The Analysis of Simplicity Wealth,LLC's Holdings
Currently, Simplicity Wealth,LLC holds 700 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in DFSB (+254.3K shares, valued at $13.2M), AVDE (+131.3K shares, valued at $10.8M), DFSU (+223.0K shares, valued at $9.7M); decreased their positions in IVV (-46.3K shares, valued at $31.7M), NVDA (-43.5K shares, valued at $8.1M), IWF (-11.8K shares, valued at $5.6M); initiated new positions in DFSB (+254.3K shares, valued at $13.2M), AGEM (+186.0K shares, valued at $7.1M), ESGU (+13.1K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR699.0K shares3.33%2025-12-312026-01-30
AVDE AMERICAN CENTY ETF TR616.1K shares27.08%2025-12-312026-01-30 AVIG AMERICAN CENTY ETF TR1.2M shares6.08%2025-12-312026-01-30 NVDA NVIDIA CORPORATION177.5K shares-19.69%2025-12-312026-01-30 AVSF AMERICAN CENTY ETF TR666.1K shares4.88%2025-12-312026-01-30 IVV ISHARES TR43.7K shares-51.41%2025-12-312026-01-30 AVLC AMERICAN CENTY ETF TR374.1K shares5.02%2025-12-312026-01-30 AAPL APPLE INC102.3K shares-7.77%2025-12-312026-01-30 SPYM SPDR SERIES TRUST337.8K shares9.24%2025-12-312026-01-30 MSFT MICROSOFT CORP48.5K shares-12.33%2025-12-312026-01-30 TLT ISHARES TR242.9K shares8.84%2025-12-312026-01-30 AVEM AMERICAN CENTY ETF TR248.7K shares12.89%2025-12-312026-01-30 DFAC DIMENSIONAL ETF TRUST466.7K shares-2.12%2025-12-312026-01-30 IEMG ISHARES INC256.5K shares-21.00%2025-12-312026-01-30 IWY ISHARES TR59.6K shares8.56%2025-12-312026-01-30 AMZN AMAZON COM INC63.8K shares-19.20%2025-12-312026-01-30 DFSU DIMENSIONAL ETF TRUST318.5K shares233.77%2025-12-312026-01-30 AVUV AMERICAN CENTY ETF TR133.2K shares6.12%2025-12-312026-01-30 DFSB DIMENSIONAL ETF TRUST254.3K sharesnew addition2025-12-312026-01-30 AVSC AMERICAN CENTY ETF TR218.8K shares5.15%2025-12-312026-01-30 IUSB ISHARES TR255.3K shares-25.27%2025-12-312026-01-30 TSLA TESLA INC26.1K shares-9.63%2025-12-312026-01-30 EFV ISHARES TR159.6K shares8.77%2025-12-312026-01-30 META META PLATFORMS INC17.0K shares-23.85%2025-12-312026-01-30 ALPHABET INC ALPHABET INC35.7K shares-17.57%2025-12-312026-01-30 SCHG SCHWAB STRATEGIC TR342.6K shares13.77%2025-12-312026-01-30 BROADCOM INC BROADCOM INC31.7K shares5.38%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.33.1K shares-4.63%2025-12-312026-01-30 SPAB SPDR SERIES TRUST411.6K shares12.25%2025-12-312026-01-30 JHML JOHN HANCOCK EXCHANGE TRADED128.6K shares1.79%2025-12-312026-01-30 JHMD JOHN HANCOCK EXCHANGE TRADED240.5K shares44.74%2025-12-312026-01-30 ALPHABET INC ALPHABET INC29.5K shares-7.35%2025-12-312026-01-30 COST COSTCO WHSL CORP NEW10.7K shares13.54%2025-12-312026-01-30 SPDW SPDR INDEX SHS FDS206.3K shares-16.52%2025-12-312026-01-30 IWX ISHARES TR98.4K shares4.70%2025-12-312026-01-30 QFLR INNOVATOR ETFS TRUST256.2K shares4.85%2025-12-312026-01-30 VYM VANGUARD WHITEHALL FDS61.0K shares16.61%2025-12-312026-01-30 IDEV ISHARES TR104.0K shares-3.94%2025-12-312026-01-30 BUFD FIRST TR EXCHNG TRADED FD VI299.4K shares4.33%2025-12-312026-01-30 MUB ISHARES TR78.4K shares-12.63%2025-12-312026-01-30 FTSM FIRST TR EXCHANGE-TRADED FD139.7K shares-3.00%2025-12-312026-01-30 IVE ISHARES TR39.4K shares56.98%2025-12-312026-01-30 IVW ISHARES TR66.1K shares11.77%2025-12-312026-01-30 BIL SPDR SERIES TRUST88.4K shares1.40%2025-12-312026-01-30 DYNF BLACKROCK ETF TRUST131.1K shares13.91%2025-12-312026-01-30 WLTG ETF OPPORTUNITIES TRUST223.8K shares9.21%2025-12-312026-01-30 LLY ELI LILLY & CO7.2K shares-7.40%2025-12-312026-01-30 USIG ISHARES TR150.3K shares19.35%2025-12-312026-01-30 ABBV ABBVIE INC31.5K shares4.30%2025-12-312026-01-30 AGEM ABRDN FDS186.0K sharesnew addition2025-12-312026-01-30 V VISA INC20.0K shares-8.93%2025-12-312026-01-30 PG PROCTER AND GAMBLE CO48.0K shares-5.30%2025-12-312026-01-30 AMD ADVANCED MICRO DEVICES INC32.0K shares-3.16%2025-12-312026-01-30 AVDV AMERICAN CENTY ETF TR72.4K shares4.97%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON30.4K shares-0.86%2025-12-312026-01-30 BKLN INVESCO EXCH TRADED FD TR II299.2K shares0.48%2025-12-312026-01-30 WMT WALMART INC56.1K shares-3.64%2025-12-312026-01-30 EFG ISHARES TR54.4K shares12.14%2025-12-312026-01-30 SCHX SCHWAB STRATEGIC TR227.3K shares5.61%2025-12-312026-01-30 AVDS AMERICAN CENTY ETF TR86.7K shares5.49%2025-12-312026-01-30 XOM EXXON MOBIL CORP45.1K shares-12.22%2025-12-312026-01-30 DFUV DIMENSIONAL ETF TRUST115.6K shares-1.03%2025-12-312026-01-30 VGSH VANGUARD SCOTTSDALE FDS90.4K shares7.54%2025-12-312026-01-30 HD HOME DEPOT INC15.0K shares6.47%2025-12-312026-01-30 IWS ISHARES TR36.5K shares-6.88%2025-12-312026-01-30 NFLX NETFLIX INC54.5K shares907.39%2025-12-312026-01-30 VMBS VANGUARD SCOTTSDALE FDS106.8K shares3.58%2025-12-312026-01-30 WFC WELLS FARGO CO NEW53.4K shares-22.97%2025-12-312026-01-30 CSCO CISCO SYS INC64.6K shares6.64%2025-12-312026-01-30 KO COCA COLA CO70.8K shares20.36%2025-12-312026-01-30 ORCL ORACLE CORP25.4K shares-33.72%2025-12-312026-01-30 BAC BANK AMERICA CORP89.5K shares9.05%2025-12-312026-01-30 AVRE AMERICAN CENTY ETF TR111.7K shares5.93%2025-12-312026-01-30 FNDE SCHWAB STRATEGIC TR133.3K shares6.82%2025-12-312026-01-30 OEF ISHARES TR14.0K shares3.90%2025-12-312026-01-30 SPEM SPDR INDEX SHS FDS101.3K shares18.94%2025-12-312026-01-30 MTUM ISHARES TR18.8K shares17.49%2025-12-312026-01-30 VEU VANGUARD INTL EQUITY INDEX F62.6K shares8.35%2025-12-312026-01-30 IWF ISHARES TR9.6K shares-55.21%2025-12-312026-01-30 XLK SELECT SECTOR SPDR TR31.3K shares93.19%2025-12-312026-01-30 IJR ISHARES TR37.1K shares-7.77%2025-12-312026-01-30 OUNZ VANECK MERK GOLD ETF105.2K shares2.18%2025-12-312026-01-30 JHMM JOHN HANCOCK EXCHANGE TRADED66.4K shares41.06%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS58.3K shares23.96%2025-12-312026-01-30 TLH ISHARES TR42.0K shares-6.68%2025-12-312026-01-30 MBB ISHARES TR44.6K shares2.56%2025-12-312026-01-30 AVES AMERICAN CENTY ETF TR72.3K shares5.59%2025-12-312026-01-30 PLTR PALANTIR TECHNOLOGIES INC23.7K shares13.67%2025-12-312026-01-30 DFSD DIMENSIONAL ETF TRUST86.5K shares-27.79%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS14.0K shares17.97%2025-12-312026-01-30 MA MASTERCARD INCORPORATED7.2K shares-8.34%2025-12-312026-01-30 VO VANGUARD INDEX FDS14.1K shares8.98%2025-12-312026-01-30 JHEM JOHN HANCOCK EXCHANGE TRADED124.0K shares42.62%2025-12-312026-01-30 XLC SELECT SECTOR SPDR TR34.4K shares5.24%2025-12-312026-01-30 VWOB VANGUARD WHITEHALL FDS58.1K shares30.78%2025-12-312026-01-30 CVX CHEVRON CORP NEW25.3K shares4.90%2025-12-312026-01-30 SIVR ABRDN SILVER ETF TRUST55.9K shares1.16%2025-12-312026-01-30 RTX RTX CORPORATION20.2K shares-16.32%2025-12-312026-01-30 QUAL ISHARES TR18.5K shares-44.56%2025-12-312026-01-30 DFCF DIMENSIONAL ETF TRUST84.4K shares-33.44%2025-12-312026-01-30 DFSI DIMENSIONAL ETF TRUST83.0K shares260.60%2025-12-312026-01-30 DFEM DIMENSIONAL ETF TRUST107.4K shares-2.68%2025-12-312026-01-30 XLF SELECT SECTOR SPDR TR64.7K shares26.24%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC10.6K shares12.72%2025-12-312026-01-30 DDWM WISDOMTREE TR80.2K shares14.42%2025-12-312026-01-30 MCD MCDONALDS CORP11.4K shares12.57%2025-12-312026-01-30 IXUS ISHARES TR40.8K shares-9.62%2025-12-312026-01-30 IBIT ISHARES BITCOIN TRUST ETF69.3K shares-20.71%2025-12-312026-01-30 AGG ISHARES TR34.3K shares5.13%2025-12-312026-01-30 VGIT VANGUARD SCOTTSDALE FDS56.8K shares-14.93%2025-12-312026-01-30 BUFR FIRST TR EXCHNG TRADED FD VI99.0K shares21.35%2025-12-312026-01-30 IWD ISHARES TR16.0K shares-14.60%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR4.8K shares-37.33%2025-12-312026-01-30 DFAT DIMENSIONAL ETF TRUST55.2K shares-3.01%2025-12-312026-01-30 SDVY FIRST TR EXCHANGE-TRADED FD85.7K shares-9.12%2025-12-312026-01-30 CGDV CAPITAL GROUP DIVIDEND VALUE75.3K shares116.87%2025-12-312026-01-30 SPYV SPDR SERIES TRUST56.9K shares6.61%2025-12-312026-01-30 VTV VANGUARD INDEX FDS16.3K shares23.93%2025-12-312026-01-30 BINC BLACKROCK ETF TRUST II57.9K shares2.75%2025-12-312026-01-30 DIS DISNEY WALT CO26.3K shares15.56%2025-12-312026-01-30 VTEB VANGUARD MUN BD FDS59.2K shares11.66%2025-12-312026-01-30 VZ VERIZON COMMUNICATIONS INC72.9K shares9.09%2025-12-312026-01-30 XCCC BONDBLOXX ETF TRUST77.3K shares23.09%2025-12-312026-01-30 SCHF SCHWAB STRATEGIC TR121.0K shares4.45%2025-12-312026-01-30 FBND FIDELITY MERRIMACK STR TR62.8K shares42.92%2025-12-312026-01-30 VTWO VANGUARD SCOTTSDALE FDS29.0K shares1.59%2025-12-312026-01-30 SHOP SHOPIFY INC17.9K shares-26.56%2025-12-312026-01-30 QQH NORTHERN LTS FD TR III37.1K shares-6.49%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED FDS45.6K shares10.26%2025-12-312026-01-30 LGH NORTHERN LTS FD TR III45.6K shares-7.22%2025-12-312026-01-30 THRO BLACKROCK ETF TRUST73.1K shares13.29%2025-12-312026-01-30 BAI BLACKROCK ETF TRUST84.3K shares19.58%2025-12-312026-01-30 VTI VANGUARD INDEX FDS8.2K shares-20.69%2025-12-312026-01-30 SPYG SPDR SERIES TRUST25.4K shares-8.19%2025-12-312026-01-30 DFIC DIMENSIONAL ETF TRUST78.5K shares2.43%2025-12-312026-01-30 SPTL SPDR SERIES TRUST101.4K shares9.43%2025-12-312026-01-30 LONZ PIMCO ETF TR53.0K shares13.69%2025-12-312026-01-30 SPMD SPDR SERIES TRUST45.9K shares24.18%2025-12-312026-01-30 SCHZ SCHWAB STRATEGIC TR111.9K shares6.57%2025-12-312026-01-30 VUG VANGUARD INDEX FDS5.2K shares38.72%2025-12-312026-01-30 AGNC AGNC INVT CORP234.9K shares15.18%2025-12-312026-01-30 DUHP DIMENSIONAL ETF TRUST65.8K shares0.06%2025-12-312026-01-30 IAGG ISHARES TR49.6K shares6.28%2025-12-312026-01-30 GLDM WORLD GOLD TR28.6K shares-1.95%2025-12-312026-01-30 MO ALTRIA GROUP INC42.1K shares-13.18%2025-12-312026-01-30 SRLN SSGA ACTIVE ETF TR58.8K shares-57.86%2025-12-312026-01-30 PEP PEPSICO INC16.8K shares-15.25%2025-12-312026-01-30 IDV ISHARES TR61.1K shares6.46%2025-12-312026-01-30 SOFI SOFI TECHNOLOGIES INC91.5K shares-29.15%2025-12-312026-01-30 GTO INVESCO ACTIVELY MANAGED EXC50.4K shares57.63%2025-12-312026-01-30 BUFY FIRST TR EXCHNG TRADED FD VI107.0K shares5.44%2025-12-312026-01-30 VIG VANGUARD SPECIALIZED FUNDS10.8K shares-16.65%2025-12-312026-01-30 DFGX DIMENSIONAL ETF TRUST44.7K shares-43.55%2025-12-312026-01-30 ABT ABBOTT LABS18.4K shares11.45%2025-12-312026-01-30 IEF ISHARES TR23.9K shares4.80%2025-12-312026-01-30 EMB ISHARES TR23.9K shares6.74%2025-12-312026-01-30 VSS VANGUARD INTL EQUITY INDEX F15.9K shares-2.14%2025-12-312026-01-30 VB VANGUARD INDEX FDS8.8K shares32.11%2025-12-312026-01-30 RWL INVESCO EXCH TRADED FD TR II19.7K shares-1.08%2025-12-312026-01-30 FTLS FIRST TR EXCH TRADED FD III31.8K shares21.30%2025-12-312026-01-30 ETH GRAYSCALE ETHEREUM MINI TR E80.2K shares-14.25%2025-12-312026-01-30 VV VANGUARD INDEX FDS7.0K shares-4.46%2025-12-312026-01-30 CAT CATERPILLAR INC3.8K shares-16.87%2025-12-312026-01-30 IWP ISHARES TR15.9K shares20.73%2025-12-312026-01-30 DFAX DIMENSIONAL ETF TRUST66.3K shares70.75%2025-12-312026-01-30 XLU SELECT SECTOR SPDR TR49.1K shares224.26%2025-12-312026-01-30 PGHY INVESCO EXCH TRADED FD TR II103.7K shares20.31%2025-12-312026-01-30 SPSM SPDR SERIES TRUST43.8K shares16.07%2025-12-312026-01-30 HYG ISHARES TR25.3K shares-28.41%2025-12-312026-01-30 ALAB ASTERA LABS INC12.2K shares12.10%2025-12-312026-01-30 CGHM CAPITAL GRP FIXED INCM ETF T77.4K shares-3.22%2025-12-312026-01-30 ESGU ISHARES TR13.1K sharesnew addition2025-12-312026-01-30 CGMU CAPITAL GRP FIXED INCM ETF T70.9K shares1.58%2025-12-312026-01-30 RDDT REDDIT INC8.3K shares-23.13%2025-12-312026-01-30 BA BOEING CO8.7K shares-14.15%2025-12-312026-01-30 LMT LOCKHEED MARTIN CORP3.9K shares-6.65%2025-12-312026-01-30 IEFA ISHARES TR20.6K shares-51.82%2025-12-312026-01-30 IMTM ISHARES TR38.2K shares1.88%2025-12-312026-01-30 HOOD ROBINHOOD MKTS INC16.1K shares-12.43%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC2.1K shares6.17%2025-12-312026-01-30 XLV SELECT SECTOR SPDR TR11.7K shares-1.64%2025-12-312026-01-30 VOOG VANGUARD ADMIRAL FDS INC4.0K shares-40.20%2025-12-312026-01-30 VGLT VANGUARD SCOTTSDALE FDS31.6K shares23.47%2025-12-312026-01-30 ZECP ZACKS TRUST49.5K shares-15.88%2025-12-312026-01-30 AFRM AFFIRM HLDGS INC22.9K shares-20.98%2025-12-312026-01-30 PSFF PACER FDS TR52.5K shares-10.00%2025-12-312026-01-30 ADP AUTOMATIC DATA PROCESSING IN6.6K shares8.43%2025-12-312026-01-30 BSX BOSTON SCIENTIFIC CORP17.6K shares-3.82%2025-12-312026-01-30 JHCB JOHN HANCOCK EXCHANGE TRADED78.0K shares51.52%2025-12-312026-01-30 UNP UNION PAC CORP7.3K shares-10.68%2025-12-312026-01-30 JHSC JOHN HANCOCK EXCHANGE TRADED39.6K shares41.51%2025-12-312026-01-30 CGSM CAPITAL GRP FIXED INCM ETF T62.0K shares-9.89%2025-12-312026-01-30 TSM TAIWAN SEMICONDUCTOR MFG LTD5.4K shares6.08%2025-12-312026-01-30 MEDTRONIC PLC MEDTRONIC PLC16.9K shares-21.63%2025-12-312026-01-30 DGCB DIMENSIONAL ETF TRUST29.4K shares-44.02%2025-12-312026-01-30 PM PHILIP MORRIS INTL INC9.9K shares0.43%2025-12-312026-01-30 T AT&T INC63.6K shares-16.20%2025-12-312026-01-30 COIN COINBASE GLOBAL INC6.9K shares-16.23%2025-12-312026-01-30 KHYB KRANESHARES TRUST63.7K shares12.92%2025-12-312026-01-30 SCHD SCHWAB STRATEGIC TR56.8K shares-39.89%2025-12-312026-01-30 GOVT ISHARES TR67.6K shares8.46%2025-12-312026-01-30 GLD SPDR GOLD TR3.9K shares-57.15%2025-12-312026-01-30 IVLU ISHARES TR40.6K shares108.29%2025-12-312026-01-30 DY DYCOM INDS INC4.5K shares49.78%2025-12-312026-01-30 GWX SPDR INDEX SHS FDS36.9K shares21.41%2025-12-312026-01-30 SECT NORTHERN LTS FD TR IV23.4K shares-3.97%2025-12-312026-01-30 DFSE DIMENSIONAL ETF TRUST36.3K shares216.74%2025-12-312026-01-30 VGT VANGUARD WORLD FD2.0K shares-39.97%2025-12-312026-01-30 SDY SPDR SERIES TRUST10.6K shares5.71%2025-12-312026-01-30 REET ISHARES TR58.5K shares-18.43%2025-12-312026-01-30 VCSH VANGUARD SCOTTSDALE FDS18.3K shares14.11%2025-12-312026-01-30 LOW LOWES COS INC6.0K shares-43.46%2025-12-312026-01-30 AMGN AMGEN INC4.4K shares28.12%2025-12-312026-01-30 CL COLGATE PALMOLIVE CO18.2K shares35.03%2025-12-312026-01-30 BR BROADRIDGE FINL SOLUTIONS IN6.4K shares3.36%2025-12-312026-01-30 XLP SELECT SECTOR SPDR TR18.2K shares17.63%2025-12-312026-01-30 IWR ISHARES TR14.6K shares2.93%2025-12-312026-01-30 SPTS SPDR SERIES TRUST47.9K shares1.61%2025-12-312026-01-30 SPTI SPDR SERIES TRUST48.5K shares3.33%2025-12-312026-01-30 IWM ISHARES TR5.7K shares-66.21%2025-12-312026-01-30 JHHY JOHN HANCOCK EXCHANGE TRADED54.1K shares50.51%2025-12-312026-01-30 JFLX J P MORGAN EXCHANGE TRADED F27.6K shares12.22%2025-12-312026-01-30 RWO SPDR INDEX SHS FDS30.3K shares20.17%2025-12-312026-01-30 AMAT APPLIED MATLS INC5.2K shares12.75%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F24.9K shares-1.20%2025-12-312026-01-30 GE AEROSPACE GE AEROSPACE4.3K shares-20.31%2025-12-312026-01-30 DISV DIMENSIONAL ETF TRUST34.5K shares0.18%2025-12-312026-01-30 CWB SPDR SERIES TRUST14.6K shares-36.34%2025-12-312026-01-30 SGOV ISHARES TR12.9K shares-10.75%2025-12-312026-01-30 CEF SPROTT ASSET MANAGEMENT LP27.6K shares16.67%2025-12-312026-01-30 FMF FIRST TR EXCHANGE-TRADED FD26.6K shares42.95%2025-12-312026-01-30 NEM NEWMONT CORP12.4K shares14.32%2025-12-312026-01-30 TXN TEXAS INSTRS INC7.0K shares-0.47%2025-12-312026-01-30 CRCL CIRCLE INTERNET GROUP INC15.3K sharesnew addition2025-12-312026-01-30 PSQ PROSHARES TR39.2K sharesnew addition2025-12-312026-01-30 FAAR FIRST TR EXCHANGE TRAD FD VI43.7K shares46.63%2025-12-312026-01-30 GOVI INVESCO EXCH TRADED FD TR II42.8K shares10.44%2025-12-312026-01-30 GDX VANECK ETF TRUST13.6K shares-37.53%2025-12-312026-01-30 UBER UBER TECHNOLOGIES INC14.2K shares-13.04%2025-12-312026-01-30 WM WASTE MGMT INC DEL5.3K shares5.03%2025-12-312026-01-30 PSLV SPROTT ASSET MANAGEMENT LP48.9K shares43.99%2025-12-312026-01-30 DFUS DIMENSIONAL ETF TRUST15.6K 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shares-5.40%2025-12-312026-01-30 BAMD NORTHERN LTS FD TR IV14.9K shares-13.32%2025-12-312026-01-30 VAW VANGUARD WORLD FD2.2K shares-3.40%2025-12-312026-01-30 HLN HALEON PLC44.1K shares2.96%2025-12-312026-01-30 UOCT INNOVATOR ETFS TRUST11.4K shares7.41%2025-12-312026-01-30 WWJD NORTHERN LTS FD TR IV12.2K shares20.15%2025-12-312026-01-30 COCO VITA COCO CO INC8.4K shares-2.50%2025-12-312026-01-30 BN BROOKFIELD CORP9.6K shares68.78%2025-12-312026-01-30 IRM IRON MTN INC DEL5.3K sharesnew addition2025-12-312026-01-30 ROK ROCKWELL AUTOMATION INC1.1K shares8.38%2025-12-312026-01-30 BUXX EA SERIES TRUST21.5K shares0.00%2025-12-312026-01-30 ZROZ PIMCO ETF TR6.7K shares5.83%2025-12-312026-01-30 CVS CVS HEALTH CORP5.4K shares15.25%2025-12-312026-01-30 PH PARKER-HANNIFIN CORP488 shares24.81%2025-12-312026-01-30 ELV ELEVANCE HEALTH INC FORMERLY1.2K shares19.96%2025-12-312026-01-30 IBTO ISHARES TR17.4K shares4.14%2025-12-312026-01-30 SPG SIMON PPTY GROUP INC NEW2.3K shares26.07%2025-12-312026-01-30 EME EMCOR GROUP INC685 shares122.40%2025-12-312026-01-30 BAMU NORTHERN LTS FD TR IV16.6K shares-11.67%2025-12-312026-01-30 ILDR FIRST TR EXCHNG TRADED FD VI12.6K sharesnew addition2025-12-312026-01-30 UAUG INNOVATOR ETFS TRUST10.3K shares0.00%2025-12-312026-01-30 CCJ CAMECO CORP4.5K shares4.98%2025-12-312026-01-30 TDUP THREDUP INC62.8K shares0.00%2025-12-312026-01-30 DIV GLOBAL X FDS23.1K shares8.73%2025-12-312026-01-30 WSO WATSCO INC1.2K shares91.90%2025-12-312026-01-30 SONY SONY GROUP CORP15.5K shares-0.44%2025-12-312026-01-30 SPGI S&P GLOBAL INC757 shares-0.53%2025-12-312026-01-30 TDG TRANSDIGM GROUP INC297 shares24.27%2025-12-312026-01-30 ETR ENTERGY CORP NEW4.3K shares-10.26%2025-12-312026-01-30 PANW PALO ALTO NETWORKS INC2.1K shares21.24%2025-12-312026-01-30 BAMB NORTHERN LTS FD TR IV14.8K shares-11.87%2025-12-312026-01-30 RCL ROYAL CARIBBEAN GROUP1.4K shares-40.88%2025-12-312026-01-30 GSK PLC GSK PLC7.9K shares1.29%2025-12-312026-01-30 MCK MCKESSON CORP468 shares26.49%2025-12-312026-01-30 PFF ISHARES TR12.4K shares-54.95%2025-12-312026-01-30 EUO PROSHARES TR II13.5K shares0.00%2025-12-312026-01-30 VIOV VANGUARD ADMIRAL FDS INC3.9K shares-5.61%2025-12-312026-01-30 CAH CARDINAL HEALTH INC1.9K shares18.43%2025-12-312026-01-30 VTIP VANGUARD MALVERN FDS7.7K shares-20.68%2025-12-312026-01-30 IJH ISHARES TR5.8K shares-76.94%2025-12-312026-01-30 UWM PROSHARES TR8.0K shares-0.04%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS4.8K shares-70.63%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available