The Analysis of First Horizon Advisors, Inc.'s Holdings
Currently, First Horizon Advisors, Inc. holds 2345 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in BRK.A (+11 shares, valued at $8.0M), QQQM (+27.7K shares, valued at $6.3M), DGRO (+95.0K shares, valued at $6.1M); decreased their positions in IVV (-17.3K shares, valued at $10.7M), V (-12.1K shares, valued at $4.3M), EMXC (-56.1K shares, valued at $3.5M); initiated new positions in BAI (+70.4K shares, valued at $2.0M), JIVE (+10.6K shares, valued at $732.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT214.0K shares2.13%2025-06-302025-08-06
IVV ISHARES CORE S&P 500 ETF184.5K shares-8.57%2025-06-302025-08-06 MSFT MICROSOFT CORP157.6K shares-1.61%2025-06-302025-08-06 JPM JPMORGAN CHASE &CO. COM246.1K shares-0.03%2025-06-302025-08-06 AVGO BROADCOM INC COM250.0K shares-0.13%2025-06-302025-08-06 AAPL APPLE INC316.0K shares-2.78%2025-06-302025-08-06 IJH ISHARES CORE S&P MID-CAP ETF951.5K shares-2.32%2025-06-302025-08-06 CSCO CISCO SYSTEMS INC818.5K shares1.85%2025-06-302025-08-06 IBM INTERNATIONAL BUS MACH CORP COM USD0.20188.2K shares0.55%2025-06-302025-08-06 EFA ISHARES MSCI EAFE ETF606.6K shares0.83%2025-06-302025-08-06 VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS117.8K shares7.32%2025-06-302025-08-06 HD HOME DEPOT INC130.5K shares2.75%2025-06-302025-08-06 IWF ISHARES TR RUS 1000 GRW ETF109.5K shares-1.05%2025-06-302025-08-06 AGG ISHARES CORE US AGGREGATE BOND ETF462.5K shares4.22%2025-06-302025-08-06 VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US668.9K shares3.96%2025-06-302025-08-06 BK BANK OF NEW YORK MELLON CORP COM USD0.01471.6K shares1.07%2025-06-302025-08-06 JNJ JOHNSON &JOHNSON COM271.9K shares2.33%2025-06-302025-08-06 MCD MCDONALD S CORP141.4K shares2.61%2025-06-302025-08-06 VZ VERIZON COMMUNICATIONS INC939.4K shares3.23%2025-06-302025-08-06 PG PROCTER AND GAMBLE CO COM252.8K shares1.43%2025-06-302025-08-06 TRV TRAVELERS COMPANIES INC COM STK NPV146.9K shares2.23%2025-06-302025-08-06 PM PHILIP MORRIS INTERNATIONAL INC COM NPV210.9K shares-1.70%2025-06-302025-08-06 IWD ISHARES RUSSELL 1000 VALUE ETF192.9K shares-2.16%2025-06-302025-08-06 AMZN AMAZON.COM INC165.1K shares0.26%2025-06-302025-08-06 NVDA NVIDIA CORPORATION COM229.2K shares2.43%2025-06-302025-08-06 KO COCA-COLA CO511.4K shares2.01%2025-06-302025-08-06 LMT LOCKHEED MARTIN CORP COM USD1.0077.1K shares3.64%2025-06-302025-08-06 MET METLIFE INC COM USD0.01439.1K shares3.88%2025-06-302025-08-06 XOM EXXON MOBIL CORP COM321.6K shares1.34%2025-06-302025-08-06 SO SOUTHERN CO376.7K shares3.97%2025-06-302025-08-06 PEG PUBLIC SVC ENTERPRISE GRP INC COM407.6K shares3.79%2025-06-302025-08-06 AMGN AMGEN INC120.4K shares3.72%2025-06-302025-08-06 XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS122.0K shares-1.90%2025-06-302025-08-06 VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF537.9K shares7.39%2025-06-302025-08-06 IWM ISHARES RUSSELL 2000 ETF141.1K shares4.25%2025-06-302025-08-06 RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT167.5K shares3.32%2025-06-302025-08-06 ABBV ABBVIE INC COM USD0.01162.4K shares4.75%2025-06-302025-08-06 IVW ISHARES S&P 500 GROWTH ETF272.9K shares-2.33%2025-06-302025-08-06 C CITIGROUP INC346.6K shares4.83%2025-06-302025-08-06 EMR EMERSON ELECTRIC CO220.3K shares3.81%2025-06-302025-08-06 T AT&T INC COM USD11.0M shares1.78%2025-06-302025-08-06 META META PLATFORMS INC CLASS A COMMON STOCK37.7K shares1.11%2025-06-302025-08-06 TJX TJX COMPANIES INC225.2K shares-0.55%2025-06-302025-08-06 LYB LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A476.6K shares13.04%2025-06-302025-08-06 TXN TEXAS INSTRUMENTS INC COM USD1.00131.8K shares7.31%2025-06-302025-08-06 GOOG ALPHABET INC CAP STK CL C150.2K shares-0.66%2025-06-302025-08-06 DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0216.8K shares4.64%2025-06-302025-08-06 GRMN GARMIN LTD COM CHF10.00121.6K shares4.24%2025-06-302025-08-06 GLD SPDR GOLD TR GOLD SHS82.9K shares-7.40%2025-06-302025-08-06 SWKS SKYWORKS SOLUTIONS INC338.0K shares6.33%2025-06-302025-08-06 CMI CUMMINS INC73.2K shares5.12%2025-06-302025-08-06 SBUX STARBUCKS CORP COM USD0.001259.3K shares7.91%2025-06-302025-08-06 VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR131.4K shares8.04%2025-06-302025-08-06 GOOGL ALPHABET INC CAP STK CL A129.8K shares-4.50%2025-06-302025-08-06 VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF73.2K shares3.71%2025-06-302025-08-06 UNP UNION PAC CORP COM95.7K shares7.85%2025-06-302025-08-06 BMY BRISTOL-MYERS SQUIBB CO COM473.0K shares5.96%2025-06-302025-08-06 PFE PFIZER INC899.3K shares9.00%2025-06-302025-08-06 COST COSTCO WHOLESALE CORP COM21.7K shares-0.75%2025-06-302025-08-06 QQQ INVESCO QQQ TR UNIT SER 138.8K shares2.81%2025-06-302025-08-06 PRU PRUDENTIAL FINANCIAL INC198.6K shares8.40%2025-06-302025-08-06 WMT WALMART INC COM216.3K shares-6.68%2025-06-302025-08-06 ACN ACCENTURE PLC69.1K shares1.29%2025-06-302025-08-06 FTNT FORTINET INC COM USD0.001190.3K shares-0.26%2025-06-302025-08-06 OMC OMNICOM GROUP INC COM USD0.15276.9K shares11.23%2025-06-302025-08-06 VO VANGUARD MID-CAP INDEX FUND69.8K shares4.84%2025-06-302025-08-06 KHC KRAFT HEINZ CO COM748.9K shares9.03%2025-06-302025-08-06 BSV VANGUARD BD INDEX FDS SHORT TRM BOND245.4K shares-0.22%2025-06-302025-08-06 SNPS SYNOPSYS INC36.3K shares-1.13%2025-06-302025-08-06 ADBE ADOBE INC COM47.9K shares2.22%2025-06-302025-08-06 BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF361.3K shares3.36%2025-06-302025-08-06 IVE ISHARES S&P 500 VALUE ETF91.3K shares9.60%2025-06-302025-08-06 DGRO ISHARES TRUST CORE DIVID GWTH278.4K shares51.77%2025-06-302025-08-06 HPQ HP INC COM724.6K shares11.96%2025-06-302025-08-06 EA ELECTRONIC ARTS INC109.9K shares-1.80%2025-06-302025-08-06 VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF130.3K shares2.97%2025-06-302025-08-06 IWV ISHARES RUSSELL 3000 ETF49.1K shares12.23%2025-06-302025-08-06 AMT AMERICAN TOWER CORP REIT72.3K shares0.47%2025-06-302025-08-06 VTEB VANGUARD MUN BD FDS TAX EXEMPT BD321.3K shares6.26%2025-06-302025-08-06 IYW ISHARES US TECHNOLOGY ETF90.6K shares-1.62%2025-06-302025-08-06 AKAM AKAMAI TECHNOLOGIES COM USD0.01194.4K shares-0.35%2025-06-302025-08-06 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD112.5K shares6.35%2025-06-302025-08-06 CVX CHEVRON CORP NEW COM101.3K shares-0.38%2025-06-302025-08-06 EFV ISHARES TR EAFE VALUE ETF227.3K shares43.99%2025-06-302025-08-06 MCK MCKESSON CORP19.6K shares-2.30%2025-06-302025-08-06 IWO ISHARES TR RUS 2000 GRW ETF50.2K shares-3.01%2025-06-302025-08-06 ALL ALLSTATE CORP COM USD0.0171.2K shares-0.30%2025-06-302025-08-06 VOT VANGUARD MID-CAP GROWTH INDEX FUND47.7K shares-6.47%2025-06-302025-08-06 QUAL ISHARES TR MSCI USA QLT FCT73.0K shares5.45%2025-06-302025-08-06 HON HONEYWELL INTERNATIONAL INC COM USD157.2K shares-1.87%2025-06-302025-08-06 PH PARKER-HANNIFIN CORP COM19.0K shares-0.30%2025-06-302025-08-06 JQUA J P MORGAN EXCHANGE TRADED FD US QUALTY FCTR216.0K shares0.57%2025-06-302025-08-06 MRK MERCK &CO. INC COM163.2K shares-3.15%2025-06-302025-08-06 IUSB ISHARES TR CORE TOTAL USD279.2K shares6.51%2025-06-302025-08-06 IEFA ISHARES TRUST CORE MSCI EAFE ETF150.8K shares-0.53%2025-06-302025-08-06 LHX L3HARRIS TECHNOLOGIES INC COM49.2K shares-1.07%2025-06-302025-08-06 CB CHUBB LIMITED COM NPV ISIN #CH004432874541.6K shares-3.78%2025-06-302025-08-06 VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF58.3K shares11.07%2025-06-302025-08-06 BUFR FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED373.8K shares1.98%2025-06-302025-08-06 MSCI MSCI INC20.5K shares0.33%2025-06-302025-08-06 WM WASTE MANAGEMENT INC51.4K shares-0.11%2025-06-302025-08-06 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF211.3K shares4.17%2025-06-302025-08-06 SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF323.6K shares5.61%2025-06-302025-08-06 IJR ISHARES CORE S&P SMALL-CAP E104.0K shares3.21%2025-06-302025-08-06 RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV180.9K shares5.32%2025-06-302025-08-06 GILD GILEAD SCIENCES INC COM USD0.001101.6K shares-2.06%2025-06-302025-08-06 PNC PNC FINANCIAL SERVICES GROUP COM USD560.2K shares1.03%2025-06-302025-08-06 IWS ISHARES RUSSELL MID-CAP VALUE ETF82.8K shares7.06%2025-06-302025-08-06 IWR ISHARES TR RUS MID CAP ETF116.1K shares-2.70%2025-06-302025-08-06 VOO VANGUARD INDEX FUNDS S&P 500 ETF USD18.2K shares-2.03%2025-06-302025-08-06 ABT ABBOTT LABORATORIES75.2K shares-4.39%2025-06-302025-08-06 FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF110.9K shares1.75%2025-06-302025-08-06 SPGI S&P GLOBAL INC COM19.0K shares0.68%2025-06-302025-08-06 JIRE J P MORGAN EXCHANGE TRADED FD INTRNL RES EQT137.4K shares-4.70%2025-06-302025-08-06 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND140.3K shares0.67%2025-06-302025-08-06 MUB ISHARES NATIONAL MUNI BOND ETF92.0K shares-2.87%2025-06-302025-08-06 TLT ISHARES TR 20 YR TR BD ETF107.8K shares-6.54%2025-06-302025-08-06 BRK.A BERKSHIRE HATHAWAY INC CLASS A13 shares550.00%2025-06-302025-08-06 INTU INTUIT INC12.0K shares-0.65%2025-06-302025-08-06 VRTX VERTEX PHARMACEUTICALS INC19.7K shares2.09%2025-06-302025-08-06 MTUM ISHARES TR MSCI USA MMENTM36.4K shares5.34%2025-06-302025-08-06 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF143.3K shares84.75%2025-06-302025-08-06 IWN ISHARES RUSSELL 2000 VALUE ETF54.5K shares-6.13%2025-06-302025-08-06 STIP ISHARES 0-5 YEAR TIPS BOND ETF80.8K shares11.94%2025-06-302025-08-06 BRK.B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B16.8K shares-6.11%2025-06-302025-08-06 MAS MASCO CORP COM USD1.00126.1K shares0.28%2025-06-302025-08-06 REGN REGENERON PHARMACEUTICALS INC15.4K shares0.67%2025-06-302025-08-06 VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS101.7K shares5.28%2025-06-302025-08-06 VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF73.1K shares3.15%2025-06-302025-08-06 V VISA INC22.2K shares-35.24%2025-06-302025-08-06 LLY ELI LILLY &CO COM9.9K shares2.16%2025-06-302025-08-06 VOE VANGUARD MID-CAP VALUE INDEX FUND44.4K shares19.14%2025-06-302025-08-06 IWP ISHARES TR RUS MD CP GR ETF48.7K shares-6.52%2025-06-302025-08-06 EFG ISHARES TR EAFE GRWTH ETF59.8K shares0.83%2025-06-302025-08-06 MDY SPDR S&P MIDCAP 400 ETF11.7K shares4.79%2025-06-302025-08-06 QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF28.2K shares5604.85%2025-06-302025-08-06 ORCL ORACLE CORP28.8K shares-4.82%2025-06-302025-08-06 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF124.5K shares0.50%2025-06-302025-08-06 VONV VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF72.0K shares-0.40%2025-06-302025-08-06 JPEM J P MORGAN EXCHANGE TRADED FD DIV RTN EM EQT103.2K shares6.06%2025-06-302025-08-06 OEF ISHARES S&P 100 ETF18.8K shares51.11%2025-06-302025-08-06 IWB ISHARES RUSSELL 1000 INDEX FUND16.7K shares0.38%2025-06-302025-08-06 NANR SPDR INDEX SHS FDS S&P NORTH AMER98.6K shares10.17%2025-06-302025-08-06 SDY SPDR S&P DIVIDEND ETF39.2K shares-1.03%2025-06-302025-08-06 THRO ISHARES US THEMATIC ROTATION ACTIVE ETF149.0K shares811.74%2025-06-302025-08-06 VBK VANGUARD SMALL-CAP GROWTH INDEX FUND19.1K shares6.01%2025-06-302025-08-06 SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF198.0K shares-12.76%2025-06-302025-08-06 RTX RTX CORPORATION COM USD1.0034.0K shares-0.73%2025-06-302025-08-06 DIA SPDR DOW JONES INDL AVERAGE ET UT SER 111.1K shares-1.90%2025-06-302025-08-06 VBR VANGUARD SMALL CAP VALUE ETF24.7K shares0.20%2025-06-302025-08-06 TIP ISHARES TIPS BOND ETF42.0K shares-15.34%2025-06-302025-08-06 CRM SALESFORCE INC COM16.9K shares-5.77%2025-06-302025-08-06 IDOG ALPS INTERNATIONAL SECTOR DI135.4K shares13.24%2025-06-302025-08-06 IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N673.5K shares-9.96%2025-06-302025-08-06 PCH POTLATCHDELTIC CORP REIT113.9K shares0.00%2025-06-302025-08-06 XLV HEALTH CARE SELECT SECTOR SPDR FUND32.1K shares2.17%2025-06-302025-08-06 TMO THERMO FISHER SCIENTIFIC INC10.7K shares-0.90%2025-06-302025-08-06 SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF49.5K shares-7.57%2025-06-302025-08-06 FIXD FIRST TRUST EXCHANGE-TRADED FUND VIII FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF92.9K shares5.31%2025-06-302025-08-06 PEP PEPSICO INC30.4K shares-14.59%2025-06-302025-08-06 TLH ISHARES TR 10-20 YR TRS ETF39.3K shares38.03%2025-06-302025-08-06 BND VANGUARD BD INDEX FDS TOTAL BND MRKT52.7K shares14.70%2025-06-302025-08-06 IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF29.0K shares5.80%2025-06-302025-08-06 TSLA TESLA INC COM12.1K shares-1.96%2025-06-302025-08-06 ESGV VANGUARD ESG US STOCK ETF34.1K shares0.00%2025-06-302025-08-06 XLI SELECT SECTOR SPDR TR INDL25.3K shares0.60%2025-06-302025-08-06 ISRG INTUITIVE SURGICAL INC6.8K shares2.96%2025-06-302025-08-06 FMB FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF70.6K shares-0.69%2025-06-302025-08-06 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND16.1K shares7.25%2025-06-302025-08-06 VB VANGUARD SMALL-CAP INDEX FUND14.8K shares-1.62%2025-06-302025-08-06 BIV VANGUARD BD INDEX FDS INTERMED TERM44.3K shares2.00%2025-06-302025-08-06 COP CONOCOPHILLIPS COM37.1K shares-2.78%2025-06-302025-08-06 VGT VANGUARD WORLD FD INF TECH ETF4.9K shares-0.50%2025-06-302025-08-06 ESGU ISHARES TR ESG AWARE MSCI USA ETF24.2K shares90.00%2025-06-302025-08-06 MBB ISHARES TR MBS ETF33.2K shares8.53%2025-06-302025-08-06 COR CENCORA INC COM10.3K shares1.45%2025-06-302025-08-06 SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL41.3K shares0.73%2025-06-302025-08-06 ZTS ZOETIS INC19.2K shares-3.10%2025-06-302025-08-06 MGK VANGUARD MEGA CAP GROWTH INDEX FUND8.2K shares-12.87%2025-06-302025-08-06 NEE NEXTERA ENERGY INC COM USD0.0142.2K shares-2.52%2025-06-302025-08-06 SHV ISHARES TR SHORT TREAS BD25.7K shares10.14%2025-06-302025-08-06 LOW LOWES COMPANIES INC COM USD0.5012.6K shares-7.06%2025-06-302025-08-06 MA MASTERCARD INCORPORATED CL A5.0K shares3.86%2025-06-302025-08-06 AXP AMERICAN EXPRESS CO COM USD0.208.7K shares-25.90%2025-06-302025-08-06 BLK BLACKROCK INC COM2.6K shares-0.95%2025-06-302025-08-06 NFLX 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INC49.5K shares0.00%2025-06-302025-08-06 DVY ISHARES SELECT DIVIDEND ETF16.4K shares2.00%2025-06-302025-08-06 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF41.1K shares11.07%2025-06-302025-08-06 QCOM QUALCOMM INC13.6K shares-7.71%2025-06-302025-08-06 IAGG ISHARES INTL AGGREGATE BOND41.8K shares112927.03%2025-06-302025-08-06 VGSH VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF36.3K shares-8.72%2025-06-302025-08-06 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND26.1K shares22.49%2025-06-302025-08-06 BAC BANK AMERICA CORP COM44.6K shares1.17%2025-06-302025-08-06 PAYX PAYCHEX INC COM USD0.0114.5K shares-5.51%2025-06-302025-08-06 HIMU BLACKROCK ETF TRUST II ISHARES HIGH YIELD MUNI ACTIVE ETF43.2K shares-5.55%2025-06-302025-08-06 BAI BLACKROCK ETF TRUST ISHARES AI INNOVATION AND TECH ACTV ETF70.4K sharesnew addition2025-06-302025-08-06 PLTR PALANTIR TECHNOLOGIES INC CL A14.9K shares0.81%2025-06-302025-08-06 GD GENERAL DYNAMICS CORP COM6.8K shares1.45%2025-06-302025-08-06 AEM AGNICO EAGLE MINES 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COM USD0.01816 shares-3.20%2025-06-302025-08-06 NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK14.5K shares-34.92%2025-06-302025-08-06 IBIT ISHARES BITCOIN TRUST ETF5.1K shares5.99%2025-06-302025-08-06 TM TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL1.8K shares7.59%2025-06-302025-08-06 PFF ISHARES TR PFD AND INCM SEC9.9K shares0.76%2025-06-302025-08-06 KDP KEURIG DR PEPPER INC COM9.0K shares35.89%2025-06-302025-08-06 DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN PUTTABLE NOT RATED8.7K shares-27.47%2025-06-302025-08-06 IBB ISHARES TR ISHARES BIOTECH2.3K shares-26.72%2025-06-302025-08-06 SNOW SNOWFLAKE INC CL A1.3K shares101.22%2025-06-302025-08-06 WFC-PL WELLS FARGO 7.500 CONV PFD SE250 shares0.00%2025-06-302025-08-06 KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD1.8K shares2.48%2025-06-302025-08-06 ALLY ALLY FINANCIAL INC COM USD0.017.4K shares-1.95%2025-06-302025-08-06 ITW ILLINOIS TOOL WORKS INC COM1.2K shares-10.07%2025-06-302025-08-06 HBAN HUNTINGTON BANCSHARES INC COM USD0.0117.2K shares6.76%2025-06-302025-08-06 FICO FAIR ISAAC CORP155 shares216.33%2025-06-302025-08-06 AIG AMERICAN INTERNATIONAL GROUP INC3.3K shares-21.21%2025-06-302025-08-06 ADSK AUTODESK INC909 shares8.99%2025-06-302025-08-06 SPYM SPDR PORTFOLIO S&P 500 ETF3.9K shares3125.00%2025-06-302025-08-06 DMXF ISHARES TRUST ESG ADVANCED MSCI EAFE ETF3.8K shares40.30%2025-06-302025-08-06 SON SONOCO PRODUCTS CO6.4K shares0.79%2025-06-302025-08-06 GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG2.3K shares0.00%2025-06-302025-08-06 LRCX LAM RESEARCH CORP COM NEW2.8K shares19.28%2025-06-302025-08-06 GIS GENERAL MILLS INC COM USD0.105.3K shares-7.33%2025-06-302025-08-06 IAK ISHARES U.S. INSURANCE ETF2.0K shares-32.18%2025-06-302025-08-06 VRSK VERISK ANALYTICS INC COM881 shares-3.29%2025-06-302025-08-06 TLN TALEN ENERGY CORP941 shares107.73%2025-06-302025-08-06 HUBB HUBBELL INC COM669 shares11.87%2025-06-302025-08-06 POOL POOL CORP COM932 shares3.44%2025-06-302025-08-06 WBD WARNER BROS DISCOVERY INC COM SER A23.5K shares0.66%2025-06-302025-08-06 TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G05.5K shares9.46%2025-06-302025-08-06 IAT ISHARES US REGIONAL BANKS ETF5.4K shares0.00%2025-06-302025-08-06 AOS SMITH A O CORP COM4.0K shares10.77%2025-06-302025-08-06 ODFL OLD DOMINION FREIGHT LINE INC COM1.6K shares-17.92%2025-06-302025-08-06 SCI SERVICE CORPORATION INTERNATIONAL COM USD1.003.2K shares0.66%2025-06-302025-08-06 ACVA ACV AUCTIONS INC COM CL A16.0K shares-0.53%2025-06-302025-08-06 IWC ISHARES MICROCAP ETF2.0K shares0.00%2025-06-302025-08-06 CASY CASEYS GENERAL STORES INC504 shares-6.49%2025-06-302025-08-06 ESGE ISHARES INC ESG AWR MSCI EM6.5K shares54.04%2025-06-302025-08-06 IPG INTERPUBLIC GROUP COS INC COM USD0.1010.4K shares-1.82%2025-06-302025-08-06 TFLO ISHARES TREASURY FLOATING RA5.0K shares28.47%2025-06-302025-08-06 CSX CSX CORP COM USD17.7K shares-3.77%2025-06-302025-08-06 FITB FIFTH THIRD BANCORP6.1K shares35.90%2025-06-302025-08-06 GLW CORNING INC4.7K shares-42.16%2025-06-302025-08-06 TYL TYLER TECHNOLOGIES INC419 shares1.70%2025-06-302025-08-06 SRE SEMPRA COM3.3K shares-30.28%2025-06-302025-08-06 SDG ISHRS TR SHRS MSCI GL SUT DEV3.2K shares0.00%2025-06-302025-08-06 ROL ROLLINS INC4.3K shares10.25%2025-06-302025-08-06 SPG SIMON PROPERTY GROUP INC1.5K shares3.24%2025-06-302025-08-06 BSCP INVESCO BULLETSHARES 2025 CORP11.6K shares-2.50%2025-06-302025-08-06 ED CONSOLIDATED EDISON INC COM USD0.102.4K shares-1.32%2025-06-302025-08-06 ITM VANECK ETF TRUST INTRMDT MUNI ETF5.2K shares9.28%2025-06-302025-08-06 APTV APTIV PLC ORD USD0.013.5K shares-0.32%2025-06-302025-08-06 QUS SPDR SER TR MSCI USA STRTGIC1.4K shares7.41%2025-06-302025-08-06 DD DUPONT DE NEMOURS INC COM3.4K shares-21.18%2025-06-302025-08-06 STT STATE STREET CORP2.2K shares-4.90%2025-06-302025-08-06 MU MICRON TECHNOLOGY INC1.9K shares-28.73%2025-06-302025-08-06 OTIS OTIS WORLDWIDE CORP COM2.3K shares14.76%2025-06-302025-08-06 HPE HEWLETT PACKARD ENTERPRISE CO COM11.2K shares1.58%2025-06-302025-08-06 BBVA BANCO BILBAO VIZCAYA ARGENTAR ADS EACH REPR 1 ORD EUR0.4914.8K shares55.22%2025-06-302025-08-06 EXPE EXPEDIA GROUP INC1.3K shares4.26%2025-06-302025-08-06 MCHP MICROCHIP TECHNOLOGY INC. COM3.2K shares-12.87%2025-06-302025-08-06 EXC EXELON CORP COM NPV5.2K shares1.19%2025-06-302025-08-06 XLRE REAL ESTATE SELECT SECT SPDR5.4K shares0.00%2025-06-302025-08-06 IEO ISHARES DJ US OIL & GAS EXPL E2.5K shares0.00%2025-06-302025-08-06 PWR QUANTA SERVICES COM USD0.00001580 shares2.47%2025-06-302025-08-06 GWW GRAINGER W W INC COM209 shares-4.13%2025-06-302025-08-06 WSO WATSCO INC491 shares-13.71%2025-06-302025-08-06 EFX EQUIFAX INC COM USD1.25833 shares12.87%2025-06-302025-08-06 VCLT VANGUARD LONG-TERM CORP BOND2.8K shares0.00%2025-06-302025-08-06 CSGP COSTAR GROUP INC2.7K shares-28.56%2025-06-302025-08-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
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