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). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS537.9K shares0.63%2025-09-302025-11-06
AGG ISHARES TR999.0K shares3.58%2025-09-302025-11-06
IEFA ISHARES TR1.1M shares-0.66%2025-09-302025-11-06
VB VANGUARD INDEX FDS253.7K shares-3.35%2025-09-302025-11-06
VO VANGUARD INDEX FDS148.7K shares4.58%2025-09-302025-11-06
VWO VANGUARD INTL EQUITY INDEX F566.2K shares0.26%2025-09-302025-11-06
QUAL ISHARES TR94.2K shares-0.92%2025-09-302025-11-06
BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2025-09-302025-11-06
MSFT MICROSOFT CORP23.9K shares0.13%2025-09-302025-11-06
VBR VANGUARD INDEX FDS58.0K shares-0.89%2025-09-302025-11-06
VXUS VANGUARD STAR FDS134.8K shares-1.27%2025-09-302025-11-06
AAPL APPLE INC32.2K shares14.60%2025-09-302025-11-06
BRK.B BERKSHIRE HATHAWAY INC DEL14.4K shares2.28%2025-09-302025-11-06
AMZN AMAZON COM INC25.4K shares4.04%2025-09-302025-11-06
JPM JPMORGAN CHASE & CO.17.3K shares1.53%2025-09-302025-11-06
GOOG ALPHABET INC19.5K shares-0.26%2025-09-302025-11-06
VUG VANGUARD INDEX FDS8.9K shares0.55%2025-09-302025-11-06
ABBV ABBVIE INC18.1K shares6.56%2025-09-302025-11-06
LMBS FIRST TR EXCHANGE-TRADED FD69.0K shares6.22%2025-09-302025-11-06
RJF RAYMOND JAMES FINL INC19.3K shares-1.28%2025-09-302025-11-06
VBK VANGUARD INDEX FDS11.1K shares-5.11%2025-09-302025-11-06
SPY SPDR S&P 500 ETF TR5.0K shares-0.12%2025-09-302025-11-06
AVGO BROADCOM INC9.9K shares3.75%2025-09-302025-11-06
IJH ISHARES TR49.5K shares-1.63%2025-09-302025-11-06
FSIG FIRST TR EXCHANGE-TRADED FD164.1K shares8.04%2025-09-302025-11-06
PG PROCTER AND GAMBLE CO19.4K shares4.01%2025-09-302025-11-06
VGT VANGUARD WORLD FD3.9K shares0.00%2025-09-302025-11-06
JNJ JOHNSON & JOHNSON15.7K shares6.81%2025-09-302025-11-06
VSS VANGUARD INTL EQUITY INDEX F19.4K shares29.57%2025-09-302025-11-06
NEE NEXTERA ENERGY INC36.0K shares3.13%2025-09-302025-11-06
BUFR FIRST TR EXCHNG TRADED FD VI77.3K shares6.34%2025-09-302025-11-06
MCK MCKESSON CORP3.3K shares0.00%2025-09-302025-11-06
VTI VANGUARD INDEX FDS7.7K shares1.27%2025-09-302025-11-06
ABT ABBOTT LABS17.7K shares3.80%2025-09-302025-11-06
MSI MOTOROLA SOLUTIONS INC4.9K shares-6.33%2025-09-302025-11-06
AXP AMERICAN EXPRESS CO6.6K shares-0.75%2025-09-302025-11-06
VTV VANGUARD INDEX FDS11.5K shares2.50%2025-09-302025-11-06
EAGG ISHARES TR44.0K shares-7.16%2025-09-302025-11-06
HD HOME DEPOT INC5.0K shares2.76%2025-09-302025-11-06
CVX CHEVRON CORP NEW12.5K shares-0.85%2025-09-302025-11-06
TMO THERMO FISHER SCIENTIFIC INC4.0K shares0.00%2025-09-302025-11-06
PEP PEPSICO INC13.4K shares10.05%2025-09-302025-11-06
SYK STRYKER CORPORATION5.0K shares0.00%2025-09-302025-11-06
VV VANGUARD INDEX FDS5.8K shares0.49%2025-09-302025-11-06
CRM SALESFORCE INC7.4K shares0.00%2025-09-302025-11-06
XOM EXXON MOBIL CORP15.5K shares7.11%2025-09-302025-11-06
CL COLGATE PALMOLIVE CO21.6K shares0.00%2025-09-302025-11-06
NVDA NVIDIA CORPORATION8.7K shares3.33%2025-09-302025-11-06
ETN EATON CORP PLC4.3K shares4.86%2025-09-302025-11-06
MCD MCDONALDS CORP5.3K shares6.08%2025-09-302025-11-06
IJR ISHARES TR13.4K shares-2.79%2025-09-302025-11-06
GOOGL ALPHABET INC6.3K shares-0.58%2025-09-302025-11-06
KO COCA COLA CO23.0K shares0.89%2025-09-302025-11-06
IVV ISHARES TR2.2K shares-0.78%2025-09-302025-11-06
TSLA TESLA INC3.1K shares-7.00%2025-09-302025-11-06
WMT WALMART INC13.1K shares16.09%2025-09-302025-11-06
VTEB VANGUARD MUN BD FDS24.3K shares0.34%2025-09-302025-11-06
MMM 3M CO7.4K shares-0.34%2025-09-302025-11-06
UNP UNION PAC CORP4.8K shares-1.47%2025-09-302025-11-06
ITW ILLINOIS TOOL WKS INC4.3K shares-0.67%2025-09-302025-11-06
QQQ INVESCO QQQ TR1.8K shares14.36%2025-09-302025-11-06
VIG VANGUARD SPECIALIZED FUNDS4.8K shares18.79%2025-09-302025-11-06
ISTB ISHARES TR20.8K shares0.00%2025-09-302025-11-06
MRK MERCK & CO INC12.0K shares2.94%2025-09-302025-11-06
PM PHILIP MORRIS INTL INC5.9K shares0.00%2025-09-302025-11-06
AMT AMERICAN TOWER CORP NEW4.9K shares8.14%2025-09-302025-11-06
PRF INVESCO EXCHANGE TRADED FD T20.4K shares-0.33%2025-09-302025-11-06
META META PLATFORMS INC1.3K shares0.00%2025-09-302025-11-06
VEA VANGUARD TAX-MANAGED FDS15.0K shares-16.72%2025-09-302025-11-06
EMR EMERSON ELEC CO6.8K shares0.00%2025-09-302025-11-06
DFUS DIMENSIONAL ETF TRUST12.2K shares0.00%2025-09-302025-11-06
TT TRANE TECHNOLOGIES PLC2.1K shares-2.43%2025-09-302025-11-06
IWR ISHARES TR9.0K shares0.09%2025-09-302025-11-06
IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.00%2025-09-302025-11-06
MPC MARATHON PETE CORP4.4K shares6.22%2025-09-302025-11-06
IWN ISHARES TR4.8K shares0.00%2025-09-302025-11-06
OMC OMNICOM GROUP INC9.8K shares0.00%2025-09-302025-11-06
PGR PROGRESSIVE CORP3.2K shares0.00%2025-09-302025-11-06
IWM ISHARES TR3.2K shares0.00%2025-09-302025-11-06
ADC AGREE RLTY CORP10.2K shares0.00%2025-09-302025-11-06
DAL DELTA AIR LINES INC DEL12.3K shares0.00%2025-09-302025-11-06
CSCO CISCO SYS INC10.2K shares-4.68%2025-09-302025-11-06
V VISA INC2.0K shares0.00%2025-09-302025-11-06
VDE VANGUARD WORLD FD5.5K shares0.00%2025-09-302025-11-06
IJS ISHARES TR6.1K shares-2.24%2025-09-302025-11-06
DTE DTE ENERGY CO4.8K shares0.53%2025-09-302025-11-06
F FORD MTR CO55.4K shares0.94%2025-09-302025-11-06
NFLX NETFLIX INC543 shares0.00%2025-09-302025-11-06
AMD ADVANCED MICRO DEVICES INC4.0K shares0.00%2025-09-302025-11-06
CME CME GROUP INC2.3K shares16.39%2025-09-302025-11-06
DHR DANAHER CORPORATION3.1K shares0.00%2025-09-302025-11-06
BUFD FIRST TR EXCHNG TRADED FD VI21.9K sharesnew addition2025-09-302025-11-06
CB CHUBB LIMITED2.1K shares7.52%2025-09-302025-11-06
LLY ELI LILLY & CO785 shares-0.13%2025-09-302025-11-06
ADI ANALOG DEVICES INC2.4K shares37.53%2025-09-302025-11-06
DFUV DIMENSIONAL ETF TRUST13.2K shares0.00%2025-09-302025-11-06
QSPT FIRST TR EXCHNG TRADED FD VI18.9K sharesnew addition2025-09-302025-11-06
SCHV SCHWAB STRATEGIC TR19.5K shares0.00%2025-09-302025-11-06
ANET ARISTA NETWORKS INC3.9K shares0.00%2025-09-302025-11-06
GEV GE VERNOVA INC921 shares0.00%2025-09-302025-11-06
GIS GENERAL MLS INC11.0K shares-1.70%2025-09-302025-11-06
APD AIR PRODS & CHEMS INC2.0K shares5.15%2025-09-302025-11-06
ORCL ORACLE CORP1.9K shares-9.64%2025-09-302025-11-06
EFV ISHARES TR7.6K shares0.00%2025-09-302025-11-06
DOV DOVER CORP3.1K shares0.00%2025-09-302025-11-06
DRI DARDEN RESTAURANTS INC2.7K shares15.83%2025-09-302025-11-06
EVSD MORGAN STANLEY ETF TRUST9.8K shares0.00%2025-09-302025-11-06
USB US BANCORP DEL10.4K shares0.00%2025-09-302025-11-06
MDT MEDTRONIC PLC5.2K shares7.15%2025-09-302025-11-06
TJX TJX COS INC NEW3.4K shares-2.84%2025-09-302025-11-06
RTX RTX CORPORATION2.9K shares-3.05%2025-09-302025-11-06
UNH UNITEDHEALTH GROUP INC1.4K shares19.48%2025-09-302025-11-06
VZ VERIZON COMMUNICATIONS INC11.0K shares13.99%2025-09-302025-11-06
DAN DANA INC24.0K shares0.00%2025-09-302025-11-06
EFA ISHARES TR5.1K shares0.00%2025-09-302025-11-06
SPGI S&P GLOBAL INC978 shares-59.87%2025-09-302025-11-06
IYW ISHARES TR2.4K shares0.00%2025-09-302025-11-06
JCI JOHNSON CTLS INTL PLC4.1K shares5.47%2025-09-302025-11-06
NXPI NXP SEMICONDUCTORS N V2.0K shares0.00%2025-09-302025-11-06
PEG PUBLIC SVC ENTERPRISE GRP IN5.4K shares9.27%2025-09-302025-11-06
ALL ALLSTATE CORP2.1K shares0.00%2025-09-302025-11-06
DIS DISNEY WALT CO3.9K shares20.20%2025-09-302025-11-06
O REALTY INCOME CORP7.3K shares8.53%2025-09-302025-11-06
VHT VANGUARD WORLD FD1.6K shares111.44%2025-09-302025-11-06
HBAN HUNTINGTON BANCSHARES INC22.8K shares0.00%2025-09-302025-11-06
MO ALTRIA GROUP INC5.8K shares0.00%2025-09-302025-11-06
CMCSA COMCAST CORP NEW12.1K shares11.50%2025-09-302025-11-06
AMGN AMGEN INC1.3K shares79.87%2025-09-302025-11-06
MUB ISHARES TR3.5K shares0.00%2025-09-302025-11-06
YUM YUM BRANDS INC2.5K shares36.35%2025-09-302025-11-06
PFE PFIZER INC14.3K shares-0.47%2025-09-302025-11-06
CMI CUMMINS INC860 shares8.04%2025-09-302025-11-06
T AT&T INC12.8K shares-2.03%2025-09-302025-11-06
GE GE AEROSPACE1.2K shares0.00%2025-09-302025-11-06
FIS FIDELITY NATL INFORMATION SV5.2K shares19.21%2025-09-302025-11-06
MDLZ MONDELEZ INTL INC5.5K shares0.00%2025-09-302025-11-06
AJG GALLAGHER ARTHUR J & CO1.1K shares96.45%2025-09-302025-11-06
BBY BEST BUY INC4.3K shares5.80%2025-09-302025-11-06
CMG CHIPOTLE MEXICAN GRILL INC8.0K shares0.00%2025-09-302025-11-06
IQV IQVIA HLDGS INC1.6K shares0.00%2025-09-302025-11-06
FI FISERV INC2.3K shares0.00%2025-09-302025-11-06
LMT LOCKHEED MARTIN CORP591 shares-21.30%2025-09-302025-11-06
QMAR FIRST TR EXCHNG TRADED FD VI9.0K shares-67.08%2025-09-302025-11-06
TIP ISHARES TR2.6K shares0.00%2025-09-302025-11-06
APH AMPHENOL CORP NEW2.3K shares-3.10%2025-09-302025-11-06
GLD SPDR GOLD TR782 shares19.94%2025-09-302025-11-06
VYM VANGUARD WHITEHALL FDS2.0K shares25.95%2025-09-302025-11-06
DTM DT MIDSTREAM INC2.4K shares-7.34%2025-09-302025-11-06
ROK ROCKWELL AUTOMATION INC767 shares0.00%2025-09-302025-11-06
IWF ISHARES TR558 shares-30.86%2025-09-302025-11-06
FANG DIAMONDBACK ENERGY INC1.8K shares-20.50%2025-09-302025-11-06
BAC BANK AMERICA CORP4.9K shares0.00%2025-09-302025-11-06
LHX L3HARRIS TECHNOLOGIES INC824 shares-2.83%2025-09-302025-11-06
COST COSTCO WHSL CORP NEW269 shares-11.51%2025-09-302025-11-06
STE STERIS PLC987 shares0.00%2025-09-302025-11-06
SLYV SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-11-06
ASML ASML HOLDING N V245 shares0.00%2025-09-302025-11-06
AON AON PLC653 shares0.00%2025-09-302025-11-06
VNQ VANGUARD INDEX FDS2.5K shares-7.00%2025-09-302025-11-06
HSIC HENRY SCHEIN INC3.4K shares0.00%2025-09-302025-11-06
SDY SPDR SERIES TRUST1.6K shares-0.37%2025-09-302025-11-06
AOR ISHARES TR3.5K shares0.75%2025-09-302025-11-06
ARTY ISHARES TR4.9K shares50.81%2025-09-302025-11-06
IYR ISHARES TR2.3K shares0.00%2025-09-302025-11-06
UBER UBER TECHNOLOGIES INC2.2K shares-9.83%2025-09-302025-11-06
IWO ISHARES TR675 shares0.00%2025-09-302025-11-06
UPS UNITED PARCEL SERVICE INC2.6K shares4.58%2025-09-302025-11-06
ISRG INTUITIVE SURGICAL INC458 shares0.00%2025-09-302025-11-06
DXCM DEXCOM INC3.0K shares0.00%2025-09-302025-11-06
MFC MANULIFE FINL CORP6.4K shares0.00%2025-09-302025-11-06
PRFZ INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2025-09-302025-11-06
INTU INTUIT283 shares0.00%2025-09-302025-11-06
IVW ISHARES TR1.6K shares20.18%2025-09-302025-11-06
LCNB LCNB CORP12.7K shares0.00%2025-09-302025-11-06
PSA PUBLIC STORAGE OPER CO636 shares0.00%2025-09-302025-11-06
NOW SERVICENOW INC198 shares0.00%2025-09-302025-11-06
EW EDWARDS LIFESCIENCES CORP2.3K shares-8.91%2025-09-302025-11-06
SWK STANLEY BLACK & DECKER INC2.3K shares0.00%2025-09-302025-11-06
AMAT APPLIED MATLS INC834 shares0.00%2025-09-302025-11-06
MA MASTERCARD INCORPORATED300 shares0.00%2025-09-302025-11-06
CDNS CADENCE DESIGN SYSTEM INC483 shares48.62%2025-09-302025-11-06
DUK DUKE ENERGY CORP NEW1.4K shares0.00%2025-09-302025-11-06
CAT CATERPILLAR INC350 shares0.00%2025-09-302025-11-06
DIA SPDR DOW JONES INDL AVERAGE356 shares0.00%2025-09-302025-11-06
MFM MFS MUN INCOME TR30.0K sharesnew addition2025-09-302025-11-06
COIN COINBASE GLOBAL INC464 shares-39.27%2025-09-302025-11-06
IWY ISHARES TR567 shares0.00%2025-09-302025-11-06
RGTI RIGETTI COMPUTING INC5.1K shares0.00%2025-09-302025-11-06
DJT TRUMP MEDIA & TECHNOLOGY GRO9.3K shares-0.95%2025-09-302025-11-06
VPU VANGUARD WORLD FD783 shares108.80%2025-09-302025-11-06
HAL HALLIBURTON CO5.9K shares0.00%2025-09-302025-11-06
IEF ISHARES TR1.5K shares0.00%2025-09-302025-11-06
LUV SOUTHWEST AIRLS CO4.4K shares-4.32%2025-09-302025-11-06
SNPS SYNOPSYS INC285 shares39.02%2025-09-302025-11-06
CLS CELESTICA INC567 shares0.00%2025-09-302025-11-06
HWM HOWMET AEROSPACE INC700 shares0.00%2025-09-302025-11-06
QCOM QUALCOMM INC820 shares0.00%2025-09-302025-11-06
VEU VANGUARD INTL EQUITY INDEX F1.9K shares102.87%2025-09-302025-11-06
VFQY VANGUARD WELLINGTON FD900 shares0.00%2025-09-302025-11-06
CRWD CROWDSTRIKE HLDGS INC274 shares0.00%2025-09-302025-11-06
IDXX IDEXX LABS INC205 shares-7.24%2025-09-302025-11-06
SO SOUTHERN CO1.4K shares80.24%2025-09-302025-11-06
VOE VANGUARD INDEX FDS736 shares0.00%2025-09-302025-11-06
OGE OGE ENERGY CORP2.7K shares0.00%2025-09-302025-11-06
NUV NUVEEN MUN VALUE FD INC14.1K sharesnew addition2025-09-302025-11-06
NSC NORFOLK SOUTHN CORP412 shares0.00%2025-09-302025-11-06
XYZ BLOCK INC1.7K shares4.17%2025-09-302025-11-06
ITOT ISHARES TR840 shares0.00%2025-09-302025-11-06
AFL AFLAC INC1.1K shares0.00%2025-09-302025-11-06
ELV ELEVANCE HEALTH INC FORMERLY375 shares0.00%2025-09-302025-11-06
AXL AMERICAN AXLE & MFG HLDGS IN20.0K shares0.00%2025-09-302025-11-06
DD DUPONT DE NEMOURS INC1.5K shares79.13%2025-09-302025-11-06
ES EVERSOURCE ENERGY1.6K shares0.00%2025-09-302025-11-06
HRB BLOCK H & R INC2.3K shares0.00%2025-09-302025-11-06
JBL JABIL INC527 shares0.00%2025-09-302025-11-06
CACI CACI INTL INC225 shares0.00%2025-09-302025-11-06
PLTR PALANTIR TECHNOLOGIES INC615 shares30.85%2025-09-302025-11-06
ADBE ADOBE INC316 shares-3.07%2025-09-302025-11-06
NUE NUCOR CORP822 shares0.00%2025-09-302025-11-06
PYPL PAYPAL HLDGS INC1.6K shares-0.49%2025-09-302025-11-06
BX BLACKSTONE INC640 shares0.00%2025-09-302025-11-06
CGDV CAPITAL GROUP DIVIDEND VALUE2.6K shares0.00%2025-09-302025-11-06
VT VANGUARD INTL EQUITY INDEX F773 shares0.00%2025-09-302025-11-06
RDDT REDDIT INC458 shares-42.24%2025-09-302025-11-06
DFAS DIMENSIONAL ETF TRUST1.5K shares0.00%2025-09-302025-11-06
PPG PPG INDS INC968 shares0.00%2025-09-302025-11-06
CVS CVS HEALTH CORP1.3K shares0.00%2025-09-302025-11-06
LULU LULULEMON ATHLETICA INC562 shares27.73%2025-09-302025-11-06
EOT EATON VANCE NATL MUN OPPORT6.0K sharesnew addition2025-09-302025-11-06
SCHW SCHWAB CHARLES CORP1.0K shares35.06%2025-09-302025-11-06
BA BOEING CO442 shares0.00%2025-09-302025-11-06
ESS ESSEX PPTY TR INC350 shares0.00%2025-09-302025-11-06
PPL PPL CORP2.5K shares0.00%2025-09-302025-11-06
STT STATE STR CORP800 shares0.00%2025-09-302025-11-06
YUMC YUM CHINA HLDGS INC2.1K shares17.68%2025-09-302025-11-06
HYD VANECK ETF TRUST1.8K shares0.00%2025-09-302025-11-06
QBTS D-WAVE QUANTUM INC3.6K shares0.00%2025-09-302025-11-06
TSM TAIWAN SEMICONDUCTOR MFG LTD320 shares0.00%2025-09-302025-11-06
VOOG VANGUARD ADMIRAL FDS INC202 sharesnew addition2025-09-302025-11-06
IEMG ISHARES INC1.3K shares-6.99%2025-09-302025-11-06
VXF VANGUARD INDEX FDS418 shares242.62%2025-09-302025-11-06
CTVA CORTEVA INC1.3K shares52.31%2025-09-302025-11-06
IJJ ISHARES TR660 shares0.00%2025-09-302025-11-06
ESGU ISHARES TR588 shares0.00%2025-09-302025-11-06
USPH U S PHYSICAL THERAPY1.0K shares0.00%2025-09-302025-11-06
BSV VANGUARD BD INDEX FDS1.1K shares0.00%2025-09-302025-11-06
DTD WISDOMTREE TR982 shares0.00%2025-09-302025-11-06
MSCI MSCI INC145 shares0.00%2025-09-302025-11-06
VG VENTURE GLOBAL INC5.8K shares0.00%2025-09-302025-11-06
RMD RESMED INC300 shares0.00%2025-09-302025-11-06
ED CONSOLIDATED EDISON INC810 shares22.73%2025-09-302025-11-06
UNM UNUM GROUP1.0K sharesnew addition2025-09-302025-11-06
AZN ASTRAZENECA PLC1.1K shares0.00%2025-09-302025-11-06
ASAN ASANA INC6.0K shares0.00%2025-09-302025-11-06
CACC CREDIT ACCEP CORP MICH170 shares0.00%2025-09-302025-11-06
EPD ENTERPRISE PRODS PARTNERS L2.5K shares0.00%2025-09-302025-11-06
SYF SYNCHRONY FINANCIAL1.1K shares0.00%2025-09-302025-11-06
JMEE J P MORGAN EXCHANGE TRADED F1.2K shares0.00%2025-09-302025-11-06
LVS LAS VEGAS SANDS CORP1.4K shares0.00%2025-09-302025-11-06
SGOL ETFS GOLD TR2.1K shares0.00%2025-09-302025-11-06
CARR CARRIER GLOBAL CORPORATION1.3K shares0.00%2025-09-302025-11-06
KR KROGER CO1.1K shares0.00%2025-09-302025-11-06
DFAT DIMENSIONAL ETF TRUST1.3K shares0.00%2025-09-302025-11-06
DDOG DATADOG INC531 shares0.00%2025-09-302025-11-06
BMY BRISTOL-MYERS SQUIBB CO1.7K shares-10.59%2025-09-302025-11-06
LSTR LANDSTAR SYS INC600 shares0.00%2025-09-302025-11-06
DVN DEVON ENERGY CORP NEW2.1K shares11.31%2025-09-302025-11-06
FE FIRSTENERGY CORP1.6K shares0.00%2025-09-302025-11-06
SCHD SCHWAB STRATEGIC TR2.6K shares0.00%2025-09-302025-11-06
AMP AMERIPRISE FINL INC137 shares251.28%2025-09-302025-11-06
IWV ISHARES TR176 shares0.00%2025-09-302025-11-06
RGEN REPLIGEN CORP494 shares0.00%2025-09-302025-11-06
FVD FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2025-09-302025-11-06
MCO MOODYS CORP137 shares-13.29%2025-09-302025-11-06
ACM AECOM500 shares0.00%2025-09-302025-11-06
ALGN ALIGN TECHNOLOGY INC516 shares0.00%2025-09-302025-11-06
MET METLIFE INC778 shares11.62%2025-09-302025-11-06
IAU ISHARES GOLD TR850 shares0.00%2025-09-302025-11-06
NU NU HLDGS LTD3.8K shares0.00%2025-09-302025-11-06
ADP AUTOMATIC DATA PROCESSING IN205 shares0.00%2025-09-302025-11-06
PANW PALO ALTO NETWORKS INC294 shares0.00%2025-09-302025-11-06
TMUS T-MOBILE US INC249 shares0.00%2025-09-302025-11-06
TRMK TRUSTMARK CORP1.5K shares0.00%2025-09-302025-11-06
ADM ARCHER DANIELS MIDLAND CO984 shares0.00%2025-09-302025-11-06
COP CONOCOPHILLIPS616 shares-53.79%2025-09-302025-11-06
OTIS OTIS WORLDWIDE CORP635 shares-10.56%2025-09-302025-11-06
ICE INTERCONTINENTAL EXCHANGE IN342 shares0.00%2025-09-302025-11-06
URI UNITED RENTALS INC60 shares0.00%2025-09-302025-11-06
GNTX GENTEX CORP2.0K shares0.00%2025-09-302025-11-06
ILMN ILLUMINA INC588 shares0.00%2025-09-302025-11-06
RSP INVESCO EXCHANGE TRADED FD T285 sharesnew addition2025-09-302025-11-06
VCR VANGUARD WORLD FD136 shares0.00%2025-09-302025-11-06
COHR COHERENT CORP500 shares0.00%2025-09-302025-11-06
AFG AMERICAN FINL GROUP INC OHIO363 shares0.00%2025-09-302025-11-06
EQIX EQUINIX INC67 shares0.00%2025-09-302025-11-06
ATGE ADTALEM GLOBAL ED INC340 shares-3.95%2025-09-302025-11-06
TGT TARGET CORP583 shares0.00%2025-09-302025-11-06
MAR MARRIOTT INTL INC NEW199 shares0.00%2025-09-302025-11-06
ESGD ISHARES TR549 shares0.00%2025-09-302025-11-06
ALTG ALTA EQUIPMENT GROUP INC7.0K shares19.13%2025-09-302025-11-06
EGP EASTGROUP PPTYS INC300 shares0.00%2025-09-302025-11-06
GL GLOBE LIFE INC354 sharesnew addition2025-09-302025-11-06
SBAC SBA COMMUNICATIONS CORP NEW257 sharesnew addition2025-09-302025-11-06
CI THE CIGNA GROUP172 shares0.00%2025-09-302025-11-06
APO APOLLO GLOBAL MGMT INC372 sharesnew addition2025-09-302025-11-06
HON HONEYWELL INTL INC234 shares0.00%2025-09-302025-11-06
BE BLOOM ENERGY CORP579 shares0.00%2025-09-302025-11-06
DELL DELL TECHNOLOGIES INC345 shares0.00%2025-09-302025-11-06
SOLV SOLVENTUM CORP669 shares0.00%2025-09-302025-11-06
IOO ISHARES TR404 shares0.00%2025-09-302025-11-06
MGC VANGUARD WORLD FD195 shares0.00%2025-09-302025-11-06
ENB ENBRIDGE INC943 shares0.00%2025-09-302025-11-06
INTC INTEL CORP1.4K shares-6.61%2025-09-302025-11-06
JPRE J P MORGAN EXCHANGE TRADED F981 shares0.00%2025-09-302025-11-06
BND VANGUARD BD INDEX FDS631 shares-0.94%2025-09-302025-11-06
OKE ONEOK INC NEW633 shares-62.54%2025-09-302025-11-06
CBU COMMUNITY FINANCIAL SYSTEM I780 shares0.00%2025-09-302025-11-06
XAR SPDR SERIES TRUST191 sharesnew addition2025-09-302025-11-06
TLT ISHARES TR500 sharesnew addition2025-09-302025-11-06
FBK FB FINL CORP800 sharesnew addition2025-09-302025-11-06
INVH INVITATION HOMES INC1.5K shares0.00%2025-09-302025-11-06
SPHQ INVESCO EXCHANGE TRADED FD T597 shares0.00%2025-09-302025-11-06
BP BP PLC1.3K shares4.13%2025-09-302025-11-06
WBD WARNER BROS DISCOVERY INC2.2K shares-13.99%2025-09-302025-11-06
EXC EXELON CORP939 shares0.00%2025-09-302025-11-06
RDVY FIRST TR EXCHANGE TRADED FD623 sharesnew addition2025-09-302025-11-06
NVO NOVO-NORDISK A S744 shares-8.60%2025-09-302025-11-06
OKTA OKTA INC450 shares0.00%2025-09-302025-11-06
XLF SELECT SECTOR SPDR TR763 shares0.00%2025-09-302025-11-06
BOX BOX INC1.3K shares0.00%2025-09-302025-11-06
TPR TAPESTRY INC356 shares0.00%2025-09-302025-11-06
L LOEWS CORP400 shares0.00%2025-09-302025-11-06
WDFC WD 40 CO200 shares0.00%2025-09-302025-11-06
IYF ISHARES TR310 shares0.00%2025-09-302025-11-06
XYL XYLEM INC266 shares0.00%2025-09-302025-11-06
D DOMINION ENERGY INC641 shares0.00%2025-09-302025-11-06
ENR ENERGIZER HLDGS INC NEW1.5K shares0.00%2025-09-302025-11-06
WEC WEC ENERGY GROUP INC333 shares0.00%2025-09-302025-11-06
FXU FIRST TR EXCHANGE TRADED FD825 shares0.00%2025-09-302025-11-06
ZS ZSCALER INC124 shares0.00%2025-09-302025-11-06
ETX EATON VANCE MUN INCOME 20281.9K shares0.00%2025-09-302025-11-06
BKLC BNY MELLON ETF TRUST287 sharesnew addition2025-09-302025-11-06
SPYM SPDR SERIES TRUST469 sharesnew addition2025-09-302025-11-06
AVLV AMERICAN CENTY ETF TR508 sharesnew addition2025-09-302025-11-06
MAS MASCO CORP517 shares0.00%2025-09-302025-11-06
PLPC PREFORMED LINE PRODS CO185 shares0.00%2025-09-302025-11-06
CXH MFS INVT GRADE MUN TR4.6K sharesnew addition2025-09-302025-11-06
IWD ISHARES TR176 shares-54.87%2025-09-302025-11-06
EEM ISHARES TR666 shares0.00%2025-09-302025-11-06
HIG HARTFORD INSURANCE GROUP INC266 shares0.00%2025-09-302025-11-06
CMA COMERICA INC514 shares41.21%2025-09-302025-11-06
PSKY PARAMOUNT SKYDANCE CORP1.9K sharesnew addition2025-09-302025-11-06
PH PARKER-HANNIFIN CORP46 shares0.00%2025-09-302025-11-06
DE DEERE & CO76 shares0.00%2025-09-302025-11-06
IWS ISHARES TR248 shares113.79%2025-09-302025-11-06
BABA ALIBABA GROUP HLDG LTD192 shares11.63%2025-09-302025-11-06
SCHF SCHWAB STRATEGIC TR1.4K shares0.00%2025-09-302025-11-06
ACHR ARCHER AVIATION INC3.5K shares138.78%2025-09-302025-11-06
BLD TOPBUILD CORP85 shares-5.56%2025-09-302025-11-06
FJUL FIRST TR EXCHNG TRADED FD VI600 shares0.00%2025-09-302025-11-06
IVE ISHARES TR157 sharesnew addition2025-09-302025-11-06
PID INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2025-09-302025-11-06
BWX SPDR SERIES TRUST1.4K shares0.00%2025-09-302025-11-06
CHEF CHEFS WHSE INC550 shares0.00%2025-09-302025-11-06
K KELLANOVA390 shares-2.50%2025-09-302025-11-06
SLV ISHARES SILVER TR750 shares0.00%2025-09-302025-11-06
KMX CARMAX INC700 sharesnew addition2025-09-302025-11-06
FBT FIRST TR EXCHANGE-TRADED FD175 shares0.00%2025-09-302025-11-06
MMD NYLI MACKAY DEFINEDTERM MUNI2.0K shares0.00%2025-09-302025-11-06
BNDX VANGUARD CHARLOTTE FDS610 shares-4.24%2025-09-302025-11-06
DOW DOW INC1.3K shares0.00%2025-09-302025-11-06
BLK BLACKROCK INC25 shares0.00%2025-09-302025-11-06
DON WISDOMTREE TR552 shares0.00%2025-09-302025-11-06
FRDM EA SERIES TRUST650 shares0.00%2025-09-302025-11-06
USMV ISHARES TR293 shares0.00%2025-09-302025-11-06
BHP BHP GROUP LTD500 shares0.00%2025-09-302025-11-06
AWK AMERICAN WTR WKS CO INC NEW200 shares0.00%2025-09-302025-11-06
SPMD SPDR SERIES TRUST481 shares0.00%2025-09-302025-11-06
COR CENCORA INC88 shares0.00%2025-09-302025-11-06
GDV GABELLI DIVID & INCOME TR1.0K shares0.00%2025-09-302025-11-06
NVS NOVARTIS AG210 shares0.00%2025-09-302025-11-06
BAX BAXTER INTL INC1.2K shares0.00%2025-09-302025-11-06
GLW CORNING INC320 shares0.00%2025-09-302025-11-06
SAP SAP SE98 shares0.00%2025-09-302025-11-06
CCL CARNIVAL CORP904 shares0.00%2025-09-302025-11-06
IDEV ISHARES TR323 shares0.00%2025-09-302025-11-06
VOT VANGUARD INDEX FDS88 shares0.00%2025-09-302025-11-06
CWB SPDR SERIES TRUST284 shares0.00%2025-09-302025-11-06
CSX CSX CORP720 shares0.00%2025-09-302025-11-06
JOBY JOBY AVIATION INC1.6K shares0.00%2025-09-302025-11-06
XLI SELECT SECTOR SPDR TR165 shares0.00%2025-09-302025-11-06
CEG CONSTELLATION ENERGY CORP77 shares0.00%2025-09-302025-11-06
CLX CLOROX CO DEL200 sharesnew addition2025-09-302025-11-06
ZTS ZOETIS INC163 shares0.00%2025-09-302025-11-06
ITT ITT INC133 shares0.00%2025-09-302025-11-06
GEHC GE HEALTHCARE TECHNOLOGIES I316 shares0.00%2025-09-302025-11-06
WELL WELLTOWER INC133 shares0.00%2025-09-302025-11-06
AIG AMERICAN INTL GROUP INC300 shares0.00%2025-09-302025-11-06
DFEB FIRST TR EXCHNG TRADED FD VI500 shares0.00%2025-09-302025-11-06
SPSM SPDR SERIES TRUST500 shares0.00%2025-09-302025-11-06
FENI FIDELITY COVINGTON TRUST646 sharesnew addition2025-09-302025-11-06
FBND FIDELITY MERRIMACK STR TR489 sharesnew addition2025-09-302025-11-06
CGMS CAPITAL GRP FIXED INCM ETF T813 sharesnew addition2025-09-302025-11-06
DG DOLLAR GEN CORP NEW217 shares0.00%2025-09-302025-11-06
GS GOLDMAN SACHS GROUP INC28 shares0.00%2025-09-302025-11-06
FMN FEDERATED HERMES PREM MUNI I2.0K sharesnew addition2025-09-302025-11-06
ADMA ADMA BIOLOGICS INC1.5K sharesnew addition2025-09-302025-11-06
PFG PRINCIPAL FINANCIAL GROUP IN264 shares0.00%2025-09-302025-11-06
KEYS KEYSIGHT TECHNOLOGIES INC123 shares0.00%2025-09-302025-11-06
NET CLOUDFLARE INC100 shares0.00%2025-09-302025-11-06
XLY SELECT SECTOR SPDR TR87 shares0.00%2025-09-302025-11-06
GPC GENUINE PARTS CO150 sharesnew addition2025-09-302025-11-06
RBLX ROBLOX CORP150 shares0.00%2025-09-302025-11-06
BSX BOSTON SCIENTIFIC CORP209 shares0.00%2025-09-302025-11-06
FHLC FIDELITY COVINGTON TRUST300 shares0.00%2025-09-302025-11-06
VCSH VANGUARD SCOTTSDALE FDS250 shares0.00%2025-09-302025-11-06
VRTX VERTEX PHARMACEUTICALS INC50 shares0.00%2025-09-302025-11-06
ROST ROSS STORES INC126 shares0.00%2025-09-302025-11-06
KBH KB HOME300 shares0.00%2025-09-302025-11-06
RUN SUNRUN INC1.1K shares0.00%2025-09-302025-11-06
VLO VALERO ENERGY CORP112 shares0.00%2025-09-302025-11-06
HPQ HP INC695 shares0.00%2025-09-302025-11-06
AEE AMEREN CORP181 shares0.00%2025-09-302025-11-06
STX SEAGATE TECHNOLOGY HLDNGS PL80 shares0.00%2025-09-302025-11-06
RMAX RE MAX HLDGS INC2.0K shares0.00%2025-09-302025-11-06
SHW SHERWIN WILLIAMS CO54 shares0.00%2025-09-302025-11-06
VWOB VANGUARD WHITEHALL FDS278 shares34.30%2025-09-302025-11-06
IRT INDEPENDENCE RLTY TR INC1.1K shares0.00%2025-09-302025-11-06
NFG NATIONAL FUEL GAS CO200 shares0.00%2025-09-302025-11-06
SDVY FIRST TR EXCHANGE-TRADED FD482 sharesnew addition2025-09-302025-11-06
SMH VANECK ETF TRUST56 shares0.00%2025-09-302025-11-06
FLQM FRANKLIN TEMPLETON ETF TR322 sharesnew addition2025-09-302025-11-06
AHR AMERICAN HEALTHCARE REIT INC432 shares0.00%2025-09-302025-11-06
IWP ISHARES TR127 sharesnew addition2025-09-302025-11-06
VFH VANGUARD WORLD FD136 shares0.00%2025-09-302025-11-06
LOB LIVE OAK BANCSHARES INC500 shares0.00%2025-09-302025-11-06
GDX VANECK ETF TRUST229 shares0.00%2025-09-302025-11-06
CCLD CARECLOUD INC5.4K shares0.00%2025-09-302025-11-06
TXN TEXAS INSTRS INC94 shares0.00%2025-09-302025-11-06
KMI KINDER MORGAN INC DEL600 shares0.00%2025-09-302025-11-06
GDRX GOODRX HLDGS INC4.0K sharesnew addition2025-09-302025-11-06
NKE NIKE INC240 shares0.00%2025-09-302025-11-06
METC RAMACO RES INC497 shares0.00%2025-09-302025-11-06
AIZ ASSURANT INC75 shares0.00%2025-09-302025-11-06
CZWI CITIZENS CMNTY BANCORP INC M1.0K shares0.00%2025-09-302025-11-06
FBIN FORTUNE BRANDS INNOVATIONS I300 shares0.00%2025-09-302025-11-06
XLV SELECT SECTOR SPDR TR115 shares0.00%2025-09-302025-11-06
OPEN OPENDOOR TECHNOLOGIES INC2.0K shares0.00%2025-09-302025-11-06
DVY ISHARES TR111 shares81.97%2025-09-302025-11-06
STWD STARWOOD PPTY TR INC805 shares0.00%2025-09-302025-11-06
SPOT SPOTIFY TECHNOLOGY S A22 shares-40.54%2025-09-302025-11-06
KF KOREA FD INC500 shares0.00%2025-09-302025-11-06
LNG CHENIERE ENERGY INC65 shares0.00%2025-09-302025-11-06
NIO NIO INC2.0K shares0.00%2025-09-302025-11-06
C CITIGROUP INC148 shares8.82%2025-09-302025-11-06
SONY SONY GROUP CORP510 shares0.00%2025-09-302025-11-06
CCJ CAMECO CORP175 shares0.00%2025-09-302025-11-06
CCI CROWN CASTLE INC152 shares0.00%2025-09-302025-11-06
MNST MONSTER BEVERAGE CORP NEW216 shares0.00%2025-09-302025-11-06
PHO INVESCO EXCHANGE TRADED FD T200 shares0.00%2025-09-302025-11-06
SPG SIMON PPTY GROUP INC NEW76 shares0.00%2025-09-302025-11-06
PSTG PURE STORAGE INC170 sharesnew addition2025-09-302025-11-06
KMB KIMBERLY-CLARK CORP113 shares0.00%2025-09-302025-11-06
AVSC AMERICAN CENTY ETF TR240 sharesnew addition2025-09-302025-11-06
NGVT INGEVITY CORP246 shares0.00%2025-09-302025-11-06
MGY MAGNOLIA OIL & GAS CORP566 shares0.00%2025-09-302025-11-06
AME AMETEK INC71 shares0.00%2025-09-302025-11-06
DNP DNP SELECT INCOME FD INC1.3K shares0.00%2025-09-302025-11-06
LEN LENNAR CORP105 shares0.00%2025-09-302025-11-06
TEL TE CONNECTIVITY PLC59 shares0.00%2025-09-302025-11-06
GILD GILEAD SCIENCES INC115 shares0.00%2025-09-302025-11-06
MBWM MERCANTILE BK CORP283 shares0.00%2025-09-302025-11-06
TRV TRAVELERS COMPANIES INC45 shares0.00%2025-09-302025-11-06
EFG ISHARES TR110 shares0.00%2025-09-302025-11-06
LQD ISHARES TR112 shares0.00%2025-09-302025-11-06
SCI SERVICE CORP INTL149 shares0.00%2025-09-302025-11-06
EA ELECTRONIC ARTS INC60 shares0.00%2025-09-302025-11-06
TTE TOTALENERGIES SE200 shares0.00%2025-09-302025-11-06
CHI CALAMOS CONV OPPORTUNITIES &1.1K shares0.00%2025-09-302025-11-06
HSBC HSBC HLDGS PLC163 shares0.00%2025-09-302025-11-06
ORLY OREILLY AUTOMOTIVE INC105 shares0.00%2025-09-302025-11-06
IBN ICICI BANK LIMITED371 shares0.00%2025-09-302025-11-06
VCIT VANGUARD SCOTTSDALE FDS132 shares-2.22%2025-09-302025-11-06
SBUX STARBUCKS CORP131 shares0.00%2025-09-302025-11-06
SJM SMUCKER J M CO100 shares0.00%2025-09-302025-11-06
BBVA BANCO BILBAO VIZCAYA ARGENTA564 shares0.00%2025-09-302025-11-06
SHOP SHOPIFY INC70 shares0.00%2025-09-302025-11-06
ALV AUTOLIV INC82 shares0.00%2025-09-302025-11-06
LPLA LPL FINL HLDGS INC30 shares0.00%2025-09-302025-11-06
GD GENERAL DYNAMICS CORP29 sharesnew addition2025-09-302025-11-06
ESML ISHARES TR218 shares0.00%2025-09-302025-11-06
BBJP J P MORGAN EXCHANGE TRADED F147 shares-3.29%2025-09-302025-11-06
UA UNDER ARMOUR INC2.0K sharesnew addition2025-09-302025-11-06
VRSK VERISK ANALYTICS INC38 shares0.00%2025-09-302025-11-06
ICSH ISHARES TR188 shares0.00%2025-09-302025-11-06
URA GLOBAL X FDS200 shares0.00%2025-09-302025-11-06
SRPT SAREPTA THERAPEUTICS INC490 shares0.00%2025-09-302025-11-06
DWAS INVESCO EXCH TRADED FD TR II102 sharesnew addition2025-09-302025-11-06
LIT GLOBAL X FDS159 shares0.00%2025-09-302025-11-06
FLRN SPDR SERIES TRUST292 shares0.00%2025-09-302025-11-06
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available