The Analysis of Mayflower Financial Advisors, LLC's Holdings
Currently, Mayflower Financial Advisors, LLC holds 413 types of securities in its portfolio with a total value $826.1M. In the most recent quarter, they have increased their positions in IVE (+15.6K shares, valued at $3.3M), AVEM (+23.8K shares, valued at $1.8M), SPMO (+15.2K shares, valued at $1.8M); decreased their positions in QUAL (-21.6K shares, valued at $4.3M), MDY (-1.8K shares, valued at $1.1M), N/A (-2.5K shares, valued at $879.1K); initiated new positions in VRIG (+59.0K shares, valued at $1.5M), SPOT (+2.3K shares, valued at $1.3M), SGOV (+10.0K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR57.7K shares1.63%2025-12-312026-01-13
SPYM SPDR SERIES TRUST324.0K shares1.27%2025-12-312026-01-13 AAPL APPLE INC87.7K shares0.31%2025-12-312026-01-13 MSFT MICROSOFT CORP44.0K shares-1.24%2025-12-312026-01-13 QUAL ISHARES TR83.0K shares-20.67%2025-12-312026-01-13 W WAYFAIR INC162.7K shares0.09%2025-12-312026-01-13 IVW ISHARES TR119.5K shares1.68%2025-12-312026-01-13 SCHD SCHWAB STRATEGIC TR523.3K shares10.81%2025-12-312026-01-13 DYNF BLACKROCK ETF TRUST230.4K shares3.01%2025-12-312026-01-13 IVE ISHARES TR63.3K shares32.64%2025-12-312026-01-13 ALPHABET INC ALPHABET INC42.6K shares10.51%2025-12-312026-01-13 SPY SPDR S&P 500 ETF TR19.2K shares-0.29%2025-12-312026-01-13 NVDA NVIDIA CORPORATION66.3K shares-1.15%2025-12-312026-01-13 VTEB VANGUARD MUN BD FDS239.4K shares3.01%2025-12-312026-01-13 ALPHABET INC ALPHABET INC34.3K shares0.15%2025-12-312026-01-13 SCHZ SCHWAB STRATEGIC TR441.8K shares-2.64%2025-12-312026-01-13 IEMG ISHARES INC145.9K shares0.82%2025-12-312026-01-13 XLG INVESCO EXCHANGE TRADED FD T158.0K shares4.47%2025-12-312026-01-13 AMZN AMAZON COM INC37.5K shares3.47%2025-12-312026-01-13 EFV ISHARES TR120.2K shares-6.54%2025-12-312026-01-13 IUSB ISHARES TR179.7K shares4.50%2025-12-312026-01-13 IEFA ISHARES TR86.9K shares6.56%2025-12-312026-01-13 IJH ISHARES TR112.6K shares-2.64%2025-12-312026-01-13 KVYO KLAVIYO INC226.7K shares-2.77%2025-12-312026-01-13 BROADCOM INC BROADCOM INC20.3K shares-11.13%2025-12-312026-01-13 USMV ISHARES TR74.0K shares-1.40%2025-12-312026-01-13 IJR ISHARES TR57.1K shares7.94%2025-12-312026-01-13 BND VANGUARD BD INDEX FDS90.0K shares10.54%2025-12-312026-01-13 MS MORGAN STANLEY37.3K shares0.14%2025-12-312026-01-13 XTEN BONDBLOXX ETF TRUST140.5K shares4.56%2025-12-312026-01-13 VTI VANGUARD INDEX FDS19.2K shares3.35%2025-12-312026-01-13 VEA VANGUARD TAX-MANAGED FDS100.3K shares4.19%2025-12-312026-01-13 JPM JPMORGAN CHASE & CO.17.7K shares-2.46%2025-12-312026-01-13 MO ALTRIA GROUP INC95.8K shares15.03%2025-12-312026-01-13 OEF ISHARES TR15.8K shares-5.67%2025-12-312026-01-13 GLD SPDR GOLD TR13.7K shares-7.81%2025-12-312026-01-13 META META PLATFORMS INC7.9K shares8.33%2025-12-312026-01-13 THRO BLACKROCK ETF TRUST130.8K shares3.72%2025-12-312026-01-13 MBB ISHARES TR51.5K shares8.10%2025-12-312026-01-13 BINC BLACKROCK ETF TRUST II91.1K shares17.42%2025-12-312026-01-13 JNJ JOHNSON & JOHNSON23.2K shares44.74%2025-12-312026-01-13 MUB ISHARES TR44.3K shares5.33%2025-12-312026-01-13 BAI BLACKROCK ETF TRUST140.6K shares9.95%2025-12-312026-01-13 VIG VANGUARD SPECIALIZED FUNDS20.8K shares0.58%2025-12-312026-01-13 MATV MATIV HOLDINGS INC375.2K shares0.00%2025-12-312026-01-13 VT VANGUARD INTL EQUITY INDEX F31.3K shares1.35%2025-12-312026-01-13 ABBV ABBVIE INC19.2K shares0.41%2025-12-312026-01-13 SPMO INVESCO EXCH TRADED FD TR II36.6K shares70.74%2025-12-312026-01-13 PLTR PALANTIR TECHNOLOGIES INC24.2K shares-0.99%2025-12-312026-01-13 SUB ISHARES TR39.7K shares-0.58%2025-12-312026-01-13 SPMD SPDR SERIES TRUST72.8K shares-5.92%2025-12-312026-01-13 MDY SPDR S&P MIDCAP 400 ETF TR6.9K shares-20.61%2025-12-312026-01-13 LLY ELI LILLY & CO3.8K shares-0.03%2025-12-312026-01-13 ALPS ETF TR ALPS ETF TR82.9K shares-1.16%2025-12-312026-01-13 V VISA INC11.1K shares-2.65%2025-12-312026-01-13 AVEM AMERICAN CENTY ETF TR50.1K shares90.02%2025-12-312026-01-13 GLDM WORLD GOLD TR44.4K shares-2.42%2025-12-312026-01-13 IWM ISHARES TR15.4K shares3.73%2025-12-312026-01-13 RDVY FIRST TR EXCHANGE TRADED FD53.6K shares0.94%2025-12-312026-01-13 CVX CHEVRON CORP NEW23.3K shares-3.56%2025-12-312026-01-13 VTV VANGUARD INDEX FDS18.5K shares10.16%2025-12-312026-01-13 VO VANGUARD INDEX FDS11.6K shares-2.64%2025-12-312026-01-13 CGDG CAPITAL GROUP DIVIDEND GROWE91.0K shares10.91%2025-12-312026-01-13 HON HONEYWELL INTL INC16.5K shares-2.82%2025-12-312026-01-13 VEU VANGUARD INTL EQUITY INDEX F43.7K shares-0.34%2025-12-312026-01-13 ITOT ISHARES TR21.6K shares1.29%2025-12-312026-01-13 HDV ISHARES TR26.1K shares3.35%2025-12-312026-01-13 CAT CATERPILLAR INC5.3K shares-0.24%2025-12-312026-01-13 IAGG ISHARES TR59.2K shares-0.25%2025-12-312026-01-13 XOM EXXON MOBIL CORP24.2K shares0.04%2025-12-312026-01-13 BAC BANK AMERICA CORP52.0K shares-6.93%2025-12-312026-01-13 TSLA TESLA INC6.2K shares-3.03%2025-12-312026-01-13 MA MASTERCARD INCORPORATED4.8K shares-5.44%2025-12-312026-01-13 IWB ISHARES TR7.1K shares5.73%2025-12-312026-01-13 BKNG BOOKING HOLDINGS INC492 shares3.36%2025-12-312026-01-13 IYW ISHARES TR13.1K shares1.34%2025-12-312026-01-13 ABT ABBOTT LABS19.7K shares0.87%2025-12-312026-01-13 PG PROCTER AND GAMBLE CO17.0K shares-0.40%2025-12-312026-01-13 VUG VANGUARD INDEX FDS4.9K shares21.30%2025-12-312026-01-13 VXUS VANGUARD STAR FDS30.9K shares3.69%2025-12-312026-01-13 RTX RTX CORPORATION12.7K shares1.65%2025-12-312026-01-13 PM PHILIP MORRIS INTL INC14.4K shares13.26%2025-12-312026-01-13 CSCO CISCO SYS INC28.9K shares1.46%2025-12-312026-01-13 ESGU ISHARES TR14.9K shares0.01%2025-12-312026-01-13 ACWX ISHARES TR32.2K shares-1.76%2025-12-312026-01-13 CME CME GROUP INC7.9K shares0.05%2025-12-312026-01-13 IBM INTERNATIONAL BUSINESS MACHS7.1K shares2.94%2025-12-312026-01-13 IVLU ISHARES TR54.1K shares-4.24%2025-12-312026-01-13 HD HOME DEPOT INC6.0K shares7.85%2025-12-312026-01-13 DVY ISHARES TR14.4K shares0.06%2025-12-312026-01-13 HUBS HUBSPOT INC5.0K shares282.32%2025-12-312026-01-13 MINT PIMCO ETF TR19.8K shares10.45%2025-12-312026-01-13 VGLT VANGUARD SCOTTSDALE FDS35.4K shares1.41%2025-12-312026-01-13 VCSH VANGUARD SCOTTSDALE FDS24.5K shares0.18%2025-12-312026-01-13 IWY ISHARES TR6.9K shares-0.10%2025-12-312026-01-13 SHLD GLOBAL X FDS29.2K shares0.83%2025-12-312026-01-13 VCIT VANGUARD SCOTTSDALE FDS22.4K shares-1.42%2025-12-312026-01-13 EFA ISHARES TR19.4K shares4.30%2025-12-312026-01-13 JEPI J P MORGAN EXCHANGE TRADED F30.4K shares-3.24%2025-12-312026-01-13 CGUS CAPITAL GROUP CORE EQUITY ET42.9K shares-2.49%2025-12-312026-01-13 COST COSTCO WHSL CORP NEW2.0K shares1.60%2025-12-312026-01-13 GEV GE VERNOVA INC2.6K shares1.02%2025-12-312026-01-13 TMO THERMO FISHER SCIENTIFIC INC2.8K shares-0.53%2025-12-312026-01-13 SCCO SOUTHERN COPPER CORP11.1K shares-29.40%2025-12-312026-01-13 OUNZ VANECK MERK GOLD ETF38.1K shares1.82%2025-12-312026-01-13 UNH UNITEDHEALTH GROUP INC4.8K shares-8.77%2025-12-312026-01-13 PEP PEPSICO INC10.9K shares1.06%2025-12-312026-01-13 KO COCA COLA CO22.4K shares-12.13%2025-12-312026-01-13 GLW CORNING INC17.8K shares12.09%2025-12-312026-01-13 EEMV ISHARES INC24.3K shares-2.04%2025-12-312026-01-13 GS GOLDMAN SACHS GROUP INC1.7K shares-6.49%2025-12-312026-01-13 DGRO ISHARES TR21.9K shares-1.61%2025-12-312026-01-13 TJX TJX COS INC NEW9.9K shares-15.24%2025-12-312026-01-13 MCD MCDONALDS CORP4.9K shares-10.05%2025-12-312026-01-13 VRIG INVESCO ACTIVELY MANAGED EXC59.0K sharesnew addition2025-12-312026-01-13 PFE PFIZER INC58.8K shares16.30%2025-12-312026-01-13 CIBR FIRST TR EXCHANGE TRADED FD20.0K shares-1.21%2025-12-312026-01-13 NVS NOVARTIS AG10.4K shares1.15%2025-12-312026-01-13 TLH ISHARES TR13.8K shares-4.78%2025-12-312026-01-13 ORCL ORACLE CORP7.1K shares-0.90%2025-12-312026-01-13 SPOT SPOTIFY TECHNOLOGY S A2.3K sharesnew addition2025-12-312026-01-13 VWO VANGUARD INTL EQUITY INDEX F24.3K shares20.93%2025-12-312026-01-13 IBDR ISHARES TR53.1K shares43.56%2025-12-312026-01-13 TSM TAIWAN SEMICONDUCTOR MFG LTD4.2K shares6.61%2025-12-312026-01-13 TCAF T ROWE PRICE ETF INC33.1K shares-7.02%2025-12-312026-01-13 SHOP SHOPIFY INC7.8K shares0.13%2025-12-312026-01-13 FNV FRANCO NEV CORP6.0K shares0.02%2025-12-312026-01-13 EFG ISHARES TR10.7K shares-15.45%2025-12-312026-01-13 QYLD GLOBAL X FDS68.4K shares-0.44%2025-12-312026-01-13 HLI HOULIHAN LOKEY INC1.1M shares0.03%2025-12-312026-01-13 LOW LOWES COS INC4.9K shares1.21%2025-12-312026-01-13 AMD ADVANCED MICRO DEVICES INC5.5K shares0.70%2025-12-312026-01-13 SYK STRYKER CORPORATION3.3K shares-24.81%2025-12-312026-01-13 AXP AMERICAN EXPRESS CO3.1K shares-14.59%2025-12-312026-01-13 NOW SERVICENOW INC7.4K shares391.99%2025-12-312026-01-13 EMB ISHARES TR11.8K shares13.07%2025-12-312026-01-13 AMT AMERICAN TOWER CORP NEW6.4K shares-2.37%2025-12-312026-01-13 NEE NEXTERA ENERGY INC14.0K shares1.79%2025-12-312026-01-13 WM WASTE MGMT INC DEL5.1K shares-0.33%2025-12-312026-01-13 LMT LOCKHEED MARTIN CORP2.3K shares-0.56%2025-12-312026-01-13 AMGN AMGEN INC3.4K shares-3.86%2025-12-312026-01-13 EPD ENTERPRISE PRODS PARTNERS L34.6K shares-6.42%2025-12-312026-01-13 MU MICRON TECHNOLOGY INC3.9K shares-1.93%2025-12-312026-01-13 VYM VANGUARD WHITEHALL FDS7.6K shares0.01%2025-12-312026-01-13 DELL DELL TECHNOLOGIES INC8.4K shares-0.87%2025-12-312026-01-13 VZ VERIZON COMMUNICATIONS INC25.9K shares-4.49%2025-12-312026-01-13 IEV ISHARES TR15.4K shares-3.17%2025-12-312026-01-13 IBDS ISHARES TR42.3K shares165.55%2025-12-312026-01-13 T AT&T INC40.9K shares-0.05%2025-12-312026-01-13 ADP AUTOMATIC DATA PROCESSING IN3.9K shares-5.33%2025-12-312026-01-13 SGOV ISHARES TR10.0K sharesnew addition2025-12-312026-01-13 BIV VANGUARD BD INDEX FDS12.9K shares-7.55%2025-12-312026-01-13 BA BOEING CO4.6K shares-0.79%2025-12-312026-01-13 SPSB SPDR SERIES TRUST33.0K shares-0.68%2025-12-312026-01-13 LINDE PLC LINDE PLC2.3K shares-9.70%2025-12-312026-01-13 VV VANGUARD INDEX FDS3.1K shares6.11%2025-12-312026-01-13 WMT WALMART INC8.6K shares3.39%2025-12-312026-01-13 CGDV CAPITAL GROUP DIVIDEND VALUE21.9K shares2.16%2025-12-312026-01-13 TFI SPDR SERIES TRUST20.6K shares0.00%2025-12-312026-01-13 SCHF SCHWAB STRATEGIC TR38.5K shares0.00%2025-12-312026-01-13 NFLX NETFLIX INC9.6K shares876.48%2025-12-312026-01-13 CENCORA INC CENCORA INC2.6K shares-0.92%2025-12-312026-01-13 XLE SELECT SECTOR SPDR TR19.5K shares106.27%2025-12-312026-01-13 VB VANGUARD INDEX FDS3.4K shares-6.11%2025-12-312026-01-13 DIA SPDR DOW JONES INDL AVERAGE1.8K shares-32.61%2025-12-312026-01-13 HACK AMPLIFY ETF TR10.3K shares-0.96%2025-12-312026-01-13 SNOW SNOWFLAKE INC3.8K shares0.37%2025-12-312026-01-13 FNF FIDELITY NATIONAL FINANCIAL15.1K shares-3.13%2025-12-312026-01-13 WFC WELLS FARGO CO NEW8.7K shares0.68%2025-12-312026-01-13 UNP UNION PAC CORP3.5K shares17.30%2025-12-312026-01-13 TXN TEXAS INSTRS INC4.7K shares-16.49%2025-12-312026-01-13 CNI CANADIAN NATL RY CO8.1K shares-0.98%2025-12-312026-01-13 FTSL FIRST TR EXCHANGE-TRADED FD17.4K shares-9.27%2025-12-312026-01-13 IWD ISHARES TR3.8K shares-0.61%2025-12-312026-01-13 EEM ISHARES TR14.2K shares0.00%2025-12-312026-01-13 IDEV ISHARES TR9.4K shares125.99%2025-12-312026-01-13 UBER UBER TECHNOLOGIES INC9.4K shares9.17%2025-12-312026-01-13 EGHT 8X8 INC NEW389.1K shares2.01%2025-12-312026-01-13 IAUM ISHARES GOLD TR17.7K shares3.51%2025-12-312026-01-13 SOFI SOFI TECHNOLOGIES INC28.5K shares0.92%2025-12-312026-01-13 CRWD CROWDSTRIKE HLDGS INC1.6K shares-0.50%2025-12-312026-01-13 DIVO AMPLIFY ETF TR16.6K shares0.00%2025-12-312026-01-13 AGG ISHARES TR7.4K shares5.50%2025-12-312026-01-13 CVS CVS HEALTH CORP9.3K shares-0.73%2025-12-312026-01-13 MMM 3M CO4.5K shares-8.06%2025-12-312026-01-13 CMI CUMMINS INC1.4K shares-5.79%2025-12-312026-01-13 PH PARKER-HANNIFIN CORP802 shares0.25%2025-12-312026-01-13 XLK SELECT SECTOR SPDR TR4.9K shares100.00%2025-12-312026-01-13 CRM SALESFORCE INC2.6K shares-0.87%2025-12-312026-01-13 VNQ VANGUARD INDEX FDS7.7K shares-3.14%2025-12-312026-01-13 STT STATE STR CORP5.3K shares0.94%2025-12-312026-01-13 BOTZ GLOBAL X FDS18.6K shares1.09%2025-12-312026-01-13 ECL ECOLAB INC2.6K shares3.88%2025-12-312026-01-13 DIS DISNEY WALT CO5.8K shares-3.77%2025-12-312026-01-13 GE AEROSPACE GE AEROSPACE2.1K shares1.20%2025-12-312026-01-13 MYCF SSGA ACTIVE TR25.8K shares0.00%2025-12-312026-01-13 PANW PALO ALTO NETWORKS INC3.5K shares-2.02%2025-12-312026-01-13 VRTX VERTEX PHARMACEUTICALS INC1.4K shares12.37%2025-12-312026-01-13 SHV ISHARES TR5.8K shares0.00%2025-12-312026-01-13 WMB WILLIAMS COS INC10.4K shares-2.00%2025-12-312026-01-13 IWF ISHARES TR1.3K shares0.00%2025-12-312026-01-13 SPGI S&P GLOBAL INC1.2K shares-15.37%2025-12-312026-01-13 PICK ISHARES INC12.0K sharesnew addition2025-12-312026-01-13 INTC INTEL CORP16.4K shares-7.75%2025-12-312026-01-13 GNMA ISHARES TR13.6K shares-0.96%2025-12-312026-01-13 SHM SPDR SERIES TRUST12.5K shares-0.18%2025-12-312026-01-13 TLT ISHARES TR6.9K shares34.31%2025-12-312026-01-13 JEPQ J P MORGAN EXCHANGE TRADED F10.3K shares-6.67%2025-12-312026-01-13 SLV ISHARES SILVER TR9.2K shares-0.57%2025-12-312026-01-13 JMOM J P MORGAN EXCHANGE TRADED F8.7K shares2.71%2025-12-312026-01-13 IWV ISHARES TR1.5K shares0.00%2025-12-312026-01-13 IXUS ISHARES TR6.9K shares0.09%2025-12-312026-01-13 CB CHUBB LIMITED1.9K shares-23.15%2025-12-312026-01-13 XSOE WISDOMTREE TR14.9K shares-3.85%2025-12-312026-01-13 PWR QUANTA SVCS INC1.4K shares0.15%2025-12-312026-01-13 TER TERADYNE INC3.0K shares-23.49%2025-12-312026-01-13 SCHB SCHWAB STRATEGIC TR21.8K shares-6.42%2025-12-312026-01-13 SCHW SCHWAB CHARLES CORP5.7K shares-15.38%2025-12-312026-01-13 CL COLGATE PALMOLIVE CO7.2K shares4.25%2025-12-312026-01-13 MDLZ MONDELEZ INTL INC10.6K shares-25.28%2025-12-312026-01-13 ATI ATI INC5.0K shares24.69%2025-12-312026-01-13 EMXC ISHARES INC7.6K shares9.97%2025-12-312026-01-13 BKLC BNY MELLON ETF TRUST4.2K shares-0.75%2025-12-312026-01-13 NVT NVENT ELECTRIC PLC5.3K shares-12.57%2025-12-312026-01-13 SDY SPDR SERIES TRUST3.8K shares0.42%2025-12-312026-01-13 GILD GILEAD SCIENCES INC4.3K shares10.42%2025-12-312026-01-13 DSI ISHARES TR4.1K shares0.00%2025-12-312026-01-13 SPTS SPDR SERIES TRUST18.0K shares0.00%2025-12-312026-01-13 IBIT ISHARES BITCOIN TRUST ETF10.6K shares42.48%2025-12-312026-01-13 TT TRANE TECHNOLOGIES PLC1.3K shares-0.07%2025-12-312026-01-13 IXN ISHARES TR4.9K shares0.02%2025-12-312026-01-13 EMGF ISHARES INC8.9K shares-2.97%2025-12-312026-01-13 AON PLC AON PLC1.4K shares-0.83%2025-12-312026-01-13 NOC NORTHROP GRUMMAN CORP887 shares-15.28%2025-12-312026-01-13 COIN COINBASE GLOBAL INC2.2K shares15.36%2025-12-312026-01-13 SYY SYSCO CORP6.7K shares-4.70%2025-12-312026-01-13 FAF FIRST AMERN FINL CORP8.0K shares1.62%2025-12-312026-01-13 ZTS ZOETIS INC3.9K shares-7.20%2025-12-312026-01-13 ASML ASML HOLDING N V454 shares7.58%2025-12-312026-01-13 COF CAPITAL ONE FINL CORP2.0K shares0.30%2025-12-312026-01-13 NDAQ NASDAQ INC4.9K shares0.29%2025-12-312026-01-13 CGBL CAPITAL GROUP CORE BALANCED13.3K shares0.00%2025-12-312026-01-13 COP CONOCOPHILLIPS5.0K shares3.52%2025-12-312026-01-13 STIP ISHARES TR4.5K shares-27.26%2025-12-312026-01-13 PTLC PACER FDS TR8.3K shares0.00%2025-12-312026-01-13 INTU INTUIT694 shares-32.69%2025-12-312026-01-13 OKE ONEOK INC NEW6.2K shares-10.13%2025-12-312026-01-13 HIMU BLACKROCK ETF TRUST II9.4K shares-43.59%2025-12-312026-01-13 IGSB ISHARES TR8.6K shares-0.12%2025-12-312026-01-13 VLUE ISHARES TR3.3K shares0.00%2025-12-312026-01-13 FDX FEDEX CORP1.6K shares-4.88%2025-12-312026-01-13 EW EDWARDS LIFESCIENCES CORP5.3K shares-5.30%2025-12-312026-01-13 F FORD MTR CO33.7K shares0.42%2025-12-312026-01-13 UPS UNITED PARCEL SERVICE INC4.4K shares-19.93%2025-12-312026-01-13 DHR DANAHER CORPORATION1.9K shares-31.95%2025-12-312026-01-13 SPIB SPDR SERIES TRUST12.7K shares0.00%2025-12-312026-01-13 ADI ANALOG DEVICES INC1.6K shares5.48%2025-12-312026-01-13 IWN ISHARES TR2.3K shares-5.48%2025-12-312026-01-13 TQQQ PROSHARES TR8.0K shares91.64%2025-12-312026-01-13 CSX CSX CORP11.5K shares-0.13%2025-12-312026-01-13 BMY BRISTOL-MYERS SQUIBB CO7.7K shares-2.40%2025-12-312026-01-13 NUDM NUSHARES ETF TR11.3K shares2.64%2025-12-312026-01-13 SU SUNCOR ENERGY INC NEW9.1K sharesnew addition2025-12-312026-01-13 GDX VANECK ETF TRUST4.7K shares-0.11%2025-12-312026-01-13 BTI BRITISH AMERN TOB PLC7.1K shares2.04%2025-12-312026-01-13 HYG ISHARES TR5.0K shares-9.79%2025-12-312026-01-13 LHX L3HARRIS TECHNOLOGIES INC1.4K shares4.37%2025-12-312026-01-13 RSG REPUBLIC SVCS INC1.9K shares-0.95%2025-12-312026-01-13 CGGR CAPITAL GROUP GROWTH ETF9.0K shares0.00%2025-12-312026-01-13 PSX PHILLIPS 663.1K shares-0.88%2025-12-312026-01-13 SUSL ISHARES TR3.2K shares0.00%2025-12-312026-01-13 MTB M & T BK CORP1.9K shares0.52%2025-12-312026-01-13 ED CONSOLIDATED EDISON INC3.9K shares3.12%2025-12-312026-01-13 NEA NUVEEN AMT FREE QLTY MUN INC32.7K shares0.00%2025-12-312026-01-13 IJJ ISHARES TR2.9K shares-1.92%2025-12-312026-01-13 FNGU BANK MONTREAL QUE14.8K shares-11.49%2025-12-312026-01-13 TIP ISHARES TR3.4K shares-7.97%2025-12-312026-01-13 GM GENERAL MTRS CO4.6K shares-10.60%2025-12-312026-01-13 BRO BROWN & BROWN INC4.7K shares-14.41%2025-12-312026-01-13 KEY KEYCORP17.9K shares22.18%2025-12-312026-01-13 SJM SMUCKER J M CO3.8K shares-0.95%2025-12-312026-01-13 VXF VANGUARD INDEX FDS1.7K shares1.75%2025-12-312026-01-13 ADBE ADOBE INC1.0K shares-17.92%2025-12-312026-01-13 SMMD ISHARES TR4.8K shares0.02%2025-12-312026-01-13 IDXX IDEXX LABS INC535 shares0.75%2025-12-312026-01-13 FDS FACTSET RESH SYS INC1.2K shares3.58%2025-12-312026-01-13 WTW WILLIS TOWERS WATSON PLC LTD1.1K shares0.92%2025-12-312026-01-13 MTD METTLER TOLEDO INTERNATIONAL257 shares1.18%2025-12-312026-01-13 KKR & CO INC KKR & CO INC2.8K shares-0.11%2025-12-312026-01-13 CMCSA COMCAST CORP NEW11.9K shares-19.08%2025-12-312026-01-13 QCOM QUALCOMM INC2.1K shares30.04%2025-12-312026-01-13 MMC MARSH & MCLENNAN COS INC1.9K shares-27.85%2025-12-312026-01-13 IWP ISHARES TR2.6K shares-5.07%2025-12-312026-01-13 GOVT ISHARES TR15.2K shares4.17%2025-12-312026-01-13 IBHG ISHARES TR15.7K sharesnew addition2025-12-312026-01-13 DTD WISDOMTREE TR4.1K shares0.00%2025-12-312026-01-13 IYE ISHARES TR7.3K shares-0.06%2025-12-312026-01-13 ACGL ARCH CAP GROUP LTD3.6K sharesnew addition2025-12-312026-01-13 DE DEERE & CO736 shares1.24%2025-12-312026-01-13 XLF SELECT SECTOR SPDR TR6.2K shares21.02%2025-12-312026-01-13 CGGO CAPITAL GROUP GBL GROWTH EQT9.7K shares0.30%2025-12-312026-01-13 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.3K shares6.04%2025-12-312026-01-13 CW CURTISS WRIGHT CORP611 shares2.86%2025-12-312026-01-13 TOST TOAST INC9.4K shares0.57%2025-12-312026-01-13 AMRZ AMRIZE LTD6.1K shares0.61%2025-12-312026-01-13 IJK ISHARES TR3.4K shares-5.18%2025-12-312026-01-13 AMAT APPLIED MATLS INC1.3K shares0.95%2025-12-312026-01-13 HUBBELL INC HUBBELL INC738 shares-0.54%2025-12-312026-01-13 UPRO PROSHARES TR2.8K shares-2.28%2025-12-312026-01-13 VBIL VANGUARD INSTL INDEX FD4.3K sharesnew addition2025-12-312026-01-13 VFH VANGUARD WORLD FD2.4K shares-21.85%2025-12-312026-01-13 IBHF ISHARES TR14.0K sharesnew addition2025-12-312026-01-13 ULTA ULTA BEAUTY INC531 shares-5.52%2025-12-312026-01-13 JAAA JANUS DETROIT STR TR6.3K sharesnew addition2025-12-312026-01-13 NKE NIKE INC5.0K shares-40.98%2025-12-312026-01-13 BABA ALIBABA GROUP HLDG LTD2.2K shares-21.99%2025-12-312026-01-13 CINF CINCINNATI FINL CORP1.9K shares0.73%2025-12-312026-01-13 VIGI VANGUARD WHITEHALL FDS3.4K shares0.00%2025-12-312026-01-13 JCI JOHNSON CTLS INTL PLC2.6K shares13.48%2025-12-312026-01-13 AXON AXON ENTERPRISE INC536 shares27.01%2025-12-312026-01-13 ILCV ISHARES TR3.2K shares-1.18%2025-12-312026-01-13 IJT ISHARES TR2.1K shares-10.34%2025-12-312026-01-13 IGRO ISHARES TR3.6K shares-1.86%2025-12-312026-01-13 SONY SONY GROUP CORP11.2K shares-1.78%2025-12-312026-01-13 URI UNITED RENTALS INC353 shares12.78%2025-12-312026-01-13 NVO NOVO-NORDISK A S5.6K shares-15.89%2025-12-312026-01-13 ET ENERGY TRANSFER L P17.1K shares0.00%2025-12-312026-01-13 PBA PEMBINA PIPELINE CORP7.3K shares2.13%2025-12-312026-01-13 NET CLOUDFLARE INC1.4K shares7.80%2025-12-312026-01-13 AWK AMERICAN WTR WKS CO INC NEW2.1K shares1.82%2025-12-312026-01-13 BNDX VANGUARD CHARLOTTE FDS5.7K sharesnew addition2025-12-312026-01-13 EWC ISHARES INC5.1K shares9.91%2025-12-312026-01-13 SCHJ SCHWAB STRATEGIC TR10.9K shares6.16%2025-12-312026-01-13 EMR EMERSON ELEC CO2.0K shares0.74%2025-12-312026-01-13 SPYV SPDR SERIES TRUST4.8K shares27.86%2025-12-312026-01-13 SPDW SPDR INDEX SHS FDS6.1K shares8.45%2025-12-312026-01-13 MKC MCCORMICK & CO INC4.0K sharesnew addition2025-12-312026-01-13 UNILEVER PLC UNILEVER PLC4.1K sharesnew addition2025-12-312026-01-13 EBC EASTERN BANKSHARES INC14.5K shares26.81%2025-12-312026-01-13 O REALTY INCOME CORP4.7K shares-0.11%2025-12-312026-01-13 CMC COMMERCIAL METALS CO3.8K sharesnew addition2025-12-312026-01-13 XLI SELECT SECTOR SPDR TR1.7K shares0.29%2025-12-312026-01-13 RIO RIO TINTO PLC3.3K sharesnew addition2025-12-312026-01-13 ISRG INTUITIVE SURGICAL INC464 shares0.65%2025-12-312026-01-13 ITW ILLINOIS TOOL WKS INC1.1K shares3.80%2025-12-312026-01-13 IBN ICICI BANK LIMITED8.8K shares19.50%2025-12-312026-01-13 NBB NUVEEN TAXABLE MUNICPAL INM16.6K shares58.04%2025-12-312026-01-13 OCTT AIM ETF PRODUCTS TRUST5.9K shares0.00%2025-12-312026-01-13 NEAR ISHARES U S ETF TR5.0K shares0.00%2025-12-312026-01-13 DOV DOVER CORP1.3K shares-1.80%2025-12-312026-01-13 SHY ISHARES TR3.1K shares0.00%2025-12-312026-01-13 IDV ISHARES TR6.4K shares4.75%2025-12-312026-01-13 NUV NUVEEN MUN VALUE FD INC27.4K shares0.00%2025-12-312026-01-13 CEG CONSTELLATION ENERGY CORP697 shares5.29%2025-12-312026-01-13 KMI KINDER MORGAN INC DEL8.9K shares-19.58%2025-12-312026-01-13 MNST MONSTER BEVERAGE CORP NEW3.2K shares5.78%2025-12-312026-01-13 ROST ROSS STORES INC1.3K shares1.97%2025-12-312026-01-13 CGGE CAPITAL GROUP GLOBAL EQUITY7.6K shares0.00%2025-12-312026-01-13 MSCI MSCI INC409 shares-0.49%2025-12-312026-01-13 HOOD ROBINHOOD MKTS INC2.1K shares-22.99%2025-12-312026-01-13 TRV TRAVELERS COMPANIES INC796 shares1.40%2025-12-312026-01-13 FDVV FIDELITY COVINGTON TRUST4.0K shares0.32%2025-12-312026-01-13 BR BROADRIDGE FINL SOLUTIONS IN1.0K shares-2.48%2025-12-312026-01-13 SO SOUTHERN CO2.6K shares0.23%2025-12-312026-01-13 IBDT ISHARES TR8.8K sharesnew addition2025-12-312026-01-13 AEP AMERICAN ELEC PWR CO INC1.9K shares1.84%2025-12-312026-01-13 UCON FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2025-12-312026-01-13 USB US BANCORP DEL4.1K sharesnew addition2025-12-312026-01-13 ITA ISHARES TR1.0K sharesnew addition2025-12-312026-01-13 SYF SYNCHRONY FINANCIAL2.6K sharesnew addition2025-12-312026-01-13 ICSH ISHARES TR4.2K sharesnew addition2025-12-312026-01-13 TM TOYOTA MOTOR CORP991 sharesnew addition2025-12-312026-01-13 MGC VANGUARD WORLD FD840 shares0.00%2025-12-312026-01-13 CBZ CBIZ INC4.2K shares-10.44%2025-12-312026-01-13 SHEL SHELL PLC2.9K sharesnew addition2025-12-312026-01-13 TFC TRUIST FINL CORP4.3K sharesnew addition2025-12-312026-01-13 VOT VANGUARD INDEX FDS751 sharesnew addition2025-12-312026-01-13 AZN ASTRAZENECA PLC2.2K sharesnew addition2025-12-312026-01-13 BSX BOSTON SCIENTIFIC CORP2.2K sharesnew addition2025-12-312026-01-13 VBR VANGUARD INDEX FDS969 sharesnew addition2025-12-312026-01-13 BBT BEACON FINANCIAL CORP.7.7K sharesnew addition2025-12-312026-01-13 BSV VANGUARD BD INDEX FDS2.6K shares-17.38%2025-12-312026-01-13 BP BP PLC5.8K sharesnew addition2025-12-312026-01-13 SOC SABLE OFFSHORE CORP18.2K shares38.28%2025-12-312026-01-13 SAN BANCO SANTANDER SA13.9K shares22.65%2025-12-312026-01-13 GLUE MONTE ROSA THERAPEUTICS INC10.0K sharesnew addition2025-12-312026-01-13 BTZ BLACKROCK CR ALLOCATION INCO13.5K shares-3.57%2025-12-312026-01-13 TE T1 ENERGY INC21.4K sharesnew addition2025-12-312026-01-13 NMR NOMURA HLDGS INC12.5K sharesnew addition2025-12-312026-01-13 ELTX ELICIO THERAPEUTICS INC10.0K shares0.00%2025-12-312026-01-13 WIT WIPRO LTD15.8K shares-5.64%2025-12-312026-01-13 SLQT SELECTQUOTE INC28.5K shares-35.58%2025-12-312026-01-13 Call Option Holdings
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Put Option Holdings