The Analysis of Colonial Trust Co / SC's Holdings
Currently, Colonial Trust Co / SC holds 1088 types of securities in its portfolio with a total value $742.5M. In the most recent quarter, they have increased their positions in IVV (+3.7K shares, valued at $2.5M), TSM (+6.8K shares, valued at $1.9M), NOW (+2.0K shares, valued at $1.9M); decreased their positions in UNH (-3.9K shares, valued at $1.3M), ADBE (-2.7K shares, valued at $950.3K), PEP (-4.8K shares, valued at $673.4K); initiated new positions in ASML (+1.4K shares, valued at $1.4M), SPHQ (+2.5K shares, valued at $180.6K), VTEL (+1.5K shares, valued at $153.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM151.7K shares-0.42%2025-09-302025-11-10
MSFT MICROSOFT CORP COM61.3K shares2.57%2025-09-302025-11-10 IVV ISHARES CORE S&P 500 ETF31.1K shares13.41%2025-09-302025-11-10 JPM JPMORGAN CHASE & CO COM52.9K shares1.87%2025-09-302025-11-10 NVDA NVIDIA CORPORATION COM78.3K shares3.92%2025-09-302025-11-10 GOOGL ALPHABET INC CAP STK CL A57.7K shares3.39%2025-09-302025-11-10 ORCL ORACLE CORP COM48.9K shares1.93%2025-09-302025-11-10 AMZN AMAZON COM INC COM61.9K shares5.08%2025-09-302025-11-10 LLY LILLY ELI & CO COM17.6K shares0.54%2025-09-302025-11-10 DGRO ISHARES CORE DIVIDEND GROWTH ETF161.9K shares2.13%2025-09-302025-11-10 V VISA INC COM CL A30.8K shares0.93%2025-09-302025-11-10 JNJ JOHNSON & JOHNSON COM56.0K shares3.71%2025-09-302025-11-10 HD HOME DEPOT INC COM24.7K shares-0.86%2025-09-302025-11-10 META META PLATFORMS INC CL A13.1K shares5.11%2025-09-302025-11-10 AGG ISHARES CORE U.S. AGGREGATE BOND ETF95.5K shares10.49%2025-09-302025-11-10 WMT WALMART INC COM91.0K shares0.75%2025-09-302025-11-10 PANW PALO ALTO NETWORKS INC COM45.7K shares5.68%2025-09-302025-11-10 ETN EATON CORP PLC SHS24.1K shares2.24%2025-09-302025-11-10 GS GOLDMAN SACHS GROUP INC COM11.2K shares0.27%2025-09-302025-11-10 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF175.2K shares6.88%2025-09-302025-11-10 FCNCA FIRST CTZNS BANCSHARES INC N C CL A4.7K shares0.00%2025-09-302025-11-10 COST COSTCO WHSL CORP NEW COM8.8K shares0.26%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW14.6K shares2.77%2025-09-302025-11-10 HUM HUMANA INC COM28.0K shares-3.44%2025-09-302025-11-10 DUK DUKE ENERGY CORP NEW COM NEW58.1K shares1.21%2025-09-302025-11-10 PG PROCTER AND GAMBLE CO COM46.3K shares0.21%2025-09-302025-11-10 WM WASTE MGMT INC DEL COM31.9K shares3.31%2025-09-302025-11-10 GOOG ALPHABET INC CAP STK CL C28.5K shares2.52%2025-09-302025-11-10 BX BLACKSTONE GROUP INC COM40.4K shares1.54%2025-09-302025-11-10 UNP UNION PAC CORP COM29.0K shares-0.70%2025-09-302025-11-10 AJG GALLAGHER ARTHUR J & CO COM21.9K shares0.00%2025-09-302025-11-10 TJX TJX COS INC NEW COM46.5K shares3.02%2025-09-302025-11-10 FLOT ISHARES FLOATING RATE BOND ETF123.4K shares9.10%2025-09-302025-11-10 CVX CHEVRON CORP NEW COM38.7K shares-0.61%2025-09-302025-11-10 TT TRANE TECHNOLOGIES PLC SHS13.8K shares-0.25%2025-09-302025-11-10 AMAT APPLIED MATLS INC COM28.4K shares-1.40%2025-09-302025-11-10 APD AIR PRODS & CHEMS INC COM21.2K shares0.60%2025-09-302025-11-10 KO COCA COLA CO COM84.7K shares0.40%2025-09-302025-11-10 IQLT ISHARES MSCI INTL QUALITY FACTOR ETF124.3K shares3.35%2025-09-302025-11-10 IJH ISHARES S&P MIDCAP FUND81.2K shares0.63%2025-09-302025-11-10 ACN ACCENTURE PLC IRELAND SHS CLASS A20.3K shares-0.64%2025-09-302025-11-10 SCHW SCHWAB CHARLES CORP COM52.2K shares-0.11%2025-09-302025-11-10 CSCO CISCO SYS INC COM68.5K shares0.95%2025-09-302025-11-10 SYK STRYKER CORPORATION COM12.7K shares5.03%2025-09-302025-11-10 PEP PEPSICO INC COM32.4K shares-12.89%2025-09-302025-11-10 LMT LOCKHEED MARTIN CORP COM8.8K shares1.12%2025-09-302025-11-10 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF211.1K shares27.44%2025-09-302025-11-10 PSX PHILLIPS 66 COM30.8K shares-5.41%2025-09-302025-11-10 SPY SPDR S&P 500 ETF6.2K shares-0.32%2025-09-302025-11-10 IJR ISHARES S&P SMALL-CAP FUND34.4K shares4.77%2025-09-302025-11-10 BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF207.3K shares18.94%2025-09-302025-11-10 CTAS CINTAS CORP COM19.6K shares0.73%2025-09-302025-11-10 LOW LOWES COS INC COM15.9K shares-0.10%2025-09-302025-11-10 BKNG BOOKING HOLDINGS INC COM737 shares-0.27%2025-09-302025-11-10 UNH UNITEDHEALTH GROUP INC COM11.1K shares-25.87%2025-09-302025-11-10 TXN TEXAS INSTRS INC COM20.8K shares4.14%2025-09-302025-11-10 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF55.7K shares0.54%2025-09-302025-11-10 NEE NEXTERA ENERGY INC COM49.2K shares0.03%2025-09-302025-11-10 DIS WALT DISNEY CO32.3K shares4.56%2025-09-302025-11-10 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF188.9K shares14.60%2025-09-302025-11-10 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF190.3K shares24.97%2025-09-302025-11-10 NFLX NETFLIX INC COM2.7K shares43.43%2025-09-302025-11-10 XOM EXXON MOBIL CORP COM27.9K shares-4.35%2025-09-302025-11-10 STE STERIS PLC SHS USD12.3K shares0.34%2025-09-302025-11-10 CME CME GROUP INC COM11.2K shares1.47%2025-09-302025-11-10 AVGO BROADCOM INC COM9.0K shares-1.35%2025-09-302025-11-10 JPST JPMORGAN ULTRA-SHORT INCOME ETF54.3K shares-2.80%2025-09-302025-11-10 IWF ISHARES RUSSELL 1000 GROWTH ETF5.8K shares-0.34%2025-09-302025-11-10 ECL ECOLAB INC COM9.8K shares0.60%2025-09-302025-11-10 BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF157.6K shares49.17%2025-09-302025-11-10 VIK VIKING HOLDINGS LTD ORD SHS42.5K shares11.02%2025-09-302025-11-10 TFC TRUIST FINL CORP COM57.3K shares-1.87%2025-09-302025-11-10 COP CONOCOPHILLIPS COM26.9K shares-2.08%2025-09-302025-11-10 RTX RAYTHEON TECHNOLOGIES CORP COM15.1K shares0.38%2025-09-302025-11-10 VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND11.6K shares3.02%2025-09-302025-11-10 EW EDWARDS LIFESCIENCES CORP COM32.2K shares0.37%2025-09-302025-11-10 VEA VANGUARD FTSE DEVELOPED MARKETS ETF41.4K shares84.84%2025-09-302025-11-10 IBM INTERNATIONAL BUSINESS MACHS COM8.8K shares0.35%2025-09-302025-11-10 WEC WEC ENERGY GROUP INC COM20.8K shares0.00%2025-09-302025-11-10 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8.3K shares431.40%2025-09-302025-11-10 IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF28.6K shares0.00%2025-09-302025-11-10 VOT VANGUARD MID-CAP GROWTH INDEX FUND7.7K shares0.00%2025-09-302025-11-10 CAT CATERPILLAR INC COM4.6K shares1.76%2025-09-302025-11-10 ABBV ABBVIE INC COM9.3K shares-2.06%2025-09-302025-11-10 EOG EOG RES INC COM19.2K shares-5.95%2025-09-302025-11-10 NKE NIKE INC CL B29.0K shares-0.50%2025-09-302025-11-10 PM PHILIP MORRIS INTL INC COM12.2K shares-0.12%2025-09-302025-11-10 NOW SERVICENOW INC COM2.1K shares2068.69%2025-09-302025-11-10 CMCSA COMCAST CORP NEW CL A62.1K shares-23.52%2025-09-302025-11-10 PRK PARK NATL CORP COM11.8K shares0.00%2025-09-302025-11-10 PSA PUBLIC STORAGE OPER CO COM6.6K shares1.44%2025-09-302025-11-10 UBER UBER TECHNOLOGIES INC COM19.3K shares28.08%2025-09-302025-11-10 BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS32.2K shares-3.31%2025-09-302025-11-10 GLD SPDR GOLD SHARES5.0K shares14.95%2025-09-302025-11-10 DE DEERE & CO COM3.9K shares15.20%2025-09-302025-11-10 VUG VANGUARD GROWTH INDEX FUND3.6K shares79.38%2025-09-302025-11-10 O REALTY INCOME CORP COM27.3K shares1.50%2025-09-302025-11-10 AXP AMERICAN EXPRESS CO COM4.9K shares1.74%2025-09-302025-11-10 BND VANGUARD TOTAL BOND MARKET INDEX FUND21.9K shares8.33%2025-09-302025-11-10 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF24.4K shares20.43%2025-09-302025-11-10 VTV VANGUARD VALUE INDEX FUND8.2K shares44.16%2025-09-302025-11-10 VB VANGUARD SMALL-CAP INDEX FUND5.9K shares35.38%2025-09-302025-11-10 MCD MCDONALDS CORP COM4.9K shares-2.48%2025-09-302025-11-10 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF14.3K shares0.00%2025-09-302025-11-10 ZTS ZOETIS INC CL A10.0K shares-17.14%2025-09-302025-11-10 BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF87.5K shares26.06%2025-09-302025-11-10 WMB WILLIAMS COS INC COM22.9K shares120.42%2025-09-302025-11-10 VZ VERIZON COMMUNICATIONS INC COM33.1K shares-6.49%2025-09-302025-11-10 IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND9.9K shares-1.14%2025-09-302025-11-10 IWD ISHARES RUSSELL 1000 VALUE ETF6.9K shares-0.40%2025-09-302025-11-10 UPS UNITED PARCEL SERVICE INC CL B16.5K shares-28.35%2025-09-302025-11-10 ASML ASML HOLDING N V N Y REGISTRY SHS1.4K sharesnew addition2025-09-302025-11-10 BLK BLACKROCK INC COM1.1K shares-4.44%2025-09-302025-11-10 IEFA ISHARES CORE MSCI EAFE ETF14.9K shares-7.85%2025-09-302025-11-10 T AT&T INC COM45.8K shares2.69%2025-09-302025-11-10 HSY HERSHEY CO COM6.7K shares-28.90%2025-09-302025-11-10 MDT MEDTRONIC PLC SHS13.0K shares0.06%2025-09-302025-11-10 ABT ABBOTT LABS COM8.9K shares-0.54%2025-09-302025-11-10 GE GENERAL ELECTRIC CO COM3.9K shares1.47%2025-09-302025-11-10 RF REGIONS FINANCIAL CORP NEW COM44.1K shares0.00%2025-09-302025-11-10 EFA ISHARES MSCI EAFE ETF12.3K shares2.83%2025-09-302025-11-10 CCJ CAMECO CORP COM13.5K shares0.23%2025-09-302025-11-10 QQQ INVESCO QQQ TRUST1.8K shares0.28%2025-09-302025-11-10 SPGI S&P GLOBAL INC COM2.2K shares0.59%2025-09-302025-11-10 MRK MERCK & CO. INC COM12.8K shares-1.99%2025-09-302025-11-10 AMGN AMGEN INC COM3.8K shares-0.45%2025-09-302025-11-10 ADP AUTOMATIC DATA PROCESSING INC COM3.4K shares-0.91%2025-09-302025-11-10 CI CIGNA CORP NEW COM3.4K shares-11.06%2025-09-302025-11-10 QCOM QUALCOMM INC COM5.8K shares-0.80%2025-09-302025-11-10 VOO VANGUARD S&P 500 ETF1.6K shares-2.63%2025-09-302025-11-10 MO ALTRIA GROUP INC COM13.6K shares-0.66%2025-09-302025-11-10 GEV GE VERNOVA INC COM1.5K shares0.55%2025-09-302025-11-10 PNC PNC FINL SVCS GROUP INC COM4.4K shares11.22%2025-09-302025-11-10 IUSG ISHARES CORE S&P U.S. GROWTH ETF5.3K shares0.00%2025-09-302025-11-10 RY ROYAL BK CDA COM6.0K shares0.07%2025-09-302025-11-10 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND9.8K shares0.00%2025-09-302025-11-10 KVUE KENVUE INC COM53.4K shares-15.45%2025-09-302025-11-10 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF20.2K shares0.00%2025-09-302025-11-10 PFE PFIZER INC COM33.8K shares-0.12%2025-09-302025-11-10 IAU ISHARES COMEX GOLD TRUST11.3K shares0.00%2025-09-302025-11-10 FDX FEDEX CORP COM3.5K shares-3.79%2025-09-302025-11-10 VOE VANGUARD MID-CAP VALUE INDEX FUND4.6K shares-2.34%2025-09-302025-11-10 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF15.9K shares19.90%2025-09-302025-11-10 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF29.8K shares90.47%2025-09-302025-11-10 BAC BK OF AMERICA CORP COM15.1K shares5.11%2025-09-302025-11-10 MA MASTERCARD INCORPORATED CL A1.3K shares3.30%2025-09-302025-11-10 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF16.9K shares0.00%2025-09-302025-11-10 NSC NORFOLK SOUTHN CORP COM2.5K shares-10.71%2025-09-302025-11-10 BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF35.1K shares43.94%2025-09-302025-11-10 CSX CSX CORP COM20.2K shares4.82%2025-09-302025-11-10 PLTR PALANTIR TECHNOLOGIES INC CL A3.9K shares43.67%2025-09-302025-11-10 DGX QUEST DIAGNOSTICS INC COM3.7K shares-5.13%2025-09-302025-11-10 TMO THERMO FISHER SCIENTIFIC INC COM1.5K shares-1.02%2025-09-302025-11-10 IFF INTERNATIONAL FLAVORS&FRAGRANC COM11.4K shares-35.11%2025-09-302025-11-10 RCL ROYAL CARIBBEAN GROUP COM2.2K shares0.05%2025-09-302025-11-10 VO VANGUARD MID-CAP INDEX FUND2.4K shares3.39%2025-09-302025-11-10 C CITIGROUP INC COM NEW6.9K shares-6.84%2025-09-302025-11-10 AFL AFLAC INC COM6.2K shares0.18%2025-09-302025-11-10 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF17.9K shares0.00%2025-09-302025-11-10 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF16.0K shares39.86%2025-09-302025-11-10 VGT VANGUARD INFORMATION TECHNOLOGY ETF922 shares0.00%2025-09-302025-11-10 CSL CARLISLE COS INC COM2.1K shares0.05%2025-09-302025-11-10 IWP ISHARES RUSSELL MID-CAP GROWTH ETF4.7K shares-0.84%2025-09-302025-11-10 ADI ANALOG DEVICES INC COM2.7K shares0.22%2025-09-302025-11-10 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF6.0K shares0.00%2025-09-302025-11-10 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF11.3K shares29.25%2025-09-302025-11-10 IWO ISHARES RUSSELL 2000 GROWTH ETF2.0K shares-0.64%2025-09-302025-11-10 ADBE ADOBE SYSTEMS INCORPORATED COM1.8K shares-59.81%2025-09-302025-11-10 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF20.2K shares-1.14%2025-09-302025-11-10 RSG REPUBLIC SVCS INC COM2.7K shares1.16%2025-09-302025-11-10 UL UNILEVER PLC SPON ADR NEW10.4K shares0.00%2025-09-302025-11-10 GD GENERAL DYNAMICS CORP COM1.8K shares3.96%2025-09-302025-11-10 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF7.1K shares-0.66%2025-09-302025-11-10 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF5.4K shares0.19%2025-09-302025-11-10 VYM VANGUARD HIGH DIVIDEND YIELD ETF4.0K shares-0.12%2025-09-302025-11-10 TSLA TESLA INC COM1.3K shares5.21%2025-09-302025-11-10 ANET ARISTA NETWORKS INC COM SHS3.8K shares0.81%2025-09-302025-11-10 HON HONEYWELL INTL INC COM2.7K shares72.58%2025-09-302025-11-10 KMB KIMBERLY-CLARK CORP COM4.5K shares5.41%2025-09-302025-11-10 SCHD SCHWAB US DIVIDEND EQUITY ETF20.4K shares9.88%2025-09-302025-11-10 DFAS DIMENSIONAL U.S. SMALL CAP ETF7.9K shares-2.98%2025-09-302025-11-10 USMV ISHARES MSCI USA MIN VOL FACTOR ETF5.6K shares0.00%2025-09-302025-11-10 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF10.8K shares0.00%2025-09-302025-11-10 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF3.5K shares0.00%2025-09-302025-11-10 ENB ENBRIDGE INC COM10.1K shares0.00%2025-09-302025-11-10 CRM SALESFORCE COM INC COM2.1K shares102.65%2025-09-302025-11-10 EME EMCOR GROUP INC COM779 shares-0.13%2025-09-302025-11-10 PAYX PAYCHEX INC COM3.9K shares12.33%2025-09-302025-11-10 LIN LINDE PLC SHS1.0K shares3.27%2025-09-302025-11-10 IWS ISHARES RUSSELL MID-CAP VALUE ETF3.4K shares-5.82%2025-09-302025-11-10 GLW CORNING INC COM5.8K shares-4.19%2025-09-302025-11-10 LH LABORATORY CORP AMER HLDGS COM NEW1.6K shares-5.25%2025-09-302025-11-10 IWR ISHARES RUSSELL MID-CAP ETF4.8K shares0.00%2025-09-302025-11-10 NVS NOVARTIS AG SPONSORED ADR3.6K shares-0.36%2025-09-302025-11-10 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF9.4K shares-4.55%2025-09-302025-11-10 IWM ISHARES RUSSELL 2000 ETF1.9K shares0.00%2025-09-302025-11-10 VNQ VANGUARD REAL ESTATE ETF5.0K shares0.00%2025-09-302025-11-10 PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF21.3K shares0.00%2025-09-302025-11-10 WFC WELLS FARGO CO NEW COM5.3K shares-12.06%2025-09-302025-11-10 CL COLGATE PALMOLIVE CO COM5.5K shares12.36%2025-09-302025-11-10 WPC WP CAREY INC COM6.4K shares-10.28%2025-09-302025-11-10 FAST FASTENAL CO COM8.8K shares-2.01%2025-09-302025-11-10 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF7.4K shares-4.33%2025-09-302025-11-10 D DOMINION ENERGY INC COM7.1K shares0.64%2025-09-302025-11-10 NDAQ NASDAQ INC COM4.9K shares0.19%2025-09-302025-11-10 AMP AMERIPRISE FINL INC COM876 shares-0.23%2025-09-302025-11-10 IWN ISHARES RUSSELL 2000 VALUE ETF2.4K shares0.00%2025-09-302025-11-10 EOS EATON VANCE ENHANCED EQUITY IN COM17.8K shares0.00%2025-09-302025-11-10 AS AMER SPORTS INC COM SHS12.2K shares72.31%2025-09-302025-11-10 SCHX SCHWAB U.S. LARGE-CAP ETF15.8K shares35.86%2025-09-302025-11-10 TRV TRAVELERS COMPANIES INC COM1.5K shares-0.13%2025-09-302025-11-10 AVUV AVANTIS U.S. SMALL CAP VALUE ETF4.2K shares0.00%2025-09-302025-11-10 SHW SHERWIN WILLIAMS CO COM1.2K shares0.42%2025-09-302025-11-10 BMY BRISTOL-MYERS SQUIBB CO COM9.0K shares-2.52%2025-09-302025-11-10 ELV ELEVANCE HEALTH INC1.3K shares2.20%2025-09-302025-11-10 YUM YUM BRANDS INC COM2.7K shares-2.35%2025-09-302025-11-10 MUB ISHARES NATIONAL MUNI BOND ETF3.8K shares-3.15%2025-09-302025-11-10 MDY SPDR S&P MIDCAP 400 ETF673 shares0.00%2025-09-302025-11-10 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW1.8K shares-15.02%2025-09-302025-11-10 AEP AMERICAN ELEC PWR CO INC COM3.5K shares-2.51%2025-09-302025-11-10 PKG PACKAGING CORP AMER COM1.8K shares-9.09%2025-09-302025-11-10 BN BROOKFIELD ASSET MGMT INC CL A LTD VT SH5.8K shares-8.46%2025-09-302025-11-10 ETR ENTERGY CORP NEW COM4.2K shares-1.28%2025-09-302025-11-10 TD TORONTO DOMINION BK ONT COM NEW4.9K shares0.10%2025-09-302025-11-10 BDX BECTON DICKINSON & CO COM2.1K shares-17.24%2025-09-302025-11-10 EWJ ISHARES MSCI JAPAN ETF4.8K 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INTERNATIONAL EQUITY ETF5.7K shares0.00%2025-09-302025-11-10 AME AMETEK INC COM701 shares0.00%2025-09-302025-11-10 COF CAPITAL ONE FINL CORP COM618 shares-14.76%2025-09-302025-11-10 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF2.8K shares0.00%2025-09-302025-11-10 QQQM INVESCO NASDAQ 100 ETF530 sharesnew addition2025-09-302025-11-10 KR KROGER CO COM1.9K shares-3.68%2025-09-302025-11-10 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF2.9K shares20.53%2025-09-302025-11-10 KLAC KLA CORP COM NEW119 shares0.00%2025-09-302025-11-10 FTNT FORTINET INC COM1.5K shares-0.40%2025-09-302025-11-10 IWX ISHARES RUSSELL TOP 200 VALUE ETF1.4K shares0.00%2025-09-302025-11-10 MFC MANULIFE FINL CORP COM4.0K shares49.37%2025-09-302025-11-10 SNY SANOFI SPONSORED ADR2.6K shares-0.94%2025-09-302025-11-10 IGM ISHARES EXPANDED TECH SECTOR ETF990 shares0.00%2025-09-302025-11-10 ADM ARCHER DANIELS MIDLAND CO COM2.0K shares0.00%2025-09-302025-11-10 GIS GENERAL MLS INC COM2.4K shares-1.54%2025-09-302025-11-10 EXP EAGLE MATLS INC COM508 shares-0.97%2025-09-302025-11-10 AVAV AEROVIRONMENT INC COM375 shares0.00%2025-09-302025-11-10 SCHE SCHWAB EMERGING MARKETS EQUITY ETF3.5K shares0.00%2025-09-302025-11-10 CLOA ISHARES AAA CLO ACTIVE ETF2.2K shares0.49%2025-09-302025-11-10 FIS FIDELITY NATL INFORMATION SVCS COM1.7K shares0.52%2025-09-302025-11-10 GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF874 shares0.00%2025-09-302025-11-10 NFJ VIRTUS DIVIDEND INTEREST & PR COM8.9K shares0.00%2025-09-302025-11-10 BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN5.0K shares0.00%2025-09-302025-11-10 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF1.3K shares-0.30%2025-09-302025-11-10 MCHP MICROCHIP TECHNOLOGY INC. COM1.7K shares0.00%2025-09-302025-11-10 QUAL ISHARES MSCI USA QUALITY FACTOR ETF570 shares0.00%2025-09-302025-11-10 BSY BENTLEY SYS INC COM CL B2.1K shares0.28%2025-09-302025-11-10 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF2.1K shares-2.22%2025-09-302025-11-10 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND3.2K shares0.00%2025-09-302025-11-10 DOV DOVER CORP COM652 shares0.00%2025-09-302025-11-10 EXPE EXPEDIA GROUP INC COM NEW506 shares0.40%2025-09-302025-11-10 CUBE CUBESMART COM2.7K shares0.00%2025-09-302025-11-10 ORLY OREILLY AUTOMOTIVE INC COM1.0K shares-1.28%2025-09-302025-11-10 JBHT HUNT J B TRANS SVCS INC COM803 shares0.38%2025-09-302025-11-10 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND2.1K shares0.00%2025-09-302025-11-10 PHYS SPROTT PHYSICAL GOLD TR UNIT3.6K shares-22.60%2025-09-302025-11-10 AADR ADVISORSHARES DORSEY WRIGHT ADR ETF1.2K shares0.00%2025-09-302025-11-10 SBUX STARBUCKS CORP COM1.3K shares62.84%2025-09-302025-11-10 ICE INTERCONTINENTAL EXCHANGE INC COM626 shares6.83%2025-09-302025-11-10 DD DUPONT DE NEMOURS INC COM1.3K shares-0.37%2025-09-302025-11-10 GRMN GARMIN LTD SHS426 shares290.83%2025-09-302025-11-10 GPN GLOBAL PMTS INC COM1.3K shares0.48%2025-09-302025-11-10 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A2.5K shares0.00%2025-09-302025-11-10 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF2.0K shares0.00%2025-09-302025-11-10 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND1.1K sharesnew addition2025-09-302025-11-10 VST VISTRA CORP COM522 shares5120.00%2025-09-302025-11-10 WTM WHITE MTNS INS GROUP LTD COM61 shares0.00%2025-09-302025-11-10 KMI KINDER MORGAN INC DEL COM3.6K shares26.46%2025-09-302025-11-10 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND3.8K sharesnew addition2025-09-302025-11-10 CINF CINCINNATI FINL CORP COM639 shares0.00%2025-09-302025-11-10 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF1.2K shares0.00%2025-09-302025-11-10 BSV VANGUARD SHORT-TERM BOND INDEX FUND1.3K shares-22.77%2025-09-302025-11-10 CVS CVS HEALTH CORP COM1.3K shares2.48%2025-09-302025-11-10 INTC INTEL CORP COM3.0K shares-50.39%2025-09-302025-11-10 RING ISHARES MSCI GLOBAL GOLD MINERS ETF1.5K shares0.00%2025-09-302025-11-10 WTRG ESSENTIAL UTILS INC COM2.5K shares0.00%2025-09-302025-11-10 TRI THOMSON REUTERS CORP. COM NEW623 shares0.00%2025-09-302025-11-10 SBAC SBA COMMUNICATIONS CORP NEW CL A502 shares-0.20%2025-09-302025-11-10 IVOO VANGUARD S&P MID-CAP 400 ETF880 shares0.00%2025-09-302025-11-10 IPG INTERPUBLIC GROUP COS INC COM3.4K shares0.00%2025-09-302025-11-10 PLD PROLOGIS INC. COM823 shares-3.06%2025-09-302025-11-10 APH AMPHENOL CORP NEW CL A761 shares-0.13%2025-09-302025-11-10 IWB ISHARES RUSSELL 1000 ETF256 shares0.00%2025-09-302025-11-10 MU MICRON TECHNOLOGY INC COM554 shares-4.97%2025-09-302025-11-10 SHEL ROYAL DUTCH SHELL PLC SPONS ADR A1.3K shares1.74%2025-09-302025-11-10 GOLF ACUSHNET HLDGS CORP COM1.2K shares0.00%2025-09-302025-11-10 GILD GILEAD SCIENCES INC COM817 shares12.85%2025-09-302025-11-10 IEF ISHARES 7-10 YEAR TREASURY BOND ETF937 shares-0.95%2025-09-302025-11-10 FLTR VANECK IG FLOATING RATE ETF3.5K shares0.00%2025-09-302025-11-10 CIEN CIENA CORP COM NEW619 shares-40.71%2025-09-302025-11-10 INCY INCYTE CORP COM1.1K shares0.00%2025-09-302025-11-10 SPOT SPOTIFY TECHNOLOGY S A SHS127 shares1054.55%2025-09-302025-11-10 OEF ISHARES S&P 100 ETF264 shares0.00%2025-09-302025-11-10 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF2.4K shares0.00%2025-09-302025-11-10 BAX BAXTER INTL INC COM3.9K shares-2.94%2025-09-302025-11-10 RYN RAYONIER INC COM3.3K shares0.00%2025-09-302025-11-10 TFPN BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF3.5K shares0.00%2025-09-302025-11-10 CPRT COPART INC COM1.9K shares-0.46%2025-09-302025-11-10 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK1.2K shares0.78%2025-09-302025-11-10 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND1.1K shares0.00%2025-09-302025-11-10 XYL XYLEM INC COM584 shares-1.02%2025-09-302025-11-10 EA ELECTRONIC ARTS INC COM422 shares0.24%2025-09-302025-11-10 VNT VONTIER CORPORATION COM2.0K shares0.00%2025-09-302025-11-10 MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF836 shares0.00%2025-09-302025-11-10 CNC CENTENE CORP DEL COM2.3K shares-23.09%2025-09-302025-11-10 UHAL.B U HAUL HOLDING COMPANY COM SER N1.6K shares0.06%2025-09-302025-11-10 IJJ ISHARES S&P MID-CAP 400 VALUE ETF623 shares0.00%2025-09-302025-11-10 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF724 shares0.00%2025-09-302025-11-10 WY WEYERHAEUSER CO MTN BE COM NEW3.3K shares-0.03%2025-09-302025-11-10 ABNB AIRBNB INC COM CL A659 shares-2.95%2025-09-302025-11-10 VPU VANGUARD UTILITIES INDEX FUND420 shares0.00%2025-09-302025-11-10 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF2.1K sharesnew addition2025-09-302025-11-10 LKQ LKQ CORP COM2.5K shares399.01%2025-09-302025-11-10 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A256 shares-0.78%2025-09-302025-11-10 PKB INVESCO BUILDING & CONSTRUCTION ETF793 shares0.00%2025-09-302025-11-10 SONY SONY GROUP CORPORATION SPONSORED ADR2.6K shares-6.93%2025-09-302025-11-10 RQI COHEN & STEERS QUALITY INCOME COM6.0K shares0.00%2025-09-302025-11-10 UFPI UFP INDUSTRIES INC COM798 shares-9.32%2025-09-302025-11-10 HEI HEICO CORP NEW COM227 shares-5.02%2025-09-302025-11-10 AVY AVERY DENNISON CORP COM450 shares-55.53%2025-09-302025-11-10 IMKTA INGLES MKTS INC CL A1.0K sharesnew addition2025-09-302025-11-10 FHLC FIDELITY MSCI HEALTH CARE INDEX ETF1.0K shares0.00%2025-09-302025-11-10 BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF3.0K shares0.00%2025-09-302025-11-10 VLO VALERO ENERGY CORP COM403 shares-46.27%2025-09-302025-11-10 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF300 shares0.00%2025-09-302025-11-10 BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT2.0K shares0.00%2025-09-302025-11-10 IDU ISHARES U.S. UTILITIES ETF600 shares0.00%2025-09-302025-11-10 IR INGERSOLL RAND INC COM804 shares0.00%2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available