The Analysis of Crewe Advisors LLC's Holdings

Currently, Crewe Advisors LLC holds 1099 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in PACS (+1.0M shares, valued at $39.8M), NFLX (+38.6K shares, valued at $3.6M), RGLD (+12.5K shares, valued at $2.8M); decreased their positions in PULS (-178.6K shares, valued at $8.9M), JPST (-22.9K shares, valued at $1.2M), TSLA (-2.6K shares, valued at $1.1M); initiated new positions in RGLD (+12.5K shares, valued at $2.8M), IOO (+756 shares, valued at $95.8K), BLOK (+1.4K shares, valued at $77.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR200.3K shares1.77%2025-12-312026-01-16

PACS PACS GROUP INC2.1M shares93.14%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR100.8K shares-1.04%2025-12-312026-01-16

IJH ISHARES TR930.7K shares3.23%2025-12-312026-01-16

IEFA ISHARES TR551.1K shares4.43%2025-12-312026-01-16

BND VANGUARD BD INDEX FDS604.5K shares4.86%2025-12-312026-01-16

BRK.A BERKSHIRE HATHAWAY INC DEL56 shares0.00%2025-12-312026-01-16

ESGV VANGUARD WORLD FD322.4K shares-0.01%2025-12-312026-01-16

Sponsored

PULS PGIM ETF TR760.9K shares-19.01%2025-12-312026-01-16

DBEF DBX ETF TR754.4K shares2.27%2025-12-312026-01-16

MDY SPDR S&P MIDCAP 400 ETF TR50.1K shares0.01%2025-12-312026-01-16

MSFT MICROSOFT CORP59.6K shares-1.08%2025-12-312026-01-16

AAPL APPLE INC102.8K shares-3.05%2025-12-312026-01-16

MUB ISHARES TR215.7K shares3.08%2025-12-312026-01-16

VB VANGUARD INDEX FDS85.5K shares0.00%2025-12-312026-01-16

IJR ISHARES TR147.9K shares4.20%2025-12-312026-01-16

Sponsored

TSLA TESLA INC39.3K shares-6.11%2025-12-312026-01-16

IWM ISHARES TR71.5K shares-1.42%2025-12-312026-01-16

CVX CHEVRON CORP NEW114.3K shares-4.41%2025-12-312026-01-16

ALPHABET INC ALPHABET INC53.2K shares-1.42%2025-12-312026-01-16

VGT VANGUARD WORLD FD20.6K shares0.85%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL25.4K shares-1.26%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR19.4K shares-3.26%2025-12-312026-01-16

HELO J P MORGAN EXCHANGE TRADED F151.2K shares9.56%2025-12-312026-01-16

Sponsored

VSGX VANGUARD WORLD FD140.2K shares-4.95%2025-12-312026-01-16

ALPHABET INC ALPHABET INC28.0K shares-3.65%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC39.1K shares-0.24%2025-12-312026-01-16

EFA ISHARES TR85.0K shares-0.02%2025-12-312026-01-16

VCIT VANGUARD SCOTTSDALE FDS93.0K shares1.71%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS11.6K shares-5.25%2025-12-312026-01-16

NVDA NVIDIA CORPORATION35.3K shares0.45%2025-12-312026-01-16

V VISA INC17.1K shares0.52%2025-12-312026-01-16

Sponsored

AMZN AMAZON COM INC25.9K shares-4.73%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS60.1K shares7.50%2025-12-312026-01-16

VWO VANGUARD INTL EQUITY INDEX F95.5K shares5.07%2025-12-312026-01-16

VTI VANGUARD INDEX FDS14.4K shares-0.02%2025-12-312026-01-16

IEMG ISHARES INC68.1K shares4.39%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.12.6K shares0.69%2025-12-312026-01-16

EQT CORP EQT CORP75.1K shares0.00%2025-12-312026-01-16

NFLX NETFLIX INC42.9K shares903.96%2025-12-312026-01-16

Sponsored

META META PLATFORMS INC5.9K shares0.44%2025-12-312026-01-16

JPST J P MORGAN EXCHANGE TRADED F68.2K shares-25.18%2025-12-312026-01-16

IWF ISHARES TR6.8K shares-2.36%2025-12-312026-01-16

SCZ ISHARES TR37.1K shares11.36%2025-12-312026-01-16

XOM EXXON MOBIL CORP23.1K shares-4.81%2025-12-312026-01-16

RGLD ROYAL GOLD INC12.5K sharesnew addition2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR97.2K shares2.17%2025-12-312026-01-16

MCO MOODYS CORP5.1K shares-5.76%2025-12-312026-01-16

Sponsored

SUB ISHARES TR23.4K shares-0.99%2025-12-312026-01-16

ARISTA NETWORKS INC ARISTA NETWORKS INC18.3K shares0.10%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS10.2K shares-1.06%2025-12-312026-01-16

BROADCOM INC BROADCOM INC6.4K shares-25.70%2025-12-312026-01-16

JEPI J P MORGAN EXCHANGE TRADED F38.4K shares32.93%2025-12-312026-01-16

AXP AMERICAN EXPRESS CO5.6K shares-0.04%2025-12-312026-01-16

TJX TJX COS INC NEW13.4K shares-11.12%2025-12-312026-01-16

GLD SPDR GOLD TR5.1K shares0.00%2025-12-312026-01-16

Sponsored

PFF ISHARES TR64.9K shares-7.47%2025-12-312026-01-16

XLK SELECT SECTOR SPDR TR13.8K shares91.57%2025-12-312026-01-16

EEM ISHARES TR35.9K shares0.06%2025-12-312026-01-16

MA MASTERCARD INCORPORATED3.4K shares-12.53%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS30.8K shares2.70%2025-12-312026-01-16

DGRO ISHARES TR27.4K shares0.86%2025-12-312026-01-16

MMAX ISHARES TR61.7K shares0.00%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW1.8K shares0.51%2025-12-312026-01-16

Sponsored

RWAY RUNWAY GROWTH FINANCE CORP172.0K shares0.00%2025-12-312026-01-16

VO VANGUARD INDEX FDS4.8K shares-11.02%2025-12-312026-01-16

SHOP SHOPIFY INC8.7K shares0.52%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS4.7K shares-9.20%2025-12-312026-01-16

IVW ISHARES TR10.9K shares106.65%2025-12-312026-01-16

IDA IDACORP INC10.4K shares0.00%2025-12-312026-01-16

HD HOME DEPOT INC3.8K shares0.48%2025-12-312026-01-16

ORCL ORACLE CORP6.4K shares4.63%2025-12-312026-01-16

Sponsored

SCHX SCHWAB STRATEGIC TR45.4K shares-8.02%2025-12-312026-01-16

APH AMPHENOL CORP NEW8.5K shares0.44%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO8.0K shares-7.53%2025-12-312026-01-16

BAC BANK AMERICA CORP19.7K shares0.76%2025-12-312026-01-16

EXE EXPAND ENERGY CORPORATION9.4K shares0.00%2025-12-312026-01-16

SHEL SHELL PLC14.1K shares-4.70%2025-12-312026-01-16

SMAX ISHARES TR38.1K shares10.83%2025-12-312026-01-16

MAXJ ISHARES TR36.3K shares0.00%2025-12-312026-01-16

Sponsored

RTX RTX CORPORATION5.6K shares-0.70%2025-12-312026-01-16

BLACKSTONE INC BLACKSTONE INC6.6K shares0.38%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC9.7K shares0.59%2025-12-312026-01-16

DMAX ISHARES TR37.8K shares0.00%2025-12-312026-01-16

GSAT GLOBALSTAR INC16.3K shares0.00%2025-12-312026-01-16

AN AUTONATION INC4.8K shares0.00%2025-12-312026-01-16

WMT WALMART INC8.7K shares0.06%2025-12-312026-01-16

CAT CATERPILLAR INC1.6K shares0.94%2025-12-312026-01-16

Sponsored

LLY ELI LILLY & CO848 shares-17.03%2025-12-312026-01-16

VXF VANGUARD INDEX FDS4.2K shares0.00%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE2.8K shares0.72%2025-12-312026-01-16

BKNG BOOKING HOLDINGS INC153 shares0.00%2025-12-312026-01-16

VUG VANGUARD INDEX FDS1.6K shares2.11%2025-12-312026-01-16

SCHB SCHWAB STRATEGIC TR30.0K shares-13.75%2025-12-312026-01-16

EMB ISHARES TR8.0K shares-0.49%2025-12-312026-01-16

MLM MARTIN MARIETTA MATLS INC1.2K shares-9.92%2025-12-312026-01-16

Sponsored

SHW SHERWIN WILLIAMS CO2.3K shares-0.35%2025-12-312026-01-16

AMP AMERIPRISE FINL INC1.4K shares0.00%2025-12-312026-01-16

BA BOEING CO3.2K shares0.92%2025-12-312026-01-16

IWB ISHARES TR1.8K shares0.00%2025-12-312026-01-16

AMAT APPLIED MATLS INC2.7K shares1.10%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC4.2K shares1.01%2025-12-312026-01-16

IBKR INTERACTIVE BROKERS GROUP IN10.2K shares0.00%2025-12-312026-01-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.4K shares124.72%2025-12-312026-01-16

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.3K shares1.03%2025-12-312026-01-16

AGG ISHARES TR6.1K shares-1.07%2025-12-312026-01-16

INTC INTEL CORP16.3K shares-0.21%2025-12-312026-01-16

APP APPLOVIN CORP893 shares1.48%2025-12-312026-01-16

ABBV ABBVIE INC2.6K shares1.05%2025-12-312026-01-16

MCD MCDONALDS CORP1.9K shares-14.23%2025-12-312026-01-16

XLV SELECT SECTOR SPDR TR3.8K shares-1.68%2025-12-312026-01-16

EWJ ISHARES INC7.3K shares0.00%2025-12-312026-01-16

Sponsored

JNJ JOHNSON & JOHNSON2.8K shares-8.79%2025-12-312026-01-16

SCHK SCHWAB STRATEGIC TR17.5K shares-14.56%2025-12-312026-01-16

ENSG ENSIGN GROUP INC3.3K shares0.00%2025-12-312026-01-16

HG HAMILTON INSURANCE GROUP LTD20.2K shares0.00%2025-12-312026-01-16

JAAA JANUS DETROIT STR TR10.9K shares9.11%2025-12-312026-01-16

GIS GENERAL MLS INC11.8K shares0.30%2025-12-312026-01-16

JEPQ J P MORGAN EXCHANGE TRADED F9.3K shares31.79%2025-12-312026-01-16

BBEU J P MORGAN EXCHANGE TRADED F7.2K shares0.00%2025-12-312026-01-16

Sponsored

SU SUNCOR ENERGY INC NEW11.9K shares0.00%2025-12-312026-01-16

QUAL ISHARES TR2.6K shares-12.80%2025-12-312026-01-16

SCHF SCHWAB STRATEGIC TR21.8K shares2.50%2025-12-312026-01-16

MMM 3M CO3.3K shares0.28%2025-12-312026-01-16

ITOT ISHARES TR3.5K shares3.95%2025-12-312026-01-16

IVE ISHARES TR2.4K shares99.42%2025-12-312026-01-16

IEI ISHARES TR4.3K shares1.19%2025-12-312026-01-16

TMO THERMO FISHER SCIENTIFIC INC856 shares0.00%2025-12-312026-01-16

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET12.3K shares119.77%2025-12-312026-01-16

INTU INTUIT717 shares-3.76%2025-12-312026-01-16

IWV ISHARES TR1.2K shares0.00%2025-12-312026-01-16

SDY SPDR SERIES TRUST3.4K shares0.00%2025-12-312026-01-16

JEF JEFFERIES FINL GROUP INC7.5K shares0.00%2025-12-312026-01-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.3K shares0.65%2025-12-312026-01-16

DIA SPDR DOW JONES INDL AVERAGE947 shares-16.93%2025-12-312026-01-16

LOW LOWES COS INC1.9K shares-4.41%2025-12-312026-01-16

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.5K shares7.92%2025-12-312026-01-16

MCK MCKESSON CORP529 shares-5.03%2025-12-312026-01-16

IJK ISHARES TR4.5K shares0.00%2025-12-312026-01-16

AMGN AMGEN INC1.3K shares0.77%2025-12-312026-01-16

ALL ALLSTATE CORP2.0K shares0.30%2025-12-312026-01-16

MDB MONGODB INC1.0K shares-0.20%2025-12-312026-01-16

BMY BRISTOL-MYERS SQUIBB CO7.8K shares1.31%2025-12-312026-01-16

PANW PALO ALTO NETWORKS INC2.2K shares0.67%2025-12-312026-01-16

Sponsored

IBIT ISHARES BITCOIN TRUST ETF8.2K shares612.46%2025-12-312026-01-16

XLF SELECT SECTOR SPDR TR7.4K shares-6.54%2025-12-312026-01-16

MS MORGAN STANLEY2.2K shares1.41%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC450 shares2.04%2025-12-312026-01-16

IWD ISHARES TR1.9K shares0.00%2025-12-312026-01-16

TXN TEXAS INSTRS INC2.2K shares-1.02%2025-12-312026-01-16

IQDF FLEXSHARES TR12.7K shares0.00%2025-12-312026-01-16

NWE NORTHWESTERN ENERGY GROUP IN5.9K shares1.02%2025-12-312026-01-16

Sponsored

ADBE ADOBE INC1.1K shares-48.14%2025-12-312026-01-16

SYK STRYKER CORPORATION1.0K shares1.06%2025-12-312026-01-16

DIS DISNEY WALT CO3.1K shares0.65%2025-12-312026-01-16

CITIGROUP INC CITIGROUP INC3.0K shares2.14%2025-12-312026-01-16

IWR ISHARES TR3.5K shares0.00%2025-12-312026-01-16

CMI CUMMINS INC650 shares1.56%2025-12-312026-01-16

OEF ISHARES TR956 shares-2.45%2025-12-312026-01-16

CRM SALESFORCE INC1.2K shares2.35%2025-12-312026-01-16

Sponsored

GEV GE VERNOVA INC493 shares-15.00%2025-12-312026-01-16

CSCO CISCO SYS INC4.2K shares0.77%2025-12-312026-01-16

CRWD CROWDSTRIKE HLDGS INC684 shares1.03%2025-12-312026-01-16

AZO AUTOZONE INC94 shares0.00%2025-12-312026-01-16

WFC WELLS FARGO CO NEW3.4K shares2.92%2025-12-312026-01-16

MU MICRON TECHNOLOGY INC1.1K shares4.89%2025-12-312026-01-16

LINDE PLC LINDE PLC736 shares-1.21%2025-12-312026-01-16

PAVE GLOBAL X FDS6.5K shares0.00%2025-12-312026-01-16

Sponsored

NUE NUCOR CORP1.9K shares-26.96%2025-12-312026-01-16

EPI WISDOMTREE TR6.7K shares0.00%2025-12-312026-01-16

BUFG FIRST TR EXCHNG TRADED FD VI11.1K shares0.00%2025-12-312026-01-16

PFE PFIZER INC12.3K shares2.81%2025-12-312026-01-16

ACWI ISHARES TR2.1K shares0.00%2025-12-312026-01-16

BP BP PLC8.5K shares-10.08%2025-12-312026-01-16

VTEB VANGUARD MUN BD FDS5.7K shares33.43%2025-12-312026-01-16

HON HONEYWELL INTL INC1.5K shares1.11%2025-12-312026-01-16

Sponsored

NEE NEXTERA ENERGY INC3.5K shares0.91%2025-12-312026-01-16

PEP PEPSICO INC1.9K shares2.57%2025-12-312026-01-16

GDX VANECK ETF TRUST3.2K shares0.00%2025-12-312026-01-16

SONY SONY GROUP CORP10.6K shares0.44%2025-12-312026-01-16

WM WASTE MGMT INC DEL1.2K shares0.16%2025-12-312026-01-16

EA ELECTRONIC ARTS INC1.3K shares0.00%2025-12-312026-01-16

NAUT NAUTILUS BIOTECHNOLOGY INC136.1K shares0.00%2025-12-312026-01-16

YUM YUM BRANDS INC1.7K shares0.70%2025-12-312026-01-16

Sponsored

MFC MANULIFE FINL CORP7.2K shares0.00%2025-12-312026-01-16

MINT PIMCO ETF TR2.6K shares0.00%2025-12-312026-01-16

VBR VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-16

SCHG SCHWAB STRATEGIC TR7.7K shares0.00%2025-12-312026-01-16

PPL PPL CORP7.1K shares0.20%2025-12-312026-01-16

IREN IREN LIMITED6.3K shares0.00%2025-12-312026-01-16

ZION ZIONS BANCORPORATION N A4.1K shares0.00%2025-12-312026-01-16

FNDB SCHWAB STRATEGIC TR8.8K shares0.00%2025-12-312026-01-16

Sponsored

CMCSA COMCAST CORP NEW7.7K shares0.98%2025-12-312026-01-16

PNW PINNACLE WEST CAP CORP2.6K shares0.62%2025-12-312026-01-16

VYM VANGUARD WHITEHALL FDS1.6K shares0.00%2025-12-312026-01-16

VRTX VERTEX PHARMACEUTICALS INC504 shares0.60%2025-12-312026-01-16

SPGI S&P GLOBAL INC435 shares35.09%2025-12-312026-01-16

FDX FEDEX CORP777 shares0.39%2025-12-312026-01-16

VTV VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-01-16

BKH BLACK HILLS CORP3.1K shares0.42%2025-12-312026-01-16

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2025-12-312026-01-16

XLY SELECT SECTOR SPDR TR1.8K shares108.99%2025-12-312026-01-16

W WAYFAIR INC2.1K shares0.00%2025-12-312026-01-16

RDVY FIRST TR EXCHANGE TRADED FD3.0K shares0.03%2025-12-312026-01-16

LMT LOCKHEED MARTIN CORP420 shares0.24%2025-12-312026-01-16

VT VANGUARD INTL EQUITY INDEX F1.4K shares0.00%2025-12-312026-01-16

NSC NORFOLK SOUTHN CORP677 shares0.30%2025-12-312026-01-16

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F2.1K shares0.00%2025-12-312026-01-16

Sponsored

IDEV ISHARES TR2.3K shares0.00%2025-12-312026-01-16

SHY ISHARES TR2.3K shares0.00%2025-12-312026-01-16

ADPT ADAPTIVE BIOTECHNOLOGIES COR11.5K shares0.00%2025-12-312026-01-16

FNDX SCHWAB STRATEGIC TR6.8K shares0.00%2025-12-312026-01-16

TSM TAIWAN SEMICONDUCTOR MFG LTD605 shares-0.17%2025-12-312026-01-16

ILCG ISHARES TR1.7K shares0.00%2025-12-312026-01-16

THE CIGNA GROUP THE CIGNA GROUP652 shares-2.83%2025-12-312026-01-16

ADSK AUTODESK INC604 shares-11.70%2025-12-312026-01-16

Sponsored

SPB SPECTRUM BRANDS HLDGS INC NE3.0K shares0.00%2025-12-312026-01-16

TOST TOAST INC5.0K shares0.00%2025-12-312026-01-16

AZN ASTRAZENECA PLC1.9K shares0.69%2025-12-312026-01-16

PPG PPG INDS INC1.7K shares0.00%2025-12-312026-01-16

UBER UBER TECHNOLOGIES INC2.1K shares6.62%2025-12-312026-01-16

RBLX ROBLOX CORP2.1K shares0.67%2025-12-312026-01-16

JGRO J P MORGAN EXCHANGE TRADED F1.8K shares0.00%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC500 shares-23.08%2025-12-312026-01-16

Sponsored

DYNF BLACKROCK ETF TRUST2.7K shares-11.06%2025-12-312026-01-16

STWD STARWOOD PPTY TR INC9.0K shares0.52%2025-12-312026-01-16

NOBL PROSHARES TR1.6K shares0.00%2025-12-312026-01-16

XLE SELECT SECTOR SPDR TR3.6K shares115.32%2025-12-312026-01-16

KR KROGER CO2.6K shares0.74%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC507 shares0.40%2025-12-312026-01-16

HYG ISHARES TR2.0K shares1.94%2025-12-312026-01-16

CEG CONSTELLATION ENERGY CORP453 shares0.22%2025-12-312026-01-16

Sponsored

T AT&T INC6.3K shares2.33%2025-12-312026-01-16

OBDC BLUE OWL CAPITAL CORPORATION12.4K shares3.89%2025-12-312026-01-16

HEI.A HEICO CORP NEW599 shares0.00%2025-12-312026-01-16

CGXU CAPITAL GROUP INTL FOCUS EQT5.1K shares0.00%2025-12-312026-01-16

ARTY ISHARES TR3.1K shares0.00%2025-12-312026-01-16

SPYM SPDR SERIES TRUST1.8K shares39.60%2025-12-312026-01-16

FFIN FIRST FINL BANKSHARES INC4.8K shares0.00%2025-12-312026-01-16

SPYG SPDR SERIES TRUST1.3K shares38.52%2025-12-312026-01-16

Sponsored

QQQE DIREXION SHS ETF TR1.4K shares0.00%2025-12-312026-01-16

DASH DOORDASH INC606 shares2.71%2025-12-312026-01-16

DVY ISHARES TR951 shares0.96%2025-12-312026-01-16

SBUX STARBUCKS CORP1.6K shares3.04%2025-12-312026-01-16

SCHE SCHWAB STRATEGIC TR4.1K shares2.64%2025-12-312026-01-16

CMS CMS ENERGY CORP1.9K shares0.00%2025-12-312026-01-16

ETR ENTERGY CORP NEW1.4K shares0.49%2025-12-312026-01-16

AEP AMERICAN ELEC PWR CO INC1.1K shares1.51%2025-12-312026-01-16

Sponsored

ISRG INTUITIVE SURGICAL INC232 shares4.98%2025-12-312026-01-16

NXPI NXP SEMICONDUCTORS N V600 shares0.00%2025-12-312026-01-16

VZ VERIZON COMMUNICATIONS INC3.2K shares6.12%2025-12-312026-01-16

NOC NORTHROP GRUMMAN CORP225 shares0.00%2025-12-312026-01-16

VOT VANGUARD INDEX FDS458 shares0.00%2025-12-312026-01-16

ZTS ZOETIS INC1.0K shares0.80%2025-12-312026-01-16

MTUM ISHARES TR493 shares-3.90%2025-12-312026-01-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.8K shares0.00%2025-12-312026-01-16

Sponsored

BF.A BROWN FORMAN CORP4.6K shares0.00%2025-12-312026-01-16

WD WALKER & DUNLOP INC2.0K shares0.00%2025-12-312026-01-16

ABT ABBOTT LABS954 shares6.12%2025-12-312026-01-16

MPLX MPLX LP2.2K shares2.03%2025-12-312026-01-16

OTIS OTIS WORLDWIDE CORP1.4K shares0.00%2025-12-312026-01-16

TPC TUTOR PERINI CORP1.8K shares0.00%2025-12-312026-01-16

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC805 shares0.50%2025-12-312026-01-16

PNC PNC FINL SVCS GROUP INC558 shares1.27%2025-12-312026-01-16

Sponsored

SOXL DIREXION SHS ETF TR2.8K shares-28.57%2025-12-312026-01-16

MKL MARKEL GROUP INC53 shares0.00%2025-12-312026-01-16

SYM SYMBOTIC INC1.9K shares0.00%2025-12-312026-01-16

SHLD GLOBAL X FDS1.7K shares0.00%2025-12-312026-01-16

MOAT VANECK ETF TRUST1.1K shares-8.12%2025-12-312026-01-16

RWK INVESCO EXCH TRADED FD TR II881 shares0.00%2025-12-312026-01-16

MBB ISHARES TR1.2K shares-12.26%2025-12-312026-01-16

GWW WW GRAINGER INC110 shares0.00%2025-12-312026-01-16

Sponsored

DEO DIAGEO PLC1.3K shares0.00%2025-12-312026-01-16

TRV TRAVELERS COMPANIES INC374 shares1.91%2025-12-312026-01-16

DOMO DOMO INC12.8K shares0.00%2025-12-312026-01-16

FTNT FORTINET INC1.4K shares-14.98%2025-12-312026-01-16

ASBP ASPIRE BIOPHARMA HLDGS INC813.4K shares0.00%2025-12-312026-01-16

AZZ AZZ INC1.0K shares0.00%2025-12-312026-01-16

IWO ISHARES TR329 shares0.00%2025-12-312026-01-16

MIDD MIDDLEBY CORP710 shares0.00%2025-12-312026-01-16

Sponsored

TT TRANE TECHNOLOGIES PLC270 shares2.66%2025-12-312026-01-16

ENB ENBRIDGE INC2.2K shares0.00%2025-12-312026-01-16

SUSA ISHARES TR744 shares0.00%2025-12-312026-01-16

GLW CORNING INC1.2K shares3.06%2025-12-312026-01-16

COP CONOCOPHILLIPS1.1K shares2.81%2025-12-312026-01-16

TIP ISHARES TR902 shares0.00%2025-12-312026-01-16

EAGG ISHARES TR2.1K shares0.29%2025-12-312026-01-16

IOO ISHARES TR756 sharesnew addition2025-12-312026-01-16

Sponsored

D DOMINION ENERGY INC1.6K shares0.00%2025-12-312026-01-16

IYW ISHARES TR474 shares-7.60%2025-12-312026-01-16

DHR DANAHER CORPORATION411 shares0.24%2025-12-312026-01-16

UNP UNION PAC CORP405 shares-51.90%2025-12-312026-01-16

BBAX J P MORGAN EXCHANGE TRADED F1.7K shares0.00%2025-12-312026-01-16

CCJ CAMECO CORP1.0K shares0.00%2025-12-312026-01-16

COWZ PACER FDS TR1.5K shares0.00%2025-12-312026-01-16

GM GENERAL MTRS CO1.1K shares1.00%2025-12-312026-01-16

Sponsored

GILD GILEAD SCIENCES INC731 shares4.43%2025-12-312026-01-16

SGOV ISHARES TR893 shares-5.80%2025-12-312026-01-16

NKE NIKE INC1.4K shares9.97%2025-12-312026-01-16

NET CLOUDFLARE INC448 shares2.28%2025-12-312026-01-16

MDLZ MONDELEZ INTL INC1.6K shares0.00%2025-12-312026-01-16

AIG AMERICAN INTL GROUP INC1.0K shares3.80%2025-12-312026-01-16

LPTH LIGHTPATH TECHNOLOGIES INC8.0K shares0.00%2025-12-312026-01-16

WAB WABTEC402 shares2.81%2025-12-312026-01-16

Sponsored

CL COLGATE PALMOLIVE CO1.1K shares0.00%2025-12-312026-01-16

AFL AFLAC INC766 shares0.00%2025-12-312026-01-16

CTVA CORTEVA INC1.3K shares0.64%2025-12-312026-01-16

FOUR SHIFT4 PMTS INC1.3K shares-3.10%2025-12-312026-01-16

ISHARES GOLD TR ISHARES GOLD TR1.0K shares34.08%2025-12-312026-01-16

PGX INVESCO EXCH TRADED FD TR II7.3K shares0.00%2025-12-312026-01-16

CARR CARRIER GLOBAL CORPORATION1.5K shares0.00%2025-12-312026-01-16

BIP BROOKFIELD INFRAST PARTNERS2.3K shares0.00%2025-12-312026-01-16

Sponsored

GWX SPDR INDEX SHS FDS1.9K shares0.00%2025-12-312026-01-16

MO ALTRIA GROUP INC1.4K shares4.15%2025-12-312026-01-16

STRL STERLING INFRASTRUCTURE INC254 shares8.09%2025-12-312026-01-16

CPRT COPART INC2.0K shares1.12%2025-12-312026-01-16

BLOK AMPLIFY ETF TR1.4K sharesnew addition2025-12-312026-01-16

BNTX BIONTECH SE809 shares0.00%2025-12-312026-01-16

AVY AVERY DENNISON CORP407 shares1.75%2025-12-312026-01-16

BLACKROCK INC BLACKROCK INC68 shares1.49%2025-12-312026-01-16

Sponsored

NVO NOVO-NORDISK A S1.4K shares0.42%2025-12-312026-01-16

SPYV SPDR SERIES TRUST1.3K shares41.15%2025-12-312026-01-16

VHT VANGUARD WORLD FD250 shares0.00%2025-12-312026-01-16

ITW ILLINOIS TOOL WKS INC292 shares0.69%2025-12-312026-01-16

XLU SELECT SECTOR SPDR TR1.6K shares106.02%2025-12-312026-01-16

SCHW SCHWAB CHARLES CORP696 shares1.75%2025-12-312026-01-16

GEHC GE HEALTHCARE TECHNOLOGIES I843 shares0.00%2025-12-312026-01-16

ALSN ALLISON TRANSMISSION HLDGS I706 shares0.00%2025-12-312026-01-16

Sponsored

QSR RESTAURANT BRANDS INTL INC1.0K shares0.00%2025-12-312026-01-16

THOMSON REUTERS CORP THOMSON REUTERS CORP524 shares-17.09%2025-12-312026-01-16

DFEM DIMENSIONAL ETF TRUST2.1K shares0.00%2025-12-312026-01-16

VEU VANGUARD INTL EQUITY INDEX F936 shares0.00%2025-12-312026-01-16

DTE DTE ENERGY CO509 shares0.00%2025-12-312026-01-16

AVDE AMERICAN CENTY ETF TR788 shares0.00%2025-12-312026-01-16

XLI SELECT SECTOR SPDR TR418 shares27.44%2025-12-312026-01-16

JBHT HUNT J B TRANS SVCS INC330 shares0.00%2025-12-312026-01-16

Sponsored

IWN ISHARES TR353 shares0.00%2025-12-312026-01-16

FIX COMFORT SYS USA INC68 shares6.25%2025-12-312026-01-16

ADSE ADS TEC ENERGY PLC5.0K shares0.00%2025-12-312026-01-16

IEUR ISHARES TR891 shares0.00%2025-12-312026-01-16

VRT VERTIV HOLDINGS CO387 shares-12.24%2025-12-312026-01-16

DIVI FRANKLIN TEMPLETON ETF TR1.6K shares0.00%2025-12-312026-01-16

MOG.A MOOG INC250 shares2.88%2025-12-312026-01-16

CSL CARLISLE COS INC188 shares0.00%2025-12-312026-01-16

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2025-12-312026-01-16

FI FISERV INC870 shares-49.12%2025-12-312026-01-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.3K shares0.00%2025-12-312026-01-16

TTC TORO CO738 shares0.00%2025-12-312026-01-16

XLB SELECT SECTOR SPDR TR1.3K shares100.00%2025-12-312026-01-16

JHMM JOHN HANCOCK EXCHANGE TRADED871 shares0.00%2025-12-312026-01-16

NEU NEWMARKET CORP82 shares0.00%2025-12-312026-01-16

VMC VULCAN MATLS CO197 shares1.55%2025-12-312026-01-16

Sponsored

FXI ISHARES TR1.4K shares-15.04%2025-12-312026-01-16

IEF ISHARES TR570 shares0.00%2025-12-312026-01-16

SCHO SCHWAB STRATEGIC TR2.2K sharesnew addition2025-12-312026-01-16

XLC SELECT SECTOR SPDR TR457 shares24.18%2025-12-312026-01-16

PLD PROLOGIS INC.420 shares5.00%2025-12-312026-01-16

BSV VANGUARD BD INDEX FDS679 shares-5.30%2025-12-312026-01-16

AER AERCAP HOLDINGS NV371 shares0.00%2025-12-312026-01-16

CTRE CARETRUST REIT INC1.4K shares0.00%2025-12-312026-01-16

Sponsored

BMO BANK MONTREAL QUE400 shares0.00%2025-12-312026-01-16

VYMI VANGUARD WHITEHALL FDS569 shares0.00%2025-12-312026-01-16

EMXC ISHARES INC701 shares0.00%2025-12-312026-01-16

CMF ISHARES TR875 shares0.00%2025-12-312026-01-16

LOPE GRAND CANYON ED INC300 shares0.00%2025-12-312026-01-16

CCEP COCA-COLA EUROPACIFIC PARTNE548 shares0.00%2025-12-312026-01-16

VUSB VANGUARD BD INDEX FDS991 shares0.00%2025-12-312026-01-16

CME CME GROUP INC180 shares10.43%2025-12-312026-01-16

Sponsored

CTAS CINTAS CORP257 shares1.58%2025-12-312026-01-16

PTC PTC INC277 shares-28.05%2025-12-312026-01-16

NDSN NORDSON CORP200 shares0.00%2025-12-312026-01-16

SPDW SPDR INDEX SHS FDS1.1K shares162.38%2025-12-312026-01-16

SPHQ INVESCO EXCHANGE TRADED FD T628 shares-12.53%2025-12-312026-01-16

XYZ BLOCK INC724 shares2.55%2025-12-312026-01-16

FBIN FORTUNE BRANDS INNOVATIONS I934 shares-17.64%2025-12-312026-01-16

SLV ISHARES SILVER TR716 shares38.76%2025-12-312026-01-16

Sponsored

MNKD MANNKIND CORP8.1K shares0.00%2025-12-312026-01-16

ENTG ENTEGRIS INC536 shares2.88%2025-12-312026-01-16

VLO VALERO ENERGY CORP276 shares2.60%2025-12-312026-01-16

CRH PLC CRH PLC360 shares0.84%2025-12-312026-01-16

PAYC PAYCOM SOFTWARE INC281 shares2.18%2025-12-312026-01-16

KO COCA COLA CO625 shares-59.73%2025-12-312026-01-16

DAL DELTA AIR LINES INC DEL621 shares1.31%2025-12-312026-01-16

QNITY ELECTRONICS INC QNITY ELECTRONICS INC527 sharesnew addition2025-12-312026-01-16

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.1K shares1.23%2025-12-312026-01-16

EXPE EXPEDIA GROUP INC151 shares-23.35%2025-12-312026-01-16

LII LENNOX INTL INC88 shares0.00%2025-12-312026-01-16

IRM IRON MTN INC DEL505 shares1.00%2025-12-312026-01-16

BOF BRANCHOUT FOOD INC13.0K sharesnew addition2025-12-312026-01-16

GOVT ISHARES TR1.8K shares42.64%2025-12-312026-01-16

ETFS GOLD TR ETFS GOLD TR992 shares14.81%2025-12-312026-01-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND150 shares-38.78%2025-12-312026-01-16

Sponsored

BSX BOSTON SCIENTIFIC CORP420 shares13.82%2025-12-312026-01-16

CNI CANADIAN NATL RY CO400 shares0.00%2025-12-312026-01-16

DFIP DIMENSIONAL ETF TRUST945 shares0.00%2025-12-312026-01-16

SNOW SNOWFLAKE INC171 shares5.56%2025-12-312026-01-16

GDDY GODADDY INC299 shares2.40%2025-12-312026-01-16

SFM SPROUTS FMRS MKT INC457 shares0.00%2025-12-312026-01-16

LSF LAIRD SUPERFOOD INC16.0K sharesnew addition2025-12-312026-01-16

KLAC KLA CORP29 shares0.00%2025-12-312026-01-16

Sponsored

SPMB SPDR SERIES TRUST1.6K shares95.74%2025-12-312026-01-16

CVNA CARVANA CO83 shares18.57%2025-12-312026-01-16

SPOT SPOTIFY TECHNOLOGY S A60 shares1.69%2025-12-312026-01-16

F FORD MTR CO2.6K shares1.81%2025-12-312026-01-16

AVDV AMERICAN CENTY ETF TR360 shares0.00%2025-12-312026-01-16

ROL ROLLINS INC545 shares0.00%2025-12-312026-01-16

XLP SELECT SECTOR SPDR TR420 shares-13.04%2025-12-312026-01-16

CRWV COREWEAVE INC450 shares100.00%2025-12-312026-01-16

Sponsored

VGIT VANGUARD SCOTTSDALE FDS529 sharesnew addition2025-12-312026-01-16

VDC VANGUARD WORLD FD150 shares0.00%2025-12-312026-01-16

VRSN VERISIGN INC129 shares0.78%2025-12-312026-01-16

IGV ISHARES TR293 shares0.34%2025-12-312026-01-16

SPMD SPDR SERIES TRUST534 shares51.70%2025-12-312026-01-16

BF.B BROWN FORMAN CORP1.2K shares0.00%2025-12-312026-01-16

WTW WILLIS TOWERS WATSON PLC LTD94 shares4.44%2025-12-312026-01-16

CFG CITIZENS FINL GROUP INC525 shares0.00%2025-12-312026-01-16

Sponsored

DTM DT MIDSTREAM INC254 shares0.00%2025-12-312026-01-16

ULTA ULTA BEAUTY INC50 shares0.00%2025-12-312026-01-16

RIOT RIOT PLATFORMS INC2.4K shares-20.53%2025-12-312026-01-16

FNDF SCHWAB STRATEGIC TR661 shares0.00%2025-12-312026-01-16

TAP MOLSON COORS BEVERAGE CO637 shares0.00%2025-12-312026-01-16

SCHH SCHWAB STRATEGIC TR1.4K shares0.00%2025-12-312026-01-16

MEDTRONIC PLC MEDTRONIC PLC304 shares18.75%2025-12-312026-01-16

SMH VANECK ETF TRUST80 shares-1.23%2025-12-312026-01-16

Sponsored

MC MOELIS & CO415 shares0.00%2025-12-312026-01-16

CB CHUBB LIMITED91 shares1.11%2025-12-312026-01-16

NVS NOVARTIS AG206 shares-74.94%2025-12-312026-01-16

APTIV PLC APTIV PLC373 shares0.00%2025-12-312026-01-16

ARES ARES MANAGEMENT CORPORATION175 shares0.00%2025-12-312026-01-16

AWI ARMSTRONG WORLD INDS INC NEW147 shares0.00%2025-12-312026-01-16

BINC BLACKROCK ETF TRUST II530 shares-32.14%2025-12-312026-01-16

IR INGERSOLL RAND INC343 shares0.00%2025-12-312026-01-16

Sponsored

MMYT MAKEMYTRIP LIMITED MAURITIUS330 shares2.48%2025-12-312026-01-16

XT ISHARES TR385 shares0.00%2025-12-312026-01-16

LGND LIGAND PHARMACEUTICALS INC142 shares6.77%2025-12-312026-01-16

BR BROADRIDGE FINL SOLUTIONS IN120 shares-10.45%2025-12-312026-01-16

MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC2.0K shares0.00%2025-12-312026-01-16

OPEN OPENDOOR TECHNOLOGIES INC4.5K shares-0.44%2025-12-312026-01-16

BIDD BLACKROCK ETF TRUST910 shares0.00%2025-12-312026-01-16

LULU LULULEMON ATHLETICA INC125 shares-80.00%2025-12-312026-01-16

Sponsored

BOOT BOOT BARN HLDGS INC147 shares14.84%2025-12-312026-01-16

DIVO AMPLIFY ETF TR581 shares0.00%2025-12-312026-01-16

HWM HOWMET AEROSPACE INC126 shares3.28%2025-12-312026-01-16

SIXG ETF SER SOLUTIONS400 shares0.00%2025-12-312026-01-16

DHI D R HORTON INC177 shares5.36%2025-12-312026-01-16

THC TENET HEALTHCARE CORP128 shares11.30%2025-12-312026-01-16

NI NISOURCE INC609 shares0.00%2025-12-312026-01-16

ASTS AST SPACEMOBILE INC347 sharesnew addition2025-12-312026-01-16

Sponsored

VGK VANGUARD INTL EQUITY INDEX F299 shares5.65%2025-12-312026-01-16

AVAV AEROVIRONMENT INC103 shares7.29%2025-12-312026-01-16

LAM RESEARCH CORP LAM RESEARCH CORP144 shares23.08%2025-12-312026-01-16

CRDO CREDO TECHNOLOGY GROUP HOLDI171 shares163.08%2025-12-312026-01-16

VSS VANGUARD INTL EQUITY INDEX F171 shares0.00%2025-12-312026-01-16

WRB BERKLEY W R CORP348 shares107.14%2025-12-312026-01-16

AGRO ADECOAGRO S A3.0K shares0.00%2025-12-312026-01-16

VCSH VANGUARD SCOTTSDALE FDS303 shares4.12%2025-12-312026-01-16

Sponsored

HAS HASBRO INC294 shares0.00%2025-12-312026-01-16

POST POST HLDGS INC240 shares0.00%2025-12-312026-01-16

DE DEERE & CO51 shares0.00%2025-12-312026-01-16

WMB WILLIAMS COS INC394 shares58.87%2025-12-312026-01-16

SPSM SPDR SERIES TRUST500 sharesnew addition2025-12-312026-01-16

DOLPHIN ENTMT INC DOLPHIN ENTMT INC15.0K sharesnew addition2025-12-312026-01-16

IPGP IPG PHOTONICS CORP325 shares0.00%2025-12-312026-01-16

IDCC INTERDIGITAL INC73 shares10.61%2025-12-312026-01-16

Sponsored

IUSB ISHARES TR491 shares-90.50%2025-12-312026-01-16

MPC MARATHON PETE CORP140 shares7.69%2025-12-312026-01-16

NEWT NEWTEKONE INC2.0K sharesnew addition2025-12-312026-01-16

ATAI ATAI BECKLEY NV5.5K shares0.00%2025-12-312026-01-16

VLUE ISHARES TR165 shares0.00%2025-12-312026-01-16

MCHP MICROCHIP TECHNOLOGY INC.353 shares0.00%2025-12-312026-01-16

ZBRA ZEBRA TECHNOLOGIES CORPORATI91 shares-10.78%2025-12-312026-01-16

RIO RIO TINTO PLC275 sharesnew addition2025-12-312026-01-16

Sponsored

HSY HERSHEY CO120 shares0.00%2025-12-312026-01-16

SPYX SPDR SERIES TRUST387 shares0.26%2025-12-312026-01-16

JBBB JANUS DETROIT STR TR456 shares0.00%2025-12-312026-01-16

MRNA MODERNA INC726 shares0.00%2025-12-312026-01-16

WIX WIX COM LTD205 shares0.00%2025-12-312026-01-16

SCHC SCHWAB STRATEGIC TR467 shares0.00%2025-12-312026-01-16

KOMP SPDR SERIES TRUST351 shares0.00%2025-12-312026-01-16

SVOL SIMPLIFY EXCHANGE TRADED FUN1.2K shares0.00%2025-12-312026-01-16

Sponsored

SPTL SPDR SERIES TRUST786 shares190.04%2025-12-312026-01-16

MNST MONSTER BEVERAGE CORP NEW269 shares1.51%2025-12-312026-01-16

RMBS RAMBUS INC DEL224 shares24.44%2025-12-312026-01-16

KKR & CO INC KKR & CO INC161 shares5.23%2025-12-312026-01-16

ESGD ISHARES TR216 shares0.00%2025-12-312026-01-16

PRIM PRIMORIS SVCS CORP164 shares10.81%2025-12-312026-01-16

SYY SYSCO CORP275 shares-80.70%2025-12-312026-01-16

IP INTERNATIONAL PAPER CO514 shares2.80%2025-12-312026-01-16

Sponsored

NLR VANECK ETF TRUST163 shares2.52%2025-12-312026-01-16

SCHA SCHWAB STRATEGIC TR708 shares0.00%2025-12-312026-01-16

SUSC ISHARES TR861 shares0.00%2025-12-312026-01-16

QCOM QUALCOMM INC117 shares32.95%2025-12-312026-01-16

DLS WISDOMTREE TR245 shares0.00%2025-12-312026-01-16

TPYP TORTOISE CAPITAL SERIES TRUS561 shares0.00%2025-12-312026-01-16

NVMI NOVA LTD60 shares11.11%2025-12-312026-01-16

PGR PROGRESSIVE CORP86 shares16.22%2025-12-312026-01-16

Sponsored

PWR QUANTA SVCS INC46 shares6.98%2025-12-312026-01-16

FNDA SCHWAB STRATEGIC TR613 shares0.00%2025-12-312026-01-16

SOLV SOLVENTUM CORP243 shares0.00%2025-12-312026-01-16

CMG CHIPOTLE MEXICAN GRILL INC520 shares10.64%2025-12-312026-01-16

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Put Option Holdings

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