The Analysis of VAUGHAN & Co SECURITIES, INC.'s Holdings
Currently, VAUGHAN & Co SECURITIES, INC. holds 57 types of securities in its portfolio with a total value $193.4M. In the most recent quarter, they have increased their positions in HDV (+12.2K shares, valued at $1.5M), ISCV (+10.3K shares, valued at $707.1K), IEFA (+7.6K shares, valued at $681.5K); decreased their positions in LYB (-3.7K shares, valued at $162.3K), DOW (-6.8K shares, valued at $158.5K), IXN (-1.4K shares, valued at $142.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR52.8K shares-0.10%2025-12-312026-01-28
GSLC GOLDMAN SACHS ETF TR186.6K shares2.31%2025-12-312026-01-28 IWO ISHARES TR73.8K shares1.02%2025-12-312026-01-28 HDV ISHARES TR186.1K shares7.00%2025-12-312026-01-28 ISCV ISHARES TR301.0K shares3.55%2025-12-312026-01-28 IEMG ISHARES INC220.2K shares0.67%2025-12-312026-01-28 IEFA ISHARES TR150.8K shares5.32%2025-12-312026-01-28 IXN ISHARES TR91.3K shares-1.46%2025-12-312026-01-28 EFAV ISHARES TR31.7K shares-1.77%2025-12-312026-01-28 DES WISDOMTREE TR78.5K shares0.37%2025-12-312026-01-28 AAPL APPLE INC7.7K shares10.52%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F38.4K shares-2.07%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR2.1K shares0.00%2025-12-312026-01-28 IUSG ISHARES TR8.2K shares-1.80%2025-12-312026-01-28 ISCG ISHARES TR24.5K shares-1.48%2025-12-312026-01-28 DVY ISHARES TR8.8K shares-1.87%2025-12-312026-01-28 IJS ISHARES TR8.6K shares-0.60%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS3.1K shares-6.55%2025-12-312026-01-28 IWN ISHARES TR5.0K shares-0.24%2025-12-312026-01-28 UPS UNITED PARCEL SERVICE INC8.9K shares-6.88%2025-12-312026-01-28 BMY BRISTOL-MYERS SQUIBB CO16.2K shares-2.40%2025-12-312026-01-28 GSK PLC GSK PLC17.7K shares-7.16%2025-12-312026-01-28 MMM 3M CO5.1K shares-3.58%2025-12-312026-01-28 PM PHILIP MORRIS INTL INC4.8K shares-3.13%2025-12-312026-01-28 VLO VALERO ENERGY CORP4.8K shares-5.97%2025-12-312026-01-28 AGG ISHARES TR7.5K shares-0.49%2025-12-312026-01-28 BMO BANK MONTREAL QUE5.4K shares-2.33%2025-12-312026-01-28 IJT ISHARES TR4.9K shares-1.95%2025-12-312026-01-28 CVS CVS HEALTH CORP8.7K shares-4.15%2025-12-312026-01-28 OGE OGE ENERGY CORP16.1K shares-3.02%2025-12-312026-01-28 EMN EASTMAN CHEM CO10.8K shares-2.46%2025-12-312026-01-28 CVX CHEVRON CORP NEW4.4K shares-2.62%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INC16.4K shares-1.43%2025-12-312026-01-28 VICI VICI PPTYS INC23.6K shares-1.92%2025-12-312026-01-28 VLY VALLEY NATL BANCORP56.7K shares-3.52%2025-12-312026-01-28 OKE ONEOK INC NEW9.0K shares-2.02%2025-12-312026-01-28 ABBV ABBVIE INC2.8K shares-4.66%2025-12-312026-01-28 NWE NORTHWESTERN ENERGY GROUP IN9.7K shares-5.73%2025-12-312026-01-28 RCI ROGERS COMMUNICATIONS INC16.2K shares-4.28%2025-12-312026-01-28 PPL PPL CORP17.2K shares-3.53%2025-12-312026-01-28 MTB M & T BK CORP2.6K shares-2.53%2025-12-312026-01-28 CNP CENTERPOINT ENERGY INC13.8K shares-4.27%2025-12-312026-01-28 PFE PFIZER INC15.8K shares-3.03%2025-12-312026-01-28 CM CANADIAN IMPERIAL BANK OF CO4.3K shares-7.42%2025-12-312026-01-28 CHRD CHORD ENERGY CORPORATION3.6K shares-2.20%2025-12-312026-01-28 DHS WISDOMTREE TR3.2K shares0.00%2025-12-312026-01-28 TU TELUS CORPORATION22.5K shares-2.06%2025-12-312026-01-28 XNTK SPDR SERIES TRUST1.0K shares0.00%2025-12-312026-01-28 LYB LYONDELLBASELL INDUSTRIES N6.0K shares-38.34%2025-12-312026-01-28 DOW DOW INC11.1K shares-37.87%2025-12-312026-01-28 AMZN AMAZON COM INC1.1K shares0.00%2025-12-312026-01-28 ESML ISHARES TR5.5K shares-1.78%2025-12-312026-01-28 XT ISHARES TR3.0K shares-10.82%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available