The Analysis of HARBOR INVESTMENT ADVISORY, LLC's Holdings

Currently, HARBOR INVESTMENT ADVISORY, LLC holds 1223 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IVV (+6.6K shares, valued at $4.5M), GLD (+6.7K shares, valued at $2.7M), IEFA (+29.1K shares, valued at $2.6M); decreased their positions in MAR (-6.0K shares, valued at $1.9M), EQIX (-2.2K shares, valued at $1.7M), TMUS (-7.2K shares, valued at $1.5M); initiated new positions in IYR (+4.2K shares, valued at $395.8K), AMRZ (+7.0K shares, valued at $378.6K), RPM (+1.6K shares, valued at $163.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MAR MARRIOTT INTL INC NEW CL A566.4K shares-1.05%2025-12-312026-01-07

AAPL APPLE INC COM359.8K shares2.28%2025-12-312026-01-07

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A180.4K shares3.02%2025-12-312026-01-07

AMZN AMAZON COM INC COM309.7K shares2.42%2025-12-312026-01-07

MSFT MICROSOFT CORP COM152.1K shares3.33%2025-12-312026-01-07

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW237.0K shares0.13%2025-12-312026-01-07

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C79.0K shares4.17%2025-12-312026-01-07

JPM JPMORGAN CHASE & CO. COM69.2K shares0.88%2025-12-312026-01-07

Sponsored

IVV ISHARES CORE S&P 500 ETF24.5K shares36.94%2025-12-312026-01-07

NVDA NVIDIA CORPORATION COM85.5K shares5.94%2025-12-312026-01-07

MA MASTERCARD INCORPORATED CL A27.7K shares2.66%2025-12-312026-01-07

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST183.3K shares2.28%2025-12-312026-01-07

VTI VANGUARD TOTAL STOCK MARKET ETF45.8K shares2.02%2025-12-312026-01-07

VUG VANGUARD GROWTH ETF31.3K shares9.94%2025-12-312026-01-07

V VISA INC COM CL A41.2K shares5.09%2025-12-312026-01-07

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF21.3K shares7.63%2025-12-312026-01-07

Sponsored

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF65.1K shares0.25%2025-12-312026-01-07

VTV VANGUARD VALUE ETF60.0K shares5.75%2025-12-312026-01-07

IWN ISHARES RUSSELL 2000 VALUE ETF60.5K shares-1.43%2025-12-312026-01-07

GLD SPDR GOLD SHARES27.6K shares32.28%2025-12-312026-01-07

LLY ELI LILLY & CO COM10.0K shares1.57%2025-12-312026-01-07

BROADCOM INC COM BROADCOM INC COM28.8K shares4.69%2025-12-312026-01-07

SPY SPDR S&P 500 ETF TRUST14.4K shares5.09%2025-12-312026-01-07

META META PLATFORMS INC CL A14.8K shares1.44%2025-12-312026-01-07

Sponsored

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF97.2K shares-3.57%2025-12-312026-01-07

JNJ JOHNSON & JOHNSON COM42.2K shares1.46%2025-12-312026-01-07

IEFA ISHARES CORE MSCI EAFE ETF95.7K shares43.78%2025-12-312026-01-07

IWY ISHARES RUSSELL TOP 200 GROWTH ETF29.2K shares-5.25%2025-12-312026-01-07

BLACKROCK INC COM BLACKROCK INC COM7.4K shares2.34%2025-12-312026-01-07

AMGN AMGEN INC COM23.5K shares-1.84%2025-12-312026-01-07

VOE VANGUARD MID-CAP VALUE ETF42.7K shares18.46%2025-12-312026-01-07

EFA ISHARES MSCI EAFE ETF78.0K shares5.02%2025-12-312026-01-07

Sponsored

VNQ VANGUARD REAL ESTATE ETF80.0K shares0.12%2025-12-312026-01-07

JAAA JANUS HENDERSON AAA CLO ETF139.8K shares10.26%2025-12-312026-01-07

VOT VANGUARD MID-CAP GROWTH ETF25.0K shares10.54%2025-12-312026-01-07

IWF ISHARES RUSSELL 1000 GROWTH ETF14.4K shares8.33%2025-12-312026-01-07

UNH UNITEDHEALTH GROUP INC COM20.5K shares0.91%2025-12-312026-01-07

WMT WALMART INC COM58.1K shares13.01%2025-12-312026-01-07

BAC BANK AMERICA CORP COM110.3K shares8.13%2025-12-312026-01-07

TSLA TESLA INC COM13.4K shares-6.37%2025-12-312026-01-07

Sponsored

COST COSTCO WHSL CORP NEW COM7.0K shares1.18%2025-12-312026-01-07

IWO ISHARES RUSSELL 2000 GROWTH ETF18.5K shares-3.59%2025-12-312026-01-07

GDXJ VANECK JUNIOR GOLD MINERS ETF51.9K shares69.44%2025-12-312026-01-07

DGRO ISHARES CORE DIVIDEND GROWTH ETF79.1K shares13.84%2025-12-312026-01-07

DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF158.0K shares12.19%2025-12-312026-01-07

BLACKSTONE INC COM BLACKSTONE INC COM33.5K shares-2.74%2025-12-312026-01-07

IVW ISHARES S&P 500 GROWTH ETF41.4K shares12.06%2025-12-312026-01-07

ABBV ABBVIE INC COM22.1K shares1.02%2025-12-312026-01-07

Sponsored

CRWD CROWDSTRIKE HLDGS INC CL A10.7K shares-3.00%2025-12-312026-01-07

IJH ISHARES CORE S&P MID-CAP ETF75.8K shares16.96%2025-12-312026-01-07

IWB ISHARES RUSSELL 1000 ETF13.1K shares-0.01%2025-12-312026-01-07

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I8.0K shares18.89%2025-12-312026-01-07

HD HOME DEPOT INC COM14.0K shares2.02%2025-12-312026-01-07

IWP ISHARES RUSSELL MID-CAP GROWTH ETF35.3K shares2.43%2025-12-312026-01-07

XOM EXXON MOBIL CORP COM39.6K shares-0.30%2025-12-312026-01-07

IWX ISHARES RUSSELL TOP 200 VALUE ETF50.3K shares-0.32%2025-12-312026-01-07

Sponsored

JSI JANUS HENDERSON SECURITIZED INCOME ETF86.5K shares79.63%2025-12-312026-01-07

IVE ISHARES S&P 500 VALUE ETF20.6K shares1.40%2025-12-312026-01-07

SHY ISHARES 1-3 YEAR TREASURY BOND ETF51.8K shares14.84%2025-12-312026-01-07

IWD ISHARES RUSSELL 1000 VALUE ETF19.7K shares0.67%2025-12-312026-01-07

GS GOLDMAN SACHS GROUP INC COM4.6K shares10.59%2025-12-312026-01-07

VICR VICOR CORP COM36.3K shares-12.33%2025-12-312026-01-07

GEV GE VERNOVA INC COM6.0K shares173.84%2025-12-312026-01-07

MKL MARKEL GROUP INC COM1.8K shares0.94%2025-12-312026-01-07

Sponsored

VBK VANGUARD SMALL-CAP GROWTH ETF12.8K shares136.82%2025-12-312026-01-07

SBUX STARBUCKS CORP COM45.1K shares-10.02%2025-12-312026-01-07

PG PROCTER AND GAMBLE CO COM26.0K shares21.38%2025-12-312026-01-07

IJR ISHARES CORE S&P SMALL CAP ETF30.2K shares15.87%2025-12-312026-01-07

RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF98.3K shares52.74%2025-12-312026-01-07

VIG VANGUARD DIVIDEND APPRECIATION ETF16.1K shares1.08%2025-12-312026-01-07

MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF79.1K shares10.41%2025-12-312026-01-07

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND75.5K shares-6.81%2025-12-312026-01-07

Sponsored

IWS ISHARES RUSSELL MID-CAP VALUE ETF23.8K shares0.47%2025-12-312026-01-07

ABT ABBOTT LABS COM26.4K shares1.13%2025-12-312026-01-07

CEG CONSTELLATION ENERGY CORP COM9.2K shares1.45%2025-12-312026-01-07

ORCL ORACLE CORP COM16.7K shares5.51%2025-12-312026-01-07

GE AEROSPACE COM NEW GE AEROSPACE COM NEW10.3K shares321.81%2025-12-312026-01-07

UBER UBER TECHNOLOGIES INC COM38.4K shares-0.40%2025-12-312026-01-07

AEM AGNICO EAGLE MINES LTD COM17.9K shares-0.71%2025-12-312026-01-07

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF21.0K shares-0.06%2025-12-312026-01-07

Sponsored

NFLX NETFLIX INC COM48.5K shares151.17%2025-12-312026-01-07

RTX RTX CORPORATION COM16.4K shares15.27%2025-12-312026-01-07

HON HONEYWELL INTL INC COM15.3K shares4.91%2025-12-312026-01-07

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF76.1K shares15.28%2025-12-312026-01-07

IBM INTERNATIONAL BUSINESS MACHS COM9.8K shares8.88%2025-12-312026-01-07

TJX TJX COS INC NEW COM18.8K shares1.62%2025-12-312026-01-07

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF43.0K shares-13.01%2025-12-312026-01-07

CCJ CAMECO CORP COM30.4K shares0.79%2025-12-312026-01-07

Sponsored

CVX CHEVRON CORP NEW COM18.2K shares-1.89%2025-12-312026-01-07

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF47.7K shares-26.01%2025-12-312026-01-07

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF103.4K shares14.24%2025-12-312026-01-07

SYK STRYKER CORPORATION COM7.5K shares-6.77%2025-12-312026-01-07

TXRH TEXAS ROADHOUSE INC COM15.7K shares9.64%2025-12-312026-01-07

AMT AMERICAN TOWER CORP NEW COM14.7K shares-28.88%2025-12-312026-01-07

AGI ALAMOS GOLD INC NEW COM CL A65.6K shares0.24%2025-12-312026-01-07

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF103.4K shares16.09%2025-12-312026-01-07

Sponsored

HOOD ROBINHOOD MKTS INC COM CL A22.0K shares25.57%2025-12-312026-01-07

LOW LOWES COS INC COM10.3K shares9.91%2025-12-312026-01-07

CSCO CISCO SYS INC COM32.3K shares7.82%2025-12-312026-01-07

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF98.2K shares19.39%2025-12-312026-01-07

ACWX ISHARES MSCI ACWI EX U.S. ETF35.2K shares1.63%2025-12-312026-01-07

COF CAPITAL ONE FINL CORP COM9.7K shares34.10%2025-12-312026-01-07

QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF13.4K shares8.02%2025-12-312026-01-07

JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF50.1K shares16.79%2025-12-312026-01-07

Sponsored

ICF ISHARES SELECT U.S. REIT ETF37.8K shares3.34%2025-12-312026-01-07

CGDV CAPITAL GROUP DIVIDEND VALUE ETF51.2K shares2.54%2025-12-312026-01-07

ISRG INTUITIVE SURGICAL INC COM NEW3.9K shares0.80%2025-12-312026-01-07

DLR DIGITAL RLTY TR INC COM14.0K shares-28.63%2025-12-312026-01-07

UNP UNION PAC CORP COM9.0K shares15.33%2025-12-312026-01-07

XBI STATE STREET SPDR S&P BIOTECH ETF16.2K shares544.02%2025-12-312026-01-07

REGN REGENERON PHARMACEUTICALS COM2.5K shares-5.63%2025-12-312026-01-07

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND24.9K shares21.78%2025-12-312026-01-07

Sponsored

IWM ISHARES RUSSELL 2000 ETF7.4K shares-8.38%2025-12-312026-01-07

AXP AMERICAN EXPRESS CO COM4.9K shares2.21%2025-12-312026-01-07

URI UNITED RENTALS INC COM2.2K shares21.62%2025-12-312026-01-07

HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF72.9K shares-2.69%2025-12-312026-01-07

HDV ISHARES CORE HIGH DIVIDEND ETF14.7K shares-2.75%2025-12-312026-01-07

SIL GLOBAL X SILVER MINERS ETF21.4K shares25.74%2025-12-312026-01-07

EW EDWARDS LIFESCIENCES CORP COM20.7K shares-4.08%2025-12-312026-01-07

VXF VANGUARD EXTENDED MARKET ETF8.4K shares0.26%2025-12-312026-01-07

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A20.9K shares9.91%2025-12-312026-01-07

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A6.4K shares33.96%2025-12-312026-01-07

VO VANGUARD MID-CAP ETF6.0K shares3.65%2025-12-312026-01-07

AVDE AVANTIS INTERNATIONAL EQUITY ETF20.5K shares11.87%2025-12-312026-01-07

SU SUNCOR ENERGY INC NEW COM38.0K shares1.60%2025-12-312026-01-07

FAST FASTENAL CO COM41.7K shares-0.07%2025-12-312026-01-07

IJJ ISHARES S&P MID-CAP 400 VALUE ETF12.7K shares102.14%2025-12-312026-01-07

EATON CORP PLC SHS EATON CORP PLC SHS5.2K shares0.17%2025-12-312026-01-07

Sponsored

XMHQ INVESCO S&P MIDCAP QUALITY ETF16.1K shares2.27%2025-12-312026-01-07

SLV ISHARES SILVER TRUST25.6K shares-13.38%2025-12-312026-01-07

SPGI S&P GLOBAL INC COM3.1K shares5.30%2025-12-312026-01-07

PLTR PALANTIR TECHNOLOGIES INC CL A9.2K shares33.71%2025-12-312026-01-07

IJK ISHARES S&P MID-CAP 400 GROWTH ETF16.8K shares130.07%2025-12-312026-01-07

DVY ISHARES SELECT DIVIDEND ETF11.5K shares1.47%2025-12-312026-01-07

KO COCA COLA CO COM23.2K shares15.93%2025-12-312026-01-07

CRM SALESFORCE INC COM22.7K shares-3.93%2025-12-312026-01-07

Sponsored

AMD ADVANCED MICRO DEVICES INC COM7.5K shares0.50%2025-12-312026-01-07

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND31.0K shares3.29%2025-12-312026-01-07

NKE NIKE INC CL B25.0K shares-10.27%2025-12-312026-01-07

VBR VANGUARD SMALL CAP VALUE ETF7.5K shares71.72%2025-12-312026-01-07

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF11.0K shares99.64%2025-12-312026-01-07

EEM ISHARES MSCI EMERGING MARKETS ETF28.2K shares46.22%2025-12-312026-01-07

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF65.1K shares164.21%2025-12-312026-01-07

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF35.6K shares115.67%2025-12-312026-01-07

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL CL A2 shares0.00%2025-12-312026-01-07

SII SPROTT INC COM NEW14.7K shares-0.57%2025-12-312026-01-07

QCOM QUALCOMM INC COM8.4K shares14.36%2025-12-312026-01-07

VRT VERTIV HOLDINGS CO COM CL A8.8K shares33.74%2025-12-312026-01-07

XBIL US TREASURY 6 MONTH BILL ETF27.9K shares85.95%2025-12-312026-01-07

PANW PALO ALTO NETWORKS INC COM7.4K shares4.15%2025-12-312026-01-07

DHR DANAHER CORPORATION COM5.9K shares-1.13%2025-12-312026-01-07

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF30.3K shares93.06%2025-12-312026-01-07

Sponsored

PEP PEPSICO INC COM9.4K shares-10.22%2025-12-312026-01-07

RRC RANGE RES CORP COM38.3K shares101.52%2025-12-312026-01-07

SPOT SPOTIFY TECHNOLOGY S A SHS2.3K shares-5.04%2025-12-312026-01-07

WCN WASTE CONNECTIONS INC COM7.6K shares68.18%2025-12-312026-01-07

MCD MCDONALDS CORP COM4.3K shares9.66%2025-12-312026-01-07

KLAC KLA CORP COM NEW1.1K shares4023.08%2025-12-312026-01-07

SCZ ISHARES MSCI EAFE SMALL-CAP ETF16.7K shares23.82%2025-12-312026-01-07

FDX FEDEX CORP COM4.4K shares-4.50%2025-12-312026-01-07

Sponsored

MERCK & CO INC COM MERCK & CO INC COM12.1K shares-11.10%2025-12-312026-01-07

NEE NEXTERA ENERGY INC COM15.5K shares2.00%2025-12-312026-01-07

INTC INTEL CORP COM33.6K shares-1.05%2025-12-312026-01-07

EQIX EQUINIX INC COM1.6K shares-58.08%2025-12-312026-01-07

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF25.8K shares7.91%2025-12-312026-01-07

CAT CATERPILLAR INC COM2.1K shares2.31%2025-12-312026-01-07

NTES NETEASE INC SPONSORED ADS8.8K shares-0.34%2025-12-312026-01-07

BUSA BRANDES U.S. VALUE ETF32.9K shares-0.18%2025-12-312026-01-07

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC COM32.5K shares-6.43%2025-12-312026-01-07

WFC WELLS FARGO CO NEW COM12.7K shares4.64%2025-12-312026-01-07

NXPI NXP SEMICONDUCTORS N V COM5.4K shares-5.80%2025-12-312026-01-07

PLD PROLOGIS INC. COM9.2K shares-2.39%2025-12-312026-01-07

BKNG BOOKING HOLDINGS INC COM218 shares31.33%2025-12-312026-01-07

NOC NORTHROP GRUMMAN CORP COM2.0K shares-3.01%2025-12-312026-01-07

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF16.1K shares1.66%2025-12-312026-01-07

IYW ISHARES U.S. TECHNOLOGY ETF5.7K shares5.10%2025-12-312026-01-07

Sponsored

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND34.1K shares-1.83%2025-12-312026-01-07

ADP AUTOMATIC DATA PROCESSING INC COM4.4K shares3.22%2025-12-312026-01-07

GDX VANECK GOLD MINERS ETF13.1K shares6.94%2025-12-312026-01-07

CSX CSX CORP COM30.9K shares5.32%2025-12-312026-01-07

PM PHILIP MORRIS INTL INC COM6.9K shares12.14%2025-12-312026-01-07

WELL WELLTOWER INC COM6.0K shares87.60%2025-12-312026-01-07

PWR QUANTA SVCS INC COM2.6K shares0.00%2025-12-312026-01-07

WPC WP CAREY INC COM17.2K shares0.04%2025-12-312026-01-07

Sponsored

VGSH VANGUARD SHORT-TERM TREASURY ETF18.5K shares1.23%2025-12-312026-01-07

PNQI INVESCO NASDAQ INTERNET ETF20.1K shares-1.21%2025-12-312026-01-07

MEDTRONIC PLC SHS MEDTRONIC PLC SHS11.2K shares1.16%2025-12-312026-01-07

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS3.5K shares19.39%2025-12-312026-01-07

FICO FAIR ISAAC CORP COM634 shares-1.09%2025-12-312026-01-07

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF8.8K shares115.48%2025-12-312026-01-07

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM7.2K shares-54.77%2025-12-312026-01-07

PNC PNC FINL SVCS GROUP INC COM5.0K shares6.53%2025-12-312026-01-07

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.3K shares45.79%2025-12-312026-01-07

IWR ISHARES RUSSELL MIDCAP ETF10.3K shares-3.19%2025-12-312026-01-07

CGGR CAPITAL GROUP GROWTH ETF21.9K shares5.54%2025-12-312026-01-07

BSX BOSTON SCIENTIFIC CORP COM10.2K shares-0.50%2025-12-312026-01-07

BK BANK NEW YORK MELLON CORP COM8.4K shares-1.56%2025-12-312026-01-07

ASML ASML HOLDING N V N Y REGISTRY SHS900 shares7.02%2025-12-312026-01-07

LMT LOCKHEED MARTIN CORP COM2.0K shares-9.32%2025-12-312026-01-07

PDI PIMCO DYNAMIC INCOME FD SHS52.8K shares3.05%2025-12-312026-01-07

Sponsored

VCRB VANGUARD CORE BOND ETF12.0K shares1.55%2025-12-312026-01-07

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF6.3K shares2.02%2025-12-312026-01-07

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF6.5K shares445.05%2025-12-312026-01-07

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF5.9K shares39.70%2025-12-312026-01-07

HLI HOULIHAN LOKEY INC CL A5.2K shares91.49%2025-12-312026-01-07

MS MORGAN STANLEY COM NEW5.0K shares-2.40%2025-12-312026-01-07

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW7.6K shares298.74%2025-12-312026-01-07

INTU INTUIT COM1.3K shares7.40%2025-12-312026-01-07

Sponsored

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF10.9K shares0.00%2025-12-312026-01-07

NDAQ NASDAQ INC COM9.0K shares-2.06%2025-12-312026-01-07

TCBI TEXAS CAP BANCSHARES INC COM9.6K shares16.09%2025-12-312026-01-07

VB VANGUARD SMALL-CAP ETF3.4K shares12.39%2025-12-312026-01-07

VZ VERIZON COMMUNICATIONS INC COM21.2K shares-6.97%2025-12-312026-01-07

APD AIR PRODS & CHEMS INC COM3.4K shares6.70%2025-12-312026-01-07

PYPL PAYPAL HLDGS INC COM14.3K shares-5.84%2025-12-312026-01-07

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF17.9K shares31.22%2025-12-312026-01-07

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ARES ARES MANAGEMENT CORPORATION CL A COM STK5.1K shares2.63%2025-12-312026-01-07

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF7.3K shares310.96%2025-12-312026-01-07

FE FIRSTENERGY CORP COM18.5K shares-0.39%2025-12-312026-01-07

IBIT ISHARES BITCOIN TRUST ETF16.5K shares-44.92%2025-12-312026-01-07

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF7.9K shares3.34%2025-12-312026-01-07

O REALTY INCOME CORP COM14.5K shares0.00%2025-12-312026-01-07

CITIGROUP INC COM NEW CITIGROUP INC COM NEW7.0K shares150.79%2025-12-312026-01-07

THE CIGNA GROUP COM THE CIGNA GROUP COM2.9K shares15.72%2025-12-312026-01-07

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DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF21.1K shares13.83%2025-12-312026-01-07

PAYX PAYCHEX INC COM7.1K shares-4.19%2025-12-312026-01-07

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF13.5K shares0.29%2025-12-312026-01-07

VMC VULCAN MATLS CO COM2.8K shares0.00%2025-12-312026-01-07

TROW T ROWE PRICE GROUP INC COM7.6K shares-48.58%2025-12-312026-01-07

STT STATE STR CORP COM6.0K shares3.08%2025-12-312026-01-07

TDY TELEDYNE TECHNOLOGIES INC COM1.5K shares1.88%2025-12-312026-01-07

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF34.6K shares171.58%2025-12-312026-01-07

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IWV ISHARES RUSSELL 3000 ETF2.0K shares0.00%2025-12-312026-01-07

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF10.0K shares24.79%2025-12-312026-01-07

APP APPLOVIN CORP COM CL A1.1K shares104.41%2025-12-312026-01-07

AZO AUTOZONE INC COM216 shares20.00%2025-12-312026-01-07

DE DEERE & CO COM1.6K shares-1.01%2025-12-312026-01-07

GNRC GENERAC HLDGS INC COM5.2K shares-1.01%2025-12-312026-01-07

AFL AFLAC INC COM6.4K shares-0.34%2025-12-312026-01-07

DHI D R HORTON INC COM4.9K shares31.96%2025-12-312026-01-07

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WAB WABTEC COM3.3K shares0.00%2025-12-312026-01-07

EXPD EXPEDITORS INTL WASH INC COM4.6K shares-2.12%2025-12-312026-01-07

ECL ECOLAB INC COM2.6K shares0.00%2025-12-312026-01-07

CMCSA COMCAST CORP NEW CL A23.0K shares0.52%2025-12-312026-01-07

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF13.2K shares20.00%2025-12-312026-01-07

SHOP SHOPIFY INC CL A SUB VTG SHS4.1K shares3.62%2025-12-312026-01-07

DRAFTKINGS INC NEW COM CL A DRAFTKINGS INC NEW COM CL A19.2K shares-0.12%2025-12-312026-01-07

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND2.4K shares-2.74%2025-12-312026-01-07

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TECH BIO-TECHNE CORP COM11.1K shares0.00%2025-12-312026-01-07

QUAL ISHARES MSCI USA QUALITY FACTOR ETF3.3K shares6.09%2025-12-312026-01-07

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM1.9K shares7.82%2025-12-312026-01-07

WM WASTE MGMT INC DEL COM2.9K shares202.49%2025-12-312026-01-07

IEF ISHARES 7-10 YEAR TREASURY BOND ETF6.5K shares0.00%2025-12-312026-01-07

SNOW SNOWFLAKE INC COM SHS2.8K shares-32.71%2025-12-312026-01-07

SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF13.9K shares0.00%2025-12-312026-01-07

TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND6.4K shares-3.77%2025-12-312026-01-07

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PQDI PRINCIPAL SPECTRUM PREFERRED AND INCOME ETF31.4K shares4.82%2025-12-312026-01-07

GLW CORNING INC COM6.9K shares-0.29%2025-12-312026-01-07

IR INGERSOLL RAND INC COM7.6K shares0.00%2025-12-312026-01-07

BA BOEING CO COM2.8K shares13.36%2025-12-312026-01-07

APH AMPHENOL CORP NEW CL A4.4K shares6.66%2025-12-312026-01-07

GWRE GUIDEWIRE SOFTWARE INC COM2.9K shares0.00%2025-12-312026-01-07

FI FISERV INC COM8.7K shares-53.88%2025-12-312026-01-07

KMB KIMBERLY-CLARK CORP COM5.7K shares14.62%2025-12-312026-01-07

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DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND11.5K shares-1.71%2025-12-312026-01-07

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF5.6K shares250.53%2025-12-312026-01-07

EVR EVERCORE INC CLASS A1.6K shares-1.79%2025-12-312026-01-07

AJG GALLAGHER ARTHUR J & CO COM2.2K shares14.55%2025-12-312026-01-07

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF6.4K shares13.98%2025-12-312026-01-07

CGCB CAPITAL GROUP CORE BOND ETF20.4K shares0.00%2025-12-312026-01-07

LH LABCORP HOLDINGS INC COM SHS2.2K shares2.92%2025-12-312026-01-07

RCL ROYAL CARIBBEAN GROUP COM1.9K shares-35.66%2025-12-312026-01-07

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EPD ENTERPRISE PRODS PARTNERS L P COM16.6K shares-0.13%2025-12-312026-01-07

CB CHUBB LIMITED COM1.7K shares-9.12%2025-12-312026-01-07

BKR BAKER HUGHES COMPANY CL A11.5K shares-3.16%2025-12-312026-01-07

VST VISTRA CORP COM3.2K shares495.68%2025-12-312026-01-07

IYH ISHARES U.S. HEALTHCARE ETF7.8K shares0.00%2025-12-312026-01-07

GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF9.6K shares65.35%2025-12-312026-01-07

T AT&T INC COM20.4K shares-6.34%2025-12-312026-01-07

IGF ISHARES GLOBAL INFRASTRUCTURE ETF8.2K shares12.22%2025-12-312026-01-07

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BMY BRISTOL-MYERS SQUIBB CO COM9.3K shares2.46%2025-12-312026-01-07

ISHARES GOLD TRUST ISHARES GOLD TRUST6.2K shares0.13%2025-12-312026-01-07

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF7.5K shares221.94%2025-12-312026-01-07

IBB ISHARES BIOTECHNOLOGY ETF2.9K shares83.42%2025-12-312026-01-07

VRTX VERTEX PHARMACEUTICALS INC COM1.1K shares-5.12%2025-12-312026-01-07

ACGL ARCH CAP GROUP LTD ORD5.2K shares8.42%2025-12-312026-01-07

MO ALTRIA GROUP INC COM8.6K shares25.06%2025-12-312026-01-07

TDG TRANSDIGM GROUP INC COM363 shares0.00%2025-12-312026-01-07

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JAVA JPMORGAN ACTIVE VALUE ETF6.5K shares12.29%2025-12-312026-01-07

TMUS T-MOBILE US INC COM2.3K shares-75.76%2025-12-312026-01-07

YORW YORK WTR CO COM14.5K shares0.00%2025-12-312026-01-07

AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF7.1K shares-0.07%2025-12-312026-01-07

NTRA NATERA INC COM2.0K shares0.00%2025-12-312026-01-07

EMR EMERSON ELEC CO COM3.4K shares-11.38%2025-12-312026-01-07

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF3.3K shares0.00%2025-12-312026-01-07

IHI ISHARES U.S. MEDICAL DEVICES ETF7.3K shares0.00%2025-12-312026-01-07

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PTC PTC INC COM2.6K shares-0.77%2025-12-312026-01-07

MKC MCCORMICK & CO INC COM NON VTG6.6K shares2.70%2025-12-312026-01-07

DPZ DOMINOS PIZZA INC COM1.0K shares-7.18%2025-12-312026-01-07

XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF1.4K shares0.00%2025-12-312026-01-07

ULTA ULTA BEAUTY INC COM718 shares0.00%2025-12-312026-01-07

PFF ISHARES PREFERRED & INCOME SECURITIES ETF14.0K shares0.00%2025-12-312026-01-07

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF7.3K shares-4.23%2025-12-312026-01-07

PSX PHILLIPS 66 COM3.3K shares-0.09%2025-12-312026-01-07

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CMI CUMMINS INC COM824 shares0.86%2025-12-312026-01-07

CSGP COSTAR GROUP INC COM6.2K shares1.23%2025-12-312026-01-07

BND VANGUARD TOTAL BOND MARKET ETF5.5K shares371.14%2025-12-312026-01-07

QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF2.9K shares0.00%2025-12-312026-01-07

NOW SERVICENOW INC COM2.6K shares375.41%2025-12-312026-01-07

ENB ENBRIDGE INC COM8.3K shares21.66%2025-12-312026-01-07

SCHD SCHWAB US DIVIDEND EQUITY ETF14.4K shares0.00%2025-12-312026-01-07

IYR ISHARES U.S. REAL ESTATE ETF4.2K sharesnew addition2025-12-312026-01-07

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CWCO CONSOLIDATED WATER CO INC ORD11.1K shares0.00%2025-12-312026-01-07

NVO NOVO-NORDISK A S ADR7.7K shares109.58%2025-12-312026-01-07

VEEV VEEVA SYS INC CL A COM1.7K shares0.00%2025-12-312026-01-07

AMRZ AMRIZE LTD SHS7.0K sharesnew addition2025-12-312026-01-07

REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF4.4K shares0.00%2025-12-312026-01-07

MPC MARATHON PETE CORP COM2.3K shares-4.85%2025-12-312026-01-07

ALL ALLSTATE CORP COM1.8K shares-8.32%2025-12-312026-01-07

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.7K shares0.12%2025-12-312026-01-07

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VEA VANGUARD FTSE DEVELOPED MARKETS ETF5.9K shares124.81%2025-12-312026-01-07

FBCG FIDELITY BLUE CHIP GROWTH ETF6.7K shares0.00%2025-12-312026-01-07

EXC EXELON CORP COM8.3K shares0.00%2025-12-312026-01-07

FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3.5K shares0.00%2025-12-312026-01-07

UTHR UNITED THERAPEUTICS CORP DEL COM714 shares15.35%2025-12-312026-01-07

IFRA ISHARES U.S. INFRASTRUCTURE ETF6.6K shares2.20%2025-12-312026-01-07

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF3.7K shares0.00%2025-12-312026-01-07

QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND1.5K shares0.00%2025-12-312026-01-07

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YOU CLEAR SECURE INC COM CL A9.5K shares0.42%2025-12-312026-01-07

EWJ ISHARES MSCI JAPAN ETF4.1K shares-5.81%2025-12-312026-01-07

BSV VANGUARD SHORT-TERM BOND ETF4.1K shares0.00%2025-12-312026-01-07

AZN ASTRAZENECA PLC SPONSORED ADR3.5K shares4.52%2025-12-312026-01-07

TXN TEXAS INSTRS INC COM1.9K shares-2.75%2025-12-312026-01-07

TLH ISHARES 10-20 YEAR TREASURY BOND ETF3.2K shares-19.29%2025-12-312026-01-07

MAIN MAIN STR CAP CORP COM5.3K shares0.00%2025-12-312026-01-07

INFY INFOSYS LTD SPONSORED ADR17.7K shares275.70%2025-12-312026-01-07

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SHAK SHAKE SHACK INC CL A3.9K shares98.21%2025-12-312026-01-07

PPA INVESCO AEROSPACE & DEFENSE ETF2.0K shares2.65%2025-12-312026-01-07

HCA HCA HEALTHCARE INC COM659 shares9.11%2025-12-312026-01-07

CDNS CADENCE DESIGN SYSTEM INC COM981 shares1535.00%2025-12-312026-01-07

ET ENERGY TRANSFER L P COM UT LTD PTN18.4K shares-32.69%2025-12-312026-01-07

EPI WISDOMTREE INDIA EARNINGS FUND6.5K shares-8.39%2025-12-312026-01-07

NSC NORFOLK SOUTHN CORP COM1.1K shares0.00%2025-12-312026-01-07

OEF ISHARES S&P 100 ETF880 shares18.44%2025-12-312026-01-07

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KKR & CO INC COM KKR & CO INC COM2.4K shares110.12%2025-12-312026-01-07

VHT VANGUARD HEALTH CARE ETF1.0K shares0.00%2025-12-312026-01-07

SHW SHERWIN WILLIAMS CO COM926 shares-1.91%2025-12-312026-01-07

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF10.1K shares24.42%2025-12-312026-01-07

CG CARLYLE GROUP INC COM5.0K shares0.00%2025-12-312026-01-07

TMO THERMO FISHER SCIENTIFIC INC COM504 shares155.84%2025-12-312026-01-07

AMAT APPLIED MATLS INC COM1.1K shares38.22%2025-12-312026-01-07

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS67.3K shares0.41%2025-12-312026-01-07

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MMM 3M CO COM1.8K shares4.16%2025-12-312026-01-07

ILCV ISHARES MORNINGSTAR VALUE ETF3.0K shares-6.15%2025-12-312026-01-07

NICE NICE LTD SPONSORED ADR2.5K shares-26.50%2025-12-312026-01-07

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF2.6K shares0.00%2025-12-312026-01-07

DIS DISNEY WALT CO COM2.5K shares-17.72%2025-12-312026-01-07

ADBE ADOBE INC COM808 shares27.44%2025-12-312026-01-07

DELL DELL TECHNOLOGIES INC CL C2.1K shares374.56%2025-12-312026-01-07

IDXX IDEXX LABS INC COM388 shares6.89%2025-12-312026-01-07

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YUM YUM BRANDS INC COM1.7K shares0.00%2025-12-312026-01-07

FANG DIAMONDBACK ENERGY INC COM1.7K shares9.00%2025-12-312026-01-07

VWO VANGUARD FTSE EMERGING MARKETS ETF4.8K shares98.97%2025-12-312026-01-07

BLD TOPBUILD CORP COM621 shares0.00%2025-12-312026-01-07

CPRT COPART INC COM6.5K shares65.78%2025-12-312026-01-07

OMF ONEMAIN HLDGS INC COM3.8K shares0.05%2025-12-312026-01-07

COIN COINBASE GLOBAL INC COM CL A1.1K shares-34.80%2025-12-312026-01-07

SCHM SCHWAB U.S. MID-CAP ETF8.3K shares0.00%2025-12-312026-01-07

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NVR NVR INC COM34 shares-5.56%2025-12-312026-01-07

LNG CHENIERE ENERGY INC COM NEW1.3K shares-33.23%2025-12-312026-01-07

ICE INTERCONTINENTAL EXCHANGE INC COM1.5K shares18.11%2025-12-312026-01-07

ILCG ISHARES MORNINGSTAR GROWTH ETF2.3K shares0.00%2025-12-312026-01-07

MDLZ MONDELEZ INTL INC CL A4.5K shares18.17%2025-12-312026-01-07

PERIMETER SOLUTIONS INC COMMON STOCK PERIMETER SOLUTIONS INC COMMON STOCK8.7K shares-6.97%2025-12-312026-01-07

CTAS CINTAS CORP COM1.3K shares13.13%2025-12-312026-01-07

IXN ISHARES GLOBAL TECH ETF2.3K shares0.00%2025-12-312026-01-07

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VV VANGUARD LARGE-CAP ETF748 shares0.00%2025-12-312026-01-07

AMP AMERIPRISE FINL INC COM476 shares14.70%2025-12-312026-01-07

BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN10.2K shares-10.89%2025-12-312026-01-07

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.2K shares5.13%2025-12-312026-01-07

NVS NOVARTIS AG SPONSORED ADR1.6K shares0.67%2025-12-312026-01-07

ORLY OREILLY AUTOMOTIVE INC COM2.5K shares42.24%2025-12-312026-01-07

PFE PFIZER INC COM9.1K shares-0.80%2025-12-312026-01-07

GBCI GLACIER BANCORP INC NEW COM5.1K shares0.00%2025-12-312026-01-07

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NUV NUVEEN MUN VALUE FD INC COM24.6K shares0.00%2025-12-312026-01-07

ENVX ENOVIX CORPORATION COM30.1K shares-0.66%2025-12-312026-01-07

MU MICRON TECHNOLOGY INC COM770 shares65.59%2025-12-312026-01-07

ITW ILLINOIS TOOL WKS INC COM6.7K shares-0.66%2025-12-312026-01-07

MDY SPDR S&P MIDCAP 400 ETF TRUST355 shares0.00%2025-12-312026-01-07

TRV TRAVELERS COMPANIES INC COM730 shares37.74%2025-12-312026-01-07

XYZ BLOCK INC CL A3.2K shares-3.05%2025-12-312026-01-07

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND2.3K shares0.00%2025-12-312026-01-07

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KNSL KINSALE CAP GROUP INC COM534 shares184.04%2025-12-312026-01-07

PDP INVESCO DORSEY WRIGHT MOMENTUM ETF1.8K shares0.00%2025-12-312026-01-07

PPG PPG INDS INC COM2.0K shares0.00%2025-12-312026-01-07

SRE SEMPRA COM2.3K shares40.63%2025-12-312026-01-07

ROP ROPER TECHNOLOGIES INC COM460 shares5.75%2025-12-312026-01-07

JCI JOHNSON CTLS INTL PLC SHS1.7K shares6.57%2025-12-312026-01-07

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS1.6K shares-20.49%2025-12-312026-01-07

FDS FACTSET RESH SYS INC COM699 shares-19.47%2025-12-312026-01-07

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JPST JPMORGAN ULTRA-SHORT INCOME ETF4.0K shares141.60%2025-12-312026-01-07

SPG SIMON PPTY GROUP INC NEW COM1.1K shares3.62%2025-12-312026-01-07

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF1.3K shares47.72%2025-12-312026-01-07

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR6.1K shares0.00%2025-12-312026-01-07

WDAY WORKDAY INC CL A931 shares-52.62%2025-12-312026-01-07

CHKP CHECK POINT SOFTWARE TECH LTD ORD1.1K shares7.86%2025-12-312026-01-07

HLT HILTON WORLDWIDE HLDGS INC COM686 shares36.65%2025-12-312026-01-07

ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF2.1K shares0.00%2025-12-312026-01-07

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UYG PROSHARES ULTRA FINANCIALS2.1K shares0.00%2025-12-312026-01-07

DRI DARDEN RESTAURANTS INC COM1.0K shares-21.80%2025-12-312026-01-07

PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF2.5K shares0.00%2025-12-312026-01-07

FXI ISHARES CHINA LARGE-CAP ETF5.0K shares20.24%2025-12-312026-01-07

ALLW SPDR BRIDGEWATER ALL WEATHER ETF6.9K shares65.63%2025-12-312026-01-07

CARR CARRIER GLOBAL CORPORATION COM3.6K shares50.06%2025-12-312026-01-07

ROL ROLLINS INC COM3.2K shares0.00%2025-12-312026-01-07

EFV ISHARES MSCI EAFE VALUE ETF2.5K shares-3.34%2025-12-312026-01-07

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RY ROYAL BK CDA COM1.0K shares0.00%2025-12-312026-01-07

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND1.8K shares0.00%2025-12-312026-01-07

ICVT ISHARES CONVERTIBLE BOND ETF1.8K shares0.00%2025-12-312026-01-07

AIZ ASSURANT INC COM723 shares0.00%2025-12-312026-01-07

GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF4.5K shares156.57%2025-12-312026-01-07

RGEN REPLIGEN CORP COM1.1K shares0.00%2025-12-312026-01-07

RDDT REDDIT INC CL A750 shares0.00%2025-12-312026-01-07

ELV ELEVANCE HEALTH INC FORMERLY A COM491 shares72.28%2025-12-312026-01-07

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WMB WILLIAMS COS INC COM2.8K shares57.99%2025-12-312026-01-07

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF5.3K shares0.00%2025-12-312026-01-07

ROST ROSS STORES INC COM936 shares9.73%2025-12-312026-01-07

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF2.8K shares2.71%2025-12-312026-01-07

SCHW SCHWAB CHARLES CORP COM7.8K shares-2.12%2025-12-312026-01-07

UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF3.5K shares566.67%2025-12-312026-01-07

NEM NEWMONT CORP COM1.7K shares-8.08%2025-12-312026-01-07

SOUN SOUNDHOUND AI INC CLASS A COM16.6K shares0.00%2025-12-312026-01-07

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RPM RPM INTL INC COM1.6K sharesnew addition2025-12-312026-01-07

GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF2.6K shares6405.00%2025-12-312026-01-07

BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF3.2K shares0.00%2025-12-312026-01-07

PWB INVESCO LARGE CAP GROWTH ETF1.2K shares0.00%2025-12-312026-01-07

HEI HEICO CORP NEW COM480 shares0.00%2025-12-312026-01-07

LULU LULULEMON ATHLETICA INC COM744 shares-64.79%2025-12-312026-01-07

VRSK VERISK ANALYTICS INC COM686 shares3.00%2025-12-312026-01-07

BDX BECTON DICKINSON & CO COM784 shares0.26%2025-12-312026-01-07

Sponsored

SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF2.3K shares0.00%2025-12-312026-01-07

NBTB NBT BANCORP INC COM3.6K shares0.00%2025-12-312026-01-07

CAH CARDINAL HEALTH INC COM726 shares-1.49%2025-12-312026-01-07

LINDE PLC SHS LINDE PLC SHS345 shares54.71%2025-12-312026-01-07

LYV LIVE NATION ENTERTAINMENT INC COM1.0K shares10.62%2025-12-312026-01-07

RBC RBC BEARINGS INC COM327 shares0.00%2025-12-312026-01-07

PFG PRINCIPAL FINANCIAL GROUP INC COM1.7K shares4.95%2025-12-312026-01-07

KMI KINDER MORGAN INC DEL COM5.3K shares11.86%2025-12-312026-01-07

Sponsored

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF1.6K shares39.05%2025-12-312026-01-07

STZ CONSTELLATION BRANDS INC CL A1.0K shares67.09%2025-12-312026-01-07

PGR PROGRESSIVE CORP COM633 shares16.79%2025-12-312026-01-07

CL COLGATE PALMOLIVE CO COM1.8K shares-16.19%2025-12-312026-01-07

EBAY EBAY INC. COM1.6K shares-9.74%2025-12-312026-01-07

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF2.7K shares33.52%2025-12-312026-01-07

RSG REPUBLIC SVCS INC COM662 shares5416.67%2025-12-312026-01-07

AIG AMERICAN INTL GROUP INC COM NEW1.6K shares173.41%2025-12-312026-01-07

Sponsored

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF3.0K shares0.00%2025-12-312026-01-07

JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL4.7K shares0.00%2025-12-312026-01-07

CTVA CORTEVA INC COM2.0K shares81.57%2025-12-312026-01-07

HEI.A HEICO CORP NEW CL A539 shares0.00%2025-12-312026-01-07

SCHA SCHWAB U.S. SMALL-CAP ETF4.8K shares0.00%2025-12-312026-01-07

AME AMETEK INC COM660 shares23.60%2025-12-312026-01-07

OTIS OTIS WORLDWIDE CORP COM1.5K shares-5.04%2025-12-312026-01-07

ADI ANALOG DEVICES INC COM496 shares109.28%2025-12-312026-01-07

Sponsored

SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF4.7K shares637.24%2025-12-312026-01-07

LHX L3HARRIS TECHNOLOGIES INC COM454 shares-14.02%2025-12-312026-01-07

GPC GENUINE PARTS CO COM1.1K shares7.58%2025-12-312026-01-07

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF1.1K shares194.43%2025-12-312026-01-07

HLNE HAMILTON LANE INC CL A967 shares0.00%2025-12-312026-01-07

CF CF INDS HLDGS INC COM1.7K shares-0.12%2025-12-312026-01-07

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM1.7K shares2.95%2025-12-312026-01-07

ZION ZIONS BANCORPORATION N A COM2.2K shares0.00%2025-12-312026-01-07

Sponsored

BST BLACKROCK SCIENCE & TECHNOLOGY SHS3.2K shares0.00%2025-12-312026-01-07

FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND615 shares0.00%2025-12-312026-01-07

JOBY JOBY AVIATION INC COMMON STOCK9.6K shares20.39%2025-12-312026-01-07

IXG ISHARES GLOBAL FINANCIALS ETF1.0K sharesnew addition2025-12-312026-01-07

SYF SYNCHRONY FINANCIAL COM1.5K shares53.71%2025-12-312026-01-07

CRSP CRISPR THERAPEUTICS AG NAMEN AKT2.4K shares-33.33%2025-12-312026-01-07

SYY SYSCO CORP COM1.7K shares0.00%2025-12-312026-01-07

HAYW HAYWARD HLDGS INC COM7.8K shares0.00%2025-12-312026-01-07

Sponsored

VLTO VERALTO CORP COM SHS1.2K shares-7.25%2025-12-312026-01-07

USMV ISHARES MSCI USA MIN VOL FACTOR ETF1.3K shares0.00%2025-12-312026-01-07

NOVT NOVANTA INC COM987 shares0.00%2025-12-312026-01-07

CWST CASELLA WASTE SYS INC CL A1.2K shares22.97%2025-12-312026-01-07

CME CME GROUP INC COM430 shares-11.70%2025-12-312026-01-07

IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF1.3K shares0.00%2025-12-312026-01-07

IYJ ISHARES U.S. INDUSTRIALS ETF775 shares0.00%2025-12-312026-01-07

VAC MARRIOTT VACATIONS WORLDWIDE C COM2.0K shares0.00%2025-12-312026-01-07

Sponsored

DSGX DESCARTES SYS GROUP INC COM1.3K shares0.00%2025-12-312026-01-07

TT TRANE TECHNOLOGIES PLC SHS285 shares0.35%2025-12-312026-01-07

ARGX ARGENX SE SPONSORED ADR131 shares13.91%2025-12-312026-01-07

APPF APPFOLIO INC COM CL A467 shares0.00%2025-12-312026-01-07

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF2.5K shares46.81%2025-12-312026-01-07

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF2.3K shares4.80%2025-12-312026-01-07

ZTS ZOETIS INC CL A852 shares-4.38%2025-12-312026-01-07

ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER4.0K shares0.00%2025-12-312026-01-07

Sponsored

PPTA PERPETUA RESOURCES CORP COM4.4K shares42.74%2025-12-312026-01-07

ZFEB INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY4.2K shares0.00%2025-12-312026-01-07

WSM WILLIAMS SONOMA INC COM593 shares-3.26%2025-12-312026-01-07

PBE INVESCO BIOTECHNOLOGY & GENOME ETF1.3K shares750.00%2025-12-312026-01-07

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TRUST1.5K shares15.38%2025-12-312026-01-07

GLD Call CallSPDR GOLD SHARES700 shares-30.00%2025-12-312026-01-07

ONON Call CallON HLDG AG NAMEN AKT A1.5K shares0.00%2025-12-312026-01-07

Put Option Holdings

AAPL Put PutAPPLE INC COM900 shares-50.00%2025-12-312026-01-07

INVESCO QQQ TRUST SERIES I Put PutINVESCO QQQ TRUST SERIES I200 shares-60.00%2025-12-312026-01-07

NVDA Put PutNVIDIA CORPORATION COM300 sharesnew addition2025-12-312026-01-07