The Analysis of Forvis Mazars Wealth Advisors, LLC's Holdings
Currently, Forvis Mazars Wealth Advisors, LLC holds 402 types of securities in its portfolio with a total value $5.0B. In the most recent quarter, they have increased their positions in VCRB (+483.1K shares, valued at $37.9M), VTI (+82.9K shares, valued at $27.2M), DFEM (+789.0K shares, valued at $25.3M); decreased their positions in VOO (-9.3K shares, valued at $5.7M), DFAC (-143.4K shares, valued at $5.5M), DUHP (-109.2K shares, valued at $4.1M); initiated new positions in ALLE (+16.0K shares, valued at $2.8M), STLD (+7.5K shares, valued at $1.0M), VSS (+3.5K shares, valued at $495.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS4.7M shares1.79%2025-09-302025-10-30
VEU VANGUARD INTL EQUITY INDEX F7.2M shares3.67%2025-09-302025-10-30 SCHB SCHWAB STRATEGIC TR6.3M shares1.37%2025-09-302025-10-30 HELO J P MORGAN EXCHANGE TRADED F2.4M shares10.64%2025-09-302025-10-30 VOO VANGUARD INDEX FDS241.3K shares-3.71%2025-09-302025-10-30 AGG ISHARES TR1.4M shares1.83%2025-09-302025-10-30 FBND FIDELITY MERRIMACK STR TR2.6M shares5.45%2025-09-302025-10-30 IVV ISHARES TR168.4K shares1.71%2025-09-302025-10-30 VCRB VANGUARD MALVERN FDS1.3M shares58.32%2025-09-302025-10-30 TSPA T ROWE PRICE ETF INC1.9M shares25.90%2025-09-302025-10-30 MUB ISHARES TR632.7K shares-2.33%2025-09-302025-10-30 DFAC DIMENSIONAL ETF TRUST1.7M shares-7.75%2025-09-302025-10-30 IXUS ISHARES TR787.7K shares-3.13%2025-09-302025-10-30 DFEM DIMENSIONAL ETF TRUST1.9M shares70.73%2025-09-302025-10-30 JMUB J P MORGAN EXCHANGE TRADED F1.2M shares11.68%2025-09-302025-10-30 NVDA NVIDIA CORPORATION275.6K shares-1.21%2025-09-302025-10-30 ITOT ISHARES TR352.0K shares-5.29%2025-09-302025-10-30 SCZ ISHARES TR616.0K shares-5.09%2025-09-302025-10-30 MGC VANGUARD WORLD FD193.2K shares-2.36%2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR1.9M shares-7.73%2025-09-302025-10-30 AAPL APPLE INC177.5K shares-1.85%2025-09-302025-10-30 DUHP DIMENSIONAL ETF TRUST1.1M shares-9.03%2025-09-302025-10-30 MSFT MICROSOFT CORP68.8K shares2.91%2025-09-302025-10-30 LLY ELI LILLY & CO43.4K shares-0.14%2025-09-302025-10-30 IVW ISHARES TR274.3K shares-0.47%2025-09-302025-10-30 IJH ISHARES TR499.1K shares-2.42%2025-09-302025-10-30 DFAT DIMENSIONAL ETF TRUST553.2K shares-8.07%2025-09-302025-10-30 DFIV DIMENSIONAL ETF TRUST694.9K shares-1.01%2025-09-302025-10-30 VUG VANGUARD INDEX FDS60.4K shares-1.83%2025-09-302025-10-30 CWI SPDR INDEX SHS FDS684.5K shares-3.10%2025-09-302025-10-30 PRF INVESCO EXCHANGE TRADED FD T527.1K shares-3.37%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR34.6K shares2.86%2025-09-302025-10-30 VB VANGUARD INDEX FDS86.8K shares-8.46%2025-09-302025-10-30 GOOGL ALPHABET INC89.3K shares-4.14%2025-09-302025-10-30 ORLY OREILLY AUTOMOTIVE INC198.2K shares-1.25%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.65.8K shares-0.78%2025-09-302025-10-30 JKHY HENRY JACK & ASSOC INC135.2K shares-0.06%2025-09-302025-10-30 DFAS DIMENSIONAL ETF TRUST291.1K shares-4.73%2025-09-302025-10-30 IWV ISHARES TR50.2K shares-1.55%2025-09-302025-10-30 VTV VANGUARD INDEX FDS94.7K shares-7.49%2025-09-302025-10-30 RSP INVESCO EXCHANGE TRADED FD T89.3K shares-7.90%2025-09-302025-10-30 IWP ISHARES TR117.4K shares-3.15%2025-09-302025-10-30 IEFA ISHARES TR189.0K shares-0.59%2025-09-302025-10-30 ORCL ORACLE CORP56.8K shares-0.16%2025-09-302025-10-30 IJR ISHARES TR129.9K shares-5.89%2025-09-302025-10-30 DFAU DIMENSIONAL ETF TRUST329.2K shares-12.65%2025-09-302025-10-30 VO VANGUARD INDEX FDS46.5K shares-0.47%2025-09-302025-10-30 DIHP DIMENSIONAL ETF TRUST438.7K shares-7.86%2025-09-302025-10-30 PWR QUANTA SVCS INC28.7K shares-4.09%2025-09-302025-10-30 AMZN AMAZON COM INC53.9K shares-2.72%2025-09-302025-10-30 DFIC DIMENSIONAL ETF TRUST357.7K shares-8.62%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS80.9K shares15.27%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL21.8K shares-2.36%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS38.6K shares0.82%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS216.8K shares41.63%2025-09-302025-10-30 SDY SPDR SERIES TRUST77.3K shares-3.58%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS49.5K shares-1.57%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON56.4K shares-1.80%2025-09-302025-10-30 META META PLATFORMS INC14.1K shares-5.14%2025-09-302025-10-30 CSCO CISCO SYS INC150.3K shares-1.01%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F183.7K shares-1.15%2025-09-302025-10-30 CAT CATERPILLAR INC20.4K shares-1.36%2025-09-302025-10-30 WMT WALMART INC92.4K shares-1.30%2025-09-302025-10-30 KLAC KLA CORP8.1K shares-3.55%2025-09-302025-10-30 LOW LOWES COS INC34.5K shares-2.40%2025-09-302025-10-30 POCT INNOVATOR ETFS TRUST197.4K shares-13.32%2025-09-302025-10-30 APH AMPHENOL CORP NEW63.5K shares-2.72%2025-09-302025-10-30 IEMG ISHARES INC118.5K shares-0.76%2025-09-302025-10-30 PJUL INNOVATOR ETFS TRUST170.4K shares-9.19%2025-09-302025-10-30 DFIS DIMENSIONAL ETF TRUST244.2K shares0.88%2025-09-302025-10-30 AVGO BROADCOM INC23.4K shares0.37%2025-09-302025-10-30 BAC BANK AMERICA CORP148.9K shares-1.76%2025-09-302025-10-30 PJAN INNOVATOR ETFS TRUST160.9K shares-16.98%2025-09-302025-10-30 EFA ISHARES TR78.0K shares-11.30%2025-09-302025-10-30 DFAX DIMENSIONAL ETF TRUST231.9K shares-10.07%2025-09-302025-10-30 IWF ISHARES TR15.4K shares-1.35%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO43.1K shares-6.90%2025-09-302025-10-30 PAPR INNOVATOR ETFS TRUST172.4K shares-15.21%2025-09-302025-10-30 BUFF INNOVATOR ETFS TRUST133.6K shares-6.36%2025-09-302025-10-30 MCK MCKESSON CORP8.4K shares-3.42%2025-09-302025-10-30 CVX CHEVRON CORP NEW40.7K shares-15.25%2025-09-302025-10-30 ABBV ABBVIE INC26.3K shares6.26%2025-09-302025-10-30 DIS DISNEY WALT CO53.0K shares-2.52%2025-09-302025-10-30 QQQ INVESCO QQQ TR9.8K shares-2.47%2025-09-302025-10-30 MA MASTERCARD INCORPORATED10.3K shares-2.25%2025-09-302025-10-30 VLO VALERO ENERGY CORP33.1K shares2.65%2025-09-302025-10-30 GOOG ALPHABET INC23.0K shares3.19%2025-09-302025-10-30 HPQ HP INC200.2K shares3.15%2025-09-302025-10-30 SYK STRYKER CORPORATION14.7K shares-0.92%2025-09-302025-10-30 MUNI PIMCO ETF TR100.8K shares21.21%2025-09-302025-10-30 GLDM WORLD GOLD TR68.9K shares-1.83%2025-09-302025-10-30 RTX RTX CORPORATION30.1K shares-7.97%2025-09-302025-10-30 AXP AMERICAN EXPRESS CO15.1K shares0.28%2025-09-302025-10-30 COF CAPITAL ONE FINL CORP22.7K shares-5.92%2025-09-302025-10-30 AMAT APPLIED MATLS INC23.5K shares11.16%2025-09-302025-10-30 XOM EXXON MOBIL CORP42.5K shares0.28%2025-09-302025-10-30 PEP PEPSICO INC32.1K shares-2.82%2025-09-302025-10-30 URI UNITED RENTALS INC4.7K shares-3.56%2025-09-302025-10-30 COP CONOCOPHILLIPS47.1K shares-0.52%2025-09-302025-10-30 MRK MERCK & CO INC52.7K shares-1.14%2025-09-302025-10-30 ACN ACCENTURE PLC IRELAND17.9K shares53.13%2025-09-302025-10-30 IVE ISHARES TR20.9K shares-10.43%2025-09-302025-10-30 DISV DIMENSIONAL ETF TRUST119.6K shares-11.53%2025-09-302025-10-30 CMI CUMMINS INC9.8K shares-4.65%2025-09-302025-10-30 TRV TRAVELERS COMPANIES INC14.3K shares-3.05%2025-09-302025-10-30 VZ VERIZON COMMUNICATIONS INC86.3K shares3.83%2025-09-302025-10-30 GE GE AEROSPACE12.5K shares0.01%2025-09-302025-10-30 PEG PUBLIC SVC ENTERPRISE GRP IN45.0K shares-1.93%2025-09-302025-10-30 INCY INCYTE CORP44.2K shares1.93%2025-09-302025-10-30 APTV APTIV PLC43.2K shares9.37%2025-09-302025-10-30 TSLA TESLA INC8.3K shares-0.44%2025-09-302025-10-30 IWB ISHARES TR9.9K shares-5.78%2025-09-302025-10-30 KO COCA COLA CO51.6K shares1.25%2025-09-302025-10-30 TMO THERMO FISHER SCIENTIFIC INC7.1K shares-4.44%2025-09-302025-10-30 DRI DARDEN RESTAURANTS INC17.6K shares-5.22%2025-09-302025-10-30 DHI D R HORTON INC18.9K shares-11.91%2025-09-302025-10-30 HD HOME DEPOT INC7.8K shares3.15%2025-09-302025-10-30 XLY SELECT SECTOR SPDR TR13.2K shares0.10%2025-09-302025-10-30 PAA PLAINS ALL AMERN PIPELINE L181.6K shares0.00%2025-09-302025-10-30 PFEB INNOVATOR ETFS TRUST77.5K shares-2.60%2025-09-302025-10-30 CSX CSX CORP85.7K shares-2.46%2025-09-302025-10-30 NFLX NETFLIX INC2.5K shares-2.05%2025-09-302025-10-30 ABT ABBOTT LABS21.9K shares-0.20%2025-09-302025-10-30 PDEC INNOVATOR ETFS TRUST69.2K shares-3.42%2025-09-302025-10-30 V VISA INC8.5K shares-16.67%2025-09-302025-10-30 LKQ LKQ CORP94.0K shares2.01%2025-09-302025-10-30 ALLE ALLEGION PLC16.0K sharesnew addition2025-09-302025-10-30 PSEP INNOVATOR ETFS TRUST65.3K shares-3.21%2025-09-302025-10-30 PMAR INNOVATOR ETFS TRUST62.9K shares-3.71%2025-09-302025-10-30 FI FISERV INC21.2K shares2.87%2025-09-302025-10-30 IBDR ISHARES TR111.8K shares2.53%2025-09-302025-10-30 IWM ISHARES TR11.1K shares-6.95%2025-09-302025-10-30 JEPI J P MORGAN EXCHANGE TRADED F45.2K shares34.32%2025-09-302025-10-30 ELV ELEVANCE HEALTH INC FORMERLY7.8K shares-3.11%2025-09-302025-10-30 CBRE CBRE GROUP INC15.7K shares-4.12%2025-09-302025-10-30 MMM 3M CO15.7K shares-0.01%2025-09-302025-10-30 MCD MCDONALDS CORP8.0K shares0.34%2025-09-302025-10-30 GS GOLDMAN SACHS GROUP INC3.0K shares-1.18%2025-09-302025-10-30 DUK DUKE ENERGY CORP NEW19.2K shares0.52%2025-09-302025-10-30 XLC SELECT SECTOR SPDR TR19.9K shares1.13%2025-09-302025-10-30 LH LABCORP HOLDINGS INC8.2K shares-4.02%2025-09-302025-10-30 INTU INTUIT3.4K shares0.44%2025-09-302025-10-30 MCHP MICROCHIP TECHNOLOGY INC.36.2K shares-3.99%2025-09-302025-10-30 ADBE ADOBE INC6.6K shares-16.53%2025-09-302025-10-30 UNM UNUM GROUP29.7K shares-2.97%2025-09-302025-10-30 DHR DANAHER CORPORATION11.5K shares-0.72%2025-09-302025-10-30 PJUN INNOVATOR ETFS TRUST53.9K shares-5.10%2025-09-302025-10-30 TGT TARGET CORP24.5K shares-23.72%2025-09-302025-10-30 GEV GE VERNOVA INC3.5K shares0.92%2025-09-302025-10-30 DTE DTE ENERGY CO15.3K shares-2.27%2025-09-302025-10-30 PM PHILIP MORRIS INTL INC13.3K shares4.64%2025-09-302025-10-30 BOND PIMCO ETF TR22.6K shares0.53%2025-09-302025-10-30 AMP AMERIPRISE FINL INC4.3K shares-4.85%2025-09-302025-10-30 PCAR PACCAR INC21.3K shares7.51%2025-09-302025-10-30 USMV ISHARES TR21.2K shares0.43%2025-09-302025-10-30 DFAR DIMENSIONAL ETF TRUST84.4K shares-31.15%2025-09-302025-10-30 IWR ISHARES TR20.4K shares-1.56%2025-09-302025-10-30 MET METLIFE INC22.4K shares-0.17%2025-09-302025-10-30 SCHC SCHWAB STRATEGIC TR39.6K shares-1.89%2025-09-302025-10-30 TSN TYSON FOODS INC33.0K shares-7.58%2025-09-302025-10-30 TXN TEXAS INSTRS INC9.8K shares-1.53%2025-09-302025-10-30 IBDS ISHARES TR73.0K shares-9.20%2025-09-302025-10-30 WM WASTE MGMT INC DEL8.0K shares-4.17%2025-09-302025-10-30 MINT PIMCO ETF TR17.5K shares-8.02%2025-09-302025-10-30 NEE NEXTERA ENERGY INC22.8K shares-12.39%2025-09-302025-10-30 REGN REGENERON PHARMACEUTICALS3.0K shares-7.60%2025-09-302025-10-30 MDY SPDR S&P MIDCAP 400 ETF TR2.8K shares0.00%2025-09-302025-10-30 VV VANGUARD INDEX FDS5.4K shares-0.91%2025-09-302025-10-30 EMR EMERSON ELEC CO12.4K shares-3.04%2025-09-302025-10-30 SNA SNAP ON INC4.7K shares1.69%2025-09-302025-10-30 SHW SHERWIN WILLIAMS CO4.6K shares-1.45%2025-09-302025-10-30 OEF ISHARES TR4.6K shares-0.07%2025-09-302025-10-30 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-30 IBDQ ISHARES TR59.7K shares-3.28%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW1.6K shares2.49%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR5.2K shares13.65%2025-09-302025-10-30 STZ CONSTELLATION BRANDS INC10.9K shares-6.88%2025-09-302025-10-30 XLB SELECT SECTOR SPDR TR16.3K shares-3.71%2025-09-302025-10-30 CL COLGATE PALMOLIVE CO17.9K shares-3.01%2025-09-302025-10-30 GLW CORNING INC17.1K shares-3.33%2025-09-302025-10-30 MO ALTRIA GROUP INC20.8K shares20.24%2025-09-302025-10-30 XEL XCEL ENERGY INC16.3K shares8.84%2025-09-302025-10-30 IBDT ISHARES TR50.7K shares6.19%2025-09-302025-10-30 ALL ALLSTATE CORP6.0K shares-12.70%2025-09-302025-10-30 KDP KEURIG DR PEPPER INC50.0K shares0.23%2025-09-302025-10-30 IWD ISHARES TR6.2K shares-3.72%2025-09-302025-10-30 PMAY INNOVATOR ETFS TRUST32.5K shares-7.70%2025-09-302025-10-30 TROW PRICE T ROWE GROUP INC12.2K shares-7.03%2025-09-302025-10-30 CVS CVS HEALTH CORP16.4K shares-9.21%2025-09-302025-10-30 PRFZ INVESCO EXCHANGE TRADED FD T27.2K shares-2.13%2025-09-302025-10-30 PFE PFIZER INC47.1K shares-3.73%2025-09-302025-10-30 CARR CARRIER GLOBAL CORPORATION20.0K shares-0.19%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC3.4K shares20.28%2025-09-302025-10-30 JMST J P MORGAN EXCHANGE TRADED F23.1K shares410.15%2025-09-302025-10-30 BMY BRISTOL-MYERS SQUIBB CO25.6K shares-1.55%2025-09-302025-10-30 EEM ISHARES TR21.6K shares-0.22%2025-09-302025-10-30 ESGV VANGUARD WORLD FD9.4K shares1.56%2025-09-302025-10-30 WFC WELLS FARGO CO NEW13.2K shares-3.97%2025-09-302025-10-30 YUM YUM BRANDS INC7.3K shares-1.00%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN3.7K shares-0.11%2025-09-302025-10-30 GLD SPDR GOLD TR3.0K shares-5.02%2025-09-302025-10-30 ED CONSOLIDATED EDISON INC10.4K shares-0.07%2025-09-302025-10-30 STLD STEEL DYNAMICS INC7.5K sharesnew addition2025-09-302025-10-30 HST HOST HOTELS & RESORTS INC60.1K shares-5.76%2025-09-302025-10-30 PAUG INNOVATOR ETFS TRUST24.1K shares-25.83%2025-09-302025-10-30 XLU SELECT SECTOR SPDR TR11.7K shares-3.26%2025-09-302025-10-30 WEC WEC ENERGY GROUP INC8.8K shares7.69%2025-09-302025-10-30 DXCM DEXCOM INC15.1K shares-4.14%2025-09-302025-10-30 LQD ISHARES TR9.0K shares0.00%2025-09-302025-10-30 SPDW SPDR INDEX SHS FDS22.7K shares-0.99%2025-09-302025-10-30 MSI MOTOROLA SOLUTIONS INC2.1K shares-2.05%2025-09-302025-10-30 IAU ISHARES GOLD TR13.1K shares4.44%2025-09-302025-10-30 SBUX STARBUCKS CORP11.2K shares-2.94%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS15.7K shares9.79%2025-09-302025-10-30 GOVT ISHARES TR40.2K shares-5.80%2025-09-302025-10-30 STT STATE STR CORP8.0K shares-4.35%2025-09-302025-10-30 CF CF INDS HLDGS INC10.0K shares-0.19%2025-09-302025-10-30 OTIS OTIS WORLDWIDE CORP9.8K shares-28.08%2025-09-302025-10-30 SRE SEMPRA9.8K shares-6.91%2025-09-302025-10-30 IDU ISHARES TR7.9K shares0.00%2025-09-302025-10-30 PAGP PLAINS GP HLDGS L P47.3K shares62.86%2025-09-302025-10-30 VOE VANGUARD INDEX FDS4.9K shares26.77%2025-09-302025-10-30 HON HONEYWELL INTL INC4.0K shares-0.77%2025-09-302025-10-30 PNOV INNOVATOR ETFS TRUST20.2K shares-9.24%2025-09-302025-10-30 CBSH COMMERCE BANCSHARES INC13.8K shares0.01%2025-09-302025-10-30 RF REGIONS FINANCIAL CORP NEW31.3K shares22.41%2025-09-302025-10-30 HSY HERSHEY CO4.3K shares-1.29%2025-09-302025-10-30 F FORD MTR CO66.9K shares-0.43%2025-09-302025-10-30 IBIT ISHARES BITCOIN TRUST ETF12.0K shares17.56%2025-09-302025-10-30 MS MORGAN STANLEY4.9K shares-3.06%2025-09-302025-10-30 SYY SYSCO CORP9.4K shares-5.83%2025-09-302025-10-30 GD GENERAL DYNAMICS CORP2.2K shares-5.99%2025-09-302025-10-30 ITW ILLINOIS TOOL WKS INC2.9K shares-3.02%2025-09-302025-10-30 PNC PNC FINL SVCS GROUP INC3.8K shares-24.83%2025-09-302025-10-30 LKFN LAKELAND FINL CORP11.8K shares-0.54%2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares2.64%2025-09-302025-10-30 XLF SELECT SECTOR SPDR TR13.7K shares-3.91%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC4.5K shares-5.01%2025-09-302025-10-30 XLG INVESCO EXCHANGE TRADED FD T12.6K shares55.40%2025-09-302025-10-30 ETN EATON CORP PLC1.9K shares-9.07%2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR27.2K shares-8.29%2025-09-302025-10-30 MPC MARATHON PETE CORP3.7K shares-6.11%2025-09-302025-10-30 LHX L3HARRIS TECHNOLOGIES INC2.3K shares-0.43%2025-09-302025-10-30 INTC INTEL CORP20.7K shares-5.86%2025-09-302025-10-30 CP CANADIAN PACIFIC KANSAS CITY9.3K shares-2.01%2025-09-302025-10-30 PAYX PAYCHEX INC5.4K shares13.53%2025-09-302025-10-30 EPD ENTERPRISE PRODS PARTNERS L21.7K shares0.00%2025-09-302025-10-30 EVRG EVERGY INC8.8K shares31.67%2025-09-302025-10-30 AMGN AMGEN INC2.3K shares13.29%2025-09-302025-10-30 XLE SELECT SECTOR SPDR TR7.3K shares2.37%2025-09-302025-10-30 SPGI S&P GLOBAL INC1.3K shares-9.45%2025-09-302025-10-30 SHV ISHARES TR5.8K shares-32.08%2025-09-302025-10-30 EOG EOG RES INC5.7K shares-30.60%2025-09-302025-10-30 PRU PRUDENTIAL FINL INC6.1K shares0.72%2025-09-302025-10-30 IBDU ISHARES TR27.0K shares14.15%2025-09-302025-10-30 HNRG HALLADOR ENERGY COMPANY31.5K shares0.00%2025-09-302025-10-30 BLK BLACKROCK INC520 shares-10.19%2025-09-302025-10-30 IBDY ISHARES TR22.7K shares0.00%2025-09-302025-10-30 SLV ISHARES SILVER TR13.8K shares-6.25%2025-09-302025-10-30 BIL SPDR SERIES TRUST6.3K shares0.00%2025-09-302025-10-30 QCRH QCR HOLDINGS INC7.7K shares0.00%2025-09-302025-10-30 EGP EASTGROUP PPTYS INC3.4K shares-0.15%2025-09-302025-10-30 CMCSA COMCAST CORP NEW18.2K shares-9.35%2025-09-302025-10-30 LMT LOCKHEED MARTIN CORP1.1K shares-3.48%2025-09-302025-10-30 XLV SELECT SECTOR SPDR TR4.1K shares6.58%2025-09-302025-10-30 SPYM SPDR SERIES TRUST7.2K shares0.57%2025-09-302025-10-30 DIA SPDR DOW JONES INDL AVERAGE1.2K shares0.00%2025-09-302025-10-30 VIGI VANGUARD WHITEHALL FDS6.2K shares0.00%2025-09-302025-10-30 IYM ISHARES TR3.7K shares-3.40%2025-09-302025-10-30 SUSB ISHARES TR21.9K shares0.00%2025-09-302025-10-30 MTUM ISHARES TR2.1K shares-5.07%2025-09-302025-10-30 IYG ISHARES TR6.0K shares0.00%2025-09-302025-10-30 AEE AMEREN CORP5.0K shares-0.44%2025-09-302025-10-30 FDX FEDEX CORP2.2K shares32.71%2025-09-302025-10-30 PSA PUBLIC STORAGE OPER CO1.8K shares2.82%2025-09-302025-10-30 ES EVERSOURCE ENERGY7.2K shares-1.38%2025-09-302025-10-30 QCOM QUALCOMM INC3.1K shares-6.61%2025-09-302025-10-30 TJX TJX COS INC NEW3.5K shares3.08%2025-09-302025-10-30 FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2025-09-302025-10-30 TFC TRUIST FINL CORP11.0K shares-8.24%2025-09-302025-10-30 ICE INTERCONTINENTAL EXCHANGE IN3.0K shares1.12%2025-09-302025-10-30 ATO ATMOS ENERGY CORP2.9K shares-2.40%2025-09-302025-10-30 QQQM INVESCO EXCH TRADED FD TR II2.0K shares0.00%2025-09-302025-10-30 VSS VANGUARD INTL EQUITY INDEX F3.5K sharesnew addition2025-09-302025-10-30 PANW PALO ALTO NETWORKS INC2.4K shares0.00%2025-09-302025-10-30 DFSU DIMENSIONAL ETF TRUST11.5K shares0.00%2025-09-302025-10-30 SHEL SHELL PLC6.8K shares-2.76%2025-09-302025-10-30 USB US BANCORP DEL10.1K shares-0.43%2025-09-302025-10-30 OGE OGE ENERGY CORP10.5K shares0.14%2025-09-302025-10-30 IOCT INNOVATOR ETFS TRUST14.1K shares-30.10%2025-09-302025-10-30 D DOMINION ENERGY INC7.9K shares0.83%2025-09-302025-10-30 VGT VANGUARD WORLD FD644 shares1.26%2025-09-302025-10-30 IUSG ISHARES TR2.9K shares9.07%2025-09-302025-10-30 QUAL ISHARES TR2.5K shares7.28%2025-09-302025-10-30 TFI SPDR SERIES TRUST10.3K shares-16.12%2025-09-302025-10-30 ZTS ZOETIS INC3.2K shares-8.69%2025-09-302025-10-30 COR CENCORA INC1.5K shares1.50%2025-09-302025-10-30 UPS UNITED PARCEL SERVICE INC5.5K shares-15.41%2025-09-302025-10-30 KAPR INNOVATOR ETFS TRUST13.3K shares-24.44%2025-09-302025-10-30 KMB KIMBERLY-CLARK CORP3.7K shares8.55%2025-09-302025-10-30 VXUS VANGUARD STAR FDS6.1K shares0.00%2025-09-302025-10-30 LNC LINCOLN NATL CORP IND11.1K shares-0.14%2025-09-302025-10-30 ENB ENBRIDGE INC8.8K shares-14.51%2025-09-302025-10-30 OHI OMEGA HEALTHCARE INVS INC10.5K shares-6.38%2025-09-302025-10-30 KJAN INNOVATOR ETFS TRUST10.8K shares-16.33%2025-09-302025-10-30 PAVE GLOBAL X FDS9.1K shares-33.39%2025-09-302025-10-30 OZK BANK OZK LITTLE ROCK ARK8.5K shares-3.21%2025-09-302025-10-30 VOOG VANGUARD ADMIRAL FDS INC987 shares0.00%2025-09-302025-10-30 ZBH ZIMMER BIOMET HOLDINGS INC4.3K shares-0.16%2025-09-302025-10-30 MGK VANGUARD WORLD FD1.1K shares-36.74%2025-09-302025-10-30 GIS GENERAL MLS INC8.4K shares0.43%2025-09-302025-10-30 EFV ISHARES TR6.2K sharesnew addition2025-09-302025-10-30 PSX PHILLIPS 663.1K shares-9.56%2025-09-302025-10-30 WTRG ESSENTIAL UTILS INC10.5K shares0.00%2025-09-302025-10-30 CPK CHESAPEAKE UTILS CORP3.1K shares0.00%2025-09-302025-10-30 KMI KINDER MORGAN INC DEL14.4K shares0.07%2025-09-302025-10-30 IAPR INNOVATOR ETFS TRUST13.4K shares-31.54%2025-09-302025-10-30 DFUS DIMENSIONAL ETF TRUST5.5K shares57.82%2025-09-302025-10-30 CB CHUBB LIMITED1.4K shares-1.32%2025-09-302025-10-30 BX BLACKSTONE INC2.3K shares-3.70%2025-09-302025-10-30 USRT ISHARES TR6.8K shares-3.86%2025-09-302025-10-30 WMB WILLIAMS COS INC6.3K shares26.07%2025-09-302025-10-30 VMC VULCAN MATLS CO1.3K shares-2.93%2025-09-302025-10-30 CDE COEUR MNG INC20.7K shares17.25%2025-09-302025-10-30 ADI ANALOG DEVICES INC1.6K shares-18.53%2025-09-302025-10-30 HYD VANECK ETF TRUST7.3K sharesnew addition2025-09-302025-10-30 MDLZ MONDELEZ INTL INC5.9K shares-5.90%2025-09-302025-10-30 CRWD CROWDSTRIKE HLDGS INC756 shares1.61%2025-09-302025-10-30 CMA COMERICA INC5.3K shares-0.26%2025-09-302025-10-30 BND VANGUARD BD INDEX FDS4.9K shares-5.31%2025-09-302025-10-30 NKE NIKE INC5.2K shares-46.01%2025-09-302025-10-30 HRL HORMEL FOODS CORP14.3K shares0.57%2025-09-302025-10-30 COIN COINBASE GLOBAL INC1.0K shares3.38%2025-09-302025-10-30 KJUL INNOVATOR ETFS TRUST11.3K shares-28.96%2025-09-302025-10-30 SCHA SCHWAB STRATEGIC TR12.5K shares-1.58%2025-09-302025-10-30 SSB SOUTHSTATE BK CORP3.5K sharesnew addition2025-09-302025-10-30 UGI UGI CORP NEW10.2K shares-7.20%2025-09-302025-10-30 SWK STANLEY BLACK & DECKER INC4.5K shares-0.24%2025-09-302025-10-30 O REALTY INCOME CORP5.5K shares-2.23%2025-09-302025-10-30 IYW ISHARES TR1.7K shares-20.49%2025-09-302025-10-30 IJUL INNOVATOR ETFS TRUST10.1K shares-15.39%2025-09-302025-10-30 NTAP NETAPP INC2.8K shares13.85%2025-09-302025-10-30 CRM SALESFORCE INC1.4K shares-13.58%2025-09-302025-10-30 TRI THOMSON REUTERS CORP2.1K sharesnew addition2025-09-302025-10-30 IYH ISHARES TR5.5K shares0.00%2025-09-302025-10-30 BP BP PLC9.1K shares-26.68%2025-09-302025-10-30 HPE HEWLETT PACKARD ENTERPRISE C12.6K shares-0.87%2025-09-302025-10-30 XLP SELECT SECTOR SPDR TR3.9K sharesnew addition2025-09-302025-10-30 SCHZ SCHWAB STRATEGIC TR12.9K shares0.16%2025-09-302025-10-30 IJAN INNOVATOR ETFS TRUST8.5K shares-29.98%2025-09-302025-10-30 AWR AMER STATES WTR CO4.1K shares0.00%2025-09-302025-10-30 VSGX VANGUARD WORLD FD4.3K shares0.00%2025-09-302025-10-30 CEG CONSTELLATION ENERGY CORP888 shares11.14%2025-09-302025-10-30 PRK PARK NATL CORP1.8K shares0.00%2025-09-302025-10-30 TCAI TORTOISE CAPITAL SERIES TRUS9.8K sharesnew addition2025-09-302025-10-30 VXF VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-30 IJK ISHARES TR3.0K shares-1.75%2025-09-302025-10-30 YUMC YUM CHINA HLDGS INC6.6K shares-1.10%2025-09-302025-10-30 SCHW SCHWAB CHARLES CORP2.9K shares3.92%2025-09-302025-10-30 VBR VANGUARD INDEX FDS1.3K shares1.21%2025-09-302025-10-30 VNQ VANGUARD INDEX FDS3.0K shares-3.34%2025-09-302025-10-30 AEP AMERICAN ELEC PWR CO INC2.4K shares-0.75%2025-09-302025-10-30 NVS NOVARTIS AG2.1K shares-20.05%2025-09-302025-10-30 EQBK EQUITY BANCSHARES INC6.6K shares0.00%2025-09-302025-10-30 BKLC BNY MELLON ETF TRUST2.1K shares0.00%2025-09-302025-10-30 PPL PPL CORP7.1K shares-0.06%2025-09-302025-10-30 UBER UBER TECHNOLOGIES INC2.7K shares-0.41%2025-09-302025-10-30 MAR MARRIOTT INTL INC NEW994 shares-2.36%2025-09-302025-10-30 NUE NUCOR CORP1.9K shares-6.92%2025-09-302025-10-30 SCHK SCHWAB STRATEGIC TR8.0K shares0.25%2025-09-302025-10-30 FCAP FIRST CAP INC5.5K shares0.00%2025-09-302025-10-30 XYLD GLOBAL X FDS6.4K shares0.00%2025-09-302025-10-30 HAS HASBRO INC3.3K shares-5.73%2025-09-302025-10-30 IJJ ISHARES TR1.9K shares-2.99%2025-09-302025-10-30 C CITIGROUP INC2.4K shares1.53%2025-09-302025-10-30 GILD GILEAD SCIENCES INC2.2K sharesnew addition2025-09-302025-10-30 DFUV DIMENSIONAL ETF TRUST5.4K sharesnew addition2025-09-302025-10-30 NOW SERVICENOW INC263 shares-15.43%2025-09-302025-10-30 VCSH VANGUARD SCOTTSDALE FDS3.0K shares-4.26%2025-09-302025-10-30 LYB LYONDELLBASELL INDUSTRIES N4.8K shares15.03%2025-09-302025-10-30 JXN JACKSON FINANCIAL INC2.3K shares0.00%2025-09-302025-10-30 FTNT FORTINET INC2.8K shares0.94%2025-09-302025-10-30 WDFC WD 40 CO1.2K shares0.00%2025-09-302025-10-30 VRTX VERTEX PHARMACEUTICALS INC592 shares-63.00%2025-09-302025-10-30 MDT MEDTRONIC PLC2.4K shares-26.15%2025-09-302025-10-30 PLD PROLOGIS INC.2.0K shares-3.93%2025-09-302025-10-30 UL UNILEVER PLC3.9K shares-33.02%2025-09-302025-10-30 AZN ASTRAZENECA PLC2.9K sharesnew addition2025-09-302025-10-30 HBAN HUNTINGTON BANCSHARES INC12.3K shares-13.10%2025-09-302025-10-30 SOXX ISHARES TR783 sharesnew addition2025-09-302025-10-30 SLYV SPDR SERIES TRUST2.4K sharesnew addition2025-09-302025-10-30 KOCT INNOVATOR ETFS TRUST6.3K shares-51.44%2025-09-302025-10-30 APD AIR PRODS & CHEMS INC764 sharesnew addition2025-09-302025-10-30 NOV NOV INC15.5K shares-4.86%2025-09-302025-10-30 NJR NEW JERSEY RES CORP4.2K sharesnew addition2025-09-302025-10-30 JCI JOHNSON CTLS INTL PLC1.8K sharesnew addition2025-09-302025-10-30 CGGO CAPITAL GROUP GBL GROWTH EQT5.9K sharesnew addition2025-09-302025-10-30 BABA ALIBABA GROUP HLDG LTD1.1K sharesnew addition2025-09-302025-10-30 KBDC KAYNE ANDERSON BDC INC14.9K shares0.00%2025-09-302025-10-30 RIVN RIVIAN AUTOMOTIVE INC11.5K shares-20.63%2025-09-302025-10-30 HYT BLACKROCK CORPOR HI YLD FD I11.8K shares-0.39%2025-09-302025-10-30 PRPH PROPHASE LABS INC19.6K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available