The Analysis of UPTICK PARTNERS, LLC's Holdings
Currently, UPTICK PARTNERS, LLC holds 278 types of securities in its portfolio with a total value $469.1M. In the most recent quarter, they have increased their positions in SGVT (+116.1K shares, valued at $11.7M), SPYM (+104.6K shares, valued at $8.4M), DYNF (+97.5K shares, valued at $5.9M); decreased their positions in USFR (-67.1K shares, valued at $3.4M), STXG (-57.8K shares, valued at $2.9M), STXV (-77.5K shares, valued at $2.6M); initiated new positions in DYNF (+97.5K shares, valued at $5.9M), AVLC (+63.1K shares, valued at $5.0M), FDVV (+51.2K shares, valued at $2.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USFR WISDOMTREE TR592.1K shares-10.18%2025-12-312026-02-02
FTSM FIRST TR EXCHANGE-TRADED FD312.7K shares3.95%2025-12-312026-02-02 STXV EA SERIES TRUST550.2K shares-12.35%2025-12-312026-02-02 STRV EA SERIES TRUST412.7K shares27.03%2025-12-312026-02-02 BUXX EA SERIES TRUST889.1K shares-5.11%2025-12-312026-02-02 STXG EA SERIES TRUST352.1K shares-14.10%2025-12-312026-02-02 SGVT SCHWAB STRATEGIC TR144.5K shares408.91%2025-12-312026-02-02 VUG VANGUARD INDEX FDS19.1K shares3.60%2025-12-312026-02-02 SPYM SPDR SERIES TRUST112.6K shares1303.38%2025-12-312026-02-02 MSFT MICROSOFT CORP16.0K shares12.21%2025-12-312026-02-02 VO VANGUARD INDEX FDS25.4K shares20.34%2025-12-312026-02-02 AAPL APPLE INC25.8K shares10.29%2025-12-312026-02-02 VTV VANGUARD INDEX FDS36.1K shares0.32%2025-12-312026-02-02 IVV ISHARES TR9.9K shares6.55%2025-12-312026-02-02 DYNF BLACKROCK ETF TRUST97.5K sharesnew addition2025-12-312026-02-02 CGCB CAPITAL GRP FIXED INCM ETF T214.3K shares248.79%2025-12-312026-02-02 VYM VANGUARD WHITEHALL FDS38.8K shares-15.38%2025-12-312026-02-02 AMZN AMAZON COM INC23.8K shares5.07%2025-12-312026-02-02 DFEB FIRST TR EXCHNG TRADED FD VI111.9K shares-8.91%2025-12-312026-02-02 AVLC AMERICAN CENTY ETF TR63.1K sharesnew addition2025-12-312026-02-02 ALPHABET INC ALPHABET INC14.0K shares4.23%2025-12-312026-02-02 STXM EA SERIES TRUST148.7K shares-20.38%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR5.9K shares-2.42%2025-12-312026-02-02 CGDV CAPITAL GROUP DIVIDEND VALUE86.7K shares19.34%2025-12-312026-02-02 NVDA NVIDIA CORPORATION18.7K shares3.49%2025-12-312026-02-02 VIG VANGUARD SPECIALIZED FUNDS15.6K shares-6.44%2025-12-312026-02-02 FBND FIDELITY MERRIMACK STR TR66.5K shares261.82%2025-12-312026-02-02 AVUV AMERICAN CENTY ETF TR29.4K shares106.03%2025-12-312026-02-02 VTI VANGUARD INDEX FDS8.9K shares-0.18%2025-12-312026-02-02 FDVV FIDELITY COVINGTON TRUST51.2K sharesnew addition2025-12-312026-02-02 WMT WALMART INC25.2K shares4.35%2025-12-312026-02-02 XLE SELECT SECTOR SPDR TR62.0K shares111.46%2025-12-312026-02-02 VV VANGUARD INDEX FDS8.7K shares28.51%2025-12-312026-02-02 BROADCOM INC BROADCOM INC7.8K shares6.44%2025-12-312026-02-02 SPHQ INVESCO EXCHANGE TRADED FD T33.9K shares129.06%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO17.6K shares-1.67%2025-12-312026-02-02 OEF ISHARES TR7.3K shares25.97%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.7.7K shares16.02%2025-12-312026-02-02 STXT EA SERIES TRUST122.4K shares-18.61%2025-12-312026-02-02 FENI FIDELITY COVINGTON TRUST65.3K sharesnew addition2025-12-312026-02-02 IVW ISHARES TR18.4K shares-4.73%2025-12-312026-02-02 IVE ISHARES TR10.7K shares3.44%2025-12-312026-02-02 ALPHABET INC ALPHABET INC6.8K shares1.60%2025-12-312026-02-02 GLDM WORLD GOLD TR24.9K shares19.66%2025-12-312026-02-02 XOM EXXON MOBIL CORP17.4K shares-5.19%2025-12-312026-02-02 GNOV FIRST TR EXCHNG TRADED FD VI51.4K shares-3.14%2025-12-312026-02-02 GOCT FIRST TR EXCHNG TRADED FD VI49.6K shares8.12%2025-12-312026-02-02 STXK EA SERIES TRUST58.2K shares-25.24%2025-12-312026-02-02 BIV VANGUARD BD INDEX FDS24.7K shares167.37%2025-12-312026-02-02 GMAR FIRST TR EXCHNG TRADED FD VI47.0K shares-7.14%2025-12-312026-02-02 BAI BLACKROCK ETF TRUST55.5K sharesnew addition2025-12-312026-02-02 IUSG ISHARES TR10.7K shares-0.47%2025-12-312026-02-02 AGG ISHARES TR17.9K shares87.64%2025-12-312026-02-02 TSLA TESLA INC3.8K shares7.18%2025-12-312026-02-02 GARP ISHARES TR25.2K sharesnew addition2025-12-312026-02-02 IUSV ISHARES TR16.6K shares-5.36%2025-12-312026-02-02 RDVY FIRST TR EXCHANGE TRADED FD24.4K shares-1.63%2025-12-312026-02-02 FMDE FIDELITY COVINGTON TRUST45.2K sharesnew addition2025-12-312026-02-02 VOT VANGUARD INDEX FDS5.8K shares-18.01%2025-12-312026-02-02 AVDE AMERICAN CENTY ETF TR19.3K sharesnew addition2025-12-312026-02-02 VBK VANGUARD INDEX FDS5.1K shares11.13%2025-12-312026-02-02 QUAL ISHARES TR7.8K shares96.42%2025-12-312026-02-02 XLV SELECT SECTOR SPDR TR10.0K shares29.45%2025-12-312026-02-02 CVX CHEVRON CORP NEW9.9K shares-15.75%2025-12-312026-02-02 DMAR FIRST TR EXCHNG TRADED FD VI36.2K shares-5.14%2025-12-312026-02-02 PSFO PACER FDS TR46.1K sharesnew addition2025-12-312026-02-02 OBDC BLUE OWL CAPITAL CORPORATION119.5K sharesnew addition2025-12-312026-02-02 XLP SELECT SECTOR SPDR TR19.1K shares35.02%2025-12-312026-02-02 ISHARES GOLD TR ISHARES GOLD TR18.2K sharesnew addition2025-12-312026-02-02 VB VANGUARD INDEX FDS5.6K shares14.49%2025-12-312026-02-02 DIA SPDR DOW JONES INDL AVERAGE3.0K shares-4.44%2025-12-312026-02-02 RWL INVESCO EXCH TRADED FD TR II12.4K shares-2.60%2025-12-312026-02-02 META META PLATFORMS INC2.1K shares16.13%2025-12-312026-02-02 DGRO ISHARES TR19.7K shares-4.34%2025-12-312026-02-02 MPC MARATHON PETE CORP8.4K shares-1.94%2025-12-312026-02-02 MOAT VANECK ETF TRUST12.9K shares-1.13%2025-12-312026-02-02 PKW INVESCO EXCHANGE TRADED FD T9.8K shares-2.98%2025-12-312026-02-02 VBR VANGUARD INDEX FDS6.2K shares20.78%2025-12-312026-02-02 SPYV SPDR SERIES TRUST23.0K sharesnew addition2025-12-312026-02-02 WTV WISDOMTREE TR13.3K sharesnew addition2025-12-312026-02-02 STXD EA SERIES TRUST32.6K shares-17.12%2025-12-312026-02-02 V VISA INC3.4K shares-0.06%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS18.2K shares23.29%2025-12-312026-02-02 PFE PFIZER INC45.6K shares-8.46%2025-12-312026-02-02 PMMF BLACKROCK ETF TRUST11.1K shares188.24%2025-12-312026-02-02 BND VANGUARD BD INDEX FDS14.7K shares10.31%2025-12-312026-02-02 IWD ISHARES TR5.0K shares-1.14%2025-12-312026-02-02 EVTR MORGAN STANLEY ETF TRUST19.9K sharesnew addition2025-12-312026-02-02 JNJ JOHNSON & JOHNSON4.9K shares21.41%2025-12-312026-02-02 QJUN FIRST TR EXCHNG TRADED FD VI31.9K shares-0.00%2025-12-312026-02-02 QQQM INVESCO EXCH TRADED FD TR II4.0K shares2.82%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS3.4K shares27.99%2025-12-312026-02-02 GSEP FIRST TR EXCHNG TRADED FD VI25.4K shares23.32%2025-12-312026-02-02 VGIT VANGUARD SCOTTSDALE FDS15.8K shares33.36%2025-12-312026-02-02 WFC WELLS FARGO CO NEW10.1K shares6.92%2025-12-312026-02-02 VGLT VANGUARD SCOTTSDALE FDS16.7K shares32.66%2025-12-312026-02-02 IEFA ISHARES TR10.3K shares68.51%2025-12-312026-02-02 AFL AFLAC INC8.3K sharesnew addition2025-12-312026-02-02 SCHG SCHWAB STRATEGIC TR27.3K shares122.21%2025-12-312026-02-02 BINC BLACKROCK ETF TRUST II16.8K sharesnew addition2025-12-312026-02-02 SHLD GLOBAL X FDS13.4K sharesnew addition2025-12-312026-02-02 DGRW WISDOMTREE TR9.7K shares36.96%2025-12-312026-02-02 AON PLC AON PLC2.4K sharesnew addition2025-12-312026-02-02 IJH ISHARES TR12.8K shares14.61%2025-12-312026-02-02 CGGR CAPITAL GROUP GROWTH ETF19.0K shares-24.41%2025-12-312026-02-02 VOE VANGUARD INDEX FDS4.7K shares-8.31%2025-12-312026-02-02 UNP UNION PAC CORP3.5K shares26.18%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW936 shares-20.34%2025-12-312026-02-02 XSEP FIRST TR EXCHNG TRADED FD VI18.8K shares-19.02%2025-12-312026-02-02 USMV ISHARES TR8.3K shares-8.65%2025-12-312026-02-02 AVUS AMERICAN CENTY ETF TR6.9K sharesnew addition2025-12-312026-02-02 DFCF DIMENSIONAL ETF TRUST18.0K sharesnew addition2025-12-312026-02-02 QSPT FIRST TR EXCHNG TRADED FD VI24.0K shares157.68%2025-12-312026-02-02 SHOC EA SERIES TRUST11.1K shares-11.71%2025-12-312026-02-02 SHYG ISHARES TR17.5K shares28.95%2025-12-312026-02-02 SPYG SPDR SERIES TRUST7.0K sharesnew addition2025-12-312026-02-02 MCD MCDONALDS CORP2.4K shares12.50%2025-12-312026-02-02 GDEC FIRST TR EXCHNG TRADED FD VI19.5K shares4.40%2025-12-312026-02-02 ENB ENBRIDGE INC15.4K shares9.08%2025-12-312026-02-02 GAUG FIRST TR EXCHNG TRADED FD VI18.7K shares-4.97%2025-12-312026-02-02 LLY ELI LILLY & CO678 shares13.38%2025-12-312026-02-02 BUFR FIRST TR EXCHNG TRADED FD VI21.3K shares-0.58%2025-12-312026-02-02 PEP PEPSICO INC5.0K shares-0.42%2025-12-312026-02-02 CSCO CISCO SYS INC9.2K shares12.84%2025-12-312026-02-02 KO COCA COLA CO10.0K shares25.32%2025-12-312026-02-02 GJUL FIRST TR EXCHNG TRADED FD VI16.8K shares-0.33%2025-12-312026-02-02 IWP ISHARES TR5.0K shares89.39%2025-12-312026-02-02 IWR ISHARES TR7.1K shares14.82%2025-12-312026-02-02 EPS WISDOMTREE TR9.6K sharesnew addition2025-12-312026-02-02 IUSB ISHARES TR14.6K shares195.24%2025-12-312026-02-02 RTX RTX CORPORATION3.7K shares10.64%2025-12-312026-02-02 SCHF SCHWAB STRATEGIC TR27.3K shares42.86%2025-12-312026-02-02 SO SOUTHERN CO7.5K shares22.12%2025-12-312026-02-02 HD HOME DEPOT INC1.8K shares55.38%2025-12-312026-02-02 XAPR FIRST TR EXCHNG TRADED FD VI17.1K shares0.00%2025-12-312026-02-02 IJR ISHARES TR5.2K shares9.15%2025-12-312026-02-02 CGUS CAPITAL GROUP CORE EQUITY ET15.4K shares-0.60%2025-12-312026-02-02 DOCT FIRST TR EXCHNG TRADED FD VI13.9K shares18.37%2025-12-312026-02-02 MARM FIRST TR EXCHNG TRADED FD VI18.5K shares0.00%2025-12-312026-02-02 JCPB J P MORGAN EXCHANGE TRADED F12.6K sharesnew addition2025-12-312026-02-02 IWF ISHARES TR1.3K shares-19.80%2025-12-312026-02-02 MBB ISHARES TR6.1K sharesnew addition2025-12-312026-02-02 MGC VANGUARD WORLD FD2.3K sharesnew addition2025-12-312026-02-02 BNDX VANGUARD CHARLOTTE FDS11.5K shares167.21%2025-12-312026-02-02 XLK SELECT SECTOR SPDR TR3.8K shares191.83%2025-12-312026-02-02 THRO BLACKROCK ETF TRUST14.1K sharesnew addition2025-12-312026-02-02 TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares11.61%2025-12-312026-02-02 SPTL SPDR SERIES TRUST20.1K sharesnew addition2025-12-312026-02-02 VZ VERIZON COMMUNICATIONS INC12.8K shares-26.54%2025-12-312026-02-02 DNOV FIRST TR EXCHNG TRADED FD VI10.7K shares-23.72%2025-12-312026-02-02 GM GENERAL MTRS CO6.3K shares1.27%2025-12-312026-02-02 LOW LOWES COS INC2.1K shares3.00%2025-12-312026-02-02 COWZ PACER FDS TR8.4K shares-14.74%2025-12-312026-02-02 QMMY FIRST TR EXCHNG TRADED FD VI20.0K shares0.00%2025-12-312026-02-02 VCIT VANGUARD SCOTTSDALE FDS6.0K shares3.34%2025-12-312026-02-02 IWM ISHARES TR2.0K shares-1.95%2025-12-312026-02-02 DJUL FIRST TR EXCHNG TRADED FD VI10.2K shares-5.07%2025-12-312026-02-02 CAT CATERPILLAR INC844 shares76.94%2025-12-312026-02-02 DRLL EA SERIES TRUST16.5K shares-16.91%2025-12-312026-02-02 QMAG FIRST TR EXCHNG TRADED FD VI19.8K shares0.00%2025-12-312026-02-02 RF REGIONS FINANCIAL CORP NEW17.2K shares-0.54%2025-12-312026-02-02 GLD SPDR GOLD TR1.2K shares-13.07%2025-12-312026-02-02 SPMO INVESCO EXCH TRADED FD TR II3.9K sharesnew addition2025-12-312026-02-02 VGT VANGUARD WORLD FD610 shares17.76%2025-12-312026-02-02 AMD ADVANCED MICRO DEVICES INC2.1K shares-1.48%2025-12-312026-02-02 ONB OLD NATL BANCORP IND20.4K shares0.61%2025-12-312026-02-02 EFV ISHARES TR6.3K shares11.70%2025-12-312026-02-02 STIP ISHARES TR4.4K shares43.99%2025-12-312026-02-02 EPD ENTERPRISE PRODS PARTNERS L14.0K shares0.00%2025-12-312026-02-02 HIMU BLACKROCK ETF TRUST II9.2K sharesnew addition2025-12-312026-02-02 SHEL SHELL PLC6.1K shares-2.95%2025-12-312026-02-02 QMAR FIRST TR EXCHNG TRADED FD VI13.4K shares0.00%2025-12-312026-02-02 DE DEERE & CO947 shares14.79%2025-12-312026-02-02 SCHD SCHWAB STRATEGIC TR15.9K shares19.30%2025-12-312026-02-02 EMR EMERSON ELEC CO3.3K shares18.82%2025-12-312026-02-02 XMMO INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2025-12-312026-02-02 IJJ ISHARES TR3.3K shares-12.31%2025-12-312026-02-02 SCZ ISHARES TR5.5K sharesnew addition2025-12-312026-02-02 HYLS FIRST TR EXCHANGE-TRADED FD10.1K shares-19.23%2025-12-312026-02-02 TCAF T ROWE PRICE ETF INC10.6K shares-0.71%2025-12-312026-02-02 CRM SALESFORCE INC1.5K shares1.40%2025-12-312026-02-02 VTWO VANGUARD SCOTTSDALE FDS4.0K shares49.22%2025-12-312026-02-02 VLO VALERO ENERGY CORP2.5K shares4.07%2025-12-312026-02-02 ORCL ORACLE CORP2.0K shares-3.28%2025-12-312026-02-02 ABBV ABBVIE INC1.7K shares27.49%2025-12-312026-02-02 GJUN FIRST TR EXCHNG TRADED FD VI9.8K shares-18.98%2025-12-312026-02-02 SPDW SPDR INDEX SHS FDS8.8K shares10.36%2025-12-312026-02-02 JBND J P MORGAN EXCHANGE TRADED F7.2K sharesnew addition2025-12-312026-02-02 IWB ISHARES TR1.0K shares-3.89%2025-12-312026-02-02 COF CAPITAL ONE FINL CORP1.6K shares-6.24%2025-12-312026-02-02 GMAY FIRST TR EXCHNG TRADED FD VI9.2K shares0.00%2025-12-312026-02-02 IWO ISHARES TR1.1K shares3.53%2025-12-312026-02-02 FFLC FIDELITY COVINGTON TRUST6.9K sharesnew addition2025-12-312026-02-02 LGLV SPDR SERIES TRUST2.0K sharesnew addition2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE1.1K shares15.28%2025-12-312026-02-02 FJUN FIRST TR EXCHNG TRADED FD VI6.2K shares-20.65%2025-12-312026-02-02 XLG INVESCO EXCHANGE TRADED FD T5.9K shares-6.09%2025-12-312026-02-02 USHY ISHARES TR9.2K sharesnew addition2025-12-312026-02-02 LCTU BLACKROCK ETF TRUST4.6K sharesnew addition2025-12-312026-02-02 AIRR FIRST TR EXCHANGE TRADED FD3.4K shares63.45%2025-12-312026-02-02 SUSC ISHARES TR14.2K sharesnew addition2025-12-312026-02-02 FTSL FIRST TR EXCHANGE-TRADED FD7.1K shares-20.63%2025-12-312026-02-02 SBUX STARBUCKS CORP3.8K sharesnew addition2025-12-312026-02-02 FDL FIRST TR EXCHANGE-TRADED FD7.2K shares-7.42%2025-12-312026-02-02 UCON FIRST TR EXCHNG TRADED FD VI12.7K shares-31.33%2025-12-312026-02-02 QCJL FIRST TR EXCHNG TRADED FD VI13.3K shares-13.75%2025-12-312026-02-02 EAGG ISHARES TR6.6K sharesnew addition2025-12-312026-02-02 TSCO TRACTOR SUPPLY CO6.2K shares24.62%2025-12-312026-02-02 DBEF DBX ETF TR6.3K shares40.69%2025-12-312026-02-02 QCAP FIRST TR EXCHNG TRADED FD VI12.7K shares-1.33%2025-12-312026-02-02 PRN INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2025-12-312026-02-02 ET ENERGY TRANSFER L P18.0K shares-0.57%2025-12-312026-02-02 GFEB FIRST TR EXCHNG TRADED FD VI7.2K shares-14.41%2025-12-312026-02-02 QCOM QUALCOMM INC1.7K shares28.33%2025-12-312026-02-02 DAUG FIRST TR EXCHNG TRADED FD VI6.6K shares-8.05%2025-12-312026-02-02 NEE NEXTERA ENERGY INC3.6K shares18.88%2025-12-312026-02-02 XFEB FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2025-12-312026-02-02 IONQ IONQ INC6.4K shares7.59%2025-12-312026-02-02 CGCP CAPITAL GRP FIXED INCM ETF T12.3K shares-8.89%2025-12-312026-02-02 IDMO INVESCO EXCH TRADED FD TR II5.0K sharesnew addition2025-12-312026-02-02 WELL WELLTOWER INC1.5K sharesnew addition2025-12-312026-02-02 FESM FIDELITY COVINGTON TRUST7.3K sharesnew addition2025-12-312026-02-02 T AT&T INC11.1K shares19.79%2025-12-312026-02-02 BAC BANK AMERICA CORP5.0K shares19.55%2025-12-312026-02-02 DIS DISNEY WALT CO2.4K shares26.40%2025-12-312026-02-02 BP BP PLC7.9K shares0.01%2025-12-312026-02-02 AMID EA SERIES TRUST8.0K sharesnew addition2025-12-312026-02-02 EFG ISHARES TR2.3K shares-4.52%2025-12-312026-02-02 NOW SERVICENOW INC1.7K shares433.02%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC1.5K shares4.52%2025-12-312026-02-02 IJK ISHARES TR2.7K shares-31.53%2025-12-312026-02-02 COP CONOCOPHILLIPS2.8K shares18.85%2025-12-312026-02-02 BSX BOSTON SCIENTIFIC CORP2.7K shares5.59%2025-12-312026-02-02 FELG FIDELITY COVINGTON TRUST6.0K sharesnew addition2025-12-312026-02-02 ESGU ISHARES TR1.7K sharesnew addition2025-12-312026-02-02 TXN TEXAS INSTRS INC1.4K shares6.21%2025-12-312026-02-02 EVRG EVERGY INC3.4K sharesnew addition2025-12-312026-02-02 VXUS VANGUARD STAR FDS3.2K shares-5.83%2025-12-312026-02-02 MMM 3M CO1.5K shares1.13%2025-12-312026-02-02 MO ALTRIA GROUP INC4.2K shares2.73%2025-12-312026-02-02 FJUL FIRST TR EXCHNG TRADED FD VI4.3K shares0.00%2025-12-312026-02-02 DSI ISHARES TR1.8K sharesnew addition2025-12-312026-02-02 LMT LOCKHEED MARTIN CORP483 shares4.77%2025-12-312026-02-02 ADI ANALOG DEVICES INC846 sharesnew addition2025-12-312026-02-02 IYW ISHARES TR1.1K sharesnew addition2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS4.5K shares0.04%2025-12-312026-02-02 CSX CSX CORP6.0K shares5.27%2025-12-312026-02-02 NFLX NETFLIX INC2.3K shares895.28%2025-12-312026-02-02 MA MASTERCARD INCORPORATED378 shares3.56%2025-12-312026-02-02 QMNV FIRST TR EXCHNG TRADED FD VI9.2K sharesnew addition2025-12-312026-02-02 GAPR FIRST TR EXCHNG TRADED FD VI5.4K shares0.00%2025-12-312026-02-02 SCHK SCHWAB STRATEGIC TR6.5K shares0.00%2025-12-312026-02-02 AXP AMERICAN EXPRESS CO577 sharesnew addition2025-12-312026-02-02 VSS VANGUARD INTL EQUITY INDEX F1.5K sharesnew addition2025-12-312026-02-02 KKR & CO INC KKR & CO INC1.7K shares-16.70%2025-12-312026-02-02 IWV ISHARES TR547 shares-3.87%2025-12-312026-02-02 GJAN FIRST TR EXCHNG TRADED FD VI4.9K shares0.00%2025-12-312026-02-02 HDV ISHARES TR1.7K shares0.47%2025-12-312026-02-02 XMAR FIRST TR EXCHNG TRADED FD VI5.2K shares-22.38%2025-12-312026-02-02 KMI KINDER MORGAN INC DEL7.5K shares2.99%2025-12-312026-02-02 ABT ABBOTT LABS1.6K sharesnew addition2025-12-312026-02-02 HON HONEYWELL INTL INC1.0K shares5.65%2025-12-312026-02-02 XOCT FIRST TR EXCHNG TRADED FD VI5.3K sharesnew addition2025-12-312026-02-02 FSMB FIRST TR EXCH TRADED FD III10.0K sharesnew addition2025-12-312026-02-02 IXUS ISHARES TR2.4K sharesnew addition2025-12-312026-02-02 F FORD MTR CO14.1K shares14.23%2025-12-312026-02-02 NAK NORTHERN DYNASTY MINERALS LT11.0K shares0.00%2025-12-312026-02-02 USGOW US GOLDMINING INC10.0K sharesnew addition2025-12-312026-02-02 ODVWZ OSISKO DEVELOPMENT CORP10.0K sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available