
TD TORONTO DOMINION BK ONT21.0K shares20.77%2025-12-312026-02-12history
KMB KIMBERLY-CLARK CORP19.5K shares2.65%2025-12-312026-02-12history
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COOPER COS INC COOPER COS INC23.8K shares40.66%2025-12-312026-02-12history
SPTS SPDR SERIES TRUST66.5K shares17.99%2025-12-312026-02-12history
VVR INVESCO SR INCOME TR594.4K shares6.76%2025-12-312026-02-12history
FN FABRINET4.3K shares19.22%2025-12-312026-02-12history
FCX FREEPORT-MCMORAN INC38.2K shares13.12%2025-12-312026-02-12history
VMC VULCAN MATLS CO6.7K shares-0.93%2025-12-312026-02-12history
IWS ISHARES TR13.5K shares-8.60%2025-12-312026-02-12history
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TCAF T ROWE PRICE ETF INC49.9K shares0.42%2025-12-312026-02-12history
FPE FIRST TR EXCH TRADED FD III104.6K shares9.12%2025-12-312026-02-12history
DIVO AMPLIFY ETF TR42.8K shares16.67%2025-12-312026-02-12history
UAL UNITED AIRLS HLDGS INC17.0K shares1.23%2025-12-312026-02-12history
CSGP COSTAR GROUP INC28.3K shares-11.05%2025-12-312026-02-12history
CW CURTISS WRIGHT CORP3.4K shares-5.78%2025-12-312026-02-12history
FLRG FIDELITY COVINGTON TRUST49.8K shares5.69%2025-12-312026-02-12history
FTSM FIRST TR EXCHANGE-TRADED FD31.5K shares1.11%2025-12-312026-02-12history
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LAMR LAMAR ADVERTISING CO NEW14.9K shares5.60%2025-12-312026-02-12history
FIS FIDELITY NATL INFORMATION SV28.3K shares24.89%2025-12-312026-02-12history
ITW ILLINOIS TOOL WKS INC7.6K shares-20.48%2025-12-312026-02-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available