The Analysis of BSW Wealth Partners's Holdings


Currently, BSW Wealth Partners holds 324 types of securities in its portfolio with a total value $802.9M. In the most recent quarter, they have increased their positions in IVV (+6.8K shares, valued at $4.5M), PLTR (+22.7K shares, valued at $4.1M), IDEV (+31.7K shares, valued at $2.5M); decreased their positions in AMZN (-4.9K shares, valued at $1.1M), INTC (-19.6K shares, valued at $656.5K), MUB (-5.8K shares, valued at $612.6K); initiated new positions in PLTR (+22.7K shares, valued at $4.1M), AWK (+5.0K shares, valued at $696.0K), XYL (+3.8K shares, valued at $559.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR193.0K shares3.63%2025-09-302025-10-15history
AVDE AMERICAN CENTY ETF TR648.1K shares4.23%2025-09-302025-10-15history
AVUS AMERICAN CENTY ETF TR382.5K shares4.54%2025-09-302025-10-15history
VGIT VANGUARD SCOTTSDALE FDS540.8K shares8.04%2025-09-302025-10-15history
VTEB VANGUARD MUN BD FDS641.4K shares-0.52%2025-09-302025-10-15history
SPY SPDR S&P 500 ETF TR47.5K shares-0.06%2025-09-302025-10-15history
IDEV ISHARES TR347.0K shares10.04%2025-09-302025-10-15history
AAPL APPLE INC97.4K shares0.56%2025-09-302025-10-15history
Sponsored
AVEM AMERICAN CENTY ETF TR217.5K shares3.57%2025-09-302025-10-15history
IEMG ISHARES INC241.2K shares4.00%2025-09-302025-10-15history
AOR ISHARES TR235.7K shares10.80%2025-09-302025-10-15history
NVDA NVIDIA CORPORATION70.8K shares-1.25%2025-09-302025-10-15history
IEFA ISHARES TR138.4K shares-1.39%2025-09-302025-10-15history
AVES AMERICAN CENTY ETF TR200.4K shares3.24%2025-09-302025-10-15history
IAU ISHARES GOLD TR154.3K shares0.59%2025-09-302025-10-15history
AVUV AMERICAN CENTY ETF TR94.1K shares7.41%2025-09-302025-10-15history
Sponsored
VEA VANGUARD TAX-MANAGED FDS146.4K shares0.39%2025-09-302025-10-15history
VTI VANGUARD INDEX FDS26.1K shares0.56%2025-09-302025-10-15history
MSFT MICROSOFT CORP15.5K shares-2.11%2025-09-302025-10-15history
ESGV VANGUARD WORLD FD64.1K shares-7.37%2025-09-302025-10-15history
MUB ISHARES TR69.1K shares-7.68%2025-09-302025-10-15history
VOO VANGUARD INDEX FDS11.8K shares-1.92%2025-09-302025-10-15history
GOOG ALPHABET INC29.2K shares2.62%2025-09-302025-10-15history
CRBN ISHARES TR30.1K shares7.60%2025-09-302025-10-15history
Sponsored
MGV VANGUARD WORLD FD43.1K shares-8.65%2025-09-302025-10-15history
AMZN AMAZON COM INC26.4K shares-15.58%2025-09-302025-10-15history
EFA ISHARES TR58.7K shares-4.05%2025-09-302025-10-15history
ESGD ISHARES TR57.4K shares-6.64%2025-09-302025-10-15history
IJH ISHARES TR75.7K shares-1.59%2025-09-302025-10-15history
AVGO BROADCOM INC14.8K shares1.66%2025-09-302025-10-15history
IWM ISHARES TR19.5K shares-2.26%2025-09-302025-10-15history
GOOGL ALPHABET INC18.0K shares-2.30%2025-09-302025-10-15history
Sponsored
ACWI ISHARES TR31.0K shares0.31%2025-09-302025-10-15history
NULV NUSHARES ETF TR95.3K shares-0.61%2025-09-302025-10-15history
PLTR PALANTIR TECHNOLOGIES INC22.7K sharesnew addition2025-09-302025-10-15history
PG PROCTER AND GAMBLE CO26.9K shares2.34%2025-09-302025-10-15history
META META PLATFORMS INC5.3K shares10.58%2025-09-302025-10-15history
JPM JPMORGAN CHASE & CO.12.0K shares0.01%2025-09-302025-10-15history
NUSC NUSHARES ETF TR84.5K shares-2.65%2025-09-302025-10-15history
XVV ISHARES TR63.8K shares-9.06%2025-09-302025-10-15history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD9.9K shares1.78%2025-09-302025-10-15history
LLY ELI LILLY & CO3.6K shares3.51%2025-09-302025-10-15history
VT VANGUARD INTL EQUITY INDEX F19.0K shares18.54%2025-09-302025-10-15history
LIN LINDE PLC5.5K shares0.35%2025-09-302025-10-15history
BRK.B BERKSHIRE HATHAWAY INC DEL5.1K shares1.45%2025-09-302025-10-15history
VWO VANGUARD INTL EQUITY INDEX F47.3K shares-1.56%2025-09-302025-10-15history
SCHF SCHWAB STRATEGIC TR108.9K shares-1.56%2025-09-302025-10-15history
ABBV ABBVIE INC10.8K shares11.65%2025-09-302025-10-15history
Sponsored
XLK SELECT SECTOR SPDR TR8.8K shares-3.33%2025-09-302025-10-15history
ORCL ORACLE CORP8.3K shares-2.52%2025-09-302025-10-15history
V VISA INC6.8K shares1.78%2025-09-302025-10-15history
KO COCA COLA CO33.1K shares16.66%2025-09-302025-10-15history
QQQ INVESCO QQQ TR3.6K shares-0.95%2025-09-302025-10-15history
DELL DELL TECHNOLOGIES INC15.4K shares-21.37%2025-09-302025-10-15history
PEP PEPSICO INC15.2K shares-0.64%2025-09-302025-10-15history
EEM ISHARES TR39.1K shares-3.52%2025-09-302025-10-15history
Sponsored
HD HOME DEPOT INC4.7K shares4.44%2025-09-302025-10-15history
IWF ISHARES TR4.0K shares0.00%2025-09-302025-10-15history
NFLX NETFLIX INC1.5K shares22.23%2025-09-302025-10-15history
TRV TRAVELERS COMPANIES INC6.4K shares-3.23%2025-09-302025-10-15history
SCHB SCHWAB STRATEGIC TR66.2K shares-3.89%2025-09-302025-10-15history
ABT ABBOTT LABS12.7K shares1.25%2025-09-302025-10-15history
VBR VANGUARD INDEX FDS8.1K shares4.83%2025-09-302025-10-15history
DIS DISNEY WALT CO14.5K shares0.62%2025-09-302025-10-15history
Sponsored
PFE PFIZER INC64.3K shares3.59%2025-09-302025-10-15history
LRCX LAM RESEARCH CORP11.8K shares4.36%2025-09-302025-10-15history
MA MASTERCARD INCORPORATED2.6K shares6.57%2025-09-302025-10-15history
MRK MERCK & CO INC17.7K shares-1.09%2025-09-302025-10-15history
AMD ADVANCED MICRO DEVICES INC9.1K shares0.56%2025-09-302025-10-15history
AXP AMERICAN EXPRESS CO4.3K shares4.76%2025-09-302025-10-15history
INTU INTUIT2.0K shares4.85%2025-09-302025-10-15history
GLD SPDR GOLD TR3.6K shares0.00%2025-09-302025-10-15history
Sponsored
ESML ISHARES TR28.1K shares3.19%2025-09-302025-10-15history
COST COSTCO WHSL CORP NEW1.4K shares0.30%2025-09-302025-10-15history
GILD GILEAD SCIENCES INC10.9K shares184.34%2025-09-302025-10-15history
TSLA TESLA INC2.7K shares-0.66%2025-09-302025-10-15history
GS GOLDMAN SACHS GROUP INC1.5K shares4.38%2025-09-302025-10-15history
WMT WALMART INC11.6K shares-2.54%2025-09-302025-10-15history
CAT CATERPILLAR INC2.5K shares3.56%2025-09-302025-10-15history
UNP UNION PAC CORP5.0K shares-8.21%2025-09-302025-10-15history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS4.2K shares-0.43%2025-09-302025-10-15history
INTC INTEL CORP34.8K shares-36.00%2025-09-302025-10-15history
VB VANGUARD INDEX FDS4.6K shares-0.22%2025-09-302025-10-15history
LUMN LUMEN TECHNOLOGIES INC185.1K shares-13.95%2025-09-302025-10-15history
ADP AUTOMATIC DATA PROCESSING IN3.7K shares1.05%2025-09-302025-10-15history
T AT&T INC38.8K shares3.84%2025-09-302025-10-15history
BX BLACKSTONE INC6.3K shares4.13%2025-09-302025-10-15history
TJX TJX COS INC NEW7.4K shares-9.80%2025-09-302025-10-15history
Sponsored
XOM EXXON MOBIL CORP9.4K shares-3.91%2025-09-302025-10-15history
WELL WELLTOWER INC5.9K shares24.09%2025-09-302025-10-15history
IWD ISHARES TR5.1K shares0.00%2025-09-302025-10-15history
BKNG BOOKING HOLDINGS INC191 shares0.53%2025-09-302025-10-15history
UBER UBER TECHNOLOGIES INC10.4K shares-5.10%2025-09-302025-10-15history
ASML ASML HOLDING N V1.0K shares3.77%2025-09-302025-10-15history
JNJ JOHNSON & JOHNSON5.4K shares0.46%2025-09-302025-10-15history
VV VANGUARD INDEX FDS3.3K shares0.00%2025-09-302025-10-15history
Sponsored
VBK VANGUARD INDEX FDS3.3K shares-4.51%2025-09-302025-10-15history
LOW LOWES COS INC3.9K shares50.60%2025-09-302025-10-15history
CRM SALESFORCE INC4.1K shares0.00%2025-09-302025-10-15history
QCOM QUALCOMM INC5.8K shares1.90%2025-09-302025-10-15history
MS MORGAN STANLEY6.0K shares6.07%2025-09-302025-10-15history
AMAT APPLIED MATLS INC4.7K shares-3.76%2025-09-302025-10-15history
BK BANK NEW YORK MELLON CORP8.7K shares68.13%2025-09-302025-10-15history
NOW SERVICENOW INC1.0K shares2.63%2025-09-302025-10-15history
Sponsored
SPGI S&P GLOBAL INC1.9K shares4.61%2025-09-302025-10-15history
GEV GE VERNOVA INC1.5K shares114.29%2025-09-302025-10-15history
VZ VERIZON COMMUNICATIONS INC20.4K shares3.94%2025-09-302025-10-15history
IBN ICICI BANK LIMITED29.0K shares7.10%2025-09-302025-10-15history
BSX BOSTON SCIENTIFIC CORP8.5K shares-2.24%2025-09-302025-10-15history
PANW PALO ALTO NETWORKS INC4.1K shares69.78%2025-09-302025-10-15history
SONY SONY GROUP CORP28.4K shares3.83%2025-09-302025-10-15history
C CITIGROUP INC8.0K shares1.45%2025-09-302025-10-15history
Sponsored
NAGE NIAGEN BIOSCIENCE INC85.0K shares0.00%2025-09-302025-10-15history
ANET ARISTA NETWORKS INC5.4K shares-3.93%2025-09-302025-10-15history
WAB WABTEC3.9K shares-5.09%2025-09-302025-10-15history
BBVA BANCO BILBAO VIZCAYA ARGENTA40.1K shares39.85%2025-09-302025-10-15history
CVX CHEVRON CORP NEW4.9K shares7.24%2025-09-302025-10-15history
COF CAPITAL ONE FINL CORP3.5K shares64.50%2025-09-302025-10-15history
CIB GRUPO CIBEST SA14.3K shares-1.22%2025-09-302025-10-15history
DOV DOVER CORP4.4K shares-31.24%2025-09-302025-10-15history
Sponsored
NBIS NEBIUS GROUP N.V.6.6K shares0.75%2025-09-302025-10-15history
SPDW SPDR INDEX SHS FDS17.2K shares0.03%2025-09-302025-10-15history
VO VANGUARD INDEX FDS2.5K shares-0.64%2025-09-302025-10-15history
PM PHILIP MORRIS INTL INC4.4K shares-0.04%2025-09-302025-10-15history
A AGILENT TECHNOLOGIES INC5.6K shares5.29%2025-09-302025-10-15history
VIG VANGUARD SPECIALIZED FUNDS3.3K shares-2.12%2025-09-302025-10-15history
ISRG INTUITIVE SURGICAL INC1.6K shares81.50%2025-09-302025-10-15history
BNL BROADSTONE NET LEASE INC39.9K shares0.00%2025-09-302025-10-15history
Sponsored
JMST J P MORGAN EXCHANGE TRADED F13.9K shares0.71%2025-09-302025-10-15history
CME CME GROUP INC2.6K shares8.72%2025-09-302025-10-15history
PNC PNC FINL SVCS GROUP INC3.5K shares9.66%2025-09-302025-10-15history
AMGN AMGEN INC2.5K shares0.69%2025-09-302025-10-15history
AWK AMERICAN WTR WKS CO INC NEW5.0K sharesnew addition2025-09-302025-10-15history
PHYS SPROTT ASSET MANAGEMENT LP23.3K shares0.00%2025-09-302025-10-15history
TMUS T-MOBILE US INC2.9K shares-5.69%2025-09-302025-10-15history
PWR QUANTA SVCS INC1.6K shares-6.06%2025-09-302025-10-15history
Sponsored
BALL BALL CORP13.3K shares8.75%2025-09-302025-10-15history
UNH UNITEDHEALTH GROUP INC1.9K shares-17.52%2025-09-302025-10-15history
EMSF MATTHEWS INTL FDS22.7K shares26.31%2025-09-302025-10-15history
MDY SPDR S&P MIDCAP 400 ETF TR1.1K shares0.00%2025-09-302025-10-15history
DASH DOORDASH INC2.4K shares17.09%2025-09-302025-10-15history
KLAC KLA CORP596 shares58.93%2025-09-302025-10-15history
ALL ALLSTATE CORP3.0K shares-0.07%2025-09-302025-10-15history
STRL STERLING INFRASTRUCTURE INC1.9K shares0.00%2025-09-302025-10-15history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L20.3K shares0.53%2025-09-302025-10-15history
VUG VANGUARD INDEX FDS1.3K shares0.08%2025-09-302025-10-15history
TMO THERMO FISHER SCIENTIFIC INC1.3K shares-0.08%2025-09-302025-10-15history
SYK STRYKER CORPORATION1.7K shares-1.83%2025-09-302025-10-15history
RS RELIANCE INC2.2K shares-1.75%2025-09-302025-10-15history
JCI JOHNSON CTLS INTL PLC5.6K shares14.34%2025-09-302025-10-15history
CSCO CISCO SYS INC8.9K shares8.13%2025-09-302025-10-15history
ASX ASE TECHNOLOGY HLDG CO LTD54.1K shares9.94%2025-09-302025-10-15history
Sponsored
SCHW SCHWAB CHARLES CORP6.3K shares15.35%2025-09-302025-10-15history
NMR NOMURA HLDGS INC80.9K shares4.55%2025-09-302025-10-15history
RELX RELX PLC12.2K shares43.83%2025-09-302025-10-15history
SYY SYSCO CORP6.9K shares6.79%2025-09-302025-10-15history
HON HONEYWELL INTL INC2.7K shares-0.41%2025-09-302025-10-15history
ACN ACCENTURE PLC IRELAND2.3K shares-37.48%2025-09-302025-10-15history
IEI ISHARES TR4.7K shares0.00%2025-09-302025-10-15history
XYL XYLEM INC3.8K sharesnew addition2025-09-302025-10-15history
Sponsored
WF WOORI FINL GROUP INC10.0K shares12.64%2025-09-302025-10-15history
GWW GRAINGER W W INC585 shares-17.61%2025-09-302025-10-15history
WIT WIPRO LTD209.4K shares27.59%2025-09-302025-10-15history
CBRE CBRE GROUP INC3.5K shares8.95%2025-09-302025-10-15history
MCO MOODYS CORP1.1K shares4.39%2025-09-302025-10-15history
IJR ISHARES TR4.6K shares-0.48%2025-09-302025-10-15history
ADSK AUTODESK INC1.7K shares-7.12%2025-09-302025-10-15history
SNPS SYNOPSYS INC1.1K shares17.04%2025-09-302025-10-15history
Sponsored
DOCN DIGITALOCEAN HLDGS INC15.7K shares5.39%2025-09-302025-10-15history
CB CHUBB LIMITED1.9K shares-0.11%2025-09-302025-10-15history
IWB ISHARES TR1.4K shares0.00%2025-09-302025-10-15history
BMY BRISTOL-MYERS SQUIBB CO11.3K shares56.55%2025-09-302025-10-15history
PGR PROGRESSIVE CORP2.0K shares-1.54%2025-09-302025-10-15history
VXF VANGUARD INDEX FDS2.4K shares0.00%2025-09-302025-10-15history
MELI MERCADOLIBRE INC214 shares0.47%2025-09-302025-10-15history
HSBC HSBC HLDGS PLC7.0K shares-41.20%2025-09-302025-10-15history
Sponsored
MVIS MICROVISION INC DEL400.0K shares0.00%2025-09-302025-10-15history
HCA HCA HEALTHCARE INC1.1K shares0.88%2025-09-302025-10-15history
GSK GSK PLC11.2K sharesnew addition2025-09-302025-10-15history
SDY SPDR SERIES TRUST3.4K shares0.12%2025-09-302025-10-15history
VYM VANGUARD WHITEHALL FDS3.4K shares0.00%2025-09-302025-10-15history
USB US BANCORP DEL9.9K shares28.58%2025-09-302025-10-15history
RSP INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2025-09-302025-10-15history
LMT LOCKHEED MARTIN CORP932 shares-0.75%2025-09-302025-10-15history
Sponsored
EBAY EBAY INC.5.1K shares80.47%2025-09-302025-10-15history
SJM SMUCKER J M CO4.2K sharesnew addition2025-09-302025-10-15history
VIV TELEFONICA BRASIL SA36.0K shares48.09%2025-09-302025-10-15history
ITW ILLINOIS TOOL WKS INC1.8K shares25.70%2025-09-302025-10-15history
INFY INFOSYS LTD27.6K shares9.96%2025-09-302025-10-15history
HMC HONDA MOTOR LTD14.6K shares4.56%2025-09-302025-10-15history
GE GE AEROSPACE1.5K shares-1.39%2025-09-302025-10-15history
CTAS CINTAS CORP2.2K shares-7.87%2025-09-302025-10-15history
Sponsored
MU MICRON TECHNOLOGY INC2.6K shares-13.24%2025-09-302025-10-15history
TFC TRUIST FINL CORP9.6K shares-9.54%2025-09-302025-10-15history
RTX RTX CORPORATION2.6K shares-3.16%2025-09-302025-10-15history
SIVR ABRDN SILVER ETF TRUST9.6K shares0.00%2025-09-302025-10-15history
TT TRANE TECHNOLOGIES PLC1.0K shares18.50%2025-09-302025-10-15history
FI FISERV INC3.3K shares-6.02%2025-09-302025-10-15history
PLD PROLOGIS INC.3.7K shares0.03%2025-09-302025-10-15history
GRMN GARMIN LTD1.7K shares2.86%2025-09-302025-10-15history
Sponsored
DE DEERE & CO918 shares-36.56%2025-09-302025-10-15history
SCHX SCHWAB STRATEGIC TR15.5K shares0.84%2025-09-302025-10-15history
MCD MCDONALDS CORP1.3K shares-0.08%2025-09-302025-10-15history
PTC PTC INC2.0K shares41.49%2025-09-302025-10-15history
FAST FASTENAL CO8.0K shares42.89%2025-09-302025-10-15history
AVXC AMERICAN CENTY ETF TR6.6K shares0.00%2025-09-302025-10-15history
SPG SIMON PPTY GROUP INC NEW2.1K shares32.57%2025-09-302025-10-15history
BABA ALIBABA GROUP HLDG LTD2.2K shares22.75%2025-09-302025-10-15history
Sponsored
RPM RPM INTL INC3.3K sharesnew addition2025-09-302025-10-15history
NVS NOVARTIS AG3.0K shares-13.71%2025-09-302025-10-15history
REGN REGENERON PHARMACEUTICALS684 sharesnew addition2025-09-302025-10-15history
SNY SANOFI SA8.1K shares4.41%2025-09-302025-10-15history
PCAR PACCAR INC3.9K shares-14.97%2025-09-302025-10-15history
SPOT SPOTIFY TECHNOLOGY S A540 shares70.89%2025-09-302025-10-15history
OTIS OTIS WORLDWIDE CORP4.1K shares28.20%2025-09-302025-10-15history
ICE INTERCONTINENTAL EXCHANGE IN2.2K shares4.91%2025-09-302025-10-15history
Sponsored
CDNS CADENCE DESIGN SYSTEM INC1.1K shares-5.08%2025-09-302025-10-15history
UMC UNITED MICROELECTRONICS CORP49.2K shares38.63%2025-09-302025-10-15history
SCHE SCHWAB STRATEGIC TR11.1K shares-2.62%2025-09-302025-10-15history
KB KB FINL GROUP INC4.4K shares22.21%2025-09-302025-10-15history
ITOT ISHARES TR2.5K shares0.00%2025-09-302025-10-15history
TIP ISHARES TR3.3K sharesnew addition2025-09-302025-10-15history
BR BROADRIDGE FINL SOLUTIONS IN1.5K shares8.89%2025-09-302025-10-15history
LYV LIVE NATION ENTERTAINMENT IN2.2K shares-17.22%2025-09-302025-10-15history
Sponsored
EMXC ISHARES INC5.3K shares-4.16%2025-09-302025-10-15history
MSI MOTOROLA SOLUTIONS INC779 shares-4.06%2025-09-302025-10-15history
IGIB ISHARES TR6.5K shares0.00%2025-09-302025-10-15history
TTWO TAKE-TWO INTERACTIVE SOFTWAR1.4K shares15.86%2025-09-302025-10-15history
VDE VANGUARD WORLD FD2.8K shares0.00%2025-09-302025-10-15history
BP BP PLC10.1K shares-0.06%2025-09-302025-10-15history
FERG FERGUSON ENTERPRISES INC1.5K shares23.52%2025-09-302025-10-15history
BDX BECTON DICKINSON & CO1.8K sharesnew addition2025-09-302025-10-15history
Sponsored
RSPT INVESCO EXCHANGE TRADED FD T7.6K shares0.07%2025-09-302025-10-15history
SAP SAP SE1.3K shares-6.49%2025-09-302025-10-15history
AIG AMERICAN INTL GROUP INC4.3K shares-28.13%2025-09-302025-10-15history
KDP KEURIG DR PEPPER INC13.0K shares35.14%2025-09-302025-10-15history
MO ALTRIA GROUP INC4.9K shares0.65%2025-09-302025-10-15history
UL UNILEVER PLC5.5K shares-34.82%2025-09-302025-10-15history
FNB F N B CORP20.2K shares0.00%2025-09-302025-10-15history
O REALTY INCOME CORP5.3K sharesnew addition2025-09-302025-10-15history
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HUBB HUBBELL INC747 shares16.90%2025-09-302025-10-15history
URI UNITED RENTALS INC335 shares-36.19%2025-09-302025-10-15history
SPLV INVESCO EXCH TRADED FD TR II4.3K shares0.16%2025-09-302025-10-15history
CL COLGATE PALMOLIVE CO4.0K shares-19.09%2025-09-302025-10-15history
VGT VANGUARD WORLD FD424 shares0.00%2025-09-302025-10-15history
ROK ROCKWELL AUTOMATION INC905 shares22.46%2025-09-302025-10-15history
VRSK VERISK ANALYTICS INC1.3K shares-2.94%2025-09-302025-10-15history
KT KT CORP16.0K shares-9.49%2025-09-302025-10-15history
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KEYS KEYSIGHT TECHNOLOGIES INC1.8K sharesnew addition2025-09-302025-10-15history
PAYX PAYCHEX INC2.4K shares10.21%2025-09-302025-10-15history
CARR CARRIER GLOBAL CORPORATION5.1K shares-30.77%2025-09-302025-10-15history
CVMC MORGAN STANLEY ETF TRUST4.7K sharesnew addition2025-09-302025-10-15history
XCEM COLUMBIA ETF TR II8.3K shares0.00%2025-09-302025-10-15history
DLR DIGITAL RLTY TR INC1.7K shares20.40%2025-09-302025-10-15history
WFC WELLS FARGO CO NEW3.5K shares12.90%2025-09-302025-10-15history
XLF SELECT SECTOR SPDR TR5.4K shares-13.87%2025-09-302025-10-15history
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VMI VALMONT INDS INC750 shares0.00%2025-09-302025-10-15history
LYG LLOYDS BANKING GROUP PLC62.8K shares58.23%2025-09-302025-10-15history
TAK TAKEDA PHARMACEUTICAL CO LTD19.5K sharesnew addition2025-09-302025-10-15history
SHOP SHOPIFY INC1.9K shares-20.37%2025-09-302025-10-15history
TEL TE CONNECTIVITY PLC1.3K shares-59.81%2025-09-302025-10-15history
SCHA SCHWAB STRATEGIC TR10.1K shares2.06%2025-09-302025-10-15history
LNG CHENIERE ENERGY INC1.2K shares11.99%2025-09-302025-10-15history
BIIB BIOGEN INC2.0K sharesnew addition2025-09-302025-10-15history
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ESGG FLEXSHARES TR1.4K shares0.00%2025-09-302025-10-15history
HDB HDFC BANK LTD8.1K shares12.12%2025-09-302025-10-15history
ACWV ISHARES INC2.3K shares0.00%2025-09-302025-10-15history
TS TENARIS S A7.7K sharesnew addition2025-09-302025-10-15history
IBIT ISHARES BITCOIN TRUST ETF4.2K sharesnew addition2025-09-302025-10-15history
MPLX MPLX LP5.4K shares0.00%2025-09-302025-10-15history
CRWD CROWDSTRIKE HLDGS INC546 shares-9.00%2025-09-302025-10-15history
ETN EATON CORP PLC699 shares5.27%2025-09-302025-10-15history
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BAC BANK AMERICA CORP5.0K shares4.45%2025-09-302025-10-15history
CPNG COUPANG INC8.0K shares0.00%2025-09-302025-10-15history
EQIX EQUINIX INC329 shares-26.40%2025-09-302025-10-15history
CHKP CHECK POINT SOFTWARE TECH LT1.2K shares-4.90%2025-09-302025-10-15history
SMFG SUMITOMO MITSUI FINL GROUP I15.3K shares-14.01%2025-09-302025-10-15history
MNST MONSTER BEVERAGE CORP NEW3.8K sharesnew addition2025-09-302025-10-15history
NEE NEXTERA ENERGY INC3.3K shares-0.03%2025-09-302025-10-15history
NXPI NXP SEMICONDUCTORS N V1.1K sharesnew addition2025-09-302025-10-15history
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DHR DANAHER CORPORATION1.2K shares-21.84%2025-09-302025-10-15history
VMC VULCAN MATLS CO796 sharesnew addition2025-09-302025-10-15history
PRU PRUDENTIAL FINL INC2.3K shares-6.01%2025-09-302025-10-15history
WCN WASTE CONNECTIONS INC1.4K shares2.69%2025-09-302025-10-15history
USMV ISHARES TR2.5K shares-7.45%2025-09-302025-10-15history
FBTC FIDELITY WISE ORIGIN BITCOIN2.4K shares4.67%2025-09-302025-10-15history
SNA SNAP ON INC683 sharesnew addition2025-09-302025-10-15history
LPL LG DISPLAY CO LTD45.1K shares154.96%2025-09-302025-10-15history
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IT GARTNER INC884 sharesnew addition2025-09-302025-10-15history
CMI CUMMINS INC544 sharesnew addition2025-09-302025-10-15history
GD GENERAL DYNAMICS CORP666 sharesnew addition2025-09-302025-10-15history
STZ CONSTELLATION BRANDS INC1.7K shares-9.74%2025-09-302025-10-15history
VTHR VANGUARD SCOTTSDALE FDS771 shares0.00%2025-09-302025-10-15history
ECL ECOLAB INC826 shares-13.42%2025-09-302025-10-15history
ADBE ADOBE INC641 shares-51.40%2025-09-302025-10-15history
VEU VANGUARD INTL EQUITY INDEX F3.2K shares1.77%2025-09-302025-10-15history
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VTWO VANGUARD SCOTTSDALE FDS2.3K shares0.04%2025-09-302025-10-15history
DFAS DIMENSIONAL ETF TRUST3.3K shares0.00%2025-09-302025-10-15history
MDLZ MONDELEZ INTL INC3.6K shares-36.97%2025-09-302025-10-15history
COLB COLUMBIA BKG SYS INC8.6K shares0.01%2025-09-302025-10-15history
SCHD SCHWAB STRATEGIC TR8.1K shares1.90%2025-09-302025-10-15history
VRT VERTIV HOLDINGS CO1.4K sharesnew addition2025-09-302025-10-15history
CI THE CIGNA GROUP745 sharesnew addition2025-09-302025-10-15history
FLUT FLUTTER ENTMT PLC840 sharesnew addition2025-09-302025-10-15history
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MDT MEDTRONIC PLC2.2K shares-15.62%2025-09-302025-10-15history
BLK BLACKROCK INC181 shares-12.98%2025-09-302025-10-15history
MET METLIFE INC2.6K shares-3.14%2025-09-302025-10-15history
MSTR STRATEGY INC652 sharesnew addition2025-09-302025-10-15history
DFAI DIMENSIONAL ETF TRUST5.8K sharesnew addition2025-09-302025-10-15history
AMT AMERICAN TOWER CORP NEW1.1K shares-42.71%2025-09-302025-10-15history
NDAQ NASDAQ INC2.3K sharesnew addition2025-09-302025-10-15history
CAG CONAGRA BRANDS INC11.3K shares-18.43%2025-09-302025-10-15history
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COR CENCORA INC656 sharesnew addition2025-09-302025-10-15history
BIDU BAIDU INC1.5K sharesnew addition2025-09-302025-10-15history
DD DUPONT DE NEMOURS INC2.6K shares-40.31%2025-09-302025-10-15history
HSY HERSHEY CO1.1K shares-30.52%2025-09-302025-10-15history
UHAL.B U HAUL HOLDING COMPANY4.0K sharesnew addition2025-09-302025-10-15history
EFG ISHARES TR1.8K shares-12.57%2025-09-302025-10-15history
GGB GERDAU SA51.3K shares-29.37%2025-09-302025-10-15history
SAN BANCO SANTANDER S.A.11.1K shares-54.25%2025-09-302025-10-15history
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ABEV AMBEV SA47.5K shares225.48%2025-09-302025-10-15history
NOK NOKIA CORP17.2K shares-13.55%2025-09-302025-10-15history
TEF TELEFONICA S A14.5K shares-6.30%2025-09-302025-10-15history
GRAB GRAB HOLDINGS LIMITED10.1K sharesnew addition2025-09-302025-10-15history

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Put Option Holdings
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