The Analysis of Envestnet Portfolio Solutions, Inc.'s Holdings


Currently, Envestnet Portfolio Solutions, Inc. holds 1443 types of securities in its portfolio with a total value $27.1B. In the most recent quarter, they have increased their positions in OEF (+422.2K shares, valued at $140.5M), BAI (+3.1M shares, valued at $105.5M), SCHP (+3.9M shares, valued at $104.5M); decreased their positions in AGG (-11.5M shares, valued at $1.2B), MUB (-3.2M shares, valued at $342.8M), EFG (-1.3M shares, valued at $145.6M); initiated new positions in BDYN (+922.5K shares, valued at $23.3M), BDVL (+621.8K shares, valued at $15.5M), EVUS (+405.0K shares, valued at $12.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR3.1M shares1.33%2025-09-302025-10-30history
IWY ISHARES TR4.8M shares-4.66%2025-09-302025-10-30history
VOO VANGUARD INDEX FDS1.8M shares0.51%2025-09-302025-10-30history
APUE TRUST FOR PROFESSIONAL MANAG26.8M shares1.65%2025-09-302025-10-30history
VO VANGUARD INDEX FDS2.7M shares3.67%2025-09-302025-10-30history
IEFA ISHARES TR8.8M shares-0.04%2025-09-302025-10-30history
IEMG ISHARES INC11.4M shares4.51%2025-09-302025-10-30history
AGG ISHARES TR7.5M shares-60.59%2025-09-302025-10-30history
Sponsored
VEA VANGUARD TAX-MANAGED FDS11.9M shares0.55%2025-09-302025-10-30history
IUSB ISHARES TR12.1M shares-13.82%2025-09-302025-10-30history
IWX ISHARES TR6.2M shares-5.02%2025-09-302025-10-30history
EFV ISHARES TR7.8M shares-12.78%2025-09-302025-10-30history
BNDX VANGUARD CHARLOTTE FDS9.8M shares8.18%2025-09-302025-10-30history
APCB TRUST FOR PROFESSIONAL MANAG16.1M shares5.46%2025-09-302025-10-30history
APIE TRUST FOR PROFESSIONAL MANAG13.3M shares-12.36%2025-09-302025-10-30history
DYNF BLACKROCK ETF TRUST7.9M shares17.89%2025-09-302025-10-30history
Sponsored
IVW ISHARES TR3.6M shares-5.21%2025-09-302025-10-30history
IWS ISHARES TR2.8M shares1.74%2025-09-302025-10-30history
QUAL ISHARES TR1.9M shares-20.54%2025-09-302025-10-30history
IVE ISHARES TR1.7M shares0.46%2025-09-302025-10-30history
BSV VANGUARD BD INDEX FDS4.3M shares-1.32%2025-09-302025-10-30history
OEF ISHARES TR965.5K shares77.71%2025-09-302025-10-30history
VTWO VANGUARD SCOTTSDALE FDS3.1M shares1.55%2025-09-302025-10-30history
VT VANGUARD INTL EQUITY INDEX F2.1M shares55.71%2025-09-302025-10-30history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F5.2M shares0.14%2025-09-302025-10-30history
IWP ISHARES TR1.8M shares13.53%2025-09-302025-10-30history
SPY SPDR S&P 500 ETF TR378.5K shares29.49%2025-09-302025-10-30history
MSFT MICROSOFT CORP466.1K shares-1.57%2025-09-302025-10-30history
TLH ISHARES TR2.2M shares-8.88%2025-09-302025-10-30history
NVDA NVIDIA CORPORATION1.2M shares1.99%2025-09-302025-10-30history
AAPL APPLE INC764.5K shares-1.80%2025-09-302025-10-30history
VTI VANGUARD INDEX FDS561.9K shares-3.09%2025-09-302025-10-30history
Sponsored
MBB ISHARES TR1.9M shares0.47%2025-09-302025-10-30history
BAI BLACKROCK ETF TRUST5.3M shares141.10%2025-09-302025-10-30history
SCHH SCHWAB STRATEGIC TR8.4M shares6.24%2025-09-302025-10-30history
MUB ISHARES TR1.7M shares-66.00%2025-09-302025-10-30history
THRO BLACKROCK ETF TRUST4.5M shares-1.10%2025-09-302025-10-30history
VMBS VANGUARD SCOTTSDALE FDS3.6M shares1.34%2025-09-302025-10-30history
BIV VANGUARD BD INDEX FDS2.2M shares-1.70%2025-09-302025-10-30history
BLV VANGUARD BD INDEX FDS2.3M shares0.78%2025-09-302025-10-30history
Sponsored
VXF VANGUARD INDEX FDS726.2K shares1.62%2025-09-302025-10-30history
BINC BLACKROCK ETF TRUST II2.5M shares9.26%2025-09-302025-10-30history
IAU ISHARES GOLD TR1.7M shares51.85%2025-09-302025-10-30history
AMZN AMAZON COM INC553.4K shares0.46%2025-09-302025-10-30history
MTUM ISHARES TR464.4K shares-2.21%2025-09-302025-10-30history
VTV VANGUARD INDEX FDS633.5K shares-2.40%2025-09-302025-10-30history
XLSR SSGA ACTIVE TR2.0M shares3.29%2025-09-302025-10-30history
IAGG ISHARES TR2.2M shares-0.01%2025-09-302025-10-30history
Sponsored
DFIS DIMENSIONAL ETF TRUST3.5M shares20.26%2025-09-302025-10-30history
META META PLATFORMS INC148.8K shares1.81%2025-09-302025-10-30history
VXUS VANGUARD STAR FDS1.5M shares-1.60%2025-09-302025-10-30history
BND VANGUARD BD INDEX FDS1.4M shares-2.52%2025-09-302025-10-30history
SCHP SCHWAB STRATEGIC TR3.9M shares9813.58%2025-09-302025-10-30history
SPEM SPDR INDEX SHS FDS2.1M shares6.00%2025-09-302025-10-30history
SPDW SPDR INDEX SHS FDS2.1M shares23.28%2025-09-302025-10-30history
GOOGL ALPHABET INC368.5K shares-14.71%2025-09-302025-10-30history
Sponsored
VUG VANGUARD INDEX FDS182.3K shares-0.01%2025-09-302025-10-30history
ITA ISHARES TR402.3K shares9026.70%2025-09-302025-10-30history
AVGO BROADCOM INC244.2K shares1.34%2025-09-302025-10-30history
APMU TRUST FOR PROFESSIONAL MANAG3.1M shares8.19%2025-09-302025-10-30history
SPYG SPDR SERIES TRUST740.6K shares-10.62%2025-09-302025-10-30history
JPM JPMORGAN CHASE & CO.244.1K shares-4.39%2025-09-302025-10-30history
LCTU BLACKROCK ETF TRUST953.8K shares-5.86%2025-09-302025-10-30history
SPSM SPDR SERIES TRUST1.3M shares121.08%2025-09-302025-10-30history
Sponsored
GOOG ALPHABET INC237.6K shares0.64%2025-09-302025-10-30history
BIL SPDR SERIES TRUST627.6K shares39.29%2025-09-302025-10-30history
IWB ISHARES TR157.4K shares-10.00%2025-09-302025-10-30history
AVUV AMERICAN CENTY ETF TR573.7K shares-5.49%2025-09-302025-10-30history
SCHG SCHWAB STRATEGIC TR1.8M shares9.72%2025-09-302025-10-30history
ESGU ISHARES TR369.8K shares36.00%2025-09-302025-10-30history
HD HOME DEPOT INC131.3K shares-1.07%2025-09-302025-10-30history
NFLX NETFLIX INC42.0K shares-4.83%2025-09-302025-10-30history
Sponsored
SUSC ISHARES TR2.1M shares9.39%2025-09-302025-10-30history
V VISA INC139.2K shares-14.01%2025-09-302025-10-30history
DSI ISHARES TR368.3K shares-6.45%2025-09-302025-10-30history
FISR SSGA ACTIVE TR1.8M shares-49.23%2025-09-302025-10-30history
GSUS GOLDMAN SACHS ETF TR491.8K shares7.17%2025-09-302025-10-30history
TSLA TESLA INC101.3K shares3.43%2025-09-302025-10-30history
IJR ISHARES TR375.4K shares-6.59%2025-09-302025-10-30history
LQD ISHARES TR396.5K shares20.88%2025-09-302025-10-30history
Sponsored
JNK SPDR SERIES TRUST439.6K shares53.26%2025-09-302025-10-30history
TLT ISHARES TR469.3K shares-5.00%2025-09-302025-10-30history
EMB ISHARES TR409.3K shares-0.02%2025-09-302025-10-30history
VCRB VANGUARD MALVERN FDS491.8K shares912.62%2025-09-302025-10-30history
EAGG ISHARES TR789.0K shares-5.98%2025-09-302025-10-30history
ORCL ORACLE CORP129.4K shares4.48%2025-09-302025-10-30history
CVX CHEVRON CORP NEW230.0K shares2.59%2025-09-302025-10-30history
LLY ELI LILLY & CO46.1K shares20.57%2025-09-302025-10-30history
Sponsored
CERY SPDR SERIES TRUST1.2M shares45.50%2025-09-302025-10-30history
MA MASTERCARD INCORPORATED59.0K shares-9.28%2025-09-302025-10-30history
SCHV SCHWAB STRATEGIC TR1.1M shares1.78%2025-09-302025-10-30history
IGSB ISHARES TR616.7K shares0.03%2025-09-302025-10-30history
GLD SPDR GOLD TR90.9K shares0.92%2025-09-302025-10-30history
IDEV ISHARES TR402.9K shares-4.32%2025-09-302025-10-30history
IJH ISHARES TR488.3K shares-5.89%2025-09-302025-10-30history
VTEB VANGUARD MUN BD FDS617.9K shares747.08%2025-09-302025-10-30history
Sponsored
ETN EATON CORP PLC81.3K shares5.54%2025-09-302025-10-30history
GOVT ISHARES TR1.3M shares4.04%2025-09-302025-10-30history
USXF ISHARES TR525.3K shares-31.80%2025-09-302025-10-30history
IWR ISHARES TR311.5K shares-0.00%2025-09-302025-10-30history
VEU VANGUARD INTL EQUITY INDEX F419.0K shares-15.42%2025-09-302025-10-30history
IWF ISHARES TR63.6K shares-9.42%2025-09-302025-10-30history
ABBV ABBVIE INC125.7K shares-2.88%2025-09-302025-10-30history
PLD PROLOGIS INC.250.3K shares39.41%2025-09-302025-10-30history
Sponsored
CSCO CISCO SYS INC418.2K shares-3.82%2025-09-302025-10-30history
UNH UNITEDHEALTH GROUP INC82.5K shares-17.57%2025-09-302025-10-30history
STIP ISHARES TR262.9K shares-1.75%2025-09-302025-10-30history
QQQ INVESCO QQQ TR45.2K shares9.17%2025-09-302025-10-30history
SPYV SPDR SERIES TRUST474.4K shares-21.67%2025-09-302025-10-30history
GCOR GOLDMAN SACHS ETF TR624.4K shares11.28%2025-09-302025-10-30history
EFG ISHARES TR225.7K shares-84.99%2025-09-302025-10-30history
USMV ISHARES TR267.2K shares-4.13%2025-09-302025-10-30history
Sponsored
BAC BANK AMERICA CORP476.8K shares3.16%2025-09-302025-10-30history
IWD ISHARES TR120.3K shares-0.85%2025-09-302025-10-30history
COST COSTCO WHSL CORP NEW26.0K shares-15.39%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL47.8K shares-24.02%2025-09-302025-10-30history
XOM EXXON MOBIL CORP212.8K shares-25.04%2025-09-302025-10-30history
SPMD SPDR SERIES TRUST413.7K shares3.89%2025-09-302025-10-30history
BLK BLACKROCK INC20.3K shares-6.29%2025-09-302025-10-30history
IWM ISHARES TR97.0K shares78.22%2025-09-302025-10-30history
Sponsored
BDYN BLACKROCK ETF TRUST922.5K sharesnew addition2025-09-302025-10-30history
UNP UNION PAC CORP98.2K shares5.21%2025-09-302025-10-30history
ESGE ISHARES INC519.2K shares1.65%2025-09-302025-10-30history
ACN ACCENTURE PLC IRELAND90.9K shares-16.98%2025-09-302025-10-30history
MO ALTRIA GROUP INC328.6K shares13.96%2025-09-302025-10-30history
PYLD PIMCO ETF TR803.9K shares41.64%2025-09-302025-10-30history
AJG GALLAGHER ARTHUR J & CO69.2K shares-3.82%2025-09-302025-10-30history
LRCX LAM RESEARCH CORP159.8K shares3.28%2025-09-302025-10-30history
Sponsored
GWX SPDR INDEX SHS FDS527.2K shares2.91%2025-09-302025-10-30history
INTU INTUIT30.7K shares36.96%2025-09-302025-10-30history
PG PROCTER AND GAMBLE CO132.3K shares-20.53%2025-09-302025-10-30history
IEF ISHARES TR208.0K shares-6.25%2025-09-302025-10-30history
SNA SNAP ON INC57.8K shares0.41%2025-09-302025-10-30history
SGOV ISHARES TR196.9K shares10.84%2025-09-302025-10-30history
RSP INVESCO EXCHANGE TRADED FD T103.8K shares-40.91%2025-09-302025-10-30history
AMAT APPLIED MATLS INC95.9K shares7.47%2025-09-302025-10-30history
Sponsored
ISRG INTUITIVE SURGICAL INC43.4K shares6.42%2025-09-302025-10-30history
NEE NEXTERA ENERGY INC256.3K shares-5.99%2025-09-302025-10-30history
NULG NUSHARES ETF TR194.4K shares-0.47%2025-09-302025-10-30history
WMT WALMART INC186.4K shares3.61%2025-09-302025-10-30history
VB VANGUARD INDEX FDS74.7K shares-6.36%2025-09-302025-10-30history
ADI ANALOG DEVICES INC77.0K shares5.26%2025-09-302025-10-30history
PLTR PALANTIR TECHNOLOGIES INC102.7K shares1.08%2025-09-302025-10-30history
PM PHILIP MORRIS INTL INC115.1K shares-11.60%2025-09-302025-10-30history
Sponsored
NOW SERVICENOW INC20.2K shares-3.08%2025-09-302025-10-30history
NUBD NUSHARES ETF TR824.5K shares11.25%2025-09-302025-10-30history
APH AMPHENOL CORP NEW147.5K shares144.62%2025-09-302025-10-30history
GSIE GOLDMAN SACHS ETF TR436.9K shares-2.04%2025-09-302025-10-30history
CAFX PROFESIONALLY MANAGED PORTFO700.5K shares9.93%2025-09-302025-10-30history
BOND PIMCO ETF TR187.1K shares-1.38%2025-09-302025-10-30history
TJX TJX COS INC NEW119.5K shares-4.21%2025-09-302025-10-30history
RF REGIONS FINANCIAL CORP NEW654.2K shares6.17%2025-09-302025-10-30history
Sponsored
MS MORGAN STANLEY108.4K shares-11.13%2025-09-302025-10-30history
GVI ISHARES TR155.8K shares-14.42%2025-09-302025-10-30history
JNJ JOHNSON & JOHNSON89.4K shares-10.46%2025-09-302025-10-30history
TROW PRICE T ROWE GROUP INC161.3K shares143.34%2025-09-302025-10-30history
VCIT VANGUARD SCOTTSDALE FDS196.4K shares3.57%2025-09-302025-10-30history
QLTA ISHARES TR340.8K shares14.01%2025-09-302025-10-30history
NULV NUSHARES ETF TR376.9K shares8.85%2025-09-302025-10-30history
EBND SPDR SERIES TRUST769.5K shares-4.38%2025-09-302025-10-30history
Sponsored
AMD ADVANCED MICRO DEVICES INC100.0K shares4.80%2025-09-302025-10-30history
CME CME GROUP INC59.6K shares4.32%2025-09-302025-10-30history
DUK DUKE ENERGY CORP NEW129.9K shares-5.27%2025-09-302025-10-30history
LIN LINDE PLC33.2K shares-4.11%2025-09-302025-10-30history
ABT ABBOTT LABS117.6K shares-3.03%2025-09-302025-10-30history
TMO THERMO FISHER SCIENTIFIC INC32.4K shares-5.55%2025-09-302025-10-30history
DHR DANAHER CORPORATION78.6K shares-0.38%2025-09-302025-10-30history
BDVL BLACKROCK ETF TRUST621.8K sharesnew addition2025-09-302025-10-30history
Sponsored
SCZ ISHARES TR201.1K shares17.99%2025-09-302025-10-30history
UBER UBER TECHNOLOGIES INC157.2K shares-21.12%2025-09-302025-10-30history
CMF ISHARES TR269.7K shares12.65%2025-09-302025-10-30history
COP CONOCOPHILLIPS161.8K shares4.13%2025-09-302025-10-30history
KO COCA COLA CO230.5K shares-13.64%2025-09-302025-10-30history
HYGV FLEXSHARES TR370.1K shares-3.63%2025-09-302025-10-30history
RDVY FIRST TR EXCHANGE TRADED FD225.7K shares-8.60%2025-09-302025-10-30history
IGIB ISHARES TR280.0K shares5.76%2025-09-302025-10-30history
Sponsored
GSLC GOLDMAN SACHS ETF TR115.7K shares9.89%2025-09-302025-10-30history
JMBS JANUS DETROIT STR TR328.2K shares18.88%2025-09-302025-10-30history
PANW PALO ALTO NETWORKS INC72.8K shares-2.17%2025-09-302025-10-30history
BKNG BOOKING HOLDINGS INC2.7K shares0.81%2025-09-302025-10-30history
NUDM NUSHARES ETF TR387.5K shares4.36%2025-09-302025-10-30history
HIMU BLACKROCK ETF TRUST II295.5K shares53.81%2025-09-302025-10-30history
TOTL SSGA ACTIVE ETF TR355.5K shares6.35%2025-09-302025-10-30history
DGRO ISHARES TR211.6K shares-17.13%2025-09-302025-10-30history
Sponsored
IYW ISHARES TR73.6K shares-90.49%2025-09-302025-10-30history
AMGN AMGEN INC50.7K shares-5.12%2025-09-302025-10-30history
ESGD ISHARES TR151.7K shares54.91%2025-09-302025-10-30history
PEP PEPSICO INC98.7K shares2.89%2025-09-302025-10-30history
PFF ISHARES TR436.7K shares-2.49%2025-09-302025-10-30history
MDT MEDTRONIC PLC142.8K shares-16.09%2025-09-302025-10-30history
EFA ISHARES TR144.7K shares-10.24%2025-09-302025-10-30history
IDXX IDEXX LABS INC21.1K shares-6.01%2025-09-302025-10-30history
Sponsored
VRSK VERISK ANALYTICS INC53.5K shares-4.88%2025-09-302025-10-30history
AMCR AMCOR PLC1.6M shares5.72%2025-09-302025-10-30history
EMHC SPDR SERIES TRUST519.2K shares13.66%2025-09-302025-10-30history
LCTD BLACKROCK ETF TRUST242.3K shares-6.65%2025-09-302025-10-30history
TIPX SPDR SERIES TRUST661.0K shares3.72%2025-09-302025-10-30history
TSM TAIWAN SEMICONDUCTOR MFG LTD45.6K shares-4.00%2025-09-302025-10-30history
EVUS ISHARES TR405.0K sharesnew addition2025-09-302025-10-30history
EMN EASTMAN CHEM CO194.7K shares168.31%2025-09-302025-10-30history
Sponsored
ICVT ISHARES TR122.6K shares26.51%2025-09-302025-10-30history
WTV WISDOMTREE TR134.0K shares1.51%2025-09-302025-10-30history
SRLN SSGA ACTIVE ETF TR279.5K shares4.80%2025-09-302025-10-30history
EXC EXELON CORP255.2K shares657.93%2025-09-302025-10-30history
GILD GILEAD SCIENCES INC100.1K shares90.14%2025-09-302025-10-30history
XLF SELECT SECTOR SPDR TR205.6K shares25.23%2025-09-302025-10-30history
RSG REPUBLIC SVCS INC48.2K shares-11.31%2025-09-302025-10-30history
LHX L3HARRIS TECHNOLOGIES INC36.2K shares-21.83%2025-09-302025-10-30history
Sponsored
BKLN INVESCO EXCH TRADED FD TR II521.4K shares7.32%2025-09-302025-10-30history
ALL ALLSTATE CORP50.8K shares-3.80%2025-09-302025-10-30history
QCOM QUALCOMM INC65.4K shares-2.38%2025-09-302025-10-30history
KMI KINDER MORGAN INC DEL384.0K shares-28.20%2025-09-302025-10-30history
SHY ISHARES TR130.7K shares51.53%2025-09-302025-10-30history
HON HONEYWELL INTL INC51.4K shares-10.60%2025-09-302025-10-30history
MU MICRON TECHNOLOGY INC63.8K shares9.94%2025-09-302025-10-30history
VRT VERTIV HOLDINGS CO70.7K shares-1.70%2025-09-302025-10-30history
Sponsored
FBND FIDELITY MERRIMACK STR TR230.1K shares8.60%2025-09-302025-10-30history
WFC WELLS FARGO CO NEW126.0K shares74.06%2025-09-302025-10-30history
SNPS SYNOPSYS INC21.2K shares-2.72%2025-09-302025-10-30history
PH PARKER-HANNIFIN CORP13.8K shares-6.45%2025-09-302025-10-30history
WM WASTE MGMT INC DEL47.2K shares-7.35%2025-09-302025-10-30history
SCHD SCHWAB STRATEGIC TR381.5K shares11.48%2025-09-302025-10-30history
MDLZ MONDELEZ INTL INC165.7K shares-9.16%2025-09-302025-10-30history
CSGP COSTAR GROUP INC122.4K shares-10.49%2025-09-302025-10-30history
Sponsored
AMT AMERICAN TOWER CORP NEW53.3K shares-1.98%2025-09-302025-10-30history
VZ VERIZON COMMUNICATIONS INC232.3K shares-3.91%2025-09-302025-10-30history
LDOS LEIDOS HOLDINGS INC54.0K shares-5.10%2025-09-302025-10-30history
SPTS SPDR SERIES TRUST345.8K shares-1.98%2025-09-302025-10-30history
GTO INVESCO ACTIVELY MANAGED EXC213.3K shares3.78%2025-09-302025-10-30history
JEPI J P MORGAN EXCHANGE TRADED F177.2K shares-1.28%2025-09-302025-10-30history
COIN COINBASE GLOBAL INC29.8K sharesnew addition2025-09-302025-10-30history
XSMO INVESCO EXCHANGE TRADED FD T135.5K shares3.78%2025-09-302025-10-30history
Sponsored
EVRG EVERGY INC130.5K shares2.57%2025-09-302025-10-30history
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SCHW SCHWAB CHARLES CORP100.8K shares-0.96%2025-09-302025-10-30history
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UAL UNITED AIRLS HLDGS INC97.4K shares11.53%2025-09-302025-10-30history
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GSEW GOLDMAN SACHS ETF TR108.8K sharesnew addition2025-09-302025-10-30history
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DGRW WISDOMTREE TR99.7K shares5.04%2025-09-302025-10-30history
ANET ARISTA NETWORKS INC60.5K shares-8.53%2025-09-302025-10-30history
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TIP ISHARES TR77.5K shares-4.94%2025-09-302025-10-30history
FPE FIRST TR EXCH TRADED FD III471.2K shares18.48%2025-09-302025-10-30history
VV VANGUARD INDEX FDS27.9K shares-5.29%2025-09-302025-10-30history
CGDV CAPITAL GROUP DIVIDEND VALUE202.8K shares-29.47%2025-09-302025-10-30history
VYMI VANGUARD WHITEHALL FDS99.6K shares-23.22%2025-09-302025-10-30history
GS GOLDMAN SACHS GROUP INC10.5K shares-17.59%2025-09-302025-10-30history
FGDL FRANKLIN TEMPLETON HOLDINGS161.3K sharesnew addition2025-09-302025-10-30history
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XPH SPDR SERIES TRUST171.9K shares6.73%2025-09-302025-10-30history
IGEB ISHARES TR177.4K shares7.45%2025-09-302025-10-30history
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USB US BANCORP DEL166.5K shares-13.42%2025-09-302025-10-30history
HELO J P MORGAN EXCHANGE TRADED F122.3K shares8.09%2025-09-302025-10-30history
SDVY FIRST TR EXCHANGE-TRADED FD208.3K shares77.74%2025-09-302025-10-30history
AIRR FIRST TR EXCHANGE TRADED FD81.9K shares4.74%2025-09-302025-10-30history
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FNDF SCHWAB STRATEGIC TR183.1K shares13.79%2025-09-302025-10-30history
CGGE CAPITAL GROUP GLOBAL EQUITY254.2K shares265.33%2025-09-302025-10-30history
IGLB ISHARES TR151.1K shares18.13%2025-09-302025-10-30history
TXN TEXAS INSTRS INC42.2K shares-1.80%2025-09-302025-10-30history
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SCHB SCHWAB STRATEGIC TR297.3K shares-19.52%2025-09-302025-10-30history
MELI MERCADOLIBRE INC3.3K shares-4.09%2025-09-302025-10-30history
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LMBS FIRST TR EXCHANGE-TRADED FD150.8K shares-0.21%2025-09-302025-10-30history
CNC CENTENE CORP DEL209.6K shares107.53%2025-09-302025-10-30history
SPGI S&P GLOBAL INC15.4K shares-11.42%2025-09-302025-10-30history
GIGB GOLDMAN SACHS ETF TR159.3K shares7.72%2025-09-302025-10-30history
CGMU CAPITAL GRP FIXED INCM ETF T270.8K shares-12.77%2025-09-302025-10-30history
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XLK SELECT SECTOR SPDR TR26.2K shares7.93%2025-09-302025-10-30history
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VTIP VANGUARD MALVERN FDS145.1K shares-38.92%2025-09-302025-10-30history
SPTL SPDR SERIES TRUST267.9K shares-68.45%2025-09-302025-10-30history
VRTX VERTEX PHARMACEUTICALS INC18.2K shares5.36%2025-09-302025-10-30history
TDIV FIRST TR EXCHANGE TRADED FD72.1K shares4.13%2025-09-302025-10-30history
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COF CAPITAL ONE FINL CORP33.0K shares-9.00%2025-09-302025-10-30history
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MRK MERCK & CO INC80.3K shares-8.74%2025-09-302025-10-30history
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KLAC KLA CORP6.2K shares-13.92%2025-09-302025-10-30history
GPIX GOLDMAN SACHS ETF TR127.1K shares-1.54%2025-09-302025-10-30history
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JAAA JANUS DETROIT STR TR129.9K shares7.57%2025-09-302025-10-30history
BSX BOSTON SCIENTIFIC CORP66.7K shares1.11%2025-09-302025-10-30history
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FSIG FIRST TR EXCHANGE-TRADED FD330.8K shares-2.56%2025-09-302025-10-30history
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IEUR ISHARES TR92.0K shares25.41%2025-09-302025-10-30history
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GE GE AEROSPACE20.7K shares-16.02%2025-09-302025-10-30history
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PFE PFIZER INC243.3K shares-1.39%2025-09-302025-10-30history
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JPIE J P MORGAN EXCHANGE TRADED F130.1K shares33.14%2025-09-302025-10-30history
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NUEM NUSHARES ETF TR168.2K shares3.06%2025-09-302025-10-30history
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CGDG CAPITAL GROUP DIVIDEND GROWE167.2K shares24.45%2025-09-302025-10-30history
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VCSH VANGUARD SCOTTSDALE FDS71.7K shares-10.67%2025-09-302025-10-30history
SO SOUTHERN CO59.8K shares-23.89%2025-09-302025-10-30history
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EQIX EQUINIX INC7.1K shares0.73%2025-09-302025-10-30history
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DRI DARDEN RESTAURANTS INC28.6K shares-7.32%2025-09-302025-10-30history
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HYGW ISHARES TR176.7K shares11.48%2025-09-302025-10-30history
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CLOA BLACKROCK ETF TRUST II101.3K shares21.41%2025-09-302025-10-30history
IWO ISHARES TR16.4K shares0.77%2025-09-302025-10-30history
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ORLY OREILLY AUTOMOTIVE INC48.4K shares-13.75%2025-09-302025-10-30history
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ICE INTERCONTINENTAL EXCHANGE IN28.0K shares-16.65%2025-09-302025-10-30history
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UCON FIRST TR EXCHNG TRADED FD VI182.7K shares-23.92%2025-09-302025-10-30history
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IGRO ISHARES TR56.8K shares10.54%2025-09-302025-10-30history
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CAT CATERPILLAR INC9.0K shares-0.98%2025-09-302025-10-30history
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LNG CHENIERE ENERGY INC17.4K shares0.14%2025-09-302025-10-30history
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FLXR TCW ETF TRUST100.2K shares12.13%2025-09-302025-10-30history
FDL FIRST TR EXCHANGE-TRADED FD91.5K shares-4.18%2025-09-302025-10-30history
ASML ASML HOLDING N V4.0K shares-10.76%2025-09-302025-10-30history
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BTI BRITISH AMERN TOB PLC71.6K shares3.73%2025-09-302025-10-30history
MGK VANGUARD WORLD FD9.4K shares-1.35%2025-09-302025-10-30history
HYDB ISHARES TR79.3K shares-1.74%2025-09-302025-10-30history
MRVL MARVELL TECHNOLOGY INC45.1K shares-15.59%2025-09-302025-10-30history
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PWR QUANTA SVCS INC9.0K shares-25.27%2025-09-302025-10-30history
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HOOD ROBINHOOD MKTS INC25.7K shares-12.76%2025-09-302025-10-30history
PSX PHILLIPS 6627.0K shares-31.65%2025-09-302025-10-30history
SNY SANOFI SA77.4K shares-3.34%2025-09-302025-10-30history
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XEL XCEL ENERGY INC45.1K shares-2.65%2025-09-302025-10-30history
CGBL CAPITAL GROUP CORE BALANCED104.3K shares21.93%2025-09-302025-10-30history
XLY SELECT SECTOR SPDR TR15.0K shares64.39%2025-09-302025-10-30history
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FALN ISHARES TR123.3K shares-23.95%2025-09-302025-10-30history
KBWB INVESCO EXCH TRADED FD TR II43.5K shares-21.12%2025-09-302025-10-30history
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O REALTY INCOME CORP54.4K shares-5.11%2025-09-302025-10-30history
JBBB JANUS DETROIT STR TR68.5K shares41.28%2025-09-302025-10-30history
GSSC GOLDMAN SACHS ETF TR43.6K shares11.65%2025-09-302025-10-30history
ATI ATI INC39.7K shares27.39%2025-09-302025-10-30history
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VWOB VANGUARD WHITEHALL FDS47.9K shares-4.26%2025-09-302025-10-30history
QQMG INVESCO EXCH TRADED FD TR II76.9K shares3.12%2025-09-302025-10-30history
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CART MAPLEBEAR INC86.1K sharesnew addition2025-09-302025-10-30history
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HYLS FIRST TR EXCHANGE-TRADED FD74.1K shares7.66%2025-09-302025-10-30history
IBKR INTERACTIVE BROKERS GROUP IN45.1K shares-17.65%2025-09-302025-10-30history
COWZ PACER FDS TR53.9K shares-12.70%2025-09-302025-10-30history
VRP INVESCO EXCH TRADED FD TR II124.7K shares8.39%2025-09-302025-10-30history
GSK GSK PLC71.1K shares0.94%2025-09-302025-10-30history
GTIP GOLDMAN SACHS ETF TR61.3K shares12.20%2025-09-302025-10-30history
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ADSK AUTODESK INC9.6K shares-7.94%2025-09-302025-10-30history
MDY SPDR S&P MIDCAP 400 ETF TR5.1K shares0.75%2025-09-302025-10-30history
PNR PENTAIR PLC27.4K shares15.63%2025-09-302025-10-30history
BDX BECTON DICKINSON & CO16.2K shares-5.74%2025-09-302025-10-30history
IEI ISHARES TR25.1K shares-34.19%2025-09-302025-10-30history
DT DYNATRACE INC61.9K shares13.10%2025-09-302025-10-30history
HWM HOWMET AEROSPACE INC15.2K shares-27.20%2025-09-302025-10-30history
CRH CRH PLC24.9K shares23.61%2025-09-302025-10-30history
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AXP AMERICAN EXPRESS CO8.9K shares-5.34%2025-09-302025-10-30history
CTRA COTERRA ENERGY INC124.5K shares7.55%2025-09-302025-10-30history
CGCB CAPITAL GRP FIXED INCM ETF T109.1K shares12.09%2025-09-302025-10-30history
GLOV GOLDMAN SACHS ETF TR50.3K shares8.50%2025-09-302025-10-30history
ECL ECOLAB INC10.4K shares-12.20%2025-09-302025-10-30history
VGIT VANGUARD SCOTTSDALE FDS47.4K shares-15.30%2025-09-302025-10-30history
ITW ILLINOIS TOOL WKS INC10.8K shares-8.02%2025-09-302025-10-30history
JSTC TIDAL TRUST I138.2K shares6.99%2025-09-302025-10-30history
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UPS UNITED PARCEL SERVICE INC33.5K shares-50.38%2025-09-302025-10-30history
HYBL SSGA ACTIVE TR96.9K shares23.36%2025-09-302025-10-30history
KMB KIMBERLY-CLARK CORP22.2K shares27.53%2025-09-302025-10-30history
PYPL PAYPAL HLDGS INC40.8K shares2.72%2025-09-302025-10-30history
CACI CACI INTL INC5.5K shares-4.92%2025-09-302025-10-30history
GEV GE VERNOVA INC4.4K shares-21.08%2025-09-302025-10-30history
FITB FIFTH THIRD BANCORP60.7K shares-3.45%2025-09-302025-10-30history
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CGMS CAPITAL GRP FIXED INCM ETF T97.2K shares97.48%2025-09-302025-10-30history
AVDV AMERICAN CENTY ETF TR30.1K shares-3.92%2025-09-302025-10-30history
VTRS VIATRIS INC270.3K shares-9.06%2025-09-302025-10-30history
IWN ISHARES TR15.1K shares-11.33%2025-09-302025-10-30history
FE FIRSTENERGY CORP58.1K shares15.05%2025-09-302025-10-30history
JUST GOLDMAN SACHS ETF TR28.3K shares-15.26%2025-09-302025-10-30history
MCO MOODYS CORP5.4K shares-20.39%2025-09-302025-10-30history
MLM MARTIN MARIETTA MATLS INC4.1K shares-1.33%2025-09-302025-10-30history
Sponsored
XLC SELECT SECTOR SPDR TR21.8K shares-65.22%2025-09-302025-10-30history
CTAS CINTAS CORP12.4K shares-21.36%2025-09-302025-10-30history
ARES ARES MANAGEMENT CORPORATION16.0K shares-29.51%2025-09-302025-10-30history
DEMZ ADVISORS INNER CIRCLE FD III61.0K shares5.66%2025-09-302025-10-30history
CGMM CAPITAL GROUP EQUITY ETF TR89.2K shares256.65%2025-09-302025-10-30history
ADBE ADOBE INC7.2K shares-70.76%2025-09-302025-10-30history
VONE VANGUARD SCOTTSDALE FDS8.3K shares-29.14%2025-09-302025-10-30history
ACWI ISHARES TR18.2K shares10.74%2025-09-302025-10-30history
Sponsored
EOG EOG RES INC22.4K shares-32.97%2025-09-302025-10-30history
LPLA LPL FINL HLDGS INC7.5K shares-7.24%2025-09-302025-10-30history
NVS NOVARTIS AG19.4K shares-1.09%2025-09-302025-10-30history
GL GLOBE LIFE INC17.3K shares-20.37%2025-09-302025-10-30history
WELL WELLTOWER INC13.8K shares-8.21%2025-09-302025-10-30history
RJF RAYMOND JAMES FINL INC14.2K shares-8.67%2025-09-302025-10-30history
XLU SELECT SECTOR SPDR TR28.1K shares-3.12%2025-09-302025-10-30history
GLW CORNING INC29.9K shares79.88%2025-09-302025-10-30history
Sponsored
ETHO AMPLIFY ETF TR38.5K shares5.63%2025-09-302025-10-30history
FICO FAIR ISAAC CORP1.6K shares-27.13%2025-09-302025-10-30history
MOS MOSAIC CO NEW69.9K shares-24.95%2025-09-302025-10-30history
FTCB FIRST TR EXCHANGE-TRADED FD113.1K shares-9.14%2025-09-302025-10-30history
FDVV FIDELITY COVINGTON TRUST43.1K shares-35.58%2025-09-302025-10-30history
XLE SELECT SECTOR SPDR TR26.8K shares168.47%2025-09-302025-10-30history
AVEM AMERICAN CENTY ETF TR31.7K shares43.19%2025-09-302025-10-30history
CTVA CORTEVA INC34.7K shares-36.67%2025-09-302025-10-30history
Sponsored
HBAN HUNTINGTON BANCSHARES INC135.6K shares-16.40%2025-09-302025-10-30history
THC TENET HEALTHCARE CORP11.5K shares-27.33%2025-09-302025-10-30history
FSMB FIRST TR EXCH TRADED FD III114.9K shares-3.38%2025-09-302025-10-30history
NVO NOVO-NORDISK A S41.5K shares-18.45%2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available