The Analysis of Evercore Wealth Management, LLC's Holdings
Currently, Evercore Wealth Management, LLC holds 413 types of securities in its portfolio with a total value $6.8B. In the most recent quarter, they have increased their positions in MELI (+23.1K shares, valued at $54.1M), ARCC (+724.9K shares, valued at $14.8M), VEU (+195.4K shares, valued at $13.9M); decreased their positions in UNH (-164.3K shares, valued at $56.7M), ACN (-213.2K shares, valued at $52.6M), NVDA (-74.7K shares, valued at $13.9M); initiated new positions in MELI (+23.1K shares, valued at $54.1M), EXE (+20.0K shares, valued at $2.1M), SEI (+25.0K shares, valued at $999.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION2.3M shares-3.09%2025-09-302025-11-14
MSFT MICROSOFT CORP819.4K shares-1.99%2025-09-302025-11-14 AAPL APPLE INC1.6M shares-1.59%2025-09-302025-11-14 AMZN AMAZON COM INC1.2M shares-0.97%2025-09-302025-11-14 GOOG ALPHABET INC977.2K shares-0.65%2025-09-302025-11-14 MA MASTERCARD INCORPORATED405.5K shares-1.67%2025-09-302025-11-14 BX BLACKSTONE INC1.3M shares-1.81%2025-09-302025-11-14 AZO AUTOZONE INC51.6K shares-2.48%2025-09-302025-11-14 MS MORGAN STANLEY1.2M shares-1.41%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.591.0K shares-1.52%2025-09-302025-11-14 GOOGL ALPHABET INC766.7K shares-1.92%2025-09-302025-11-14 HD HOME DEPOT INC445.1K shares-1.26%2025-09-302025-11-14 CBRE CBRE GROUP INC1.0M shares-1.46%2025-09-302025-11-14 WMB WILLIAMS COS INC2.5M shares-1.38%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC280.3K shares-1.37%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL268.3K shares-1.23%2025-09-302025-11-14 FIX COMFORT SYS USA INC159.3K shares0.38%2025-09-302025-11-14 BLK BLACKROCK INC109.5K shares-0.54%2025-09-302025-11-14 CB CHUBB LIMITED436.6K shares0.27%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC1.1M shares3.25%2025-09-302025-11-14 BLDR BUILDERS FIRSTSOURCE INC870.1K shares-0.44%2025-09-302025-11-14 VIK VIKING HOLDINGS LTD1.7M shares0.15%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW101.7K shares-2.06%2025-09-302025-11-14 DLN WISDOMTREE TR1.1M shares-2.05%2025-09-302025-11-14 CDW CDW CORP501.1K shares-0.07%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR115.9K shares0.32%2025-09-302025-11-14 PGR PROGRESSIVE CORP311.7K shares15.84%2025-09-302025-11-14 AMT AMERICAN TOWER CORP NEW396.8K shares-2.16%2025-09-302025-11-14 ADBE ADOBE INC207.0K shares0.94%2025-09-302025-11-14 EOG EOG RES INC629.4K shares-1.55%2025-09-302025-11-14 GNRC GENERAC HLDGS INC403.5K shares-6.63%2025-09-302025-11-14 CROX CROCS INC736.2K shares-7.30%2025-09-302025-11-14 MELI MERCADOLIBRE INC23.1K sharesnew addition2025-09-302025-11-14 VOO VANGUARD INDEX FDS84.4K shares23.52%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC145.5K shares-53.03%2025-09-302025-11-14 TJX TJX COS INC NEW338.4K shares-4.65%2025-09-302025-11-14 ARCC ARES CAPITAL CORP2.4M shares43.50%2025-09-302025-11-14 IAU ISHARES GOLD TR619.5K shares-2.59%2025-09-302025-11-14 IVV ISHARES TR66.6K shares0.25%2025-09-302025-11-14 DXJ WISDOMTREE TR297.9K shares-0.35%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND150.3K shares-58.65%2025-09-302025-11-14 SHW SHERWIN WILLIAMS CO100.0K shares-1.78%2025-09-302025-11-14 JAAA JANUS DETROIT STR TR614.3K shares79.71%2025-09-302025-11-14 FI FISERV INC238.2K shares-27.67%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON163.6K shares-1.42%2025-09-302025-11-14 IWF ISHARES TR58.4K shares0.27%2025-09-302025-11-14 GLD SPDR GOLD TR75.4K shares-0.63%2025-09-302025-11-14 LLY ELI LILLY & CO34.3K shares-4.46%2025-09-302025-11-14 CVX CHEVRON CORP NEW145.0K shares-11.73%2025-09-302025-11-14 VEU VANGUARD INTL EQUITY INDEX F299.4K shares187.86%2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC41.4K shares-1.36%2025-09-302025-11-14 ABBV ABBVIE INC85.4K shares-0.85%2025-09-302025-11-14 GLDM WORLD GOLD TR251.8K shares132.17%2025-09-302025-11-14 ORCL ORACLE CORP61.6K shares-0.15%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS58.8K shares-1.04%2025-09-302025-11-14 EFA ISHARES TR174.2K shares-2.05%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP169.7K shares-2.12%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN55.1K shares-1.58%2025-09-302025-11-14 ABT ABBOTT LABS103.2K shares-15.88%2025-09-302025-11-14 PEP PEPSICO INC97.1K shares-3.64%2025-09-302025-11-14 TSLA TESLA INC30.3K shares1.14%2025-09-302025-11-14 NEE NEXTERA ENERGY INC167.6K shares2.42%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS210.1K shares1.72%2025-09-302025-11-14 MCD MCDONALDS CORP40.7K shares-4.42%2025-09-302025-11-14 CSCO CISCO SYS INC178.6K shares1.57%2025-09-302025-11-14 V VISA INC35.4K shares-0.40%2025-09-302025-11-14 SYK STRYKER CORPORATION32.1K shares-0.22%2025-09-302025-11-14 RTX RTX CORPORATION67.9K shares0.35%2025-09-302025-11-14 MCK MCKESSON CORP14.2K shares-11.93%2025-09-302025-11-14 AVGO BROADCOM INC32.9K shares-0.88%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO69.0K shares-4.13%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T55.8K shares-5.95%2025-09-302025-11-14 IJH ISHARES TR158.8K shares0.00%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR34.8K shares-11.40%2025-09-302025-11-14 XOM EXXON MOBIL CORP83.6K shares-1.16%2025-09-302025-11-14 MDY SPDR S&P MIDCAP 400 ETF TR15.7K shares-0.95%2025-09-302025-11-14 KO COCA COLA CO137.6K shares-4.24%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL12 shares9.09%2025-09-302025-11-14 IWM ISHARES TR36.0K shares-1.16%2025-09-302025-11-14 TXN TEXAS INSTRS INC46.8K shares-2.75%2025-09-302025-11-14 LOW LOWES COS INC32.8K shares-0.73%2025-09-302025-11-14 WMT WALMART INC79.7K shares-0.89%2025-09-302025-11-14 MRK MERCK & CO INC94.5K shares-1.47%2025-09-302025-11-14 JBL JABIL INC36.0K shares-1.37%2025-09-302025-11-14 APH AMPHENOL CORP NEW61.5K shares-0.44%2025-09-302025-11-14 CHKP CHECK POINT SOFTWARE TECH LT36.3K shares-0.01%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F130.4K shares38.12%2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L216.5K shares0.00%2025-09-302025-11-14 IVW ISHARES TR55.0K shares0.00%2025-09-302025-11-14 MPLX MPLX LP132.1K shares0.00%2025-09-302025-11-14 XLV SELECT SECTOR SPDR TR46.8K shares-21.28%2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F80.7K shares112.83%2025-09-302025-11-14 VB VANGUARD INDEX FDS24.0K shares-2.15%2025-09-302025-11-14 QQQ INVESCO QQQ TR10.2K shares-0.76%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC33.4K shares0.00%2025-09-302025-11-14 CRM SALESFORCE INC25.4K shares-2.26%2025-09-302025-11-14 VTI VANGUARD INDEX FDS18.2K shares0.00%2025-09-302025-11-14 ECL ECOLAB INC21.2K shares0.00%2025-09-302025-11-14 IWB ISHARES TR15.7K shares0.82%2025-09-302025-11-14 ITW ILLINOIS TOOL WKS INC21.5K shares-0.80%2025-09-302025-11-14 NET CLOUDFLARE INC25.6K shares-9.71%2025-09-302025-11-14 NFLX NETFLIX INC4.4K shares0.00%2025-09-302025-11-14 AMGN AMGEN INC18.0K shares-3.09%2025-09-302025-11-14 AMAT APPLIED MATLS INC24.0K shares-1.11%2025-09-302025-11-14 VUG VANGUARD INDEX FDS10.2K shares-2.28%2025-09-302025-11-14 UNP UNION PAC CORP20.6K shares-1.52%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO14.1K shares4.04%2025-09-302025-11-14 CAT CATERPILLAR INC9.7K shares0.09%2025-09-302025-11-14 META META PLATFORMS INC6.3K shares-3.37%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC42.1K shares-0.67%2025-09-302025-11-14 DIS DISNEY WALT CO38.3K shares1.50%2025-09-302025-11-14 DHR DANAHER CORPORATION22.1K shares-4.01%2025-09-302025-11-14 VV VANGUARD INDEX FDS14.2K shares-2.38%2025-09-302025-11-14 IJR ISHARES TR36.7K shares0.27%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC25.9K shares4.49%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC5.2K shares2.45%2025-09-302025-11-14 EMR EMERSON ELEC CO30.9K shares-0.05%2025-09-302025-11-14 VO VANGUARD INDEX FDS13.6K shares-4.12%2025-09-302025-11-14 AGG ISHARES TR39.7K shares1842.98%2025-09-302025-11-14 RPM RPM INTL INC33.5K shares-12.32%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR72.1K shares-0.74%2025-09-302025-11-14 HON HONEYWELL INTL INC17.4K shares-3.59%2025-09-302025-11-14 IVE ISHARES TR16.7K shares-1.02%2025-09-302025-11-14 WFC WELLS FARGO CO NEW38.5K shares3.78%2025-09-302025-11-14 CARR CARRIER GLOBAL CORPORATION53.8K shares1.72%2025-09-302025-11-14 IDXX IDEXX LABS INC5.0K shares-7.71%2025-09-302025-11-14 GE GE AEROSPACE10.5K shares-1.34%2025-09-302025-11-14 NKE NIKE INC44.9K shares-1.04%2025-09-302025-11-14 QCOM QUALCOMM INC18.3K shares0.00%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW24.2K shares-2.47%2025-09-302025-11-14 AFL AFLAC INC26.6K shares-0.19%2025-09-302025-11-14 CHD CHURCH & DWIGHT CO INC33.8K shares-0.47%2025-09-302025-11-14 IWR ISHARES TR30.6K shares-4.91%2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN17.5K shares0.00%2025-09-302025-11-14 TRV TRAVELERS COMPANIES INC10.5K shares3.77%2025-09-302025-11-14 CSR CENTERSPACE46.8K shares0.00%2025-09-302025-11-14 MTD METTLER TOLEDO INTERNATIONAL2.2K shares0.00%2025-09-302025-11-14 XLC SELECT SECTOR SPDR TR22.6K shares-0.64%2025-09-302025-11-14 XLY SELECT SECTOR SPDR TR11.1K shares-0.89%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS12.3K shares-0.76%2025-09-302025-11-14 BAC BANK AMERICA CORP51.3K shares4.67%2025-09-302025-11-14 PFE PFIZER INC102.7K shares-13.77%2025-09-302025-11-14 XLI SELECT SECTOR SPDR TR16.5K shares0.15%2025-09-302025-11-14 BA BOEING CO11.7K shares19.31%2025-09-302025-11-14 MDT MEDTRONIC PLC25.8K shares-4.75%2025-09-302025-11-14 VGT VANGUARD WORLD FD3.2K shares0.00%2025-09-302025-11-14 AAXJ ISHARES TR26.0K shares-0.67%2025-09-302025-11-14 IWD ISHARES TR11.5K shares-3.91%2025-09-302025-11-14 OTIS OTIS WORLDWIDE CORP25.4K shares-6.17%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP4.6K shares-1.35%2025-09-302025-11-14 PH PARKER-HANNIFIN CORP2.9K shares-2.22%2025-09-302025-11-14 SBUX STARBUCKS CORP25.2K shares-3.34%2025-09-302025-11-14 EXE EXPAND ENERGY CORPORATION20.0K sharesnew addition2025-09-302025-11-14 GEV GE VERNOVA INC3.4K shares-3.39%2025-09-302025-11-14 CL COLGATE PALMOLIVE CO26.1K shares1.65%2025-09-302025-11-14 DVY ISHARES TR14.5K shares0.00%2025-09-302025-11-14 YUM YUM BRANDS INC13.4K shares0.00%2025-09-302025-11-14 OEF ISHARES TR5.9K shares-0.84%2025-09-302025-11-14 TEL TE CONNECTIVITY PLC8.9K shares221.51%2025-09-302025-11-14 MMM 3M CO12.6K shares-4.72%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF29.8K shares94.30%2025-09-302025-11-14 ZTS ZOETIS INC12.6K shares0.91%2025-09-302025-11-14 SUSA ISHARES TR13.5K shares0.00%2025-09-302025-11-14 BWA BORGWARNER INC41.4K shares-10.15%2025-09-302025-11-14 HDV ISHARES TR14.8K shares-9.55%2025-09-302025-11-14 BN BROOKFIELD CORP26.3K shares-1.86%2025-09-302025-11-14 SYY SYSCO CORP21.8K shares0.00%2025-09-302025-11-14 XLP SELECT SECTOR SPDR TR22.8K shares0.00%2025-09-302025-11-14 SLV ISHARES SILVER TR42.1K shares13.49%2025-09-302025-11-14 IEFA ISHARES TR20.4K shares-6.35%2025-09-302025-11-14 XLB SELECT SECTOR SPDR TR19.7K shares0.31%2025-09-302025-11-14 SON SONOCO PRODS CO40.3K shares-2.65%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F12.4K shares0.00%2025-09-302025-11-14 AYI ACUITY INC4.9K shares0.00%2025-09-302025-11-14 ATR APTARGROUP INC12.4K shares0.00%2025-09-302025-11-14 DBEF DBX ETF TR35.6K shares0.00%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC26.4K shares-12.22%2025-09-302025-11-14 NXPI NXP SEMICONDUCTORS N V7.2K shares-8.08%2025-09-302025-11-14 PSX PHILLIPS 6612.0K shares-8.25%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC8.1K shares0.00%2025-09-302025-11-14 MMC MARSH & MCLENNAN COS INC8.1K shares-0.07%2025-09-302025-11-14 SPGI S&P GLOBAL INC3.3K shares0.00%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW6.1K shares0.00%2025-09-302025-11-14 IWV ISHARES TR4.1K shares-2.59%2025-09-302025-11-14 WM WASTE MGMT INC DEL7.0K shares-0.71%2025-09-302025-11-14 GILD GILEAD SCIENCES INC13.6K shares37.72%2025-09-302025-11-14 KMI KINDER MORGAN INC DEL53.1K shares0.04%2025-09-302025-11-14 XAR SPDR SERIES TRUST6.2K shares1.96%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC13.3K shares301.85%2025-09-302025-11-14 GLW CORNING INC17.3K shares0.43%2025-09-302025-11-14 IEMG ISHARES INC21.5K shares-3.81%2025-09-302025-11-14 PRFZ INVESCO EXCHANGE TRADED FD T31.2K shares-11.02%2025-09-302025-11-14 LHX L3HARRIS TECHNOLOGIES INC4.6K shares-5.19%2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC16.1K shares-27.73%2025-09-302025-11-14 J JACOBS SOLUTIONS INC8.8K shares0.00%2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR14.4K shares1.78%2025-09-302025-11-14 ADI ANALOG DEVICES INC5.2K shares-2.04%2025-09-302025-11-14 VOOV VANGUARD ADMIRAL FDS INC6.3K shares0.00%2025-09-302025-11-14 INTC INTEL CORP36.1K shares-23.42%2025-09-302025-11-14 USB US BANCORP DEL25.0K shares0.00%2025-09-302025-11-14 ENB ENBRIDGE INC23.8K shares-1.12%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR37.1K shares0.00%2025-09-302025-11-14 ETN EATON CORP PLC3.2K shares-2.89%2025-09-302025-11-14 DOV DOVER CORP7.0K shares-4.69%2025-09-302025-11-14 CMCSA COMCAST CORP NEW37.1K shares3.21%2025-09-302025-11-14 PWV INVESCO EXCHANGE TRADED FD T17.8K shares0.00%2025-09-302025-11-14 SNPS SYNOPSYS INC2.3K shares255.11%2025-09-302025-11-14 PAYX PAYCHEX INC9.0K shares0.28%2025-09-302025-11-14 AJG GALLAGHER ARTHUR J & CO3.7K shares-22.38%2025-09-302025-11-14 SPTM SPDR SERIES TRUST14.1K shares40.34%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC7.0K shares-2.47%2025-09-302025-11-14 COP CONOCOPHILLIPS11.9K shares-2.06%2025-09-302025-11-14 ALL ALLSTATE CORP5.2K shares171.02%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP3.3K shares0.00%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC25.3K shares-3.46%2025-09-302025-11-14 NOW SERVICENOW INC1.2K shares0.00%2025-09-302025-11-14 EQIX EQUINIX INC1.4K shares-1.91%2025-09-302025-11-14 TGT TARGET CORP11.9K shares0.03%2025-09-302025-11-14 ANET ARISTA NETWORKS INC7.2K shares0.00%2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP8.3K shares-10.71%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC7.0K shares0.00%2025-09-302025-11-14 SEI SOLARIS ENERGY INFRAS INC25.0K sharesnew addition2025-09-302025-11-14 EEM ISHARES TR18.7K shares-5.10%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC182 shares-2.67%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO21.2K shares0.01%2025-09-302025-11-14 IOT SAMSARA INC25.0K sharesnew addition2025-09-302025-11-14 SO SOUTHERN CO9.7K shares-9.52%2025-09-302025-11-14 STE STERIS PLC3.7K shares0.00%2025-09-302025-11-14 JEF JEFFERIES FINL GROUP INC13.8K shares4.92%2025-09-302025-11-14 DELL DELL TECHNOLOGIES INC6.2K shares8.03%2025-09-302025-11-14 MO ALTRIA GROUP INC13.2K shares3.21%2025-09-302025-11-14 SPH SUBURBAN PROPANE PARTNERS L45.4K shares0.00%2025-09-302025-11-14 LIN LINDE PLC1.8K shares-1.11%2025-09-302025-11-14 DE DEERE & CO1.8K shares-12.04%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP3.9K shares103.82%2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS INC2.1K shares-1.03%2025-09-302025-11-14 JEPI J P MORGAN EXCHANGE TRADED F14.3K shares0.00%2025-09-302025-11-14 ED CONSOLIDATED EDISON INC8.1K shares1.25%2025-09-302025-11-14 DIA SPDR DOW JONES INDL AVERAGE1.7K shares0.00%2025-09-302025-11-14 GDXJ VANECK ETF TRUST8.0K shares-10.86%2025-09-302025-11-14 DFAX DIMENSIONAL ETF TRUST25.0K shares0.00%2025-09-302025-11-14 PRM PERIMETER SOLUTIONS INC35.0K shares0.00%2025-09-302025-11-14 GBDC GOLUB CAP BDC INC57.0K shares14.32%2025-09-302025-11-14 IWN ISHARES TR4.4K shares-1.10%2025-09-302025-11-14 DHI D R HORTON INC4.6K shares0.00%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC3.8K shares0.00%2025-09-302025-11-14 DD DUPONT DE NEMOURS INC9.9K shares3.31%2025-09-302025-11-14 KLAC KLA CORP710 shares0.00%2025-09-302025-11-14 COR CENCORA INC2.4K shares0.00%2025-09-302025-11-14 DPZ DOMINOS PIZZA INC1.8K shares-1.02%2025-09-302025-11-14 URI UNITED RENTALS INC788 shares-11.76%2025-09-302025-11-14 TPL TEXAS PACIFIC LAND CORPORATI776 shares0.00%2025-09-302025-11-14 MCO MOODYS CORP1.5K shares0.00%2025-09-302025-11-14 PRF INVESCO EXCHANGE TRADED FD T15.5K shares-21.29%2025-09-302025-11-14 MSI MOTOROLA SOLUTIONS INC1.5K shares0.13%2025-09-302025-11-14 LRCX LAM RESEARCH CORP5.2K shares0.00%2025-09-302025-11-14 REGN REGENERON PHARMACEUTICALS1.2K shares-11.84%2025-09-302025-11-14 EFG ISHARES TR5.8K shares-1.28%2025-09-302025-11-14 TMUS T-MOBILE US INC2.8K shares10.05%2025-09-302025-11-14 PCT PURECYCLE TECHNOLOGIES INC50.0K shares0.00%2025-09-302025-11-14 INTU INTUIT916 shares-6.44%2025-09-302025-11-14 PSA PUBLIC STORAGE OPER CO2.1K shares-0.74%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC3.7K shares-1.79%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP6.3K shares-40.35%2025-09-302025-11-14 MKC MCCORMICK & CO INC9.1K shares0.00%2025-09-302025-11-14 AWK AMERICAN WTR WKS CO INC NEW4.3K shares1.04%2025-09-302025-11-14 CME CME GROUP INC2.2K shares0.00%2025-09-302025-11-14 WWD WOODWARD INC2.3K shares-1.82%2025-09-302025-11-14 MLM MARTIN MARIETTA MATLS INC928 shares0.00%2025-09-302025-11-14 EVR EVERCORE INC1.7K shares0.00%2025-09-302025-11-14 BK BANK NEW YORK MELLON CORP5.3K shares35.78%2025-09-302025-11-14 XBI SPDR SERIES TRUST5.7K shares-32.97%2025-09-302025-11-14 NSC NORFOLK SOUTHN CORP1.9K shares-11.65%2025-09-302025-11-14 VRSK VERISK ANALYTICS INC2.3K shares0.00%2025-09-302025-11-14 SHOP SHOPIFY INC3.8K shares0.00%2025-09-302025-11-14 GBTC GRAYSCALE BITCOIN TRUST ETF6.3K shares0.00%2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC1.3K shares0.00%2025-09-302025-11-14 GWW GRAINGER W W INC581 shares-14.68%2025-09-302025-11-14 CTSH COGNIZANT TECHNOLOGY SOLUTIO8.3K shares-9.24%2025-09-302025-11-14 MPC MARATHON PETE CORP2.9K shares0.00%2025-09-302025-11-14 MSCI MSCI INC969 shares-3.00%2025-09-302025-11-14 TFC TRUIST FINL CORP12.0K shares-4.16%2025-09-302025-11-14 ROK ROCKWELL AUTOMATION INC1.6K shares0.00%2025-09-302025-11-14 DLR DIGITAL RLTY TR INC3.1K shares-5.63%2025-09-302025-11-14 RNR RENAISSANCERE HLDGS LTD2.1K shares0.00%2025-09-302025-11-14 AN AUTONATION INC2.4K shares0.00%2025-09-302025-11-14 CSX CSX CORP14.5K shares0.00%2025-09-302025-11-14 EIX EDISON INTL9.3K shares0.65%2025-09-302025-11-14 BBY BEST BUY INC6.8K shares-1.18%2025-09-302025-11-14 OBDC BLUE OWL CAPITAL CORPORATION39.8K shares0.00%2025-09-302025-11-14 IWO ISHARES TR1.6K shares0.00%2025-09-302025-11-14 CMI CUMMINS INC1.2K shares-4.29%2025-09-302025-11-14 IWP ISHARES TR3.5K shares0.00%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS5.4K shares1.67%2025-09-302025-11-14 CRWV COREWEAVE INC3.6K shares0.00%2025-09-302025-11-14 AMP AMERIPRISE FINL INC995 shares-2.45%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP802 shares0.00%2025-09-302025-11-14 VTV VANGUARD INDEX FDS2.6K shares-7.75%2025-09-302025-11-14 BDX BECTON DICKINSON & CO2.5K shares-28.23%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC1.1K shares0.00%2025-09-302025-11-14 BXSL BLACKSTONE SECD LENDING FD18.1K shares0.00%2025-09-302025-11-14 SIVR ABRDN SILVER ETF TRUST10.5K shares0.00%2025-09-302025-11-14 WAB WABTEC2.3K shares0.00%2025-09-302025-11-14 IMXI INTERNATIONAL MNY EXPRESS IN33.2K shares0.00%2025-09-302025-11-14 RKLB ROCKET LAB CORP9.5K shares0.00%2025-09-302025-11-14 TPR TAPESTRY INC4.0K shares0.00%2025-09-302025-11-14 XOP SPDR SERIES TRUST3.4K shares-73.77%2025-09-302025-11-14 C CITIGROUP INC4.4K shares1.10%2025-09-302025-11-14 COIN COINBASE GLOBAL INC1.3K shares-51.05%2025-09-302025-11-14 RSG REPUBLIC SVCS INC1.8K shares0.00%2025-09-302025-11-14 RJF RAYMOND JAMES FINL INC2.4K shares0.00%2025-09-302025-11-14 APD AIR PRODS & CHEMS INC1.5K shares-1.75%2025-09-302025-11-14 STT STATE STR CORP3.5K shares0.00%2025-09-302025-11-14 APO APOLLO GLOBAL MGMT INC3.0K shares0.00%2025-09-302025-11-14 SLB SCHLUMBERGER LTD11.6K shares-2.08%2025-09-302025-11-14 CI THE CIGNA GROUP1.4K shares-41.78%2025-09-302025-11-14 IFF INTERNATIONAL FLAVORS&FRAGRA6.4K shares0.00%2025-09-302025-11-14 DFAC DIMENSIONAL ETF TRUST10.2K shares0.00%2025-09-302025-11-14 SSNC SS&C TECHNOLOGIES HLDGS INC4.4K shares0.00%2025-09-302025-11-14 MKL MARKEL GROUP INC203 shares0.00%2025-09-302025-11-14 TECH BIO-TECHNE CORP6.9K shares24.24%2025-09-302025-11-14 AEE AMEREN CORP3.7K shares0.00%2025-09-302025-11-14 GDX VANECK ETF TRUST5.0K shares9.77%2025-09-302025-11-14 RIOT RIOT PLATFORMS INC20.0K shares0.00%2025-09-302025-11-14 HACK AMPLIFY ETF TR4.4K shares0.00%2025-09-302025-11-14 SXT SENSIENT TECHNOLOGIES CORP4.0K shares0.00%2025-09-302025-11-14 ACHR ARCHER AVIATION INC38.8K shares0.00%2025-09-302025-11-14 GIS GENERAL MLS INC7.3K shares-7.13%2025-09-302025-11-14 VXF VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-14 VBR VANGUARD INDEX FDS1.7K shares0.00%2025-09-302025-11-14 EXPE EXPEDIA GROUP INC1.7K shares-25.01%2025-09-302025-11-14 NVT NVENT ELECTRIC PLC3.5K sharesnew addition2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP1.1K shares-1.67%2025-09-302025-11-14 DGX QUEST DIAGNOSTICS INC1.8K shares-1.05%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A486 shares0.00%2025-09-302025-11-14 BAM BROOKFIELD ASSET MANAGMT LTD5.9K shares0.00%2025-09-302025-11-14 KKR KKR & CO INC2.6K shares0.00%2025-09-302025-11-14 WTM WHITE MTNS INS GROUP LTD200 shares0.00%2025-09-302025-11-14 WBS WEBSTER FINL CORP5.5K shares-9.38%2025-09-302025-11-14 ZBH ZIMMER BIOMET HOLDINGS INC3.3K shares0.00%2025-09-302025-11-14 GTLS CHART INDS INC1.6K shares0.00%2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS2.2K shares0.00%2025-09-302025-11-14 VGIT VANGUARD SCOTTSDALE FDS5.2K shares0.00%2025-09-302025-11-14 VMC VULCAN MATLS CO1.0K shares-2.72%2025-09-302025-11-14 AGZ ISHARES TR2.8K shares-4.16%2025-09-302025-11-14 BBCA J P MORGAN EXCHANGE TRADED F3.5K shares0.00%2025-09-302025-11-14 STZ CONSTELLATION BRANDS INC2.3K shares-74.54%2025-09-302025-11-14 FEZ SPDR INDEX SHS FDS4.9K shares0.00%2025-09-302025-11-14 KVUE KENVUE INC18.5K shares0.00%2025-09-302025-11-14 BIIB BIOGEN INC2.1K shares0.00%2025-09-302025-11-14 HALO HALOZYME THERAPEUTICS INC4.0K shares0.00%2025-09-302025-11-14 LQD ISHARES TR2.6K shares4.37%2025-09-302025-11-14 FXI ISHARES TR7.0K sharesnew addition2025-09-302025-11-14 JEPQ J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2025-09-302025-11-14 PNR PENTAIR PLC2.6K sharesnew addition2025-09-302025-11-14 PWR QUANTA SVCS INC687 shares0.00%2025-09-302025-11-14 HIG HARTFORD INSURANCE GROUP INC2.1K shares-4.79%2025-09-302025-11-14 HUBB HUBBELL INC653 sharesnew addition2025-09-302025-11-14 IDEV ISHARES TR3.5K shares0.00%2025-09-302025-11-14 ALNY ALNYLAM PHARMACEUTICALS INC600 sharesnew addition2025-09-302025-11-14 ETR ENTERGY CORP NEW2.9K shares0.00%2025-09-302025-11-14 USMV ISHARES TR2.9K shares0.00%2025-09-302025-11-14 FNDF SCHWAB STRATEGIC TR6.2K shares0.00%2025-09-302025-11-14 CTVA CORTEVA INC3.9K shares4.16%2025-09-302025-11-14 SPYD SPDR SERIES TRUST6.0K shares0.00%2025-09-302025-11-14 KNCT INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-09-302025-11-14 VONG VANGUARD SCOTTSDALE FDS2.1K shares-16.49%2025-09-302025-11-14 VTIP VANGUARD MALVERN FDS4.8K shares0.00%2025-09-302025-11-14 XYL XYLEM INC1.6K shares0.00%2025-09-302025-11-14 WSM WILLIAMS SONOMA INC1.2K shares-2.07%2025-09-302025-11-14 SLG SL GREEN RLTY CORP4.0K shares0.00%2025-09-302025-11-14 HOLX HOLOGIC INC3.5K sharesnew addition2025-09-302025-11-14 ADSK AUTODESK INC735 shares-15.13%2025-09-302025-11-14 GGG GRACO INC2.7K shares-4.99%2025-09-302025-11-14 CSL CARLISLE COS INC700 shares0.00%2025-09-302025-11-14 FXF INVESCO CURRENCYSHARES SWISS2.1K sharesnew addition2025-09-302025-11-14 EWJ ISHARES INC2.8K sharesnew addition2025-09-302025-11-14 BIP BROOKFIELD INFRAST PARTNERS6.9K shares0.00%2025-09-302025-11-14 A AGILENT TECHNOLOGIES INC1.8K shares0.00%2025-09-302025-11-14 BBJP J P MORGAN EXCHANGE TRADED F3.4K shares0.00%2025-09-302025-11-14 HSIC HENRY SCHEIN INC3.4K shares-1.45%2025-09-302025-11-14 LH LABCORP HOLDINGS INC784 shares0.00%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR8.5K shares0.00%2025-09-302025-11-14 COLB COLUMBIA BKG SYS INC8.6K shares0.00%2025-09-302025-11-14 EQR EQUITY RESIDENTIAL3.4K sharesnew addition2025-09-302025-11-14 MUB ISHARES TR2.1K shares-51.99%2025-09-302025-11-14 KR KROGER CO3.3K shares-5.10%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR7.3K shares0.00%2025-09-302025-11-14 CTAS CINTAS CORP1.0K shares0.00%2025-09-302025-11-14 SOUN SOUNDHOUND AI INC13.2K shares0.00%2025-09-302025-11-14 MET METLIFE INC2.6K shares0.00%2025-09-302025-11-14 IEI ISHARES TR1.8K shares0.00%2025-09-302025-11-14 ACU ACME UTD CORP5.1K shares0.00%2025-09-302025-11-14 ICF ISHARES TR3.4K shares-17.07%2025-09-302025-11-14 EW EDWARDS LIFESCIENCES CORP2.7K shares-2.42%2025-09-302025-11-14 GAM GENERAL AMERN INVS CO INC3.3K sharesnew addition2025-09-302025-11-14 WLY WILEY JOHN & SONS INC5.1K shares0.00%2025-09-302025-11-14 VHT VANGUARD WORLD FD788 sharesnew addition2025-09-302025-11-14 WEX WEX INC1.3K sharesnew addition2025-09-302025-11-14 SKYY FIRST TR EXCHANGE TRADED FD1.5K sharesnew addition2025-09-302025-11-14 D DOMINION ENERGY INC3.3K sharesnew addition2025-09-302025-11-14 NUE NUCOR CORP1.5K sharesnew addition2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR7.2K sharesnew addition2025-09-302025-11-14 HYAC HAYMAKER ACQUISITION CORP IV16.8K shares-5.72%2025-09-302025-11-14 LAB STANDARD BIOTOOLS INC125.0K shares0.00%2025-09-302025-11-14 LEGT LEGATO MERGER CORP III14.3K shares0.00%2025-09-302025-11-14 ROIV ROIVANT SCIENCES LTD10.0K shares0.00%2025-09-302025-11-14 NETD NABORS ENERGY TRANSITION COR11.6K shares-15.31%2025-09-302025-11-14 BRBS BLUE RIDGE BANKSHARES INC VA20.0K shares0.00%2025-09-302025-11-14 AUR AURORA INNOVATION INC12.0K sharesnew addition2025-09-302025-11-14 PLUG PLUG POWER INC20.0K shares0.00%2025-09-302025-11-14 MGNX MACROGENICS INC17.5K shares0.00%2025-09-302025-11-14 CHGG CHEGG INC13.7K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available