The Analysis of Triad Wealth Partners, LLC's Holdings

Currently, Triad Wealth Partners, LLC holds 460 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in IVE (+84.8K shares, valued at $18.0M), FTSM (+254.2K shares, valued at $15.2M), HELO (+182.2K shares, valued at $12.1M); decreased their positions in QUAL (-99.8K shares, valued at $19.8M), XISE (-71.7K shares, valued at $2.2M), N/A (-5.4K shares, valued at $1.9M); initiated new positions in HELO (+182.2K shares, valued at $12.1M), SCHO (+405.4K shares, valued at $9.9M), BRNY (+173.1K shares, valued at $8.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY MERRIMACK STR TR964.5K shares22.79%2025-12-312026-01-22

IVE ISHARES TR199.3K shares74.01%2025-12-312026-01-22

BUFR FIRST TR EXCHNG TRADED FD VI1.0M shares6.60%2025-12-312026-01-22

DYNF BLACKROCK ETF TRUST559.3K shares25.70%2025-12-312026-01-22

IVW ISHARES TR270.1K shares28.09%2025-12-312026-01-22

IEMG ISHARES INC413.3K shares57.10%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS42.9K shares15.96%2025-12-312026-01-22

MGC VANGUARD WORLD FD94.1K shares26.21%2025-12-312026-01-22

Sponsored

AAPL APPLE INC72.8K shares31.61%2025-12-312026-01-22

XISE FIRST TR EXCHNG TRADED FD VI628.8K shares-10.23%2025-12-312026-01-22

FTSM FIRST TR EXCHANGE-TRADED FD291.9K shares674.39%2025-12-312026-01-22

NVDA NVIDIA CORPORATION85.3K shares15.97%2025-12-312026-01-22

EFV ISHARES TR220.5K shares-1.16%2025-12-312026-01-22

MSFT MICROSOFT CORP30.7K shares13.79%2025-12-312026-01-22

MBB ISHARES TR151.0K shares21.27%2025-12-312026-01-22

GOVT ISHARES TR601.1K shares19.24%2025-12-312026-01-22

Sponsored

SPMO INVESCO EXCH TRADED FD TR II109.9K shares99.47%2025-12-312026-01-22

BAI BLACKROCK ETF TRUST389.3K shares32.52%2025-12-312026-01-22

THRO BLACKROCK ETF TRUST328.3K shares27.78%2025-12-312026-01-22

ISHARES GOLD TR ISHARES GOLD TR152.2K shares16.32%2025-12-312026-01-22

HELO J P MORGAN EXCHANGE TRADED F182.2K sharesnew addition2025-12-312026-01-22

AMZN AMAZON COM INC51.1K shares21.30%2025-12-312026-01-22

JCPB J P MORGAN EXCHANGE TRADED F247.9K shares11.72%2025-12-312026-01-22

RSMV LISTED FDS TR419.1K shares59.67%2025-12-312026-01-22

Sponsored

TLH ISHARES TR111.0K shares-11.19%2025-12-312026-01-22

BINC BLACKROCK ETF TRUST II207.4K shares24.91%2025-12-312026-01-22

BNDX VANGUARD CHARLOTTE FDS212.2K shares20.16%2025-12-312026-01-22

SCHO SCHWAB STRATEGIC TR405.4K sharesnew addition2025-12-312026-01-22

DFAC DIMENSIONAL ETF TRUST242.7K shares12.63%2025-12-312026-01-22

SPYM SPDR SERIES TRUST111.1K shares1.30%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR13.0K shares7.57%2025-12-312026-01-22

BRNY EA SERIES TRUST173.1K sharesnew addition2025-12-312026-01-22

Sponsored

BND VANGUARD BD INDEX FDS109.5K shares52.22%2025-12-312026-01-22

VUG VANGUARD INDEX FDS16.6K shares2.31%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS129.6K shares16.93%2025-12-312026-01-22

ALPHABET INC ALPHABET INC25.3K shares58.28%2025-12-312026-01-22

BROADCOM INC BROADCOM INC22.1K shares-19.53%2025-12-312026-01-22

MUB ISHARES TR69.9K shares111.96%2025-12-312026-01-22

BUFD FIRST TR EXCHNG TRADED FD VI261.1K shares1277.68%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR10.9K shares65.67%2025-12-312026-01-22

Sponsored

SHLD GLOBAL X FDS100.6K shares36.81%2025-12-312026-01-22

SCHF SCHWAB STRATEGIC TR268.1K shares2.37%2025-12-312026-01-22

TSLA TESLA INC12.7K shares-11.59%2025-12-312026-01-22

META META PLATFORMS INC8.4K shares39.19%2025-12-312026-01-22

DFIC DIMENSIONAL ETF TRUST155.1K shares135.51%2025-12-312026-01-22

PJUL INNOVATOR ETFS TRUST114.0K shares19.34%2025-12-312026-01-22

PAPR INNOVATOR ETFS TRUST135.2K shares20.24%2025-12-312026-01-22

IVV ISHARES TR7.5K shares49.09%2025-12-312026-01-22

Sponsored

JPM JPMORGAN CHASE & CO.16.0K shares54.42%2025-12-312026-01-22

PJAN INNOVATOR ETFS TRUST109.1K shares21.54%2025-12-312026-01-22

POCT INNOVATOR ETFS TRUST115.9K shares21.48%2025-12-312026-01-22

ALPHABET INC ALPHABET INC15.7K shares28.36%2025-12-312026-01-22

JGRO J P MORGAN EXCHANGE TRADED F49.1K shares44.30%2025-12-312026-01-22

WMT WALMART INC40.4K shares131.85%2025-12-312026-01-22

XOM EXXON MOBIL CORP37.2K shares3.15%2025-12-312026-01-22

NEE NEXTERA ENERGY INC55.1K shares2.06%2025-12-312026-01-22

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F61.5K shares52.34%2025-12-312026-01-22

BOXX EA SERIES TRUST36.9K shares119.45%2025-12-312026-01-22

BFRZ INNOVATOR ETFS TRUST157.7K shares49.53%2025-12-312026-01-22

KNG FIRST TR EXCHANGE-TRADED FD85.8K shares5.89%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.1K shares22.37%2025-12-312026-01-22

HYDB ISHARES TR85.5K shares45.37%2025-12-312026-01-22

BBUS J P MORGAN EXCHANGE TRADED F31.5K shares176.58%2025-12-312026-01-22

CVX CHEVRON CORP NEW25.4K shares4.37%2025-12-312026-01-22

Sponsored

JAJL INNOVATOR ETFS TRUST123.4K shares144.25%2025-12-312026-01-22

QLTA ISHARES TR74.1K shares-7.12%2025-12-312026-01-22

JPIE J P MORGAN EXCHANGE TRADED F75.1K shares26.71%2025-12-312026-01-22

QUAL ISHARES TR17.3K shares-85.24%2025-12-312026-01-22

BALT INNOVATOR ETFS TRUST97.7K shares19.18%2025-12-312026-01-22

SYSB ISHARES TR34.5K sharesnew addition2025-12-312026-01-22

CLOA BLACKROCK ETF TRUST II59.7K shares139.67%2025-12-312026-01-22

VLO VALERO ENERGY CORP18.6K shares93.65%2025-12-312026-01-22

Sponsored

DGRW WISDOMTREE TR30.7K shares18.36%2025-12-312026-01-22

FNDF SCHWAB STRATEGIC TR60.2K shares19.19%2025-12-312026-01-22

BBAG J P MORGAN EXCHANGE TRADED F58.2K shares28.63%2025-12-312026-01-22

LLY ELI LILLY & CO2.5K shares114.79%2025-12-312026-01-22

AGG ISHARES TR26.4K shares-3.10%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW3.1K shares2.18%2025-12-312026-01-22

OMFL INVESCO EXCH TRD SLF IDX FD41.9K shares34.74%2025-12-312026-01-22

SUB ISHARES TR21.8K shares175.46%2025-12-312026-01-22

Sponsored

JGLO J P MORGAN EXCHANGE TRADED F34.3K shares10.43%2025-12-312026-01-22

EALT INNOVATOR ETFS TRUST64.0K shares20.50%2025-12-312026-01-22

DCOR DIMENSIONAL ETF TRUST29.3K shares25.21%2025-12-312026-01-22

VTIP VANGUARD MALVERN FDS43.2K shares-26.91%2025-12-312026-01-22

BALI BLACKROCK ETF TRUST67.3K shares31.76%2025-12-312026-01-22

ABBV ABBVIE INC8.9K shares21.02%2025-12-312026-01-22

ZNOV INNOVATOR ETFS TRUST75.8K shares77.79%2025-12-312026-01-22

IUSB ISHARES TR43.1K shares276.41%2025-12-312026-01-22

Sponsored

DFEM DIMENSIONAL ETF TRUST59.9K shares167.12%2025-12-312026-01-22

XIJN FIRST TR EXCHNG TRADED FD VI63.6K shares536.03%2025-12-312026-01-22

RDVY FIRST TR EXCHANGE TRADED FD28.0K shares58.31%2025-12-312026-01-22

LVHD LEGG MASON ETF INVT46.9K shares27.57%2025-12-312026-01-22

HYGW ISHARES TR61.1K shares50.95%2025-12-312026-01-22

GLD SPDR GOLD TR4.5K shares-1.05%2025-12-312026-01-22

IEF ISHARES TR17.8K shares101.98%2025-12-312026-01-22

MARM FIRST TR EXCHNG TRADED FD VI51.6K shares3.85%2025-12-312026-01-22

Sponsored

V VISA INC4.8K shares11.73%2025-12-312026-01-22

MCK MCKESSON CORP1.9K sharesnew addition2025-12-312026-01-22

KLAC KLA CORP1.3K shares3.69%2025-12-312026-01-22

NFLX NETFLIX INC16.6K shares3227.91%2025-12-312026-01-22

ARISTA NETWORKS INC ARISTA NETWORKS INC11.8K sharesnew addition2025-12-312026-01-22

DFAX DIMENSIONAL ETF TRUST47.3K shares0.42%2025-12-312026-01-22

VTI VANGUARD INDEX FDS4.6K shares17.44%2025-12-312026-01-22

MA MASTERCARD INCORPORATED2.7K shares-7.46%2025-12-312026-01-22

Sponsored

PLTR PALANTIR TECHNOLOGIES INC8.6K shares73.12%2025-12-312026-01-22

JEPI J P MORGAN EXCHANGE TRADED F26.2K shares-17.78%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON7.2K shares14.52%2025-12-312026-01-22

XIDE FIRST TR EXCHNG TRADED FD VI49.4K shares-14.55%2025-12-312026-01-22

SRLN SSGA ACTIVE ETF TR35.7K sharesnew addition2025-12-312026-01-22

DFSV DIMENSIONAL ETF TRUST44.6K shares1.49%2025-12-312026-01-22

HIMU BLACKROCK ETF TRUST II30.0K shares84.67%2025-12-312026-01-22

IJUL INNOVATOR ETFS TRUST43.4K shares15.44%2025-12-312026-01-22

Sponsored

MS MORGAN STANLEY8.1K shares12.18%2025-12-312026-01-22

OKLO OKLO INC20.1K shares-1.10%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC4.3K shares20.61%2025-12-312026-01-22

SPDW SPDR INDEX SHS FDS32.1K shares-6.28%2025-12-312026-01-22

IJAN INNOVATOR ETFS TRUST39.0K shares16.67%2025-12-312026-01-22

EFG ISHARES TR12.3K shares2.90%2025-12-312026-01-22

XDSQ INNOVATOR ETFS TRUST33.4K shares58.33%2025-12-312026-01-22

SKOR FLEXSHARES TR28.3K shares53.28%2025-12-312026-01-22

Sponsored

EPS WISDOMTREE TR19.6K shares102.62%2025-12-312026-01-22

HD HOME DEPOT INC4.0K shares19.16%2025-12-312026-01-22

VIGI VANGUARD WHITEHALL FDS15.1K shares224.96%2025-12-312026-01-22

TLT ISHARES TR15.7K shares137.33%2025-12-312026-01-22

IOCT INNOVATOR ETFS TRUST39.2K shares16.79%2025-12-312026-01-22

IAPR INNOVATOR ETFS TRUST44.1K shares17.39%2025-12-312026-01-22

ANGL VANECK ETF TRUST45.9K sharesnew addition2025-12-312026-01-22

DFUS DIMENSIONAL ETF TRUST18.1K shares0.71%2025-12-312026-01-22

Sponsored

SCHW SCHWAB CHARLES CORP13.2K sharesnew addition2025-12-312026-01-22

CBOE CBOE GLOBAL MKTS INC5.2K sharesnew addition2025-12-312026-01-22

EMLC VANECK ETF TRUST50.4K sharesnew addition2025-12-312026-01-22

ABT ABBOTT LABS10.3K shares10.57%2025-12-312026-01-22

LMT LOCKHEED MARTIN CORP2.6K shares0.38%2025-12-312026-01-22

QQA INVESCO ACTIVELY MANAGED EXC23.7K shares125.64%2025-12-312026-01-22

ADSK AUTODESK INC4.2K shares195.58%2025-12-312026-01-22

FDL FIRST TR EXCHANGE-TRADED FD27.3K shares30.31%2025-12-312026-01-22

Sponsored

DUHP DIMENSIONAL ETF TRUST31.5K shares27.55%2025-12-312026-01-22

ARKB ARK 21SHARES BITCOIN ETF40.7K sharesnew addition2025-12-312026-01-22

ILCG ISHARES TR11.4K shares4.80%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR41.8K shares60.00%2025-12-312026-01-22

MUNI PIMCO ETF TR21.4K shares51.27%2025-12-312026-01-22

IBIT ISHARES BITCOIN TRUST ETF22.4K shares49.83%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO7.7K shares-0.01%2025-12-312026-01-22

XDQQ INNOVATOR ETFS TRUST27.7K shares57.69%2025-12-312026-01-22

Sponsored

DFGP DIMENSIONAL ETF TRUST20.1K shares30.05%2025-12-312026-01-22

BAC BANK AMERICA CORP19.6K shares54.04%2025-12-312026-01-22

FIW FIRST TR EXCHANGE-TRADED FD9.9K sharesnew addition2025-12-312026-01-22

GJUN FIRST TR EXCHNG TRADED FD VI27.0K shares-1.07%2025-12-312026-01-22

MCD MCDONALDS CORP3.5K shares18.19%2025-12-312026-01-22

CRWD CROWDSTRIKE HLDGS INC2.2K shares8.98%2025-12-312026-01-22

IJH ISHARES TR15.8K shares12.39%2025-12-312026-01-22

EJUL INNOVATOR ETFS TRUST35.1K shares17.06%2025-12-312026-01-22

Sponsored

OEF ISHARES TR3.0K shares8.10%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS3.5K shares16.93%2025-12-312026-01-22

EJAN INNOVATOR ETFS TRUST30.1K shares17.70%2025-12-312026-01-22

TRGP TARGA RES CORP5.5K sharesnew addition2025-12-312026-01-22

SO SOUTHERN CO11.6K shares6.02%2025-12-312026-01-22

CSCO CISCO SYS INC13.1K shares32.43%2025-12-312026-01-22

EATON CORP PLC EATON CORP PLC3.1K shares6.58%2025-12-312026-01-22

IEFA ISHARES TR10.8K shares21.32%2025-12-312026-01-22

Sponsored

IXUS ISHARES TR11.4K shares48.14%2025-12-312026-01-22

ALSN ALLISON TRANSMISSION HLDGS I9.7K sharesnew addition2025-12-312026-01-22

VWO VANGUARD INTL EQUITY INDEX F17.6K shares20.03%2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC4.4K shares28.36%2025-12-312026-01-22

PANW PALO ALTO NETWORKS INC5.1K shares392.97%2025-12-312026-01-22

IYW ISHARES TR4.7K shares10.60%2025-12-312026-01-22

T AT&T INC37.8K shares15.92%2025-12-312026-01-22

QCOM QUALCOMM INC5.5K shares13.21%2025-12-312026-01-22

Sponsored

VTV VANGUARD INDEX FDS4.7K shares2.32%2025-12-312026-01-22

TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares32.67%2025-12-312026-01-22

ORCL ORACLE CORP4.5K shares8.00%2025-12-312026-01-22

MPWR MONOLITHIC PWR SYS INC974 sharesnew addition2025-12-312026-01-22

KO COCA COLA CO12.6K shares21.36%2025-12-312026-01-22

WTS WATTS WATER TECHNOLOGIES INC3.1K sharesnew addition2025-12-312026-01-22

SPYV SPDR SERIES TRUST15.2K shares7.67%2025-12-312026-01-22

SEIX VIRTUS ETF TR II37.0K sharesnew addition2025-12-312026-01-22

Sponsored

VGT VANGUARD WORLD FD1.1K shares60.90%2025-12-312026-01-22

AMAT APPLIED MATLS INC3.3K shares18.98%2025-12-312026-01-22

SPYI NEOS ETF TRUST15.9K shares45.10%2025-12-312026-01-22

DFAU DIMENSIONAL ETF TRUST17.7K shares47.82%2025-12-312026-01-22

SPYG SPDR SERIES TRUST7.7K shares22.46%2025-12-312026-01-22

SCHG SCHWAB STRATEGIC TR24.7K shares257.26%2025-12-312026-01-22

CENCORA INC CENCORA INC2.4K shares2.67%2025-12-312026-01-22

IWF ISHARES TR1.7K shares48.25%2025-12-312026-01-22

Sponsored

PEP PEPSICO INC5.4K shares-0.74%2025-12-312026-01-22

ET ENERGY TRANSFER L P46.5K shares-0.78%2025-12-312026-01-22

IWR ISHARES TR7.9K shares16.32%2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.0K shares53.15%2025-12-312026-01-22

MO ALTRIA GROUP INC13.1K shares21.71%2025-12-312026-01-22

LHX L3HARRIS TECHNOLOGIES INC2.6K shares8.22%2025-12-312026-01-22

FLRN SPDR SERIES TRUST24.2K sharesnew addition2025-12-312026-01-22

GS GOLDMAN SACHS GROUP INC824 shares101.47%2025-12-312026-01-22

Sponsored

BLACKROCK INC BLACKROCK INC675 shares20.75%2025-12-312026-01-22

CB CHUBB LIMITED2.3K shares7.58%2025-12-312026-01-22

DGCB DIMENSIONAL ETF TRUST13.1K shares47.79%2025-12-312026-01-22

SECT NORTHERN LTS FD TR IV10.9K shares2.59%2025-12-312026-01-22

R RYDER SYS INC3.7K shares-11.03%2025-12-312026-01-22

WFC WELLS FARGO CO NEW7.5K shares88.45%2025-12-312026-01-22

LPLA LPL FINL HLDGS INC1.9K sharesnew addition2025-12-312026-01-22

FEP FIRST TR EXCH TRD ALPHDX FD12.9K sharesnew addition2025-12-312026-01-22

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST25.6K sharesnew addition2025-12-312026-01-22

VB VANGUARD INDEX FDS2.6K shares99.85%2025-12-312026-01-22

SSNC SS&C TECHNOLOGIES HLDGS INC7.7K sharesnew addition2025-12-312026-01-22

MU MICRON TECHNOLOGY INC2.4K shares41.59%2025-12-312026-01-22

LISTED FDS TR LISTED FDS TR67.9K sharesnew addition2025-12-312026-01-22

APD AIR PRODS & CHEMS INC2.7K shares8.30%2025-12-312026-01-22

UBER UBER TECHNOLOGIES INC8.2K shares75.65%2025-12-312026-01-22

HON HONEYWELL INTL INC3.4K shares11.80%2025-12-312026-01-22

Sponsored

PSMT PRICESMART INC5.4K sharesnew addition2025-12-312026-01-22

IMCB ISHARES TR8.0K shares4.87%2025-12-312026-01-22

CAT CATERPILLAR INC1.1K shares48.12%2025-12-312026-01-22

BIL SPDR SERIES TRUST7.2K shares1.79%2025-12-312026-01-22

SLV ISHARES SILVER TR10.0K shares66.97%2025-12-312026-01-22

EXPD EXPEDITORS INTL WASH INC4.3K sharesnew addition2025-12-312026-01-22

VT VANGUARD INTL EQUITY INDEX F4.5K shares-0.24%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS4.4K shares53.60%2025-12-312026-01-22

Sponsored

UJAN INNOVATOR ETFS TRUST14.7K shares14.08%2025-12-312026-01-22

UAPR INNOVATOR ETFS TRUST19.4K shares11.05%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC3.9K shares34.21%2025-12-312026-01-22

MZTI MARZETTI COMPANY3.8K shares1.30%2025-12-312026-01-22

IJR ISHARES TR5.2K shares17.87%2025-12-312026-01-22

UJUL INNOVATOR ETFS TRUST15.9K shares13.36%2025-12-312026-01-22

BLACKSTONE INC BLACKSTONE INC4.0K shares24.29%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC5.8K shares22.40%2025-12-312026-01-22

Sponsored

ETHA ISHARES ETHEREUM TR27.3K sharesnew addition2025-12-312026-01-22

CRUS CIRRUS LOGIC INC5.2K sharesnew addition2025-12-312026-01-22

YUM YUM BRANDS INC4.0K sharesnew addition2025-12-312026-01-22

JBND J P MORGAN EXCHANGE TRADED F11.3K shares39.32%2025-12-312026-01-22

IWY ISHARES TR2.2K sharesnew addition2025-12-312026-01-22

FDVV FIDELITY COVINGTON TRUST10.7K sharesnew addition2025-12-312026-01-22

LOW LOWES COS INC2.5K shares9.58%2025-12-312026-01-22

NOW SERVICENOW INC3.9K shares425.63%2025-12-312026-01-22

Sponsored

DFCF DIMENSIONAL ETF TRUST14.1K shares90.00%2025-12-312026-01-22

TDSC EXCHANGE LISTED FDS TR23.6K shares-37.44%2025-12-312026-01-22

UOCT INNOVATOR ETFS TRUST15.2K shares15.27%2025-12-312026-01-22

FDT FIRST TR EXCH TRD ALPHDX FD7.4K sharesnew addition2025-12-312026-01-22

SPG SIMON PPTY GROUP INC NEW3.2K shares14.91%2025-12-312026-01-22

XLRE SELECT SECTOR SPDR TR14.3K sharesnew addition2025-12-312026-01-22

F FORD MTR CO43.8K sharesnew addition2025-12-312026-01-22

DFSD DIMENSIONAL ETF TRUST12.0K shares28.63%2025-12-312026-01-22

Sponsored

CLSM EXCHANGE LISTED FDS TR24.3K shares-43.17%2025-12-312026-01-22

XIMR FIRST TR EXCHNG TRADED FD VI18.0K shares-47.34%2025-12-312026-01-22

UNP UNION PAC CORP2.4K shares24.79%2025-12-312026-01-22

FIXD FIRST TR EXCHNG TRADED FD VI12.6K shares10.73%2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE1.8K shares55.69%2025-12-312026-01-22

XDEC FIRST TR EXCHNG TRADED FD VI13.5K shares20.45%2025-12-312026-01-22

DFAT DIMENSIONAL ETF TRUST9.2K shares-2.98%2025-12-312026-01-22

FMF FIRST TR EXCHANGE-TRADED FD11.6K sharesnew addition2025-12-312026-01-22

Sponsored

ED CONSOLIDATED EDISON INC5.5K shares-3.39%2025-12-312026-01-22

IWM ISHARES TR2.2K shares13.58%2025-12-312026-01-22

CCL CARNIVAL CORP17.5K shares2.09%2025-12-312026-01-22

IDCC INTERDIGITAL INC1.7K sharesnew addition2025-12-312026-01-22

UGI UGI CORP NEW14.2K sharesnew addition2025-12-312026-01-22

XBJA INNOVATOR ETFS TRUST16.6K shares60.84%2025-12-312026-01-22

XBJL INNOVATOR ETFS TRUST13.8K shares60.98%2025-12-312026-01-22

XBAP INNOVATOR ETFS TRUST13.7K shares61.14%2025-12-312026-01-22

Sponsored

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST26.4K sharesnew addition2025-12-312026-01-22

FTLS FIRST TR EXCH TRADED FD III7.4K sharesnew addition2025-12-312026-01-22

XBOC INNOVATOR ETFS TRUST15.7K shares60.88%2025-12-312026-01-22

SPAB SPDR SERIES TRUST20.4K shares-8.34%2025-12-312026-01-22

CELESTICA INC CELESTICA INC1.8K shares21.34%2025-12-312026-01-22

IFRA ISHARES TR9.8K sharesnew addition2025-12-312026-01-22

PFE PFIZER INC20.5K shares1.92%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC12.5K shares-21.53%2025-12-312026-01-22

Sponsored

INTU INTUIT767 shares-7.81%2025-12-312026-01-22

DFAI DIMENSIONAL ETF TRUST13.2K shares15.80%2025-12-312026-01-22

TMHC TAYLOR MORRISON HOME CORP8.5K sharesnew addition2025-12-312026-01-22

SCHX SCHWAB STRATEGIC TR18.5K shares-3.39%2025-12-312026-01-22

IDMO INVESCO EXCH TRADED FD TR II9.0K sharesnew addition2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS2.3K shares14.10%2025-12-312026-01-22

VTEB VANGUARD MUN BD FDS9.8K shares10.62%2025-12-312026-01-22

FJP FIRST TR EXCH TRD ALPHDX FD7.3K sharesnew addition2025-12-312026-01-22

Sponsored

GLDM WORLD GOLD TR5.7K shares21.61%2025-12-312026-01-22

BBMC J P MORGAN EXCHANGE TRADED F4.6K sharesnew addition2025-12-312026-01-22

DFLV DIMENSIONAL ETF TRUST14.3K shares-8.89%2025-12-312026-01-22

SHOP SHOPIFY INC3.0K shares8.17%2025-12-312026-01-22

FID FIRST TR EXCHANGE TRADED FD23.4K sharesnew addition2025-12-312026-01-22

FAAR FIRST TR EXCHANGE TRAD FD VI17.8K sharesnew addition2025-12-312026-01-22

DFGX DIMENSIONAL ETF TRUST9.1K shares56.21%2025-12-312026-01-22

DG DOLLAR GEN CORP NEW3.6K shares0.92%2025-12-312026-01-22

Sponsored

VOOG VANGUARD ADMIRAL FDS INC1.1K sharesnew addition2025-12-312026-01-22

RFEM FIRST TR EXCH TRADED FD III6.0K sharesnew addition2025-12-312026-01-22

WCMI FIRST TR EXCHANGE-TRADED FD27.5K sharesnew addition2025-12-312026-01-22

IWB ISHARES TR1.3K shares93.21%2025-12-312026-01-22

IQLT ISHARES TR10.1K shares-0.31%2025-12-312026-01-22

REZ ISHARES TR5.5K sharesnew addition2025-12-312026-01-22

IWD ISHARES TR2.1K shares30.64%2025-12-312026-01-22

PEG PUBLIC SVC ENTERPRISE GRP IN5.6K shares0.63%2025-12-312026-01-22

Sponsored

WELL WELLTOWER INC2.4K shares6.04%2025-12-312026-01-22

DGRO ISHARES TR6.3K shares-52.65%2025-12-312026-01-22

PSEP INNOVATOR ETFS TRUST10.0K shares-0.03%2025-12-312026-01-22

CAIE CALAMOS ETF TR16.3K shares62.89%2025-12-312026-01-22

RTX RTX CORPORATION2.4K shares68.63%2025-12-312026-01-22

VYMI VANGUARD WHITEHALL FDS4.8K shares32.75%2025-12-312026-01-22

PFEB INNOVATOR ETFS TRUST10.6K shares9.09%2025-12-312026-01-22

MEDTRONIC PLC MEDTRONIC PLC4.5K shares31.64%2025-12-312026-01-22

Sponsored

COIN COINBASE GLOBAL INC1.9K sharesnew addition2025-12-312026-01-22

EEM ISHARES TR7.9K shares-25.70%2025-12-312026-01-22

GILD GILEAD SCIENCES INC3.5K shares51.62%2025-12-312026-01-22

XLE SELECT SECTOR SPDR TR9.6K sharesnew addition2025-12-312026-01-22

COP CONOCOPHILLIPS4.6K shares22.42%2025-12-312026-01-22

CDNS CADENCE DESIGN SYSTEM INC1.4K sharesnew addition2025-12-312026-01-22

QQQI NEOS ETF TRUST7.9K sharesnew addition2025-12-312026-01-22

DE DEERE & CO902 sharesnew addition2025-12-312026-01-22

Sponsored

IWN ISHARES TR2.3K shares-0.86%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO1.1K shares84.40%2025-12-312026-01-22

D DOMINION ENERGY INC7.1K shares7.97%2025-12-312026-01-22

STIP ISHARES TR4.0K sharesnew addition2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR2.8K shares-5.63%2025-12-312026-01-22

EWC ISHARES INC7.6K sharesnew addition2025-12-312026-01-22

GLW CORNING INC4.7K shares19.68%2025-12-312026-01-22

SBAR SIMPLIFY EXCHANGE TRADED FUN15.4K shares56.95%2025-12-312026-01-22

Sponsored

FNV FRANCO NEV CORP1.9K sharesnew addition2025-12-312026-01-22

OHI OMEGA HEALTHCARE INVS INC9.0K sharesnew addition2025-12-312026-01-22

CME CME GROUP INC1.5K shares6.29%2025-12-312026-01-22

AZN ASTRAZENECA PLC4.3K shares19.02%2025-12-312026-01-22

IDXX IDEXX LABS INC582 shares-16.02%2025-12-312026-01-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.4K shares17.77%2025-12-312026-01-22

UHS UNIVERSAL HLTH SVCS INC1.8K sharesnew addition2025-12-312026-01-22

G GENPACT LIMITED8.4K sharesnew addition2025-12-312026-01-22

Sponsored

PSX PHILLIPS 663.0K shares8.87%2025-12-312026-01-22

PSTG PURE STORAGE INC5.8K shares0.50%2025-12-312026-01-22

ORLY OREILLY AUTOMOTIVE INC4.3K shares-15.17%2025-12-312026-01-22

TOTALENERGIES SE TOTALENERGIES SE5.9K sharesnew addition2025-12-312026-01-22

IWO ISHARES TR1.2K shares-4.91%2025-12-312026-01-22

FICS FIRST TR EXCHANGE TRADED FD9.6K sharesnew addition2025-12-312026-01-22

LMBS FIRST TR EXCHANGE-TRADED FD7.7K sharesnew addition2025-12-312026-01-22

APG API GROUP CORP10.0K shares64.31%2025-12-312026-01-22

Sponsored

JCI JOHNSON CTLS INTL PLC3.2K shares14.66%2025-12-312026-01-22

PBTP INVESCO EXCH TRADED FD TR II14.7K sharesnew addition2025-12-312026-01-22

LAM RESEARCH CORP LAM RESEARCH CORP2.2K shares-39.26%2025-12-312026-01-22

LINDE PLC LINDE PLC884 shares-3.60%2025-12-312026-01-22

APH AMPHENOL CORP NEW2.8K shares34.73%2025-12-312026-01-22

DIHP DIMENSIONAL ETF TRUST11.7K shares23.22%2025-12-312026-01-22

RL RALPH LAUREN CORP1.0K sharesnew addition2025-12-312026-01-22

DIS DISNEY WALT CO3.2K shares45.26%2025-12-312026-01-22

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF5.4K sharesnew addition2025-12-312026-01-22

EMXC ISHARES INC5.1K shares-8.04%2025-12-312026-01-22

DFEV DIMENSIONAL ETF TRUST10.8K shares5.48%2025-12-312026-01-22

AMGN AMGEN INC1.1K shares34.82%2025-12-312026-01-22

TJAN INNOVATOR ETFS TRUST13.3K shares0.00%2025-12-312026-01-22

VIOV VANGUARD ADMIRAL FDS INC3.7K sharesnew addition2025-12-312026-01-22

CITIGROUP INC CITIGROUP INC3.1K sharesnew addition2025-12-312026-01-22

JMEE J P MORGAN EXCHANGE TRADED F5.6K shares-24.34%2025-12-312026-01-22

Sponsored

LDOS LEIDOS HOLDINGS INC2.0K shares-1.83%2025-12-312026-01-22

DISV DIMENSIONAL ETF TRUST9.4K shares4.18%2025-12-312026-01-22

SCCO SOUTHERN COPPER CORP2.5K shares5.19%2025-12-312026-01-22

RSPR INVESCO EXCHANGE TRADED FD T10.6K sharesnew addition2025-12-312026-01-22

MGV VANGUARD WORLD FD2.5K sharesnew addition2025-12-312026-01-22

MMM 3M CO2.2K sharesnew addition2025-12-312026-01-22

CGGR CAPITAL GROUP GROWTH ETF7.9K shares19.50%2025-12-312026-01-22

FFLC FIDELITY COVINGTON TRUST6.4K shares57.36%2025-12-312026-01-22

Sponsored

XLG INVESCO EXCHANGE TRADED FD T5.7K shares14.37%2025-12-312026-01-22

MELI MERCADOLIBRE INC168 shares1.82%2025-12-312026-01-22

BMY BRISTOL-MYERS SQUIBB CO6.3K sharesnew addition2025-12-312026-01-22

BA BOEING CO1.6K shares11.14%2025-12-312026-01-22

CGDV CAPITAL GROUP DIVIDEND VALUE7.6K sharesnew addition2025-12-312026-01-22

EVRG EVERGY INC4.6K shares4.17%2025-12-312026-01-22

MNST MONSTER BEVERAGE CORP NEW4.3K shares-0.46%2025-12-312026-01-22

WM WASTE MGMT INC DEL1.5K sharesnew addition2025-12-312026-01-22

Sponsored

JAAA JANUS DETROIT STR TR6.5K sharesnew addition2025-12-312026-01-22

DELL DELL TECHNOLOGIES INC2.6K shares10.11%2025-12-312026-01-22

ZAPR INNOVATOR ETFS TRUST12.6K shares-0.81%2025-12-312026-01-22

RCL ROYAL CARIBBEAN GROUP1.2K shares14.75%2025-12-312026-01-22

CAH CARDINAL HEALTH INC1.6K shares-1.26%2025-12-312026-01-22

GRPM INVESCO EXCHANGE TRADED FD T2.7K sharesnew addition2025-12-312026-01-22

USB US BANCORP DEL6.0K shares23.62%2025-12-312026-01-22

XLU SELECT SECTOR SPDR TR7.5K shares93.39%2025-12-312026-01-22

Sponsored

XLF SELECT SECTOR SPDR TR5.8K shares-38.82%2025-12-312026-01-22

SPHD INVESCO EXCH TRADED FD TR II6.7K sharesnew addition2025-12-312026-01-22

JEPQ J P MORGAN EXCHANGE TRADED F5.5K shares-22.81%2025-12-312026-01-22

FPXE FIRST TR EXCHANGE TRADED FD10.1K sharesnew addition2025-12-312026-01-22

GEV GE VERNOVA INC483 shares32.69%2025-12-312026-01-22

CORT CORCEPT THERAPEUTICS INC9.0K sharesnew addition2025-12-312026-01-22

CRM SALESFORCE INC1.2K shares-10.42%2025-12-312026-01-22

SGOV ISHARES TR3.1K shares43.55%2025-12-312026-01-22

Sponsored

CMCSA COMCAST CORP NEW10.5K shares21.38%2025-12-312026-01-22

DFIV DIMENSIONAL ETF TRUST6.3K shares5.41%2025-12-312026-01-22

ADP AUTOMATIC DATA PROCESSING IN1.2K shares60.42%2025-12-312026-01-22

JVAL J P MORGAN EXCHANGE TRADED F6.4K shares-1.18%2025-12-312026-01-22

SBUX STARBUCKS CORP3.6K shares40.64%2025-12-312026-01-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K sharesnew addition2025-12-312026-01-22

A AGILENT TECHNOLOGIES INC2.2K shares-23.43%2025-12-312026-01-22

ETR ENTERGY CORP NEW3.3K shares-7.53%2025-12-312026-01-22

Sponsored

MOAT VANECK ETF TRUST2.9K shares-60.78%2025-12-312026-01-22

SIVR ABRDN SILVER ETF TRUST4.4K sharesnew addition2025-12-312026-01-22

NFTY FIRST TR EXCH TRD ALPHDX FD5.1K sharesnew addition2025-12-312026-01-22

SPEM SPDR INDEX SHS FDS6.2K shares-0.97%2025-12-312026-01-22

COF CAPITAL ONE FINL CORP1.2K sharesnew addition2025-12-312026-01-22

SOXX ISHARES TR962 sharesnew addition2025-12-312026-01-22

DFGR DIMENSIONAL ETF TRUST11.0K shares27.14%2025-12-312026-01-22

GAPR FIRST TR EXCHNG TRADED FD VI7.2K shares-0.14%2025-12-312026-01-22

Sponsored

VBK VANGUARD INDEX FDS949 sharesnew addition2025-12-312026-01-22

CG CARLYLE GROUP INC4.8K shares-36.74%2025-12-312026-01-22

NULG NUSHARES ETF TR2.9K shares1.18%2025-12-312026-01-22

TMO THERMO FISHER SCIENTIFIC INC490 sharesnew addition2025-12-312026-01-22

AVDE AMERICAN CENTY ETF TR3.4K shares-0.69%2025-12-312026-01-22

QQQM INVESCO EXCH TRADED FD TR II1.1K sharesnew addition2025-12-312026-01-22

ADI ANALOG DEVICES INC1.0K sharesnew addition2025-12-312026-01-22

BBSC J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2025-12-312026-01-22

Sponsored

TJX TJX COS INC NEW1.8K sharesnew addition2025-12-312026-01-22

IGEB ISHARES TR6.1K sharesnew addition2025-12-312026-01-22

EELV INVESCO EXCH TRADED FD TR II10.2K sharesnew addition2025-12-312026-01-22

IGF ISHARES TR4.5K shares21.92%2025-12-312026-01-22

SHEL SHELL PLC3.7K shares14.83%2025-12-312026-01-22

INTC INTEL CORP7.4K sharesnew addition2025-12-312026-01-22

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.2K shares4.73%2025-12-312026-01-22

APP APPLOVIN CORP402 sharesnew addition2025-12-312026-01-22

Sponsored

ADBE ADOBE INC765 shares18.06%2025-12-312026-01-22

DFAS DIMENSIONAL ETF TRUST3.8K shares-4.77%2025-12-312026-01-22

SNOW SNOWFLAKE INC1.2K sharesnew addition2025-12-312026-01-22

ALL ALLSTATE CORP1.3K shares18.83%2025-12-312026-01-22

JD JD.COM INC9.2K shares0.12%2025-12-312026-01-22

CEG CONSTELLATION ENERGY CORP743 sharesnew addition2025-12-312026-01-22

DFAE DIMENSIONAL ETF TRUST8.0K shares10.72%2025-12-312026-01-22

NULV NUSHARES ETF TR5.8K shares-8.68%2025-12-312026-01-22

Sponsored

ENB ENBRIDGE INC5.4K sharesnew addition2025-12-312026-01-22

VTWO VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2025-12-312026-01-22

TXN TEXAS INSTRS INC1.5K sharesnew addition2025-12-312026-01-22

PLD PROLOGIS INC.2.0K sharesnew addition2025-12-312026-01-22

DBA INVESCO DB MULTI-SECTOR COMM9.9K shares-25.29%2025-12-312026-01-22

NKE NIKE INC3.9K shares-23.29%2025-12-312026-01-22

AVEM AMERICAN CENTY ETF TR3.2K shares5.69%2025-12-312026-01-22

GMAR FIRST TR EXCHNG TRADED FD VI6.0K shares-0.15%2025-12-312026-01-22

Sponsored

CVS CVS HEALTH CORP3.1K sharesnew addition2025-12-312026-01-22

VCSH VANGUARD SCOTTSDALE FDS3.1K sharesnew addition2025-12-312026-01-22

ISRG INTUITIVE SURGICAL INC433 sharesnew addition2025-12-312026-01-22

FTCS FIRST TR EXCHANGE-TRADED FD2.6K shares-29.65%2025-12-312026-01-22

PGR PROGRESSIVE CORP1.0K shares10.54%2025-12-312026-01-22

XSD SPDR SERIES TRUST741 sharesnew addition2025-12-312026-01-22

FLN FIRST TR EXCH TRD ALPHDX FD10.5K sharesnew addition2025-12-312026-01-22

BJUL INNOVATOR ETFS TRUST4.7K shares0.00%2025-12-312026-01-22

Sponsored

IVLU ISHARES TR6.1K shares-11.09%2025-12-312026-01-22

GLOF ISHARES TR4.4K shares-0.41%2025-12-312026-01-22

FVD FIRST TR EXCHANGE-TRADED FD5.0K sharesnew addition2025-12-312026-01-22

AMT AMERICAN TOWER CORP NEW1.3K shares19.76%2025-12-312026-01-22

MSI MOTOROLA SOLUTIONS INC594 shares27.74%2025-12-312026-01-22

TRU TRANSUNION2.6K shares-30.48%2025-12-312026-01-22

DIA SPDR DOW JONES INDL AVERAGE464 sharesnew addition2025-12-312026-01-22

IQDG WISDOMTREE TR5.3K shares0.51%2025-12-312026-01-22

Sponsored

CSX CSX CORP6.0K sharesnew addition2025-12-312026-01-22

NUDM NUSHARES ETF TR6.0K shares-1.09%2025-12-312026-01-22

PCG PG&E CORP13.4K shares-0.62%2025-12-312026-01-22

SHYM BLACKROCK ETF TRUST II9.7K shares0.00%2025-12-312026-01-22

PAVE GLOBAL X FDS4.5K sharesnew addition2025-12-312026-01-22

TGT TARGET CORP2.2K sharesnew addition2025-12-312026-01-22

VDC VANGUARD WORLD FD1.0K sharesnew addition2025-12-312026-01-22

SRE SEMPRA2.4K sharesnew addition2025-12-312026-01-22

Sponsored

MCO MOODYS CORP408 sharesnew addition2025-12-312026-01-22

FITB FIFTH THIRD BANCORP4.4K sharesnew addition2025-12-312026-01-22

O REALTY INCOME CORP3.6K sharesnew addition2025-12-312026-01-22

TMUS T-MOBILE US INC1.0K shares11.42%2025-12-312026-01-22

IGIB ISHARES TR3.8K shares1.59%2025-12-312026-01-22

PNC PNC FINL SVCS GROUP INC965 sharesnew addition2025-12-312026-01-22

BSV VANGUARD BD INDEX FDS2.6K sharesnew addition2025-12-312026-01-22

FBTC FIDELITY WISE ORIGIN BITCOIN2.6K sharesnew addition2025-12-312026-01-22

Sponsored

TDSB EXCHANGE LISTED FDS TR8.4K shares-39.30%2025-12-312026-01-22

OWL BLUE OWL CAPITAL INC12.9K sharesnew addition2025-12-312026-01-22

STLA STELLANTIS N.V10.5K sharesnew addition2025-12-312026-01-22

RPHS TWO RDS SHARED TR10.4K sharesnew addition2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available