The Analysis of Ritter Daniher Financial Advisory LLC / DE's Holdings


Currently, Ritter Daniher Financial Advisory LLC / DE holds 595 types of securities in its portfolio with a total value $596.2M. In the most recent quarter, they have increased their positions in PYLD (+413.6K shares, valued at $11.0M), VNLA (+124.9K shares, valued at $6.1M), DDEC (+88.8K shares, valued at $4.0M); decreased their positions in DMAR (-86.6K shares, valued at $3.6M), JEPI (-52.4K shares, valued at $3.0M), IVV (-2.2K shares, valued at $1.5M); initiated new positions in DOCT (+51.8K shares, valued at $2.3M), N/A (+6.1K shares, valued at $400.0K), SLV (+4.1K shares, valued at $261.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR142.0K shares-1.54%2025-12-312026-02-10history
PYLD PIMCO ETF TR1.7M shares33.25%2025-12-312026-02-10history
DGRO ISHARES TR630.0K shares0.18%2025-12-312026-02-10history
IEFA ISHARES TR380.8K shares-0.28%2025-12-312026-02-10history
AVEM AMERICAN CENTY ETF TR408.5K shares-2.65%2025-12-312026-02-10history
IJH ISHARES TR425.6K shares-1.00%2025-12-312026-02-10history
VNLA JANUS DETROIT STR TR477.6K shares35.39%2025-12-312026-02-10history
IJR ISHARES TR157.7K shares-0.58%2025-12-312026-02-10history
Sponsored
QGRW WISDOMTREE TR309.7K shares-2.00%2025-12-312026-02-10history
VANGUARD INDEX FDS VANGUARD INDEX FDS19.8K shares-0.35%2025-12-312026-02-10history
PG PROCTER AND GAMBLE CO76.8K shares-3.82%2025-12-312026-02-10history
DFIS DIMENSIONAL ETF TRUST308.2K shares0.34%2025-12-312026-02-10history
AAPL APPLE INC36.1K shares-0.98%2025-12-312026-02-10history
LCNB LCNB CORP545.2K shares0.00%2025-12-312026-02-10history
INVESCO QQQ TR INVESCO QQQ TR12.2K shares1.66%2025-12-312026-02-10history
RDVY FIRST TR EXCHANGE TRADED FD104.9K shares3.03%2025-12-312026-02-10history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F119.9K shares-30.39%2025-12-312026-02-10history
QQQM INVESCO EXCH TRADED FD TR II26.6K shares-0.34%2025-12-312026-02-10history
JPM JPMORGAN CHASE & CO.20.4K shares-3.24%2025-12-312026-02-10history
ALPHABET INC ALPHABET INC18.9K shares-6.01%2025-12-312026-02-10history
DJUL FIRST TR EXCHNG TRADED FD VI120.1K shares-5.64%2025-12-312026-02-10history
MSFT MICROSOFT CORP10.7K shares-1.39%2025-12-312026-02-10history
AMZN AMAZON COM INC22.2K shares-0.13%2025-12-312026-02-10history
VYM VANGUARD WHITEHALL FDS33.1K shares-0.09%2025-12-312026-02-10history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS21.0K shares-0.89%2025-12-312026-02-10history
VTV VANGUARD INDEX FDS23.3K shares-2.88%2025-12-312026-02-10history
DDEC FIRST TR EXCHNG TRADED FD VI93.9K shares1740.86%2025-12-312026-02-10history
CTAS CINTAS CORP22.3K shares-1.15%2025-12-312026-02-10history
SPYG SPDR SERIES TRUST31.1K shares-0.84%2025-12-312026-02-10history
VUG VANGUARD INDEX FDS5.3K shares-1.33%2025-12-312026-02-10history
DJUN FIRST TR EXCHNG TRADED FD VI52.1K shares-30.21%2025-12-312026-02-10history
DAUG FIRST TR EXCHNG TRADED FD VI53.4K shares-0.60%2025-12-312026-02-10history
Sponsored
FPE FIRST TR EXCH TRADED FD III126.3K shares1.47%2025-12-312026-02-10history
DOCT FIRST TR EXCHNG TRADED FD VI51.8K sharesnew addition2025-12-312026-02-10history
META META PLATFORMS INC3.4K shares-3.13%2025-12-312026-02-10history
TGRW T ROWE PRICE ETF INC47.8K shares-4.70%2025-12-312026-02-10history
VTEB VANGUARD MUN BD FDS43.6K shares27.62%2025-12-312026-02-10history
ALPHABET INC ALPHABET INC6.7K shares-0.49%2025-12-312026-02-10history
IJJ ISHARES TR13.5K shares9.84%2025-12-312026-02-10history
IJK ISHARES TR17.9K shares0.49%2025-12-312026-02-10history
Sponsored
JAVA J P MORGAN EXCHANGE TRADED F24.0K shares0.00%2025-12-312026-02-10history
IWP ISHARES TR12.3K shares11.05%2025-12-312026-02-10history
BKNG BOOKING HOLDINGS INC306 shares-0.97%2025-12-312026-02-10history
SPGP INVESCO EXCHANGE TRADED FD T14.2K shares-19.44%2025-12-312026-02-10history
SCHW SCHWAB CHARLES CORP15.5K shares-2.55%2025-12-312026-02-10history
TSLA TESLA INC3.4K shares0.00%2025-12-312026-02-10history
AVIV AMERICAN CENTY ETF TR21.6K shares1.38%2025-12-312026-02-10history
IJT ISHARES TR10.7K shares11.46%2025-12-312026-02-10history
Sponsored
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-10history
V VISA INC4.2K shares-2.61%2025-12-312026-02-10history
WFC WELLS FARGO CO NEW15.2K shares0.21%2025-12-312026-02-10history
SDVY FIRST TR EXCHANGE-TRADED FD36.7K shares-9.12%2025-12-312026-02-10history
DMAY FIRST TR EXCHNG TRADED FD VI28.7K shares-5.16%2025-12-312026-02-10history
IVW ISHARES TR10.4K shares0.00%2025-12-312026-02-10history
SCHX SCHWAB STRATEGIC TR47.3K shares9.09%2025-12-312026-02-10history
IVOO VANGUARD ADMIRAL FDS INC11.3K shares4.38%2025-12-312026-02-10history
Sponsored
VIOO VANGUARD ADMIRAL FDS INC11.4K shares4.17%2025-12-312026-02-10history
EFG ISHARES TR11.0K shares4.86%2025-12-312026-02-10history
TSM TAIWAN SEMICONDUCTOR MFG LTD4.1K shares-4.56%2025-12-312026-02-10history
LLY ELI LILLY & CO1.1K shares0.00%2025-12-312026-02-10history
XOM EXXON MOBIL CORP9.9K shares0.52%2025-12-312026-02-10history
VOE VANGUARD INDEX FDS6.6K shares0.41%2025-12-312026-02-10history
COST COSTCO WHSL CORP NEW1.3K shares1.63%2025-12-312026-02-10history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.9K shares-1.54%2025-12-312026-02-10history
Sponsored
MA MASTERCARD INCORPORATED1.9K shares-8.12%2025-12-312026-02-10history
EFA ISHARES TR11.4K shares4.97%2025-12-312026-02-10history
NEE NEXTERA ENERGY INC13.2K shares5.18%2025-12-312026-02-10history
VBR VANGUARD INDEX FDS4.9K shares493600.00%2025-12-312026-02-10history
ELV ELEVANCE HEALTH INC FORMERLY2.9K shares-9.13%2025-12-312026-02-10history
FPEI FIRST TR EXCH TRADED FD III52.2K shares7.28%2025-12-312026-02-10history
IWR ISHARES TR10.5K shares-1.13%2025-12-312026-02-10history
IJS ISHARES TR8.3K shares-0.41%2025-12-312026-02-10history
Sponsored
COWZ PACER FDS TR15.4K shares-22.02%2025-12-312026-02-10history
IQV IQVIA HLDGS INC4.1K shares-4.64%2025-12-312026-02-10history
MOAT VANECK ETF TRUST8.7K shares-10.94%2025-12-312026-02-10history
GLD SPDR GOLD TR2.3K shares3.44%2025-12-312026-02-10history
AMAT APPLIED MATLS INC3.3K shares-4.02%2025-12-312026-02-10history
JMST J P MORGAN EXCHANGE TRADED F16.5K shares45.47%2025-12-312026-02-10history
VEA VANGUARD TAX-MANAGED FDS13.0K shares3.95%2025-12-312026-02-10history
SPYV SPDR SERIES TRUST13.8K shares-5.41%2025-12-312026-02-10history
Sponsored
NSC NORFOLK SOUTHN CORP2.7K shares0.26%2025-12-312026-02-10history
IWM ISHARES TR3.1K shares0.00%2025-12-312026-02-10history
SPY SPDR S&P 500 ETF TR1.1K shares3.45%2025-12-312026-02-10history
NVDA NVIDIA CORPORATION4.0K shares16.50%2025-12-312026-02-10history
VB VANGUARD INDEX FDS2.9K shares247.17%2025-12-312026-02-10history
DFEB FIRST TR EXCHNG TRADED FD VI15.0K shares-67.31%2025-12-312026-02-10history
PM PHILIP MORRIS INTL INC4.3K shares-0.91%2025-12-312026-02-10history
DIS DISNEY WALT CO5.9K shares-12.87%2025-12-312026-02-10history
Sponsored
RCL ROYAL CARIBBEAN GROUP2.4K shares11.89%2025-12-312026-02-10history
RTX RTX CORPORATION3.6K shares-0.88%2025-12-312026-02-10history
EFV ISHARES TR9.0K shares0.00%2025-12-312026-02-10history
BROADCOM INC BROADCOM INC1.8K shares-4.03%2025-12-312026-02-10history
CENCORA INC CENCORA INC1.7K shares-4.25%2025-12-312026-02-10history
OUNZ VANECK MERK GOLD ETF13.6K shares0.00%2025-12-312026-02-10history
LECO LINCOLN ELEC HLDGS INC2.3K shares0.00%2025-12-312026-02-10history
CVX CHEVRON CORP NEW3.4K shares1.72%2025-12-312026-02-10history
Sponsored
IVE ISHARES TR2.4K shares0.00%2025-12-312026-02-10history
BK BANK NEW YORK MELLON CORP4.4K shares1.31%2025-12-312026-02-10history
BAC BANK AMERICA CORP8.8K shares0.98%2025-12-312026-02-10history
QCOM QUALCOMM INC2.7K shares-1.90%2025-12-312026-02-10history
IWD ISHARES TR2.2K shares3.68%2025-12-312026-02-10history
DVY ISHARES TR3.3K shares0.58%2025-12-312026-02-10history
FITB FIFTH THIRD BANCORP9.8K shares0.00%2025-12-312026-02-10history
ORCL ORACLE CORP2.3K shares0.13%2025-12-312026-02-10history
Sponsored
ADI ANALOG DEVICES INC1.7K shares0.36%2025-12-312026-02-10history
NVS NOVARTIS AG3.3K shares0.00%2025-12-312026-02-10history
IWS ISHARES TR3.1K shares102.80%2025-12-312026-02-10history
VTI VANGUARD INDEX FDS1.3K shares-6.57%2025-12-312026-02-10history
APD AIR PRODS & CHEMS INC1.7K shares-6.76%2025-12-312026-02-10history
UNH UNITEDHEALTH GROUP INC1.2K shares-15.68%2025-12-312026-02-10history
UNILEVER PLC UNILEVER PLC6.1K sharesnew addition2025-12-312026-02-10history
RWL INVESCO EXCH TRADED FD TR II3.4K shares25.47%2025-12-312026-02-10history
Sponsored
SCHG SCHWAB STRATEGIC TR11.8K shares33.67%2025-12-312026-02-10history
COP CONOCOPHILLIPS4.1K shares-5.93%2025-12-312026-02-10history
ITOT ISHARES TR2.5K shares3.87%2025-12-312026-02-10history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares29.29%2025-12-312026-02-10history
KO COCA COLA CO5.2K shares11.70%2025-12-312026-02-10history
VEEV VEEVA SYS INC1.6K shares-3.55%2025-12-312026-02-10history
CRM SALESFORCE INC1.4K shares-2.50%2025-12-312026-02-10history
BMY BRISTOL-MYERS SQUIBB CO6.6K shares8.25%2025-12-312026-02-10history
Sponsored
MCK MCKESSON CORP428 shares-20.15%2025-12-312026-02-10history
BTT BLACKROCK MUN TARGET TERM TR15.2K shares0.82%2025-12-312026-02-10history
IBM INTERNATIONAL BUSINESS MACHS1.2K shares7.86%2025-12-312026-02-10history
PFE PFIZER INC13.7K shares0.03%2025-12-312026-02-10history
WMT WALMART INC3.0K shares34.45%2025-12-312026-02-10history
PPA INVESCO EXCHANGE TRADED FD T2.1K shares-4.48%2025-12-312026-02-10history
DSEP FIRST TR EXCHNG TRADED FD VI7.4K shares-1.00%2025-12-312026-02-10history
DNOV FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2025-12-312026-02-10history
Sponsored
JNJ JOHNSON & JOHNSON1.6K shares47.58%2025-12-312026-02-10history
DSI ISHARES TR2.5K shares0.00%2025-12-312026-02-10history
PEP PEPSICO INC2.2K shares29.79%2025-12-312026-02-10history
LOW LOWES COS INC1.3K shares0.31%2025-12-312026-02-10history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP931 shares-0.21%2025-12-312026-02-10history
MCD MCDONALDS CORP1.0K shares0.00%2025-12-312026-02-10history
PHO INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-12-312026-02-10history
PWR QUANTA SVCS INC702 shares4.46%2025-12-312026-02-10history
Sponsored
KR KROGER CO4.7K shares6.84%2025-12-312026-02-10history
ABBV ABBVIE INC1.3K shares52.85%2025-12-312026-02-10history
HD HOME DEPOT INC830 shares20.46%2025-12-312026-02-10history
CHKP CHECK POINT SOFTWARE TECH LT1.5K shares-2.29%2025-12-312026-02-10history
ADBE ADOBE INC777 shares-3.36%2025-12-312026-02-10history
GE AEROSPACE GE AEROSPACE858 shares156.12%2025-12-312026-02-10history
JHMM JOHN HANCOCK EXCHANGE TRADED4.0K shares-4.72%2025-12-312026-02-10history
CSCO CISCO SYS INC3.4K shares240.00%2025-12-312026-02-10history
Sponsored
SLV ISHARES SILVER TR4.1K sharesnew addition2025-12-312026-02-10history
ECL ECOLAB INC994 shares-3.59%2025-12-312026-02-10history
MEDTRONIC PLC MEDTRONIC PLC2.7K shares-4.91%2025-12-312026-02-10history
IWF ISHARES TR535 shares0.00%2025-12-312026-02-10history
OEF ISHARES TR727 shares0.00%2025-12-312026-02-10history
VTES VANGUARD WELLINGTON FD2.5K shares0.00%2025-12-312026-02-10history
RDVI FIRST TR EXCHANGE-TRADED FD9.2K shares-4.30%2025-12-312026-02-10history
XLV SELECT SECTOR SPDR TR1.5K shares1313.76%2025-12-312026-02-10history
Sponsored
EBAY EBAY INC.2.7K shares1.05%2025-12-312026-02-10history
ISRG INTUITIVE SURGICAL INC403 shares-16.74%2025-12-312026-02-10history
BA BOEING CO1.0K shares0.00%2025-12-312026-02-10history
ISCG ISHARES TR4.0K shares0.00%2025-12-312026-02-10history
FSLR FIRST SOLAR INC845 sharesnew addition2025-12-312026-02-10history
SNY SANOFI SA4.4K sharesnew addition2025-12-312026-02-10history
VHT VANGUARD WORLD FD736 shares-5.40%2025-12-312026-02-10history
CMCSA COMCAST CORP NEW6.9K shares530.51%2025-12-312026-02-10history
Sponsored
DEO DIAGEO PLC2.4K shares-10.34%2025-12-312026-02-10history
SCHF SCHWAB STRATEGIC TR8.5K shares42.36%2025-12-312026-02-10history
IWB ISHARES TR547 shares0.00%2025-12-312026-02-10history
ACWI ISHARES TR1.4K shares0.00%2025-12-312026-02-10history
PFFD GLOBAL X FDS10.4K shares-68.25%2025-12-312026-02-10history
AXP AMERICAN EXPRESS CO531 shares84.38%2025-12-312026-02-10history
USB US BANCORP DEL3.7K shares0.00%2025-12-312026-02-10history
SPYM SPDR SERIES TRUST2.4K shares36.66%2025-12-312026-02-10history
Sponsored
EEM ISHARES TR3.5K shares0.00%2025-12-312026-02-10history
BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD12.6K sharesnew addition2025-12-312026-02-10history
CRDO CREDO TECHNOLOGY GROUP HOLDI1.3K shares0.00%2025-12-312026-02-10history
MAS MASCO CORP2.9K shares-8.94%2025-12-312026-02-10history
ABNB AIRBNB INC1.4K sharesnew addition2025-12-312026-02-10history
UBER UBER TECHNOLOGIES INC2.2K shares0.00%2025-12-312026-02-10history
QQQE DIREXION SHS ETF TR1.8K sharesnew addition2025-12-312026-02-10history
NPFD NUVEEN VRIABL RAT PFD & INM9.3K sharesnew addition2025-12-312026-02-10history
Sponsored
VBK VANGUARD INDEX FDS584 sharesnew addition2025-12-312026-02-10history
PSCT INVESCO EXCH TRADED FD TR II3.1K sharesnew addition2025-12-312026-02-10history
NFLX NETFLIX INC1.9K shares905.38%2025-12-312026-02-10history
DES WISDOMTREE TR5.2K shares-18.18%2025-12-312026-02-10history
AVDV AMERICAN CENTY ETF TR1.8K shares0.00%2025-12-312026-02-10history
IWV ISHARES TR435 shares0.00%2025-12-312026-02-10history
VTIP VANGUARD MALVERN FDS3.4K shares0.00%2025-12-312026-02-10history
VEU VANGUARD INTL EQUITY INDEX F2.2K shares0.00%2025-12-312026-02-10history
Sponsored
BHM BLUEROCK HOMES TRUST INC14.0K sharesnew addition2025-12-312026-02-10history
NOBL PROSHARES TR1.4K sharesnew addition2025-12-312026-02-10history
INTC INTEL CORP4.0K shares49.17%2025-12-312026-02-10history
UNP UNION PAC CORP626 shares757.53%2025-12-312026-02-10history
BDX BECTON DICKINSON & CO741 sharesnew addition2025-12-312026-02-10history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares16.42%2025-12-312026-02-10history
SCHM SCHWAB STRATEGIC TR4.6K shares0.00%2025-12-312026-02-10history
TCAF T ROWE PRICE ETF INC3.6K sharesnew addition2025-12-312026-02-10history
Sponsored
MERCK & CO INC MERCK & CO INC1.3K shares12.30%2025-12-312026-02-10history
PIO INVESCO EXCH TRADED FD TR II3.0K sharesnew addition2025-12-312026-02-10history
PLTR PALANTIR TECHNOLOGIES INC736 shares0.00%2025-12-312026-02-10history
GRID FIRST TR EXCHANGE TRADED FD846 sharesnew addition2025-12-312026-02-10history
AGG ISHARES TR1.3K shares0.00%2025-12-312026-02-10history
VRTX VERTEX PHARMACEUTICALS INC282 shares0.00%2025-12-312026-02-10history
SO SOUTHERN CO1.4K shares0.00%2025-12-312026-02-10history
OMC OMNICOM GROUP INC1.6K shares1662.50%2025-12-312026-02-10history
Sponsored
GEV GE VERNOVA INC190 shares352.38%2025-12-312026-02-10history
SCHA SCHWAB STRATEGIC TR4.3K shares50.85%2025-12-312026-02-10history
MMM 3M CO761 shares111.39%2025-12-312026-02-10history
BSV VANGUARD BD INDEX FDS1.5K shares0.00%2025-12-312026-02-10history
YLDE LEGG MASON ETF INVT2.2K shares0.00%2025-12-312026-02-10history
BIV VANGUARD BD INDEX FDS1.5K shares0.00%2025-12-312026-02-10history
BP BP PLC3.3K shares-23.03%2025-12-312026-02-10history
GNOV FIRST TR EXCHNG TRADED FD VI2.9K sharesnew addition2025-12-312026-02-10history
Sponsored
VV VANGUARD INDEX FDS367 shares0.00%2025-12-312026-02-10history
AEP AMERICAN ELEC PWR CO INC998 shares144.61%2025-12-312026-02-10history
T AT&T INC4.6K shares448.28%2025-12-312026-02-10history
MPLX MPLX LP2.1K sharesnew addition2025-12-312026-02-10history
PMBS PIMCO ETF TR2.3K sharesnew addition2025-12-312026-02-10history
FELC FIDELITY COVINGTON TRUST2.8K shares0.00%2025-12-312026-02-10history
ABT ABBOTT LABS866 shares90.33%2025-12-312026-02-10history
PDEC INNOVATOR ETFS TRUST2.5K sharesnew addition2025-12-312026-02-10history
Sponsored
TGT TARGET CORP1.1K shares193.87%2025-12-312026-02-10history
PHYS SPROTT ASSET MANAGEMENT LP3.2K shares0.00%2025-12-312026-02-10history
ADP AUTOMATIC DATA PROCESSING IN401 shares49.63%2025-12-312026-02-10history
CDEI MORGAN STANLEY ETF TRUST1.2K shares0.00%2025-12-312026-02-10history
URI UNITED RENTALS INC125 shares0.00%2025-12-312026-02-10history
GAPR FIRST TR EXCHNG TRADED FD VI2.5K sharesnew addition2025-12-312026-02-10history
ORLY OREILLY AUTOMOTIVE INC1.1K shares0.00%2025-12-312026-02-10history
VFH VANGUARD WORLD FD705 sharesnew addition2025-12-312026-02-10history
Sponsored
CAVA CAVA GROUP INC1.6K shares3.33%2025-12-312026-02-10history
HBAN HUNTINGTON BANCSHARES INC5.2K shares0.00%2025-12-312026-02-10history
PNC PNC FINL SVCS GROUP INC428 shares8.35%2025-12-312026-02-10history
SOLV SOLVENTUM CORP1.1K shares1425.00%2025-12-312026-02-10history
WDC WESTERN DIGITAL CORP500 shares0.00%2025-12-312026-02-10history
SCHR SCHWAB STRATEGIC TR3.4K sharesnew addition2025-12-312026-02-10history
VO VANGUARD INDEX FDS282 shares0.00%2025-12-312026-02-10history
TMO THERMO FISHER SCIENTIFIC INC140 shares0.00%2025-12-312026-02-10history
Sponsored
DFAX DIMENSIONAL ETF TRUST2.5K shares0.00%2025-12-312026-02-10history
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VDE VANGUARD WORLD FD601 sharesnew addition2025-12-312026-02-10history
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ASML ASML HOLDING N V70 shares125.81%2025-12-312026-02-10history
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DOC HEALTHPEAK PROPERTIES INC4.2K shares1073.46%2025-12-312026-02-10history
PSA PUBLIC STORAGE OPER CO257 shares786.21%2025-12-312026-02-10history
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REMX VANECK ETF TRUST895 sharesnew addition2025-12-312026-02-10history
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PRU PRUDENTIAL FINL INC559 shares83.88%2025-12-312026-02-10history
VXUS VANGUARD STAR FDS800 shares0.00%2025-12-312026-02-10history
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CARR CARRIER GLOBAL CORPORATION1.1K shares194.21%2025-12-312026-02-10history
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KNG FIRST TR EXCHANGE-TRADED FD1.1K sharesnew addition2025-12-312026-02-10history
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RDDT REDDIT INC200 sharesnew addition2025-12-312026-02-10history
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NVO NOVO-NORDISK A S895 shares310.55%2025-12-312026-02-10history
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THNQ EXCHANGE TRADED CONCEPTS TRU631 sharesnew addition2025-12-312026-02-10history
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AA ALCOA CORP733 shares0.00%2025-12-312026-02-10history
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PSCH INVESCO EXCH TRADED FD TR II881 sharesnew addition2025-12-312026-02-10history
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IVOG VANGUARD ADMIRAL FDS INC300 shares0.00%2025-12-312026-02-10history
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ORI OLD REP INTL CORP750 shares0.00%2025-12-312026-02-10history
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APOG APOGEE ENTERPRISES INC924 sharesnew addition2025-12-312026-02-10history
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WTRG ESSENTIAL UTILS INC827 shares1134.33%2025-12-312026-02-10history
ILCG ISHARES TR300 sharesnew addition2025-12-312026-02-10history
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UNITI GROUP LLC UNITI GROUP LLC4.0K sharesnew addition2025-12-312026-02-10history
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NVT NVENT ELECTRIC PLC274 sharesnew addition2025-12-312026-02-10history
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IGSB ISHARES TR500 shares0.00%2025-12-312026-02-10history
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JOBY JOBY AVIATION INC1.9K shares-15.72%2025-12-312026-02-10history
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DFIV DIMENSIONAL ETF TRUST233 shares3228.57%2025-12-312026-02-10history
IGV ISHARES TR110 shares0.00%2025-12-312026-02-10history
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SCHH SCHWAB STRATEGIC TR277 sharesnew addition2025-12-312026-02-10history
WMB WILLIAMS COS INC96 shares0.00%2025-12-312026-02-10history
ARTY ISHARES TR119 sharesnew addition2025-12-312026-02-10history
TTD THE TRADE DESK INC151 shares-89.78%2025-12-312026-02-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available