The Analysis of APPLETON PARTNERS INC/MA's Holdings
Currently, APPLETON PARTNERS INC/MA holds 256 types of securities in its portfolio with a total value $1.5M. In the most recent quarter, they have increased their positions in CDNS (+37.7K shares, valued at $13.2K), KTOS (+136.9K shares, valued at $12.5K), LLY (+13.6K shares, valued at $10.4K); decreased their positions in MRVL (-130.0K shares, valued at $10.9K), NOC (-15.9K shares, valued at $9.7K), ZTS (-64.7K shares, valued at $9.5K); initiated new positions in CDNS (+37.7K shares, valued at $13.2K), KTOS (+136.9K shares, valued at $12.5K), HLI (+10.8K shares, valued at $2.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC348.1K shares-0.37%2025-09-302025-11-05
MSFT MICROSOFT CORP117.3K shares-0.82%2025-09-302025-11-05 GSLC GOLDMAN SACHS ACTIVEBETA U.S.429.5K shares0.03%2025-09-302025-11-05 SCHX SCHWAB US LARGE-CAP ETF1.9M shares-0.05%2025-09-302025-11-05 AVGO BROADCOM INC124.6K shares-7.97%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO128.4K shares-0.55%2025-09-302025-11-05 AMZN AMAZON.COM INC180.8K shares-0.01%2025-09-302025-11-05 GOOG ALPHABET INC143.5K shares-7.24%2025-09-302025-11-05 V VISA INC80.1K shares-5.26%2025-09-302025-11-05 GEV GE VERNOVA INC44.0K shares-8.23%2025-09-302025-11-05 HD HOME DEPOT INC/THE64.7K shares1.12%2025-09-302025-11-05 META META PLATFORMS INC33.8K shares3.70%2025-09-302025-11-05 JPST JPMORGAN ULTRA-SHORT INCOME ET482.7K shares4.82%2025-09-302025-11-05 MS MORGAN STANLEY152.9K shares-1.27%2025-09-302025-11-05 XLE ENERGY SELECT SECTOR SPDR FUND270.3K shares-0.84%2025-09-302025-11-05 MU MICRON TECHNOLOGY INC130.8K shares-5.25%2025-09-302025-11-05 SCHF SCHWAB INTERNATIONAL EQUITY ET864.4K shares0.67%2025-09-302025-11-05 NFLX NETFLIX INC16.8K shares-0.86%2025-09-302025-11-05 GSIE GOLDMAN SACHS ACTIVEBETA INTER440.7K shares1.35%2025-09-302025-11-05 IEMG ISHARES CORE MSCI EMERGING MAR268.7K shares1.88%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC33.6K shares3.61%2025-09-302025-11-05 BX BLACKSTONE INC97.9K shares0.49%2025-09-302025-11-05 ICE INTERCONTINENTAL EXCHANGE INC99.2K shares2.34%2025-09-302025-11-05 NVDA NVIDIA CORP88.7K shares3.99%2025-09-302025-11-05 INTU INTUIT INC23.7K shares7.49%2025-09-302025-11-05 WELL WELLTOWER INC89.6K shares0.17%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC45.7K shares-9.20%2025-09-302025-11-05 AJG ARTHUR J GALLAGHER & CO48.9K shares1.17%2025-09-302025-11-05 JEPI JPMORGAN EQUITY PREMIUM INCOME261.9K shares0.54%2025-09-302025-11-05 LLY ELI LILLY & CO18.2K shares293.60%2025-09-302025-11-05 FLRN SPDR BLOOMBERG INVESTMENT GRAD445.9K shares0.89%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TRUST20.6K shares-2.60%2025-09-302025-11-05 CDNS CADENCE DESIGN SYSTEMS INC37.7K sharesnew addition2025-09-302025-11-05 KTOS KRATOS DEFENSE & SECURITY SOLU136.9K sharesnew addition2025-09-302025-11-05 CW CURTISS-WRIGHT CORP22.9K shares0.72%2025-09-302025-11-05 CIBR FIRST TRUST NASDAQ CYBERSECURI163.1K shares0.04%2025-09-302025-11-05 GOOGL ALPHABET INC50.7K shares-1.50%2025-09-302025-11-05 SCHA SCHWAB US SMALL-CAP ETF441.5K shares0.04%2025-09-302025-11-05 SHW SHERWIN-WILLIAMS CO/THE34.5K shares0.21%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC2.2K shares1.06%2025-09-302025-11-05 ROP ROPER TECHNOLOGIES INC22.6K shares-0.19%2025-09-302025-11-05 SYK STRYKER CORP30.3K shares2.52%2025-09-302025-11-05 VMC VULCAN MATERIALS CO36.3K shares-0.34%2025-09-302025-11-05 DHR DANAHER CORP56.0K shares-1.25%2025-09-302025-11-05 NOW SERVICENOW INC11.9K shares4.88%2025-09-302025-11-05 VRSK VERISK ANALYTICS INC43.1K shares0.97%2025-09-302025-11-05 IBB ISHARES BIOTECHNOLOGY ETF73.9K shares0.03%2025-09-302025-11-05 DIS WALT DISNEY CO/THE92.4K shares-1.55%2025-09-302025-11-05 EVR EVERCORE INC30.6K shares0.85%2025-09-302025-11-05 SPOT SPOTIFY TECHNOLOGY SA14.1K shares8.88%2025-09-302025-11-05 RSG REPUBLIC SERVICES INC42.7K shares-1.65%2025-09-302025-11-05 SPIB SPDR PORTFOLIO INTERMEDIATE TE287.8K shares2.36%2025-09-302025-11-05 JPME JPMORGAN DIVERSIFIED RETURN US89.7K shares1.36%2025-09-302025-11-05 PG PROCTER & GAMBLE CO/THE63.0K shares-1.15%2025-09-302025-11-05 COST COSTCO WHOLESALE CORP10.3K shares-0.93%2025-09-302025-11-05 JPSE JPMORGAN DIVERSIFIED RETURN US185.3K shares1.71%2025-09-302025-11-05 WCN WASTE CONNECTIONS INC51.3K shares2.94%2025-09-302025-11-05 ABBV ABBVIE INC38.5K shares-3.25%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON47.0K shares0.06%2025-09-302025-11-05 MNST MONSTER BEVERAGE CORP122.0K shares1.42%2025-09-302025-11-05 CMG CHIPOTLE MEXICAN GRILL INC209.0K shares1.05%2025-09-302025-11-05 SPAB SPDR PORTFOLIO AGGREGATE BOND316.0K shares3.84%2025-09-302025-11-05 ADSK AUTODESK INC24.7K shares-1.48%2025-09-302025-11-05 PANW PALO ALTO NETWORKS INC37.8K shares-0.98%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC15.3K shares-55.72%2025-09-302025-11-05 TJX TJX COS INC/THE47.6K shares-1.57%2025-09-302025-11-05 PEP PEPSICO INC47.6K shares-1.91%2025-09-302025-11-05 IAGG ISHARES CORE INTERNATIONAL AGG130.3K shares2.87%2025-09-302025-11-05 WMT WALMART INC64.4K shares-2.09%2025-09-302025-11-05 JMST JPMORGAN ULTRA-SHORT MUNICIPAL118.4K shares4.80%2025-09-302025-11-05 XLU UTILITIES SELECT SECTOR SPDR F65.9K shares12.72%2025-09-302025-11-05 MCD MCDONALD'S CORP17.6K shares-0.58%2025-09-302025-11-05 EMLP FIRST TRUST NORTH AMERICAN ENE127.5K shares1.38%2025-09-302025-11-05 LVMUY LVMH MOET HENNESSY LOUIS VUITT39.6K shares-5.25%2025-09-302025-11-05 SCHH SCHWAB U.S. REIT ETF212.9K shares2.71%2025-09-302025-11-05 IWM ISHARES RUSSELL 2000 ETF18.5K shares-1.97%2025-09-302025-11-05 CME CME GROUP INC16.4K shares2.16%2025-09-302025-11-05 HSY HERSHEY CO/THE23.3K shares1.25%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC/THE5.4K shares-0.88%2025-09-302025-11-05 CRH CRH PLC35.3K shares-3.24%2025-09-302025-11-05 AMT AMERICAN TOWER CORP21.6K shares-0.10%2025-09-302025-11-05 HACK AMPLIFY CYBERSECURITY ETF46.5K shares-0.46%2025-09-302025-11-05 DGX QUEST DIAGNOSTICS INC20.2K shares5.76%2025-09-302025-11-05 XLK TECHNOLOGY SELECT SECTOR SPDR13.5K shares10.70%2025-09-302025-11-05 COMB GRANITESHARES BLOOMBERG COMMOD173.3K shares0.82%2025-09-302025-11-05 XOM EXXON MOBIL CORP31.4K shares0.16%2025-09-302025-11-05 IVV ISHARES CORE S&P 500 ETF5.2K shares-3.44%2025-09-302025-11-05 NOC NORTHROP GRUMMAN CORP5.5K shares-74.13%2025-09-302025-11-05 TEL TE CONNECTIVITY PLC15.2K shares-6.33%2025-09-302025-11-05 COF CAPITAL ONE FINANCIAL CORP15.4K shares-10.24%2025-09-302025-11-05 ROL ROLLINS INC54.9K shares1.28%2025-09-302025-11-05 CTAS CINTAS CORP15.7K shares1.46%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP6.4K shares-58.80%2025-09-302025-11-05 BKLN INVESCO SENIOR LOAN ETF151.6K shares3.95%2025-09-302025-11-05 MDT MEDTRONIC PLC32.9K shares0.28%2025-09-302025-11-05 SPHY SPDR PORTFOLIO HIGH YIELD BOND130.4K shares2.77%2025-09-302025-11-05 GLW CORNING INC36.6K shares-16.63%2025-09-302025-11-05 EFA ISHARES MSCI EAFE ETF31.6K shares0.12%2025-09-302025-11-05 FPE FIRST TRUST PREFERRED SECURITI161.2K shares1085.01%2025-09-302025-11-05 BR BROADRIDGE FINANCIAL SOLUTIONS12.0K shares-5.24%2025-09-302025-11-05 WSO WATSCO INC6.7K shares-0.01%2025-09-302025-11-05 APD AIR PRODUCTS AND CHEMICALS INC9.9K shares1.55%2025-09-302025-11-05 VEA VANGUARD FTSE DEVELOPED MARKET41.7K shares6.39%2025-09-302025-11-05 SYY SYSCO CORP29.3K shares-0.47%2025-09-302025-11-05 ZTS ZOETIS INC16.2K shares-80.01%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING INC7.9K shares-0.50%2025-09-302025-11-05 NKE NIKE INC33.1K shares104.25%2025-09-302025-11-05 HLI HOULIHAN LOKEY INC10.8K sharesnew addition2025-09-302025-11-05 SCHG SCHWAB U.S. LARGE-CAP GROWTH E69.3K shares-6.10%2025-09-302025-11-05 IWR ISHARES RUSSELL MID-CAP ETF22.8K shares-0.01%2025-09-302025-11-05 DD DUPONT DE NEMOURS INC28.1K shares7.11%2025-09-302025-11-05 BAC BANK OF AMERICA CORP41.0K shares-0.63%2025-09-302025-11-05 EQIX EQUINIX INC2.6K shares-2.40%2025-09-302025-11-05 ABT ABBOTT LABORATORIES13.8K shares-2.34%2025-09-302025-11-05 VO VANGUARD MID-CAP ETF6.2K shares-0.65%2025-09-302025-11-05 PFFD GLOBAL X US PREFERRED ETF85.2K shares-60.28%2025-09-302025-11-05 VGT VANGUARD INFORMATION TECHNOLOG2.1K shares0.00%2025-09-302025-11-05 IWF ISHARES RUSSELL 1000 GROWTH ET3.3K shares5.14%2025-09-302025-11-05 AMGN AMGEN INC5.4K shares-12.87%2025-09-302025-11-05 IWO ISHARES RUSSELL 2000 GROWTH ET4.6K shares5.05%2025-09-302025-11-05 XLC COMMUNICATION SERVICES SELECT12.5K shares3.70%2025-09-302025-11-05 APH AMPHENOL CORP11.9K shares-4.47%2025-09-302025-11-05 XLF FINANCIAL SELECT SECTOR SPDR F27.3K shares12.87%2025-09-302025-11-05 QQQ INVESCO QQQ TRUST SERIES 12.4K shares4.61%2025-09-302025-11-05 VEU VANGUARD FTSE ALL-WORLD EX-US20.3K shares-2.45%2025-09-302025-11-05 VWO VANGUARD FTSE EMERGING MARKETS26.8K shares-2.76%2025-09-302025-11-05 CSCO CISCO SYSTEMS INC21.1K shares1.15%2025-09-302025-11-05 VV VANGUARD LARGE-CAP ETF4.7K shares1.06%2025-09-302025-11-05 ORCL ORACLE CORP5.1K shares9.41%2025-09-302025-11-05 VTI VANGUARD TOTAL STOCK MARKET ET4.1K shares1.39%2025-09-302025-11-05 GLD SPDR GOLD SHARES3.5K shares4.91%2025-09-302025-11-05 VRSN VERISIGN INC4.5K shares0.00%2025-09-302025-11-05 ADBE ADOBE INC3.5K shares-1.79%2025-09-302025-11-05 XOP SPDR S&P OIL & GAS EXPLORATION9.1K shares-4.40%2025-09-302025-11-05 GE GENERAL ELECTRIC CO4.0K shares-5.39%2025-09-302025-11-05 CMCSA COMCAST CORP35.2K shares3.90%2025-09-302025-11-05 IJH ISHARES CORE S&P MID-CAP ETF16.0K shares-1.21%2025-09-302025-11-05 EEM ISHARES MSCI EMERGING MARKETS17.9K shares-0.28%2025-09-302025-11-05 IWP ISHARES RUSSELL MID-CAP GROWTH6.7K shares7.16%2025-09-302025-11-05 WFC WELLS FARGO & CO11.1K shares0.86%2025-09-302025-11-05 KO COCA-COLA CO/THE14.0K shares-9.20%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHINE3.3K shares-0.21%2025-09-302025-11-05 VIG VANGUARD DIVIDEND APPRECIATION4.3K shares28.97%2025-09-302025-11-05 IUSB ISHARES CORE TOTAL USD BOND MA19.6K shares-19.33%2025-09-302025-11-05 MAA MID-AMERICA APARTMENT COMMUNIT6.5K sharesnew addition2025-09-302025-11-05 DVY ISHARES SELECT DIVIDEND ETF6.2K shares0.00%2025-09-302025-11-05 QEMM SPDR MSCI EMERGING MARKETS STR13.1K shares-2.53%2025-09-302025-11-05 MDY SPDR S&P MIDCAP 400 ETF TRUST1.4K shares0.00%2025-09-302025-11-05 VOO VANGUARD S&P 500 ETF1.4K shares4.67%2025-09-302025-11-05 SDY SPDR S&P DIVIDEND ETF5.9K shares-1.00%2025-09-302025-11-05 CAT CATERPILLAR INC1.7K shares-2.07%2025-09-302025-11-05 FNDX SCHWAB FUNDAMENTAL U.S. LARGE29.3K shares-6.87%2025-09-302025-11-05 IAU ISHARES GOLD TRUST10.5K shares-1.20%2025-09-302025-11-05 BRK.A BERKSHIRE HATHAWAY INC1 shares0.00%2025-09-302025-11-05 TT TRANE TECHNOLOGIES PLC1.8K shares-1.27%2025-09-302025-11-05 WAB WESTINGHOUSE AIR BRAKE TECHNOL3.7K shares-1.59%2025-09-302025-11-05 VRTX VERTEX PHARMACEUTICALS INC1.8K shares0.00%2025-09-302025-11-05 MMM 3M CO4.4K shares-4.83%2025-09-302025-11-05 MDLZ MONDELEZ INTERNATIONAL INC10.6K shares-2.26%2025-09-302025-11-05 BNL BROADSTONE NET LEASE INC36.6K shares0.00%2025-09-302025-11-05 CSX CSX CORP18.2K shares0.00%2025-09-302025-11-05 RTX RTX CORP3.9K shares-7.41%2025-09-302025-11-05 TXN TEXAS INSTRUMENTS INC3.5K shares-5.99%2025-09-302025-11-05 SCHD SCHWAB US DIVIDEND EQUITY ETF23.4K shares-3.77%2025-09-302025-11-05 UNP UNION PACIFIC CORP2.7K shares-8.92%2025-09-302025-11-05 FNDF SCHWAB FUNDAMENTAL INTERNATION14.8K shares-0.54%2025-09-302025-11-05 MRK MERCK & CO INC7.5K shares-4.54%2025-09-302025-11-05 DIA SPDR DOW JONES INDUSTRIAL AVER1.3K shares0.00%2025-09-302025-11-05 WM WASTE MANAGEMENT INC2.7K shares0.95%2025-09-302025-11-05 INTC INTEL CORP17.4K shares-2.89%2025-09-302025-11-05 ADM ARCHER-DANIELS-MIDLAND CO9.5K shares0.00%2025-09-302025-11-05 EFAV ISHARES MSCI EAFE MIN VOL FACT6.6K shares0.00%2025-09-302025-11-05 CB CHUBB LTD2.0K shares-25.59%2025-09-302025-11-05 VLO VALERO ENERGY CORP3.2K shares0.00%2025-09-302025-11-05 GLDM SPDR GOLD MINISHARES TRUST7.2K shares32.82%2025-09-302025-11-05 YUM YUM! BRANDS INC3.6K shares-7.93%2025-09-302025-11-05 AFL AFLAC INC4.9K shares0.00%2025-09-302025-11-05 VB VANGUARD SMALL-CAP ETF2.1K shares-0.65%2025-09-302025-11-05 VSS VANGUARD FTSE ALL WORLD EX-US3.8K shares-13.84%2025-09-302025-11-05 T AT&T INC18.9K shares7.02%2025-09-302025-11-05 SBUX STARBUCKS CORP6.2K shares37.52%2025-09-302025-11-05 ESGV VANGUARD ESG US STOCK ETF4.4K shares-2.16%2025-09-302025-11-05 IWN ISHARES RUSSELL 2000 VALUE ETF2.9K shares13.59%2025-09-302025-11-05 ACN ACCENTURE PLC2.0K shares-4.88%2025-09-302025-11-05 CRM SALESFORCE INC2.1K shares-9.85%2025-09-302025-11-05 SAMG SILVERCREST ASSET MANAGEMENT G31.6K shares0.00%2025-09-302025-11-05 IJR ISHARES CORE S&P SMALL-CAP ETF4.2K shares0.00%2025-09-302025-11-05 IEFA ISHARES CORE MSCI EAFE ETF5.6K shares-9.18%2025-09-302025-11-05 XLP CONSUMER STAPLES SELECT SECTOR6.0K shares-10.32%2025-09-302025-11-05 TRV TRAVELERS COS INC/THE1.7K shares0.00%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC10.5K shares13.82%2025-09-302025-11-05 CI CIGNA GROUP/THE1.6K shares2.05%2025-09-302025-11-05 IVE ISHARES S&P 500 VALUE ETF2.2K shares0.00%2025-09-302025-11-05 ORLY O'REILLY AUTOMOTIVE INC4.1K shares-0.94%2025-09-302025-11-05 ITW ILLINOIS TOOL WORKS INC1.7K shares-4.47%2025-09-302025-11-05 WEC WEC ENERGY GROUP INC3.8K shares0.00%2025-09-302025-11-05 HON HONEYWELL INTERNATIONAL INC2.1K shares2.23%2025-09-302025-11-05 ESGD ISHARES ESG AWARE MSCI EAFE ET4.6K shares4.33%2025-09-302025-11-05 FBTC FIDELITY WISE ORIGIN BITCOIN F4.3K shares33.90%2025-09-302025-11-05 DE DEERE & CO939 shares1.40%2025-09-302025-11-05 ACWV ISHARES MSCI GLOBAL MIN VOL FA3.6K shares0.00%2025-09-302025-11-05 CVX CHEVRON CORP2.7K shares-2.28%2025-09-302025-11-05 IWS ISHARES RUSSELL MID-CAP VALUE3.0K shares21.41%2025-09-302025-11-05 HERO GLOBAL X VIDEO GAMES & ESPORTS12.2K shares-15.59%2025-09-302025-11-05 VUG VANGUARD GROWTH ETF830 shares-37.31%2025-09-302025-11-05 SCHE SCHWAB EMERGING MARKETS EQUITY11.9K shares-0.69%2025-09-302025-11-05 SCHB SCHWAB US BROAD MARKET ETF15.4K shares-1.09%2025-09-302025-11-05 TSLA TESLA INC874 shares19.56%2025-09-302025-11-05 ITOT ISHARES CORE S&P TOTAL U.S. ST2.7K shares-3.97%2025-09-302025-11-05 JUST GOLDMAN SACHS JUST US LARGE CA4.1K shares-16.66%2025-09-302025-11-05 DRI DARDEN RESTAURANTS INC2.0K shares0.00%2025-09-302025-11-05 EOG EOG RESOURCES INC3.4K shares1.48%2025-09-302025-11-05 FNDA SCHWAB FUNDAMENTAL U.S. SMALL12.0K shares0.00%2025-09-302025-11-05 IYE ISHARES U.S. ENERGY ETF7.4K shares13.76%2025-09-302025-11-05 QCLN FIRST TRUST NASDAQ CLEAN EDGE8.4K shares0.00%2025-09-302025-11-05 BA BOEING CO/THE1.6K shares3.39%2025-09-302025-11-05 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM6.0K shares0.00%2025-09-302025-11-05 VTV VANGUARD VALUE ETF1.8K shares-5.99%2025-09-302025-11-05 CL COLGATE-PALMOLIVE CO4.2K shares-1.99%2025-09-302025-11-05 IWD ISHARES RUSSELL 1000 VALUE ETF1.6K sharesnew addition2025-09-302025-11-05 VYM VANGUARD HIGH DIVIDEND YIELD E2.3K shares0.00%2025-09-302025-11-05 VBR VANGUARD SMALL-CAP VALUE ETF1.6K shares0.00%2025-09-302025-11-05 CHD CHURCH & DWIGHT CO INC3.7K shares0.00%2025-09-302025-11-05 SO SOUTHERN CO/THE3.4K shares-1.40%2025-09-302025-11-05 EEMV ISHARES MSCI EMERGING MARKETS5.0K shares0.00%2025-09-302025-11-05 RSP INVESCO S&P 500 EQUAL WEIGHT E1.5K shares0.00%2025-09-302025-11-05 RLI RLI CORP4.5K shares-5.30%2025-09-302025-11-05 FPX FIRST TRUST US EQUITY OPPORTUN1.7K shares0.00%2025-09-302025-11-05 VHT VANGUARD HEALTH CARE ETF1.1K shares-19.26%2025-09-302025-11-05 F FORD MOTOR CO23.0K shares-15.25%2025-09-302025-11-05 MRVL MARVELL TECHNOLOGY INC3.2K shares-97.59%2025-09-302025-11-05 FNDE SCHWAB FUNDAMENTAL EMERGING MA7.3K shares0.00%2025-09-302025-11-05 GIS GENERAL MILLS INC5.2K shares-17.05%2025-09-302025-11-05 NUE NUCOR CORP1.9K shares3.38%2025-09-302025-11-05 LOW LOWE'S COS INC980 shares-69.51%2025-09-302025-11-05 DON WISDOMTREE TR US MIDCAP DIVID4.7K sharesnew addition2025-09-302025-11-05 SPXE PROSHARES TRUST S&P 500 EX-ENE3.3K shares-8.29%2025-09-302025-11-05 SCHM SCHWAB U.S. MID-CAP ETF8.0K shares-42.13%2025-09-302025-11-05 TMUS T-MOBILE US INC971 shares5.31%2025-09-302025-11-05 FTV FORTIVE CORP4.6K shares-0.09%2025-09-302025-11-05 MDB MONGODB INC712 sharesnew addition2025-09-302025-11-05 SHEL SHELL PLC3.1K shares2.05%2025-09-302025-11-05 NTRS NORTHERN TRUST CORP1.6K shares0.00%2025-09-302025-11-05 PFE PFIZER INC8.4K shares-0.60%2025-09-302025-11-05 MDYV SPDR S&P 400 MID CAP VALUE ETF2.5K shares0.00%2025-09-302025-11-05 SPLV INVESCO S&P 500 LOW VOLATILITY2.9K shares0.00%2025-09-302025-11-05 VOX VANGUARD COMMUNICATION SERVICE1.1K sharesnew addition2025-09-302025-11-05 NVT NVENT ELECTRIC PLC2.1K sharesnew addition2025-09-302025-11-05 YUMC YUM CHINA HOLDINGS INC4.9K shares-7.75%2025-09-302025-11-05 SCHV SCHWAB U.S. LARGE-CAP VALUE ET7.0K sharesnew addition2025-09-302025-11-05 USMV ISHARES MSCI USA MIN VOL FACTO2.1K shares0.00%2025-09-302025-11-05 AGG ISHARES CORE U.S. AGGREGATE BO2.0K shares-12.94%2025-09-302025-11-05 URI UNITED RENTALS INC210 sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available