The Analysis of American Trust's Holdings


Currently, American Trust holds 327 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VUG (+97.0K shares, valued at $46.5M), JMUB (+478.2K shares, valued at $24.1M), JGRO (+178.6K shares, valued at $16.7M); decreased their positions in MGK (-109.4K shares, valued at $44.0M), VOO (-12.7K shares, valued at $7.8M), DGRO (-90.6K shares, valued at $6.2M); initiated new positions in JMUB (+478.2K shares, valued at $24.1M), JFLX (+105.5K shares, valued at $5.3M), GLDM (+55.8K shares, valued at $4.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD S&P 500310.6K shares-3.92%2025-09-302025-11-17history
BIV VANGUARD INTERMED TERM BOND ETF1.1M shares8.26%2025-09-302025-11-17history
JGRO JPMORGAN ACTIVE GROWTH ETF633.8K shares39.24%2025-09-302025-11-17history
DGRO ISHARES CORE DIVIDEND GROWTH827.1K shares-9.87%2025-09-302025-11-17history
IJH ISHARES CORE S&P MID-CAP ETF791.4K shares1.11%2025-09-302025-11-17history
VB VANGUARD SMALL CAP ETF190.9K shares0.15%2025-09-302025-11-17history
VUG VANGUARD GROWTH ETF99.8K shares3483.01%2025-09-302025-11-17history
VO VANGUARD MID CAP INDEX ETF117.7K shares-1.27%2025-09-302025-11-17history
Sponsored
QQQ INVESCO QQQ TRUST47.6K shares10.88%2025-09-302025-11-17history
VEA VANGUARD FTSE DEVELOPED MARKETS476.7K shares0.52%2025-09-302025-11-17history
JPST JP MORGAN ULTRA SHORT INCOME ET523.5K shares1.19%2025-09-302025-11-17history
JMUB JPMORGAN MUNICIPAL ETF478.2K sharesnew addition2025-09-302025-11-17history
MSFT MICROSOFT37.3K shares-2.12%2025-09-302025-11-17history
AAPL APPLE INC71.7K shares0.75%2025-09-302025-11-17history
JPM JP MORGAN CHASE37.3K shares0.20%2025-09-302025-11-17history
VWO VANGUARD FTSE EMERGING MARKETS205.5K shares-2.73%2025-09-302025-11-17history
Sponsored
FNDX SCHWAB FUNDAMENTAL US LARGE COM401.7K shares-16.29%2025-09-302025-11-17history
NVDA NVIDIA CORP56.0K shares-3.96%2025-09-302025-11-17history
IMCG iShares Morningstar Mid-Cap Gro111.1K shares19.40%2025-09-302025-11-17history
SPY SPDR S&P 50012.7K shares0.72%2025-09-302025-11-17history
TSM TAIWAN SEMICONDUCTOR MFG CO LTD26.6K shares-6.46%2025-09-302025-11-17history
IVV ISHARES CORE S&P 500 ETF10.6K shares3.72%2025-09-302025-11-17history
TJX TJX COMPANIES47.6K shares-1.77%2025-09-302025-11-17history
APH AMPHENOL CORP52.2K shares-2.17%2025-09-302025-11-17history
Sponsored
AMZN AMAZON.COM INC28.8K shares-7.37%2025-09-302025-11-17history
VTV VANGUARD VALUE ETF33.9K shares247.90%2025-09-302025-11-17history
CTAS CINTAS CORP.30.5K shares-0.91%2025-09-302025-11-17history
JNJ JOHNSON & JOHNSON33.6K shares2.46%2025-09-302025-11-17history
COST COSTCO WHOLESALE CORP6.6K shares-1.82%2025-09-302025-11-17history
MA MASTERCARD INCORPORATED10.4K shares2.04%2025-09-302025-11-17history
KLAC KLA CORP.5.4K shares-6.70%2025-09-302025-11-17history
V VISA INC17.1K shares-2.02%2025-09-302025-11-17history
Sponsored
GOOGL ALPHABET, INC. CLASS A23.6K shares-4.55%2025-09-302025-11-17history
VIGI VANGUARD INTL DIV APPREC ETF62.2K shares-2.66%2025-09-302025-11-17history
ABBV ABBVIE INC23.8K shares-0.44%2025-09-302025-11-17history
JFLX JP MORGAN FLEXIBLE DEBT ETF105.5K sharesnew addition2025-09-302025-11-17history
IWF ISHARES RUSSELL 1000 GROWTH IND11.2K shares-44.82%2025-09-302025-11-17history
VTI VG TOTL STK VPRS15.9K shares1.80%2025-09-302025-11-17history
LLY ELI LILLY & CO6.4K shares4.30%2025-09-302025-11-17history
AOM ISHARES CORE MODERATE ALLOCATIO98.7K shares0.62%2025-09-302025-11-17history
Sponsored
IAU ISHARES GOLD TRUST63.9K shares1.07%2025-09-302025-11-17history
JMEE JPMorgan Small & Mid Cap Enh Eq72.0K shares-4.77%2025-09-302025-11-17history
HD HOME DEPOT INC.11.1K shares-0.96%2025-09-302025-11-17history
SPYG SPDR S&P 500 GROWTH ETF42.7K shares1.96%2025-09-302025-11-17history
SCHG SCHWAB US LARGE-CAP GROWTH ETF137.1K shares3.08%2025-09-302025-11-17history
GLDM SPDR Gold MiniShares55.8K sharesnew addition2025-09-302025-11-17history
META META PLATFORMS INC. CL A5.8K shares-9.63%2025-09-302025-11-17history
CMI CUMMINS INC10.0K shares-1.43%2025-09-302025-11-17history
Sponsored
SCHW SCHWAB CORP44.0K shares-1.87%2025-09-302025-11-17history
SDY SPDR S&P DIVIDEND ETF29.6K shares-0.94%2025-09-302025-11-17history
ABT ABBOTT LAB30.9K shares-1.00%2025-09-302025-11-17history
USHY ISHARES BROAD USD HIGH YLD CORP107.5K shares-18.17%2025-09-302025-11-17history
DE DEERE CO8.6K shares-2.01%2025-09-302025-11-17history
PEP PEPSI CO26.6K shares2.05%2025-09-302025-11-17history
SYK STRYKER CORP9.7K shares-1.74%2025-09-302025-11-17history
HON HONEYWELL INTERNATIONAL INC17.0K shares-2.03%2025-09-302025-11-17history
Sponsored
JEPI JPMORGAN EQUITY PREMIUM INCOME62.1K shares2.82%2025-09-302025-11-17history
EOG EOG RESOURCES31.2K shares0.96%2025-09-302025-11-17history
NEE NEXTERA ENERGY INC.45.9K shares-1.41%2025-09-302025-11-17history
ACN ACCENTURE PLC13.6K shares-1.35%2025-09-302025-11-17history
AVGO BROADCOM INC.10.2K shares6.03%2025-09-302025-11-17history
PH PARKER-HANNIFIN CORP4.2K shares-1.99%2025-09-302025-11-17history
MMC MARSH & MCLENNAN COMPANIES, INC15.9K shares-1.77%2025-09-302025-11-17history
BLK BLACKROCK INC2.6K shares-2.30%2025-09-302025-11-17history
Sponsored
PRN Invesco Dorsey Wright Industria17.7K shares-3.39%2025-09-302025-11-17history
TXN TEXAS INSTRUMENTS16.3K shares-1.81%2025-09-302025-11-17history
PAYX PAYCHEX INC23.3K shares-5.00%2025-09-302025-11-17history
DHI D.R. HORTON INCORPORATED17.0K shares-0.75%2025-09-302025-11-17history
PG PROCTER & GAMBLE18.3K shares-0.95%2025-09-302025-11-17history
CNQ CANADIAN NATURAL RESOURCES LTD84.8K shares-1.17%2025-09-302025-11-17history
TMO THERMO FISHER SCIENTIFIC INC5.5K shares-2.30%2025-09-302025-11-17history
DG DOLLAR GENERAL CORPORATION25.9K shares-1.64%2025-09-302025-11-17history
Sponsored
ZTS ZOETIS INC.17.3K shares-0.90%2025-09-302025-11-17history
BR BROADRIDGE FINANCIAL SOLUTIONS,10.6K shares-1.94%2025-09-302025-11-17history
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM42.8K shares0.81%2025-09-302025-11-17history
SHW SHERWIN WILLIAMS CO.7.0K shares-1.42%2025-09-302025-11-17history
DOV DOVER CORPORATION13.8K shares-2.10%2025-09-302025-11-17history
BND VANGUARD TOTAL BOND MARKET ETF30.3K shares81.31%2025-09-302025-11-17history
JAAA JANUS HENDERSON AAA CLO ETF43.8K shares295.05%2025-09-302025-11-17history
IEMG ISHARES CORE MSCI EMERGING MARK32.1K shares2.74%2025-09-302025-11-17history
Sponsored
IWP ISHARES RUSSELL MID CAP GROWTH14.8K shares-20.75%2025-09-302025-11-17history
CMCSA COMCAST CORPORATION66.0K shares-0.46%2025-09-302025-11-17history
NKE NIKE, INC29.4K shares-2.56%2025-09-302025-11-17history
IWD ISHARES RUSSELL 1000 VALUE INDE10.0K shares-26.08%2025-09-302025-11-17history
VGT VANGUARD INFORMATION TECHNOLOGY2.7K shares3.66%2025-09-302025-11-17history
ROP ROPER INDUSTRIES INC.4.0K shares-1.42%2025-09-302025-11-17history
ANET ARISTA NETWORKS INC13.5K shares-23.46%2025-09-302025-11-17history
WRB WR BERKLEY CORP.25.1K shares-0.05%2025-09-302025-11-17history
Sponsored
SPGI S&P GLOBAL INC.3.7K shares-0.29%2025-09-302025-11-17history
SCHV SCHWAB US LARGE CAP VALUE ETF59.3K shares12.22%2025-09-302025-11-17history
TSCO TRACTOR SUPPLY30.0K shares-0.20%2025-09-302025-11-17history
GOOG ALPHABET, INC. CLASS C6.8K shares-13.76%2025-09-302025-11-17history
IJJ ISHARES S&P MIDCAP 400 VALUE IN12.7K shares-0.10%2025-09-302025-11-17history
XLK TECHNOLOGY SELECT SECTOR SPDR5.8K shares39.02%2025-09-302025-11-17history
ILCB ISHARES MORNINGSTAR U.S. EQUITY17.3K shares0.54%2025-09-302025-11-17history
BRK.B BERKSHIRE HATHAWAY INC CLASS B3.2K shares2.42%2025-09-302025-11-17history
Sponsored
IEF ISHARES BARCLAYS 7-10 YEAR TREA16.4K sharesnew addition2025-09-302025-11-17history
MGK Vanguard Mega Cap Growth ETF3.9K shares-96.57%2025-09-302025-11-17history
GSLC Goldman Sachs ActiveBeta US LgC11.0K shares3.35%2025-09-302025-11-17history
IWS ISHARES RUSSELL MIDCAP VALUE IN10.1K shares-11.25%2025-09-302025-11-17history
NFLX NETFLIX INC.1.2K shares-24.42%2025-09-302025-11-17history
ASML ASML HOLDING NV1.4K shares4.64%2025-09-302025-11-17history
URI UNITED RENTALS INC1.4K shares2.98%2025-09-302025-11-17history
JBHT HUNT J B TRANS SVCS INC9.6K shares-1.99%2025-09-302025-11-17history
Sponsored
IVW ISHARES S&P GROWTH INDEX FD10.5K shares-7.51%2025-09-302025-11-17history
IDXX IDEXX LABORATORIES INC1.9K shares17.15%2025-09-302025-11-17history
TSLA TESLA MOTORS INC.2.8K shares3.18%2025-09-302025-11-17history
ADBE ADOBE SYS INC3.5K shares14.54%2025-09-302025-11-17history
GLD SPDR GOLD TRGOLD SHS3.4K shares-18.50%2025-09-302025-11-17history
AHR American Healthcare REIT Inc Or28.5K sharesnew addition2025-09-302025-11-17history
WMT WALMART INC.11.6K shares-0.22%2025-09-302025-11-17history
DBP Invesco DB Precious Metals Fund13.3K shares-4.39%2025-09-302025-11-17history
Sponsored
RPG SHARES S&P 500 PURE GROWTH PORT24.3K shares2.96%2025-09-302025-11-17history
SCHD SCHWAB US DIVIDEND EQUITY42.3K shares140.43%2025-09-302025-11-17history
XMMO Invesco S&P MidCap Momentum ETF8.4K shares1.51%2025-09-302025-11-17history
IWO ISHARES RUSSELL 2000 GROWTH IND3.5K shares3.75%2025-09-302025-11-17history
VOE VANGUARD MID CAP VALUE ETF6.3K shares12.79%2025-09-302025-11-17history
VBK VANGUARD SMALL CAP GROWTH ETF3.7K shares7.01%2025-09-302025-11-17history
RSPU Invesco S&P 500 Equal Weight Ut14.3K shares1.35%2025-09-302025-11-17history
IEFA ISHARES CORE MSCI EAFE ETF12.4K shares2.64%2025-09-302025-11-17history
Sponsored
RACE Ferrari N.V.2.2K shares1.00%2025-09-302025-11-17history
PGR PROGRESSIVE CORP.4.3K shares-1.89%2025-09-302025-11-17history
SCHX SCHWAB US LARGE CAP39.4K sharesnew addition2025-09-302025-11-17history
IJR ISHARES CORE S&P SMALL-CAP ETF8.7K shares-1.16%2025-09-302025-11-17history
IMCB iShares Morningstar Mid Core In12.1K sharesnew addition2025-09-302025-11-17history
VGSH VANGUARD SHORT TERM GOVERNMENT16.7K shares0.53%2025-09-302025-11-17history
TFC TRUIST FINANCIAL CORP.20.9K shares5.60%2025-09-302025-11-17history
NOW ServiceNow Inc1.0K shares1.78%2025-09-302025-11-17history
Sponsored
VNQ VANGUARD REAL ESTATE ETF10.3K shares-5.85%2025-09-302025-11-17history
OEF ISHARES S&P 100 INDEX FUND2.8K shares0.65%2025-09-302025-11-17history
FIBK FIRST INTERSTATE BANCSYSTEM INC28.6K shares0.00%2025-09-302025-11-17history
XOM EXXON MOBIL CORP7.9K shares72.72%2025-09-302025-11-17history
MPWR MONOLITHIC POWER SYSTEMS967 shares153.14%2025-09-302025-11-17history
IVE ISHARES S&P 500 VAL IDX FD4.3K shares4.29%2025-09-302025-11-17history
AGG ISHARES BARCLAYS AGGREGATE BD F8.6K shares25.59%2025-09-302025-11-17history
IGSB ISHARES SHORT-TERM CORPORATE BO14.6K shares7.67%2025-09-302025-11-17history
Sponsored
FTAI FTAI AVIATION LTD4.6K shares-13.26%2025-09-302025-11-17history
SPSM SPDR PORTFOLIO SMALL CAP ETF16.3K shares-7.25%2025-09-302025-11-17history
SCHA SCHWAB US SMALL CAP27.0K shares-1.91%2025-09-302025-11-17history
INTU INTUIT INC1.1K shares1.20%2025-09-302025-11-17history
BKNG BOOKING HOLDINGS INC.138 shares-9.21%2025-09-302025-11-17history
APP AppLovin Corp Cl A1.0K shares-6.85%2025-09-302025-11-17history
VPU VANGUARD UTILITIES ETF3.8K shares1.56%2025-09-302025-11-17history
SCHF SCHWAB INTERNATIONAL EQUITY ETF30.1K shares41.64%2025-09-302025-11-17history
Sponsored
IWY ISHARES RUSSELL TOP 200 GROWTH2.5K shares1.45%2025-09-302025-11-17history
CB CHUBB LTD2.4K shares8.96%2025-09-302025-11-17history
MCD MCDONALDS2.2K shares0.00%2025-09-302025-11-17history
ESML iShares ESG Aware MSCI USA Smal14.7K shares4.54%2025-09-302025-11-17history
BBLU EA BRIDGEWAY BLUE CHIP ETF43.7K shares-0.25%2025-09-302025-11-17history
BOND PIMCO ACTIVE BOND ETF7.0K shares2.59%2025-09-302025-11-17history
ITOT ISHARES CORE S&P TOTAL US STOCK4.5K shares2.53%2025-09-302025-11-17history
CPRT COPART INC.14.2K shares2.12%2025-09-302025-11-17history
Sponsored
DIA SPDR DOW JONES INDUST AVERAGE E1.3K shares1.05%2025-09-302025-11-17history
LULU LULULEMON ATHLETICA INC3.4K shares-0.81%2025-09-302025-11-17history
CMG CHIPOTLE MEXICAN GRILL15.6K shares5.23%2025-09-302025-11-17history
VBR VANGUARD SMALL CAP VALUE ETF2.8K shares5.51%2025-09-302025-11-17history
VNLA JANUS HENDERSON SHORT DURATION11.6K sharesnew addition2025-09-302025-11-17history
BAC BANK OF AMERICA11.1K shares39.56%2025-09-302025-11-17history
EFV ISHARES MSCI EAFE VALUE ETF8.3K shares2.51%2025-09-302025-11-17history
CSCO CISCO SYS INC8.2K shares30.45%2025-09-302025-11-17history
Sponsored
CPAY CORPAY INC1.9K shares1.25%2025-09-302025-11-17history
ONEQ FIDELITY NASDAQ COMPOSITE ETF6.2K shares7.76%2025-09-302025-11-17history
ACWI iShares MSCI ACWI ETF4.0K shares2.48%2025-09-302025-11-17history
VHT VANGUARD HEALTH CARE ETF2.1K shares-8.21%2025-09-302025-11-17history
XLU The Utilities Select Sector SPD6.2K shares146.56%2025-09-302025-11-17history
IBDU iShares iBonds Dec 2029 Term Co22.9K sharesnew addition2025-09-302025-11-17history
IBDT iShares iBonds Dec 2028 Term Co21.0K sharesnew addition2025-09-302025-11-17history
IWN ISHARES RUSSELL 2000 VALUE INDE3.0K shares3.35%2025-09-302025-11-17history
Sponsored
IBDS iShares iBonds Dec 2027 Term Co22.0K sharesnew addition2025-09-302025-11-17history
IBDR iShares iBonds Dec 2026 Term Co22.0K sharesnew addition2025-09-302025-11-17history
IQLT ISHARES MSCI INTL QUALITY FACTO12.1K shares1.25%2025-09-302025-11-17history
VGIT VANGUARD INTERMEDIATE TERM GOVE8.7K sharesnew addition2025-09-302025-11-17history
IUSB iShares Core Total USD Bond Mar11.2K shares6.88%2025-09-302025-11-17history
VRTX VERTEX PHARM INC1.3K shares0.84%2025-09-302025-11-17history
EME EMCOR Group Inc790 shares-15.05%2025-09-302025-11-17history
GE GE AEROSPACE1.7K shares96.88%2025-09-302025-11-17history
Sponsored
QCOM QUALCOMM INC3.1K shares23.68%2025-09-302025-11-17history
IVOO Vanguard S&P Mid-Cap 400 Index4.6K shares3.78%2025-09-302025-11-17history
VCIT VANGUARD INTERMEDIATE-TERM CORP6.0K shares-13.50%2025-09-302025-11-17history
BUFG FT Cboe Vest Buffered Allocatio18.5K shares-0.37%2025-09-302025-11-17history
GS GOLDMAN SACHS GRP623 shares27.66%2025-09-302025-11-17history
SYBT STOCK YARDS BANCORP INC.6.9K shares0.00%2025-09-302025-11-17history
PNC PNC BANK2.4K shares100.85%2025-09-302025-11-17history
IUSV iShares Core S&P US Value ETF4.8K shares32.49%2025-09-302025-11-17history
Sponsored
QUAL ISHARES EDGE MSCI USA QUALITY F2.4K shares-72.95%2025-09-302025-11-17history
SHY ISHARES BARCLAYS 1-3 YR TREASUR5.6K shares39.28%2025-09-302025-11-17history
TIP ISHARES BARCLAYS TIPS BOND4.2K shares-6.65%2025-09-302025-11-17history
FDIS FIDELITY MSCI CONSUMER DISCRET4.5K sharesnew addition2025-09-302025-11-17history
XPO XPO LOGISTICS INC.3.5K shares-2.61%2025-09-302025-11-17history
VIG VANGUARD DIVIDEND APPRECIATION2.1K shares2.62%2025-09-302025-11-17history
FSTA Fidelity MSCI Consumer Staples8.9K sharesnew addition2025-09-302025-11-17history
SNOW SNOWFLAKE ORD SHRS CLASS A2.0K shares-10.77%2025-09-302025-11-17history
Sponsored
ATI ATI INC COM5.4K shares-18.56%2025-09-302025-11-17history
AFL AFLAC INC3.9K shares7.58%2025-09-302025-11-17history
SRLN SPDR Blackstone Senior Loan ETF10.5K shares1.26%2025-09-302025-11-17history
W WAYFAIR INC5.4K sharesnew addition2025-09-302025-11-17history
IBDQ iShares iBonds Dec 2025 Term Co17.2K shares0.00%2025-09-302025-11-17history
EEM ISHARES MSCI EMERGING MARKETS I8.0K shares12.75%2025-09-302025-11-17history
VV VANGUARD LARGE CAP ETF1.4K shares0.00%2025-09-302025-11-17history
MS MORGAN STANLEY2.7K shares40.53%2025-09-302025-11-17history
Sponsored
SPDW SPDR PORTFOLIO DEVELOPED WORLD9.7K shares73.33%2025-09-302025-11-17history
ORCL ORACLE CORP1.5K shares0.00%2025-09-302025-11-17history
RMD RESMED INC1.5K shares-8.44%2025-09-302025-11-17history
OKTA OKTA INC. CL A4.5K shares-8.87%2025-09-302025-11-17history
SE SEA LTD. ADR2.3K shares-2.07%2025-09-302025-11-17history
IUSG iShares Core S&P US Growth ETF2.4K shares7.28%2025-09-302025-11-17history
ICF ISHARES COHEN & STEERS REALTY M6.5K shares3.45%2025-09-302025-11-17history
SLV ISHARES SILVER TRUST9.4K shares-0.06%2025-09-302025-11-17history
Sponsored
JBL JABIL CIRCUIT INC1.8K shares20.24%2025-09-302025-11-17history
VRT Vertiv Hldg Co Class A2.6K shares-5.29%2025-09-302025-11-17history
CVNA Carvana Co Cl A1.0K shares-13.68%2025-09-302025-11-17history
VIOO Vanguard S&P Small-Cap 600 Inde3.4K shares3.55%2025-09-302025-11-17history
GWRE GUIDEWIRE SOFTWARE INC1.6K shares3.88%2025-09-302025-11-17history
PEGA Pegasystems Inc6.5K sharesnew addition2025-09-302025-11-17history
IBDV ISHARES IBONDS DEC 2030 TERM CO16.7K sharesnew addition2025-09-302025-11-17history
VZ VERIZON COMMUNICATN8.4K sharesnew addition2025-09-302025-11-17history
Sponsored
AMAT APPLIED MATLS INC1.8K shares0.00%2025-09-302025-11-17history
ADP AUTOMATIC DATA PROC1.2K shares0.00%2025-09-302025-11-17history
WFC WELLS FARGO & CO4.3K shares49.97%2025-09-302025-11-17history
BLDR BUILDERS FIRSTSOURCE INC3.0K shares9.53%2025-09-302025-11-17history
VEEV VEEVA SYSTEMS INC CLASS A1.2K shares8.39%2025-09-302025-11-17history
TOTL SPDR DOUBLELINE TOTAL RETURN TA8.8K shares2.23%2025-09-302025-11-17history
LOW LOWES COS INC1.4K shares55.78%2025-09-302025-11-17history
TER TERADYNE INC.2.6K sharesnew addition2025-09-302025-11-17history
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EXP Eagle Materials Inc1.5K shares-9.60%2025-09-302025-11-17history
XLY SECTOR CNSMR SPDR1.4K sharesnew addition2025-09-302025-11-17history
HLI HOULIHAN LOKEY INC CLASS A1.7K shares-12.50%2025-09-302025-11-17history
LITE LUMENTUM HOLDINGS INC.2.1K sharesnew addition2025-09-302025-11-17history
VOT VANGUARD MID CAP GROWTH ETF1.2K shares-3.10%2025-09-302025-11-17history
CRS CARPENTER TECHNOLOGY CORPORATIO1.4K shares-19.92%2025-09-302025-11-17history
RCL ROYAL CARIBBEAN GROUP1.0K shares5.14%2025-09-302025-11-17history
PXH Invesco FTSE RAFI Emerging Mark13.2K shares2.31%2025-09-302025-11-17history
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MCK MCKESSON CORP423 shares19.83%2025-09-302025-11-17history
FIX COMFORT SYSTEMS USA INC395 shares1.28%2025-09-302025-11-17history
DIS WALT DISNEY2.8K shares44.60%2025-09-302025-11-17history
XLF The Financial Select Sector SPD6.0K shares1.86%2025-09-302025-11-17history
SPOT SPOTIFY TECHNOLOGY SA460 shares-1.50%2025-09-302025-11-17history
SCHM SCHWAB US MID-CAP ETF10.7K shares41.31%2025-09-302025-11-17history
IJK ISHARES S&P MIDCAP 400 GROWTH I3.3K shares-2.77%2025-09-302025-11-17history
JVAL JPMorgan US Value Factor ETF6.6K shares1.37%2025-09-302025-11-17history
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VTIP Vanguard Shrt-Term Infl-Prot Se6.2K shares1.77%2025-09-302025-11-17history
MINT Pimco Enhanced Short Maturity E3.0K shares2.86%2025-09-302025-11-17history
EFG I SHARES MSCI EAFE GROWTH2.7K shares4.65%2025-09-302025-11-17history
MKL MARKEL CP HLDG CO158 shares-5.39%2025-09-302025-11-17history
BSV VANGUARD ST BOND ETF3.8K shares-23.22%2025-09-302025-11-17history
DVY ISHARES DOW JONES SELECT DIVIDE2.1K shares4.89%2025-09-302025-11-17history
T AT&T INC10.4K sharesnew addition2025-09-302025-11-17history
PM PHILIP MORRIS INTERNATIONAL, IN1.8K shares-1.90%2025-09-302025-11-17history
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TT TRANE TECHNOLOGIES PLC CLASS A680 shares3.03%2025-09-302025-11-17history
JPIN JPMORGAN DIVERSIFIED RETURN INT4.3K shares-0.91%2025-09-302025-11-17history
MTZ Mastec Inc1.3K shares10.95%2025-09-302025-11-17history
NSC NORFOLK SOUTHERN923 sharesnew addition2025-09-302025-11-17history
IWM ISHARES RUSSELL 2000 INDEX1.1K shares-20.64%2025-09-302025-11-17history
CAH CARDINAL HEALTH INC1.7K shares13.44%2025-09-302025-11-17history
GVA GRANITE CONSTRUCTION INC2.5K shares-12.28%2025-09-302025-11-17history
MMM 3M COMPANY1.7K shares28.35%2025-09-302025-11-17history
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FBND Fidelity Total Bond ETF5.8K sharesnew addition2025-09-302025-11-17history
AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2025-09-302025-11-17history
VYMI VANGUARD INTERNATIONAL HIGH DIV3.1K sharesnew addition2025-09-302025-11-17history
IBTF ISHARES TR IBONDS 25 TRM TS ETF11.3K shares0.00%2025-09-302025-11-17history
FLEX FLEXTRONICS INTL4.5K shares-17.83%2025-09-302025-11-17history
CVX CHEVRON CORP1.7K shares-34.17%2025-09-302025-11-17history
CACI CACI INTERNATIONAL INC.520 shares-13.76%2025-09-302025-11-17history
LQD ISHARES IBOXX $ INVEST GRADE CO2.3K shares2.97%2025-09-302025-11-17history
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PGX INVESCO PREFERRED ETF22.3K shares10.36%2025-09-302025-11-17history
CG THE CARLYLE GROUP LP4.1K shares-9.93%2025-09-302025-11-17history
CAT CATERPILLAR INC540 shares-34.15%2025-09-302025-11-17history
SAP SAP AG964 shares-2.43%2025-09-302025-11-17history
IWR ISHARES RUSSELL MIDCAP INDEX FD2.7K shares6.93%2025-09-302025-11-17history
KO COCA-COLA3.8K shares1.75%2025-09-302025-11-17history
MTDR MATADOR RESOURCES CO5.6K shares-6.31%2025-09-302025-11-17history
LYFT LYFT INC. CLASS A11.4K shares-8.09%2025-09-302025-11-17history
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COHR COHERENT CORP2.3K sharesnew addition2025-09-302025-11-17history
PSTG PURE STORAGE INC3.0K sharesnew addition2025-09-302025-11-17history
VST VISTRA ENERGY CORP.1.3K sharesnew addition2025-09-302025-11-17history
ICLR Icon PLC ADR1.4K shares-14.41%2025-09-302025-11-17history
AMGN AMGEN861 sharesnew addition2025-09-302025-11-17history
HXL HEXCEL CORP3.8K shares0.44%2025-09-302025-11-17history
WTFC WINTRUST FINL CORP1.8K shares-10.80%2025-09-302025-11-17history
RRX Regal Rexnord Corporation1.6K shares-16.28%2025-09-302025-11-17history
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UBER UBER TECHNOLOGIES INC.2.4K shares-4.03%2025-09-302025-11-17history
SLYV SPDR S&P 600 Small Cap Value ET2.6K sharesnew addition2025-09-302025-11-17history
EXEL EXELIXIS INC5.6K shares14.74%2025-09-302025-11-17history
LSCC LATTICE SEMICONDUCTOR CORP3.1K sharesnew addition2025-09-302025-11-17history
PLTR PALANTIR TECHNOLOGIES1.3K shares-24.10%2025-09-302025-11-17history
ORLY O'REILLY AUTOMOTIVE INC. NEW2.1K sharesnew addition2025-09-302025-11-17history
ROKU ROKU INC.2.3K shares-6.20%2025-09-302025-11-17history
C CITIGROUP INC2.2K sharesnew addition2025-09-302025-11-17history
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EFA ISHARES MSCI EAFE INDEX FD2.4K shares2.78%2025-09-302025-11-17history
INSM INSMED INC1.6K sharesnew addition2025-09-302025-11-17history
FBP First Bancorp10.1K shares-5.73%2025-09-302025-11-17history
BX BLACKSTONE GROUP INC.1.3K sharesnew addition2025-09-302025-11-17history
TRV TRAVELERS COMPANIES INC797 sharesnew addition2025-09-302025-11-17history
IYW ISHARES DJ US TECHNOLOGY SECTOR1.1K sharesnew addition2025-09-302025-11-17history
GVI ISHARES INTERMEDIATE GOV/CRDT B2.1K shares-13.41%2025-09-302025-11-17history
GM GENERAL MOTORS CO3.6K sharesnew addition2025-09-302025-11-17history
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ISTB ISHARES CORE 1-5 YEAR USD BOND4.5K sharesnew addition2025-09-302025-11-17history
MDB MONGODB INC.695 sharesnew addition2025-09-302025-11-17history
PR PERMIAN RESOURCES CORP CL A16.8K shares-10.73%2025-09-302025-11-17history
CPNG COUPANG INC. CL A6.7K shares-2.22%2025-09-302025-11-17history
HCA HCA HOLDINGS INC.501 sharesnew addition2025-09-302025-11-17history
IYK ISHARES US CONSUMER STAPLES ETF3.1K sharesnew addition2025-09-302025-11-17history
CTVA CORTEVA INC.3.1K sharesnew addition2025-09-302025-11-17history
FHLC Fidelity MSCI Health Care Index3.2K sharesnew addition2025-09-302025-11-17history
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GILD GILEAD SCIENCES INC.1.9K sharesnew addition2025-09-302025-11-17history
THC TENET HEALTHCARE CORPORATION NE1.0K sharesnew addition2025-09-302025-11-17history
LIN LINDE PLC443 shares-1.34%2025-09-302025-11-17history
ESTC ELASTIC N V ORD SHS2.5K shares2.02%2025-09-302025-11-17history
POOL POOL CORPORATION674 sharesnew addition2025-09-302025-11-17history
MOD Modine Manufacturing Co1.5K sharesnew addition2025-09-302025-11-17history
USTB VictoryShares Short-Term Bond E4.1K shares2.46%2025-09-302025-11-17history
GD GENERAL DYNAMICS CORP.611 sharesnew addition2025-09-302025-11-17history
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SCHE SCHWAB EMERGING MARKETS EQUITY6.2K sharesnew addition2025-09-302025-11-17history
PODD Insulet Corporation666 shares-12.25%2025-09-302025-11-17history
MO ALTRIA GROUP INC3.1K sharesnew addition2025-09-302025-11-17history
DWM WisdomTree International Equity3.1K sharesnew addition2025-09-302025-11-17history
DUK DUKE ENERGY CORPORATION1.6K sharesnew addition2025-09-302025-11-17history
MPC MARATHON PETROLEUM CORP1.0K sharesnew addition2025-09-302025-11-17history
F FORD MOTOR CO16.2K shares43.94%2025-09-302025-11-17history
PL Planet Labs PBC13.3K shares-21.21%2025-09-302025-11-17history
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CNH CNH INDUSTRIAL NV15.5K shares48.47%2025-09-302025-11-17history
PATH UIPATH INC CL A11.6K shares0.00%2025-09-302025-11-17history
INDI Indie Semiconductor Inc Cl A36.0K shares6.85%2025-09-302025-11-17history
SHLS Shoals Technologies Group Inc O14.5K shares-12.42%2025-09-302025-11-17history
GDYN GRID DYNAMICS HOLDINGS INC ORDI11.1K sharesnew addition2025-09-302025-11-17history
FIP FTAI Infrastructure Inc Shs16.4K shares45.52%2025-09-302025-11-17history
KLC KinderCare Learning Companies I10.7K sharesnew addition2025-09-302025-11-17history

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