The Analysis of Cerity Partners LLC's Holdings


Currently, Cerity Partners LLC holds 2739 types of securities in its portfolio with a total value $61.7B. In the most recent quarter, they have increased their positions in NVDA (+806.9K shares, valued at $149.9M), IDEV (+1.3M shares, valued at $102.5M), VUG (+178.0K shares, valued at $85.4M); decreased their positions in SGOV (-612.3K shares, valued at $61.7M), PG (-389.0K shares, valued at $59.8M), BND (-799.0K shares, valued at $59.4M); initiated new positions in ANET (+306.3K shares, valued at $43.2M), OAKM (+1.4M shares, valued at $38.1M), LSGR (+534.1K shares, valued at $23.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS4.4M shares2.79%2025-09-302025-10-22history
AAPL APPLE INC8.8M shares-0.56%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION11.7M shares7.40%2025-09-302025-10-22history
MSFT MICROSOFT CORP3.7M shares-0.76%2025-09-302025-10-22history
IVV ISHARES TR2.3M shares2.00%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR2.2M shares-0.83%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS18.7M shares6.83%2025-09-302025-10-22history
IEFA ISHARES TR11.6M shares-0.68%2025-09-302025-10-22history
Sponsored
AMZN AMAZON COM INC4.5M shares4.25%2025-09-302025-10-22history
AVGO BROADCOM INC2.9M shares-0.24%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO6.1M shares-5.95%2025-09-302025-10-22history
GOOGL ALPHABET INC3.4M shares-1.70%2025-09-302025-10-22history
GOOG ALPHABET INC3.2M shares-1.15%2025-09-302025-10-22history
QUAL ISHARES TR3.7M shares-1.25%2025-09-302025-10-22history
META META PLATFORMS INC970.7K shares10.19%2025-09-302025-10-22history
AGG ISHARES TR7.0M shares4.73%2025-09-302025-10-22history
Sponsored
JPM JPMORGAN CHASE & CO.2.0M shares-1.60%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS1.7M shares2.37%2025-09-302025-10-22history
LLY ELI LILLY & CO690.6K shares13.73%2025-09-302025-10-22history
SCHX SCHWAB STRATEGIC TR18.9M shares0.71%2025-09-302025-10-22history
IJR ISHARES TR4.0M shares7.84%2025-09-302025-10-22history
QQQ INVESCO QQQ TR730.6K shares-0.13%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL767.9K shares-0.91%2025-09-302025-10-22history
V VISA INC1.1M shares-0.21%2025-09-302025-10-22history
Sponsored
IWF ISHARES TR798.4K shares-9.77%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW403.5K shares2.48%2025-09-302025-10-22history
CACC CREDIT ACCEP CORP MICH796.6K shares-0.01%2025-09-302025-10-22history
RSP INVESCO EXCHANGE TRADED FD T1.8M shares3.23%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON1.8M shares-1.60%2025-09-302025-10-22history
IJH ISHARES TR5.0M shares13.28%2025-09-302025-10-22history
IEMG ISHARES INC4.7M shares6.55%2025-09-302025-10-22history
WMT WALMART INC3.0M shares2.06%2025-09-302025-10-22history
Sponsored
HD HOME DEPOT INC762.5K shares0.92%2025-09-302025-10-22history
ORCL ORACLE CORP1.1M shares2.28%2025-09-302025-10-22history
MTUM ISHARES TR1.2M shares2.60%2025-09-302025-10-22history
ITOT ISHARES TR2.0M shares-0.67%2025-09-302025-10-22history
SPAB SPDR SERIES TRUST11.1M shares5.14%2025-09-302025-10-22history
IWB ISHARES TR757.5K shares1.09%2025-09-302025-10-22history
VO VANGUARD INDEX FDS943.0K shares2.34%2025-09-302025-10-22history
VUG VANGUARD INDEX FDS572.6K shares45.10%2025-09-302025-10-22history
Sponsored
ABBV ABBVIE INC1.1M shares0.45%2025-09-302025-10-22history
JPST J P MORGAN EXCHANGE TRADED F5.1M shares-2.64%2025-09-302025-10-22history
ITW ILLINOIS TOOL WKS INC922.4K shares-2.62%2025-09-302025-10-22history
VGSH VANGUARD SCOTTSDALE FDS4.0M shares7.71%2025-09-302025-10-22history
BSV VANGUARD BD INDEX FDS2.9M shares11.60%2025-09-302025-10-22history
VGIT VANGUARD SCOTTSDALE FDS3.8M shares-0.27%2025-09-302025-10-22history
IAU ISHARES GOLD TR3.1M shares2.26%2025-09-302025-10-22history
XOM EXXON MOBIL CORP2.0M shares-0.72%2025-09-302025-10-22history
Sponsored
SCHP SCHWAB STRATEGIC TR8.4M shares7.57%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED392.2K shares-0.87%2025-09-302025-10-22history
IEI ISHARES TR1.8M shares2.61%2025-09-302025-10-22history
TSLA TESLA INC501.4K shares9.67%2025-09-302025-10-22history
SHY ISHARES TR2.6M shares4.22%2025-09-302025-10-22history
TJX TJX COS INC NEW1.5M shares2.70%2025-09-302025-10-22history
BAC BANK AMERICA CORP4.1M shares2.68%2025-09-302025-10-22history
VTEB VANGUARD MUN BD FDS4.2M shares1.50%2025-09-302025-10-22history
Sponsored
ABT ABBOTT LABS1.5M shares-0.52%2025-09-302025-10-22history
IQLT ISHARES TR4.6M shares-0.39%2025-09-302025-10-22history
AVEM AMERICAN CENTY ETF TR2.7M shares2.76%2025-09-302025-10-22history
CVX CHEVRON CORP NEW1.3M shares5.10%2025-09-302025-10-22history
VEU VANGUARD INTL EQUITY INDEX F2.8M shares8.21%2025-09-302025-10-22history
SPYV SPDR SERIES TRUST3.5M shares0.49%2025-09-302025-10-22history
VGT VANGUARD WORLD FD256.4K shares-0.59%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS1.0M shares13.92%2025-09-302025-10-22history
Sponsored
RTX RTX CORPORATION1.1M shares-0.61%2025-09-302025-10-22history
SGOV ISHARES TR1.9M shares-24.75%2025-09-302025-10-22history
APH AMPHENOL CORP NEW1.5M shares0.13%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC900.9K shares3.18%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR6.6M shares17.97%2025-09-302025-10-22history
MGK VANGUARD WORLD FD444.9K shares-1.11%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F3.3M shares9.84%2025-09-302025-10-22history
CSCO CISCO SYS INC2.5M shares1.10%2025-09-302025-10-22history
Sponsored
NFLX NETFLIX INC144.2K shares8.72%2025-09-302025-10-22history
VB VANGUARD INDEX FDS650.8K shares3.54%2025-09-302025-10-22history
AVLV AMERICAN CENTY ETF TR2.3M shares2.92%2025-09-302025-10-22history
BLK BLACKROCK INC139.1K shares1.06%2025-09-302025-10-22history
SCHM SCHWAB STRATEGIC TR5.4M shares-9.45%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD560.1K shares3.54%2025-09-302025-10-22history
DFAC DIMENSIONAL ETF TRUST4.0M shares-1.37%2025-09-302025-10-22history
SCHF SCHWAB STRATEGIC TR6.7M shares0.46%2025-09-302025-10-22history
Sponsored
GLD SPDR GOLD TR428.5K shares0.42%2025-09-302025-10-22history
CRM SALESFORCE INC643.0K shares-1.68%2025-09-302025-10-22history
VXF VANGUARD INDEX FDS712.4K shares-4.76%2025-09-302025-10-22history
EFA ISHARES TR1.6M shares-0.63%2025-09-302025-10-22history
MCD MCDONALDS CORP482.7K shares-0.22%2025-09-302025-10-22history
VIG VANGUARD SPECIALIZED FUNDS669.0K shares2.69%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC789.1K shares1.88%2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC180.3K shares2.67%2025-09-302025-10-22history
Sponsored
MRK MERCK & CO INC1.7M shares-13.95%2025-09-302025-10-22history
IDEV ISHARES TR1.8M shares259.87%2025-09-302025-10-22history
INTU INTUIT207.0K shares8.36%2025-09-302025-10-22history
RODM LATTICE STRATEGIES TR4.0M shares1.61%2025-09-302025-10-22history
PEP PEPSICO INC990.9K shares5.62%2025-09-302025-10-22history
CRWD CROWDSTRIKE HLDGS INC282.2K shares-1.43%2025-09-302025-10-22history
DFIV DIMENSIONAL ETF TRUST3.0M shares6.76%2025-09-302025-10-22history
DIS DISNEY WALT CO1.2M shares0.09%2025-09-302025-10-22history
Sponsored
GE GE AEROSPACE430.3K shares4.34%2025-09-302025-10-22history
IWM ISHARES TR525.0K shares-2.30%2025-09-302025-10-22history
USVM VICTORY PORTFOLIOS II1.4M shares2.14%2025-09-302025-10-22history
SPEM SPDR INDEX SHS FDS2.7M shares0.68%2025-09-302025-10-22history
VCSH VANGUARD SCOTTSDALE FDS1.6M shares7.86%2025-09-302025-10-22history
CGXU CAPITAL GROUP INTL FOCUS EQT4.2M shares16.63%2025-09-302025-10-22history
CAT CATERPILLAR INC258.0K shares-0.91%2025-09-302025-10-22history
WM WASTE MGMT INC DEL556.2K shares12.34%2025-09-302025-10-22history
Sponsored
URI UNITED RENTALS INC128.3K shares1.39%2025-09-302025-10-22history
IGM ISHARES TR969.2K shares6.78%2025-09-302025-10-22history
BSX BOSTON SCIENTIFIC CORP1.2M shares-5.79%2025-09-302025-10-22history
HON HONEYWELL INTL INC562.9K shares4.30%2025-09-302025-10-22history
AVDV AMERICAN CENTY ETF TR1.3M shares0.69%2025-09-302025-10-22history
SYK STRYKER CORPORATION318.0K shares1.09%2025-09-302025-10-22history
AMGN AMGEN INC416.2K shares-1.62%2025-09-302025-10-22history
VXUS VANGUARD STAR FDS1.6M shares-0.79%2025-09-302025-10-22history
Sponsored
DFUV DIMENSIONAL ETF TRUST2.5M shares-4.44%2025-09-302025-10-22history
USMV ISHARES TR1.2M shares4.58%2025-09-302025-10-22history
DFSV DIMENSIONAL ETF TRUST3.5M shares13.93%2025-09-302025-10-22history
SCHA SCHWAB STRATEGIC TR3.8M shares-2.93%2025-09-302025-10-22history
SCHW SCHWAB CHARLES CORP1.1M shares-0.09%2025-09-302025-10-22history
SKOR FLEXSHARES TR2.1M shares4.10%2025-09-302025-10-22history
C CITIGROUP INC1.0M shares3.43%2025-09-302025-10-22history
HOOD ROBINHOOD MKTS INC723.9K shares0.56%2025-09-302025-10-22history
Sponsored
NEE NEXTERA ENERGY INC1.4M shares0.21%2025-09-302025-10-22history
AMD ADVANCED MICRO DEVICES INC634.9K shares0.42%2025-09-302025-10-22history
IBIT ISHARES BITCOIN TRUST ETF1.6M shares51.39%2025-09-302025-10-22history
TMO THERMO FISHER SCIENTIFIC INC209.1K shares-6.92%2025-09-302025-10-22history
VRTX VERTEX PHARMACEUTICALS INC258.8K shares-1.85%2025-09-302025-10-22history
QQQM INVESCO EXCH TRADED FD TR II408.5K shares7.05%2025-09-302025-10-22history
ACN ACCENTURE PLC IRELAND401.6K shares5.55%2025-09-302025-10-22history
EMR EMERSON ELEC CO753.6K shares-2.33%2025-09-302025-10-22history
Sponsored
KLAC KLA CORP91.5K shares-0.62%2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC1.0M shares1.65%2025-09-302025-10-22history
ADBE ADOBE INC278.0K shares-3.86%2025-09-302025-10-22history
CB CHUBB LIMITED346.7K shares9.83%2025-09-302025-10-22history
IBM INTERNATIONAL BUSINESS MACHS346.4K shares1.95%2025-09-302025-10-22history
LIN LINDE PLC205.3K shares12.30%2025-09-302025-10-22history
MMM 3M CO627.1K shares-0.65%2025-09-302025-10-22history
SCHG SCHWAB STRATEGIC TR3.0M shares-2.41%2025-09-302025-10-22history
Sponsored
SPGI S&P GLOBAL INC194.1K shares-0.11%2025-09-302025-10-22history
ANGL VANECK ETF TRUST3.2M shares4.10%2025-09-302025-10-22history
MUB ISHARES TR867.8K shares-6.05%2025-09-302025-10-22history
GLDM WORLD GOLD TR1.2M shares12.85%2025-09-302025-10-22history
NOW SERVICENOW INC99.5K shares6.00%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC264.0K shares-14.14%2025-09-302025-10-22history
UNP UNION PAC CORP379.7K shares2.18%2025-09-302025-10-22history
IEF ISHARES TR903.8K shares-1.25%2025-09-302025-10-22history
Sponsored
VT VANGUARD INTL EQUITY INDEX F610.3K shares70.45%2025-09-302025-10-22history
QCOM QUALCOMM INC495.6K shares-8.07%2025-09-302025-10-22history
ASML ASML HOLDING N V85.0K shares9.96%2025-09-302025-10-22history
IWR ISHARES TR852.3K shares2.71%2025-09-302025-10-22history
SPTS SPDR SERIES TRUST2.8M shares0.49%2025-09-302025-10-22history
WFC WELLS FARGO CO NEW957.6K shares1.93%2025-09-302025-10-22history
VYM VANGUARD WHITEHALL FDS560.0K shares-0.97%2025-09-302025-10-22history
VONG VANGUARD SCOTTSDALE FDS641.1K shares84.91%2025-09-302025-10-22history
Sponsored
LMT LOCKHEED MARTIN CORP154.0K shares-7.84%2025-09-302025-10-22history
ADI ANALOG DEVICES INC303.1K shares15.53%2025-09-302025-10-22history
MDY SPDR S&P MIDCAP 400 ETF TR124.0K shares-3.85%2025-09-302025-10-22history
ISRG INTUITIVE SURGICAL INC164.4K shares-0.11%2025-09-302025-10-22history
SCHR SCHWAB STRATEGIC TR2.9M shares74.59%2025-09-302025-10-22history
DE DEERE & CO158.5K shares-12.58%2025-09-302025-10-22history
BKNG BOOKING HOLDINGS INC13.3K shares8.47%2025-09-302025-10-22history
BIV VANGUARD BD INDEX FDS910.4K shares8.91%2025-09-302025-10-22history
Sponsored
HTO H2O AMERICA1.4M shares0.48%2025-09-302025-10-22history
COF CAPITAL ONE FINL CORP330.4K shares5.26%2025-09-302025-10-22history
ADP AUTOMATIC DATA PROCESSING IN237.3K shares-0.14%2025-09-302025-10-22history
LRCX LAM RESEARCH CORP517.5K shares16.18%2025-09-302025-10-22history
ECL ECOLAB INC251.5K shares1.71%2025-09-302025-10-22history
KO COCA COLA CO1.0M shares-3.19%2025-09-302025-10-22history
TXN TEXAS INSTRS INC372.0K shares-1.91%2025-09-302025-10-22history
SCHO SCHWAB STRATEGIC TR2.8M shares-15.31%2025-09-302025-10-22history
Sponsored
SWAN AMPLIFY ETF TR2.1M shares-1.72%2025-09-302025-10-22history
BX BLACKSTONE INC392.3K shares5.78%2025-09-302025-10-22history
MDT MEDTRONIC PLC701.9K shares15.27%2025-09-302025-10-22history
NTRS NORTHERN TR CORP490.4K shares-9.90%2025-09-302025-10-22history
DHR DANAHER CORPORATION332.4K shares-3.05%2025-09-302025-10-22history
AVDE AMERICAN CENTY ETF TR823.7K shares19.16%2025-09-302025-10-22history
USHY ISHARES TR1.7M shares10.55%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC1.4M shares1.48%2025-09-302025-10-22history
Sponsored
FI FISERV INC493.1K shares-2.82%2025-09-302025-10-22history
STIP ISHARES TR614.6K shares2.65%2025-09-302025-10-22history
CORT CORCEPT THERAPEUTICS INC758.4K shares1.58%2025-09-302025-10-22history
BND VANGUARD BD INDEX FDS838.3K shares-48.80%2025-09-302025-10-22history
AXP AMERICAN EXPRESS CO186.3K shares-1.80%2025-09-302025-10-22history
MMC MARSH & MCLENNAN COS INC305.8K shares-3.81%2025-09-302025-10-22history
DFAT DIMENSIONAL ETF TRUST1.1M shares-3.49%2025-09-302025-10-22history
ADSK AUTODESK INC192.9K shares5.34%2025-09-302025-10-22history
Sponsored
PWR QUANTA SVCS INC142.9K shares-0.83%2025-09-302025-10-22history
BRK.A BERKSHIRE HATHAWAY INC DEL78 shares2.63%2025-09-302025-10-22history
LOW LOWES COS INC233.0K shares3.28%2025-09-302025-10-22history
MDLZ MONDELEZ INTL INC935.5K shares-2.42%2025-09-302025-10-22history
ETN EATON CORP PLC169.6K shares4.64%2025-09-302025-10-22history
SHV ISHARES TR517.7K shares-3.11%2025-09-302025-10-22history
SCHH SCHWAB STRATEGIC TR2.6M shares-0.57%2025-09-302025-10-22history
SPTM SPDR SERIES TRUST700.7K shares0.33%2025-09-302025-10-22history
Sponsored
GSIE GOLDMAN SACHS ETF TR1.4M shares3.88%2025-09-302025-10-22history
PM PHILIP MORRIS INTL INC344.5K shares4.98%2025-09-302025-10-22history
OEF ISHARES TR167.3K shares-1.87%2025-09-302025-10-22history
VNQ VANGUARD INDEX FDS603.7K shares-0.16%2025-09-302025-10-22history
CMI CUMMINS INC128.7K shares9.39%2025-09-302025-10-22history
ZTS ZOETIS INC371.2K shares14.19%2025-09-302025-10-22history
ACWX ISHARES TR828.6K shares-2.80%2025-09-302025-10-22history
VBR VANGUARD INDEX FDS255.6K shares0.72%2025-09-302025-10-22history
Sponsored
GEV GE VERNOVA INC86.7K shares13.70%2025-09-302025-10-22history
INTC INTEL CORP1.6M shares27.37%2025-09-302025-10-22history
NSC NORFOLK SOUTHN CORP175.3K shares-1.21%2025-09-302025-10-22history
VGK VANGUARD INTL EQUITY INDEX F651.5K shares-1.06%2025-09-302025-10-22history
USRT ISHARES TR870.7K shares3.73%2025-09-302025-10-22history
CL COLGATE PALMOLIVE CO629.8K shares-3.31%2025-09-302025-10-22history
VONE VANGUARD SCOTTSDALE FDS165.9K shares-10.83%2025-09-302025-10-22history
XYL XYLEM INC339.7K shares2.42%2025-09-302025-10-22history
Sponsored
VIOO VANGUARD ADMIRAL FDS INC452.8K shares12.44%2025-09-302025-10-22history
POCT INNOVATOR ETFS TRUST1.2M shares2617.41%2025-09-302025-10-22history
USB US BANCORP DEL1.0M shares37.68%2025-09-302025-10-22history
PNC PNC FINL SVCS GROUP INC239.5K shares8.26%2025-09-302025-10-22history
TER TERADYNE INC348.9K shares3.73%2025-09-302025-10-22history
XLK SELECT SECTOR SPDR TR170.0K shares3.01%2025-09-302025-10-22history
IJK ISHARES TR498.9K shares-6.11%2025-09-302025-10-22history
PGR PROGRESSIVE CORP192.6K shares-6.86%2025-09-302025-10-22history
Sponsored
VOOG VANGUARD ADMIRAL FDS INC107.2K shares2.23%2025-09-302025-10-22history
DFAE DIMENSIONAL ETF TRUST1.5M shares32.47%2025-09-302025-10-22history
SUB ISHARES TR426.9K shares3.79%2025-09-302025-10-22history
T AT&T INC1.6M shares2.20%2025-09-302025-10-22history
PAYX PAYCHEX INC357.2K shares1.00%2025-09-302025-10-22history
DFLV DIMENSIONAL ETF TRUST1.4M shares40.26%2025-09-302025-10-22history
ICE INTERCONTINENTAL EXCHANGE IN265.3K shares-0.44%2025-09-302025-10-22history
PFE PFIZER INC1.7M shares-5.32%2025-09-302025-10-22history
Sponsored
ABNB AIRBNB INC364.8K shares18.07%2025-09-302025-10-22history
DUK DUKE ENERGY CORP NEW355.9K shares4.54%2025-09-302025-10-22history
MCK MCKESSON CORP57.0K shares-1.42%2025-09-302025-10-22history
IWD ISHARES TR214.8K shares-1.09%2025-09-302025-10-22history
ROP ROPER TECHNOLOGIES INC87.5K shares8.73%2025-09-302025-10-22history
ANET ARISTA NETWORKS INC306.3K sharesnew addition2025-09-302025-10-22history
DISV DIMENSIONAL ETF TRUST1.2M shares16.24%2025-09-302025-10-22history
RWL INVESCO EXCH TRADED FD TR II387.5K shares1.38%2025-09-302025-10-22history
Sponsored
NVS NOVARTIS AG332.7K shares-1.79%2025-09-302025-10-22history
BMY BRISTOL-MYERS SQUIBB CO942.3K shares9.23%2025-09-302025-10-22history
WELL WELLTOWER INC236.3K shares0.60%2025-09-302025-10-22history
PH PARKER-HANNIFIN CORP55.5K shares-1.98%2025-09-302025-10-22history
DIA SPDR DOW JONES INDL AVERAGE90.6K shares-0.94%2025-09-302025-10-22history
RBLX ROBLOX CORP300.0K shares22.88%2025-09-302025-10-22history
AZN ASTRAZENECA PLC539.6K shares0.70%2025-09-302025-10-22history
AMAT APPLIED MATLS INC197.6K shares-26.41%2025-09-302025-10-22history
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CVS CVS HEALTH CORP536.5K shares24.16%2025-09-302025-10-22history
UL UNILEVER PLC678.8K shares4.11%2025-09-302025-10-22history
CTAS CINTAS CORP195.6K shares-2.68%2025-09-302025-10-22history
MS MORGAN STANLEY252.5K shares6.39%2025-09-302025-10-22history
BDX BECTON DICKINSON & CO214.4K shares-2.71%2025-09-302025-10-22history
IJT ISHARES TR281.8K shares-5.66%2025-09-302025-10-22history
DFUS DIMENSIONAL ETF TRUST550.4K shares-4.21%2025-09-302025-10-22history
VEEV VEEVA SYS INC132.6K shares29.35%2025-09-302025-10-22history
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VPL VANGUARD INTL EQUITY INDEX F448.7K shares-3.79%2025-09-302025-10-22history
ACWI ISHARES TR280.0K shares3.61%2025-09-302025-10-22history
OAKM HARRIS OAKMARK ETF TRUST1.4M sharesnew addition2025-09-302025-10-22history
MO ALTRIA GROUP INC575.0K shares6.64%2025-09-302025-10-22history
OTIS OTIS WORLDWIDE CORP415.1K shares21.42%2025-09-302025-10-22history
MPC MARATHON PETE CORP193.4K shares7.08%2025-09-302025-10-22history
GLW CORNING INC442.5K shares-18.91%2025-09-302025-10-22history
VV VANGUARD INDEX FDS116.0K shares-0.71%2025-09-302025-10-22history
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DFAS DIMENSIONAL ETF TRUST521.3K shares-5.20%2025-09-302025-10-22history
JCPB J P MORGAN EXCHANGE TRADED F750.1K shares5.79%2025-09-302025-10-22history
KMB KIMBERLY-CLARK CORP281.4K shares12.76%2025-09-302025-10-22history
GD GENERAL DYNAMICS CORP102.6K shares38.63%2025-09-302025-10-22history
MU MICRON TECHNOLOGY INC208.8K shares101.29%2025-09-302025-10-22history
GM GENERAL MTRS CO569.9K shares17.01%2025-09-302025-10-22history
AWK AMERICAN WTR WKS CO INC NEW249.6K shares1.97%2025-09-302025-10-22history
TT TRANE TECHNOLOGIES PLC82.2K shares-0.20%2025-09-302025-10-22history
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IVW ISHARES TR287.1K shares-10.74%2025-09-302025-10-22history
SAP SAP SE128.9K shares23.20%2025-09-302025-10-22history
CME CME GROUP INC127.3K shares1.73%2025-09-302025-10-22history
UPS UNITED PARCEL SERVICE INC408.0K shares-4.99%2025-09-302025-10-22history
ONON ON HLDG AG801.0K shares5.01%2025-09-302025-10-22history
DSTL ETF SER SOLUTIONS584.0K shares-11.46%2025-09-302025-10-22history
MOAT VANECK ETF TRUST336.8K shares0.40%2025-09-302025-10-22history
WRB BERKLEY W R CORP430.9K shares20.88%2025-09-302025-10-22history
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VTIP VANGUARD MALVERN FDS651.0K shares8.33%2025-09-302025-10-22history
SNPS SYNOPSYS INC65.9K shares7.50%2025-09-302025-10-22history
NOBL PROSHARES TR314.7K shares7.77%2025-09-302025-10-22history
CASY CASEYS GEN STORES INC57.2K shares1.94%2025-09-302025-10-22history
COP CONOCOPHILLIPS340.7K shares-0.79%2025-09-302025-10-22history
BABA ALIBABA GROUP HLDG LTD179.3K shares1.06%2025-09-302025-10-22history
APO APOLLO GLOBAL MGMT INC240.3K shares-0.15%2025-09-302025-10-22history
BA BOEING CO147.6K shares12.29%2025-09-302025-10-22history
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ETHA ISHARES ETHEREUM TR1.0M shares28.94%2025-09-302025-10-22history
AMP AMERIPRISE FINL INC63.9K shares-6.05%2025-09-302025-10-22history
AMPLIFY ETF TR AMPLIFY ETF TR1.5M shares-0.19%2025-09-302025-10-22history
TRV TRAVELERS COMPANIES INC110.6K shares7.44%2025-09-302025-10-22history
SHW SHERWIN WILLIAMS CO88.9K shares5.35%2025-09-302025-10-22history
CMCSA COMCAST CORP NEW978.9K shares-15.30%2025-09-302025-10-22history
TSCO TRACTOR SUPPLY CO540.3K shares1.89%2025-09-302025-10-22history
PCG PG&E CORP2.0M shares44.02%2025-09-302025-10-22history
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TMUS T-MOBILE US INC128.0K shares1.79%2025-09-302025-10-22history
DGRW WISDOMTREE TR343.8K shares-9.44%2025-09-302025-10-22history
KR KROGER CO452.6K shares-0.29%2025-09-302025-10-22history
GDS GDS HLDGS LTD787.5K shares-18.60%2025-09-302025-10-22history
NVO NOVO-NORDISK A S558.6K shares-34.61%2025-09-302025-10-22history
IQV IQVIA HLDGS INC159.7K shares0.81%2025-09-302025-10-22history
WAB WABTEC150.6K shares23.68%2025-09-302025-10-22history
SPYM SPDR SERIES TRUST383.6K shares12.74%2025-09-302025-10-22history
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DASH DOORDASH INC110.2K shares1.88%2025-09-302025-10-22history
ALC ALCON AG401.2K shares6.40%2025-09-302025-10-22history
XLE SELECT SECTOR SPDR TR334.2K shares-2.79%2025-09-302025-10-22history
TDW TIDEWATER INC NEW559.3K shares-0.83%2025-09-302025-10-22history
IJJ ISHARES TR229.0K shares2.80%2025-09-302025-10-22history
PSA PUBLIC STORAGE OPER CO102.4K shares5.99%2025-09-302025-10-22history
MEDP MEDPACE HLDGS INC57.4K shares60.83%2025-09-302025-10-22history
SNOW SNOWFLAKE INC130.8K shares13.20%2025-09-302025-10-22history
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TPR TAPESTRY INC258.4K shares11.15%2025-09-302025-10-22history
THC TENET HEALTHCARE CORP144.1K shares19.45%2025-09-302025-10-22history
CPB THE CAMPBELLS COMPANY923.6K shares3.45%2025-09-302025-10-22history
III INFORMATION SVCS GROUP INC5.0M shares0.00%2025-09-302025-10-22history
SCHB SCHWAB STRATEGIC TR1.1M shares-1.80%2025-09-302025-10-22history
SHEL SHELL PLC397.5K shares1.43%2025-09-302025-10-22history
AFL AFLAC INC253.2K shares13.90%2025-09-302025-10-22history
GWW GRAINGER W W INC29.4K shares-3.32%2025-09-302025-10-22history
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GEHC GE HEALTHCARE TECHNOLOGIES I373.6K shares20.68%2025-09-302025-10-22history
ELV ELEVANCE HEALTH INC FORMERLY86.4K shares2.42%2025-09-302025-10-22history
SCHE SCHWAB STRATEGIC TR834.9K shares-0.40%2025-09-302025-10-22history
SCHV SCHWAB STRATEGIC TR956.3K shares-3.97%2025-09-302025-10-22history
GILD GILEAD SCIENCES INC250.7K shares1.98%2025-09-302025-10-22history
VTHR VANGUARD SCOTTSDALE FDS93.8K shares-33.28%2025-09-302025-10-22history
KMI KINDER MORGAN INC DEL970.6K shares23.82%2025-09-302025-10-22history
VDC VANGUARD WORLD FD128.3K shares-8.55%2025-09-302025-10-22history
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JMST J P MORGAN EXCHANGE TRADED F536.2K shares-1.04%2025-09-302025-10-22history
FIX COMFORT SYS USA INC33.0K shares21.81%2025-09-302025-10-22history
APD AIR PRODS & CHEMS INC99.6K shares-4.78%2025-09-302025-10-22history
LECO LINCOLN ELEC HLDGS INC114.5K shares7.24%2025-09-302025-10-22history
ATEC ALPHATEC HLDGS INC1.9M shares0.01%2025-09-302025-10-22history
CEG CONSTELLATION ENERGY CORP81.6K shares15.58%2025-09-302025-10-22history
PLD PROLOGIS INC.230.8K shares17.12%2025-09-302025-10-22history
TFC TRUIST FINL CORP577.0K shares6.02%2025-09-302025-10-22history
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EIX EDISON INTL476.0K shares10.85%2025-09-302025-10-22history
SLYV SPDR SERIES TRUST296.5K shares-3.02%2025-09-302025-10-22history
CI THE CIGNA GROUP91.1K shares-3.81%2025-09-302025-10-22history
ESGV VANGUARD WORLD FD220.4K shares-4.72%2025-09-302025-10-22history
VRSN VERISIGN INC91.5K shares27.88%2025-09-302025-10-22history
IAGG ISHARES TR499.1K shares13.27%2025-09-302025-10-22history
KKR KKR & CO INC196.6K shares0.20%2025-09-302025-10-22history
HALO HALOZYME THERAPEUTICS INC348.3K shares6.87%2025-09-302025-10-22history
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JVAL J P MORGAN EXCHANGE TRADED F534.1K shares-3.18%2025-09-302025-10-22history
BP BP PLC731.7K shares-1.41%2025-09-302025-10-22history
LNG CHENIERE ENERGY INC107.0K shares-2.73%2025-09-302025-10-22history
CMG CHIPOTLE MEXICAN GRILL INC635.0K shares-6.56%2025-09-302025-10-22history
NKE NIKE INC355.1K shares-12.23%2025-09-302025-10-22history
SPDW SPDR INDEX SHS FDS575.6K shares-15.69%2025-09-302025-10-22history
CRH CRH PLC204.7K shares41.00%2025-09-302025-10-22history
ORLY OREILLY AUTOMOTIVE INC226.7K shares1.97%2025-09-302025-10-22history
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AMT AMERICAN TOWER CORP NEW125.5K shares-1.34%2025-09-302025-10-22history
STE STERIS PLC96.9K shares28.80%2025-09-302025-10-22history
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LSGR NATIXIS ETF TRUST II534.1K sharesnew addition2025-09-302025-10-22history
SPIB SPDR SERIES TRUST693.5K shares-4.50%2025-09-302025-10-22history
DUOL DUOLINGO INC73.0K shares27.80%2025-09-302025-10-22history
SPOT SPOTIFY TECHNOLOGY S A33.5K shares-10.72%2025-09-302025-10-22history
XEL XCEL ENERGY INC289.9K shares-5.20%2025-09-302025-10-22history
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GOVT ISHARES TR995.6K shares-0.00%2025-09-302025-10-22history
BBY BEST BUY INC299.1K shares63.34%2025-09-302025-10-22history
SBUX STARBUCKS CORP266.8K shares-12.02%2025-09-302025-10-22history
FTNT FORTINET INC268.0K shares-23.51%2025-09-302025-10-22history
LH LABCORP HOLDINGS INC78.4K shares-4.95%2025-09-302025-10-22history
DFAI DIMENSIONAL ETF TRUST617.2K shares13.34%2025-09-302025-10-22history
FDX FEDEX CORP95.1K shares26.10%2025-09-302025-10-22history
SO SOUTHERN CO233.7K shares2.70%2025-09-302025-10-22history
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SPIP SPDR SERIES TRUST838.4K shares-3.36%2025-09-302025-10-22history
ROST ROSS STORES INC144.2K shares21.16%2025-09-302025-10-22history
AZO AUTOZONE INC5.1K shares34.53%2025-09-302025-10-22history
BKLN INVESCO EXCH TRADED FD TR II1.0M shares12.51%2025-09-302025-10-22history
IJS ISHARES TR195.9K shares0.78%2025-09-302025-10-22history
LMBS FIRST TR EXCHANGE-TRADED FD431.9K shares6.09%2025-09-302025-10-22history
IVE ISHARES TR103.4K shares2.97%2025-09-302025-10-22history
IXUS ISHARES TR258.5K shares0.89%2025-09-302025-10-22history
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BLDR BUILDERS FIRSTSOURCE INC176.0K shares0.12%2025-09-302025-10-22history
DAL DELTA AIR LINES INC DEL374.6K shares2.41%2025-09-302025-10-22history
FTI TECHNIPFMC PLC537.1K shares34.97%2025-09-302025-10-22history
FLG FLAGSTAR FINANCIAL INC1.8M shares-2.85%2025-09-302025-10-22history
WDAY WORKDAY INC87.7K shares0.57%2025-09-302025-10-22history
NOC NORTHROP GRUMMAN CORP34.6K shares8.13%2025-09-302025-10-22history
AEP AMERICAN ELEC PWR CO INC185.0K shares59.73%2025-09-302025-10-22history
AME AMETEK INC109.9K shares16.14%2025-09-302025-10-22history
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MANH MANHATTAN ASSOCIATES INC99.8K shares11.79%2025-09-302025-10-22history
IWO ISHARES TR63.8K shares-1.01%2025-09-302025-10-22history
JBL JABIL INC93.8K shares-1.91%2025-09-302025-10-22history
CYBR CYBERARK SOFTWARE LTD42.0K shares-16.78%2025-09-302025-10-22history
MBB ISHARES TR212.6K shares-33.75%2025-09-302025-10-22history
EEM ISHARES TR377.8K shares-0.74%2025-09-302025-10-22history
PYPL PAYPAL HLDGS INC300.6K shares11.50%2025-09-302025-10-22history
NMFC NEW MTN FIN CORP2.1M shares-25.17%2025-09-302025-10-22history
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EXPE EXPEDIA GROUP INC91.4K shares77.40%2025-09-302025-10-22history
IWN ISHARES TR110.2K shares0.99%2025-09-302025-10-22history
LOAR LOAR HOLDINGS INC242.3K shares-0.01%2025-09-302025-10-22history
XLI SELECT SECTOR SPDR TR125.6K shares-11.87%2025-09-302025-10-22history
TGT TARGET CORP213.6K shares8.47%2025-09-302025-10-22history
ZM ZOOM COMMUNICATIONS INC231.5K shares65.16%2025-09-302025-10-22history
SONY SONY GROUP CORP661.8K shares-1.47%2025-09-302025-10-22history
DFIS DIMENSIONAL ETF TRUST602.1K shares14.27%2025-09-302025-10-22history
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MCO MOODYS CORP39.9K shares1.12%2025-09-302025-10-22history
IVZ INVESCO LTD818.1K shares8.27%2025-09-302025-10-22history
HCA HCA HEALTHCARE INC43.9K shares13.11%2025-09-302025-10-22history
FAST FASTENAL CO381.8K shares-2.12%2025-09-302025-10-22history
XLF SELECT SECTOR SPDR TR345.9K shares-0.90%2025-09-302025-10-22history
DVY ISHARES TR131.1K shares-0.99%2025-09-302025-10-22history
WDC WESTERN DIGITAL CORP154.8K shares20.61%2025-09-302025-10-22history
SNA SNAP ON INC53.5K shares1.46%2025-09-302025-10-22history
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GRMN GARMIN LTD75.1K shares31.01%2025-09-302025-10-22history
HFXI NEW YORK LIFE INVESTMENTS ET579.8K shares6.00%2025-09-302025-10-22history
MMS MAXIMUS INC196.3K shares-5.02%2025-09-302025-10-22history
CTVA CORTEVA INC264.6K shares4.03%2025-09-302025-10-22history
VLO VALERO ENERGY CORP104.9K shares8.98%2025-09-302025-10-22history
OGN ORGANON & CO1.7M shares-0.61%2025-09-302025-10-22history
PFF ISHARES TR558.3K shares0.87%2025-09-302025-10-22history
NTRA NATERA INC109.5K shares12.19%2025-09-302025-10-22history
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RF REGIONS FINANCIAL CORP NEW660.9K shares16.02%2025-09-302025-10-22history
SHOP SHOPIFY INC116.5K shares5.44%2025-09-302025-10-22history
FNDA SCHWAB STRATEGIC TR553.4K shares-36.37%2025-09-302025-10-22history
INCY INCYTE CORP203.0K shares23.58%2025-09-302025-10-22history
YUM YUM BRANDS INC111.3K shares1.22%2025-09-302025-10-22history
EVR EVERCORE INC50.1K shares21.25%2025-09-302025-10-22history
CVCO CAVCO INDS INC DEL28.9K shares-2.79%2025-09-302025-10-22history
FE FIRSTENERGY CORP365.1K shares0.53%2025-09-302025-10-22history
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ADM ARCHER DANIELS MIDLAND CO279.8K shares-2.98%2025-09-302025-10-22history
HWM HOWMET AEROSPACE INC85.0K shares3.33%2025-09-302025-10-22history
GIS GENERAL MLS INC329.7K shares6.32%2025-09-302025-10-22history
VSGX VANGUARD WORLD FD238.7K shares-8.58%2025-09-302025-10-22history
BILS SPDR SERIES TRUST166.2K shares-4.53%2025-09-302025-10-22history
EW EDWARDS LIFESCIENCES CORP212.7K shares3.68%2025-09-302025-10-22history
VRT VERTIV HOLDINGS CO109.0K shares23.05%2025-09-302025-10-22history
BF.B BROWN FORMAN CORP607.0K shares-0.73%2025-09-302025-10-22history
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CPRT COPART INC364.1K shares13.29%2025-09-302025-10-22history
VHT VANGUARD WORLD FD62.7K shares-26.64%2025-09-302025-10-22history
J JACOBS SOLUTIONS INC107.4K shares3.65%2025-09-302025-10-22history
MLM MARTIN MARIETTA MATLS INC25.5K shares7.11%2025-09-302025-10-22history
ZS ZSCALER INC53.5K shares112.74%2025-09-302025-10-22history
APP APPLOVIN CORP22.3K shares6.29%2025-09-302025-10-22history
SYY SYSCO CORP193.8K shares4.30%2025-09-302025-10-22history
JCI JOHNSON CTLS INTL PLC144.9K shares0.48%2025-09-302025-10-22history
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BAPR INNOVATOR ETFS TRUST338.8K shares-10.58%2025-09-302025-10-22history
NEM NEWMONT CORP187.8K shares49.85%2025-09-302025-10-22history
PSX PHILLIPS 66116.0K shares54.57%2025-09-302025-10-22history
BNDX VANGUARD CHARLOTTE FDS318.5K shares1.29%2025-09-302025-10-22history
MNST MONSTER BEVERAGE CORP NEW234.1K shares-37.12%2025-09-302025-10-22history
XCEM COLUMBIA ETF TR II432.9K shares-3.68%2025-09-302025-10-22history
MSCI MSCI INC27.4K shares39.19%2025-09-302025-10-22history
DSI ISHARES TR123.5K shares-55.01%2025-09-302025-10-22history
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LHX L3HARRIS TECHNOLOGIES INC50.9K shares2.02%2025-09-302025-10-22history
MOH MOLINA HEALTHCARE INC80.6K shares245.33%2025-09-302025-10-22history
EPD ENTERPRISE PRODS PARTNERS L492.6K shares1.20%2025-09-302025-10-22history
CSX CSX CORP433.7K shares18.37%2025-09-302025-10-22history
EG EVEREST GROUP LTD43.8K shares46.36%2025-09-302025-10-22history
DOV DOVER CORP91.1K shares34.38%2025-09-302025-10-22history
PHYS SPROTT ASSET MANAGEMENT LP508.3K shares552.00%2025-09-302025-10-22history
DVN DEVON ENERGY CORP NEW428.4K shares26.73%2025-09-302025-10-22history
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EMN EASTMAN CHEM CO238.1K shares-17.99%2025-09-302025-10-22history
EQIX EQUINIX INC19.1K shares19.23%2025-09-302025-10-22history
WMB WILLIAMS COS INC236.0K shares11.06%2025-09-302025-10-22history
EME EMCOR GROUP INC23.0K shares24.25%2025-09-302025-10-22history
LYFT LYFT INC675.9K shares22.63%2025-09-302025-10-22history
SCHZ SCHWAB STRATEGIC TR628.6K shares7.79%2025-09-302025-10-22history
MAR MARRIOTT INTL INC NEW56.5K shares-13.06%2025-09-302025-10-22history
F FORD MTR CO1.2M shares-2.97%2025-09-302025-10-22history
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TROW PRICE T ROWE GROUP INC142.1K shares-6.36%2025-09-302025-10-22history
NBIX NEUROCRINE BIOSCIENCES INC103.6K shares76.31%2025-09-302025-10-22history
AON AON PLC40.4K shares7.44%2025-09-302025-10-22history
CNC CENTENE CORP DEL403.5K shares321.87%2025-09-302025-10-22history
AES AES CORP1.1M shares10.80%2025-09-302025-10-22history
DELL DELL TECHNOLOGIES INC100.9K shares43.10%2025-09-302025-10-22history
DBEF DBX ETF TR306.7K shares-1.49%2025-09-302025-10-22history
JEF JEFFERIES FINL GROUP INC217.5K shares-6.04%2025-09-302025-10-22history
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GPC GENUINE PARTS CO102.6K shares-3.49%2025-09-302025-10-22history
FNDX SCHWAB STRATEGIC TR539.5K shares-3.31%2025-09-302025-10-22history
DDOG DATADOG INC99.3K shares-13.86%2025-09-302025-10-22history
SJM SMUCKER J M CO129.7K shares0.30%2025-09-302025-10-22history
ESGU ISHARES TR95.7K shares9.38%2025-09-302025-10-22history
AIG AMERICAN INTL GROUP INC176.4K shares-18.18%2025-09-302025-10-22history
JPIN J P MORGAN EXCHANGE TRADED F207.9K shares-0.67%2025-09-302025-10-22history
KHC KRAFT HEINZ CO530.1K shares3.52%2025-09-302025-10-22history
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AGO ASSURED GUARANTY LTD162.6K shares218.12%2025-09-302025-10-22history
DD DUPONT DE NEMOURS INC175.2K shares36.96%2025-09-302025-10-22history
IDXX IDEXX LABS INC21.3K shares0.59%2025-09-302025-10-22history
EXC EXELON CORP298.0K shares4.62%2025-09-302025-10-22history
PRU PRUDENTIAL FINL INC129.3K shares-3.73%2025-09-302025-10-22history
CMF ISHARES TR233.9K shares3.10%2025-09-302025-10-22history
SYF SYNCHRONY FINANCIAL187.7K shares0.60%2025-09-302025-10-22history
RACE FERRARI N V27.5K shares-1.59%2025-09-302025-10-22history
Sponsored
HPQ HP INC487.8K shares17.82%2025-09-302025-10-22history
IGSB ISHARES TR250.3K shares-5.34%2025-09-302025-10-22history
NDAQ NASDAQ INC149.6K shares13.50%2025-09-302025-10-22history
VICI VICI PPTYS INC400.7K shares-6.45%2025-09-302025-10-22history
PFGC PERFORMANCE FOOD GROUP CO125.2K shares-28.07%2025-09-302025-10-22history
VRSK VERISK ANALYTICS INC51.8K shares25.68%2025-09-302025-10-22history
DBND DOUBLELINE ETF TRUST276.8K shares-0.97%2025-09-302025-10-22history
XLU SELECT SECTOR SPDR TR146.8K shares5.65%2025-09-302025-10-22history
Sponsored
CHTR CHARTER COMMUNICATIONS INC N46.4K shares181.24%2025-09-302025-10-22history
ENB ENBRIDGE INC252.1K shares11.73%2025-09-302025-10-22history
GBDC GOLUB CAP BDC INC929.2K shares-20.94%2025-09-302025-10-22history
SLV ISHARES SILVER TR297.0K shares0.97%2025-09-302025-10-22history
CAG CONAGRA BRANDS INC687.1K shares35.10%2025-09-302025-10-22history
DKNG DRAFTKINGS INC NEW335.5K shares55.30%2025-09-302025-10-22history
BKR BAKER HUGHES COMPANY257.5K shares92.47%2025-09-302025-10-22history
TOL TOLL BROTHERS INC90.7K shares16.58%2025-09-302025-10-22history
Sponsored
ALNY ALNYLAM PHARMACEUTICALS INC27.4K shares171.23%2025-09-302025-10-22history
ARE ALEXANDRIA REAL ESTATE EQ IN149.2K shares8.33%2025-09-302025-10-22history
AVY AVERY DENNISON CORP76.2K shares-4.31%2025-09-302025-10-22history
POWL POWELL INDS INC40.5K shares-26.11%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Cerity Partners LLC