Concurrent Investment Advisors, LLC Portfolio Holdings by Sector
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Consumer Electronics | Technology
AAPL AAPL SONY AAPL 4 stocks |
$138 Million
3.51% of portfolio
|
3
|
1
|
1
|
- |
1
Calls
1
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM ADI TXN MCHP AMD TSM 16 stocks |
$131 Million
3.33% of portfolio
|
13
|
3
|
- | - |
2
Calls
1
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR PANW CRWD ADBE FTNT HOOD 19 stocks |
$129 Million
3.27% of portfolio
|
16
|
3
|
5
|
- |
1
Calls
1
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ MRK AMGN BMY PFE GILD 12 stocks |
$93.1 Million
2.36% of portfolio
|
10
|
2
|
1
|
- |
0
Calls
1
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG SNAP SPOT TWLO TME PINS 11 stocks |
$88.2 Million
2.23% of portfolio
|
11
|
- |
4
|
- |
1
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA BABA MELI JD JD BABA DTC 8 stocks |
$82.9 Million
2.1% of portfolio
|
7
|
1
|
3
|
- |
2
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A AIG HIG 4 stocks |
$58.5 Million
1.48% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX EOI EOS DHIL BK APO ARCC DSL 89 stocks |
$55.6 Million
1.41% of portfolio
|
66
|
14
|
10
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF ORCC PYPL SOFI DFS 10 stocks |
$54.2 Million
1.37% of portfolio
|
8
|
2
|
- | - |
1
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$51.3 Million
1.3% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C BCS UBS ING 7 stocks |
$49.1 Million
1.24% of portfolio
|
7
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP TTE NFG 6 stocks |
$48.3 Million
1.22% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER BSY INTU NOW MSTR SHOP APP 24 stocks |
$38.5 Million
0.97% of portfolio
|
21
|
3
|
6
|
- |
0
Calls
2
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO PEP KDP MNST CCEP 6 stocks |
$37 Million
0.94% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK AEP WEC D PEG XEL 17 stocks |
$36.5 Million
0.92% of portfolio
|
16
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYC 2 stocks |
$36.2 Million
0.92% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT LHX BA GD HWM NOC AXON 12 stocks |
$35.3 Million
0.89% of portfolio
|
11
|
1
|
2
|
- |
1
Calls
1
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR ITW ETN CMI PH ROP OTIS 12 stocks |
$34.9 Million
0.88% of portfolio
|
10
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD BROS SBUX CMG YUM DPZ DRI WEN 11 stocks |
$34.8 Million
0.88% of portfolio
|
7
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN BR FISV JKHY CTSH G EXLS 12 stocks |
$32.9 Million
0.83% of portfolio
|
8
|
4
|
2
|
- |
1
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$31.8 Million
0.8% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CLX CL KMB HIMS CHD 7 stocks |
$30.8 Million
0.78% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE EPD KMI ET ENB WMB LNG TRGP 11 stocks |
$26.4 Million
0.67% of portfolio
|
9
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC RF CBSH USB HTH PNC WTFC CADE 26 stocks |
$25.8 Million
0.65% of portfolio
|
22
|
2
|
10
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TMUS CMCSA TEF 5 stocks |
$25.4 Million
0.64% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT STE EW BSX PHG PEN 11 stocks |
$23.9 Million
0.6% of portfolio
|
8
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS ROKU WBD NXST AMCX 6 stocks |
$21.2 Million
0.54% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI CRDO HPE ADTN JNPR NOK HPE 10 stocks |
$19.9 Million
0.5% of portfolio
|
7
|
3
|
4
|
- |
2
Calls
1
Puts
|
|
Oil & Gas E&P | Energy
COP MTDR DVN SBR EOG FANG TALO OXY 15 stocks |
$19.1 Million
0.48% of portfolio
|
12
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM RACE TM BLBD TSLA RIVN 10 stocks |
$18.4 Million
0.46% of portfolio
|
8
|
2
|
3
|
- |
2
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV CVS OSCR MOH 6 stocks |
$17.9 Million
0.45% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW RJF IBKR SF SNEX VIRT 14 stocks |
$16.6 Million
0.42% of portfolio
|
8
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW APD DD ECL EMN NGVT LYB PPG 10 stocks |
$16.1 Million
0.41% of portfolio
|
7
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE FDS MCO CME NDAQ CBOE MSCI 8 stocks |
$15.3 Million
0.39% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$15 Million
0.38% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$14.7 Million
0.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET UNM PRU LNC MFC PUK JXN 8 stocks |
$13.2 Million
0.33% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB ALL PGR TRV MKL KNSL CINF LMND 10 stocks |
$11.9 Million
0.3% of portfolio
|
4
|
6
|
1
|
- |
1
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O KIM ADC IVT 5 stocks |
$11.7 Million
0.3% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM MMM 3 stocks |
$11 Million
0.28% of portfolio
|
2
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX RMD ANGO ANGO 5 stocks |
$9.9 Million
0.25% of portfolio
|
4
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$9.78 Million
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
HAL OII USAC SLB BKR 5 stocks |
$9.71 Million
0.25% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG CLH 3 stocks |
$9.54 Million
0.24% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$9.15 Million
0.23% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$8.42 Million
0.21% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO GPC AZO CASY ORLY BBY ULTA 7 stocks |
$8.12 Million
0.21% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX CORT EXEL REGN BEAM ACAD UTHR 14 stocks |
$7.72 Million
0.2% of portfolio
|
14
|
- |
10
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR LII JCI MAS BLDR ASPN 7 stocks |
$7.67 Million
0.19% of portfolio
|
7
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME PWR MTZ STRL WLDN 5 stocks |
$7.56 Million
0.19% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS CHRW FDX EXPD 4 stocks |
$7.36 Million
0.19% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC VLO SUN 4 stocks |
$7.22 Million
0.18% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG BRO WTW AON 5 stocks |
$7.22 Million
0.18% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL CBRE CBRE 3 stocks |
$6.97 Million
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC ONTO 4 stocks |
$6.53 Million
0.17% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO IQV IDXX DGX CRL 6 stocks |
$6.46 Million
0.16% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SJM GIS CAG MKC KHC K LW POST 10 stocks |
$6.2 Million
0.16% of portfolio
|
8
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL VICI WPC 3 stocks |
$5.86 Million
0.15% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR EQIX AMT CCI IRM LAMR 6 stocks |
$5.74 Million
0.15% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA EGP STAG NSA 5 stocks |
$5.61 Million
0.14% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL WSO FAST GWW AIT 5 stocks |
$5.3 Million
0.13% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA SWK 2 stocks |
$5.22 Million
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD NRZ RWT ABR AGNC 5 stocks |
$4.96 Million
0.13% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS ITCI PBH LNTH VTRS HLN TLRY 7 stocks |
$4.82 Million
0.12% of portfolio
|
7
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC MCK CAH 3 stocks |
$4.76 Million
0.12% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$4.45 Million
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL OHI PEAK MPW 4 stocks |
$4.42 Million
0.11% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL BKNG ABNB NCLH CCL 5 stocks |
$4.15 Million
0.11% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON SKX 3 stocks |
$3.5 Million
0.09% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH FN JBL KOPN KULR 6 stocks |
$3.36 Million
0.08% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$3.33 Million
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS GPN OMEX 3 stocks |
$3.19 Million
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK PCYO 2 stocks |
$3.01 Million
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL LUV DAL ALK SKYW JBLU AAL 7 stocks |
$2.88 Million
0.07% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM DHI LEN SKY TOL 5 stocks |
$2.84 Million
0.07% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE AES 2 stocks |
$2.77 Million
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2.45 Million
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$2.44 Million
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS GRMN 2 stocks |
$2.1 Million
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM KR 2 stocks |
$2.09 Million
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE ENVX VRT AYI 4 stocks |
$1.92 Million
0.05% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$1.9 Million
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$1.7 Million
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX EA NTES RBLX 4 stocks |
$1.69 Million
0.04% of portfolio
|
4
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Gambling | Consumer Cyclical
IGT DKNG 2 stocks |
$1.69 Million
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL PSTG HPQ STX IONQ 5 stocks |
$1.68 Million
0.04% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA CF 2 stocks |
$1.64 Million
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA THC DVA 3 stocks |
$1.61 Million
0.04% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC CRH.L 2 stocks |
$1.54 Million
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK EFX CRAI 3 stocks |
$1.43 Million
0.04% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM RGLD WPM GOLD BTG THM NEM 7 stocks |
$1.38 Million
0.03% of portfolio
|
1
|
5
|
1
|
- |
1
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS UMH CPT 3 stocks |
$1.35 Million
0.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$1.29 Million
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG AMCR GPK 3 stocks |
$1.29 Million
0.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$1.24 Million
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS ATI 2 stocks |
$1.19 Million
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO OGS 2 stocks |
$1.16 Million
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN CPRT 2 stocks |
$1.12 Million
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM VFF 2 stocks |
$1.03 Million
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$1 Million
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC IPG STGW 3 stocks |
$969,607
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$935,651
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$817,716
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PTON PLNT 2 stocks |
$798,427
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$763,150
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER URI 2 stocks |
$747,728
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$742,347
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD TAP 2 stocks |
$720,262
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$718,715
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$581,228
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$531,530
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$504,486
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$497,914
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$453,522
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
MTG 1 stocks |
$402,183
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
RMI 1 stocks |
$353,020
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO TMC 2 stocks |
$316,396
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
UA 1 stocks |
$305,300
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$291,405
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$289,686
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$260,352
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
HP 1 stocks |
$257,326
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BDN 1 stocks |
$245,767
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$227,036
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$222,121
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
XHR 1 stocks |
$214,095
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$155,528
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$60,846
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VOO BIL SPY QQQ IVV VTV BOND TLT 408 stocks |
$0
51.41% of portfolio
|
285
|
113
|
64
|
- |
3
Calls
1
Puts
|