The Analysis of Mayflower Financial Advisors, LLC's Holdings


Currently, Mayflower Financial Advisors, LLC holds 405 types of securities in its portfolio with a total value $795.7M. In the most recent quarter, they have increased their positions in XLG (+84.1K shares, valued at $4.8M), VTEB (+53.0K shares, valued at $2.7M), DYNF (+42.8K shares, valued at $2.5M); decreased their positions in EFG (-29.1K shares, valued at $3.3M), IYW (-13.9K shares, valued at $2.7M), EFV (-30.6K shares, valued at $2.1M); initiated new positions in SHLD (+28.9K shares, valued at $2.0M), AVEM (+26.4K shares, valued at $2.0M), IWY (+6.9K shares, valued at $1.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR56.7K shares-3.96%2025-09-302025-10-17history
SPYM SPDR SERIES TRUST320.0K shares3.84%2025-09-302025-10-17history
MSFT MICROSOFT CORP44.6K shares5.22%2025-09-302025-10-17history
AAPL APPLE INC87.4K shares0.92%2025-09-302025-10-17history
QUAL ISHARES TR104.6K shares-8.95%2025-09-302025-10-17history
W WAYFAIR INC162.5K shares0.02%2025-09-302025-10-17history
IVW ISHARES TR117.5K shares4.77%2025-09-302025-10-17history
DYNF BLACKROCK ETF TRUST223.6K shares23.68%2025-09-302025-10-17history
Sponsored
SCHD SCHWAB STRATEGIC TR472.3K shares15.23%2025-09-302025-10-17history
SPY SPDR S&P 500 ETF TR19.3K shares-3.07%2025-09-302025-10-17history
NVDA NVIDIA CORPORATION67.1K shares-0.01%2025-09-302025-10-17history
VTEB VANGUARD MUN BD FDS232.4K shares29.51%2025-09-302025-10-17history
SCHZ SCHWAB STRATEGIC TR453.7K shares5.27%2025-09-302025-10-17history
BRK.B BERKSHIRE HATHAWAY INC DEL20.1K shares-3.47%2025-09-302025-10-17history
IVE ISHARES TR47.8K shares5.47%2025-09-302025-10-17history
IEMG ISHARES INC144.7K shares-9.27%2025-09-302025-10-17history
Sponsored
GOOGL ALPHABET INC38.6K shares-0.33%2025-09-302025-10-17history
EFV ISHARES TR128.7K shares-19.22%2025-09-302025-10-17history
XLG INVESCO EXCHANGE TRADED FD T151.2K shares125.43%2025-09-302025-10-17history
GOOG ALPHABET INC34.3K shares1.61%2025-09-302025-10-17history
IUSB ISHARES TR172.0K shares-13.37%2025-09-302025-10-17history
AMZN AMAZON COM INC36.2K shares5.78%2025-09-302025-10-17history
IJH ISHARES TR115.7K shares-3.99%2025-09-302025-10-17history
AVGO BROADCOM INC22.8K shares3.25%2025-09-302025-10-17history
Sponsored
USMV ISHARES TR75.0K shares-2.73%2025-09-302025-10-17history
IEFA ISHARES TR81.5K shares1.87%2025-09-302025-10-17history
KVYO KLAVIYO INC233.2K shares0.00%2025-09-302025-10-17history
IJR ISHARES TR52.9K shares-2.39%2025-09-302025-10-17history
XTEN BONDBLOXX ETF TRUST134.3K shares22.48%2025-09-302025-10-17history
VOO VANGUARD INDEX FDS10.1K shares8.88%2025-09-302025-10-17history
VTI VANGUARD INDEX FDS18.6K shares-3.74%2025-09-302025-10-17history
BND VANGUARD BD INDEX FDS81.4K shares6.93%2025-09-302025-10-17history
Sponsored
MS MORGAN STANLEY37.3K shares-2.76%2025-09-302025-10-17history
VEA VANGUARD TAX-MANAGED FDS96.2K shares-3.00%2025-09-302025-10-17history
JPM JPMORGAN CHASE & CO.18.2K shares1.55%2025-09-302025-10-17history
OEF ISHARES TR16.8K shares-2.19%2025-09-302025-10-17history
MO ALTRIA GROUP INC83.3K shares5.44%2025-09-302025-10-17history
META META PLATFORMS INC7.3K shares1.61%2025-09-302025-10-17history
GLD SPDR GOLD TR14.8K shares-1.25%2025-09-302025-10-17history
MDY SPDR S&P MIDCAP 400 ETF TR8.7K shares-3.39%2025-09-302025-10-17history
Sponsored
THRO BLACKROCK ETF TRUST126.1K shares3.79%2025-09-302025-10-17history
MBB ISHARES TR47.7K shares10.30%2025-09-302025-10-17history
MUB ISHARES TR42.1K shares-18.04%2025-09-302025-10-17history
PLTR PALANTIR TECHNOLOGIES INC24.5K shares-2.83%2025-09-302025-10-17history
VIG VANGUARD SPECIALIZED FUNDS20.7K shares41.73%2025-09-302025-10-17history
SPMD SPDR SERIES TRUST77.4K shares14.25%2025-09-302025-10-17history
ABBV ABBVIE INC19.1K shares21.77%2025-09-302025-10-17history
BAI BLACKROCK ETF TRUST127.9K shares123.27%2025-09-302025-10-17history
Sponsored
SUB ISHARES TR39.9K shares-2.57%2025-09-302025-10-17history
VT VANGUARD INTL EQUITY INDEX F30.9K shares1.68%2025-09-302025-10-17history
MATV MATIV HOLDINGS INC375.2K shares-0.68%2025-09-302025-10-17history
BINC BLACKROCK ETF TRUST II77.6K shares7.84%2025-09-302025-10-17history
AMLP ALPS ETF TR83.9K shares-1.07%2025-09-302025-10-17history
V VISA INC11.4K shares-10.23%2025-09-302025-10-17history
CVX CHEVRON CORP NEW24.2K shares8.24%2025-09-302025-10-17history
QQQ INVESCO QQQ TR6.1K shares1.18%2025-09-302025-10-17history
Sponsored
IWM ISHARES TR14.8K shares-0.01%2025-09-302025-10-17history
HON HONEYWELL INTL INC17.0K shares-0.79%2025-09-302025-10-17history
RDVY FIRST TR EXCHANGE TRADED FD53.1K shares218.78%2025-09-302025-10-17history
VO VANGUARD INDEX FDS11.9K shares0.57%2025-09-302025-10-17history
GLDM WORLD GOLD TR45.5K shares53.09%2025-09-302025-10-17history
VTV VANGUARD INDEX FDS16.8K shares17.08%2025-09-302025-10-17history
VEU VANGUARD INTL EQUITY INDEX F43.8K shares-1.94%2025-09-302025-10-17history
ITOT ISHARES TR21.3K shares0.40%2025-09-302025-10-17history
Sponsored
HDV ISHARES TR25.2K shares0.13%2025-09-302025-10-17history
IAGG ISHARES TR59.4K shares10.51%2025-09-302025-10-17history
JNJ JOHNSON & JOHNSON16.0K shares7.08%2025-09-302025-10-17history
MA MASTERCARD INCORPORATED5.1K shares2.38%2025-09-302025-10-17history
BAC BANK AMERICA CORP55.9K shares3.62%2025-09-302025-10-17history
LLY ELI LILLY & CO3.8K shares13.16%2025-09-302025-10-17history
CGDG CAPITAL GROUP DIVIDEND GROWE82.1K shares45.29%2025-09-302025-10-17history
TSLA TESLA INC6.4K shares0.85%2025-09-302025-10-17history
Sponsored
XOM EXXON MOBIL CORP24.2K shares-4.90%2025-09-302025-10-17history
PG PROCTER AND GAMBLE CO17.1K shares-1.66%2025-09-302025-10-17history
ABT ABBOTT LABS19.5K shares13.97%2025-09-302025-10-17history
SPMO INVESCO EXCH TRADED FD TR II21.4K shares-0.67%2025-09-302025-10-17history
BKNG BOOKING HOLDINGS INC476 shares0.85%2025-09-302025-10-17history
CAT CATERPILLAR INC5.4K shares34.17%2025-09-302025-10-17history
IYW ISHARES TR12.9K shares-51.83%2025-09-302025-10-17history
IWB ISHARES TR6.7K shares-3.72%2025-09-302025-10-17history
Sponsored
HD HOME DEPOT INC5.5K shares4.44%2025-09-302025-10-17history
VXUS VANGUARD STAR FDS29.8K shares0.43%2025-09-302025-10-17history
ESGU ISHARES TR14.9K shares0.04%2025-09-302025-10-17history
CME CME GROUP INC7.9K shares0.19%2025-09-302025-10-17history
ACWX ISHARES TR32.8K shares-7.12%2025-09-302025-10-17history
RTX RTX CORPORATION12.5K shares-16.48%2025-09-302025-10-17history
PM PHILIP MORRIS INTL INC12.7K shares-5.82%2025-09-302025-10-17history
DVY ISHARES TR14.4K shares-4.17%2025-09-302025-10-17history
Sponsored
SHLD GLOBAL X FDS28.9K sharesnew addition2025-09-302025-10-17history
ORCL ORACLE CORP7.2K shares0.38%2025-09-302025-10-17history
IVLU ISHARES TR56.4K shares-9.46%2025-09-302025-10-17history
VGLT VANGUARD SCOTTSDALE FDS34.9K shares-2.44%2025-09-302025-10-17history
AVEM AMERICAN CENTY ETF TR26.4K sharesnew addition2025-09-302025-10-17history
VCSH VANGUARD SCOTTSDALE FDS24.5K shares3.45%2025-09-302025-10-17history
VUG VANGUARD INDEX FDS4.1K shares17.65%2025-09-302025-10-17history
IBDQ ISHARES TR77.4K shares8.50%2025-09-302025-10-17history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS6.9K shares-4.77%2025-09-302025-10-17history
CSCO CISCO SYS INC28.4K shares0.55%2025-09-302025-10-17history
VCIT VANGUARD SCOTTSDALE FDS22.7K shares1.40%2025-09-302025-10-17history
SCCO SOUTHERN COPPER CORP15.7K shares-7.55%2025-09-302025-10-17history
IWY ISHARES TR6.9K sharesnew addition2025-09-302025-10-17history
BLK BLACKROCK INC1.6K shares-2.58%2025-09-302025-10-17history
UNH UNITEDHEALTH GROUP INC5.2K shares-0.46%2025-09-302025-10-17history
MINT PIMCO ETF TR17.9K shares26.23%2025-09-302025-10-17history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F31.4K shares-1.45%2025-09-302025-10-17history
COST COSTCO WHSL CORP NEW1.9K shares0.16%2025-09-302025-10-17history
CGUS CAPITAL GROUP CORE EQUITY ET44.0K shares1.91%2025-09-302025-10-17history
EFA ISHARES TR18.6K shares0.00%2025-09-302025-10-17history
KO COCA COLA CO25.5K shares1.34%2025-09-302025-10-17history
TJX TJX COS INC NEW11.6K shares-21.95%2025-09-302025-10-17history
MCD MCDONALDS CORP5.5K shares4.18%2025-09-302025-10-17history
SYK STRYKER CORPORATION4.4K shares2.74%2025-09-302025-10-17history
Sponsored
IAU ISHARES GOLD TR22.4K shares11.26%2025-09-302025-10-17history
MRK MERCK & CO INC19.3K shares-3.92%2025-09-302025-10-17history
EEMV ISHARES INC24.8K shares-2.80%2025-09-302025-10-17history
GEV GE VERNOVA INC2.6K shares4.84%2025-09-302025-10-17history
CIBR FIRST TR EXCHANGE TRADED FD20.3K shares-11.52%2025-09-302025-10-17history
PEP PEPSICO INC10.8K shares-1.95%2025-09-302025-10-17history
DGRO ISHARES TR22.2K shares-4.69%2025-09-302025-10-17history
TLH ISHARES TR14.5K shares17.99%2025-09-302025-10-17history
Sponsored
GS GOLDMAN SACHS GROUP INC1.8K shares-0.05%2025-09-302025-10-17history
EFG ISHARES TR12.7K shares-69.66%2025-09-302025-10-17history
ETN EATON CORP PLC3.8K shares6.22%2025-09-302025-10-17history
OUNZ VANECK MERK GOLD ETF37.4K shares0.90%2025-09-302025-10-17history
NOW SERVICENOW INC1.5K shares2.72%2025-09-302025-10-17history
TMO THERMO FISHER SCIENTIFIC INC2.8K shares0.89%2025-09-302025-10-17history
BX BLACKSTONE INC8.0K shares-1.45%2025-09-302025-10-17history
TCAF T ROWE PRICE ETF INC35.6K shares-5.78%2025-09-302025-10-17history
Sponsored
FNV FRANCO NEV CORP6.0K shares-2.47%2025-09-302025-10-17history
NVS NOVARTIS AG10.3K shares1.07%2025-09-302025-10-17history
GLW CORNING INC15.9K shares-2.11%2025-09-302025-10-17history
PFE PFIZER INC50.6K shares-0.97%2025-09-302025-10-17history
AMT AMERICAN TOWER CORP NEW6.6K shares-2.56%2025-09-302025-10-17history
LIN LINDE PLC2.6K shares4.12%2025-09-302025-10-17history
LOW LOWES COS INC4.9K shares-3.01%2025-09-302025-10-17history
AXP AMERICAN EXPRESS CO3.7K shares5.54%2025-09-302025-10-17history
Sponsored
DIA SPDR DOW JONES INDL AVERAGE2.6K shares-3.89%2025-09-302025-10-17history
ADP AUTOMATIC DATA PROCESSING IN4.1K shares-4.38%2025-09-302025-10-17history
DELL DELL TECHNOLOGIES INC8.5K shares9.68%2025-09-302025-10-17history
VZ VERIZON COMMUNICATIONS INC27.1K shares3.12%2025-09-302025-10-17history
NFLX NETFLIX INC982 shares3.26%2025-09-302025-10-17history
QYLD GLOBAL X FDS68.7K sharesnew addition2025-09-302025-10-17history
SHOP SHOPIFY INC7.8K shares-3.24%2025-09-302025-10-17history
HLI HOULIHAN LOKEY INC1.1M sharesnew addition2025-09-302025-10-17history
Sponsored
LMT LOCKHEED MARTIN CORP2.3K shares-3.21%2025-09-302025-10-17history
EPD ENTERPRISE PRODS PARTNERS L37.0K shares11.29%2025-09-302025-10-17history
T AT&T INC40.9K shares5.42%2025-09-302025-10-17history
WM WASTE MGMT INC DEL5.1K shares1.33%2025-09-302025-10-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD3.9K shares13.51%2025-09-302025-10-17history
VWO VANGUARD INTL EQUITY INDEX F20.1K shares-13.00%2025-09-302025-10-17history
BIV VANGUARD BD INDEX FDS13.9K shares-7.21%2025-09-302025-10-17history
VYM VANGUARD WHITEHALL FDS7.6K shares6.58%2025-09-302025-10-17history
Sponsored
IEV ISHARES TR15.9K shares-28.09%2025-09-302025-10-17history
NEE NEXTERA ENERGY INC13.7K shares-2.17%2025-09-302025-10-17history
TXN TEXAS INSTRS INC5.6K shares2.16%2025-09-302025-10-17history
SPSB SPDR SERIES TRUST33.3K shares0.02%2025-09-302025-10-17history
BA BOEING CO4.7K shares3.33%2025-09-302025-10-17history
AMGN AMGEN INC3.5K shares1.05%2025-09-302025-10-17history
EMB ISHARES TR10.4K shares9.17%2025-09-302025-10-17history
CP CANADIAN PACIFIC KANSAS CITY13.1K shares-0.47%2025-09-302025-10-17history
Sponsored
C CITIGROUP INC9.3K shares-8.36%2025-09-302025-10-17history
FNF FIDELITY NATIONAL FINANCIAL15.6K shares0.37%2025-09-302025-10-17history
TTE TOTALENERGIES SE15.8K shares9.20%2025-09-302025-10-17history
TFI SPDR SERIES TRUST20.6K shares-52.48%2025-09-302025-10-17history
VV VANGUARD INDEX FDS3.0K shares-0.47%2025-09-302025-10-17history
DUK DUKE ENERGY CORP NEW7.4K shares0.63%2025-09-302025-10-17history
VB VANGUARD INDEX FDS3.6K shares0.48%2025-09-302025-10-17history
HACK AMPLIFY ETF TR10.4K shares-3.48%2025-09-302025-10-17history
Sponsored
CGDV CAPITAL GROUP DIVIDEND VALUE21.4K shares-17.65%2025-09-302025-10-17history
IBDR ISHARES TR37.0K shares6.58%2025-09-302025-10-17history
SCHF SCHWAB STRATEGIC TR38.5K shares0.00%2025-09-302025-10-17history
MDLZ MONDELEZ INTL INC14.2K shares1.46%2025-09-302025-10-17history
AMD ADVANCED MICRO DEVICES INC5.4K shares16.40%2025-09-302025-10-17history
FTSL FIRST TR EXCHANGE-TRADED FD19.2K sharesnew addition2025-09-302025-10-17history
WMT WALMART INC8.3K shares8.45%2025-09-302025-10-17history
SNOW SNOWFLAKE INC3.8K shares-3.27%2025-09-302025-10-17history
Sponsored
XLE SELECT SECTOR SPDR TR9.4K shares2.24%2025-09-302025-10-17history
UBER UBER TECHNOLOGIES INC8.6K shares-0.08%2025-09-302025-10-17history
COR CENCORA INC2.6K shares-1.13%2025-09-302025-10-17history
HIMU BLACKROCK ETF TRUST II16.6K shares63.12%2025-09-302025-10-17history
EGHT 8X8 INC NEW381.5K shares0.00%2025-09-302025-10-17history
ACN ACCENTURE PLC IRELAND3.3K shares3.34%2025-09-302025-10-17history
CRWD CROWDSTRIKE HLDGS INC1.6K shares-1.42%2025-09-302025-10-17history
CWK CUSHMAN WAKEFIELD PLC49.0K shares0.88%2025-09-302025-10-17history
Sponsored
CNI CANADIAN NATL RY CO8.2K shares-5.77%2025-09-302025-10-17history
IWD ISHARES TR3.8K shares0.58%2025-09-302025-10-17history
MMM 3M CO4.9K shares0.57%2025-09-302025-10-17history
EEM ISHARES TR14.2K shares-7.04%2025-09-302025-10-17history
SOFI SOFI TECHNOLOGIES INC28.3K shares-6.99%2025-09-302025-10-17history
DIVO AMPLIFY ETF TR16.6K shares0.00%2025-09-302025-10-17history
VNQ VANGUARD INDEX FDS8.0K shares-2.57%2025-09-302025-10-17history
PANW PALO ALTO NETWORKS INC3.6K shares20.59%2025-09-302025-10-17history
Sponsored
WFC WELLS FARGO CO NEW8.7K shares58.75%2025-09-302025-10-17history
UNP UNION PAC CORP3.0K shares4.56%2025-09-302025-10-17history
INTU INTUIT1.0K shares13.67%2025-09-302025-10-17history
CVS CVS HEALTH CORP9.3K shares9.39%2025-09-302025-10-17history
AGG ISHARES TR7.0K shares0.39%2025-09-302025-10-17history
DIS DISNEY WALT CO6.1K shares-2.61%2025-09-302025-10-17history
XLK SELECT SECTOR SPDR TR2.4K shares-1.13%2025-09-302025-10-17history
CB CHUBB LIMITED2.4K shares8.10%2025-09-302025-10-17history
Sponsored
SPGI S&P GLOBAL INC1.4K shares-1.35%2025-09-302025-10-17history
ECL ECOLAB INC2.5K shares-1.04%2025-09-302025-10-17history
WMB WILLIAMS COS INC10.6K shares69.76%2025-09-302025-10-17history
MU MICRON TECHNOLOGY INC3.9K shares2.21%2025-09-302025-10-17history
IAUM ISHARES GOLD TR17.1K shares14.25%2025-09-302025-10-17history
BOTZ GLOBAL X FDS18.4K shares4.32%2025-09-302025-10-17history
COIN COINBASE GLOBAL INC1.9K shares1.10%2025-09-302025-10-17history
MYCF SSGA ACTIVE TR25.8K shares-7.19%2025-09-302025-10-17history
Sponsored
SCHW SCHWAB CHARLES CORP6.8K shares0.54%2025-09-302025-10-17history
STIP ISHARES TR6.2K shares7.71%2025-09-302025-10-17history
SHV ISHARES TR5.8K shares0.00%2025-09-302025-10-17history
NOC NORTHROP GRUMMAN CORP1.0K shares5.33%2025-09-302025-10-17history
JEPQ J P MORGAN EXCHANGE TRADED F11.0K shares0.13%2025-09-302025-10-17history
GE GE AEROSPACE2.1K shares3.32%2025-09-302025-10-17history
CMI CUMMINS INC1.5K shares1.43%2025-09-302025-10-17history
CRM SALESFORCE INC2.6K shares-22.25%2025-09-302025-10-17history
Sponsored
ZTS ZOETIS INC4.2K shares17.45%2025-09-302025-10-17history
IWF ISHARES TR1.3K shares0.85%2025-09-302025-10-17history
HUBS HUBSPOT INC1.3K shares-14.52%2025-09-302025-10-17history
GNMA ISHARES TR13.7K shares-6.20%2025-09-302025-10-17history
PH PARKER-HANNIFIN CORP800 shares1.65%2025-09-302025-10-17history
STT STATE STR CORP5.2K shares-2.32%2025-09-302025-10-17history
SHM SPDR SERIES TRUST12.5K shares-0.02%2025-09-302025-10-17history
EVCM EVERCOMMERCE INC54.1K shares-16.90%2025-09-302025-10-17history
Sponsored
NVT NVENT ELECTRIC PLC6.1K shares21.91%2025-09-302025-10-17history
INTC INTEL CORP17.8K shares4.62%2025-09-302025-10-17history
SCHB SCHWAB STRATEGIC TR23.3K shares0.00%2025-09-302025-10-17history
ICE INTERCONTINENTAL EXCHANGE IN3.5K shares4.22%2025-09-302025-10-17history
NKE NIKE INC8.5K shares-33.86%2025-09-302025-10-17history
XSOE WISDOMTREE TR15.5K shares-16.12%2025-09-302025-10-17history
MDT MEDTRONIC PLC6.2K shares2.92%2025-09-302025-10-17history
SYY SYSCO CORP7.1K shares0.93%2025-09-302025-10-17history
Sponsored
IWV ISHARES TR1.5K shares0.00%2025-09-302025-10-17history
JMOM J P MORGAN EXCHANGE TRADED F8.4K shares-0.72%2025-09-302025-10-17history
IXUS ISHARES TR6.9K shares-0.19%2025-09-302025-10-17history
PWR QUANTA SVCS INC1.4K shares-1.01%2025-09-302025-10-17history
TT TRANE TECHNOLOGIES PLC1.3K shares0.45%2025-09-302025-10-17history
DHR DANAHER CORPORATION2.8K shares-3.26%2025-09-302025-10-17history
CL COLGATE PALMOLIVE CO6.9K shares1.03%2025-09-302025-10-17history
BKLC BNY MELLON ETF TRUST4.2K shares0.00%2025-09-302025-10-17history
Sponsored
TER TERADYNE INC3.9K shares0.00%2025-09-302025-10-17history
SDY SPDR SERIES TRUST3.8K shares1.01%2025-09-302025-10-17history
MMC MARSH & MCLENNAN COS INC2.6K shares4.70%2025-09-302025-10-17history
SPTS SPDR SERIES TRUST18.0K shares0.00%2025-09-302025-10-17history
EMGF ISHARES INC9.2K shares-7.07%2025-09-302025-10-17history
DSI ISHARES TR4.1K shares-2.95%2025-09-302025-10-17history
AON AON PLC1.4K shares11.65%2025-09-302025-10-17history
BRO BROWN & BROWN INC5.4K shares-0.02%2025-09-302025-10-17history
Sponsored
IXN ISHARES TR4.9K shares0.00%2025-09-302025-10-17history
FAF FIRST AMERN FINL CORP7.9K shares-2.81%2025-09-302025-10-17history
OKE ONEOK INC NEW6.9K shares-16.50%2025-09-302025-10-17history
WSO WATSCO INC1.2K shares-13.93%2025-09-302025-10-17history
BABA ALIBABA GROUP HLDG LTD2.8K shares-5.89%2025-09-302025-10-17history
VRTX VERTEX PHARMACEUTICALS INC1.3K shares-11.32%2025-09-302025-10-17history
NLR VANECK ETF TRUST3.6K shares0.00%2025-09-302025-10-17history
FNGU BANK MONTREAL QUE16.7K shares10.22%2025-09-302025-10-17history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF7.5K shares25.39%2025-09-302025-10-17history
EMXC ISHARES INC6.9K shares-30.84%2025-09-302025-10-17history
CGBL CAPITAL GROUP CORE BALANCED13.3K sharesnew addition2025-09-302025-10-17history
UPS UNITED PARCEL SERVICE INC5.5K shares-3.55%2025-09-302025-10-17history
CMCSA COMCAST CORP NEW14.7K shares-10.10%2025-09-302025-10-17history
COP CONOCOPHILLIPS4.9K shares1.48%2025-09-302025-10-17history
TLT ISHARES TR5.1K shares15.48%2025-09-302025-10-17history
IGSB ISHARES TR8.6K shares-4.45%2025-09-302025-10-17history
Sponsored
PTLC PACER FDS TR8.3K shares0.00%2025-09-302025-10-17history
CYBR CYBERARK SOFTWARE LTD930 shares50.24%2025-09-302025-10-17history
ADBE ADOBE INC1.3K shares-54.54%2025-09-302025-10-17history
HYG ISHARES TR5.5K shares1.80%2025-09-302025-10-17history
IWN ISHARES TR2.5K shares0.00%2025-09-302025-10-17history
RSG REPUBLIC SVCS INC1.9K shares0.26%2025-09-302025-10-17history
ANET ARISTA NETWORKS INC3.0K shares-38.83%2025-09-302025-10-17history
GILD GILEAD SCIENCES INC3.9K shares8.33%2025-09-302025-10-17history
Sponsored
EW EDWARDS LIFESCIENCES CORP5.6K shares0.36%2025-09-302025-10-17history
SPIB SPDR SERIES TRUST12.7K shares0.00%2025-09-302025-10-17history
NDAQ NASDAQ INC4.9K shares-3.14%2025-09-302025-10-17history
TQQQ PROSHARES TR4.2K shares-2.46%2025-09-302025-10-17history
COF CAPITAL ONE FINL CORP2.0K shares1.74%2025-09-302025-10-17history
PSX PHILLIPS 663.1K shares-2.34%2025-09-302025-10-17history
NUDM NUSHARES ETF TR11.0K shares0.95%2025-09-302025-10-17history
VLUE ISHARES TR3.3K shares-9.84%2025-09-302025-10-17history
Sponsored
SJM SMUCKER J M CO3.8K shares-2.90%2025-09-302025-10-17history
TIP ISHARES TR3.7K shares-0.65%2025-09-302025-10-17history
CSX CSX CORP11.5K shares0.26%2025-09-302025-10-17history
ASML ASML HOLDING N V422 shares0.96%2025-09-302025-10-17history
VFH VANGUARD WORLD FD3.1K shares-6.12%2025-09-302025-10-17history
F FORD MTR CO33.6K shares-20.56%2025-09-302025-10-17history
LHX L3HARRIS TECHNOLOGIES INC1.3K shares-0.61%2025-09-302025-10-17history
CGGR CAPITAL GROUP GROWTH ETF9.0K shares0.00%2025-09-302025-10-17history
Sponsored
SLV ISHARES SILVER TR9.3K shares0.00%2025-09-302025-10-17history
IBDS ISHARES TR15.9K shares0.00%2025-09-302025-10-17history
FDX FEDEX CORP1.6K shares1.23%2025-09-302025-10-17history
IWP ISHARES TR2.7K shares0.00%2025-09-302025-10-17history
HOOD ROBINHOOD MKTS INC2.7K shares-6.29%2025-09-302025-10-17history
MTB M & T BK CORP1.9K shares0.52%2025-09-302025-10-17history
IJJ ISHARES TR2.9K shares0.00%2025-09-302025-10-17history
ED CONSOLIDATED EDISON INC3.8K shares3.73%2025-09-302025-10-17history
Sponsored
SUSL ISHARES TR3.2K shares0.00%2025-09-302025-10-17history
WTW WILLIS TOWERS WATSON PLC LTD1.1K shares1.02%2025-09-302025-10-17history
NEA NUVEEN AMT FREE QLTY MUN INC32.7K shares0.00%2025-09-302025-10-17history
NVO NOVO-NORDISK A S6.7K shares-10.67%2025-09-302025-10-17history
BTI BRITISH AMERN TOB PLC7.0K shares4.01%2025-09-302025-10-17history
ADI ANALOG DEVICES INC1.5K shares-8.72%2025-09-302025-10-17history
KKR KKR & CO INC2.8K shares1.27%2025-09-302025-10-17history
GDX VANECK ETF TRUST4.7K shares0.00%2025-09-302025-10-17history
Sponsored
VXF VANGUARD INDEX FDS1.7K shares0.00%2025-09-302025-10-17history
SMMD ISHARES TR4.8K shares-3.73%2025-09-302025-10-17history
BMY BRISTOL-MYERS SQUIBB CO7.9K shares-6.49%2025-09-302025-10-17history
MRVL MARVELL TECHNOLOGY INC4.1K shares-10.02%2025-09-302025-10-17history
IYE ISHARES TR7.3K shares11.80%2025-09-302025-10-17history
DTD WISDOMTREE TR4.1K shares0.00%2025-09-302025-10-17history
FDS FACTSET RESH SYS INC1.2K shares-0.08%2025-09-302025-10-17history
IJK ISHARES TR3.6K shares0.00%2025-09-302025-10-17history
Sponsored
TOST TOAST INC9.4K shares-25.02%2025-09-302025-10-17history
RDDT REDDIT INC1.5K shares-11.55%2025-09-302025-10-17history
AMSC AMERICAN SUPERCONDUCTOR CORP5.7K shares0.00%2025-09-302025-10-17history
IDXX IDEXX LABS INC531 shares0.38%2025-09-302025-10-17history
GOVT ISHARES TR14.6K shares-3.85%2025-09-302025-10-17history
IDEV ISHARES TR4.2K shares-11.31%2025-09-302025-10-17history
DE DEERE & CO727 shares-1.62%2025-09-302025-10-17history
IJT ISHARES TR2.4K shares0.00%2025-09-302025-10-17history
Sponsored
CGGO CAPITAL GROUP GBL GROWTH EQT9.7K shares0.00%2025-09-302025-10-17history
SONY SONY GROUP CORP11.4K shares19.88%2025-09-302025-10-17history
ATI ATI INC4.0K shares-1.51%2025-09-302025-10-17history
CW CURTISS WRIGHT CORP594 shares11.86%2025-09-302025-10-17history
UPRO PROSHARES TR2.9K shares-2.60%2025-09-302025-10-17history
TTWO TAKE-TWO INTERACTIVE SOFTWAR1.2K shares1.06%2025-09-302025-10-17history
HUBB HUBBELL INC742 shares0.00%2025-09-302025-10-17history
KMI KINDER MORGAN INC DEL11.1K shares-5.53%2025-09-302025-10-17history
Sponsored
MTD METTLER TOLEDO INTERNATIONAL254 shares2.42%2025-09-302025-10-17history
GM GENERAL MTRS CO5.1K shares-0.99%2025-09-302025-10-17history
ULTA ULTA BEAUTY INC562 shares13.77%2025-09-302025-10-17history
VIGI VANGUARD WHITEHALL FDS3.4K sharesnew addition2025-09-302025-10-17history
AXON AXON ENTERPRISE INC422 shares0.24%2025-09-302025-10-17history
CINF CINCINNATI FINL CORP1.9K shares0.58%2025-09-302025-10-17history
ORLY OREILLY AUTOMOTIVE INC2.8K sharesnew addition2025-09-302025-10-17history
URI UNITED RENTALS INC313 shares0.97%2025-09-302025-10-17history
Sponsored
FERG FERGUSON ENTERPRISES INC1.3K shares24.43%2025-09-302025-10-17history
AMRZ AMRIZE LTD6.1K sharesnew addition2025-09-302025-10-17history
ET ENERGY TRANSFER L P17.1K shares0.00%2025-09-302025-10-17history
PBA PEMBINA PIPELINE CORP7.2K shares1.45%2025-09-302025-10-17history
IGRO ISHARES TR3.7K shares-2.09%2025-09-302025-10-17history
AWK AMERICAN WTR WKS CO INC NEW2.1K shares-3.51%2025-09-302025-10-17history
ILCV ISHARES TR3.2K shares0.00%2025-09-302025-10-17history
O REALTY INCOME CORP4.7K shares-3.84%2025-09-302025-10-17history
Sponsored
NGG NATIONAL GRID PLC3.9K shares1.73%2025-09-302025-10-17history
NET CLOUDFLARE INC1.3K shares1.40%2025-09-302025-10-17history
XLF SELECT SECTOR SPDR TR5.1K shares7.16%2025-09-302025-10-17history
KEY KEYCORP14.6K shares-4.89%2025-09-302025-10-17history
LQD ISHARES TR2.4K sharesnew addition2025-09-302025-10-17history
ITW ILLINOIS TOOL WKS INC1.0K shares-0.87%2025-09-302025-10-17history
JHML JOHN HANCOCK EXCHANGE TRADED3.4K shares0.00%2025-09-302025-10-17history
EMR EMERSON ELEC CO2.0K shares4.26%2025-09-302025-10-17history
Sponsored
UL UNILEVER PLC4.5K shares3.29%2025-09-302025-10-17history
QCOM QUALCOMM INC1.6K shares-9.00%2025-09-302025-10-17history
FIX COMFORT SYS USA INC319 shares-26.50%2025-09-302025-10-17history
SBUX STARBUCKS CORP3.1K shares-2.15%2025-09-302025-10-17history
XLI SELECT SECTOR SPDR TR1.7K shares2.04%2025-09-302025-10-17history
PSK SPDR SERIES TRUST7.9K shares0.00%2025-09-302025-10-17history
AMAT APPLIED MATLS INC1.3K shares-2.16%2025-09-302025-10-17history
NEAR ISHARES U S ETF TR5.0K shares0.00%2025-09-302025-10-17history
Sponsored
SCHJ SCHWAB STRATEGIC TR10.3K shares0.18%2025-09-302025-10-17history
SHY ISHARES TR3.1K shares0.00%2025-09-302025-10-17history
OCTT AIM ETF PRODUCTS TRUST5.9K shares0.00%2025-09-302025-10-17history
JCI JOHNSON CTLS INTL PLC2.3K shares-5.56%2025-09-302025-10-17history
BR BROADRIDGE FINL SOLUTIONS IN1.1K shares0.00%2025-09-302025-10-17history
CBZ CBIZ INC4.7K shares-17.66%2025-09-302025-10-17history
SO SOUTHERN CO2.6K shares1.80%2025-09-302025-10-17history
NUV NUVEEN MUN VALUE FD INC27.4K shares0.00%2025-09-302025-10-17history
Sponsored
BSV VANGUARD BD INDEX FDS3.1K shares0.00%2025-09-302025-10-17history
SPDW SPDR INDEX SHS FDS5.6K shares0.00%2025-09-302025-10-17history
EWC ISHARES INC4.6K sharesnew addition2025-09-302025-10-17history
MSCI MSCI INC411 shares0.24%2025-09-302025-10-17history
IRM IRON MTN INC DEL2.3K shares-0.13%2025-09-302025-10-17history
CGGE CAPITAL GROUP GLOBAL EQUITY7.6K shares0.00%2025-09-302025-10-17history
SOC SABLE OFFSHORE CORP13.2K shares36.20%2025-09-302025-10-17history
DD DUPONT DE NEMOURS INC2.9K shares0.10%2025-09-302025-10-17history
Sponsored
FDVV FIDELITY COVINGTON TRUST4.0K sharesnew addition2025-09-302025-10-17history
IDV ISHARES TR6.1K shares0.00%2025-09-302025-10-17history
DOV DOVER CORP1.3K shares-0.22%2025-09-302025-10-17history
IBN ICICI BANK LIMITED7.4K shares1.38%2025-09-302025-10-17history
UCON FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2025-09-302025-10-17history
TRV TRAVELERS COMPANIES INC785 shares1.16%2025-09-302025-10-17history
IONQ IONQ INC3.6K sharesnew addition2025-09-302025-10-17history
CEG CONSTELLATION ENERGY CORP662 shares-6.10%2025-09-302025-10-17history
Sponsored
FTCS FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2025-09-302025-10-17history
AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2025-09-302025-10-17history
CARR CARRIER GLOBAL CORPORATION3.5K shares1.03%2025-09-302025-10-17history
PHM PULTE GROUP INC1.6K sharesnew addition2025-09-302025-10-17history
EBC EASTERN BANKSHARES INC11.4K sharesnew addition2025-09-302025-10-17history
SPYV SPDR SERIES TRUST3.7K sharesnew addition2025-09-302025-10-17history
ISRG INTUITIVE SURGICAL INC461 shares-4.55%2025-09-302025-10-17history
MGC VANGUARD WORLD FD840 sharesnew addition2025-09-302025-10-17history
Sponsored
DKNG DRAFTKINGS INC NEW5.5K sharesnew addition2025-09-302025-10-17history
CHD CHURCH & DWIGHT CO INC2.3K shares-31.82%2025-09-302025-10-17history
SCHA SCHWAB STRATEGIC TR7.3K sharesnew addition2025-09-302025-10-17history
MNST MONSTER BEVERAGE CORP NEW3.0K sharesnew addition2025-09-302025-10-17history
SPEM SPDR INDEX SHS FDS4.3K sharesnew addition2025-09-302025-10-17history
ROST ROSS STORES INC1.3K sharesnew addition2025-09-302025-10-17history
NBB NUVEEN TAXABLE MUNICPAL INM10.5K shares0.00%2025-09-302025-10-17history
BTZ BLACKROCK CR ALLOCATION INCO14.0K shares0.00%2025-09-302025-10-17history
Sponsored
SAN BANCO SANTANDER S.A.11.3K sharesnew addition2025-09-302025-10-17history
ELTX ELICIO THERAPEUTICS INC10.0K shares0.00%2025-09-302025-10-17history
SLQT SELECTQUOTE INC44.2K shares0.00%2025-09-302025-10-17history
CYBN CYBIN INC10.3K sharesnew addition2025-09-302025-10-17history
WIT WIPRO LTD16.8K shares-21.89%2025-09-302025-10-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
SPDR S&P 500 ETF TR Put PutSPDR S&P 500 ETF TR1.1K shares0.00%2025-09-302025-10-17history
TERADYNE INC Put PutTERADYNE INC2.6K shares0.00%2025-09-302025-10-17history