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The Analysis of Klingman & Associates, LLC's Holdings & P&L

Currently, Klingman & Associates, LLC holds 326 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in VTIP (+307.6K shares, valued at $15.2M), IEFA (+70.6K shares, valued at $6.3M), IBDX (+211.5K shares, valued at $5.4M); decreased their positions in DDOG (-34.5K shares, valued at $4.7M), IBDR (-90.6K shares, valued at $2.2M), SPYG (-18.7K shares, valued at $2.0M); initiated new positions in DFUV (+31.5K shares, valued at $1.5M), SCHC (+22.0K shares, valued at $1.0M), EFG (+7.3K shares, valued at $834.5K).

1M P&L

+50.9M+2.42%

3M P&L

+55.0M+2.61%

HY P&L

+165.5M+8.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.7B

84.6%

2Consumer Electronics73.9M

3.7%

3Banks - Regional27.2M

1.4%

Top Industries by Stock Count

1N/A127 stocks

42.5%

2Software - Application10 stocks

3.3%

3Drug Manufacturers - General9 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR514.2K shares1.30%2025-12-312026-01-29

VTIP VANGUARD MALVERN FDS2.1M shares17.29%2025-12-312026-01-29

IJH ISHARES TR1.5M shares4.70%2025-12-312026-01-29

IEFA ISHARES TR909.2K shares8.42%2025-12-312026-01-29

SPY SPDR S&P 500 ETF TR115.2K shares-2.27%2025-12-312026-01-29

AAPL APPLE INC272.0K shares-0.03%2025-12-312026-01-29

VEA VANGUARD TAX-MANAGED FDS1.1M shares6.96%2025-12-312026-01-29

SPYG SPDR SERIES TRUST666.2K shares-2.74%2025-12-312026-01-29

Sponsored

IJR ISHARES TR567.4K shares2.88%2025-12-312026-01-29

SPYV SPDR SERIES TRUST1.2M shares0.08%2025-12-312026-01-29

VWO VANGUARD INTL EQUITY INDEX F995.1K shares1.44%2025-12-312026-01-29

IBDU ISHARES TR1.5M shares8.24%2025-12-312026-01-29

IBDV ISHARES TR1.6M shares9.32%2025-12-312026-01-29

RWL INVESCO EXCH TRADED FD TR II302.4K shares5.89%2025-12-312026-01-29

USMV ISHARES TR363.1K shares-2.02%2025-12-312026-01-29

IBDW ISHARES TR1.6M shares11.30%2025-12-312026-01-29

Sponsored

IBDT ISHARES TR1.3M shares9.08%2025-12-312026-01-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T681.6K shares0.01%2025-12-312026-01-29

MDYV SPDR SERIES TRUST371.2K shares0.05%2025-12-312026-01-29

IEMG ISHARES INC460.7K shares0.43%2025-12-312026-01-29

MDYG SPDR SERIES TRUST326.1K shares0.08%2025-12-312026-01-29

SDY SPDR SERIES TRUST191.9K shares-1.03%2025-12-312026-01-29

SLYV SPDR SERIES TRUST281.8K shares-0.21%2025-12-312026-01-29

MDY SPDR S&P MIDCAP 400 ETF TR41.8K shares-0.24%2025-12-312026-01-29

Sponsored

CFG CITIZENS FINL GROUP INC427.0K shares-4.50%2025-12-312026-01-29

IBDS ISHARES TR1.0M shares3.97%2025-12-312026-01-29

IBDX ISHARES TR886.7K shares31.33%2025-12-312026-01-29

SLYG SPDR SERIES TRUST204.6K shares0.08%2025-12-312026-01-29

MSFT MICROSOFT CORP35.8K shares0.60%2025-12-312026-01-29

IBDR ISHARES TR712.3K shares-11.28%2025-12-312026-01-29

VTI VANGUARD INDEX FDS44.6K shares-3.15%2025-12-312026-01-29

AMZN AMAZON COM INC57.3K shares0.58%2025-12-312026-01-29

Sponsored

NYF ISHARES TR235.8K shares1.11%2025-12-312026-01-29

SCZ ISHARES TR157.7K shares-1.18%2025-12-312026-01-29

NVDA NVIDIA CORPORATION64.3K shares4.94%2025-12-312026-01-29

DDOG DATADOG INC81.8K shares-29.69%2025-12-312026-01-29

ALPHABET INC ALPHABET INC30.6K shares0.50%2025-12-312026-01-29

JPM JPMORGAN CHASE & CO.28.4K shares-0.69%2025-12-312026-01-29

ALPHABET INC ALPHABET INC26.5K shares3.04%2025-12-312026-01-29

IWB ISHARES TR21.8K shares-1.13%2025-12-312026-01-29

Sponsored

JLL JONES LANG LASALLE INC23.5K shares0.05%2025-12-312026-01-29

IWM ISHARES TR31.6K shares-1.30%2025-12-312026-01-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.9K shares2.24%2025-12-312026-01-29

VANGUARD INDEX FDS VANGUARD INDEX FDS11.1K shares-0.51%2025-12-312026-01-29

TDTT FLEXSHARES TR262.9K shares-3.71%2025-12-312026-01-29

VNQ VANGUARD INDEX FDS57.6K shares3.94%2025-12-312026-01-29

XOM EXXON MOBIL CORP39.5K shares1.57%2025-12-312026-01-29

BROADCOM INC BROADCOM INC13.2K shares4.11%2025-12-312026-01-29

Sponsored

DVY ISHARES TR32.2K shares-0.23%2025-12-312026-01-29

MA MASTERCARD INCORPORATED7.7K shares1.75%2025-12-312026-01-29

META META PLATFORMS INC6.5K shares-0.45%2025-12-312026-01-29

SOXX ISHARES TR14.0K shares0.00%2025-12-312026-01-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II55.7K shares-0.24%2025-12-312026-01-29

DFAT DIMENSIONAL ETF TRUST64.4K shares4.56%2025-12-312026-01-29

VEU VANGUARD INTL EQUITY INDEX F51.7K shares-0.10%2025-12-312026-01-29

JNJ JOHNSON & JOHNSON17.8K shares1.09%2025-12-312026-01-29

Sponsored

TSLA TESLA INC7.9K shares10.06%2025-12-312026-01-29

IWF ISHARES TR7.2K shares231.64%2025-12-312026-01-29

VUG VANGUARD INDEX FDS6.9K shares81.55%2025-12-312026-01-29

DFIV DIMENSIONAL ETF TRUST66.4K shares582.72%2025-12-312026-01-29

V VISA INC9.2K shares1.28%2025-12-312026-01-29

ABBV ABBVIE INC13.2K shares3.54%2025-12-312026-01-29

EFA ISHARES TR30.5K shares0.79%2025-12-312026-01-29

GE AEROSPACE GE AEROSPACE9.5K shares2.61%2025-12-312026-01-29

Sponsored

COST COSTCO WHSL CORP NEW3.3K shares-0.33%2025-12-312026-01-29

ORCL ORACLE CORP14.4K shares-0.81%2025-12-312026-01-29

VB VANGUARD INDEX FDS10.5K shares-1.76%2025-12-312026-01-29

AMAT APPLIED MATLS INC10.4K shares1.25%2025-12-312026-01-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.6K shares-0.04%2025-12-312026-01-29

VTV VANGUARD INDEX FDS13.6K shares124.59%2025-12-312026-01-29

IWN ISHARES TR14.3K shares10.47%2025-12-312026-01-29

CROX CROCS INC29.7K shares1.29%2025-12-312026-01-29

Sponsored

IXUS ISHARES TR30.0K shares0.14%2025-12-312026-01-29

HDV ISHARES TR20.6K shares-0.15%2025-12-312026-01-29

LLY ELI LILLY & CO2.3K shares-3.11%2025-12-312026-01-29

JPST J P MORGAN EXCHANGE TRADED F47.8K shares0.00%2025-12-312026-01-29

JMST J P MORGAN EXCHANGE TRADED F47.4K shares37.79%2025-12-312026-01-29

LAMR LAMAR ADVERTISING CO NEW19.0K shares0.11%2025-12-312026-01-29

OEF ISHARES TR6.9K shares0.00%2025-12-312026-01-29

TJX TJX COS INC NEW15.0K shares1.17%2025-12-312026-01-29

Sponsored

HD HOME DEPOT INC6.5K shares-1.09%2025-12-312026-01-29

PG PROCTER AND GAMBLE CO15.4K shares-7.21%2025-12-312026-01-29

CITIGROUP INC CITIGROUP INC18.7K shares-1.60%2025-12-312026-01-29

NEAR ISHARES U S ETF TR40.4K shares0.00%2025-12-312026-01-29

MINT PIMCO ETF TR20.5K shares0.00%2025-12-312026-01-29

RJF RAYMOND JAMES FINL INC12.2K shares0.01%2025-12-312026-01-29

EFAV ISHARES TR22.7K shares-1.97%2025-12-312026-01-29

BLACKSTONE INC BLACKSTONE INC12.6K shares-16.96%2025-12-312026-01-29

Sponsored

WMT WALMART INC16.2K shares-20.59%2025-12-312026-01-29

COMP COMPASS INC170.5K shares-1.09%2025-12-312026-01-29

ADP AUTOMATIC DATA PROCESSING IN6.9K shares-2.43%2025-12-312026-01-29

INVESCO QQQ TR INVESCO QQQ TR2.8K shares-0.74%2025-12-312026-01-29

VBR VANGUARD INDEX FDS8.0K shares106.64%2025-12-312026-01-29

IVOO VANGUARD ADMIRAL FDS INC14.9K shares0.47%2025-12-312026-01-29

RWK INVESCO EXCH TRADED FD TR II13.0K shares0.00%2025-12-312026-01-29

MCD MCDONALDS CORP5.3K shares1.42%2025-12-312026-01-29

Sponsored

GEV GE VERNOVA INC2.5K shares4.56%2025-12-312026-01-29

ITOT ISHARES TR10.5K shares-9.73%2025-12-312026-01-29

CAT CATERPILLAR INC2.7K shares2.03%2025-12-312026-01-29

ABT ABBOTT LABS12.4K shares0.85%2025-12-312026-01-29

IBM INTERNATIONAL BUSINESS MACHS5.1K shares10.79%2025-12-312026-01-29

DE DEERE & CO3.2K shares-39.51%2025-12-312026-01-29

DFUV DIMENSIONAL ETF TRUST31.5K sharesnew addition2025-12-312026-01-29

KO COCA COLA CO20.7K shares6.15%2025-12-312026-01-29

Sponsored

NFLX NETFLIX INC15.1K shares839.42%2025-12-312026-01-29

NEE NEXTERA ENERGY INC17.6K shares1.92%2025-12-312026-01-29

VBK VANGUARD INDEX FDS4.6K shares146.15%2025-12-312026-01-29

RWJ INVESCO EXCH TRADED FD TR II28.3K shares0.00%2025-12-312026-01-29

VYM VANGUARD WHITEHALL FDS9.3K shares-0.09%2025-12-312026-01-29

IWR ISHARES TR13.8K shares-0.72%2025-12-312026-01-29

VIG VANGUARD SPECIALIZED FUNDS5.7K shares-16.47%2025-12-312026-01-29

VIOO VANGUARD ADMIRAL FDS INC11.0K shares0.48%2025-12-312026-01-29

Sponsored

GS GOLDMAN SACHS GROUP INC1.4K shares1.19%2025-12-312026-01-29

JFLX J P MORGAN EXCHANGE TRADED F23.8K shares30.53%2025-12-312026-01-29

SCHF SCHWAB STRATEGIC TR49.4K shares-13.48%2025-12-312026-01-29

UBSI UNITED BANKSHARES INC WEST V30.7K shares0.14%2025-12-312026-01-29

CSCO CISCO SYS INC15.3K shares6.43%2025-12-312026-01-29

MS MORGAN STANLEY6.6K shares1.30%2025-12-312026-01-29

PJT PJT PARTNERS INC6.9K shares-34.95%2025-12-312026-01-29

CPNG COUPANG INC47.9K shares-2.18%2025-12-312026-01-29

Sponsored

HUBBELL INC HUBBELL INC2.5K shares0.68%2025-12-312026-01-29

DFIP DIMENSIONAL ETF TRUST26.9K shares-8.52%2025-12-312026-01-29

EEM ISHARES TR20.3K shares-0.95%2025-12-312026-01-29

MERCK & CO INC MERCK & CO INC10.5K shares3.10%2025-12-312026-01-29

ORLY OREILLY AUTOMOTIVE INC12.0K shares1.44%2025-12-312026-01-29

TMO THERMO FISHER SCIENTIFIC INC1.9K shares1.62%2025-12-312026-01-29

BAC BANK AMERICA CORP18.9K shares6.98%2025-12-312026-01-29

WFC WELLS FARGO CO NEW10.9K shares4.93%2025-12-312026-01-29

Sponsored

PM PHILIP MORRIS INTL INC6.3K shares-5.03%2025-12-312026-01-29

CRM SALESFORCE INC3.8K shares-0.29%2025-12-312026-01-29

BLACKROCK INC BLACKROCK INC936 shares-8.24%2025-12-312026-01-29

SCHC SCHWAB STRATEGIC TR22.0K sharesnew addition2025-12-312026-01-29

AXP AMERICAN EXPRESS CO2.7K shares-21.17%2025-12-312026-01-29

RTX RTX CORPORATION5.4K shares4.30%2025-12-312026-01-29

CVX CHEVRON CORP NEW6.3K shares-3.02%2025-12-312026-01-29

PDN INVESCO EXCH TRADED FD TR II21.3K shares0.00%2025-12-312026-01-29

Sponsored

LMT LOCKHEED MARTIN CORP1.8K shares1.17%2025-12-312026-01-29

DFUS DIMENSIONAL ETF TRUST11.7K shares0.00%2025-12-312026-01-29

AVUV AMERICAN CENTY ETF TR8.3K shares0.29%2025-12-312026-01-29

EFG ISHARES TR7.3K sharesnew addition2025-12-312026-01-29

SCHW SCHWAB CHARLES CORP8.3K shares1.13%2025-12-312026-01-29

SCHX SCHWAB STRATEGIC TR30.8K shares-5.54%2025-12-312026-01-29

TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares-0.51%2025-12-312026-01-29

PLTR PALANTIR TECHNOLOGIES INC4.6K shares6.48%2025-12-312026-01-29

Sponsored

AMD ADVANCED MICRO DEVICES INC3.8K shares11.48%2025-12-312026-01-29

ROST ROSS STORES INC4.4K shares-18.11%2025-12-312026-01-29

LOW LOWES COS INC3.3K shares0.24%2025-12-312026-01-29

TXN TEXAS INSTRS INC4.6K shares-2.04%2025-12-312026-01-29

BKNG BOOKING HOLDINGS INC145 shares5.84%2025-12-312026-01-29

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-29

EMR EMERSON ELEC CO5.7K shares1.39%2025-12-312026-01-29

VXUS VANGUARD STAR FDS9.9K shares-5.23%2025-12-312026-01-29

Sponsored

DIS DISNEY WALT CO6.4K shares-9.18%2025-12-312026-01-29

GLD SPDR GOLD TR1.8K shares0.00%2025-12-312026-01-29

CSX CSX CORP19.8K shares1.11%2025-12-312026-01-29

PFE PFIZER INC28.0K shares5.07%2025-12-312026-01-29

ISRG INTUITIVE SURGICAL INC1.2K shares6.17%2025-12-312026-01-29

ED CONSOLIDATED EDISON INC7.0K shares15.06%2025-12-312026-01-29

GLW CORNING INC7.7K shares-0.10%2025-12-312026-01-29

XLK SELECT SECTOR SPDR TR4.7K shares74.40%2025-12-312026-01-29

Sponsored

TFC TRUIST FINL CORP13.6K shares0.32%2025-12-312026-01-29

HSY HERSHEY CO3.7K shares-0.19%2025-12-312026-01-29

PGR PROGRESSIVE CORP2.9K shares1.67%2025-12-312026-01-29

AMGN AMGEN INC2.0K shares5.14%2025-12-312026-01-29

MO ALTRIA GROUP INC11.1K shares-0.47%2025-12-312026-01-29

LINDE PLC LINDE PLC1.5K shares-3.10%2025-12-312026-01-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.3K shares17.66%2025-12-312026-01-29

MU MICRON TECHNOLOGY INC2.2K shares14.04%2025-12-312026-01-29

Sponsored

VSS VANGUARD INTL EQUITY INDEX F4.3K shares0.00%2025-12-312026-01-29

INTC INTEL CORP16.5K shares-26.61%2025-12-312026-01-29

UNH UNITEDHEALTH GROUP INC1.8K shares4.46%2025-12-312026-01-29

LHX L3HARRIS TECHNOLOGIES INC2.0K shares0.75%2025-12-312026-01-29

VDE VANGUARD WORLD FD4.7K shares0.00%2025-12-312026-01-29

SYK STRYKER CORPORATION1.7K shares-6.17%2025-12-312026-01-29

URI UNITED RENTALS INC714 shares6.89%2025-12-312026-01-29

CMI CUMMINS INC1.1K shares0.62%2025-12-312026-01-29

Sponsored

NVS NOVARTIS AG4.1K shares3.73%2025-12-312026-01-29

DHR DANAHER CORPORATION2.5K shares0.90%2025-12-312026-01-29

HON HONEYWELL INTL INC2.9K shares-0.42%2025-12-312026-01-29

IDEV ISHARES TR6.7K shares0.00%2025-12-312026-01-29

IWD ISHARES TR2.6K shares0.00%2025-12-312026-01-29

FRA BLACKROCK FLOATING RATE INCO46.5K shares3.13%2025-12-312026-01-29

VGSH VANGUARD SCOTTSDALE FDS9.3K shares0.00%2025-12-312026-01-29

ASML ASML HOLDING N V507 shares-2.50%2025-12-312026-01-29

Sponsored

SCHG SCHWAB STRATEGIC TR16.5K shares-4.42%2025-12-312026-01-29

NSC NORFOLK SOUTHN CORP1.8K shares0.72%2025-12-312026-01-29

PEG PUBLIC SVC ENTERPRISE GRP IN6.5K sharesnew addition2025-12-312026-01-29

QCOM QUALCOMM INC3.0K shares8.92%2025-12-312026-01-29

T AT&T INC20.6K shares3.65%2025-12-312026-01-29

ISHARES GOLD TR ISHARES GOLD TR6.3K shares-2.92%2025-12-312026-01-29

ITW ILLINOIS TOOL WKS INC2.0K shares1.44%2025-12-312026-01-29

PEP PEPSICO INC3.5K shares-10.43%2025-12-312026-01-29

Sponsored

POST POST HLDGS INC5.0K shares-0.34%2025-12-312026-01-29

PH PARKER-HANNIFIN CORP565 shares0.36%2025-12-312026-01-29

FFIV F5 INC1.9K shares1.70%2025-12-312026-01-29

ECL ECOLAB INC1.9K shares2.77%2025-12-312026-01-29

COF CAPITAL ONE FINL CORP1.9K shares23.67%2025-12-312026-01-29

DGRW WISDOMTREE TR5.1K shares-30.25%2025-12-312026-01-29

HLT HILTON WORLDWIDE HLDGS INC1.6K shares6.20%2025-12-312026-01-29

SO SOUTHERN CO5.2K shares14.17%2025-12-312026-01-29

Sponsored

J JACOBS SOLUTIONS INC3.4K shares4.84%2025-12-312026-01-29

AOA ISHARES TR5.0K shares-30.89%2025-12-312026-01-29

SCHB SCHWAB STRATEGIC TR16.9K shares-3.27%2025-12-312026-01-29

VRP INVESCO EXCH TRADED FD TR II18.1K shares-21.91%2025-12-312026-01-29

IOO ISHARES TR3.5K shares0.00%2025-12-312026-01-29

PFF ISHARES TR14.2K shares0.00%2025-12-312026-01-29

LAM RESEARCH CORP LAM RESEARCH CORP2.5K shares7.73%2025-12-312026-01-29

IVE ISHARES TR2.0K shares0.00%2025-12-312026-01-29

Sponsored

IVW ISHARES TR3.5K shares0.00%2025-12-312026-01-29

ARES ARES MANAGEMENT CORPORATION2.6K shares0.69%2025-12-312026-01-29

QUAL ISHARES TR2.1K shares0.00%2025-12-312026-01-29

FBRT FRANKLIN BSP RLTY TR INC41.3K shares-2.66%2025-12-312026-01-29

IWO ISHARES TR1.3K shares41.91%2025-12-312026-01-29

CB CHUBB LIMITED1.3K shares7.92%2025-12-312026-01-29

BRO BROWN & BROWN INC5.0K shares5.33%2025-12-312026-01-29

XLP SELECT SECTOR SPDR TR5.1K shares-9.39%2025-12-312026-01-29

Sponsored

INTU INTUIT600 shares5.45%2025-12-312026-01-29

IBMP ISHARES TR15.6K shares-11.52%2025-12-312026-01-29

KLAC KLA CORP325 shares0.31%2025-12-312026-01-29

VOE VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-01-29

VZ VERIZON COMMUNICATIONS INC9.6K shares-1.10%2025-12-312026-01-29

ADBE ADOBE INC1.1K shares3.47%2025-12-312026-01-29

IBMR ISHARES TR15.2K shares-29.05%2025-12-312026-01-29

NOW SERVICENOW INC2.5K shares374.91%2025-12-312026-01-29

Sponsored

SMH VANECK ETF TRUST1.1K shares-3.00%2025-12-312026-01-29

KKR & CO INC KKR & CO INC3.0K shares2.22%2025-12-312026-01-29

UNP UNION PAC CORP1.6K shares-4.52%2025-12-312026-01-29

GBDC GOLUB CAP BDC INC27.8K shares0.00%2025-12-312026-01-29

SUSA ISHARES TR2.7K shares0.00%2025-12-312026-01-29

SBUX STARBUCKS CORP4.4K shares7.54%2025-12-312026-01-29

UBER UBER TECHNOLOGIES INC4.5K shares-6.53%2025-12-312026-01-29

ADI ANALOG DEVICES INC1.3K shares4.40%2025-12-312026-01-29

Sponsored

VOT VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-29

LNT ALLIANT ENERGY CORP5.5K shares0.09%2025-12-312026-01-29

WSM WILLIAMS SONOMA INC2.0K shares0.46%2025-12-312026-01-29

PANW PALO ALTO NETWORKS INC1.9K shares-10.61%2025-12-312026-01-29

SPOT SPOTIFY TECHNOLOGY S A604 shares-11.44%2025-12-312026-01-29

DTCR GLOBAL X FDS16.4K shares0.00%2025-12-312026-01-29

CGMS CAPITAL GRP FIXED INCM ETF T12.4K shares0.00%2025-12-312026-01-29

VDC VANGUARD WORLD FD1.5K shares-0.77%2025-12-312026-01-29

Sponsored

MMM 3M CO2.0K shares0.05%2025-12-312026-01-29

IBMQ ISHARES TR12.7K shares-22.62%2025-12-312026-01-29

CTVA CORTEVA INC4.8K shares4.14%2025-12-312026-01-29

CVS CVS HEALTH CORP4.1K shares17.84%2025-12-312026-01-29

IYW ISHARES TR1.6K shares0.00%2025-12-312026-01-29

SCHV SCHWAB STRATEGIC TR10.8K shares-3.09%2025-12-312026-01-29

APD AIR PRODS & CHEMS INC1.3K shares-5.99%2025-12-312026-01-29

BA BOEING CO1.4K shares-23.67%2025-12-312026-01-29

Sponsored

CL COLGATE PALMOLIVE CO3.9K shares8.89%2025-12-312026-01-29

GILD GILEAD SCIENCES INC2.5K shares9.11%2025-12-312026-01-29

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP919 shares2.68%2025-12-312026-01-29

GEHC GE HEALTHCARE TECHNOLOGIES I3.7K shares2.70%2025-12-312026-01-29

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.6K sharesnew addition2025-12-312026-01-29

TMUS T-MOBILE US INC1.5K shares-2.95%2025-12-312026-01-29

PSX PHILLIPS 662.3K shares-67.37%2025-12-312026-01-29

FNDC SCHWAB STRATEGIC TR6.7K shares0.00%2025-12-312026-01-29

Sponsored

REGN REGENERON PHARMACEUTICALS382 sharesnew addition2025-12-312026-01-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares10.26%2025-12-312026-01-29

DGRO ISHARES TR4.2K shares0.00%2025-12-312026-01-29

GIS GENERAL MLS INC6.2K shares-0.35%2025-12-312026-01-29

VGT VANGUARD WORLD FD380 shares-5.24%2025-12-312026-01-29

COP CONOCOPHILLIPS3.0K shares-3.48%2025-12-312026-01-29

INDA ISHARES TR5.2K shares0.00%2025-12-312026-01-29

BXSL BLACKSTONE SECD LENDING FD10.7K shares0.00%2025-12-312026-01-29

Sponsored

FAST FASTENAL CO7.0K shares-2.78%2025-12-312026-01-29

UNILEVER PLC UNILEVER PLC4.3K sharesnew addition2025-12-312026-01-29

SHEL SHELL PLC3.8K shares3.81%2025-12-312026-01-29

TM TOYOTA MOTOR CORP1.3K shares1.51%2025-12-312026-01-29

ESGU ISHARES TR1.8K shares0.00%2025-12-312026-01-29

VO VANGUARD INDEX FDS937 shares0.00%2025-12-312026-01-29

DEM WISDOMTREE TR5.7K shares-8.59%2025-12-312026-01-29

RDVY FIRST TR EXCHANGE TRADED FD3.8K shares0.00%2025-12-312026-01-29

Sponsored

IUSV ISHARES TR2.6K shares0.00%2025-12-312026-01-29

EME EMCOR GROUP INC431 shares-5.69%2025-12-312026-01-29

EQR EQUITY RESIDENTIAL4.2K shares-1.85%2025-12-312026-01-29

SE SEA LTD2.1K shares-22.55%2025-12-312026-01-29

BRLT BRILLIANT EARTH GROUP INC148.3K shares0.00%2025-12-312026-01-29

CACC CREDIT ACCEP CORP MICH583 shares0.00%2025-12-312026-01-29

VRA VERA BRADLEY INC106.7K shares98.66%2025-12-312026-01-29

AZN ASTRAZENECA PLC2.8K shares6.85%2025-12-312026-01-29

Sponsored

DTD WISDOMTREE TR3.0K shares0.00%2025-12-312026-01-29

FDX FEDEX CORP879 sharesnew addition2025-12-312026-01-29

NOC NORTHROP GRUMMAN CORP439 shares3.05%2025-12-312026-01-29

MEDTRONIC PLC MEDTRONIC PLC2.6K shares2.96%2025-12-312026-01-29

MCO MOODYS CORP488 shares3.61%2025-12-312026-01-29

SCHD SCHWAB STRATEGIC TR9.0K shares-6.37%2025-12-312026-01-29

CPT CAMDEN PPTY TR2.2K shares7.95%2025-12-312026-01-29

IBMO ISHARES TR9.3K shares-14.96%2025-12-312026-01-29

Sponsored

CRWD CROWDSTRIKE HLDGS INC509 shares-10.86%2025-12-312026-01-29

CMCSA COMCAST CORP NEW8.0K shares22.85%2025-12-312026-01-29

VV VANGUARD INDEX FDS753 shares-32.16%2025-12-312026-01-29

ROL ROLLINS INC3.9K shares8.55%2025-12-312026-01-29

IGM ISHARES TR1.8K shares0.00%2025-12-312026-01-29

HSBC HSBC HLDGS PLC2.9K sharesnew addition2025-12-312026-01-29

TPR TAPESTRY INC1.8K shares0.61%2025-12-312026-01-29

SAP SAP SE929 shares-10.67%2025-12-312026-01-29

Sponsored

KMI KINDER MORGAN INC DEL8.2K shares-2.29%2025-12-312026-01-29

APP APPLOVIN CORP327 sharesnew addition2025-12-312026-01-29

YUM YUM BRANDS INC1.5K shares3.93%2025-12-312026-01-29

BNL BROADSTONE NET LEASE INC12.6K shares0.00%2025-12-312026-01-29

FNDX SCHWAB STRATEGIC TR8.0K shares0.00%2025-12-312026-01-29

IJK ISHARES TR2.2K shares0.00%2025-12-312026-01-29

VNQI VANGUARD INTL EQUITY INDEX F4.7K sharesnew addition2025-12-312026-01-29

PNC PNC FINL SVCS GROUP INC1.0K shares1.47%2025-12-312026-01-29

Sponsored

WMB WILLIAMS COS INC3.6K sharesnew addition2025-12-312026-01-29

VT VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2025-12-312026-01-29

SPGI S&P GLOBAL INC411 sharesnew addition2025-12-312026-01-29

CEG CONSTELLATION ENERGY CORP606 sharesnew addition2025-12-312026-01-29

GBX GREENBRIER COS INC4.6K shares3.26%2025-12-312026-01-29

APH AMPHENOL CORP NEW1.6K sharesnew addition2025-12-312026-01-29

MCK MCKESSON CORP258 sharesnew addition2025-12-312026-01-29

VRTX VERTEX PHARMACEUTICALS INC465 sharesnew addition2025-12-312026-01-29

Sponsored

PYPL PAYPAL HLDGS INC3.6K shares-1.29%2025-12-312026-01-29

XLE SELECT SECTOR SPDR TR4.7K shares86.95%2025-12-312026-01-29

IDXX IDEXX LABS INC310 sharesnew addition2025-12-312026-01-29

GSLC GOLDMAN SACHS ETF TR1.6K shares0.00%2025-12-312026-01-29

BMY BRISTOL-MYERS SQUIBB CO3.8K sharesnew addition2025-12-312026-01-29

JCI JOHNSON CTLS INTL PLC1.7K sharesnew addition2025-12-312026-01-29

TE CONNECTIVITY PLC TE CONNECTIVITY PLC887 sharesnew addition2025-12-312026-01-29

PAYX PAYCHEX INC1.8K shares-15.67%2025-12-312026-01-29

Sponsored

TSN TYSON FOODS INC3.4K sharesnew addition2025-12-312026-01-29

ARISTA NETWORKS INC ARISTA NETWORKS INC1.5K shares-2.86%2025-12-312026-01-29

F FORD MTR CO10.0K shares-24.89%2025-12-312026-01-29

SAN BANCO SANTANDER SA10.6K sharesnew addition2025-12-312026-01-29

MFG MIZUHO FINANCIAL GROUP INC12.8K sharesnew addition2025-12-312026-01-29

LYG LLOYDS BANKING GROUP PLC10.9K shares8.68%2025-12-312026-01-29

IVV

ISHARES TR

1.30%

Shares514.2K

Event2025-12-31

Filed2026-01-29

VTIP

VANGUARD MALVERN FDS

17.29%

Shares2.1M

Event2025-12-31

Filed2026-01-29

IJH

ISHARES TR

4.70%

Shares1.5M

Event2025-12-31

Filed2026-01-29

IEFA

ISHARES TR

8.42%

Shares909.2K

Event2025-12-31

Filed2026-01-29

SPY

SPDR S&P 500 ETF TR

-2.27%

Shares115.2K

Event2025-12-31

Filed2026-01-29

AAPL

APPLE INC

-0.03%

Shares272.0K

Event2025-12-31

Filed2026-01-29

VEA

VANGUARD TAX-MANAGED FDS

6.96%

Shares1.1M

Event2025-12-31

Filed2026-01-29

SPYG

SPDR SERIES TRUST

-2.74%

Shares666.2K

Event2025-12-31

Filed2026-01-29

IJR

ISHARES TR

2.88%

Shares567.4K

Event2025-12-31

Filed2026-01-29

SPYV

SPDR SERIES TRUST

0.08%

Shares1.2M

Event2025-12-31

Filed2026-01-29

VWO

VANGUARD INTL EQUITY INDEX F

1.44%

Shares995.1K

Event2025-12-31

Filed2026-01-29

IBDU

ISHARES TR

8.24%

Shares1.5M

Event2025-12-31

Filed2026-01-29

IBDV

ISHARES TR

9.32%

Shares1.6M

Event2025-12-31

Filed2026-01-29

RWL

INVESCO EXCH TRADED FD TR II

5.89%

Shares302.4K

Event2025-12-31

Filed2026-01-29

USMV

ISHARES TR

-2.02%

Shares363.1K

Event2025-12-31

Filed2026-01-29

IBDW

ISHARES TR

11.30%

Shares1.6M

Event2025-12-31

Filed2026-01-29

IBDT

ISHARES TR

9.08%

Shares1.3M

Event2025-12-31

Filed2026-01-29

INVESCO EXCHANGE TRADED FD T

0.01%

Shares681.6K

Event2025-12-31

Filed2026-01-29

MDYV

SPDR SERIES TRUST

0.05%

Shares371.2K

Event2025-12-31

Filed2026-01-29

IEMG

ISHARES INC

0.43%

Shares460.7K

Event2025-12-31

Filed2026-01-29

MDYG

SPDR SERIES TRUST

0.08%

Shares326.1K

Event2025-12-31

Filed2026-01-29

SDY

SPDR SERIES TRUST

-1.03%

Shares191.9K

Event2025-12-31

Filed2026-01-29

SLYV

SPDR SERIES TRUST

-0.21%

Shares281.8K

Event2025-12-31

Filed2026-01-29

MDY

SPDR S&P MIDCAP 400 ETF TR

-0.24%

Shares41.8K

Event2025-12-31

Filed2026-01-29

CFG

CITIZENS FINL GROUP INC

-4.50%

Shares427.0K

Event2025-12-31

Filed2026-01-29

IBDS

ISHARES TR

3.97%

Shares1.0M

Event2025-12-31

Filed2026-01-29

IBDX

ISHARES TR

31.33%

Shares886.7K

Event2025-12-31

Filed2026-01-29

SLYG

SPDR SERIES TRUST

0.08%

Shares204.6K

Event2025-12-31

Filed2026-01-29

MSFT

MICROSOFT CORP

0.60%

Shares35.8K

Event2025-12-31

Filed2026-01-29

IBDR

ISHARES TR

-11.28%

Shares712.3K

Event2025-12-31

Filed2026-01-29

VTI

VANGUARD INDEX FDS

-3.15%

Shares44.6K

Event2025-12-31

Filed2026-01-29

AMZN

AMAZON COM INC

0.58%

Shares57.3K

Event2025-12-31

Filed2026-01-29

NYF

ISHARES TR

1.11%

Shares235.8K

Event2025-12-31

Filed2026-01-29

SCZ

ISHARES TR

-1.18%

Shares157.7K

Event2025-12-31

Filed2026-01-29

NVDA

NVIDIA CORPORATION

4.94%

Shares64.3K

Event2025-12-31

Filed2026-01-29

DDOG

DATADOG INC

-29.69%

Shares81.8K

Event2025-12-31

Filed2026-01-29

ALPHABET INC

0.50%

Shares30.6K

Event2025-12-31

Filed2026-01-29

JPM

JPMORGAN CHASE & CO.

-0.69%

Shares28.4K

Event2025-12-31

Filed2026-01-29

ALPHABET INC

3.04%

Shares26.5K

Event2025-12-31

Filed2026-01-29

IWB

ISHARES TR

-1.13%

Shares21.8K

Event2025-12-31

Filed2026-01-29

JLL

JONES LANG LASALLE INC

0.05%

Shares23.5K

Event2025-12-31

Filed2026-01-29

IWM

ISHARES TR

-1.30%

Shares31.6K

Event2025-12-31

Filed2026-01-29

BERKSHIRE HATHAWAY INC DEL

2.24%

Shares13.9K

Event2025-12-31

Filed2026-01-29

VANGUARD INDEX FDS

-0.51%

Shares11.1K

Event2025-12-31

Filed2026-01-29

TDTT

FLEXSHARES TR

-3.71%

Shares262.9K

Event2025-12-31

Filed2026-01-29

VNQ

VANGUARD INDEX FDS

3.94%

Shares57.6K

Event2025-12-31

Filed2026-01-29

XOM

EXXON MOBIL CORP

1.57%

Shares39.5K

Event2025-12-31

Filed2026-01-29

BROADCOM INC

4.11%

Shares13.2K

Event2025-12-31

Filed2026-01-29

DVY

ISHARES TR

-0.23%

Shares32.2K

Event2025-12-31

Filed2026-01-29

MASTERCARD INCORPORATED

1.75%

Shares7.7K

Event2025-12-31

Filed2026-01-29