The Analysis of Atria Investments, Inc's Holdings
Currently, Atria Investments, Inc holds 2003 types of securities in its portfolio with a total value $8.8B. In the most recent quarter, they have increased their positions in OEF (+68.1K shares, valued at $22.7M), SHYG (+383.3K shares, valued at $16.6M), BAI (+462.5K shares, valued at $15.8M); decreased their positions in EFG (-152.4K shares, valued at $17.4M), IYW (-79.8K shares, valued at $15.6M), JPST (-288.9K shares, valued at $14.7M); initiated new positions in FAUG (+133.7K shares, valued at $6.9M), FJUL (+123.4K shares, valued at $6.8M), GSEP (+150.8K shares, valued at $5.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP426.7K shares0.46%2025-09-302025-11-06
NVDA NVIDIA CORPORATION1.0M shares6.28%2025-09-302025-11-06 IVV ISHARES TR220.6K shares-0.77%2025-09-302025-11-06 AMZN AMAZON COM INC517.1K shares-3.05%2025-09-302025-11-06 AAPL APPLE INC412.0K shares2.70%2025-09-302025-11-06 VOO VANGUARD INDEX FDS171.2K shares4.66%2025-09-302025-11-06 META META PLATFORMS INC134.7K shares1.44%2025-09-302025-11-06 AVGO BROADCOM INC275.9K shares5.26%2025-09-302025-11-06 QQQ INVESCO QQQ TR147.4K shares-1.35%2025-09-302025-11-06 IEMG ISHARES INC1.2M shares9.53%2025-09-302025-11-06 VUG VANGUARD INDEX FDS163.6K shares-3.20%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR117.0K shares-0.65%2025-09-302025-11-06 GOOGL ALPHABET INC312.6K shares1.59%2025-09-302025-11-06 VTV VANGUARD INDEX FDS399.5K shares-2.98%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS1.2M shares-0.98%2025-09-302025-11-06 GLD SPDR GOLD TR206.8K shares4.68%2025-09-302025-11-06 ORCL ORACLE CORP253.3K shares0.69%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.222.2K shares-6.77%2025-09-302025-11-06 DYNF BLACKROCK ETF TRUST1.1M shares27.27%2025-09-302025-11-06 V VISA INC175.6K shares-8.22%2025-09-302025-11-06 QUAL ISHARES TR287.7K shares-11.49%2025-09-302025-11-06 IVW ISHARES TR457.4K shares4.55%2025-09-302025-11-06 GOOG ALPHABET INC221.3K shares-1.36%2025-09-302025-11-06 DIA SPDR DOW JONES INDL AVERAGE114.6K shares-1.67%2025-09-302025-11-06 IEFA ISHARES TR601.3K shares-3.65%2025-09-302025-11-06 NFLX NETFLIX INC43.0K shares-10.52%2025-09-302025-11-06 EFV ISHARES TR756.3K shares-11.00%2025-09-302025-11-06 TSLA TESLA INC115.2K shares0.11%2025-09-302025-11-06 IUSB ISHARES TR1.0M shares-12.72%2025-09-302025-11-06 OEF ISHARES TR143.5K shares90.20%2025-09-302025-11-06 KORP AMERICAN CENTY ETF TR985.5K shares2.81%2025-09-302025-11-06 IVE ISHARES TR218.3K shares12.91%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON242.1K shares1.45%2025-09-302025-11-06 MA MASTERCARD INCORPORATED76.1K shares-2.57%2025-09-302025-11-06 OAIM UNIFIED SER TR1.0M shares-11.46%2025-09-302025-11-06 EFA ISHARES TR424.3K shares7.69%2025-09-302025-11-06 ABBV ABBVIE INC167.5K shares-6.09%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR MFG LTD138.2K shares-2.75%2025-09-302025-11-06 VTI VANGUARD INDEX FDS110.9K shares-3.78%2025-09-302025-11-06 CVX CHEVRON CORP NEW226.5K shares1.89%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F625.3K shares1.50%2025-09-302025-11-06 OACP UNIFIED SER TR1.4M shares-30.08%2025-09-302025-11-06 WMT WALMART INC305.9K shares-6.47%2025-09-302025-11-06 LLY ELI LILLY & CO40.4K shares-13.25%2025-09-302025-11-06 XOM EXXON MOBIL CORP272.6K shares-0.39%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC181.5K shares3.65%2025-09-302025-11-06 AGG ISHARES TR284.9K shares55.27%2025-09-302025-11-06 BSV VANGUARD BD INDEX FDS349.9K shares0.02%2025-09-302025-11-06 SHOP SHOPIFY INC181.4K shares-4.91%2025-09-302025-11-06 OALC UNIFIED SER TR763.0K shares-17.58%2025-09-302025-11-06 DGRW WISDOMTREE TR297.7K shares-11.00%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR93.9K shares-9.85%2025-09-302025-11-06 HD HOME DEPOT INC64.8K shares-1.72%2025-09-302025-11-06 MTUM ISHARES TR98.3K shares6.01%2025-09-302025-11-06 THRO BLACKROCK ETF TRUST659.8K shares21.21%2025-09-302025-11-06 BAI BLACKROCK ETF TRUST730.7K shares172.47%2025-09-302025-11-06 IUSG ISHARES TR146.7K shares0.85%2025-09-302025-11-06 LQD ISHARES TR213.6K shares2.86%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR238.6K shares-2.94%2025-09-302025-11-06 WFC WELLS FARGO CO NEW280.2K shares6.04%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL46.1K shares-14.85%2025-09-302025-11-06 ABT ABBOTT LABS172.0K shares-6.68%2025-09-302025-11-06 VBR VANGUARD INDEX FDS106.1K shares2.91%2025-09-302025-11-06 FIXD FIRST TR EXCHNG TRADED FD VI495.3K shares-7.63%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO142.5K shares-7.50%2025-09-302025-11-06 TLH ISHARES TR209.7K shares9.90%2025-09-302025-11-06 DIS DISNEY WALT CO188.3K shares2.50%2025-09-302025-11-06 NOW SERVICENOW INC23.3K shares0.77%2025-09-302025-11-06 ETN EATON CORP PLC57.1K shares6.89%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR651.8K shares3.82%2025-09-302025-11-06 BAC BANK AMERICA CORP400.9K shares-7.74%2025-09-302025-11-06 BNDX VANGUARD CHARLOTTE FDS418.1K shares1.91%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS73.3K shares-9.03%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC59.5K shares7.41%2025-09-302025-11-06 CSCO CISCO SYS INC284.3K shares-8.19%2025-09-302025-11-06 TJX TJX COS INC NEW134.4K shares-1.35%2025-09-302025-11-06 JAAA JANUS DETROIT STR TR382.5K shares1.68%2025-09-302025-11-06 VBK VANGUARD INDEX FDS64.5K shares2.72%2025-09-302025-11-06 FTSM FIRST TR EXCHANGE-TRADED FD319.7K shares1.16%2025-09-302025-11-06 IWF ISHARES TR40.7K shares41.51%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN64.9K shares-2.51%2025-09-302025-11-06 SHYG ISHARES TR439.5K shares681.58%2025-09-302025-11-06 KO COCA COLA CO285.4K shares-3.86%2025-09-302025-11-06 ITA ISHARES TR90.4K shares154.82%2025-09-302025-11-06 C CITIGROUP INC184.3K shares-24.31%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS250.8K shares3.71%2025-09-302025-11-06 QCOM QUALCOMM INC111.5K shares-7.38%2025-09-302025-11-06 INTU INTUIT27.0K shares11.11%2025-09-302025-11-06 MCD MCDONALDS CORP60.6K shares-4.11%2025-09-302025-11-06 GBIL GOLDMAN SACHS ETF TR181.3K shares-11.87%2025-09-302025-11-06 IUSV ISHARES TR179.9K shares1.12%2025-09-302025-11-06 VB VANGUARD INDEX FDS70.0K shares1.22%2025-09-302025-11-06 BLK BLACKROCK INC15.0K shares-1.97%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC21.9K shares-1.11%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS407.1K shares-13.47%2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP181.6K shares0.54%2025-09-302025-11-06 BA BOEING CO79.4K shares3.32%2025-09-302025-11-06 DDWM WISDOMTREE TR403.6K shares186.62%2025-09-302025-11-06 FSMD FIDELITY COVINGTON TRUST382.0K shares1.68%2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC169.7K shares18.69%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO49.8K shares1.76%2025-09-302025-11-06 SPSB SPDR SERIES TRUST544.8K shares29.35%2025-09-302025-11-06 PH PARKER-HANNIFIN CORP21.7K shares-4.74%2025-09-302025-11-06 IAU ISHARES GOLD TR224.9K shares27.06%2025-09-302025-11-06 ISCG ISHARES TR297.7K shares0.77%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC33.2K shares-31.56%2025-09-302025-11-06 MMC MARSH & MCLENNAN COS INC80.0K shares2.47%2025-09-302025-11-06 VIOV VANGUARD ADMIRAL FDS INC169.2K shares-0.32%2025-09-302025-11-06 MBB ISHARES TR165.6K shares-0.34%2025-09-302025-11-06 TT TRANE TECHNOLOGIES PLC36.5K shares-5.41%2025-09-302025-11-06 SPMO INVESCO EXCH TRADED FD TR II126.0K shares-3.23%2025-09-302025-11-06 COR CENCORA INC48.8K shares-7.04%2025-09-302025-11-06 CRM SALESFORCE INC64.2K shares-22.12%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW16.4K shares-15.33%2025-09-302025-11-06 MRK MERCK & CO INC179.6K shares-5.14%2025-09-302025-11-06 SBUX STARBUCKS CORP177.4K shares-3.89%2025-09-302025-11-06 DGRO ISHARES TR220.5K shares-25.94%2025-09-302025-11-06 ADI ANALOG DEVICES INC60.7K shares12.85%2025-09-302025-11-06 VGT VANGUARD WORLD FD19.9K shares-3.89%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC338.4K shares-7.70%2025-09-302025-11-06 APH AMPHENOL CORP NEW118.9K shares27.68%2025-09-302025-11-06 SPYM SPDR SERIES TRUST183.5K shares-20.10%2025-09-302025-11-06 LIN LINDE PLC30.2K shares4.40%2025-09-302025-11-06 XLF SELECT SECTOR SPDR TR262.0K shares-6.79%2025-09-302025-11-06 QQQM INVESCO EXCH TRADED FD TR II57.0K shares6.09%2025-09-302025-11-06 LEN LENNAR CORP110.8K shares-3.78%2025-09-302025-11-06 LMBS FIRST TR EXCHANGE-TRADED FD279.4K shares5.09%2025-09-302025-11-06 PEP PEPSICO INC97.2K shares-9.27%2025-09-302025-11-06 T AT&T INC476.8K shares-9.99%2025-09-302025-11-06 PNC PNC FINL SVCS GROUP INC66.9K shares-0.81%2025-09-302025-11-06 VCIT VANGUARD SCOTTSDALE FDS159.0K shares9.38%2025-09-302025-11-06 PLD PROLOGIS INC.115.9K shares11.51%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC29.5K shares-12.69%2025-09-302025-11-06 ADSK AUTODESK INC41.3K shares-0.63%2025-09-302025-11-06 ACN ACCENTURE PLC IRELAND53.0K shares-33.60%2025-09-302025-11-06 TLT ISHARES TR145.9K shares-4.45%2025-09-302025-11-06 RDVY FIRST TR EXCHANGE TRADED FD193.4K shares7.11%2025-09-302025-11-06 ZTS ZOETIS INC88.7K shares-12.04%2025-09-302025-11-06 VGIT VANGUARD SCOTTSDALE FDS214.3K shares-28.35%2025-09-302025-11-06 BIV VANGUARD BD INDEX FDS162.9K shares-1.78%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC69.1K shares34.80%2025-09-302025-11-06 AVLV AMERICAN CENTY ETF TR173.9K shares2.88%2025-09-302025-11-06 RTX RTX CORPORATION74.8K shares-6.60%2025-09-302025-11-06 GD GENERAL DYNAMICS CORP36.1K shares-5.02%2025-09-302025-11-06 GM GENERAL MTRS CO201.8K shares-3.18%2025-09-302025-11-06 NEE NEXTERA ENERGY INC161.5K shares3.69%2025-09-302025-11-06 AGGY WISDOMTREE TR275.1K shares9.84%2025-09-302025-11-06 THO THOR INDS INC117.3K shares-3.66%2025-09-302025-11-06 OASC UNIFIED SER TR422.5K shares23.42%2025-09-302025-11-06 MNST MONSTER BEVERAGE CORP NEW177.1K shares-5.87%2025-09-302025-11-06 BIL SPDR SERIES TRUST129.7K shares-24.36%2025-09-302025-11-06 CB CHUBB LIMITED42.0K shares-3.27%2025-09-302025-11-06 MS MORGAN STANLEY74.4K shares-13.30%2025-09-302025-11-06 CGMS CAPITAL GRP FIXED INCM ETF T425.4K shares1.75%2025-09-302025-11-06 AMAT APPLIED MATLS INC57.4K shares-5.57%2025-09-302025-11-06 FDX FEDEX CORP49.7K shares3.15%2025-09-302025-11-06 BINC BLACKROCK ETF TRUST II220.2K shares-9.08%2025-09-302025-11-06 AMGN AMGEN INC41.4K shares-10.04%2025-09-302025-11-06 MDT MEDTRONIC PLC122.4K shares3.01%2025-09-302025-11-06 BKNG BOOKING HOLDINGS INC2.1K shares-6.37%2025-09-302025-11-06 COP CONOCOPHILLIPS122.4K shares-1.31%2025-09-302025-11-06 TFLO ISHARES TR227.9K shares5.08%2025-09-302025-11-06 ICSH ISHARES TR226.6K shares5.02%2025-09-302025-11-06 UNP UNION PAC CORP48.1K shares-7.64%2025-09-302025-11-06 VV VANGUARD INDEX FDS36.7K shares-52.81%2025-09-302025-11-06 LOW LOWES COS INC44.8K shares-2.95%2025-09-302025-11-06 DG DOLLAR GEN CORP NEW108.5K shares-2.86%2025-09-302025-11-06 VXUS VANGUARD STAR FDS151.2K shares-7.39%2025-09-302025-11-06 QGRW WISDOMTREE TR193.0K shares0.60%2025-09-302025-11-06 XLC SELECT SECTOR SPDR TR93.2K shares-7.19%2025-09-302025-11-06 BK BANK NEW YORK MELLON CORP99.9K shares7.90%2025-09-302025-11-06 HDV ISHARES TR88.8K shares-1.77%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC53.1K shares0.45%2025-09-302025-11-06 SPYG SPDR SERIES TRUST103.3K shares-3.93%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR394.8K shares5.49%2025-09-302025-11-06 TAFI AB ACTIVE ETFS INC424.8K shares0.56%2025-09-302025-11-06 CMCSA COMCAST CORP NEW341.0K shares-10.61%2025-09-302025-11-06 VMBS VANGUARD SCOTTSDALE FDS227.8K shares-9.56%2025-09-302025-11-06 ADBE ADOBE INC30.3K shares-36.39%2025-09-302025-11-06 HON HONEYWELL INTL INC50.3K shares-10.18%2025-09-302025-11-06 NOC NORTHROP GRUMMAN CORP17.4K shares-3.29%2025-09-302025-11-06 ASML ASML HOLDING N V10.7K shares-12.02%2025-09-302025-11-06 COF CAPITAL ONE FINL CORP48.7K shares3.32%2025-09-302025-11-06 VOD VODAFONE GROUP PLC NEW891.1K shares-2.99%2025-09-302025-11-06 VRTX VERTEX PHARMACEUTICALS INC25.9K shares10.29%2025-09-302025-11-06 IXUS ISHARES TR122.6K shares-8.22%2025-09-302025-11-06 GE GE AEROSPACE33.5K shares35.06%2025-09-302025-11-06 ROL ROLLINS INC171.3K shares-7.22%2025-09-302025-11-06 SPGI S&P GLOBAL INC20.7K shares-1.11%2025-09-302025-11-06 BSJQ INVESCO EXCH TRD SLF IDX FD426.9K shares14.50%2025-09-302025-11-06 MGA MAGNA INTL INC209.5K shares-3.59%2025-09-302025-11-06 PFE PFIZER INC389.1K shares3.62%2025-09-302025-11-06 GJUN FIRST TR EXCHNG TRADED FD VI254.3K shares-21.22%2025-09-302025-11-06 BX BLACKSTONE INC56.9K shares-28.82%2025-09-302025-11-06 SJNK SPDR SERIES TRUST379.4K shares-46.66%2025-09-302025-11-06 BLV VANGUARD BD INDEX FDS137.0K shares14.13%2025-09-302025-11-06 FBND FIDELITY MERRIMACK STR TR209.7K shares11.78%2025-09-302025-11-06 TXN TEXAS INSTRS INC52.7K shares-12.98%2025-09-302025-11-06 IAGG ISHARES TR188.0K shares26.83%2025-09-302025-11-06 SECT NORTHERN LTS FD TR IV152.0K shares-8.31%2025-09-302025-11-06 VYMI VANGUARD WHITEHALL FDS112.7K shares-11.63%2025-09-302025-11-06 XLY SELECT SECTOR SPDR TR39.7K shares-0.16%2025-09-302025-11-06 GOVT ISHARES TR411.5K shares50.74%2025-09-302025-11-06 XLG INVESCO EXCHANGE TRADED FD T164.8K shares-14.95%2025-09-302025-11-06 FCPI FIDELITY COVINGTON TRUST189.0K shares8.79%2025-09-302025-11-06 SHW SHERWIN WILLIAMS CO27.2K shares3.87%2025-09-302025-11-06 USB US BANCORP DEL193.4K shares-24.68%2025-09-302025-11-06 NVO NOVO-NORDISK A S168.3K shares-8.47%2025-09-302025-11-06 TSPA T ROWE PRICE ETF INC222.6K shares17.00%2025-09-302025-11-06 MCK MCKESSON CORP12.1K shares-11.42%2025-09-302025-11-06 WMB WILLIAMS COS INC146.9K shares0.26%2025-09-302025-11-06 EMB ISHARES TR97.4K shares-11.67%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR66.5K shares-33.90%2025-09-302025-11-06 IEF ISHARES TR95.9K shares4.46%2025-09-302025-11-06 PVAL PUTNAM ETF TRUST215.9K shares-9.60%2025-09-302025-11-06 AEP AMERICAN ELEC PWR CO INC81.8K shares1.77%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR102.3K shares-1.22%2025-09-302025-11-06 WELL WELLTOWER INC50.8K shares3.81%2025-09-302025-11-06 CAT CATERPILLAR INC18.9K shares-22.20%2025-09-302025-11-06 SDVY FIRST TR EXCHANGE-TRADED FD237.4K shares-22.69%2025-09-302025-11-06 SYK STRYKER CORPORATION24.4K shares-5.75%2025-09-302025-11-06 IWM ISHARES TR37.1K shares319.57%2025-09-302025-11-06 PGR PROGRESSIVE CORP36.2K shares-0.91%2025-09-302025-11-06 IJH ISHARES TR136.9K shares-8.54%2025-09-302025-11-06 SCHX SCHWAB STRATEGIC TR338.1K shares-15.37%2025-09-302025-11-06 APD AIR PRODS & CHEMS INC32.6K shares-19.07%2025-09-302025-11-06 XLU SELECT SECTOR SPDR TR101.1K shares5.82%2025-09-302025-11-06 FAST FASTENAL CO179.7K shares33.92%2025-09-302025-11-06 IYW ISHARES TR44.6K shares-64.13%2025-09-302025-11-06 MUB ISHARES TR81.3K shares-6.70%2025-09-302025-11-06 SNPS SYNOPSYS INC17.4K shares52.88%2025-09-302025-11-06 LONZ PIMCO ETF TR166.5K shares4.77%2025-09-302025-11-06 ILDR FIRST TR EXCHNG TRADED FD VI261.6K shares-8.24%2025-09-302025-11-06 ELCV STRATEGY SHS315.6K shares-5.57%2025-09-302025-11-06 RECS COLUMBIA ETF TR I209.0K shares9.89%2025-09-302025-11-06 SO SOUTHERN CO88.6K shares-11.04%2025-09-302025-11-06 ECL ECOLAB INC30.6K shares1.89%2025-09-302025-11-06 GILD GILEAD SCIENCES INC75.1K shares-5.02%2025-09-302025-11-06 CME CME GROUP INC30.8K shares10.19%2025-09-302025-11-06 KLAC KLA CORP7.7K shares4.69%2025-09-302025-11-06 FPE FIRST TR EXCH TRADED FD III453.5K shares0.04%2025-09-302025-11-06 AZN ASTRAZENECA PLC106.9K shares0.62%2025-09-302025-11-06 SAP SAP SE30.3K shares3.20%2025-09-302025-11-06 WEC WEC ENERGY GROUP INC70.3K shares1.44%2025-09-302025-11-06 VEU VANGUARD INTL EQUITY INDEX F111.8K shares13.71%2025-09-302025-11-06 BUFR FIRST TR EXCHNG TRADED FD VI238.4K shares1.96%2025-09-302025-11-06 AZO AUTOZONE INC1.8K shares-15.49%2025-09-302025-11-06 LRCX LAM RESEARCH CORP59.2K 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shares-9.77%2025-09-302025-11-06 SPG SIMON PPTY GROUP INC NEW22.8K shares-7.08%2025-09-302025-11-06 FI FISERV INC33.1K shares-31.09%2025-09-302025-11-06 GLDM WORLD GOLD TR55.9K shares-25.75%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC25.5K shares26.03%2025-09-302025-11-06 NDAQ NASDAQ INC47.9K shares-5.09%2025-09-302025-11-06 COWZ PACER FDS TR73.0K shares-47.48%2025-09-302025-11-06 CFIT CAMBRIA ETF TR166.9K shares26.24%2025-09-302025-11-06 BLES NORTHERN LTS FD TR IV98.5K shares1.95%2025-09-302025-11-06 IBDQ ISHARES TR165.4K shares-16.77%2025-09-302025-11-06 EOG EOG RES INC37.1K shares2.55%2025-09-302025-11-06 YUM YUM BRANDS INC27.4K shares0.03%2025-09-302025-11-06 VLO VALERO ENERGY CORP24.3K shares-16.43%2025-09-302025-11-06 EXPD EXPEDITORS INTL WASH INC33.6K shares0.30%2025-09-302025-11-06 NRG NRG ENERGY INC25.4K shares8.85%2025-09-302025-11-06 SHV ISHARES TR37.2K shares-25.59%2025-09-302025-11-06 FTEC FIDELITY COVINGTON TRUST18.3K shares-4.30%2025-09-302025-11-06 BSY BENTLEY SYS INC78.8K shares-2.78%2025-09-302025-11-06 GEHC GE HEALTHCARE TECHNOLOGIES I53.9K shares10.22%2025-09-302025-11-06 JBND J P MORGAN EXCHANGE TRADED F74.5K shares17.37%2025-09-302025-11-06 TDIV FIRST TR EXCHANGE TRADED FD40.9K shares-4.99%2025-09-302025-11-06 HLI HOULIHAN LOKEY INC19.6K shares-1.17%2025-09-302025-11-06 MUFG MITSUBISHI UFJ FINL GROUP IN249.6K shares-7.51%2025-09-302025-11-06 CPRT COPART INC88.2K shares23.32%2025-09-302025-11-06 CIEN CIENA CORP27.0K shares-44.42%2025-09-302025-11-06 CTVA CORTEVA INC57.9K shares-3.64%2025-09-302025-11-06 JKHY HENRY JACK & ASSOC INC26.3K shares-26.31%2025-09-302025-11-06 HBAN HUNTINGTON BANCSHARES INC225.6K shares-9.28%2025-09-302025-11-06 APO APOLLO GLOBAL MGMT INC29.2K shares-4.37%2025-09-302025-11-06 ROE EA SERIES TRUST112.0K shares-12.42%2025-09-302025-11-06 IBIT ISHARES BITCOIN TRUST ETF59.5K shares12.81%2025-09-302025-11-06 MRVL MARVELL TECHNOLOGY INC45.8K shares15.63%2025-09-302025-11-06 FIS FIDELITY NATL INFORMATION SV58.3K shares-17.05%2025-09-302025-11-06 VPL VANGUARD INTL EQUITY INDEX F43.7K shares-5.81%2025-09-302025-11-06 D DOMINION ENERGY INC62.5K shares-11.32%2025-09-302025-11-06 DOL WISDOMTREE TR61.3K shares2.15%2025-09-302025-11-06 OMF ONEMAIN HLDGS INC67.4K shares10.57%2025-09-302025-11-06 PRU PRUDENTIAL FINL INC36.7K shares8.62%2025-09-302025-11-06 SPTL SPDR SERIES TRUST140.7K shares-9.49%2025-09-302025-11-06 ZWS ZURN ELKAY WATER SOLNS CORP80.5K shares-4.17%2025-09-302025-11-06 FLCB FRANKLIN TEMPLETON ETF TR174.2K shares79.42%2025-09-302025-11-06 NXPI NXP SEMICONDUCTORS N V16.6K shares5.37%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-09-302025-11-06 FDS FACTSET RESH SYS INC13.1K shares-16.57%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS75.2K shares-11.05%2025-09-302025-11-06 OUNZ VANECK MERK GOLD ETF101.1K shares5.91%2025-09-302025-11-06 EEMA ISHARES INC40.9K shares3.79%2025-09-302025-11-06 HWM HOWMET AEROSPACE INC19.1K shares-14.06%2025-09-302025-11-06 GWW GRAINGER W W INC3.9K shares-21.10%2025-09-302025-11-06 ATO ATMOS ENERGY CORP21.8K shares-11.20%2025-09-302025-11-06 PAYC PAYCOM SOFTWARE INC17.9K shares-2.42%2025-09-302025-11-06 UL UNILEVER PLC62.6K shares11.16%2025-09-302025-11-06 RJF RAYMOND JAMES FINL INC21.5K shares-14.63%2025-09-302025-11-06 SNOW SNOWFLAKE INC16.2K shares22.71%2025-09-302025-11-06 NDSN NORDSON CORP16.1K shares-7.18%2025-09-302025-11-06 FIX COMFORT SYS USA INC4.4K shares41.69%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR6.1K shares143.73%2025-09-302025-11-06 INTF ISHARES TR100.6K shares-0.83%2025-09-302025-11-06 VIS VANGUARD WORLD FD12.2K shares-8.89%2025-09-302025-11-06 CASY CASEYS GEN STORES INC6.4K shares-19.18%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available