COMMONWEALTH EQUITY SERVICES, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
4487
Quarter
2025 Q4
Top Holding
AAPL (3.5%)
Top 10 Concentration
18.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 4487
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 3.49% 3.49% #1
Prev: #1
1.4 -930,034 -8.8%
P
S
9,642,395 $2,621,381,498 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 2.49% 2.47% #2 1
Prev: #3
1.0 -118,815 -4.2%
P
S
2,727,210 $1,867,975,168 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.44% 2.66% #3 1
Prev: #2
1.0 -1,178,256 -10.7%
P
S
9,817,089 $1,830,887,163 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.03% 2.25% #4
Prev: #4
0.8 -219,485 -6.5%
P
S
3,141,022 $1,519,060,913 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.63% 1.77% #5
Prev: #5
0.7 -286,790 -12.6%
P
S
1,985,531 $1,219,731,757 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.58% 1.58% #6
Prev: #6
0.6 -99,007 -5.4%
P
S
1,736,693 $1,184,285,970 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.45% 1.52% #7
Prev: #7
0.6 -633,762 -11.9%
P
S
4,708,627 $1,086,845,279 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 1.42% 1.35% #8
Prev: #8
0.6 -441,305 -2.5%
P
S
17,014,674 $1,062,906,695 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 1.15% 1.21% #9
Prev: #9
0.5 -184,958 -9.2%
P
S
1,816,152 $859,584,543 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.13% 1.08% #10 1
Prev: #11
0.5 -9,908 -0.7%
P
S
1,347,386 $844,986,052 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 1.07% 1.06% #11 1
Prev: #12
0.4 -60,285 -3.5%
P
S
1,651,530 $805,715,526 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 1.04% 1.08% #12 2
Prev: #10
0.4 -231,019 -9.1%
P
S
2,320,304 $777,928,305 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.94% 0.78% #13 3
Prev: #16
0.4 -223,678 -9.1%
P
S
2,243,371 $702,175,103 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.93% 1.04% #14 1
Prev: #13
0.4 -204,294 -12.8%
P
S
1,394,020 $700,704,191 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGGR
CAPITAL GROUP G...
ETF 0.78% 0.72% #15 2
Prev: #17
2.3 485,654 3.8%
P
S
13,193,475 $586,713,820 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 0.75% 0.79% #16 1
Prev: #15
0.3 -266,595 -9.4%
P
S
2,571,410 $565,144,490 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGDV
CAPITAL GROUP D...
Unknown 0.72% 0.60% #17 3
Prev: #20
2.3 1,398,146 12.8%
P
S
12,355,874 $539,210,333 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.71% 0.59% #18 3
Prev: #21
0.3 -177,146 -9.4%
P
S
1,698,762 $533,071,658 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 0.69% 0.79% #19 5
Prev: #14
0.3 -571,833 -17.4%
P
S
2,712,802 $518,118,097 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES TR
Warrant 0.67% 0.67% #20 2
Prev: #18
0.3 -288,373 -3.8%
P
S
7,267,236 $504,491,547 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.67% 0.66% #21 2
Prev: #19
0.3 -52,322 -3.2%
P
S
1,565,146 $504,321,471 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.53% 0.51% #22 2
Prev: #24
0.2 -8,071 -0.9%
P
S
879,649 $395,595,587 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFR
FIRST TR EXCHNG...
ETF 0.53% 0.49% #23 4
Prev: #27
2.2 115,259 1.0%
P
S
11,528,758 $394,975,260 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RDVY
FIRST TR EXCHAN...
ETF 0.51% 0.48% #24 7
Prev: #31
2.2 36,812 0.7%
P
S
5,555,442 $385,936,564 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 0.50% 0.48% #25 5
Prev: #30
0.2 -35,959 -3.2%
P
S
1,093,020 $378,294,209 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.06%
Sold All 😨
(Was: #318)
0.3 -1,820,985 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #914)
0.3 -487,541 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BGB
BLACKSTONE STRA...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #943)
0.3 -780,984 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #970)
0.3 -110,682 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #983)
0.3 -382,949 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQH
EQUITABLE HLDGS...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #1149)
0.3 -131,861 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XSOE
WISDOMTREE TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #1160)
0.3 -174,491 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DAC
DANAOS CORPORAT...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1177)
0.3 -70,891 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #1394)
0.3 -175,509 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TMHC
TAYLOR MORRISON...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #1408)
0.3 -69,923 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #1435)
0.3 -191,988 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.01%
Sold All 😨
(Was: #1465)
0.3 -71,261 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HQY
HEALTHEQUITY IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1589)
0.3 -37,741 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LOB
LIVE OAK BANCSH...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1664)
0.3 -90,602 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PBH
PRESTIGE CONSMR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1779)
0.3 -43,265 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BFC
BANK FIRST CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1844)
0.3 -20,352 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHE
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2031)
0.3 -82,145 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TEN
TSAKOS ENERGY N...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2223)
0.3 -69,852 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2233)
0.3 -234,311 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLQS
FRANKLIN TEMPLE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2239)
0.3 -34,801 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QTPI
EXCHANGE PLACE ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2248)
0.3 -59,241 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BKKT
BAKKT HOLDINGS ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2285)
0.3 -42,958 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
VERONA PHARMA P...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2298)
0.3 -13,336 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DLB
DOLBY LABORATOR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2314)
0.3 -19,343 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KORP
AMERICAN CENTY ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2357)
0.3 -28,110 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XSHQ
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2374)
0.3 -30,635 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2378)
0.3 -53,273 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TNA
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2401)
0.3 -27,946 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2417)
0.3 -18,868 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AOHY
ANGEL OAK FUNDS...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2457)
0.3 -105,992 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BCIM
ABRDN ETFS
ETF 0.00% 0.00%
Sold All 😨
(Was: #2469)
0.3 -54,139 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DAY
DAYFORCE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2499)
0.3 -16,374 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PGHY
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2583)
0.3 -49,919 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRGO
PERRIGO CO PLC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2594)
0.3 -44,223 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2600)
0.3 -4,645 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2603)
0.3 -34,961 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PPC
PILGRIMS PRIDE ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2646)
0.3 -22,992 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LSAF
TWO RDS SHARED ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2678)
0.3 -20,131 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FBUF
FIDELITY GREENW...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2758)
0.3 -27,026 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOP
TIDAL TRUST I
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2805)
0.3 -20,945 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LSAT
TWO RDS SHARED ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2812)
0.3 -18,348 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KMLM
KRANESHARES TRU...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2879)
0.3 -26,438 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ENX
EATON VANCE NEW...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2882)
0.3 -72,113 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VBTX
VERITEX HLDGS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2905)
0.3 -20,732 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HYFI
AB ACTIVE ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3036)
0.3 -15,634 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3096)
0.3 -14,310 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HOND
HCM II ACQUISIT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3122)
0.3 -32,571 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HRI
HERC HLDGS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3137)
0.3 -4,485 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SQEW
TWO RDS SHARED ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3138)
0.3 -14,503 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LENZ
LENZ THERAPEUTI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3157)
0.3 -10,946 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OPRA
OPERA LTD
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3167)
0.3 -24,410 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTMF
WISDOMTREE TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3227)
0.3 -12,357 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATLO
AMES NATL CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3239)
0.3 -22,825 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CORZ
CORE SCIENTIFIC...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3246)
0.3 -25,592 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SRAD
SPORTRADAR GROU...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3265)
0.3 -16,687 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPXM
TIDAL TRUST III
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3278)
0.3 -20,777 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EBMT
EAGLE BANCORP M...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3282)
0.3 -25,523 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYLD
TWO RDS SHARED ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3289)
0.3 -19,285 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MGIC
MAGIC SOFTWARE ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3329)
0.3 -20,667 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EINC
VANECK ETF TRUS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3337)
0.3 -4,215 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QFIN
QFIN HOLDINGS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3373)
0.3 -13,845 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LGIH
LGI HOMES INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3375)
0.3 -7,664 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JANJ
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3382)
0.3 -15,907 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SINT
SINTX TECHNOLOG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3396)
0.3 -94,929 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3394)
0.3 -30,981 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVT
AVNET INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #3413)
0.3 -7,287 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NCNO
NCINO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #3460)
0.3 -13,468 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CIVI
CIVITAS RESOURC...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3487)
0.3 -10,996 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JLS
NUVEEN MORTGAGE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3512)
0.3 -18,299 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TGLS
TECNOGLASS INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #3520)
0.3 -5,071 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CXT
CRANE NXT CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3537)
0.3 -4,947 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSPM
INVESCO EXCHANG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3540)
0.3 -10,072 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FVC
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3548)
0.3 -9,065 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DEXC
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3549)
0.3 -5,778 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FSEC
FIDELITY MERRIM...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3553)
0.3 -7,389 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
URBN
URBAN OUTFITTER...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3558)
0.3 -4,545 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BTF
VALKYRIE ETF TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3585)
0.3 -18,313 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTDR
FRONTDOOR INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3591)
0.3 -4,682 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CEMB
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #3599)
0.3 -6,760 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WOR
WORTHINGTON ENT...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3658)
0.3 -5,328 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FFBC
FIRST FINL BANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3664)
0.3 -11,650 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UPB
UPSTREAM BIO IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3673)
0.3 -15,503 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WD
WALKER & DUNLOP...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3668)
0.3 -3,486 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACLC
AMERICAN CENTY ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3679)
0.3 -3,759 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIEM
FRANKLIN TEMPLE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3678)
0.3 -9,018 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETNB
89BIO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3682)
0.3 -19,631 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STN
STANTEC INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3688)
0.3 -2,662 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UHAL
U HAUL HOLDING ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3687)
0.3 -5,023 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OFIX
ORTHOFIX MED IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3690)
0.3 -19,562 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FRI
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3717)
0.3 -9,887 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SBGI
SINCLAIR INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3724)
0.3 -18,302 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MHK
MOHAWK INDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3729)
0.3 -2,124 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAWZ
PROSHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3738)
0.3 -4,820 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AKO/B
EMBOTELLADORA A...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3741)
0.3 -11,373 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IEUS
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3742)
0.3 -3,994 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CFSB
CFSB BANCORP IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3744)
0.3 -19,000 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHRD
CHORD ENERGY CO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3753)
0.3 -2,651 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XSW
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3755)
0.3 -1,315 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TFIN
TRIUMPH FINANCI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3759)
0.3 -5,166 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RSI
RUSH STREET INT...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3770)
0.3 -12,480 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BATRA
ATLANTA BRAVES ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3775)
0.3 -5,565 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLAD
GLADSTONE CAPIT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3776)
0.3 -11,581 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLJJ
AIM ETF PRODUCT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3780)
0.3 -8,030 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVSB
MORGAN STANLEY ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3783)
0.3 -4,912 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OZ
BELPOINTE PREP ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3782)
0.3 -3,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BOAT
TIDAL TRUST I
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3786)
0.3 -8,024 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZD
ZIFF DAVIS INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3794)
0.3 -6,494 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDR
SCHNEIDER NATIO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3799)
0.3 -11,623 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMIG
ETF SER SOLUTIO...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3807)
0.3 -8,218 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EBND
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3808)
0.3 -11,381 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SEDG
SOLAREDGE TECHN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3810)
0.3 -6,542 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RGR
STURM RUGER & C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3813)
0.3 -5,576 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAPE
DOUBLELINE ETF ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3817)
0.3 -7,371 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LTH
LIFE TIME GROUP...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3825)
0.3 -8,593 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IMNM
IMMUNOME INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3830)
0.3 -20,118 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XHLF
BONDBLOXX ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3832)
0.3 -4,681 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PVBC
PROVIDENT BANCO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3831)
0.3 -18,801 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBNE
SSGA ACTIVE TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3829)
0.3 -8,108 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GINN
GOLDMAN SACHS E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3833)
0.3 -3,184 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MGRM
MONOGRAM TECHNO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3837)
0.3 -39,992 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GENI
GENIUS SPORTS L...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3840)
0.3 -18,891 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MUR
MURPHY OIL CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #3838)
0.3 -8,252 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DKL
DELEK LOGISTICS...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3844)
0.3 -5,106 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNN
SMITH & NEPHEW ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3851)
0.3 -6,392 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTLE
VITAL ENERGY IN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3853)
0.3 -13,652 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRX
BRIXMOR PPTY GR...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3857)
0.3 -8,279 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QURE
UNIQURE NV
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3861)
0.3 -3,880 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OII
OCEANEERING INT...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3871)
0.3 -8,980 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWEN
CLEARWAY ENERGY...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #3876)
0.3 -7,868 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VC
VISTEON CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3878)
0.3 -1,846 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CART
MAPLEBEAR INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3883)
0.3 -5,976 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSVO
EA SERIES TRUST
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3888)
0.3 -9,660 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GEO
GEO GROUP INC N...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3890)
0.3 -10,643 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACMR
ACM RESH INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #3889)
0.3 -5,575 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
REM
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3892)
0.3 -9,889 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CIVB
CIVISTA BANCSHA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3891)
0.3 -10,707 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BELT
BLACKROCK ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3897)
0.3 -6,465 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LKFN
LAKELAND FINL C...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3902)
0.3 -3,328 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EPRF
INNOVATOR ETFS ...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #3905)
0.3 -11,645 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NTCT
NETSCOUT SYS IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3911)
0.3 -8,191 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WLY
WILEY JOHN & SO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3912)
0.3 -5,239 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LOPE
GRAND CANYON ED...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3913)
0.3 -959 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TPH
TRI POINTE HOME...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3915)
0.3 -6,210 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAON
AAON INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3917)
0.3 -2,253 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
ADTALEM GLOBAL ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3921)
0.3 -1,351 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SFBS
SERVISFIRST BAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3934)
0.3 -2,558 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESI
ELEMENT SOLUTIO...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #3939)
0.3 -8,127 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SXI
STANDEX INTL CO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3938)
0.3 -966 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KMPR
KEMPER CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3944)
0.3 -3,934 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ITEQ
AMPLIFY ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3946)
0.3 -3,451 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DK
DELEK US HLDGS ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3945)
0.3 -6,268 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CMP
COMPASS MINERAL...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #3953)
0.3 -10,225 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GRRR
GORILLA TECHNOL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3954)
0.3 -10,548 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HONE
HARBORONE BANCO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3959)
0.3 -14,023 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLW
BLACKROCK LTD D...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3965)
0.3 -13,532 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ERII
ENERGY RECOVERY...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3973)
0.3 -11,793 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TU
TELUS CORPORATI...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3982)
0.3 -11,035 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDX
SYNDAX PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3995)
0.3 -10,906 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SHBI
SHORE BANCSHARE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3997)
0.3 -10,183 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EBS
EMERGENT BIOSOL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4018)
0.3 -17,117 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INMD
INMODE LTD
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4019)
0.3 -10,019 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SGHC
SUPER GROUP SGH...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4029)
0.3 -10,501 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHD
PIONEER FLOATIN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4033)
0.3 -13,604 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DVAX
DYNAVAX TECHNOL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4032)
0.3 -13,741 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LPTH
LIGHTPATH TECHN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4037)
0.3 -17,080 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DHC
DIVERSIFIED HEA...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4042)
0.3 -29,577 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WHF
WHITEHORSE FIN ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4043)
0.3 -18,492 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VINP
VINCI COMPASS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4044)
0.3 -11,942 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARHS
ARHAUS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4047)
0.3 -11,842 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EVLV
EVOLV TECHNOLOG...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #4055)
0.3 -16,068 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ASG
LIBERTY ALL-STA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4058)
0.3 -21,431 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IRBT
IROBOT CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4061)
0.3 -31,939 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALTG
ALTA EQUIPMENT ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #4065)
0.3 -15,798 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4074)
0.3 -16,608 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MFM
MFS MUN INCOME ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4091)
0.3 -18,614 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LXP
LXP INDUSTRIAL ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #4095)
0.3 -10,509 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EDSA
EDESA BIOTECH I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4096)
0.3 -37,548 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARQ
ARQ INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #4112)
0.3 -11,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CYH
COMMUNITY HEALT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4114)
0.3 -25,180 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLOV
CLOVER HEALTH I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4113)
0.3 -26,310 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LTRN
LANTERN PHARMA ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4117)
0.3 -18,161 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ASPN
ASPEN AEROGELS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #4116)
0.3 -11,352 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CONY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4125)
0.3 -10,538 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPSH
CPS TECHNOLOGIE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4130)
0.3 -19,833 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTF
FRANKLIN LTD DU...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4135)
0.3 -10,507 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BB
BLACKBERRY LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #4139)
0.3 -13,145 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TEF
TELEFONICA S A
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4140)
0.3 -12,659 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DVLT
DATAVAULT AI IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4145)
0.3 -56,521 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COTY
COTY INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #4149)
0.3 -14,775 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDF
CARDIFF ONCOLOG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4150)
0.3 -28,465 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALDX
ALDEYRA THERAPE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4151)
0.3 -10,904 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GAU
GALIANO GOLD IN...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #4154)
0.3 -25,016 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATAI
ATAI LIFE SCIEN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4156)
0.3 -10,017 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SENS
SENSEONICS HLDG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4158)
0.3 -122,335 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NNDM
NANO DIMENSION ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4161)
0.3 -33,132 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCO
CLEAR CHANNEL O...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4164)
0.3 -31,504 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LXRX
LEXICON PHARMAC...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4165)
0.3 -35,738 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCCC
C4 THERAPEUTICS...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4169)
0.3 -20,510 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATOS
ATOSSA THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4177)
0.3 -46,001 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TNYA
TENAYA THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4175)
0.3 -24,950 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NFE
NEW FORTRESS EN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #4187)
0.3 -14,457 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
POWW
OUTDOOR HOLDING...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #4190)
0.3 -21,252 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LAZR
LUMINAR TECHNOL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4189)
0.3 -16,204 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SURG
SURGEPAYS INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4194)
0.3 -10,000 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLNT
FLUENT INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4199)
0.3 -11,112 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GPRO
GOPRO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #4204)
0.3 -10,768 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BENF
BENEFICIENT
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4208)
0.3 -21,212 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EPOW
SUNRISE NEW ENE...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #4211)
0.3 -13,781 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CGEN
COMPUGEN LTD
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4214)
0.3 -11,706 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PSNY
POLESTAR AUTOMO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4215)
0.3 -17,921 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRIB
TRINITY BIOTECH...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4219)
0.3 -12,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WWR
WESTWATER RES I...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #4223)
0.3 -10,360 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
COHEN & STEERS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4225)
0.3 -115,804 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FLY E GROUP INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4227)
0.3 -10,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
PMN
PROMIS NEUROSCI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4230)
0.3 -11,447 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVVE
NUVVE HOLDING C...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4231)
0.3 -19,001 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 4487 holdings

Unlock Full COMMONWEALTH EQUITY SERVICES, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics