The Analysis of Asset Dedication, LLC's Holdings & P&L


Currently, Asset Dedication, LLC holds 1126 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in NFLX (+66.9K shares, valued at $6.3M), DFAT (+87.1K shares, valued at $5.2M), DFIC (+142.9K shares, valued at $4.9M); decreased their positions in DFAX (-83.9K shares, valued at $2.7M), SCHX (-50.5K shares, valued at $1.4M), PNC (-3.0K shares, valued at $625.4K); initiated new positions in N/A (+6.3K shares, valued at $517.1K), N/A (+1.9K shares, valued at $93.6K), BND (+1.0K shares, valued at $74.1K).


1M P&L
+43.8M+2.78%
3M P&L
+30.0M+1.88%
HY P&L
+166.7M+11.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.2B
79.6%
2Semiconductors27.9M
1.9%
3Consumer Electronics26.3M
1.8%

Top Industries by Stock Count

1N/A417 stocks
39.9%
2Software - Application30 stocks
2.9%
3Utilities - Regulated Electric24 stocks
2.3%
Stock Holdings
DFAC
DIMENSIONAL ETF TRUST
2.07%
Shares4.4M
Event2025-12-31
Filed2026-01-26
DFAT
DIMENSIONAL ETF TRUST
3.46%
Shares2.6M
Event2025-12-31
Filed2026-01-26
DFEV
DIMENSIONAL ETF TRUST
2.10%
Shares2.7M
Event2025-12-31
Filed2026-01-26
DFIC
DIMENSIONAL ETF TRUST
6.01%
Shares2.5M
Event2025-12-31
Filed2026-01-26
DFEM
DIMENSIONAL ETF TRUST
1.55%
Shares2.6M
Event2025-12-31
Filed2026-01-26
DFAX
DIMENSIONAL ETF TRUST
-4.11%
Shares2.0M
Event2025-12-31
Filed2026-01-26
DFUS
DIMENSIONAL ETF TRUST
0.25%
Shares699.9K
Event2025-12-31
Filed2026-01-26
DISV
DIMENSIONAL ETF TRUST
-1.09%
Shares1.2M
Event2025-12-31
Filed2026-01-26
BSCQ
INVESCO EXCH TRD SLF IDX FD
5.01%
Shares1.4M
Event2025-12-31
Filed2026-01-26
AAPL
APPLE INC
-0.92%
Shares96.6K
Event2025-12-31
Filed2026-01-26
NVDA
NVIDIA CORPORATION
-0.92%
Shares108.6K
Event2025-12-31
Filed2026-01-26
MDYV
SPDR SERIES TRUST
-0.78%
Shares232.3K
Event2025-12-31
Filed2026-01-26
MSFT
MICROSOFT CORP
-2.07%
Shares36.7K
Event2025-12-31
Filed2026-01-26
BSCR
INVESCO EXCH TRD SLF IDX FD
11.28%
Shares882.0K
Event2025-12-31
Filed2026-01-26
BSCS
INVESCO EXCH TRD SLF IDX FD
33.37%
Shares792.3K
Event2025-12-31
Filed2026-01-26
ITOT
ISHARES TR
-3.16%
Shares87.3K
Event2025-12-31
Filed2026-01-26
BROADCOM INC
BROADCOM INC
-1.19%
Shares35.5K
Event2025-12-31
Filed2026-01-26
BSCT
INVESCO EXCH TRD SLF IDX FD
11.67%
Shares617.0K
Event2025-12-31
Filed2026-01-26
BSCU
INVESCO EXCH TRD SLF IDX FD
28.42%
Shares646.0K
Event2025-12-31
Filed2026-01-26
AMZN
AMAZON COM INC
-0.67%
Shares46.1K
Event2025-12-31
Filed2026-01-26
VTI
VANGUARD INDEX FDS
-1.42%
Shares30.8K
Event2025-12-31
Filed2026-01-26
SLYV
SPDR SERIES TRUST
-4.27%
Shares111.6K
Event2025-12-31
Filed2026-01-26
JPM
JPMORGAN CHASE & CO.
-2.83%
Shares30.7K
Event2025-12-31
Filed2026-01-26
SCHX
SCHWAB STRATEGIC TR
-12.45%
Shares355.3K
Event2025-12-31
Filed2026-01-26
WMT
WALMART INC
2.03%
Shares81.8K
Event2025-12-31
Filed2026-01-26
AXP
AMERICAN EXPRESS CO
1.83%
Shares24.2K
Event2025-12-31
Filed2026-01-26
IJS
ISHARES TR
-2.64%
Shares77.4K
Event2025-12-31
Filed2026-01-26
BSCV
INVESCO EXCH TRD SLF IDX FD
23.39%
Shares496.3K
Event2025-12-31
Filed2026-01-26
SPY
SPDR S&P 500 ETF TR
5.13%
Shares12.0K
Event2025-12-31
Filed2026-01-26
ALPHABET INC
ALPHABET INC
-1.10%
Shares26.0K
Event2025-12-31
Filed2026-01-26
CAT
CATERPILLAR INC
3.24%
Shares14.0K
Event2025-12-31
Filed2026-01-26
DGRO
ISHARES TR
-4.27%
Shares112.6K
Event2025-12-31
Filed2026-01-26
FNDE
SCHWAB STRATEGIC TR
-1.35%
Shares204.5K
Event2025-12-31
Filed2026-01-26
SCHA
SCHWAB STRATEGIC TR
-0.59%
Shares250.9K
Event2025-12-31
Filed2026-01-26
IEFA
ISHARES TR
-1.93%
Shares79.7K
Event2025-12-31
Filed2026-01-26
NFLX
NETFLIX INC
906.88%
Shares74.3K
Event2025-12-31
Filed2026-01-26
IJJ
ISHARES TR
-0.89%
Shares51.7K
Event2025-12-31
Filed2026-01-26
BSCW
INVESCO EXCH TRD SLF IDX FD
37.08%
Shares317.0K
Event2025-12-31
Filed2026-01-26
V
VISA INC
-0.04%
Shares18.4K
Event2025-12-31
Filed2026-01-26
GS
GOLDMAN SACHS GROUP INC
0.46%
Shares7.2K
Event2025-12-31
Filed2026-01-26
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.36%
Shares9.9K
Event2025-12-31
Filed2026-01-26
IBTG
ISHARES TR
320.47%
Shares271.2K
Event2025-12-31
Filed2026-01-26
ORCL
ORACLE CORP
1.27%
Shares30.6K
Event2025-12-31
Filed2026-01-26
XOM
EXXON MOBIL CORP
-1.30%
Shares48.7K
Event2025-12-31
Filed2026-01-26
META
META PLATFORMS INC
-3.43%
Shares8.7K
Event2025-12-31
Filed2026-01-26
IBM
INTERNATIONAL BUSINESS MACHS
2.87%
Shares18.4K
Event2025-12-31
Filed2026-01-26
ALPHABET INC
ALPHABET INC
-0.94%
Shares17.2K
Event2025-12-31
Filed2026-01-26
IEMG
ISHARES INC
-1.65%
Shares78.7K
Event2025-12-31
Filed2026-01-26
BSCX
INVESCO EXCH TRD SLF IDX FD
46.85%
Shares225.1K
Event2025-12-31
Filed2026-01-26
DFSI
DIMENSIONAL ETF TRUST
-0.70%
Shares109.3K
Event2025-12-31
Filed2026-01-26
LLY
ELI LILLY & CO
0.09%
Shares4.3K
Event2025-12-31
Filed2026-01-26
COST
COSTCO WHSL CORP NEW
-2.13%
Shares5.3K
Event2025-12-31
Filed2026-01-26
IBTH
ISHARES TR
114.88%
Shares198.0K
Event2025-12-31
Filed2026-01-26
IDEV
ISHARES TR
6.81%
Shares52.2K
Event2025-12-31
Filed2026-01-26
TRV
TRAVELERS COMPANIES INC
0.56%
Shares14.8K
Event2025-12-31
Filed2026-01-26
BSMQ
INVESCO EXCH TRD SLF IDX FD
22.34%
Shares181.1K
Event2025-12-31
Filed2026-01-26
SCHG
SCHWAB STRATEGIC TR
2.53%
Shares127.9K
Event2025-12-31
Filed2026-01-26
SPEM
SPDR INDEX SHS FDS
-1.02%
Shares86.0K
Event2025-12-31
Filed2026-01-26
RTX
RTX CORPORATION
-3.06%
Shares20.9K
Event2025-12-31
Filed2026-01-26
CSCO
CISCO SYS INC
3.86%
Shares49.4K
Event2025-12-31
Filed2026-01-26
MCD
MCDONALDS CORP
-0.49%
Shares12.4K
Event2025-12-31
Filed2026-01-26
HD
HOME DEPOT INC
-4.97%
Shares10.8K
Event2025-12-31
Filed2026-01-26
DFSU
DIMENSIONAL ETF TRUST
-1.03%
Shares84.8K
Event2025-12-31
Filed2026-01-26
AMGN
AMGEN INC
-4.03%
Shares11.0K
Event2025-12-31
Filed2026-01-26
IVV
ISHARES TR
0.88%
Shares5.2K
Event2025-12-31
Filed2026-01-26
DFSE
DIMENSIONAL ETF TRUST
2.79%
Shares85.4K
Event2025-12-31
Filed2026-01-26
KO
COCA COLA CO
-5.04%
Shares50.6K
Event2025-12-31
Filed2026-01-26
IBTI
ISHARES TR
238.30%
Shares157.8K
Event2025-12-31
Filed2026-01-26
JNJ
JOHNSON & JOHNSON
-2.56%
Shares17.0K
Event2025-12-31
Filed2026-01-26
IBTJ
ISHARES TR
177.89%
Shares151.3K
Event2025-12-31
Filed2026-01-26
INVESCO QQQ TR
INVESCO QQQ TR
-1.01%
Shares5.4K
Event2025-12-31
Filed2026-01-26
SCHB
SCHWAB STRATEGIC TR
-2.70%
Shares125.4K
Event2025-12-31
Filed2026-01-26
BSMR
INVESCO EXCH TRD SLF IDX FD
27.69%
Shares138.7K
Event2025-12-31
Filed2026-01-26
IBTK
ISHARES TR
270.68%
Shares160.5K
Event2025-12-31
Filed2026-01-26
MA
MASTERCARD INCORPORATED
-2.83%
Shares5.6K
Event2025-12-31
Filed2026-01-26
MMM
3M CO
4.98%
Shares19.7K
Event2025-12-31
Filed2026-01-26
IVE
ISHARES TR
20.70%
Shares14.7K
Event2025-12-31
Filed2026-01-26
IBTL
ISHARES TR
312.94%
Shares143.4K
Event2025-12-31
Filed2026-01-26
DIA
SPDR DOW JONES INDL AVERAGE
-0.49%
Shares6.1K
Event2025-12-31
Filed2026-01-26
BSMS
INVESCO EXCH TRD SLF IDX FD
22.57%
Shares122.0K
Event2025-12-31
Filed2026-01-26
UNH
UNITEDHEALTH GROUP INC
2.47%
Shares8.3K
Event2025-12-31
Filed2026-01-26
SUSA
ISHARES TR
3.07%
Shares18.8K
Event2025-12-31
Filed2026-01-26
VEA
VANGUARD TAX-MANAGED FDS
0.42%
Shares41.8K
Event2025-12-31
Filed2026-01-26
IJT
ISHARES TR
5.65%
Shares18.4K
Event2025-12-31
Filed2026-01-26
VWO
VANGUARD INTL EQUITY INDEX F
3.37%
Shares48.2K
Event2025-12-31
Filed2026-01-26
IWF
ISHARES TR
-0.97%
Shares5.4K
Event2025-12-31
Filed2026-01-26
PG
PROCTER AND GAMBLE CO
-15.65%
Shares17.8K
Event2025-12-31
Filed2026-01-26
VTV
VANGUARD INDEX FDS
-3.88%
Shares13.1K
Event2025-12-31
Filed2026-01-26
IBTM
ISHARES TR
3158.18%
Shares108.6K
Event2025-12-31
Filed2026-01-26
ABBV
ABBVIE INC
-3.46%
Shares10.7K
Event2025-12-31
Filed2026-01-26
AVUV
AMERICAN CENTY ETF TR
-1.52%
Shares22.6K
Event2025-12-31
Filed2026-01-26
VUG
VANGUARD INDEX FDS
-7.26%
Shares4.7K
Event2025-12-31
Filed2026-01-26
BSCY
INVESCO EXCH TRD SLF IDX FD
149.21%
Shares108.9K
Event2025-12-31
Filed2026-01-26
CVX
CHEVRON CORP NEW
-5.15%
Shares14.2K
Event2025-12-31
Filed2026-01-26
NOW
SERVICENOW INC
361.58%
Shares14.0K
Event2025-12-31
Filed2026-01-26
LOW
LOWES COS INC
6.74%
Shares8.4K
Event2025-12-31
Filed2026-01-26
ESML
ISHARES TR
4.51%
Shares44.1K
Event2025-12-31
Filed2026-01-26
TMUS
T-MOBILE US INC
-1.74%
Shares10.0K
Event2025-12-31
Filed2026-01-26
SCHV
SCHWAB STRATEGIC TR
-6.35%
Shares67.9K
Event2025-12-31
Filed2026-01-26
HUBBELL INC
HUBBELL INC
0.00%
Shares4.5K
Event2025-12-31
Filed2026-01-26
IWB
ISHARES TR
-2.59%
Shares5.4K
Event2025-12-31
Filed2026-01-26
MERCK & CO INC
MERCK & CO INC
-13.26%
Shares18.8K
Event2025-12-31
Filed2026-01-26
BAC
BANK AMERICA CORP
-2.78%
Shares35.4K
Event2025-12-31
Filed2026-01-26
DEW
WISDOMTREE TR
0.00%
Shares31.6K
Event2025-12-31
Filed2026-01-26
DIS
DISNEY WALT CO
-0.12%
Shares17.0K
Event2025-12-31
Filed2026-01-26
HON
HONEYWELL INTL INC
-2.81%
Shares9.7K
Event2025-12-31
Filed2026-01-26
IXUS
ISHARES TR
-2.52%
Shares21.9K
Event2025-12-31
Filed2026-01-26
MU
MICRON TECHNOLOGY INC
-7.35%
Shares6.3K
Event2025-12-31
Filed2026-01-26
AVEM
AMERICAN CENTY ETF TR
-5.02%
Shares23.2K
Event2025-12-31
Filed2026-01-26
BSMU
INVESCO EXCH TRD SLF IDX FD
30.24%
Shares80.3K
Event2025-12-31
Filed2026-01-26
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
12.56%
Shares5.1K
Event2025-12-31
Filed2026-01-26
COF
CAPITAL ONE FINL CORP
-0.88%
Shares7.0K
Event2025-12-31
Filed2026-01-26
EATON CORP PLC
EATON CORP PLC
0.42%
Shares5.3K
Event2025-12-31
Filed2026-01-26
AMD
ADVANCED MICRO DEVICES INC
3.23%
Shares7.8K
Event2025-12-31
Filed2026-01-26
COHERENT CORP
COHERENT CORP
0.00%
Shares9.0K
Event2025-12-31
Filed2026-01-26
GILD
GILEAD SCIENCES INC
-14.50%
Shares13.4K
Event2025-12-31
Filed2026-01-26
IJR
ISHARES TR
0.47%
Shares13.5K
Event2025-12-31
Filed2026-01-26
TLTE
FLEXSHARES TR
-0.06%
Shares25.1K
Event2025-12-31
Filed2026-01-26
IWD
ISHARES TR
0.05%
Shares7.6K
Event2025-12-31
Filed2026-01-26
BSMT
INVESCO EXCH TRD SLF IDX FD
7.34%
Shares69.0K
Event2025-12-31
Filed2026-01-26
SCHD
SCHWAB STRATEGIC TR
-1.05%
Shares58.0K
Event2025-12-31
Filed2026-01-26
CRM
SALESFORCE INC
7.65%
Shares5.9K
Event2025-12-31
Filed2026-01-26
DVY
ISHARES TR
-11.86%
Shares11.0K
Event2025-12-31
Filed2026-01-26
SPTM
SPDR SERIES TRUST
-3.39%
Shares18.3K
Event2025-12-31
Filed2026-01-26
EMXC
ISHARES INC
-4.06%
Shares20.6K
Event2025-12-31
Filed2026-01-26
VZ
VERIZON COMMUNICATIONS INC
-9.65%
Shares36.8K
Event2025-12-31
Filed2026-01-26
VSS
VANGUARD INTL EQUITY INDEX F
10.06%
Shares10.4K
Event2025-12-31
Filed2026-01-26
IWV
ISHARES TR
0.00%
Shares3.8K
Event2025-12-31
Filed2026-01-26
VBR
VANGUARD INDEX FDS
1.70%
Shares7.0K
Event2025-12-31
Filed2026-01-26
SHW
SHERWIN WILLIAMS CO
9.36%
Shares4.5K
Event2025-12-31
Filed2026-01-26
NKE
NIKE INC
-28.10%
Shares22.9K
Event2025-12-31
Filed2026-01-26
T
AT&T INC
1.19%
Shares58.1K
Event2025-12-31
Filed2026-01-26
TXN
TEXAS INSTRS INC
-24.99%
Shares8.1K
Event2025-12-31
Filed2026-01-26
CB
CHUBB LIMITED
-0.40%
Shares4.5K
Event2025-12-31
Filed2026-01-26
SCHF
SCHWAB STRATEGIC TR
-0.85%
Shares58.6K
Event2025-12-31
Filed2026-01-26
FNDC
SCHWAB STRATEGIC TR
-2.13%
Shares31.0K
Event2025-12-31
Filed2026-01-26
SAP
SAP SE
-1.58%
Shares5.5K
Event2025-12-31
Filed2026-01-26
BA
BOEING CO
10.85%
Shares6.1K
Event2025-12-31
Filed2026-01-26
PGR
PROGRESSIVE CORP
-0.72%
Shares5.8K
Event2025-12-31
Filed2026-01-26
CITIGROUP INC
CITIGROUP INC
-9.35%
Shares11.3K
Event2025-12-31
Filed2026-01-26
PEP
PEPSICO INC
2.88%
Shares9.2K
Event2025-12-31
Filed2026-01-26
MS
MORGAN STANLEY
-16.38%
Shares7.4K
Event2025-12-31
Filed2026-01-26
EBAY
EBAY INC.
-0.99%
Shares15.0K
Event2025-12-31
Filed2026-01-26
TSLA
TESLA INC
-7.41%
Shares2.8K
Event2025-12-31
Filed2026-01-26
VB
VANGUARD INDEX FDS
13.63%
Shares4.8K
Event2025-12-31
Filed2026-01-26
DFAI
DIMENSIONAL ETF TRUST
24.70%
Shares32.6K
Event2025-12-31
Filed2026-01-26
ELV
ELEVANCE HEALTH INC FORMERLY
33.26%
Shares3.5K
Event2025-12-31
Filed2026-01-26
CL
COLGATE PALMOLIVE CO
87.89%
Shares15.6K
Event2025-12-31
Filed2026-01-26
INTU
INTUIT
-10.53%
Shares1.9K
Event2025-12-31
Filed2026-01-26
ITW
ILLINOIS TOOL WKS INC
-4.48%
Shares4.9K
Event2025-12-31
Filed2026-01-26
AVES
AMERICAN CENTY ETF TR
-7.50%
Shares20.6K
Event2025-12-31
Filed2026-01-26
VO
VANGUARD INDEX FDS
-1.48%
Shares4.1K
Event2025-12-31
Filed2026-01-26
FNDA
SCHWAB STRATEGIC TR
-2.39%
Shares37.5K
Event2025-12-31
Filed2026-01-26
ADBE
ADOBE INC
-14.32%
Shares3.4K
Event2025-12-31
Filed2026-01-26
ESGD
ISHARES TR
-0.59%
Shares12.3K
Event2025-12-31
Filed2026-01-26
DFAS
DIMENSIONAL ETF TRUST
-1.38%
Shares16.8K
Event2025-12-31
Filed2026-01-26
LMT
LOCKHEED MARTIN CORP
0.38%
Shares2.4K
Event2025-12-31
Filed2026-01-26
ESGE
ISHARES INC
-1.75%
Shares25.9K
Event2025-12-31
Filed2026-01-26
BLACKROCK INC
BLACKROCK INC
-6.57%
Shares1.1K
Event2025-12-31
Filed2026-01-26
INTC
INTEL CORP
-4.00%
Shares30.9K
Event2025-12-31
Filed2026-01-26
EPD
ENTERPRISE PRODS PARTNERS L
-5.56%
Shares35.0K
Event2025-12-31
Filed2026-01-26
ABT
ABBOTT LABS
-0.59%
Shares8.9K
Event2025-12-31
Filed2026-01-26
AVDV
AMERICAN CENTY ETF TR
-4.83%
Shares11.7K
Event2025-12-31
Filed2026-01-26
EEMV
ISHARES INC
-0.26%
Shares16.7K
Event2025-12-31
Filed2026-01-26
VEU
VANGUARD INTL EQUITY INDEX F
-20.99%
Shares14.1K
Event2025-12-31
Filed2026-01-26
BSMV
INVESCO EXCH TRD SLF IDX FD
6.31%
Shares49.1K
Event2025-12-31
Filed2026-01-26
NOC
NORTHROP GRUMMAN CORP
-6.59%
Shares1.8K
Event2025-12-31
Filed2026-01-26
DE
DEERE & CO
-0.79%
Shares2.1K
Event2025-12-31
Filed2026-01-26
BSMW
INVESCO EXCH TRD SLF IDX FD
8.66%
Shares39.5K
Event2025-12-31
Filed2026-01-26
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.3K
Event2025-12-31
Filed2026-01-26
SBUX
STARBUCKS CORP
-16.28%
Shares11.3K
Event2025-12-31
Filed2026-01-26
DFIV
DIMENSIONAL ETF TRUST
-6.57%
Shares18.8K
Event2025-12-31
Filed2026-01-26
FNDF
SCHWAB STRATEGIC TR
0.03%
Shares20.6K
Event2025-12-31
Filed2026-01-26
BSSX
INVESCO EXCH TRD SLF IDX FD
3.96%
Shares34.1K
Event2025-12-31
Filed2026-01-26
EFV
ISHARES TR
0.00%
Shares12.3K
Event2025-12-31
Filed2026-01-26
EFA
ISHARES TR
-2.25%
Shares9.0K
Event2025-12-31
Filed2026-01-26
EDIV
SPDR INDEX SHS FDS
-1.11%
Shares22.0K
Event2025-12-31
Filed2026-01-26
CMI
CUMMINS INC
0.00%
Shares1.6K
Event2025-12-31
Filed2026-01-26
VYM
VANGUARD WHITEHALL FDS
-1.29%
Shares5.8K
Event2025-12-31
Filed2026-01-26
TMO
THERMO FISHER SCIENTIFIC INC
0.14%
Shares1.4K
Event2025-12-31
Filed2026-01-26
TDG
TRANSDIGM GROUP INC
-0.95%
Shares624
Event2025-12-31
Filed2026-01-26
IYW
ISHARES TR
0.00%
Shares4.1K
Event2025-12-31
Filed2026-01-26
LINDE PLC
LINDE PLC
-29.72%
Shares1.9K
Event2025-12-31
Filed2026-01-26
YUM
YUM BRANDS INC
0.62%
Shares5.4K
Event2025-12-31
Filed2026-01-26
IBIT
ISHARES BITCOIN TRUST ETF
0.06%
Shares16.4K
Event2025-12-31
Filed2026-01-26
VBK
VANGUARD INDEX FDS
0.00%
Shares2.7K
Event2025-12-31
Filed2026-01-26
EZM
WISDOMTREE TR
0.00%
Shares12.0K
Event2025-12-31
Filed2026-01-26
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.00%
Shares11.2K
Event2025-12-31
Filed2026-01-26
USMV
ISHARES TR
-1.90%
Shares8.3K
Event2025-12-31
Filed2026-01-26
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2025-12-31
Filed2026-01-26
ADP
AUTOMATIC DATA PROCESSING IN
-5.48%
Shares2.9K
Event2025-12-31
Filed2026-01-26
SCHE
SCHWAB STRATEGIC TR
-7.78%
Shares22.6K
Event2025-12-31
Filed2026-01-26
QCOM
QUALCOMM INC
-20.06%
Shares4.3K
Event2025-12-31
Filed2026-01-26
MET
METLIFE INC
2.17%
Shares9.2K
Event2025-12-31
Filed2026-01-26
SCZ
ISHARES TR
-10.86%
Shares9.3K
Event2025-12-31
Filed2026-01-26
VIG
VANGUARD SPECIALIZED FUNDS
-2.97%
Shares3.2K
Event2025-12-31
Filed2026-01-26
RSPH
INVESCO EXCHANGE TRADED FD T
23.41%
Shares21.8K
Event2025-12-31
Filed2026-01-26
SLYG
SPDR SERIES TRUST
-4.06%
Shares7.3K
Event2025-12-31
Filed2026-01-26
LULU
LULULEMON ATHLETICA INC
4124.36%
Shares3.3K
Event2025-12-31
Filed2026-01-26
SPYM
SPDR SERIES TRUST
13.94%
Shares8.5K
Event2025-12-31
Filed2026-01-26
DHR
DANAHER CORPORATION
1.43%
Shares3.0K
Event2025-12-31
Filed2026-01-26
USCI
UNITED STS COMMODITY INDEX F
4.28%
Shares8.7K
Event2025-12-31
Filed2026-01-26
GLD
SPDR GOLD TR
-5.26%
Shares1.7K
Event2025-12-31
Filed2026-01-26
VSGX
VANGUARD WORLD FD
15.72%
Shares9.3K
Event2025-12-31
Filed2026-01-26
AVSE
AMERICAN CENTY ETF TR
1.46%
Shares10.1K
Event2025-12-31
Filed2026-01-26
SLB
SLB LIMITED
-3.08%
Shares16.8K
Event2025-12-31
Filed2026-01-26
PDN
INVESCO EXCH TRADED FD TR II
0.30%
Shares15.2K
Event2025-12-31
Filed2026-01-26
DON
WISDOMTREE TR
0.00%
Shares12.3K
Event2025-12-31
Filed2026-01-26
CRWD
CROWDSTRIKE HLDGS INC
-5.71%
Shares1.4K
Event2025-12-31
Filed2026-01-26
PPG
PPG INDS INC
267.82%
Shares6.2K
Event2025-12-31
Filed2026-01-26
PH
PARKER-HANNIFIN CORP
0.43%
Shares705
Event2025-12-31
Filed2026-01-26
ASML
ASML HOLDING N V
8.87%
Shares577
Event2025-12-31
Filed2026-01-26
MAR
MARRIOTT INTL INC NEW
24600.00%
Shares2.0K
Event2025-12-31
Filed2026-01-26
XVV
ISHARES TR
0.00%
Shares11.5K
Event2025-12-31
Filed2026-01-26
PFE
PFIZER INC
-1.08%
Shares23.8K
Event2025-12-31
Filed2026-01-26
PANW
PALO ALTO NETWORKS INC
0.00%
Shares3.1K
Event2025-12-31
Filed2026-01-26
MCK
MCKESSON CORP
0.00%
Shares697
Event2025-12-31
Filed2026-01-26
SDY
SPDR SERIES TRUST
0.10%
Shares4.0K
Event2025-12-31
Filed2026-01-26
PKW
INVESCO EXCHANGE TRADED FD T
0.93%
Shares4.0K
Event2025-12-31
Filed2026-01-26
MOAT
VANECK ETF TRUST
0.00%
Shares5.2K
Event2025-12-31
Filed2026-01-26
DELL
DELL TECHNOLOGIES INC
-0.42%
Shares4.2K
Event2025-12-31
Filed2026-01-26
BSMY
INVESCO EXCH TRD SLF IDX FD
5.99%
Shares21.1K
Event2025-12-31
Filed2026-01-26
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares6.3K
Event2025-12-31
Filed2026-01-26
DFLV
DIMENSIONAL ETF TRUST
0.35%
Shares14.4K
Event2025-12-31
Filed2026-01-26
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.8K
Event2025-12-31
Filed2026-01-26
QUAL
ISHARES TR
0.12%
Shares2.4K
Event2025-12-31
Filed2026-01-26
LAM RESEARCH CORP
LAM RESEARCH CORP
0.00%
Shares2.8K
Event2025-12-31
Filed2026-01-26
CMCSA
COMCAST CORP NEW
-33.62%
Shares15.4K
Event2025-12-31
Filed2026-01-26
XJR
ISHARES TR
0.00%
Shares10.8K
Event2025-12-31
Filed2026-01-26
SPDW
SPDR INDEX SHS FDS
1.70%
Shares10.3K
Event2025-12-31
Filed2026-01-26
FBTC
FIDELITY WISE ORIGIN BITCOIN
-5.27%
Shares5.9K
Event2025-12-31
Filed2026-01-26
ISHARES GOLD TR
ISHARES GOLD TR
0.00%
Shares5.4K
Event2025-12-31
Filed2026-01-26
ACWV
ISHARES INC
-0.87%
Shares3.6K
Event2025-12-31
Filed2026-01-26
IJH
ISHARES TR
13.75%
Shares6.5K
Event2025-12-31
Filed2026-01-26
VGT
VANGUARD WORLD FD
25.11%
Shares558
Event2025-12-31
Filed2026-01-26
PNC
PNC FINL SVCS GROUP INC
-60.02%
Shares2.0K
Event2025-12-31
Filed2026-01-26
AVDE
AMERICAN CENTY ETF TR
-0.98%
Shares5.0K
Event2025-12-31
Filed2026-01-26
WFC
WELLS FARGO CO NEW
-13.90%
Shares4.4K
Event2025-12-31
Filed2026-01-26
PEG
PUBLIC SVC ENTERPRISE GRP IN
0.00%
Shares5.0K
Event2025-12-31
Filed2026-01-26
SU
SUNCOR ENERGY INC NEW
0.00%
Shares9.0K
Event2025-12-31
Filed2026-01-26
ISCV
ISHARES TR
0.69%
Shares5.8K
Event2025-12-31
Filed2026-01-26
CMG
CHIPOTLE MEXICAN GRILL INC
-5.41%
Shares10.4K
Event2025-12-31
Filed2026-01-26
USB
US BANCORP DEL
-0.01%
Shares7.2K
Event2025-12-31
Filed2026-01-26
GWX
SPDR INDEX SHS FDS
-1.74%
Shares9.3K
Event2025-12-31
Filed2026-01-26
COP
CONOCOPHILLIPS
-4.74%
Shares4.0K
Event2025-12-31
Filed2026-01-26
DFAU
DIMENSIONAL ETF TRUST
-0.01%
Shares8.0K
Event2025-12-31
Filed2026-01-26
MDY
SPDR S&P MIDCAP 400 ETF TR
0.00%
Shares622
Event2025-12-31
Filed2026-01-26
SO
SOUTHERN CO
2.27%
Shares4.3K
Event2025-12-31
Filed2026-01-26
SHOP
SHOPIFY INC
63.60%
Shares2.3K
Event2025-12-31
Filed2026-01-26
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-34.71%
Shares8.7K
Event2025-12-31
Filed2026-01-26
OEF
ISHARES TR
0.00%
Shares1.0K
Event2025-12-31
Filed2026-01-26
VOT
VANGUARD INDEX FDS
0.00%
Shares1.2K
Event2025-12-31
Filed2026-01-26
PFI
INVESCO EXCHANGE TRADED FD T
0.00%
Shares6.0K
Event2025-12-31
Filed2026-01-26
VGK
VANGUARD INTL EQUITY INDEX F
-0.18%
Shares4.0K
Event2025-12-31
Filed2026-01-26
VV
VANGUARD INDEX FDS
-6.75%
Shares1.0K
Event2025-12-31
Filed2026-01-26
DGRS
WISDOMTREE TR
0.00%
Shares6.4K
Event2025-12-31
Filed2026-01-26
ATO
ATMOS ENERGY CORP
0.00%
Shares1.9K
Event2025-12-31
Filed2026-01-26
XJH
ISHARES TR
16.09%
Shares7.0K
Event2025-12-31
Filed2026-01-26
IUSV
ISHARES TR
0.00%
Shares3.0K
Event2025-12-31
Filed2026-01-26
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares2.2K
Event2025-12-31
Filed2026-01-26
NEE
NEXTERA ENERGY INC
1.53%
Shares3.8K
Event2025-12-31
Filed2026-01-26
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-3.69%
Shares1.1K
Event2025-12-31
Filed2026-01-26
THE CIGNA GROUP
THE CIGNA GROUP
-39.38%
Shares1.1K
Event2025-12-31
Filed2026-01-26
EMXF
ISHARES TR
0.00%
Shares6.6K
Event2025-12-31
Filed2026-01-26
ED
CONSOLIDATED EDISON INC
0.03%
Shares3.0K
Event2025-12-31
Filed2026-01-26
SCHC
SCHWAB STRATEGIC TR
0.44%
Shares6.6K
Event2025-12-31
Filed2026-01-26
IYG
ISHARES TR
0.00%
Shares3.2K
Event2025-12-31
Filed2026-01-26
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-3.97%
Shares10.9K
Event2025-12-31
Filed2026-01-26
SYK
STRYKER CORPORATION
-1.96%
Shares800
Event2025-12-31
Filed2026-01-26
NSC
NORFOLK SOUTHN CORP
-11.45%
Shares967
Event2025-12-31
Filed2026-01-26
WMB
WILLIAMS COS INC
-1.92%
Shares4.6K
Event2025-12-31
Filed2026-01-26
AZN
ASTRAZENECA PLC
-5.24%
Shares2.9K
Event2025-12-31
Filed2026-01-26
XMLV
INVESCO EXCH TRADED FD TR II
0.00%
Shares4.3K
Event2025-12-31
Filed2026-01-26
BFOR
ALPS ETF TR
0.00%
Shares3.2K
Event2025-12-31
Filed2026-01-26
MDLZ
MONDELEZ INTL INC
-8.85%
Shares4.9K
Event2025-12-31
Filed2026-01-26
IWN
ISHARES TR
-6.03%
Shares1.4K
Event2025-12-31
Filed2026-01-26
DGRW
WISDOMTREE TR
1.10%
Shares2.8K
Event2025-12-31
Filed2026-01-26
RDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares3.7K
Event2025-12-31
Filed2026-01-26
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-5.77%
Shares833
Event2025-12-31
Filed2026-01-26
FNDX
SCHWAB STRATEGIC TR
-5.53%
Shares9.3K
Event2025-12-31
Filed2026-01-26
SCHW
SCHWAB CHARLES CORP
0.20%
Shares2.5K
Event2025-12-31
Filed2026-01-26
PRK
PARK NATL CORP
0.00%
Shares1.6K
Event2025-12-31
Filed2026-01-26
AVY
AVERY DENNISON CORP
0.00%
Shares1.3K
Event2025-12-31
Filed2026-01-26
VFC
V F CORP
10.67%
Shares13.4K
Event2025-12-31
Filed2026-01-26
AHR
AMERICAN HEALTHCARE REIT INC
0.00%
Shares5.1K
Event2025-12-31
Filed2026-01-26
PLTR
PALANTIR TECHNOLOGIES INC
135.88%
Shares1.4K
Event2025-12-31
Filed2026-01-26
GE AEROSPACE
GE AEROSPACE
74.83%
Shares785
Event2025-12-31
Filed2026-01-26
ISRG
INTUITIVE SURGICAL INC
-17.60%
Shares426
Event2025-12-31
Filed2026-01-26
TRGP
TARGA RES CORP
0.00%
Shares1.3K
Event2025-12-31
Filed2026-01-26
FTAI AVIATION LTD
FTAI AVIATION LTD
0.00%
Shares1.2K
Event2025-12-31
Filed2026-01-26
AON PLC
AON PLC
0.00%
Shares680
Event2025-12-31
Filed2026-01-26
AMAT
APPLIED MATLS INC
118.44%
Shares924
Event2025-12-31
Filed2026-01-26
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.00%
Shares859
Event2025-12-31
Filed2026-01-26
PTNQ
PACER FDS TR
0.00%
Shares3.0K
Event2025-12-31
Filed2026-01-26
BMY
BRISTOL-MYERS SQUIBB CO
-35.60%
Shares4.3K
Event2025-12-31
Filed2026-01-26
DFAE
DIMENSIONAL ETF TRUST
0.00%
Shares7.1K
Event2025-12-31
Filed2026-01-26
SNA
SNAP ON INC
0.00%
Shares667
Event2025-12-31
Filed2026-01-26
XLV
SELECT SECTOR SPDR TR
-16.54%
Shares1.5K
Event2025-12-31
Filed2026-01-26
APD
AIR PRODS & CHEMS INC
-51.14%
Shares921
Event2025-12-31
Filed2026-01-26
EMR
EMERSON ELEC CO
0.00%
Shares1.7K
Event2025-12-31
Filed2026-01-26
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-14.79%
Shares1.7K
Event2025-12-31
Filed2026-01-26
CARR
CARRIER GLOBAL CORPORATION
-4.29%
Shares4.2K
Event2025-12-31
Filed2026-01-26
SPAB
SPDR SERIES TRUST
0.00%
Shares8.6K
Event2025-12-31
Filed2026-01-26
UNP
UNION PAC CORP
-7.20%
Shares954
Event2025-12-31
Filed2026-01-26
CPRI
CAPRI HOLDINGS LIMITED
-0.03%
Shares8.8K
Event2025-12-31
Filed2026-01-26
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares1.5K
Event2025-12-31
Filed2026-01-26
TJX
TJX COS INC NEW
0.00%
Shares1.4K
Event2025-12-31
Filed2026-01-26
NXPI
NXP SEMICONDUCTORS N V
170.95%
Shares970
Event2025-12-31
Filed2026-01-26
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares2.3K
Event2025-12-31
Filed2026-01-26
EFAV
ISHARES TR
0.00%
Shares2.4K
Event2025-12-31
Filed2026-01-26
IBMO
ISHARES TR
0.00%
Shares8.1K
Event2025-12-31
Filed2026-01-26
BSJT
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares9.7K
Event2025-12-31
Filed2026-01-26
ADSK
AUTODESK INC
262.30%
Shares692
Event2025-12-31
Filed2026-01-26
IVW
ISHARES TR
0.00%
Shares1.6K
Event2025-12-31
Filed2026-01-26
EMN
EASTMAN CHEM CO
0.25%
Shares3.2K
Event2025-12-31
Filed2026-01-26
IJK
ISHARES TR
3.53%
Shares2.1K
Event2025-12-31
Filed2026-01-26
SHY
ISHARES TR
17.49%
Shares2.4K
Event2025-12-31
Filed2026-01-26
VXF
VANGUARD INDEX FDS
0.00%
Shares943
Event2025-12-31
Filed2026-01-26
XLK
SELECT SECTOR SPDR TR
33.37%
Shares1.4K
Event2025-12-31
Filed2026-01-26
PCAR
PACCAR INC
792.50%
Shares1.8K
Event2025-12-31
Filed2026-01-26
XLF
SELECT SECTOR SPDR TR
57.57%
Shares3.6K
Event2025-12-31
Filed2026-01-26
MTUM
ISHARES TR
0.00%
Shares777
Event2025-12-31
Filed2026-01-26
ARM
ARM HOLDINGS PLC
0.00%
Shares1.7K
Event2025-12-31
Filed2026-01-26
LHX
L3HARRIS TECHNOLOGIES INC
-1.56%
Shares629
Event2025-12-31
Filed2026-01-26
MTX
MINERALS TECHNOLOGIES INC
0.00%
Shares3.0K
Event2025-12-31
Filed2026-01-26
GLW
CORNING INC
0.00%
Shares2.1K
Event2025-12-31
Filed2026-01-26
IBDR
ISHARES TR
0.01%
Shares7.5K
Event2025-12-31
Filed2026-01-26
EES
WISDOMTREE TR
0.00%
Shares3.2K
Event2025-12-31
Filed2026-01-26
AVXC
AMERICAN CENTY ETF TR
63.56%
Shares2.8K
Event2025-12-31
Filed2026-01-26
WM
WASTE MGMT INC DEL
0.00%
Shares802
Event2025-12-31
Filed2026-01-26
DVYE
ISHARES INC
-6.59%
Shares5.6K
Event2025-12-31
Filed2026-01-26
FTC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares1.1K
Event2025-12-31
Filed2026-01-26
CSX
CSX CORP
0.00%
Shares4.7K
Event2025-12-31
Filed2026-01-26
EL
LAUDER ESTEE COS INC
-1.94%
Shares1.6K
Event2025-12-31
Filed2026-01-26
AOR
ISHARES TR
0.00%
Shares2.6K
Event2025-12-31
Filed2026-01-26
FMNB
FARMERS NATIONAL BANC CORP
0.00%
Shares12.6K
Event2025-12-31
Filed2026-01-26
OKE
ONEOK INC NEW
0.00%
Shares2.3K
Event2025-12-31
Filed2026-01-26
KLAC
KLA CORP
0.00%
Shares134
Event2025-12-31
Filed2026-01-26
PSX
PHILLIPS 66
-20.80%
Shares1.2K
Event2025-12-31
Filed2026-01-26
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.00%
Shares705
Event2025-12-31
Filed2026-01-26
BOH
BANK HAWAII CORP
0.00%
Shares2.3K
Event2025-12-31
Filed2026-01-26
NTES
NETEASE INC
-13.81%
Shares1.1K
Event2025-12-31
Filed2026-01-26
NUE
NUCOR CORP
0.00%
Shares950
Event2025-12-31
Filed2026-01-26
CTVA
CORTEVA INC
-19.97%
Shares2.3K
Event2025-12-31
Filed2026-01-26
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares5.0K
Event2025-12-31
Filed2026-01-26
RPAR
TIDAL TRUST I
-22.20%
Shares7.0K
Event2025-12-31
Filed2026-01-26
VTIP
VANGUARD MALVERN FDS
0.00%
Shares3.0K
Event2025-12-31
Filed2026-01-26
EMGF
ISHARES INC
0.00%
Shares2.6K
Event2025-12-31
Filed2026-01-26
TFC
TRUIST FINL CORP
-64.62%
Shares3.0K
Event2025-12-31
Filed2026-01-26
ESGU
ISHARES TR
0.00%
Shares982
Event2025-12-31
Filed2026-01-26
IWM
ISHARES TR
-6.75%
Shares594
Event2025-12-31
Filed2026-01-26
TGT
TARGET CORP
-23.15%
Shares1.5K
Event2025-12-31
Filed2026-01-26
VNQ
VANGUARD INDEX FDS
-0.48%
Shares1.6K
Event2025-12-31
Filed2026-01-26
DEXC
DIMENSIONAL ETF TRUST
31.54%
Shares2.4K
Event2025-12-31
Filed2026-01-26
ADI
ANALOG DEVICES INC
-9.95%
Shares534
Event2025-12-31
Filed2026-01-26
MKC
MCCORMICK & CO INC
0.00%
Shares2.1K
Event2025-12-31
Filed2026-01-26
MTD
METTLER TOLEDO INTERNATIONAL
0.00%
Shares100
Event2025-12-31
Filed2026-01-26
CVS
CVS HEALTH CORP
-1.38%
Shares1.7K
Event2025-12-31
Filed2026-01-26
HUM
HUMANA INC
-56.60%
Shares529
Event2025-12-31
Filed2026-01-26
APP
APPLOVIN CORP
2771.43%
Shares201
Event2025-12-31
Filed2026-01-26
BP
BP PLC
0.00%
Shares3.9K
Event2025-12-31
Filed2026-01-26
IDA
IDACORP INC
0.00%
Shares1.1K
Event2025-12-31
Filed2026-01-26
BKNG
BOOKING HOLDINGS INC
0.00%
Shares25
Event2025-12-31
Filed2026-01-26
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares294
Event2025-12-31
Filed2026-01-26
OTIS
OTIS WORLDWIDE CORP
-14.84%
Shares1.5K
Event2025-12-31
Filed2026-01-26
USRT
ISHARES TR
0.00%
Shares2.3K
Event2025-12-31
Filed2026-01-26
RB GLOBAL INC
RB GLOBAL INC
0.00%
Shares1.2K
Event2025-12-31
Filed2026-01-26
COWZ
PACER FDS TR
0.00%
Shares2.1K
Event2025-12-31
Filed2026-01-26
VXUS
VANGUARD STAR FDS
-10.45%
Shares1.7K
Event2025-12-31
Filed2026-01-26
IWO
ISHARES TR
0.00%
Shares389
Event2025-12-31
Filed2026-01-26
DFAW
DIMENSIONAL ETF TRUST
28.40%
Shares1.6K
Event2025-12-31
Filed2026-01-26
CENCORA INC
CENCORA INC
0.00%
Shares352
Event2025-12-31
Filed2026-01-26
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares970
Event2025-12-31
Filed2026-01-26
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares755
Event2025-12-31
Filed2026-01-26
AFL
AFLAC INC
-10.54%
Shares1.1K
Event2025-12-31
Filed2026-01-26
EMBJ
EMBRAER S.A.
0.00%
Shares1.8K
Event2025-12-31
Filed2026-01-26
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-71.64%
Shares976
Event2025-12-31
Filed2026-01-26
KR
KROGER CO
0.38%
Shares1.8K
Event2025-12-31
Filed2026-01-26
IWY
ISHARES TR
0.00%
Shares410
Event2025-12-31
Filed2026-01-26
VOOV
VANGUARD ADMIRAL FDS INC
0.00%
Shares552
Event2025-12-31
Filed2026-01-26
VLTO
VERALTO CORP
-6.52%
Shares1.1K
Event2025-12-31
Filed2026-01-26
CHGX1
EA SERIES TRUST
0.00%
Shares4.1K
Event2025-12-31
Filed2026-01-26
ROK
ROCKWELL AUTOMATION INC
-3.06%
Shares285
Event2025-12-31
Filed2026-01-26
MELI
MERCADOLIBRE INC
-17.91%
Shares55
Event2025-12-31
Filed2026-01-26
MPC
MARATHON PETE CORP
0.00%
Shares673
Event2025-12-31
Filed2026-01-26
FVD
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares2.4K
Event2025-12-31
Filed2026-01-26
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares301
Event2025-12-31
Filed2026-01-26
ETFS GOLD TR
ETFS GOLD TR
0.00%
Shares2.6K
Event2025-12-31
Filed2026-01-26
SGOV
ISHARES TR
-22.14%
Shares1.0K
Event2025-12-31
Filed2026-01-26
VOE
VANGUARD INDEX FDS
-20.60%
Shares586
Event2025-12-31
Filed2026-01-26
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
0.00%
Shares1.2K
Event2025-12-31
Filed2026-01-26
KGC
KINROSS GOLD CORP
0.00%
Shares3.6K
Event2025-12-31
Filed2026-01-26
VOOG
VANGUARD ADMIRAL FDS INC
-4.60%
Shares228
Event2025-12-31
Filed2026-01-26
VLO
VALERO ENERGY CORP
0.00%
Shares617
Event2025-12-31
Filed2026-01-26
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares251
Event2025-12-31
Filed2026-01-26
HYD
VANECK ETF TRUST
0.00%
Shares1.9K
Event2025-12-31
Filed2026-01-26
DIM
WISDOMTREE TR
0.00%
Shares1.2K
Event2025-12-31
Filed2026-01-26
EXPD
EXPEDITORS INTL WASH INC
0.00%
Shares651
Event2025-12-31
Filed2026-01-26
BARRICK MNG CORP
BARRICK MNG CORP
0.00%
Shares2.2K
Event2025-12-31
Filed2026-01-26
BSJS
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares4.3K
Event2025-12-31
Filed2026-01-26
GEV
GE VERNOVA INC
46.94%
Shares144
Event2025-12-31
Filed2026-01-26
EEM
ISHARES TR
-14.70%
Shares1.7K
Event2025-12-31
Filed2026-01-26
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
New
Shares1.9K
Event2025-12-31
Filed2026-01-26
BSJQ
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares4.0K
Event2025-12-31
Filed2026-01-26
ONTO
ONTO INNOVATION INC
0.00%
Shares579
Event2025-12-31
Filed2026-01-26
CALF
PACER FDS TR
0.00%
Shares2.1K
Event2025-12-31
Filed2026-01-26
NEM
NEWMONT CORP
0.00%
Shares906
Event2025-12-31
Filed2026-01-26
BSX
BOSTON SCIENTIFIC CORP
0.00%
Shares946
Event2025-12-31
Filed2026-01-26
PYPL
PAYPAL HLDGS INC
-29.85%
Shares1.5K
Event2025-12-31
Filed2026-01-26
NVO
NOVO-NORDISK A S
-25.79%
Shares1.8K
Event2025-12-31
Filed2026-01-26
AVUS
AMERICAN CENTY ETF TR
-0.63%
Shares795
Event2025-12-31
Filed2026-01-26
ITT INC
ITT INC
0.00%
Shares510
Event2025-12-31
Filed2026-01-26
BK
BANK NEW YORK MELLON CORP
0.00%
Shares759
Event2025-12-31
Filed2026-01-26
SNY
SANOFI SA
-0.17%
Shares1.8K
Event2025-12-31
Filed2026-01-26
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
0.00%
Shares340
Event2025-12-31
Filed2026-01-26
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-8.43%
Shares3.5K
Event2025-12-31
Filed2026-01-26
IWR
ISHARES TR
0.00%
Shares887
Event2025-12-31
Filed2026-01-26
EG
EVEREST GROUP LTD
0.00%
Shares250
Event2025-12-31
Filed2026-01-26
XLP
SELECT SECTOR SPDR TR
0.56%
Shares1.1K
Event2025-12-31
Filed2026-01-26
WSM
WILLIAMS SONOMA INC
0.00%
Shares468
Event2025-12-31
Filed2026-01-26
FSLR
FIRST SOLAR INC
0.00%
Shares315
Event2025-12-31
Filed2026-01-26
TDIV
FIRST TR EXCHANGE TRADED FD
0.00%
Shares837
Event2025-12-31
Filed2026-01-26
KNSL
KINSALE CAP GROUP INC
0.00%
Shares207
Event2025-12-31
Filed2026-01-26
DFUV
DIMENSIONAL ETF TRUST
0.35%
Shares1.7K
Event2025-12-31
Filed2026-01-26
FDX
FEDEX CORP
0.00%
Shares280
Event2025-12-31
Filed2026-01-26
IWS
ISHARES TR
0.00%
Shares573
Event2025-12-31
Filed2026-01-26
IBB
ISHARES TR
0.64%
Shares475
Event2025-12-31
Filed2026-01-26
ROST
ROSS STORES INC
0.00%
Shares443
Event2025-12-31
Filed2026-01-26
IBDS
ISHARES TR
0.00%
Shares3.2K
Event2025-12-31
Filed2026-01-26
SPGI
S&P GLOBAL INC
-23.98%
Shares149
Event2025-12-31
Filed2026-01-26
AXON
AXON ENTERPRISE INC
-15.43%
Shares137
Event2025-12-31
Filed2026-01-26
DBC
INVESCO DB COMMDY INDX TRCK
1.82%
Shares3.5K
Event2025-12-31
Filed2026-01-26
WELL
WELLTOWER INC
0.00%
Shares405
Event2025-12-31
Filed2026-01-26
F
FORD MTR CO
-32.86%
Shares5.7K
Event2025-12-31
Filed2026-01-26
BND
VANGUARD BD INDEX FDS
New
Shares1.0K
Event2025-12-31
Filed2026-01-26
IVOV
VANGUARD ADMIRAL FDS INC
0.00%
Shares731
Event2025-12-31
Filed2026-01-26
STERIS PLC
STERIS PLC
0.00%
Shares291
Event2025-12-31
Filed2026-01-26
HP INC
HP INC
-1.00%
Shares3.3K
Event2025-12-31
Filed2026-01-26
MFEM
PIMCO EQUITY SER
0.00%
Shares3.2K
Event2025-12-31
Filed2026-01-26
AKAM
AKAMAI TECHNOLOGIES INC
-52.22%
Shares830
Event2025-12-31
Filed2026-01-26
SRE
SEMPRA
0.00%
Shares818
Event2025-12-31
Filed2026-01-26
ETH
GRAYSCALE ETHEREUM MINI TR E
-1.23%
Shares2.6K
Event2025-12-31
Filed2026-01-26
SLV
ISHARES SILVER TR
0.00%
Shares1.1K
Event2025-12-31
Filed2026-01-26
SHEL
SHELL PLC
0.00%
Shares972
Event2025-12-31
Filed2026-01-26
TM
TOYOTA MOTOR CORP
0.00%
Shares331
Event2025-12-31
Filed2026-01-26
FENI
FIDELITY COVINGTON TRUST
0.00%
Shares1.9K
Event2025-12-31
Filed2026-01-26
IT
GARTNER INC
-11.39%
Shares280
Event2025-12-31
Filed2026-01-26
ISCF
ISHARES TR
0.00%
Shares1.7K
Event2025-12-31
Filed2026-01-26
ACHR
ARCHER AVIATION INC
0.00%
Shares9.3K
Event2025-12-31
Filed2026-01-26
UPS
UNITED PARCEL SERVICE INC
-79.52%
Shares701
Event2025-12-31
Filed2026-01-26
BOTZ
GLOBAL X FDS
0.00%
Shares1.9K
Event2025-12-31
Filed2026-01-26
PM
PHILIP MORRIS INTL INC
-78.29%
Shares428
Event2025-12-31
Filed2026-01-26
SOLV
SOLVENTUM CORP
-17.46%
Shares865
Event2025-12-31
Filed2026-01-26
CIBR
FIRST TR EXCHANGE TRADED FD
134.48%
Shares952
Event2025-12-31
Filed2026-01-26
IBDT
ISHARES TR
0.00%
Shares2.7K
Event2025-12-31
Filed2026-01-26
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
0.00%
Shares461
Event2025-12-31
Filed2026-01-26
MLAB
MESA LABS INC
0.00%
Shares830
Event2025-12-31
Filed2026-01-26
NOBL
PROSHARES TR
0.00%
Shares625
Event2025-12-31
Filed2026-01-26
CHTR
CHARTER COMMUNICATIONS INC N
-13.13%
Shares311
Event2025-12-31
Filed2026-01-26
CAH
CARDINAL HEALTH INC
0.00%
Shares314
Event2025-12-31
Filed2026-01-26
IP
INTERNATIONAL PAPER CO
0.00%
Shares1.6K
Event2025-12-31
Filed2026-01-26
WTRG
ESSENTIAL UTILS INC
0.00%
Shares1.7K
Event2025-12-31
Filed2026-01-26
INQQ
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares4.3K
Event2025-12-31
Filed2026-01-26
SPYV
SPDR SERIES TRUST
-7.43%
Shares1.1K
Event2025-12-31
Filed2026-01-26
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares165
Event2025-12-31
Filed2026-01-26
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
New
Shares4.2K
Event2025-12-31
Filed2026-01-26
EQIX
EQUINIX INC
-57.51%
Shares82
Event2025-12-31
Filed2026-01-26
VTHR
VANGUARD SCOTTSDALE FDS
0.00%
Shares208
Event2025-12-31
Filed2026-01-26
VMC
VULCAN MATLS CO
0.00%
Shares219
Event2025-12-31
Filed2026-01-26
PRU
PRUDENTIAL FINL INC
-80.35%
Shares550
Event2025-12-31
Filed2026-01-26
KMI
KINDER MORGAN INC DEL
0.54%
Shares2.2K
Event2025-12-31
Filed2026-01-26
RSG
REPUBLIC SVCS INC
0.00%
Shares288
Event2025-12-31
Filed2026-01-26
IWC
ISHARES TR
0.00%
Shares382
Event2025-12-31
Filed2026-01-26
JQUA
J P MORGAN EXCHANGE TRADED F
0.00%
Shares940
Event2025-12-31
Filed2026-01-26
NVS
NOVARTIS AG
30.49%
Shares428
Event2025-12-31
Filed2026-01-26
MEDTRONIC PLC
MEDTRONIC PLC
-83.72%
Shares610
Event2025-12-31
Filed2026-01-26
FRDM
EA SERIES TRUST
0.00%
Shares1.1K
Event2025-12-31
Filed2026-01-26
SNOW
SNOWFLAKE INC
-44.14%
Shares262
Event2025-12-31
Filed2026-01-26
VIOV
VANGUARD ADMIRAL FDS INC
0.00%
Shares584
Event2025-12-31
Filed2026-01-26
BUFR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares1.7K
Event2025-12-31
Filed2026-01-26
ICLN
ISHARES TR
0.09%
Shares3.4K
Event2025-12-31
Filed2026-01-26
QDF
FLEXSHARES TR
0.00%
Shares700
Event2025-12-31
Filed2026-01-26
BR
BROADRIDGE FINL SOLUTIONS IN
0.00%
Shares253
Event2025-12-31
Filed2026-01-26
KDP
KEURIG DR PEPPER INC
-24.20%
Shares2.0K
Event2025-12-31
Filed2026-01-26
EOG
EOG RES INC
0.00%
Shares507
Event2025-12-31
Filed2026-01-26
EXC
EXELON CORP
0.00%
Shares1.2K
Event2025-12-31
Filed2026-01-26
HBAN
HUNTINGTON BANCSHARES INC
-6.24%
Shares3.0K
Event2025-12-31
Filed2026-01-26
WD
WALKER & DUNLOP INC
0.00%
Shares865
Event2025-12-31
Filed2026-01-26
IUSG
ISHARES TR
-0.64%
Shares309
Event2025-12-31
Filed2026-01-26
FSTA
FIDELITY COVINGTON TRUST
0.00%
Shares1.1K
Event2025-12-31
Filed2026-01-26
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-10.14%
Shares620
Event2025-12-31
Filed2026-01-26
PAYX
PAYCHEX INC
-35.44%
Shares459
Event2025-12-31
Filed2026-01-26
GEHC
GE HEALTHCARE TECHNOLOGIES I
545.83%
Shares620
Event2025-12-31
Filed2026-01-26
ETR
ENTERGY CORP NEW
-84.12%
Shares548
Event2025-12-31
Filed2026-01-26
DSI
ISHARES TR
0.00%
Shares384
Event2025-12-31
Filed2026-01-26
CLF
CLEVELAND-CLIFFS INC NEW
-24.37%
Shares3.7K
Event2025-12-31
Filed2026-01-26
NBTB
NBT BANCORP INC
0.00%
Shares1.2K
Event2025-12-31
Filed2026-01-26
SLF
SUN LIFE FINANCIAL INC.
0.00%
Shares787
Event2025-12-31
Filed2026-01-26
HLT
HILTON WORLDWIDE HLDGS INC
0.00%
Shares169
Event2025-12-31
Filed2026-01-26
ES
EVERSOURCE ENERGY
-83.41%
Shares718
Event2025-12-31
Filed2026-01-26

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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