The Analysis of MOTCO's Holdings


Currently, MOTCO holds 645 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in MCK (+14.6K shares, valued at $11.3M), IBM (+15.2K shares, valued at $4.3M), VUG (+1.4K shares, valued at $687.8K); decreased their positions in MRK (-97.3K shares, valued at $8.2M), AVGO (-6.1K shares, valued at $2.0M), APH (-14.1K shares, valued at $1.7M); initiated new positions in ROL (+8.9K shares, valued at $524.5K), IGM (+3.4K shares, valued at $428.5K), VYM (+1.9K shares, valued at $263.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AVGO BROADCOM INC125.8K shares-4.59%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TRUST45.1K shares-1.37%2025-09-302025-10-22history
MSFT MICROSOFT CORPORATION56.9K shares-0.52%2025-09-302025-10-22history
GOOGL ALPHABET INC CL A111.4K shares-2.79%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO84.6K shares-2.17%2025-09-302025-10-22history
AAPL APPLE INC.99.5K shares1.39%2025-09-302025-10-22history
APH AMPHENOL CORP - CLASS A180.6K shares-7.25%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION105.3K shares-3.70%2025-09-302025-10-22history
Sponsored
META META PLATFORMS INC.24.0K shares0.05%2025-09-302025-10-22history
USTB VICTORY SHARES S-T BOND ETF344.2K shares1.66%2025-09-302025-10-22history
RUSHA RUSH ENTERPRISES INC-CL A316.8K shares0.00%2025-09-302025-10-22history
GLD SPDR GOLD TRUST45.8K shares-1.06%2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC19.9K shares-4.04%2025-09-302025-10-22history
WMT WAL-MART, INC.146.5K shares0.35%2025-09-302025-10-22history
AMZN AMAZON.COM INC.67.6K shares-0.23%2025-09-302025-10-22history
TJX TJX COMPANIES INC101.0K shares-1.39%2025-09-302025-10-22history
Sponsored
PANW PALO ALTO NETWORKS INC71.2K shares0.17%2025-09-302025-10-22history
COST COSTCO WHOLESALE CORP.15.5K shares2.32%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON72.4K shares0.07%2025-09-302025-10-22history
MCHP MICROCHIP TECHNOLOGY INC198.0K shares0.09%2025-09-302025-10-22history
ICE INTERCONTINENTAL EXCHANGE GROUP INC73.8K shares-0.21%2025-09-302025-10-22history
BKNG BOOKING HOLDINGS INC2.3K shares-1.12%2025-09-302025-10-22history
APO APOLLO GLOBAL MANAGEMENT INC91.7K shares1.01%2025-09-302025-10-22history
TMUS T-MOBILE US INC50.9K shares-0.29%2025-09-302025-10-22history
Sponsored
UBER UBER TECHNOLOGIES INC122.8K shares-2.05%2025-09-302025-10-22history
V VISA INC35.0K shares0.53%2025-09-302025-10-22history
ETN EATON CORP PLC31.7K shares-0.30%2025-09-302025-10-22history
SCHW CHARLES SCHWAB CORP NEW123.2K shares-2.20%2025-09-302025-10-22history
ULTA ULTA BEAUTY INC21.4K shares-4.27%2025-09-302025-10-22history
LLY ELI LILLY & CO15.3K shares3.60%2025-09-302025-10-22history
XOM EXXON MOBIL CORPORATION101.7K shares-1.52%2025-09-302025-10-22history
INTU INTUIT COM16.6K shares-0.02%2025-09-302025-10-22history
Sponsored
MCK MCKESSON CORPORATION14.6K shares50389.66%2025-09-302025-10-22history
TMO THERMO FISHER SCIENTIFIC INC23.0K shares1.93%2025-09-302025-10-22history
WM WASTE MANAGEMENT INC (NEW)50.6K shares1.32%2025-09-302025-10-22history
PG PROCTER & GAMBLE CO.71.8K shares2.75%2025-09-302025-10-22history
LOW LOWE'S COS. INC.43.6K shares-0.09%2025-09-302025-10-22history
UNP UNION PACIFIC CORPORATION46.1K shares3.26%2025-09-302025-10-22history
MSI MOTOROLA SOLUTIONS INC22.9K shares0.14%2025-09-302025-10-22history
AON AON PLC COM29.0K shares0.55%2025-09-302025-10-22history
Sponsored
SPGI S&P GLOBAL INC20.8K shares0.05%2025-09-302025-10-22history
CVX CHEVRON CORPORATION64.6K shares0.95%2025-09-302025-10-22history
ROP ROPER TECHNOLOGIES INC20.0K shares3.04%2025-09-302025-10-22history
CRM SALESFORCE INC.41.1K shares3.75%2025-09-302025-10-22history
NEE NEXTERA ENERGY123.4K shares1.71%2025-09-302025-10-22history
FMB FIRST TRUST MANAGED MUNICIPAL ETF181.8K shares-3.20%2025-09-302025-10-22history
IQV IQVIA HOLDINGS INC48.1K shares2.39%2025-09-302025-10-22history
SYK STRYKER CORP24.4K shares4.92%2025-09-302025-10-22history
Sponsored
ZTS ZOETIS INC61.3K shares4.92%2025-09-302025-10-22history
SPTL SPDR PORT LONG-TERM TREASURY ETF332.4K shares-0.18%2025-09-302025-10-22history
ADBE ADOBE INC25.1K shares6.99%2025-09-302025-10-22history
ACN ACCENTURE PLC34.1K shares7.43%2025-09-302025-10-22history
LIN LINDE PLC17.3K shares-0.10%2025-09-302025-10-22history
CMG CHIPOTLE MEXICAN GRILL INC209.8K shares6.63%2025-09-302025-10-22history
GLW CORNING INCORPORATED98.5K shares-1.21%2025-09-302025-10-22history
BK BANK OF NEW YORK MELLON CORP72.6K shares-0.62%2025-09-302025-10-22history
Sponsored
NOC NORTHROP GRUMMAN CORP12.5K shares-2.57%2025-09-302025-10-22history
NXPI NXP SEMICONDUCTORS NV31.5K shares0.38%2025-09-302025-10-22history
EMR EMERSON ELECTRIC COMPANY51.1K shares-1.12%2025-09-302025-10-22history
HD HOME DEPOT INC16.2K shares-0.26%2025-09-302025-10-22history
CSCO CISCO SYSTEMS INC93.9K shares0.36%2025-09-302025-10-22history
BX BLACKSTONE INC37.4K shares1.00%2025-09-302025-10-22history
KO COCA COLA CO.91.6K shares-0.43%2025-09-302025-10-22history
QCOM QUALCOMM INC35.7K shares0.40%2025-09-302025-10-22history
Sponsored
DELL DELL TECHNOLOGIES INC41.0K shares-0.60%2025-09-302025-10-22history
IAU ISHARES GOLD TRUST78.7K shares0.13%2025-09-302025-10-22history
CTAS CINTAS CORPORATION27.7K shares1.40%2025-09-302025-10-22history
MDY SPDR S&P MIDCAP 400 ETF TRUST9.3K shares-0.43%2025-09-302025-10-22history
MCD MCDONALDS CORP.18.1K shares1.75%2025-09-302025-10-22history
TXN TEXAS INSTRUMENTS28.4K shares-0.65%2025-09-302025-10-22history
WEC WEC ENERGY GROUP INC45.5K shares-1.69%2025-09-302025-10-22history
FANG DIAMONDBACK ENERGY INC35.7K shares3.62%2025-09-302025-10-22history
Sponsored
AEP AMERICAN ELECTRIC POWER COMPANY44.8K shares0.33%2025-09-302025-10-22history
IBM IBM17.4K shares687.24%2025-09-302025-10-22history
PAYX PAYCHEX INC COM38.7K shares0.02%2025-09-302025-10-22history
CME CME GROUP INC18.0K shares-0.25%2025-09-302025-10-22history
APD AIR PRODUCTS & CHEMICAL INC17.6K shares0.43%2025-09-302025-10-22history
ABBV ABBVIE INC20.2K shares-0.64%2025-09-302025-10-22history
DRI DARDEN RESTAURANTS, INC.24.3K shares1.98%2025-09-302025-10-22history
PNC PNC FINANCIAL SERVICES GROUP, INC.22.8K shares-0.35%2025-09-302025-10-22history
Sponsored
AZN ASTRAZENECA PLC-SPONS ADR59.5K shares0.66%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS103.7K shares-0.08%2025-09-302025-10-22history
SLF SUN LIFE FINANCIAL INC74.6K shares-0.26%2025-09-302025-10-22history
IVV ISHARES CORE SP 500 ETF6.7K shares5.42%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORPORATION8.9K shares-0.54%2025-09-302025-10-22history
USB US BANCORP DEL COM NEW90.8K shares-0.05%2025-09-302025-10-22history
GPC GENUINE PARTS CO.31.2K shares-1.09%2025-09-302025-10-22history
UL UNILEVER PLC-SPONS ADR72.5K shares0.67%2025-09-302025-10-22history
Sponsored
MRK MERCK & CO INC48.5K shares-66.74%2025-09-302025-10-22history
VLO VALERO ENERGY NEW23.8K shares1.19%2025-09-302025-10-22history
PEP PEPSICO INC.28.8K shares-3.97%2025-09-302025-10-22history
VICI VICI PROPERTIES INC122.2K shares-0.55%2025-09-302025-10-22history
CI CIGNA GROUP13.8K shares-0.27%2025-09-302025-10-22history
CMCSA COMCAST CORP. CLASS A126.0K shares0.42%2025-09-302025-10-22history
SLB SLB Limited110.1K shares6.29%2025-09-302025-10-22history
JGRO JPMORGAN ACTIVE GROWTH ETF40.0K shares0.98%2025-09-302025-10-22history
Sponsored
SNY SANOFI-AVENTIS - ADR70.3K shares1.31%2025-09-302025-10-22history
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF77.6K shares3.11%2025-09-302025-10-22history
AVDE AVANTIS INTERNATIONAL EQUITY ETF41.9K shares-0.08%2025-09-302025-10-22history
PFE PFIZER INC126.9K shares0.13%2025-09-302025-10-22history
VUG VANGUARD GROWTH ETF6.1K shares30.67%2025-09-302025-10-22history
DEO DIAGEO PLC-SPONSORED ADR30.4K shares0.62%2025-09-302025-10-22history
FMDE FIDELITY ENHANCED MID CAP ETF70.5K shares7.57%2025-09-302025-10-22history
VYMI VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD29.1K shares2.80%2025-09-302025-10-22history
Sponsored
EFA ISHARES MSCI EAFE ETF24.9K shares1.32%2025-09-302025-10-22history
GIS GENERAL MILLS INC45.2K shares0.11%2025-09-302025-10-22history
UPS UNITED PARCEL SERVICE26.8K shares1.21%2025-09-302025-10-22history
GOOG ALPHABET INC CL C8.9K shares3.70%2025-09-302025-10-22history
BIV VANGUARD INTERMEDIATE-TERM BOND ETF24.3K shares-1.23%2025-09-302025-10-22history
VIG VANGUARD DIVIDEND APPRECIATION ETF8.7K shares7.08%2025-09-302025-10-22history
ORCL ORACLE CORPORATION6.6K shares19.61%2025-09-302025-10-22history
BSV VANGUARD BOND INDEX SHORT-TERM BOND ETF23.1K shares-1.13%2025-09-302025-10-22history
Sponsored
AVUV AVANTIS US SMALL CAP VALUE ETF18.1K shares13.59%2025-09-302025-10-22history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF28.2K shares-1.74%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD-ADR6.0K shares-4.93%2025-09-302025-10-22history
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND41.1K shares-0.85%2025-09-302025-10-22history
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF41.8K shares-0.31%2025-09-302025-10-22history
NBSM NEUBERGER BERMAN SMALL-MID CAP ETF57.9K shares10.34%2025-09-302025-10-22history
AVEM AVANTIS EMERGING MARKETS EQUITY ETF19.2K shares-0.69%2025-09-302025-10-22history
DE DEERE & COMPANY2.9K shares0.37%2025-09-302025-10-22history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC-CL B2.7K shares8.14%2025-09-302025-10-22history
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF39.5K shares13.08%2025-09-302025-10-22history
TPL TEXAS PACIFIC LAND CORP1.3K shares0.00%2025-09-302025-10-22history
ASML ASML HOLDINGS NV NY REG SHS 20121.2K shares0.41%2025-09-302025-10-22history
BLK BLACKROCK INC974 shares-1.62%2025-09-302025-10-22history
ADP AUTOMATIC DATA PROCESSING3.8K shares51.59%2025-09-302025-10-22history
BNS BANK OF NOVA SCOTIA14.8K shares1.24%2025-09-302025-10-22history
SBR SABINE ROYALTY TRUST11.6K shares0.00%2025-09-302025-10-22history
Sponsored
IWF ISHARES RUSSELL 1000 GROWTH ETF2.0K shares50.38%2025-09-302025-10-22history
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.9K shares-19.72%2025-09-302025-10-22history
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF21.4K shares-1.30%2025-09-302025-10-22history
IJR ISHARES CORE SP SMALL CAP ETF7.0K shares0.16%2025-09-302025-10-22history
IEFA ISHARES CORE MSCI EAFE ETF9.4K shares52.17%2025-09-302025-10-22history
NVS NOVARTIS AG-ADR6.4K shares2.18%2025-09-302025-10-22history
VNQ VANGUARD REAL ESTATE ETF8.5K shares5.90%2025-09-302025-10-22history
IJH ISHARES CORE SP MID CAP ETF11.6K shares8.04%2025-09-302025-10-22history
Sponsored
VWO VANGUARD FTSE EMERGING MARKET ETF12.6K shares2.39%2025-09-302025-10-22history
NVO NOVO-NORDISK A/S - SPONS ADR12.1K shares13.26%2025-09-302025-10-22history
ICLR ICON PLC COM3.8K shares4.42%2025-09-302025-10-22history
EME EMCOR GROUP INC1.0K shares0.00%2025-09-302025-10-22history
SHEL SHELL PLC SPONS ADR8.9K shares12.83%2025-09-302025-10-22history
MA MASTERCARD INC1.0K shares98.86%2025-09-302025-10-22history
ABEV AMBEV SA ADR258.3K shares2.22%2025-09-302025-10-22history
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND9.2K shares-1.11%2025-09-302025-10-22history
Sponsored
AXP AMERICAN EXPRESS CO.1.7K shares0.00%2025-09-302025-10-22history
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES11.2K shares-1.14%2025-09-302025-10-22history
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND2.7K shares101.36%2025-09-302025-10-22history
SO SOUTHERN CO.5.6K shares0.00%2025-09-302025-10-22history
ROL ROLLINS INC8.9K sharesnew addition2025-09-302025-10-22history
HON HONEYWELL INTERNATIONAL INC2.5K shares3.18%2025-09-302025-10-22history
SPMD SPDR S&P 400 MID CAP ETF9.0K shares0.00%2025-09-302025-10-22history
KLAC KLA CORPORATION398 shares-1.00%2025-09-302025-10-22history
Sponsored
IGM ISHARES EXPANDED SECTOR ETF3.4K sharesnew addition2025-09-302025-10-22history
MLM MARTIN MARIETTA MATERIALS INC653 shares0.00%2025-09-302025-10-22history
MS MORGAN STANLEY2.5K shares0.00%2025-09-302025-10-22history
AZO AUTOZONE INC93 shares8.14%2025-09-302025-10-22history
DIS WALT DISNEY COMPANY3.4K shares11.08%2025-09-302025-10-22history
T AT&T INC.13.8K shares-9.31%2025-09-302025-10-22history
DFAX DIMENSIONAL WORLD EX US CORE12.4K shares0.00%2025-09-302025-10-22history
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP8.5K shares-9.56%2025-09-302025-10-22history
Sponsored
VOO VANGUARD S&P 500 ETF628 shares81.50%2025-09-302025-10-22history
DHR DANAHER CORP DEL COM1.9K shares43.54%2025-09-302025-10-22history
AMT AMERICAN TOWER CORP1.9K shares0.00%2025-09-302025-10-22history
EQIX EQUINIX INC476 shares0.00%2025-09-302025-10-22history
PSA PUBLIC STORAGE1.3K shares0.00%2025-09-302025-10-22history
MMM 3M CO2.4K shares2.75%2025-09-302025-10-22history
PLD PROLOGIS INC3.1K shares0.00%2025-09-302025-10-22history
VTV VANGUARD VALUE ETF1.9K shares-1.27%2025-09-302025-10-22history
Sponsored
SCHM SCHWAB US MID-CAP ETF11.7K shares0.91%2025-09-302025-10-22history
QQQ INVESCO QQQ TRUST SERIES 1552 shares-19.88%2025-09-302025-10-22history
SCHX SCHWAB U.S. LARGE-CAP ETF12.1K shares-4.36%2025-09-302025-10-22history
ABT ABBOTT LABORATORIES2.3K shares69.76%2025-09-302025-10-22history
XLI INDUSTRIAL SELECT SECTOR SPDR FUND2.0K shares0.00%2025-09-302025-10-22history
WELL WELLTOWER INC1.7K shares4.58%2025-09-302025-10-22history
DFUS DIMENSIONAL US EQUITY MARKET ETF4.2K shares0.00%2025-09-302025-10-22history
ROST ROSS STORES INC2.0K shares23.82%2025-09-302025-10-22history
Sponsored
HSY THE HERSHEY COMPANY1.6K shares0.00%2025-09-302025-10-22history
CL COLGATE-PALMOLIVE COMPANY3.6K shares-3.23%2025-09-302025-10-22history
RTX RTX CORPORATION1.7K shares8.49%2025-09-302025-10-22history
IJK ISHARES SP MID CAP 400 GROWTH ETF2.9K shares0.00%2025-09-302025-10-22history
CLX CLOROX COMPANY2.2K shares0.00%2025-09-302025-10-22history
ADI ANALOG DEVICES INC1.1K shares6.60%2025-09-302025-10-22history
IJJ ISHARES SP MID CAP 400 VALUE ETF2.1K shares0.00%2025-09-302025-10-22history
VYM VANGUARD HIGH DIVIDEND YIELD ETF1.9K sharesnew addition2025-09-302025-10-22history
Sponsored
XBI SPDR S&P BIOTECH ETF2.6K shares0.00%2025-09-302025-10-22history
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF2.5K shares268.31%2025-09-302025-10-22history
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF1.8K shares-0.39%2025-09-302025-10-22history
CIGI COLLIERS INTL GR-SUBORD VOT1.6K shares0.00%2025-09-302025-10-22history
SBUX STARBUCKS CORP2.9K shares0.00%2025-09-302025-10-22history
DVY ISHARES SELECT DIVIDEND ETF1.7K shares0.00%2025-09-302025-10-22history
BDX BECTON DICKINSON & CO1.3K shares29.10%2025-09-302025-10-22history
FNDF SCHWAB FUNDAMENTAL INTL L/C5.6K shares-7.91%2025-09-302025-10-22history
Sponsored
KMB KIMBERLY CLARK CORP1.9K shares0.00%2025-09-302025-10-22history
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF3.6K shares141.77%2025-09-302025-10-22history
PM PHILIP MORRIS INTERNATIONAL INC1.4K shares120.31%2025-09-302025-10-22history
ITW ILLINOIS TOOL WORKS INC.890 shares0.00%2025-09-302025-10-22history
RVTY REVVITY INC2.6K shares0.00%2025-09-302025-10-22history
SSNC SS&C TECHNOLOGIES HOLDINGS, INC.2.6K shares90.48%2025-09-302025-10-22history
RSG REPUBLIC SERVICES INC996 shares0.00%2025-09-302025-10-22history
ESGU ISHARES ESG AWARE MSCI USA ETF1.6K shares12.06%2025-09-302025-10-22history
Sponsored
FXU FIRST TRUST UTILITIES ALPHADEX ETF5.0K shares0.00%2025-09-302025-10-22history
VGT VANGUARD INFORMATION TECHNOLOGY ETF299 shares0.00%2025-09-302025-10-22history
ATO ATMOS ENERGY CORPORATION1.3K shares0.00%2025-09-302025-10-22history
DFUV DIMENSIONAL US MARKETWIDE VA4.8K shares0.00%2025-09-302025-10-22history
WPC WP CAREY INC3.1K shares0.00%2025-09-302025-10-22history
MPC MARATHON PETROLEUM CORPORATION1.1K shares0.00%2025-09-302025-10-22history
BMY BRISTOL MYERS SQUIBB4.5K shares13.81%2025-09-302025-10-22history
D DOMINION ENERGY INC3.3K shares21.24%2025-09-302025-10-22history
Sponsored
GE GE AEROSPACE664 shares-0.45%2025-09-302025-10-22history
BA BOEING COMPANY921 shares5.38%2025-09-302025-10-22history
AFL AFLAC INC1.8K shares548.72%2025-09-302025-10-22history
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF6.1K shares-5.04%2025-09-302025-10-22history
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)1.0K shares-1.33%2025-09-302025-10-22history
ESGD ISHARES ESG AWARE MSCI EAFE ETF2.1K shares0.00%2025-09-302025-10-22history
NOW SERVICENOW INC210 shares12.90%2025-09-302025-10-22history
GBCI GLACIER BANCORP INC4.0K shares0.00%2025-09-302025-10-22history
Sponsored
MO ALTRIA GROUP INC.2.9K shares49.72%2025-09-302025-10-22history
QUAL ISHARES MSCI USA QUALITY FACTOR ETF960 shares0.00%2025-09-302025-10-22history
XEL XCEL ENERGY, INC.2.3K shares0.00%2025-09-302025-10-22history
C CITIGROUP INC1.8K shares460.57%2025-09-302025-10-22history
MTZ MASTEC INC845 shares0.00%2025-09-302025-10-22history
AVB AVALONBAY COMMUNITIES INC917 shares13.63%2025-09-302025-10-22history
CFR CULLEN FROST BANKERS INC1.4K shares0.00%2025-09-302025-10-22history
AMGN AMGEN, INC619 shares0.00%2025-09-302025-10-22history
Sponsored
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PLTR PALANTIR TECHNOLOGIES INC CL A937 shares212.33%2025-09-302025-10-22history
BAC BANK OF AMERICA CORP3.3K shares-13.52%2025-09-302025-10-22history
ET ENERGY TRANSFER EQUITY LP9.8K shares-12.15%2025-09-302025-10-22history
BTI BRITISH AMERICAN TOB SP ADR3.1K shares36.20%2025-09-302025-10-22history
PEG PUBLIC SERVICE ENTERPRISE GROUP INC.2.0K shares0.00%2025-09-302025-10-22history
TRI THOMSON REUTERS CORP998 shares0.00%2025-09-302025-10-22history
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LHX L3 HARRIS TECHNOLOGIES INC498 shares145.32%2025-09-302025-10-22history
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND475 sharesnew addition2025-09-302025-10-22history
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TSLA TESLA INC338 shares88.83%2025-09-302025-10-22history
INVH INVITATION HOMES INC5.1K shares0.00%2025-09-302025-10-22history
O REALTY INCOME CORPORATION2.3K shares-5.69%2025-09-302025-10-22history
WFC WELLS FARGO & CO NEW1.7K shares1059.31%2025-09-302025-10-22history
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IWN ISHARES RUSSELL 2000 VALUE ETF782 sharesnew addition2025-09-302025-10-22history
KKR KKR & CO INC1.1K shares2.33%2025-09-302025-10-22history
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DOC HEALTHPEAK PROPERTIES, INC7.1K shares0.00%2025-09-302025-10-22history
EQR EQUITY RESIDENTIAL2.1K shares-7.28%2025-09-302025-10-22history
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VV VANGUARD LARGE-CAP ETF440 shares0.00%2025-09-302025-10-22history
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AMAT APPLIED MATERIALS INC624 shares-22.00%2025-09-302025-10-22history
PSX PHILLIPS 66938 shares0.00%2025-09-302025-10-22history
SUSB ISHARES ESG 1-5 YEAR USD CORP BOND4.9K shares10.28%2025-09-302025-10-22history
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COIN COINBASE GLOBAL INC-CLASS A350 shares0.00%2025-09-302025-10-22history
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TSCO TRACTOR SUPPLY COMPANY2.0K shares0.00%2025-09-302025-10-22history
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IVW ISHARES SP 500 GROWTH ETF920 shares0.00%2025-09-302025-10-22history
BP BP PLC SPONS ADR3.2K shares365.36%2025-09-302025-10-22history
QGRO AMERICAN CENTURY US QUALITY GRWTH ETF960 shares0.00%2025-09-302025-10-22history
NSC NORFOLK SOUTHERN CORP.365 shares-2.93%2025-09-302025-10-22history
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VOYA VOYA FINANCIAL INC1.4K shares0.00%2025-09-302025-10-22history
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IWM ISHARES RUSSELL 2000 ETF437 shares0.00%2025-09-302025-10-22history
COP CONOCOPHILLIPS1.1K shares0.00%2025-09-302025-10-22history
CAT CATERPILLAR INC.220 shares0.00%2025-09-302025-10-22history
HST HOST HOTELS AND RESORTS INC6.1K shares0.00%2025-09-302025-10-22history
AMP AMERIPRISE FINANCIAL INC.211 shares0.00%2025-09-302025-10-22history
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GEV GE VERNOVA INC168 shares16.67%2025-09-302025-10-22history
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF2.1K shares12.68%2025-09-302025-10-22history
CVS CVS HEALTH CORPORATION1.3K shares297.64%2025-09-302025-10-22history
STIP ISHARES 0-5 YEAR TIPS BOND ETF962 sharesnew addition2025-09-302025-10-22history
ETR ENTERGY CORPORATION NEW1.1K shares-13.96%2025-09-302025-10-22history
FCNCA FIRST CITIZENS BANCSHARES INC.55 sharesnew addition2025-09-302025-10-22history
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF3.0K shares-14.22%2025-09-302025-10-22history
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ESGE ISHARES ESG AWARE MSCI EM ETF2.1K shares3.71%2025-09-302025-10-22history
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF1.9K shares0.00%2025-09-302025-10-22history
SBAC SBA COMMUNICATIONS CORPORATION471 shares0.00%2025-09-302025-10-22history
HAS HASBRO, INC.1.2K shares66.99%2025-09-302025-10-22history
MDT MEDTRONIC PLC934 shares462.65%2025-09-302025-10-22history
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF2.0K shares0.00%2025-09-302025-10-22history
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MAR MARRIOTT INTERNATIONAL INC317 shares-4.80%2025-09-302025-10-22history
HOOD ROBINHOOD MARKETS INC567 sharesnew addition2025-09-302025-10-22history
COF CAPITAL ONE FINANCIAL CORP.381 shares220.17%2025-09-302025-10-22history
ARE ALEXANDRIA REAL ESTATE EQUITIES INC967 shares0.00%2025-09-302025-10-22history
WCN WASTE CONNECTIONS INC450 shares0.00%2025-09-302025-10-22history
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF1.9K shares0.00%2025-09-302025-10-22history
PWR QUANTA SERVICES, INC.187 shares8.72%2025-09-302025-10-22history
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FTRB FEDERATED HERMES TOTAL RETURN BOND ETF3.0K shares0.00%2025-09-302025-10-22history
PPG PPG INDUSTRIES INC696 shares22.11%2025-09-302025-10-22history
ECL ECOLAB INC262 shares336.67%2025-09-302025-10-22history
CFG CITIZENS FINANCIAL GROUP INC1.3K shares286.53%2025-09-302025-10-22history
BIL SPDR BBG BARC 1-3 MONTH TBIL771 sharesnew addition2025-09-302025-10-22history
VO VANGUARD MID-CAP ETF240 shares0.00%2025-09-302025-10-22history
BAX BAXTER INTERNATIONAL INC.3.1K shares374.65%2025-09-302025-10-22history
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SUB ISHARES SHORT-TERM NATIONAL637 shares0.00%2025-09-302025-10-22history
MU MICRON TECHNOLOGY INC405 shares120.11%2025-09-302025-10-22history
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF PORT1.4K shares0.00%2025-09-302025-10-22history
KMI KINDER MORGAN INC2.3K shares-35.48%2025-09-302025-10-22history
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WDC WESTERN DIGITAL CORPORATION516 sharesnew addition2025-09-302025-10-22history
EA ELECTRONIC ARTS INC303 sharesnew addition2025-09-302025-10-22history
NUMG NUVEEN ESG MID CAP GROWTH ETF1.2K shares0.00%2025-09-302025-10-22history
NFLX NETFLIX INC50 shares100.00%2025-09-302025-10-22history
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO316 shares0.00%2025-09-302025-10-22history
TEL TE CONNECTIVITY268 shares0.00%2025-09-302025-10-22history
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PHO INVESCO WATER RESOURCES ETF800 shares0.00%2025-09-302025-10-22history
HPQ HP INC2.1K shares1430.43%2025-09-302025-10-22history
MMC MARSH & MCLENNAN COMPANIES INC284 shares-28.64%2025-09-302025-10-22history
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FBIN FORTUNE BRANDS INNOVATIONS INC1.0K shares0.00%2025-09-302025-10-22history
IDA IDACORP INC400 shares0.00%2025-09-302025-10-22history
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DD DUPONT DE NEMOURS INC664 shares0.00%2025-09-302025-10-22history
GM GENERAL MOTORS CO841 shares292.99%2025-09-302025-10-22history
FLEX FLEX LTD.850 shares0.00%2025-09-302025-10-22history
HACK AMPLIFY CYBERSECURITY ETF563 sharesnew addition2025-09-302025-10-22history
PFG PRINCIPAL FINANCIAL GROUP581 shares0.00%2025-09-302025-10-22history
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FTV FORTIVE CORP944 shares372.00%2025-09-302025-10-22history
PH PARKER HANNIFIN CORP.60 shares0.00%2025-09-302025-10-22history
FIS FIDELITY NATIONAL INFORMATION SERVICES INC682 sharesnew addition2025-09-302025-10-22history
SRE SEMPRA COM491 shares1945.83%2025-09-302025-10-22history
LDOS LEIDOS HOLDINGS INC227 sharesnew addition2025-09-302025-10-22history
WTW WILLIS TOWERS WATSON PLC122 shares1933.33%2025-09-302025-10-22history
CG CARLYLE GROUP INC/THE642 sharesnew addition2025-09-302025-10-22history
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ROK ROCKWELL AUTOMATION INC112 shares0.00%2025-09-302025-10-22history
PPL PPL CORP COM1.0K shares-71.66%2025-09-302025-10-22history
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MDLZ MONDELEZ INTERNATIONAL INC-A607 shares0.00%2025-09-302025-10-22history
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD720 shares0.00%2025-09-302025-10-22history
FNF FNF GROUP600 sharesnew addition2025-09-302025-10-22history
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STK COLUMBIA SELIG PREM TECH GW1.0K shares0.00%2025-09-302025-10-22history
VXF VANGUARD EXTENDED MARKET ETF166 shares-36.64%2025-09-302025-10-22history
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AIG AMERICAN INTERNATIONAL GROUP INC420 shares950.00%2025-09-302025-10-22history
COHR COHERENT CORP300 shares0.00%2025-09-302025-10-22history
ELV ELEVANCE HEALTH, INC100 shares334.78%2025-09-302025-10-22history
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LW LAMB WESTON HOLDINGS INC519 sharesnew addition2025-09-302025-10-22history
VB VANGUARD SMALL-CAP ETF116 shares0.00%2025-09-302025-10-22history
INTC INTEL CORPORATION878 shares0.00%2025-09-302025-10-22history
DTE DTE ENERGY COMPANY200 shares-7.41%2025-09-302025-10-22history
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EBAY EBAY INC.300 shares-15.49%2025-09-302025-10-22history
TFC TRUIST FINANCIAL CORP COM591 shares0.00%2025-09-302025-10-22history
WAB WABTEC CORPORATION134 shares6600.00%2025-09-302025-10-22history
PCAR PACCAR INC266 shares0.00%2025-09-302025-10-22history
CF CF INDUSTRIES HOLDINGS INC290 shares-6.75%2025-09-302025-10-22history
IWV ISHARES TRUST RUSSELL 3000 ETF68 shares0.00%2025-09-302025-10-22history
LRCX LAM RESEARCH CORP192 shares20.00%2025-09-302025-10-22history
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CATH GLOBAL X SP 500 CATHOLIC VALUES ETF315 shares0.00%2025-09-302025-10-22history
VIOO VANGUARD S&P SMALL-CAP 600 ETF230 sharesnew addition2025-09-302025-10-22history
MTB M&T BANK CORP.128 shares0.00%2025-09-302025-10-22history
AMX AMERICA MOVIL SAB DE CV1.2K shares0.00%2025-09-302025-10-22history
ACWX ISHARES MSCI ACWI EX US ETF381 shares0.00%2025-09-302025-10-22history
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION365 sharesnew addition2025-09-302025-10-22history
IBDQ ISHARES IBONDS DEC 2025 TERM CORPORATE ETF970 shares0.00%2025-09-302025-10-22history
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IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF989 shares0.00%2025-09-302025-10-22history
RANI RANI THERAPEUTICS HOLDINGS-A48.1K shares0.00%2025-09-302025-10-22history
GILD GILEAD SCIENCES INC213 shares46.90%2025-09-302025-10-22history
SONY SONY CORP-SPONSORED ADR804 shares665.71%2025-09-302025-10-22history
FTGC FIRST TR GLBL TACTICAL COMMDY FUND ETF881 shares0.00%2025-09-302025-10-22history
VLTO VERALTO CORP213 sharesnew addition2025-09-302025-10-22history
ALLE ALLEGION PLC126 shares687.50%2025-09-302025-10-22history
SPOT SPOTIFY TECHNOLOGY ADR31 sharesnew addition2025-09-302025-10-22history
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STM STMICROELECTRONICS N V756 sharesnew addition2025-09-302025-10-22history
CNP CENTERPOINT ENERGY INC.539 shares0.00%2025-09-302025-10-22history
DASH DOORDASH INC - A75 sharesnew addition2025-09-302025-10-22history
CCK CROWN HOLDINGS, INC.211 sharesnew addition2025-09-302025-10-22history
BTT BLACKROCK MUNICIPAL TARGET TERM TRUST900 sharesnew addition2025-09-302025-10-22history
REXR REXFORD INDL RLTY INC491 shares2034.78%2025-09-302025-10-22history
KDP KEURIG DR PEPPER INC.787 shares883.75%2025-09-302025-10-22history
CSX CSX CORP.559 shares2695.00%2025-09-302025-10-22history
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OMC OMNICOM GROUP INC240 shares0.00%2025-09-302025-10-22history
NUSC NUSHARES NUVEEN ESG SMALL CAP ETF443 shares11.87%2025-09-302025-10-22history
FDS FACTSET RESEARCH SYSTEM67 shares0.00%2025-09-302025-10-22history
EVRG EVERGY INC249 sharesnew addition2025-09-302025-10-22history
EIX EDISON INTERNATIONAL341 sharesnew addition2025-09-302025-10-22history
MELI MERCADOLIBRE INC8 sharesnew addition2025-09-302025-10-22history
CPB CAMPBELL SOUP COMPANY566 sharesnew addition2025-09-302025-10-22history
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EEM ISHARES MSCI EMERGING MARKETS ETF334 shares-5.65%2025-09-302025-10-22history
WCC WESCO INTERNATIONAL INC84 sharesnew addition2025-09-302025-10-22history
RC READY CAPITAL CORPORATION4.5K shares0.00%2025-09-302025-10-22history
SCHG SCHWAB US LARGE-CAP GROWTH547 sharesnew addition2025-09-302025-10-22history
GRID FIRST TRST NASD CL EDG SGIIF114 shares0.00%2025-09-302025-10-22history
NJR NEW JERSEY RESOURCES CORP.350 shares0.00%2025-09-302025-10-22history
PRU PRUDENTIAL FINANCIAL, INC.160 shares0.00%2025-09-302025-10-22history
OXY.WS OCCIDENTAL PETE CORP WT EXP649 shares-0.61%2025-09-302025-10-22history
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CQP CHENIERE ENERGY PARTNERS, L.P300 shares0.00%2025-09-302025-10-22history
LEA LEAR CORP COM NEW159 sharesnew addition2025-09-302025-10-22history
STAG STAG INDL INC449 sharesnew addition2025-09-302025-10-22history
IP INTERNATIONAL PAPER CO.341 shares0.00%2025-09-302025-10-22history
SCHB SCHWAB U.S. BROAD MARKET ETF592 sharesnew addition2025-09-302025-10-22history
ICF ISHARES COHEN & STEERS REIT ETF245 shares0.00%2025-09-302025-10-22history
FITB FIFTH THIRD BANCORP335 shares-14.10%2025-09-302025-10-22history
BABA ALIBABA GROUP HOLDING LTD80 sharesnew addition2025-09-302025-10-22history
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SHOP SHOPIFY INC- CLASS A96 shares284.00%2025-09-302025-10-22history
BAM BROOKFIELD ASSET MGMT-A248 shares0.00%2025-09-302025-10-22history
FDX FEDEX CORPORATION59 shares0.00%2025-09-302025-10-22history
CNH CNH INDUSTRIAL NV1.3K sharesnew addition2025-09-302025-10-22history
IYR ISHARES U.S. REAL ESTATE ETF142 shares0.00%2025-09-302025-10-22history
RWR SPDR DOW JONES REIT ETF137 shares0.00%2025-09-302025-10-22history
RAL RALLIANT CORP314 shares375.76%2025-09-302025-10-22history
DOW DOW INC591 shares0.00%2025-09-302025-10-22history
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IFF INTERNATIONAL FLAVORS & FRAGRANCES INC218 sharesnew addition2025-09-302025-10-22history
WY WEYERHAEUSER CO536 shares0.00%2025-09-302025-10-22history
VRT VERTIV HOLDINGS CO88 sharesnew addition2025-09-302025-10-22history
TDG TRANSDIGM GROUP INC10 sharesnew addition2025-09-302025-10-22history
LKQ LKQ CORPORATION430 shares0.00%2025-09-302025-10-22history
CTVA CORTEVA INC193 shares0.00%2025-09-302025-10-22history
WEN WENDY'S INTERNATIONAL INC1.4K shares0.00%2025-09-302025-10-22history
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF422 shares29.05%2025-09-302025-10-22history
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SU SUNCOR ENERGY INC300 shares0.00%2025-09-302025-10-22history
MGF MFS GOVERNMENT MARKETS INCOME TRUST4.0K shares0.00%2025-09-302025-10-22history
IHF ISHARES US HEALTHCASE PROVIDERS ETF250 shares0.00%2025-09-302025-10-22history
AXON AXON ENTERPRISE INC17 shares750.00%2025-09-302025-10-22history
YUM YUM! BRANDS INC.80 shares0.00%2025-09-302025-10-22history
IWS ISHARES RUSSELL MID-CAP VALUE ETF87 shares0.00%2025-09-302025-10-22history
PYPL PAYPAL HOLDINGS INC181 shares0.00%2025-09-302025-10-22history
SCHZ SCHWAB US AGGREGATE BOND ETF517 sharesnew addition2025-09-302025-10-22history
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OVV OVINTIV INC300 shares0.00%2025-09-302025-10-22history
LNG CHENIERE ENERGY, INC.50 sharesnew addition2025-09-302025-10-22history
CLOU GLOBAL X FDS CLOUD COMPUTING ETF500 shares0.00%2025-09-302025-10-22history
BHP BHP GROUP LTD200 shares0.00%2025-09-302025-10-22history
EQT EQT CORPORATION200 shares-14.89%2025-09-302025-10-22history
SHW SHERWIN - WILLIAMS COMPANY31 shares-63.95%2025-09-302025-10-22history
NVG NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND853 shares-90.79%2025-09-302025-10-22history
BLD TOPBUILD CORP26 sharesnew addition2025-09-302025-10-22history
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VGSH VANGUARD SHORT-TERM TREASURY169 shares0.00%2025-09-302025-10-22history
DAL DELTA AIR LINES INC175 shares0.00%2025-09-302025-10-22history
GEHC GE HEALTHCARE TECHNOLOGY131 shares-10.88%2025-09-302025-10-22history
ORLY O'REILLY AUTOMOTIVE INC90 shares0.00%2025-09-302025-10-22history
RBLX ROBLOX CORP- CLASS A69 sharesnew addition2025-09-302025-10-22history
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MDB MONGODB INC30 sharesnew addition2025-09-302025-10-22history
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XSHD INVESCO S&P SMALL CAP HIGH DIV ETF650 shares0.00%2025-09-302025-10-22history
Sponsored
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WBD WARNER BROS DISCOVERY INC430 shares-44.37%2025-09-302025-10-22history
NAD NUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND675 sharesnew addition2025-09-302025-10-22history
AFB ALLIANCE NATIONAL MUNICIPAL INCOME FUND725 sharesnew addition2025-09-302025-10-22history
NATL NCR ATLEOS CORP200 shares0.00%2025-09-302025-10-22history
INSM INSMED INC54 sharesnew addition2025-09-302025-10-22history
RACE FERRARI NV16 sharesnew addition2025-09-302025-10-22history
NET CLOUDFLARE INC - CLASS A36 sharesnew addition2025-09-302025-10-22history
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LUV SOUTHWEST AIRLINES CO.230 shares0.00%2025-09-302025-10-22history
MRVL MARVELL TECHOLOGY INC87 sharesnew addition2025-09-302025-10-22history
NEA NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND636 shares-88.76%2025-09-302025-10-22history
ISRG INTUITIVE SURGICAL INC16 shares433.33%2025-09-302025-10-22history
SCHE SCHWAB EMERGING MARKETS EQUITY ETF208 sharesnew addition2025-09-302025-10-22history
ING ING GROEP N.V.-SPONSORED ADR265 shares0.00%2025-09-302025-10-22history
SNPS SYNOPSYS INC14 shares7.69%2025-09-302025-10-22history
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF242 shares0.00%2025-09-302025-10-22history
Sponsored
CPRT COPART INC148 shares0.00%2025-09-302025-10-22history
ANET ARISTA NETWORKS45 sharesnew addition2025-09-302025-10-22history
VTRS VIATRIS INC653 shares0.62%2025-09-302025-10-22history
CVNA CARVANA17 sharesnew addition2025-09-302025-10-22history

Call Option Holdings
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Put Option Holdings
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