The Analysis of Hughes Financial Services, LLC's Holdings
Currently, Hughes Financial Services, LLC holds 1034 types of securities in its portfolio with a total value $628.6M. In the most recent quarter, they have increased their positions in JCPB (+45.4K shares, valued at $2.2M), JIRE (+22.9K shares, valued at $1.7M), SPTM (+20.1K shares, valued at $1.7M); decreased their positions in GINN (-4.5K shares, valued at $336.7K), SPSM (-6.7K shares, valued at $308.8K), DFUS (-2.6K shares, valued at $194.8K); initiated new positions in GIB (+2.0K shares, valued at $173.6K), PAHC (+1.0K shares, valued at $45.8K), SAN (+4.3K shares, valued at $45.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF1.6M shares1.25%2025-09-302025-11-14
JCPB JPMORGAN CORE PLUS BOND ETF1.3M shares3.59%2025-09-302025-11-14 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF803.9K shares2.93%2025-09-302025-11-14 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF737.2K shares1.06%2025-09-302025-11-14 JTEK JPMORGAN U.S. TECH LEADERS ETF542.7K shares0.16%2025-09-302025-11-14 DGRO ISHARES CORE DIVIDEND GROWTH ETF610.2K shares3.10%2025-09-302025-11-14 QUAL ISHARES MSCI USA QUALITY FACTOR ETF212.0K shares0.86%2025-09-302025-11-14 JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST396.7K shares4.83%2025-09-302025-11-14 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF652.7K shares3.46%2025-09-302025-11-14 SHY ISHARES 1-3 YEAR TREASURY BOND ETF157.3K shares3.64%2025-09-302025-11-14 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF151.4K shares-1.71%2025-09-302025-11-14 TLH ISHARES 10-20 YEAR TREASURY BOND ETF82.6K shares3.68%2025-09-302025-11-14 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF123.2K shares4.58%2025-09-302025-11-14 QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF44.5K shares-1.41%2025-09-302025-11-14 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND100.0K shares-1.56%2025-09-302025-11-14 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF71.0K shares3.73%2025-09-302025-11-14 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF131.5K shares-1.20%2025-09-302025-11-14 VIG VANGUARD DIVIDEND APPRECIATION ETF22.4K shares0.14%2025-09-302025-11-14 VEA VANGUARD FTSE DEVELOPED MARKETS ETF77.2K shares-2.71%2025-09-302025-11-14 JMUB JPMORGAN MUNICIPAL ETF80.8K shares5.93%2025-09-302025-11-14 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF79.8K shares-7.69%2025-09-302025-11-14 IVV ISHARES CORE S&P 500 ETF4.9K shares-0.98%2025-09-302025-11-14 GINN INNOVATE EQUITY ETF43.8K shares-9.31%2025-09-302025-11-14 FITE STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF37.3K shares-5.23%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TRUST4.0K shares-1.85%2025-09-302025-11-14 TIP ISHARES TIPS BOND ETF23.2K shares5.66%2025-09-302025-11-14 IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF102.5K shares4.16%2025-09-302025-11-14 IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF100.5K shares4.30%2025-09-302025-11-14 IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF99.1K shares4.37%2025-09-302025-11-14 AAPL APPLE INC COM8.1K shares-3.28%2025-09-302025-11-14 VWO VANGUARD FTSE EMERGING MARKETS ETF31.0K shares-1.48%2025-09-302025-11-14 IBTF ISHARES IBONDS DEC 2025 TERM TREASURY ETF69.2K shares39.68%2025-09-302025-11-14 KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF20.9K shares-0.26%2025-09-302025-11-14 KNSL KINSALE CAP GROUP INC COM3.2K shares0.00%2025-09-302025-11-14 VUG VANGUARD GROWTH ETF2.5K shares-3.31%2025-09-302025-11-14 MSFT MICROSOFT CORP COM2.1K shares-0.38%2025-09-302025-11-14 ESGU ISHARES ESG AWARE MSCI USA ETF6.9K shares-1.28%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO. COM3.0K shares0.07%2025-09-302025-11-14 NVDA NVIDIA CORPORATION COM4.8K shares-8.88%2025-09-302025-11-14 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF18.4K shares-0.67%2025-09-302025-11-14 VB VANGUARD SMALL-CAP ETF3.3K shares-1.30%2025-09-302025-11-14 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF9.6K shares4.09%2025-09-302025-11-14 XOM EXXON MOBIL CORP COM5.0K shares-7.99%2025-09-302025-11-14 D DOMINION ENERGY INC COM8.6K shares0.57%2025-09-302025-11-14 KO COCA COLA CO COM7.1K shares7.02%2025-09-302025-11-14 MGK VANGUARD MEGA CAP GROWTH ETF1.1K shares0.00%2025-09-302025-11-14 FULT FULTON FINL CORP PA COM25.2K shares0.00%2025-09-302025-11-14 GOOG ALPHABET INC CAP STK CL C1.4K shares0.00%2025-09-302025-11-14 GOOGL ALPHABET INC CAP STK CL A1.3K shares0.38%2025-09-302025-11-14 AMZN AMAZON COM INC COM1.5K shares0.46%2025-09-302025-11-14 HD HOME DEPOT INC COM998 shares0.71%2025-09-302025-11-14 LLY ELI LILLY & CO COM379 shares20.32%2025-09-302025-11-14 MCD MCDONALDS CORP COM1.2K shares1.04%2025-09-302025-11-14 ESGD ISHARES ESG AWARE MSCI EAFE ETF3.7K shares0.00%2025-09-302025-11-14 JQUA JPMORGAN U.S. QUALITY FACTOR ETF5.6K shares475.59%2025-09-302025-11-14 AVGO BROADCOM INC COM945 shares0.43%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC COM553 shares0.91%2025-09-302025-11-14 GE GE AEROSPACE COM NEW965 shares-9.56%2025-09-302025-11-14 ORCL ORACLE CORP COM1.2K shares-3.62%2025-09-302025-11-14 ESGE ISHARES ESG AWARE MSCI EM ETF6.1K shares-2.11%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC CL A1.3K shares0.98%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW COM268 shares4.28%2025-09-302025-11-14 GLD SPDR GOLD SHARES645 shares29.00%2025-09-302025-11-14 QQQ INVESCO QQQ TRUST SERIES I367 shares0.00%2025-09-302025-11-14 IJR ISHARES CORE S&P SMALL CAP ETF1.9K shares-4.20%2025-09-302025-11-14 TSLA TESLA INC COM491 shares-2.58%2025-09-302025-11-14 META META PLATFORMS INC CL A344 shares42.74%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW COM NEW1.8K shares0.23%2025-09-302025-11-14 WMT WALMART INC COM2.1K shares-34.94%2025-09-302025-11-14 NVR NVR INC COM28 shares0.00%2025-09-302025-11-14 CRM SALESFORCE INC COM834 shares7.34%2025-09-302025-11-14 LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF1.2K shares0.00%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC COM5.0K shares5.33%2025-09-302025-11-14 VXF VANGUARD EXTENDED MARKET ETF943 shares0.00%2025-09-302025-11-14 CVX CHEVRON CORP NEW COM1.2K shares0.65%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC COM1.0K shares0.00%2025-09-302025-11-14 PEP PEPSICO INC COM1.3K shares0.90%2025-09-302025-11-14 IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF7.5K shares0.00%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP COM415 shares24.62%2025-09-302025-11-14 YUM YUM BRANDS INC COM1.3K shares-1.33%2025-09-302025-11-14 LDOS LEIDOS HOLDINGS INC COM906 shares0.00%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW351 shares-45.75%2025-09-302025-11-14 GIB CGI INC CL A SUB VTG2.0K sharesnew addition2025-09-302025-11-14 PG PROCTER AND GAMBLE CO COM1.2K shares-0.08%2025-09-302025-11-14 IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF6.7K shares0.00%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW CL A550 shares0.73%2025-09-302025-11-14 SRE SEMPRA COM1.7K shares0.00%2025-09-302025-11-14 IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF5.9K shares0.00%2025-09-302025-11-14 FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF3.1K shares25.73%2025-09-302025-11-14 T AT&T INC COM5.9K shares-5.82%2025-09-302025-11-14 GEV GE VERNOVA INC COM239 shares-9.81%2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP COM382 shares0.00%2025-09-302025-11-14 VOT VANGUARD MID-CAP GROWTH ETF476 shares0.00%2025-09-302025-11-14 RTX RTX CORPORATION COM749 shares0.00%2025-09-302025-11-14 ES EVERSOURCE ENERGY COM1.8K shares0.00%2025-09-302025-11-14 IYR ISHARES U.S. REAL ESTATE ETF1.4K shares0.00%2025-09-302025-11-14 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF1.4K shares0.00%2025-09-302025-11-14 VV VANGUARD LARGE-CAP ETF418 shares0.00%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON COM694 shares-2.53%2025-09-302025-11-14 IJH ISHARES CORE S&P MID-CAP ETF2.0K shares-2.99%2025-09-302025-11-14 CAT CATERPILLAR INC COM223 shares0.45%2025-09-302025-11-14 CSCO CISCO SYS INC COM1.8K shares-33.13%2025-09-302025-11-14 AEP AMERICAN ELEC PWR CO INC COM1.0K shares-0.49%2025-09-302025-11-14 IWB ISHARES RUSSELL 1000 ETF327 shares0.00%2025-09-302025-11-14 ABBV ABBVIE INC COM556 shares-6.87%2025-09-302025-11-14 PPL PPL CORP COM3.3K shares0.00%2025-09-302025-11-14 AMAT APPLIED MATLS INC COM499 shares-1.19%2025-09-302025-11-14 SPLV INVESCO S&P 500 LOW VOLATILITY ETF1.6K shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC COM98 shares0.00%2025-09-302025-11-14 XMHQ INVESCO S&P MIDCAP QUALITY ETF1.1K shares0.00%2025-09-302025-11-14 PLD PROLOGIS INC. COM871 shares2.35%2025-09-302025-11-14 WM WASTE MGMT INC DEL COM539 shares60.42%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC COM419 shares136.72%2025-09-302025-11-14 SO SOUTHERN CO COM1.1K shares-0.87%2025-09-302025-11-14 TFC TRUIST FINL CORP COM2.3K shares1.06%2025-09-302025-11-14 GLW CORNING INC COM1.1K shares0.00%2025-09-302025-11-14 AMGN AMGEN INC COM311 shares1.97%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP COM178 shares0.00%2025-09-302025-11-14 VTV VANGUARD VALUE ETF530 shares-0.75%2025-09-302025-11-14 MNSB MAINSTREET BANCSHARES INC COM5.4K shares0.00%2025-09-302025-11-14 V VISA INC COM CL A293 shares0.34%2025-09-302025-11-14 SCHD SCHWAB US DIVIDEND EQUITY ETF3.5K shares-6.97%2025-09-302025-11-14 IUS INVESCO RAFI STRATEGIC US ETF1.6K shares0.00%2025-09-302025-11-14 ASML ASML HOLDING N V N Y REGISTRY SHS86 shares0.00%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS COM283 shares1.07%2025-09-302025-11-14 MRK MERCK & CO INC COM987 shares-1.50%2025-09-302025-11-14 DIS DISNEY WALT CO COM756 shares0.53%2025-09-302025-11-14 RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF1.6K shares0.00%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC COM262 shares0.38%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO COM1.8K shares-0.45%2025-09-302025-11-14 MFC MANULIFE FINL CORP COM2.5K shares0.00%2025-09-302025-11-14 SMH VANECK SEMICONDUCTOR ETF228 shares0.00%2025-09-302025-11-14 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF385 shares0.00%2025-09-302025-11-14 QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND543 shares0.00%2025-09-302025-11-14 TMUS T-MOBILE US INC COM368 shares-1.60%2025-09-302025-11-14 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A806 shares46.28%2025-09-302025-11-14 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF651 shares0.00%2025-09-302025-11-14 EVRG EVERGY INC COM842 shares0.00%2025-09-302025-11-14 IWR ISHARES RUSSELL MIDCAP ETF668 shares0.00%2025-09-302025-11-14 UBSI UNITED BANKSHARES INC WEST VA COM1.7K shares0.00%2025-09-302025-11-14 LOW LOWES COS INC COM270 shares1.50%2025-09-302025-11-14 GTLS CHART INDS INC COM302 shares0.00%2025-09-302025-11-14 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF432 shares0.00%2025-09-302025-11-14 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF1.5K shares0.00%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC COM239 shares-13.09%2025-09-302025-11-14 INTU INTUIT COM89 shares0.00%2025-09-302025-11-14 CMCSA COMCAST CORP NEW CL A2.1K shares-2.32%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC CL A100 shares0.00%2025-09-302025-11-14 LIN LINDE PLC SHS129 shares-5.84%2025-09-302025-11-14 APH AMPHENOL CORP NEW CL A376 shares0.00%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP COM543 shares0.00%2025-09-302025-11-14 POWL POWELL INDS INC COM138 shares0.00%2025-09-302025-11-14 USMF WISDOMTREE U.S. MULTIFACTOR FUND996 shares0.00%2025-09-302025-11-14 IBMN ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF1.9K shares-9.51%2025-09-302025-11-14 TXN TEXAS INSTRS INC COM312 shares-25.00%2025-09-302025-11-14 NEE NEXTERA ENERGY INC COM586 shares0.17%2025-09-302025-11-14 EFG ISHARES MSCI EAFE GROWTH ETF426 shares0.00%2025-09-302025-11-14 AFL AFLAC INC COM426 shares0.00%2025-09-302025-11-14 DELL DELL TECHNOLOGIES INC CL C328 shares-2.09%2025-09-302025-11-14 FANG DIAMONDBACK ENERGY INC COM323 shares-15.89%2025-09-302025-11-14 SAIC SCIENCE APPLICATIONS INTL CORP COM508 shares0.00%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO COM127 shares7.63%2025-09-302025-11-14 PAHC PHIBRO ANIMAL HEALTH CORP CL A COM1.0K sharesnew addition2025-09-302025-11-14 SAN BANCO SANTANDER S.A. ADR4.3K sharesnew addition2025-09-302025-11-14 QQQM INVESCO NASDAQ 100 ETF176 shares0.00%2025-09-302025-11-14 IWF ISHARES RUSSELL 1000 GROWTH ETF92 shares0.00%2025-09-302025-11-14 BAC BANK AMERICA CORP COM810 shares-74.35%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC COM278 shares-10.03%2025-09-302025-11-14 ALL ALLSTATE CORP COM205 shares50.74%2025-09-302025-11-14 IWV ISHARES RUSSELL 3000 ETF108 shares0.00%2025-09-302025-11-14 AIR AAR CORP COM500 shares0.00%2025-09-302025-11-14 WFC WELLS FARGO CO NEW COM482 shares2.55%2025-09-302025-11-14 MPC MARATHON PETE CORP COM210 shares0.00%2025-09-302025-11-14 AVAV AEROVIRONMENT INC COM122 sharesnew addition2025-09-302025-11-14 HTO H2O AMERICA COM850 shares0.00%2025-09-302025-11-14 WELL WELLTOWER INC COM203 shares1.50%2025-09-302025-11-14 MRVL MARVELL TECHNOLOGY INC COM412 shares0.00%2025-09-302025-11-14 MA MASTERCARD INCORPORATED CL A69 shares9.52%2025-09-302025-11-14 TRV TRAVELERS COMPANIES INC COM126 shares2.44%2025-09-302025-11-14 PCTY PAYLOCITY HLDG CORP COM250 shares-1.19%2025-09-302025-11-14 DCOM DIME CMNTY BANCSHARES INC COM1.3K shares0.00%2025-09-302025-11-14 CBOE CBOE GLOBAL MKTS INC COM133 shares0.00%2025-09-302025-11-14 IWS ISHARES RUSSELL MID-CAP VALUE ETF247 shares0.00%2025-09-302025-11-14 EXG EATON VANCE TAX-MANAGED GLOBAL COM3.6K shares0.00%2025-09-302025-11-14 CGDV CAPITAL GROUP DIVIDEND VALUE ETF774 shares0.00%2025-09-302025-11-14 DVN DEVON ENERGY CORP NEW COM985 shares-1.70%2025-09-302025-11-14 ETY EATON VANCE TAX-MANAGED DIVERS COM2.1K shares0.00%2025-09-302025-11-14 VST VISTRA CORP COM174 shares0.00%2025-09-302025-11-14 CBRE CBRE GROUP INC CL A212 shares0.00%2025-09-302025-11-14 RCL ROYAL CARIBBEAN GROUP COM121 shares0.00%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF519 shares-16.16%2025-09-302025-11-14 WMB WILLIAMS COS INC COM502 shares0.00%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS99 shares-50.25%2025-09-302025-11-14 AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND253 shares0.00%2025-09-302025-11-14 IWP ISHARES RUSSELL MID-CAP GROWTH ETF202 shares0.00%2025-09-302025-11-14 CNRG STATE STREET SPDR S&P KENSHO CLEAN POWER ETF270 shares0.00%2025-09-302025-11-14 LNT ALLIANT ENERGY CORP COM416 shares0.00%2025-09-302025-11-14 CASH PATHWARD FINANCIAL INC COM400 shares0.00%2025-09-302025-11-14 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND116 shares0.00%2025-09-302025-11-14 SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF356 shares21.92%2025-09-302025-11-14 WEC WEC ENERGY GROUP INC COM242 shares0.00%2025-09-302025-11-14 TXNM TXNM ENERGY INC COM470 shares0.00%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC COM NEW47 shares0.00%2025-09-302025-11-14 DE DEERE & CO COM57 shares-6.56%2025-09-302025-11-14 CCJ CAMECO CORP COM275 shares0.00%2025-09-302025-11-14 RVT ROYCE SMALL CAP TRUST INC COM1.6K shares0.00%2025-09-302025-11-14 DFAS DIMENSIONAL U.S. SMALL CAP ETF372 shares-12.47%2025-09-302025-11-14 UAVS AGEAGLE AERIAL SYS INC NEW COM SHS17.9K shares43.47%2025-09-302025-11-14 IEFA ISHARES CORE MSCI EAFE ETF283 shares-21.39%2025-09-302025-11-14 EW EDWARDS LIFESCIENCES CORP COM298 shares0.00%2025-09-302025-11-14 YUMC YUM CHINA HLDGS INC COM557 shares0.00%2025-09-302025-11-14 MCK MCKESSON CORP COM29 shares3.57%2025-09-302025-11-14 COWZ PACER US CASH COWS 100 ETF427 shares0.00%2025-09-302025-11-14 WBD WARNER BROS DISCOVERY INC COM SER A1.1K shares-5.62%2025-09-302025-11-14 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF211 shares0.00%2025-09-302025-11-14 MDT MEDTRONIC PLC SHS252 shares-29.61%2025-09-302025-11-14 RNR RENAISSANCERE HLDGS LTD COM86 shares2.38%2025-09-302025-11-14 DOC HEALTHPEAK PROPERTIES INC COM1.3K shares20.42%2025-09-302025-11-14 PLUS EPLUS INC COM250 shares0.00%2025-09-302025-11-14 SPG SIMON PPTY GROUP INC NEW COM120 shares0.00%2025-09-302025-11-14 BLK BLACKROCK INC COM20 shares0.00%2025-09-302025-11-14 IYY ISHARES DOW JONES U.S. ETF126 shares0.00%2025-09-302025-11-14 MET METLIFE INC COM264 shares-0.38%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC COM205 shares2.50%2025-09-302025-11-14 SYY SYSCO CORP COM262 shares-9.34%2025-09-302025-11-14 VOO VANGUARD S&P 500 ETF30 shares30.43%2025-09-302025-11-14 C CITIGROUP INC COM NEW185 shares0.00%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP COM182 shares-12.92%2025-09-302025-11-14 PHYL PGIM ACTIVE HIGH YIELD BOND ETF509 shares-54.19%2025-09-302025-11-14 MO ALTRIA GROUP INC COM313 shares-7.12%2025-09-302025-11-14 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF129 shares0.00%2025-09-302025-11-14 AON AON PLC SHS CL A52 shares-5.45%2025-09-302025-11-14 MORN MORNINGSTAR INC COM83 shares-4.60%2025-09-302025-11-14 AVB AVALONBAY CMNTYS INC COM99 shares1.02%2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC SHS40 shares-2.44%2025-09-302025-11-14 STRV STRIVE 500 ETF391 shares0.00%2025-09-302025-11-14 PFE PFIZER INC COM702 shares34.74%2025-09-302025-11-14 NRG NRG ENERGY INC COM NEW102 shares0.00%2025-09-302025-11-14 FAST FASTENAL CO COM411 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COM20 shares33.33%2025-09-302025-11-14 HPE HEWLETT PACKARD ENTERPRISE CO COM154 shares0.00%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC SHS30 shares0.00%2025-09-302025-11-14 SWKS SKYWORKS SOLUTIONS INC COM53 shares15.22%2025-09-302025-11-14 MKSI MKS INC. COM23 shares0.00%2025-09-302025-11-14 GRMN GARMIN LTD SHS18 shares0.00%2025-09-302025-11-14 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF88 shares-63.33%2025-09-302025-11-14 ECL ECOLAB INC COM14 shares-70.83%2025-09-302025-11-14 LNG CHENIERE ENERGY INC COM NEW17 shares-19.05%2025-09-302025-11-14 WAB WABTEC COM17 shares0.00%2025-09-302025-11-14 BAX BAXTER INTL INC COM200 shares0.00%2025-09-302025-11-14 A AGILENT TECHNOLOGIES INC COM24 shares0.00%2025-09-302025-11-14 SOFI SOFI TECHNOLOGIES INC COM115 shares0.00%2025-09-302025-11-14 FIW FIRST TRUST WATER ETF31 shares-50.00%2025-09-302025-11-14 MTSI MACOM TECH SOLUTIONS HLDGS INC COM19 shares0.00%2025-09-302025-11-14 DOW DOW INC COM152 shares-8.43%2025-09-302025-11-14 PH PARKER-HANNIFIN CORP COM4 shares33.33%2025-09-302025-11-14 MMM 3M CO COM20 shares0.00%2025-09-302025-11-14 CIEN CIENA CORP COM NEW16 shares0.00%2025-09-302025-11-14 ACGL ARCH CAP GROUP LTD ORD37 shares60.87%2025-09-302025-11-14 NWG NATWEST GROUP PLC SPONS ADR205 shares0.00%2025-09-302025-11-14 GNTX GENTEX CORP COM141 shares0.00%2025-09-302025-11-14 EME EMCOR GROUP INC COM5 shares0.00%2025-09-302025-11-14 MTBA SIMPLIFY MBS ETF65 sharesnew addition2025-09-302025-11-14 TPR TAPESTRY INC COM30 shares0.00%2025-09-302025-11-14 ANET ARISTA NETWORKS INC COM SHS23 shares21.05%2025-09-302025-11-14 O REALTY INCOME CORP COM56 shares16.67%2025-09-302025-11-14 ETR ENTERGY CORP NEW COM32 shares0.00%2025-09-302025-11-14 MSTR STRATEGY INC CL A NEW13 shares-27.78%2025-09-302025-11-14 MSGS MADISON SQUARE GRDN SPRT CORP CL A14 shares0.00%2025-09-302025-11-14 TAP MOLSON COORS BEVERAGE CO CL B66 shares560.00%2025-09-302025-11-14 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM13 shares0.00%2025-09-302025-11-14 HSY HERSHEY CO COM18 shares-14.29%2025-09-302025-11-14 BOKF BOK FINL CORP COM NEW28 shares0.00%2025-09-302025-11-14 DG DOLLAR GEN CORP NEW COM30 shares0.00%2025-09-302025-11-14 OKLO OKLO INC COM CL A27 shares107.69%2025-09-302025-11-14 ELS EQUITY LIFESTYLE PPTYS INC COM48 shares500.00%2025-09-302025-11-14 LEN LENNAR CORP CL A24 shares0.00%2025-09-302025-11-14 ED CONSOLIDATED EDISON INC COM30 shares-33.33%2025-09-302025-11-14 AXON AXON ENTERPRISE INC COM5 shares0.00%2025-09-302025-11-14 FBIN FORTUNE BRANDS INNOVATIONS INC COM60 shares0.00%2025-09-302025-11-14 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF113 shares0.00%2025-09-302025-11-14 NE NOBLE CORP PLC ORD SHS A100 shares0.00%2025-09-302025-11-14 EOG EOG RES INC COM27 shares50.00%2025-09-302025-11-14 STT STATE STR CORP COM24 shares0.00%2025-09-302025-11-14 HUM HUMANA INC COM12 shares-14.29%2025-09-302025-11-14 FLO FLOWERS FOODS INC COM251 shares102.42%2025-09-302025-11-14 VNQ VANGUARD REAL ESTATE ETF31 shares-74.80%2025-09-302025-11-14 KVUE KENVUE INC COM166 shares-34.13%2025-09-302025-11-14 DTE DTE ENERGY CO COM20 shares0.00%2025-09-302025-11-14 HUBB HUBBELL INC COM6 shares0.00%2025-09-302025-11-14 SHW SHERWIN WILLIAMS CO COM8 shares166.67%2025-09-302025-11-14 SEIC SEI INVTS CO COM33 shares0.00%2025-09-302025-11-14 RSG REPUBLIC SVCS INC COM13 shares-23.53%2025-09-302025-11-14 VMC VULCAN MATLS CO COM9 shares0.00%2025-09-302025-11-14 AEIS ADVANCED ENERGY INDS COM12 shares0.00%2025-09-302025-11-14 GWRE GUIDEWIRE SOFTWARE INC COM12 shares0.00%2025-09-302025-11-14 AWK AMERICAN WTR WKS CO INC NEW COM20 shares-16.67%2025-09-302025-11-14 IIPR INNOVATIVE INDL PPTYS INC COM50 shares0.00%2025-09-302025-11-14 XEL XCEL ENERGY INC COM32 shares0.00%2025-09-302025-11-14 QSR RESTAURANT BRANDS INTL INC COM37 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available