The Analysis of Klingman & Associates, LLC's Holdings
Currently, Klingman & Associates, LLC holds 319 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in VTIP (+160.8K shares, valued at $8.1M), IEFA (+93.0K shares, valued at $8.1M), IBDX (+161.1K shares, valued at $4.1M); decreased their positions in DDOG (-23.7K shares, valued at $3.4M), SPYG (-31.1K shares, valued at $3.2M), IVV (-4.1K shares, valued at $2.8M); initiated new positions in PSX (+7.1K shares, valued at $966.6K), JFLX (+18.2K shares, valued at $916.2K), VDE (+4.7K shares, valued at $592.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR507.6K shares-0.81%2025-09-302025-10-27
IJH ISHARES TR1.4M shares3.36%2025-09-302025-10-27 VTIP VANGUARD MALVERN FDS1.8M shares9.94%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR117.9K shares-0.26%2025-09-302025-10-27 IEFA ISHARES TR838.6K shares12.48%2025-09-302025-10-27 SPYG SPDR SERIES TRUST685.0K shares-4.34%2025-09-302025-10-27 AAPL APPLE INC272.1K shares4.78%2025-09-302025-10-27 SPYV SPDR SERIES TRUST1.2M shares-0.16%2025-09-302025-10-27 IJR ISHARES TR551.6K shares3.19%2025-09-302025-10-27 VEA VANGUARD TAX-MANAGED FDS1.1M shares6.55%2025-09-302025-10-27 VWO VANGUARD INTL EQUITY INDEX F981.0K shares-0.32%2025-09-302025-10-27 USMV ISHARES TR370.6K shares-1.09%2025-09-302025-10-27 IBDU ISHARES TR1.4M shares5.59%2025-09-302025-10-27 IBDV ISHARES TR1.4M shares7.25%2025-09-302025-10-27 RWL INVESCO EXCH TRADED FD TR II285.5K shares0.27%2025-09-302025-10-27 MDYV SPDR SERIES TRUST371.0K shares-0.36%2025-09-302025-10-27 PRF INVESCO EXCHANGE TRADED FD T681.5K shares-0.70%2025-09-302025-10-27 IEMG ISHARES INC458.7K shares5.10%2025-09-302025-10-27 IBDW ISHARES TR1.4M shares8.27%2025-09-302025-10-27 MDYG SPDR SERIES TRUST325.8K shares-0.55%2025-09-302025-10-27 IBDT ISHARES TR1.2M shares4.30%2025-09-302025-10-27 SDY SPDR SERIES TRUST193.9K shares-0.71%2025-09-302025-10-27 SLYV SPDR SERIES TRUST282.4K shares-0.70%2025-09-302025-10-27 MDY SPDR S&P MIDCAP 400 ETF TR41.9K shares-1.06%2025-09-302025-10-27 IBDS ISHARES TR988.1K shares-0.33%2025-09-302025-10-27 CFG CITIZENS FINL GROUP INC447.1K shares0.01%2025-09-302025-10-27 IBDR ISHARES TR802.9K shares-1.90%2025-09-302025-10-27 SLYG SPDR SERIES TRUST204.5K shares-0.18%2025-09-302025-10-27 MSFT MICROSOFT CORP35.5K shares4.38%2025-09-302025-10-27 IBDX ISHARES TR675.2K shares31.34%2025-09-302025-10-27 DDOG DATADOG INC116.3K shares-16.91%2025-09-302025-10-27 VTI VANGUARD INDEX FDS46.1K shares-0.34%2025-09-302025-10-27 AMZN AMAZON COM INC57.0K shares11.40%2025-09-302025-10-27 NYF ISHARES TR233.2K shares4.87%2025-09-302025-10-27 SCZ ISHARES TR159.6K shares-1.92%2025-09-302025-10-27 NVDA NVIDIA CORPORATION61.3K shares14.80%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.28.6K shares38.42%2025-09-302025-10-27 IWB ISHARES TR22.1K shares0.00%2025-09-302025-10-27 IWM ISHARES TR32.0K shares-0.18%2025-09-302025-10-27 GOOG ALPHABET INC30.5K shares14.25%2025-09-302025-10-27 JLL JONES LANG LASALLE INC23.5K shares-21.70%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INC DEL13.6K shares26.45%2025-09-302025-10-27 VOO VANGUARD INDEX FDS11.1K shares0.19%2025-09-302025-10-27 TDTT FLEXSHARES TR273.0K shares-3.97%2025-09-302025-10-27 GOOGL ALPHABET INC25.8K shares11.63%2025-09-302025-10-27 VNQ VANGUARD INDEX FDS55.4K shares1.93%2025-09-302025-10-27 META META PLATFORMS INC6.5K shares10.69%2025-09-302025-10-27 DVY ISHARES TR32.3K shares-1.22%2025-09-302025-10-27 XOM EXXON MOBIL CORP38.9K shares6.46%2025-09-302025-10-27 MA MASTERCARD INCORPORATED7.6K shares0.85%2025-09-302025-10-27 AVGO BROADCOM INC12.6K shares11.50%2025-09-302025-10-27 SPLV INVESCO EXCH TRADED FD TR II55.9K shares-2.29%2025-09-302025-10-27 ORCL ORACLE CORP14.5K shares2.18%2025-09-302025-10-27 SOXX ISHARES TR14.0K shares-1.52%2025-09-302025-10-27 VEU VANGUARD INTL EQUITY INDEX F51.7K shares1.12%2025-09-302025-10-27 DFAT DIMENSIONAL ETF TRUST61.6K shares-0.96%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON17.6K shares-3.60%2025-09-302025-10-27 TSLA TESLA INC7.2K shares11.46%2025-09-302025-10-27 V VISA INC9.1K shares3.03%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW3.3K shares3.10%2025-09-302025-10-27 ABBV ABBVIE INC12.7K shares-2.57%2025-09-302025-10-27 EFA ISHARES TR30.3K shares-1.62%2025-09-302025-10-27 GE GE AEROSPACE9.3K shares1.30%2025-09-302025-10-27 VB VANGUARD INDEX FDS10.7K shares0.00%2025-09-302025-10-27 HD HOME DEPOT INC6.6K shares-2.82%2025-09-302025-10-27 BX BLACKSTONE INC15.1K shares0.45%2025-09-302025-10-27 RSP INVESCO EXCHANGE TRADED FD T13.6K shares-4.02%2025-09-302025-10-27 PG PROCTER AND GAMBLE CO16.6K shares20.55%2025-09-302025-10-27 HDV ISHARES TR20.7K shares0.03%2025-09-302025-10-27 IXUS ISHARES TR29.9K shares4.05%2025-09-302025-10-27 CROX CROCS INC29.4K shares1.14%2025-09-302025-10-27 JPST J P MORGAN EXCHANGE TRADED F47.8K shares-11.32%2025-09-302025-10-27 DE DEERE & CO5.2K shares164.79%2025-09-302025-10-27 LAMR LAMAR ADVERTISING CO NEW19.0K shares18.93%2025-09-302025-10-27 IWN ISHARES TR12.9K shares0.00%2025-09-302025-10-27 OEF ISHARES TR6.9K shares0.00%2025-09-302025-10-27 TJX TJX COS INC NEW14.8K shares-0.10%2025-09-302025-10-27 RJF RAYMOND JAMES FINL INC12.2K shares-0.12%2025-09-302025-10-27 WMT WALMART INC20.4K shares99.17%2025-09-302025-10-27 AMAT APPLIED MATLS INC10.3K shares-44.85%2025-09-302025-10-27 ADP AUTOMATIC DATA PROCESSING IN7.1K shares-0.14%2025-09-302025-10-27 NEAR ISHARES U S ETF TR40.4K shares0.00%2025-09-302025-10-27 MINT PIMCO ETF TR20.5K shares0.00%2025-09-302025-10-27 EFAV ISHARES TR23.1K shares-2.07%2025-09-302025-10-27 NFLX NETFLIX INC1.6K shares8.34%2025-09-302025-10-27 C CITIGROUP INC19.0K shares4.05%2025-09-302025-10-27 PJT PJT PARTNERS INC10.6K shares0.09%2025-09-302025-10-27 VUG VANGUARD INDEX FDS3.8K shares18.91%2025-09-302025-10-27 LLY ELI LILLY & CO2.4K shares6.50%2025-09-302025-10-27 JMST J P MORGAN EXCHANGE TRADED F34.4K shares38.36%2025-09-302025-10-27 ITOT ISHARES TR11.6K shares-14.43%2025-09-302025-10-27 QQQ INVESCO QQQ TR2.8K shares-0.14%2025-09-302025-10-27 ABT ABBOTT LABS12.3K shares-1.65%2025-09-302025-10-27 IVOO VANGUARD ADMIRAL FDS INC14.8K shares0.00%2025-09-302025-10-27 RWK INVESCO EXCH TRADED FD TR II13.0K shares0.00%2025-09-302025-10-27 MCD MCDONALDS CORP5.3K shares-3.13%2025-09-302025-10-27 CPNG COUPANG INC49.0K shares-3.93%2025-09-302025-10-27 VIG VANGUARD SPECIALIZED FUNDS6.8K shares-0.40%2025-09-302025-10-27 GEV GE VERNOVA INC2.3K shares3.17%2025-09-302025-10-27 COMP COMPASS INC172.3K shares0.00%2025-09-302025-10-27 RWJ INVESCO EXCH TRADED FD TR II28.3K shares-1.05%2025-09-302025-10-27 IWR ISHARES TR13.9K shares0.00%2025-09-302025-10-27 SCHF SCHWAB STRATEGIC TR57.1K shares-2.71%2025-09-302025-10-27 IBM INTERNATIONAL BUSINESS MACHS4.6K shares-8.20%2025-09-302025-10-27 VYM VANGUARD WHITEHALL FDS9.3K shares0.00%2025-09-302025-10-27 NEE NEXTERA ENERGY INC17.2K shares-5.13%2025-09-302025-10-27 KO COCA COLA CO19.5K shares32.75%2025-09-302025-10-27 ORLY OREILLY AUTOMOTIVE INC11.8K shares-1.47%2025-09-302025-10-27 CAT CATERPILLAR INC2.7K shares1.45%2025-09-302025-10-27 DFIP DIMENSIONAL ETF TRUST29.4K shares-6.64%2025-09-302025-10-27 VIOO VANGUARD ADMIRAL FDS INC10.9K shares0.00%2025-09-302025-10-27 BLK BLACKROCK INC1.0K shares-5.12%2025-09-302025-10-27 UBSI UNITED BANKSHARES INC WEST V30.6K shares0.18%2025-09-302025-10-27 AXP AMERICAN EXPRESS CO3.4K shares98.09%2025-09-302025-10-27 VTV VANGUARD INDEX FDS6.1K shares3.15%2025-09-302025-10-27 EEM ISHARES TR20.5K shares0.00%2025-09-302025-10-27 HUBB HUBBELL INC2.5K shares0.48%2025-09-302025-10-27 PM PHILIP MORRIS INTL INC6.6K shares0.14%2025-09-302025-10-27 GS GOLDMAN SACHS GROUP INC1.3K shares53.01%2025-09-302025-10-27 MS MORGAN STANLEY6.5K shares54.04%2025-09-302025-10-27 IWF ISHARES TR2.2K shares-21.32%2025-09-302025-10-27 CVX CHEVRON CORP NEW6.5K shares8.09%2025-09-302025-10-27 CSCO CISCO SYS INC14.3K shares3.96%2025-09-302025-10-27 PSX PHILLIPS 667.1K sharesnew addition2025-09-302025-10-27 JFLX J P MORGAN EXCHANGE TRADED F18.2K sharesnew addition2025-09-302025-10-27 BAC BANK AMERICA CORP17.6K shares62.94%2025-09-302025-10-27 CRM SALESFORCE INC3.8K shares13.42%2025-09-302025-10-27 TMO THERMO FISHER SCIENTIFIC INC1.8K shares11.05%2025-09-302025-10-27 LMT LOCKHEED MARTIN CORP1.8K shares-2.18%2025-09-302025-10-27 PDN INVESCO EXCH TRADED FD TR II21.3K shares-10.03%2025-09-302025-10-27 WFC WELLS FARGO CO NEW10.4K shares178.98%2025-09-302025-10-27 RTX RTX CORPORATION5.2K shares-0.02%2025-09-302025-10-27 SCHX SCHWAB STRATEGIC TR32.6K shares0.00%2025-09-302025-10-27 MRK MERCK & CO INC10.2K shares4.17%2025-09-302025-10-27 TXN TEXAS INSTRS INC4.6K shares-3.11%2025-09-302025-10-27 DFUS DIMENSIONAL ETF TRUST11.7K shares0.00%2025-09-302025-10-27 LOW LOWES COS INC3.3K shares12.49%2025-09-302025-10-27 ROST ROSS STORES INC5.4K shares1.48%2025-09-302025-10-27 AVUV AMERICAN CENTY ETF TR8.3K shares0.34%2025-09-302025-10-27 VBR VANGUARD INDEX FDS3.9K shares10.34%2025-09-302025-10-27 DIS DISNEY WALT CO7.0K shares5.26%2025-09-302025-10-27 PLTR PALANTIR TECHNOLOGIES INC4.3K shares22.37%2025-09-302025-10-27 SCHW SCHWAB CHARLES CORP8.2K shares-3.94%2025-09-302025-10-27 VXUS VANGUARD STAR FDS10.5K shares16.11%2025-09-302025-10-27 TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares-4.39%2025-09-302025-10-27 XLK SELECT SECTOR SPDR TR2.7K shares0.00%2025-09-302025-10-27 INTC INTEL CORP22.5K shares-12.51%2025-09-302025-10-27 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-27 BKNG BOOKING HOLDINGS INC137 shares9.60%2025-09-302025-10-27 MO ALTRIA GROUP INC11.2K shares24.27%2025-09-302025-10-27 EMR EMERSON ELEC CO5.6K shares17.89%2025-09-302025-10-27 LIN LINDE PLC1.5K shares-4.36%2025-09-302025-10-27 PGR PROGRESSIVE CORP2.9K shares-8.83%2025-09-302025-10-27 CSX CSX CORP19.5K shares0.67%2025-09-302025-10-27 HSY HERSHEY CO3.7K shares0.55%2025-09-302025-10-27 PFE PFIZER INC26.7K shares29.14%2025-09-302025-10-27 SYK STRYKER CORPORATION1.8K shares0.68%2025-09-302025-10-27 DGRW WISDOMTREE TR7.4K shares0.00%2025-09-302025-10-27 GLD SPDR GOLD TR1.8K shares1.17%2025-09-302025-10-27 AOA ISHARES TR7.3K shares0.00%2025-09-302025-10-27 URI UNITED RENTALS INC668 shares2.14%2025-09-302025-10-27 GLW CORNING INC7.7K shares0.01%2025-09-302025-10-27 TFC TRUIST FINL CORP13.6K shares0.61%2025-09-302025-10-27 LHX L3HARRIS TECHNOLOGIES INC2.0K shares1.01%2025-09-302025-10-27 FFIV F5 INC1.9K shares5.60%2025-09-302025-10-27 HON HONEYWELL INTL INC2.9K shares0.17%2025-09-302025-10-27 ED CONSOLIDATED EDISON INC6.0K shares46.24%2025-09-302025-10-27 VSS VANGUARD INTL EQUITY INDEX F4.3K shares-8.53%2025-09-302025-10-27 UNH UNITEDHEALTH GROUP INC1.7K shares49.01%2025-09-302025-10-27 VDE VANGUARD WORLD FD4.7K sharesnew addition2025-09-302025-10-27 FRA BLACKROCK FLOATING RATE INCO45.0K shares2.85%2025-09-302025-10-27 VRP INVESCO EXCH TRADED FD TR II23.2K shares-4.47%2025-09-302025-10-27 T AT&T INC19.9K shares4.29%2025-09-302025-10-27 VBK VANGUARD INDEX FDS1.9K shares77.66%2025-09-302025-10-27 SCHG SCHWAB STRATEGIC TR17.3K shares-2.62%2025-09-302025-10-27 AMD ADVANCED MICRO DEVICES INC3.4K shares28.33%2025-09-302025-10-27 IBMR ISHARES TR21.4K shares-3.58%2025-09-302025-10-27 VGSH VANGUARD SCOTTSDALE FDS9.3K shares0.00%2025-09-302025-10-27 PEP PEPSICO INC3.9K shares0.08%2025-09-302025-10-27 NSC NORFOLK SOUTHN CORP1.8K shares-0.71%2025-09-302025-10-27 AMGN AMGEN INC1.9K shares3.88%2025-09-302025-10-27 POST POST HLDGS INC5.0K sharesnew addition2025-09-302025-10-27 IDEV ISHARES TR6.7K shares0.00%2025-09-302025-10-27 IWD ISHARES TR2.6K shares0.46%2025-09-302025-10-27 ITW ILLINOIS TOOL WKS INC2.0K shares135.16%2025-09-302025-10-27 ISRG INTUITIVE SURGICAL INC1.2K shares5.31%2025-09-302025-10-27 NVS NOVARTIS AG4.0K shares21.50%2025-09-302025-10-27 ASML ASML HOLDING N V520 shares25.30%2025-09-302025-10-27 ECL ECOLAB INC1.8K shares17.08%2025-09-302025-10-27 NOW SERVICENOW INC530 shares-0.56%2025-09-302025-10-27 J JACOBS SOLUTIONS INC3.2K shares9.34%2025-09-302025-10-27 DHR DANAHER CORPORATION2.4K shares-1.85%2025-09-302025-10-27 ACN ACCENTURE PLC IRELAND2.0K shares-22.03%2025-09-302025-10-27 SPOT SPOTIFY TECHNOLOGY S A682 shares19.44%2025-09-302025-10-27 UBER UBER TECHNOLOGIES INC4.9K shares8.73%2025-09-302025-10-27 SE SEA LTD2.7K shares1.68%2025-09-302025-10-27 CMI CUMMINS INC1.1K shares1.54%2025-09-302025-10-27 IAU ISHARES GOLD TR6.5K shares-7.01%2025-09-302025-10-27 FBRT FRANKLIN BSP RLTY TR INC42.5K shares27.67%2025-09-302025-10-27 QCOM QUALCOMM INC2.8K shares1.10%2025-09-302025-10-27 PFF ISHARES TR14.2K shares0.00%2025-09-302025-10-27 IBMP ISHARES TR17.6K shares0.70%2025-09-302025-10-27 DFIV DIMENSIONAL ETF TRUST9.7K shares0.00%2025-09-302025-10-27 SCHB SCHWAB STRATEGIC TR17.4K shares0.18%2025-09-302025-10-27 BRO BROWN & BROWN INC4.8K shares5.60%2025-09-302025-10-27 XLP SELECT SECTOR SPDR TR5.7K sharesnew addition2025-09-302025-10-27 SO SOUTHERN CO4.6K shares11.55%2025-09-302025-10-27 PANW PALO ALTO NETWORKS INC2.1K shares2.21%2025-09-302025-10-27 VZ VERIZON COMMUNICATIONS INC9.7K shares10.27%2025-09-302025-10-27 PH PARKER-HANNIFIN CORP563 shares13.97%2025-09-302025-10-27 IBMQ ISHARES TR16.4K shares-9.31%2025-09-302025-10-27 IVW ISHARES TR3.5K shares0.00%2025-09-302025-10-27 IVE ISHARES TR2.0K shares0.00%2025-09-302025-10-27 IOO ISHARES TR3.5K sharesnew addition2025-09-302025-10-27 ARES ARES MANAGEMENT CORPORATION2.6K shares-14.27%2025-09-302025-10-27 QUAL ISHARES TR2.1K shares0.00%2025-09-302025-10-27 BA BOEING CO1.9K shares68.72%2025-09-302025-10-27 UNP UNION PAC CORP1.7K shares-4.69%2025-09-302025-10-27 WTPI WISDOMTREE TR11.9K shares0.00%2025-09-302025-10-27 HLT HILTON WORLDWIDE HLDGS INC1.5K shares7.14%2025-09-302025-10-27 INTU INTUIT569 shares-15.45%2025-09-302025-10-27 VOE VANGUARD INDEX FDS2.2K shares-2.43%2025-09-302025-10-27 WSM WILLIAMS SONOMA INC2.0K shares0.46%2025-09-302025-10-27 KKR KKR & CO INC2.9K shares12.57%2025-09-302025-10-27 GBDC GOLUB CAP BDC INC27.8K shares0.00%2025-09-302025-10-27 VOT VANGUARD INDEX FDS1.3K shares-1.30%2025-09-302025-10-27 ADBE ADOBE INC1.1K shares4.30%2025-09-302025-10-27 APD AIR PRODS & CHEMS INC1.4K shares-0.80%2025-09-302025-10-27 LNT ALLIANT ENERGY CORP5.5K shares5.56%2025-09-302025-10-27 TMUS T-MOBILE US INC1.5K shares26.51%2025-09-302025-10-27 SUSA ISHARES TR2.7K shares0.00%2025-09-302025-10-27 SMH VANECK ETF TRUST1.1K shares2.71%2025-09-302025-10-27 FAST FASTENAL CO7.2K shares-0.19%2025-09-302025-10-27 KLAC KLA CORP324 shares-11.48%2025-09-302025-10-27 SBUX STARBUCKS CORP4.1K shares-7.18%2025-09-302025-10-27 CB CHUBB LIMITED1.2K shares-5.12%2025-09-302025-10-27 CGMS CAPITAL GRP FIXED INCM ETF T12.4K shares0.00%2025-09-302025-10-27 VV VANGUARD INDEX FDS1.1K shares-9.54%2025-09-302025-10-27 DTCR GLOBAL X FDS16.4K shares0.00%2025-09-302025-10-27 VDC VANGUARD WORLD FD1.6K sharesnew addition2025-09-302025-10-27 COF CAPITAL ONE FINL CORP1.6K shares6.58%2025-09-302025-10-27 SCHV SCHWAB STRATEGIC TR11.1K shares-3.00%2025-09-302025-10-27 DD DUPONT DE NEMOURS INC4.1K shares1.56%2025-09-302025-10-27 LRCX LAM RESEARCH CORP2.4K shares11.28%2025-09-302025-10-27 MMM 3M CO2.0K sharesnew addition2025-09-302025-10-27 MU MICRON TECHNOLOGY INC1.9K sharesnew addition2025-09-302025-10-27 GIS GENERAL MLS INC6.3K shares16.55%2025-09-302025-10-27 CTVA CORTEVA INC4.6K shares1.33%2025-09-302025-10-27 IYW ISHARES TR1.6K shares0.00%2025-09-302025-10-27 ADI ANALOG DEVICES INC1.3K shares3.66%2025-09-302025-10-27 BRLT BRILLIANT EARTH GROUP INC148.3K shares0.00%2025-09-302025-10-27 GD GENERAL DYNAMICS CORP895 shares5.05%2025-09-302025-10-27 VGT VANGUARD WORLD FD401 shares5.53%2025-09-302025-10-27 COP CONOCOPHILLIPS3.2K shares15.38%2025-09-302025-10-27 FNDC SCHWAB STRATEGIC TR6.7K shares0.00%2025-09-302025-10-27 EME EMCOR GROUP INC457 shares-24.46%2025-09-302025-10-27 DEM WISDOMTREE TR6.3K shares-23.08%2025-09-302025-10-27 IWO ISHARES TR902 shares0.00%2025-09-302025-10-27 CL COLGATE PALMOLIVE CO3.6K shares-3.37%2025-09-302025-10-27 DGRO ISHARES TR4.2K shares0.00%2025-09-302025-10-27 NVO NOVO-NORDISK A S5.1K shares-15.00%2025-09-302025-10-27 UL UNILEVER PLC4.8K shares1.32%2025-09-302025-10-27 IBMO ISHARES TR11.0K shares-6.57%2025-09-302025-10-27 DUK DUKE ENERGY CORP NEW2.3K sharesnew addition2025-09-302025-10-27 CRWD CROWDSTRIKE HLDGS INC571 shares8.35%2025-09-302025-10-27 BXSL BLACKSTONE SECD LENDING FD10.7K shares0.00%2025-09-302025-10-27 SAP SAP SE1.0K shares-14.40%2025-09-302025-10-27 EQR EQUITY RESIDENTIAL4.3K shares0.78%2025-09-302025-10-27 VO VANGUARD INDEX FDS937 shares0.00%2025-09-302025-10-27 GEHC GE HEALTHCARE TECHNOLOGIES I3.6K shares3.98%2025-09-302025-10-27 CACC CREDIT ACCEP CORP MICH583 shares0.00%2025-09-302025-10-27 INDA ISHARES TR5.2K shares0.00%2025-09-302025-10-27 RACE FERRARI N V559 shares0.18%2025-09-302025-10-27 PAYX PAYCHEX INC2.1K shares3.00%2025-09-302025-10-27 ETN EATON CORP PLC716 shares-10.05%2025-09-302025-10-27 PRI PRIMERICA INC964 shares-27.08%2025-09-302025-10-27 ACWV ISHARES INC2.2K shares0.00%2025-09-302025-10-27 ESGU ISHARES TR1.8K shares0.00%2025-09-302025-10-27 SCHD SCHWAB STRATEGIC TR9.6K shares-20.22%2025-09-302025-10-27 IUSV ISHARES TR2.6K shares0.00%2025-09-302025-10-27 CVS CVS HEALTH CORP3.4K shares8.36%2025-09-302025-10-27 NOC NORTHROP GRUMMAN CORP426 shares4.93%2025-09-302025-10-27 SHEL SHELL PLC3.6K shares26.42%2025-09-302025-10-27 RDVY FIRST TR EXCHANGE TRADED FD3.8K shares0.00%2025-09-302025-10-27 GILD GILEAD SCIENCES INC2.3K sharesnew addition2025-09-302025-10-27 DTD WISDOMTREE TR3.0K sharesnew addition2025-09-302025-10-27 PYPL PAYPAL HLDGS INC3.7K shares-2.40%2025-09-302025-10-27 MDT MEDTRONIC PLC2.5K sharesnew addition2025-09-302025-10-27 TM TOYOTA MOTOR CORP1.3K sharesnew addition2025-09-302025-10-27 KMI KINDER MORGAN INC DEL8.4K shares3.32%2025-09-302025-10-27 BRBR BELLRING BRANDS INC6.3K sharesnew addition2025-09-302025-10-27 ANET ARISTA NETWORKS INC1.6K sharesnew addition2025-09-302025-10-27 VXF VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-27 IGM ISHARES TR1.8K shares0.00%2025-09-302025-10-27 BNL BROADSTONE NET LEASE INC12.6K shares-11.48%2025-09-302025-10-27 XLE SELECT SECTOR SPDR TR2.5K sharesnew addition2025-09-302025-10-27 MCO MOODYS CORP471 shares3.97%2025-09-302025-10-27 CPT CAMDEN PPTY TR2.1K shares-3.28%2025-09-302025-10-27 BSX BOSTON SCIENTIFIC CORP2.2K shares17.08%2025-09-302025-10-27 CDNS CADENCE DESIGN SYSTEM INC617 shares-6.52%2025-09-302025-10-27 IJK ISHARES TR2.2K shares0.00%2025-09-302025-10-27 YUM YUM BRANDS INC1.4K sharesnew addition2025-09-302025-10-27 ROL ROLLINS INC3.6K sharesnew addition2025-09-302025-10-27 FNDX SCHWAB STRATEGIC TR8.0K sharesnew addition2025-09-302025-10-27 VT VANGUARD INTL EQUITY INDEX F1.5K sharesnew addition2025-09-302025-10-27 NEU NEWMARKET CORP252 sharesnew addition2025-09-302025-10-27 SYY SYSCO CORP2.5K sharesnew addition2025-09-302025-10-27 PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2025-09-302025-10-27 GSLC GOLDMAN SACHS ETF TR1.6K sharesnew addition2025-09-302025-10-27 AMT AMERICAN TOWER CORP NEW1.1K sharesnew addition2025-09-302025-10-27 XLF SELECT SECTOR SPDR TR3.8K shares-3.76%2025-09-302025-10-27 GBX GREENBRIER COS INC4.4K shares0.30%2025-09-302025-10-27 CMCSA COMCAST CORP NEW6.5K shares-12.34%2025-09-302025-10-27 TPR TAPESTRY INC1.8K sharesnew addition2025-09-302025-10-27 USB US BANCORP DEL4.2K sharesnew addition2025-09-302025-10-27 AZN ASTRAZENECA PLC2.6K sharesnew addition2025-09-302025-10-27 F FORD MTR CO13.3K shares9.89%2025-09-302025-10-27 VRA VERA BRADLEY INC53.7K shares0.00%2025-09-302025-10-27 LYG LLOYDS BANKING GROUP PLC10.0K sharesnew addition2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available