The Analysis of Forum Financial Management, LP's Holdings

Currently, Forum Financial Management, LP holds 1008 types of securities in its portfolio with a total value $7.3B. In the most recent quarter, they have increased their positions in VTEB (+1.1M shares, valued at $57.0M), HYD (+1.1M shares, valued at $55.8M), DFAC (+1.1M shares, valued at $44.0M); decreased their positions in PLTR (-361.4K shares, valued at $65.9M), GOOGL (-10.3K shares, valued at $2.5M), DFAX (-45.0K shares, valued at $1.4M); initiated new positions in LCID (+31.3K shares, valued at $744.2K), STM (+23.8K shares, valued at $672.2K), VGT (+868 shares, valued at $648.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST40.0M shares2.94%2025-09-302025-10-24

TLH ISHARES TR8.0M shares1.64%2025-09-302025-10-24

DFAT DIMENSIONAL ETF TRUST9.8M shares4.27%2025-09-302025-10-24

DFEM DIMENSIONAL ETF TRUST17.2M shares2.67%2025-09-302025-10-24

DFIC DIMENSIONAL ETF TRUST16.5M shares3.58%2025-09-302025-10-24

DFGR DIMENSIONAL ETF TRUST15.5M shares6.43%2025-09-302025-10-24

DFGP DIMENSIONAL ETF TRUST6.0M shares2.36%2025-09-302025-10-24

DUHP DIMENSIONAL ETF TRUST7.5M shares5.24%2025-09-302025-10-24

Sponsored

DISV DIMENSIONAL ETF TRUST5.9M shares0.16%2025-09-302025-10-24

DIHP DIMENSIONAL ETF TRUST6.2M shares3.70%2025-09-302025-10-24

AMGN AMGEN INC350.6K shares-0.00%2025-09-302025-10-24

DFUS DIMENSIONAL ETF TRUST1.2M shares-0.62%2025-09-302025-10-24

AAPL APPLE INC328.0K shares5.11%2025-09-302025-10-24

VTEB VANGUARD MUN BD FDS1.3M shares615.43%2025-09-302025-10-24

HYD VANECK ETF TRUST1.3M shares609.91%2025-09-302025-10-24

DFUV DIMENSIONAL ETF TRUST1.2M shares-0.46%2025-09-302025-10-24

Sponsored

VGLT VANGUARD SCOTTSDALE FDS833.5K shares293.21%2025-09-302025-10-24

MSFT MICROSOFT CORP90.7K shares11.64%2025-09-302025-10-24

DFIS DIMENSIONAL ETF TRUST1.2M shares-0.17%2025-09-302025-10-24

GOOG ALPHABET INC148.5K shares-0.45%2025-09-302025-10-24

DFAX DIMENSIONAL ETF TRUST1.1M shares-3.87%2025-09-302025-10-24

GOOGL ALPHABET INC141.6K shares-6.78%2025-09-302025-10-24

NVDA NVIDIA CORPORATION157.1K shares-1.19%2025-09-302025-10-24

META META PLATFORMS INC38.1K shares-0.71%2025-09-302025-10-24

Sponsored

PLTR PALANTIR TECHNOLOGIES INC148.4K shares-70.90%2025-09-302025-10-24

JPM JPMORGAN CHASE & CO.84.2K shares2.62%2025-09-302025-10-24

AMZN AMAZON COM INC117.9K shares2.91%2025-09-302025-10-24

DFSU DIMENSIONAL ETF TRUST431.1K shares3.64%2025-09-302025-10-24

DFIV DIMENSIONAL ETF TRUST388.0K shares-1.31%2025-09-302025-10-24

DFSE DIMENSIONAL ETF TRUST397.2K shares0.26%2025-09-302025-10-24

BSVO EA SERIES TRUST658.7K shares-1.40%2025-09-302025-10-24

ABBV ABBVIE INC62.1K shares4.09%2025-09-302025-10-24

Sponsored

VGSR MANAGER DIRECTED PORTFOLIOS1.3M shares3.10%2025-09-302025-10-24

DFSI DIMENSIONAL ETF TRUST286.9K shares-0.75%2025-09-302025-10-24

AVGO BROADCOM INC34.3K shares5.54%2025-09-302025-10-24

SPY SPDR S&P 500 ETF TR16.6K shares-1.02%2025-09-302025-10-24

XOM EXXON MOBIL CORP93.4K shares7.63%2025-09-302025-10-24

DFAS DIMENSIONAL ETF TRUST153.8K shares5.34%2025-09-302025-10-24

DFIP DIMENSIONAL ETF TRUST240.2K shares188.89%2025-09-302025-10-24

DFAR DIMENSIONAL ETF TRUST401.6K shares-0.19%2025-09-302025-10-24

Sponsored

TSLA TESLA INC19.6K shares-4.28%2025-09-302025-10-24

ABT ABBOTT LABS62.9K shares5.60%2025-09-302025-10-24

DFCF DIMENSIONAL ETF TRUST186.4K shares344.35%2025-09-302025-10-24

WMT WALMART INC72.8K shares-0.89%2025-09-302025-10-24

VOO VANGUARD INDEX FDS12.1K shares2.56%2025-09-302025-10-24

VTI VANGUARD INDEX FDS21.4K shares0.56%2025-09-302025-10-24

DE DEERE & CO15.0K shares2.18%2025-09-302025-10-24

IWF ISHARES TR14.1K shares0.03%2025-09-302025-10-24

Sponsored

JNJ JOHNSON & JOHNSON35.5K shares6.32%2025-09-302025-10-24

HD HOME DEPOT INC16.1K shares4.39%2025-09-302025-10-24

LLY ELI LILLY & CO8.5K shares-3.83%2025-09-302025-10-24

BAC BANK AMERICA CORP122.2K shares10.48%2025-09-302025-10-24

IVV ISHARES TR9.0K shares-1.56%2025-09-302025-10-24

OUNZ VANECK MERK GOLD ETF160.1K shares0.00%2025-09-302025-10-24

CVX CHEVRON CORP NEW36.9K shares11.65%2025-09-302025-10-24

COST COSTCO WHSL CORP NEW5.8K shares1.60%2025-09-302025-10-24

Sponsored

MS MORGAN STANLEY33.1K shares6.62%2025-09-302025-10-24

MUFG MITSUBISHI UFJ FINL GROUP IN322.0K shares0.00%2025-09-302025-10-24

TBIL RBB FD INC101.8K shares-1.21%2025-09-302025-10-24

PG PROCTER AND GAMBLE CO32.8K shares30.46%2025-09-302025-10-24

WFC WELLS FARGO CO NEW59.5K shares10.39%2025-09-302025-10-24

MU MICRON TECHNOLOGY INC29.5K shares11.19%2025-09-302025-10-24

SAP SAP SE18.4K shares4.02%2025-09-302025-10-24

TTE TOTALENERGIES SE79.5K shares0.00%2025-09-302025-10-24

Sponsored

T AT&T INC166.9K shares1.77%2025-09-302025-10-24

ORCL ORACLE CORP16.4K shares5.83%2025-09-302025-10-24

ALL ALLSTATE CORP21.2K shares4.63%2025-09-302025-10-24

DFSV DIMENSIONAL ETF TRUST141.8K shares-15.26%2025-09-302025-10-24

BHP BHP GROUP LTD76.0K shares13.49%2025-09-302025-10-24

CBOE CBOE GLOBAL MKTS INC17.1K shares3.65%2025-09-302025-10-24

V VISA INC12.0K shares4.46%2025-09-302025-10-24

NFLX NETFLIX INC3.4K shares1.38%2025-09-302025-10-24

Sponsored

TM TOYOTA MOTOR CORP20.5K shares0.15%2025-09-302025-10-24

DIS DISNEY WALT CO34.0K shares-1.14%2025-09-302025-10-24

MAR MARRIOTT INTL INC NEW14.9K shares3.21%2025-09-302025-10-24

AVUS AMERICAN CENTY ETF TR35.6K shares-19.22%2025-09-302025-10-24

GS GOLDMAN SACHS GROUP INC4.8K shares12.89%2025-09-302025-10-24

COF CAPITAL ONE FINL CORP17.8K shares5.07%2025-09-302025-10-24

OSBC OLD SECOND BANCORP INC ILL215.4K shares-6.31%2025-09-302025-10-24

VEA VANGUARD TAX-MANAGED FDS62.1K shares-7.29%2025-09-302025-10-24

Sponsored

MCD MCDONALDS CORP12.0K shares19.91%2025-09-302025-10-24

VUG VANGUARD INDEX FDS7.6K shares0.26%2025-09-302025-10-24

CAT CATERPILLAR INC7.6K shares2.04%2025-09-302025-10-24

SMFG SUMITOMO MITSUI FINL GROUP I209.6K shares0.00%2025-09-302025-10-24

SONY SONY GROUP CORP118.6K shares7.52%2025-09-302025-10-24

SHV ISHARES TR30.6K shares40.90%2025-09-302025-10-24

C CITIGROUP INC33.3K shares5.64%2025-09-302025-10-24

WTM WHITE MTNS INS GROUP LTD2.0K shares0.00%2025-09-302025-10-24

Sponsored

SYY SYSCO CORP40.9K shares-16.56%2025-09-302025-10-24

GE GE AEROSPACE11.2K shares-1.60%2025-09-302025-10-24

DB DEUTSCHE BANK A G94.2K shares0.00%2025-09-302025-10-24

CSCO CISCO SYS INC48.6K shares5.49%2025-09-302025-10-24

INTC INTEL CORP98.4K shares72.45%2025-09-302025-10-24

VZ VERIZON COMMUNICATIONS INC74.5K shares8.24%2025-09-302025-10-24

SNY SANOFI SA69.3K shares21.48%2025-09-302025-10-24

NVS NOVARTIS AG24.6K shares0.00%2025-09-302025-10-24

Sponsored

HSBC HSBC HLDGS PLC44.2K shares0.00%2025-09-302025-10-24

AMD ADVANCED MICRO DEVICES INC18.9K shares11.02%2025-09-302025-10-24

MA MASTERCARD INCORPORATED5.3K shares10.07%2025-09-302025-10-24

QQQ INVESCO QQQ TR5.0K shares1.31%2025-09-302025-10-24

PFE PFIZER INC117.9K shares47.23%2025-09-302025-10-24

KO COCA COLA CO44.1K shares5.44%2025-09-302025-10-24

RTX RTX CORPORATION17.3K shares3.00%2025-09-302025-10-24

IBM INTERNATIONAL BUSINESS MACHS10.0K shares1.58%2025-09-302025-10-24

Sponsored

MUB ISHARES TR26.2K shares-15.56%2025-09-302025-10-24

ASML ASML HOLDING N V2.8K shares25.23%2025-09-302025-10-24

CNP CENTERPOINT ENERGY INC70.0K shares0.02%2025-09-302025-10-24

APP APPLOVIN CORP3.8K shares0.03%2025-09-302025-10-24

ERIC TELEFONAKTIEBOLAGET LM ERICS327.0K shares29.62%2025-09-302025-10-24

AXP AMERICAN EXPRESS CO8.1K shares1.83%2025-09-302025-10-24

SAN BANCO SANTANDER S.A.254.3K shares0.00%2025-09-302025-10-24

AVDV AMERICAN CENTY ETF TR29.9K shares5.24%2025-09-302025-10-24

Sponsored

IVW ISHARES TR21.7K shares-0.48%2025-09-302025-10-24

HOOD ROBINHOOD MKTS INC18.1K shares0.68%2025-09-302025-10-24

MFG MIZUHO FINANCIAL GROUP INC379.4K shares7.34%2025-09-302025-10-24

IWB ISHARES TR6.7K shares0.00%2025-09-302025-10-24

LIN LINDE PLC5.2K shares14.00%2025-09-302025-10-24

SHEL SHELL PLC34.3K shares-0.01%2025-09-302025-10-24

BK BANK NEW YORK MELLON CORP22.3K shares6.44%2025-09-302025-10-24

UNH UNITEDHEALTH GROUP INC7.0K shares-4.21%2025-09-302025-10-24

Sponsored

PM PHILIP MORRIS INTL INC14.8K shares0.96%2025-09-302025-10-24

COP CONOCOPHILLIPS24.6K shares5.41%2025-09-302025-10-24

IWD ISHARES TR11.4K shares-7.85%2025-09-302025-10-24

UBS UBS GROUP AG56.4K shares0.09%2025-09-302025-10-24

CRM SALESFORCE INC9.5K shares4.16%2025-09-302025-10-24

LMT LOCKHEED MARTIN CORP4.5K shares-0.62%2025-09-302025-10-24

UNP UNION PAC CORP9.3K shares2.27%2025-09-302025-10-24

CME CME GROUP INC8.0K shares0.01%2025-09-302025-10-24

Sponsored

CB CHUBB LIMITED7.5K shares0.05%2025-09-302025-10-24

XLK SELECT SECTOR SPDR TR7.5K shares-13.60%2025-09-302025-10-24

MDT MEDTRONIC PLC21.9K shares7.47%2025-09-302025-10-24

CNQ CANADIAN NAT RES LTD65.0K shares0.29%2025-09-302025-10-24

AMAT APPLIED MATLS INC10.1K shares32.82%2025-09-302025-10-24

GHC GRAHAM HLDGS CO1.7K shares0.00%2025-09-302025-10-24

KMI KINDER MORGAN INC DEL72.3K shares10.17%2025-09-302025-10-24

SCHW SCHWAB CHARLES CORP20.7K shares7.12%2025-09-302025-10-24

Sponsored

DHR DANAHER CORPORATION9.9K shares-2.60%2025-09-302025-10-24

QCOM QUALCOMM INC11.7K shares64.12%2025-09-302025-10-24

BLK BLACKROCK INC1.7K shares14.39%2025-09-302025-10-24

GEV GE VERNOVA INC3.1K shares-1.48%2025-09-302025-10-24

MRK MERCK & CO INC22.7K shares1.36%2025-09-302025-10-24

AVLV AMERICAN CENTY ETF TR26.0K shares-4.88%2025-09-302025-10-24

GILD GILEAD SCIENCES INC16.8K shares-2.78%2025-09-302025-10-24

TXN TEXAS INSTRS INC9.9K shares18.14%2025-09-302025-10-24

Sponsored

ETN EATON CORP PLC4.8K shares4.66%2025-09-302025-10-24

VV VANGUARD INDEX FDS5.8K shares0.00%2025-09-302025-10-24

NSC NORFOLK SOUTHN CORP5.9K shares12.85%2025-09-302025-10-24

APD AIR PRODS & CHEMS INC6.4K shares9.75%2025-09-302025-10-24

ET ENERGY TRANSFER L P102.0K shares-14.78%2025-09-302025-10-24

BA BOEING CO8.1K shares24.94%2025-09-302025-10-24

IVE ISHARES TR8.4K shares2.36%2025-09-302025-10-24

CMCSA COMCAST CORP NEW54.5K shares-7.66%2025-09-302025-10-24

Sponsored

SBUX STARBUCKS CORP20.2K shares2.54%2025-09-302025-10-24

NEM NEWMONT CORP20.0K shares0.02%2025-09-302025-10-24

DFAU DIMENSIONAL ETF TRUST36.4K shares0.07%2025-09-302025-10-24

PCT PURECYCLE TECHNOLOGIES INC125.0K shares0.00%2025-09-302025-10-24

SPGI S&P GLOBAL INC3.3K shares7.75%2025-09-302025-10-24

PGR PROGRESSIVE CORP6.6K shares9.25%2025-09-302025-10-24

AVRE AMERICAN CENTY ETF TR35.9K shares-12.12%2025-09-302025-10-24

IAU ISHARES GOLD TR21.9K shares0.00%2025-09-302025-10-24

Sponsored

NVO NOVO-NORDISK A S28.6K shares19.01%2025-09-302025-10-24

ADP AUTOMATIC DATA PROCESSING IN5.4K shares0.11%2025-09-302025-10-24

AVUV AMERICAN CENTY ETF TR15.6K shares-0.26%2025-09-302025-10-24

ACN ACCENTURE PLC IRELAND6.2K shares20.62%2025-09-302025-10-24

CVS CVS HEALTH CORP20.3K shares22.77%2025-09-302025-10-24

WMB WILLIAMS COS INC24.1K shares7.61%2025-09-302025-10-24

CI THE CIGNA GROUP5.3K shares6.79%2025-09-302025-10-24

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-24

Sponsored

VIG VANGUARD SPECIALIZED FUNDS7.0K shares-0.14%2025-09-302025-10-24

TAK TAKEDA PHARMACEUTICAL CO LTD102.3K shares11.31%2025-09-302025-10-24

ADI ANALOG DEVICES INC6.1K shares5.31%2025-09-302025-10-24

PEP PEPSICO INC10.6K shares-1.05%2025-09-302025-10-24

BX BLACKSTONE INC8.7K shares21.17%2025-09-302025-10-24

VTV VANGUARD INDEX FDS7.9K shares-2.47%2025-09-302025-10-24

SYK STRYKER CORPORATION4.0K shares39.19%2025-09-302025-10-24

BSX BOSTON SCIENTIFIC CORP15.0K shares19.57%2025-09-302025-10-24

Sponsored

ADBE ADOBE INC4.1K shares-3.62%2025-09-302025-10-24

VTIP VANGUARD MALVERN FDS28.6K shares2.94%2025-09-302025-10-24

TJX TJX COS INC NEW10.0K shares3.67%2025-09-302025-10-24

MO ALTRIA GROUP INC21.6K shares-1.56%2025-09-302025-10-24

GLW CORNING INC17.4K shares-0.91%2025-09-302025-10-24

KKR KKR & CO INC11.0K shares9.55%2025-09-302025-10-24

AZN ASTRAZENECA PLC18.5K shares2.10%2025-09-302025-10-24

TMUS T-MOBILE US INC5.8K shares1.28%2025-09-302025-10-24

Sponsored

UBER UBER TECHNOLOGIES INC14.0K shares14.09%2025-09-302025-10-24

PNC PNC FINL SVCS GROUP INC6.8K shares6.08%2025-09-302025-10-24

BBVA BANCO BILBAO VIZCAYA ARGENTA70.5K shares0.00%2025-09-302025-10-24

EOG EOG RES INC11.9K shares21.14%2025-09-302025-10-24

USB US BANCORP DEL27.5K shares6.94%2025-09-302025-10-24

INTU INTUIT1.9K shares25.57%2025-09-302025-10-24

DFAI DIMENSIONAL ETF TRUST36.2K shares0.05%2025-09-302025-10-24

ANET ARISTA NETWORKS INC9.0K shares-2.37%2025-09-302025-10-24

Sponsored

PCAR PACCAR INC13.3K shares-4.10%2025-09-302025-10-24

HMC HONDA MOTOR LTD42.4K shares9.91%2025-09-302025-10-24

TRV TRAVELERS COMPANIES INC4.7K shares5.10%2025-09-302025-10-24

LHX L3HARRIS TECHNOLOGIES INC4.3K shares8.27%2025-09-302025-10-24

KMB KIMBERLY-CLARK CORP10.4K shares2.64%2025-09-302025-10-24

WBD WARNER BROS DISCOVERY INC66.3K shares-0.76%2025-09-302025-10-24

ING ING GROEP N.V.49.0K shares-0.05%2025-09-302025-10-24

PSX PHILLIPS 669.4K shares12.39%2025-09-302025-10-24

Sponsored

NOC NORTHROP GRUMMAN CORP2.1K shares31.97%2025-09-302025-10-24

MPC MARATHON PETE CORP6.5K shares0.14%2025-09-302025-10-24

HON HONEYWELL INTL INC5.9K shares1.88%2025-09-302025-10-24

GM GENERAL MTRS CO20.1K shares3.74%2025-09-302025-10-24

SHOP SHOPIFY INC8.3K shares49.42%2025-09-302025-10-24

AFL AFLAC INC10.7K shares15.52%2025-09-302025-10-24

VST VISTRA CORP6.1K shares-0.10%2025-09-302025-10-24

LOW LOWES COS INC4.7K shares-0.21%2025-09-302025-10-24

Sponsored

MET METLIFE INC14.4K shares5.96%2025-09-302025-10-24

ISRG INTUITIVE SURGICAL INC2.6K shares23.25%2025-09-302025-10-24

RSP INVESCO EXCHANGE TRADED FD T6.2K shares11.27%2025-09-302025-10-24

SWKS SKYWORKS SOLUTIONS INC15.2K shares-6.25%2025-09-302025-10-24

SOFI SOFI TECHNOLOGIES INC43.6K shares-0.32%2025-09-302025-10-24

PWR QUANTA SVCS INC2.8K shares-3.67%2025-09-302025-10-24

PYPL PAYPAL HLDGS INC17.0K shares12.59%2025-09-302025-10-24

TMO THERMO FISHER SCIENTIFIC INC2.3K shares1.16%2025-09-302025-10-24

Sponsored

MCK MCKESSON CORP1.5K shares-1.87%2025-09-302025-10-24

VXUS VANGUARD STAR FDS15.4K shares5.95%2025-09-302025-10-24

FDX FEDEX CORP4.7K shares3.95%2025-09-302025-10-24

BDX BECTON DICKINSON & CO5.8K shares26.93%2025-09-302025-10-24

TFC TRUIST FINL CORP23.8K shares18.46%2025-09-302025-10-24

TD TORONTO DOMINION BK ONT13.5K shares0.00%2025-09-302025-10-24

SDY SPDR SERIES TRUST7.6K shares-27.44%2025-09-302025-10-24

E ENI S P A30.6K shares6.01%2025-09-302025-10-24

Sponsored

WDS WOODSIDE ENERGY GROUP LTD69.9K shares23.52%2025-09-302025-10-24

PH PARKER-HANNIFIN CORP1.4K shares9.06%2025-09-302025-10-24

ORLY OREILLY AUTOMOTIVE INC9.7K shares-1.30%2025-09-302025-10-24

PRU PRUDENTIAL FINL INC10.0K shares7.38%2025-09-302025-10-24

DFEV DIMENSIONAL ETF TRUST32.2K shares0.00%2025-09-302025-10-24

KBE SPDR SERIES TRUST17.1K shares0.27%2025-09-302025-10-24

ICE INTERCONTINENTAL EXCHANGE IN6.0K shares1.23%2025-09-302025-10-24

STX SEAGATE TECHNOLOGY HLDNGS PL4.3K shares-2.75%2025-09-302025-10-24

Sponsored

HWM HOWMET AEROSPACE INC5.1K shares0.51%2025-09-302025-10-24

RY ROYAL BK CDA6.8K shares7.94%2025-09-302025-10-24

BMY BRISTOL-MYERS SQUIBB CO22.2K shares52.52%2025-09-302025-10-24

NOW SERVICENOW INC1.1K shares-2.78%2025-09-302025-10-24

BCS BARCLAYS PLC48.2K shares0.00%2025-09-302025-10-24

AVEM AMERICAN CENTY ETF TR13.2K shares-3.21%2025-09-302025-10-24

ROP ROPER TECHNOLOGIES INC2.0K shares92.90%2025-09-302025-10-24

FI FISERV INC7.7K shares45.34%2025-09-302025-10-24

Sponsored

JCI JOHNSON CTLS INTL PLC9.0K shares0.01%2025-09-302025-10-24

DHI D R HORTON INC5.8K shares0.02%2025-09-302025-10-24

VLO VALERO ENERGY CORP5.8K shares-0.09%2025-09-302025-10-24

LRCX LAM RESEARCH CORP7.3K shares16.14%2025-09-302025-10-24

AIG AMERICAN INTL GROUP INC12.3K shares0.14%2025-09-302025-10-24

ELV ELEVANCE HEALTH INC FORMERLY3.0K shares1.12%2025-09-302025-10-24

GD GENERAL DYNAMICS CORP2.8K shares6.72%2025-09-302025-10-24

OKE ONEOK INC NEW13.1K shares14.05%2025-09-302025-10-24

Sponsored

MRVL MARVELL TECHNOLOGY INC11.4K shares7.80%2025-09-302025-10-24

SCHF SCHWAB STRATEGIC TR41.0K shares7.72%2025-09-302025-10-24

SLB SCHLUMBERGER LTD27.6K shares29.75%2025-09-302025-10-24

VRTX VERTEX PHARMACEUTICALS INC2.4K shares15.38%2025-09-302025-10-24

CSX CSX CORP26.5K shares18.51%2025-09-302025-10-24

KLAC KLA CORP872 shares0.11%2025-09-302025-10-24

NOK NOKIA CORP195.0K shares3.58%2025-09-302025-10-24

F FORD MTR CO77.9K shares12.75%2025-09-302025-10-24

Sponsored

APH AMPHENOL CORP NEW7.5K shares0.01%2025-09-302025-10-24

BKNG BOOKING HOLDINGS INC171 shares6.88%2025-09-302025-10-24

BKR BAKER HUGHES COMPANY18.9K shares9.34%2025-09-302025-10-24

VNQ VANGUARD INDEX FDS10.0K shares3.46%2025-09-302025-10-24

TEL TE CONNECTIVITY PLC4.2K shares6.40%2025-09-302025-10-24

BP BP PLC26.3K shares-0.85%2025-09-302025-10-24

HSY HERSHEY CO4.8K shares6.44%2025-09-302025-10-24

LNG CHENIERE ENERGY INC3.8K shares26.84%2025-09-302025-10-24

Sponsored

AVDE AMERICAN CENTY ETF TR11.3K shares-0.74%2025-09-302025-10-24

MDLZ MONDELEZ INTL INC14.2K shares0.25%2025-09-302025-10-24

DAL DELTA AIR LINES INC DEL15.6K shares17.64%2025-09-302025-10-24

CRH CRH PLC7.4K shares2.92%2025-09-302025-10-24

CTVA CORTEVA INC13.0K shares1.84%2025-09-302025-10-24

AVES AMERICAN CENTY ETF TR15.2K shares0.00%2025-09-302025-10-24

NET CLOUDFLARE INC4.1K shares1.96%2025-09-302025-10-24

MLM MARTIN MARIETTA MATLS INC1.4K shares10.27%2025-09-302025-10-24

Sponsored

WTFC WINTRUST FINL CORP6.5K shares2.21%2025-09-302025-10-24

MMC MARSH & MCLENNAN COS INC4.3K shares19.10%2025-09-302025-10-24

FLEX FLEX LTD14.9K shares0.02%2025-09-302025-10-24

FITB FIFTH THIRD BANCORP19.2K shares15.32%2025-09-302025-10-24

URI UNITED RENTALS INC887 shares9.51%2025-09-302025-10-24

NTRS NORTHERN TR CORP6.3K shares7.54%2025-09-302025-10-24

TT TRANE TECHNOLOGIES PLC2.0K shares-0.05%2025-09-302025-10-24

LYG LLOYDS BANKING GROUP PLC181.8K shares0.00%2025-09-302025-10-24

Sponsored

CRWD CROWDSTRIKE HLDGS INC1.7K shares13.12%2025-09-302025-10-24

CMI CUMMINS INC1.9K shares13.98%2025-09-302025-10-24

HPE HEWLETT PACKARD ENTERPRISE C33.4K shares0.01%2025-09-302025-10-24

PANW PALO ALTO NETWORKS INC4.0K shares3.38%2025-09-302025-10-24

EMR EMERSON ELEC CO6.2K shares5.60%2025-09-302025-10-24

EXE EXPAND ENERGY CORPORATION7.7K shares85.98%2025-09-302025-10-24

CEG CONSTELLATION ENERGY CORP2.5K shares5.56%2025-09-302025-10-24

SCHB SCHWAB STRATEGIC TR31.5K shares0.01%2025-09-302025-10-24

Sponsored

LH LABCORP HOLDINGS INC2.8K shares27.65%2025-09-302025-10-24

ACGL ARCH CAP GROUP LTD8.9K shares0.45%2025-09-302025-10-24

BTI BRITISH AMERN TOB PLC15.1K shares0.00%2025-09-302025-10-24

RF REGIONS FINANCIAL CORP NEW30.2K shares12.70%2025-09-302025-10-24

ODC OIL DRI CORP AMER13.0K shares0.00%2025-09-302025-10-24

VEEV VEEVA SYS INC2.7K shares22.80%2025-09-302025-10-24

COIN COINBASE GLOBAL INC2.3K shares8.38%2025-09-302025-10-24

AJG GALLAGHER ARTHUR J & CO2.5K shares7.70%2025-09-302025-10-24

Sponsored

IWM ISHARES TR3.2K shares-10.45%2025-09-302025-10-24

SPOT SPOTIFY TECHNOLOGY S A1.1K shares0.45%2025-09-302025-10-24

WDC WESTERN DIGITAL CORP6.5K shares10.40%2025-09-302025-10-24

RJF RAYMOND JAMES FINL INC4.5K shares0.02%2025-09-302025-10-24

SHW SHERWIN WILLIAMS CO2.2K shares11.05%2025-09-302025-10-24

XYZ BLOCK INC10.7K shares18.53%2025-09-302025-10-24

ALC ALCON AG10.4K shares0.00%2025-09-302025-10-24

CFG CITIZENS FINL GROUP INC14.4K shares9.89%2025-09-302025-10-24

Sponsored

SCZ ISHARES TR10.0K shares0.00%2025-09-302025-10-24

FCX FREEPORT-MCMORAN INC19.5K shares32.33%2025-09-302025-10-24

FSLR FIRST SOLAR INC3.5K shares13.94%2025-09-302025-10-24

GLD SPDR GOLD TR2.1K shares68.33%2025-09-302025-10-24

RACE FERRARI N V1.5K shares0.85%2025-09-302025-10-24

SYF SYNCHRONY FINANCIAL10.5K shares0.20%2025-09-302025-10-24

UL UNILEVER PLC12.6K shares13.08%2025-09-302025-10-24

LCID LUCID GROUP INC31.3K sharesnew addition2025-09-302025-10-24

Sponsored

HBAN HUNTINGTON BANCSHARES INC42.8K shares0.01%2025-09-302025-10-24

BEPC BROOKFIELD RENEWABLE CORP21.4K shares0.00%2025-09-302025-10-24

OXY OCCIDENTAL PETE CORP15.6K shares10.52%2025-09-302025-10-24

HIG HARTFORD INSURANCE GROUP INC5.4K shares11.19%2025-09-302025-10-24

SCHD SCHWAB STRATEGIC TR26.5K shares6.54%2025-09-302025-10-24

WM WASTE MGMT INC DEL3.3K shares11.61%2025-09-302025-10-24

VTHR VANGUARD SCOTTSDALE FDS2.5K shares0.29%2025-09-302025-10-24

VXF VANGUARD INDEX FDS3.4K shares0.88%2025-09-302025-10-24

Sponsored

STLD STEEL DYNAMICS INC5.1K shares13.59%2025-09-302025-10-24

NXPI NXP SEMICONDUCTORS N V3.1K shares0.03%2025-09-302025-10-24

IP INTERNATIONAL PAPER CO15.3K shares44.25%2025-09-302025-10-24

BMO BANK MONTREAL QUE5.5K shares19.75%2025-09-302025-10-24

ALNY ALNYLAM PHARMACEUTICALS INC1.6K shares0.00%2025-09-302025-10-24

FTNT FORTINET INC8.4K shares0.67%2025-09-302025-10-24

AMP AMERIPRISE FINL INC1.4K shares-1.50%2025-09-302025-10-24

RCL ROYAL CARIBBEAN GROUP2.2K shares-23.53%2025-09-302025-10-24

Sponsored

MNST MONSTER BEVERAGE CORP NEW10.4K shares16.36%2025-09-302025-10-24

PPG PPG INDS INC6.7K shares127.49%2025-09-302025-10-24

APO APOLLO GLOBAL MGMT INC5.3K shares2.18%2025-09-302025-10-24

NKE NIKE INC10.0K shares-0.46%2025-09-302025-10-24

CHD CHURCH & DWIGHT CO INC7.9K shares32.02%2025-09-302025-10-24

CTSH COGNIZANT TECHNOLOGY SOLUTIO10.3K shares8.76%2025-09-302025-10-24

DFSD DIMENSIONAL ETF TRUST14.2K shares-13.44%2025-09-302025-10-24

RBLX ROBLOX CORP4.9K shares0.00%2025-09-302025-10-24

Sponsored

NMR NOMURA HLDGS INC93.9K shares1.19%2025-09-302025-10-24

CHTR CHARTER COMMUNICATIONS INC N2.5K shares48.65%2025-09-302025-10-24

EQT EQT CORP12.5K shares1.83%2025-09-302025-10-24

KEY KEYCORP36.4K shares11.51%2025-09-302025-10-24

DGX QUEST DIAGNOSTICS INC3.6K shares59.68%2025-09-302025-10-24

SNPS SYNOPSYS INC1.4K shares40.62%2025-09-302025-10-24

RSG REPUBLIC SVCS INC2.9K shares45.19%2025-09-302025-10-24

STM STMICROELECTRONICS N V23.8K sharesnew addition2025-09-302025-10-24

Sponsored

CBRE CBRE GROUP INC4.3K shares1.09%2025-09-302025-10-24

CARR CARRIER GLOBAL CORPORATION11.3K shares22.74%2025-09-302025-10-24

TEM TEMPUS AI INC8.3K shares0.11%2025-09-302025-10-24

WAB WABTEC3.3K shares-0.80%2025-09-302025-10-24

EA ELECTRONIC ARTS INC3.3K shares0.03%2025-09-302025-10-24

FCNCA FIRST CTZNS BANCSHARES INC D372 shares14.81%2025-09-302025-10-24

DASH DOORDASH INC2.4K shares0.00%2025-09-302025-10-24

EQNR EQUINOR ASA27.2K shares7.77%2025-09-302025-10-24

Sponsored

WEC WEC ENERGY GROUP INC5.8K shares0.02%2025-09-302025-10-24

KDP KEURIG DR PEPPER INC25.9K shares7.33%2025-09-302025-10-24

MSI MOTOROLA SOLUTIONS INC1.4K shares9.79%2025-09-302025-10-24

CCL CARNIVAL CORP22.7K shares-0.30%2025-09-302025-10-24

TDY TELEDYNE TECHNOLOGIES INC1.1K shares-14.81%2025-09-302025-10-24

AXON AXON ENTERPRISE INC908 shares-3.20%2025-09-302025-10-24

UAL UNITED AIRLS HLDGS INC6.8K shares3.26%2025-09-302025-10-24

VGT VANGUARD WORLD FD868 sharesnew addition2025-09-302025-10-24

Sponsored

IWV ISHARES TR1.7K shares4.33%2025-09-302025-10-24

VWO VANGUARD INTL EQUITY INDEX F11.9K shares-2.47%2025-09-302025-10-24

ZBH ZIMMER BIOMET HOLDINGS INC6.5K shares20.21%2025-09-302025-10-24

NEE NEXTERA ENERGY INC8.5K shares-3.18%2025-09-302025-10-24

L LOEWS CORP6.4K shares14.43%2025-09-302025-10-24

PHM PULTE GROUP INC4.8K shares13.94%2025-09-302025-10-24

ADM ARCHER DANIELS MIDLAND CO10.6K shares-13.41%2025-09-302025-10-24

DIOD DIODES INC11.9K shares1.75%2025-09-302025-10-24

Sponsored

STT STATE STR CORP5.4K shares22.04%2025-09-302025-10-24

VMC VULCAN MATLS CO2.0K shares8.89%2025-09-302025-10-24

DD DUPONT DE NEMOURS INC8.0K shares2.24%2025-09-302025-10-24

EPD ENTERPRISE PRODS PARTNERS L20.0K shares1.09%2025-09-302025-10-24

PFG PRINCIPAL FINANCIAL GROUP IN7.5K shares8.68%2025-09-302025-10-24

CINF CINCINNATI FINL CORP4.0K shares0.03%2025-09-302025-10-24

RDDT REDDIT INC2.7K shares-0.55%2025-09-302025-10-24

GRMN GARMIN LTD2.5K shares0.04%2025-09-302025-10-24

Sponsored

JBL JABIL INC2.8K shares0.07%2025-09-302025-10-24

TWLO TWILIO INC6.1K shares0.08%2025-09-302025-10-24

KR KROGER CO9.0K shares0.75%2025-09-302025-10-24

WDAY WORKDAY INC2.5K shares57.26%2025-09-302025-10-24

EW EDWARDS LIFESCIENCES CORP7.7K shares21.56%2025-09-302025-10-24

SMCI SUPER MICRO COMPUTER INC12.5K sharesnew addition2025-09-302025-10-24

AON AON PLC1.7K shares17.13%2025-09-302025-10-24

SW SMURFIT WESTROCK PLC14.0K shares-10.42%2025-09-302025-10-24

Sponsored

LDOS LEIDOS HOLDINGS INC3.2K shares29.82%2025-09-302025-10-24

BNS BANK NOVA SCOTIA HALIFAX9.2K shares26.09%2025-09-302025-10-24

CW CURTISS WRIGHT CORP1.1K shares0.09%2025-09-302025-10-24

IWR ISHARES TR6.1K shares0.00%2025-09-302025-10-24

MTB M & T BK CORP3.0K shares4.05%2025-09-302025-10-24

TDG TRANSDIGM GROUP INC446 shares39.81%2025-09-302025-10-24

DOCU DOCUSIGN INC8.1K shares-3.25%2025-09-302025-10-24

CIEN CIENA CORP4.0K shares3.60%2025-09-302025-10-24

Sponsored

NDAQ NASDAQ INC6.6K shares0.23%2025-09-302025-10-24

CTRA COTERRA ENERGY INC24.6K shares23.98%2025-09-302025-10-24

GSK GSK PLC13.5K shares0.03%2025-09-302025-10-24

PINS PINTEREST INC18.1K shares5.01%2025-09-302025-10-24

GEHC GE HEALTHCARE TECHNOLOGIES I7.7K shares-2.95%2025-09-302025-10-24

AZO AUTOZONE INC135 shares15.38%2025-09-302025-10-24

DG DOLLAR GEN CORP NEW5.6K shares93.94%2025-09-302025-10-24

FLUT FLUTTER ENTMT PLC2.3K shares8.02%2025-09-302025-10-24

Sponsored

KTOS KRATOS DEFENSE & SEC SOLUTIO6.3K shares-0.36%2025-09-302025-10-24

FANG DIAMONDBACK ENERGY INC4.0K shares-7.98%2025-09-302025-10-24

CTAS CINTAS CORP2.8K shares0.04%2025-09-302025-10-24

NWG NATWEST GROUP PLC40.7K shares0.00%2025-09-302025-10-24

STE STERIS PLC2.3K shares38.42%2025-09-302025-10-24

COOP MR COOPER GROUP INC2.7K shares0.00%2025-09-302025-10-24

CVNA CARVANA CO1.5K shares0.00%2025-09-302025-10-24

LUV SOUTHWEST AIRLS CO18.0K shares0.08%2025-09-302025-10-24

Sponsored

CACI CACI INTL INC1.1K shares21.35%2025-09-302025-10-24

VO VANGUARD INDEX FDS1.9K shares-18.77%2025-09-302025-10-24

KHC KRAFT HEINZ CO21.9K shares21.98%2025-09-302025-10-24

NUE NUCOR CORP4.2K shares32.53%2025-09-302025-10-24

HAL HALLIBURTON CO23.0K shares69.17%2025-09-302025-10-24

APTV APTIV PLC6.6K shares89.29%2025-09-302025-10-24

TROW PRICE T ROWE GROUP INC5.5K shares1.07%2025-09-302025-10-24

CMA COMERICA INC8.2K shares0.24%2025-09-302025-10-24

Sponsored

CG CARLYLE GROUP INC8.9K shares10.99%2025-09-302025-10-24

UTHR UNITED THERAPEUTICS CORP DEL1.3K shares-4.32%2025-09-302025-10-24

VEU VANGUARD INTL EQUITY INDEX F7.8K shares-0.52%2025-09-302025-10-24

IWN ISHARES TR3.1K shares0.16%2025-09-302025-10-24

MEDP MEDPACE HLDGS INC1.1K shares-5.68%2025-09-302025-10-24

DVN DEVON ENERGY CORP NEW15.8K shares8.27%2025-09-302025-10-24

TPR TAPESTRY INC4.9K shares-2.28%2025-09-302025-10-24

HUBB HUBBELL INC1.3K shares26.76%2025-09-302025-10-24

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI3.8K shares0.16%2025-09-302025-10-24

CPRT COPART INC12.1K shares46.00%2025-09-302025-10-24

WRB BERKLEY W R CORP7.1K shares0.01%2025-09-302025-10-24

DKS DICKS SPORTING GOODS INC2.4K shares5.89%2025-09-302025-10-24

ZM ZOOM COMMUNICATIONS INC6.5K shares-11.36%2025-09-302025-10-24

ECL ECOLAB INC2.0K shares24.81%2025-09-302025-10-24

ZTS ZOETIS INC3.7K shares-0.11%2025-09-302025-10-24

ADSK AUTODESK INC1.7K shares13.19%2025-09-302025-10-24

Sponsored

SNA SNAP ON INC1.5K shares-0.13%2025-09-302025-10-24

LEN LENNAR CORP4.2K shares0.02%2025-09-302025-10-24

MEAR ISHARES U S ETF TR10.5K shares0.00%2025-09-302025-10-24

MDY SPDR S&P MIDCAP 400 ETF TR885 shares0.00%2025-09-302025-10-24

CRBG COREBRIDGE FINL INC16.4K shares0.02%2025-09-302025-10-24

OKTA OKTA INC5.7K shares19.60%2025-09-302025-10-24

EFA ISHARES TR5.6K shares0.00%2025-09-302025-10-24

IEFA ISHARES TR6.0K shares-1.23%2025-09-302025-10-24

Sponsored

LYV LIVE NATION ENTERTAINMENT IN3.2K shares0.03%2025-09-302025-10-24

FWONK LIBERTY MEDIA CORP DEL5.0K shares13.63%2025-09-302025-10-24

BUD ANHEUSER BUSCH INBEV SA/NV8.7K shares41.50%2025-09-302025-10-24

TSN TYSON FOODS INC9.5K shares16.79%2025-09-302025-10-24

IBIT ISHARES BITCOIN TRUST ETF7.9K shares1.94%2025-09-302025-10-24

FTV FORTIVE CORP10.5K shares1.90%2025-09-302025-10-24

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.0K shares0.05%2025-09-302025-10-24

SCYB SCHWAB STRATEGIC TR19.0K shares84.81%2025-09-302025-10-24

Sponsored

AME AMETEK INC2.7K shares0.04%2025-09-302025-10-24

SNOW SNOWFLAKE INC2.2K shares14.18%2025-09-302025-10-24

RMD RESMED INC1.9K shares55.81%2025-09-302025-10-24

COHR COHERENT CORP4.7K shares0.09%2025-09-302025-10-24

IWO ISHARES TR1.6K shares0.00%2025-09-302025-10-24

TOL TOLL BROTHERS INC3.6K shares7.43%2025-09-302025-10-24

BND VANGUARD BD INDEX FDS6.7K shares11.89%2025-09-302025-10-24

CASY CASEYS GEN STORES INC881 shares0.11%2025-09-302025-10-24

Sponsored

FFIV F5 INC1.5K shares0.06%2025-09-302025-10-24

DINO HF SINCLAIR CORP9.5K shares67.46%2025-09-302025-10-24

CM CANADIAN IMPERIAL BANK OF CO6.2K shares0.00%2025-09-302025-10-24

RIVN RIVIAN AUTOMOTIVE INC33.6K shares-35.97%2025-09-302025-10-24

CPAY CORPAY INC1.7K shares75.82%2025-09-302025-10-24

UNM UNUM GROUP6.3K shares-1.50%2025-09-302025-10-24

FNF FIDELITY NATIONAL FINANCIAL8.1K shares0.02%2025-09-302025-10-24

DTM DT MIDSTREAM INC4.3K shares15.75%2025-09-302025-10-24

Sponsored

FIX COMFORT SYS USA INC591 shares-29.22%2025-09-302025-10-24

HCA HCA HEALTHCARE INC1.1K shares4.01%2025-09-302025-10-24

EWBC EAST WEST BANCORP INC4.6K shares12.23%2025-09-302025-10-24

HLT HILTON WORLDWIDE HLDGS INC1.9K shares4.82%2025-09-302025-10-24

ITW ILLINOIS TOOL WKS INC1.9K shares0.00%2025-09-302025-10-24

LITE LUMENTUM HLDGS INC3.0K shares-2.77%2025-09-302025-10-24

RIO RIO TINTO PLC7.3K shares25.49%2025-09-302025-10-24

GL GLOBE LIFE INC3.4K shares-5.74%2025-09-302025-10-24

Sponsored

VT VANGUARD INTL EQUITY INDEX F3.5K shares19.16%2025-09-302025-10-24

AMCR AMCOR PLC58.6K shares-28.71%2025-09-302025-10-24

CDNS CADENCE DESIGN SYSTEM INC1.4K shares-0.73%2025-09-302025-10-24

J JACOBS SOLUTIONS INC3.2K shares2.02%2025-09-302025-10-24

COR CENCORA INC1.5K shares12.13%2025-09-302025-10-24

ACM AECOM3.6K shares0.03%2025-09-302025-10-24

SCHG SCHWAB STRATEGIC TR14.9K shares4.38%2025-09-302025-10-24

BE BLOOM ENERGY CORP5.6K sharesnew addition2025-09-302025-10-24

Sponsored

GPC GENUINE PARTS CO3.4K shares20.39%2025-09-302025-10-24

JEF JEFFERIES FINL GROUP INC7.2K shares5.41%2025-09-302025-10-24

MOS MOSAIC CO NEW13.6K shares44.72%2025-09-302025-10-24

SSNC SS&C TECHNOLOGIES HLDGS INC5.3K shares11.42%2025-09-302025-10-24

DRI DARDEN RESTAURANTS INC2.5K shares49.31%2025-09-302025-10-24

SCHX SCHWAB STRATEGIC TR17.8K shares0.70%2025-09-302025-10-24

CF CF INDS HLDGS INC5.2K shares23.02%2025-09-302025-10-24

RELX RELX PLC9.8K shares6.43%2025-09-302025-10-24

Sponsored

YUM YUM BRANDS INC3.1K shares-5.73%2025-09-302025-10-24

TRGP TARGA RES CORP2.8K shares0.07%2025-09-302025-10-24

MMM 3M CO3.0K shares-1.47%2025-09-302025-10-24

CSGP COSTAR GROUP INC5.5K shares14.22%2025-09-302025-10-24

NVR NVR INC58 shares0.00%2025-09-302025-10-24

DLTR DOLLAR TREE INC4.9K shares41.50%2025-09-302025-10-24

RS RELIANCE INC1.7K shares6.49%2025-09-302025-10-24

MELI MERCADOLIBRE INC199 shares-16.74%2025-09-302025-10-24

Sponsored

JLL JONES LANG LASALLE INC1.6K shares7.75%2025-09-302025-10-24

SNX TD SYNNEX CORPORATION2.8K shares0.18%2025-09-302025-10-24

PKG PACKAGING CORP AMER2.1K shares0.05%2025-09-302025-10-24

EME EMCOR GROUP INC705 shares-17.16%2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available