The Analysis of CW Advisors, LLC's Holdings


Currently, CW Advisors, LLC holds 1179 types of securities in its portfolio with a total value $10.3B. In the most recent quarter, they have increased their positions in VTI (+1.2M shares, valued at $375.2M), BND (+942.0K shares, valued at $69.4M), BSV (+868.7K shares, valued at $68.4M); decreased their positions in XLK (-990.6K shares, valued at $250.9M), AMZN (-268.9K shares, valued at $59.0M), COST (-58.3K shares, valued at $57.8M); initiated new positions in BWZ (+1.1M shares, valued at $30.7M), FTGC (+807.5K shares, valued at $19.9M), VLUE (+156.5K shares, valued at $17.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS1.3M shares1845.87%2025-06-302025-08-13history
AAPL APPLE INC1.9M shares9.18%2025-06-302025-08-13history
MSFT MICROSOFT CORP490.6K shares19.11%2025-06-302025-08-13history
NVDA NVIDIA CORPORATION1.3M shares14.07%2025-06-302025-08-13history
XLF SELECT SECTOR SPDR TR2.9M shares0.57%2025-06-302025-08-13history
META META PLATFORMS INC176.8K shares27.78%2025-06-302025-08-13history
RSP INVESCO EXCHANGE TRADED FD T715.9K shares5.35%2025-06-302025-08-13history
JSI JANUS DETROIT STR TR2.3M shares41.59%2025-06-302025-08-13history
Sponsored
JMBS JANUS DETROIT STR TR2.6M shares3.09%2025-06-302025-08-13history
XLC SELECT SECTOR SPDR TR1.0M shares1.76%2025-06-302025-08-13history
VOO VANGUARD INDEX FDS190.3K shares149.78%2025-06-302025-08-13history
AVEM AMERICAN CENTY ETF TR1.3M shares1.20%2025-06-302025-08-13history
BRK.B BERKSHIRE HATHAWAY INC DEL186.1K shares43.94%2025-06-302025-08-13history
AVGO BROADCOM INC306.0K shares24.28%2025-06-302025-08-13history
V VISA INC231.5K shares25.11%2025-06-302025-08-13history
KO COCA COLA CO1.2M shares0.85%2025-06-302025-08-13history
Sponsored
JPM JPMORGAN CHASE & CO.263.7K shares8.63%2025-06-302025-08-13history
GOOGL ALPHABET INC425.2K shares18.19%2025-06-302025-08-13history
BND VANGUARD BD INDEX FDS984.1K shares2237.26%2025-06-302025-08-13history
BSV VANGUARD BD INDEX FDS918.4K shares1747.98%2025-06-302025-08-13history
XLV SELECT SECTOR SPDR TR535.4K shares7.86%2025-06-302025-08-13history
VIG VANGUARD SPECIALIZED FUNDS346.1K shares3.15%2025-06-302025-08-13history
CAFX PROFESIONALLY MANAGED PORTFO2.7M shares9.13%2025-06-302025-08-13history
SPTL SPDR SERIES TRUST2.5M shares1.81%2025-06-302025-08-13history
Sponsored
GLDM WORLD GOLD TR947.4K shares-13.56%2025-06-302025-08-13history
PAVE GLOBAL X FDS1.4M shares19.37%2025-06-302025-08-13history
IJH ISHARES TR969.3K shares20.97%2025-06-302025-08-13history
GOOG ALPHABET INC336.0K shares34.63%2025-06-302025-08-13history
VYM VANGUARD WHITEHALL FDS442.0K shares4.11%2025-06-302025-08-13history
MBS ANGEL OAK FUNDS TRUST6.8M shares2.94%2025-06-302025-08-13history
VUG VANGUARD INDEX FDS132.3K shares10.38%2025-06-302025-08-13history
VXUS VANGUARD STAR FDS836.2K shares1100.11%2025-06-302025-08-13history
Sponsored
SPY SPDR S&P 500 ETF TR90.5K shares22.08%2025-06-302025-08-13history
IYW ISHARES TR316.2K shares-0.72%2025-06-302025-08-13history
EFA ISHARES TR589.2K shares6.98%2025-06-302025-08-13history
VONG VANGUARD SCOTTSDALE FDS469.4K shares-2.42%2025-06-302025-08-13history
XLP SELECT SECTOR SPDR TR631.5K shares1.72%2025-06-302025-08-13history
IJR ISHARES TR465.8K shares7.06%2025-06-302025-08-13history
KBWB INVESCO EXCH TRADED FD TR II692.8K shares-27.52%2025-06-302025-08-13history
HD HOME DEPOT INC135.1K shares16.45%2025-06-302025-08-13history
Sponsored
VTV VANGUARD INDEX FDS274.5K shares30.76%2025-06-302025-08-13history
ETN EATON CORP PLC127.9K shares0.24%2025-06-302025-08-13history
XLE SELECT SECTOR SPDR TR532.2K shares4.35%2025-06-302025-08-13history
VB VANGUARD INDEX FDS190.2K shares790.46%2025-06-302025-08-13history
VTIP VANGUARD MALVERN FDS891.0K shares2.41%2025-06-302025-08-13history
XLU SELECT SECTOR SPDR TR540.5K shares5207.25%2025-06-302025-08-13history
XOM EXXON MOBIL CORP402.3K shares15.80%2025-06-302025-08-13history
FJP FIRST TR EXCH TRD ALPHDX FD723.3K shares0.68%2025-06-302025-08-13history
Sponsored
CTAS CINTAS CORP189.4K shares-8.64%2025-06-302025-08-13history
TJX TJX COS INC NEW334.8K shares4.24%2025-06-302025-08-13history
XLRE SELECT SECTOR SPDR TR945.4K shares0.79%2025-06-302025-08-13history
DGS WISDOMTREE TR702.3K shares3.18%2025-06-302025-08-13history
PH PARKER-HANNIFIN CORP55.4K shares19.62%2025-06-302025-08-13history
LLY ELI LILLY & CO49.0K shares-29.61%2025-06-302025-08-13history
EZU ISHARES INC633.1K shares4.71%2025-06-302025-08-13history
XLG INVESCO EXCHANGE TRADED FD T719.9K shares1645.51%2025-06-302025-08-13history
Sponsored
MA MASTERCARD INCORPORATED66.5K shares88.37%2025-06-302025-08-13history
ORCL ORACLE CORP169.4K shares12.37%2025-06-302025-08-13history
ALL ALLSTATE CORP183.0K shares37.26%2025-06-302025-08-13history
CSCO CISCO SYS INC530.6K shares23.63%2025-06-302025-08-13history
XLI SELECT SECTOR SPDR TR242.7K shares3.50%2025-06-302025-08-13history
HWM HOWMET AEROSPACE INC191.7K shares-0.66%2025-06-302025-08-13history
NFLX NETFLIX INC26.6K shares8.37%2025-06-302025-08-13history
VONV VANGUARD SCOTTSDALE FDS410.0K shares28.35%2025-06-302025-08-13history
Sponsored
PNC PNC FINL SVCS GROUP INC185.5K shares72.26%2025-06-302025-08-13history
SPBO SPDR SERIES TRUST1.2M shares3.42%2025-06-302025-08-13history
OLLI OLLIES BARGAIN OUTLET HLDGS255.9K shares1.09%2025-06-302025-08-13history
VNQ VANGUARD INDEX FDS377.7K shares559.20%2025-06-302025-08-13history
SCHX SCHWAB STRATEGIC TR1.4M shares0.03%2025-06-302025-08-13history
VGT VANGUARD WORLD FD50.1K shares22.62%2025-06-302025-08-13history
LGLV SPDR SERIES TRUST187.9K shares-9.05%2025-06-302025-08-13history
ASIA MATTHEWS INTL FDS1.1M shares0.55%2025-06-302025-08-13history
Sponsored
DMBS DOUBLELINE ETF TRUST645.0K shares10.35%2025-06-302025-08-13history
AXP AMERICAN EXPRESS CO98.5K shares95.74%2025-06-302025-08-13history
MLM MARTIN MARIETTA MATLS INC56.8K shares-9.63%2025-06-302025-08-13history
VZ VERIZON COMMUNICATIONS INC718.9K shares11.95%2025-06-302025-08-13history
BSX BOSTON SCIENTIFIC CORP289.4K shares19.95%2025-06-302025-08-13history
PG PROCTER AND GAMBLE CO194.1K shares29.18%2025-06-302025-08-13history
DELL DELL TECHNOLOGIES INC250.9K shares12.39%2025-06-302025-08-13history
BWZ SPDR SERIES TRUST1.1M sharesnew addition2025-06-302025-08-13history
Sponsored
IWF ISHARES TR71.2K shares-2.95%2025-06-302025-08-13history
IWY ISHARES TR120.1K shares142.17%2025-06-302025-08-13history
VHT VANGUARD WORLD FD119.0K shares7.35%2025-06-302025-08-13history
ADI ANALOG DEVICES INC123.2K shares14.76%2025-06-302025-08-13history
EWJ ISHARES INC390.5K shares1.56%2025-06-302025-08-13history
NOW SERVICENOW INC28.4K shares1.60%2025-06-302025-08-13history
CAT CATERPILLAR INC73.2K shares-1.93%2025-06-302025-08-13history
ANET ARISTA NETWORKS INC276.0K shares2.15%2025-06-302025-08-13history
Sponsored
XLY SELECT SECTOR SPDR TR128.0K shares-40.90%2025-06-302025-08-13history
ECL ECOLAB INC100.6K shares-6.56%2025-06-302025-08-13history
EUFN ISHARES TR849.1K shares0.66%2025-06-302025-08-13history
FLGB FRANKLIN TEMPLETON ETF TR871.9K shares0.55%2025-06-302025-08-13history
ISRG INTUITIVE SURGICAL INC49.0K shares1.38%2025-06-302025-08-13history
ABBV ABBVIE INC141.4K shares32.27%2025-06-302025-08-13history
TPL TEXAS PACIFIC LAND CORPORATI24.4K shares1.49%2025-06-302025-08-13history
SPSM SPDR SERIES TRUST596.8K shares-46.44%2025-06-302025-08-13history
Sponsored
ACN ACCENTURE PLC IRELAND84.5K shares33.28%2025-06-302025-08-13history
ORLY OREILLY AUTOMOTIVE INC275.1K shares1403.01%2025-06-302025-08-13history
MCD MCDONALDS CORP84.3K shares0.60%2025-06-302025-08-13history
SYK STRYKER CORPORATION61.9K shares1.31%2025-06-302025-08-13history
PANW PALO ALTO NETWORKS INC118.3K shares1.08%2025-06-302025-08-13history
NEE NEXTERA ENERGY INC347.4K shares15.61%2025-06-302025-08-13history
IEFA ISHARES TR288.1K shares1.76%2025-06-302025-08-13history
WELL WELLTOWER INC152.7K shares7318.46%2025-06-302025-08-13history
Sponsored
UBER UBER TECHNOLOGIES INC250.6K shares7.40%2025-06-302025-08-13history
FMB FIRST TR EXCH TRADED FD III468.3K shares0.61%2025-06-302025-08-13history
VCSH VANGUARD SCOTTSDALE FDS293.3K shares86.72%2025-06-302025-08-13history
CVX CHEVRON CORP NEW162.3K shares0.84%2025-06-302025-08-13history
FNCL FIDELITY COVINGTON TRUST312.3K shares-2.01%2025-06-302025-08-13history
TSCO TRACTOR SUPPLY CO437.6K shares1.01%2025-06-302025-08-13history
AJG GALLAGHER ARTHUR J & CO71.7K shares-0.71%2025-06-302025-08-13history
IVV ISHARES TR36.6K shares6.52%2025-06-302025-08-13history
Sponsored
CMG CHIPOTLE MEXICAN GRILL INC402.5K shares1.23%2025-06-302025-08-13history
UYLD ANGEL OAK FUNDS TRUST439.7K shares10.38%2025-06-302025-08-13history
VWO VANGUARD INTL EQUITY INDEX F448.6K shares6.28%2025-06-302025-08-13history
AMGN AMGEN INC79.1K shares2.84%2025-06-302025-08-13history
FTEC FIDELITY COVINGTON TRUST111.3K shares-24.75%2025-06-302025-08-13history
MRK MERCK & CO INC274.8K shares-6.70%2025-06-302025-08-13history
TTD THE TRADE DESK INC298.0K shares10.81%2025-06-302025-08-13history
CW CURTISS WRIGHT CORP43.7K shares-16.91%2025-06-302025-08-13history
Sponsored
STRL STERLING INFRASTRUCTURE INC92.2K shares0.61%2025-06-302025-08-13history
TEL TE CONNECTIVITY PLC125.5K shares18.08%2025-06-302025-08-13history
LIN LINDE PLC44.2K shares3.55%2025-06-302025-08-13history
DT DYNATRACE INC374.9K shares58.71%2025-06-302025-08-13history
SNPS SYNOPSYS INC39.0K shares1.90%2025-06-302025-08-13history
FNDF SCHWAB STRATEGIC TR498.7K shares63.57%2025-06-302025-08-13history
FTGC FIRST TR EXCHANGE TRAD FD VI807.5K sharesnew addition2025-06-302025-08-13history
BR BROADRIDGE FINL SOLUTIONS IN81.5K shares-1.14%2025-06-302025-08-13history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F293.5K shares332.13%2025-06-302025-08-13history
VCIT VANGUARD SCOTTSDALE FDS236.0K shares13.76%2025-06-302025-08-13history
AMZN AMAZON COM INC88.6K shares-75.21%2025-06-302025-08-13history
DIS DISNEY WALT CO156.7K shares67.05%2025-06-302025-08-13history
CYBR CYBERARK SOFTWARE LTD47.6K shares-8.84%2025-06-302025-08-13history
DVY ISHARES TR144.0K shares-0.29%2025-06-302025-08-13history
GPI GROUP 1 AUTOMOTIVE INC43.0K shares193.29%2025-06-302025-08-13history
VEA VANGUARD TAX-MANAGED FDS325.7K shares10.47%2025-06-302025-08-13history
Sponsored
QQQ INVESCO QQQ TR33.6K shares-57.12%2025-06-302025-08-13history
MCO MOODYS CORP36.8K shares1.26%2025-06-302025-08-13history
WMB WILLIAMS COS INC293.3K shares2.59%2025-06-302025-08-13history
IWD ISHARES TR94.9K shares2.12%2025-06-302025-08-13history
CGXU CAPITAL GROUP INTL FOCUS EQT674.6K shares14.65%2025-06-302025-08-13history
LOW LOWES COS INC80.7K shares52.70%2025-06-302025-08-13history
VLUE ISHARES TR156.5K sharesnew addition2025-06-302025-08-13history
CME CME GROUP INC63.8K shares-2.10%2025-06-302025-08-13history
Sponsored
C CITIGROUP INC205.3K shares94.16%2025-06-302025-08-13history
JPST J P MORGAN EXCHANGE TRADED F344.7K shares10.27%2025-06-302025-08-13history
CGDV CAPITAL GROUP DIVIDEND VALUE439.2K shares16.11%2025-06-302025-08-13history
MSI MOTOROLA SOLUTIONS INC41.2K shares741.27%2025-06-302025-08-13history
VRTX VERTEX PHARMACEUTICALS INC38.9K shares14.07%2025-06-302025-08-13history
PFE PFIZER INC708.4K shares34.22%2025-06-302025-08-13history
AGG ISHARES TR172.6K shares83.41%2025-06-302025-08-13history
CVS CVS HEALTH CORP247.4K shares27.02%2025-06-302025-08-13history
Sponsored
CARY ANGEL OAK FUNDS TRUST811.2K shares4.30%2025-06-302025-08-13history
AFL AFLAC INC159.7K shares102.30%2025-06-302025-08-13history
AMAT APPLIED MATLS INC90.9K shares32.84%2025-06-302025-08-13history
ONEV SPDR SERIES TRUST128.8K sharesnew addition2025-06-302025-08-13history
EME EMCOR GROUP INC30.9K shares-17.23%2025-06-302025-08-13history
PEN PENUMBRA INC64.3K shares-11.63%2025-06-302025-08-13history
ELF E L F BEAUTY INC132.3K shares0.86%2025-06-302025-08-13history
CACI CACI INTL INC34.4K shares30.78%2025-06-302025-08-13history
Sponsored
CVLT COMMVAULT SYS INC93.9K shares-0.42%2025-06-302025-08-13history
BMI BADGER METER INC66.2K shares-0.34%2025-06-302025-08-13history
SHOP SHOPIFY INC139.6K shares4.47%2025-06-302025-08-13history
COP CONOCOPHILLIPS178.1K shares6.68%2025-06-302025-08-13history
JNJ JOHNSON & JOHNSON101.9K shares-42.99%2025-06-302025-08-13history
CL COLGATE PALMOLIVE CO171.1K shares-0.03%2025-06-302025-08-13history
BMY BRISTOL-MYERS SQUIBB CO334.3K shares33.47%2025-06-302025-08-13history
CR CRANE COMPANY80.5K shares0.57%2025-06-302025-08-13history
Sponsored
STE STERIS PLC63.4K shares1.36%2025-06-302025-08-13history
EOG EOG RES INC127.2K shares3.53%2025-06-302025-08-13history
EPD ENTERPRISE PRODS PARTNERS L489.1K shares1.30%2025-06-302025-08-13history
CASY CASEYS GEN STORES INC29.4K shares-13.55%2025-06-302025-08-13history
TIP ISHARES TR135.1K shares519.08%2025-06-302025-08-13history
TSLA TESLA INC46.7K shares65.61%2025-06-302025-08-13history
NVT NVENT ELECTRIC PLC201.5K shares-12.36%2025-06-302025-08-13history
RTX RTX CORPORATION98.8K shares57.45%2025-06-302025-08-13history
Sponsored
FPX FIRST TR EXCHANGE-TRADED FD98.9K shares0.27%2025-06-302025-08-13history
VBR VANGUARD INDEX FDS72.7K shares-22.78%2025-06-302025-08-13history
IWP ISHARES TR100.5K shares80.27%2025-06-302025-08-13history
SCHZ SCHWAB STRATEGIC TR596.7K shares-2.85%2025-06-302025-08-13history
RJF RAYMOND JAMES FINL INC89.7K shares-10.01%2025-06-302025-08-13history
GD GENERAL DYNAMICS CORP47.1K shares61.42%2025-06-302025-08-13history
XMMO INVESCO EXCHANGE TRADED FD T106.6K shares0.93%2025-06-302025-08-13history
ZTS ZOETIS INC86.5K shares0.89%2025-06-302025-08-13history
Sponsored
SCHD SCHWAB STRATEGIC TR507.9K shares5.11%2025-06-302025-08-13history
EHC ENCOMPASS HEALTH CORP109.6K sharesnew addition2025-06-302025-08-13history
FLGV FRANKLIN TEMPLETON ETF TR653.3K shares6.72%2025-06-302025-08-13history
TKO TKO GROUP HOLDINGS INC72.4K sharesnew addition2025-06-302025-08-13history
D DOMINION ENERGY INC232.0K shares15.22%2025-06-302025-08-13history
PBH PRESTIGE CONSMR HEALTHCARE I163.2K shares0.33%2025-06-302025-08-13history
HAWX ISHARES TR368.1K sharesnew addition2025-06-302025-08-13history
UNH UNITEDHEALTH GROUP INC41.6K shares33.73%2025-06-302025-08-13history
Sponsored
IBDQ ISHARES TR513.6K sharesnew addition2025-06-302025-08-13history
TROW PRICE T ROWE GROUP INC133.4K shares50.32%2025-06-302025-08-13history
MGK VANGUARD WORLD FD34.9K shares-0.20%2025-06-302025-08-13history
T AT&T INC446.6K shares28.36%2025-06-302025-08-13history
HALO HALOZYME THERAPEUTICS INC245.2K shares-12.67%2025-06-302025-08-13history
ARCC ARES CAPITAL CORP579.3K shares36.68%2025-06-302025-08-13history
TRNO TERRENO RLTY CORP224.8K shares0.13%2025-06-302025-08-13history
PJT PJT PARTNERS INC76.3K shares1.98%2025-06-302025-08-13history
Sponsored
BK BANK NEW YORK MELLON CORP137.9K shares252.15%2025-06-302025-08-13history
AVAV AEROVIRONMENT INC43.5K shares-5.67%2025-06-302025-08-13history
FIX COMFORT SYS USA INC23.1K shares3.19%2025-06-302025-08-13history
TMO THERMO FISHER SCIENTIFIC INC30.4K shares5.08%2025-06-302025-08-13history
RDVY FIRST TR EXCHANGE TRADED FD196.6K sharesnew addition2025-06-302025-08-13history
GDX VANECK ETF TRUST236.1K shares-24.84%2025-06-302025-08-13history
GS GOLDMAN SACHS GROUP INC17.3K shares-69.05%2025-06-302025-08-13history
RMBS RAMBUS INC DEL191.2K shares4.69%2025-06-302025-08-13history
Sponsored
BRO BROWN & BROWN INC112.3K shares-10.71%2025-06-302025-08-13history
CRM SALESFORCE INC44.5K shares-40.91%2025-06-302025-08-13history
IEMG ISHARES INC199.6K shares11.15%2025-06-302025-08-13history
IBM INTERNATIONAL BUSINESS MACHS44.2K shares5.35%2025-06-302025-08-13history
OMC OMNICOM GROUP INC165.7K shares139.61%2025-06-302025-08-13history
FDX FEDEX CORP52.3K shares90.01%2025-06-302025-08-13history
MPWR MONOLITHIC PWR SYS INC16.2K shares-0.18%2025-06-302025-08-13history
BBIO BRIDGEBIO PHARMA INC269.9K shares-0.94%2025-06-302025-08-13history
Sponsored
SFM SPROUTS FMRS MKT INC70.7K shares-18.40%2025-06-302025-08-13history
FNDX SCHWAB STRATEGIC TR470.5K shares-2.22%2025-06-302025-08-13history
GLD SPDR GOLD TR37.9K shares19.04%2025-06-302025-08-13history
CI THE CIGNA GROUP34.7K shares64.03%2025-06-302025-08-13history
FENI FIDELITY COVINGTON TRUST343.7K shares208.86%2025-06-302025-08-13history
PM PHILIP MORRIS INTL INC62.4K shares8.24%2025-06-302025-08-13history
GWRE GUIDEWIRE SOFTWARE INC48.1K shares-15.59%2025-06-302025-08-13history
VTWG VANGUARD SCOTTSDALE FDS54.2K shares-0.31%2025-06-302025-08-13history
Sponsored
UFPT UFP TECHNOLOGIES INC46.1K shares4.26%2025-06-302025-08-13history
NPO ENPRO INC58.5K shares-1.88%2025-06-302025-08-13history
GILD GILEAD SCIENCES INC100.7K shares309.24%2025-06-302025-08-13history
USFD US FOODS HLDG CORP144.4K shares-28.16%2025-06-302025-08-13history
CALX CALIX INC207.0K shares-0.49%2025-06-302025-08-13history
MDLZ MONDELEZ INTL INC161.7K shares-11.83%2025-06-302025-08-13history
GNRC GENERAC HLDGS INC75.7K shares70.78%2025-06-302025-08-13history
LGND LIGAND PHARMACEUTICALS INC94.4K shares-1.97%2025-06-302025-08-13history
Sponsored
SMLV SPDR SERIES TRUST85.7K shares-19.27%2025-06-302025-08-13history
SXT SENSIENT TECHNOLOGIES CORP108.7K shares15.40%2025-06-302025-08-13history
NET CLOUDFLARE INC54.1K sharesnew addition2025-06-302025-08-13history
DAL DELTA AIR LINES INC DEL214.4K shares95.56%2025-06-302025-08-13history
ABT ABBOTT LABS77.3K shares41.14%2025-06-302025-08-13history
INTC INTEL CORP463.4K shares24.81%2025-06-302025-08-13history
NVMI NOVA LTD37.7K shares-1.47%2025-06-302025-08-13history
FLJP FRANKLIN TEMPLETON ETF TR322.0K shares-1.00%2025-06-302025-08-13history
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DSGX DESCARTES SYS GROUP INC101.6K shares-18.41%2025-06-302025-08-13history
LRN STRIDE INC70.9K shares-56.11%2025-06-302025-08-13history
BOOT BOOT BARN HLDGS INC67.5K shares-1.67%2025-06-302025-08-13history
GE GE AEROSPACE39.1K shares0.43%2025-06-302025-08-13history
WMT WALMART INC102.5K shares18.21%2025-06-302025-08-13history
COO COOPER COS INC140.7K shares-11.31%2025-06-302025-08-13history
PSX PHILLIPS 6682.7K shares-2.49%2025-06-302025-08-13history
SCHV SCHWAB STRATEGIC TR352.3K shares-14.93%2025-06-302025-08-13history
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HEI HEICO CORP NEW29.6K shares648.26%2025-06-302025-08-13history
QCOM QUALCOMM INC61.0K shares49.35%2025-06-302025-08-13history
FICO FAIR ISAAC CORP5.3K shares513.15%2025-06-302025-08-13history
ITGR INTEGER HLDGS CORP79.0K shares-2.26%2025-06-302025-08-13history
COWZ PACER FDS TR176.1K shares-5.23%2025-06-302025-08-13history
IWN ISHARES TR60.9K shares55.10%2025-06-302025-08-13history
ACWI ISHARES TR74.7K shares98.36%2025-06-302025-08-13history
TXRH TEXAS ROADHOUSE INC50.6K shares-18.47%2025-06-302025-08-13history
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CTVA CORTEVA INC127.3K shares3.46%2025-06-302025-08-13history
PSTG PURE STORAGE INC164.8K shares-20.96%2025-06-302025-08-13history
BRK.A BERKSHIRE HATHAWAY INC DEL13 shares18.18%2025-06-302025-08-13history
HON HONEYWELL INTL INC40.4K shares10.19%2025-06-302025-08-13history
AXON AXON ENTERPRISE INC11.3K shares-1.13%2025-06-302025-08-13history
URI UNITED RENTALS INC12.4K shares102.38%2025-06-302025-08-13history
VPU VANGUARD WORLD FD52.7K shares26.28%2025-06-302025-08-13history
ATR APTARGROUP INC59.1K shares-21.14%2025-06-302025-08-13history
Sponsored
FAST FASTENAL CO219.4K shares6111.44%2025-06-302025-08-13history
BAC BANK AMERICA CORP194.2K shares38.80%2025-06-302025-08-13history
NVS NOVARTIS AG75.3K shares52.72%2025-06-302025-08-13history
MO ALTRIA GROUP INC154.3K shares1.43%2025-06-302025-08-13history
HLI HOULIHAN LOKEY INC49.9K shares-21.66%2025-06-302025-08-13history
ADP AUTOMATIC DATA PROCESSING IN29.0K shares-0.50%2025-06-302025-08-13history
MOAT VANECK ETF TRUST94.8K shares-0.33%2025-06-302025-08-13history
CSW CSW INDUSTRIALS INC31.0K shares-2.35%2025-06-302025-08-13history
Sponsored
CXT CRANE NXT CO164.4K shares44.47%2025-06-302025-08-13history
FTNT FORTINET INC82.2K shares-6.81%2025-06-302025-08-13history
DECK DECKERS OUTDOOR CORP84.2K shares-10.26%2025-06-302025-08-13history
PINS PINTEREST INC241.9K sharesnew addition2025-06-302025-08-13history
BOX BOX INC252.0K shares-0.39%2025-06-302025-08-13history
GDDY GODADDY INC47.6K shares-21.37%2025-06-302025-08-13history
UTI UNIVERSAL TECHNICAL INST INC251.7K sharesnew addition2025-06-302025-08-13history
CSMD PROFESIONALLY MANAGED PORTFO272.0K shares10.00%2025-06-302025-08-13history
Sponsored
PIO INVESCO EXCH TRADED FD TR II189.6K shares2.40%2025-06-302025-08-13history
MMSI MERIT MED SYS INC90.2K shares-1.79%2025-06-302025-08-13history
GRMN GARMIN LTD40.0K shares-17.69%2025-06-302025-08-13history
DLS WISDOMTREE TR111.0K shares0.38%2025-06-302025-08-13history
COR CENCORA INC27.1K shares180.99%2025-06-302025-08-13history
SCHA SCHWAB STRATEGIC TR321.4K shares5.02%2025-06-302025-08-13history
FLCH FRANKLIN TEMPLETON ETF TR374.4K shares0.11%2025-06-302025-08-13history
COF CAPITAL ONE FINL CORP38.2K shares18.13%2025-06-302025-08-13history
Sponsored
DDOG DATADOG INC60.5K shares-17.83%2025-06-302025-08-13history
ABCB AMERIS BANCORP125.1K shares-1.56%2025-06-302025-08-13history
MCK MCKESSON CORP11.0K shares282.49%2025-06-302025-08-13history
APD AIR PRODS & CHEMS INC28.1K shares46.96%2025-06-302025-08-13history
KMB KIMBERLY-CLARK CORP61.5K shares76.11%2025-06-302025-08-13history
BAH BOOZ ALLEN HAMILTON HLDG COR75.7K shares-13.59%2025-06-302025-08-13history
LMAT LEMAITRE VASCULAR INC94.8K shares-2.55%2025-06-302025-08-13history
BCPC BALCHEM CORP49.4K shares-1.95%2025-06-302025-08-13history
Sponsored
IHDG WISDOMTREE TR173.8K shares-3.13%2025-06-302025-08-13history
MDY SPDR S&P MIDCAP 400 ETF TR13.8K shares20.18%2025-06-302025-08-13history
VBK VANGUARD INDEX FDS27.9K shares-26.98%2025-06-302025-08-13history
SCHG SCHWAB STRATEGIC TR263.0K shares21.86%2025-06-302025-08-13history
IWM ISHARES TR35.5K shares14.76%2025-06-302025-08-13history
KNF KNIFE RIVER CORP93.5K shares-1.89%2025-06-302025-08-13history
VGSH VANGUARD SCOTTSDALE FDS129.6K shares628.07%2025-06-302025-08-13history
GPC GENUINE PARTS CO62.4K shares108.21%2025-06-302025-08-13history
Sponsored
VTWV VANGUARD SCOTTSDALE FDS54.3K shares0.20%2025-06-302025-08-13history
SCHF SCHWAB STRATEGIC TR339.7K shares3.10%2025-06-302025-08-13history
CMCSA COMCAST CORP NEW209.9K shares56.50%2025-06-302025-08-13history
VO VANGUARD INDEX FDS26.7K shares87.48%2025-06-302025-08-13history
IFRA ISHARES TR151.0K shares925.45%2025-06-302025-08-13history
ACIW ACI WORLDWIDE INC161.5K shares-1.43%2025-06-302025-08-13history
CAVA CAVA GROUP INC87.4K sharesnew addition2025-06-302025-08-13history
BRNY EA SERIES TRUST161.2K sharesnew addition2025-06-302025-08-13history
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JCPB J P MORGAN EXCHANGE TRADED F153.7K shares155.16%2025-06-302025-08-13history
SPDW SPDR INDEX SHS FDS177.0K shares-1.73%2025-06-302025-08-13history
DHI D R HORTON INC55.5K shares198.98%2025-06-302025-08-13history
PRIM PRIMORIS SVCS CORP91.6K shares2.77%2025-06-302025-08-13history
DD DUPONT DE NEMOURS INC102.3K shares-2.64%2025-06-302025-08-13history
MKTX MARKETAXESS HLDGS INC31.4K shares-18.04%2025-06-302025-08-13history
FBT FIRST TR EXCHANGE-TRADED FD43.4K shares-0.22%2025-06-302025-08-13history
MDT MEDTRONIC PLC80.2K shares39.88%2025-06-302025-08-13history
Sponsored
BINC BLACKROCK ETF TRUST II131.8K shares8.42%2025-06-302025-08-13history
SPYM SPDR SERIES TRUST95.4K shares0.41%2025-06-302025-08-13history
LNC LINCOLN NATL CORP IND199.8K shares97.99%2025-06-302025-08-13history
QAI NEW YORK LIFE INVESTMENTS ET213.8K sharesnew addition2025-06-302025-08-13history
KMI KINDER MORGAN INC DEL234.2K shares2.64%2025-06-302025-08-13history
TILE INTERFACE INC327.9K shares4.79%2025-06-302025-08-13history
MOG.A MOOG INC37.9K shares-2.07%2025-06-302025-08-13history
CRWD CROWDSTRIKE HLDGS INC13.4K shares23.22%2025-06-302025-08-13history
Sponsored
EMB ISHARES TR72.6K shares62.81%2025-06-302025-08-13history
SPSC SPS COMM INC48.8K shares-61.31%2025-06-302025-08-13history
JBTM JBT MAREL CORPORATION54.9K sharesnew addition2025-06-302025-08-13history
FBND FIDELITY MERRIMACK STR TR144.1K shares-1.78%2025-06-302025-08-13history
CNS COHEN & STEERS INC86.5K shares-1.42%2025-06-302025-08-13history
INSP INSPIRE MED SYS INC50.0K shares45.30%2025-06-302025-08-13history
BJ BJS WHSL CLUB HLDGS INC59.9K shares4.54%2025-06-302025-08-13history
FSS FEDERAL SIGNAL CORP60.4K sharesnew addition2025-06-302025-08-13history
Sponsored
ROBT FIRST TR EXCHANGE TRADED FD133.0K shares-1.68%2025-06-302025-08-13history
SCHM SCHWAB STRATEGIC TR228.6K shares-0.80%2025-06-302025-08-13history
UNP UNION PAC CORP27.7K shares1.86%2025-06-302025-08-13history
MBB ISHARES TR67.9K shares29.55%2025-06-302025-08-13history
IGLB ISHARES TR125.7K shares6.52%2025-06-302025-08-13history
MSCI MSCI INC10.8K shares2.00%2025-06-302025-08-13history
GOVT ISHARES TR269.2K shares4.23%2025-06-302025-08-13history
GBIL GOLDMAN SACHS ETF TR61.5K shares0.77%2025-06-302025-08-13history
Sponsored
TMUS T-MOBILE US INC25.9K shares116.43%2025-06-302025-08-13history
DGRO ISHARES TR95.9K shares1.99%2025-06-302025-08-13history
UPS UNITED PARCEL SERVICE INC60.6K shares85.03%2025-06-302025-08-13history
IMCG ISHARES TR76.1K sharesnew addition2025-06-302025-08-13history
PODD INSULET CORP19.3K shares5.01%2025-06-302025-08-13history
XSVM INVESCO EXCHANGE TRADED FD T116.0K shares-6.12%2025-06-302025-08-13history
SKY CHAMPION HOMES INC96.3K shares-2.53%2025-06-302025-08-13history
IVW ISHARES TR54.5K shares21.68%2025-06-302025-08-13history
Sponsored
SPEM SPDR INDEX SHS FDS139.4K shares-7.53%2025-06-302025-08-13history
CPRT COPART INC121.1K shares-64.28%2025-06-302025-08-13history
IWO ISHARES TR20.7K shares-13.77%2025-06-302025-08-13history
BKLN INVESCO EXCH TRADED FD TR II282.7K shares-4.81%2025-06-302025-08-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD26.1K shares7.18%2025-06-302025-08-13history
CAML PROFESIONALLY MANAGED PORTFO155.3K shares14.74%2025-06-302025-08-13history
IRM IRON MTN INC DEL55.0K shares85.90%2025-06-302025-08-13history
DHR DANAHER CORPORATION28.5K shares3.52%2025-06-302025-08-13history
Sponsored
DOW DOW INC212.1K shares10.36%2025-06-302025-08-13history
PEP PEPSICO INC42.5K shares11.93%2025-06-302025-08-13history
CMDY ISHARES U S ETF TR108.4K sharesnew addition2025-06-302025-08-13history
QQQM INVESCO EXCH TRADED FD TR II24.0K shares14.48%2025-06-302025-08-13history
USB US BANCORP DEL120.0K shares64.85%2025-06-302025-08-13history
VMI VALMONT INDS INC16.5K shares17.26%2025-06-302025-08-13history
COHR COHERENT CORP59.8K shares110.46%2025-06-302025-08-13history
TT TRANE TECHNOLOGIES PLC12.2K shares194.10%2025-06-302025-08-13history
Sponsored
KVUE KENVUE INC253.0K shares76.98%2025-06-302025-08-13history
BIV VANGUARD BD INDEX FDS68.2K shares-1.88%2025-06-302025-08-13history
SIRI SIRIUSXM HOLDINGS INC229.4K shares101.08%2025-06-302025-08-13history
DE DEERE & CO10.3K shares19.89%2025-06-302025-08-13history
VFH VANGUARD WORLD FD41.1K shares27.05%2025-06-302025-08-13history
WHR WHIRLPOOL CORP50.8K shares85.03%2025-06-302025-08-13history
IYK ISHARES TR72.9K shares1.12%2025-06-302025-08-13history
LMT LOCKHEED MARTIN CORP11.1K shares-2.71%2025-06-302025-08-13history
Sponsored
KNSL KINSALE CAP GROUP INC10.6K shares0.98%2025-06-302025-08-13history
COIN COINBASE GLOBAL INC14.6K shares302.93%2025-06-302025-08-13history
GVI ISHARES TR47.8K shares13.66%2025-06-302025-08-13history
LKQ LKQ CORP137.8K shares17.22%2025-06-302025-08-13history
GSLC GOLDMAN SACHS ETF TR41.7K shares353.93%2025-06-302025-08-13history
SNA SNAP ON INC16.2K shares141.05%2025-06-302025-08-13history
YETI YETI HLDGS INC160.1K shares1.63%2025-06-302025-08-13history
VMBS VANGUARD SCOTTSDALE FDS108.1K shares1.57%2025-06-302025-08-13history
Sponsored
PTC PTC INC28.8K shares3.65%2025-06-302025-08-13history
MS MORGAN STANLEY35.1K shares19.00%2025-06-302025-08-13history
SU SUNCOR ENERGY INC NEW131.9K shares89.59%2025-06-302025-08-13history
BLK BLACKROCK INC4.7K shares59.52%2025-06-302025-08-13history
IJS ISHARES TR49.1K shares709.59%2025-06-302025-08-13history
AVT AVNET INC91.3K shares91.54%2025-06-302025-08-13history
TRV TRAVELERS COMPANIES INC18.0K shares51.45%2025-06-302025-08-13history
VDE VANGUARD WORLD FD40.2K shares-44.18%2025-06-302025-08-13history
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PGR PROGRESSIVE CORP17.9K shares63.71%2025-06-302025-08-13history
DUOL DUOLINGO INC11.6K shares8.91%2025-06-302025-08-13history
MDB MONGODB INC22.4K shares11.69%2025-06-302025-08-13history
EMLC VANECK ETF TRUST184.0K shares163.45%2025-06-302025-08-13history
DBND DOUBLELINE ETF TRUST100.6K shares2.97%2025-06-302025-08-13history
GEV GE VERNOVA INC8.7K shares6.46%2025-06-302025-08-13history
DLN WISDOMTREE TR56.3K shares-1.67%2025-06-302025-08-13history
MRVL MARVELL TECHNOLOGY INC59.7K shares11.51%2025-06-302025-08-13history
Sponsored
CG CARLYLE GROUP INC89.6K sharesnew addition2025-06-302025-08-13history
FIVE FIVE BELOW INC35.0K sharesnew addition2025-06-302025-08-13history
EA ELECTRONIC ARTS INC28.7K sharesnew addition2025-06-302025-08-13history
POWI POWER INTEGRATIONS INC81.9K shares-4.49%2025-06-302025-08-13history
MUB ISHARES TR43.6K shares-2.02%2025-06-302025-08-13history
SCHW SCHWAB CHARLES CORP49.8K shares144.75%2025-06-302025-08-13history
CB CHUBB LIMITED15.6K shares166.51%2025-06-302025-08-13history
NVO NOVO-NORDISK A S64.9K shares-0.08%2025-06-302025-08-13history
Sponsored
MEDP MEDPACE HLDGS INC14.3K shares1.60%2025-06-302025-08-13history
CDW CDW CORP25.0K shares19.17%2025-06-302025-08-13history
EFAV ISHARES TR53.2K shares-2.97%2025-06-302025-08-13history
PYPL PAYPAL HLDGS INC59.8K shares66.86%2025-06-302025-08-13history
RRC RANGE RES CORP109.1K shares4.29%2025-06-302025-08-13history
MORN MORNINGSTAR INC14.0K shares5.90%2025-06-302025-08-13history
SYY SYSCO CORP58.2K shares381.54%2025-06-302025-08-13history
VOX VANGUARD WORLD FD25.7K shares71.90%2025-06-302025-08-13history
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COST COSTCO WHSL CORP NEW4.4K shares-92.98%2025-06-302025-08-13history
JPEM J P MORGAN EXCHANGE TRADED F77.3K sharesnew addition2025-06-302025-08-13history
TAN INVESCO EXCH TRADED FD TR II126.7K shares-1.34%2025-06-302025-08-13history
MMM 3M CO28.5K shares21.17%2025-06-302025-08-13history
PFF ISHARES TR140.0K shares-5.76%2025-06-302025-08-13history
TXN TEXAS INSTRS INC20.5K shares12.97%2025-06-302025-08-13history
EMR EMERSON ELEC CO31.8K shares739.56%2025-06-302025-08-13history
AME AMETEK INC22.6K shares80.67%2025-06-302025-08-13history
Sponsored
AMLP ALPS ETF TR83.5K shares-7.92%2025-06-302025-08-13history
USRT ISHARES TR71.8K shares-9.02%2025-06-302025-08-13history
JCI JOHNSON CTLS INTL PLC38.2K shares69.81%2025-06-302025-08-13history
ADBE ADOBE INC10.4K shares6.05%2025-06-302025-08-13history
INTU INTUIT5.1K shares24.73%2025-06-302025-08-13history
JEPI J P MORGAN EXCHANGE TRADED F69.8K shares5.31%2025-06-302025-08-13history
SDY SPDR SERIES TRUST28.5K shares-5.34%2025-06-302025-08-13history
SCHP SCHWAB STRATEGIC TR143.8K shares32.44%2025-06-302025-08-13history
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VTEB VANGUARD MUN BD FDS77.8K shares-28.26%2025-06-302025-08-13history
DCRE DOUBLELINE ETF TRUST73.3K shares60.73%2025-06-302025-08-13history
PLTR PALANTIR TECHNOLOGIES INC27.9K shares26.27%2025-06-302025-08-13history
HYBL SSGA ACTIVE TR132.8K shares10.59%2025-06-302025-08-13history
ADSK AUTODESK INC12.3K shares1.75%2025-06-302025-08-13history
VDC VANGUARD WORLD FD17.0K shares281.25%2025-06-302025-08-13history
CP CANADIAN PACIFIC KANSAS CITY46.9K shares9.37%2025-06-302025-08-13history
IBTF ISHARES TR158.5K sharesnew addition2025-06-302025-08-13history
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PFFV GLOBAL X FDS162.2K shares198.30%2025-06-302025-08-13history
MGRC MCGRATH RENTCORP31.7K sharesnew addition2025-06-302025-08-13history
DVN DEVON ENERGY CORP NEW115.4K shares101.74%2025-06-302025-08-13history
AMT AMERICAN TOWER CORP NEW16.6K shares3.99%2025-06-302025-08-13history
RECS COLUMBIA ETF TR I99.3K shares10.30%2025-06-302025-08-13history
LECO LINCOLN ELEC HLDGS INC17.5K shares9.40%2025-06-302025-08-13history
BX BLACKSTONE INC24.1K shares9.67%2025-06-302025-08-13history
ITT ITT INC22.9K shares139.36%2025-06-302025-08-13history
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SYF SYNCHRONY FINANCIAL53.4K sharesnew addition2025-06-302025-08-13history
HWKN HAWKINS INC24.9K sharesnew addition2025-06-302025-08-13history
FDS FACTSET RESH SYS INC7.9K sharesnew addition2025-06-302025-08-13history
SM SM ENERGY CO142.6K shares7.40%2025-06-302025-08-13history
WHD CACTUS INC80.6K shares3.30%2025-06-302025-08-13history
VOT VANGUARD INDEX FDS12.3K shares25.12%2025-06-302025-08-13history
BBHY J P MORGAN EXCHANGE TRADED F74.0K sharesnew addition2025-06-302025-08-13history
QUAL ISHARES TR18.7K shares60.12%2025-06-302025-08-13history
Sponsored
AVY AVERY DENNISON CORP19.5K shares5.16%2025-06-302025-08-13history
MET METLIFE INC42.3K shares58.66%2025-06-302025-08-13history
AMP AMERIPRISE FINL INC6.3K shares7.73%2025-06-302025-08-13history
DFAC DIMENSIONAL ETF TRUST93.9K shares4.66%2025-06-302025-08-13history
MHO M/I HOMES INC29.7K shares84.11%2025-06-302025-08-13history
APP APPLOVIN CORP9.6K shares63.66%2025-06-302025-08-13history
CART MAPLEBEAR INC73.5K shares8.95%2025-06-302025-08-13history
IWB ISHARES TR9.8K shares161.05%2025-06-302025-08-13history
Sponsored
HCA HCA HEALTHCARE INC8.6K shares576.90%2025-06-302025-08-13history
AON AON PLC9.2K shares61.42%2025-06-302025-08-13history
LAUR LAUREATE EDUCATION INC140.5K sharesnew addition2025-06-302025-08-13history
ANGL VANECK ETF TRUST112.1K shares-7.97%2025-06-302025-08-13history
MATTHEWS INTL FDS MATTHEWS INTL FDS108.4K shares-3.53%2025-06-302025-08-13history
MGNR AMERICAN BEACON SELECT FUNDS98.1K shares87.45%2025-06-302025-08-13history
GLNG GOLAR LNG LTD78.8K shares14.80%2025-06-302025-08-13history
VGIT VANGUARD SCOTTSDALE FDS54.1K shares0.65%2025-06-302025-08-13history
Sponsored
IWR ISHARES TR35.2K shares5.82%2025-06-302025-08-13history
WAL WESTERN ALLIANCE BANCORP41.4K shares6.86%2025-06-302025-08-13history
ICVT ISHARES TR35.7K shares0.51%2025-06-302025-08-13history
SCHH SCHWAB STRATEGIC TR151.7K shares1.15%2025-06-302025-08-13history
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VIS VANGUARD WORLD FD11.2K shares7.90%2025-06-302025-08-13history
Sponsored
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ITW ILLINOIS TOOL WKS INC12.6K shares-12.42%2025-06-302025-08-13history
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LEN LENNAR CORP28.0K shares64.76%2025-06-302025-08-13history
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LRCX LAM RESEARCH CORP31.1K shares15.58%2025-06-302025-08-13history
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SRLN SSGA ACTIVE ETF TR71.5K shares-5.50%2025-06-302025-08-13history
PAYX PAYCHEX INC20.3K shares10.57%2025-06-302025-08-13history
POOL POOL CORP10.0K shares5.85%2025-06-302025-08-13history
WFC WELLS FARGO CO NEW36.0K shares25.76%2025-06-302025-08-13history
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FI FISERV INC16.3K shares18.82%2025-06-302025-08-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available