The Analysis of AssuredPartners Investment Advisors, LLC's Holdings


Currently, AssuredPartners Investment Advisors, LLC holds 268 types of securities in its portfolio with a total value $449.2M. In the most recent quarter, they have increased their positions in NEM (+26.2K shares, valued at $2.2M), DIS (+19.1K shares, valued at $2.2M), DUSB (+28.5K shares, valued at $1.4M); decreased their positions in SBUX (-24.0K shares, valued at $2.0M), FFEB (-13.1K shares, valued at $722.8K), VTI (-1.6K shares, valued at $540.1K); initiated new positions in NEM (+26.2K shares, valued at $2.2M), IWY (+4.1K shares, valued at $1.1M), SDVY (+20.8K shares, valued at $791.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FBCG FIDELITY COVINGTON TRUST420.5K shares3.33%2025-09-302025-10-06history
FDVV FIDELITY COVINGTON TRUST374.4K shares4.01%2025-09-302025-10-06history
VOO VANGUARD INDEX FDS31.9K shares2.78%2025-09-302025-10-06history
SPTM SPDR SERIES TRUST239.1K shares4.57%2025-09-302025-10-06history
XMMO INVESCO EXCHANGE TRADED FD T107.1K shares8.36%2025-09-302025-10-06history
MSFT MICROSOFT CORP23.2K shares1.28%2025-09-302025-10-06history
NVDA NVIDIA CORPORATION59.7K shares-0.84%2025-09-302025-10-06history
GOOGL ALPHABET INC44.5K shares1.97%2025-09-302025-10-06history
Sponsored
FSMD FIDELITY COVINGTON TRUST237.0K shares4.02%2025-09-302025-10-06history
DFAC DIMENSIONAL ETF TRUST255.2K shares3.98%2025-09-302025-10-06history
IHDG WISDOMTREE TR195.6K shares4.01%2025-09-302025-10-06history
IAU ISHARES GOLD TR121.6K shares3.02%2025-09-302025-10-06history
JPM JPMORGAN CHASE & CO.26.0K shares0.56%2025-09-302025-10-06history
AAPL APPLE INC31.2K shares0.81%2025-09-302025-10-06history
DFSD DIMENSIONAL ETF TRUST164.4K shares7.27%2025-09-302025-10-06history
TSLA TESLA INC17.7K shares-1.13%2025-09-302025-10-06history
Sponsored
DEM WISDOMTREE TR152.2K shares2.81%2025-09-302025-10-06history
DFCF DIMENSIONAL ETF TRUST162.5K shares7.09%2025-09-302025-10-06history
CSCO CISCO SYS INC86.0K shares5.68%2025-09-302025-10-06history
LHX L3HARRIS TECHNOLOGIES INC19.1K shares3.65%2025-09-302025-10-06history
AVGO BROADCOM INC17.6K shares-0.28%2025-09-302025-10-06history
BAC BANK AMERICA CORP111.5K shares2.96%2025-09-302025-10-06history
XOM EXXON MOBIL CORP49.3K shares5.81%2025-09-302025-10-06history
MU MICRON TECHNOLOGY INC31.8K shares-0.95%2025-09-302025-10-06history
Sponsored
GMAR FIRST TR EXCHNG TRADED FD VI128.3K shares0.00%2025-09-302025-10-06history
VST VISTRA CORP26.1K shares0.84%2025-09-302025-10-06history
AXP AMERICAN EXPRESS CO15.2K shares3.13%2025-09-302025-10-06history
CASY CASEYS GEN STORES INC7.8K shares2.93%2025-09-302025-10-06history
DUSB DIMENSIONAL ETF TRUST79.5K shares55.80%2025-09-302025-10-06history
HON HONEYWELL INTL INC18.7K shares4.40%2025-09-302025-10-06history
DFIC DIMENSIONAL ETF TRUST116.1K shares6.77%2025-09-302025-10-06history
META META PLATFORMS INC4.9K shares3.68%2025-09-302025-10-06history
Sponsored
SPY SPDR S&P 500 ETF TR4.6K shares49.30%2025-09-302025-10-06history
EPS WISDOMTREE TR43.3K shares-0.21%2025-09-302025-10-06history
DFAU DIMENSIONAL ETF TRUST65.0K shares15.90%2025-09-302025-10-06history
BLK BLACKROCK INC2.5K shares3.62%2025-09-302025-10-06history
V VISA INC8.4K shares1.26%2025-09-302025-10-06history
AMZN AMAZON COM INC13.0K shares-4.43%2025-09-302025-10-06history
DIS DISNEY WALT CO23.2K shares474.68%2025-09-302025-10-06history
TRV TRAVELERS COMPANIES INC8.5K shares4.72%2025-09-302025-10-06history
Sponsored
NEM NEWMONT CORP26.2K sharesnew addition2025-09-302025-10-06history
VTI VANGUARD INDEX FDS6.4K shares-20.53%2025-09-302025-10-06history
GNOV FIRST TR EXCHNG TRADED FD VI54.2K shares0.00%2025-09-302025-10-06history
FEX FIRST TR EXCHANGE-TRADED ALP17.2K shares-9.28%2025-09-302025-10-06history
PM PHILIP MORRIS INTL INC12.2K shares-4.35%2025-09-302025-10-06history
DFAW DIMENSIONAL ETF TRUST26.3K shares1.73%2025-09-302025-10-06history
DUK DUKE ENERGY CORP NEW15.2K shares0.96%2025-09-302025-10-06history
HD HOME DEPOT INC4.4K shares-3.04%2025-09-302025-10-06history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC9.6K shares-1.74%2025-09-302025-10-06history
ABBV ABBVIE INC7.5K shares3.13%2025-09-302025-10-06history
ORI OLD REP INTL CORP39.3K shares7.12%2025-09-302025-10-06history
LLY ELI LILLY & CO2.1K shares-0.62%2025-09-302025-10-06history
TSM TAIWAN SEMICONDUCTOR MFG LTD5.7K shares4.07%2025-09-302025-10-06history
MPLX MPLX LP31.5K shares-3.82%2025-09-302025-10-06history
BA BOEING CO7.0K shares1.08%2025-09-302025-10-06history
SO SOUTHERN CO15.8K shares6.31%2025-09-302025-10-06history
Sponsored
ORCL ORACLE CORP5.3K shares4.14%2025-09-302025-10-06history
JNJ JOHNSON & JOHNSON8.0K shares28.41%2025-09-302025-10-06history
APP APPLOVIN CORP2.1K shares-20.93%2025-09-302025-10-06history
EME EMCOR GROUP INC2.2K shares1.59%2025-09-302025-10-06history
MELI MERCADOLIBRE INC619 shares-0.48%2025-09-302025-10-06history
TFC TRUIST FINL CORP31.5K shares-0.31%2025-09-302025-10-06history
QQQM INVESCO EXCH TRADED FD TR II5.7K shares228.53%2025-09-302025-10-06history
JCPB J P MORGAN EXCHANGE TRADED F28.5K shares3.82%2025-09-302025-10-06history
Sponsored
FNX FIRST TR EXCHANGE-TRADED ALP10.8K shares-7.91%2025-09-302025-10-06history
UCON FIRST TR EXCHNG TRADED FD VI52.7K shares16.57%2025-09-302025-10-06history
MCD MCDONALDS CORP4.2K shares31.83%2025-09-302025-10-06history
GD GENERAL DYNAMICS CORP3.7K shares25.24%2025-09-302025-10-06history
ARCC ARES CAPITAL CORP61.4K shares-1.34%2025-09-302025-10-06history
NEE NEXTERA ENERGY INC16.3K shares18.20%2025-09-302025-10-06history
PFE PFIZER INC47.1K shares-1.64%2025-09-302025-10-06history
GOOG ALPHABET INC4.9K shares-3.23%2025-09-302025-10-06history
Sponsored
DFGX DIMENSIONAL ETF TRUST21.9K shares119.59%2025-09-302025-10-06history
UBER UBER TECHNOLOGIES INC11.7K shares17.31%2025-09-302025-10-06history
IEF ISHARES TR11.9K shares-9.62%2025-09-302025-10-06history
RIO RIO TINTO PLC17.2K shares-1.45%2025-09-302025-10-06history
IWY ISHARES TR4.1K sharesnew addition2025-09-302025-10-06history
TTE TOTALENERGIES SE18.7K shares-0.53%2025-09-302025-10-06history
HSBC HSBC HLDGS PLC15.7K shares0.00%2025-09-302025-10-06history
SOUN SOUNDHOUND AI INC68.8K shares5.98%2025-09-302025-10-06history
Sponsored
NOW SERVICENOW INC1.2K shares-1.32%2025-09-302025-10-06history
HYG ISHARES TR13.6K shares92.88%2025-09-302025-10-06history
IJR ISHARES TR9.2K shares-0.81%2025-09-302025-10-06history
SE SEA LTD6.1K shares19.97%2025-09-302025-10-06history
CVX CHEVRON CORP NEW7.0K shares2.48%2025-09-302025-10-06history
DFEM DIMENSIONAL ETF TRUST33.8K shares5.13%2025-09-302025-10-06history
PG PROCTER AND GAMBLE CO6.9K shares48.69%2025-09-302025-10-06history
ONEQ FIDELITY COMWLTH TR11.9K shares305.01%2025-09-302025-10-06history
Sponsored
FNY FIRST TR EXCHANGE-TRADED ALP11.2K shares-0.53%2025-09-302025-10-06history
BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares3.70%2025-09-302025-10-06history
DFAR DIMENSIONAL ETF TRUST43.0K shares9.65%2025-09-302025-10-06history
JPIB J P MORGAN EXCHANGE TRADED F20.7K shares-19.16%2025-09-302025-10-06history
SPYM SPDR SERIES TRUST12.6K shares-1.45%2025-09-302025-10-06history
WMT WALMART INC9.3K shares-0.47%2025-09-302025-10-06history
UDEC INNOVATOR ETFS TRUST24.4K shares-3.73%2025-09-302025-10-06history
MPW MEDICAL PPTYS TRUST INC180.2K shares1.40%2025-09-302025-10-06history
Sponsored
ABT ABBOTT LABS6.3K shares46.01%2025-09-302025-10-06history
PYLD PIMCO ETF TR31.2K shares0.39%2025-09-302025-10-06history
DE DEERE & CO1.8K shares3.25%2025-09-302025-10-06history
FBND FIDELITY MERRIMACK STR TR17.7K shares1.79%2025-09-302025-10-06history
SDVY FIRST TR EXCHANGE-TRADED FD20.8K sharesnew addition2025-09-302025-10-06history
COR CENCORA INC2.5K shares1.74%2025-09-302025-10-06history
GBTC GRAYSCALE BITCOIN TRUST ETF8.6K shares-2.83%2025-09-302025-10-06history
LOW LOWES COS INC2.9K shares76.16%2025-09-302025-10-06history
Sponsored
FNCL FIDELITY COVINGTON TRUST9.5K shares0.00%2025-09-302025-10-06history
CB CHUBB LIMITED2.6K shares56.23%2025-09-302025-10-06history
DGRO ISHARES TR10.5K sharesnew addition2025-09-302025-10-06history
PSDM PGIM ETF TR13.7K shares-17.32%2025-09-302025-10-06history
PAYX PAYCHEX INC5.4K shares19.29%2025-09-302025-10-06history
VWOB VANGUARD WHITEHALL FDS9.9K shares-21.75%2025-09-302025-10-06history
RWL INVESCO EXCH TRADED FD TR II5.9K sharesnew addition2025-09-302025-10-06history
WAL WESTERN ALLIANCE BANCORP7.5K shares4.26%2025-09-302025-10-06history
Sponsored
JEPQ J P MORGAN EXCHANGE TRADED F11.2K sharesnew addition2025-09-302025-10-06history
PEP PEPSICO INC4.6K shares53.82%2025-09-302025-10-06history
FFEB FIRST TR EXCHNG TRADED FD VI11.6K shares-53.01%2025-09-302025-10-06history
ACGL ARCH CAP GROUP LTD7.0K shares-19.86%2025-09-302025-10-06history
BUFP PGIM ROCK ETF TR21.5K sharesnew addition2025-09-302025-10-06history
ED CONSOLIDATED EDISON INC6.2K shares123.98%2025-09-302025-10-06history
FQAL FIDELITY COVINGTON TRUST7.9K shares-0.87%2025-09-302025-10-06history
SPRY ARS PHARMACEUTICALS INC57.8K shares1.43%2025-09-302025-10-06history
Sponsored
BX BLACKSTONE INC3.3K shares0.09%2025-09-302025-10-06history
VTIP VANGUARD MALVERN FDS11.0K sharesnew addition2025-09-302025-10-06history
ZJUN INNOVATOR ETFS TRUST20.8K shares0.00%2025-09-302025-10-06history
IVV ISHARES TR818 shares-14.35%2025-09-302025-10-06history
DFAI DIMENSIONAL ETF TRUST14.9K shares-2.73%2025-09-302025-10-06history
LQD ISHARES TR4.8K shares58.85%2025-09-302025-10-06history
AIRR FIRST TR EXCHANGE TRADED FD5.6K sharesnew addition2025-09-302025-10-06history
AZO AUTOZONE INC125 shares2.46%2025-09-302025-10-06history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F9.9K shares-26.13%2025-09-302025-10-06history
VZ VERIZON COMMUNICATIONS INC12.0K shares0.80%2025-09-302025-10-06history
FOUR SHIFT4 PMTS INC6.6K shares-24.10%2025-09-302025-10-06history
FTNT FORTINET INC5.9K shares0.79%2025-09-302025-10-06history
SBUX STARBUCKS CORP5.8K shares-80.44%2025-09-302025-10-06history
WFC WELLS FARGO CO NEW5.8K shares19.68%2025-09-302025-10-06history
IWB ISHARES TR1.3K shares-2.70%2025-09-302025-10-06history
ZDEK INNOVATOR ETFS TRUST19.2K shares-17.50%2025-09-302025-10-06history
Sponsored
BDX BECTON DICKINSON & CO2.6K sharesnew addition2025-09-302025-10-06history
RTX RTX CORPORATION2.8K shares2.36%2025-09-302025-10-06history
COF CAPITAL ONE FINL CORP2.2K shares0.23%2025-09-302025-10-06history
VB VANGUARD INDEX FDS1.8K shares-21.15%2025-09-302025-10-06history
AFL AFLAC INC4.1K shares101.23%2025-09-302025-10-06history
PRF INVESCO EXCHANGE TRADED FD T10.1K shares0.40%2025-09-302025-10-06history
SNOW SNOWFLAKE INC2.0K shares27.71%2025-09-302025-10-06history
SMR NUSCALE PWR CORP12.5K sharesnew addition2025-09-302025-10-06history
Sponsored
IVW ISHARES TR3.7K shares0.00%2025-09-302025-10-06history
ATO ATMOS ENERGY CORP2.6K shares97.82%2025-09-302025-10-06history
TOST TOAST INC12.2K shares-4.14%2025-09-302025-10-06history
FJAN FIRST TR EXCHNG TRADED FD VI8.8K shares0.00%2025-09-302025-10-06history
CTAS CINTAS CORP2.1K shares76.84%2025-09-302025-10-06history
KO COCA COLA CO6.6K shares47.23%2025-09-302025-10-06history
KMB KIMBERLY-CLARK CORP3.5K shares-3.36%2025-09-302025-10-06history
XLI SELECT SECTOR SPDR TR2.8K sharesnew addition2025-09-302025-10-06history
Sponsored
QCOM QUALCOMM INC2.6K shares-16.68%2025-09-302025-10-06history
IYK ISHARES TR6.3K sharesnew addition2025-09-302025-10-06history
MINO PIMCO ETF TR9.4K shares2.83%2025-09-302025-10-06history
ICE INTERCONTINENTAL EXCHANGE IN2.5K shares14.97%2025-09-302025-10-06history
DUOL DUOLINGO INC1.3K shares12.65%2025-09-302025-10-06history
SPGI S&P GLOBAL INC868 shares86.27%2025-09-302025-10-06history
HCA HCA HEALTHCARE INC991 shares-0.80%2025-09-302025-10-06history
SYK STRYKER CORPORATION1.1K shares2.79%2025-09-302025-10-06history
Sponsored
VEA VANGUARD TAX-MANAGED FDS7.0K shares0.27%2025-09-302025-10-06history
COST COSTCO WHSL CORP NEW449 shares-3.65%2025-09-302025-10-06history
IBM INTERNATIONAL BUSINESS MACHS1.5K shares-10.20%2025-09-302025-10-06history
PAPR INNOVATOR ETFS TRUST10.7K shares-46.23%2025-09-302025-10-06history
CINF CINCINNATI FINL CORP2.6K sharesnew addition2025-09-302025-10-06history
EAPR INNOVATOR ETFS TRUST13.9K shares-24.75%2025-09-302025-10-06history
EPD ENTERPRISE PRODS PARTNERS L12.9K shares-8.47%2025-09-302025-10-06history
FNDF SCHWAB STRATEGIC TR9.4K shares-31.53%2025-09-302025-10-06history
Sponsored
COWG PACER FDS TR11.0K sharesnew addition2025-09-302025-10-06history
PJIO PGIM ETF TR6.2K shares-29.49%2025-09-302025-10-06history
CAT CATERPILLAR INC823 shares17.40%2025-09-302025-10-06history
IJJ ISHARES TR3.0K shares-21.20%2025-09-302025-10-06history
MRK MERCK & CO INC4.6K shares-3.54%2025-09-302025-10-06history
CI THE CIGNA GROUP1.3K shares-9.46%2025-09-302025-10-06history
UNH UNITEDHEALTH GROUP INC1.1K shares-12.02%2025-09-302025-10-06history
IWD ISHARES TR1.9K shares0.00%2025-09-302025-10-06history
Sponsored
PFXF VANECK ETF TRUST20.7K shares-24.04%2025-09-302025-10-06history
FLMI FRANKLIN TEMPLETON ETF TR14.8K shares-3.50%2025-09-302025-10-06history
CMI CUMMINS INC863 shares0.00%2025-09-302025-10-06history
PH PARKER-HANNIFIN CORP471 shares16.01%2025-09-302025-10-06history
SJM SMUCKER J M CO3.3K sharesnew addition2025-09-302025-10-06history
BRO BROWN & BROWN INC3.8K sharesnew addition2025-09-302025-10-06history
NKE NIKE INC5.0K shares-15.94%2025-09-302025-10-06history
FDMO FIDELITY COVINGTON TRUST4.2K shares0.00%2025-09-302025-10-06history
Sponsored
DFAX DIMENSIONAL ETF TRUST11.0K shares0.59%2025-09-302025-10-06history
PMAY INNOVATOR ETFS TRUST8.8K shares-51.14%2025-09-302025-10-06history
UAUG INNOVATOR ETFS TRUST8.6K sharesnew addition2025-09-302025-10-06history
QQQ INVESCO QQQ TR562 shares0.00%2025-09-302025-10-06history
RSP INVESCO EXCHANGE TRADED FD T1.8K shares-38.37%2025-09-302025-10-06history
CLX CLOROX CO DEL2.7K sharesnew addition2025-09-302025-10-06history
LMT LOCKHEED MARTIN CORP672 shares-0.59%2025-09-302025-10-06history
PYPL PAYPAL HLDGS INC5.0K shares31.52%2025-09-302025-10-06history
Sponsored
SCHX SCHWAB STRATEGIC TR12.7K shares-32.06%2025-09-302025-10-06history
SGVT SCHWAB STRATEGIC TR3.3K sharesnew addition2025-09-302025-10-06history
VNQ VANGUARD INDEX FDS3.6K shares9.98%2025-09-302025-10-06history
DUHP DIMENSIONAL ETF TRUST8.4K shares0.27%2025-09-302025-10-06history
IBIT ISHARES BITCOIN TRUST ETF4.9K shares-50.29%2025-09-302025-10-06history
PBFR PGIM ROCK ETF TR11.1K sharesnew addition2025-09-302025-10-06history
PNC PNC FINL SVCS GROUP INC1.6K shares-3.13%2025-09-302025-10-06history
AJG GALLAGHER ARTHUR J & CO1.0K shares-0.20%2025-09-302025-10-06history
Sponsored
SPHQ INVESCO EXCHANGE TRADED FD T4.3K shares-43.27%2025-09-302025-10-06history
DHR DANAHER CORPORATION1.6K shares-0.19%2025-09-302025-10-06history
AMCR AMCOR PLC38.0K shares135.40%2025-09-302025-10-06history
JSMD JANUS DETROIT STR TR3.7K shares-46.36%2025-09-302025-10-06history
AXON AXON ENTERPRISE INC421 shares-1.64%2025-09-302025-10-06history
PAUG INNOVATOR ETFS TRUST7.0K sharesnew addition2025-09-302025-10-06history
AVUS AMERICAN CENTY ETF TR2.7K shares0.26%2025-09-302025-10-06history
DFAE DIMENSIONAL ETF TRUST9.4K shares-1.00%2025-09-302025-10-06history
Sponsored
MA MASTERCARD INCORPORATED518 shares-0.58%2025-09-302025-10-06history
WEC WEC ENERGY GROUP INC2.6K sharesnew addition2025-09-302025-10-06history
SPAB SPDR SERIES TRUST11.3K shares-3.36%2025-09-302025-10-06history
SCHG SCHWAB STRATEGIC TR9.1K shares-0.99%2025-09-302025-10-06history
PSA PUBLIC STORAGE OPER CO997 sharesnew addition2025-09-302025-10-06history
XYZ BLOCK INC3.9K shares-14.21%2025-09-302025-10-06history
XMTR XOMETRY INC5.2K sharesnew addition2025-09-302025-10-06history
FIDU FIDELITY COVINGTON TRUST3.4K shares0.00%2025-09-302025-10-06history
Sponsored
UNP UNION PAC CORP1.2K shares-1.01%2025-09-302025-10-06history
GDEC FIRST TR EXCHNG TRADED FD VI7.4K shares0.00%2025-09-302025-10-06history
MPC MARATHON PETE CORP1.4K shares-16.50%2025-09-302025-10-06history
KLAC KLA CORP250 shares-3.10%2025-09-302025-10-06history
TLT ISHARES TR3.0K sharesnew addition2025-09-302025-10-06history
WM WASTE MGMT INC DEL1.2K sharesnew addition2025-09-302025-10-06history
GIS GENERAL MLS INC5.2K sharesnew addition2025-09-302025-10-06history
MDT MEDTRONIC PLC2.7K sharesnew addition2025-09-302025-10-06history
Sponsored
UPS UNITED PARCEL SERVICE INC3.1K sharesnew addition2025-09-302025-10-06history
PWR QUANTA SVCS INC617 shares-16.40%2025-09-302025-10-06history
ROK ROCKWELL AUTOMATION INC719 sharesnew addition2025-09-302025-10-06history
PFEB INNOVATOR ETFS TRUST6.3K shares-9.01%2025-09-302025-10-06history
ALL ALLSTATE CORP1.2K sharesnew addition2025-09-302025-10-06history
ACN ACCENTURE PLC IRELAND997 shares6.97%2025-09-302025-10-06history
HBAN HUNTINGTON BANCSHARES INC14.2K shares0.80%2025-09-302025-10-06history
PGIM ROCK ETF TR PGIM ROCK ETF TR8.7K sharesnew addition2025-09-302025-10-06history
Sponsored
GS GOLDMAN SACHS GROUP INC304 shares-0.65%2025-09-302025-10-06history
BUFY FIRST TR EXCHNG TRADED FD VI11.1K sharesnew addition2025-09-302025-10-06history
MS MORGAN STANLEY1.5K shares4.69%2025-09-302025-10-06history
BUFS FIRST TR EXCHNG TRADED FD VI10.7K sharesnew addition2025-09-302025-10-06history
APH AMPHENOL CORP NEW1.9K sharesnew addition2025-09-302025-10-06history
FANG DIAMONDBACK ENERGY INC1.7K shares1.65%2025-09-302025-10-06history
FJUN FIRST TR EXCHNG TRADED FD VI4.2K shares0.00%2025-09-302025-10-06history
GPC GENUINE PARTS CO1.7K sharesnew addition2025-09-302025-10-06history
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FTEC FIDELITY COVINGTON TRUST1.0K shares0.00%2025-09-302025-10-06history
SPDW SPDR INDEX SHS FDS5.4K shares-0.55%2025-09-302025-10-06history
OKLO OKLO INC2.1K sharesnew addition2025-09-302025-10-06history
IXUS ISHARES TR2.8K shares-1.83%2025-09-302025-10-06history
AMD ADVANCED MICRO DEVICES INC1.4K shares-19.95%2025-09-302025-10-06history
IGLB ISHARES TR4.4K sharesnew addition2025-09-302025-10-06history
AEP AMERICAN ELEC PWR CO INC2.0K sharesnew addition2025-09-302025-10-06history
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SCHD SCHWAB STRATEGIC TR8.0K shares-39.76%2025-09-302025-10-06history
KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares-11.32%2025-09-302025-10-06history
MDLZ MONDELEZ INTL INC3.4K sharesnew addition2025-09-302025-10-06history
MTB M & T BK CORP1.1K shares-7.47%2025-09-302025-10-06history
XLK SELECT SECTOR SPDR TR751 sharesnew addition2025-09-302025-10-06history
AMP AMERIPRISE FINL INC427 shares0.00%2025-09-302025-10-06history
JNK SPDR SERIES TRUST2.1K shares-2.33%2025-09-302025-10-06history
IWF ISHARES TR447 sharesnew addition2025-09-302025-10-06history
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CNP CENTERPOINT ENERGY INC5.4K shares-21.65%2025-09-302025-10-06history
NU NU HLDGS LTD13.0K shares-2.04%2025-09-302025-10-06history
IDA IDACORP INC1.6K sharesnew addition2025-09-302025-10-06history
LIN LINDE PLC437 shares1.39%2025-09-302025-10-06history
DFUV DIMENSIONAL ETF TRUST4.6K sharesnew addition2025-09-302025-10-06history
CLS CELESTICA INC832 sharesnew addition2025-09-302025-10-06history
FHLC FIDELITY COVINGTON TRUST3.0K sharesnew addition2025-09-302025-10-06history
F FORD MTR CO11.4K shares13.62%2025-09-302025-10-06history
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AUR AURORA INNOVATION INC14.1K shares2.49%2025-09-302025-10-06history
OPAL OPAL FUELS INC15.0K sharesnew addition2025-09-302025-10-06history
LCTX LINEAGE CELL THERAPEUTICS IN16.5K shares0.00%2025-09-302025-10-06history
STTK SHATTUCK LABS INC10.0K sharesnew addition2025-09-302025-10-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available