The Analysis of CARY STREET PARTNERS FINANCIAL LLC's Holdings
Currently, CARY STREET PARTNERS FINANCIAL LLC holds 926 types of securities in its portfolio with a total value $3.9B. In the most recent quarter, they have increased their positions in ASML (+9.6K shares, valued at $9.3M), PANW (+41.6K shares, valued at $8.5M), HOLA (+138.0K shares, valued at $7.1M); decreased their positions in HALO (-84.3K shares, valued at $6.2M), CRM (-19.4K shares, valued at $4.6M), DUK (-28.4K shares, valued at $3.5M); initiated new positions in HOLA (+138.0K shares, valued at $7.1M), IDCC (+9.7K shares, valued at $3.3M), GOF (+101.4K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD VALUE ETF651.3K shares5.79%2025-09-302025-11-10
AAPL APPLE INC COM455.1K shares-0.81%2025-09-302025-11-10 VUG VANGUARD GROWTH ETF233.8K shares2.00%2025-09-302025-11-10 MSFT MICROSOFT CORP COM194.2K shares-1.45%2025-09-302025-11-10 TACK Fairlead Tactical Sector ETF2.6M shares0.28%2025-09-302025-11-10 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF1.1M shares7.70%2025-09-302025-11-10 FLXR TCW FLEXIBLE INCOME ETF1.4M shares9.12%2025-09-302025-11-10 GOOG ALPHABET INC CAP STK CL C227.2K shares-0.86%2025-09-302025-11-10 JPIE JPMORGAN INCOME ETF1.1M shares9.27%2025-09-302025-11-10 AMZN AMAZON COM INC COM214.4K shares0.21%2025-09-302025-11-10 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF590.3K shares1.35%2025-09-302025-11-10 VB VANGUARD SMALL-CAP ETF178.5K shares6.99%2025-09-302025-11-10 JGRO JPMORGAN ACTIVE GROWTH ETF477.2K shares3.72%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW82.2K shares-1.31%2025-09-302025-11-10 GOOGL ALPHABET INC CAP STK CL A158.2K shares-1.64%2025-09-302025-11-10 EFG ISHARES MSCI EAFE GROWTH ETF318.9K shares3.09%2025-09-302025-11-10 SPY SPDR S&P 500 ETF TRUST54.1K shares-0.94%2025-09-302025-11-10 BIV VANGUARD INTERMEDIATE-TERM BOND ETF492.7K shares-5.94%2025-09-302025-11-10 VTI VANGUARD TOTAL STOCK MARKET ETF106.8K shares0.68%2025-09-302025-11-10 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF601.1K shares10.69%2025-09-302025-11-10 JPM JPMORGAN CHASE & CO. COM107.3K shares-0.73%2025-09-302025-11-10 WTPI WisdomTree Equity Premium Income Fund - WTPI1.0M shares-0.37%2025-09-302025-11-10 EFV ISHARES MSCI EAFE VALUE ETF487.4K shares8.98%2025-09-302025-11-10 NVDA NVIDIA CORPORATION COM169.4K shares-3.37%2025-09-302025-11-10 ABBV ABBVIE INC COM131.8K shares1.25%2025-09-302025-11-10 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF585.6K shares22.91%2025-09-302025-11-10 VOE VANGUARD MID-CAP VALUE ETF193.1K shares5.90%2025-09-302025-11-10 VIG VANGUARD DIVIDEND APPRECIATION ETF122.7K shares0.84%2025-09-302025-11-10 RTX RTX CORPORATION COM157.1K shares-1.22%2025-09-302025-11-10 IVV ISHARES CORE S&P 500 ETF39.1K shares-0.99%2025-09-302025-11-10 URI UNITED RENTALS INC COM27.1K shares-2.39%2025-09-302025-11-10 JNJ JOHNSON & JOHNSON COM132.1K shares0.84%2025-09-302025-11-10 CGDV CAPITAL GROUP DIVIDEND VALUE ETF578.3K shares-1.35%2025-09-302025-11-10 HD HOME DEPOT INC COM56.3K shares1.55%2025-09-302025-11-10 VOT VANGUARD MID-CAP GROWTH ETF75.9K shares5.67%2025-09-302025-11-10 WMB WILLIAMS COS INC COM349.8K shares0.21%2025-09-302025-11-10 VOO VANGUARD S&P 500 ETF35.0K shares0.56%2025-09-302025-11-10 LLY ELI LILLY & CO COM28.1K shares11.97%2025-09-302025-11-10 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF667.3K shares0.38%2025-09-302025-11-10 COST COSTCO WHSL CORP NEW COM22.7K shares-1.33%2025-09-302025-11-10 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF291.0K shares8.09%2025-09-302025-11-10 RSP INVESCO S&P 500 EQUAL WEIGHT ETF98.7K shares0.41%2025-09-302025-11-10 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF132.6K shares-1.93%2025-09-302025-11-10 V VISA INC COM CL A53.0K shares1.95%2025-09-302025-11-10 IJR ISHARES CORE S&P SMALL CAP ETF148.9K shares0.68%2025-09-302025-11-10 MLI MUELLER INDS INC COM173.7K shares-2.22%2025-09-302025-11-10 PG PROCTER AND GAMBLE CO COM111.2K shares0.03%2025-09-302025-11-10 IWF ISHARES RUSSELL 1000 GROWTH ETF36.4K shares0.96%2025-09-302025-11-10 MRK MERCK & CO INC COM201.3K shares1.33%2025-09-302025-11-10 META META PLATFORMS INC CL A23.0K shares0.45%2025-09-302025-11-10 CSCO CISCO SYS INC COM242.7K shares-1.88%2025-09-302025-11-10 ADBE ADOBE INC COM47.0K shares2.31%2025-09-302025-11-10 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF157.8K shares-6.48%2025-09-302025-11-10 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF363.6K shares7.05%2025-09-302025-11-10 QQQ INVESCO QQQ TRUST SERIES I26.0K shares-2.85%2025-09-302025-11-10 QCOM QUALCOMM INC COM93.1K shares-1.28%2025-09-302025-11-10 TMO THERMO FISHER SCIENTIFIC INC COM31.4K shares3.03%2025-09-302025-11-10 CME CME GROUP INC COM56.3K shares-0.98%2025-09-302025-11-10 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF354.4K shares5.20%2025-09-302025-11-10 CBOE CBOE GLOBAL MKTS INC COM61.6K shares-1.24%2025-09-302025-11-10 TXN TEXAS INSTRS INC COM79.8K shares-1.25%2025-09-302025-11-10 VO VANGUARD MID-CAP ETF49.8K shares-0.11%2025-09-302025-11-10 ZTS ZOETIS INC CL A98.7K shares-0.35%2025-09-302025-11-10 PWR QUANTA SVCS INC COM34.6K shares-1.14%2025-09-302025-11-10 XOM EXXON MOBIL CORP COM124.4K shares-5.45%2025-09-302025-11-10 NDAQ NASDAQ INC COM156.8K shares-2.34%2025-09-302025-11-10 PANW PALO ALTO NETWORKS INC COM66.9K shares164.12%2025-09-302025-11-10 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF242.7K shares-6.04%2025-09-302025-11-10 DIS DISNEY WALT CO COM115.7K shares-4.80%2025-09-302025-11-10 USFR WisdomTree Floating Rate Treasury Fund262.9K shares-16.72%2025-09-302025-11-10 AXP AMERICAN EXPRESS CO COM39.7K shares68.36%2025-09-302025-11-10 CGBL CAPITAL GROUP CORE BALANCED ETF369.4K shares0.65%2025-09-302025-11-10 AVGO BROADCOM INC COM38.6K shares-0.22%2025-09-302025-11-10 PGX INVESCO PREFERRED ETF1.1M shares5.63%2025-09-302025-11-10 INTU INTUIT COM18.3K shares-3.31%2025-09-302025-11-10 GS GOLDMAN SACHS GROUP INC COM15.7K shares-6.26%2025-09-302025-11-10 FDX FEDEX CORP COM51.8K shares1.78%2025-09-302025-11-10 CVX CHEVRON CORP NEW COM77.4K shares0.59%2025-09-302025-11-10 SCHD SCHWAB US DIVIDEND EQUITY ETF438.5K shares-0.28%2025-09-302025-11-10 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF222.9K shares32.20%2025-09-302025-11-10 VEEV VEEVA SYS INC CL A COM39.2K shares-2.37%2025-09-302025-11-10 XLK Technology Select Sector SPDR Fund41.2K shares-1.91%2025-09-302025-11-10 VONG VANGUARD RUSSELL 1000 GROWTH ETF95.9K shares-5.76%2025-09-302025-11-10 ASML ASML HOLDING N V N Y REGISTRY SHS11.7K shares448.51%2025-09-302025-11-10 WSM WILLIAMS SONOMA INC COM56.1K shares-0.76%2025-09-302025-11-10 COWZ PACER US CASH COWS 100 ETF186.7K shares11.13%2025-09-302025-11-10 LOW LOWES COS INC COM42.5K shares2.24%2025-09-302025-11-10 PEP PEPSICO INC COM72.3K shares2.22%2025-09-302025-11-10 AMLP Alerian MLP ETF216.1K shares-0.14%2025-09-302025-11-10 HON HONEYWELL INTL INC COM48.1K shares2.18%2025-09-302025-11-10 D DOMINION ENERGY INC COM165.3K shares-1.45%2025-09-302025-11-10 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF121.1K shares-1.36%2025-09-302025-11-10 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF216.8K shares1.76%2025-09-302025-11-10 CGUS CAPITAL GROUP CORE EQUITY ETF250.1K shares-1.23%2025-09-302025-11-10 MELI MERCADOLIBRE INC COM4.2K shares0.29%2025-09-302025-11-10 APH AMPHENOL CORP NEW CL A77.6K shares1.48%2025-09-302025-11-10 CGDG CAPITAL GROUP DIVIDEND GROWERS ETF277.1K shares-1.46%2025-09-302025-11-10 SYY SYSCO CORP COM116.2K shares-2.48%2025-09-302025-11-10 GLW CORNING INC COM115.4K shares-18.14%2025-09-302025-11-10 MDT MEDTRONIC PLC SHS98.4K shares0.50%2025-09-302025-11-10 FLOT ISHARES FLOATING RATE BOND ETF177.9K shares-4.78%2025-09-302025-11-10 GD GENERAL DYNAMICS CORP COM26.6K shares-0.39%2025-09-302025-11-10 VEA VANGUARD FTSE DEVELOPED MARKETS ETF168.8K shares2.24%2025-09-302025-11-10 VRTX VERTEX PHARMACEUTICALS INC COM22.9K shares-2.49%2025-09-302025-11-10 UL UNILEVER PLC (US ADR)150.6K shares-2.36%2025-09-302025-11-10 HOOD ROBINHOOD MKTS INC COM CL A61.6K shares-0.97%2025-09-302025-11-10 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND325.7K shares45.30%2025-09-302025-11-10 BND VANGUARD TOTAL BOND MARKET ETF114.8K shares25.52%2025-09-302025-11-10 GLD SPDR GOLD SHARES24.0K shares3.74%2025-09-302025-11-10 VOOV VANGUARD S&P 500 VALUE ETF42.6K shares5.60%2025-09-302025-11-10 CAT CATERPILLAR INC COM17.7K shares-2.99%2025-09-302025-11-10 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF242.2K shares-1.07%2025-09-302025-11-10 KO COCA COLA CO COM122.7K shares8.50%2025-09-302025-11-10 IYW iShares U.S. Technology ETF41.4K shares-0.76%2025-09-302025-11-10 CGGR CAPITAL GROUP GROWTH ETF182.8K shares-1.89%2025-09-302025-11-10 VV VANGUARD LARGE-CAP ETF49.0K shares-4.85%2025-09-302025-11-10 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF87.3K shares-0.58%2025-09-302025-11-10 IWM ISHARES RUSSELL 2000 ETF32.1K shares-9.76%2025-09-302025-11-10 CP CANADIAN PACIFIC KANSAS CITY COM103.4K shares-1.65%2025-09-302025-11-10 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND107.9K shares2.13%2025-09-302025-11-10 VBK VANGUARD SMALL-CAP GROWTH ETF25.9K shares4.96%2025-09-302025-11-10 SCHM SCHWAB U.S. MID-CAP ETF256.9K shares-3.61%2025-09-302025-11-10 MBB ISHARES MBS ETF78.0K shares-1.38%2025-09-302025-11-10 MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND162.4K shares1.77%2025-09-302025-11-10 BAC BANK AMERICA CORP COM141.8K shares-3.42%2025-09-302025-11-10 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF95.8K shares-5.73%2025-09-302025-11-10 ABT ABBOTT LABS COM54.3K shares-0.77%2025-09-302025-11-10 TT TRANE TECHNOLOGIES PLC SHS17.2K shares0.34%2025-09-302025-11-10 KMI KINDER MORGAN INC DEL COM255.4K shares4.60%2025-09-302025-11-10 PYPL PAYPAL HLDGS INC COM107.6K shares1.44%2025-09-302025-11-10 IBM INTERNATIONAL BUSINESS MACHS COM25.4K shares-3.18%2025-09-302025-11-10 HOLA JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF138.0K sharesnew addition2025-09-302025-11-10 DVN DEVON ENERGY CORP NEW COM202.9K shares2.46%2025-09-302025-11-10 BA BOEING CO COM32.4K shares2.26%2025-09-302025-11-10 ORCL ORACLE CORP COM24.6K shares-32.35%2025-09-302025-11-10 SHOP SHOPIFY INC CL A SUB VTG SHS45.8K shares3.15%2025-09-302025-11-10 PFE PFIZER INC COM261.9K shares6.81%2025-09-302025-11-10 DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF142.6K shares7.47%2025-09-302025-11-10 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF80.2K shares-2.63%2025-09-302025-11-10 CDNS CADENCE DESIGN SYSTEM INC COM18.1K shares-0.64%2025-09-302025-11-10 KMB KIMBERLY-CLARK CORP COM50.7K shares-2.38%2025-09-302025-11-10 ACN ACCENTURE PLC IRELAND SHS CLASS A25.5K shares23.53%2025-09-302025-11-10 IJH ISHARES CORE S&P MID-CAP ETF94.6K shares-0.65%2025-09-302025-11-10 CTVA CORTEVA INC COM90.7K shares1.14%2025-09-302025-11-10 MS MORGAN STANLEY COM NEW38.6K shares-4.02%2025-09-302025-11-10 CFG CITIZENS FINL GROUP INC COM112.6K shares-1.82%2025-09-302025-11-10 TEL TE CONNECTIVITY PLC ORD SHS27.2K shares-23.97%2025-09-302025-11-10 VZ VERIZON COMMUNICATIONS INC COM132.8K shares-0.31%2025-09-302025-11-10 CRM SALESFORCE INC COM24.4K shares-44.29%2025-09-302025-11-10 CARR CARRIER GLOBAL CORPORATION COM94.6K shares-3.94%2025-09-302025-11-10 UBER UBER TECHNOLOGIES INC COM57.6K shares-4.94%2025-09-302025-11-10 NEM NEWMONT CORP COM66.5K shares-23.98%2025-09-302025-11-10 PLTR PALANTIR TECHNOLOGIES INC CL A30.4K shares-14.44%2025-09-302025-11-10 CI THE CIGNA GROUP COM19.2K shares-0.83%2025-09-302025-11-10 ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER217.3K shares-3.98%2025-09-302025-11-10 LECO LINCOLN ELEC HLDGS INC COM23.1K shares-2.17%2025-09-302025-11-10 SHEL SHELL PLC SPON ADS76.2K shares-3.04%2025-09-302025-11-10 IEFA ISHARES CORE MSCI EAFE ETF61.8K shares18.10%2025-09-302025-11-10 CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF190.1K shares-1.83%2025-09-302025-11-10 WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF137.0K shares22.27%2025-09-302025-11-10 DASH DOORDASH INC CL A19.7K shares-0.13%2025-09-302025-11-10 VBR VANGUARD SMALL CAP VALUE ETF25.4K shares9.06%2025-09-302025-11-10 LIN LINDE PLC SHS11.2K shares1.22%2025-09-302025-11-10 DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND139.1K shares-0.78%2025-09-302025-11-10 XLV Health Care Select Sector SPDR Fund36.9K shares-12.08%2025-09-302025-11-10 FHN FIRST HORIZON CORPORATION COM224.6K shares-0.38%2025-09-302025-11-10 JCI JOHNSON CTLS INTL PLC SHS46.1K shares-1.07%2025-09-302025-11-10 PSTG PURE STORAGE INC CL A59.1K shares-2.02%2025-09-302025-11-10 AGG ISHARES CORE U.S. AGGREGATE BOND ETF49.2K shares-1.15%2025-09-302025-11-10 JPEF JPMORGAN EQUITY FOCUS ETF66.4K shares34.09%2025-09-302025-11-10 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF124.8K shares-6.32%2025-09-302025-11-10 ANET ARISTA NETWORKS INC COM SHS33.0K shares-1.32%2025-09-302025-11-10 KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY155.2K shares0.19%2025-09-302025-11-10 BMY BRISTOL-MYERS SQUIBB CO COM106.4K shares11.63%2025-09-302025-11-10 PSX PHILLIPS 66 COM35.0K shares-1.71%2025-09-302025-11-10 SNPS SYNOPSYS INC COM9.5K shares4.58%2025-09-302025-11-10 COIN COINBASE GLOBAL INC COM CL A13.9K shares37.98%2025-09-302025-11-10 EVRG EVERGY INC COM61.1K shares-0.55%2025-09-302025-11-10 MMC MARSH & MCLENNAN COS INC COM23.0K shares-4.33%2025-09-302025-11-10 TSLA TESLA INC COM10.4K shares14.23%2025-09-302025-11-10 WM WASTE MGMT INC DEL COM21.0K shares-1.36%2025-09-302025-11-10 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF91.3K shares40.81%2025-09-302025-11-10 PNFP PINNACLE FINL PARTNERS INC COM48.8K shares-0.14%2025-09-302025-11-10 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF115.1K shares22.44%2025-09-302025-11-10 LH LABCORP HOLDINGS INC COM SHS15.8K shares-1.72%2025-09-302025-11-10 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF44.9K shares0.72%2025-09-302025-11-10 DOCU DOCUSIGN INC COM61.5K shares-0.03%2025-09-302025-11-10 NSC NORFOLK SOUTHN CORP COM14.5K shares-0.27%2025-09-302025-11-10 PRU PRUDENTIAL FINL INC COM41.5K shares14.35%2025-09-302025-11-10 WMT WALMART INC COM41.7K shares-1.95%2025-09-302025-11-10 BKR BAKER HUGHES COMPANY CL A87.1K shares-1.57%2025-09-302025-11-10 SLB SLB LIMITED COM STK123.3K shares13.83%2025-09-302025-11-10 MU MICRON TECHNOLOGY INC COM25.3K shares-3.15%2025-09-302025-11-10 B BARRICK MNG CORP COM SHS129.0K shares-40.67%2025-09-302025-11-10 DE DEERE & CO COM9.2K shares3.81%2025-09-302025-11-10 CRWD CROWDSTRIKE HLDGS INC CL A8.6K shares-11.58%2025-09-302025-11-10 AEP AMERICAN ELEC PWR CO INC COM37.2K shares8.49%2025-09-302025-11-10 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF52.2K shares0.34%2025-09-302025-11-10 CYBR CYBERARK SOFTWARE LTD SHS8.6K shares-0.40%2025-09-302025-11-10 DUK DUKE ENERGY CORP NEW COM NEW33.7K shares-45.72%2025-09-302025-11-10 XLU Utilities Select Sector SPDR Fund47.4K shares-4.88%2025-09-302025-11-10 MA MASTERCARD INCORPORATED CL A7.2K shares3.25%2025-09-302025-11-10 PLD PROLOGIS INC. COM35.4K shares3922.47%2025-09-302025-11-10 HBAN HUNTINGTON BANCSHARES INC COM233.5K shares1.62%2025-09-302025-11-10 J JACOBS SOLUTIONS INC COM26.7K shares-0.07%2025-09-302025-11-10 MKL MARKEL GROUP INC COM2.1K shares516.22%2025-09-302025-11-10 TFC TRUIST FINL CORP COM86.5K shares8.24%2025-09-302025-11-10 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF77.0K shares10.78%2025-09-302025-11-10 TJX TJX COS INC NEW COM26.9K shares-2.02%2025-09-302025-11-10 UNH UNITEDHEALTH GROUP INC COM11.2K shares-17.68%2025-09-302025-11-10 FI FISERV INC COM29.6K shares-18.25%2025-09-302025-11-10 IVW ISHARES S&P 500 GROWTH ETF31.6K shares2.26%2025-09-302025-11-10 UNP UNION PAC CORP COM16.1K shares97.47%2025-09-302025-11-10 AMGN AMGEN INC COM13.4K shares4.52%2025-09-302025-11-10 XLF Financial Select Sector SPDR Fund69.9K shares-6.42%2025-09-302025-11-10 LMT LOCKHEED MARTIN CORP COM7.5K shares9.69%2025-09-302025-11-10 ETN EATON CORP PLC SHS10.0K shares-1.06%2025-09-302025-11-10 SHV ISHARES SHORT TREASURY BOND ETF33.7K shares-6.21%2025-09-302025-11-10 NTR NUTRIEN LTD COM63.3K shares-0.02%2025-09-302025-11-10 INGR INGREDION INC COM30.2K shares0.82%2025-09-302025-11-10 QCJA FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY169.9K shares926.91%2025-09-302025-11-10 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF42.7K shares-0.61%2025-09-302025-11-10 CSL CARLISLE COS INC COM11.0K shares90.47%2025-09-302025-11-10 ITW ILLINOIS TOOL WKS INC COM13.8K shares0.66%2025-09-302025-11-10 CAG CONAGRA BRANDS INC COM194.8K shares46.86%2025-09-302025-11-10 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS12.7K shares-7.47%2025-09-302025-11-10 SO SOUTHERN CO COM37.4K shares2.34%2025-09-302025-11-10 EG EVEREST GROUP LTD COM10.0K shares-1.08%2025-09-302025-11-10 AVAV AEROVIRONMENT INC COM10.9K shares-1.71%2025-09-302025-11-10 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF16.1K shares-42.20%2025-09-302025-11-10 QSR RESTAURANT BRANDS INTL INC COM52.4K shares2.59%2025-09-302025-11-10 STLD STEEL DYNAMICS INC COM24.0K 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INC COM2.4K shares-3.99%2025-09-302025-11-10 OKE ONEOK INC NEW COM15.4K shares0.47%2025-09-302025-11-10 DFVX DIMENSIONAL US LARGE CAP VECTOR ETF15.4K shares6.87%2025-09-302025-11-10 BKLN INVESCO SENIOR LOAN ETF53.2K shares13.02%2025-09-302025-11-10 PJT PJT PARTNERS INC COM CL A6.3K shares0.00%2025-09-302025-11-10 XBI STATE STREET SPDR S&P BIOTECH ETF11.0K shares-5.89%2025-09-302025-11-10 GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF12.6K sharesnew addition2025-09-302025-11-10 JPC NUVEEN PFD & INCOME OPPORTUNIT COM127.0K shares24.10%2025-09-302025-11-10 NOW SERVICENOW INC COM1.1K shares27.29%2025-09-302025-11-10 VXF VANGUARD EXTENDED MARKET ETF4.9K shares43.59%2025-09-302025-11-10 ETR ENTERGY CORP NEW COM11.1K shares-0.40%2025-09-302025-11-10 OBDC BLUE OWL CAPITAL CORPORATION COM80.8K shares-20.09%2025-09-302025-11-10 F FORD MTR CO COM86.0K shares-10.65%2025-09-302025-11-10 DOV DOVER CORP COM6.1K shares-3.24%2025-09-302025-11-10 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF38.4K shares-0.55%2025-09-302025-11-10 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF18.7K shares-0.32%2025-09-302025-11-10 IVE ISHARES S&P 500 VALUE ETF4.8K shares-6.30%2025-09-302025-11-10 MMM 3M CO COM6.4K shares-1.12%2025-09-302025-11-10 LHX L3HARRIS TECHNOLOGIES INC COM3.2K shares-8.12%2025-09-302025-11-10 EMR EMERSON ELEC CO COM7.5K shares-16.86%2025-09-302025-11-10 PAYX PAYCHEX INC COM7.7K shares0.91%2025-09-302025-11-10 DFAW DIMENSIONAL WORLD EQUITY ETF13.6K shares23.27%2025-09-302025-11-10 JIVE JPMORGAN INTERNATIONAL VALUE ETF13.0K shares32.77%2025-09-302025-11-10 SHYD VANECK SHORT HIGH YIELD MUNI ETF42.6K shares57.22%2025-09-302025-11-10 COP CONOCOPHILLIPS COM10.3K shares-2.28%2025-09-302025-11-10 MSI MOTOROLA SOLUTIONS INC COM NEW2.1K shares6.78%2025-09-302025-11-10 VMC VULCAN MATLS CO COM3.1K shares-0.73%2025-09-302025-11-10 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF6.8K shares-0.98%2025-09-302025-11-10 OXY OCCIDENTAL PETE CORP COM20.3K shares16.93%2025-09-302025-11-10 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF21.1K shares0.00%2025-09-302025-11-10 RPG INVESCO S&P 500 PURE GROWTH ETF19.9K shares0.03%2025-09-302025-11-10 RRR RED ROCK RESORTS INC CL A15.4K shares10.01%2025-09-302025-11-10 ACHR ARCHER AVIATION INC COM CL A97.8K shares-11.18%2025-09-302025-11-10 QUBT QUANTUM COMPUTING INC COM50.8K sharesnew addition2025-09-302025-11-10 MTRX MATRIX SVC CO COM71.3K shares-6.58%2025-09-302025-11-10 MDLZ MONDELEZ INTL INC CL A14.9K shares10.35%2025-09-302025-11-10 XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF18.7K shares-11.59%2025-09-302025-11-10 VIOO VANGUARD S&P SMALL-CAP 600 ETF8.4K shares3.20%2025-09-302025-11-10 ECL ECOLAB INC COM3.4K shares-5.61%2025-09-302025-11-10 SLV ISHARES SILVER TRUST21.8K shares0.39%2025-09-302025-11-10 IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF41.2K shares-1.61%2025-09-302025-11-10 IWY ISHARES RUSSELL TOP 200 GROWTH ETF3.3K shares-10.92%2025-09-302025-11-10 MGK VANGUARD MEGA CAP GROWTH ETF2.2K shares0.09%2025-09-302025-11-10 CSX CSX CORP COM25.3K shares-3.56%2025-09-302025-11-10 TROW PRICE T ROWE GROUP INC COM8.7K shares14.99%2025-09-302025-11-10 TLT ISHARES 20 YEAR TREASURY BOND ETF10.0K shares-8.51%2025-09-302025-11-10 USMC PRINCIPAL U.S. MEGA-CAP ETF13.1K shares0.00%2025-09-302025-11-10 IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF40.3K shares-1.68%2025-09-302025-11-10 URA GLOBAL X URANIUM ETF18.5K shares0.98%2025-09-302025-11-10 NEA NUVEEN AMT FREE QLTY MUN INCME COM77.0K shares105.62%2025-09-302025-11-10 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF11.6K sharesnew addition2025-09-302025-11-10 CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF31.2K shares51.21%2025-09-302025-11-10 CFR CULLEN FROST BANKERS INC COM6.9K shares15.80%2025-09-302025-11-10 TOWN TOWNEBANK PORTSMOUTH VA COM25.0K shares-0.69%2025-09-302025-11-10 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS4.8K shares1.68%2025-09-302025-11-10 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF22.5K shares1.35%2025-09-302025-11-10 RPRX ROYALTY PHARMA PLC SHS CLASS A24.1K shares13.04%2025-09-302025-11-10 AGI ALAMOS GOLD INC NEW COM CL A24.4K sharesnew addition2025-09-302025-11-10 GWW GRAINGER W W INC COM891 shares-1.76%2025-09-302025-11-10 VPU VANGUARD UTILITIES ETF4.5K shares9.81%2025-09-302025-11-10 GPC GENUINE PARTS CO COM6.1K shares5.02%2025-09-302025-11-10 CMCSA COMCAST CORP NEW CL A26.9K shares0.86%2025-09-302025-11-10 HP HELMERICH & PAYNE INC COM38.0K shares-0.35%2025-09-302025-11-10 XLB MATERIALS SELECT SECTOR SPDR FUND9.3K shares-11.25%2025-09-302025-11-10 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP16.6K shares2.79%2025-09-302025-11-10 EUFN ISHARES MSCI EUROPE FINANCIALS ETF24.1K sharesnew addition2025-09-302025-11-10 LNG CHENIERE ENERGY INC COM NEW3.5K shares-1.43%2025-09-302025-11-10 IWS ISHARES RUSSELL MID-CAP VALUE ETF5.9K shares-5.84%2025-09-302025-11-10 ERII ENERGY RECOVERY INC COM52.8K shares14.65%2025-09-302025-11-10 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF7.9K shares1.48%2025-09-302025-11-10 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF7.6K shares0.00%2025-09-302025-11-10 AMP AMERIPRISE FINL INC COM1.6K shares-1.15%2025-09-302025-11-10 XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE19.0K shares0.00%2025-09-302025-11-10 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF13.8K shares-12.34%2025-09-302025-11-10 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF15.2K shares31.22%2025-09-302025-11-10 NVS NOVARTIS AG SPONSORED ADR6.2K shares-6.40%2025-09-302025-11-10 APO APOLLO GLOBAL MGMT INC COM5.9K shares-0.51%2025-09-302025-11-10 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF5.5K shares-2.64%2025-09-302025-11-10 DFSV DIMENSIONAL US SMALL CAP VALUE ETF24.4K shares7.64%2025-09-302025-11-10 ELAN ELANCO ANIMAL HEALTH INC COM38.5K shares-15.95%2025-09-302025-11-10 RVTY REVVITY INC COM8.8K shares36.71%2025-09-302025-11-10 HGER HARBOR ALL-WEATHER INFLATION FOCUS ETF29.7K sharesnew addition2025-09-302025-11-10 STWD STARWOOD PPTY TR INC COM39.5K shares0.00%2025-09-302025-11-10 BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares-75.00%2025-09-302025-11-10 RYN RAYONIER INC COM28.3K shares1.83%2025-09-302025-11-10 CVS CVS HEALTH CORP COM9.9K shares-9.26%2025-09-302025-11-10 INTC INTEL CORP COM22.2K shares0.64%2025-09-302025-11-10 KLAC KLA CORP COM NEW689 shares-3.64%2025-09-302025-11-10 RGLD ROYAL GOLD INC COM3.7K shares-3.22%2025-09-302025-11-10 UGL PROSHARES ULTRA GOLD16.0K shares0.00%2025-09-302025-11-10 CRH CRH PLC ORD6.1K shares-0.49%2025-09-302025-11-10 RL RALPH LAUREN CORP CL A2.3K shares-1.27%2025-09-302025-11-10 MPLX MPLX LP COM UNIT REP LTD14.6K shares0.00%2025-09-302025-11-10 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF6.6K shares-1.07%2025-09-302025-11-10 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF13.7K shares55.47%2025-09-302025-11-10 IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF32.3K shares-5.26%2025-09-302025-11-10 SNN SMITH & NEPHEW PLC SPDN ADR NEW19.9K shares-0.57%2025-09-302025-11-10 YUM YUM BRANDS INC COM4.7K shares11.17%2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available