The Analysis of KERR FINANCIAL PLANNING Corp's Holdings
Currently, KERR FINANCIAL PLANNING Corp holds 562 types of securities in its portfolio with a total value $71.0M. In the most recent quarter, they have increased their positions in TSLA (+11.3K shares, valued at $4.8M), QQQ (+7.0K shares, valued at $4.3M), NVDA (+21.0K shares, valued at $3.9M); initiated new positions in TSLA (+11.3K shares, valued at $4.8M), QQQ (+7.0K shares, valued at $4.3M), NVDA (+21.0K shares, valued at $3.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSLA TESLA INC11.3K sharesnew addition2025-09-302025-11-25
QQQ INVSC QQQ TRUST SRS 1 ETF7.0K sharesnew addition2025-09-302025-11-25 NVDA NVIDIA CORP21.0K sharesnew addition2025-09-302025-11-25 AAPL APPLE INC14.6K sharesnew addition2025-09-302025-11-25 AMZN AMAZON.COM INC11.6K sharesnew addition2025-09-302025-11-25 ARKK ARK INNOVATION ETF27.2K sharesnew addition2025-09-302025-11-25 IVV ISHARES CORE S&P 500 ETF3.0K sharesnew addition2025-09-302025-11-25 PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A11.5K sharesnew addition2025-09-302025-11-25 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF24.7K sharesnew addition2025-09-302025-11-25 IYY ISHARES DOW JONES US ETF7.5K sharesnew addition2025-09-302025-11-25 AMD ADVANCED MICRO DEVIC4.8K sharesnew addition2025-09-302025-11-25 IWY ISHARES RUSSELL TOP 200 GROWTH ETF4.2K sharesnew addition2025-09-302025-11-25 MSFT MICROSOFT CORP2.2K sharesnew addition2025-09-302025-11-25 IUSB ISHARES CORE UNIVERSAL USD BOND ETF23.3K sharesnew addition2025-09-302025-11-25 GRNY FUNDSTRAT GRANNY SHT US LG CP ETF34.1K sharesnew addition2025-09-302025-11-25 SMH VANECK SEMICONDUCTOR ETF2.3K sharesnew addition2025-09-302025-11-25 ITOT ISHARES TOTAL US STOCK MARKET ETF5.2K sharesnew addition2025-09-302025-11-25 RMBS RAMBUS INC DEL8.0K sharesnew addition2025-09-302025-11-25 JPM JPMORGAN CHASE & CO2.4K sharesnew addition2025-09-302025-11-25 VOO VANGUARD S&P 500 ETF1.1K sharesnew addition2025-09-302025-11-25 AGG ISHARES CORE US AGGREGATE BOND ETF6.5K sharesnew addition2025-09-302025-11-25 CRWD CROWDSTRIKE HLDGS INC CLASS A1.1K sharesnew addition2025-09-302025-11-25 USMV ISHARES MSCI USA MIN VOLFCTR ETF5.9K sharesnew addition2025-09-302025-11-25 JQUA JPMORGAN U.S. QUALITY FACTOR ETF9.0K sharesnew addition2025-09-302025-11-25 GOOGL ALPHABET INC CLASS A1.8K sharesnew addition2025-09-302025-11-25 IWF ISHARES RUSSELL 1000 GROWTH ETF1.1K sharesnew addition2025-09-302025-11-25 OUSA ALPS O SHARES U S QLTY DIVID ETF8.8K sharesnew addition2025-09-302025-11-25 META META PLATFORMS INC CLASS A781 sharesnew addition2025-09-302025-11-25 IVE ISHARES S&P 500 VALUE ETF2.2K sharesnew addition2025-09-302025-11-25 COST COSTCO WHSL CORP NEW509 sharesnew addition2025-09-302025-11-25 GOOG ALPHABET INC CLASS C1.6K sharesnew addition2025-09-302025-11-25 AMAT APPLIED MATLS INC1.9K sharesnew addition2025-09-302025-11-25 MRVL MARVELL TECHNOLOGY INC5.1K sharesnew addition2025-09-302025-11-25 AFL AFLAC INC3.7K sharesnew addition2025-09-302025-11-25 BRK.B BERKSHIRE HATHAWAY CLASS CLASS B801 sharesnew addition2025-09-302025-11-25 WFC WELLS FARGO & CO4.8K sharesnew addition2025-09-302025-11-25 SPY SPDR S&P 500 ETF599 sharesnew addition2025-09-302025-11-25 SRE SEMPRA4.3K sharesnew addition2025-09-302025-11-25 MTUM ISHARES MSCI USA MOMNTUMFCT ETF1.6K sharesnew addition2025-09-302025-11-25 SCHG SCHWAB US LARGE CAP GROWTH ETF11.9K sharesnew addition2025-09-302025-11-25 ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS2.7K sharesnew addition2025-09-302025-11-25 XOM EXXON MOBIL CORP3.2K sharesnew addition2025-09-302025-11-25 QUAL ISHARES MSCI USA QLTY FACT ETF1.8K sharesnew addition2025-09-302025-11-25 ORCL ORACLE CORP1.6K sharesnew addition2025-09-302025-11-25 FTCS FIRST TRUST CAPITAL STRENGTH ETF3.8K sharesnew addition2025-09-302025-11-25 AZO AUTOZONE INC89 sharesnew addition2025-09-302025-11-25 VRT VERTIV HLDGS CO CLASS A2.0K sharesnew addition2025-09-302025-11-25 CGDV CAPITAL GROUP DIVIDEND VALUE ETF7.5K sharesnew addition2025-09-302025-11-25 AMGN AMGEN INC920 sharesnew addition2025-09-302025-11-25 ARTY ISHARES FUTURE AI AND TECH ETF6.6K sharesnew addition2025-09-302025-11-25 GLW CORNING INC3.7K sharesnew addition2025-09-302025-11-25 BLK BLACKROCK INC NEW283 sharesnew addition2025-09-302025-11-25 MGK VANGUARD MEGA CAP GROWTHETF719 sharesnew addition2025-09-302025-11-25 COIN COINBASE GLOBAL INC CLASS A1.1K sharesnew addition2025-09-302025-11-25 DDIV FT DORSEY WRIGHT MOMNT AND DIVID ETF6.8K sharesnew addition2025-09-302025-11-25 SOUN SOUNDHOUND AI INC CLASS A22.0K sharesnew addition2025-09-302025-11-25 SOXX ISHARES SEMICONDUCTOR ETF877 sharesnew addition2025-09-302025-11-25 AJG GALLAGHER ARTHUR J & CO955 sharesnew addition2025-09-302025-11-25 XLE ENERGY SELECT SECTOR SPDR ETF2.6K sharesnew addition2025-09-302025-11-25 DELL DELL TECHNOLOGIES INC CLASS C1.9K sharesnew addition2025-09-302025-11-25 FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF5.5K sharesnew addition2025-09-302025-11-25 LULU LULULEMON ATHLETICA INC1.4K sharesnew addition2025-09-302025-11-25 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS811 sharesnew addition2025-09-302025-11-25 IBM IBM CORP746 sharesnew addition2025-09-302025-11-25 ET ENERGY TRANSFER L P LP12.8K sharesnew addition2025-09-302025-11-25 VMBS VANGUARD MORTGAGE BACKEDSEC ETF4.6K sharesnew addition2025-09-302025-11-25 VYM VANGUARD HIGH DIVIDEND YIELD ETF1.5K sharesnew addition2025-09-302025-11-25 ABBV ABBVIE INC903 sharesnew addition2025-09-302025-11-25 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF3.6K sharesnew addition2025-09-302025-11-25 COWG PACER US LRGE CAP CSH COWS ETF6.0K sharesnew addition2025-09-302025-11-25 AIQ GLOBAL X FUND GLB X ART INTL TGY ETF4.0K sharesnew addition2025-09-302025-11-25 ACLS AXCELIS TECHNOLOGIES INC2.4K sharesnew addition2025-09-302025-11-25 IEFA ISHARES CORE MSCI EAFE ETF2.2K sharesnew addition2025-09-302025-11-25 V VISA INC CLASS A585 sharesnew addition2025-09-302025-11-25 C CITIGROUP INC1.9K sharesnew addition2025-09-302025-11-25 MU MICRON TECHNOLOGY INC732 sharesnew addition2025-09-302025-11-25 GE GE AEROSPACE602 sharesnew addition2025-09-302025-11-25 EFG ISHARES MSCI EAFE GROWTHETF1.5K sharesnew addition2025-09-302025-11-25 XLK TECHNOLOGY SELECT SECTORSPDR ETF582 sharesnew addition2025-09-302025-11-25 IWD ISHARES RUSSELL 1000 VALUE ETF784 sharesnew addition2025-09-302025-11-25 QCOM QUALCOMM INC901 sharesnew addition2025-09-302025-11-25 HYGV FLEXSHAR HG YLD VLU SCORBD INDX ETF3.7K sharesnew addition2025-09-302025-11-25 SGOV ISHARES HIGH YIELD SYS BND ETF2.6K sharesnew addition2025-09-302025-11-25 CVX CHEVRON CORP NEW959 sharesnew addition2025-09-302025-11-25 LLY ELI LILLY AND CO143 sharesnew addition2025-09-302025-11-25 RDVY FT RISING DIVIDEND ACHIEVERS ETF2.2K sharesnew addition2025-09-302025-11-25 BND VANGUARD TOTAL BOND MARKET ETF2.0K sharesnew addition2025-09-302025-11-25 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS3.8K sharesnew addition2025-09-302025-11-25 MAGA POINT BRIDGE AMERICA FIRST ETF2.7K sharesnew addition2025-09-302025-11-25 MRK MERCK & CO. INC.1.5K sharesnew addition2025-09-302025-11-25 JNJ JOHNSON & JOHNSON667 sharesnew addition2025-09-302025-11-25 PDI PIMCO DYNAMIC INCOME CF7.2K sharesnew addition2025-09-302025-11-25 FSLR FIRST SOLAR INC500 sharesnew addition2025-09-302025-11-25 IVW ISHARES S&P 500 GROWTH ETF1.0K sharesnew addition2025-09-302025-11-25 VV VANGUARD LARGE CAP ETF397 sharesnew addition2025-09-302025-11-25 AXP AMERICAN EXPRESS CO344 sharesnew addition2025-09-302025-11-25 COWZ PACER US CASH COWS 100 ETF2.1K sharesnew addition2025-09-302025-11-25 OPEN OPENDOOR TECHNOLOGIES IN14.5K sharesnew addition2025-09-302025-11-25 BBRE JPMORGAN BETABUILDERS MSCI US REIT E1.2K sharesnew addition2025-09-302025-11-25 JBND JPMORGAN ACTIVE BOND ETF2.1K sharesnew addition2025-09-302025-11-25 BITO PROSHARES BITCOIN ETF7.8K sharesnew addition2025-09-302025-11-25 SPEM SPDR INDEX SHARES EMERG MARKT ETF2.4K sharesnew addition2025-09-302025-11-25 GTO INVSC TOTAL RETURN BOND ETF2.4K sharesnew addition2025-09-302025-11-25 UNH UNITEDHEALTH GROUP INC344 sharesnew addition2025-09-302025-11-25 T AT&T INC3.3K sharesnew addition2025-09-302025-11-25 ENB FINL CORP ENB FINL CORP5.0K sharesnew addition2025-09-302025-11-25 FDRR FIDELITY DIVIDEND RSNG RTS ETF1.8K sharesnew addition2025-09-302025-11-25 GBTC GRAYSCALE BITCOIN TRUST ETF1.5K sharesnew addition2025-09-302025-11-25 VYMI VANGUARD INTERNATNL HGH DIV YLD ETF1.3K sharesnew addition2025-09-302025-11-25 QCLN FIRST TST NASDAQ CLEAN ED ID ETF2.5K sharesnew addition2025-09-302025-11-25 IAU ISHARES GOLD ETF1.4K sharesnew addition2025-09-302025-11-25 CAT CATERPILLAR INC193 sharesnew addition2025-09-302025-11-25 INTC INTEL CORP3.0K sharesnew addition2025-09-302025-11-25 VNQ VANGUARD REAL ESTATE ETF1.2K sharesnew addition2025-09-302025-11-25 XCEM COLUMBIA EM CORE EX-CHINA ETF2.8K sharesnew addition2025-09-302025-11-25 SHOP SHOPIFY INC FCLASS CLASS A720 sharesnew addition2025-09-302025-11-25 ETY EATON VANCE TAX MGD DVF6.7K sharesnew addition2025-09-302025-11-25 CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF1.3K sharesnew addition2025-09-302025-11-25 IWP ISHARES RUSSELL MID CAP GROWTH ETF731 sharesnew addition2025-09-302025-11-25 CSCO CISCO SYS INC1.2K sharesnew addition2025-09-302025-11-25 SCHV SCHWAB US LARGE CAP VALUE ETF3.3K sharesnew addition2025-09-302025-11-25 PEP PEPSICO INC639 sharesnew addition2025-09-302025-11-25 VDE VANGUARD ENERGY ETF700 sharesnew addition2025-09-302025-11-25 CSX CSX CORP2.5K sharesnew addition2025-09-302025-11-25 SCHW CHARLES SCHWAB CORP917 sharesnew addition2025-09-302025-11-25 SRL SCULLY RTY LTD F15.0K sharesnew addition2025-09-302025-11-25 IYH ISHARES US HEALTHCARE ETF1.3K sharesnew addition2025-09-302025-11-25 IEMG ISHARES CORE MSCI EMERGING ETF1.2K sharesnew addition2025-09-302025-11-25 NEE NEXTERA ENERGY INC936 sharesnew addition2025-09-302025-11-25 LRCX LAM RESH CORP518 sharesnew addition2025-09-302025-11-25 COF CAPITAL ONE FINL CORP373 sharesnew addition2025-09-302025-11-25 IJR ISHARES CORE S&P SMALL CAP ETF667 sharesnew addition2025-09-302025-11-25 TXN TEXAS INSTRS INC480 sharesnew addition2025-09-302025-11-25 QTUM DEFIANCE QUANTUM ETF701 sharesnew addition2025-09-302025-11-25 VUG VANGUARD GROWTH ETF153 sharesnew addition2025-09-302025-11-25 NFLX NETFLIX INC FORWARD SPLIT WITH STOCK SPLIT SHARES660 sharesnew addition2025-09-302025-11-25 BTC GRAYSCALE BITCOIN MINI TRUST ETF1.7K sharesnew addition2025-09-302025-11-25 OEF ISHARES S&P 100 ETF202 sharesnew addition2025-09-302025-11-25 RYAN RYAN SPECIALTY HOLDINGS CLASS A1.2K sharesnew addition2025-09-302025-11-25 ARCC ARES CAP CORP EQUITY CLASS EQUITY3.4K sharesnew addition2025-09-302025-11-25 GWW GRAINGER W W INC72 sharesnew addition2025-09-302025-11-25 PANW PALO ALTO NETWORKS INC314 sharesnew addition2025-09-302025-11-25 KRE ST SRT SPDR S&P RGNL BNKNG ETF1.0K sharesnew addition2025-09-302025-11-25 XLF SELECT STR FINANCIAL SELECT SPDR ETF1.2K sharesnew addition2025-09-302025-11-25 VEU VANGUARD FTSE ALL WORLD EX US ETF835 sharesnew addition2025-09-302025-11-25 IAT ISHARES US REGIONAL BANKS ETF1.2K sharesnew addition2025-09-302025-11-25 VB VANGUARD SMALL CAP ETF239 sharesnew addition2025-09-302025-11-25 LOW LOWES COS INC253 sharesnew addition2025-09-302025-11-25 MCD MCDONALDS CORP186 sharesnew addition2025-09-302025-11-25 SMR NUSCALE PWR CORP CLASS A2.6K sharesnew addition2025-09-302025-11-25 GEV GE VERNOVA INC94 sharesnew addition2025-09-302025-11-25 PRU PRUDENTIAL FINL INC514 sharesnew addition2025-09-302025-11-25 VEA VANGUARD FTSE DEVELOPED MARKETS ETF884 sharesnew addition2025-09-302025-11-25 CINF CINCINNATI FINL CORP324 sharesnew addition2025-09-302025-11-25 SBUX STARBUCKS CORP617 sharesnew addition2025-09-302025-11-25 CMG CHIPOTLE MEXICAN GRILL I1.7K sharesnew addition2025-09-302025-11-25 PMT PENNYMAC MTG INVT TR REIT4.2K sharesnew addition2025-09-302025-11-25 TER TERADYNE INC300 sharesnew addition2025-09-302025-11-25 DG DOLLAR TREE INC480 sharesnew addition2025-09-302025-11-25 VPU VANGUARD UTILITIES ETF261 sharesnew addition2025-09-302025-11-25 VTI VANGUARD TOTAL STOCK MARKET ETF153 sharesnew addition2025-09-302025-11-25 PSX PHILLIPS 66361 sharesnew addition2025-09-302025-11-25 OXY OCCIDENTAL PETE CORP1.2K sharesnew addition2025-09-302025-11-25 DJT TRUMP MEDIA & TECHNO4.6K sharesnew addition2025-09-302025-11-25 MO ALTRIA GROUP INC820 sharesnew addition2025-09-302025-11-25 SCHF SCHWAB INTERNATIONAL EQUITY ETF2.0K sharesnew addition2025-09-302025-11-25 SPGI S&P GLOBAL INC95 sharesnew addition2025-09-302025-11-25 TMO THERMO FISHER SCIENTIFIC79 sharesnew addition2025-09-302025-11-25 MNST MONSTER BEVERAGE CORP NE614 sharesnew addition2025-09-302025-11-25 IP INTERNTNL PAPER CO1.2K sharesnew addition2025-09-302025-11-25 VBR VANGUARD SMALL CAP VALUEETF211 sharesnew addition2025-09-302025-11-25 BAC BANK OF AMERICA CORP826 sharesnew addition2025-09-302025-11-25 HD HOME DEPOT INC118 sharesnew addition2025-09-302025-11-25 ABT ABBOTT LABS325 sharesnew addition2025-09-302025-11-25 PCG PG&E CORP2.6K sharesnew addition2025-09-302025-11-25 TT TRANE TECHNOLOGIES PLC F102 sharesnew addition2025-09-302025-11-25 ETJ EATON VANCE RISK MAN DIV4.8K sharesnew addition2025-09-302025-11-25 NKE NIKE INC CLASS CLASS B1.6K sharesnew addition2025-09-302025-11-25 SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF1.6K sharesnew addition2025-09-302025-11-25 PFE PFIZER INC1.6K sharesnew addition2025-09-302025-11-25 ISRG INTUITIVE SURGICAL INC74 sharesnew addition2025-09-302025-11-25 APH AMPHENOL CORP NEW CLASS A300 sharesnew addition2025-09-302025-11-25 LMT LOCKHEED MARTIN CORP85 sharesnew addition2025-09-302025-11-25 MPC MARATHON PETE CORP198 sharesnew addition2025-09-302025-11-25 IGM ISHARES EXPANDED TECH SECTOR ETF301 sharesnew addition2025-09-302025-11-25 SIXG DEFIANCE CONNECTIVE TECNLG ETF602 sharesnew addition2025-09-302025-11-25 ARKW ARK NEXT GENERATION INTERNET ETF247 sharesnew addition2025-09-302025-11-25 FANG DIAMONDBACK ENERGY INC254 sharesnew addition2025-09-302025-11-25 ARKQ ARK AUTONOMOUS TECH RBTCS ETF345 sharesnew addition2025-09-302025-11-25 VGT VANGUARD INFORMATION TECHNOLOGY ETF48 sharesnew addition2025-09-302025-11-25 CL COLGATE PALMOLIVE CO456 sharesnew addition2025-09-302025-11-25 DIAX NUVEEN DOW 30SM DYNAMIC2.4K sharesnew addition2025-09-302025-11-25 ANET ARISTA NETWORKS INC275 sharesnew addition2025-09-302025-11-25 SCHD SCHWAB US DIVIDEND EQUITY ETF1.3K sharesnew addition2025-09-302025-11-25 BMY BRISTOL MYERS SQUIBB CO742 sharesnew addition2025-09-302025-11-25 TLT ISHARES 20 PLS YEAR TREASURY BND ETF387 sharesnew addition2025-09-302025-11-25 ISHG ISHARES 1-3 YEAR INTL TRBND ETF450 sharesnew addition2025-09-302025-11-25 LYV LIVE NATION ENTMT INC250 sharesnew addition2025-09-302025-11-25 UBFO UNITED SEC BANCSHARES CA3.4K sharesnew addition2025-09-302025-11-25 SMLF ISHS US SMALLA CAP EQTY FACT ETF453 sharesnew addition2025-09-302025-11-25 CTVA CORTEVA INC501 sharesnew addition2025-09-302025-11-25 XLV SELECT SECTOR HEALTH CARE SPDR ETF211 sharesnew addition2025-09-302025-11-25 PAYX PAYCHEX INC290 sharesnew addition2025-09-302025-11-25 IWR ISHARES RUSSELL MID CAP ETF336 sharesnew addition2025-09-302025-11-25 F FORD MTR CO DEL2.4K sharesnew addition2025-09-302025-11-25 EPR EPR PPTYS REIT625 sharesnew addition2025-09-302025-11-25 CCI CROWN CASTLE INC REIT REIT346 sharesnew addition2025-09-302025-11-25 CB CHUBB LTD F105 sharesnew addition2025-09-302025-11-25 KO THE COCA-COLA CO436 sharesnew addition2025-09-302025-11-25 SNPS SYNOPSYS INC77 sharesnew addition2025-09-302025-11-25 URI UNITED RENTALS INC37 sharesnew addition2025-09-302025-11-25 WCN WASTE CONNECTIONS INC F179 sharesnew addition2025-09-302025-11-25 QYLD GLOBAL X FUND GLB X NSDQ100 CVD ETF1.7K sharesnew addition2025-09-302025-11-25 NOC NORTHROP GRUMMAN CORP53 sharesnew addition2025-09-302025-11-25 AVAV AEROVIRONMENT INC101 sharesnew addition2025-09-302025-11-25 COP CONOCOPHILLIPS318 sharesnew addition2025-09-302025-11-25 TJX TJX COS INC NEW194 sharesnew addition2025-09-302025-11-25 VSS VGRD FTSE ALL WRLD EX USSML CAP ETF200 sharesnew addition2025-09-302025-11-25 MMC MARSH & MCLENNAN COS INC150 sharesnew addition2025-09-302025-11-25 PKG PACKAGING CORP AMER140 sharesnew addition2025-09-302025-11-25 DUK DUKE ENERGY CORP NEW221 sharesnew addition2025-09-302025-11-25 MLM MARTIN MARIETTA MATLS IN46 sharesnew addition2025-09-302025-11-25 ADBE ADOBE INC81 sharesnew addition2025-09-302025-11-25 EXPE EXPEDIA GROUP INC100 sharesnew addition2025-09-302025-11-25 DUOL DUOLINGO INC CLASS A145 sharesnew addition2025-09-302025-11-25 LIN LINDE PLC F61 sharesnew addition2025-09-302025-11-25 SPOT SPOTIFY TECHNOLOGY S A F40 sharesnew addition2025-09-302025-11-25 VHT VANGUARD HEALTH CARE ETF90 sharesnew addition2025-09-302025-11-25 BKNG BOOKING HLDGS INC5 sharesnew addition2025-09-302025-11-25 ZTS ZOETIS INC CLASS A209 sharesnew addition2025-09-302025-11-25 LEN LENNAR CORP EXCHANGE OFFER EXP: 11/21/25213 sharesnew addition2025-09-302025-11-25 DNN DENISON MINES CORP F10.0K sharesnew addition2025-09-302025-11-25 GD GENERAL DYNAMICS CORP72 sharesnew addition2025-09-302025-11-25 MDLZ MONDELEZ INTL INC CLASS A438 sharesnew addition2025-09-302025-11-25 SDIV GLOBAL X SUPERDIVIDEND ETF1.0K sharesnew addition2025-09-302025-11-25 XLY SPDR FUND CONSUMER DISCRE SELECT ETF105 sharesnew addition2025-09-302025-11-25 CLOU GLOBAL X CLOUD COMPUTINGETF1.1K sharesnew addition2025-09-302025-11-25 STPZ PIMCO 1-5 YEAR US TIPS INDEX ETF452 sharesnew addition2025-09-302025-11-25 IWM ISHARES RUSSELL 2000 ETF102 sharesnew addition2025-09-302025-11-25 IDXX IDEXX LABS INC35 sharesnew addition2025-09-302025-11-25 RTX RTX CORP136 sharesnew addition2025-09-302025-11-25 EQIX EQUINIX INC REIT30 sharesnew addition2025-09-302025-11-25 DIA SPDR DOW JONES INDUSTRIAL AVRG ETF50 sharesnew addition2025-09-302025-11-25 DEERE & CO DEERE & CO49 sharesnew addition2025-09-302025-11-25 WMB WILLIAMS COS INC379 sharesnew addition2025-09-302025-11-25 FICO FAIR ISAAC CORP13 sharesnew addition2025-09-302025-11-25 IEO ISHARES US OIL GAS EXL PROD ETF242 sharesnew addition2025-09-302025-11-25 CARR CARRIER GLOBAL CORP419 sharesnew addition2025-09-302025-11-25 ACN ACCENTURE PLC IRELAND FCLASS A92 sharesnew addition2025-09-302025-11-25 NDAQ NASDAQ INC256 sharesnew addition2025-09-302025-11-25 AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS244 sharesnew addition2025-09-302025-11-25 IXC ISHARES GLOBAL ENERGY ETF500 sharesnew addition2025-09-302025-11-25 ETHA ISHARES ETHEREUM TRUST ETF IV900 sharesnew addition2025-09-302025-11-25 UNM UNUM GROUP278 sharesnew addition2025-09-302025-11-25 METC RAMACO RES INC CLASS A1.0K sharesnew addition2025-09-302025-11-25 GPIX GOLDMAN SACHS S P 500 PRM ETF400 sharesnew addition2025-09-302025-11-25 MSCI MSCI INC37 sharesnew addition2025-09-302025-11-25 MDYG ST STRET SPDR S&P 400 M C GR ETF228 sharesnew addition2025-09-302025-11-25 CMF ISHARES CALIFORNIA MUNI BOND ETF354 sharesnew addition2025-09-302025-11-25 TECB ISHARES US TECH BRKTHRGHMLTSCTR ETF327 sharesnew addition2025-09-302025-11-25 UMBF UMB FINL CORP186 sharesnew addition2025-09-302025-11-25 GLD SPDR GOLD SHARES ETF53 sharesnew addition2025-09-302025-11-25 SDHY PGIM SHORT DURATION HIGH1.2K sharesnew addition2025-09-302025-11-25 PAVE GLOBAL X US INFRA DVLPMNT ETF411 sharesnew addition2025-09-302025-11-25 MCO MOODYS CORP40 sharesnew addition2025-09-302025-11-25 UNP UNION PAC CORP86 sharesnew addition2025-09-302025-11-25 SCHA SCHWAB US SMALL CAP ETF696 sharesnew addition2025-09-302025-11-25 VALE VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.5K sharesnew addition2025-09-302025-11-25 TSCO TRACTOR SUPPLY CO336 sharesnew addition2025-09-302025-11-25 ECL ECOLAB INC70 sharesnew addition2025-09-302025-11-25 EFV ISHARES MSCI EAFE VALUE ETF256 sharesnew addition2025-09-302025-11-25 TLH ISHARES 10-20 YEAR TSURYBOND ETF172 sharesnew addition2025-09-302025-11-25 ECG EVERUS CONSTR GROUP INC192 sharesnew addition2025-09-302025-11-25 TYL TYLER TECHNOLOGIES INC37 sharesnew addition2025-09-302025-11-25 SCZ ISHARES MSCI EAFE SMALL CAP ETF220 sharesnew addition2025-09-302025-11-25 PKST PEAKSTONE REALTY CL E REIT1.2K sharesnew addition2025-09-302025-11-25 BURL BURLINGTON STORES INC59 sharesnew addition2025-09-302025-11-25 AME AMETEK INC NEW84 sharesnew addition2025-09-302025-11-25 WEC WEC ENERGY GROUP INC145 sharesnew addition2025-09-302025-11-25 MDU MDU RES GROUP INC768 sharesnew addition2025-09-302025-11-25 ADI ANALOG DEVICES INC68 sharesnew addition2025-09-302025-11-25 VXUS VANGUARD TOTAL INTERNATIONAL STK ETF210 sharesnew addition2025-09-302025-11-25 SBAC SBA COMMUNICATIONS CORP CLASS A80 sharesnew addition2025-09-302025-11-25 FTC FIRST TR LRG CP GRW ALPHADEX ETF100 sharesnew addition2025-09-302025-11-25 ELV ELEVANCE HEALTH INC46 sharesnew addition2025-09-302025-11-25 CRWV COREWEAVE INC CLASS CLASS A200 sharesnew addition2025-09-302025-11-25 GS GOLDMAN SACHS GROUP INC19 sharesnew addition2025-09-302025-11-25 RBA RB GLOBAL INC F147 sharesnew addition2025-09-302025-11-25 LPLA LPL FINL HLDGS INC40 sharesnew addition2025-09-302025-11-25 MAR MARRIOTT INTL INC NEW CLASS A50 sharesnew addition2025-09-302025-11-25 FTHI FIRST TRUST BUYWRITE INCOME ETF600 sharesnew addition2025-09-302025-11-25 KNSL KINSALE CAP GROUP INC36 sharesnew addition2025-09-302025-11-25 ITB ISHARES US HOME CONSTRUCT ETF146 sharesnew addition2025-09-302025-11-25 PGZ PRINCIPAL REAL ESTATE IN1.3K sharesnew addition2025-09-302025-11-25 CRM SALESFORCE INC57 sharesnew addition2025-09-302025-11-25 BIV VANGUARD INTERMEDIATE TERM BOND ETF175 sharesnew addition2025-09-302025-11-25 CME CME GROUP INC CLASS A48 sharesnew addition2025-09-302025-11-25 NRG NRG ENERGY INC81 sharesnew addition2025-09-302025-11-25 PG PROCTER & GAMBLE CO92 sharesnew addition2025-09-302025-11-25 POOL POOL CORP55 sharesnew addition2025-09-302025-11-25 KEYS KEYSIGHT TECHNOLOGIES IN75 sharesnew addition2025-09-302025-11-25 QQA INVESCO QQQ INC ADV ETF250 sharesnew addition2025-09-302025-11-25 KNF KNIFE RIV CORP192 sharesnew addition2025-09-302025-11-25 WMT WALMART INC128 sharesnew addition2025-09-302025-11-25 SONY SONY GROUP CORP FTRADES WITH DUE BILLS448 sharesnew addition2025-09-302025-11-25 FDX FEDEX CORP48 sharesnew addition2025-09-302025-11-25 ODFL OLD DOMINION FREIGHT LIN97 sharesnew addition2025-09-302025-11-25 FCX FREEPORT-MCMORAN INC319 sharesnew addition2025-09-302025-11-25 SUN SUNOCO LP LP235 sharesnew addition2025-09-302025-11-25 JCI JOHNSON CONTROLS INT F107 sharesnew addition2025-09-302025-11-25 PYPL PAYPAL HLDGS INC200 sharesnew addition2025-09-302025-11-25 GILD GILEAD SCIENCES INC100 sharesnew addition2025-09-302025-11-25 AGNC AGNC INVT CORP REIT1.2K sharesnew addition2025-09-302025-11-25 FE FIRSTENERGY CORP268 sharesnew addition2025-09-302025-11-25 TMC TMC THE METALS CO INC F2.5K sharesnew addition2025-09-302025-11-25 VZ VERIZON COMMUNICATIONS I295 sharesnew addition2025-09-302025-11-25 MCHP MICROCHIP TECHNOLOGY INC230 sharesnew addition2025-09-302025-11-25 ICE INTERCONTINENTAL EXCHANG80 sharesnew addition2025-09-302025-11-25 BKR BAKER HUGHES CO. A CLASS CLASS A246 sharesnew addition2025-09-302025-11-25 HYBB ISHARES BB RATED CORPORATE BOND ETF256 sharesnew addition2025-09-302025-11-25 MCK MCKESSON CORP14 sharesnew addition2025-09-302025-11-25 AR ANTERO MIDSTREAM CORP652 sharesnew addition2025-09-302025-11-25 FOX FOX CORP CLASS B201 sharesnew addition2025-09-302025-11-25 TRU TRANSUNION145 sharesnew addition2025-09-302025-11-25 TRV TRAVELERS COS INC40 sharesnew addition2025-09-302025-11-25 MP MP MATLS CORP CLASS A200 sharesnew addition2025-09-302025-11-25 MDT MEDTRONIC PLC F118 sharesnew addition2025-09-302025-11-25 LHX L3HARRIS TECHNOLOGIES IN39 sharesnew addition2025-09-302025-11-25 DD DUPONT DE NEMOURS INC286 sharesnew addition2025-09-302025-11-25 CHRW C H ROBINSON WORLDWIDE I73 sharesnew addition2025-09-302025-11-25 AKRE FOCUS ETF AKRE FOCUS ETF175 sharesnew addition2025-09-302025-11-25 CI THE CIGNA GROUP40 sharesnew addition2025-09-302025-11-25 UBER UBER TECHNOLOGIES INC120 sharesnew addition2025-09-302025-11-25 PNC PNC FINL SERVICES59 sharesnew addition2025-09-302025-11-25 SOXQ INVESCO PHLX SEMICONDUCTOR ETF200 sharesnew addition2025-09-302025-11-25 MBB ISHARES MBS ETF111 sharesnew addition2025-09-302025-11-25 SCHX SCHWAB US LARGE CAP ETF398 sharesnew addition2025-09-302025-11-25 PFG PRINCIPAL FINL GROUP INC128 sharesnew addition2025-09-302025-11-25 KHC KRAFT HEINZ CO423 sharesnew addition2025-09-302025-11-25 BA BOEING CO54 sharesnew addition2025-09-302025-11-25 BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS100 sharesnew addition2025-09-302025-11-25 HLT HILTON WORLDWIDE HLDGS I38 sharesnew addition2025-09-302025-11-25 SHEL SHELL PLC FTENDER OFFER EXP:134 sharesnew addition2025-09-302025-11-25 KOMP ST SRT SPDR S&P KNSH NW ECM C ETF IV170 sharesnew addition2025-09-302025-11-25 KMX CARMAX INC300 sharesnew addition2025-09-302025-11-25 DGX QUEST DIAGNOSTICS INC53 sharesnew addition2025-09-302025-11-25 TTWO TAKE-TWO INTERACTIVE SOF42 sharesnew addition2025-09-302025-11-25 EMO CLEARBRIDGE ENRGY MDSTRA222 sharesnew addition2025-09-302025-11-25 PODD INSULET CORP29 sharesnew addition2025-09-302025-11-25 ARR ARMOUR RESIDENTIAL REIT577 sharesnew addition2025-09-302025-11-25 VEEV VEEVA SYS INC CLASS CLASS A33 sharesnew addition2025-09-302025-11-25 EFA ISHARES MSCI EAFE ETF100 sharesnew addition2025-09-302025-11-25 DIS DISNEY WALT CO89 sharesnew addition2025-09-302025-11-25 NOW SERVICENOW INC11 sharesnew addition2025-09-302025-11-25 HAS HASBRO INC119 sharesnew addition2025-09-302025-11-25 IQV IQVIA HLDGS INC41 sharesnew addition2025-09-302025-11-25 TMUS T-MOBILE US INC41 sharesnew addition2025-09-302025-11-25 BSV VANGUARD SHORT-TERM BONDETF113 sharesnew addition2025-09-302025-11-25 DGRO ISHARES CORE DIVIDEND GROWTH ETF125 sharesnew addition2025-09-302025-11-25 HXL HEXCEL CORP NEW120 sharesnew addition2025-09-302025-11-25 RNP COHEN STEERS REIT PREFER400 sharesnew addition2025-09-302025-11-25 IWO ISHARES RUSSELL 2000 GROWTH ETF26 sharesnew addition2025-09-302025-11-25 SPYV ST STRT SPDR PRTFL S&P 500 VL ETF IV144 sharesnew addition2025-09-302025-11-25 NXE NEXGEN ENERGY LTD F1.0K sharesnew addition2025-09-302025-11-25 OGIG ALPS O SHARES GLBL INRNTGNTS ETF150 sharesnew addition2025-09-302025-11-25 APO APOLLO GLOBAL MGMT INC N63 sharesnew addition2025-09-302025-11-25 IXN ISHARES GLOBAL TECH ETF75 sharesnew addition2025-09-302025-11-25 YUM YUM BRANDS INC51 sharesnew addition2025-09-302025-11-25 PTC PTC INC43 sharesnew addition2025-09-302025-11-25 CVS CVS HEALTH CORP95 sharesnew addition2025-09-302025-11-25 PDBC INVSC ACTVLY MNG OPTM YDDVRS ETF550 sharesnew addition2025-09-302025-11-25 ORLY O REILLY AUTOMOTIVE INC75 sharesnew addition2025-09-302025-11-25 NIO NIO INC F1.2K sharesnew addition2025-09-302025-11-25 SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS141 sharesnew addition2025-09-302025-11-25 GOVT ISHARES US TREASURY BONDETF316 sharesnew addition2025-09-302025-11-25 ALB ALBEMARLE CORP58 sharesnew addition2025-09-302025-11-25 CEG CONSTELLATION ENERGY COR21 sharesnew addition2025-09-302025-11-25 ESTC ELASTIC N V F78 sharesnew addition2025-09-302025-11-25 MET METLIFE INC92 sharesnew addition2025-09-302025-11-25 IWS ISHARES RUSSELL MID CAP VALUE ETF51 sharesnew addition2025-09-302025-11-25 GLPI GAMING & LEISURE PPTYS IREIT154 sharesnew addition2025-09-302025-11-25 IWN ISHARES RUSSELL 2000 VALUE ETF39 sharesnew addition2025-09-302025-11-25 PHM PULTEGROUP INC58 sharesnew addition2025-09-302025-11-25 AES AES CORP475 sharesnew addition2025-09-302025-11-25 PH PARKER-HANNIFIN CORP8 sharesnew addition2025-09-302025-11-25 FBIN FORTUNE BRANDS INNOVATIO142 sharesnew addition2025-09-302025-11-25 WM WASTE MGMT INC DEL31 sharesnew addition2025-09-302025-11-25 REGN REGENERON PHARMACEUTICAL9 sharesnew addition2025-09-302025-11-25 EXC EXELON CORP135 sharesnew addition2025-09-302025-11-25 MUFG MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD SHS404 sharesnew addition2025-09-302025-11-25 JMEE JPMORGAN SMALL MID CP ENH EQT ETF100 sharesnew addition2025-09-302025-11-25 ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS6 sharesnew addition2025-09-302025-11-25 EMB ISHARES JPMORGAN USD MTSBOND ETF63 sharesnew addition2025-09-302025-11-25 GEHC GE HEALTHCARE TECHNOLOGI84 sharesnew addition2025-09-302025-11-25 VLO VALERO ENERGY CORP NEW32 sharesnew addition2025-09-302025-11-25 ING ING GROEP N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS228 sharesnew addition2025-09-302025-11-25 CCJ CAMECO CORP F69 sharesnew addition2025-09-302025-11-25 NXPI NXP SEMICONDUCTORS N V F30 sharesnew addition2025-09-302025-11-25 D DOMINION ENERGY INC94 sharesnew addition2025-09-302025-11-25 UPST UPSTART HLDGS INC150 sharesnew addition2025-09-302025-11-25 ALC ALCON INC F72 sharesnew addition2025-09-302025-11-25 BBUC BROOKFIELD CORP FCLASS A124 sharesnew addition2025-09-302025-11-25 CFG CITIZENS FINL GROUP INC105 sharesnew addition2025-09-302025-11-25 MORN MORNINGSTAR INC25 sharesnew addition2025-09-302025-11-25 IR INGERSOLL RAND INC68 sharesnew addition2025-09-302025-11-25 GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS105 sharesnew addition2025-09-302025-11-25 ABR ARBOR RLTY TR INC REIT581 sharesnew addition2025-09-302025-11-25 ZBH ZIMMER BIOMET HLDGS INC54 sharesnew addition2025-09-302025-11-25 ARKX ARK SPACE EXPLORATION INNVAT ETF175 sharesnew addition2025-09-302025-11-25 SERV SERVE ROBOTICS INC500 sharesnew addition2025-09-302025-11-25 WST WEST PHARMACEUTICAL SVCS17 sharesnew addition2025-09-302025-11-25 DXYZ DESTINY TECH 100 INC200 sharesnew addition2025-09-302025-11-25 SCHH CHARLES SCHWAB US REIT ETF211 sharesnew addition2025-09-302025-11-25 SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS17 sharesnew addition2025-09-302025-11-25 HUM HUMANA INC17 sharesnew addition2025-09-302025-11-25 IREN IREN LTD F81 sharesnew addition2025-09-302025-11-25 TCAF T ROWE PRICE CPTL APRCTNEQT ETF100 sharesnew addition2025-09-302025-11-25 E ENI S P A F100 sharesnew addition2025-09-302025-11-25 SCHP SCHWAB US TIPS ETF140 sharesnew addition2025-09-302025-11-25 KBWB INVSC KBW BANK ETF48 sharesnew addition2025-09-302025-11-25 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF75 sharesnew addition2025-09-302025-11-25 HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS50 sharesnew addition2025-09-302025-11-25 CCEP COCA-COLA EUROPACIFIC F39 sharesnew addition2025-09-302025-11-25 NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS26 sharesnew addition2025-09-302025-11-25 UUUU ENERGY FUELS INC F221 sharesnew addition2025-09-302025-11-25 TRFK PACER DATA AND DIGITAL RVLTN ETF50 sharesnew addition2025-09-302025-11-25 BKKT BAKKT HLDGS INC CLASS A193 sharesnew addition2025-09-302025-11-25 ARKG ARK GENOMIC REVOLUTION ETF120 sharesnew addition2025-09-302025-11-25 SIEGY SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS24 sharesnew addition2025-09-302025-11-25 CNC CENTENE CORP DEL79 sharesnew addition2025-09-302025-11-25 DX DYNEX CAP INC REIT220 sharesnew addition2025-09-302025-11-25 RIVN RIVIAN AUTOMOTIVE INC CLASS A198 sharesnew addition2025-09-302025-11-25 ADSK AUTODESK INC10 sharesnew addition2025-09-302025-11-25 DRIV GLOBAL X AUTONOM ELECTRIC VEHICL ETF101 sharesnew addition2025-09-302025-11-25 DXCM DEXCOM INC50 sharesnew addition2025-09-302025-11-25 LIT GLOBAL X LITHIUM BATTERYTECH ETF45 sharesnew addition2025-09-302025-11-25 ETN EATON CORP PLC F8 sharesnew addition2025-09-302025-11-25 BLSH BULLISH F75 sharesnew addition2025-09-302025-11-25 PTY PIMCO CORPORATE OPPORTUN209 sharesnew addition2025-09-302025-11-25 BAX BAXTER INTL INC149 sharesnew addition2025-09-302025-11-25 XYL XYLEM INC19 sharesnew addition2025-09-302025-11-25 EMN EASTMAN CHEM CO45 sharesnew addition2025-09-302025-11-25 BX BLACKSTONE INC19 sharesnew addition2025-09-302025-11-25 FLOT ISHARES FLOATING RATE BOND ETF52 sharesnew addition2025-09-302025-11-25 CCL CARNIVAL CORP F100 sharesnew addition2025-09-302025-11-25 HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS263 sharesnew addition2025-09-302025-11-25 DDAIF MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS150 sharesnew addition2025-09-302025-11-25 CIFR CIPHER MNG INC177 sharesnew addition2025-09-302025-11-25 LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS16 sharesnew addition2025-09-302025-11-25 TTE TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS35 sharesnew addition2025-09-302025-11-25 IFNNY INFINEON TECHNOLOGIES FSPONSORED ADR 1 ADR REPS 1 ORD SHS57 sharesnew addition2025-09-302025-11-25 VERI VERITONE INC500 sharesnew addition2025-09-302025-11-25 DHR DANAHER CORP10 sharesnew addition2025-09-302025-11-25 RPM RPM INTL INC21 sharesnew addition2025-09-302025-11-25 RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS54 sharesnew addition2025-09-302025-11-25 HOOD ROBINHOOD MKTS INC CLASS CLASS A18 sharesnew addition2025-09-302025-11-25 MELI MERCADOLIBRE INC1 sharesnew addition2025-09-302025-11-25 NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS300 sharesnew addition2025-09-302025-11-25 UL UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS34 sharesnew addition2025-09-302025-11-25 HON HONEYWELL INTL INC10 sharesnew addition2025-09-302025-11-25 JIG JPMORGAN INTERNATIONAL GROWTH ETF26 sharesnew addition2025-09-302025-11-25 QS QUANTUMSCAPE CORP CLASS A145 sharesnew addition2025-09-302025-11-25 NCLH NORWEGIAN CRUISE LINE F100 sharesnew addition2025-09-302025-11-25 NGG NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS23 sharesnew addition2025-09-302025-11-25 OSK OSHKOSH CORP14 sharesnew addition2025-09-302025-11-25 DASTY DASSAULT SYS S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS60 sharesnew addition2025-09-302025-11-25 BMNR BITMINE IMMERSION TECNOL50 sharesnew addition2025-09-302025-11-25 GRAB GRAB HLDGS LTD FCLASS A294 sharesnew addition2025-09-302025-11-25 XLG INVSC S P 500 TOP 50 ETF26 sharesnew addition2025-09-302025-11-25 ELS EQUITY LIFESTYLE PPTYS IREIT24 sharesnew addition2025-09-302025-11-25 BRRR COINSHARES BITCOIN MINING ETF36 sharesnew addition2025-09-302025-11-25 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available