The Analysis of Cadence Bank's Holdings
Currently, Cadence Bank holds 337 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in CADE (+550.8K shares, valued at $20.7M), COLB (+333.8K shares, valued at $8.6M), WMT (+63.6K shares, valued at $6.6M); decreased their positions in STZ (-34.8K shares, valued at $4.7M), LYB (-72.6K shares, valued at $3.6M), AVGO (-8.2K shares, valued at $2.7M); initiated new positions in COLB (+333.8K shares, valued at $8.6M), RKT (+18.3K shares, valued at $354.4K), DFAX (+11.1K shares, valued at $347.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MUSA MURPHY USA INC414.7K shares0.00%2025-09-302025-11-13
MGC VANGUARD WORLD FD430.9K shares1.75%2025-09-302025-11-13 AVGO BROADCOM INC221.1K shares-3.59%2025-09-302025-11-13 MSFT MICROSOFT CORP138.9K shares0.13%2025-09-302025-11-13 AAPL APPLE INC206.5K shares-2.66%2025-09-302025-11-13 MUR MURPHY OIL CORP1.8M shares-0.21%2025-09-302025-11-13 CADE CADENCE BANK1.2M shares82.71%2025-09-302025-11-13 NVDA NVIDIA CORPORATION211.3K shares-1.38%2025-09-302025-11-13 GOOGL ALPHABET INC151.4K shares-0.45%2025-09-302025-11-13 WMT WALMART INC355.6K shares21.77%2025-09-302025-11-13 ACWX ISHARES TR424.0K shares2.28%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR38.5K shares-2.03%2025-09-302025-11-13 VO VANGUARD INDEX FDS83.1K shares4.48%2025-09-302025-11-13 XOM EXXON MOBIL CORP213.6K shares0.30%2025-09-302025-11-13 AMAT APPLIED MATLS INC115.4K shares0.11%2025-09-302025-11-13 RTX RTX CORPORATION131.3K shares0.97%2025-09-302025-11-13 VB VANGUARD INDEX FDS83.9K shares5.15%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO138.0K shares-0.04%2025-09-302025-11-13 PRU PRUDENTIAL FINL INC179.0K shares2.43%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL622.7K shares1.31%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.52.5K shares-2.20%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS219.4K shares26.53%2025-09-302025-11-13 TFC TRUIST FINL CORP336.0K shares7.95%2025-09-302025-11-13 ABBV ABBVIE INC63.1K shares-0.24%2025-09-302025-11-13 PEP PEPSICO INC102.4K shares2.51%2025-09-302025-11-13 CSCO CISCO SYS INC209.3K shares0.86%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP38.8K shares0.99%2025-09-302025-11-13 NKE NIKE INC168.6K shares2.60%2025-09-302025-11-13 MCD MCDONALDS CORP36.7K shares0.83%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS182.2K shares0.96%2025-09-302025-11-13 VOO VANGUARD INDEX FDS17.5K shares40.55%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC74.0K shares0.83%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO229.2K shares28.35%2025-09-302025-11-13 MTN VAIL RESORTS INC68.3K shares1.57%2025-09-302025-11-13 BEN FRANKLIN RESOURCES INC430.3K shares2.14%2025-09-302025-11-13 QSR RESTAURANT BRANDS INTL INC150.6K shares34.98%2025-09-302025-11-13 TROW PRICE T ROWE GROUP INC93.2K shares2.68%2025-09-302025-11-13 SIRI SIRIUSXM HOLDINGS INC407.9K shares1.15%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC58.0K shares1.88%2025-09-302025-11-13 FLOT ISHARES TR177.1K shares20.51%2025-09-302025-11-13 AMZN AMAZON COM INC40.6K shares3.66%2025-09-302025-11-13 LLY ELI LILLY & CO11.4K shares0.42%2025-09-302025-11-13 COLB COLUMBIA BKG SYS INC333.8K sharesnew addition2025-09-302025-11-13 LW LAMB WESTON HLDGS INC142.9K shares1.72%2025-09-302025-11-13 KNTK KINETIK HOLDINGS INC187.3K shares2.99%2025-09-302025-11-13 FDX FEDEX CORP33.9K shares0.24%2025-09-302025-11-13 NTR NUTRIEN LTD136.1K shares0.83%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F130.1K shares-25.45%2025-09-302025-11-13 MDT MEDTRONIC PLC77.5K shares0.69%2025-09-302025-11-13 PFE PFIZER INC289.2K shares-0.22%2025-09-302025-11-13 LOW LOWES COS INC29.2K shares-0.61%2025-09-302025-11-13 QCOM QUALCOMM INC42.6K shares0.64%2025-09-302025-11-13 TTE TOTALENERGIES SE115.6K shares1.30%2025-09-302025-11-13 MA MASTERCARD INCORPORATED11.7K shares-0.12%2025-09-302025-11-13 FHI FEDERATED HERMES INC128.0K shares0.03%2025-09-302025-11-13 CAG CONAGRA BRANDS INC356.0K shares-3.22%2025-09-302025-11-13 EFA ISHARES TR69.6K shares-0.20%2025-09-302025-11-13 EOG EOG RES INC57.1K shares0.63%2025-09-302025-11-13 BAC BANK AMERICA CORP121.9K shares32.84%2025-09-302025-11-13 HD HOME DEPOT INC15.3K shares0.24%2025-09-302025-11-13 V VISA INC17.6K shares-4.71%2025-09-302025-11-13 HPQ HP INC220.0K shares-2.77%2025-09-302025-11-13 CVX CHEVRON CORP NEW38.4K shares-5.12%2025-09-302025-11-13 UPS UNITED PARCEL SERVICE INC70.2K shares-4.08%2025-09-302025-11-13 JEPQ J P MORGAN EXCHANGE TRADED F100.3K shares37.86%2025-09-302025-11-13 IWF ISHARES TR12.3K shares-0.60%2025-09-302025-11-13 SYY SYSCO CORP68.6K shares-0.22%2025-09-302025-11-13 DPZ DOMINOS PIZZA INC12.7K shares1.96%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON29.3K shares-1.67%2025-09-302025-11-13 CMCSA COMCAST CORP NEW163.1K shares-4.64%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS18.1K shares-0.24%2025-09-302025-11-13 ABT ABBOTT LABS38.0K shares-0.84%2025-09-302025-11-13 ANET ARISTA NETWORKS INC33.2K shares0.83%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL9.3K shares3.28%2025-09-302025-11-13 RDIV INVESCO EXCH TRADED FD TR II89.5K shares2.38%2025-09-302025-11-13 AMP AMERIPRISE FINL INC9.0K shares-3.60%2025-09-302025-11-13 PWR QUANTA SVCS INC10.5K shares-0.10%2025-09-302025-11-13 KO COCA COLA CO64.4K shares-0.89%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP19.3K shares0.15%2025-09-302025-11-13 UNP UNION PAC CORP17.2K shares-0.10%2025-09-302025-11-13 VTI VANGUARD INDEX FDS11.7K shares3.02%2025-09-302025-11-13 GOOG ALPHABET INC15.5K shares-3.17%2025-09-302025-11-13 ETN EATON CORP PLC10.0K shares-3.51%2025-09-302025-11-13 VOYA VOYA FINANCIAL INC49.3K shares59.87%2025-09-302025-11-13 MCK MCKESSON CORP4.7K shares0.19%2025-09-302025-11-13 LRCX LAM RESEARCH CORP26.9K shares0.41%2025-09-302025-11-13 HMC HONDA MOTOR LTD115.9K shares1.43%2025-09-302025-11-13 APH AMPHENOL CORP NEW28.2K shares0.78%2025-09-302025-11-13 NSC NORFOLK SOUTHN CORP11.3K shares-0.79%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW3.6K shares1.58%2025-09-302025-11-13 IVW ISHARES TR27.0K shares-0.83%2025-09-302025-11-13 MRK MERCK & CO INC38.8K shares-1.53%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD11.6K shares0.21%2025-09-302025-11-13 FI FISERV INC24.1K shares-0.18%2025-09-302025-11-13 IVE ISHARES TR15.0K shares-0.12%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS35.3K shares14.27%2025-09-302025-11-13 IJH ISHARES TR44.3K shares-2.26%2025-09-302025-11-13 PCH POTLATCHDELTIC CORPORATION69.3K shares0.00%2025-09-302025-11-13 CMI CUMMINS INC6.7K shares0.26%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC3.5K shares0.85%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND11.0K shares-4.78%2025-09-302025-11-13 QQQ INVESCO QQQ TR4.5K shares-1.20%2025-09-302025-11-13 PZZA PAPA JOHNS INTL INC56.3K shares-49.49%2025-09-302025-11-13 VOOG VANGUARD ADMIRAL FDS INC5.6K shares52.29%2025-09-302025-11-13 RNST NEW RENASANT CORP65.4K shares-1.21%2025-09-302025-11-13 ALL ALLSTATE CORP11.2K shares-0.67%2025-09-302025-11-13 TRV TRAVELERS COMPANIES INC8.5K shares-0.28%2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC21.9K shares0.14%2025-09-302025-11-13 META META PLATFORMS INC3.2K shares-29.68%2025-09-302025-11-13 DHR DANAHER CORPORATION11.6K shares0.02%2025-09-302025-11-13 ROP ROPER TECHNOLOGIES INC4.6K shares0.26%2025-09-302025-11-13 IVV ISHARES TR3.4K shares-13.37%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS28.3K shares33.54%2025-09-302025-11-13 PEG PUBLIC SVC ENTERPRISE GRP IN26.1K shares-0.10%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO6.5K shares0.08%2025-09-302025-11-13 TXN TEXAS INSTRS INC11.5K shares-4.43%2025-09-302025-11-13 ORCL ORACLE CORP7.4K shares-1.11%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC4.3K shares3.16%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP6.3K shares-8.03%2025-09-302025-11-13 RF NEW REGIONS FINANCIAL CORP78.0K shares0.06%2025-09-302025-11-13 COP CONOCOPHILLIPS21.4K shares0.07%2025-09-302025-11-13 EVR EVERCORE INC5.9K shares0.00%2025-09-302025-11-13 GILD GILEAD SCIENCES INC17.7K shares1.53%2025-09-302025-11-13 IJR ISHARES TR16.3K shares-1.26%2025-09-302025-11-13 EPD ENTERPRISE PRODS PARTNERS L60.3K shares2.16%2025-09-302025-11-13 UFPI UFP INDUSTRIES INC19.7K shares0.36%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC40.8K shares-2.85%2025-09-302025-11-13 INTU INTUIT2.6K shares0.59%2025-09-302025-11-13 PGR PROGRESSIVE CORP6.9K shares0.35%2025-09-302025-11-13 ADBE ADOBE INC4.8K shares-0.81%2025-09-302025-11-13 IWB ISHARES TR4.5K shares0.00%2025-09-302025-11-13 LYV LIVE NATION ENTERTAINMENT IN10.1K shares0.69%2025-09-302025-11-13 UTHR UNITED THERAPEUTICS CORP DEL3.9K shares0.00%2025-09-302025-11-13 MPC MARATHON PETE CORP8.5K shares5.11%2025-09-302025-11-13 DRI DARDEN RESTAURANTS INC8.5K shares0.04%2025-09-302025-11-13 SDY SPDR SERIES TRUST11.3K shares-7.25%2025-09-302025-11-13 AMGN AMGEN INC5.5K shares2.70%2025-09-302025-11-13 SNPS SYNOPSYS INC3.1K shares2.38%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING IN COM5.1K shares-1.85%2025-09-302025-11-13 DIS DISNEY WALT CO13.1K shares-1.93%2025-09-302025-11-13 CPRT COPART INC32.9K shares0.42%2025-09-302025-11-13 DHS WISDOMTREE TR14.6K shares-0.98%2025-09-302025-11-13 ARKK ARK ETF TR17.0K shares88.89%2025-09-302025-11-13 SIMO SILICON MOTION TECHNOLOGY CO15.5K shares0.39%2025-09-302025-11-13 IWP ISHARES TR10.3K shares-0.24%2025-09-302025-11-13 SPGI S&P GLOBAL INC2.9K shares-1.28%2025-09-302025-11-13 VLO VALERO ENERGY CORP8.2K shares0.20%2025-09-302025-11-13 VRSK VERISK ANALYTICS INC5.4K shares0.07%2025-09-302025-11-13 SO SOUTHERN CO14.4K shares-8.11%2025-09-302025-11-13 DON WISDOMTREE TR25.7K shares-4.80%2025-09-302025-11-13 DE DEERE & CO2.9K shares-0.20%2025-09-302025-11-13 TJX TJX COS INC NEW9.3K shares0.40%2025-09-302025-11-13 DTE DTE ENERGY CO9.3K shares0.02%2025-09-302025-11-13 MBB ISHARES TR13.7K shares-2.11%2025-09-302025-11-13 VYMI VANGUARD WHITEHALL FDS15.1K shares-0.69%2025-09-302025-11-13 NTES NETEASE INC8.3K shares0.00%2025-09-302025-11-13 GIS GENERAL MLS INC24.8K shares0.00%2025-09-302025-11-13 MO ALTRIA GROUP INC18.6K shares-0.32%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF18.5K shares143.75%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP2.4K shares-5.20%2025-09-302025-11-13 TGT TARGET CORP13.2K shares-1.03%2025-09-302025-11-13 T AT&T INC41.7K shares-1.37%2025-09-302025-11-13 ULTA ULTA BEAUTY INC2.1K shares0.00%2025-09-302025-11-13 BAC-PL BANK AMERICA CORP888 shares0.00%2025-09-302025-11-13 SSD SIMPSON MFG INC6.6K shares0.45%2025-09-302025-11-13 DVY ISHARES TR7.8K shares-1.76%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR1.8K shares0.00%2025-09-302025-11-13 KLAC KLA CORP995 shares0.20%2025-09-302025-11-13 IWS ISHARES TR7.6K shares-0.13%2025-09-302025-11-13 CRM SALESFORCE INC4.4K shares0.18%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS17.7K shares130.41%2025-09-302025-11-13 IWO ISHARES TR3.2K shares-1.68%2025-09-302025-11-13 DFUS DIMENSIONAL ETF TRUST13.9K shares-2.12%2025-09-302025-11-13 WSM WILLIAMS SONOMA INC5.0K shares0.00%2025-09-302025-11-13 OUNZ VANECK MERK GOLD ETF25.4K shares143.80%2025-09-302025-11-13 IJK ISHARES TR9.8K shares-0.28%2025-09-302025-11-13 PNC PNC FINL SVCS GROUP INC4.6K shares-2.01%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC2.7K shares1.10%2025-09-302025-11-13 IEFA ISHARES TR10.5K shares-2.05%2025-09-302025-11-13 MET METLIFE INC11.1K shares0.02%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW7.2K shares-3.46%2025-09-302025-11-13 AOS SMITH A O CORP12.1K shares0.41%2025-09-302025-11-13 IWD ISHARES TR4.4K shares-0.14%2025-09-302025-11-13 SEIC SEI INVTS CO10.4K shares0.00%2025-09-302025-11-13 D DOMINION ENERGY INC13.5K shares4.75%2025-09-302025-11-13 THO THOR INDS INC7.9K shares0.45%2025-09-302025-11-13 ET ENERGY TRANSFER L P47.5K shares0.10%2025-09-302025-11-13 GNTX GENTEX CORP28.8K shares29.56%2025-09-302025-11-13 NEE NEXTERA ENERGY INC10.7K shares-1.10%2025-09-302025-11-13 IJJ ISHARES TR6.1K shares-0.53%2025-09-302025-11-13 WEST WESTROCK COFFEE CO162.5K shares0.00%2025-09-302025-11-13 IWM ISHARES TR3.2K shares0.00%2025-09-302025-11-13 CAT CATERPILLAR INC1.6K shares-20.72%2025-09-302025-11-13 AM ANTERO MIDSTREAM CORP40.0K shares-1.04%2025-09-302025-11-13 GSK GSK PLC17.6K shares0.84%2025-09-302025-11-13 HON HONEYWELL INTL INC3.6K shares-1.04%2025-09-302025-11-13 EE EXCELERATE ENERGY INC30.0K shares0.00%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC1.5K shares3.46%2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST18.7K shares228.40%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC7.4K shares1.68%2025-09-302025-11-13 IEF ISHARES TR7.4K shares-14.39%2025-09-302025-11-13 DFUV DIMENSIONAL ETF TRUST15.7K shares15.71%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS3.2K shares-31.99%2025-09-302025-11-13 PRF INVESCO EXCHANGE TRADED FD T14.6K shares-12.77%2025-09-302025-11-13 NVS NOVARTIS AG5.1K shares0.00%2025-09-302025-11-13 ICLR ICON PLC3.7K shares-0.16%2025-09-302025-11-13 CF CF INDS HLDGS INC7.3K shares-7.78%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR7.3K shares-9.70%2025-09-302025-11-13 DK DELEK US HLDGS INC NEW20.0K shares0.00%2025-09-302025-11-13 WFC WELLS FARGO CO NEW7.7K shares1.00%2025-09-302025-11-13 TRMK TRUSTMARK CORP16.0K shares0.00%2025-09-302025-11-13 EMR EMERSON ELEC CO4.8K shares1.79%2025-09-302025-11-13 TSN TYSON FOODS INC11.5K shares-0.04%2025-09-302025-11-13 DEM WISDOMTREE TR13.4K shares-0.10%2025-09-302025-11-13 UL UNILEVER PLC10.1K shares-4.49%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC110 shares0.00%2025-09-302025-11-13 ECL ECOLAB INC2.1K shares-9.81%2025-09-302025-11-13 NN NEXTNAV INC41.0K shares0.00%2025-09-302025-11-13 BLK BLACKROCK INC501 shares1.01%2025-09-302025-11-13 TSLA TESLA INC1.3K shares6.24%2025-09-302025-11-13 IEI ISHARES TR4.9K shares0.00%2025-09-302025-11-13 MDLZ MONDELEZ INTL INC9.2K shares-12.50%2025-09-302025-11-13 IPG INTERPUBLIC GROUP COS INC20.5K shares0.15%2025-09-302025-11-13 UNM UNUM GROUP7.2K shares-7.84%2025-09-302025-11-13 AEP AMERICAN ELEC PWR CO INC5.0K shares-6.26%2025-09-302025-11-13 ETR ENTERGY CORP NEW5.8K shares0.28%2025-09-302025-11-13 IJT ISHARES TR3.8K shares0.00%2025-09-302025-11-13 AGG ISHARES TR5.4K shares-0.52%2025-09-302025-11-13 BA BOEING CO2.5K shares-0.60%2025-09-302025-11-13 GLD SPDR GOLD TR1.5K shares-5.28%2025-09-302025-11-13 FNV FRANCO NEV CORP2.3K shares0.00%2025-09-302025-11-13 O REALTY INCOME CORP8.1K shares47.15%2025-09-302025-11-13 IWN ISHARES TR2.8K shares-0.11%2025-09-302025-11-13 WMB WILLIAMS COS INC7.7K shares-12.04%2025-09-302025-11-13 PLD PROLOGIS INC.4.2K shares2.11%2025-09-302025-11-13 FIS FIDELITY NATL INFORMATION SV7.3K shares-0.07%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW2.5K shares-26.73%2025-09-302025-11-13 LKQ LKQ CORP15.2K shares4.34%2025-09-302025-11-13 MGK VANGUARD WORLD FD1.1K shares0.00%2025-09-302025-11-13 VGT VANGUARD WORLD FD610 shares0.00%2025-09-302025-11-13 GE GE AEROSPACE1.5K shares2.10%2025-09-302025-11-13 IWR ISHARES TR4.7K shares0.00%2025-09-302025-11-13 IEMG ISHARES INC6.8K shares-7.50%2025-09-302025-11-13 STZ CONSTELLATION BRANDS INC3.3K shares-91.37%2025-09-302025-11-13 ALK ALASKA AIR GROUP INC8.9K shares-8.43%2025-09-302025-11-13 CNP CENTERPOINT ENERGY INC11.3K shares-0.96%2025-09-302025-11-13 C CITIGROUP INC4.3K shares1.59%2025-09-302025-11-13 DG DOLLAR GEN CORP NEW4.2K shares0.14%2025-09-302025-11-13 ED CONSOLIDATED EDISON INC4.3K shares0.75%2025-09-302025-11-13 SAN BANCO SANTANDER S.A.40.4K shares0.00%2025-09-302025-11-13 VEGN ETF SER SOLUTIONS7.0K shares-1.06%2025-09-302025-11-13 OHI OMEGA HEALTHCARE INVS INC9.7K shares-45.27%2025-09-302025-11-13 LUV SOUTHWEST AIRLS CO12.8K shares-23.45%2025-09-302025-11-13 INTC INTEL CORP12.2K shares-6.84%2025-09-302025-11-13 CL COLGATE PALMOLIVE CO5.0K shares-0.55%2025-09-302025-11-13 JHMU JOHN HANCOCK EXCHANGE TRADED15.4K shares0.00%2025-09-302025-11-13 COR CENCORA INC1.3K shares0.32%2025-09-302025-11-13 VBR VANGUARD INDEX FDS1.8K shares-0.61%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO1.1K shares0.47%2025-09-302025-11-13 LYB LYONDELLBASELL INDUSTRIES N7.5K shares-90.67%2025-09-302025-11-13 RGLD ROYAL GOLD INC1.8K shares0.00%2025-09-302025-11-13 RKT ROCKET COS INC18.3K sharesnew addition2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST5.2K shares-0.94%2025-09-302025-11-13 BSM BLACK STONE MINERALS L P26.7K shares-33.36%2025-09-302025-11-13 JBHT HUNT J B TRANS SVCS INC2.6K shares0.00%2025-09-302025-11-13 CVS CVS HEALTH CORP4.6K shares0.04%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST11.1K sharesnew addition2025-09-302025-11-13 MS MORGAN STANLEY2.2K shares3.02%2025-09-302025-11-13 VTEI VANGUARD MUN BD FDS3.5K sharesnew addition2025-09-302025-11-13 QUAL ISHARES TR1.8K shares-1.56%2025-09-302025-11-13 AJG GALLAGHER ARTHUR J & CO1.1K shares0.54%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC1.7K shares8.18%2025-09-302025-11-13 MMM 3M CO2.1K shares-9.42%2025-09-302025-11-13 A AGILENT TECHNOLOGIES INC2.6K shares1.10%2025-09-302025-11-13 VTV VANGUARD INDEX FDS1.8K shares6.91%2025-09-302025-11-13 MLPA GLOBAL X FDS6.8K shares0.00%2025-09-302025-11-13 F FORD MTR CO26.8K shares9.39%2025-09-302025-11-13 MASI MASIMO CORP2.2K shares0.00%2025-09-302025-11-13 VGIT VANGUARD SCOTTSDALE FDS5.3K shares-3.27%2025-09-302025-11-13 PSX PHILLIPS 662.3K shares-2.95%2025-09-302025-11-13 CINF CINCINNATI FINL CORP2.0K shares0.20%2025-09-302025-11-13 PAYX PAYCHEX INC2.5K shares0.49%2025-09-302025-11-13 KMB KIMBERLY-CLARK CORP2.5K shares-23.31%2025-09-302025-11-13 LNG CHENIERE ENERGY INC1.3K shares-5.95%2025-09-302025-11-13 EIX EDISON INTL5.5K shares0.55%2025-09-302025-11-13 TEL TE CONNECTIVITY PLC1.4K shares0.74%2025-09-302025-11-13 SYK STRYKER CORPORATION799 shares0.76%2025-09-302025-11-13 WY WEYERHAEUSER CO MTN BE11.4K shares0.00%2025-09-302025-11-13 SBRA SABRA HEALTH CARE REIT INC15.0K shares0.00%2025-09-302025-11-13 WPC WP CAREY INC4.0K shares0.00%2025-09-302025-11-13 ULST SSGA ACTIVE ETF TR6.6K shares0.00%2025-09-302025-11-13 PSA PUBLIC STORAGE OPER CO926 shares-3.04%2025-09-302025-11-13 MTUM ISHARES TR1.0K shares-0.19%2025-09-302025-11-13 HBAN HUNTINGTON BANCSHARES INC15.4K shares-4.57%2025-09-302025-11-13 SPGP INVESCO EXCHANGE TRADED FD T2.3K shares0.00%2025-09-302025-11-13 SJM SMUCKER J M CO2.3K shares0.00%2025-09-302025-11-13 ICF ISHARES TR4.0K shares0.00%2025-09-302025-11-13 NOW SERVICENOW INC267 shares2.69%2025-09-302025-11-13 AMLP ALPS ETF TR5.2K shares0.00%2025-09-302025-11-13 JPEM J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2025-09-302025-11-13 CCI CROWN CASTLE INC2.5K shares-1.46%2025-09-302025-11-13 GEV GE VERNOVA INC390 shares2.09%2025-09-302025-11-13 VFH VANGUARD WORLD FD1.8K shares0.00%2025-09-302025-11-13 CFG CITIZENS FINL GROUP INC4.5K shares-0.45%2025-09-302025-11-13 SMLF ISHARES TR3.2K shares0.00%2025-09-302025-11-13 VUG VANGUARD INDEX FDS486 sharesnew addition2025-09-302025-11-13 IGV ISHARES TR2.0K shares0.00%2025-09-302025-11-13 DGRS WISDOMTREE TR4.6K shares-0.13%2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST5.0K shares0.00%2025-09-302025-11-13 VFMO VANGUARD WELLINGTON FD1.2K shares0.00%2025-09-302025-11-13 SPMO INVESCO EXCH TRADED FD TR II1.9K shares0.00%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS2.5K sharesnew addition2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F4.1K shares-11.25%2025-09-302025-11-13 USMV ISHARES TR2.3K shares-4.80%2025-09-302025-11-13 CB CHUBB LIMITED758 shares1.47%2025-09-302025-11-13 ICE INTERCONTINENTAL EXCHANGE IN1.3K shares8.97%2025-09-302025-11-13 VONE VANGUARD SCOTTSDALE FDS700 sharesnew addition2025-09-302025-11-13 IUSB ISHARES TR4.5K shares-2.44%2025-09-302025-11-13 ITW ILLINOIS TOOL WKS INC810 shares-4.26%2025-09-302025-11-13 KRP KIMBELL RTY PARTNERS LP15.6K shares0.00%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS4.2K sharesnew addition2025-09-302025-11-13 FIHL FIDELIS INSURANCE HOLDINGS L11.6K shares0.00%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST3.6K sharesnew addition2025-09-302025-11-13 EBAY EBAY INC.2.3K shares-21.75%2025-09-302025-11-13 IWV ISHARES TR545 shares-20.09%2025-09-302025-11-13 EXC EXELON CORP4.5K shares-13.56%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR722 sharesnew addition2025-09-302025-11-13 FRT FEDERAL RLTY INVT TR NEW2.0K sharesnew addition2025-09-302025-11-13 FN FABRINET554 sharesnew addition2025-09-302025-11-13 NFRA FLEXSHARES TR3.2K shares-0.93%2025-09-302025-11-13 VOOV VANGUARD ADMIRAL FDS INC1.0K sharesnew addition2025-09-302025-11-13 GNL GLOBAL NET LEASE INC15.5K shares-24.39%2025-09-302025-11-13 PSEC PROSPECT CAP CORP39.2K shares4.58%2025-09-302025-11-13 AMCR AMCOR PLC11.0K sharesnew addition2025-09-302025-11-13 LUMN LUMEN TECHNOLOGIES INC10.0K shares0.00%2025-09-302025-11-13 TGB TASEKO MINES LTD10.1K shares-39.41%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available