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The Analysis of Alpha Cubed Investments, LLC's Holdings & P&L

Currently, Alpha Cubed Investments, LLC holds 298 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in ICE (+180.3K shares, valued at $29.2M), NFLX (+230.3K shares, valued at $21.6M), N/A (+242.6K shares, valued at $15.9M); decreased their positions in AMT (-182.3K shares, valued at $32.0M), N/A (-63.9K shares, valued at $22.1M), CAT (-35.5K shares, valued at $20.4M); initiated new positions in N/A (+242.6K shares, valued at $15.9M), N/A (+53.8K shares, valued at $14.4M), N/A (+48.9K shares, valued at $774.6K).

1M P&L

+190.6M+7.02%

3M P&L

+290.8M+11.12%

HY P&L

+415.4M+16.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors342.7M

13.9%

2Software - Infrastructure311.9M

12.6%

3N/A189.1M

7.7%

Top Industries by Stock Count

1N/A95 stocks

35.2%

2Software - Application11 stocks

4.1%

3Semiconductors9 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC689.0K shares-2.05%2025-12-312026-02-03

NVDA NVIDIA CORPORATION945.9K shares1.53%2025-12-312026-02-03

MSFT MICROSOFT CORP304.4K shares4.27%2025-12-312026-02-03

AMZN AMAZON COM INC612.6K shares5.57%2025-12-312026-02-03

ALPHABET INC ALPHABET INC444.6K shares-6.09%2025-12-312026-02-03

TSM TAIWAN SEMICONDUCTOR MFG LTD372.8K shares-4.96%2025-12-312026-02-03

PWR QUANTA SVCS INC265.7K shares0.91%2025-12-312026-02-03

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL209.4K shares11.89%2025-12-312026-02-03

Sponsored

PANW PALO ALTO NETWORKS INC539.0K shares-2.80%2025-12-312026-02-03

BROADCOM INC BROADCOM INC271.6K shares-19.05%2025-12-312026-02-03

JPM JPMORGAN CHASE & CO.287.3K shares-13.34%2025-12-312026-02-03

GS GOLDMAN SACHS GROUP INC102.3K shares3.38%2025-12-312026-02-03

META META PLATFORMS INC122.2K shares-0.40%2025-12-312026-02-03

AEP AMERICAN ELEC PWR CO INC644.4K shares-3.19%2025-12-312026-02-03

NEE NEXTERA ENERGY INC898.9K shares2.23%2025-12-312026-02-03

CAT CATERPILLAR INC125.2K shares-22.10%2025-12-312026-02-03

Sponsored

ISRG INTUITIVE SURGICAL INC102.8K shares10.99%2025-12-312026-02-03

UNH UNITEDHEALTH GROUP INC129.3K shares3.71%2025-12-312026-02-03

ICE INTERCONTINENTAL EXCHANGE IN260.1K shares226.03%2025-12-312026-02-03

AMD ADVANCED MICRO DEVICES INC151.3K shares-26.85%2025-12-312026-02-03

LMT LOCKHEED MARTIN CORP61.9K shares2.22%2025-12-312026-02-03

LLY ELI LILLY & CO27.4K shares76.30%2025-12-312026-02-03

CSCO CISCO SYS INC362.5K shares-1.72%2025-12-312026-02-03

ASML ASML HOLDING N V25.9K shares-13.59%2025-12-312026-02-03

Sponsored

CVX CHEVRON CORP NEW179.4K shares13.39%2025-12-312026-02-03

COST COSTCO WHSL CORP NEW31.3K shares-1.97%2025-12-312026-02-03

VZ VERIZON COMMUNICATIONS INC649.4K shares-3.29%2025-12-312026-02-03

EATON CORP PLC EATON CORP PLC80.1K shares-1.33%2025-12-312026-02-03

LQD ISHARES TR225.9K shares3.52%2025-12-312026-02-03

CME CME GROUP INC90.6K shares-1.16%2025-12-312026-02-03

NFLX NETFLIX INC256.6K shares873.88%2025-12-312026-02-03

V VISA INC66.9K shares-4.84%2025-12-312026-02-03

Sponsored

CRWD CROWDSTRIKE HLDGS INC49.4K shares8.98%2025-12-312026-02-03

MCD MCDONALDS CORP75.3K shares-1.27%2025-12-312026-02-03

ORCL ORACLE CORP114.7K shares155.98%2025-12-312026-02-03

BOND PIMCO ETF TR239.5K shares2.97%2025-12-312026-02-03

JNJ JOHNSON & JOHNSON103.8K shares-3.19%2025-12-312026-02-03

VXUS VANGUARD STAR FDS276.9K shares11.15%2025-12-312026-02-03

KO COCA COLA CO291.6K shares-0.47%2025-12-312026-02-03

TSLA TESLA INC44.5K shares9.78%2025-12-312026-02-03

Sponsored

PLTR PALANTIR TECHNOLOGIES INC104.9K shares2.24%2025-12-312026-02-03

VCIT VANGUARD SCOTTSDALE FDS222.2K shares2.02%2025-12-312026-02-03

UNILEVER PLC UNILEVER PLC242.6K sharesnew addition2025-12-312026-02-03

VMC VULCAN MATLS CO54.6K shares6.20%2025-12-312026-02-03

HD HOME DEPOT INC44.4K shares0.77%2025-12-312026-02-03

DLR DIGITAL RLTY TR INC98.5K shares-4.24%2025-12-312026-02-03

ALPHABET INC ALPHABET INC47.8K shares-0.72%2025-12-312026-02-03

TXN TEXAS INSTRS INC84.3K shares-2.54%2025-12-312026-02-03

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND53.8K sharesnew addition2025-12-312026-02-03

INVESCO QQQ TR INVESCO QQQ TR21.2K shares-4.65%2025-12-312026-02-03

ABBV ABBVIE INC55.7K shares19.07%2025-12-312026-02-03

DGX QUEST DIAGNOSTICS INC69.9K shares-1.77%2025-12-312026-02-03

UNP UNION PAC CORP45.0K shares-1.05%2025-12-312026-02-03

MET METLIFE INC129.1K shares-2.82%2025-12-312026-02-03

AMT AMERICAN TOWER CORP NEW55.3K shares-76.72%2025-12-312026-02-03

VANGUARD INDEX FDS VANGUARD INDEX FDS15.2K shares-0.56%2025-12-312026-02-03

Sponsored

VIG VANGUARD SPECIALIZED FUNDS39.6K shares-4.57%2025-12-312026-02-03

MERCK & CO INC MERCK & CO INC64.9K shares-0.29%2025-12-312026-02-03

RS RELIANCE INC22.0K shares-11.09%2025-12-312026-02-03

WMT WALMART INC53.1K shares1.75%2025-12-312026-02-03

AMAT APPLIED MATLS INC19.4K shares-1.41%2025-12-312026-02-03

XOM EXXON MOBIL CORP39.7K shares-0.23%2025-12-312026-02-03

SPY SPDR S&P 500 ETF TR6.8K shares-5.10%2025-12-312026-02-03

SCHD SCHWAB STRATEGIC TR165.0K shares1.92%2025-12-312026-02-03

Sponsored

SHOP SHOPIFY INC26.8K shares-0.48%2025-12-312026-02-03

AMGN AMGEN INC12.7K shares-20.53%2025-12-312026-02-03

VB VANGUARD INDEX FDS15.6K shares8.72%2025-12-312026-02-03

MGK VANGUARD WORLD FD9.6K shares-4.90%2025-12-312026-02-03

VCSH VANGUARD SCOTTSDALE FDS48.9K shares-3.26%2025-12-312026-02-03

WFC WELLS FARGO CO NEW40.8K shares-0.50%2025-12-312026-02-03

TOTL SSGA ACTIVE ETF TR90.1K shares-8.21%2025-12-312026-02-03

KLAC KLA CORP2.7K shares0.22%2025-12-312026-02-03

Sponsored

MGV VANGUARD WORLD FD23.2K shares-8.29%2025-12-312026-02-03

VYM VANGUARD WHITEHALL FDS21.7K shares-1.25%2025-12-312026-02-03

QCOM QUALCOMM INC18.0K shares-1.46%2025-12-312026-02-03

BAC BANK AMERICA CORP53.3K shares1.38%2025-12-312026-02-03

IBM INTERNATIONAL BUSINESS MACHS9.8K shares-4.66%2025-12-312026-02-03

IVV ISHARES TR4.2K shares15.62%2025-12-312026-02-03

VTI VANGUARD INDEX FDS8.3K shares4.16%2025-12-312026-02-03

RTX RTX CORPORATION14.7K shares0.34%2025-12-312026-02-03

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T32.1K shares-7.42%2025-12-312026-02-03

IWB ISHARES TR6.3K shares-3.24%2025-12-312026-02-03

SCHW SCHWAB CHARLES CORP22.7K shares-11.52%2025-12-312026-02-03

FLOT ISHARES TR44.4K shares-6.69%2025-12-312026-02-03

XLV SELECT SECTOR SPDR TR13.3K shares340.25%2025-12-312026-02-03

IVW ISHARES TR16.3K shares4.39%2025-12-312026-02-03

VTV VANGUARD INDEX FDS10.0K shares-1.74%2025-12-312026-02-03

SBUX STARBUCKS CORP22.5K shares-4.26%2025-12-312026-02-03

Sponsored

MA MASTERCARD INCORPORATED3.2K shares-4.88%2025-12-312026-02-03

LAM RESEARCH CORP LAM RESEARCH CORP10.4K shares4.48%2025-12-312026-02-03

VUG VANGUARD INDEX FDS3.2K shares1.46%2025-12-312026-02-03

MELI MERCADOLIBRE INC768 shares-1.66%2025-12-312026-02-03

AGG ISHARES TR14.9K shares3.11%2025-12-312026-02-03

MO ALTRIA GROUP INC25.6K shares-0.24%2025-12-312026-02-03

PG PROCTER AND GAMBLE CO10.3K shares-2.55%2025-12-312026-02-03

GLDM WORLD GOLD TR16.7K shares4.05%2025-12-312026-02-03

Sponsored

NAZ NUVEEN ARIZONA QLTY MUN INC119.3K shares0.44%2025-12-312026-02-03

HOOD ROBINHOOD MKTS INC12.4K shares-39.26%2025-12-312026-02-03

XLK SELECT SECTOR SPDR TR9.6K shares149.72%2025-12-312026-02-03

VO VANGUARD INDEX FDS4.7K shares2.32%2025-12-312026-02-03

GE AEROSPACE GE AEROSPACE4.4K shares-6.54%2025-12-312026-02-03

NXPI NXP SEMICONDUCTORS N V6.3K shares0.00%2025-12-312026-02-03

IAUM ISHARES GOLD TR31.7K shares167.12%2025-12-312026-02-03

XLRE SELECT SECTOR SPDR TR33.7K shares125.73%2025-12-312026-02-03

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.0K shares-3.38%2025-12-312026-02-03

XLU SELECT SECTOR SPDR TR29.7K shares94.98%2025-12-312026-02-03

SLV ISHARES SILVER TR19.5K shares9.59%2025-12-312026-02-03

CITIGROUP INC CITIGROUP INC10.6K shares4.35%2025-12-312026-02-03

BLACKSTONE INC BLACKSTONE INC8.0K shares3.64%2025-12-312026-02-03

MAR MARRIOTT INTL INC NEW3.9K shares0.00%2025-12-312026-02-03

BA BOEING CO5.6K shares61.47%2025-12-312026-02-03

CTAS CINTAS CORP6.4K shares-5.19%2025-12-312026-02-03

Sponsored

LOW LOWES COS INC4.8K shares0.00%2025-12-312026-02-03

XLE SELECT SECTOR SPDR TR26.0K shares90.97%2025-12-312026-02-03

LINDE PLC LINDE PLC2.6K shares-0.73%2025-12-312026-02-03

EFA ISHARES TR11.4K shares3.81%2025-12-312026-02-03

DIS DISNEY WALT CO9.5K shares-1.19%2025-12-312026-02-03

HON HONEYWELL INTL INC5.4K shares2.33%2025-12-312026-02-03

SRE SEMPRA11.2K shares-2.21%2025-12-312026-02-03

GLD SPDR GOLD TR2.5K shares4.18%2025-12-312026-02-03

Sponsored

VGT VANGUARD WORLD FD1.3K shares-2.91%2025-12-312026-02-03

UI UBIQUITI INC1.7K shares-7.57%2025-12-312026-02-03

SDY SPDR SERIES TRUST6.6K shares-8.15%2025-12-312026-02-03

IYZ ISHARES TR26.8K shares107.18%2025-12-312026-02-03

TRV TRAVELERS COMPANIES INC3.1K shares0.00%2025-12-312026-02-03

O REALTY INCOME CORP15.7K shares0.22%2025-12-312026-02-03

ANGL VANECK ETF TRUST30.0K shares0.00%2025-12-312026-02-03

IWF ISHARES TR1.8K shares4.06%2025-12-312026-02-03

Sponsored

ROST ROSS STORES INC4.7K shares0.00%2025-12-312026-02-03

BABA ALIBABA GROUP HLDG LTD5.7K shares2.61%2025-12-312026-02-03

SO SOUTHERN CO9.5K shares43.13%2025-12-312026-02-03

SPYG SPDR SERIES TRUST7.8K shares51.75%2025-12-312026-02-03

GILD GILEAD SCIENCES INC6.6K shares1.15%2025-12-312026-02-03

FICO FAIR ISAAC CORP470 shares-1.05%2025-12-312026-02-03

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV48.9K sharesnew addition2025-12-312026-02-03

QUAL ISHARES TR3.9K shares25.82%2025-12-312026-02-03

Sponsored

SYK STRYKER CORPORATION2.2K shares13.02%2025-12-312026-02-03

MINT PIMCO ETF TR7.6K shares4.07%2025-12-312026-02-03

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-03

FIS FIDELITY NATL INFORMATION SV11.3K shares-1.85%2025-12-312026-02-03

SPGI S&P GLOBAL INC1.4K shares-0.77%2025-12-312026-02-03

GLW CORNING INC8.4K shares0.36%2025-12-312026-02-03

T AT&T INC29.3K shares-7.64%2025-12-312026-02-03

INTC INTEL CORP19.7K shares8.31%2025-12-312026-02-03

Sponsored

CMI CUMMINS INC1.4K shares0.35%2025-12-312026-02-03

BMY BRISTOL-MYERS SQUIBB CO13.4K shares0.00%2025-12-312026-02-03

PFFD GLOBAL X FDS38.0K shares0.03%2025-12-312026-02-03

VCLT VANGUARD SCOTTSDALE FDS9.5K shares14.62%2025-12-312026-02-03

CRM SALESFORCE INC2.7K shares-3.62%2025-12-312026-02-03

GEV GE VERNOVA INC1.1K shares-6.31%2025-12-312026-02-03

ACWI ISHARES TR4.8K shares0.00%2025-12-312026-02-03

HACK AMPLIFY ETF TR8.3K shares-0.22%2025-12-312026-02-03

Sponsored

NOC NORTHROP GRUMMAN CORP1.2K shares0.00%2025-12-312026-02-03

SPG SIMON PPTY GROUP INC NEW3.6K shares-41.71%2025-12-312026-02-03

UPS UNITED PARCEL SERVICE INC6.6K shares0.00%2025-12-312026-02-03

TIP ISHARES TR5.9K shares-13.38%2025-12-312026-02-03

DE DEERE & CO1.4K shares-7.42%2025-12-312026-02-03

ABT ABBOTT LABS5.1K shares-3.29%2025-12-312026-02-03

BOC BOSTON OMAHA CORP51.4K shares-1.28%2025-12-312026-02-03

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.4K shares1.03%2025-12-312026-02-03

Sponsored

CAH CARDINAL HEALTH INC3.0K shares0.00%2025-12-312026-02-03

IJH ISHARES TR9.4K shares72.15%2025-12-312026-02-03

SCHG SCHWAB STRATEGIC TR18.9K shares35.81%2025-12-312026-02-03

ADBE ADOBE INC1.7K shares4.58%2025-12-312026-02-03

MS MORGAN STANLEY3.3K shares1.08%2025-12-312026-02-03

ESGU ISHARES TR3.8K shares0.18%2025-12-312026-02-03

PM PHILIP MORRIS INTL INC3.6K shares21.50%2025-12-312026-02-03

KKR & CO INC KKR & CO INC4.4K shares0.00%2025-12-312026-02-03

Sponsored

IEMG ISHARES INC8.4K sharesnew addition2025-12-312026-02-03

NSC NORFOLK SOUTHN CORP1.9K shares2.49%2025-12-312026-02-03

SCHV SCHWAB STRATEGIC TR18.9K shares0.77%2025-12-312026-02-03

PEP PEPSICO INC3.8K shares6.46%2025-12-312026-02-03

XLC SELECT SECTOR SPDR TR4.6K sharesnew addition2025-12-312026-02-03

ARISTA NETWORKS INC ARISTA NETWORKS INC4.1K shares1.57%2025-12-312026-02-03

DIA SPDR DOW JONES INDL AVERAGE1.1K shares-1.60%2025-12-312026-02-03

HBAN HUNTINGTON BANCSHARES INC30.1K shares-9.43%2025-12-312026-02-03

Sponsored

IBIT ISHARES BITCOIN TRUST ETF10.4K shares-56.51%2025-12-312026-02-03

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.9K shares0.85%2025-12-312026-02-03

SOXX ISHARES TR1.7K shares-24.80%2025-12-312026-02-03

SMH VANECK ETF TRUST1.4K shares18.63%2025-12-312026-02-03

ET ENERGY TRANSFER L P29.8K shares-6.10%2025-12-312026-02-03

NOW SERVICENOW INC3.1K shares400.00%2025-12-312026-02-03

VTEB VANGUARD MUN BD FDS9.4K shares0.45%2025-12-312026-02-03

FTSL FIRST TR EXCHANGE-TRADED FD10.1K shares1.65%2025-12-312026-02-03

Sponsored

AKAM AKAMAI TECHNOLOGIES INC5.3K shares-3.64%2025-12-312026-02-03

FNDF SCHWAB STRATEGIC TR10.2K shares65.79%2025-12-312026-02-03

VEA VANGUARD TAX-MANAGED FDS7.4K shares-28.49%2025-12-312026-02-03

AXP AMERICAN EXPRESS CO1.2K shares-4.26%2025-12-312026-02-03

LITE LUMENTUM HLDGS INC1.2K sharesnew addition2025-12-312026-02-03

MAMA MAMAS CREATIONS INC32.8K shares0.00%2025-12-312026-02-03

OSK OSHKOSH CORP3.5K shares0.00%2025-12-312026-02-03

ADI ANALOG DEVICES INC1.6K shares0.00%2025-12-312026-02-03

Sponsored

SNOW SNOWFLAKE INC2.0K shares-83.17%2025-12-312026-02-03

MTUM ISHARES TR1.7K shares-3.22%2025-12-312026-02-03

EPD ENTERPRISE PRODS PARTNERS L13.6K shares-12.69%2025-12-312026-02-03

AWR AMER STATES WTR CO6.0K shares0.00%2025-12-312026-02-03

MAIN MAIN STR CAP CORP6.9K shares-13.53%2025-12-312026-02-03

VV VANGUARD INDEX FDS1.3K shares-9.80%2025-12-312026-02-03

KMI KINDER MORGAN INC DEL15.0K shares-2.60%2025-12-312026-02-03

PFE PFIZER INC16.6K shares-6.57%2025-12-312026-02-03

Sponsored

ISHARES GOLD TR ISHARES GOLD TR5.0K shares0.00%2025-12-312026-02-03

CHKP CHECK POINT SOFTWARE TECH LT2.2K shares-5.81%2025-12-312026-02-03

VOOV VANGUARD ADMIRAL FDS INC2.0K shares0.00%2025-12-312026-02-03

ITW ILLINOIS TOOL WKS INC1.6K shares-0.48%2025-12-312026-02-03

SCCO SOUTHERN COPPER CORP2.8K shares0.79%2025-12-312026-02-03

ESS ESSEX PPTY TR INC1.5K shares21.69%2025-12-312026-02-03

URI UNITED RENTALS INC498 shares0.00%2025-12-312026-02-03

ETFS GOLD TR ETFS GOLD TR9.6K shares14.26%2025-12-312026-02-03

Sponsored

WM WASTE MGMT INC DEL1.8K shares0.28%2025-12-312026-02-03

MU MICRON TECHNOLOGY INC1.4K shares-0.22%2025-12-312026-02-03

NUE NUCOR CORP2.3K shares-6.14%2025-12-312026-02-03

XEL XCEL ENERGY INC5.1K shares-0.59%2025-12-312026-02-03

IJR ISHARES TR3.0K shares-6.03%2025-12-312026-02-03

TJX TJX COS INC NEW2.3K shares-0.56%2025-12-312026-02-03

MEDTRONIC PLC MEDTRONIC PLC3.7K shares-9.40%2025-12-312026-02-03

ITOT ISHARES TR2.4K shares25.64%2025-12-312026-02-03

Sponsored

XLY SELECT SECTOR SPDR TR2.9K sharesnew addition2025-12-312026-02-03

PWV INVESCO EXCHANGE TRADED FD T5.2K shares3.11%2025-12-312026-02-03

ENB ENBRIDGE INC7.1K shares0.00%2025-12-312026-02-03

OKE ONEOK INC NEW4.5K shares0.00%2025-12-312026-02-03

CMCSA COMCAST CORP NEW11.1K shares-5.72%2025-12-312026-02-03

CSX CSX CORP8.9K shares1.19%2025-12-312026-02-03

IEF ISHARES TR3.3K shares28.00%2025-12-312026-02-03

XNTK SPDR SERIES TRUST1.1K shares0.00%2025-12-312026-02-03

Sponsored

THE CIGNA GROUP THE CIGNA GROUP1.1K shares5.19%2025-12-312026-02-03

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.2K shares1.19%2025-12-312026-02-03

MPLX MPLX LP5.7K shares-26.23%2025-12-312026-02-03

BR BROADRIDGE FINL SOLUTIONS IN1.3K sharesnew addition2025-12-312026-02-03

COF CAPITAL ONE FINL CORP1.2K shares-7.92%2025-12-312026-02-03

IDV ISHARES TR7.5K shares0.38%2025-12-312026-02-03

CMG CHIPOTLE MEXICAN GRILL INC7.9K shares-96.27%2025-12-312026-02-03

VGSH VANGUARD SCOTTSDALE FDS5.0K shares0.00%2025-12-312026-02-03

Sponsored

BK BANK NEW YORK MELLON CORP2.5K shares0.00%2025-12-312026-02-03

IEFA ISHARES TR3.2K shares17.85%2025-12-312026-02-03

DFUV DIMENSIONAL ETF TRUST6.1K shares1.31%2025-12-312026-02-03

TWLO TWILIO INC2.0K shares0.00%2025-12-312026-02-03

EXPE EXPEDIA GROUP INC1.0K shares0.00%2025-12-312026-02-03

GM GENERAL MTRS CO3.4K shares-9.94%2025-12-312026-02-03

D DOMINION ENERGY INC4.7K shares0.00%2025-12-312026-02-03

UBER UBER TECHNOLOGIES INC3.4K shares2.10%2025-12-312026-02-03

Sponsored

SCHX SCHWAB STRATEGIC TR10.2K shares-19.86%2025-12-312026-02-03

ROCKET LAB CORP ROCKET LAB CORP3.8K sharesnew addition2025-12-312026-02-03

MMM 3M CO1.7K shares15.23%2025-12-312026-02-03

ED CONSOLIDATED EDISON INC2.7K shares0.00%2025-12-312026-02-03

NEM NEWMONT CORP2.7K shares0.00%2025-12-312026-02-03

NEAR ISHARES U S ETF TR5.1K shares0.00%2025-12-312026-02-03

IWD ISHARES TR1.2K shares-0.48%2025-12-312026-02-03

MSI MOTOROLA SOLUTIONS INC677 shares1.65%2025-12-312026-02-03

Sponsored

MCO MOODYS CORP507 shares0.20%2025-12-312026-02-03

DHR DANAHER CORPORATION1.1K shares2.47%2025-12-312026-02-03

BKNG BOOKING HOLDINGS INC47 sharesnew addition2025-12-312026-02-03

CTVA CORTEVA INC3.7K shares0.66%2025-12-312026-02-03

VPU VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-02-03

NOBL PROSHARES TR2.3K shares2.52%2025-12-312026-02-03

DB DEUTSCHE BANK A G6.2K shares1.78%2025-12-312026-02-03

SCHB SCHWAB STRATEGIC TR9.1K shares0.00%2025-12-312026-02-03

Sponsored

TMUS T-MOBILE US INC1.2K shares0.00%2025-12-312026-02-03

NMT NUVEEN MASSACHUSETS QLT MUN21.0K shares0.00%2025-12-312026-02-03

NDAQ NASDAQ INC2.4K shares0.00%2025-12-312026-02-03

JBL JABIL INC1.0K shares0.00%2025-12-312026-02-03

BTI BRITISH AMERN TOB PLC4.1K shares-8.86%2025-12-312026-02-03

GVA GRANITE CONSTR INC2.0K shares0.00%2025-12-312026-02-03

UAL UNITED AIRLS HLDGS INC2.0K sharesnew addition2025-12-312026-02-03

ALPS ETF TR ALPS ETF TR4.8K sharesnew addition2025-12-312026-02-03

Sponsored

WES WESTERN MIDSTREAM PARTNERS L5.6K shares1.97%2025-12-312026-02-03

INTU INTUIT336 shares-1.47%2025-12-312026-02-03

ETHA ISHARES ETHEREUM TR9.9K sharesnew addition2025-12-312026-02-03

PML PIMCO MUN INCOME FD II29.2K shares1.45%2025-12-312026-02-03

ALL ALLSTATE CORP1.1K shares-32.52%2025-12-312026-02-03

TMO THERMO FISHER SCIENTIFIC INC371 sharesnew addition2025-12-312026-02-03

WDAY WORKDAY INC1.0K shares0.00%2025-12-312026-02-03

CEG CONSTELLATION ENERGY CORP603 sharesnew addition2025-12-312026-02-03

Sponsored

XLF SELECT SECTOR SPDR TR3.9K shares4.06%2025-12-312026-02-03

LINC LINCOLN EDL SVCS CORP8.8K shares0.00%2025-12-312026-02-03

SCI SERVICE CORP INTL2.7K shares0.00%2025-12-312026-02-03

SPSM SPDR SERIES TRUST4.5K sharesnew addition2025-12-312026-02-03

JCI JOHNSON CTLS INTL PLC1.7K sharesnew addition2025-12-312026-02-03

NTRA NATERA INC900 sharesnew addition2025-12-312026-02-03

FI FISERV INC3.1K shares-29.73%2025-12-312026-02-03

SPYM SPDR SERIES TRUST2.5K sharesnew addition2025-12-312026-02-03

Sponsored

MGC VANGUARD WORLD FD813 sharesnew addition2025-12-312026-02-03

HDB HDFC BANK LTD5.6K sharesnew addition2025-12-312026-02-03

LNG CHENIERE ENERGY INC1.0K shares0.19%2025-12-312026-02-03

PNC PNC FINL SVCS GROUP INC969 sharesnew addition2025-12-312026-02-03

ADSK AUTODESK INC680 shares0.00%2025-12-312026-02-03

AXON AXON ENTERPRISE INC353 shares-2.75%2025-12-312026-02-03

CHI CALAMOS CONV OPPORTUNITIES &16.8K shares36.65%2025-12-312026-02-03

SKYH.WS SKY HARBOUR GROUP CORPORATIO271.1K shares-1.70%2025-12-312026-02-03

Sponsored

SKYH SKY HARBOUR GROUP CORPORATIO18.2K shares17.79%2025-12-312026-02-03

JPC NUVEEN PFD & INCOME OPPORTUN16.1K shares-3.98%2025-12-312026-02-03

GGN GAMCO GLOBAL GOLD NAT RES &23.3K sharesnew addition2025-12-312026-02-03

GRAB GRAB HOLDINGS LIMITED23.3K shares0.00%2025-12-312026-02-03

PHK PIMCO HIGH INCOME FD21.0K shares-5.29%2025-12-312026-02-03

NMFC NEW MTN FIN CORP10.2K sharesnew addition2025-12-312026-02-03

ABSI ABSCI CORPORATION26.2K shares0.00%2025-12-312026-02-03

DHY CREDIT SUISSE HIGH YIELD CRE35.0K shares0.00%2025-12-312026-02-03

Sponsored

OMCC OLD MKT CAP CORP13.4K shares0.00%2025-12-312026-02-03

RCS PIMCO STRATEGIC INCOME FD12.0K shares0.00%2025-12-312026-02-03

AAPL

APPLE INC

-2.05%

Shares689.0K

Event2025-12-31

Filed2026-02-03

NVDA

NVIDIA CORPORATION

1.53%

Shares945.9K

Event2025-12-31

Filed2026-02-03

MSFT

MICROSOFT CORP

4.27%

Shares304.4K

Event2025-12-31

Filed2026-02-03

AMZN

AMAZON COM INC

5.57%

Shares612.6K

Event2025-12-31

Filed2026-02-03

ALPHABET INC

-6.09%

Shares444.6K

Event2025-12-31

Filed2026-02-03

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-4.96%

Shares372.8K

Event2025-12-31

Filed2026-02-03

PWR

QUANTA SVCS INC

0.91%

Shares265.7K

Event2025-12-31

Filed2026-02-03

BERKSHIRE HATHAWAY INC DEL

11.89%

Shares209.4K

Event2025-12-31

Filed2026-02-03

PANW

PALO ALTO NETWORKS INC

-2.80%

Shares539.0K

Event2025-12-31

Filed2026-02-03

BROADCOM INC

-19.05%

Shares271.6K

Event2025-12-31

Filed2026-02-03

JPM

JPMORGAN CHASE & CO.

-13.34%

Shares287.3K

Event2025-12-31

Filed2026-02-03

GOLDMAN SACHS GROUP INC

3.38%

Shares102.3K

Event2025-12-31

Filed2026-02-03

META

META PLATFORMS INC

-0.40%

Shares122.2K

Event2025-12-31

Filed2026-02-03

AEP

AMERICAN ELEC PWR CO INC

-3.19%

Shares644.4K

Event2025-12-31

Filed2026-02-03

NEE

NEXTERA ENERGY INC

2.23%

Shares898.9K

Event2025-12-31

Filed2026-02-03

CAT

CATERPILLAR INC

-22.10%

Shares125.2K

Event2025-12-31

Filed2026-02-03

ISRG

INTUITIVE SURGICAL INC

10.99%

Shares102.8K

Event2025-12-31

Filed2026-02-03

UNH

UNITEDHEALTH GROUP INC

3.71%

Shares129.3K

Event2025-12-31

Filed2026-02-03

ICE

INTERCONTINENTAL EXCHANGE IN

226.03%

Shares260.1K

Event2025-12-31

Filed2026-02-03

AMD

ADVANCED MICRO DEVICES INC

-26.85%

Shares151.3K

Event2025-12-31

Filed2026-02-03

LMT

LOCKHEED MARTIN CORP

2.22%

Shares61.9K

Event2025-12-31

Filed2026-02-03

LLY

ELI LILLY & CO

76.30%

Shares27.4K

Event2025-12-31

Filed2026-02-03

CSCO

CISCO SYS INC

-1.72%

Shares362.5K

Event2025-12-31

Filed2026-02-03

ASML

ASML HOLDING N V

-13.59%

Shares25.9K

Event2025-12-31

Filed2026-02-03

CVX

CHEVRON CORP NEW

13.39%

Shares179.4K

Event2025-12-31

Filed2026-02-03

COST

COSTCO WHSL CORP NEW

-1.97%

Shares31.3K

Event2025-12-31

Filed2026-02-03

VERIZON COMMUNICATIONS INC

-3.29%

Shares649.4K

Event2025-12-31

Filed2026-02-03

EATON CORP PLC

-1.33%

Shares80.1K

Event2025-12-31

Filed2026-02-03

LQD

ISHARES TR

3.52%

Shares225.9K

Event2025-12-31

Filed2026-02-03

CME

CME GROUP INC

-1.16%

Shares90.6K

Event2025-12-31

Filed2026-02-03

NFLX

NETFLIX INC

873.88%

Shares256.6K

Event2025-12-31

Filed2026-02-03

VISA INC

-4.84%

Shares66.9K

Event2025-12-31

Filed2026-02-03

CRWD

CROWDSTRIKE HLDGS INC

8.98%

Shares49.4K

Event2025-12-31

Filed2026-02-03

MCD

MCDONALDS CORP

-1.27%

Shares75.3K

Event2025-12-31

Filed2026-02-03

ORCL

ORACLE CORP

155.98%

Shares114.7K

Event2025-12-31

Filed2026-02-03

BOND

PIMCO ETF TR

2.97%

Shares239.5K

Event2025-12-31

Filed2026-02-03

JNJ

JOHNSON & JOHNSON

-3.19%

Shares103.8K

Event2025-12-31

Filed2026-02-03

VXUS

VANGUARD STAR FDS

11.15%

Shares276.9K

Event2025-12-31

Filed2026-02-03

COCA COLA CO

-0.47%

Shares291.6K

Event2025-12-31

Filed2026-02-03

TSLA

TESLA INC

9.78%

Shares44.5K

Event2025-12-31

Filed2026-02-03

PLTR

PALANTIR TECHNOLOGIES INC

2.24%

Shares104.9K

Event2025-12-31

Filed2026-02-03

VCIT

VANGUARD SCOTTSDALE FDS

2.02%

Shares222.2K

Event2025-12-31

Filed2026-02-03

UNILEVER PLC

New

Shares242.6K

Event2025-12-31

Filed2026-02-03

VMC

VULCAN MATLS CO

6.20%

Shares54.6K

Event2025-12-31

Filed2026-02-03

HOME DEPOT INC

0.77%

Shares44.4K

Event2025-12-31

Filed2026-02-03

DLR

DIGITAL RLTY TR INC

-4.24%

Shares98.5K

Event2025-12-31

Filed2026-02-03

ALPHABET INC

-0.72%

Shares47.8K

Event2025-12-31

Filed2026-02-03

TXN

TEXAS INSTRS INC

-2.54%

Shares84.3K

Event2025-12-31

Filed2026-02-03

ACCENTURE PLC IRELAND

New

Shares53.8K

Event2025-12-31

Filed2026-02-03

INVESCO QQQ TR

-4.65%

Shares21.2K

Event2025-12-31

Filed2026-02-03

ABBV

ABBVIE INC

19.07%

Shares55.7K

Event2025-12-31

Filed2026-02-03

DGX

QUEST DIAGNOSTICS INC

-1.77%

Shares69.9K

Event2025-12-31

Filed2026-02-03

UNP

UNION PAC CORP

-1.05%

Shares45.0K

Event2025-12-31

Filed2026-02-03

MET

METLIFE INC

-2.82%

Shares129.1K

Event2025-12-31

Filed2026-02-03

AMT

AMERICAN TOWER CORP NEW

-76.72%

Shares55.3K

Event2025-12-31

Filed2026-02-03

VANGUARD INDEX FDS

-0.56%

Shares15.2K

Event2025-12-31

Filed2026-02-03

VIG

VANGUARD SPECIALIZED FUNDS

-4.57%

Shares39.6K

Event2025-12-31

Filed2026-02-03

MERCK & CO INC

-0.29%

Shares64.9K

Event2025-12-31

Filed2026-02-03

RELIANCE INC

-11.09%

Shares22.0K

Event2025-12-31

Filed2026-02-03

WMT

WALMART INC

1.75%

Shares53.1K

Event2025-12-31

Filed2026-02-03

AMAT

APPLIED MATLS INC

-1.41%

Shares19.4K

Event2025-12-31

Filed2026-02-03

XOM

EXXON MOBIL CORP

-0.23%

Shares39.7K

Event2025-12-31

Filed2026-02-03

SPY

SPDR S&P 500 ETF TR

-5.10%

Shares6.8K

Event2025-12-31

Filed2026-02-03

SCHD

SCHWAB STRATEGIC TR

1.92%

Shares165.0K

Event2025-12-31

Filed2026-02-03

SHOP

SHOPIFY INC

-0.48%

Shares26.8K

Event2025-12-31

Filed2026-02-03

AMGN

AMGEN INC

-20.53%

Shares12.7K

Event2025-12-31

Filed2026-02-03

VANGUARD INDEX FDS

8.72%

Shares15.6K

Event2025-12-31

Filed2026-02-03

MGK

VANGUARD WORLD FD

-4.90%

Shares9.6K

Event2025-12-31

Filed2026-02-03

VCSH

VANGUARD SCOTTSDALE FDS

-3.26%

Shares48.9K

Event2025-12-31

Filed2026-02-03

WFC

WELLS FARGO CO NEW

-0.50%

Shares40.8K

Event2025-12-31

Filed2026-02-03

TOTL

SSGA ACTIVE ETF TR

-8.21%

Shares90.1K

Event2025-12-31

Filed2026-02-03

KLAC

KLA CORP

0.22%

Shares2.7K

Event2025-12-31

Filed2026-02-03

MGV

VANGUARD WORLD FD

-8.29%

Shares23.2K

Event2025-12-31

Filed2026-02-03

VYM

VANGUARD WHITEHALL FDS

-1.25%

Shares21.7K

Event2025-12-31

Filed2026-02-03

QCOM

QUALCOMM INC

-1.46%

Shares18.0K

Event2025-12-31

Filed2026-02-03

BAC

BANK AMERICA CORP

1.38%

Shares53.3K

Event2025-12-31

Filed2026-02-03

IBM

INTERNATIONAL BUSINESS MACHS

-4.66%

Shares9.8K

Event2025-12-31

Filed2026-02-03

IVV

ISHARES TR

15.62%

Shares4.2K

Event2025-12-31

Filed2026-02-03

VTI

VANGUARD INDEX FDS

4.16%

Shares8.3K

Event2025-12-31

Filed2026-02-03

RTX

RTX CORPORATION

0.34%

Shares14.7K

Event2025-12-31

Filed2026-02-03

SPHQ

INVESCO EXCHANGE TRADED FD T

-7.42%

Shares32.1K

Event2025-12-31

Filed2026-02-03

IWB

ISHARES TR

-3.24%

Shares6.3K

Event2025-12-31

Filed2026-02-03

SCHW

SCHWAB CHARLES CORP

-11.52%

Shares22.7K

Event2025-12-31

Filed2026-02-03

FLOT

ISHARES TR

-6.69%

Shares44.4K

Event2025-12-31

Filed2026-02-03

XLV

SELECT SECTOR SPDR TR

340.25%

Shares13.3K

Event2025-12-31

Filed2026-02-03

IVW

ISHARES TR

4.39%

Shares16.3K

Event2025-12-31

Filed2026-02-03

VTV

VANGUARD INDEX FDS

-1.74%

Shares10.0K

Event2025-12-31

Filed2026-02-03

SBUX

STARBUCKS CORP

-4.26%

Shares22.5K

Event2025-12-31

Filed2026-02-03

MASTERCARD INCORPORATED

-4.88%

Shares3.2K

Event2025-12-31

Filed2026-02-03

LAM RESEARCH CORP

4.48%

Shares10.4K

Event2025-12-31

Filed2026-02-03

VUG

VANGUARD INDEX FDS

1.46%

Shares3.2K

Event2025-12-31

Filed2026-02-03

MELI

MERCADOLIBRE INC

-1.66%

Shares768

Event2025-12-31

Filed2026-02-03

AGG

ISHARES TR

3.11%

Shares14.9K

Event2025-12-31

Filed2026-02-03

ALTRIA GROUP INC

-0.24%

Shares25.6K

Event2025-12-31

Filed2026-02-03

PROCTER AND GAMBLE CO

-2.55%

Shares10.3K

Event2025-12-31

Filed2026-02-03

GLDM

WORLD GOLD TR

4.05%

Shares16.7K

Event2025-12-31

Filed2026-02-03

NAZ

NUVEEN ARIZONA QLTY MUN INC

0.44%

Shares119.3K

Event2025-12-31

Filed2026-02-03

HOOD

ROBINHOOD MKTS INC

-39.26%

Shares12.4K

Event2025-12-31

Filed2026-02-03

XLK

SELECT SECTOR SPDR TR

149.72%

Shares9.6K

Event2025-12-31

Filed2026-02-03

VANGUARD INDEX FDS

2.32%

Shares4.7K

Event2025-12-31

Filed2026-02-03

GE AEROSPACE

-6.54%

Shares4.4K

Event2025-12-31

Filed2026-02-03

NXPI

NXP SEMICONDUCTORS N V

0.00%

Shares6.3K

Event2025-12-31

Filed2026-02-03

IAUM

ISHARES GOLD TR

167.12%

Shares31.7K

Event2025-12-31

Filed2026-02-03

XLRE

SELECT SECTOR SPDR TR

125.73%

Shares33.7K

Event2025-12-31

Filed2026-02-03

INVESCO EXCHANGE TRADED FD T

-3.38%

Shares7.0K

Event2025-12-31

Filed2026-02-03

XLU

SELECT SECTOR SPDR TR

94.98%

Shares29.7K

Event2025-12-31

Filed2026-02-03

SLV

ISHARES SILVER TR

9.59%

Shares19.5K

Event2025-12-31

Filed2026-02-03

CITIGROUP INC

4.35%

Shares10.6K

Event2025-12-31

Filed2026-02-03

BLACKSTONE INC

3.64%

Shares8.0K

Event2025-12-31

Filed2026-02-03

MAR

MARRIOTT INTL INC NEW

0.00%

Shares3.9K

Event2025-12-31

Filed2026-02-03

BOEING CO

61.47%

Shares5.6K

Event2025-12-31

Filed2026-02-03

CTAS

CINTAS CORP

-5.19%

Shares6.4K

Event2025-12-31

Filed2026-02-03

LOW

LOWES COS INC

0.00%

Shares4.8K

Event2025-12-31

Filed2026-02-03

XLE

SELECT SECTOR SPDR TR

90.97%

Shares26.0K

Event2025-12-31

Filed2026-02-03

LINDE PLC

-0.73%

Shares2.6K

Event2025-12-31

Filed2026-02-03

EFA

ISHARES TR

3.81%

Shares11.4K

Event2025-12-31

Filed2026-02-03

DIS

DISNEY WALT CO

-1.19%

Shares9.5K

Event2025-12-31

Filed2026-02-03

HON

HONEYWELL INTL INC

2.33%

Shares5.4K

Event2025-12-31

Filed2026-02-03

SRE

SEMPRA

-2.21%

Shares11.2K

Event2025-12-31

Filed2026-02-03

GLD

SPDR GOLD TR

4.18%

Shares2.5K

Event2025-12-31

Filed2026-02-03

VGT

VANGUARD WORLD FD

-2.91%

Shares1.3K

Event2025-12-31

Filed2026-02-03

UBIQUITI INC

-7.57%

Shares1.7K

Event2025-12-31

Filed2026-02-03

SDY

SPDR SERIES TRUST

-8.15%

Shares6.6K

Event2025-12-31

Filed2026-02-03

IYZ

ISHARES TR

107.18%

Shares26.8K

Event2025-12-31

Filed2026-02-03

TRV

TRAVELERS COMPANIES INC

0.00%

Shares3.1K

Event2025-12-31

Filed2026-02-03

REALTY INCOME CORP

0.22%

Shares15.7K

Event2025-12-31

Filed2026-02-03

ANGL

VANECK ETF TRUST

0.00%

Shares30.0K

Event2025-12-31

Filed2026-02-03

IWF

ISHARES TR

4.06%

Shares1.8K

Event2025-12-31

Filed2026-02-03

ROST

ROSS STORES INC

0.00%

Shares4.7K

Event2025-12-31

Filed2026-02-03

BABA

ALIBABA GROUP HLDG LTD

2.61%

Shares5.7K

Event2025-12-31

Filed2026-02-03

SOUTHERN CO

43.13%

Shares9.5K

Event2025-12-31

Filed2026-02-03

SPYG

SPDR SERIES TRUST

51.75%

Shares7.8K

Event2025-12-31

Filed2026-02-03

GILD

GILEAD SCIENCES INC

1.15%

Shares6.6K

Event2025-12-31

Filed2026-02-03

FICO

FAIR ISAAC CORP

-1.05%

Shares470

Event2025-12-31

Filed2026-02-03

MAGNUM ICE CREAM CO NV

New

Shares48.9K

Event2025-12-31

Filed2026-02-03

QUAL

ISHARES TR

25.82%

Shares3.9K

Event2025-12-31

Filed2026-02-03

SYK

STRYKER CORPORATION

13.02%

Shares2.2K

Event2025-12-31

Filed2026-02-03

MINT

PIMCO ETF TR

4.07%

Shares7.6K

Event2025-12-31

Filed2026-02-03

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2025-12-31

Filed2026-02-03

FIS

FIDELITY NATL INFORMATION SV

-1.85%

Shares11.3K

Event2025-12-31

Filed2026-02-03

SPGI

S&P GLOBAL INC

-0.77%

Shares1.4K

Event2025-12-31

Filed2026-02-03

GLW

CORNING INC

0.36%

Shares8.4K

Event2025-12-31

Filed2026-02-03

AT&T INC

-7.64%

Shares29.3K

Event2025-12-31

Filed2026-02-03

INTC

INTEL CORP

8.31%

Shares19.7K

Event2025-12-31

Filed2026-02-03

CMI

CUMMINS INC

0.35%

Shares1.4K

Event2025-12-31

Filed2026-02-03

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares13.4K

Event2025-12-31

Filed2026-02-03

PFFD

GLOBAL X FDS

0.03%

Shares38.0K

Event2025-12-31

Filed2026-02-03

VCLT

VANGUARD SCOTTSDALE FDS

14.62%

Shares9.5K

Event2025-12-31

Filed2026-02-03

CRM

SALESFORCE INC

-3.62%

Shares2.7K

Event2025-12-31

Filed2026-02-03

GEV

GE VERNOVA INC

-6.31%

Shares1.1K

Event2025-12-31

Filed2026-02-03

ACWI

ISHARES TR

0.00%

Shares4.8K

Event2025-12-31

Filed2026-02-03

HACK

AMPLIFY ETF TR

-0.22%

Shares8.3K

Event2025-12-31

Filed2026-02-03

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.2K

Event2025-12-31

Filed2026-02-03

SPG

SIMON PPTY GROUP INC NEW

-41.71%

Shares3.6K

Event2025-12-31

Filed2026-02-03

UPS

UNITED PARCEL SERVICE INC

0.00%

Shares6.6K

Event2025-12-31

Filed2026-02-03

TIP

ISHARES TR

-13.38%

Shares5.9K

Event2025-12-31

Filed2026-02-03

DEERE & CO

-7.42%

Shares1.4K

Event2025-12-31

Filed2026-02-03

ABT

ABBOTT LABS

-3.29%

Shares5.1K

Event2025-12-31

Filed2026-02-03

BOC

BOSTON OMAHA CORP

-1.28%

Shares51.4K

Event2025-12-31

Filed2026-02-03

DUKE ENERGY CORP NEW

1.03%

Shares5.4K

Event2025-12-31

Filed2026-02-03

CAH

CARDINAL HEALTH INC

0.00%

Shares3.0K

Event2025-12-31

Filed2026-02-03

IJH

ISHARES TR

72.15%

Shares9.4K

Event2025-12-31

Filed2026-02-03

SCHG

SCHWAB STRATEGIC TR

35.81%

Shares18.9K

Event2025-12-31

Filed2026-02-03

ADBE

ADOBE INC

4.58%

Shares1.7K

Event2025-12-31

Filed2026-02-03

MORGAN STANLEY

1.08%

Shares3.3K

Event2025-12-31

Filed2026-02-03

ESGU

ISHARES TR

0.18%

Shares3.8K

Event2025-12-31

Filed2026-02-03

PHILIP MORRIS INTL INC

21.50%

Shares3.6K

Event2025-12-31

Filed2026-02-03

KKR & CO INC

0.00%

Shares4.4K

Event2025-12-31

Filed2026-02-03

IEMG

ISHARES INC

New

Shares8.4K

Event2025-12-31

Filed2026-02-03

NSC

NORFOLK SOUTHN CORP

2.49%

Shares1.9K

Event2025-12-31

Filed2026-02-03

SCHV

SCHWAB STRATEGIC TR

0.77%

Shares18.9K

Event2025-12-31

Filed2026-02-03

PEP

PEPSICO INC

6.46%

Shares3.8K

Event2025-12-31

Filed2026-02-03

XLC

SELECT SECTOR SPDR TR

New

Shares4.6K

Event2025-12-31

Filed2026-02-03

ARISTA NETWORKS INC

1.57%

Shares4.1K

Event2025-12-31

Filed2026-02-03

DIA

SPDR DOW JONES INDL AVERAGE

-1.60%

Shares1.1K

Event2025-12-31

Filed2026-02-03

HBAN

HUNTINGTON BANCSHARES INC

-9.43%

Shares30.1K

Event2025-12-31

Filed2026-02-03

IBIT

ISHARES BITCOIN TRUST ETF

-56.51%

Shares10.4K

Event2025-12-31

Filed2026-02-03

WEC ENERGY GROUP INC

0.85%

Shares4.9K

Event2025-12-31

Filed2026-02-03

SOXX

ISHARES TR

-24.80%

Shares1.7K

Event2025-12-31

Filed2026-02-03

SMH

VANECK ETF TRUST

18.63%

Shares1.4K

Event2025-12-31

Filed2026-02-03

ENERGY TRANSFER L P

-6.10%

Shares29.8K

Event2025-12-31

Filed2026-02-03

NOW

SERVICENOW INC

400.00%

Shares3.1K

Event2025-12-31

Filed2026-02-03

VTEB

VANGUARD MUN BD FDS

0.45%

Shares9.4K

Event2025-12-31

Filed2026-02-03

FTSL

FIRST TR EXCHANGE-TRADED FD

1.65%

Shares10.1K

Event2025-12-31

Filed2026-02-03

AKAM

AKAMAI TECHNOLOGIES INC

-3.64%

Shares5.3K

Event2025-12-31

Filed2026-02-03

FNDF

SCHWAB STRATEGIC TR

65.79%

Shares10.2K

Event2025-12-31

Filed2026-02-03

VEA

VANGUARD TAX-MANAGED FDS

-28.49%

Shares7.4K

Event2025-12-31

Filed2026-02-03

AXP

AMERICAN EXPRESS CO

-4.26%

Shares1.2K

Event2025-12-31

Filed2026-02-03

LITE

LUMENTUM HLDGS INC

New

Shares1.2K

Event2025-12-31

Filed2026-02-03

MAMA

MAMAS CREATIONS INC

0.00%

Shares32.8K

Event2025-12-31

Filed2026-02-03

OSK

OSHKOSH CORP

0.00%

Shares3.5K

Event2025-12-31

Filed2026-02-03

ADI

ANALOG DEVICES INC

0.00%

Shares1.6K

Event2025-12-31

Filed2026-02-03

SNOW

SNOWFLAKE INC

-83.17%

Shares2.0K

Event2025-12-31

Filed2026-02-03

MTUM

ISHARES TR

-3.22%

Shares1.7K

Event2025-12-31

Filed2026-02-03

EPD

ENTERPRISE PRODS PARTNERS L

-12.69%

Shares13.6K

Event2025-12-31

Filed2026-02-03

AWR

AMER STATES WTR CO

0.00%

Shares6.0K

Event2025-12-31

Filed2026-02-03

MAIN

MAIN STR CAP CORP

-13.53%

Shares6.9K

Event2025-12-31

Filed2026-02-03

VANGUARD INDEX FDS

-9.80%

Shares1.3K

Event2025-12-31

Filed2026-02-03

KMI

KINDER MORGAN INC DEL

-2.60%

Shares15.0K

Event2025-12-31

Filed2026-02-03

PFE

PFIZER INC

-6.57%

Shares16.6K

Event2025-12-31

Filed2026-02-03

ISHARES GOLD TR

0.00%

Shares5.0K

Event2025-12-31

Filed2026-02-03

CHKP

CHECK POINT SOFTWARE TECH LT

-5.81%

Shares2.2K

Event2025-12-31

Filed2026-02-03

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.0K

Event2025-12-31

Filed2026-02-03

ITW

ILLINOIS TOOL WKS INC

-0.48%

Shares1.6K

Event2025-12-31

Filed2026-02-03

SCCO

SOUTHERN COPPER CORP

0.79%

Shares2.8K

Event2025-12-31

Filed2026-02-03

ESS

ESSEX PPTY TR INC

21.69%

Shares1.5K

Event2025-12-31

Filed2026-02-03

URI

UNITED RENTALS INC

0.00%

Shares498

Event2025-12-31

Filed2026-02-03

ETFS GOLD TR

14.26%

Shares9.6K

Event2025-12-31

Filed2026-02-03

WASTE MGMT INC DEL

0.28%

Shares1.8K

Event2025-12-31

Filed2026-02-03

MICRON TECHNOLOGY INC

-0.22%

Shares1.4K

Event2025-12-31

Filed2026-02-03

NUE

NUCOR CORP

-6.14%

Shares2.3K

Event2025-12-31

Filed2026-02-03

XEL

XCEL ENERGY INC

-0.59%

Shares5.1K

Event2025-12-31

Filed2026-02-03

IJR

ISHARES TR

-6.03%

Shares3.0K

Event2025-12-31

Filed2026-02-03

TJX

TJX COS INC NEW

-0.56%

Shares2.3K

Event2025-12-31

Filed2026-02-03

MEDTRONIC PLC

-9.40%

Shares3.7K

Event2025-12-31

Filed2026-02-03

ITOT

ISHARES TR

25.64%

Shares2.4K

Event2025-12-31

Filed2026-02-03

XLY

SELECT SECTOR SPDR TR

New

Shares2.9K

Event2025-12-31

Filed2026-02-03

PWV

INVESCO EXCHANGE TRADED FD T

3.11%

Shares5.2K

Event2025-12-31

Filed2026-02-03

ENB

ENBRIDGE INC

0.00%

Shares7.1K

Event2025-12-31

Filed2026-02-03

OKE

ONEOK INC NEW

0.00%

Shares4.5K

Event2025-12-31

Filed2026-02-03

CMCSA

COMCAST CORP NEW

-5.72%

Shares11.1K

Event2025-12-31

Filed2026-02-03

CSX

CSX CORP

1.19%

Shares8.9K

Event2025-12-31

Filed2026-02-03

IEF

ISHARES TR

28.00%

Shares3.3K

Event2025-12-31

Filed2026-02-03

XNTK

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2025-12-31

Filed2026-02-03

THE CIGNA GROUP

5.19%

Shares1.1K

Event2025-12-31

Filed2026-02-03

CANADIAN PACIFIC KANSAS CITY

1.19%

Shares4.2K

Event2025-12-31

Filed2026-02-03

MPLX

MPLX LP

-26.23%

Shares5.7K

Event2025-12-31

Filed2026-02-03

BROADRIDGE FINL SOLUTIONS IN

New

Shares1.3K

Event2025-12-31

Filed2026-02-03

COF

CAPITAL ONE FINL CORP

-7.92%

Shares1.2K

Event2025-12-31

Filed2026-02-03

IDV

ISHARES TR

0.38%

Shares7.5K

Event2025-12-31

Filed2026-02-03

CMG

CHIPOTLE MEXICAN GRILL INC

-96.27%

Shares7.9K

Event2025-12-31

Filed2026-02-03

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.0K

Event2025-12-31

Filed2026-02-03

BANK NEW YORK MELLON CORP

0.00%

Shares2.5K

Event2025-12-31

Filed2026-02-03

IEFA

ISHARES TR

17.85%

Shares3.2K

Event2025-12-31

Filed2026-02-03

DFUV

DIMENSIONAL ETF TRUST

1.31%

Shares6.1K

Event2025-12-31

Filed2026-02-03

TWLO

TWILIO INC

0.00%

Shares2.0K

Event2025-12-31

Filed2026-02-03

EXPE

EXPEDIA GROUP INC

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-03

GENERAL MTRS CO

-9.94%

Shares3.4K

Event2025-12-31

Filed2026-02-03

DOMINION ENERGY INC

0.00%

Shares4.7K

Event2025-12-31

Filed2026-02-03

UBER

UBER TECHNOLOGIES INC

2.10%

Shares3.4K

Event2025-12-31

Filed2026-02-03

SCHX

SCHWAB STRATEGIC TR

-19.86%

Shares10.2K

Event2025-12-31

Filed2026-02-03

ROCKET LAB CORP

New

Shares3.8K

Event2025-12-31

Filed2026-02-03

MMM

3M CO

15.23%

Shares1.7K

Event2025-12-31

Filed2026-02-03

CONSOLIDATED EDISON INC

0.00%

Shares2.7K

Event2025-12-31

Filed2026-02-03

NEM

NEWMONT CORP

0.00%

Shares2.7K

Event2025-12-31

Filed2026-02-03

NEAR

ISHARES U S ETF TR

0.00%

Shares5.1K

Event2025-12-31

Filed2026-02-03

IWD

ISHARES TR

-0.48%

Shares1.2K

Event2025-12-31

Filed2026-02-03

MSI

MOTOROLA SOLUTIONS INC

1.65%

Shares677

Event2025-12-31

Filed2026-02-03

MCO

MOODYS CORP

0.20%

Shares507

Event2025-12-31

Filed2026-02-03

DHR

DANAHER CORPORATION

2.47%

Shares1.1K

Event2025-12-31

Filed2026-02-03

BKNG

BOOKING HOLDINGS INC

New

Shares47

Event2025-12-31

Filed2026-02-03

CTVA

CORTEVA INC

0.66%

Shares3.7K

Event2025-12-31

Filed2026-02-03

VPU

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2025-12-31

Filed2026-02-03

NOBL

PROSHARES TR

2.52%

Shares2.3K

Event2025-12-31

Filed2026-02-03

DEUTSCHE BANK A G

1.78%

Shares6.2K

Event2025-12-31

Filed2026-02-03

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares9.1K

Event2025-12-31

Filed2026-02-03

TMUS

T-MOBILE US INC

0.00%

Shares1.2K

Event2025-12-31

Filed2026-02-03

NMT

NUVEEN MASSACHUSETS QLT MUN

0.00%

Shares21.0K

Event2025-12-31

Filed2026-02-03

NDAQ

NASDAQ INC

0.00%

Shares2.4K

Event2025-12-31

Filed2026-02-03

JBL

JABIL INC

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-03

BTI

BRITISH AMERN TOB PLC

-8.86%

Shares4.1K

Event2025-12-31

Filed2026-02-03

GVA

GRANITE CONSTR INC

0.00%

Shares2.0K

Event2025-12-31

Filed2026-02-03

UAL

UNITED AIRLS HLDGS INC

New

Shares2.0K

Event2025-12-31

Filed2026-02-03

ALPS ETF TR

New

Shares4.8K

Event2025-12-31

Filed2026-02-03

WES

WESTERN MIDSTREAM PARTNERS L

1.97%

Shares5.6K

Event2025-12-31

Filed2026-02-03

INTU

INTUIT

-1.47%

Shares336

Event2025-12-31

Filed2026-02-03

ETHA

ISHARES ETHEREUM TR

New

Shares9.9K

Event2025-12-31

Filed2026-02-03

PML

PIMCO MUN INCOME FD II

1.45%

Shares29.2K

Event2025-12-31

Filed2026-02-03

ALL

ALLSTATE CORP

-32.52%

Shares1.1K

Event2025-12-31

Filed2026-02-03

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares371

Event2025-12-31

Filed2026-02-03

WDAY

WORKDAY INC

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-03

CEG

CONSTELLATION ENERGY CORP

New

Shares603

Event2025-12-31

Filed2026-02-03

XLF

SELECT SECTOR SPDR TR

4.06%

Shares3.9K

Event2025-12-31

Filed2026-02-03

LINC

LINCOLN EDL SVCS CORP

0.00%

Shares8.8K

Event2025-12-31

Filed2026-02-03

SCI

SERVICE CORP INTL

0.00%

Shares2.7K

Event2025-12-31

Filed2026-02-03

SPSM

SPDR SERIES TRUST

New

Shares4.5K

Event2025-12-31

Filed2026-02-03

JCI

JOHNSON CTLS INTL PLC

New

Shares1.7K

Event2025-12-31

Filed2026-02-03

NTRA

NATERA INC

New

Shares900

Event2025-12-31

Filed2026-02-03

FISERV INC

-29.73%

Shares3.1K

Event2025-12-31

Filed2026-02-03

SPYM

SPDR SERIES TRUST

New

Shares2.5K

Event2025-12-31

Filed2026-02-03

MGC

VANGUARD WORLD FD

New

Shares813

Event2025-12-31

Filed2026-02-03

HDB

HDFC BANK LTD

New

Shares5.6K

Event2025-12-31

Filed2026-02-03

LNG

CHENIERE ENERGY INC

0.19%

Shares1.0K

Event2025-12-31

Filed2026-02-03

PNC

PNC FINL SVCS GROUP INC

New

Shares969

Event2025-12-31

Filed2026-02-03

ADSK

AUTODESK INC

0.00%

Shares680

Event2025-12-31

Filed2026-02-03

AXON

AXON ENTERPRISE INC

-2.75%

Shares353

Event2025-12-31

Filed2026-02-03

CHI

CALAMOS CONV OPPORTUNITIES &

36.65%

Shares16.8K

Event2025-12-31

Filed2026-02-03

SKYH.WS

SKY HARBOUR GROUP CORPORATIO

-1.70%

Shares271.1K

Event2025-12-31

Filed2026-02-03

SKYH

SKY HARBOUR GROUP CORPORATIO

17.79%

Shares18.2K

Event2025-12-31

Filed2026-02-03

JPC

NUVEEN PFD & INCOME OPPORTUN

-3.98%

Shares16.1K

Event2025-12-31

Filed2026-02-03

GGN

GAMCO GLOBAL GOLD NAT RES &

New

Shares23.3K

Event2025-12-31

Filed2026-02-03

GRAB

GRAB HOLDINGS LIMITED

0.00%

Shares23.3K

Event2025-12-31

Filed2026-02-03

PHK

PIMCO HIGH INCOME FD

-5.29%

Shares21.0K

Event2025-12-31

Filed2026-02-03

NMFC

NEW MTN FIN CORP

New

Shares10.2K

Event2025-12-31

Filed2026-02-03

ABSI

ABSCI CORPORATION

0.00%

Shares26.2K

Event2025-12-31

Filed2026-02-03

DHY

CREDIT SUISSE HIGH YIELD CRE

0.00%

Shares35.0K

Event2025-12-31

Filed2026-02-03

OMCC

OLD MKT CAP CORP

0.00%

Shares13.4K

Event2025-12-31

Filed2026-02-03

RCS

PIMCO STRATEGIC INCOME FD

0.00%

Shares12.0K

Event2025-12-31

Filed2026-02-03

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION100 shares0.00%2025-12-312026-02-03

NVDA Call

NVIDIA CORPORATION

0.00%

Shares100

Event2025-12-31

Filed2026-02-03

Put Option Holdings

No put option holdings data available