The Analysis of AMERIFLEX GROUP, INC.'s Holdings


Currently, AMERIFLEX GROUP, INC. holds 1090 types of securities in its portfolio with a total value $266.7M. In the most recent quarter, they have increased their positions in AAPL (+37.3K shares, valued at $9.5M), AVGO (+13.1K shares, valued at $4.3M), COST (+3.5K shares, valued at $3.3M); decreased their positions in XLK (-10.6K shares, valued at $3.0M), PLTR (-16.0K shares, valued at $2.9M), STIP (-23.2K shares, valued at $2.4M); initiated new positions in IDCC (+6.7K shares, valued at $2.3M), FVD (+27.2K shares, valued at $1.3M), MAIN (+19.7K shares, valued at $1.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC COM76.8K shares94.29%2025-09-302025-11-12history
NVDA NVIDIA CORPORATION COM89.8K shares17.78%2025-09-302025-11-12history
VOO VANGUARD INDEX FDS S&P 500 ETF SHS16.3K shares14.18%2025-09-302025-11-12history
MSFT MICROSOFT CORP COM12.5K shares5.03%2025-09-302025-11-12history
AVGO BROADCOM INC COM18.6K shares236.39%2025-09-302025-11-12history
COST COSTCO WHSL CORP NEW COM6.2K shares133.90%2025-09-302025-11-12history
UNP UNION PAC CORP COM22.2K shares100.41%2025-09-302025-11-12history
AMZN AMAZON COM INC COM23.7K shares119.54%2025-09-302025-11-12history
Sponsored
NOBL PROSHARES TR S&P 500 DV ARIST49.1K shares133.93%2025-09-302025-11-12history
GOOG ALPHABET INC CAP STK CL C18.2K shares134.56%2025-09-302025-11-12history
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW8.4K shares48.26%2025-09-302025-11-12history
GOOGL ALPHABET INC CAP STK CL A17.3K shares112.96%2025-09-302025-11-12history
SPY SPDR S&P 500 ETF TR TR UNIT5.9K shares34.39%2025-09-302025-11-12history
QQQ INVESCO QQQ TR UNIT SER 16.5K shares16.26%2025-09-302025-11-12history
FNF FIDELITY NATIONAL FINANCIAL COM SHS57.3K shares99.70%2025-09-302025-11-12history
PG PROCTER AND GAMBLE CO COM21.6K shares89.23%2025-09-302025-11-12history
Sponsored
BRO BROWN & BROWN INC COM35.2K shares100.00%2025-09-302025-11-12history
META META PLATFORMS INC CL A4.3K shares39.48%2025-09-302025-11-12history
VOT VANGUARD INDEX FDS MCAP GR IDXVIP10.7K shares87.33%2025-09-302025-11-12history
NFLX NETFLIX INC COM2.0K shares147.19%2025-09-302025-11-12history
IVV ISHARES TR CORE S&P500 ETF3.5K shares-38.70%2025-09-302025-11-12history
IDCC INTERDIGITAL INC COM6.7K sharesnew addition2025-09-302025-11-12history
CVX CHEVRON CORP NEW COM14.3K shares52.17%2025-09-302025-11-12history
JPM JPMORGAN CHASE & CO. COM6.3K shares12.21%2025-09-302025-11-12history
Sponsored
TSLA TESLA INC COM3.8K shares53.31%2025-09-302025-11-12history
DVY ISHARES TR SELECT DIVID ETF11.4K shares156.98%2025-09-302025-11-12history
VTI VANGUARD INDEX FDS TOTAL STK MKT4.9K shares4.36%2025-09-302025-11-12history
AOR ISHARES TR CORE 60/40 BALAN25.0K shares80.79%2025-09-302025-11-12history
XOM EXXON MOBIL CORP COM14.1K shares105.23%2025-09-302025-11-12history
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF7.1K shares257.92%2025-09-302025-11-12history
XLE SELECT SECTOR SPDR TR ENERGY16.0K shares213.75%2025-09-302025-11-12history
XEL XCEL ENERGY INC COM17.3K shares94.14%2025-09-302025-11-12history
Sponsored
KR KROGER CO COM20.2K shares100.76%2025-09-302025-11-12history
HD HOME DEPOT INC COM3.2K shares165.01%2025-09-302025-11-12history
FVD FIRST TR EXCHANGE-TRADED FD SHS27.2K sharesnew addition2025-09-302025-11-12history
MAIN MAIN STREET CAPITAL CORP19.7K sharesnew addition2025-09-302025-11-12history
AMAT APPLIED MATLS INC COM5.9K shares650.06%2025-09-302025-11-12history
LOW LOWES COS INC COM4.7K shares116.77%2025-09-302025-11-12history
PLTR PALANTIR TECHNOLOGIES INC CL A6.4K shares-71.43%2025-09-302025-11-12history
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF36.3K shares1693.91%2025-09-302025-11-12history
Sponsored
CAT CATERPILLAR INC COM2.4K shares47.07%2025-09-302025-11-12history
DAL DELTA AIR LINES INC DEL COM NEW19.8K shares253.34%2025-09-302025-11-12history
GLD SPDR GOLD TR GOLD SHS2.9K shares-24.36%2025-09-302025-11-12history
BX BLACKSTONE INC COM6.0K shares67.65%2025-09-302025-11-12history
FLRT PACER FDS TR ARISTOTLE PACIFI21.2K shares171.48%2025-09-302025-11-12history
PDI PIMCO DYNAMIC INCOME FUND50.2K shares75.55%2025-09-302025-11-12history
IYW ISHARES TR U.S. TECH ETF5.0K shares-20.80%2025-09-302025-11-12history
MO ALTRIA GROUP INC COM14.6K shares213.64%2025-09-302025-11-12history
Sponsored
VB VANGUARD INDEX FDS SMALL CP ETF3.8K shares266.02%2025-09-302025-11-12history
MGM MGM RESORTS INTERNATIONAL COM27.6K shares96.63%2025-09-302025-11-12history
ALB ALBEMARLE CORP COM11.7K shares25439.13%2025-09-302025-11-12history
ABBV ABBVIE INC COM4.0K shares-33.36%2025-09-302025-11-12history
VGT VANGUARD WORLD FD INF TECH ETF1.2K shares102.48%2025-09-302025-11-12history
RDVY FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV13.5K shares57.59%2025-09-302025-11-12history
XLF SELECT SECTOR SPDR TR FINANCIAL16.8K shares76.61%2025-09-302025-11-12history
USB US BANCORP DEL COM NEW17.9K shares107.64%2025-09-302025-11-12history
Sponsored
T AT&T INC COM30.4K shares144.79%2025-09-302025-11-12history
QBTS D-WAVE QUANTUM INC COM33.9K shares46.35%2025-09-302025-11-12history
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS3.0K shares-45.05%2025-09-302025-11-12history
IYH ISHARES TR US HLTHCARE ETF14.1K shares186.49%2025-09-302025-11-12history
NOC NORTHROP GRUMMAN CORP COM1.4K shares120.95%2025-09-302025-11-12history
PECO PHILLIPS EDISON & CO INC COMMON STOCK23.9K shares321.00%2025-09-302025-11-12history
PANW PALO ALTO NETWORKS INC COM4.0K shares169.70%2025-09-302025-11-12history
IBM INTERNATIONAL BUSINESS MACHS COM2.9K shares308.56%2025-09-302025-11-12history
Sponsored
OBDC OWL ROCK CAPITAL CORPORATION COM62.2K shares296.81%2025-09-302025-11-12history
UNH UNITEDHEALTH GROUP INC COM2.2K shares15.48%2025-09-302025-11-12history
CSCO CISCO SYS INC COM11.2K shares322.52%2025-09-302025-11-12history
DUK DUKE ENERGY CORP NEW COM NEW6.1K shares68.55%2025-09-302025-11-12history
PJUN INNOVATOR ETFS TRUST US EQTY PWR BUF17.9K shares13366.17%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON COM4.0K shares-24.08%2025-09-302025-11-12history
BUFR FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED22.0K shares4065.15%2025-09-302025-11-12history
LQD ISHARES TR IBOXX INV CP ETF6.5K shares1438.48%2025-09-302025-11-12history
Sponsored
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF7.6K shares459.00%2025-09-302025-11-12history
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ26.1K shares-65.99%2025-09-302025-11-12history
LLY ELI LILLY & CO COM925 shares-20.94%2025-09-302025-11-12history
IWY ISHARES TR RUS TP200 GR ETF2.5K shares91.88%2025-09-302025-11-12history
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNI15.4K shares737.59%2025-09-302025-11-12history
MRK MERCK & CO INC COM8.1K shares-9.32%2025-09-302025-11-12history
HON HONEYWELL INTL INC COM3.1K shares72.10%2025-09-302025-11-12history
SPHQ INVESCO EXCHANGE TRADED FD T S&P500 QUALITY8.8K shares1153.71%2025-09-302025-11-12history
Sponsored
GEV GE VERNOVA INC COM1.0K shares98.09%2025-09-302025-11-12history
VZ VERIZON COMMUNICATIONS INC COM14.4K shares230.21%2025-09-302025-11-12history
V VISA INC COM CL A1.8K shares-42.85%2025-09-302025-11-12history
TMO THERMO FISHER SCIENTIFIC INC COM1.3K shares83.09%2025-09-302025-11-12history
IEF ISHARES TR 7-10 YR TRSY BD6.3K shares500.76%2025-09-302025-11-12history
AZN ASTRAZENECA PLC SPONSORED ADR7.8K shares-23.29%2025-09-302025-11-12history
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F1.4K shares374.91%2025-09-302025-11-12history
GAIN GLADSTONE INVT CORP COM42.3K sharesnew addition2025-09-302025-11-12history
Sponsored
PAUG INNOVATOR ETFS TRUST US EQTY PWR BF13.8K shares5091.70%2025-09-302025-11-12history
WMT WALMART INC COM5.7K shares53.43%2025-09-302025-11-12history
JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM9.8K shares-69.18%2025-09-302025-11-12history
CRM SALESFORCE INC COM2.4K shares115.95%2025-09-302025-11-12history
ORCL ORACLE CORP COM2.0K shares115.22%2025-09-302025-11-12history
SOXX ISHARES TR ISHARES SEMICDTR2.0K shares931.31%2025-09-302025-11-12history
ASML ASML HOLDING N V N Y REGISTRY SHS556 shares134.60%2025-09-302025-11-12history
CLM CORNERSTONE STRATEGI COM PAR $064.6K sharesnew addition2025-09-302025-11-12history
Sponsored
AMGN AMGEN INC COM1.8K shares367.59%2025-09-302025-11-12history
TXN TEXAS INSTRS INC COM2.8K shares143.34%2025-09-302025-11-12history
PM PHILIP MORRIS INTL INC COM3.2K shares89.18%2025-09-302025-11-12history
INTC INTEL CORP COM15.2K shares590.44%2025-09-302025-11-12history
MCK MCKESSON CORP COM662 shares794.59%2025-09-302025-11-12history
BA BOEING CO COM2.4K shares-24.69%2025-09-302025-11-12history
PDEC INNOVATOR ETFS TRUST US EQTY PWR BUF11.9K sharesnew addition2025-09-302025-11-12history
SHYG ISHARES TR 0-5YR HI YL CP11.5K shares459.83%2025-09-302025-11-12history
Sponsored
ANET ARISTA NETWORKS INC COM SHS3.4K shares832.05%2025-09-302025-11-12history
MA MASTERCARD INCORPORATED CL A870 shares-53.33%2025-09-302025-11-12history
GD GENERAL DYNAMICS CORP COM1.4K shares244.42%2025-09-302025-11-12history
CGDV CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI11.7K shares430.78%2025-09-302025-11-12history
AMZA ETFIS SER TR I INFRAC ACT MLP12.1K sharesnew addition2025-09-302025-11-12history
VRP INVESCO EXCH TRADED FD TR II VAR RATE PFD19.7K sharesnew addition2025-09-302025-11-12history
AIO VIRTUS ALLIANZGI ARTIFICIAL COM19.8K sharesnew addition2025-09-302025-11-12history
FID FIRST TR EXCHANGE TRADED FD S&P INTL DIVID24.1K sharesnew addition2025-09-302025-11-12history
Sponsored
MGK VANGUARD WORLD FD MEGA GRWTH IND1.2K shares66.48%2025-09-302025-11-12history
SPHY SPDR SERIES TRUST PORTFLI HIGH YLD18.8K shares891.73%2025-09-302025-11-12history
IGSB ISHARES TR ISHS 1-5YR INVS8.4K shares373.47%2025-09-302025-11-12history
FSK FS KKR CAPITAL CORP.29.7K shares93.30%2025-09-302025-11-12history
MU MICRON TECHNOLOGY INC COM2.6K shares904.25%2025-09-302025-11-12history
XMHQ INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY4.1K shares1774.55%2025-09-302025-11-12history
EFA ISHARES TR MSCI EAFE ETF4.6K shares510.03%2025-09-302025-11-12history
CCB COASTAL FINL CORP WA COM NEW3.9K shares100.00%2025-09-302025-11-12history
Sponsored
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD2.9K shares-63.94%2025-09-302025-11-12history
PTNQ PACER FDS TR TRENDPILOT 1005.2K shares100.00%2025-09-302025-11-12history
GE GE AEROSPACE COM NEW1.3K shares-25.49%2025-09-302025-11-12history
SHYM BLACKROCK ETF TRUST II SHORT DURATION H17.3K sharesnew addition2025-09-302025-11-12history
PTLC PACER FDS TR TRENDP US LAR CP7.0K shares100.00%2025-09-302025-11-12history
DE DEERE & CO COM836 shares44.89%2025-09-302025-11-12history
AVAV AEROVIRONMENT INC COM1.2K sharesnew addition2025-09-302025-11-12history
FDL FIRST TR EXCHANGE-TRADED FD SHS8.7K shares44.94%2025-09-302025-11-12history
Sponsored
CRF CORNERSTONE TOTAL RT COM PAR $046.0K sharesnew addition2025-09-302025-11-12history
COWZ PACER FDS TR US CASH COWS 1006.4K shares308.15%2025-09-302025-11-12history
IVLU ISHARES TR MSCI INTL VLU FT10.3K shares-60.84%2025-09-302025-11-12history
RTX RTX CORPORATION COM2.2K shares-19.79%2025-09-302025-11-12history
LMT LOCKHEED MARTIN CORP COM720 shares149.13%2025-09-302025-11-12history
VO VANGUARD INDEX FDS MID CAP ETF1.2K shares22.26%2025-09-302025-11-12history
EIPI FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME18.0K sharesnew addition2025-09-302025-11-12history
KMI KINDER MORGAN INC DEL COM12.6K shares210.68%2025-09-302025-11-12history
Sponsored
AGG ISHARES TR CORE US AGGBD ET3.5K shares40.80%2025-09-302025-11-12history
IGIB ISHARES TR ISHS 5-10YR INVT6.4K shares4094.74%2025-09-302025-11-12history
BWXT BWX TECHNOLOGIES INC COM1.9K shares522.00%2025-09-302025-11-12history
COPX GLOBAL X FDS GLOBAL X COPPER5.7K shares87.00%2025-09-302025-11-12history
NBXG NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND INC22.0K sharesnew addition2025-09-302025-11-12history
VTV VANGUARD INDEX FDS VALUE ETF1.8K shares-79.50%2025-09-302025-11-12history
SHY ISHARES TR 1 3 YR TREAS BD3.9K shares1686.30%2025-09-302025-11-12history
URA GLOBAL X FDS GLOBAL X URANIUM6.8K shares90.25%2025-09-302025-11-12history
Sponsored
FCX FREEPORT-MCMORAN INC CL B8.1K shares20.54%2025-09-302025-11-12history
WM WASTE MGMT INC DEL COM1.4K sharesnew addition2025-09-302025-11-12history
PNC PNC FINL SVCS GROUP INC COM1.6K shares101.28%2025-09-302025-11-12history
MOAT VANECK ETF TRUST MORNGSTAR WIDE MOAT3.2K shares2431.20%2025-09-302025-11-12history
CMCSA COMCAST CORP NEW CL A9.9K shares246.62%2025-09-302025-11-12history
UTG REAVES UTILITY INCOMEFUND7.7K shares58.92%2025-09-302025-11-12history
HOOD ROBINHOOD MKTS INC COM CL A2.1K shares293.70%2025-09-302025-11-12history
AMD ADVANCED MICRO DEVICES INC COM1.8K shares79.22%2025-09-302025-11-12history
Sponsored
LUV SOUTHWEST AIRLS CO COM9.3K shares97.44%2025-09-302025-11-12history
IJH ISHARES TR CORE S&P MCP ETF4.5K shares-40.72%2025-09-302025-11-12history
KO COCA COLA CO COM4.4K shares95.36%2025-09-302025-11-12history
WELL WELLTOWER INC COM1.6K shares220.75%2025-09-302025-11-12history
FNX FIRST TR EXCHANGE-TRADED ALP COM SHS2.3K sharesnew addition2025-09-302025-11-12history
IQLT ISHARES TR MSCI INTL QUALTY6.5K shares5203.28%2025-09-302025-11-12history
DIS DISNEY WALT CO COM2.5K shares-11.27%2025-09-302025-11-12history
OKLO OKLO INC COM CL A2.6K shares149.76%2025-09-302025-11-12history
Sponsored
FTSM FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW4.7K sharesnew addition2025-09-302025-11-12history
BAC BANK AMERICA CORP COM5.4K shares-35.83%2025-09-302025-11-12history
IBERDROLA S A SPON ADR IBERDROLA S A SPON ADR3.7K shares100.00%2025-09-302025-11-12history
GILD GILEAD SCIENCES INC COM2.5K shares92.55%2025-09-302025-11-12history
ENFR ALPS ETF TR ALERIAN ENERGY8.5K shares20.20%2025-09-302025-11-12history
WFC WELLS FARGO CO NEW COM3.3K shares-36.54%2025-09-302025-11-12history
MAGS LISTED FDS TR ROUNDHILL MAGNIF4.2K shares100.00%2025-09-302025-11-12history
BOND PIMCO ETF TR ACTIVE BD ETF2.9K shares66.42%2025-09-302025-11-12history
Sponsored
VBK VANGUARD INDEX FDS SML CP GRW ETF908 shares453.66%2025-09-302025-11-12history
XLY SELECT SECTOR SPDR TR SBI CONS DISCR1.1K shares2.56%2025-09-302025-11-12history
GIS GENERAL MLS INC COM5.3K shares190.21%2025-09-302025-11-12history
IXUS ISHARES TR CORE MSCI TOTAL3.2K shares-57.88%2025-09-302025-11-12history
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC6.6K shares881.74%2025-09-302025-11-12history
NEE NEXTERA ENERGY INC COM3.5K shares198.28%2025-09-302025-11-12history
PFE PFIZER INC COM10.2K shares119.37%2025-09-302025-11-12history
IVOG VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH2.2K shares261.07%2025-09-302025-11-12history
Sponsored
VIOV VANGUARD ADMIRAL FDS INC SMLCP 600 VAL2.7K shares1470.18%2025-09-302025-11-12history
UPS UNITED PARCEL SERVICE INC CL B3.0K shares396.57%2025-09-302025-11-12history
CALF PACER FDS TR US SMALL CAP CAS5.8K shares59.19%2025-09-302025-11-12history
HII HUNTINGTON INGALLS INDS INC COM869 shares8590.00%2025-09-302025-11-12history
DX DYNEX CAP INC COM20.3K sharesnew addition2025-09-302025-11-12history
PLD PROLOGIS INC. COM2.2K shares-1.19%2025-09-302025-11-12history
XLG INVESCO EXCHANGE TRADED FD T S&P 500 TOP 504.3K shares-8.14%2025-09-302025-11-12history
IUSB ISHARES TR CORE TOTAL USD5.2K shares-84.94%2025-09-302025-11-12history
Sponsored
PMAR INNOVATOR ETFS TRUST US EQTY PWR BUF5.5K sharesnew addition2025-09-302025-11-12history
PTY PIMCO CORPORATE & INCOME OPPORTUNITY FD COM16.8K sharesnew addition2025-09-302025-11-12history
CCI CROWN CASTLE INC COM2.5K sharesnew addition2025-09-302025-11-12history
FDVV FIDELITY COVINGTON TRUST HIGH DIVID ETF4.3K sharesnew addition2025-09-302025-11-12history
JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM4.2K shares-45.44%2025-09-302025-11-12history
IJR ISHARES TR CORE S&P SCP ETF2.0K shares-62.72%2025-09-302025-11-12history
GLAD GLADSTONE CAPITAL CORP COM NEW10.7K sharesnew addition2025-09-302025-11-12history
VBR VANGUARD INDEX FDS SM CP VAL ETF1.1K shares115.86%2025-09-302025-11-12history
Sponsored
GLW CORNING INC COM2.8K shares351.20%2025-09-302025-11-12history
AXP AMERICAN EXPRESS CO COM675 shares161.63%2025-09-302025-11-12history
DGRO ISHARES TR CORE DIV GRWTH3.3K shares33.81%2025-09-302025-11-12history
F FORD MTR CO COM18.5K shares41.67%2025-09-302025-11-12history
FXL FIRST TR EXCHANGE TRADED FD TECH ALPHADEX1.3K shares680.95%2025-09-302025-11-12history
B BARRICK MNG CORP COM SHS6.7K shares431.17%2025-09-302025-11-12history
INFL LISTED FDS TR HORIZON KINETICS4.9K shares306.13%2025-09-302025-11-12history
DIA SPDR DOW JONES INDL AVERAGE UT SER 1472 shares-52.75%2025-09-302025-11-12history
Sponsored
MCD MCDONALDS CORP COM718 shares-0.42%2025-09-302025-11-12history
QCOM QUALCOMM INC COM1.3K shares98.78%2025-09-302025-11-12history
SILA SILA REALTY TRUST INC COMMON STOCK8.3K shares221.77%2025-09-302025-11-12history
MET METLIFE INC COM2.5K shares103.08%2025-09-302025-11-12history
SRE SEMPRA COM2.3K shares90.64%2025-09-302025-11-12history
TMUS T-MOBILE US INC COM854 shares139.22%2025-09-302025-11-12history
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF8.0K sharesnew addition2025-09-302025-11-12history
EOS EATON VANCE ENHANCEDEQUITY INCOME FD II COM8.5K sharesnew addition2025-09-302025-11-12history
Sponsored
ENB ENBRIDGE INC COM4.0K shares-44.46%2025-09-302025-11-12history
IEFA ISHARES TR CORE MSCI EAFE2.3K shares111.39%2025-09-302025-11-12history
WPC WP CAREY INC COM3.0K shares690.67%2025-09-302025-11-12history
GS GOLDMAN SACHS GROUP INC COM250 shares145.10%2025-09-302025-11-12history
FXG FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE3.2K sharesnew addition2025-09-302025-11-12history
PYLD PIMCO ETF TR MULTISECTOR BD7.4K shares-72.39%2025-09-302025-11-12history
CVS CVS HEALTH CORP COM2.6K shares361.16%2025-09-302025-11-12history
FG F&G ANNUITIES & LIFE INC COMMON STOCK6.3K shares100.00%2025-09-302025-11-12history
Sponsored
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF2.3K shares100.00%2025-09-302025-11-12history
VIOG VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH1.6K shares616.74%2025-09-302025-11-12history
JXN JACKSON FINANCIAL INC COM CL A1.9K sharesnew addition2025-09-302025-11-12history
CB CHUBB LIMITED COM680 shares1643.59%2025-09-302025-11-12history
COP CONOCOPHILLIPS COM2.0K shares62.47%2025-09-302025-11-12history
VV VANGUARD INDEX FDS LARGE CAP ETF622 shares102.61%2025-09-302025-11-12history
IYY ISHARES TR DOW JONES US ETF1.2K shares100.00%2025-09-302025-11-12history
DHR DANAHER CORPORATION COM950 shares154.01%2025-09-302025-11-12history
Sponsored
ABT ABBOTT LABS COM1.4K shares-47.01%2025-09-302025-11-12history
JMHI J P MORGAN EXCHANGE TRADED F HIGH YIELD MUNI3.6K shares127.05%2025-09-302025-11-12history
BMY BRISTOL-MYERS SQUIBB CO COM4.1K shares259.59%2025-09-302025-11-12history
MSI MOTOROLA SOLUTIONS INC COM NEW400 shares2976.92%2025-09-302025-11-12history
FTSD FRANKLIN ETF TR SHRT DUR US GOVT2.0K sharesnew addition2025-09-302025-11-12history
AON AON PLC SHS CL A500 shares100.00%2025-09-302025-11-12history
AFL AFLAC INC COM1.6K shares-23.83%2025-09-302025-11-12history
BLK BLACKROCK INC COM152 shares23.58%2025-09-302025-11-12history
Sponsored
AMP AMERIPRISE FINL INC COM354 shares200.00%2025-09-302025-11-12history
BDYN BLACKROCK ETF TRUST DYNAMIC EQTY ACT6.8K sharesnew addition2025-09-302025-11-12history
PRU PRUDENTIAL FINL INC COM1.7K shares1105.80%2025-09-302025-11-12history
VXUS VANGUARD STAR FDS VG TL INTL STK F2.3K shares-62.19%2025-09-302025-11-12history
ETR ENTERGY CORP NEW COM1.8K shares414.37%2025-09-302025-11-12history
CAH CARDINAL HEALTH INC COM1.1K shares122.63%2025-09-302025-11-12history
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF5.8K shares138.69%2025-09-302025-11-12history
ZS ZSCALER INC COM560 sharesnew addition2025-09-302025-11-12history
Sponsored
CP CANADIAN PACIFIC KANSAS CITY COM2.3K shares100.00%2025-09-302025-11-12history
USA LIBERTY ALL STAR EQUITY FD SH BEN INT26.3K sharesnew addition2025-09-302025-11-12history
BSY BENTLEY SYS INC COM CL B3.2K shares100.12%2025-09-302025-11-12history
CDNS CADENCE DESIGN SYSTEM INC COM468 shares120.75%2025-09-302025-11-12history
MUB ISHARES TR NATIONAL MUN ETF1.5K shares-31.13%2025-09-302025-11-12history
PEP PEPSICO INC COM1.2K shares-61.44%2025-09-302025-11-12history
FENI FIDELITY COVINGTON TRUST ENHANCED INTL4.6K shares109.21%2025-09-302025-11-12history
LNG CHENIERE ENERGY INC COM NEW688 shares7.33%2025-09-302025-11-12history
Sponsored
FSCO FS CREDIT OPPORTUNITIES CORP.23.1K shares151.00%2025-09-302025-11-12history
JNK SPDR SERIES TRUST BLOOMBERG HIGH Y1.6K shares105.34%2025-09-302025-11-12history
XLK SELECT SECTOR SPDR TR TECHNOLOGY554 shares-95.03%2025-09-302025-11-12history
IWM ISHARES TR RUSSELL 2000 ETF642 shares8.08%2025-09-302025-11-12history
IWS ISHARES TR RUS MDCP VAL ETF1.1K shares111.85%2025-09-302025-11-12history
SGOV ISHARES TR 0-3 MNTH TREASRY1.5K shares143.77%2025-09-302025-11-12history
PFL PIMCO INCOME STRATEGY FD COM17.9K shares100.00%2025-09-302025-11-12history
PSF COHEN & STEERS SLT PFD INCM COM7.3K sharesnew addition2025-09-302025-11-12history
Sponsored
BN BROOKFIELD CORP CL A LTD VT SH2.2K shares100.18%2025-09-302025-11-12history
QYLD GLOBAL X FDS NASDAQ 100 COVER8.9K sharesnew addition2025-09-302025-11-12history
FCAL FIRST TR EXCH TRADED FD III CALIF MUN INCM3.1K shares100.00%2025-09-302025-11-12history
ICE INTERCONTINENTAL EXCHANGE IN COM892 sharesnew addition2025-09-302025-11-12history
HYG ISHARES TR IBOXX HI YD ETF1.8K shares-29.42%2025-09-302025-11-12history
NXPI NXP SEMICONDUCTORS N V COM650 shares158.96%2025-09-302025-11-12history
JPC NUVEEN PFD & INCOME OPPORTUNITIES FD COM18.0K shares100.00%2025-09-302025-11-12history
ES EVERSOURCE ENERGY COM2.1K shares1171.17%2025-09-302025-11-12history
Sponsored
PSEP INNOVATOR ETFS TRUST US EQTY PWR BUF3.4K sharesnew addition2025-09-302025-11-12history
IVOV VANGUARD ADMIRAL FDS INC MIDCP 400 VAL1.5K shares279.63%2025-09-302025-11-12history
APH AMPHENOL CORP NEW CL A1.2K sharesnew addition2025-09-302025-11-12history
IYF ISHARES TR U.S. FINLS ETF1.2K shares77.81%2025-09-302025-11-12history
D DOMINION ENERGY INC COM2.4K shares2631.03%2025-09-302025-11-12history
IGR CBRE CLARION GLOBAL REAL EST COM27.4K shares552.38%2025-09-302025-11-12history
INTU INTUIT COM206 sharesnew addition2025-09-302025-11-12history
SHLD GLOBAL X FDS DEFENSE TECH ETF2.0K sharesnew addition2025-09-302025-11-12history
Sponsored
COR CENCORA INC COM432 shares98.17%2025-09-302025-11-12history
TECK TECK RESOURCES LTD CL B3.0K shares149.10%2025-09-302025-11-12history
PKG PACKAGING CORP AMER COM608 sharesnew addition2025-09-302025-11-12history
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF2.2K shares-52.61%2025-09-302025-11-12history
IRT INDEPENDENCE RLTY TR INC COM8.0K sharesnew addition2025-09-302025-11-12history
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX1.2K shares118.08%2025-09-302025-11-12history
ETN EATON CORP PLC SHS349 shares8.05%2025-09-302025-11-12history
KLAC KLA CORP COM NEW120 shares605.88%2025-09-302025-11-12history
Sponsored
TCAF T ROWE PRICE ETF INC CAP APPRECIATION3.4K shares82.92%2025-09-302025-11-12history
CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF1.7K shares282.23%2025-09-302025-11-12history
CRS CARPENTER TECHNOLOGY CORP COM518 shares100.00%2025-09-302025-11-12history
NTSK NETSKOPE INC CL A5.6K sharesnew addition2025-09-302025-11-12history
AMT AMERICAN TOWER CORP NEW COM660 shares81.32%2025-09-302025-11-12history
DECK DECKERS OUTDOOR CORP COM1.2K sharesnew addition2025-09-302025-11-12history
CFG CITIZENS FINL GROUP INC COM2.3K shares1158.70%2025-09-302025-11-12history
MKC MCCORMICK & CO INC COM NON VTG1.8K shares99.78%2025-09-302025-11-12history
Sponsored
AIQ GLOBAL X FDS ARTIFICIAL ETF2.5K shares-76.33%2025-09-302025-11-12history
HWM HOWMET AEROSPACE INC COM624 shares108.00%2025-09-302025-11-12history
FANG DIAMONDBACK ENERGY INC COM852 shares27.16%2025-09-302025-11-12history
JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF2.4K shares46.82%2025-09-302025-11-12history
AOS SMITH A O CORP COM1.6K shares129.35%2025-09-302025-11-12history
ICF ISHARES TR SELECT US REIT1.9K shares101.35%2025-09-302025-11-12history
FITB FIFTH THIRD BANCORP COM2.7K shares817.81%2025-09-302025-11-12history
VNQ VANGUARD INDEX FDS REAL ESTATE ETF1.3K shares122.95%2025-09-302025-11-12history
Sponsored
ALAB ASTERA LABS INC COM600 shares129.89%2025-09-302025-11-12history
GUT GABELLI UTILITY TRUST/THE19.2K sharesnew addition2025-09-302025-11-12history
TFC TRUIST FINL CORP COM2.5K shares1157.71%2025-09-302025-11-12history
PFN PIMCO INCOME STRATEGY FD II COM15.2K shares100.00%2025-09-302025-11-12history
TIP ISHARES TR TIPS BD ETF1.0K shares-38.15%2025-09-302025-11-12history
VUG VANGUARD INDEX FDS GROWTH ETF240 shares-71.70%2025-09-302025-11-12history
UAL UNITED AIRLS HLDGS INC COM1.2K shares240.00%2025-09-302025-11-12history
QUAL ISHARES TR MSCI USA QLT FCT590 shares-23.67%2025-09-302025-11-12history
Sponsored
MDT MEDTRONIC PLC SHS1.2K shares253.53%2025-09-302025-11-12history
SHEL SHELL PLC SPON ADS1.6K shares-28.98%2025-09-302025-11-12history
IPG INTERPUBLIC GROUP COS INC COM4.1K shares2131.87%2025-09-302025-11-12history
PEG PUBLIC SVC ENTERPRISE GRP IN COM1.4K shares694.15%2025-09-302025-11-12history
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX402 shares177.24%2025-09-302025-11-12history
OKE ONEOK INC NEW COM1.5K shares12.96%2025-09-302025-11-12history
ESS ESSEX PPTY TR INC COM416 shares100.00%2025-09-302025-11-12history
PFG PRINCIPAL FINANCIAL GROUP IN COM1.3K shares182.03%2025-09-302025-11-12history
Sponsored
IVE ISHARES TR S&P 500 VAL ETF528 shares157.56%2025-09-302025-11-12history
AER AERCAP HOLDINGS NV SHS894 shares1003.70%2025-09-302025-11-12history
IVW ISHARES TR S&P 500 GRWT ETF890 shares-48.32%2025-09-302025-11-12history
ICSH ISHARES TR ULTRA SHORT DUR2.1K sharesnew addition2025-09-302025-11-12history
ADBE ADOBE INC COM300 shares9.89%2025-09-302025-11-12history
VFH VANGUARD WORLD FD FINANCIALS ETF800 shares27.80%2025-09-302025-11-12history
WMB WILLIAMS COS INC COM1.6K shares58.84%2025-09-302025-11-12history
IXN ISHARES TR GLOBAL TECH ETF996 shares-46.85%2025-09-302025-11-12history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP172 shares164.62%2025-09-302025-11-12history
NAZ NUVEEN ARIZ PREM INCOME MUN FD INC8.6K shares100.00%2025-09-302025-11-12history
CCJ CAMECO CORP COM1.2K shares51.00%2025-09-302025-11-12history
AIZ ASSURANT INC COM470 shares100.00%2025-09-302025-11-12history
NRG NRG ENERGY INC COM NEW626 shares-51.36%2025-09-302025-11-12history
BEN FRANKLIN RESOURCES INC COM4.4K shares643.69%2025-09-302025-11-12history
KMX CARMAX INC COM2.2K shares265.47%2025-09-302025-11-12history
LYB LYONDELLBASELL INDUSTRIES N SHS - A -2.0K shares2283.72%2025-09-302025-11-12history
Sponsored
FPF FT INTERM DUR PREFERRED INC5.2K sharesnew addition2025-09-302025-11-12history
NNN NNN REIT INC COM2.3K shares1266.08%2025-09-302025-11-12history
PGX INVESCO EXCH TRADED FD TR II PFD ETF8.4K shares5208.86%2025-09-302025-11-12history
TROW PRICE T ROWE GROUP INC COM934 shares151.75%2025-09-302025-11-12history
AVB AVALONBAY CMNTYS INC COM496 sharesnew addition2025-09-302025-11-12history
EFV ISHARES TR EAFE VALUE ETF1.4K shares-53.59%2025-09-302025-11-12history
CGUS CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI2.3K shares434.71%2025-09-302025-11-12history
SNPS SYNOPSYS INC COM186 shares108.99%2025-09-302025-11-12history
Sponsored
QPX ADVISORSHARES TR Q DYNAMIC GROWTH2.1K shares100.00%2025-09-302025-11-12history
EPD ENTERPRISE PRODS PARTNERS L COM2.9K shares73.13%2025-09-302025-11-12history
BUFZ FIRST TR EXCHNG TRADED FD VI FT VEST LAD3.5K sharesnew addition2025-09-302025-11-12history
SLV ISHARES SILVER TR ISHARES2.1K shares-18.35%2025-09-302025-11-12history
FV FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF1.5K shares-61.21%2025-09-302025-11-12history
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF1.1K shares100.00%2025-09-302025-11-12history
CI THE CIGNA GROUP COM306 shares106.76%2025-09-302025-11-12history
NVO NOVO-NORDISK A S ADR1.6K shares-75.64%2025-09-302025-11-12history
Sponsored
EFG ISHARES TR EAFE GRWTH ETF772 shares-41.69%2025-09-302025-11-12history
ORLY OREILLY AUTOMOTIVE INC COM810 shares100.00%2025-09-302025-11-12history
AIRR FIRST TR EXCHANGE TRADED FD RBA INDL ETF902 shares100.00%2025-09-302025-11-12history
HYDB ISHARES TR HIGH YLD SYSTM B1.8K shares0.06%2025-09-302025-11-12history
ESGD ISHARES TR ESG AW MSCI EAFE922 shares351.96%2025-09-302025-11-12history
LULU LULULEMON ATHLETICA INC COM480 shares152.63%2025-09-302025-11-12history
GOOD GLADSTONE COMMERCIAL CORP COM6.8K sharesnew addition2025-09-302025-11-12history
C CITIGROUP INC COM NEW824 shares120.32%2025-09-302025-11-12history
Sponsored
RGTI RIGETTI COMPUTING INC COMMON STOCK2.8K shares1397.33%2025-09-302025-11-12history
RBLX ROBLOX CORP CL A602 sharesnew addition2025-09-302025-11-12history
MMC MARSH & MCLENNAN COS INC COM412 shares131.46%2025-09-302025-11-12history
DYNF BLACKROCK ETF TRUST ISHARES US EQUIT1.4K shares-94.77%2025-09-302025-11-12history
SUSC ISHARES TR ESG AWRE USD ETF3.5K shares33.51%2025-09-302025-11-12history
NATIONAL HEALTHCARE PPTYS IN COM NEW NATIONAL HEALTHCARE PPTYS IN COM NEW2.6K sharesnew addition2025-09-302025-11-12history
NUE NUCOR CORP COM602 shares100.67%2025-09-302025-11-12history
NLR VANECK ETF TRUST URANIUM AND NUCL600 shares-30.64%2025-09-302025-11-12history
Sponsored
ZION ZIONS BANCORPORATION N A COM1.4K shares101.54%2025-09-302025-11-12history
ARR ARMOUR RESIDENTIAL REIT INC COM SHS5.4K sharesnew addition2025-09-302025-11-12history
SMCI SUPER MICRO COMPUTER INC COM NEW1.7K shares49.64%2025-09-302025-11-12history
IDEV ISHARES TR CORE MSCI INTL996 shares2216.28%2025-09-302025-11-12history
CHI CALAMOS CONV OPPORTUNITIES INC7.4K shares146.67%2025-09-302025-11-12history
PTMC PACER FDS TR TRENDP US MID CP2.2K shares100.00%2025-09-302025-11-12history
MPC MARATHON PETE CORP COM412 shares-62.88%2025-09-302025-11-12history
THW TEKLA WORLD HEALTHCARE FD BEN INT SHS6.3K sharesnew addition2025-09-302025-11-12history
Sponsored
KKR KKR & CO INC COM608 shares93.63%2025-09-302025-11-12history
ESGU ISHARES TR ESG AWR MSCI USA543 shares62.09%2025-09-302025-11-12history
MBB ISHARES TR MBS ETF810 shares-81.06%2025-09-302025-11-12history
IEMG ISHARES INC CORE MSCI EMKT1.2K shares350.19%2025-09-302025-11-12history
VICI VICI PPTYS INC COM2.4K shares690.60%2025-09-302025-11-12history
JHMM JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI1.2K shares12.20%2025-09-302025-11-12history
VLO VALERO ENERGY CORP COM450 shares105.48%2025-09-302025-11-12history
ACNT ASCENT INDUSTRIES CO COM5.9K shares100.00%2025-09-302025-11-12history
Sponsored
TLH ISHARES TR 10-20 YR TRS ETF742 shares-75.91%2025-09-302025-11-12history
CPRT COPART INC COM1.7K sharesnew addition2025-09-302025-11-12history
KHC KRAFT HEINZ CO COM2.9K shares997.74%2025-09-302025-11-12history
EBAY EBAY INC. COM832 shares47.52%2025-09-302025-11-12history
IWP ISHARES TR RUS MD CP GR ETF530 shares14.72%2025-09-302025-11-12history
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF1.4K shares-53.53%2025-09-302025-11-12history
DSI ISHARES TR ESG MSCI KLD 400597 shares27.84%2025-09-302025-11-12history
VRTX VERTEX PHARMACEUTICALS INC COM192 shares255.56%2025-09-302025-11-12history
Sponsored
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR1.3K shares975.21%2025-09-302025-11-12history
HLI HOULIHAN LOKEY INC CL A362 shares174.24%2025-09-302025-11-12history
SUSB ISHARES TR ESG AWRE 1 5 YR2.9K shares102.00%2025-09-302025-11-12history
BLDR BUILDERS FIRSTSOURCE INC COM608 sharesnew addition2025-09-302025-11-12history
DOW DOW INC COM3.2K shares1183.53%2025-09-302025-11-12history
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A1.1K shares4100.00%2025-09-302025-11-12history
VOOV VANGUARD ADMIRAL FDS INC 500 VAL IDX FD366 shares14.73%2025-09-302025-11-12history
MDYV SPDR SERIES TRUST S&P 400 MDCP VAL870 shares5337.50%2025-09-302025-11-12history
Sponsored
DBC INVESCO DB COMMDY INDX TRCK UNIT3.2K shares65.15%2025-09-302025-11-12history
PWZ INVESCO EXCH TRADED FD TR II CALIF AMT MUN3.0K shares100.00%2025-09-302025-11-12history
BBDC BARINGS BDC INC COM8.2K shares100.00%2025-09-302025-11-12history
HPE HEWLETT PACKARD ENTERPRISE C COM2.9K shares100.00%2025-09-302025-11-12history
ITW ILLINOIS TOOL WKS INC COM274 shares537.21%2025-09-302025-11-12history
DIVO AMPLIFY ETF TR CWP ENHANCED DIV1.6K shares5.19%2025-09-302025-11-12history
SNA SNAP ON INC COM204 shares2166.67%2025-09-302025-11-12history
FXH FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH642 shares322.37%2025-09-302025-11-12history
Sponsored
BIL SPDR SERIES TRUST BLOOMBERG 1-3 MO766 shares58.92%2025-09-302025-11-12history
GDXJ VANECK ETF TRUST JUNIOR GOLD MINE704 shares82.38%2025-09-302025-11-12history
ROBT FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL1.3K shares77.45%2025-09-302025-11-12history
GDX VANECK ETF TRUST GOLD MINERS ETF900 shares28.57%2025-09-302025-11-12history
ET ENERGY TRANSFER L P COM UT LTD PTN4.0K sharesnew addition2025-09-302025-11-12history
BSX BOSTON SCIENTIFIC CORP COM702 shares101.72%2025-09-302025-11-12history
CHWY CHEWY INC CL A1.7K sharesnew addition2025-09-302025-11-12history
FBT FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH380 shares131.71%2025-09-302025-11-12history
Sponsored
HDV ISHARES TR CORE HIGH DV ETF556 sharesnew addition2025-09-302025-11-12history
SKYY FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING500 sharesnew addition2025-09-302025-11-12history
SBUX STARBUCKS CORP COM792 shares175.96%2025-09-302025-11-12history
CGMU CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME2.5K sharesnew addition2025-09-302025-11-12history
EOG EOG RES INC COM596 shares57.26%2025-09-302025-11-12history
AIG AMERICAN INTL GROUP INC COM NEW836 shares109.00%2025-09-302025-11-12history
CROX CROCS INC COM784 shares292.00%2025-09-302025-11-12history
ADSK AUTODESK INC COM206 shares216.92%2025-09-302025-11-12history
Sponsored
BSV VANGUARD BD INDEX FDS SHORT TRM BOND828 shares-67.71%2025-09-302025-11-12history
SPTL SPDR SERIES TRUST PORTFOLIO LN TSR2.4K shares1042.86%2025-09-302025-11-12history
MMM 3M CO COM414 shares245.00%2025-09-302025-11-12history
BRHY BLACKROCK ETF TRUST II ISHARES HIGH YIE1.2K sharesnew addition2025-09-302025-11-12history
GRID FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE424 shares100.00%2025-09-302025-11-12history
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE457 shares-83.62%2025-09-302025-11-12history
COLB COLUMBIA BKG SYS INC COM2.5K sharesnew addition2025-09-302025-11-12history
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX570 shares100.00%2025-09-302025-11-12history
Sponsored
IWR ISHARES TR RUS MID CAP ETF650 shares-52.31%2025-09-302025-11-12history
IAGG ISHARES TR CORE INTL AGGR1.2K shares416.46%2025-09-302025-11-12history
BINC BLACKROCK ETF TRUST II ISHARES FLEXIBLE1.2K shares-30.29%2025-09-302025-11-12history
EMHY ISHARES INC JP MRGN EM HI BD1.6K shares204.26%2025-09-302025-11-12history
SIXG ETF SER SOLUTIONS DEFIANCE CONNECT1.0K shares100.00%2025-09-302025-11-12history
APD AIR PRODS & CHEMS INC COM226 shares62.59%2025-09-302025-11-12history
XLU SELECT SECTOR SPDR TR SBI INT-UTILS700 shares203.03%2025-09-302025-11-12history
PAPR INNOVATOR ETFS TRUST US EQT PWR BUF1.6K shares1000.70%2025-09-302025-11-12history
Sponsored
SHOP SHOPIFY INC CL A SUB VTG SHS406 shares180.00%2025-09-302025-11-12history
TSN TYSON FOODS INC CL A1.1K shares1357.89%2025-09-302025-11-12history
LRCX LAM RESEARCH CORP COM NEW448 shares330.77%2025-09-302025-11-12history
BUFG FIRST TR EXCHNG TRADED FD VI VEST BUFFERED2.2K sharesnew addition2025-09-302025-11-12history
OMC OMNICOM GROUP INC COM730 shares3955.56%2025-09-302025-11-12history
ASC ARDMORE SHIPPING CORP COM5.0K sharesnew addition2025-09-302025-11-12history
WSM WILLIAMS SONOMA INC COM302 shares1061.54%2025-09-302025-11-12history
INGR INGREDION INC COM480 shares100.00%2025-09-302025-11-12history
Sponsored
WHR WHIRLPOOL CORP COM744 shares700.00%2025-09-302025-11-12history
PSA PUBLIC STORAGE OPER CO COM202 shares102.00%2025-09-302025-11-12history
ACN ACCENTURE PLC IRELAND SHS CLASS A235 shares197.47%2025-09-302025-11-12history
SDIV GLOBAL X FDS SUPERDIVIDEND2.4K sharesnew addition2025-09-302025-11-12history
BDJ BLACKROCK ENHANCED EQUITY DIVID TR COM6.2K sharesnew addition2025-09-302025-11-12history
SYY SYSCO CORP COM686 shares44.73%2025-09-302025-11-12history
TRMB TRIMBLE INC COM688 sharesnew addition2025-09-302025-11-12history
TJX TJX COS INC NEW COM386 shares-45.94%2025-09-302025-11-12history
Sponsored
KMB KIMBERLY-CLARK CORP COM430 shares1164.71%2025-09-302025-11-12history
PAYX PAYCHEX INC COM418 shares180.54%2025-09-302025-11-12history
PSEC PROSPECT CAPITAL CORPORATION19.1K sharesnew addition2025-09-302025-11-12history
EMN EASTMAN CHEM CO COM818 shares122.28%2025-09-302025-11-12history
MEDP MEDPACE HLDGS INC COM100 shares100.00%2025-09-302025-11-12history
HAS HASBRO INC COM674 shares100.00%2025-09-302025-11-12history
AJG GALLAGHER ARTHUR J & CO COM164 shares382.35%2025-09-302025-11-12history
TEL TE CONNECTIVITY PLC ORD SHS230 shares325.93%2025-09-302025-11-12history
Sponsored
VDE VANGUARD WORLD FD ENERGY ETF402 shares139.29%2025-09-302025-11-12history
BIV VANGUARD BD INDEX FDS INTERMED TERM646 shares-77.17%2025-09-302025-11-12history
MATX MATSON INC COM510 shares100.79%2025-09-302025-11-12history
WBD WARNER BROS DISCOVERY INC COM SER A2.5K shares37.28%2025-09-302025-11-12history
UL UNILEVER PLC SPON ADR NEW830 shares-22.43%2025-09-302025-11-12history
DLR DIGITAL RLTY TR INC COM284 shares79.75%2025-09-302025-11-12history
EVRG EVERGY INC COM644 shares101.25%2025-09-302025-11-12history
UBER UBER TECHNOLOGIES INC COM498 shares149.00%2025-09-302025-11-12history
Sponsored
BKLN INVESCO EXCH TRADED FD TR II SR LN ETF2.3K shares35.28%2025-09-302025-11-12history
FTGC FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD1.9K sharesnew addition2025-09-302025-11-12history
SNSR GLOBAL X FDS INTERNET OF THNG1.2K shares100.00%2025-09-302025-11-12history
BND VANGUARD BD INDEX FDS TOTAL BND MRKT642 shares-43.54%2025-09-302025-11-12history
STIP ISHARES TR 0-5 YR TIPS ETF460 shares-98.05%2025-09-302025-11-12history
AAL AMERICAN AIRLS GROUP INC COM4.2K shares71.19%2025-09-302025-11-12history
POST POST HLDGS INC COM432 shares332.00%2025-09-302025-11-12history
STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS196 shares64.71%2025-09-302025-11-12history
Sponsored
BP BP PLC SPONSORED ADR1.3K shares100.00%2025-09-302025-11-12history
FHLC FIDELITY COVINGTON TRUST MSCI HLTH CARE I668 shares75.33%2025-09-302025-11-12history
ERIC TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 105.3K shares92.38%2025-09-302025-11-12history
FPE FIRST TR EXCH TRADED FD III PFD SECS INC ETF2.4K shares339.26%2025-09-302025-11-12history
HSY HERSHEY CO COM230 shares6.98%2025-09-302025-11-12history
COF CAPITAL ONE FINL CORP COM202 shares220.63%2025-09-302025-11-12history
EMR EMERSON ELEC CO COM326 shares96.39%2025-09-302025-11-12history
SHM SPDR SERIES TRUST NUVEEN ICE SHORT884 shares65.23%2025-09-302025-11-12history
Sponsored
SAUG FIRST TR EXCHNG TRADED FD VI FT VEST U.S1.7K sharesnew addition2025-09-302025-11-12history
NOW SERVICENOW INC COM46 shares187.50%2025-09-302025-11-12history
SJT SAN JUAN BASIN RTY TR UNIT BEN INT7.0K sharesnew addition2025-09-302025-11-12history
IHE ISHARES TR U.S. PHARMA ETF582 shares100.00%2025-09-302025-11-12history
CGCV CAPITAL GROUP CONSERVATIVE E SHS1.4K shares-41.10%2025-09-302025-11-12history
NAD NUVEEN QUALITY MUNI INCOME FUND3.6K sharesnew addition2025-09-302025-11-12history
LIT GLOBAL X FDS LITHIUM BTRY ETF740 shares6.47%2025-09-302025-11-12history
MTUM ISHARES TR MSCI USA MMENTM162 shares604.35%2025-09-302025-11-12history
Sponsored
BBIO BRIDGEBIO PHARMA INC COM800 sharesnew addition2025-09-302025-11-12history
GEHC GE HEALTHCARE TECHNOLOGIES I COMMON STOCK552 shares68.29%2025-09-302025-11-12history
EIX EDISON INTL COM742 shares100.00%2025-09-302025-11-12history
XLI SELECT SECTOR SPDR TR INDL263 shares-76.16%2025-09-302025-11-12history
FXR FIRST TR EXCHANGE TRADED FD INDLS PROD DUR516 sharesnew addition2025-09-302025-11-12history
BHP BHP GROUP LTD SPONSORED ADS718 shares100.00%2025-09-302025-11-12history
SPSM SPDR SERIES TRUST PORTFOLIO S&P600862 shares584.13%2025-09-302025-11-12history
FMB FIRST TR EXCH TRADED FD III MANAGD MUN ETF786 sharesnew addition2025-09-302025-11-12history
Sponsored
PRT PERMROCK ROYALTY TRUST TR UNIT10.0K sharesnew addition2025-09-302025-11-12history
PSX PHILLIPS 66 COM292 shares18.70%2025-09-302025-11-12history
ABNB AIRBNB INC COM CL A326 shares986.67%2025-09-302025-11-12history
SON SONOCO PRODS CO COM900 shares1263.64%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available