The Analysis of Grey Fox Wealth Advisors, LLC's Holdings
Currently, Grey Fox Wealth Advisors, LLC holds 658 types of securities in its portfolio with a total value $490.5M. In the most recent quarter, they have increased their positions in BIV (+52.7K shares, valued at $4.1M), VTV (+18.1K shares, valued at $3.4M), VEA (+48.9K shares, valued at $2.9M); decreased their positions in N/A (-23.9K shares, valued at $5.1M), N/A (-15.1K shares, valued at $595.5K), N/A (-27.6K shares, valued at $228.5K); initiated new positions in VOO (+2.0K shares, valued at $1.2M), N/A (+61.8K shares, valued at $544.7K), N/A (+4.3K shares, valued at $440.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV Vanguard Value ETF325.6K shares5.90%2025-09-302025-10-29
VUG Vanguard Growth ETF120.9K shares3.98%2025-09-302025-10-29 VEA Vanguard FTSE Developed Markets ETF656.8K shares8.05%2025-09-302025-10-29 AGG iShares Core US Aggregate Bond ETF282.3K shares-0.17%2025-09-302025-10-29 VBR Vanguard Small Cap Value ETF120.0K shares4.54%2025-09-302025-10-29 VO Vanguard Mid Cap ETF IV71.6K shares5.57%2025-09-302025-10-29 SLYG SPDR S&P 600 Small Cap Growth ETF164.2K shares6.67%2025-09-302025-10-29 BIV Vanguard Intermediate Term Bond ETF191.8K shares37.94%2025-09-302025-10-29 VCSH Vanguard Short Term Cor BD ETF IV180.1K shares4.00%2025-09-302025-10-29 SPEM SPDR Index Shares Emerg Markt ETF IV196.8K shares5.65%2025-09-302025-10-29 VNQ Vanguard Real Estate ETF91.7K shares8.08%2025-09-302025-10-29 AAPL Apple Inc30.3K shares1.40%2025-09-302025-10-29 USHY iShares Broad Usd HG YLD CRP BND ETF177.3K shares5.69%2025-09-302025-10-29 NVDA Nvidia Corp32.5K shares0.26%2025-09-302025-10-29 SCHV Schwab US Large Cap Value ETF181.7K shares-0.64%2025-09-302025-10-29 BLV Vanguard Long Term Bond ETF74.1K shares15.51%2025-09-302025-10-29 SCHP Schwab US TIPS ETF191.1K shares6.67%2025-09-302025-10-29 EFA iShares MSCI EAFE ETF54.5K shares-0.02%2025-09-302025-10-29 BNDX Vanguard Total International Bond Et88.4K shares1.60%2025-09-302025-10-29 IJH iShares Core S&P Mid Cap ETF63.1K shares-1.26%2025-09-302025-10-29 VWO Vanguard FTSE Emerging Markets ETF66.7K shares3.17%2025-09-302025-10-29 SCHZ Schwab US Aggregate Bond ETF140.2K shares-0.02%2025-09-302025-10-29 IWO iShares Russell 2000 Growth ETF9.7K shares-0.08%2025-09-302025-10-29 VONG Vanguard Russell 1000 Growth ETF22.5K shares-0.22%2025-09-302025-10-29 GOOGL Alphabet Inc. Class A10.9K shares-3.32%2025-09-302025-10-29 VTWG Vanguard Russell 2000 Growth ETF11.0K shares2.01%2025-09-302025-10-29 DFAC Dimensional U S Core Equity 2 ETF59.4K shares0.28%2025-09-302025-10-29 VTEB Vanguard Muni BND Tax Exempt ETF43.2K shares1.67%2025-09-302025-10-29 MUB iShares National Muni Bond ETF18.6K shares5.74%2025-09-302025-10-29 JNJ Johnson & Johnson10.4K shares-0.86%2025-09-302025-10-29 BSV Vanguard Short-Term Bond ETF IV23.6K shares-1.04%2025-09-302025-10-29 BRK.B Berkshire Hathaway Class B3.6K shares3.27%2025-09-302025-10-29 HYG iShares iBoxx High Yield Bond ETF21.9K shares1.89%2025-09-302025-10-29 SLYV SPDR S&P 600 Small Cap Value ETF17.9K shares2.06%2025-09-302025-10-29 SHM SPDR Nuveen Bloomberg Barclays Short Term32.7K shares-0.35%2025-09-302025-10-29 AMZN Amazon.Com Inc6.5K shares-1.99%2025-09-302025-10-29 TIP iShares TIPS Bond ETF11.6K shares0.19%2025-09-302025-10-29 IUSG iShares Core S&P US Growth ETF7.6K shares-6.08%2025-09-302025-10-29 VOO Vanguard S&P 500 ETF2.0K sharesnew addition2025-09-302025-10-29 BND Vanguard Total Bond Market ETF16.1K shares6.09%2025-09-302025-10-29 JPM JPMorgan Chase & Co3.6K shares-0.50%2025-09-302025-10-29 TSM Taiwan Semiconductr F Sponsored ADR4.0K shares-3.07%2025-09-302025-10-29 MSFT Microsoft Corp2.2K shares7.23%2025-09-302025-10-29 IUSV iShares Core S&P US Value ETF10.8K shares-2.29%2025-09-302025-10-29 IWN iShares Russell 2000 Value ETF6.1K shares3.34%2025-09-302025-10-29 IYR iShares US Real Estate ETF10.4K shares5.18%2025-09-302025-10-29 GOOG Alphabet Inc. Class C3.8K shares-15.59%2025-09-302025-10-29 SPY SPDR S&P 500 ETF IV1.3K shares-6.71%2025-09-302025-10-29 SPLV Invesco S&P 500 Low Volatility ETF11.3K shares3.31%2025-09-302025-10-29 LLY Lilly Eli & Co1.0K shares0.50%2025-09-302025-10-29 IGSB iShares TR Is 1-5 YR In GR CR BD ETF13.7K shares-1.36%2025-09-302025-10-29 VEU Vanguard FTSE All World Ex US ETF10.2K shares-0.66%2025-09-302025-10-29 NFLX Netflix Inc550 shares0.55%2025-09-302025-10-29 QQQ Invesco QQQ Trust1.0K shares-10.13%2025-09-302025-10-29 IVV iShares Core S&P 500 ETF927 shares-1.59%2025-09-302025-10-29 ABBV Abbvie Inc2.7K shares-1.04%2025-09-302025-10-29 VGT Vanguard Information Technology ETF786 shares0.13%2025-09-302025-10-29 SYK Stryker Corp1.6K shares0.00%2025-09-302025-10-29 HD Home Depot Inc1.4K shares-0.22%2025-09-302025-10-29 ESGU iShares Esg Aware MSCI USA ETF3.7K shares4.76%2025-09-302025-10-29 SCHH Charles Schwab US REIT ETF24.3K shares-0.54%2025-09-302025-10-29 SCHG Schwab US Large Cap Growth ETF16.4K shares28.70%2025-09-302025-10-29 VTI Vanguard Total Stock Market ETF1.6K shares0.51%2025-09-302025-10-29 ONEV SPDR Rusel 1000 LW VLTLTY FCS ETF3.8K shares0.26%2025-09-302025-10-29 IWV iShares Russell 3000 ETF1.3K shares0.00%2025-09-302025-10-29 AVGO Broadcom Inc1.5K shares-0.13%2025-09-302025-10-29 AM Antero Midstream Corp23.0K shares0.00%2025-09-302025-10-29 VIG Vanguard Dividend Appreciation ETF2.0K shares7.66%2025-09-302025-10-29 ILTB iShares Core 10 Year Usd Bond ETF8.1K shares-27.07%2025-09-302025-10-29 EFAV Ishare Edge MSCI Min Vol EAFE ETF4.5K shares0.00%2025-09-302025-10-29 VCIT Vanguard Intermediate Term Co ETF IV4.4K shares9.36%2025-09-302025-10-29 ORCL Oracle Corp1.3K shares0.00%2025-09-302025-10-29 WMT WalMart Inc3.5K shares0.03%2025-09-302025-10-29 TSCO Tractor Supply Co Com6.1K shares-1.08%2025-09-302025-10-29 CVX Chevron Corp2.2K shares0.05%2025-09-302025-10-29 DHR Danaher Corp1.7K shares-9.64%2025-09-302025-10-29 VOE Vanguard Mid Cap Value ETF1.8K shares0.62%2025-09-302025-10-29 IYJ iShares US Industrials ETF2.1K shares-7.41%2025-09-302025-10-29 RSPN Invsc SP 500 Equal WGHT Indstrl ETF5.4K shares0.30%2025-09-302025-10-29 HLNE Hamilton Lane Inc Com CL A2.2K shares0.00%2025-09-302025-10-29 XSD SPDR S&P Semiconductor ETF897 shares0.00%2025-09-302025-10-29 FIVE Five Below1.8K shares0.00%2025-09-302025-10-29 RSP Invesco S&P 500 Equal Weight ETF1.4K sharesnew addition2025-09-302025-10-29 VXUS Vanguard Total Interntl Stock ETF IV3.6K shares16.19%2025-09-302025-10-29 CHKP Check Point Sftwre Com1.3K shares-8.70%2025-09-302025-10-29 RIVN Rivian Automotive Inc Class A17.6K shares0.00%2025-09-302025-10-29 IVW iShares S&P 500 Growth ETF2.1K shares-9.86%2025-09-302025-10-29 ACN Accenture PLC F Class A1.0K shares-15.00%2025-09-302025-10-29 META Facebook Inc Class A332 shares-0.30%2025-09-302025-10-29 PICB Invesco International Corporate Bond ETF10.1K sharesnew addition2025-09-302025-10-29 MRK Merck & Co. Inc.2.8K shares-3.03%2025-09-302025-10-29 GILD Gilead Sciences Inc2.1K shares-0.19%2025-09-302025-10-29 NVS Novartis AG F Sponsored ADR1.8K shares-2.75%2025-09-302025-10-29 DFUV Dimensional US Marketwide Value ETF5.0K shares0.45%2025-09-302025-10-29 V Visa Inc Class A641 shares1.91%2025-09-302025-10-29 PLTR Palantir Technologies In Class A1.2K sharesnew addition2025-09-302025-10-29 SPMD SPDR Portfolio S&P 400 Mid Cap ETF3.7K shares0.27%2025-09-302025-10-29 SMLV SPDR Ssga US SL CP LW VLT Inx ETF1.6K sharesnew addition2025-09-302025-10-29 SCHW Charles Schwab Corp2.2K sharesnew addition2025-09-302025-10-29 ABT Abbott Laboratories1.5K shares0.13%2025-09-302025-10-29 PEP Pepsico Inc1.4K shares-9.17%2025-09-302025-10-29 ESML iShares Esg Aware MSCI USA ETF4.5K sharesnew addition2025-09-302025-10-29 TJX TJX Companies Inc1.3K sharesnew addition2025-09-302025-10-29 VGK Vanguard FTSE Europe ETF2.3K sharesnew addition2025-09-302025-10-29 VSGX Vanguard Esg International Stock ETF2.7K sharesnew addition2025-09-302025-10-29 GRBK Green Brick Partners2.5K sharesnew addition2025-09-302025-10-29 KLAC Kla Corp168 sharesnew addition2025-09-302025-10-29 TSLA Tesla Inc405 sharesnew addition2025-09-302025-10-29 IJS iShares S&P Small Cap 600 ETF1.6K sharesnew addition2025-09-302025-10-29 DFAT Dimensional U S Targeted Value ETF2.9K sharesnew addition2025-09-302025-10-29 VOX Vanguard Communication Services ETF905 sharesnew addition2025-09-302025-10-29 VB Vanguard Small Cap ETF IV637 sharesnew addition2025-09-302025-10-29 VOT Vanguard Mid Cap Growth ETF IV551 sharesnew addition2025-09-302025-10-29 IWF iShares Russell 1000 Growth ETF IV341 sharesnew addition2025-09-302025-10-29 EFV iShares MSCI EAFE Value ETF IV2.3K sharesnew addition2025-09-302025-10-29 DFAX Dimensional WLD Ex US CR Eq 2 ETF4.9K sharesnew addition2025-09-302025-10-29 OS AB Small Cap Growth Portfolio I2.0K sharesnew addition2025-09-302025-10-29 CAT Caterpillar Inc312 sharesnew addition2025-09-302025-10-29 EXC Exelon Corp3.3K sharesnew addition2025-09-302025-10-29 VV Vanguard Large Cap ETF454 sharesnew addition2025-09-302025-10-29 NKE Nike Inc Class B1.9K sharesnew addition2025-09-302025-10-29 AJG Arthur J Gallagher&c418 sharesnew addition2025-09-302025-10-29 RTX Raytheon Technologies Co760 sharesnew addition2025-09-302025-10-29 DIS Walt Disney Co1.1K sharesnew addition2025-09-302025-10-29 COST Costco Wholesale Co135 sharesnew addition2025-09-302025-10-29 MCK Mckesson Corp159 sharesnew addition2025-09-302025-10-29 CME Cme Group Inc Class A446 sharesnew addition2025-09-302025-10-29 PTNQ Pacer Trendpilot 100 ETF1.6K sharesnew addition2025-09-302025-10-29 NEE Nextera Energy Inc1.6K sharesnew addition2025-09-302025-10-29 SUSC iShares Tru Esg Awr Usd Corp BND ETF5.1K sharesnew addition2025-09-302025-10-29 IVE iShares S&P 500 Value ETF563 sharesnew addition2025-09-302025-10-29 WTRG Essential Utils Inc2.9K sharesnew addition2025-09-302025-10-29 RWL Invesco S P 500 Revenue ETF1.0K sharesnew addition2025-09-302025-10-29 ISRG Intuitive Surgical248 sharesnew addition2025-09-302025-10-29 LGLV SPDR Ssga US LG CP LW VLT Inx ETF619 sharesnew addition2025-09-302025-10-29 IAU iShares Gold ETF1.5K sharesnew addition2025-09-302025-10-29 DECK Deckers Outdoor Corp1.1K sharesnew addition2025-09-302025-10-29 SUSB iShares Esg Awr 1-5 Y Usd CP BND ETF4.2K sharesnew addition2025-09-302025-10-29 MA Mastercard Inc Class A186 sharesnew addition2025-09-302025-10-29 QCOM Qualcomm Inc628 sharesnew addition2025-09-302025-10-29 IYC iShares U S Consumer Discrtry ETF978 sharesnew addition2025-09-302025-10-29 PG Procter & Gamble654 sharesnew addition2025-09-302025-10-29 JNK SPDR Bloomberg Barclays High Yield Bond ETF1.0K sharesnew addition2025-09-302025-10-29 IEMG iShares Core MSCI Emerging ETF1.5K sharesnew addition2025-09-302025-10-29 INTU Intuit Inc144 sharesnew addition2025-09-302025-10-29 ESGV Vanguard Esg US STK ETF830 sharesnew addition2025-09-302025-10-29 BKNG Brooking Holdings Inc18 sharesnew addition2025-09-302025-10-29 IJR iShares Core S&P Small Cap ETF822 sharesnew addition2025-09-302025-10-29 XOM Exxon Mobil Corp861 sharesnew addition2025-09-302025-10-29 TACK Fairlead Tactical Sector ETF3.2K sharesnew addition2025-09-302025-10-29 XLV Select Sector Health Care SPDR ETF677 sharesnew addition2025-09-302025-10-29 KO The Coca-Cola Co1.4K sharesnew addition2025-09-302025-10-29 COF Capital One FC439 sharesnew addition2025-09-302025-10-29 XSLV Invesco S&P Smallcap Low Volatility ETF2.0K sharesnew addition2025-09-302025-10-29 REGN Regeneron Pharms Inc165 sharesnew addition2025-09-302025-10-29 DUK Duke Energy Corp750 sharesnew addition2025-09-302025-10-29 WLK Westlake Chemical Co1.2K sharesnew addition2025-09-302025-10-29 IGV iShares Expanded Tech STW SCTR ETF765 sharesnew addition2025-09-302025-10-29 EUFN iShares MSCI Europe Financials ETF2.5K sharesnew addition2025-09-302025-10-29 APH Amphenol Corp Class A694 sharesnew addition2025-09-302025-10-29 ONEQ Fidelity Nasdaq Composite Indx ETF950 sharesnew addition2025-09-302025-10-29 MCD MC Donalds Corp270 sharesnew addition2025-09-302025-10-29 ZTS Zoetis Inc Class A561 sharesnew addition2025-09-302025-10-29 CEG Constellation Energy Cor247 sharesnew addition2025-09-302025-10-29 PM Philip Morris Intl500 sharesnew addition2025-09-302025-10-29 XLG Invsc S P 500 Top 50 ETF1.4K sharesnew addition2025-09-302025-10-29 PHO Invsc Water Resc Portfolio ETF1.1K sharesnew addition2025-09-302025-10-29 IWD iShares Russell 1000 Value ETF387 sharesnew addition2025-09-302025-10-29 ADP Auto Data Processing265 sharesnew addition2025-09-302025-10-29 EEMV Ishr Edg MSCI Min Vol Emg MKT ETF1.2K sharesnew addition2025-09-302025-10-29 MS Morgan Stanley479 sharesnew addition2025-09-302025-10-29 USMC Principal US Mega Cap ETF1.1K sharesnew addition2025-09-302025-10-29 SPMO Invsc S P 500 Momentum ETF616 sharesnew addition2025-09-302025-10-29 IAT iShares US Regional Banks ETF IV1.4K sharesnew addition2025-09-302025-10-29 IWY iShares Russell Top 200 Growth ETF266 sharesnew addition2025-09-302025-10-29 SOUN Soundhound Ai Inc Class A4.5K sharesnew addition2025-09-302025-10-29 CSCO Cisco Systems Inc1.0K sharesnew addition2025-09-302025-10-29 VXF Vanguard Extended Market ETF338 sharesnew addition2025-09-302025-10-29 SDY SPDR S&P Dividend ETF503 sharesnew addition2025-09-302025-10-29 NEM Newmont Corp833 sharesnew addition2025-09-302025-10-29 ETN Eaton Corp PLC F187 sharesnew addition2025-09-302025-10-29 IBM IBM Corp244 sharesnew addition2025-09-302025-10-29 BX Blackstone Group Inc396 sharesnew addition2025-09-302025-10-29 EMR Emerson Electric Co512 sharesnew addition2025-09-302025-10-29 GS Goldman Sachs Group84 sharesnew addition2025-09-302025-10-29 SYY Sysco Corp807 sharesnew addition2025-09-302025-10-29 BLK BlackRock Inc New57 sharesnew addition2025-09-302025-10-29 VLTO Veralto Corp615 sharesnew addition2025-09-302025-10-29 GNTX Gentex Corp Com2.3K sharesnew addition2025-09-302025-10-29 FELG Fidelity Enhanced Large Cap ETF1.6K sharesnew addition2025-09-302025-10-29 JBL Jabil Inc299 sharesnew addition2025-09-302025-10-29 TROW T Rowe Price Group630 sharesnew addition2025-09-302025-10-29 SCHM Charles Schwab US MC ETF2.1K sharesnew addition2025-09-302025-10-29 SLF Sun Life Finl Inc F1.0K sharesnew addition2025-09-302025-10-29 RY Royal Bank Of Canada F410 sharesnew addition2025-09-302025-10-29 PWB Invesco Large Cap Growth ETF477 sharesnew addition2025-09-302025-10-29 IDLV Invesco S&P International Developed1.7K sharesnew addition2025-09-302025-10-29 SPYV SPDR S&P 500 Value ETF1.0K sharesnew addition2025-09-302025-10-29 EBC Eastern Bankshares Inc3.1K sharesnew addition2025-09-302025-10-29 NBIS Nebius Group N V A F Class A500 sharesnew addition2025-09-302025-10-29 VIGI Vanguard International Dividend Appreciation Index Fund ETF Shares622 sharesnew addition2025-09-302025-10-29 BAC Bank Of America Corp1.1K sharesnew addition2025-09-302025-10-29 PH Parker-Hannifin Corp73 sharesnew addition2025-09-302025-10-29 ASML Asml Holding N V F Sponsored ADR57 sharesnew addition2025-09-302025-10-29 IEFA iShares Core MSCI EAFE ETF625 sharesnew addition2025-09-302025-10-29 FITB Fifth Third Bancorp1.2K sharesnew addition2025-09-302025-10-29 SRE Sempra Energy600 sharesnew addition2025-09-302025-10-29 SNAP Snap Inc Class A6.9K sharesnew addition2025-09-302025-10-29 LOW Lowe's Companies Inc206 sharesnew addition2025-09-302025-10-29 MET Metlife Inc628 sharesnew addition2025-09-302025-10-29 VCR Vanguard Consumer Discretionary ETF130 sharesnew addition2025-09-302025-10-29 PNC PNC Finl Services253 sharesnew addition2025-09-302025-10-29 AMD Advanced Micro Devic314 sharesnew addition2025-09-302025-10-29 BAH Booz Allen Hamilton Class A506 sharesnew addition2025-09-302025-10-29 UNP Union Pacific Corp208 sharesnew addition2025-09-302025-10-29 XLE Energy Select Sector SPDR ETF550 sharesnew addition2025-09-302025-10-29 SCHX Schwab US Large Cap ETF1.9K sharesnew addition2025-09-302025-10-29 IHI iShares US Medical Devices ETF810 sharesnew addition2025-09-302025-10-29 MPC Marathon Pete Corp249 sharesnew addition2025-09-302025-10-29 ITB iShares US Home Construct ETF443 sharesnew addition2025-09-302025-10-29 LRCX Lam Research Corp351 sharesnew addition2025-09-302025-10-29 QDEF Flexshares Def Qualdiv ETF IV586 sharesnew addition2025-09-302025-10-29 CMCSA Comcast Corp Class A1.5K sharesnew addition2025-09-302025-10-29 SPHQ Invesco S&P 500 Quality ETF635 sharesnew addition2025-09-302025-10-29 AON Aon PLC F Class A130 sharesnew addition2025-09-302025-10-29 SCHA Schwab US Small Cap ETF1.7K sharesnew addition2025-09-302025-10-29 TGT Target Corp510 sharesnew addition2025-09-302025-10-29 ESGE iShares Esg Aware MSCI Em ETF1.0K sharesnew addition2025-09-302025-10-29 SPYG SPDR Series Trust Prtflo S&P50 0 GW ETF396 sharesnew addition2025-09-302025-10-29 AMAT Applied Materials202 sharesnew addition2025-09-302025-10-29 CB Chubb LTD F146 sharesnew addition2025-09-302025-10-29 VOO Vanguard S&P 500 ETF SHS66 sharesnew addition2025-09-302025-10-29 DHI DR Horton Inc Com235 sharesnew addition2025-09-302025-10-29 NOBL ProShares S&P 500 DIV Aristocrat ETF383 sharesnew addition2025-09-302025-10-29 VYM Vanguard High Dividend Yield ETF280 sharesnew addition2025-09-302025-10-29 FCX Freeport-Mcmoran Inc1.0K sharesnew addition2025-09-302025-10-29 AME Ametek Inc209 sharesnew addition2025-09-302025-10-29 GLTR Abrdn Physical Prec MTL BSKT SHS ETF236 sharesnew addition2025-09-302025-10-29 FENI Fidelity Enhanced Intrntnl ETF IV1.1K sharesnew addition2025-09-302025-10-29 SHY iShares Trust 1 3 YR Treas BD ETF459 sharesnew addition2025-09-302025-10-29 ADBE Adobe Inc107 sharesnew addition2025-09-302025-10-29 IR Ingersoll Rand Inc435 sharesnew addition2025-09-302025-10-29 AIQ Global X Fund GLB X Art Intl TGY ETF718 sharesnew addition2025-09-302025-10-29 KRE SPDR S&P Regional Banking ETF560 sharesnew addition2025-09-302025-10-29 USMV iShares MSCI USA Min Vol Factor ETF365 sharesnew addition2025-09-302025-10-29 ENB Enbridge Inc F680 sharesnew addition2025-09-302025-10-29 XYL Xylem Inc.232 sharesnew addition2025-09-302025-10-29 CM CDN Imperial BK Comm F426 sharesnew addition2025-09-302025-10-29 AXP American Express Co101 sharesnew addition2025-09-302025-10-29 SHEL Shell PLC F Sponsored ADR469 sharesnew addition2025-09-302025-10-29 UNH Unitedhealth GRP Inc97 sharesnew addition2025-09-302025-10-29 MLM Martin Marietta Material53 sharesnew addition2025-09-302025-10-29 INFY Infosys LTD F Sponsored ADR2.0K sharesnew addition2025-09-302025-10-29 DGRO iShares Core Dividend Growth ETF480 sharesnew addition2025-09-302025-10-29 BDX Becton Dickinson & Co Com170 sharesnew addition2025-09-302025-10-29 AHL Aspen Insurance Holdin F Class A861 sharesnew addition2025-09-302025-10-29 HBAN Huntington Bancshs1.8K sharesnew addition2025-09-302025-10-29 SMH Vaneck Semiconductor ETF94 sharesnew addition2025-09-302025-10-29 ULTA Ulta Beauty Inc.56 sharesnew addition2025-09-302025-10-29 WFC Wells Fargo & Co364 sharesnew addition2025-09-302025-10-29 DBEF Xtrackers MSCI EAFE HDGD Eqy ETF646 sharesnew addition2025-09-302025-10-29 EXPE Expedia Group Inc Com140 sharesnew addition2025-09-302025-10-29 SO Southern Co311 sharesnew addition2025-09-302025-10-29 TXN Texas Instruments158 sharesnew addition2025-09-302025-10-29 ROST Ross Stores Inc190 sharesnew addition2025-09-302025-10-29 TTE Totalenergies Se F Sponsored ADR473 sharesnew addition2025-09-302025-10-29 PFE Pfizer Inc1.1K sharesnew addition2025-09-302025-10-29 ARM Arm HLDGS PLC F Unsponsored ADR200 sharesnew addition2025-09-302025-10-29 AUSF Global X Adaptive U.S. Factor ETF604 sharesnew addition2025-09-302025-10-29 CSX CSX Corp790 sharesnew addition2025-09-302025-10-29 FDX Fedex Corp115 sharesnew addition2025-09-302025-10-29 LMT Lockheed Martin Corp54 sharesnew addition2025-09-302025-10-29 MBNE SPDR Nuveen Municipal Bond Esg ETF922 sharesnew addition2025-09-302025-10-29 AWK Amer Water Works Co Inc Com192 sharesnew 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