The Analysis of Crestwood Advisors Group, LLC's Holdings

Currently, Crestwood Advisors Group, LLC holds 569 types of securities in its portfolio with a total value $5.9B. In the most recent quarter, they have increased their positions in IVV (+101.4K shares, valued at $67.9M), NVDA (+189.1K shares, valued at $35.3M), ROP (+39.6K shares, valued at $19.7M); decreased their positions in ITOT (-261.0K shares, valued at $38.0M), BRK.B (-34.8K shares, valued at $17.5M), HON (-63.1K shares, valued at $13.3M); initiated new positions in FLOT (+37.0K shares, valued at $1.9M), GLW (+14.2K shares, valued at $1.2M), IT (+4.3K shares, valued at $1.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM1.4M shares-3.22%2025-09-302025-11-07

MSFT MICROSOFT CORP COM553.4K shares-1.23%2025-09-302025-11-07

AMZN AMAZON COM INC COM955.6K shares-2.21%2025-09-302025-11-07

GOOGL ALPHABET INC CAP STK CL A790.5K shares-1.42%2025-09-302025-11-07

IVV ISHARES CORE S&P 500 ETF231.8K shares77.84%2025-09-302025-11-07

NVDA NVIDIA CORPORATION COM763.0K shares32.95%2025-09-302025-11-07

META META PLATFORMS INC CL A190.6K shares-2.81%2025-09-302025-11-07

V VISA INC COM CL A334.9K shares-2.50%2025-09-302025-11-07

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW225.4K shares-13.36%2025-09-302025-11-07

AGG ISHARES CORE U.S. AGGREGATE BOND ETF1.0M shares-3.63%2025-09-302025-11-07

BKNG BOOKING HOLDINGS INC COM18.7K shares-5.91%2025-09-302025-11-07

GOOG ALPHABET INC CAP STK CL C354.3K shares-2.74%2025-09-302025-11-07

BX BLACKSTONE INC COM502.0K shares-0.98%2025-09-302025-11-07

FI FISERV INC COM644.6K shares-5.52%2025-09-302025-11-07

GOVT ISHARES U.S. TREASURY BOND ETF3.5M shares0.13%2025-09-302025-11-07

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF1.7M shares2.13%2025-09-302025-11-07

Sponsored

JPM JPMORGAN CHASE & CO. COM244.7K shares-2.50%2025-09-302025-11-07

HD HOME DEPOT INC COM181.7K shares-2.47%2025-09-302025-11-07

AMAT APPLIED MATLS INC COM338.0K shares-2.77%2025-09-302025-11-07

TJX TJX COS INC NEW COM478.1K shares-3.26%2025-09-302025-11-07

COST COSTCO WHSL CORP NEW COM72.7K shares-3.17%2025-09-302025-11-07

XYL XYLEM INC COM451.0K shares-2.72%2025-09-302025-11-07

HLT HILTON WORLDWIDE HLDGS INC COM256.3K shares-2.94%2025-09-302025-11-07

ROP ROPER TECHNOLOGIES INC COM129.0K shares44.28%2025-09-302025-11-07

Sponsored

CRM SALESFORCE INC COM271.2K shares-9.04%2025-09-302025-11-07

DHR DANAHER CORPORATION COM316.7K shares-3.93%2025-09-302025-11-07

AVGO BROADCOM INC COM188.4K shares-0.51%2025-09-302025-11-07

VSLU APPLIED FINANCE VALUATION LARGE CAP ETF1.4M shares17.11%2025-09-302025-11-07

JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF935.9K shares8.83%2025-09-302025-11-07

APH AMPHENOL CORP NEW CL A433.7K shares-2.11%2025-09-302025-11-07

KLAC KLA CORP COM NEW49.3K shares-5.28%2025-09-302025-11-07

HON HONEYWELL INTL INC COM252.1K shares-20.03%2025-09-302025-11-07

Sponsored

MUB ISHARES NATIONAL MUNI BOND ETF490.9K shares5.85%2025-09-302025-11-07

ORCL ORACLE CORP COM182.0K shares-5.29%2025-09-302025-11-07

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF462.1K shares16.16%2025-09-302025-11-07

TMO THERMO FISHER SCIENTIFIC INC COM99.8K shares4.70%2025-09-302025-11-07

CME CME GROUP INC COM170.9K shares-0.25%2025-09-302025-11-07

JNJ JOHNSON & JOHNSON COM244.9K shares-0.66%2025-09-302025-11-07

LRCX LAM RESEARCH CORP COM NEW326.9K shares1.33%2025-09-302025-11-07

ACN ACCENTURE PLC IRELAND SHS CLASS A176.9K shares-12.83%2025-09-302025-11-07

Sponsored

MA MASTERCARD INCORPORATED CL A75.0K shares1.81%2025-09-302025-11-07

ADBE ADOBE INC COM120.8K shares-7.07%2025-09-302025-11-07

QLTY GMO US QUALITY ETF1.2M shares8.65%2025-09-302025-11-07

PWR QUANTA SVCS INC COM101.0K shares-0.77%2025-09-302025-11-07

BRK.A BERKSHIRE HATHAWAY INC DEL CL A55 shares0.00%2025-09-302025-11-07

VTEB VANGUARD TAX-EXEMPT BOND ETF825.9K shares-5.74%2025-09-302025-11-07

QCOM QUALCOMM INC COM245.9K shares0.23%2025-09-302025-11-07

AZN ASTRAZENECA PLC SPONSORED ADR525.3K shares10.54%2025-09-302025-11-07

Sponsored

SPY SPDR S&P 500 ETF TRUST60.4K shares4.15%2025-09-302025-11-07

SPGI S&P GLOBAL INC COM78.6K shares-1.83%2025-09-302025-11-07

IEFA ISHARES CORE MSCI EAFE ETF411.1K shares-3.22%2025-09-302025-11-07

TXN TEXAS INSTRS INC COM192.8K shares4.04%2025-09-302025-11-07

VOO VANGUARD S&P 500 ETF57.3K shares2.29%2025-09-302025-11-07

KMI KINDER MORGAN INC DEL COM1.2M shares-0.41%2025-09-302025-11-07

URI UNITED RENTALS INC COM35.5K shares0.03%2025-09-302025-11-07

MKC MCCORMICK & CO INC COM NON VTG481.2K shares1.34%2025-09-302025-11-07

Sponsored

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF456.7K shares2.40%2025-09-302025-11-07

MTD METTLER TOLEDO INTERNATIONAL COM24.4K shares0.11%2025-09-302025-11-07

XMHQ INVESCO S&P MIDCAP QUALITY ETF278.4K shares3.82%2025-09-302025-11-07

ZTS ZOETIS INC CL A196.0K shares-6.97%2025-09-302025-11-07

IJH ISHARES CORE S&P MID-CAP ETF438.2K shares7.57%2025-09-302025-11-07

LLY ELI LILLY & CO COM37.2K shares0.91%2025-09-302025-11-07

SHW SHERWIN WILLIAMS CO COM81.6K shares-5.07%2025-09-302025-11-07

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF537.2K shares17.99%2025-09-302025-11-07

Sponsored

ABBV ABBVIE INC COM120.0K shares1.63%2025-09-302025-11-07

PEP PEPSICO INC COM194.6K shares179.49%2025-09-302025-11-07

PG PROCTER AND GAMBLE CO COM164.3K shares4.96%2025-09-302025-11-07

BAC BANK AMERICA CORP COM487.6K shares-5.83%2025-09-302025-11-07

IQV IQVIA HLDGS INC COM131.6K shares16.89%2025-09-302025-11-07

DEO DIAGEO PLC SPON ADR NEW259.8K shares-4.65%2025-09-302025-11-07

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF149.3K shares-63.61%2025-09-302025-11-07

MMC MARSH & MCLENNAN COS INC COM98.3K shares-0.53%2025-09-302025-11-07

Sponsored

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF169.5K shares-9.74%2025-09-302025-11-07

OLED UNIVERSAL DISPLAY CORP COM134.2K shares1.90%2025-09-302025-11-07

NXPI NXP SEMICONDUCTORS N V COM83.2K shares-0.00%2025-09-302025-11-07

QQQ INVESCO QQQ TRUST SERIES I30.3K shares17.92%2025-09-302025-11-07

SYK STRYKER CORPORATION COM46.4K shares-10.37%2025-09-302025-11-07

IWV ISHARES RUSSELL 3000 ETF43.5K shares0.08%2025-09-302025-11-07

PANW PALO ALTO NETWORKS INC COM78.1K shares2.84%2025-09-302025-11-07

KVUE KENVUE INC COM928.8K shares-35.25%2025-09-302025-11-07

Sponsored

XOM EXXON MOBIL CORP COM132.7K shares3.83%2025-09-302025-11-07

SF STIFEL FINL CORP COM127.3K shares-0.09%2025-09-302025-11-07

WMB WILLIAMS COS INC COM214.9K shares-1.98%2025-09-302025-11-07

EW EDWARDS LIFESCIENCES CORP COM172.8K shares-2.14%2025-09-302025-11-07

MFC MANULIFE FINL CORP COM419.2K shares0.85%2025-09-302025-11-07

SCHW SCHWAB CHARLES CORP COM132.1K shares-3.03%2025-09-302025-11-07

CSCO CISCO SYS INC COM183.8K shares0.38%2025-09-302025-11-07

IJR ISHARES CORE S&P SMALL CAP ETF103.3K shares-3.86%2025-09-302025-11-07

Sponsored

ABT ABBOTT LABS COM90.5K shares-0.01%2025-09-302025-11-07

J JACOBS SOLUTIONS INC COM80.3K shares-0.16%2025-09-302025-11-07

CVX CHEVRON CORP NEW COM75.4K shares2.38%2025-09-302025-11-07

EFA ISHARES MSCI EAFE ETF119.5K shares-1.09%2025-09-302025-11-07

GS GOLDMAN SACHS GROUP INC COM13.9K shares0.96%2025-09-302025-11-07

TT TRANE TECHNOLOGIES PLC SHS26.2K shares-3.25%2025-09-302025-11-07

CAT CATERPILLAR INC COM23.1K shares2.34%2025-09-302025-11-07

VIG VANGUARD DIVIDEND APPRECIATION ETF50.8K shares-0.41%2025-09-302025-11-07

Sponsored

NOW SERVICENOW INC COM11.3K shares2.46%2025-09-302025-11-07

ADI ANALOG DEVICES INC COM41.0K shares0.27%2025-09-302025-11-07

MCD MCDONALDS CORP COM32.5K shares0.13%2025-09-302025-11-07

LAZ LAZARD INC COM183.6K shares0.01%2025-09-302025-11-07

KO COCA COLA CO COM146.1K shares0.52%2025-09-302025-11-07

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF145.1K shares-1.19%2025-09-302025-11-07

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF180.0K shares2.47%2025-09-302025-11-07

QUAL ISHARES MSCI USA QUALITY FACTOR ETF48.7K shares-5.76%2025-09-302025-11-07

Sponsored

CHD CHURCH & DWIGHT CO INC COM106.5K shares-2.74%2025-09-302025-11-07

VO VANGUARD MID-CAP ETF31.2K shares0.41%2025-09-302025-11-07

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF111.6K shares1079.98%2025-09-302025-11-07

STAG STAG INDL INC COM252.5K shares-4.12%2025-09-302025-11-07

MRK MERCK & CO INC COM105.8K shares-4.23%2025-09-302025-11-07

IBM INTERNATIONAL BUSINESS MACHS COM30.8K shares20.02%2025-09-302025-11-07

NEE NEXTERA ENERGY INC COM112.9K shares-3.65%2025-09-302025-11-07

VB VANGUARD SMALL-CAP ETF32.8K shares-3.16%2025-09-302025-11-07

Sponsored

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF321.6K shares-4.67%2025-09-302025-11-07

STZ CONSTELLATION BRANDS INC CL A58.9K shares-32.00%2025-09-302025-11-07

TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF169.3K shares-14.29%2025-09-302025-11-07

SHOP SHOPIFY INC CL A SUB VTG SHS48.5K shares4.85%2025-09-302025-11-07

DIS DISNEY WALT CO COM62.8K shares-2.89%2025-09-302025-11-07

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF74.0K shares41.73%2025-09-302025-11-07

HBAN HUNTINGTON BANCSHARES INC COM392.3K shares-0.40%2025-09-302025-11-07

INDB INDEPENDENT BK CORP MASS COM97.0K shares0.70%2025-09-302025-11-07

Sponsored

TSLA TESLA INC COM14.5K shares27.18%2025-09-302025-11-07

VTI VANGUARD TOTAL STOCK MARKET ETF19.5K shares7.56%2025-09-302025-11-07

CMCSA COMCAST CORP NEW CL A200.1K shares-3.81%2025-09-302025-11-07

WMT WALMART INC COM60.8K shares6.98%2025-09-302025-11-07

EMR EMERSON ELEC CO COM45.9K shares0.72%2025-09-302025-11-07

XLE ENERGY SELECT SECTOR SPDR FUND65.0K shares-69.36%2025-09-302025-11-07

ETN EATON CORP PLC SHS15.5K shares2.16%2025-09-302025-11-07

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF116.8K shares543.59%2025-09-302025-11-07

Sponsored

IWF ISHARES RUSSELL 1000 GROWTH ETF12.0K shares2.55%2025-09-302025-11-07

ARCC ARES CAPITAL CORP COM266.7K shares15.79%2025-09-302025-11-07

AKAM AKAMAI TECHNOLOGIES INC COM71.2K shares-1.54%2025-09-302025-11-07

WFC WELLS FARGO CO NEW COM64.2K shares0.99%2025-09-302025-11-07

NFLX NETFLIX INC COM4.3K shares9.10%2025-09-302025-11-07

MDY SPDR S&P MIDCAP 400 ETF TRUST8.6K shares-2.05%2025-09-302025-11-07

SCHB SCHWAB U.S. BROAD MARKET ETF192.6K shares0.64%2025-09-302025-11-07

III INFORMATION SVCS GROUP INC COM826.4K shares0.00%2025-09-302025-11-07

Sponsored

RTX RTX CORPORATION COM27.8K shares4.32%2025-09-302025-11-07

MDLZ MONDELEZ INTL INC CL A73.0K shares-2.21%2025-09-302025-11-07

KEYS KEYSIGHT TECHNOLOGIES INC COM25.5K shares-4.03%2025-09-302025-11-07

XLK TECHNOLOGY SELECT SECTOR SPDR FUND15.7K shares-3.66%2025-09-302025-11-07

ECL ECOLAB INC COM15.9K shares-4.72%2025-09-302025-11-07

KMB KIMBERLY-CLARK CORP COM34.9K shares-0.63%2025-09-302025-11-07

USMV ISHARES MSCI USA MIN VOL FACTOR ETF45.6K shares-3.76%2025-09-302025-11-07

IWM ISHARES RUSSELL 2000 ETF17.7K shares1.92%2025-09-302025-11-07

Sponsored

SEIC SEI INVTS CO COM48.8K shares-75.75%2025-09-302025-11-07

SHM SPDR NUVEEN BLMBG ST MUNBD ETF85.8K shares7.36%2025-09-302025-11-07

AMT AMERICAN TOWER CORP NEW COM21.4K shares-3.12%2025-09-302025-11-07

EOG EOG RES INC COM36.4K shares1.16%2025-09-302025-11-07

JPEF JPMORGAN EQUITY FOCUS ETF55.0K shares22.86%2025-09-302025-11-07

CBRE CBRE GROUP INC CL A25.8K shares2.26%2025-09-302025-11-07

VBK VANGUARD SMALL-CAP GROWTH ETF13.6K shares3.42%2025-09-302025-11-07

ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF42.7K shares-0.58%2025-09-302025-11-07

Sponsored

GE GE AEROSPACE COM NEW12.9K shares-0.88%2025-09-302025-11-07

ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF58.9K shares-0.16%2025-09-302025-11-07

AMGN AMGEN INC COM13.4K shares26.25%2025-09-302025-11-07

PLTR PALANTIR TECHNOLOGIES INC CL A20.5K shares11.96%2025-09-302025-11-07

SBUX STARBUCKS CORP COM44.1K shares-2.61%2025-09-302025-11-07

PFE PFIZER INC COM143.3K shares0.24%2025-09-302025-11-07

VRTX VERTEX PHARMACEUTICALS INC COM9.2K shares-8.88%2025-09-302025-11-07

KVYO KLAVIYO INC COM SER A128.9K shares0.01%2025-09-302025-11-07

Sponsored

VLTO VERALTO CORP COM SHS33.5K shares-4.59%2025-09-302025-11-07

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF25.1K shares-0.24%2025-09-302025-11-07

TTD THE TRADE DESK INC COM CL A71.6K shares-4.75%2025-09-302025-11-07

IWB ISHARES RUSSELL 1000 ETF9.6K shares18.08%2025-09-302025-11-07

USFR WISDOMTREE FLOATING RATE TREASURY FUND68.7K shares1.49%2025-09-302025-11-07

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF96.6K shares-1.28%2025-09-302025-11-07

VOT VANGUARD MID-CAP GROWTH ETF11.2K shares-2.30%2025-09-302025-11-07

NTNX NUTANIX INC CL A43.5K shares0.37%2025-09-302025-11-07

Sponsored

PM PHILIP MORRIS INTL INC COM19.8K shares2.72%2025-09-302025-11-07

FTV FORTIVE CORP COM65.2K shares-20.20%2025-09-302025-11-07

RARE ULTRAGENYX PHARMACEUTICAL INC COM100.6K shares-0.08%2025-09-302025-11-07

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF52.8K shares2.28%2025-09-302025-11-07

CRWD CROWDSTRIKE HLDGS INC CL A6.1K shares57.28%2025-09-302025-11-07

VUG VANGUARD GROWTH ETF6.1K shares16.67%2025-09-302025-11-07

VGT VANGUARD INFORMATION TECHNOLOGY ETF3.9K shares4.80%2025-09-302025-11-07

BSV VANGUARD SHORT-TERM BOND ETF36.0K shares-1.73%2025-09-302025-11-07

Sponsored

SPHQ INVESCO S&P 500 QUALITY ETF38.5K shares-2.99%2025-09-302025-11-07

WASH WASHINGTON TR BANCORP INC COM97.2K shares0.00%2025-09-302025-11-07

CL COLGATE PALMOLIVE CO COM34.2K shares-4.55%2025-09-302025-11-07

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF60.5K shares0.52%2025-09-302025-11-07

VTV VANGUARD VALUE ETF14.5K shares4.51%2025-09-302025-11-07

XLV HEALTH CARE SELECT SECTOR SPDR FUND19.2K shares-13.74%2025-09-302025-11-07

AXP AMERICAN EXPRESS CO COM8.0K shares9.34%2025-09-302025-11-07

MS MORGAN STANLEY COM NEW16.7K shares3.27%2025-09-302025-11-07

Sponsored

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF19.2K shares-3.10%2025-09-302025-11-07

BLK BLACKROCK INC COM2.2K shares10.84%2025-09-302025-11-07

BSX BOSTON SCIENTIFIC CORP COM26.3K shares-67.25%2025-09-302025-11-07

CCI CROWN CASTLE INC COM26.4K shares-10.89%2025-09-302025-11-07

PJT PJT PARTNERS INC COM CL A14.3K shares0.39%2025-09-302025-11-07

LOW LOWES COS INC COM10.0K shares9.66%2025-09-302025-11-07

IAT ISHARES U.S. REGIONAL BANKS ETF46.9K shares-9.06%2025-09-302025-11-07

ORLY OREILLY AUTOMOTIVE INC COM22.8K shares-0.11%2025-09-302025-11-07

Sponsored

LMT LOCKHEED MARTIN CORP COM4.9K shares-2.20%2025-09-302025-11-07

ENTG ENTEGRIS INC COM25.9K shares-4.15%2025-09-302025-11-07

GLD SPDR GOLD SHARES6.7K shares7.53%2025-09-302025-11-07

GEV GE VERNOVA INC COM3.8K shares3.29%2025-09-302025-11-07

IUSV ISHARES CORE S&P US VALUE ETF23.4K shares2.47%2025-09-302025-11-07

DLR DIGITAL RLTY TR INC COM13.5K shares2.14%2025-09-302025-11-07

ICE INTERCONTINENTAL EXCHANGE INC COM13.8K shares0.92%2025-09-302025-11-07

MSI MOTOROLA SOLUTIONS INC COM NEW5.0K shares3.27%2025-09-302025-11-07

Sponsored

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF8.8K shares-0.06%2025-09-302025-11-07

ITW ILLINOIS TOOL WKS INC COM8.6K shares-0.56%2025-09-302025-11-07

ISRG INTUITIVE SURGICAL INC COM NEW5.0K shares3.21%2025-09-302025-11-07

IVE ISHARES S&P 500 VALUE ETF10.8K shares-0.61%2025-09-302025-11-07

AON AON PLC SHS CL A6.3K shares2.06%2025-09-302025-11-07

STT STATE STR CORP COM19.2K shares0.80%2025-09-302025-11-07

UNP UNION PAC CORP COM9.3K shares1.54%2025-09-302025-11-07

IWO ISHARES RUSSELL 2000 GROWTH ETF6.8K shares-0.26%2025-09-302025-11-07

Sponsored

NGVC NATURAL GROCERS BY VITAMIN COT COM53.6K shares0.02%2025-09-302025-11-07

INTU INTUIT COM3.1K shares5.67%2025-09-302025-11-07

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF62.6K shares0.38%2025-09-302025-11-07

IVW ISHARES S&P 500 GROWTH ETF17.4K shares0.00%2025-09-302025-11-07

IBB ISHARES BIOTECHNOLOGY ETF14.1K shares-2.48%2025-09-302025-11-07

SPYM SPDR PORTFOLIO S&P 500 ETF25.4K shares-0.13%2025-09-302025-11-07

GILD GILEAD SCIENCES INC COM17.3K shares8.97%2025-09-302025-11-07

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS6.8K shares1.41%2025-09-302025-11-07

Sponsored

PH PARKER-HANNIFIN CORP COM2.5K shares5.91%2025-09-302025-11-07

FLOT ISHARES FLOATING RATE BOND ETF37.0K sharesnew addition2025-09-302025-11-07

WY WEYERHAEUSER CO MTN BE COM NEW76.1K shares-22.48%2025-09-302025-11-07

PATK PATRICK INDS INC COM18.0K shares-6.37%2025-09-302025-11-07

AMTM AMENTUM HOLDINGS INC COM77.5K shares-5.19%2025-09-302025-11-07

FNF FIDELITY NATIONAL FINANCIAL IN COM SHS29.4K shares0.42%2025-09-302025-11-07

UNH UNITEDHEALTH GROUP INC COM5.1K shares16.02%2025-09-302025-11-07

PLMR PALOMAR HLDGS INC COM15.1K shares-7.64%2025-09-302025-11-07

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XLF FINANCIAL SELECT SECTOR SPDR FUND32.0K shares-9.35%2025-09-302025-11-07

NKE NIKE INC CL B24.7K shares-1.14%2025-09-302025-11-07

IJK ISHARES S&P MID-CAP 400 GROWTH ETF17.8K shares0.00%2025-09-302025-11-07

GTLS CHART INDS INC COM8.5K shares-0.41%2025-09-302025-11-07

IYE ISHARES U.S. ENERGY ETF35.7K shares-80.03%2025-09-302025-11-07

GINN INNOVATE EQUITY ETF22.6K shares0.00%2025-09-302025-11-07

CYBR CYBERARK SOFTWARE LTD SHS3.4K shares-23.41%2025-09-302025-11-07

NOC NORTHROP GRUMMAN CORP COM2.7K shares-2.90%2025-09-302025-11-07

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MMM 3M Company10.3K shares12.24%2025-09-302025-11-07

FIS FIDELITY NATL INFORMATION SVCS COM24.1K shares-7.21%2025-09-302025-11-07

GD GENERAL DYNAMICS CORP COM4.7K shares10.92%2025-09-302025-11-07

XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND6.6K shares2.41%2025-09-302025-11-07

XLI INDUSTRIAL SELECT SECTOR SPDR FUND10.2K shares-5.89%2025-09-302025-11-07

ADP AUTOMATIC DATA PROCESSING INC COM5.2K shares6.27%2025-09-302025-11-07

AME AMETEK INC COM8.2K shares2.33%2025-09-302025-11-07

TYL TYLER TECHNOLOGIES INC COM2.9K shares-2.37%2025-09-302025-11-07

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VEA VANGUARD FTSE DEVELOPED MARKETS ETF25.0K shares-5.89%2025-09-302025-11-07

LIN LINDE PLC SHS3.1K shares23.00%2025-09-302025-11-07

MO ALTRIA GROUP INC COM22.4K shares3.07%2025-09-302025-11-07

IR INGERSOLL RAND INC COM17.8K shares-7.66%2025-09-302025-11-07

AMJB ALERIAN MLP INDEX ETNS DUE JANUARY 28, 204449.3K shares-15.06%2025-09-302025-11-07

STE STERIS PLC SHS USD5.8K shares-6.72%2025-09-302025-11-07

MRVL MARVELL TECHNOLOGY INC COM16.9K shares-18.86%2025-09-302025-11-07

WM WASTE MGMT INC DEL COM6.3K shares-10.84%2025-09-302025-11-07

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NSC NORFOLK SOUTHN CORP COM4.6K shares2.33%2025-09-302025-11-07

SNA SNAP ON INC COM3.9K shares2.52%2025-09-302025-11-07

LNG CHENIERE ENERGY INC COM NEW5.8K shares-3.74%2025-09-302025-11-07

RJF RAYMOND JAMES FINL INC COM7.7K shares-7.07%2025-09-302025-11-07

CVS CVS HEALTH CORP COM17.5K shares-3.56%2025-09-302025-11-07

DVYE ISHARES EMERGING MARKETS DIVIDEND ETF44.1K shares3.44%2025-09-302025-11-07

ATI ATI INC COM16.0K shares-6.15%2025-09-302025-11-07

LEN LENNAR CORP CL A10.3K shares2.24%2025-09-302025-11-07

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QLV FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND18.0K shares-1.19%2025-09-302025-11-07

ANET ARISTA NETWORKS INC COM SHS8.9K shares27.72%2025-09-302025-11-07

MKL MARKEL GROUP INC COM670 shares0.15%2025-09-302025-11-07

CDNS CADENCE DESIGN SYSTEM INC COM3.6K shares-4.10%2025-09-302025-11-07

EA ELECTRONIC ARTS INC COM6.3K shares-9.79%2025-09-302025-11-07

SMTH ALPS/SMITH CORE PLUS BOND ETF48.4K shares291.05%2025-09-302025-11-07

BJ BJS WHSL CLUB HLDGS INC COM13.6K shares-9.88%2025-09-302025-11-07

IUSG ISHARES CORE S&P U.S. GROWTH ETF7.7K shares-0.07%2025-09-302025-11-07

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AMD ADVANCED MICRO DEVICES INC COM7.7K shares-12.16%2025-09-302025-11-07

DSGX DESCARTES SYS GROUP INC COM13.1K shares-4.77%2025-09-302025-11-07

COF CAPITAL ONE FINL CORP COM5.8K shares13.42%2025-09-302025-11-07

PHM PULTE GROUP INC COM9.2K shares-0.80%2025-09-302025-11-07

T AT&T INC COM42.8K shares42.29%2025-09-302025-11-07

GLW CORNING INC COM14.2K sharesnew addition2025-09-302025-11-07

VIRT VIRTU FINL INC CL A32.8K shares26.03%2025-09-302025-11-07

VT VANGUARD TOTAL WORLD STOCK ETF8.3K shares-2.99%2025-09-302025-11-07

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HASI HA SUSTAINABLE INFRA CAP INC COM37.1K shares-10.34%2025-09-302025-11-07

IT GARTNER INC COM4.3K sharesnew addition2025-09-302025-11-07

DUK DUKE ENERGY CORP NEW COM NEW9.0K shares40.93%2025-09-302025-11-07

BN BROOKFIELD CORP CL A LTD VT SH16.1K shares0.00%2025-09-302025-11-07

TGT TARGET CORP COM12.3K shares-1.24%2025-09-302025-11-07

DE DEERE & CO COM2.4K shares-27.35%2025-09-302025-11-07

UBER UBER TECHNOLOGIES INC COM11.0K shares31.60%2025-09-302025-11-07

CMI CUMMINS INC COM2.5K shares8.92%2025-09-302025-11-07

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF14.4K shares8.80%2025-09-302025-11-07

PFF ISHARES PREFERRED & INCOME SECURITIES ETF33.7K shares-0.60%2025-09-302025-11-07

VWO VANGUARD FTSE EMERGING MARKETS ETF19.6K shares4.34%2025-09-302025-11-07

HQY HEALTHEQUITY INC COM11.2K shares-7.38%2025-09-302025-11-07

ARCB ARCBEST CORP COM15.1K shares-0.07%2025-09-302025-11-07

AVT AVNET INC COM20.0K shares0.60%2025-09-302025-11-07

C CITIGROUP INC COM NEW10.0K shares-7.63%2025-09-302025-11-07

WDAY WORKDAY INC CL A4.2K shares-1.66%2025-09-302025-11-07

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IJS ISHARES S&P SMALL-CAP 600 VALUE ETF9.1K shares2.15%2025-09-302025-11-07

IEI ISHARES 3-7 YEAR TREASURY BOND ETF8.3K shares-2.68%2025-09-302025-11-07

CARR CARRIER GLOBAL CORPORATION COM16.5K shares-0.98%2025-09-302025-11-07

AEP AMERICAN ELEC PWR CO INC COM8.6K shares4.35%2025-09-302025-11-07

CWEN CLEARWAY ENERGY INC CL C33.7K shares-0.68%2025-09-302025-11-07

PGR PROGRESSIVE CORP COM3.8K shares11.91%2025-09-302025-11-07

SHY ISHARES 1-3 YEAR TREASURY BOND ETF11.2K shares-4.25%2025-09-302025-11-07

VZ VERIZON COMMUNICATIONS INC COM20.9K shares16.07%2025-09-302025-11-07

Sponsored

CPRT COPART INC COM20.4K shares5.05%2025-09-302025-11-07

DOV DOVER CORP COM5.4K shares0.06%2025-09-302025-11-07

EEM ISHARES MSCI EMERGING MARKETS ETF16.6K shares-8.72%2025-09-302025-11-07

FLRT PACER PACIFIC ASSET FLTNG RT HI INC ETF18.3K sharesnew addition2025-09-302025-11-07

CMF ISHARES CALIFORNIA MUNI BOND ETF15.0K shares43.22%2025-09-302025-11-07

MDT MEDTRONIC PLC SHS8.8K shares32.13%2025-09-302025-11-07

IWD ISHARES RUSSELL 1000 VALUE ETF4.1K shares28.27%2025-09-302025-11-07

CB CHUBB LIMITED COM2.9K shares8.36%2025-09-302025-11-07

Sponsored

AZO AUTOZONE INC COM184 shares1.66%2025-09-302025-11-07

XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND10.0K shares-13.56%2025-09-302025-11-07

INTC INTEL CORP COM23.3K shares27.54%2025-09-302025-11-07

RAL RALLIANT CORP COM17.7K shares-34.52%2025-09-302025-11-07

LHX L3HARRIS TECHNOLOGIES INC COM2.5K shares10.40%2025-09-302025-11-07

FAST FASTENAL CO COM15.1K shares7.58%2025-09-302025-11-07

ASML ASML HOLDING N V N Y REGISTRY SHS754 shares17.26%2025-09-302025-11-07

EFIV STATE STREET SPDR S&P 500 ESG ETF11.5K shares10.53%2025-09-302025-11-07

Sponsored

BA BOEING CO COM3.3K shares15.97%2025-09-302025-11-07

COP CONOCOPHILLIPS COM7.5K shares-0.36%2025-09-302025-11-07

AWK AMERICAN WTR WKS CO INC NEW COM5.0K shares3.22%2025-09-302025-11-07

PHO INVESCO WATER RESOURCES ETF9.6K shares4.07%2025-09-302025-11-07

SRE SEMPRA COM7.6K shares24.11%2025-09-302025-11-07

IWR ISHARES RUSSELL MIDCAP ETF7.0K shares36.99%2025-09-302025-11-07

DVY ISHARES SELECT DIVIDEND ETF4.8K shares0.00%2025-09-302025-11-07

BMY BRISTOL-MYERS SQUIBB CO COM14.7K shares7.90%2025-09-302025-11-07

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DD DUPONT DE NEMOURS INC COM8.5K shares16.00%2025-09-302025-11-07

VBR VANGUARD SMALL CAP VALUE ETF3.2K shares0.00%2025-09-302025-11-07

SNPS SYNOPSYS INC COM1.3K shares138.32%2025-09-302025-11-07

MTB M & T BK CORP COM3.3K shares3.09%2025-09-302025-11-07

MU MICRON TECHNOLOGY INC COM3.9K shares9.24%2025-09-302025-11-07

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF5.8K shares-0.05%2025-09-302025-11-07

KKR KKR & CO INC COM4.9K shares6.63%2025-09-302025-11-07

YUM YUM BRANDS INC COM4.2K shares4.14%2025-09-302025-11-07

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MAS MASCO CORP COM9.1K shares-42.47%2025-09-302025-11-07

IAU ISHARES GOLD TRUST8.7K shares0.00%2025-09-302025-11-07

ETR ENTERGY CORP NEW COM6.8K shares3.54%2025-09-302025-11-07

PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF19.0K shares-3.05%2025-09-302025-11-07

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF10.4K shares5.90%2025-09-302025-11-07

AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN16.3K shares-38.40%2025-09-302025-11-07

PAYC PAYCOM SOFTWARE INC COM3.0K shares0.88%2025-09-302025-11-07

FBTC FIDELITY WISE ORIGIN BITCOIN FUND6.2K shares64.36%2025-09-302025-11-07

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IJJ ISHARES S&P MID-CAP 400 VALUE ETF4.8K shares-12.02%2025-09-302025-11-07

IDXX IDEXX LABS INC COM970 shares12.79%2025-09-302025-11-07

HXL HEXCEL CORP NEW COM9.8K shares0.08%2025-09-302025-11-07

VLO VALERO ENERGY CORP COM3.6K shares12.67%2025-09-302025-11-07

RUN SUNRUN INC COM35.2K shares1.87%2025-09-302025-11-07

EBC EASTERN BANKSHARES INC COM33.4K shares12.09%2025-09-302025-11-07

STLD STEEL DYNAMICS INC COM4.3K shares2.15%2025-09-302025-11-07

CEG CONSTELLATION ENERGY CORP COM1.8K shares17.79%2025-09-302025-11-07

Sponsored

MCK MCKESSON CORP COM752 shares15.87%2025-09-302025-11-07

CM CANADIAN IMPERIAL BANK OF COMM COM7.2K shares0.31%2025-09-302025-11-07

CTVA CORTEVA INC COM8.3K shares9.79%2025-09-302025-11-07

VFH VANGUARD FINANCIALS ETF4.3K shares0.00%2025-09-302025-11-07

SOXX ISHARES SEMICONDUCTOR ETF2.0K shares-8.97%2025-09-302025-11-07

ARIS ARIS WATER SOLUTIONS INC CLASS A COM22.1K shares-6.75%2025-09-302025-11-07

ADSK AUTODESK INC COM1.7K shares29.16%2025-09-302025-11-07

TRV TRAVELERS COMPANIES INC COM1.9K shares18.99%2025-09-302025-11-07

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DSI ISHARES ESG MSCI KLD 400 ETF4.2K shares0.00%2025-09-302025-11-07

THC TENET HEALTHCARE CORP COM NEW2.6K shares2.52%2025-09-302025-11-07

SWK STANLEY BLACK & DECKER INC COM7.1K shares2.32%2025-09-302025-11-07

QQQM INVESCO NASDAQ 100 ETF2.1K shares29.65%2025-09-302025-11-07

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.1K shares0.00%2025-09-302025-11-07

MET METLIFE INC COM6.1K shares-1.76%2025-09-302025-11-07

GWW GRAINGER W W INC COM526 shares-13.06%2025-09-302025-11-07

HEI.A HEICO CORP NEW CL A2.0K shares-10.63%2025-09-302025-11-07

Sponsored

TSCO TRACTOR SUPPLY CO COM8.7K sharesnew addition2025-09-302025-11-07

CSL CARLISLE COS INC COM1.5K shares0.60%2025-09-302025-11-07

WPC WP CAREY INC COM7.3K shares1.65%2025-09-302025-11-07

SCHF SCHWAB INTERNATIONAL EQUITY ETF21.0K shares0.00%2025-09-302025-11-07

ESGD ISHARES ESG AWARE MSCI EAFE ETF5.2K shares1.00%2025-09-302025-11-07

EPD ENTERPRISE PRODS PARTNERS L P COM15.4K shares-4.93%2025-09-302025-11-07

HSY HERSHEY CO COM2.6K shares5.04%2025-09-302025-11-07

TEL TE CONNECTIVITY PLC ORD SHS2.2K shares36.49%2025-09-302025-11-07

Sponsored

DASH DOORDASH INC CL A1.7K shares22.87%2025-09-302025-11-07

PYPL PAYPAL HLDGS INC COM7.1K shares51.26%2025-09-302025-11-07

GIS GENERAL MLS INC COM9.2K shares43.79%2025-09-302025-11-07

AROC ARCHROCK INC COM17.6K shares-11.10%2025-09-302025-11-07

HPE HEWLETT PACKARD ENTERPRISE CO COM18.8K sharesnew addition2025-09-302025-11-07

SHEL SHELL PLC SPON ADS6.4K shares-51.80%2025-09-302025-11-07

OKE ONEOK INC NEW COM6.3K shares-25.21%2025-09-302025-11-07

NDAQ NASDAQ INC COM5.2K shares6.64%2025-09-302025-11-07

Sponsored

AN AUTONATION INC COM2.1K shares3.18%2025-09-302025-11-07

SAP SAP SE SPON ADR1.7K shares-3.76%2025-09-302025-11-07

FFIV F5 INC COM1.4K shares29.67%2025-09-302025-11-07

MCO MOODYS CORP COM943 shares16.28%2025-09-302025-11-07

SO SOUTHERN CO COM4.7K shares11.45%2025-09-302025-11-07

DELL DELL TECHNOLOGIES INC CL C3.1K shares4.52%2025-09-302025-11-07

RSP INVESCO S&P 500 EQUAL WEIGHT ETF2.3K shares9.34%2025-09-302025-11-07

IEF ISHARES 7-10 YEAR TREASURY BOND ETF4.5K shares-0.75%2025-09-302025-11-07

Sponsored

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF11.2K shares0.00%2025-09-302025-11-07

REGN REGENERON PHARMACEUTICALS COM764 shares29.71%2025-09-302025-11-07

PEG PUBLIC SVC ENTERPRISE GRP INC COM5.1K shares5.33%2025-09-302025-11-07

VEEV VEEVA SYS INC CL A COM1.4K shares1.64%2025-09-302025-11-07

MPWR MONOLITHIC PWR SYS INC COM462 shares20.31%2025-09-302025-11-07

UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT10.8K shares-4.11%2025-09-302025-11-07

MNST MONSTER BEVERAGE CORP NEW COM6.3K shares22.72%2025-09-302025-11-07

TMUS T-MOBILE US INC COM1.8K shares47.68%2025-09-302025-11-07

Sponsored

CTAS CINTAS CORP COM2.0K shares23.84%2025-09-302025-11-07

LYTS LSI INDS INC OHIO COM17.6K shares-15.07%2025-09-302025-11-07

COR CENCORA INC COM1.3K shares-3.34%2025-09-302025-11-07

HIG HARTFORD INSURANCE GROUP INC COM3.1K shares40.42%2025-09-302025-11-07

BALL BALL CORP COM8.1K shares-4.20%2025-09-302025-11-07

CNI CANADIAN NATL RY CO COM4.3K shares-2.02%2025-09-302025-11-07

COIN COINBASE GLOBAL INC COM CL A1.2K shares19.76%2025-09-302025-11-07

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4.9K shares-0.30%2025-09-302025-11-07

Sponsored

JCI JOHNSON CTLS INTL PLC SHS3.6K shares12.53%2025-09-302025-11-07

ODFL OLD DOMINION FREIGHT LINE INC COM2.8K shares19.17%2025-09-302025-11-07

VRSK VERISK ANALYTICS INC COM1.6K shares10.04%2025-09-302025-11-07

CI THE CIGNA GROUP COM1.4K shares-22.55%2025-09-302025-11-07

JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF3.9K shares0.00%2025-09-302025-11-07

TD TORONTO DOMINION BK ONT COM NEW4.8K shares0.56%2025-09-302025-11-07

MSCI MSCI INC COM669 shares1.36%2025-09-302025-11-07

NVS NOVARTIS AG SPONSORED ADR2.9K shares6.87%2025-09-302025-11-07

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SONY SONY GROUP CORP SPONSORED ADR13.1K shares-0.41%2025-09-302025-11-07

A AGILENT TECHNOLOGIES INC COM2.9K sharesnew addition2025-09-302025-11-07

PLD PROLOGIS INC. COM3.3K shares46.86%2025-09-302025-11-07

LH LABCORP HOLDINGS INC COM SHS1.3K shares13.08%2025-09-302025-11-07

MAIN MAIN STR CAP CORP COM5.8K shares0.00%2025-09-302025-11-07

USB US BANCORP DEL COM NEW7.7K shares9.31%2025-09-302025-11-07

ALL ALLSTATE CORP COM1.7K shares12.17%2025-09-302025-11-07

MTZ MASTEC INC COM1.7K shares3.15%2025-09-302025-11-07

Sponsored

HCA HCA HEALTHCARE INC COM867 shares19.59%2025-09-302025-11-07

AFL AFLAC INC COM3.3K shares19.36%2025-09-302025-11-07

NUE NUCOR CORP COM2.7K shares8.09%2025-09-302025-11-07

HWM HOWMET AEROSPACE INC COM1.8K shares28.74%2025-09-302025-11-07

ED CONSOLIDATED EDISON INC COM3.6K shares-33.83%2025-09-302025-11-07

CMS CMS ENERGY CORP COM4.9K shares-10.98%2025-09-302025-11-07

GIB CGI INC CL A SUB VTG4.0K shares-0.69%2025-09-302025-11-07

TER TERADYNE INC COM2.6K sharesnew addition2025-09-302025-11-07

Sponsored

VV VANGUARD LARGE-CAP ETF1.2K shares0.00%2025-09-302025-11-07

IWN ISHARES RUSSELL 2000 VALUE ETF2.0K shares0.00%2025-09-302025-11-07

WDC WESTERN DIGITAL CORP COM3.0K sharesnew addition2025-09-302025-11-07

HAS HASBRO INC COM4.7K shares10.62%2025-09-302025-11-07

NEM NEWMONT CORP COM4.2K sharesnew addition2025-09-302025-11-07

ON ON SEMICONDUCTOR CORP COM7.2K shares7.60%2025-09-302025-11-07

PCAR PACCAR INC COM3.6K shares9.13%2025-09-302025-11-07

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF4.8K shares0.00%2025-09-302025-11-07

Sponsored

SCHA SCHWAB U.S. SMALL-CAP ETF12.6K shares-2.05%2025-09-302025-11-07

IRM IRON MTN INC DEL COM3.4K shares11.72%2025-09-302025-11-07

BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A8.4K shares-1.46%2025-09-302025-11-07

IVOO VANGUARD S&P MID-CAP 400 ETF3.1K shares0.45%2025-09-302025-11-07

MPC MARATHON PETE CORP COM1.8K shares14.89%2025-09-302025-11-07

ELV ELEVANCE HEALTH INC FORMERLY A COM1.1K shares-2.94%2025-09-302025-11-07

TDY TELEDYNE TECHNOLOGIES INC COM579 shares2.48%2025-09-302025-11-07

DECK DECKERS OUTDOOR CORP COM3.3K shares15.57%2025-09-302025-11-07

Sponsored

WAT WATERS CORP COM1.1K shares-0.44%2025-09-302025-11-07

D DOMINION ENERGY INC COM5.5K shares-33.95%2025-09-302025-11-07

HPQ HP INC COM12.3K sharesnew addition2025-09-302025-11-07

FDX FEDEX CORP COM1.4K shares5.27%2025-09-302025-11-07

EXC EXELON CORP COM7.4K shares26.15%2025-09-302025-11-07

NFE NEW FORTRESS ENERGY INC COM CL A149.7K shares7.67%2025-09-302025-11-07

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND3.5K shares0.00%2025-09-302025-11-07

RGEN REPLIGEN CORP COM2.5K shares-14.96%2025-09-302025-11-07

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ROK ROCKWELL AUTOMATION INC COM937 shares12.08%2025-09-302025-11-07

APD AIR PRODS & CHEMS INC COM1.2K shares3.09%2025-09-302025-11-07

ABNB AIRBNB INC COM CL A2.7K shares7.01%2025-09-302025-11-07

EBAY EBAY INC. COM3.5K shares13.27%2025-09-302025-11-07

OXY OCCIDENTAL PETE CORP COM6.7K shares12.69%2025-09-302025-11-07

VHT VANGUARD HEALTH CARE ETF1.2K shares-2.16%2025-09-302025-11-07

PAAA PGIM AAA CLO ETF6.2K sharesnew addition2025-09-302025-11-07

VDC VANGUARD CONSUMER STAPLES ETF1.5K shares-0.54%2025-09-302025-11-07

Sponsored

WELL WELLTOWER INC COM1.8K shares34.55%2025-09-302025-11-07

IEV ISHARES EUROPE ETF4.8K shares23.68%2025-09-302025-11-07

RMD RESMED INC COM1.1K shares10.56%2025-09-302025-11-07

PCG PG&E CORP COM20.4K shares12.85%2025-09-302025-11-07

WAB WABTEC COM1.5K shares25.16%2025-09-302025-11-07

TROW PRICE T ROWE GROUP INC COM3.0K shares31.55%2025-09-302025-11-07

HOLX HOLOGIC INC COM4.5K shares-18.96%2025-09-302025-11-07

EQIX EQUINIX INC COM383 sharesnew addition2025-09-302025-11-07

Sponsored

CHEF CHEFS WHSE INC COM5.1K shares1.83%2025-09-302025-11-07

WRB BERKLEY W R CORP COM3.9K shares4.30%2025-09-302025-11-07

VST VISTRA CORP COM1.5K shares27.00%2025-09-302025-11-07

IWS ISHARES RUSSELL MID-CAP VALUE ETF2.1K shares0.00%2025-09-302025-11-07

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF3.9K shares-2.70%2025-09-302025-11-07

MUNY VANGUARD NEW YORK TAX-EXEMPT BOND ETF2.9K sharesnew addition2025-09-302025-11-07

DGX QUEST DIAGNOSTICS INC COM1.5K shares25.08%2025-09-302025-11-07

BIV VANGUARD INTERMEDIATE-TERM BOND ETF3.7K shares0.00%2025-09-302025-11-07

Sponsored

GM GENERAL MTRS CO COM4.7K sharesnew addition2025-09-302025-11-07

CMG CHIPOTLE MEXICAN GRILL INC COM7.3K shares-7.59%2025-09-302025-11-07

GGG GRACO INC COM3.3K shares0.51%2025-09-302025-11-07

BR BROADRIDGE FINL SOLUTIONS INC COM1.2K shares34.28%2025-09-302025-11-07

EXAS EXACT SCIENCES CORP COM5.1K shares-0.17%2025-09-302025-11-07

AXON AXON ENTERPRISE INC COM391 sharesnew addition2025-09-302025-11-07

VDE VANGUARD ENERGY ETF2.2K shares-15.17%2025-09-302025-11-07

AIG AMERICAN INTL GROUP INC COM NEW3.5K shares-45.26%2025-09-302025-11-07

Sponsored

CSX CSX CORP COM7.8K shares7.32%2025-09-302025-11-07

CMA COMERICA INC COM4.0K shares4.64%2025-09-302025-11-07

DTE DTE ENERGY CO COM1.9K shares10.13%2025-09-302025-11-07

APP APPLOVIN CORP COM CL A380 sharesnew addition2025-09-302025-11-07

EVTC EVERTEC INC COM8.0K shares0.00%2025-09-302025-11-07

NBIS NEBIUS GROUP N.V. SHS CLASS A2.4K sharesnew addition2025-09-302025-11-07

SWKS SKYWORKS SOLUTIONS INC COM3.5K sharesnew addition2025-09-302025-11-07

PNC PNC FINL SVCS GROUP INC COM1.3K shares20.07%2025-09-302025-11-07

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF3.0K shares0.00%2025-09-302025-11-07

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND2.2K shares-4.81%2025-09-302025-11-07

BDX BECTON DICKINSON & CO COM1.4K sharesnew addition2025-09-302025-11-07

XLU UTILITIES SELECT SECTOR SPDR FUND3.0K shares-27.85%2025-09-302025-11-07

RCL ROYAL CARIBBEAN GROUP COM801 sharesnew addition2025-09-302025-11-07

OTIS OTIS WORLDWIDE CORP COM2.8K shares-12.00%2025-09-302025-11-07

BK BANK NEW YORK MELLON CORP COM2.4K sharesnew addition2025-09-302025-11-07

NVR NVR INC COM32 shares-13.51%2025-09-302025-11-07

Sponsored

BIIB BIOGEN INC COM1.8K sharesnew addition2025-09-302025-11-07

WSO WATSCO INC COM627 shares-5.00%2025-09-302025-11-07

VRSN VERISIGN INC COM900 shares15.53%2025-09-302025-11-07

SLB SLB LIMITED COM STK7.3K sharesnew addition2025-09-302025-11-07

Call Option Holdings

NFE Call CallNEW FORTRESS ENERGY INC COM CL A110.0K shares0.00%2025-09-302025-11-07

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION COM47.0K sharesnew addition2025-09-302025-11-07

AVGO Put PutBROADCOM INC COM4.5K shares0.00%2025-09-302025-11-07