The Analysis of Diversified Trust Co's Holdings


Currently, Diversified Trust Co holds 996 types of securities in its portfolio with a total value $5.0B. In the most recent quarter, they have increased their positions in N/A (+1.1M shares, valued at $20.7M), N/A (+1.1M shares, valued at $17.5M), VOO (+26.4K shares, valued at $16.2M); decreased their positions in HCA (-16.4K shares, valued at $7.0M), VTI (-18.7K shares, valued at $6.1M), VEA (-96.8K shares, valued at $5.8M); initiated new positions in TQQQ (+55.0K shares, valued at $5.7M), UPRO (+50.0K shares, valued at $5.6M), FTAI (+17.1K shares, valued at $2.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS827.7K shares3.29%2025-09-302025-10-20history
VEU VANGUARD INTL EQUITY INDEX F4.5M shares4.78%2025-09-302025-10-20history
INTL- ACADIAN - COM INTL- ACADIAN - COM15.7M shares7.57%2025-09-302025-10-20history
INTL - LAZARD - COM INTL - LAZARD - COM13.9M shares8.30%2025-09-302025-10-20history
INTL - CAUSEWAY - COM INTL - CAUSEWAY - COM13.3M shares4.50%2025-09-302025-10-20history
COKE COCA COLA CONS INC1.5M shares-0.02%2025-09-302025-10-20history
AAPL APPLE INC658.9K shares2.04%2025-09-302025-10-20history
DTC US ACTIVE EQUITY - WESTFIELD COM DTC US ACTIVE EQUITY - WESTFIELD COM11.8M shares1.68%2025-09-302025-10-20history
Sponsored
INTL - VONTOBEL - COM INTL - VONTOBEL - COM7.9M shares16.90%2025-09-302025-10-20history
NVDA NVIDIA CORPORATION684.8K shares6.18%2025-09-302025-10-20history
SPY SPDR S&P 500 ETF TR187.2K shares-0.92%2025-09-302025-10-20history
MSFT MICROSOFT CORP232.3K shares7.68%2025-09-302025-10-20history
VXF VANGUARD INDEX FDS481.3K shares3.24%2025-09-302025-10-20history
IEFA ISHARES TR896.7K shares5.89%2025-09-302025-10-20history
GOOGL ALPHABET INC291.2K shares8.13%2025-09-302025-10-20history
META META PLATFORMS INC80.7K shares1.68%2025-09-302025-10-20history
Sponsored
AMZN AMAZON COM INC252.9K shares-1.62%2025-09-302025-10-20history
AVGO BROADCOM INC148.7K shares-0.69%2025-09-302025-10-20history
KO COCA COLA CO578.1K shares0.43%2025-09-302025-10-20history
SGOV ISHARES TR379.8K shares3.51%2025-09-302025-10-20history
IJH ISHARES TR554.3K shares-11.67%2025-09-302025-10-20history
VTI VANGUARD INDEX FDS109.9K shares-14.51%2025-09-302025-10-20history
VIG VANGUARD SPECIALIZED FUNDS164.0K shares-1.51%2025-09-302025-10-20history
BRK.B BERKSHIRE HATHAWAY INC DEL65.9K shares9.57%2025-09-302025-10-20history
Sponsored
JPM JPMORGAN CHASE & CO.99.2K shares45.62%2025-09-302025-10-20history
IVV ISHARES TR42.2K shares-12.60%2025-09-302025-10-20history
GOOG ALPHABET INC105.3K shares13.27%2025-09-302025-10-20history
VTHR VANGUARD SCOTTSDALE FDS84.1K shares0.02%2025-09-302025-10-20history
V VISA INC70.4K shares13.12%2025-09-302025-10-20history
TSLA TESLA INC51.0K shares-4.18%2025-09-302025-10-20history
JNJ JOHNSON & JOHNSON114.7K shares6.03%2025-09-302025-10-20history
PG PROCTER AND GAMBLE CO130.1K shares-8.17%2025-09-302025-10-20history
Sponsored
AGG ISHARES TR182.3K shares3.14%2025-09-302025-10-20history
MRK MERCK & CO INC207.8K shares9.59%2025-09-302025-10-20history
IWM ISHARES TR72.0K shares8.11%2025-09-302025-10-20history
CB CHUBB LIMITED57.5K shares4.29%2025-09-302025-10-20history
UNH UNITEDHEALTH GROUP INC45.0K shares-2.78%2025-09-302025-10-20history
LLY ELI LILLY & CO19.6K shares16.38%2025-09-302025-10-20history
LSV GLOBAL CONCENTRATED LSV GLOBAL CONCENTRATED14.9M shares9.90%2025-09-302025-10-20history
AZO AUTOZONE INC3.4K shares11.01%2025-09-302025-10-20history
Sponsored
MA MASTERCARD INCORPORATED25.7K shares16.80%2025-09-302025-10-20history
BAC BANK AMERICA CORP280.8K shares6.13%2025-09-302025-10-20history
AXP AMERICAN EXPRESS CO42.3K shares-1.55%2025-09-302025-10-20history
EFA ISHARES TR146.7K shares8.85%2025-09-302025-10-20history
COR CENCORA INC42.8K shares-5.36%2025-09-302025-10-20history
ABBV ABBVIE INC57.1K shares23.58%2025-09-302025-10-20history
GS GOLDMAN SACHS GROUP INC16.3K shares14.74%2025-09-302025-10-20history
LOW LOWES COS INC51.2K shares-3.40%2025-09-302025-10-20history
Sponsored
XOM EXXON MOBIL CORP113.2K shares3.27%2025-09-302025-10-20history
VXUS VANGUARD STAR FDS172.8K shares0.13%2025-09-302025-10-20history
KLAC KLA CORP11.7K shares-4.96%2025-09-302025-10-20history
NFLX NETFLIX INC10.4K shares-3.14%2025-09-302025-10-20history
IMPERIAL METALS CORP NEW IMPERIAL METALS CORP NEW2.9M shares0.00%2025-09-302025-10-20history
HD HOME DEPOT INC30.4K shares-25.34%2025-09-302025-10-20history
ABT ABBOTT LABS90.8K shares25.07%2025-09-302025-10-20history
AMGN AMGEN INC42.7K shares8.85%2025-09-302025-10-20history
Sponsored
RY ROYAL BK CDA79.5K shares-0.05%2025-09-302025-10-20history
TSM TAIWAN SEMICONDUCTOR MFG LTD41.1K shares87.90%2025-09-302025-10-20history
ELV ELEVANCE HEALTH INC FORMERLY34.2K shares-5.68%2025-09-302025-10-20history
PEP PEPSICO INC77.1K shares-12.75%2025-09-302025-10-20history
QCOM QUALCOMM INC62.4K shares-3.11%2025-09-302025-10-20history
IWF ISHARES TR21.9K shares-2.94%2025-09-302025-10-20history
COST COSTCO WHSL CORP NEW10.9K shares3.61%2025-09-302025-10-20history
ORCL ORACLE CORP34.8K shares26.94%2025-09-302025-10-20history
Sponsored
IWD ISHARES TR48.0K shares4.46%2025-09-302025-10-20history
WMT WALMART INC94.4K shares-22.60%2025-09-302025-10-20history
GE GE AEROSPACE32.0K shares21.31%2025-09-302025-10-20history
IWB ISHARES TR25.3K shares41.24%2025-09-302025-10-20history
MDT MEDTRONIC PLC96.9K shares32.76%2025-09-302025-10-20history
ASND ASCENDIS PHARMA A/S45.7K shares0.58%2025-09-302025-10-20history
PM PHILIP MORRIS INTL INC55.9K shares-32.52%2025-09-302025-10-20history
GEV GE VERNOVA INC14.0K shares-4.95%2025-09-302025-10-20history
Sponsored
FI FISERV INC63.9K shares6.02%2025-09-302025-10-20history
IQV IQVIA HLDGS INC42.6K shares57.16%2025-09-302025-10-20history
PLTR PALANTIR TECHNOLOGIES INC43.6K shares67.94%2025-09-302025-10-20history
RTX RTX CORPORATION46.4K shares13.34%2025-09-302025-10-20history
IWR ISHARES TR80.4K shares-5.10%2025-09-302025-10-20history
C CITIGROUP INC76.1K shares-9.08%2025-09-302025-10-20history
CL COLGATE PALMOLIVE CO96.0K shares12.80%2025-09-302025-10-20history
MS MORGAN STANLEY48.2K shares63.85%2025-09-302025-10-20history
Sponsored
CMCSA COMCAST CORP NEW243.7K shares-3.19%2025-09-302025-10-20history
TFC TRUIST FINL CORP167.4K shares-2.33%2025-09-302025-10-20history
NOW SERVICENOW INC8.1K shares1.01%2025-09-302025-10-20history
QLTY 2023 ETF SERIES TRUST II203.7K shares-0.12%2025-09-302025-10-20history
BKNG BOOKING HOLDINGS INC1.4K shares1.64%2025-09-302025-10-20history
AMAT APPLIED MATLS INC35.8K shares-8.40%2025-09-302025-10-20history
NTAP NETAPP INC60.4K shares10.41%2025-09-302025-10-20history
MGC VANGUARD WORLD FD28.9K shares0.00%2025-09-302025-10-20history
Sponsored
INTU INTUIT10.2K shares42.57%2025-09-302025-10-20history
CVX CHEVRON CORP NEW44.0K shares30.51%2025-09-302025-10-20history
EBAY EBAY INC.74.6K shares-11.71%2025-09-302025-10-20history
TORTOISE COMMINGLED MLP FUND, LLC TORTOISE COMMINGLED MLP FUND, LLC6.8M shares2.78%2025-09-302025-10-20history
CSCO CISCO SYS INC98.4K shares-5.81%2025-09-302025-10-20history
HCA HCA HEALTHCARE INC15.5K shares-51.45%2025-09-302025-10-20history
AXON AXON ENTERPRISE INC9.2K shares-11.80%2025-09-302025-10-20history
GEN GEN DIGITAL INC217.4K shares11.85%2025-09-302025-10-20history
Sponsored
KMB KIMBERLY-CLARK CORP49.3K shares7.88%2025-09-302025-10-20history
IBM INTERNATIONAL BUSINESS MACHS21.2K shares-2.49%2025-09-302025-10-20history
PPG PPG INDS INC55.0K shares18.83%2025-09-302025-10-20history
TQQQ PROSHARES TR55.0K sharesnew addition2025-09-302025-10-20history
APO APOLLO GLOBAL MGMT INC42.2K shares2649.87%2025-09-302025-10-20history
BLK BLACKROCK INC4.8K shares9.16%2025-09-302025-10-20history
RSP INVESCO EXCHANGE TRADED FD T29.5K shares32.99%2025-09-302025-10-20history
UPRO PROSHARES TR50.0K sharesnew addition2025-09-302025-10-20history
Sponsored
WAB WABTEC27.8K shares11.93%2025-09-302025-10-20history
IVE ISHARES TR26.6K shares42.04%2025-09-302025-10-20history
ADP AUTOMATIC DATA PROCESSING IN18.1K shares91.23%2025-09-302025-10-20history
DOX AMDOCS LTD63.7K shares10.62%2025-09-302025-10-20history
T AT&T INC182.8K shares5.15%2025-09-302025-10-20history
IVW ISHARES TR42.6K shares251.41%2025-09-302025-10-20history
PNFP PINNACLE FINL PARTNERS INC54.2K shares-0.56%2025-09-302025-10-20history
VEA VANGUARD TAX-MANAGED FDS84.3K shares-53.44%2025-09-302025-10-20history
Sponsored
VZ VERIZON COMMUNICATIONS INC112.6K shares2.32%2025-09-302025-10-20history
ACWI ISHARES TR35.4K shares0.43%2025-09-302025-10-20history
AMP AMERIPRISE FINL INC9.9K shares10.90%2025-09-302025-10-20history
RBA RB GLOBAL INC44.9K shares103.31%2025-09-302025-10-20history
GILD GILEAD SCIENCES INC43.2K shares24.20%2025-09-302025-10-20history
HWM HOWMET AEROSPACE INC24.4K shares9.23%2025-09-302025-10-20history
VT VANGUARD INTL EQUITY INDEX F34.5K shares-19.58%2025-09-302025-10-20history
TMO THERMO FISHER SCIENTIFIC INC9.7K shares5.17%2025-09-302025-10-20history
Sponsored
MMC MARSH & MCLENNAN COS INC23.1K shares-4.67%2025-09-302025-10-20history
CRM SALESFORCE INC19.5K shares-29.68%2025-09-302025-10-20history
ED CONSOLIDATED EDISON INC46.0K shares17.33%2025-09-302025-10-20history
SYK STRYKER CORPORATION12.4K shares45.62%2025-09-302025-10-20history
BMY BRISTOL-MYERS SQUIBB CO101.1K shares56.03%2025-09-302025-10-20history
AON AON PLC12.7K shares69.46%2025-09-302025-10-20history
CTAS CINTAS CORP21.8K shares-0.14%2025-09-302025-10-20history
FIX COMFORT SYS USA INC5.3K shares-3.79%2025-09-302025-10-20history
Sponsored
SCHG SCHWAB STRATEGIC TR136.4K shares0.00%2025-09-302025-10-20history
MCK MCKESSON CORP5.6K shares1.14%2025-09-302025-10-20history
LRCX LAM RESEARCH CORP31.9K shares34.41%2025-09-302025-10-20history
LSV EMERGING MARKETS SMALL LSV EMERGING MARKETS SMALL4.3M shares6.38%2025-09-302025-10-20history
MAS MASCO CORP59.1K shares3.39%2025-09-302025-10-20history
BK BANK NEW YORK MELLON CORP36.8K shares-0.03%2025-09-302025-10-20history
VTV VANGUARD INDEX FDS21.4K shares-26.58%2025-09-302025-10-20history
OMC OMNICOM GROUP INC49.0K shares13.06%2025-09-302025-10-20history
Sponsored
ADBE ADOBE INC11.2K shares16.30%2025-09-302025-10-20history
EMR EMERSON ELEC CO29.7K shares-2.37%2025-09-302025-10-20history
PSX PHILLIPS 6628.1K shares562.77%2025-09-302025-10-20history
FANG DIAMONDBACK ENERGY INC26.7K shares-6.31%2025-09-302025-10-20history
CAT CATERPILLAR INC7.8K shares1.77%2025-09-302025-10-20history
IPG INTERPUBLIC GROUP COS INC133.7K shares12.10%2025-09-302025-10-20history
VO VANGUARD INDEX FDS12.6K shares-1.65%2025-09-302025-10-20history
TJX TJX COS INC NEW25.4K shares23.75%2025-09-302025-10-20history
Sponsored
AMT AMERICAN TOWER CORP NEW19.0K shares104.24%2025-09-302025-10-20history
GWW GRAINGER W W INC3.8K shares1.35%2025-09-302025-10-20history
MLM MARTIN MARIETTA MATLS INC5.7K shares-14.66%2025-09-302025-10-20history
AMD ADVANCED MICRO DEVICES INC22.2K shares-0.59%2025-09-302025-10-20history
RSG REPUBLIC SVCS INC15.7K shares818.60%2025-09-302025-10-20history
MU MICRON TECHNOLOGY INC21.1K shares156.36%2025-09-302025-10-20history
VUG VANGUARD INDEX FDS7.3K shares-45.37%2025-09-302025-10-20history
HON HONEYWELL INTL INC16.6K shares0.84%2025-09-302025-10-20history
Sponsored
CPB THE CAMPBELLS COMPANY110.5K shares12.06%2025-09-302025-10-20history
IJR ISHARES TR29.3K shares-21.70%2025-09-302025-10-20history
CPAY CORPAY INC12.0K shares-45.59%2025-09-302025-10-20history
EQIX EQUINIX INC4.4K shares0.80%2025-09-302025-10-20history
ARES ARES MANAGEMENT CORPORATION21.4K shares10.32%2025-09-302025-10-20history
SNOW SNOWFLAKE INC15.2K shares164.39%2025-09-302025-10-20history
PFE PFIZER INC132.9K shares18.93%2025-09-302025-10-20history
EA ELECTRONIC ARTS INC16.6K shares0.49%2025-09-302025-10-20history
Sponsored
TRV TRAVELERS COMPANIES INC11.9K shares-10.22%2025-09-302025-10-20history
MCO MOODYS CORP7.0K shares14.90%2025-09-302025-10-20history
HOOD ROBINHOOD MKTS INC23.2K shares45.29%2025-09-302025-10-20history
VWO VANGUARD INTL EQUITY INDEX F61.0K shares-39.95%2025-09-302025-10-20history
INTC INTEL CORP98.1K shares-9.65%2025-09-302025-10-20history
VLO VALERO ENERGY CORP19.3K shares1.55%2025-09-302025-10-20history
GD GENERAL DYNAMICS CORP9.6K shares31.53%2025-09-302025-10-20history
PSTG PURE STORAGE INC38.3K shares-7.87%2025-09-302025-10-20history
Sponsored
ERIC TELEFONAKTIEBOLAGET LM ERICS387.8K shares14.58%2025-09-302025-10-20history
LMT LOCKHEED MARTIN CORP6.3K shares-26.80%2025-09-302025-10-20history
HOG HARLEY DAVIDSON INC111.9K shares11.50%2025-09-302025-10-20history
TMUS T-MOBILE US INC12.9K shares-7.36%2025-09-302025-10-20history
RMBS RAMBUS INC DEL29.6K shares-4.27%2025-09-302025-10-20history
CMI CUMMINS INC7.3K shares-36.49%2025-09-302025-10-20history
SPG SIMON PPTY GROUP INC NEW16.4K shares-21.16%2025-09-302025-10-20history
ANET ARISTA NETWORKS INC21.0K shares12.76%2025-09-302025-10-20history
Sponsored
VEEV VEEVA SYS INC10.1K shares15.05%2025-09-302025-10-20history
PANW PALO ALTO NETWORKS INC14.8K shares-13.17%2025-09-302025-10-20history
APP APPLOVIN CORP4.2K shares-17.94%2025-09-302025-10-20history
ACN ACCENTURE PLC IRELAND12.0K shares7.29%2025-09-302025-10-20history
DIS DISNEY WALT CO25.9K shares-18.16%2025-09-302025-10-20history
MCD MCDONALDS CORP9.6K shares4.80%2025-09-302025-10-20history
ALLY ALLY FINL INC74.5K shares221.72%2025-09-302025-10-20history
SPXC SPX TECHNOLOGIES INC15.6K shares0.63%2025-09-302025-10-20history
Sponsored
CCEP COCA-COLA EUROPACIFIC PARTNE32.0K shares-20.47%2025-09-302025-10-20history
ETN EATON CORP PLC7.7K shares-2.26%2025-09-302025-10-20history
NTNX NUTANIX INC38.7K shares36.29%2025-09-302025-10-20history
FTAI FTAI AVIATION LTD17.1K sharesnew addition2025-09-302025-10-20history
SEIC SEI INVTS CO33.2K shares-7.84%2025-09-302025-10-20history
CCL CARNIVAL CORP97.3K shares7.09%2025-09-302025-10-20history
CVLT COMMVAULT SYS INC14.8K shares311.43%2025-09-302025-10-20history
MAR MARRIOTT INTL INC NEW10.6K shares-4.04%2025-09-302025-10-20history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR4.6K shares4.91%2025-09-302025-10-20history
UNP UNION PAC CORP11.6K shares-1.28%2025-09-302025-10-20history
MELI MERCADOLIBRE INC1.2K shares-7.95%2025-09-302025-10-20history
TXN TEXAS INSTRS INC14.9K shares99.69%2025-09-302025-10-20history
VYM VANGUARD WHITEHALL FDS19.4K shares0.06%2025-09-302025-10-20history
SPYG SPDR SERIES TRUST26.0K shares-4.30%2025-09-302025-10-20history
EW EDWARDS LIFESCIENCES CORP34.5K shares0.65%2025-09-302025-10-20history
ESGD ISHARES TR28.8K shares-0.55%2025-09-302025-10-20history
Sponsored
ESGU ISHARES TR18.3K shares-0.49%2025-09-302025-10-20history
VTR VENTAS INC38.1K shares828.74%2025-09-302025-10-20history
PCOR PROCORE TECHNOLOGIES INC36.5K shares-0.12%2025-09-302025-10-20history
BE BLOOM ENERGY CORP31.2K sharesnew addition2025-09-302025-10-20history
TT TRANE TECHNOLOGIES PLC6.2K shares-26.93%2025-09-302025-10-20history
CG CARLYLE GROUP INC41.6K shares11.46%2025-09-302025-10-20history
CARE CARTER BANKSHARES INC134.1K shares0.00%2025-09-302025-10-20history
CRDO CREDO TECHNOLOGY GROUP HOLDI17.9K shares-27.98%2025-09-302025-10-20history
Sponsored
VB VANGUARD INDEX FDS10.2K shares-16.74%2025-09-302025-10-20history
MRVL MARVELL TECHNOLOGY INC30.6K shares222.50%2025-09-302025-10-20history
GM GENERAL MTRS CO42.0K shares83.12%2025-09-302025-10-20history
BCS BARCLAYS PLC122.5K shares37.51%2025-09-302025-10-20history
FIHL FIDELIS INSURANCE HOLDINGS L135.9K shares-1.12%2025-09-302025-10-20history
WELL WELLTOWER INC13.8K shares-22.91%2025-09-302025-10-20history
NEE NEXTERA ENERGY INC32.0K shares-11.90%2025-09-302025-10-20history
MDB MONGODB INC7.8K shares-22.18%2025-09-302025-10-20history
Sponsored
ALLE ALLEGION PLC13.6K shares0.18%2025-09-302025-10-20history
NEM NEWMONT CORP28.5K shares2.67%2025-09-302025-10-20history
WWD WOODWARD INC9.5K shares233.03%2025-09-302025-10-20history
DINO HF SINCLAIR CORP45.5K shares211.53%2025-09-302025-10-20history
ROCHE HLDGS AG BASEL ROCHE HLDGS AG BASEL57.9K shares0.54%2025-09-302025-10-20history
COHR COHERENT CORP21.9K sharesnew addition2025-09-302025-10-20history
ROK ROCKWELL AUTOMATION INC6.6K shares32.53%2025-09-302025-10-20history
UNFI UNITED NAT FOODS INC61.4K shares0.00%2025-09-302025-10-20history
Sponsored
GLW CORNING INC28.1K shares123.72%2025-09-302025-10-20history
UBER UBER TECHNOLOGIES INC23.5K shares38.88%2025-09-302025-10-20history
ECL ECOLAB INC8.4K shares0.98%2025-09-302025-10-20history
BIO BIO RAD LABS INC8.1K shares0.27%2025-09-302025-10-20history
PWR QUANTA SVCS INC5.5K shares482.23%2025-09-302025-10-20history
USMV ISHARES TR23.8K shares0.00%2025-09-302025-10-20history
SCHE SCHWAB STRATEGIC TR67.5K shares127.82%2025-09-302025-10-20history
SE SEA LTD12.6K shares-30.68%2025-09-302025-10-20history
Sponsored
OEF ISHARES TR6.7K shares180.33%2025-09-302025-10-20history
ELF E L F BEAUTY INC16.7K shares-4.79%2025-09-302025-10-20history
ZM ZOOM COMMUNICATIONS INC26.7K shares22.01%2025-09-302025-10-20history
CRH CRH PLC18.4K shares38.50%2025-09-302025-10-20history
ZTS ZOETIS INC14.9K shares-1.21%2025-09-302025-10-20history
TDG TRANSDIGM GROUP INC1.7K shares-55.52%2025-09-302025-10-20history
CFLT CONFLUENT INC110.4K shares11.22%2025-09-302025-10-20history
DASH DOORDASH INC8.0K shares-26.36%2025-09-302025-10-20history
Sponsored
MPC MARATHON PETE CORP11.3K shares71.45%2025-09-302025-10-20history
REGN REGENERON PHARMACEUTICALS3.8K shares-1.08%2025-09-302025-10-20history
INFY INFOSYS LTD132.9K shares92.51%2025-09-302025-10-20history
EQH EQUITABLE HLDGS INC42.2K shares0.00%2025-09-302025-10-20history
FTNT FORTINET INC25.3K shares13.25%2025-09-302025-10-20history
STRL STERLING INFRASTRUCTURE INC6.2K shares2.08%2025-09-302025-10-20history
BBIO BRIDGEBIO PHARMA INC40.6K shares5.13%2025-09-302025-10-20history
MSA MSA SAFETY INC12.2K shares-9.93%2025-09-302025-10-20history
Sponsored
LIN LINDE PLC4.4K shares-22.78%2025-09-302025-10-20history
BX BLACKSTONE INC12.3K shares13.54%2025-09-302025-10-20history
FLS FLOWSERVE CORP39.3K shares-13.89%2025-09-302025-10-20history
ROKU ROKU INC20.6K shares0.04%2025-09-302025-10-20history
MMM 3M CO13.2K shares-18.31%2025-09-302025-10-20history
BPOP POPULAR INC16.1K shares37.93%2025-09-302025-10-20history
CHKP CHECK POINT SOFTWARE TECH LT9.9K shares-63.50%2025-09-302025-10-20history
KNSL KINSALE CAP GROUP INC4.8K shares0.65%2025-09-302025-10-20history
Sponsored
CTVA CORTEVA INC30.1K shares38.92%2025-09-302025-10-20history
SANM SANMINA CORPORATION17.4K shares-15.56%2025-09-302025-10-20history
ESAB ESAB CORPORATION17.4K shares5.20%2025-09-302025-10-20history
DFIC DIMENSIONAL ETF TRUST59.4K shares0.00%2025-09-302025-10-20history
AYI ACUITY INC5.6K shares0.63%2025-09-302025-10-20history
INCY INCYTE CORP22.5K shares-25.49%2025-09-302025-10-20history
IP INTERNATIONAL PAPER CO41.0K shares12.02%2025-09-302025-10-20history
URI UNITED RENTALS INC2.0K shares1.70%2025-09-302025-10-20history
Sponsored
AMG AFFILIATED MANAGERS GROUP IN7.9K shares0.00%2025-09-302025-10-20history
COWZ PACER FDS TR32.8K shares3.39%2025-09-302025-10-20history
SFBS SERVISFIRST BANCSHARES INC23.3K shares5.66%2025-09-302025-10-20history
NOC NORTHROP GRUMMAN CORP3.1K shares-42.19%2025-09-302025-10-20history
RS RELIANCE INC6.6K shares0.15%2025-09-302025-10-20history
BAP CREDICORP LTD7.0K shares-9.10%2025-09-302025-10-20history
WFC WELLS FARGO CO NEW22.1K shares-17.51%2025-09-302025-10-20history
FDX FEDEX CORP7.8K shares-6.29%2025-09-302025-10-20history
Sponsored
COF CAPITAL ONE FINL CORP8.5K shares-51.43%2025-09-302025-10-20history
XYL XYLEM INC12.1K shares-11.64%2025-09-302025-10-20history
ENB ENBRIDGE INC35.2K shares0.50%2025-09-302025-10-20history
SCHO SCHWAB STRATEGIC TR72.5K shares-18.86%2025-09-302025-10-20history
AAON AAON INC18.8K shares90.90%2025-09-302025-10-20history
CFR CULLEN FROST BANKERS INC13.8K shares1.81%2025-09-302025-10-20history
WIX WIX COM LTD9.8K shares-47.37%2025-09-302025-10-20history
PLD PROLOGIS INC.15.2K shares260.55%2025-09-302025-10-20history
Sponsored
VLUE ISHARES TR13.9K shares0.09%2025-09-302025-10-20history
FLR FLUOR CORP NEW40.8K shares-2.91%2025-09-302025-10-20history
PEN PENUMBRA INC6.7K shares-19.37%2025-09-302025-10-20history
GTLB GITLAB INC37.9K shares8.83%2025-09-302025-10-20history
CDE COEUR MNG INC91.0K sharesnew addition2025-09-302025-10-20history
ETSY ETSY INC25.7K shares30.71%2025-09-302025-10-20history
TME TENCENT MUSIC ENTMT GROUP72.5K sharesnew addition2025-09-302025-10-20history
FCNCA FIRST CTZNS BANCSHARES INC D943 shares-0.21%2025-09-302025-10-20history
Sponsored
MDLZ MONDELEZ INTL INC26.9K shares-8.59%2025-09-302025-10-20history
SNPS SYNOPSYS INC3.4K shares-6.45%2025-09-302025-10-20history
SPTM SPDR SERIES TRUST20.6K shares0.00%2025-09-302025-10-20history
CI THE CIGNA GROUP5.8K shares1.14%2025-09-302025-10-20history
SO SOUTHERN CO17.4K shares2.15%2025-09-302025-10-20history
SCHF SCHWAB STRATEGIC TR70.6K shares49.88%2025-09-302025-10-20history
NSC NORFOLK SOUTHN CORP5.5K shares-0.91%2025-09-302025-10-20history
RGEN REPLIGEN CORP12.3K shares0.32%2025-09-302025-10-20history
Sponsored
VIPS VIPSHOP HLDGS LTD83.4K shares0.11%2025-09-302025-10-20history
HDB HDFC BANK LTD47.4K shares112.38%2025-09-302025-10-20history
HPQ HP INC59.4K shares135.10%2025-09-302025-10-20history
EME EMCOR GROUP INC2.5K shares-27.33%2025-09-302025-10-20history
SLYV SPDR SERIES TRUST18.1K shares0.00%2025-09-302025-10-20history
AME AMETEK INC8.5K shares-9.33%2025-09-302025-10-20history
ORLY OREILLY AUTOMOTIVE INC14.8K shares4.24%2025-09-302025-10-20history
CME CME GROUP INC5.9K shares126.95%2025-09-302025-10-20history
Sponsored
FFIN FIRST FINL BANKSHARES INC47.2K shares1.98%2025-09-302025-10-20history
CADE CADENCE BANK41.9K shares0.00%2025-09-302025-10-20history
RNG RINGCENTRAL INC55.3K shares-7.57%2025-09-302025-10-20history
HLNE HAMILTON LANE INC11.6K shares39.93%2025-09-302025-10-20history
VRT VERTIV HOLDINGS CO10.3K shares92.14%2025-09-302025-10-20history
DUK DUKE ENERGY CORP NEW12.5K shares-14.40%2025-09-302025-10-20history
MSCI MSCI INC2.7K shares-45.56%2025-09-302025-10-20history
IEMG ISHARES INC23.1K shares35.02%2025-09-302025-10-20history
Sponsored
TNL TRAVEL PLUS LEISURE CO25.5K shares0.00%2025-09-302025-10-20history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-20history
MSI MOTOROLA SOLUTIONS INC3.3K shares-48.08%2025-09-302025-10-20history
VRNS VARONIS SYS INC26.1K shares5.35%2025-09-302025-10-20history
ETR ENTERGY CORP NEW16.1K shares139.87%2025-09-302025-10-20history
FUTU FUTU HLDGS LTD8.6K shares171.10%2025-09-302025-10-20history
URBN URBAN OUTFITTERS INC20.7K shares5.22%2025-09-302025-10-20history
DBX DROPBOX INC48.5K shares0.00%2025-09-302025-10-20history
Sponsored
WH WYNDHAM HOTELS & RESORTS INC18.3K shares226.45%2025-09-302025-10-20history
IBOC INTERNATIONAL BANCSHARES COR21.3K shares5.69%2025-09-302025-10-20history
DIMENSIONAL INVT GROUP INC DIMENSIONAL INVT GROUP INC54.4K shares0.00%2025-09-302025-10-20history
IBIT ISHARES BITCOIN TRUST ETF22.3K shares-9.90%2025-09-302025-10-20history
AEP AMERICAN ELEC PWR CO INC12.9K shares61.76%2025-09-302025-10-20history
EXPE EXPEDIA GROUP INC6.8K shares3.04%2025-09-302025-10-20history
TTMI TTM TECHNOLOGIES INC25.1K shares5.90%2025-09-302025-10-20history
HUM HUMANA INC5.5K shares45.36%2025-09-302025-10-20history
Sponsored
KMI KINDER MORGAN INC DEL50.6K shares-9.65%2025-09-302025-10-20history
ADX ADAMS DIVERSIFIED EQUITY FD64.1K shares0.00%2025-09-302025-10-20history
WING WINGSTOP INC5.7K shares-0.86%2025-09-302025-10-20history
FFIV F5 INC4.4K shares0.46%2025-09-302025-10-20history
MTG MGIC INVT CORP WIS50.0K shares5.12%2025-09-302025-10-20history
ISRG INTUITIVE SURGICAL INC3.2K shares2.29%2025-09-302025-10-20history
HLT HILTON WORLDWIDE HLDGS INC5.5K shares7.09%2025-09-302025-10-20history
SHOP SHOPIFY INC9.5K shares4.76%2025-09-302025-10-20history
Sponsored
HIG HARTFORD INSURANCE GROUP INC10.5K shares1.03%2025-09-302025-10-20history
ALKS ALKERMES PLC46.8K shares5.82%2025-09-302025-10-20history
SCHD SCHWAB STRATEGIC TR51.1K shares-0.49%2025-09-302025-10-20history
WDAY WORKDAY INC5.7K shares-12.76%2025-09-302025-10-20history
WM WASTE MGMT INC DEL6.2K shares7.71%2025-09-302025-10-20history
DIMENSIONAL INVT GROUP INC DIMENSIONAL INVT GROUP INC31.0K shares0.00%2025-09-302025-10-20history
NMIH NMI HLDGS INC35.3K shares6.54%2025-09-302025-10-20history
SSO PROSHARES TR12.0K sharesnew addition2025-09-302025-10-20history
Sponsored
LEGN LEGEND BIOTECH CORP41.1K shares-10.31%2025-09-302025-10-20history
SIG SIGNET JEWELERS LIMITED13.9K shares6.50%2025-09-302025-10-20history
PRF INVESCO EXCHANGE TRADED FD T29.3K shares0.00%2025-09-302025-10-20history
CLX CLOROX CO DEL10.7K shares28.66%2025-09-302025-10-20history
USXF ISHARES TR22.6K shares1.57%2025-09-302025-10-20history
ADI ANALOG DEVICES INC5.3K shares27.28%2025-09-302025-10-20history
PGR PROGRESSIVE CORP5.2K shares-67.22%2025-09-302025-10-20history
ASML ASML HOLDING N V1.3K shares-27.13%2025-09-302025-10-20history
Sponsored
CRBG COREBRIDGE FINL INC39.7K shares-41.98%2025-09-302025-10-20history
GSK GSK PLC29.5K shares194.62%2025-09-302025-10-20history
SCHK SCHWAB STRATEGIC TR39.6K shares9.68%2025-09-302025-10-20history
ICLR ICON PLC7.3K shares137.01%2025-09-302025-10-20history
VIK VIKING HOLDINGS LTD20.2K sharesnew addition2025-09-302025-10-20history
CW CURTISS WRIGHT CORP2.3K shares40.17%2025-09-302025-10-20history
DE DEERE & CO2.7K shares2.01%2025-09-302025-10-20history
MO ALTRIA GROUP INC19.0K shares40.17%2025-09-302025-10-20history
Sponsored
CRWD CROWDSTRIKE HLDGS INC2.5K shares118.14%2025-09-302025-10-20history
MNST MONSTER BEVERAGE CORP NEW18.5K shares39.45%2025-09-302025-10-20history
CAH CARDINAL HEALTH INC7.9K shares-42.48%2025-09-302025-10-20history
SCHX SCHWAB STRATEGIC TR46.8K shares0.00%2025-09-302025-10-20history
VONG VANGUARD SCOTTSDALE FDS10.2K shares29.63%2025-09-302025-10-20history
ZS ZSCALER INC4.1K shares24.01%2025-09-302025-10-20history
VLTO VERALTO CORP11.5K shares2.74%2025-09-302025-10-20history
ATRC ATRICURE INC34.6K shares2.10%2025-09-302025-10-20history
Sponsored
COP CONOCOPHILLIPS12.9K shares-11.16%2025-09-302025-10-20history
NESTLE S A NESTLE S A13.2K shares281.93%2025-09-302025-10-20history
SKYW SKYWEST INC12.1K shares7.02%2025-09-302025-10-20history
VBK VANGUARD INDEX FDS4.1K shares-6.49%2025-09-302025-10-20history
IAU ISHARES GOLD TR16.6K shares7.67%2025-09-302025-10-20history
BWIN THE BALDWIN INSURANCE GRP IN42.6K shares34.72%2025-09-302025-10-20history
CVNA CARVANA CO3.2K shares1.15%2025-09-302025-10-20history
DFAX DIMENSIONAL ETF TRUST38.1K shares0.00%2025-09-302025-10-20history
Sponsored
SCHW SCHWAB CHARLES CORP12.5K shares25.34%2025-09-302025-10-20history
PCG PG&E CORP78.2K sharesnew addition2025-09-302025-10-20history
QFIN QFIN HOLDINGS INC40.9K shares-14.78%2025-09-302025-10-20history
EG EVEREST GROUP LTD3.3K shares8.52%2025-09-302025-10-20history
DHR DANAHER CORPORATION5.9K shares9.29%2025-09-302025-10-20history
MTD METTLER TOLEDO INTERNATIONAL952 shares-7.12%2025-09-302025-10-20history
SATS ECHOSTAR CORP15.3K sharesnew addition2025-09-302025-10-20history
WMB WILLIAMS COS INC18.4K shares-60.47%2025-09-302025-10-20history
Sponsored
SXI STANDEX INTL CORP5.5K shares-17.01%2025-09-302025-10-20history
ESNT ESSENT GROUP LTD18.2K shares13.86%2025-09-302025-10-20history
MMSI MERIT MED SYS INC13.9K shares6.74%2025-09-302025-10-20history
NVT NVENT ELECTRIC PLC11.7K shares-13.61%2025-09-302025-10-20history
AU ANGLOGOLD ASHANTI PLC16.4K shares104.71%2025-09-302025-10-20history
IWO ISHARES TR3.6K shares0.00%2025-09-302025-10-20history
BZ KANZHUN LIMITED48.7K shares75.82%2025-09-302025-10-20history
TEAM ATLASSIAN CORPORATION7.1K shares-59.49%2025-09-302025-10-20history
Sponsored
ADSK AUTODESK INC3.5K shares9.40%2025-09-302025-10-20history
TENCENT HOLDINGS LIMITED TENCENT HOLDINGS LIMITED13.2K shares-0.84%2025-09-302025-10-20history
CRUS CIRRUS LOGIC INC9.0K shares0.88%2025-09-302025-10-20history
RYAN RYAN SPECIALTY HOLDINGS INC19.8K shares92.18%2025-09-302025-10-20history
XLE SELECT SECTOR SPDR TR12.4K shares47.47%2025-09-302025-10-20history
FRPT FRESHPET INC20.0K shares-0.03%2025-09-302025-10-20history
FSS FEDERAL SIGNAL CORP9.3K shares8.31%2025-09-302025-10-20history
SDY SPDR SERIES TRUST7.8K shares0.00%2025-09-302025-10-20history
Sponsored
FAST FASTENAL CO22.1K shares1.51%2025-09-302025-10-20history
PHR PHREESIA INC45.8K shares1.73%2025-09-302025-10-20history
QUAL ISHARES TR5.5K shares-3.12%2025-09-302025-10-20history
SW SMURFIT WESTROCK PLC25.2K shares4.16%2025-09-302025-10-20history
GRAB GRAB HOLDINGS LIMITED176.7K shares27.94%2025-09-302025-10-20history
JBTM JBT MAREL CORPORATION7.6K shares-5.03%2025-09-302025-10-20history
MMS MAXIMUS INC11.6K shares5.36%2025-09-302025-10-20history
DFSV DIMENSIONAL ETF TRUST33.2K shares0.00%2025-09-302025-10-20history
Sponsored
UTHR UNITED THERAPEUTICS CORP DEL2.5K shares-20.95%2025-09-302025-10-20history
EUPAC FUND EUPAC FUND16.3K shares0.00%2025-09-302025-10-20history
S SENTINELONE INC59.3K shares7.70%2025-09-302025-10-20history
CARR CARRIER GLOBAL CORPORATION17.4K shares1.12%2025-09-302025-10-20history
HHH HOWARD HUGHES HOLDINGS INC12.6K shares-0.01%2025-09-302025-10-20history
MOD MODINE MFG CO7.3K shares-19.26%2025-09-302025-10-20history
SNEX STONEX GROUP INC10.2K shares22.01%2025-09-302025-10-20history
APH AMPHENOL CORP NEW8.3K shares38.72%2025-09-302025-10-20history
Sponsored
IONS IONIS PHARMACEUTICALS INC15.6K sharesnew addition2025-09-302025-10-20history
IEX IDEX CORP6.3K shares0.63%2025-09-302025-10-20history
PTCT PTC THERAPEUTICS INC16.6K shares4.70%2025-09-302025-10-20history
RF REGIONS FINANCIAL CORP NEW38.6K shares-0.31%2025-09-302025-10-20history
PATH UIPATH INC75.9K shares36.66%2025-09-302025-10-20history
ADT ADT INC DEL116.3K shares-0.11%2025-09-302025-10-20history
RL RALPH LAUREN CORP3.2K shares0.31%2025-09-302025-10-20history
LXP LXP INDUSTRIAL TRUST111.2K shares6.39%2025-09-302025-10-20history
Sponsored
A AGILENT TECHNOLOGIES INC7.7K shares12.38%2025-09-302025-10-20history
DOW DOW INC42.9K shares84.37%2025-09-302025-10-20history
RPM RPM INTL INC8.2K shares0.50%2025-09-302025-10-20history
OKTA OKTA INC10.4K shares-36.88%2025-09-302025-10-20history
CMC COMMERCIAL METALS CO16.7K shares7.50%2025-09-302025-10-20history
GMED GLOBUS MED INC16.6K shares35.21%2025-09-302025-10-20history
LIVN LIVANOVA PLC18.0K shares8.94%2025-09-302025-10-20history
DELL DELL TECHNOLOGIES INC6.6K sharesnew addition2025-09-302025-10-20history
Sponsored
REZI RESIDEO TECHNOLOGIES INC21.7K shares0.95%2025-09-302025-10-20history
SCHB SCHWAB STRATEGIC TR36.4K shares2.50%2025-09-302025-10-20history
HURN HURON CONSULTING GROUP INC6.4K shares6.33%2025-09-302025-10-20history
OBDC BLUE OWL CAPITAL CORPORATION73.0K shares0.00%2025-09-302025-10-20history
AOA ISHARES TR10.5K shares4.66%2025-09-302025-10-20history
RBRK RUBRIK INC.11.2K sharesnew addition2025-09-302025-10-20history
OGS ONE GAS INC11.3K shares6.36%2025-09-302025-10-20history
SWKS SKYWORKS SOLUTIONS INC11.8K sharesnew addition2025-09-302025-10-20history
Sponsored
F FORD MTR CO76.2K shares560.20%2025-09-302025-10-20history
GRMN GARMIN LTD3.7K shares1.51%2025-09-302025-10-20history
TXT TEXTRON INC10.7K shares1.99%2025-09-302025-10-20history
BGC BGC GROUP INC95.1K shares6.52%2025-09-302025-10-20history
WST WEST PHARMACEUTICAL SVSC INC3.4K shares21.27%2025-09-302025-10-20history
ACGL ARCH CAP GROUP LTD9.8K shares24.61%2025-09-302025-10-20history
SOFI SOFI TECHNOLOGIES INC33.6K shares197.04%2025-09-302025-10-20history
NDSN NORDSON CORP3.9K shares-17.65%2025-09-302025-10-20history
Sponsored
EPAC ENERPAC TOOL GROUP CORP21.6K shares26.13%2025-09-302025-10-20history
AGX ARGAN INC3.3K shares5.71%2025-09-302025-10-20history
LECO LINCOLN ELEC HLDGS INC3.7K shares11.52%2025-09-302025-10-20history
AKAM AKAMAI TECHNOLOGIES INC11.6K shares-2.20%2025-09-302025-10-20history
KAI KADANT INC2.9K shares0.00%2025-09-302025-10-20history
DDOG DATADOG INC6.1K shares-15.19%2025-09-302025-10-20history
VGT VANGUARD WORLD FD1.2K shares3.75%2025-09-302025-10-20history
BRZE BRAZE INC30.4K shares13.61%2025-09-302025-10-20history
Sponsored
DPZ DOMINOS PIZZA INC2.0K shares104.82%2025-09-302025-10-20history
SSD SIMPSON MFG INC5.1K shares-7.64%2025-09-302025-10-20history
COO COOPER COS INC12.5K shares0.83%2025-09-302025-10-20history
ALKT ALKAMI TECHNOLOGY INC34.0K shares-0.13%2025-09-302025-10-20history
COLUMBIA FDS SER TR I COLUMBIA FDS SER TR I22.4K shares-21.79%2025-09-302025-10-20history
PJT PJT PARTNERS INC4.7K shares-14.39%2025-09-302025-10-20history
CBOE CBOE GLOBAL MKTS INC3.4K shares4.79%2025-09-302025-10-20history
NICE NICE LTD5.8K sharesnew addition2025-09-302025-10-20history
Sponsored
MKC MCCORMICK & CO INC12.4K shares6.99%2025-09-302025-10-20history
IDXX IDEXX LABS INC1.3K shares-44.95%2025-09-302025-10-20history
SM SM ENERGY CO33.1K shares13.28%2025-09-302025-10-20history
OWL BLUE OWL CAPITAL INC48.7K shares0.29%2025-09-302025-10-20history
DMXF ISHARES TR10.9K shares0.00%2025-09-302025-10-20history
SIMO SILICON MOTION TECHNOLOGY CO8.6K shares0.07%2025-09-302025-10-20history
COLUMBIA FDS SER TR I COLUMBIA FDS SER TR I7.7K shares-4.24%2025-09-302025-10-20history
ACAD ACADIA PHARMACEUTICALS INC37.9K shares5.30%2025-09-302025-10-20history
Sponsored
EXAS EXACT SCIENCES CORP14.8K shares0.45%2025-09-302025-10-20history
TTC TORO CO10.6K shares-48.13%2025-09-302025-10-20history
STM STMICROELECTRONICS N V28.4K shares263.98%2025-09-302025-10-20history
BANR BANNER CORP12.2K shares6.49%2025-09-302025-10-20history
ATGE ADTALEM GLOBAL ED INC5.2K shares17.30%2025-09-302025-10-20history
MTX MINERALS TECHNOLOGIES INC12.8K shares7.02%2025-09-302025-10-20history
BWA BORGWARNER INC18.0K sharesnew addition2025-09-302025-10-20history
IREN IREN LIMITED16.8K sharesnew addition2025-09-302025-10-20history
Sponsored
FBP FIRST BANCORP P R35.7K shares6.59%2025-09-302025-10-20history
PRICE T ROWE GROWTH STK FD I PRICE T ROWE GROWTH STK FD I6.5K shares-3.01%2025-09-302025-10-20history
NOVT NOVANTA INC7.8K shares-0.46%2025-09-302025-10-20history
MWA MUELLER WTR PRODS INC30.4K shares6.76%2025-09-302025-10-20history
VICI VICI PPTYS INC23.7K sharesnew addition2025-09-302025-10-20history
W WAYFAIR INC8.6K sharesnew addition2025-09-302025-10-20history
RBC RBC BEARINGS INC2.0K shares-22.35%2025-09-302025-10-20history
PNC PNC FINL SVCS GROUP INC3.8K shares4.32%2025-09-302025-10-20history
Sponsored
SKWD SKYWARD SPECIALTY INS GROUP16.0K shares23.81%2025-09-302025-10-20history
VCYT VERACYTE INC22.1K shares148.79%2025-09-302025-10-20history
STE STERIS PLC3.0K shares12.11%2025-09-302025-10-20history
VOTE TCW ETF TRUST9.6K shares0.00%2025-09-302025-10-20history
XLK SELECT SECTOR SPDR TR2.6K shares113.09%2025-09-302025-10-20history
FTI TECHNIPFMC PLC18.8K shares-53.97%2025-09-302025-10-20history
SHEL SHELL PLC10.4K shares-6.97%2025-09-302025-10-20history
SBUX STARBUCKS CORP8.7K shares-17.66%2025-09-302025-10-20history
Sponsored
HRB BLOCK H & R INC14.5K shares159.94%2025-09-302025-10-20history
CAVA CAVA GROUP INC12.1K shares56.64%2025-09-302025-10-20history
IRTC IRHYTHM TECHNOLOGIES INC4.2K shares-43.36%2025-09-302025-10-20history
WSFS WSFS FINL CORP13.5K shares0.00%2025-09-302025-10-20history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available