The Analysis of United Advisor Group, LLC's Holdings
Currently, United Advisor Group, LLC holds 469 types of securities in its portfolio with a total value $778.9M. In the most recent quarter, they have increased their positions in CSRE (+115.9K shares, valued at $3.0M), SYLD (+28.7K shares, valued at $2.0M), OPEN (+325.0K shares, valued at $1.9M); decreased their positions in TSLA (-4.6K shares, valued at $2.1M), COIN (-8.3K shares, valued at $1.9M), N/A (-2.0K shares, valued at $1.2M); initiated new positions in CSRE (+115.9K shares, valued at $3.0M), OPEN (+325.0K shares, valued at $1.9M), IWP (+12.0K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION142.2K shares-3.46%2025-12-312026-01-26
AAPL APPLE INC87.4K shares-1.89%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC94.9K shares-3.19%2025-12-312026-01-26 STRV EA SERIES TRUST365.9K shares3.08%2025-12-312026-01-26 AMZN AMAZON COM INC69.4K shares-0.81%2025-12-312026-01-26 MSFT MICROSOFT CORP32.7K shares4.03%2025-12-312026-01-26 ACIO ETF SER SOLUTIONS342.7K shares1.35%2025-12-312026-01-26 DGRW WISDOMTREE TR138.2K shares4.14%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD168.3K shares9.18%2025-12-312026-01-26 ALPHABET INC ALPHABET INC36.6K shares-4.56%2025-12-312026-01-26 DLN WISDOMTREE TR121.2K shares3.36%2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR387.2K shares-0.17%2025-12-312026-01-26 SPYG SPDR SERIES TRUST91.8K shares1.97%2025-12-312026-01-26 OSCV ETF SER SOLUTIONS254.7K shares4.93%2025-12-312026-01-26 TDVG T ROWE PRICE ETF INC199.0K shares3.19%2025-12-312026-01-26 QQQM INVESCO EXCH TRADED FD TR II32.7K shares1.80%2025-12-312026-01-26 TSLA TESLA INC18.2K shares-20.11%2025-12-312026-01-26 META META PLATFORMS INC12.2K shares8.20%2025-12-312026-01-26 DRSK ETF SER SOLUTIONS278.1K shares2.60%2025-12-312026-01-26 DON WISDOMTREE TR142.8K shares-3.24%2025-12-312026-01-26 DFAI DIMENSIONAL ETF TRUST185.6K shares1.47%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC69.1K shares2.75%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.21.2K shares1.23%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS101.7K shares16.31%2025-12-312026-01-26 DGRS WISDOMTREE TR121.5K shares15.83%2025-12-312026-01-26 KHPI MANAGED PORTFOLIO SERIES229.7K shares0.00%2025-12-312026-01-26 VTV VANGUARD INDEX FDS29.7K shares-12.75%2025-12-312026-01-26 FYLD CAMBRIA ETF TR169.6K shares9.42%2025-12-312026-01-26 XOM EXXON MOBIL CORP41.8K shares0.37%2025-12-312026-01-26 VUG VANGUARD INDEX FDS10.1K shares0.18%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F96.6K shares-17.35%2025-12-312026-01-26 IVV ISHARES TR7.0K shares12.95%2025-12-312026-01-26 ARDC ARES DYNAMIC CR ALLOCATION F350.0K shares-0.53%2025-12-312026-01-26 AGG ISHARES TR45.4K shares-0.26%2025-12-312026-01-26 IEMG ISHARES INC67.0K shares3.08%2025-12-312026-01-26 CGXU CAPITAL GROUP INTL FOCUS EQT151.5K shares10.56%2025-12-312026-01-26 SPYV SPDR SERIES TRUST78.3K shares4.08%2025-12-312026-01-26 JCPB J P MORGAN EXCHANGE TRADED F93.3K shares5.01%2025-12-312026-01-26 WMT WALMART INC39.3K shares5.26%2025-12-312026-01-26 GSEW GOLDMAN SACHS ETF TR51.4K shares4.75%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC20.0K shares-10.61%2025-12-312026-01-26 DPG DUFF & PHELPS UTLITY AND INF336.7K shares-4.72%2025-12-312026-01-26 SYLD CAMBRIA ETF TR61.3K shares88.19%2025-12-312026-01-26 HTRB HARTFORD FDS EXCHANGE TRADED124.1K shares9.95%2025-12-312026-01-26 FRDM EA SERIES TRUST82.4K shares11.46%2025-12-312026-01-26 EYLD CAMBRIA ETF TR106.6K shares12.89%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS50.7K shares24.15%2025-12-312026-01-26 FSK FS KKR CAP CORP244.1K shares-12.73%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR120.2K shares13.39%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR125.4K shares9.24%2025-12-312026-01-26 IJR ISHARES TR29.6K shares-7.66%2025-12-312026-01-26 SHOP SHOPIFY INC22.1K shares-22.73%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO24.8K shares-1.44%2025-12-312026-01-26 FPE FIRST TR EXCH TRADED FD III183.9K shares4.71%2025-12-312026-01-26 QUAL ISHARES TR16.7K shares-14.44%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR120.1K shares71.69%2025-12-312026-01-26 REGL PROSHARES TR38.4K shares-19.26%2025-12-312026-01-26 VIGI VANGUARD WHITEHALL FDS34.5K shares-1.86%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F54.8K shares-4.40%2025-12-312026-01-26 DGS WISDOMTREE TR54.6K shares-7.40%2025-12-312026-01-26 DIVO AMPLIFY ETF TR67.5K shares19.60%2025-12-312026-01-26 SDVY FIRST TR EXCHANGE-TRADED FD77.8K shares28.85%2025-12-312026-01-26 JUCY ETF SER SOLUTIONS134.0K shares2.17%2025-12-312026-01-26 CSRE COHEN & STEERS ETF TRUST115.9K sharesnew addition2025-12-312026-01-26 DYNF BLACKROCK ETF TRUST48.5K shares3.95%2025-12-312026-01-26 MFIC MIDCAP FINANCIAL INVSTMNT CO255.7K shares-5.58%2025-12-312026-01-26 GBDC GOLUB CAP BDC INC215.1K shares-2.54%2025-12-312026-01-26 STWD STARWOOD PPTY TR INC161.3K shares-1.46%2025-12-312026-01-26 V VISA INC8.1K shares0.99%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR84.7K shares-0.81%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC66.2K shares-5.21%2025-12-312026-01-26 TCAF T ROWE PRICE ETF INC70.0K shares42.35%2025-12-312026-01-26 IMCB ISHARES TR31.2K shares2.18%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR17.8K shares123.15%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS52.4K shares20.79%2025-12-312026-01-26 CGCB CAPITAL GRP FIXED INCM ETF T95.2K shares3.99%2025-12-312026-01-26 ALPHABET INC ALPHABET INC7.7K shares1.74%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR3.4K shares-3.93%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW2.7K shares-1.69%2025-12-312026-01-26 BALI BLACKROCK ETF TRUST72.5K shares5.32%2025-12-312026-01-26 BAI BLACKROCK ETF TRUST68.5K shares422.52%2025-12-312026-01-26 IVE ISHARES TR10.6K shares4.65%2025-12-312026-01-26 PFE PFIZER INC89.4K shares49.28%2025-12-312026-01-26 SMDV PROSHARES TR33.6K shares-30.64%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC13.8K shares9.97%2025-12-312026-01-26 WTV WISDOMTREE TR23.7K shares100.63%2025-12-312026-01-26 IVW ISHARES TR17.9K shares246.16%2025-12-312026-01-26 EPD ENTERPRISE PRODS PARTNERS L66.7K shares2.61%2025-12-312026-01-26 ARCC ARES CAPITAL CORP105.6K shares0.16%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS42.0K shares3.44%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F39.2K shares2.55%2025-12-312026-01-26 VTI VANGUARD INDEX FDS6.1K shares2.15%2025-12-312026-01-26 SGOV ISHARES TR20.3K shares21.16%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS6.9K shares1.06%2025-12-312026-01-26 BROADCOM INC BROADCOM INC5.9K shares30.83%2025-12-312026-01-26 CVX CHEVRON CORP NEW13.2K shares-9.62%2025-12-312026-01-26 IEFA ISHARES TR22.1K shares-2.01%2025-12-312026-01-26 RLY SSGA ACTIVE ETF TR61.7K shares18.25%2025-12-312026-01-26 SPHY SPDR SERIES TRUST81.0K shares-10.99%2025-12-312026-01-26 OPEN OPENDOOR TECHNOLOGIES INC325.0K sharesnew addition2025-12-312026-01-26 IDEV ISHARES TR22.9K shares1.80%2025-12-312026-01-26 MO ALTRIA GROUP INC32.1K shares8.04%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON8.7K shares10.77%2025-12-312026-01-26 IWM ISHARES TR7.3K shares276.34%2025-12-312026-01-26 IMCG ISHARES TR22.1K shares-6.23%2025-12-312026-01-26 SCHP SCHWAB STRATEGIC TR66.5K shares9.46%2025-12-312026-01-26 SEIV SEI EXCHANGE TRADED FUNDS41.2K shares6.08%2025-12-312026-01-26 SEIM SEI EXCHANGE TRADED FUNDS36.6K shares8.68%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR67.8K shares21.23%2025-12-312026-01-26 IWP ISHARES TR12.0K sharesnew addition2025-12-312026-01-26 MUB ISHARES TR15.0K shares7.19%2025-12-312026-01-26 BAC BANK AMERICA CORP29.1K shares-3.47%2025-12-312026-01-26 LLY ELI LILLY & CO1.5K shares24.64%2025-12-312026-01-26 CBSH COMMERCE BANCSHARES INC30.5K shares3.43%2025-12-312026-01-26 MCD MCDONALDS CORP5.2K shares-0.13%2025-12-312026-01-26 JMUB J P MORGAN EXCHANGE TRADED F31.3K shares-0.39%2025-12-312026-01-26 SPYM SPDR SERIES TRUST19.7K shares14.05%2025-12-312026-01-26 XCEM COLUMBIA ETF TR II41.1K shares-28.53%2025-12-312026-01-26 GLD SPDR GOLD TR3.9K shares-2.20%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC5.5K shares-24.65%2025-12-312026-01-26 ARKK ARK ETF TR19.7K shares0.94%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC2.6K shares-5.73%2025-12-312026-01-26 PGR PROGRESSIVE CORP6.6K shares0.72%2025-12-312026-01-26 IEF ISHARES TR15.4K sharesnew addition2025-12-312026-01-26 CGGR CAPITAL GROUP GROWTH ETF32.8K shares5.68%2025-12-312026-01-26 NBIS NEBIUS GROUP N.V.17.4K sharesnew addition2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO27.0K shares37.58%2025-12-312026-01-26 FBND FIDELITY MERRIMACK STR TR31.6K shares15.01%2025-12-312026-01-26 CGBL CAPITAL GROUP CORE BALANCED40.3K shares15.36%2025-12-312026-01-26 KO COCA COLA CO20.1K shares25.47%2025-12-312026-01-26 NEM NEWMONT CORP13.9K shares52.50%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC1.6K shares2.88%2025-12-312026-01-26 USMF WISDOMTREE TR26.9K shares41.49%2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR46.7K shares3.73%2025-12-312026-01-26 CWS ADVISORSHARES TR20.0K sharesnew addition2025-12-312026-01-26 ADME ETF SER SOLUTIONS26.5K shares-0.32%2025-12-312026-01-26 MPC MARATHON PETE CORP8.4K shares6.60%2025-12-312026-01-26 CGCP CAPITAL GRP FIXED INCM ETF T60.0K shares26.51%2025-12-312026-01-26 SPAB SPDR SERIES TRUST52.6K shares26.55%2025-12-312026-01-26 JMST J P MORGAN EXCHANGE TRADED F26.5K shares-0.24%2025-12-312026-01-26 IWD ISHARES TR6.3K sharesnew addition2025-12-312026-01-26 ABBV ABBVIE INC5.7K shares5.01%2025-12-312026-01-26 IHDG WISDOMTREE TR26.5K shares-6.54%2025-12-312026-01-26 BOXX EA SERIES TRUST11.0K shares4.09%2025-12-312026-01-26 TOUS T ROWE PRICE ETF INC36.4K shares30.45%2025-12-312026-01-26 TOTR T ROWE PRICE ETF INC30.4K shares-7.70%2025-12-312026-01-26 TLT ISHARES TR14.1K shares-29.18%2025-12-312026-01-26 THRO BLACKROCK ETF TRUST31.7K shares100.80%2025-12-312026-01-26 HD HOME DEPOT INC3.5K shares-4.30%2025-12-312026-01-26 CSCO CISCO SYS INC15.7K shares4.06%2025-12-312026-01-26 VBR VANGUARD INDEX FDS5.7K shares0.09%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC3.5K shares-7.47%2025-12-312026-01-26 ORCL ORACLE CORP5.9K shares101.03%2025-12-312026-01-26 SUB ISHARES TR10.6K shares2.71%2025-12-312026-01-26 IBIT ISHARES BITCOIN TRUST ETF22.7K shares-24.75%2025-12-312026-01-26 T AT&T INC45.1K shares0.99%2025-12-312026-01-26 IWF ISHARES TR2.3K sharesnew addition2025-12-312026-01-26 IGIB ISHARES TR20.5K shares-21.42%2025-12-312026-01-26 CINF CINCINNATI FINL CORP6.7K shares-4.14%2025-12-312026-01-26 MMM 3M CO6.8K shares10.77%2025-12-312026-01-26 ETHA ISHARES ETHEREUM TR46.7K sharesnew addition2025-12-312026-01-26 BCSF BAIN CAP SPECIALTY FIN INC74.1K shares0.10%2025-12-312026-01-26 ASML ASML HOLDING N V952 shares9.80%2025-12-312026-01-26 DDLS WISDOMTREE TR23.6K shares-3.25%2025-12-312026-01-26 RTX RTX CORPORATION5.5K shares1.70%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR42.0K shares40.43%2025-12-312026-01-26 HYG ISHARES TR12.4K shares0.02%2025-12-312026-01-26 SPMO INVESCO EXCH TRADED FD TR II8.3K shares-2.82%2025-12-312026-01-26 GAIN GLADSTONE INVT CORP70.8K shares-9.79%2025-12-312026-01-26 SO SOUTHERN CO11.3K shares12.47%2025-12-312026-01-26 NFLX NETFLIX INC10.5K shares880.47%2025-12-312026-01-26 CAT CATERPILLAR INC1.7K shares7.08%2025-12-312026-01-26 GSBD GOLDMAN SACHS BDC INC105.3K shares-20.16%2025-12-312026-01-26 GRID FIRST TR EXCHANGE TRADED FD6.3K shares2.51%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE3.1K shares0.52%2025-12-312026-01-26 FANG DIAMONDBACK ENERGY INC6.2K shares1.48%2025-12-312026-01-26 PHYL PGIM ETF TR26.2K shares9.92%2025-12-312026-01-26 PWR QUANTA SVCS INC2.2K shares0.32%2025-12-312026-01-26 VONG VANGUARD SCOTTSDALE FDS7.5K shares11.32%2025-12-312026-01-26 TBUX T ROWE PRICE ETF INC18.1K shares1.91%2025-12-312026-01-26 FNX FIRST TR EXCHANGE-TRADED ALP7.2K shares0.13%2025-12-312026-01-26 SHLD GLOBAL X FDS13.9K sharesnew addition2025-12-312026-01-26 HYGH ISHARES U S ETF TR10.4K shares-22.90%2025-12-312026-01-26 VOOG VANGUARD ADMIRAL FDS INC2.0K shares0.90%2025-12-312026-01-26 VGT VANGUARD WORLD FD1.2K shares0.86%2025-12-312026-01-26 ICVT ISHARES TR9.0K shares-21.15%2025-12-312026-01-26 MA MASTERCARD INCORPORATED1.5K shares-7.48%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP1.8K shares13.63%2025-12-312026-01-26 KMI KINDER MORGAN INC DEL31.5K shares2.35%2025-12-312026-01-26 NLR VANECK ETF TRUST7.0K sharesnew addition2025-12-312026-01-26 JMEE J P MORGAN EXCHANGE TRADED F13.4K shares160.15%2025-12-312026-01-26 BUYW NORTHERN LTS FD TR IV59.5K shares13.43%2025-12-312026-01-26 COIN COINBASE GLOBAL INC3.8K shares-68.92%2025-12-312026-01-26 CLIP GLOBAL X FDS8.5K shares1.83%2025-12-312026-01-26 EMB ISHARES TR8.7K shares-20.92%2025-12-312026-01-26 SEIQ SEI EXCHANGE TRADED FUNDS21.3K shares11.48%2025-12-312026-01-26 CPRT COPART INC20.9K shares75.57%2025-12-312026-01-26 QLD PROSHARES TR11.6K sharesnew addition2025-12-312026-01-26 ROKU ROKU INC7.5K shares-49.60%2025-12-312026-01-26 VTIP VANGUARD MALVERN FDS16.1K shares12.87%2025-12-312026-01-26 FDX FEDEX CORP2.7K shares-1.68%2025-12-312026-01-26 AMT AMERICAN TOWER CORP NEW4.5K shares0.07%2025-12-312026-01-26 QGRW WISDOMTREE TR13.4K shares19.36%2025-12-312026-01-26 APH AMPHENOL CORP NEW5.8K shares18.94%2025-12-312026-01-26 XLG INVESCO EXCHANGE TRADED FD T13.2K shares-1.50%2025-12-312026-01-26 TTEQ T ROWE PRICE ETF INC24.0K shares1.65%2025-12-312026-01-26 MOAT VANECK ETF TRUST7.4K shares0.04%2025-12-312026-01-26 DIS DISNEY WALT CO6.7K shares-7.39%2025-12-312026-01-26 VOE VANGUARD INDEX FDS4.2K shares-1.21%2025-12-312026-01-26 MGK VANGUARD WORLD FD1.8K shares-11.90%2025-12-312026-01-26 LOW LOWES COS INC3.1K shares-8.22%2025-12-312026-01-26 SPTL SPDR SERIES TRUST28.0K shares-39.12%2025-12-312026-01-26 FIXD FIRST TR EXCHNG TRADED FD VI16.7K shares-28.84%2025-12-312026-01-26 BR BROADRIDGE FINL SOLUTIONS IN3.3K shares1.11%2025-12-312026-01-26 AMAT APPLIED MATLS INC2.8K shares-37.31%2025-12-312026-01-26 CIBR FIRST TR EXCHANGE TRADED FD10.1K shares8.13%2025-12-312026-01-26 PYPL PAYPAL HLDGS INC12.3K shares8.92%2025-12-312026-01-26 QTEC FIRST TR EXCHANGE-TRADED FD3.1K shares2.35%2025-12-312026-01-26 USMV ISHARES TR7.4K shares-12.13%2025-12-312026-01-26 XYZ BLOCK INC10.6K shares-13.56%2025-12-312026-01-26 NTSX WISDOMTREE TR12.4K shares3.47%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS14.4K shares37.39%2025-12-312026-01-26 CRM SALESFORCE INC2.5K shares5.40%2025-12-312026-01-26 MTUM ISHARES TR2.7K shares2.14%2025-12-312026-01-26 EMMF WISDOMTREE TR21.0K shares149.32%2025-12-312026-01-26 NET CLOUDFLARE INC3.3K shares-19.88%2025-12-312026-01-26 HOOD ROBINHOOD MKTS INC5.8K shares-3.49%2025-12-312026-01-26 GBTC GRAYSCALE BITCOIN TRUST ETF9.5K shares0.00%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K shares8.80%2025-12-312026-01-26 MBB ISHARES TR6.8K shares-12.60%2025-12-312026-01-26 IJH ISHARES TR9.8K shares-6.43%2025-12-312026-01-26 PEP PEPSICO INC4.5K shares8.07%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC1.1K shares-5.25%2025-12-312026-01-26 VFMO VANGUARD WELLINGTON FD3.3K shares0.00%2025-12-312026-01-26 SPG SIMON PPTY GROUP INC NEW3.4K shares5.71%2025-12-312026-01-26 NOC NORTHROP GRUMMAN CORP1.1K shares-11.51%2025-12-312026-01-26 SEIE SEI EXCHANGE TRADED FUNDS19.0K shares21.90%2025-12-312026-01-26 ACWV ISHARES INC5.2K shares3.30%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.55%2025-12-312026-01-26 KGS KODIAK GAS SVCS INC15.8K shares1.96%2025-12-312026-01-26 WPM WHEATON PRECIOUS METALS CORP4.8K shares-1.81%2025-12-312026-01-26 CTAS CINTAS CORP3.0K shares0.71%2025-12-312026-01-26 UCON FIRST TR EXCHNG TRADED FD VI22.4K shares-31.13%2025-12-312026-01-26 XTEN BONDBLOXX ETF TRUST12.2K shares-1.72%2025-12-312026-01-26 RWL INVESCO EXCH TRADED FD TR II4.9K shares6.02%2025-12-312026-01-26 XLC SELECT SECTOR SPDR TR4.7K shares1.41%2025-12-312026-01-26 TGT TARGET CORP5.7K shares-22.62%2025-12-312026-01-26 WINN HARBOR ETF TRUST17.9K shares3.44%2025-12-312026-01-26 USIG ISHARES TR10.7K shares-8.84%2025-12-312026-01-26 TECB ISHARES TR9.1K shares3.66%2025-12-312026-01-26 NEE NEXTERA ENERGY INC6.9K shares25.10%2025-12-312026-01-26 TEVA TEVA PHARMACEUTICAL INDS LTD17.6K shares9.32%2025-12-312026-01-26 VBK VANGUARD INDEX FDS1.8K shares0.06%2025-12-312026-01-26 TWLO TWILIO INC3.8K shares-12.68%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS3.7K shares-3.34%2025-12-312026-01-26 VB VANGUARD INDEX FDS2.0K shares-1.41%2025-12-312026-01-26 IUSG ISHARES TR3.1K shares1.43%2025-12-312026-01-26 TCPC BLACKROCK TCP CAPITAL CORP94.9K shares-33.88%2025-12-312026-01-26 IWO ISHARES TR1.6K shares87.37%2025-12-312026-01-26 BTQ BTQ TECHNOLOGIES CORP100.0K sharesnew addition2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR3.3K shares-4.61%2025-12-312026-01-26 TDIV FIRST TR EXCHANGE TRADED FD5.2K shares2.34%2025-12-312026-01-26 QCOM QUALCOMM INC2.9K shares22.37%2025-12-312026-01-26 D DOMINION ENERGY INC8.6K shares-5.18%2025-12-312026-01-26 AMGN AMGEN INC1.5K shares-3.53%2025-12-312026-01-26 DGRE WISDOMTREE TR15.9K shares-0.46%2025-12-312026-01-26 DES WISDOMTREE TR14.9K shares-59.67%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS6.2K shares-5.04%2025-12-312026-01-26 CGDV CAPITAL GROUP DIVIDEND VALUE11.2K shares-4.63%2025-12-312026-01-26 CHE CHEMED CORP NEW1.1K shares6.85%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR14.7K shares39.89%2025-12-312026-01-26 HYMB SPDR SERIES TRUST19.2K shares-1.90%2025-12-312026-01-26 DNL WISDOMTREE TR11.4K shares-3.44%2025-12-312026-01-26 SPDW SPDR INDEX SHS FDS10.5K shares19.81%2025-12-312026-01-26 AFL AFLAC INC4.2K shares104.82%2025-12-312026-01-26 ZTS ZOETIS INC3.6K shares-13.10%2025-12-312026-01-26 CGUS CAPITAL GROUP CORE EQUITY ET11.4K shares5.95%2025-12-312026-01-26 BK BANK NEW YORK MELLON CORP3.9K shares0.59%2025-12-312026-01-26 HYD VANECK ETF TRUST8.9K shares2.24%2025-12-312026-01-26 EMLC VANECK ETF TRUST17.6K shares2.73%2025-12-312026-01-26 BA BOEING CO2.1K shares0.82%2025-12-312026-01-26 INTC INTEL CORP12.2K shares12.42%2025-12-312026-01-26 VWOB VANGUARD WHITEHALL FDS6.7K shares2.57%2025-12-312026-01-26 SNPS SYNOPSYS INC953 shares-9.67%2025-12-312026-01-26 ORLY OREILLY AUTOMOTIVE INC4.8K shares-1.24%2025-12-312026-01-26 IPKW INVESCO EXCH TRADED FD TR II7.9K shares58.12%2025-12-312026-01-26 NOW SERVICENOW INC2.8K shares656.91%2025-12-312026-01-26 FITB FIFTH THIRD BANCORP9.3K shares-2.02%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC5.3K shares1.61%2025-12-312026-01-26 FLTB FIDELITY MERRIMACK STR TR8.5K shares-14.29%2025-12-312026-01-26 ROP ROPER TECHNOLOGIES INC957 shares-26.67%2025-12-312026-01-26 SUN SUNOCO LP/SUNOCO FIN CORP8.1K shares0.00%2025-12-312026-01-26 LVS LAS VEGAS SANDS CORP6.3K sharesnew addition2025-12-312026-01-26 BTI BRITISH AMERN TOB PLC7.1K shares0.92%2025-12-312026-01-26 DLTR DOLLAR TREE INC3.3K sharesnew addition2025-12-312026-01-26 ABT ABBOTT LABS3.2K shares15.70%2025-12-312026-01-26 BIL SPDR SERIES TRUST4.4K shares49.78%2025-12-312026-01-26 CGBD CARLYLE SECURED LENDING INC32.2K shares-6.39%2025-12-312026-01-26 CGGO CAPITAL GROUP GBL GROWTH EQT11.6K shares-0.98%2025-12-312026-01-26 IUSV ISHARES TR3.9K shares2.06%2025-12-312026-01-26 TCHP T ROWE PRICE ETF INC8.0K shares-9.63%2025-12-312026-01-26 BOND PIMCO ETF TR4.3K shares11.32%2025-12-312026-01-26 BKNG BOOKING HOLDINGS INC74 shares-2.63%2025-12-312026-01-26 TMSL T ROWE PRICE ETF INC11.0K sharesnew addition2025-12-312026-01-26 CPNG COUPANG INC16.7K shares4.71%2025-12-312026-01-26 VDE VANGUARD WORLD FD3.1K shares-41.06%2025-12-312026-01-26 ENB ENBRIDGE INC8.2K shares-2.92%2025-12-312026-01-26 CVNA CARVANA CO916 shares0.00%2025-12-312026-01-26 ETHE GRAYSCALE ETHEREUM TRUST ETF15.7K shares46.16%2025-12-312026-01-26 CMG CHIPOTLE MEXICAN GRILL INC10.3K shares-10.62%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP3.7K sharesnew addition2025-12-312026-01-26 TJX TJX COS INC NEW2.4K shares-53.96%2025-12-312026-01-26 IWS ISHARES TR2.6K shares2.40%2025-12-312026-01-26 XLY SELECT SECTOR SPDR TR3.1K shares92.49%2025-12-312026-01-26 COF CAPITAL ONE FINL CORP1.5K shares33.30%2025-12-312026-01-26 DBL DOUBLELINE OPPORTUNISTIC CR24.1K shares0.00%2025-12-312026-01-26 ODFL OLD DOMINION FREIGHT LINE IN2.3K sharesnew addition2025-12-312026-01-26 UNILEVER PLC UNILEVER PLC5.6K sharesnew addition2025-12-312026-01-26 IWY ISHARES TR1.3K shares-8.22%2025-12-312026-01-26 BXSL BLACKSTONE SECD LENDING FD13.8K shares-3.89%2025-12-312026-01-26 ADBE ADOBE INC1.0K shares-46.79%2025-12-312026-01-26 VO VANGUARD INDEX FDS1.2K shares-2.06%2025-12-312026-01-26 CGMU CAPITAL GRP FIXED INCM ETF T13.0K shares45.69%2025-12-312026-01-26 DSL DOUBLELINE INCOME SOLUTIONS31.6K shares-0.21%2025-12-312026-01-26 EMR EMERSON ELEC CO2.7K shares0.15%2025-12-312026-01-26 SMH VANECK ETF TRUST984 shares6.61%2025-12-312026-01-26 WFC WELLS FARGO CO NEW3.8K shares33.96%2025-12-312026-01-26 TXN TEXAS INSTRS INC2.0K shares-1.83%2025-12-312026-01-26 WM WASTE MGMT INC DEL1.6K shares-1.74%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR16.5K shares42.02%2025-12-312026-01-26 XLU SELECT SECTOR SPDR TR8.1K shares121.84%2025-12-312026-01-26 APD AIR PRODS & CHEMS INC1.4K shares44.59%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR6.2K shares-26.24%2025-12-312026-01-26 BINC BLACKROCK ETF TRUST II6.4K shares60.16%2025-12-312026-01-26 IXN ISHARES TR3.2K shares14.94%2025-12-312026-01-26 DG DOLLAR GEN CORP NEW2.5K shares-7.14%2025-12-312026-01-26 AIQ GLOBAL X FDS6.4K shares6.51%2025-12-312026-01-26 ET ENERGY TRANSFER L P19.9K shares-16.26%2025-12-312026-01-26 CRWV COREWEAVE INC4.6K shares73.23%2025-12-312026-01-26 SDY SPDR SERIES TRUST2.3K shares-8.29%2025-12-312026-01-26 MAIN MAIN STR CAP CORP5.3K shares-31.22%2025-12-312026-01-26 XLP SELECT SECTOR SPDR TR4.2K shares-2.10%2025-12-312026-01-26 VMBS VANGUARD SCOTTSDALE FDS6.8K shares-4.23%2025-12-312026-01-26 KLAC KLA CORP264 shares-53.68%2025-12-312026-01-26 ARM ARM HOLDINGS PLC2.9K shares-1.54%2025-12-312026-01-26 HWM HOWMET AEROSPACE INC1.6K shares-23.90%2025-12-312026-01-26 BCI ABRDN ETFS16.2K shares-0.97%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP358 shares23.02%2025-12-312026-01-26 OMFL INVESCO EXCH TRD SLF IDX FD5.1K shares0.00%2025-12-312026-01-26 EPS WISDOMTREE TR4.4K sharesnew addition2025-12-312026-01-26 XLI SELECT SECTOR SPDR TR2.0K shares-7.09%2025-12-312026-01-26 VV VANGUARD INDEX FDS979 shares12.40%2025-12-312026-01-26 CB CHUBB LIMITED970 shares-2.22%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR6.8K sharesnew addition2025-12-312026-01-26 GEV GE VERNOVA INC461 shares16.71%2025-12-312026-01-26 FTLS FIRST TR EXCH TRADED FD III4.2K shares0.09%2025-12-312026-01-26 INTU INTUIT450 shares5.14%2025-12-312026-01-26 QYLD GLOBAL X FDS16.8K shares-2.42%2025-12-312026-01-26 PYLD PIMCO ETF TR11.1K sharesnew addition2025-12-312026-01-26 AGGY WISDOMTREE TR6.7K shares0.29%2025-12-312026-01-26 REFI CHICAGO ATLANTIC REAL ESTATE23.9K shares-2.44%2025-12-312026-01-26 LINDE PLC LINDE PLC682 shares6.07%2025-12-312026-01-26 HDMV FIRST TR EXCH TRADED FD III8.2K shares0.56%2025-12-312026-01-26 VXUS VANGUARD STAR FDS3.8K shares6.63%2025-12-312026-01-26 METU DIREXION SHS ETF TR9.0K sharesnew addition2025-12-312026-01-26 UYG PROSHARES TR3.1K shares4.29%2025-12-312026-01-26 ADI ANALOG DEVICES INC1.0K shares14.24%2025-12-312026-01-26 PDI PIMCO DYNAMIC INCOME FD16.0K shares0.95%2025-12-312026-01-26 PCMM BONDBLOXX ETF TRUST5.6K sharesnew addition2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC973 shares0.83%2025-12-312026-01-26 WDC WESTERN DIGITAL CORP1.6K sharesnew addition2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC596 shares-17.68%2025-12-312026-01-26 GOF GUGGENHEIM STRATEGIC OPPORTU21.5K shares71.54%2025-12-312026-01-26 SPGM SPDR INDEX SHS FDS3.6K shares0.70%2025-12-312026-01-26 SPSM SPDR SERIES TRUST5.9K shares-5.40%2025-12-312026-01-26 CAH CARDINAL HEALTH INC1.3K sharesnew addition2025-12-312026-01-26 AMOM EXCHANGE LISTED FDS TR5.7K shares3.47%2025-12-312026-01-26 FVD FIRST TR EXCHANGE-TRADED FD6.0K shares-31.51%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP773 shares-4.33%2025-12-312026-01-26 DGRO ISHARES TR3.9K shares-10.13%2025-12-312026-01-26 SE SEA LTD2.1K shares-43.46%2025-12-312026-01-26 USRT ISHARES TR4.7K shares2.82%2025-12-312026-01-26 COP CONOCOPHILLIPS2.8K shares-1.75%2025-12-312026-01-26 IDV ISHARES TR6.6K shares10.04%2025-12-312026-01-26 NKE NIKE INC4.1K sharesnew addition2025-12-312026-01-26 LTPZ PIMCO ETF TR5.0K shares0.00%2025-12-312026-01-26 OBDC BLUE OWL CAPITAL CORPORATION20.8K shares-24.20%2025-12-312026-01-26 SDGR SCHRODINGER INC14.4K shares-26.52%2025-12-312026-01-26 DVN DEVON ENERGY CORP NEW7.0K sharesnew addition2025-12-312026-01-26 HUSV FIRST TR EXCH TRADED FD III6.7K shares0.21%2025-12-312026-01-26 RWK INVESCO EXCH TRADED FD TR II2.0K shares0.00%2025-12-312026-01-26 REGN REGENERON PHARMACEUTICALS331 shares-28.20%2025-12-312026-01-26 DOCU DOCUSIGN INC3.7K shares-1.64%2025-12-312026-01-26 DJUL FIRST TR EXCHNG TRADED FD VI5.3K shares-9.54%2025-12-312026-01-26 IAUM ISHARES GOLD TR5.9K shares-22.82%2025-12-312026-01-26 HON HONEYWELL INTL INC1.3K shares29.96%2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC649 shares-7.55%2025-12-312026-01-26 SEEM SEI EXCHANGE TRADED FUNDS8.1K shares21.80%2025-12-312026-01-26 IEP ICAHN ENTERPRISES LP33.3K shares-0.87%2025-12-312026-01-26 MS MORGAN STANLEY1.4K shares-46.99%2025-12-312026-01-26 SHYG ISHARES TR5.8K shares19.19%2025-12-312026-01-26 FCTR FIRST TR EXCHANGE-TRADED FD6.9K shares0.00%2025-12-312026-01-26 SSO PROSHARES TR4.2K sharesnew addition2025-12-312026-01-26 SYK STRYKER CORPORATION697 shares-5.81%2025-12-312026-01-26 IQDG WISDOMTREE TR5.9K shares0.19%2025-12-312026-01-26 MINT PIMCO ETF TR2.4K shares3.11%2025-12-312026-01-26 DE DEERE & CO518 shares5.07%2025-12-312026-01-26 SGVT SCHWAB STRATEGIC TR2.4K sharesnew addition2025-12-312026-01-26 RSJN FIRST TR EXCHNG TRADED FD VI7.0K shares-15.25%2025-12-312026-01-26 ILMN ILLUMINA INC1.8K sharesnew addition2025-12-312026-01-26 SEIS SEI EXCHANGE TRADED FUNDS8.6K sharesnew addition2025-12-312026-01-26 CAPE DOUBLELINE ETF TRUST7.4K shares19.11%2025-12-312026-01-26 IEUR ISHARES TR3.4K shares-4.88%2025-12-312026-01-26 SPGI S&P GLOBAL INC452 shares-4.24%2025-12-312026-01-26 SHEL SHELL PLC3.2K sharesnew addition2025-12-312026-01-26 SBUX STARBUCKS CORP2.8K shares-45.45%2025-12-312026-01-26 EMDV PROSHARES TR5.0K shares0.00%2025-12-312026-01-26 JIRE J P MORGAN EXCHANGE TRADED F3.1K shares-4.36%2025-12-312026-01-26 CION CION INVT CORP24.1K shares0.00%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC1.3K shares-38.22%2025-12-312026-01-26 ETG EATON VANCE TX ADV GLBL DIV10.1K shares0.31%2025-12-312026-01-26 TROW PRICE T ROWE GROUP INC2.3K shares-2.29%2025-12-312026-01-26 SKYY FIRST TR EXCHANGE TRADED FD1.8K shares0.00%2025-12-312026-01-26 PBR PETROLEO BRASILEIRO SA PETRO19.4K shares0.03%2025-12-312026-01-26 BIV VANGUARD BD INDEX FDS2.9K shares6.09%2025-12-312026-01-26 VTSI VIRTRA INC53.7K sharesnew addition2025-12-312026-01-26 FDL FIRST TR EXCHANGE-TRADED FD5.0K sharesnew addition2025-12-312026-01-26 VLUE ISHARES TR1.6K sharesnew addition2025-12-312026-01-26 ICSH ISHARES TR4.3K shares0.28%2025-12-312026-01-26 XSOE WISDOMTREE TR5.6K shares-24.22%2025-12-312026-01-26 VICI VICI PPTYS INC7.7K shares0.01%2025-12-312026-01-26 TMUS T-MOBILE US INC1.1K shares-8.75%2025-12-312026-01-26 DAL DELTA AIR LINES INC DEL3.1K sharesnew addition2025-12-312026-01-26 VRTX VERTEX PHARMACEUTICALS INC468 shares-36.59%2025-12-312026-01-26 VFQY VANGUARD WELLINGTON FD1.4K shares0.00%2025-12-312026-01-26 HCA HCA HEALTHCARE INC453 sharesnew addition2025-12-312026-01-26 MGV VANGUARD WORLD FD1.5K shares-12.99%2025-12-312026-01-26 BLV VANGUARD BD INDEX FDS3.0K shares6.58%2025-12-312026-01-26 SCZ ISHARES TR2.7K sharesnew addition2025-12-312026-01-26 CL COLGATE PALMOLIVE CO2.6K sharesnew addition2025-12-312026-01-26 EOG EOG RES INC2.0K sharesnew addition2025-12-312026-01-26 NYT NEW YORK TIMES CO3.0K sharesnew addition2025-12-312026-01-26 VOT VANGUARD INDEX FDS737 shares-4.41%2025-12-312026-01-26 DIVB ISHARES TR3.8K sharesnew addition2025-12-312026-01-26 CLF CLEVELAND-CLIFFS INC NEW14.0K shares35.06%2025-12-312026-01-26 F FORD MTR CO12.7K sharesnew addition2025-12-312026-01-26 MARA MARA HOLDINGS INC14.4K shares-81.67%2025-12-312026-01-26 PLUG PLUG POWER INC54.7K shares-14.80%2025-12-312026-01-26 FUBO FUBOTV INC11.6K shares-11.45%2025-12-312026-01-26 BITF BITFARMS LTD12.4K shares-87.60%2025-12-312026-01-26 Call Option Holdings
DHR Call CallDANAHER CORPORATION60.8K sharesnew addition2025-12-312026-01-26 ET Call CallENERGY TRANSFER L P276.3K sharesnew addition2025-12-312026-01-26 AMZN Call CallAMAZON COM INC11.9K sharesnew addition2025-12-312026-01-26 NVO Call CallNOVO-NORDISK A S12.0K sharesnew addition2025-12-312026-01-26 COIN Call CallCOINBASE GLOBAL INC500 sharesnew addition2025-12-312026-01-26 UNH Call CallUNITEDHEALTH GROUP INC300 sharesnew addition2025-12-312026-01-26 PYPL Call CallPAYPAL HLDGS INC1.3K sharesnew addition2025-12-312026-01-26 PLUG Call CallPLUG POWER INC30.0K sharesnew addition2025-12-312026-01-26 ACHR Call CallARCHER AVIATION INC5.2K sharesnew addition2025-12-312026-01-26 ETHA Call CallISHARES ETHEREUM TR1.7K sharesnew addition2025-12-312026-01-26 MARA Call CallMARA HOLDINGS INC2.8K sharesnew addition2025-12-312026-01-26 IBIT Call CallISHARES BITCOIN TRUST ETF500 sharesnew addition2025-12-312026-01-26 UBER Call CallUBER TECHNOLOGIES INC200 sharesnew addition2025-12-312026-01-26 ABTC Call CallAMERICAN BITCOIN CORP.600 sharesnew addition2025-12-312026-01-26 Put Option Holdings
No put option holdings data available