The Analysis of Regal Investment Advisors LLC's Holdings
Currently, Regal Investment Advisors LLC holds 584 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in IVE (+39.8K shares, valued at $8.4M), IEMG (+89.7K shares, valued at $6.0M), XLK (+30.0K shares, valued at $4.3M); decreased their positions in QUAL (-24.7K shares, valued at $4.9M), N/A (-7.4K shares, valued at $4.5M), MU (-12.5K shares, valued at $3.6M); initiated new positions in QQQM (+13.8K shares, valued at $3.5M), ZTS (+20.1K shares, valued at $2.5M), FDS (+7.5K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR124.2K shares4.49%2025-12-312026-02-17
AAPL APPLE INC127.5K shares-0.37%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR48.1K shares1.27%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR966.2K shares-3.75%2025-12-312026-02-17 MSFT MICROSOFT CORP54.5K shares3.13%2025-12-312026-02-17 LQD ISHARES TR233.3K shares3.72%2025-12-312026-02-17 NVDA NVIDIA CORPORATION133.5K shares6.61%2025-12-312026-02-17 FTCS FIRST TR EXCHANGE-TRADED FD267.4K shares1.95%2025-12-312026-02-17 VUG VANGUARD INDEX FDS50.0K shares2.60%2025-12-312026-02-17 IVE ISHARES TR102.0K shares63.92%2025-12-312026-02-17 IUSB ISHARES TR448.9K shares15.42%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS323.8K shares10.61%2025-12-312026-02-17 DYNF BLACKROCK ETF TRUST326.8K shares20.39%2025-12-312026-02-17 IVW ISHARES TR155.7K shares17.71%2025-12-312026-02-17 IEMG ISHARES INC273.8K shares48.68%2025-12-312026-02-17 OEF ISHARES TR50.4K shares12.08%2025-12-312026-02-17 ABBV ABBVIE INC72.4K shares1.85%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON71.8K shares-0.14%2025-12-312026-02-17 IJR ISHARES TR122.2K shares2.61%2025-12-312026-02-17 VYMI VANGUARD WHITEHALL FDS159.7K shares7.49%2025-12-312026-02-17 EFV ISHARES TR196.9K shares4.38%2025-12-312026-02-17 IEFA ISHARES TR156.5K shares11.40%2025-12-312026-02-17 VTI VANGUARD INDEX FDS40.1K shares11.15%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F241.8K shares6.68%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS58.5K shares3.67%2025-12-312026-02-17 GSLC GOLDMAN SACHS ETF TR95.4K shares-4.53%2025-12-312026-02-17 PWB INVESCO EXCHANGE TRADED FD T87.7K shares0.22%2025-12-312026-02-17 FV FIRST TR EXCHANGE TRADED FD169.4K shares1.74%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO73.8K shares0.47%2025-12-312026-02-17 BUFR FIRST TR EXCHNG TRADED FD VI296.5K shares4.36%2025-12-312026-02-17 MUB ISHARES TR94.3K shares9.79%2025-12-312026-02-17 TLH ISHARES TR95.2K shares10.09%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS32.6K shares9.42%2025-12-312026-02-17 QUAL ISHARES TR47.8K shares-34.10%2025-12-312026-02-17 CVX CHEVRON CORP NEW60.9K shares9.52%2025-12-312026-02-17 EMR EMERSON ELEC CO69.7K shares2.71%2025-12-312026-02-17 PFE PFIZER INC366.5K shares4.74%2025-12-312026-02-17 WMT WALMART INC81.1K shares18.15%2025-12-312026-02-17 PWV INVESCO EXCHANGE TRADED FD T135.7K shares1.72%2025-12-312026-02-17 MTUM ISHARES TR35.8K shares71.45%2025-12-312026-02-17 AMZN AMAZON COM INC38.7K shares-1.58%2025-12-312026-02-17 MO ALTRIA GROUP INC150.8K shares3.54%2025-12-312026-02-17 T AT&T INC345.9K shares5.28%2025-12-312026-02-17 VOE VANGUARD INDEX FDS48.2K shares6.05%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC209.6K shares11.89%2025-12-312026-02-17 SPYM SPDR SERIES TRUST101.5K shares112.82%2025-12-312026-02-17 XLK SELECT SECTOR SPDR TR56.0K shares115.79%2025-12-312026-02-17 BAI BLACKROCK ETF TRUST234.6K shares31.71%2025-12-312026-02-17 GTO INVESCO ACTIVELY MANAGED EXC164.0K shares3.68%2025-12-312026-02-17 DIVO AMPLIFY ETF TR168.6K shares-3.72%2025-12-312026-02-17 VOT VANGUARD INDEX FDS26.8K shares1.57%2025-12-312026-02-17 THRO BLACKROCK ETF TRUST191.8K shares20.84%2025-12-312026-02-17 MBB ISHARES TR76.8K shares6.79%2025-12-312026-02-17 KO COCA COLA CO102.8K shares7.88%2025-12-312026-02-17 PFF ISHARES TR231.9K shares0.16%2025-12-312026-02-17 GLD SPDR GOLD TR18.1K shares-4.90%2025-12-312026-02-17 ALPHABET INC ALPHABET INC22.7K shares6.34%2025-12-312026-02-17 FDN FIRST TR EXCHANGE-TRADED FD25.7K shares-1.00%2025-12-312026-02-17 EEM ISHARES TR125.4K shares2.42%2025-12-312026-02-17 XLF SELECT SECTOR SPDR TR124.9K shares11.90%2025-12-312026-02-17 BSV VANGUARD BD INDEX FDS86.3K shares0.62%2025-12-312026-02-17 AGG ISHARES TR67.3K shares-17.94%2025-12-312026-02-17 IJH ISHARES TR100.9K shares-16.01%2025-12-312026-02-17 AFL AFLAC INC59.0K shares-2.30%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR198.7K shares8.50%2025-12-312026-02-17 XLU SELECT SECTOR SPDR TR151.6K shares113.66%2025-12-312026-02-17 BINC BLACKROCK ETF TRUST II122.2K shares51.42%2025-12-312026-02-17 MCD MCDONALDS CORP20.8K shares2.20%2025-12-312026-02-17 BDYN BLACKROCK ETF TRUST246.5K shares2.67%2025-12-312026-02-17 CINF CINCINNATI FINL CORP37.4K shares5.07%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS66.3K shares0.39%2025-12-312026-02-17 ALPHABET INC ALPHABET INC18.3K shares-23.77%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.17.4K shares15.72%2025-12-312026-02-17 XOM EXXON MOBIL CORP44.2K shares4.21%2025-12-312026-02-17 VBR VANGUARD INDEX FDS24.7K shares13.34%2025-12-312026-02-17 BROADCOM INC BROADCOM INC15.0K shares11.37%2025-12-312026-02-17 VO VANGUARD INDEX FDS17.8K shares20.94%2025-12-312026-02-17 FLOT ISHARES TR98.1K shares4.79%2025-12-312026-02-17 ACIO ETF SER SOLUTIONS114.1K shares263.89%2025-12-312026-02-17 FAUG FIRST TR EXCHNG TRADED FD VI91.3K shares-6.63%2025-12-312026-02-17 FLTR VANECK ETF TRUST189.1K shares-5.07%2025-12-312026-02-17 CSCO CISCO SYS INC62.1K shares-6.71%2025-12-312026-02-17 IGSB ISHARES TR90.5K shares-6.09%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW5.4K shares0.71%2025-12-312026-02-17 IVOL KRANESHARES TRUST240.8K shares-6.75%2025-12-312026-02-17 WM WASTE MGMT INC DEL20.8K shares5.68%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC15.8K shares-44.30%2025-12-312026-02-17 IAGG ISHARES TR88.9K shares27.12%2025-12-312026-02-17 RPRX ROYALTY PHARMA PLC113.3K shares3.30%2025-12-312026-02-17 VSS VANGUARD INTL EQUITY INDEX F30.4K shares8.11%2025-12-312026-02-17 FLTB FIDELITY MERRIMACK STR TR84.4K shares4.27%2025-12-312026-02-17 VWOB VANGUARD WHITEHALL FDS62.6K shares3.97%2025-12-312026-02-17 TGT TARGET CORP42.4K shares-1.93%2025-12-312026-02-17 PEP PEPSICO INC28.8K shares5.95%2025-12-312026-02-17 CORPAY INC CORPAY INC13.7K shares45.25%2025-12-312026-02-17 IWF ISHARES TR8.7K shares22.58%2025-12-312026-02-17 LZB LA Z BOY INC109.9K shares0.00%2025-12-312026-02-17 VRIG INVESCO ACTIVELY MANAGED EXC160.8K shares-34.20%2025-12-312026-02-17 BDVL BLACKROCK ETF TRUST162.6K shares4.18%2025-12-312026-02-17 GSIE GOLDMAN SACHS ETF TR93.4K shares-5.37%2025-12-312026-02-17 ELV ELEVANCE HEALTH INC FORMERLY11.2K shares3.70%2025-12-312026-02-17 TOL TOLL BROTHERS INC28.8K shares-4.72%2025-12-312026-02-17 ULTA ULTA BEAUTY INC6.4K shares-9.01%2025-12-312026-02-17 AEP AMERICAN ELEC PWR CO INC33.2K shares8.91%2025-12-312026-02-17 XLE SELECT SECTOR SPDR TR85.6K shares119.50%2025-12-312026-02-17 FANG DIAMONDBACK ENERGY INC25.2K shares9.93%2025-12-312026-02-17 FIS FIDELITY NATL INFORMATION SV56.8K shares8.82%2025-12-312026-02-17 ITA ISHARES TR17.3K shares22.30%2025-12-312026-02-17 VXUS VANGUARD STAR FDS48.9K shares80.38%2025-12-312026-02-17 DEM WISDOMTREE TR78.2K shares-5.01%2025-12-312026-02-17 LLY ELI LILLY & CO3.4K shares23.13%2025-12-312026-02-17 GOVT ISHARES TR157.5K shares3.22%2025-12-312026-02-17 DRSK ETF SER SOLUTIONS126.2K shares220.18%2025-12-312026-02-17 VXF VANGUARD INDEX FDS17.0K shares-1.98%2025-12-312026-02-17 SLB SLB LIMITED92.0K shares4.69%2025-12-312026-02-17 QQQM INVESCO EXCH TRADED FD TR II13.8K sharesnew addition2025-12-312026-02-17 BLDR BUILDERS FIRSTSOURCE INC33.7K shares21.31%2025-12-312026-02-17 FYX FIRST TR EXCHANGE-TRADED ALP30.5K shares-0.26%2025-12-312026-02-17 META META PLATFORMS INC5.2K shares14.90%2025-12-312026-02-17 IWC ISHARES TR21.7K shares-5.67%2025-12-312026-02-17 ODFL OLD DOMINION FREIGHT LINE IN21.3K shares4.25%2025-12-312026-02-17 EOG EOG RES INC31.6K shares-0.42%2025-12-312026-02-17 SDVY FIRST TR EXCHANGE-TRADED FD84.2K shares21.60%2025-12-312026-02-17 GHYB GOLDMAN SACHS ETF TR70.1K shares-0.64%2025-12-312026-02-17 ED CONSOLIDATED EDISON INC31.3K shares-2.32%2025-12-312026-02-17 IYW ISHARES TR15.5K shares-3.01%2025-12-312026-02-17 IDUB ETF SER SOLUTIONS126.1K shares288.91%2025-12-312026-02-17 GDX VANECK ETF TRUST35.4K shares10.35%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR19.4K shares34.20%2025-12-312026-02-17 GNR SPDR INDEX SHS FDS48.3K shares0.68%2025-12-312026-02-17 EMB ISHARES TR31.0K shares24.25%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD9.8K shares-0.85%2025-12-312026-02-17 VTIP VANGUARD MALVERN FDS58.3K shares-32.29%2025-12-312026-02-17 XLC SELECT SECTOR SPDR TR23.9K shares-3.22%2025-12-312026-02-17 ALPS ETF TR ALPS ETF TR58.6K shares2.65%2025-12-312026-02-17 XLI SELECT SECTOR SPDR TR17.7K shares20.62%2025-12-312026-02-17 DGRW WISDOMTREE TR30.5K shares-52.72%2025-12-312026-02-17 XLP SELECT SECTOR SPDR TR35.1K shares10.70%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS32.4K shares-9.47%2025-12-312026-02-17 TDIV FIRST TR EXCHANGE TRADED FD27.8K shares0.04%2025-12-312026-02-17 VB VANGUARD INDEX FDS10.3K shares-8.70%2025-12-312026-02-17 FXR FIRST TR EXCHANGE TRADED FD33.3K shares-6.85%2025-12-312026-02-17 JEPI J P MORGAN EXCHANGE TRADED F45.8K shares7.51%2025-12-312026-02-17 TSLA TESLA INC5.8K shares34.22%2025-12-312026-02-17 STIP ISHARES TR25.2K shares-22.77%2025-12-312026-02-17 ETR ENTERGY CORP NEW27.5K shares35.04%2025-12-312026-02-17 ZTS ZOETIS INC20.1K sharesnew addition2025-12-312026-02-17 USMV ISHARES TR26.5K shares3.33%2025-12-312026-02-17 IUSV ISHARES TR24.2K shares1.12%2025-12-312026-02-17 HEFA ISHARES TR59.7K shares-42.56%2025-12-312026-02-17 SMH VANECK ETF TRUST6.8K shares-31.35%2025-12-312026-02-17 FFEB FIRST TR EXCHNG TRADED FD VI42.9K shares-42.71%2025-12-312026-02-17 BAC BANK AMERICA CORP44.0K shares4.45%2025-12-312026-02-17 FTA FIRST TR EXCHANGE-TRADED ALP28.0K shares-3.47%2025-12-312026-02-17 QQQE DIREXION SHS ETF TR23.4K shares1.30%2025-12-312026-02-17 ESGU ISHARES TR15.9K shares-9.87%2025-12-312026-02-17 QTEC FIRST TR EXCHANGE-TRADED FD10.3K shares-10.03%2025-12-312026-02-17 MGK VANGUARD WORLD FD5.7K shares-2.63%2025-12-312026-02-17 RLY SSGA ACTIVE ETF TR74.3K shares-1.33%2025-12-312026-02-17 KMI KINDER MORGAN INC DEL82.7K shares3.51%2025-12-312026-02-17 JBND J P MORGAN EXCHANGE TRADED F41.9K shares177.38%2025-12-312026-02-17 SCHV SCHWAB STRATEGIC TR76.6K shares-0.49%2025-12-312026-02-17 VTV VANGUARD INDEX FDS11.8K shares1.24%2025-12-312026-02-17 SPMO INVESCO EXCH TRADED FD TR II18.8K shares-15.29%2025-12-312026-02-17 JPIE J P MORGAN EXCHANGE TRADED F47.8K shares15.67%2025-12-312026-02-17 KMB KIMBERLY-CLARK CORP21.9K shares-0.24%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS15.4K shares7.54%2025-12-312026-02-17 SHM SPDR SERIES TRUST45.3K shares4.16%2025-12-312026-02-17 FDS FACTSET RESH SYS INC7.5K sharesnew addition2025-12-312026-02-17 GNRC GENERAC HLDGS INC15.7K shares-3.89%2025-12-312026-02-17 SPYD SPDR SERIES TRUST49.6K shares2.48%2025-12-312026-02-17 IWD ISHARES TR10.2K shares47.55%2025-12-312026-02-17 V VISA INC6.1K shares42.68%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN8.2K shares-2.63%2025-12-312026-02-17 IEUR ISHARES TR29.3K shares21.21%2025-12-312026-02-17 OSCV ETF SER SOLUTIONS55.9K shares332.32%2025-12-312026-02-17 CEG CONSTELLATION ENERGY CORP5.8K shares0.02%2025-12-312026-02-17 SLV ISHARES SILVER TR31.7K shares24.45%2025-12-312026-02-17 AAAU GOLDMAN SACHS PHYSICAL GOLD47.1K shares1.06%2025-12-312026-02-17 EFA ISHARES TR20.7K shares25.86%2025-12-312026-02-17 ADME ETF SER SOLUTIONS38.4K shares264.52%2025-12-312026-02-17 SCZ ISHARES TR25.1K shares-2.29%2025-12-312026-02-17 SO SOUTHERN CO22.1K shares4.18%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC4.1K shares14.23%2025-12-312026-02-17 TCAF T ROWE PRICE ETF INC49.6K shares0.02%2025-12-312026-02-17 SHY ISHARES TR22.8K shares-40.57%2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR15.6K shares134.00%2025-12-312026-02-17 MA MASTERCARD INCORPORATED3.3K shares5.44%2025-12-312026-02-17 HDV ISHARES TR15.3K shares2.53%2025-12-312026-02-17 ACM AECOM19.3K sharesnew addition2025-12-312026-02-17 GPIQ GOLDMAN SACHS ETF TR34.4K shares7.54%2025-12-312026-02-17 LCTU BLACKROCK ETF TRUST24.5K shares-3.49%2025-12-312026-02-17 CLX CLOROX CO DEL17.9K shares0.80%2025-12-312026-02-17 VTEB VANGUARD MUN BD FDS35.9K shares1.70%2025-12-312026-02-17 SPYG SPDR SERIES TRUST16.7K shares-0.43%2025-12-312026-02-17 GSUS GOLDMAN SACHS ETF TR18.8K shares-13.16%2025-12-312026-02-17 VMBS VANGUARD SCOTTSDALE FDS36.7K shares-1.14%2025-12-312026-02-17 LOW LOWES COS INC7.1K shares3.49%2025-12-312026-02-17 ABT ABBOTT LABS13.6K shares14.49%2025-12-312026-02-17 SHV ISHARES TR15.4K shares77.28%2025-12-312026-02-17 ORCL ORACLE CORP8.7K shares29.69%2025-12-312026-02-17 EWX SPDR INDEX SHS FDS25.7K shares1.12%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC7.9K shares-2.21%2025-12-312026-02-17 TLT ISHARES TR19.1K shares107.34%2025-12-312026-02-17 IJT ISHARES TR11.7K shares0.91%2025-12-312026-02-17 AMGN AMGEN INC5.0K shares4.81%2025-12-312026-02-17 DIS DISNEY WALT CO14.1K shares8.21%2025-12-312026-02-17 VGT VANGUARD WORLD FD2.1K shares6.36%2025-12-312026-02-17 BIL SPDR SERIES TRUST17.4K shares185.08%2025-12-312026-02-17 XYLD GLOBAL X FDS39.1K shares8.82%2025-12-312026-02-17 HYMB SPDR SERIES TRUST63.3K shares34.81%2025-12-312026-02-17 DVY ISHARES TR11.1K shares-1.52%2025-12-312026-02-17 DEFR ETF SER SOLUTIONS58.3K shares175.11%2025-12-312026-02-17 MS MORGAN STANLEY8.7K shares-3.84%2025-12-312026-02-17 GIGB GOLDMAN SACHS ETF TR33.3K shares-0.91%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC4.6K shares4.44%2025-12-312026-02-17 CME CME GROUP INC5.4K shares-41.92%2025-12-312026-02-17 EXPE EXPEDIA GROUP INC5.2K shares-4.61%2025-12-312026-02-17 PRU PRUDENTIAL FINL INC13.0K shares-0.36%2025-12-312026-02-17 FXU FIRST TR EXCHANGE TRADED FD30.6K shares21.56%2025-12-312026-02-17 SPGI S&P GLOBAL INC2.6K shares5.98%2025-12-312026-02-17 EQWL INVESCO EXCHANGE TRADED FD T11.5K shares-39.74%2025-12-312026-02-17 APH AMPHENOL CORP NEW9.9K shares-1.15%2025-12-312026-02-17 IWM ISHARES TR5.4K shares9.47%2025-12-312026-02-17 DSI ISHARES TR10.2K shares-3.98%2025-12-312026-02-17 FTHI FIRST TR EXCHANGE TRADED FD55.7K shares5.74%2025-12-312026-02-17 BF.B BROWN FORMAN CORP50.5K shares9.12%2025-12-312026-02-17 UPSD ETF SER SOLUTIONS48.3K sharesnew addition2025-12-312026-02-17 CBOE CBOE GLOBAL MKTS INC5.2K shares-4.89%2025-12-312026-02-17 IGV ISHARES TR12.2K sharesnew addition2025-12-312026-02-17 TXN TEXAS INSTRS INC7.2K shares16.74%2025-12-312026-02-17 SPSM SPDR SERIES TRUST26.5K shares25.06%2025-12-312026-02-17 VOOV VANGUARD ADMIRAL FDS INC6.0K shares8.57%2025-12-312026-02-17 VBK VANGUARD INDEX FDS4.0K shares-1.54%2025-12-312026-02-17 VNQI VANGUARD INTL EQUITY INDEX F26.3K shares6.89%2025-12-312026-02-17 IDV ISHARES TR29.8K shares-4.60%2025-12-312026-02-17 HD HOME DEPOT INC3.4K shares-32.99%2025-12-312026-02-17 CAT CATERPILLAR INC2.0K shares42.60%2025-12-312026-02-17 FXO FIRST TR EXCHANGE TRADED FD19.2K shares0.00%2025-12-312026-02-17 VRTX VERTEX PHARMACEUTICALS INC2.5K shares3.97%2025-12-312026-02-17 SHW SHERWIN WILLIAMS CO3.5K shares4.86%2025-12-312026-02-17 DUBS ETF SER SOLUTIONS30.2K sharesnew addition2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE3.6K shares20.32%2025-12-312026-02-17 DHR DANAHER CORPORATION4.9K shares21.60%2025-12-312026-02-17 RSG REPUBLIC SVCS INC5.2K shares-1.79%2025-12-312026-02-17 NEE NEXTERA ENERGY INC13.6K shares5.50%2025-12-312026-02-17 QMAR FIRST TR EXCHNG TRADED FD VI32.7K shares-8.33%2025-12-312026-02-17 ALNY ALNYLAM PHARMACEUTICALS INC2.7K shares0.44%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS14.5K shares20.29%2025-12-312026-02-17 KRYS KRYSTAL BIOTECH INC4.4K shares1.02%2025-12-312026-02-17 KLAC KLA CORP884 shares-0.79%2025-12-312026-02-17 ZETA ZETA GLOBAL HOLDINGS CORP52.7K shares2.45%2025-12-312026-02-17 SPHY SPDR SERIES TRUST44.6K shares67.42%2025-12-312026-02-17 MP MP MATERIALS CORP20.8K shares-0.48%2025-12-312026-02-17 AON PLC AON PLC3.0K shares5.55%2025-12-312026-02-17 FXG FIRST TR EXCHANGE TRADED FD17.2K shares0.00%2025-12-312026-02-17 PM PHILIP MORRIS INTL INC6.5K shares11.04%2025-12-312026-02-17 FMDE FIDELITY COVINGTON TRUST28.7K shares300.85%2025-12-312026-02-17 IWB ISHARES TR2.8K shares13.38%2025-12-312026-02-17 LVHI LEGG MASON ETF INVT28.2K shares-5.67%2025-12-312026-02-17 AMJB JPMORGAN CHASE FINL CO LLC34.4K shares-7.51%2025-12-312026-02-17 RTX RTX CORPORATION5.5K shares24.29%2025-12-312026-02-17 IEF ISHARES TR10.6K shares143.75%2025-12-312026-02-17 OKE ONEOK INC NEW13.8K shares281.53%2025-12-312026-02-17 IJS ISHARES TR8.9K shares-4.44%2025-12-312026-02-17 NOW SERVICENOW INC6.6K shares444.90%2025-12-312026-02-17 HEI HEICO CORP NEW3.1K shares-2.17%2025-12-312026-02-17 PLD PROLOGIS INC.7.8K shares7.51%2025-12-312026-02-17 NFLX NETFLIX INC10.5K shares1061.41%2025-12-312026-02-17 RDVI FIRST TR EXCHANGE-TRADED FD37.6K shares7.35%2025-12-312026-02-17 TRPA HARTFORD FDS EXCHANGE TRADED25.3K shares-68.05%2025-12-312026-02-17 FDIS FIDELITY COVINGTON TRUST9.6K shares-23.70%2025-12-312026-02-17 ONEQ FIDELITY COMWLTH TR10.7K shares-4.60%2025-12-312026-02-17 ARKK ARK ETF TR12.7K shares2.31%2025-12-312026-02-17 SCHQ SCHWAB STRATEGIC TR30.2K shares92.30%2025-12-312026-02-17 PSX PHILLIPS 667.4K shares-6.41%2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR35.4K shares9.77%2025-12-312026-02-17 JUCY ETF SER SOLUTIONS42.6K shares150.07%2025-12-312026-02-17 HPE-PC HEWLETT PACKARD ENTERPRISE C14.1K shares3.39%2025-12-312026-02-17 WWD WOODWARD INC3.1K shares-4.35%2025-12-312026-02-17 AGNC AGNC INVT CORP86.5K sharesnew addition2025-12-312026-02-17 INTU INTUIT1.4K sharesnew addition2025-12-312026-02-17 CEF SPROTT ASSET MANAGEMENT LP19.9K sharesnew addition2025-12-312026-02-17 EMXC ISHARES INC12.5K shares169.38%2025-12-312026-02-17 ADBE ADOBE INC2.6K shares10.48%2025-12-312026-02-17 FBND FIDELITY MERRIMACK STR TR19.4K sharesnew addition2025-12-312026-02-17 KKR-PD KKR & CO INC17.1K sharesnew addition2025-12-312026-02-17 FDVV FIDELITY COVINGTON TRUST15.7K shares-8.92%2025-12-312026-02-17 DIA SPDR DOW JONES INDL AVERAGE1.8K shares0.54%2025-12-312026-02-17 CASY CASEYS GEN STORES INC1.6K shares1.14%2025-12-312026-02-17 SYY SYSCO CORP11.9K shares-2.09%2025-12-312026-02-17 HYGV FLEXSHARES TR21.6K shares12.98%2025-12-312026-02-17 EFG ISHARES TR7.7K shares-43.32%2025-12-312026-02-17 ITOT ISHARES TR5.9K shares29.95%2025-12-312026-02-17 SPG SIMON PPTY GROUP INC NEW4.7K shares-3.74%2025-12-312026-02-17 XONE BONDBLOXX ETF TRUST17.6K shares-4.29%2025-12-312026-02-17 CNA CNA FINL CORP18.2K shares6.67%2025-12-312026-02-17 MGEE MGE ENERGY INC11.0K shares0.59%2025-12-312026-02-17 PDBC INVESCO ACTVELY MNGD ETC FD65.2K shares38.02%2025-12-312026-02-17 BA BOEING CO4.0K shares-7.60%2025-12-312026-02-17 CYBR CYBERARK SOFTWARE LTD1.9K shares-6.22%2025-12-312026-02-17 MET METLIFE INC10.6K shares-2.52%2025-12-312026-02-17 NTRA NATERA INC3.6K shares-12.83%2025-12-312026-02-17 JPST J P MORGAN EXCHANGE TRADED F16.4K shares12.87%2025-12-312026-02-17 CPRT COPART INC21.2K shares20.29%2025-12-312026-02-17 ICSH ISHARES TR16.3K shares2.25%2025-12-312026-02-17 USXF ISHARES TR14.3K shares-1.59%2025-12-312026-02-17 PI IMPINJ INC4.7K shares0.32%2025-12-312026-02-17 QQXT FIRST TR EXCHANGE-TRADED FD8.2K shares6.91%2025-12-312026-02-17 ESGE ISHARES INC18.4K shares19.70%2025-12-312026-02-17 AJG GALLAGHER ARTHUR J & CO3.1K shares-0.48%2025-12-312026-02-17 IEI ISHARES TR6.7K shares-5.03%2025-12-312026-02-17 ORLY OREILLY AUTOMOTIVE INC8.8K shares-3.24%2025-12-312026-02-17 COIN COINBASE GLOBAL INC3.5K shares9.49%2025-12-312026-02-17 SPHQ INVESCO EXCHANGE TRADED FD T10.5K shares6.65%2025-12-312026-02-17 DIVI FRANKLIN TEMPLETON ETF TR20.2K sharesnew addition2025-12-312026-02-17 MMC MARSH & MCLENNAN COS INC4.2K sharesnew addition2025-12-312026-02-17 PIO INVESCO EXCH TRADED FD TR II17.8K shares3.72%2025-12-312026-02-17 JXN JACKSON FINANCIAL INC7.3K shares-18.42%2025-12-312026-02-17 IYH ISHARES TR12.0K shares-7.82%2025-12-312026-02-17 F FORD MTR CO59.0K shares-16.44%2025-12-312026-02-17 SYSB ISHARES TR8.6K sharesnew addition2025-12-312026-02-17 UPS UNITED PARCEL SERVICE INC7.7K shares7.70%2025-12-312026-02-17 GTLS CHART INDS INC3.7K shares0.00%2025-12-312026-02-17 IGIB ISHARES TR14.1K shares100.21%2025-12-312026-02-17 TW TRADEWEB MKTS INC7.0K sharesnew addition2025-12-312026-02-17 PULS PGIM ETF TR15.1K shares-5.96%2025-12-312026-02-17 MOAT VANECK ETF TRUST7.2K shares-3.94%2025-12-312026-02-17 TFLO ISHARES TR14.7K shares14.34%2025-12-312026-02-17 DE DEERE & CO1.6K shares121.90%2025-12-312026-02-17 QCOM QUALCOMM INC4.3K shares7.94%2025-12-312026-02-17 RIVN RIVIAN AUTOMOTIVE INC37.3K shares-1.14%2025-12-312026-02-17 HYDB ISHARES TR15.4K shares-13.05%2025-12-312026-02-17 TIP ISHARES TR6.5K shares18.23%2025-12-312026-02-17 GEV GE VERNOVA INC1.1K shares22.01%2025-12-312026-02-17 FCX FREEPORT-MCMORAN INC14.0K sharesnew addition2025-12-312026-02-17 FXH FIRST TR EXCHANGE TRADED FD6.2K shares0.00%2025-12-312026-02-17 COP CONOCOPHILLIPS7.5K shares8.61%2025-12-312026-02-17 MPC MARATHON PETE CORP4.3K shares8.04%2025-12-312026-02-17 NVS NOVARTIS AG5.0K sharesnew addition2025-12-312026-02-17 BTI BRITISH AMERN TOB PLC12.2K shares-4.41%2025-12-312026-02-17 CAH CARDINAL HEALTH INC3.3K shares6.59%2025-12-312026-02-17 BNDX VANGUARD CHARLOTTE FDS14.0K shares3.44%2025-12-312026-02-17 VIXM PROSHARES TR II43.7K sharesnew addition2025-12-312026-02-17 BMY BRISTOL-MYERS SQUIBB CO12.3K shares101.81%2025-12-312026-02-17 IMCG ISHARES TR8.2K shares-41.46%2025-12-312026-02-17 ITB ISHARES TR6.8K shares43.02%2025-12-312026-02-17 EWJ ISHARES INC8.1K sharesnew addition2025-12-312026-02-17 NKE NIKE INC10.2K shares15.11%2025-12-312026-02-17 RING ISHARES INC8.8K shares26.20%2025-12-312026-02-17 TTEK TETRA TECH INC NEW19.1K sharesnew addition2025-12-312026-02-17 IXUS ISHARES TR7.5K shares74.19%2025-12-312026-02-17 GCOR GOLDMAN SACHS ETF TR15.1K shares-2.47%2025-12-312026-02-17 AMAT APPLIED MATLS INC2.4K sharesnew addition2025-12-312026-02-17 CGGR CAPITAL GROUP GROWTH ETF13.9K shares35.62%2025-12-312026-02-17 VEEV VEEVA SYS INC2.8K shares1.47%2025-12-312026-02-17 NOBL PROSHARES TR5.9K shares-0.39%2025-12-312026-02-17 FIW FIRST TR EXCHANGE-TRADED FD5.6K shares-8.05%2025-12-312026-02-17 CIBR FIRST TR EXCHANGE TRADED FD8.6K sharesnew addition2025-12-312026-02-17 VV VANGUARD INDEX FDS1.9K shares-0.72%2025-12-312026-02-17 FEX FIRST TR EXCHANGE-TRADED ALP5.1K shares0.04%2025-12-312026-02-17 BFC BANK FIRST CORP5.0K shares0.00%2025-12-312026-02-17 NFG NATIONAL FUEL GAS CO7.5K sharesnew addition2025-12-312026-02-17 CGCV CAPITAL GROUP CONSERVATIVE E19.5K shares7.85%2025-12-312026-02-17 VGK VANGUARD INTL EQUITY INDEX F7.1K shares13.28%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR24.7K shares14.65%2025-12-312026-02-17 JVAL J P MORGAN EXCHANGE TRADED F12.1K shares2.65%2025-12-312026-02-17 UNILEVER PLC UNILEVER PLC9.0K sharesnew addition2025-12-312026-02-17 ICLO INVESCO ACTIVELY MANAGED EXC22.9K shares-19.69%2025-12-312026-02-17 AIRR FIRST TR EXCHANGE TRADED FD6.0K shares-49.37%2025-12-312026-02-17 SNY SANOFI SA12.1K sharesnew addition2025-12-312026-02-17 CB CHUBB LIMITED1.9K shares33.31%2025-12-312026-02-17 EMLP FIRST TR EXCHANGE-TRADED FD15.2K shares0.00%2025-12-312026-02-17 SPIB SPDR SERIES TRUST16.9K sharesnew addition2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC7.0K shares28.74%2025-12-312026-02-17 IQDF FLEXSHARES TR18.6K shares7.95%2025-12-312026-02-17 EVUS ISHARES TR17.6K shares55.48%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC636 shares15.85%2025-12-312026-02-17 ISPY PROSHARES TR12.1K sharesnew addition2025-12-312026-02-17 MAGS LISTED FDS TR8.4K shares6.40%2025-12-312026-02-17 TYL TYLER TECHNOLOGIES INC1.2K shares1.76%2025-12-312026-02-17 BSCQ INVESCO EXCH TRD SLF IDX FD28.2K shares-2.83%2025-12-312026-02-17 SBUX STARBUCKS CORP6.5K shares-2.07%2025-12-312026-02-17 FXL FIRST TR EXCHANGE TRADED FD3.3K shares-14.41%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO1.5K shares4.04%2025-12-312026-02-17 HON HONEYWELL INTL INC2.8K sharesnew addition2025-12-312026-02-17 SOXX ISHARES TR1.8K shares37.57%2025-12-312026-02-17 CGBL CAPITAL GROUP CORE BALANCED15.2K shares62.51%2025-12-312026-02-17 SPYV SPDR SERIES TRUST9.4K shares23.46%2025-12-312026-02-17 ICVT ISHARES TR5.4K shares48.85%2025-12-312026-02-17 HYGH ISHARES U S ETF TR6.1K shares12.73%2025-12-312026-02-17 STLD STEEL DYNAMICS INC3.1K shares-2.74%2025-12-312026-02-17 HUBS HUBSPOT INC1.3K shares9.30%2025-12-312026-02-17 IYR ISHARES TR5.6K shares-1.29%2025-12-312026-02-17 FDL FIRST TR EXCHANGE-TRADED FD11.7K shares4.80%2025-12-312026-02-17 VRSK VERISK ANALYTICS INC2.3K shares7.07%2025-12-312026-02-17 PANW PALO ALTO NETWORKS INC2.8K shares-6.17%2025-12-312026-02-17 MMM 3M CO3.2K shares6.66%2025-12-312026-02-17 WFC WELLS FARGO CO NEW5.5K shares32.51%2025-12-312026-02-17 MBWM MERCANTILE BK CORP10.6K shares-21.78%2025-12-312026-02-17 USIG ISHARES TR9.7K shares86.72%2025-12-312026-02-17 SUSC ISHARES TR21.5K shares-1.82%2025-12-312026-02-17 ACVF ETF OPPORTUNITIES TRUST10.1K sharesnew addition2025-12-312026-02-17 GSST GOLDMAN SACHS ETF TR9.8K shares-1.05%2025-12-312026-02-17 XMHQ INVESCO EXCHANGE TRADED FD T4.8K shares24.73%2025-12-312026-02-17 FNDX SCHWAB STRATEGIC TR18.1K shares4.76%2025-12-312026-02-17 AOA ISHARES TR5.5K shares-5.51%2025-12-312026-02-17 IBTG ISHARES TR21.3K shares-4.24%2025-12-312026-02-17 TDTF FLEXSHARES TR20.3K sharesnew addition2025-12-312026-02-17 SPHD INVESCO EXCH TRADED FD TR II10.1K sharesnew addition2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC2.7K shares-11.38%2025-12-312026-02-17 AIQ GLOBAL X FDS9.3K shares-1.52%2025-12-312026-02-17 QTUM ETF SER SOLUTIONS4.3K sharesnew addition2025-12-312026-02-17 GLW CORNING INC5.3K sharesnew addition2025-12-312026-02-17 O REALTY INCOME CORP8.3K shares3.88%2025-12-312026-02-17 FELG FIDELITY COVINGTON TRUST11.2K shares0.08%2025-12-312026-02-17 CVS CVS HEALTH CORP5.9K shares-3.31%2025-12-312026-02-17 WPM WHEATON PRECIOUS METALS CORP3.9K sharesnew addition2025-12-312026-02-17 MUNI PIMCO ETF TR8.7K sharesnew addition2025-12-312026-02-17 NUE NUCOR CORP2.8K shares0.11%2025-12-312026-02-17 MINT PIMCO ETF TR4.5K shares-5.49%2025-12-312026-02-17 FNDF SCHWAB STRATEGIC TR9.9K shares3.47%2025-12-312026-02-17 TAK TAKEDA PHARMACEUTICAL CO LTD28.7K sharesnew addition2025-12-312026-02-17 EOT EATON VANCE NATL MUN OPPORT26.4K shares3.95%2025-12-312026-02-17 FELC FIDELITY COVINGTON TRUST11.7K shares0.17%2025-12-312026-02-17 BP BP PLC12.7K sharesnew addition2025-12-312026-02-17 IETC ISHARES U S ETF TR4.3K shares0.07%2025-12-312026-02-17 SNA SNAP ON INC1.3K shares0.16%2025-12-312026-02-17 KBWD INVESCO EXCH TRADED FD TR II31.5K sharesnew addition2025-12-312026-02-17 FDX FEDEX CORP1.5K shares0.54%2025-12-312026-02-17 MDU MDU RES GROUP INC21.8K sharesnew addition2025-12-312026-02-17 IWP ISHARES TR3.1K shares2.41%2025-12-312026-02-17 DFAC DIMENSIONAL ETF TRUST10.6K shares0.00%2025-12-312026-02-17 VOOG VANGUARD ADMIRAL FDS INC928 shares-0.22%2025-12-312026-02-17 ESGD ISHARES TR4.3K shares-12.17%2025-12-312026-02-17 MOS MOSAIC CO NEW16.9K sharesnew addition2025-12-312026-02-17 COF CAPITAL ONE FINL CORP1.7K shares-7.77%2025-12-312026-02-17 DGRO ISHARES TR5.8K shares-44.91%2025-12-312026-02-17 AOR ISHARES TR6.2K sharesnew addition2025-12-312026-02-17 ACWI ISHARES TR2.8K shares1.50%2025-12-312026-02-17 FITB FIFTH THIRD BANCORP8.4K shares-18.32%2025-12-312026-02-17 RSPF INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2025-12-312026-02-17 UTHR UNITED THERAPEUTICS CORP DEL795 sharesnew addition2025-12-312026-02-17 RPV INVESCO EXCHANGE TRADED FD T3.7K shares-18.10%2025-12-312026-02-17 PSMT PRICESMART INC3.1K sharesnew addition2025-12-312026-02-17 IYF ISHARES TR2.9K shares0.00%2025-12-312026-02-17 FESM FIDELITY COVINGTON TRUST10.0K sharesnew addition2025-12-312026-02-17 EMQQ EXCHANGE TRADED CONCEPTS TRU9.2K shares-3.31%2025-12-312026-02-17 SIVR ABRDN SILVER ETF TRUST5.5K sharesnew addition2025-12-312026-02-17 IDOG ALPS ETF TR9.6K shares0.00%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS4.6K shares-18.19%2025-12-312026-02-17 DVYE ISHARES INC11.8K shares8.61%2025-12-312026-02-17 JCPB J P MORGAN EXCHANGE TRADED F7.7K sharesnew addition2025-12-312026-02-17 WDAY WORKDAY INC1.7K sharesnew addition2025-12-312026-02-17 FENI FIDELITY COVINGTON TRUST9.9K shares0.71%2025-12-312026-02-17 FFLC FIDELITY COVINGTON TRUST6.7K shares-72.12%2025-12-312026-02-17 SDY SPDR SERIES TRUST2.6K shares-13.18%2025-12-312026-02-17 GSK PLC GSK PLC7.3K shares-0.57%2025-12-312026-02-17 NLR VANECK ETF TRUST2.9K shares-37.98%2025-12-312026-02-17 CLF CLEVELAND-CLIFFS INC NEW26.4K shares9.28%2025-12-312026-02-17 FLBL FRANKLIN TEMPLETON ETF TR14.9K shares15.02%2025-12-312026-02-17 CALM CAL MAINE FOODS INC4.4K shares-6.72%2025-12-312026-02-17 PKW INVESCO EXCHANGE TRADED FD T2.6K shares-17.15%2025-12-312026-02-17 PPLT ABRDN PLATINUM ETF TRUST1.8K sharesnew addition2025-12-312026-02-17 VRT VERTIV HOLDINGS CO2.1K shares1.70%2025-12-312026-02-17 PPA INVESCO EXCHANGE TRADED FD T2.2K sharesnew addition2025-12-312026-02-17 GIS GENERAL MLS INC7.2K shares31.48%2025-12-312026-02-17 TIDAL TRUST II TIDAL TRUST II8.9K sharesnew addition2025-12-312026-02-17 TPLC TIMOTHY PLAN7.3K sharesnew addition2025-12-312026-02-17 OGE OGE ENERGY CORP7.6K sharesnew addition2025-12-312026-02-17 CGDV CAPITAL GROUP DIVIDEND VALUE7.4K sharesnew addition2025-12-312026-02-17 BKLN INVESCO EXCH TRADED FD TR II15.3K sharesnew addition2025-12-312026-02-17 CLSE TRUST FOR PROFESSIONAL MANAG11.7K shares4.80%2025-12-312026-02-17 GYLD ARROW ETF TR23.7K sharesnew addition2025-12-312026-02-17 PWR QUANTA SVCS INC753 sharesnew addition2025-12-312026-02-17 FIXD FIRST TR EXCHNG TRADED FD VI7.2K shares0.39%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available