The Analysis of HOWE & RUSLING INC's Holdings


Currently, HOWE & RUSLING INC holds 448 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in ELV (+18.5K shares, valued at $6.0M), APD (+20.8K shares, valued at $5.7M), ACN (+20.3K shares, valued at $5.0M); decreased their positions in UNH (-20.1K shares, valued at $6.9M), APH (-46.0K shares, valued at $5.7M), GPC (-36.9K shares, valued at $5.1M); initiated new positions in APD (+20.8K shares, valued at $5.7M), BRBR (+55.3K shares, valued at $2.0M), TFC (+11.3K shares, valued at $514.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AVGO BROADCOM INC181.3K shares-3.69%2025-09-302025-11-05history
VTI VANGUARD INDEX FDS180.9K shares-4.25%2025-09-302025-11-05history
JPM JPMORGAN CHASE & CO.183.0K shares-0.26%2025-09-302025-11-05history
IVV ISHARES TR78.5K shares3.38%2025-09-302025-11-05history
IUSG ISHARES TR314.4K shares-1.46%2025-09-302025-11-05history
MSFT MICROSOFT CORP81.9K shares-0.83%2025-09-302025-11-05history
VCIT VANGUARD SCOTTSDALE FDS500.6K shares10.87%2025-09-302025-11-05history
AAPL APPLE INC157.0K shares1.34%2025-09-302025-11-05history
Sponsored
GVI ISHARES TR360.3K shares6.70%2025-09-302025-11-05history
IUSV ISHARES TR341.9K shares10.25%2025-09-302025-11-05history
NVDA NVIDIA CORPORATION177.2K shares1.31%2025-09-302025-11-05history
AMZN AMAZON COM INC142.5K shares1.90%2025-09-302025-11-05history
META META PLATFORMS INC40.5K shares0.83%2025-09-302025-11-05history
XOM EXXON MOBIL CORP229.9K shares0.23%2025-09-302025-11-05history
VCSH VANGUARD SCOTTSDALE FDS311.8K shares12.79%2025-09-302025-11-05history
ABBV ABBVIE INC89.8K shares3.94%2025-09-302025-11-05history
Sponsored
PM PHILIP MORRIS INTL INC121.4K shares-0.89%2025-09-302025-11-05history
HON HONEYWELL INTL INC93.4K shares-0.12%2025-09-302025-11-05history
NEE NEXTERA ENERGY INC257.2K shares1.57%2025-09-302025-11-05history
TJX TJX COS INC NEW132.7K shares0.63%2025-09-302025-11-05history
ICE INTERCONTINENTAL EXCHANGE IN109.8K shares-0.35%2025-09-302025-11-05history
GOOG ALPHABET INC71.8K shares0.69%2025-09-302025-11-05history
GS GOLDMAN SACHS GROUP INC21.1K shares0.77%2025-09-302025-11-05history
INTU INTUIT23.6K shares14.66%2025-09-302025-11-05history
Sponsored
MS MORGAN STANLEY97.2K shares1.50%2025-09-302025-11-05history
PEP PEPSICO INC99.2K shares10.50%2025-09-302025-11-05history
KO COCA COLA CO197.3K shares-2.00%2025-09-302025-11-05history
VYM VANGUARD WHITEHALL FDS92.8K shares6.39%2025-09-302025-11-05history
MDLZ MONDELEZ INTL INC203.7K shares2.20%2025-09-302025-11-05history
MCD MCDONALDS CORP41.4K shares9.77%2025-09-302025-11-05history
BAC BANK AMERICA CORP239.3K shares-3.91%2025-09-302025-11-05history
UNP UNION PAC CORP50.5K shares1.24%2025-09-302025-11-05history
Sponsored
SYK STRYKER CORPORATION31.3K shares-0.21%2025-09-302025-11-05history
CASY CASEYS GEN STORES INC20.1K shares1.84%2025-09-302025-11-05history
DTE DTE ENERGY CO79.6K shares-1.16%2025-09-302025-11-05history
MA MASTERCARD INCORPORATED19.3K shares-0.05%2025-09-302025-11-05history
VGIT VANGUARD SCOTTSDALE FDS181.8K shares23.99%2025-09-302025-11-05history
ACN ACCENTURE PLC IRELAND42.9K shares89.50%2025-09-302025-11-05history
IJR ISHARES TR88.3K shares1.89%2025-09-302025-11-05history
V VISA INC30.5K shares-2.61%2025-09-302025-11-05history
Sponsored
GD GENERAL DYNAMICS CORP30.6K shares0.18%2025-09-302025-11-05history
VWO VANGUARD INTL EQUITY INDEX F190.5K shares-2.11%2025-09-302025-11-05history
RRC RANGE RES CORP270.4K shares0.76%2025-09-302025-11-05history
RRX REGAL REXNORD CORPORATION69.9K shares54.05%2025-09-302025-11-05history
CAT CATERPILLAR INC21.0K shares1.01%2025-09-302025-11-05history
ELV ELEVANCE HEALTH INC FORMERLY30.9K shares148.69%2025-09-302025-11-05history
CRWD CROWDSTRIKE HLDGS INC19.7K shares1.36%2025-09-302025-11-05history
CCK CROWN HLDGS INC99.8K shares-0.64%2025-09-302025-11-05history
Sponsored
CME CME GROUP INC34.6K shares0.82%2025-09-302025-11-05history
APH AMPHENOL CORP NEW73.4K shares-38.53%2025-09-302025-11-05history
AZN ASTRAZENECA PLC117.6K shares0.35%2025-09-302025-11-05history
VO VANGUARD INDEX FDS30.4K shares2.73%2025-09-302025-11-05history
USHY ISHARES TR233.5K shares9.41%2025-09-302025-11-05history
CMS CMS ENERGY CORP113.7K shares-0.69%2025-09-302025-11-05history
COST COSTCO WHSL CORP NEW8.9K shares-7.45%2025-09-302025-11-05history
MGV VANGUARD WORLD FD57.4K shares11.28%2025-09-302025-11-05history
Sponsored
ASML ASML HOLDING N V7.9K shares0.38%2025-09-302025-11-05history
CVX CHEVRON CORP NEW47.8K shares0.78%2025-09-302025-11-05history
ZS ZSCALER INC23.3K shares0.05%2025-09-302025-11-05history
DHR DANAHER CORPORATION35.0K shares2.35%2025-09-302025-11-05history
SPY SPDR S&P 500 ETF TR10.3K shares-4.25%2025-09-302025-11-05history
EW EDWARDS LIFESCIENCES CORP85.9K shares1.14%2025-09-302025-11-05history
NSC NORFOLK SOUTHN CORP21.7K shares-1.00%2025-09-302025-11-05history
BKNG BOOKING HOLDINGS INC1.2K shares-0.83%2025-09-302025-11-05history
Sponsored
KLAC KLA CORP5.9K shares1.26%2025-09-302025-11-05history
MDT MEDTRONIC PLC65.4K shares6.98%2025-09-302025-11-05history
IDXX IDEXX LABS INC9.5K shares16.85%2025-09-302025-11-05history
QCOM QUALCOMM INC36.3K shares0.01%2025-09-302025-11-05history
LHX L3HARRIS TECHNOLOGIES INC19.2K shares-1.37%2025-09-302025-11-05history
PINS PINTEREST INC181.7K shares-0.54%2025-09-302025-11-05history
CDNS CADENCE DESIGN SYSTEM INC16.4K shares0.20%2025-09-302025-11-05history
APD AIR PRODS & CHEMS INC20.8K sharesnew addition2025-09-302025-11-05history
Sponsored
FI FISERV INC43.2K shares-1.19%2025-09-302025-11-05history
CELH CELSIUS HLDGS INC95.8K shares-11.35%2025-09-302025-11-05history
DOX AMDOCS LTD64.8K shares-2.76%2025-09-302025-11-05history
DIS DISNEY WALT CO45.4K shares2.37%2025-09-302025-11-05history
BDX BECTON DICKINSON & CO26.7K shares1.16%2025-09-302025-11-05history
LAMR LAMAR ADVERTISING CO NEW40.2K shares38.78%2025-09-302025-11-05history
LOW LOWES COS INC19.4K shares-24.26%2025-09-302025-11-05history
EOG EOG RES INC39.9K shares-1.04%2025-09-302025-11-05history
Sponsored
IEFA ISHARES TR49.2K shares5.19%2025-09-302025-11-05history
XLK SELECT SECTOR SPDR TR14.5K shares128.98%2025-09-302025-11-05history
JNJ JOHNSON & JOHNSON21.5K shares10.39%2025-09-302025-11-05history
RTX RTX CORPORATION23.1K shares-2.19%2025-09-302025-11-05history
XLF SELECT SECTOR SPDR TR68.3K shares168.23%2025-09-302025-11-05history
VRTX VERTEX PHARMACEUTICALS INC9.3K shares-1.00%2025-09-302025-11-05history
DGRO ISHARES TR53.8K shares-1.69%2025-09-302025-11-05history
AMAT APPLIED MATLS INC17.8K shares2.14%2025-09-302025-11-05history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F48.7K shares10.34%2025-09-302025-11-05history
MU MICRON TECHNOLOGY INC19.6K shares-5.43%2025-09-302025-11-05history
IQLT ISHARES TR73.9K shares38.96%2025-09-302025-11-05history
VYMI VANGUARD WHITEHALL FDS35.7K shares0.61%2025-09-302025-11-05history
OEF ISHARES TR8.4K shares0.00%2025-09-302025-11-05history
ALNT ALLIENT INC57.6K shares-28.53%2025-09-302025-11-05history
CTVA CORTEVA INC37.0K shares0.19%2025-09-302025-11-05history
SCHB SCHWAB STRATEGIC TR88.1K shares-4.06%2025-09-302025-11-05history
Sponsored
BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-11-05history
PBJ INVESCO EXCHANGE TRADED FD T46.7K shares-4.94%2025-09-302025-11-05history
BRBR BELLRING BRANDS INC55.3K sharesnew addition2025-09-302025-11-05history
XLI SELECT SECTOR SPDR TR12.8K shares344.49%2025-09-302025-11-05history
ORCL ORACLE CORP6.9K shares10.49%2025-09-302025-11-05history
UNH UNITEDHEALTH GROUP INC5.2K shares-79.55%2025-09-302025-11-05history
SHEL SHELL PLC24.4K shares-0.35%2025-09-302025-11-05history
STZ CONSTELLATION BRANDS INC12.8K shares-8.83%2025-09-302025-11-05history
Sponsored
VOE VANGUARD INDEX FDS9.4K shares7.79%2025-09-302025-11-05history
MRK MERCK & CO INC19.4K shares-0.64%2025-09-302025-11-05history
VGSH VANGUARD SCOTTSDALE FDS27.7K shares-30.41%2025-09-302025-11-05history
PAYX PAYCHEX INC12.5K shares16.54%2025-09-302025-11-05history
GOOGL ALPHABET INC6.5K shares1.83%2025-09-302025-11-05history
COR CENCORA INC5.0K shares-21.58%2025-09-302025-11-05history
AMGN AMGEN INC5.3K shares6.42%2025-09-302025-11-05history
HDV ISHARES TR11.7K shares-12.92%2025-09-302025-11-05history
Sponsored
ADBE ADOBE INC4.0K shares-5.59%2025-09-302025-11-05history
HD HOME DEPOT INC3.5K shares7.76%2025-09-302025-11-05history
PANW PALO ALTO NETWORKS INC6.7K shares-1.69%2025-09-302025-11-05history
CSCO CISCO SYS INC19.3K shares-0.15%2025-09-302025-11-05history
PG PROCTER AND GAMBLE CO8.5K shares31.47%2025-09-302025-11-05history
GE GE AEROSPACE4.3K shares6.31%2025-09-302025-11-05history
SWKS SKYWORKS SOLUTIONS INC15.4K shares-39.38%2025-09-302025-11-05history
LMT LOCKHEED MARTIN CORP2.4K shares2.71%2025-09-302025-11-05history
Sponsored
SCHX SCHWAB STRATEGIC TR44.2K shares-10.85%2025-09-302025-11-05history
MMM 3M CO7.5K shares10.63%2025-09-302025-11-05history
MCK MCKESSON CORP1.5K shares-4.04%2025-09-302025-11-05history
MDY SPDR S&P MIDCAP 400 ETF TR1.8K shares-0.22%2025-09-302025-11-05history
SPGI S&P GLOBAL INC2.3K shares-0.09%2025-09-302025-11-05history
VTEB VANGUARD MUN BD FDS21.4K shares-14.69%2025-09-302025-11-05history
ADP AUTOMATIC DATA PROCESSING IN3.6K shares-2.25%2025-09-302025-11-05history
VOO VANGUARD INDEX FDS1.7K shares7.77%2025-09-302025-11-05history
Sponsored
SHM SPDR SERIES TRUST21.4K shares-0.14%2025-09-302025-11-05history
GLD SPDR GOLD TR2.7K shares2.01%2025-09-302025-11-05history
IEMG ISHARES INC14.3K shares-8.21%2025-09-302025-11-05history
DOL WISDOMTREE TR15.1K shares12.02%2025-09-302025-11-05history
DD DUPONT DE NEMOURS INC11.8K shares0.38%2025-09-302025-11-05history
MSI MOTOROLA SOLUTIONS INC2.0K shares-0.85%2025-09-302025-11-05history
ITOT ISHARES TR6.2K shares-13.18%2025-09-302025-11-05history
WPC WP CAREY INC13.3K shares0.64%2025-09-302025-11-05history
Sponsored
AFL AFLAC INC8.0K shares0.53%2025-09-302025-11-05history
VTV VANGUARD INDEX FDS4.8K shares-4.99%2025-09-302025-11-05history
GPC GENUINE PARTS CO6.2K shares-85.53%2025-09-302025-11-05history
IBM INTERNATIONAL BUSINESS MACHS3.0K shares-6.43%2025-09-302025-11-05history
ABT ABBOTT LABS6.2K shares8.95%2025-09-302025-11-05history
SCHA SCHWAB STRATEGIC TR28.6K shares-6.15%2025-09-302025-11-05history
PFE PFIZER INC30.6K shares3.31%2025-09-302025-11-05history
WM WASTE MGMT INC DEL3.5K shares-0.99%2025-09-302025-11-05history
Sponsored
ROST ROSS STORES INC4.8K shares8.73%2025-09-302025-11-05history
SCHD SCHWAB STRATEGIC TR27.0K shares-3.11%2025-09-302025-11-05history
MTB M & T BK CORP3.7K shares0.27%2025-09-302025-11-05history
BNL BROADSTONE NET LEASE INC40.8K shares0.00%2025-09-302025-11-05history
NFLX NETFLIX INC599 shares-0.99%2025-09-302025-11-05history
AEP AMERICAN ELEC PWR CO INC6.4K shares3.68%2025-09-302025-11-05history
XLV SELECT SECTOR SPDR TR5.1K shares-21.47%2025-09-302025-11-05history
FNDX SCHWAB STRATEGIC TR26.7K shares-11.11%2025-09-302025-11-05history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC3.8K shares-12.54%2025-09-302025-11-05history
PHYS SPROTT ASSET MANAGEMENT LP23.5K shares3.55%2025-09-302025-11-05history
VZ VERIZON COMMUNICATIONS INC15.4K shares-0.58%2025-09-302025-11-05history
MO ALTRIA GROUP INC10.2K shares14.60%2025-09-302025-11-05history
PPL PPL CORP18.1K shares0.00%2025-09-302025-11-05history
NOC NORTHROP GRUMMAN CORP1.1K shares9.92%2025-09-302025-11-05history
SO SOUTHERN CO6.9K shares8.45%2025-09-302025-11-05history
LLY ELI LILLY & CO850 shares-5.03%2025-09-302025-11-05history
Sponsored
WFC WELLS FARGO CO NEW7.3K shares6.86%2025-09-302025-11-05history
PEG PUBLIC SVC ENTERPRISE GRP IN7.3K shares82.95%2025-09-302025-11-05history
TRNS TRANSCAT INC8.3K shares0.00%2025-09-302025-11-05history
GEV GE VERNOVA INC984 shares5.92%2025-09-302025-11-05history
BCO BRINKS CO5.1K shares0.00%2025-09-302025-11-05history
VGT VANGUARD WORLD FD787 shares0.00%2025-09-302025-11-05history
TSLA TESLA INC1.3K shares-4.84%2025-09-302025-11-05history
ETR ENTERGY CORP NEW6.1K shares0.02%2025-09-302025-11-05history
Sponsored
QQQ INVESCO QQQ TR925 shares28.83%2025-09-302025-11-05history
DIA SPDR DOW JONES INDL AVERAGE1.2K shares0.00%2025-09-302025-11-05history
OKE ONEOK INC NEW7.4K shares-39.62%2025-09-302025-11-05history
AXP AMERICAN EXPRESS CO1.6K shares-17.09%2025-09-302025-11-05history
PKG PACKAGING CORP AMER2.4K shares0.37%2025-09-302025-11-05history
WMT WALMART INC5.1K shares0.61%2025-09-302025-11-05history
USB US BANCORP DEL10.7K shares-1.02%2025-09-302025-11-05history
GILD GILEAD SCIENCES INC4.7K shares-1.19%2025-09-302025-11-05history
Sponsored
TFC TRUIST FINL CORP11.3K sharesnew addition2025-09-302025-11-05history
TXN TEXAS INSTRS INC2.8K shares10.99%2025-09-302025-11-05history
MGK VANGUARD WORLD FD1.3K shares0.08%2025-09-302025-11-05history
EMR EMERSON ELEC CO3.8K shares-0.03%2025-09-302025-11-05history
TT TRANE TECHNOLOGIES PLC1.2K shares-8.68%2025-09-302025-11-05history
COP CONOCOPHILLIPS5.2K shares7.62%2025-09-302025-11-05history
EPD ENTERPRISE PRODS PARTNERS L15.2K shares-1.79%2025-09-302025-11-05history
GBTC GRAYSCALE BITCOIN TRUST ETF5.2K shares-7.75%2025-09-302025-11-05history
Sponsored
NBTB NBT BANCORP INC10.8K shares-1.96%2025-09-302025-11-05history
MEI METHODE ELECTRS INC59.8K shares0.00%2025-09-302025-11-05history
AGG ISHARES TR4.5K shares3.21%2025-09-302025-11-05history
SHW SHERWIN WILLIAMS CO1.3K shares12.85%2025-09-302025-11-05history
NEM NEWMONT CORP5.2K shares-8.70%2025-09-302025-11-05history
NOW SERVICENOW INC463 shares-0.86%2025-09-302025-11-05history
ALL ALLSTATE CORP2.0K shares45.88%2025-09-302025-11-05history
XLC SELECT SECTOR SPDR TR3.6K shares174.90%2025-09-302025-11-05history
Sponsored
VEA VANGUARD TAX-MANAGED FDS7.0K shares-0.99%2025-09-302025-11-05history
USPH U S PHYSICAL THERAPY4.9K shares0.00%2025-09-302025-11-05history
IXUS ISHARES TR5.0K shares2.43%2025-09-302025-11-05history
GWW GRAINGER W W INC425 shares-0.70%2025-09-302025-11-05history
FGD FIRST TR EXCHANGE TRADED FD14.0K shares24.72%2025-09-302025-11-05history
DORM DORMAN PRODS INC2.5K shares-8.86%2025-09-302025-11-05history
CL COLGATE PALMOLIVE CO4.9K shares38.44%2025-09-302025-11-05history
PHO INVESCO EXCHANGE TRADED FD T5.4K shares1.31%2025-09-302025-11-05history
Sponsored
RY ROYAL BK CDA2.6K shares-4.17%2025-09-302025-11-05history
BA BOEING CO1.8K shares0.73%2025-09-302025-11-05history
LOB LIVE OAK BANCSHARES INC10.9K shares0.00%2025-09-302025-11-05history
TRGP TARGA RES CORP2.3K shares-0.17%2025-09-302025-11-05history
REGN REGENERON PHARMACEUTICALS677 shares9.02%2025-09-302025-11-05history
IUSB ISHARES TR8.1K shares0.50%2025-09-302025-11-05history
IWN ISHARES TR2.1K shares-6.64%2025-09-302025-11-05history
AEIS ADVANCED ENERGY INDS2.2K shares-11.18%2025-09-302025-11-05history
Sponsored
ETN EATON CORP PLC982 shares0.31%2025-09-302025-11-05history
IWM ISHARES TR1.5K shares-0.59%2025-09-302025-11-05history
MOD MODINE MFG CO2.6K shares0.00%2025-09-302025-11-05history
LPX LOUISIANA PAC CORP4.1K shares0.37%2025-09-302025-11-05history
VUG VANGUARD INDEX FDS760 shares-0.52%2025-09-302025-11-05history
CPB THE CAMPBELLS COMPANY11.5K shares0.88%2025-09-302025-11-05history
ZTS ZOETIS INC2.5K shares3.32%2025-09-302025-11-05history
CXT CRANE NXT CO5.4K sharesnew addition2025-09-302025-11-05history
Sponsored
MUSA MURPHY USA INC925 shares32.71%2025-09-302025-11-05history
SGOV ISHARES TR3.5K sharesnew addition2025-09-302025-11-05history
TLT ISHARES TR4.0K shares0.00%2025-09-302025-11-05history
DAR DARLING INGREDIENTS INC11.5K shares-6.02%2025-09-302025-11-05history
APP APPLOVIN CORP475 sharesnew addition2025-09-302025-11-05history
TKO TKO GROUP HOLDINGS INC1.7K shares5.05%2025-09-302025-11-05history
EXTR EXTREME NETWORKS16.4K shares21.52%2025-09-302025-11-05history
BOOT BOOT BARN HLDGS INC2.0K shares-17.96%2025-09-302025-11-05history
Sponsored
IJS ISHARES TR3.0K shares0.00%2025-09-302025-11-05history
BDC BELDEN INC2.8K shares-7.73%2025-09-302025-11-05history
IWP ISHARES TR2.3K shares-11.86%2025-09-302025-11-05history
IWF ISHARES TR697 shares-29.31%2025-09-302025-11-05history
AWI ARMSTRONG WORLD INDS INC NEW1.7K shares0.00%2025-09-302025-11-05history
AMT AMERICAN TOWER CORP NEW1.7K shares0.06%2025-09-302025-11-05history
EPAC ENERPAC TOOL GROUP CORP7.7K shares30.30%2025-09-302025-11-05history
SCHF SCHWAB STRATEGIC TR13.6K shares-21.62%2025-09-302025-11-05history
Sponsored
XLP SELECT SECTOR SPDR TR4.0K shares-65.35%2025-09-302025-11-05history
IBKR INTERACTIVE BROKERS GROUP IN4.4K shares-7.31%2025-09-302025-11-05history
ARLP ALLIANCE RESOURCE PARTNERS L12.0K shares0.00%2025-09-302025-11-05history
FNDA SCHWAB STRATEGIC TR9.7K shares-20.02%2025-09-302025-11-05history
CAH CARDINAL HEALTH INC1.9K shares-0.05%2025-09-302025-11-05history
IBIT ISHARES BITCOIN TRUST ETF4.6K shares-26.33%2025-09-302025-11-05history
CHKP CHECK POINT SOFTWARE TECH LT1.4K shares4.29%2025-09-302025-11-05history
MSA MSA SAFETY INC1.7K shares22.66%2025-09-302025-11-05history
Sponsored
ROK ROCKWELL AUTOMATION INC801 shares-1.60%2025-09-302025-11-05history
FBTC FIDELITY WISE ORIGIN BITCOIN2.8K shares11.71%2025-09-302025-11-05history
BLES NORTHERN LTS FD TR IV6.5K shares0.00%2025-09-302025-11-05history
BRK.B BERKSHIRE HATHAWAY INC DEL550 shares0.00%2025-09-302025-11-05history
TKR TIMKEN CO3.7K shares0.00%2025-09-302025-11-05history
MPC MARATHON PETE CORP1.4K sharesnew addition2025-09-302025-11-05history
SDY SPDR SERIES TRUST1.9K shares0.21%2025-09-302025-11-05history
XEL XCEL ENERGY INC3.3K shares0.36%2025-09-302025-11-05history
Sponsored
EA ELECTRONIC ARTS INC1.3K shares-1.91%2025-09-302025-11-05history
AGCO AGCO CORP2.5K shares-26.73%2025-09-302025-11-05history
DSI ISHARES TR2.1K shares0.29%2025-09-302025-11-05history
MCO MOODYS CORP555 shares-13.15%2025-09-302025-11-05history
VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2025-09-302025-11-05history
SPTS SPDR SERIES TRUST8.9K shares18.80%2025-09-302025-11-05history
SCL STEPAN CO5.4K shares10.64%2025-09-302025-11-05history
XLRE SELECT SECTOR SPDR TR6.1K shares25.30%2025-09-302025-11-05history
Sponsored
TGT TARGET CORP2.9K shares-3.08%2025-09-302025-11-05history
CRM SALESFORCE INC1.1K shares10.40%2025-09-302025-11-05history
BMY BRISTOL-MYERS SQUIBB CO5.6K shares-2.92%2025-09-302025-11-05history
GLW CORNING INC3.0K shares-29.09%2025-09-302025-11-05history
WEC WEC ENERGY GROUP INC2.2K shares-3.40%2025-09-302025-11-05history
EFSI EAGLE FINL SVCS INC6.5K sharesnew addition2025-09-302025-11-05history
SMH VANECK ETF TRUST739 shares-25.13%2025-09-302025-11-05history
ADI ANALOG DEVICES INC981 shares-0.41%2025-09-302025-11-05history
Sponsored
LRCX LAM RESEARCH CORP1.8K sharesnew addition2025-09-302025-11-05history
SOLV SOLVENTUM CORP3.3K shares-1.99%2025-09-302025-11-05history
MRVL MARVELL TECHNOLOGY INC2.9K shares3.60%2025-09-302025-11-05history
TDIV FIRST TR EXCHANGE TRADED FD2.4K shares-30.37%2025-09-302025-11-05history
EWJ ISHARES INC2.9K shares6.66%2025-09-302025-11-05history
IAUM ISHARES GOLD TR6.1K shares0.00%2025-09-302025-11-05history
CMCSA COMCAST CORP NEW7.4K shares4.20%2025-09-302025-11-05history
IYT ISHARES TR3.2K shares0.00%2025-09-302025-11-05history
Sponsored
VV VANGUARD INDEX FDS751 shares-11.02%2025-09-302025-11-05history
DOW DOW INC10.0K shares0.07%2025-09-302025-11-05history
NGVT INGEVITY CORP4.1K shares-16.36%2025-09-302025-11-05history
GLXY GALAXY DIGITAL INC.6.7K sharesnew addition2025-09-302025-11-05history
UMI USCF ETF TR4.3K shares-6.50%2025-09-302025-11-05history
BSV VANGUARD BD INDEX FDS2.8K shares-18.81%2025-09-302025-11-05history
T AT&T INC7.7K shares1.96%2025-09-302025-11-05history
CVS CVS HEALTH CORP2.9K shares-5.41%2025-09-302025-11-05history
Sponsored
LIN LINDE PLC452 sharesnew addition2025-09-302025-11-05history
FIS FIDELITY NATL INFORMATION SV3.3K shares-13.07%2025-09-302025-11-05history
FNDF SCHWAB STRATEGIC TR5.0K shares-35.10%2025-09-302025-11-05history
SCHR SCHWAB STRATEGIC TR8.5K shares-34.09%2025-09-302025-11-05history
VB VANGUARD INDEX FDS830 shares-12.08%2025-09-302025-11-05history
XLB SELECT SECTOR SPDR TR2.4K shares7.79%2025-09-302025-11-05history
SCMB SCHWAB STRATEGIC TR8.2K shares0.00%2025-09-302025-11-05history
FETH FIDELITY ETHEREUM FD5.0K sharesnew addition2025-09-302025-11-05history
Sponsored
SYY SYSCO CORP2.5K sharesnew addition2025-09-302025-11-05history
SMDV PROSHARES TR3.0K shares11.87%2025-09-302025-11-05history
SCHW SCHWAB CHARLES CORP2.1K shares-20.46%2025-09-302025-11-05history
VEGN ETF SER SOLUTIONS3.4K shares0.00%2025-09-302025-11-05history
SHE SPDR SERIES TRUST1.6K shares0.00%2025-09-302025-11-05history
AIQ GLOBAL X FDS4.0K shares24.00%2025-09-302025-11-05history
ICLN ISHARES TR12.1K shares0.00%2025-09-302025-11-05history
PWV INVESCO EXCHANGE TRADED FD T2.7K shares0.00%2025-09-302025-11-05history
Sponsored
SCHE SCHWAB STRATEGIC TR5.1K shares-0.68%2025-09-302025-11-05history
DFUV DIMENSIONAL ETF TRUST3.7K shares0.00%2025-09-302025-11-05history
REGL PROSHARES TR1.8K shares10.17%2025-09-302025-11-05history
IMCB ISHARES TR1.7K shares0.00%2025-09-302025-11-05history
IWB ISHARES TR390 shares0.00%2025-09-302025-11-05history
GDX VANECK ETF TRUST1.9K shares-13.95%2025-09-302025-11-05history
DLN WISDOMTREE TR1.6K shares0.00%2025-09-302025-11-05history
IEF ISHARES TR1.4K shares2.50%2025-09-302025-11-05history
Sponsored
RFG INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2025-09-302025-11-05history
QUAL ISHARES TR690 shares0.00%2025-09-302025-11-05history
GDXJ VANECK ETF TRUST1.3K shares0.00%2025-09-302025-11-05history
SPYG SPDR SERIES TRUST1.2K shares0.00%2025-09-302025-11-05history
PBW INVESCO EXCHANGE TRADED FD T4.1K shares0.00%2025-09-302025-11-05history
BIL SPDR SERIES TRUST1.3K shares-31.40%2025-09-302025-11-05history
FXG FIRST TR EXCHANGE TRADED FD1.8K shares-3.04%2025-09-302025-11-05history
SUSA ISHARES TR850 shares0.00%2025-09-302025-11-05history
Sponsored
IVOV VANGUARD ADMIRAL FDS INC1.1K shares0.00%2025-09-302025-11-05history
SCHI SCHWAB STRATEGIC TR4.7K shares-72.39%2025-09-302025-11-05history
FNDC SCHWAB STRATEGIC TR2.4K shares100.99%2025-09-302025-11-05history
SCHV SCHWAB STRATEGIC TR3.5K shares0.50%2025-09-302025-11-05history
ISMD NORTHERN LTS FD TR IV2.6K shares0.00%2025-09-302025-11-05history
VTHR VANGUARD SCOTTSDALE FDS334 shares18.86%2025-09-302025-11-05history
IWV ISHARES TR259 shares-64.86%2025-09-302025-11-05history
VTWO VANGUARD SCOTTSDALE FDS991 shares10.73%2025-09-302025-11-05history
Sponsored
TMC TMC THE METALS COMPANY INC14.9K shares31.17%2025-09-302025-11-05history
RYLD GLOBAL X FDS6.2K shares-36.67%2025-09-302025-11-05history
VNQ VANGUARD INDEX FDS982 shares0.00%2025-09-302025-11-05history
SPYV SPDR SERIES TRUST1.6K shares-51.82%2025-09-302025-11-05history
SPTI SPDR SERIES TRUST3.0K sharesnew addition2025-09-302025-11-05history
SPTM SPDR SERIES TRUST1.1K shares0.00%2025-09-302025-11-05history
XLE SELECT SECTOR SPDR TR939 shares-13.38%2025-09-302025-11-05history
IHI ISHARES TR1.4K shares0.00%2025-09-302025-11-05history
Sponsored
TIP ISHARES TR684 shares1.03%2025-09-302025-11-05history
VIOV VANGUARD ADMIRAL FDS INC787 shares-33.02%2025-09-302025-11-05history
DFAC DIMENSIONAL ETF TRUST1.9K shares-9.79%2025-09-302025-11-05history
VIOG VANGUARD ADMIRAL FDS INC603 shares-33.66%2025-09-302025-11-05history
IWD ISHARES TR357 shares-48.41%2025-09-302025-11-05history
SMOG VANECK ETF TRUST563 shares0.00%2025-09-302025-11-05history
BND VANGUARD BD INDEX FDS958 shares250.92%2025-09-302025-11-05history
EFA ISHARES TR750 shares0.00%2025-09-302025-11-05history
Sponsored
VMBS VANGUARD SCOTTSDALE FDS1.5K shares-68.29%2025-09-302025-11-05history
VT VANGUARD INTL EQUITY INDEX F493 shares1.65%2025-09-302025-11-05history
DFAT DIMENSIONAL ETF TRUST1.1K shares0.00%2025-09-302025-11-05history
EFV ISHARES TR932 shares0.00%2025-09-302025-11-05history
RSPS INVESCO EXCHANGE TRADED FD T2.1K shares55.68%2025-09-302025-11-05history
VSS VANGUARD INTL EQUITY INDEX F426 shares0.00%2025-09-302025-11-05history
MGC VANGUARD WORLD FD246 sharesnew addition2025-09-302025-11-05history
SCHP SCHWAB STRATEGIC TR2.2K shares-33.56%2025-09-302025-11-05history
Sponsored
VPU VANGUARD WORLD FD310 shares-68.81%2025-09-302025-11-05history
SHY ISHARES TR677 shares87.02%2025-09-302025-11-05history
RSP INVESCO EXCHANGE TRADED FD T288 shares0.35%2025-09-302025-11-05history
RSPG INVESCO EXCHANGE TRADED FD T659 shares0.00%2025-09-302025-11-05history
SPHY SPDR SERIES TRUST2.2K shares-37.11%2025-09-302025-11-05history
SCHC SCHWAB STRATEGIC TR1.1K shares-14.26%2025-09-302025-11-05history
SPYD SPDR SERIES TRUST1.1K shares0.00%2025-09-302025-11-05history
VCR VANGUARD WORLD FD119 shares-52.40%2025-09-302025-11-05history
Sponsored
SPHQ INVESCO EXCHANGE TRADED FD T611 shares0.00%2025-09-302025-11-05history
IWO ISHARES TR125 shares0.00%2025-09-302025-11-05history
XBI SPDR SERIES TRUST386 shares0.00%2025-09-302025-11-05history
SCHG SCHWAB STRATEGIC TR1.2K shares37.73%2025-09-302025-11-05history
PFFD GLOBAL X FDS2.0K shares-53.80%2025-09-302025-11-05history
BIV VANGUARD BD INDEX FDS490 shares-16.95%2025-09-302025-11-05history
IGM ISHARES TR300 shares0.00%2025-09-302025-11-05history
IVOG VANGUARD ADMIRAL FDS INC314 shares-32.62%2025-09-302025-11-05history
Sponsored
SIXG ETF SER SOLUTIONS600 shares0.00%2025-09-302025-11-05history
ICF ISHARES TR594 shares0.00%2025-09-302025-11-05history
EFRA ISHARES TR1.0K sharesnew addition2025-09-302025-11-05history
VGK VANGUARD INTL EQUITY INDEX F443 shares0.00%2025-09-302025-11-05history
EBND SPDR SERIES TRUST1.6K shares-0.25%2025-09-302025-11-05history
VOOG VANGUARD ADMIRAL FDS INC77 shares0.00%2025-09-302025-11-05history
USMV ISHARES TR348 shares-32.43%2025-09-302025-11-05history
PRFZ INVESCO EXCHANGE TRADED FD T725 shares72.62%2025-09-302025-11-05history
Sponsored
VCLT VANGUARD SCOTTSDALE FDS419 shares13.55%2025-09-302025-11-05history
MTUM ISHARES TR126 shares425.00%2025-09-302025-11-05history
VGLT VANGUARD SCOTTSDALE FDS558 sharesnew addition2025-09-302025-11-05history
IVW ISHARES TR257 shares484.09%2025-09-302025-11-05history
PFF ISHARES TR959 shares-9.10%2025-09-302025-11-05history
ERTH INVESCO EXCHANGE TRADED FD T631 shares0.00%2025-09-302025-11-05history
ARTY ISHARES TR625 shares525.00%2025-09-302025-11-05history
ESGE ISHARES INC632 shares2.10%2025-09-302025-11-05history
Sponsored
MBB ISHARES TR284 shares184.00%2025-09-302025-11-05history
SMBS SCHWAB STRATEGIC TR1.0K sharesnew addition2025-09-302025-11-05history
PAVE GLOBAL X FDS538 shares0.00%2025-09-302025-11-05history
VOX VANGUARD WORLD FD136 shares0.00%2025-09-302025-11-05history
DFIS DIMENSIONAL ETF TRUST791 shares0.00%2025-09-302025-11-05history
VONE VANGUARD SCOTTSDALE FDS80 shares0.00%2025-09-302025-11-05history
DFAS DIMENSIONAL ETF TRUST353 shares0.00%2025-09-302025-11-05history
SCHM SCHWAB STRATEGIC TR785 sharesnew addition2025-09-302025-11-05history
Sponsored
BLV VANGUARD BD INDEX FDS319 shares-25.29%2025-09-302025-11-05history
DFAI DIMENSIONAL ETF TRUST598 shares0.00%2025-09-302025-11-05history
IJJ ISHARES TR164 shares3.14%2025-09-302025-11-05history
BUG GLOBAL X FDS600 shares0.00%2025-09-302025-11-05history
DFAE DIMENSIONAL ETF TRUST654 shares0.00%2025-09-302025-11-05history
PRF INVESCO EXCHANGE TRADED FD T456 shares-13.96%2025-09-302025-11-05history
ACWX ISHARES TR315 shares0.00%2025-09-302025-11-05history
EFG ISHARES TR173 shares-86.59%2025-09-302025-11-05history
Sponsored
SCHH SCHWAB STRATEGIC TR887 shares-72.67%2025-09-302025-11-05history
DVY ISHARES TR133 shares33.00%2025-09-302025-11-05history
IEO ISHARES TR202 shares0.00%2025-09-302025-11-05history
VBK VANGUARD INDEX FDS59 sharesnew addition2025-09-302025-11-05history
IXN ISHARES TR166 shares0.00%2025-09-302025-11-05history
SLYV SPDR SERIES TRUST190 shares691.67%2025-09-302025-11-05history
ANGL VANECK ETF TRUST562 shares0.00%2025-09-302025-11-05history
VOT VANGUARD INDEX FDS50 shares0.00%2025-09-302025-11-05history
Sponsored
SUMMIT HOTEL PPTYS SUMMIT HOTEL PPTYS15.0K sharesnew addition2025-09-302025-11-05history
DFIV DIMENSIONAL ETF TRUST313 shares0.00%2025-09-302025-11-05history
XLU SELECT SECTOR SPDR TR160 shares-89.20%2025-09-302025-11-05history
SMLF ISHARES TR185 shares0.00%2025-09-302025-11-05history
EDV VANGUARD WORLD FD200 shares0.00%2025-09-302025-11-05history
VDE VANGUARD WORLD FD104 sharesnew addition2025-09-302025-11-05history
IGIB ISHARES TR238 sharesnew addition2025-09-302025-11-05history
SJNK SPDR SERIES TRUST493 shares0.00%2025-09-302025-11-05history
Sponsored
VONG VANGUARD SCOTTSDALE FDS104 shares-84.62%2025-09-302025-11-05history
WFC-PL WELLS FARGO CO NEW10 shares0.00%2025-09-302025-11-05history
SCYB SCHWAB STRATEGIC TR444 shares-58.35%2025-09-302025-11-05history
VDC VANGUARD WORLD FD54 shares0.00%2025-09-302025-11-05history
SCHK SCHWAB STRATEGIC TR338 shares0.30%2025-09-302025-11-05history
SCZ ISHARES TR137 shares0.00%2025-09-302025-11-05history
VHT VANGUARD WORLD FD40 shares0.00%2025-09-302025-11-05history
AIRR FIRST TR EXCHANGE TRADED FD106 shares0.00%2025-09-302025-11-05history
Sponsored
XLY SELECT SECTOR SPDR TR40 shares0.00%2025-09-302025-11-05history
URA GLOBAL X FDS192 shares-34.25%2025-09-302025-11-05history
VIGI VANGUARD WHITEHALL FDS100 shares0.00%2025-09-302025-11-05history
PKB INVESCO EXCHANGE TRADED FD T90 shares0.00%2025-09-302025-11-05history
NLR VANECK ETF TRUST60 shares0.00%2025-09-302025-11-05history
MDYV SPDR SERIES TRUST93 shares0.00%2025-09-302025-11-05history
SIL GLOBAL X FDS100 shares0.00%2025-09-302025-11-05history
VNQI VANGUARD INTL EQUITY INDEX F145 shares-57.60%2025-09-302025-11-05history
Sponsored
XMMO INVESCO EXCHANGE TRADED FD T47 shares0.00%2025-09-302025-11-05history
FNDE SCHWAB STRATEGIC TR166 shares-95.33%2025-09-302025-11-05history
IDV ISHARES TR141 shares0.00%2025-09-302025-11-05history
GOVT ISHARES TR211 shares108.91%2025-09-302025-11-05history
DEM WISDOMTREE TR105 shares0.00%2025-09-302025-11-05history
PICK ISHARES INC106 shares0.00%2025-09-302025-11-05history
XOP SPDR SERIES TRUST35 shares0.00%2025-09-302025-11-05history
IJH ISHARES TR65 shares-1.52%2025-09-302025-11-05history
Sponsored
RSPH INVESCO EXCHANGE TRADED FD T125 shares0.00%2025-09-302025-11-05history
DFEV DIMENSIONAL ETF TRUST112 shares0.00%2025-09-302025-11-05history
IJT ISHARES TR25 shares-67.95%2025-09-302025-11-05history
IJK ISHARES TR31 shares0.00%2025-09-302025-11-05history
VOOV VANGUARD ADMIRAL FDS INC14 shares16.67%2025-09-302025-11-05history
RSPT INVESCO EXCHANGE TRADED FD T60 shares0.00%2025-09-302025-11-05history
EEM ISHARES TR50 shares0.00%2025-09-302025-11-05history
ISCF ISHARES TR35 shares6.06%2025-09-302025-11-05history
Sponsored
HYMB SPDR SERIES TRUST48 shares0.00%2025-09-302025-11-05history
DLS WISDOMTREE TR14 shares0.00%2025-09-302025-11-05history
IEI ISHARES TR9 shares0.00%2025-09-302025-11-05history
SPYM SPDR SERIES TRUST8 shares0.00%2025-09-302025-11-05history
EMB ISHARES TR5 shares-86.11%2025-09-302025-11-05history
RSPU INVESCO EXCHANGE TRADED FD T2 sharesnew addition2025-09-302025-11-05history
MLPA GLOBAL X FDS1 shares0.00%2025-09-302025-11-05history
IPAC ISHARES TRN/A sharesnew addition2025-09-302025-11-05history
Sponsored

Call Option Holdings
TSLA Call CallTESLA INC200 sharesnew addition2025-09-302025-11-05history
STZ Call CallCONSTELLATION BRANDS INC400 sharesnew addition2025-09-302025-11-05history
AAPL Call CallAPPLE INC200 sharesnew addition2025-09-302025-11-05history
QCOM Call CallQUALCOMM INC200 sharesnew addition2025-09-302025-11-05history

Put Option Holdings
No put option holdings data available