The Analysis of EP Wealth Advisors, LLC's Holdings
Currently, EP Wealth Advisors, LLC holds 1421 types of securities in its portfolio with a total value $15.2B. In the most recent quarter, they have increased their positions in IGSB (+2.0M shares, valued at $107.6M), VOO (+124.0K shares, valued at $70.4M), SCHX (+2.9M shares, valued at $69.7M); decreased their positions in VWOB (-759.3K shares, valued at $49.6M), VTV (-148.2K shares, valued at $26.2M), SRE (-292.9K shares, valued at $22.2M); initiated new positions in JAAA (+463.7K shares, valued at $23.5M), SNOW (+94.7K shares, valued at $21.2M), JIRE (+249.4K shares, valued at $17.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS3.5M shares3.80%2025-06-302025-08-14
BIV VANGUARD BD INDEX FDS6.1M shares12.56%2025-06-302025-08-14 AAPL APPLE INC2.1M shares5.94%2025-06-302025-08-14 VIGI VANGUARD WHITEHALL FDS4.8M shares12.19%2025-06-302025-08-14 IGSB ISHARES TR7.8M shares35.71%2025-06-302025-08-14 MSFT MICROSOFT CORP797.0K shares11.38%2025-06-302025-08-14 VTV VANGUARD INDEX FDS2.2M shares-6.22%2025-06-302025-08-14 VOT VANGUARD INDEX FDS1.2M shares15.80%2025-06-302025-08-14 NVDA NVIDIA CORPORATION1.9M shares28.06%2025-06-302025-08-14 VWO VANGUARD INTL EQUITY INDEX F5.9M shares9.72%2025-06-302025-08-14 VOE VANGUARD INDEX FDS1.7M shares10.52%2025-06-302025-08-14 SPY SPDR S&P 500 ETF TR443.4K shares9.07%2025-06-302025-08-14 AMZN AMAZON COM INC1.2M shares9.01%2025-06-302025-08-14 AVGO BROADCOM INC898.2K shares2.13%2025-06-302025-08-14 DFLV DIMENSIONAL ETF TRUST7.8M shares20.34%2025-06-302025-08-14 AGG ISHARES TR2.4M shares1.05%2025-06-302025-08-14 JPM JPMORGAN CHASE & CO.754.1K shares7.02%2025-06-302025-08-14 XLK SELECT SECTOR SPDR TR841.8K shares21.91%2025-06-302025-08-14 GOOGL ALPHABET INC1.1M shares3.95%2025-06-302025-08-14 FUNL ADVISOR MANAGED PORTFOLIOS4.2M shares-1.72%2025-06-302025-08-14 VBK VANGUARD INDEX FDS642.0K shares6.70%2025-06-302025-08-14 DFAT DIMENSIONAL ETF TRUST3.3M shares8.42%2025-06-302025-08-14 VOO VANGUARD INDEX FDS308.7K shares67.10%2025-06-302025-08-14 DFIV DIMENSIONAL ETF TRUST3.6M shares18.44%2025-06-302025-08-14 COST COSTCO WHSL CORP NEW146.0K shares4.57%2025-06-302025-08-14 META META PLATFORMS INC180.7K shares-3.82%2025-06-302025-08-14 GOVT ISHARES TR5.8M shares0.68%2025-06-302025-08-14 IVV ISHARES TR178.8K shares104.28%2025-06-302025-08-14 BRK.B BERKSHIRE HATHAWAY INC DEL228.1K shares11.56%2025-06-302025-08-14 XOM EXXON MOBIL CORP932.1K shares3.42%2025-06-302025-08-14 V VISA INC279.9K shares13.77%2025-06-302025-08-14 RTX RTX CORPORATION614.2K shares4.28%2025-06-302025-08-14 JNJ Johnson & Johnson580.1K shares3.12%2025-06-302025-08-14 JSCP J P MORGAN EXCHANGE TRADED F1.9M shares48.66%2025-06-302025-08-14 MUB ISHARES TR844.7K shares-11.00%2025-06-302025-08-14 CSCO CISCO SYS INC1.1M shares-3.33%2025-06-302025-08-14 SYK STRYKER CORPORATION195.8K shares0.48%2025-06-302025-08-14 SCHX SCHWAB STRATEGIC TR3.1M shares976.06%2025-06-302025-08-14 IWF ISHARES TR180.2K shares0.96%2025-06-302025-08-14 XLB SELECT SECTOR SPDR TR853.5K shares6.41%2025-06-302025-08-14 IVW ISHARES TR679.5K shares487.92%2025-06-302025-08-14 QQQ INVESCO QQQ TR134.5K shares31.38%2025-06-302025-08-14 IVE ISHARES TR374.0K shares795.77%2025-06-302025-08-14 NEE NEXTERA ENERGY INC977.7K shares-3.83%2025-06-302025-08-14 MCD MCDONALDS CORP229.9K shares2.54%2025-06-302025-08-14 CMF ISHARES TR1.2M shares-6.24%2025-06-302025-08-14 HON HONEYWELL INTL INC283.7K shares4.79%2025-06-302025-08-14 BLK BlackRock Inc62.5K shares2.27%2025-06-302025-08-14 SPGI S&P Global Inc122.3K shares11.42%2025-06-302025-08-14 VTI VANGUARD INDEX FDS208.0K shares6.50%2025-06-302025-08-14 AMT AMERICAN TOWER CORP NEW284.6K shares1.03%2025-06-302025-08-14 ALL ALLSTATE CORP308.5K shares-0.48%2025-06-302025-08-14 IWD ISHARES TR313.1K shares0.05%2025-06-302025-08-14 GOOG ALPHABET INC321.3K shares26.64%2025-06-302025-08-14 DFSV DIMENSIONAL ETF TRUST1.9M shares-6.14%2025-06-302025-08-14 LLY ELI LILLY & CO71.8K shares3.82%2025-06-302025-08-14 VEA VANGUARD TAX-MANAGED FDS966.4K shares12.28%2025-06-302025-08-14 UNP UNION PAC CORP237.6K shares3.84%2025-06-302025-08-14 XLP SELECT SECTOR SPDR TR664.5K shares10.94%2025-06-302025-08-14 XLE SELECT SECTOR SPDR TR602.5K shares6.66%2025-06-302025-08-14 ESGD ISHARES TR568.2K shares3.02%2025-06-302025-08-14 PEP PEPSICO INC383.7K shares6.05%2025-06-302025-08-14 DFAC DIMENSIONAL ETF TRUST1.3M shares-11.54%2025-06-302025-08-14 ZTS Zoetis Inc272.4K shares5.12%2025-06-302025-08-14 BIL SPDR SERIES TRUST460.9K shares-19.19%2025-06-302025-08-14 XLY SELECT SECTOR SPDR TR193.6K shares9.46%2025-06-302025-08-14 CMCSA COMCAST CORP NEW1.1M shares2.62%2025-06-302025-08-14 EFV ISHARES TR630.1K shares24.65%2025-06-302025-08-14 DFAI DIMENSIONAL ETF TRUST1.2M shares-2.21%2025-06-302025-08-14 HCA HCA HEALTHCARE INC103.6K shares-1.11%2025-06-302025-08-14 VTEB VANGUARD MUN BD FDS790.2K shares1.45%2025-06-302025-08-14 IJR ISHARES TR337.1K shares75.47%2025-06-302025-08-14 XOP SPDR SERIES TRUST292.1K shares0.91%2025-06-302025-08-14 TJX TJX COS INC NEW285.4K shares6.13%2025-06-302025-08-14 AMD Advanced Micro Devices Inc246.1K shares32.70%2025-06-302025-08-14 PZA INVESCO EXCH TRADED FD TR II1.5M shares5.21%2025-06-302025-08-14 WM WASTE MGMT INC DEL147.5K shares11.27%2025-06-302025-08-14 NKE NIKE INC470.5K shares7.41%2025-06-302025-08-14 SO SOUTHERN CO362.6K shares4.54%2025-06-302025-08-14 VIG VANGUARD SPECIALIZED FUNDS160.2K shares13.20%2025-06-302025-08-14 TSLA TESLA INC102.9K shares12.06%2025-06-302025-08-14 HD HOME DEPOT INC89.0K shares8.34%2025-06-302025-08-14 PAVE GLOBAL X FDS745.5K shares-1.28%2025-06-302025-08-14 QQQM INVESCO EXCH TRADED FD TR II143.1K shares-0.70%2025-06-302025-08-14 ORLY OREILLY AUTOMOTIVE INC358.6K shares1459.65%2025-06-302025-08-14 VB VANGUARD INDEX FDS130.8K shares11.41%2025-06-302025-08-14 ROK ROCKWELL AUTOMATION INC92.7K shares2.43%2025-06-302025-08-14 TAXX BONDBLOXX ETF TRUST593.8K shares-8.12%2025-06-302025-08-14 IJH ISHARES TR485.3K shares56.67%2025-06-302025-08-14 CRM Salesforce Inc108.8K shares0.95%2025-06-302025-08-14 WELL WELLTOWER INC192.0K shares6.00%2025-06-302025-08-14 MGK VANGUARD WORLD FD80.5K shares-0.53%2025-06-302025-08-14 MA MASTERCARD INCORPORATED51.6K shares163.49%2025-06-302025-08-14 ORCL Oracle Corp129.6K shares10.53%2025-06-302025-08-14 IEMG ISHARES INC459.6K shares105.92%2025-06-302025-08-14 IWP ISHARES TR198.7K shares-37.19%2025-06-302025-08-14 VLO Valero Energy Corp203.1K shares5.18%2025-06-302025-08-14 DFIC DIMENSIONAL ETF TRUST876.1K shares1.79%2025-06-302025-08-14 KEYS KEYSIGHT TECHNOLOGIES INC162.3K shares0.38%2025-06-302025-08-14 AMLP ALPS ETF TR531.9K shares0.26%2025-06-302025-08-14 PG PROCTER AND GAMBLE CO161.9K shares50.58%2025-06-302025-08-14 PANW Palo Alto Networks Inc124.0K shares3.19%2025-06-302025-08-14 UNH Unitedhealth Group Inc80.8K shares-2.76%2025-06-302025-08-14 NFLX Netflix Inc18.7K shares11.07%2025-06-302025-08-14 APH AMPHENOL CORP NEW251.6K shares1704.14%2025-06-302025-08-14 ACN ACCENTURE PLC IRELAND81.1K shares11.07%2025-06-302025-08-14 XLF SELECT SECTOR SPDR TR460.2K shares71.18%2025-06-302025-08-14 WFC WELLS FARGO CO NEW298.3K shares24.18%2025-06-302025-08-14 XEL Xcel Energy Inc347.7K shares3324.59%2025-06-302025-08-14 ABBV ABBVIE INC127.4K shares1.04%2025-06-302025-08-14 EFA ISHARES TR263.8K shares-1.93%2025-06-302025-08-14 JAAA JANUS DETROIT STR TR463.7K sharesnew addition2025-06-302025-08-14 KRE SPDR SERIES TRUST393.7K shares-8.37%2025-06-302025-08-14 EFG ISHARES TR206.5K shares-7.84%2025-06-302025-08-14 FLEE FRANKLIN TEMPLETON ETF TR677.8K shares2.08%2025-06-302025-08-14 DFAS DIMENSIONAL ETF TRUST346.3K shares1.46%2025-06-302025-08-14 BAC BANK AMERICA CORP464.7K shares0.10%2025-06-302025-08-14 XYL Xylem Inc167.4K shares0.79%2025-06-302025-08-14 CVX CHEVRON CORP NEW150.5K shares2.37%2025-06-302025-08-14 SCHG SCHWAB STRATEGIC TR736.8K shares100.06%2025-06-302025-08-14 WMT WALMART INC219.4K shares20.10%2025-06-302025-08-14 SNOW Snowflake Inc94.7K sharesnew addition2025-06-302025-08-14 BRK.A BERKSHIRE HATHAWAY INC DEL29 shares7.41%2025-06-302025-08-14 IEFA ISHARES TR251.8K shares125.49%2025-06-302025-08-14 PULS PGIM ETF TR415.1K shares4.16%2025-06-302025-08-14 ADBE ADOBE INC51.6K shares5.98%2025-06-302025-08-14 IVLU ISHARES TR606.6K shares9998.02%2025-06-302025-08-14 STZ CONSTELLATION BRANDS INC122.2K shares1966.76%2025-06-302025-08-14 PWZ INVESCO EXCH TRADED FD TR II834.1K shares-3.84%2025-06-302025-08-14 IWM ISHARES TR89.7K shares95.56%2025-06-302025-08-14 MCK MCKESSON CORP26.3K shares-0.83%2025-06-302025-08-14 TIDAL TRUST I TIDAL TRUST I776.9K shares-7.29%2025-06-302025-08-14 FDRR FIDELITY COVINGTON TRUST348.6K shares-7.55%2025-06-302025-08-14 XLC SELECT SECTOR SPDR TR170.8K shares44.09%2025-06-302025-08-14 ABT ABBOTT LABS133.2K shares110.99%2025-06-302025-08-14 XLV SELECT SECTOR SPDR TR133.4K shares107.14%2025-06-302025-08-14 JIRE J P MORGAN EXCHANGE TRADED F249.4K sharesnew addition2025-06-302025-08-14 VO VANGUARD INDEX FDS62.1K shares21.51%2025-06-302025-08-14 MDY SPDR S&P MIDCAP 400 ETF TR29.6K shares-5.38%2025-06-302025-08-14 LOW LOWES COS INC73.6K shares1.12%2025-06-302025-08-14 QCOM QUALCOMM Inc101.9K shares-7.23%2025-06-302025-08-14 MRK MERCK & CO INC202.3K shares34.72%2025-06-302025-08-14 QTEC FIRST TR EXCHANGE-TRADED FD73.7K shares-7.09%2025-06-302025-08-14 SKYW Skywest Inc147.6K shares-1.10%2025-06-302025-08-14 IBDR ISHARES TR621.9K shares324.14%2025-06-302025-08-14 JEPI J P MORGAN EXCHANGE TRADED F263.4K shares-2.65%2025-06-302025-08-14 XLG INVESCO EXCHANGE TRADED FD T283.3K shares1062.47%2025-06-302025-08-14 IBDW ISHARES TR688.3K sharesnew addition2025-06-302025-08-14 IBDV ISHARES TR654.0K sharesnew addition2025-06-302025-08-14 SUB ISHARES TR134.4K shares84.93%2025-06-302025-08-14 XLI SELECT SECTOR SPDR TR96.7K shares60.54%2025-06-302025-08-14 URI UNITED RENTALS INC18.8K shares957.75%2025-06-302025-08-14 FNDX SCHWAB STRATEGIC TR574.4K shares664.54%2025-06-302025-08-14 EMO CLEARBRIDGE ENERGY MIDSTRM O293.4K shares-4.30%2025-06-302025-08-14 GLD SPDR GOLD TR45.6K shares9.42%2025-06-302025-08-14 KKR KKR & CO INC104.0K shares1526.36%2025-06-302025-08-14 IBM INTERNATIONAL BUSINESS MACHS46.4K shares17.47%2025-06-302025-08-14 VYM VANGUARD WHITEHALL FDS99.6K shares18.21%2025-06-302025-08-14 JMSI J P MORGAN EXCHANGE TRADED F266.8K shares-15.35%2025-06-302025-08-14 SCHD SCHWAB STRATEGIC TR495.3K shares161.92%2025-06-302025-08-14 GIGB GOLDMAN SACHS ETF TR283.1K shares-3.47%2025-06-302025-08-14 SCHF SCHWAB STRATEGIC TR583.9K shares5.58%2025-06-302025-08-14 ECL Ecolab Inc46.2K shares233.53%2025-06-302025-08-14 TMO THERMO FISHER SCIENTIFIC INC30.1K shares71.56%2025-06-302025-08-14 DFUV DIMENSIONAL ETF TRUST288.1K shares17.67%2025-06-302025-08-14 DFAX DIMENSIONAL ETF TRUST414.7K shares-24.80%2025-06-302025-08-14 FAX ABRDN ASIA PACIFIC INCOME FU760.9K shares-6.33%2025-06-302025-08-14 AME Ametek Inc66.8K shares643.57%2025-06-302025-08-14 AMGN AMGEN INC43.1K shares8.22%2025-06-302025-08-14 SUSB ISHARES TR469.4K shares25.97%2025-06-302025-08-14 AMAT APPLIED MATLS INC62.6K shares-7.56%2025-06-302025-08-14 NOC Northrop Grumman Corp22.5K shares-1.31%2025-06-302025-08-14 IBHE ISHARES TR483.1K shares-9.55%2025-06-302025-08-14 DIS DISNEY WALT CO88.5K shares-3.36%2025-06-302025-08-14 OEF ISHARES TR36.0K shares13.13%2025-06-302025-08-14 ETN EATON CORP PLC30.5K shares-0.09%2025-06-302025-08-14 CTAS Cintas Corp47.0K shares-8.65%2025-06-302025-08-14 HEZU ISHARES TR253.3K shares-0.19%2025-06-302025-08-14 DHR DANAHER CORPORATION52.0K shares89.05%2025-06-302025-08-14 FNDE SCHWAB STRATEGIC TR306.2K shares371.43%2025-06-302025-08-14 IUSG ISHARES TR67.1K shares328.81%2025-06-302025-08-14 VXF VANGUARD INDEX FDS51.4K shares1.19%2025-06-302025-08-14 APD AIR PRODS & CHEMS INC35.0K shares134.97%2025-06-302025-08-14 IWN ISHARES TR62.5K shares-12.59%2025-06-302025-08-14 RSG REPUBLIC SVCS INC40.0K shares871.79%2025-06-302025-08-14 RSP INVESCO EXCHANGE TRADED FD T53.2K shares97.97%2025-06-302025-08-14 IBDQ ISHARES TR378.1K shares92.04%2025-06-302025-08-14 IBDS ISHARES TR391.5K shares214.53%2025-06-302025-08-14 AXP AMERICAN EXPRESS CO29.7K shares4.71%2025-06-302025-08-14 PM PHILIP MORRIS INTL INC51.3K shares8.80%2025-06-302025-08-14 GS Goldman Sachs Group Inc13.2K shares95.12%2025-06-302025-08-14 TDG TransDigm Group Inc6.1K shares-2.86%2025-06-302025-08-14 AVUV AMERICAN CENTY ETF TR100.7K shares-2.92%2025-06-302025-08-14 VBR VANGUARD INDEX FDS46.3K shares3.35%2025-06-302025-08-14 DBEF DBX ETF TR201.2K sharesnew addition2025-06-302025-08-14 GWW GRAINGER W W INC8.5K shares-0.60%2025-06-302025-08-14 IWB ISHARES TR25.6K shares4.63%2025-06-302025-08-14 ESML ISHARES TR209.8K shares2.26%2025-06-302025-08-14 TXN TEXAS INSTRS INC41.5K shares10.79%2025-06-302025-08-14 VGT VANGUARD WORLD FD12.9K shares10.95%2025-06-302025-08-14 DFAE DIMENSIONAL ETF TRUST294.8K shares-18.03%2025-06-302025-08-14 VZ VERIZON COMMUNICATIONS INC197.1K shares42.80%2025-06-302025-08-14 JQUA J P MORGAN EXCHANGE TRADED F141.3K shares0.27%2025-06-302025-08-14 LMT Lockheed Martin Corp18.1K shares1.03%2025-06-302025-08-14 KO COCA COLA CO118.2K shares7.11%2025-06-302025-08-14 USMC PRINCIPAL EXCHANGE TRADED FD133.2K shares2.04%2025-06-302025-08-14 BKNG BOOKING HOLDINGS INC1.4K shares0.63%2025-06-302025-08-14 VXUS VANGUARD STAR FDS120.1K shares18.96%2025-06-302025-08-14 GPIQ GOLDMAN SACHS ETF TR163.1K shares0.92%2025-06-302025-08-14 ADP AUTOMATIC DATA PROCESSING IN24.8K shares5.34%2025-06-302025-08-14 CRWD CROWDSTRIKE HLDGS INC14.8K shares5.21%2025-06-302025-08-14 IUSB ISHARES TR161.7K shares2187.62%2025-06-302025-08-14 CAT CATERPILLAR INC19.2K shares10.91%2025-06-302025-08-14 PH PARKER-HANNIFIN CORP10.7K shares174.87%2025-06-302025-08-14 JIG J P MORGAN EXCHANGE TRADED F104.2K sharesnew addition2025-06-302025-08-14 ISRG INTUITIVE SURGICAL INC13.5K shares0.59%2025-06-302025-08-14 IWO ISHARES TR25.7K shares0.79%2025-06-302025-08-14 IEO ISHARES TR82.3K shares0.88%2025-06-302025-08-14 IHI ISHARES TR114.3K shares-12.03%2025-06-302025-08-14 IUSV ISHARES TR75.2K shares100.97%2025-06-302025-08-14 XLU SELECT SECTOR SPDR TR87.1K shares80.37%2025-06-302025-08-14 CVS CVS HEALTH CORP102.4K shares-4.02%2025-06-302025-08-14 DIA SPDR DOW JONES INDL AVERAGE16.0K shares11.26%2025-06-302025-08-14 VTWO VANGUARD SCOTTSDALE FDS80.3K shares-3.50%2025-06-302025-08-14 SMH VANECK ETF TRUST25.0K shares-4.82%2025-06-302025-08-14 EEM ISHARES TR144.4K shares1.83%2025-06-302025-08-14 SCHV SCHWAB STRATEGIC TR248.5K shares75.13%2025-06-302025-08-14 KLAC KLA CORP7.7K shares2.58%2025-06-302025-08-14 T AT&T INC232.2K shares20.92%2025-06-302025-08-14 PFE PFIZER INC276.6K shares-1.00%2025-06-302025-08-14 GE GE AEROSPACE25.9K shares8.76%2025-06-302025-08-14 VWOB VANGUARD WHITEHALL FDS98.5K shares-88.52%2025-06-302025-08-14 VRSK VERISK ANALYTICS INC20.4K sharesnew addition2025-06-302025-08-14 JMST J P MORGAN EXCHANGE TRADED F123.3K shares14.45%2025-06-302025-08-14 TSM TAIWAN SEMICONDUCTOR MFG LTD27.6K shares27.26%2025-06-302025-08-14 MS Morgan Stanley44.4K shares33.32%2025-06-302025-08-14 EPD ENTERPRISE PRODS PARTNERS L200.0K shares9.03%2025-06-302025-08-14 FICO FAIR ISAAC CORP3.4K shares-1.71%2025-06-302025-08-14 DGRO ISHARES TR96.4K shares-13.18%2025-06-302025-08-14 USB US BANCORP DEL133.3K shares28.97%2025-06-302025-08-14 ANET ARISTA NETWORKS INC57.8K shares0.30%2025-06-302025-08-14 UBER Uber Technologies Inc62.9K shares2.25%2025-06-302025-08-14 FLGB FRANKLIN TEMPLETON ETF TR191.0K shares-0.18%2025-06-302025-08-14 FI Fiserv Inc33.9K shares118.66%2025-06-302025-08-14 USMV ISHARES TR60.9K shares-1.44%2025-06-302025-08-14 INDA ISHARES TR101.4K shares-4.61%2025-06-302025-08-14 SGOV ISHARES TR55.9K shares309.33%2025-06-302025-08-14 IBDT ISHARES TR219.6K shares33.07%2025-06-302025-08-14 MPC MARATHON PETE CORP33.4K shares61.22%2025-06-302025-08-14 VHT VANGUARD WORLD FD22.3K shares-2.54%2025-06-302025-08-14 PAYX PAYCHEX INC37.6K shares-1.67%2025-06-302025-08-14 BSCP INVESCO EXCH TRD SLF IDX FD262.1K shares-2.84%2025-06-302025-08-14 INTU INTUIT6.9K shares-15.28%2025-06-302025-08-14 C CITIGROUP INC63.4K shares5.55%2025-06-302025-08-14 BA Boeing Co25.3K shares25.11%2025-06-302025-08-14 LIN Linde plc11.2K shares59.89%2025-06-302025-08-14 BSCQ INVESCO EXCH TRD SLF IDX FD266.7K shares-4.89%2025-06-302025-08-14 SDY SPDR SERIES TRUST37.9K shares0.76%2025-06-302025-08-14 PWR QUANTA SVCS INC13.5K shares48.94%2025-06-302025-08-14 DOV Dover Corp27.9K shares-0.09%2025-06-302025-08-14 IJK ISHARES TR55.8K shares1.01%2025-06-302025-08-14 SBUX Starbucks Corp55.3K 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shares372.54%2025-06-302025-08-14 CWB SPDR SERIES TRUST19.6K shares-0.14%2025-06-302025-08-14 MET METLIFE INC20.1K shares27.82%2025-06-302025-08-14 MDYV SPDR SERIES TRUST20.3K shares-45.36%2025-06-302025-08-14 SLYV SPDR SERIES TRUST20.2K shares-12.60%2025-06-302025-08-14 PNC PNC FINL SVCS GROUP INC8.6K shares80.74%2025-06-302025-08-14 IJJ ISHARES TR12.8K shares2.45%2025-06-302025-08-14 VCIT VANGUARD SCOTTSDALE FDS18.7K shares31.74%2025-06-302025-08-14 MGV VANGUARD WORLD FD11.8K shares-3.95%2025-06-302025-08-14 NXPI NXP SEMICONDUCTORS N V7.1K shares42.48%2025-06-302025-08-14 TGT TARGET CORP15.7K shares-6.91%2025-06-302025-08-14 VEU VANGUARD INTL EQUITY INDEX F22.9K shares11.68%2025-06-302025-08-14 HDV ISHARES TR13.1K shares-1.33%2025-06-302025-08-14 SNPS SYNOPSYS INC3.0K shares2.78%2025-06-302025-08-14 IEUS ISHARES TR22.8K shares0.00%2025-06-302025-08-14 PZT INVESCO EXCH TRADED FD TR II70.8K shares-7.33%2025-06-302025-08-14 IDEV ISHARES TR20.0K shares49.79%2025-06-302025-08-14 NVS NOVARTIS AG12.6K shares10.49%2025-06-302025-08-14 USFR WISDOMTREE TR30.2K shares10.79%2025-06-302025-08-14 CGGO CAPITAL GROUP GBL GROWTH EQT47.5K shares0.21%2025-06-302025-08-14 MSTR MICROSTRATEGY INC3.7K shares4.35%2025-06-302025-08-14 ES Eversource Energy23.8K shares11.63%2025-06-302025-08-14 SPSM SPDR SERIES TRUST35.4K shares-7.26%2025-06-302025-08-14 SSNC SS&C TECHNOLOGIES HLDGS INC18.1K shares162.61%2025-06-302025-08-14 SYY SYSCO CORP19.4K shares-5.40%2025-06-302025-08-14 VSS VANGUARD INTL EQUITY INDEX F10.9K shares0.97%2025-06-302025-08-14 BALL Ball Corp26.1K shares496.04%2025-06-302025-08-14 NTRS NORTHERN TR CORP11.4K shares2.69%2025-06-302025-08-14 ANSS Ansys Inc4.1K shares297.97%2025-06-302025-08-14 IWX ISHARES TR17.0K sharesnew addition2025-06-302025-08-14 DON WISDOMTREE TR28.5K shares0.07%2025-06-302025-08-14 CCI CROWN CASTLE INC13.8K shares106.24%2025-06-302025-08-14 TD TORONTO DOMINION BK ONT19.3K shares95.14%2025-06-302025-08-14 JCI JOHNSON CTLS INTL PLC13.4K shares9.74%2025-06-302025-08-14 TEAM ATLASSIAN CORPORATION7.0K shares163.27%2025-06-302025-08-14 IGRO ISHARES TR17.8K shares0.00%2025-06-302025-08-14 BSV VANGUARD BD INDEX FDS17.8K shares63.45%2025-06-302025-08-14 PSX Phillips 6611.7K shares13.01%2025-06-302025-08-14 WDAY WORKDAY INC5.8K shares44.96%2025-06-302025-08-14 WMB WILLIAMS COS INC22.1K shares14.31%2025-06-302025-08-14 DD Dupont De Nemours Inc20.1K shares4.52%2025-06-302025-08-14 EA ELECTRONIC ARTS INC8.6K shares0.63%2025-06-302025-08-14 BSCS INVESCO EXCH TRD SLF IDX FD67.2K shares0.89%2025-06-302025-08-14 ZBRA ZEBRA TECHNOLOGIES CORPORATI4.5K sharesnew addition2025-06-302025-08-14 TFLO ISHARES TR27.2K shares29.95%2025-06-302025-08-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available