The Analysis of IFG Advisory, LLC's Holdings


Currently, IFG Advisory, LLC holds 763 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in SPY (+11.8K shares, valued at $7.9M), AGG (+62.9K shares, valued at $6.3M), USFR (+113.3K shares, valued at $5.7M); decreased their positions in IUS (-97.5K shares, valued at $5.4M), SPMO (-38.4K shares, valued at $4.6M), QUAL (-20.4K shares, valued at $4.0M); initiated new positions in IDMO (+61.0K shares, valued at $3.3M), BMY (+51.8K shares, valued at $2.3M), MDB (+7.5K shares, valued at $2.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR90.9K shares14.97%2025-09-302025-11-12history
QQQ INVESCO QQQ TR87.9K shares-0.04%2025-09-302025-11-12history
VTI VANGUARD INDEX FDS146.0K shares-6.43%2025-09-302025-11-12history
AAPL APPLE INC166.5K shares0.70%2025-09-302025-11-12history
DFAC DIMENSIONAL ETF TRUST972.8K shares0.79%2025-09-302025-11-12history
NOBL PROSHARES TR362.5K shares-8.17%2025-09-302025-11-12history
VOO VANGUARD INDEX FDS55.2K shares4.68%2025-09-302025-11-12history
FTCS FIRST TR EXCHANGE-TRADED FD337.5K shares2.90%2025-09-302025-11-12history
Sponsored
NVDA NVIDIA CORPORATION156.8K shares-2.13%2025-09-302025-11-12history
VYM VANGUARD WHITEHALL FDS200.8K shares2.33%2025-09-302025-11-12history
SPYM SPDR SERIES TRUST297.9K shares-1.29%2025-09-302025-11-12history
OMFL INVESCO EXCH TRD SLF IDX FD378.3K shares-0.83%2025-09-302025-11-12history
IEFA ISHARES TR245.5K shares5.99%2025-09-302025-11-12history
MSFT MICROSOFT CORP41.3K shares-3.24%2025-09-302025-11-12history
DFAX DIMENSIONAL ETF TRUST632.6K shares2.02%2025-09-302025-11-12history
FVD FIRST TR EXCHANGE-TRADED FD402.9K shares-4.20%2025-09-302025-11-12history
Sponsored
AVGO BROADCOM INC55.9K shares-1.29%2025-09-302025-11-12history
BUFR FIRST TR EXCHNG TRADED FD VI525.3K shares21.81%2025-09-302025-11-12history
SPYG SPDR SERIES TRUST157.2K shares7.68%2025-09-302025-11-12history
BBUS J P MORGAN EXCHANGE TRADED F134.8K shares0.88%2025-09-302025-11-12history
DIA SPDR DOW JONES INDL AVERAGE34.7K shares3.79%2025-09-302025-11-12history
XLG INVESCO EXCHANGE TRADED FD T273.3K shares10.72%2025-09-302025-11-12history
SPYV SPDR SERIES TRUST281.9K shares4.42%2025-09-302025-11-12history
USFR WISDOMTREE TR292.8K shares63.08%2025-09-302025-11-12history
Sponsored
DIVB ISHARES TR281.1K shares-13.28%2025-09-302025-11-12history
VTV VANGUARD INDEX FDS76.7K shares1.90%2025-09-302025-11-12history
RDVY FIRST TR EXCHANGE TRADED FD212.2K shares3.08%2025-09-302025-11-12history
VUG VANGUARD INDEX FDS27.9K shares1.34%2025-09-302025-11-12history
TCAF T ROWE PRICE ETF INC353.4K shares17.88%2025-09-302025-11-12history
QUAL ISHARES TR67.7K shares-23.16%2025-09-302025-11-12history
GLTR ABRDN PRECIOUS METALS BASKET79.6K shares1.39%2025-09-302025-11-12history
XLF SELECT SECTOR SPDR TR239.9K shares10.81%2025-09-302025-11-12history
Sponsored
AMZN AMAZON COM INC58.8K shares-1.64%2025-09-302025-11-12history
GTO INVESCO ACTIVELY MANAGED EXC270.7K shares3.00%2025-09-302025-11-12history
BRK.B BERKSHIRE HATHAWAY INC DEL24.6K shares3.46%2025-09-302025-11-12history
IEMG ISHARES INC183.9K shares5.92%2025-09-302025-11-12history
LQD ISHARES TR108.3K shares4.76%2025-09-302025-11-12history
VGT VANGUARD WORLD FD16.0K shares0.50%2025-09-302025-11-12history
STIP ISHARES TR115.2K shares3.92%2025-09-302025-11-12history
JPM JPMORGAN CHASE & CO.37.4K shares25.01%2025-09-302025-11-12history
Sponsored
IJH ISHARES TR179.0K shares-11.71%2025-09-302025-11-12history
DGRW WISDOMTREE TR131.0K shares10.10%2025-09-302025-11-12history
IJR ISHARES TR97.6K shares4.03%2025-09-302025-11-12history
MBB ISHARES TR121.3K shares5.52%2025-09-302025-11-12history
SO SOUTHERN CO115.7K shares12.27%2025-09-302025-11-12history
IVV ISHARES TR16.3K shares2.85%2025-09-302025-11-12history
JAAA JANUS DETROIT STR TR214.2K shares5.15%2025-09-302025-11-12history
IVW ISHARES TR88.4K shares38.42%2025-09-302025-11-12history
Sponsored
IUSG ISHARES TR64.6K shares5.55%2025-09-302025-11-12history
SPTL SPDR SERIES TRUST391.8K shares0.25%2025-09-302025-11-12history
WMT WALMART INC102.3K shares5.14%2025-09-302025-11-12history
PLTR PALANTIR TECHNOLOGIES INC55.9K shares-15.42%2025-09-302025-11-12history
VIG VANGUARD SPECIALIZED FUNDS46.5K shares-5.23%2025-09-302025-11-12history
GOVT ISHARES TR422.9K shares7.15%2025-09-302025-11-12history
BIL SPDR SERIES TRUST106.0K shares3.16%2025-09-302025-11-12history
AGG ISHARES TR95.3K shares194.48%2025-09-302025-11-12history
Sponsored
ABBV ABBVIE INC41.2K shares3.83%2025-09-302025-11-12history
PULS PGIM ETF TR186.1K shares21.95%2025-09-302025-11-12history
DYNF BLACKROCK ETF TRUST153.6K shares92.54%2025-09-302025-11-12history
IEF ISHARES TR91.8K shares5.11%2025-09-302025-11-12history
BK BANK NEW YORK MELLON CORP79.6K shares-2.99%2025-09-302025-11-12history
XOM EXXON MOBIL CORP76.7K shares3.78%2025-09-302025-11-12history
FUTY FIDELITY COVINGTON TRUST152.0K shares1.56%2025-09-302025-11-12history
GLD SPDR GOLD TR24.0K shares56.00%2025-09-302025-11-12history
Sponsored
TBLL INVESCO EXCH TRADED FD TR II80.6K shares-9.37%2025-09-302025-11-12history
UNM UNUM GROUP108.5K shares1.91%2025-09-302025-11-12history
BOND PIMCO ETF TR90.1K shares3.91%2025-09-302025-11-12history
VXF VANGUARD INDEX FDS40.0K shares6.04%2025-09-302025-11-12history
TBIL RBB FD INC166.9K shares97.98%2025-09-302025-11-12history
IWM ISHARES TR34.4K shares6.87%2025-09-302025-11-12history
SPTI SPDR SERIES TRUST285.5K shares1.34%2025-09-302025-11-12history
IUSV ISHARES TR81.1K shares9.40%2025-09-302025-11-12history
Sponsored
BKNG BOOKING HOLDINGS INC1.5K shares1.08%2025-09-302025-11-12history
FNDE SCHWAB STRATEGIC TR224.1K shares-0.33%2025-09-302025-11-12history
FNDF SCHWAB STRATEGIC TR187.4K shares0.16%2025-09-302025-11-12history
IVE ISHARES TR38.5K shares88.81%2025-09-302025-11-12history
JPST J P MORGAN EXCHANGE TRADED F155.8K shares2.11%2025-09-302025-11-12history
XLK SELECT SECTOR SPDR TR27.8K shares4.55%2025-09-302025-11-12history
GOOG ALPHABET INC32.0K shares0.72%2025-09-302025-11-12history
IWF ISHARES TR16.6K shares1.02%2025-09-302025-11-12history
Sponsored
HD HOME DEPOT INC19.1K shares-2.74%2025-09-302025-11-12history
COF CAPITAL ONE FINL CORP35.7K shares-0.75%2025-09-302025-11-12history
AMAT APPLIED MATLS INC37.1K shares2.56%2025-09-302025-11-12history
XLP SELECT SECTOR SPDR TR95.9K shares-0.59%2025-09-302025-11-12history
SPMO INVESCO EXCH TRADED FD TR II59.7K shares-39.13%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON38.9K shares54.73%2025-09-302025-11-12history
XLU SELECT SECTOR SPDR TR79.2K shares-4.65%2025-09-302025-11-12history
SNA SNAP ON INC19.4K shares3.44%2025-09-302025-11-12history
Sponsored
CHKP CHECK POINT SOFTWARE TECH LT32.0K shares2.06%2025-09-302025-11-12history
CSCO CISCO SYS INC93.6K shares10.96%2025-09-302025-11-12history
JNK SPDR SERIES TRUST64.9K shares3.95%2025-09-302025-11-12history
CGDV CAPITAL GROUP DIVIDEND VALUE149.8K shares126.45%2025-09-302025-11-12history
MTUM ISHARES TR24.4K shares-3.08%2025-09-302025-11-12history
SCHD SCHWAB STRATEGIC TR228.5K shares69.89%2025-09-302025-11-12history
DVY ISHARES TR42.9K shares-0.01%2025-09-302025-11-12history
META META PLATFORMS INC8.2K shares0.92%2025-09-302025-11-12history
Sponsored
OSK OSHKOSH CORP45.9K shares6.70%2025-09-302025-11-12history
AFL AFLAC INC53.2K shares3.66%2025-09-302025-11-12history
DISV DIMENSIONAL ETF TRUST166.3K shares-0.63%2025-09-302025-11-12history
VZ VERIZON COMMUNICATIONS INC133.0K shares12.40%2025-09-302025-11-12history
DFUS DIMENSIONAL ETF TRUST79.8K shares-0.30%2025-09-302025-11-12history
QQQM INVESCO EXCH TRADED FD TR II23.2K shares10.35%2025-09-302025-11-12history
XLI SELECT SECTOR SPDR TR36.9K shares-0.04%2025-09-302025-11-12history
TSLA TESLA INC12.7K shares-27.33%2025-09-302025-11-12history
Sponsored
RTX RTX CORPORATION33.5K shares2.94%2025-09-302025-11-12history
SPIB SPDR SERIES TRUST165.1K shares5.61%2025-09-302025-11-12history
FBND FIDELITY MERRIMACK STR TR120.4K shares252.78%2025-09-302025-11-12history
PM PHILIP MORRIS INTL INC34.0K shares5.57%2025-09-302025-11-12history
VIGI VANGUARD WHITEHALL FDS61.3K shares10.38%2025-09-302025-11-12history
BSV VANGUARD BD INDEX FDS69.2K shares2.44%2025-09-302025-11-12history
VPU VANGUARD WORLD FD27.6K shares1.75%2025-09-302025-11-12history
TDTF FLEXSHARES TR213.9K shares5.39%2025-09-302025-11-12history
Sponsored
LOW LOWES COS INC20.2K shares-3.76%2025-09-302025-11-12history
VV VANGUARD INDEX FDS16.4K shares-1.66%2025-09-302025-11-12history
ABT ABBOTT LABS37.7K shares7.89%2025-09-302025-11-12history
SPIP SPDR SERIES TRUST190.6K shares10.91%2025-09-302025-11-12history
OMC OMNICOM GROUP INC61.4K shares11.29%2025-09-302025-11-12history
DUK DUKE ENERGY CORP NEW40.1K shares6.46%2025-09-302025-11-12history
DFCF DIMENSIONAL ETF TRUST114.7K shares23.13%2025-09-302025-11-12history
KEYS KEYSIGHT TECHNOLOGIES INC28.0K shares3.07%2025-09-302025-11-12history
Sponsored
SEIC SEI INVTS CO56.6K shares1.06%2025-09-302025-11-12history
DON WISDOMTREE TR91.5K shares0.47%2025-09-302025-11-12history
CPAY CORPAY INC16.4K shares2.79%2025-09-302025-11-12history
CGGR CAPITAL GROUP GROWTH ETF107.6K shares73.91%2025-09-302025-11-12history
FFLC FIDELITY COVINGTON TRUST90.8K shares130.12%2025-09-302025-11-12history
WTV WISDOMTREE TR51.8K shares40.97%2025-09-302025-11-12history
TM TOYOTA MOTOR CORP24.3K shares5.73%2025-09-302025-11-12history
QCOM QUALCOMM INC27.7K shares6.70%2025-09-302025-11-12history
Sponsored
HYD VANECK ETF TRUST90.0K shares0.65%2025-09-302025-11-12history
CTSH COGNIZANT TECHNOLOGY SOLUTIO68.0K shares3.92%2025-09-302025-11-12history
BINC BLACKROCK ETF TRUST II84.0K shares201.23%2025-09-302025-11-12history
TSN TYSON FOODS INC81.9K shares4.84%2025-09-302025-11-12history
SPMD SPDR SERIES TRUST77.6K shares-8.41%2025-09-302025-11-12history
FSIG FIRST TR EXCHANGE-TRADED FD228.6K shares207.78%2025-09-302025-11-12history
IYW ISHARES TR22.2K shares-23.07%2025-09-302025-11-12history
JGRO J P MORGAN EXCHANGE TRADED F46.1K shares-7.33%2025-09-302025-11-12history
Sponsored
BLK BLACKROCK INC3.7K shares7.79%2025-09-302025-11-12history
VONV VANGUARD SCOTTSDALE FDS47.4K shares5.57%2025-09-302025-11-12history
GNTX GENTEX CORP147.3K shares5.80%2025-09-302025-11-12history
DGRS WISDOMTREE TR83.3K shares6.61%2025-09-302025-11-12history
JBND J P MORGAN EXCHANGE TRADED F76.2K shares19.73%2025-09-302025-11-12history
DLN WISDOMTREE TR47.4K shares-7.12%2025-09-302025-11-12history
BUFQ FIRST TR EXCHNG TRADED FD VI116.1K shares22.11%2025-09-302025-11-12history
FN FABRINET10.8K shares17.53%2025-09-302025-11-12history
Sponsored
IGV ISHARES TR34.1K shares3.77%2025-09-302025-11-12history
XYL XYLEM INC26.3K shares9.30%2025-09-302025-11-12history
ADI ANALOG DEVICES INC15.7K shares9.15%2025-09-302025-11-12history
PHM PULTE GROUP INC28.7K shares9.19%2025-09-302025-11-12history
VONG VANGUARD SCOTTSDALE FDS31.5K shares-0.26%2025-09-302025-11-12history
MHK MOHAWK INDS INC29.4K shares-3.68%2025-09-302025-11-12history
JCI JOHNSON CTLS INTL PLC34.0K shares4.97%2025-09-302025-11-12history
EFV ISHARES TR54.6K shares-17.68%2025-09-302025-11-12history
Sponsored
CMCSA COMCAST CORP NEW115.4K shares10.15%2025-09-302025-11-12history
VCIT VANGUARD SCOTTSDALE FDS43.0K shares10.02%2025-09-302025-11-12history
HAS HASBRO INC47.5K shares9.22%2025-09-302025-11-12history
IGF ISHARES TR58.9K shares6.89%2025-09-302025-11-12history
CB CHUBB LIMITED12.7K shares10.27%2025-09-302025-11-12history
USMV ISHARES TR37.5K shares-9.43%2025-09-302025-11-12history
SPYI NEOS ETF TRUST66.7K shares2.63%2025-09-302025-11-12history
IUSB ISHARES TR74.0K shares-13.53%2025-09-302025-11-12history
Sponsored
ENB ENBRIDGE INC68.1K shares7.16%2025-09-302025-11-12history
MS MORGAN STANLEY21.6K shares-0.91%2025-09-302025-11-12history
HDV ISHARES TR28.0K shares1.49%2025-09-302025-11-12history
CVS CVS HEALTH CORP45.1K shares222.50%2025-09-302025-11-12history
ICE INTERCONTINENTAL EXCHANGE IN20.1K shares9.01%2025-09-302025-11-12history
IDMO INVESCO EXCH TRADED FD TR II61.0K sharesnew addition2025-09-302025-11-12history
TROW PRICE T ROWE GROUP INC31.9K shares6.45%2025-09-302025-11-12history
ACN ACCENTURE PLC IRELAND13.3K shares13.06%2025-09-302025-11-12history
Sponsored
GOOGL ALPHABET INC13.3K shares-4.77%2025-09-302025-11-12history
SCHW SCHWAB CHARLES CORP33.8K shares0.79%2025-09-302025-11-12history
AMT AMERICAN TOWER CORP NEW16.8K shares8.95%2025-09-302025-11-12history
MA MASTERCARD INCORPORATED5.6K shares18.45%2025-09-302025-11-12history
DFSV DIMENSIONAL ETF TRUST100.1K shares-7.41%2025-09-302025-11-12history
IMO IMPERIAL OIL LTD34.7K shares7.32%2025-09-302025-11-12history
XLC SELECT SECTOR SPDR TR26.4K shares2.03%2025-09-302025-11-12history
FDN FIRST TR EXCHANGE-TRADED FD11.1K shares0.66%2025-09-302025-11-12history
Sponsored
KO COCA COLA CO46.5K shares-3.04%2025-09-302025-11-12history
VOT VANGUARD INDEX FDS10.4K shares2.33%2025-09-302025-11-12history
THRO BLACKROCK ETF TRUST80.5K shares83.29%2025-09-302025-11-12history
VTIP VANGUARD MALVERN FDS60.0K shares7.71%2025-09-302025-11-12history
APD AIR PRODS & CHEMS INC11.0K shares12.48%2025-09-302025-11-12history
PII POLARIS INC51.3K shares16.55%2025-09-302025-11-12history
ALL ALLSTATE CORP13.8K shares9.62%2025-09-302025-11-12history
XLV SELECT SECTOR SPDR TR20.8K shares-15.23%2025-09-302025-11-12history
Sponsored
PG PROCTER AND GAMBLE CO18.5K shares-1.73%2025-09-302025-11-12history
CRWD CROWDSTRIKE HLDGS INC5.8K shares12.93%2025-09-302025-11-12history
MDY SPDR S&P MIDCAP 400 ETF TR4.7K shares-1.07%2025-09-302025-11-12history
NVR NVR INC347 shares23.93%2025-09-302025-11-12history
VCLT VANGUARD SCOTTSDALE FDS35.7K shares3.48%2025-09-302025-11-12history
CMI CUMMINS INC6.5K shares-0.66%2025-09-302025-11-12history
IAGG ISHARES TR53.3K shares189.81%2025-09-302025-11-12history
NFLX NETFLIX INC2.3K shares-14.11%2025-09-302025-11-12history
Sponsored
SDVY FIRST TR EXCHANGE-TRADED FD71.5K shares-51.06%2025-09-302025-11-12history
FPX FIRST TR EXCHANGE-TRADED FD16.2K shares96.39%2025-09-302025-11-12history
MUB ISHARES TR25.3K shares6.00%2025-09-302025-11-12history
AXP AMERICAN EXPRESS CO8.1K shares-1.67%2025-09-302025-11-12history
TNET TRINET GROUP INC39.6K shares27.34%2025-09-302025-11-12history
LVHD LEGG MASON ETF INVT64.0K shares6.97%2025-09-302025-11-12history
AMGN AMGEN INC9.3K shares1.15%2025-09-302025-11-12history
CAT CATERPILLAR INC5.5K shares-1.67%2025-09-302025-11-12history
Sponsored
CI THE CIGNA GROUP8.9K shares16.46%2025-09-302025-11-12history
LLY ELI LILLY & CO3.3K shares-11.53%2025-09-302025-11-12history
AOR ISHARES TR38.8K shares15.06%2025-09-302025-11-12history
CVX CHEVRON CORP NEW15.9K shares14.96%2025-09-302025-11-12history
FV FIRST TR EXCHANGE TRADED FD39.7K shares-4.91%2025-09-302025-11-12history
BP BP PLC71.2K shares-1.34%2025-09-302025-11-12history
ROST ROSS STORES INC16.0K shares32.31%2025-09-302025-11-12history
AOS SMITH A O CORP32.7K shares28.77%2025-09-302025-11-12history
Sponsored
FTSM FIRST TR EXCHANGE-TRADED FD40.0K shares38.79%2025-09-302025-11-12history
ITA ISHARES TR11.4K shares7.80%2025-09-302025-11-12history
BMY BRISTOL-MYERS SQUIBB CO51.8K sharesnew addition2025-09-302025-11-12history
HSY HERSHEY CO12.5K shares-0.69%2025-09-302025-11-12history
EPD ENTERPRISE PRODS PARTNERS L74.5K shares-24.34%2025-09-302025-11-12history
MDB MONGODB INC7.5K sharesnew addition2025-09-302025-11-12history
WABC WESTAMERICA BANCORPORATION46.3K shares-1.91%2025-09-302025-11-12history
LSGR NATIXIS ETF TRUST II51.8K shares22.77%2025-09-302025-11-12history
Sponsored
PEP PEPSICO INC16.0K shares6.44%2025-09-302025-11-12history
KR KROGER CO33.4K shares5.86%2025-09-302025-11-12history
NEE NEXTERA ENERGY INC29.8K shares86.17%2025-09-302025-11-12history
FYX FIRST TR EXCHANGE-TRADED ALP20.4K shares-5.18%2025-09-302025-11-12history
IBTF ISHARES TR93.5K shares-4.24%2025-09-302025-11-12history
COWZ PACER FDS TR37.8K shares-37.00%2025-09-302025-11-12history
IXUS ISHARES TR26.2K shares-2.74%2025-09-302025-11-12history
PDI PIMCO DYNAMIC INCOME FD108.6K shares-8.77%2025-09-302025-11-12history
Sponsored
TDTT FLEXSHARES TR87.9K shares-0.22%2025-09-302025-11-12history
CMA COMERICA INC31.0K shares-2.18%2025-09-302025-11-12history
FALN ISHARES TR76.3K shares1.98%2025-09-302025-11-12history
MRK MERCK & CO INC24.9K shares-0.19%2025-09-302025-11-12history
GL GLOBE LIFE INC14.6K shares-5.27%2025-09-302025-11-12history
ADP AUTOMATIC DATA PROCESSING IN7.1K shares-2.45%2025-09-302025-11-12history
SCHG SCHWAB STRATEGIC TR64.8K shares6.98%2025-09-302025-11-12history
XLY SELECT SECTOR SPDR TR8.6K shares-7.17%2025-09-302025-11-12history
Sponsored
SLYV SPDR SERIES TRUST23.2K shares7.82%2025-09-302025-11-12history
CRWV COREWEAVE INC14.9K shares31.80%2025-09-302025-11-12history
DBEF DBX ETF TR43.7K shares0.00%2025-09-302025-11-12history
ALLE ALLEGION PLC11.4K shares83.71%2025-09-302025-11-12history
FTGS FIRST TR EXCHANGE-TRADED FD56.2K shares0.32%2025-09-302025-11-12history
AFSM FIRST TR EXCHNG TRADED FD VI60.9K shares4.18%2025-09-302025-11-12history
SMH VANECK ETF TRUST6.1K shares80.11%2025-09-302025-11-12history
VEA VANGUARD TAX-MANAGED FDS33.1K shares0.37%2025-09-302025-11-12history
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SPLV INVESCO EXCH TRADED FD TR II26.9K shares-43.52%2025-09-302025-11-12history
SPYD SPDR SERIES TRUST44.2K shares-0.54%2025-09-302025-11-12history
BAC BANK AMERICA CORP37.5K shares1.66%2025-09-302025-11-12history
TD TORONTO DOMINION BK ONT24.1K shares-0.84%2025-09-302025-11-12history
CASS CASS INFORMATION SYS INC48.5K shares-2.91%2025-09-302025-11-12history
EEM ISHARES TR35.6K shares-0.29%2025-09-302025-11-12history
COST COSTCO WHSL CORP NEW2.0K shares-4.55%2025-09-302025-11-12history
OEF ISHARES TR5.5K shares80.14%2025-09-302025-11-12history
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MCD MCDONALDS CORP5.9K shares-2.70%2025-09-302025-11-12history
CGCP CAPITAL GRP FIXED INCM ETF T78.3K shares17.19%2025-09-302025-11-12history
O REALTY INCOME CORP28.8K shares1.28%2025-09-302025-11-12history
DBMF LITMAN GREGORY FDS TR63.6K shares1.99%2025-09-302025-11-12history
FIXD FIRST TR EXCHNG TRADED FD VI39.1K shares8.44%2025-09-302025-11-12history
TFLO ISHARES TR34.2K shares-7.08%2025-09-302025-11-12history
GLDM WORLD GOLD TR22.5K shares24.33%2025-09-302025-11-12history
SCHZ SCHWAB STRATEGIC TR73.3K shares14.21%2025-09-302025-11-12history
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STT STATE STR CORP14.8K shares-3.97%2025-09-302025-11-12history
TFC TRUIST FINL CORP37.3K shares-6.26%2025-09-302025-11-12history
IBM INTERNATIONAL BUSINESS MACHS6.0K shares-3.24%2025-09-302025-11-12history
IAU ISHARES GOLD TR23.2K shares11.76%2025-09-302025-11-12history
PKW INVESCO EXCHANGE TRADED FD T12.7K shares0.02%2025-09-302025-11-12history
MCHI ISHARES TR25.4K shares44.92%2025-09-302025-11-12history
DHI D R HORTON INC9.8K shares13.02%2025-09-302025-11-12history
SDY SPDR SERIES TRUST11.8K shares-0.85%2025-09-302025-11-12history
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IOT SAMSARA INC44.4K shares31.22%2025-09-302025-11-12history
JEPQ J P MORGAN EXCHANGE TRADED F28.7K shares-3.53%2025-09-302025-11-12history
IWD ISHARES TR8.1K shares-2.01%2025-09-302025-11-12history
BUFD FIRST TR EXCHNG TRADED FD VI59.5K shares-32.96%2025-09-302025-11-12history
FESM FIDELITY COVINGTON TRUST44.8K shares138.42%2025-09-302025-11-12history
MTB M & T BK CORP8.1K shares31.73%2025-09-302025-11-12history
SCHX SCHWAB STRATEGIC TR60.6K shares2.07%2025-09-302025-11-12history
VTEB VANGUARD MUN BD FDS31.8K shares11.52%2025-09-302025-11-12history
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ITB ISHARES TR14.7K shares562.58%2025-09-302025-11-12history
TSM TAIWAN SEMICONDUCTOR MFG LTD5.6K shares-0.09%2025-09-302025-11-12history
IBDU ISHARES TR66.0K sharesnew addition2025-09-302025-11-12history
PDBC INVESCO ACTVELY MNGD ETC FD114.7K shares8.35%2025-09-302025-11-12history
DFAI DIMENSIONAL ETF TRUST42.4K shares-1.30%2025-09-302025-11-12history
VNQ VANGUARD INDEX FDS16.8K shares2.27%2025-09-302025-11-12history
GIS GENERAL MLS INC30.4K shares0.14%2025-09-302025-11-12history
TJX TJX COS INC NEW10.6K shares-0.30%2025-09-302025-11-12history
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IBDR ISHARES TR62.6K sharesnew addition2025-09-302025-11-12history
IBDS ISHARES TR62.4K sharesnew addition2025-09-302025-11-12history
IBDT ISHARES TR59.4K sharesnew addition2025-09-302025-11-12history
CGGO CAPITAL GROUP GBL GROWTH EQT44.2K shares110.38%2025-09-302025-11-12history
AIRR FIRST TR EXCHANGE TRADED FD15.5K shares-72.04%2025-09-302025-11-12history
PFF ISHARES TR47.1K shares-1.71%2025-09-302025-11-12history
NTRS NORTHERN TR CORP11.0K shares-0.81%2025-09-302025-11-12history
GOF GUGGENHEIM STRATEGIC OPPORTU98.0K shares9.31%2025-09-302025-11-12history
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FMDE FIDELITY COVINGTON TRUST39.9K shares13.41%2025-09-302025-11-12history
GDX VANECK ETF TRUST18.8K shares-1.91%2025-09-302025-11-12history
CGCB CAPITAL GRP FIXED INCM ETF T54.0K shares24.68%2025-09-302025-11-12history
JMOM J P MORGAN EXCHANGE TRADED F21.1K shares2.90%2025-09-302025-11-12history
V VISA INC4.2K shares0.43%2025-09-302025-11-12history
PNC PNC FINL SVCS GROUP INC7.1K shares42.28%2025-09-302025-11-12history
SIVR ABRDN SILVER ETF TRUST31.9K shares-3.77%2025-09-302025-11-12history
BAI BLACKROCK ETF TRUST41.4K shares118.82%2025-09-302025-11-12history
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BUFF INNOVATOR ETFS TRUST28.6K shares-51.67%2025-09-302025-11-12history
NUE NUCOR CORP10.2K sharesnew addition2025-09-302025-11-12history
LDSF FIRST TR EXCHNG TRADED FD VI72.0K sharesnew addition2025-09-302025-11-12history
RF REGIONS FINANCIAL CORP NEW52.2K shares-0.21%2025-09-302025-11-12history
LGOV FIRST TR EXCHANGE-TRADED FD63.2K shares1.40%2025-09-302025-11-12history
ORCL ORACLE CORP4.9K shares11.80%2025-09-302025-11-12history
MCK MCKESSON CORP1.7K shares-8.57%2025-09-302025-11-12history
FSK FS KKR CAP CORP90.0K shares-0.41%2025-09-302025-11-12history
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LIT GLOBAL X FDS23.4K sharesnew addition2025-09-302025-11-12history
UNH UNITEDHEALTH GROUP INC3.8K shares-29.45%2025-09-302025-11-12history
CGUS CAPITAL GROUP CORE EQUITY ET33.2K shares19.27%2025-09-302025-11-12history
MSM MSC INDL DIRECT INC14.2K shares-1.42%2025-09-302025-11-12history
ADM ARCHER DANIELS MIDLAND CO21.9K shares-3.95%2025-09-302025-11-12history
XLE SELECT SECTOR SPDR TR14.6K shares-21.47%2025-09-302025-11-12history
SLV ISHARES SILVER TR30.7K shares4.37%2025-09-302025-11-12history
ITRN ITURAN LOCATION AND CONTROL36.3K shares-0.70%2025-09-302025-11-12history
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IAI ISHARES TR7.3K shares2.52%2025-09-302025-11-12history
XMMO INVESCO EXCHANGE TRADED FD T9.5K shares202.99%2025-09-302025-11-12history
DFAS DIMENSIONAL ETF TRUST18.7K shares6.79%2025-09-302025-11-12history
IUS INVESCO EXCH TRD SLF IDX FD23.2K shares-80.81%2025-09-302025-11-12history
BMO BANK MONTREAL QUE9.8K shares-25.07%2025-09-302025-11-12history
DGRO ISHARES TR18.7K shares6.43%2025-09-302025-11-12history
DFUV DIMENSIONAL ETF TRUST27.8K shares-1.59%2025-09-302025-11-12history
TLH ISHARES TR12.0K shares60.90%2025-09-302025-11-12history
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VO VANGUARD INDEX FDS4.1K shares1.17%2025-09-302025-11-12history
SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR1.5K sharesnew addition2025-09-302025-11-12history
MO ALTRIA GROUP INC18.3K shares-4.29%2025-09-302025-11-12history
ET ENERGY TRANSFER L P70.2K shares-54.89%2025-09-302025-11-12history
IEI ISHARES TR10.0K shares26.48%2025-09-302025-11-12history
XAR SPDR SERIES TRUST5.1K shares-3.23%2025-09-302025-11-12history
SCHF SCHWAB STRATEGIC TR51.2K shares7.67%2025-09-302025-11-12history
SKYY FIRST TR EXCHANGE TRADED FD8.8K shares-1.23%2025-09-302025-11-12history
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AMD ADVANCED MICRO DEVICES INC7.3K shares-7.35%2025-09-302025-11-12history
XMHQ INVESCO EXCHANGE TRADED FD T11.2K shares-8.49%2025-09-302025-11-12history
EWW ISHARES INC16.7K shares2.65%2025-09-302025-11-12history
FELC FIDELITY COVINGTON TRUST30.5K shares8.35%2025-09-302025-11-12history
LMT LOCKHEED MARTIN CORP2.3K shares0.89%2025-09-302025-11-12history
COWG PACER FDS TR31.0K sharesnew addition2025-09-302025-11-12history
FDL FIRST TR EXCHANGE-TRADED FD25.9K shares-3.52%2025-09-302025-11-12history
KBWP INVESCO EXCH TRADED FD TR II9.1K shares-6.41%2025-09-302025-11-12history
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EFA ISHARES TR11.9K shares0.00%2025-09-302025-11-12history
SYK STRYKER CORPORATION3.0K shares-0.20%2025-09-302025-11-12history
JBSS SANFILIPPO JOHN B & SON INC17.2K shares-1.05%2025-09-302025-11-12history
EDIV SPDR INDEX SHS FDS28.3K sharesnew addition2025-09-302025-11-12history
HACK AMPLIFY ETF TR12.6K shares7.45%2025-09-302025-11-12history
STX SEAGATE TECHNOLOGY HLDNGS PL4.6K shares-2.96%2025-09-302025-11-12history
TEL TE CONNECTIVITY PLC4.9K shares6.99%2025-09-302025-11-12history
SPSM SPDR SERIES TRUST23.4K shares-37.01%2025-09-302025-11-12history
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UPS UNITED PARCEL SERVICE INC12.9K shares96.33%2025-09-302025-11-12history
RWO SPDR INDEX SHS FDS23.6K shares6.23%2025-09-302025-11-12history
GLW CORNING INC13.0K shares-0.83%2025-09-302025-11-12history
XLRE SELECT SECTOR SPDR TR25.0K shares-19.26%2025-09-302025-11-12history
ETN EATON CORP PLC2.8K shares-18.45%2025-09-302025-11-12history
NSC NORFOLK SOUTHN CORP3.5K shares0.00%2025-09-302025-11-12history
VXUS VANGUARD STAR FDS14.2K shares0.38%2025-09-302025-11-12history
JAVA J P MORGAN EXCHANGE TRADED F15.1K shares0.66%2025-09-302025-11-12history
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GAL SSGA ACTIVE ETF TR21.0K shares0.01%2025-09-302025-11-12history
IWV ISHARES TR2.7K shares-0.45%2025-09-302025-11-12history
FTCB FIRST TR EXCHANGE-TRADED FD47.5K shares13.57%2025-09-302025-11-12history
SRCE 1ST SOURCE CORP16.4K shares0.00%2025-09-302025-11-12history
ITOT ISHARES TR6.9K shares2.01%2025-09-302025-11-12history
SHV ISHARES TR9.1K shares3.44%2025-09-302025-11-12history
RSP INVESCO EXCHANGE TRADED FD T5.3K shares-3.91%2025-09-302025-11-12history
GE GE AEROSPACE3.3K shares2.00%2025-09-302025-11-12history
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SPHQ INVESCO EXCHANGE TRADED FD T13.5K shares3.38%2025-09-302025-11-12history
ARCC ARES CAPITAL CORP48.4K shares-4.36%2025-09-302025-11-12history
DES WISDOMTREE TR28.2K shares-0.93%2025-09-302025-11-12history
IYH ISHARES TR16.0K shares-7.41%2025-09-302025-11-12history
SHY ISHARES TR11.3K shares-4.71%2025-09-302025-11-12history
QTEC FIRST TR EXCHANGE-TRADED FD4.1K shares-4.91%2025-09-302025-11-12history
GS GOLDMAN SACHS GROUP INC1.2K shares13.97%2025-09-302025-11-12history
EMR EMERSON ELEC CO7.1K shares7.15%2025-09-302025-11-12history
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NLR VANECK ETF TRUST6.8K shares80.59%2025-09-302025-11-12history
SGOV ISHARES TR9.2K shares1.36%2025-09-302025-11-12history
FMB FIRST TR EXCH TRADED FD III18.2K shares0.34%2025-09-302025-11-12history
EMN EASTMAN CHEM CO14.6K shares-2.50%2025-09-302025-11-12history
PFE PFIZER INC36.1K shares-5.16%2025-09-302025-11-12history
CGMU CAPITAL GRP FIXED INCM ETF T33.0K shares-2.07%2025-09-302025-11-12history
FELG FIDELITY COVINGTON TRUST21.7K shares0.20%2025-09-302025-11-12history
SPSB SPDR SERIES TRUST29.3K shares2.71%2025-09-302025-11-12history
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USB US BANCORP DEL18.2K shares-75.73%2025-09-302025-11-12history
DE DEERE & CO1.9K shares-10.65%2025-09-302025-11-12history
T AT&T INC31.1K shares-1.42%2025-09-302025-11-12history
HYS PIMCO ETF TR9.1K shares-31.60%2025-09-302025-11-12history
WOR WORTHINGTON ENTERPRISES INC15.5K shares0.00%2025-09-302025-11-12history
GVAL CAMBRIA ETF TR29.4K shares7.38%2025-09-302025-11-12history
MDT MEDTRONIC PLC9.0K shares-75.99%2025-09-302025-11-12history
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KNG FIRST TR EXCHANGE-TRADED FD17.3K shares-7.52%2025-09-302025-11-12history
ESGU ISHARES TR5.9K shares3.42%2025-09-302025-11-12history
FXI ISHARES TR20.6K shares22.86%2025-09-302025-11-12history
MU MICRON TECHNOLOGY INC5.1K shares9.49%2025-09-302025-11-12history
CGXU CAPITAL GROUP INTL FOCUS EQT28.5K shares22.89%2025-09-302025-11-12history
VEU VANGUARD INTL EQUITY INDEX F11.8K shares1.25%2025-09-302025-11-12history
WGO WINNEBAGO INDS INC24.9K shares-20.75%2025-09-302025-11-12history
SUB ISHARES TR7.8K shares2.35%2025-09-302025-11-12history
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ANET ARISTA NETWORKS INC5.7K shares54.33%2025-09-302025-11-12history
VBR VANGUARD INDEX FDS4.0K shares3.51%2025-09-302025-11-12history
FMHI FIRST TR EXCH TRADED FD III17.4K shares1.03%2025-09-302025-11-12history
SPVM INVESCO EXCHANGE TRADED FD T12.5K shares-4.93%2025-09-302025-11-12history
CIBR FIRST TR EXCHANGE TRADED FD10.8K shares64.30%2025-09-302025-11-12history
JMEE J P MORGAN EXCHANGE TRADED F12.8K shares9.07%2025-09-302025-11-12history
GSK GSK PLC18.6K shares-0.41%2025-09-302025-11-12history
GD GENERAL DYNAMICS CORP2.4K shares1.12%2025-09-302025-11-12history
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IGSB ISHARES TR15.0K shares-10.78%2025-09-302025-11-12history
RWJ INVESCO EXCH TRADED FD TR II16.4K shares-28.80%2025-09-302025-11-12history
FRME FIRST MERCHANTS CORP21.0K shares-1.75%2025-09-302025-11-12history
CGNG CAPITAL GROUP NEW GEOGRAPHY25.5K shares85.81%2025-09-302025-11-12history
VWO VANGUARD INTL EQUITY INDEX F14.5K shares1.44%2025-09-302025-11-12history
LVHI LEGG MASON ETF INVT22.1K shares20.61%2025-09-302025-11-12history
VT VANGUARD INTL EQUITY INDEX F5.6K shares10.80%2025-09-302025-11-12history
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EFG ISHARES TR6.7K shares-56.48%2025-09-302025-11-12history
VRTX VERTEX PHARMACEUTICALS INC1.9K shares-2.22%2025-09-302025-11-12history
RLY SSGA ACTIVE ETF TR24.6K shares6.87%2025-09-302025-11-12history
BR BROADRIDGE FINL SOLUTIONS IN3.2K shares-1.40%2025-09-302025-11-12history
DFGR DIMENSIONAL ETF TRUST27.6K shares6.45%2025-09-302025-11-12history
SLYG SPDR SERIES TRUST8.0K shares-5.99%2025-09-302025-11-12history
PNRG PRIMEENERGY RESOURCES CORP4.5K shares0.00%2025-09-302025-11-12history
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IAK ISHARES TR5.6K shares0.00%2025-09-302025-11-12history
DOW DOW INC32.3K shares-3.44%2025-09-302025-11-12history
FPE FIRST TR EXCH TRADED FD III40.5K shares-1.82%2025-09-302025-11-12history
FDX FEDEX CORP3.1K shares12.34%2025-09-302025-11-12history
TMSL T ROWE PRICE ETF INC20.8K shares2.98%2025-09-302025-11-12history
MMM 3M CO4.7K shares-28.75%2025-09-302025-11-12history
VB VANGUARD INDEX FDS2.9K shares-7.60%2025-09-302025-11-12history
IBIT ISHARES BITCOIN TRUST ETF11.1K shares-9.87%2025-09-302025-11-12history
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SOXX ISHARES TR2.6K shares1.65%2025-09-302025-11-12history
TT TRANE TECHNOLOGIES PLC1.7K shares-0.41%2025-09-302025-11-12history
UBSI UNITED BANKSHARES INC WEST V19.2K shares0.00%2025-09-302025-11-12history
IJJ ISHARES TR5.5K shares22.34%2025-09-302025-11-12history
STEW SRH TOTAL RETURN FUND INC39.0K shares-75.86%2025-09-302025-11-12history
FDVV FIDELITY COVINGTON TRUST12.7K shares5.19%2025-09-302025-11-12history
EFAV ISHARES TR8.3K shares0.00%2025-09-302025-11-12history
PTL NORTHERN LTS FD TR IV2.8K shares21.55%2025-09-302025-11-12history
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NML NEUBERGER BERMAN ENERGY INFR80.1K shares-48.21%2025-09-302025-11-12history
RHI ROBERT HALF INC.20.4K shares-9.62%2025-09-302025-11-12history
RCL ROYAL CARIBBEAN GROUP2.1K shares-0.84%2025-09-302025-11-12history
MUNI PIMCO ETF TR12.9K sharesnew addition2025-09-302025-11-12history
ATMU ATMUS FILTRATION TECHNOLOGIE14.8K shares0.00%2025-09-302025-11-12history
CTVA CORTEVA INC9.8K shares1.73%2025-09-302025-11-12history
CLX CLOROX CO DEL5.3K shares55.71%2025-09-302025-11-12history
PID INVESCO EXCHANGE TRADED FD T30.8K shares0.69%2025-09-302025-11-12history
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AOA ISHARES TR7.4K shares-31.88%2025-09-302025-11-12history
MPC MARATHON PETE CORP3.4K sharesnew addition2025-09-302025-11-12history
TGT TARGET CORP7.1K shares-3.64%2025-09-302025-11-12history
DFAE DIMENSIONAL ETF TRUST20.1K shares1.05%2025-09-302025-11-12history
LHX L3HARRIS TECHNOLOGIES INC2.1K shares3.81%2025-09-302025-11-12history
WAFD WAFD INC20.7K shares0.00%2025-09-302025-11-12history
LMBS FIRST TR EXCHANGE-TRADED FD12.6K shares-50.91%2025-09-302025-11-12history
FNDX SCHWAB STRATEGIC TR23.7K shares-0.10%2025-09-302025-11-12history
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IYJ ISHARES TR4.3K shares-1.44%2025-09-302025-11-12history
FTC FIRST TR EXCHANGE-TRADED ALP3.9K shares-18.43%2025-09-302025-11-12history
QTUM ETF SER SOLUTIONS5.9K sharesnew addition2025-09-302025-11-12history
XEL XCEL ENERGY INC7.6K sharesnew addition2025-09-302025-11-12history
QQA INVESCO ACTIVELY MANAGED EXC11.7K shares102.84%2025-09-302025-11-12history
GAA CAMBRIA ETF TR19.2K shares2.32%2025-09-302025-11-12history
SPDW SPDR INDEX SHS FDS14.1K shares162.01%2025-09-302025-11-12history
XSMO INVESCO EXCHANGE TRADED FD T8.1K shares55.65%2025-09-302025-11-12history
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IBB ISHARES TR4.1K shares38.73%2025-09-302025-11-12history
BSX BOSTON SCIENTIFIC CORP6.1K shares-23.49%2025-09-302025-11-12history
AVEM AMERICAN CENTY ETF TR7.9K shares62.86%2025-09-302025-11-12history
VFH VANGUARD WORLD FD4.5K shares0.02%2025-09-302025-11-12history
UGI UGI CORP NEW17.6K shares-0.17%2025-09-302025-11-12history
HON HONEYWELL INTL INC2.8K shares3.20%2025-09-302025-11-12history
CHRW C H ROBINSON WORLDWIDE INC4.4K shares-17.99%2025-09-302025-11-12history
CGMS CAPITAL GRP FIXED INCM ETF T21.0K shares37.95%2025-09-302025-11-12history
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GRID FIRST TR EXCHANGE TRADED FD3.8K shares-0.70%2025-09-302025-11-12history
UBER UBER TECHNOLOGIES INC5.9K shares-46.12%2025-09-302025-11-12history
TDIV FIRST TR EXCHANGE TRADED FD5.7K shares7.95%2025-09-302025-11-12history
DRLL EA SERIES TRUST19.7K shares-0.13%2025-09-302025-11-12history
DFSD DIMENSIONAL ETF TRUST11.7K shares1.61%2025-09-302025-11-12history
NBTB NBT BANCORP INC13.5K shares0.36%2025-09-302025-11-12history
SCHP SCHWAB STRATEGIC TR20.7K shares-11.51%2025-09-302025-11-12history
IJT ISHARES TR3.9K shares0.00%2025-09-302025-11-12history
Sponsored
CRM SALESFORCE INC2.3K shares2.90%2025-09-302025-11-12history
INTC INTEL CORP16.5K shares-2.24%2025-09-302025-11-12history
HUBB HUBBELL INC1.3K shares0.31%2025-09-302025-11-12history
VBK VANGUARD INDEX FDS1.9K shares-3.63%2025-09-302025-11-12history
GWW GRAINGER W W INC580 shares1.05%2025-09-302025-11-12history
AUBN AUBURN NATL BANCORP22.5K shares0.00%2025-09-302025-11-12history
ADSK AUTODESK INC1.7K shares0.35%2025-09-302025-11-12history
UNP UNION PAC CORP2.3K shares24.38%2025-09-302025-11-12history
Sponsored
KRE SPDR SERIES TRUST8.4K shares12.72%2025-09-302025-11-12history
PZA INVESCO EXCH TRADED FD TR II22.9K shares21.47%2025-09-302025-11-12history
PXH INVESCO EXCH TRADED FD TR II20.8K shares0.30%2025-09-302025-11-12history
ETR ENTERGY CORP NEW5.7K shares-7.37%2025-09-302025-11-12history
ARKK ARK ETF TR6.1K shares20.54%2025-09-302025-11-12history
RIGS ALPS ETF TR22.5K shares2.45%2025-09-302025-11-12history
DHR DANAHER CORPORATION2.6K shares18.21%2025-09-302025-11-12history
IGPT INVESCO EXCHANGE TRADED FD T9.6K shares0.02%2025-09-302025-11-12history
Sponsored
LTPZ PIMCO ETF TR9.6K shares13.72%2025-09-302025-11-12history
OMFS INVESCO EXCH TRD SLF IDX FD11.5K shares-44.47%2025-09-302025-11-12history
RDIV INVESCO EXCH TRADED FD TR II9.7K shares-6.40%2025-09-302025-11-12history
FSCO FS CREDIT OPPORTUNITIES CORP72.7K shares0.55%2025-09-302025-11-12history
EVRG EVERGY INC6.5K shares0.00%2025-09-302025-11-12history
BDYN BLACKROCK ETF TRUST19.6K sharesnew addition2025-09-302025-11-12history
TLT ISHARES TR5.5K shares-4.07%2025-09-302025-11-12history
FTHI FIRST TR EXCHANGE TRADED FD20.5K shares0.02%2025-09-302025-11-12history
Sponsored
UCB UNITED CMNTY BKS BLAIRSVLE G15.5K shares4.35%2025-09-302025-11-12history
CATY CATHAY GEN BANCORP10.1K shares-0.68%2025-09-302025-11-12history
FBT FIRST TR EXCHANGE-TRADED FD2.7K shares1.46%2025-09-302025-11-12history
TSLX SIXTH STREET SPECIALTY LENDI21.2K shares2.67%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available