The Analysis of Golden State Equity Partners's Holdings


Currently, Golden State Equity Partners holds 450 types of securities in its portfolio with a total value $593.0M. In the most recent quarter, they have increased their positions in PYLD (+108.3K shares, valued at $2.9M), LMBS (+44.4K shares, valued at $2.2M), BUFR (+46.0K shares, valued at $1.5M); decreased their positions in EMB (-9.7K shares, valued at $920.0K), ABBV (-3.1K shares, valued at $727.7K), WINN (-20.9K shares, valued at $651.8K); initiated new positions in PYLD (+108.3K shares, valued at $2.9M), LMBS (+44.4K shares, valued at $2.2M), BUFR (+46.0K shares, valued at $1.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION204.2K shares-1.67%2025-09-302025-10-21history
AAPL APPLE INC102.3K shares-0.63%2025-09-302025-10-21history
MSFT MICROSOFT CORP42.4K shares5.73%2025-09-302025-10-21history
AMZN AMAZON COM INC58.0K shares0.82%2025-09-302025-10-21history
GOOGL ALPHABET INC51.0K shares-2.79%2025-09-302025-10-21history
AVGO BROADCOM INC35.4K shares3.85%2025-09-302025-10-21history
JPM JPMORGAN CHASE & CO.31.2K shares-3.39%2025-09-302025-10-21history
AGG ISHARES TR94.4K shares12.71%2025-09-302025-10-21history
Sponsored
DGRW WISDOMTREE TR87.5K shares-2.31%2025-09-302025-10-21history
QQQ INVESCO QQQ TR12.6K shares6.30%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL13.8K shares0.30%2025-09-302025-10-21history
VOO VANGUARD INDEX FDS11.2K shares2.91%2025-09-302025-10-21history
TSLA TESLA INC14.0K shares-2.78%2025-09-302025-10-21history
META META PLATFORMS INC8.0K shares9.85%2025-09-302025-10-21history
IVV ISHARES TR8.4K shares14.34%2025-09-302025-10-21history
RTX RTX CORPORATION33.2K shares0.18%2025-09-302025-10-21history
Sponsored
NFLX NETFLIX INC4.5K shares2.96%2025-09-302025-10-21history
CRM SALESFORCE INC21.0K shares-6.79%2025-09-302025-10-21history
WINN HARBOR ETF TRUST158.5K shares-11.66%2025-09-302025-10-21history
WMT WALMART INC47.1K shares-1.65%2025-09-302025-10-21history
SDVY FIRST TR EXCHANGE-TRADED FD118.7K shares-7.10%2025-09-302025-10-21history
FBND FIDELITY MERRIMACK STR TR96.2K shares12.78%2025-09-302025-10-21history
IBM INTERNATIONAL BUSINESS MACHS14.9K shares26.12%2025-09-302025-10-21history
V VISA INC12.3K shares0.99%2025-09-302025-10-21history
Sponsored
DIVO AMPLIFY ETF TR89.8K shares5.22%2025-09-302025-10-21history
JNJ JOHNSON & JOHNSON21.5K shares20.49%2025-09-302025-10-21history
ABBV ABBVIE INC17.1K shares-15.52%2025-09-302025-10-21history
PLTR PALANTIR TECHNOLOGIES INC21.6K shares17.64%2025-09-302025-10-21history
SHY ISHARES TR44.4K shares8.59%2025-09-302025-10-21history
BAC BANK AMERICA CORP70.0K shares1.45%2025-09-302025-10-21history
HD HOME DEPOT INC8.8K shares-6.14%2025-09-302025-10-21history
HUSV FIRST TR EXCH TRADED FD III88.7K shares9.81%2025-09-302025-10-21history
Sponsored
COST COSTCO WHSL CORP NEW3.6K shares-5.74%2025-09-302025-10-21history
MCD MCDONALDS CORP10.5K shares1.87%2025-09-302025-10-21history
RDIV INVESCO EXCH TRADED FD TR II60.4K shares-1.11%2025-09-302025-10-21history
AGGY WISDOMTREE TR70.9K shares12.71%2025-09-302025-10-21history
SGOV ISHARES TR30.0K shares1.24%2025-09-302025-10-21history
WFC WELLS FARGO CO NEW34.7K shares1.35%2025-09-302025-10-21history
PYLD PIMCO ETF TR108.3K sharesnew addition2025-09-302025-10-21history
IWP ISHARES TR19.7K shares6.48%2025-09-302025-10-21history
Sponsored
NULG NUSHARES ETF TR26.9K shares4.43%2025-09-302025-10-21history
XOM EXXON MOBIL CORP23.4K shares-8.32%2025-09-302025-10-21history
JAAA JANUS DETROIT STR TR51.5K shares-11.99%2025-09-302025-10-21history
PTY PIMCO CORPORATE & INCOME OPP175.0K shares-0.43%2025-09-302025-10-21history
CVX CHEVRON CORP NEW15.6K shares-16.43%2025-09-302025-10-21history
VUG VANGUARD INDEX FDS5.0K shares3.28%2025-09-302025-10-21history
BSV VANGUARD BD INDEX FDS30.0K shares3.38%2025-09-302025-10-21history
LLY ELI LILLY & CO3.1K shares-0.29%2025-09-302025-10-21history
Sponsored
IUSB ISHARES TR50.0K shares1.13%2025-09-302025-10-21history
TJX TJX COS INC NEW16.0K shares101.02%2025-09-302025-10-21history
CAT CATERPILLAR INC4.8K shares18.47%2025-09-302025-10-21history
WCMI FIRST TR EXCHANGE-TRADED FD134.7K shares-1.06%2025-09-302025-10-21history
LMBS FIRST TR EXCHANGE-TRADED FD44.4K sharesnew addition2025-09-302025-10-21history
LNG CHENIERE ENERGY INC9.2K shares2.64%2025-09-302025-10-21history
IQDG WISDOMTREE TR54.2K shares0.01%2025-09-302025-10-21history
FLOT ISHARES TR42.1K shares-6.04%2025-09-302025-10-21history
Sponsored
MRK MERCK & CO INC25.6K shares-5.20%2025-09-302025-10-21history
AVAV AEROVIRONMENT INC6.7K shares0.16%2025-09-302025-10-21history
BLK BLACKROCK INC1.8K shares5.49%2025-09-302025-10-21history
CSCO CISCO SYS INC29.0K shares4.23%2025-09-302025-10-21history
MS MORGAN STANLEY12.2K shares-7.96%2025-09-302025-10-21history
DIA SPDR DOW JONES INDL AVERAGE4.2K shares2.18%2025-09-302025-10-21history
ORCL ORACLE CORP6.8K shares-4.55%2025-09-302025-10-21history
PM PHILIP MORRIS INTL INC11.7K shares193.32%2025-09-302025-10-21history
Sponsored
DSL DOUBLELINE INCOME SOLUTIONS153.2K shares0.28%2025-09-302025-10-21history
QCOM QUALCOMM INC11.2K shares-17.40%2025-09-302025-10-21history
VZ VERIZON COMMUNICATIONS INC41.4K shares5.00%2025-09-302025-10-21history
T AT&T INC63.7K shares7.62%2025-09-302025-10-21history
TSM TAIWAN SEMICONDUCTOR MFG LTD6.4K shares14.66%2025-09-302025-10-21history
JPST J P MORGAN EXCHANGE TRADED F34.7K shares-3.67%2025-09-302025-10-21history
IAU ISHARES GOLD TR24.0K shares29.43%2025-09-302025-10-21history
AR ANTERO RESOURCES CORP51.7K shares-0.40%2025-09-302025-10-21history
Sponsored
C CITIGROUP INC17.0K shares-21.56%2025-09-302025-10-21history
GOOG ALPHABET INC7.1K shares6.90%2025-09-302025-10-21history
HEFA ISHARES TR42.1K shares0.80%2025-09-302025-10-21history
IQSI NEW YORK LIFE INVESTMENTS ET48.6K shares5.91%2025-09-302025-10-21history
UPRO PROSHARES TR14.5K shares-1.35%2025-09-302025-10-21history
KO COCA COLA CO24.0K shares2.88%2025-09-302025-10-21history
VBK VANGUARD INDEX FDS5.3K shares9.20%2025-09-302025-10-21history
FTLS FIRST TR EXCH TRADED FD III22.3K shares27.35%2025-09-302025-10-21history
Sponsored
IEI ISHARES TR13.0K shares1.22%2025-09-302025-10-21history
MCK MCKESSON CORP2.0K shares116.49%2025-09-302025-10-21history
SCHG SCHWAB STRATEGIC TR48.6K shares-0.76%2025-09-302025-10-21history
USMV ISHARES TR16.3K shares-1.41%2025-09-302025-10-21history
AMD ADVANCED MICRO DEVICES INC9.6K shares4.08%2025-09-302025-10-21history
GD GENERAL DYNAMICS CORP4.5K shares-0.09%2025-09-302025-10-21history
SCHD SCHWAB STRATEGIC TR56.4K shares6.58%2025-09-302025-10-21history
BUFR FIRST TR EXCHNG TRADED FD VI46.0K sharesnew addition2025-09-302025-10-21history
Sponsored
TMUS T-MOBILE US INC6.3K shares-1.93%2025-09-302025-10-21history
AMGN AMGEN INC5.3K shares-9.73%2025-09-302025-10-21history
USHY ISHARES TR39.5K shares-7.47%2025-09-302025-10-21history
COP CONOCOPHILLIPS15.7K shares6.70%2025-09-302025-10-21history
NOBL PROSHARES TR14.1K shares-7.16%2025-09-302025-10-21history
GAL SSGA ACTIVE ETF TR29.4K shares-20.84%2025-09-302025-10-21history
RSP INVESCO EXCHANGE TRADED FD T7.6K shares40.94%2025-09-302025-10-21history
NEE NEXTERA ENERGY INC19.1K shares-19.54%2025-09-302025-10-21history
Sponsored
SRLN SSGA ACTIVE ETF TR34.6K shares-15.55%2025-09-302025-10-21history
IUSV ISHARES TR14.3K shares-7.27%2025-09-302025-10-21history
MIRM MIRUM PHARMACEUTICALS INC19.4K shares0.00%2025-09-302025-10-21history
TXN TEXAS INSTRS INC7.7K shares-4.81%2025-09-302025-10-21history
HDMV FIRST TR EXCH TRADED FD III39.8K shares23.17%2025-09-302025-10-21history
O REALTY INCOME CORP22.4K shares-1.21%2025-09-302025-10-21history
IWF ISHARES TR2.9K shares0.87%2025-09-302025-10-21history
CTRE CARETRUST REIT INC39.0K shares-0.21%2025-09-302025-10-21history
Sponsored
PG PROCTER AND GAMBLE CO8.8K shares3.09%2025-09-302025-10-21history
EPD ENTERPRISE PRODS PARTNERS L42.9K shares-3.16%2025-09-302025-10-21history
SCHW SCHWAB CHARLES CORP13.9K shares4.20%2025-09-302025-10-21history
PGR PROGRESSIVE CORP5.3K sharesnew addition2025-09-302025-10-21history
SPYM SPDR SERIES TRUST16.8K shares-2.04%2025-09-302025-10-21history
IEF ISHARES TR13.6K shares24.47%2025-09-302025-10-21history
GS GOLDMAN SACHS GROUP INC1.6K shares-11.10%2025-09-302025-10-21history
SPG SIMON PPTY GROUP INC NEW6.8K shares-20.67%2025-09-302025-10-21history
Sponsored
SPXT PROSHARES TR12.7K shares1.55%2025-09-302025-10-21history
IBHF ISHARES TR54.3K shares45.55%2025-09-302025-10-21history
SMH VANECK ETF TRUST3.9K shares3.26%2025-09-302025-10-21history
TMO THERMO FISHER SCIENTIFIC INC2.6K shares-13.95%2025-09-302025-10-21history
SRE SEMPRA14.0K shares-2.29%2025-09-302025-10-21history
FTSM FIRST TR EXCHANGE-TRADED FD20.7K shares-5.56%2025-09-302025-10-21history
KKR KKR & CO INC9.5K shares-5.17%2025-09-302025-10-21history
WM WASTE MGMT INC DEL5.5K shares283.31%2025-09-302025-10-21history
Sponsored
CRWD CROWDSTRIKE HLDGS INC2.5K shares5.69%2025-09-302025-10-21history
LMT LOCKHEED MARTIN CORP2.4K shares-13.87%2025-09-302025-10-21history
XLE SELECT SECTOR SPDR TR13.4K shares-4.69%2025-09-302025-10-21history
KTOS KRATOS DEFENSE & SEC SOLUTIO13.1K shares9.51%2025-09-302025-10-21history
IJR ISHARES TR9.9K shares-0.45%2025-09-302025-10-21history
LOW LOWES COS INC4.6K shares4.80%2025-09-302025-10-21history
CME CME GROUP INC4.3K shares10.11%2025-09-302025-10-21history
UNP UNION PAC CORP4.9K shares7.38%2025-09-302025-10-21history
Sponsored
MA MASTERCARD INCORPORATED2.0K shares1.31%2025-09-302025-10-21history
ABT ABBOTT LABS8.5K shares0.49%2025-09-302025-10-21history
LIN LINDE PLC2.4K shares1.89%2025-09-302025-10-21history
IEFA ISHARES TR12.9K shares3.64%2025-09-302025-10-21history
GEM GOLDMAN SACHS ETF TR27.4K shares-7.61%2025-09-302025-10-21history
BA BOEING CO5.1K shares16.84%2025-09-302025-10-21history
IJH ISHARES TR16.9K shares14.12%2025-09-302025-10-21history
VTV VANGUARD INDEX FDS5.8K shares-6.81%2025-09-302025-10-21history
Sponsored
ASML ASML HOLDING N V1.1K shares5.76%2025-09-302025-10-21history
GSST GOLDMAN SACHS ETF TR21.2K shares3.25%2025-09-302025-10-21history
PANW PALO ALTO NETWORKS INC5.2K shares5.61%2025-09-302025-10-21history
UDOW PROSHARES TR9.7K shares-1.54%2025-09-302025-10-21history
VTI VANGUARD INDEX FDS3.2K shares20.92%2025-09-302025-10-21history
HON HONEYWELL INTL INC4.9K shares2.99%2025-09-302025-10-21history
TLT ISHARES TR11.6K shares18.41%2025-09-302025-10-21history
IHDG WISDOMTREE TR22.3K shares5.30%2025-09-302025-10-21history
Sponsored
PAYX PAYCHEX INC8.0K shares1.57%2025-09-302025-10-21history
COIN COINBASE GLOBAL INC3.0K shares-2.42%2025-09-302025-10-21history
NOW SERVICENOW INC1.1K shares1.87%2025-09-302025-10-21history
XLK SELECT SECTOR SPDR TR3.6K shares-4.71%2025-09-302025-10-21history
UBER UBER TECHNOLOGIES INC10.2K shares2.06%2025-09-302025-10-21history
ECAT BLACKROCK ESG CAP ALLC TERM60.5K shares11.47%2025-09-302025-10-21history
LQDW ISHARES TR39.2K shares-5.54%2025-09-302025-10-21history
MTUM ISHARES TR3.8K shares18.56%2025-09-302025-10-21history
Sponsored
SPGI S&P GLOBAL INC2.0K shares-0.35%2025-09-302025-10-21history
ED CONSOLIDATED EDISON INC9.7K shares6.80%2025-09-302025-10-21history
JMUB J P MORGAN EXCHANGE TRADED F19.1K shares-0.07%2025-09-302025-10-21history
BSX BOSTON SCIENTIFIC CORP9.8K shares0.18%2025-09-302025-10-21history
APO APOLLO GLOBAL MGMT INC6.9K shares3.39%2025-09-302025-10-21history
CMI CUMMINS INC2.2K shares2.62%2025-09-302025-10-21history
IAG IAMGOLD CORP70.0K shares250.00%2025-09-302025-10-21history
ORI OLD REP INTL CORP21.3K shares2.81%2025-09-302025-10-21history
Sponsored
SPHD INVESCO EXCH TRADED FD TR II18.3K shares10.93%2025-09-302025-10-21history
MO ALTRIA GROUP INC13.6K shares14.54%2025-09-302025-10-21history
MMM 3M CO5.8K shares-31.61%2025-09-302025-10-21history
VCLT VANGUARD SCOTTSDALE FDS11.5K shares13.55%2025-09-302025-10-21history
ORLY OREILLY AUTOMOTIVE INC8.2K shares-0.55%2025-09-302025-10-21history
ELV ELEVANCE HEALTH INC FORMERLY2.7K shares118.27%2025-09-302025-10-21history
VTEB VANGUARD MUN BD FDS17.2K shares13.85%2025-09-302025-10-21history
BIBL NORTHERN LTS FD TR IV19.3K shares-4.63%2025-09-302025-10-21history
Sponsored
PEP PEPSICO INC6.1K shares-15.71%2025-09-302025-10-21history
TRTX TPG RE FIN TR INC99.7K shares-0.53%2025-09-302025-10-21history
EMB ISHARES TR8.9K shares-51.98%2025-09-302025-10-21history
SPAB SPDR SERIES TRUST32.3K shares17.53%2025-09-302025-10-21history
TWO TWO HBRS INVT CORP83.9K shares-1.21%2025-09-302025-10-21history
VGSH VANGUARD SCOTTSDALE FDS14.1K shares94.74%2025-09-302025-10-21history
VNLA JANUS DETROIT STR TR16.6K shares34.26%2025-09-302025-10-21history
UNH UNITEDHEALTH GROUP INC2.4K shares14.11%2025-09-302025-10-21history
Sponsored
GEV GE VERNOVA INC1.3K shares-3.57%2025-09-302025-10-21history
GBTC GRAYSCALE BITCOIN TRUST ETF9.0K shares-1.62%2025-09-302025-10-21history
GAP GAP INC37.7K shares97.13%2025-09-302025-10-21history
WMB WILLIAMS COS INC12.7K shares6.20%2025-09-302025-10-21history
NOC NORTHROP GRUMMAN CORP1.3K shares2.48%2025-09-302025-10-21history
NVO NOVO-NORDISK A S14.3K shares-5.13%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR1.2K shares1.71%2025-09-302025-10-21history
ALL ALLSTATE CORP3.7K shares8.45%2025-09-302025-10-21history
Sponsored
SO SOUTHERN CO8.3K shares3.97%2025-09-302025-10-21history
DUK DUKE ENERGY CORP NEW6.3K shares3.76%2025-09-302025-10-21history
ARES ARES MANAGEMENT CORPORATION4.9K shares2.34%2025-09-302025-10-21history
PEG PUBLIC SVC ENTERPRISE GRP IN9.2K shares-6.35%2025-09-302025-10-21history
STWD STARWOOD PPTY TR INC39.4K shares-0.02%2025-09-302025-10-21history
VEA VANGUARD TAX-MANAGED FDS12.7K shares0.71%2025-09-302025-10-21history
ETN EATON CORP PLC2.0K shares92.34%2025-09-302025-10-21history
DRI DARDEN RESTAURANTS INC4.0K shares10.15%2025-09-302025-10-21history
Sponsored
UL UNILEVER PLC12.7K shares-7.45%2025-09-302025-10-21history
PFE PFIZER INC28.9K shares0.38%2025-09-302025-10-21history
URI UNITED RENTALS INC762 shares-0.91%2025-09-302025-10-21history
CB CHUBB LIMITED2.6K shares-30.64%2025-09-302025-10-21history
WSO WATSCO INC1.8K shares18.45%2025-09-302025-10-21history
SNA SNAP ON INC2.1K shares-0.43%2025-09-302025-10-21history
MSI MOTOROLA SOLUTIONS INC1.6K shares13.83%2025-09-302025-10-21history
GUG GUGGENHEIM ACTIVE ALLOC FD45.3K shares14.11%2025-09-302025-10-21history
Sponsored
VCIT VANGUARD SCOTTSDALE FDS8.4K shares0.00%2025-09-302025-10-21history
AXP AMERICAN EXPRESS CO2.1K shares82.37%2025-09-302025-10-21history
LAMR LAMAR ADVERTISING CO NEW5.7K shares13.94%2025-09-302025-10-21history
USA LIBERTY ALL STAR EQUITY FD110.3K shares-0.55%2025-09-302025-10-21history
IWR ISHARES TR7.2K shares-0.39%2025-09-302025-10-21history
TIP ISHARES TR6.3K shares8.64%2025-09-302025-10-21history
DKS DICKS SPORTING GOODS INC3.1K sharesnew addition2025-09-302025-10-21history
SHW SHERWIN WILLIAMS CO2.0K shares117.36%2025-09-302025-10-21history
Sponsored
IVE ISHARES TR3.3K shares0.00%2025-09-302025-10-21history
VGT VANGUARD WORLD FD912 shares-4.00%2025-09-302025-10-21history
GL GLOBE LIFE INC4.7K shares-29.83%2025-09-302025-10-21history
USIG ISHARES TR12.9K shares0.55%2025-09-302025-10-21history
COF CAPITAL ONE FINL CORP3.1K shares6.41%2025-09-302025-10-21history
IRM IRON MTN INC DEL6.4K shares1.40%2025-09-302025-10-21history
VNQ VANGUARD INDEX FDS7.2K shares14.72%2025-09-302025-10-21history
MLPA GLOBAL X FDS13.5K shares-6.67%2025-09-302025-10-21history
Sponsored
ISRG INTUITIVE SURGICAL INC1.5K shares15.76%2025-09-302025-10-21history
STX SEAGATE TECHNOLOGY HLDNGS PL2.8K shares5.26%2025-09-302025-10-21history
OKE ONEOK INC NEW8.9K shares-0.09%2025-09-302025-10-21history
BOXX EA SERIES TRUST5.7K shares194.81%2025-09-302025-10-21history
CMCSA COMCAST CORP NEW20.2K shares4.87%2025-09-302025-10-21history
BKLN INVESCO EXCH TRADED FD TR II30.3K shares-14.34%2025-09-302025-10-21history
KLAC KLA CORP587 shares9.31%2025-09-302025-10-21history
DGRS WISDOMTREE TR12.7K shares5.21%2025-09-302025-10-21history
Sponsored
SPOT SPOTIFY TECHNOLOGY S A900 shares152.10%2025-09-302025-10-21history
SPLV INVESCO EXCH TRADED FD TR II8.4K shares-5.59%2025-09-302025-10-21history
LEN LENNAR CORP4.9K shares7.29%2025-09-302025-10-21history
IWB ISHARES TR1.7K shares0.12%2025-09-302025-10-21history
KVUE KENVUE INC37.8K shares-12.81%2025-09-302025-10-21history
FCX FREEPORT-MCMORAN INC15.6K shares2.31%2025-09-302025-10-21history
AZN ASTRAZENECA PLC7.9K shares12.14%2025-09-302025-10-21history
ECL ECOLAB INC2.2K shares-6.47%2025-09-302025-10-21history
Sponsored
BND VANGUARD BD INDEX FDS8.1K shares1.05%2025-09-302025-10-21history
SGVT SCHWAB STRATEGIC TR5.8K sharesnew addition2025-09-302025-10-21history
LDOS LEIDOS HOLDINGS INC3.1K shares-48.62%2025-09-302025-10-21history
OBDC BLUE OWL CAPITAL CORPORATION45.6K shares0.00%2025-09-302025-10-21history
EPI WISDOMTREE TR13.1K shares0.73%2025-09-302025-10-21history
PNR PENTAIR PLC5.2K sharesnew addition2025-09-302025-10-21history
BRO BROWN & BROWN INC6.1K shares10.11%2025-09-302025-10-21history
GAB GABELLI EQUITY TR INC93.9K shares-1.97%2025-09-302025-10-21history
Sponsored
VO VANGUARD INDEX FDS1.9K shares5.03%2025-09-302025-10-21history
DIS DISNEY WALT CO4.9K shares-14.26%2025-09-302025-10-21history
FAST FASTENAL CO11.4K sharesnew addition2025-09-302025-10-21history
COR CENCORA INC1.8K shares2.98%2025-09-302025-10-21history
DHR DANAHER CORPORATION2.8K shares41.49%2025-09-302025-10-21history
CLF CLEVELAND-CLIFFS INC NEW44.9K shares195.23%2025-09-302025-10-21history
REGN REGENERON PHARMACEUTICALS946 shares8.11%2025-09-302025-10-21history
GOVT ISHARES TR23.0K shares11.35%2025-09-302025-10-21history
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JCI JOHNSON CTLS INTL PLC4.8K shares14.43%2025-09-302025-10-21history
ADP AUTOMATIC DATA PROCESSING IN1.8K shares0.69%2025-09-302025-10-21history
MDLZ MONDELEZ INTL INC8.2K shares17.56%2025-09-302025-10-21history
CTAS CINTAS CORP2.5K shares-4.32%2025-09-302025-10-21history
AIG AMERICAN INTL GROUP INC6.5K shares17.40%2025-09-302025-10-21history
EMR EMERSON ELEC CO3.9K sharesnew addition2025-09-302025-10-21history
DFAE DIMENSIONAL ETF TRUST16.0K shares0.60%2025-09-302025-10-21history
ADC AGREE RLTY CORP7.0K shares-0.93%2025-09-302025-10-21history
Sponsored
GPC GENUINE PARTS CO3.6K shares-2.22%2025-09-302025-10-21history
SAP SAP SE1.8K shares-2.89%2025-09-302025-10-21history
MAIN MAIN STR CAP CORP7.7K shares0.00%2025-09-302025-10-21history
NUEM NUSHARES ETF TR13.7K shares5.51%2025-09-302025-10-21history
TLTW ISHARES TR20.8K shares45.51%2025-09-302025-10-21history
KMI KINDER MORGAN INC DEL17.1K shares2.20%2025-09-302025-10-21history
PWRD TCW ETF TRUST5.0K sharesnew addition2025-09-302025-10-21history
BDX BECTON DICKINSON & CO2.5K shares31.49%2025-09-302025-10-21history
Sponsored
IEMG ISHARES INC7.2K shares7.99%2025-09-302025-10-21history
GBDC GOLUB CAP BDC INC34.6K shares0.00%2025-09-302025-10-21history
SMLF ISHARES TR6.4K shares1.05%2025-09-302025-10-21history
AEM AGNICO EAGLE MINES LTD2.8K shares-9.19%2025-09-302025-10-21history
PTRB PGIM ETF TR11.1K shares2.93%2025-09-302025-10-21history
CAH CARDINAL HEALTH INC3.0K shares3.36%2025-09-302025-10-21history
HOLX HOLOGIC INC6.9K shares10.12%2025-09-302025-10-21history
STRL STERLING INFRASTRUCTURE INC1.4K shares-22.54%2025-09-302025-10-21history
Sponsored
ES EVERSOURCE ENERGY6.5K sharesnew addition2025-09-302025-10-21history
ADBE ADOBE INC1.3K shares0.00%2025-09-302025-10-21history
CINF CINCINNATI FINL CORP2.9K shares-5.67%2025-09-302025-10-21history
ATO ATMOS ENERGY CORP2.7K shares-6.10%2025-09-302025-10-21history
BIL SPDR SERIES TRUST5.0K shares11.40%2025-09-302025-10-21history
AFL AFLAC INC4.1K shares8.88%2025-09-302025-10-21history
HEWJ ISHARES TR9.2K shares-1.43%2025-09-302025-10-21history
MUNI PIMCO ETF TR8.6K shares-0.12%2025-09-302025-10-21history
Sponsored
MMIT NEW YORK LIFE INVTS ACTIVE E18.4K shares-0.10%2025-09-302025-10-21history
HLT HILTON WORLDWIDE HLDGS INC1.7K shares5.49%2025-09-302025-10-21history
TQQQ PROSHARES TR4.3K shares-3.49%2025-09-302025-10-21history
ACN ACCENTURE PLC IRELAND1.8K shares-9.79%2025-09-302025-10-21history
CCI CROWN CASTLE INC4.6K shares2.77%2025-09-302025-10-21history
ENB ENBRIDGE INC8.5K shares4.62%2025-09-302025-10-21history
GLD SPDR GOLD TR1.2K shares7.59%2025-09-302025-10-21history
WEC WEC ENERGY GROUP INC3.7K shares1.44%2025-09-302025-10-21history
Sponsored
PPL PPL CORP11.5K shares9.34%2025-09-302025-10-21history
APH AMPHENOL CORP NEW3.4K shares33.04%2025-09-302025-10-21history
GPIQ GOLDMAN SACHS ETF TR8.1K sharesnew addition2025-09-302025-10-21history
OMFL INVESCO EXCH TRD SLF IDX FD7.0K shares-1.76%2025-09-302025-10-21history
SMCI SUPER MICRO COMPUTER INC8.8K shares-5.60%2025-09-302025-10-21history
WELL WELLTOWER INC2.4K shares6.87%2025-09-302025-10-21history
PTL NORTHERN LTS FD TR IV1.7K shares-0.94%2025-09-302025-10-21history
TDV PROSHARES TR4.8K shares-1.02%2025-09-302025-10-21history
Sponsored
BOND PIMCO ETF TR4.5K shares17.59%2025-09-302025-10-21history
FALN ISHARES TR15.0K shares3.85%2025-09-302025-10-21history
GRNB VANECK ETF TRUST17.0K shares17.48%2025-09-302025-10-21history
GE GE AEROSPACE1.4K shares11.24%2025-09-302025-10-21history
IESC IES HLDGS INC1.0K shares0.00%2025-09-302025-10-21history
WDAY WORKDAY INC1.7K shares-30.52%2025-09-302025-10-21history
KMB KIMBERLY-CLARK CORP3.2K shares-45.75%2025-09-302025-10-21history
DFAU DIMENSIONAL ETF TRUST8.7K shares1.00%2025-09-302025-10-21history
Sponsored
AMT AMERICAN TOWER CORP NEW2.0K shares82.78%2025-09-302025-10-21history
RDVY FIRST TR EXCHANGE TRADED FD5.9K shares0.00%2025-09-302025-10-21history
PHM PULTE GROUP INC3.0K shares14.47%2025-09-302025-10-21history
DLR DIGITAL RLTY TR INC2.3K shares4.22%2025-09-302025-10-21history
GM GENERAL MTRS CO6.4K shares9.80%2025-09-302025-10-21history
MU MICRON TECHNOLOGY INC2.3K shares-1.23%2025-09-302025-10-21history
BP BP PLC11.2K shares17.78%2025-09-302025-10-21history
VLO VALERO ENERGY CORP2.2K shares2.65%2025-09-302025-10-21history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF5.9K shares0.00%2025-09-302025-10-21history
IYW ISHARES TR1.9K shares-6.03%2025-09-302025-10-21history
HBAN HUNTINGTON BANCSHARES INC21.9K shares0.43%2025-09-302025-10-21history
DFIS DIMENSIONAL ETF TRUST11.9K shares0.00%2025-09-302025-10-21history
RWT REDWOOD TRUST INC64.7K shares-3.00%2025-09-302025-10-21history
PLD PROLOGIS INC.3.3K shares6.01%2025-09-302025-10-21history
USO UNITED STS OIL FD LP5.0K shares2.08%2025-09-302025-10-21history
XSOE WISDOMTREE TR9.8K shares0.00%2025-09-302025-10-21history
Sponsored
APP APPLOVIN CORP515 sharesnew addition2025-09-302025-10-21history
DYNF BLACKROCK ETF TRUST6.1K sharesnew addition2025-09-302025-10-21history
ROP ROPER TECHNOLOGIES INC717 shares13.45%2025-09-302025-10-21history
LUV SOUTHWEST AIRLS CO11.1K shares6.30%2025-09-302025-10-21history
BEN FRANKLIN RESOURCES INC15.2K sharesnew addition2025-09-302025-10-21history
GWW GRAINGER W W INC367 sharesnew addition2025-09-302025-10-21history
LRCX LAM RESEARCH CORP2.6K shares7.25%2025-09-302025-10-21history
ANET ARISTA NETWORKS INC2.4K shares-8.48%2025-09-302025-10-21history
Sponsored
RHP RYMAN HOSPITALITY PPTYS INC3.9K shares14.45%2025-09-302025-10-21history
IBDV ISHARES TR15.6K shares66.84%2025-09-302025-10-21history
SAN BANCO SANTANDER S.A.32.9K shares-1.63%2025-09-302025-10-21history
SCHZ SCHWAB STRATEGIC TR14.6K shares0.00%2025-09-302025-10-21history
HSBC HSBC HLDGS PLC4.8K sharesnew addition2025-09-302025-10-21history
FHB FIRST HAWAIIAN INC13.7K shares1.13%2025-09-302025-10-21history
SOXX ISHARES TR1.3K shares1.79%2025-09-302025-10-21history
WDIV SPDR INDEX SHS FDS4.7K shares0.00%2025-09-302025-10-21history
Sponsored
HYGW ISHARES TR11.0K shares-13.93%2025-09-302025-10-21history
CP CANADIAN PACIFIC KANSAS CITY4.5K shares-0.11%2025-09-302025-10-21history
EVRG EVERGY INC4.4K shares-2.50%2025-09-302025-10-21history
FDUS FIDUS INVT CORP16.3K shares3.59%2025-09-302025-10-21history
XLF SELECT SECTOR SPDR TR6.1K shares-1.95%2025-09-302025-10-21history
GPI GROUP 1 AUTOMOTIVE INC749 shares-2.35%2025-09-302025-10-21history
CCEP COCA-COLA EUROPACIFIC PARTNE3.6K shares-5.18%2025-09-302025-10-21history
ITA ISHARES TR1.6K sharesnew addition2025-09-302025-10-21history
Sponsored
FDX FEDEX CORP1.4K shares4.51%2025-09-302025-10-21history
TRV TRAVELERS COMPANIES INC1.1K shares-19.89%2025-09-302025-10-21history
LHX L3HARRIS TECHNOLOGIES INC1.0K shares-7.28%2025-09-302025-10-21history
TEL TE CONNECTIVITY PLC1.4K sharesnew addition2025-09-302025-10-21history
FSK FS KKR CAP CORP21.0K shares22.02%2025-09-302025-10-21history
BTI BRITISH AMERN TOB PLC5.8K shares12.90%2025-09-302025-10-21history
ACVF ETF OPPORTUNITIES TRUST6.3K shares-2.52%2025-09-302025-10-21history
ADI ANALOG DEVICES INC1.3K shares-37.21%2025-09-302025-10-21history
Sponsored
FWONK LIBERTY MEDIA CORP DEL2.9K shares-26.76%2025-09-302025-10-21history
CDNS CADENCE DESIGN SYSTEM INC868 shares0.93%2025-09-302025-10-21history
HWM HOWMET AEROSPACE INC1.5K shares-15.00%2025-09-302025-10-21history
EFV ISHARES TR4.3K shares-3.50%2025-09-302025-10-21history
EQIN COLUMBIA ETF TR I6.2K shares5.10%2025-09-302025-10-21history
SCHJ SCHWAB STRATEGIC TR11.5K shares4.55%2025-09-302025-10-21history
SE SEA LTD1.6K sharesnew addition2025-09-302025-10-21history
BN BROOKFIELD CORP4.1K shares-1.60%2025-09-302025-10-21history
Sponsored
AUSF GLOBAL X FDS6.1K shares-52.22%2025-09-302025-10-21history
SGMO SANGAMO THERAPEUTICS INC418.9K shares6.89%2025-09-302025-10-21history
ROKU ROKU INC2.8K shares-8.41%2025-09-302025-10-21history
DFEN DIREXION SHS ETF TR4.1K shares4.67%2025-09-302025-10-21history
MAR MARRIOTT INTL INC NEW1.1K shares-0.37%2025-09-302025-10-21history
CTVA CORTEVA INC4.1K shares9.99%2025-09-302025-10-21history
XLY SELECT SECTOR SPDR TR1.2K shares-6.00%2025-09-302025-10-21history
VMC VULCAN MATLS CO895 shares-6.96%2025-09-302025-10-21history
Sponsored
QQQM INVESCO EXCH TRADED FD TR II1.1K shares6.81%2025-09-302025-10-21history
VRT VERTIV HOLDINGS CO1.8K shares1.56%2025-09-302025-10-21history
DTE DTE ENERGY CO1.9K shares2.07%2025-09-302025-10-21history
MET METLIFE INC3.3K shares-5.08%2025-09-302025-10-21history
XLU SELECT SECTOR SPDR TR3.1K sharesnew addition2025-09-302025-10-21history
EEM ISHARES TR5.0K sharesnew addition2025-09-302025-10-21history
MGC VANGUARD WORLD FD1.1K shares6.56%2025-09-302025-10-21history
IR INGERSOLL RAND INC3.2K shares5.07%2025-09-302025-10-21history
Sponsored
CL COLGATE PALMOLIVE CO3.3K shares15.42%2025-09-302025-10-21history
ICE INTERCONTINENTAL EXCHANGE IN1.5K shares-2.84%2025-09-302025-10-21history
NRG NRG ENERGY INC1.6K shares4.75%2025-09-302025-10-21history
PSA PUBLIC STORAGE OPER CO888 shares2.90%2025-09-302025-10-21history
PH PARKER-HANNIFIN CORP338 shares-3.70%2025-09-302025-10-21history
KEY KEYCORP13.7K shares0.07%2025-09-302025-10-21history
BUFQ FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2025-09-302025-10-21history
MDT MEDTRONIC PLC2.7K sharesnew addition2025-09-302025-10-21history
Sponsored
RRX REGAL REXNORD CORPORATION1.8K shares25.44%2025-09-302025-10-21history
ISMD NORTHERN LTS FD TR IV6.5K sharesnew addition2025-09-302025-10-21history
PAGP PLAINS GP HLDGS L P13.7K shares0.00%2025-09-302025-10-21history
PNC PNC FINL SVCS GROUP INC1.2K shares-1.51%2025-09-302025-10-21history
IONQ IONQ INC4.0K sharesnew addition2025-09-302025-10-21history
RSG REPUBLIC SVCS INC1.1K sharesnew addition2025-09-302025-10-21history
DELL DELL TECHNOLOGIES INC1.7K shares-1.60%2025-09-302025-10-21history
DE DEERE & CO530 shares2.51%2025-09-302025-10-21history
Sponsored
RISN NORTHERN LTS FD TR IV8.1K shares-6.09%2025-09-302025-10-21history
DGX QUEST DIAGNOSTICS INC1.3K shares-5.48%2025-09-302025-10-21history
TPHD TIMOTHY PLAN6.1K shares3.99%2025-09-302025-10-21history
PSX PHILLIPS 661.8K shares-0.57%2025-09-302025-10-21history
EAGG ISHARES TR4.9K shares0.91%2025-09-302025-10-21history
SHEL SHELL PLC3.3K shares-2.69%2025-09-302025-10-21history
PNQI INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2025-09-302025-10-21history
IBN ICICI BANK LIMITED7.7K shares2.26%2025-09-302025-10-21history
Sponsored
HSY HERSHEY CO1.2K sharesnew addition2025-09-302025-10-21history
SHV ISHARES TR2.1K shares0.00%2025-09-302025-10-21history
URTY PROSHARES TR4.3K sharesnew addition2025-09-302025-10-21history
SHOP SHOPIFY INC1.5K sharesnew addition2025-09-302025-10-21history
BJ BJS WHSL CLUB HLDGS INC2.4K shares3.37%2025-09-302025-10-21history
VST VISTRA CORP1.1K sharesnew addition2025-09-302025-10-21history
SNY SANOFI SA4.7K shares-14.96%2025-09-302025-10-21history
INTC INTEL CORP6.7K sharesnew addition2025-09-302025-10-21history
Sponsored
GRID FIRST TR EXCHANGE TRADED FD1.5K sharesnew addition2025-09-302025-10-21history
ARCC ARES CAPITAL CORP10.9K shares12.62%2025-09-302025-10-21history
INTU INTUIT322 sharesnew addition2025-09-302025-10-21history
EFA ISHARES TR2.3K sharesnew addition2025-09-302025-10-21history
DTCR GLOBAL X FDS10.7K shares5.42%2025-09-302025-10-21history
ETHE GRAYSCALE ETHEREUM TRUST ETF6.4K sharesnew addition2025-09-302025-10-21history
DSI ISHARES TR1.7K shares-5.04%2025-09-302025-10-21history
FUMB FIRST TR EXCH TRADED FD III10.7K shares-2.16%2025-09-302025-10-21history
Sponsored
VXUS VANGUARD STAR FDS2.9K shares0.10%2025-09-302025-10-21history
MTGP WISDOMTREE TR4.8K shares0.00%2025-09-302025-10-21history
XEL XCEL ENERGY INC2.6K sharesnew addition2025-09-302025-10-21history
VGK VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2025-09-302025-10-21history
IGV ISHARES TR1.8K sharesnew addition2025-09-302025-10-21history
ZTS ZOETIS INC1.4K sharesnew addition2025-09-302025-10-21history
XYZ BLOCK INC2.9K sharesnew addition2025-09-302025-10-21history
POST POST HLDGS INC1.9K sharesnew addition2025-09-302025-10-21history
Sponsored
RCL ROYAL CARIBBEAN GROUP639 sharesnew addition2025-09-302025-10-21history
CASY CASEYS GEN STORES INC365 sharesnew addition2025-09-302025-10-21history
GEHC GE HEALTHCARE TECHNOLOGIES I2.7K sharesnew addition2025-09-302025-10-21history
AJG GALLAGHER ARTHUR J & CO663 sharesnew addition2025-09-302025-10-21history
MMC MARSH & MCLENNAN COS INC1.0K sharesnew addition2025-09-302025-10-21history
CMF ISHARES TR3.5K sharesnew addition2025-09-302025-10-21history
IWM ISHARES TR836 shares-11.81%2025-09-302025-10-21history
CLIP GLOBAL X FDS2.0K sharesnew addition2025-09-302025-10-21history
Sponsored
SNPS SYNOPSYS INC407 shares4.09%2025-09-302025-10-21history
DEO DIAGEO PLC2.1K shares-14.20%2025-09-302025-10-21history
AVTR AVANTOR INC14.9K shares4.06%2025-09-302025-10-21history
UAA UNDER ARMOUR INC35.8K sharesnew addition2025-09-302025-10-21history
ETY EATON VANCE TAX-MANAGED DIVE11.0K shares0.00%2025-09-302025-10-21history
HLN HALEON PLC18.1K shares16.03%2025-09-302025-10-21history
NUV NUVEEN MUN VALUE FD INC17.6K shares9.59%2025-09-302025-10-21history
TU TELUS CORPORATION10.0K shares0.00%2025-09-302025-10-21history
Sponsored
MBLY MOBILEYE GLOBAL INC11.1K shares2.79%2025-09-302025-10-21history
PGX INVESCO EXCH TRADED FD TR II13.0K shares0.00%2025-09-302025-10-21history
AES AES CORP10.4K sharesnew addition2025-09-302025-10-21history
MUC BLACKROCK MUNIHLDNGS CALI QL12.1K shares0.00%2025-09-302025-10-21history
UNIT UNITI GROUP LLC19.1K sharesnew addition2025-09-302025-10-21history
AXL AMERICAN AXLE & MFG HLDGS IN15.0K shares0.00%2025-09-302025-10-21history
MREO MEREO BIOPHARMA GROUP PLC19.9K shares0.00%2025-09-302025-10-21history
BYND BEYOND MEAT INC20.0K shares0.00%2025-09-302025-10-21history
Sponsored
NFE NEW FORTRESS ENERGY INC10.8K shares0.00%2025-09-302025-10-21history
EXPEDIA GROUP INC EXPEDIA GROUP INC16.0K shares0.00%2025-09-302025-10-21history

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