The Analysis of JPL Wealth Management, LLC's Holdings
Currently, JPL Wealth Management, LLC holds 1192 types of securities in its portfolio with a total value $421.3M. In the most recent quarter, they have increased their positions in SPMO (+34.5K shares, valued at $4.2M), MSTR (+9.4K shares, valued at $3.0M), AAUS (+35.4K shares, valued at $1.9M); decreased their positions in EOG (-28.8K shares, valued at $3.2M), AVGO (-1.4K shares, valued at $447.0K), GOOGL (-1.4K shares, valued at $347.6K); initiated new positions in SPMO (+34.5K shares, valued at $4.2M), MSTR (+9.4K shares, valued at $3.0M), AAUS (+35.4K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHO SCHWAB STRATEGIC TR675.8K shares4.16%2025-09-302025-11-14
UNH UNITEDHEALTH GROUP INC47.2K shares7.59%2025-09-302025-11-14 AVGO BROADCOM INC46.0K shares-2.86%2025-09-302025-11-14 AAPL APPLE INC51.0K shares-2.01%2025-09-302025-11-14 VTI VANGUARD INDEX FDS35.6K shares-1.56%2025-09-302025-11-14 MSFT MICROSOFT CORP20.6K shares-1.56%2025-09-302025-11-14 GOOGL ALPHABET INC41.2K shares-3.35%2025-09-302025-11-14 IGSB ISHARES TR152.9K shares2.53%2025-09-302025-11-14 QQQ INVESCO QQQ TR12.2K shares-0.79%2025-09-302025-11-14 IJH ISHARES TR112.3K shares-1.30%2025-09-302025-11-14 CVX CHEVRON CORP NEW43.9K shares0.73%2025-09-302025-11-14 CAT CATERPILLAR INC13.9K shares-2.33%2025-09-302025-11-14 ABBV ABBVIE INC28.3K shares2.45%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW6.9K shares-1.60%2025-09-302025-11-14 OEF ISHARES TR18.5K shares-1.77%2025-09-302025-11-14 SCHF SCHWAB STRATEGIC TR252.9K shares-0.17%2025-09-302025-11-14 AMZN AMAZON COM INC26.8K shares-0.95%2025-09-302025-11-14 DGRO ISHARES TR81.7K shares0.20%2025-09-302025-11-14 WMT WALMART INC52.6K shares-2.13%2025-09-302025-11-14 ARES ARES MANAGEMENT CORPORATION33.6K shares-2.01%2025-09-302025-11-14 IEI ISHARES TR44.8K shares4.63%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL10.4K shares-1.51%2025-09-302025-11-14 SOXX ISHARES TR18.3K shares-1.84%2025-09-302025-11-14 SDVY FIRST TR EXCHANGE-TRADED FD129.8K shares-1.82%2025-09-302025-11-14 IEFA ISHARES TR56.3K shares-1.17%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO15.5K shares-2.40%2025-09-302025-11-14 NVDA NVIDIA CORPORATION26.2K shares-2.57%2025-09-302025-11-14 PWB INVESCO EXCHANGE TRADED FD T38.7K shares-2.03%2025-09-302025-11-14 XOM EXXON MOBIL CORP42.9K shares2.55%2025-09-302025-11-14 DHI D R HORTON INC28.5K shares0.59%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR176.1K shares-0.88%2025-09-302025-11-14 DON WISDOMTREE TR90.1K shares0.65%2025-09-302025-11-14 MA MASTERCARD INCORPORATED8.1K shares-1.25%2025-09-302025-11-14 TRI THOMSON REUTERS CORP29.5K shares-1.51%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS15.7K shares1.33%2025-09-302025-11-14 DFAI DIMENSIONAL ETF TRUST119.3K shares3.92%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC39.4K shares-2.26%2025-09-302025-11-14 QMOM EA SERIES TRUST65.6K shares4.07%2025-09-302025-11-14 SPMO INVESCO EXCH TRADED FD TR II34.5K sharesnew addition2025-09-302025-11-14 LAMR LAMAR ADVERTISING CO NEW33.6K shares-0.26%2025-09-302025-11-14 VOT VANGUARD INDEX FDS14.0K shares-3.08%2025-09-302025-11-14 GILD GILEAD SCIENCES INC35.7K shares0.49%2025-09-302025-11-14 VPL VANGUARD INTL EQUITY INDEX F44.6K shares-1.64%2025-09-302025-11-14 IWP ISHARES TR27.4K shares-1.71%2025-09-302025-11-14 SO SOUTHERN CO40.0K shares0.05%2025-09-302025-11-14 DE DEERE & CO8.1K shares-0.84%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP6.0K shares0.18%2025-09-302025-11-14 ING ING GROEP NV135.9K shares-1.27%2025-09-302025-11-14 DLR DIGITAL RLTY TR INC20.5K shares0.10%2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC7.1K shares1.50%2025-09-302025-11-14 EQH EQUITABLE HLDGS INC69.6K shares1.47%2025-09-302025-11-14 HD HOME DEPOT INC8.7K shares3.71%2025-09-302025-11-14 PAYX PAYCHEX INC27.7K shares0.33%2025-09-302025-11-14 UL UNILEVER PLC58.6K shares0.42%2025-09-302025-11-14 EMR EMERSON ELEC CO25.1K shares0.03%2025-09-302025-11-14 PEP PEPSICO INC23.3K shares2.31%2025-09-302025-11-14 FNF FIDELITY NATIONAL FINANCIAL53.8K shares1.15%2025-09-302025-11-14 MSTR STRATEGY INC9.4K sharesnew addition2025-09-302025-11-14 VOO VANGUARD INDEX FDS4.8K shares-0.37%2025-09-302025-11-14 MS MORGAN STANLEY18.4K shares0.08%2025-09-302025-11-14 AMGN AMGEN INC10.2K shares1.06%2025-09-302025-11-14 SDOG ALPS ETF TR46.7K shares-0.17%2025-09-302025-11-14 OWL BLUE OWL CAPITAL INC163.3K shares1.86%2025-09-302025-11-14 PEG PUBLIC SVC ENTERPRISE GRP IN32.8K shares0.37%2025-09-302025-11-14 SNY SANOFI SA52.9K shares2.86%2025-09-302025-11-14 SPGI S&P GLOBAL INC5.0K shares2.49%2025-09-302025-11-14 WAT WATERS CORP8.0K shares1.19%2025-09-302025-11-14 UNP UNION PAC CORP10.1K shares0.84%2025-09-302025-11-14 SPIB SPDR SERIES TRUST67.4K shares8.11%2025-09-302025-11-14 ADBE ADOBE INC6.2K shares0.02%2025-09-302025-11-14 NFLX NETFLIX INC1.6K shares-1.64%2025-09-302025-11-14 AAUS EA SERIES TRUST35.4K sharesnew addition2025-09-302025-11-14 PSA PUBLIC STORAGE OPER CO6.1K shares0.91%2025-09-302025-11-14 GOVT ISHARES TR74.6K shares3.88%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR2.5K shares0.00%2025-09-302025-11-14 ORCL ORACLE CORP4.8K shares6.21%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC7.4K shares-8.25%2025-09-302025-11-14 BSCS INVESCO EXCH TRD SLF IDX FD60.2K shares12.90%2025-09-302025-11-14 META META PLATFORMS INC1.5K shares-14.16%2025-09-302025-11-14 EPI WISDOMTREE TR24.0K shares-0.95%2025-09-302025-11-14 BSCU INVESCO EXCH TRD SLF IDX FD58.4K shares18.37%2025-09-302025-11-14 BSCW INVESCO EXCH TRD SLF IDX FD45.4K shares17.05%2025-09-302025-11-14 ETN EATON CORP PLC2.3K shares-6.57%2025-09-302025-11-14 SPMB SPDR SERIES TRUST35.5K shares0.09%2025-09-302025-11-14 IWB ISHARES TR2.1K shares0.00%2025-09-302025-11-14 IGIB ISHARES TR13.6K shares4.03%2025-09-302025-11-14 GOOG ALPHABET INC2.7K shares45.73%2025-09-302025-11-14 SPYM SPDR SERIES TRUST8.0K sharesnew addition2025-09-302025-11-14 IWF ISHARES TR1.3K shares0.00%2025-09-302025-11-14 LLY ELI LILLY & CO797 shares-4.89%2025-09-302025-11-14 TSLA TESLA INC1.4K shares47.77%2025-09-302025-11-14 V VISA INC1.7K shares24.89%2025-09-302025-11-14 BNL BROADSTONE NET LEASE INC32.4K shares0.00%2025-09-302025-11-14 FTNT FORTINET INC6.8K shares5.87%2025-09-302025-11-14 TXN TEXAS INSTRS INC2.6K shares-17.56%2025-09-302025-11-14 VONG VANGUARD SCOTTSDALE FDS3.9K shares0.00%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW1.7K shares4.27%2025-09-302025-11-14 IBTO ISHARES TR17.4K shares-6.03%2025-09-302025-11-14 IVV ISHARES TR598 shares0.00%2025-09-302025-11-14 HEFA ISHARES TR10.0K shares-4.08%2025-09-302025-11-14 VUG VANGUARD INDEX FDS818 shares-4.22%2025-09-302025-11-14 HYDB ISHARES TR8.2K shares-0.79%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR13.3K shares0.00%2025-09-302025-11-14 EFA ISHARES TR4.0K shares0.00%2025-09-302025-11-14 IEMG ISHARES INC5.0K shares0.00%2025-09-302025-11-14 XEL XCEL ENERGY INC3.8K shares13.03%2025-09-302025-11-14 PFE PFIZER INC11.4K shares1.74%2025-09-302025-11-14 IJJ ISHARES TR2.1K shares0.00%2025-09-302025-11-14 FV FIRST TR EXCHANGE TRADED FD4.2K shares0.00%2025-09-302025-11-14 VOE VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-14 MRK MERCK & CO INC3.0K shares10.53%2025-09-302025-11-14 QUAL ISHARES TR1.3K shares8.01%2025-09-302025-11-14 WFC WELLS FARGO CO NEW3.0K sharesnew addition2025-09-302025-11-14 DYNF BLACKROCK ETF TRUST4.1K sharesnew addition2025-09-302025-11-14 AXON AXON ENTERPRISE INC331 shares9.97%2025-09-302025-11-14 NEE NEXTERA ENERGY INC3.1K sharesnew addition2025-09-302025-11-14 VTV VANGUARD INDEX FDS1.2K shares-2.12%2025-09-302025-11-14 GE GE AEROSPACE737 sharesnew addition2025-09-302025-11-14 CSCO CISCO SYS INC3.2K sharesnew addition2025-09-302025-11-14 PG PROCTER AND GAMBLE CO1.4K sharesnew addition2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD748 sharesnew addition2025-09-302025-11-14 AXP AMERICAN EXPRESS CO619 sharesnew addition2025-09-302025-11-14 SPLV INVESCO EXCH TRADED FD TR II2.7K sharesnew addition2025-09-302025-11-14 INTU INTUIT287 sharesnew addition2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP378 sharesnew addition2025-09-302025-11-14 RDVY FIRST TR EXCHANGE TRADED FD2.8K sharesnew addition2025-09-302025-11-14 IVE ISHARES TR893 sharesnew addition2025-09-302025-11-14 HWM HOWMET AEROSPACE INC928 sharesnew addition2025-09-302025-11-14 QVAL EA SERIES TRUST3.9K sharesnew addition2025-09-302025-11-14 SYK STRYKER CORPORATION476 sharesnew addition2025-09-302025-11-14 T AT&T INC6.2K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO2.6K sharesnew addition2025-09-302025-11-14 PM PHILIP MORRIS INTL INC1.0K sharesnew addition2025-09-302025-11-14 DFUS DIMENSIONAL ETF TRUST2.3K sharesnew addition2025-09-302025-11-14 BSCR INVESCO EXCH TRD SLF IDX FD8.3K sharesnew addition2025-09-302025-11-14 DFUV DIMENSIONAL ETF TRUST3.7K sharesnew addition2025-09-302025-11-14 ENB ENBRIDGE INC3.2K sharesnew addition2025-09-302025-11-14 IWD ISHARES TR766 sharesnew addition2025-09-302025-11-14 BSCP INVESCO EXCH TRD SLF IDX FD7.3K sharesnew addition2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF2.3K sharesnew addition2025-09-302025-11-14 IBTM ISHARES TR6.5K sharesnew addition2025-09-302025-11-14 BSCQ INVESCO EXCH TRD SLF IDX FD7.7K sharesnew addition2025-09-302025-11-14 ACWI ISHARES TR1.1K sharesnew addition2025-09-302025-11-14 COP CONOCOPHILLIPS1.5K sharesnew addition2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR5.5K sharesnew addition2025-09-302025-11-14 NOW SERVICENOW INC149 sharesnew addition2025-09-302025-11-14 GEV GE VERNOVA INC223 sharesnew addition2025-09-302025-11-14 AIQ GLOBAL X FDS2.8K sharesnew addition2025-09-302025-11-14 MCD MCDONALDS CORP448 sharesnew addition2025-09-302025-11-14 VV VANGUARD INDEX FDS440 sharesnew addition2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW1.1K sharesnew addition2025-09-302025-11-14 JNJ JOHNSON & JOHNSON716 sharesnew addition2025-09-302025-11-14 WMB WILLIAMS COS INC2.0K sharesnew addition2025-09-302025-11-14 FDN FIRST TR EXCHANGE-TRADED FD455 sharesnew addition2025-09-302025-11-14 CQP CHENIERE ENERGY PARTNERS LP2.3K sharesnew addition2025-09-302025-11-14 QQQM INVESCO EXCH TRADED FD TR II500 sharesnew addition2025-09-302025-11-14 AFL AFLAC INC1.1K sharesnew addition2025-09-302025-11-14 CRM SALESFORCE INC495 sharesnew addition2025-09-302025-11-14 RTX RTX CORPORATION701 sharesnew addition2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP1.2K sharesnew addition2025-09-302025-11-14 AON AON PLC323 sharesnew addition2025-09-302025-11-14 BITB BITWISE BITCOIN ETF TR1.8K sharesnew addition2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-11-14 IJR ISHARES TR920 sharesnew addition2025-09-302025-11-14 BLK BLACKROCK INC90 sharesnew addition2025-09-302025-11-14 IVW ISHARES TR864 sharesnew addition2025-09-302025-11-14 MPC MARATHON PETE CORP539 sharesnew addition2025-09-302025-11-14 LOPE GRAND CANYON ED INC470 sharesnew addition2025-09-302025-11-14 APP APPLOVIN CORP143 sharesnew addition2025-09-302025-11-14 TMUS T-MOBILE US INC427 sharesnew addition2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP309 sharesnew addition2025-09-302025-11-14 AJG GALLAGHER ARTHUR J & CO318 sharesnew addition2025-09-302025-11-14 TRV TRAVELERS COMPANIES INC347 sharesnew addition2025-09-302025-11-14 LIN LINDE PLC204 sharesnew addition2025-09-302025-11-14 FRDM EA SERIES TRUST2.2K sharesnew addition2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC17 sharesnew addition2025-09-302025-11-14 SPGP INVESCO EXCHANGE TRADED FD T811 sharesnew addition2025-09-302025-11-14 CVS CVS HEALTH CORP1.2K sharesnew addition2025-09-302025-11-14 QCOM QUALCOMM INC549 sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA CORP1.7K sharesnew addition2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC2.0K sharesnew addition2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN524 sharesnew addition2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS1.5K sharesnew addition2025-09-302025-11-14 IBTL ISHARES TR4.2K sharesnew addition2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC602 sharesnew addition2025-09-302025-11-14 DBEF DBX ETF TR1.8K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS632 sharesnew addition2025-09-302025-11-14 COF CAPITAL ONE FINL CORP397 sharesnew addition2025-09-302025-11-14 MO ALTRIA GROUP INC1.3K sharesnew addition2025-09-302025-11-14 VBR VANGUARD INDEX FDS401 sharesnew addition2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC516 sharesnew addition2025-09-302025-11-14 TJX TJX COS INC NEW573 sharesnew addition2025-09-302025-11-14 LOW LOWES COS INC327 sharesnew addition2025-09-302025-11-14 IBTK ISHARES TR4.1K sharesnew addition2025-09-302025-11-14 AMP AMERIPRISE FINL INC166 sharesnew addition2025-09-302025-11-14 CI THE CIGNA GROUP277 sharesnew addition2025-09-302025-11-14 PGR PROGRESSIVE CORP313 sharesnew addition2025-09-302025-11-14 MU MICRON TECHNOLOGY INC461 sharesnew addition2025-09-302025-11-14 DFIV DIMENSIONAL ETF TRUST1.6K sharesnew addition2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS959 sharesnew addition2025-09-302025-11-14 NTRS NORTHERN TR CORP560 sharesnew addition2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC1.6K sharesnew addition2025-09-302025-11-14 MELI MERCADOLIBRE INC32 sharesnew addition2025-09-302025-11-14 PEY INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2025-09-302025-11-14 DFAT DIMENSIONAL ETF TRUST1.3K sharesnew addition2025-09-302025-11-14 DGX QUEST DIAGNOSTICS INC387 sharesnew addition2025-09-302025-11-14 ADI ANALOG DEVICES INC299 sharesnew addition2025-09-302025-11-14 RMD RESMED INC268 sharesnew addition2025-09-302025-11-14 WEC WEC ENERGY GROUP INC628 sharesnew addition2025-09-302025-11-14 CLF CLEVELAND-CLIFFS INC NEW5.9K sharesnew addition2025-09-302025-11-14 URI UNITED RENTALS INC75 sharesnew addition2025-09-302025-11-14 SDY SPDR SERIES TRUST500 sharesnew addition2025-09-302025-11-14 APH AMPHENOL CORP NEW555 sharesnew addition2025-09-302025-11-14 IDXX IDEXX LABS INC106 sharesnew addition2025-09-302025-11-14 HPE HEWLETT PACKARD ENTERPRISE C2.7K sharesnew addition2025-09-302025-11-14 BA BOEING CO307 sharesnew addition2025-09-302025-11-14 PSX PHILLIPS 66485 sharesnew addition2025-09-302025-11-14 LNG CHENIERE ENERGY INC277 sharesnew addition2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR726 sharesnew addition2025-09-302025-11-14 AZO AUTOZONE INC15 sharesnew addition2025-09-302025-11-14 TFC TRUIST FINL CORP1.4K sharesnew addition2025-09-302025-11-14 NVO NOVO-NORDISK A S1.1K sharesnew addition2025-09-302025-11-14 VEEV VEEVA SYS INC212 sharesnew addition2025-09-302025-11-14 BSCT INVESCO EXCH TRD SLF IDX FD3.4K sharesnew addition2025-09-302025-11-14 CTAS CINTAS CORP305 sharesnew addition2025-09-302025-11-14 TDG TRANSDIGM GROUP INC47 sharesnew addition2025-09-302025-11-14 KKR KKR & CO INC477 sharesnew addition2025-09-302025-11-14 KEY KEYCORP3.3K sharesnew addition2025-09-302025-11-14 DES WISDOMTREE TR1.8K sharesnew addition2025-09-302025-11-14 WELL WELLTOWER INC335 sharesnew addition2025-09-302025-11-14 AMAT APPLIED MATLS INC291 sharesnew addition2025-09-302025-11-14 ANET ARISTA NETWORKS INC404 sharesnew addition2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR1.8K sharesnew addition2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND235 sharesnew addition2025-09-302025-11-14 CME CME GROUP INC214 sharesnew addition2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP604 sharesnew addition2025-09-302025-11-14 UNM UNUM GROUP728 sharesnew addition2025-09-302025-11-14 IRM IRON MTN INC DEL554 sharesnew addition2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN192 sharesnew addition2025-09-302025-11-14 HLT HILTON WORLDWIDE HLDGS INC217 sharesnew addition2025-09-302025-11-14 PH PARKER-HANNIFIN CORP73 sharesnew addition2025-09-302025-11-14 PODD INSULET CORP175 sharesnew addition2025-09-302025-11-14 BK BANK NEW YORK MELLON CORP486 sharesnew addition2025-09-302025-11-14 MCO MOODYS CORP111 sharesnew addition2025-09-302025-11-14 LGND LIGAND PHARMACEUTICALS INC296 sharesnew addition2025-09-302025-11-14 OXY OCCIDENTAL PETE CORP1.1K sharesnew addition2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC106 sharesnew addition2025-09-302025-11-14 C CITIGROUP INC497 sharesnew addition2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS INC128 sharesnew addition2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC63 sharesnew addition2025-09-302025-11-14 RSG REPUBLIC SVCS INC217 sharesnew addition2025-09-302025-11-14 PWR QUANTA SVCS INC119 sharesnew addition2025-09-302025-11-14 SAP SAP SE183 sharesnew addition2025-09-302025-11-14 BX BLACKSTONE INC285 sharesnew addition2025-09-302025-11-14 COIN COINBASE GLOBAL INC144 sharesnew addition2025-09-302025-11-14 CSGP COSTAR GROUP INC569 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sharesnew addition2025-09-302025-11-14 SRE SEMPRA456 sharesnew addition2025-09-302025-11-14 SNPS SYNOPSYS INC83 sharesnew addition2025-09-302025-11-14 IJS ISHARES TR367 sharesnew addition2025-09-302025-11-14 KMI KINDER MORGAN INC DEL1.4K sharesnew addition2025-09-302025-11-14 KLAC KLA CORP37 sharesnew addition2025-09-302025-11-14 GD GENERAL DYNAMICS CORP117 sharesnew addition2025-09-302025-11-14 MDT MEDTRONIC PLC417 sharesnew addition2025-09-302025-11-14 CMG CHIPOTLE MEXICAN GRILL INC1.0K sharesnew addition2025-09-302025-11-14 SNOW SNOWFLAKE INC173 sharesnew addition2025-09-302025-11-14 AIG AMERICAN INTL GROUP INC494 sharesnew addition2025-09-302025-11-14 CL COLGATE PALMOLIVE CO471 sharesnew addition2025-09-302025-11-14 UBS UBS GROUP AG908 sharesnew addition2025-09-302025-11-14 RCL ROYAL CARIBBEAN GROUP115 sharesnew addition2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC185 sharesnew addition2025-09-302025-11-14 BLND BLEND LABS INC10.0K shares0.00%2025-09-302025-11-14 ITB ISHARES 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