The Analysis of Apella Capital, LLC's Holdings
Currently, Apella Capital, LLC holds 473 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in VYM (+211.8K shares, valued at $29.5M), DFSD (+606.4K shares, valued at $29.4M), DFAC (+738.9K shares, valued at $28.1M); decreased their positions in BNDX (-219.6K shares, valued at $11.0M), MGC (-38.8K shares, valued at $9.4M), BSV (-109.0K shares, valued at $8.6M); initiated new positions in JSCP (+449.8K shares, valued at $21.4M), BCI (+195.1K shares, valued at $4.3M), SEIE (+121.9K shares, valued at $3.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST13.5M shares5.78%2025-09-302025-10-17
DFSD DIMENSIONAL ETF TRUST4.0M shares17.86%2025-09-302025-10-17 VTI VANGUARD INDEX FDS465.1K shares8.12%2025-09-302025-10-17 DFIC DIMENSIONAL ETF TRUST3.9M shares8.24%2025-09-302025-10-17 BND VANGUARD BD INDEX FDS1.6M shares4.74%2025-09-302025-10-17 BSV VANGUARD BD INDEX FDS1.5M shares-6.72%2025-09-302025-10-17 DFCF DIMENSIONAL ETF TRUST2.3M shares7.34%2025-09-302025-10-17 VEA VANGUARD TAX-MANAGED FDS1.6M shares26.61%2025-09-302025-10-17 DFAT DIMENSIONAL ETF TRUST1.7M shares-0.10%2025-09-302025-10-17 DFGX DIMENSIONAL ETF TRUST1.7M shares23.84%2025-09-302025-10-17 VWO VANGUARD INTL EQUITY INDEX F1.7M shares21.65%2025-09-302025-10-17 DUHP DIMENSIONAL ETF TRUST2.3M shares21.05%2025-09-302025-10-17 DFUS DIMENSIONAL ETF TRUST1.2M shares-1.29%2025-09-302025-10-17 VONE VANGUARD SCOTTSDALE FDS254.6K shares21.60%2025-09-302025-10-17 MGC VANGUARD WORLD FD288.7K shares-11.85%2025-09-302025-10-17 BNDX VANGUARD CHARLOTTE FDS1.2M shares-15.53%2025-09-302025-10-17 AVEM AMERICAN CENTY ETF TR771.2K shares17.26%2025-09-302025-10-17 DFIV DIMENSIONAL ETF TRUST1.2M shares-3.49%2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR79.2K shares57.60%2025-09-302025-10-17 AVDE AMERICAN CENTY ETF TR632.5K shares16.65%2025-09-302025-10-17 AAPL APPLE INC194.3K shares5.38%2025-09-302025-10-17 DFEM DIMENSIONAL ETF TRUST1.3M shares-1.81%2025-09-302025-10-17 MSFT MICROSOFT CORP83.7K shares4.91%2025-09-302025-10-17 SUB ISHARES TR397.7K shares19.70%2025-09-302025-10-17 AVDV AMERICAN CENTY ETF TR446.6K shares5.82%2025-09-302025-10-17 VYM VANGUARD WHITEHALL FDS280.6K shares308.00%2025-09-302025-10-17 MTUM ISHARES TR152.6K shares-13.02%2025-09-302025-10-17 DFLV DIMENSIONAL ETF TRUST1.2M shares20.23%2025-09-302025-10-17 VTV VANGUARD INDEX FDS204.5K shares7.62%2025-09-302025-10-17 VO VANGUARD INDEX FDS129.8K shares67.72%2025-09-302025-10-17 DFAX DIMENSIONAL ETF TRUST1.2M shares-1.49%2025-09-302025-10-17 VOOG VANGUARD ADMIRAL FDS INC84.2K shares314.92%2025-09-302025-10-17 DFUV DIMENSIONAL ETF TRUST821.9K shares-1.35%2025-09-302025-10-17 IEFA ISHARES TR409.8K shares29.02%2025-09-302025-10-17 DIHP DIMENSIONAL ETF TRUST1.1M shares21.58%2025-09-302025-10-17 ISTB ISHARES TR707.7K shares81.17%2025-09-302025-10-17 VOO VANGUARD INDEX FDS57.0K shares61.08%2025-09-302025-10-17 VB VANGUARD INDEX FDS136.6K shares67.17%2025-09-302025-10-17 DFNM DIMENSIONAL ETF TRUST656.8K shares7.43%2025-09-302025-10-17 IUSB ISHARES TR662.5K shares28.07%2025-09-302025-10-17 VCSH VANGUARD SCOTTSDALE FDS367.2K shares201.58%2025-09-302025-10-17 VCIT VANGUARD SCOTTSDALE FDS340.3K shares39.80%2025-09-302025-10-17 SPAB SPDR SERIES TRUST1.1M shares28.08%2025-09-302025-10-17 VONG VANGUARD SCOTTSDALE FDS230.4K shares24.06%2025-09-302025-10-17 SPDW SPDR INDEX SHS FDS602.1K shares224.47%2025-09-302025-10-17 VSS VANGUARD INTL EQUITY INDEX F179.3K shares-8.66%2025-09-302025-10-17 IWF ISHARES TR50.8K shares88.39%2025-09-302025-10-17 QQQ INVESCO QQQ TR37.9K shares0.62%2025-09-302025-10-17 JSCP J P MORGAN EXCHANGE TRADED F449.8K sharesnew addition2025-09-302025-10-17 IAGG ISHARES TR410.6K shares31.12%2025-09-302025-10-17 IJH ISHARES TR327.9K shares30.25%2025-09-302025-10-17 VUG VANGUARD INDEX FDS41.9K shares40.71%2025-09-302025-10-17 VTIP VANGUARD MALVERN FDS395.1K shares-10.18%2025-09-302025-10-17 VTEB VANGUARD MUN BD FDS389.6K shares6.49%2025-09-302025-10-17 GOOG ALPHABET INC76.3K shares2.32%2025-09-302025-10-17 JEPI J P MORGAN EXCHANGE TRADED F338.4K shares303.50%2025-09-302025-10-17 EMB ISHARES TR199.2K shares30.74%2025-09-302025-10-17 AVUS AMERICAN CENTY ETF TR170.5K shares-0.24%2025-09-302025-10-17 MUB ISHARES TR169.4K shares-3.54%2025-09-302025-10-17 AVLV AMERICAN CENTY ETF TR250.0K shares23.92%2025-09-302025-10-17 NVDA NVIDIA CORPORATION97.8K shares4.91%2025-09-302025-10-17 BBAG J P MORGAN EXCHANGE TRADED F366.1K shares245.67%2025-09-302025-10-17 SPHY SPDR SERIES TRUST713.1K shares54.45%2025-09-302025-10-17 QUAL ISHARES TR86.6K shares-11.93%2025-09-302025-10-17 SPIB SPDR SERIES TRUST449.8K shares26.28%2025-09-302025-10-17 AVUV AMERICAN CENTY ETF TR155.1K shares146.66%2025-09-302025-10-17 IWD ISHARES TR73.3K shares64.07%2025-09-302025-10-17 VXUS VANGUARD STAR FDS192.8K shares12.77%2025-09-302025-10-17 LQD ISHARES TR126.2K shares338.45%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL27.8K shares10.28%2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS62.3K shares2.59%2025-09-302025-10-17 VBR VANGUARD INDEX FDS65.1K shares1.57%2025-09-302025-10-17 USMV ISHARES TR141.0K shares-15.75%2025-09-302025-10-17 IVW ISHARES TR106.5K shares764.58%2025-09-302025-10-17 IEMG ISHARES INC187.6K shares279.88%2025-09-302025-10-17 ESGV VANGUARD WORLD FD104.8K shares2.54%2025-09-302025-10-17 ESGU ISHARES TR84.7K shares-11.77%2025-09-302025-10-17 VOE VANGUARD INDEX FDS70.7K shares298.73%2025-09-302025-10-17 IMTM ISHARES TR255.0K shares-13.76%2025-09-302025-10-17 GEM GOLDMAN SACHS ETF TR291.5K shares-13.84%2025-09-302025-10-17 VGSH VANGUARD SCOTTSDALE FDS200.7K shares14.54%2025-09-302025-10-17 IBTF ISHARES TR483.0K shares-8.93%2025-09-302025-10-17 GOOGL ALPHABET INC44.5K shares5.73%2025-09-302025-10-17 JCPB J P MORGAN EXCHANGE TRADED F232.8K shares996.17%2025-09-302025-10-17 IBTG ISHARES TR477.4K shares12.46%2025-09-302025-10-17 DFSU DIMENSIONAL ETF TRUST248.4K shares14.24%2025-09-302025-10-17 EAGG ISHARES TR211.4K shares7.99%2025-09-302025-10-17 GD GENERAL DYNAMICS CORP28.5K shares-1.19%2025-09-302025-10-17 IJR ISHARES TR79.2K shares16.95%2025-09-302025-10-17 MA MASTERCARD INCORPORATED16.7K shares2.67%2025-09-302025-10-17 VUSB VANGUARD BD INDEX FDS180.9K shares9.31%2025-09-302025-10-17 EFV ISHARES TR132.2K shares-6.27%2025-09-302025-10-17 FBND FIDELITY MERRIMACK STR TR190.4K shares994.08%2025-09-302025-10-17 USTB VICTORY PORTFOLIOS II171.6K shares997.40%2025-09-302025-10-17 AMZN AMAZON COM INC39.5K shares5.91%2025-09-302025-10-17 DFSI DIMENSIONAL ETF TRUST191.8K shares24.24%2025-09-302025-10-17 VBIL VANGUARD INSTL INDEX FD104.7K shares-28.15%2025-09-302025-10-17 JNK SPDR SERIES TRUST80.8K shares-15.14%2025-09-302025-10-17 DFAW DIMENSIONAL ETF TRUST108.3K shares10.33%2025-09-302025-10-17 EWX SPDR INDEX SHS FDS114.5K shares4.39%2025-09-302025-10-17 DFGR DIMENSIONAL ETF TRUST280.9K shares8.44%2025-09-302025-10-17 ESGD ISHARES TR79.1K shares-5.59%2025-09-302025-10-17 DFIP DIMENSIONAL ETF TRUST173.6K shares3.65%2025-09-302025-10-17 BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2025-09-302025-10-17 ACWX ISHARES TR107.9K shares-0.39%2025-09-302025-10-17 SCHO SCHWAB STRATEGIC TR284.8K shares-20.18%2025-09-302025-10-17 PSLV SPROTT ASSET MANAGEMENT LP381.9K shares10.29%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.23.1K shares3.61%2025-09-302025-10-17 ITOT ISHARES TR43.5K shares0.02%2025-09-302025-10-17 EFAV ISHARES TR72.8K shares-14.24%2025-09-302025-10-17 VGIT VANGUARD SCOTTSDALE FDS99.3K shares-23.69%2025-09-302025-10-17 SUSB ISHARES TR234.7K shares3.55%2025-09-302025-10-17 VSGX VANGUARD WORLD FD84.5K shares-9.05%2025-09-302025-10-17 DFSB DIMENSIONAL ETF TRUST109.4K shares27.77%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON30.5K shares5.75%2025-09-302025-10-17 DFAI DIMENSIONAL ETF TRUST158.1K shares-4.63%2025-09-302025-10-17 JPIB J P MORGAN EXCHANGE TRADED F117.6K shares1003.78%2025-09-302025-10-17 PFFD GLOBAL X FDS293.0K shares340.53%2025-09-302025-10-17 V VISA INC16.2K shares3.38%2025-09-302025-10-17 VT VANGUARD INTL EQUITY INDEX F37.2K shares-3.75%2025-09-302025-10-17 VV VANGUARD INDEX FDS16.5K shares0.00%2025-09-302025-10-17 DFAS DIMENSIONAL ETF TRUST72.7K shares-1.65%2025-09-302025-10-17 IBTH ISHARES TR217.3K shares23.84%2025-09-302025-10-17 IQLT ISHARES TR105.4K shares-15.92%2025-09-302025-10-17 IWB ISHARES TR13.0K shares-0.62%2025-09-302025-10-17 GLDM WORLD GOLD TR53.2K shares7.48%2025-09-302025-10-17 MLM MARTIN MARIETTA MATLS INC7.2K shares-0.07%2025-09-302025-10-17 WST WEST PHARMACEUTICAL SVSC INC16.8K shares0.05%2025-09-302025-10-17 PM PHILIP MORRIS INTL INC28.7K shares5.15%2025-09-302025-10-17 HTRB HARTFORD FDS EXCHANGE TRADED127.7K shares986.06%2025-09-302025-10-17 SHM SPDR SERIES TRUST91.6K shares-24.28%2025-09-302025-10-17 DFAU DIMENSIONAL ETF TRUST95.9K shares-3.39%2025-09-302025-10-17 XOM EXXON MOBIL CORP38.8K shares50.12%2025-09-302025-10-17 BCI ABRDN ETFS195.1K sharesnew addition2025-09-302025-10-17 DOCS DOXIMITY INC61.0K shares-12.66%2025-09-302025-10-17 SHY ISHARES TR49.2K shares-2.14%2025-09-302025-10-17 EEMV ISHARES INC60.3K shares-13.64%2025-09-302025-10-17 SEIE SEI EXCHANGE TRADED FUNDS121.9K sharesnew addition2025-09-302025-10-17 IGSB ISHARES TR69.2K shares0.33%2025-09-302025-10-17 GLD SPDR GOLD TR9.1K shares2.81%2025-09-302025-10-17 UAL UNITED AIRLS HLDGS INC36.6K shares0.30%2025-09-302025-10-17 MCD MCDONALDS CORP11.8K shares-1.62%2025-09-302025-10-17 META META PLATFORMS INC5.0K shares25.65%2025-09-302025-10-17 ESML ISHARES TR77.4K shares8.84%2025-09-302025-10-17 PEP PEPSICO INC22.8K shares2.76%2025-09-302025-10-17 DFAR DIMENSIONAL ETF TRUST145.0K shares10.50%2025-09-302025-10-17 SCHG SCHWAB STRATEGIC TR108.1K shares165.03%2025-09-302025-10-17 CMF ISHARES TR59.7K shares8.59%2025-09-302025-10-17 VEEV VEEVA SYS INC11.4K shares-15.14%2025-09-302025-10-17 DFAE DIMENSIONAL ETF TRUST102.9K shares-10.32%2025-09-302025-10-17 PHYS SPROTT ASSET MANAGEMENT LP99.9K shares8.50%2025-09-302025-10-17 ORCL ORACLE CORP10.4K shares6.71%2025-09-302025-10-17 WFC WELLS FARGO CO NEW38.6K shares14.46%2025-09-302025-10-17 SPYM SPDR SERIES TRUST40.5K shares-2.13%2025-09-302025-10-17 ESGE ISHARES INC69.3K shares-1.08%2025-09-302025-10-17 JPST J P MORGAN EXCHANGE TRADED F58.3K shares-71.69%2025-09-302025-10-17 DE DEERE & CO6.4K shares12.24%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW3.1K shares3.63%2025-09-302025-10-17 DFSE DIMENSIONAL ETF TRUST68.0K shares30.88%2025-09-302025-10-17 IWM ISHARES TR11.4K shares0.51%2025-09-302025-10-17 VEU VANGUARD INTL EQUITY INDEX F36.2K shares-5.12%2025-09-302025-10-17 HD HOME DEPOT INC6.7K shares5.78%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO17.1K shares8.21%2025-09-302025-10-17 MDLZ MONDELEZ INTL INC41.3K shares-2.92%2025-09-302025-10-17 IBTI ISHARES TR111.5K shares23.34%2025-09-302025-10-17 ARKK ARK ETF TR28.9K shares-14.22%2025-09-302025-10-17 LDOS LEIDOS HOLDINGS INC13.5K shares19.22%2025-09-302025-10-17 HEFA ISHARES TR61.2K shares-11.25%2025-09-302025-10-17 CVX CHEVRON CORP NEW16.2K shares10.52%2025-09-302025-10-17 SCHV SCHWAB STRATEGIC TR84.8K shares840.08%2025-09-302025-10-17 ACN ACCENTURE PLC IRELAND10.4K shares0.49%2025-09-302025-10-17 IBM INTERNATIONAL BUSINESS MACHS8.7K shares14.80%2025-09-302025-10-17 IWV ISHARES TR6.2K shares0.03%2025-09-302025-10-17 SCHX SCHWAB STRATEGIC TR88.4K shares758.66%2025-09-302025-10-17 IAU ISHARES GOLD TR27.7K shares36.01%2025-09-302025-10-17 DIS DISNEY WALT CO20.3K shares2.09%2025-09-302025-10-17 UNP UNION PAC CORP9.9K shares4.58%2025-09-302025-10-17 TSLA TESLA INC5.2K shares16.56%2025-09-302025-10-17 ABBV ABBVIE INC9.7K shares5.71%2025-09-302025-10-17 PH PARKER-HANNIFIN CORP3.0K shares2.10%2025-09-302025-10-17 BILL BILL HOLDINGS INC43.8K shares0.02%2025-09-302025-10-17 BA BOEING CO10.0K shares4.47%2025-09-302025-10-17 WMT WALMART INC19.1K shares11.07%2025-09-302025-10-17 IVE ISHARES TR9.6K shares152.54%2025-09-302025-10-17 ZM ZOOM COMMUNICATIONS INC24.4K shares-12.27%2025-09-302025-10-17 CAT CATERPILLAR INC3.6K shares7.76%2025-09-302025-10-17 NFLX NETFLIX INC1.6K shares6.64%2025-09-302025-10-17 BX BLACKSTONE INC11.9K shares0.93%2025-09-302025-10-17 SPYV SPDR SERIES TRUST34.2K shares294.34%2025-09-302025-10-17 AVGO BROADCOM INC5.1K shares32.97%2025-09-302025-10-17 SYK STRYKER CORPORATION4.9K shares-0.95%2025-09-302025-10-17 OMFL INVESCO EXCH TRD SLF IDX FD29.2K shares-10.41%2025-09-302025-10-17 LLY ELI LILLY & CO2.1K shares14.20%2025-09-302025-10-17 HYGH ISHARES U S ETF TR20.0K shares-6.58%2025-09-302025-10-17 SEIS SEI EXCHANGE TRADED FUNDS61.0K sharesnew addition2025-09-302025-10-17 XLSR SSGA ACTIVE TR27.8K shares-1.73%2025-09-302025-10-17 IBTJ ISHARES TR73.1K shares46.76%2025-09-302025-10-17 SEEM SEI EXCHANGE TRADED FUNDS52.0K sharesnew addition2025-09-302025-10-17 IDEV ISHARES TR19.2K sharesnew addition2025-09-302025-10-17 HSCZ ISHARES TR40.8K shares-3.82%2025-09-302025-10-17 REET ISHARES TR60.2K shares-33.01%2025-09-302025-10-17 SCHF SCHWAB STRATEGIC TR64.5K shares1.52%2025-09-302025-10-17 EMXC ISHARES INC21.6K shares-2.42%2025-09-302025-10-17 KO COCA COLA CO22.0K shares8.73%2025-09-302025-10-17 IVV ISHARES TR2.2K shares3.44%2025-09-302025-10-17 SBUX STARBUCKS CORP17.3K shares108.06%2025-09-302025-10-17 TXN TEXAS INSTRS INC8.3K shares-2.17%2025-09-302025-10-17 GE GE AEROSPACE4.8K shares14.30%2025-09-302025-10-17 AGG ISHARES TR14.2K sharesnew addition2025-09-302025-10-17 VBK VANGUARD INDEX FDS4.7K shares118.30%2025-09-302025-10-17 AMD ADVANCED MICRO DEVICES INC6.1K shares27.96%2025-09-302025-10-17 AXP AMERICAN EXPRESS CO4.4K shares8.23%2025-09-302025-10-17 VYMI VANGUARD WHITEHALL FDS16.6K shares47.06%2025-09-302025-10-17 EFA ISHARES TR14.7K shares-0.96%2025-09-302025-10-17 EMR EMERSON ELEC CO10.7K shares7.32%2025-09-302025-10-17 EZM WISDOMTREE TR20.9K shares0.00%2025-09-302025-10-17 DHI D R HORTON INC8.6K shares0.81%2025-09-302025-10-17 SEIM SEI EXCHANGE TRADED FUNDS29.2K sharesnew addition2025-09-302025-10-17 SCHA SCHWAB STRATEGIC TR46.6K shares324.85%2025-09-302025-10-17 DIA SPDR DOW JONES INDL AVERAGE2.8K shares0.57%2025-09-302025-10-17 CRM SALESFORCE INC5.2K shares-0.68%2025-09-302025-10-17 JPME J P MORGAN EXCHANGE TRADED F12.1K shares-0.02%2025-09-302025-10-17 SEIV SEI EXCHANGE TRADED FUNDS33.6K sharesnew addition2025-09-302025-10-17 BNDW VANGUARD SCOTTSDALE FDS17.9K shares-2.62%2025-09-302025-10-17 ADP AUTOMATIC DATA PROCESSING IN4.5K shares0.65%2025-09-302025-10-17 VTHR VANGUARD SCOTTSDALE FDS4.3K shares0.09%2025-09-302025-10-17 AVRE AMERICAN CENTY ETF TR27.6K shares-0.43%2025-09-302025-10-17 VXF VANGUARD INDEX FDS5.8K shares5.71%2025-09-302025-10-17 JPIN J P MORGAN EXCHANGE TRADED F18.3K shares0.08%2025-09-302025-10-17 PLTR PALANTIR TECHNOLOGIES INC6.8K shares-3.56%2025-09-302025-10-17 MUNI PIMCO ETF TR22.7K shares88.41%2025-09-302025-10-17 VNQ VANGUARD INDEX FDS13.0K shares20.97%2025-09-302025-10-17 TT TRANE TECHNOLOGIES PLC2.8K shares18.72%2025-09-302025-10-17 MRK MERCK & CO INC13.9K shares22.73%2025-09-302025-10-17 FDX FEDEX CORP4.9K shares2.69%2025-09-302025-10-17 T AT&T INC43.3K shares24.86%2025-09-302025-10-17 UNH UNITEDHEALTH GROUP INC3.2K shares82.75%2025-09-302025-10-17 DCOR DIMENSIONAL ETF TRUST15.8K shares-27.85%2025-09-302025-10-17 AVIG AMERICAN CENTY ETF TR26.1K shares-1.40%2025-09-302025-10-17 BSCS INVESCO EXCH TRD SLF IDX FD53.3K shares23.24%2025-09-302025-10-17 SO SOUTHERN CO11.1K shares-0.28%2025-09-302025-10-17 BSCT INVESCO EXCH TRD SLF IDX FD57.5K shares24.82%2025-09-302025-10-17 BSCU INVESCO EXCH TRD SLF IDX FD63.9K shares77.19%2025-09-302025-10-17 BSCR INVESCO EXCH TRD SLF IDX 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shares40.26%2025-09-302025-10-17 LNT ALLIANT ENERGY CORP5.0K sharesnew addition2025-09-302025-10-17 GS GOLDMAN SACHS GROUP INC436 shares7.65%2025-09-302025-10-17 SCZ ISHARES TR4.3K shares-4.45%2025-09-302025-10-17 LIN LINDE PLC740 shares15.09%2025-09-302025-10-17 VLO VALERO ENERGY CORP2.1K shares21.22%2025-09-302025-10-17 BR BROADRIDGE FINL SOLUTIONS IN1.4K shares-2.50%2025-09-302025-10-17 VGSR MANAGER DIRECTED PORTFOLIOS30.7K shares23.00%2025-09-302025-10-17 J JACOBS SOLUTIONS INC2.1K shares0.78%2025-09-302025-10-17 BKNG BOOKING HOLDINGS INC65 shares16.07%2025-09-302025-10-17 TFC TRUIST FINL CORP7.9K shares15.56%2025-09-302025-10-17 OLED UNIVERSAL DISPLAY CORP2.1K shares0.52%2025-09-302025-10-17 COR CENCORA INC990 shares6.34%2025-09-302025-10-17 ES EVERSOURCE ENERGY4.4K shares5.15%2025-09-302025-10-17 WMB WILLIAMS COS INC4.9K shares10.51%2025-09-302025-10-17 URI UNITED RENTALS INC300 shares4.53%2025-09-302025-10-17 USFR WISDOMTREE TR6.0K shares-1.62%2025-09-302025-10-17 NVS NOVARTIS 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shares-5.36%2025-09-302025-10-17 CB CHUBB LIMITED911 shares15.32%2025-09-302025-10-17 SRE SEMPRA2.6K sharesnew addition2025-09-302025-10-17 HYD VANECK ETF TRUST4.6K sharesnew addition2025-09-302025-10-17 ITW ILLINOIS TOOL WKS INC946 shares3.61%2025-09-302025-10-17 IQV IQVIA HLDGS INC1.1K sharesnew addition2025-09-302025-10-17 EMLC VANECK ETF TRUST9.1K sharesnew addition2025-09-302025-10-17 COF CAPITAL ONE FINL CORP1.1K shares14.86%2025-09-302025-10-17 MINT PIMCO ETF TR2.3K shares0.00%2025-09-302025-10-17 TD TORONTO DOMINION BK ONT2.9K sharesnew addition2025-09-302025-10-17 BLD TOPBUILD CORP521 sharesnew addition2025-09-302025-10-17 STPZ PIMCO ETF TR4.2K shares-4.66%2025-09-302025-10-17 CI THE CIGNA GROUP763 sharesnew addition2025-09-302025-10-17 STRL STERLING INFRASTRUCTURE INC611 sharesnew addition2025-09-302025-10-17 TRV TRAVELERS COMPANIES INC834 sharesnew addition2025-09-302025-10-17 DHS WISDOMTREE TR2.2K shares0.14%2025-09-302025-10-17 SILJ AMPLIFY ETF TR8.0K sharesnew 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AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2025-09-302025-10-17 AVES AMERICAN CENTY ETF TR3.5K sharesnew addition2025-09-302025-10-17 BSVO EA SERIES TRUST9.1K shares-9.57%2025-09-302025-10-17 SGI SOMNIGROUP INTERNATIONAL INC2.4K sharesnew addition2025-09-302025-10-17 FSK FS KKR CAP CORP12.6K shares-23.07%2025-09-302025-10-17 EOSE EOS ENERGY ENTERPRISES INC11.1K sharesnew addition2025-09-302025-10-17 PFO FLAHERTY & CRUMRINE PFD INCO15.1K shares0.00%2025-09-302025-10-17 OMER OMEROS CORP14.3K shares0.00%2025-09-302025-10-17 ESBA EMPIRE ST RLTY OP L P17.2K shares0.00%2025-09-302025-10-17 PGEN PRECIGEN INC29.0K shares0.00%2025-09-302025-10-17 NERV MINERVA NEUROSCIENCES INC39.3K shares87.75%2025-09-302025-10-17 XERS XERIS BIOPHARMA HOLDINGS INC10.0K shares0.00%2025-09-302025-10-17 PLG PLATINUM GROUP METALS LTD29.3K shares44.33%2025-09-302025-10-17 MPW MEDICAL PPTYS TRUST INC10.5K shares4.81%2025-09-302025-10-17 SLI STANDARD LITHIUM LTD10.0K shares0.00%2025-09-302025-10-17 CABLE ONE INC CABLE ONE INC20.0K sharesnew addition2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available