The Analysis of McAdam, LLC's Holdings


Currently, McAdam, LLC holds 394 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in SCHF (+760.1K shares, valued at $17.7M), FNDX (+482.9K shares, valued at $12.7M), SCHX (+329.5K shares, valued at $8.7M); decreased their positions in VBK (-6.6K shares, valued at $2.0M), RSPH (-44.2K shares, valued at $1.3M), PZA (-39.3K shares, valued at $907.2K); initiated new positions in SGVT (+10.7K shares, valued at $1.1M), PULS (+10.0K shares, valued at $499.3K), DELL (+2.6K shares, valued at $373.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR9.6M shares3.54%2025-09-302025-10-29history
FNDX SCHWAB STRATEGIC TR8.8M shares5.84%2025-09-302025-10-29history
SCHG SCHWAB STRATEGIC TR7.0M shares3.04%2025-09-302025-10-29history
SCHF SCHWAB STRATEGIC TR7.3M shares11.59%2025-09-302025-10-29history
SCHC SCHWAB STRATEGIC TR1.4M shares6.91%2025-09-302025-10-29history
VOE VANGUARD INDEX FDS328.6K shares6.03%2025-09-302025-10-29history
VOT VANGUARD INDEX FDS193.6K shares3.92%2025-09-302025-10-29history
JCPB J P MORGAN EXCHANGE TRADED F1.2M shares8.09%2025-09-302025-10-29history
Sponsored
RSP INVESCO EXCHANGE TRADED FD T263.6K shares3.19%2025-09-302025-10-29history
SCHZ SCHWAB STRATEGIC TR1.8M shares4.24%2025-09-302025-10-29history
SCHE SCHWAB STRATEGIC TR1.0M shares-1.78%2025-09-302025-10-29history
SPTL SPDR SERIES TRUST1.0M shares7.01%2025-09-302025-10-29history
VBR VANGUARD INDEX FDS130.5K shares1.44%2025-09-302025-10-29history
IVV ISHARES TR38.3K shares-1.12%2025-09-302025-10-29history
VBK VANGUARD INDEX FDS74.1K shares-8.23%2025-09-302025-10-29history
AAPL APPLE INC82.5K shares2.85%2025-09-302025-10-29history
Sponsored
IEFA ISHARES TR221.8K shares1.67%2025-09-302025-10-29history
NVDA NVIDIA CORPORATION98.3K shares5.99%2025-09-302025-10-29history
SPYV SPDR SERIES TRUST329.5K shares-0.42%2025-09-302025-10-29history
MDYG SPDR SERIES TRUST185.0K shares-1.59%2025-09-302025-10-29history
BSV VANGUARD BD INDEX FDS212.7K shares13.04%2025-09-302025-10-29history
FDEM FIDELITY COVINGTON TRUST556.1K shares39.71%2025-09-302025-10-29history
VB VANGUARD INDEX FDS57.4K shares5.40%2025-09-302025-10-29history
IWY ISHARES TR51.0K shares-2.92%2025-09-302025-10-29history
Sponsored
MDYV SPDR SERIES TRUST150.7K shares-1.86%2025-09-302025-10-29history
FNDE SCHWAB STRATEGIC TR314.7K shares-1.83%2025-09-302025-10-29history
MSFT MICROSOFT CORP20.9K shares17.47%2025-09-302025-10-29history
CWB SPDR SERIES TRUST115.2K shares3.94%2025-09-302025-10-29history
SCHR SCHWAB STRATEGIC TR409.0K shares10.01%2025-09-302025-10-29history
FDL FIRST TR EXCHANGE-TRADED FD236.1K shares3.71%2025-09-302025-10-29history
CORP PIMCO ETF TR96.2K shares4.70%2025-09-302025-10-29history
SCHP SCHWAB STRATEGIC TR322.9K shares6.21%2025-09-302025-10-29history
Sponsored
IWF ISHARES TR18.3K shares-3.79%2025-09-302025-10-29history
PJUN INNOVATOR ETFS TRUST201.5K shares-0.20%2025-09-302025-10-29history
AMZN AMAZON COM INC32.7K shares8.65%2025-09-302025-10-29history
VEA VANGUARD TAX-MANAGED FDS112.6K shares15.67%2025-09-302025-10-29history
VV VANGUARD INDEX FDS21.7K shares-3.66%2025-09-302025-10-29history
IWS ISHARES TR47.5K shares-3.35%2025-09-302025-10-29history
ISCF ISHARES TR157.9K shares-0.64%2025-09-302025-10-29history
IWP ISHARES TR44.8K shares-3.43%2025-09-302025-10-29history
Sponsored
TFI SPDR SERIES TRUST138.9K shares7.70%2025-09-302025-10-29history
FNDA SCHWAB STRATEGIC TR197.3K shares-5.44%2025-09-302025-10-29history
VTV VANGUARD INDEX FDS32.7K shares-0.33%2025-09-302025-10-29history
PIN INVESCO INDIA EXCHANGE-TRADE235.4K shares4.93%2025-09-302025-10-29history
VO VANGUARD INDEX FDS20.1K shares-2.47%2025-09-302025-10-29history
IJR ISHARES TR49.6K shares-2.07%2025-09-302025-10-29history
SLYV SPDR SERIES TRUST62.1K shares-2.65%2025-09-302025-10-29history
AGZD WISDOMTREE TR244.4K shares12.97%2025-09-302025-10-29history
Sponsored
PGX INVESCO EXCH TRADED FD TR II467.2K shares-0.88%2025-09-302025-10-29history
OEF ISHARES TR15.3K shares-1.69%2025-09-302025-10-29history
SPY SPDR S&P 500 ETF TR7.6K shares0.58%2025-09-302025-10-29history
PECO PHILLIPS EDISON & CO INC143.5K shares-0.00%2025-09-302025-10-29history
VWO VANGUARD INTL EQUITY INDEX F90.6K shares0.04%2025-09-302025-10-29history
META META PLATFORMS INC6.7K shares5.41%2025-09-302025-10-29history
SLYG SPDR SERIES TRUST50.4K shares-11.59%2025-09-302025-10-29history
GSLC GOLDMAN SACHS ETF TR35.9K shares8.55%2025-09-302025-10-29history
Sponsored
SHM SPDR SERIES TRUST96.2K shares6.27%2025-09-302025-10-29history
VGT VANGUARD WORLD FD6.1K shares11.38%2025-09-302025-10-29history
VOO VANGUARD INDEX FDS7.3K shares6.90%2025-09-302025-10-29history
EFG ISHARES TR38.2K shares-2.26%2025-09-302025-10-29history
MUB ISHARES TR40.2K shares11.36%2025-09-302025-10-29history
EMXC ISHARES INC60.9K shares3.78%2025-09-302025-10-29history
PZA INVESCO EXCH TRADED FD TR II172.9K shares-18.52%2025-09-302025-10-29history
VTEB VANGUARD MUN BD FDS77.9K shares-0.89%2025-09-302025-10-29history
Sponsored
DIVO AMPLIFY ETF TR87.3K shares6.30%2025-09-302025-10-29history
SWAN AMPLIFY ETF TR119.5K shares4.38%2025-09-302025-10-29history
SCHD SCHWAB STRATEGIC TR133.9K shares-4.20%2025-09-302025-10-29history
BKLN INVESCO EXCH TRADED FD TR II172.9K shares-12.45%2025-09-302025-10-29history
RVNU DBX ETF TR146.4K shares244.63%2025-09-302025-10-29history
VUG VANGUARD INDEX FDS7.4K shares1.90%2025-09-302025-10-29history
GWX SPDR INDEX SHS FDS87.7K shares0.55%2025-09-302025-10-29history
PJUL INNOVATOR ETFS TRUST77.0K shares-1.03%2025-09-302025-10-29history
Sponsored
GOOGL ALPHABET INC14.1K shares7.83%2025-09-302025-10-29history
TSLA TESLA INC7.6K shares1.13%2025-09-302025-10-29history
YLD PRINCIPAL EXCHANGE TRADED FD171.3K shares17.20%2025-09-302025-10-29history
HYG ISHARES TR40.7K shares-11.15%2025-09-302025-10-29history
EFA ISHARES TR35.2K shares2.97%2025-09-302025-10-29history
FPEI FIRST TR EXCH TRADED FD III162.6K shares29.93%2025-09-302025-10-29history
AVGO BROADCOM INC9.4K shares28.76%2025-09-302025-10-29history
SCHM SCHWAB STRATEGIC TR103.0K shares1.00%2025-09-302025-10-29history
Sponsored
GOOG ALPHABET INC12.0K shares-7.64%2025-09-302025-10-29history
GILD GILEAD SCIENCES INC25.4K shares7.56%2025-09-302025-10-29history
VTI VANGUARD INDEX FDS8.5K shares-4.33%2025-09-302025-10-29history
BRK.B BERKSHIRE HATHAWAY INC DEL5.3K shares3.93%2025-09-302025-10-29history
LLY ELI LILLY & CO3.5K shares8.11%2025-09-302025-10-29history
ORCL ORACLE CORP9.4K shares-1.71%2025-09-302025-10-29history
SGOV ISHARES TR24.7K shares-14.48%2025-09-302025-10-29history
SPEM SPDR INDEX SHS FDS52.4K shares5.53%2025-09-302025-10-29history
Sponsored
ABBV ABBVIE INC10.6K shares3.67%2025-09-302025-10-29history
SCHA SCHWAB STRATEGIC TR87.8K shares-2.17%2025-09-302025-10-29history
XLG INVESCO EXCHANGE TRADED FD T41.6K shares-4.92%2025-09-302025-10-29history
QQQ INVESCO QQQ TR3.9K shares5.79%2025-09-302025-10-29history
AGG ISHARES TR22.6K shares-3.54%2025-09-302025-10-29history
IWN ISHARES TR12.8K shares-3.99%2025-09-302025-10-29history
AXP AMERICAN EXPRESS CO6.8K shares1.76%2025-09-302025-10-29history
XOM EXXON MOBIL CORP19.3K shares6.03%2025-09-302025-10-29history
Sponsored
VLUE ISHARES TR17.4K shares-0.70%2025-09-302025-10-29history
NFLX NETFLIX INC1.8K shares-2.71%2025-09-302025-10-29history
JMUB J P MORGAN EXCHANGE TRADED F40.0K shares0.86%2025-09-302025-10-29history
SPYD SPDR SERIES TRUST45.7K shares3.16%2025-09-302025-10-29history
TLT ISHARES TR22.3K shares5.29%2025-09-302025-10-29history
IWO ISHARES TR6.1K shares-18.85%2025-09-302025-10-29history
HD HOME DEPOT INC4.8K shares11.52%2025-09-302025-10-29history
QUS SPDR SERIES TRUST11.1K shares-2.47%2025-09-302025-10-29history
Sponsored
FBND FIDELITY MERRIMACK STR TR39.9K shares-0.26%2025-09-302025-10-29history
SPYG SPDR SERIES TRUST17.6K shares-3.07%2025-09-302025-10-29history
MRK MERCK & CO INC20.4K shares1.34%2025-09-302025-10-29history
MPC MARATHON PETE CORP8.9K shares1.28%2025-09-302025-10-29history
V VISA INC5.0K shares7.06%2025-09-302025-10-29history
PLTR PALANTIR TECHNOLOGIES INC9.2K shares-26.07%2025-09-302025-10-29history
IWD ISHARES TR8.2K shares-3.05%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO.5.2K shares4.81%2025-09-302025-10-29history
Sponsored
FLBL FRANKLIN TEMPLETON ETF TR68.7K shares26.07%2025-09-302025-10-29history
UPS UNITED PARCEL SERVICE INC19.7K shares273.49%2025-09-302025-10-29history
MFDX PIMCO EQUITY SER44.2K shares-1.20%2025-09-302025-10-29history
EFV ISHARES TR24.2K shares0.33%2025-09-302025-10-29history
IMCG ISHARES TR19.7K shares0.78%2025-09-302025-10-29history
MUNI PIMCO ETF TR27.4K shares-0.01%2025-09-302025-10-29history
MMC MARSH & MCLENNAN COS INC7.0K shares-16.79%2025-09-302025-10-29history
JNJ JOHNSON & JOHNSON7.5K shares-8.14%2025-09-302025-10-29history
Sponsored
ET ENERGY TRANSFER L P79.7K shares1.52%2025-09-302025-10-29history
PG PROCTER AND GAMBLE CO8.9K shares10.58%2025-09-302025-10-29history
SUB ISHARES TR12.5K shares-13.42%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW1.4K shares24.58%2025-09-302025-10-29history
VIG VANGUARD SPECIALIZED FUNDS6.0K shares14.50%2025-09-302025-10-29history
DWX SPDR INDEX SHS FDS30.1K shares6.24%2025-09-302025-10-29history
TJX TJX COS INC NEW8.6K shares3.41%2025-09-302025-10-29history
WMT WALMART INC11.9K shares23.80%2025-09-302025-10-29history
Sponsored
IWL ISHARES TR7.3K shares-6.68%2025-09-302025-10-29history
T AT&T INC43.0K shares-4.97%2025-09-302025-10-29history
XYLD GLOBAL X FDS30.7K shares9.43%2025-09-302025-10-29history
KO COCA COLA CO17.5K shares17.44%2025-09-302025-10-29history
HYZD WISDOMTREE TR50.3K shares-3.10%2025-09-302025-10-29history
PHYS SPROTT ASSET MANAGEMENT LP37.6K shares-4.20%2025-09-302025-10-29history
MLN VANECK ETF TRUST63.4K shares3.24%2025-09-302025-10-29history
QEFA SPDR INDEX SHS FDS12.6K shares-0.04%2025-09-302025-10-29history
Sponsored
SRLN SSGA ACTIVE ETF TR26.2K shares10.19%2025-09-302025-10-29history
SGVT SCHWAB STRATEGIC TR10.7K sharesnew addition2025-09-302025-10-29history
LUMN LUMEN TECHNOLOGIES INC173.6K shares0.75%2025-09-302025-10-29history
INDA ISHARES TR20.3K shares95.15%2025-09-302025-10-29history
MA MASTERCARD INCORPORATED1.9K shares15.62%2025-09-302025-10-29history
PHB INVESCO EXCH TRADED FD TR II56.0K shares-0.87%2025-09-302025-10-29history
VONG VANGUARD SCOTTSDALE FDS8.4K shares0.25%2025-09-302025-10-29history
SCHK SCHWAB STRATEGIC TR31.1K shares-0.04%2025-09-302025-10-29history
Sponsored
GE GE AEROSPACE3.3K shares19.51%2025-09-302025-10-29history
CAT CATERPILLAR INC2.1K shares10.63%2025-09-302025-10-29history
EPD ENTERPRISE PRODS PARTNERS L31.5K shares0.00%2025-09-302025-10-29history
HYMB SPDR SERIES TRUST39.2K shares7.33%2025-09-302025-10-29history
BA BOEING CO4.5K shares59.06%2025-09-302025-10-29history
FSCO FS CREDIT OPPORTUNITIES CORP138.2K shares20.73%2025-09-302025-10-29history
IEMG ISHARES INC13.9K shares21.31%2025-09-302025-10-29history
APP APPLOVIN CORP1.3K shares-32.47%2025-09-302025-10-29history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS3.1K shares5.84%2025-09-302025-10-29history
AMD ADVANCED MICRO DEVICES INC5.3K shares21.90%2025-09-302025-10-29history
PFF ISHARES TR27.1K shares-1.55%2025-09-302025-10-29history
QYLD GLOBAL X FDS49.4K shares15.13%2025-09-302025-10-29history
XLP SELECT SECTOR SPDR TR10.5K shares5.82%2025-09-302025-10-29history
SCZ ISHARES TR10.6K shares-1.92%2025-09-302025-10-29history
SOXX ISHARES TR3.0K shares8.30%2025-09-302025-10-29history
IWM ISHARES TR3.3K shares-2.14%2025-09-302025-10-29history
Sponsored
MCD MCDONALDS CORP2.7K shares8.37%2025-09-302025-10-29history
CTAS CINTAS CORP3.9K shares-6.22%2025-09-302025-10-29history
XLE SELECT SECTOR SPDR TR8.8K shares-2.32%2025-09-302025-10-29history
UAPR INNOVATOR ETFS TRUST24.6K shares0.00%2025-09-302025-10-29history
XLY SELECT SECTOR SPDR TR3.3K shares15.66%2025-09-302025-10-29history
WFC WELLS FARGO CO NEW9.2K shares12.52%2025-09-302025-10-29history
SPAB SPDR SERIES TRUST29.9K shares-5.14%2025-09-302025-10-29history
STT STATE STR CORP6.6K shares-1.05%2025-09-302025-10-29history
Sponsored
VZ VERIZON COMMUNICATIONS INC17.4K shares9.58%2025-09-302025-10-29history
NULV NUSHARES ETF TR17.3K shares0.80%2025-09-302025-10-29history
XLK SELECT SECTOR SPDR TR2.6K shares-23.67%2025-09-302025-10-29history
LMT LOCKHEED MARTIN CORP1.5K shares-4.94%2025-09-302025-10-29history
CVX CHEVRON CORP NEW4.7K shares14.25%2025-09-302025-10-29history
ANET ARISTA NETWORKS INC4.9K shares7.07%2025-09-302025-10-29history
TT TRANE TECHNOLOGIES PLC1.7K shares12.81%2025-09-302025-10-29history
SUSA ISHARES TR5.2K shares-2.42%2025-09-302025-10-29history
Sponsored
XLV SELECT SECTOR SPDR TR5.1K shares-37.98%2025-09-302025-10-29history
RTX RTX CORPORATION4.1K shares-23.78%2025-09-302025-10-29history
SCHB SCHWAB STRATEGIC TR26.5K shares-3.91%2025-09-302025-10-29history
CRWD CROWDSTRIKE HLDGS INC1.4K shares94.94%2025-09-302025-10-29history
VPU VANGUARD WORLD FD3.6K shares-0.06%2025-09-302025-10-29history
PAUG INNOVATOR ETFS TRUST15.6K shares8.34%2025-09-302025-10-29history
BAC BANK AMERICA CORP12.7K shares7.40%2025-09-302025-10-29history
TRMB TRIMBLE INC7.8K shares-4.07%2025-09-302025-10-29history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS10.6K shares15.72%2025-09-302025-10-29history
VXUS VANGUARD STAR FDS8.6K shares-2.74%2025-09-302025-10-29history
ACWX ISHARES TR9.7K shares0.00%2025-09-302025-10-29history
PM PHILIP MORRIS INTL INC3.9K shares-31.38%2025-09-302025-10-29history
XLU SELECT SECTOR SPDR TR7.1K shares0.01%2025-09-302025-10-29history
CSCO CISCO SYS INC8.8K shares11.69%2025-09-302025-10-29history
ADP AUTOMATIC DATA PROCESSING IN2.0K shares6.82%2025-09-302025-10-29history
BIL SPDR SERIES TRUST6.3K shares-14.13%2025-09-302025-10-29history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF8.9K shares17.05%2025-09-302025-10-29history
NULG NUSHARES ETF TR5.8K shares-5.51%2025-09-302025-10-29history
QUAL ISHARES TR2.9K shares-2.90%2025-09-302025-10-29history
DGRO ISHARES TR8.4K shares1.03%2025-09-302025-10-29history
MGK VANGUARD WORLD FD1.4K shares-7.97%2025-09-302025-10-29history
PSK SPDR SERIES TRUST16.9K shares-15.76%2025-09-302025-10-29history
ESGD ISHARES TR6.0K shares1.85%2025-09-302025-10-29history
MSTR STRATEGY INC1.7K shares32.49%2025-09-302025-10-29history
Sponsored
BNOV INNOVATOR ETFS TRUST12.7K shares-8.27%2025-09-302025-10-29history
IAU ISHARES GOLD TR7.6K shares-1.65%2025-09-302025-10-29history
SBUX STARBUCKS CORP6.4K shares2.59%2025-09-302025-10-29history
BIV VANGUARD BD INDEX FDS7.0K shares4.94%2025-09-302025-10-29history
HYD VANECK ETF TRUST10.6K shares-7.66%2025-09-302025-10-29history
EMHY ISHARES INC13.6K shares18.39%2025-09-302025-10-29history
DIS DISNEY WALT CO4.7K shares6.89%2025-09-302025-10-29history
GEV GE VERNOVA INC855 shares37.24%2025-09-302025-10-29history
Sponsored
MMM 3M CO3.4K shares-31.94%2025-09-302025-10-29history
VYM VANGUARD WHITEHALL FDS3.7K shares1.96%2025-09-302025-10-29history
PANW PALO ALTO NETWORKS INC2.5K shares93.28%2025-09-302025-10-29history
LQD ISHARES TR4.6K shares-1.63%2025-09-302025-10-29history
LQDH ISHARES U S ETF TR5.4K shares-12.80%2025-09-302025-10-29history
FNV FRANCO NEV CORP2.3K shares0.00%2025-09-302025-10-29history
XLC SELECT SECTOR SPDR TR4.3K shares28.92%2025-09-302025-10-29history
BKNG BOOKING HOLDINGS INC93 shares66.07%2025-09-302025-10-29history
Sponsored
MNDY MONDAY COM LTD2.6K shares13.90%2025-09-302025-10-29history
PULS PGIM ETF TR10.0K sharesnew addition2025-09-302025-10-29history
GLD SPDR GOLD TR1.4K shares-0.14%2025-09-302025-10-29history
UNH UNITEDHEALTH GROUP INC1.4K shares25.20%2025-09-302025-10-29history
ULST SSGA ACTIVE ETF TR11.9K shares-13.23%2025-09-302025-10-29history
MGC VANGUARD WORLD FD2.0K shares-0.25%2025-09-302025-10-29history
BND VANGUARD BD INDEX FDS6.3K shares-26.21%2025-09-302025-10-29history
FBTC FIDELITY WISE ORIGIN BITCOIN4.7K shares6.29%2025-09-302025-10-29history
Sponsored
MAR MARRIOTT INTL INC NEW1.8K shares4.46%2025-09-302025-10-29history
USB US BANCORP DEL9.5K shares6.62%2025-09-302025-10-29history
CMCSA COMCAST CORP NEW14.5K shares7.17%2025-09-302025-10-29history
ETN EATON CORP PLC1.2K shares28.93%2025-09-302025-10-29history
RSPN INVESCO EXCHANGE TRADED FD T7.9K shares0.00%2025-09-302025-10-29history
VGSH VANGUARD SCOTTSDALE FDS7.5K shares-14.40%2025-09-302025-10-29history
PEP PEPSICO INC3.1K shares8.86%2025-09-302025-10-29history
VSS VANGUARD INTL EQUITY INDEX F3.1K shares-7.67%2025-09-302025-10-29history
Sponsored
SPDW SPDR INDEX SHS FDS10.1K shares8.33%2025-09-302025-10-29history
ICVT ISHARES TR4.3K shares-3.56%2025-09-302025-10-29history
BX BLACKSTONE INC2.5K shares7.16%2025-09-302025-10-29history
PMAY INNOVATOR ETFS TRUST11.0K shares0.00%2025-09-302025-10-29history
GLDM WORLD GOLD TR5.6K shares1.32%2025-09-302025-10-29history
SHYM BLACKROCK ETF TRUST II18.7K shares-9.27%2025-09-302025-10-29history
NEE NEXTERA ENERGY INC5.5K shares11.10%2025-09-302025-10-29history
GL GLOBE LIFE INC2.9K shares0.17%2025-09-302025-10-29history
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SMLV SPDR SERIES TRUST3.2K shares5.66%2025-09-302025-10-29history
GS GOLDMAN SACHS GROUP INC514 shares-12.73%2025-09-302025-10-29history
CINF CINCINNATI FINL CORP2.6K shares-1.08%2025-09-302025-10-29history
NOBL PROSHARES TR3.9K shares0.03%2025-09-302025-10-29history
JEPI J P MORGAN EXCHANGE TRADED F7.0K shares2.27%2025-09-302025-10-29history
ABT ABBOTT LABS3.0K shares7.45%2025-09-302025-10-29history
VOOG VANGUARD ADMIRAL FDS INC911 shares-10.69%2025-09-302025-10-29history
COP CONOCOPHILLIPS4.2K shares5.37%2025-09-302025-10-29history
Sponsored
LRCX LAM RESEARCH CORP2.9K shares-6.53%2025-09-302025-10-29history
RSPH INVESCO EXCHANGE TRADED FD T13.3K shares-76.88%2025-09-302025-10-29history
CEG CONSTELLATION ENERGY CORP1.2K shares39.69%2025-09-302025-10-29history
QCOM QUALCOMM INC2.3K shares-24.77%2025-09-302025-10-29history
LOW LOWES COS INC1.5K shares-6.98%2025-09-302025-10-29history
XLF SELECT SECTOR SPDR TR7.1K shares21.37%2025-09-302025-10-29history
CRM SALESFORCE INC1.6K shares9.75%2025-09-302025-10-29history
VIS VANGUARD WORLD FD1.3K shares0.95%2025-09-302025-10-29history
Sponsored
CI THE CIGNA GROUP1.3K shares4.47%2025-09-302025-10-29history
TIP ISHARES TR3.4K shares5.89%2025-09-302025-10-29history
ADBE ADOBE INC1.1K shares24.77%2025-09-302025-10-29history
IGSB ISHARES TR7.1K shares16.93%2025-09-302025-10-29history
DELL DELL TECHNOLOGIES INC2.6K sharesnew addition2025-09-302025-10-29history
INTC INTEL CORP11.1K shares-5.21%2025-09-302025-10-29history
PFE PFIZER INC14.5K shares6.19%2025-09-302025-10-29history
WM WASTE MGMT INC DEL1.7K shares6.34%2025-09-302025-10-29history
Sponsored
XME SPDR SERIES TRUST3.9K shares-2.00%2025-09-302025-10-29history
SHYG ISHARES TR8.4K shares14.57%2025-09-302025-10-29history
IJH ISHARES TR5.6K shares-13.64%2025-09-302025-10-29history
RPG INVESCO EXCHANGE TRADED FD T7.6K shares0.00%2025-09-302025-10-29history
C CITIGROUP INC3.6K shares-17.17%2025-09-302025-10-29history
POCT INNOVATOR ETFS TRUST8.3K shares0.00%2025-09-302025-10-29history
ZS ZSCALER INC1.2K shares43.83%2025-09-302025-10-29history
NTAP NETAPP INC3.0K shares8.06%2025-09-302025-10-29history
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NOW SERVICENOW INC380 shares11.44%2025-09-302025-10-29history
VCIT VANGUARD SCOTTSDALE FDS4.1K sharesnew addition2025-09-302025-10-29history
IWB ISHARES TR942 shares0.00%2025-09-302025-10-29history
AMAT APPLIED MATLS INC1.7K shares6.54%2025-09-302025-10-29history
LDOS LEIDOS HOLDINGS INC1.8K shares0.17%2025-09-302025-10-29history
NKE NIKE INC4.9K shares8.49%2025-09-302025-10-29history
BLK BLACKROCK INC291 shares16.40%2025-09-302025-10-29history
SHEL SHELL PLC4.7K shares0.06%2025-09-302025-10-29history
Sponsored
RCL ROYAL CARIBBEAN GROUP1.0K shares7.88%2025-09-302025-10-29history
INTU INTUIT492 shares42.61%2025-09-302025-10-29history
KOPN KOPIN CORP138.2K shares-25.93%2025-09-302025-10-29history
IUSV ISHARES TR3.4K shares56.21%2025-09-302025-10-29history
ED CONSOLIDATED EDISON INC3.3K shares13.34%2025-09-302025-10-29history
MNA NEW YORK LIFE INVESTMENTS ET9.3K shares4.09%2025-09-302025-10-29history
VOX VANGUARD WORLD FD1.8K shares0.45%2025-09-302025-10-29history
QDTE ROUNDHILL ETF TRUST9.3K shares8.81%2025-09-302025-10-29history
Sponsored
AMGN AMGEN INC1.2K shares-15.85%2025-09-302025-10-29history
IVW ISHARES TR2.7K shares10.81%2025-09-302025-10-29history
DFAC DIMENSIONAL ETF TRUST8.4K shares0.00%2025-09-302025-10-29history
COF CAPITAL ONE FINL CORP1.5K shares1.48%2025-09-302025-10-29history
ACN ACCENTURE PLC IRELAND1.3K shares-8.49%2025-09-302025-10-29history
KMB KIMBERLY-CLARK CORP2.5K shares16.84%2025-09-302025-10-29history
MDLZ MONDELEZ INTL INC5.0K shares14.51%2025-09-302025-10-29history
EMB ISHARES TR3.3K shares4.86%2025-09-302025-10-29history
Sponsored
XCEM COLUMBIA ETF TR II8.6K shares-0.02%2025-09-302025-10-29history
AEM AGNICO EAGLE MINES LTD1.9K shares-0.11%2025-09-302025-10-29history
XLI SELECT SECTOR SPDR TR2.0K shares19.23%2025-09-302025-10-29history
KLAC KLA CORP286 shares17.70%2025-09-302025-10-29history
RBRK RUBRIK INC.3.7K sharesnew addition2025-09-302025-10-29history
MS MORGAN STANLEY1.9K shares12.83%2025-09-302025-10-29history
MAYT AIM ETF PRODUCTS TRUST8.4K shares0.00%2025-09-302025-10-29history
ICE INTERCONTINENTAL EXCHANGE IN1.8K shares-0.66%2025-09-302025-10-29history
Sponsored
OXY OCCIDENTAL PETE CORP6.3K sharesnew addition2025-09-302025-10-29history
USMV ISHARES TR3.1K shares0.29%2025-09-302025-10-29history
ONEY SPDR SERIES TRUST2.6K shares-5.24%2025-09-302025-10-29history
PDEC INNOVATOR ETFS TRUST7.0K shares31.90%2025-09-302025-10-29history
SCHW SCHWAB CHARLES CORP3.1K shares28.15%2025-09-302025-10-29history
VRTX VERTEX PHARMACEUTICALS INC740 shares23.33%2025-09-302025-10-29history
BSX BOSTON SCIENTIFIC CORP3.0K shares23.42%2025-09-302025-10-29history
A AGILENT TECHNOLOGIES INC2.3K shares-2.68%2025-09-302025-10-29history
Sponsored
VNQ VANGUARD INDEX FDS3.2K shares-4.45%2025-09-302025-10-29history
APH AMPHENOL CORP NEW2.3K shares1.48%2025-09-302025-10-29history
ADI ANALOG DEVICES INC1.2K shares3.64%2025-09-302025-10-29history
DLS WISDOMTREE TR3.6K shares3.64%2025-09-302025-10-29history
VFH VANGUARD WORLD FD2.1K sharesnew addition2025-09-302025-10-29history
SYK STRYKER CORPORATION761 shares14.78%2025-09-302025-10-29history
HYS PIMCO ETF TR2.9K sharesnew addition2025-09-302025-10-29history
PGR PROGRESSIVE CORP1.1K shares21.72%2025-09-302025-10-29history
Sponsored
SHYD VANECK ETF TRUST12.2K shares-3.86%2025-09-302025-10-29history
JEPQ J P MORGAN EXCHANGE TRADED F4.8K shares-6.76%2025-09-302025-10-29history
MO ALTRIA GROUP INC4.2K shares-13.64%2025-09-302025-10-29history
CLSK CLEANSPARK INC18.8K sharesnew addition2025-09-302025-10-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD966 sharesnew addition2025-09-302025-10-29history
NEM NEWMONT CORP3.2K sharesnew addition2025-09-302025-10-29history
BMY BRISTOL-MYERS SQUIBB CO6.0K shares6.64%2025-09-302025-10-29history
CHE CHEMED CORP NEW598 shares2.40%2025-09-302025-10-29history
Sponsored
NUMV NUSHARES ETF TR6.9K shares-1.12%2025-09-302025-10-29history
AXSM AXSOME THERAPEUTICS INC2.2K shares0.09%2025-09-302025-10-29history
EMGF ISHARES INC4.7K shares-5.69%2025-09-302025-10-29history
FTSL FIRST TR EXCHANGE-TRADED FD5.8K shares18.21%2025-09-302025-10-29history
O REALTY INCOME CORP4.3K shares12.19%2025-09-302025-10-29history
MSI MOTOROLA SOLUTIONS INC570 sharesnew addition2025-09-302025-10-29history
LIN LINDE PLC540 shares25.29%2025-09-302025-10-29history
PNOV INNOVATOR ETFS TRUST6.2K shares0.00%2025-09-302025-10-29history
Sponsored
MU MICRON TECHNOLOGY INC1.5K sharesnew addition2025-09-302025-10-29history
BR BROADRIDGE FINL SOLUTIONS IN1.1K shares12.37%2025-09-302025-10-29history
PSX PHILLIPS 661.9K shares2.42%2025-09-302025-10-29history
DOW DOW INC11.0K shares-0.38%2025-09-302025-10-29history
DEM WISDOMTREE TR5.5K shares3.20%2025-09-302025-10-29history
QQQM INVESCO EXCH TRADED FD TR II1.0K shares-3.51%2025-09-302025-10-29history
GM GENERAL MTRS CO4.1K shares-2.03%2025-09-302025-10-29history
AFL AFLAC INC2.2K shares3.48%2025-09-302025-10-29history
Sponsored
SPOT SPOTIFY TECHNOLOGY S A357 sharesnew addition2025-09-302025-10-29history
NUSC NUSHARES ETF TR5.6K shares-7.79%2025-09-302025-10-29history
PSEP INNOVATOR ETFS TRUST5.8K sharesnew addition2025-09-302025-10-29history
UCON FIRST TR EXCHNG TRADED FD VI9.8K shares-3.31%2025-09-302025-10-29history
UBER UBER TECHNOLOGIES INC2.5K shares-59.64%2025-09-302025-10-29history
REZ ISHARES TR2.9K shares-2.32%2025-09-302025-10-29history
VHT VANGUARD WORLD FD937 shares-28.09%2025-09-302025-10-29history
AZN ASTRAZENECA PLC3.2K sharesnew addition2025-09-302025-10-29history
Sponsored
IDXX IDEXX LABS INC376 sharesnew addition2025-09-302025-10-29history
COIN COINBASE GLOBAL INC710 shares-46.58%2025-09-302025-10-29history
VRT VERTIV HOLDINGS CO1.6K sharesnew addition2025-09-302025-10-29history
TXN TEXAS INSTRS INC1.3K shares9.52%2025-09-302025-10-29history
NET CLOUDFLARE INC1.1K sharesnew addition2025-09-302025-10-29history
SPIP SPDR SERIES TRUST8.9K shares-3.69%2025-09-302025-10-29history
BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2025-09-302025-10-29history
FDX FEDEX CORP976 sharesnew addition2025-09-302025-10-29history
Sponsored
SAP SAP SE855 sharesnew addition2025-09-302025-10-29history
TRV TRAVELERS COMPANIES INC818 shares3.41%2025-09-302025-10-29history
TFC TRUIST FINL CORP5.0K sharesnew addition2025-09-302025-10-29history
OMC OMNICOM GROUP INC2.7K shares-6.24%2025-09-302025-10-29history
CTVA CORTEVA INC3.3K shares22.64%2025-09-302025-10-29history
NUMG NUSHARES ETF TR4.6K shares-3.85%2025-09-302025-10-29history
SMH VANECK ETF TRUST680 sharesnew addition2025-09-302025-10-29history
FLHY FRANKLIN TEMPLETON ETF TR9.0K shares-5.69%2025-09-302025-10-29history
Sponsored
AZO AUTOZONE INC51 sharesnew addition2025-09-302025-10-29history
ESGE ISHARES INC5.0K shares-2.07%2025-09-302025-10-29history
SSRM SSR MINING IN8.9K sharesnew addition2025-09-302025-10-29history
ISRG INTUITIVE SURGICAL INC482 shares-34.69%2025-09-302025-10-29history
PH PARKER-HANNIFIN CORP284 sharesnew addition2025-09-302025-10-29history
CVS CVS HEALTH CORP2.8K sharesnew addition2025-09-302025-10-29history
HPE HEWLETT PACKARD ENTERPRISE C8.7K sharesnew addition2025-09-302025-10-29history
UNP UNION PAC CORP898 sharesnew addition2025-09-302025-10-29history
Sponsored
RSPF INVESCO EXCHANGE TRADED FD T2.7K shares0.00%2025-09-302025-10-29history
PAPR INNOVATOR ETFS TRUST5.5K shares0.00%2025-09-302025-10-29history
FTNT FORTINET INC2.5K shares-24.91%2025-09-302025-10-29history
ALL ALLSTATE CORP970 sharesnew addition2025-09-302025-10-29history
TAXF AMERICAN CENTY ETF TR4.1K shares-0.50%2025-09-302025-10-29history
VRSN VERISIGN INC741 shares4.81%2025-09-302025-10-29history
GLW CORNING INC2.5K shares-39.44%2025-09-302025-10-29history
SPGI S&P GLOBAL INC414 sharesnew addition2025-09-302025-10-29history
Sponsored
IWR ISHARES TR2.1K sharesnew addition2025-09-302025-10-29history
SWBI SMITH & WESSON BRANDS INC17.5K sharesnew addition2025-09-302025-10-29history
F FORD MTR CO12.7K shares18.21%2025-09-302025-10-29history
WALD WALDENCAST PLC63.0K shares174.56%2025-09-302025-10-29history
CGTX COGNITION THERAPEUTICS INC72.1K sharesnew addition2025-09-302025-10-29history
NVTS NAVITAS SEMICONDUCTOR CORP11.6K shares-10.22%2025-09-302025-10-29history
IAUX I-80 GOLD CORP51.5K shares-3.67%2025-09-302025-10-29history
AGL AGILON HEALTH INC43.7K sharesnew addition2025-09-302025-10-29history
Sponsored
SES SES AI CORPORATION24.9K shares17.29%2025-09-302025-10-29history
TPIC TPI COMPOSITES INC76.0K sharesnew addition2025-09-302025-10-29history

Call Option Holdings
LUMN Call CallLUMEN TECHNOLOGIES INC100 sharesnew addition2025-09-302025-10-29history

Put Option Holdings
No put option holdings data available