The Analysis of Walkner Condon Financial Advisors LLC's Holdings
Currently, Walkner Condon Financial Advisors LLC holds 308 types of securities in its portfolio with a total value $720.0M. In the most recent quarter, they have increased their positions in SPDW (+269.5K shares, valued at $12.0M), SPYM (+96.3K shares, valued at $7.7M), LMBS (+80.5K shares, valued at $4.0M); decreased their positions in ITOT (-9.8K shares, valued at $1.5M), GSLC (-5.9K shares, valued at $781.5K), AGG (-5.7K shares, valued at $565.4K); initiated new positions in N/A (+67.2K shares, valued at $3.4M), GEW (+19.1K shares, valued at $980.4K), LMT (+945 shares, valued at $457.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPDW SPDR INDEX SHS FDS1.1M shares31.55%2025-12-312026-01-21
SPYM SPDR SERIES TRUST505.8K shares23.52%2025-12-312026-01-21 JCPB J P MORGAN EXCHANGE TRADED F522.9K shares19.20%2025-12-312026-01-21 IVV ISHARES TR34.6K shares-1.48%2025-12-312026-01-21 LMBS FIRST TR EXCHANGE-TRADED FD420.9K shares23.66%2025-12-312026-01-21 IJH ISHARES TR287.2K shares25.03%2025-12-312026-01-21 LGOV FIRST TR EXCHANGE-TRADED FD842.3K shares24.35%2025-12-312026-01-21 UCON FIRST TR EXCHNG TRADED FD VI668.3K shares24.51%2025-12-312026-01-21 AAPL APPLE INC60.2K shares-0.68%2025-12-312026-01-21 FTCS FIRST TR EXCHANGE-TRADED FD175.9K shares30.95%2025-12-312026-01-21 VGK VANGUARD INTL EQUITY INDEX F183.5K shares1.98%2025-12-312026-01-21 AVEM AMERICAN CENTY ETF TR198.7K shares34.25%2025-12-312026-01-21 RDVY FIRST TR EXCHANGE TRADED FD204.9K shares26.92%2025-12-312026-01-21 SCHR SCHWAB STRATEGIC TR433.2K shares1.23%2025-12-312026-01-21 GLDM WORLD GOLD TR125.3K shares11.27%2025-12-312026-01-21 BWX SPDR SERIES TRUST460.3K shares15.25%2025-12-312026-01-21 MSFT MICROSOFT CORP20.5K shares4.51%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR322.5K shares-2.29%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS137.8K shares4.59%2025-12-312026-01-21 VPL VANGUARD INTL EQUITY INDEX F92.1K shares-0.26%2025-12-312026-01-21 EWJ ISHARES INC97.5K shares31.65%2025-12-312026-01-21 VO VANGUARD INDEX FDS24.2K shares-0.85%2025-12-312026-01-21 VYMI VANGUARD WHITEHALL FDS78.0K shares-0.69%2025-12-312026-01-21 ALPHABET INC ALPHABET INC22.3K shares10.09%2025-12-312026-01-21 IJR ISHARES TR55.3K shares24.08%2025-12-312026-01-21 BWZ SPDR SERIES TRUST233.2K shares6.47%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F117.0K shares1.66%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR9.1K shares-1.08%2025-12-312026-01-21 VB VANGUARD INDEX FDS22.8K shares2.39%2025-12-312026-01-21 CWI SPDR INDEX SHS FDS139.0K shares1.77%2025-12-312026-01-21 PYLD PIMCO ETF TR186.0K shares22.97%2025-12-312026-01-21 NVDA NVIDIA CORPORATION25.5K shares-6.91%2025-12-312026-01-21 USB US BANCORP DEL87.3K shares0.08%2025-12-312026-01-21 JPST J P MORGAN EXCHANGE TRADED F82.8K shares15.01%2025-12-312026-01-21 BIL SPDR SERIES TRUST44.1K shares197.57%2025-12-312026-01-21 USXF ISHARES TR68.5K shares3.31%2025-12-312026-01-21 VGLT VANGUARD SCOTTSDALE FDS70.4K shares-10.63%2025-12-312026-01-21 JMST J P MORGAN EXCHANGE TRADED F74.8K shares131.96%2025-12-312026-01-21 GLTR ABRDN PRECIOUS METALS BASKET18.5K shares-0.37%2025-12-312026-01-21 IWM ISHARES TR15.4K shares-0.13%2025-12-312026-01-21 JIVE J P MORGAN EXCHANGE TRADED F46.1K shares42.47%2025-12-312026-01-21 VSS VANGUARD INTL EQUITY INDEX F25.7K shares3.90%2025-12-312026-01-21 DMXF ISHARES TR47.8K shares8.93%2025-12-312026-01-21 VTI VANGUARD INDEX FDS10.7K shares-4.35%2025-12-312026-01-21 JEPI J P MORGAN EXCHANGE TRADED F62.4K shares-9.18%2025-12-312026-01-21 GLD SPDR GOLD TR8.9K shares0.07%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW4.0K shares-3.91%2025-12-312026-01-21 EA SERIES TRUST EA SERIES TRUST67.2K sharesnew addition2025-12-312026-01-21 USRT ISHARES TR59.5K shares30.11%2025-12-312026-01-21 FTGC FIRST TR EXCHANGE TRAD FD VI142.3K shares34.71%2025-12-312026-01-21 VIGI VANGUARD WHITEHALL FDS35.7K shares-1.94%2025-12-312026-01-21 GUNR FLEXSHARES TR68.6K shares0.77%2025-12-312026-01-21 ITOT ISHARES TR21.0K shares-31.92%2025-12-312026-01-21 SPMD SPDR SERIES TRUST50.3K shares2.05%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS36.3K shares13.10%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS13.1K shares9.82%2025-12-312026-01-21 SPEM SPDR INDEX SHS FDS61.5K shares3.17%2025-12-312026-01-21 AMZN AMAZON COM INC12.4K shares-10.22%2025-12-312026-01-21 SGOV ISHARES TR28.3K shares517.10%2025-12-312026-01-21 FEZ SPDR INDEX SHS FDS42.0K shares-1.57%2025-12-312026-01-21 BND VANGUARD BD INDEX FDS35.9K shares-4.31%2025-12-312026-01-21 VFMF VANGUARD WELLINGTON FD17.5K shares1.38%2025-12-312026-01-21 SPSM SPDR SERIES TRUST53.1K shares1.70%2025-12-312026-01-21 VNQI VANGUARD INTL EQUITY INDEX F53.4K shares1.06%2025-12-312026-01-21 SCHE SCHWAB STRATEGIC TR71.4K shares0.56%2025-12-312026-01-21 VGIT VANGUARD SCOTTSDALE FDS38.3K shares51.66%2025-12-312026-01-21 SUB ISHARES TR21.4K shares-0.35%2025-12-312026-01-21 VUG VANGUARD INDEX FDS4.4K shares6.32%2025-12-312026-01-21 XOM EXXON MOBIL CORP17.4K shares4.42%2025-12-312026-01-21 SLVP ISHARES INC60.8K shares0.06%2025-12-312026-01-21 CGDV CAPITAL GROUP DIVIDEND VALUE47.0K shares65.38%2025-12-312026-01-21 SUSL ISHARES TR16.9K shares6.82%2025-12-312026-01-21 VBR VANGUARD INDEX FDS9.2K shares-1.27%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS13.4K shares-6.49%2025-12-312026-01-21 IEUR ISHARES TR27.1K shares1.41%2025-12-312026-01-21 BROADCOM INC BROADCOM INC5.5K shares6.88%2025-12-312026-01-21 SCHO SCHWAB STRATEGIC TR75.1K shares1.24%2025-12-312026-01-21 OUNZ VANECK MERK GOLD ETF43.1K shares-2.65%2025-12-312026-01-21 ALPHABET INC ALPHABET INC5.5K shares26.56%2025-12-312026-01-21 META META PLATFORMS INC2.6K shares-16.34%2025-12-312026-01-21 TSLA TESLA INC3.7K shares-6.63%2025-12-312026-01-21 BUFD FIRST TR EXCHNG TRADED FD VI59.3K shares16.89%2025-12-312026-01-21 IWF ISHARES TR3.5K shares1.26%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.5.0K shares5.24%2025-12-312026-01-21 JMUB J P MORGAN EXCHANGE TRADED F31.8K shares14.70%2025-12-312026-01-21 SCHC SCHWAB STRATEGIC TR35.0K shares-9.43%2025-12-312026-01-21 LLY ELI LILLY & CO1.5K shares8.28%2025-12-312026-01-21 EMNT PIMCO ETF TR15.8K shares2.22%2025-12-312026-01-21 TCAF T ROWE PRICE ETF INC40.4K shares0.00%2025-12-312026-01-21 FEMB FIRST TR EXCH TRADED FD III46.2K shares3.22%2025-12-312026-01-21 VTV VANGUARD INDEX FDS7.1K shares0.91%2025-12-312026-01-21 SDVY FIRST TR EXCHANGE-TRADED FD35.3K shares6.69%2025-12-312026-01-21 BINC BLACKROCK ETF TRUST II25.5K shares23.26%2025-12-312026-01-21 MFDX PIMCO EQUITY SER35.0K shares19.70%2025-12-312026-01-21 MFEM PIMCO EQUITY SER57.7K shares73.17%2025-12-312026-01-21 PICB INVESCO EXCH TRADED FD TR II51.9K shares0.95%2025-12-312026-01-21 SCZ ISHARES TR15.8K shares1.17%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS13.5K shares4.66%2025-12-312026-01-21 HDV ISHARES TR9.8K shares-1.11%2025-12-312026-01-21 EMXF ISHARES TR25.5K shares5.79%2025-12-312026-01-21 NUSC NUSHARES ETF TR25.5K shares8.71%2025-12-312026-01-21 IEMG ISHARES INC16.3K shares-23.97%2025-12-312026-01-21 GRID FIRST TR EXCHANGE TRADED FD7.0K shares87.69%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR38.9K shares-1.42%2025-12-312026-01-21 SPAB SPDR SERIES TRUST40.5K shares0.88%2025-12-312026-01-21 EXAS EXACT SCIENCES CORP11.2K shares16.49%2025-12-312026-01-21 IWD ISHARES TR4.8K shares4.72%2025-12-312026-01-21 GEW EA SERIES TRUST19.1K sharesnew addition2025-12-312026-01-21 IEFA ISHARES TR10.8K shares-25.28%2025-12-312026-01-21 VV VANGUARD INDEX FDS3.0K shares-0.07%2025-12-312026-01-21 ETHO AMPLIFY ETF TR14.2K shares12.21%2025-12-312026-01-21 ESGU ISHARES TR6.1K shares0.43%2025-12-312026-01-21 QCLN FIRST TR EXCHANGE-TRADED FD20.1K shares7.73%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON4.3K shares12.59%2025-12-312026-01-21 GWX SPDR INDEX SHS FDS21.7K shares-0.30%2025-12-312026-01-21 TOUS T ROWE PRICE ETF INC25.3K shares22.68%2025-12-312026-01-21 URA GLOBAL X FDS20.4K shares-1.36%2025-12-312026-01-21 NFLX NETFLIX INC9.2K shares999.40%2025-12-312026-01-21 VCEB VANGUARD WORLD FD13.3K shares2.27%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares13.96%2025-12-312026-01-21 V VISA INC2.3K shares12.52%2025-12-312026-01-21 GSLC GOLDMAN SACHS ETF TR6.2K shares-48.74%2025-12-312026-01-21 BGRN ISHARES TR17.1K shares1.48%2025-12-312026-01-21 DGRO ISHARES TR11.7K shares-2.23%2025-12-312026-01-21 LEMB ISHARES INC19.4K shares6.00%2025-12-312026-01-21 ESGD ISHARES TR8.3K shares0.10%2025-12-312026-01-21 FIXD FIRST TR EXCHNG TRADED FD VI17.5K shares4.64%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS2.6K shares1.40%2025-12-312026-01-21 ICLN ISHARES TR47.0K shares9.78%2025-12-312026-01-21 IVOO VANGUARD ADMIRAL FDS INC6.8K shares3.50%2025-12-312026-01-21 ASTS AST SPACEMOBILE INC10.4K shares0.01%2025-12-312026-01-21 SUSA ISHARES TR5.4K shares0.02%2025-12-312026-01-21 NULG NUSHARES ETF TR7.7K shares-1.03%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC4.2K shares-10.99%2025-12-312026-01-21 ABBV ABBVIE INC3.2K shares4.17%2025-12-312026-01-21 HD HOME DEPOT INC2.1K shares5.96%2025-12-312026-01-21 FNDF SCHWAB STRATEGIC TR15.9K shares1.62%2025-12-312026-01-21 SPYD SPDR SERIES TRUST16.1K shares0.00%2025-12-312026-01-21 WMT WALMART INC6.2K shares4.49%2025-12-312026-01-21 SPTL SPDR SERIES TRUST25.8K shares18.84%2025-12-312026-01-21 MFUS PIMCO EQUITY SER12.0K shares28.90%2025-12-312026-01-21 SCHH SCHWAB STRATEGIC TR32.1K shares-0.13%2025-12-312026-01-21 VEU VANGUARD INTL EQUITY INDEX F8.9K shares21.92%2025-12-312026-01-21 PDBC INVESCO ACTVELY MNGD ETC FD49.6K shares-13.15%2025-12-312026-01-21 FNDE SCHWAB STRATEGIC TR18.2K shares21.13%2025-12-312026-01-21 NULV NUSHARES ETF TR14.3K shares-0.97%2025-12-312026-01-21 IBIT ISHARES BITCOIN TRUST ETF12.7K shares-0.53%2025-12-312026-01-21 BCI ABRDN ETFS31.8K shares4.16%2025-12-312026-01-21 VXUS VANGUARD STAR FDS8.2K shares-11.64%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR23.3K shares-2.09%2025-12-312026-01-21 ESML ISHARES TR13.0K shares-0.02%2025-12-312026-01-21 MA MASTERCARD INCORPORATED1.0K shares4.10%2025-12-312026-01-21 JPIB J P MORGAN EXCHANGE TRADED F12.2K shares4.13%2025-12-312026-01-21 CGGO CAPITAL GROUP GBL GROWTH EQT17.1K shares0.00%2025-12-312026-01-21 MCD MCDONALDS CORP1.9K shares5.34%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO4.1K shares-4.41%2025-12-312026-01-21 DIA SPDR DOW JONES INDL AVERAGE1.2K shares-3.34%2025-12-312026-01-21 VIOO VANGUARD ADMIRAL FDS INC5.2K shares6.11%2025-12-312026-01-21 DFEB FIRST TR EXCHNG TRADED FD VI12.0K shares0.00%2025-12-312026-01-21 CRM SALESFORCE INC2.1K shares1.70%2025-12-312026-01-21 HOOD ROBINHOOD MKTS INC5.0K shares-3.38%2025-12-312026-01-21 CSCO CISCO SYS INC7.2K shares2.03%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO1.5K shares9.36%2025-12-312026-01-21 RAFE PIMCO EQUITY SER13.2K shares8.03%2025-12-312026-01-21 DSI ISHARES TR4.3K shares0.49%2025-12-312026-01-21 HYLS FIRST TR EXCHANGE-TRADED FD12.5K shares-0.74%2025-12-312026-01-21 VCIT VANGUARD SCOTTSDALE FDS6.1K shares4.09%2025-12-312026-01-21 IXC ISHARES TR12.1K shares4.42%2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC574 shares1.95%2025-12-312026-01-21 BITB BITWISE BITCOIN ETF TR10.6K shares-31.68%2025-12-312026-01-21 FEX FIRST TR EXCHANGE-TRADED ALP4.2K shares-19.65%2025-12-312026-01-21 CAT CATERPILLAR INC869 shares4.57%2025-12-312026-01-21 HLAL LISTED FDS TR8.0K shares0.00%2025-12-312026-01-21 GILD GILEAD SCIENCES INC4.0K shares1.62%2025-12-312026-01-21 RFDI FIRST TR EXCH TRADED FD III6.1K shares0.30%2025-12-312026-01-21 QEFA SPDR INDEX SHS FDS5.4K shares-1.38%2025-12-312026-01-21 AVSE AMERICAN CENTY ETF TR7.4K shares8.14%2025-12-312026-01-21 BAC BANK AMERICA CORP8.6K shares3.25%2025-12-312026-01-21 FTC FIRST TR EXCHANGE-TRADED ALP3.0K shares0.00%2025-12-312026-01-21 NUDM NUSHARES ETF TR13.1K shares-3.53%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS9.4K shares-2.08%2025-12-312026-01-21 NUBD NUSHARES ETF TR20.9K shares0.00%2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F3.3K shares1.55%2025-12-312026-01-21 LMT LOCKHEED MARTIN CORP945 sharesnew addition2025-12-312026-01-21 SCHP SCHWAB STRATEGIC TR17.0K shares-4.49%2025-12-312026-01-21 JIRE J P MORGAN EXCHANGE TRADED F6.0K shares2.47%2025-12-312026-01-21 JMHI J P MORGAN EXCHANGE TRADED F8.8K shares19.79%2025-12-312026-01-21 MCK MCKESSON CORP540 sharesnew addition2025-12-312026-01-21 FIW FIRST TR EXCHANGE-TRADED FD4.1K shares21.25%2025-12-312026-01-21 KO COCA COLA CO6.3K shares15.00%2025-12-312026-01-21 ISRG INTUITIVE SURGICAL INC766 shares36.54%2025-12-312026-01-21 VGT VANGUARD WORLD FD568 shares22.68%2025-12-312026-01-21 EUSB ISHARES TR9.7K shares-0.26%2025-12-312026-01-21 XME SPDR SERIES TRUST4.1K shares0.54%2025-12-312026-01-21 BIV VANGUARD BD INDEX FDS5.5K sharesnew addition2025-12-312026-01-21 AGG ISHARES TR4.3K shares-57.11%2025-12-312026-01-21 CGBL CAPITAL GROUP CORE BALANCED11.9K shares4.37%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC10.1K shares3.21%2025-12-312026-01-21 EWU ISHARES TR8.9K shares0.00%2025-12-312026-01-21 TGRW T ROWE PRICE ETF INC8.3K shares-13.79%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR15.7K shares36.75%2025-12-312026-01-21 FNDX SCHWAB STRATEGIC TR13.7K shares5.60%2025-12-312026-01-21 CBRE CBRE GROUP INC2.3K shares0.39%2025-12-312026-01-21 WFC WELLS FARGO CO NEW4.0K shares-1.15%2025-12-312026-01-21 VXF VANGUARD INDEX FDS1.7K shares-3.53%2025-12-312026-01-21 VFQY VANGUARD WELLINGTON FD2.4K shares0.00%2025-12-312026-01-21 SPYI NEOS ETF TRUST6.9K shares0.00%2025-12-312026-01-21 SO SOUTHERN CO4.1K shares0.25%2025-12-312026-01-21 IPAC ISHARES TR4.8K shares1.57%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR12.2K shares11.22%2025-12-312026-01-21 FFBC FIRST FINL BANCORP OH13.9K sharesnew addition2025-12-312026-01-21 HYXF ISHARES TR7.3K shares-1.32%2025-12-312026-01-21 CVX CHEVRON CORP NEW2.3K shares-6.91%2025-12-312026-01-21 DIS DISNEY WALT CO3.0K shares-1.05%2025-12-312026-01-21 CGXU CAPITAL GROUP INTL FOCUS EQT11.7K shares-13.86%2025-12-312026-01-21 MO ALTRIA GROUP INC5.9K shares2.08%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC1.0K shares-1.80%2025-12-312026-01-21 PPTY ETF SER SOLUTIONS11.3K shares0.00%2025-12-312026-01-21 COF CAPITAL ONE FINL CORP1.4K shares4.25%2025-12-312026-01-21 CMDT PIMCO ETF TR12.2K shares55.41%2025-12-312026-01-21 RTX RTX CORPORATION1.8K shares16.48%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR2.3K shares93.20%2025-12-312026-01-21 DIAL COLUMBIA ETF TR I17.8K shares5.93%2025-12-312026-01-21 VMBS VANGUARD SCOTTSDALE FDS6.8K shares-2.25%2025-12-312026-01-21 MS MORGAN STANLEY1.8K shares6.58%2025-12-312026-01-21 PEP PEPSICO INC2.2K shares8.35%2025-12-312026-01-21 AMGN AMGEN INC964 shares6.40%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE1.0K shares5.37%2025-12-312026-01-21 QCOM QUALCOMM INC1.8K shares4.08%2025-12-312026-01-21 EEM ISHARES TR5.7K shares-2.37%2025-12-312026-01-21 ADP AUTOMATIC DATA PROCESSING IN1.2K sharesnew addition2025-12-312026-01-21 ORCL ORACLE CORP1.6K shares-0.38%2025-12-312026-01-21 PHO INVESCO EXCHANGE TRADED FD T4.3K shares39.91%2025-12-312026-01-21 JEPQ J P MORGAN EXCHANGE TRADED F5.2K shares0.00%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR9.1K shares1.01%2025-12-312026-01-21 T AT&T INC11.7K shares-3.05%2025-12-312026-01-21 DIV GLOBAL X FDS16.7K shares0.20%2025-12-312026-01-21 JQUA J P MORGAN EXCHANGE TRADED F4.5K shares12.97%2025-12-312026-01-21 MUFG MITSUBISHI UFJ FINL GROUP IN17.5K shares9.23%2025-12-312026-01-21 FKU FIRST TR EXCH TRD ALPHDX FD5.4K shares-3.12%2025-12-312026-01-21 KLAC KLA CORP226 shares8.13%2025-12-312026-01-21 EFG ISHARES TR2.4K shares0.00%2025-12-312026-01-21 VLUE ISHARES TR2.0K shares14.96%2025-12-312026-01-21 RING ISHARES INC3.6K shares-1.09%2025-12-312026-01-21 AMD ADVANCED MICRO DEVICES INC1.2K shares-13.23%2025-12-312026-01-21 FTRI FIRST TR EXCHANGE TRADED FD16.4K shares-3.84%2025-12-312026-01-21 ABT ABBOTT LABS2.0K shares11.29%2025-12-312026-01-21 TIP ISHARES TR2.3K shares0.00%2025-12-312026-01-21 EPS WISDOMTREE TR3.5K shares-16.57%2025-12-312026-01-21 VGSH VANGUARD SCOTTSDALE FDS4.3K sharesnew addition2025-12-312026-01-21 NEE NEXTERA ENERGY INC3.1K shares5.10%2025-12-312026-01-21 SPGI S&P GLOBAL INC477 shares0.21%2025-12-312026-01-21 XOP SPDR SERIES TRUST2.0K shares0.00%2025-12-312026-01-21 VDE VANGUARD WORLD FD2.0K shares0.00%2025-12-312026-01-21 TJX TJX COS INC NEW1.6K shares5.89%2025-12-312026-01-21 CMI CUMMINS INC479 shares-2.64%2025-12-312026-01-21 NVS NOVARTIS AG1.8K sharesnew addition2025-12-312026-01-21 JPIE J P MORGAN EXCHANGE TRADED F5.3K sharesnew addition2025-12-312026-01-21 DHR DANAHER CORPORATION1.0K sharesnew addition2025-12-312026-01-21 QUAL ISHARES TR1.2K shares6.33%2025-12-312026-01-21 DFJ WISDOMTREE TR2.5K shares10.63%2025-12-312026-01-21 PFE PFIZER INC9.5K shares5.06%2025-12-312026-01-21 TXN TEXAS INSTRS INC1.4K shares0.59%2025-12-312026-01-21 SDY SPDR SERIES TRUST1.7K shares0.54%2025-12-312026-01-21 USFR WISDOMTREE TR4.6K shares-0.37%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS3.0K shares-1.00%2025-12-312026-01-21 UDI USCF ETF TR7.2K sharesnew addition2025-12-312026-01-21 BCAT BLACKROCK CAP ALLOCATION TER16.2K shares0.00%2025-12-312026-01-21 LOW LOWES COS INC945 shares4.30%2025-12-312026-01-21 APH AMPHENOL CORP NEW1.7K sharesnew addition2025-12-312026-01-21 SMFG SUMITOMO MITSUI FINL GROUP I11.7K shares12.31%2025-12-312026-01-21 TLT ISHARES TR2.6K shares0.00%2025-12-312026-01-21 MU MICRON TECHNOLOGY INC767 sharesnew addition2025-12-312026-01-21 PSCE INVESCO EXCH TRADED FD TR II5.0K shares-10.83%2025-12-312026-01-21 PH PARKER-HANNIFIN CORP245 shares-47.76%2025-12-312026-01-21 TMSL T ROWE PRICE ETF INC6.0K sharesnew addition2025-12-312026-01-21 IEI ISHARES TR1.8K shares-55.28%2025-12-312026-01-21 RWO SPDR INDEX SHS FDS4.7K shares0.85%2025-12-312026-01-21 REMX VANECK ETF TRUST2.9K sharesnew addition2025-12-312026-01-21 RDVI FIRST TR EXCHANGE-TRADED FD8.1K sharesnew addition2025-12-312026-01-21 APP APPLOVIN CORP312 shares1.63%2025-12-312026-01-21 NUEM NUSHARES ETF TR5.9K shares-5.32%2025-12-312026-01-21 FDN FIRST TR EXCHANGE-TRADED FD779 shares0.00%2025-12-312026-01-21 QQQI NEOS ETF TRUST3.9K shares0.00%2025-12-312026-01-21 FYX FIRST TR EXCHANGE-TRADED ALP1.8K shares0.00%2025-12-312026-01-21 JPEM J P MORGAN EXCHANGE TRADED F3.4K sharesnew addition2025-12-312026-01-21 FTEC FIDELITY COVINGTON TRUST922 shares-32.60%2025-12-312026-01-21 D DOMINION ENERGY INC3.5K shares0.46%2025-12-312026-01-21 DFAR DIMENSIONAL ETF TRUST8.8K shares-49.64%2025-12-312026-01-21 EAGG ISHARES TR4.2K sharesnew addition2025-12-312026-01-21 ASML ASML HOLDING N V188 sharesnew addition2025-12-312026-01-21 BIT BLACKROCK MULTI SECTOR INC T14.2K shares0.00%2025-12-312026-01-21 MFG MIZUHO FINANCIAL GROUP INC23.5K shares4.56%2025-12-312026-01-21 XFLT XAI OCTAGN FLT RAT & ALT INM15.4K shares-56.86%2025-12-312026-01-21 WIT WIPRO LTD13.3K shares28.21%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available