The Analysis of ELEVATION WEALTH PARTNERS, LLC's Holdings
Currently, ELEVATION WEALTH PARTNERS, LLC holds 959 types of securities in its portfolio with a total value $282.4M. In the most recent quarter, they have increased their positions in IUSB (+70.0K shares, valued at $3.3M), N/A (+2.2K shares, valued at $1.4M), AVDE (+14.2K shares, valued at $1.2M); decreased their positions in FPEI (-143.6K shares, valued at $2.8M), STRL (-2.1K shares, valued at $636.0K), VO (-2.1K shares, valued at $604.0K); initiated new positions in FICO (+517 shares, valued at $874.1K), DISV (+4.9K shares, valued at $184.7K), IGV (+716 shares, valued at $75.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IUSB ISHARES TR671.1K shares11.65%2025-12-312026-01-09
FNDX SCHWAB STRATEGIC TR737.5K shares0.83%2025-12-312026-01-09
IUSG ISHARES TR117.2K shares-2.83%2025-12-312026-01-09
AVDE AMERICAN CENTY ETF TR173.8K shares8.92%2025-12-312026-01-09
SCHX SCHWAB STRATEGIC TR420.6K shares-2.41%2025-12-312026-01-09
VO VANGUARD INDEX FDS32.4K shares-6.03%2025-12-312026-01-09
AAPL APPLE INC30.5K shares4.60%2025-12-312026-01-09
AVEM AMERICAN CENTY ETF TR103.2K shares11.30%2025-12-312026-01-09
ALPHABET INC ALPHABET INC22.5K shares-4.37%2025-12-312026-01-09
DFSU DIMENSIONAL ETF TRUST143.8K shares-1.47%2025-12-312026-01-09
IJR ISHARES TR49.0K shares-5.72%2025-12-312026-01-09
FTHI FIRST TR EXCHANGE TRADED FD200.1K shares6.65%2025-12-312026-01-09
SCHH SCHWAB STRATEGIC TR222.6K shares15.39%2025-12-312026-01-09
ALPHABET INC ALPHABET INC14.6K shares-0.83%2025-12-312026-01-09
AGG ISHARES TR44.6K shares-5.40%2025-12-312026-01-09
DFAU DIMENSIONAL ETF TRUST93.7K shares35.14%2025-12-312026-01-09
SPY SPDR S&P 500 ETF TR6.3K shares-2.18%2025-12-312026-01-09
ESGU ISHARES TR24.5K shares3.40%2025-12-312026-01-09
TSLA TESLA INC8.0K shares-8.85%2025-12-312026-01-09
SCHD SCHWAB STRATEGIC TR131.5K shares7.99%2025-12-312026-01-09
IWF ISHARES TR7.3K shares0.21%2025-12-312026-01-09
VEA VANGUARD TAX-MANAGED FDS53.2K shares-4.96%2025-12-312026-01-09
NVDA NVIDIA CORPORATION17.6K shares24.33%2025-12-312026-01-09
AVUS AMERICAN CENTY ETF TR29.2K shares-5.61%2025-12-312026-01-09
SCHB SCHWAB STRATEGIC TR117.8K shares0.01%2025-12-312026-01-09
MSFT MICROSOFT CORP6.3K shares4.79%2025-12-312026-01-09
BNDX VANGUARD CHARLOTTE FDS60.8K shares4.84%2025-12-312026-01-09
VTI VANGUARD INDEX FDS7.2K shares-7.66%2025-12-312026-01-09
DFAT DIMENSIONAL ETF TRUST40.2K shares2.69%2025-12-312026-01-09
DFAS DIMENSIONAL ETF TRUST26.8K shares-2.80%2025-12-312026-01-09
JHMM JOHN HANCOCK EXCHANGE TRADED27.3K shares-11.42%2025-12-312026-01-09
ESGD ISHARES TR17.5K shares2.42%2025-12-312026-01-09
AMZN AMAZON COM INC7.1K shares19.89%2025-12-312026-01-09
FNDF SCHWAB STRATEGIC TR32.7K shares-5.98%2025-12-312026-01-09
SCHC SCHWAB STRATEGIC TR30.9K shares-22.74%2025-12-312026-01-09
IJS ISHARES TR12.1K shares0.89%2025-12-312026-01-09
VONG VANGUARD SCOTTSDALE FDS11.2K shares0.14%2025-12-312026-01-09
ABBV ABBVIE INC5.3K shares-1.28%2025-12-312026-01-09
AVLV AMERICAN CENTY ETF TR15.7K shares0.15%2025-12-312026-01-09
SCHA SCHWAB STRATEGIC TR37.4K shares-1.31%2025-12-312026-01-09
JPM JPMORGAN CHASE & CO.3.2K shares-2.90%2025-12-312026-01-09
SCHM SCHWAB STRATEGIC TR33.6K shares-6.77%2025-12-312026-01-09
SCHK SCHWAB STRATEGIC TR30.3K shares-1.61%2025-12-312026-01-09
FPEI FIRST TR EXCH TRADED FD III48.6K shares-74.74%2025-12-312026-01-09
ELS EQUITY LIFESTYLE PPTYS INC15.5K shares-17.57%2025-12-312026-01-09
MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares-5.25%2025-12-312026-01-09
FICO FAIR ISAAC CORP517 sharesnew addition2025-12-312026-01-09
DFAC DIMENSIONAL ETF TRUST19.4K shares-9.58%2025-12-312026-01-09
SCHF SCHWAB STRATEGIC TR31.9K shares-9.50%2025-12-312026-01-09
STRL STERLING INFRASTRUCTURE INC2.5K shares-45.86%2025-12-312026-01-09
BROADCOM INC BROADCOM INC2.2K shares96.89%2025-12-312026-01-09
EFA ISHARES TR7.7K shares-5.51%2025-12-312026-01-09
COST COSTCO WHSL CORP NEW845 shares-11.61%2025-12-312026-01-09
IWN ISHARES TR3.9K shares1.97%2025-12-312026-01-09
MCD MCDONALDS CORP2.1K shares1.54%2025-12-312026-01-09
ITOT ISHARES TR4.3K shares-3.40%2025-12-312026-01-09
IYR ISHARES TR6.8K shares-0.44%2025-12-312026-01-09
PSA PUBLIC STORAGE OPER CO2.4K shares-2.36%2025-12-312026-01-09
JNJ JOHNSON & JOHNSON3.0K shares-24.47%2025-12-312026-01-09
IEFA ISHARES TR6.9K shares-0.23%2025-12-312026-01-09
LLY ELI LILLY & CO563 shares0.18%2025-12-312026-01-09
VNQ VANGUARD INDEX FDS6.7K shares7.47%2025-12-312026-01-09
A AGILENT TECHNOLOGIES INC4.2K shares1.03%2025-12-312026-01-09
CVX CHEVRON CORP NEW3.7K shares-7.95%2025-12-312026-01-09
FNDB SCHWAB STRATEGIC TR21.1K shares-15.35%2025-12-312026-01-09
META META PLATFORMS INC839 shares45.41%2025-12-312026-01-09
HPE HEWLETT PACKARD ENTERPRISE C22.5K shares0.11%2025-12-312026-01-09
EEM ISHARES TR9.8K shares0.00%2025-12-312026-01-09
VB VANGUARD INDEX FDS2.0K shares-10.14%2025-12-312026-01-09
PANW PALO ALTO NETWORKS INC2.7K shares-10.82%2025-12-312026-01-09
ESGE ISHARES INC11.3K shares36.21%2025-12-312026-01-09
PLD PROLOGIS INC.3.9K shares-27.70%2025-12-312026-01-09
DFSI DIMENSIONAL ETF TRUST11.0K shares0.88%2025-12-312026-01-09
VOE VANGUARD INDEX FDS2.6K shares1.27%2025-12-312026-01-09
HP INC HP INC20.0K shares-4.07%2025-12-312026-01-09
VBR VANGUARD INDEX FDS2.1K shares-10.73%2025-12-312026-01-09
KEYS KEYSIGHT TECHNOLOGIES INC2.1K shares0.38%2025-12-312026-01-09
PWR QUANTA SVCS INC988 shares2.38%2025-12-312026-01-09
AVUV AMERICAN CENTY ETF TR3.9K shares0.83%2025-12-312026-01-09
PLTR PALANTIR TECHNOLOGIES INC2.1K shares302.83%2025-12-312026-01-09
AVB AVALONBAY CMNTYS INC2.1K shares-46.40%2025-12-312026-01-09
KKR & CO INC KKR & CO INC2.9K shares163.00%2025-12-312026-01-09
KLAC KLA CORP301 shares4.88%2025-12-312026-01-09
RSPT INVESCO EXCHANGE TRADED FD T7.8K shares47.89%2025-12-312026-01-09
IWM ISHARES TR1.4K shares0.00%2025-12-312026-01-09
CGCP CAPITAL GRP FIXED INCM ETF T15.5K shares87.00%2025-12-312026-01-09
VNQI VANGUARD INTL EQUITY INDEX F7.5K shares8.74%2025-12-312026-01-09
SPG SIMON PPTY GROUP INC NEW1.9K shares1.81%2025-12-312026-01-09
VT VANGUARD INTL EQUITY INDEX F2.4K shares-15.03%2025-12-312026-01-09
EFV ISHARES TR4.6K shares2.27%2025-12-312026-01-09
DEM WISDOMTREE TR6.8K shares-11.95%2025-12-312026-01-09
V VISA INC889 shares-5.22%2025-12-312026-01-09
DFAI DIMENSIONAL ETF TRUST8.2K shares-40.07%2025-12-312026-01-09
RTX RTX CORPORATION1.7K shares6.85%2025-12-312026-01-09
DIS DISNEY WALT CO2.7K shares-1.08%2025-12-312026-01-09
HD HOME DEPOT INC858 shares1.06%2025-12-312026-01-09
DFUS DIMENSIONAL ETF TRUST3.9K shares-0.46%2025-12-312026-01-09
XOM EXXON MOBIL CORP2.3K shares10.27%2025-12-312026-01-09
ABT ABBOTT LABS2.2K shares-8.13%2025-12-312026-01-09
IWD ISHARES TR1.2K shares333.93%2025-12-312026-01-09
SCHG SCHWAB STRATEGIC TR7.7K shares-3.07%2025-12-312026-01-09
SCHW SCHWAB CHARLES CORP2.5K shares2.63%2025-12-312026-01-09
PG PROCTER AND GAMBLE CO1.7K shares-19.89%2025-12-312026-01-09
GS GOLDMAN SACHS GROUP INC273 shares1265.00%2025-12-312026-01-09
VTV VANGUARD INDEX FDS1.2K shares15.77%2025-12-312026-01-09
TNGY TORTOISE CAPITAL SERIES TRUS23.9K shares-1.27%2025-12-312026-01-09
KRE SPDR SERIES TRUST3.3K shares-42.92%2025-12-312026-01-09
IVE ISHARES TR1.0K shares0.90%2025-12-312026-01-09
RYTM RHYTHM PHARMACEUTICALS INC2.0K shares0.00%2025-12-312026-01-09
GLD SPDR GOLD TR528 shares0.00%2025-12-312026-01-09
PEP PEPSICO INC1.4K shares4.28%2025-12-312026-01-09
BAC BANK AMERICA CORP3.6K shares15.00%2025-12-312026-01-09
SMH VANECK ETF TRUST533 shares0.38%2025-12-312026-01-09
DIA SPDR DOW JONES INDL AVERAGE394 shares-7.08%2025-12-312026-01-09
STIP ISHARES TR1.8K shares-20.04%2025-12-312026-01-09
DISV DIMENSIONAL ETF TRUST4.9K sharesnew addition2025-12-312026-01-09
TGT TARGET CORP1.8K shares3.72%2025-12-312026-01-09
PPA INVESCO EXCHANGE TRADED FD T1.1K shares0.27%2025-12-312026-01-09
IWO ISHARES TR536 shares-0.19%2025-12-312026-01-09
VOT VANGUARD INDEX FDS615 shares0.00%2025-12-312026-01-09
LH LABCORP HOLDINGS INC683 shares-10.13%2025-12-312026-01-09
CL COLGATE PALMOLIVE CO2.2K shares-16.40%2025-12-312026-01-09
NEE NEXTERA ENERGY INC2.1K shares5.50%2025-12-312026-01-09
IBM INTERNATIONAL BUSINESS MACHS555 shares12.58%2025-12-312026-01-09
AIQ GLOBAL X FDS3.2K shares0.13%2025-12-312026-01-09
ARES ARES MANAGEMENT CORPORATION982 shares0.92%2025-12-312026-01-09
GILD GILEAD SCIENCES INC1.3K shares21.53%2025-12-312026-01-09
VEEV VEEVA SYS INC678 shares20.43%2025-12-312026-01-09
VEU VANGUARD INTL EQUITY INDEX F2.0K shares2.21%2025-12-312026-01-09
MA MASTERCARD INCORPORATED257 shares22.97%2025-12-312026-01-09
DOV DOVER CORP750 shares-12.79%2025-12-312026-01-09
JMST J P MORGAN EXCHANGE TRADED F2.8K shares0.00%2025-12-312026-01-09
DFIC DIMENSIONAL ETF TRUST4.1K shares0.56%2025-12-312026-01-09
AMD ADVANCED MICRO DEVICES INC647 shares729.49%2025-12-312026-01-09
XLV SELECT SECTOR SPDR TR890 shares-19.89%2025-12-312026-01-09
IGM ISHARES TR1.1K shares-30.77%2025-12-312026-01-09
FPE FIRST TR EXCH TRADED FD III7.5K shares1.30%2025-12-312026-01-09
DFEM DIMENSIONAL ETF TRUST4.1K shares0.39%2025-12-312026-01-09
FNDE SCHWAB STRATEGIC TR3.7K shares2.62%2025-12-312026-01-09
RGA REINSURANCE GRP OF AMERICA I638 shares3.57%2025-12-312026-01-09
CSX CSX CORP3.5K shares-12.67%2025-12-312026-01-09
UST PROSHARES TR2.9K shares30.11%2025-12-312026-01-09
NFLX NETFLIX INC1.3K shares14633.33%2025-12-312026-01-09
ONTO ONTO INNOVATION INC786 shares0.00%2025-12-312026-01-09
VGT VANGUARD WORLD FD163 shares0.00%2025-12-312026-01-09
SHLD GLOBAL X FDS1.9K shares0.21%2025-12-312026-01-09
WM WASTE MGMT INC DEL554 shares1.84%2025-12-312026-01-09
ADI ANALOG DEVICES INC445 shares11.25%2025-12-312026-01-09
IWS ISHARES TR843 shares-15.95%2025-12-312026-01-09
JPST J P MORGAN EXCHANGE TRADED F2.3K shares0.00%2025-12-312026-01-09
ASML ASML HOLDING N V108 shares170.00%2025-12-312026-01-09
IWR ISHARES TR1.2K shares-13.98%2025-12-312026-01-09
EPD ENTERPRISE PRODS PARTNERS L3.4K shares3.43%2025-12-312026-01-09
XLF SELECT SECTOR SPDR TR2.0K shares0.66%2025-12-312026-01-09
AOA ISHARES TR1.2K shares1.95%2025-12-312026-01-09
EQR EQUITY RESIDENTIAL1.7K shares1.12%2025-12-312026-01-09
JEPI J P MORGAN EXCHANGE TRADED F1.9K shares3.95%2025-12-312026-01-09
MMM 3M CO665 shares5.72%2025-12-312026-01-09
WMT WALMART INC899 shares71.24%2025-12-312026-01-09
IJH ISHARES TR1.5K shares-20.08%2025-12-312026-01-09
CSCO CISCO SYS INC1.3K shares47.21%2025-12-312026-01-09
AMGN AMGEN INC302 shares30.17%2025-12-312026-01-09
BSV VANGUARD BD INDEX FDS1.2K shares34.88%2025-12-312026-01-09
VIS VANGUARD WORLD FD326 shares0.62%2025-12-312026-01-09
ALPS ETF TR ALPS ETF TR2.0K shares-2.12%2025-12-312026-01-09
AOR ISHARES TR1.4K shares1.32%2025-12-312026-01-09
ICVT ISHARES TR909 shares0.66%2025-12-312026-01-09
REET ISHARES TR3.5K shares1.50%2025-12-312026-01-09
MDLZ MONDELEZ INTL INC1.6K shares-34.18%2025-12-312026-01-09
TSM TAIWAN SEMICONDUCTOR MFG LTD275 shares-26.67%2025-12-312026-01-09
VZ VERIZON COMMUNICATIONS INC2.0K shares112.51%2025-12-312026-01-09
TJX TJX COS INC NEW534 shares13.62%2025-12-312026-01-09
BXP BXP INC1.2K shares-20.85%2025-12-312026-01-09
IWP ISHARES TR574 shares0.17%2025-12-312026-01-09
AVSU AMERICAN CENTY ETF TR1.0K shares2.54%2025-12-312026-01-09
BOTZ GLOBAL X FDS2.1K shares0.00%2025-12-312026-01-09
IGV ISHARES TR716 sharesnew addition2025-12-312026-01-09
CAT CATERPILLAR INC130 shares26.21%2025-12-312026-01-09
SCZ ISHARES TR963 shares1.90%2025-12-312026-01-09
PWZ INVESCO EXCH TRADED FD TR II3.1K shares1.79%2025-12-312026-01-09
BOND PIMCO ETF TR788 shares-30.45%2025-12-312026-01-09
BA BOEING CO335 shares37.86%2025-12-312026-01-09
MTD METTLER TOLEDO INTERNATIONAL52 shares-74.00%2025-12-312026-01-09
LOW LOWES COS INC297 shares-17.50%2025-12-312026-01-09
CRWD CROWDSTRIKE HLDGS INC151 shares104.05%2025-12-312026-01-09
MLM MARTIN MARIETTA MATLS INC113 shares2.73%2025-12-312026-01-09
CRM SALESFORCE INC264 shares60.00%2025-12-312026-01-09
RWJ INVESCO EXCH TRADED FD TR II1.4K shares-25.92%2025-12-312026-01-09
VTWO VANGUARD SCOTTSDALE FDS699 shares-16.09%2025-12-312026-01-09
UNH UNITEDHEALTH GROUP INC206 shares8.99%2025-12-312026-01-09
DVY ISHARES TR475 shares1.28%2025-12-312026-01-09
CCEP COCA-COLA EUROPACIFIC PARTNE733 shares-35.70%2025-12-312026-01-09
ARE ALEXANDRIA REAL ESTATE EQ IN1.3K shares-40.75%2025-12-312026-01-09
SPGM SPDR INDEX SHS FDS855 shares0.00%2025-12-312026-01-09
XBI SPDR SERIES TRUST536 shares0.19%2025-12-312026-01-09
INQQ EXCHANGE TRADED CONCEPTS TRU4.4K shares0.85%2025-12-312026-01-09
T AT&T INC2.6K shares19.75%2025-12-312026-01-09
FDN FIRST TR EXCHANGE-TRADED FD232 shares0.00%2025-12-312026-01-09
FXU FIRST TR EXCHANGE TRADED FD1.4K shares0.00%2025-12-312026-01-09
PFE PFIZER INC2.4K shares-45.53%2025-12-312026-01-09
BMY BRISTOL-MYERS SQUIBB CO1.1K shares64.51%2025-12-312026-01-09
HTGC HERCULES CAPITAL INC3.2K shares78.91%2025-12-312026-01-09
STWD STARWOOD PPTY TR INC3.3K sharesnew addition2025-12-312026-01-09
USHY ISHARES TR1.6K shares4.06%2025-12-312026-01-09
DHR DANAHER CORPORATION259 shares11.64%2025-12-312026-01-09
INTC INTEL CORP1.6K shares-74.80%2025-12-312026-01-09
VOOG VANGUARD ADMIRAL FDS INC133 shares1800.00%2025-12-312026-01-09
TMUS T-MOBILE US INC284 shares610.00%2025-12-312026-01-09
VYMI VANGUARD WHITEHALL FDS637 shares-2.45%2025-12-312026-01-09
PAVE GLOBAL X FDS1.2K shares0.25%2025-12-312026-01-09
MSI MOTOROLA SOLUTIONS INC149 shares223.91%2025-12-312026-01-09
UBER UBER TECHNOLOGIES INC692 shares38.12%2025-12-312026-01-09
IFRA ISHARES TR1.1K shares0.95%2025-12-312026-01-09
SPGI S&P GLOBAL INC107 shares-17.69%2025-12-312026-01-09
AJG GALLAGHER ARTHUR J & CO215 shares0.47%2025-12-312026-01-09
AON PLC AON PLC157 shares13.77%2025-12-312026-01-09
DGRO ISHARES TR789 shares1.15%2025-12-312026-01-09
RITM RITHM CAPITAL CORP5.0K sharesnew addition2025-12-312026-01-09
RDVI FIRST TR EXCHANGE-TRADED FD2.1K shares0.00%2025-12-312026-01-09
TDIV FIRST TR EXCHANGE TRADED FD553 sharesnew addition2025-12-312026-01-09
DFAX DIMENSIONAL ETF TRUST1.6K shares0.31%2025-12-312026-01-09
GE AEROSPACE GE AEROSPACE172 shares177.42%2025-12-312026-01-09
EFAV ISHARES TR614 shares-52.59%2025-12-312026-01-09
TOST TOAST INC1.5K sharesnew addition2025-12-312026-01-09
CNA CNA FINL CORP1.1K sharesnew addition2025-12-312026-01-09
CB CHUBB LIMITED168 shares20.00%2025-12-312026-01-09
IBIT ISHARES BITCOIN TRUST ETF1.1K shares764.75%2025-12-312026-01-09
EWA ISHARES INC1.9K shares1.67%2025-12-312026-01-09
ETH GRAYSCALE ETHEREUM MINI TR E1.8K shares-22.58%2025-12-312026-01-09
ED CONSOLIDATED EDISON INC503 sharesnew addition2025-12-312026-01-09
ORCL ORACLE CORP249 sharesnew addition2025-12-312026-01-09
TFSL TFS FINL CORP3.6K sharesnew addition2025-12-312026-01-09
NVS NOVARTIS AG350 shares0.00%2025-12-312026-01-09
VRSK VERISK ANALYTICS INC213 sharesnew addition2025-12-312026-01-09
NKE NIKE INC746 shares1.63%2025-12-312026-01-09
TWLO TWILIO INC331 sharesnew addition2025-12-312026-01-09
MMC MARSH & MCLENNAN COS INC252 shares6.33%2025-12-312026-01-09
RLI RLI CORP726 sharesnew addition2025-12-312026-01-09
VGSH VANGUARD SCOTTSDALE FDS784 shares0.77%2025-12-312026-01-09
NUSC NUSHARES ETF TR1.0K shares0.69%2025-12-312026-01-09
ACI ALBERTSONS COS INC2.7K sharesnew addition2025-12-312026-01-09
DFSB DIMENSIONAL ETF TRUST877 shares3.30%2025-12-312026-01-09
TMO THERMO FISHER SCIENTIFIC INC78 shares36.84%2025-12-312026-01-09
DRI DARDEN RESTAURANTS INC242 shares1.68%2025-12-312026-01-09
XLK SELECT SECTOR SPDR TR306 shares100.00%2025-12-312026-01-09
KR KROGER CO700 sharesnew addition2025-12-312026-01-09
DGRW WISDOMTREE TR484 shares0.83%2025-12-312026-01-09
LMT LOCKHEED MARTIN CORP89 sharesnew addition2025-12-312026-01-09
EBAY EBAY INC.493 shares7.88%2025-12-312026-01-09
AEE AMEREN CORP427 shares3.39%2025-12-312026-01-09
CMCSA COMCAST CORP NEW1.4K shares136.83%2025-12-312026-01-09
IVV ISHARES TR62 shares-16.22%2025-12-312026-01-09
XEL XCEL ENERGY INC572 shares15.79%2025-12-312026-01-09
VXUS VANGUARD STAR FDS555 shares-26.00%2025-12-312026-01-09
GEV GE VERNOVA INC63 shares75.00%2025-12-312026-01-09
AWK AMERICAN WTR WKS CO INC NEW308 sharesnew addition2025-12-312026-01-09
IJJ ISHARES TR304 shares0.00%2025-12-312026-01-09
NOC NORTHROP GRUMMAN CORP70 sharesnew addition2025-12-312026-01-09
SBUX STARBUCKS CORP472 shares19.19%2025-12-312026-01-09
IUSV ISHARES TR384 shares0.00%2025-12-312026-01-09
EGP EASTGROUP PPTYS INC221 shares10.50%2025-12-312026-01-09
KMI KINDER MORGAN INC DEL1.4K shares46.96%2025-12-312026-01-09
GQRE FLEXSHARES TR656 shares1.86%2025-12-312026-01-09
MO ALTRIA GROUP INC630 shares130.77%2025-12-312026-01-09
UNP UNION PAC CORP157 shares25.60%2025-12-312026-01-09
APD AIR PRODS & CHEMS INC147 shares0.00%2025-12-312026-01-09
COF CAPITAL ONE FINL CORP148 shares54.17%2025-12-312026-01-09
EQT CORP EQT CORP669 shares22.08%2025-12-312026-01-09
TTAN SERVICETITAN INC334 sharesnew addition2025-12-312026-01-09
AVSD AMERICAN CENTY ETF TR475 shares2.59%2025-12-312026-01-09
BIIB BIOGEN INC200 shares566.67%2025-12-312026-01-09
FLOT ISHARES TR656 shares2.98%2025-12-312026-01-09
HRB BLOCK H & R INC765 sharesnew addition2025-12-312026-01-09
AVSE AMERICAN CENTY ETF TR513 shares2.81%2025-12-312026-01-09
CHKP CHECK POINT SOFTWARE TECH LT178 shares0.00%2025-12-312026-01-09
VCSH VANGUARD SCOTTSDALE FDS409 shares-3.31%2025-12-312026-01-09
OTIS OTIS WORLDWIDE CORP371 sharesnew addition2025-12-312026-01-09
GATX GATX CORP190 sharesnew addition2025-12-312026-01-09
DBMF LITMAN GREGORY FDS TR1.1K shares-50.00%2025-12-312026-01-09
ICF ISHARES TR536 shares1.90%2025-12-312026-01-09
TDG TRANSDIGM GROUP INC24 sharesnew addition2025-12-312026-01-09
SYF SYNCHRONY FINANCIAL382 shares0.00%2025-12-312026-01-09
ARKF ARK ETF TR664 shares36.07%2025-12-312026-01-09
CNXC CONCENTRIX CORP758 shares-19.87%2025-12-312026-01-09
DVA DAVITA INC277 shares177.00%2025-12-312026-01-09
SPSM SPDR SERIES TRUST670 shares0.00%2025-12-312026-01-09
CNH CNH INDL N V3.4K sharesnew addition2025-12-312026-01-09
CGGO CAPITAL GROUP GBL GROWTH EQT894 shares0.00%2025-12-312026-01-09
CATH GLOBAL X FDS368 shares0.55%2025-12-312026-01-09
SDVY FIRST TR EXCHANGE-TRADED FD788 shares0.00%2025-12-312026-01-09
FXR FIRST TR EXCHANGE TRADED FD378 shares0.00%2025-12-312026-01-09
UTHR UNITED THERAPEUTICS CORP DEL61 shares27.08%2025-12-312026-01-09
SPYM SPDR SERIES TRUST363 shares-3.46%2025-12-312026-01-09
ECL ECOLAB INC109 shares45.33%2025-12-312026-01-09
RS RELIANCE INC98 sharesnew addition2025-12-312026-01-09
BWIN THE BALDWIN INSURANCE GRP IN1.2K shares0.00%2025-12-312026-01-09
FTNT FORTINET INC351 shares56.00%2025-12-312026-01-09
TTD THE TRADE DESK INC720 sharesnew addition2025-12-312026-01-09
WFC WELLS FARGO CO NEW291 shares385.00%2025-12-312026-01-09
MU MICRON TECHNOLOGY INC95 sharesnew addition2025-12-312026-01-09
AM ANTERO MIDSTREAM CORP1.5K sharesnew addition2025-12-312026-01-09
GM GENERAL MTRS CO330 sharesnew addition2025-12-312026-01-09
ROBT FIRST TR EXCHANGE TRADED FD507 shares0.00%2025-12-312026-01-09
PCEF INVESCO EXCH TRADED FD TR II1.3K shares0.00%2025-12-312026-01-09
CDNS CADENCE DESIGN SYSTEM INC83 shares0.00%2025-12-312026-01-09
OKTA OKTA INC296 sharesnew addition2025-12-312026-01-09
IAC IAC INC652 sharesnew addition2025-12-312026-01-09
SBAC SBA COMMUNICATIONS CORP NEW131 sharesnew addition2025-12-312026-01-09
MGK VANGUARD WORLD FD60 shares0.00%2025-12-312026-01-09
DFAR DIMENSIONAL ETF TRUST1.1K shares2.27%2025-12-312026-01-09
FAST FASTENAL CO611 shares12.32%2025-12-312026-01-09
PYPL PAYPAL HLDGS INC419 shares-0.95%2025-12-312026-01-09
PCOR PROCORE TECHNOLOGIES INC333 sharesnew addition2025-12-312026-01-09
ADBE ADOBE INC69 shares-89.84%2025-12-312026-01-09
CBOE CBOE GLOBAL MKTS INC96 sharesnew addition2025-12-312026-01-09
F FORD MTR CO1.8K sharesnew addition2025-12-312026-01-09
BMRN BIOMARIN PHARMACEUTICAL INC400 shares13233.33%2025-12-312026-01-09
AZO AUTOZONE INC7 shares133.33%2025-12-312026-01-09
AFL AFLAC INC215 sharesnew addition2025-12-312026-01-09
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JBL JABIL INC102 shares70.00%2025-12-312026-01-09
ISRG INTUITIVE SURGICAL INC41 sharesnew addition2025-12-312026-01-09
AVT AVNET INC481 sharesnew addition2025-12-312026-01-09
OBDC BLUE OWL CAPITAL CORPORATION1.9K sharesnew addition2025-12-312026-01-09
VIGI VANGUARD WHITEHALL FDS250 shares-64.08%2025-12-312026-01-09
VWO VANGUARD INTL EQUITY INDEX F414 shares0.00%2025-12-312026-01-09
VDC VANGUARD WORLD FD105 shares0.96%2025-12-312026-01-09
YUM YUM BRANDS INC147 sharesnew addition2025-12-312026-01-09
GL GLOBE LIFE INC159 shares-55.21%2025-12-312026-01-09
MS MORGAN STANLEY125 sharesnew addition2025-12-312026-01-09
COIN COINBASE GLOBAL INC98 shares15.29%2025-12-312026-01-09
ARKK ARK ETF TR288 shares-84.57%2025-12-312026-01-09
VICR VICOR CORP200 sharesnew addition2025-12-312026-01-09
KO COCA COLA CO313 shares107.28%2025-12-312026-01-09
OVV OVINTIV INC558 shares50.40%2025-12-312026-01-09
SWX SOUTHWEST GAS HLDGS INC272 sharesnew addition2025-12-312026-01-09
DOCN DIGITALOCEAN HLDGS INC449 sharesnew addition2025-12-312026-01-09
QCOM QUALCOMM INC126 sharesnew addition2025-12-312026-01-09
APH AMPHENOL CORP NEW159 sharesnew addition2025-12-312026-01-09
IAK ISHARES TR155 shares0.65%2025-12-312026-01-09
THO THOR INDS INC206 sharesnew addition2025-12-312026-01-09
DMCY ADVISORS INNER CIRCLE FD III682 shares0.00%2025-12-312026-01-09
GPK GRAPHIC PACKAGING HLDG CO1.4K sharesnew addition2025-12-312026-01-09
HACK AMPLIFY ETF TR260 shares0.00%2025-12-312026-01-09
SUSA ISHARES TR150 shares0.00%2025-12-312026-01-09
TMHC TAYLOR MORRISON HOME CORP354 sharesnew addition2025-12-312026-01-09
PFF ISHARES TR670 shares-56.80%2025-12-312026-01-09
OKE ONEOK INC NEW281 sharesnew addition2025-12-312026-01-09
LNG CHENIERE ENERGY INC105 sharesnew addition2025-12-312026-01-09
XNTK SPDR SERIES TRUST73 shares0.00%2025-12-312026-01-09
IMCG ISHARES TR254 shares-0.39%2025-12-312026-01-09
CVS CVS HEALTH CORP251 shares258.57%2025-12-312026-01-09
AL AIR LEASE CORP310 sharesnew addition2025-12-312026-01-09
INTU INTUIT30 sharesnew addition2025-12-312026-01-09
PM PHILIP MORRIS INTL INC122 shares1933.33%2025-12-312026-01-09
GIB CGI INC212 shares0.00%2025-12-312026-01-09
ILMN ILLUMINA INC149 shares44.66%2025-12-312026-01-09
COP CONOCOPHILLIPS207 shares59.23%2025-12-312026-01-09
DSI ISHARES TR150 shares0.00%2025-12-312026-01-09
DFSE DIMENSIONAL ETF TRUST465 shares1.53%2025-12-312026-01-09
CF CF INDS HLDGS INC249 sharesnew addition2025-12-312026-01-09
NULV NUSHARES ETF TR425 shares0.00%2025-12-312026-01-09
NXPI NXP SEMICONDUCTORS N V88 shares300.00%2025-12-312026-01-09
CME CME GROUP INC69 shares176.00%2025-12-312026-01-09
CRUS CIRRUS LOGIC INC159 sharesnew addition2025-12-312026-01-09
NNN NNN REIT INC475 sharesnew addition2025-12-312026-01-09
RPRX ROYALTY PHARMA PLC486 sharesnew addition2025-12-312026-01-09
NXST NEXSTAR MEDIA GROUP INC92 shares31.43%2025-12-312026-01-09
VONE VANGUARD SCOTTSDALE FDS60 shares0.00%2025-12-312026-01-09
DE DEERE & CO40 shares60.00%2025-12-312026-01-09
HON HONEYWELL INTL INC95 shares-80.21%2025-12-312026-01-09
RGLD ROYAL GOLD INC83 sharesnew addition2025-12-312026-01-09
NSA NATIONAL STORAGE AFFILIATES643 sharesnew addition2025-12-312026-01-09
ZBH ZIMMER BIOMET HOLDINGS INC201 sharesnew addition2025-12-312026-01-09
BR BROADRIDGE FINL SOLUTIONS IN80 sharesnew addition2025-12-312026-01-09
AMAT APPLIED MATLS INC69 sharesnew addition2025-12-312026-01-09
ACM AECOM186 sharesnew addition2025-12-312026-01-09
MAR MARRIOTT INTL INC NEW57 shares14.00%2025-12-312026-01-09
TXN TEXAS INSTRS INC102 sharesnew addition2025-12-312026-01-09
VUG VANGUARD INDEX FDS36 sharesnew addition2025-12-312026-01-09
IWB ISHARES TR47 shares-6.00%2025-12-312026-01-09
SOLV SOLVENTUM CORP221 shares15.71%2025-12-312026-01-09
DGS WISDOMTREE TR304 shares-9.25%2025-12-312026-01-09
PB PROSPERITY BANCSHARES INC249 sharesnew addition2025-12-312026-01-09
OXY OCCIDENTAL PETE CORP409 sharesnew addition2025-12-312026-01-09
IOT SAMSARA INC474 sharesnew addition2025-12-312026-01-09
ESML ISHARES TR360 shares0.00%2025-12-312026-01-09
LKQ LKQ CORP547 sharesnew addition2025-12-312026-01-09
ADSK AUTODESK INC55 sharesnew addition2025-12-312026-01-09
CUBE CUBESMART450 shares-80.00%2025-12-312026-01-09
ABNB AIRBNB INC119 sharesnew addition2025-12-312026-01-09
APP APPLOVIN CORP24 sharesnew addition2025-12-312026-01-09
MUSA MURPHY USA INC40 sharesnew addition2025-12-312026-01-09
TAP MOLSON COORS BEVERAGE CO345 sharesnew addition2025-12-312026-01-09
BKNG BOOKING HOLDINGS INC3 sharesnew addition2025-12-312026-01-09
ZTS ZOETIS INC126 shares-88.57%2025-12-312026-01-09
VLU SPDR SERIES TRUST75 shares0.00%2025-12-312026-01-09
AXP AMERICAN EXPRESS CO42 sharesnew addition2025-12-312026-01-09
XLI SELECT SECTOR SPDR TR100 shares0.00%2025-12-312026-01-09
WBD WARNER BROS DISCOVERY INC532 shares41.87%2025-12-312026-01-09
UHAL U HAUL HOLDING COMPANY304 sharesnew addition2025-12-312026-01-09
DLR DIGITAL RLTY TR INC99 shares-67.11%2025-12-312026-01-09
BDX BECTON DICKINSON & CO79 shares507.69%2025-12-312026-01-09
WEN WENDYS CO1.8K sharesnew addition2025-12-312026-01-09
MOS MOSAIC CO NEW630 sharesnew addition2025-12-312026-01-09
DBX DROPBOX INC536 sharesnew addition2025-12-312026-01-09
BAX BAXTER INTL INC774 shares301.04%2025-12-312026-01-09
DGX QUEST DIAGNOSTICS INC85 sharesnew addition2025-12-312026-01-09
FI FISERV INC219 sharesnew addition2025-12-312026-01-09
XT ISHARES TR210 shares0.00%2025-12-312026-01-09
GLPI GAMING & LEISURE PPTYS INC327 sharesnew addition2025-12-312026-01-09
EXG EATON VANCE TAX-MANAGED GLOB1.5K shares0.00%2025-12-312026-01-09
RNR RENAISSANCERE HLDGS LTD50 sharesnew addition2025-12-312026-01-09
HWM HOWMET AEROSPACE INC68 sharesnew addition2025-12-312026-01-09
AOM ISHARES TR291 shares2.46%2025-12-312026-01-09
FDX FEDEX CORP48 shares37.14%2025-12-312026-01-09
FCN FTI CONSULTING INC81 sharesnew addition2025-12-312026-01-09
BSX BOSTON SCIENTIFIC CORP145 sharesnew addition2025-12-312026-01-09
MORN MORNINGSTAR INC63 sharesnew addition2025-12-312026-01-09
SBRA SABRA HEALTH CARE REIT INC718 sharesnew addition2025-12-312026-01-09
VIRT VIRTU FINL INC407 sharesnew addition2025-12-312026-01-09
FIS FIDELITY NATL INFORMATION SV202 shares81.98%2025-12-312026-01-09
RIVN RIVIAN AUTOMOTIVE INC664 shares-18.93%2025-12-312026-01-09
MTG MGIC INVT CORP WIS447 sharesnew addition2025-12-312026-01-09
PAG PENSKE AUTOMOTIVE GRP INC82 sharesnew addition2025-12-312026-01-09
MNST MONSTER BEVERAGE CORP NEW168 sharesnew addition2025-12-312026-01-09
LINDE PLC LINDE PLC30 sharesnew addition2025-12-312026-01-09
CEG CONSTELLATION ENERGY CORP36 sharesnew addition2025-12-312026-01-09
TTWO TAKE-TWO INTERACTIVE SOFTWAR49 sharesnew addition2025-12-312026-01-09
BK BANK NEW YORK MELLON CORP108 sharesnew addition2025-12-312026-01-09
SWKS SKYWORKS SOLUTIONS INC196 shares30.67%2025-12-312026-01-09
MOH MOLINA HEALTHCARE INC71 sharesnew addition2025-12-312026-01-09
KIM KIMCO RLTY CORP600 shares0.00%2025-12-312026-01-09
FDS FACTSET RESH SYS INC41 sharesnew addition2025-12-312026-01-09
ADC AGREE RLTY CORP165 sharesnew addition2025-12-312026-01-09
PFBC PREFERRED BK LOS ANGELES CA125 sharesnew addition2025-12-312026-01-09
VRTX VERTEX PHARMACEUTICALS INC26 sharesnew addition2025-12-312026-01-09
MEDTRONIC PLC MEDTRONIC PLC122 sharesnew addition2025-12-312026-01-09
ARW ARROW ELECTRS INC106 sharesnew addition2025-12-312026-01-09
BHF BRIGHTHOUSE FINL INC178 sharesnew addition2025-12-312026-01-09
VICI VICI PPTYS INC408 sharesnew addition2025-12-312026-01-09
GFS GLOBALFOUNDRIES INC324 sharesnew addition2025-12-312026-01-09
CNC CENTENE CORP DEL272 sharesnew addition2025-12-312026-01-09
ROP ROPER TECHNOLOGIES INC25 shares-87.50%2025-12-312026-01-09
ICLR ICON PLC60 shares0.00%2025-12-312026-01-09
CLX CLOROX CO DEL108 shares20.00%2025-12-312026-01-09
LHX L3HARRIS TECHNOLOGIES INC37 shares146.67%2025-12-312026-01-09
UPS UNITED PARCEL SERVICE INC109 shares55.71%2025-12-312026-01-09
UFPI UFP INDUSTRIES INC118 sharesnew addition2025-12-312026-01-09
SON SONOCO PRODS CO242 sharesnew addition2025-12-312026-01-09
BJ BJS WHSL CLUB HLDGS INC117 sharesnew addition2025-12-312026-01-09
EMR EMERSON ELEC CO79 shares276.19%2025-12-312026-01-09
ZM ZOOM COMMUNICATIONS INC120 sharesnew addition2025-12-312026-01-09
AEP AMERICAN ELEC PWR CO INC89 shares122.50%2025-12-312026-01-09
EL LAUDER ESTEE COS INC98 shares36.11%2025-12-312026-01-09
CMI CUMMINS INC20 sharesnew addition2025-12-312026-01-09
BLKB BLACKBAUD INC160 sharesnew addition2025-12-312026-01-09
CTRA COTERRA ENERGY INC381 sharesnew addition2025-12-312026-01-09
NEM NEWMONT CORP100 sharesnew addition2025-12-312026-01-09
LYV LIVE NATION ENTERTAINMENT IN70 shares0.00%2025-12-312026-01-09
KMB KIMBERLY-CLARK CORP97 sharesnew addition2025-12-312026-01-09
BAH BOOZ ALLEN HAMILTON HLDG COR116 sharesnew addition2025-12-312026-01-09
DDOG DATADOG INC71 sharesnew addition2025-12-312026-01-09
ENPH ENPHASE ENERGY INC300 shares-53.85%2025-12-312026-01-09
SDY SPDR SERIES TRUST69 shares-34.29%2025-12-312026-01-09
CMG CHIPOTLE MEXICAN GRILL INC259 shares-46.49%2025-12-312026-01-09
USFD US FOODS HLDG CORP126 sharesnew addition2025-12-312026-01-09
WELL WELLTOWER INC51 sharesnew addition2025-12-312026-01-09
CW CURTISS WRIGHT CORP17 sharesnew addition2025-12-312026-01-09
URNM SPROTT FDS TR170 shares0.00%2025-12-312026-01-09
WTRG ESSENTIAL UTILS INC243 sharesnew addition2025-12-312026-01-09
VTRS VIATRIS INC746 sharesnew addition2025-12-312026-01-09
EXPE EXPEDIA GROUP INC33 shares3200.00%2025-12-312026-01-09
CCL CARNIVAL CORP303 sharesnew addition2025-12-312026-01-09
QQQM INVESCO EXCH TRADED FD TR II36 shares0.00%2025-12-312026-01-09
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available