The Analysis of APPLETON PARTNERS INC/MA's Holdings
Currently, APPLETON PARTNERS INC/MA holds 263 types of securities in its portfolio with a total value $1.5M. In the most recent quarter, they have increased their positions in NFLX (+153.8K shares, valued at $14.4K), XLE (+273.2K shares, valued at $12.2K), QXO (+613.9K shares, valued at $11.8K); decreased their positions in MU (-13.1K shares, valued at $3.7K), AAPL (-6.4K shares, valued at $1.7K), N/A (-4.9K shares, valued at $1.7K); initiated new positions in QXO (+613.9K shares, valued at $11.8K), SOLV (+88.4K shares, valued at $7.0K), PGR (+2.0K shares, valued at $455). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM341.7K shares-1.83%2025-12-312026-01-09
MSFT MICROSOFT CORP COM117.5K shares0.10%2025-12-312026-01-09 GSLC GOLDMAN SACHS ETF TR ACTIVEBET423.1K shares-1.48%2025-12-312026-01-09 SCHX SCHWAB STRATEGIC TR US LRG CAP1.8M shares-0.91%2025-12-312026-01-09 AMZN AMAZON COM INC COM179.9K shares-0.51%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO. COM127.1K shares-0.97%2025-12-312026-01-09 MU MICRON TECHNOLOGY INC COM117.7K shares-9.99%2025-12-312026-01-09 GEV GE VERNOVA INC COM43.3K shares-1.72%2025-12-312026-01-09 V VISA INC COM CL A80.3K shares0.26%2025-12-312026-01-09 MS MORGAN STANLEY COM NEW151.5K shares-0.94%2025-12-312026-01-09 XLE SELECT SECTOR SPDR TR ENERGY543.5K shares101.08%2025-12-312026-01-09 JPST J P MORGAN EXCHANGE TRADED FD479.1K shares-0.75%2025-12-312026-01-09 HD HOME DEPOT INC COM65.0K shares0.43%2025-12-312026-01-09 META META PLATFORMS INC CL A33.5K shares-0.95%2025-12-312026-01-09 SCHF SCHWAB STRATEGIC TR INTL EQTY860.7K shares-0.43%2025-12-312026-01-09 LLY ELI LILLY & CO COM18.1K shares-0.38%2025-12-312026-01-09 GSIE GOLDMAN SACHS ETF TR ACTIVEBET441.8K shares0.25%2025-12-312026-01-09 IEMG ISHARES INC CORE MSCI EMKT266.0K shares-0.99%2025-12-312026-01-09 WELL WELLTOWER INC COM93.0K shares3.78%2025-12-312026-01-09 NVDA NVIDIA CORPORATION COM87.7K shares-1.08%2025-12-312026-01-09 ICE INTERCONTINENTAL EXCHANGE INC100.7K shares1.61%2025-12-312026-01-09 NFLX NETFLIX INC COM170.6K shares916.59%2025-12-312026-01-09 INTU INTUIT COM23.6K shares-0.67%2025-12-312026-01-09 JEPI J P MORGAN EXCHANGE TRADED FD263.7K shares0.71%2025-12-312026-01-09 FLRN SPDR SERIES TRUST STATE STREET477.0K shares6.96%2025-12-312026-01-09 UNH UNITEDHEALTH GROUP INC COM42.9K shares-6.31%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR TR UNIT20.5K shares-0.56%2025-12-312026-01-09 DHR DANAHER CORPORATION COM55.9K shares-0.27%2025-12-312026-01-09 AJG GALLAGHER ARTHUR J & CO COM49.3K shares0.90%2025-12-312026-01-09 BKNG BOOKING HOLDINGS INC COM2.4K shares7.54%2025-12-312026-01-09 CW CURTISS WRIGHT CORP COM22.7K shares-1.11%2025-12-312026-01-09 SCHA SCHWAB STRATEGIC TR US SML CAP438.2K shares-0.75%2025-12-312026-01-09 IBB ISHARES TR ISHARES BIOTECH73.9K shares-0.02%2025-12-312026-01-09 CDNS CADENCE DESIGN SYSTEMS INC38.4K shares1.74%2025-12-312026-01-09 QXO QXO INC COM NEW613.9K sharesnew addition2025-12-312026-01-09 CIBR FIRST TR EXCHANGE TRADED FD II162.5K shares-0.39%2025-12-312026-01-09 KTOS KRATOS DEFENSE & SECURITY SOLU148.3K shares8.35%2025-12-312026-01-09 SHW SHERWIN WILLIAMS CO COM34.5K shares-0.08%2025-12-312026-01-09 SYK STRYKER CORPORATION COM30.5K shares0.84%2025-12-312026-01-09 VRSK VERISK ANALYTICS INC COM47.2K shares9.47%2025-12-312026-01-09 DIS DISNEY WALT CO COM92.2K shares-0.23%2025-12-312026-01-09 EVR EVERCORE INC CLASS A30.7K shares0.22%2025-12-312026-01-09 VMC VULCAN MATLS CO COM36.3K shares-0.07%2025-12-312026-01-09 SPIB SPDR SERIES TRUST STATE STREET305.7K shares6.20%2025-12-312026-01-09 JPME J P MORGAN EXCHANGE TRADED FD91.7K shares2.30%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON COM47.2K shares0.38%2025-12-312026-01-09 JPSE J P MORGAN EXCHANGE TRADED FD190.0K shares2.57%2025-12-312026-01-09 ROP ROPER TECHNOLOGIES INC COM21.3K shares-5.64%2025-12-312026-01-09 MNST MONSTER BEVERAGE CORP NEW COM121.7K shares-0.22%2025-12-312026-01-09 RSG REPUBLIC SVCS INC COM43.3K shares1.36%2025-12-312026-01-09 WCN WASTE CONNECTIONS INC COM51.9K shares1.19%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW COM10.2K shares-1.07%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO COM61.2K shares-2.78%2025-12-312026-01-09 SPAB SPDR SERIES TRUST STATE STREET337.6K shares6.84%2025-12-312026-01-09 TMO THERMO FISHER SCIENTIFIC INC C14.9K shares-2.52%2025-12-312026-01-09 SPOT SPOTIFY TECHNOLOGY SA14.4K shares2.00%2025-12-312026-01-09 NOW SERVICENOW INC COM53.9K shares353.88%2025-12-312026-01-09 ADSK AUTODESK INC COM27.5K shares11.31%2025-12-312026-01-09 ABBV ABBVIE INC COM34.2K shares-11.12%2025-12-312026-01-09 WMT WALMART INC COM64.3K shares-0.30%2025-12-312026-01-09 TJX TJX COS INC NEW COM45.8K shares-3.72%2025-12-312026-01-09 SOLV SOLVENTUM CORP COM SHS88.4K sharesnew addition2025-12-312026-01-09 IAGG ISHARES TR CORE INTL AGGR135.7K shares4.19%2025-12-312026-01-09 PEP PEPSICO INC COM47.2K shares-0.80%2025-12-312026-01-09 PANW PALO ALTO NETWORKS INC COM36.1K shares-4.56%2025-12-312026-01-09 JMST J P MORGAN EXCHANGE TRADED FD119.6K shares0.96%2025-12-312026-01-09 LVMUY LVMH MOET HENNESSY LOU VUITTON37.7K shares-4.86%2025-12-312026-01-09 XLU SELECT SECTOR SPDR TR SBI INT-129.5K shares96.42%2025-12-312026-01-09 MCD MCDONALDS CORP COM17.7K shares0.44%2025-12-312026-01-09 EMLP FIRST TR EXCHANGE-TRADED FD IV128.6K shares0.92%2025-12-312026-01-09 SCHH SCHWAB STRATEGIC TR US REIT ET223.6K shares5.05%2025-12-312026-01-09 GS GOLDMAN SACHS GROUP INC COM5.2K shares-3.35%2025-12-312026-01-09 IWM ISHARES TR RUSSELL 2000 ETF18.3K shares-1.25%2025-12-312026-01-09 CME CME GROUP INC COM16.4K shares0.14%2025-12-312026-01-09 CRH PLC ORD CRH PLC ORD33.5K shares-5.33%2025-12-312026-01-09 HSY HERSHEY CO COM21.8K shares-6.48%2025-12-312026-01-09 XOM EXXON MOBIL CORP COM31.5K shares0.51%2025-12-312026-01-09 COF CAPITAL ONE FINL CORP COM15.3K shares-0.65%2025-12-312026-01-09 COMB GRANITESHARES ETF TR BBG COMMD176.1K shares1.60%2025-12-312026-01-09 FPE FIRST TR EXCH TRADED FD III PF203.9K shares26.47%2025-12-312026-01-09 HACK AMPLIFY ETF TR AMPLIFY CYBERSE45.6K shares-1.78%2025-12-312026-01-09 AMT AMERICAN TOWER CORP20.8K shares-3.80%2025-12-312026-01-09 DGX QUEST DIAGNOSTICS INC COM21.0K shares3.62%2025-12-312026-01-09 XLK SELECT SECTOR SPDR TR STATE ST25.1K shares86.18%2025-12-312026-01-09 IVV ISHARES TR CORE S&P500 ETF5.2K shares0.19%2025-12-312026-01-09 ROL ROLLINS INC COM55.9K shares1.90%2025-12-312026-01-09 SPHY SPDR SERIES TRUST STATE STREET139.6K shares7.05%2025-12-312026-01-09 BKLN INVESCO EXCH TRADED FD TR II S156.2K shares3.01%2025-12-312026-01-09 LMT LOCKHEED MARTIN CORP COM6.4K shares0.02%2025-12-312026-01-09 NOC NORTHROP GRUMMAN CORP COM5.4K shares-2.84%2025-12-312026-01-09 HON HONEYWELL INTL INC COM15.3K shares642.66%2025-12-312026-01-09 EFA ISHARES TR MSCI EAFE ETF30.5K shares-3.43%2025-12-312026-01-09 GLW CORNING INC COM32.8K shares-10.46%2025-12-312026-01-09 CTAS CINTAS CORP COM15.0K shares-4.09%2025-12-312026-01-09 BR BROADRIDGE FINL SOLUTIONS INC12.1K shares0.74%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS VAN F40.5K shares-2.68%2025-12-312026-01-09 SCHG SCHWAB STRATEGIC TR US LCAP GR69.0K shares-0.43%2025-12-312026-01-09 APD AIR PRODS & CHEMS INC COM8.9K shares-9.93%2025-12-312026-01-09 SYY SYSCO CORP COM29.4K shares0.34%2025-12-312026-01-09 IWR ISHARES TR RUS MID CAP ETF22.1K shares-2.77%2025-12-312026-01-09 BAC BANK AMERICA CORP COM38.4K shares-6.24%2025-12-312026-01-09 NKE NIKE INC CL B32.9K shares-0.41%2025-12-312026-01-09 ADP AUTOMATIC DATA PROCESSING INC8.1K shares2.44%2025-12-312026-01-09 WSO WATSCO INC COM6.1K shares-8.81%2025-12-312026-01-09 HLI HOULIHAN LOKEY INC CL A11.3K shares3.87%2025-12-312026-01-09 EQIX EQUINIX INC COM2.5K shares-4.49%2025-12-312026-01-09 ZTS ZOETIS INC CL A15.0K shares-7.02%2025-12-312026-01-09 ABT ABBOTT LABS COM13.9K shares0.72%2025-12-312026-01-09 AMGN AMGEN INC COM5.3K shares-1.39%2025-12-312026-01-09 GLD SPDR GOLD TR GOLD SHS4.1K shares16.65%2025-12-312026-01-09 APH AMPHENOL CORP NEW CL A11.7K shares-1.60%2025-12-312026-01-09 VO VANGUARD INDEX FDS MID CAP ETF5.4K shares-11.69%2025-12-312026-01-09 XLF SELECT SECTOR SPDR TR STATE ST28.6K shares4.89%2025-12-312026-01-09 CSCO CISCO SYS INC COM20.3K shares-3.72%2025-12-312026-01-09 IWF ISHARES TR RUS 1000 GRW ETF3.3K shares0.15%2025-12-312026-01-09 IWO ISHARES TR RUS 2000 GRW ETF4.6K shares0.00%2025-12-312026-01-09 VEU VANGUARD INTL EQUITY INDEX FDS20.1K shares-1.41%2025-12-312026-01-09 VV VANGUARD INDEX FDS LARGE CAP E4.6K shares-0.54%2025-12-312026-01-09 XLC SELECT SECTOR SPDR TR STATE ST11.7K shares-6.67%2025-12-312026-01-09 VTI VANGUARD INDEX FDS TOTAL STK M4.1K shares-0.61%2025-12-312026-01-09 VWO VANGUARD INTL EQUITY INDEX FDS22.7K shares-15.21%2025-12-312026-01-09 ORCL ORACLE CORP COM6.1K shares20.55%2025-12-312026-01-09 ADBE ADOBE INC COM3.3K shares-3.32%2025-12-312026-01-09 VGT VANGUARD WORLD FD INF TECH ETF1.5K shares-28.64%2025-12-312026-01-09 CAT CATERPILLAR INC COM1.9K shares14.29%2025-12-312026-01-09 XOP SPDR SERIES TRUST STATE STREET8.5K shares-6.56%2025-12-312026-01-09 VRSN VERISIGN INC COM4.4K shares-0.81%2025-12-312026-01-09 IJH ISHARES TR CORE S&P MCP ETF15.9K shares-0.09%2025-12-312026-01-09 PFFD GLOBAL X FDS US PFD ETF55.5K shares-34.80%2025-12-312026-01-09 MAA MID-AMER APT CMNTYS INC COM7.3K shares11.97%2025-12-312026-01-09 CMCSA COMCAST CORP NEW CL A33.8K shares-3.83%2025-12-312026-01-09 WFC WELLS FARGO CO NEW COM10.7K shares-3.79%2025-12-312026-01-09 EEM ISHARES TR MSCI EMG MKT ETF16.8K shares-5.92%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS DIV4.2K shares-2.23%2025-12-312026-01-09 IWP ISHARES TR RUS MD CP GR ETF6.7K shares0.00%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS C3.0K shares-7.43%2025-12-312026-01-09 DVY ISHARES TR SELECT DIVID ETF6.2K shares0.00%2025-12-312026-01-09 RTX RTX CORPORATION COM4.7K shares21.80%2025-12-312026-01-09 KO COCA COLA CO COM12.1K shares-13.89%2025-12-312026-01-09 VRTX VERTEX PHARMACEUTICALS INC1.8K shares0.00%2025-12-312026-01-09 SDY SPDR SERIES TRUST STATE STREET5.9K shares-0.93%2025-12-312026-01-09 FNDX SCHWAB STRATEGIC TR FUNDAMENTA29.3K shares0.00%2025-12-312026-01-09 QEMM SPDR INDEX SHS FDS MSCI EMRG M11.9K shares-9.34%2025-12-312026-01-09 MDY SPDR S&P MIDCAP 400 ETF TR UTS1.3K shares-9.72%2025-12-312026-01-09 WAB WABTEC COM3.7K shares-1.35%2025-12-312026-01-09 IUSB ISHARES TR CORE UNIVRSL USD16.7K shares-14.98%2025-12-312026-01-09 TXN TEXAS INSTRS INC COM4.4K shares24.59%2025-12-312026-01-09 BRK.A BERKSHIRE HATHAWAY INC1 shares0.00%2025-12-312026-01-09 CSX CSX CORP COM20.6K shares12.86%2025-12-312026-01-09 UNP UNION PAC CORP COM3.1K shares14.02%2025-12-312026-01-09 TT TRANE TECHNOLOGIES PLC SHS1.8K shares-1.68%2025-12-312026-01-09 MMM 3M CO COM4.2K shares-5.24%2025-12-312026-01-09 FNDF SCHWAB STRATEGIC TR FUNDAMENTA14.7K shares-0.68%2025-12-312026-01-09 GLDM WORLD GOLD TR SPDR GLD MINIS7.6K shares5.58%2025-12-312026-01-09 SCHD SCHWAB STRATEGIC TR US DIVIDEN22.8K shares-2.46%2025-12-312026-01-09 DIA SPDR DOW JONES INDL AVERAGE ET1.3K shares0.00%2025-12-312026-01-09 ESGV VANGUARD WORLD FD ESG US STK E5.1K shares14.10%2025-12-312026-01-09 TRV TRAVELERS COMPANIES INC COM2.1K shares25.27%2025-12-312026-01-09 INTC INTEL CORP COM16.5K shares-5.60%2025-12-312026-01-09 CB CHUBB LIMITED COM1.9K shares-1.02%2025-12-312026-01-09 DE DEERE & CO COM1.2K shares31.42%2025-12-312026-01-09 WM WASTE MGMT INC DEL COM2.5K shares-4.10%2025-12-312026-01-09 EFAV ISHARES TR MSCI EAFE MIN VL6.5K shares-2.73%2025-12-312026-01-09 MDLZ MONDELEZ INTL INC CL A10.2K shares-3.26%2025-12-312026-01-09 VB VANGUARD INDEX FDS SMALL CP ET2.1K shares-1.17%2025-12-312026-01-09 YUM YUM BRANDS INC COM3.6K shares0.00%2025-12-312026-01-09 VSS VANGUARD INTL EQUITY INDEX FDS3.8K shares0.00%2025-12-312026-01-09 CRM SALESFORCE INC COM2.0K shares-4.10%2025-12-312026-01-09 AFL AFLAC INC COM4.9K shares0.00%2025-12-312026-01-09 ADM ARCHER DANIELS MIDLAND CO COM9.3K shares-2.26%2025-12-312026-01-09 VLO VALERO ENERGY CORP COM3.2K shares-2.62%2025-12-312026-01-09 IEFA ISHARES TR CORE MSCI EAFE5.5K shares-0.88%2025-12-312026-01-09 IJR ISHARES TR CORE S&P SCP ETF4.1K shares-1.94%2025-12-312026-01-09 SAMG SILVERCREST ASSET MGMT GROUP I31.6K shares0.00%2025-12-312026-01-09 IWN ISHARES TR RUS 2000 VAL ETF2.7K shares-9.79%2025-12-312026-01-09 SBUX STARBUCKS CORP COM5.7K shares-9.41%2025-12-312026-01-09 JUST GOLDMAN SACHS ETF TR JUST US L4.9K shares18.77%2025-12-312026-01-09 T AT&T INC COM19.0K shares0.10%2025-12-312026-01-09 ITW ILLINOIS TOOL WKS INC COM1.9K shares10.72%2025-12-312026-01-09 PGR PROGRESSIVE CORP COM2.0K sharesnew addition2025-12-312026-01-09 ESGD ISHARES TR ESG AW MSCI EAFE4.7K shares0.32%2025-12-312026-01-09 VUG VANGUARD INDEX FDS GROWTH ETF899 shares8.31%2025-12-312026-01-09 VZ VERIZON COMMUNICATIONS INC COM10.7K shares1.72%2025-12-312026-01-09 ACWV ISHARES INC MSCI GBL MIN VOL3.6K shares0.00%2025-12-312026-01-09 XLP SELECT SECTOR SPDR TR STATE ST5.4K shares-10.23%2025-12-312026-01-09 SCHB SCHWAB STRATEGIC TR US BRD MKT16.0K shares4.32%2025-12-312026-01-09 IWS ISHARES TR RUS MDCP VAL ETF3.0K shares-0.50%2025-12-312026-01-09 CVX CHEVRON CORP NEW COM2.7K shares-1.11%2025-12-312026-01-09 TMUS T-MOBILE US INC COM2.0K shares105.56%2025-12-312026-01-09 SCHE SCHWAB STRATEGIC TR EMRG MKTEQ11.9K shares0.00%2025-12-312026-01-09 ITOT ISHARES TR CORE S&P TTL STK2.6K shares-1.88%2025-12-312026-01-09 TSLA TESLA INC COM858 shares-1.83%2025-12-312026-01-09 ORLY OREILLY AUTOMOTIVE INC COM4.2K shares2.78%2025-12-312026-01-09 CHD CHURCH & DWIGHT CO INC COM4.6K shares24.10%2025-12-312026-01-09 BA BOEING CO COM1.7K shares7.67%2025-12-312026-01-09 VTV VANGUARD INDEX FDS VALUE ETF2.0K shares8.48%2025-12-312026-01-09 FNDA SCHWAB STRATEGIC TR FUNDAMENTA11.8K shares-1.25%2025-12-312026-01-09 DRI DARDEN RESTAURANTS INC2.0K shares0.00%2025-12-312026-01-09 HERO GLOBAL X FDS VDEO GAM ESPRT12.2K shares0.00%2025-12-312026-01-09 BN BROOKFIELD CORP CL A LTD VT SH7.8K sharesnew addition2025-12-312026-01-09 FBTC FIDELITY WISE ORIGIN BITCOIN F4.5K shares4.93%2025-12-312026-01-09 EOG EOG RES INC COM3.3K shares-2.49%2025-12-312026-01-09 IWD ISHARES TR RUS 1000 VAL ETF1.6K shares0.00%2025-12-312026-01-09 VBR VANGUARD INDEX FDS SM CP VAL E1.6K shares1.73%2025-12-312026-01-09 VYM VANGUARD WHITEHALL FDS HIGH DI2.3K shares0.00%2025-12-312026-01-09 CL COLGATE PALMOLIVE CO COM4.1K shares-2.98%2025-12-312026-01-09 NEE NEXTERA ENERGY INC COM4.0K sharesnew addition2025-12-312026-01-09 EEMV ISHARES INC MSCI EMERG MRKT5.0K shares0.00%2025-12-312026-01-09 JEPQ J P MORGAN EXCHANGE TRADED FD5.4K shares-9.93%2025-12-312026-01-09 NUE NUCOR CORP COM1.9K shares0.00%2025-12-312026-01-09 IVE ISHARES TR S&P 500 VAL ETF1.4K shares-34.25%2025-12-312026-01-09 F FORD MTR CO COM23.0K shares0.00%2025-12-312026-01-09 MDB MONGODB INC CL A712 shares0.00%2025-12-312026-01-09 VHT VANGUARD WORLD FD HEALTH CAR E1.0K shares-4.59%2025-12-312026-01-09 SO SOUTHERN CO COM3.4K shares0.00%2025-12-312026-01-09 IYE ISHARES TR U.S. ENERGY ETF6.1K shares-18.15%2025-12-312026-01-09 FPX FIRST TR EXCHANGE-TRADED FD US1.7K shares0.00%2025-12-312026-01-09 EXPE EXPEDIA GROUP INC COM NEW990 sharesnew addition2025-12-312026-01-09 FNDE SCHWAB STRATEGIC TR FUNDAMENTA7.3K shares0.00%2025-12-312026-01-09 FTV FORTIVE CORP COM4.6K shares0.00%2025-12-312026-01-09 CTVA CORTEVA INC COM3.7K sharesnew addition2025-12-312026-01-09 SPXE PROSHARES TR SP500 EX ENRGY3.3K shares0.00%2025-12-312026-01-09 DON WISDOMTREE TR US MIDCAP DIVID4.7K shares0.00%2025-12-312026-01-09 SCHM SCHWAB STRATEGIC TR US MID-CAP7.8K shares-1.67%2025-12-312026-01-09 GIS GENERAL MLS INC COM5.0K shares-3.38%2025-12-312026-01-09 LOW LOWES COS INC COM964 shares-1.63%2025-12-312026-01-09 YUMC YUM CHINA HLDGS INC COM4.8K shares-1.25%2025-12-312026-01-09 SHEL SHELL PLC SPON ADS3.1K shares0.00%2025-12-312026-01-09 RLI RLI CORP COM3.4K shares-23.52%2025-12-312026-01-09 NVT NVENT ELECTRIC PLC SHS2.1K shares0.00%2025-12-312026-01-09 MDYV SPDR SERIES TRUST STATE STREET2.5K shares-1.93%2025-12-312026-01-09 NTRS NORTHERN TR CORP COM1.5K shares-4.64%2025-12-312026-01-09 VOX VANGUARD WORLD FD COMM SRVC ET1.1K shares-2.69%2025-12-312026-01-09 PFE PFIZER INC COM8.4K shares-0.49%2025-12-312026-01-09 VSGX VANGUARD WORLD FD ESG INTL STK2.9K sharesnew addition2025-12-312026-01-09 SCHV SCHWAB STRATEGIC TR US LCAP VA7.0K shares0.00%2025-12-312026-01-09 UBER UBER TECHNOLOGIES INC2.5K sharesnew addition2025-12-312026-01-09 VGK VANGUARD INTL EQUITY INDEX FDS2.5K sharesnew addition2025-12-312026-01-09 XLB SELECT SECTOR SPDR TR STATE ST4.4K sharesnew addition2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available