D.A. DAVIDSON & CO.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1619
Quarter
2025 Q4
Top Holding
VTV (6.5%)
Top 10 Concentration
29.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1619
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
VTV
VANGUARD INDEX ...
ETF 6.51% 6.51% #1
Prev: #1
4.6 106,000 1.9%
P
S
5,564,462 $1,062,756,617 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 5.30% 5.44% #2
Prev: #2
2.1 -604 -0.0%
P
S
1,773,369 $865,155,819 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IXUS
ISHARES TR
ETF 4.07% 4.03% #3
Prev: #3
3.6 227,814 3.0%
P
S
7,848,801 $664,322,549 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 2.96% 2.95% #4
Prev: #4
3.2 232,809 5.1%
P
S
4,831,227 $482,542,999 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.50% 2.77% #5
Prev: #5
3.0 9,461 1.1%
P
S
844,062 $408,205,383 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.49% 2.47% #6
Prev: #6
1.0 -16,580 -1.1%
P
S
1,496,845 $406,932,469 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.55% 1.59% #7
Prev: #7
0.6 -22,710 -3.0%
P
S
731,244 $253,080,362 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 1.39% 1.39% #8
Prev: #8
2.6 13,298 0.4%
P
S
3,630,720 $226,811,094 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWN
ISHARES TR
ETF 1.38% 1.38% #9
Prev: #9
2.6 30,282 2.5%
P
S
1,246,342 $225,849,731 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPIB
SPDR SERIES TRU...
ETF 1.26% 1.26% #10 1
Prev: #11
2.5 270,696 4.7%
P
S
6,069,488 $205,209,393 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.24% 1.29% #11 1
Prev: #10
2.5 6,361 0.6%
P
S
1,084,503 $202,259,870 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.06% 1.01% #12 4
Prev: #16
2.4 30,199 4.2%
P
S
752,437 $173,677,508 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWO
ISHARES TR
ETF 1.05% 1.07% #13 2
Prev: #15
2.4 10,967 2.1%
P
S
532,522 $172,009,930 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 1.05% 1.09% #14
Prev: #14
0.4 -453 -0.1%
P
S
362,006 $171,337,808 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 1.04% 1.00% #15 3
Prev: #18
0.4 -13,454 -1.4%
P
S
925,047 $169,653,763 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.02% 1.01% #16 1
Prev: #17
2.4 7,513 2.9%
P
S
264,661 $165,977,184 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 1.00% 1.13% #17 4
Prev: #13
0.4 -2,300 -1.2%
P
S
188,392 $162,458,787 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CGDV
CAPITAL GROUP D...
Unknown 0.95% 0.91% #18 2
Prev: #20
2.4 164,576 4.9%
P
S
3,541,612 $154,555,961 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMI
CUMMINS INC
Industrials 0.95% 0.85% #19 3
Prev: #22
0.4 -10,553 -3.4%
P
S
302,705 $154,515,889 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.91% 0.96% #20 1
Prev: #19
0.4 -3,602 -1.2%
P
S
295,371 $148,468,319 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.91% 0.86% #21
Prev: #21
0.4 -9,309 -1.3%
P
S
714,597 $147,885,995 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.85% 1.16% #22 10
Prev: #12
0.4 -136,741 -24.7%
P
S
416,102 $139,506,825 2003 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJJ
ISHARES TR
ETF 0.85% 0.84% #23
Prev: #23
2.4 44,836 4.4%
P
S
1,053,108 $138,578,566 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.85% 0.70% #24 6
Prev: #30
0.3 -5,547 -1.2%
P
S
442,119 $138,383,381 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.81% 0.83% #25 1
Prev: #24
0.3 -1,008 -0.2%
P
S
411,795 $132,688,684 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.03%
Sold All 😨
(Was: #394)
0.3 -77,910 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FMC
FMC CORP
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #504)
0.3 -92,986 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CEVA
CEVA INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #618)
0.3 -82,849 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LCG
NORTHERN LTS FD...
ETF 0.00% 0.01%
Sold All 😨
(Was: #636)
0.3 -62,665 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FBIN
FORTUNE BRANDS ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #668)
0.3 -34,444 -100.0%
CLOSED
$— 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SITM
SITIME CORP
Technology 0.00% 0.01%
Sold All 😨
(Was: #672)
0.3 -6,073 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLZE
BACKBLAZE INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #708)
0.3 -179,156 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHTR
CHARTER COMMUNI...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #721)
0.3 -5,864 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IDR
IDAHO STRATEGIC...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #728)
0.3 -46,872 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #736)
0.3 -18,762 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KGC
KINROSS GOLD CO...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #749)
0.3 -58,285 -100.0%
CLOSED
$— 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
APTV
APTIV PLC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #752)
0.3 -16,619 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKG
ARK ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #761)
0.3 -50,112 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRBG
COREBRIDGE FINL...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #809)
0.3 -35,928 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OC
OWENS CORNING N...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #833)
0.3 -7,753 -100.0%
CLOSED
$— 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PDEX
PRO-DEX INC COL...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #918)
0.3 -26,073 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TBIL
RBB FD INC
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #927)
0.3 -17,286 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PTON
PELOTON INTERAC...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #935)
0.3 -93,557 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSIX
POWER SOLUTIONS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #965)
0.3 -7,848 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LAKE
LAKELAND INDS I...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #969)
0.3 -51,834 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QGRW
WISDOMTREE TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #971)
0.3 -13,329 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #996)
0.3 -2,213 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MOS
MOSAIC CO NEW
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1001)
0.3 -20,206 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARGX
ARGENX SE
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1015)
0.3 -899 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAF
TORTOISE SUSTAI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1033)
0.3 -54,187 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1082)
0.3 -6,805 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EGO
ELDORADO GOLD C...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1089)
0.3 -18,930 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRDK
LIBERTY BROADBA...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1102)
0.3 -8,414 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGI
ALAMOS GOLD INC...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1116)
0.3 -14,904 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1121)
0.3 -21,806 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SWKS
SKYWORKS SOLUTI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1148)
0.3 -6,113 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XBIL
RBB FD INC
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1164)
0.3 -9,045 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCRD
CORECARD CORPOR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1172)
0.3 -16,668 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROP
ROPER TECHNOLOG...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1193)
0.3 -845 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SRAD
SPORTRADAR GROU...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1206)
0.3 -15,084 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AG
FIRST MAJESTIC ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1220)
0.3 -31,487 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RITM
RITHM CAPITAL C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1224)
0.3 -33,867 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ISSC
INNOVATIVE SOLU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1255)
0.3 -28,132 -100.0%
CLOSED
$— 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAAU
GOLDMAN SACHS P...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1256)
0.3 -9,183 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SYM
SYMBOTIC INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1263)
0.3 -6,332 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FDS
FACTSET RESH SY...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1267)
0.3 -1,173 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EQT
EQT CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #1284)
0.3 -5,848 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIVO
AMPLIFY ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1293)
0.3 -6,940 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MLPX
GLOBAL X FDS
ETF 0.00% 0.00%
Sold All 😨
(Was: #1309)
0.3 -4,697 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1312)
0.3 -6,116 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TIGR
UP FINTECH HLDG...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1318)
0.3 -27,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FSBW
FS BANCORP INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1325)
0.3 -6,994 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1341)
0.3 -9,866 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GDXJ
VANECK ETF TRUS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1349)
0.3 -2,636 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCL
CALEDONIA MNG C...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1358)
0.3 -7,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NAGE
NIAGEN BIOSCIEN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1361)
0.3 -26,942 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OLN
OLIN CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1363)
0.3 -10,022 -100.0%
CLOSED
$— 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IREN
IREN LIMITED
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1370)
0.3 -5,226 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IYLD
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1375)
0.3 -11,340 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TLN
TALEN ENERGY CO...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1388)
0.3 -552 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ROOT
ROOT INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1390)
0.3 -2,620 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INFL
LISTED FDS TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1392)
0.3 -5,238 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACM
AECOM
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1395)
0.3 -1,789 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBLY
MOBILEYE GLOBAL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1397)
0.3 -16,420 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ITRI
ITRON INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1411)
0.3 -1,823 -100.0%
CLOSED
$— 2002 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADMA
ADMA BIOLOGICS ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1413)
0.3 -15,480 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCI
ABRDN ETFS
ETF 0.00% 0.00%
Sold All 😨
(Was: #1419)
0.3 -10,272 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KWEB
KRANESHARES TRU...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1420)
0.3 -5,249 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELS
EQUITY LIFESTYL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1424)
0.3 -3,589 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEAR
ISHARES U S ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1434)
0.3 -4,135 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TYL
TYLER TECHNOLOG...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1446)
0.3 -392 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RGCO
RGC RES INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1447)
0.3 -9,126 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FCF
FIRST COMWLTH F...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1448)
0.3 -11,993 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NEU
NEWMARKET CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1453)
0.3 -245 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CALM
CAL MAINE FOODS...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1455)
0.3 -2,134 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESS
ESSEX PPTY TR I...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1456)
0.3 -750 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IFRA
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1457)
0.3 -3,799 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OXLC
OXFORD LANE CAP...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1463)
0.3 -11,236 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GO
GROCERY OUTLET ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1467)
0.3 -11,202 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BYON
BED BATH & BEYO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1473)
0.3 -15,490 -100.0%
CLOSED
$— 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLO
FLOWERS FOODS I...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1477)
0.3 -10,120 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BGT
BLACKROCK FLOAT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1479)
0.3 -10,388 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COF
CAPITAL ONE FIN...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1491)
0.3 -20 -100.0%
CLOSED
$— 2002 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EGY
VAALCO ENERGY I...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1500)
0.3 -16,100 -100.0%
CLOSED
$— 2006 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALIT
ALIGHT INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1504)
0.3 -13,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GALT
GALECTIN THERAP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1505)
0.3 -10,000 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SANA
SANA BIOTECHNOL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1506)
0.3 -11,220 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALLY
ALLY FINL INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1507)
0.3 -60 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1512)
0.3 -15 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HRTX
HERON THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1513)
0.3 -13,500 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PCAR
PACCAR INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1514)
0.3 -16 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1515)
0.3 -1 -100.0%
CLOSED
$— 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1516)
0.3 -20 -100.0%
CLOSED
$— 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
D R HORTON INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1517)
0.3 -6 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1518)
0.3 -2 -100.0%
CLOSED
$— 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SRAD
SPORTRADAR GROU...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1519)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLV
ISHARES SILVER ...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1523)
0.3 -2 -100.0%
CLOSED
$— 2006 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BYON
BED BATH & BEYO...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1525)
0.3 -5 -100.0%
CLOSED
$— 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1527)
0.3 -1 -100.0%
CLOSED
$— 2003 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVO
NOVO-NORDISK A ...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1528)
0.3 -1 -100.0%
CLOSED
$— 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSKY
PARAMOUNT SKYDA...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1529)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EIX
EDISON INTL
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1530)
0.3 -2 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FIG
FIGMA INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1531)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CLEARBRIDGE ENE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1532)
0.3 -12,216 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ABT
ABBOTT LABS
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1533)
0.3 -2 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1619 holdings

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