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).


Top Holding Treemap

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

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available