The Analysis of SUMMIT WEALTH GROUP LLC / CO's Holdings
Currently, SUMMIT WEALTH GROUP LLC / CO holds 273 types of securities in its portfolio with a total value $754.1M. In the most recent quarter, they have increased their positions in SEIV (+2.2M shares, valued at $91.4M), SEIM (+1.9M shares, valued at $88.4M), SEIE (+1.9M shares, valued at $62.7M); decreased their positions in N/A (-53.0K shares, valued at $16.6M), AMZN (-54.4K shares, valued at $12.6M), MSFT (-25.6K shares, valued at $12.4M); initiated new positions in SEIV (+2.2M shares, valued at $91.4M), SEIM (+1.9M shares, valued at $88.4M), SEIE (+1.9M shares, valued at $62.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SEIV SEI EXCHANGE TRADED FUNDS2.2M sharesnew addition2025-12-312026-02-04
SEIM SEI EXCHANGE TRADED FUNDS1.9M sharesnew addition2025-12-312026-02-04 SEIE SEI EXCHANGE TRADED FUNDS1.9M sharesnew addition2025-12-312026-02-04 SEIQ SEI EXCHANGE TRADED FUNDS1.1M sharesnew addition2025-12-312026-02-04 SEIS SEI EXCHANGE TRADED FUNDS1.3M sharesnew addition2025-12-312026-02-04 SPHQ INVESCO EXCHANGE TRADED FD T371.0K sharesnew addition2025-12-312026-02-04 SEEM SEI EXCHANGE TRADED FUNDS792.5K sharesnew addition2025-12-312026-02-04 SCHD SCHWAB STRATEGIC TR695.7K sharesnew addition2025-12-312026-02-04 AAPL APPLE INC53.9K shares4.81%2025-12-312026-02-04 DUHP DIMENSIONAL ETF TRUST355.7K sharesnew addition2025-12-312026-02-04 NVDA NVIDIA CORPORATION68.4K shares923.94%2025-12-312026-02-04 RDVY FIRST TR EXCHANGE TRADED FD181.3K sharesnew addition2025-12-312026-02-04 VUG VANGUARD INDEX FDS20.8K sharesnew addition2025-12-312026-02-04 FTCS FIRST TR EXCHANGE-TRADED FD102.9K sharesnew addition2025-12-312026-02-04 DFAU DIMENSIONAL ETF TRUST169.9K sharesnew addition2025-12-312026-02-04 FIVA FIDELITY COVINGTON TRUST225.5K sharesnew addition2025-12-312026-02-04 IWF ISHARES TR15.0K sharesnew addition2025-12-312026-02-04 DFCF DIMENSIONAL ETF TRUST150.2K sharesnew addition2025-12-312026-02-04 FVD FIRST TR EXCHANGE-TRADED FD123.7K sharesnew addition2025-12-312026-02-04 AMZN AMAZON COM INC24.4K shares-68.99%2025-12-312026-02-04 DBEF DBX ETF TR96.5K sharesnew addition2025-12-312026-02-04 VTI VANGUARD INDEX FDS13.5K shares938.66%2025-12-312026-02-04 DFAR DIMENSIONAL ETF TRUST191.5K sharesnew addition2025-12-312026-02-04 FTCB FIRST TR EXCHANGE-TRADED FD201.9K sharesnew addition2025-12-312026-02-04 MSFT MICROSOFT CORP8.8K shares-74.35%2025-12-312026-02-04 VTV VANGUARD INDEX FDS22.2K sharesnew addition2025-12-312026-02-04 IWD ISHARES TR19.5K sharesnew addition2025-12-312026-02-04 DFSV DIMENSIONAL ETF TRUST123.0K sharesnew addition2025-12-312026-02-04 IVV ISHARES TR5.8K sharesnew addition2025-12-312026-02-04 FTEC FIDELITY COVINGTON TRUST16.9K sharesnew addition2025-12-312026-02-04 DFAC DIMENSIONAL ETF TRUST92.5K sharesnew addition2025-12-312026-02-04 SLYG SPDR SERIES TRUST38.1K sharesnew addition2025-12-312026-02-04 BIBL NORTHERN LTS FD TR IV75.2K sharesnew addition2025-12-312026-02-04 IWP ISHARES TR23.3K sharesnew addition2025-12-312026-02-04 FMDE FIDELITY COVINGTON TRUST85.3K sharesnew addition2025-12-312026-02-04 FBCG FIDELITY COVINGTON TRUST55.0K sharesnew addition2025-12-312026-02-04 VEA VANGUARD TAX-MANAGED FDS47.9K sharesnew addition2025-12-312026-02-04 TSLA TESLA INC6.0K shares-14.91%2025-12-312026-02-04 IJK ISHARES TR27.6K sharesnew addition2025-12-312026-02-04 ALPHABET INC ALPHABET INC8.5K sharesnew addition2025-12-312026-02-04 IEMG ISHARES INC39.4K sharesnew addition2025-12-312026-02-04 IMCG ISHARES TR32.0K sharesnew addition2025-12-312026-02-04 DUSA DAVIS FUNDAMENTAL ETF TR49.8K sharesnew addition2025-12-312026-02-04 DON WISDOMTREE TR48.6K sharesnew addition2025-12-312026-02-04 DFSB DIMENSIONAL ETF TRUST48.4K sharesnew addition2025-12-312026-02-04 INVESCO QQQ TR INVESCO QQQ TR4.0K sharesnew addition2025-12-312026-02-04 IWS ISHARES TR17.1K sharesnew addition2025-12-312026-02-04 VIOV VANGUARD ADMIRAL FDS INC24.4K sharesnew addition2025-12-312026-02-04 LRGF ISHARES TR31.1K sharesnew addition2025-12-312026-02-04 VBK VANGUARD INDEX FDS7.0K sharesnew addition2025-12-312026-02-04 IWO ISHARES TR6.4K sharesnew addition2025-12-312026-02-04 LLY ELI LILLY & CO1.9K shares12.87%2025-12-312026-02-04 SLYV SPDR SERIES TRUST22.8K sharesnew addition2025-12-312026-02-04 JHMM JOHN HANCOCK EXCHANGE TRADED31.6K sharesnew addition2025-12-312026-02-04 DFAE DIMENSIONAL ETF TRUST62.1K sharesnew addition2025-12-312026-02-04 DFAS DIMENSIONAL ETF TRUST28.5K sharesnew addition2025-12-312026-02-04 DFAI DIMENSIONAL ETF TRUST51.7K sharesnew addition2025-12-312026-02-04 HCA HCA HEALTHCARE INC4.1K sharesnew addition2025-12-312026-02-04 DEHP DIMENSIONAL ETF TRUST57.8K sharesnew addition2025-12-312026-02-04 ALPHABET INC ALPHABET INC5.9K shares-89.95%2025-12-312026-02-04 MTUM ISHARES TR7.3K sharesnew addition2025-12-312026-02-04 CGDV CAPITAL GROUP DIVIDEND VALUE41.8K sharesnew addition2025-12-312026-02-04 USXF ISHARES TR30.9K sharesnew addition2025-12-312026-02-04 BSV VANGUARD BD INDEX FDS22.3K sharesnew addition2025-12-312026-02-04 META META PLATFORMS INC2.5K shares-28.11%2025-12-312026-02-04 BOND PIMCO ETF TR17.4K sharesnew addition2025-12-312026-02-04 UPS UNITED PARCEL SERVICE INC16.0K shares243.34%2025-12-312026-02-04 IDEV ISHARES TR18.9K sharesnew addition2025-12-312026-02-04 WMT WALMART INC14.0K shares155.39%2025-12-312026-02-04 BUFR FIRST TR EXCHNG TRADED FD VI45.1K sharesnew addition2025-12-312026-02-04 VOT VANGUARD INDEX FDS5.3K sharesnew addition2025-12-312026-02-04 VV VANGUARD INDEX FDS4.6K sharesnew addition2025-12-312026-02-04 AFL AFLAC INC13.1K sharesnew addition2025-12-312026-02-04 DFAX DIMENSIONAL ETF TRUST43.3K sharesnew addition2025-12-312026-02-04 COST COSTCO WHSL CORP NEW1.6K shares-15.25%2025-12-312026-02-04 XOM EXXON MOBIL CORP11.4K shares-25.87%2025-12-312026-02-04 SCHG SCHWAB STRATEGIC TR41.2K sharesnew addition2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR1.8K shares-12.13%2025-12-312026-02-04 FREL FIDELITY COVINGTON TRUST45.5K sharesnew addition2025-12-312026-02-04 FDL FIRST TR EXCHANGE-TRADED FD26.3K sharesnew addition2025-12-312026-02-04 FSCO FS CREDIT OPPORTUNITIES CORP183.8K shares1145.37%2025-12-312026-02-04 VWO VANGUARD INTL EQUITY INDEX F21.3K sharesnew addition2025-12-312026-02-04 FELC FIDELITY COVINGTON TRUST29.8K sharesnew addition2025-12-312026-02-04 AHR AMERICAN HEALTHCARE REIT INC24.0K sharesnew addition2025-12-312026-02-04 MUB ISHARES TR10.2K sharesnew addition2025-12-312026-02-04 FELV FIDELITY COVINGTON TRUST31.4K sharesnew addition2025-12-312026-02-04 DFNL DAVIS FUNDAMENTAL ETF TR22.4K sharesnew addition2025-12-312026-02-04 NOW SERVICENOW INC7.0K shares3.21%2025-12-312026-02-04 SPGI S&P GLOBAL INC2.0K sharesnew addition2025-12-312026-02-04 SDVY FIRST TR EXCHANGE-TRADED FD27.3K sharesnew addition2025-12-312026-02-04 FELG FIDELITY COVINGTON TRUST25.1K sharesnew addition2025-12-312026-02-04 PULS PGIM ETF TR20.6K shares-90.28%2025-12-312026-02-04 DCOR DIMENSIONAL ETF TRUST13.7K sharesnew addition2025-12-312026-02-04 CGUS CAPITAL GROUP CORE EQUITY ET24.9K sharesnew addition2025-12-312026-02-04 DMXF ISHARES TR13.3K sharesnew addition2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.3.1K shares-74.61%2025-12-312026-02-04 CGGR CAPITAL GROUP GROWTH ETF20.8K sharesnew addition2025-12-312026-02-04 PWR QUANTA SVCS INC2.2K sharesnew addition2025-12-312026-02-04 AGG ISHARES TR9.1K sharesnew addition2025-12-312026-02-04 CAT CATERPILLAR INC1.6K shares46.57%2025-12-312026-02-04 CGGO CAPITAL GROUP GBL GROWTH EQT25.7K sharesnew addition2025-12-312026-02-04 JPIE J P MORGAN EXCHANGE TRADED F18.8K sharesnew addition2025-12-312026-02-04 IWB ISHARES TR2.3K sharesnew addition2025-12-312026-02-04 DIHP DIMENSIONAL ETF TRUST26.9K sharesnew addition2025-12-312026-02-04 JAVA J P MORGAN EXCHANGE TRADED F11.7K sharesnew addition2025-12-312026-02-04 JNJ JOHNSON & JOHNSON4.0K shares-56.90%2025-12-312026-02-04 IBD NORTHERN LTS FD TR IV34.2K sharesnew addition2025-12-312026-02-04 VIGI VANGUARD WHITEHALL FDS9.0K sharesnew addition2025-12-312026-02-04 HD HOME DEPOT INC2.4K shares-52.70%2025-12-312026-02-04 DFUV DIMENSIONAL ETF TRUST17.4K sharesnew addition2025-12-312026-02-04 ORCL ORACLE CORP4.2K shares-55.78%2025-12-312026-02-04 SELV SEI EXCHANGE TRADED FUNDS24.9K sharesnew addition2025-12-312026-02-04 BROADCOM INC BROADCOM INC2.1K shares100.47%2025-12-312026-02-04 VIG VANGUARD SPECIALIZED FUNDS3.4K sharesnew addition2025-12-312026-02-04 VBR VANGUARD INDEX FDS3.5K sharesnew addition2025-12-312026-02-04 VEU VANGUARD INTL EQUITY INDEX F10.0K sharesnew addition2025-12-312026-02-04 EAGG ISHARES TR14.3K sharesnew addition2025-12-312026-02-04 V VISA INC2.0K shares-86.35%2025-12-312026-02-04 BND VANGUARD BD INDEX FDS9.2K sharesnew addition2025-12-312026-02-04 DLN WISDOMTREE TR7.7K sharesnew addition2025-12-312026-02-04 MCD MCDONALDS CORP2.1K shares-45.24%2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K sharesnew addition2025-12-312026-02-04 IEFA ISHARES TR6.9K sharesnew addition2025-12-312026-02-04 AMAT APPLIED MATLS INC2.4K shares-59.22%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC3.4K sharesnew addition2025-12-312026-02-04 MISL FIRST TR EXCHANGE-TRADED FD14.1K sharesnew addition2025-12-312026-02-04 SCHV SCHWAB STRATEGIC TR20.2K sharesnew addition2025-12-312026-02-04 CRWD CROWDSTRIKE HLDGS INC1.3K sharesnew addition2025-12-312026-02-04 IHDG WISDOMTREE TR11.5K sharesnew addition2025-12-312026-02-04 VXUS VANGUARD STAR FDS7.4K sharesnew addition2025-12-312026-02-04 FNDX SCHWAB STRATEGIC TR20.1K sharesnew addition2025-12-312026-02-04 VSS VANGUARD INTL EQUITY INDEX F3.8K sharesnew addition2025-12-312026-02-04 LMBS FIRST TR EXCHANGE-TRADED FD10.8K sharesnew addition2025-12-312026-02-04 FBND FIDELITY MERRIMACK STR TR11.5K sharesnew addition2025-12-312026-02-04 GRID FIRST TR EXCHANGE TRADED FD3.4K sharesnew addition2025-12-312026-02-04 IWN ISHARES TR2.9K sharesnew addition2025-12-312026-02-04 CSCO CISCO SYS INC6.7K shares-88.99%2025-12-312026-02-04 INTF ISHARES TR13.6K sharesnew addition2025-12-312026-02-04 DFLV DIMENSIONAL ETF TRUST15.0K sharesnew addition2025-12-312026-02-04 MU MICRON TECHNOLOGY INC1.7K sharesnew addition2025-12-312026-02-04 TPHD TIMOTHY PLAN12.8K sharesnew addition2025-12-312026-02-04 AIRR FIRST TR EXCHANGE TRADED FD4.9K sharesnew addition2025-12-312026-02-04 LMT LOCKHEED MARTIN CORP994 shares72.57%2025-12-312026-02-04 XLK SELECT SECTOR SPDR TR3.3K sharesnew addition2025-12-312026-02-04 SMLV SPDR SERIES TRUST3.6K sharesnew addition2025-12-312026-02-04 SO SOUTHERN CO5.5K sharesnew addition2025-12-312026-02-04 WFC WELLS FARGO CO NEW5.0K shares-83.51%2025-12-312026-02-04 CRM SALESFORCE INC1.7K shares-87.12%2025-12-312026-02-04 CGMM CAPITAL GROUP EQUITY ETF TR16.0K sharesnew addition2025-12-312026-02-04 VOE VANGUARD INDEX FDS2.6K sharesnew addition2025-12-312026-02-04 CVX CHEVRON CORP NEW3.0K shares-58.27%2025-12-312026-02-04 T AT&T INC18.1K shares-57.72%2025-12-312026-02-04 PJP INVESCO EXCHANGE TRADED FD T4.3K sharesnew addition2025-12-312026-02-04 DE DEERE & CO942 sharesnew addition2025-12-312026-02-04 PKG PACKAGING CORP AMER2.1K sharesnew addition2025-12-312026-02-04 DFSD DIMENSIONAL ETF TRUST9.1K sharesnew addition2025-12-312026-02-04 HON HONEYWELL INTL INC2.2K shares-67.19%2025-12-312026-02-04 PPTA PERPETUA RESOURCES CORP17.9K sharesnew addition2025-12-312026-02-04 VB VANGUARD INDEX FDS1.7K sharesnew addition2025-12-312026-02-04 KO COCA COLA CO6.2K shares-68.51%2025-12-312026-02-04 BA BOEING CO2.0K sharesnew addition2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC1.3K shares-79.81%2025-12-312026-02-04 FBT FIRST TR EXCHANGE-TRADED FD2.0K sharesnew addition2025-12-312026-02-04 SHOP SHOPIFY INC2.5K sharesnew addition2025-12-312026-02-04 IVW ISHARES TR3.2K sharesnew addition2025-12-312026-02-04 VO VANGUARD INDEX FDS1.4K sharesnew addition2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC1.8K shares-51.84%2025-12-312026-02-04 QQQM INVESCO EXCH TRADED FD TR II1.5K sharesnew addition2025-12-312026-02-04 TFLO ISHARES TR7.7K sharesnew addition2025-12-312026-02-04 J JACOBS SOLUTIONS INC2.9K sharesnew addition2025-12-312026-02-04 EMXF ISHARES TR8.4K sharesnew addition2025-12-312026-02-04 GS GOLDMAN SACHS GROUP INC440 sharesnew addition2025-12-312026-02-04 SPYV SPDR SERIES TRUST6.8K sharesnew addition2025-12-312026-02-04 AMGN AMGEN INC1.2K shares-76.22%2025-12-312026-02-04 JCPB J P MORGAN EXCHANGE TRADED F8.1K sharesnew addition2025-12-312026-02-04 USMV ISHARES TR4.0K sharesnew addition2025-12-312026-02-04 CGXU CAPITAL GROUP INTL FOCUS EQT12.5K sharesnew addition2025-12-312026-02-04 PH PARKER-HANNIFIN CORP413 sharesnew addition2025-12-312026-02-04 GLD SPDR GOLD TR910 sharesnew addition2025-12-312026-02-04 RSPT INVESCO EXCHANGE TRADED FD T7.9K sharesnew addition2025-12-312026-02-04 CGDG CAPITAL GROUP DIVIDEND GROWE10.1K sharesnew addition2025-12-312026-02-04 CIBR FIRST TR EXCHANGE TRADED FD5.0K sharesnew addition2025-12-312026-02-04 UNP UNION PAC CORP1.5K sharesnew addition2025-12-312026-02-04 ZFEB INNOVATOR ETFS TRUST13.9K sharesnew addition2025-12-312026-02-04 GLRY NORTHERN LTS FD TR IV9.8K sharesnew addition2025-12-312026-02-04 DWLD DAVIS FUNDAMENTAL ETF TR7.5K sharesnew addition2025-12-312026-02-04 VZ VERIZON COMMUNICATIONS INC8.5K shares-77.12%2025-12-312026-02-04 NOC NORTHROP GRUMMAN CORP606 sharesnew addition2025-12-312026-02-04 EFA ISHARES TR3.5K sharesnew addition2025-12-312026-02-04 BNDX VANGUARD CHARLOTTE FDS7.0K sharesnew addition2025-12-312026-02-04 PEP PEPSICO INC2.3K shares-55.86%2025-12-312026-02-04 IWM ISHARES TR1.3K sharesnew addition2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS1.1K shares-87.08%2025-12-312026-02-04 MMM 3M CO2.1K sharesnew addition2025-12-312026-02-04 ECG EVERUS CONSTR GROUP3.8K sharesnew addition2025-12-312026-02-04 BAC BANK AMERICA CORP6.0K shares-82.30%2025-12-312026-02-04 HYD VANECK ETF TRUST6.4K shares-95.03%2025-12-312026-02-04 ABBV ABBVIE INC1.4K shares-83.47%2025-12-312026-02-04 ASML ASML HOLDING N V298 shares-27.67%2025-12-312026-02-04 IMCB ISHARES TR3.8K sharesnew addition2025-12-312026-02-04 PTRB PGIM ETF TR7.5K sharesnew addition2025-12-312026-02-04 ALL ALLSTATE CORP1.5K sharesnew addition2025-12-312026-02-04 ESML ISHARES TR6.7K sharesnew addition2025-12-312026-02-04 NEE NEXTERA ENERGY INC3.8K sharesnew addition2025-12-312026-02-04 FESM FIDELITY COVINGTON TRUST8.0K sharesnew addition2025-12-312026-02-04 BBH TR BBH TR18.4K sharesnew addition2025-12-312026-02-04 COF CAPITAL ONE FINL CORP1.2K sharesnew addition2025-12-312026-02-04 ITW ILLINOIS TOOL WKS INC1.2K shares-64.53%2025-12-312026-02-04 NFLX NETFLIX INC3.0K shares-77.98%2025-12-312026-02-04 ZTS ZOETIS INC2.2K shares-69.26%2025-12-312026-02-04 AXTA AXALTA COATING SYS LTD8.6K sharesnew addition2025-12-312026-02-04 PNC PNC FINL SVCS GROUP INC1.3K sharesnew addition2025-12-312026-02-04 VTEB VANGUARD MUN BD FDS5.5K shares-81.60%2025-12-312026-02-04 XEL XCEL ENERGY INC3.7K sharesnew addition2025-12-312026-02-04 INTC INTEL CORP7.4K shares0.88%2025-12-312026-02-04 JAAA JANUS DETROIT STR TR5.4K sharesnew addition2025-12-312026-02-04 RNST RENASANT CORP7.7K sharesnew addition2025-12-312026-02-04 SPYG SPDR SERIES TRUST2.5K sharesnew addition2025-12-312026-02-04 IWV ISHARES TR686 sharesnew addition2025-12-312026-02-04 FXH FIRST TR EXCHANGE TRADED FD2.3K sharesnew addition2025-12-312026-02-04 VONV VANGUARD SCOTTSDALE FDS2.8K sharesnew addition2025-12-312026-02-04 CMG CHIPOTLE MEXICAN GRILL INC7.0K sharesnew addition2025-12-312026-02-04 DIS DISNEY WALT CO2.3K shares-82.02%2025-12-312026-02-04 IUSV ISHARES TR2.5K sharesnew addition2025-12-312026-02-04 AXP AMERICAN EXPRESS CO687 sharesnew addition2025-12-312026-02-04 ABT ABBOTT LABS2.0K shares-91.36%2025-12-312026-02-04 ALGN ALIGN TECHNOLOGY INC1.6K shares36.47%2025-12-312026-02-04 UCON FIRST TR EXCHNG TRADED FD VI10.0K sharesnew addition2025-12-312026-02-04 SNOW SNOWFLAKE INC1.1K sharesnew addition2025-12-312026-02-04 D DOMINION ENERGY INC4.3K sharesnew addition2025-12-312026-02-04 SPSM SPDR SERIES TRUST5.3K sharesnew addition2025-12-312026-02-04 UAL UNITED AIRLS HLDGS INC2.2K sharesnew addition2025-12-312026-02-04 O REALTY INCOME CORP4.4K sharesnew addition2025-12-312026-02-04 ALPS ETF TR ALPS ETF TR4.7K sharesnew addition2025-12-312026-02-04 ECL ECOLAB INC948 sharesnew addition2025-12-312026-02-04 FDX FEDEX CORP852 sharesnew addition2025-12-312026-02-04 MA MASTERCARD INCORPORATED430 shares-94.59%2025-12-312026-02-04 IDA IDACORP INC1.9K sharesnew addition2025-12-312026-02-04 WPC WP CAREY INC3.8K sharesnew addition2025-12-312026-02-04 SHW SHERWIN WILLIAMS CO737 sharesnew addition2025-12-312026-02-04 HWM HOWMET AEROSPACE INC1.2K sharesnew addition2025-12-312026-02-04 RTX RTX CORPORATION1.3K shares-93.93%2025-12-312026-02-04 JMUB J P MORGAN EXCHANGE TRADED F4.6K sharesnew addition2025-12-312026-02-04 JIRE J P MORGAN EXCHANGE TRADED F3.1K sharesnew addition2025-12-312026-02-04 SBUX STARBUCKS CORP2.7K shares-65.61%2025-12-312026-02-04 NRG NRG ENERGY INC1.4K sharesnew addition2025-12-312026-02-04 XIDE FIRST TR EXCHNG TRADED FD VI7.5K sharesnew addition2025-12-312026-02-04 FYX FIRST TR EXCHANGE-TRADED ALP2.0K sharesnew addition2025-12-312026-02-04 QQEW FIRST TR EXCHANGE-TRADED FD1.6K sharesnew addition2025-12-312026-02-04 FPE FIRST TR EXCH TRADED FD III12.1K sharesnew addition2025-12-312026-02-04 EATON CORP PLC EATON CORP PLC691 sharesnew addition2025-12-312026-02-04 ARKK ARK ETF TR2.8K sharesnew addition2025-12-312026-02-04 TXN TEXAS INSTRS INC1.2K shares-79.80%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO1.5K shares-86.53%2025-12-312026-02-04 DFEM DIMENSIONAL ETF TRUST6.4K sharesnew addition2025-12-312026-02-04 IHI ISHARES TR3.4K sharesnew addition2025-12-312026-02-04 GSK PLC GSK PLC4.3K sharesnew addition2025-12-312026-02-04 BKH BLACK HILLS CORP3.0K sharesnew addition2025-12-312026-02-04 DIA SPDR DOW JONES INDL AVERAGE427 sharesnew addition2025-12-312026-02-04 SPMD SPDR SERIES TRUST3.5K sharesnew addition2025-12-312026-02-04 TDIV FIRST TR EXCHANGE TRADED FD2.1K sharesnew addition2025-12-312026-02-04 KNG FIRST TR EXCHANGE-TRADED FD4.1K sharesnew addition2025-12-312026-02-04 FTSL FIRST TR EXCHANGE-TRADED FD4.4K sharesnew addition2025-12-312026-02-04 IJR ISHARES TR1.7K sharesnew addition2025-12-312026-02-04 URI UNITED RENTALS INC249 sharesnew addition2025-12-312026-02-04 SHYG ISHARES TR4.7K sharesnew addition2025-12-312026-02-04 GAB GABELLI EQUITY TR INC11.3K sharesnew addition2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available