The Analysis of Compound Planning, Inc.'s Holdings

Currently, Compound Planning, Inc. holds 1150 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in AVEM (+239.2K shares, valued at $18.0M), VTI (+42.6K shares, valued at $14.0M), SCHH (+628.9K shares, valued at $13.6M); decreased their positions in OKLO (-592.1K shares, valued at $66.1M), EMXC (-345.1K shares, valued at $23.3M), COIN (-21.5K shares, valued at $7.3M); initiated new positions in SCHH (+628.9K shares, valued at $13.6M), CTA (+303.7K shares, valued at $8.5M), DFAC (+30.6K shares, valued at $1.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC387.0K shares6.69%2025-09-302025-11-10

COIN COINBASE GLOBAL INC291.7K shares-6.88%2025-09-302025-11-10

IVV ISHARES TR135.0K shares16.24%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS1.2M shares13.10%2025-09-302025-11-10

INTF ISHARES TR2.0M shares10.67%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR2.1M shares16.19%2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR2.1M shares11.12%2025-09-302025-11-10

HOOD ROBINHOOD MKTS INC422.6K shares0.16%2025-09-302025-11-10

Sponsored

MSFT MICROSOFT CORP112.6K shares7.98%2025-09-302025-11-10

NVDA NVIDIA CORPORATION311.2K shares17.04%2025-09-302025-11-10

META META PLATFORMS INC75.7K shares9.12%2025-09-302025-11-10

LRGF ISHARES TR801.3K shares9.49%2025-09-302025-11-10

GOOG ALPHABET INC216.7K shares12.21%2025-09-302025-11-10

BND VANGUARD BD INDEX FDS662.8K shares28.83%2025-09-302025-11-10

VOO VANGUARD INDEX FDS80.3K shares-3.04%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F860.7K shares4.98%2025-09-302025-11-10

Sponsored

AMZN AMAZON COM INC178.2K shares10.72%2025-09-302025-11-10

VUG VANGUARD INDEX FDS80.4K shares16.84%2025-09-302025-11-10

VB VANGUARD INDEX FDS151.3K shares9.96%2025-09-302025-11-10

NFLT ETFIS SER TR I1.6M shares12.61%2025-09-302025-11-10

GOOGL ALPHABET INC132.8K shares8.16%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL63.3K shares32.20%2025-09-302025-11-10

OKLO OKLO INC269.8K shares-68.69%2025-09-302025-11-10

AGG ISHARES TR269.1K shares21.13%2025-09-302025-11-10

Sponsored

IYW ISHARES TR135.0K shares10.69%2025-09-302025-11-10

VTI VANGUARD INDEX FDS78.8K shares117.44%2025-09-302025-11-10

VTV VANGUARD INDEX FDS135.2K shares3.21%2025-09-302025-11-10

IUSB ISHARES TR520.6K shares-1.06%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.71.1K shares7.11%2025-09-302025-11-10

QQQ INVESCO QQQ TR32.2K shares0.60%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR29.0K shares-4.45%2025-09-302025-11-10

AVEM AMERICAN CENTY ETF TR256.2K shares1405.78%2025-09-302025-11-10

Sponsored

TSLA TESLA INC41.7K shares-9.68%2025-09-302025-11-10

SYLD CAMBRIA ETF TR264.0K shares11.52%2025-09-302025-11-10

IEFA ISHARES TR206.0K shares139.83%2025-09-302025-11-10

AVGO BROADCOM INC52.7K shares18.88%2025-09-302025-11-10

VTEB VANGUARD MUN BD FDS333.2K shares16.22%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR705.1K shares-1.78%2025-09-302025-11-10

SCHB SCHWAB STRATEGIC TR638.1K shares1.39%2025-09-302025-11-10

IFRA ISHARES TR308.1K shares23.45%2025-09-302025-11-10

Sponsored

BINC BLACKROCK ETF TRUST II302.8K shares453.50%2025-09-302025-11-10

COWZ PACER FDS TR279.6K shares6.10%2025-09-302025-11-10

PLTR PALANTIR TECHNOLOGIES INC83.9K shares1.99%2025-09-302025-11-10

THLV THOR FINL TECHNOLOGIES TR503.2K shares12.29%2025-09-302025-11-10

IWF ISHARES TR29.7K shares-0.95%2025-09-302025-11-10

SCHH SCHWAB STRATEGIC TR628.9K sharesnew addition2025-09-302025-11-10

NFLX NETFLIX INC11.0K shares1.92%2025-09-302025-11-10

DYFI ETF OPPORTUNITIES TRUST537.0K shares3.81%2025-09-302025-11-10

Sponsored

VBR VANGUARD INDEX FDS59.0K shares3.17%2025-09-302025-11-10

IGIB ISHARES TR227.3K shares23.35%2025-09-302025-11-10

MBB ISHARES TR125.2K shares12.57%2025-09-302025-11-10

VBK VANGUARD INDEX FDS37.5K shares-0.81%2025-09-302025-11-10

DFIV DIMENSIONAL ETF TRUST239.1K shares0.99%2025-09-302025-11-10

VO VANGUARD INDEX FDS37.2K shares8.10%2025-09-302025-11-10

TSM TAIWAN SEMICONDUCTOR MFG LTD39.0K shares10.14%2025-09-302025-11-10

HYDB ISHARES TR219.8K shares5.54%2025-09-302025-11-10

Sponsored

DFUV DIMENSIONAL ETF TRUST228.1K shares-6.55%2025-09-302025-11-10

FTLS FIRST TR EXCH TRADED FD III142.5K shares-14.84%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON52.6K shares15.18%2025-09-302025-11-10

IGSB ISHARES TR178.8K shares13.97%2025-09-302025-11-10

IJR ISHARES TR78.0K shares104.55%2025-09-302025-11-10

IAU ISHARES GOLD TR125.4K shares2.34%2025-09-302025-11-10

MA MASTERCARD INCORPORATED15.9K shares7.71%2025-09-302025-11-10

USRT ISHARES TR152.6K shares4.90%2025-09-302025-11-10

Sponsored

IWM ISHARES TR37.0K shares-0.14%2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS31.5K shares7.39%2025-09-302025-11-10

CTA SIMPLIFY EXCHANGE TRADED FUN303.7K sharesnew addition2025-09-302025-11-10

BNDX VANGUARD CHARLOTTE FDS170.8K shares68.10%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW9.1K shares-18.65%2025-09-302025-11-10

AVUV AMERICAN CENTY ETF TR83.1K shares990.68%2025-09-302025-11-10

TLT ISHARES TR92.3K shares-11.89%2025-09-302025-11-10

CAT CATERPILLAR INC17.2K shares5.28%2025-09-302025-11-10

Sponsored

BAC BANK AMERICA CORP156.9K shares12.99%2025-09-302025-11-10

CSHI NEOS ETF TRUST159.4K shares11.85%2025-09-302025-11-10

SCHD SCHWAB STRATEGIC TR288.4K shares37.29%2025-09-302025-11-10

IJT ISHARES TR53.5K shares12.16%2025-09-302025-11-10

RBLX ROBLOX CORP54.1K shares-36.66%2025-09-302025-11-10

LQD ISHARES TR66.3K shares19.56%2025-09-302025-11-10

DLS WISDOMTREE TR92.4K shares7.27%2025-09-302025-11-10

T AT&T INC258.7K shares7.45%2025-09-302025-11-10

Sponsored

AMD ADVANCED MICRO DEVICES INC44.2K shares86.39%2025-09-302025-11-10

V VISA INC20.2K shares3.79%2025-09-302025-11-10

WMT WALMART INC66.9K shares2.15%2025-09-302025-11-10

EFA ISHARES TR73.0K shares-3.65%2025-09-302025-11-10

FLOT ISHARES TR130.5K shares-3.49%2025-09-302025-11-10

LLY ELI LILLY & CO8.7K shares6.92%2025-09-302025-11-10

XOM EXXON MOBIL CORP58.7K shares15.32%2025-09-302025-11-10

GS GOLDMAN SACHS GROUP INC8.0K shares6.73%2025-09-302025-11-10

Sponsored

BSV VANGUARD BD INDEX FDS80.1K shares76.40%2025-09-302025-11-10

ORCL ORACLE CORP22.5K shares8.47%2025-09-302025-11-10

MINT PIMCO ETF TR62.0K shares36.01%2025-09-302025-11-10

SPHY SPDR SERIES TRUST253.5K shares35.06%2025-09-302025-11-10

QUAL ISHARES TR31.1K shares-15.62%2025-09-302025-11-10

CVX CHEVRON CORP NEW38.6K shares13.80%2025-09-302025-11-10

IEF ISHARES TR61.5K shares6.34%2025-09-302025-11-10

IBIT ISHARES BITCOIN TRUST ETF88.4K shares496.18%2025-09-302025-11-10

Sponsored

MO ALTRIA GROUP INC85.1K shares15.64%2025-09-302025-11-10

BKNG BOOKING HOLDINGS INC1.0K shares9.25%2025-09-302025-11-10

VV VANGUARD INDEX FDS18.2K shares0.24%2025-09-302025-11-10

MUB ISHARES TR51.8K shares38.89%2025-09-302025-11-10

EMXC ISHARES INC80.3K shares-81.11%2025-09-302025-11-10

SCHA SCHWAB STRATEGIC TR193.1K shares5.25%2025-09-302025-11-10

COF CAPITAL ONE FINL CORP25.3K shares143.73%2025-09-302025-11-10

DIA SPDR DOW JONES INDL AVERAGE11.0K shares2.22%2025-09-302025-11-10

Sponsored

IWB ISHARES TR13.6K shares0.17%2025-09-302025-11-10

SCHC SCHWAB STRATEGIC TR108.4K shares-12.74%2025-09-302025-11-10

BABA ALIBABA GROUP HLDG LTD27.4K shares11.62%2025-09-302025-11-10

HSBC HSBC HLDGS PLC68.5K shares13.43%2025-09-302025-11-10

XLK SELECT SECTOR SPDR TR17.2K shares-11.86%2025-09-302025-11-10

BA BOEING CO22.0K shares16.31%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO30.4K shares8.84%2025-09-302025-11-10

HD HOME DEPOT INC11.5K shares20.80%2025-09-302025-11-10

Sponsored

SHOP SHOPIFY INC30.6K shares7.43%2025-09-302025-11-10

CMF ISHARES TR79.0K shares17.57%2025-09-302025-11-10

BK BANK NEW YORK MELLON CORP41.1K shares-3.69%2025-09-302025-11-10

VGT VANGUARD WORLD FD6.0K shares22.10%2025-09-302025-11-10

ABBV ABBVIE INC18.8K shares25.77%2025-09-302025-11-10

GILD GILEAD SCIENCES INC39.0K shares7.73%2025-09-302025-11-10

UBER UBER TECHNOLOGIES INC43.4K shares9.06%2025-09-302025-11-10

CRM SALESFORCE INC17.6K shares-8.39%2025-09-302025-11-10

Sponsored

MMM 3M CO26.7K shares0.11%2025-09-302025-11-10

IEI ISHARES TR34.6K shares11.13%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS18.7K shares20.17%2025-09-302025-11-10

USIG ISHARES TR76.8K shares286.19%2025-09-302025-11-10

PANW PALO ALTO NETWORKS INC19.3K shares6.64%2025-09-302025-11-10

DIS DISNEY WALT CO33.6K shares12.64%2025-09-302025-11-10

BSJQ INVESCO EXCH TRD SLF IDX FD162.2K shares16.69%2025-09-302025-11-10

BIL SPDR SERIES TRUST41.2K shares8.08%2025-09-302025-11-10

Sponsored

SHY ISHARES TR44.4K shares8.55%2025-09-302025-11-10

IEMG ISHARES INC55.9K shares-8.64%2025-09-302025-11-10

AFRM AFFIRM HLDGS INC49.7K shares-9.09%2025-09-302025-11-10

GE GE AEROSPACE11.9K shares11.03%2025-09-302025-11-10

C CITIGROUP INC34.8K shares14.07%2025-09-302025-11-10

XLRE SELECT SECTOR SPDR TR83.7K shares5.80%2025-09-302025-11-10

WFC WELLS FARGO CO NEW41.6K shares11.20%2025-09-302025-11-10

VSS VANGUARD INTL EQUITY INDEX F24.4K shares5.29%2025-09-302025-11-10

Sponsored

MELI MERCADOLIBRE INC1.5K shares-2.24%2025-09-302025-11-10

INSM INSMED INC23.7K shares2.79%2025-09-302025-11-10

RTX RTX CORPORATION20.3K shares13.29%2025-09-302025-11-10

MRK MERCK & CO INC39.2K shares18.33%2025-09-302025-11-10

DFAT DIMENSIONAL ETF TRUST56.4K shares-9.39%2025-09-302025-11-10

ABT ABBOTT LABS24.3K shares5.22%2025-09-302025-11-10

MS MORGAN STANLEY20.3K shares3.84%2025-09-302025-11-10

SUB ISHARES TR29.9K shares38.33%2025-09-302025-11-10

Sponsored

SONY SONY GROUP CORP110.0K shares9.10%2025-09-302025-11-10

ASML ASML HOLDING N V3.3K shares19.88%2025-09-302025-11-10

BX BLACKSTONE INC18.4K shares8.48%2025-09-302025-11-10

SAP SAP SE11.7K shares-11.15%2025-09-302025-11-10

SGOL ETFS GOLD TR83.6K shares0.00%2025-09-302025-11-10

UNH UNITEDHEALTH GROUP INC8.8K shares23.99%2025-09-302025-11-10

KO COCA COLA CO45.7K shares4.88%2025-09-302025-11-10

VNQ VANGUARD INDEX FDS33.0K shares6.54%2025-09-302025-11-10

Sponsored

NVS NOVARTIS AG23.3K shares13.08%2025-09-302025-11-10

EFG ISHARES TR26.3K shares14.77%2025-09-302025-11-10

RY ROYAL BK CDA19.8K shares14.27%2025-09-302025-11-10

NEE NEXTERA ENERGY INC38.2K shares15.46%2025-09-302025-11-10

AXP AMERICAN EXPRESS CO8.7K shares30.36%2025-09-302025-11-10

MOAT VANECK ETF TRUST29.0K shares-3.98%2025-09-302025-11-10

SCHR SCHWAB STRATEGIC TR111.2K shares14.12%2025-09-302025-11-10

SPYM SPDR SERIES TRUST34.6K shares-18.02%2025-09-302025-11-10

Sponsored

SHEL SHELL PLC37.4K shares26.59%2025-09-302025-11-10

ANET ARISTA NETWORKS INC17.9K shares15.42%2025-09-302025-11-10

INTU INTUIT3.8K shares5.35%2025-09-302025-11-10

UNP UNION PAC CORP11.0K shares6.67%2025-09-302025-11-10

GLD SPDR GOLD TR7.3K shares-0.95%2025-09-302025-11-10

NOW SERVICENOW INC2.8K shares3.35%2025-09-302025-11-10

AZN ASTRAZENECA PLC32.9K shares37.69%2025-09-302025-11-10

VZ VERIZON COMMUNICATIONS INC57.4K shares16.35%2025-09-302025-11-10

Sponsored

SPDW SPDR INDEX SHS FDS58.7K shares0.30%2025-09-302025-11-10

CSCO CISCO SYS INC36.4K shares13.59%2025-09-302025-11-10

ETN EATON CORP PLC6.6K shares6.09%2025-09-302025-11-10

ENB ENBRIDGE INC49.0K shares9.28%2025-09-302025-11-10

PM PHILIP MORRIS INTL INC15.2K shares-2.51%2025-09-302025-11-10

APP APPLOVIN CORP3.4K shares13.16%2025-09-302025-11-10

MUFG MITSUBISHI UFJ FINL GROUP IN152.8K shares21.67%2025-09-302025-11-10

AXON AXON ENTERPRISE INC3.4K shares2.40%2025-09-302025-11-10

Sponsored

LIN LINDE PLC5.1K shares18.71%2025-09-302025-11-10

MCD MCDONALDS CORP7.9K shares11.72%2025-09-302025-11-10

MRVL MARVELL TECHNOLOGY INC28.2K shares32.58%2025-09-302025-11-10

SAN BANCO SANTANDER S.A.225.9K shares16.36%2025-09-302025-11-10

AMLP ALPS ETF TR50.3K shares15.09%2025-09-302025-11-10

RSP INVESCO EXCHANGE TRADED FD T12.0K shares44.28%2025-09-302025-11-10

LOW LOWES COS INC9.1K shares17.61%2025-09-302025-11-10

IBTF ISHARES TR97.2K shares-8.94%2025-09-302025-11-10

Sponsored

BCS BARCLAYS PLC108.8K shares4.23%2025-09-302025-11-10

SHYG ISHARES TR51.7K shares33.86%2025-09-302025-11-10

BTI BRITISH AMERN TOB PLC42.0K shares2.93%2025-09-302025-11-10

TJX TJX COS INC NEW15.3K shares16.24%2025-09-302025-11-10

FCAL FIRST TR EXCH TRADED FD III45.1K shares-7.37%2025-09-302025-11-10

UL UNILEVER PLC36.8K shares1.52%2025-09-302025-11-10

SHV ISHARES TR19.7K shares7.91%2025-09-302025-11-10

ITOT ISHARES TR15.0K shares-14.72%2025-09-302025-11-10

Sponsored

TMO THERMO FISHER SCIENTIFIC INC4.5K shares13.39%2025-09-302025-11-10

ESGU ISHARES TR14.8K shares3.63%2025-09-302025-11-10

FENI FIDELITY COVINGTON TRUST60.7K shares-0.81%2025-09-302025-11-10

TRT TRIO TECH INTL359.5K shares0.00%2025-09-302025-11-10

ISRG INTUITIVE SURGICAL INC4.7K shares-7.23%2025-09-302025-11-10

BLK BLACKROCK INC1.8K shares-18.72%2025-09-302025-11-10

KLAC KLA CORP1.9K shares23.55%2025-09-302025-11-10

BSJR INVESCO EXCH TRD SLF IDX FD90.4K shares28.31%2025-09-302025-11-10

Sponsored

LMT LOCKHEED MARTIN CORP4.1K shares3.71%2025-09-302025-11-10

SO SOUTHERN CO21.2K shares-57.90%2025-09-302025-11-10

SBUX STARBUCKS CORP23.6K shares43.10%2025-09-302025-11-10

FCX FREEPORT-MCMORAN INC50.7K shares2.87%2025-09-302025-11-10

DGRO ISHARES TR29.1K shares1.39%2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS42.1K shares0.33%2025-09-302025-11-10

APH AMPHENOL CORP NEW15.9K shares24.11%2025-09-302025-11-10

LRCX LAM RESEARCH CORP14.7K shares36.59%2025-09-302025-11-10

Sponsored

SCHM SCHWAB STRATEGIC TR66.1K shares11.54%2025-09-302025-11-10

VWOB VANGUARD WHITEHALL FDS29.2K shares22.70%2025-09-302025-11-10

ECL ECOLAB INC7.1K shares5.87%2025-09-302025-11-10

AMGN AMGEN INC6.8K shares8.38%2025-09-302025-11-10

AMAT APPLIED MATLS INC9.3K shares17.77%2025-09-302025-11-10

VTIP VANGUARD MALVERN FDS37.6K shares44.90%2025-09-302025-11-10

MU MICRON TECHNOLOGY INC11.3K shares8.89%2025-09-302025-11-10

HDB HDFC BANK LTD55.1K shares121.49%2025-09-302025-11-10

Sponsored

DUK DUKE ENERGY CORP NEW15.1K shares7.04%2025-09-302025-11-10

BBVA BANCO BILBAO VIZCAYA ARGENTA96.8K shares14.67%2025-09-302025-11-10

NTES NETEASE INC12.1K shares8.71%2025-09-302025-11-10

SHW SHERWIN WILLIAMS CO5.3K shares8.16%2025-09-302025-11-10

PSLV SPROTT ASSET MANAGEMENT LP115.6K shares0.00%2025-09-302025-11-10

TM TOYOTA MOTOR CORP9.4K shares12.96%2025-09-302025-11-10

COP CONOCOPHILLIPS18.9K shares45.91%2025-09-302025-11-10

WM WASTE MGMT INC DEL8.1K shares0.37%2025-09-302025-11-10

Sponsored

GEV GE VERNOVA INC2.9K shares8.68%2025-09-302025-11-10

SCHW SCHWAB CHARLES CORP18.5K shares14.57%2025-09-302025-11-10

IBKR INTERACTIVE BROKERS GROUP IN25.5K shares-0.23%2025-09-302025-11-10

NYF ISHARES TR32.5K shares90.63%2025-09-302025-11-10

DB DEUTSCHE BANK A G48.9K shares4.76%2025-09-302025-11-10

DE DEERE & CO3.8K shares0.89%2025-09-302025-11-10

CVS CVS HEALTH CORP22.7K shares6.97%2025-09-302025-11-10

IVE ISHARES TR8.3K shares-24.72%2025-09-302025-11-10

Sponsored

TD TORONTO DOMINION BK ONT21.4K shares20.95%2025-09-302025-11-10

IBN ICICI BANK LIMITED56.2K shares6.72%2025-09-302025-11-10

HYMB SPDR SERIES TRUST68.0K shares-15.72%2025-09-302025-11-10

AEM AGNICO EAGLE MINES LTD10.1K shares9.93%2025-09-302025-11-10

NEM NEWMONT CORP20.0K shares24.34%2025-09-302025-11-10

SPD SIMPLIFY EXCHANGE TRADED FUN42.7K shares-30.42%2025-09-302025-11-10

LYG LLOYDS BANKING GROUP PLC370.4K shares6.13%2025-09-302025-11-10

DASH DOORDASH INC6.0K shares9.62%2025-09-302025-11-10

Sponsored

VYM VANGUARD WHITEHALL FDS11.6K shares11.26%2025-09-302025-11-10

ESGV VANGUARD WORLD FD13.6K shares25.89%2025-09-302025-11-10

DHI D R HORTON INC9.5K shares13.55%2025-09-302025-11-10

JPST J P MORGAN EXCHANGE TRADED F31.7K shares-9.26%2025-09-302025-11-10

UPS UNITED PARCEL SERVICE INC19.2K shares0.78%2025-09-302025-11-10

UBS UBS GROUP AG38.7K shares33.10%2025-09-302025-11-10

KMI KINDER MORGAN INC DEL55.9K shares-8.56%2025-09-302025-11-10

CRWD CROWDSTRIKE HLDGS INC3.2K shares-11.64%2025-09-302025-11-10

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PPA INVESCO EXCHANGE TRADED FD T10.1K shares-10.18%2025-09-302025-11-10

SPOT SPOTIFY TECHNOLOGY S A2.2K shares11.11%2025-09-302025-11-10

NVO NOVO-NORDISK A S28.0K shares-27.59%2025-09-302025-11-10

EFV ISHARES TR22.9K shares-24.45%2025-09-302025-11-10

QCOM QUALCOMM INC9.3K shares22.95%2025-09-302025-11-10

XLV SELECT SECTOR SPDR TR11.1K shares-12.08%2025-09-302025-11-10

HWM HOWMET AEROSPACE INC7.8K shares2.70%2025-09-302025-11-10

ADP AUTOMATIC DATA PROCESSING IN5.2K shares1.72%2025-09-302025-11-10

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XLF SELECT SECTOR SPDR TR28.1K shares-14.05%2025-09-302025-11-10

SMFG SUMITOMO MITSUI FINL GROUP I89.8K shares15.85%2025-09-302025-11-10

B BARRICK MNG CORP45.4K shares133.57%2025-09-302025-11-10

AFL AFLAC INC13.3K shares7.07%2025-09-302025-11-10

IJH ISHARES TR22.7K shares0.22%2025-09-302025-11-10

BHP BHP GROUP LTD26.5K shares55.04%2025-09-302025-11-10

NOBL PROSHARES TR14.3K shares-26.16%2025-09-302025-11-10

VIGI VANGUARD WHITEHALL FDS16.3K shares19.86%2025-09-302025-11-10

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NKE NIKE INC20.7K shares7.44%2025-09-302025-11-10

PWZ INVESCO EXCH TRADED FD TR II60.4K shares-6.55%2025-09-302025-11-10

ITW ILLINOIS TOOL WKS INC5.5K shares14.04%2025-09-302025-11-10

FAST FASTENAL CO29.3K shares2.79%2025-09-302025-11-10

HON HONEYWELL INTL INC6.8K shares-7.67%2025-09-302025-11-10

BR BROADRIDGE FINL SOLUTIONS IN6.0K shares2.62%2025-09-302025-11-10

PEP PEPSICO INC10.2K shares90.06%2025-09-302025-11-10

PGR PROGRESSIVE CORP5.7K shares1.67%2025-09-302025-11-10

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SYK STRYKER CORPORATION3.8K shares30.73%2025-09-302025-11-10

BSJP INVESCO EXCH TRD SLF IDX FD60.8K shares-12.35%2025-09-302025-11-10

TECK TECK RESOURCES LTD31.9K shares-0.88%2025-09-302025-11-10

MDT MEDTRONIC PLC14.7K shares33.13%2025-09-302025-11-10

FBND FIDELITY MERRIMACK STR TR30.3K shares19.43%2025-09-302025-11-10

EQIX EQUINIX INC1.8K shares-60.96%2025-09-302025-11-10

GBIL GOLDMAN SACHS ETF TR13.8K shares360.78%2025-09-302025-11-10

USFR WISDOMTREE TR27.4K shares135.52%2025-09-302025-11-10

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USMV ISHARES TR14.5K shares-5.53%2025-09-302025-11-10

MPC MARATHON PETE CORP7.1K shares7.65%2025-09-302025-11-10

ING ING GROEP N.V.52.6K shares16.34%2025-09-302025-11-10

NWG NATWEST GROUP PLC96.7K shares3.86%2025-09-302025-11-10

TMUS T-MOBILE US INC5.7K shares18.74%2025-09-302025-11-10

KKR KKR & CO INC10.4K shares5.54%2025-09-302025-11-10

IJS ISHARES TR12.3K shares-82.74%2025-09-302025-11-10

CLS CELESTICA INC5.4K shares-6.84%2025-09-302025-11-10

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LHX L3HARRIS TECHNOLOGIES INC4.4K shares25.88%2025-09-302025-11-10

PFE PFIZER INC52.1K shares37.25%2025-09-302025-11-10

DCRE DOUBLELINE ETF TRUST25.4K shares42.59%2025-09-302025-11-10

AMT AMERICAN TOWER CORP NEW6.9K shares-7.18%2025-09-302025-11-10

CME CME GROUP INC4.9K shares-0.27%2025-09-302025-11-10

BSX BOSTON SCIENTIFIC CORP13.4K shares22.13%2025-09-302025-11-10

GFI GOLD FIELDS LTD31.2K shares9.65%2025-09-302025-11-10

QYLD GLOBAL X FDS76.8K shares3.68%2025-09-302025-11-10

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VEEV VEEVA SYS INC4.4K shares-1.99%2025-09-302025-11-10

PPLT ABRDN PLATINUM ETF TRUST9.1K shares0.92%2025-09-302025-11-10

CB CHUBB LIMITED4.6K shares-18.30%2025-09-302025-11-10

FTEC FIDELITY COVINGTON TRUST5.9K shares-12.80%2025-09-302025-11-10

PH PARKER-HANNIFIN CORP1.7K shares19.76%2025-09-302025-11-10

MTUM ISHARES TR5.1K shares7.96%2025-09-302025-11-10

SPGI S&P GLOBAL INC2.7K shares8.88%2025-09-302025-11-10

DHR DANAHER CORPORATION6.5K shares-5.68%2025-09-302025-11-10

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URTH ISHARES INC7.1K shares3.58%2025-09-302025-11-10

ETY EATON VANCE TAX-MANAGED DIVE80.5K shares3.88%2025-09-302025-11-10

BN BROOKFIELD CORP18.6K shares11.11%2025-09-302025-11-10

IWR ISHARES TR13.2K shares-8.86%2025-09-302025-11-10

IVW ISHARES TR10.4K shares-23.73%2025-09-302025-11-10

RCL ROYAL CARIBBEAN GROUP3.9K shares14.69%2025-09-302025-11-10

DELL DELL TECHNOLOGIES INC8.8K shares6.79%2025-09-302025-11-10

WELL WELLTOWER INC7.0K shares9.62%2025-09-302025-11-10

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EMR EMERSON ELEC CO9.5K shares6.24%2025-09-302025-11-10

SLVP ISHARES INC44.7K shares-13.76%2025-09-302025-11-10

ADBE ADOBE INC3.4K shares-15.92%2025-09-302025-11-10

EFAV ISHARES TR14.1K shares-0.28%2025-09-302025-11-10

SCCO SOUTHERN COPPER CORP9.9K shares3.05%2025-09-302025-11-10

VOOG VANGUARD ADMIRAL FDS INC2.7K shares109.74%2025-09-302025-11-10

USB US BANCORP DEL24.6K shares18.19%2025-09-302025-11-10

WMB WILLIAMS COS INC18.7K shares-32.20%2025-09-302025-11-10

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AEP AMERICAN ELEC PWR CO INC10.5K shares18.48%2025-09-302025-11-10

DFAC DIMENSIONAL ETF TRUST30.6K sharesnew addition2025-09-302025-11-10

GD GENERAL DYNAMICS CORP3.5K shares24.42%2025-09-302025-11-10

RELX RELX PLC24.6K shares-4.11%2025-09-302025-11-10

AU ANGLOGOLD ASHANTI PLC16.6K shares4.01%2025-09-302025-11-10

BXMX NUVEEN S&P 500 BUY-WRITE INC81.0K shares5.08%2025-09-302025-11-10

INTC INTEL CORP34.7K shares51.26%2025-09-302025-11-10

PNC PNC FINL SVCS GROUP INC5.8K shares16.96%2025-09-302025-11-10

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GOEX GLOBAL X FDS17.0K shares-7.49%2025-09-302025-11-10

MKL MARKEL GROUP INC604 shares6.90%2025-09-302025-11-10

CMG CHIPOTLE MEXICAN GRILL INC29.4K shares-5.60%2025-09-302025-11-10

CTAS CINTAS CORP5.6K shares2.45%2025-09-302025-11-10

MFG MIZUHO FINANCIAL GROUP INC171.3K shares13.67%2025-09-302025-11-10

ZTS ZOETIS INC7.8K shares0.79%2025-09-302025-11-10

VT VANGUARD INTL EQUITY INDEX F8.3K shares151.85%2025-09-302025-11-10

GSK GSK PLC26.5K shares10.45%2025-09-302025-11-10

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ESGD ISHARES TR12.1K shares35.95%2025-09-302025-11-10

TRV TRAVELERS COMPANIES INC4.0K shares18.49%2025-09-302025-11-10

XYZ BLOCK INC15.5K shares13.71%2025-09-302025-11-10

CMI CUMMINS INC2.7K shares18.93%2025-09-302025-11-10

CEG CONSTELLATION ENERGY CORP3.4K shares-23.80%2025-09-302025-11-10

TT TRANE TECHNOLOGIES PLC2.6K shares3.05%2025-09-302025-11-10

WPM WHEATON PRECIOUS METALS CORP9.9K shares6.81%2025-09-302025-11-10

CDNS CADENCE DESIGN SYSTEM INC3.1K shares13.17%2025-09-302025-11-10

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PDD PDD HOLDINGS INC8.3K shares54.74%2025-09-302025-11-10

CRH CRH PLC9.2K shares12.17%2025-09-302025-11-10

ARKF ARK ETF TR19.3K shares-3.89%2025-09-302025-11-10

RDVI FIRST TR EXCHANGE-TRADED FD42.2K shares-2.48%2025-09-302025-11-10

BKR BAKER HUGHES COMPANY22.4K shares8.88%2025-09-302025-11-10

FFC FLAHERTY & CRUMRINE PFD SECS64.3K shares-1.91%2025-09-302025-11-10

XME SPDR SERIES TRUST11.6K sharesnew addition2025-09-302025-11-10

ARKQ ARK ETF TR9.7K shares-3.43%2025-09-302025-11-10

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VGIT VANGUARD SCOTTSDALE FDS18.0K shares4.63%2025-09-302025-11-10

SPMO INVESCO EXCH TRADED FD TR II8.9K shares-40.30%2025-09-302025-11-10

NOC NORTHROP GRUMMAN CORP1.8K shares34.69%2025-09-302025-11-10

ADSK AUTODESK INC3.4K shares-0.03%2025-09-302025-11-10

DDOG DATADOG INC7.4K shares-7.35%2025-09-302025-11-10

SPHQ INVESCO EXCHANGE TRADED FD T14.4K shares-1.42%2025-09-302025-11-10

JAVA J P MORGAN EXCHANGE TRADED F15.3K shares-36.23%2025-09-302025-11-10

SPYI NEOS ETF TRUST20.1K shares1.67%2025-09-302025-11-10

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BMO BANK MONTREAL QUE8.0K shares24.63%2025-09-302025-11-10

AON AON PLC2.9K shares32.58%2025-09-302025-11-10

TMFC RBB FD INC14.8K shares2.10%2025-09-302025-11-10

SCHX SCHWAB STRATEGIC TR39.5K shares-5.55%2025-09-302025-11-10

MCK MCKESSON CORP1.3K shares10.32%2025-09-302025-11-10

SPYG SPDR SERIES TRUST9.9K shares-1.45%2025-09-302025-11-10

GDX VANECK ETF TRUST13.5K shares-5.05%2025-09-302025-11-10

TXN TEXAS INSTRS INC5.6K shares3.08%2025-09-302025-11-10

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TTE TOTALENERGIES SE17.2K shares14.49%2025-09-302025-11-10

MDY SPDR S&P MIDCAP 400 ETF TR1.7K shares0.76%2025-09-302025-11-10

NET CLOUDFLARE INC4.8K shares14.24%2025-09-302025-11-10

QUS SPDR SERIES TRUST6.0K shares-18.09%2025-09-302025-11-10

JCI JOHNSON CTLS INTL PLC9.3K shares14.70%2025-09-302025-11-10

DBP INVESCO DB MULTI-SECTOR COMM11.4K shares0.72%2025-09-302025-11-10

GLDM WORLD GOLD TR13.1K shares-20.62%2025-09-302025-11-10

KB KB FINL GROUP INC12.0K shares6.37%2025-09-302025-11-10

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VLO VALERO ENERGY CORP5.9K shares5.44%2025-09-302025-11-10

BSCP INVESCO EXCH TRD SLF IDX FD48.2K shares-16.92%2025-09-302025-11-10

URI UNITED RENTALS INC1.0K shares22.27%2025-09-302025-11-10

TYL TYLER TECHNOLOGIES INC1.9K shares-9.74%2025-09-302025-11-10

BRO BROWN & BROWN INC10.5K shares-6.55%2025-09-302025-11-10

CM CANADIAN IMPERIAL BANK OF CO12.3K shares14.26%2025-09-302025-11-10

DGT SPDR SERIES TRUST6.1K shares-6.70%2025-09-302025-11-10

VYMI VANGUARD WHITEHALL FDS11.6K shares99.98%2025-09-302025-11-10

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TPR TAPESTRY INC8.6K shares13.74%2025-09-302025-11-10

AZO AUTOZONE INC226 shares9.18%2025-09-302025-11-10

CSX CSX CORP27.3K shares11.41%2025-09-302025-11-10

BLV VANGUARD BD INDEX FDS13.7K shares10.06%2025-09-302025-11-10

ADI ANALOG DEVICES INC3.9K shares-29.72%2025-09-302025-11-10

INFL LISTED FDS TR21.6K shares7.30%2025-09-302025-11-10

ORLY OREILLY AUTOMOTIVE INC8.9K shares-4.07%2025-09-302025-11-10

QLTA ISHARES TR19.8K shares-0.56%2025-09-302025-11-10

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IJJ ISHARES TR7.4K shares-0.27%2025-09-302025-11-10

QTUM ETF SER SOLUTIONS9.1K shares-1.82%2025-09-302025-11-10

CIBR FIRST TR EXCHANGE TRADED FD12.5K shares58.91%2025-09-302025-11-10

SPMD SPDR SERIES TRUST16.6K shares0.77%2025-09-302025-11-10

GM GENERAL MTRS CO15.5K shares17.76%2025-09-302025-11-10

RIO RIO TINTO PLC14.2K shares86.53%2025-09-302025-11-10

FTNT FORTINET INC11.1K shares-12.98%2025-09-302025-11-10

VRTX VERTEX PHARMACEUTICALS INC2.4K shares-5.58%2025-09-302025-11-10

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BAM BROOKFIELD ASSET MANAGMT LTD16.3K shares17.03%2025-09-302025-11-10

FLCO FRANKLIN TEMPLETON ETF TR42.3K sharesnew addition2025-09-302025-11-10

SCZ ISHARES TR12.0K shares-3.41%2025-09-302025-11-10

CSGP COSTAR GROUP INC10.9K shares14.35%2025-09-302025-11-10

NGG NATIONAL GRID PLC12.6K shares13.00%2025-09-302025-11-10

DD DUPONT DE NEMOURS INC11.7K shares4.63%2025-09-302025-11-10

ICE INTERCONTINENTAL EXCHANGE IN5.4K shares-3.77%2025-09-302025-11-10

VPU VANGUARD WORLD FD4.8K shares0.60%2025-09-302025-11-10

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COMT ISHARES U S ETF TR34.0K shares-87.46%2025-09-302025-11-10

BSJS INVESCO EXCH TRD SLF IDX FD41.2K shares-4.73%2025-09-302025-11-10

JIRE J P MORGAN EXCHANGE TRADED F12.4K shares-23.76%2025-09-302025-11-10

LNG CHENIERE ENERGY INC3.9K shares5.32%2025-09-302025-11-10

GWRE GUIDEWIRE SOFTWARE INC3.9K shares0.85%2025-09-302025-11-10

TRP TC ENERGY CORP16.6K shares8.69%2025-09-302025-11-10

TFC TRUIST FINL CORP19.6K shares28.18%2025-09-302025-11-10

NU NU HLDGS LTD56.0K shares4.44%2025-09-302025-11-10

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TME TENCENT MUSIC ENTMT GROUP38.3K shares7.49%2025-09-302025-11-10

CVNA CARVANA CO2.4K shares2.60%2025-09-302025-11-10

IDEV ISHARES TR11.1K shares3.78%2025-09-302025-11-10

SNEX STONEX GROUP INC8.8K shares-3.10%2025-09-302025-11-10

IYY ISHARES TR5.4K sharesnew addition2025-09-302025-11-10

VOT VANGUARD INDEX FDS3.0K shares175.69%2025-09-302025-11-10

AIG AMERICAN INTL GROUP INC11.2K shares-11.51%2025-09-302025-11-10

VCSH VANGUARD SCOTTSDALE FDS10.9K shares9.79%2025-09-302025-11-10

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BNS BANK NOVA SCOTIA HALIFAX13.5K shares28.74%2025-09-302025-11-10

JEPI J P MORGAN EXCHANGE TRADED F15.2K shares77.59%2025-09-302025-11-10

EBAY EBAY INC.9.5K shares15.82%2025-09-302025-11-10

DMBS DOUBLELINE ETF TRUST17.4K shares21.82%2025-09-302025-11-10

SPG SIMON PPTY GROUP INC NEW4.6K shares-16.52%2025-09-302025-11-10

MFC MANULIFE FINL CORP27.7K shares7.30%2025-09-302025-11-10

MNST MONSTER BEVERAGE CORP NEW12.7K shares6.81%2025-09-302025-11-10

BUD ANHEUSER BUSCH INBEV SA/NV14.3K shares-5.58%2025-09-302025-11-10

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DWX SPDR INDEX SHS FDS19.9K shares5.27%2025-09-302025-11-10

FEZ SPDR INDEX SHS FDS13.6K sharesnew addition2025-09-302025-11-10

ABNB AIRBNB INC7.0K shares5.41%2025-09-302025-11-10

PLD PROLOGIS INC.7.4K shares42.90%2025-09-302025-11-10

CBRE CBRE GROUP INC5.4K shares15.88%2025-09-302025-11-10

PSX PHILLIPS 666.2K shares12.41%2025-09-302025-11-10

EAGG ISHARES TR17.5K shares146.22%2025-09-302025-11-10

CMCSA COMCAST CORP NEW26.8K shares-13.02%2025-09-302025-11-10

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GGN GAMCO GLOBAL GOLD NAT RES &162.5K shares434.18%2025-09-302025-11-10

MSCI MSCI INC1.5K shares7.11%2025-09-302025-11-10

HIG HARTFORD INSURANCE GROUP INC6.3K shares20.37%2025-09-302025-11-10

IWO ISHARES TR2.6K shares-0.15%2025-09-302025-11-10

SCI SERVICE CORP INTL10.0K shares5.56%2025-09-302025-11-10

PAPR INNOVATOR ETFS TRUST21.6K shares-20.10%2025-09-302025-11-10

SOFI SOFI TECHNOLOGIES INC31.4K shares13.92%2025-09-302025-11-10

VALE VALE S A76.3K shares50.16%2025-09-302025-11-10

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BGRN ISHARES TR17.2K shares30.14%2025-09-302025-11-10

USCF ETF TR USCF ETF TR21.3K shares5.06%2025-09-302025-11-10

CCJ CAMECO CORP9.8K shares199.06%2025-09-302025-11-10

TTWO TAKE-TWO INTERACTIVE SOFTWAR3.2K shares4.22%2025-09-302025-11-10

OPEN OPENDOOR TECHNOLOGIES INC102.7K shares-36.94%2025-09-302025-11-10

ROE EA SERIES TRUST23.7K shares-15.11%2025-09-302025-11-10

BVN COMPANIA DE MINAS BUENAVENTU33.4K sharesnew addition2025-09-302025-11-10

RF REGIONS FINANCIAL CORP NEW30.5K shares7.45%2025-09-302025-11-10

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SE SEA LTD4.5K shares11.88%2025-09-302025-11-10

CGXU CAPITAL GROUP INTL FOCUS EQT26.9K shares20.31%2025-09-302025-11-10

PAYX PAYCHEX INC6.3K shares-5.01%2025-09-302025-11-10

PYPL PAYPAL HLDGS INC11.8K shares6.57%2025-09-302025-11-10

FDX FEDEX CORP3.4K shares18.28%2025-09-302025-11-10

AVUS AMERICAN CENTY ETF TR7.3K shares-5.17%2025-09-302025-11-10

BBIO BRIDGEBIO PHARMA INC15.2K shares2.84%2025-09-302025-11-10

XLU SELECT SECTOR SPDR TR9.1K shares-28.70%2025-09-302025-11-10

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KGC KINROSS GOLD CORP31.7K shares-8.69%2025-09-302025-11-10

CNQ CANADIAN NAT RES LTD24.4K shares18.28%2025-09-302025-11-10

BP BP PLC22.6K shares61.15%2025-09-302025-11-10

MAS MASCO CORP11.1K shares8.63%2025-09-302025-11-10

NSC NORFOLK SOUTHN CORP2.6K shares32.29%2025-09-302025-11-10

DFIC DIMENSIONAL ETF TRUST23.7K sharesnew addition2025-09-302025-11-10

ROK ROCKWELL AUTOMATION INC2.2K shares11.22%2025-09-302025-11-10

SHG SHINHAN FINANCIAL GROUP CO L15.4K shares8.41%2025-09-302025-11-10

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IMCG ISHARES TR9.4K shares-32.46%2025-09-302025-11-10

AM ANTERO MIDSTREAM CORP39.7K shares6.27%2025-09-302025-11-10

JD JD.COM INC22.0K shares16.65%2025-09-302025-11-10

LIF LIFE360 INC7.2K sharesnew addition2025-09-302025-11-10

FLEX FLEX LTD13.2K shares3.89%2025-09-302025-11-10

WCN WASTE CONNECTIONS INC4.4K shares-9.27%2025-09-302025-11-10

GLW CORNING INC9.3K shares13.47%2025-09-302025-11-10

BIV VANGUARD BD INDEX FDS9.7K shares172.41%2025-09-302025-11-10

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OHI OMEGA HEALTHCARE INVS INC18.0K shares3.53%2025-09-302025-11-10

SGOV ISHARES TR7.5K shares-6.91%2025-09-302025-11-10

IDXX IDEXX LABS INC1.2K shares80.24%2025-09-302025-11-10

SMH VANECK ETF TRUST2.3K shares-11.35%2025-09-302025-11-10

OKE ONEOK INC NEW10.3K shares-12.02%2025-09-302025-11-10

ACN ACCENTURE PLC IRELAND3.0K shares-22.24%2025-09-302025-11-10

OC OWENS CORNING NEW5.3K shares-0.39%2025-09-302025-11-10

PICK ISHARES INC16.8K sharesnew addition2025-09-302025-11-10

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EMGF ISHARES INC12.9K shares-5.95%2025-09-302025-11-10

MMC MARSH & MCLENNAN COS INC3.6K shares12.81%2025-09-302025-11-10

NXPI NXP SEMICONDUCTORS N V3.2K shares29.79%2025-09-302025-11-10

APD AIR PRODS & CHEMS INC2.6K shares27.00%2025-09-302025-11-10

PWR QUANTA SVCS INC1.7K shares15.01%2025-09-302025-11-10

SRE SEMPRA8.0K shares18.43%2025-09-302025-11-10

DDIV FIRST TR EXCHANGE TRADED FD17.8K shares-42.37%2025-09-302025-11-10

TWLO TWILIO INC7.1K shares0.52%2025-09-302025-11-10

Sponsored

IWN ISHARES TR4.0K shares0.03%2025-09-302025-11-10

MDLZ MONDELEZ INTL INC11.2K shares-1.94%2025-09-302025-11-10

BSJT INVESCO EXCH TRD SLF IDX FD32.5K shares1.74%2025-09-302025-11-10

D DOMINION ENERGY INC11.5K shares25.66%2025-09-302025-11-10

Call Option Holdings

SNPS Call CallSYNOPSYS INC2.0K sharesnew addition2025-09-302025-11-10

GRAB Call CallGRAB HOLDINGS LIMITED150.0K sharesnew addition2025-09-302025-11-10

JD Call CallJD.COM INC20.0K sharesnew addition2025-09-302025-11-10

NVDA Call CallNVIDIA CORPORATION2.0K sharesnew addition2025-09-302025-11-10

OSCR Call CallOSCAR HEALTH INC10.0K sharesnew addition2025-09-302025-11-10

SMCI Call CallSUPER MICRO COMPUTER INC1.0K sharesnew addition2025-09-302025-11-10

INTC Call CallINTEL CORP1.0K sharesnew addition2025-09-302025-11-10

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR900 sharesnew addition2025-09-302025-11-10

AAPL Put PutAPPLE INC500 shares0.00%2025-09-302025-11-10

AMZN Put PutAMAZON COM INC500 shares0.00%2025-09-302025-11-10

COST Put PutCOSTCO WHSL CORP NEW100 shares0.00%2025-09-302025-11-10

ECL Put PutECOLAB INC300 shares0.00%2025-09-302025-11-10

UL Put PutUNILEVER PLC1.1K shares0.00%2025-09-302025-11-10

MSFT Put PutMICROSOFT CORP100 shares0.00%2025-09-302025-11-10

BRK.B Put PutBERKSHIRE HATHAWAY INC DEL100 shares0.00%2025-09-302025-11-10