The Analysis of Center for Financial Planning, Inc.'s Holdings


Currently, Center for Financial Planning, Inc. holds 660 types of securities in its portfolio with a total value $935.6M. In the most recent quarter, they have increased their positions in AGG (+34.6K shares, valued at $3.5M), VOO (+3.4K shares, valued at $2.1M), VO (+6.5K shares, valued at $1.9M); decreased their positions in VB (-8.8K shares, valued at $2.2M), SPGI (-1.5K shares, valued at $710.1K), IEFA (-7.3K shares, valued at $637.8K); initiated new positions in BUFD (+21.9K shares, valued at $604.3K), QSPT (+18.9K shares, valued at $588.4K), MFM (+30.0K shares, valued at $161.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS537.9K shares0.63%2025-09-302025-11-06history
AGG ISHARES TR999.0K shares3.58%2025-09-302025-11-06history
IEFA ISHARES TR1.1M shares-0.66%2025-09-302025-11-06history
VB VANGUARD INDEX FDS253.7K shares-3.35%2025-09-302025-11-06history
VO VANGUARD INDEX FDS148.7K shares4.58%2025-09-302025-11-06history
VWO VANGUARD INTL EQUITY INDEX F566.2K shares0.26%2025-09-302025-11-06history
QUAL ISHARES TR94.2K shares-0.92%2025-09-302025-11-06history
BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2025-09-302025-11-06history
Sponsored
MSFT MICROSOFT CORP23.9K shares0.13%2025-09-302025-11-06history
VBR VANGUARD INDEX FDS58.0K shares-0.89%2025-09-302025-11-06history
VXUS VANGUARD STAR FDS134.8K shares-1.27%2025-09-302025-11-06history
AAPL APPLE INC32.2K shares14.60%2025-09-302025-11-06history
BRK.B BERKSHIRE HATHAWAY INC DEL14.4K shares2.28%2025-09-302025-11-06history
AMZN AMAZON COM INC25.4K shares4.04%2025-09-302025-11-06history
JPM JPMORGAN CHASE & CO.17.3K shares1.53%2025-09-302025-11-06history
GOOG ALPHABET INC19.5K shares-0.26%2025-09-302025-11-06history
Sponsored
VUG VANGUARD INDEX FDS8.9K shares0.55%2025-09-302025-11-06history
ABBV ABBVIE INC18.1K shares6.56%2025-09-302025-11-06history
LMBS FIRST TR EXCHANGE-TRADED FD69.0K shares6.22%2025-09-302025-11-06history
RJF RAYMOND JAMES FINL INC19.3K shares-1.28%2025-09-302025-11-06history
VBK VANGUARD INDEX FDS11.1K shares-5.11%2025-09-302025-11-06history
SPY SPDR S&P 500 ETF TR5.0K shares-0.12%2025-09-302025-11-06history
AVGO BROADCOM INC9.9K shares3.75%2025-09-302025-11-06history
IJH ISHARES TR49.5K shares-1.63%2025-09-302025-11-06history
Sponsored
FSIG FIRST TR EXCHANGE-TRADED FD164.1K shares8.04%2025-09-302025-11-06history
PG PROCTER AND GAMBLE CO19.4K shares4.01%2025-09-302025-11-06history
VGT VANGUARD WORLD FD3.9K shares0.00%2025-09-302025-11-06history
JNJ JOHNSON & JOHNSON15.7K shares6.81%2025-09-302025-11-06history
VSS VANGUARD INTL EQUITY INDEX F19.4K shares29.57%2025-09-302025-11-06history
NEE NEXTERA ENERGY INC36.0K shares3.13%2025-09-302025-11-06history
BUFR FIRST TR EXCHNG TRADED FD VI77.3K shares6.34%2025-09-302025-11-06history
MCK MCKESSON CORP3.3K shares0.00%2025-09-302025-11-06history
Sponsored
VTI VANGUARD INDEX FDS7.7K shares1.27%2025-09-302025-11-06history
ABT ABBOTT LABS17.7K shares3.80%2025-09-302025-11-06history
MSI MOTOROLA SOLUTIONS INC4.9K shares-6.33%2025-09-302025-11-06history
AXP AMERICAN EXPRESS CO6.6K shares-0.75%2025-09-302025-11-06history
VTV VANGUARD INDEX FDS11.5K shares2.50%2025-09-302025-11-06history
EAGG ISHARES TR44.0K shares-7.16%2025-09-302025-11-06history
HD HOME DEPOT INC5.0K shares2.76%2025-09-302025-11-06history
CVX CHEVRON CORP NEW12.5K shares-0.85%2025-09-302025-11-06history
Sponsored
TMO THERMO FISHER SCIENTIFIC INC4.0K shares0.00%2025-09-302025-11-06history
PEP PEPSICO INC13.4K shares10.05%2025-09-302025-11-06history
SYK STRYKER CORPORATION5.0K shares0.00%2025-09-302025-11-06history
VV VANGUARD INDEX FDS5.8K shares0.49%2025-09-302025-11-06history
CRM SALESFORCE INC7.4K shares0.00%2025-09-302025-11-06history
XOM EXXON MOBIL CORP15.5K shares7.11%2025-09-302025-11-06history
CL COLGATE PALMOLIVE CO21.6K shares0.00%2025-09-302025-11-06history
NVDA NVIDIA CORPORATION8.7K shares3.33%2025-09-302025-11-06history
Sponsored
ETN EATON CORP PLC4.3K shares4.86%2025-09-302025-11-06history
MCD MCDONALDS CORP5.3K shares6.08%2025-09-302025-11-06history
IJR ISHARES TR13.4K shares-2.79%2025-09-302025-11-06history
GOOGL ALPHABET INC6.3K shares-0.58%2025-09-302025-11-06history
KO COCA COLA CO23.0K shares0.89%2025-09-302025-11-06history
IVV ISHARES TR2.2K shares-0.78%2025-09-302025-11-06history
TSLA TESLA INC3.1K shares-7.00%2025-09-302025-11-06history
WMT WALMART INC13.1K shares16.09%2025-09-302025-11-06history
Sponsored
VTEB VANGUARD MUN BD FDS24.3K shares0.34%2025-09-302025-11-06history
MMM 3M CO7.4K shares-0.34%2025-09-302025-11-06history
UNP UNION PAC CORP4.8K shares-1.47%2025-09-302025-11-06history
ITW ILLINOIS TOOL WKS INC4.3K shares-0.67%2025-09-302025-11-06history
QQQ INVESCO QQQ TR1.8K shares14.36%2025-09-302025-11-06history
VIG VANGUARD SPECIALIZED FUNDS4.8K shares18.79%2025-09-302025-11-06history
ISTB ISHARES TR20.8K shares0.00%2025-09-302025-11-06history
MRK MERCK & CO INC12.0K shares2.94%2025-09-302025-11-06history
Sponsored
PM PHILIP MORRIS INTL INC5.9K shares0.00%2025-09-302025-11-06history
AMT AMERICAN TOWER CORP NEW4.9K shares8.14%2025-09-302025-11-06history
PRF INVESCO EXCHANGE TRADED FD T20.4K shares-0.33%2025-09-302025-11-06history
META META PLATFORMS INC1.3K shares0.00%2025-09-302025-11-06history
VEA VANGUARD TAX-MANAGED FDS15.0K shares-16.72%2025-09-302025-11-06history
EMR EMERSON ELEC CO6.8K shares0.00%2025-09-302025-11-06history
DFUS DIMENSIONAL ETF TRUST12.2K shares0.00%2025-09-302025-11-06history
TT TRANE TECHNOLOGIES PLC2.1K shares-2.43%2025-09-302025-11-06history
Sponsored
IWR ISHARES TR9.0K shares0.09%2025-09-302025-11-06history
IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.00%2025-09-302025-11-06history
MPC MARATHON PETE CORP4.4K shares6.22%2025-09-302025-11-06history
IWN ISHARES TR4.8K shares0.00%2025-09-302025-11-06history
OMC OMNICOM GROUP INC9.8K shares0.00%2025-09-302025-11-06history
PGR PROGRESSIVE CORP3.2K shares0.00%2025-09-302025-11-06history
IWM ISHARES TR3.2K shares0.00%2025-09-302025-11-06history
ADC AGREE RLTY CORP10.2K shares0.00%2025-09-302025-11-06history
Sponsored
DAL DELTA AIR LINES INC DEL12.3K shares0.00%2025-09-302025-11-06history
CSCO CISCO SYS INC10.2K shares-4.68%2025-09-302025-11-06history
V VISA INC2.0K shares0.00%2025-09-302025-11-06history
VDE VANGUARD WORLD FD5.5K shares0.00%2025-09-302025-11-06history
IJS ISHARES TR6.1K shares-2.24%2025-09-302025-11-06history
DTE DTE ENERGY CO4.8K shares0.53%2025-09-302025-11-06history
F FORD MTR CO55.4K shares0.94%2025-09-302025-11-06history
NFLX NETFLIX INC543 shares0.00%2025-09-302025-11-06history
Sponsored
AMD ADVANCED MICRO DEVICES INC4.0K shares0.00%2025-09-302025-11-06history
CME CME GROUP INC2.3K shares16.39%2025-09-302025-11-06history
DHR DANAHER CORPORATION3.1K shares0.00%2025-09-302025-11-06history
BUFD FIRST TR EXCHNG TRADED FD VI21.9K sharesnew addition2025-09-302025-11-06history
CB CHUBB LIMITED2.1K shares7.52%2025-09-302025-11-06history
LLY ELI LILLY & CO785 shares-0.13%2025-09-302025-11-06history
ADI ANALOG DEVICES INC2.4K shares37.53%2025-09-302025-11-06history
DFUV DIMENSIONAL ETF TRUST13.2K shares0.00%2025-09-302025-11-06history
Sponsored
QSPT FIRST TR EXCHNG TRADED FD VI18.9K sharesnew addition2025-09-302025-11-06history
SCHV SCHWAB STRATEGIC TR19.5K shares0.00%2025-09-302025-11-06history
ANET ARISTA NETWORKS INC3.9K shares0.00%2025-09-302025-11-06history
GEV GE VERNOVA INC921 shares0.00%2025-09-302025-11-06history
GIS GENERAL MLS INC11.0K shares-1.70%2025-09-302025-11-06history
APD AIR PRODS & CHEMS INC2.0K shares5.15%2025-09-302025-11-06history
ORCL ORACLE CORP1.9K shares-9.64%2025-09-302025-11-06history
EFV ISHARES TR7.6K shares0.00%2025-09-302025-11-06history
Sponsored
DOV DOVER CORP3.1K shares0.00%2025-09-302025-11-06history
DRI DARDEN RESTAURANTS INC2.7K shares15.83%2025-09-302025-11-06history
EVSD MORGAN STANLEY ETF TRUST9.8K shares0.00%2025-09-302025-11-06history
USB US BANCORP DEL10.4K shares0.00%2025-09-302025-11-06history
MDT MEDTRONIC PLC5.2K shares7.15%2025-09-302025-11-06history
TJX TJX COS INC NEW3.4K shares-2.84%2025-09-302025-11-06history
RTX RTX CORPORATION2.9K shares-3.05%2025-09-302025-11-06history
UNH UNITEDHEALTH GROUP INC1.4K shares19.48%2025-09-302025-11-06history
Sponsored
VZ VERIZON COMMUNICATIONS INC11.0K shares13.99%2025-09-302025-11-06history
DAN DANA INC24.0K shares0.00%2025-09-302025-11-06history
EFA ISHARES TR5.1K shares0.00%2025-09-302025-11-06history
SPGI S&P GLOBAL INC978 shares-59.87%2025-09-302025-11-06history
IYW ISHARES TR2.4K shares0.00%2025-09-302025-11-06history
JCI JOHNSON CTLS INTL PLC4.1K shares5.47%2025-09-302025-11-06history
NXPI NXP SEMICONDUCTORS N V2.0K shares0.00%2025-09-302025-11-06history
PEG PUBLIC SVC ENTERPRISE GRP IN5.4K shares9.27%2025-09-302025-11-06history
Sponsored
ALL ALLSTATE CORP2.1K shares0.00%2025-09-302025-11-06history
DIS DISNEY WALT CO3.9K shares20.20%2025-09-302025-11-06history
O REALTY INCOME CORP7.3K shares8.53%2025-09-302025-11-06history
VHT VANGUARD WORLD FD1.6K shares111.44%2025-09-302025-11-06history
HBAN HUNTINGTON BANCSHARES INC22.8K shares0.00%2025-09-302025-11-06history
MO ALTRIA GROUP INC5.8K shares0.00%2025-09-302025-11-06history
CMCSA COMCAST CORP NEW12.1K shares11.50%2025-09-302025-11-06history
AMGN AMGEN INC1.3K shares79.87%2025-09-302025-11-06history
Sponsored
MUB ISHARES TR3.5K shares0.00%2025-09-302025-11-06history
YUM YUM BRANDS INC2.5K shares36.35%2025-09-302025-11-06history
PFE PFIZER INC14.3K shares-0.47%2025-09-302025-11-06history
CMI CUMMINS INC860 shares8.04%2025-09-302025-11-06history
T AT&T INC12.8K shares-2.03%2025-09-302025-11-06history
GE GE AEROSPACE1.2K shares0.00%2025-09-302025-11-06history
FIS FIDELITY NATL INFORMATION SV5.2K shares19.21%2025-09-302025-11-06history
MDLZ MONDELEZ INTL INC5.5K shares0.00%2025-09-302025-11-06history
Sponsored
AJG GALLAGHER ARTHUR J & CO1.1K shares96.45%2025-09-302025-11-06history
BBY BEST BUY INC4.3K shares5.80%2025-09-302025-11-06history
CMG CHIPOTLE MEXICAN GRILL INC8.0K shares0.00%2025-09-302025-11-06history
IQV IQVIA HLDGS INC1.6K shares0.00%2025-09-302025-11-06history
FI FISERV INC2.3K shares0.00%2025-09-302025-11-06history
LMT LOCKHEED MARTIN CORP591 shares-21.30%2025-09-302025-11-06history
QMAR FIRST TR EXCHNG TRADED FD VI9.0K shares-67.08%2025-09-302025-11-06history
TIP ISHARES TR2.6K shares0.00%2025-09-302025-11-06history
Sponsored
APH AMPHENOL CORP NEW2.3K shares-3.10%2025-09-302025-11-06history
GLD SPDR GOLD TR782 shares19.94%2025-09-302025-11-06history
VYM VANGUARD WHITEHALL FDS2.0K shares25.95%2025-09-302025-11-06history
DTM DT MIDSTREAM INC2.4K shares-7.34%2025-09-302025-11-06history
ROK ROCKWELL AUTOMATION INC767 shares0.00%2025-09-302025-11-06history
IWF ISHARES TR558 shares-30.86%2025-09-302025-11-06history
FANG DIAMONDBACK ENERGY INC1.8K shares-20.50%2025-09-302025-11-06history
BAC BANK AMERICA CORP4.9K shares0.00%2025-09-302025-11-06history
Sponsored
LHX L3HARRIS TECHNOLOGIES INC824 shares-2.83%2025-09-302025-11-06history
COST COSTCO WHSL CORP NEW269 shares-11.51%2025-09-302025-11-06history
STE STERIS PLC987 shares0.00%2025-09-302025-11-06history
SLYV SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-11-06history
ASML ASML HOLDING N V245 shares0.00%2025-09-302025-11-06history
AON AON PLC653 shares0.00%2025-09-302025-11-06history
VNQ VANGUARD INDEX FDS2.5K shares-7.00%2025-09-302025-11-06history
HSIC HENRY SCHEIN INC3.4K shares0.00%2025-09-302025-11-06history
Sponsored
SDY SPDR SERIES TRUST1.6K shares-0.37%2025-09-302025-11-06history
AOR ISHARES TR3.5K shares0.75%2025-09-302025-11-06history
ARTY ISHARES TR4.9K shares50.81%2025-09-302025-11-06history
IYR ISHARES TR2.3K shares0.00%2025-09-302025-11-06history
UBER UBER TECHNOLOGIES INC2.2K shares-9.83%2025-09-302025-11-06history
IWO ISHARES TR675 shares0.00%2025-09-302025-11-06history
UPS UNITED PARCEL SERVICE INC2.6K shares4.58%2025-09-302025-11-06history
ISRG INTUITIVE SURGICAL INC458 shares0.00%2025-09-302025-11-06history
Sponsored
DXCM DEXCOM INC3.0K shares0.00%2025-09-302025-11-06history
MFC MANULIFE FINL CORP6.4K shares0.00%2025-09-302025-11-06history
PRFZ INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2025-09-302025-11-06history
INTU INTUIT283 shares0.00%2025-09-302025-11-06history
IVW ISHARES TR1.6K shares20.18%2025-09-302025-11-06history
LCNB LCNB CORP12.7K shares0.00%2025-09-302025-11-06history
PSA PUBLIC STORAGE OPER CO636 shares0.00%2025-09-302025-11-06history
NOW SERVICENOW INC198 shares0.00%2025-09-302025-11-06history
Sponsored
EW EDWARDS LIFESCIENCES CORP2.3K shares-8.91%2025-09-302025-11-06history
SWK STANLEY BLACK & DECKER INC2.3K shares0.00%2025-09-302025-11-06history
AMAT APPLIED MATLS INC834 shares0.00%2025-09-302025-11-06history
MA MASTERCARD INCORPORATED300 shares0.00%2025-09-302025-11-06history
CDNS CADENCE DESIGN SYSTEM INC483 shares48.62%2025-09-302025-11-06history
DUK DUKE ENERGY CORP NEW1.4K shares0.00%2025-09-302025-11-06history
CAT CATERPILLAR INC350 shares0.00%2025-09-302025-11-06history
DIA SPDR DOW JONES INDL AVERAGE356 shares0.00%2025-09-302025-11-06history
Sponsored
MFM MFS MUN INCOME TR30.0K sharesnew addition2025-09-302025-11-06history
COIN COINBASE GLOBAL INC464 shares-39.27%2025-09-302025-11-06history
IWY ISHARES TR567 shares0.00%2025-09-302025-11-06history
RGTI RIGETTI COMPUTING INC5.1K shares0.00%2025-09-302025-11-06history
DJT TRUMP MEDIA & TECHNOLOGY GRO9.3K shares-0.95%2025-09-302025-11-06history
VPU VANGUARD WORLD FD783 shares108.80%2025-09-302025-11-06history
HAL HALLIBURTON CO5.9K shares0.00%2025-09-302025-11-06history
IEF ISHARES TR1.5K shares0.00%2025-09-302025-11-06history
Sponsored
LUV SOUTHWEST AIRLS CO4.4K shares-4.32%2025-09-302025-11-06history
SNPS SYNOPSYS INC285 shares39.02%2025-09-302025-11-06history
CLS CELESTICA INC567 shares0.00%2025-09-302025-11-06history
HWM HOWMET AEROSPACE INC700 shares0.00%2025-09-302025-11-06history
QCOM QUALCOMM INC820 shares0.00%2025-09-302025-11-06history
VEU VANGUARD INTL EQUITY INDEX F1.9K shares102.87%2025-09-302025-11-06history
VFQY VANGUARD WELLINGTON FD900 shares0.00%2025-09-302025-11-06history
CRWD CROWDSTRIKE HLDGS INC274 shares0.00%2025-09-302025-11-06history
Sponsored
IDXX IDEXX LABS INC205 shares-7.24%2025-09-302025-11-06history
SO SOUTHERN CO1.4K shares80.24%2025-09-302025-11-06history
VOE VANGUARD INDEX FDS736 shares0.00%2025-09-302025-11-06history
OGE OGE ENERGY CORP2.7K shares0.00%2025-09-302025-11-06history
NUV NUVEEN MUN VALUE FD INC14.1K sharesnew addition2025-09-302025-11-06history
NSC NORFOLK SOUTHN CORP412 shares0.00%2025-09-302025-11-06history
XYZ BLOCK INC1.7K shares4.17%2025-09-302025-11-06history
ITOT ISHARES TR840 shares0.00%2025-09-302025-11-06history
Sponsored
AFL AFLAC INC1.1K shares0.00%2025-09-302025-11-06history
ELV ELEVANCE HEALTH INC FORMERLY375 shares0.00%2025-09-302025-11-06history
AXL AMERICAN AXLE & MFG HLDGS IN20.0K shares0.00%2025-09-302025-11-06history
DD DUPONT DE NEMOURS INC1.5K shares79.13%2025-09-302025-11-06history
ES EVERSOURCE ENERGY1.6K shares0.00%2025-09-302025-11-06history
HRB BLOCK H & R INC2.3K shares0.00%2025-09-302025-11-06history
JBL JABIL INC527 shares0.00%2025-09-302025-11-06history
CACI CACI INTL INC225 shares0.00%2025-09-302025-11-06history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC615 shares30.85%2025-09-302025-11-06history
ADBE ADOBE INC316 shares-3.07%2025-09-302025-11-06history
NUE NUCOR CORP822 shares0.00%2025-09-302025-11-06history
PYPL PAYPAL HLDGS INC1.6K shares-0.49%2025-09-302025-11-06history
BX BLACKSTONE INC640 shares0.00%2025-09-302025-11-06history
CGDV CAPITAL GROUP DIVIDEND VALUE2.6K shares0.00%2025-09-302025-11-06history
VT VANGUARD INTL EQUITY INDEX F773 shares0.00%2025-09-302025-11-06history
RDDT REDDIT INC458 shares-42.24%2025-09-302025-11-06history
Sponsored
DFAS DIMENSIONAL ETF TRUST1.5K shares0.00%2025-09-302025-11-06history
PPG PPG INDS INC968 shares0.00%2025-09-302025-11-06history
CVS CVS HEALTH CORP1.3K shares0.00%2025-09-302025-11-06history
LULU LULULEMON ATHLETICA INC562 shares27.73%2025-09-302025-11-06history
EOT EATON VANCE NATL MUN OPPORT6.0K sharesnew addition2025-09-302025-11-06history
SCHW SCHWAB CHARLES CORP1.0K shares35.06%2025-09-302025-11-06history
BA BOEING CO442 shares0.00%2025-09-302025-11-06history
ESS ESSEX PPTY TR INC350 shares0.00%2025-09-302025-11-06history
Sponsored
PPL PPL CORP2.5K shares0.00%2025-09-302025-11-06history
STT STATE STR CORP800 shares0.00%2025-09-302025-11-06history
YUMC YUM CHINA HLDGS INC2.1K shares17.68%2025-09-302025-11-06history
HYD VANECK ETF TRUST1.8K shares0.00%2025-09-302025-11-06history
QBTS D-WAVE QUANTUM INC3.6K shares0.00%2025-09-302025-11-06history
TSM TAIWAN SEMICONDUCTOR MFG LTD320 shares0.00%2025-09-302025-11-06history
VOOG VANGUARD ADMIRAL FDS INC202 sharesnew addition2025-09-302025-11-06history
IEMG ISHARES INC1.3K shares-6.99%2025-09-302025-11-06history
Sponsored
VXF VANGUARD INDEX FDS418 shares242.62%2025-09-302025-11-06history
CTVA CORTEVA INC1.3K shares52.31%2025-09-302025-11-06history
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JMEE J P MORGAN EXCHANGE TRADED F1.2K shares0.00%2025-09-302025-11-06history
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DDOG DATADOG INC531 shares0.00%2025-09-302025-11-06history
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LSTR LANDSTAR SYS INC600 shares0.00%2025-09-302025-11-06history
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AMP AMERIPRISE FINL INC137 shares251.28%2025-09-302025-11-06history
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MCO MOODYS CORP137 shares-13.29%2025-09-302025-11-06history
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IAU ISHARES GOLD TR850 shares0.00%2025-09-302025-11-06history
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COP CONOCOPHILLIPS616 shares-53.79%2025-09-302025-11-06history
OTIS OTIS WORLDWIDE CORP635 shares-10.56%2025-09-302025-11-06history
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WEC WEC ENERGY GROUP INC333 shares0.00%2025-09-302025-11-06history
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BKLC BNY MELLON ETF TRUST287 sharesnew addition2025-09-302025-11-06history
SPYM SPDR SERIES TRUST469 sharesnew addition2025-09-302025-11-06history
AVLV AMERICAN CENTY ETF TR508 sharesnew addition2025-09-302025-11-06history
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PLPC PREFORMED LINE PRODS CO185 shares0.00%2025-09-302025-11-06history
CXH MFS INVT GRADE MUN TR4.6K sharesnew addition2025-09-302025-11-06history
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EEM ISHARES TR666 shares0.00%2025-09-302025-11-06history
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IWS ISHARES TR248 shares113.79%2025-09-302025-11-06history
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BLD TOPBUILD CORP85 shares-5.56%2025-09-302025-11-06history
FJUL FIRST TR EXCHNG TRADED FD VI600 shares0.00%2025-09-302025-11-06history
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BWX SPDR SERIES TRUST1.4K shares0.00%2025-09-302025-11-06history
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SAP SAP SE98 shares0.00%2025-09-302025-11-06history
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SPSM SPDR SERIES TRUST500 shares0.00%2025-09-302025-11-06history
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FBND FIDELITY MERRIMACK STR TR489 sharesnew addition2025-09-302025-11-06history
CGMS CAPITAL GRP FIXED INCM ETF T813 sharesnew addition2025-09-302025-11-06history
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ADMA ADMA BIOLOGICS INC1.5K sharesnew addition2025-09-302025-11-06history
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FHLC FIDELITY COVINGTON TRUST300 shares0.00%2025-09-302025-11-06history
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ROST ROSS STORES INC126 shares0.00%2025-09-302025-11-06history
KBH KB HOME300 shares0.00%2025-09-302025-11-06history
RUN SUNRUN INC1.1K shares0.00%2025-09-302025-11-06history
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IRT INDEPENDENCE RLTY TR INC1.1K shares0.00%2025-09-302025-11-06history
NFG NATIONAL FUEL GAS CO200 shares0.00%2025-09-302025-11-06history
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FLQM FRANKLIN TEMPLETON ETF TR322 sharesnew addition2025-09-302025-11-06history
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LOB LIVE OAK BANCSHARES INC500 shares0.00%2025-09-302025-11-06history
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CCLD CARECLOUD INC5.4K shares0.00%2025-09-302025-11-06history
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FBIN FORTUNE BRANDS INNOVATIONS I300 shares0.00%2025-09-302025-11-06history
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OPEN OPENDOOR TECHNOLOGIES INC2.0K shares0.00%2025-09-302025-11-06history
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STWD STARWOOD PPTY TR INC805 shares0.00%2025-09-302025-11-06history
SPOT SPOTIFY TECHNOLOGY S A22 shares-40.54%2025-09-302025-11-06history
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AME AMETEK INC71 shares0.00%2025-09-302025-11-06history
DNP DNP SELECT INCOME FD INC1.3K shares0.00%2025-09-302025-11-06history
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TRV TRAVELERS COMPANIES INC45 shares0.00%2025-09-302025-11-06history
EFG ISHARES TR110 shares0.00%2025-09-302025-11-06history
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TTE TOTALENERGIES SE200 shares0.00%2025-09-302025-11-06history
CHI CALAMOS CONV OPPORTUNITIES &1.1K shares0.00%2025-09-302025-11-06history
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ORLY OREILLY AUTOMOTIVE INC105 shares0.00%2025-09-302025-11-06history
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LPLA LPL FINL HLDGS INC30 shares0.00%2025-09-302025-11-06history
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