The Analysis of BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Holdings


Currently, BEESE FULMER INVESTMENT MANAGEMENT, INC. holds 285 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VCSH (+30.3K shares, valued at $2.4M), BRK.B (+3.8K shares, valued at $1.9M), LLY (+1.6K shares, valued at $1.2M); decreased their positions in AVGO (-4.6K shares, valued at $1.5M), MRK (-12.3K shares, valued at $1.0M), IR (-12.3K shares, valued at $1.0M); initiated new positions in INDB (+7.2K shares, valued at $495.5K), BSX (+4.5K shares, valued at $438.8K), ULTA (+562 shares, valued at $307.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC COM316.6K shares-0.59%2025-09-302025-11-13history
MSFT MICROSOFT CORP COM140.7K shares0.10%2025-09-302025-11-13history
AVGO BROADCOM INC COM168.3K shares-2.64%2025-09-302025-11-13history
AMZN AMAZON COM INC COM181.8K shares0.71%2025-09-302025-11-13history
MA MASTERCARD INCORPORATED CL A66.4K shares-0.95%2025-09-302025-11-13history
GOOGL ALPHABET INC CAP STK CL A152.0K shares-0.32%2025-09-302025-11-13history
ORLY OREILLY AUTOMOTIVE INC COM292.9K shares-1.41%2025-09-302025-11-13history
GOOG ALPHABET INC CAP STK CL C129.5K shares-0.14%2025-09-302025-11-13history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW62.6K shares6.43%2025-09-302025-11-13history
JPM JPMORGAN CHASE & CO. COM93.2K shares-1.02%2025-09-302025-11-13history
RTX RTX CORPORATION COM175.4K shares-0.31%2025-09-302025-11-13history
COST COSTCO WHOLESALE CORPORATION30.7K shares0.56%2025-09-302025-11-13history
META META PLATFORMS INC CL A34.9K shares-0.39%2025-09-302025-11-13history
JNJ JOHNSON & JOHNSON136.2K shares3.00%2025-09-302025-11-13history
TJX TJX COS INC NEW COM173.1K shares0.99%2025-09-302025-11-13history
DELL DELL TECHNOLOGIES INC CL C174.6K shares-0.37%2025-09-302025-11-13history
Sponsored
NFLX NETFLIX INC COM19.9K shares-1.05%2025-09-302025-11-13history
XOM EXXON MOBIL CORP COM201.1K shares0.19%2025-09-302025-11-13history
ANET ARISTA NETWORKS INC COM SHS146.5K shares2.35%2025-09-302025-11-13history
GS GOLDMAN SACHS GROUP INC COM25.1K shares-1.54%2025-09-302025-11-13history
KLAC KLA CORP COM NEW17.6K shares0.62%2025-09-302025-11-13history
PG PROCTER & GAMBLE COMPANY122.9K shares-0.59%2025-09-302025-11-13history
ETN EATON CORP PLC SHS50.0K shares4.29%2025-09-302025-11-13history
PM PHILIP MORRIS INTL INC COM115.1K shares2.36%2025-09-302025-11-13history
Sponsored
CMI CUMMINS INC COM44.0K shares0.07%2025-09-302025-11-13history
ICE INTERCONTINENTAL EXCHANGE INC COM98.6K shares1.80%2025-09-302025-11-13history
CB CHUBB LIMITED COM58.8K shares1.57%2025-09-302025-11-13history
MCD MCDONALDS CORP COM54.3K shares2.10%2025-09-302025-11-13history
SYK STRYKER CORPORATION COM44.2K shares1.99%2025-09-302025-11-13history
CRM SALESFORCE INC COM66.5K shares-0.29%2025-09-302025-11-13history
CVX CHEVRON CORP NEW COM101.2K shares0.58%2025-09-302025-11-13history
DIS DISNEY WALT CO COM132.9K shares1.17%2025-09-302025-11-13history
Sponsored
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF189.1K shares19.10%2025-09-302025-11-13history
LIN LINDE PLC SHS30.9K shares1.22%2025-09-302025-11-13history
ABT ABBOTT LABS COM106.6K shares2.46%2025-09-302025-11-13history
IVW ISHARES S&P 500 GROWTH ETF116.1K shares-0.62%2025-09-302025-11-13history
IVE ISHARES S&P 500 VALUE ETF64.8K shares1.36%2025-09-302025-11-13history
MRK MERCK & CO INC COM154.9K shares-7.33%2025-09-302025-11-13history
HD HOME DEPOT INC COM32.0K shares0.28%2025-09-302025-11-13history
EW EDWARDS LIFESCIENCES CORP COM152.7K shares8.59%2025-09-302025-11-13history
Sponsored
KO COCA COLA CO COM175.5K shares-2.40%2025-09-302025-11-13history
UNP UNION PAC CORP COM47.8K shares1.39%2025-09-302025-11-13history
DHI D R HORTON INC COM65.0K shares-2.00%2025-09-302025-11-13history
LOW LOWES COS INC COM40.4K shares-0.78%2025-09-302025-11-13history
AON AON PLC SHS CL A28.0K shares4.72%2025-09-302025-11-13history
COP CONOCOPHILLIPS COM104.8K shares2.35%2025-09-302025-11-13history
PEP PEPSICO, INC.64.4K shares-1.25%2025-09-302025-11-13history
ABBV ABBVIE INC COM38.2K shares0.69%2025-09-302025-11-13history
Sponsored
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A85.9K shares0.97%2025-09-302025-11-13history
ADBE ADOBE INC COM23.4K shares0.15%2025-09-302025-11-13history
CAT CATERPILLAR INC COM16.7K shares-2.19%2025-09-302025-11-13history
CW CURTISS WRIGHT CORP COM13.6K shares-1.94%2025-09-302025-11-13history
TMUS T-MOBILE US INC COM30.6K shares9.76%2025-09-302025-11-13history
HSY HERSHEY CO COM39.1K shares-1.36%2025-09-302025-11-13history
IR INGERSOLL RAND INC COM84.4K shares-12.71%2025-09-302025-11-13history
IJR ISHARES CORE S&P SMALL CAP ETF56.6K shares1.11%2025-09-302025-11-13history
Sponsored
NOC NORTHROP GRUMMAN CORP COM11.0K shares-0.32%2025-09-302025-11-13history
EOG EOG RES INC COM57.1K shares3.22%2025-09-302025-11-13history
BRK.A BERKSHIRE HATHAWAY INC DEL CL A8 shares0.00%2025-09-302025-11-13history
IJH ISHARES CORE S&P MID-CAP ETF86.4K shares1.06%2025-09-302025-11-13history
SPY SPDR S&P 500 ETF TRUST8.2K shares-0.36%2025-09-302025-11-13history
NVDA NVIDIA CORPORATION COM28.9K shares-8.55%2025-09-302025-11-13history
AXP AMERICAN EXPRESS CO COM14.8K shares-2.64%2025-09-302025-11-13history
FMNB FARMERS NATIONAL BANC CORP COM334.6K shares-1.06%2025-09-302025-11-13history
Sponsored
HBAN HUNTINGTON BANCSHARES INC COM276.4K shares19.62%2025-09-302025-11-13history
GE GE AEROSPACE COM NEW15.8K shares-1.99%2025-09-302025-11-13history
DE DEERE & CO COM10.0K shares0.00%2025-09-302025-11-13history
ROK ROCKWELL AUTOMATION INC COM13.1K shares-0.35%2025-09-302025-11-13history
ADP AUTOMATIC DATA PROCESSING INC COM15.3K shares-1.21%2025-09-302025-11-13history
RSP INVESCO S&P 500 EQUAL WEIGHT ETF23.1K shares1.95%2025-09-302025-11-13history
TT TRANE TECHNOLOGIES PLC SHS10.0K shares0.11%2025-09-302025-11-13history
SHW SHERWIN WILLIAMS CO COM12.0K shares-3.49%2025-09-302025-11-13history
Sponsored
MCK MCKESSON CORP COM5.3K shares-0.09%2025-09-302025-11-13history
LLY ELI LILLY & CO COM4.9K shares49.75%2025-09-302025-11-13history
CMCSA COMCAST CORP NEW CL A117.2K shares-1.45%2025-09-302025-11-13history
TDY TELEDYNE TECHNOLOGIES INC COM6.1K shares0.74%2025-09-302025-11-13history
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF146.9K shares3.34%2025-09-302025-11-13history
VIG VANGUARD DIVIDEND APPRECIATION ETF16.4K shares-5.36%2025-09-302025-11-13history
IEFA ISHARES CORE MSCI EAFE ETF39.8K shares1.02%2025-09-302025-11-13history
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF142.5K shares3.79%2025-09-302025-11-13history
Sponsored
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF135.2K shares5.35%2025-09-302025-11-13history
IBDQ ISHARES IBONDS DEC 2025 TERM CORPORATE ETF135.3K shares0.14%2025-09-302025-11-13history
FLOT ISHARES FLOATING RATE BOND ETF65.9K shares-0.60%2025-09-302025-11-13history
CIVB CIVISTA BANCSHARES INC COM NO PAR164.0K shares-1.26%2025-09-302025-11-13history
IBM INTERNATIONAL BUSINESS MACHS COM11.4K shares-0.15%2025-09-302025-11-13history
EMR EMERSON ELEC CO COM23.7K shares-0.16%2025-09-302025-11-13history
NSC NORFOLK SOUTHN CORP COM10.3K shares-0.95%2025-09-302025-11-13history
QCOM QUALCOMM INC COM18.2K shares6.99%2025-09-302025-11-13history
Sponsored
TDG TRANSDIGM GROUP INC COM2.3K shares7.69%2025-09-302025-11-13history
FCX FREEPORT-MCMORAN INC CL B75.4K shares3.69%2025-09-302025-11-13history
AXON AXON ENTERPRISE INC COM4.1K shares-1.07%2025-09-302025-11-13history
MKL MARKEL GROUP INC COM1.5K shares0.00%2025-09-302025-11-13history
WMT WALMART INC COM27.7K shares10.94%2025-09-302025-11-13history
APD AIR PRODS & CHEMS INC COM10.4K shares-0.60%2025-09-302025-11-13history
GEV GE VERNOVA INC COM4.1K shares0.15%2025-09-302025-11-13history
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF108.3K shares11.67%2025-09-302025-11-13history
Sponsored
LAMR LAMAR ADVERTISING CO NEW CL A19.8K shares0.92%2025-09-302025-11-13history
T AT&T INC COM80.2K shares-2.09%2025-09-302025-11-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS7.9K shares-8.89%2025-09-302025-11-13history
CRWD CROWDSTRIKE HLDGS INC CL A4.4K shares-8.42%2025-09-302025-11-13history
PFE PFIZER INC COM85.0K shares-15.35%2025-09-302025-11-13history
GLD SPDR GOLD SHARES6.1K shares-0.07%2025-09-302025-11-13history
VTI VANGUARD TOTAL STOCK MARKET ETF6.4K shares-0.32%2025-09-302025-11-13history
CSX CSX CORP COM58.3K shares-5.47%2025-09-302025-11-13history
Sponsored
WFC WELLS FARGO CO NEW COM24.4K shares-6.53%2025-09-302025-11-13history
D DOMINION ENERGY INC COM33.2K shares-3.36%2025-09-302025-11-13history
ORCL ORACLE CORP COM7.2K shares-3.97%2025-09-302025-11-13history
BA BOEING CO COM9.2K shares0.84%2025-09-302025-11-13history
L LOEWS CORP COM19.4K shares0.00%2025-09-302025-11-13history
FDX FEDEX CORP COM8.0K shares-0.29%2025-09-302025-11-13history
AEP AMERICAN ELEC PWR CO INC COM16.1K shares-3.21%2025-09-302025-11-13history
IVV ISHARES CORE S&P 500 ETF2.7K shares-0.11%2025-09-302025-11-13history
Sponsored
KMPR KEMPER CORP COM34.4K shares-1.15%2025-09-302025-11-13history
GD GENERAL DYNAMICS CORP COM5.2K shares0.00%2025-09-302025-11-13history
V VISA INC COM CL A5.1K shares0.00%2025-09-302025-11-13history
VZ VERIZON COMMUNICATIONS INC.38.4K shares-7.80%2025-09-302025-11-13history
SLB SLB LIMITED COM STK47.3K shares-0.56%2025-09-302025-11-13history
FITB FIFTH THIRD BANCORP COM36.0K shares-1.37%2025-09-302025-11-13history
SJM SMUCKER J M CO COM NEW13.9K shares0.03%2025-09-302025-11-13history
SHEL SHELL PLC SPON ADS19.9K shares0.00%2025-09-302025-11-13history
Sponsored
APP APPLOVIN CORP COM CL A2.0K shares47.48%2025-09-302025-11-13history
CSCO CISCO SYS INC COM20.5K shares0.18%2025-09-302025-11-13history
MS MORGAN STANLEY COM NEW8.8K shares0.11%2025-09-302025-11-13history
MDLZ MONDELEZ INTL INC CL A22.3K shares-0.55%2025-09-302025-11-13history
BDX BECTON DICKINSON & CO COM7.2K shares-4.50%2025-09-302025-11-13history
MO ALTRIA GROUP, INC.19.7K shares0.02%2025-09-302025-11-13history
AMGN AMGEN INC COM4.6K shares1.13%2025-09-302025-11-13history
VUSB VANGUARD ULTRA-SHORT BOND ETF25.6K shares0.00%2025-09-302025-11-13history
Sponsored
TKR TIMKEN CO COM17.0K shares-0.35%2025-09-302025-11-13history
MPC MARATHON PETE CORP COM6.4K shares0.06%2025-09-302025-11-13history
JCI JOHNSON CTLS INTL PLC SHS11.3K shares-2.51%2025-09-302025-11-13history
CARR CARRIER GLOBAL CORPORATION COM19.9K shares0.30%2025-09-302025-11-13history
TXN TEXAS INSTRS INC COM6.4K shares-0.45%2025-09-302025-11-13history
CPAY CORPAY INC COM SHS3.9K shares-2.48%2025-09-302025-11-13history
KEY KEYCORP COM60.5K shares19.34%2025-09-302025-11-13history
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF7.9K shares-0.27%2025-09-302025-11-13history
Sponsored
PNC PNC FINL SVCS GROUP INC COM5.4K shares15.09%2025-09-302025-11-13history
SYF SYNCHRONY FINANCIAL COM15.0K shares0.03%2025-09-302025-11-13history
BMY BRISTOL-MYERS SQUIBB CO COM23.6K shares-3.39%2025-09-302025-11-13history
VB VANGUARD SMALL-CAP ETF4.2K shares0.10%2025-09-302025-11-13history
VTV VANGUARD VALUE ETF5.6K shares1.17%2025-09-302025-11-13history
RSG REPUBLIC SVCS INC COM4.6K shares0.00%2025-09-302025-11-13history
EBC EASTERN BANKSHARES INC COM56.8K shares0.00%2025-09-302025-11-13history
HON HONEYWELL INTERNATIONAL INC.4.7K shares-5.39%2025-09-302025-11-13history
Sponsored
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF44.5K shares58.09%2025-09-302025-11-13history
TSLA TESLA INC COM2.2K shares-0.05%2025-09-302025-11-13history
IWF ISHARES RUSSELL 1000 GROWTH ETF2.0K shares-1.26%2025-09-302025-11-13history
PH PARKER-HANNIFIN CORP COM1.2K shares-1.45%2025-09-302025-11-13history
PSX PHILLIPS 66 COM6.5K shares0.12%2025-09-302025-11-13history
WMB WILLIAMS COS INC COM13.4K shares-1.13%2025-09-302025-11-13history
ISRG INTUITIVE SURGICAL INC COM NEW1.9K shares0.11%2025-09-302025-11-13history
EFA ISHARES MSCI EAFE ETF9.0K shares-13.19%2025-09-302025-11-13history
Sponsored
KMI KINDER MORGAN INC DEL COM28.9K shares0.01%2025-09-302025-11-13history
TFC TRUIST FINL CORP COM17.8K shares0.65%2025-09-302025-11-13history
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF8.7K shares54.97%2025-09-302025-11-13history
IWR ISHARES RUSSELL MIDCAP ETF8.2K shares-6.11%2025-09-302025-11-13history
AFL AFLAC INC COM6.9K shares43.75%2025-09-302025-11-13history
PANW PALO ALTO NETWORKS INC COM3.7K shares120.70%2025-09-302025-11-13history
ADSK AUTODESK INC COM2.4K shares-9.18%2025-09-302025-11-13history
VUG VANGUARD GROWTH ETF1.6K shares-1.58%2025-09-302025-11-13history
Sponsored
UPS UNITED PARCEL SERVICE INC CL B8.8K shares-1.04%2025-09-302025-11-13history
GIS GENERAL MLS INC COM14.6K shares-11.51%2025-09-302025-11-13history
VO VANGUARD MID-CAP ETF2.5K shares0.08%2025-09-302025-11-13history
LMT LOCKHEED MARTIN CORP COM1.4K shares0.00%2025-09-302025-11-13history
INTC INTEL CORP COM20.8K shares-12.04%2025-09-302025-11-13history
RPM RPM INTL INC COM5.8K shares-0.79%2025-09-302025-11-13history
IAU ISHARES GOLD TRUST9.2K shares14.42%2025-09-302025-11-13history
MMM 3M COMPANY4.3K shares0.02%2025-09-302025-11-13history
Sponsored
WBD WARNER BROS DISCOVERY INC COM SER A32.1K shares-3.93%2025-09-302025-11-13history
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF11.9K shares9.14%2025-09-302025-11-13history
PDLB Ponce Financial Group Inc.41.4K shares-7.91%2025-09-302025-11-13history
PBT PERMIAN BASIN RTY TR UNIT BEN INT31.9K shares0.00%2025-09-302025-11-13history
TIGO MILLICOM INTL CELLULAR S A COM STK11.8K shares0.00%2025-09-302025-11-13history
FOXA FOX CORP CL A COM9.0K shares-0.37%2025-09-302025-11-13history
QQQ INVESCO QQQ TRUST SERIES I943 shares1.29%2025-09-302025-11-13history
ROP ROPER TECHNOLOGIES INC COM1.1K shares0.00%2025-09-302025-11-13history
Sponsored
DUK DUKE ENERGY CORP NEW COM NEW4.4K shares0.00%2025-09-302025-11-13history
FSBW FS BANCORP INC COM13.6K shares-5.70%2025-09-302025-11-13history
ZTS ZOETIS INC CL A3.7K shares2.37%2025-09-302025-11-13history
CCNE CNB FINL CORP PA COM21.9K shares132.72%2025-09-302025-11-13history
MELI MERCADOLIBRE INC COM223 shares8.78%2025-09-302025-11-13history
UNH UNITEDHEALTH GROUP INC COM1.5K shares10.36%2025-09-302025-11-13history
PHO INVESCO WATER RESOURCES ETF7.1K shares-0.17%2025-09-302025-11-13history
BAC BANK AMERICA CORP COM9.9K shares-1.33%2025-09-302025-11-13history
Sponsored
CAH CARDINAL HEALTH INC COM3.2K shares0.00%2025-09-302025-11-13history
INDB INDEPENDENT BK CORP MASS COM7.2K sharesnew addition2025-09-302025-11-13history
FE FIRSTENERGY CORP COM10.8K shares0.04%2025-09-302025-11-13history
RMBI RICHMOND MUT BANCORPORATION COM34.6K shares0.00%2025-09-302025-11-13history
MCO MOODYS CORP COM1.0K shares0.00%2025-09-302025-11-13history
BP BP PLC SPONSORED ADR13.9K shares0.02%2025-09-302025-11-13history
ELS EQUITY LIFESTYLE PPTYS INC COM7.8K shares-2.19%2025-09-302025-11-13history
CINF CINCINNATI FINL CORP COM3.0K shares0.00%2025-09-302025-11-13history
Sponsored
NEE NEXTERA ENERGY INC COM6.3K shares-13.81%2025-09-302025-11-13history
SO SOUTHERN CO COM4.9K shares0.00%2025-09-302025-11-13history
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN12.7K shares0.00%2025-09-302025-11-13history
XLE ENERGY SELECT SECTOR SPDR FUND5.2K shares0.00%2025-09-302025-11-13history
TMO THERMO FISHER SCIENTIFIC INC COM949 shares1.06%2025-09-302025-11-13history
UL UNILEVER PLC SPON ADR NEW7.7K shares0.00%2025-09-302025-11-13history
COF CAPITAL ONE FINL CORP COM2.1K shares0.09%2025-09-302025-11-13history
WM WASTE MGMT INC DEL COM2.0K shares-1.26%2025-09-302025-11-13history
Sponsored
BBT BEACON FINANCIAL CORP. COM18.9K shares61.64%2025-09-302025-11-13history
IWM ISHARES RUSSELL 2000 ETF1.8K shares-26.25%2025-09-302025-11-13history
BSX BOSTON SCIENTIFIC CORP COM4.5K sharesnew addition2025-09-302025-11-13history
SBUX STARBUCKS CORP COM5.1K shares-1.74%2025-09-302025-11-13history
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND4.3K shares-10.32%2025-09-302025-11-13history
GABC GERMAN AMERN BANCORP INC COM10.8K shares0.00%2025-09-302025-11-13history
XLI INDUSTRIAL SELECT SECTOR SPDR FUND2.8K shares0.00%2025-09-302025-11-13history
QUAL ISHARES MSCI USA QUALITY FACTOR ETF2.2K shares0.18%2025-09-302025-11-13history
Sponsored
GDX VANECK GOLD MINERS ETF5.5K shares0.00%2025-09-302025-11-13history
TSCO TRACTOR SUPPLY CO COM7.3K shares-6.39%2025-09-302025-11-13history
VWO VANGUARD FTSE EMERGING MARKETS ETF7.6K shares-0.66%2025-09-302025-11-13history
OEF ISHARES S&P 100 ETF1.2K shares0.00%2025-09-302025-11-13history
EQT EQT CORP COM7.3K shares69.96%2025-09-302025-11-13history
VV VANGUARD LARGE-CAP ETF1.3K shares0.16%2025-09-302025-11-13history
NOW SERVICENOW INC COM424 shares-10.92%2025-09-302025-11-13history
MSTR STRATEGY INC CL A NEW1.2K shares-1.40%2025-09-302025-11-13history
Sponsored
MDT MEDTRONIC PLC SHS4.0K shares-0.37%2025-09-302025-11-13history
PR PERMIAN RESOURCES CORP CLASS A COM29.1K shares0.00%2025-09-302025-11-13history
CME CME GROUP INC COM1.4K shares0.00%2025-09-302025-11-13history
ITW ILLINOIS TOOL WKS INC COM1.4K shares-1.47%2025-09-302025-11-13history
GILD GILEAD SCIENCES INC COM3.3K shares-0.09%2025-09-302025-11-13history
KKR KKR & CO INC COM2.8K shares0.11%2025-09-302025-11-13history
WEC WEC ENERGY GROUP INC COM3.1K shares3.00%2025-09-302025-11-13history
MTB M & T BK CORP COM1.8K shares0.00%2025-09-302025-11-13history
Sponsored
PYPL PAYPAL HLDGS INC COM5.1K shares-0.25%2025-09-302025-11-13history
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF5.2K shares-23.47%2025-09-302025-11-13history
NVS NOVARTIS AG SPONSORED ADR2.6K shares0.00%2025-09-302025-11-13history
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND4.1K shares0.00%2025-09-302025-11-13history
FBTC FIDELITY WISE ORIGIN BITCOIN FUND3.2K shares0.00%2025-09-302025-11-13history
CVS CVS HEALTH CORP COM4.2K shares-0.10%2025-09-302025-11-13history
DGRO ISHARES CORE DIVIDEND GROWTH ETF4.6K shares0.17%2025-09-302025-11-13history
KMB KIMBERLY-CLARK CORP COM2.5K shares-0.88%2025-09-302025-11-13history
Sponsored
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF2.1K shares-1.81%2025-09-302025-11-13history
ULTA ULTA BEAUTY INC COM562 sharesnew addition2025-09-302025-11-13history
GLW CORNING INC COM3.7K shares-18.16%2025-09-302025-11-13history
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK4.1K shares-7.91%2025-09-302025-11-13history
ACN ACCENTURE PLC IRELAND SHS CLASS A1.2K shares-1.36%2025-09-302025-11-13history
CZWI CITIZENS CMNTY BANCORP INC MD COM18.8K shares0.00%2025-09-302025-11-13history
VOO VANGUARD S&P 500 ETF485 shares11.75%2025-09-302025-11-13history
SDY STATE STREET SPDR S&P DIVIDEND ETF2.1K shares0.00%2025-09-302025-11-13history
Sponsored
TGT TARGET CORP COM3.3K shares-7.86%2025-09-302025-11-13history
MTUS METALLUS INC COM17.5K shares-2.99%2025-09-302025-11-13history
ETHA ISHARES ETHEREUM TRUST ETF9.0K sharesnew addition2025-09-302025-11-13history
PLAY DAVE & BUSTERS ENTMT INC COM15.7K shares0.00%2025-09-302025-11-13history
XLU UTILITIES SELECT SECTOR SPDR FUND3.2K shares0.03%2025-09-302025-11-13history
ENB ENBRIDGE INC COM5.4K shares3.12%2025-09-302025-11-13history
UBER UBER TECHNOLOGIES INC COM2.8K shares-0.22%2025-09-302025-11-13history
SATS ECHOSTAR CORP CL A3.6K sharesnew addition2025-09-302025-11-13history
Sponsored
AVAV AEROVIRONMENT INC COM858 sharesnew addition2025-09-302025-11-13history
ELV ELEVANCE HEALTH INC FORMERLY A COM825 shares0.00%2025-09-302025-11-13history
AZO AUTOZONE INC COM62 shares0.00%2025-09-302025-11-13history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF4.4K shares0.00%2025-09-302025-11-13history
SU SUNCOR ENERGY INC NEW COM6.2K shares5.54%2025-09-302025-11-13history
SOLV SOLVENTUM CORP COM SHS3.5K sharesnew addition2025-09-302025-11-13history
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST552 shares0.18%2025-09-302025-11-13history
K KELLANOVA COM3.1K shares0.03%2025-09-302025-11-13history
Sponsored
HSIC HENRY SCHEIN INC COM3.8K shares21.19%2025-09-302025-11-13history
IOO ISHARES GLOBAL 100 ETF2.1K shares0.00%2025-09-302025-11-13history
MET METLIFE INC COM3.0K shares-2.88%2025-09-302025-11-13history
ETHW BITWISE ETHEREUM ETF8.3K sharesnew addition2025-09-302025-11-13history
FBIZ FIRST BUSINESS FINL SVCS INC W COM4.8K shares0.00%2025-09-302025-11-13history
NUE NUCOR CORP COM1.8K shares-9.58%2025-09-302025-11-13history
CL COLGATE PALMOLIVE CO COM3.0K shares0.00%2025-09-302025-11-13history
PBE INVESCO BIOTECHNOLOGY & GENOME ETF3.4K shares0.00%2025-09-302025-11-13history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF3.6K shares-25.93%2025-09-302025-11-13history
AWK AMERICAN WTR WKS CO INC NEW COM1.7K shares0.00%2025-09-302025-11-13history
KVUE KENVUE INC COM14.4K shares-8.45%2025-09-302025-11-13history
CNP CENTERPOINT ENERGY INC COM6.0K shares-1.53%2025-09-302025-11-13history
HTB HOMETRUST BANCSHARES INC COM5.7K shares-16.18%2025-09-302025-11-13history
USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.4K shares0.00%2025-09-302025-11-13history
ORRF ORRSTOWN FINL SVCS INC COM6.7K shares0.00%2025-09-302025-11-13history
DRI DARDEN RESTAURANTS INC COM1.2K shares-1.24%2025-09-302025-11-13history
Sponsored
INTU INTUIT COM334 shares-1.18%2025-09-302025-11-13history
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF10.1K shares11.47%2025-09-302025-11-13history
OKE ONEOK INC NEW COM3.1K shares9.14%2025-09-302025-11-13history
USB US BANCORP DEL COM NEW4.6K shares-2.41%2025-09-302025-11-13history
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF2.1K sharesnew addition2025-09-302025-11-13history
CMG CHIPOTLE MEXICAN GRILL INC COM5.5K shares2.26%2025-09-302025-11-13history
AMAT APPLIED MATLS INC COM1.0K sharesnew addition2025-09-302025-11-13history
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF4.2K sharesnew addition2025-09-302025-11-13history
Sponsored
ST SENSATA TECHNOLOGIES HLDG PLC SHS6.8K shares-41.73%2025-09-302025-11-13history
DD DUPONT DE NEMOURS INC COM2.6K sharesnew addition2025-09-302025-11-13history
WNEB WESTERN NEW ENG BANCORP INC COM11.9K shares0.00%2025-09-302025-11-13history
BSBK BOGOTA FINL CORP COM15.3K shares0.00%2025-09-302025-11-13history
LOAN MANHATTAN BRDG CAP INC COM114.1K shares-6.82%2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available