The Analysis of DIVERSIFY WEALTH MANAGEMENT, LLC's Holdings


Currently, DIVERSIFY WEALTH MANAGEMENT, LLC holds 541 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in SPYV (+112.8K shares, valued at $6.3M), FTNT (+43.8K shares, valued at $3.8M), RUN (+161.2K shares, valued at $3.2M); decreased their positions in DFAU (-76.1K shares, valued at $3.6M), GGAL (-37.9K shares, valued at $2.3M), MRK (-24.3K shares, valued at $2.0M); initiated new positions in FTNT (+43.8K shares, valued at $3.8M), OWL (+194.0K shares, valued at $3.1M), O (+39.9K shares, valued at $2.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST600.2K shares4.15%2025-09-302025-11-12history
SPYV SPDR SERIES TRUST1.0M shares12.39%2025-09-302025-11-12history
DFAU DIMENSIONAL ETF TRUST1.1M shares-6.36%2025-09-302025-11-12history
SPY SPDR S&P 500 ETF TR75.5K shares0.58%2025-09-302025-11-12history
NVDA NVIDIA CORPORATION233.3K shares-2.62%2025-09-302025-11-12history
SPDW SPDR INDEX SHS FDS793.1K shares7.35%2025-09-302025-11-12history
AAPL APPLE INC109.9K shares4.06%2025-09-302025-11-12history
AMZN AMAZON COM INC109.0K shares1.02%2025-09-302025-11-12history
Sponsored
MSFT MICROSOFT CORP50.9K shares3.15%2025-09-302025-11-12history
VOO VANGUARD INDEX FDS37.3K shares6.83%2025-09-302025-11-12history
QUAL ISHARES TR115.3K shares1.84%2025-09-302025-11-12history
NOW SERVICENOW INC24.1K shares-0.89%2025-09-302025-11-12history
META META PLATFORMS INC29.6K shares4.40%2025-09-302025-11-12history
SCHR SCHWAB STRATEGIC TR741.2K shares6.10%2025-09-302025-11-12history
CGCP CAPITAL GRP FIXED INCM ETF T797.1K shares6.08%2025-09-302025-11-12history
BKMC BNY MELLON ETF TRUST164.0K shares3.63%2025-09-302025-11-12history
Sponsored
DFAI DIMENSIONAL ETF TRUST470.3K shares-8.35%2025-09-302025-11-12history
GOOG ALPHABET INC54.3K shares-0.38%2025-09-302025-11-12history
AVGO BROADCOM INC42.4K shares8.31%2025-09-302025-11-12history
DFAC DIMENSIONAL ETF TRUST388.1K shares-2.69%2025-09-302025-11-12history
DFCF DIMENSIONAL ETF TRUST342.6K shares-1.72%2025-09-302025-11-12history
VWO VANGUARD INTL EQUITY INDEX F258.5K shares3.35%2025-09-302025-11-12history
SPHY SPDR SERIES TRUST545.6K shares8.95%2025-09-302025-11-12history
IHDG WISDOMTREE TR271.0K shares2.77%2025-09-302025-11-12history
Sponsored
SCHO SCHWAB STRATEGIC TR493.5K shares1.40%2025-09-302025-11-12history
ORCL ORACLE CORP46.3K shares-3.06%2025-09-302025-11-12history
COST COSTCO WHSL CORP NEW12.3K shares6.51%2025-09-302025-11-12history
PANW PALO ALTO NETWORKS INC51.6K shares4.03%2025-09-302025-11-12history
VB VANGUARD INDEX FDS43.6K shares1.19%2025-09-302025-11-12history
QQQ INVESCO QQQ TR17.3K shares1.10%2025-09-302025-11-12history
LRCX LAM RESEARCH CORP65.8K shares-1.04%2025-09-302025-11-12history
VO VANGUARD INDEX FDS35.2K shares3.17%2025-09-302025-11-12history
Sponsored
JPM JPMORGAN CHASE & CO.32.0K shares3.82%2025-09-302025-11-12history
AVUV AMERICAN CENTY ETF TR97.8K shares0.03%2025-09-302025-11-12history
USIG ISHARES TR183.0K shares14.23%2025-09-302025-11-12history
GOVT ISHARES TR392.8K shares12.57%2025-09-302025-11-12history
PKG PACKAGING CORP AMER46.1K shares0.00%2025-09-302025-11-12history
AMD ADVANCED MICRO DEVICES INC34.7K shares2.82%2025-09-302025-11-12history
RUN SUNRUN INC439.6K shares57.94%2025-09-302025-11-12history
SCHA SCHWAB STRATEGIC TR307.3K shares-0.84%2025-09-302025-11-12history
Sponsored
HQY HEALTHEQUITY INC90.5K shares-0.02%2025-09-302025-11-12history
DFAE DIMENSIONAL ETF TRUST261.1K shares-9.78%2025-09-302025-11-12history
PULS PGIM ETF TR172.0K shares14.01%2025-09-302025-11-12history
STGW STAGWELL INC1.8M shares0.00%2025-09-302025-11-12history
FBND FIDELITY MERRIMACK STR TR175.8K shares1.21%2025-09-302025-11-12history
GOOGL ALPHABET INC28.5K shares-1.27%2025-09-302025-11-12history
CRM SALESFORCE INC30.7K shares4.12%2025-09-302025-11-12history
SGOV ISHARES TR77.1K shares11.02%2025-09-302025-11-12history
Sponsored
JPST J P MORGAN EXCHANGE TRADED F152.4K shares7.45%2025-09-302025-11-12history
SNOW SNOWFLAKE INC27.5K shares3.85%2025-09-302025-11-12history
VSS VANGUARD INTL EQUITY INDEX F53.2K shares-6.25%2025-09-302025-11-12history
BRK.B BERKSHIRE HATHAWAY INC DEL15.8K shares8.81%2025-09-302025-11-12history
SHOP SHOPIFY INC43.0K shares-6.41%2025-09-302025-11-12history
PEP PEPSICO INC51.2K shares3.74%2025-09-302025-11-12history
IGSB ISHARES TR139.1K shares7.27%2025-09-302025-11-12history
SPSM SPDR SERIES TRUST158.6K shares-1.70%2025-09-302025-11-12history
Sponsored
V VISA INC21.6K shares-0.51%2025-09-302025-11-12history
BKLN INVESCO EXCH TRADED FD TR II347.9K shares13.42%2025-09-302025-11-12history
ATO ATMOS ENERGY CORP41.9K shares3.35%2025-09-302025-11-12history
ABBV ABBVIE INC33.9K shares3.06%2025-09-302025-11-12history
CSCO CISCO SYS INC96.1K shares2.66%2025-09-302025-11-12history
WMT WALMART INC70.3K shares6.31%2025-09-302025-11-12history
XLK SELECT SECTOR SPDR TR23.6K shares2.32%2025-09-302025-11-12history
CRWD CROWDSTRIKE HLDGS INC12.5K shares4.12%2025-09-302025-11-12history
Sponsored
LLY ELI LILLY & CO7.4K shares2.64%2025-09-302025-11-12history
CVX CHEVRON CORP NEW41.7K shares3.95%2025-09-302025-11-12history
BAC BANK AMERICA CORP118.5K shares2.82%2025-09-302025-11-12history
MA MASTERCARD INCORPORATED11.5K shares0.05%2025-09-302025-11-12history
XHLF BONDBLOXX ETF TRUST124.7K shares0.13%2025-09-302025-11-12history
CME CME GROUP INC23.6K shares5.75%2025-09-302025-11-12history
VZ VERIZON COMMUNICATIONS INC157.8K shares2.78%2025-09-302025-11-12history
BND VANGUARD BD INDEX FDS83.9K shares-20.74%2025-09-302025-11-12history
Sponsored
NRG NRG ENERGY INC34.6K shares4.39%2025-09-302025-11-12history
IBM INTERNATIONAL BUSINESS MACHS19.8K shares2.90%2025-09-302025-11-12history
APP APPLOVIN CORP9.5K shares0.92%2025-09-302025-11-12history
RTX RTX CORPORATION33.8K shares-0.02%2025-09-302025-11-12history
MC MOELIS & CO93.8K shares5.13%2025-09-302025-11-12history
DBEF DBX ETF TR123.4K shares-0.63%2025-09-302025-11-12history
VMBS VANGUARD SCOTTSDALE FDS125.8K shares16.82%2025-09-302025-11-12history
HD HOME DEPOT INC15.5K shares3.85%2025-09-302025-11-12history
Sponsored
ANET ARISTA NETWORKS INC37.2K shares4.57%2025-09-302025-11-12history
UBER UBER TECHNOLOGIES INC56.9K shares13.23%2025-09-302025-11-12history
INTU INTUIT8.4K shares10.04%2025-09-302025-11-12history
SCHG SCHWAB STRATEGIC TR169.0K shares-0.21%2025-09-302025-11-12history
SCHD SCHWAB STRATEGIC TR210.1K shares-4.87%2025-09-302025-11-12history
ESS ESSEX PPTY TR INC21.6K shares8.34%2025-09-302025-11-12history
QCOM QUALCOMM INC30.3K shares3.42%2025-09-302025-11-12history
TSLA TESLA INC11.6K shares-3.83%2025-09-302025-11-12history
Sponsored
BUFB INNOVATOR ETFS TRUST148.8K shares2.13%2025-09-302025-11-12history
MDT MEDTRONIC PLC59.4K shares3.91%2025-09-302025-11-12history
XOM EXXON MOBIL CORP46.8K shares6.35%2025-09-302025-11-12history
FIX COMFORT SYS USA INC5.4K shares-18.23%2025-09-302025-11-12history
ABNB AIRBNB INC41.3K shares3.88%2025-09-302025-11-12history
ISRG INTUITIVE SURGICAL INC9.6K shares-3.16%2025-09-302025-11-12history
CMI CUMMINS INC11.9K shares2.38%2025-09-302025-11-12history
VRTX VERTEX PHARMACEUTICALS INC12.2K shares-5.96%2025-09-302025-11-12history
Sponsored
TEM TEMPUS AI INC58.0K shares2.96%2025-09-302025-11-12history
VGT VANGUARD WORLD FD6.4K shares-2.14%2025-09-302025-11-12history
ZTS ZOETIS INC35.0K shares4.36%2025-09-302025-11-12history
MCD MCDONALDS CORP16.9K shares6.01%2025-09-302025-11-12history
DIS DISNEY WALT CO43.8K shares-10.06%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON26.3K shares1.54%2025-09-302025-11-12history
EMR EMERSON ELEC CO34.9K shares6.13%2025-09-302025-11-12history
MCO MOODYS CORP9.9K shares8.60%2025-09-302025-11-12history
Sponsored
DFAR DIMENSIONAL ETF TRUST205.4K shares-14.03%2025-09-302025-11-12history
PM PHILIP MORRIS INTL INC33.1K shares0.93%2025-09-302025-11-12history
CELH CELSIUS HLDGS INC79.5K shares0.49%2025-09-302025-11-12history
ACN ACCENTURE PLC IRELAND18.9K shares-1.21%2025-09-302025-11-12history
VIG VANGUARD SPECIALIZED FUNDS21.6K shares-4.93%2025-09-302025-11-12history
VGLT VANGUARD SCOTTSDALE FDS78.9K shares16.61%2025-09-302025-11-12history
VWOB VANGUARD WHITEHALL FDS66.3K shares8.87%2025-09-302025-11-12history
AXP AMERICAN EXPRESS CO12.3K shares4.63%2025-09-302025-11-12history
Sponsored
BIL SPDR SERIES TRUST48.4K shares-7.00%2025-09-302025-11-12history
ADBE ADOBE INC12.9K shares0.85%2025-09-302025-11-12history
ADP AUTOMATIC DATA PROCESSING IN16.9K shares6.61%2025-09-302025-11-12history
AMCR AMCOR PLC553.3K shares13.59%2025-09-302025-11-12history
SCHM SCHWAB STRATEGIC TR145.5K shares-1.13%2025-09-302025-11-12history
FREL FIDELITY COVINGTON TRUST157.1K shares4.14%2025-09-302025-11-12history
PYPL PAYPAL HLDGS INC61.5K shares-10.33%2025-09-302025-11-12history
VST VISTRA CORP21.6K shares4.06%2025-09-302025-11-12history
Sponsored
UNH UNITEDHEALTH GROUP INC12.5K shares7.64%2025-09-302025-11-12history
SYK STRYKER CORPORATION11.5K shares9.40%2025-09-302025-11-12history
APD AIR PRODS & CHEMS INC17.1K shares7.67%2025-09-302025-11-12history
IWF ISHARES TR8.4K shares4.28%2025-09-302025-11-12history
VIK VIKING HOLDINGS LTD67.5K shares3.39%2025-09-302025-11-12history
LMT LOCKHEED MARTIN CORP8.2K shares3.63%2025-09-302025-11-12history
BX BLACKSTONE INC27.3K shares-17.06%2025-09-302025-11-12history
KO COCA COLA CO57.7K shares4.25%2025-09-302025-11-12history
Sponsored
SAP SAP SE14.6K shares-6.00%2025-09-302025-11-12history
AMGN AMGEN INC13.0K shares7.03%2025-09-302025-11-12history
EW EDWARDS LIFESCIENCES CORP46.3K shares-13.56%2025-09-302025-11-12history
FTNT FORTINET INC43.8K sharesnew addition2025-09-302025-11-12history
SCHF SCHWAB STRATEGIC TR160.4K shares0.24%2025-09-302025-11-12history
DFSD DIMENSIONAL ETF TRUST77.0K shares-6.52%2025-09-302025-11-12history
UNP UNION PAC CORP16.5K shares4.96%2025-09-302025-11-12history
GD GENERAL DYNAMICS CORP10.6K shares3.87%2025-09-302025-11-12history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC17.3K shares4.58%2025-09-302025-11-12history
FALN ISHARES TR130.2K shares4.31%2025-09-302025-11-12history
VEEV VEEVA SYS INC11.9K shares4.59%2025-09-302025-11-12history
IMCG ISHARES TR41.6K shares2.40%2025-09-302025-11-12history
TSM TAIWAN SEMICONDUCTOR MFG LTD11.1K shares2.37%2025-09-302025-11-12history
PGR PROGRESSIVE CORP16.3K shares7.90%2025-09-302025-11-12history
EMBJ EMBRAER S.A.51.2K shares1.54%2025-09-302025-11-12history
VBR VANGUARD INDEX FDS15.7K shares-2.45%2025-09-302025-11-12history
Sponsored
FNDF SCHWAB STRATEGIC TR72.6K shares2.11%2025-09-302025-11-12history
OWL BLUE OWL CAPITAL INC194.0K sharesnew addition2025-09-302025-11-12history
IVV ISHARES TR4.6K shares102.90%2025-09-302025-11-12history
STRL STERLING INFRASTRUCTURE INC7.9K shares7.16%2025-09-302025-11-12history
CW CURTISS WRIGHT CORP5.1K shares2.86%2025-09-302025-11-12history
CBOE CBOE GLOBAL MKTS INC12.3K shares1.76%2025-09-302025-11-12history
JEPI J P MORGAN EXCHANGE TRADED F52.8K shares1.47%2025-09-302025-11-12history
ELF E L F BEAUTY INC24.3K shares-2.93%2025-09-302025-11-12history
Sponsored
RBRK RUBRIK INC.38.3K shares5.54%2025-09-302025-11-12history
ASML ASML HOLDING N V2.6K shares-1.83%2025-09-302025-11-12history
DXJ WISDOMTREE TR20.7K shares1.28%2025-09-302025-11-12history
HLF HERBALIFE LTD345.4K shares25.45%2025-09-302025-11-12history
EXR EXTRA SPACE STORAGE INC20.9K shares-1.26%2025-09-302025-11-12history
WM WASTE MGMT INC DEL13.9K shares6.53%2025-09-302025-11-12history
DHR DANAHER CORPORATION12.1K shares8.91%2025-09-302025-11-12history
TDG TRANSDIGM GROUP INC2.0K shares3.58%2025-09-302025-11-12history
Sponsored
CYBR CYBERARK SOFTWARE LTD4.9K shares2.87%2025-09-302025-11-12history
WFC WELLS FARGO CO NEW28.9K shares-0.92%2025-09-302025-11-12history
BBVA BANCO BILBAO VIZCAYA ARGENTA124.1K shares1.19%2025-09-302025-11-12history
VYM VANGUARD WHITEHALL FDS17.6K shares-0.62%2025-09-302025-11-12history
O REALTY INCOME CORP39.9K sharesnew addition2025-09-302025-11-12history
FICO FAIR ISAAC CORP1.4K shares2.85%2025-09-302025-11-12history
STE STERIS PLC9.5K shares4.88%2025-09-302025-11-12history
MUFG MITSUBISHI UFJ FINL GROUP IN145.6K shares-0.43%2025-09-302025-11-12history
Sponsored
HMY HARMONY GOLD MINING CO LTD135.9K shares4.29%2025-09-302025-11-12history
VGIT VANGUARD SCOTTSDALE FDS36.4K shares-19.56%2025-09-302025-11-12history
LOW LOWES COS INC9.2K shares-2.64%2025-09-302025-11-12history
SCHZ SCHWAB STRATEGIC TR91.4K shares0.73%2025-09-302025-11-12history
SLYV SPDR SERIES TRUST24.0K shares-2.37%2025-09-302025-11-12history
SILA SILA REALTY TRUST INC89.9K shares-4.30%2025-09-302025-11-12history
SE SEA LTD13.1K shares-1.00%2025-09-302025-11-12history
VTIP VANGUARD MALVERN FDS40.8K shares-20.75%2025-09-302025-11-12history
Sponsored
GFI GOLD FIELDS LTD53.7K shares5.45%2025-09-302025-11-12history
BCS BARCLAYS PLC94.3K shares3.20%2025-09-302025-11-12history
NVT NVENT ELECTRIC PLC17.8K shares4.31%2025-09-302025-11-12history
PG PROCTER AND GAMBLE CO13.5K shares-48.75%2025-09-302025-11-12history
CGDV CAPITAL GROUP DIVIDEND VALUE45.9K shares30.80%2025-09-302025-11-12history
CMG CHIPOTLE MEXICAN GRILL INC61.6K shares7.26%2025-09-302025-11-12history
ENB ENBRIDGE INC41.6K shares-1.20%2025-09-302025-11-12history
NFLX NETFLIX INC1.8K shares-3.46%2025-09-302025-11-12history
Sponsored
PLTU DIREXION SHS ETF TR15.0K shares0.00%2025-09-302025-11-12history
SONY SONY GROUP CORP67.8K shares1.34%2025-09-302025-11-12history
CYD CHINA YUCHAI INTL LTD50.1K sharesnew addition2025-09-302025-11-12history
MEDP MEDPACE HLDGS INC3.2K shares4.75%2025-09-302025-11-12history
VNET VNET GROUP INC183.5K shares-5.74%2025-09-302025-11-12history
COO COOPER COS INC26.2K shares3.73%2025-09-302025-11-12history
TIGR UP FINTECH HLDG LTD164.1K shares-7.65%2025-09-302025-11-12history
RMBS RAMBUS INC DEL16.8K shares2.91%2025-09-302025-11-12history
Sponsored
GE GE AEROSPACE5.7K shares7.55%2025-09-302025-11-12history
UL UNILEVER PLC29.0K shares-0.56%2025-09-302025-11-12history
FUTU FUTU HLDGS LTD9.0K shares0.93%2025-09-302025-11-12history
MU MICRON TECHNOLOGY INC7.4K shares8.22%2025-09-302025-11-12history
FSK FS KKR CAP CORP113.4K shares-1.52%2025-09-302025-11-12history
VIRT VIRTU FINL INC48.9K shares1.27%2025-09-302025-11-12history
AVDV AMERICAN CENTY ETF TR19.1K shares1.04%2025-09-302025-11-12history
NVDL GRANITESHARES ETF TR15.0K shares0.00%2025-09-302025-11-12history
Sponsored
WRB BERKLEY W R CORP23.4K shares1.27%2025-09-302025-11-12history
TDY TELEDYNE TECHNOLOGIES INC3.2K shares0.84%2025-09-302025-11-12history
PJT PJT PARTNERS INC10.2K shares-1.82%2025-09-302025-11-12history
VTI VANGUARD INDEX FDS4.9K shares-8.56%2025-09-302025-11-12history
VMI VALMONT INDS INC3.9K shares5.39%2025-09-302025-11-12history
EDGI ADVISORS INNER CIRCLE FD II57.0K shares23.98%2025-09-302025-11-12history
CRH CRH PLC13.4K shares3.50%2025-09-302025-11-12history
BUFF INNOVATOR ETFS TRUST32.1K shares-3.49%2025-09-302025-11-12history
Sponsored
VNQ VANGUARD INDEX FDS17.4K shares-1.22%2025-09-302025-11-12history
BJ BJS WHSL CLUB HLDGS INC17.0K shares5.35%2025-09-302025-11-12history
POOL POOL CORP6.0K shares1.22%2025-09-302025-11-12history
VTV VANGUARD INDEX FDS8.3K shares4.03%2025-09-302025-11-12history
PODD INSULET CORP4.8K shares5.61%2025-09-302025-11-12history
PTC PTC INC7.7K shares5.19%2025-09-302025-11-12history
MKL MARKEL GROUP INC770 shares3.36%2025-09-302025-11-12history
KEP KOREA ELEC PWR CORP93.3K shares6.69%2025-09-302025-11-12history
Sponsored
OLLI OLLIES BARGAIN OUTLET HLDGS12.0K shares-0.75%2025-09-302025-11-12history
CPRT COPART INC34.5K shares5.67%2025-09-302025-11-12history
IJH ISHARES TR22.8K shares5.93%2025-09-302025-11-12history
ASND ASCENDIS PHARMA A/S7.3K shares2.17%2025-09-302025-11-12history
BXSL BLACKSTONE SECD LENDING FD55.3K shares-22.14%2025-09-302025-11-12history
VUG VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-11-12history
BVN COMPANIA DE MINAS BUENAVENTU65.9K sharesnew addition2025-09-302025-11-12history
SBSW SIBANYE STILLWATER LTD137.9K sharesnew addition2025-09-302025-11-12history
Sponsored
ALLE ALLEGION PLC8.8K shares-1.03%2025-09-302025-11-12history
PECO PHILLIPS EDISON & CO INC42.5K shares-26.46%2025-09-302025-11-12history
NET CLOUDFLARE INC5.8K shares1.91%2025-09-302025-11-12history
RELX RELX PLC32.4K shares-42.59%2025-09-302025-11-12history
OTIS OTIS WORLDWIDE CORP15.9K shares5.73%2025-09-302025-11-12history
ETN EATON CORP PLC3.7K shares1.44%2025-09-302025-11-12history
AVLV AMERICAN CENTY ETF TR19.4K shares2.81%2025-09-302025-11-12history
AXIL AXIL BRANDS INC245.2K shares46.08%2025-09-302025-11-12history
Sponsored
ABT ABBOTT LABS11.4K shares-19.88%2025-09-302025-11-12history
RYAAY RYANAIR HOLDINGS PLC21.6K shares4.88%2025-09-302025-11-12history
TSCO TRACTOR SUPPLY CO26.5K shares6.40%2025-09-302025-11-12history
IWD ISHARES TR6.7K shares7.49%2025-09-302025-11-12history
TPYP TORTOISE CAPITAL SERIES TRUS39.4K shares5.63%2025-09-302025-11-12history
SMFG SUMITOMO MITSUI FINL GROUP I82.2K shares2.10%2025-09-302025-11-12history
HALO HALOZYME THERAPEUTICS INC19.8K shares3.79%2025-09-302025-11-12history
ACWX ISHARES TR19.5K shares0.00%2025-09-302025-11-12history
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VEA VANGUARD TAX-MANAGED FDS21.2K shares-3.35%2025-09-302025-11-12history
EDGH ADVISORS INNER CIRCLE FD II44.4K shares38.90%2025-09-302025-11-12history
LIN LINDE PLC3.1K shares3.83%2025-09-302025-11-12history
MELI MERCADOLIBRE INC550 shares-6.14%2025-09-302025-11-12history
CX CEMEX SAB DE CV125.1K sharesnew addition2025-09-302025-11-12history
KT KT CORP67.1K shares3.22%2025-09-302025-11-12history
BAM BROOKFIELD ASSET MANAGMT LTD23.1K shares3.33%2025-09-302025-11-12history
TTE TOTALENERGIES SE19.9K shares5.15%2025-09-302025-11-12history
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FCN FTI CONSULTING INC7.4K shares2.30%2025-09-302025-11-12history
NVO NOVO-NORDISK A S24.8K shares4.74%2025-09-302025-11-12history
SPYI NEOS ETF TRUST22.8K shares20.23%2025-09-302025-11-12history
SHYG ISHARES TR28.2K shares-21.88%2025-09-302025-11-12history
RGEN REPLIGEN CORP7.9K shares56.45%2025-09-302025-11-12history
VIV TELEFONICA BRASIL SA98.6K sharesnew addition2025-09-302025-11-12history
GLD SPDR GOLD TR3.1K shares-0.79%2025-09-302025-11-12history
GRFS GRIFOLS S A122.6K sharesnew addition2025-09-302025-11-12history
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BTI BRITISH AMERN TOB PLC21.7K sharesnew addition2025-09-302025-11-12history
GS GOLDMAN SACHS GROUP INC1.4K shares6.41%2025-09-302025-11-12history
MRK MERCK & CO INC13.7K shares-63.90%2025-09-302025-11-12history
CION CION INVT CORP123.2K shares-7.27%2025-09-302025-11-12history
AEG AEGON LTD148.3K shares3.36%2025-09-302025-11-12history
AHR AMERICAN HEALTHCARE REIT INC24.2K shares-1.18%2025-09-302025-11-12history
AMAT APPLIED MATLS INC4.6K shares-4.96%2025-09-302025-11-12history
BMI BADGER METER INC5.9K shares3.10%2025-09-302025-11-12history
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BA BOEING CO5.2K shares-11.15%2025-09-302025-11-12history
AVEM AMERICAN CENTY ETF TR13.6K shares2.72%2025-09-302025-11-12history
BSY BENTLEY SYS INC21.2K shares-0.24%2025-09-302025-11-12history
JEPQ J P MORGAN EXCHANGE TRADED F17.9K shares-2.90%2025-09-302025-11-12history
LECO LINCOLN ELEC HLDGS INC4.5K shares5.51%2025-09-302025-11-12history
SCHB SCHWAB STRATEGIC TR39.7K shares0.91%2025-09-302025-11-12history
SAIA SAIA INC3.6K shares7.78%2025-09-302025-11-12history
CHD CHURCH & DWIGHT CO INC11.7K shares8.09%2025-09-302025-11-12history
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PEN PENUMBRA INC4.5K shares39.49%2025-09-302025-11-12history
RRC RANGE RES CORP27.2K shares0.82%2025-09-302025-11-12history
CVS CVS HEALTH CORP12.8K shares-2.67%2025-09-302025-11-12history
JNK SPDR SERIES TRUST10.3K shares-12.90%2025-09-302025-11-12history
CVLT COMMVAULT SYS INC7.1K shares1.58%2025-09-302025-11-12history
C CITIGROUP INC9.7K shares-9.51%2025-09-302025-11-12history
IONQ IONQ INC16.8K shares45.21%2025-09-302025-11-12history
SNPS SYNOPSYS INC2.2K shares44.67%2025-09-302025-11-12history
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PBH PRESTIGE CONSMR HEALTHCARE I15.9K shares-0.72%2025-09-302025-11-12history
VEON VEON LTD19.8K sharesnew addition2025-09-302025-11-12history
BOOT BOOT BARN HLDGS INC4.9K sharesnew addition2025-09-302025-11-12history
RSP INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2025-09-302025-11-12history
PAC GRUPO AEROPUERTO DEL PACIFIC4.4K sharesnew addition2025-09-302025-11-12history
HWKN HAWKINS INC7.1K shares7.67%2025-09-302025-11-12history
CDW CDW CORP5.8K shares6.11%2025-09-302025-11-12history
ENTG ENTEGRIS INC9.8K shares5.10%2025-09-302025-11-12history
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EXLS EXLSERVICE HOLDINGS INC22.8K shares26.01%2025-09-302025-11-12history
CWAN CLEARWATER ANALYTICS HLDGS I49.2K shares4.26%2025-09-302025-11-12history
QQQI NEOS ETF TRUST15.9K shares120.79%2025-09-302025-11-12history
MS MORGAN STANLEY5.4K shares-2.79%2025-09-302025-11-12history
MSCI MSCI INC1.5K shares-10.45%2025-09-302025-11-12history
JPC NUVEEN PFD & INCOME OPPORTUN106.9K shares46.41%2025-09-302025-11-12history
MORN MORNINGSTAR INC4.1K shares0.39%2025-09-302025-11-12history
OBDC BLUE OWL CAPITAL CORPORATION65.6K shares84.44%2025-09-302025-11-12history
Sponsored
KC KINGSOFT CLOUD HLDGS LTD67.6K shares2.03%2025-09-302025-11-12history
SBUX STARBUCKS CORP10.5K shares-7.58%2025-09-302025-11-12history
MMM 3M CO5.2K shares2.67%2025-09-302025-11-12history
JKHY HENRY JACK & ASSOC INC5.6K shares6.55%2025-09-302025-11-12history
YSG YATSEN HLDG LTD129.7K shares6.07%2025-09-302025-11-12history
PDI PIMCO DYNAMIC INCOME FD45.1K shares36.85%2025-09-302025-11-12history
TYL TYLER TECHNOLOGIES INC1.8K shares4.21%2025-09-302025-11-12history
UFPT UFP TECHNOLOGIES INC4.1K shares2.26%2025-09-302025-11-12history
Sponsored
APH AMPHENOL CORP NEW5.7K shares66.90%2025-09-302025-11-12history
DUOL DUOLINGO INC3.0K shares1.58%2025-09-302025-11-12history
AVY AVERY DENNISON CORP4.5K shares5.15%2025-09-302025-11-12history
RBC RBC BEARINGS INC1.9K shares-5.85%2025-09-302025-11-12history
CCB COASTAL FINL CORP WA7.3K shares-11.92%2025-09-302025-11-12history
DECK DECKERS OUTDOOR CORP9.7K shares9.07%2025-09-302025-11-12history
GEV GE VERNOVA INC1.4K shares2.50%2025-09-302025-11-12history
IDXX IDEXX LABS INC1.1K shares-6.28%2025-09-302025-11-12history
Sponsored
SCHC SCHWAB STRATEGIC TR17.1K sharesnew addition2025-09-302025-11-12history
CAT CATERPILLAR INC1.4K shares-15.31%2025-09-302025-11-12history
IWM ISHARES TR3.1K shares-3.48%2025-09-302025-11-12history
GLW CORNING INC8.8K shares-30.48%2025-09-302025-11-12history
LKQ LKQ CORP24.9K shares10.83%2025-09-302025-11-12history
SHY ISHARES TR9.1K shares-53.96%2025-09-302025-11-12history
GWRE GUIDEWIRE SOFTWARE INC3.3K shares-8.26%2025-09-302025-11-12history
USMV ISHARES TR8.1K shares3.19%2025-09-302025-11-12history
Sponsored
TRNO TERRENO RLTY CORP12.9K shares5.51%2025-09-302025-11-12history
TMO THERMO FISHER SCIENTIFIC INC1.3K shares-40.64%2025-09-302025-11-12history
SPHQ INVESCO EXCHANGE TRADED FD T9.9K shares19.68%2025-09-302025-11-12history
CASY CASEYS GEN STORES INC1.4K shares-10.20%2025-09-302025-11-12history
KNSL KINSALE CAP GROUP INC1.9K shares5.98%2025-09-302025-11-12history
AVTR AVANTOR INC61.6K shares6.37%2025-09-302025-11-12history
AON AON PLC2.1K shares-25.76%2025-09-302025-11-12history
SPEM SPDR INDEX SHS FDS15.0K shares-25.30%2025-09-302025-11-12history
Sponsored
PTY PIMCO CORPORATE & INCOME OPP51.6K shares0.29%2025-09-302025-11-12history
CART MAPLEBEAR INC18.7K shares0.19%2025-09-302025-11-12history
VGSH VANGUARD SCOTTSDALE FDS11.7K shares-4.09%2025-09-302025-11-12history
DOMO DOMO INC48.9K shares0.00%2025-09-302025-11-12history
GILD GILEAD SCIENCES INC5.6K shares-1.87%2025-09-302025-11-12history
DEO DIAGEO PLC7.3K shares3.81%2025-09-302025-11-12history
VRP INVESCO EXCH TRADED FD TR II27.5K shares0.17%2025-09-302025-11-12history
OKLO OKLO INC5.3K shares19.39%2025-09-302025-11-12history
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VV VANGUARD INDEX FDS2.1K shares0.62%2025-09-302025-11-12history
XONE BONDBLOXX ETF TRUST13.4K shares-0.37%2025-09-302025-11-12history
SPSC SPS COMM INC8.0K shares2.79%2025-09-302025-11-12history
SYY SYSCO CORP9.0K shares-6.16%2025-09-302025-11-12history
FCX FREEPORT-MCMORAN INC15.8K shares-5.83%2025-09-302025-11-12history
FTI TECHNIPFMC PLC15.4K shares-11.57%2025-09-302025-11-12history
PFF ISHARES TR19.5K shares-19.38%2025-09-302025-11-12history
AVIG AMERICAN CENTY ETF TR14.4K shares1.63%2025-09-302025-11-12history
Sponsored
FLOT ISHARES TR11.9K shares0.08%2025-09-302025-11-12history
DFAX DIMENSIONAL ETF TRUST18.6K shares-11.67%2025-09-302025-11-12history
SHW SHERWIN WILLIAMS CO1.7K shares5.88%2025-09-302025-11-12history
BIV VANGUARD BD INDEX FDS7.5K shares132.83%2025-09-302025-11-12history
CL COLGATE PALMOLIVE CO7.8K shares0.44%2025-09-302025-11-12history
EDGF ADVISORS INNER CIRCLE FD II23.4K shares75.55%2025-09-302025-11-12history
CGGR CAPITAL GROUP GROWTH ETF13.0K shares71.47%2025-09-302025-11-12history
CRDO CREDO TECHNOLOGY GROUP HOLDI3.2K sharesnew addition2025-09-302025-11-12history
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AES AES CORP42.0K shares-15.32%2025-09-302025-11-12history
SPG SIMON PPTY GROUP INC NEW3.2K shares5.52%2025-09-302025-11-12history
EPAM EPAM SYS INC3.5K shares18.12%2025-09-302025-11-12history
BSJQ INVESCO EXCH TRD SLF IDX FD24.0K shares0.94%2025-09-302025-11-12history
BMY BRISTOL-MYERS SQUIBB CO12.0K shares-5.58%2025-09-302025-11-12history
CGBL CAPITAL GROUP CORE BALANCED15.9K shares33.26%2025-09-302025-11-12history
INTC INTEL CORP13.9K shares30.96%2025-09-302025-11-12history
EDGU ADVISORS INNER CIRCLE FD II19.0K shares1.67%2025-09-302025-11-12history
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IVW ISHARES TR4.3K shares0.00%2025-09-302025-11-12history
WMB WILLIAMS COS INC9.1K shares-6.98%2025-09-302025-11-12history
ICF ISHARES TR8.9K shares0.00%2025-09-302025-11-12history
AEM AGNICO EAGLE MINES LTD3.3K shares-14.73%2025-09-302025-11-12history
GLDM WORLD GOLD TR6.7K shares-14.64%2025-09-302025-11-12history
AIG AMERICAN INTL GROUP INC6.8K shares-11.42%2025-09-302025-11-12history
TIP ISHARES TR4.8K shares-10.44%2025-09-302025-11-12history
GIS GENERAL MLS INC11.4K shares-0.83%2025-09-302025-11-12history
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THC TENET HEALTHCARE CORP2.6K shares-9.31%2025-09-302025-11-12history
BSX BOSTON SCIENTIFIC CORP5.4K shares-6.27%2025-09-302025-11-12history
CI THE CIGNA GROUP2.0K shares-1.36%2025-09-302025-11-12history
HON HONEYWELL INTL INC2.6K shares4.74%2025-09-302025-11-12history
OXY OCCIDENTAL PETE CORP12.7K shares-0.22%2025-09-302025-11-12history
PCG PG&E CORP32.6K shares-12.05%2025-09-302025-11-12history
DUK DUKE ENERGY CORP NEW4.1K shares-2.34%2025-09-302025-11-12history
EVR EVERCORE INC1.7K shares-5.99%2025-09-302025-11-12history
Sponsored
AMT AMERICAN TOWER CORP NEW2.8K shares-8.46%2025-09-302025-11-12history
MPC MARATHON PETE CORP2.5K shares-12.62%2025-09-302025-11-12history
NOC NORTHROP GRUMMAN CORP863 shares1.65%2025-09-302025-11-12history
IWN ISHARES TR2.8K shares0.22%2025-09-302025-11-12history
IXUS ISHARES TR5.9K shares0.41%2025-09-302025-11-12history
DFGR DIMENSIONAL ETF TRUST18.3K shares16.83%2025-09-302025-11-12history
JLL JONES LANG LASALLE INC1.6K shares-1.81%2025-09-302025-11-12history
IWO ISHARES TR1.5K shares0.07%2025-09-302025-11-12history
Sponsored
B BARRICK MNG CORP14.5K shares-20.34%2025-09-302025-11-12history
IJR ISHARES TR4.1K shares42.52%2025-09-302025-11-12history
IBIT ISHARES BITCOIN TRUST ETF7.9K shares30.37%2025-09-302025-11-12history
IEMG ISHARES INC6.9K shares39.96%2025-09-302025-11-12history
LUV SOUTHWEST AIRLS CO15.4K shares7.01%2025-09-302025-11-12history
QTEC FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-09-302025-11-12history
WDAY WORKDAY INC2.0K shares-32.84%2025-09-302025-11-12history
PCOR PROCORE TECHNOLOGIES INC6.2K shares-5.00%2025-09-302025-11-12history
Sponsored
TLTW ISHARES TR19.5K shares0.00%2025-09-302025-11-12history
MET METLIFE INC5.8K shares-11.24%2025-09-302025-11-12history
MTUM ISHARES TR1.8K shares0.00%2025-09-302025-11-12history
CSX CSX CORP12.8K shares-8.98%2025-09-302025-11-12history
SPYM SPDR SERIES TRUST5.7K shares-0.61%2025-09-302025-11-12history
TCHP T ROWE PRICE ETF INC9.0K shares0.00%2025-09-302025-11-12history
WSO WATSCO INC1.3K shares-2.63%2025-09-302025-11-12history
UPS UNITED PARCEL SERVICE INC4.8K shares-0.23%2025-09-302025-11-12history
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TLT ISHARES TR5.0K sharesnew addition2025-09-302025-11-12history
AVMA AMERICAN CENTY ETF TR6.7K shares3.50%2025-09-302025-11-12history
SMPL SIMPLY GOOD FOODS CO21.7K shares2.37%2025-09-302025-11-12history
PJAN INNOVATOR ETFS TRUST9.3K shares0.00%2025-09-302025-11-12history
AOA ISHARES TR4.7K shares28.08%2025-09-302025-11-12history
T AT&T INC17.3K shares-1.48%2025-09-302025-11-12history
STZ CONSTELLATION BRANDS INC3.2K shares65.06%2025-09-302025-11-12history
CRWV COREWEAVE INC3.3K shares6.76%2025-09-302025-11-12history
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SCHW SCHWAB CHARLES CORP4.4K shares-0.61%2025-09-302025-11-12history
JCPB J P MORGAN EXCHANGE TRADED F8.6K shares0.00%2025-09-302025-11-12history
DIA SPDR DOW JONES INDL AVERAGE864 shares0.23%2025-09-302025-11-12history
IJT ISHARES TR2.9K shares6.79%2025-09-302025-11-12history
SOFI SOFI TECHNOLOGIES INC13.0K shares-30.66%2025-09-302025-11-12history
BDX BECTON DICKINSON & CO2.3K shares-7.18%2025-09-302025-11-12history
SRLN SSGA ACTIVE ETF TR9.7K shares10.42%2025-09-302025-11-12history
APPF APPFOLIO INC1.5K shares-6.35%2025-09-302025-11-12history
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CMCSA COMCAST CORP NEW14.4K shares-0.88%2025-09-302025-11-12history
LQD ISHARES TR3.5K shares-6.69%2025-09-302025-11-12history
NEE NEXTERA ENERGY INC4.7K shares-1.09%2025-09-302025-11-12history
PAYC PAYCOM SOFTWARE INC2.1K shares-13.13%2025-09-302025-11-12history
TXN TEXAS INSTRS INC2.3K shares15.37%2025-09-302025-11-12history
SEIX VIRTUS ETF TR II16.0K shares-19.17%2025-09-302025-11-12history
STVN STEVANATO GROUP S P A15.2K shares-6.08%2025-09-302025-11-12history
HYG ISHARES TR4.7K shares-2.04%2025-09-302025-11-12history
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VHT VANGUARD WORLD FD1.4K shares-11.42%2025-09-302025-11-12history
COP CONOCOPHILLIPS4.2K shares-4.43%2025-09-302025-11-12history
ALAB ASTERA LABS INC1.9K shares64.99%2025-09-302025-11-12history
AFL AFLAC INC3.4K shares0.21%2025-09-302025-11-12history
VPU VANGUARD WORLD FD1.9K shares-7.82%2025-09-302025-11-12history
PFFV GLOBAL X FDS16.0K shares0.08%2025-09-302025-11-12history
VDC VANGUARD WORLD FD1.7K shares-6.29%2025-09-302025-11-12history
IDEV ISHARES TR4.4K sharesnew addition2025-09-302025-11-12history
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CWB SPDR SERIES TRUST3.8K shares-6.20%2025-09-302025-11-12history
CSGP COSTAR GROUP INC5.1K shares-11.90%2025-09-302025-11-12history
VCSH VANGUARD SCOTTSDALE FDS4.3K shares0.00%2025-09-302025-11-12history
VIOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-09-302025-11-12history
SPMD SPDR SERIES TRUST6.0K shares0.34%2025-09-302025-11-12history
EFV ISHARES TR5.0K shares-4.76%2025-09-302025-11-12history
EMB ISHARES TR3.5K sharesnew addition2025-09-302025-11-12history
VCIT VANGUARD SCOTTSDALE FDS4.0K shares-25.72%2025-09-302025-11-12history
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FBTC FIDELITY WISE ORIGIN BITCOIN3.6K shares1.57%2025-09-302025-11-12history
BLK BLACKROCK INC311 shares23.41%2025-09-302025-11-12history
LHX L3HARRIS TECHNOLOGIES INC1.1K shares0.44%2025-09-302025-11-12history
OC OWENS CORNING NEW2.7K shares-6.22%2025-09-302025-11-12history
PH PARKER-HANNIFIN CORP419 shares23.96%2025-09-302025-11-12history
CNC CENTENE CORP DEL9.4K shares13.57%2025-09-302025-11-12history
VRSK VERISK ANALYTICS INC1.5K shares-1.14%2025-09-302025-11-12history
IEFA ISHARES TR3.6K shares10.13%2025-09-302025-11-12history
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ATRC ATRICURE INC9.3K shares-5.77%2025-09-302025-11-12history
USB US BANCORP DEL6.8K shares1.38%2025-09-302025-11-12history
YPF YPF SOCIEDAD ANONIMA8.3K shares-85.94%2025-09-302025-11-12history
CSTL CASTLE BIOSCIENCES INC11.7K shares-4.67%2025-09-302025-11-12history
WPM WHEATON PRECIOUS METALS CORP3.1K shares0.00%2025-09-302025-11-12history
MO ALTRIA GROUP INC5.3K shares2.99%2025-09-302025-11-12history
IJK ISHARES TR3.1K shares0.00%2025-09-302025-11-12history
FSV FIRSTSERVICE CORP NEW1.9K shares-5.29%2025-09-302025-11-12history
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NCNO NCINO INC11.1K shares-9.25%2025-09-302025-11-12history
ARCC ARES CAPITAL CORP14.5K shares-3.84%2025-09-302025-11-12history
BN BROOKFIELD CORP6.4K shares36.49%2025-09-302025-11-12history
GGAL GRUPO FINANCIERO GALICIA S.A4.8K shares-88.78%2025-09-302025-11-12history
BSTP INNOVATOR ETFS TRUST7.8K shares-8.01%2025-09-302025-11-12history
PFE PFIZER INC11.7K shares6.58%2025-09-302025-11-12history
IOO ISHARES TR2.3K shares0.00%2025-09-302025-11-12history
SPMB SPDR SERIES TRUST12.7K shares-32.33%2025-09-302025-11-12history
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TJX TJX COS INC NEW2.0K shares7.07%2025-09-302025-11-12history
VTEB VANGUARD MUN BD FDS5.6K shares-1.41%2025-09-302025-11-12history
XLP SELECT SECTOR SPDR TR3.7K shares20.57%2025-09-302025-11-12history
FXY INVESCO CURRENCYSHARES JAPAN4.7K shares0.00%2025-09-302025-11-12history
COF CAPITAL ONE FINL CORP1.3K shares30.13%2025-09-302025-11-12history
IEF ISHARES TR2.9K shares-32.58%2025-09-302025-11-12history
QXO QXO INC15.7K shares-0.46%2025-09-302025-11-12history
IRM IRON MTN INC DEL2.6K shares0.00%2025-09-302025-11-12history
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PFFR ETFIS SER TR I14.5K shares-13.28%2025-09-302025-11-12history
ITW ILLINOIS TOOL WKS INC1.1K shares5.34%2025-09-302025-11-12history
CSMD PROFESIONALLY MANAGED PORTFO7.9K shares-18.33%2025-09-302025-11-12history
TKR TIMKEN CO3.4K shares-5.70%2025-09-302025-11-12history
PAM PAMPA ENERGIA S A3.0K shares-87.23%2025-09-302025-11-12history
MDLZ MONDELEZ INTL INC4.6K shares-8.33%2025-09-302025-11-12history
XLU SELECT SECTOR SPDR TR2.9K shares1.99%2025-09-302025-11-12history
STIP ISHARES TR2.5K shares-33.18%2025-09-302025-11-12history
Sponsored
PRF INVESCO EXCHANGE TRADED FD T5.6K shares-1.35%2025-09-302025-11-12history
SMMD ISHARES TR3.4K shares0.15%2025-09-302025-11-12history
FE FIRSTENERGY CORP5.5K shares-28.05%2025-09-302025-11-12history
SHEL SHELL PLC3.4K shares-2.58%2025-09-302025-11-12history
VXUS VANGUARD STAR FDS3.4K shares-26.56%2025-09-302025-11-12history
BATRK ATLANTA BRAVES HLDGS INC6.1K shares-3.99%2025-09-302025-11-12history
SPMO INVESCO EXCH TRADED FD TR II2.1K sharesnew addition2025-09-302025-11-12history
SOLV SOLVENTUM CORP3.7K shares0.25%2025-09-302025-11-12history
Sponsored
VT VANGUARD INTL EQUITY INDEX F1.7K sharesnew addition2025-09-302025-11-12history
DCI DONALDSON INC2.9K shares-5.57%2025-09-302025-11-12history
AEP AMERICAN ELEC PWR CO INC2.0K shares-8.45%2025-09-302025-11-12history
BMA BANCO MACRO SA2.6K shares-26.29%2025-09-302025-11-12history
AZN ASTRAZENECA PLC2.9K sharesnew addition2025-09-302025-11-12history
PSTP INNOVATOR ETFS TRUST6.7K shares-1.60%2025-09-302025-11-12history
XLE SELECT SECTOR SPDR TR2.6K shares1.84%2025-09-302025-11-12history
ORLY OREILLY AUTOMOTIVE INC2.5K shares11.30%2025-09-302025-11-12history
Sponsored
VBK VANGUARD INDEX FDS767 shares0.00%2025-09-302025-11-12history
XLV SELECT SECTOR SPDR TR1.6K sharesnew addition2025-09-302025-11-12history
USFR WISDOMTREE TR4.6K shares0.00%2025-09-302025-11-12history
SCZ ISHARES TR3.0K shares0.00%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available