The Analysis of CAPTRUST FINANCIAL ADVISORS's Holdings
Currently, CAPTRUST FINANCIAL ADVISORS holds 2621 types of securities in its portfolio with a total value $49.0B. In the most recent quarter, they have increased their positions in SHY (+6.3M shares, valued at $521.1M), IEI (+2.0M shares, valued at $238.1M), JBND (+4.2M shares, valued at $226.5M); decreased their positions in IEF (-4.9M shares, valued at $470.4M), AGG (-2.8M shares, valued at $279.7M), BIL (-2.0M shares, valued at $180.7M); initiated new positions in JBND (+4.2M shares, valued at $226.5M), JMTG (+985.8K shares, valued at $50.3M), DUNK (+498.4K shares, valued at $12.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES CORE S&P 500 ETF4.0M shares2.75%2025-09-302025-11-19
VEA VANGUARD FTSE DEVELOPED MARKETS ETF28.5M shares14.18%2025-09-302025-11-19 AAPL APPLE INC COM6.2M shares0.51%2025-09-302025-11-19 SHY ISHARES 1-3 YEAR TREASURY BOND ETF17.0M shares58.47%2025-09-302025-11-19 MSFT MICROSOFT CORP COM2.6M shares1.39%2025-09-302025-11-19 VTV VANGUARD VALUE6.2M shares6.21%2025-09-302025-11-19 NVDA NVIDIA CORPORATION COM6.0M shares7.59%2025-09-302025-11-19 VOO VANGUARD S&P 500 ETF1.2M shares1.11%2025-09-302025-11-19 VUG VANGUARD GROWTH ETF1.5M shares-1.34%2025-09-302025-11-19 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF8.3M shares37.86%2025-09-302025-11-19 IEI ISHARES 3-7 YEAR TREASURY BOND ETF5.6M shares54.58%2025-09-302025-11-19 MGK VANGUARD MEGA CAP GROWTH ETF1.6M shares-4.35%2025-09-302025-11-19 VB VANGUARD SMALL-CAP ETF2.5M shares5.22%2025-09-302025-11-19 GOOGL ALPHABET INC CAP STK CL A2.6M shares4.27%2025-09-302025-11-19 IEMG ISHARES CORE MSCI EMERGING MARKET ETF8.5M shares4.65%2025-09-302025-11-19 AGG ISHARES CORE U.S. AGGREGATE BOND ETF5.4M shares-34.06%2025-09-302025-11-19 AMZN AMAZON COM INC COM2.4M shares2.17%2025-09-302025-11-19 SPY SPDR S&P 500 ETF TRUST744.3K shares-2.86%2025-09-302025-11-19 IEF ISHARES 7-10 YEAR TREASURY BOND ETF5.1M shares-48.81%2025-09-302025-11-19 SCHX SCHWAB U.S. LARGE-CAP ETF18.5M shares1.49%2025-09-302025-11-19 BSV VANGUARD SHORT-TERM BOND ETF5.9M shares9.65%2025-09-302025-11-19 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF17.0M shares4.41%2025-09-302025-11-19 IWB ISHARES RUSSELL 1000 ETF1.2M shares-0.45%2025-09-302025-11-19 AVGO BROADCOM INC COM1.2M shares9.44%2025-09-302025-11-19 META META PLATFORMS INC.545.2K shares0.74%2025-09-302025-11-19 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW760.9K shares0.18%2025-09-302025-11-19 USFR WISDOMTREE FLOATING RATE TREASURY FUND7.1M shares1.65%2025-09-302025-11-19 JGRO JPMORGAN ACTIVE GROWTH ETF3.7M shares2.64%2025-09-302025-11-19 BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF3.8M shares-34.08%2025-09-302025-11-19 ABBV ABBVIE INC COM1.5M shares2.67%2025-09-302025-11-19 MA MASTERCARD INCORPORATED CL A555.5K shares2.56%2025-09-302025-11-19 PG PROCTER AND GAMBLE CO COM1.8M shares0.03%2025-09-302025-11-19 JPM JPMORGAN CHASE & CO. COM871.5K shares1.27%2025-09-302025-11-19 VIG VANGUARD DIVIDEND APPRECIATION ETF1.2M shares-0.61%2025-09-302025-11-19 VBR VANGUARD SMALL CAP VALUE ETF1.2M shares7.73%2025-09-302025-11-19 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4.6M shares8.47%2025-09-302025-11-19 VTI VANGUARD TOTAL STOCK MARKETS ETF699.1K shares0.86%2025-09-302025-11-19 QQQ INVESCO QQQ TRUST SERIES I380.2K shares-0.23%2025-09-302025-11-19 JBND JPMORGAN ACTIVE BOND ETF4.2M sharesnew addition2025-09-302025-11-19 IWF ISHARES RUSSELL 1000 GROWTH ETF466.7K shares-1.99%2025-09-302025-11-19 GILD GILEAD SCIENCES INC COM1.9M shares1.57%2025-09-302025-11-19 GOOG ALPHABET INC CAP STK CL C867.4K shares-0.14%2025-09-302025-11-19 GRMN GARMIN LTD SHS841.3K shares1.54%2025-09-302025-11-19 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF2.4M shares7.32%2025-09-302025-11-19 CVX CHEVRON CORP NEW COM1.3M shares5.19%2025-09-302025-11-19 V VISA INC COM CL A578.9K shares1.86%2025-09-302025-11-19 FLXR TCW FLEXIBLE INCOME ETF4.8M shares12.28%2025-09-302025-11-19 KR KROGER CO COM2.8M shares1.78%2025-09-302025-11-19 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF1.8M shares3.73%2025-09-302025-11-19 XOM EXXON MOBIL CORP COM1.6M shares4.72%2025-09-302025-11-19 IAU ISHARES GOLD TRUST2.4M shares-0.58%2025-09-302025-11-19 XLK TECHNOLOGY SELECT SECTOR SPDR FUND611.9K shares-7.44%2025-09-302025-11-19 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF7.5M shares3.05%2025-09-302025-11-19 CSCO CISCO SYS INC COM2.5M shares3.34%2025-09-302025-11-19 LRCX LAM RESEARCH CORP COM NEW1.2M shares1.77%2025-09-302025-11-19 WSM WILLIAMS SONOMA INC COM847.1K shares3.46%2025-09-302025-11-19 COST COSTCO WHSL CORP NEW COM175.1K shares-1.08%2025-09-302025-11-19 VRSN VERISIGN INC COM576.4K shares174.83%2025-09-302025-11-19 IBM INTERNATIONAL BUSINESS MACHS COM567.8K shares-0.14%2025-09-302025-11-19 WSO WATSCO INC COM390.5K shares0.35%2025-09-302025-11-19 LOW LOWES COS INC COM604.7K shares0.22%2025-09-302025-11-19 CME CME GROUP INC COM552.9K shares5.94%2025-09-302025-11-19 BAC BANK AMERICA CORP COM2.9M shares-1.05%2025-09-302025-11-19 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND2.1M shares1.67%2025-09-302025-11-19 RMD RESMED INC COM537.6K shares5.40%2025-09-302025-11-19 IJH ISHARES CORE S&P MID-CAP ETF2.2M shares1.06%2025-09-302025-11-19 PANW PALO ALTO NETWORKS INC COM702.9K shares-19.67%2025-09-302025-11-19 PHM PULTE GROUP INC COM1.1M shares6.82%2025-09-302025-11-19 AMGN AMGEN INC COM485.7K shares5.94%2025-09-302025-11-19 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF3.2M shares21.11%2025-09-302025-11-19 ORI OLD REP INTL CORP COM3.2M shares98.03%2025-09-302025-11-19 NFLX NETFLIX INC COM110.7K shares3.19%2025-09-302025-11-19 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF1.2M shares-13.65%2025-09-302025-11-19 HCA HCA HEALTHCARE INC COM305.7K shares0.85%2025-09-302025-11-19 AFL AFLAC INC COM1.2M shares0.33%2025-09-302025-11-19 QCOM QUALCOMM INC COM779.1K shares2.08%2025-09-302025-11-19 LLY ELI LILLY & CO COM168.4K shares-1.74%2025-09-302025-11-19 MUB ISHARES NATIONAL MUNI BOND ETF1.2M shares-11.36%2025-09-302025-11-19 IEFA ISHARES CORE MSCI EAFE ETF1.4M shares1.70%2025-09-302025-11-19 EFA ISHARES MSCI EAFE ETF1.3M shares0.90%2025-09-302025-11-19 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF4.1M shares-12.12%2025-09-302025-11-19 WMT WALMART INC COM1.1M shares2.85%2025-09-302025-11-19 ORCL ORACLE CORP COM410.7K shares-1.60%2025-09-302025-11-19 JNJ JOHNSON & JOHNSON COM613.0K shares0.72%2025-09-302025-11-19 HD HOME DEPOT INC COM277.9K shares-0.63%2025-09-302025-11-19 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF798.0K shares0.83%2025-09-302025-11-19 LMT LOCKHEED MARTIN CORP COM222.1K shares-1.58%2025-09-302025-11-19 FICO FAIR ISAAC CORP COM73.3K shares-6.95%2025-09-302025-11-19 PFE PFIZER INC COM4.2M shares-0.87%2025-09-302025-11-19 C CITIGROUP INC COM NEW1.1M shares0.65%2025-09-302025-11-19 PLTR PALANTIR TECHNOLOGIES INC CL A577.6K shares4.27%2025-09-302025-11-19 MRK MERCK & CO INC COM1.2M shares1.16%2025-09-302025-11-19 DE DEERE & CO COM225.0K shares5.05%2025-09-302025-11-19 APH AMPHENOL CORP NEW CL A827.6K shares1.37%2025-09-302025-11-19 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF1.4M shares0.83%2025-09-302025-11-19 KO COCA COLA CO COM1.5M shares-1.32%2025-09-302025-11-19 IJR ISHARES CORE S&P SMALL-CAP ETF843.5K shares0.56%2025-09-302025-11-19 SR SPIRE INC COM1.2M shares7.49%2025-09-302025-11-19 BRX BRIXMOR PPTY GROUP INC COM3.6M shares6.72%2025-09-302025-11-19 VO VANGUARD MID-CAP ETF335.8K shares-2.28%2025-09-302025-11-19 CSL CARLISLE COS INC COM296.9K shares126.69%2025-09-302025-11-19 BR BROADRIDGE FINL SOLUTIONS INC COM407.0K shares0.40%2025-09-302025-11-19 UGI UGI CORP NEW COM2.9M shares11.17%2025-09-302025-11-19 CPRT COPART INC COM2.1M shares-0.84%2025-09-302025-11-19 AMP AMERIPRISE FINL INC COM185.9K shares5.59%2025-09-302025-11-19 CMCSA COMCAST CORP NEW CL A2.9M shares242.89%2025-09-302025-11-19 AZO AUTOZONE INC COM20.9K shares4.04%2025-09-302025-11-19 BK BANK NEW YORK MELLON CORP COM811.4K shares0.62%2025-09-302025-11-19 UBS UBS GROUP AG SHS2.1M shares-0.34%2025-09-302025-11-19 SCHB SCHWAB US BROAD MKTS ETF3.4M shares-0.28%2025-09-302025-11-19 IWD ISHARES RUSSELL 1000 VALUE ETF420.5K shares-1.60%2025-09-302025-11-19 IWV ISHARES RUSSELL 3000 ETF224.9K shares-0.59%2025-09-302025-11-19 ADSK AUTODESK INC COM263.7K shares5.08%2025-09-302025-11-19 SHW SHERWIN WILLIAMS CO COM239.8K shares-0.55%2025-09-302025-11-19 GLD SPDR GOLD SHARES230.3K shares-6.09%2025-09-302025-11-19 RELX RELX PLC SPONSORED ADR1.7M shares6.06%2025-09-302025-11-19 XLF FINANCIAL SELECT SECTOR SPDR FUND1.5M shares-0.35%2025-09-302025-11-19 QUAL ISHARES MSCI USA QUALITY FACTOR ETF406.9K shares-0.60%2025-09-302025-11-19 IRM IRON MTN INC DEL COM768.3K shares-0.12%2025-09-302025-11-19 PEP PEPSICO INC COM554.8K shares3.59%2025-09-302025-11-19 TM TOYOTA MOTOR CORP ADS407.2K shares1.16%2025-09-302025-11-19 IWM ISHARES RUSSELL 2000 ETF319.9K shares-1.32%2025-09-302025-11-19 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST165.1K shares1.08%2025-09-302025-11-19 CPA COPA HOLDINGS SA CL A642.8K shares3.57%2025-09-302025-11-19 VV VANGUARD LARGE-CAP ETF244.5K shares-0.68%2025-09-302025-11-19 WRB BERKLEY W R CORP COM953.5K shares-0.51%2025-09-302025-11-19 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR2.5M shares0.31%2025-09-302025-11-19 T AT&T INC COM2.6M shares1.74%2025-09-302025-11-19 USMV ISHARES MSCI USA MIN VOL FACTOR ETF760.0K shares-0.71%2025-09-302025-11-19 EOG EOG RES INC COM641.4K shares-1.10%2025-09-302025-11-19 CGUS CAPITAL GROUP CORE EQUITY ETF1.8M shares-1.38%2025-09-302025-11-19 WFC WELLS FARGO CO NEW COM829.9K shares-0.57%2025-09-302025-11-19 VWO VANGUARD EMERGING MARKET STOCK ETF1.3M shares0.43%2025-09-302025-11-19 TSLA TESLA INC COM154.1K shares4.89%2025-09-302025-11-19 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND752.5K shares2.10%2025-09-302025-11-19 UL UNILEVER PLC SPON ADR NEW1.1M shares1.24%2025-09-302025-11-19 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF1.7M shares-0.00%2025-09-302025-11-19 SMG SCOTTS MIRACLE-GRO CO CL A1.2M shares14.49%2025-09-302025-11-19 TWLO TWILIO INC CL A645.7K shares25.91%2025-09-302025-11-19 BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND637.1K shares45.18%2025-09-302025-11-19 CAT CATERPILLAR INC COM134.1K shares1.41%2025-09-302025-11-19 VONG VANGUARD RUSSELL 1000 GROWTH ETF528.9K shares-9.39%2025-09-302025-11-19 MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF1.3M shares115.33%2025-09-302025-11-19 IYW ISHARES U.S. TECHNOLOGY ETF320.8K shares-5.93%2025-09-302025-11-19 ABT ABBOTT LABS COM466.7K shares1.37%2025-09-302025-11-19 JCPB JPMORGAN CORE PLUS BOND ETF1.3M shares5.42%2025-09-302025-11-19 INTU INTUIT COM91.1K shares10.86%2025-09-302025-11-19 MANH MANHATTAN ASSOCIATES INC COM303.3K shares2035.54%2025-09-302025-11-19 ACWX ISHARES MSCI ACWI EX U.S. ETF893.0K shares1.78%2025-09-302025-11-19 IVW ISHARES S&P 500 GROWTH ETF478.0K shares0.44%2025-09-302025-11-19 GS GOLDMAN SACHS GROUP INC COM72.2K shares4.78%2025-09-302025-11-19 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A571.5K shares-38.52%2025-09-302025-11-19 WPC WP CAREY INC COM842.1K shares9.15%2025-09-302025-11-19 CRH CRH PLC ORD473.3K shares4.06%2025-09-302025-11-19 MCD MCDONALDS CORP COM184.7K shares-0.19%2025-09-302025-11-19 DUK DUKE ENERGY CORP NEW COM NEW451.6K shares3.15%2025-09-302025-11-19 OZK BANK OZK LITTLE ROCK ARK COM1.1M shares0.01%2025-09-302025-11-19 XLI INDUSTRIAL SELECT SECTOR SPDR FUND354.6K shares1.70%2025-09-302025-11-19 UMBF UMB FINL CORP COM460.1K shares-1.25%2025-09-302025-11-19 JMUB JPMORGAN MUNICIPAL ETF1.1M shares375.75%2025-09-302025-11-19 AXP AMERICAN EXPRESS CO COM159.9K shares2.70%2025-09-302025-11-19 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF1.3M shares1.27%2025-09-302025-11-19 AGM FEDERAL AGRIC MTG CORP CL C312.6K shares5.86%2025-09-302025-11-19 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS186.9K shares101.90%2025-09-302025-11-19 ORLY OREILLY AUTOMOTIVE INC COM483.4K shares1.45%2025-09-302025-11-19 CGGR CAPITAL GROUP GROWTH ETF1.2M shares-2.11%2025-09-302025-11-19 DHR DANAHER CORPORATION COM261.5K shares-0.06%2025-09-302025-11-19 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF644.0K shares-12.96%2025-09-302025-11-19 MGC VANGUARD MEGA CAP ETF210.7K shares1.21%2025-09-302025-11-19 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND1.9M shares17.61%2025-09-302025-11-19 TJX TJX COS INC NEW COM350.4K shares-0.75%2025-09-302025-11-19 DVN DEVON ENERGY CORP NEW COM1.4M shares1.50%2025-09-302025-11-19 AME AMETEK INC COM268.1K shares3.12%2025-09-302025-11-19 STE STERIS PLC SHS USD203.6K shares0.92%2025-09-302025-11-19 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF985.8K sharesnew addition2025-09-302025-11-19 LII LENNOX INTL INC COM94.4K shares0.17%2025-09-302025-11-19 RTX RTX CORPORATION COM296.6K shares-0.40%2025-09-302025-11-19 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW219.0K shares1.95%2025-09-302025-11-19 APD AIR PRODS & CHEMS INC COM180.0K shares0.78%2025-09-302025-11-19 UNP UNION PAC CORP COM206.3K shares-2.03%2025-09-302025-11-19 JPST JPMORGAN ULTRA-SHORT INCOME ETF958.1K shares5.71%2025-09-302025-11-19 SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF956.9K shares82.58%2025-09-302025-11-19 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF1.5M shares-5.65%2025-09-302025-11-19 IGF ISHARES GLOBAL INFRASTRUCTURE ETF788.9K shares-11.43%2025-09-302025-11-19 HPQ HP INC COM1.8M shares-0.27%2025-09-302025-11-19 BRO BROWN & BROWN INC COM510.2K shares2.34%2025-09-302025-11-19 FSV FIRSTSERVICE CORP NEW COM247.9K shares2.96%2025-09-302025-11-19 SCHD SCHWAB US DIVIDEND EQUITY ETF1.7M shares-9.12%2025-09-302025-11-19 MO ALTRIA GROUP INC COM699.7K shares0.69%2025-09-302025-11-19 DGRO ISHARES CORE DIVIDEND GROWTH ETF667.1K shares-2.87%2025-09-302025-11-19 IBIT ISHARES BITCOIN TRUST ETF691.7K shares134.74%2025-09-302025-11-19 HEI.A HEICO CORP NEW CL A176.4K shares1.17%2025-09-302025-11-19 EVRG EVERGY INC COM573.3K shares-0.47%2025-09-302025-11-19 TMUS T-MOBILE US INC COM181.4K shares10.23%2025-09-302025-11-19 NTR NUTRIEN LTD COM738.5K shares1.66%2025-09-302025-11-19 VPU VANGUARD UTILITIES ETF228.6K shares-0.16%2025-09-302025-11-19 BRK.A BERKSHIRE HATHAWAY INC DEL CL A57 shares1.79%2025-09-302025-11-19 MDY SPDR S&P MIDCAP 400 ETF TRUST71.8K shares-2.06%2025-09-302025-11-19 UNH UNITEDHEALTH GROUP INC COM123.3K shares11.12%2025-09-302025-11-19 APP APPLOVIN CORP COM CL A58.0K shares0.22%2025-09-302025-11-19 TMO THERMO FISHER SCIENTIFIC INC COM85.7K shares-1.13%2025-09-302025-11-19 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK208.5K shares-0.65%2025-09-302025-11-19 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF281.9K shares-0.57%2025-09-302025-11-19 SCHM SCHWAB U.S. MID-CAP ETF1.4M shares1.60%2025-09-302025-11-19 EFV ISHARES MSCI EAFE VALUE ETF583.3K shares13.02%2025-09-302025-11-19 CGDV CAPITAL GROUP DIVIDEND VALUE ETF920.8K shares0.50%2025-09-302025-11-19 IJK ISHARES S&P MID-CAP 400 GROWTH ETF400.7K shares-7.19%2025-09-302025-11-19 HON HONEYWELL INTL INC COM182.3K shares-4.34%2025-09-302025-11-19 CGCP CAPITAL GROUP CORE PLUS INCOME ETF1.6M shares6.94%2025-09-302025-11-19 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF1.5M shares6.53%2025-09-302025-11-19 ADP AUTOMATIC DATA PROCESSING INC COM123.2K shares-0.20%2025-09-302025-11-19 AYI ACUITY INC COM103.8K shares12.65%2025-09-302025-11-19 IWR ISHARES RUSSELL MIDCAP ETF368.6K shares-2.22%2025-09-302025-11-19 AJG GALLAGHER ARTHUR J & CO COM113.3K shares0.18%2025-09-302025-11-19 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF777.0K shares-2.47%2025-09-302025-11-19 BSCP INVESCO BULLETSHARES 2025 CORPORATE BOND ETF1.7M shares1.93%2025-09-302025-11-19 VONV VANGUARD RUSSELL 1000 VALUE ETF386.6K shares1.32%2025-09-302025-11-19 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF379.5K shares2.57%2025-09-302025-11-19 AMT AMERICAN TOWER CORP NEW COM176.0K shares-4.66%2025-09-302025-11-19 TFC TRUIST FINL CORP COM738.3K 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shares4.22%2025-09-302025-11-19 IYG ISHARES US FINANCIAL SERVICES ETF162.2K shares-1.41%2025-09-302025-11-19 INTC INTEL CORP COM430.4K shares14.74%2025-09-302025-11-19 CSX CSX CORP COM405.3K shares-0.13%2025-09-302025-11-19 SLV ISHARES SILVER TRUST339.3K shares8.34%2025-09-302025-11-19 SPYM SPDR PORTFOLIO S&P 500 ETF182.7K shares3.99%2025-09-302025-11-19 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND182.0K shares2.59%2025-09-302025-11-19 LB LANDBRIDGE COMPANY LLC CL A267.4K shares7.43%2025-09-302025-11-19 BKNG BOOKING HOLDINGS INC COM2.6K shares6.34%2025-09-302025-11-19 UTG REAVES UTIL INCOME FD COM SH BEN INT355.7K shares-0.95%2025-09-302025-11-19 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES96.7K shares-39.21%2025-09-302025-11-19 VCIT VANGUARD INTERMEDIATE-TERM CORP BD ETF167.2K shares-1.62%2025-09-302025-11-19 TXT TEXTRON INC COM165.8K shares20.59%2025-09-302025-11-19 PSI INVESCO SEMICONDUCTORS ETF198.9K shares-18.29%2025-09-302025-11-19 VBK VANGUARD SMALL-CAP GROWTH ETF46.7K shares-3.18%2025-09-302025-11-19 TGT TARGET CORP COM154.8K shares0.47%2025-09-302025-11-19 ELV ELEVANCE HEALTH INC FORMERLY A COM42.7K shares0.28%2025-09-302025-11-19 PNW PINNACLE WEST CAP CORP COM152.3K shares-15.45%2025-09-302025-11-19 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF265.7K shares-9.77%2025-09-302025-11-19 BA BOEING CO COM62.9K shares1.52%2025-09-302025-11-19 NUE NUCOR CORP COM100.2K shares-5.41%2025-09-302025-11-19 VOT VANGUARD MID-CAP GROWTH ETF46.0K shares-2.34%2025-09-302025-11-19 DLR DIGITAL RLTY TR INC COM78.2K shares-0.35%2025-09-302025-11-19 USB US BANCORP DEL COM NEW279.5K shares1.46%2025-09-302025-11-19 IVVB ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF412.4K shares9.00%2025-09-302025-11-19 ITW ILLINOIS TOOL WKS INC COM51.3K shares-2.51%2025-09-302025-11-19 USRT ISHARES CORE U.S. REIT ETF225.9K shares8.29%2025-09-302025-11-19 MDLZ MONDELEZ INTL INC CL A211.7K shares-3.28%2025-09-302025-11-19 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A7.4K shares-0.86%2025-09-302025-11-19 IUSG ISHARES CORE S&P U.S. GROWTH ETF80.3K shares-0.51%2025-09-302025-11-19 XLE ENERGY SELECT SECTOR SPDR FUND146.3K shares-14.73%2025-09-302025-11-19 CCOI COGENT COMMUNICATIONS HLDGS IN COM NEW336.1K shares-35.85%2025-09-302025-11-19 DVY ISHARES SELECT DIVIDEND ETF90.6K shares0.23%2025-09-302025-11-19 MDT MEDTRONIC PLC SHS134.5K shares4.28%2025-09-302025-11-19 BDX BECTON DICKINSON & CO COM67.7K shares0.18%2025-09-302025-11-19 DUNK DANA UNCONSTRAINED EQUITY ETF498.4K sharesnew addition2025-09-302025-11-19 ISRG INTUITIVE SURGICAL INC COM NEW28.0K shares0.38%2025-09-302025-11-19 SYY SYSCO CORP COM151.5K shares1.09%2025-09-302025-11-19 ECL ECOLAB INC COM45.4K shares-1.70%2025-09-302025-11-19 LPLA LPL FINL HLDGS INC COM37.3K shares-80.98%2025-09-302025-11-19 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF603.3K shares3.72%2025-09-302025-11-19 WIX WIX COM LTD SHS69.8K shares-83.83%2025-09-302025-11-19 BBAI BIGBEAR AI HLDGS INC COM1.9M shares23.78%2025-09-302025-11-19 NMIH NMI HLDGS INC COM316.8K shares21.15%2025-09-302025-11-19 IYK ISHARES U.S. CONSUMER STAPLES ETF176.7K shares-5.17%2025-09-302025-11-19 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF511.6K shares26.90%2025-09-302025-11-19 D DOMINION ENERGY INC COM196.1K shares-1.07%2025-09-302025-11-19 IVVM ISHARES LARGE CAP MODERATE QUARTERLY LADDERED ETF349.4K shares6.80%2025-09-302025-11-19 HTD HANCOCK JOHN TAX-ADVANTAGED DI COM481.6K shares0.98%2025-09-302025-11-19 UBER UBER TECHNOLOGIES INC COM121.0K shares1.96%2025-09-302025-11-19 TRV TRAVELERS COMPANIES INC COM42.3K shares-0.85%2025-09-302025-11-19 INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF264.3K shares1.16%2025-09-302025-11-19 SGDM SPROTT GOLD MINERS ETF188.1K shares-0.89%2025-09-302025-11-19 AEP AMERICAN ELEC PWR CO INC COM102.9K shares8.62%2025-09-302025-11-19 SCZ ISHARES MSCI EAFE SMALL-CAP ETF150.0K shares-4.80%2025-09-302025-11-19 SBUX STARBUCKS CORP COM135.4K shares-11.66%2025-09-302025-11-19 MU MICRON TECHNOLOGY INC COM68.3K shares22.58%2025-09-302025-11-19 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF157.6K shares-10.11%2025-09-302025-11-19 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF250.4K shares-1.77%2025-09-302025-11-19 AXON AXON ENTERPRISE INC COM15.7K shares19.40%2025-09-302025-11-19 KMB KIMBERLY-CLARK CORP COM90.1K shares-2.97%2025-09-302025-11-19 FDVV FIDELITY HIGH DIVIDEND ETF199.9K shares-5.49%2025-09-302025-11-19 EQIX EQUINIX INC COM14.2K shares-1.63%2025-09-302025-11-19 HDV ISHARES CORE HIGH DIVIDEND ETF90.6K shares-1.35%2025-09-302025-11-19 GBDC GOLUB CAP BDC INC COM801.1K shares-2.38%2025-09-302025-11-19 ROK ROCKWELL AUTOMATION INC COM31.4K shares-0.68%2025-09-302025-11-19 KMI KINDER MORGAN INC DEL COM386.7K shares13.65%2025-09-302025-11-19 TEM TEMPUS AI INC CL A135.1K shares24.81%2025-09-302025-11-19 AZN ASTRAZENECA PLC SPONSORED ADR141.9K shares-5.63%2025-09-302025-11-19 JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF343.5K shares-1.57%2025-09-302025-11-19 CW CURTISS WRIGHT CORP COM19.9K shares1.26%2025-09-302025-11-19 JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF160.7K shares1.85%2025-09-302025-11-19 AOS SMITH A O CORP COM145.5K shares-68.35%2025-09-302025-11-19 UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF422.7K shares-5.52%2025-09-302025-11-19 GDXJ VANECK JUNIOR GOLD MINERS ETF107.3K shares4.12%2025-09-302025-11-19 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF91.8K shares1.70%2025-09-302025-11-19 RCAT RED CAT HLDGS INC COM1.0M shares22.58%2025-09-302025-11-19 PXH INVESCO RAFI EMERGING MARKETS ETF402.7K shares-12.00%2025-09-302025-11-19 BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF446.4K shares29.06%2025-09-302025-11-19 ROST ROSS STORES INC COM65.8K shares2.40%2025-09-302025-11-19 ESGU ISHARES ESG AWARE MSCI USA ETF68.5K shares25.27%2025-09-302025-11-19 MCHP MICROCHIP TECHNOLOGY INC. COM155.2K shares-2.08%2025-09-302025-11-19 BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF450.2K shares73.22%2025-09-302025-11-19 SHEL SHELL PLC SPON ADS138.5K shares1.03%2025-09-302025-11-19 DD DUPONT DE NEMOURS INC COM126.3K shares2.48%2025-09-302025-11-19 WMB WILLIAMS COS INC COM155.2K shares-4.10%2025-09-302025-11-19 JCI JOHNSON CTLS INTL PLC SHS89.4K shares2.91%2025-09-302025-11-19 NULG NUVEEN ESG LARGE-CAP GROWTH ETF98.7K shares0.22%2025-09-302025-11-19 MMC MARSH & MCLENNAN COS INC COM48.6K shares-5.65%2025-09-302025-11-19 GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF164.8K shares2.84%2025-09-302025-11-19 EXPE EXPEDIA GROUP INC COM NEW45.4K shares21.85%2025-09-302025-11-19 CI THE CIGNA GROUP COM33.5K shares-1.60%2025-09-302025-11-19 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF371.0K shares19.88%2025-09-302025-11-19 GLW CORNING INC COM116.8K shares-1.49%2025-09-302025-11-19 JPC NUVEEN PFD & INCOME OPPORTUNIT COM1.2M shares6.84%2025-09-302025-11-19 LH LABCORP HOLDINGS INC COM SHS33.3K shares-5.31%2025-09-302025-11-19 CL COLGATE PALMOLIVE CO COM118.6K shares-10.83%2025-09-302025-11-19 DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF163.4K shares-4.26%2025-09-302025-11-19 NULV NUVEEN ESG LARGE-CAP VALUE ETF214.3K shares-2.13%2025-09-302025-11-19 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF247.7K shares14.88%2025-09-302025-11-19 ZION ZIONS BANCORPORATION N A COM164.7K shares0.75%2025-09-302025-11-19 XEL XCEL ENERGY INC COM115.4K shares3.57%2025-09-302025-11-19 OTIS OTIS WORLDWIDE CORP COM100.4K shares6.04%2025-09-302025-11-19 VMC VULCAN MATLS CO COM29.8K shares18.45%2025-09-302025-11-19 IEUR ISHARES CORE MSCI EUROPE ETF134.1K shares15.75%2025-09-302025-11-19 VGSH VANGUARD SHORT-TERM TREASURY ETF155.1K shares-2.77%2025-09-302025-11-19 AON AON PLC SHS CL A25.5K shares-2.89%2025-09-302025-11-19 PFF ISHARES PREFERRED & INCOME SECURITIES ETF283.6K shares-7.14%2025-09-302025-11-19 RBLX ROBLOX CORP CL A64.6K shares22.24%2025-09-302025-11-19 ILCG ISHARES MORNINGSTAR GROWTH ETF85.6K shares-0.05%2025-09-302025-11-19 ADI ANALOG DEVICES INC COM36.3K shares8.73%2025-09-302025-11-19 EXP EAGLE MATLS INC COM38.2K shares-80.95%2025-09-302025-11-19 PWB INVESCO LARGE CAP GROWTH ETF71.0K shares-6.56%2025-09-302025-11-19 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available