The Analysis of First Pacific Financial's Holdings


Currently, First Pacific Financial holds 487 types of securities in its portfolio with a total value $765.8M. In the most recent quarter, they have increased their positions in DFAW (+151.6K shares, valued at $11.2M), FLXR (+237.6K shares, valued at $9.4M), JCPB (+178.3K shares, valued at $8.4M); decreased their positions in CMCSA (-70.6K shares, valued at $2.1M), PFE (-40.5K shares, valued at $1.0M), ADBE (-2.4K shares, valued at $856.1K); initiated new positions in N/A (+39.3K shares, valued at $2.6M), N/A (+34.3K shares, valued at $2.2M), N/A (+12.8K shares, valued at $840.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
JCPB J P MORGAN EXCHANGE TRADED F1.9M shares10.21%2025-12-312026-01-16history
FLXR TCW ETF TRUST2.2M shares12.26%2025-12-312026-01-16history
DFAW DIMENSIONAL ETF TRUST815.8K shares22.82%2025-12-312026-01-16history
VUG VANGUARD INDEX FDS95.4K shares-1.30%2025-12-312026-01-16history
MDYV SPDR SERIES TRUST369.8K shares1.84%2025-12-312026-01-16history
EFA ISHARES TR299.7K shares1.91%2025-12-312026-01-16history
FNDA SCHWAB STRATEGIC TR892.9K shares2.22%2025-12-312026-01-16history
NUBD NUSHARES ETF TR1.2M shares9.81%2025-12-312026-01-16history
Sponsored
GMF SPDR INDEX SHS FDS175.9K shares1.79%2025-12-312026-01-16history
CVMC MORGAN STANLEY ETF TRUST242.7K shares6.04%2025-12-312026-01-16history
VGSR MANAGER DIRECTED PORTFOLIOS1.5M shares4.14%2025-12-312026-01-16history
EMSF MATTHEWS INTL FDS480.2K shares4.47%2025-12-312026-01-16history
OEF ISHARES TR35.4K shares-4.28%2025-12-312026-01-16history
NUSC NUSHARES ETF TR265.4K shares3.86%2025-12-312026-01-16history
MSFT MICROSOFT CORP20.6K shares-1.48%2025-12-312026-01-16history
JPM JPMORGAN CHASE & CO.26.2K shares-4.14%2025-12-312026-01-16history
Sponsored
BK BANK NEW YORK MELLON CORP60.8K shares-0.93%2025-12-312026-01-16history
ABBV ABBVIE INC29.5K shares-2.04%2025-12-312026-01-16history
DFIS DIMENSIONAL ETF TRUST202.9K shares9.58%2025-12-312026-01-16history
IBM INTERNATIONAL BUSINESS MACHS21.8K shares8.02%2025-12-312026-01-16history
VCIT VANGUARD SCOTTSDALE FDS74.4K shares-0.55%2025-12-312026-01-16history
CSCO CISCO SYS INC79.3K shares-2.31%2025-12-312026-01-16history
TRV TRAVELERS COMPANIES INC20.4K shares0.60%2025-12-312026-01-16history
WELL WELLTOWER INC31.3K shares-5.94%2025-12-312026-01-16history
Sponsored
CGDV CAPITAL GROUP DIVIDEND VALUE130.4K shares54.24%2025-12-312026-01-16history
NVS NOVARTIS AG40.1K shares16.78%2025-12-312026-01-16history
RTX RTX CORPORATION29.5K shares-0.03%2025-12-312026-01-16history
MERCK & CO INC MERCK & CO INC46.3K shares-2.57%2025-12-312026-01-16history
JNJ JOHNSON & JOHNSON22.9K shares-2.62%2025-12-312026-01-16history
NVDA NVIDIA CORPORATION25.1K shares-1.04%2025-12-312026-01-16history
EFG ISHARES TR40.8K shares4.93%2025-12-312026-01-16history
NTRS NORTHERN TR CORP32.3K shares-0.03%2025-12-312026-01-16history
Sponsored
AAPL APPLE INC16.1K shares-9.26%2025-12-312026-01-16history
PG PROCTER AND GAMBLE CO29.8K shares0.65%2025-12-312026-01-16history
MEDTRONIC PLC MEDTRONIC PLC44.1K shares-5.91%2025-12-312026-01-16history
ROK ROCKWELL AUTOMATION INC10.8K shares-10.55%2025-12-312026-01-16history
GOVT ISHARES TR179.3K shares5.73%2025-12-312026-01-16history
AEP AMERICAN ELEC PWR CO INC34.0K shares0.65%2025-12-312026-01-16history
COST COSTCO WHSL CORP NEW4.5K shares-3.56%2025-12-312026-01-16history
FNDF SCHWAB STRATEGIC TR83.6K shares7.02%2025-12-312026-01-16history
Sponsored
JPSE J P MORGAN EXCHANGE TRADED F71.7K shares0.23%2025-12-312026-01-16history
PRU PRUDENTIAL FINL INC31.8K shares-4.33%2025-12-312026-01-16history
PEP PEPSICO INC23.8K shares-0.32%2025-12-312026-01-16history
CVX CHEVRON CORP NEW22.1K shares-4.60%2025-12-312026-01-16history
VANGUARD INDEX FDS VANGUARD INDEX FDS5.0K shares1.71%2025-12-312026-01-16history
PLD PROLOGIS INC.23.9K shares0.86%2025-12-312026-01-16history
IWS ISHARES TR21.4K shares0.24%2025-12-312026-01-16history
UPS UNITED PARCEL SERVICE INC27.2K shares-3.50%2025-12-312026-01-16history
Sponsored
TOTALENERGIES SE TOTALENERGIES SE39.3K sharesnew addition2025-12-312026-01-16history
ALPHABET INC ALPHABET INC7.2K shares-8.20%2025-12-312026-01-16history
PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO34.3K sharesnew addition2025-12-312026-01-16history
PFE PFIZER INC85.3K shares-32.20%2025-12-312026-01-16history
SUSA ISHARES TR14.1K shares0.13%2025-12-312026-01-16history
CVLC MORGAN STANLEY ETF TRUST21.7K shares144.95%2025-12-312026-01-16history
ALPHABET INC ALPHABET INC5.8K shares-14.74%2025-12-312026-01-16history
GS GOLDMAN SACHS GROUP INC1.9K shares-7.55%2025-12-312026-01-16history
Sponsored
CRM SALESFORCE INC6.2K shares-1.51%2025-12-312026-01-16history
NEE NEXTERA ENERGY INC19.5K shares115.78%2025-12-312026-01-16history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-16history
AMZN AMAZON COM INC6.3K shares-10.05%2025-12-312026-01-16history
DMXF ISHARES TR19.3K shares-3.70%2025-12-312026-01-16history
VTI VANGUARD INDEX FDS4.3K shares51.75%2025-12-312026-01-16history
NULG NUSHARES ETF TR14.8K shares5.08%2025-12-312026-01-16history
VTEB VANGUARD MUN BD FDS27.9K shares27.57%2025-12-312026-01-16history
Sponsored
V VISA INC3.9K shares-6.57%2025-12-312026-01-16history
AMD ADVANCED MICRO DEVICES INC6.3K shares-5.10%2025-12-312026-01-16history
CMI CUMMINS INC2.6K shares-7.22%2025-12-312026-01-16history
WM WASTE MGMT INC DEL6.0K shares-7.55%2025-12-312026-01-16history
PH PARKER-HANNIFIN CORP1.5K shares-6.21%2025-12-312026-01-16history
CRWD CROWDSTRIKE HLDGS INC2.8K shares-7.53%2025-12-312026-01-16history
BND VANGUARD BD INDEX FDS17.2K shares3.17%2025-12-312026-01-16history
ING ING GROEP N.V.44.8K shares665.35%2025-12-312026-01-16history
Sponsored
SCHM SCHWAB STRATEGIC TR39.5K shares-2.18%2025-12-312026-01-16history
ECL ECOLAB INC4.4K shares-4.56%2025-12-312026-01-16history
ADI ANALOG DEVICES INC4.3K shares-6.36%2025-12-312026-01-16history
HD HOME DEPOT INC3.2K shares-4.63%2025-12-312026-01-16history
GRMN GARMIN LTD5.4K shares-5.87%2025-12-312026-01-16history
SCHG SCHWAB STRATEGIC TR32.4K shares-0.63%2025-12-312026-01-16history
TSM TAIWAN SEMICONDUCTOR MFG LTD3.5K shares-7.60%2025-12-312026-01-16history
TMO THERMO FISHER SCIENTIFIC INC1.8K shares-4.45%2025-12-312026-01-16history
Sponsored
EATON CORP PLC EATON CORP PLC3.2K shares-7.21%2025-12-312026-01-16history
BLACKSTONE INC BLACKSTONE INC6.4K shares-5.90%2025-12-312026-01-16history
BLACKROCK INC BLACKROCK INC891 shares-7.48%2025-12-312026-01-16history
SPG SIMON PPTY GROUP INC NEW5.1K shares1526.27%2025-12-312026-01-16history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-4.23%2025-12-312026-01-16history
SNOW SNOWFLAKE INC4.2K shares-5.08%2025-12-312026-01-16history
NATIONAL GRID PLC NATIONAL GRID PLC11.7K shares194350.00%2025-12-312026-01-16history
ASML ASML HOLDING N V832 shares-6.31%2025-12-312026-01-16history
Sponsored
DIS DISNEY WALT CO7.5K shares-1.52%2025-12-312026-01-16history
NDAQ NASDAQ INC8.8K shares-9.81%2025-12-312026-01-16history
SHW SHERWIN WILLIAMS CO2.6K shares-4.31%2025-12-312026-01-16history
UNILEVER PLC UNILEVER PLC12.8K sharesnew addition2025-12-312026-01-16history
DSI ISHARES TR6.5K shares-3.22%2025-12-312026-01-16history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.1K shares-3.49%2025-12-312026-01-16history
DE DEERE & CO1.8K shares-5.32%2025-12-312026-01-16history
MKC MCCORMICK & CO INC11.8K shares-6.16%2025-12-312026-01-16history
Sponsored
JSTC TIDAL TRUST I39.4K shares-2.53%2025-12-312026-01-16history
AVA AVISTA CORP20.7K sharesnew addition2025-12-312026-01-16history
BN BROOKFIELD CORP16.9K shares40.37%2025-12-312026-01-16history
CAT CATERPILLAR INC1.4K shares0.30%2025-12-312026-01-16history
BDX BECTON DICKINSON & CO3.9K shares-3.81%2025-12-312026-01-16history
DHR DANAHER CORPORATION3.2K shares-1.50%2025-12-312026-01-16history
APD AIR PRODS & CHEMS INC2.9K shares-6.25%2025-12-312026-01-16history
XYL XYLEM INC5.3K shares-6.60%2025-12-312026-01-16history
Sponsored
CHD CHURCH & DWIGHT CO INC8.6K shares-3.46%2025-12-312026-01-16history
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC8.3K shares-6.90%2025-12-312026-01-16history
UNP UNION PAC CORP3.0K shares-6.41%2025-12-312026-01-16history
WFC WELLS FARGO CO NEW7.2K shares86.91%2025-12-312026-01-16history
ROP ROPER TECHNOLOGIES INC1.5K shares-5.19%2025-12-312026-01-16history
GLD SPDR GOLD TR1.7K shares-11.28%2025-12-312026-01-16history
IVV ISHARES TR947 shares32.08%2025-12-312026-01-16history
TT TRANE TECHNOLOGIES PLC1.7K shares-6.80%2025-12-312026-01-16history
Sponsored
VRTX VERTEX PHARMACEUTICALS INC1.4K shares-2.69%2025-12-312026-01-16history
TGT TARGET CORP6.5K shares-4.01%2025-12-312026-01-16history
AMT AMERICAN TOWER CORP NEW3.5K shares-2.34%2025-12-312026-01-16history
ITW ILLINOIS TOOL WKS INC2.5K shares-7.98%2025-12-312026-01-16history
LOW LOWES COS INC2.5K shares1.68%2025-12-312026-01-16history
VTV VANGUARD INDEX FDS3.1K shares31.02%2025-12-312026-01-16history
TTEK TETRA TECH INC NEW17.8K shares-6.03%2025-12-312026-01-16history
HUBBELL INC HUBBELL INC1.3K shares-6.34%2025-12-312026-01-16history
Sponsored
WTRG ESSENTIAL UTILS INC14.9K shares-4.54%2025-12-312026-01-16history
ETHO AMPLIFY ETF TR8.6K shares-20.92%2025-12-312026-01-16history
USB US BANCORP DEL10.3K shares-1.65%2025-12-312026-01-16history
AWR AMER STATES WTR CO7.6K shares-3.79%2025-12-312026-01-16history
NKE NIKE INC8.1K shares0.16%2025-12-312026-01-16history
CNI CANADIAN NATL RY CO5.1K shares-5.81%2025-12-312026-01-16history
NVO NOVO-NORDISK A S9.8K shares-12.38%2025-12-312026-01-16history
DFGR DIMENSIONAL ETF TRUST18.7K shares1.38%2025-12-312026-01-16history
Sponsored
NULV NUSHARES ETF TR10.9K shares8.19%2025-12-312026-01-16history
VEA VANGUARD TAX-MANAGED FDS7.7K shares2.35%2025-12-312026-01-16history
NUEM NUSHARES ETF TR13.4K shares3.61%2025-12-312026-01-16history
MDYG SPDR SERIES TRUST5.1K shares5.38%2025-12-312026-01-16history
POR PORTLAND GEN ELEC CO9.9K shares-5.72%2025-12-312026-01-16history
META META PLATFORMS INC698 shares-15.60%2025-12-312026-01-16history
JCI JOHNSON CTLS INTL PLC3.8K shares-0.05%2025-12-312026-01-16history
RIVN RIVIAN AUTOMOTIVE INC22.7K shares-4.92%2025-12-312026-01-16history
Sponsored
WY WEYERHAEUSER CO MTN BE18.6K shares-4.66%2025-12-312026-01-16history
APTIV PLC APTIV PLC5.5K shares-3.29%2025-12-312026-01-16history
OC OWENS CORNING NEW3.7K shares-7.31%2025-12-312026-01-16history
JD JD.COM INC13.8K shares-4.51%2025-12-312026-01-16history
MGC VANGUARD WORLD FD1.6K shares0.45%2025-12-312026-01-16history
BWA BORGWARNER INC8.5K shares-6.84%2025-12-312026-01-16history
ALK ALASKA AIR GROUP INC7.2K shares-3.84%2025-12-312026-01-16history
ESML ISHARES TR7.3K shares-5.32%2025-12-312026-01-16history
Sponsored
SPYX SPDR SERIES TRUST5.5K shares-2.59%2025-12-312026-01-16history
XLV SELECT SECTOR SPDR TR1.9K shares0.41%2025-12-312026-01-16history
VB VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-16history
LLY ELI LILLY & CO274 shares-6.80%2025-12-312026-01-16history
LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares-3.00%2025-12-312026-01-16history
FNDX SCHWAB STRATEGIC TR10.6K shares0.45%2025-12-312026-01-16history
AAXJ ISHARES TR3.0K shares1.21%2025-12-312026-01-16history
EMR EMERSON ELEC CO2.1K shares-6.39%2025-12-312026-01-16history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR452 shares0.22%2025-12-312026-01-16history
BROADCOM INC BROADCOM INC787 shares0.00%2025-12-312026-01-16history
VBK VANGUARD INDEX FDS898 shares48.92%2025-12-312026-01-16history
VWO VANGUARD INTL EQUITY INDEX F5.0K shares55.60%2025-12-312026-01-16history
VO VANGUARD INDEX FDS889 shares0.68%2025-12-312026-01-16history
VXUS VANGUARD STAR FDS3.4K shares101.54%2025-12-312026-01-16history
MGK VANGUARD WORLD FD621 shares-8.54%2025-12-312026-01-16history
SCHF SCHWAB STRATEGIC TR10.6K shares-3.14%2025-12-312026-01-16history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR408 shares-5.56%2025-12-312026-01-16history
TJX TJX COS INC NEW1.5K shares10.96%2025-12-312026-01-16history
AMAT APPLIED MATLS INC877 shares-12.56%2025-12-312026-01-16history
ADP AUTOMATIC DATA PROCESSING IN874 shares2.70%2025-12-312026-01-16history
SUSB ISHARES TR8.4K shares1.12%2025-12-312026-01-16history
VSGX VANGUARD WORLD FD2.9K shares-15.62%2025-12-312026-01-16history
ISHARES GOLD TR ISHARES GOLD TR2.5K shares0.00%2025-12-312026-01-16history
SUSL ISHARES TR1.7K shares0.30%2025-12-312026-01-16history
Sponsored
SCHA SCHWAB STRATEGIC TR6.8K shares0.46%2025-12-312026-01-16history
IWB ISHARES TR510 shares0.39%2025-12-312026-01-16history
LINE LINEAGE INC5.3K shares1.30%2025-12-312026-01-16history
GRNB VANECK ETF TRUST7.5K shares-15.45%2025-12-312026-01-16history
MCD MCDONALDS CORP593 shares0.68%2025-12-312026-01-16history
VIG VANGUARD SPECIALIZED FUNDS822 shares0.86%2025-12-312026-01-16history
XLK SELECT SECTOR SPDR TR1.2K shares99.83%2025-12-312026-01-16history
BA BOEING CO771 shares0.00%2025-12-312026-01-16history
Sponsored
CWI SPDR INDEX SHS FDS4.3K shares1.78%2025-12-312026-01-16history
IWD ISHARES TR741 shares0.14%2025-12-312026-01-16history
CL COLGATE PALMOLIVE CO1.9K shares0.68%2025-12-312026-01-16history
XOM EXXON MOBIL CORP1.1K shares-0.26%2025-12-312026-01-16history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.2K shares0.69%2025-12-312026-01-16history
VNQ VANGUARD INDEX FDS1.5K shares41.79%2025-12-312026-01-16history
TXN TEXAS INSTRS INC782 shares0.90%2025-12-312026-01-16history
CCB COASTAL FINL CORP WA1.1K shares0.00%2025-12-312026-01-16history
Sponsored
KO COCA COLA CO1.8K shares0.44%2025-12-312026-01-16history
ORCL ORACLE CORP621 shares0.16%2025-12-312026-01-16history
SCHD SCHWAB STRATEGIC TR4.3K shares0.99%2025-12-312026-01-16history
PCAR PACCAR INC1.1K shares11.13%2025-12-312026-01-16history
BAC BANK AMERICA CORP2.1K shares0.05%2025-12-312026-01-16history
IWM ISHARES TR455 shares0.44%2025-12-312026-01-16history
SYK STRYKER CORPORATION315 shares-2.48%2025-12-312026-01-16history
TSLA TESLA INC241 shares15.87%2025-12-312026-01-16history
Sponsored
WRB BERKLEY W R CORP1.5K shares0.13%2025-12-312026-01-16history
VEU VANGUARD INTL EQUITY INDEX F1.4K sharesnew addition2025-12-312026-01-16history
USMV ISHARES TR1.1K shares0.47%2025-12-312026-01-16history
VV VANGUARD INDEX FDS322 shares0.63%2025-12-312026-01-16history
SBUX STARBUCKS CORP1.2K shares-57.51%2025-12-312026-01-16history
ETFS GOLD TR ETFS GOLD TR2.4K shares-29.28%2025-12-312026-01-16history
ADBE ADOBE INC273 shares-89.96%2025-12-312026-01-16history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC902 shares0.00%2025-12-312026-01-16history
Sponsored
SPY SPDR S&P 500 ETF TR139 shares0.00%2025-12-312026-01-16history
FIXD FIRST TR EXCHNG TRADED FD VI2.1K shares1.04%2025-12-312026-01-16history
ABT ABBOTT LABS729 shares-15.43%2025-12-312026-01-16history
IWL ISHARES TR531 shares-8.76%2025-12-312026-01-16history
CVIE MORGAN STANLEY ETF TRUST1.3K sharesnew addition2025-12-312026-01-16history
CCJ CAMECO CORP973 shares0.00%2025-12-312026-01-16history
WAT WATERS CORP229 shares-4.58%2025-12-312026-01-16history
INTU INTUIT130 shares0.00%2025-12-312026-01-16history
Sponsored
SYY SYSCO CORP1.2K shares6.16%2025-12-312026-01-16history
FTNT FORTINET INC1.1K shares0.00%2025-12-312026-01-16history
NFLX NETFLIX INC882 shares902.27%2025-12-312026-01-16history
UCON FIRST TR EXCHNG TRADED FD VI3.2K shares1.13%2025-12-312026-01-16history
SCHX SCHWAB STRATEGIC TR2.9K shares0.00%2025-12-312026-01-16history
AXP AMERICAN EXPRESS CO208 shares0.00%2025-12-312026-01-16history
FRNW FIDELITY COVINGTON TRUST3.8K shares0.21%2025-12-312026-01-16history
PYPL PAYPAL HLDGS INC1.3K shares2.94%2025-12-312026-01-16history
Sponsored
LOGI LOGITECH INTL S A744 shares0.00%2025-12-312026-01-16history
BSV VANGUARD BD INDEX FDS938 shares-3.50%2025-12-312026-01-16history
VGK VANGUARD INTL EQUITY INDEX F883 sharesnew addition2025-12-312026-01-16history
SNPE DBX ETF TR1.2K shares0.34%2025-12-312026-01-16history
VPL VANGUARD INTL EQUITY INDEX F771 sharesnew addition2025-12-312026-01-16history
PANW PALO ALTO NETWORKS INC364 shares0.00%2025-12-312026-01-16history
CVS CVS HEALTH CORP834 shares-28.78%2025-12-312026-01-16history
AMGN AMGEN INC201 shares0.50%2025-12-312026-01-16history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS1.1K shares1.22%2025-12-312026-01-16history
LYG LLOYDS BANKING GROUP PLC12.2K shares0.00%2025-12-312026-01-16history
KLAC KLA CORP52 shares-18.75%2025-12-312026-01-16history
ICLN ISHARES TR3.8K shares24.98%2025-12-312026-01-16history
FIW FIRST TR EXCHANGE-TRADED FD572 shares0.18%2025-12-312026-01-16history
VZ VERIZON COMMUNICATIONS INC1.5K shares0.20%2025-12-312026-01-16history
NSC NORFOLK SOUTHN CORP210 shares0.48%2025-12-312026-01-16history
GE AEROSPACE GE AEROSPACE191 shares-6.83%2025-12-312026-01-16history
Sponsored
JPST J P MORGAN EXCHANGE TRADED F1.1K shares1.11%2025-12-312026-01-16history
ATLASSIAN CORPORATION ATLASSIAN CORPORATION328 shares0.00%2025-12-312026-01-16history
SCHB SCHWAB STRATEGIC TR2.0K shares0.00%2025-12-312026-01-16history
VPLS VANGUARD MALVERN FDS662 shares1.85%2025-12-312026-01-16history
MELI MERCADOLIBRE INC25 shares0.00%2025-12-312026-01-16history
QCOM QUALCOMM INC289 shares0.70%2025-12-312026-01-16history
HON HONEYWELL INTL INC238 shares0.00%2025-12-312026-01-16history
FFIV F5 INC178 shares5.95%2025-12-312026-01-16history
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RUN SUNRUN INC2.4K shares72.41%2025-12-312026-01-16history
COLB COLUMBIA BKG SYS INC1.5K shares1.31%2025-12-312026-01-16history
GH GUARDANT HEALTH INC420 sharesnew addition2025-12-312026-01-16history
EXPE EXPEDIA GROUP INC150 shares-37.50%2025-12-312026-01-16history
IEFA ISHARES TR475 shares-33.94%2025-12-312026-01-16history
VIOG VANGUARD ADMIRAL FDS INC348 shares0.58%2025-12-312026-01-16history
MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV2.7K sharesnew addition2025-12-312026-01-16history
EAGG ISHARES TR870 shares1.28%2025-12-312026-01-16history
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DLR DIGITAL RLTY TR INC264 shares0.00%2025-12-312026-01-16history
NUE NUCOR CORP226 shares0.44%2025-12-312026-01-16history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T192 shares0.52%2025-12-312026-01-16history
CSM PROSHARES TR458 shares0.22%2025-12-312026-01-16history
STT STATE STR CORP281 shares0.72%2025-12-312026-01-16history
FDX FEDEX CORP123 shares0.82%2025-12-312026-01-16history
SHEL SHELL PLC477 shares-1.65%2025-12-312026-01-16history
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SPGI S&P GLOBAL INC65 shares-12.16%2025-12-312026-01-16history
GWW WW GRAINGER INC32 shares23.08%2025-12-312026-01-16history
JPEM J P MORGAN EXCHANGE TRADED F530 shares-2.39%2025-12-312026-01-16history
FSLR FIRST SOLAR INC122 shares-50.61%2025-12-312026-01-16history
MNST MONSTER BEVERAGE CORP NEW415 shares5.06%2025-12-312026-01-16history
VTIP VANGUARD MALVERN FDS623 shares-4.89%2025-12-312026-01-16history
DOV DOVER CORP158 shares0.64%2025-12-312026-01-16history
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INTC INTEL CORP835 shares1.58%2025-12-312026-01-16history
DGX QUEST DIAGNOSTICS INC177 shares0.57%2025-12-312026-01-16history
ISRG INTUITIVE SURGICAL INC54 shares3.85%2025-12-312026-01-16history
TNC TENNANT CO403 shares0.50%2025-12-312026-01-16history
DEMZ ADVISORS INNER CIRCLE FD III695 sharesnew addition2025-12-312026-01-16history
CWB SPDR SERIES TRUST330 shares0.30%2025-12-312026-01-16history
TDIV FIRST TR EXCHANGE TRADED FD302 shares0.33%2025-12-312026-01-16history
VONG VANGUARD SCOTTSDALE FDS238 shares-1.65%2025-12-312026-01-16history
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IWR ISHARES TR298 shares0.34%2025-12-312026-01-16history
T AT&T INC1.1K shares9.38%2025-12-312026-01-16history
FRDM EA SERIES TRUST523 sharesnew addition2025-12-312026-01-16history
GEV GE VERNOVA INC41 shares0.00%2025-12-312026-01-16history
MFC MANULIFE FINL CORP737 shares0.00%2025-12-312026-01-16history
PFG PRINCIPAL FINANCIAL GROUP IN300 shares0.67%2025-12-312026-01-16history
PSLV SPROTT ASSET MANAGEMENT LP1.1K shares0.00%2025-12-312026-01-16history
EXAS EXACT SCIENCES CORP256 shares0.00%2025-12-312026-01-16history
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CMG CHIPOTLE MEXICAN GRILL INC700 shares0.00%2025-12-312026-01-16history
TM TOYOTA MOTOR CORP120 shares-44.95%2025-12-312026-01-16history
NWN NORTHWEST NAT HLDG CO533 shares0.95%2025-12-312026-01-16history
UBER UBER TECHNOLOGIES INC293 shares0.00%2025-12-312026-01-16history
LDOS LEIDOS HOLDINGS INC127 shares-27.84%2025-12-312026-01-16history
LINDE PLC LINDE PLC51 shares-3.77%2025-12-312026-01-16history
CSQ CALAMOS STRATEGIC TOTAL RETU1.1K shares1.62%2025-12-312026-01-16history
IWO ISHARES TR65 shares0.00%2025-12-312026-01-16history
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FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD1.5K sharesnew addition2025-12-312026-01-16history
KWR QUAKER HOUGHTON151 shares0.67%2025-12-312026-01-16history
BXP BXP INC304 shares1.00%2025-12-312026-01-16history
MS MORGAN STANLEY112 shares0.90%2025-12-312026-01-16history
KVUE KENVUE INC1.1K shares-24.65%2025-12-312026-01-16history
GILD GILEAD SCIENCES INC156 shares4.00%2025-12-312026-01-16history
RSG REPUBLIC SVCS INC90 shares0.00%2025-12-312026-01-16history
CMCSA COMCAST CORP NEW600 shares-99.16%2025-12-312026-01-16history
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IWF ISHARES TR33 shares-5.71%2025-12-312026-01-16history
PAYX PAYCHEX INC137 shares9.60%2025-12-312026-01-16history
FV FIRST TR EXCHANGE TRADED FD241 shares0.42%2025-12-312026-01-16history
DBEF DBX ETF TR313 shares2.62%2025-12-312026-01-16history
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EBAY EBAY INC.165 shares-73.21%2025-12-312026-01-16history
VT VANGUARD INTL EQUITY INDEX F102 shares0.99%2025-12-312026-01-16history
NOW SERVICENOW INC90 shares592.31%2025-12-312026-01-16history
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PNC PNC FINL SVCS GROUP INC60 shares1.69%2025-12-312026-01-16history
SCZ ISHARES TR155 shares1.31%2025-12-312026-01-16history
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CMS CMS ENERGY CORP167 shares0.60%2025-12-312026-01-16history
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AWK AMERICAN WTR WKS CO INC NEW88 shares0.00%2025-12-312026-01-16history
EQIX EQUINIX INC14 shares0.00%2025-12-312026-01-16history
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CDNS CADENCE DESIGN SYSTEM INC35 shares40.00%2025-12-312026-01-16history
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SF STIFEL FINL CORP86 shares32.31%2025-12-312026-01-16history
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VSS VANGUARD INTL EQUITY INDEX F74 shares2.78%2025-12-312026-01-16history
WDAY WORKDAY INC49 shares0.00%2025-12-312026-01-16history
DDOG DATADOG INC77 shares234.78%2025-12-312026-01-16history
ADSK AUTODESK INC35 shares29.63%2025-12-312026-01-16history
MCO MOODYS CORP20 shares25.00%2025-12-312026-01-16history
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MPWR MONOLITHIC PWR SYS INC11 shares37.50%2025-12-312026-01-16history
ENB ENBRIDGE INC207 shares-62.50%2025-12-312026-01-16history
AWI ARMSTRONG WORLD INDS INC NEW50 shares0.00%2025-12-312026-01-16history
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NTAP NETAPP INC88 shares27.54%2025-12-312026-01-16history
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SSNC SS&C TECHNOLOGIES HLDGS INC104 shares30.00%2025-12-312026-01-16history
COP CONOCOPHILLIPS97 shares1.04%2025-12-312026-01-16history
AZN ASTRAZENECA PLC96 shares-3.03%2025-12-312026-01-16history
CENCORA INC CENCORA INC26 shares18.18%2025-12-312026-01-16history
VRSN VERISIGN INC36 shares50.00%2025-12-312026-01-16history
DIA SPDR DOW JONES INDL AVERAGE18 shares0.00%2025-12-312026-01-16history
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FNDC SCHWAB STRATEGIC TR194 shares3.19%2025-12-312026-01-16history
GGG GRACO INC104 shares82.46%2025-12-312026-01-16history
AMG AFFILIATED MANAGERS GROUP IN29 shares-14.71%2025-12-312026-01-16history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL30 shares0.00%2025-12-312026-01-16history
MCK MCKESSON CORP10 shares11.11%2025-12-312026-01-16history
PTC PTC INC47 shares80.77%2025-12-312026-01-16history
ICE INTERCONTINENTAL EXCHANGE IN50 shares-5.66%2025-12-312026-01-16history
RMBS RAMBUS INC DEL88 shares-9.28%2025-12-312026-01-16history
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WTS WATTS WATER TECHNOLOGIES INC28 shares40.00%2025-12-312026-01-16history
NDSN NORDSON CORP32 sharesnew addition2025-12-312026-01-16history
TTWO TAKE-TWO INTERACTIVE SOFTWAR30 shares36.36%2025-12-312026-01-16history
HASI HA SUSTAINABLE INFRA CAP INC243 shares1.25%2025-12-312026-01-16history
ENS ENERSYS52 shares36.84%2025-12-312026-01-16history
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LUMN LUMEN TECHNOLOGIES INC978 shares0.00%2025-12-312026-01-16history
PGR PROGRESSIVE CORP33 shares-5.71%2025-12-312026-01-16history
AKAM AKAMAI TECHNOLOGIES INC86 shares0.00%2025-12-312026-01-16history
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SLAB SILICON LABORATORIES INC57 shares58.33%2025-12-312026-01-16history
TY TRI CONTL CORP228 shares7.04%2025-12-312026-01-16history
FCX FREEPORT-MCMORAN INC146 shares0.69%2025-12-312026-01-16history
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BR BROADRIDGE FINL SOLUTIONS IN32 sharesnew addition2025-12-312026-01-16history
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MCHP MICROCHIP TECHNOLOGY INC.103 shares-49.76%2025-12-312026-01-16history
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GWX SPDR INDEX SHS FDS158 shares1.94%2025-12-312026-01-16history
DLB DOLBY LABORATORIES INC100 shares88.68%2025-12-312026-01-16history
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GWRE GUIDEWIRE SOFTWARE INC30 shares76.47%2025-12-312026-01-16history
MSCI MSCI INC10 shares11.11%2025-12-312026-01-16history
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NTCT NETSCOUT SYS INC192 sharesnew addition2025-12-312026-01-16history
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RMD RESMED INC20 shares0.00%2025-12-312026-01-16history
DT DYNATRACE INC111 sharesnew addition2025-12-312026-01-16history
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LII LENNOX INTL INC9 shares50.00%2025-12-312026-01-16history
MTD METTLER TOLEDO INTERNATIONAL3 shares0.00%2025-12-312026-01-16history
WBD WARNER BROS DISCOVERY INC145 shares0.00%2025-12-312026-01-16history
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STEP STEPSTONE GROUP INC61 sharesnew addition2025-12-312026-01-16history
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REYN REYNOLDS CONSUMER PRODS INC164 shares64.00%2025-12-312026-01-16history
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BRO BROWN & BROWN INC36 shares-52.63%2025-12-312026-01-16history
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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8 shares0.00%2025-12-312026-01-16history
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NCLH NORWEGIAN CRUISE LINE HLDG L100 shares0.00%2025-12-312026-01-16history
FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D1 shares0.00%2025-12-312026-01-16history
EXEL EXELIXIS INC48 sharesnew addition2025-12-312026-01-16history
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U UNITY SOFTWARE INC46 shares0.00%2025-12-312026-01-16history
HLT HILTON WORLDWIDE HLDGS INC7 shares0.00%2025-12-312026-01-16history
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CITIGROUP INC CITIGROUP INC15 shares0.00%2025-12-312026-01-16history
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VLTO VERALTO CORP14 shares-62.16%2025-12-312026-01-16history
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NATWEST GROUP PLC NATWEST GROUP PLC71 shares0.00%2025-12-312026-01-16history
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BTI BRITISH AMERN TOB PLC18 shares0.00%2025-12-312026-01-16history
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IEF ISHARES TR10 sharesnew addition2025-12-312026-01-16history
SCHW SCHWAB CHARLES CORP9 shares200.00%2025-12-312026-01-16history
LHX L3HARRIS TECHNOLOGIES INC3 shares0.00%2025-12-312026-01-16history
MU MICRON TECHNOLOGY INC3 shares0.00%2025-12-312026-01-16history
HWM HOWMET AEROSPACE INC4 shares0.00%2025-12-312026-01-16history
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DOC HEALTHPEAK PROPERTIES INC46 shares2.22%2025-12-312026-01-16history
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LNC LINCOLN NATL CORP IND12 shares-90.40%2025-12-312026-01-16history
WDC WESTERN DIGITAL CORP3 shares0.00%2025-12-312026-01-16history
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BLD TOPBUILD CORP1 shares-75.00%2025-12-312026-01-16history
SPXC SPX TECHNOLOGIES INC2 shares-90.48%2025-12-312026-01-16history
IHI ISHARES TR6 shares0.00%2025-12-312026-01-16history
SCHP SCHWAB STRATEGIC TR14 sharesnew addition2025-12-312026-01-16history
PI IMPINJ INC2 shares0.00%2025-12-312026-01-16history
VWOB VANGUARD WHITEHALL FDS5 sharesnew addition2025-12-312026-01-16history
KMI KINDER MORGAN INC DEL10 shares0.00%2025-12-312026-01-16history
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DRAFTKINGS INC NEW DRAFTKINGS INC NEW8 sharesnew addition2025-12-312026-01-16history
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UA UNDER ARMOUR INC20 sharesnew addition2025-12-312026-01-16history
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