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Account Symbol Strategy Start Expiry Shares In/Out Value Price Strike Edit?
Rollover - Angel DVN Call 2026-03-31 2026-04-17 100 -4963.03 5099.00 45.25 47.00 Edit
Roth - Greg NEM Call 2026-03-02 2026-12-31 100 -12113.03 10642.00 119.30 0.00 Edit
Symbol Name Growth Price Target Tier ESS HV360 IV30 Sector Style Notes Edit?
AA Alcoa Corporation 21.68 62.46 76.00 2 9.70 53.56 57.41 Basic Materials Cyclical --Option Data? Edit
ABNB Airbnb, Inc. 5.14 138.86 146.00 2 2.60 36.12 44.72 Consumer Cyclical Cyclical Edit
B Barrick Mining Corporation 39.21 43.82 61.00 1 5.90 40.84 45.86 Basic Materials Hybrid Edit
BAC Bank of America Corporation 11.53 53.35 59.50 1 8.50 25.98 23.29 Financial Services Cyclical Edit
BMY Bristol-Myers Squibb Company 10.19 58.08 64.00 2 9.00 27.84 27.43 Healthcare Defensive Edit
BP BP p.l.c. 0.71 46.17 46.50 2 8.20 29.23 31.85 Energy Defensive Edit
BX Blackstone Inc. 8.45 126.33 137.00 2 8.10 38.70 38.50 Financial Services Cyclical Edit
C Citigroup Inc. 2.25 129.58 132.50 2 7.30 31.91 31.62 Financial Services Hybrid Edit
CMCSA Comcast Corporation 15.49 28.14 32.50 2 8.80 30.76 25.98 Communication Services Defensive Edit
COP ConocoPhillips 17.86 118.79 140.00 1 9.40 33.25 33.25 Energy Defensive Edit
CSCO Cisco Systems, Inc. 8.95 82.61 90.00 1 7.80 26.08 35.70 Technology Hybrid Edit
CVS CVS Health Corporation 23.68 77.62 96.00 2 7.40 34.25 35.53 Healthcare Defensive Edit
DAL Delta Air Lines, Inc. 11.58 71.70 80.00 2 5.60 46.85 42.18 Industrials Cyclical Edit
DELL Dell Technologies Inc. -8.14 184.51 169.50 2 9.70 53.26 49.65 Technology Hybrid --Option Data? Edit
DIS The Walt Disney Company 26.72 102.59 130.00 1 2.40 28.34 36.34 Communication Services Cyclical Edit
DVN Devon Energy Corporation 31.49 45.25 59.50 1 9.80 39.39 40.97 Energy Defensive Edit
EQT EQT Corporation 23.44 56.71 70.00 1 5.60 36.65 33.18 Energy Defensive Edit
FCX Freeport-McMoRan Inc. 2.53 68.27 70.00 3 6.90 49.37 45.34 Basic Materials Cyclical Edit
GM General Motors Company 21.44 79.46 96.50 1 6.10 36.27 33.64 Consumer Cyclical Cyclical Edit
HAL Halliburton Company 1.31 37.51 38.00 2 7.90 40.61 35.86 Energy Defensive Edit
HPE Hewlett Packard Enterprise Company 6.25 24.47 26.00 2 7.80 45.26 48.19 Technology Cyclical Edit
HPQ HP Inc. 2.69 18.99 19.50 3 6.90 38.22 52.03 Technology Hybrid Edit
KHC The Kraft Heinz Company 4.03 22.11 23.00 2 2.60 25.29 29.14 Consumer Defensive Defensive Edit
KMI Kinder Morgan, Inc. 10.58 31.65 35.00 1 7.40 24.28 23.22 Energy Defensive Edit
KO The Coca-Cola Company 11.99 75.90 85.00 1 3.80 17.48 16.65 Consumer Defensive Defensive Edit
LUV Southwest Airlines Co. 9.06 41.26 45.00 2 1.10 44.43 48.89 Industrials Hybrid Edit
MO Altria Group, Inc. 1.34 65.62 66.50 2 5.70 21.58 19.95 Consumer Defensive Defensive Edit
MRK Merck & Co., Inc. 10.87 119.96 133.00 1 6.90 28.61 28.91 Healthcare Defensive Edit
MRVL Marvell Technology, Inc. -10.33 133.83 120.00 1 6.00 69.39 74.40 Technology Cyclical --Option Data? Edit
NEE NextEra Energy, Inc. 5.68 91.31 96.50 1 3.40 26.41 23.84 Utilities Defensive Edit
NEM Newmont Corporation 17.35 119.30 140.00 2 5.70 43.84 45.08 Basic Materials Defensive Edit
NKE NIKE, Inc. 28.96 44.20 57.00 3 2.30 40.57 33.15 Consumer Cyclical Cyclical Edit
NVO Novo Nordisk A/S 16.02 39.32 45.62 2 9.00 54.20 47.27 Healthcare Defensive Edit
ORCL Oracle Corporation 39.88 163.00 228.00 2 3.30 55.10 54.43 Technology Cyclical --Option Data? Edit
OXY Occidental Petroleum Corporation 15.57 55.38 64.00 2 8.30 36.64 43.01 Energy Defensive Edit
PCG PG&E Corporation 30.98 17.56 23.00 2 7.80 29.65 27.12 Utilities Defensive Edit
PFE Pfizer Inc. 1.44 27.11 27.50 3 7.60 25.34 24.05 Healthcare Defensive Edit
PLTR Palantir Technologies Inc. 45.91 135.70 198.00 2 1.00 63.12 60.21 Technology Cyclical Edit
PYPL PayPal Holdings, Inc. -2.02 47.97 47.00 3 8.50 41.25 48.84 Financial Services Cyclical Edit
QCOM QUALCOMM Incorporated 12.92 132.84 150.00 2 9.40 35.94 51.66 Technology Cyclical --Option Data? Edit
SBUX Starbucks Corporation 1.55 98.47 100.00 2 5.40 33.23 26.24 Consumer Cyclical Hybrid Edit
SCHW The Charles Schwab Corporation 20.45 98.38 118.50 1 6.20 26.02 26.98 Financial Services Hybrid Edit
SLB SLB N.V. 8.76 51.49 56.00 3 7.70 36.36 35.72 Energy Defensive Edit
T AT&T Inc. 21.00 25.62 31.00 1 5.50 23.44 22.06 Communication Services Defensive Edit
TGT Target Corporation 4.58 119.53 125.00 2 5.50 38.92 41.45 Consumer Defensive Hybrid Edit
UBER Uber Technologies, Inc. 44.01 72.91 105.00 1 3.20 37.17 46.20 Technology Cyclical Edit
UPS United Parcel Service, Inc. 11.41 103.22 115.00 3 6.00 31.55 25.45 Industrials Hybrid Edit
VZ Verizon Communications Inc. 8.84 45.48 49.50 2 4.90 23.15 20.76 Communication Services Defensive Edit
WFC Wells Fargo & Company 19.95 81.70 98.00 1 1.10 28.90 26.40 Financial Services Hybrid Edit
WMT Walmart Inc. 10.36 125.05 138.00 1 5.30 24.76 30.52 Consumer Defensive Defensive Edit