The Analysis of WealthPlan Investment Management, LLC's Holdings
Currently, WealthPlan Investment Management, LLC holds 376 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+1.0M shares, valued at $52.7M), IVV (+29.1K shares, valued at $19.9M), MSFT (+28.6K shares, valued at $13.8M); decreased their positions in UDEC (-265.0K shares, valued at $10.5M), DECT (-283.2K shares, valued at $10.4M), BDEC (-204.1K shares, valued at $10.1M); initiated new positions in N/A (+1.0M shares, valued at $52.7M), SGVT (+71.1K shares, valued at $7.1M), MTBA (+116.4K shares, valued at $5.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC382.2K shares-1.09%2025-12-312026-02-05
VTI VANGUARD INDEX FDS176.1K shares-3.84%2025-12-312026-02-05 IVV ISHARES TR68.9K shares73.00%2025-12-312026-02-05 NVDA NVIDIA CORPORATION206.8K shares32.46%2025-12-312026-02-05 MSFT MICROSOFT CORP62.8K shares83.40%2025-12-312026-02-05 ALPHABET INC ALPHABET INC91.3K shares-20.66%2025-12-312026-02-05 BIL SPDR SERIES TRUST303.0K shares-2.99%2025-12-312026-02-05 IEMG ISHARES INC380.1K shares16.89%2025-12-312026-02-05 SCHF SCHWAB STRATEGIC TR1.0M shares1.37%2025-12-312026-02-05 SPAB SPDR SERIES TRUST918.0K shares7.01%2025-12-312026-02-05 IVE ISHARES TR99.3K shares4.33%2025-12-312026-02-05 ALPHABET INC ALPHABET INC65.6K shares145.71%2025-12-312026-02-05 META META PLATFORMS INC30.9K shares34.26%2025-12-312026-02-05 BUFR FIRST TR EXCHNG TRADED FD VI557.4K shares-14.11%2025-12-312026-02-05 HEQT SIMPLIFY EXCHANGE TRADED FUN558.4K shares-14.61%2025-12-312026-02-05 DGRO ISHARES TR255.6K shares-10.41%2025-12-312026-02-05 AVEM AMERICAN CENTY ETF TR230.0K shares2.89%2025-12-312026-02-05 EPS WISDOMTREE TR233.3K shares55.55%2025-12-312026-02-05 WMT WALMART INC146.3K shares-24.54%2025-12-312026-02-05 AMZN AMAZON COM INC68.8K shares-15.77%2025-12-312026-02-05 JIRE J P MORGAN EXCHANGE TRADED F206.1K shares33.20%2025-12-312026-02-05 CLOI VANECK ETF TRUST282.2K shares-12.84%2025-12-312026-02-05 CASY CASEYS GEN STORES INC26.8K shares-27.84%2025-12-312026-02-05 MINT PIMCO ETF TR142.5K shares20.49%2025-12-312026-02-05 JGRO J P MORGAN EXCHANGE TRADED F152.4K shares66.10%2025-12-312026-02-05 HELO J P MORGAN EXCHANGE TRADED F211.5K shares-8.66%2025-12-312026-02-05 IGRO ISHARES TR167.6K shares-5.75%2025-12-312026-02-05 ABBV ABBVIE INC57.9K shares-21.73%2025-12-312026-02-05 CVX CHEVRON CORP NEW86.3K shares-9.24%2025-12-312026-02-05 FTLS FIRST TR EXCH TRADED FD III185.1K shares-14.45%2025-12-312026-02-05 JAVA J P MORGAN EXCHANGE TRADED F178.7K shares43.16%2025-12-312026-02-05 COWZ PACER FDS TR208.4K shares-6.57%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW14.5K shares-20.24%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.38.4K shares6.21%2025-12-312026-02-05 XOM EXXON MOBIL CORP97.3K shares179.82%2025-12-312026-02-05 JGLO J P MORGAN EXCHANGE TRADED F172.9K shares36.95%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON54.2K shares-21.62%2025-12-312026-02-05 FLBL FRANKLIN TEMPLETON ETF TR476.4K shares-36.51%2025-12-312026-02-05 AGGY WISDOMTREE TR240.3K shares277.48%2025-12-312026-02-05 AGG ISHARES TR104.5K shares62.97%2025-12-312026-02-05 MOAT VANECK ETF TRUST97.0K shares-4.04%2025-12-312026-02-05 VMI VALMONT INDS INC24.6K shares-0.21%2025-12-312026-02-05 AGOX STARBOARD INVT TR345.8K shares-15.72%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2025-12-312026-02-05 MBSF VALUED ADVISERS TR373.5K shares-20.11%2025-12-312026-02-05 IEFA ISHARES TR106.7K shares74.94%2025-12-312026-02-05 MA MASTERCARD INCORPORATED15.8K shares-24.46%2025-12-312026-02-05 JCPB J P MORGAN EXCHANGE TRADED F181.1K shares13.97%2025-12-312026-02-05 FLTR VANECK ETF TRUST331.6K shares-21.03%2025-12-312026-02-05 SPYG SPDR SERIES TRUST77.6K shares-2.11%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR12.1K shares26.45%2025-12-312026-02-05 AZN ASTRAZENECA PLC86.1K shares0.06%2025-12-312026-02-05 HIGH SIMPLIFY EXCHANGE TRADED FUN353.8K shares-36.79%2025-12-312026-02-05 TDV PROSHARES TR89.9K shares-14.56%2025-12-312026-02-05 BROADCOM INC BROADCOM INC22.5K shares76.62%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS26.2K shares-36.50%2025-12-312026-02-05 TSLA TESLA INC17.0K shares29.00%2025-12-312026-02-05 AMGN AMGEN INC23.3K shares-39.02%2025-12-312026-02-05 EMR EMERSON ELEC CO54.7K shares-40.27%2025-12-312026-02-05 SGVT SCHWAB STRATEGIC TR71.1K sharesnew addition2025-12-312026-02-05 NUE NUCOR CORP42.8K shares-36.25%2025-12-312026-02-05 ICOW PACER FDS TR179.7K shares-4.43%2025-12-312026-02-05 JMEE J P MORGAN EXCHANGE TRADED F104.7K shares58.77%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC37.5K shares18.16%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC162.5K shares-29.68%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR244.8K shares-0.84%2025-12-312026-02-05 PEP PEPSICO INC45.4K shares-46.62%2025-12-312026-02-05 FTSM FIRST TR EXCHANGE-TRADED FD107.3K shares4.79%2025-12-312026-02-05 MSM MSC INDL DIRECT INC76.3K shares-43.77%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP13.2K shares-36.23%2025-12-312026-02-05 LLY ELI LILLY & CO6.0K shares190.49%2025-12-312026-02-05 LECO LINCOLN ELEC HLDGS INC25.9K shares-40.60%2025-12-312026-02-05 MTBA SIMPLIFY EXCHANGE TRADED FUN116.4K sharesnew addition2025-12-312026-02-05 CAT CATERPILLAR INC9.9K shares81.60%2025-12-312026-02-05 GGG GRACO INC68.9K shares-43.44%2025-12-312026-02-05 ORCL ORACLE CORP28.2K shares218.52%2025-12-312026-02-05 AGGH SIMPLIFY EXCHANGE TRADED FUN258.4K sharesnew addition2025-12-312026-02-05 TMO THERMO FISHER SCIENTIFIC INC9.2K shares-40.81%2025-12-312026-02-05 GPC GENUINE PARTS CO43.2K shares-44.93%2025-12-312026-02-05 O REALTY INCOME CORP93.0K shares-36.81%2025-12-312026-02-05 TSN TYSON FOODS INC89.3K shares-52.84%2025-12-312026-02-05 SEMI COLUMBIA ETF TR I166.7K shares-9.01%2025-12-312026-02-05 CFR CULLEN FROST BANKERS INC40.1K shares-35.24%2025-12-312026-02-05 V VISA INC13.7K shares204.99%2025-12-312026-02-05 JFLX J P MORGAN EXCHANGE TRADED F94.9K shares39.34%2025-12-312026-02-05 TXN TEXAS INSTRS INC27.1K shares-44.53%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC14.2K shares1776.75%2025-12-312026-02-05 ALB ALBEMARLE CORP33.0K shares-51.05%2025-12-312026-02-05 HD HOME DEPOT INC13.5K shares308.71%2025-12-312026-02-05 BOXX EA SERIES TRUST39.9K shares0.53%2025-12-312026-02-05 RPM RPM INTL INC43.6K shares-45.54%2025-12-312026-02-05 KO COCA COLA CO62.2K shares505.01%2025-12-312026-02-05 SPYD SPDR SERIES TRUST96.4K shares-2.03%2025-12-312026-02-05 DOV DOVER CORP20.2K shares-47.02%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR141.6K shares-8.82%2025-12-312026-02-05 ESGU ISHARES TR25.8K shares-0.05%2025-12-312026-02-05 ASTS AST SPACEMOBILE INC52.5K shares-0.26%2025-12-312026-02-05 BRO BROWN & BROWN INC46.6K shares-53.00%2025-12-312026-02-05 IVW ISHARES TR28.6K shares-4.93%2025-12-312026-02-05 MCD MCDONALDS CORP11.4K shares162.98%2025-12-312026-02-05 GEV GE VERNOVA INC5.3K shares38.17%2025-12-312026-02-05 APD AIR PRODS & CHEMS INC13.5K shares-57.01%2025-12-312026-02-05 SPGI S&P GLOBAL INC5.9K shares-40.76%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO21.4K shares140.52%2025-12-312026-02-05 VOYG VOYAGER TECHNOLOGIES INC114.2K sharesnew addition2025-12-312026-02-05 ABT ABBOTT LABS23.7K shares258.69%2025-12-312026-02-05 WTPI WISDOMTREE TR88.3K sharesnew addition2025-12-312026-02-05 ADBE ADOBE INC8.1K shares-33.40%2025-12-312026-02-05 HYLB DBX ETF TR73.0K shares30.10%2025-12-312026-02-05 INTC INTEL CORP71.9K shares0.20%2025-12-312026-02-05 UNP UNION PAC CORP11.4K shares-2.93%2025-12-312026-02-05 NKE NIKE INC41.3K shares-54.91%2025-12-312026-02-05 QHY WISDOMTREE TR56.6K sharesnew addition2025-12-312026-02-05 TMUS T-MOBILE US INC12.7K shares578.56%2025-12-312026-02-05 NFLX NETFLIX INC26.9K shares1380.47%2025-12-312026-02-05 PJAN INNOVATOR ETFS TRUST53.4K shares21.56%2025-12-312026-02-05 IWM ISHARES TR9.9K shares-0.87%2025-12-312026-02-05 XLG INVESCO EXCHANGE TRADED FD T41.0K shares6.18%2025-12-312026-02-05 UDEC INNOVATOR ETFS TRUST61.2K shares-81.25%2025-12-312026-02-05 IVLU ISHARES TR63.6K shares-0.85%2025-12-312026-02-05 EMLC VANECK ETF TRUST90.9K sharesnew addition2025-12-312026-02-05 PFFD GLOBAL X FDS120.8K sharesnew addition2025-12-312026-02-05 STZ CONSTELLATION BRANDS INC16.5K shares-52.74%2025-12-312026-02-05 NVS NOVARTIS AG16.2K shares72.77%2025-12-312026-02-05 DGRW WISDOMTREE TR24.8K shares-10.91%2025-12-312026-02-05 TDIV FIRST TR EXCHANGE TRADED FD22.6K shares1.29%2025-12-312026-02-05 HYIN WISDOMTREE TR137.4K sharesnew addition2025-12-312026-02-05 BAC BANK AMERICA CORP39.5K shares190.31%2025-12-312026-02-05 LNG CHENIERE ENERGY INC10.9K shares-41.51%2025-12-312026-02-05 SPTM SPDR SERIES TRUST25.3K shares-6.87%2025-12-312026-02-05 FBTC FIDELITY WISE ORIGIN BITCOIN27.4K shares38.13%2025-12-312026-02-05 ALPS ETF TR ALPS ETF TR35.5K shares2.19%2025-12-312026-02-05 ISRG INTUITIVE SURGICAL INC3.6K shares91.52%2025-12-312026-02-05 DTH WISDOMTREE TR39.4K shares-3.60%2025-12-312026-02-05 QUAL ISHARES TR10.2K shares-3.29%2025-12-312026-02-05 LOW LOWES COS INC8.3K shares-3.36%2025-12-312026-02-05 GBTC GRAYSCALE BITCOIN TRUST ETF29.3K shares-8.81%2025-12-312026-02-05 KTOS KRATOS DEFENSE & SEC SOLUTIO25.9K shares-1.51%2025-12-312026-02-05 TLT ISHARES TR22.4K shares-3.39%2025-12-312026-02-05 UBER UBER TECHNOLOGIES INC23.7K shares28.53%2025-12-312026-02-05 EFG ISHARES TR16.8K shares-7.97%2025-12-312026-02-05 JEPQ J P MORGAN EXCHANGE TRADED F32.8K shares756.02%2025-12-312026-02-05 SCHW SCHWAB CHARLES CORP19.0K shares254.83%2025-12-312026-02-05 GLD SPDR GOLD TR4.6K shares-5.37%2025-12-312026-02-05 GAUG FIRST TR EXCHNG TRADED FD VI45.4K shares-84.76%2025-12-312026-02-05 UMAR INNOVATOR ETFS TRUST44.0K shares-84.97%2025-12-312026-02-05 IWN ISHARES TR9.6K shares4.03%2025-12-312026-02-05 GILD GILEAD SCIENCES INC13.5K shares316.74%2025-12-312026-02-05 ROP ROPER TECHNOLOGIES INC3.7K shares-46.14%2025-12-312026-02-05 PFE PFIZER INC65.8K shares-1.30%2025-12-312026-02-05 DEM WISDOMTREE TR34.5K shares4.85%2025-12-312026-02-05 VLTO VERALTO CORP16.1K shares-43.28%2025-12-312026-02-05 OUSM ALPS ETF TR36.6K shares3.17%2025-12-312026-02-05 BDEC INNOVATOR ETFS TRUST32.0K shares-86.43%2025-12-312026-02-05 GS GOLDMAN SACHS GROUP INC1.8K shares-18.31%2025-12-312026-02-05 T AT&T INC63.4K shares415.01%2025-12-312026-02-05 DECT AIM ETF PRODUCTS TRUST42.5K shares-86.96%2025-12-312026-02-05 XLK SELECT SECTOR SPDR TR10.6K shares179.98%2025-12-312026-02-05 NEAR ISHARES U S ETF TR29.2K shares1.23%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE4.7K shares361.61%2025-12-312026-02-05 AOS SMITH A O CORP21.6K shares-51.27%2025-12-312026-02-05 IBIT ISHARES BITCOIN TRUST ETF28.6K sharesnew addition2025-12-312026-02-05 CMF ISHARES TR24.6K shares-3.87%2025-12-312026-02-05 AXP AMERICAN EXPRESS CO3.8K sharesnew addition2025-12-312026-02-05 JHID JOHN HANCOCK EXCHANGE TRADED36.3K shares-46.90%2025-12-312026-02-05 OEF ISHARES TR4.0K shares-3.68%2025-12-312026-02-05 VRT VERTIV HOLDINGS CO8.4K shares1.45%2025-12-312026-02-05 JPIE J P MORGAN EXCHANGE TRADED F28.7K shares-12.00%2025-12-312026-02-05 AMD ADVANCED MICRO DEVICES INC6.2K shares338.53%2025-12-312026-02-05 DELL DELL TECHNOLOGIES INC10.4K shares7.07%2025-12-312026-02-05 EFV ISHARES TR18.2K shares-4.27%2025-12-312026-02-05 MU MICRON TECHNOLOGY INC4.5K sharesnew addition2025-12-312026-02-05 IYW ISHARES TR6.4K shares-2.03%2025-12-312026-02-05 NOC NORTHROP GRUMMAN CORP2.2K shares-4.92%2025-12-312026-02-05 GOLF ACUSHNET HLDGS CORP14.8K shares-3.86%2025-12-312026-02-05 BTAL AGF INVTS TR81.0K sharesnew addition2025-12-312026-02-05 TSM TAIWAN SEMICONDUCTOR MFG LTD3.8K shares-3.21%2025-12-312026-02-05 CRWD CROWDSTRIKE HLDGS INC2.4K shares76.16%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC7.1K shares-29.48%2025-12-312026-02-05 CATX PERSPECTIVE THERAPEUTICS INC404.1K shares0.00%2025-12-312026-02-05 IUSB ISHARES TR23.6K shares-5.82%2025-12-312026-02-05 PJUL INNOVATOR ETFS TRUST23.6K sharesnew addition2025-12-312026-02-05 AMAT APPLIED MATLS INC4.2K sharesnew addition2025-12-312026-02-05 SPYM SPDR SERIES TRUST13.4K shares-3.97%2025-12-312026-02-05 WFC WELLS FARGO CO NEW11.3K shares-1.55%2025-12-312026-02-05 PAPR INNOVATOR ETFS TRUST27.0K sharesnew addition2025-12-312026-02-05 JEPI J P MORGAN EXCHANGE TRADED F18.3K shares-44.25%2025-12-312026-02-05 SNPS SYNOPSYS INC2.2K shares-54.73%2025-12-312026-02-05 POCT INNOVATOR ETFS TRUST23.4K sharesnew addition2025-12-312026-02-05 REGL PROSHARES TR12.2K shares-35.19%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS4.6K shares-1.98%2025-12-312026-02-05 MKL MARKEL GROUP INC468 shares-21.61%2025-12-312026-02-05 NTSX WISDOMTREE TR18.3K shares1.08%2025-12-312026-02-05 SDVY FIRST TR EXCHANGE-TRADED FD25.6K shares-1.86%2025-12-312026-02-05 DNL WISDOMTREE TR23.7K shares-35.85%2025-12-312026-02-05 DYNF BLACKROCK ETF TRUST14.7K shares-5.80%2025-12-312026-02-05 COIN COINBASE GLOBAL INC3.9K shares-14.31%2025-12-312026-02-05 ITOT ISHARES TR5.7K shares-3.77%2025-12-312026-02-05 LULU LULULEMON ATHLETICA INC4.0K shares-58.36%2025-12-312026-02-05 NTSI WISDOMTREE TR19.0K sharesnew addition2025-12-312026-02-05 ARCC ARES CAPITAL CORP41.4K shares-32.35%2025-12-312026-02-05 IEV ISHARES TR12.2K shares-1.82%2025-12-312026-02-05 DJD INVESCO EXCHANGE TRADED FD T14.0K shares-8.94%2025-12-312026-02-05 DIA SPDR DOW JONES INDL AVERAGE1.7K shares0.24%2025-12-312026-02-05 IWB ISHARES TR2.1K shares-1.74%2025-12-312026-02-05 SUSL ISHARES TR6.3K shares-1.66%2025-12-312026-02-05 SCHA SCHWAB STRATEGIC TR26.1K shares0.15%2025-12-312026-02-05 BKE BUCKLE INC13.5K shares0.01%2025-12-312026-02-05 SPMD SPDR SERIES TRUST12.2K shares-1.60%2025-12-312026-02-05 VV VANGUARD INDEX FDS2.2K shares55.77%2025-12-312026-02-05 XSOE WISDOMTREE TR17.9K shares-13.41%2025-12-312026-02-05 CITIGROUP INC CITIGROUP INC6.0K shares-24.54%2025-12-312026-02-05 NOW SERVICENOW INC4.5K shares1548.73%2025-12-312026-02-05 BA BOEING CO3.2K sharesnew addition2025-12-312026-02-05 BBUS J P MORGAN EXCHANGE TRADED F5.4K shares-78.47%2025-12-312026-02-05 DLN WISDOMTREE TR7.5K shares99.87%2025-12-312026-02-05 PANW PALO ALTO NETWORKS INC3.5K sharesnew addition2025-12-312026-02-05 ZLAB ZAI LAB LTD36.8K shares0.00%2025-12-312026-02-05 IWP ISHARES TR4.7K shares-0.06%2025-12-312026-02-05 VUG VANGUARD INDEX FDS1.3K shares7.41%2025-12-312026-02-05 APH AMPHENOL CORP NEW4.7K sharesnew addition2025-12-312026-02-05 FEX FIRST TR EXCHANGE-TRADED ALP5.3K shares-0.73%2025-12-312026-02-05 ADP AUTOMATIC DATA PROCESSING IN2.4K shares-8.23%2025-12-312026-02-05 XHLF BONDBLOXX ETF TRUST12.0K shares-5.76%2025-12-312026-02-05 FSCO FS CREDIT OPPORTUNITIES CORP95.6K shares-11.26%2025-12-312026-02-05 REET ISHARES TR24.0K shares0.03%2025-12-312026-02-05 EW EDWARDS LIFESCIENCES CORP7.0K sharesnew addition2025-12-312026-02-05 MRCP PGIM ROCK ETF TR18.2K shares-37.79%2025-12-312026-02-05 JMUB J P MORGAN EXCHANGE TRADED F11.4K shares-48.45%2025-12-312026-02-05 KLAC KLA CORP475 sharesnew addition2025-12-312026-02-05 AEP AMERICAN ELEC PWR CO INC4.9K shares0.20%2025-12-312026-02-05 ETFS GOLD TR ETFS GOLD TR13.8K shares-18.61%2025-12-312026-02-05 EMXC ISHARES INC7.7K shares-3.07%2025-12-312026-02-05 WPC WP CAREY INC8.6K shares-20.58%2025-12-312026-02-05 SCHE SCHWAB STRATEGIC TR16.8K shares-2.25%2025-12-312026-02-05 BMY BRISTOL-MYERS SQUIBB CO10.1K shares26.86%2025-12-312026-02-05 SPHY SPDR SERIES TRUST22.7K shares-1.84%2025-12-312026-02-05 DE DEERE & CO1.1K shares8.60%2025-12-312026-02-05 CEG CONSTELLATION ENERGY CORP1.5K shares0.74%2025-12-312026-02-05 BJAN INNOVATOR ETFS TRUST9.6K shares-40.63%2025-12-312026-02-05 SCHG SCHWAB STRATEGIC TR16.1K shares-12.96%2025-12-312026-02-05 UMBF UMB FINL CORP4.5K shares-9.38%2025-12-312026-02-05 SHOP SHOPIFY INC3.2K shares32.72%2025-12-312026-02-05 DFEB FIRST TR EXCHNG TRADED FD VI10.6K shares-1.83%2025-12-312026-02-05 RPV INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2025-12-312026-02-05 SCHP SCHWAB STRATEGIC TR18.8K shares-4.68%2025-12-312026-02-05 HIMS HIMS & HERS HEALTH INC14.9K shares-0.43%2025-12-312026-02-05 SPYV SPDR SERIES TRUST8.4K shares45.29%2025-12-312026-02-05 SFLR INNOVATOR ETFS TRUST12.9K shares0.09%2025-12-312026-02-05 XYL XYLEM INC3.5K sharesnew addition2025-12-312026-02-05 SPEM SPDR INDEX SHS FDS10.1K shares0.00%2025-12-312026-02-05 SLV ISHARES SILVER TR7.3K shares0.23%2025-12-312026-02-05 VTV VANGUARD INDEX FDS2.5K shares0.74%2025-12-312026-02-05 XFIV BONDBLOXX ETF TRUST9.5K shares-1.76%2025-12-312026-02-05 OSCR OSCAR HEALTH INC32.6K shares-7.86%2025-12-312026-02-05 HON HONEYWELL INTL INC2.4K shares-9.40%2025-12-312026-02-05 SPDW SPDR INDEX SHS FDS10.2K shares-0.03%2025-12-312026-02-05 VGT VANGUARD WORLD FD590 shares-14.62%2025-12-312026-02-05 USMV ISHARES TR4.7K shares-1.47%2025-12-312026-02-05 F FORD MTR CO33.2K shares-7.94%2025-12-312026-02-05 GRID FIRST TR EXCHANGE TRADED FD2.8K sharesnew addition2025-12-312026-02-05 DHR DANAHER CORPORATION1.9K shares-15.72%2025-12-312026-02-05 RR RICHTECH ROBOTICS INC133.2K shares3.95%2025-12-312026-02-05 PWZ INVESCO EXCH TRADED FD TR II17.7K shares-6.77%2025-12-312026-02-05 FIW FIRST TR EXCHANGE-TRADED FD3.9K sharesnew addition2025-12-312026-02-05 XSVN BONDBLOXX ETF TRUST8.7K shares-2.50%2025-12-312026-02-05 CHRW C H ROBINSON WORLDWIDE INC2.5K shares-2.86%2025-12-312026-02-05 FDX FEDEX CORP1.4K shares-2.68%2025-12-312026-02-05 BBIN J P MORGAN EXCHANGE TRADED F5.6K sharesnew addition2025-12-312026-02-05 IGM ISHARES TR3.1K shares-0.16%2025-12-312026-02-05 MO ALTRIA GROUP INC6.9K shares-8.47%2025-12-312026-02-05 TRV TRAVELERS COMPANIES INC1.4K shares-2.94%2025-12-312026-02-05 IOCT INNOVATOR ETFS TRUST11.2K sharesnew addition2025-12-312026-02-05 SCHI SCHWAB STRATEGIC TR16.8K shares-1.63%2025-12-312026-02-05 IAPR INNOVATOR ETFS TRUST12.5K sharesnew addition2025-12-312026-02-05 IJUL INNOVATOR ETFS TRUST11.5K sharesnew addition2025-12-312026-02-05 IJAN INNOVATOR ETFS TRUST10.7K sharesnew addition2025-12-312026-02-05 SCHZ SCHWAB STRATEGIC TR16.5K shares-12.76%2025-12-312026-02-05 PMAY INNOVATOR ETFS TRUST9.7K shares-1.17%2025-12-312026-02-05 PFEB INNOVATOR ETFS TRUST9.3K shares-13.00%2025-12-312026-02-05 GMUB GOLDMAN SACHS ETF TR7.3K shares68.98%2025-12-312026-02-05 QDF FLEXSHARES TR4.6K sharesnew addition2025-12-312026-02-05 VBK VANGUARD INDEX FDS1.2K shares-1.05%2025-12-312026-02-05 EYLD CAMBRIA ETF TR9.7K shares2.57%2025-12-312026-02-05 SBUX STARBUCKS CORP4.3K sharesnew addition2025-12-312026-02-05 AVIG AMERICAN CENTY ETF TR8.5K shares-75.13%2025-12-312026-02-05 VEU VANGUARD INTL EQUITY INDEX F4.8K shares0.00%2025-12-312026-02-05 VXUS VANGUARD STAR FDS4.6K shares8.83%2025-12-312026-02-05 EMB ISHARES TR3.6K shares0.80%2025-12-312026-02-05 XUSP INNOVATOR ETFS TRUST7.4K shares0.00%2025-12-312026-02-05 GM GENERAL MTRS CO4.2K shares-8.74%2025-12-312026-02-05 CMC COMMERCIAL METALS CO4.8K shares0.00%2025-12-312026-02-05 XLE SELECT SECTOR SPDR TR7.2K shares188.42%2025-12-312026-02-05 XLI SELECT SECTOR SPDR TR2.1K shares-0.73%2025-12-312026-02-05 TJX TJX COS INC NEW2.1K shares37.85%2025-12-312026-02-05 PAUG INNOVATOR ETFS TRUST7.3K shares0.00%2025-12-312026-02-05 AXSM AXSOME THERAPEUTICS INC1.7K shares0.00%2025-12-312026-02-05 CINF CINCINNATI FINL CORP1.9K shares-11.31%2025-12-312026-02-05 BND VANGUARD BD INDEX FDS4.1K shares13.08%2025-12-312026-02-05 TOPT ISHARES TR9.8K sharesnew addition2025-12-312026-02-05 IJH ISHARES TR4.6K shares13.69%2025-12-312026-02-05 EJUL INNOVATOR ETFS TRUST10.1K sharesnew addition2025-12-312026-02-05 EJAN INNOVATOR ETFS TRUST8.7K sharesnew addition2025-12-312026-02-05 WM WASTE MGMT INC DEL1.3K shares8.02%2025-12-312026-02-05 BNDC FLEXSHARES TR12.4K sharesnew addition2025-12-312026-02-05 PROSHARES TR PROSHARES TR4.0K sharesnew addition2025-12-312026-02-05 VYM VANGUARD WHITEHALL FDS1.9K shares0.31%2025-12-312026-02-05 SPVU INVESCO EXCH TRADED FD TR II4.8K sharesnew addition2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS4.4K sharesnew addition2025-12-312026-02-05 CMCSA COMCAST CORP NEW9.1K shares-17.99%2025-12-312026-02-05 SPOT SPOTIFY TECHNOLOGY S A466 shares-9.16%2025-12-312026-02-05 IJT ISHARES TR1.9K shares0.00%2025-12-312026-02-05 NJAN INNOVATOR ETFS TRUST4.8K shares-53.46%2025-12-312026-02-05 GNMA ISHARES TR5.9K shares0.00%2025-12-312026-02-05 VLUE ISHARES TR1.9K shares0.00%2025-12-312026-02-05 HYGV FLEXSHARES TR6.3K sharesnew addition2025-12-312026-02-05 MNST MONSTER BEVERAGE CORP NEW3.3K shares1.49%2025-12-312026-02-05 SDD PROSHARES TR20.5K shares95.54%2025-12-312026-02-05 MAGS LISTED FDS TR3.9K shares-26.43%2025-12-312026-02-05 FDEC FIRST TR EXCHNG TRADED FD VI4.9K shares-64.53%2025-12-312026-02-05 UTRE RBB FD INC5.1K shares0.00%2025-12-312026-02-05 PCAR PACCAR INC2.3K shares0.75%2025-12-312026-02-05 OBIL RBB FD INC5.0K shares0.00%2025-12-312026-02-05 CIEN CIENA CORP1.1K sharesnew addition2025-12-312026-02-05 DON WISDOMTREE TR4.8K sharesnew addition2025-12-312026-02-05 IQDF FLEXSHARES TR8.1K sharesnew addition2025-12-312026-02-05 DDEC FIRST TR EXCHNG TRADED FD VI5.4K shares-1.33%2025-12-312026-02-05 LW LAMB WESTON HLDGS INC5.7K shares3.66%2025-12-312026-02-05 IMAX IMAX CORP6.3K sharesnew addition2025-12-312026-02-05 ALL ALLSTATE CORP1.1K shares1.54%2025-12-312026-02-05 MDLZ MONDELEZ INTL INC4.3K shares-7.07%2025-12-312026-02-05 MINO PIMCO ETF TR5.1K shares-15.31%2025-12-312026-02-05 COF CAPITAL ONE FINL CORP958 sharesnew addition2025-12-312026-02-05 STLD STEEL DYNAMICS INC1.4K sharesnew addition2025-12-312026-02-05 LYV LIVE NATION ENTERTAINMENT IN1.6K shares-5.01%2025-12-312026-02-05 RODM LATTICE STRATEGIES TR6.2K shares-7.34%2025-12-312026-02-05 PDEC INNOVATOR ETFS TRUST5.1K shares0.00%2025-12-312026-02-05 PJUN INNOVATOR ETFS TRUST5.2K shares-3.58%2025-12-312026-02-05 USB US BANCORP DEL4.1K sharesnew addition2025-12-312026-02-05 DIAL COLUMBIA ETF TR I11.8K shares0.00%2025-12-312026-02-05 TLH ISHARES TR2.1K shares-86.68%2025-12-312026-02-05 MPC MARATHON PETE CORP1.3K shares0.08%2025-12-312026-02-05 SMH VANECK ETF TRUST588 shares-10.91%2025-12-312026-02-05 RY ROYAL BK CDA1.2K sharesnew addition2025-12-312026-02-05 ESGE ISHARES INC4.7K shares-2.48%2025-12-312026-02-05 DIS DISNEY WALT CO1.8K shares-15.65%2025-12-312026-02-05 NVR NVR INC28 shares-26.32%2025-12-312026-02-05 LIF LIFE360 INC3.1K shares-2.04%2025-12-312026-02-05 BP BP PLC5.8K sharesnew addition2025-12-312026-02-05 NXP NUVEEN SELECT TAX-FREE INCOM13.9K sharesnew addition2025-12-312026-02-05 CAG CONAGRA BRANDS INC10.9K shares5.28%2025-12-312026-02-05 VLY VALLEY NATL BANCORP15.8K shares0.00%2025-12-312026-02-05 DCTH DELCATH SYS INC17.4K shares0.00%2025-12-312026-02-05 MSIF MSC INCOME FUND INC12.1K sharesnew addition2025-12-312026-02-05 POET POET TECHNOLOGIES INC21.8K shares4.82%2025-12-312026-02-05 PGX INVESCO EXCH TRADED FD TR II11.8K shares-16.85%2025-12-312026-02-05 GPRE GREEN PLAINS INC11.7K shares0.00%2025-12-312026-02-05 AGNC AGNC INVT CORP10.6K shares0.00%2025-12-312026-02-05 IBRX IMMUNITYBIO INC13.7K sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available