The Analysis of Bragg Financial Advisors, Inc's Holdings
Currently, Bragg Financial Advisors, Inc holds 344 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in RLI (+335.4K shares, valued at $21.9M), NNI (+103.0K shares, valued at $12.9M), IMKTA (+145.0K shares, valued at $10.1M); decreased their positions in VZ (-96.5K shares, valued at $4.2M), BAM (-61.1K shares, valued at $3.5M), VSEC (-19.8K shares, valued at $3.3M); initiated new positions in AVUV (+45.6K shares, valued at $4.5M), PLUS (+20.5K shares, valued at $1.5M), ATI (+15.4K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP165.3K shares-0.21%2025-09-302025-11-13
AAPL APPLE INC303.3K shares0.99%2025-09-302025-11-13 VBR VANGUARD INDEX FDS294.0K shares-4.07%2025-09-302025-11-13 IDCC INTERDIGITAL INC170.0K shares-2.80%2025-09-302025-11-13 FN FABRINET158.4K shares-0.37%2025-09-302025-11-13 ORCL ORACLE CORP191.8K shares-5.00%2025-09-302025-11-13 SNX TD SYNNEX CORPORATION313.5K shares0.16%2025-09-302025-11-13 RLI RLI CORP746.2K shares81.64%2025-09-302025-11-13 GOOG ALPHABET INC189.4K shares-2.19%2025-09-302025-11-13 VBIL VANGUARD INSTL INDEX FD605.8K shares0.00%2025-09-302025-11-13 AVGO BROADCOM INC125.4K shares-4.22%2025-09-302025-11-13 VBK VANGUARD INDEX FDS132.3K shares0.75%2025-09-302025-11-13 UGI UGI CORP NEW1.1M shares23.60%2025-09-302025-11-13 META META PLATFORMS INC50.1K shares0.64%2025-09-302025-11-13 SFBS SERVISFIRST BANCSHARES INC420.2K shares0.14%2025-09-302025-11-13 PVH PVH CORPORATION398.8K shares0.40%2025-09-302025-11-13 OSK OSHKOSH CORP256.0K shares0.35%2025-09-302025-11-13 AMAT APPLIED MATLS INC157.8K shares0.81%2025-09-302025-11-13 REVG REV GROUP INC567.8K shares0.99%2025-09-302025-11-13 VUG VANGUARD INDEX FDS66.5K shares-0.75%2025-09-302025-11-13 VXUS VANGUARD STAR FDS421.4K shares-0.96%2025-09-302025-11-13 VOT VANGUARD INDEX FDS103.8K shares-0.18%2025-09-302025-11-13 AMZN AMAZON COM INC137.6K shares-1.01%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO90.7K shares-1.08%2025-09-302025-11-13 AX AXOS FINANCIAL INC354.8K shares0.21%2025-09-302025-11-13 ARW ARROW ELECTRS INC245.9K shares0.57%2025-09-302025-11-13 VOE VANGUARD INDEX FDS169.7K shares0.03%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.92.6K shares-0.02%2025-09-302025-11-13 VTEB VANGUARD MUN BD FDS582.0K shares8.64%2025-09-302025-11-13 VTV VANGUARD INDEX FDS153.0K shares-0.83%2025-09-302025-11-13 NVDA NVIDIA CORPORATION150.5K shares1.87%2025-09-302025-11-13 VSH VISHAY INTERTECHNOLOGY INC1.8M shares0.59%2025-09-302025-11-13 MTG MGIC INVT CORP WIS927.8K shares0.28%2025-09-302025-11-13 CSGS CSG SYS INTL INC407.8K shares0.33%2025-09-302025-11-13 JBTM JBT MAREL CORPORATION186.4K shares0.40%2025-09-302025-11-13 NJR NEW JERSEY RES CORP538.7K shares14.16%2025-09-302025-11-13 MSM MSC INDL DIRECT INC281.0K shares0.34%2025-09-302025-11-13 NNI NELNET INC206.0K shares99.98%2025-09-302025-11-13 ETN EATON CORP PLC69.0K shares-2.35%2025-09-302025-11-13 LFUS LITTELFUSE INC98.5K shares1.31%2025-09-302025-11-13 CNO CNO FINL GROUP INC642.2K shares0.35%2025-09-302025-11-13 SYNA SYNAPTICS INC353.7K shares11.43%2025-09-302025-11-13 CSCO CISCO SYS INC350.7K shares-0.02%2025-09-302025-11-13 WMT WALMART INC232.5K shares-2.98%2025-09-302025-11-13 MDU MDU RES GROUP INC1.3M shares0.59%2025-09-302025-11-13 UPBD UPBOUND GROUP INC985.9K shares10.82%2025-09-302025-11-13 GLW CORNING INC277.8K shares-5.00%2025-09-302025-11-13 AAP ADVANCE AUTO PARTS INC368.4K shares0.40%2025-09-302025-11-13 LEVI LEVI STRAUSS & CO NEW944.7K shares0.47%2025-09-302025-11-13 SAIC SCIENCE APPLICATIONS INTL CO217.3K shares0.53%2025-09-302025-11-13 IMKTA INGLES MKTS INC303.3K shares91.57%2025-09-302025-11-13 HD HOME DEPOT INC51.3K shares-0.31%2025-09-302025-11-13 MCD MCDONALDS CORP67.8K shares0.28%2025-09-302025-11-13 HMN HORACE MANN EDUCATORS CORP N454.3K shares0.28%2025-09-302025-11-13 AGCO AGCO CORP186.8K shares0.59%2025-09-302025-11-13 RTX RTX CORPORATION119.0K shares-0.89%2025-09-302025-11-13 GIII G III APPAREL GROUP LTD728.6K shares0.42%2025-09-302025-11-13 TJX TJX COS INC NEW129.1K shares0.56%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS65.7K shares0.65%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS212.8K shares2.78%2025-09-302025-11-13 SFM SPROUTS FMRS MKT INC163.7K shares-0.01%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW19.2K shares-1.26%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC3.3K shares-2.15%2025-09-302025-11-13 ABBV ABBVIE INC74.7K shares-2.43%2025-09-302025-11-13 GE GE AEROSPACE57.0K shares-6.62%2025-09-302025-11-13 MA MASTERCARD INCORPORATED29.7K shares-0.54%2025-09-302025-11-13 AMP AMERIPRISE FINL INC33.6K shares-0.53%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC101.3K shares-0.13%2025-09-302025-11-13 SCHL SCHOLASTIC CORP592.1K shares10.06%2025-09-302025-11-13 DIS DISNEY WALT CO140.9K shares-1.80%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON85.2K shares-2.51%2025-09-302025-11-13 RJF RAYMOND JAMES FINL INC89.1K shares-0.39%2025-09-302025-11-13 QCOM QUALCOMM INC91.5K shares4.33%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO97.7K shares0.90%2025-09-302025-11-13 ABT ABBOTT LABS110.8K shares-1.96%2025-09-302025-11-13 IAC IAC INC433.7K shares0.46%2025-09-302025-11-13 RY ROYAL BK CDA98.8K shares-1.29%2025-09-302025-11-13 AMGN AMGEN INC51.4K shares-1.99%2025-09-302025-11-13 TSLA TESLA INC31.9K shares1.91%2025-09-302025-11-13 UNP UNION PAC CORP59.0K shares-0.46%2025-09-302025-11-13 SO SOUTHERN CO146.5K shares-2.50%2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC32.8K shares0.40%2025-09-302025-11-13 HON HONEYWELL INTL INC65.7K shares1.08%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND55.7K shares5.96%2025-09-302025-11-13 XOM EXXON MOBIL CORP120.6K shares-1.20%2025-09-302025-11-13 VTWV VANGUARD SCOTTSDALE FDS86.3K shares-2.78%2025-09-302025-11-13 QRVO QORVO INC145.6K shares0.44%2025-09-302025-11-13 DHR DANAHER CORPORATION66.5K shares-0.96%2025-09-302025-11-13 BLK BLACKROCK INC11.1K shares-0.49%2025-09-302025-11-13 ECG EVERUS CONSTR GROUP150.1K shares0.54%2025-09-302025-11-13 MRK MERCK & CO INC147.7K shares0.82%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD44.2K shares11.81%2025-09-302025-11-13 GOOGL ALPHABET INC50.7K shares-0.92%2025-09-302025-11-13 BX BLACKSTONE INC71.4K shares0.19%2025-09-302025-11-13 PGR PROGRESSIVE CORP49.4K shares4.85%2025-09-302025-11-13 ASML ASML HOLDING N V12.4K shares20.36%2025-09-302025-11-13 DCO DUCOMMUN INC DEL120.2K shares0.37%2025-09-302025-11-13 DAR DARLING INGREDIENTS INC354.8K shares0.48%2025-09-302025-11-13 CRM SALESFORCE INC45.4K shares7.71%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC30.4K shares-3.26%2025-09-302025-11-13 LLY ELI LILLY & CO13.2K shares0.73%2025-09-302025-11-13 PRU PRUDENTIAL FINL INC96.6K shares-7.60%2025-09-302025-11-13 ADBE ADOBE INC28.3K shares7.62%2025-09-302025-11-13 FI FISERV INC76.2K shares3.03%2025-09-302025-11-13 CMCSA COMCAST CORP NEW311.4K shares-1.18%2025-09-302025-11-13 MUB ISHARES TR90.9K shares6.56%2025-09-302025-11-13 PEP PEPSICO INC68.1K shares0.93%2025-09-302025-11-13 COP CONOCOPHILLIPS98.6K shares0.33%2025-09-302025-11-13 SHEL SHELL PLC130.3K shares-2.45%2025-09-302025-11-13 CNXC CONCENTRIX CORP193.9K shares0.27%2025-09-302025-11-13 PLD PROLOGIS INC.75.9K shares0.41%2025-09-302025-11-13 TXN TEXAS INSTRS INC47.1K shares-13.11%2025-09-302025-11-13 APD AIR PRODS & CHEMS INC31.7K shares-1.21%2025-09-302025-11-13 LOW LOWES COS INC32.7K shares2.59%2025-09-302025-11-13 TMUS T-MOBILE US INC32.7K shares72.52%2025-09-302025-11-13 GGG GRACO INC91.0K shares0.25%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR11.6K shares-0.40%2025-09-302025-11-13 SBUX STARBUCKS CORP86.6K shares2.61%2025-09-302025-11-13 NEE NEXTERA ENERGY INC96.9K shares-2.70%2025-09-302025-11-13 SYK STRYKER CORPORATION19.8K shares2.92%2025-09-302025-11-13 PFE PFIZER INC283.6K shares-1.04%2025-09-302025-11-13 VSEC VSE CORP41.9K shares-32.09%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL13.8K shares12.24%2025-09-302025-11-13 RIO RIO TINTO PLC104.2K shares1.39%2025-09-302025-11-13 SUB ISHARES TR63.9K shares4.35%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC13.8K shares-1.28%2025-09-302025-11-13 DE DEERE & CO13.6K shares15.77%2025-09-302025-11-13 GPK GRAPHIC PACKAGING HLDG CO297.6K shares-0.34%2025-09-302025-11-13 PYPL PAYPAL HLDGS INC84.1K shares-0.35%2025-09-302025-11-13 CVX CHEVRON CORP NEW36.3K shares-0.46%2025-09-302025-11-13 NKE NIKE INC78.7K shares2.52%2025-09-302025-11-13 BXP BXP INC73.6K shares1.22%2025-09-302025-11-13 EQIX EQUINIX INC7.0K shares3.94%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW28.4K shares0.95%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC25.7K shares27.62%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST89.2K shares0.28%2025-09-302025-11-13 CSW CSW INDUSTRIALS INC21.0K shares-1.24%2025-09-302025-11-13 NFLX NETFLIX INC4.0K shares135.68%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW38.3K shares-2.64%2025-09-302025-11-13 PPG PPG INDS INC44.8K shares1.37%2025-09-302025-11-13 AVUV AMERICAN CENTY ETF TR45.6K sharesnew addition2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL6 shares-14.29%2025-09-302025-11-13 NOW SERVICENOW INC4.8K shares27.73%2025-09-302025-11-13 VV VANGUARD INDEX FDS12.8K shares-2.30%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP12.0K shares36.47%2025-09-302025-11-13 GEV GE VERNOVA INC6.0K shares-4.31%2025-09-302025-11-13 VTI VANGUARD INDEX FDS11.3K shares-1.56%2025-09-302025-11-13 TFC TRUIST FINL CORP78.6K shares-1.81%2025-09-302025-11-13 DECK DECKERS OUTDOOR CORP35.3K shares-1.25%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS75.5K shares1.28%2025-09-302025-11-13 HSY HERSHEY CO18.3K shares0.64%2025-09-302025-11-13 BK BANK NEW YORK MELLON CORP31.2K shares-4.10%2025-09-302025-11-13 TIP ISHARES TR30.5K shares1.60%2025-09-302025-11-13 VB VANGUARD INDEX FDS12.9K shares-0.84%2025-09-302025-11-13 FSBC FIVE STAR BANCORP101.8K shares0.78%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP9.4K shares-0.18%2025-09-302025-11-13 BDX BECTON DICKINSON & CO16.9K shares-17.85%2025-09-302025-11-13 VGIT VANGUARD SCOTTSDALE FDS52.2K shares2.45%2025-09-302025-11-13 FSTR FOSTER L B CO113.3K shares-0.09%2025-09-302025-11-13 BAC BANK AMERICA CORP58.5K shares-0.16%2025-09-302025-11-13 PWR QUANTA SVCS INC7.3K shares0.00%2025-09-302025-11-13 FLO FLOWERS FOODS INC226.4K shares0.00%2025-09-302025-11-13 CAT CATERPILLAR INC6.0K shares4.29%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR9.6K shares0.43%2025-09-302025-11-13 VLO VALERO ENERGY CORP15.8K shares-3.36%2025-09-302025-11-13 IJJ ISHARES TR19.8K shares-0.02%2025-09-302025-11-13 HYMB SPDR SERIES TRUST102.1K shares0.58%2025-09-302025-11-13 VGT VANGUARD WORLD FD3.4K shares-0.09%2025-09-302025-11-13 TROW PRICE T ROWE GROUP INC24.3K shares-7.84%2025-09-302025-11-13 GWW GRAINGER W W INC2.6K shares-1.03%2025-09-302025-11-13 KO COCA COLA CO35.7K shares-6.28%2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS29.3K shares1.97%2025-09-302025-11-13 IYW ISHARES TR11.7K shares0.00%2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR19.3K shares0.56%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC50.7K shares-65.56%2025-09-302025-11-13 EXC EXELON CORP48.5K shares-10.88%2025-09-302025-11-13 VO VANGUARD INDEX FDS7.4K shares-0.51%2025-09-302025-11-13 DRI DARDEN RESTAURANTS INC11.4K shares-6.33%2025-09-302025-11-13 VTWG VANGUARD SCOTTSDALE FDS9.3K shares-1.52%2025-09-302025-11-13 VOO VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-11-13 IVV ISHARES TR3.2K shares-4.00%2025-09-302025-11-13 IR INGERSOLL RAND INC25.8K shares-0.73%2025-09-302025-11-13 LOB LIVE OAK BANCSHARES INC59.4K shares0.00%2025-09-302025-11-13 DD DUPONT DE NEMOURS INC25.9K shares2.95%2025-09-302025-11-13 SHM SPDR SERIES TRUST34.9K shares-21.20%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS28.0K shares-0.10%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS33.1K shares4.20%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC2.0K shares0.34%2025-09-302025-11-13 VONE VANGUARD SCOTTSDALE FDS5.2K shares0.00%2025-09-302025-11-13 PRF INVESCO EXCHANGE TRADED FD T33.3K shares5.30%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO32.6K shares-4.09%2025-09-302025-11-13 PLUS EPLUS INC20.5K sharesnew addition2025-09-302025-11-13 ELV ELEVANCE HEALTH INC FORMERLY4.5K shares-0.68%2025-09-302025-11-13 PSX PHILLIPS 6610.5K shares-5.32%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING IN4.7K shares-2.41%2025-09-302025-11-13 VOOV VANGUARD ADMIRAL FDS INC6.9K shares-2.60%2025-09-302025-11-13 VHT VANGUARD WORLD FD5.3K shares-1.96%2025-09-302025-11-13 CL COLGATE PALMOLIVE CO16.7K shares4.54%2025-09-302025-11-13 DFUV DIMENSIONAL ETF TRUST29.8K shares0.00%2025-09-302025-11-13 BE BLOOM ENERGY CORP15.0K shares-34.85%2025-09-302025-11-13 ATI ATI INC15.4K sharesnew addition2025-09-302025-11-13 V VISA INC3.6K shares8.51%2025-09-302025-11-13 IWO ISHARES TR3.9K shares-0.77%2025-09-302025-11-13 IJS ISHARES TR11.1K shares-0.45%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F22.5K shares-1.67%2025-09-302025-11-13 IJT ISHARES TR8.3K shares0.00%2025-09-302025-11-13 CWI SPDR INDEX SHS FDS33.1K shares0.00%2025-09-302025-11-13 IJK ISHARES TR11.8K shares-0.40%2025-09-302025-11-13 ESGV VANGUARD WORLD FD9.5K shares-0.03%2025-09-302025-11-13 AFL AFLAC INC10.1K shares-4.56%2025-09-302025-11-13 IWM ISHARES TR4.6K shares-5.60%2025-09-302025-11-13 SPYX SPDR SERIES TRUST19.9K shares0.00%2025-09-302025-11-13 CNC CENTENE CORP DEL30.0K shares-0.02%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS11.6K shares-4.63%2025-09-302025-11-13 WFC WELLS FARGO CO NEW12.5K shares-8.65%2025-09-302025-11-13 IJR ISHARES TR8.6K shares0.00%2025-09-302025-11-13 ALLE ALLEGION PLC5.6K shares-1.23%2025-09-302025-11-13 INTC INTEL CORP28.8K shares-14.08%2025-09-302025-11-13 GIS GENERAL MLS INC19.1K shares-0.37%2025-09-302025-11-13 MMM 3M CO6.1K shares-0.21%2025-09-302025-11-13 ESGD ISHARES TR10.2K shares-0.19%2025-09-302025-11-13 ESML ISHARES TR20.6K shares-0.26%2025-09-302025-11-13 IWF ISHARES TR1.9K shares-0.63%2025-09-302025-11-13 SYY SYSCO CORP10.3K shares-0.64%2025-09-302025-11-13 COKE COCA COLA CONS INC7.0K shares-2.09%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS3.8K shares-17.57%2025-09-302025-11-13 EFA ISHARES TR8.6K shares5.86%2025-09-302025-11-13 QQQ INVESCO QQQ TR1.3K shares7.67%2025-09-302025-11-13 MDLZ MONDELEZ INTL INC12.4K shares-4.03%2025-09-302025-11-13 YUM YUM BRANDS INC5.0K shares-0.10%2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP7.9K shares14.02%2025-09-302025-11-13 CARR CARRIER GLOBAL CORPORATION12.6K shares-1.26%2025-09-302025-11-13 MAR MARRIOTT INTL INC NEW2.9K shares-0.21%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS5.2K shares-8.13%2025-09-302025-11-13 IWR ISHARES TR7.6K shares-1.36%2025-09-302025-11-13 IJH ISHARES TR11.0K shares-3.84%2025-09-302025-11-13 IWP ISHARES TR5.0K shares0.00%2025-09-302025-11-13 BA BOEING CO3.3K shares6.18%2025-09-302025-11-13 BALL BALL CORP13.7K shares-1.09%2025-09-302025-11-13 D DOMINION ENERGY INC11.3K shares-23.42%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR12.8K shares-0.06%2025-09-302025-11-13 T AT&T INC23.9K shares21.57%2025-09-302025-11-13 NUSC NUSHARES ETF TR15.0K shares2.06%2025-09-302025-11-13 SPIB SPDR SERIES TRUST19.5K shares0.00%2025-09-302025-11-13 VDC VANGUARD WORLD FD3.0K shares-0.66%2025-09-302025-11-13 PSA PUBLIC STORAGE OPER CO2.2K shares-4.15%2025-09-302025-11-13 DIHP DIMENSIONAL ETF TRUST20.1K shares12.91%2025-09-302025-11-13 IWS ISHARES TR4.3K shares0.00%2025-09-302025-11-13 SCHP SCHWAB STRATEGIC TR21.7K shares8.34%2025-09-302025-11-13 GPC GENUINE PARTS CO4.2K shares0.00%2025-09-302025-11-13 SHY ISHARES TR6.9K shares-10.00%2025-09-302025-11-13 FTV FORTIVE CORP11.5K shares-4.75%2025-09-302025-11-13 BAM BROOKFIELD ASSET MANAGMT LTD9.7K shares-86.25%2025-09-302025-11-13 AVDV AMERICAN CENTY ETF TR6.2K shares2.92%2025-09-302025-11-13 VOX VANGUARD WORLD FD2.9K shares-0.41%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR899 shares0.00%2025-09-302025-11-13 VIS VANGUARD WORLD FD1.8K shares0.00%2025-09-302025-11-13 VCR VANGUARD WORLD FD1.3K shares-0.45%2025-09-302025-11-13 ACWX ISHARES TR7.9K shares0.00%2025-09-302025-11-13 PRFZ INVESCO EXCHANGE TRADED FD T11.3K shares3.94%2025-09-302025-11-13 XLI SELECT SECTOR SPDR TR3.3K shares0.97%2025-09-302025-11-13 PFF ISHARES TR16.1K shares0.00%2025-09-302025-11-13 ADI ANALOG DEVICES INC2.1K shares-0.29%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS6.3K shares2.33%2025-09-302025-11-13 PNFP PINNACLE FINL PARTNERS INC5.3K shares-2.38%2025-09-302025-11-13 SPSB SPDR SERIES TRUST16.3K shares2.07%2025-09-302025-11-13 SPMB SPDR SERIES TRUST21.7K shares0.00%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC3.4K shares0.00%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR3.5K shares-17.66%2025-09-302025-11-13 VFH VANGUARD WORLD FD3.7K shares-0.65%2025-09-302025-11-13 ZTS ZOETIS INC3.3K shares-4.13%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR2.0K shares-2.83%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP2.2K shares-0.27%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS8.1K shares-0.05%2025-09-302025-11-13 VSGX VANGUARD WORLD FD6.8K shares0.00%2025-09-302025-11-13 ENB ENBRIDGE INC9.3K shares-4.48%2025-09-302025-11-13 VPL VANGUARD INTL EQUITY INDEX F5.3K shares0.00%2025-09-302025-11-13 SCHO SCHWAB STRATEGIC TR18.8K shares1.10%2025-09-302025-11-13 VOOG VANGUARD ADMIRAL FDS INC1.0K shares-1.41%2025-09-302025-11-13 VLTO VERALTO CORP4.2K shares-1.81%2025-09-302025-11-13 ITW ILLINOIS TOOL WKS INC1.7K shares-6.76%2025-09-302025-11-13 USHY ISHARES TR11.7K shares64.23%2025-09-302025-11-13 FITB FIFTH THIRD BANCORP9.6K shares90.77%2025-09-302025-11-13 SUSC ISHARES TR18.2K shares11.20%2025-09-302025-11-13 SGOV ISHARES TR4.1K shares-22.12%2025-09-302025-11-13 EFX EQUIFAX INC1.6K shares-0.37%2025-09-302025-11-13 INTU INTUIT604 shares0.00%2025-09-302025-11-13 MUNI PIMCO ETF TR7.8K shares19.76%2025-09-302025-11-13 SPG SIMON PPTY GROUP INC NEW2.2K shares1.93%2025-09-302025-11-13 MET METLIFE INC4.9K shares0.00%2025-09-302025-11-13 MS MORGAN STANLEY2.5K shares-2.94%2025-09-302025-11-13 MTZ MASTEC INC1.8K shares0.00%2025-09-302025-11-13 GLD SPDR GOLD TR1.1K shares-4.82%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC785 shares-20.30%2025-09-302025-11-13 EZM WISDOMTREE TR5.8K shares-17.86%2025-09-302025-11-13 EFG ISHARES TR3.3K shares0.00%2025-09-302025-11-13 MFC MANULIFE FINL CORP12.1K shares0.05%2025-09-302025-11-13 NSC NORFOLK SOUTHN CORP1.2K shares-0.49%2025-09-302025-11-13 KNF KNIFE RIVER CORP4.6K shares-88.33%2025-09-302025-11-13 WM WASTE MGMT INC DEL1.6K shares-4.24%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC2.1K shares-3.38%2025-09-302025-11-13 NUMV NUSHARES ETF TR8.6K shares0.00%2025-09-302025-11-13 VMC VULCAN MATLS CO1.0K shares-2.78%2025-09-302025-11-13 SSB SOUTHSTATE BK CORP3.2K sharesnew addition2025-09-302025-11-13 VCEB VANGUARD WORLD FD4.9K shares0.00%2025-09-302025-11-13 BF.B BROWN FORMAN CORP11.6K shares-20.31%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP608 shares9.95%2025-09-302025-11-13 PNC PNC FINL SVCS GROUP INC1.5K shares2.13%2025-09-302025-11-13 VIOV VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-09-302025-11-13 FNDX SCHWAB STRATEGIC TR11.3K sharesnew addition2025-09-302025-11-13 IAU ISHARES GOLD TR4.1K shares0.00%2025-09-302025-11-13 CTVA CORTEVA INC4.2K shares37.40%2025-09-302025-11-13 VAW VANGUARD WORLD FD1.4K shares-0.64%2025-09-302025-11-13 SLYG SPDR SERIES TRUST3.0K shares-5.73%2025-09-302025-11-13 EW EDWARDS LIFESCIENCES CORP3.6K shares0.00%2025-09-302025-11-13 TRV TRAVELERS COMPANIES INC992 shares0.00%2025-09-302025-11-13 VTIP VANGUARD MALVERN FDS5.4K shares5.63%2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F3.8K shares0.00%2025-09-302025-11-13 FDUS FIDUS INVT CORP13.0K shares0.00%2025-09-302025-11-13 NUMG NUSHARES ETF TR5.4K shares0.00%2025-09-302025-11-13 UNF UNIFIRST CORP MASS1.6K shares-89.11%2025-09-302025-11-13 IGM ISHARES TR2.0K shares0.00%2025-09-302025-11-13 CB CHUBB LIMITED907 shares12.53%2025-09-302025-11-13 VDE VANGUARD WORLD FD2.0K shares0.00%2025-09-302025-11-13 SPGI S&P GLOBAL INC521 shares-0.76%2025-09-302025-11-13 IDXX IDEXX LABS INC382 shares-18.38%2025-09-302025-11-13 EAGG ISHARES TR5.1K shares0.02%2025-09-302025-11-13 SCHI SCHWAB STRATEGIC TR10.5K sharesnew addition2025-09-302025-11-13 SCHR SCHWAB STRATEGIC TR9.6K sharesnew addition2025-09-302025-11-13 FDX FEDEX CORP1.0K shares-12.77%2025-09-302025-11-13 SCHX SCHWAB STRATEGIC TR8.9K sharesnew addition2025-09-302025-11-13 LIN LINDE PLC476 shares-5.56%2025-09-302025-11-13 NEAR ISHARES U S ETF TR4.4K sharesnew addition2025-09-302025-11-13 NUE NUCOR CORP1.7K sharesnew addition2025-09-302025-11-13 MBB ISHARES TR2.3K sharesnew addition2025-09-302025-11-13 EMR EMERSON ELEC CO1.7K shares-8.65%2025-09-302025-11-13 ESGU ISHARES TR1.5K shares0.00%2025-09-302025-11-13 YUMC YUM CHINA HLDGS INC4.8K shares0.00%2025-09-302025-11-13 VGK VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2025-09-302025-11-13 TFI SPDR SERIES TRUST4.5K sharesnew addition2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR2.3K sharesnew addition2025-09-302025-11-13 GPN GLOBAL PMTS INC2.5K sharesnew addition2025-09-302025-11-13 MPC MARATHON PETE CORP1.0K sharesnew addition2025-09-302025-11-13 AVDX AVIDXCHANGE HOLDINGS INC10.9K shares-57.65%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available