The Analysis of XML Financial, LLC's Holdings

Currently, XML Financial, LLC holds 441 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in PYLD (+320.2K shares, valued at $8.5M), N/A (+89.5K shares, valued at $5.9M), RNP (+70.8K shares, valued at $1.4M); decreased their positions in SCHG (-87.0K shares, valued at $2.8M), MSFT (-5.3K shares, valued at $2.6M), MOAT (-19.9K shares, valued at $2.1M); initiated new positions in PYLD (+320.2K shares, valued at $8.5M), N/A (+89.5K shares, valued at $5.9M), GLDM (+8.9K shares, valued at $756.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR1.5M shares-5.48%2025-12-312026-02-11

IWF ISHARES TR80.3K shares-1.04%2025-12-312026-02-11

DGRO ISHARES TR507.7K shares-0.11%2025-12-312026-02-11

SCHV SCHWAB STRATEGIC TR1.2M shares-4.88%2025-12-312026-02-11

AAPL APPLE INC115.4K shares-5.37%2025-12-312026-02-11

IWB ISHARES TR83.6K shares-1.08%2025-12-312026-02-11

VGT VANGUARD WORLD FD36.0K shares-1.62%2025-12-312026-02-11

MSFT MICROSOFT CORP55.2K shares-8.73%2025-12-312026-02-11

Sponsored

IVV ISHARES TR35.1K shares3.11%2025-12-312026-02-11

IWR ISHARES TR244.3K shares-0.20%2025-12-312026-02-11

PTY PIMCO CORPORATE & INCOME OPP1.6M shares3.45%2025-12-312026-02-11

BSV VANGUARD BD INDEX FDS250.9K shares-1.37%2025-12-312026-02-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL34.7K shares-7.73%2025-12-312026-02-11

CORP PIMCO ETF TR176.4K shares-3.09%2025-12-312026-02-11

CWB SPDR SERIES TRUST188.1K shares-0.24%2025-12-312026-02-11

GLD SPDR GOLD TR40.1K shares-3.20%2025-12-312026-02-11

Sponsored

IJR ISHARES TR124.2K shares-3.62%2025-12-312026-02-11

IYF ISHARES TR112.7K shares0.73%2025-12-312026-02-11

IWD ISHARES TR66.4K shares0.76%2025-12-312026-02-11

JPM JPMORGAN CHASE & CO.41.0K shares-4.47%2025-12-312026-02-11

JNJ JOHNSON & JOHNSON63.4K shares-7.66%2025-12-312026-02-11

SPTM SPDR SERIES TRUST158.1K shares1.72%2025-12-312026-02-11

GSLC GOLDMAN SACHS ETF TR98.1K shares-5.70%2025-12-312026-02-11

AMZN AMAZON COM INC54.7K shares-2.56%2025-12-312026-02-11

Sponsored

NVDA NVIDIA CORPORATION64.2K shares1.65%2025-12-312026-02-11

COWZ PACER FDS TR194.3K shares-0.67%2025-12-312026-02-11

SCHD SCHWAB STRATEGIC TR423.1K shares0.53%2025-12-312026-02-11

BAC BANK AMERICA CORP204.4K shares-13.06%2025-12-312026-02-11

IWP ISHARES TR80.5K shares-1.13%2025-12-312026-02-11

ALPHABET INC ALPHABET INC33.9K shares7.78%2025-12-312026-02-11

QCOM QUALCOMM INC61.8K shares-16.25%2025-12-312026-02-11

IWM ISHARES TR42.0K shares-0.55%2025-12-312026-02-11

Sponsored

CSCO CISCO SYS INC130.1K shares-14.44%2025-12-312026-02-11

SPHD INVESCO EXCH TRADED FD TR II200.0K shares0.85%2025-12-312026-02-11

FUMB FIRST TR EXCH TRADED FD III476.3K shares-6.09%2025-12-312026-02-11

IWS ISHARES TR67.7K shares1.68%2025-12-312026-02-11

RTX RTX CORPORATION51.6K shares-9.04%2025-12-312026-02-11

IBM INTERNATIONAL BUSINESS MACHS29.5K shares-12.28%2025-12-312026-02-11

VYM VANGUARD WHITEHALL FDS60.4K shares-5.24%2025-12-312026-02-11

PYLD PIMCO ETF TR320.2K sharesnew addition2025-12-312026-02-11

Sponsored

NANR SPDR INDEX SHS FDS124.1K shares-5.36%2025-12-312026-02-11

GPIQ GOLDMAN SACHS ETF TR158.1K shares2.33%2025-12-312026-02-11

VO VANGUARD INDEX FDS28.7K shares-1.66%2025-12-312026-02-11

RNP COHEN & STEERS REIT & PFD &417.0K shares20.46%2025-12-312026-02-11

UCON FIRST TR EXCHNG TRADED FD VI313.2K shares-5.11%2025-12-312026-02-11

INVESCO QQQ TR INVESCO QQQ TR11.7K shares-3.25%2025-12-312026-02-11

SPDW SPDR INDEX SHS FDS161.8K shares-1.81%2025-12-312026-02-11

IGLD FIRST TR EXCHANGE-TRADED FD284.2K shares6.86%2025-12-312026-02-11

Sponsored

ALPHABET INC ALPHABET INC21.4K shares3.68%2025-12-312026-02-11

IWO ISHARES TR20.7K shares3.52%2025-12-312026-02-11

MERCK & CO INC MERCK & CO INC63.0K shares-10.05%2025-12-312026-02-11

KMI KINDER MORGAN INC DEL239.1K shares-15.54%2025-12-312026-02-11

AMGN AMGEN INC20.0K shares-9.77%2025-12-312026-02-11

CVX CHEVRON CORP NEW42.5K shares-5.69%2025-12-312026-02-11

AGG ISHARES TR63.5K shares16.22%2025-12-312026-02-11

UNILEVER PLC UNILEVER PLC89.5K sharesnew addition2025-12-312026-02-11

Sponsored

IWN ISHARES TR32.2K shares4.20%2025-12-312026-02-11

VANGUARD INDEX FDS VANGUARD INDEX FDS9.1K shares18.07%2025-12-312026-02-11

XOM EXXON MOBIL CORP47.1K shares-5.62%2025-12-312026-02-11

EMR EMERSON ELEC CO40.5K shares-2.24%2025-12-312026-02-11

VCIT VANGUARD SCOTTSDALE FDS63.3K shares0.50%2025-12-312026-02-11

VB VANGUARD INDEX FDS20.5K shares6.20%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR7.6K shares-1.05%2025-12-312026-02-11

VZ VERIZON COMMUNICATIONS INC125.7K shares-22.73%2025-12-312026-02-11

Sponsored

QDIV GLOBAL X FDS145.0K shares-7.49%2025-12-312026-02-11

T AT&T INC201.2K shares-9.29%2025-12-312026-02-11

XYLD GLOBAL X FDS120.3K shares5.83%2025-12-312026-02-11

SUB ISHARES TR45.5K shares-3.40%2025-12-312026-02-11

BROADCOM INC BROADCOM INC13.7K shares24.81%2025-12-312026-02-11

DGRS WISDOMTREE TR93.6K shares1.27%2025-12-312026-02-11

IVW ISHARES TR36.4K shares-23.08%2025-12-312026-02-11

CEFS EXCHANGE LISTED FDS TR191.3K shares27.65%2025-12-312026-02-11

Sponsored

KJUL INNOVATOR ETFS TRUST133.3K shares-11.20%2025-12-312026-02-11

PFF ISHARES TR130.1K shares-21.84%2025-12-312026-02-11

EFA ISHARES TR41.0K shares0.63%2025-12-312026-02-11

GS GOLDMAN SACHS GROUP INC4.4K shares-8.37%2025-12-312026-02-11

AMAT APPLIED MATLS INC14.9K shares0.61%2025-12-312026-02-11

CVS CVS HEALTH CORP47.2K shares-11.93%2025-12-312026-02-11

TFC TRUIST FINL CORP74.3K shares-12.25%2025-12-312026-02-11

COST COSTCO WHSL CORP NEW4.1K shares-7.87%2025-12-312026-02-11

Sponsored

EPD ENTERPRISE PRODS PARTNERS L108.9K shares-7.77%2025-12-312026-02-11

LMT LOCKHEED MARTIN CORP7.1K shares-14.14%2025-12-312026-02-11

CMI CUMMINS INC6.6K shares-21.01%2025-12-312026-02-11

PFE PFIZER INC127.8K shares-9.42%2025-12-312026-02-11

MOAT VANECK ETF TRUST30.7K shares-39.28%2025-12-312026-02-11

UPS UNITED PARCEL SERVICE INC30.8K shares-4.55%2025-12-312026-02-11

CRS CARPENTER TECHNOLOGY CORP9.4K shares0.00%2025-12-312026-02-11

CAT CATERPILLAR INC5.1K shares0.51%2025-12-312026-02-11

Sponsored

BMY BRISTOL-MYERS SQUIBB CO53.5K shares-9.44%2025-12-312026-02-11

VTV VANGUARD INDEX FDS15.0K shares-32.92%2025-12-312026-02-11

ORCL ORACLE CORP14.5K shares5.06%2025-12-312026-02-11

WMT WALMART INC25.4K shares-6.54%2025-12-312026-02-11

USB US BANCORP DEL52.2K shares-15.29%2025-12-312026-02-11

HD HOME DEPOT INC7.9K shares-8.26%2025-12-312026-02-11

BLACKSTONE INC BLACKSTONE INC17.6K shares3.72%2025-12-312026-02-11

NEM NEWMONT CORP26.9K shares-6.78%2025-12-312026-02-11

Sponsored

OHI OMEGA HEALTHCARE INVS INC59.7K shares-10.45%2025-12-312026-02-11

LHX L3HARRIS TECHNOLOGIES INC9.0K shares-16.48%2025-12-312026-02-11

TSLA TESLA INC5.8K shares5.76%2025-12-312026-02-11

IJH ISHARES TR39.0K shares-1.41%2025-12-312026-02-11

FDX FEDEX CORP8.9K shares-1.28%2025-12-312026-02-11

GOOD GLADSTONE COMMERCIAL CORP237.7K shares-35.47%2025-12-312026-02-11

ARISTA NETWORKS INC ARISTA NETWORKS INC19.3K shares28.89%2025-12-312026-02-11

VTI VANGUARD INDEX FDS7.3K shares24.49%2025-12-312026-02-11

Sponsored

PRU PRUDENTIAL FINL INC21.3K shares-0.64%2025-12-312026-02-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T50.8K shares-0.08%2025-12-312026-02-11

META META PLATFORMS INC3.6K shares28.22%2025-12-312026-02-11

ABBV ABBVIE INC10.2K shares-7.40%2025-12-312026-02-11

UNP UNION PAC CORP10.0K shares-0.95%2025-12-312026-02-11

ABT ABBOTT LABS18.5K shares-2.38%2025-12-312026-02-11

D DOMINION ENERGY INC39.3K shares-6.19%2025-12-312026-02-11

GE AEROSPACE GE AEROSPACE7.5K shares28.84%2025-12-312026-02-11

Sponsored

AMD ADVANCED MICRO DEVICES INC10.7K shares8.79%2025-12-312026-02-11

MCD MCDONALDS CORP7.5K shares-2.73%2025-12-312026-02-11

V VISA INC6.2K shares5.27%2025-12-312026-02-11

BARRICK MNG CORP BARRICK MNG CORP49.6K shares-0.55%2025-12-312026-02-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.3K shares-7.49%2025-12-312026-02-11

IXUS ISHARES TR24.8K shares-7.26%2025-12-312026-02-11

PSX PHILLIPS 6616.3K shares-6.64%2025-12-312026-02-11

WPC WP CAREY INC32.0K shares-2.80%2025-12-312026-02-11

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II28.8K shares-4.57%2025-12-312026-02-11

XLK SELECT SECTOR SPDR TR14.0K shares81.93%2025-12-312026-02-11

INTC INTEL CORP54.2K shares-6.41%2025-12-312026-02-11

BA BOEING CO8.9K shares0.49%2025-12-312026-02-11

XSOE WISDOMTREE TR49.4K shares3.28%2025-12-312026-02-11

TSM TAIWAN SEMICONDUCTOR MFG LTD6.3K shares4.17%2025-12-312026-02-11

PG PROCTER AND GAMBLE CO13.1K shares4.96%2025-12-312026-02-11

PEP PEPSICO INC13.1K shares-0.93%2025-12-312026-02-11

Sponsored

ILCG ISHARES TR17.9K shares0.00%2025-12-312026-02-11

IP INTERNATIONAL PAPER CO46.5K shares-13.18%2025-12-312026-02-11

DIS DISNEY WALT CO15.8K shares-4.98%2025-12-312026-02-11

LVHD LEGG MASON ETF INVT44.8K shares7.16%2025-12-312026-02-11

LLY ELI LILLY & CO1.7K shares21.02%2025-12-312026-02-11

MUNI PIMCO ETF TR34.0K shares30.81%2025-12-312026-02-11

DHR DANAHER CORPORATION7.6K shares-10.97%2025-12-312026-02-11

MEDTRONIC PLC MEDTRONIC PLC18.2K shares-6.19%2025-12-312026-02-11

Sponsored

WCC WESCO INTL INC6.9K shares-0.43%2025-12-312026-02-11

KO COCA COLA CO24.1K shares-6.51%2025-12-312026-02-11

TPYP TORTOISE CAPITAL SERIES TRUS47.2K shares-18.65%2025-12-312026-02-11

CENCORA INC CENCORA INC4.9K shares-4.30%2025-12-312026-02-11

NAD NUVEEN QUALITY MUNCP INCOME138.1K shares-2.15%2025-12-312026-02-11

PSA PUBLIC STORAGE OPER CO6.1K shares-37.08%2025-12-312026-02-11

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP41.4K shares-0.12%2025-12-312026-02-11

JEPI J P MORGAN EXCHANGE TRADED F27.4K shares23.55%2025-12-312026-02-11

Sponsored

DIA SPDR DOW JONES INDL AVERAGE3.2K shares-1.25%2025-12-312026-02-11

ENFR ALPS ETF TR49.1K shares-21.15%2025-12-312026-02-11

COWG PACER FDS TR43.0K shares6.92%2025-12-312026-02-11

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-33.33%2025-12-312026-02-11

HON HONEYWELL INTL INC7.7K shares-7.67%2025-12-312026-02-11

VIG VANGUARD SPECIALIZED FUNDS6.6K shares3.56%2025-12-312026-02-11

SO SOUTHERN CO16.1K shares-6.32%2025-12-312026-02-11

AGCO AGCO CORP13.2K shares0.27%2025-12-312026-02-11

Sponsored

PLTR PALANTIR TECHNOLOGIES INC7.6K shares8.24%2025-12-312026-02-11

MAR MARRIOTT INTL INC NEW4.3K shares0.12%2025-12-312026-02-11

DVY ISHARES TR9.2K shares-6.07%2025-12-312026-02-11

GIS GENERAL MLS INC27.8K shares-13.11%2025-12-312026-02-11

MDY SPDR S&P MIDCAP 400 ETF TR2.1K shares-21.87%2025-12-312026-02-11

IWV ISHARES TR3.3K shares0.21%2025-12-312026-02-11

WPM WHEATON PRECIOUS METALS CORP10.8K shares9.22%2025-12-312026-02-11

ITM VANECK ETF TRUST26.5K shares-0.44%2025-12-312026-02-11

Sponsored

NEE NEXTERA ENERGY INC15.3K shares-6.64%2025-12-312026-02-11

APH AMPHENOL CORP NEW9.0K shares49.50%2025-12-312026-02-11

OEF ISHARES TR3.4K shares-20.50%2025-12-312026-02-11

CMCSA COMCAST CORP NEW37.7K shares-2.65%2025-12-312026-02-11

EEM ISHARES TR20.5K shares-1.32%2025-12-312026-02-11

MPWR MONOLITHIC PWR SYS INC1.2K shares0.00%2025-12-312026-02-11

JAZZ JAZZ PHARMACEUTICALS PLC6.4K shares-3.42%2025-12-312026-02-11

SYK STRYKER CORPORATION3.1K shares-7.67%2025-12-312026-02-11

Sponsored

GM GENERAL MTRS CO13.1K shares-15.65%2025-12-312026-02-11

UNM UNUM GROUP13.8K shares-0.54%2025-12-312026-02-11

VOT VANGUARD INDEX FDS3.8K shares-0.26%2025-12-312026-02-11

CRM SALESFORCE INC4.0K shares20.72%2025-12-312026-02-11

VEA VANGUARD TAX-MANAGED FDS16.8K shares60.89%2025-12-312026-02-11

LOW LOWES COS INC4.3K shares22.58%2025-12-312026-02-11

SCHX SCHWAB STRATEGIC TR38.7K shares10.98%2025-12-312026-02-11

PSK SPDR SERIES TRUST32.5K shares11.68%2025-12-312026-02-11

Sponsored

IUSG ISHARES TR6.1K shares-5.90%2025-12-312026-02-11

OPEN OPENDOOR TECHNOLOGIES INC175.0K shares0.00%2025-12-312026-02-11

GEV GE VERNOVA INC1.6K shares32.20%2025-12-312026-02-11

UTG REAVES UTIL INCOME FD27.4K shares-42.18%2025-12-312026-02-11

COP CONOCOPHILLIPS10.6K shares-13.18%2025-12-312026-02-11

ITW ILLINOIS TOOL WKS INC3.9K shares-3.88%2025-12-312026-02-11

LYB LYONDELLBASELL INDUSTRIES N21.9K shares-36.14%2025-12-312026-02-11

GSK PLC GSK PLC19.3K shares14.16%2025-12-312026-02-11

Sponsored

MMM 3M CO5.9K shares-3.83%2025-12-312026-02-11

ETFS GOLD TR ETFS GOLD TR21.9K shares10.05%2025-12-312026-02-11

COF CAPITAL ONE FINL CORP3.7K shares47.36%2025-12-312026-02-11

QYLD GLOBAL X FDS50.2K shares-2.65%2025-12-312026-02-11

RLY SSGA ACTIVE ETF TR27.9K shares20.15%2025-12-312026-02-11

ESGU ISHARES TR5.9K shares10.61%2025-12-312026-02-11

GDXJ VANECK ETF TRUST7.7K shares20.39%2025-12-312026-02-11

CSX CSX CORP24.1K shares7.65%2025-12-312026-02-11

Sponsored

PTNQ PACER FDS TR10.9K shares1.87%2025-12-312026-02-11

UAL UNITED AIRLS HLDGS INC7.6K shares-3.37%2025-12-312026-02-11

WM WASTE MGMT INC DEL3.9K shares-19.72%2025-12-312026-02-11

NSC NORFOLK SOUTHN CORP2.9K shares-3.06%2025-12-312026-02-11

REGN REGENERON PHARMACEUTICALS1.1K shares-3.56%2025-12-312026-02-11

INCM FRANKLIN TEMPLETON ETF TR29.9K shares5.10%2025-12-312026-02-11

WFC WELLS FARGO CO NEW8.9K shares-30.16%2025-12-312026-02-11

KKR & CO INC KKR & CO INC6.4K shares7.03%2025-12-312026-02-11

Sponsored

BKNG BOOKING HOLDINGS INC151 shares-1.31%2025-12-312026-02-11

ENB ENBRIDGE INC16.5K shares-1.28%2025-12-312026-02-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares-10.14%2025-12-312026-02-11

AXP AMERICAN EXPRESS CO2.1K shares50.64%2025-12-312026-02-11

VYMI VANGUARD WHITEHALL FDS8.6K shares-1.84%2025-12-312026-02-11

ET ENERGY TRANSFER L P46.6K shares12.26%2025-12-312026-02-11

GLDM WORLD GOLD TR8.9K sharesnew addition2025-12-312026-02-11

NVS NOVARTIS AG5.5K shares-11.67%2025-12-312026-02-11

Sponsored

MDLZ MONDELEZ INTL INC14.0K shares-13.22%2025-12-312026-02-11

RF REGIONS FINANCIAL CORP NEW27.7K shares-16.07%2025-12-312026-02-11

CELESTICA INC CELESTICA INC2.5K shares3.09%2025-12-312026-02-11

MA MASTERCARD INCORPORATED1.3K shares30.65%2025-12-312026-02-11

RDVY FIRST TR EXCHANGE TRADED FD10.5K shares0.00%2025-12-312026-02-11

ISHARES GOLD TR ISHARES GOLD TR8.9K shares19.58%2025-12-312026-02-11

ITOT ISHARES TR4.8K shares-4.90%2025-12-312026-02-11

PPA INVESCO EXCHANGE TRADED FD T4.6K shares-4.17%2025-12-312026-02-11

Sponsored

MO ALTRIA GROUP INC12.2K shares-0.85%2025-12-312026-02-11

MTB M & T BK CORP3.4K shares-9.82%2025-12-312026-02-11

RWO SPDR INDEX SHS FDS15.1K shares-0.53%2025-12-312026-02-11

PJUL INNOVATOR ETFS TRUST14.6K shares-10.69%2025-12-312026-02-11

IYW ISHARES TR3.4K shares1.25%2025-12-312026-02-11

EME EMCOR GROUP INC1.1K shares25.63%2025-12-312026-02-11

DJIA GLOBAL X FDS30.0K shares120.59%2025-12-312026-02-11

IUSV ISHARES TR6.4K shares4.11%2025-12-312026-02-11

Sponsored

IGE ISHARES TR13.0K shares-3.01%2025-12-312026-02-11

DELL DELL TECHNOLOGIES INC5.2K shares-12.76%2025-12-312026-02-11

NSA NATIONAL STORAGE AFFILIATES22.4K shares-40.74%2025-12-312026-02-11

GEHC GE HEALTHCARE TECHNOLOGIES I7.6K shares5.33%2025-12-312026-02-11

ROK ROCKWELL AUTOMATION INC1.6K shares-0.31%2025-12-312026-02-11

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-7.95%2025-12-312026-02-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.3K shares-5.67%2025-12-312026-02-11

CINF CINCINNATI FINL CORP3.7K shares0.57%2025-12-312026-02-11

Sponsored

HWM HOWMET AEROSPACE INC2.9K shares38.35%2025-12-312026-02-11

GUNR FLEXSHARES TR13.1K sharesnew addition2025-12-312026-02-11

MGM MGM RESORTS INTERNATIONAL16.4K shares-4.13%2025-12-312026-02-11

VWO VANGUARD INTL EQUITY INDEX F11.0K sharesnew addition2025-12-312026-02-11

PANW PALO ALTO NETWORKS INC3.2K shares0.16%2025-12-312026-02-11

BLACKROCK INC BLACKROCK INC533 shares30.64%2025-12-312026-02-11

VTES VANGUARD WELLINGTON FD5.5K shares61.61%2025-12-312026-02-11

LPLA LPL FINL HLDGS INC1.6K shares0.06%2025-12-312026-02-11

Sponsored

CLX CLOROX CO DEL5.5K sharesnew addition2025-12-312026-02-11

AMT AMERICAN TOWER CORP NEW3.2K shares-6.81%2025-12-312026-02-11

STZ CONSTELLATION BRANDS INC4.0K shares1.27%2025-12-312026-02-11

CSL CARLISLE COS INC1.7K shares3.99%2025-12-312026-02-11

RIO RIO TINTO PLC6.6K shares3.12%2025-12-312026-02-11

BHP BHP GROUP LTD8.7K shares-2.14%2025-12-312026-02-11

ARKK ARK ETF TR6.8K shares0.74%2025-12-312026-02-11

KMB KIMBERLY-CLARK CORP5.2K shares39.15%2025-12-312026-02-11

Sponsored

IBDV ISHARES TR23.4K shares91.58%2025-12-312026-02-11

BAPR INNOVATOR ETFS TRUST10.8K shares-30.98%2025-12-312026-02-11

MCK MCKESSON CORP629 shares0.80%2025-12-312026-02-11

OMC OMNICOM GROUP INC6.3K shares23.08%2025-12-312026-02-11

CRDO CREDO TECHNOLOGY GROUP HOLDI3.5K shares50.00%2025-12-312026-02-11

NFLX NETFLIX INC5.4K shares894.27%2025-12-312026-02-11

TOWN TOWNEBANK PORTSMOUTH VA15.1K shares0.00%2025-12-312026-02-11

IEFA ISHARES TR5.6K shares10.95%2025-12-312026-02-11

Sponsored

ORLA ORLA MNG LTD NEW36.3K shares30.58%2025-12-312026-02-11

MU MICRON TECHNOLOGY INC1.7K sharesnew addition2025-12-312026-02-11

MMD NYLI MACKAY DEFINEDTERM MUNI32.5K shares1.72%2025-12-312026-02-11

TXN TEXAS INSTRS INC2.8K shares-2.21%2025-12-312026-02-11

AIVI WISDOMTREE TR9.3K shares-1.30%2025-12-312026-02-11

O REALTY INCOME CORP8.5K shares12.66%2025-12-312026-02-11

LRGF ISHARES TR6.9K sharesnew addition2025-12-312026-02-11

AZN ASTRAZENECA PLC5.2K shares-15.45%2025-12-312026-02-11

Sponsored

RIOT RIOT PLATFORMS INC37.7K shares0.00%2025-12-312026-02-11

BOCT INNOVATOR ETFS TRUST9.7K shares-2.78%2025-12-312026-02-11

VUG VANGUARD INDEX FDS976 shares5.06%2025-12-312026-02-11

SHOP SHOPIFY INC3.0K shares78.55%2025-12-312026-02-11

WMB WILLIAMS COS INC7.9K shares23.11%2025-12-312026-02-11

APP APPLOVIN CORP698 shares76.71%2025-12-312026-02-11

DOW DOW INC19.9K shares-35.97%2025-12-312026-02-11

MUB ISHARES TR4.3K shares1.04%2025-12-312026-02-11

Sponsored

MS MORGAN STANLEY2.6K shares72.68%2025-12-312026-02-11

RSG REPUBLIC SVCS INC2.1K shares-2.27%2025-12-312026-02-11

PM PHILIP MORRIS INTL INC2.8K shares-1.26%2025-12-312026-02-11

RMM RIVERNORTH MANAGED DUR MUN I32.7K shares-4.10%2025-12-312026-02-11

CITIGROUP INC CITIGROUP INC3.8K sharesnew addition2025-12-312026-02-11

PMM PUTNAM MANAGED MUN INCOME TR67.6K shares-39.22%2025-12-312026-02-11

GLTR ABRDN PRECIOUS METALS BASKET2.0K shares0.00%2025-12-312026-02-11

UNH UNITEDHEALTH GROUP INC1.3K shares-9.31%2025-12-312026-02-11

Sponsored

IVE ISHARES TR2.0K shares68.32%2025-12-312026-02-11

SPGI S&P GLOBAL INC787 shares-14.55%2025-12-312026-02-11

SOXX ISHARES TR1.4K shares-17.21%2025-12-312026-02-11

MGK VANGUARD WORLD FD982 shares0.10%2025-12-312026-02-11

IBDW ISHARES TR19.1K shares55.03%2025-12-312026-02-11

IBDX ISHARES TR15.8K shares35.32%2025-12-312026-02-11

DE DEERE & CO865 shares18.98%2025-12-312026-02-11

AOR ISHARES TR6.2K shares0.00%2025-12-312026-02-11

Sponsored

TJX TJX COS INC NEW2.6K sharesnew addition2025-12-312026-02-11

RCL ROYAL CARIBBEAN GROUP1.4K shares0.21%2025-12-312026-02-11

VTEB VANGUARD MUN BD FDS7.9K sharesnew addition2025-12-312026-02-11

SLV ISHARES SILVER TR6.2K sharesnew addition2025-12-312026-02-11

BFS SAUL CTRS INC12.6K shares-28.43%2025-12-312026-02-11

AXON AXON ENTERPRISE INC688 shares42.44%2025-12-312026-02-11

AEM AGNICO EAGLE MINES LTD2.3K sharesnew addition2025-12-312026-02-11

HOOD ROBINHOOD MKTS INC3.4K shares69.24%2025-12-312026-02-11

Sponsored

MINT PIMCO ETF TR3.8K sharesnew addition2025-12-312026-02-11

GDX VANECK ETF TRUST4.4K shares-8.68%2025-12-312026-02-11

EMO CLEARBRIDGE ENERGY MIDSTRM O8.5K shares12.80%2025-12-312026-02-11

TGT TARGET CORP3.9K shares40.43%2025-12-312026-02-11

LAM RESEARCH CORP LAM RESEARCH CORP2.2K sharesnew addition2025-12-312026-02-11

SHM SPDR SERIES TRUST7.8K shares-7.39%2025-12-312026-02-11

FUTU FUTU HLDGS LTD2.3K shares23.37%2025-12-312026-02-11

ECL ECOLAB INC1.4K shares-45.30%2025-12-312026-02-11

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD8.4K shares-25.86%2025-12-312026-02-11

ARCC ARES CAPITAL CORP18.3K shares9.73%2025-12-312026-02-11

EATON CORP PLC EATON CORP PLC1.2K shares38.28%2025-12-312026-02-11

PREF PRINCIPAL EXCHANGE TRADED FD19.3K shares1.75%2025-12-312026-02-11

AEP AMERICAN ELEC PWR CO INC3.2K shares35.04%2025-12-312026-02-11

UJAN INNOVATOR ETFS TRUST8.4K shares0.00%2025-12-312026-02-11

SPHB INVESCO EXCH TRADED FD TR II3.1K shares23.53%2025-12-312026-02-11

PH PARKER-HANNIFIN CORP407 sharesnew addition2025-12-312026-02-11

Sponsored

VNQ VANGUARD INDEX FDS4.0K shares5.64%2025-12-312026-02-11

POCT INNOVATOR ETFS TRUST8.0K shares0.00%2025-12-312026-02-11

CEG CONSTELLATION ENERGY CORP989 shares-5.90%2025-12-312026-02-11

LII LENNOX INTL INC696 shares0.14%2025-12-312026-02-11

SBUX STARBUCKS CORP4.0K shares-5.20%2025-12-312026-02-11

IBDU ISHARES TR14.2K sharesnew addition2025-12-312026-02-11

IESC IES HLDGS INC851 shares54.73%2025-12-312026-02-11

SPYD SPDR SERIES TRUST7.6K sharesnew addition2025-12-312026-02-11

Sponsored

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.4K shares0.97%2025-12-312026-02-11

IBDT ISHARES TR12.6K shares56.10%2025-12-312026-02-11

SMH VANECK ETF TRUST888 shares31.56%2025-12-312026-02-11

HEI HEICO CORP NEW981 shares11.35%2025-12-312026-02-11

ROP ROPER TECHNOLOGIES INC706 shares-6.49%2025-12-312026-02-11

F FORD MTR CO23.9K shares15.80%2025-12-312026-02-11

PCAR PACCAR INC2.9K shares11.09%2025-12-312026-02-11

FEIM FREQUENCY ELECTRS INC5.8K shares-21.96%2025-12-312026-02-11

Sponsored

ONEY SPDR SERIES TRUST2.7K shares8.20%2025-12-312026-02-11

IMCB ISHARES TR3.7K shares0.00%2025-12-312026-02-11

IBDY ISHARES TR11.8K sharesnew addition2025-12-312026-02-11

WELL WELLTOWER INC1.7K shares23.84%2025-12-312026-02-11

STT STATE STR CORP2.4K sharesnew addition2025-12-312026-02-11

ESGD ISHARES TR3.2K sharesnew addition2025-12-312026-02-11

WHR WHIRLPOOL CORP4.2K sharesnew addition2025-12-312026-02-11

SCD LMP CAP & INCOME FD INC20.5K shares-19.42%2025-12-312026-02-11

Sponsored

RYLD GLOBAL X FDS19.8K shares10.00%2025-12-312026-02-11

ED CONSOLIDATED EDISON INC3.0K sharesnew addition2025-12-312026-02-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares-26.89%2025-12-312026-02-11

SUN SUNOCO LP/SUNOCO FIN CORP5.7K shares-35.92%2025-12-312026-02-11

ARKB ARK 21SHARES BITCOIN ETF10.3K sharesnew addition2025-12-312026-02-11

DTM DT MIDSTREAM INC2.5K shares0.00%2025-12-312026-02-11

KREF KKR REAL ESTATE FIN TR INC36.3K shares25.39%2025-12-312026-02-11

CLH CLEAN HARBORS INC1.3K shares0.00%2025-12-312026-02-11

Sponsored

CRWD CROWDSTRIKE HLDGS INC626 shares25.96%2025-12-312026-02-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.4K shares37.95%2025-12-312026-02-11

DFAE DIMENSIONAL ETF TRUST8.9K sharesnew addition2025-12-312026-02-11

LDSF FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2025-12-312026-02-11

CSQ CALAMOS STRATEGIC TOTAL RETU14.7K shares-29.53%2025-12-312026-02-11

PSH PGIM ETF TR5.6K shares-11.19%2025-12-312026-02-11

ADM ARCHER DANIELS MIDLAND CO4.8K shares2.11%2025-12-312026-02-11

DAL DELTA AIR LINES INC DEL4.0K sharesnew addition2025-12-312026-02-11

Sponsored

MSI MOTOROLA SOLUTIONS INC719 shares0.56%2025-12-312026-02-11

ALL ALLSTATE CORP1.3K shares1.93%2025-12-312026-02-11

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV17.2K sharesnew addition2025-12-312026-02-11

IBB ISHARES TR1.6K sharesnew addition2025-12-312026-02-11

IBIT ISHARES BITCOIN TRUST ETF5.3K shares-5.35%2025-12-312026-02-11

JAAA JANUS DETROIT STR TR5.2K shares12.97%2025-12-312026-02-11

PFM INVESCO EXCHANGE TRADED FD T5.1K shares0.30%2025-12-312026-02-11

KRE SPDR SERIES TRUST4.0K shares-34.93%2025-12-312026-02-11

Sponsored

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.6K sharesnew addition2025-12-312026-02-11

RBC RBC BEARINGS INC580 shares0.00%2025-12-312026-02-11

RPM RPM INTL INC2.5K shares0.00%2025-12-312026-02-11

DTE DTE ENERGY CO2.0K shares0.00%2025-12-312026-02-11

XLV SELECT SECTOR SPDR TR1.6K sharesnew addition2025-12-312026-02-11

PDEC INNOVATOR ETFS TRUST5.8K sharesnew addition2025-12-312026-02-11

CTRE CARETRUST REIT INC7.0K sharesnew addition2025-12-312026-02-11

GILD GILEAD SCIENCES INC2.0K sharesnew addition2025-12-312026-02-11

Sponsored

EGBN EAGLE BANCORP INC MD11.7K shares-6.96%2025-12-312026-02-11

FCPI FIDELITY COVINGTON TRUST5.0K shares0.56%2025-12-312026-02-11

FCX FREEPORT-MCMORAN INC4.9K sharesnew addition2025-12-312026-02-11

PWR QUANTA SVCS INC575 shares4.55%2025-12-312026-02-11

CAH CARDINAL HEALTH INC1.2K sharesnew addition2025-12-312026-02-11

BK BANK NEW YORK MELLON CORP2.1K shares0.49%2025-12-312026-02-11

PNC PNC FINL SVCS GROUP INC1.1K shares-12.39%2025-12-312026-02-11

KVUE KENVUE INC13.8K shares-20.63%2025-12-312026-02-11

Sponsored

GCOW PACER FDS TR5.8K sharesnew addition2025-12-312026-02-11

NOW SERVICENOW INC1.6K sharesnew addition2025-12-312026-02-11

XLF SELECT SECTOR SPDR TR4.3K sharesnew addition2025-12-312026-02-11

PPL PPL CORP6.7K shares-5.76%2025-12-312026-02-11

TYG TORTOISE ENERGY INFRA CORP5.7K sharesnew addition2025-12-312026-02-11

FYC FIRST TR EXCHANGE-TRADED ALP2.4K shares0.00%2025-12-312026-02-11

AZO AUTOZONE INC68 shares0.00%2025-12-312026-02-11

NVG NUVEEN AMT FREE MUN CR INC F18.2K shares6.88%2025-12-312026-02-11

Sponsored

IBDZ ISHARES TR8.7K sharesnew addition2025-12-312026-02-11

CYBR CYBERARK SOFTWARE LTD511 sharesnew addition2025-12-312026-02-11

OXY OCCIDENTAL PETE CORP5.5K shares-40.91%2025-12-312026-02-11

IGIB ISHARES TR4.2K sharesnew addition2025-12-312026-02-11

INTU INTUIT341 shares-4.75%2025-12-312026-02-11

PSEC PROSPECT CAP CORP87.1K shares-86.56%2025-12-312026-02-11

SOFI SOFI TECHNOLOGIES INC8.6K sharesnew addition2025-12-312026-02-11

TLT ISHARES TR2.6K sharesnew addition2025-12-312026-02-11

Sponsored

MTN VAIL RESORTS INC1.7K sharesnew addition2025-12-312026-02-11

TRGP TARGA RES CORP1.2K sharesnew addition2025-12-312026-02-11

CROWN CASTLE INC CROWN CASTLE INC2.5K shares18.52%2025-12-312026-02-11

VRT VERTIV HOLDINGS CO1.4K sharesnew addition2025-12-312026-02-11

BEN FRANKLIN RESOURCES INC9.2K sharesnew addition2025-12-312026-02-11

URI UNITED RENTALS INC270 sharesnew addition2025-12-312026-02-11

JEPQ J P MORGAN EXCHANGE TRADED F3.8K shares-40.05%2025-12-312026-02-11

EMN EASTMAN CHEM CO3.4K sharesnew addition2025-12-312026-02-11

Sponsored

TTMI TTM TECHNOLOGIES INC3.1K sharesnew addition2025-12-312026-02-11

HL HECLA MNG CO11.3K sharesnew addition2025-12-312026-02-11

EFG ISHARES TR1.9K shares1.61%2025-12-312026-02-11

FETH FIDELITY ETHEREUM FD7.3K shares0.00%2025-12-312026-02-11

PTLC PACER FDS TR3.8K shares0.00%2025-12-312026-02-11

UBER UBER TECHNOLOGIES INC2.6K shares-15.39%2025-12-312026-02-11

AGX ARGAN INC675 sharesnew addition2025-12-312026-02-11

IAUM ISHARES GOLD TR4.9K sharesnew addition2025-12-312026-02-11

Sponsored

SHEL SHELL PLC2.9K sharesnew addition2025-12-312026-02-11

KGC KINROSS GOLD CORP7.4K sharesnew addition2025-12-312026-02-11

VTWO VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2025-12-312026-02-11

SIL GLOBAL X FDS2.5K sharesnew addition2025-12-312026-02-11

LITE LUMENTUM HLDGS INC565 sharesnew addition2025-12-312026-02-11

NKE NIKE INC3.2K sharesnew addition2025-12-312026-02-11

NU NU HLDGS LTD12.3K sharesnew addition2025-12-312026-02-11

CEF SPROTT ASSET MANAGEMENT LP4.5K sharesnew addition2025-12-312026-02-11

Sponsored

NVT NVENT ELECTRIC PLC2.0K sharesnew addition2025-12-312026-02-11

GLW CORNING INC2.3K sharesnew addition2025-12-312026-02-11

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR5.2K sharesnew addition2025-12-312026-02-11

AFL AFLAC INC1.9K shares0.27%2025-12-312026-02-11

IUSB ISHARES TR4.4K shares1.41%2025-12-312026-02-11

CB CHUBB LIMITED651 sharesnew addition2025-12-312026-02-11

FESM FIDELITY COVINGTON TRUST5.4K sharesnew addition2025-12-312026-02-11

FMN FEDERATED HERMES PREM MUNI I17.9K shares0.00%2025-12-312026-02-11

Sponsored

LUCD LUCID DIAGNOSTICS INC178.8K shares0.00%2025-12-312026-02-11

DX DYNEX CAP INC13.7K sharesnew addition2025-12-312026-02-11

RFMZ RIVERNORTH FLEXIBLE MUNI INC13.0K shares0.00%2025-12-312026-02-11

DNP DNP SELECT INCOME FD INC16.4K shares1.85%2025-12-312026-02-11

BDJ BLACKROCK ENHANCED EQUITY DI17.1K shares-31.88%2025-12-312026-02-11

RMI RIVERNORTH OPPORTUNISTIC MUN10.5K shares0.00%2025-12-312026-02-11

ABCL ABCELLERA BIOLOGICS INC42.0K shares0.00%2025-12-312026-02-11

NMZ NUVEEN MUN HIGH INCOME OPPOR12.7K sharesnew addition2025-12-312026-02-11

Sponsored

CHW CALAMOS GBL DYN INCOME FUND17.2K shares0.00%2025-12-312026-02-11

COMP COMPASS INC11.2K shares0.00%2025-12-312026-02-11

IAE VOYA ASIA PAC HIGH DIV EQT I15.6K shares0.00%2025-12-312026-02-11

MFG MIZUHO FINANCIAL GROUP INC12.6K sharesnew addition2025-12-312026-02-11

FNKO FUNKO INC14.0K shares0.00%2025-12-312026-02-11

MGNX MACROGENICS INC25.3K shares-21.65%2025-12-312026-02-11

IOVA IOVANCE BIOTHERAPEUTICS INC12.5K shares0.00%2025-12-312026-02-11

HRTX HERON THERAPEUTICS INC10.0K shares0.00%2025-12-312026-02-11

Sponsored

PAVMED INC PAVMED INC10.1K shares0.00%2025-12-312026-02-11

Call Option Holdings

SLV Call CallISHARES SILVER TR5.0K sharesnew addition2025-12-312026-02-11

Put Option Holdings

No put option holdings data available