The Analysis of Cherry Tree Wealth Management, LLC's Holdings

Currently, Cherry Tree Wealth Management, LLC holds 590 types of securities in its portfolio with a total value $455.5M. In the most recent quarter, they have increased their positions in VBIL (+38.4K shares, valued at $2.9M), AVLV (+14.9K shares, valued at $1.1M), DUHP (+24.0K shares, valued at $906.2K); decreased their positions in DFAC (-19.0K shares, valued at $734.5K), DFAT (-8.4K shares, valued at $486.5K), PGX (-39.0K shares, valued at $452.6K); initiated new positions in VBIL (+38.4K shares, valued at $2.9M), ETH (+1.5K shares, valued at $58.3K), UI (+50 shares, valued at $33.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPIB SPDR SERIES TRUST664.6K shares-0.40%2025-09-302025-11-24

BND VANGUARD BD INDEX FDS269.2K shares-1.74%2025-09-302025-11-24

SPSB SPDR SERIES TRUST640.8K shares4.87%2025-09-302025-11-24

VTV VANGUARD INDEX FDS99.1K shares2.08%2025-09-302025-11-24

VEA VANGUARD TAX-MANAGED FDS290.3K shares2.80%2025-09-302025-11-24

IVV ISHARES TR23.4K shares1.80%2025-09-302025-11-24

VYM VANGUARD WHITEHALL FDS91.8K shares-1.03%2025-09-302025-11-24

FLRN SPDR SERIES TRUST416.1K shares3.48%2025-09-302025-11-24

Sponsored

DFAC DIMENSIONAL ETF TRUST317.0K shares-5.67%2025-09-302025-11-24

VBR VANGUARD INDEX FDS58.4K shares1.75%2025-09-302025-11-24

VB VANGUARD INDEX FDS45.6K shares3.91%2025-09-302025-11-24

VCSH VANGUARD SCOTTSDALE FDS136.5K shares2.70%2025-09-302025-11-24

VEU VANGUARD INTL EQUITY INDEX F141.7K shares-0.41%2025-09-302025-11-24

FNDF SCHWAB STRATEGIC TR229.5K shares2.39%2025-09-302025-11-24

BSV VANGUARD BD INDEX FDS119.9K shares5.98%2025-09-302025-11-24

VTIP VANGUARD MALVERN FDS167.9K shares3.19%2025-09-302025-11-24

Sponsored

FNDC SCHWAB STRATEGIC TR179.5K shares3.13%2025-09-302025-11-24

VYMI VANGUARD WHITEHALL FDS87.5K shares0.01%2025-09-302025-11-24

AVLV AMERICAN CENTY ETF TR98.7K shares17.80%2025-09-302025-11-24

VWO VANGUARD INTL EQUITY INDEX F121.4K shares-1.31%2025-09-302025-11-24

DFUV DIMENSIONAL ETF TRUST142.7K shares-4.60%2025-09-302025-11-24

VXUS VANGUARD STAR FDS86.7K shares2.11%2025-09-302025-11-24

VTEB VANGUARD MUN BD FDS117.7K shares4.38%2025-09-302025-11-24

RSP INVESCO EXCHANGE TRADED FD T30.5K shares1.54%2025-09-302025-11-24

Sponsored

IBDT ISHARES TR220.8K shares1.12%2025-09-302025-11-24

AVEM AMERICAN CENTY ETF TR73.7K shares5.90%2025-09-302025-11-24

DFAT DIMENSIONAL ETF TRUST91.2K shares-8.40%2025-09-302025-11-24

SPLV INVESCO EXCH TRADED FD TR II71.2K shares-2.77%2025-09-302025-11-24

VNQ VANGUARD INDEX FDS50.9K shares1.45%2025-09-302025-11-24

IBDU ISHARES TR195.5K shares2.55%2025-09-302025-11-24

VTI VANGUARD INDEX FDS13.7K shares6.43%2025-09-302025-11-24

SCHF SCHWAB STRATEGIC TR192.8K shares2.68%2025-09-302025-11-24

Sponsored

IBDS ISHARES TR171.9K shares-0.86%2025-09-302025-11-24

TITN TITAN MACHY INC242.0K shares0.00%2025-09-302025-11-24

DFGR DIMENSIONAL ETF TRUST144.9K shares10.93%2025-09-302025-11-24

MSFT MICROSOFT CORP7.6K shares-0.90%2025-09-302025-11-24

DUHP DIMENSIONAL ETF TRUST103.4K shares30.20%2025-09-302025-11-24

VOO VANGUARD INDEX FDS5.5K shares33.41%2025-09-302025-11-24

DFAX DIMENSIONAL ETF TRUST107.7K shares0.33%2025-09-302025-11-24

AVUV AMERICAN CENTY ETF TR33.8K shares9.61%2025-09-302025-11-24

Sponsored

AAPL APPLE INC13.0K shares-3.03%2025-09-302025-11-24

SCHB SCHWAB STRATEGIC TR116.2K shares-4.37%2025-09-302025-11-24

TROW PRICE T ROWE GROUP INC29.1K shares0.00%2025-09-302025-11-24

VBIL VANGUARD INSTL INDEX FD38.4K sharesnew addition2025-09-302025-11-24

JEPI J P MORGAN EXCHANGE TRADED F49.1K shares-0.25%2025-09-302025-11-24

AGG ISHARES TR25.7K shares-0.53%2025-09-302025-11-24

ITOT ISHARES TR16.7K shares-0.45%2025-09-302025-11-24

SPY SPDR S&P 500 ETF TR3.4K shares-0.38%2025-09-302025-11-24

Sponsored

VRP INVESCO EXCH TRADED FD TR II77.2K shares-14.25%2025-09-302025-11-24

DFAS DIMENSIONAL ETF TRUST26.5K shares11.76%2025-09-302025-11-24

SCHZ SCHWAB STRATEGIC TR74.8K shares2.08%2025-09-302025-11-24

DHS WISDOMTREE TR17.2K shares-0.58%2025-09-302025-11-24

VGIT VANGUARD SCOTTSDALE FDS28.8K shares-2.51%2025-09-302025-11-24

EMR EMERSON ELEC CO13.1K shares0.00%2025-09-302025-11-24

VUG VANGUARD INDEX FDS3.5K shares-0.40%2025-09-302025-11-24

SCHX SCHWAB STRATEGIC TR61.8K shares-1.39%2025-09-302025-11-24

Sponsored

IEFA ISHARES TR18.3K shares-4.51%2025-09-302025-11-24

VSS VANGUARD INTL EQUITY INDEX F11.0K shares-1.85%2025-09-302025-11-24

IBDV ISHARES TR69.0K shares0.42%2025-09-302025-11-24

DFIV DIMENSIONAL ETF TRUST32.3K shares1.04%2025-09-302025-11-24

NVDA NVIDIA CORPORATION7.4K shares-6.39%2025-09-302025-11-24

USMV ISHARES TR13.7K shares-0.78%2025-09-302025-11-24

JPST J P MORGAN EXCHANGE TRADED F25.5K shares13.43%2025-09-302025-11-24

SPYM SPDR SERIES TRUST15.7K shares0.00%2025-09-302025-11-24

Sponsored

LLY ELI LILLY & CO1.5K shares0.00%2025-09-302025-11-24

MMM 3M CO7.5K shares-2.82%2025-09-302025-11-24

IBDQ ISHARES TR45.0K shares-4.88%2025-09-302025-11-24

MDT MEDTRONIC PLC11.5K shares0.00%2025-09-302025-11-24

IBDW ISHARES TR50.3K shares1.12%2025-09-302025-11-24

JEPQ J P MORGAN EXCHANGE TRADED F18.1K shares1.60%2025-09-302025-11-24

PGX INVESCO EXCH TRADED FD TR II84.4K shares-31.62%2025-09-302025-11-24

SKOR FLEXSHARES TR19.8K shares-1.62%2025-09-302025-11-24

Sponsored

ESGV VANGUARD WORLD FD7.9K shares-3.57%2025-09-302025-11-24

JPM JPMORGAN CHASE & CO.2.9K shares-7.77%2025-09-302025-11-24

IEMG ISHARES INC13.6K shares0.00%2025-09-302025-11-24

IBDR ISHARES TR36.6K shares-4.43%2025-09-302025-11-24

AXP AMERICAN EXPRESS CO2.6K shares0.00%2025-09-302025-11-24

QUAL ISHARES TR3.9K shares-3.34%2025-09-302025-11-24

IXUS ISHARES TR8.4K shares0.15%2025-09-302025-11-24

DFCF DIMENSIONAL ETF TRUST16.3K shares-28.33%2025-09-302025-11-24

Sponsored

EFV ISHARES TR9.6K shares-1.12%2025-09-302025-11-24

STPZ PIMCO ETF TR11.6K shares-0.32%2025-09-302025-11-24

DISV DIMENSIONAL ETF TRUST17.5K shares37.65%2025-09-302025-11-24

GDX VANECK ETF TRUST8.0K shares-20.51%2025-09-302025-11-24

GOOG ALPHABET INC2.5K shares-17.33%2025-09-302025-11-24

SCHE SCHWAB STRATEGIC TR17.0K shares5.29%2025-09-302025-11-24

PG PROCTER AND GAMBLE CO3.7K shares0.08%2025-09-302025-11-24

VV VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-24

Sponsored

IWM ISHARES TR2.3K shares0.00%2025-09-302025-11-24

XLU SELECT SECTOR SPDR TR6.3K shares0.00%2025-09-302025-11-24

DFAE DIMENSIONAL ETF TRUST17.0K shares-0.74%2025-09-302025-11-24

VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.41%2025-09-302025-11-24

USB US BANCORP DEL10.9K shares-4.40%2025-09-302025-11-24

EEMV ISHARES INC7.6K shares0.00%2025-09-302025-11-24

EFAV ISHARES TR5.7K shares-5.61%2025-09-302025-11-24

IBTF ISHARES TR20.6K shares-4.00%2025-09-302025-11-24

Sponsored

OEF ISHARES TR1.4K shares0.00%2025-09-302025-11-24

SHY ISHARES TR5.8K shares0.00%2025-09-302025-11-24

IGSB ISHARES TR9.0K shares-3.18%2025-09-302025-11-24

VPU VANGUARD WORLD FD2.5K shares-20.71%2025-09-302025-11-24

IDV ISHARES TR12.7K shares-1.11%2025-09-302025-11-24

IWP ISHARES TR3.2K shares0.00%2025-09-302025-11-24

IJR ISHARES TR3.8K shares0.00%2025-09-302025-11-24

SUB ISHARES TR4.3K shares0.00%2025-09-302025-11-24

Sponsored

TDTT FLEXSHARES TR17.5K shares0.00%2025-09-302025-11-24

IBDX ISHARES TR16.6K shares34.91%2025-09-302025-11-24

DFAI DIMENSIONAL ETF TRUST11.4K shares0.00%2025-09-302025-11-24

NVDL GRANITESHARES ETF TR4.4K shares322.73%2025-09-302025-11-24

IWB ISHARES TR1.1K shares0.00%2025-09-302025-11-24

LII LENNOX INTL INC746 shares0.00%2025-09-302025-11-24

MUB ISHARES TR3.7K shares-41.71%2025-09-302025-11-24

IWS ISHARES TR2.8K shares0.00%2025-09-302025-11-24

Sponsored

GGG GRACO INC4.6K shares0.00%2025-09-302025-11-24

GOOGL ALPHABET INC1.6K shares-2.28%2025-09-302025-11-24

JNJ JOHNSON & JOHNSON2.0K shares-2.62%2025-09-302025-11-24

WMT WALMART INC3.4K shares-5.03%2025-09-302025-11-24

DES WISDOMTREE TR10.4K shares0.00%2025-09-302025-11-24

DFUS DIMENSIONAL ETF TRUST4.7K shares0.00%2025-09-302025-11-24

HRL HORMEL FOODS CORP13.7K shares0.00%2025-09-302025-11-24

AVDV AMERICAN CENTY ETF TR3.8K shares-1.24%2025-09-302025-11-24

Sponsored

PEP PEPSICO INC2.4K shares-2.74%2025-09-302025-11-24

SDY SPDR SERIES TRUST2.3K shares0.00%2025-09-302025-11-24

WPC WP CAREY INC4.7K shares0.00%2025-09-302025-11-24

BSCW INVESCO EXCH TRD SLF IDX FD15.1K shares0.00%2025-09-302025-11-24

AMZN AMAZON COM INC1.4K shares-3.36%2025-09-302025-11-24

VSGX VANGUARD WORLD FD4.4K shares-14.99%2025-09-302025-11-24

WFC WELLS FARGO CO NEW3.6K shares0.00%2025-09-302025-11-24

SCHD SCHWAB STRATEGIC TR10.9K shares0.00%2025-09-302025-11-24

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F6.2K shares-5.15%2025-09-302025-11-24

DLN WISDOMTREE TR3.4K shares0.00%2025-09-302025-11-24

EDIV SPDR INDEX SHS FDS7.6K shares-5.42%2025-09-302025-11-24

MTUM ISHARES TR1.1K shares-1.29%2025-09-302025-11-24

NUBD NUSHARES ETF TR13.0K shares-12.57%2025-09-302025-11-24

VFMF VANGUARD WELLINGTON FD2.0K shares-3.84%2025-09-302025-11-24

TOTL SSGA ACTIVE ETF TR7.1K shares-3.68%2025-09-302025-11-24

QQQ INVESCO QQQ TR456 shares-2.56%2025-09-302025-11-24

Sponsored

UNH UNITEDHEALTH GROUP INC791 shares0.00%2025-09-302025-11-24

MCD MCDONALDS CORP891 shares-16.81%2025-09-302025-11-24

CMF ISHARES TR4.7K shares-26.19%2025-09-302025-11-24

SUSB ISHARES TR10.5K shares-7.07%2025-09-302025-11-24

DNP DNP SELECT INCOME FD INC26.3K shares-1.87%2025-09-302025-11-24

BSCV INVESCO EXCH TRD SLF IDX FD15.4K shares0.00%2025-09-302025-11-24

RTX RTX CORPORATION1.5K shares0.00%2025-09-302025-11-24

PFF ISHARES TR8.0K shares-32.55%2025-09-302025-11-24

Sponsored

IBTG ISHARES TR11.0K shares55.69%2025-09-302025-11-24

GIS GENERAL MLS INC5.0K shares-0.02%2025-09-302025-11-24

XLP SELECT SECTOR SPDR TR3.0K shares-7.87%2025-09-302025-11-24

IBDY ISHARES TR8.9K shares76.82%2025-09-302025-11-24

AMP AMERIPRISE FINL INC474 shares-3.07%2025-09-302025-11-24

NOBL PROSHARES TR2.3K shares-6.43%2025-09-302025-11-24

FNDA SCHWAB STRATEGIC TR7.3K shares0.00%2025-09-302025-11-24

DGRW WISDOMTREE TR2.6K shares2.56%2025-09-302025-11-24

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP14.3K shares-17.35%2025-09-302025-11-24

DLS WISDOMTREE TR2.8K shares-12.45%2025-09-302025-11-24

PSX PHILLIPS 661.6K shares0.00%2025-09-302025-11-24

PRF INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2025-09-302025-11-24

KMI KINDER MORGAN INC DEL7.6K shares0.00%2025-09-302025-11-24

DFIS DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-11-24

IBTH ISHARES TR9.4K shares67.26%2025-09-302025-11-24

CAT CATERPILLAR INC445 shares0.00%2025-09-302025-11-24

Sponsored

DIA SPDR DOW JONES INDL AVERAGE450 shares0.00%2025-09-302025-11-24

IQLT ISHARES TR4.7K shares5.27%2025-09-302025-11-24

BNDX VANGUARD CHARLOTTE FDS4.1K shares0.00%2025-09-302025-11-24

IBM INTERNATIONAL BUSINESS MACHS703 shares-10.67%2025-09-302025-11-24

FLOT ISHARES TR3.8K shares-24.41%2025-09-302025-11-24

IWN ISHARES TR1.0K shares0.00%2025-09-302025-11-24

XOM EXXON MOBIL CORP1.6K shares0.00%2025-09-302025-11-24

IBHF ISHARES TR7.6K shares0.00%2025-09-302025-11-24

Sponsored

AAXJ ISHARES TR1.9K shares0.00%2025-09-302025-11-24

ITW ILLINOIS TOOL WKS INC674 shares0.00%2025-09-302025-11-24

IYW ISHARES TR888 shares0.00%2025-09-302025-11-24

MGK VANGUARD WORLD FD429 shares0.00%2025-09-302025-11-24

ZTS ZOETIS INC1.1K shares0.17%2025-09-302025-11-24

NFLX NETFLIX INC140 shares0.00%2025-09-302025-11-24

HD HOME DEPOT INC413 shares-54.71%2025-09-302025-11-24

T AT&T INC5.9K shares0.00%2025-09-302025-11-24

Sponsored

EFA ISHARES TR1.8K shares-2.09%2025-09-302025-11-24

DVY ISHARES TR1.1K shares0.00%2025-09-302025-11-24

VGT VANGUARD WORLD FD215 shares0.00%2025-09-302025-11-24

HBAN HUNTINGTON BANCSHARES INC9.2K shares0.00%2025-09-302025-11-24

DIHP DIMENSIONAL ETF TRUST5.1K shares-2.64%2025-09-302025-11-24

EPP ISHARES INC3.0K shares0.00%2025-09-302025-11-24

IJH ISHARES TR2.4K shares0.00%2025-09-302025-11-24

SAND SANDSTORM GOLD LTD12.0K shares-44.19%2025-09-302025-11-24

Sponsored

SMB VANECK ETF TRUST8.6K shares-19.01%2025-09-302025-11-24

XEL XCEL ENERGY INC1.8K shares-28.26%2025-09-302025-11-24

VO VANGUARD INDEX FDS499 shares13.41%2025-09-302025-11-24

EEM ISHARES TR2.7K shares0.00%2025-09-302025-11-24

PFE PFIZER INC5.6K shares0.37%2025-09-302025-11-24

IBHH ISHARES TR5.9K shares0.00%2025-09-302025-11-24

SOLV SOLVENTUM CORP1.9K shares0.00%2025-09-302025-11-24

IBTJ ISHARES TR6.3K shares4.55%2025-09-302025-11-24

Sponsored

V VISA INC396 shares-11.21%2025-09-302025-11-24

ADP AUTOMATIC DATA PROCESSING IN459 shares0.00%2025-09-302025-11-24

GLD SPDR GOLD TR378 shares0.00%2025-09-302025-11-24

DDWM WISDOMTREE TR3.2K shares3.69%2025-09-302025-11-24

COST COSTCO WHSL CORP NEW142 shares0.00%2025-09-302025-11-24

META META PLATFORMS INC177 shares0.00%2025-09-302025-11-24

VFH VANGUARD WORLD FD948 shares-14.05%2025-09-302025-11-24

SPTM SPDR SERIES TRUST1.5K shares0.00%2025-09-302025-11-24

Sponsored

FELV FIDELITY COVINGTON TRUST3.6K shares0.00%2025-09-302025-11-24

TGT TARGET CORP1.4K shares0.15%2025-09-302025-11-24

O REALTY INCOME CORP2.0K shares-0.05%2025-09-302025-11-24

IWF ISHARES TR255 shares0.00%2025-09-302025-11-24

AMGN AMGEN INC420 shares-3.89%2025-09-302025-11-24

MO ALTRIA GROUP INC1.8K shares0.00%2025-09-302025-11-24

XLI SELECT SECTOR SPDR TR764 shares0.00%2025-09-302025-11-24

ORCL ORACLE CORP413 shares0.00%2025-09-302025-11-24

Sponsored

IWY ISHARES TR415 shares0.00%2025-09-302025-11-24

SRE SEMPRA1.3K shares0.00%2025-09-302025-11-24

HYG ISHARES TR1.4K shares0.00%2025-09-302025-11-24

FXI ISHARES TR2.6K shares0.00%2025-09-302025-11-24

DFAR DIMENSIONAL ETF TRUST4.6K shares0.00%2025-09-302025-11-24

CSCO CISCO SYS INC1.5K shares0.00%2025-09-302025-11-24

BDX BECTON DICKINSON & CO540 shares0.00%2025-09-302025-11-24

IBTK ISHARES TR5.0K shares0.00%2025-09-302025-11-24

Sponsored

VT VANGUARD INTL EQUITY INDEX F711 shares-13.61%2025-09-302025-11-24

IWD ISHARES TR472 shares0.00%2025-09-302025-11-24

CVX CHEVRON CORP NEW612 shares0.00%2025-09-302025-11-24

NULG NUSHARES ETF TR951 shares0.00%2025-09-302025-11-24

UNP UNION PAC CORP398 shares0.00%2025-09-302025-11-24

XLV SELECT SECTOR SPDR TR668 shares-21.87%2025-09-302025-11-24

OTIS OTIS WORLDWIDE CORP1.0K shares0.00%2025-09-302025-11-24

IBTI ISHARES TR4.1K shares-9.77%2025-09-302025-11-24

Sponsored

IBDZ ISHARES TR3.5K shares0.00%2025-09-302025-11-24

EXE EXPAND ENERGY CORPORATION848 shares0.00%2025-09-302025-11-24

QDEF FLEXSHARES TR1.1K shares0.00%2025-09-302025-11-24

FPI FARMLAND PARTNERS INC8.0K shares-20.00%2025-09-302025-11-24

ISTB ISHARES TR1.7K shares-6.58%2025-09-302025-11-24

IBTL ISHARES TR3.9K shares0.00%2025-09-302025-11-24

NKE NIKE INC1.1K shares0.00%2025-09-302025-11-24

AGZD WISDOMTREE TR3.5K shares0.00%2025-09-302025-11-24

Sponsored

AVIV AMERICAN CENTY ETF TR1.1K shares0.00%2025-09-302025-11-24

KO COCA COLA CO1.1K shares-26.85%2025-09-302025-11-24

SLV ISHARES SILVER TR1.8K shares0.00%2025-09-302025-11-24

XJR ISHARES TR1.8K shares-16.71%2025-09-302025-11-24

WOOD ISHARES TR988 shares0.00%2025-09-302025-11-24

PHO INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2025-09-302025-11-24

HYS PIMCO ETF TR733 shares0.00%2025-09-302025-11-24

DALI FIRST TR EXCHANGE TRADED FD2.5K shares1.56%2025-09-302025-11-24

Sponsored

ASML ASML HOLDING N V69 shares0.00%2025-09-302025-11-24

SAP SAP SE241 shares0.00%2025-09-302025-11-24

IBHE ISHARES TR2.6K shares0.00%2025-09-302025-11-24

DUK DUKE ENERGY CORP NEW491 shares0.82%2025-09-302025-11-24

PH PARKER-HANNIFIN CORP80 shares0.00%2025-09-302025-11-24

WEC WEC ENERGY GROUP INC521 shares0.00%2025-09-302025-11-24

VOOG VANGUARD ADMIRAL FDS INC137 shares0.00%2025-09-302025-11-24

MRK MERCK & CO INC697 shares-25.61%2025-09-302025-11-24

Sponsored

ETH GRAYSCALE ETHEREUM MINI TR E1.5K sharesnew addition2025-09-302025-11-24

HON HONEYWELL INTL INC269 shares0.00%2025-09-302025-11-24

RYAN RYAN SPECIALTY HOLDINGS INC1.0K shares0.00%2025-09-302025-11-24

TLTE FLEXSHARES TR883 shares0.00%2025-09-302025-11-24

KR KROGER CO823 shares0.00%2025-09-302025-11-24

AMAT APPLIED MATLS INC264 shares0.38%2025-09-302025-11-24

CARR CARRIER GLOBAL CORPORATION896 shares0.00%2025-09-302025-11-24

SCHA SCHWAB STRATEGIC TR1.9K shares0.00%2025-09-302025-11-24

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VXF VANGUARD INDEX FDS251 shares0.00%2025-09-302025-11-24

ALE ALLETE INC744 shares0.00%2025-09-302025-11-24

SPDW SPDR INDEX SHS FDS1.1K shares0.00%2025-09-302025-11-24

IBHI ISHARES TR2.0K shares-9.43%2025-09-302025-11-24

DRIV GLOBAL X FDS1.7K shares0.00%2025-09-302025-11-24

DIS DISNEY WALT CO411 shares-49.57%2025-09-302025-11-24

DEM WISDOMTREE TR1.0K shares0.00%2025-09-302025-11-24

GOVT ISHARES TR2.0K shares0.00%2025-09-302025-11-24

Sponsored

BMY BRISTOL-MYERS SQUIBB CO1.0K shares0.00%2025-09-302025-11-24

DOL WISDOMTREE TR714 shares0.00%2025-09-302025-11-24

SPEM SPDR INDEX SHS FDS943 shares0.00%2025-09-302025-11-24

IVE ISHARES TR212 shares0.00%2025-09-302025-11-24

NULC NUSHARES ETF TR825 shares0.00%2025-09-302025-11-24

LRMR LARIMAR THERAPEUTICS INC13.3K shares24.92%2025-09-302025-11-24

XC WISDOMTREE TR1.2K shares0.00%2025-09-302025-11-24

WM WASTE MGMT INC DEL190 shares0.53%2025-09-302025-11-24

Sponsored

QCLN FIRST TR EXCHANGE-TRADED FD961 shares0.10%2025-09-302025-11-24

TLT ISHARES TR445 shares0.00%2025-09-302025-11-24

IDU ISHARES TR356 shares0.00%2025-09-302025-11-24

CMCSA COMCAST CORP NEW1.2K shares0.00%2025-09-302025-11-24

OKE ONEOK INC NEW525 shares-27.29%2025-09-302025-11-24

SPYD SPDR SERIES TRUST868 shares15.12%2025-09-302025-11-24

ET ENERGY TRANSFER L P2.2K shares0.00%2025-09-302025-11-24

EWX SPDR INDEX SHS FDS561 shares0.00%2025-09-302025-11-24

Sponsored

RWL INVESCO EXCH TRADED FD TR II340 shares0.00%2025-09-302025-11-24

ABBV ABBVIE INC161 shares0.00%2025-09-302025-11-24

OTTR OTTER TAIL CORP454 shares0.00%2025-09-302025-11-24

DFLV DIMENSIONAL ETF TRUST1.1K shares2.85%2025-09-302025-11-24

QCOM QUALCOMM INC221 shares0.45%2025-09-302025-11-24

IEF ISHARES TR371 shares0.00%2025-09-302025-11-24

EMXC ISHARES INC522 shares-17.41%2025-09-302025-11-24

AIRR FIRST TR EXCHANGE TRADED FD345 shares0.00%2025-09-302025-11-24

Sponsored

CI THE CIGNA GROUP115 shares0.00%2025-09-302025-11-24

UI UBIQUITI INC50 sharesnew addition2025-09-302025-11-24

MCHI ISHARES TR490 shares0.00%2025-09-302025-11-24

APPS DIGITAL TURBINE INC5.0K shares0.00%2025-09-302025-11-24

ABT ABBOTT LABS236 shares0.00%2025-09-302025-11-24

GLW CORNING INC385 shares0.00%2025-09-302025-11-24

MDLZ MONDELEZ INTL INC498 shares0.40%2025-09-302025-11-24

EWJ ISHARES INC381 shares0.00%2025-09-302025-11-24

Sponsored

SNPS SYNOPSYS INC62 shares0.00%2025-09-302025-11-24

XT ISHARES TR419 shares0.00%2025-09-302025-11-24

IBTM ISHARES TR1.3K shares0.00%2025-09-302025-11-24

IBTO ISHARES TR1.2K shares0.00%2025-09-302025-11-24

PFFD GLOBAL X FDS1.5K shares-43.62%2025-09-302025-11-24

AVGO BROADCOM INC89 shares0.00%2025-09-302025-11-24

DFSI DIMENSIONAL ETF TRUST713 shares0.00%2025-09-302025-11-24

QHY WISDOMTREE TR624 shares0.00%2025-09-302025-11-24

Sponsored

WY WEYERHAEUSER CO MTN BE1.2K shares0.00%2025-09-302025-11-24

CLX CLOROX CO DEL223 shares0.00%2025-09-302025-11-24

F FORD MTR CO2.3K shares0.00%2025-09-302025-11-24

HWKN HAWKINS INC148 shares0.00%2025-09-302025-11-24

MDY SPDR S&P MIDCAP 400 ETF TR44 shares0.00%2025-09-302025-11-24

VBK VANGUARD INDEX FDS88 shares0.00%2025-09-302025-11-24

IBCA ISHARES TR1.0K shares0.00%2025-09-302025-11-24

AZN ASTRAZENECA PLC334 shares0.00%2025-09-302025-11-24

Sponsored

DFIC DIMENSIONAL ETF TRUST781 shares0.00%2025-09-302025-11-24

MCK MCKESSON CORP33 shares0.00%2025-09-302025-11-24

MMC MARSH & MCLENNAN COS INC122 shares0.00%2025-09-302025-11-24

BPOP POPULAR INC190 shares0.00%2025-09-302025-11-24

FDX FEDEX CORP102 shares0.00%2025-09-302025-11-24

SONY SONY GROUP CORP825 shares0.00%2025-09-302025-11-24

AEE AMEREN CORP226 shares0.00%2025-09-302025-11-24

COWZ PACER FDS TR410 shares0.00%2025-09-302025-11-24

Sponsored

IWX ISHARES TR267 shares0.00%2025-09-302025-11-24

AVRE AMERICAN CENTY ETF TR527 shares1.93%2025-09-302025-11-24

SPBO SPDR SERIES TRUST788 shares0.00%2025-09-302025-11-24

WTV WISDOMTREE TR252 shares0.00%2025-09-302025-11-24

CB CHUBB LIMITED81 shares0.00%2025-09-302025-11-24

VCIT VANGUARD SCOTTSDALE FDS270 shares0.00%2025-09-302025-11-24

XLRE SELECT SECTOR SPDR TR537 shares0.00%2025-09-302025-11-24

CRM SALESFORCE INC95 shares0.00%2025-09-302025-11-24

Sponsored

IYH ISHARES TR375 shares0.00%2025-09-302025-11-24

NAT NORDIC AMERICAN TANKERS LIMI7.0K shares-26.32%2025-09-302025-11-24

ETHA ISHARES ETHEREUM TR693 sharesnew addition2025-09-302025-11-24

VDC VANGUARD WORLD FD102 shares0.00%2025-09-302025-11-24

PGR PROGRESSIVE CORP88 shares0.00%2025-09-302025-11-24

IVT INVENTRUST PPTYS CORP754 shares0.00%2025-09-302025-11-24

AZO AUTOZONE INC5 shares0.00%2025-09-302025-11-24

APH AMPHENOL CORP NEW172 shares0.00%2025-09-302025-11-24

Sponsored

FCX FREEPORT-MCMORAN INC534 shares0.00%2025-09-302025-11-24

MOAT VANECK ETF TRUST209 shares0.00%2025-09-302025-11-24

IP INTERNATIONAL PAPER CO436 shares0.00%2025-09-302025-11-24

VZ VERIZON COMMUNICATIONS INC459 shares0.00%2025-09-302025-11-24

SO SOUTHERN CO212 shares0.00%2025-09-302025-11-24

BBUS J P MORGAN EXCHANGE TRADED F166 shares-20.19%2025-09-302025-11-24

GS GOLDMAN SACHS GROUP INC25 shares-37.50%2025-09-302025-11-24

EME EMCOR GROUP INC30 shares0.00%2025-09-302025-11-24

Sponsored

CLS CELESTICA INC78 shares0.00%2025-09-302025-11-24

DIV GLOBAL X FDS1.1K shares0.00%2025-09-302025-11-24

VTRS VIATRIS INC1.9K shares1.25%2025-09-302025-11-24

ALRS ALERUS FINL CORP830 shares0.00%2025-09-302025-11-24

NVT NVENT ELECTRIC PLC185 shares0.00%2025-09-302025-11-24

HRB BLOCK H & R INC358 shares-20.27%2025-09-302025-11-24

GSK GSK PLC410 shares0.00%2025-09-302025-11-24

MDYV SPDR SERIES TRUST209 shares0.00%2025-09-302025-11-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD62 shares-65.93%2025-09-302025-11-24

VCV INVESCO CALIF VALUE MUN INCO1.6K shares0.00%2025-09-302025-11-24

EMB ISHARES TR176 shares1.15%2025-09-302025-11-24

HOG HARLEY DAVIDSON INC600 shares0.00%2025-09-302025-11-24

PRU PRUDENTIAL FINL INC160 shares0.00%2025-09-302025-11-24

ADBE ADOBE INC45 shares0.00%2025-09-302025-11-24

LIN LINDE PLC33 shares0.00%2025-09-302025-11-24

KMB KIMBERLY-CLARK CORP124 shares0.00%2025-09-302025-11-24

Sponsored

TXN TEXAS INSTRS INC84 shares0.00%2025-09-302025-11-24

NOC NORTHROP GRUMMAN CORP25 shares0.00%2025-09-302025-11-24

CVS CVS HEALTH CORP202 shares0.00%2025-09-302025-11-24

PNR PENTAIR PLC137 shares0.00%2025-09-302025-11-24

BA BOEING CO70 shares-44.88%2025-09-302025-11-24

JQUA J P MORGAN EXCHANGE TRADED F239 shares0.00%2025-09-302025-11-24

ETN EATON CORP PLC40 shares0.00%2025-09-302025-11-24

BAC BANK AMERICA CORP290 shares0.00%2025-09-302025-11-24

Sponsored

SMLF ISHARES TR201 shares0.00%2025-09-302025-11-24

NUSA NUSHARES ETF TR624 shares216.75%2025-09-302025-11-24

DFEV DIMENSIONAL ETF TRUST454 shares0.00%2025-09-302025-11-24

SPYV SPDR SERIES TRUST259 shares0.00%2025-09-302025-11-24

HEI HEICO CORP NEW44 shares0.00%2025-09-302025-11-24

COR CENCORA INC45 shares0.00%2025-09-302025-11-24

UNM UNUM GROUP179 shares0.00%2025-09-302025-11-24

PM PHILIP MORRIS INTL INC85 shares0.00%2025-09-302025-11-24

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF149 shares0.00%2025-09-302025-11-24

DD DUPONT DE NEMOURS INC170 shares0.00%2025-09-302025-11-24

SCZ ISHARES TR171 shares0.00%2025-09-302025-11-24

IEI ISHARES TR109 shares0.00%2025-09-302025-11-24

KLAC KLA CORP12 shares0.00%2025-09-302025-11-24

BLK BLACKROCK INC11 shares0.00%2025-09-302025-11-24

ADI ANALOG DEVICES INC52 shares0.00%2025-09-302025-11-24

IVW ISHARES TR105 shares0.00%2025-09-302025-11-24

Sponsored

FAST FASTENAL CO258 shares0.00%2025-09-302025-11-24

MS MORGAN STANLEY78 shares0.00%2025-09-302025-11-24

SDG ISHARES TR148 shares0.00%2025-09-302025-11-24

DSI ISHARES TR96 shares0.00%2025-09-302025-11-24

AON AON PLC33 shares0.00%2025-09-302025-11-24

CRH CRH PLC98 shares0.00%2025-09-302025-11-24

SUSL ISHARES TR98 shares0.00%2025-09-302025-11-24

FNDE SCHWAB STRATEGIC TR316 shares0.00%2025-09-302025-11-24

Sponsored

SNY SANOFI SA242 shares0.00%2025-09-302025-11-24

AFK VANECK ETF TRUST462 sharesnew addition2025-09-302025-11-24

ESML ISHARES TR248 shares0.00%2025-09-302025-11-24

SLYG SPDR SERIES TRUST118 shares0.00%2025-09-302025-11-24

BBVA BANCO BILBAO VIZCAYA ARGENTA578 shares0.00%2025-09-302025-11-24

CW CURTISS WRIGHT CORP20 shares0.00%2025-09-302025-11-24

CTVA CORTEVA INC160 shares0.00%2025-09-302025-11-24

MDYG SPDR SERIES TRUST117 shares0.00%2025-09-302025-11-24

Sponsored

SBUX STARBUCKS CORP127 shares0.00%2025-09-302025-11-24

OXM OXFORD INDS INC263 shares0.00%2025-09-302025-11-24

PHM PULTE GROUP INC80 shares0.00%2025-09-302025-11-24

ENSG ENSIGN GROUP INC60 shares0.00%2025-09-302025-11-24

GE GE AEROSPACE34 shares0.00%2025-09-302025-11-24

TKR TIMKEN CO136 shares0.00%2025-09-302025-11-24

COP CONOCOPHILLIPS108 shares0.00%2025-09-302025-11-24

SLYV SPDR SERIES TRUST115 shares0.00%2025-09-302025-11-24

Sponsored

NDAQ NASDAQ INC114 shares0.00%2025-09-302025-11-24

OSIS OSI SYSTEMS INC40 shares0.00%2025-09-302025-11-24

JKHY HENRY JACK & ASSOC INC66 shares0.00%2025-09-302025-11-24

AMT AMERICAN TOWER CORP NEW51 shares0.00%2025-09-302025-11-24

EXPE EXPEDIA GROUP INC44 shares0.00%2025-09-302025-11-24

ACWI ISHARES TR68 shares0.00%2025-09-302025-11-24

NLOP NET LEASE OFFICE PROPERTIES316 shares0.00%2025-09-302025-11-24

BABA ALIBABA GROUP HLDG LTD50 shares0.00%2025-09-302025-11-24

Sponsored

SMFG SUMITOMO MITSUI FINL GROUP I533 shares0.00%2025-09-302025-11-24

AVUS AMERICAN CENTY ETF TR81 shares0.00%2025-09-302025-11-24

LOW LOWES COS INC35 shares0.00%2025-09-302025-11-24

VLUE ISHARES TR70 shares0.00%2025-09-302025-11-24

IBHJ ISHARES TR326 shares0.00%2025-09-302025-11-24

EFX EQUIFAX INC34 shares0.00%2025-09-302025-11-24

AFL AFLAC INC76 shares0.00%2025-09-302025-11-24

CHKP CHECK POINT SOFTWARE TECH LT41 shares0.00%2025-09-302025-11-24

Sponsored

TEX TEREX CORP NEW165 shares0.00%2025-09-302025-11-24

LUV SOUTHWEST AIRLS CO265 shares0.00%2025-09-302025-11-24

TSLA TESLA INC19 shares35.71%2025-09-302025-11-24

DVYE ISHARES INC281 shares0.00%2025-09-302025-11-24

ESGD ISHARES TR89 shares0.00%2025-09-302025-11-24

WRB BERKLEY W R CORP108 shares0.00%2025-09-302025-11-24

STRA STRATEGIC ED INC96 shares0.00%2025-09-302025-11-24

PULS PGIM ETF TR163 shares0.00%2025-09-302025-11-24

Sponsored

VOX VANGUARD WORLD FD43 shares0.00%2025-09-302025-11-24

WBD WARNER BROS DISCOVERY INC413 shares0.00%2025-09-302025-11-24

AME AMETEK INC42 shares0.00%2025-09-302025-11-24

CP CANADIAN PACIFIC KANSAS CITY105 shares0.00%2025-09-302025-11-24

STRL STERLING INFRASTRUCTURE INC23 shares0.00%2025-09-302025-11-24

BBY BEST BUY INC100 shares0.00%2025-09-302025-11-24

LIT GLOBAL X FDS133 shares0.00%2025-09-302025-11-24

SHW SHERWIN WILLIAMS CO21 shares0.00%2025-09-302025-11-24

Sponsored

ANET ARISTA NETWORKS INC48 shares0.00%2025-09-302025-11-24

RL RALPH LAUREN CORP22 shares0.00%2025-09-302025-11-24

ARW ARROW ELECTRS INC57 shares0.00%2025-09-302025-11-24

ACN ACCENTURE PLC IRELAND28 shares0.00%2025-09-302025-11-24

MAR MARRIOTT INTL INC NEW26 shares0.00%2025-09-302025-11-24

CXT CRANE NXT CO100 shares0.00%2025-09-302025-11-24

XLE SELECT SECTOR SPDR TR75 shares0.00%2025-09-302025-11-24

XLF SELECT SECTOR SPDR TR121 shares0.00%2025-09-302025-11-24

Sponsored

MET METLIFE INC79 shares0.00%2025-09-302025-11-24

TDIV FIRST TR EXCHANGE TRADED FD65 shares0.00%2025-09-302025-11-24

IWO ISHARES TR20 shares0.00%2025-09-302025-11-24

FIVE FIVE BELOW INC41 shares0.00%2025-09-302025-11-24

TILT FLEXSHARES TR26 shares0.00%2025-09-302025-11-24

SYK STRYKER CORPORATION17 shares0.00%2025-09-302025-11-24

ICSH ISHARES TR123 shares0.00%2025-09-302025-11-24

BSX BOSTON SCIENTIFIC CORP63 shares-70.42%2025-09-302025-11-24

Sponsored

COOP MR COOPER GROUP INC29 shares0.00%2025-09-302025-11-24

HLN HALEON PLC676 shares0.00%2025-09-302025-11-24

TMO THERMO FISHER SCIENTIFIC INC12 shares0.00%2025-09-302025-11-24

JOUT JOHNSON OUTDOORS INC142 shares0.71%2025-09-302025-11-24

IEX IDEX CORP35 shares0.00%2025-09-302025-11-24

ADX ADAMS DIVERSIFIED EQUITY FD252 shares0.00%2025-09-302025-11-24

PEGA PEGASYSTEMS INC96 shares0.00%2025-09-302025-11-24

CTAS CINTAS CORP26 shares0.00%2025-09-302025-11-24

Sponsored

VGK VANGUARD INTL EQUITY INDEX F66 shares0.00%2025-09-302025-11-24

QQQM INVESCO EXCH TRADED FD TR II21 shares0.00%2025-09-302025-11-24

SSYS STRATASYS LTD463 shares0.00%2025-09-302025-11-24

IBHG ISHARES TR225 shares0.00%2025-09-302025-11-24

SPAB SPDR SERIES TRUST194 shares-54.46%2025-09-302025-11-24

USFR WISDOMTREE TR99 shares0.00%2025-09-302025-11-24

SCHH SCHWAB STRATEGIC TR230 shares0.00%2025-09-302025-11-24

HUM HUMANA INC19 shares0.00%2025-09-302025-11-24

Sponsored

RWO SPDR INDEX SHS FDS106 shares0.00%2025-09-302025-11-24

ICLN ISHARES TR313 shares0.00%2025-09-302025-11-24

VDE VANGUARD WORLD FD38 shares0.00%2025-09-302025-11-24

XOP SPDR SERIES TRUST36 shares0.00%2025-09-302025-11-24

HASI HA SUSTAINABLE INFRA CAP INC151 shares0.00%2025-09-302025-11-24

ELV ELEVANCE HEALTH INC FORMERLY14 shares0.00%2025-09-302025-11-24

VRTX VERTEX PHARMACEUTICALS INC12 shares0.00%2025-09-302025-11-24

VFF VILLAGE FARMS INTL INC1.4K shares0.00%2025-09-302025-11-24

Sponsored

PCTY PAYLOCITY HLDG CORP27 shares0.00%2025-09-302025-11-24

ISCG ISHARES TR76 shares0.00%2025-09-302025-11-24

HDV ISHARES TR33 sharesnew addition2025-09-302025-11-24

EFG ISHARES TR34 shares0.00%2025-09-302025-11-24

DOW DOW INC163 shares0.00%2025-09-302025-11-24

BALL BALL CORP74 shares0.00%2025-09-302025-11-24

TFC TRUIST FINL CORP78 shares0.00%2025-09-302025-11-24

TECH BIO-TECHNE CORP64 shares0.00%2025-09-302025-11-24

Sponsored

KHC KRAFT HEINZ CO136 shares1.49%2025-09-302025-11-24

NTRS NORTHERN TR CORP26 shares0.00%2025-09-302025-11-24

LMT LOCKHEED MARTIN CORP7 shares0.00%2025-09-302025-11-24

VLO VALERO ENERGY CORP20 shares0.00%2025-09-302025-11-24

CMI CUMMINS INC8 shares0.00%2025-09-302025-11-24

PPA INVESCO EXCHANGE TRADED FD T21 shares0.00%2025-09-302025-11-24

SMH VANECK ETF TRUST10 shares0.00%2025-09-302025-11-24

CPB THE CAMPBELLS COMPANY100 shares0.00%2025-09-302025-11-24

Sponsored

VOD VODAFONE GROUP PLC NEW270 shares0.00%2025-09-302025-11-24

PAYC PAYCOM SOFTWARE INC15 shares0.00%2025-09-302025-11-24

PCG PG&E CORP204 shares0.00%2025-09-302025-11-24

SFM SPROUTS FMRS MKT INC28 shares0.00%2025-09-302025-11-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available