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). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS1.3M shares1845.87%2025-06-302025-08-13
AAPL APPLE INC1.9M shares9.18%2025-06-302025-08-13
MSFT MICROSOFT CORP490.6K shares19.11%2025-06-302025-08-13
NVDA NVIDIA CORPORATION1.3M shares14.07%2025-06-302025-08-13
XLF SELECT SECTOR SPDR TR2.9M shares0.57%2025-06-302025-08-13
META META PLATFORMS INC176.8K shares27.78%2025-06-302025-08-13
RSP INVESCO EXCHANGE TRADED FD T715.9K shares5.35%2025-06-302025-08-13
JSI JANUS DETROIT STR TR2.3M shares41.59%2025-06-302025-08-13
JMBS JANUS DETROIT STR TR2.6M shares3.09%2025-06-302025-08-13
XLC SELECT SECTOR SPDR TR1.0M shares1.76%2025-06-302025-08-13
VOO VANGUARD INDEX FDS190.3K shares149.78%2025-06-302025-08-13
AVEM AMERICAN CENTY ETF TR1.3M shares1.20%2025-06-302025-08-13
BRK.B BERKSHIRE HATHAWAY INC DEL186.1K shares43.94%2025-06-302025-08-13
AVGO BROADCOM INC306.0K shares24.28%2025-06-302025-08-13
V VISA INC231.5K shares25.11%2025-06-302025-08-13
KO COCA COLA CO1.2M shares0.85%2025-06-302025-08-13
JPM JPMORGAN CHASE & CO.263.7K shares8.63%2025-06-302025-08-13
GOOGL ALPHABET INC425.2K shares18.19%2025-06-302025-08-13
BND VANGUARD BD INDEX FDS984.1K shares2237.26%2025-06-302025-08-13
BSV VANGUARD BD INDEX FDS918.4K shares1747.98%2025-06-302025-08-13
XLV SELECT SECTOR SPDR TR535.4K shares7.86%2025-06-302025-08-13
VIG VANGUARD SPECIALIZED FUNDS346.1K shares3.15%2025-06-302025-08-13
CAFX PROFESIONALLY MANAGED PORTFO2.7M shares9.13%2025-06-302025-08-13
SPTL SPDR SERIES TRUST2.5M shares1.81%2025-06-302025-08-13
GLDM WORLD GOLD TR947.4K shares-13.56%2025-06-302025-08-13
PAVE GLOBAL X FDS1.4M shares19.37%2025-06-302025-08-13
IJH ISHARES TR969.3K shares20.97%2025-06-302025-08-13
GOOG ALPHABET INC336.0K shares34.63%2025-06-302025-08-13
VYM VANGUARD WHITEHALL FDS442.0K shares4.11%2025-06-302025-08-13
MBS ANGEL OAK FUNDS TRUST6.8M shares2.94%2025-06-302025-08-13
VUG VANGUARD INDEX FDS132.3K shares10.38%2025-06-302025-08-13
VXUS VANGUARD STAR FDS836.2K shares1100.11%2025-06-302025-08-13
SPY SPDR S&P 500 ETF TR90.5K shares22.08%2025-06-302025-08-13
IYW ISHARES TR316.2K shares-0.72%2025-06-302025-08-13
EFA ISHARES TR589.2K shares6.98%2025-06-302025-08-13
VONG VANGUARD SCOTTSDALE FDS469.4K shares-2.42%2025-06-302025-08-13
XLP SELECT SECTOR SPDR TR631.5K shares1.72%2025-06-302025-08-13
IJR ISHARES TR465.8K shares7.06%2025-06-302025-08-13
KBWB INVESCO EXCH TRADED FD TR II692.8K shares-27.52%2025-06-302025-08-13
HD HOME DEPOT INC135.1K shares16.45%2025-06-302025-08-13
VTV VANGUARD INDEX FDS274.5K shares30.76%2025-06-302025-08-13
ETN EATON CORP PLC127.9K shares0.24%2025-06-302025-08-13
XLE SELECT SECTOR SPDR TR532.2K shares4.35%2025-06-302025-08-13
VB VANGUARD INDEX FDS190.2K shares790.46%2025-06-302025-08-13
VTIP VANGUARD MALVERN FDS891.0K shares2.41%2025-06-302025-08-13
XLU SELECT SECTOR SPDR TR540.5K shares5207.25%2025-06-302025-08-13
XOM EXXON MOBIL CORP402.3K shares15.80%2025-06-302025-08-13
FJP FIRST TR EXCH TRD ALPHDX FD723.3K shares0.68%2025-06-302025-08-13
CTAS CINTAS CORP189.4K shares-8.64%2025-06-302025-08-13
TJX TJX COS INC NEW334.8K shares4.24%2025-06-302025-08-13
XLRE SELECT SECTOR SPDR TR945.4K shares0.79%2025-06-302025-08-13
DGS WISDOMTREE TR702.3K shares3.18%2025-06-302025-08-13
PH PARKER-HANNIFIN CORP55.4K shares19.62%2025-06-302025-08-13
LLY ELI LILLY & CO49.0K shares-29.61%2025-06-302025-08-13
EZU ISHARES INC633.1K shares4.71%2025-06-302025-08-13
XLG INVESCO EXCHANGE TRADED FD T719.9K shares1645.51%2025-06-302025-08-13
MA MASTERCARD INCORPORATED66.5K shares88.37%2025-06-302025-08-13
ORCL ORACLE CORP169.4K shares12.37%2025-06-302025-08-13
ALL ALLSTATE CORP183.0K shares37.26%2025-06-302025-08-13
CSCO CISCO SYS INC530.6K shares23.63%2025-06-302025-08-13
XLI SELECT SECTOR SPDR TR242.7K shares3.50%2025-06-302025-08-13
HWM HOWMET AEROSPACE INC191.7K shares-0.66%2025-06-302025-08-13
NFLX NETFLIX INC26.6K shares8.37%2025-06-302025-08-13
VONV VANGUARD SCOTTSDALE FDS410.0K shares28.35%2025-06-302025-08-13
PNC PNC FINL SVCS GROUP INC185.5K shares72.26%2025-06-302025-08-13
SPBO SPDR SERIES TRUST1.2M shares3.42%2025-06-302025-08-13
OLLI OLLIES BARGAIN OUTLET HLDGS255.9K shares1.09%2025-06-302025-08-13
VNQ VANGUARD INDEX FDS377.7K shares559.20%2025-06-302025-08-13
SCHX SCHWAB STRATEGIC TR1.4M shares0.03%2025-06-302025-08-13
VGT VANGUARD WORLD FD50.1K shares22.62%2025-06-302025-08-13
LGLV SPDR SERIES TRUST187.9K shares-9.05%2025-06-302025-08-13
ASIA MATTHEWS INTL FDS1.1M shares0.55%2025-06-302025-08-13
DMBS DOUBLELINE ETF TRUST645.0K shares10.35%2025-06-302025-08-13
AXP AMERICAN EXPRESS CO98.5K shares95.74%2025-06-302025-08-13
MLM MARTIN MARIETTA MATLS INC56.8K shares-9.63%2025-06-302025-08-13
VZ VERIZON COMMUNICATIONS INC718.9K shares11.95%2025-06-302025-08-13
BSX BOSTON SCIENTIFIC CORP289.4K shares19.95%2025-06-302025-08-13
PG PROCTER AND GAMBLE CO194.1K shares29.18%2025-06-302025-08-13
DELL DELL TECHNOLOGIES INC250.9K shares12.39%2025-06-302025-08-13
BWZ SPDR SERIES TRUST1.1M sharesnew addition2025-06-302025-08-13
IWF ISHARES TR71.2K shares-2.95%2025-06-302025-08-13
IWY ISHARES TR120.1K shares142.17%2025-06-302025-08-13
VHT VANGUARD WORLD FD119.0K shares7.35%2025-06-302025-08-13
ADI ANALOG DEVICES INC123.2K shares14.76%2025-06-302025-08-13
EWJ ISHARES INC390.5K shares1.56%2025-06-302025-08-13
NOW SERVICENOW INC28.4K shares1.60%2025-06-302025-08-13
CAT CATERPILLAR INC73.2K shares-1.93%2025-06-302025-08-13
ANET ARISTA NETWORKS INC276.0K shares2.15%2025-06-302025-08-13
XLY SELECT SECTOR SPDR TR128.0K shares-40.90%2025-06-302025-08-13
ECL ECOLAB INC100.6K shares-6.56%2025-06-302025-08-13
EUFN ISHARES TR849.1K shares0.66%2025-06-302025-08-13
FLGB FRANKLIN TEMPLETON ETF TR871.9K shares0.55%2025-06-302025-08-13
ISRG INTUITIVE SURGICAL INC49.0K shares1.38%2025-06-302025-08-13
ABBV ABBVIE INC141.4K shares32.27%2025-06-302025-08-13
TPL TEXAS PACIFIC LAND CORPORATI24.4K shares1.49%2025-06-302025-08-13
SPSM SPDR SERIES TRUST596.8K shares-46.44%2025-06-302025-08-13
ACN ACCENTURE PLC IRELAND84.5K shares33.28%2025-06-302025-08-13
ORLY OREILLY AUTOMOTIVE INC275.1K shares1403.01%2025-06-302025-08-13
MCD MCDONALDS CORP84.3K shares0.60%2025-06-302025-08-13
SYK STRYKER CORPORATION61.9K shares1.31%2025-06-302025-08-13
PANW PALO ALTO NETWORKS INC118.3K shares1.08%2025-06-302025-08-13
NEE NEXTERA ENERGY INC347.4K shares15.61%2025-06-302025-08-13
IEFA ISHARES TR288.1K shares1.76%2025-06-302025-08-13
WELL WELLTOWER INC152.7K shares7318.46%2025-06-302025-08-13
UBER UBER TECHNOLOGIES INC250.6K shares7.40%2025-06-302025-08-13
FMB FIRST TR EXCH TRADED FD III468.3K shares0.61%2025-06-302025-08-13
VCSH VANGUARD SCOTTSDALE FDS293.3K shares86.72%2025-06-302025-08-13
CVX CHEVRON CORP NEW162.3K shares0.84%2025-06-302025-08-13
FNCL FIDELITY COVINGTON TRUST312.3K shares-2.01%2025-06-302025-08-13
TSCO TRACTOR SUPPLY CO437.6K shares1.01%2025-06-302025-08-13
AJG GALLAGHER ARTHUR J & CO71.7K shares-0.71%2025-06-302025-08-13
IVV ISHARES TR36.6K shares6.52%2025-06-302025-08-13
CMG CHIPOTLE MEXICAN GRILL INC402.5K shares1.23%2025-06-302025-08-13
UYLD ANGEL OAK FUNDS TRUST439.7K shares10.38%2025-06-302025-08-13
VWO VANGUARD INTL EQUITY INDEX F448.6K shares6.28%2025-06-302025-08-13
AMGN AMGEN INC79.1K shares2.84%2025-06-302025-08-13
FTEC FIDELITY COVINGTON TRUST111.3K shares-24.75%2025-06-302025-08-13
MRK MERCK & CO INC274.8K shares-6.70%2025-06-302025-08-13
TTD THE TRADE DESK INC298.0K shares10.81%2025-06-302025-08-13
CW CURTISS WRIGHT CORP43.7K shares-16.91%2025-06-302025-08-13
STRL STERLING INFRASTRUCTURE INC92.2K shares0.61%2025-06-302025-08-13
TEL TE CONNECTIVITY PLC125.5K shares18.08%2025-06-302025-08-13
LIN LINDE PLC44.2K shares3.55%2025-06-302025-08-13
DT DYNATRACE INC374.9K shares58.71%2025-06-302025-08-13
SNPS SYNOPSYS INC39.0K shares1.90%2025-06-302025-08-13
FNDF SCHWAB STRATEGIC TR498.7K shares63.57%2025-06-302025-08-13
FTGC FIRST TR EXCHANGE TRAD FD VI807.5K sharesnew addition2025-06-302025-08-13
BR BROADRIDGE FINL SOLUTIONS IN81.5K shares-1.14%2025-06-302025-08-13
VEU VANGUARD INTL EQUITY INDEX F293.5K shares332.13%2025-06-302025-08-13
VCIT VANGUARD SCOTTSDALE FDS236.0K shares13.76%2025-06-302025-08-13
AMZN AMAZON COM INC88.6K shares-75.21%2025-06-302025-08-13
DIS DISNEY WALT CO156.7K shares67.05%2025-06-302025-08-13
CYBR CYBERARK SOFTWARE LTD47.6K shares-8.84%2025-06-302025-08-13
DVY ISHARES TR144.0K shares-0.29%2025-06-302025-08-13
GPI GROUP 1 AUTOMOTIVE INC43.0K shares193.29%2025-06-302025-08-13
VEA VANGUARD TAX-MANAGED FDS325.7K shares10.47%2025-06-302025-08-13
QQQ INVESCO QQQ TR33.6K shares-57.12%2025-06-302025-08-13
MCO MOODYS CORP36.8K shares1.26%2025-06-302025-08-13
WMB WILLIAMS COS INC293.3K shares2.59%2025-06-302025-08-13
IWD ISHARES TR94.9K shares2.12%2025-06-302025-08-13
CGXU CAPITAL GROUP INTL FOCUS EQT674.6K shares14.65%2025-06-302025-08-13
LOW LOWES COS INC80.7K shares52.70%2025-06-302025-08-13
VLUE ISHARES TR156.5K sharesnew addition2025-06-302025-08-13
CME CME GROUP INC63.8K shares-2.10%2025-06-302025-08-13
C CITIGROUP INC205.3K shares94.16%2025-06-302025-08-13
JPST J P MORGAN EXCHANGE TRADED F344.7K shares10.27%2025-06-302025-08-13
CGDV CAPITAL GROUP DIVIDEND VALUE439.2K shares16.11%2025-06-302025-08-13
MSI MOTOROLA SOLUTIONS INC41.2K shares741.27%2025-06-302025-08-13
VRTX VERTEX PHARMACEUTICALS INC38.9K shares14.07%2025-06-302025-08-13
PFE PFIZER INC708.4K shares34.22%2025-06-302025-08-13
AGG ISHARES TR172.6K shares83.41%2025-06-302025-08-13
CVS CVS HEALTH CORP247.4K shares27.02%2025-06-302025-08-13
CARY ANGEL OAK FUNDS TRUST811.2K shares4.30%2025-06-302025-08-13
AFL AFLAC INC159.7K shares102.30%2025-06-302025-08-13
AMAT APPLIED MATLS INC90.9K shares32.84%2025-06-302025-08-13
ONEV SPDR SERIES TRUST128.8K sharesnew addition2025-06-302025-08-13
EME EMCOR GROUP INC30.9K shares-17.23%2025-06-302025-08-13
PEN PENUMBRA INC64.3K shares-11.63%2025-06-302025-08-13
ELF E L F BEAUTY INC132.3K shares0.86%2025-06-302025-08-13
CACI CACI INTL INC34.4K shares30.78%2025-06-302025-08-13
CVLT COMMVAULT SYS INC93.9K shares-0.42%2025-06-302025-08-13
BMI BADGER METER INC66.2K shares-0.34%2025-06-302025-08-13
SHOP SHOPIFY INC139.6K shares4.47%2025-06-302025-08-13
COP CONOCOPHILLIPS178.1K shares6.68%2025-06-302025-08-13
JNJ JOHNSON & JOHNSON101.9K shares-42.99%2025-06-302025-08-13
CL COLGATE PALMOLIVE CO171.1K shares-0.03%2025-06-302025-08-13
BMY BRISTOL-MYERS SQUIBB CO334.3K shares33.47%2025-06-302025-08-13
CR CRANE COMPANY80.5K shares0.57%2025-06-302025-08-13
STE STERIS PLC63.4K shares1.36%2025-06-302025-08-13
EOG EOG RES INC127.2K shares3.53%2025-06-302025-08-13
EPD ENTERPRISE PRODS PARTNERS L489.1K shares1.30%2025-06-302025-08-13
CASY CASEYS GEN STORES INC29.4K shares-13.55%2025-06-302025-08-13
TIP ISHARES TR135.1K shares519.08%2025-06-302025-08-13
TSLA TESLA INC46.7K shares65.61%2025-06-302025-08-13
NVT NVENT ELECTRIC PLC201.5K shares-12.36%2025-06-302025-08-13
RTX RTX CORPORATION98.8K shares57.45%2025-06-302025-08-13
FPX FIRST TR EXCHANGE-TRADED FD98.9K shares0.27%2025-06-302025-08-13
VBR VANGUARD INDEX FDS72.7K shares-22.78%2025-06-302025-08-13
IWP ISHARES TR100.5K shares80.27%2025-06-302025-08-13
SCHZ SCHWAB STRATEGIC TR596.7K shares-2.85%2025-06-302025-08-13
RJF RAYMOND JAMES FINL INC89.7K shares-10.01%2025-06-302025-08-13
GD GENERAL DYNAMICS CORP47.1K shares61.42%2025-06-302025-08-13
XMMO INVESCO EXCHANGE TRADED FD T106.6K shares0.93%2025-06-302025-08-13
ZTS ZOETIS INC86.5K shares0.89%2025-06-302025-08-13
SCHD SCHWAB STRATEGIC TR507.9K shares5.11%2025-06-302025-08-13
EHC ENCOMPASS HEALTH CORP109.6K sharesnew addition2025-06-302025-08-13
FLGV FRANKLIN TEMPLETON ETF TR653.3K shares6.72%2025-06-302025-08-13
TKO TKO GROUP HOLDINGS INC72.4K sharesnew addition2025-06-302025-08-13
D DOMINION ENERGY INC232.0K shares15.22%2025-06-302025-08-13
PBH PRESTIGE CONSMR HEALTHCARE I163.2K shares0.33%2025-06-302025-08-13
HAWX ISHARES TR368.1K sharesnew addition2025-06-302025-08-13
UNH UNITEDHEALTH GROUP INC41.6K shares33.73%2025-06-302025-08-13
IBDQ ISHARES TR513.6K sharesnew addition2025-06-302025-08-13
TROW PRICE T ROWE GROUP INC133.4K shares50.32%2025-06-302025-08-13
MGK VANGUARD WORLD FD34.9K shares-0.20%2025-06-302025-08-13
T AT&T INC446.6K shares28.36%2025-06-302025-08-13
HALO HALOZYME THERAPEUTICS INC245.2K shares-12.67%2025-06-302025-08-13
ARCC ARES CAPITAL CORP579.3K shares36.68%2025-06-302025-08-13
TRNO TERRENO RLTY CORP224.8K shares0.13%2025-06-302025-08-13
PJT PJT PARTNERS INC76.3K shares1.98%2025-06-302025-08-13
BK BANK NEW YORK MELLON CORP137.9K shares252.15%2025-06-302025-08-13
AVAV AEROVIRONMENT INC43.5K shares-5.67%2025-06-302025-08-13
FIX COMFORT SYS USA INC23.1K shares3.19%2025-06-302025-08-13
TMO THERMO FISHER SCIENTIFIC INC30.4K shares5.08%2025-06-302025-08-13
RDVY FIRST TR EXCHANGE TRADED FD196.6K sharesnew addition2025-06-302025-08-13
GDX VANECK ETF TRUST236.1K shares-24.84%2025-06-302025-08-13
GS GOLDMAN SACHS GROUP INC17.3K shares-69.05%2025-06-302025-08-13
RMBS RAMBUS INC DEL191.2K shares4.69%2025-06-302025-08-13
BRO BROWN & BROWN INC112.3K shares-10.71%2025-06-302025-08-13
CRM SALESFORCE INC44.5K shares-40.91%2025-06-302025-08-13
IEMG ISHARES INC199.6K shares11.15%2025-06-302025-08-13
IBM INTERNATIONAL BUSINESS MACHS44.2K shares5.35%2025-06-302025-08-13
OMC OMNICOM GROUP INC165.7K shares139.61%2025-06-302025-08-13
FDX FEDEX CORP52.3K shares90.01%2025-06-302025-08-13
MPWR MONOLITHIC PWR SYS INC16.2K shares-0.18%2025-06-302025-08-13
BBIO BRIDGEBIO PHARMA INC269.9K shares-0.94%2025-06-302025-08-13
SFM SPROUTS FMRS MKT INC70.7K shares-18.40%2025-06-302025-08-13
FNDX SCHWAB STRATEGIC TR470.5K shares-2.22%2025-06-302025-08-13
GLD SPDR GOLD TR37.9K shares19.04%2025-06-302025-08-13
CI THE CIGNA GROUP34.7K shares64.03%2025-06-302025-08-13
FENI FIDELITY COVINGTON TRUST343.7K shares208.86%2025-06-302025-08-13
PM PHILIP MORRIS INTL INC62.4K shares8.24%2025-06-302025-08-13
GWRE GUIDEWIRE SOFTWARE INC48.1K shares-15.59%2025-06-302025-08-13
VTWG VANGUARD SCOTTSDALE FDS54.2K shares-0.31%2025-06-302025-08-13
UFPT UFP TECHNOLOGIES INC46.1K shares4.26%2025-06-302025-08-13
NPO ENPRO INC58.5K shares-1.88%2025-06-302025-08-13
GILD GILEAD SCIENCES INC100.7K shares309.24%2025-06-302025-08-13
USFD US FOODS HLDG CORP144.4K shares-28.16%2025-06-302025-08-13
CALX CALIX INC207.0K shares-0.49%2025-06-302025-08-13
MDLZ MONDELEZ INTL INC161.7K shares-11.83%2025-06-302025-08-13
GNRC GENERAC HLDGS INC75.7K shares70.78%2025-06-302025-08-13
LGND LIGAND PHARMACEUTICALS INC94.4K shares-1.97%2025-06-302025-08-13
SMLV SPDR SERIES TRUST85.7K shares-19.27%2025-06-302025-08-13
SXT SENSIENT TECHNOLOGIES CORP108.7K shares15.40%2025-06-302025-08-13
NET CLOUDFLARE INC54.1K sharesnew addition2025-06-302025-08-13
DAL DELTA AIR LINES INC DEL214.4K shares95.56%2025-06-302025-08-13
ABT ABBOTT LABS77.3K shares41.14%2025-06-302025-08-13
INTC INTEL CORP463.4K shares24.81%2025-06-302025-08-13
NVMI NOVA LTD37.7K shares-1.47%2025-06-302025-08-13
FLJP FRANKLIN TEMPLETON ETF TR322.0K shares-1.00%2025-06-302025-08-13
DSGX DESCARTES SYS GROUP INC101.6K shares-18.41%2025-06-302025-08-13
LRN STRIDE INC70.9K shares-56.11%2025-06-302025-08-13
BOOT BOOT BARN HLDGS INC67.5K shares-1.67%2025-06-302025-08-13
GE GE AEROSPACE39.1K shares0.43%2025-06-302025-08-13
WMT WALMART INC102.5K shares18.21%2025-06-302025-08-13
COO COOPER COS INC140.7K shares-11.31%2025-06-302025-08-13
PSX PHILLIPS 6682.7K shares-2.49%2025-06-302025-08-13
SCHV SCHWAB STRATEGIC TR352.3K shares-14.93%2025-06-302025-08-13
HEI HEICO CORP NEW29.6K shares648.26%2025-06-302025-08-13
QCOM QUALCOMM INC61.0K shares49.35%2025-06-302025-08-13
FICO FAIR ISAAC CORP5.3K shares513.15%2025-06-302025-08-13
ITGR INTEGER HLDGS CORP79.0K shares-2.26%2025-06-302025-08-13
COWZ PACER FDS TR176.1K shares-5.23%2025-06-302025-08-13
IWN ISHARES TR60.9K shares55.10%2025-06-302025-08-13
ACWI ISHARES TR74.7K shares98.36%2025-06-302025-08-13
TXRH TEXAS ROADHOUSE INC50.6K shares-18.47%2025-06-302025-08-13
CTVA CORTEVA INC127.3K shares3.46%2025-06-302025-08-13
PSTG PURE STORAGE INC164.8K shares-20.96%2025-06-302025-08-13
BRK.A BERKSHIRE HATHAWAY INC DEL13 shares18.18%2025-06-302025-08-13
HON HONEYWELL INTL INC40.4K shares10.19%2025-06-302025-08-13
AXON AXON ENTERPRISE INC11.3K shares-1.13%2025-06-302025-08-13
URI UNITED RENTALS INC12.4K shares102.38%2025-06-302025-08-13
VPU VANGUARD WORLD FD52.7K shares26.28%2025-06-302025-08-13
ATR APTARGROUP INC59.1K shares-21.14%2025-06-302025-08-13
FAST FASTENAL CO219.4K shares6111.44%2025-06-302025-08-13
BAC BANK AMERICA CORP194.2K shares38.80%2025-06-302025-08-13
NVS NOVARTIS AG75.3K shares52.72%2025-06-302025-08-13
MO ALTRIA GROUP INC154.3K shares1.43%2025-06-302025-08-13
HLI HOULIHAN LOKEY INC49.9K shares-21.66%2025-06-302025-08-13
ADP AUTOMATIC DATA PROCESSING IN29.0K shares-0.50%2025-06-302025-08-13
MOAT VANECK ETF TRUST94.8K shares-0.33%2025-06-302025-08-13
CSW CSW INDUSTRIALS INC31.0K shares-2.35%2025-06-302025-08-13
CXT CRANE NXT CO164.4K shares44.47%2025-06-302025-08-13
FTNT FORTINET INC82.2K shares-6.81%2025-06-302025-08-13
DECK DECKERS OUTDOOR CORP84.2K shares-10.26%2025-06-302025-08-13
PINS PINTEREST INC241.9K sharesnew addition2025-06-302025-08-13
BOX BOX INC252.0K shares-0.39%2025-06-302025-08-13
GDDY GODADDY INC47.6K shares-21.37%2025-06-302025-08-13
UTI UNIVERSAL TECHNICAL INST INC251.7K sharesnew addition2025-06-302025-08-13
CSMD PROFESIONALLY MANAGED PORTFO272.0K shares10.00%2025-06-302025-08-13
PIO INVESCO EXCH TRADED FD TR II189.6K shares2.40%2025-06-302025-08-13
MMSI MERIT MED SYS INC90.2K shares-1.79%2025-06-302025-08-13
GRMN GARMIN LTD40.0K shares-17.69%2025-06-302025-08-13
DLS WISDOMTREE TR111.0K shares0.38%2025-06-302025-08-13
COR CENCORA INC27.1K shares180.99%2025-06-302025-08-13
SCHA SCHWAB STRATEGIC TR321.4K shares5.02%2025-06-302025-08-13
FLCH FRANKLIN TEMPLETON ETF TR374.4K shares0.11%2025-06-302025-08-13
COF CAPITAL ONE FINL CORP38.2K shares18.13%2025-06-302025-08-13
DDOG DATADOG INC60.5K shares-17.83%2025-06-302025-08-13
ABCB AMERIS BANCORP125.1K shares-1.56%2025-06-302025-08-13
MCK MCKESSON CORP11.0K shares282.49%2025-06-302025-08-13
APD AIR PRODS & CHEMS INC28.1K shares46.96%2025-06-302025-08-13
KMB KIMBERLY-CLARK CORP61.5K shares76.11%2025-06-302025-08-13
BAH BOOZ ALLEN HAMILTON HLDG COR75.7K shares-13.59%2025-06-302025-08-13
LMAT LEMAITRE VASCULAR INC94.8K shares-2.55%2025-06-302025-08-13
BCPC BALCHEM CORP49.4K shares-1.95%2025-06-302025-08-13
IHDG WISDOMTREE TR173.8K shares-3.13%2025-06-302025-08-13
MDY SPDR S&P MIDCAP 400 ETF TR13.8K shares20.18%2025-06-302025-08-13
VBK VANGUARD INDEX FDS27.9K shares-26.98%2025-06-302025-08-13
SCHG SCHWAB STRATEGIC TR263.0K shares21.86%2025-06-302025-08-13
IWM ISHARES TR35.5K shares14.76%2025-06-302025-08-13
KNF KNIFE RIVER CORP93.5K shares-1.89%2025-06-302025-08-13
VGSH VANGUARD SCOTTSDALE FDS129.6K shares628.07%2025-06-302025-08-13
GPC GENUINE PARTS CO62.4K shares108.21%2025-06-302025-08-13
VTWV VANGUARD SCOTTSDALE FDS54.3K shares0.20%2025-06-302025-08-13
SCHF SCHWAB STRATEGIC TR339.7K shares3.10%2025-06-302025-08-13
CMCSA COMCAST CORP NEW209.9K shares56.50%2025-06-302025-08-13
VO VANGUARD INDEX FDS26.7K shares87.48%2025-06-302025-08-13
IFRA ISHARES TR151.0K shares925.45%2025-06-302025-08-13
ACIW ACI WORLDWIDE INC161.5K shares-1.43%2025-06-302025-08-13
CAVA CAVA GROUP INC87.4K sharesnew addition2025-06-302025-08-13
BRNY EA SERIES TRUST161.2K sharesnew addition2025-06-302025-08-13
JCPB J P MORGAN EXCHANGE TRADED F153.7K shares155.16%2025-06-302025-08-13
SPDW SPDR INDEX SHS FDS177.0K shares-1.73%2025-06-302025-08-13
DHI D R HORTON INC55.5K shares198.98%2025-06-302025-08-13
PRIM PRIMORIS SVCS CORP91.6K shares2.77%2025-06-302025-08-13
DD DUPONT DE NEMOURS INC102.3K shares-2.64%2025-06-302025-08-13
MKTX MARKETAXESS HLDGS INC31.4K shares-18.04%2025-06-302025-08-13
FBT FIRST TR EXCHANGE-TRADED FD43.4K shares-0.22%2025-06-302025-08-13
MDT MEDTRONIC PLC80.2K shares39.88%2025-06-302025-08-13
BINC BLACKROCK ETF TRUST II131.8K shares8.42%2025-06-302025-08-13
SPYM SPDR SERIES TRUST95.4K shares0.41%2025-06-302025-08-13
LNC LINCOLN NATL CORP IND199.8K shares97.99%2025-06-302025-08-13
QAI NEW YORK LIFE INVESTMENTS ET213.8K sharesnew addition2025-06-302025-08-13
KMI KINDER MORGAN INC DEL234.2K shares2.64%2025-06-302025-08-13
TILE INTERFACE INC327.9K shares4.79%2025-06-302025-08-13
MOG.A MOOG INC37.9K shares-2.07%2025-06-302025-08-13
CRWD CROWDSTRIKE HLDGS INC13.4K shares23.22%2025-06-302025-08-13
EMB ISHARES TR72.6K shares62.81%2025-06-302025-08-13
SPSC SPS COMM INC48.8K shares-61.31%2025-06-302025-08-13
JBTM JBT MAREL CORPORATION54.9K sharesnew addition2025-06-302025-08-13
FBND FIDELITY MERRIMACK STR TR144.1K shares-1.78%2025-06-302025-08-13
CNS COHEN & STEERS INC86.5K shares-1.42%2025-06-302025-08-13
INSP INSPIRE MED SYS INC50.0K shares45.30%2025-06-302025-08-13
BJ BJS WHSL CLUB HLDGS INC59.9K shares4.54%2025-06-302025-08-13
FSS FEDERAL SIGNAL CORP60.4K sharesnew addition2025-06-302025-08-13
ROBT FIRST TR EXCHANGE TRADED FD133.0K shares-1.68%2025-06-302025-08-13
SCHM SCHWAB STRATEGIC TR228.6K shares-0.80%2025-06-302025-08-13
UNP UNION PAC CORP27.7K shares1.86%2025-06-302025-08-13
MBB ISHARES TR67.9K shares29.55%2025-06-302025-08-13
IGLB ISHARES TR125.7K shares6.52%2025-06-302025-08-13
MSCI MSCI INC10.8K shares2.00%2025-06-302025-08-13
GOVT ISHARES TR269.2K shares4.23%2025-06-302025-08-13
GBIL GOLDMAN SACHS ETF TR61.5K shares0.77%2025-06-302025-08-13
TMUS T-MOBILE US INC25.9K shares116.43%2025-06-302025-08-13
DGRO ISHARES TR95.9K shares1.99%2025-06-302025-08-13
UPS UNITED PARCEL SERVICE INC60.6K shares85.03%2025-06-302025-08-13
IMCG ISHARES TR76.1K sharesnew addition2025-06-302025-08-13
PODD INSULET CORP19.3K shares5.01%2025-06-302025-08-13
XSVM INVESCO EXCHANGE TRADED FD T116.0K shares-6.12%2025-06-302025-08-13
SKY CHAMPION HOMES INC96.3K shares-2.53%2025-06-302025-08-13
IVW ISHARES TR54.5K shares21.68%2025-06-302025-08-13
SPEM SPDR INDEX SHS FDS139.4K shares-7.53%2025-06-302025-08-13
CPRT COPART INC121.1K shares-64.28%2025-06-302025-08-13
IWO ISHARES TR20.7K shares-13.77%2025-06-302025-08-13
BKLN INVESCO EXCH TRADED FD TR II282.7K shares-4.81%2025-06-302025-08-13
TSM TAIWAN SEMICONDUCTOR MFG LTD26.1K shares7.18%2025-06-302025-08-13
CAML PROFESIONALLY MANAGED PORTFO155.3K shares14.74%2025-06-302025-08-13
IRM IRON MTN INC DEL55.0K shares85.90%2025-06-302025-08-13
DHR DANAHER CORPORATION28.5K shares3.52%2025-06-302025-08-13
DOW DOW INC212.1K shares10.36%2025-06-302025-08-13
PEP PEPSICO INC42.5K shares11.93%2025-06-302025-08-13
CMDY ISHARES U S ETF TR108.4K sharesnew addition2025-06-302025-08-13
QQQM INVESCO EXCH TRADED FD TR II24.0K shares14.48%2025-06-302025-08-13
USB US BANCORP DEL120.0K shares64.85%2025-06-302025-08-13
VMI VALMONT INDS INC16.5K shares17.26%2025-06-302025-08-13
COHR COHERENT CORP59.8K shares110.46%2025-06-302025-08-13
TT TRANE TECHNOLOGIES PLC12.2K shares194.10%2025-06-302025-08-13
KVUE KENVUE INC253.0K shares76.98%2025-06-302025-08-13
BIV VANGUARD BD INDEX FDS68.2K shares-1.88%2025-06-302025-08-13
SIRI SIRIUSXM HOLDINGS INC229.4K shares101.08%2025-06-302025-08-13
DE DEERE & CO10.3K shares19.89%2025-06-302025-08-13
VFH VANGUARD WORLD FD41.1K shares27.05%2025-06-302025-08-13
WHR WHIRLPOOL CORP50.8K shares85.03%2025-06-302025-08-13
IYK ISHARES TR72.9K shares1.12%2025-06-302025-08-13
LMT LOCKHEED MARTIN CORP11.1K shares-2.71%2025-06-302025-08-13
KNSL KINSALE CAP GROUP INC10.6K shares0.98%2025-06-302025-08-13
COIN COINBASE GLOBAL INC14.6K shares302.93%2025-06-302025-08-13
GVI ISHARES TR47.8K shares13.66%2025-06-302025-08-13
LKQ LKQ CORP137.8K shares17.22%2025-06-302025-08-13
GSLC GOLDMAN SACHS ETF TR41.7K shares353.93%2025-06-302025-08-13
SNA SNAP ON INC16.2K shares141.05%2025-06-302025-08-13
YETI YETI HLDGS INC160.1K shares1.63%2025-06-302025-08-13
VMBS VANGUARD SCOTTSDALE FDS108.1K shares1.57%2025-06-302025-08-13
PTC PTC INC28.8K shares3.65%2025-06-302025-08-13
MS MORGAN STANLEY35.1K shares19.00%2025-06-302025-08-13
SU SUNCOR ENERGY INC NEW131.9K shares89.59%2025-06-302025-08-13
BLK BLACKROCK INC4.7K shares59.52%2025-06-302025-08-13
IJS ISHARES TR49.1K shares709.59%2025-06-302025-08-13
AVT AVNET INC91.3K shares91.54%2025-06-302025-08-13
TRV TRAVELERS COMPANIES INC18.0K shares51.45%2025-06-302025-08-13
VDE VANGUARD WORLD FD40.2K shares-44.18%2025-06-302025-08-13
PGR PROGRESSIVE CORP17.9K shares63.71%2025-06-302025-08-13
DUOL DUOLINGO INC11.6K shares8.91%2025-06-302025-08-13
MDB MONGODB INC22.4K shares11.69%2025-06-302025-08-13
EMLC VANECK ETF TRUST184.0K shares163.45%2025-06-302025-08-13
DBND DOUBLELINE ETF TRUST100.6K shares2.97%2025-06-302025-08-13
GEV GE VERNOVA INC8.7K shares6.46%2025-06-302025-08-13
DLN WISDOMTREE TR56.3K shares-1.67%2025-06-302025-08-13
MRVL MARVELL TECHNOLOGY INC59.7K shares11.51%2025-06-302025-08-13
CG CARLYLE GROUP INC89.6K sharesnew addition2025-06-302025-08-13
FIVE FIVE BELOW INC35.0K sharesnew addition2025-06-302025-08-13
EA ELECTRONIC ARTS INC28.7K sharesnew addition2025-06-302025-08-13
POWI POWER INTEGRATIONS INC81.9K shares-4.49%2025-06-302025-08-13
MUB ISHARES TR43.6K shares-2.02%2025-06-302025-08-13
SCHW SCHWAB CHARLES CORP49.8K shares144.75%2025-06-302025-08-13
CB CHUBB LIMITED15.6K shares166.51%2025-06-302025-08-13
NVO NOVO-NORDISK A S64.9K shares-0.08%2025-06-302025-08-13
MEDP MEDPACE HLDGS INC14.3K shares1.60%2025-06-302025-08-13
CDW CDW CORP25.0K shares19.17%2025-06-302025-08-13
EFAV ISHARES TR53.2K shares-2.97%2025-06-302025-08-13
PYPL PAYPAL HLDGS INC59.8K shares66.86%2025-06-302025-08-13
RRC RANGE RES CORP109.1K shares4.29%2025-06-302025-08-13
MORN MORNINGSTAR INC14.0K shares5.90%2025-06-302025-08-13
SYY SYSCO CORP58.2K shares381.54%2025-06-302025-08-13
VOX VANGUARD WORLD FD25.7K shares71.90%2025-06-302025-08-13
COST COSTCO WHSL CORP NEW4.4K shares-92.98%2025-06-302025-08-13
JPEM J P MORGAN EXCHANGE TRADED F77.3K sharesnew addition2025-06-302025-08-13
TAN INVESCO EXCH TRADED FD TR II126.7K shares-1.34%2025-06-302025-08-13
MMM 3M CO28.5K shares21.17%2025-06-302025-08-13
PFF ISHARES TR140.0K shares-5.76%2025-06-302025-08-13
TXN TEXAS INSTRS INC20.5K shares12.97%2025-06-302025-08-13
EMR EMERSON ELEC CO31.8K shares739.56%2025-06-302025-08-13
AME AMETEK INC22.6K shares80.67%2025-06-302025-08-13
AMLP ALPS ETF TR83.5K shares-7.92%2025-06-302025-08-13
USRT ISHARES TR71.8K shares-9.02%2025-06-302025-08-13
JCI JOHNSON CTLS INTL PLC38.2K shares69.81%2025-06-302025-08-13
ADBE ADOBE INC10.4K shares6.05%2025-06-302025-08-13
INTU INTUIT5.1K shares24.73%2025-06-302025-08-13
JEPI J P MORGAN EXCHANGE TRADED F69.8K shares5.31%2025-06-302025-08-13
SDY SPDR SERIES TRUST28.5K shares-5.34%2025-06-302025-08-13
SCHP SCHWAB STRATEGIC TR143.8K shares32.44%2025-06-302025-08-13
VTEB VANGUARD MUN BD FDS77.8K shares-28.26%2025-06-302025-08-13
DCRE DOUBLELINE ETF TRUST73.3K shares60.73%2025-06-302025-08-13
PLTR PALANTIR TECHNOLOGIES INC27.9K shares26.27%2025-06-302025-08-13
HYBL SSGA ACTIVE TR132.8K shares10.59%2025-06-302025-08-13
ADSK AUTODESK INC12.3K shares1.75%2025-06-302025-08-13
VDC VANGUARD WORLD FD17.0K shares281.25%2025-06-302025-08-13
CP CANADIAN PACIFIC KANSAS CITY46.9K shares9.37%2025-06-302025-08-13
IBTF ISHARES TR158.5K sharesnew addition2025-06-302025-08-13
PFFV GLOBAL X FDS162.2K shares198.30%2025-06-302025-08-13
MGRC MCGRATH RENTCORP31.7K sharesnew addition2025-06-302025-08-13
DVN DEVON ENERGY CORP NEW115.4K shares101.74%2025-06-302025-08-13
AMT AMERICAN TOWER CORP NEW16.6K shares3.99%2025-06-302025-08-13
RECS COLUMBIA ETF TR I99.3K shares10.30%2025-06-302025-08-13
LECO LINCOLN ELEC HLDGS INC17.5K shares9.40%2025-06-302025-08-13
BX BLACKSTONE INC24.1K shares9.67%2025-06-302025-08-13
ITT ITT INC22.9K shares139.36%2025-06-302025-08-13
SYF SYNCHRONY FINANCIAL53.4K sharesnew addition2025-06-302025-08-13
HWKN HAWKINS INC24.9K sharesnew addition2025-06-302025-08-13
FDS FACTSET RESH SYS INC7.9K sharesnew addition2025-06-302025-08-13
SM SM ENERGY CO142.6K shares7.40%2025-06-302025-08-13
WHD CACTUS INC80.6K shares3.30%2025-06-302025-08-13
VOT VANGUARD INDEX FDS12.3K shares25.12%2025-06-302025-08-13
BBHY J P MORGAN EXCHANGE TRADED F74.0K sharesnew addition2025-06-302025-08-13
QUAL ISHARES TR18.7K shares60.12%2025-06-302025-08-13
AVY AVERY DENNISON CORP19.5K shares5.16%2025-06-302025-08-13
MET METLIFE INC42.3K shares58.66%2025-06-302025-08-13
AMP AMERIPRISE FINL INC6.3K shares7.73%2025-06-302025-08-13
DFAC DIMENSIONAL ETF TRUST93.9K shares4.66%2025-06-302025-08-13
MHO M/I HOMES INC29.7K shares84.11%2025-06-302025-08-13
APP APPLOVIN CORP9.6K shares63.66%2025-06-302025-08-13
CART MAPLEBEAR INC73.5K shares8.95%2025-06-302025-08-13
IWB ISHARES TR9.8K shares161.05%2025-06-302025-08-13
HCA HCA HEALTHCARE INC8.6K shares576.90%2025-06-302025-08-13
AON AON PLC9.2K shares61.42%2025-06-302025-08-13
LAUR LAUREATE EDUCATION INC140.5K sharesnew addition2025-06-302025-08-13
ANGL VANECK ETF TRUST112.1K shares-7.97%2025-06-302025-08-13
MGNR AMERICAN BEACON SELECT FUNDS98.1K shares87.45%2025-06-302025-08-13
GLNG GOLAR LNG LTD78.8K shares14.80%2025-06-302025-08-13
VGIT VANGUARD SCOTTSDALE FDS54.1K shares0.65%2025-06-302025-08-13
IWR ISHARES TR35.2K shares5.82%2025-06-302025-08-13
WAL WESTERN ALLIANCE BANCORP41.4K shares6.86%2025-06-302025-08-13
ICVT ISHARES TR35.7K shares0.51%2025-06-302025-08-13
SCHH SCHWAB STRATEGIC TR151.7K shares1.15%2025-06-302025-08-13
AMD ADVANCED MICRO DEVICES INC22.4K shares10.20%2025-06-302025-08-13
XLK SELECT SECTOR SPDR TR12.4K shares-98.76%2025-06-302025-08-13
APH AMPHENOL CORP NEW31.9K shares-1.03%2025-06-302025-08-13
VIS VANGUARD WORLD FD11.2K shares7.90%2025-06-302025-08-13
CAH CARDINAL HEALTH INC18.7K shares130.58%2025-06-302025-08-13
DOL WISDOMTREE TR52.4K shares-3.58%2025-06-302025-08-13
ITW ILLINOIS TOOL WKS INC12.6K shares-12.42%2025-06-302025-08-13
ENTG ENTEGRIS INC38.4K shares0.92%2025-06-302025-08-13
LEN LENNAR CORP28.0K shares64.76%2025-06-302025-08-13
CEG CONSTELLATION ENERGY CORP9.5K shares20.94%2025-06-302025-08-13
DUK DUKE ENERGY CORP NEW27.1K shares5.01%2025-06-302025-08-13
AIVL WISDOMTREE TR27.0K shares0.00%2025-06-302025-08-13
EQIX EQUINIX INC3.8K shares0.84%2025-06-302025-08-13
SHW SHERWIN WILLIAMS CO8.8K shares1.19%2025-06-302025-08-13
LRCX LAM RESEARCH CORP31.1K shares15.58%2025-06-302025-08-13
MINT PIMCO ETF TR29.8K shares-10.97%2025-06-302025-08-13
SRLN SSGA ACTIVE ETF TR71.5K shares-5.50%2025-06-302025-08-13
PAYX PAYCHEX INC20.3K shares10.57%2025-06-302025-08-13
POOL POOL CORP10.0K shares5.85%2025-06-302025-08-13
WFC WELLS FARGO CO NEW36.0K shares25.76%2025-06-302025-08-13
FITB FIFTH THIRD BANCORP70.1K shares18.13%2025-06-302025-08-13
BA BOEING CO13.6K shares-42.57%2025-06-302025-08-13
MMC MARSH & MCLENNAN COS INC12.9K shares4.43%2025-06-302025-08-13
FI FISERV INC16.3K shares18.82%2025-06-302025-08-13
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available