The Analysis of Dynamic Advisor Solutions LLC's Holdings
Currently, Dynamic Advisor Solutions LLC holds 932 types of securities in its portfolio with a total value $3.4B. In the most recent quarter, they have increased their positions in XLK (+22.6K shares, valued at $6.4M), VOO (+6.7K shares, valued at $4.1M), SPMO (+32.6K shares, valued at $3.9M); decreased their positions in QQQ (-26.2K shares, valued at $15.7M), VTV (-73.8K shares, valued at $13.8M), IJR (-96.3K shares, valued at $11.4M); initiated new positions in DDTS (+62.1K shares, valued at $1.3M), DDTL (+47.3K shares, valued at $968.2K), RGLD (+4.8K shares, valued at $965.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC453.2K shares2.27%2025-09-302025-10-09
MSFT MICROSOFT CORP150.8K shares0.18%2025-09-302025-10-09
NVDA NVIDIA CORPORATION363.9K shares4.80%2025-09-302025-10-09
DFCF DIMENSIONAL ETF TRUST1.5M shares2.77%2025-09-302025-10-09
SPYM SPDR SERIES TRUST788.8K shares2.99%2025-09-302025-10-09
DFUS DIMENSIONAL ETF TRUST635.2K shares-0.30%2025-09-302025-10-09
FBND FIDELITY MERRIMACK STR TR988.4K shares4.47%2025-09-302025-10-09
DFAC DIMENSIONAL ETF TRUST1.2M shares3.98%2025-09-302025-10-09
AMZN AMAZON COM INC196.7K shares2.55%2025-09-302025-10-09
QQQ INVESCO QQQ TR71.4K shares-26.85%2025-09-302025-10-09
GSLC GOLDMAN SACHS ETF TR325.2K shares1.03%2025-09-302025-10-09
TSLA TESLA INC90.2K shares2.06%2025-09-302025-10-09
IVV ISHARES TR59.3K shares7.27%2025-09-302025-10-09
BND VANGUARD BD INDEX FDS501.7K shares3.00%2025-09-302025-10-09
GOOGL ALPHABET INC139.4K shares0.26%2025-09-302025-10-09
AVGO BROADCOM INC101.2K shares-2.66%2025-09-302025-10-09
SCHX SCHWAB STRATEGIC TR1.3M shares0.87%2025-09-302025-10-09
IEFA ISHARES TR353.0K shares3.69%2025-09-302025-10-09
GTO INVESCO ACTIVELY MANAGED EXC621.6K shares3.81%2025-09-302025-10-09
FNDF SCHWAB STRATEGIC TR687.1K shares-12.39%2025-09-302025-10-09
JPST J P MORGAN EXCHANGE TRADED F570.8K shares-2.33%2025-09-302025-10-09
META META PLATFORMS INC39.0K shares0.47%2025-09-302025-10-09
JHMM JOHN HANCOCK EXCHANGE TRADED427.5K shares1.09%2025-09-302025-10-09
SCHM SCHWAB STRATEGIC TR932.5K shares-2.85%2025-09-302025-10-09
GLD SPDR GOLD TR77.3K shares-4.30%2025-09-302025-10-09
SCHA SCHWAB STRATEGIC TR962.1K shares-4.05%2025-09-302025-10-09
SPIB SPDR SERIES TRUST789.7K shares-5.20%2025-09-302025-10-09
JPM JPMORGAN CHASE & CO.81.8K shares-0.98%2025-09-302025-10-09
UCON FIRST TR EXCHNG TRADED FD VI962.2K shares2.79%2025-09-302025-10-09
DFAI DIMENSIONAL ETF TRUST638.1K shares1.12%2025-09-302025-10-09
MOAT VANECK ETF TRUST227.4K shares-0.09%2025-09-302025-10-09
COST COSTCO WHSL CORP NEW24.0K shares0.51%2025-09-302025-10-09
SHY ISHARES TR256.8K shares8.09%2025-09-302025-10-09
VNLA JANUS DETROIT STR TR408.9K shares2.25%2025-09-302025-10-09
BRK.B BERKSHIRE HATHAWAY INC DEL38.7K shares-4.81%2025-09-302025-10-09
VTI VANGUARD INDEX FDS59.2K shares-6.35%2025-09-302025-10-09
IWM ISHARES TR77.5K shares11.11%2025-09-302025-10-09
HD HOME DEPOT INC45.9K shares2.93%2025-09-302025-10-09
EMGF ISHARES INC327.7K shares1.28%2025-09-302025-10-09
SPY SPDR S&P 500 ETF TR27.5K shares1.70%2025-09-302025-10-09
CVX CHEVRON CORP NEW117.0K shares0.06%2025-09-302025-10-09
DFAS DIMENSIONAL ETF TRUST259.2K shares0.99%2025-09-302025-10-09
VOO VANGUARD INDEX FDS28.6K shares30.88%2025-09-302025-10-09
VCSH VANGUARD SCOTTSDALE FDS216.7K shares0.78%2025-09-302025-10-09
GOOG ALPHABET INC70.6K shares-0.51%2025-09-302025-10-09
FLHY FRANKLIN TEMPLETON ETF TR701.0K shares2.31%2025-09-302025-10-09
DFUV DIMENSIONAL ETF TRUST379.1K shares0.79%2025-09-302025-10-09
DFAE DIMENSIONAL ETF TRUST536.2K shares0.24%2025-09-302025-10-09
JPME J P MORGAN EXCHANGE TRADED F155.6K shares3.08%2025-09-302025-10-09
XLK SELECT SECTOR SPDR TR59.2K shares61.74%2025-09-302025-10-09
VEA VANGUARD TAX-MANAGED FDS276.0K shares1.83%2025-09-302025-10-09
OMFL INVESCO EXCH TRD SLF IDX FD263.0K shares0.45%2025-09-302025-10-09
VWO VANGUARD INTL EQUITY INDEX F286.2K shares2.85%2025-09-302025-10-09
PLTR PALANTIR TECHNOLOGIES INC84.8K shares19.80%2025-09-302025-10-09
WMT WALMART INC145.1K shares4.72%2025-09-302025-10-09
SPSB SPDR SERIES TRUST479.2K shares9.51%2025-09-302025-10-09
DUHP DIMENSIONAL ETF TRUST382.6K shares4.22%2025-09-302025-10-09
ABBV ABBVIE INC60.0K shares2.47%2025-09-302025-10-09
DGRO ISHARES TR200.0K shares-13.56%2025-09-302025-10-09
SHW SHERWIN WILLIAMS CO39.3K shares0.19%2025-09-302025-10-09
JEPI J P MORGAN EXCHANGE TRADED F233.5K shares-4.10%2025-09-302025-10-09
IJH ISHARES TR194.0K shares-38.74%2025-09-302025-10-09
GQRE FLEXSHARES TR207.0K shares4.70%2025-09-302025-10-09
XT ISHARES TR174.8K shares1.00%2025-09-302025-10-09
FVAL FIDELITY COVINGTON TRUST179.9K shares0.95%2025-09-302025-10-09
XOM EXXON MOBIL CORP108.6K shares7.96%2025-09-302025-10-09
DFSD DIMENSIONAL ETF TRUST254.0K shares2.33%2025-09-302025-10-09
V VISA INC35.4K shares2.88%2025-09-302025-10-09
JQUA J P MORGAN EXCHANGE TRADED F182.3K shares-2.25%2025-09-302025-10-09
CAT CATERPILLAR INC23.8K shares0.55%2025-09-302025-10-09
IHDG WISDOMTREE TR245.5K shares3.50%2025-09-302025-10-09
QEFA SPDR INDEX SHS FDS127.8K shares3.63%2025-09-302025-10-09
IUSV ISHARES TR109.1K shares4.39%2025-09-302025-10-09
IYW ISHARES TR55.0K shares1.67%2025-09-302025-10-09
NFLX NETFLIX INC8.5K shares4.50%2025-09-302025-10-09
MA MASTERCARD INCORPORATED18.0K shares1.09%2025-09-302025-10-09
LLY ELI LILLY & CO13.3K shares-7.71%2025-09-302025-10-09
ACWV ISHARES INC83.8K shares-2.70%2025-09-302025-10-09
VTV VANGUARD INDEX FDS53.7K shares-57.88%2025-09-302025-10-09
PRFZ INVESCO EXCHANGE TRADED FD T219.3K shares0.63%2025-09-302025-10-09
DFAR DIMENSIONAL ETF TRUST413.3K shares4.40%2025-09-302025-10-09
LDUR PIMCO ETF TR99.5K shares1.36%2025-09-302025-10-09
JNJ JOHNSON & JOHNSON51.4K shares0.42%2025-09-302025-10-09
SCHD SCHWAB STRATEGIC TR343.1K shares-1.29%2025-09-302025-10-09
MINT PIMCO ETF TR89.9K shares2.11%2025-09-302025-10-09
EMR EMERSON ELEC CO68.3K shares-0.76%2025-09-302025-10-09
SO SOUTHERN CO94.5K shares2.31%2025-09-302025-10-09
CTA SIMPLIFY EXCHANGE TRADED FUN318.6K shares0.33%2025-09-302025-10-09
VYM VANGUARD WHITEHALL FDS62.6K shares8.08%2025-09-302025-10-09
IBM INTERNATIONAL BUSINESS MACHS30.9K shares1.62%2025-09-302025-10-09
VUG VANGUARD INDEX FDS18.1K shares30.95%2025-09-302025-10-09
SCHF SCHWAB STRATEGIC TR372.6K shares2.10%2025-09-302025-10-09
MMIT NEW YORK LIFE INVTS ACTIVE E355.8K shares-0.04%2025-09-302025-10-09
VB VANGUARD INDEX FDS33.3K shares-6.91%2025-09-302025-10-09
DIHP DIMENSIONAL ETF TRUST277.7K shares2.37%2025-09-302025-10-09
BLK BLACKROCK INC7.2K shares-0.01%2025-09-302025-10-09
PEP PEPSICO INC59.0K shares3.09%2025-09-302025-10-09
DON WISDOMTREE TR155.0K shares4.44%2025-09-302025-10-09
VCIT VANGUARD SCOTTSDALE FDS96.0K shares3.03%2025-09-302025-10-09
IGSB ISHARES TR150.8K shares-0.35%2025-09-302025-10-09
BSV VANGUARD BD INDEX FDS99.0K shares26.00%2025-09-302025-10-09
NOC NORTHROP GRUMMAN CORP12.6K shares-0.59%2025-09-302025-10-09
CSCO CISCO SYS INC110.1K shares-1.16%2025-09-302025-10-09
RSP INVESCO EXCHANGE TRADED FD T39.7K shares-2.41%2025-09-302025-10-09
XLU SELECT SECTOR SPDR TR84.9K shares6.79%2025-09-302025-10-09
UNP UNION PAC CORP31.2K shares0.77%2025-09-302025-10-09
IAGG ISHARES TR140.7K shares12.78%2025-09-302025-10-09
CGUS CAPITAL GROUP CORE EQUITY ET182.2K shares-0.96%2025-09-302025-10-09
FREL FIDELITY COVINGTON TRUST257.2K shares6.71%2025-09-302025-10-09
ARES ARES MANAGEMENT CORPORATION44.7K shares-0.20%2025-09-302025-10-09
ASTS AST SPACEMOBILE INC143.0K shares11.00%2025-09-302025-10-09
PANW PALO ALTO NETWORKS INC34.4K shares3.85%2025-09-302025-10-09
PFF ISHARES TR219.1K shares2.29%2025-09-302025-10-09
JEPQ J P MORGAN EXCHANGE TRADED F120.3K shares-7.23%2025-09-302025-10-09
HYLB DBX ETF TR184.8K shares2.02%2025-09-302025-10-09
GE GE AEROSPACE22.6K shares14.17%2025-09-302025-10-09
FIXD FIRST TR EXCHNG TRADED FD VI152.3K shares-0.52%2025-09-302025-10-09
INTU INTUIT9.8K shares5.87%2025-09-302025-10-09
XLY SELECT SECTOR SPDR TR27.0K shares19.76%2025-09-302025-10-09
ADBE ADOBE INC18.3K shares6.05%2025-09-302025-10-09
SOXX ISHARES TR23.6K shares-1.35%2025-09-302025-10-09
FNDC SCHWAB STRATEGIC TR143.4K shares0.42%2025-09-302025-10-09
IQLT ISHARES TR141.5K shares0.24%2025-09-302025-10-09
PWB INVESCO EXCHANGE TRADED FD T49.6K shares-0.28%2025-09-302025-10-09
ORLY OREILLY AUTOMOTIVE INC57.7K shares-0.43%2025-09-302025-10-09
BUFR FIRST TR EXCHNG TRADED FD VI186.0K shares-3.78%2025-09-302025-10-09
SPGI S&P GLOBAL INC12.8K shares2.44%2025-09-302025-10-09
DLR DIGITAL RLTY TR INC35.9K shares1.80%2025-09-302025-10-09
ONEV SPDR SERIES TRUST46.3K shares-1.05%2025-09-302025-10-09
RTX RTX CORPORATION36.8K shares5.76%2025-09-302025-10-09
GILD GILEAD SCIENCES INC55.3K shares0.71%2025-09-302025-10-09
VO VANGUARD INDEX FDS20.8K shares0.32%2025-09-302025-10-09
AMGN AMGEN INC21.6K shares-6.16%2025-09-302025-10-09
CGDV CAPITAL GROUP DIVIDEND VALUE144.7K shares-3.18%2025-09-302025-10-09
VPLS VANGUARD MALVERN FDS77.3K shares3.66%2025-09-302025-10-09
TAXF AMERICAN CENTY ETF TR120.6K shares6.30%2025-09-302025-10-09
ABT ABBOTT LABS45.2K shares17.65%2025-09-302025-10-09
SCHO SCHWAB STRATEGIC TR247.8K shares-2.31%2025-09-302025-10-09
SPMO INVESCO EXCH TRADED FD TR II49.0K shares199.77%2025-09-302025-10-09
VIG VANGUARD SPECIALIZED FUNDS27.3K shares5.82%2025-09-302025-10-09
LAMR LAMAR ADVERTISING CO NEW47.1K shares1.73%2025-09-302025-10-09
DFIS DIMENSIONAL ETF TRUST181.9K shares2.32%2025-09-302025-10-09
SCHG SCHWAB STRATEGIC TR176.5K shares-34.34%2025-09-302025-10-09
IWF ISHARES TR12.0K shares-5.75%2025-09-302025-10-09
AXP AMERICAN EXPRESS CO16.9K shares3.43%2025-09-302025-10-09
NETL ETF SER SOLUTIONS225.5K shares-1.85%2025-09-302025-10-09
BAC BANK AMERICA CORP107.6K shares0.78%2025-09-302025-10-09
LMT LOCKHEED MARTIN CORP11.1K shares-0.50%2025-09-302025-10-09
ICVT ISHARES TR54.7K shares-1.52%2025-09-302025-10-09
TRI THOMSON REUTERS CORP35.1K shares0.90%2025-09-302025-10-09
HON HONEYWELL INTL INC25.9K shares9.99%2025-09-302025-10-09
ROP ROPER TECHNOLOGIES INC10.9K shares3.30%2025-09-302025-10-09
MS MORGAN STANLEY33.9K shares0.44%2025-09-302025-10-09
ICSH ISHARES TR105.4K shares6.36%2025-09-302025-10-09
ING ING GROEP N.V.205.0K shares0.55%2025-09-302025-10-09
GEV GE VERNOVA INC8.6K shares3.42%2025-09-302025-10-09
VZ VERIZON COMMUNICATIONS INC120.0K shares2.57%2025-09-302025-10-09
CGCB CAPITAL GRP FIXED INCM ETF T198.2K shares1.13%2025-09-302025-10-09
IEI ISHARES TR43.5K shares7.58%2025-09-302025-10-09
TSM TAIWAN SEMICONDUCTOR MFG LTD18.6K shares8.74%2025-09-302025-10-09
MCD MCDONALDS CORP16.9K shares0.64%2025-09-302025-10-09
ISRG INTUITIVE SURGICAL INC11.5K shares5.61%2025-09-302025-10-09
DE DEERE & CO11.2K shares-1.20%2025-09-302025-10-09
WCMI FIRST TR EXCHANGE-TRADED FD301.5K shares1.55%2025-09-302025-10-09
KO COCA COLA CO75.4K shares0.75%2025-09-302025-10-09
DHI D R HORTON INC28.8K shares1.74%2025-09-302025-10-09
PG PROCTER AND GAMBLE CO31.6K shares12.73%2025-09-302025-10-09
MO ALTRIA GROUP INC72.5K shares1.53%2025-09-302025-10-09
UNH UNITEDHEALTH GROUP INC13.8K shares-2.41%2025-09-302025-10-09
CSB VICTORY PORTFOLIOS II80.7K shares3.35%2025-09-302025-10-09
CRM SALESFORCE INC19.5K shares-1.71%2025-09-302025-10-09
VGSH VANGUARD SCOTTSDALE FDS78.2K shares0.63%2025-09-302025-10-09
QQQM INVESCO EXCH TRADED FD TR II18.6K shares9.80%2025-09-302025-10-09
SDVY FIRST TR EXCHANGE-TRADED FD119.8K shares1.68%2025-09-302025-10-09
XME SPDR SERIES TRUST48.8K shares3.78%2025-09-302025-10-09
QYLD GLOBAL X FDS263.9K shares-7.94%2025-09-302025-10-09
DIS DISNEY WALT CO39.0K shares-0.06%2025-09-302025-10-09
KLAC KLA CORP4.1K shares23.54%2025-09-302025-10-09
MLPX GLOBAL X FDS70.5K shares-1.37%2025-09-302025-10-09
GOVT ISHARES TR190.7K shares1.17%2025-09-302025-10-09
T AT&T INC155.8K shares1.88%2025-09-302025-10-09
DGRW WISDOMTREE TR48.8K shares7.95%2025-09-302025-10-09
PAYX PAYCHEX INC34.2K shares2.06%2025-09-302025-10-09
PEG PUBLIC SVC ENTERPRISE GRP IN51.8K shares4.40%2025-09-302025-10-09
ORCL ORACLE CORP15.2K shares-7.90%2025-09-302025-10-09
FTCS FIRST TR EXCHANGE-TRADED FD45.5K shares5.01%2025-09-302025-10-09
SDOG ALPS ETF TR70.4K shares0.88%2025-09-302025-10-09
ETN EATON CORP PLC11.3K shares24.48%2025-09-302025-10-09
AXON AXON ENTERPRISE INC5.9K shares6.62%2025-09-302025-10-09
WM WASTE MGMT INC DEL19.0K shares1.00%2025-09-302025-10-09
VPL VANGUARD INTL EQUITY INDEX F47.3K shares-0.07%2025-09-302025-10-09
XLI SELECT SECTOR SPDR TR26.6K shares97.08%2025-09-302025-10-09
XLE SELECT SECTOR SPDR TR45.8K shares3.60%2025-09-302025-10-09
BITO PROSHARES TR206.8K shares7.02%2025-09-302025-10-09
DIVO AMPLIFY ETF TR91.3K shares0.57%2025-09-302025-10-09
DUK DUKE ENERGY CORP NEW32.5K shares2.44%2025-09-302025-10-09
DBEF DBX ETF TR86.0K shares5.13%2025-09-302025-10-09
CGMS CAPITAL GRP FIXED INCM ETF T143.2K shares1.11%2025-09-302025-10-09
GS GOLDMAN SACHS GROUP INC4.9K shares27.76%2025-09-302025-10-09
UL UNILEVER PLC65.8K shares2.58%2025-09-302025-10-09
OWL BLUE OWL CAPITAL INC229.4K shares4.53%2025-09-302025-10-09
PTY PIMCO CORPORATE & INCOME OPP268.9K shares4.03%2025-09-302025-10-09
XLF SELECT SECTOR SPDR TR70.9K shares149.01%2025-09-302025-10-09
PM PHILIP MORRIS INTL INC23.3K shares0.67%2025-09-302025-10-09
AGG ISHARES TR37.6K shares6.57%2025-09-302025-10-09
ANET ARISTA NETWORKS INC25.4K shares5.52%2025-09-302025-10-09
ESGU ISHARES TR25.3K shares-5.61%2025-09-302025-10-09
MRK MERCK & CO INC43.9K shares7.36%2025-09-302025-10-09
BHK BLACKROCK CORE BD TR368.0K shares3.64%2025-09-302025-10-09
VTIP VANGUARD MALVERN FDS72.1K shares2.60%2025-09-302025-10-09
SUB ISHARES TR34.1K shares2.37%2025-09-302025-10-09
HEQT SIMPLIFY EXCHANGE TRADED FUN116.6K shares0.30%2025-09-302025-10-09
AMT AMERICAN TOWER CORP NEW18.9K shares-2.02%2025-09-302025-10-09
TFLO ISHARES TR72.0K shares-20.76%2025-09-302025-10-09
DFIC DIMENSIONAL ETF TRUST110.3K shares17.60%2025-09-302025-10-09
XLV SELECT SECTOR SPDR TR25.9K shares35.69%2025-09-302025-10-09
VOT VANGUARD INDEX FDS12.0K shares6.69%2025-09-302025-10-09
TEQI T ROWE PRICE ETF INC79.7K shares-19.49%2025-09-302025-10-09
FNF FIDELITY NATIONAL FINANCIAL57.2K shares1.65%2025-09-302025-10-09
EAGG ISHARES TR71.9K shares-0.76%2025-09-302025-10-09
SUSB ISHARES TR136.4K shares-2.81%2025-09-302025-10-09
CGGR CAPITAL GROUP GROWTH ETF76.0K shares-14.33%2025-09-302025-10-09
XLC SELECT SECTOR SPDR TR28.1K shares167.39%2025-09-302025-10-09
DYNF BLACKROCK ETF TRUST56.0K shares15.75%2025-09-302025-10-09
EQH EQUITABLE HLDGS INC64.7K shares5.01%2025-09-302025-10-09
AVEM AMERICAN CENTY ETF TR43.6K shares0.88%2025-09-302025-10-09
EPI WISDOMTREE TR72.9K shares8.12%2025-09-302025-10-09
AMD ADVANCED MICRO DEVICES INC19.9K shares6.17%2025-09-302025-10-09
SCHV SCHWAB STRATEGIC TR110.2K shares2.27%2025-09-302025-10-09
BIV VANGUARD BD INDEX FDS40.4K shares93.18%2025-09-302025-10-09
EFA ISHARES TR33.5K shares20.25%2025-09-302025-10-09
VNQ VANGUARD INDEX FDS33.6K shares10.99%2025-09-302025-10-09
JMST J P MORGAN EXCHANGE TRADED F60.1K shares-3.86%2025-09-302025-10-09
MUB ISHARES TR28.5K shares-6.71%2025-09-302025-10-09
HYG ISHARES TR37.0K shares28.26%2025-09-302025-10-09
EPD ENTERPRISE PRODS PARTNERS L94.6K shares3.20%2025-09-302025-10-09
SLV ISHARES SILVER TR69.4K shares2.42%2025-09-302025-10-09
TMO THERMO FISHER SCIENTIFIC INC6.0K shares22.82%2025-09-302025-10-09
VGIT VANGUARD SCOTTSDALE FDS48.4K shares6.02%2025-09-302025-10-09
ARKK ARK ETF TR33.6K shares5.62%2025-09-302025-10-09
SCHR SCHWAB STRATEGIC TR114.6K shares-34.22%2025-09-302025-10-09
PSA PUBLIC STORAGE OPER CO9.9K shares3.89%2025-09-302025-10-09
VTEB VANGUARD MUN BD FDS57.1K shares1.77%2025-09-302025-10-09
WAT WATERS CORP9.5K shares0.83%2025-09-302025-10-09
SNY SANOFI SA59.7K shares2.29%2025-09-302025-10-09
XLP SELECT SECTOR SPDR TR35.7K shares-51.22%2025-09-302025-10-09
SHYD VANECK ETF TRUST121.7K shares11.40%2025-09-302025-10-09
ET ENERGY TRANSFER L P161.5K shares11.46%2025-09-302025-10-09
IWD ISHARES TR13.5K shares-58.69%2025-09-302025-10-09
AVLV AMERICAN CENTY ETF TR38.0K shares1.68%2025-09-302025-10-09
CVS CVS HEALTH CORP36.3K shares-1.46%2025-09-302025-10-09
HYDB ISHARES TR57.1K shares25.84%2025-09-302025-10-09
AVUV AMERICAN CENTY ETF TR27.3K shares1.05%2025-09-302025-10-09
FUTY FIDELITY COVINGTON TRUST47.7K shares9.96%2025-09-302025-10-09
IBIT ISHARES BITCOIN TRUST ETF41.1K shares125.46%2025-09-302025-10-09
BOXX EA SERIES TRUST23.4K shares-13.05%2025-09-302025-10-09
MRSK NORTHERN LIGHTS FD TR74.9K shares-2.30%2025-09-302025-10-09
QCOM QUALCOMM INC15.8K shares-2.69%2025-09-302025-10-09
XTRE BONDBLOXX ETF TRUST52.6K shares65.30%2025-09-302025-10-09
FLSP FRANKLIN TEMPLETON ETF TR98.7K shares10.81%2025-09-302025-10-09
IJR ISHARES TR22.0K shares-81.43%2025-09-302025-10-09
NEE NEXTERA ENERGY INC34.5K shares-4.85%2025-09-302025-10-09
BK BANK NEW YORK MELLON CORP23.9K shares2.01%2025-09-302025-10-09
SPMB SPDR SERIES TRUST115.6K shares-1.32%2025-09-302025-10-09
APP APPLOVIN CORP3.6K shares250.05%2025-09-302025-10-09
SPHQ INVESCO EXCHANGE TRADED FD T35.2K shares0.48%2025-09-302025-10-09
JAAA JANUS DETROIT STR TR50.7K shares15.66%2025-09-302025-10-09
IEMG ISHARES INC39.0K shares8.11%2025-09-302025-10-09
GSSC GOLDMAN SACHS ETF TR34.1K shares-12.91%2025-09-302025-10-09
NVS NOVARTIS AG19.9K shares-2.51%2025-09-302025-10-09
REGL PROSHARES TR29.8K shares6.83%2025-09-302025-10-09
GBCI GLACIER BANCORP INC NEW52.3K shares0.19%2025-09-302025-10-09
ENB ENBRIDGE INC50.0K shares-0.70%2025-09-302025-10-09
SYK STRYKER CORPORATION6.8K shares2.22%2025-09-302025-10-09
CGXU CAPITAL GROUP INTL FOCUS EQT84.8K shares0.04%2025-09-302025-10-09
WFC WELLS FARGO CO NEW29.9K shares12.19%2025-09-302025-10-09
PWR QUANTA SVCS INC6.0K shares4.58%2025-09-302025-10-09
TJX TJX COS INC NEW17.3K shares0.54%2025-09-302025-10-09
SDY SPDR SERIES TRUST17.6K shares-0.87%2025-09-302025-10-09
TLT ISHARES TR27.4K shares-5.54%2025-09-302025-10-09
XSVN BONDBLOXX ETF TRUST50.5K shares77.84%2025-09-302025-10-09
LIN LINDE PLC5.1K shares3.72%2025-09-302025-10-09
VIGI VANGUARD WHITEHALL FDS26.6K shares8.67%2025-09-302025-10-09
ESGD ISHARES TR25.3K shares-5.73%2025-09-302025-10-09
GSIE GOLDMAN SACHS ETF TR57.1K shares-13.85%2025-09-302025-10-09
SCHW SCHWAB CHARLES CORP24.4K shares28.59%2025-09-302025-10-09
CGCP CAPITAL GRP FIXED INCM ETF T102.5K shares0.63%2025-09-302025-10-09
MDT MEDTRONIC PLC24.4K shares0.15%2025-09-302025-10-09
OEF ISHARES TR6.9K shares-7.24%2025-09-302025-10-09
HDEF DBX ETF TR78.6K shares6.61%2025-09-302025-10-09
FTLS FIRST TR EXCH TRADED FD III33.0K shares11.50%2025-09-302025-10-09
CB CHUBB LIMITED8.2K shares1.31%2025-09-302025-10-09
SHM SPDR SERIES TRUST47.8K shares2.84%2025-09-302025-10-09
NUSC NUSHARES ETF TR52.3K shares-4.86%2025-09-302025-10-09
ZS ZSCALER INC7.7K shares-6.01%2025-09-302025-10-09
COF CAPITAL ONE FINL CORP10.8K shares0.27%2025-09-302025-10-09
TXN TEXAS INSTRS INC12.4K shares-28.02%2025-09-302025-10-09
MSTR STRATEGY INC7.0K shares2.93%2025-09-302025-10-09
BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-10-09
ADP AUTOMATIC DATA PROCESSING IN7.6K shares1.40%2025-09-302025-10-09
VWOB VANGUARD WHITEHALL FDS33.1K shares-1.38%2025-09-302025-10-09
VXUS VANGUARD STAR FDS30.1K shares13.69%2025-09-302025-10-09
SPTS SPDR SERIES TRUST73.5K shares-31.54%2025-09-302025-10-09
CRWD CROWDSTRIKE HLDGS INC4.4K shares-7.47%2025-09-302025-10-09
AHR AMERICAN HEALTHCARE REIT INC50.9K shares-3.22%2025-09-302025-10-09
DBAW DBX ETF TR53.9K shares-1.76%2025-09-302025-10-09
SPEM SPDR INDEX SHS FDS45.0K shares12.87%2025-09-302025-10-09
IMCV ISHARES TR26.1K shares1.54%2025-09-302025-10-09
LVHI LEGG MASON ETF INVT60.3K shares45.75%2025-09-302025-10-09
IGIB ISHARES TR38.5K shares4.83%2025-09-302025-10-09
AIQ GLOBAL X FDS41.8K shares6.41%2025-09-302025-10-09
LRCX LAM RESEARCH CORP15.4K shares4.20%2025-09-302025-10-09
MSI MOTOROLA SOLUTIONS INC4.5K shares2.49%2025-09-302025-10-09
SDG ISHARES TR24.6K shares-7.44%2025-09-302025-10-09
DEM WISDOMTREE TR44.2K shares8.70%2025-09-302025-10-09
APH AMPHENOL CORP NEW16.4K shares5.36%2025-09-302025-10-09
PGR PROGRESSIVE CORP8.2K shares8.83%2025-09-302025-10-09
LOW LOWES COS INC8.1K shares160.82%2025-09-302025-10-09
MPC MARATHON PETE CORP10.3K shares1.41%2025-09-302025-10-09
AMAT APPLIED MATLS INC9.7K shares3.52%2025-09-302025-10-09
UPS UNITED PARCEL SERVICE INC23.7K shares17.04%2025-09-302025-10-09
FLOT ISHARES TR38.7K shares0.33%2025-09-302025-10-09
AVIG AMERICAN CENTY ETF TR46.8K shares0.81%2025-09-302025-10-09
ELV ELEVANCE HEALTH INC FORMERLY6.1K shares-24.63%2025-09-302025-10-09
BKNG BOOKING HOLDINGS INC362 shares1.97%2025-09-302025-10-09
MTB M & T BK CORP9.8K shares-0.31%2025-09-302025-10-09
APD AIR PRODS & CHEMS INC7.1K shares1.95%2025-09-302025-10-09
ITOT ISHARES TR13.3K shares3.49%2025-09-302025-10-09
VGT VANGUARD WORLD FD2.6K shares15.25%2025-09-302025-10-09
ES EVERSOURCE ENERGY26.9K shares-0.25%2025-09-302025-10-09
ACN ACCENTURE PLC IRELAND7.7K shares-5.06%2025-09-302025-10-09
NTRS NORTHERN TR CORP13.9K shares0.45%2025-09-302025-10-09
BNDX VANGUARD CHARLOTTE FDS37.9K shares-83.91%2025-09-302025-10-09
AOA ISHARES TR20.8K shares6.45%2025-09-302025-10-09
BA BOEING CO8.4K shares23.92%2025-09-302025-10-09
BSCW INVESCO EXCH TRD SLF IDX FD86.9K shares69.94%2025-09-302025-10-09
IHI ISHARES TR30.1K shares-6.45%2025-09-302025-10-09
BBLU EA SERIES TRUST120.4K shares-20.77%2025-09-302025-10-09
ESGE ISHARES INC41.5K shares-3.94%2025-09-302025-10-09
SCHP SCHWAB STRATEGIC TR66.5K shares18.93%2025-09-302025-10-09
GLW CORNING INC21.8K shares-0.84%2025-09-302025-10-09
SMMU PIMCO ETF TR35.1K shares8.72%2025-09-302025-10-09
TT TRANE TECHNOLOGIES PLC4.2K shares-1.15%2025-09-302025-10-09
DIA SPDR DOW JONES INDL AVERAGE3.8K shares-58.52%2025-09-302025-10-09
RSPT INVESCO EXCHANGE TRADED FD T39.5K shares-0.67%2025-09-302025-10-09
SPOT SPOTIFY TECHNOLOGY S A2.5K shares-3.74%2025-09-302025-10-09
NOBL PROSHARES TR16.9K shares-1.98%2025-09-302025-10-09
UBER UBER TECHNOLOGIES INC17.7K shares47.78%2025-09-302025-10-09
GSY INVESCO ACTIVELY MANAGED EXC34.4K shares5.55%2025-09-302025-10-09
NVO NOVO-NORDISK A S31.1K shares1.08%2025-09-302025-10-09
FTSL FIRST TR EXCHANGE-TRADED FD37.5K shares16.47%2025-09-302025-10-09
PFE PFIZER INC67.2K shares10.35%2025-09-302025-10-09
CGDG CAPITAL GROUP DIVIDEND GROWE49.3K shares0.36%2025-09-302025-10-09
O REALTY INCOME CORP27.9K shares7.97%2025-09-302025-10-09
EVRG EVERGY INC22.2K shares-0.21%2025-09-302025-10-09
JPIE J P MORGAN EXCHANGE TRADED F36.3K shares28.53%2025-09-302025-10-09
IWB ISHARES TR4.6K shares-8.63%2025-09-302025-10-09
FMB FIRST TR EXCH TRADED FD III33.0K shares31.70%2025-09-302025-10-09
INTC INTEL CORP49.5K shares-2.66%2025-09-302025-10-09
ARB ALTSHARES TRUST56.6K shares11.32%2025-09-302025-10-09
COP CONOCOPHILLIPS17.4K shares-6.54%2025-09-302025-10-09
FYLD CAMBRIA ETF TR52.5K shares0.89%2025-09-302025-10-09
PH PARKER-HANNIFIN CORP2.1K shares-0.14%2025-09-302025-10-09
BUYW NORTHERN LTS FD TR IV114.0K shares11.32%2025-09-302025-10-09
XMMO INVESCO EXCHANGE TRADED FD T12.0K shares47.75%2025-09-302025-10-09
CMCSA COMCAST CORP NEW51.2K shares-1.05%2025-09-302025-10-09
PSX PHILLIPS 6611.8K shares-0.86%2025-09-302025-10-09
GOVI INVESCO EXCH TRADED FD TR II57.8K shares-4.26%2025-09-302025-10-09
FLTR VANECK ETF TRUST62.2K shares8.25%2025-09-302025-10-09
FPE FIRST TR EXCH TRADED FD III86.6K shares0.76%2025-09-302025-10-09
SRE SEMPRA17.4K shares10.21%2025-09-302025-10-09
TRV TRAVELERS COMPANIES INC5.6K shares5.27%2025-09-302025-10-09
FSMB FIRST TR EXCH TRADED FD III77.1K shares50.06%2025-09-302025-10-09
KNG FIRST TR EXCHANGE-TRADED FD31.3K shares28.72%2025-09-302025-10-09
MCHP MICROCHIP TECHNOLOGY INC.23.9K shares-25.78%2025-09-302025-10-09
IGPT INVESCO EXCHANGE TRADED FD T28.3K shares10.51%2025-09-302025-10-09
NUMV NUSHARES ETF TR39.5K shares-5.13%2025-09-302025-10-09
MELI MERCADOLIBRE INC654 shares2.19%2025-09-302025-10-09
CDNS CADENCE DESIGN SYSTEM INC4.3K shares4.54%2025-09-302025-10-09
MDY SPDR S&P MIDCAP 400 ETF TR2.6K shares-16.69%2025-09-302025-10-09
ASML ASML HOLDING N V1.6K shares18.73%2025-09-302025-10-09
PHO INVESCO EXCHANGE TRADED FD T20.8K shares12.12%2025-09-302025-10-09
AMLP ALPS ETF TR31.6K shares7.39%2025-09-302025-10-09
QUAL ISHARES TR7.6K shares-3.63%2025-09-302025-10-09
VRTX VERTEX PHARMACEUTICALS INC3.8K shares28.55%2025-09-302025-10-09
HEFA ISHARES TR37.2K shares0.00%2025-09-302025-10-09
CGSD CAPITAL GRP FIXED INCM ETF T56.7K shares0.61%2025-09-302025-10-09
IWP ISHARES TR10.3K shares0.54%2025-09-302025-10-09
CMF ISHARES TR25.7K shares-0.76%2025-09-302025-10-09
SMH VANECK ETF TRUST4.5K shares0.51%2025-09-302025-10-09
ADI ANALOG DEVICES INC6.0K shares1.00%2025-09-302025-10-09
XOP SPDR SERIES TRUST10.8K shares-1.48%2025-09-302025-10-09
VRT VERTIV HOLDINGS CO9.4K shares17.96%2025-09-302025-10-09
VBR VANGUARD INDEX FDS6.8K shares-0.25%2025-09-302025-10-09
CSX CSX CORP39.7K shares-0.17%2025-09-302025-10-09
CGGO CAPITAL GROUP GBL GROWTH EQT41.2K shares-0.88%2025-09-302025-10-09
LQD ISHARES TR12.6K shares33.41%2025-09-302025-10-09
CEG CONSTELLATION ENERGY CORP4.3K shares286.36%2025-09-302025-10-09
BNS BANK NOVA SCOTIA HALIFAX21.5K shares5.66%2025-09-302025-10-09
EYLD CAMBRIA ETF TR37.3K shares1.49%2025-09-302025-10-09
BMY BRISTOL-MYERS SQUIBB CO30.8K shares1.59%2025-09-302025-10-09
ECL ECOLAB INC5.0K shares0.42%2025-09-302025-10-09
CSHI NEOS ETF TRUST27.3K shares-3.90%2025-09-302025-10-09
CBOE CBOE GLOBAL MKTS INC5.5K shares-0.99%2025-09-302025-10-09
PVAL PUTNAM ETF TRUST31.4K shares6.85%2025-09-302025-10-09
VNT VONTIER CORPORATION31.7K shares-1.32%2025-09-302025-10-09
PAUG INNOVATOR ETFS TRUST31.3K shares63.55%2025-09-302025-10-09
CIBR FIRST TR EXCHANGE TRADED FD17.3K shares11.84%2025-09-302025-10-09
DDTS INNOVATOR ETFS TRUST62.1K sharesnew addition2025-09-302025-10-09
EMBD GLOBAL X FDS54.3K shares25.48%2025-09-302025-10-09
MUNI PIMCO ETF TR24.6K shares2.49%2025-09-302025-10-09
EEM ISHARES TR23.8K shares3.89%2025-09-302025-10-09
BX BLACKSTONE INC7.4K shares3.58%2025-09-302025-10-09
BTAL AGF INVTS TR78.6K shares-0.56%2025-09-302025-10-09
IAU ISHARES GOLD TR17.0K shares10.11%2025-09-302025-10-09
PPA INVESCO EXCHANGE TRADED FD T7.9K shares6.26%2025-09-302025-10-09
GARP ISHARES TR18.7K shares6.24%2025-09-302025-10-09
PAVE GLOBAL X FDS25.8K shares-2.78%2025-09-302025-10-09
SPTM SPDR SERIES TRUST15.1K shares0.27%2025-09-302025-10-09
CRH CRH PLC10.2K shares-3.31%2025-09-302025-10-09
IVW ISHARES TR10.1K shares1.00%2025-09-302025-10-09
EW EDWARDS LIFESCIENCES CORP15.6K shares-0.93%2025-09-302025-10-09
GOF GUGGENHEIM STRATEGIC OPPORTU80.9K shares4.35%2025-09-302025-10-09
FDX FEDEX CORP5.1K shares-12.82%2025-09-302025-10-09
DHS WISDOMTREE TR11.8K shares-0.99%2025-09-302025-10-09
VCRB VANGUARD MALVERN FDS15.1K shares43.16%2025-09-302025-10-09
RWL INVESCO EXCH TRADED FD TR II10.7K shares2.70%2025-09-302025-10-09
EMXC ISHARES INC17.5K shares0.39%2025-09-302025-10-09
XBI SPDR SERIES TRUST11.7K shares-2.75%2025-09-302025-10-09
OKE ONEOK INC NEW15.9K shares0.14%2025-09-302025-10-09
WMB WILLIAMS COS INC18.3K shares-1.63%2025-09-302025-10-09
DFAX DIMENSIONAL ETF TRUST36.8K shares6.33%2025-09-302025-10-09
NKE NIKE INC16.5K shares113.49%2025-09-302025-10-09
GPIX GOLDMAN SACHS ETF TR21.9K shares89.12%2025-09-302025-10-09
TTD THE TRADE DESK INC23.3K shares20.90%2025-09-302025-10-09
EWJ ISHARES INC14.2K shares6.51%2025-09-302025-10-09
FDN FIRST TR EXCHANGE-TRADED FD4.1K shares-0.93%2025-09-302025-10-09
MMM 3M CO7.3K shares34.23%2025-09-302025-10-09
AOR ISHARES TR17.5K shares-4.49%2025-09-302025-10-09
AZN ASTRAZENECA PLC14.5K shares-1.27%2025-09-302025-10-09
DG DOLLAR GEN CORP NEW10.7K shares3.45%2025-09-302025-10-09
MU MICRON TECHNOLOGY INC6.6K shares-6.79%2025-09-302025-10-09
DSI ISHARES TR8.7K shares-1.02%2025-09-302025-10-09
EVR EVERCORE INC3.2K shares-19.25%2025-09-302025-10-09
ESAB ESAB CORPORATION9.8K shares-0.11%2025-09-302025-10-09
MDLZ MONDELEZ INTL INC17.4K shares-8.83%2025-09-302025-10-09
BSCU INVESCO EXCH TRD SLF IDX FD63.9K shares98.02%2025-09-302025-10-09
TMUS T-MOBILE US INC4.5K shares0.36%2025-09-302025-10-09
IWV ISHARES TR2.8K shares0.25%2025-09-302025-10-09
VGLT VANGUARD SCOTTSDALE FDS18.8K shares-4.83%2025-09-302025-10-09
GRMN GARMIN LTD4.3K shares4.48%2025-09-302025-10-09
NEM NEWMONT CORP12.6K shares4.93%2025-09-302025-10-09
UMI USCF ETF TR20.5K shares-10.17%2025-09-302025-10-09
VV VANGUARD INDEX FDS3.4K shares-3.93%2025-09-302025-10-09
NUMG NUSHARES ETF TR21.6K shares-5.08%2025-09-302025-10-09
FLQM FRANKLIN TEMPLETON ETF TR18.6K shares3.71%2025-09-302025-10-09
PRMB PRIMO BRANDS CORPORATION47.1K shares1.22%2025-09-302025-10-09
QQA INVESCO ACTIVELY MANAGED EXC19.7K shares0.13%2025-09-302025-10-09
VIOO VANGUARD ADMIRAL FDS INC9.3K shares-4.99%2025-09-302025-10-09
VEU VANGUARD INTL EQUITY INDEX F14.4K shares2.73%2025-09-302025-10-09
RSSS RESEARCH SOLUTIONS INC276.0K shares-2.36%2025-09-302025-10-09
CGIE CAPITAL GROUP INTERNATIONAL30.3K shares0.53%2025-09-302025-10-09
AWI ARMSTRONG WORLD INDS INC NEW5.2K shares-2.55%2025-09-302025-10-09
AVUS AMERICAN CENTY ETF TR9.3K shares5.67%2025-09-302025-10-09
VHT VANGUARD WORLD FD3.9K shares-1.92%2025-09-302025-10-09
ITW ILLINOIS TOOL WKS INC3.9K shares1.26%2025-09-302025-10-09
C CITIGROUP INC9.9K shares1.89%2025-09-302025-10-09
VBK VANGUARD INDEX FDS3.4K shares32.43%2025-09-302025-10-09
KKR KKR & CO INC7.7K shares-1.63%2025-09-302025-10-09
ENZL ISHARES TR21.5K shares0.25%2025-09-302025-10-09
GWW GRAINGER W W INC1.0K shares0.49%2025-09-302025-10-09
URI UNITED RENTALS INC1.0K shares-1.16%2025-09-302025-10-09
SAP SAP SE3.6K shares37.16%2025-09-302025-10-09
BSCS INVESCO EXCH TRD SLF IDX FD47.3K shares66.51%2025-09-302025-10-09
IWY ISHARES TR3.5K shares-4.52%2025-09-302025-10-09
BKAG BNY MELLON ETF TRUST22.8K shares-15.58%2025-09-302025-10-09
FCX FREEPORT-MCMORAN INC24.7K shares-3.07%2025-09-302025-10-09
PNC PNC FINL SVCS GROUP INC4.8K shares-2.59%2025-09-302025-10-09
DDTL INNOVATOR ETFS TRUST47.3K sharesnew addition2025-09-302025-10-09
RGLD ROYAL GOLD INC4.8K sharesnew addition2025-09-302025-10-09
ZTS ZOETIS INC6.6K shares-7.50%2025-09-302025-10-09
EOG EOG RES INC8.5K shares-76.79%2025-09-302025-10-09
XC WISDOMTREE TR27.2K shares13.47%2025-09-302025-10-09
DFSV DIMENSIONAL ETF TRUST29.5K shares16.15%2025-09-302025-10-09
HCA HCA HEALTHCARE INC2.2K shares-22.31%2025-09-302025-10-09
ENOV ENOVIS CORPORATION30.7K shares2.97%2025-09-302025-10-09
CAOS EA SERIES TRUST10.3K sharesnew addition2025-09-302025-10-09
AHLT AMERICAN BEACON SELECT FUNDS37.6K shares-0.03%2025-09-302025-10-09
DFIP DIMENSIONAL ETF TRUST21.5K shares13.39%2025-09-302025-10-09
DLN WISDOMTREE TR10.3K shares1.70%2025-09-302025-10-09
DFAT DIMENSIONAL ETF TRUST15.4K shares-3.56%2025-09-302025-10-09
NSC NORFOLK SOUTHN CORP3.0K shares4.20%2025-09-302025-10-09
MNST MONSTER BEVERAGE CORP NEW13.3K shares-7.85%2025-09-302025-10-09
KVUE KENVUE INC54.8K shares-5.50%2025-09-302025-10-09
NOW SERVICENOW INC965 shares-0.52%2025-09-302025-10-09
JPIB J P MORGAN EXCHANGE TRADED F17.9K shares25.06%2025-09-302025-10-09
SHV ISHARES TR7.9K shares-34.30%2025-09-302025-10-09
GBTC GRAYSCALE BITCOIN TRUST ETF9.8K shares74.75%2025-09-302025-10-09
DFAU DIMENSIONAL ETF TRUST19.1K shares-0.43%2025-09-302025-10-09
TLTW ISHARES TR36.5K shares20.77%2025-09-302025-10-09
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available