The Analysis of Aprio Wealth Management, LLC's Holdings
Currently, Aprio Wealth Management, LLC holds 437 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in UTES (+178.3K shares, valued at $14.9M), VNQ (+75.5K shares, valued at $6.9M), CGGR (+151.0K shares, valued at $6.6M); decreased their positions in DFAR (-546.6K shares, valued at $13.0M), REZ (-76.0K shares, valued at $6.5M), JPST (-64.5K shares, valued at $3.3M); initiated new positions in UTES (+178.3K shares, valued at $14.9M), VNQ (+75.5K shares, valued at $6.9M), CGGR (+151.0K shares, valued at $6.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUHP DIMENSIONAL ETF TRUST2.4M shares1.22%2025-09-302025-11-12
DIHP DIMENSIONAL ETF TRUST2.3M shares3.21%2025-09-302025-11-12 EMXC ISHARES INC639.8K shares3.14%2025-09-302025-11-12 COWZ PACER FDS TR668.3K shares4.38%2025-09-302025-11-12 TDIV FIRST TR EXCHANGE TRADED FD361.4K shares2.13%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR574.4K shares16.62%2025-09-302025-11-12 PYLD PIMCO ETF TR1.0M shares18.00%2025-09-302025-11-12 TOLZ PROSHARES TR407.2K shares-4.02%2025-09-302025-11-12 MTBA SIMPLIFY EXCHANGE TRADED FUN414.9K shares7.57%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR31.1K shares-1.29%2025-09-302025-11-12 AAPL APPLE INC72.3K shares10.05%2025-09-302025-11-12 MSFT MICROSOFT CORP35.1K shares10.69%2025-09-302025-11-12 AMLP ALPS ETF TR359.9K shares15.49%2025-09-302025-11-12 GRID FIRST TR EXCHANGE TRADED FD105.9K shares1.71%2025-09-302025-11-12 CGXU CAPITAL GROUP INTL FOCUS EQT537.3K shares0.62%2025-09-302025-11-12 REZ ISHARES TR177.8K shares-29.96%2025-09-302025-11-12 UTES ETFIS SER TR I178.3K sharesnew addition2025-09-302025-11-12 IDGT ISHARES TR163.4K shares4.30%2025-09-302025-11-12 HGER HARBOR ETF TRUST516.1K shares66.07%2025-09-302025-11-12 TSLA TESLA INC25.1K shares-0.67%2025-09-302025-11-12 NVDA NVIDIA CORPORATION52.0K shares9.64%2025-09-302025-11-12 XC WISDOMTREE TR263.5K shares17.55%2025-09-302025-11-12 FHLC FIDELITY COVINGTON TRUST134.2K shares94.02%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS172.0K shares-15.03%2025-09-302025-11-12 DGRO ISHARES TR123.4K shares3.06%2025-09-302025-11-12 DBND DOUBLELINE ETF TRUST175.9K shares9.39%2025-09-302025-11-12 IVV ISHARES TR12.2K shares-3.96%2025-09-302025-11-12 VOT VANGUARD INDEX FDS25.7K shares-26.47%2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F122.3K shares0.94%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS75.5K sharesnew addition2025-09-302025-11-12 QQQ INVESCO QQQ TR11.2K shares39.96%2025-09-302025-11-12 TUA SIMPLIFY EXCHANGE TRADED FUN303.9K shares-3.25%2025-09-302025-11-12 CGGR CAPITAL GROUP GROWTH ETF151.0K sharesnew addition2025-09-302025-11-12 SDVY FIRST TR EXCHANGE-TRADED FD169.0K shares-5.13%2025-09-302025-11-12 IEFA ISHARES TR69.7K shares-2.20%2025-09-302025-11-12 IGF ISHARES TR96.9K shares33.31%2025-09-302025-11-12 AMZN AMAZON COM INC26.8K shares35.65%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.17.9K shares4.40%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST141.5K shares0.09%2025-09-302025-11-12 HD HOME DEPOT INC12.5K shares17.72%2025-09-302025-11-12 HDEF DBX ETF TR168.2K shares4.06%2025-09-302025-11-12 GOOGL ALPHABET INC20.3K shares23.69%2025-09-302025-11-12 IJH ISHARES TR73.7K shares4.26%2025-09-302025-11-12 META META PLATFORMS INC6.0K shares11.09%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF62.2K shares12.40%2025-09-302025-11-12 FTSM FIRST TR EXCHANGE-TRADED FD66.9K shares-1.25%2025-09-302025-11-12 AVGO BROADCOM INC12.0K shares8.34%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS11.4K shares314.40%2025-09-302025-11-12 GOOG ALPHABET INC15.1K shares20.06%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD12.7K shares22.18%2025-09-302025-11-12 IWD ISHARES TR16.9K shares0.07%2025-09-302025-11-12 DFAR DIMENSIONAL ETF TRUST143.2K shares-79.24%2025-09-302025-11-12 VOO VANGUARD INDEX FDS5.5K shares1.21%2025-09-302025-11-12 IWF ISHARES TR7.1K shares-0.88%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL6.2K shares5.14%2025-09-302025-11-12 PFF ISHARES TR97.6K shares2.18%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR30.6K shares-21.35%2025-09-302025-11-12 NFLX NETFLIX INC2.4K shares-4.13%2025-09-302025-11-12 SOXX ISHARES TR10.4K shares2.52%2025-09-302025-11-12 V VISA INC8.2K shares4.27%2025-09-302025-11-12 AVRE AMERICAN CENTY ETF TR61.5K shares0.92%2025-09-302025-11-12 IHAK ISHARES TR52.2K shares-0.20%2025-09-302025-11-12 FNDF SCHWAB STRATEGIC TR62.8K sharesnew addition2025-09-302025-11-12 ATR APTARGROUP INC19.1K shares0.03%2025-09-302025-11-12 SUSA ISHARES TR17.7K shares0.56%2025-09-302025-11-12 KO COCA COLA CO34.4K shares-0.18%2025-09-302025-11-12 EYLD CAMBRIA ETF TR59.2K shares5.66%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON11.8K shares35.97%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR78.8K shares-7.07%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST29.6K shares-0.46%2025-09-302025-11-12 HYMB SPDR SERIES TRUST85.9K sharesnew addition2025-09-302025-11-12 MA MASTERCARD INCORPORATED3.7K shares7.65%2025-09-302025-11-12 GLD SPDR GOLD TR5.9K shares-0.05%2025-09-302025-11-12 XOM EXXON MOBIL CORP18.5K shares33.61%2025-09-302025-11-12 MEAR ISHARES U S ETF TR40.3K shares35.19%2025-09-302025-11-12 LLY ELI LILLY & CO2.7K shares1.45%2025-09-302025-11-12 WMT WALMART INC19.1K shares14.69%2025-09-302025-11-12 IGSB ISHARES TR36.8K shares-4.27%2025-09-302025-11-12 IVW ISHARES TR16.2K shares-3.05%2025-09-302025-11-12 VOX VANGUARD WORLD FD10.1K shares-10.42%2025-09-302025-11-12 VHT VANGUARD WORLD FD6.7K shares-0.74%2025-09-302025-11-12 IEMG ISHARES INC26.2K shares-3.23%2025-09-302025-11-12 MO ALTRIA GROUP INC26.0K shares3.90%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC9.4K shares12.37%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW1.8K shares3.32%2025-09-302025-11-12 BAC BANK AMERICA CORP32.3K shares9.89%2025-09-302025-11-12 IUSB ISHARES TR35.3K shares-6.71%2025-09-302025-11-12 EFV ISHARES TR23.6K shares-3.38%2025-09-302025-11-12 RY ROYAL BK CDA10.9K shares2.66%2025-09-302025-11-12 NCDL NUVEEN CHURCHILL DIRECT LEND114.2K shares0.65%2025-09-302025-11-12 CSCO CISCO SYS INC23.0K shares6.91%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F30.4K shares-68.00%2025-09-302025-11-12 SO SOUTHERN CO15.8K shares13.48%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T7.9K shares1.84%2025-09-302025-11-12 RF REGIONS FINANCIAL CORP NEW55.5K shares0.35%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO9.3K shares2.72%2025-09-302025-11-12 IYW ISHARES TR7.2K shares-0.50%2025-09-302025-11-12 DIS DISNEY WALT CO12.3K shares10.18%2025-09-302025-11-12 PPA INVESCO EXCHANGE TRADED FD T8.9K shares9.36%2025-09-302025-11-12 ABBV ABBVIE INC6.0K shares12.34%2025-09-302025-11-12 CVX CHEVRON CORP NEW8.9K shares21.88%2025-09-302025-11-12 VUG VANGUARD INDEX FDS2.8K shares0.07%2025-09-302025-11-12 GILD GILEAD SCIENCES INC12.1K shares3.00%2025-09-302025-11-12 HSBC HSBC HLDGS PLC18.6K shares5.71%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC30.0K shares73.11%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR41.2K shares-5.89%2025-09-302025-11-12 T AT&T INC46.3K shares21.38%2025-09-302025-11-12 ORCL ORACLE CORP4.6K shares4.75%2025-09-302025-11-12 PEP PEPSICO INC9.3K shares30.11%2025-09-302025-11-12 IWM ISHARES TR5.1K shares-1.20%2025-09-302025-11-12 ESGD ISHARES TR13.0K shares0.83%2025-09-302025-11-12 ESGU ISHARES TR8.1K shares0.16%2025-09-302025-11-12 PHM PULTE GROUP INC8.8K shares18.55%2025-09-302025-11-12 LOW LOWES COS INC4.5K shares18.19%2025-09-302025-11-12 BTI BRITISH AMERN TOB PLC21.1K shares9.73%2025-09-302025-11-12 IJK ISHARES TR11.6K shares0.03%2025-09-302025-11-12 AGG ISHARES TR11.0K shares1.05%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC6.7K shares-2.65%2025-09-302025-11-12 STRL STERLING INFRASTRUCTURE INC3.2K shares0.00%2025-09-302025-11-12 EAGG ISHARES TR22.2K shares-3.81%2025-09-302025-11-12 C CITIGROUP INC10.5K shares42.69%2025-09-302025-11-12 IWV ISHARES TR2.7K shares0.00%2025-09-302025-11-12 DVY ISHARES TR7.2K shares-1.56%2025-09-302025-11-12 QUAL ISHARES TR5.2K shares-1.17%2025-09-302025-11-12 IUSV ISHARES TR10.0K shares-7.00%2025-09-302025-11-12 CAT CATERPILLAR INC2.0K shares13.33%2025-09-302025-11-12 EMLP FIRST TR EXCHANGE-TRADED FD25.3K shares0.00%2025-09-302025-11-12 IAI ISHARES TR5.5K shares-0.35%2025-09-302025-11-12 AVUS AMERICAN CENTY ETF TR8.6K shares0.22%2025-09-302025-11-12 QCOM QUALCOMM INC5.6K shares26.39%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS3.3K shares15.74%2025-09-302025-11-12 ABT ABBOTT LABS6.8K shares11.11%2025-09-302025-11-12 SHG SHINHAN FINANCIAL GROUP CO L17.7K shares3.62%2025-09-302025-11-12 BX BLACKSTONE INC5.2K shares6.14%2025-09-302025-11-12 IBB ISHARES TR6.0K shares-54.32%2025-09-302025-11-12 DB DEUTSCHE BANK A G24.1K shares1.49%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC4.2K shares98.25%2025-09-302025-11-12 COP CONOCOPHILLIPS8.9K shares19.96%2025-09-302025-11-12 FEM FIRST TR EXCH TRD ALPHDX FD31.1K shares0.00%2025-09-302025-11-12 CRM SALESFORCE INC3.6K shares8.83%2025-09-302025-11-12 ASML ASML HOLDING N V863 shares43.59%2025-09-302025-11-12 KB KB FINL GROUP INC10.0K shares1.84%2025-09-302025-11-12 APH AMPHENOL CORP NEW6.7K shares4.19%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW6.6K shares20.84%2025-09-302025-11-12 MCD MCDONALDS CORP2.7K shares13.11%2025-09-302025-11-12 SONY SONY GROUP CORP28.0K shares0.88%2025-09-302025-11-12 COF CAPITAL ONE FINL CORP3.8K shares7.19%2025-09-302025-11-12 WFC WELLS FARGO CO NEW9.4K shares12.12%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS13.2K shares2.44%2025-09-302025-11-12 TFI SPDR SERIES TRUST17.2K shares157.22%2025-09-302025-11-12 FOXA FOX CORP12.4K shares71.02%2025-09-302025-11-12 ECL ECOLAB INC2.8K shares1.67%2025-09-302025-11-12 MS MORGAN STANLEY4.8K shares19.94%2025-09-302025-11-12 IVE ISHARES TR3.7K shares-1.63%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP1.0K shares-1.86%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN2.5K shares-20.48%2025-09-302025-11-12 SPGI S&P GLOBAL INC1.5K shares2.17%2025-09-302025-11-12 PDX PIMCO DYNAMIC INCOME STRATEG29.2K shares1.64%2025-09-302025-11-12 RTX RTX CORPORATION4.3K shares15.59%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC2.1K shares3.42%2025-09-302025-11-12 IWN ISHARES TR4.0K shares-3.37%2025-09-302025-11-12 SHOP SHOPIFY INC4.7K shares7.81%2025-09-302025-11-12 EFG ISHARES TR6.1K shares-14.27%2025-09-302025-11-12 NEE NEXTERA ENERGY INC9.2K shares38.92%2025-09-302025-11-12 VLO VALERO ENERGY CORP4.0K shares1.98%2025-09-302025-11-12 SUSC ISHARES TR29.0K shares1.15%2025-09-302025-11-12 BGRN ISHARES TR14.2K shares0.73%2025-09-302025-11-12 EFA ISHARES TR7.3K shares-0.46%2025-09-302025-11-12 DHI D R HORTON INC4.0K shares28.66%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC1.4K shares161.17%2025-09-302025-11-12 AEP AMERICAN ELEC PWR CO INC5.9K shares35.32%2025-09-302025-11-12 UL UNILEVER PLC11.2K shares-0.94%2025-09-302025-11-12 UNP UNION PAC CORP2.8K shares51.43%2025-09-302025-11-12 SUSB ISHARES TR26.2K shares-12.16%2025-09-302025-11-12 SPYG SPDR SERIES TRUST6.3K shares2.65%2025-09-302025-11-12 WF WOORI FINL GROUP INC11.7K shares2.26%2025-09-302025-11-12 MRK MERCK & CO INC7.8K shares11.04%2025-09-302025-11-12 IJR ISHARES TR5.5K shares-1.31%2025-09-302025-11-12 MBB ISHARES TR6.8K shares-4.44%2025-09-302025-11-12 SLV ISHARES SILVER TR14.9K shares0.00%2025-09-302025-11-12 JCI JOHNSON CTLS INTL PLC5.7K shares-3.57%2025-09-302025-11-12 INTU INTUIT919 shares9.93%2025-09-302025-11-12 TIMB TIM S A28.0K shares-0.55%2025-09-302025-11-12 PLD PROLOGIS INC.5.4K shares114.65%2025-09-302025-11-12 NULG NUSHARES ETF TR6.2K shares1.19%2025-09-302025-11-12 NVS NOVARTIS AG4.8K shares54.78%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC1.2K shares20.29%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW3.2K shares47.15%2025-09-302025-11-12 ICSH ISHARES TR12.0K shares-11.72%2025-09-302025-11-12 IVLU ISHARES TR17.0K shares0.00%2025-09-302025-11-12 USFR WISDOMTREE TR12.0K sharesnew addition2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC3.7K shares11.51%2025-09-302025-11-12 MUFG MITSUBISHI UFJ FINL GROUP IN37.4K shares7.73%2025-09-302025-11-12 ING ING GROEP N.V.22.9K shares3.38%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP1.7K shares11.21%2025-09-302025-11-12 PFE PFIZER INC22.7K shares32.53%2025-09-302025-11-12 DHR DANAHER CORPORATION2.9K shares28.86%2025-09-302025-11-12 MPC MARATHON PETE CORP3.0K shares2.92%2025-09-302025-11-12 VTV VANGUARD INDEX FDS3.0K shares1.50%2025-09-302025-11-12 KLAC KLA CORP514 shares6.20%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC101 shares7.45%2025-09-302025-11-12 MMM 3M CO3.5K shares-3.69%2025-09-302025-11-12 TJX TJX COS INC NEW3.7K shares8.96%2025-09-302025-11-12 NOW SERVICENOW INC585 shares-19.53%2025-09-302025-11-12 GFI GOLD FIELDS LTD12.7K shares6.32%2025-09-302025-11-12 BA BOEING CO2.5K shares54.53%2025-09-302025-11-12 IBHF ISHARES TR22.6K sharesnew addition2025-09-302025-11-12 CBRE CBRE GROUP INC3.3K shares36.21%2025-09-302025-11-12 SAP SAP SE2.0K shares17.09%2025-09-302025-11-12 BLK BLACKROCK INC450 shares24.65%2025-09-302025-11-12 HMY HARMONY GOLD MINING CO LTD28.7K shares-21.95%2025-09-302025-11-12 CSGP COSTAR GROUP INC6.2K shares16.10%2025-09-302025-11-12 ADBE ADOBE INC1.5K shares-7.84%2025-09-302025-11-12 XEL XCEL ENERGY INC6.3K shares32.73%2025-09-302025-11-12 CSX CSX CORP14.3K shares5.72%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO1.5K shares5.17%2025-09-302025-11-12 VOD VODAFONE GROUP PLC NEW43.3K shares5.21%2025-09-302025-11-12 VIV TELEFONICA BRASIL SA38.8K shares0.65%2025-09-302025-11-12 AVDE AMERICAN CENTY ETF TR6.3K shares0.00%2025-09-302025-11-12 BBVA BANCO BILBAO VIZCAYA ARGENTA25.4K shares4.00%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC2.9K shares20.81%2025-09-302025-11-12 AFL AFLAC INC4.4K shares13.90%2025-09-302025-11-12 GE GE AEROSPACE1.6K shares6.21%2025-09-302025-11-12 OEF ISHARES TR1.4K shares0.00%2025-09-302025-11-12 PRM PERIMETER SOLUTIONS INC21.4K shares0.00%2025-09-302025-11-12 VEEV VEEVA SYS INC1.6K shares-2.54%2025-09-302025-11-12 MCO MOODYS CORP999 shares1.63%2025-09-302025-11-12 HDB HDFC BANK LTD13.8K shares106.26%2025-09-302025-11-12 CMCSA COMCAST CORP NEW15.0K shares13.53%2025-09-302025-11-12 FBND FIDELITY MERRIMACK STR TR10.2K shares-9.53%2025-09-302025-11-12 KGC KINROSS GOLD CORP18.9K shares-0.88%2025-09-302025-11-12 AMGN AMGEN INC1.7K shares-1.49%2025-09-302025-11-12 UBS UBS GROUP AG11.4K shares21.36%2025-09-302025-11-12 LYG LLOYDS BANKING GROUP PLC101.7K shares4.29%2025-09-302025-11-12 VALE VALE S A42.4K shares33.01%2025-09-302025-11-12 SAN BANCO SANTANDER S.A.43.8K shares8.52%2025-09-302025-11-12 VB VANGUARD INDEX FDS1.8K shares0.22%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE986 shares-6.81%2025-09-302025-11-12 LDOS LEIDOS HOLDINGS INC2.4K shares52.06%2025-09-302025-11-12 ANET ARISTA NETWORKS INC3.1K shares19.81%2025-09-302025-11-12 OXY OCCIDENTAL PETE CORP9.5K shares23.74%2025-09-302025-11-12 BLDR BUILDERS FIRSTSOURCE INC3.7K shares2.74%2025-09-302025-11-12 AMAT APPLIED MATLS INC2.2K shares28.57%2025-09-302025-11-12 IMO IMPERIAL OIL LTD4.9K shares1.14%2025-09-302025-11-12 SPOT SPOTIFY TECHNOLOGY S A633 shares3.09%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC2.2K shares-22.40%2025-09-302025-11-12 ADSK AUTODESK INC1.4K shares3.95%2025-09-302025-11-12 ESGV VANGUARD WORLD FD3.7K shares0.08%2025-09-302025-11-12 AZN ASTRAZENECA PLC5.6K shares47.22%2025-09-302025-11-12 TRV TRAVELERS COMPANIES INC1.5K shares4.80%2025-09-302025-11-12 DE DEERE & CO938 shares0.75%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR713 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addition2025-09-302025-11-12 MDT MEDTRONIC PLC3.8K sharesnew addition2025-09-302025-11-12 VGT VANGUARD WORLD FD479 shares-22.87%2025-09-302025-11-12 SHE SPDR SERIES TRUST2.8K shares0.25%2025-09-302025-11-12 NET CLOUDFLARE INC1.7K shares2.53%2025-09-302025-11-12 EOG EOG RES INC3.2K shares38.13%2025-09-302025-11-12 IQV IQVIA HLDGS INC1.9K shares-0.11%2025-09-302025-11-12 KKR KKR & CO INC2.7K shares12.97%2025-09-302025-11-12 CBOE CBOE GLOBAL MKTS INC1.4K shares3.10%2025-09-302025-11-12 BAP CREDICORP LTD1.3K shares5.19%2025-09-302025-11-12 EXPE EXPEDIA GROUP INC1.6K sharesnew addition2025-09-302025-11-12 FIW FIRST TR EXCHANGE-TRADED FD3.1K shares-0.32%2025-09-302025-11-12 EMR EMERSON ELEC CO2.6K shares4.14%2025-09-302025-11-12 JOYY JOYY INC5.8K shares0.10%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO7.5K shares44.04%2025-09-302025-11-12 STE STERIS PLC1.4K shares-5.05%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS4.3K shares16.53%2025-09-302025-11-12 XYL XYLEM INC2.3K shares29.56%2025-09-302025-11-12 VICI VICI PPTYS INC10.2K sharesnew addition2025-09-302025-11-12 FITB FIFTH THIRD BANCORP7.5K shares-2.38%2025-09-302025-11-12 EMBJ EMBRAER S.A.5.5K shares10.31%2025-09-302025-11-12 LIN LINDE PLC697 shares32.51%2025-09-302025-11-12 RMD RESMED INC1.2K shares0.08%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP3.0K shares24.13%2025-09-302025-11-12 SHV ISHARES TR3.0K shares0.99%2025-09-302025-11-12 SHW SHERWIN WILLIAMS CO936 shares-5.65%2025-09-302025-11-12 ETR ENTERGY CORP NEW3.5K shares14.42%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP643 shares-38.29%2025-09-302025-11-12 SYF SYNCHRONY FINANCIAL4.5K shares6.75%2025-09-302025-11-12 PTC PTC INC1.6K shares-0.13%2025-09-302025-11-12 INTC INTEL CORP9.5K shares-5.67%2025-09-302025-11-12 MEDP MEDPACE HLDGS INC616 sharesnew addition2025-09-302025-11-12 WM WASTE MGMT INC DEL1.4K shares0.42%2025-09-302025-11-12 BHP BHP GROUP LTD5.6K sharesnew addition2025-09-302025-11-12 KMB KIMBERLY-CLARK CORP2.5K 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shares-4.71%2025-09-302025-11-12 FTNT FORTINET INC3.4K shares26.36%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC4.6K shares6.39%2025-09-302025-11-12 ZTS ZOETIS INC1.9K shares-11.52%2025-09-302025-11-12 MET METLIFE INC3.4K shares2.81%2025-09-302025-11-12 COR CENCORA INC894 shares-3.66%2025-09-302025-11-12 HIG HARTFORD INSURANCE GROUP INC2.1K shares8.18%2025-09-302025-11-12 BN BROOKFIELD CORP4.1K shares5.47%2025-09-302025-11-12 SLB SCHLUMBERGER LTD8.0K shares10.65%2025-09-302025-11-12 SMFG SUMITOMO MITSUI FINL GROUP I16.5K shares3.94%2025-09-302025-11-12 CB CHUBB LIMITED977 shares-11.58%2025-09-302025-11-12 CMI CUMMINS INC643 sharesnew addition2025-09-302025-11-12 AOM ISHARES TR5.7K shares0.00%2025-09-302025-11-12 TDG TRANSDIGM GROUP INC206 shares7.85%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F5.0K shares6.37%2025-09-302025-11-12 BSX BOSTON SCIENTIFIC CORP2.8K shares16.63%2025-09-302025-11-12 AOA ISHARES TR3.0K shares0.74%2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II1.1K sharesnew addition2025-09-302025-11-12 DVN DEVON ENERGY CORP NEW7.5K shares4.11%2025-09-302025-11-12 NYT NEW YORK TIMES CO4.6K shares3.14%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR10.0K shares7.77%2025-09-302025-11-12 KR KROGER CO3.9K shares1.17%2025-09-302025-11-12 WEC WEC ENERGY GROUP INC2.3K sharesnew addition2025-09-302025-11-12 IRM IRON MTN INC DEL2.6K shares-23.79%2025-09-302025-11-12 IJJ ISHARES TR2.0K shares0.10%2025-09-302025-11-12 IWY ISHARES TR948 shares0.11%2025-09-302025-11-12 BR BROADRIDGE FINL SOLUTIONS IN1.1K shares-2.10%2025-09-302025-11-12 EQNR EQUINOR ASA10.4K shares-5.70%2025-09-302025-11-12 NWG NATWEST GROUP PLC17.8K shares-1.37%2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR8.6K shares-6.86%2025-09-302025-11-12 HSY HERSHEY CO1.3K shares8.16%2025-09-302025-11-12 AIG AMERICAN INTL GROUP INC3.2K shares10.69%2025-09-302025-11-12 GOVT ISHARES TR10.7K shares-12.94%2025-09-302025-11-12 DTE DTE ENERGY CO1.8K shares5.60%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC3.7K shares7.96%2025-09-302025-11-12 NEM NEWMONT CORP2.9K sharesnew addition2025-09-302025-11-12 BMO BANK MONTREAL QUE1.9K sharesnew addition2025-09-302025-11-12 SE SEA LTD1.4K shares1.57%2025-09-302025-11-12 TEL TE CONNECTIVITY PLC1.1K sharesnew addition2025-09-302025-11-12 JBL JABIL INC1.1K shares11.90%2025-09-302025-11-12 CX CEMEX SAB DE CV26.7K shares6.58%2025-09-302025-11-12 CAH CARDINAL HEALTH INC1.5K sharesnew addition2025-09-302025-11-12 UAL UNITED AIRLS HLDGS INC2.5K sharesnew addition2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC535 shares-14.26%2025-09-302025-11-12 MFG MIZUHO FINANCIAL GROUP INC35.7K shares6.75%2025-09-302025-11-12 AWK AMERICAN WTR WKS CO INC NEW1.7K sharesnew addition2025-09-302025-11-12 PSX PHILLIPS 661.7K sharesnew addition2025-09-302025-11-12 TGT TARGET CORP2.6K shares-20.35%2025-09-302025-11-12 FTA FIRST TR EXCHANGE-TRADED ALP2.8K shares0.47%2025-09-302025-11-12 PBR PETROLEO BRASILEIRO SA PETRO18.4K shares11.48%2025-09-302025-11-12 USB US BANCORP DEL4.8K sharesnew addition2025-09-302025-11-12 URI UNITED RENTALS INC242 sharesnew addition2025-09-302025-11-12 LDEM ISHARES TR3.9K shares0.00%2025-09-302025-11-12 SRE SEMPRA2.6K sharesnew addition2025-09-302025-11-12 TM TOYOTA MOTOR CORP1.2K sharesnew addition2025-09-302025-11-12 APP APPLOVIN CORP319 sharesnew addition2025-09-302025-11-12 DASH DOORDASH INC842 sharesnew addition2025-09-302025-11-12 APO APOLLO GLOBAL MGMT INC1.7K shares19.92%2025-09-302025-11-12 JBS JBS N.V.15.2K shares-4.66%2025-09-302025-11-12 FLGV FRANKLIN TEMPLETON ETF TR11.0K shares-2.46%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC1.1K sharesnew addition2025-09-302025-11-12 MSCI MSCI INC397 sharesnew addition2025-09-302025-11-12 EXC EXELON CORP5.0K sharesnew addition2025-09-302025-11-12 AJG GALLAGHER ARTHUR J & CO717 shares-12.88%2025-09-302025-11-12 MNST MONSTER BEVERAGE CORP NEW3.3K sharesnew addition2025-09-302025-11-12 IAU ISHARES GOLD TR3.0K shares-8.45%2025-09-302025-11-12 HPE HEWLETT PACKARD ENTERPRISE C8.9K sharesnew addition2025-09-302025-11-12 FICO FAIR ISAAC CORP145 shares-2.03%2025-09-302025-11-12 CTVA CORTEVA INC3.2K shares2.66%2025-09-302025-11-12 EQIX EQUINIX INC275 shares-31.42%2025-09-302025-11-12 QXO QXO INC11.3K shares15.46%2025-09-302025-11-12 RGLD ROYAL GOLD INC1.1K shares-22.01%2025-09-302025-11-12 AU ANGLOGOLD ASHANTI PLC3.0K sharesnew addition2025-09-302025-11-12 STIP ISHARES TR2.1K shares0.00%2025-09-302025-11-12 NUE NUCOR CORP1.6K shares0.65%2025-09-302025-11-12 LEN LENNAR CORP1.7K sharesnew addition2025-09-302025-11-12 DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-12 NVO NOVO-NORDISK A S3.7K shares25.97%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP682 sharesnew addition2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC485 sharesnew addition2025-09-302025-11-12 ROK ROCKWELL AUTOMATION INC585 sharesnew addition2025-09-302025-11-12 RIO RIO TINTO PLC3.1K sharesnew addition2025-09-302025-11-12 CL COLGATE PALMOLIVE CO2.5K shares-40.44%2025-09-302025-11-12 NRG NRG ENERGY INC1.3K sharesnew addition2025-09-302025-11-12 REG REGENCY CTRS CORP2.8K sharesnew addition2025-09-302025-11-12 AON AON PLC567 sharesnew addition2025-09-302025-11-12 MAA MID-AMER APT CMNTYS INC1.4K sharesnew addition2025-09-302025-11-12 F FORD MTR CO14.3K sharesnew addition2025-09-302025-11-12 UMC UNITED MICROELECTRONICS CORP22.0K shares-2.38%2025-09-302025-11-12 ERIC TELEFONAKTIEBOLAGET LM ERICS15.9K shares-20.17%2025-09-302025-11-12 EFXT ENERFLEX LTD11.8K shares1.64%2025-09-302025-11-12 UGP ULTRAPAR PARTICIPACOES SA30.4K shares-13.96%2025-09-302025-11-12 ASX ASE TECHNOLOGY HLDG CO LTD10.8K sharesnew addition2025-09-302025-11-12 HIMX HIMAX TECHNOLOGIES INC12.6K shares-1.88%2025-09-302025-11-12 ICL ICL GROUP LTD15.3K shares-39.06%2025-09-302025-11-12 ABEV AMBEV SA32.3K shares-27.62%2025-09-302025-11-12 BBD BANCO BRADESCO S A21.3K shares38.46%2025-09-302025-11-12 BBDO BANCO BRADESCO S A19.1K shares0.00%2025-09-302025-11-12 NFE NEW FORTRESS ENERGY INC14.3K shares1.60%2025-09-302025-11-12 CERS CERUS CORP15.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
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