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The Analysis of COUNTRY CLUB BANK's Holdings & P&L

Currently, COUNTRY CLUB BANK holds 325 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in QQQ (+8.8K shares, valued at $5.2M), PYPL (+70.2K shares, valued at $4.9M), CRM (+15.9K shares, valued at $3.9M); decreased their positions in C (-62.3K shares, valued at $6.4M), UNH (-12.4K shares, valued at $4.3M), GPC (-23.2K shares, valued at $3.2M); initiated new positions in PYPL (+70.2K shares, valued at $4.9M), FI (+15.9K shares, valued at $2.1M), SSB (+19.3K shares, valued at $1.9M).

1M P&L

+152.3M+8.47%

3M P&L

+62.3M+3.30%

HY P&L

+145.2M+8.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A845.6M

50.1%

2Banks - Diversified61.2M

3.6%

3Software - Infrastructure55.7M

3.3%

Top Industries by Stock Count

1N/A137 stocks

42.2%

2Banks - Regional9 stocks

2.8%

3Drug Manufacturers - General8 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS264.0K shares3.13%2025-09-302025-10-08

VXUS VANGUARD STAR FDS1.1M shares0.95%2025-09-302025-10-08

IVV ISHARES TR114.7K shares3.91%2025-09-302025-10-08

MSFT MICROSOFT CORP89.3K shares-2.77%2025-09-302025-10-08

EFA ISHARES TR454.8K shares2.64%2025-09-302025-10-08

WMT WALMART INC370.8K shares-0.64%2025-09-302025-10-08

AAPL APPLE INC138.1K shares-2.68%2025-09-302025-10-08

GOOG ALPHABET INC138.6K shares-2.36%2025-09-302025-10-08

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL63.6K shares-1.79%2025-09-302025-10-08

VONG VANGUARD SCOTTSDALE FDS251.4K shares0.87%2025-09-302025-10-08

IWF ISHARES TR60.0K shares-2.23%2025-09-302025-10-08

AMZN AMAZON COM INC124.7K shares-1.59%2025-09-302025-10-08

VGSH VANGUARD SCOTTSDALE FDS427.3K shares9.52%2025-09-302025-10-08

EFG ISHARES TR215.5K shares-0.73%2025-09-302025-10-08

SPY SPDR S&P 500 ETF TR32.1K shares-1.72%2025-09-302025-10-08

AVGO BROADCOM INC59.5K shares-5.18%2025-09-302025-10-08

Sponsored

GVI ISHARES TR178.5K shares0.98%2025-09-302025-10-08

JNJ JOHNSON & JOHNSON105.0K shares-2.47%2025-09-302025-10-08

JPM JPMORGAN CHASE & CO.57.9K shares-3.10%2025-09-302025-10-08

NVDA NVIDIA CORPORATION97.9K shares-2.45%2025-09-302025-10-08

KLAC KLA CORP16.1K shares-13.52%2025-09-302025-10-08

C CITIGROUP INC162.8K shares-27.69%2025-09-302025-10-08

XOM EXXON MOBIL CORP145.3K shares-1.37%2025-09-302025-10-08

CVX CHEVRON CORP NEW100.9K shares-0.88%2025-09-302025-10-08

Sponsored

OEF ISHARES TR44.6K shares-4.78%2025-09-302025-10-08

RTX RTX CORPORATION88.8K shares-1.41%2025-09-302025-10-08

NEE NEXTERA ENERGY INC182.6K shares-1.27%2025-09-302025-10-08

VIG VANGUARD SPECIALIZED FUNDS64.7K shares-0.58%2025-09-302025-10-08

VEU VANGUARD INTL EQUITY INDEX F194.2K shares-0.73%2025-09-302025-10-08

BK BANK NEW YORK MELLON CORP124.6K shares-1.29%2025-09-302025-10-08

SUB ISHARES TR119.5K shares16.91%2025-09-302025-10-08

IWD ISHARES TR62.6K shares-6.14%2025-09-302025-10-08

Sponsored

DIS DISNEY WALT CO103.8K shares-0.69%2025-09-302025-10-08

UYLD ANGEL OAK FUNDS TRUST229.7K shares34.22%2025-09-302025-10-08

CSCO CISCO SYS INC168.6K shares-1.28%2025-09-302025-10-08

IJH ISHARES TR170.7K shares1.50%2025-09-302025-10-08

MDY SPDR S&P MIDCAP 400 ETF TR18.4K shares-2.61%2025-09-302025-10-08

PM PHILIP MORRIS INTL INC66.5K shares0.72%2025-09-302025-10-08

VONV VANGUARD SCOTTSDALE FDS118.8K shares1.25%2025-09-302025-10-08

SHEL SHELL PLC145.9K shares-14.59%2025-09-302025-10-08

Sponsored

IEFA ISHARES TR116.5K shares-0.12%2025-09-302025-10-08

TMO THERMO FISHER SCIENTIFIC INC21.7K shares-2.02%2025-09-302025-10-08

JEPI J P MORGAN EXCHANGE TRADED F165.9K shares0.80%2025-09-302025-10-08

VYM VANGUARD WHITEHALL FDS66.2K shares-1.72%2025-09-302025-10-08

ORCL ORACLE CORP32.7K shares-0.72%2025-09-302025-10-08

MRVL MARVELL TECHNOLOGY INC110.2K shares71.20%2025-09-302025-10-08

EMR EMERSON ELEC CO70.0K shares-1.09%2025-09-302025-10-08

PG PROCTER AND GAMBLE CO56.0K shares-3.66%2025-09-302025-10-08

Sponsored

SCHW SCHWAB CHARLES CORP88.7K shares-16.11%2025-09-302025-10-08

COST COSTCO WHSL CORP NEW9.3K shares-3.82%2025-09-302025-10-08

JAAA JANUS DETROIT STR TR162.7K shares-2.71%2025-09-302025-10-08

PAAA PGIM ETF TR159.4K shares0.52%2025-09-302025-10-08

HR HEALTHCARE RLTY TR462.5K shares-0.48%2025-09-302025-10-08

ETN EATON CORP PLC22.2K shares-0.66%2025-09-302025-10-08

MDT MEDTRONIC PLC86.5K shares-1.46%2025-09-302025-10-08

PRU PRUDENTIAL FINL INC72.2K shares-0.37%2025-09-302025-10-08

Sponsored

CAT CATERPILLAR INC15.8K shares-7.92%2025-09-302025-10-08

FDX FEDEX CORP31.1K shares-2.03%2025-09-302025-10-08

QQQ INVESCO QQQ TR12.0K shares266.08%2025-09-302025-10-08

AMGN AMGEN INC26.2K shares-2.21%2025-09-302025-10-08

RY ROYAL BK CDA48.8K shares-0.65%2025-09-302025-10-08

MRK MERCK & CO INC87.5K shares-0.02%2025-09-302025-10-08

CCI CROWN CASTLE INC70.8K shares20.11%2025-09-302025-10-08

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2025-09-302025-10-08

Sponsored

IEF ISHARES TR68.8K shares6.57%2025-09-302025-10-08

O REALTY INCOME CORP107.6K shares-1.05%2025-09-302025-10-08

WBD WARNER BROS DISCOVERY INC343.3K shares-31.74%2025-09-302025-10-08

NVS NOVARTIS AG51.7K shares-13.98%2025-09-302025-10-08

VCSH VANGUARD SCOTTSDALE FDS78.3K shares-0.95%2025-09-302025-10-08

GOOGL ALPHABET INC25.5K shares-4.45%2025-09-302025-10-08

HD HOME DEPOT INC15.0K shares-2.67%2025-09-302025-10-08

PB PROSPERITY BANCSHARES INC92.4K shares17.19%2025-09-302025-10-08

Sponsored

IEMG ISHARES INC91.1K shares1.68%2025-09-302025-10-08

CP CANADIAN PACIFIC KANSAS CITY81.5K shares-1.00%2025-09-302025-10-08

META META PLATFORMS INC8.0K shares-2.02%2025-09-302025-10-08

ZBH ZIMMER BIOMET HOLDINGS INC59.9K shares24.74%2025-09-302025-10-08

CI THE CIGNA GROUP20.5K shares18.09%2025-09-302025-10-08

IJR ISHARES TR48.9K shares-0.62%2025-09-302025-10-08

CATH GLOBAL X FDS71.4K shares-15.72%2025-09-302025-10-08

EEM ISHARES TR106.5K shares2.36%2025-09-302025-10-08

Sponsored

AMD ADVANCED MICRO DEVICES INC32.5K shares-15.39%2025-09-302025-10-08

FHI FEDERATED HERMES INC100.5K shares-31.39%2025-09-302025-10-08

IDU ISHARES TR46.5K shares-0.05%2025-09-302025-10-08

SHY ISHARES TR61.8K shares-0.45%2025-09-302025-10-08

TFC TRUIST FINL CORP111.4K shares-0.88%2025-09-302025-10-08

CRM SALESFORCE INC20.6K shares337.77%2025-09-302025-10-08

CHWY CHEWY INC126.1K shares-0.60%2025-09-302025-10-08

KVUE KENVUE INC303.2K shares22.69%2025-09-302025-10-08

Sponsored

PYPL PAYPAL HLDGS INC70.2K sharesnew addition2025-09-302025-10-08

NEM NEWMONT CORP57.7K shares-1.02%2025-09-302025-10-08

IWM ISHARES TR20.1K shares-9.24%2025-09-302025-10-08

IYW ISHARES TR24.8K shares-3.12%2025-09-302025-10-08

V VISA INC14.2K shares-2.85%2025-09-302025-10-08

KRE SPDR SERIES TRUST75.0K shares-0.53%2025-09-302025-10-08

TGT TARGET CORP52.8K shares0.56%2025-09-302025-10-08

TSLA TESLA INC10.5K shares-0.55%2025-09-302025-10-08

Sponsored

LUV SOUTHWEST AIRLS CO140.2K shares37.48%2025-09-302025-10-08

VO VANGUARD INDEX FDS15.4K shares-2.87%2025-09-302025-10-08

J JACOBS SOLUTIONS INC30.3K shares-0.84%2025-09-302025-10-08

VV VANGUARD INDEX FDS14.3K shares0.00%2025-09-302025-10-08

IWV ISHARES TR11.5K shares-0.64%2025-09-302025-10-08

APA APA CORPORATION177.6K shares-1.24%2025-09-302025-10-08

IWR ISHARES TR44.0K shares-13.57%2025-09-302025-10-08

NFLX NETFLIX INC3.5K shares-4.47%2025-09-302025-10-08

Sponsored

XNTK SPDR SERIES TRUST15.3K shares0.00%2025-09-302025-10-08

VNQ VANGUARD INDEX FDS45.5K shares-0.82%2025-09-302025-10-08

VYMI VANGUARD WHITEHALL FDS49.0K shares1.66%2025-09-302025-10-08

BSCU INVESCO EXCH TRD SLF IDX FD239.7K shares-4.01%2025-09-302025-10-08

IWP ISHARES TR28.0K shares-1.32%2025-09-302025-10-08

AMTM AMENTUM HOLDINGS INC172.5K shares0.08%2025-09-302025-10-08

BSCQ INVESCO EXCH TRD SLF IDX FD201.1K shares-6.15%2025-09-302025-10-08

IBTF ISHARES TR163.3K shares-21.21%2025-09-302025-10-08

Sponsored

MTN VAIL RESORTS INC25.4K shares-2.52%2025-09-302025-10-08

ASML ASML HOLDING N V3.8K shares47.47%2025-09-302025-10-08

TPYP TORTOISE CAPITAL SERIES TRUS100.9K shares-2.50%2025-09-302025-10-08

UNP UNION PAC CORP15.3K shares-1.91%2025-09-302025-10-08

MA MASTERCARD INCORPORATED6.3K shares-3.19%2025-09-302025-10-08

BAC BANK AMERICA CORP66.8K shares-2.88%2025-09-302025-10-08

BTI BRITISH AMERN TOB PLC66.2K shares3.70%2025-09-302025-10-08

BLK BLACKROCK INC2.9K shares-2.73%2025-09-302025-10-08

Sponsored

UPS UNITED PARCEL SERVICE INC38.4K shares-45.73%2025-09-302025-10-08

ELAN ELANCO ANIMAL HEALTH INC163.2K shares-1.56%2025-09-302025-10-08

PEP PEPSICO INC22.1K shares0.43%2025-09-302025-10-08

KO COCA COLA CO46.6K shares-0.77%2025-09-302025-10-08

SCHF SCHWAB STRATEGIC TR131.0K shares20.05%2025-09-302025-10-08

MCD MCDONALDS CORP9.8K shares-1.01%2025-09-302025-10-08

ABT ABBOTT LABS22.3K shares-1.52%2025-09-302025-10-08

GSEW GOLDMAN SACHS ETF TR34.9K shares12.29%2025-09-302025-10-08

Sponsored

DOW DOW INC128.1K shares-4.99%2025-09-302025-10-08

ACN ACCENTURE PLC IRELAND11.8K shares118.47%2025-09-302025-10-08

CPT CAMDEN PPTY TR27.2K shares4.63%2025-09-302025-10-08

VTWO VANGUARD SCOTTSDALE FDS28.3K shares3.02%2025-09-302025-10-08

NVO NOVO-NORDISK A S49.4K shares83.05%2025-09-302025-10-08

IBTG ISHARES TR118.6K shares-9.34%2025-09-302025-10-08

SAIA SAIA INC8.8K shares-34.80%2025-09-302025-10-08

ULTA ULTA BEAUTY INC4.7K shares-0.85%2025-09-302025-10-08

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F36.3K shares3.11%2025-09-302025-10-08

IWN ISHARES TR14.0K shares-0.21%2025-09-302025-10-08

VOO VANGUARD INDEX FDS4.0K shares-3.09%2025-09-302025-10-08

NU NU HLDGS LTD149.2K shares-0.15%2025-09-302025-10-08

NKE NIKE INC33.8K shares-3.06%2025-09-302025-10-08

LLY ELI LILLY & CO3.2K shares-2.26%2025-09-302025-10-08

CCJ CAMECO CORP27.4K shares-37.13%2025-09-302025-10-08

ABBV ABBVIE INC10.1K shares-1.85%2025-09-302025-10-08

Sponsored

SYK STRYKER CORPORATION6.0K shares-1.79%2025-09-302025-10-08

PLD PROLOGIS INC.19.0K shares5.20%2025-09-302025-10-08

LIN LINDE PLC4.5K shares-2.88%2025-09-302025-10-08

UNH UNITEDHEALTH GROUP INC6.2K shares-66.82%2025-09-302025-10-08

LMBS FIRST TR EXCHANGE-TRADED FD42.2K shares0.32%2025-09-302025-10-08

LMT LOCKHEED MARTIN CORP4.2K shares-3.44%2025-09-302025-10-08

FI FISERV INC15.9K sharesnew addition2025-09-302025-10-08

CBSH COMMERCE BANCSHARES INC34.8K shares-4.83%2025-09-302025-10-08

Sponsored

MBLY MOBILEYE GLOBAL INC144.8K shares0.83%2025-09-302025-10-08

PFE PFIZER INC85.6K shares-2.37%2025-09-302025-10-08

RSPT INVESCO EXCHANGE TRADED FD T44.4K shares-0.16%2025-09-302025-10-08

DIA SPDR DOW JONES INDL AVERAGE4.2K shares-5.06%2025-09-302025-10-08

COP CONOCOPHILLIPS20.1K shares-1.89%2025-09-302025-10-08

SSB SOUTHSTATE BK CORP19.3K sharesnew addition2025-09-302025-10-08

IBTK ISHARES TR96.4K shares-4.78%2025-09-302025-10-08

XLK SELECT SECTOR SPDR TR6.8K shares-5.80%2025-09-302025-10-08

Sponsored

IBTL ISHARES TR91.8K shares-3.52%2025-09-302025-10-08

ADP AUTOMATIC DATA PROCESSING IN6.4K shares-3.30%2025-09-302025-10-08

SBUX STARBUCKS CORP21.7K shares-2.96%2025-09-302025-10-08

FLR FLUOR CORP NEW43.2K sharesnew addition2025-09-302025-10-08

VUG VANGUARD INDEX FDS3.8K shares-0.13%2025-09-302025-10-08

VTEB VANGUARD MUN BD FDS36.5K shares-15.42%2025-09-302025-10-08

GPC GENUINE PARTS CO12.9K shares-64.21%2025-09-302025-10-08

RSP INVESCO EXCHANGE TRADED FD T9.4K shares-0.21%2025-09-302025-10-08

Sponsored

COF CAPITAL ONE FINL CORP7.8K shares-1.12%2025-09-302025-10-08

BX BLACKSTONE INC9.8K shares-1.16%2025-09-302025-10-08

WFC WELLS FARGO CO NEW20.5K shares-5.64%2025-09-302025-10-08

ACWX ISHARES TR26.6K shares6.84%2025-09-302025-10-08

XLF SELECT SECTOR SPDR TR31.8K shares-4.13%2025-09-302025-10-08

IBTM ISHARES TR73.8K shares-3.29%2025-09-302025-10-08

EWZ ISHARES INC54.8K shares0.00%2025-09-302025-10-08

IAU ISHARES GOLD TR23.0K shares5.61%2025-09-302025-10-08

Sponsored

XLY SELECT SECTOR SPDR TR6.9K shares-0.49%2025-09-302025-10-08

BSV VANGUARD BD INDEX FDS20.6K shares0.67%2025-09-302025-10-08

GDX VANECK ETF TRUST21.1K shares-0.44%2025-09-302025-10-08

IWX ISHARES TR18.2K shares-8.85%2025-09-302025-10-08

IJS ISHARES TR14.2K shares-7.46%2025-09-302025-10-08

VIGI VANGUARD WHITEHALL FDS17.5K shares-0.46%2025-09-302025-10-08

DGRW WISDOMTREE TR17.4K shares-3.28%2025-09-302025-10-08

SO SOUTHERN CO16.2K shares15.10%2025-09-302025-10-08

Sponsored

TXN TEXAS INSTRS INC8.0K shares-2.82%2025-09-302025-10-08

VBK VANGUARD INDEX FDS4.8K shares0.00%2025-09-302025-10-08

DGX QUEST DIAGNOSTICS INC7.5K shares-2.34%2025-09-302025-10-08

EPD ENTERPRISE PRODS PARTNERS L44.9K shares4.91%2025-09-302025-10-08

CAH CARDINAL HEALTH INC8.9K shares-2.57%2025-09-302025-10-08

NSC NORFOLK SOUTHN CORP4.5K shares-2.62%2025-09-302025-10-08

XLE SELECT SECTOR SPDR TR14.8K shares-0.57%2025-09-302025-10-08

XLRE SELECT SECTOR SPDR TR31.8K shares-2.20%2025-09-302025-10-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS4.5K shares0.00%2025-09-302025-10-08

IWS ISHARES TR9.1K shares-6.26%2025-09-302025-10-08

SHM SPDR SERIES TRUST25.6K shares21.52%2025-09-302025-10-08

EFV ISHARES TR18.3K shares0.00%2025-09-302025-10-08

CSX CSX CORP34.3K shares0.00%2025-09-302025-10-08

XLU SELECT SECTOR SPDR TR14.1K shares0.91%2025-09-302025-10-08

IVE ISHARES TR5.8K shares-0.60%2025-09-302025-10-08

ICSH ISHARES TR22.9K shares12.47%2025-09-302025-10-08

Sponsored

ISRG INTUITIVE SURGICAL INC2.6K shares-2.71%2025-09-302025-10-08

IJK ISHARES TR12.0K shares0.63%2025-09-302025-10-08

GD GENERAL DYNAMICS CORP3.5K shares0.00%2025-09-302025-10-08

DE DEERE & CO2.4K shares-0.82%2025-09-302025-10-08

VTV VANGUARD INDEX FDS6.0K shares-0.25%2025-09-302025-10-08

ADBE ADOBE INC3.0K shares-19.99%2025-09-302025-10-08

IEI ISHARES TR8.8K shares5.29%2025-09-302025-10-08

HEDJ WISDOMTREE TR19.9K shares-0.85%2025-09-302025-10-08

Sponsored

PSX PHILLIPS 667.2K shares-1.90%2025-09-302025-10-08

XLI SELECT SECTOR SPDR TR6.5K shares-0.31%2025-09-302025-10-08

DVY ISHARES TR7.0K shares0.00%2025-09-302025-10-08

HON HONEYWELL INTL INC4.7K shares-4.36%2025-09-302025-10-08

WMB WILLIAMS COS INC15.4K shares0.00%2025-09-302025-10-08

QCOM QUALCOMM INC5.9K shares-15.47%2025-09-302025-10-08

JEPQ J P MORGAN EXCHANGE TRADED F16.7K shares25.24%2025-09-302025-10-08

UMBF UMB FINL CORP7.9K shares0.00%2025-09-302025-10-08

Sponsored

WM WASTE MGMT INC DEL4.3K shares-2.63%2025-09-302025-10-08

VOX VANGUARD WORLD FD4.9K shares-0.94%2025-09-302025-10-08

VOE VANGUARD INDEX FDS5.3K shares0.00%2025-09-302025-10-08

BIV VANGUARD BD INDEX FDS11.7K shares-4.86%2025-09-302025-10-08

ADM ARCHER DANIELS MIDLAND CO14.9K shares-19.80%2025-09-302025-10-08

VTWG VANGUARD SCOTTSDALE FDS3.8K shares0.00%2025-09-302025-10-08

STIP ISHARES TR8.6K shares0.00%2025-09-302025-10-08

BKNG BOOKING HOLDINGS INC161 shares-2.42%2025-09-302025-10-08

Sponsored

GE GE AEROSPACE2.9K shares2.58%2025-09-302025-10-08

KNF KNIFE RIVER CORP11.5K shares0.00%2025-09-302025-10-08

ECG EVERUS CONSTR GROUP10.2K shares0.00%2025-09-302025-10-08

SDY SPDR SERIES TRUST6.0K shares0.00%2025-09-302025-10-08

NOW SERVICENOW INC866 shares-4.31%2025-09-302025-10-08

GLD SPDR GOLD TR2.3K shares-0.44%2025-09-302025-10-08

MDLZ MONDELEZ INTL INC12.3K shares2.85%2025-09-302025-10-08

HSY HERSHEY CO4.2K shares-30.22%2025-09-302025-10-08

Sponsored

ORLY OREILLY AUTOMOTIVE INC7.1K shares-2.06%2025-09-302025-10-08

T AT&T INC26.9K shares2.17%2025-09-302025-10-08

WTV WISDOMTREE TR8.2K shares37.35%2025-09-302025-10-08

VHT VANGUARD WORLD FD2.9K shares0.00%2025-09-302025-10-08

DEO DIAGEO PLC7.7K shares-11.00%2025-09-302025-10-08

MPC MARATHON PETE CORP3.7K shares0.00%2025-09-302025-10-08

ZTS ZOETIS INC4.9K shares-4.38%2025-09-302025-10-08

AJG GALLAGHER ARTHUR J & CO2.3K shares0.00%2025-09-302025-10-08

Sponsored

CL COLGATE PALMOLIVE CO8.4K shares-0.12%2025-09-302025-10-08

MUB ISHARES TR6.3K shares-7.94%2025-09-302025-10-08

CMCSA COMCAST CORP NEW20.8K shares-3.29%2025-09-302025-10-08

IWO ISHARES TR2.0K shares-14.71%2025-09-302025-10-08

VBR VANGUARD INDEX FDS3.1K shares0.00%2025-09-302025-10-08

CTVA CORTEVA INC9.4K shares-3.16%2025-09-302025-10-08

VZ VERIZON COMMUNICATIONS INC14.6K shares-2.86%2025-09-302025-10-08

BAX BAXTER INTL INC28.1K shares-78.95%2025-09-302025-10-08

Sponsored

BA BOEING CO2.9K shares-1.87%2025-09-302025-10-08

VPU VANGUARD WORLD FD3.3K shares-5.77%2025-09-302025-10-08

XLV SELECT SECTOR SPDR TR4.4K shares-12.72%2025-09-302025-10-08

SPGI S&P GLOBAL INC1.2K shares-0.50%2025-09-302025-10-08

LOW LOWES COS INC2.3K shares0.00%2025-09-302025-10-08

MO ALTRIA GROUP INC8.7K shares57.02%2025-09-302025-10-08

MDU MDU RES GROUP INC31.6K shares-22.45%2025-09-302025-10-08

MMM 3M CO3.6K shares0.00%2025-09-302025-10-08

Sponsored

GEV GE VERNOVA INC903 shares4.03%2025-09-302025-10-08

VWO VANGUARD INTL EQUITY INDEX F10.0K shares-5.09%2025-09-302025-10-08

AGG ISHARES TR5.3K shares-1.29%2025-09-302025-10-08

CB CHUBB LIMITED1.9K shares-3.80%2025-09-302025-10-08

ECL ECOLAB INC1.9K shares-7.43%2025-09-302025-10-08

IWB ISHARES TR1.4K shares-5.53%2025-09-302025-10-08

EEFT EURONET WORLDWIDE INC5.7K shares0.00%2025-09-302025-10-08

CARR CARRIER GLOBAL CORPORATION8.5K shares0.27%2025-09-302025-10-08

Sponsored

SPYM SPDR SERIES TRUST6.4K shares0.00%2025-09-302025-10-08

LULU LULULEMON ATHLETICA INC2.8K shares-65.62%2025-09-302025-10-08

TRI THOMSON REUTERS CORP3.2K shares0.00%2025-09-302025-10-08

UL UNILEVER PLC8.3K shares0.00%2025-09-302025-10-08

BND VANGUARD BD INDEX FDS6.4K shares-27.25%2025-09-302025-10-08

KMB KIMBERLY-CLARK CORP3.6K shares-0.28%2025-09-302025-10-08

VTWV VANGUARD SCOTTSDALE FDS2.7K shares0.00%2025-09-302025-10-08

SPTM SPDR SERIES TRUST5.3K shares0.00%2025-09-302025-10-08

Sponsored

JEF JEFFERIES FINL GROUP INC6.2K shares0.00%2025-09-302025-10-08

IBTH ISHARES TR18.2K shares0.00%2025-09-302025-10-08

ACWI ISHARES TR3.0K shares10.19%2025-09-302025-10-08

PFF ISHARES TR12.8K shares1.43%2025-09-302025-10-08

MGV VANGUARD WORLD FD2.9K shares-6.69%2025-09-302025-10-08

INTU INTUIT580 shares-1.19%2025-09-302025-10-08

IYE ISHARES TR8.3K shares-0.13%2025-09-302025-10-08

IJJ ISHARES TR3.1K shares-19.71%2025-09-302025-10-08

Sponsored

MPLX MPLX LP7.6K shares-32.63%2025-09-302025-10-08

SYY SYSCO CORP4.6K shares0.00%2025-09-302025-10-08

GRMN GARMIN LTD1.5K shares-1.61%2025-09-302025-10-08

USB US BANCORP DEL7.6K shares2.69%2025-09-302025-10-08

TJX TJX COS INC NEW2.5K shares-13.71%2025-09-302025-10-08

KMI KINDER MORGAN INC DEL12.6K shares0.00%2025-09-302025-10-08

SCHM SCHWAB STRATEGIC TR12.0K shares0.00%2025-09-302025-10-08

BP BP PLC10.1K shares-2.09%2025-09-302025-10-08

Sponsored

CBZ CBIZ INC6.3K shares0.00%2025-09-302025-10-08

TIP ISHARES TR3.0K shares2.86%2025-09-302025-10-08

IGIB ISHARES TR6.1K shares0.00%2025-09-302025-10-08

PAYX PAYCHEX INC2.5K shares0.00%2025-09-302025-10-08

LRCX LAM RESEARCH CORP2.5K shares-1.57%2025-09-302025-10-08

FXL FIRST TR EXCHANGE TRADED FD1.9K shares0.00%2025-09-302025-10-08

RF REGIONS FINANCIAL CORP NEW12.2K shares-0.37%2025-09-302025-10-08

VIS VANGUARD WORLD FD1.1K shares-6.19%2025-09-302025-10-08

Sponsored

DG DOLLAR GEN CORP NEW3.0K shares-37.00%2025-09-302025-10-08

GIS GENERAL MLS INC5.9K shares28.90%2025-09-302025-10-08

CQQQ INVESCO EXCH TRADED FD TR II5.1K shares-3.72%2025-09-302025-10-08

TOTL SSGA ACTIVE ETF TR7.1K shares-14.09%2025-09-302025-10-08

OTIS OTIS WORLDWIDE CORP3.1K shares-1.59%2025-09-302025-10-08

YUM YUM BRANDS INC1.8K shares0.00%2025-09-302025-10-08

GS GOLDMAN SACHS GROUP INC344 shares0.00%2025-09-302025-10-08

SPIB SPDR SERIES TRUST7.9K shares-1.46%2025-09-302025-10-08

Sponsored

VOT VANGUARD INDEX FDS900 shares0.00%2025-09-302025-10-08

ET ENERGY TRANSFER L P15.3K shares3.37%2025-09-302025-10-08

DHR DANAHER CORPORATION1.4K shares-4.44%2025-09-302025-10-08

VT VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2025-09-302025-10-08

ALL ALLSTATE CORP1.1K shares0.00%2025-09-302025-10-08

HSIC HENRY SCHEIN INC3.6K shares0.70%2025-09-302025-10-08

QYLD GLOBAL X FDS13.6K shares-13.55%2025-09-302025-10-08

JHG JANUS HENDERSON GROUP PLC5.1K sharesnew addition2025-09-302025-10-08

Sponsored

MLPX GLOBAL X FDS3.6K shares0.00%2025-09-302025-10-08

TSCO TRACTOR SUPPLY CO3.9K shares-0.90%2025-09-302025-10-08

VEA VANGUARD TAX-MANAGED FDS3.7K shares-46.10%2025-09-302025-10-08

RSPH INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2025-09-302025-10-08

CLX CLOROX CO DEL1.7K shares0.00%2025-09-302025-10-08

XLP SELECT SECTOR SPDR TR2.7K shares-4.13%2025-09-302025-10-08

EVRG EVERGY INC2.7K sharesnew addition2025-09-302025-10-08

CME CME GROUP INC750 shares0.00%2025-09-302025-10-08

Sponsored

INTC INTEL CORP5.8K shares-68.30%2025-09-302025-10-08

HLN HALEON PLC19.6K shares26.84%2025-09-302025-10-08

CFFN CAPITOL FED FINL INC14.9K shares0.00%2025-09-302025-10-08

SLQT SELECTQUOTE INC17.5K shares-10.78%2025-09-302025-10-08

CTSO CYTOSORBENTS CORP15.2K shares0.00%2025-09-302025-10-08

VTI

VANGUARD INDEX FDS

3.13%

Shares264.0K

Event2025-09-30

Filed2025-10-08

VXUS

VANGUARD STAR FDS

0.95%

Shares1.1M

Event2025-09-30

Filed2025-10-08

IVV

ISHARES TR

3.91%

Shares114.7K

Event2025-09-30

Filed2025-10-08

MSFT

MICROSOFT CORP

-2.77%

Shares89.3K

Event2025-09-30

Filed2025-10-08

EFA

ISHARES TR

2.64%

Shares454.8K

Event2025-09-30

Filed2025-10-08

WMT

WALMART INC

-0.64%

Shares370.8K

Event2025-09-30

Filed2025-10-08

AAPL

APPLE INC

-2.68%

Shares138.1K

Event2025-09-30

Filed2025-10-08

GOOG

ALPHABET INC

-2.36%

Shares138.6K

Event2025-09-30

Filed2025-10-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.79%

Shares63.6K

Event2025-09-30

Filed2025-10-08

VONG

VANGUARD SCOTTSDALE FDS

0.87%

Shares251.4K

Event2025-09-30

Filed2025-10-08

IWF

ISHARES TR

-2.23%

Shares60.0K

Event2025-09-30

Filed2025-10-08

AMZN

AMAZON COM INC

-1.59%

Shares124.7K

Event2025-09-30

Filed2025-10-08

VGSH

VANGUARD SCOTTSDALE FDS

9.52%

Shares427.3K

Event2025-09-30

Filed2025-10-08

EFG

ISHARES TR

-0.73%

Shares215.5K

Event2025-09-30

Filed2025-10-08

SPY

SPDR S&P 500 ETF TR

-1.72%

Shares32.1K

Event2025-09-30

Filed2025-10-08

AVGO

BROADCOM INC

-5.18%

Shares59.5K

Event2025-09-30

Filed2025-10-08

GVI

ISHARES TR

0.98%

Shares178.5K

Event2025-09-30

Filed2025-10-08

JNJ

JOHNSON & JOHNSON

-2.47%

Shares105.0K

Event2025-09-30

Filed2025-10-08

JPM

JPMORGAN CHASE & CO.

-3.10%

Shares57.9K

Event2025-09-30

Filed2025-10-08

NVDA

NVIDIA CORPORATION

-2.45%

Shares97.9K

Event2025-09-30

Filed2025-10-08

KLAC

KLA CORP

-13.52%

Shares16.1K

Event2025-09-30

Filed2025-10-08

CITIGROUP INC

-27.69%

Shares162.8K

Event2025-09-30

Filed2025-10-08

XOM

EXXON MOBIL CORP

-1.37%

Shares145.3K

Event2025-09-30

Filed2025-10-08

CVX

CHEVRON CORP NEW

-0.88%

Shares100.9K

Event2025-09-30

Filed2025-10-08

OEF

ISHARES TR

-4.78%

Shares44.6K

Event2025-09-30

Filed2025-10-08

RTX

RTX CORPORATION

-1.41%

Shares88.8K

Event2025-09-30

Filed2025-10-08

NEE

NEXTERA ENERGY INC

-1.27%

Shares182.6K

Event2025-09-30

Filed2025-10-08

VIG

VANGUARD SPECIALIZED FUNDS

-0.58%

Shares64.7K

Event2025-09-30

Filed2025-10-08

VEU

VANGUARD INTL EQUITY INDEX F

-0.73%

Shares194.2K

Event2025-09-30

Filed2025-10-08

BANK NEW YORK MELLON CORP

-1.29%

Shares124.6K

Event2025-09-30

Filed2025-10-08

SUB

ISHARES TR

16.91%

Shares119.5K

Event2025-09-30

Filed2025-10-08

IWD

ISHARES TR

-6.14%

Shares62.6K

Event2025-09-30

Filed2025-10-08

DIS

DISNEY WALT CO

-0.69%

Shares103.8K

Event2025-09-30

Filed2025-10-08

UYLD

ANGEL OAK FUNDS TRUST

34.22%

Shares229.7K

Event2025-09-30

Filed2025-10-08

CSCO

CISCO SYS INC

-1.28%

Shares168.6K

Event2025-09-30

Filed2025-10-08

IJH

ISHARES TR

1.50%

Shares170.7K

Event2025-09-30

Filed2025-10-08

MDY

SPDR S&P MIDCAP 400 ETF TR

-2.61%

Shares18.4K

Event2025-09-30

Filed2025-10-08

PHILIP MORRIS INTL INC

0.72%

Shares66.5K

Event2025-09-30

Filed2025-10-08

VONV

VANGUARD SCOTTSDALE FDS

1.25%

Shares118.8K

Event2025-09-30

Filed2025-10-08

SHEL

SHELL PLC

-14.59%

Shares145.9K

Event2025-09-30

Filed2025-10-08

IEFA

ISHARES TR

-0.12%

Shares116.5K

Event2025-09-30

Filed2025-10-08

TMO

THERMO FISHER SCIENTIFIC INC

-2.02%

Shares21.7K

Event2025-09-30

Filed2025-10-08

JEPI

J P MORGAN EXCHANGE TRADED F

0.80%

Shares165.9K

Event2025-09-30

Filed2025-10-08

VYM

VANGUARD WHITEHALL FDS

-1.72%

Shares66.2K

Event2025-09-30

Filed2025-10-08

ORCL

ORACLE CORP

-0.72%

Shares32.7K

Event2025-09-30

Filed2025-10-08

MRVL

MARVELL TECHNOLOGY INC

71.20%

Shares110.2K

Event2025-09-30

Filed2025-10-08

EMR

EMERSON ELEC CO

-1.09%

Shares70.0K

Event2025-09-30

Filed2025-10-08

PROCTER AND GAMBLE CO

-3.66%

Shares56.0K

Event2025-09-30

Filed2025-10-08

SCHW

SCHWAB CHARLES CORP

-16.11%

Shares88.7K

Event2025-09-30

Filed2025-10-08

COST

COSTCO WHSL CORP NEW

-3.82%

Shares9.3K

Event2025-09-30

Filed2025-10-08

JAAA

JANUS DETROIT STR TR

-2.71%

Shares162.7K

Event2025-09-30

Filed2025-10-08

PAAA

PGIM ETF TR

0.52%

Shares159.4K

Event2025-09-30

Filed2025-10-08

HEALTHCARE RLTY TR

-0.48%

Shares462.5K

Event2025-09-30

Filed2025-10-08

ETN

EATON CORP PLC

-0.66%

Shares22.2K

Event2025-09-30

Filed2025-10-08

MDT

MEDTRONIC PLC

-1.46%

Shares86.5K

Event2025-09-30

Filed2025-10-08

PRU

PRUDENTIAL FINL INC

-0.37%

Shares72.2K

Event2025-09-30

Filed2025-10-08

CAT

CATERPILLAR INC

-7.92%

Shares15.8K

Event2025-09-30

Filed2025-10-08

FDX

FEDEX CORP

-2.03%

Shares31.1K

Event2025-09-30

Filed2025-10-08

QQQ

INVESCO QQQ TR

266.08%

Shares12.0K

Event2025-09-30

Filed2025-10-08

AMGN

AMGEN INC

-2.21%

Shares26.2K

Event2025-09-30

Filed2025-10-08

ROYAL BK CDA

-0.65%

Shares48.8K

Event2025-09-30

Filed2025-10-08

MRK

MERCK & CO INC

-0.02%

Shares87.5K

Event2025-09-30

Filed2025-10-08

CCI

CROWN CASTLE INC

20.11%

Shares70.8K

Event2025-09-30

Filed2025-10-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares9

Event2025-09-30

Filed2025-10-08

IEF

ISHARES TR

6.57%

Shares68.8K

Event2025-09-30

Filed2025-10-08

REALTY INCOME CORP

-1.05%

Shares107.6K

Event2025-09-30

Filed2025-10-08

WBD

WARNER BROS DISCOVERY INC

-31.74%

Shares343.3K

Event2025-09-30

Filed2025-10-08

NVS

NOVARTIS AG

-13.98%

Shares51.7K

Event2025-09-30

Filed2025-10-08

VCSH

VANGUARD SCOTTSDALE FDS

-0.95%

Shares78.3K

Event2025-09-30

Filed2025-10-08

GOOGL

ALPHABET INC

-4.45%

Shares25.5K

Event2025-09-30

Filed2025-10-08

HOME DEPOT INC

-2.67%

Shares15.0K

Event2025-09-30

Filed2025-10-08

PROSPERITY BANCSHARES INC

17.19%

Shares92.4K

Event2025-09-30

Filed2025-10-08

IEMG

ISHARES INC

1.68%

Shares91.1K

Event2025-09-30

Filed2025-10-08

CANADIAN PACIFIC KANSAS CITY

-1.00%

Shares81.5K

Event2025-09-30

Filed2025-10-08