The Analysis of Advisor OS, LLC's Holdings

Currently, Advisor OS, LLC holds 466 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BASG (+1.3M shares, valued at $34.9M), MINT (+150.0K shares, valued at $15.1M), JAAA (+203.1K shares, valued at $10.3M); decreased their positions in SPSM (-61.7K shares, valued at $2.9M), RSP (-14.2K shares, valued at $2.7M), SPY (-2.7K shares, valued at $1.8M); initiated new positions in BASG (+1.3M shares, valued at $34.9M), RSPA (+37.4K shares, valued at $1.9M), EFAA (+30.8K shares, valued at $1.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS165.3K shares2.38%2025-09-302025-11-12

MINT PIMCO ETF TR813.7K shares22.60%2025-09-302025-11-12

VIG VANGUARD SPECIALIZED FUNDS290.9K shares4.20%2025-09-302025-11-12

JAAA JANUS DETROIT STR TR1.2M shares21.19%2025-09-302025-11-12

AAPL APPLE INC168.1K shares5.29%2025-09-302025-11-12

CLIP GLOBAL X FDS409.9K shares18.72%2025-09-302025-11-12

IWD ISHARES TR180.5K shares-0.66%2025-09-302025-11-12

BASG ADVISORS INNER CIRCLE FD III1.3M sharesnew addition2025-09-302025-11-12

Sponsored

NOC NORTHROP GRUMMAN CORP48.6K shares3.42%2025-09-302025-11-12

NVDA NVIDIA CORPORATION145.3K shares4.53%2025-09-302025-11-12

VEA VANGUARD TAX-MANAGED FDS401.4K shares10.84%2025-09-302025-11-12

MSFT MICROSOFT CORP42.1K shares6.84%2025-09-302025-11-12

SPYM SPDR SERIES TRUST246.7K shares46.99%2025-09-302025-11-12

IWF ISHARES TR40.0K shares8.85%2025-09-302025-11-12

VTI VANGUARD INDEX FDS56.1K shares1.51%2025-09-302025-11-12

RSP INVESCO EXCHANGE TRADED FD T90.2K shares-13.63%2025-09-302025-11-12

Sponsored

AMZN AMAZON COM INC50.4K shares10.14%2025-09-302025-11-12

SPY SPDR S&P 500 ETF TR15.6K shares-14.77%2025-09-302025-11-12

FTHI FIRST TR EXCHANGE TRADED FD405.1K shares13.01%2025-09-302025-11-12

TCHP T ROWE PRICE ETF INC192.4K shares5.75%2025-09-302025-11-12

JNJ JOHNSON & JOHNSON48.6K shares138.39%2025-09-302025-11-12

VXF VANGUARD INDEX FDS41.8K shares169.77%2025-09-302025-11-12

GOOGL ALPHABET INC33.2K shares1.96%2025-09-302025-11-12

AVUV AMERICAN CENTY ETF TR81.0K shares-6.07%2025-09-302025-11-12

Sponsored

ICSH ISHARES TR158.4K shares9.50%2025-09-302025-11-12

ISPY PROSHARES TR159.4K shares-5.32%2025-09-302025-11-12

HDV ISHARES TR57.1K shares7.50%2025-09-302025-11-12

META META PLATFORMS INC9.0K shares7.57%2025-09-302025-11-12

JPM JPMORGAN CHASE & CO.20.5K shares1.21%2025-09-302025-11-12

SPMD SPDR SERIES TRUST112.3K shares12.32%2025-09-302025-11-12

SPSM SPDR SERIES TRUST118.1K shares-34.32%2025-09-302025-11-12

GPIQ GOLDMAN SACHS ETF TR104.1K shares12.97%2025-09-302025-11-12

Sponsored

SCHZ SCHWAB STRATEGIC TR218.6K shares-0.07%2025-09-302025-11-12

ACWI ISHARES TR35.0K shares16.61%2025-09-302025-11-12

SPYG SPDR SERIES TRUST46.0K shares-2.90%2025-09-302025-11-12

LLY ELI LILLY & CO6.1K shares11.57%2025-09-302025-11-12

VEU VANGUARD INTL EQUITY INDEX F61.9K shares-15.18%2025-09-302025-11-12

VYM VANGUARD WHITEHALL FDS31.3K shares1.63%2025-09-302025-11-12

AVGO BROADCOM INC12.5K shares-0.20%2025-09-302025-11-12

ABBV ABBVIE INC17.7K shares5.18%2025-09-302025-11-12

Sponsored

SPTM SPDR SERIES TRUST50.0K shares7.71%2025-09-302025-11-12

TSLA TESLA INC8.9K shares2.10%2025-09-302025-11-12

GOOG ALPHABET INC16.3K shares0.93%2025-09-302025-11-12

AGG ISHARES TR38.9K shares-14.96%2025-09-302025-11-12

VB VANGUARD INDEX FDS15.3K shares0.74%2025-09-302025-11-12

PG PROCTER AND GAMBLE CO24.1K shares-1.00%2025-09-302025-11-12

BRK.B BERKSHIRE HATHAWAY INC DEL7.3K shares4.77%2025-09-302025-11-12

WMT WALMART INC35.6K shares11.16%2025-09-302025-11-12

Sponsored

VUG VANGUARD INDEX FDS7.6K shares0.24%2025-09-302025-11-12

SPDW SPDR INDEX SHS FDS81.6K shares-1.80%2025-09-302025-11-12

FBND FIDELITY MERRIMACK STR TR72.5K shares39.06%2025-09-302025-11-12

V VISA INC9.8K shares-6.38%2025-09-302025-11-12

SPYD SPDR SERIES TRUST75.5K shares-1.91%2025-09-302025-11-12

MCD MCDONALDS CORP10.5K shares-2.28%2025-09-302025-11-12

XLK SELECT SECTOR SPDR TR10.6K shares211.92%2025-09-302025-11-12

MRK MERCK & CO INC35.4K shares0.40%2025-09-302025-11-12

Sponsored

COST COSTCO WHSL CORP NEW3.2K shares0.82%2025-09-302025-11-12

IVV ISHARES TR4.4K shares2.57%2025-09-302025-11-12

RDDT REDDIT INC12.1K shares1.58%2025-09-302025-11-12

GBDC GOLUB CAP BDC INC203.2K shares2.63%2025-09-302025-11-12

EAGL 2023 ETF SERIES TRUST86.0K shares-1.12%2025-09-302025-11-12

IBM INTERNATIONAL BUSINESS MACHS9.4K shares6.54%2025-09-302025-11-12

KO COCA COLA CO39.3K shares3.21%2025-09-302025-11-12

EFA ISHARES TR27.5K shares3.85%2025-09-302025-11-12

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD9.0K shares7.57%2025-09-302025-11-12

XLI SELECT SECTOR SPDR TR16.3K shares18.89%2025-09-302025-11-12

CAT CATERPILLAR INC5.3K shares23.33%2025-09-302025-11-12

XOM EXXON MOBIL CORP22.0K shares28.05%2025-09-302025-11-12

RTX RTX CORPORATION14.3K shares1.87%2025-09-302025-11-12

GE GE AEROSPACE7.8K shares17.13%2025-09-302025-11-12

T AT&T INC83.0K shares9.00%2025-09-302025-11-12

MA MASTERCARD INCORPORATED4.0K shares5.73%2025-09-302025-11-12

Sponsored

XLC SELECT SECTOR SPDR TR19.3K shares24.67%2025-09-302025-11-12

BAC BANK AMERICA CORP43.9K shares9.98%2025-09-302025-11-12

XLF SELECT SECTOR SPDR TR41.4K shares4.35%2025-09-302025-11-12

HD HOME DEPOT INC5.4K shares2.79%2025-09-302025-11-12

SLYG SPDR SERIES TRUST23.0K shares-2.97%2025-09-302025-11-12

UNH UNITEDHEALTH GROUP INC6.2K shares7.57%2025-09-302025-11-12

IWM ISHARES TR8.8K shares-4.57%2025-09-302025-11-12

QQQ INVESCO QQQ TR3.5K shares-38.03%2025-09-302025-11-12

Sponsored

DUK DUKE ENERGY CORP NEW16.4K shares2.55%2025-09-302025-11-12

DFAC DIMENSIONAL ETF TRUST52.2K shares10.26%2025-09-302025-11-12

CLOI VANECK ETF TRUST37.9K shares-2.29%2025-09-302025-11-12

CB CHUBB LIMITED7.1K shares117.09%2025-09-302025-11-12

SPOT SPOTIFY TECHNOLOGY S A2.8K shares31.11%2025-09-302025-11-12

AXP AMERICAN EXPRESS CO5.8K shares-8.44%2025-09-302025-11-12

RSPA INVESCO ACTIVELY MANAGED EXC37.4K sharesnew addition2025-09-302025-11-12

TFI SPDR SERIES TRUST41.3K shares70.61%2025-09-302025-11-12

Sponsored

WMB WILLIAMS COS INC29.6K shares27.15%2025-09-302025-11-12

CSCO CISCO SYS INC27.0K shares0.12%2025-09-302025-11-12

FTLS FIRST TR EXCH TRADED FD III26.1K shares46.92%2025-09-302025-11-12

NFLX NETFLIX INC1.5K shares10.60%2025-09-302025-11-12

FLEX FLEX LTD30.3K shares30.83%2025-09-302025-11-12

SCHA SCHWAB STRATEGIC TR62.4K shares-6.30%2025-09-302025-11-12

SO SOUTHERN CO18.1K shares1.54%2025-09-302025-11-12

MCK MCKESSON CORP2.2K shares221.44%2025-09-302025-11-12

Sponsored

QCOM QUALCOMM INC10.1K shares9.48%2025-09-302025-11-12

CASY CASEYS GEN STORES INC2.9K shares38.24%2025-09-302025-11-12

VO VANGUARD INDEX FDS5.6K shares1.46%2025-09-302025-11-12

EFAA INVESCO ACTIVELY MANAGED EXC30.8K sharesnew addition2025-09-302025-11-12

INTU INTUIT2.2K shares-1.63%2025-09-302025-11-12

AMGN AMGEN INC5.2K shares-1.87%2025-09-302025-11-12

ASML ASML HOLDING N V1.5K shares58.46%2025-09-302025-11-12

DELL DELL TECHNOLOGIES INC10.1K shares15.11%2025-09-302025-11-12

Sponsored

MDT MEDTRONIC PLC14.9K shares-3.90%2025-09-302025-11-12

MGC VANGUARD WORLD FD5.8K shares2.92%2025-09-302025-11-12

FLTR VANECK ETF TRUST55.0K shares-0.15%2025-09-302025-11-12

ABT ABBOTT LABS10.4K shares-1.20%2025-09-302025-11-12

IJR ISHARES TR11.7K shares-0.12%2025-09-302025-11-12

CATH GLOBAL X FDS16.9K shares-4.42%2025-09-302025-11-12

ORCL ORACLE CORP4.7K shares1.52%2025-09-302025-11-12

BOND PIMCO ETF TR14.2K shares13.84%2025-09-302025-11-12

Sponsored

VNT VONTIER CORPORATION31.5K sharesnew addition2025-09-302025-11-12

GLD SPDR GOLD TR3.7K shares-1.38%2025-09-302025-11-12

SPYV SPDR SERIES TRUST23.8K shares12.00%2025-09-302025-11-12

WM WASTE MGMT INC DEL5.9K shares6.17%2025-09-302025-11-12

KR KROGER CO19.2K shares13.59%2025-09-302025-11-12

PLTR PALANTIR TECHNOLOGIES INC7.1K shares19.99%2025-09-302025-11-12

PEP PEPSICO INC9.2K shares2.15%2025-09-302025-11-12

AJG GALLAGHER ARTHUR J & CO4.1K shares5.75%2025-09-302025-11-12

Sponsored

CARR CARRIER GLOBAL CORPORATION21.3K shares2.27%2025-09-302025-11-12

NOW SERVICENOW INC1.4K shares-5.93%2025-09-302025-11-12

PWR QUANTA SVCS INC3.0K shares13.59%2025-09-302025-11-12

VRSK VERISK ANALYTICS INC5.0K shares17.08%2025-09-302025-11-12

MANH MANHATTAN ASSOCIATES INC6.1K shares25.69%2025-09-302025-11-12

PM PHILIP MORRIS INTL INC7.5K shares1.88%2025-09-302025-11-12

SYY SYSCO CORP14.8K shares5.89%2025-09-302025-11-12

JPIE J P MORGAN EXCHANGE TRADED F26.3K shares-8.78%2025-09-302025-11-12

Sponsored

MDLZ MONDELEZ INTL INC19.4K shares10.89%2025-09-302025-11-12

IGSB ISHARES TR22.8K shares-0.69%2025-09-302025-11-12

CVX CHEVRON CORP NEW7.8K shares22.97%2025-09-302025-11-12

DHR DANAHER CORPORATION6.0K shares11.89%2025-09-302025-11-12

UBER UBER TECHNOLOGIES INC12.1K shares-7.78%2025-09-302025-11-12

MRVL MARVELL TECHNOLOGY INC14.0K shares-16.73%2025-09-302025-11-12

K KELLANOVA14.4K shares-0.15%2025-09-302025-11-12

APH AMPHENOL CORP NEW9.5K shares12.26%2025-09-302025-11-12

Sponsored

DIS DISNEY WALT CO10.1K shares14.35%2025-09-302025-11-12

CAH CARDINAL HEALTH INC7.3K shares17.21%2025-09-302025-11-12

LNT ALLIANT ENERGY CORP16.6K shares1.38%2025-09-302025-11-12

KKR KKR & CO INC8.6K shares-16.65%2025-09-302025-11-12

KMI KINDER MORGAN INC DEL38.1K shares2.40%2025-09-302025-11-12

PGR PROGRESSIVE CORP4.4K shares-12.97%2025-09-302025-11-12

MSI MOTOROLA SOLUTIONS INC2.3K sharesnew addition2025-09-302025-11-12

CPSD CALAMOS ETF TR41.5K shares0.00%2025-09-302025-11-12

Sponsored

CRWD CROWDSTRIKE HLDGS INC2.1K shares8.59%2025-09-302025-11-12

LW LAMB WESTON HLDGS INC18.1K shares3.21%2025-09-302025-11-12

CPSN CALAMOS ETF TR39.4K shares0.00%2025-09-302025-11-12

CMCSA COMCAST CORP NEW33.3K shares-10.61%2025-09-302025-11-12

VTV VANGUARD INDEX FDS5.6K shares0.31%2025-09-302025-11-12

CMI CUMMINS INC2.4K shares-19.14%2025-09-302025-11-12

MPWR MONOLITHIC PWR SYS INC1.1K shares-7.48%2025-09-302025-11-12

OKE ONEOK INC NEW14.0K shares-0.66%2025-09-302025-11-12

Sponsored

RSG REPUBLIC SVCS INC4.5K shares6.98%2025-09-302025-11-12

FPE FIRST TR EXCH TRADED FD III55.8K shares-0.69%2025-09-302025-11-12

RTO RENTOKIL INITIAL PLC40.2K sharesnew addition2025-09-302025-11-12

SCHW SCHWAB CHARLES CORP10.4K shares4.42%2025-09-302025-11-12

CDNS CADENCE DESIGN SYSTEM INC2.8K shares-2.54%2025-09-302025-11-12

CGUS CAPITAL GROUP CORE EQUITY ET24.6K shares7.95%2025-09-302025-11-12

SPEM SPDR INDEX SHS FDS20.8K shares-14.82%2025-09-302025-11-12

BLK BLACKROCK INC823 shares-3.52%2025-09-302025-11-12

Sponsored

TXN TEXAS INSTRS INC5.1K shares-7.74%2025-09-302025-11-12

KLAC KLA CORP867 shares-16.79%2025-09-302025-11-12

EPD ENTERPRISE PRODS PARTNERS L29.8K shares-0.55%2025-09-302025-11-12

PFE PFIZER INC36.5K shares-47.60%2025-09-302025-11-12

MDYV SPDR SERIES TRUST11.1K shares-6.67%2025-09-302025-11-12

SHYG ISHARES TR21.4K shares10.22%2025-09-302025-11-12

KMB KIMBERLY-CLARK CORP7.4K shares-3.31%2025-09-302025-11-12

DE DEERE & CO2.0K shares42.02%2025-09-302025-11-12

Sponsored

CTAS CINTAS CORP4.4K shares2.64%2025-09-302025-11-12

MO ALTRIA GROUP INC13.3K shares21.10%2025-09-302025-11-12

PANW PALO ALTO NETWORKS INC4.3K shares13.57%2025-09-302025-11-12

SRE SEMPRA9.7K shares1.23%2025-09-302025-11-12

GEV GE VERNOVA INC1.4K shares32.61%2025-09-302025-11-12

IBKR INTERACTIVE BROKERS GROUP IN12.6K shares-15.57%2025-09-302025-11-12

WAB WABTEC4.3K shares-3.76%2025-09-302025-11-12

DDOG DATADOG INC6.0K shares-5.90%2025-09-302025-11-12

Sponsored

ET ENERGY TRANSFER L P49.8K shares7.18%2025-09-302025-11-12

AVDE AMERICAN CENTY ETF TR10.7K shares-26.48%2025-09-302025-11-12

NTAP NETAPP INC7.1K shares-3.99%2025-09-302025-11-12

FLTB FIDELITY MERRIMACK STR TR16.5K shares11.39%2025-09-302025-11-12

COR CENCORA INC2.7K shares-4.97%2025-09-302025-11-12

EFX EQUIFAX INC3.2K shares128.11%2025-09-302025-11-12

RBA RB GLOBAL INC7.5K shares5.72%2025-09-302025-11-12

ALL ALLSTATE CORP3.7K shares41.44%2025-09-302025-11-12

Sponsored

ISRG INTUITIVE SURGICAL INC1.8K shares14.50%2025-09-302025-11-12

CMG CHIPOTLE MEXICAN GRILL INC20.4K shares12.85%2025-09-302025-11-12

AEP AMERICAN ELEC PWR CO INC7.1K shares-5.51%2025-09-302025-11-12

GEN GEN DIGITAL INC27.8K shares-5.17%2025-09-302025-11-12

ANET ARISTA NETWORKS INC5.4K shares10.23%2025-09-302025-11-12

VZ VERIZON COMMUNICATIONS INC17.3K shares7.64%2025-09-302025-11-12

AMAT APPLIED MATLS INC3.7K shares160.58%2025-09-302025-11-12

ARES ARES MANAGEMENT CORPORATION4.7K shares-9.08%2025-09-302025-11-12

Sponsored

SMH VANECK ETF TRUST2.3K shares3.93%2025-09-302025-11-12

TJX TJX COS INC NEW5.1K shares20.02%2025-09-302025-11-12

PPG PPG INDS INC7.0K shares0.20%2025-09-302025-11-12

OMC OMNICOM GROUP INC9.0K shares-10.53%2025-09-302025-11-12

CGBL CAPITAL GROUP CORE BALANCED20.9K shares7.25%2025-09-302025-11-12

GWX SPDR INDEX SHS FDS18.0K shares0.08%2025-09-302025-11-12

ECL ECOLAB INC2.6K shares-4.28%2025-09-302025-11-12

MDYG SPDR SERIES TRUST7.8K shares-12.71%2025-09-302025-11-12

Sponsored

UNP UNION PAC CORP3.0K shares3.09%2025-09-302025-11-12

EBAY EBAY INC.7.8K shares-34.43%2025-09-302025-11-12

SHV ISHARES TR6.4K shares0.85%2025-09-302025-11-12

DOX AMDOCS LTD8.6K shares-54.50%2025-09-302025-11-12

MSTR STRATEGY INC2.2K shares1.08%2025-09-302025-11-12

WFC WELLS FARGO CO NEW8.2K shares16.26%2025-09-302025-11-12

SCHB SCHWAB STRATEGIC TR26.6K shares37.84%2025-09-302025-11-12

COF CAPITAL ONE FINL CORP3.2K shares63.17%2025-09-302025-11-12

Sponsored

AMPH AMPHASTAR PHARMACEUTICALS IN25.4K shares0.00%2025-09-302025-11-12

SHOP SHOPIFY INC4.5K shares7.62%2025-09-302025-11-12

PVAL PUTNAM ETF TRUST15.7K sharesnew addition2025-09-302025-11-12

ETN EATON CORP PLC1.8K shares45.12%2025-09-302025-11-12

IWR ISHARES TR6.9K shares1.75%2025-09-302025-11-12

AMP AMERIPRISE FINL INC1.3K shares-3.00%2025-09-302025-11-12

WST WEST PHARMACEUTICAL SVSC INC2.5K shares-12.24%2025-09-302025-11-12

VLTO VERALTO CORP6.0K shares-4.22%2025-09-302025-11-12

Sponsored

RIV RIVERNORTH OPPORTUNITIES FD53.5K shares-0.36%2025-09-302025-11-12

VCSH VANGUARD SCOTTSDALE FDS7.9K shares-6.62%2025-09-302025-11-12

BA BOEING CO2.9K shares10.34%2025-09-302025-11-12

ADP AUTOMATIC DATA PROCESSING IN2.1K shares-0.09%2025-09-302025-11-12

VOTE TCW ETF TRUST8.0K shares-5.36%2025-09-302025-11-12

PSX PHILLIPS 664.6K shares-3.47%2025-09-302025-11-12

MS MORGAN STANLEY3.9K shares2.77%2025-09-302025-11-12

KNSL KINSALE CAP GROUP INC1.4K shares20.00%2025-09-302025-11-12

Sponsored

NVO NOVO-NORDISK A S10.9K shares20.95%2025-09-302025-11-12

GVI ISHARES TR5.6K shares5.63%2025-09-302025-11-12

MPC MARATHON PETE CORP3.1K shares5.06%2025-09-302025-11-12

NFJ VIRTUS DIVIDEND INTEREST & P46.0K shares0.90%2025-09-302025-11-12

LMT LOCKHEED MARTIN CORP1.2K shares-64.18%2025-09-302025-11-12

BX BLACKSTONE INC3.5K shares-3.45%2025-09-302025-11-12

ABNB AIRBNB INC4.8K shares-8.66%2025-09-302025-11-12

RPG INVESCO EXCHANGE TRADED FD T12.2K shares0.09%2025-09-302025-11-12

Sponsored

GILD GILEAD SCIENCES INC5.2K shares-6.58%2025-09-302025-11-12

HCA HCA HEALTHCARE INC1.4K shares9.00%2025-09-302025-11-12

SCHD SCHWAB STRATEGIC TR21.0K shares4.25%2025-09-302025-11-12

ELV ELEVANCE HEALTH INC FORMERLY1.8K shares6.11%2025-09-302025-11-12

ITWO PROSHARES TR14.5K shares29.46%2025-09-302025-11-12

ACN ACCENTURE PLC IRELAND2.3K shares-4.66%2025-09-302025-11-12

VRT VERTIV HOLDINGS CO3.8K shares65.50%2025-09-302025-11-12

ALC ALCON AG7.6K shares43.27%2025-09-302025-11-12

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD33.4K shares19.09%2025-09-302025-11-12

ADM ARCHER DANIELS MIDLAND CO9.4K shares-0.69%2025-09-302025-11-12

PH PARKER-HANNIFIN CORP737 shares-19.63%2025-09-302025-11-12

AMD ADVANCED MICRO DEVICES INC3.4K shares17.07%2025-09-302025-11-12

CEG CONSTELLATION ENERGY CORP1.7K shares58.06%2025-09-302025-11-12

CRM SALESFORCE INC2.3K shares-13.54%2025-09-302025-11-12

JPIB J P MORGAN EXCHANGE TRADED F11.2K shares-2.08%2025-09-302025-11-12

IEFA ISHARES TR6.2K shares-1.07%2025-09-302025-11-12

Sponsored

ADBE ADOBE INC1.5K shares26.75%2025-09-302025-11-12

IEF ISHARES TR5.6K shares6.74%2025-09-302025-11-12

TMUS T-MOBILE US INC2.3K shares-13.71%2025-09-302025-11-12

LRCX LAM RESEARCH CORP4.0K shares34.71%2025-09-302025-11-12

DECK DECKERS OUTDOOR CORP5.3K shares48.73%2025-09-302025-11-12

VRE VERIS RESIDENTIAL INC35.0K shares4.68%2025-09-302025-11-12

CEFS EXCHANGE LISTED FDS TR23.3K shares12.30%2025-09-302025-11-12

SNOW SNOWFLAKE INC2.3K sharesnew addition2025-09-302025-11-12

Sponsored

WSM WILLIAMS SONOMA INC2.7K shares7.25%2025-09-302025-11-12

CRBG COREBRIDGE FINL INC16.2K sharesnew addition2025-09-302025-11-12

ITOT ISHARES TR3.5K shares17.43%2025-09-302025-11-12

GS GOLDMAN SACHS GROUP INC640 shares27.49%2025-09-302025-11-12

NSC NORFOLK SOUTHN CORP1.7K shares5.37%2025-09-302025-11-12

DKS DICKS SPORTING GOODS INC2.3K shares1.57%2025-09-302025-11-12

IPG INTERPUBLIC GROUP COS INC17.9K shares-3.38%2025-09-302025-11-12

SCHF SCHWAB STRATEGIC TR21.4K shares-7.65%2025-09-302025-11-12

Sponsored

HUBB HUBBELL INC1.2K shares0.26%2025-09-302025-11-12

FNDX SCHWAB STRATEGIC TR18.9K shares-5.89%2025-09-302025-11-12

CPB THE CAMPBELLS COMPANY15.6K shares-1.26%2025-09-302025-11-12

SCHG SCHWAB STRATEGIC TR15.4K shares-25.36%2025-09-302025-11-12

BKNG BOOKING HOLDINGS INC91 shares9.64%2025-09-302025-11-12

C CITIGROUP INC4.8K shares13.11%2025-09-302025-11-12

BRO BROWN & BROWN INC5.2K shares0.00%2025-09-302025-11-12

IRT INDEPENDENCE RLTY TR INC29.9K shares-1.00%2025-09-302025-11-12

Sponsored

WRB BERKLEY W R CORP6.3K shares-17.29%2025-09-302025-11-12

AZO AUTOZONE INC113 shares-4.24%2025-09-302025-11-12

LPLA LPL FINL HLDGS INC1.4K shares-15.15%2025-09-302025-11-12

FTSM FIRST TR EXCHANGE-TRADED FD7.9K shares-78.12%2025-09-302025-11-12

LIN LINDE PLC995 shares-13.02%2025-09-302025-11-12

ASA ASA GOLD AND PRECIOUS MTLS L10.3K sharesnew addition2025-09-302025-11-12

DT DYNATRACE INC9.6K shares-18.58%2025-09-302025-11-12

COP CONOCOPHILLIPS4.8K shares1.29%2025-09-302025-11-12

Sponsored

SEIC SEI INVTS CO5.4K shares-15.28%2025-09-302025-11-12

FIX COMFORT SYS USA INC549 shares-10.59%2025-09-302025-11-12

EEM ISHARES TR8.5K shares3.88%2025-09-302025-11-12

APG API GROUP CORP13.2K shares188.97%2025-09-302025-11-12

ADI ANALOG DEVICES INC1.8K shares32.49%2025-09-302025-11-12

TTD THE TRADE DESK INC8.9K shares15.89%2025-09-302025-11-12

JEPQ J P MORGAN EXCHANGE TRADED F7.6K sharesnew addition2025-09-302025-11-12

CBRE CBRE GROUP INC2.8K shares60.72%2025-09-302025-11-12

Sponsored

TMO THERMO FISHER SCIENTIFIC INC875 shares13.64%2025-09-302025-11-12

CSL CARLISLE COS INC1.3K shares31.96%2025-09-302025-11-12

FDVV FIDELITY COVINGTON TRUST7.5K shares0.00%2025-09-302025-11-12

WSO WATSCO INC1.0K shares0.29%2025-09-302025-11-12

HGER HARBOR ETF TRUST16.0K shares53.56%2025-09-302025-11-12

IAU ISHARES GOLD TR5.6K shares34.57%2025-09-302025-11-12

MU MICRON TECHNOLOGY INC2.4K shares10.73%2025-09-302025-11-12

HOG HARLEY DAVIDSON INC14.5K shares-2.55%2025-09-302025-11-12

Sponsored

XPO XPO INC3.1K sharesnew addition2025-09-302025-11-12

SPIB SPDR SERIES TRUST11.9K shares-27.15%2025-09-302025-11-12

IJH ISHARES TR6.1K shares12.72%2025-09-302025-11-12

WELL WELLTOWER INC2.2K sharesnew addition2025-09-302025-11-12

CSX CSX CORP11.2K shares0.09%2025-09-302025-11-12

CRPT FIRST TR EXCHNG TRADED FD VI17.9K shares0.00%2025-09-302025-11-12

LHX L3HARRIS TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-12

TRV TRAVELERS COMPANIES INC1.4K shares-5.44%2025-09-302025-11-12

Sponsored

ROL ROLLINS INC6.7K shares-16.44%2025-09-302025-11-12

AME AMETEK INC2.1K sharesnew addition2025-09-302025-11-12

ES EVERSOURCE ENERGY5.5K shares0.20%2025-09-302025-11-12

BSY BENTLEY SYS INC7.6K shares-20.42%2025-09-302025-11-12

RSPT INVESCO EXCHANGE TRADED FD T8.7K shares-0.56%2025-09-302025-11-12

MPLX MPLX LP7.7K shares0.00%2025-09-302025-11-12

INTC INTEL CORP11.5K shares3.22%2025-09-302025-11-12

MAS MASCO CORP5.5K shares-4.60%2025-09-302025-11-12

Sponsored

EOG EOG RES INC3.4K shares2.69%2025-09-302025-11-12

ICE INTERCONTINENTAL EXCHANGE IN2.3K shares72.22%2025-09-302025-11-12

RSPE INVESCO EXCH TRADED FD TR II13.2K shares0.42%2025-09-302025-11-12

EME EMCOR GROUP INC586 shares-3.46%2025-09-302025-11-12

HYS PIMCO ETF TR4.0K shares0.00%2025-09-302025-11-12

IXUS ISHARES TR4.6K shares-1.12%2025-09-302025-11-12

PRU PRUDENTIAL FINL INC3.6K shares-10.20%2025-09-302025-11-12

TRMB TRIMBLE INC4.6K sharesnew addition2025-09-302025-11-12

Sponsored

CP CANADIAN PACIFIC KANSAS CITY5.0K sharesnew addition2025-09-302025-11-12

ALLE ALLEGION PLC2.1K shares-20.86%2025-09-302025-11-12

WEC WEC ENERGY GROUP INC3.3K shares2.70%2025-09-302025-11-12

RWK INVESCO EXCH TRADED FD TR II3.0K shares0.00%2025-09-302025-11-12

CG CARLYLE GROUP INC6.0K shares-8.85%2025-09-302025-11-12

EMD WESTERN ASSET EMERGING MKTS36.2K shares0.00%2025-09-302025-11-12

LOW LOWES COS INC1.5K shares5.56%2025-09-302025-11-12

RCL ROYAL CARIBBEAN GROUP1.1K shares-25.59%2025-09-302025-11-12

Sponsored

GD GENERAL DYNAMICS CORP1.1K shares14.03%2025-09-302025-11-12

RWJ INVESCO EXCH TRADED FD TR II7.5K shares0.00%2025-09-302025-11-12

VIOO VANGUARD ADMIRAL FDS INC3.3K shares-0.97%2025-09-302025-11-12

MLM MARTIN MARIETTA MATLS INC574 sharesnew addition2025-09-302025-11-12

NEE NEXTERA ENERGY INC4.8K shares-0.85%2025-09-302025-11-12

HSIC HENRY SCHEIN INC5.4K sharesnew addition2025-09-302025-11-12

ZWS ZURN ELKAY WATER SOLNS CORP7.6K shares-21.00%2025-09-302025-11-12

UAL UNITED AIRLS HLDGS INC3.7K shares3.42%2025-09-302025-11-12

Sponsored

MMM 3M CO2.3K shares1.24%2025-09-302025-11-12

HON HONEYWELL INTL INC1.7K shares0.36%2025-09-302025-11-12

MET METLIFE INC4.3K shares2.06%2025-09-302025-11-12

CLH CLEAN HARBORS INC1.5K sharesnew addition2025-09-302025-11-12

HDB HDFC BANK LTD10.3K shares46.65%2025-09-302025-11-12

BK BANK NEW YORK MELLON CORP3.2K shares-8.51%2025-09-302025-11-12

SHM SPDR SERIES TRUST7.2K shares3.64%2025-09-302025-11-12

UTHR UNITED THERAPEUTICS CORP DEL823 shares16.57%2025-09-302025-11-12

Sponsored

DEO DIAGEO PLC3.6K shares-4.94%2025-09-302025-11-12

BMY BRISTOL-MYERS SQUIBB CO7.5K shares0.12%2025-09-302025-11-12

SYK STRYKER CORPORATION917 shares-5.56%2025-09-302025-11-12

SPAB SPDR SERIES TRUST13.0K shares-23.51%2025-09-302025-11-12

IBIT ISHARES BITCOIN TRUST ETF5.1K shares23.72%2025-09-302025-11-12

LII LENNOX INTL INC624 shares-21.31%2025-09-302025-11-12

TDY TELEDYNE TECHNOLOGIES INC562 shares-18.55%2025-09-302025-11-12

REIT ALPS ETF TR12.2K shares21.42%2025-09-302025-11-12

Sponsored

AON AON PLC916 sharesnew addition2025-09-302025-11-12

GBTC GRAYSCALE BITCOIN TRUST ETF3.6K shares4.39%2025-09-302025-11-12

USB US BANCORP DEL6.5K shares-6.88%2025-09-302025-11-12

DFAX DIMENSIONAL ETF TRUST10.1K shares37.74%2025-09-302025-11-12

SKYY FIRST TR EXCHANGE TRADED FD2.3K shares0.00%2025-09-302025-11-12

THC TENET HEALTHCARE CORP1.5K shares14.58%2025-09-302025-11-12

BDX BECTON DICKINSON & CO1.7K shares5.63%2025-09-302025-11-12

BCSF BAIN CAP SPECIALTY FIN INC21.6K shares2.93%2025-09-302025-11-12

Sponsored

SCHM SCHWAB STRATEGIC TR10.3K shares0.45%2025-09-302025-11-12

BR BROADRIDGE FINL SOLUTIONS IN1.3K shares1.92%2025-09-302025-11-12

SPGI S&P GLOBAL INC619 shares-25.69%2025-09-302025-11-12

SNPS SYNOPSYS INC604 shares52.91%2025-09-302025-11-12

OLED UNIVERSAL DISPLAY CORP2.1K shares-21.15%2025-09-302025-11-12

FWONK LIBERTY MEDIA CORP DEL2.8K sharesnew addition2025-09-302025-11-12

NDSN NORDSON CORP1.3K shares-20.83%2025-09-302025-11-12

VST VISTRA CORP1.5K shares4.98%2025-09-302025-11-12

Sponsored

CPRJ CALAMOS ETF TR11.1K shares14.90%2025-09-302025-11-12

SPTL SPDR SERIES TRUST10.8K shares-34.77%2025-09-302025-11-12

SGOV ISHARES TR2.9K sharesnew addition2025-09-302025-11-12

ROK ROCKWELL AUTOMATION INC834 shares-0.12%2025-09-302025-11-12

OTIS OTIS WORLDWIDE CORP3.2K shares-2.61%2025-09-302025-11-12

SHW SHERWIN WILLIAMS CO837 sharesnew addition2025-09-302025-11-12

POOL POOL CORP933 shares-16.62%2025-09-302025-11-12

GLW CORNING INC3.5K sharesnew addition2025-09-302025-11-12

Sponsored

HIG HARTFORD INSURANCE GROUP INC2.1K sharesnew addition2025-09-302025-11-12

MNST MONSTER BEVERAGE CORP NEW4.2K shares8.96%2025-09-302025-11-12

NET CLOUDFLARE INC1.3K shares0.23%2025-09-302025-11-12

AM ANTERO MIDSTREAM CORP14.4K shares-0.01%2025-09-302025-11-12

GRID FIRST TR EXCHANGE TRADED FD1.8K sharesnew addition2025-09-302025-11-12

DFUS DIMENSIONAL ETF TRUST3.8K shares0.24%2025-09-302025-11-12

ETR ENTERGY CORP NEW3.0K sharesnew addition2025-09-302025-11-12

TT TRANE TECHNOLOGIES PLC650 shares-12.28%2025-09-302025-11-12

Sponsored

PAYX PAYCHEX INC2.2K shares-15.90%2025-09-302025-11-12

D DOMINION ENERGY INC4.5K shares13.10%2025-09-302025-11-12

ZBRA ZEBRA TECHNOLOGIES CORPORATI914 shares-18.68%2025-09-302025-11-12

IYW ISHARES TR1.4K shares-4.56%2025-09-302025-11-12

DGRO ISHARES TR4.0K shares0.10%2025-09-302025-11-12

QUAL ISHARES TR1.4K shares-33.62%2025-09-302025-11-12

APP APPLOVIN CORP371 sharesnew addition2025-09-302025-11-12

MUB ISHARES TR2.5K shares-71.87%2025-09-302025-11-12

Sponsored

IVW ISHARES TR2.2K shares2.05%2025-09-302025-11-12

DAL DELTA AIR LINES INC DEL4.6K shares12.56%2025-09-302025-11-12

ZS ZSCALER INC879 shares4.64%2025-09-302025-11-12

FTSL FIRST TR EXCHANGE-TRADED FD5.7K shares1.53%2025-09-302025-11-12

FLS FLOWSERVE CORP4.9K shares-9.18%2025-09-302025-11-12

JKHY HENRY JACK & ASSOC INC1.7K shares-22.87%2025-09-302025-11-12

GOVT ISHARES TR10.8K shares-31.16%2025-09-302025-11-12

ACGL ARCH CAP GROUP LTD2.8K shares-1.26%2025-09-302025-11-12

Sponsored

BSX BOSTON SCIENTIFIC CORP2.5K shares-30.98%2025-09-302025-11-12

LECO LINCOLN ELEC HLDGS INC1.1K shares-3.58%2025-09-302025-11-12

SCHR SCHWAB STRATEGIC TR9.8K shares7.28%2025-09-302025-11-12

QYLD GLOBAL X FDS14.5K sharesnew addition2025-09-302025-11-12

CYBR CYBERARK SOFTWARE LTD507 shares-1.17%2025-09-302025-11-12

JPC NUVEEN PFD & INCOME OPPORTUN29.6K shares0.44%2025-09-302025-11-12

CI THE CIGNA GROUP841 shares-1.87%2025-09-302025-11-12

SCHX SCHWAB STRATEGIC TR9.0K sharesnew addition2025-09-302025-11-12

Sponsored

ULS UL SOLUTIONS INC3.3K sharesnew addition2025-09-302025-11-12

LH LABCORP HOLDINGS INC821 shares5.39%2025-09-302025-11-12

LNG CHENIERE ENERGY INC998 sharesnew addition2025-09-302025-11-12

PEG PUBLIC SVC ENTERPRISE GRP IN2.8K shares-0.92%2025-09-302025-11-12

MELI MERCADOLIBRE INC100 shares-7.41%2025-09-302025-11-12

FAST FASTENAL CO4.8K sharesnew addition2025-09-302025-11-12

SUSA ISHARES TR1.7K shares0.18%2025-09-302025-11-12

STX SEAGATE TECHNOLOGY HLDNGS PL984 sharesnew addition2025-09-302025-11-12

Sponsored

COO COOPER COS INC3.4K shares-19.48%2025-09-302025-11-12

VHT VANGUARD WORLD FD885 shares-5.75%2025-09-302025-11-12

PRMB PRIMO BRANDS CORPORATION10.4K sharesnew addition2025-09-302025-11-12

EZBC FRANKLIN TEMPLETON DIGITAL H3.5K shares3.57%2025-09-302025-11-12

SLYV SPDR SERIES TRUST2.6K sharesnew addition2025-09-302025-11-12

FNDF SCHWAB STRATEGIC TR5.3K shares0.00%2025-09-302025-11-12

AZN ASTRAZENECA PLC3.0K sharesnew addition2025-09-302025-11-12

RBLX ROBLOX CORP1.6K sharesnew addition2025-09-302025-11-12

Sponsored

UNM UNUM GROUP2.9K shares1.10%2025-09-302025-11-12

PPL PPL CORP6.0K sharesnew addition2025-09-302025-11-12

OLLI OLLIES BARGAIN OUTLET HLDGS1.7K shares-21.73%2025-09-302025-11-12

FICO FAIR ISAAC CORP148 shares-6.33%2025-09-302025-11-12

BKDV BNY MELLON ETF TRUST II8.0K sharesnew addition2025-09-302025-11-12

DRI DARDEN RESTAURANTS INC1.2K shares-23.49%2025-09-302025-11-12

BJ BJS WHSL CLUB HLDGS INC2.4K shares-22.49%2025-09-302025-11-12

SE SEA LTD1.2K shares-4.14%2025-09-302025-11-12

Sponsored

COIN COINBASE GLOBAL INC649 shares-1.52%2025-09-302025-11-12

VWO VANGUARD INTL EQUITY INDEX F4.0K sharesnew addition2025-09-302025-11-12

SCHE SCHWAB STRATEGIC TR6.5K shares-34.82%2025-09-302025-11-12

HWM HOWMET AEROSPACE INC1.1K shares1.85%2025-09-302025-11-12

FITB FIFTH THIRD BANCORP4.8K sharesnew addition2025-09-302025-11-12

MSCI MSCI INC380 shares-3.80%2025-09-302025-11-12

BFAM BRIGHT HORIZONS FAM SOL IN D2.0K shares-20.30%2025-09-302025-11-12

SGI SOMNIGROUP INTERNATIONAL INC2.5K sharesnew addition2025-09-302025-11-12

Sponsored

BFH BREAD FINANCIAL HOLDINGS INC3.8K shares0.00%2025-09-302025-11-12

ALNY ALNYLAM PHARMACEUTICALS INC461 sharesnew addition2025-09-302025-11-12

SGOL ETFS GOLD TR5.7K sharesnew addition2025-09-302025-11-12

SWK STANLEY BLACK & DECKER INC2.8K sharesnew addition2025-09-302025-11-12

PLD PROLOGIS INC.1.8K sharesnew addition2025-09-302025-11-12

SAP SAP SE780 shares12.88%2025-09-302025-11-12

SCHO SCHWAB STRATEGIC TR8.5K shares1.30%2025-09-302025-11-12

CVS CVS HEALTH CORP2.7K shares-26.88%2025-09-302025-11-12

Sponsored

AMT AMERICAN TOWER CORP NEW1.1K shares-14.51%2025-09-302025-11-12

IQV IQVIA HLDGS INC1.1K sharesnew addition2025-09-302025-11-12

VLO VALERO ENERGY CORP1.2K sharesnew addition2025-09-302025-11-12

DD DUPONT DE NEMOURS INC2.6K sharesnew addition2025-09-302025-11-12

TLT ISHARES TR2.3K sharesnew addition2025-09-302025-11-12

DFUV DIMENSIONAL ETF TRUST4.5K sharesnew addition2025-09-302025-11-12

SVOL SIMPLIFY EXCHANGE TRADED FUN10.1K sharesnew addition2025-09-302025-11-12

GLQ CLOUGH GLOBAL EQUITY FD21.9K shares0.00%2025-09-302025-11-12

Sponsored

GENT SPINNAKER ETF SERIES14.8K sharesnew addition2025-09-302025-11-12

NOK NOKIA CORP30.0K shares-4.07%2025-09-302025-11-12

NMAI NUVEEN MULTI ASSET INCOME FU10.4K shares0.00%2025-09-302025-11-12

F FORD MTR CO11.1K sharesnew addition2025-09-302025-11-12

RITM RITHM CAPITAL CORP10.3K shares0.00%2025-09-302025-11-12

DSM BNY MELLON STRATEGIC MUN BD16.3K shares-24.14%2025-09-302025-11-12

RC READY CAPITAL CORP23.4K shares-8.05%2025-09-302025-11-12

TLRY TILRAY BRANDS INC12.9K sharesnew addition2025-09-302025-11-12

Sponsored

SENS SENSEONICS HLDGS INC25.0K shares0.00%2025-09-302025-11-12

RIVERNORTH OPPORTUNITIES FD RIVERNORTH OPPORTUNITIES FD49.1K sharesnew addition2025-09-302025-11-12

Call Option Holdings

AAPL Call CallAPPLE INC61.3K shares0.00%2025-09-302025-11-12

TSLA Call CallTESLA INC300 shares0.00%2025-09-302025-11-12

IBM Call CallINTERNATIONAL BUSINESS MACHS400 shares0.00%2025-09-302025-11-12

MU Call CallMICRON TECHNOLOGY INC300 shares0.00%2025-09-302025-11-12

MSFT Call CallMICROSOFT CORP300 shares0.00%2025-09-302025-11-12

IBIT Call CallISHARES BITCOIN TRUST ETF100 sharesnew addition2025-09-302025-11-12

COST Call CallCOSTCO WHSL CORP NEW300 shares0.00%2025-09-302025-11-12

Put Option Holdings

AAPL Put PutAPPLE INC33.0K shares-12.00%2025-09-302025-11-12

JNJ Put PutJOHNSON & JOHNSON28.0K sharesnew addition2025-09-302025-11-12