The Analysis of Winch Advisory Services, LLC's Holdings
Currently, Winch Advisory Services, LLC holds 519 types of securities in its portfolio with a total value $452.1M. In the most recent quarter, they have increased their positions in NFLX (+47.4K shares, valued at $4.4M), GBIL (+37.7K shares, valued at $3.8M), SPTM (+11.5K shares, valued at $949.2K); decreased their positions in NVDA (-14.6K shares, valued at $2.7M), ORCL (-7.7K shares, valued at $1.2M), VTI (-2.9K shares, valued at $982.3K); initiated new positions in CEG (+285 shares, valued at $100.8K), NLR (+747 shares, valued at $92.8K), N/A (+1.4K shares, valued at $91.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF596.9K shares1.97%2025-12-312026-02-03
NVDA NVIDIA CORP193.9K shares-6.99%2025-12-312026-02-03 AAPL APPLE INC108.8K shares-2.96%2025-12-312026-02-03 VGSH VANGUARD SHORT TERM TREASURY ETF498.8K shares2.66%2025-12-312026-02-03 VCIT VANGUARD INTERMEDIATE TERM CORP BOND ETF318.4K shares3.02%2025-12-312026-02-03 BIL STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF246.3K shares2.55%2025-12-312026-02-03 CGMS CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF772.1K shares2.79%2025-12-312026-02-03 MSFT MICROSOFT CORP39.9K shares-1.94%2025-12-312026-02-03 AMZN AMAZON.COM INC81.2K shares-1.22%2025-12-312026-02-03 SHV ISHARES 0-1 YEAR TREASURY BOND ETF107.9K shares-0.99%2025-12-312026-02-03 GBIL GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF117.5K shares47.31%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO24.1K shares-1.38%2025-12-312026-02-03 V VISA INC CL A18.2K shares-2.59%2025-12-312026-02-03 AAAU GOLDMAN SACHS PHYSICAL GOLD ETF147.9K shares-0.51%2025-12-312026-02-03 SYK STRYKER CORP14.4K shares-1.15%2025-12-312026-02-03 NFLX NETFLIX INC52.7K shares899.62%2025-12-312026-02-03 SPY SPDR S&P 500 ETF7.1K shares0.24%2025-12-312026-02-03 META META PLATFORMS INC CL A7.4K shares-0.08%2025-12-312026-02-03 CITIGROUP INC CITIGROUP INC36.9K shares-1.16%2025-12-312026-02-03 ORCL ONTO INNOVATION INC24.5K shares-23.97%2025-12-312026-02-03 SPEM SPDR EMERGING MARKETS ETF73.8K shares3.88%2025-12-312026-02-03 SHY ISHARES 1-3 YR TREASURY BOND ETF41.6K shares-0.13%2025-12-312026-02-03 CRM SALESFORCE INC12.4K shares-4.04%2025-12-312026-02-03 COST COSTCO WHOLESALE CORP3.6K shares4.34%2025-12-312026-02-03 VTI VANGUARD TOTAL STOCK MARKET ETF7.4K shares-28.24%2025-12-312026-02-03 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF72.2K shares6.38%2025-12-312026-02-03 RTX RTX CORP11.6K shares-1.61%2025-12-312026-02-03 KO COCA-COLA COMPANY30.1K shares-0.78%2025-12-312026-02-03 TSLA TESLA INC4.6K shares-6.26%2025-12-312026-02-03 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78.6K shares3.94%2025-12-312026-02-03 DIS WALT DISNEY CO16.9K shares-4.42%2025-12-312026-02-03 MA MASTERCARD INC CL A3.2K shares-2.11%2025-12-312026-02-03 ADBE ADOBE INC5.0K shares-16.75%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC42.1K shares2.77%2025-12-312026-02-03 EBAY EBAY INC18.2K shares-3.15%2025-12-312026-02-03 WMT WALMART INC13.3K shares-0.64%2025-12-312026-02-03 HON HONEYWELL INTL INC7.4K shares-0.35%2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP2.1K shares2.43%2025-12-312026-02-03 VUG VANGUARD GROWTH ETF2.4K shares3.31%2025-12-312026-02-03 ASML ASML HOLDING NV NY REGISTRY SHS NEW 20121.1K shares3.40%2025-12-312026-02-03 VGIT VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF18.6K shares14.88%2025-12-312026-02-03 PG PROCTER & GAMBLE CO7.7K shares0.23%2025-12-312026-02-03 TXN TEXAS INSTRUMENTS INC6.3K shares-14.12%2025-12-312026-02-03 CVX CHEVRON CORP7.0K shares-0.19%2025-12-312026-02-03 SMH VANECK SEMICONDUCTOR ETF2.9K shares0.27%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC4.9K shares0.29%2025-12-312026-02-03 VCSH VANGUARD SHORT TERM CORP BOND ETF12.1K shares17.15%2025-12-312026-02-03 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF24.9K shares2.27%2025-12-312026-02-03 PYPL PAYPAL HOLDINGS INC15.6K shares-5.64%2025-12-312026-02-03 GLD SPDR GOLD TRUST GOLD SHARES2.3K shares0.00%2025-12-312026-02-03 SBUX STARBUCKS CORP9.9K shares-10.27%2025-12-312026-02-03 AGGY WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF18.5K shares1.56%2025-12-312026-02-03 MU MICRON TECHNOLOGY INC2.8K shares9.43%2025-12-312026-02-03 XOM EXXON MOBIL CORP6.7K shares-0.95%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP1.6K shares1.62%2025-12-312026-02-03 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF25.3K shares1.30%2025-12-312026-02-03 KLAC KLA CORP592 shares0.00%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON3.4K shares-4.35%2025-12-312026-02-03 NKE NIKE INC CL B10.9K shares-20.14%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR2.1K shares-0.29%2025-12-312026-02-03 VFH VANGUARD FINANCIALS ETF4.5K shares-1.04%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC1.8K shares2.77%2025-12-312026-02-03 MMM 3M COMPANY3.6K shares0.00%2025-12-312026-02-03 VHT VANGUARD HEALTH CARE ETF1.9K shares0.10%2025-12-312026-02-03 BROADCOM INC BROADCOM INC1.5K shares6.89%2025-12-312026-02-03 SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF9.9K shares1.08%2025-12-312026-02-03 NEE NEXTERA ENERGY INC5.8K shares13.66%2025-12-312026-02-03 BP BP PLC SPON ADR13.1K shares-0.54%2025-12-312026-02-03 PFE PFIZER INC17.0K shares-5.96%2025-12-312026-02-03 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF6.9K shares0.00%2025-12-312026-02-03 DE DEERE & CO839 shares-3.67%2025-12-312026-02-03 T AT&T INC15.3K shares-0.66%2025-12-312026-02-03 VAW VANGUARD MATERIALS ETF1.8K shares0.39%2025-12-312026-02-03 MCD MCDONALDS CORP1.2K shares0.25%2025-12-312026-02-03 ROP ROPER TECHNOLOGIES INC779 shares-14.68%2025-12-312026-02-03 VIS VANGUARD INDUSTRIALS ETF1.1K shares0.27%2025-12-312026-02-03 VYM VANGUARD HIGH DIVIDEND YIELD ETF2.1K shares1.33%2025-12-312026-02-03 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.0K shares100.20%2025-12-312026-02-03 SLV ISHARES SILVER TRUST4.4K shares5.85%2025-12-312026-02-03 WFC WELLS FARGO & CO2.8K shares0.47%2025-12-312026-02-03 VTV VANGUARD VALUE ETF1.3K shares0.54%2025-12-312026-02-03 F FORD MOTOR CO18.5K shares-3.04%2025-12-312026-02-03 ULST STATE STREET ULTRA SHORT TERM BOND ETF5.9K shares-8.04%2025-12-312026-02-03 WM WASTE MANAGEMENT INC DEL1.1K shares0.09%2025-12-312026-02-03 SPYV STATE STREET SPDR S&P 500 VALUE ETF3.9K shares0.52%2025-12-312026-02-03 ACVF AMERICAN CONSERVATIVE VALUES ETF4.4K shares0.11%2025-12-312026-02-03 LNG CHENIERE ENERGY INC1.1K shares0.18%2025-12-312026-02-03 AGNC AGNC INVESTMENT CORP19.0K shares3.52%2025-12-312026-02-03 ITA ISHARES U S AEROSPACE & DEFENSE ETF921 shares2.68%2025-12-312026-02-03 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF391 shares0.00%2025-12-312026-02-03 VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF852 shares12.85%2025-12-312026-02-03 VLO VALERO ENERGY CORP1.1K shares0.72%2025-12-312026-02-03 BOTZ GLOBAL X ROBOTICS A I ETF4.9K shares0.00%2025-12-312026-02-03 KMB KIMBERLY CLARK CORP1.7K shares0.81%2025-12-312026-02-03 IBIT ISHARES BITCOIN TRUST ETF3.5K shares0.00%2025-12-312026-02-03 GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET ETF802 shares0.00%2025-12-312026-02-03 ABBV ABBVIE INC703 shares0.57%2025-12-312026-02-03 OSK ORACLE CORP742 shares30.40%2025-12-312026-02-03 CAT CATERPILLAR INC252 shares-5.62%2025-12-312026-02-03 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF3.1K shares98.24%2025-12-312026-02-03 FCX FREEPORT MCMORAN INC2.8K shares0.33%2025-12-312026-02-03 SPDW SPDR DEVELOPED WORLD EX-US ETF3.0K shares-25.25%2025-12-312026-02-03 COP CONOCOPHILLIPS1.4K shares0.77%2025-12-312026-02-03 EEM ISHARES MSCI EMERGING MARKETS ETF2.5K shares-26.03%2025-12-312026-02-03 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF1.9K shares-43.98%2025-12-312026-02-03 CSCO CISCO SYSTEMS INC1.6K shares0.49%2025-12-312026-02-03 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF2.2K shares1.65%2025-12-312026-02-03 MO ALTRIA GROUP INC2.2K shares-6.34%2025-12-312026-02-03 PEP PEPSICO INC849 shares-1.74%2025-12-312026-02-03 CGDV CAPITAL GROUP DIVIDEND VALUE ETF2.8K shares0.22%2025-12-312026-02-03 IWM ISHARES RUSSELL 2000 ETF490 shares-2.58%2025-12-312026-02-03 AMCR AMCOR PLC ORD USD 0.0113.7K shares0.00%2025-12-312026-02-03 VVV VALVOLINE INC3.9K shares0.00%2025-12-312026-02-03 IBB ISHARES BIOTECHNOLOGY ETF671 shares-2.47%2025-12-312026-02-03 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF959 shares0.31%2025-12-312026-02-03 LLY ELI LILLY & CO103 shares0.00%2025-12-312026-02-03 BA BOEING COMPANY504 shares0.00%2025-12-312026-02-03 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF1.9K shares0.31%2025-12-312026-02-03 SPYG STATE STREET SPDR S&P 500 GROWTH ETF945 shares0.11%2025-12-312026-02-03 CEG CONSTELLATION ENERGY CORP285 sharesnew addition2025-12-312026-02-03 OXY OSHKOSH CORP2.1K shares-9.87%2025-12-312026-02-03 LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A2.2K shares-7.37%2025-12-312026-02-03 DOW DOW INC4.1K shares-2.00%2025-12-312026-02-03 BAC BANK OF AMERICA CORP1.7K shares0.47%2025-12-312026-02-03 NLR VANECK URANIUM & NUCLEAR ENERGY ETF747 sharesnew addition2025-12-312026-02-03 FIS FIDELITY NATIONAL INFORMATION SERVICES INC1.4K shares-6.23%2025-12-312026-02-03 MPC MARATHON PETROLEUM CORP553 shares0.18%2025-12-312026-02-03 TMUS T-MOBILE US INC430 shares0.47%2025-12-312026-02-03 WPC W P CAREY INC1.3K shares1.36%2025-12-312026-02-03 AGG ISHARES CORE U S AGGREGATE BOND ETF864 shares0.00%2025-12-312026-02-03 EOG EOG RESOURCES INC820 shares0.86%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC CL A482 shares0.00%2025-12-312026-02-03 QCOM QUALCOMM INC471 shares0.64%2025-12-312026-02-03 XLV STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF513 shares0.20%2025-12-312026-02-03 FNDF SCHWAB FUNDAMENTAL INTL EQUITY ETF1.7K shares0.00%2025-12-312026-02-03 VWO VANGUARD FTSE EMERGING MARKETS ETF1.4K shares-11.30%2025-12-312026-02-03 SPYM STATE STREET SPDR PORT S&P 500 ETF920 shares-2.44%2025-12-312026-02-03 HBAN HUNTINGTON BANCSHARES INC4.2K shares-10.82%2025-12-312026-02-03 TDG TRANSDIGM GROUP INC52 shares0.00%2025-12-312026-02-03 MGK VANGUARD MEGA CAP GROWTH ETF167 shares0.00%2025-12-312026-02-03 ASH ASHLAND INC1.1K shares0.26%2025-12-312026-02-03 CGCP CAPITAL GROUP FIXED CORE PLUS INCOME ETF2.9K shares0.93%2025-12-312026-02-03 CGGR CAPITAL GROUP GROWTH ETF1.5K shares0.07%2025-12-312026-02-03 IUSG ISHARES CORE S&P U S GROWTH ETF384 shares0.00%2025-12-312026-02-03 MAIN MAIN STREET CAPITAL CORP1.1K shares1.64%2025-12-312026-02-03 KHC KRAFT HEINZ CO2.6K shares-5.66%2025-12-312026-02-03 NIC NICOLET BANKSHARES INC513 shares0.20%2025-12-312026-02-03 ITOT ISHARES CORE S&P TOTAL U S STOCK MARKET ETF414 shares-0.24%2025-12-312026-02-03 IJR ISHARES CORE S&P SMALL CAP ETF496 shares0.00%2025-12-312026-02-03 VO VANGUARD MID CAP ETF200 shares0.50%2025-12-312026-02-03 IXC ISHARE GLOBAL ENERGY ETF1.3K shares0.00%2025-12-312026-02-03 CLF CLEVELAND CLIFFS INC4.1K shares0.00%2025-12-312026-02-03 PM PHILIP MORRIS INTL INC333 shares0.91%2025-12-312026-02-03 JPST JPMORGAN ULTRA SHORT INCOME ETF1.0K shares0.00%2025-12-312026-02-03 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF2.0K shares1.32%2025-12-312026-02-03 VOT VANGUARD MID CAP GROWTH ETF185 shares15.63%2025-12-312026-02-03 XME STATE STREET SPDR S&P METALS & MINING ETF485 shares11.75%2025-12-312026-02-03 JCI JOHNSON CONTROLS INTL PLC414 shares0.24%2025-12-312026-02-03 PFG PRINCIPAL FINANCIAL GROUP INC557 shares-3.30%2025-12-312026-02-03 SO SOUTHERN COMPANY556 shares0.91%2025-12-312026-02-03 PSA PUBLIC STORAGE INC187 shares21.43%2025-12-312026-02-03 CGUS CAPITAL GROUP CORE EQUITY ETF1.2K shares0.25%2025-12-312026-02-03 MDY SPDR S&P MID CAP 400 ETF79 shares0.00%2025-12-312026-02-03 XLU STATE STREET UTILS SELECT SECTOR SPDR ETF1.1K shares101.62%2025-12-312026-02-03 ESGV VANGUARD ESG U S STOCK ETF387 shares0.00%2025-12-312026-02-03 ITW ILLINOIS TOOL WORKS INC188 shares0.53%2025-12-312026-02-03 UPS UNITED PARCEL SERVICE INC CL B463 shares1.54%2025-12-312026-02-03 J JACOBS SOLUTIONS INC345 shares0.29%2025-12-312026-02-03 BMO BANK MONTREAL QUEBEC350 shares0.00%2025-12-312026-02-03 VXUS VANGUARD TOTAL INTL STOCK INDEX ETF569 shares1.79%2025-12-312026-02-03 CMI CUMMINS INC83 shares0.00%2025-12-312026-02-03 BLD TOPBUILD CORP100 shares0.00%2025-12-312026-02-03 SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF314 shares0.00%2025-12-312026-02-03 BIBL INSPIRE 100 ETF882 shares-25.44%2025-12-312026-02-03 IEO ISHARES U S OIL & GAS EXPLORATION & PROD ETF438 shares-4.78%2025-12-312026-02-03 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF640 shares0.31%2025-12-312026-02-03 IMO IMPERIAL OIL LTD425 shares0.47%2025-12-312026-02-03 PAVE GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF762 shares0.00%2025-12-312026-02-03 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF984 shares0.20%2025-12-312026-02-03 SNDR SCHNEIDER NATL INC WI CL B1.4K shares0.44%2025-12-312026-02-03 INTC INTEL CORP966 shares28.29%2025-12-312026-02-03 SHEL SHELL PLC SPONSORED ADR REPSTG ORD SHS481 shares1.05%2025-12-312026-02-03 TFC TRUIST FINANCIAL CORP712 shares1.14%2025-12-312026-02-03 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF736 shares101.09%2025-12-312026-02-03 FAX ABRDN ASIA PACIFIC INCOME FUND INC2.2K shares2.13%2025-12-312026-02-03 VB VANGUARD SMALL CAP ETF127 shares0.79%2025-12-312026-02-03 ARKK ARK INNOVATION ETF420 shares0.00%2025-12-312026-02-03 IVT INVENTRUST PROPERTIES CORP1.1K shares0.88%2025-12-312026-02-03 KMI KINDER MORGAN INC DE1.2K shares1.05%2025-12-312026-02-03 BCML BAYCOM CORP1.0K shares0.97%2025-12-312026-02-03 RIO RIO TINTO PLC SPONSORED ADR381 shares0.00%2025-12-312026-02-03 VRT VERTIV HOLDINGS LLC CL A185 shares0.00%2025-12-312026-02-03 LOW LOWES COMPANIES INC124 shares0.00%2025-12-312026-02-03 USB U S BANCORP DE559 shares1.08%2025-12-312026-02-03 MSI MOTOROLA SOLUTIONS INC77 shares-18.09%2025-12-312026-02-03 PLXS PLEXUS CORP200 shares0.00%2025-12-312026-02-03 XEL XCEL ENERGY INC398 shares0.76%2025-12-312026-02-03 LUV SOUTHWEST AIRLINES CO707 shares-9.59%2025-12-312026-02-03 PNC PNC FINANCIAL SERVICES GROUP INC137 shares0.74%2025-12-312026-02-03 GAL STATE STREET GLOBAL ALLOCATION ETF567 shares1.25%2025-12-312026-02-03 SOLV SOLVENTUM CORP350 shares0.00%2025-12-312026-02-03 FDX FEDEX CORP95 shares0.00%2025-12-312026-02-03 PANW PALO ALTO NETWORKS INC149 shares0.00%2025-12-312026-02-03 HD HOME DEPOT INC79 shares0.00%2025-12-312026-02-03 CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF922 shares2.10%2025-12-312026-02-03 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF170 shares0.59%2025-12-312026-02-03 GILD GILEAD SCIENCES INC211 shares0.96%2025-12-312026-02-03 LEU CENTRUS ENERGY CORP CL A106 shares0.00%2025-12-312026-02-03 IBM INTL BUSINESS MACHINES CORP87 shares1.16%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC28 shares0.00%2025-12-312026-02-03 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF239 shares0.42%2025-12-312026-02-03 DMLP DORCHESTER MINERALS LTD PARTNERSHIP1.1K shares2.83%2025-12-312026-02-03 TMO THERMO FISHER SCIENTIFIC INC40 shares0.00%2025-12-312026-02-03 HP INC HP INC1.0K shares1.07%2025-12-312026-02-03 ACWI ISHARES MSCI ACWI ETF164 shares-2.96%2025-12-312026-02-03 SAP SAP SE SPON ADR91 shares0.00%2025-12-312026-02-03 EFA ISHARES MSCI EAFE ETF228 shares0.00%2025-12-312026-02-03 VGT VANGUARD INFORMATION TECHNOLOGY ETF29 shares0.00%2025-12-312026-02-03 TLT ISHARES 20 YR TREASURY BOND ETF244 shares1.24%2025-12-312026-02-03 CMCSA COMCAST CORP CL A707 shares0.71%2025-12-312026-02-03 SMR NUSCALE POWER CORP1.4K shares137.79%2025-12-312026-02-03 BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS137 shares0.00%2025-12-312026-02-03 AA ALCOA CORP374 shares37.00%2025-12-312026-02-03 DFAX DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF597 shares0.67%2025-12-312026-02-03 DFAC DIMENSIONAL U S CORE EQUITY 2 ETF474 shares0.21%2025-12-312026-02-03 EMB ISHARES JP MORGAN USD EMERGING MARKETS ETF195 shares1.56%2025-12-312026-02-03 AMT AMERICAN TOWER CORP NEW105 shares0.00%2025-12-312026-02-03 SPOT SPOTIFY TECHNOLOGY SA31 shares0.00%2025-12-312026-02-03 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF221 shares1.84%2025-12-312026-02-03 WELL WELLTOWER INC95 shares1.06%2025-12-312026-02-03 BUG GLOBAL X CYBERSECURITY ETF576 shares0.00%2025-12-312026-02-03 BKR BAKER HUGHES CO384 shares0.52%2025-12-312026-02-03 LQD ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF157 shares1.29%2025-12-312026-02-03 VEA VANGUARD FTSE DEVELOPED MARKETS ETF276 shares56.82%2025-12-312026-02-03 EXAS EXACT SCIENCES CORP169 shares0.00%2025-12-312026-02-03 NTRS NORTHERN TRUST CORP124 shares0.00%2025-12-312026-02-03 BUI BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST658 shares5.45%2025-12-312026-02-03 KVUE KENVUE INC970 shares1.25%2025-12-312026-02-03 DFUS DIMENSIONAL U S EQUITY MARKET ETF224 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AMRN AMARIN CORP PLC SPON ADS7 shares0.00%2025-12-312026-02-03 DNP DNP SELECT INCOME FUND INC8 shares0.00%2025-12-312026-02-03 PLURI INC PLURI INC26 shares0.00%2025-12-312026-02-03 WOLF2 WOLFSPEED INC DEL2 shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available