The Analysis of EVOKE WEALTH, LLC's Holdings

Currently, EVOKE WEALTH, LLC holds 632 types of securities in its portfolio with a total value $4.8B. In the most recent quarter, they have increased their positions in SCHP (+999.9K shares, valued at $26.9M), SPY (+30.7K shares, valued at $20.5M), GLDM (+221.4K shares, valued at $16.9M); decreased their positions in LTPZ (-188.8K shares, valued at $10.1M), AGG (-62.3K shares, valued at $6.2M), TLT (-44.1K shares, valued at $3.9M); initiated new positions in CPRT (+68.9K shares, valued at $3.1M), PFF (+44.2K shares, valued at $1.4M), FBND (+24.5K shares, valued at $1.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLDM WORLD GOLD TR7.3M shares3.15%2025-09-302025-11-14

IVV ISHARES TR638.4K shares-0.71%2025-09-302025-11-14

RPAR TIDAL TRUST I10.2M shares6.56%2025-09-302025-11-14

SCHP SCHWAB STRATEGIC TR7.8M shares14.81%2025-09-302025-11-14

VTI VANGUARD INDEX FDS587.7K shares1.57%2025-09-302025-11-14

GUNR FLEXSHARES TR4.2M shares5.89%2025-09-302025-11-14

OEF ISHARES TR421.2K shares-0.14%2025-09-302025-11-14

NVDA NVIDIA CORPORATION659.5K shares4.69%2025-09-302025-11-14

Sponsored

TIP ISHARES TR1.0M shares-2.25%2025-09-302025-11-14

ACWI ISHARES TR812.9K shares-0.19%2025-09-302025-11-14

VEA VANGUARD TAX-MANAGED FDS1.9M shares6.05%2025-09-302025-11-14

VOO VANGUARD INDEX FDS170.1K shares0.68%2025-09-302025-11-14

SPY SPDR S&P 500 ETF TR154.4K shares24.77%2025-09-302025-11-14

AAPL APPLE INC382.7K shares5.39%2025-09-302025-11-14

DFAU DIMENSIONAL ETF TRUST2.0M shares1.75%2025-09-302025-11-14

DFAI DIMENSIONAL ETF TRUST2.4M shares4.42%2025-09-302025-11-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F1.4M shares8.30%2025-09-302025-11-14

MBB ISHARES TR733.9K shares4.19%2025-09-302025-11-14

VTV VANGUARD INDEX FDS370.0K shares-1.97%2025-09-302025-11-14

MSFT MICROSOFT CORP128.8K shares4.54%2025-09-302025-11-14

AGG ISHARES TR653.4K shares-8.70%2025-09-302025-11-14

VT VANGUARD INTL EQUITY INDEX F467.1K shares-0.20%2025-09-302025-11-14

VTIP VANGUARD MALVERN FDS1.2M shares14.66%2025-09-302025-11-14

DFAE DIMENSIONAL ETF TRUST1.9M shares5.61%2025-09-302025-11-14

Sponsored

IVE ISHARES TR245.4K shares-0.60%2025-09-302025-11-14

EMXC ISHARES INC733.8K shares4.02%2025-09-302025-11-14

VTWO VANGUARD SCOTTSDALE FDS490.0K shares0.32%2025-09-302025-11-14

GOOGL ALPHABET INC197.0K shares4.83%2025-09-302025-11-14

LTPZ PIMCO ETF TR772.6K shares-19.64%2025-09-302025-11-14

VIG VANGUARD SPECIALIZED FUNDS174.8K shares3.76%2025-09-302025-11-14

TIDAL TRUST I TIDAL TRUST I2.5M shares-0.03%2025-09-302025-11-14

AMZN AMAZON COM INC145.8K shares4.90%2025-09-302025-11-14

Sponsored

GOOG ALPHABET INC116.5K shares4.94%2025-09-302025-11-14

VONE VANGUARD SCOTTSDALE FDS90.6K shares-3.64%2025-09-302025-11-14

STIP ISHARES TR233.9K shares8.78%2025-09-302025-11-14

GLD SPDR GOLD TR57.7K shares5.71%2025-09-302025-11-14

META META PLATFORMS INC25.1K shares24.46%2025-09-302025-11-14

MA MASTERCARD INCORPORATED31.5K shares-12.48%2025-09-302025-11-14

DOCS DOXIMITY INC229.6K shares-13.45%2025-09-302025-11-14

ORCL ORACLE CORP53.7K shares0.99%2025-09-302025-11-14

Sponsored

IAU ISHARES GOLD TR206.7K shares0.00%2025-09-302025-11-14

QQQ INVESCO QQQ TR24.2K shares4.33%2025-09-302025-11-14

JNJ JOHNSON & JOHNSON76.8K shares2.46%2025-09-302025-11-14

VGIT VANGUARD SCOTTSDALE FDS234.2K shares-6.15%2025-09-302025-11-14

TLT ISHARES TR155.3K shares-22.09%2025-09-302025-11-14

JPM JPMORGAN CHASE & CO.37.3K shares11.19%2025-09-302025-11-14

AVGO BROADCOM INC35.5K shares9.94%2025-09-302025-11-14

AZO AUTOZONE INC2.7K shares-0.52%2025-09-302025-11-14

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL22.7K shares-2.53%2025-09-302025-11-14

ESGV VANGUARD WORLD FD93.0K shares-21.41%2025-09-302025-11-14

IGOV ISHARES TR255.7K shares90.75%2025-09-302025-11-14

MCO MOODYS CORP22.2K shares-0.18%2025-09-302025-11-14

SLV ISHARES SILVER TR214.7K shares30.01%2025-09-302025-11-14

XLU SELECT SECTOR SPDR TR102.1K shares449.14%2025-09-302025-11-14

TJX TJX COS INC NEW60.9K shares-8.65%2025-09-302025-11-14

VNQ VANGUARD INDEX FDS93.5K shares7.01%2025-09-302025-11-14

Sponsored

V VISA INC24.9K shares6.81%2025-09-302025-11-14

LLY ELI LILLY & CO10.2K shares18.39%2025-09-302025-11-14

ADI ANALOG DEVICES INC30.7K shares-1.25%2025-09-302025-11-14

IWM ISHARES TR30.6K shares18.95%2025-09-302025-11-14

VXUS VANGUARD STAR FDS96.1K shares17.01%2025-09-302025-11-14

ABBV ABBVIE INC30.2K shares5.50%2025-09-302025-11-14

VSGX VANGUARD WORLD FD100.7K shares16.62%2025-09-302025-11-14

LOW LOWES COS INC27.0K shares0.18%2025-09-302025-11-14

Sponsored

CVX CHEVRON CORP NEW43.0K shares6.99%2025-09-302025-11-14

TSLA TESLA INC15.0K shares3.31%2025-09-302025-11-14

IBIT ISHARES BITCOIN TRUST ETF102.1K shares33.83%2025-09-302025-11-14

UNH UNITEDHEALTH GROUP INC19.2K shares4.67%2025-09-302025-11-14

PEP PEPSICO INC45.5K shares-0.74%2025-09-302025-11-14

SNOW SNOWFLAKE INC28.3K shares-0.88%2025-09-302025-11-14

LIN LINDE PLC13.3K shares-12.45%2025-09-302025-11-14

GDX VANECK ETF TRUST79.6K shares19.84%2025-09-302025-11-14

Sponsored

GNR SPDR INDEX SHS FDS101.6K shares6.93%2025-09-302025-11-14

NFLX NETFLIX INC4.9K shares6.74%2025-09-302025-11-14

CME CME GROUP INC21.5K shares-2.70%2025-09-302025-11-14

IWR ISHARES TR58.8K shares0.38%2025-09-302025-11-14

GS GOLDMAN SACHS GROUP INC7.1K shares4.44%2025-09-302025-11-14

VO VANGUARD INDEX FDS19.0K shares54.42%2025-09-302025-11-14

MSCI MSCI INC9.5K shares-3.43%2025-09-302025-11-14

XME SPDR SERIES TRUST57.7K shares152.57%2025-09-302025-11-14

Sponsored

IWB ISHARES TR14.5K shares0.05%2025-09-302025-11-14

PG PROCTER AND GAMBLE CO33.7K shares-13.43%2025-09-302025-11-14

DIS DISNEY WALT CO44.5K shares4.07%2025-09-302025-11-14

XOM EXXON MOBIL CORP45.1K shares10.04%2025-09-302025-11-14

VUG VANGUARD INDEX FDS10.0K shares-7.55%2025-09-302025-11-14

SHW SHERWIN WILLIAMS CO13.9K shares-6.38%2025-09-302025-11-14

AGI ALAMOS GOLD INC NEW137.5K shares-3.78%2025-09-302025-11-14

PGF INVESCO EXCHANGE TRADED FD T318.3K shares0.07%2025-09-302025-11-14

Sponsored

RSP INVESCO EXCHANGE TRADED FD T24.1K shares2.67%2025-09-302025-11-14

CARR CARRIER GLOBAL CORPORATION75.8K shares-4.45%2025-09-302025-11-14

DFIV DIMENSIONAL ETF TRUST95.4K shares-0.16%2025-09-302025-11-14

ESGE ISHARES INC99.0K shares-0.00%2025-09-302025-11-14

CL COLGATE PALMOLIVE CO52.0K shares-3.70%2025-09-302025-11-14

QCOM QUALCOMM INC24.6K shares8.97%2025-09-302025-11-14

COST COSTCO WHSL CORP NEW4.4K shares34.46%2025-09-302025-11-14

INTU INTUIT6.0K shares-15.71%2025-09-302025-11-14

Sponsored

BAC BANK AMERICA CORP78.8K shares11.48%2025-09-302025-11-14

WMT WALMART INC38.6K shares32.57%2025-09-302025-11-14

NOW SERVICENOW INC4.3K shares0.23%2025-09-302025-11-14

AEM AGNICO EAGLE MINES LTD22.9K shares-3.97%2025-09-302025-11-14

PAVE GLOBAL X FDS79.0K shares40.79%2025-09-302025-11-14

VTEC VANGUARD CALIF TAX FREE FDS37.4K shares43.62%2025-09-302025-11-14

IWF ISHARES TR7.9K shares51.16%2025-09-302025-11-14

PEY INVESCO EXCHANGE TRADED FD T171.4K shares0.00%2025-09-302025-11-14

Sponsored

AXP AMERICAN EXPRESS CO10.8K shares10.37%2025-09-302025-11-14

XLK SELECT SECTOR SPDR TR12.7K shares0.00%2025-09-302025-11-14

OTIS OTIS WORLDWIDE CORP38.2K shares-4.84%2025-09-302025-11-14

GGG GRACO INC41.0K shares-3.05%2025-09-302025-11-14

IUSG ISHARES TR21.1K shares0.00%2025-09-302025-11-14

SM SM ENERGY CO133.4K shares-14.66%2025-09-302025-11-14

VGT VANGUARD WORLD FD4.4K shares4.82%2025-09-302025-11-14

ADBE ADOBE INC9.2K shares-1.23%2025-09-302025-11-14

Sponsored

ANET ARISTA NETWORKS INC21.6K shares0.04%2025-09-302025-11-14

HLT HILTON WORLDWIDE HLDGS INC12.1K shares459.49%2025-09-302025-11-14

CPRT COPART INC68.9K sharesnew addition2025-09-302025-11-14

EFX EQUIFAX INC11.9K shares1.82%2025-09-302025-11-14

DVY ISHARES TR21.3K shares32.62%2025-09-302025-11-14

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-11-14

MUC BLACKROCK MUNIHLDNGS CALI QL276.0K shares57.71%2025-09-302025-11-14

ABT ABBOTT LABS22.4K shares-0.35%2025-09-302025-11-14

Sponsored

DFAC DIMENSIONAL ETF TRUST76.8K shares1.72%2025-09-302025-11-14

NEA NUVEEN AMT FREE QLTY MUN INC255.1K shares0.00%2025-09-302025-11-14

NAC NUVEEN CA QUALTY MUN INCOME249.8K shares0.01%2025-09-302025-11-14

CSCO CISCO SYS INC42.0K shares22.06%2025-09-302025-11-14

ITOT ISHARES TR19.5K shares-0.01%2025-09-302025-11-14

MTD METTLER TOLEDO INTERNATIONAL2.3K shares-3.99%2025-09-302025-11-14

IJH ISHARES TR42.0K shares30.53%2025-09-302025-11-14

VB VANGUARD INDEX FDS10.7K shares59.41%2025-09-302025-11-14

Sponsored

MCD MCDONALDS CORP8.9K shares18.13%2025-09-302025-11-14

VTHR VANGUARD SCOTTSDALE FDS9.1K shares-10.23%2025-09-302025-11-14

AMGN AMGEN INC9.3K shares3.21%2025-09-302025-11-14

SCHV SCHWAB STRATEGIC TR88.3K shares0.00%2025-09-302025-11-14

IEFA ISHARES TR29.2K shares67.85%2025-09-302025-11-14

S SENTINELONE INC142.2K shares-1.23%2025-09-302025-11-14

RTX RTX CORPORATION14.8K shares13.71%2025-09-302025-11-14

SPGI S&P GLOBAL INC5.0K shares2.08%2025-09-302025-11-14

Sponsored

BA BOEING CO11.1K shares13.25%2025-09-302025-11-14

HD HOME DEPOT INC5.9K shares14.79%2025-09-302025-11-14

MS MORGAN STANLEY15.0K shares39.38%2025-09-302025-11-14

EFG ISHARES TR20.7K shares34.98%2025-09-302025-11-14

TSM TAIWAN SEMICONDUCTOR MFG LTD8.4K shares-9.43%2025-09-302025-11-14

UNP UNION PAC CORP9.9K shares-0.95%2025-09-302025-11-14

MRK MERCK & CO INC27.4K shares6.24%2025-09-302025-11-14

SRE SEMPRA25.7K shares9.58%2025-09-302025-11-14

Sponsored

VOOG VANGUARD ADMIRAL FDS INC5.2K shares0.00%2025-09-302025-11-14

LINE LINEAGE INC57.9K shares0.34%2025-09-302025-11-14

SIL GLOBAL X FDS31.6K shares3.76%2025-09-302025-11-14

GE GE AEROSPACE7.5K shares10.95%2025-09-302025-11-14

SCHX SCHWAB STRATEGIC TR84.8K shares0.00%2025-09-302025-11-14

IJR ISHARES TR18.6K shares56.41%2025-09-302025-11-14

NKE NIKE INC31.2K shares-1.09%2025-09-302025-11-14

VHT VANGUARD WORLD FD8.4K shares0.00%2025-09-302025-11-14

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR3.6K shares5.27%2025-09-302025-11-14

VYM VANGUARD WHITEHALL FDS15.3K shares0.12%2025-09-302025-11-14

MMM 3M CO13.8K shares1.30%2025-09-302025-11-14

XLF SELECT SECTOR SPDR TR38.4K shares2.91%2025-09-302025-11-14

PLTR PALANTIR TECHNOLOGIES INC11.2K shares30.17%2025-09-302025-11-14

NLY ANNALY CAPITAL MANAGEMENT IN97.3K shares-0.09%2025-09-302025-11-14

IVW ISHARES TR16.7K shares33.76%2025-09-302025-11-14

J JACOBS SOLUTIONS INC13.3K shares-0.27%2025-09-302025-11-14

Sponsored

ADP AUTOMATIC DATA PROCESSING IN6.7K shares3.11%2025-09-302025-11-14

HOOD ROBINHOOD MKTS INC13.7K shares1.93%2025-09-302025-11-14

SCHF SCHWAB STRATEGIC TR83.9K shares-0.34%2025-09-302025-11-14

EFA ISHARES TR20.8K shares19.94%2025-09-302025-11-14

CPNG COUPANG INC60.4K shares0.02%2025-09-302025-11-14

NKX NUVEEN CALIFORNIA AMT QLT MU152.5K shares0.35%2025-09-302025-11-14

DHR DANAHER CORPORATION9.6K shares-0.93%2025-09-302025-11-14

FIX COMFORT SYS USA INC2.3K shares39.05%2025-09-302025-11-14

Sponsored

ALLW SSGA ACTIVE TR68.0K shares0.00%2025-09-302025-11-14

BIIB BIOGEN INC13.4K shares1.71%2025-09-302025-11-14

VGSH VANGUARD SCOTTSDALE FDS31.7K shares0.07%2025-09-302025-11-14

SYK STRYKER CORPORATION5.0K shares13.68%2025-09-302025-11-14

FLJP FRANKLIN TEMPLETON ETF TR52.6K shares0.00%2025-09-302025-11-14

VOOV VANGUARD ADMIRAL FDS INC9.1K shares-0.01%2025-09-302025-11-14

CAT CATERPILLAR INC3.8K shares9.66%2025-09-302025-11-14

BDX BECTON DICKINSON & CO9.6K shares-35.66%2025-09-302025-11-14

Sponsored

BSV VANGUARD BD INDEX FDS22.7K shares0.24%2025-09-302025-11-14

IWD ISHARES TR8.7K shares9.22%2025-09-302025-11-14

CRWD CROWDSTRIKE HLDGS INC3.6K shares-0.25%2025-09-302025-11-14

WM WASTE MGMT INC DEL8.0K shares2.63%2025-09-302025-11-14

FDS FACTSET RESH SYS INC6.1K shares-2.26%2025-09-302025-11-14

DIA SPDR DOW JONES INDL AVERAGE3.7K shares-1.64%2025-09-302025-11-14

ITA ISHARES TR8.3K shares0.24%2025-09-302025-11-14

XLV SELECT SECTOR SPDR TR12.3K shares-0.22%2025-09-302025-11-14

Sponsored

AMD ADVANCED MICRO DEVICES INC10.4K shares5.14%2025-09-302025-11-14

KO COCA COLA CO25.1K shares5.33%2025-09-302025-11-14

DSL DOUBLELINE INCOME SOLUTIONS135.4K shares-31.42%2025-09-302025-11-14

PANW PALO ALTO NETWORKS INC8.1K shares-5.31%2025-09-302025-11-14

GLW CORNING INC20.0K shares6.97%2025-09-302025-11-14

EEM ISHARES TR30.4K shares0.07%2025-09-302025-11-14

BND VANGUARD BD INDEX FDS21.8K shares32.33%2025-09-302025-11-14

PYLD PIMCO ETF TR60.1K shares15.05%2025-09-302025-11-14

Sponsored

IEF ISHARES TR16.2K shares-20.18%2025-09-302025-11-14

OUNZ VANECK MERK GOLD ETF41.8K shares15.15%2025-09-302025-11-14

EFV ISHARES TR22.8K shares183.65%2025-09-302025-11-14

VMC VULCAN MATLS CO5.0K shares0.67%2025-09-302025-11-14

RBLX ROBLOX CORP10.9K shares-1.97%2025-09-302025-11-14

COP CONOCOPHILLIPS15.9K shares-54.67%2025-09-302025-11-14

ROK ROCKWELL AUTOMATION INC4.3K shares-23.18%2025-09-302025-11-14

CRM SALESFORCE INC6.2K shares-7.63%2025-09-302025-11-14

Sponsored

OAKM HARRIS OAKMARK ETF TRUST53.5K shares4.55%2025-09-302025-11-14

VEEV VEEVA SYS INC4.8K shares11.29%2025-09-302025-11-14

LRCX LAM RESEARCH CORP10.5K shares31.93%2025-09-302025-11-14

IWP ISHARES TR9.9K shares9.72%2025-09-302025-11-14

PFF ISHARES TR44.2K sharesnew addition2025-09-302025-11-14

ACN ACCENTURE PLC IRELAND5.6K shares-1.45%2025-09-302025-11-14

AVEM AMERICAN CENTY ETF TR18.5K shares0.00%2025-09-302025-11-14

EDV VANGUARD WORLD FD19.9K shares0.14%2025-09-302025-11-14

Sponsored

ROST ROSS STORES INC8.9K shares2.07%2025-09-302025-11-14

VZ VERIZON COMMUNICATIONS INC30.5K shares17.23%2025-09-302025-11-14

GDXJ VANECK ETF TRUST13.3K shares23.36%2025-09-302025-11-14

T AT&T INC46.0K shares21.23%2025-09-302025-11-14

GM GENERAL MTRS CO21.3K shares2.95%2025-09-302025-11-14

PM PHILIP MORRIS INTL INC7.9K shares6.08%2025-09-302025-11-14

DLY DOUBLELINE YIELD OPPORTUNITI84.2K shares-12.93%2025-09-302025-11-14

GEV GE VERNOVA INC2.1K shares18.58%2025-09-302025-11-14

Sponsored

GSLC GOLDMAN SACHS ETF TR9.7K shares0.00%2025-09-302025-11-14

EA SERIES TRUST EA SERIES TRUST41.4K shares0.53%2025-09-302025-11-14

CGW INVESCO EXCH TRADED FD TR II19.5K shares0.00%2025-09-302025-11-14

NEE NEXTERA ENERGY INC15.9K shares-1.69%2025-09-302025-11-14

GD GENERAL DYNAMICS CORP3.5K shares13.61%2025-09-302025-11-14

XLE SELECT SECTOR SPDR TR13.4K shares14.86%2025-09-302025-11-14

IBM INTERNATIONAL BUSINESS MACHS4.2K shares15.66%2025-09-302025-11-14

C CITIGROUP INC11.4K shares35.64%2025-09-302025-11-14

Sponsored

AVDE AMERICAN CENTY ETF TR14.5K shares7.62%2025-09-302025-11-14

FBND FIDELITY MERRIMACK STR TR24.5K sharesnew addition2025-09-302025-11-14

JCI JOHNSON CTLS INTL PLC10.1K shares70.90%2025-09-302025-11-14

SHOP SHOPIFY INC7.4K shares4.00%2025-09-302025-11-14

DFIC DIMENSIONAL ETF TRUST33.6K shares6.06%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC11.2K shares11.18%2025-09-302025-11-14

IWS ISHARES TR7.7K shares27.84%2025-09-302025-11-14

SCHW SCHWAB CHARLES CORP11.3K shares19.34%2025-09-302025-11-14

Sponsored

INTC INTEL CORP32.1K shares26.64%2025-09-302025-11-14

IWV ISHARES TR2.8K shares0.00%2025-09-302025-11-14

VBR VANGUARD INDEX FDS5.1K shares0.00%2025-09-302025-11-14

ACRE ARES COML REAL ESTATE CORP227.3K shares318.72%2025-09-302025-11-14

CB CHUBB LIMITED3.7K shares10.77%2025-09-302025-11-14

WMB WILLIAMS COS INC16.6K shares-4.45%2025-09-302025-11-14

REXR REXFORD INDL RLTY INC25.1K shares-1.87%2025-09-302025-11-14

AFL AFLAC INC9.3K shares50.11%2025-09-302025-11-14

Sponsored

VLO VALERO ENERGY CORP6.1K shares7.13%2025-09-302025-11-14

NEM NEWMONT CORP11.8K shares-38.28%2025-09-302025-11-14

IQLT ISHARES TR22.2K shares-0.85%2025-09-302025-11-14

DFAX DIMENSIONAL ETF TRUST31.2K shares-0.00%2025-09-302025-11-14

BSX BOSTON SCIENTIFIC CORP10.0K shares54.76%2025-09-302025-11-14

MCK MCKESSON CORP1.3K shares-6.95%2025-09-302025-11-14

MU MICRON TECHNOLOGY INC5.8K shares62.94%2025-09-302025-11-14

BKNG BOOKING HOLDINGS INC176 shares13.55%2025-09-302025-11-14

Sponsored

IEMG ISHARES INC14.4K shares89.93%2025-09-302025-11-14

TTD THE TRADE DESK INC19.3K shares-11.66%2025-09-302025-11-14

BLK BLACKROCK INC810 shares48.62%2025-09-302025-11-14

SHEL SHELL PLC13.2K shares3.48%2025-09-302025-11-14

PPLT ABRDN PLATINUM ETF TRUST6.5K sharesnew addition2025-09-302025-11-14

SDY SPDR SERIES TRUST6.6K shares6.98%2025-09-302025-11-14

PNC PNC FINL SVCS GROUP INC4.6K shares3.36%2025-09-302025-11-14

LMT LOCKHEED MARTIN CORP1.8K shares-17.30%2025-09-302025-11-14

Sponsored

TSLX SIXTH STREET SPECIALTY LENDI39.9K shares-0.00%2025-09-302025-11-14

QUAL ISHARES TR4.7K shares68.10%2025-09-302025-11-14

ZM ZOOM COMMUNICATIONS INC10.9K shares34.59%2025-09-302025-11-14

DFUS DIMENSIONAL ETF TRUST12.3K shares0.00%2025-09-302025-11-14

XLI SELECT SECTOR SPDR TR5.7K shares5.84%2025-09-302025-11-14

FTEC FIDELITY COVINGTON TRUST3.9K shares0.00%2025-09-302025-11-14

FBTC FIDELITY WISE ORIGIN BITCOIN8.7K shares-31.04%2025-09-302025-11-14

ISRG INTUITIVE SURGICAL INC1.9K shares18.50%2025-09-302025-11-14

Sponsored

VRT VERTIV HOLDINGS CO5.7K shares119.34%2025-09-302025-11-14

TMO THERMO FISHER SCIENTIFIC INC1.8K shares27.96%2025-09-302025-11-14

ITW ILLINOIS TOOL WKS INC3.2K shares1.86%2025-09-302025-11-14

IJS ISHARES TR7.6K shares-9.38%2025-09-302025-11-14

TMC TMC THE METALS COMPANY INC129.0K shares0.00%2025-09-302025-11-14

DFUV DIMENSIONAL ETF TRUST18.1K shares0.00%2025-09-302025-11-14

PFE PFIZER INC31.6K shares23.76%2025-09-302025-11-14

UGL PROSHARES TR II17.4K shares0.00%2025-09-302025-11-14

Sponsored

DASH DOORDASH INC2.9K shares2.10%2025-09-302025-11-14

HDV ISHARES TR6.4K sharesnew addition2025-09-302025-11-14

IJJ ISHARES TR6.0K shares-23.82%2025-09-302025-11-14

APH AMPHENOL CORP NEW6.3K shares17.34%2025-09-302025-11-14

INCY INCYTE CORP9.0K shares1.93%2025-09-302025-11-14

VCR VANGUARD WORLD FD1.9K shares0.00%2025-09-302025-11-14

IVOO VANGUARD ADMIRAL FDS INC6.8K shares-15.50%2025-09-302025-11-14

BX BLACKSTONE INC4.4K shares68.02%2025-09-302025-11-14

Sponsored

IWN ISHARES TR4.2K shares0.21%2025-09-302025-11-14

SBUX STARBUCKS CORP8.7K shares14.12%2025-09-302025-11-14

DAL DELTA AIR LINES INC DEL12.9K shares2.32%2025-09-302025-11-14

WAL WESTERN ALLIANCE BANCORP8.4K shares6.84%2025-09-302025-11-14

CEG CONSTELLATION ENERGY CORP2.2K shares20.26%2025-09-302025-11-14

HDB HDFC BANK LTD20.8K shares103.52%2025-09-302025-11-14

IJK ISHARES TR7.4K shares-38.22%2025-09-302025-11-14

DFAT DIMENSIONAL ETF TRUST12.0K shares0.00%2025-09-302025-11-14

Sponsored

COR CENCORA INC2.2K shares6.91%2025-09-302025-11-14

TRV TRAVELERS COMPANIES INC2.5K shares5.87%2025-09-302025-11-14

WFC WELLS FARGO CO NEW8.1K shares28.46%2025-09-302025-11-14

AI C3 AI INC39.3K shares-2.78%2025-09-302025-11-14

FTAI FTAI AVIATION LTD4.1K shares-26.44%2025-09-302025-11-14

PAYC PAYCOM SOFTWARE INC3.2K shares6.53%2025-09-302025-11-14

NVO NOVO-NORDISK A S12.1K shares53.65%2025-09-302025-11-14

VEU VANGUARD INTL EQUITY INDEX F9.2K shares0.00%2025-09-302025-11-14

Sponsored

VFH VANGUARD WORLD FD5.0K shares0.00%2025-09-302025-11-14

EXPE EXPEDIA GROUP INC3.1K shares11.45%2025-09-302025-11-14

GSIE GOLDMAN SACHS ETF TR15.9K shares-1.24%2025-09-302025-11-14

FTNT FORTINET INC7.7K shares-32.53%2025-09-302025-11-14

VRSN VERISIGN INC2.3K shares-0.73%2025-09-302025-11-14

COF CAPITAL ONE FINL CORP3.0K shares13.58%2025-09-302025-11-14

AMJB JPMORGAN CHASE FINL CO LLC21.6K shares0.59%2025-09-302025-11-14

NET CLOUDFLARE INC3.0K shares18.19%2025-09-302025-11-14

Sponsored

ASML ASML HOLDING N V647 shares-0.15%2025-09-302025-11-14

ETN EATON CORP PLC1.7K shares-13.47%2025-09-302025-11-14

DFAS DIMENSIONAL ETF TRUST9.0K shares0.00%2025-09-302025-11-14

CHD CHURCH & DWIGHT CO INC6.9K shares-48.17%2025-09-302025-11-14

SCHA SCHWAB STRATEGIC TR21.8K shares-14.67%2025-09-302025-11-14

GVIP GOLDMAN SACHS ETF TR4.0K shares0.00%2025-09-302025-11-14

SPDW SPDR INDEX SHS FDS14.1K shares0.00%2025-09-302025-11-14

NOC NORTHROP GRUMMAN CORP980 shares54.09%2025-09-302025-11-14

Sponsored

PSX PHILLIPS 664.4K shares19.90%2025-09-302025-11-14

DHI D R HORTON INC3.5K shares18.74%2025-09-302025-11-14

PRF INVESCO EXCHANGE TRADED FD T12.9K shares0.00%2025-09-302025-11-14

URA GLOBAL X FDS12.2K sharesnew addition2025-09-302025-11-14

IBB ISHARES TR4.0K shares0.00%2025-09-302025-11-14

GKOS GLAUKOS CORP7.0K shares-1.14%2025-09-302025-11-14

VIOO VANGUARD ADMIRAL FDS INC5.2K shares-14.26%2025-09-302025-11-14

VV VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-14

Sponsored

VCV INVESCO CALIF VALUE MUN INCO53.5K shares-9.47%2025-09-302025-11-14

EVM EATON VANCE CALIF MUN BD FD59.2K shares0.00%2025-09-302025-11-14

EVRG EVERGY INC7.4K shares5.03%2025-09-302025-11-14

DVAX DYNAVAX TECHNOLOGIES CORP56.2K shares-2.17%2025-09-302025-11-14

TXT TEXTRON INC6.6K shares8.46%2025-09-302025-11-14

WELL WELLTOWER INC3.1K shares18.94%2025-09-302025-11-14

ADSK AUTODESK INC1.7K shares20.43%2025-09-302025-11-14

IJT ISHARES TR3.9K shares-19.72%2025-09-302025-11-14

Sponsored

VYMI VANGUARD WHITEHALL FDS6.5K sharesnew addition2025-09-302025-11-14

DUK DUKE ENERGY CORP NEW4.4K shares52.91%2025-09-302025-11-14

VST VISTRA CORP2.8K sharesnew addition2025-09-302025-11-14

DKNG DRAFTKINGS INC NEW14.4K shares5.57%2025-09-302025-11-14

ICE INTERCONTINENTAL EXCHANGE IN3.2K shares-7.80%2025-09-302025-11-14

INDY ISHARES TR10.4K shares0.00%2025-09-302025-11-14

THM INTERNATIONAL TOWER HILL MIN318.8K shares0.00%2025-09-302025-11-14

NSC NORFOLK SOUTHN CORP1.7K shares43.13%2025-09-302025-11-14

Sponsored

HON HONEYWELL INTL INC2.5K shares10.85%2025-09-302025-11-14

TMUS T-MOBILE US INC2.2K shares71.75%2025-09-302025-11-14

EBAY EBAY INC.5.7K shares104.86%2025-09-302025-11-14

KLAC KLA CORP479 shares59.67%2025-09-302025-11-14

ARCC ARES CAPITAL CORP25.3K shares0.00%2025-09-302025-11-14

VIS VANGUARD WORLD FD1.7K shares0.00%2025-09-302025-11-14

ZS ZSCALER INC1.7K shares-10.94%2025-09-302025-11-14

XLC SELECT SECTOR SPDR TR4.3K shares0.00%2025-09-302025-11-14

Sponsored

MSI MOTOROLA SOLUTIONS INC1.1K shares-13.15%2025-09-302025-11-14

APP APPLOVIN CORP712 shares21.71%2025-09-302025-11-14

EG EVEREST GROUP LTD1.4K shares64.28%2025-09-302025-11-14

ABNB AIRBNB INC4.1K shares15.93%2025-09-302025-11-14

ORLY OREILLY AUTOMOTIVE INC4.6K shares67.27%2025-09-302025-11-14

CBRE CBRE GROUP INC3.2K shares-18.67%2025-09-302025-11-14

MDT MEDTRONIC PLC5.2K shares45.46%2025-09-302025-11-14

MPC MARATHON PETE CORP2.6K shares5.90%2025-09-302025-11-14

Sponsored

GTLB GITLAB INC10.8K shares15.27%2025-09-302025-11-14

TT TRANE TECHNOLOGIES PLC1.1K shares-8.23%2025-09-302025-11-14

TXN TEXAS INSTRS INC2.6K shares-14.14%2025-09-302025-11-14

ALL ALLSTATE CORP2.2K shares-14.71%2025-09-302025-11-14

VDC VANGUARD WORLD FD2.3K shares0.00%2025-09-302025-11-14

FI FISERV INC3.7K shares-63.94%2025-09-302025-11-14

MUB ISHARES TR4.5K shares81.14%2025-09-302025-11-14

TPR TAPESTRY INC4.2K shares4.65%2025-09-302025-11-14

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP16.0K shares23.08%2025-09-302025-11-14

PH PARKER-HANNIFIN CORP624 shares15.77%2025-09-302025-11-14

CFG CITIZENS FINL GROUP INC8.8K shares0.67%2025-09-302025-11-14

DRI DARDEN RESTAURANTS INC2.5K shares-11.84%2025-09-302025-11-14

MMC MARSH & MCLENNAN COS INC2.3K shares27.62%2025-09-302025-11-14

BUSE FIRST BUSEY CORP20.1K shares1.18%2025-09-302025-11-14

FTI TECHNIPFMC PLC11.7K shares5.85%2025-09-302025-11-14

JPIE J P MORGAN EXCHANGE TRADED F9.9K sharesnew addition2025-09-302025-11-14

Sponsored

ZTS ZOETIS INC3.1K shares-6.39%2025-09-302025-11-14

SYY SYSCO CORP5.5K shares3.11%2025-09-302025-11-14

SCHB SCHWAB STRATEGIC TR17.8K shares0.00%2025-09-302025-11-14

MELI MERCADOLIBRE INC195 shares-3.47%2025-09-302025-11-14

CVS CVS HEALTH CORP6.0K shares69.24%2025-09-302025-11-14

GRMN GARMIN LTD1.8K shares5.37%2025-09-302025-11-14

FOX FOX CORP7.9K shares-1.63%2025-09-302025-11-14

REAL THE REALREAL INC42.6K shares-53.13%2025-09-302025-11-14

Sponsored

FDX FEDEX CORP1.9K shares38.16%2025-09-302025-11-14

LYFT LYFT INC20.5K shares-29.99%2025-09-302025-11-14

CMI CUMMINS INC1.1K shares32.01%2025-09-302025-11-14

XYZ BLOCK INC6.2K shares64.23%2025-09-302025-11-14

MIN MFS INTER INCOME TR166.0K shares-49.39%2025-09-302025-11-14

VXF VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-14

AEP AMERICAN ELEC PWR CO INC3.9K shares45.41%2025-09-302025-11-14

SPMD SPDR SERIES TRUST7.7K shares0.00%2025-09-302025-11-14

Sponsored

VLTO VERALTO CORP4.1K shares12.91%2025-09-302025-11-14

K KELLANOVA5.3K shares1.93%2025-09-302025-11-14

HCA HCA HEALTHCARE INC1.0K shares44.57%2025-09-302025-11-14

MO ALTRIA GROUP INC6.5K shares77.45%2025-09-302025-11-14

DXCM DEXCOM INC6.5K shares-6.70%2025-09-302025-11-14

AVUS AMERICAN CENTY ETF TR4.0K shares30.39%2025-09-302025-11-14

BIT BLACKROCK MULTI SECTOR INC T32.3K shares-59.37%2025-09-302025-11-14

LHX L3HARRIS TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-11-14

Sponsored

DINO HF SINCLAIR CORP8.2K shares2.54%2025-09-302025-11-14

IWO ISHARES TR1.3K shares0.00%2025-09-302025-11-14

FCX FREEPORT-MCMORAN INC10.9K shares-5.28%2025-09-302025-11-14

KKR KKR & CO INC3.3K shares-28.62%2025-09-302025-11-14

NBH NEUBERGER BERMAN MUN FD INC40.5K shares0.00%2025-09-302025-11-14

VAC MARRIOTT VACATIONS WORLDWIDE6.2K shares1.29%2025-09-302025-11-14

MOH MOLINA HEALTHCARE INC2.2K shares215.43%2025-09-302025-11-14

PCG PG&E CORP27.4K sharesnew addition2025-09-302025-11-14

Sponsored

CTVA CORTEVA INC6.1K shares4.76%2025-09-302025-11-14

EPD ENTERPRISE PRODS PARTNERS L13.1K shares51.00%2025-09-302025-11-14

DD DUPONT DE NEMOURS INC5.3K shares10.01%2025-09-302025-11-14

ALNY ALNYLAM PHARMACEUTICALS INC896 sharesnew addition2025-09-302025-11-14

BK BANK NEW YORK MELLON CORP3.7K shares21.26%2025-09-302025-11-14

FDVV FIDELITY COVINGTON TRUST7.3K sharesnew addition2025-09-302025-11-14

DVN DEVON ENERGY CORP NEW11.6K shares-19.14%2025-09-302025-11-14

KMI KINDER MORGAN INC DEL14.3K shares43.00%2025-09-302025-11-14

Sponsored

AMT AMERICAN TOWER CORP NEW2.1K shares0.58%2025-09-302025-11-14

IDV ISHARES TR11.1K shares0.99%2025-09-302025-11-14

BAR GRANITESHARES GOLD TR10.6K shares0.00%2025-09-302025-11-14

IUSB ISHARES TR8.6K sharesnew addition2025-09-302025-11-14

ORI OLD REP INTL CORP9.4K shares6.83%2025-09-302025-11-14

MEDP MEDPACE HLDGS INC774 sharesnew addition2025-09-302025-11-14

VRTX VERTEX PHARMACEUTICALS INC1.0K shares10.48%2025-09-302025-11-14

GILD GILEAD SCIENCES INC3.6K shares5.01%2025-09-302025-11-14

Sponsored

AIQ GLOBAL X FDS8.0K shares0.00%2025-09-302025-11-14

DELL DELL TECHNOLOGIES INC2.8K shares7.49%2025-09-302025-11-14

KALV KALVISTA PHARMACEUTICALS INC32.1K shares-0.40%2025-09-302025-11-14

IVZ INVESCO LTD17.0K shares14.86%2025-09-302025-11-14

SMH VANECK ETF TRUST1.2K shares35.80%2025-09-302025-11-14

PGR PROGRESSIVE CORP1.6K shares17.88%2025-09-302025-11-14

IQV IQVIA HLDGS INC2.0K shares9.79%2025-09-302025-11-14

ARE ALEXANDRIA REAL ESTATE EQ IN4.6K shares5.86%2025-09-302025-11-14

Sponsored

DDOG DATADOG INC2.7K shares-0.22%2025-09-302025-11-14

D DOMINION ENERGY INC6.2K shares1.56%2025-09-302025-11-14

PCQ PIMCO CALIF MUN INCOME FD43.3K sharesnew addition2025-09-302025-11-14

ECL ECOLAB INC1.4K shares12.11%2025-09-302025-11-14

TTC TORO CO5.0K shares9.91%2025-09-302025-11-14

HWM HOWMET AEROSPACE INC1.9K shares1.64%2025-09-302025-11-14

CI THE CIGNA GROUP1.3K shares-19.69%2025-09-302025-11-14

USB US BANCORP DEL7.6K shares-2.59%2025-09-302025-11-14

Sponsored

TOL TOLL BROTHERS INC2.7K shares2.51%2025-09-302025-11-14

DE DEERE & CO810 shares-27.48%2025-09-302025-11-14

ILMN ILLUMINA INC3.9K shares3.31%2025-09-302025-11-14

NDAQ NASDAQ INC4.2K shares7.85%2025-09-302025-11-14

PYPL PAYPAL HLDGS INC5.5K shares0.24%2025-09-302025-11-14

BBY BEST BUY INC4.8K shares47.94%2025-09-302025-11-14

EVR EVERCORE INC1.1K shares4.44%2025-09-302025-11-14

SONY SONY GROUP CORP12.6K sharesnew addition2025-09-302025-11-14

Sponsored

IWY ISHARES TR1.3K shares0.08%2025-09-302025-11-14

CNC CENTENE CORP DEL10.1K shares66.51%2025-09-302025-11-14

NTNX NUTANIX INC4.8K shares28.99%2025-09-302025-11-14

NVG NUVEEN AMT FREE MUN CR INC F29.0K shares0.00%2025-09-302025-11-14

FIS FIDELITY NATL INFORMATION SV5.4K shares-22.40%2025-09-302025-11-14

EIX EDISON INTL6.5K shares-49.01%2025-09-302025-11-14

NVS NOVARTIS AG2.8K shares4.08%2025-09-302025-11-14

CHRW C H ROBINSON WORLDWIDE INC2.7K sharesnew addition2025-09-302025-11-14

Sponsored

RING ISHARES INC5.5K shares5.49%2025-09-302025-11-14

GBDC GOLUB CAP BDC INC26.0K shares-53.78%2025-09-302025-11-14

HLI HOULIHAN LOKEY INC1.7K shares0.88%2025-09-302025-11-14

DGRO ISHARES TR5.2K shares-26.65%2025-09-302025-11-14

AZN ASTRAZENECA PLC4.6K shares20.79%2025-09-302025-11-14

TTAN SERVICETITAN INC3.5K sharesnew addition2025-09-302025-11-14

WDC WESTERN DIGITAL CORP2.9K sharesnew addition2025-09-302025-11-14

VSS VANGUARD INTL EQUITY INDEX F2.5K shares59.92%2025-09-302025-11-14

Sponsored

ET ENERGY TRANSFER L P20.4K shares-15.26%2025-09-302025-11-14

DG DOLLAR GEN CORP NEW3.4K shares42.07%2025-09-302025-11-14

BWA BORGWARNER INC7.9K shares19.97%2025-09-302025-11-14

VIGI VANGUARD WHITEHALL FDS3.9K sharesnew addition2025-09-302025-11-14

EW EDWARDS LIFESCIENCES CORP4.5K shares64.39%2025-09-302025-11-14

SPOT SPOTIFY TECHNOLOGY S A493 shares4.45%2025-09-302025-11-14

CDNS CADENCE DESIGN SYSTEM INC977 sharesnew addition2025-09-302025-11-14

MANH MANHATTAN ASSOCIATES INC1.7K shares0.42%2025-09-302025-11-14

Sponsored

ADT ADT INC DEL39.0K shares140.78%2025-09-302025-11-14

XAR SPDR SERIES TRUST1.4K shares0.00%2025-09-302025-11-14

AMP AMERIPRISE FINL INC686 shares-14.57%2025-09-302025-11-14

REGN REGENERON PHARMACEUTICALS599 sharesnew addition2025-09-302025-11-14

USFD US FOODS HLDG CORP4.3K shares-7.72%2025-09-302025-11-14

AMAT APPLIED MATLS INC1.6K shares-51.07%2025-09-302025-11-14

VAW VANGUARD WORLD FD1.6K shares0.00%2025-09-302025-11-14

TXRH TEXAS ROADHOUSE INC1.9K shares-0.21%2025-09-302025-11-14

Sponsored

ETSY ETSY INC4.8K shares-8.32%2025-09-302025-11-14

ULTA ULTA BEAUTY INC584 shares-1.85%2025-09-302025-11-14

CTAS CINTAS CORP1.5K shares-36.09%2025-09-302025-11-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.2K shares-5.05%2025-09-302025-11-14

SILJ AMPLIFY ETF TR13.5K sharesnew addition2025-09-302025-11-14

TGT TARGET CORP3.5K shares25.90%2025-09-302025-11-14

TROW PRICE T ROWE GROUP INC3.0K shares2.26%2025-09-302025-11-14

CYBR CYBERARK SOFTWARE LTD643 shares1.74%2025-09-302025-11-14

Sponsored

SPYG SPDR SERIES TRUST2.9K sharesnew addition2025-09-302025-11-14

PXH INVESCO EXCH TRADED FD TR II12.0K shares0.00%2025-09-302025-11-14

PLD PROLOGIS INC.2.7K sharesnew addition2025-09-302025-11-14

PSA PUBLIC STORAGE OPER CO1.1K shares-32.37%2025-09-302025-11-14

PCAR PACCAR INC3.1K sharesnew addition2025-09-302025-11-14

NBIX NEUROCRINE BIOSCIENCES INC2.1K sharesnew addition2025-09-302025-11-14

ARW ARROW ELECTRS INC2.5K shares10.59%2025-09-302025-11-14

STE STERIS PLC1.2K shares24.51%2025-09-302025-11-14

Sponsored

IWX ISHARES TR3.3K shares-19.41%2025-09-302025-11-14

AR ANTERO RESOURCES CORP8.7K shares-6.05%2025-09-302025-11-14

LENZ LENZ THERAPEUTICS INC6.3K sharesnew addition2025-09-302025-11-14

MRVL MARVELL TECHNOLOGY INC3.5K shares-29.33%2025-09-302025-11-14

A AGILENT TECHNOLOGIES INC2.3K shares0.40%2025-09-302025-11-14

IXJ ISHARES TR3.3K shares0.00%2025-09-302025-11-14

INGR INGREDION INC2.4K shares12.11%2025-09-302025-11-14

DFEM DIMENSIONAL ETF TRUST9.0K shares18.12%2025-09-302025-11-14

Sponsored

SPYV SPDR SERIES TRUST5.2K sharesnew addition2025-09-302025-11-14

EME EMCOR GROUP INC441 shares0.68%2025-09-302025-11-14

CHTR CHARTER COMMUNICATIONS INC N1.0K shares88.73%2025-09-302025-11-14

BMY BRISTOL-MYERS SQUIBB CO6.2K shares17.12%2025-09-302025-11-14

Call Option Holdings

VXX Call CallBARCLAYS BANK PLC11.7K sharesnew addition2025-09-302025-11-14

SPY Call CallSPDR S&P 500 ETF TR400 sharesnew addition2025-09-302025-11-14

TLT Call CallISHARES TR1.3K sharesnew addition2025-09-302025-11-14

XLI Call CallSELECT SECTOR SPDR TR200 sharesnew addition2025-09-302025-11-14

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION432.7K shares0.00%2025-09-302025-11-14

AAPL Put PutAPPLE INC72.7K shares0.00%2025-09-302025-11-14

GOOG Put PutALPHABET INC67.7K shares0.00%2025-09-302025-11-14

GOOGL Put PutALPHABET INC57.6K shares0.00%2025-09-302025-11-14

DOCS Put PutDOXIMITY INC50.0K shares0.00%2025-09-302025-11-14

AMZN Put PutAMAZON COM INC16.2K shares0.00%2025-09-302025-11-14

MSFT Put PutMICROSOFT CORP3.6K shares0.00%2025-09-302025-11-14

SPY Put PutSPDR S&P 500 ETF TR2.2K shares83.33%2025-09-302025-11-14

ANET Put PutARISTA NETWORKS INC8.0K shares0.00%2025-09-302025-11-14

QQQ Put PutINVESCO QQQ TR800 shares100.00%2025-09-302025-11-14

NOW Put PutSERVICENOW INC500 shares0.00%2025-09-302025-11-14

TTD Put PutTHE TRADE DESK INC7.6K shares0.00%2025-09-302025-11-14

SMMT Put PutSUMMIT THERAPEUTICS INC10.0K shares0.00%2025-09-302025-11-14

TLT Put PutISHARES TR1.3K sharesnew addition2025-09-302025-11-14

XLI Put PutSELECT SECTOR SPDR TR200 sharesnew addition2025-09-302025-11-14