Strategic Blueprint, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Strategic Blueprint, LLC maintained a portfolio of 797 distinct positions. The most significant new addition to the portfolio was AVANTIS U.S. QUALITY, which now represents 0.93% of the total fund value. They heavily accumulated shares in ISHARES CORE TOTAL U, increasing their position by 4.7%. Conversely, Strategic Blueprint, LLC completely exited their position in ISHARES LARGE CAP MA.
PCA Score Concentration Risk
Risk ENB
Total Positions
797
Quarter
2025 Q4
Top Holding
AVUS (3.1%)
Top 10 Concentration
20.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 797
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
AVUS
AVANTIS U.S. EQ...
ETF 3.07% 2.21% #1 3
Prev: #4
1.2 -447 -0.1%
P
S
465,389 $52,021,144 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.76% 2.13% #2 3
Prev: #5
1.1 -10,798 -4.1%
P
S
251,420 $46,889,915 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD GROWTH...
ETF 2.57% 1.89% #3 3
Prev: #6
1.0 -1,103 -1.2%
P
S
89,331 $43,580,881 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD VALUE ...
ETF 2.34% 2.84% #4 2
Prev: #2
1.1 -141,031 -40.4%
P
S
207,983 $39,722,705 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES CORE TO...
ETF 1.91% 1.36% #5 5
Prev: #10
2.8 31,262 4.7%
P
S
697,416 $32,457,725 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC COM
Technology 1.90% 1.52% #6 2
Prev: #8
0.8 -18,500 -13.5%
P
S
118,700 $32,269,893 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDE
AVANTIS INTERNA...
ETF 1.75% 0.99% #7 11
Prev: #18
2.8 71,416 24.8%
P
S
359,717 $29,611,921 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES MSCI US...
ETF 1.64% 1.58% #8 1
Prev: #7
0.7 -46,087 -24.8%
P
S
139,931 $27,793,168 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
ISHARES U.S. EQ...
ETF 1.62% 1.16% #9 6
Prev: #15
2.7 4,646 1.0%
P
S
452,646 $27,525,419 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES MSCI EA...
ETF 1.37% 1.17% #10 4
Prev: #14
0.6 -68,758 -17.4%
P
S
325,741 $23,261,181 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES CORE MS...
ETF 1.35% 0.84% #11 12
Prev: #23
2.6 46,704 15.9%
P
S
339,838 $22,843,890 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Technology 1.32% 1.35% #12 1
Prev: #11
0.6 -13,285 -22.3%
P
S
46,368 $22,424,635 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC CA...
Communication Services 1.23% 0.81% #13 13
Prev: #26
0.5 -9,781 -12.8%
P
S
66,695 $20,875,400 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGGR
CAPITAL GROUP G...
ETF 1.19% 0.82% #14 11
Prev: #25
2.5 24,314 5.6%
P
S
454,697 $20,220,367 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOVT
ISHARES U.S. TR...
ETF 1.19% 0.84% #15 9
Prev: #24
2.5 41,070 4.9%
P
S
876,773 $20,187,704 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
STATE STREET SP...
ETF 1.18% 0.88% #16 5
Prev: #21
0.5 -7,018 -2.7%
P
S
250,618 $20,104,577 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
STATE STR SPDR ...
ETF 1.10% 0.88% #17 5
Prev: #22
0.5 -2,656 -8.8%
P
S
27,476 $18,736,604 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC ...
Consumer Cyclical 1.10% 0.97% #18 1
Prev: #19
0.5 -20,257 -20.1%
P
S
80,681 $18,622,793 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OEF
ISHARES S&P 100...
ETF 1.00% 0.71% #19 13
Prev: #32
2.4 752 1.5%
P
S
49,662 $17,032,648 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD TOTAL ...
ETF 0.96% 0.74% #20 9
Prev: #29
0.4 -3,627 -7.0%
P
S
48,373 $16,218,168 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUQ
AVANTIS U.S. QU...
ETF 0.93% #21
Prev: #—
2.4 261,088 no change
NEW
261,088 $15,709,535 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFR
FT VEST LADDERE...
ETF 0.83% 0.59% #22 15
Prev: #37
2.3 2,006 0.5%
P
S
410,263 $14,055,610 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD S&P 50...
ETF 0.80% 3.01% #23 22
Prev: #1
0.6 -91,214 -80.9%
P
S
21,564 $13,523,556 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO ...
Healthcare 0.77% 0.47% #24 24
Prev: #48
0.4 -2,083 -14.6%
P
S
12,142 $13,049,187 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VMBS
VANGUARD MORTGA...
ETF 0.75% 0.53% #25 16
Prev: #41
2.3 12,560 4.9%
P
S
271,198 $12,768,022 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MAXJ
ISHARES LARGE C...
ETF 0.00% 1.12%
Sold All 😨
(Was: #17)
0.3 -914,386 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DMAX
ISHARES LARGE C...
ETF 0.00% 0.88%
Sold All 😨
(Was: #20)
0.3 -767,314 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QUS
SPDR MSCI USA S...
ETF 0.00% 0.80%
Sold All 😨
(Was: #27)
0.3 -107,676 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD TOTAL ...
ETF 0.00% 0.71%
Sold All 😨
(Was: #31)
0.3 -222,102 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQEW
FIRST TRUST NAS...
ETF 0.00% 0.68%
Sold All 😨
(Was: #34)
0.3 -110,737 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FEX
FIRST TRUST LAR...
ETF 0.00% 0.66%
Sold All 😨
(Was: #35)
0.3 -130,323 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PHYS
SPROTT ASSET MA...
Unknown 0.00% 0.49%
Sold All 😨
(Was: #45)
0.3 -377,026 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CGCB
CAPITAL GROUP C...
ETF 0.00% 0.48%
Sold All 😨
(Was: #47)
0.3 -412,101 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IJUL
INNOVATOR INTER...
ETF 0.00% 0.47%
Sold All 😨
(Was: #49)
0.3 -326,450 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JAAA
JANUS HENDERSON...
ETF 0.00% 0.46%
Sold All 😨
(Was: #51)
0.3 -205,557 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTG
ISHARES IBONDS ...
ETF 0.00% 0.44%
Sold All 😨
(Was: #56)
0.3 -435,922 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHF
ISHARES IBONDS ...
ETF 0.00% 0.31%
Sold All 😨
(Was: #84)
0.3 -304,051 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTH
ISHARES IBONDS ...
ETF 0.00% 0.29%
Sold All 😨
(Was: #89)
0.3 -298,946 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKB
ARK 21SHARES BI...
ETF 0.00% 0.24%
Sold All 😨
(Was: #101)
0.3 -147,429 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTI
ISHARES IBONDS ...
ETF 0.00% 0.23%
Sold All 😨
(Was: #105)
0.3 -236,232 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTJ
ISHARES IBONDS ...
ETF 0.00% 0.18%
Sold All 😨
(Was: #131)
0.3 -186,646 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES IBONDS ...
ETF 0.00% 0.16%
Sold All 😨
(Was: #140)
0.3 -153,527 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FIW
FIRST TRUST WAT...
ETF 0.00% 0.15%
Sold All 😨
(Was: #146)
0.3 -29,997 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKQ
ARK AUTONOMOUS ...
ETF 0.00% 0.14%
Sold All 😨
(Was: #151)
0.3 -28,796 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QTUM
DEFIANCE QUANTU...
ETF 0.00% 0.14%
Sold All 😨
(Was: #152)
0.3 -30,408 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NLR
VANECK URANIUM ...
ETF 0.00% 0.14%
Sold All 😨
(Was: #156)
0.3 -23,131 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IJAN
INNOVATOR INTER...
ETF 0.00% 0.13%
Sold All 😨
(Was: #161)
0.3 -85,318 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MMAX
ISHARES LARGE C...
ETF 0.00% 0.13%
Sold All 😨
(Was: #165)
0.3 -112,273 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROBO
ROBO GLOBAL ROB...
ETF 0.00% 0.12%
Sold All 😨
(Was: #168)
0.3 -43,311 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IAPR
INNOVATOR INTER...
ETF 0.00% 0.12%
Sold All 😨
(Was: #169)
0.3 -93,281 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMAX
ISHARES LARGE C...
ETF 0.00% 0.11%
Sold All 😨
(Was: #178)
0.3 -95,847 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SIXO
ALLIANZIM U.S. ...
ETF 0.00% 0.10%
Sold All 😨
(Was: #187)
0.3 -67,656 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SIXJ
ALLIANZIM U.S. ...
ETF 0.00% 0.09%
Sold All 😨
(Was: #196)
0.3 -63,332 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KJAN
INNOVATOR U.S. ...
ETF 0.00% 0.09%
Sold All 😨
(Was: #200)
0.3 -49,995 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PSI
INVESCO SEMICON...
ETF 0.00% 0.07%
Sold All 😨
(Was: #229)
0.3 -24,343 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MGC
VANGUARD MEGA C...
ETF 0.00% 0.07%
Sold All 😨
(Was: #231)
0.3 -6,962 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AJAN
INNOVATOR EQUIT...
ETF 0.00% 0.07%
Sold All 😨
(Was: #239)
0.3 -60,259 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NJAN
INNOVATOR GROWT...
ETF 0.00% 0.06%
Sold All 😨
(Was: #262)
0.3 -27,219 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VONG
VANGUARD RUSSEL...
ETF 0.00% 0.06%
Sold All 😨
(Was: #267)
0.3 -11,694 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOCT
INNOVATOR GROWT...
ETF 0.00% 0.06%
Sold All 😨
(Was: #269)
0.3 -24,621 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PQJA
PGIM NASDAQ-100...
ETF 0.00% 0.06%
Sold All 😨
(Was: #278)
0.3 -48,724 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
ETF 0.00% 0.05%
Sold All 😨
(Was: #298)
0.3 -39,618 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTK
ISHARES IBONDS ...
ETF 0.00% 0.05%
Sold All 😨
(Was: #304)
0.3 -60,423 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVVM
ISHARES LARGE C...
ETF 0.00% 0.05%
Sold All 😨
(Was: #326)
0.3 -30,845 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVVB
ISHARES LARGE C...
ETF 0.00% 0.05%
Sold All 😨
(Was: #330)
0.3 -32,084 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
CALL
CALL Option 0.00% 0.05%
Sold All 😨
(Was: #332)
0.3 -1,500 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NRG
NRG ENERGY INC ...
Utilities 0.00% 0.05%
Sold All 😨
(Was: #334)
0.3 -6,389 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FMAY
FT VEST U.S. EQ...
ETF 0.00% 0.04%
Sold All 😨
(Was: #342)
0.3 -18,341 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PJUN
INNOVATOR U.S. ...
ETF 0.00% 0.04%
Sold All 😨
(Was: #346)
0.3 -22,820 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FXL
FIRST TRUST TEC...
ETF 0.00% 0.04%
Sold All 😨
(Was: #350)
0.3 -5,492 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #355)
0.3 -2,673 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EJAN
INNOVATOR EMERG...
ETF 0.00% 0.04%
Sold All 😨
(Was: #363)
0.3 -26,203 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #370)
0.3 -1,702 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASML
ASML HOLDING N ...
Technology 0.00% 0.03%
Sold All 😨
(Was: #377)
0.3 -828 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PJUL
INNOVATOR U.S. ...
ETF 0.00% 0.03%
Sold All 😨
(Was: #378)
0.3 -17,355 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UBSI
UNITED BANKSHAR...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #384)
0.3 -20,547 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC COM
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #400)
0.3 -600 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JAJL
INNOVATOR EQUIT...
ETF 0.00% 0.03%
Sold All 😨
(Was: #403)
0.3 -24,917 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MDT
MEDTRONIC PLC S...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #413)
0.3 -7,251 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
J
JACOBS SOLUTION...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #424)
0.3 -4,352 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSX
BOSTON SCIENTIF...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #434)
0.3 -6,323 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VFQY
VANGUARD U.S. Q...
ETF 0.00% 0.03%
Sold All 😨
(Was: #438)
0.3 -4,024 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JANW
ALLIANZIM U.S. ...
ETF 0.00% 0.03%
Sold All 😨
(Was: #442)
0.3 -16,683 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES IBONDS ...
ETF 0.00% 0.03%
Sold All 😨
(Was: #447)
0.3 -23,813 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TDVG
T. ROWE PRICE D...
ETF 0.00% 0.03%
Sold All 😨
(Was: #451)
0.3 -13,551 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
D
DOMINION ENERGY...
Utilities 0.00% 0.02%
Sold All 😨
(Was: #458)
0.3 -9,317 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP COM
Utilities 0.00% 0.02%
Sold All 😨
(Was: #464)
0.3 -2,855 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MAR
MARRIOTT INTL I...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #465)
0.3 -2,123 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CGIB
CAPITAL GROUP I...
ETF 0.00% 0.02%
Sold All 😨
(Was: #468)
0.3 -21,124 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MGK
VANGUARD MEGA C...
CALL
CALL Option 0.00% 0.02%
Sold All 😨
(Was: #471)
0.3 -1,300 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #472)
0.3 -2,852 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DOV
DOVER CORP COM
Industrials 0.00% 0.02%
Sold All 😨
(Was: #473)
0.3 -3,046 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ITW
ILLINOIS TOOL W...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #478)
0.3 -1,894 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BGLD
FT VEST GOLD ST...
ETF 0.00% 0.02%
Sold All 😨
(Was: #486)
0.3 -20,107 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAPR
INNOVATOR U.S. ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #488)
0.3 -12,474 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSPF
INVESCO S&P 500...
ETF 0.00% 0.02%
Sold All 😨
(Was: #489)
0.3 -6,141 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FELC
FIDELITY ENHANC...
ETF 0.00% 0.02%
Sold All 😨
(Was: #490)
0.3 -12,811 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ROL
ROLLINS INC COM
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #499)
0.3 -7,660 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MDLZ
MONDELEZ INTL I...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #502)
0.3 -7,170 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGTI
RIGETTI COMPUTI...
Technology 0.00% 0.02%
Sold All 😨
(Was: #510)
0.3 -14,304 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PSEP
INNOVATOR U.S. ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #512)
0.3 -9,852 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IXC
ISHARES GLOBAL ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #513)
0.3 -10,126 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PFEB
INNOVATOR U.S. ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #531)
0.3 -10,141 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGP
INVESCO S&P 500...
ETF 0.00% 0.02%
Sold All 😨
(Was: #536)
0.3 -3,448 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO BULLETS...
ETF 0.00% 0.02%
Sold All 😨
(Was: #538)
0.3 -16,670 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EW
EDWARDS LIFESCI...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #540)
0.3 -4,935 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGX
ARGAN INC COM
Industrials 0.00% 0.02%
Sold All 😨
(Was: #541)
0.3 -1,418 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAK
ISHARES U.S. IN...
ETF 0.00% 0.02%
Sold All 😨
(Was: #548)
0.3 -2,787 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ICSH
ISHARES ULTRA S...
ETF 0.00% 0.02%
Sold All 😨
(Was: #549)
0.3 -7,361 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IRM
IRON MTN INC DE...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #552)
0.3 -3,645 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SKYT
SKYWATER TECHNO...
Technology 0.00% 0.02%
Sold All 😨
(Was: #553)
0.3 -19,748 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFX
EQUIFAX INC COM
Industrials 0.00% 0.02%
Sold All 😨
(Was: #564)
0.3 -1,393 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDY
SPDR S&P MIDCAP...
ETF 0.00% 0.02%
Sold All 😨
(Was: #574)
0.3 -581 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FXR
FIRST TRUST IND...
ETF 0.00% 0.01%
Sold All 😨
(Was: #578)
0.3 -4,346 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DKNG
DRAFTKINGS INC ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #588)
0.3 -8,645 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTL
ISHARES IBONDS ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #590)
0.3 -15,533 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVBW
ALLIANZIM U.S. ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #597)
0.3 -9,280 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKHY
BNY MELLON HIGH...
ETF 0.00% 0.01%
Sold All 😨
(Was: #601)
0.3 -6,182 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CBOE
CBOE GLOBAL MKT...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #602)
0.3 -1,225 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GAPR
FT VEST U.S. EQ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #606)
0.3 -7,525 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TMUS
T-MOBILE US INC...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #611)
0.3 -1,210 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLHY
FRANKLIN HIGH Y...
ETF 0.00% 0.01%
Sold All 😨
(Was: #612)
0.3 -11,757 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCL
CIRCLE INTERNET...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #621)
0.3 -2,108 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BKH
BLACK HILLS COR...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #622)
0.3 -4,513 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FBTC
FIDELITY WISE O...
ETF 0.00% 0.01%
Sold All 😨
(Was: #634)
0.3 -2,616 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC COM
Unknown 0.00% 0.01%
Sold All 😨
(Was: #635)
0.3 -2,022 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGCP
CAPITAL GROUP C...
ETF 0.00% 0.01%
Sold All 😨
(Was: #638)
0.3 -11,399 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FDN
FIRST TRUST DOW...
ETF 0.00% 0.01%
Sold All 😨
(Was: #643)
0.3 -908 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FBT
FIRST TRUST NYS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #645)
0.3 -1,404 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOOV
VANGUARD S&P 50...
ETF 0.00% 0.01%
Sold All 😨
(Was: #646)
0.3 -1,255 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JHMD
JOHN HANCOCK MU...
ETF 0.00% 0.01%
Sold All 😨
(Was: #651)
0.3 -6,126 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
URI
UNITED RENTALS ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #652)
0.3 -256 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TOTL
SPDR DOUBLELINE...
ETF 0.00% 0.01%
Sold All 😨
(Was: #654)
0.3 -5,994 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TJUL
INNOVATOR EQUIT...
ETF 0.00% 0.01%
Sold All 😨
(Was: #655)
0.3 -8,200 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RCL
ROYAL CARIBBEAN...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #657)
0.3 -739 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUS
DIMENSIONAL U.S...
ETF 0.00% 0.01%
Sold All 😨
(Was: #658)
0.3 -3,276 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HDV
ISHARES CORE HI...
ETF 0.00% 0.01%
Sold All 😨
(Was: #661)
0.3 -1,930 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC CL A
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #662)
0.3 -1,592 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDS
ISHARES IBONDS ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #664)
0.3 -9,401 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMP
AMERIPRISE FINL...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #665)
0.3 -465 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HEZU
ISHARES CURRENC...
ETF 0.00% 0.01%
Sold All 😨
(Was: #668)
0.3 -5,364 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DMXF
ISHARES ESG ADV...
ETF 0.00% 0.01%
Sold All 😨
(Was: #670)
0.3 -2,956 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHA
SCHWAB U.S. SMA...
ETF 0.00% 0.01%
Sold All 😨
(Was: #674)
0.3 -7,997 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNK
SPDR BLOOMBERG ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #675)
0.3 -2,274 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SBUX
STARBUCKS CORP ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #678)
0.3 -2,605 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WSM
WILLIAMS SONOMA...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #679)
0.3 -1,126 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMR
NUSCALE PWR COR...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #683)
0.3 -5,993 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPHQ
INVESCO S&P 500...
ETF 0.00% 0.01%
Sold All 😨
(Was: #688)
0.3 -2,909 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ONON
ON HLDG AG NAME...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #689)
0.3 -5,030 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DECW
ALLIANZIM U.S. ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #690)
0.3 -6,453 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRW
WISDOMTREE US Q...
ETF 0.00% 0.01%
Sold All 😨
(Was: #691)
0.3 -2,375 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ANGL
VANECK FALLEN A...
ETF 0.00% 0.01%
Sold All 😨
(Was: #695)
0.3 -7,010 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PDEC
INNOVATOR U.S. ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #696)
0.3 -4,947 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CGMU
CAPITAL GROUP M...
ETF 0.00% 0.01%
Sold All 😨
(Was: #698)
0.3 -7,597 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CDNS
CADENCE DESIGN ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #700)
0.3 -585 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MUNI
PIMCO INTERMEDI...
ETF 0.00% 0.01%
Sold All 😨
(Was: #702)
0.3 -3,900 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SHAK
SHAKE SHACK INC...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #703)
0.3 -2,175 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHE
ISHARES IBONDS ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #706)
0.3 -8,615 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ECL
ECOLAB INC COM
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #707)
0.3 -730 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVMI
NOVA LTD COM
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #709)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LMT
LOCKHEED MARTIN...
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #710)
0.3 -300 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #711)
0.3 -500 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVTS
NAVITAS SEMICON...
Technology 0.00% 0.00%
Sold All 😨
(Was: #713)
0.3 -15,426 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #714)
0.3 -158 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TEL
TE CONNECTIVITY...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #715)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LWLG
LIGHTWAVE LOGIC...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #718)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TLRY
TILRAY BRANDS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #719)
0.3 -11,722 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHW
SCHWAB CHARLES ...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #721)
0.3 -100 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DKNG
DRAFTKINGS INC ...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #723)
0.3 -100 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XOSWW
XOS INC WT EXP ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #724)
0.3 -75,073 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 797 holdings

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