The Analysis of EARNED WEALTH ADVISORS, LLC's Holdings

Currently, EARNED WEALTH ADVISORS, LLC holds 353 types of securities in its portfolio with a total value $937.2M. In the most recent quarter, they have increased their positions in DFUS (+1.3M shares, valued at $96.3M), DFAT (+710.7K shares, valued at $42.3M), VWO (+609.6K shares, valued at $32.8M); decreased their positions in VTI (-5.8K shares, valued at $2.0M), VTEB (-33.2K shares, valued at $1.7M), DFAC (-23.5K shares, valued at $929.3K); initiated new positions in N/A (+5.4K shares, valued at $870.4K), CMG (+15.4K shares, valued at $569.9K), N/A (+1.6K shares, valued at $426.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST1.5M shares702.78%2025-12-312026-01-16

DFAT DIMENSIONAL ETF TRUST1.5M shares95.11%2025-12-312026-01-16

DFAC DIMENSIONAL ETF TRUST1.5M shares-1.57%2025-12-312026-01-16

IVV ISHARES TR85.1K shares13.47%2025-12-312026-01-16

VWO VANGUARD INTL EQUITY INDEX F720.6K shares548.97%2025-12-312026-01-16

DFUV DIMENSIONAL ETF TRUST797.4K shares49.45%2025-12-312026-01-16

DFAI DIMENSIONAL ETF TRUST890.9K shares2689.47%2025-12-312026-01-16

AGG ISHARES TR339.6K shares21.03%2025-12-312026-01-16

Sponsored

DFIV DIMENSIONAL ETF TRUST664.0K shares22.06%2025-12-312026-01-16

AAPL APPLE INC108.8K shares4.69%2025-12-312026-01-16

VGIT VANGUARD SCOTTSDALE FDS397.4K shares571.94%2025-12-312026-01-16

DISV DIMENSIONAL ETF TRUST487.0K shares1222.64%2025-12-312026-01-16

NVDA NVIDIA CORPORATION88.6K shares38.54%2025-12-312026-01-16

IEFA ISHARES TR182.5K shares20.83%2025-12-312026-01-16

UCON FIRST TR EXCHNG TRADED FD VI570.0K shares35.72%2025-12-312026-01-16

MSFT MICROSOFT CORP25.0K shares1.35%2025-12-312026-01-16

Sponsored

AVUV AMERICAN CENTY ETF TR114.5K shares60.04%2025-12-312026-01-16

VTEB VANGUARD MUN BD FDS232.1K shares-12.51%2025-12-312026-01-16

RLY SSGA ACTIVE ETF TR370.2K shares37.91%2025-12-312026-01-16

VB VANGUARD INDEX FDS40.6K shares17.38%2025-12-312026-01-16

DFAS DIMENSIONAL ETF TRUST136.0K shares-7.08%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.6K shares-1.57%2025-12-312026-01-16

USRT ISHARES TR163.8K shares99.32%2025-12-312026-01-16

AMZN AMAZON COM INC35.9K shares27.09%2025-12-312026-01-16

Sponsored

BSV VANGUARD BD INDEX FDS88.7K shares393.48%2025-12-312026-01-16

META META PLATFORMS INC9.3K shares11.29%2025-12-312026-01-16

ALPHABET INC ALPHABET INC18.8K shares45.12%2025-12-312026-01-16

VTI VANGUARD INDEX FDS15.5K shares-27.35%2025-12-312026-01-16

VUG VANGUARD INDEX FDS9.9K shares-2.27%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS21.4K shares-0.07%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR6.7K shares-1.21%2025-12-312026-01-16

DFAX DIMENSIONAL ETF TRUST139.2K shares-2.13%2025-12-312026-01-16

Sponsored

TSLA TESLA INC9.5K shares41.65%2025-12-312026-01-16

BROADCOM INC BROADCOM INC10.4K shares1.31%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.10.7K shares4.73%2025-12-312026-01-16

ALPHABET INC ALPHABET INC10.2K shares25.47%2025-12-312026-01-16

AVDV AMERICAN CENTY ETF TR32.7K shares-12.89%2025-12-312026-01-16

PHYL PGIM ETF TR86.1K shares31.53%2025-12-312026-01-16

IVW ISHARES TR23.6K shares-0.31%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW3.2K shares15.68%2025-12-312026-01-16

Sponsored

LLY ELI LILLY & CO2.5K shares-8.45%2025-12-312026-01-16

AVUS AMERICAN CENTY ETF TR23.3K shares-1.28%2025-12-312026-01-16

DFAU DIMENSIONAL ETF TRUST52.3K shares-1.79%2025-12-312026-01-16

VBR VANGUARD INDEX FDS10.9K shares-19.54%2025-12-312026-01-16

WMT WALMART INC19.0K shares14.03%2025-12-312026-01-16

BSVO EA SERIES TRUST87.9K shares-17.43%2025-12-312026-01-16

XLK SELECT SECTOR SPDR TR14.0K shares95.40%2025-12-312026-01-16

LAM RESEARCH CORP LAM RESEARCH CORP11.3K shares3.04%2025-12-312026-01-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR3.1K shares-19.34%2025-12-312026-01-16

NFLX NETFLIX INC19.2K shares1253.25%2025-12-312026-01-16

SCHB SCHWAB STRATEGIC TR63.9K shares0.00%2025-12-312026-01-16

BIV VANGUARD BD INDEX FDS21.4K shares-1.37%2025-12-312026-01-16

AVDE AMERICAN CENTY ETF TR19.2K shares-2.26%2025-12-312026-01-16

V VISA INC4.3K shares-3.56%2025-12-312026-01-16

PLTR PALANTIR TECHNOLOGIES INC8.5K shares6.12%2025-12-312026-01-16

CRM SALESFORCE INC5.6K shares8.43%2025-12-312026-01-16

Sponsored

IWD ISHARES TR7.0K shares0.00%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE4.7K shares-0.50%2025-12-312026-01-16

VTIP VANGUARD MALVERN FDS29.1K shares-25.19%2025-12-312026-01-16

ITOT ISHARES TR9.2K shares-0.70%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares157.16%2025-12-312026-01-16

SCHX SCHWAB STRATEGIC TR48.9K shares7.10%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON6.1K shares29.30%2025-12-312026-01-16

PEP PEPSICO INC8.4K shares20.18%2025-12-312026-01-16

Sponsored

MERCK & CO INC MERCK & CO INC10.8K shares25.14%2025-12-312026-01-16

XOM EXXON MOBIL CORP9.4K shares12.02%2025-12-312026-01-16

BAC BANK AMERICA CORP19.3K shares4.03%2025-12-312026-01-16

SCHF SCHWAB STRATEGIC TR43.8K shares-25.20%2025-12-312026-01-16

BLACKSTONE INC BLACKSTONE INC6.8K shares3.00%2025-12-312026-01-16

HD HOME DEPOT INC3.0K shares-13.23%2025-12-312026-01-16

HWM HOWMET AEROSPACE INC5.0K shares1.01%2025-12-312026-01-16

DFSV DIMENSIONAL ETF TRUST30.1K shares-28.02%2025-12-312026-01-16

Sponsored

DIA SPDR DOW JONES INDL AVERAGE2.0K shares6.41%2025-12-312026-01-16

MA MASTERCARD INCORPORATED1.7K shares1.27%2025-12-312026-01-16

BMY BRISTOL-MYERS SQUIBB CO17.5K shares180.15%2025-12-312026-01-16

ORCL ORACLE CORP4.8K shares14.52%2025-12-312026-01-16

INTC INTEL CORP25.3K shares5.75%2025-12-312026-01-16

CB CHUBB LIMITED3.0K shares48.55%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC5.8K shares2.00%2025-12-312026-01-16

MU MICRON TECHNOLOGY INC3.2K shares7.45%2025-12-312026-01-16

Sponsored

ABBV ABBVIE INC4.0K shares6.92%2025-12-312026-01-16

AVEM AMERICAN CENTY ETF TR11.8K shares-13.33%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC1.0K shares4.17%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO6.2K shares-1.36%2025-12-312026-01-16

CNC CENTENE CORP DEL21.5K shares101.50%2025-12-312026-01-16

FIX COMFORT SYS USA INC936 shares14.57%2025-12-312026-01-16

ATLASSIAN CORPORATION ATLASSIAN CORPORATION5.4K sharesnew addition2025-12-312026-01-16

NEM NEWMONT CORP8.6K shares29.31%2025-12-312026-01-16

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC6.5K shares46.85%2025-12-312026-01-16

BKNG BOOKING HOLDINGS INC157 shares22.66%2025-12-312026-01-16

CGHM CAPITAL GRP FIXED INCM ETF T33.0K shares5.94%2025-12-312026-01-16

IEMG ISHARES INC12.3K shares20.01%2025-12-312026-01-16

PCG PG&E CORP50.4K shares27.82%2025-12-312026-01-16

TPR TAPESTRY INC6.3K shares-6.98%2025-12-312026-01-16

MCD MCDONALDS CORP2.6K shares4.25%2025-12-312026-01-16

SPSK TIDAL TRUST I42.9K shares0.00%2025-12-312026-01-16

Sponsored

ZM ZOOM COMMUNICATIONS INC9.1K shares41.92%2025-12-312026-01-16

WFC WELLS FARGO CO NEW8.3K shares3.57%2025-12-312026-01-16

PNC PNC FINL SVCS GROUP INC3.7K shares10.01%2025-12-312026-01-16

WDC WESTERN DIGITAL CORP4.4K shares4.27%2025-12-312026-01-16

CITIGROUP INC CITIGROUP INC6.5K shares8.17%2025-12-312026-01-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-16

AMAT APPLIED MATLS INC2.9K shares3.20%2025-12-312026-01-16

GILD GILEAD SCIENCES INC6.1K shares14.49%2025-12-312026-01-16

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF10.9K shares-0.67%2025-12-312026-01-16

GEV GE VERNOVA INC1.1K shares15.30%2025-12-312026-01-16

KO COCA COLA CO10.5K shares35.17%2025-12-312026-01-16

REET ISHARES TR29.2K shares-28.17%2025-12-312026-01-16

ABNB AIRBNB INC5.3K shares30.83%2025-12-312026-01-16

APH AMPHENOL CORP NEW5.3K shares4.57%2025-12-312026-01-16

EXPE EXPEDIA GROUP INC2.5K shares25.96%2025-12-312026-01-16

ILMN ILLUMINA INC5.3K shares6.93%2025-12-312026-01-16

Sponsored

FDX FEDEX CORP2.4K shares10.33%2025-12-312026-01-16

CSCO CISCO SYS INC8.9K shares11.35%2025-12-312026-01-16

RBLX ROBLOX CORP8.4K shares6.97%2025-12-312026-01-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares26.33%2025-12-312026-01-16

VRSN VERISIGN INC2.7K shares16.65%2025-12-312026-01-16

USB US BANCORP DEL12.4K shares28.63%2025-12-312026-01-16

ADBE ADOBE INC1.9K shares20.77%2025-12-312026-01-16

GM GENERAL MTRS CO8.1K shares0.16%2025-12-312026-01-16

Sponsored

MCK MCKESSON CORP788 shares44.85%2025-12-312026-01-16

IWM ISHARES TR2.6K shares-0.19%2025-12-312026-01-16

MAIN MAIN STR CAP CORP10.5K shares0.00%2025-12-312026-01-16

CME CME GROUP INC2.3K shares-1.66%2025-12-312026-01-16

COF CAPITAL ONE FINL CORP2.6K shares91.22%2025-12-312026-01-16

VGT VANGUARD WORLD FD820 shares1.86%2025-12-312026-01-16

T AT&T INC24.4K shares-0.13%2025-12-312026-01-16

NOW SERVICENOW INC3.9K shares595.13%2025-12-312026-01-16

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares4.53%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC2.7K shares10.96%2025-12-312026-01-16

MEDTRONIC PLC MEDTRONIC PLC6.0K shares-7.04%2025-12-312026-01-16

CMG CHIPOTLE MEXICAN GRILL INC15.4K sharesnew addition2025-12-312026-01-16

TJX TJX COS INC NEW3.7K shares23.19%2025-12-312026-01-16

HSBC HSBC HLDGS PLC7.2K shares6.20%2025-12-312026-01-16

DG DOLLAR GEN CORP NEW4.2K shares49.84%2025-12-312026-01-16

SNOW SNOWFLAKE INC2.5K shares-0.59%2025-12-312026-01-16

Sponsored

IVLU ISHARES TR14.2K shares0.00%2025-12-312026-01-16

RTX RTX CORPORATION2.9K shares10.91%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS1.7K shares57.53%2025-12-312026-01-16

INCY INCYTE CORP5.2K shares6.77%2025-12-312026-01-16

NTRA NATERA INC2.2K shares14.34%2025-12-312026-01-16

EIX EDISON INTL8.5K shares85.34%2025-12-312026-01-16

REGN REGENERON PHARMACEUTICALS661 shares4.75%2025-12-312026-01-16

SDY SPDR SERIES TRUST3.7K shares4.49%2025-12-312026-01-16

Sponsored

RL RALPH LAUREN CORP1.4K shares8.13%2025-12-312026-01-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares33.60%2025-12-312026-01-16

JCI JOHNSON CTLS INTL PLC4.2K shares-0.52%2025-12-312026-01-16

PANW PALO ALTO NETWORKS INC2.7K shares35.01%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC1.5K shares4.16%2025-12-312026-01-16

DIS DISNEY WALT CO4.2K shares0.45%2025-12-312026-01-16

JBHT HUNT J B TRANS SVCS INC2.5K shares18.11%2025-12-312026-01-16

ABT ABBOTT LABS3.8K shares-7.37%2025-12-312026-01-16

Sponsored

TFPM TRIPLE FLAG PRECIOUS METAL14.4K shares-0.77%2025-12-312026-01-16

ULTA ULTA BEAUTY INC781 shares0.64%2025-12-312026-01-16

PFE PFIZER INC18.7K shares9.13%2025-12-312026-01-16

TRMB TRIMBLE INC5.9K shares0.73%2025-12-312026-01-16

CAT CATERPILLAR INC802 shares13.92%2025-12-312026-01-16

QCOM QUALCOMM INC2.6K shares11.73%2025-12-312026-01-16

MEDP MEDPACE HLDGS INC801 shares23.61%2025-12-312026-01-16

VST VISTRA CORP2.8K shares9.56%2025-12-312026-01-16

Sponsored

GLD SPDR GOLD TR1.1K shares-5.62%2025-12-312026-01-16

FBTC FIDELITY WISE ORIGIN BITCOIN5.8K shares6.18%2025-12-312026-01-16

UBER UBER TECHNOLOGIES INC5.4K shares0.58%2025-12-312026-01-16

CIEN CIENA CORP1.9K shares-21.39%2025-12-312026-01-16

CVX CHEVRON CORP NEW2.9K shares-13.31%2025-12-312026-01-16

PSX PHILLIPS 663.4K shares41.10%2025-12-312026-01-16

THE CIGNA GROUP THE CIGNA GROUP1.6K sharesnew addition2025-12-312026-01-16

LVS LAS VEGAS SANDS CORP6.5K sharesnew addition2025-12-312026-01-16

Sponsored

XEL XCEL ENERGY INC5.7K shares-0.17%2025-12-312026-01-16

MS MORGAN STANLEY2.4K shares2.66%2025-12-312026-01-16

ADSK AUTODESK INC1.4K shares25.04%2025-12-312026-01-16

UPS UNITED PARCEL SERVICE INC4.2K shares48.57%2025-12-312026-01-16

VRT VERTIV HOLDINGS CO2.6K shares1.15%2025-12-312026-01-16

BARRICK MNG CORP BARRICK MNG CORP9.5K shares0.18%2025-12-312026-01-16

AXP AMERICAN EXPRESS CO1.1K shares6.55%2025-12-312026-01-16

DHR DANAHER CORPORATION1.8K shares9.22%2025-12-312026-01-16

Sponsored

INTU INTUIT612 shares-35.71%2025-12-312026-01-16

DASH DOORDASH INC1.8K shares-35.70%2025-12-312026-01-16

RY ROYAL BK CDA2.3K shares-3.30%2025-12-312026-01-16

TOL TOLL BROTHERS INC3.0K shares0.82%2025-12-312026-01-16

VEEV VEEVA SYS INC1.8K shares-14.69%2025-12-312026-01-16

ESTC ELASTIC N V5.2K sharesnew addition2025-12-312026-01-16

A AGILENT TECHNOLOGIES INC2.9K shares1.34%2025-12-312026-01-16

DAL DELTA AIR LINES INC DEL5.6K shares27.49%2025-12-312026-01-16

Sponsored

GLW CORNING INC4.5K shares-3.18%2025-12-312026-01-16

MMM 3M CO2.4K shares6.47%2025-12-312026-01-16

ISRG INTUITIVE SURGICAL INC686 shares19.10%2025-12-312026-01-16

GNW GENWORTH FINL INC42.7K shares-0.99%2025-12-312026-01-16

TRV TRAVELERS COMPANIES INC1.3K shares10.20%2025-12-312026-01-16

UAL UNITED AIRLS HLDGS INC3.4K shares22.75%2025-12-312026-01-16

TXT TEXTRON INC4.4K sharesnew addition2025-12-312026-01-16

FTI TECHNIPFMC PLC8.5K shares46.28%2025-12-312026-01-16

Sponsored

HOOD ROBINHOOD MKTS INC3.3K shares-42.65%2025-12-312026-01-16

NBIX NEUROCRINE BIOSCIENCES INC2.6K shares6.94%2025-12-312026-01-16

CVS CVS HEALTH CORP4.7K shares-0.06%2025-12-312026-01-16

MKTX MARKETAXESS HLDGS INC2.1K sharesnew addition2025-12-312026-01-16

AMT AMERICAN TOWER CORP NEW2.1K sharesnew addition2025-12-312026-01-16

ADI ANALOG DEVICES INC1.4K shares-5.21%2025-12-312026-01-16

BBVA BANCO BILBAO VIZCAYA ARGENTA15.7K shares4.11%2025-12-312026-01-16

EXEL EXELIXIS INC8.3K shares33.39%2025-12-312026-01-16

Sponsored

TOTALENERGIES SE TOTALENERGIES SE5.5K sharesnew addition2025-12-312026-01-16

TT TRANE TECHNOLOGIES PLC919 shares0.88%2025-12-312026-01-16

SCHG SCHWAB STRATEGIC TR10.9K shares-1.92%2025-12-312026-01-16

IQV IQVIA HLDGS INC1.6K shares19.00%2025-12-312026-01-16

CMI CUMMINS INC690 shares-0.14%2025-12-312026-01-16

SUSA ISHARES TR2.5K shares0.00%2025-12-312026-01-16

SCHW SCHWAB CHARLES CORP3.5K shares3.32%2025-12-312026-01-16

FCX FREEPORT-MCMORAN INC6.8K shares12.33%2025-12-312026-01-16

Sponsored

KLAC KLA CORP283 shares6.79%2025-12-312026-01-16

LYFT LYFT INC17.3K shares-9.48%2025-12-312026-01-16

SAN BANCO SANTANDER SA28.5K shares2.06%2025-12-312026-01-16

AXS AXIS CAP HLDGS LTD3.1K shares38.86%2025-12-312026-01-16

BBY BEST BUY INC4.9K shares17.70%2025-12-312026-01-16

KDP KEURIG DR PEPPER INC11.8K sharesnew addition2025-12-312026-01-16

EXAS EXACT SCIENCES CORP3.2K sharesnew addition2025-12-312026-01-16

ISHARES GOLD TR ISHARES GOLD TR4.0K shares-2.75%2025-12-312026-01-16

Sponsored

VZ VERIZON COMMUNICATIONS INC8.0K shares8.14%2025-12-312026-01-16

EFA ISHARES TR3.4K shares-5.52%2025-12-312026-01-16

MNST MONSTER BEVERAGE CORP NEW4.2K shares3.76%2025-12-312026-01-16

BK BANK NEW YORK MELLON CORP2.8K shares8.43%2025-12-312026-01-16

XLF SELECT SECTOR SPDR TR5.7K sharesnew addition2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares12.57%2025-12-312026-01-16

WM WASTE MGMT INC DEL1.4K sharesnew addition2025-12-312026-01-16

RHI ROBERT HALF INC.11.4K shares-0.66%2025-12-312026-01-16

Sponsored

FTNT FORTINET INC3.9K shares31.78%2025-12-312026-01-16

FER FERROVIAL SE4.8K shares0.04%2025-12-312026-01-16

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC3.6K shares-6.71%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS3.5K shares-25.42%2025-12-312026-01-16

PYPL PAYPAL HLDGS INC5.3K shares69.49%2025-12-312026-01-16

DLR DIGITAL RLTY TR INC2.0K shares-0.15%2025-12-312026-01-16

VMC VULCAN MATLS CO1.1K shares0.28%2025-12-312026-01-16

TXN TEXAS INSTRS INC1.8K sharesnew addition2025-12-312026-01-16

Sponsored

RGLD ROYAL GOLD INC1.4K shares0.51%2025-12-312026-01-16

CINF CINCINNATI FINL CORP1.9K shares0.22%2025-12-312026-01-16

ROKU ROKU INC2.8K shares5.72%2025-12-312026-01-16

CCK CROWN HLDGS INC2.9K shares15.89%2025-12-312026-01-16

COP CONOCOPHILLIPS3.2K sharesnew addition2025-12-312026-01-16

CCL CARNIVAL CORP9.7K shares6.52%2025-12-312026-01-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.1K shares0.54%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC911 shares-0.11%2025-12-312026-01-16

Sponsored

ADT ADT INC DEL35.7K shares-1.76%2025-12-312026-01-16

TGT TARGET CORP2.9K sharesnew addition2025-12-312026-01-16

PGR PROGRESSIVE CORP1.3K shares-1.49%2025-12-312026-01-16

ZS ZSCALER INC1.3K shares-21.81%2025-12-312026-01-16

VRSK VERISK ANALYTICS INC1.3K sharesnew addition2025-12-312026-01-16

ECL ECOLAB INC1.1K shares46.27%2025-12-312026-01-16

ASML ASML HOLDING N V264 sharesnew addition2025-12-312026-01-16

SLB SLB LIMITED7.4K sharesnew addition2025-12-312026-01-16

Sponsored

SCHC SCHWAB STRATEGIC TR6.1K shares-31.22%2025-12-312026-01-16

TMO THERMO FISHER SCIENTIFIC INC481 shares10.32%2025-12-312026-01-16

SPGI S&P GLOBAL INC533 shares3.50%2025-12-312026-01-16

MO ALTRIA GROUP INC4.8K shares-21.88%2025-12-312026-01-16

MLI MUELLER INDS INC2.4K sharesnew addition2025-12-312026-01-16

AZN ASTRAZENECA PLC3.0K shares14.29%2025-12-312026-01-16

SMFG SUMITOMO MITSUI FINL GROUP I14.2K shares-2.32%2025-12-312026-01-16

UTHR UNITED THERAPEUTICS CORP DEL564 sharesnew addition2025-12-312026-01-16

Sponsored

VRTX VERTEX PHARMACEUTICALS INC606 shares-3.66%2025-12-312026-01-16

DELL DELL TECHNOLOGIES INC2.2K shares-1.99%2025-12-312026-01-16

BIIB BIOGEN INC1.5K shares0.13%2025-12-312026-01-16

LECO LINCOLN ELEC HLDGS INC1.1K shares15.24%2025-12-312026-01-16

DOV DOVER CORP1.4K sharesnew addition2025-12-312026-01-16

WAB WABTEC1.3K shares8.83%2025-12-312026-01-16

HYLS FIRST TR EXCHANGE-TRADED FD6.5K shares-6.83%2025-12-312026-01-16

PNFP PINNACLE FINL PARTNERS INC2.8K sharesnew addition2025-12-312026-01-16

Sponsored

AIG AMERICAN INTL GROUP INC3.2K shares-6.47%2025-12-312026-01-16

THC TENET HEALTHCARE CORP1.4K shares19.93%2025-12-312026-01-16

AMP AMERIPRISE FINL INC547 sharesnew addition2025-12-312026-01-16

AVLV AMERICAN CENTY ETF TR3.5K shares0.00%2025-12-312026-01-16

TSN TYSON FOODS INC4.5K sharesnew addition2025-12-312026-01-16

NVS NOVARTIS AG1.9K shares16.90%2025-12-312026-01-16

NEE NEXTERA ENERGY INC3.3K shares0.98%2025-12-312026-01-16

IDEV ISHARES TR3.1K shares2.71%2025-12-312026-01-16

Sponsored

BSX BOSTON SCIENTIFIC CORP2.6K shares5.21%2025-12-312026-01-16

EG EVEREST GROUP LTD732 shares-7.58%2025-12-312026-01-16

HCA HCA HEALTHCARE INC522 sharesnew addition2025-12-312026-01-16

EVR EVERCORE INC716 shares0.99%2025-12-312026-01-16

SAP SAP SE1.0K shares23.92%2025-12-312026-01-16

SYF SYNCHRONY FINANCIAL2.9K shares2.91%2025-12-312026-01-16

SO SOUTHERN CO2.8K sharesnew addition2025-12-312026-01-16

EME EMCOR GROUP INC395 shares0.77%2025-12-312026-01-16

Sponsored

FIVE FIVE BELOW INC1.3K sharesnew addition2025-12-312026-01-16

CRWD CROWDSTRIKE HLDGS INC510 shares9.21%2025-12-312026-01-16

MDB MONGODB INC569 sharesnew addition2025-12-312026-01-16

MMC MARSH & MCLENNAN COS INC1.3K shares-30.32%2025-12-312026-01-16

DINO HF SINCLAIR CORP5.1K shares0.84%2025-12-312026-01-16

ED CONSOLIDATED EDISON INC2.4K shares4.98%2025-12-312026-01-16

PB PROSPERITY BANCSHARES INC3.4K sharesnew addition2025-12-312026-01-16

CCEP COCA-COLA EUROPACIFIC PARTNE2.6K shares3.63%2025-12-312026-01-16

Sponsored

DFGR DIMENSIONAL ETF TRUST8.9K shares-17.27%2025-12-312026-01-16

AME AMETEK INC1.1K sharesnew addition2025-12-312026-01-16

VFH VANGUARD WORLD FD1.8K shares-4.79%2025-12-312026-01-16

DDOG DATADOG INC1.7K shares2.89%2025-12-312026-01-16

SHEL SHELL PLC3.2K shares0.99%2025-12-312026-01-16

CHT CHUNGHWA TELECOM CO LTD5.6K shares-10.66%2025-12-312026-01-16

HBAN HUNTINGTON BANCSHARES INC13.4K shares23.38%2025-12-312026-01-16

MATCH GROUP INC NEW MATCH GROUP INC NEW7.2K shares-9.03%2025-12-312026-01-16

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL839 sharesnew addition2025-12-312026-01-16

HAS HASBRO INC2.8K sharesnew addition2025-12-312026-01-16

SNDK SANDISK CORP966 sharesnew addition2025-12-312026-01-16

HII HUNTINGTON INGALLS INDS INC673 sharesnew addition2025-12-312026-01-16

BCS BARCLAYS PLC9.0K sharesnew addition2025-12-312026-01-16

BWA BORGWARNER INC5.1K shares0.66%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS3.6K sharesnew addition2025-12-312026-01-16

EW EDWARDS LIFESCIENCES CORP2.6K sharesnew addition2025-12-312026-01-16

Sponsored

LOW LOWES COS INC935 shares13.89%2025-12-312026-01-16

SCHO SCHWAB STRATEGIC TR9.3K sharesnew addition2025-12-312026-01-16

GWRE GUIDEWIRE SOFTWARE INC1.1K shares12.94%2025-12-312026-01-16

TMUS T-MOBILE US INC1.1K shares-18.10%2025-12-312026-01-16

ALLE ALLEGION PLC1.4K shares0.72%2025-12-312026-01-16

DFAE DIMENSIONAL ETF TRUST6.9K shares-51.98%2025-12-312026-01-16

IWV ISHARES TR573 shares0.00%2025-12-312026-01-16

SCHV SCHWAB STRATEGIC TR7.4K shares-0.23%2025-12-312026-01-16

Sponsored

CAG CONAGRA BRANDS INC12.7K shares17.58%2025-12-312026-01-16

ROST ROSS STORES INC1.2K sharesnew addition2025-12-312026-01-16

ROP ROPER TECHNOLOGIES INC492 sharesnew addition2025-12-312026-01-16

IT GARTNER INC866 sharesnew addition2025-12-312026-01-16

ALGN ALIGN TECHNOLOGY INC1.4K sharesnew addition2025-12-312026-01-16

CFG CITIZENS FINL GROUP INC3.7K sharesnew addition2025-12-312026-01-16

AEP AMERICAN ELEC PWR CO INC1.9K shares0.27%2025-12-312026-01-16

HLT HILTON WORLDWIDE HLDGS INC750 sharesnew addition2025-12-312026-01-16

Sponsored

ALNY ALNYLAM PHARMACEUTICALS INC541 shares-7.99%2025-12-312026-01-16

GAP GAP INC8.4K sharesnew addition2025-12-312026-01-16

DECK DECKERS OUTDOOR CORP2.1K sharesnew addition2025-12-312026-01-16

MTZ MASTEC INC985 shares1.44%2025-12-312026-01-16

DFLV DIMENSIONAL ETF TRUST6.2K shares-1.08%2025-12-312026-01-16

CFLT CONFLUENT INC7.0K sharesnew addition2025-12-312026-01-16

SYK STRYKER CORPORATION603 sharesnew addition2025-12-312026-01-16

MAGS LISTED FDS TR3.2K shares-1.90%2025-12-312026-01-16

Sponsored

GSK PLC GSK PLC4.3K sharesnew addition2025-12-312026-01-16

NYT NEW YORK TIMES CO3.0K sharesnew addition2025-12-312026-01-16

VTR VENTAS INC2.7K sharesnew addition2025-12-312026-01-16

BDX BECTON DICKINSON & CO1.1K sharesnew addition2025-12-312026-01-16

MKSI MKS INC.1.3K sharesnew addition2025-12-312026-01-16

EVRG EVERGY INC2.8K shares0.61%2025-12-312026-01-16

BA BOEING CO931 shares-7.64%2025-12-312026-01-16

OSK OSHKOSH CORP1.6K shares1.71%2025-12-312026-01-16

Sponsored

BTI BRITISH AMERN TOB PLC3.5K sharesnew addition2025-12-312026-01-16

MUFG MITSUBISHI UFJ FINL GROUP IN12.6K shares23.12%2025-12-312026-01-16

TXG 10X GENOMICS INC10.3K shares1.36%2025-12-312026-01-16

DHT DHT HOLDINGS INC11.7K shares2.28%2025-12-312026-01-16

MFG MIZUHO FINANCIAL GROUP INC16.7K shares31.10%2025-12-312026-01-16

CNH CNH INDL N V12.3K sharesnew addition2025-12-312026-01-16

WEN WENDYS CO12.8K shares8.51%2025-12-312026-01-16

NMR NOMURA HLDGS INC12.6K shares-5.49%2025-12-312026-01-16

Sponsored

AMCR AMCOR PLC10.2K shares-1.31%2025-12-312026-01-16

JBLU JETBLUE AWYS CORP18.4K shares1.09%2025-12-312026-01-16

HAFNIA LTD HAFNIA LTD15.1K shares-10.60%2025-12-312026-01-16

AEGON LTD AEGON LTD10.4K shares0.21%2025-12-312026-01-16

PLUG PLUG POWER INC39.1K shares18.11%2025-12-312026-01-16

MPW MEDICAL PPTYS TRUST INC15.1K sharesnew addition2025-12-312026-01-16

LYG LLOYDS BANKING GROUP PLC13.4K shares-0.90%2025-12-312026-01-16

PLX PROTALIX BIOTHERAPEUTICS INC26.0K shares0.00%2025-12-312026-01-16

Sponsored

PLTK PLAYTIKA HLDG CORP11.6K sharesnew addition2025-12-312026-01-16

Call Option Holdings

IWM Call CallISHARES TR1.2K sharesnew addition2025-12-312026-01-16

Put Option Holdings

No put option holdings data available