The Analysis of CX Institutional's Holdings
Currently, CX Institutional holds 1375 types of securities in its portfolio with a total value $3.3M. In the most recent quarter, they have increased their positions in IEFA (+897.3K shares, valued at $78.3K), SPTI (+2.7M shares, valued at $77.1K), RSPA (+1.0M shares, valued at $53.0K); decreased their positions in BIL (-785.7K shares, valued at $72.1K), AOA (-382.9K shares, valued at $33.8K), SHM (-652.9K shares, valued at $31.5K); initiated new positions in RSPA (+1.0M shares, valued at $53.0K), TILE (+335.0K shares, valued at $9.7K), TIGO (+175.7K shares, valued at $8.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SGOV iShares ETFs/USA1.4M shares-7.82%2025-09-302025-10-23
IEFA iShares ETFs/USA1.1M shares495.71%2025-09-302025-10-23 SPTI State Street ETF/USA2.7M shares13889.81%2025-09-302025-10-23 BNDX Vanguard ETF/USA1.3M shares13.06%2025-09-302025-10-23 IVE iShares ETFs/USA313.0K shares-4.75%2025-09-302025-10-23 VO Vanguard ETF/USA216.5K shares7.00%2025-09-302025-10-23 AAPL APPLE INC245.2K shares17.52%2025-09-302025-10-23 IVV iShares ETFs/USA91.7K shares0.49%2025-09-302025-10-23 MGK Vanguard ETF/USA150.7K shares-22.84%2025-09-302025-10-23 VB Vanguard ETF/USA237.9K shares13.00%2025-09-302025-10-23 SPMB State Street ETF/USA2.7M shares19.13%2025-09-302025-10-23 SPBO State Street ETF/USA2.0M shares19.48%2025-09-302025-10-23 IWF iShares ETFs/USA126.6K shares-19.56%2025-09-302025-10-23 IUSG iShares ETFs/USA357.6K shares-22.35%2025-09-302025-10-23 MSFT MICROSOFT CORP111.9K shares20.60%2025-09-302025-10-23 NVDA NVIDIA CORP296.5K shares7.75%2025-09-302025-10-23 SCHV Schwab Strategic Trust1.9M shares-10.30%2025-09-302025-10-23 RSPA Invesco ETFs/USA1.0M sharesnew addition2025-09-302025-10-23 SHM State Street ETF/USA1.0M shares-38.62%2025-09-302025-10-23 IWD iShares ETFs/USA241.5K shares-7.81%2025-09-302025-10-23 ITM VanEck ETFs/USA917.7K shares27.28%2025-09-302025-10-23 AMZN AMAZON.COM INC155.2K shares13.09%2025-09-302025-10-23 GOOGL ALPHABET INC-A140.0K shares-9.90%2025-09-302025-10-23 SHY iShares ETFs/USA399.5K shares13.32%2025-09-302025-10-23 JAAA Janus Detroit Street Trust643.2K shares6.13%2025-09-302025-10-23 SPYG State Street ETF/USA271.0K shares-21.63%2025-09-302025-10-23 TSLA TESLA INC62.0K shares-14.88%2025-09-302025-10-23 VTEB Vanguard ETF/USA542.0K shares89.80%2025-09-302025-10-23 META META PLATFORMS-A34.6K shares-16.17%2025-09-302025-10-23 MUB iShares ETFs/USA235.0K shares70.51%2025-09-302025-10-23 AVGO BROADCOM INC73.8K shares-26.81%2025-09-302025-10-23 LLY ELI LILLY & CO30.9K shares6.70%2025-09-302025-10-23 V VISA INC-CLASS A65.3K shares4.69%2025-09-302025-10-23 SPY State Street ETF/USA31.0K shares6.03%2025-09-302025-10-23 TAXF American Century ETF Trust393.7K shares34.82%2025-09-302025-10-23 ABBV ABBVIE INC85.4K shares28.20%2025-09-302025-10-23 SPYV State Street ETF/USA320.7K shares5.26%2025-09-302025-10-23 QEFA State Street ETF/USA201.1K shares43.61%2025-09-302025-10-23 XLK State Street ETF/USA60.9K shares-11.43%2025-09-302025-10-23 FTC First Trust ETFs/USA105.0K shares-8.65%2025-09-302025-10-23 RSP Invesco ETFs/USA87.4K shares0.58%2025-09-302025-10-23 VV Vanguard ETF/USA52.3K shares-14.82%2025-09-302025-10-23 AGG iShares ETFs/USA157.5K shares205.41%2025-09-302025-10-23 VTV Vanguard ETF/USA83.9K shares-22.39%2025-09-302025-10-23 UNP UNION PAC CORP65.8K shares36.98%2025-09-302025-10-23 HD HOME DEPOT INC37.3K shares56.22%2025-09-302025-10-23 VTI Vanguard ETF/USA43.4K shares98.10%2025-09-302025-10-23 SCHW SCHWAB (CHARLES)147.4K shares11.15%2025-09-302025-10-23 XOM EXXON MOBIL CORP124.3K shares10.28%2025-09-302025-10-23 JPM JPMORGAN CHASE42.8K shares65.79%2025-09-302025-10-23 IVW iShares ETFs/USA109.6K shares-11.36%2025-09-302025-10-23 ADP AUTOMATIC DATA44.1K shares63.88%2025-09-302025-10-23 JNJ JOHNSON&JOHNSON69.3K shares8.06%2025-09-302025-10-23 CAT CATERPILLAR INC26.0K shares-22.29%2025-09-302025-10-23 MA MASTERCARD INC-A21.3K shares104.74%2025-09-302025-10-23 PEP PEPSICO INC84.6K shares23.90%2025-09-302025-10-23 PAVE Global X ETFs/USA249.3K shares2.24%2025-09-302025-10-23 AMGN AMGEN INC41.0K shares9.61%2025-09-302025-10-23 AXP AMERICAN EXPRESS34.3K shares108.47%2025-09-302025-10-23 COST COSTCO WHOLESALE12.2K shares73.22%2025-09-302025-10-23 PG PROCTER & GAMBLE71.5K shares5.29%2025-09-302025-10-23 SHOO STEVEN MADDEN324.2K shares912.74%2025-09-302025-10-23 NFRA FlexShares ETFs/USA171.0K shares5.41%2025-09-302025-10-23 MCK MCKESSON CORP13.6K shares189.13%2025-09-302025-10-23 MCD MCDONALDS CORP34.5K shares172.39%2025-09-302025-10-23 IJH iShares ETFs/USA160.2K shares3.41%2025-09-302025-10-23 BRK.B BERKSHIRE HATH-B20.8K shares2.38%2025-09-302025-10-23 VBK Vanguard ETF/USA34.7K shares-0.46%2025-09-302025-10-23 SDY State Street ETF/USA73.5K shares5.77%2025-09-302025-10-23 CRM SALESFORCE INC43.2K shares78.02%2025-09-302025-10-23 RTX RTX CORP60.9K shares-3.53%2025-09-302025-10-23 VBR Vanguard ETF/USA48.6K shares1.06%2025-09-302025-10-23 CVX CHEVRON CORP64.0K shares21.82%2025-09-302025-10-23 CSCO CISCO SYSTEMS144.3K shares11.03%2025-09-302025-10-23 ADBE ADOBE INC27.9K shares72.86%2025-09-302025-10-23 TILE INTERFACE INC335.0K sharesnew addition2025-09-302025-10-23 DON WisdomTree ETFs/USA182.9K shares11.85%2025-09-302025-10-23 QQEW First Trust ETFs/USA67.8K shares-27.90%2025-09-302025-10-23 HEFA iShares ETFs/USA233.3K shares511.49%2025-09-302025-10-23 GOOG ALPHABET INC-C37.4K shares2.64%2025-09-302025-10-23 LMT LOCKHEED MARTIN18.3K shares17.60%2025-09-302025-10-23 TJX TJX COS INC62.9K shares227.83%2025-09-302025-10-23 CB CHUBB LTD31.9K shares53.50%2025-09-302025-10-23 SCHF Schwab Strategic Trust384.3K shares0.02%2025-09-302025-10-23 DLN WisdomTree ETFs/USA102.6K shares-2.39%2025-09-302025-10-23 HCA HCA HEALTHCARE I20.9K shares5.31%2025-09-302025-10-23 CVS CVS HEALTH CORP117.0K shares7.45%2025-09-302025-10-23 VOT Vanguard ETF/USA29.6K shares-1.07%2025-09-302025-10-23 TIGO MILLICOM INTL175.7K sharesnew addition2025-09-302025-10-23 MO ALTRIA GROUP INC128.9K shares10.57%2025-09-302025-10-23 AOA iShares ETFs/USA93.9K shares-80.31%2025-09-302025-10-23 TMUS T-MOBILE US INC34.5K shares10.72%2025-09-302025-10-23 TDW TIDEWATER INC154.5K shares-8.10%2025-09-302025-10-23 GILD GILEAD SCIENCES73.9K shares4.85%2025-09-302025-10-23 IJR iShares ETFs/USA69.0K shares6.94%2025-09-302025-10-23 TMO THERMO FISHER16.8K shares4.30%2025-09-302025-10-23 MRK MERCK & CO96.8K shares-9.81%2025-09-302025-10-23 VOE Vanguard ETF/USA46.5K shares2.84%2025-09-302025-10-23 ENVA ENOVA INTERNATIO70.4K shares4.17%2025-09-302025-10-23 JAZZ JAZZ PHARMACEUTI61.2K shares42.65%2025-09-302025-10-23 REYN REYNOLDS CONSUME326.7K shares23.82%2025-09-302025-10-23 HCI HCI GROUP INC41.6K sharesnew addition2025-09-302025-10-23 COP CONOCOPHILLIPS83.6K shares7.23%2025-09-302025-10-23 MET METLIFE INC96.0K shares30.24%2025-09-302025-10-23 MMC MARSH & MCLENNAN39.1K shares10.05%2025-09-302025-10-23 FI FISERV INC59.2K shares25.39%2025-09-302025-10-23 WMT WALMART INC72.8K shares-0.82%2025-09-302025-10-23 BMY BRISTOL-MYER SQB165.7K shares9.20%2025-09-302025-10-23 IDV iShares ETFs/USA203.6K shares-4.87%2025-09-302025-10-23 HON HONEYWELL INTL34.0K shares-20.75%2025-09-302025-10-23 AMAT APPLIED MATERIAL34.8K shares-9.08%2025-09-302025-10-23 GWX State Street ETF/USA177.4K shares0.00%2025-09-302025-10-23 COR CENCORA INC22.8K shares111.89%2025-09-302025-10-23 SPGI S&P GLOBAL INC14.5K shares21.50%2025-09-302025-10-23 MDT MEDTRONIC PLC70.8K shares3.15%2025-09-302025-10-23 TRV TRAVELERS COS IN24.1K shares16.04%2025-09-302025-10-23 LOW LOWE'S COS INC26.7K shares3.54%2025-09-302025-10-23 XLC State Street ETF/USA56.6K shares-16.22%2025-09-302025-10-23 VUG Vanguard ETF/USA13.9K shares-6.68%2025-09-302025-10-23 SPEM State Street ETF/USA140.9K shares-5.23%2025-09-302025-10-23 G GENPACT LTD157.1K shares108986.11%2025-09-302025-10-23 FTEC Fidelity Covington Trust29.4K shares-10.89%2025-09-302025-10-23 EEFT EURONET WORLDWID74.2K shares17.84%2025-09-302025-10-23 CALM CAL-MAINE FOODS68.9K sharesnew addition2025-09-302025-10-23 IGF iShares ETFs/USA104.8K shares6.01%2025-09-302025-10-23 HRMY HARMONY BIOSCIE230.4K shares10.90%2025-09-302025-10-23 SCHG Schwab Strategic Trust196.5K shares3.62%2025-09-302025-10-23 MAT MATTEL INC372.0K sharesnew addition2025-09-302025-10-23 WRLD WORLD ACCEPTANCE37.0K sharesnew addition2025-09-302025-10-23 CI THE CIGNA GROUP21.2K shares8.23%2025-09-302025-10-23 INTU INTUIT INC8.9K shares-5.91%2025-09-302025-10-23 CL COLGATE-PALMOLIV76.3K shares22.75%2025-09-302025-10-23 DE DEERE & CO13.2K shares5.87%2025-09-302025-10-23 GAP GAP INC/THE283.0K sharesnew addition2025-09-302025-10-23 NKE NIKE INC -CL B86.2K shares1116.38%2025-09-302025-10-23 UPS UNITED PARCEL-B71.7K shares19.10%2025-09-302025-10-23 ELV ELEVANCE HEALTH18.4K shares1452.49%2025-09-302025-10-23 MLN VanEck ETFs/USA334.7K shares-6.91%2025-09-302025-10-23 SCHE Schwab Strategic Trust174.1K shares0.00%2025-09-302025-10-23 FBIN FORTUNE BRANDS I108.3K shares22269.63%2025-09-302025-10-23 CMCSA COMCAST CORP-A182.2K shares6.08%2025-09-302025-10-23 ACN ACCENTURE PLC-A22.4K shares12.54%2025-09-302025-10-23 NSIT INSIGHT ENTERPRI46.0K sharesnew addition2025-09-302025-10-23 VYM Vanguard ETF/USA34.8K shares4.01%2025-09-302025-10-23 SDVY First Trust ETFs/USA128.4K shares-0.31%2025-09-302025-10-23 CROX CROCS INC58.3K sharesnew addition2025-09-302025-10-23 GD GENERAL DYNAMICS14.2K shares-1.23%2025-09-302025-10-23 GII State Street ETF/USA68.2K shares1.01%2025-09-302025-10-23 HYMB State Street ETF/USA189.2K shares-0.01%2025-09-302025-10-23 SMMD iShares ETFs/USA63.5K shares2.21%2025-09-302025-10-23 ORCL ORACLE CORP16.1K shares-4.73%2025-09-302025-10-23 XLY State Street ETF/USA18.8K shares212.25%2025-09-302025-10-23 SYK STRYKER CORP12.0K shares195.10%2025-09-302025-10-23 NUE NUCOR CORP32.9K shares9.99%2025-09-302025-10-23 LRCX LAM RESEARCH31.7K shares-6.69%2025-09-302025-10-23 OKE ONEOK INC56.4K shares0.22%2025-09-302025-10-23 XLP State Street ETF/USA52.2K shares245.87%2025-09-302025-10-23 ABT ABBOTT LABS29.3K shares17.26%2025-09-302025-10-23 WM WASTE MANAGEMENT16.2K shares-2.79%2025-09-302025-10-23 USMV iShares ETFs/USA36.2K shares1.80%2025-09-302025-10-23 MDLZ MONDELEZ INTER-A54.8K shares-56.83%2025-09-302025-10-23 IBM IBM12.1K shares74.00%2025-09-302025-10-23 AON AON PLC-CLASS A9.5K shares1.17%2025-09-302025-10-23 PH PARKER HANNIFIN4.4K shares39.55%2025-09-302025-10-23 FDIS Fidelity Covington Trust32.3K shares-6.68%2025-09-302025-10-23 KLAC KLA CORP3.1K shares41.97%2025-09-302025-10-23 GS GOLDMAN SACHS GP4.1K shares-7.45%2025-09-302025-10-23 KO COCA-COLA CO/THE49.5K shares31.30%2025-09-302025-10-23 IYJ iShares ETFs/USA22.3K shares-7.83%2025-09-302025-10-23 TFI State Street ETF/USA71.3K shares133.92%2025-09-302025-10-23 NFLX NETFLIX INC2.7K shares4.07%2025-09-302025-10-23 T AT&T INC109.5K shares13.02%2025-09-302025-10-23 AMD ADV MICRO DEVICE18.7K shares12.19%2025-09-302025-10-23 XLI State Street ETF/USA19.7K shares2.72%2025-09-302025-10-23 COOP MR COOPER GROUP14.2K shares-11.09%2025-09-302025-10-23 XLF State Street ETF/USA54.9K shares-7.60%2025-09-302025-10-23 GE GENERAL ELECTRIC9.6K shares15.10%2025-09-302025-10-23 JPST JP Morgan ETFs/USA56.3K shares82.92%2025-09-302025-10-23 BKNG BOOKING HOLDINGS515 shares0.00%2025-09-302025-10-23 KR KROGER CO39.9K shares0.02%2025-09-302025-10-23 EFA iShares ETFs/USA28.5K shares23.97%2025-09-302025-10-23 FHLC Fidelity Covington Trust38.7K shares31.09%2025-09-302025-10-23 NULV Nushares ETF Trust58.7K shares-0.42%2025-09-302025-10-23 UNH UNITEDHEALTH GRP7.2K shares-64.67%2025-09-302025-10-23 XPH State Street ETF/USA51.3K shares20658.70%2025-09-302025-10-23 SYY SYSCO CORP29.7K shares2.41%2025-09-302025-10-23 SCHB Schwab Strategic Trust94.7K shares5.45%2025-09-302025-10-23 IYF iShares ETFs/USA19.2K shares-12.49%2025-09-302025-10-23 SO SOUTHERN CO25.3K shares201.66%2025-09-302025-10-23 EMR EMERSON ELEC CO18.2K shares8.22%2025-09-302025-10-23 VT Vanguard ETF/USA16.9K shares1.77%2025-09-302025-10-23 IJK iShares ETFs/USA24.3K shares4.13%2025-09-302025-10-23 XLU State Street ETF/USA26.7K shares-22.75%2025-09-302025-10-23 CMI CUMMINS INC5.4K shares173.96%2025-09-302025-10-23 MEDP MEDPACE HOLDINGS4.4K shares0.00%2025-09-302025-10-23 VDE Vanguard ETF/USA17.9K shares-5.55%2025-09-302025-10-23 MDYV State Street ETF/USA26.8K shares2.81%2025-09-302025-10-23 LIN LINDE PLC4.7K shares66.86%2025-09-302025-10-23 XLB State Street ETF/USA24.8K shares-37.27%2025-09-302025-10-23 ITW ILLINOIS TOOL WO8.5K shares276.24%2025-09-302025-10-23 QCOM QUALCOMM INC13.3K shares-68.51%2025-09-302025-10-23 GLW CORNING INC26.8K shares57.68%2025-09-302025-10-23 SNX TD SYNNEX CORP13.2K shares-14.22%2025-09-302025-10-23 BLOK Amplify Investments LLC/ETF32.1K shares-0.99%2025-09-302025-10-23 MPC MARATHON PETROLE11.1K shares-6.76%2025-09-302025-10-23 SCHM Schwab Strategic Trust71.8K shares-40.98%2025-09-302025-10-23 PFGC PERFORMANCE FOOD20.0K shares-9.98%2025-09-302025-10-23 EAGG iShares ETFs/USA40.5K shares2.67%2025-09-302025-10-23 NEE NEXTERA ENERGY25.7K shares102.36%2025-09-302025-10-23 BRO BROWN & BROWN20.4K shares1.32%2025-09-302025-10-23 BAC BANK OF AMERICA35.6K shares4.34%2025-09-302025-10-23 HII HUNTINGTON INGAL6.4K shares-10.49%2025-09-302025-10-23 LHX L3HARRIS TECHNOL6.0K shares671.71%2025-09-302025-10-23 QQQ Invesco ETFs/USA3.0K shares44.73%2025-09-302025-10-23 PYPL PAYPAL HOLDINGS26.6K shares5.00%2025-09-302025-10-23 JCI JOHNSON CONTROLS16.2K shares-11.19%2025-09-302025-10-23 TBIL RBB ETFs/F/m Investments35.5K shares-33.56%2025-09-302025-10-23 APH AMPHENOL CORP-A14.3K shares76.07%2025-09-302025-10-23 AEP AMERICAN ELECTRI15.5K shares150.62%2025-09-302025-10-23 DSI iShares ETFs/USA13.7K shares-4.99%2025-09-302025-10-23 XLRE State Street ETF/USA40.7K shares-27.76%2025-09-302025-10-23 WFC WELLS FARGO & CO20.4K shares-0.51%2025-09-302025-10-23 CACI CACI INTL-A3.4K shares-74.67%2025-09-302025-10-23 NULG Nushares ETF Trust17.1K shares-9.64%2025-09-302025-10-23 IWM iShares ETFs/USA7.0K shares12.12%2025-09-302025-10-23 AMPH AMPHASTAR PHARMA63.3K shares-75.95%2025-09-302025-10-23 NSC NORFOLK SOUTHERN5.6K shares225.58%2025-09-302025-10-23 AMT AMERICAN TOWER CORP8.8K shares279.02%2025-09-302025-10-23 IYW iShares ETFs/USA8.6K shares-9.06%2025-09-302025-10-23 VZ VERIZON COMMUNIC38.1K shares50.54%2025-09-302025-10-23 SCHX Schwab Strategic Trust63.4K shares2.21%2025-09-302025-10-23 STLD STEEL DYNAMICS11.9K shares0.30%2025-09-302025-10-23 PM PHILIP MORRIS IN10.1K shares18.41%2025-09-302025-10-23 DEM WisdomTree ETFs/USA35.4K shares6.64%2025-09-302025-10-23 NXST NEXSTAR MEDIA8.2K shares-3.42%2025-09-302025-10-23 GEN GEN DIGITAL INC56.0K shares0.86%2025-09-302025-10-23 BA BOEING CO/THE7.3K shares26.32%2025-09-302025-10-23 EOG EOG RESOURCES13.8K shares13.08%2025-09-302025-10-23 VEA Vanguard ETF/USA25.7K shares8.51%2025-09-302025-10-23 BRK.A BERKSHIRE HATH-A2 shares0.00%2025-09-302025-10-23 DRI DARDEN RESTAURAN7.9K shares0.10%2025-09-302025-10-23 DGX QUEST DIAGNOSTIC7.9K shares-11.03%2025-09-302025-10-23 C CITIGROUP INC14.8K shares-3.33%2025-09-302025-10-23 UBER UBER TECHNOLOGIE14.9K shares10.30%2025-09-302025-10-23 BIL State Street ETF/USA15.8K shares-98.03%2025-09-302025-10-23 ATO ATMOS ENERGY8.4K shares-2.64%2025-09-302025-10-23 VMC VULCAN MATERIALS4.6K shares6.08%2025-09-302025-10-23 FDX FEDEX CORP6.0K shares63.57%2025-09-302025-10-23 SLVM SYLVAMO CORP31.6K shares8.03%2025-09-302025-10-23 VOO Vanguard ETF/USA2.2K shares23.42%2025-09-302025-10-23 GLD State Street ETF/USA3.9K shares48.67%2025-09-302025-10-23 MU MICRON TECH8.1K shares4.54%2025-09-302025-10-23 FCOM Fidelity Covington Trust18.9K shares-4.76%2025-09-302025-10-23 FXH First Trust ETFs/USA12.2K shares20.60%2025-09-302025-10-23 REZ iShares ETFs/USA15.7K shares95.98%2025-09-302025-10-23 GLDM State Street ETF/USA17.4K shares0.00%2025-09-302025-10-23 MS MORGAN STANLEY8.4K shares6.61%2025-09-302025-10-23 NVS NOVARTIS AG-ADR10.3K shares-0.67%2025-09-302025-10-23 GEV GE VERNOVA INC2.1K shares10.82%2025-09-302025-10-23 PGR PROGRESSIVE CORP5.3K shares1.34%2025-09-302025-10-23 EFX EQUIFAX INC5.1K shares1.64%2025-09-302025-10-23 OEF iShares ETFs/USA3.9K shares4058.06%2025-09-302025-10-23 FXL First Trust ETFs/USA7.6K shares575.55%2025-09-302025-10-23 DD DUPONT DE NEMOUR16.4K shares242.99%2025-09-302025-10-23 DIS WALT DISNEY CO/T11.2K shares16.05%2025-09-302025-10-23 BE BLOOM ENERGY C-A15.0K shares0.00%2025-09-302025-10-23 ADI ANALOG DEVICES5.1K shares-0.76%2025-09-302025-10-23 XBI State Street ETF/USA12.2K shares0.03%2025-09-302025-10-23 SPSM State Street ETF/USA26.3K shares368.79%2025-09-302025-10-23 HWM HOWMET AEROSPACE6.2K shares102.26%2025-09-302025-10-23 FNF FIDELITY NATIONA19.8K shares1.67%2025-09-302025-10-23 VHT Vanguard ETF/USA4.6K shares21.19%2025-09-302025-10-23 NOW SERVICENOW INC1.3K shares9.74%2025-09-302025-10-23 SRLN State Street ETF/USA28.2K sharesnew addition2025-09-302025-10-23 RBA RB GLOBAL INC10.8K shares-5.14%2025-09-302025-10-23 DFAS Dimensional ETF Trust17.1K shares-11.26%2025-09-302025-10-23 USB US BANCORP24.2K shares0.72%2025-09-302025-10-23 VPU Vanguard ETF/USA6.1K shares28.95%2025-09-302025-10-23 ALL ALLSTATE CORP5.4K shares-82.23%2025-09-302025-10-23 IRM IRON MOUNTAIN INC11.2K shares544.47%2025-09-302025-10-23 VWO Vanguard ETF/USA21.2K shares20.22%2025-09-302025-10-23 CBOE CBOE GLOBAL MARK4.6K shares-13.70%2025-09-302025-10-23 PANW PALO ALTO NETWOR5.6K shares175.97%2025-09-302025-10-23 SPGM State Street ETF/USA15.1K shares-2.11%2025-09-302025-10-23 ANET ARISTA NETWORKS7.7K shares0.52%2025-09-302025-10-23 SHW SHERWIN-WILLIAMS3.2K shares-3.02%2025-09-302025-10-23 SUB iShares ETFs/USA10.5K shares19.72%2025-09-302025-10-23 VOX Vanguard ETF/USA6.0K shares-20.12%2025-09-302025-10-23 SBUX STARBUCKS CORP13.1K shares58.47%2025-09-302025-10-23 IEMG iShares ETFs/USA16.8K shares-1.25%2025-09-302025-10-23 STT STATE ST CORP9.6K shares24.55%2025-09-302025-10-23 LVHD Legg Mason ETF Investment Trus26.6K shares0.00%2025-09-302025-10-23 F FORD MOTOR CO90.3K shares70.94%2025-09-302025-10-23 DG DOLLAR GENERAL C10.4K shares-1.32%2025-09-302025-10-23 GWW WW GRAINGER INC1.1K shares9.39%2025-09-302025-10-23 J JACOBS SOLUTIONS7.1K shares-9.89%2025-09-302025-10-23 MCHP MICROCHIP TECH16.3K shares141.28%2025-09-302025-10-23 DUK DUKE ENERGY CORP8.5K shares21.59%2025-09-302025-10-23 MAR MARRIOTT INTL-A4.0K shares117.42%2025-09-302025-10-23 BK BANK NY MELLON9.3K shares0.96%2025-09-302025-10-23 AZO AUTOZONE INC233 shares-3.32%2025-09-302025-10-23 ETN EATON CORP PLC2.7K shares0.45%2025-09-302025-10-23 IDRV iShares ETFs/USA27.0K shares-10.15%2025-09-302025-10-23 DOV DOVER CORP5.9K shares0.67%2025-09-302025-10-23 ISRG INTUITIVE SURGIC2.2K shares11.86%2025-09-302025-10-23 CWB State Street ETF/USA10.6K sharesnew addition2025-09-302025-10-23 SNPS SYNOPSYS INC1.9K shares4.14%2025-09-302025-10-23 ROP ROPER TECHNOLOGI1.9K shares-13.84%2025-09-302025-10-23 FAST FASTENAL CO18.9K shares97.01%2025-09-302025-10-23 FVD First Trust ETFs/USA19.9K shares4811.33%2025-09-302025-10-23 BYD BOYD GAMING CORP10.7K shares-17.04%2025-09-302025-10-23 VMI VALMONT INDS2.4K shares-19.75%2025-09-302025-10-23 TRGP TARGA RESOURCES5.5K shares258.15%2025-09-302025-10-23 COF CAPITAL ONE FINA4.3K shares-86.31%2025-09-302025-10-23 PFE PFIZER INC35.9K shares-23.73%2025-09-302025-10-23 TLN TALEN ENERGY COR2.1K shares0.00%2025-09-302025-10-23 BITO ProShares ETFs/USA45.7K shares43.21%2025-09-302025-10-23 URTH iShares ETFs/USA4.9K shares-2.94%2025-09-302025-10-23 BSX BOSTON SCIENTIFC9.1K shares2.47%2025-09-302025-10-23 SUSB iShares ETFs/USA34.8K shares2.36%2025-09-302025-10-23 NOC NORTHROP GRUMMAN1.4K shares43.34%2025-09-302025-10-23 DIVI Franklin LibertyShares ETFs/US23.4K shares0.50%2025-09-302025-10-23 PRU PRUDENTL FINL8.4K shares126.50%2025-09-302025-10-23 VIG Vanguard ETF/USA4.0K shares266.82%2025-09-302025-10-23 CSX CSX CORP24.0K shares24.29%2025-09-302025-10-23 SCI SERVICE CORP INT10.2K shares-14.75%2025-09-302025-10-23 BLK BLACKROCK INC721 shares-87.08%2025-09-302025-10-23 KMB KIMBERLY-CLARK6.7K shares6.21%2025-09-302025-10-23 VLO VALERO ENERGY4.9K shares44.70%2025-09-302025-10-23 KMI KINDER MORGAN IN29.0K shares71.89%2025-09-302025-10-23 ITOT iShares ETFs/USA5.6K shares38.73%2025-09-302025-10-23 RCL ROYAL CARIBBEAN2.5K shares2.85%2025-09-302025-10-23 NOV NOV INC60.7K shares3.66%2025-09-302025-10-23 TPR TAPESTRY INC7.1K shares-2.36%2025-09-302025-10-23 GBCI GLACIER BANCORP16.3K shares0.00%2025-09-302025-10-23 ARTY iShares ETFs/USA17.2K shares1.54%2025-09-302025-10-23 CIBR First Trust ETFs/USA10.3K shares-9.21%2025-09-302025-10-23 PZA Invesco ETFs/USA33.8K shares-17.49%2025-09-302025-10-23 FXO First Trust ETFs/USA13.1K shares186.56%2025-09-302025-10-23 CARR CARRIER GLOB12.9K shares59.55%2025-09-302025-10-23 DOX AMDOCS LTD9.3K shares0.86%2025-09-302025-10-23 TXN TEXAS INSTRUMENT4.1K shares-3.82%2025-09-302025-10-23 INTC INTEL CORP22.4K shares8.02%2025-09-302025-10-23 TEL TE CONNECTIVITY3.4K shares-1.93%2025-09-302025-10-23 CTVA CORTEVA INC11.1K shares79.32%2025-09-302025-10-23 MMM 3M CO4.8K shares32.29%2025-09-302025-10-23 EWJ iShares ETFs/USA9.3K shares-6.23%2025-09-302025-10-23 TT TRANE TECHNOLOGI1.7K shares15.45%2025-09-302025-10-23 GNR State Street ETF/USA12.4K shares30078.05%2025-09-302025-10-23 HLT HILTON WORLDWIDE2.8K shares40.41%2025-09-302025-10-23 RSG REPUBLIC SVCS3.1K shares34.08%2025-09-302025-10-23 VRTX VERTEX PHARM1.8K shares2.96%2025-09-302025-10-23 CEG CONSTELLATION EN2.1K shares-1.11%2025-09-302025-10-23 TDIV First Trust ETFs/USA7.1K sharesnew addition2025-09-302025-10-23 ICE INTERCONT EXCH I4.1K shares0.10%2025-09-302025-10-23 NUDM Nushares ETF Trust18.4K shares-1.52%2025-09-302025-10-23 QTEC First Trust ETFs/USA3.0K sharesnew addition2025-09-302025-10-23 XYL XYLEM INC4.7K shares120.08%2025-09-302025-10-23 PPL PPL CORP18.5K shares178.96%2025-09-302025-10-23 WDC WESTERN DIGITAL5.7K shares0.79%2025-09-302025-10-23 DTE DTE ENERGY CO4.8K shares189.10%2025-09-302025-10-23 ORLY O'REILLY AUTOMOT6.3K shares69.17%2025-09-302025-10-23 CRL CHARLES RIVER LA4.3K shares-0.62%2025-09-302025-10-23 DHI DR HORTON INC4.0K shares-1.24%2025-09-302025-10-23 WH WYNDHAM HOTELS &8.4K shares-14.50%2025-09-302025-10-23 CME CME GROUP INC2.5K shares-13.55%2025-09-302025-10-23 FANG DIAMONDBACK ENER4.7K shares9.37%2025-09-302025-10-23 JBL JABIL INC3.0K shares57.00%2025-09-302025-10-23 AWK AMERICAN WATER W4.7K shares215.12%2025-09-302025-10-23 BX BLACKSTONE INC3.8K shares-0.26%2025-09-302025-10-23 RVTY REVVITY INC7.4K shares-13.50%2025-09-302025-10-23 MDY State Street ETF/USA1.1K shares66.82%2025-09-302025-10-23 CDNS CADENCE DESIGN1.8K shares4.89%2025-09-302025-10-23 WBD WARNER BROS DISC32.8K shares-2.10%2025-09-302025-10-23 D DOMINION ENERGY10.5K shares78.01%2025-09-302025-10-23 GPC GENUINE PARTS CO4.6K shares31.60%2025-09-302025-10-23 FTNT FORTINET INC7.4K shares-0.51%2025-09-302025-10-23 WSM WILLIAMS-SONOMA3.2K sharesnew addition2025-09-302025-10-23 PAYX PAYCHEX INC4.9K shares73.65%2025-09-302025-10-23 GM GENERAL MOTORS C10.2K shares-1.64%2025-09-302025-10-23 XT iShares ETFs/USA8.5K shares-13.92%2025-09-302025-10-23 NXPI NXP SEMICONDUCTO2.7K shares-0.99%2025-09-302025-10-23 WMB WILLIAMS COS INC9.6K shares0.03%2025-09-302025-10-23 FCT First Trust/Closed-End Funds/U60.4K sharesnew addition2025-09-302025-10-23 PSA PUBLIC STORAGE2.1K shares41.87%2025-09-302025-10-23 O REALTY INCOME CORP9.9K shares113.31%2025-09-302025-10-23 MSI MOTOROLA SOLUTIO1.3K shares2.02%2025-09-302025-10-23 NUSC Nushares ETF Trust13.6K shares24.73%2025-09-302025-10-23 DRIV Global X ETFs/USA21.2K shares-16.05%2025-09-302025-10-23 OMC OMNICOM GROUP7.3K shares330.24%2025-09-302025-10-23 FICO FAIR ISAAC CORP397 shares12.15%2025-09-302025-10-23 PLTR PALANTIR TECHN-A3.2K shares25.67%2025-09-302025-10-23 TRMB TRIMBLE INC7.1K shares1.33%2025-09-302025-10-23 AFL AFLAC INC5.2K shares22.59%2025-09-302025-10-23 WELL WELLTOWER INC3.3K shares-0.85%2025-09-302025-10-23 MCO MOODY'S CORP1.2K shares-1.13%2025-09-302025-10-23 HSY HERSHEY CO/THE3.1K shares5.36%2025-09-302025-10-23 PNC PNC FINANCIAL SE2.9K shares0.66%2025-09-302025-10-23 WTRG ESSENTIAL UTILIT14.5K shares1261.77%2025-09-302025-10-23 KRE State Street ETF/USA9.1K shares-4.30%2025-09-302025-10-23 VNOM VIPER ENERGY INC15.1K shares154.15%2025-09-302025-10-23 URI UNITED RENTALS601 shares2.74%2025-09-302025-10-23 PFF iShares ETFs/USA18.1K sharesnew addition2025-09-302025-10-23 SWKS SKYWORKS SOLUTIO7.4K shares109.91%2025-09-302025-10-23 PSX PHILLIPS 664.2K shares37.58%2025-09-302025-10-23 ECL ECOLAB INC2.1K shares0.87%2025-09-302025-10-23 XEL XCEL ENERGY INC7.0K shares3.08%2025-09-302025-10-23 TFC TRUIST FINANCIAL12.3K shares29.72%2025-09-302025-10-23 DPZ DOMINO'S PIZZA1.3K shares240.05%2025-09-302025-10-23 FCX FREEPORT-MCMORAN14.2K shares49.73%2025-09-302025-10-23 NEM NEWMONT CORP6.6K shares-0.56%2025-09-302025-10-23 PID Invesco ETFs/USA26.1K sharesnew addition2025-09-302025-10-23 AJG ARTHUR J GALLAGH1.8K shares2.06%2025-09-302025-10-23 BBY BEST BUY CO INC7.3K shares7.53%2025-09-302025-10-23 GRAB GRAB HOLDINGS LT90.0K shares0.00%2025-09-302025-10-23 EA ELECTRONIC ARTS2.7K shares1.14%2025-09-302025-10-23 PPG PPG INDS INC5.1K shares213.57%2025-09-302025-10-23 CPRT COPART INC11.8K shares3.50%2025-09-302025-10-23 OTIS OTIS WORLDWI5.8K shares33.08%2025-09-302025-10-23 LYV LIVE NATION ENTE3.2K shares1.16%2025-09-302025-10-23 SAP SAP SE-SPONS ADR2.0K shares1.98%2025-09-302025-10-23 SPLV Invesco ETFs/USA7.1K shares167.48%2025-09-302025-10-23 DES WisdomTree ETFs/USA15.5K sharesnew addition2025-09-302025-10-23 WPC WP CAREY INC7.7K sharesnew addition2025-09-302025-10-23 BG BUNGE GLOBAL SA6.4K shares18.29%2025-09-302025-10-23 EWG iShares ETFs/USA12.4K shares-7.04%2025-09-302025-10-23 STX SEAGATE TECHNOLO2.2K shares-1.31%2025-09-302025-10-23 FSLR FIRST SOLAR INC2.3K shares8.26%2025-09-302025-10-23 MAS MASCO CORP7.3K shares37.26%2025-09-302025-10-23 APD AIR PRODS & CHEM1.9K shares10.61%2025-09-302025-10-23 MLM MARTIN MAR MTLS811 shares68.26%2025-09-302025-10-23 AOR iShares ETFs/USA7.9K shares0.00%2025-09-302025-10-23 OXY OCCIDENTAL PETE10.7K shares21.93%2025-09-302025-10-23 AIG AMERICAN INTERNA6.4K shares0.36%2025-09-302025-10-23 FLGB Franklin LibertyShares ETFs/US15.5K shares-6.74%2025-09-302025-10-23 DAL DELTA AIR LI8.7K shares12.80%2025-09-302025-10-23 PLD PROLOGIS INC4.3K shares2.47%2025-09-302025-10-23 IAU iShares ETFs/USA6.8K shares295.16%2025-09-302025-10-23 FXR First Trust ETFs/USA6.3K shares41.27%2025-09-302025-10-23 HPE HEWLETT PACKA20.0K shares-14.53%2025-09-302025-10-23 EBAY EBAY INC5.4K shares-1.85%2025-09-302025-10-23 XNTK State Street ETF/USA1.8K shares274.42%2025-09-302025-10-23 RMD RESMED INC1.8K shares14.46%2025-09-302025-10-23 SPYD State Street ETF/USA10.9K shares1477.07%2025-09-302025-10-23 ESGU iShares ETFs/USA3.3K shares0.25%2025-09-302025-10-23 SLV iShares ETFs/USA11.2K shares1340.62%2025-09-302025-10-23 TER TERADYNE INC3.4K shares-0.17%2025-09-302025-10-23 PCAR PACCAR INC4.8K shares-4.43%2025-09-302025-10-23 FXG First Trust ETFs/USA7.5K shares1025.52%2025-09-302025-10-23 AIQ Global X ETFs/USA9.6K shares2.71%2025-09-302025-10-23 ADSK AUTODESK INC1.5K shares4.83%2025-09-302025-10-23 BLD TOPBUILD COR1.2K sharesnew addition2025-09-302025-10-23 VST VISTRA CORP2.4K shares0.94%2025-09-302025-10-23 AFG AMER FINL GROUP3.2K shares11.87%2025-09-302025-10-23 ROST ROSS STORES INC3.0K shares11.05%2025-09-302025-10-23 MNST MONSTER BEVERAGE6.8K shares0.25%2025-09-302025-10-23 CLX CLOROX CO3.7K shares28.17%2025-09-302025-10-23 CCL CARNIVAL CORP15.6K shares-2.35%2025-09-302025-10-23 EWL iShares ETFs/USA8.1K shares-9.40%2025-09-302025-10-23 CSL CARLISLE COS INC1.4K shares847.92%2025-09-302025-10-23 YUM YUM! BRANDS INC3.0K shares6.15%2025-09-302025-10-23 FDN First Trust ETFs/USA1.6K shares627.27%2025-09-302025-10-23 GRMN GARMIN LTD1.8K shares-5.01%2025-09-302025-10-23 KBE State Street ETF/USA7.5K shares389.06%2025-09-302025-10-23 DCI DONALDSON CO INC5.4K shares587.88%2025-09-302025-10-23 XLV State Street ETF/USA3.2K shares-67.70%2025-09-302025-10-23 HIG HARTFORD INSURAN3.3K shares2.21%2025-09-302025-10-23 K KELLANOVA5.3K shares-8.11%2025-09-302025-10-23 VDC Vanguard ETF/USA2.0K shares-19.89%2025-09-302025-10-23 ON ON SEMICONDUCTOR8.8K shares-8.34%2025-09-302025-10-23 RSPS Invesco ETFs/USA14.8K shares1379.32%2025-09-302025-10-23 CTAS CINTAS CORP2.1K shares-4.21%2025-09-302025-10-23 BKR BAKER HUGHES CO8.8K shares0.74%2025-09-302025-10-23 A AGILENT TECH INC3.3K shares12.76%2025-09-302025-10-23 SYF SYNCHRONY FINANC6.0K shares-0.91%2025-09-302025-10-23 VCR Vanguard ETF/USA1.1K shares-38.37%2025-09-302025-10-23 CRWD CROWDSTRIKE HO-A856 shares4.52%2025-09-302025-10-23 DTM DT MIDSTREAM3.7K sharesnew addition2025-09-302025-10-23 DLR DIGITAL REALTY TRUST INC2.4K shares20.68%2025-09-302025-10-23 SMCI SUPER MICRO COMP8.7K shares27.17%2025-09-302025-10-23 FITB FIFTH THIRD BANC9.3K shares-1.68%2025-09-302025-10-23 HTGC HERCULES CAPITAL21.9K sharesnew addition2025-09-302025-10-23 CAH CARDINAL HEALTH2.6K shares-0.23%2025-09-302025-10-23 RF REGIONS FINANCIA15.5K shares20.92%2025-09-302025-10-23 IDXX IDEXX LABS638 shares-1.54%2025-09-302025-10-23 POWL POWELL INDS INC1.3K shares0.00%2025-09-302025-10-23 ED CONS EDISON INC4.0K shares41.53%2025-09-302025-10-23 BIV Vanguard ETF/USA5.2K shares0.19%2025-09-302025-10-23 LVS LAS VEGAS SANDS7.5K shares0.74%2025-09-302025-10-23 MINT Pimco ETF Trust4.0K shares953.85%2025-09-302025-10-23 WDAY WORKDAY INC-A1.7K sharesnew addition2025-09-302025-10-23 FORTY FORMULA SYS-ADR2.8K sharesnew addition2025-09-302025-10-23 WYNN WYNN RESORTS LTD3.1K shares1.05%2025-09-302025-10-23 PNR PENTAIR PLC3.6K shares30.30%2025-09-302025-10-23 SLB SCHLUMBERGER LTD11.5K shares8.25%2025-09-302025-10-23 AMP AMERIPRISE FINAN801 shares1.14%2025-09-302025-10-23 XRT State Street ETF/USA4.6K shares917.63%2025-09-302025-10-23 TTWO TAKE-TWO INTERAC1.5K shares-1.81%2025-09-302025-10-23 BR BROADRIDGE FINL1.6K shares2.77%2025-09-302025-10-23 XLE State Street ETF/USA4.3K shares-63.59%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available