The Analysis of Berger Financial Group, Inc's Holdings

Currently, Berger Financial Group, Inc holds 439 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in UNH (+13.8K shares, valued at $4.8M), GEW (+84.3K shares, valued at $4.2M), QCOM (+19.2K shares, valued at $3.2M); decreased their positions in DLN (-14.7K shares, valued at $1.3M), SPY (-1.7K shares, valued at $1.1M), VEA (-14.6K shares, valued at $874.5K); initiated new positions in GEW (+84.3K shares, valued at $4.2M), GMUB (+62.4K shares, valued at $3.2M), HSIC (+44.9K shares, valued at $3.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR3.1M shares1.05%2025-09-302025-10-14

PJFG PGIM ETF TR724.4K shares1.02%2025-09-302025-10-14

SCHG SCHWAB STRATEGIC TR2.3M shares-0.17%2025-09-302025-10-14

JBND J P MORGAN EXCHANGE TRADED F1.3M shares1.45%2025-09-302025-10-14

SCHX SCHWAB STRATEGIC TR2.4M shares2.40%2025-09-302025-10-14

LMBS FIRST TR EXCHANGE-TRADED FD1.0M shares2.07%2025-09-302025-10-14

AAPL APPLE INC163.5K shares-0.84%2025-09-302025-10-14

JCPB J P MORGAN EXCHANGE TRADED F845.4K shares0.69%2025-09-302025-10-14

Sponsored

HTRB HARTFORD FDS EXCHANGE TRADED845.6K shares1.28%2025-09-302025-10-14

PYLD PIMCO ETF TR1.0M shares1.49%2025-09-302025-10-14

NVDA NVIDIA CORPORATION129.8K shares-1.06%2025-09-302025-10-14

DFAI DIMENSIONAL ETF TRUST621.6K shares1.55%2025-09-302025-10-14

DFAE DIMENSIONAL ETF TRUST692.2K shares0.89%2025-09-302025-10-14

AGG ISHARES TR216.3K shares0.95%2025-09-302025-10-14

MSFT MICROSOFT CORP40.5K shares-0.06%2025-09-302025-10-14

HODL VANECK BITCOIN ETF644.3K shares3.61%2025-09-302025-10-14

Sponsored

AMZN AMAZON COM INC94.4K shares-0.42%2025-09-302025-10-14

FBT FIRST TR EXCHANGE-TRADED FD115.5K shares2.19%2025-09-302025-10-14

CHRW C H ROBINSON WORLDWIDE INC156.3K shares-1.58%2025-09-302025-10-14

VUG VANGUARD INDEX FDS35.9K shares4.12%2025-09-302025-10-14

SPY SPDR S&P 500 ETF TR24.7K shares-6.52%2025-09-302025-10-14

VOO VANGUARD INDEX FDS26.6K shares-0.88%2025-09-302025-10-14

GOOGL ALPHABET INC65.6K shares-0.43%2025-09-302025-10-14

AVSC AMERICAN CENTY ETF TR270.3K shares0.77%2025-09-302025-10-14

Sponsored

AVMC AMERICAN CENTY ETF TR220.9K shares0.81%2025-09-302025-10-14

VTV VANGUARD INDEX FDS81.3K shares2.97%2025-09-302025-10-14

AVEM AMERICAN CENTY ETF TR200.9K shares2.34%2025-09-302025-10-14

FEOE RBB FUND TRUST326.0K shares2.85%2025-09-302025-10-14

NPFI NUSHARES ETF TR518.9K shares2.10%2025-09-302025-10-14

COST COSTCO WHSL CORP NEW14.3K shares-0.24%2025-09-302025-10-14

QQQ INVESCO QQQ TR22.0K shares3.49%2025-09-302025-10-14

HWKN HAWKINS INC70.0K shares0.00%2025-09-302025-10-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS38.2K shares17.38%2025-09-302025-10-14

MA MASTERCARD INCORPORATED18.6K shares-1.54%2025-09-302025-10-14

SMMD ISHARES TR142.5K shares2.63%2025-09-302025-10-14

V VISA INC28.5K shares-1.89%2025-09-302025-10-14

MU MICRON TECHNOLOGY INC56.7K shares-0.35%2025-09-302025-10-14

JNJ JOHNSON & JOHNSON49.8K shares-0.18%2025-09-302025-10-14

WMT WALMART INC89.2K shares-0.08%2025-09-302025-10-14

LMT LOCKHEED MARTIN CORP17.5K shares0.44%2025-09-302025-10-14

Sponsored

EMB ISHARES TR87.1K shares1.22%2025-09-302025-10-14

PREF PRINCIPAL EXCHANGE TRADED FD430.3K shares1.19%2025-09-302025-10-14

TEL TE CONNECTIVITY PLC37.1K shares-1.88%2025-09-302025-10-14

UJUN INNOVATOR ETFS TRUST216.7K shares-2.59%2025-09-302025-10-14

T AT&T INC276.1K shares-0.32%2025-09-302025-10-14

FESM FIDELITY COVINGTON TRUST210.1K shares3.16%2025-09-302025-10-14

LDOS LEIDOS HOLDINGS INC39.1K shares-0.61%2025-09-302025-10-14

COR CENCORA INC23.1K shares0.06%2025-09-302025-10-14

Sponsored

DFAC DIMENSIONAL ETF TRUST186.4K shares-0.90%2025-09-302025-10-14

TJX TJX COS INC NEW48.4K shares0.33%2025-09-302025-10-14

FFIV F5 INC21.6K shares-0.93%2025-09-302025-10-14

HIG HARTFORD INSURANCE GROUP INC52.1K shares-0.59%2025-09-302025-10-14

IJUL INNOVATOR ETFS TRUST211.0K shares6.14%2025-09-302025-10-14

ALL ALLSTATE CORP32.1K shares0.79%2025-09-302025-10-14

GILD GILEAD SCIENCES INC61.6K shares-0.19%2025-09-302025-10-14

L LOEWS CORP68.0K shares-0.00%2025-09-302025-10-14

Sponsored

DFCF DIMENSIONAL ETF TRUST156.3K shares13.11%2025-09-302025-10-14

FE FIRSTENERGY CORP144.3K shares0.62%2025-09-302025-10-14

LYV LIVE NATION ENTERTAINMENT IN39.5K shares0.15%2025-09-302025-10-14

NWSA NEWS CORP NEW208.8K shares0.42%2025-09-302025-10-14

PEP PEPSICO INC44.8K shares0.92%2025-09-302025-10-14

EXPD EXPEDITORS INTL WASH INC50.9K shares0.41%2025-09-302025-10-14

APA APA CORPORATION255.5K shares1.30%2025-09-302025-10-14

VICI VICI PPTYS INC189.9K shares0.58%2025-09-302025-10-14

Sponsored

CB CHUBB LIMITED21.9K shares0.90%2025-09-302025-10-14

J JACOBS SOLUTIONS INC41.1K shares1.06%2025-09-302025-10-14

ADSK AUTODESK INC19.2K shares1.01%2025-09-302025-10-14

VTI VANGUARD INDEX FDS18.2K shares-1.16%2025-09-302025-10-14

IWY ISHARES TR21.7K shares-0.94%2025-09-302025-10-14

SCHF SCHWAB STRATEGIC TR254.9K shares8.45%2025-09-302025-10-14

TSLA TESLA INC12.9K shares-2.91%2025-09-302025-10-14

IPG INTERPUBLIC GROUP COS INC202.6K shares0.45%2025-09-302025-10-14

Sponsored

BND VANGUARD BD INDEX FDS75.8K shares-2.55%2025-09-302025-10-14

HD HOME DEPOT INC13.7K shares-0.47%2025-09-302025-10-14

WDAY WORKDAY INC22.0K shares1.02%2025-09-302025-10-14

LLY ELI LILLY & CO6.8K shares0.76%2025-09-302025-10-14

EOG EOG RES INC44.9K shares1.02%2025-09-302025-10-14

UNH UNITEDHEALTH GROUP INC14.5K shares1974.71%2025-09-302025-10-14

CMCSA COMCAST CORP NEW158.6K shares0.60%2025-09-302025-10-14

CTSH COGNIZANT TECHNOLOGY SOLUTIO74.0K shares1.93%2025-09-302025-10-14

Sponsored

FTNT FORTINET INC58.5K shares1.26%2025-09-302025-10-14

AVY AVERY DENNISON CORP29.9K shares0.49%2025-09-302025-10-14

ELV ELEVANCE HEALTH INC FORMERLY14.8K shares1.61%2025-09-302025-10-14

CDW CDW CORP29.8K shares0.70%2025-09-302025-10-14

XLU SELECT SECTOR SPDR TR54.3K shares3.19%2025-09-302025-10-14

BSCS INVESCO EXCH TRD SLF IDX FD229.5K shares-0.29%2025-09-302025-10-14

ABBV ABBVIE INC20.0K shares41.15%2025-09-302025-10-14

CION CION INVT CORP484.9K shares-0.52%2025-09-302025-10-14

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET114.7K shares-0.28%2025-09-302025-10-14

IRT INDEPENDENCE RLTY TR INC259.0K shares-7.67%2025-09-302025-10-14

GEW EA SERIES TRUST84.3K sharesnew addition2025-09-302025-10-14

MGK VANGUARD WORLD FD10.5K shares74.09%2025-09-302025-10-14

EFG ISHARES TR36.4K shares13.70%2025-09-302025-10-14

JPEM J P MORGAN EXCHANGE TRADED F69.2K shares6.67%2025-09-302025-10-14

META META PLATFORMS INC5.5K shares7.48%2025-09-302025-10-14

BSCR INVESCO EXCH TRD SLF IDX FD200.0K shares-2.60%2025-09-302025-10-14

Sponsored

EJUL INNOVATOR ETFS TRUST136.1K shares3.70%2025-09-302025-10-14

JPM JPMORGAN CHASE & CO.12.4K shares0.28%2025-09-302025-10-14

QCOM QUALCOMM INC22.6K shares566.97%2025-09-302025-10-14

VEA VANGUARD TAX-MANAGED FDS62.8K shares-18.86%2025-09-302025-10-14

BA BOEING CO17.1K shares-0.92%2025-09-302025-10-14

GOOG ALPHABET INC15.1K shares1.93%2025-09-302025-10-14

BSCQ INVESCO EXCH TRD SLF IDX FD180.2K shares-3.35%2025-09-302025-10-14

FICO FAIR ISAAC CORP2.3K shares-0.13%2025-09-302025-10-14

Sponsored

AVGO BROADCOM INC10.5K shares1.94%2025-09-302025-10-14

UDEC INNOVATOR ETFS TRUST87.8K shares-7.25%2025-09-302025-10-14

GDDY GODADDY INC24.2K shares6.38%2025-09-302025-10-14

GMUB GOLDMAN SACHS ETF TR62.4K sharesnew addition2025-09-302025-10-14

BSCP INVESCO EXCH TRD SLF IDX FD150.2K shares-16.16%2025-09-302025-10-14

UAPR INNOVATOR ETFS TRUST96.1K shares-9.45%2025-09-302025-10-14

XEL XCEL ENERGY INC37.9K shares3.88%2025-09-302025-10-14

CHD CHURCH & DWIGHT CO INC34.1K shares-1.41%2025-09-302025-10-14

Sponsored

HSIC HENRY SCHEIN INC44.9K sharesnew addition2025-09-302025-10-14

DFUS DIMENSIONAL ETF TRUST40.5K shares5.83%2025-09-302025-10-14

BSVO EA SERIES TRUST126.0K shares0.00%2025-09-302025-10-14

XLP SELECT SECTOR SPDR TR34.0K shares-1.27%2025-09-302025-10-14

DFAW DIMENSIONAL ETF TRUST36.7K shares3.63%2025-09-302025-10-14

DCI DONALDSON INC30.5K shares-0.97%2025-09-302025-10-14

FLQM FRANKLIN TEMPLETON ETF TR43.0K shares-1.84%2025-09-302025-10-14

XLK SELECT SECTOR SPDR TR8.6K shares3.80%2025-09-302025-10-14

Sponsored

FI FISERV INC18.2K shares-0.91%2025-09-302025-10-14

CRWD CROWDSTRIKE HLDGS INC4.8K shares-0.31%2025-09-302025-10-14

HNDL STRATEGY SHS104.9K shares-2.28%2025-09-302025-10-14

INTU INTUIT3.4K shares-1.17%2025-09-302025-10-14

UAUG INNOVATOR ETFS TRUST58.1K shares-18.09%2025-09-302025-10-14

GSST GOLDMAN SACHS ETF TR45.0K shares57.07%2025-09-302025-10-14

KJUL INNOVATOR ETFS TRUST73.0K shares0.18%2025-09-302025-10-14

UJUL INNOVATOR ETFS TRUST59.1K shares233.52%2025-09-302025-10-14

Sponsored

DFIC DIMENSIONAL ETF TRUST68.6K shares0.71%2025-09-302025-10-14

CGCB CAPITAL GRP FIXED INCM ETF T84.6K shares18.38%2025-09-302025-10-14

IVV ISHARES TR3.3K shares16.47%2025-09-302025-10-14

RISR TIDAL TRUST I60.4K sharesnew addition2025-09-302025-10-14

TMO THERMO FISHER SCIENTIFIC INC4.4K shares-1.73%2025-09-302025-10-14

DFAS DIMENSIONAL ETF TRUST31.3K shares-1.62%2025-09-302025-10-14

NFLX NETFLIX INC1.8K shares-4.59%2025-09-302025-10-14

VWO VANGUARD INTL EQUITY INDEX F38.9K shares-8.14%2025-09-302025-10-14

Sponsored

SCHV SCHWAB STRATEGIC TR72.2K shares4.71%2025-09-302025-10-14

XLV SELECT SECTOR SPDR TR14.8K shares-1.48%2025-09-302025-10-14

RSPH INVESCO EXCHANGE TRADED FD T69.8K shares-7.79%2025-09-302025-10-14

UFEB INNOVATOR ETFS TRUST57.2K shares0.00%2025-09-302025-10-14

ORCL ORACLE CORP7.0K shares0.87%2025-09-302025-10-14

VB VANGUARD INDEX FDS7.7K shares4.08%2025-09-302025-10-14

VV VANGUARD INDEX FDS6.2K shares0.00%2025-09-302025-10-14

XOM EXXON MOBIL CORP16.8K shares3.43%2025-09-302025-10-14

Sponsored

XT ISHARES TR26.4K shares-2.49%2025-09-302025-10-14

SGOV ISHARES TR18.8K shares6.34%2025-09-302025-10-14

PH PARKER-HANNIFIN CORP2.5K shares-0.08%2025-09-302025-10-14

BOND PIMCO ETF TR20.0K shares30.55%2025-09-302025-10-14

ISRG INTUITIVE SURGICAL INC4.1K shares-1.44%2025-09-302025-10-14

MDT MEDTRONIC PLC19.0K shares-2.60%2025-09-302025-10-14

ABT ABBOTT LABS13.1K shares66.76%2025-09-302025-10-14

EFAV ISHARES TR20.6K shares-0.54%2025-09-302025-10-14

Sponsored

DLN WISDOMTREE TR20.0K shares-42.32%2025-09-302025-10-14

DFAU DIMENSIONAL ETF TRUST37.2K shares30.48%2025-09-302025-10-14

MOAT VANECK ETF TRUST17.1K shares0.23%2025-09-302025-10-14

DFAX DIMENSIONAL ETF TRUST54.1K shares-0.86%2025-09-302025-10-14

MMM 3M CO10.8K shares-4.27%2025-09-302025-10-14

IDEC INNOVATOR ETFS TRUST53.5K shares-5.82%2025-09-302025-10-14

DBL DOUBLELINE OPPORTUNISTIC CR105.5K sharesnew addition2025-09-302025-10-14

IJUN INNOVATOR ETFS TRUST57.0K shares0.34%2025-09-302025-10-14

Sponsored

SYK STRYKER CORPORATION4.4K shares0.39%2025-09-302025-10-14

FBND FIDELITY MERRIMACK STR TR34.3K shares0.22%2025-09-302025-10-14

PANW PALO ALTO NETWORKS INC7.7K shares-0.49%2025-09-302025-10-14

IAPR INNOVATOR ETFS TRUST51.7K shares-2.88%2025-09-302025-10-14

VGT VANGUARD WORLD FD2.1K shares-0.95%2025-09-302025-10-14

JEPI J P MORGAN EXCHANGE TRADED F27.2K shares97.55%2025-09-302025-10-14

JPIB J P MORGAN EXCHANGE TRADED F31.5K shares8.62%2025-09-302025-10-14

IQLT ISHARES TR34.7K shares6.33%2025-09-302025-10-14

Sponsored

RPG INVESCO EXCHANGE TRADED FD T31.5K shares-1.43%2025-09-302025-10-14

USSH WISDOMTREE TR29.6K shares46.66%2025-09-302025-10-14

CAT CATERPILLAR INC3.1K shares-4.45%2025-09-302025-10-14

IOCT INNOVATOR ETFS TRUST43.7K shares-12.03%2025-09-302025-10-14

PG PROCTER AND GAMBLE CO9.3K shares-0.53%2025-09-302025-10-14

EOCT INNOVATOR ETFS TRUST44.5K shares-1.68%2025-09-302025-10-14

GLD SPDR GOLD TR3.8K shares18.41%2025-09-302025-10-14

JMUB J P MORGAN EXCHANGE TRADED F26.7K shares-9.64%2025-09-302025-10-14

Sponsored

DFIV DIMENSIONAL ETF TRUST27.9K shares0.04%2025-09-302025-10-14

SSO PROSHARES TR11.4K shares0.00%2025-09-302025-10-14

USEP INNOVATOR ETFS TRUST33.2K shares21.12%2025-09-302025-10-14

TSM TAIWAN SEMICONDUCTOR MFG LTD4.6K shares9.73%2025-09-302025-10-14

FNDX SCHWAB STRATEGIC TR48.6K shares-3.68%2025-09-302025-10-14

GBTC GRAYSCALE BITCOIN TRUST ETF14.1K shares-13.73%2025-09-302025-10-14

TECH BIO-TECHNE CORP22.2K shares0.00%2025-09-302025-10-14

BTC GRAYSCALE BITCOIN MINI TR ET24.4K shares4.02%2025-09-302025-10-14

Sponsored

IBTF ISHARES TR52.2K shares-19.67%2025-09-302025-10-14

BMO BANK MONTREAL QUE9.3K shares-1.90%2025-09-302025-10-14

OPRT OPORTUN FINL CORP196.5K shares0.00%2025-09-302025-10-14

UMAR INNOVATOR ETFS TRUST30.8K shares0.00%2025-09-302025-10-14

WFC WELLS FARGO CO NEW14.1K shares-5.25%2025-09-302025-10-14

LNC LINCOLN NATL CORP IND29.3K shares-0.01%2025-09-302025-10-14

BBAG J P MORGAN EXCHANGE TRADED F24.6K shares-10.18%2025-09-302025-10-14

BSX BOSTON SCIENTIFIC CORP11.2K shares-1.80%2025-09-302025-10-14

Sponsored

IGSB ISHARES TR20.4K shares59.80%2025-09-302025-10-14

AMGN AMGEN INC3.8K shares0.45%2025-09-302025-10-14

VIG VANGUARD SPECIALIZED FUNDS4.9K shares-2.86%2025-09-302025-10-14

KRE SPDR SERIES TRUST16.7K shares-16.31%2025-09-302025-10-14

VLO VALERO ENERGY CORP6.2K shares-0.65%2025-09-302025-10-14

GD GENERAL DYNAMICS CORP3.1K shares0.59%2025-09-302025-10-14

GS GOLDMAN SACHS GROUP INC1.3K shares-1.28%2025-09-302025-10-14

FAST FASTENAL CO21.1K shares35.94%2025-09-302025-10-14

Sponsored

ETN EATON CORP PLC2.8K shares137.40%2025-09-302025-10-14

HON HONEYWELL INTL INC4.9K shares-5.72%2025-09-302025-10-14

RZG INVESCO EXCHANGE TRADED FD T18.8K shares-0.01%2025-09-302025-10-14

GINN GOLDMAN SACHS ETF TR13.8K shares-6.78%2025-09-302025-10-14

NEE NEXTERA ENERGY INC13.5K shares-4.76%2025-09-302025-10-14

DFLV DIMENSIONAL ETF TRUST30.9K shares-1.73%2025-09-302025-10-14

MDY SPDR S&P MIDCAP 400 ETF TR1.7K shares0.00%2025-09-302025-10-14

USFR WISDOMTREE TR20.1K shares13.47%2025-09-302025-10-14

Sponsored

XYLD GLOBAL X FDS25.3K shares0.06%2025-09-302025-10-14

GE GE AEROSPACE3.2K shares-1.46%2025-09-302025-10-14

KO COCA COLA CO14.7K shares0.16%2025-09-302025-10-14

SUB ISHARES TR9.0K shares81.10%2025-09-302025-10-14

MS MORGAN STANLEY6.0K shares-0.10%2025-09-302025-10-14

MCD MCDONALDS CORP3.1K shares18.56%2025-09-302025-10-14

CSCO CISCO SYS INC13.7K shares-3.14%2025-09-302025-10-14

RCL ROYAL CARIBBEAN GROUP2.9K shares-11.89%2025-09-302025-10-14

Sponsored

IAU ISHARES GOLD TR12.7K shares114.51%2025-09-302025-10-14

POCT INNOVATOR ETFS TRUST21.4K sharesnew addition2025-09-302025-10-14

IJAN INNOVATOR ETFS TRUST26.1K shares-20.15%2025-09-302025-10-14

KAPR INNOVATOR ETFS TRUST26.8K shares-3.91%2025-09-302025-10-14

VXUS VANGUARD STAR FDS12.4K shares-1.47%2025-09-302025-10-14

GIS GENERAL MLS INC17.9K shares-24.43%2025-09-302025-10-14

TRV TRAVELERS COMPANIES INC3.1K shares-0.71%2025-09-302025-10-14

SPYM SPDR SERIES TRUST10.9K shares0.26%2025-09-302025-10-14

Sponsored

ISTB ISHARES TR16.4K shares-1.69%2025-09-302025-10-14

PM PHILIP MORRIS INTL INC4.9K shares-0.18%2025-09-302025-10-14

CM CANADIAN IMPERIAL BANK OF CO10.0K shares-0.90%2025-09-302025-10-14

XMHQ INVESCO EXCHANGE TRADED FD T7.5K shares-0.95%2025-09-302025-10-14

DFUV DIMENSIONAL ETF TRUST17.3K shares0.02%2025-09-302025-10-14

DFAT DIMENSIONAL ETF TRUST13.2K shares0.00%2025-09-302025-10-14

UNP UNION PAC CORP3.2K shares-6.11%2025-09-302025-10-14

GPIQ GOLDMAN SACHS ETF TR14.4K shares0.00%2025-09-302025-10-14

Sponsored

CEG CONSTELLATION ENERGY CORP2.3K shares1.78%2025-09-302025-10-14

BAC BANK AMERICA CORP14.5K shares2.30%2025-09-302025-10-14

IDEV ISHARES TR9.3K shares0.00%2025-09-302025-10-14

RSPU INVESCO EXCHANGE TRADED FD T9.7K shares0.23%2025-09-302025-10-14

FPE FIRST TR EXCH TRADED FD III40.7K shares-1.67%2025-09-302025-10-14

AXP AMERICAN EXPRESS CO2.2K shares1.41%2025-09-302025-10-14

APP APPLOVIN CORP1.0K shares9.13%2025-09-302025-10-14

RSPT INVESCO EXCHANGE TRADED FD T16.4K shares0.01%2025-09-302025-10-14

Sponsored

WMB WILLIAMS COS INC11.5K shares0.73%2025-09-302025-10-14

TGT TARGET CORP8.1K shares32.08%2025-09-302025-10-14

IVW ISHARES TR6.0K shares1.59%2025-09-302025-10-14

PLTR PALANTIR TECHNOLOGIES INC3.9K shares16.79%2025-09-302025-10-14

SPTM SPDR SERIES TRUST8.7K shares-8.17%2025-09-302025-10-14

MRK MERCK & CO INC8.3K shares-4.97%2025-09-302025-10-14

AMD ADVANCED MICRO DEVICES INC4.3K shares1.13%2025-09-302025-10-14

ECL ECOLAB INC2.5K shares-2.34%2025-09-302025-10-14

Sponsored

SO SOUTHERN CO7.1K shares0.00%2025-09-302025-10-14

SHY ISHARES TR8.1K shares42.08%2025-09-302025-10-14

DIVO AMPLIFY ETF TR14.9K shares2.17%2025-09-302025-10-14

CGMU CAPITAL GRP FIXED INCM ETF T24.2K shares-1.68%2025-09-302025-10-14

SPDW SPDR INDEX SHS FDS15.4K shares-9.21%2025-09-302025-10-14

VCSH VANGUARD SCOTTSDALE FDS8.1K shares0.99%2025-09-302025-10-14

UCON FIRST TR EXCHNG TRADED FD VI25.5K shares0.53%2025-09-302025-10-14

CVX CHEVRON CORP NEW4.1K shares2.39%2025-09-302025-10-14

Sponsored

WWW WOLVERINE WORLD WIDE INC23.0K shares0.00%2025-09-302025-10-14

COWZ PACER FDS TR10.9K shares1.46%2025-09-302025-10-14

CASY CASEYS GEN STORES INC1.1K shares0.18%2025-09-302025-10-14

XLRE SELECT SECTOR SPDR TR14.5K shares-3.66%2025-09-302025-10-14

IEMG ISHARES INC9.2K shares1.34%2025-09-302025-10-14

GEV GE VERNOVA INC986 shares-0.30%2025-09-302025-10-14

IWM ISHARES TR2.5K shares100.64%2025-09-302025-10-14

IWF ISHARES TR1.3K shares28.28%2025-09-302025-10-14

Sponsored

SLV ISHARES SILVER TR13.8K shares18.06%2025-09-302025-10-14

FFIN FIRST FINL BANKSHARES INC17.4K shares0.00%2025-09-302025-10-14

DIS DISNEY WALT CO5.1K shares1.22%2025-09-302025-10-14

XLE SELECT SECTOR SPDR TR6.4K shares-1.95%2025-09-302025-10-14

VT VANGUARD INTL EQUITY INDEX F4.1K shares37.40%2025-09-302025-10-14

EPS WISDOMTREE TR8.1K shares0.00%2025-09-302025-10-14

LQD ISHARES TR5.0K shares18.88%2025-09-302025-10-14

DEM WISDOMTREE TR12.0K shares10.54%2025-09-302025-10-14

Sponsored

XOP SPDR SERIES TRUST4.2K sharesnew addition2025-09-302025-10-14

AEE AMEREN CORP5.1K shares0.00%2025-09-302025-10-14

ISEP INNOVATOR ETFS TRUST16.7K shares-0.97%2025-09-302025-10-14

SCMB SCHWAB STRATEGIC TR20.7K shares0.09%2025-09-302025-10-14

COIN COINBASE GLOBAL INC1.6K shares-4.92%2025-09-302025-10-14

RSPF INVESCO EXCHANGE TRADED FD T6.7K shares0.01%2025-09-302025-10-14

UOCT INNOVATOR ETFS TRUST13.3K shares-52.51%2025-09-302025-10-14

ANET ARISTA NETWORKS INC3.5K shares0.26%2025-09-302025-10-14

Sponsored

SMH VANECK ETF TRUST1.6K shares1.69%2025-09-302025-10-14

VFH VANGUARD WORLD FD3.9K shares0.00%2025-09-302025-10-14

RSP INVESCO EXCHANGE TRADED FD T2.7K shares2.61%2025-09-302025-10-14

MO ALTRIA GROUP INC7.7K shares0.35%2025-09-302025-10-14

XLI SELECT SECTOR SPDR TR3.2K shares0.00%2025-09-302025-10-14

BNDI NEOS ETF TRUST10.3K shares11.70%2025-09-302025-10-14

JIRE J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2025-09-302025-10-14

IAUG INNOVATOR ETFS TRUST17.1K shares-3.92%2025-09-302025-10-14

Sponsored

SBUX STARBUCKS CORP5.6K shares-3.63%2025-09-302025-10-14

SPLV INVESCO EXCH TRADED FD TR II6.5K shares-2.27%2025-09-302025-10-14

CRM SALESFORCE INC2.0K shares-6.73%2025-09-302025-10-14

KLAC KLA CORP437 shares16.84%2025-09-302025-10-14

SCHM SCHWAB STRATEGIC TR15.8K shares-2.89%2025-09-302025-10-14

IEFA ISHARES TR5.4K shares0.24%2025-09-302025-10-14

VZ VERIZON COMMUNICATIONS INC10.5K shares-3.34%2025-09-302025-10-14

USB US BANCORP DEL9.4K shares0.22%2025-09-302025-10-14

Sponsored

VUSB VANGUARD BD INDEX FDS9.1K sharesnew addition2025-09-302025-10-14

HCRB HARTFORD FDS EXCHANGE TRADED12.7K shares-3.63%2025-09-302025-10-14

XLY SELECT SECTOR SPDR TR1.9K shares0.00%2025-09-302025-10-14

CGDG CAPITAL GROUP DIVIDEND GROWE12.8K shares0.28%2025-09-302025-10-14

NLR VANECK ETF TRUST3.1K shares24.25%2025-09-302025-10-14

TLT ISHARES TR4.7K shares-12.98%2025-09-302025-10-14

SCHA SCHWAB STRATEGIC TR15.0K shares-7.02%2025-09-302025-10-14

VO VANGUARD INDEX FDS1.4K shares-8.92%2025-09-302025-10-14

Sponsored

CSHI NEOS ETF TRUST8.3K shares104.77%2025-09-302025-10-14

BLK BLACKROCK INC354 shares3.21%2025-09-302025-10-14

IBB ISHARES TR2.8K shares2.72%2025-09-302025-10-14

MUB ISHARES TR3.8K shares0.08%2025-09-302025-10-14

IEF ISHARES TR4.2K shares4.60%2025-09-302025-10-14

BKNG BOOKING HOLDINGS INC73 shares0.00%2025-09-302025-10-14

RPV INVESCO EXCHANGE TRADED FD T4.0K shares0.05%2025-09-302025-10-14

TSPA T ROWE PRICE ETF INC9.3K shares0.00%2025-09-302025-10-14

Sponsored

MGV VANGUARD WORLD FD2.8K shares-10.74%2025-09-302025-10-14

MCK MCKESSON CORP495 shares0.00%2025-09-302025-10-14

PSA PUBLIC STORAGE OPER CO1.3K shares-5.80%2025-09-302025-10-14

LVHI LEGG MASON ETF INVT10.9K shares0.40%2025-09-302025-10-14

PFE PFIZER INC14.7K shares-1.50%2025-09-302025-10-14

SCHC SCHWAB STRATEGIC TR8.1K shares52.72%2025-09-302025-10-14

SCHW SCHWAB CHARLES CORP3.8K shares1.61%2025-09-302025-10-14

PJAN INNOVATOR ETFS TRUST7.9K shares0.00%2025-09-302025-10-14

Sponsored

EAPR INNOVATOR ETFS TRUST12.4K shares-3.21%2025-09-302025-10-14

BNDX VANGUARD CHARLOTTE FDS7.2K shares-0.41%2025-09-302025-10-14

TM TOYOTA MOTOR CORP1.8K shares0.00%2025-09-302025-10-14

DE DEERE & CO764 shares9.30%2025-09-302025-10-14

AZO AUTOZONE INC81 shares0.00%2025-09-302025-10-14

DAL DELTA AIR LINES INC DEL6.1K shares0.13%2025-09-302025-10-14

SDY SPDR SERIES TRUST2.4K shares-16.88%2025-09-302025-10-14

IMAR INNOVATOR ETFS TRUST11.8K shares-0.24%2025-09-302025-10-14

Sponsored

SUSB ISHARES TR13.2K shares4.36%2025-09-302025-10-14

PSX PHILLIPS 662.5K shares-5.44%2025-09-302025-10-14

BX BLACKSTONE INC1.9K shares0.52%2025-09-302025-10-14

CL COLGATE PALMOLIVE CO4.1K shares-1.19%2025-09-302025-10-14

FNDF SCHWAB STRATEGIC TR7.7K shares2.76%2025-09-302025-10-14

SCHB SCHWAB STRATEGIC TR12.9K shares2.80%2025-09-302025-10-14

IBTG ISHARES TR14.3K shares-11.96%2025-09-302025-10-14

O REALTY INCOME CORP5.4K shares2.88%2025-09-302025-10-14

Sponsored

AMAT APPLIED MATLS INC1.6K shares-7.23%2025-09-302025-10-14

VGK VANGUARD INTL EQUITY INDEX F4.1K shares0.00%2025-09-302025-10-14

WM WASTE MGMT INC DEL1.5K shares-1.62%2025-09-302025-10-14

D DOMINION ENERGY INC5.3K shares0.00%2025-09-302025-10-14

GWW GRAINGER W W INC338 shares-0.29%2025-09-302025-10-14

COF CAPITAL ONE FINL CORP1.5K shares-0.20%2025-09-302025-10-14

LRCX LAM RESEARCH CORP2.4K shares4.57%2025-09-302025-10-14

NTAP NETAPP INC2.7K shares-6.70%2025-09-302025-10-14

Sponsored

EXC EXELON CORP7.1K shares-0.70%2025-09-302025-10-14

ADBE ADOBE INC899 shares-0.77%2025-09-302025-10-14

INTC INTEL CORP9.4K shares-10.49%2025-09-302025-10-14

TMFC RBB FD INC4.4K shares0.00%2025-09-302025-10-14

FDD FIRST TR EXCHANGE-TRADED FD19.3K shares16.69%2025-09-302025-10-14

CGDV CAPITAL GROUP DIVIDEND VALUE7.4K shares-4.66%2025-09-302025-10-14

BP BP PLC8.9K shares0.09%2025-09-302025-10-14

LNG CHENIERE ENERGY INC1.3K shares1.88%2025-09-302025-10-14

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F5.3K shares35.75%2025-09-302025-10-14

VHT VANGUARD WORLD FD1.2K shares0.35%2025-09-302025-10-14

BTCI NEOS ETF TRUST5.0K shares0.00%2025-09-302025-10-14

OXY OCCIDENTAL PETE CORP6.3K shares-8.20%2025-09-302025-10-14

CTAS CINTAS CORP1.5K shares-2.81%2025-09-302025-10-14

CWB SPDR SERIES TRUST3.3K shares0.00%2025-09-302025-10-14

SPMO INVESCO EXCH TRADED FD TR II2.4K sharesnew addition2025-09-302025-10-14

ENB ENBRIDGE INC5.8K shares0.57%2025-09-302025-10-14

Sponsored

TSCO TRACTOR SUPPLY CO5.1K shares-33.01%2025-09-302025-10-14

LOW LOWES COS INC1.1K shares9.97%2025-09-302025-10-14

VXF VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-14

BSV VANGUARD BD INDEX FDS3.6K shares-6.50%2025-09-302025-10-14

TD TORONTO DOMINION BK ONT3.5K shares0.00%2025-09-302025-10-14

EES WISDOMTREE TR5.0K shares-8.70%2025-09-302025-10-14

VOOV VANGUARD ADMIRAL FDS INC1.4K shares28.43%2025-09-302025-10-14

FTSD FRANKLIN ETF TR3.0K shares-1.30%2025-09-302025-10-14

Sponsored

BNOV INNOVATOR ETFS TRUST6.2K sharesnew addition2025-09-302025-10-14

MBB ISHARES TR2.8K shares2.39%2025-09-302025-10-14

ETHE GRAYSCALE ETHEREUM TRUST ETF7.9K shares-31.31%2025-09-302025-10-14

DGRO ISHARES TR3.9K sharesnew addition2025-09-302025-10-14

SCCO SOUTHERN COPPER CORP2.2K shares-0.50%2025-09-302025-10-14

QYLD GLOBAL X FDS15.6K sharesnew addition2025-09-302025-10-14

RTX RTX CORPORATION1.6K shares3.39%2025-09-302025-10-14

ITW ILLINOIS TOOL WKS INC1.0K shares-0.39%2025-09-302025-10-14

Sponsored

DES WISDOMTREE TR7.9K shares0.00%2025-09-302025-10-14

VGSH VANGUARD SCOTTSDALE FDS4.4K shares6.08%2025-09-302025-10-14

KJAN INNOVATOR ETFS TRUST6.5K shares0.00%2025-09-302025-10-14

NOC NORTHROP GRUMMAN CORP428 sharesnew addition2025-09-302025-10-14

CGIC CAPITAL GROUP INTERNATIONAL8.3K shares8.89%2025-09-302025-10-14

KMB KIMBERLY-CLARK CORP2.0K shares-7.91%2025-09-302025-10-14

SHEL SHELL PLC3.5K shares-6.91%2025-09-302025-10-14

VBR VANGUARD INDEX FDS1.2K shares-1.23%2025-09-302025-10-14

Sponsored

FNDE SCHWAB STRATEGIC TR6.9K sharesnew addition2025-09-302025-10-14

CGGO CAPITAL GROUP GBL GROWTH EQT7.3K shares-4.72%2025-09-302025-10-14

JPST J P MORGAN EXCHANGE TRADED F4.9K shares0.21%2025-09-302025-10-14

EMXC ISHARES INC3.6K sharesnew addition2025-09-302025-10-14

DFSV DIMENSIONAL ETF TRUST7.7K shares-1.15%2025-09-302025-10-14

DON WISDOMTREE TR4.6K shares2.28%2025-09-302025-10-14

AVUV AMERICAN CENTY ETF TR2.4K shares0.04%2025-09-302025-10-14

SHOP SHOPIFY INC1.6K sharesnew addition2025-09-302025-10-14

Sponsored

APH AMPHENOL CORP NEW1.9K sharesnew addition2025-09-302025-10-14

BMY BRISTOL-MYERS SQUIBB CO5.3K shares-18.21%2025-09-302025-10-14

VCIT VANGUARD SCOTTSDALE FDS2.8K shares0.00%2025-09-302025-10-14

PAVE GLOBAL X FDS5.0K shares7.87%2025-09-302025-10-14

IJH ISHARES TR3.6K shares5.02%2025-09-302025-10-14

LPLA LPL FINL HLDGS INC706 shares-1.67%2025-09-302025-10-14

MDLZ MONDELEZ INTL INC3.8K shares-2.70%2025-09-302025-10-14

DGS WISDOMTREE TR4.1K shares0.74%2025-09-302025-10-14

Sponsored

ED CONSOLIDATED EDISON INC2.3K shares-8.04%2025-09-302025-10-14

SPOT SPOTIFY TECHNOLOGY S A324 shares-0.92%2025-09-302025-10-14

TXN TEXAS INSTRS INC1.2K shares5.86%2025-09-302025-10-14

WAB WABTEC1.1K sharesnew addition2025-09-302025-10-14

DLS WISDOMTREE TR2.8K shares0.04%2025-09-302025-10-14

DHR DANAHER CORPORATION1.1K shares-17.04%2025-09-302025-10-14

URA GLOBAL X FDS4.6K sharesnew addition2025-09-302025-10-14

PTF INVESCO EXCHANGE TRADED FD T2.9K shares-0.68%2025-09-302025-10-14

Sponsored

VFL ABRDN NATL MUN INCOME FD21.2K shares0.12%2025-09-302025-10-14

SCHP SCHWAB STRATEGIC TR8.1K shares0.00%2025-09-302025-10-14

SPIB SPDR SERIES TRUST6.4K shares-5.04%2025-09-302025-10-14

UBER UBER TECHNOLOGIES INC2.2K sharesnew addition2025-09-302025-10-14

UPS UNITED PARCEL SERVICE INC2.6K sharesnew addition2025-09-302025-10-14

IDMO INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2025-09-302025-10-14

IBTI ISHARES TR9.6K shares0.00%2025-09-302025-10-14

SCZ ISHARES TR2.8K shares-8.25%2025-09-302025-10-14

Sponsored

DISV DIMENSIONAL ETF TRUST6.0K sharesnew addition2025-09-302025-10-14

GOVT ISHARES TR9.2K shares4.02%2025-09-302025-10-14

DFIP DIMENSIONAL ETF TRUST5.0K shares1.49%2025-09-302025-10-14

NOW SERVICENOW INC228 shares-1.30%2025-09-302025-10-14

DVY ISHARES TR1.5K sharesnew addition2025-09-302025-10-14

SPYI NEOS ETF TRUST4.0K sharesnew addition2025-09-302025-10-14

OHI OMEGA HEALTHCARE INVS INC4.9K sharesnew addition2025-09-302025-10-14

EA ELECTRONIC ARTS INC1.0K sharesnew addition2025-09-302025-10-14

Sponsored

IBTH ISHARES TR9.2K shares-2.57%2025-09-302025-10-14

EPD ENTERPRISE PRODS PARTNERS L6.6K sharesnew addition2025-09-302025-10-14

RSPR INVESCO EXCHANGE TRADED FD T5.8K shares-0.03%2025-09-302025-10-14

SLYV SPDR SERIES TRUST2.3K sharesnew addition2025-09-302025-10-14

JVAL J P MORGAN EXCHANGE TRADED F4.3K shares-5.81%2025-09-302025-10-14

FTSL FIRST TR EXCHANGE-TRADED FD4.4K sharesnew addition2025-09-302025-10-14

JPC NUVEEN PFD & INCOME OPPORTUN23.6K shares-0.32%2025-09-302025-10-14

SMB VANECK ETF TRUST11.0K shares0.00%2025-09-302025-10-14

Sponsored

F FORD MTR CO15.8K shares-3.17%2025-09-302025-10-14

MSTY TIDAL TRUST II12.7K shares-2.01%2025-09-302025-10-14

EFA ISHARES TR1.7K sharesnew addition2025-09-302025-10-14

LYG LLOYDS BANKING GROUP PLC19.6K shares0.00%2025-09-302025-10-14

LUNG PULMONX CORP27.0K shares0.00%2025-09-302025-10-14

LXRX LEXICON PHARMACEUTICALS INC10.9K shares0.00%2025-09-302025-10-14

BURU NUBURU INC10.2K sharesnew addition2025-09-302025-10-14

Call Option Holdings

EFA Call CallISHARES TR3.0K sharesnew addition2025-09-302025-10-14

SLV Call CallISHARES SILVER TR5.5K sharesnew addition2025-09-302025-10-14

UNH Call CallUNITEDHEALTH GROUP INC400 shares-97.41%2025-09-302025-10-14

XLI Call CallSELECT SECTOR SPDR TR700 sharesnew addition2025-09-302025-10-14

IAU Call CallISHARES GOLD TR600 sharesnew addition2025-09-302025-10-14

Put Option Holdings

VOO Put PutVANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-10-14