The Analysis of Beaird Harris Wealth Management, LLC's Holdings

Currently, Beaird Harris Wealth Management, LLC holds 724 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in DFSD (+375.3K shares, valued at $18.1M), DUHP (+317.6K shares, valued at $12.0M), VOO (+19.3K shares, valued at $11.8M); decreased their positions in DFAR (-709.0K shares, valued at $16.9M), VTIP (-218.8K shares, valued at $11.1M), VNQ (-27.5K shares, valued at $2.5M); initiated new positions in BMNR (+2.7K shares, valued at $139.9K), PWB (+362 shares, valued at $45.4K), AOR (+594 shares, valued at $38.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFSD DIMENSIONAL ETF TRUST3.0M shares14.54%2025-09-302025-11-13

DFCF DIMENSIONAL ETF TRUST3.2M shares3.86%2025-09-302025-11-13

AVLV AMERICAN CENTY ETF TR1.3M shares7.51%2025-09-302025-11-13

VOO VANGUARD INDEX FDS134.0K shares16.82%2025-09-302025-11-13

AVUV AMERICAN CENTY ETF TR705.6K shares6.60%2025-09-302025-11-13

DUHP DIMENSIONAL ETF TRUST1.9M shares20.68%2025-09-302025-11-13

DFUV DIMENSIONAL ETF TRUST1.3M shares-1.38%2025-09-302025-11-13

DFIV DIMENSIONAL ETF TRUST1.2M shares0.15%2025-09-302025-11-13

Sponsored

VTEB VANGUARD MUN BD FDS926.3K shares6.77%2025-09-302025-11-13

AVLC AMERICAN CENTY ETF TR600.2K shares15.01%2025-09-302025-11-13

AVEM AMERICAN CENTY ETF TR588.8K shares0.53%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS717.7K shares3.00%2025-09-302025-11-13

BITB BITWISE BITCOIN ETF TR646.5K shares8.41%2025-09-302025-11-13

DFNM DIMENSIONAL ETF TRUST836.3K shares1.74%2025-09-302025-11-13

AVDV AMERICAN CENTY ETF TR440.0K shares-0.19%2025-09-302025-11-13

DFAS DIMENSIONAL ETF TRUST565.7K shares-2.41%2025-09-302025-11-13

Sponsored

VTIP VANGUARD MALVERN FDS633.1K shares-25.69%2025-09-302025-11-13

DFAT DIMENSIONAL ETF TRUST500.9K shares0.41%2025-09-302025-11-13

DFAR DIMENSIONAL ETF TRUST1.1M shares-39.64%2025-09-302025-11-13

DFGP DIMENSIONAL ETF TRUST277.2K shares201.43%2025-09-302025-11-13

TSLA TESLA INC30.9K shares-1.04%2025-09-302025-11-13

IVV ISHARES TR20.0K shares-2.80%2025-09-302025-11-13

VTI VANGUARD INDEX FDS37.1K shares0.30%2025-09-302025-11-13

VSS VANGUARD INTL EQUITY INDEX F78.7K shares-5.43%2025-09-302025-11-13

Sponsored

VTES VANGUARD WELLINGTON FD108.1K shares2.49%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F135.5K shares-2.15%2025-09-302025-11-13

AVMU AMERICAN CENTY ETF TR211.8K shares-11.94%2025-09-302025-11-13

DFAE DIMENSIONAL ETF TRUST280.7K shares-1.46%2025-09-302025-11-13

AVIV AMERICAN CENTY ETF TR122.7K shares-1.04%2025-09-302025-11-13

AVSC AMERICAN CENTY ETF TR122.7K shares-1.90%2025-09-302025-11-13

AAPL APPLE INC26.4K shares3.35%2025-09-302025-11-13

SCHC SCHWAB STRATEGIC TR147.6K shares-1.85%2025-09-302025-11-13

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN63.7K shares4.53%2025-09-302025-11-13

ISCF ISHARES TR140.0K shares-2.21%2025-09-302025-11-13

SCMB SCHWAB STRATEGIC TR210.7K shares0.72%2025-09-302025-11-13

MSTR STRATEGY INC16.1K shares2.03%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS64.5K shares10.73%2025-09-302025-11-13

NVDA NVIDIA CORPORATION26.9K shares16.60%2025-09-302025-11-13

HOOD ROBINHOOD MKTS INC30.4K shares1.04%2025-09-302025-11-13

MUB ISHARES TR40.1K shares2.41%2025-09-302025-11-13

Sponsored

DFUS DIMENSIONAL ETF TRUST53.8K shares-0.58%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR5.4K shares0.07%2025-09-302025-11-13

AVRE AMERICAN CENTY ETF TR74.0K shares-10.37%2025-09-302025-11-13

MSFT MICROSOFT CORP6.3K shares-0.80%2025-09-302025-11-13

PHYS SPROTT ASSET MANAGEMENT LP88.9K shares0.00%2025-09-302025-11-13

BFAM BRIGHT HORIZONS FAM SOL IN D24.2K shares0.00%2025-09-302025-11-13

VBR VANGUARD INDEX FDS12.6K shares-1.11%2025-09-302025-11-13

PSLV SPROTT ASSET MANAGEMENT LP165.6K shares0.00%2025-09-302025-11-13

Sponsored

SHW SHERWIN WILLIAMS CO7.5K shares-0.01%2025-09-302025-11-13

VTV VANGUARD INDEX FDS12.7K shares2.05%2025-09-302025-11-13

OKE ONEOK INC NEW31.6K shares-0.01%2025-09-302025-11-13

AGQ PROSHARES TR II28.8K shares0.00%2025-09-302025-11-13

VB VANGUARD INDEX FDS8.2K shares2.56%2025-09-302025-11-13

BIV VANGUARD BD INDEX FDS26.3K shares-0.78%2025-09-302025-11-13

VNQ VANGUARD INDEX FDS22.2K shares-55.37%2025-09-302025-11-13

FLOT ISHARES TR38.3K shares1.24%2025-09-302025-11-13

Sponsored

SUB ISHARES TR18.1K shares1.14%2025-09-302025-11-13

DFAC DIMENSIONAL ETF TRUST49.5K shares-0.56%2025-09-302025-11-13

VLUE ISHARES TR13.6K shares-12.92%2025-09-302025-11-13

XOM EXXON MOBIL CORP14.7K shares-18.09%2025-09-302025-11-13

AMZN AMAZON COM INC7.5K shares18.98%2025-09-302025-11-13

VCIT VANGUARD SCOTTSDALE FDS18.7K shares0.00%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS22.6K shares1.46%2025-09-302025-11-13

DLS WISDOMTREE TR16.6K shares-1.11%2025-09-302025-11-13

Sponsored

TXN TEXAS INSTRS INC6.7K shares83.34%2025-09-302025-11-13

GLD SPDR GOLD TR3.2K shares10.55%2025-09-302025-11-13

VOOV VANGUARD ADMIRAL FDS INC5.4K shares0.47%2025-09-302025-11-13

GOOGL ALPHABET INC4.2K shares23.71%2025-09-302025-11-13

VO VANGUARD INDEX FDS3.5K shares0.34%2025-09-302025-11-13

METV LISTED FDS TR1.3K shares17.65%2025-09-302025-11-13

BSVO EA SERIES TRUST40.6K shares0.00%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC4.9K shares9.72%2025-09-302025-11-13

Sponsored

BND VANGUARD BD INDEX FDS11.3K shares98.99%2025-09-302025-11-13

CVX CHEVRON CORP NEW5.3K shares0.27%2025-09-302025-11-13

IWF ISHARES TR1.7K shares0.87%2025-09-302025-11-13

HD HOME DEPOT INC2.0K shares0.46%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F14.2K shares-0.02%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR32.5K shares-8.13%2025-09-302025-11-13

ABBV ABBVIE INC3.1K shares1.14%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.2.3K shares6.98%2025-09-302025-11-13

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF7.9K shares0.00%2025-09-302025-11-13

SCHX SCHWAB STRATEGIC TR26.7K shares0.26%2025-09-302025-11-13

EFA ISHARES TR7.5K shares-6.11%2025-09-302025-11-13

SMMU PIMCO ETF TR13.5K shares0.69%2025-09-302025-11-13

IJS ISHARES TR5.9K shares0.03%2025-09-302025-11-13

VOE VANGUARD INDEX FDS3.4K shares4.63%2025-09-302025-11-13

BLK BLACKROCK INC506 shares502.38%2025-09-302025-11-13

STRK STRATEGY INC6.3K shares1.44%2025-09-302025-11-13

Sponsored

T AT&T INC19.7K shares5.99%2025-09-302025-11-13

RTX RTX CORPORATION3.3K shares447.85%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW551 shares-2.65%2025-09-302025-11-13

VUSB VANGUARD BD INDEX FDS10.2K shares0.00%2025-09-302025-11-13

AVIG AMERICAN CENTY ETF TR11.9K shares-0.10%2025-09-302025-11-13

SCZ ISHARES TR6.5K shares-0.25%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares4.49%2025-09-302025-11-13

IYW ISHARES TR2.5K shares-28.53%2025-09-302025-11-13

Sponsored

ATO ATMOS ENERGY CORP2.8K shares0.00%2025-09-302025-11-13

WMT WALMART INC4.3K shares1.44%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON2.4K shares6.49%2025-09-302025-11-13

LLY ELI LILLY & CO572 shares14.40%2025-09-302025-11-13

IGSB ISHARES TR8.2K shares0.20%2025-09-302025-11-13

LNG CHENIERE ENERGY INC1.7K shares0.29%2025-09-302025-11-13

VIOG VANGUARD ADMIRAL FDS INC3.2K shares0.22%2025-09-302025-11-13

VIOV VANGUARD ADMIRAL FDS INC4.1K shares0.57%2025-09-302025-11-13

Sponsored

CAT CATERPILLAR INC810 shares14.57%2025-09-302025-11-13

EFV ISHARES TR5.6K shares9.55%2025-09-302025-11-13

GRBK GREEN BRICK PARTNERS INC5.0K shares0.00%2025-09-302025-11-13

IWC ISHARES TR2.4K shares0.00%2025-09-302025-11-13

MCK MCKESSON CORP435 shares0.93%2025-09-302025-11-13

VIOO VANGUARD ADMIRAL FDS INC2.9K shares0.00%2025-09-302025-11-13

VUG VANGUARD INDEX FDS650 shares-2.40%2025-09-302025-11-13

AMGN AMGEN INC1.1K shares-0.36%2025-09-302025-11-13

Sponsored

ACN ACCENTURE PLC IRELAND1.2K shares-0.64%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.28%2025-09-302025-11-13

DFSV DIMENSIONAL ETF TRUST9.5K shares0.44%2025-09-302025-11-13

IWD ISHARES TR1.4K shares2.62%2025-09-302025-11-13

STIP ISHARES TR2.6K shares-12.18%2025-09-302025-11-13

F FORD MTR CO22.1K shares0.06%2025-09-302025-11-13

IEFA ISHARES TR3.0K shares0.00%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS3.2K shares1.13%2025-09-302025-11-13

Sponsored

IAU ISHARES GOLD TR3.3K shares8.29%2025-09-302025-11-13

WM WASTE MGMT INC DEL1.1K shares-0.38%2025-09-302025-11-13

OMC OMNICOM GROUP INC2.7K shares0.00%2025-09-302025-11-13

EMR EMERSON ELEC CO1.7K shares1.01%2025-09-302025-11-13

OKLO OKLO INC2.0K shares0.00%2025-09-302025-11-13

XLF SELECT SECTOR SPDR TR4.1K shares0.00%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR7.6K shares0.00%2025-09-302025-11-13

ONDS ONDAS HLDGS INC26.3K shares61.54%2025-09-302025-11-13

Sponsored

IVW ISHARES TR1.7K shares0.00%2025-09-302025-11-13

IWV ISHARES TR504 shares0.00%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR659 shares-60.28%2025-09-302025-11-13

BA BOEING CO842 shares17.43%2025-09-302025-11-13

IWB ISHARES TR496 shares-20.00%2025-09-302025-11-13

LOW LOWES COS INC714 shares1.56%2025-09-302025-11-13

ETH GRAYSCALE ETHEREUM MINI TR E4.5K shares0.00%2025-09-302025-11-13

DE DEERE & CO386 shares1.58%2025-09-302025-11-13

Sponsored

AVGE AMERICAN CENTY ETF TR2.1K shares185.75%2025-09-302025-11-13

MMM 3M CO1.1K shares0.09%2025-09-302025-11-13

AVSF AMERICAN CENTY ETF TR3.6K shares6.61%2025-09-302025-11-13

COP CONOCOPHILLIPS1.8K shares0.73%2025-09-302025-11-13

IBIT ISHARES BITCOIN TRUST ETF2.6K shares18.07%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO1.1K shares8.84%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC3.8K shares18.10%2025-09-302025-11-13

AGG ISHARES TR1.6K shares2.98%2025-09-302025-11-13

Sponsored

CI THE CIGNA GROUP563 shares-3.60%2025-09-302025-11-13

KO COCA COLA CO2.4K shares17.11%2025-09-302025-11-13

RLI RLI CORP2.4K shares0.00%2025-09-302025-11-13

TRV TRAVELERS COMPANIES INC538 shares0.75%2025-09-302025-11-13

MTUM ISHARES TR580 shares1.05%2025-09-302025-11-13

AZN ASTRAZENECA PLC1.9K shares1.58%2025-09-302025-11-13

JEPI J P MORGAN EXCHANGE TRADED F2.6K shares0.00%2025-09-302025-11-13

AXP AMERICAN EXPRESS CO427 shares0.00%2025-09-302025-11-13

Sponsored

BMNR BITMINE IMMERSION TECNOLOGIE2.7K sharesnew addition2025-09-302025-11-13

VV VANGUARD INDEX FDS450 shares0.00%2025-09-302025-11-13

NFLX NETFLIX INC114 shares9.62%2025-09-302025-11-13

BAC BANK AMERICA CORP2.7K shares-4.49%2025-09-302025-11-13

IJR ISHARES TR1.1K shares3.24%2025-09-302025-11-13

MCD MCDONALDS CORP446 shares1.13%2025-09-302025-11-13

GLW CORNING INC1.7K shares-50.27%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS956 shares0.00%2025-09-302025-11-13

Sponsored

PEP PEPSICO INC922 shares2.10%2025-09-302025-11-13

DFAX DIMENSIONAL ETF TRUST4.1K shares0.00%2025-09-302025-11-13

WFC WELLS FARGO CO NEW1.5K shares15.21%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC767 shares48.93%2025-09-302025-11-13

OMFL INVESCO EXCH TRD SLF IDX FD2.1K shares0.00%2025-09-302025-11-13

NEE NEXTERA ENERGY INC1.6K shares3.48%2025-09-302025-11-13

OGE OGE ENERGY CORP2.6K shares0.00%2025-09-302025-11-13

IMTM ISHARES TR2.5K shares0.00%2025-09-302025-11-13

Sponsored

SBUX STARBUCKS CORP1.4K shares7.43%2025-09-302025-11-13

OVL LISTED FDS TR2.2K shares0.00%2025-09-302025-11-13

ICE INTERCONTINENTAL EXCHANGE IN681 shares3.03%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC225 shares0.45%2025-09-302025-11-13

V VISA INC319 shares4.59%2025-09-302025-11-13

CRM SALESFORCE INC448 shares2.52%2025-09-302025-11-13

PFE PFIZER INC4.2K shares-76.99%2025-09-302025-11-13

ETN EATON CORP PLC283 shares0.71%2025-09-302025-11-13

Sponsored

IEMG ISHARES INC1.6K shares18.81%2025-09-302025-11-13

QUAL ISHARES TR541 shares3.24%2025-09-302025-11-13

DISV DIMENSIONAL ETF TRUST2.9K shares0.00%2025-09-302025-11-13

PSX PHILLIPS 66739 shares0.68%2025-09-302025-11-13

PNC PNC FINL SVCS GROUP INC500 shares9.41%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC618 shares0.82%2025-09-302025-11-13

GSIE GOLDMAN SACHS ETF TR2.4K shares0.00%2025-09-302025-11-13

CLS CELESTICA INC401 shares0.25%2025-09-302025-11-13

Sponsored

IGIB ISHARES TR1.8K shares0.00%2025-09-302025-11-13

LHX L3HARRIS TECHNOLOGIES INC316 shares1.28%2025-09-302025-11-13

ABT ABBOTT LABS714 shares0.71%2025-09-302025-11-13

CL COLGATE PALMOLIVE CO1.2K shares-1.51%2025-09-302025-11-13

BX BLACKSTONE INC541 shares0.56%2025-09-302025-11-13

TJX TJX COS INC NEW638 shares1.27%2025-09-302025-11-13

DVY ISHARES TR642 shares0.00%2025-09-302025-11-13

QRVO QORVO INC1.0K shares0.00%2025-09-302025-11-13

Sponsored

LMND LEMONADE INC1.7K shares0.00%2025-09-302025-11-13

DHR DANAHER CORPORATION457 shares-2.56%2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC910 shares494.77%2025-09-302025-11-13

CSX CSX CORP2.5K shares0.36%2025-09-302025-11-13

MSTY TIDAL TRUST II6.2K shares53.86%2025-09-302025-11-13

BTC GRAYSCALE BITCOIN MINI TR ET1.7K shares0.00%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW690 shares0.44%2025-09-302025-11-13

CP CANADIAN PACIFIC KANSAS CITY1.1K shares0.00%2025-09-302025-11-13

Sponsored

RIVN RIVIAN AUTOMOTIVE INC5.6K shares-0.55%2025-09-302025-11-13

SHV ISHARES TR723 shares0.00%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC386 shares3.76%2025-09-302025-11-13

SPYM SPDR SERIES TRUST995 shares0.00%2025-09-302025-11-13

EVRG EVERGY INC1.0K shares0.49%2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO1.7K shares-4.18%2025-09-302025-11-13

MELI MERCADOLIBRE INC33 shares0.00%2025-09-302025-11-13

C CITIGROUP INC749 shares5.34%2025-09-302025-11-13

Sponsored

UGI UGI CORP NEW2.3K shares0.53%2025-09-302025-11-13

SCHM SCHWAB STRATEGIC TR2.5K shares0.00%2025-09-302025-11-13

CEP CANTOR EQUITY PARTNERS INC3.3K shares32.30%2025-09-302025-11-13

DFAW DIMENSIONAL ETF TRUST998 shares258.99%2025-09-302025-11-13

QUS SPDR SERIES TRUST418 shares0.00%2025-09-302025-11-13

RCL ROYAL CARIBBEAN GROUP218 shares0.00%2025-09-302025-11-13

MO ALTRIA GROUP INC1.1K shares2.50%2025-09-302025-11-13

IJH ISHARES TR1.0K shares2.73%2025-09-302025-11-13

Sponsored

EFAV ISHARES TR782 shares53.63%2025-09-302025-11-13

USB US BANCORP DEL1.3K shares0.23%2025-09-302025-11-13

QQQE DIREXION SHS ETF TR624 shares0.00%2025-09-302025-11-13

LRCX LAM RESEARCH CORP473 shares7.99%2025-09-302025-11-13

ETHE GRAYSCALE ETHEREUM TRUST ETF1.8K shares0.00%2025-09-302025-11-13

GOVT ISHARES TR2.7K shares0.04%2025-09-302025-11-13

KLAC KLA CORP58 shares5.45%2025-09-302025-11-13

MA MASTERCARD INCORPORATED110 shares11.11%2025-09-302025-11-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS288 shares0.00%2025-09-302025-11-13

VGIT VANGUARD SCOTTSDALE FDS1.0K shares-16.96%2025-09-302025-11-13

SCHG SCHWAB STRATEGIC TR1.9K shares-80.71%2025-09-302025-11-13

ES EVERSOURCE ENERGY850 shares0.00%2025-09-302025-11-13

VGT VANGUARD WORLD FD80 shares17.65%2025-09-302025-11-13

GEV GE VERNOVA INC96 shares3100.00%2025-09-302025-11-13

CSCO CISCO SYS INC857 shares4.38%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC169 shares-3.43%2025-09-302025-11-13

Sponsored

SPOT SPOTIFY TECHNOLOGY S A83 shares69.39%2025-09-302025-11-13

NI NISOURCE INC1.3K shares0.00%2025-09-302025-11-13

IQDG WISDOMTREE TR1.4K shares0.00%2025-09-302025-11-13

COF CAPITAL ONE FINL CORP270 shares350.00%2025-09-302025-11-13

NRG NRG ENERGY INC352 shares1970.59%2025-09-302025-11-13

VFQY VANGUARD WELLINGTON FD378 shares-32.62%2025-09-302025-11-13

MS MORGAN STANLEY358 shares3.47%2025-09-302025-11-13

TYL TYLER TECHNOLOGIES INC107 shares0.00%2025-09-302025-11-13

Sponsored

QQQ INVESCO QQQ TR93 shares-51.56%2025-09-302025-11-13

EWX SPDR INDEX SHS FDS801 shares0.00%2025-09-302025-11-13

UPS UNITED PARCEL SERVICE INC645 shares0.00%2025-09-302025-11-13

KMI KINDER MORGAN INC DEL1.8K shares-14.12%2025-09-302025-11-13

DVN DEVON ENERGY CORP NEW1.5K shares0.00%2025-09-302025-11-13

MRK MERCK & CO INC612 shares1.83%2025-09-302025-11-13

GLDM WORLD GOLD TR662 shares0.00%2025-09-302025-11-13

EPD ENTERPRISE PRODS PARTNERS L1.6K shares0.00%2025-09-302025-11-13

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NKE NIKE INC691 shares3.44%2025-09-302025-11-13

SMCI SUPER MICRO COMPUTER INC1.0K shares0.00%2025-09-302025-11-13

WMB WILLIAMS COS INC756 shares24.14%2025-09-302025-11-13

MDT MEDTRONIC PLC501 shares2.24%2025-09-302025-11-13

OGS ONE GAS INC586 shares0.00%2025-09-302025-11-13

FPX FIRST TR EXCHANGE-TRADED FD274 shares0.00%2025-09-302025-11-13

PWB INVESCO EXCHANGE TRADED FD T362 sharesnew addition2025-09-302025-11-13

SAP SAP SE170 shares6.92%2025-09-302025-11-13

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CMI CUMMINS INC105 shares0.96%2025-09-302025-11-13

NOBL PROSHARES TR427 shares0.00%2025-09-302025-11-13

SO SOUTHERN CO463 shares2.21%2025-09-302025-11-13

JGRO J P MORGAN EXCHANGE TRADED F466 shares0.00%2025-09-302025-11-13

SLV ISHARES SILVER TR1.0K shares0.00%2025-09-302025-11-13

HIMS HIMS & HERS HEALTH INC760 shares0.00%2025-09-302025-11-13

TRGP TARGA RES CORP257 shares27.86%2025-09-302025-11-13

URI UNITED RENTALS INC45 shares2.27%2025-09-302025-11-13

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DFIS DIMENSIONAL ETF TRUST1.4K shares0.00%2025-09-302025-11-13

GE GE AEROSPACE141 shares71.95%2025-09-302025-11-13

AFL AFLAC INC372 shares6.90%2025-09-302025-11-13

SPEM SPDR INDEX SHS FDS885 shares0.00%2025-09-302025-11-13

ENB ENBRIDGE INC816 shares0.00%2025-09-302025-11-13

IDU ISHARES TR370 shares0.00%2025-09-302025-11-13

DD DUPONT DE NEMOURS INC519 shares1.76%2025-09-302025-11-13

SCHW SCHWAB CHARLES CORP422 shares32.29%2025-09-302025-11-13

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AEP AMERICAN ELEC PWR CO INC358 shares-3.24%2025-09-302025-11-13

GM GENERAL MTRS CO655 shares5.82%2025-09-302025-11-13

MLPA GLOBAL X FDS821 shares0.00%2025-09-302025-11-13

YUM YUM BRANDS INC261 shares-2.97%2025-09-302025-11-13

HSY HERSHEY CO211 shares24.12%2025-09-302025-11-13

CWT CALIFORNIA WTR SVC GROUP846 shares0.00%2025-09-302025-11-13

TSN TYSON FOODS INC706 shares-1.81%2025-09-302025-11-13

AOR ISHARES TR594 sharesnew addition2025-09-302025-11-13

Sponsored

LMT LOCKHEED MARTIN CORP76 shares-2.56%2025-09-302025-11-13

SWK STANLEY BLACK & DECKER INC508 shares0.00%2025-09-302025-11-13

BRO BROWN & BROWN INC399 shares0.00%2025-09-302025-11-13

HEFA ISHARES TR922 shares0.00%2025-09-302025-11-13

BEN FRANKLIN RESOURCES INC1.6K shares0.00%2025-09-302025-11-13

USMV ISHARES TR373 shares6.88%2025-09-302025-11-13

TGT TARGET CORP392 shares0.51%2025-09-302025-11-13

CMCSA COMCAST CORP NEW1.1K shares2.86%2025-09-302025-11-13

Sponsored

MTSI MACOM TECH SOLUTIONS HLDGS I275 shares-15.38%2025-09-302025-11-13

LDOS LEIDOS HOLDINGS INC180 shares0.00%2025-09-302025-11-13

DGRO ISHARES TR496 shares0.00%2025-09-302025-11-13

KHC KRAFT HEINZ CO1.2K shares0.00%2025-09-302025-11-13

ETHW BITWISE ETHEREUM ETF1.1K shares0.00%2025-09-302025-11-13

CBXJ CALAMOS ETF TR1.1K shares0.00%2025-09-302025-11-13

VFC V F CORP2.2K shares0.00%2025-09-302025-11-13

BIZD VANECK ETF TRUST2.1K shares0.00%2025-09-302025-11-13

Sponsored

IONQ IONQ INC500 shares117.39%2025-09-302025-11-13

ADI ANALOG DEVICES INC125 shares1.63%2025-09-302025-11-13

ASML ASML HOLDING N V31 shares6.90%2025-09-302025-11-13

IDV ISHARES TR819 shares-7.35%2025-09-302025-11-13

DIS DISNEY WALT CO253 shares-34.46%2025-09-302025-11-13

IWP ISHARES TR198 shares125.00%2025-09-302025-11-13

LYB LYONDELLBASELL INDUSTRIES N565 shares-77.97%2025-09-302025-11-13

VGK VANGUARD INTL EQUITY INDEX F347 sharesnew addition2025-09-302025-11-13

Sponsored

SPDW SPDR INDEX SHS FDS624 shares0.00%2025-09-302025-11-13

KGC KINROSS GOLD CORP1.1K shares0.00%2025-09-302025-11-13

HHH HOWARD HUGHES HOLDINGS INC318 shares0.00%2025-09-302025-11-13

AJG GALLAGHER ARTHUR J & CO79 shares2.60%2025-09-302025-11-13

TEM TEMPUS AI INC300 sharesnew addition2025-09-302025-11-13

BITWISE FUNDS TRUST BITWISE FUNDS TRUST723 shares30.27%2025-09-302025-11-13

DOW DOW INC1.0K shares0.00%2025-09-302025-11-13

GAB GABELLI EQUITY TR INC3.9K shares0.00%2025-09-302025-11-13

Sponsored

RIOT RIOT PLATFORMS INC1.3K shares0.00%2025-09-302025-11-13

DIA SPDR DOW JONES INDL AVERAGE51 shares0.00%2025-09-302025-11-13

PFF ISHARES TR745 shares0.00%2025-09-302025-11-13

IWM ISHARES TR97 shares76.36%2025-09-302025-11-13

MSTX TIDAL TRUST II1.1K shares0.00%2025-09-302025-11-13

OTEX OPEN TEXT CORP618 shares0.00%2025-09-302025-11-13

ET ENERGY TRANSFER L P1.3K shares0.00%2025-09-302025-11-13

DBEF DBX ETF TR486 shares0.00%2025-09-302025-11-13

Sponsored

LQD ISHARES TR198 shares0.00%2025-09-302025-11-13

EOG EOG RES INC191 shares2.14%2025-09-302025-11-13

MDLZ MONDELEZ INTL INC341 shares-1.45%2025-09-302025-11-13

FYBR FRONTIER COMMUNICATIONS PARE556 shares0.00%2025-09-302025-11-13

NUTX NUTEX HEALTH INC200 shares0.00%2025-09-302025-11-13

PAYX PAYCHEX INC163 shares1.24%2025-09-302025-11-13

XLV SELECT SECTOR SPDR TR148 shares0.00%2025-09-302025-11-13

DFEV DIMENSIONAL ETF TRUST645 shares0.00%2025-09-302025-11-13

Sponsored

VLTO VERALTO CORP191 shares24.84%2025-09-302025-11-13

CTRA COTERRA ENERGY INC857 shares3.00%2025-09-302025-11-13

SCHO SCHWAB STRATEGIC TR828 shares0.00%2025-09-302025-11-13

AEM AGNICO EAGLE MINES LTD120 shares0.00%2025-09-302025-11-13

VYMI VANGUARD WHITEHALL FDS232 shares0.00%2025-09-302025-11-13

SCHB SCHWAB STRATEGIC TR750 shares0.00%2025-09-302025-11-13

AFFIRM HLDGS INC AFFIRM HLDGS INC20.0K shares0.00%2025-09-302025-11-13

DHI D R HORTON INC112 shares-28.21%2025-09-302025-11-13

Sponsored

CTVA CORTEVA INC275 shares3.38%2025-09-302025-11-13

MSLC MORGAN STANLEY PATHWAY FDS342 sharesnew addition2025-09-302025-11-13

PZZA PAPA JOHNS INTL INC381 shares0.00%2025-09-302025-11-13

IWN ISHARES TR100 sharesnew addition2025-09-302025-11-13

AVES AMERICAN CENTY ETF TR305 shares0.00%2025-09-302025-11-13

IXUS ISHARES TR208 shares0.00%2025-09-302025-11-13

NEO NEOGENOMICS INC2.2K shares0.00%2025-09-302025-11-13

VNQI VANGUARD INTL EQUITY INDEX F356 shares-71.38%2025-09-302025-11-13

Sponsored

TXRH TEXAS ROADHOUSE INC100 shares1566.67%2025-09-302025-11-13

BBY BEST BUY INC219 shares0.00%2025-09-302025-11-13

AG FIRST MAJESTIC SILVER CORP1.3K shares0.00%2025-09-302025-11-13

MU MICRON TECHNOLOGY INC97 shares10.23%2025-09-302025-11-13

CPAY CORPAY INC56 shares-31.71%2025-09-302025-11-13

VOOG VANGUARD ADMIRAL FDS INC37 shares85.00%2025-09-302025-11-13

QQQM INVESCO EXCH TRADED FD TR II62 shares0.00%2025-09-302025-11-13

CGIE CAPITAL GROUP INTERNATIONAL457 shares0.00%2025-09-302025-11-13

Sponsored

SEA LTD SEA LTD16.0K shares0.00%2025-09-302025-11-13

IJK ISHARES TR159 shares0.00%2025-09-302025-11-13

HAS HASBRO INC200 shares0.00%2025-09-302025-11-13

CARR CARRIER GLOBAL CORPORATION248 shares-30.34%2025-09-302025-11-13

NOW SERVICENOW INC16 shares60.00%2025-09-302025-11-13

DTE DTE ENERGY CO100 shares0.00%2025-09-302025-11-13

SW SMURFIT WESTROCK PLC328 shares0.00%2025-09-302025-11-13

LIN LINDE PLC29 shares16.00%2025-09-302025-11-13

Sponsored

HON HONEYWELL INTL INC64 shares-7.25%2025-09-302025-11-13

KIM KIMCO RLTY CORP604 shares0.00%2025-09-302025-11-13

TAP MOLSON COORS BEVERAGE CO286 shares29.41%2025-09-302025-11-13

VRTX VERTEX PHARMACEUTICALS INC33 shares17.86%2025-09-302025-11-13

SNAP INC SNAP INC14.0K shares0.00%2025-09-302025-11-13

LUV SOUTHWEST AIRLS CO399 shares6.97%2025-09-302025-11-13

SA SEABRIDGE GOLD INC524 shares0.00%2025-09-302025-11-13

FNV FRANCO NEV CORP57 shares-5.00%2025-09-302025-11-13

Sponsored

DGS WISDOMTREE TR220 shares0.00%2025-09-302025-11-13

ORLY OREILLY AUTOMOTIVE INC115 shares18.56%2025-09-302025-11-13

AMRN AMARIN CORP PLC750 shares0.00%2025-09-302025-11-13

EEM ISHARES TR229 shares0.00%2025-09-302025-11-13

VBK VANGUARD INDEX FDS41 shares0.00%2025-09-302025-11-13

MKC MCCORMICK & CO INC181 shares0.00%2025-09-302025-11-13

VHT VANGUARD WORLD FD43 sharesnew addition2025-09-302025-11-13

VVR INVESCO SR INCOME TR3.2K shares0.00%2025-09-302025-11-13

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY34 shares-22.73%2025-09-302025-11-13

DON WISDOMTREE TR206 shares0.00%2025-09-302025-11-13

AMAT APPLIED MATLS INC53 shares12.77%2025-09-302025-11-13

ISRG INTUITIVE SURGICAL INC24 shares33.33%2025-09-302025-11-13

GUARDANT HEALTH INC GUARDANT HEALTH INC11.0K shares0.00%2025-09-302025-11-13

FIG FIGMA INC200 sharesnew addition2025-09-302025-11-13

INTU INTUIT15 shares25.00%2025-09-302025-11-13

FDVV FIDELITY COVINGTON TRUST184 sharesnew addition2025-09-302025-11-13

Sponsored

NLY ANNALY CAPITAL MANAGEMENT IN500 shares0.00%2025-09-302025-11-13

NVS NOVARTIS AG78 shares18.18%2025-09-302025-11-13

KKR KKR & CO INC76 shares31.03%2025-09-302025-11-13

SPGI S&P GLOBAL INC20 shares11.11%2025-09-302025-11-13

MNST MONSTER BEVERAGE CORP NEW140 shares30.84%2025-09-302025-11-13

MDXG MIMEDX GROUP INC1.3K shares0.00%2025-09-302025-11-13

ADBE ADOBE INC25 shares4.17%2025-09-302025-11-13

DG DOLLAR GEN CORP NEW84 sharesnew addition2025-09-302025-11-13

Sponsored

BP BP PLC248 shares5.08%2025-09-302025-11-13

CEG CONSTELLATION ENERGY CORP26 shares13.04%2025-09-302025-11-13

ADSK AUTODESK INC27 shares22.73%2025-09-302025-11-13

BNDX VANGUARD CHARLOTTE FDS162 shares0.00%2025-09-302025-11-13

XLY SELECT SECTOR SPDR TR33 shares0.00%2025-09-302025-11-13

JBL JABIL INC36 shares50.00%2025-09-302025-11-13

UMC UNITED MICROELECTRONICS CORP1.0K shares0.00%2025-09-302025-11-13

HEI HEICO CORP NEW23 shares0.00%2025-09-302025-11-13

Sponsored

CVS CVS HEALTH CORP97 shares14.12%2025-09-302025-11-13

ANET ARISTA NETWORKS INC48 shares77.78%2025-09-302025-11-13

NXPI NXP SEMICONDUCTORS N V31 shares121.43%2025-09-302025-11-13

POST POST HLDGS INC65 shares0.00%2025-09-302025-11-13

SONY SONY GROUP CORP229 shares18.04%2025-09-302025-11-13

RELX RELX PLC136 shares21.43%2025-09-302025-11-13

FBIN FORTUNE BRANDS INNOVATIONS I118 shares0.00%2025-09-302025-11-13

TDG TRANSDIGM GROUP INC5 shares0.00%2025-09-302025-11-13

Sponsored

SOXX ISHARES TR23 sharesnew addition2025-09-302025-11-13

PH PARKER-HANNIFIN CORP8 shares60.00%2025-09-302025-11-13

MSI MOTOROLA SOLUTIONS INC13 shares8.33%2025-09-302025-11-13

SCHH SCHWAB STRATEGIC TR271 sharesnew addition2025-09-302025-11-13

DTM DT MIDSTREAM INC50 shares0.00%2025-09-302025-11-13

SHEL SHELL PLC79 shares113.51%2025-09-302025-11-13

USFD US FOODS HLDG CORP73 shares21.67%2025-09-302025-11-13

GILD GILEAD SCIENCES INC49 shares81.48%2025-09-302025-11-13

Sponsored

AON AON PLC15 shares7.14%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR198 shares-98.70%2025-09-302025-11-13

SPYG SPDR SERIES TRUST51 shares0.00%2025-09-302025-11-13

PGR PROGRESSIVE CORP21 shares0.00%2025-09-302025-11-13

MET METLIFE INC62 shares-12.68%2025-09-302025-11-13

SHOP SHOPIFY INC34 shares70.00%2025-09-302025-11-13

TT TRANE TECHNOLOGIES PLC12 shares33.33%2025-09-302025-11-13

CBRE CBRE GROUP INC32 shares28.00%2025-09-302025-11-13

Sponsored

MARA MARA HOLDINGS INC274 shares0.00%2025-09-302025-11-13

UNM UNUM GROUP63 shares-8.70%2025-09-302025-11-13

SAN BANCO SANTANDER S.A.459 shares36.61%2025-09-302025-11-13

IJJ ISHARES TR37 shares0.00%2025-09-302025-11-13

VST VISTRA CORP24 shares14.29%2025-09-302025-11-13

FI FISERV INC37 shares76.19%2025-09-302025-11-13

BBVA BANCO BILBAO VIZCAYA ARGENTA247 shares-34.66%2025-09-302025-11-13

VT VANGUARD INTL EQUITY INDEX F34 shares-12.82%2025-09-302025-11-13

Sponsored

MUFG MITSUBISHI UFJ FINL GROUP IN287 shares39.32%2025-09-302025-11-13

AZO AUTOZONE INC1 shares0.00%2025-09-302025-11-13

SYK STRYKER CORPORATION12 shares140.00%2025-09-302025-11-13

NVO NOVO-NORDISK A S80 shares15.94%2025-09-302025-11-13

ROST ROSS STORES INC29 shares93.33%2025-09-302025-11-13

ROL ROLLINS INC72 shares0.00%2025-09-302025-11-13

ACM AECOM32 sharesnew addition2025-09-302025-11-13

MSSM MORGAN STANLEY PATHWAY FDS82 sharesnew addition2025-09-302025-11-13

Sponsored

ALLY ALLY FINL INC106 shares10.42%2025-09-302025-11-13

MTG MGIC INVT CORP WIS142 shares11.81%2025-09-302025-11-13

IDXX IDEXX LABS INC6 shares20.00%2025-09-302025-11-13

XLE SELECT SECTOR SPDR TR45 shares2.27%2025-09-302025-11-13

FANG DIAMONDBACK ENERGY INC28 shares7.69%2025-09-302025-11-13

MRVL MARVELL TECHNOLOGY INC47 shares67.86%2025-09-302025-11-13

DMLP DORCHESTER MINERALS LP150 shares0.00%2025-09-302025-11-13

STT STATE STR CORP33 shares32.00%2025-09-302025-11-13

Sponsored

D DOMINION ENERGY INC62 shares82.35%2025-09-302025-11-13

BFH BREAD FINANCIAL HOLDINGS INC68 shares0.00%2025-09-302025-11-13

RYAAY RYANAIR HOLDINGS PLC62 shares31.91%2025-09-302025-11-13

VTRS VIATRIS INC370 shares5.41%2025-09-302025-11-13

VICI VICI PPTYS INC112 sharesnew addition2025-09-302025-11-13

RGA REINSURANCE GRP OF AMERICA I19 shares137.50%2025-09-302025-11-13

NVTS NAVITAS SEMICONDUCTOR CORP500 shares0.00%2025-09-302025-11-13

DES WISDOMTREE TR107 shares0.00%2025-09-302025-11-13

Sponsored

SEIC SEI INVTS CO42 shares121.05%2025-09-302025-11-13

PAAS PAN AMERN SILVER CORP91 sharesnew addition2025-09-302025-11-13

SCD LMP CAP & INCOME FD INC225 sharesnew addition2025-09-302025-11-13

RBA RB GLOBAL INC32 shares0.00%2025-09-302025-11-13

SNPS SYNOPSYS INC7 shares75.00%2025-09-302025-11-13

TTE TOTALENERGIES SE56 shares40.00%2025-09-302025-11-13

LOPE GRAND CANYON ED INC15 shares0.00%2025-09-302025-11-13

TEL TE CONNECTIVITY PLC15 sharesnew addition2025-09-302025-11-13

Sponsored

RF REGIONS FINANCIAL CORP NEW124 shares0.00%2025-09-302025-11-13

MPC MARATHON PETE CORP17 shares88.89%2025-09-302025-11-13

ALL ALLSTATE CORP15 shares-58.33%2025-09-302025-11-13

WELL WELLTOWER INC18 shares38.46%2025-09-302025-11-13

ROK ROCKWELL AUTOMATION INC9 sharesnew addition2025-09-302025-11-13

EQIX EQUINIX INC4 shares100.00%2025-09-302025-11-13

MEDP MEDPACE HLDGS INC6 shares0.00%2025-09-302025-11-13

CM CANADIAN IMPERIAL BANK OF CO38 shares0.00%2025-09-302025-11-13

Sponsored

SLB SCHLUMBERGER LTD87 shares0.00%2025-09-302025-11-13

CVNA CARVANA CO8 shares33.33%2025-09-302025-11-13

FLEX FLEX LTD51 sharesnew addition2025-09-302025-11-13

BRBR BELLRING BRANDS INC80 shares0.00%2025-09-302025-11-13

TFC TRUIST FINL CORP63 shares8.62%2025-09-302025-11-13

HLN HALEON PLC321 shares13.83%2025-09-302025-11-13

TMUS T-MOBILE US INC12 shares20.00%2025-09-302025-11-13

BTI BRITISH AMERN TOB PLC54 shares38.46%2025-09-302025-11-13

Sponsored

HSBC HSBC HLDGS PLC40 shares33.33%2025-09-302025-11-13

SYF SYNCHRONY FINANCIAL40 shares0.00%2025-09-302025-11-13

VRSK VERISK ANALYTICS INC11 shares22.22%2025-09-302025-11-13

CFG CITIZENS FINL GROUP INC52 shares0.00%2025-09-302025-11-13

SMFG SUMITOMO MITSUI FINL GROUP I164 shares53.27%2025-09-302025-11-13

NBIS NEBIUS GROUP N.V.24 sharesnew addition2025-09-302025-11-13

LYG LLOYDS BANKING GROUP PLC586 shares37.24%2025-09-302025-11-13

WDAY WORKDAY INC11 shares57.14%2025-09-302025-11-13

Sponsored

DAL DELTA AIR LINES INC DEL46 shares35.29%2025-09-302025-11-13

BEAM BEAM THERAPEUTICS INC106 shares0.00%2025-09-302025-11-13

GWRE GUIDEWIRE SOFTWARE INC11 shares0.00%2025-09-302025-11-13

MLM MARTIN MARIETTA MATLS INC4 shares-20.00%2025-09-302025-11-13

APTV APTIV PLC29 sharesnew addition2025-09-302025-11-13

JEF JEFFERIES FINL GROUP INC38 sharesnew addition2025-09-302025-11-13

NCLH NORWEGIAN CRUISE LINE HLDG L100 shares0.00%2025-09-302025-11-13

MFG MIZUHO FINANCIAL GROUP INC361 shares49.17%2025-09-302025-11-13

Sponsored

XEL XCEL ENERGY INC30 sharesnew addition2025-09-302025-11-13

ENSG ENSIGN GROUP INC14 shares0.00%2025-09-302025-11-13

MPWR MONOLITHIC PWR SYS INC3 sharesnew addition2025-09-302025-11-13

HWM HOWMET AEROSPACE INC12 shares200.00%2025-09-302025-11-13

Call Option Holdings

MSTR Call CallSTRATEGY INC100 shares-50.00%2025-09-302025-11-13

Put Option Holdings

No put option holdings data available