The Analysis of Essex Financial Services, Inc.'s Holdings


Currently, Essex Financial Services, Inc. holds 748 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in PYLD (+130.0K shares, valued at $3.5M), RECS (+82.5K shares, valued at $3.3M), TCAF (+53.1K shares, valued at $2.0M); decreased their positions in GLD (-5.2K shares, valued at $1.8M), MOAT (-15.1K shares, valued at $1.5M), ITOT (-8.2K shares, valued at $1.2M); initiated new positions in FMDE (+17.5K shares, valued at $632.0K), MRP (+18.6K shares, valued at $624.8K), CLOZ (+22.5K shares, valued at $603.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC325.4K shares-0.75%2025-09-302025-11-07history
QQQ INVESCO QQQ TR99.9K shares0.00%2025-09-302025-11-07history
MSFT MICROSOFT CORP106.2K shares-0.92%2025-09-302025-11-07history
VOOG VANGUARD ADMIRAL FDS INC91.2K shares1.23%2025-09-302025-11-07history
NVDA NVIDIA CORPORATION187.8K shares-1.53%2025-09-302025-11-07history
SPY SPDR S&P 500 ETF TR47.8K shares-1.14%2025-09-302025-11-07history
GLD SPDR GOLD TR83.8K shares-5.81%2025-09-302025-11-07history
AMZN AMAZON COM INC123.1K shares-0.11%2025-09-302025-11-07history
Sponsored
GOOGL ALPHABET INC111.1K shares0.46%2025-09-302025-11-07history
IVV ISHARES TR39.0K shares3.47%2025-09-302025-11-07history
VYM VANGUARD WHITEHALL FDS165.6K shares2.22%2025-09-302025-11-07history
JPM JPMORGAN CHASE & CO.64.2K shares-2.06%2025-09-302025-11-07history
ITOT ISHARES TR133.6K shares-5.77%2025-09-302025-11-07history
LLY ELI LILLY & CO23.4K shares-3.09%2025-09-302025-11-07history
BRK.B BERKSHIRE HATHAWAY INC DEL33.7K shares-3.47%2025-09-302025-11-07history
PYLD PIMCO ETF TR627.1K shares26.15%2025-09-302025-11-07history
Sponsored
RSP INVESCO EXCHANGE TRADED FD T82.3K shares-4.20%2025-09-302025-11-07history
VTV VANGUARD INDEX FDS83.2K shares2.24%2025-09-302025-11-07history
MINT PIMCO ETF TR149.8K shares12.40%2025-09-302025-11-07history
XOM EXXON MOBIL CORP129.3K shares-3.40%2025-09-302025-11-07history
TPL TEXAS PACIFIC LAND CORPORATI15.2K shares-0.38%2025-09-302025-11-07history
TSLA TESLA INC28.8K shares-1.23%2025-09-302025-11-07history
GOOG ALPHABET INC52.2K shares1.20%2025-09-302025-11-07history
RTX RTX CORPORATION75.9K shares-0.19%2025-09-302025-11-07history
Sponsored
JPST J P MORGAN EXCHANGE TRADED F238.5K shares13.66%2025-09-302025-11-07history
VIG VANGUARD SPECIALIZED FUNDS55.5K shares-8.87%2025-09-302025-11-07history
PHYS SPROTT ASSET MANAGEMENT LP403.6K shares-0.39%2025-09-302025-11-07history
RECS COLUMBIA ETF TR I296.0K shares38.67%2025-09-302025-11-07history
NOBL PROSHARES TR115.6K shares-2.43%2025-09-302025-11-07history
META META PLATFORMS INC15.7K shares-4.70%2025-09-302025-11-07history
VTI VANGUARD INDEX FDS34.8K shares5.39%2025-09-302025-11-07history
JNJ JOHNSON & JOHNSON59.3K shares1.42%2025-09-302025-11-07history
Sponsored
PRF INVESCO EXCHANGE TRADED FD T235.7K shares2.18%2025-09-302025-11-07history
CGUS CAPITAL GROUP CORE EQUITY ET266.3K shares-0.15%2025-09-302025-11-07history
DGRO ISHARES TR153.6K shares-2.26%2025-09-302025-11-07history
VUG VANGUARD INDEX FDS21.1K shares3.37%2025-09-302025-11-07history
CGDV CAPITAL GROUP DIVIDEND VALUE236.7K shares6.02%2025-09-302025-11-07history
SPHQ INVESCO EXCHANGE TRADED FD T133.8K shares5.54%2025-09-302025-11-07history
IBM INTERNATIONAL BUSINESS MACHS33.2K shares-3.31%2025-09-302025-11-07history
PG PROCTER AND GAMBLE CO59.9K shares-2.27%2025-09-302025-11-07history
Sponsored
ABBV ABBVIE INC37.3K shares-0.41%2025-09-302025-11-07history
BILZ PIMCO ETF TR85.1K shares12.78%2025-09-302025-11-07history
V VISA INC25.2K shares-0.41%2025-09-302025-11-07history
GE GE AEROSPACE27.8K shares5.61%2025-09-302025-11-07history
CODI COMPASS DIVERSIFIED1.3M shares-0.80%2025-09-302025-11-07history
VO VANGUARD INDEX FDS27.0K shares7.16%2025-09-302025-11-07history
JBND J P MORGAN EXCHANGE TRADED F142.1K shares5.16%2025-09-302025-11-07history
TCAF T ROWE PRICE ETF INC200.4K shares36.08%2025-09-302025-11-07history
Sponsored
CVX CHEVRON CORP NEW47.5K shares1.90%2025-09-302025-11-07history
USMV ISHARES TR76.5K shares3.97%2025-09-302025-11-07history
VEA VANGUARD TAX-MANAGED FDS116.3K shares23.42%2025-09-302025-11-07history
AVGO BROADCOM INC20.3K shares0.23%2025-09-302025-11-07history
ORCL ORACLE CORP23.0K shares0.41%2025-09-302025-11-07history
IJH ISHARES TR97.8K shares-1.86%2025-09-302025-11-07history
STRV EA SERIES TRUST146.9K shares3.65%2025-09-302025-11-07history
KO COCA COLA CO95.4K shares-0.14%2025-09-302025-11-07history
Sponsored
VOO VANGUARD INDEX FDS10.1K shares2.48%2025-09-302025-11-07history
VB VANGUARD INDEX FDS23.8K shares5.97%2025-09-302025-11-07history
BAC BANK AMERICA CORP117.0K shares-8.26%2025-09-302025-11-07history
BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2025-09-302025-11-07history
IWR ISHARES TR61.3K shares-1.29%2025-09-302025-11-07history
CAT CATERPILLAR INC12.3K shares-6.81%2025-09-302025-11-07history
SPLV INVESCO EXCH TRADED FD TR II79.6K shares-1.42%2025-09-302025-11-07history
IWF ISHARES TR12.5K shares-1.35%2025-09-302025-11-07history
Sponsored
SDY SPDR SERIES TRUST41.4K shares0.01%2025-09-302025-11-07history
JEPI J P MORGAN EXCHANGE TRADED F101.1K shares-1.53%2025-09-302025-11-07history
BLFY BLUE FOUNDRY BANCORP628.9K shares-4.69%2025-09-302025-11-07history
TJX TJX COS INC NEW37.1K shares2.46%2025-09-302025-11-07history
GLDM WORLD GOLD TR69.6K shares39.37%2025-09-302025-11-07history
CSCO CISCO SYS INC76.1K shares-0.00%2025-09-302025-11-07history
WMT WALMART INC49.9K shares-1.05%2025-09-302025-11-07history
HD HOME DEPOT INC12.7K shares-5.93%2025-09-302025-11-07history
Sponsored
ALAB ASTERA LABS INC26.2K shares-0.78%2025-09-302025-11-07history
IUSG ISHARES TR30.6K shares-0.48%2025-09-302025-11-07history
GD GENERAL DYNAMICS CORP14.3K shares1.44%2025-09-302025-11-07history
FBND FIDELITY MERRIMACK STR TR103.0K shares0.74%2025-09-302025-11-07history
PFE PFIZER INC186.3K shares-18.43%2025-09-302025-11-07history
JMST J P MORGAN EXCHANGE TRADED F92.0K shares48.64%2025-09-302025-11-07history
CGBL CAPITAL GROUP CORE BALANCED134.9K shares57.82%2025-09-302025-11-07history
PM PHILIP MORRIS INTL INC28.5K shares-2.50%2025-09-302025-11-07history
Sponsored
PAAA PGIM ETF TR89.8K shares14.01%2025-09-302025-11-07history
FDVV FIDELITY COVINGTON TRUST82.9K shares3.18%2025-09-302025-11-07history
BX BLACKSTONE INC26.9K shares-2.93%2025-09-302025-11-07history
ROP ROPER TECHNOLOGIES INC9.0K shares1.03%2025-09-302025-11-07history
LDUR PIMCO ETF TR44.8K shares0.88%2025-09-302025-11-07history
PVAL PUTNAM ETF TRUST99.9K shares29.88%2025-09-302025-11-07history
GEV GE VERNOVA INC6.8K shares4.69%2025-09-302025-11-07history
COST COSTCO WHSL CORP NEW4.4K shares-4.31%2025-09-302025-11-07history
Sponsored
BABA ALIBABA GROUP HLDG LTD22.7K shares0.16%2025-09-302025-11-07history
RWL INVESCO EXCH TRADED FD TR II36.1K shares12.02%2025-09-302025-11-07history
CGGR CAPITAL GROUP GROWTH ETF87.3K shares60.55%2025-09-302025-11-07history
REGL PROSHARES TR44.2K shares-5.68%2025-09-302025-11-07history
TMO THERMO FISHER SCIENTIFIC INC7.7K shares-2.64%2025-09-302025-11-07history
FBCG FIDELITY COVINGTON TRUST69.6K shares-8.87%2025-09-302025-11-07history
SO SOUTHERN CO39.3K shares0.20%2025-09-302025-11-07history
GS GOLDMAN SACHS GROUP INC4.7K shares-0.30%2025-09-302025-11-07history
Sponsored
NEE NEXTERA ENERGY INC48.6K shares10.71%2025-09-302025-11-07history
DE DEERE & CO8.0K shares4.37%2025-09-302025-11-07history
IWD ISHARES TR17.8K shares0.39%2025-09-302025-11-07history
MCD MCDONALDS CORP11.9K shares-6.43%2025-09-302025-11-07history
VGT VANGUARD WORLD FD4.8K shares7.05%2025-09-302025-11-07history
PEP PEPSICO INC25.5K shares3.24%2025-09-302025-11-07history
IWP ISHARES TR25.0K shares5.50%2025-09-302025-11-07history
WPM WHEATON PRECIOUS METALS CORP31.8K shares-1.00%2025-09-302025-11-07history
Sponsored
ASML ASML HOLDING N V3.7K shares12.00%2025-09-302025-11-07history
MRK MERCK & CO INC42.3K shares9.27%2025-09-302025-11-07history
FTCS FIRST TR EXCHANGE-TRADED FD36.7K shares-1.43%2025-09-302025-11-07history
QUS SPDR SERIES TRUST20.0K shares-1.84%2025-09-302025-11-07history
IVW ISHARES TR28.4K shares-2.56%2025-09-302025-11-07history
ETN EATON CORP PLC9.0K shares4.93%2025-09-302025-11-07history
ABT ABBOTT LABS25.0K shares1.49%2025-09-302025-11-07history
VZ VERIZON COMMUNICATIONS INC74.8K shares-20.26%2025-09-302025-11-07history
Sponsored
VBR VANGUARD INDEX FDS15.6K shares-6.02%2025-09-302025-11-07history
LMT LOCKHEED MARTIN CORP6.4K shares-3.45%2025-09-302025-11-07history
TMSL T ROWE PRICE ETF INC89.3K shares12.58%2025-09-302025-11-07history
VYMI VANGUARD WHITEHALL FDS36.9K shares21.04%2025-09-302025-11-07history
T AT&T INC109.7K shares-10.15%2025-09-302025-11-07history
DVY ISHARES TR21.8K shares-1.56%2025-09-302025-11-07history
IJR ISHARES TR25.7K shares-7.44%2025-09-302025-11-07history
ADBE ADOBE INC8.6K shares5.07%2025-09-302025-11-07history
Sponsored
UNH UNITEDHEALTH GROUP INC8.7K shares-8.32%2025-09-302025-11-07history
IEFA ISHARES TR34.0K shares-7.22%2025-09-302025-11-07history
AMLP ALPS ETF TR63.1K shares-16.43%2025-09-302025-11-07history
QQQM INVESCO EXCH TRADED FD TR II11.9K shares1.81%2025-09-302025-11-07history
BILS SPDR SERIES TRUST29.2K shares44.32%2025-09-302025-11-07history
BOND PIMCO ETF TR31.1K shares-7.55%2025-09-302025-11-07history
UNP UNION PAC CORP12.3K shares-21.43%2025-09-302025-11-07history
VXUS VANGUARD STAR FDS38.7K shares4.65%2025-09-302025-11-07history
Sponsored
CI THE CIGNA GROUP9.8K shares4.11%2025-09-302025-11-07history
QQQJ INVESCO EXCH TRADED FD TR II77.8K shares-2.51%2025-09-302025-11-07history
IWM ISHARES TR11.2K shares-2.55%2025-09-302025-11-07history
DIS DISNEY WALT CO23.7K shares0.48%2025-09-302025-11-07history
CMI CUMMINS INC6.4K shares2.46%2025-09-302025-11-07history
HON HONEYWELL INTL INC12.6K shares0.69%2025-09-302025-11-07history
MO ALTRIA GROUP INC39.1K shares-1.30%2025-09-302025-11-07history
TCHP T ROWE PRICE ETF INC51.6K shares40.07%2025-09-302025-11-07history
Sponsored
IXUS ISHARES TR30.0K shares-2.22%2025-09-302025-11-07history
LNG CHENIERE ENERGY INC10.4K shares-2.69%2025-09-302025-11-07history
AAAU GOLDMAN SACHS PHYSICAL GOLD63.8K shares-0.04%2025-09-302025-11-07history
VOOV VANGUARD ADMIRAL FDS INC12.2K shares0.07%2025-09-302025-11-07history
PLTR PALANTIR TECHNOLOGIES INC13.3K shares-12.55%2025-09-302025-11-07history
ARCC ARES CAPITAL CORP118.8K shares-0.91%2025-09-302025-11-07history
CARR CARRIER GLOBAL CORPORATION40.3K shares-1.89%2025-09-302025-11-07history
MA MASTERCARD INCORPORATED4.1K shares3.39%2025-09-302025-11-07history
Sponsored
IWB ISHARES TR6.4K shares2.04%2025-09-302025-11-07history
VFH VANGUARD WORLD FD17.7K shares-6.13%2025-09-302025-11-07history
BMY BRISTOL-MYERS SQUIBB CO50.4K shares-3.62%2025-09-302025-11-07history
MCK MCKESSON CORP2.9K shares-0.91%2025-09-302025-11-07history
NFLX NETFLIX INC1.9K shares-14.44%2025-09-302025-11-07history
TSM TAIWAN SEMICONDUCTOR MFG LTD8.0K shares-0.77%2025-09-302025-11-07history
MOAT VANECK ETF TRUST22.3K shares-40.32%2025-09-302025-11-07history
DIA SPDR DOW JONES INDL AVERAGE4.8K shares0.06%2025-09-302025-11-07history
Sponsored
PKW INVESCO EXCHANGE TRADED FD T16.6K shares0.51%2025-09-302025-11-07history
TRV TRAVELERS COMPANIES INC7.8K shares6.04%2025-09-302025-11-07history
SOXX ISHARES TR7.9K shares10.12%2025-09-302025-11-07history
RAAX VANECK ETF TRUST61.8K shares-0.50%2025-09-302025-11-07history
IVE ISHARES TR10.2K shares0.77%2025-09-302025-11-07history
CIBR FIRST TR EXCHANGE TRADED FD26.9K shares25.00%2025-09-302025-11-07history
DFLV DIMENSIONAL ETF TRUST61.9K shares-21.58%2025-09-302025-11-07history
QUAL ISHARES TR10.4K shares-0.12%2025-09-302025-11-07history
Sponsored
DUK DUKE ENERGY CORP NEW16.2K shares-2.98%2025-09-302025-11-07history
AIRR FIRST TR EXCHANGE TRADED FD20.8K shares3.16%2025-09-302025-11-07history
ALL ALLSTATE CORP9.3K shares0.02%2025-09-302025-11-07history
PNC PNC FINL SVCS GROUP INC10.0K shares-2.48%2025-09-302025-11-07history
CGMM CAPITAL GROUP EQUITY ETF TR68.7K shares194.30%2025-09-302025-11-07history
KKR KKR & CO INC15.0K shares-0.33%2025-09-302025-11-07history
VCSH VANGUARD SCOTTSDALE FDS24.2K shares-4.66%2025-09-302025-11-07history
LIN LINDE PLC4.0K shares23.08%2025-09-302025-11-07history
Sponsored
BK BANK NEW YORK MELLON CORP17.5K shares1.29%2025-09-302025-11-07history
PMBS PIMCO ETF TR37.9K shares49.44%2025-09-302025-11-07history
QCOM QUALCOMM INC10.9K shares0.33%2025-09-302025-11-07history
FUND SPROTT FOCUS TR INC218.4K shares-0.08%2025-09-302025-11-07history
XLF SELECT SECTOR SPDR TR33.6K shares-3.29%2025-09-302025-11-07history
ADP AUTOMATIC DATA PROCESSING IN6.1K shares-0.69%2025-09-302025-11-07history
COP CONOCOPHILLIPS19.0K shares11.51%2025-09-302025-11-07history
O REALTY INCOME CORP29.1K shares-2.32%2025-09-302025-11-07history
Sponsored
FBTC FIDELITY WISE ORIGIN BITCOIN17.6K shares-3.40%2025-09-302025-11-07history
INTC INTEL CORP52.4K shares-3.34%2025-09-302025-11-07history
OTIS OTIS WORLDWIDE CORP19.2K shares0.88%2025-09-302025-11-07history
C CITIGROUP INC17.2K shares0.51%2025-09-302025-11-07history
ILCG ISHARES TR16.7K shares0.02%2025-09-302025-11-07history
TBUX T ROWE PRICE ETF INC34.8K shares57.13%2025-09-302025-11-07history
VIGI VANGUARD WHITEHALL FDS19.1K shares6.73%2025-09-302025-11-07history
TCAL T ROWE PRICE ETF INC68.9K shares173.68%2025-09-302025-11-07history
Sponsored
FELV FIDELITY COVINGTON TRUST48.1K shares0.35%2025-09-302025-11-07history
VAW VANGUARD WORLD FD7.8K shares-5.04%2025-09-302025-11-07history
VHT VANGUARD WORLD FD6.2K shares-2.32%2025-09-302025-11-07history
APH AMPHENOL CORP NEW12.9K shares5.82%2025-09-302025-11-07history
SLV ISHARES SILVER TR37.4K shares21.94%2025-09-302025-11-07history
WFC WELLS FARGO CO NEW18.9K shares2.70%2025-09-302025-11-07history
AMGN AMGEN INC5.6K shares-10.50%2025-09-302025-11-07history
SWK STANLEY BLACK & DECKER INC21.0K shares-13.84%2025-09-302025-11-07history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR2.6K shares-0.19%2025-09-302025-11-07history
ITA ISHARES TR7.4K shares2.14%2025-09-302025-11-07history
VOX VANGUARD WORLD FD8.3K shares4.46%2025-09-302025-11-07history
MTB M & T BK CORP7.8K shares-9.42%2025-09-302025-11-07history
SCHD SCHWAB STRATEGIC TR54.9K shares-4.97%2025-09-302025-11-07history
WM WASTE MGMT INC DEL6.8K shares1.36%2025-09-302025-11-07history
FEOE RBB FUND TRUST32.4K shares93.93%2025-09-302025-11-07history
JCPB J P MORGAN EXCHANGE TRADED F31.2K shares270.95%2025-09-302025-11-07history
Sponsored
SMDV PROSHARES TR22.0K shares-6.56%2025-09-302025-11-07history
BUXX EA SERIES TRUST72.1K shares19.95%2025-09-302025-11-07history
PFF ISHARES TR45.1K shares0.25%2025-09-302025-11-07history
CB CHUBB LIMITED5.0K shares-4.10%2025-09-302025-11-07history
MMM 3M CO9.1K shares-6.94%2025-09-302025-11-07history
AMD ADVANCED MICRO DEVICES INC8.6K shares-8.87%2025-09-302025-11-07history
RPG INVESCO EXCHANGE TRADED FD T29.1K shares0.02%2025-09-302025-11-07history
MDT MEDTRONIC PLC14.6K shares3.59%2025-09-302025-11-07history
Sponsored
LOW LOWES COS INC5.5K shares-1.35%2025-09-302025-11-07history
VCR VANGUARD WORLD FD3.5K shares0.12%2025-09-302025-11-07history
CVS CVS HEALTH CORP18.1K shares-4.70%2025-09-302025-11-07history
NSC NORFOLK SOUTHN CORP4.5K shares-2.14%2025-09-302025-11-07history
TT TRANE TECHNOLOGIES PLC3.2K shares2.46%2025-09-302025-11-07history
EMR EMERSON ELEC CO10.3K shares8.49%2025-09-302025-11-07history
IXN ISHARES TR12.9K shares0.00%2025-09-302025-11-07history
BA BOEING CO6.2K shares0.11%2025-09-302025-11-07history
Sponsored
ES EVERSOURCE ENERGY18.6K shares-7.82%2025-09-302025-11-07history
VDE VANGUARD WORLD FD10.5K shares-6.99%2025-09-302025-11-07history
AXP AMERICAN EXPRESS CO4.0K shares-9.20%2025-09-302025-11-07history
NFLT ETFIS SER TR I56.5K shares2.02%2025-09-302025-11-07history
MGK VANGUARD WORLD FD3.2K shares4.24%2025-09-302025-11-07history
CRM SALESFORCE INC5.5K shares70.86%2025-09-302025-11-07history
SPYX SPDR SERIES TRUST23.6K shares-3.86%2025-09-302025-11-07history
IYW ISHARES TR6.6K shares-4.06%2025-09-302025-11-07history
Sponsored
CME CME GROUP INC4.6K shares1.41%2025-09-302025-11-07history
BKNG BOOKING HOLDINGS INC229 shares-0.43%2025-09-302025-11-07history
KMB KIMBERLY-CLARK CORP9.9K shares89.83%2025-09-302025-11-07history
ELV ELEVANCE HEALTH INC FORMERLY3.8K shares-26.06%2025-09-302025-11-07history
SCHW SCHWAB CHARLES CORP12.7K shares-4.80%2025-09-302025-11-07history
PPG PPG INDS INC11.5K shares1.39%2025-09-302025-11-07history
EPD ENTERPRISE PRODS PARTNERS L38.6K shares2.72%2025-09-302025-11-07history
BUFR FIRST TR EXCHNG TRADED FD VI35.9K shares-0.10%2025-09-302025-11-07history
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IAU ISHARES GOLD TR16.4K shares0.34%2025-09-302025-11-07history
FIDU FIDELITY COVINGTON TRUST14.5K shares11.26%2025-09-302025-11-07history
BSV VANGUARD BD INDEX FDS14.9K shares8.61%2025-09-302025-11-07history
IONQ IONQ INC19.0K shares-2.01%2025-09-302025-11-07history
EBC EASTERN BANKSHARES INC64.1K shares-8.90%2025-09-302025-11-07history
APD AIR PRODS & CHEMS INC4.2K shares0.95%2025-09-302025-11-07history
NVS NOVARTIS AG8.9K shares17.64%2025-09-302025-11-07history
ORLY OREILLY AUTOMOTIVE INC10.4K shares0.33%2025-09-302025-11-07history
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AMX AMERICA MOVIL SAB DE CV53.3K shares1.51%2025-09-302025-11-07history
SPYG SPDR SERIES TRUST10.7K shares-0.11%2025-09-302025-11-07history
SBUX STARBUCKS CORP13.2K shares17.91%2025-09-302025-11-07history
DHR DANAHER CORPORATION5.6K shares-13.46%2025-09-302025-11-07history
CL COLGATE PALMOLIVE CO13.7K shares-4.30%2025-09-302025-11-07history
FTEC FIDELITY COVINGTON TRUST4.9K shares5.42%2025-09-302025-11-07history
PBT PERMIAN BASIN RTY TR59.2K shares0.00%2025-09-302025-11-07history
HTGC HERCULES CAPITAL INC56.4K shares-7.74%2025-09-302025-11-07history
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PAYX PAYCHEX INC8.4K shares-3.12%2025-09-302025-11-07history
BIL SPDR SERIES TRUST11.6K shares-26.11%2025-09-302025-11-07history
CSX CSX CORP29.9K shares2.22%2025-09-302025-11-07history
ENB ENBRIDGE INC20.9K shares8.63%2025-09-302025-11-07history
ISTB ISHARES TR21.1K shares-4.03%2025-09-302025-11-07history
FLQM FRANKLIN TEMPLETON ETF TR18.2K shares-4.90%2025-09-302025-11-07history
UBER UBER TECHNOLOGIES INC10.5K shares5.39%2025-09-302025-11-07history
IJT ISHARES TR7.2K shares1.00%2025-09-302025-11-07history
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VSDM VANGUARD MUN BD FDS13.3K shares10.70%2025-09-302025-11-07history
GDXJ VANECK ETF TRUST10.3K shares-0.15%2025-09-302025-11-07history
GBTC GRAYSCALE BITCOIN TRUST ETF11.3K shares-5.90%2025-09-302025-11-07history
VT VANGUARD INTL EQUITY INDEX F7.4K shares-0.08%2025-09-302025-11-07history
KMI KINDER MORGAN INC DEL35.7K shares-7.36%2025-09-302025-11-07history
SYY SYSCO CORP12.3K shares-2.04%2025-09-302025-11-07history
YUM YUM BRANDS INC6.6K shares-15.40%2025-09-302025-11-07history
JEPQ J P MORGAN EXCHANGE TRADED F17.4K shares-7.55%2025-09-302025-11-07history
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SYK STRYKER CORPORATION2.7K shares1.01%2025-09-302025-11-07history
NUKZ EXCHANGE TRADED CONCEPTS TRU15.4K shares10.91%2025-09-302025-11-07history
XOP SPDR SERIES TRUST7.5K shares-3.85%2025-09-302025-11-07history
XLI SELECT SECTOR SPDR TR6.4K shares0.47%2025-09-302025-11-07history
CGXU CAPITAL GROUP INTL FOCUS EQT33.2K shares8.33%2025-09-302025-11-07history
VOE VANGUARD INDEX FDS5.6K shares4.35%2025-09-302025-11-07history
KYN KAYNE ANDERSON ENERGY INFRST79.2K shares0.25%2025-09-302025-11-07history
VV VANGUARD INDEX FDS3.2K shares-0.47%2025-09-302025-11-07history
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LB LANDBRIDGE COMPANY LLC18.3K shares64.52%2025-09-302025-11-07history
HIMU BLACKROCK ETF TRUST II19.7K shares0.00%2025-09-302025-11-07history
PAVE GLOBAL X FDS20.3K shares-0.37%2025-09-302025-11-07history
MDLZ MONDELEZ INTL INC15.5K shares-0.44%2025-09-302025-11-07history
MS MORGAN STANLEY6.1K shares-12.20%2025-09-302025-11-07history
DFAS DIMENSIONAL ETF TRUST14.0K shares1.45%2025-09-302025-11-07history
INTU INTUIT1.4K shares-1.13%2025-09-302025-11-07history
IDXX IDEXX LABS INC1.5K shares1.91%2025-09-302025-11-07history
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AMAT APPLIED MATLS INC4.7K shares5.17%2025-09-302025-11-07history
GDX VANECK ETF TRUST12.4K shares45.95%2025-09-302025-11-07history
UL UNILEVER PLC15.8K shares-5.34%2025-09-302025-11-07history
DELL DELL TECHNOLOGIES INC6.6K shares-5.23%2025-09-302025-11-07history
XLV SELECT SECTOR SPDR TR6.7K shares-5.32%2025-09-302025-11-07history
WBS WEBSTER FINL CORP15.7K shares-21.91%2025-09-302025-11-07history
PGR PROGRESSIVE CORP3.8K shares-3.08%2025-09-302025-11-07history
BLK BLACKROCK INC793 shares5.31%2025-09-302025-11-07history
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FAST FASTENAL CO18.8K shares1.50%2025-09-302025-11-07history
MAR MARRIOTT INTL INC NEW3.5K shares8.17%2025-09-302025-11-07history
D DOMINION ENERGY INC15.0K shares-5.86%2025-09-302025-11-07history
TSLX SIXTH STREET SPECIALTY LENDI40.0K shares-2.64%2025-09-302025-11-07history
IBB ISHARES TR6.3K shares-5.94%2025-09-302025-11-07history
PREF PRINCIPAL EXCHANGE TRADED FD47.4K shares0.00%2025-09-302025-11-07history
LRCX LAM RESEARCH CORP6.8K shares2.53%2025-09-302025-11-07history
EWX SPDR INDEX SHS FDS13.2K shares0.00%2025-09-302025-11-07history
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PH PARKER-HANNIFIN CORP1.2K shares-0.68%2025-09-302025-11-07history
FCX FREEPORT-MCMORAN INC22.5K shares3.43%2025-09-302025-11-07history
VIS VANGUARD WORLD FD3.0K shares0.20%2025-09-302025-11-07history
EVSM MORGAN STANLEY ETF TRUST17.2K shares0.00%2025-09-302025-11-07history
LAMR LAMAR ADVERTISING CO NEW7.0K shares-16.55%2025-09-302025-11-07history
PANW PALO ALTO NETWORKS INC4.2K shares14.18%2025-09-302025-11-07history
COF CAPITAL ONE FINL CORP4.0K shares-0.49%2025-09-302025-11-07history
SBRA SABRA HEALTH CARE REIT INC46.0K shares-7.84%2025-09-302025-11-07history
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VWO VANGUARD INTL EQUITY INDEX F15.8K shares0.91%2025-09-302025-11-07history
WMB WILLIAMS COS INC13.5K shares3.75%2025-09-302025-11-07history
ACN ACCENTURE PLC IRELAND3.5K shares2.73%2025-09-302025-11-07history
GILD GILEAD SCIENCES INC7.7K shares5.97%2025-09-302025-11-07history
DVN DEVON ENERGY CORP NEW24.2K shares-8.69%2025-09-302025-11-07history
PXE INVESCO EXCHANGE TRADED FD T28.5K shares-2.56%2025-09-302025-11-07history
FNV FRANCO NEV CORP3.8K shares-4.04%2025-09-302025-11-07history
AEP AMERICAN ELEC PWR CO INC7.4K shares-5.74%2025-09-302025-11-07history
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ISPY PROSHARES TR18.4K shares45.62%2025-09-302025-11-07history
KNTK KINETIK HOLDINGS INC19.4K shares-4.74%2025-09-302025-11-07history
IWY ISHARES TR3.0K shares6.34%2025-09-302025-11-07history
AZN ASTRAZENECA PLC10.7K shares0.10%2025-09-302025-11-07history
ONEY SPDR SERIES TRUST7.2K shares0.00%2025-09-302025-11-07history
GLW CORNING INC9.9K shares4.23%2025-09-302025-11-07history
FANG DIAMONDBACK ENERGY INC5.7K shares8.36%2025-09-302025-11-07history
TFC TRUIST FINL CORP17.7K shares2.45%2025-09-302025-11-07history
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APP APPLOVIN CORP1.1K shares45.09%2025-09-302025-11-07history
VGK VANGUARD INTL EQUITY INDEX F10.0K shares0.36%2025-09-302025-11-07history
IRM IRON MTN INC DEL7.8K shares-0.19%2025-09-302025-11-07history
VTIP VANGUARD MALVERN FDS15.7K shares0.00%2025-09-302025-11-07history
CWEN.A CLEARWAY ENERGY INC29.1K shares-9.41%2025-09-302025-11-07history
PFFD GLOBAL X FDS39.6K shares-0.25%2025-09-302025-11-07history
CEG CONSTELLATION ENERGY CORP2.3K shares-0.64%2025-09-302025-11-07history
DB DEUTSCHE BANK A G21.5K shares0.52%2025-09-302025-11-07history
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PPA INVESCO EXCHANGE TRADED FD T4.9K shares8.45%2025-09-302025-11-07history
CAG CONAGRA BRANDS INC41.5K shares20.11%2025-09-302025-11-07history
CNI CANADIAN NATL RY CO8.0K shares2.05%2025-09-302025-11-07history
PSX PHILLIPS 665.5K shares1.04%2025-09-302025-11-07history
FSCC FEDERATED HERMES ETF TRUST25.1K shares28.41%2025-09-302025-11-07history
ISRG INTUITIVE SURGICAL INC1.6K shares1.86%2025-09-302025-11-07history
SBR SABINE RTY TR9.2K shares0.26%2025-09-302025-11-07history
MMC MARSH & MCLENNAN COS INC3.6K shares-44.57%2025-09-302025-11-07history
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JCI JOHNSON CTLS INTL PLC6.5K shares4.98%2025-09-302025-11-07history
CRH CRH PLC6.0K shares14.23%2025-09-302025-11-07history
EFA ISHARES TR7.7K shares0.25%2025-09-302025-11-07history
USFR WISDOMTREE TR14.2K shares-24.42%2025-09-302025-11-07history
GBIL GOLDMAN SACHS ETF TR7.1K shares-6.62%2025-09-302025-11-07history
LH LABCORP HOLDINGS INC2.5K shares3.67%2025-09-302025-11-07history
FLNG FLEX LNG LTD28.0K shares11.00%2025-09-302025-11-07history
GEHC GE HEALTHCARE TECHNOLOGIES I9.3K shares4.32%2025-09-302025-11-07history
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TXN TEXAS INSTRS INC3.8K shares-0.37%2025-09-302025-11-07history
MDYG SPDR SERIES TRUST7.6K shares0.03%2025-09-302025-11-07history
VPU VANGUARD WORLD FD3.7K shares-11.48%2025-09-302025-11-07history
MCHPP MICROCHIP TECHNOLOGY INC.11.7K shares-10.93%2025-09-302025-11-07history
CMCSA COMCAST CORP NEW22.0K shares0.09%2025-09-302025-11-07history
SBSW SIBANYE STILLWATER LTD61.0K shares0.55%2025-09-302025-11-07history
STOT SSGA ACTIVE TR14.5K shares-8.07%2025-09-302025-11-07history
HUBB HUBBELL INC1.6K shares-8.20%2025-09-302025-11-07history
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DFUS DIMENSIONAL ETF TRUST9.4K shares-1.07%2025-09-302025-11-07history
VICI VICI PPTYS INC20.7K shares-3.73%2025-09-302025-11-07history
VCRB VANGUARD MALVERN FDS8.6K shares40.62%2025-09-302025-11-07history
XMLV INVESCO EXCH TRADED FD TR II10.6K shares0.07%2025-09-302025-11-07history
FNCL FIDELITY COVINGTON TRUST8.8K shares22.42%2025-09-302025-11-07history
UPS UNITED PARCEL SERVICE INC8.0K shares-16.20%2025-09-302025-11-07history
STXG EA SERIES TRUST13.2K shares1.71%2025-09-302025-11-07history
ET ENERGY TRANSFER L P38.0K shares-0.42%2025-09-302025-11-07history
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PSTL POSTAL REALTY TRUST INC41.4K shares-9.82%2025-09-302025-11-07history
ADM ARCHER DANIELS MIDLAND CO10.8K shares-36.50%2025-09-302025-11-07history
JAAA JANUS DETROIT STR TR12.5K shares-7.17%2025-09-302025-11-07history
FMDE FIDELITY COVINGTON TRUST17.5K sharesnew addition2025-09-302025-11-07history
AWK AMERICAN WTR WKS CO INC NEW4.5K shares-1.81%2025-09-302025-11-07history
EFAV ISHARES TR7.4K shares0.00%2025-09-302025-11-07history
TD TORONTO DOMINION BK ONT7.8K shares1.81%2025-09-302025-11-07history
RHP RYMAN HOSPITALITY PPTYS INC7.0K shares-10.08%2025-09-302025-11-07history
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MRP MILLROSE PPTYS INC18.6K sharesnew addition2025-09-302025-11-07history
IWS ISHARES TR4.5K shares-1.13%2025-09-302025-11-07history
GRNY TIDAL TRUST I24.9K shares176.67%2025-09-302025-11-07history
EOG EOG RES INC5.5K shares0.38%2025-09-302025-11-07history
RBLX ROBLOX CORP4.5K shares19.78%2025-09-302025-11-07history
COLB COLUMBIA BKG SYS INC23.9K shares7.48%2025-09-302025-11-07history
VLO VALERO ENERGY CORP3.6K shares-3.71%2025-09-302025-11-07history
IUSV ISHARES TR6.1K shares-0.37%2025-09-302025-11-07history
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FHLC FIDELITY COVINGTON TRUST9.1K shares15.93%2025-09-302025-11-07history
AMBP ARDAGH METAL PACKAGING S A151.6K shares-9.82%2025-09-302025-11-07history
CLOZ SERIES PORTFOLIOS TR22.5K sharesnew addition2025-09-302025-11-07history
XT ISHARES TR8.3K shares-10.63%2025-09-302025-11-07history
RPV INVESCO EXCHANGE TRADED FD T6.0K shares0.07%2025-09-302025-11-07history
BDX BECTON DICKINSON & CO3.2K shares-1.07%2025-09-302025-11-07history
BAR GRANITESHARES GOLD TR15.5K shares-0.93%2025-09-302025-11-07history
EFX EQUIFAX INC2.3K shares0.79%2025-09-302025-11-07history
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AMT AMERICAN TOWER CORP NEW3.0K shares-2.55%2025-09-302025-11-07history
SGOV ISHARES TR5.7K shares-44.08%2025-09-302025-11-07history
BXSL BLACKSTONE SECD LENDING FD22.1K shares-10.85%2025-09-302025-11-07history
VONV VANGUARD SCOTTSDALE FDS6.4K shares0.00%2025-09-302025-11-07history
OKLO OKLO INC5.1K shares-14.85%2025-09-302025-11-07history
BITQ EXCHANGE TRADED CONCEPTS TRU22.7K shares-2.41%2025-09-302025-11-07history
LYB LYONDELLBASELL INDUSTRIES N11.4K shares-14.16%2025-09-302025-11-07history
URI UNITED RENTALS INC584 shares11.88%2025-09-302025-11-07history
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FETH FIDELITY ETHEREUM FD13.4K sharesnew addition2025-09-302025-11-07history
RIO RIO TINTO PLC8.4K shares1.38%2025-09-302025-11-07history
AFL AFLAC INC5.0K shares-6.84%2025-09-302025-11-07history
DGX QUEST DIAGNOSTICS INC2.9K shares10.60%2025-09-302025-11-07history
SCHC SCHWAB STRATEGIC TR12.2K shares0.00%2025-09-302025-11-07history
HOOD ROBINHOOD MKTS INC3.9K shares13.35%2025-09-302025-11-07history
SHLD GLOBAL X FDS7.8K shares9.77%2025-09-302025-11-07history
KEY KEYCORP29.3K shares0.40%2025-09-302025-11-07history
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ED CONSOLIDATED EDISON INC5.4K shares6.31%2025-09-302025-11-07history
CSHI NEOS ETF TRUST10.9K shares5.82%2025-09-302025-11-07history
NOC NORTHROP GRUMMAN CORP892 shares-3.04%2025-09-302025-11-07history
VFVA VANGUARD WELLINGTON FD4.2K shares5.23%2025-09-302025-11-07history
MPLX MPLX LP10.8K shares0.00%2025-09-302025-11-07history
IGSB ISHARES TR10.2K shares0.00%2025-09-302025-11-07history
WELL WELLTOWER INC3.0K shares13.07%2025-09-302025-11-07history
MELI MERCADOLIBRE INC229 shares4.57%2025-09-302025-11-07history
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PEG PUBLIC SVC ENTERPRISE GRP IN6.4K shares-1.71%2025-09-302025-11-07history
AIG AMERICAN INTL GROUP INC6.8K shares-6.75%2025-09-302025-11-07history
KNG FIRST TR EXCHANGE-TRADED FD10.6K shares1.38%2025-09-302025-11-07history
XEL XCEL ENERGY INC6.5K shares3.27%2025-09-302025-11-07history
SUB ISHARES TR4.9K shares0.00%2025-09-302025-11-07history
SII SPROTT INC6.2K shares0.02%2025-09-302025-11-07history
PRFZ INVESCO EXCHANGE TRADED FD T11.4K shares0.04%2025-09-302025-11-07history
ITW ILLINOIS TOOL WKS INC2.0K shares16.06%2025-09-302025-11-07history
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STXV EA SERIES TRUST15.9K shares0.13%2025-09-302025-11-07history
DTE DTE ENERGY CO3.6K shares23.46%2025-09-302025-11-07history
CACI CACI INTL INC1.0K shares4.15%2025-09-302025-11-07history
VXF VANGUARD INDEX FDS2.5K shares0.08%2025-09-302025-11-07history
IJS ISHARES TR4.6K shares-22.41%2025-09-302025-11-07history
SMOT VANECK ETF TRUST14.1K shares-2.59%2025-09-302025-11-07history
PAGP PLAINS GP HLDGS L P27.8K shares-11.88%2025-09-302025-11-07history
STX SEAGATE TECHNOLOGY HLDNGS PL2.1K shares13.80%2025-09-302025-11-07history
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APTV APTIV PLC5.8K shares5.17%2025-09-302025-11-07history
DD DUPONT DE NEMOURS INC6.4K shares-39.13%2025-09-302025-11-07history
AZO AUTOZONE INC116 shares17.17%2025-09-302025-11-07history
USB US BANCORP DEL10.3K shares3.05%2025-09-302025-11-07history
WHR WHIRLPOOL CORP6.3K shares-8.51%2025-09-302025-11-07history
FDX FEDEX CORP2.1K shares46.68%2025-09-302025-11-07history
VONG VANGUARD SCOTTSDALE FDS4.1K shares69.97%2025-09-302025-11-07history
EFV ISHARES TR7.2K shares1.36%2025-09-302025-11-07history
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IEMG ISHARES INC7.4K shares12.28%2025-09-302025-11-07history
PALL ABRDN PALLADIUM ETF TRUST4.2K shares0.60%2025-09-302025-11-07history
TNK TEEKAY TANKERS LTD9.4K shares0.14%2025-09-302025-11-07history
NKE NIKE INC6.8K shares20.00%2025-09-302025-11-07history
LHX L3HARRIS TECHNOLOGIES INC1.5K shares-5.20%2025-09-302025-11-07history
F FORD MTR CO39.1K shares17.58%2025-09-302025-11-07history
PICK ISHARES INC10.5K shares0.00%2025-09-302025-11-07history
SPHD INVESCO EXCH TRADED FD TR II9.4K shares0.14%2025-09-302025-11-07history
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VOT VANGUARD INDEX FDS1.6K shares10.55%2025-09-302025-11-07history
ZS ZSCALER INC1.5K shares16.24%2025-09-302025-11-07history
SLYG SPDR SERIES TRUST4.9K shares-0.23%2025-09-302025-11-07history
WU WESTERN UN CO57.1K shares-9.62%2025-09-302025-11-07history
ARM ARM HOLDINGS PLC3.2K shares-3.36%2025-09-302025-11-07history
MET METLIFE INC5.5K shares14.02%2025-09-302025-11-07history
MRVL MARVELL TECHNOLOGY INC5.4K shares20.52%2025-09-302025-11-07history
XBI SPDR SERIES TRUST4.5K shares9.03%2025-09-302025-11-07history
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TEL TE CONNECTIVITY PLC2.1K shares12.56%2025-09-302025-11-07history
PSA PUBLIC STORAGE OPER CO1.6K shares28.41%2025-09-302025-11-07history
MU MICRON TECHNOLOGY INC2.7K shares32.12%2025-09-302025-11-07history
CHD CHURCH & DWIGHT CO INC5.1K shares3.77%2025-09-302025-11-07history
GM GENERAL MTRS CO7.3K shares44.35%2025-09-302025-11-07history
VGSH VANGUARD SCOTTSDALE FDS7.5K shares2.46%2025-09-302025-11-07history
RJF RAYMOND JAMES FINL INC2.6K shares20.92%2025-09-302025-11-07history
PDX PIMCO DYNAMIC INCOME STRATEG17.8K shares0.00%2025-09-302025-11-07history
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SLB SCHLUMBERGER LTD12.9K shares8.12%2025-09-302025-11-07history
GBDC GOLUB CAP BDC INC32.2K shares0.02%2025-09-302025-11-07history
TQQQ PROSHARES TR4.3K shares0.02%2025-09-302025-11-07history
VTR VENTAS INC6.3K shares3.72%2025-09-302025-11-07history
BOTZ GLOBAL X FDS12.4K shares1.91%2025-09-302025-11-07history
FLMI FRANKLIN TEMPLETON ETF TR17.7K shares-23.20%2025-09-302025-11-07history
AIQ GLOBAL X FDS8.8K shares7.14%2025-09-302025-11-07history
TGT TARGET CORP4.9K shares-0.80%2025-09-302025-11-07history
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AON AON PLC1.2K shares-10.24%2025-09-302025-11-07history
AMP AMERIPRISE FINL INC883 shares23.84%2025-09-302025-11-07history
FI FISERV INC3.3K shares12.91%2025-09-302025-11-07history
MGC VANGUARD WORLD FD1.8K shares-0.45%2025-09-302025-11-07history
KLAC KLA CORP398 shares18.45%2025-09-302025-11-07history
MSB MESABI TR14.6K shares0.14%2025-09-302025-11-07history
SGOL ETFS GOLD TR11.6K shares0.00%2025-09-302025-11-07history
DOCU DOCUSIGN INC5.9K shares-9.06%2025-09-302025-11-07history
Sponsored
ETV EATON VANCE TAX-MANAGED BUY-29.9K shares1.83%2025-09-302025-11-07history
FUTY FIDELITY COVINGTON TRUST7.5K shares-14.95%2025-09-302025-11-07history
ETD ETHAN ALLEN INTERIORS INC14.4K shares-10.28%2025-09-302025-11-07history
IPKW INVESCO EXCH TRADED FD TR II8.0K shares0.00%2025-09-302025-11-07history
HACK AMPLIFY ETF TR4.9K shares0.00%2025-09-302025-11-07history
ZTS ZOETIS INC2.9K shares-1.74%2025-09-302025-11-07history
NXP NUVEEN SELECT TAX-FREE INCOM29.0K shares0.00%2025-09-302025-11-07history
ECL ECOLAB INC1.5K shares3.40%2025-09-302025-11-07history
Sponsored
ARKK ARK ETF TR4.8K shares-1.18%2025-09-302025-11-07history
MOO VANECK ETF TRUST5.6K shares0.00%2025-09-302025-11-07history
EQT EQT CORP7.5K shares-4.33%2025-09-302025-11-07history
SHM SPDR SERIES TRUST8.5K shares-6.90%2025-09-302025-11-07history
CTVA CORTEVA INC6.0K shares-38.40%2025-09-302025-11-07history
STZ CONSTELLATION BRANDS INC3.0K shares-22.55%2025-09-302025-11-07history
AIN ALBANY INTL CORP7.6K shares-7.59%2025-09-302025-11-07history
XLE SELECT SECTOR SPDR TR4.5K shares-41.55%2025-09-302025-11-07history
Sponsored
DEO DIAGEO PLC4.2K shares-1.88%2025-09-302025-11-07history
XLK SELECT SECTOR SPDR TR1.4K shares0.00%2025-09-302025-11-07history
HSY HERSHEY CO2.1K shares-5.48%2025-09-302025-11-07history
OBDC BLUE OWL CAPITAL CORPORATION31.3K shares0.00%2025-09-302025-11-07history
EXC EXELON CORP8.9K shares0.27%2025-09-302025-11-07history
GTY GETTY RLTY CORP NEW14.8K shares1.26%2025-09-302025-11-07history
VTEB VANGUARD MUN BD FDS7.9K shares-2.16%2025-09-302025-11-07history
MPC MARATHON PETE CORP2.0K sharesnew addition2025-09-302025-11-07history
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ESGU ISHARES TR2.7K shares3.61%2025-09-302025-11-07history
ISCV ISHARES TR5.8K shares-2.60%2025-09-302025-11-07history
PXF INVESCO EXCH TRADED FD TR II6.4K shares0.00%2025-09-302025-11-07history
JIRE J P MORGAN EXCHANGE TRADED F5.3K shares12.69%2025-09-302025-11-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available