The Analysis of Chicago Partners Investment Group LLC's Holdings
Currently, Chicago Partners Investment Group LLC holds 1218 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in META (+17.4K shares, valued at $13.0M), BN (+140.4K shares, valued at $6.7M), VO (+19.3K shares, valued at $5.7M); decreased their positions in SFLR (-166.6K shares, valued at $6.1M), SCHD (-167.6K shares, valued at $4.5M), SPY (-6.3K shares, valued at $4.3M); initiated new positions in SNTH (+164.4K shares, valued at $5.2M), FTHI (+90.0K shares, valued at $2.2M), CAIE (+76.1K shares, valued at $2.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS259.6K shares2.96%2025-09-302025-10-30
VO VANGUARD INDEX FDS379.8K shares5.35%2025-09-302025-10-30
NVDA NVIDIA CORPORATION552.6K shares1.78%2025-09-302025-10-30
DFUS DIMENSIONAL ETF TRUST1.1M shares0.74%2025-09-302025-10-30
BRK.B BERKSHIRE HATHAWAY INC DEL158.1K shares-1.24%2025-09-302025-10-30
AAPL APPLE INC282.0K shares6.15%2025-09-302025-10-30
VUG VANGUARD INDEX FDS147.5K shares-0.55%2025-09-302025-10-30
MSFT MICROSOFT CORP121.4K shares3.95%2025-09-302025-10-30
EPD ENTERPRISE PRODS PARTNERS L2.0M shares1.78%2025-09-302025-10-30
IJH ISHARES TR905.8K shares0.79%2025-09-302025-10-30
ET ENERGY TRANSFER L P3.3M shares1.90%2025-09-302025-10-30
SPY SPDR S&P 500 ETF TR76.2K shares-7.60%2025-09-302025-10-30
SFLR INNOVATOR ETFS TRUST1.4M shares-10.73%2025-09-302025-10-30
DFAS DIMENSIONAL ETF TRUST652.4K shares4.90%2025-09-302025-10-30
SCHX SCHWAB STRATEGIC TR1.6M shares8.21%2025-09-302025-10-30
IVV ISHARES TR60.8K shares1.46%2025-09-302025-10-30
VB VANGUARD INDEX FDS160.9K shares6.48%2025-09-302025-10-30
DUHP DIMENSIONAL ETF TRUST1.1M shares2.04%2025-09-302025-10-30
IWS ISHARES TR265.3K shares-0.68%2025-09-302025-10-30
VTI VANGUARD INDEX FDS105.0K shares15.72%2025-09-302025-10-30
DFAC DIMENSIONAL ETF TRUST881.3K shares-4.56%2025-09-302025-10-30
BX BLACKSTONE INC219.1K shares0.84%2025-09-302025-10-30
AMZN AMAZON COM INC134.2K shares2.63%2025-09-302025-10-30
MDY SPDR S&P MIDCAP 400 ETF TR44.7K shares-0.35%2025-09-302025-10-30
JPM JPMORGAN CHASE & CO.86.7K shares2.29%2025-09-302025-10-30
IGSB ISHARES TR492.8K shares1.55%2025-09-302025-10-30
DUSB DIMENSIONAL ETF TRUST515.5K shares15.10%2025-09-302025-10-30
SCHM SCHWAB STRATEGIC TR858.8K shares10.02%2025-09-302025-10-30
SCHB SCHWAB STRATEGIC TR951.9K shares2.49%2025-09-302025-10-30
AVLV AMERICAN CENTY ETF TR339.7K shares4.92%2025-09-302025-10-30
MPLX MPLX LP486.9K shares1.52%2025-09-302025-10-30
AVUS AMERICAN CENTY ETF TR216.0K shares-1.98%2025-09-302025-10-30
QQQ INVESCO QQQ TR37.7K shares0.07%2025-09-302025-10-30
META META PLATFORMS INC30.2K shares134.84%2025-09-302025-10-30
VTV VANGUARD INDEX FDS121.0K shares0.06%2025-09-302025-10-30
AVUV AMERICAN CENTY ETF TR222.7K shares3.75%2025-09-302025-10-30
DFAX DIMENSIONAL ETF TRUST663.3K shares-0.94%2025-09-302025-10-30
DFAI DIMENSIONAL ETF TRUST563.8K shares6.38%2025-09-302025-10-30
GOOGL ALPHABET INC77.7K shares0.88%2025-09-302025-10-30
BN BROOKFIELD CORP429.8K shares48.50%2025-09-302025-10-30
SCHA SCHWAB STRATEGIC TR693.5K shares11.20%2025-09-302025-10-30
GOOG ALPHABET INC73.3K shares-3.59%2025-09-302025-10-30
AMD ADVANCED MICRO DEVICES INC76.1K shares-0.10%2025-09-302025-10-30
GBIL GOLDMAN SACHS ETF TR194.8K shares3.33%2025-09-302025-10-30
OKE ONEOK INC NEW267.5K shares-2.07%2025-09-302025-10-30
DFIC DIMENSIONAL ETF TRUST553.0K shares4.48%2025-09-302025-10-30
JEPI J P MORGAN EXCHANGE TRADED F320.8K shares8.62%2025-09-302025-10-30
IJR ISHARES TR151.2K shares-0.37%2025-09-302025-10-30
BIP BROOKFIELD INFRAST PARTNERS510.7K shares-3.08%2025-09-302025-10-30
WMB WILLIAMS COS INC306.2K shares-0.91%2025-09-302025-10-30
LLY ELI LILLY & CO21.2K shares-0.38%2025-09-302025-10-30
DFSV DIMENSIONAL ETF TRUST542.3K shares5.68%2025-09-302025-10-30
EMXC ISHARES INC232.9K shares-1.76%2025-09-302025-10-30
DFCF DIMENSIONAL ETF TRUST382.7K shares1.29%2025-09-302025-10-30
KMI KINDER MORGAN INC DEL630.7K shares-1.86%2025-09-302025-10-30
SPYM SPDR SERIES TRUST190.9K shares11.25%2025-09-302025-10-30
VOE VANGUARD INDEX FDS85.9K shares2.99%2025-09-302025-10-30
IWC ISHARES TR93.6K shares4.04%2025-09-302025-10-30
FDM FIRST TR EXCHANGE-TRADED FD191.3K shares0.33%2025-09-302025-10-30
DFLV DIMENSIONAL ETF TRUST411.2K shares3.80%2025-09-302025-10-30
V VISA INC37.8K shares-0.42%2025-09-302025-10-30
ITOT ISHARES TR85.1K shares-7.17%2025-09-302025-10-30
UCON FIRST TR EXCHNG TRADED FD VI493.0K shares4.75%2025-09-302025-10-30
STXE EA SERIES TRUST343.7K shares2.98%2025-09-302025-10-30
VGSH VANGUARD SCOTTSDALE FDS204.8K shares0.02%2025-09-302025-10-30
ABBV ABBVIE INC51.9K shares-1.23%2025-09-302025-10-30
ARCC ARES CAPITAL CORP572.0K shares1.36%2025-09-302025-10-30
SCHG SCHWAB STRATEGIC TR344.3K shares8.36%2025-09-302025-10-30
IGIB ISHARES TR203.2K shares8.91%2025-09-302025-10-30
IWD ISHARES TR53.7K shares0.08%2025-09-302025-10-30
SCHF SCHWAB STRATEGIC TR453.3K shares13.34%2025-09-302025-10-30
BND VANGUARD BD INDEX FDS143.3K shares2.66%2025-09-302025-10-30
MTUM ISHARES TR41.2K shares2.06%2025-09-302025-10-30
EVV EATON VANCE LIMITED DURATION1.0M shares0.64%2025-09-302025-10-30
OWL BLUE OWL CAPITAL INC622.0K shares3.37%2025-09-302025-10-30
DFAU DIMENSIONAL ETF TRUST201.8K shares0.60%2025-09-302025-10-30
VCRB VANGUARD MALVERN FDS119.1K shares10.78%2025-09-302025-10-30
SPMO INVESCO EXCH TRADED FD TR II76.1K shares64.40%2025-09-302025-10-30
LDP COHEN & STEERS LTD DURATION433.2K shares0.18%2025-09-302025-10-30
IEFA ISHARES TR103.9K shares-1.28%2025-09-302025-10-30
IEF ISHARES TR92.3K shares3.44%2025-09-302025-10-30
AVGO BROADCOM INC23.7K shares19.20%2025-09-302025-10-30
IWM ISHARES TR35.3K shares7.11%2025-09-302025-10-30
KKR KKR & CO INC70.8K shares3.94%2025-09-302025-10-30
FPE FIRST TR EXCH TRADED FD III462.0K shares9.43%2025-09-302025-10-30
EFA ISHARES TR88.2K shares3.78%2025-09-302025-10-30
AGG ISHARES TR83.0K shares-0.38%2025-09-302025-10-30
ETR ENTERGY CORP NEW88.4K shares-0.19%2025-09-302025-10-30
TSLA TESLA INC18.2K shares4.68%2025-09-302025-10-30
ABT ABBOTT LABS65.6K shares-1.73%2025-09-302025-10-30
VIG VANGUARD SPECIALIZED FUNDS37.6K shares4.13%2025-09-302025-10-30
ASTS AST SPACEMOBILE INC103.5K shares7.65%2025-09-302025-10-30
FYX FIRST TR EXCHANGE-TRADED ALP71.6K shares2.85%2025-09-302025-10-30
DFSD DIMENSIONAL ETF TRUST162.1K shares3.76%2025-09-302025-10-30
OBDC BLUE OWL CAPITAL CORPORATION575.3K shares-2.27%2025-09-302025-10-30
FNX FIRST TR EXCHANGE-TRADED ALP59.9K shares0.22%2025-09-302025-10-30
IJS ISHARES TR66.8K shares-0.62%2025-09-302025-10-30
XOM EXXON MOBIL CORP64.8K shares-0.89%2025-09-302025-10-30
QFLR INNOVATOR ETFS TRUST212.6K shares4.85%2025-09-302025-10-30
COST COSTCO WHSL CORP NEW7.8K shares31.25%2025-09-302025-10-30
VEA VANGUARD TAX-MANAGED FDS117.1K shares0.13%2025-09-302025-10-30
IGV ISHARES TR61.8K shares-1.27%2025-09-302025-10-30
COWZ PACER FDS TR123.0K shares-13.36%2025-09-302025-10-30
AVDE AMERICAN CENTY ETF TR87.8K shares2.68%2025-09-302025-10-30
SPMD SPDR SERIES TRUST122.2K shares10.80%2025-09-302025-10-30
CME CME GROUP INC26.3K shares-0.32%2025-09-302025-10-30
ORCL ORACLE CORP24.9K shares16.31%2025-09-302025-10-30
INTU INTUIT10.3K shares0.06%2025-09-302025-10-30
WMT WALMART INC67.3K shares19.14%2025-09-302025-10-30
TRGP TARGA RES CORP45.2K shares-0.82%2025-09-302025-10-30
FTSL FIRST TR EXCHANGE-TRADED FD149.5K shares-0.90%2025-09-302025-10-30
IBM INTERNATIONAL BUSINESS MACHS21.3K shares-1.48%2025-09-302025-10-30
MCD MCDONALDS CORP21.6K shares5.36%2025-09-302025-10-30
DFVX DIMENSIONAL ETF TRUST88.7K shares2.25%2025-09-302025-10-30
FEX FIRST TR EXCHANGE-TRADED ALP55.4K shares-0.67%2025-09-302025-10-30
VBR VANGUARD INDEX FDS31.2K shares0.02%2025-09-302025-10-30
SCHD SCHWAB STRATEGIC TR239.5K shares-41.17%2025-09-302025-10-30
NUV NUVEEN MUN VALUE FD INC716.0K shares-8.72%2025-09-302025-10-30
DISV DIMENSIONAL ETF TRUST177.5K shares1.11%2025-09-302025-10-30
MDYG SPDR SERIES TRUST68.7K shares9.45%2025-09-302025-10-30
DEXC DIMENSIONAL ETF TRUST105.0K shares217.45%2025-09-302025-10-30
IWR ISHARES TR64.9K shares4.94%2025-09-302025-10-30
EBI RBB FUND TRUST111.3K shares0.00%2025-09-302025-10-30
JPST J P MORGAN EXCHANGE TRADED F122.1K shares1.03%2025-09-302025-10-30
UNP UNION PAC CORP28.4K shares-0.61%2025-09-302025-10-30
GE GE AEROSPACE19.8K shares7.77%2025-09-302025-10-30
IJT ISHARES TR42.1K shares-0.12%2025-09-302025-10-30
DUK DUKE ENERGY CORP NEW47.5K shares1.90%2025-09-302025-10-30
VGT VANGUARD WORLD FD7.4K shares-0.07%2025-09-302025-10-30
CSD INVESCO EXCHANGE TRADED FD T60.7K shares-2.34%2025-09-302025-10-30
VNQ VANGUARD INDEX FDS64.6K shares-9.46%2025-09-302025-10-30
AVIV AMERICAN CENTY ETF TR84.4K shares-11.24%2025-09-302025-10-30
MA MASTERCARD INCORPORATED10.2K shares-4.26%2025-09-302025-10-30
JEPQ J P MORGAN EXCHANGE TRADED F94.9K shares9.08%2025-09-302025-10-30
FIW FIRST TR EXCHANGE-TRADED FD49.2K shares0.01%2025-09-302025-10-30
IWV ISHARES TR14.3K shares-16.10%2025-09-302025-10-30
AJG GALLAGHER ARTHUR J & CO20.8K shares-0.17%2025-09-302025-10-30
LNG CHENIERE ENERGY INC25.7K shares0.14%2025-09-302025-10-30
APO APOLLO GLOBAL MGMT INC44.1K shares4.35%2025-09-302025-10-30
VBK VANGUARD INDEX FDS17.9K shares1.93%2025-09-302025-10-30
ICSH ISHARES TR105.8K shares-7.88%2025-09-302025-10-30
DIHP DIMENSIONAL ETF TRUST171.6K shares1.67%2025-09-302025-10-30
PG PROCTER AND GAMBLE CO34.8K shares4.06%2025-09-302025-10-30
XLK SELECT SECTOR SPDR TR17.4K shares0.15%2025-09-302025-10-30
SNTH TIDAL TRUST III164.4K sharesnew addition2025-09-302025-10-30
RKLB ROCKET LAB CORP80.9K shares-0.68%2025-09-302025-10-30
AVDV AMERICAN CENTY ETF TR57.0K shares-10.00%2025-09-302025-10-30
ACN ACCENTURE PLC IRELAND19.6K shares22.54%2025-09-302025-10-30
IWB ISHARES TR13.1K shares0.54%2025-09-302025-10-30
PLTR PALANTIR TECHNOLOGIES INC26.0K shares9.80%2025-09-302025-10-30
IAU ISHARES GOLD TR65.8K shares1.32%2025-09-302025-10-30
GEV GE VERNOVA INC8.6K shares0.46%2025-09-302025-10-30
TDG TRANSDIGM GROUP INC3.7K shares0.80%2025-09-302025-10-30
FTEC FIDELITY COVINGTON TRUST20.5K shares5.52%2025-09-302025-10-30
IWF ISHARES TR9.9K shares0.03%2025-09-302025-10-30
VUSB VANGUARD BD INDEX FDS95.7K shares33.94%2025-09-302025-10-30
DFAR DIMENSIONAL ETF TRUST201.7K shares1.06%2025-09-302025-10-30
AVEM AMERICAN CENTY ETF TR60.9K shares-13.60%2025-09-302025-10-30
FXL FIRST TR EXCHANGE TRADED FD27.1K shares-1.71%2025-09-302025-10-30
IVE ISHARES TR22.3K shares-0.37%2025-09-302025-10-30
PWB INVESCO EXCHANGE TRADED FD T35.6K shares-2.56%2025-09-302025-10-30
AMT AMERICAN TOWER CORP NEW25.1K shares-17.13%2025-09-302025-10-30
MDYV SPDR SERIES TRUST54.4K shares12.05%2025-09-302025-10-30
HD HOME DEPOT INC11.5K shares6.28%2025-09-302025-10-30
CG CARLYLE GROUP INC76.7K shares-2.19%2025-09-302025-10-30
DEHP DIMENSIONAL ETF TRUST137.3K shares0.86%2025-09-302025-10-30
JNJ JOHNSON & JOHNSON23.3K shares3.51%2025-09-302025-10-30
MU MICRON TECHNOLOGY INC19.7K shares8.33%2025-09-302025-10-30
JPC NUVEEN PFD & INCOME OPPORTUN532.5K shares53.15%2025-09-302025-10-30
AVMC AMERICAN CENTY ETF TR61.8K shares5.19%2025-09-302025-10-30
IREN IREN LIMITED68.3K shares-9.49%2025-09-302025-10-30
CWB SPDR SERIES TRUST45.7K shares-2.09%2025-09-302025-10-30
AVRE AMERICAN CENTY ETF TR95.1K shares1.15%2025-09-302025-10-30
EMLP FIRST TR EXCHANGE-TRADED FD112.0K shares-0.02%2025-09-302025-10-30
MSTR STRATEGY INC14.5K shares23.58%2025-09-302025-10-30
FVD FIRST TR EXCHANGE-TRADED FD90.1K shares-3.29%2025-09-302025-10-30
MUB ISHARES TR38.1K shares0.33%2025-09-302025-10-30
JHMM JOHN HANCOCK EXCHANGE TRADED62.2K shares2.52%2025-09-302025-10-30
GLW CORNING INC46.0K shares2.88%2025-09-302025-10-30
VYM VANGUARD WHITEHALL FDS27.7K shares-2.78%2025-09-302025-10-30
AVSC AMERICAN CENTY ETF TR67.1K shares10.00%2025-09-302025-10-30
TDIV FIRST TR EXCHANGE TRADED FD38.0K shares-2.92%2025-09-302025-10-30
ARES ARES MANAGEMENT CORPORATION24.9K shares10.79%2025-09-302025-10-30
CVX CHEVRON CORP NEW24.0K shares13.01%2025-09-302025-10-30
DGRO ISHARES TR53.1K shares-1.09%2025-09-302025-10-30
SLYG SPDR SERIES TRUST37.4K shares6.65%2025-09-302025-10-30
PAA PLAINS ALL AMERN PIPELINE L211.1K shares-0.58%2025-09-302025-10-30
VOT VANGUARD INDEX FDS11.8K shares8.85%2025-09-302025-10-30
IXUS ISHARES TR41.0K shares-3.41%2025-09-302025-10-30
FPX FIRST TR EXCHANGE-TRADED FD20.4K shares6.13%2025-09-302025-10-30
BAM BROOKFIELD ASSET MANAGMT LTD62.0K shares1.69%2025-09-302025-10-30
NFLX NETFLIX INC3.1K shares7.83%2025-09-302025-10-30
SPSM SPDR SERIES TRUST72.7K shares-4.39%2025-09-302025-10-30
SLYV SPDR SERIES TRUST37.8K shares1.20%2025-09-302025-10-30
PEP PEPSICO INC22.6K shares11.71%2025-09-302025-10-30
ISCV ISHARES TR50.1K shares0.49%2025-09-302025-10-30
SDY SPDR SERIES TRUST24.1K shares3.28%2025-09-302025-10-30
VONG VANGUARD SCOTTSDALE FDS26.3K shares0.72%2025-09-302025-10-30
EEM ISHARES TR59.5K shares-1.24%2025-09-302025-10-30
UNH UNITEDHEALTH GROUP INC9.0K shares95.48%2025-09-302025-10-30
VTIP VANGUARD MALVERN FDS65.9K shares10.18%2025-09-302025-10-30
XC WISDOMTREE TR93.0K shares0.41%2025-09-302025-10-30
ENB ENBRIDGE INC70.1K shares1.20%2025-09-302025-10-30
SPYG SPDR SERIES TRUST29.9K shares5.77%2025-09-302025-10-30
DFSU DIMENSIONAL ETF TRUST73.2K shares-0.05%2025-09-302025-10-30
VTEB VANGUARD MUN BD FDS62.6K shares-3.05%2025-09-302025-10-30
PWR QUANTA SVCS INC7.2K shares2.09%2025-09-302025-10-30
RPG INVESCO EXCHANGE TRADED FD T65.7K shares-3.22%2025-09-302025-10-30
AMLP ALPS ETF TR66.6K shares-0.04%2025-09-302025-10-30
PAGP PLAINS GP HLDGS L P176.6K shares2.03%2025-09-302025-10-30
INTC INTEL CORP75.0K shares12.92%2025-09-302025-10-30
VCSH VANGUARD SCOTTSDALE FDS38.5K shares9.27%2025-09-302025-10-30
WFC WELLS FARGO CO NEW35.3K shares1.51%2025-09-302025-10-30
TIP ISHARES TR26.8K shares2.58%2025-09-302025-10-30
DSI ISHARES TR22.9K shares-2.41%2025-09-302025-10-30
MNR MACH NATURAL RESOURCES LP243.0K shares-8.28%2025-09-302025-10-30
ABNB AIRBNB INC23.2K shares87.54%2025-09-302025-10-30
IHI ISHARES TR47.6K shares-1.09%2025-09-302025-10-30
MCO MOODYS CORP5.9K shares-1.02%2025-09-302025-10-30
DFEV DIMENSIONAL ETF TRUST86.1K shares2.53%2025-09-302025-10-30
KO COCA COLA CO40.9K shares3.40%2025-09-302025-10-30
SCHW SCHWAB CHARLES CORP30.3K shares14.13%2025-09-302025-10-30
CSCO CISCO SYS INC39.1K shares15.36%2025-09-302025-10-30
MPC MARATHON PETE CORP14.6K shares-0.22%2025-09-302025-10-30
DVY ISHARES TR19.7K shares4.90%2025-09-302025-10-30
ANET ARISTA NETWORKS INC17.7K shares6.25%2025-09-302025-10-30
DFGR DIMENSIONAL ETF TRUST101.3K shares-0.83%2025-09-302025-10-30
DJP BARCLAYS BANK PLC76.9K shares-1.09%2025-09-302025-10-30
MRK MERCK & CO INC31.8K shares7.50%2025-09-302025-10-30
GS GOLDMAN SACHS GROUP INC3.5K shares5.70%2025-09-302025-10-30
STIP ISHARES TR26.4K shares2.64%2025-09-302025-10-30
BAC BANK AMERICA CORP51.3K shares4.20%2025-09-302025-10-30
LRCX LAM RESEARCH CORP17.0K shares10.74%2025-09-302025-10-30
QDPL PACER FDS TR61.4K shares-6.12%2025-09-302025-10-30
BA BOEING CO11.6K shares4.55%2025-09-302025-10-30
GLD SPDR GOLD TR7.0K shares24.24%2025-09-302025-10-30
QCOM QUALCOMM INC14.1K shares1.25%2025-09-302025-10-30
RSP INVESCO EXCHANGE TRADED FD T13.4K shares6.24%2025-09-302025-10-30
SHOP SHOPIFY INC14.2K shares-7.65%2025-09-302025-10-30
BIPC BROOKFIELD INFRASTRUCTURE CO55.8K shares-8.10%2025-09-302025-10-30
QUAL ISHARES TR12.6K shares-2.45%2025-09-302025-10-30
SPYV SPDR SERIES TRUST44.3K shares22.71%2025-09-302025-10-30
AXP AMERICAN EXPRESS CO6.8K shares5.30%2025-09-302025-10-30
C CITIGROUP INC24.1K shares8.68%2025-09-302025-10-30
DHR DANAHER CORPORATION11.2K shares2.83%2025-09-302025-10-30
VXUS VANGUARD STAR FDS31.8K shares0.20%2025-09-302025-10-30
ADM ARCHER DANIELS MIDLAND CO38.5K shares-0.25%2025-09-302025-10-30
FRI FIRST TR EXCHANGE-TRADED FD83.8K shares-2.33%2025-09-302025-10-30
PHO INVESCO EXCHANGE TRADED FD T32.0K shares0.01%2025-09-302025-10-30
ADBE ADOBE INC6.4K shares23.65%2025-09-302025-10-30
CEG CONSTELLATION ENERGY CORP6.0K shares-5.10%2025-09-302025-10-30
IBIT ISHARES BITCOIN TRUST ETF35.4K shares23.48%2025-09-302025-10-30
XBJL INNOVATOR ETFS TRUST60.3K shares-1.58%2025-09-302025-10-30
WM WASTE MGMT INC DEL11.1K shares4.15%2025-09-302025-10-30
NOC NORTHROP GRUMMAN CORP3.8K shares1.34%2025-09-302025-10-30
PSFF PACER FDS TR70.4K shares0.00%2025-09-302025-10-30
RTX RTX CORPORATION12.5K shares9.55%2025-09-302025-10-30
DLN WISDOMTREE TR25.2K shares-0.03%2025-09-302025-10-30
VWO VANGUARD INTL EQUITY INDEX F39.2K shares3.28%2025-09-302025-10-30
IQLT ISHARES TR48.3K shares0.00%2025-09-302025-10-30
VFQY VANGUARD WELLINGTON FD14.2K shares0.00%2025-09-302025-10-30
FTHI FIRST TR EXCHANGE TRADED FD90.0K sharesnew addition2025-09-302025-10-30
CRWD CROWDSTRIKE HLDGS INC3.9K shares15.63%2025-09-302025-10-30
DFUV DIMENSIONAL ETF TRUST47.6K shares-7.82%2025-09-302025-10-30
CRM SALESFORCE INC8.4K shares3.72%2025-09-302025-10-30
CCI CROWN CASTLE INC22.4K shares-4.36%2025-09-302025-10-30
PFE PFIZER INC86.5K shares11.53%2025-09-302025-10-30
HODL VANECK BITCOIN ETF65.2K shares71.10%2025-09-302025-10-30
TSM TAIWAN SEMICONDUCTOR MFG LTD6.9K shares59.72%2025-09-302025-10-30
CAIE CALAMOS ETF TR76.1K sharesnew addition2025-09-302025-10-30
COF CAPITAL ONE FINL CORP9.3K shares7.22%2025-09-302025-10-30
SUSA ISHARES TR14.5K shares-0.17%2025-09-302025-10-30
GD GENERAL DYNAMICS CORP5.8K shares61.89%2025-09-302025-10-30
HYLS FIRST TR EXCHANGE-TRADED FD47.8K shares16.92%2025-09-302025-10-30
EQT EQT CORP38.2K shares-1.17%2025-09-302025-10-30
VIGI VANGUARD WHITEHALL FDS21.9K shares-0.17%2025-09-302025-10-30
NEE NEXTERA ENERGY INC23.7K shares6.29%2025-09-302025-10-30
SHYG ISHARES TR45.8K shares24.44%2025-09-302025-10-30
HDV ISHARES TR16.4K shares-15.63%2025-09-302025-10-30
DGRW WISDOMTREE TR21.8K shares-2.28%2025-09-302025-10-30
SPTM SPDR SERIES TRUST23.7K shares2.69%2025-09-302025-10-30
CALF PACER FDS TR44.2K shares-4.46%2025-09-302025-10-30
PFXF VANECK ETF TRUST107.4K shares0.61%2025-09-302025-10-30
CVS CVS HEALTH CORP23.4K shares41.23%2025-09-302025-10-30
ASML ASML HOLDING N V1.8K shares9.45%2025-09-302025-10-30
PJUL INNOVATOR ETFS TRUST41.3K shares-0.04%2025-09-302025-10-30
IVOL KRANESHARES TRUST97.6K shares0.01%2025-09-302025-10-30
GRMN GARMIN LTD7.6K shares18.67%2025-09-302025-10-30
XMMO INVESCO EXCHANGE TRADED FD T13.8K shares110.38%2025-09-302025-10-30
LIN LINDE PLC4.3K shares3.47%2025-09-302025-10-30
IEMG ISHARES INC27.2K shares3.02%2025-09-302025-10-30
PM PHILIP MORRIS INTL INC12.4K shares-6.46%2025-09-302025-10-30
PFF ISHARES TR58.6K shares-3.66%2025-09-302025-10-30
EPS WISDOMTREE TR26.0K shares-0.80%2025-09-302025-10-30
DFEM DIMENSIONAL ETF TRUST54.7K shares24.25%2025-09-302025-10-30
VT VANGUARD INTL EQUITY INDEX F12.8K shares0.14%2025-09-302025-10-30
DON WISDOMTREE TR35.4K shares-3.58%2025-09-302025-10-30
EXPE EXPEDIA GROUP INC8.1K shares87.35%2025-09-302025-10-30
BSV VANGUARD BD INDEX FDS22.9K shares6.48%2025-09-302025-10-30
SNOW SNOWFLAKE INC6.8K shares7.89%2025-09-302025-10-30
IWP ISHARES TR12.4K shares-0.16%2025-09-302025-10-30
IVW ISHARES TR14.1K shares-0.46%2025-09-302025-10-30
VCIT VANGUARD SCOTTSDALE FDS20.8K shares35.85%2025-09-302025-10-30
ESGU ISHARES TR11.6K shares-0.48%2025-09-302025-10-30
AMGN AMGEN INC5.9K shares0.93%2025-09-302025-10-30
AVMV AMERICAN CENTY ETF TR25.0K shares8.47%2025-09-302025-10-30
VV VANGUARD INDEX FDS5.4K shares0.17%2025-09-302025-10-30
ESGD ISHARES TR17.8K shares-0.29%2025-09-302025-10-30
PAYX PAYCHEX INC13.7K shares-0.80%2025-09-302025-10-30
ETN EATON CORP PLC4.5K shares11.95%2025-09-302025-10-30
ORLY OREILLY AUTOMOTIVE INC17.5K shares-34.85%2025-09-302025-10-30
ESML ISHARES TR36.7K shares0.22%2025-09-302025-10-30
T AT&T INC64.4K shares0.74%2025-09-302025-10-30
AMAT APPLIED MATLS INC7.2K shares-2.72%2025-09-302025-10-30
FTSM FIRST TR EXCHANGE-TRADED FD27.1K shares7.16%2025-09-302025-10-30
ROP ROPER TECHNOLOGIES INC3.5K shares-0.42%2025-09-302025-10-30
MOAT VANECK ETF TRUST15.8K shares-1.87%2025-09-302025-10-30
CAT CATERPILLAR INC3.1K shares18.35%2025-09-302025-10-30
MS MORGAN STANLEY9.6K shares11.35%2025-09-302025-10-30
IJJ ISHARES TR12.1K shares0.15%2025-09-302025-10-30
VTC VANGUARD SCOTTSDALE FDS19.7K shares1.22%2025-09-302025-10-30
FNDX SCHWAB STRATEGIC TR58.2K shares10.81%2025-09-302025-10-30
SBUX STARBUCKS CORP18.1K shares-1.11%2025-09-302025-10-30
AVLC AMERICAN CENTY ETF TR19.6K shares11.12%2025-09-302025-10-30
ISRG INTUITIVE SURGICAL INC2.8K shares6.62%2025-09-302025-10-30
HIO WESTERN ASSET HIGH INCOME OP394.4K shares-1.03%2025-09-302025-10-30
SUB ISHARES TR14.3K shares-1.29%2025-09-302025-10-30
SYK STRYKER CORPORATION4.0K shares5.01%2025-09-302025-10-30
PSX PHILLIPS 6611.4K shares42.12%2025-09-302025-10-30
INDA ISHARES TR27.8K shares3.18%2025-09-302025-10-30
IVOG VANGUARD ADMIRAL FDS INC12.5K shares0.00%2025-09-302025-10-30
PAG PENSKE AUTOMOTIVE GRP INC9.3K shares2.25%2025-09-302025-10-30
HCA HCA HEALTHCARE INC3.2K shares4.88%2025-09-302025-10-30
EMR EMERSON ELEC CO11.1K shares4.80%2025-09-302025-10-30
ZM ZOOM COMMUNICATIONS INC17.5K shares134.34%2025-09-302025-10-30
NOW SERVICENOW INC1.6K shares79.73%2025-09-302025-10-30
USAC USA COMPRESSION PARTNERS LP66.5K shares-1.13%2025-09-302025-10-30
PTLO PORTILLOS INC260.7K shares-0.38%2025-09-302025-10-30
VZ VERIZON COMMUNICATIONS INC37.0K shares0.83%2025-09-302025-10-30
BMAY INNOVATOR ETFS TRUST32.8K shares0.00%2025-09-302025-10-30
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-30
PANW PALO ALTO NETWORKS INC6.5K shares30.64%2025-09-302025-10-30
VONV VANGUARD SCOTTSDALE FDS15.9K shares-1.71%2025-09-302025-10-30
TRIN TRINITY CAP INC94.0K shares-3.37%2025-09-302025-10-30
XSD SPDR SERIES TRUST4.0K shares0.02%2025-09-302025-10-30
DFAW DIMENSIONAL ETF TRUST19.2K shares11.03%2025-09-302025-10-30
APH AMPHENOL CORP NEW10.2K shares22.70%2025-09-302025-10-30
FDN FIRST TR EXCHANGE-TRADED FD4.9K shares0.14%2025-09-302025-10-30
LMBS FIRST TR EXCHANGE-TRADED FD27.6K shares-5.16%2025-09-302025-10-30
DELL DELL TECHNOLOGIES INC8.4K shares22.22%2025-09-302025-10-30
USMV ISHARES TR14.6K shares22.76%2025-09-302025-10-30
GM GENERAL MTRS CO19.6K shares-1.01%2025-09-302025-10-30
IUSG ISHARES TR7.9K shares-10.88%2025-09-302025-10-30
BITF BITFARMS LTD311.2K shares62.24%2025-09-302025-10-30
SPBC SIMPLIFY EXCHANGE TRADED FUN28.9K shares53.66%2025-09-302025-10-30
TT TRANE TECHNOLOGIES PLC3.1K shares-4.28%2025-09-302025-10-30
NFRA FLEXSHARES TR20.8K shares8.88%2025-09-302025-10-30
VEU VANGUARD INTL EQUITY INDEX F18.0K shares-0.34%2025-09-302025-10-30
PNC PNC FINL SVCS GROUP INC7.2K shares31.06%2025-09-302025-10-30
SOXX ISHARES TR4.3K shares10.88%2025-09-302025-10-30
VSGX VANGUARD WORLD FD18.3K shares2.30%2025-09-302025-10-30
QTEC FIRST TR EXCHANGE-TRADED FD5.4K shares0.62%2025-09-302025-10-30
RBLX ROBLOX CORP9.9K shares10.41%2025-09-302025-10-30
PJUN INNOVATOR ETFS TRUST31.2K shares-4.88%2025-09-302025-10-30
DFAE DIMENSIONAL ETF TRUST39.2K shares4.69%2025-09-302025-10-30
MDT MEDTRONIC PLC13.8K shares68.23%2025-09-302025-10-30
APP APPLOVIN CORP2.0K shares35.10%2025-09-302025-10-30
MNST MONSTER BEVERAGE CORP NEW18.5K shares31.92%2025-09-302025-10-30
DFIV DIMENSIONAL ETF TRUST27.2K shares0.70%2025-09-302025-10-30
IOO ISHARES TR10.1K shares-0.39%2025-09-302025-10-30
NSC NORFOLK SOUTHN CORP4.5K shares1.56%2025-09-302025-10-30
UJUL INNOVATOR ETFS TRUST32.6K shares0.00%2025-09-302025-10-30
IBB ISHARES TR7.9K shares0.00%2025-09-302025-10-30
ITA ISHARES TR5.7K shares6.94%2025-09-302025-10-30
ADP AUTOMATIC DATA PROCESSING IN4.4K shares7.84%2025-09-302025-10-30
JBHT HUNT J B TRANS SVCS INC7.4K shares49.46%2025-09-302025-10-30
JRI NUVEEN REAL ASSET INCOME & G87.1K shares-23.28%2025-09-302025-10-30
VRT VERTIV HOLDINGS CO6.4K shares28.37%2025-09-302025-10-30
TJX TJX COS INC NEW8.5K shares56.14%2025-09-302025-10-30
OEF ISHARES TR3.5K shares0.00%2025-09-302025-10-30
SHW SHERWIN WILLIAMS CO3.4K shares36.74%2025-09-302025-10-30
EXC EXELON CORP25.0K shares10.18%2025-09-302025-10-30
KMB KIMBERLY-CLARK CORP9.9K shares28.61%2025-09-302025-10-30
FTA FIRST TR EXCHANGE-TRADED ALP14.1K shares-5.56%2025-09-302025-10-30
CEFS EXCHANGE LISTED FDS TR50.9K shares-2.48%2025-09-302025-10-30
IDEV ISHARES TR14.3K shares-1.18%2025-09-302025-10-30
DD DUPONT DE NEMOURS INC14.3K shares23.89%2025-09-302025-10-30
MO ALTRIA GROUP INC18.4K shares6.10%2025-09-302025-10-30
LOW LOWES COS INC4.7K shares64.02%2025-09-302025-10-30
SPGM SPDR INDEX SHS FDS14.9K shares-2.44%2025-09-302025-10-30
CMI CUMMINS INC2.8K shares19.80%2025-09-302025-10-30
PCMM BONDBLOXX ETF TRUST22.9K shares-13.06%2025-09-302025-10-30
SCHH SCHWAB STRATEGIC TR52.8K shares2.68%2025-09-302025-10-30
LMT LOCKHEED MARTIN CORP2.3K shares-6.26%2025-09-302025-10-30
CSGP COSTAR GROUP INC14.4K shares-12.83%2025-09-302025-10-30
DASH DOORDASH INC4.3K shares6.53%2025-09-302025-10-30
AKRO AKERO THERAPEUTICS INC20.7K shares0.24%2025-09-302025-10-30
CI THE CIGNA GROUP3.6K shares-13.44%2025-09-302025-10-30
SFM SPROUTS FMRS MKT INC10.5K shares0.99%2025-09-302025-10-30
TGT TARGET CORP11.5K shares52.05%2025-09-302025-10-30
CB CHUBB LIMITED4.0K shares9.89%2025-09-302025-10-30
GBTC GRAYSCALE BITCOIN TRUST ETF12.4K shares4.89%2025-09-302025-10-30
SPLV INVESCO EXCH TRADED FD TR II15.4K shares-30.11%2025-09-302025-10-30
ALL ALLSTATE CORP5.8K shares4.01%2025-09-302025-10-30
SSO PROSHARES TR9.3K shares-3.25%2025-09-302025-10-30
HWM HOWMET AEROSPACE INC5.5K shares21.82%2025-09-302025-10-30
USB US BANCORP DEL22.9K shares15.73%2025-09-302025-10-30
ZS ZSCALER INC3.3K shares102.41%2025-09-302025-10-30
RPM RPM INTL INC9.7K shares77.61%2025-09-302025-10-30
NYF ISHARES TR20.0K shares0.13%2025-09-302025-10-30
ATO ATMOS ENERGY CORP6.2K shares4.42%2025-09-302025-10-30
MMM 3M CO6.4K shares2.73%2025-09-302025-10-30
PCOR PROCORE TECHNOLOGIES INC14.5K shares0.06%2025-09-302025-10-30
SCHZ SCHWAB STRATEGIC TR45.3K shares34.70%2025-09-302025-10-30
BRW SABA CAPITAL INCOME & OPRNT145.8K shares1.38%2025-09-302025-10-30
SPGI S&P GLOBAL INC2.1K shares14.42%2025-09-302025-10-30
NVO NOVO-NORDISK A S20.4K shares12.06%2025-09-302025-10-30
SCHE SCHWAB STRATEGIC TR30.9K shares3.58%2025-09-302025-10-30
FDX FEDEX CORP4.2K shares56.64%2025-09-302025-10-30
EVRG EVERGY INC13.5K shares5.98%2025-09-302025-10-30
FEM FIRST TR EXCH TRD ALPHDX FD38.7K shares1.22%2025-09-302025-10-30
DFIS DIMENSIONAL ETF TRUST32.3K shares0.12%2025-09-302025-10-30
FTCS FIRST TR EXCHANGE-TRADED FD11.1K shares0.13%2025-09-302025-10-30
ZTS ZOETIS INC7.0K shares43.96%2025-09-302025-10-30
BMY BRISTOL-MYERS SQUIBB CO23.8K shares42.98%2025-09-302025-10-30
MSI MOTOROLA SOLUTIONS INC2.3K shares-28.13%2025-09-302025-10-30
ISCF ISHARES TR24.4K shares0.00%2025-09-302025-10-30
QQQM INVESCO EXCH TRADED FD TR II3.9K shares62.25%2025-09-302025-10-30
ECL ECOLAB INC3.7K shares34.04%2025-09-302025-10-30
HYG ISHARES TR12.3K shares0.78%2025-09-302025-10-30
TPR TAPESTRY INC8.8K shares45.86%2025-09-302025-10-30
RDVY FIRST TR EXCHANGE TRADED FD14.6K shares0.05%2025-09-302025-10-30
XLE SELECT SECTOR SPDR TR11.4K shares-3.56%2025-09-302025-10-30
HON HONEYWELL INTL INC4.6K shares8.38%2025-09-302025-10-30
MYD BLACKROCK MUNIYIELD FD INC93.4K shares0.00%2025-09-302025-10-30
DIS DISNEY WALT CO8.9K shares-2.64%2025-09-302025-10-30
AROC ARCHROCK INC38.3K shares1.89%2025-09-302025-10-30
WTM WHITE MTNS INS GROUP LTD516 shares0.98%2025-09-302025-10-30
SYF SYNCHRONY FINANCIAL13.1K shares21.64%2025-09-302025-10-30
BBY BEST BUY INC11.6K shares102.08%2025-09-302025-10-30
ILMN ILLUMINA INC9.9K shares90.54%2025-09-302025-10-30
CNR CORE NATURAL RESOURCES INC12.0K shares-8.35%2025-09-302025-10-30
SCHV SCHWAB STRATEGIC TR32.5K shares16.65%2025-09-302025-10-30
DRI DARDEN RESTAURANTS INC5.2K shares-22.15%2025-09-302025-10-30
BKNG BOOKING HOLDINGS INC184 shares0.00%2025-09-302025-10-30
UPS UNITED PARCEL SERVICE INC9.7K shares32.39%2025-09-302025-10-30
RL RALPH LAUREN CORP2.8K shares69.90%2025-09-302025-10-30
NNN NNN REIT INC22.3K shares90.90%2025-09-302025-10-30
FIX COMFORT SYS USA INC937 shares46.64%2025-09-302025-10-30
MEMX MATTHEWS ASIA FDS24.8K shares0.00%2025-09-302025-10-30
IJK ISHARES TR9.4K shares0.05%2025-09-302025-10-30
MINT PIMCO ETF TR9.1K shares-26.56%2025-09-302025-10-30
FRME FIRST MERCHANTS CORP24.9K shares4.30%2025-09-302025-10-30
WFC-PL WELLS FARGO CO NEW738 shares4.24%2025-09-302025-10-30
BLK BLACKROCK INC809 shares4.66%2025-09-302025-10-30
O REALTY INCOME CORP15.3K shares8.50%2025-09-302025-10-30
DAL DELTA AIR LINES INC DEL15.7K shares32.38%2025-09-302025-10-30
CRUS CIRRUS LOGIC INC6.7K shares59.02%2025-09-302025-10-30
XLU SELECT SECTOR SPDR TR10.0K shares-5.52%2025-09-302025-10-30
ISPY PROSHARES TR19.4K shares29.59%2025-09-302025-10-30
DE DEERE & CO1.9K shares2.52%2025-09-302025-10-30
KLAC KLA CORP742 shares28.82%2025-09-302025-10-30
DFAT DIMENSIONAL ETF TRUST15.3K shares0.24%2025-09-302025-10-30
SO SOUTHERN CO9.4K shares2.92%2025-09-302025-10-30
PCG PG&E CORP54.7K shares393.40%2025-09-302025-10-30
TSN TYSON FOODS INC16.8K shares125.56%2025-09-302025-10-30
BIL SPDR SERIES TRUST9.5K shares78.39%2025-09-302025-10-30
CTVA CORTEVA INC13.7K shares-8.78%2025-09-302025-10-30
GILD GILEAD SCIENCES INC7.3K shares7.67%2025-09-302025-10-30
ULTA ULTA BEAUTY INC1.7K shares35.45%2025-09-302025-10-30
DFSI DIMENSIONAL ETF TRUST20.6K shares2.77%2025-09-302025-10-30
EQR EQUITY RESIDENTIAL13.9K shares0.22%2025-09-302025-10-30
XLV SELECT SECTOR SPDR TR5.9K shares13.35%2025-09-302025-10-30
UBER UBER TECHNOLOGIES INC8.9K shares32.99%2025-09-302025-10-30
CW CURTISS WRIGHT CORP1.4K shares89.78%2025-09-302025-10-30
IYF ISHARES TR6.9K shares0.30%2025-09-302025-10-30
DCI DONALDSON INC10.2K shares30.05%2025-09-302025-10-30
UYG PROSHARES TR8.9K shares-1.02%2025-09-302025-10-30
FBTC FIDELITY WISE ORIGIN BITCOIN8.5K shares26.69%2025-09-302025-10-30
HUM HUMANA INC2.8K shares11.17%2025-09-302025-10-30
WES WESTERN MIDSTREAM PARTNERS L21.6K shares-4.53%2025-09-302025-10-30
PMAY INNOVATOR ETFS TRUST21.3K shares0.00%2025-09-302025-10-30
ADSK AUTODESK INC2.7K shares82.82%2025-09-302025-10-30
QRVO QORVO INC8.5K shares76.54%2025-09-302025-10-30
GEW EA SERIES TRUST16.1K sharesnew addition2025-09-302025-10-30
MCK MCKESSON CORP1.0K shares-4.02%2025-09-302025-10-30
TSHA TAYSHA GENE THERAPIES INC164.0K shares0.17%2025-09-302025-10-30
SPHQ INVESCO EXCHANGE TRADED FD T10.9K shares5.89%2025-09-302025-10-30
VRSN VERISIGN INC3.4K shares5.51%2025-09-302025-10-30
EXAS EXACT SCIENCES CORP12.8K shares16.08%2025-09-302025-10-30
DG DOLLAR GEN CORP NEW8.0K sharesnew addition2025-09-302025-10-30
TEAM ATLASSIAN CORPORATION4.9K shares100.41%2025-09-302025-10-30
FFTY INNOVATOR ETFS TRUST19.8K shares-47.99%2025-09-302025-10-30
MAS MASCO CORP11.7K shares62.79%2025-09-302025-10-30
CCK CROWN HLDGS INC8.2K shares41.41%2025-09-302025-10-30
MOH MOLINA HEALTHCARE INC4.9K sharesnew addition2025-09-302025-10-30
ACWI ISHARES TR5.6K shares0.00%2025-09-302025-10-30
VLUE ISHARES TR6.1K shares-0.20%2025-09-302025-10-30
ED CONSOLIDATED EDISON INC8.1K shares54.90%2025-09-302025-10-30
WDC WESTERN DIGITAL CORP6.3K shares16.50%2025-09-302025-10-30
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available