Strive Financial Group

Latest statistics and disclosures from Strive Financial Group's latest quarterly 13F-HR filing:

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Positions held by Strive Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Strive Financial Group

Strive Financial Group holds 723 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Strive Financial Group has 723 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Call Nvidia Corp $150 Exp 05/15/26 Option Equity Call Option (NVDA) 27.4 $94M 34k 2764.71
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Call Eli Lilly And Co $800 Exp 05/15/26 Option Equity Call Option (LLY) 7.1 $24M -5% 1.7k 14000.00
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Call Alphabet Inc $315 Exp 05/15/26 Option Equity Call Option (GOOG) 5.5 $19M 37k 500.00
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Call Taiwan Semiconducto$270 Exp 07/17/26 Option Equity Call Option (TSM) 4.1 $14M -7% 1.7k 8000.00
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Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 3.1 $11M +17% 18k 597.57
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Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA) 2.2 $7.7M +20% 85k 90.53
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Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO) 2.2 $7.4M +5% 26k 287.18
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Call Amazon.com Inc $217.5 Exp 04/17/26 Option Equity Call Option (AMZN) 2.1 $7.1M +5% 21k 333.33
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Apple Common Stock (AAPL) 1.6 $5.4M -2% 21k 253.78
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Call C H Robinson Worldw$135 Exp 08/21/26 Option Equity Call Option (CHRW) 1.4 $4.7M 1.2k 3875.00
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Meta Platforms Inc Class Class A Common Stock (META) 1.3 $4.5M -2% 7.8k 572.20
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Alphabet Inc Class Class A Common Stock (GOOGL) 1.2 $4.1M -3% 14k 287.58
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Call The Coca-cola Co $70 Exp 04/17/26 Option Equity Call Option (KO) 1.1 $3.8M -3% 5.8k 653.85
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Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG) 1.0 $3.4M NEW 34k 99.27
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Call Donaldson Inc $80 Exp 05/15/26 Option Equity Call Option (DCI) 1.0 $3.3M +712% 5.2k 630.43
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Ishares Core S&p Small-cap Etf Uit Exchange Traded (IJR) 0.8 $2.8M 23k 124.32
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Zacks Earnings Consistent Portfolio Etf Uit Exchange Traded (ZECP) 0.8 $2.8M 81k 33.83
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Walmart Common Stock (WMT) 0.8 $2.6M -6% 21k 124.30
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Call Verizon Communicati$48 Exp 05/15/26 Option Equity Call Option (VZ) 0.7 $2.5M 7.4k 333.33
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Caseys Gen Stores Common Stock (CASY) 0.7 $2.4M -8% 3.4k 727.79
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Call Pfizer Inc $25 Exp 06/18/26 Option Equity Call Option (PFE) 0.7 $2.4M -7% 7.3k 333.33
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Calamos Us Eq Autocallable Income Etf Uit Exchange Traded (CAIE) 0.7 $2.4M +62% 96k 25.14
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Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV) 0.7 $2.4M +9% 12k 196.23
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Monster Beverage Corp Ne Common Stock (MNST) 0.7 $2.4M -9% 33k 72.45
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Amgen Common Stock (AMGN) 0.7 $2.3M -12% 6.4k 351.86
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Cencora Inc Class Series A Common Stock (COR) 0.7 $2.3M -7% 7.2k 314.07
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Zacks Focus Growth Etf Uit Exchange Traded (GROZ) 0.7 $2.3M +9% 82k 27.57
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Autozone Common Stock (AZO) 0.7 $2.2M -4% 664.00 3378.01
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Intercontinental Exchang Common Stock (ICE) 0.6 $2.2M -4% 14k 157.28
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Costco Whsl Corp Common Stock (COST) 0.6 $2.0M -5% 2.0k 996.48
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Call Csx Corp $40 Exp 08/21/26 Option Equity Call Option (CSX) 0.6 $2.0M 5.3k 366.67
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Invesco S&p Smallcap 600rev Etf Uit Exchange Traded (RWJ) 0.6 $1.9M +3% 39k 50.49
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Pepsico Common Stock (PEP) 0.6 $1.9M -7% 12k 155.27
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Rollins Common Stock (ROL) 0.5 $1.9M -6% 35k 53.42
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Oracle Corp Common Stock (ORCL) 0.5 $1.9M -12% 13k 147.13
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Ishares Core Msci Emerging Markets Etf Uit Exchange Traded (IEMG) 0.5 $1.8M +9% 26k 69.73
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Adobe Common Stock (ADBE) 0.5 $1.8M 7.3k 243.06
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Thermo Fisher Scientific Common Stock (TMO) 0.5 $1.7M -7% 3.5k 491.39
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Procter & Gamble Common Stock (PG) 0.5 $1.7M -6% 12k 144.43
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Globe Life Common Stock (GL) 0.5 $1.7M -13% 12k 139.17
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Zacks Small/mid Cap Etf Uit Exchange Traded (SMIZ) 0.5 $1.7M +9% 45k 37.07
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Mettler-toledo Intl Common Stock (MTD) 0.5 $1.7M -5% 1.3k 1261.53
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Msci Common Stock (MSCI) 0.5 $1.6M -6% 3.0k 539.04
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Church & Dwight Common Stock (CHD) 0.5 $1.6M -5% 18k 93.29
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Tractor Supply Common Stock (TSCO) 0.5 $1.6M -5% 36k 45.31
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Ishares 0-3 Month Treasury Bond Etf Uit Exchange Traded (SGOV) 0.5 $1.6M NEW 16k 100.64
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Comcast Corp New Class A Common Stock (CMCSA) 0.4 $1.5M -8% 53k 28.72
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Henry Jack & Assoc Common Stock (JKHY) 0.4 $1.5M -5% 9.6k 158.03
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Call Microsoft Corp $400 Exp 04/17/26 Option Equity Call Option (MSFT) 0.4 $1.4M 13k 111.11
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Ishares Core S&p 500 Etf Uit Exchange Traded (IVV) 0.4 $1.3M 2.1k 653.17
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Intuit Common Stock (INTU) 0.4 $1.3M -6% 3.1k 432.36
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Check Point Software T F Foreign Ordinaries (CHKP) 0.4 $1.3M NEW 9.1k 142.86
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Automatic Data Processin Common Stock (ADP) 0.4 $1.3M -6% 6.3k 203.22
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Uit Exchange Traded (IGSB) 0.4 $1.2M 24k 52.58
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Copart Common Stock (CPRT) 0.4 $1.2M -5% 37k 33.20
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Mccormick & Co Inc Class Class N Common Stock (MKC) 0.4 $1.2M -5% 24k 50.45
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Global Pmts Common Stock (GPN) 0.4 $1.2M +5445% 18k 67.32
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Uit Exchange Traded (PDBC) 0.3 $1.2M +6% 69k 17.32
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Vanguard Short-term Treasury Index Fund Etf Shares Uit Exchange Traded (VGSH) 0.3 $1.1M NEW 20k 58.55
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Ishares Mbs Etf Uit Exchange Traded (MBB) 0.3 $1.1M +8% 12k 94.92
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Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG) 0.3 $1.1M +7% 2.4k 436.86
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Call Disney Walt Co $105 Exp 05/15/26 Option Equity Call Option (DIS) 0.3 $1.1M 5.3k 200.00
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Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO) 0.3 $1.0M -2% 28k 36.75
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Put Cisco Sys Inc $77.5 Exp 04/17/26 Option Equity Put Option (CSCO) 0.3 $1.0M +595% 5.2k 200.00
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Call Dow Inc $42.5 Exp 05/15/26 Option Equity Call Option (DOW) 0.3 $1.0M -61% 3.5k 285.71
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Boston Scientific Corp Common Stock (BSX) 0.3 $955k -3% 15k 62.75
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Vanguard Intermediate-term Corporate Bond Index Fun Uit Exchange Traded (VCIT) 0.3 $953k +2% 12k 82.75
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Call Medtronic Plc $90 Exp 06/18/26 Option Equity Call Option (MDT) 0.3 $937k NEW 3.3k 281.25
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Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF) 0.3 $924k +28% 2.2k 426.20
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Call Booz Allen Hamilton$85 Exp 05/15/26 Option Equity Call Option (BAH) 0.3 $857k 4.4k 195.12
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Abbott Labs Common Stock (ABT) 0.2 $829k +87% 8.1k 102.61
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Norfolk Southn Corp Common Stock (NSC) 0.2 $821k 2.9k 287.26
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State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY) 0.2 $793k 1.2k 650.53
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Put Spdr Utilities $46 Exp 04/17/26 Option Equity Put Option (XLU) 0.2 $780k +172% 8.6k 90.91
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Call Fastenal Co $45 Exp 05/15/26 Option Equity Call Option (FAST) 0.2 $733k +7% 2.9k 250.00
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Advanced Micro Devic Common Stock (AMD) 0.2 $697k +36% 3.4k 203.33
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Home Depot Common Stock (HD) 0.2 $674k +18% 2.0k 329.10
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Call Bristol Myers Squib$62.5 Exp 06/18/26 Option Equity Call Option (BMY) 0.2 $667k 3.0k 222.22
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Nextera Energy Common Stock (NEE) 0.2 $658k +13% 7.1k 92.85
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State Street Spdr Portfolio S&p 1500 Composite Stock Market E Uit Exchange Traded (SPTM) 0.2 $614k -4% 7.8k 79.02
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Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD) 0.2 $603k +11% 20k 30.70
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Vanguard Dividend Appreciation Index Fund Etf Shares Uit Exchange Traded (VIG) 0.2 $531k -6% 2.5k 214.98
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Call Biogen Inc $165 Exp 06/18/26 Option Equity Call Option (BIIB) 0.1 $505k 202.00 2500.00
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Schwab Emerging Markets Equity Etf Uit Exchange Traded (SCHE) 0.1 $491k +23% 15k 32.98
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Vanguard Small-cap Growth Index Fund Etf Shares Uit Exchange Traded (VBK) 0.1 $445k +13% 1.5k 302.10
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Ishares Russell Top 200 Growth Etf Uit Exchange Traded (IWY) 0.1 $432k 1.7k 248.99
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Altria Group Common Stock (MO) 0.1 $416k -12% 6.3k 66.01
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State Street Spdr Portfolio Long Term Corporate Bond Etf Uit Exchange Traded (SPLB) 0.1 $403k 18k 22.23
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Call Accenture Plc Irela$195 Exp 05/15/26 Option Equity Call Option (ACN) 0.1 $392k NEW 392.00 1000.00
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Xtrackers Msci Eafe Hedged Equity Etf Uit Exchange Traded (DBEF) 0.1 $383k +12% 7.8k 49.38
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Vaneck Semiconductor Etf Uit Exchange Traded (SMH) 0.1 $378k 985.00 383.76
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Broadcom Common Stock (AVGO) 0.1 $373k +7% 1.2k 309.54
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Visa Inc Class Class A Common Stock (V) 0.1 $369k +8% 1.2k 302.46
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Simplify Managed Futuresstrategy Etf Uit Exchange Traded (CTA) 0.1 $369k +65% 12k 30.25
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Imgp Dbi Managed Futuresstrategy Etf Uit Exchange Traded (DBMF) 0.1 $360k +16% 12k 30.13
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Cme Group Inc Class Class A Common Stock (CME) 0.1 $337k +8% 1.1k 295.10
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Call Usa Rare Earth Inc $10 Exp 01/15/27 Option Equity Call Option (USAR) 0.1 $335k 670.00 500.00
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Invesco Qqq Tr Uit Exchange Traded (QQQ) 0.1 $325k +72% 563.00 577.26
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Lam Resh Corp Common Stock (LRCX) 0.1 $317k 1.5k 213.90
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State Street Energy Select Sector Spdr Etf Uit Exchange Traded (XLE) 0.1 $313k -2% 5.1k 61.32
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Oneok Common Stock (OKE) 0.1 $302k +21% 3.3k 90.26
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Jpmorgan Chase & Co Common Stock (JPM) 0.1 $298k 1.0k 294.47
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Call Hershey Co $230 Exp 04/17/26 Option Equity Call Option (HSY) 0.1 $296k +46% 3.0k 100.00
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Palantir Technologies Inclass Class A Common Stock (PLTR) 0.1 $291k +9% 2.0k 146.53
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Robo Global Robotics Andautomation Index Etf Uit Exchange Traded (ROBO) 0.1 $287k +10% 4.2k 68.51
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Vanguard Total Stock Market Index Fund Etf Shares Uit Exchange Traded (VTI) 0.1 $281k +22% 875.00 321.14
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Call Smucker J M Co $100 Exp 05/15/26 Option Equity Call Option (SJM) 0.1 $281k 1.1k 250.00
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Invesco S&p 500 Equal Weight Consumer Staples Etf Uit Exchange Traded (RSPS) 0.1 $276k +41% 9.4k 29.48
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Berkley W R Corp Common Stock (WRB) 0.1 $276k +11% 4.2k 66.22
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Starbucks Corp Common Stock (SBUX) 0.1 $273k -47% 3.0k 89.63
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Cambria Emerging Shareholder Yield Etf Uit Exchange Traded (EYLD) 0.1 $262k +11% 6.3k 41.38
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Chevron Corp Common Stock (CVX) 0.1 $251k -57% 1.2k 207.27
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American Wtr Wks Common Stock (AWK) 0.1 $248k +14% 1.8k 136.26
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Abb Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ABBNY) 0.1 $242k NEW 3.0k 80.40
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Verisign Common Stock (VRSN) 0.1 $240k +13% 967.00 248.19
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Markel Group Common Stock (MKL) 0.1 $235k +12% 123.00 1910.57
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State Street Spdr Portfolio Developed World Ex-us Etf Uit Exchange Traded (SPDW) 0.1 $231k -4% 5.1k 45.59
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Danaher Corp Common Stock (DHR) 0.1 $228k +10% 1.2k 189.37
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Call Kratos Defense & Se$70 Exp 01/15/27 Option Equity Call Option (KTOS) 0.1 $214k 107.00 2000.00
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Schwab U.s. Broad Marketetf Uit Exchange Traded (SCHB) 0.1 $211k 8.4k 25.14
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Vanguard Ftse Developed Markets Index Fund Etf Shares Uit Exchange Traded (VEA) 0.1 $209k 3.3k 64.01
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Johnson & Johnson Common Stock (JNJ) 0.1 $207k -11% 845.00 244.97
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Firstcash Hldgs Common Stock (FCFS) 0.1 $205k +12% 1.1k 187.90
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Kenvue Common Stock (KVUE) 0.1 $201k +58% 12k 17.25
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Bank Of America Corp Common Stock (BAC) 0.1 $196k +10% 4.0k 48.67
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Schwab U.s. Large-cap Growth Etf Uit Exchange Traded (SCHG) 0.1 $194k 6.7k 29.07
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Exxon Mobil Corp Common Stock (XOM) 0.1 $194k +3% 1.1k 170.03
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Vanguard High Dividend Yield Index Fund Etf Shares Uit Exchange Traded (VYM) 0.1 $192k -4% 1.3k 147.92
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American Express Common Stock (AXP) 0.1 $183k -33% 604.00 302.98
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Nike Inc Class Class B Common Stock (NKE) 0.1 $178k 3.4k 52.87
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Clorox Common Stock (CLX) 0.1 $174k 1.7k 103.39
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Illinois Tool Wks Common Stock (ITW) 0.1 $173k -6% 666.00 259.76
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Shift4 Pmts Inc Class Class A Common Stock (FOUR) 0.1 $173k +6955% 4.0k 43.79
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Kimberly Clark Corp Common Stock (KMB) 0.0 $164k 1.7k 96.47
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Abbvie Common Stock (ABBV) 0.0 $162k -20% 747.00 216.87
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Invesco S&p 500 Equal Weight Etf Uit Exchange Traded (RSP) 0.0 $152k 794.00 191.44
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Conocophillips Common Stock (COP) 0.0 $140k +6% 1.1k 131.58
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Vertiv Hldgs Co Class Class A Common Stock (VRT) 0.0 $140k +3% 557.00 251.35
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Viper Energy Inc New Class Class A Common Stock (VNOM) 0.0 $139k +17% 3.0k 46.99
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Netflix Common Stock (NFLX) 0.0 $139k -10% 1.4k 96.26
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Grail Inc Equity Class Equity Common Stock (GRAL) 0.0 $137k 2.7k 51.50
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Cintas Corp Common Stock (CTAS) 0.0 $131k 775.00 169.03
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Blackstone Secd Lending Common Stock (BXSL) 0.0 $130k -61% 5.5k 23.62
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Vanguard Total International Stock Index Fund Etf Shares Uit Exchange Traded (VXUS) 0.0 $128k +18% 1.7k 77.15
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Jpmorgan Equity Premium Income Etf Uit Exchange Traded (JEPI) 0.0 $127k 2.2k 56.75
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Simplify Mbs Etf Uit Exchange Traded (MTBA) 0.0 $127k -7% 2.6k 49.65
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Sofi Technologies Common Stock (SOFI) 0.0 $127k -8% 8.0k 15.83
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Roundhill S&p 500 0dte Covered Call Strategy Etf Uit Exchange Traded (XDTE) 0.0 $122k -9% 3.3k 36.65
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Arista Networks Common Stock (ANET) 0.0 $121k +9% 987.00 122.59
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Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML) 0.0 $120k 91.00 1318.68
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Ford Mtr Co Del Common Stock (F) 0.0 $118k 10k 11.56
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Mcdonalds Corp Common Stock (MCD) 0.0 $117k -12% 376.00 311.17
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Jpmorgan Nasdaq Equity Premium Income Etf Uit Exchange Traded (JEPQ) 0.0 $116k 2.1k 55.56
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Qualcomm Common Stock (QCOM) 0.0 $113k 877.00 128.85
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Colgate Palmolive Common Stock (CL) 0.0 $109k 1.3k 85.16
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Applied Matls Common Stock (AMAT) 0.0 $108k -79% 317.00 340.69
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Travelers Cos Common Stock (TRV) 0.0 $108k 369.00 292.68
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Ishares Biotechnology Etf Uit Exchange Traded (IBB) 0.0 $107k -6% 634.00 168.77
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General Mills Common Stock (GIS) 0.0 $107k 2.9k 37.30
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Phillips Edison & Co Common Stock (PECO) 0.0 $105k 2.8k 37.34
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Call Zoetis Inc $130 Exp 04/17/26 Option Equity Call Option (ZTS) 0.0 $104k 3.1k 33.33
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Palo Alto Networks Common Stock (PANW) 0.0 $104k +16% 650.00 160.00
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State Street Financial Select Sector Spdr Etf Uit Exchange Traded (XLF) 0.0 $103k 2.1k 49.14
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Howmet Aerospace Common Stock (HWM) 0.0 $102k -8% 443.00 230.25
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State Street Consumer Staples Select Sector Spdr Etf Uit Exchange Traded (XLP) 0.0 $102k -80% 1.2k 82.26
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State Street Spdr Portfolio S&p 500 Value Etf Uit Exchange Traded (SPYV) 0.0 $101k 1.8k 56.36
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Salesforce Common Stock (CRM) 0.0 $99k -10% 531.00 186.44
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Vanguard Small-cap Indexfund Etf Shares Uit Exchange Traded (VB) 0.0 $96k 367.00 261.58
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Spdr Gold Shares Uit Exchange Traded (GLD) 0.0 $94k 219.00 429.22
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Cbre Group Inc Class Class A Common Stock (CBRE) 0.0 $93k 685.00 135.77
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Constellation Energy Cor Common Stock (CEG) 0.0 $92k -13% 330.00 278.79
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Draftkings Inc New Class A Common Stock (DKNG) 0.0 $90k -2% 4.2k 21.61
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Mohawk Inds Common Stock (MHK) 0.0 $89k 900.00 98.89
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Vanguard Ftse Emerging Markets Index Fund Etf Shares Uit Exchange Traded (VWO) 0.0 $89k +4% 1.7k 53.94
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Stryker Corp Common Stock (SYK) 0.0 $87k 264.00 329.55
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Invesco Senior Loan Etf Uit Exchange Traded (BKLN) 0.0 $85k -2% 4.2k 20.47
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Berkshire Hathaway Class B Common Stock (BRK.B) 0.0 $85k 178.00 477.53
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Vanguard Information Technology Index Fund Etf Shares Uit Exchange Traded (VGT) 0.0 $85k -3% 122.00 696.72
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Quest Diagnostics Common Stock (DGX) 0.0 $82k -16% 420.00 195.24
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Vaneck Retail Etf Uit Exchange Traded (RTH) 0.0 $80k 320.00 250.00
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Global X Autonomous & Electric Vehicles Etf Uit Exchange Traded (DRIV) 0.0 $80k -2% 2.6k 30.50
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Ishares Russell Mid-cap Value Etf Uit Exchange Traded (IWS) 0.0 $78k 535.00 145.79
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Lockheed Martin Corp Common Stock (LMT) 0.0 $77k 127.00 606.30
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State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD) 0.0 $77k 1.3k 59.60
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At&t Common Stock (T) 0.0 $76k 2.6k 29.01
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T-mobile Us Common Stock (TMUS) 0.0 $76k +16% 360.00 211.11
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Rtx Corp Common Stock (RTX) 0.0 $73k +4% 380.00 192.11
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Ishares Core S&p Mid-capetf Uit Exchange Traded (IJH) 0.0 $71k 1.1k 67.17
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Spotify Technology S A F Foreign Ordinaries (SPOT) 0.0 $71k NEW 147.00 482.99
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Martin Marietta Matls In Common Stock (MLM) 0.0 $71k 121.00 586.78
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Invesco S & P Midcap Momentum Etf Uit Exchange Traded (XMMO) 0.0 $69k 475.00 145.26
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Avantis Emerging Marketsequity Etf Uit Exchange Traded (AVEM) 0.0 $69k 860.00 80.23
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Ishares Global 100 Etf Uit Exchange Traded (IOO) 0.0 $68k 559.00 121.65
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Schwab 1000 Index Etf Uit Exchange Traded (SCHK) 0.0 $67k 2.2k 31.16
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Cboe Global Mkts Common Stock (CBOE) 0.0 $67k 238.00 281.51
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Ishares Russell Mid-cap Growth Etf Uit Exchange Traded (IWP) 0.0 $66k 514.00 128.40
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S&p Global Common Stock (SPGI) 0.0 $66k 155.00 425.81
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Gilead Sciences Common Stock (GILD) 0.0 $66k +15% 473.00 139.53
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Johnson Controls Int F Foreign Ordinaries (JCI) 0.0 $66k NEW 501.00 131.74
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Fabrinet F Foreign Ordinaries (FN) 0.0 $65k NEW 124.00 524.19
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Roku Inc Class A Common Stock (ROKU) 0.0 $65k +7% 683.00 95.17
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Neos S&p 500 High Incomeetf Uit Exchange Traded (SPYI) 0.0 $63k 1.3k 49.18
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Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord American Depository (BP) 0.0 $63k +1676% 1.3k 47.30
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Uber Technologies Common Stock (UBER) 0.0 $63k +33% 878.00 71.75
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Call Tesla Inc $340 Exp 05/15/26 Option Equity Call Option (TSLA) 0.0 $62k +17% 1.4k 45.00
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Vanguard Total Bond Market Index Fund Etf Shares Uit Exchange Traded (BND) 0.0 $61k NEW 834.00 73.14
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Ishares Core 1-5 Year Usd Bond Etf Uit Exchange Traded (ISTB) 0.0 $60k NEW 1.2k 48.08
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Proshares Ultrapro Qqq Uit Exchange Traded (TQQQ) 0.0 $59k NEW 1.4k 41.58
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Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $58k +15% 130.00 446.15
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Axsome Therapeutics Common Stock (AXSM) 0.0 $57k 337.00 169.14
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Royal Caribbean Grou F Foreign Ordinaries (RCL) 0.0 $57k NEW 206.00 276.70
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Vanguard Materials Indexfund Etf Shares Uit Exchange Traded (VAW) 0.0 $57k 254.00 224.41
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Occidental Pete Corp Common Stock (OXY) 0.0 $57k -79% 875.00 65.14
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Coterra Energy Common Stock (CTRA) 0.0 $56k 1.6k 35.09
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Simplify Volatility Premium Etf Uit Exchange Traded (SVOL) 0.0 $56k 3.6k 15.46
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Ishares Treasury Floating Rate Bond Etf Uit Exchange Traded (TFLO) 0.0 $55k NEW 1.1k 50.55
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Caterpillar Common Stock (CAT) 0.0 $55k 78.00 705.13
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Robinhood Mkts Inc Class Class A Common Stock (HOOD) 0.0 $54k +13% 779.00 69.32
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Vanguard Health Care Index Fund Etf Shares Uit Exchange Traded (VHT) 0.0 $54k 200.00 270.00
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Unitedhealth Group Common Stock (UNH) 0.0 $54k 199.00 271.36
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Intel Corp Common Stock (INTC) 0.0 $54k +2% 1.2k 44.52
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Southern Common Stock (SO) 0.0 $53k 551.00 96.19
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State Street Spdr Portfolio S&p 500 Growthetf Uit Exchange Traded (SPYG) 0.0 $52k 527.00 98.67
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Ishares Ultra Short Duration Bond Active Etf Uit Exchange Traded (ICSH) 0.0 $52k NEW 1.0k 51.03
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Cloudflare Inc Class Class A Common Stock (NET) 0.0 $52k 253.00 205.53
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Jpmorgan Ultra-short Income Etf Uit Exchange Traded (JPST) 0.0 $52k NEW 1.0k 50.44
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Dell Technologies Inc Class Class C Common Stock (DELL) 0.0 $50k -34% 302.00 165.56
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Tjx Cos Common Stock (TJX) 0.0 $49k -27% 307.00 159.61
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State Street Industrial Select Sector Spdr Etf Uit Exchange Traded (XLI) 0.0 $49k 300.00 163.33
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Cvs Health Corp Common Stock (CVS) 0.0 $48k -73% 667.00 71.96
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Citigroup Common Stock (C) 0.0 $48k -88% 423.00 113.48
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Avantis International Small Cap Value Etf Uit Exchange Traded (AVDV) 0.0 $48k 484.00 99.17
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Ishares Broad Usd Investment Grade Corporate Bond Etf Uit Exchange Traded (USIG) 0.0 $48k -5% 937.00 51.23
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Pultegroup Common Stock (PHM) 0.0 $47k +11% 399.00 117.79
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Micron Technology Common Stock (MU) 0.0 $45k 133.00 338.35
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Ishares U.s. Basic Materials Etf Uit Exchange Traded (IYM) 0.0 $45k 254.00 177.17
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Joby Aviation Inc Fclass A Foreign Ordinaries (JOBY) 0.0 $45k NEW 5.5k 8.26
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Adaptive Biotechnologies Common Stock (ADPT) 0.0 $44k 3.2k 13.84
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Wintrust Finl Corp Common Stock (WTFC) 0.0 $44k +13% 318.00 138.36
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United Rentals Common Stock (URI) 0.0 $44k -10% 60.00 733.33
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Ishares Future Ai & Techetf Uit Exchange Traded (ARTY) 0.0 $44k 953.00 46.17
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State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Uit Exchange Traded (SPIB) 0.0 $44k +294% 1.3k 33.46
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Vanguard Energy Index Fund Etf Shares Uit Exchange Traded (VDE) 0.0 $43k 250.00 172.00
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Ge Aerospace Common Stock (GE) 0.0 $43k +4966% 152.00 282.89
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Vanguard Mega Cap Value Index Fund Etf Shares Uit Exchange Traded (MGV) 0.0 $43k 300.00 143.33
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Ishares Msci Eafe Etf Uit Exchange Traded (EFA) 0.0 $43k -3% 444.00 96.85
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State Street Spdr S&p Metals & Mining Etf Uit Exchange Traded (XME) 0.0 $41k 378.00 108.47
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Intuitive Surgical Common Stock (ISRG) 0.0 $40k +22% 86.00 465.12
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Vanguard Mortgage-backedsecurities Index Fund Etf Shares Uit Exchange Traded (VMBS) 0.0 $40k +259% 860.00 46.51
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Victoryshares Us Small Mid Cap Value Momentum Etf Uit Exchange Traded (USVM) 0.0 $40k 424.00 94.34
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Past Filings by Strive Financial Group

SEC 13F filings are viewable for Strive Financial Group going back to 2026