The Analysis of LOWE BROCKENBROUGH & CO INC's Holdings
Currently, LOWE BROCKENBROUGH & CO INC holds 334 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in ACWI (+212.0K shares, valued at $29.3M), SPY (+14.1K shares, valued at $9.4M), IVV (+9.9K shares, valued at $6.7M); decreased their positions in AGG (-162.4K shares, valued at $16.3M), ORCL (-27.8K shares, valued at $7.8M), JPM (-4.4K shares, valued at $1.4M); initiated new positions in PLTR (+3.0K shares, valued at $546.3K), CBRE (+2.5K shares, valued at $388.2K), PDO (+24.4K shares, valued at $344.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR267.7K shares3.86%2025-09-302025-11-05
ACWI ISHARES TR710.7K shares42.51%2025-09-302025-11-05 AAPL APPLE INC279.0K shares-0.86%2025-09-302025-11-05 MSFT MICROSOFT CORP136.4K shares0.92%2025-09-302025-11-05 IXUS ISHARES TR654.9K shares7.06%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS811.9K shares5.54%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.139.1K shares-3.04%2025-09-302025-11-05 ORCL ORACLE CORP142.2K shares-16.34%2025-09-302025-11-05 IJH ISHARES TR587.5K shares-3.12%2025-09-302025-11-05 GOOG ALPHABET INC157.4K shares13.63%2025-09-302025-11-05 AGG ISHARES TR378.9K shares-30.00%2025-09-302025-11-05 NVDA NVIDIA CORPORATION198.3K shares5.64%2025-09-302025-11-05 AMZN AMAZON COM INC139.0K shares0.49%2025-09-302025-11-05 IJR ISHARES TR239.7K shares4.43%2025-09-302025-11-05 IEMG ISHARES INC412.3K shares4.44%2025-09-302025-11-05 AVGO BROADCOM INC78.6K shares-0.91%2025-09-302025-11-05 META META PLATFORMS INC34.8K shares1.34%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR968.7K shares0.66%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR36.6K shares62.79%2025-09-302025-11-05 XOM EXXON MOBIL CORP201.6K shares2.05%2025-09-302025-11-05 VGT VANGUARD WORLD FD30.0K shares-1.66%2025-09-302025-11-05 CVX CHEVRON CORP NEW129.6K shares2.94%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T104.5K shares-2.55%2025-09-302025-11-05 GOOGL ALPHABET INC79.3K shares0.05%2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP63.1K shares3.65%2025-09-302025-11-05 ETN EATON CORP PLC49.1K shares0.05%2025-09-302025-11-05 CSCO CISCO SYS INC268.0K shares1.72%2025-09-302025-11-05 IEFA ISHARES TR198.3K shares-0.38%2025-09-302025-11-05 EAGL 2023 ETF SERIES TRUST545.1K shares13.60%2025-09-302025-11-05 VUSB VANGUARD BD INDEX FDS338.1K shares10.06%2025-09-302025-11-05 VGSH VANGUARD SCOTTSDALE FDS284.8K shares10.48%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC20.8K shares0.48%2025-09-302025-11-05 AMP AMERIPRISE FINL INC33.8K shares0.37%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC2.9K shares0.00%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR493.1K shares-0.88%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC31.9K shares5.93%2025-09-302025-11-05 TJX TJX COS INC NEW105.7K shares-1.89%2025-09-302025-11-05 IGV ISHARES TR130.4K shares0.74%2025-09-302025-11-05 RTX RTX CORPORATION84.9K shares2.69%2025-09-302025-11-05 MS MORGAN STANLEY88.7K shares0.31%2025-09-302025-11-05 VGIT VANGUARD SCOTTSDALE FDS225.1K shares14.07%2025-09-302025-11-05 V VISA INC39.5K shares0.31%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO82.0K shares-0.07%2025-09-302025-11-05 AMAT APPLIED MATLS INC60.9K shares1.92%2025-09-302025-11-05 GVI ISHARES TR114.7K shares-3.29%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW98.6K shares2.94%2025-09-302025-11-05 VO VANGUARD INDEX FDS36.6K shares-6.48%2025-09-302025-11-05 TT TRANE TECHNOLOGIES PLC25.4K shares1.69%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR76.9K shares6.68%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC52.3K shares3.89%2025-09-302025-11-05 HD HOME DEPOT INC25.2K shares1.18%2025-09-302025-11-05 WMT WALMART INC98.8K shares-2.59%2025-09-302025-11-05 LOW LOWES COS INC38.1K shares3.97%2025-09-302025-11-05 AMT AMERICAN TOWER CORP NEW49.2K shares6.12%2025-09-302025-11-05 PEP PEPSICO INC65.5K shares-0.01%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON49.5K shares-10.67%2025-09-302025-11-05 SOXX ISHARES TR33.0K shares0.68%2025-09-302025-11-05 VOO VANGUARD INDEX FDS14.5K shares-0.01%2025-09-302025-11-05 ELV ELEVANCE HEALTH INC FORMERLY27.2K shares1.47%2025-09-302025-11-05 UL UNILEVER PLC146.0K shares0.92%2025-09-302025-11-05 KBWB INVESCO EXCH TRADED FD TR II110.1K shares1.53%2025-09-302025-11-05 MRK MERCK & CO INC94.7K shares2.69%2025-09-302025-11-05 AMGN AMGEN INC27.1K shares2.84%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP15.3K shares2.92%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC21.3K shares1.96%2025-09-302025-11-05 ABBV ABBVIE INC31.7K shares-0.33%2025-09-302025-11-05 IWF ISHARES TR15.5K shares-1.40%2025-09-302025-11-05 NEAR ISHARES U S ETF TR141.4K shares1.98%2025-09-302025-11-05 IWV ISHARES TR19.1K shares-3.37%2025-09-302025-11-05 CB CHUBB LIMITED24.7K shares1.91%2025-09-302025-11-05 MKL MARKEL GROUP INC3.5K shares1.74%2025-09-302025-11-05 VXUS VANGUARD STAR FDS88.4K shares-4.24%2025-09-302025-11-05 ACWX ISHARES TR98.3K shares-9.67%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC37.4K shares1.11%2025-09-302025-11-05 IVW ISHARES TR50.0K shares-1.30%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F107.8K shares-0.22%2025-09-302025-11-05 ABT ABBOTT LABS42.6K shares-0.04%2025-09-302025-11-05 MCD MCDONALDS CORP18.5K shares2.77%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING IN18.9K shares-0.75%2025-09-302025-11-05 VCIT VANGUARD SCOTTSDALE FDS64.4K shares7.92%2025-09-302025-11-05 PH PARKER-HANNIFIN CORP7.0K shares-5.47%2025-09-302025-11-05 PFE PFIZER INC206.5K shares8.40%2025-09-302025-11-05 LLY ELI LILLY & CO6.7K shares-0.96%2025-09-302025-11-05 CAT CATERPILLAR INC10.5K shares3.90%2025-09-302025-11-05 KLAC KLA CORP4.4K shares-0.92%2025-09-302025-11-05 WFC WELLS FARGO CO NEW56.0K shares-1.09%2025-09-302025-11-05 TTE TOTALENERGIES SE73.3K shares4.51%2025-09-302025-11-05 EMR EMERSON ELEC CO33.1K shares-0.53%2025-09-302025-11-05 XLC SELECT SECTOR SPDR TR36.3K shares-0.24%2025-09-302025-11-05 SHV ISHARES TR37.8K shares-8.40%2025-09-302025-11-05 SLB SCHLUMBERGER LTD121.1K shares11.79%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS14.7K shares2.81%2025-09-302025-11-05 KO COCA COLA CO62.3K shares-0.51%2025-09-302025-11-05 IGSB ISHARES TR74.5K shares21.05%2025-09-302025-11-05 GD GENERAL DYNAMICS CORP11.3K shares-1.44%2025-09-302025-11-05 QCOM QUALCOMM INC22.9K shares-0.61%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO11.4K shares-0.44%2025-09-302025-11-05 SCHM SCHWAB STRATEGIC TR126.7K shares-11.44%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR41.5K shares-1.80%2025-09-302025-11-05 SCHB SCHWAB STRATEGIC TR143.1K shares-18.85%2025-09-302025-11-05 ITW ILLINOIS TOOL WKS INC13.7K shares-0.29%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS81.2K shares0.00%2025-09-302025-11-05 DOV DOVER CORP20.6K shares-17.78%2025-09-302025-11-05 MO ALTRIA GROUP INC52.1K shares1.41%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares-7.74%2025-09-302025-11-05 BLK BLACKROCK INC2.8K shares-3.75%2025-09-302025-11-05 SCHA SCHWAB STRATEGIC TR116.8K shares-1.27%2025-09-302025-11-05 EPS WISDOMTREE TR46.3K shares0.00%2025-09-302025-11-05 KMB KIMBERLY-CLARK CORP24.3K shares-19.33%2025-09-302025-11-05 UPS UNITED PARCEL SERVICE INC36.1K shares0.11%2025-09-302025-11-05 DGX QUEST DIAGNOSTICS INC15.8K shares-2.11%2025-09-302025-11-05 KNSL KINSALE CAP GROUP INC7.0K shares0.00%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F35.8K shares0.00%2025-09-302025-11-05 THG HANOVER INS GROUP INC13.9K shares-0.65%2025-09-302025-11-05 PKG PACKAGING CORP AMER11.4K shares-0.29%2025-09-302025-11-05 MMM 3M CO15.9K shares-33.84%2025-09-302025-11-05 UNP UNION PAC CORP10.3K shares27.34%2025-09-302025-11-05 NXST NEXSTAR MEDIA GROUP INC12.3K shares0.00%2025-09-302025-11-05 VOT VANGUARD INDEX FDS7.9K shares0.00%2025-09-302025-11-05 CL COLGATE PALMOLIVE CO27.7K shares-3.15%2025-09-302025-11-05 SBUX STARBUCKS CORP25.6K shares1.59%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS45.9K shares0.00%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS10.0K shares65.31%2025-09-302025-11-05 SYY SYSCO CORP23.9K shares-0.21%2025-09-302025-11-05 BK BANK NEW YORK MELLON CORP18.0K shares-0.28%2025-09-302025-11-05 MUB ISHARES TR17.9K shares-15.45%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC30.1K shares-0.03%2025-09-302025-11-05 NVS NOVARTIS AG14.3K shares-1.27%2025-09-302025-11-05 MDT MEDTRONIC PLC19.1K shares0.12%2025-09-302025-11-05 MPC MARATHON PETE CORP9.4K shares-0.53%2025-09-302025-11-05 D DOMINION ENERGY INC29.6K shares11.60%2025-09-302025-11-05 JCI JOHNSON CTLS INTL PLC15.7K shares-1.01%2025-09-302025-11-05 IWM ISHARES TR7.1K shares-0.17%2025-09-302025-11-05 VB VANGUARD INDEX FDS6.7K shares-0.96%2025-09-302025-11-05 NVO NOVO-NORDISK A S30.6K shares-0.57%2025-09-302025-11-05 IWN ISHARES TR9.5K shares-10.33%2025-09-302025-11-05 DIS DISNEY WALT CO14.7K shares7.89%2025-09-302025-11-05 ALL ALLSTATE CORP7.8K shares0.00%2025-09-302025-11-05 IWR ISHARES TR16.7K shares-2.71%2025-09-302025-11-05 CSX CSX CORP44.9K shares44.38%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS19.8K shares11.73%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR29.3K shares0.14%2025-09-302025-11-05 EG EVEREST GROUP LTD4.5K shares-0.76%2025-09-302025-11-05 IGIB ISHARES TR28.4K shares12.99%2025-09-302025-11-05 COF CAPITAL ONE FINL CORP7.2K shares5.19%2025-09-302025-11-05 SHEL SHELL PLC21.3K shares-1.93%2025-09-302025-11-05 DD DUPONT DE NEMOURS INC19.4K shares0.69%2025-09-302025-11-05 IVE ISHARES TR7.3K shares0.00%2025-09-302025-11-05 TRV TRAVELERS COMPANIES INC5.4K shares-0.24%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO33.2K shares0.37%2025-09-302025-11-05 EFA ISHARES TR15.8K shares0.00%2025-09-302025-11-05 VIOO VANGUARD ADMIRAL FDS INC13.3K shares-0.43%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND5.9K shares13.66%2025-09-302025-11-05 NTRS NORTHERN TR CORP10.6K shares-0.38%2025-09-302025-11-05 DE DEERE & CO3.0K shares-3.71%2025-09-302025-11-05 BX BLACKSTONE INC7.8K shares0.00%2025-09-302025-11-05 COP CONOCOPHILLIPS13.8K shares-0.88%2025-09-302025-11-05 VHT VANGUARD WORLD FD4.9K shares-21.13%2025-09-302025-11-05 CHRW C H ROBINSON WORLDWIDE INC9.6K shares-20.40%2025-09-302025-11-05 SW SMURFIT WESTROCK PLC29.7K shares-4.02%2025-09-302025-11-05 GE GE AEROSPACE4.2K shares10.01%2025-09-302025-11-05 CTVA CORTEVA INC18.7K shares0.80%2025-09-302025-11-05 VDE VANGUARD WORLD FD9.9K shares0.00%2025-09-302025-11-05 TFC TRUIST FINL CORP27.1K shares4.81%2025-09-302025-11-05 SCHE SCHWAB STRATEGIC TR37.1K shares-2.53%2025-09-302025-11-05 BDX BECTON DICKINSON & CO6.6K shares-1.04%2025-09-302025-11-05 DFAC DIMENSIONAL ETF TRUST32.0K shares0.00%2025-09-302025-11-05 BAC BANK AMERICA CORP23.8K shares-2.32%2025-09-302025-11-05 PSX PHILLIPS 668.8K shares-0.96%2025-09-302025-11-05 IWB ISHARES TR3.3K shares-1.21%2025-09-302025-11-05 TROW PRICE T ROWE GROUP INC11.6K shares-1.83%2025-09-302025-11-05 NEE NEXTERA ENERGY INC15.6K shares-1.27%2025-09-302025-11-05 QQQ INVESCO QQQ TR1.9K shares402.32%2025-09-302025-11-05 SYK STRYKER CORPORATION3.0K shares2.42%2025-09-302025-11-05 COR CENCORA INC3.5K shares0.40%2025-09-302025-11-05 CNI CANADIAN NATL RY CO11.5K shares-0.32%2025-09-302025-11-05 APD AIR PRODS & CHEMS INC3.9K shares-1.43%2025-09-302025-11-05 VTI VANGUARD INDEX FDS3.2K shares-0.40%2025-09-302025-11-05 ATR APTARGROUP INC7.7K shares0.00%2025-09-302025-11-05 INTC INTEL CORP29.9K shares0.70%2025-09-302025-11-05 GL GLOBE LIFE INC6.6K shares-1.49%2025-09-302025-11-05 T AT&T INC31.5K shares6.13%2025-09-302025-11-05 USB US BANCORP DEL18.4K shares-0.33%2025-09-302025-11-05 SPYV SPDR SERIES TRUST15.9K shares0.00%2025-09-302025-11-05 IWP ISHARES TR6.1K shares-7.39%2025-09-302025-11-05 TTC TORO CO11.2K shares-0.63%2025-09-302025-11-05 DVY ISHARES TR5.9K shares0.00%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC17.9K shares-0.78%2025-09-302025-11-05 MA MASTERCARD INCORPORATED1.4K shares20.81%2025-09-302025-11-05 DFUS DIMENSIONAL ETF TRUST10.5K shares0.00%2025-09-302025-11-05 IWD ISHARES TR3.7K shares-6.70%2025-09-302025-11-05 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-05 HSY HERSHEY CO3.9K shares-0.53%2025-09-302025-11-05 INGR INGREDION INC5.9K shares-0.50%2025-09-302025-11-05 GILD GILEAD SCIENCES INC6.5K shares0.00%2025-09-302025-11-05 XLP SELECT SECTOR SPDR TR9.0K shares-17.25%2025-09-302025-11-05 GLW CORNING INC8.6K shares23.37%2025-09-302025-11-05 TXN TEXAS INSTRS INC3.6K shares130.72%2025-09-302025-11-05 VABK VIRGINIA NATL BANKSHARES COR17.0K shares0.00%2025-09-302025-11-05 TGT TARGET CORP7.2K shares-9.86%2025-09-302025-11-05 FLEX FLEX LTD11.1K shares0.00%2025-09-302025-11-05 MBB ISHARES TR6.6K shares-23.53%2025-09-302025-11-05 DHR DANAHER CORPORATION3.1K shares0.79%2025-09-302025-11-05 ZBH ZIMMER BIOMET HOLDINGS INC6.1K shares-0.49%2025-09-302025-11-05 USFR WISDOMTREE TR11.9K shares-0.45%2025-09-302025-11-05 SO SOUTHERN CO6.3K shares-2.32%2025-09-302025-11-05 IAU ISHARES GOLD TR8.2K shares0.31%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR25.3K shares-21.75%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS6.4K shares-3.75%2025-09-302025-11-05 ADM ARCHER DANIELS MIDLAND CO9.7K shares0.00%2025-09-302025-11-05 STN STANTEC INC5.3K shares0.00%2025-09-302025-11-05 MSM MSC INDL DIRECT INC5.9K shares-1.49%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC3.0K sharesnew addition2025-09-302025-11-05 GEV GE VERNOVA INC885 shares1.96%2025-09-302025-11-05 NKE NIKE INC7.7K shares-2.22%2025-09-302025-11-05 MKC MCCORMICK & CO INC8.0K shares1.39%2025-09-302025-11-05 WMB WILLIAMS COS INC8.2K shares0.00%2025-09-302025-11-05 MDY SPDR S&P MIDCAP 400 ETF TR872 shares0.00%2025-09-302025-11-05 STIP ISHARES TR5.0K shares0.00%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW555 shares-23.97%2025-09-302025-11-05 FHI FEDERATED HERMES INC9.8K shares0.00%2025-09-302025-11-05 TSCO TRACTOR SUPPLY CO8.9K shares-5.40%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR1.7K shares0.00%2025-09-302025-11-05 STZ CONSTELLATION BRANDS INC3.5K shares-7.14%2025-09-302025-11-05 CARR CARRIER GLOBAL CORPORATION7.8K shares18.57%2025-09-302025-11-05 HUBB HUBBELL INC1.1K shares0.00%2025-09-302025-11-05 DLTR DOLLAR TREE INC4.9K shares0.00%2025-09-302025-11-05 WAT WATERS CORP1.5K shares0.00%2025-09-302025-11-05 HRL HORMEL FOODS CORP18.4K shares-0.68%2025-09-302025-11-05 HON HONEYWELL INTL INC2.2K shares0.00%2025-09-302025-11-05 DOW DOW INC18.8K shares-8.79%2025-09-302025-11-05 IWS ISHARES TR3.1K shares0.85%2025-09-302025-11-05 CI THE CIGNA GROUP1.5K shares0.00%2025-09-302025-11-05 TMFC RBB FD INC5.9K shares0.00%2025-09-302025-11-05 IJT ISHARES TR2.9K shares-1.50%2025-09-302025-11-05 ALB ALBEMARLE CORP5.0K shares-3.47%2025-09-302025-11-05 CBRE CBRE GROUP INC2.5K sharesnew addition2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR14.1K shares-45.30%2025-09-302025-11-05 RDVY FIRST TR EXCHANGE TRADED FD5.5K shares172.50%2025-09-302025-11-05 CHD CHURCH & DWIGHT CO INC4.1K shares-4.33%2025-09-302025-11-05 RY ROYAL BK CDA2.5K shares0.00%2025-09-302025-11-05 PDO PIMCO DYNAMIC INCOME OPRNTS24.4K sharesnew addition2025-09-302025-11-05 BP BP PLC9.8K shares24.12%2025-09-302025-11-05 ADI ANALOG DEVICES INC1.4K shares-3.99%2025-09-302025-11-05 FV FIRST TR EXCHANGE TRADED FD5.3K shares187.89%2025-09-302025-11-05 DGRW WISDOMTREE TR3.7K shares0.00%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO949 sharesnew addition2025-09-302025-11-05 NOC NORTHROP GRUMMAN CORP538 shares-5.28%2025-09-302025-11-05 RPG INVESCO EXCHANGE TRADED FD T6.7K shares35.96%2025-09-302025-11-05 YUM YUM BRANDS INC2.1K shares-1.17%2025-09-302025-11-05 UVV UNIVERSAL CORP VA5.6K shares0.00%2025-09-302025-11-05 BSX BOSTON SCIENTIFIC CORP3.2K shares0.00%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC1.0K shares0.00%2025-09-302025-11-05 EEM ISHARES TR5.6K shares0.00%2025-09-302025-11-05 IJS ISHARES TR2.7K shares0.00%2025-09-302025-11-05 UDR UDR INC8.0K shares-11.14%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC2.6K shares0.00%2025-09-302025-11-05 GIS GENERAL MLS INC5.8K shares10.55%2025-09-302025-11-05 SWK STANLEY BLACK & DECKER INC3.9K shares-5.81%2025-09-302025-11-05 LH LABCORP HOLDINGS INC1.0K shares0.00%2025-09-302025-11-05 CSQ CALAMOS STRATEGIC TOTAL RETU14.5K sharesnew addition2025-09-302025-11-05 CAH CARDINAL HEALTH INC1.8K shares-1.94%2025-09-302025-11-05 DLY DOUBLELINE YIELD OPPORTUNITI18.4K sharesnew addition2025-09-302025-11-05 AFL AFLAC INC2.5K shares0.00%2025-09-302025-11-05 VLO VALERO ENERGY CORP1.6K shares-6.68%2025-09-302025-11-05 SPMB SPDR SERIES TRUST12.0K shares0.00%2025-09-302025-11-05 BN BROOKFIELD CORP3.9K shares-1.31%2025-09-302025-11-05 FTHI FIRST TR EXCHANGE TRADED FD10.8K shares208.57%2025-09-302025-11-05 FAST FASTENAL CO5.2K sharesnew addition2025-09-302025-11-05 CVS CVS HEALTH CORP3.1K shares-0.95%2025-09-302025-11-05 OTIS OTIS WORLDWIDE CORP2.6K shares4.06%2025-09-302025-11-05 AVY AVERY DENNISON CORP1.4K sharesnew addition2025-09-302025-11-05 FXL FIRST TR EXCHANGE TRADED FD1.4K sharesnew addition2025-09-302025-11-05 ENB ENBRIDGE INC4.5K sharesnew addition2025-09-302025-11-05 WM WASTE MGMT INC DEL1.0K shares0.00%2025-09-302025-11-05 JEPQ J P MORGAN EXCHANGE TRADED F3.9K sharesnew addition2025-09-302025-11-05 CMCSA COMCAST CORP NEW7.2K shares-4.43%2025-09-302025-11-05 TIXT TELUS INTL CDA INC50.0K shares0.00%2025-09-302025-11-05 TLH ISHARES TR2.1K sharesnew addition2025-09-302025-11-05 TMUS T-MOBILE US INC916 shares0.00%2025-09-302025-11-05 BHRB BURKE HERBERT FINL SVCS CORP3.5K shares0.00%2025-09-302025-11-05 WTRG ESSENTIAL UTILS INC5.3K sharesnew addition2025-09-302025-11-05 MFC MANULIFE FINL CORP6.8K shares0.00%2025-09-302025-11-05 IBKR INTERACTIVE BROKERS GROUP IN3.0K sharesnew addition2025-09-302025-11-05 IWO ISHARES TR648 sharesnew addition2025-09-302025-11-05 AFG AMERICAN FINL GROUP INC OHIO1.4K sharesnew addition2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS4.0K sharesnew addition2025-09-302025-11-05 BND VANGUARD BD INDEX FDS2.7K shares17.05%2025-09-302025-11-05 XLY SELECT SECTOR SPDR TR693 shares0.43%2025-09-302025-11-05 VONV VANGUARD SCOTTSDALE FDS1.8K shares0.00%2025-09-302025-11-05 SLYG SPDR SERIES TRUST1.6K shares0.00%2025-09-302025-11-05 VV VANGUARD INDEX FDS476 shares0.00%2025-09-302025-11-05 SCHV SCHWAB STRATEGIC TR4.2K shares0.00%2025-09-302025-11-05 MTUM ISHARES TR455 shares0.00%2025-09-302025-11-05 DFUV DIMENSIONAL ETF TRUST2.6K shares0.00%2025-09-302025-11-05 QUAL ISHARES TR541 shares-14.80%2025-09-302025-11-05 SPYM SPDR SERIES TRUST1.2K shares0.00%2025-09-302025-11-05 MDYV SPDR SERIES TRUST1.1K shares0.00%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST1.3K shares0.00%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS1.1K shares0.00%2025-09-302025-11-05 EES WISDOMTREE TR1.2K shares0.00%2025-09-302025-11-05 CGW INVESCO EXCH TRADED FD TR II1.0K shares0.00%2025-09-302025-11-05 EFG ISHARES TR487 shares0.00%2025-09-302025-11-05 XLU SELECT SECTOR SPDR TR600 shares0.00%2025-09-302025-11-05 KBE SPDR SERIES TRUST850 shares0.00%2025-09-302025-11-05 IYR ISHARES TR508 shares0.00%2025-09-302025-11-05 XLI SELECT SECTOR SPDR TR300 shares0.00%2025-09-302025-11-05 SKYY FIRST TR EXCHANGE TRADED FD301 sharesnew addition2025-09-302025-11-05 SPYG SPDR SERIES TRUST300 shares0.00%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS389 shares253.64%2025-09-302025-11-05 SCHO SCHWAB STRATEGIC TR1.2K sharesnew addition2025-09-302025-11-05 FLOT ISHARES TR588 sharesnew addition2025-09-302025-11-05 VXF VANGUARD INDEX FDS139 shares0.00%2025-09-302025-11-05 GOVT ISHARES TR1.3K sharesnew addition2025-09-302025-11-05 VTV VANGUARD INDEX FDS112 shares0.00%2025-09-302025-11-05 VMBS VANGUARD SCOTTSDALE FDS399 sharesnew addition2025-09-302025-11-05 VOE VANGUARD INDEX FDS94 shares0.00%2025-09-302025-11-05 PGX INVESCO EXCH TRADED FD TR II1.4K shares0.00%2025-09-302025-11-05 SCHR SCHWAB STRATEGIC TR590 shares0.00%2025-09-302025-11-05 IJK ISHARES TR147 shares0.00%2025-09-302025-11-05 EFV ISHARES TR204 sharesnew addition2025-09-302025-11-05 IJJ ISHARES TR102 shares0.00%2025-09-302025-11-05 VOOG VANGUARD ADMIRAL FDS INC30 sharesnew addition2025-09-302025-11-05 IEF ISHARES TR126 sharesnew addition2025-09-302025-11-05 IYW ISHARES TR61 sharesnew addition2025-09-302025-11-05 PEY INVESCO EXCHANGE TRADED FD T512 shares0.00%2025-09-302025-11-05 VBR VANGUARD INDEX FDS34 shares0.00%2025-09-302025-11-05 TBIL RBB FD INC135 sharesnew addition2025-09-302025-11-05 USIG ISHARES TR125 sharesnew addition2025-09-302025-11-05 IYG ISHARES TR69 sharesnew addition2025-09-302025-11-05 VUG VANGUARD INDEX FDS10 shares0.00%2025-09-302025-11-05 SHY ISHARES TR25 sharesnew addition2025-09-302025-11-05 DFSD DIMENSIONAL ETF TRUST2 shares0.00%2025-09-302025-11-05 DWM WISDOMTREE TR1 shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available