The Analysis of CLIFFORD SWAN INVESTMENT COUNSEL LLC's Holdings
Currently, CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 322 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in CPAY (+27.8K shares, valued at $8.0M), UNH (+10.7K shares, valued at $3.7M), ZTS (+23.6K shares, valued at $3.5M); decreased their positions in WBD (-203.1K shares, valued at $4.0M), INTC (-116.2K shares, valued at $3.9M), ANET (-25.1K shares, valued at $3.7M); initiated new positions in ZTS (+23.6K shares, valued at $3.5M), SIL (+14.7K shares, valued at $1.1M), VBIL (+10.4K shares, valued at $786.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC677.5K shares-0.70%2025-09-302025-11-12
MSFT MICROSOFT CORP307.9K shares0.38%2025-09-302025-11-12 GOOGL ALPHABET INC430.3K shares-0.25%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW101.6K shares-2.09%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL168.6K shares-1.40%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC976.4K shares2.30%2025-09-302025-11-12 ANET ARISTA NETWORKS INC551.2K shares-4.35%2025-09-302025-11-12 ORCL ORACLE CORP255.7K shares-4.29%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.185.0K shares-1.45%2025-09-302025-11-12 LOW LOWES COS INC199.6K shares-2.01%2025-09-302025-11-12 CVX CHEVRON CORP NEW319.3K shares-0.20%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND186.5K shares6.81%2025-09-302025-11-12 FAST FASTENAL CO845.1K shares-2.98%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO123.6K shares3.00%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC117.7K shares10.02%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON218.0K shares-1.28%2025-09-302025-11-12 AMZN AMAZON COM INC180.4K shares-0.78%2025-09-302025-11-12 WFC WELLS FARGO CO NEW462.8K shares-1.76%2025-09-302025-11-12 GOOG ALPHABET INC158.4K shares-0.91%2025-09-302025-11-12 RTX RTX CORPORATION225.7K shares2.93%2025-09-302025-11-12 TSCO TRACTOR SUPPLY CO655.2K shares-2.11%2025-09-302025-11-12 ABBV ABBVIE INC152.2K shares-0.11%2025-09-302025-11-12 CTVA CORTEVA INC517.8K shares0.45%2025-09-302025-11-12 XOM EXXON MOBIL CORP301.9K shares-0.40%2025-09-302025-11-12 EMR EMERSON ELEC CO256.4K shares-1.68%2025-09-302025-11-12 JCI JOHNSON CTLS INTL PLC297.4K shares-2.54%2025-09-302025-11-12 LH LABCORP HOLDINGS INC106.2K shares2.13%2025-09-302025-11-12 MCK MCKESSON CORP38.6K shares-0.90%2025-09-302025-11-12 SYK STRYKER CORPORATION80.3K shares-1.38%2025-09-302025-11-12 INTU INTUIT43.2K shares-0.90%2025-09-302025-11-12 ALSN ALLISON TRANSMISSION HLDGS I345.9K shares-3.08%2025-09-302025-11-12 ABT ABBOTT LABS208.2K shares-0.55%2025-09-302025-11-12 QCOM QUALCOMM INC166.9K shares-0.02%2025-09-302025-11-12 GLD SPDR GOLD TR77.8K shares1.72%2025-09-302025-11-12 CSCO CISCO SYS INC372.5K shares-0.65%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC4.6K shares2.95%2025-09-302025-11-12 MCD MCDONALDS CORP78.9K shares-2.22%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO149.3K shares-0.22%2025-09-302025-11-12 META META PLATFORMS INC31.1K shares0.43%2025-09-302025-11-12 SYY SYSCO CORP276.2K shares3.13%2025-09-302025-11-12 PEP PEPSICO INC153.7K shares-1.26%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP26.7K shares0.00%2025-09-302025-11-12 EW EDWARDS LIFESCIENCES CORP253.3K shares-0.05%2025-09-302025-11-12 HPQ HP INC715.6K shares-3.64%2025-09-302025-11-12 SLB SCHLUMBERGER LTD550.4K shares1.16%2025-09-302025-11-12 A AGILENT TECHNOLOGIES INC143.9K shares-0.06%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC293.3K shares-2.01%2025-09-302025-11-12 ENTG ENTEGRIS INC196.6K shares9.33%2025-09-302025-11-12 CAT CATERPILLAR INC37.3K shares0.00%2025-09-302025-11-12 NVO NOVO-NORDISK A S311.2K shares13.68%2025-09-302025-11-12 FERG FERGUSON ENTERPRISES INC74.9K shares3.04%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC101.0K shares-0.78%2025-09-302025-11-12 DD DUPONT DE NEMOURS INC210.2K shares-3.46%2025-09-302025-11-12 LMBS FIRST TR EXCHANGE-TRADED FD326.8K shares6.74%2025-09-302025-11-12 HD HOME DEPOT INC40.0K shares1.62%2025-09-302025-11-12 WMT WALMART INC153.7K shares-0.63%2025-09-302025-11-12 UNP UNION PAC CORP66.5K shares1.95%2025-09-302025-11-12 DIS DISNEY WALT CO136.5K shares-2.03%2025-09-302025-11-12 EBAY EBAY INC.170.6K shares-3.91%2025-09-302025-11-12 INTC INTEL CORP461.3K shares-20.12%2025-09-302025-11-12 HPE HEWLETT PACKARD ENTERPRISE C603.8K shares-0.08%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO326.0K shares-6.31%2025-09-302025-11-12 KEYS KEYSIGHT TECHNOLOGIES INC82.4K shares-0.18%2025-09-302025-11-12 SBUX STARBUCKS CORP167.3K shares-3.88%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN46.2K shares-0.59%2025-09-302025-11-12 NKE NIKE INC186.1K shares-2.96%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL17 shares0.00%2025-09-302025-11-12 PFE PFIZER INC502.7K shares-11.68%2025-09-302025-11-12 NVDA NVIDIA CORPORATION68.5K shares0.15%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR18.2K shares7.90%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP19.3K shares0.00%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO144.9K shares-1.83%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC169.7K shares-9.60%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC14.0K shares0.44%2025-09-302025-11-12 IFF INTERNATIONAL FLAVORS&FRAGRA179.7K shares-1.86%2025-09-302025-11-12 HON HONEYWELL INTL INC52.1K shares-5.62%2025-09-302025-11-12 AMGN AMGEN INC38.4K shares0.56%2025-09-302025-11-12 IJR ISHARES TR89.6K shares6.53%2025-09-302025-11-12 KMX CARMAX INC231.0K shares5.61%2025-09-302025-11-12 VOO VANGUARD INDEX FDS16.8K shares0.28%2025-09-302025-11-12 EXPD EXPEDITORS INTL WASH INC80.2K shares12.66%2025-09-302025-11-12 NVS NOVARTIS AG75.6K shares-1.07%2025-09-302025-11-12 ALB ALBEMARLE CORP119.0K shares-0.36%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR33.6K shares1.43%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS33.4K shares-8.67%2025-09-302025-11-12 CPAY CORPAY INC31.8K shares694.53%2025-09-302025-11-12 BA BOEING CO40.6K shares-9.49%2025-09-302025-11-12 AVGO BROADCOM INC26.5K shares-8.02%2025-09-302025-11-12 GE GE AEROSPACE28.9K shares3.39%2025-09-302025-11-12 COP CONOCOPHILLIPS91.9K shares-1.54%2025-09-302025-11-12 AON AON PLC23.9K shares33.11%2025-09-302025-11-12 ALLE ALLEGION PLC47.3K shares0.00%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC32.0K shares-1.66%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP75.3K shares-25.16%2025-09-302025-11-12 J JACOBS SOLUTIONS INC54.2K shares-0.64%2025-09-302025-11-12 CMI CUMMINS INC18.4K shares-0.57%2025-09-302025-11-12 KO COCA COLA CO115.1K shares20.32%2025-09-302025-11-12 PSA PUBLIC STORAGE OPER CO26.3K shares0.00%2025-09-302025-11-12 MMM 3M CO42.3K shares-1.44%2025-09-302025-11-12 MRK MERCK & CO INC76.7K shares-2.69%2025-09-302025-11-12 TXN TEXAS INSTRS INC34.9K shares-0.51%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP12.5K shares-0.32%2025-09-302025-11-12 BP BP PLC171.1K shares0.53%2025-09-302025-11-12 CATH GLOBAL X FDS71.8K shares77.27%2025-09-302025-11-12 NEU NEWMARKET CORP7.0K shares0.00%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC131.1K shares-23.92%2025-09-302025-11-12 CARR CARRIER GLOBAL CORPORATION90.0K shares-1.64%2025-09-302025-11-12 T AT&T INC181.0K shares-9.51%2025-09-302025-11-12 ENR ENERGIZER HLDGS INC NEW203.0K shares0.00%2025-09-302025-11-12 TPR TAPESTRY INC44.3K shares-11.61%2025-09-302025-11-12 MO ALTRIA GROUP INC73.1K shares0.02%2025-09-302025-11-12 AKAM AKAMAI TECHNOLOGIES INC62.6K shares-0.34%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC11.2K shares-0.06%2025-09-302025-11-12 TSLA TESLA INC10.3K shares-2.31%2025-09-302025-11-12 GIS GENERAL MLS INC90.9K shares-0.01%2025-09-302025-11-12 OXY OCCIDENTAL PETE CORP95.9K shares0.03%2025-09-302025-11-12 VTI VANGUARD INDEX FDS13.8K shares2.48%2025-09-302025-11-12 TJX TJX COS INC NEW30.2K shares-0.99%2025-09-302025-11-12 IVV ISHARES TR6.2K shares0.88%2025-09-302025-11-12 OTIS OTIS WORLDWIDE CORP43.3K shares-1.37%2025-09-302025-11-12 IYW ISHARES TR20.0K shares0.17%2025-09-302025-11-12 CASY CASEYS GEN STORES INC6.6K shares-0.23%2025-09-302025-11-12 TGT TARGET CORP40.3K shares-1.88%2025-09-302025-11-12 GEV GE VERNOVA INC5.8K shares0.03%2025-09-302025-11-12 ZTS ZOETIS INC23.6K sharesnew addition2025-09-302025-11-12 POST POST HLDGS INC31.6K shares0.00%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS41.5K shares-30.56%2025-09-302025-11-12 OKE ONEOK INC NEW43.4K shares-0.04%2025-09-302025-11-12 WY WEYERHAEUSER CO MTN BE123.1K shares0.00%2025-09-302025-11-12 ETN EATON CORP PLC8.1K shares0.17%2025-09-302025-11-12 EPC EDGEWELL PERS CARE CO145.5K shares0.00%2025-09-302025-11-12 SPGI S&P GLOBAL INC6.0K shares0.07%2025-09-302025-11-12 NEE NEXTERA ENERGY INC37.8K shares-0.28%2025-09-302025-11-12 DE DEERE & CO6.0K shares0.08%2025-09-302025-11-12 LLY ELI LILLY & CO3.6K shares-1.93%2025-09-302025-11-12 NUE NUCOR CORP19.9K shares-1.21%2025-09-302025-11-12 BAC BANK AMERICA CORP50.8K shares-0.00%2025-09-302025-11-12 VGT VANGUARD WORLD FD3.3K shares0.00%2025-09-302025-11-12 PSX PHILLIPS 6617.3K shares-0.01%2025-09-302025-11-12 GNRC GENERAC HLDGS INC14.0K shares0.00%2025-09-302025-11-12 GDX VANECK ETF TRUST30.0K shares4.72%2025-09-302025-11-12 LRCX LAM RESEARCH CORP16.7K shares1.01%2025-09-302025-11-12 EEM ISHARES TR41.1K shares-1.56%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS35.4K shares3.00%2025-09-302025-11-12 IJH ISHARES TR32.3K shares-14.08%2025-09-302025-11-12 ECL ECOLAB INC7.5K shares-1.15%2025-09-302025-11-12 ED CONSOLIDATED EDISON INC20.1K shares0.01%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP6.5K shares-0.02%2025-09-302025-11-12 PHYS SPROTT ASSET MANAGEMENT LP63.0K shares0.00%2025-09-302025-11-12 ESS ESSEX PPTY TR INC6.9K shares0.00%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP19.2K shares0.00%2025-09-302025-11-12 GILD GILEAD SCIENCES INC16.5K shares-52.77%2025-09-302025-11-12 BN BROOKFIELD CORP24.8K shares0.00%2025-09-302025-11-12 IGM ISHARES TR13.5K shares0.00%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T8.5K shares113.95%2025-09-302025-11-12 CAG CONAGRA BRANDS INC87.9K shares-52.37%2025-09-302025-11-12 V VISA INC4.7K shares0.13%2025-09-302025-11-12 SLV ISHARES SILVER TR36.9K shares114.50%2025-09-302025-11-12 VB VANGUARD INDEX FDS6.0K shares3.60%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC7.3K shares-2.24%2025-09-302025-11-12 CLX CLOROX CO DEL11.9K shares-0.67%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD5.2K shares2.36%2025-09-302025-11-12 QQQ INVESCO QQQ TR2.4K shares53.64%2025-09-302025-11-12 SO SOUTHERN CO14.8K shares-2.14%2025-09-302025-11-12 DXC DXC TECHNOLOGY CO101.0K shares0.00%2025-09-302025-11-12 BRBR BELLRING BRANDS INC37.5K shares0.00%2025-09-302025-11-12 MA MASTERCARD INCORPORATED2.4K shares0.04%2025-09-302025-11-12 CSX CSX CORP37.9K shares0.00%2025-09-302025-11-12 ITOT ISHARES TR9.2K shares16.48%2025-09-302025-11-12 WBD WARNER BROS DISCOVERY INC66.6K shares-75.30%2025-09-302025-11-12 HDV ISHARES TR10.5K shares0.00%2025-09-302025-11-12 SRE SEMPRA13.5K shares0.00%2025-09-302025-11-12 GWW GRAINGER W W INC1.3K shares0.00%2025-09-302025-11-12 DOW DOW INC49.8K shares-0.61%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR1.9K shares0.00%2025-09-302025-11-12 BDX BECTON DICKINSON & CO6.0K shares-3.98%2025-09-302025-11-12 SIL GLOBAL X FDS14.7K sharesnew addition2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC6.4K shares-0.33%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF15.3K shares82.13%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST13.6K shares0.00%2025-09-302025-11-12 ITB ISHARES TR8.9K shares6.05%2025-09-302025-11-12 KMB KIMBERLY-CLARK CORP7.4K shares-0.01%2025-09-302025-11-12 O REALTY INCOME CORP14.8K shares3.75%2025-09-302025-11-12 SHEL SHELL PLC12.5K shares-12.10%2025-09-302025-11-12 IR INGERSOLL RAND INC10.8K shares0.00%2025-09-302025-11-12 AJG GALLAGHER ARTHUR J & CO2.8K shares-4.31%2025-09-302025-11-12 WEC WEC ENERGY GROUP INC7.6K shares-0.01%2025-09-302025-11-12 BX BLACKSTONE INC5.0K shares-0.82%2025-09-302025-11-12 CVBF CVB FINL CORP44.3K shares0.00%2025-09-302025-11-12 PAYX PAYCHEX INC6.6K shares0.00%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR25.3K shares0.00%2025-09-302025-11-12 NFLX NETFLIX INC672 shares-2.33%2025-09-302025-11-12 VBIL VANGUARD INSTL INDEX FD10.4K sharesnew addition2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST19.9K shares0.00%2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD4.3K shares0.00%2025-09-302025-11-12 KD KYNDRYL HLDGS INC24.5K shares-38.43%2025-09-302025-11-12 IAU ISHARES GOLD TR9.8K shares0.00%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS7.8K shares2.61%2025-09-302025-11-12 EFA ISHARES TR7.5K shares0.00%2025-09-302025-11-12 SGDM SPROTT ETF TRUST11.0K sharesnew addition2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW5.5K shares-0.05%2025-09-302025-11-12 ALL ALLSTATE CORP3.1K shares0.00%2025-09-302025-11-12 AMTM AMENTUM HOLDINGS INC28.1K shares-1.76%2025-09-302025-11-12 EA ELECTRONIC ARTS INC3.2K shares0.00%2025-09-302025-11-12 URI UNITED RENTALS INC681 shares-22.70%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS11.0K shares0.00%2025-09-302025-11-12 NTAP NETAPP INC5.2K shares0.00%2025-09-302025-11-12 CMCSA COMCAST CORP NEW19.5K shares-0.37%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F11.2K shares22.89%2025-09-302025-11-12 MKC MCCORMICK & CO INC9.0K shares0.00%2025-09-302025-11-12 K KELLANOVA7.0K shares-0.04%2025-09-302025-11-12 IJJ ISHARES TR4.4K shares0.00%2025-09-302025-11-12 RS RELIANCE INC2.0K shares0.00%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F7.8K shares0.00%2025-09-302025-11-12 GPC GENUINE PARTS CO4.0K shares0.00%2025-09-302025-11-12 FCAL FIRST TR EXCH TRADED FD III11.3K shares0.00%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP1.6K shares2.20%2025-09-302025-11-12 KHC KRAFT HEINZ CO20.5K shares-3.18%2025-09-302025-11-12 CMF ISHARES TR9.3K shares0.00%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L16.8K shares-4.77%2025-09-302025-11-12 COF CAPITAL ONE FINL CORP2.4K shares0.50%2025-09-302025-11-12 LUV SOUTHWEST AIRLS CO16.0K shares0.00%2025-09-302025-11-12 MFC MANULIFE FINL CORP16.1K shares-2.13%2025-09-302025-11-12 IWM ISHARES TR2.1K shares0.29%2025-09-302025-11-12 LIN LINDE PLC1.0K shares0.99%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE1.0K shares0.00%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR5.3K shares17.12%2025-09-302025-11-12 UL UNILEVER PLC7.6K shares0.00%2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC1.0K shares-11.50%2025-09-302025-11-12 MAR MARRIOTT INTL INC NEW1.7K shares0.00%2025-09-302025-11-12 TRMB TRIMBLE INC5.4K shares-0.06%2025-09-302025-11-12 CTAS CINTAS CORP2.1K shares0.75%2025-09-302025-11-12 CME CME GROUP INC1.6K shares2.14%2025-09-302025-11-12 ROK ROCKWELL AUTOMATION INC1.2K shares-0.08%2025-09-302025-11-12 ZBH ZIMMER BIOMET HOLDINGS INC4.4K shares0.00%2025-09-302025-11-12 MCO MOODYS CORP908 shares0.44%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS2.0K shares-9.82%2025-09-302025-11-12 WELL WELLTOWER INC2.4K shares0.62%2025-09-302025-11-12 USB US BANCORP DEL8.8K shares-0.07%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST13.5K shares0.00%2025-09-302025-11-12 IYC ISHARES TR4.0K shares0.00%2025-09-302025-11-12 DBND DOUBLELINE ETF TRUST8.6K shares0.00%2025-09-302025-11-12 PAI WESTERN ASSET INVESTMENT GRA31.1K shares-7.45%2025-09-302025-11-12 BIL SPDR SERIES TRUST4.3K shares21.43%2025-09-302025-11-12 MINT PIMCO ETF TR3.8K shares0.00%2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST8.5K shares0.00%2025-09-302025-11-12 SPSM SPDR SERIES TRUST8.1K shares15.33%2025-09-302025-11-12 ETHA ISHARES ETHEREUM TR11.8K sharesnew addition2025-09-302025-11-12 MUB ISHARES TR3.5K shares0.00%2025-09-302025-11-12 ENB ENBRIDGE INC7.2K shares-0.41%2025-09-302025-11-12 FDX FEDEX CORP1.5K shares35.87%2025-09-302025-11-12 VO VANGUARD INDEX FDS1.2K shares0.25%2025-09-302025-11-12 APA APA CORPORATION14.5K shares-6.00%2025-09-302025-11-12 EQR EQUITY RESIDENTIAL5.3K shares-0.90%2025-09-302025-11-12 VOD VODAFONE GROUP PLC NEW29.4K shares-26.23%2025-09-302025-11-12 MNST MONSTER BEVERAGE CORP NEW5.0K shares0.16%2025-09-302025-11-12 ADBE ADOBE INC945 shares-0.11%2025-09-302025-11-12 IYH ISHARES TR5.6K shares0.00%2025-09-302025-11-12 DVY ISHARES TR2.3K shares0.00%2025-09-302025-11-12 PCAR PACCAR INC3.3K shares-0.06%2025-09-302025-11-12 BAM BROOKFIELD ASSET MANAGMT LTD5.8K shares0.00%2025-09-302025-11-12 PPG PPG INDS INC3.1K shares-0.03%2025-09-302025-11-12 AEP AMERICAN ELEC PWR CO INC2.9K shares-0.10%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC690 shares0.73%2025-09-302025-11-12 MET METLIFE INC3.8K shares-0.03%2025-09-302025-11-12 LHX L3HARRIS TECHNOLOGIES INC1.0K shares-0.10%2025-09-302025-11-12 TOTL SSGA ACTIVE ETF TR7.7K shares-75.77%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR3.5K shares37.76%2025-09-302025-11-12 TROW PRICE T ROWE GROUP INC3.0K shares-0.07%2025-09-302025-11-12 ES EVERSOURCE ENERGY4.3K shares-0.12%2025-09-302025-11-12 EIX EDISON INTL5.4K shares-1.57%2025-09-302025-11-12 SDY SPDR SERIES TRUST2.1K shares0.00%2025-09-302025-11-12 GEHC GE HEALTHCARE TECHNOLOGIES I4.0K shares-4.86%2025-09-302025-11-12 RSG REPUBLIC SVCS INC1.3K shares-0.08%2025-09-302025-11-12 PFO FLAHERTY & CRUMRINE PFD INCO29.5K shares96.67%2025-09-302025-11-12 AEE AMEREN CORP2.8K shares-0.04%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC2.9K shares1.60%2025-09-302025-11-12 AVAV AEROVIRONMENT INC900 shares-1.10%2025-09-302025-11-12 AME AMETEK INC1.5K shares-0.07%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR9.5K shares0.12%2025-09-302025-11-12 WM WASTE MGMT INC DEL1.3K shares-0.08%2025-09-302025-11-12 FE FIRSTENERGY CORP6.0K shares-0.10%2025-09-302025-11-12 PAA PLAINS ALL AMERN PIPELINE L16.0K shares0.00%2025-09-302025-11-12 RDVY FIRST TR EXCHANGE TRADED FD4.0K sharesnew addition2025-09-302025-11-12 MDT MEDTRONIC PLC2.8K shares-0.99%2025-09-302025-11-12 MTX MINERALS TECHNOLOGIES INC4.3K shares0.00%2025-09-302025-11-12 CPB THE CAMPBELLS COMPANY8.4K shares0.07%2025-09-302025-11-12 PWZ INVESCO EXCH TRADED FD TR II11.1K shares7.28%2025-09-302025-11-12 WMB WILLIAMS COS INC4.2K shares-0.10%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2025-09-302025-11-12 VLO VALERO ENERGY CORP1.5K shares-0.13%2025-09-302025-11-12 CVS CVS HEALTH CORP3.5K shares-0.23%2025-09-302025-11-12 AMP AMERIPRISE FINL INC518 shares-0.19%2025-09-302025-11-12 VOOG VANGUARD ADMIRAL FDS INC584 shares0.86%2025-09-302025-11-12 TOL TOLL BROTHERS INC1.8K shares0.00%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC512 shares0.00%2025-09-302025-11-12 KR KROGER CO3.7K shares0.22%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC1.2K shares3.95%2025-09-302025-11-12 IXN ISHARES TR2.4K shares-2.22%2025-09-302025-11-12 CRM SALESFORCE INC1.0K shares0.68%2025-09-302025-11-12 DFAT DIMENSIONAL ETF TRUST4.2K shares0.00%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR10.4K sharesnew addition2025-09-302025-11-12 DTE DTE ENERGY CO1.7K shares0.00%2025-09-302025-11-12 ICLR ICON PLC1.4K sharesnew addition2025-09-302025-11-12 IEFA ISHARES TR2.7K shares2.77%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC479 shares-5.89%2025-09-302025-11-12 YUM YUM BRANDS INC1.5K shares-0.07%2025-09-302025-11-12 ET ENERGY TRANSFER L P13.3K shares0.00%2025-09-302025-11-12 XEL XCEL ENERGY INC2.8K sharesnew addition2025-09-302025-11-12 GLW CORNING INC2.7K sharesnew addition2025-09-302025-11-12 SOLV SOLVENTUM CORP3.0K shares-12.62%2025-09-302025-11-12 ASML ASML HOLDING N V223 sharesnew addition2025-09-302025-11-12 EXR EXTRA SPACE STORAGE INC1.5K shares-24.74%2025-09-302025-11-12 EXC EXELON CORP4.7K shares-0.21%2025-09-302025-11-12 RIO RIO TINTO PLC3.1K sharesnew addition2025-09-302025-11-12 LNC LINCOLN NATL CORP IND5.1K sharesnew addition2025-09-302025-11-12 ORLY OREILLY AUTOMOTIVE INC1.9K sharesnew addition2025-09-302025-11-12 JPC NUVEEN PFD & INCOME OPPORTUN21.4K shares0.00%2025-09-302025-11-12 F FORD MTR CO14.1K shares-0.13%2025-09-302025-11-12 TG TREDEGAR CORP16.0K shares0.00%2025-09-302025-11-12 BOF BRANCHOUT FOOD INC30.0K shares0.00%2025-09-302025-11-12 BAER BRIDGER AEROSPACE GRP HLDGS12.5K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available