The Analysis of NAPLES GLOBAL ADVISORS, LLC's Holdings
Currently, NAPLES GLOBAL ADVISORS, LLC holds 436 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in ARE (+24.6K shares, valued at $2.1M), ASML (+1.5K shares, valued at $1.4M), MINT (+12.8K shares, valued at $1.3M); decreased their positions in CCI (-16.6K shares, valued at $1.6M), UNH (-4.0K shares, valued at $1.4M), AAPL (-3.2K shares, valued at $810.5K); initiated new positions in MINT (+12.8K shares, valued at $1.3M), VNOM (+14.2K shares, valued at $542.3K), VYM (+3.4K shares, valued at $479.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC187.7K shares-1.67%2025-09-302025-10-30
AVGO BROADCOM INC119.8K shares-0.82%2025-09-302025-10-30 MSFT MICROSOFT CORP74.3K shares2.57%2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR MFG LTD101.4K shares-1.07%2025-09-302025-10-30 IVV ISHARES TR41.3K shares-0.95%2025-09-302025-10-30 VOO VANGUARD INDEX FDS40.7K shares0.47%2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR997.4K shares4.12%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.68.9K shares2.94%2025-09-302025-10-30 VV VANGUARD INDEX FDS60.7K shares-0.60%2025-09-302025-10-30 GLW CORNING INC227.5K shares-2.83%2025-09-302025-10-30 SCHE SCHWAB STRATEGIC TR453.1K shares3.55%2025-09-302025-10-30 ORCL ORACLE CORP52.6K shares-2.61%2025-09-302025-10-30 HD HOME DEPOT INC33.2K shares-0.49%2025-09-302025-10-30 IJH ISHARES TR182.2K shares1.25%2025-09-302025-10-30 NVDA NVIDIA CORPORATION62.7K shares7.41%2025-09-302025-10-30 XOM EXXON MOBIL CORP103.4K shares0.47%2025-09-302025-10-30 GOOGL ALPHABET INC46.8K shares6.97%2025-09-302025-10-30 ABBV ABBVIE INC48.3K shares2.26%2025-09-302025-10-30 IWD ISHARES TR53.5K shares4.53%2025-09-302025-10-30 LRCX LAM RESEARCH CORP80.1K shares-0.54%2025-09-302025-10-30 VGT VANGUARD WORLD FD14.1K shares-0.21%2025-09-302025-10-30 LDOS LEIDOS HOLDINGS INC55.2K shares0.25%2025-09-302025-10-30 IGF ISHARES TR167.7K shares4.54%2025-09-302025-10-30 AMGN AMGEN INC35.3K shares0.37%2025-09-302025-10-30 ADI ANALOG DEVICES INC40.2K shares0.02%2025-09-302025-10-30 PFFD GLOBAL X FDS507.7K shares10.77%2025-09-302025-10-30 LLY ELI LILLY & CO12.9K shares3.63%2025-09-302025-10-30 SPYM SPDR SERIES TRUST123.8K shares4.61%2025-09-302025-10-30 CSCO CISCO SYS INC141.2K shares-1.07%2025-09-302025-10-30 BLK BLACKROCK INC8.2K shares0.39%2025-09-302025-10-30 PKG PACKAGING CORP AMER42.8K shares-0.32%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON49.8K shares2.92%2025-09-302025-10-30 MRK MERCK & CO INC107.9K shares0.93%2025-09-302025-10-30 ITOT ISHARES TR61.3K shares-0.78%2025-09-302025-10-30 META META PLATFORMS INC12.1K shares5.53%2025-09-302025-10-30 SAP SAP SE31.3K shares0.01%2025-09-302025-10-30 ACN ACCENTURE PLC IRELAND32.7K shares11.52%2025-09-302025-10-30 IJR ISHARES TR67.7K shares3.89%2025-09-302025-10-30 REET ISHARES TR310.3K shares7.96%2025-09-302025-10-30 PAYX PAYCHEX INC61.9K shares2.04%2025-09-302025-10-30 AMZN AMAZON COM INC34.7K shares9.83%2025-09-302025-10-30 NEE NEXTERA ENERGY INC100.8K shares2.52%2025-09-302025-10-30 AXP AMERICAN EXPRESS CO22.9K shares-1.66%2025-09-302025-10-30 KLAC KLA CORP7.0K shares-1.01%2025-09-302025-10-30 AMAT APPLIED MATLS INC36.7K shares-0.52%2025-09-302025-10-30 BX BLACKSTONE INC43.8K shares-0.41%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO47.3K shares2.77%2025-09-302025-10-30 LMT LOCKHEED MARTIN CORP14.5K shares3.69%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS120.7K shares6.57%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC44.5K shares1.09%2025-09-302025-10-30 DLR DIGITAL RLTY TR INC41.2K shares0.30%2025-09-302025-10-30 SO SOUTHERN CO74.6K shares-0.60%2025-09-302025-10-30 RIO RIO TINTO PLC105.9K shares1.97%2025-09-302025-10-30 RTX RTX CORPORATION41.1K shares-0.65%2025-09-302025-10-30 BWXT BWX TECHNOLOGIES INC37.2K shares-0.27%2025-09-302025-10-30 INFY INFOSYS LTD420.2K shares6.61%2025-09-302025-10-30 SCHW SCHWAB CHARLES CORP71.0K shares0.38%2025-09-302025-10-30 MU MICRON TECHNOLOGY INC40.3K shares-2.66%2025-09-302025-10-30 AGG ISHARES TR66.2K shares5.64%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR9.7K shares-1.85%2025-09-302025-10-30 WSO WATSCO INC16.0K shares0.66%2025-09-302025-10-30 GOOG ALPHABET INC26.1K shares14.11%2025-09-302025-10-30 QCOM QUALCOMM INC37.6K shares-0.33%2025-09-302025-10-30 CM CANADIAN IMPERIAL BANK OF CO77.5K shares-1.65%2025-09-302025-10-30 VTI VANGUARD INDEX FDS18.6K shares-0.06%2025-09-302025-10-30 IGIB ISHARES TR110.8K shares8.89%2025-09-302025-10-30 CTVA CORTEVA INC88.2K shares-0.42%2025-09-302025-10-30 MUB ISHARES TR56.0K shares8.39%2025-09-302025-10-30 MDT MEDTRONIC PLC58.7K shares0.70%2025-09-302025-10-30 MCD MCDONALDS CORP18.4K shares-0.10%2025-09-302025-10-30 BIV VANGUARD BD INDEX FDS69.3K shares18.82%2025-09-302025-10-30 WMT WALMART INC51.3K shares1.64%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F95.8K shares1.75%2025-09-302025-10-30 TXN TEXAS INSTRS INC27.2K shares0.37%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS17.4K shares1.99%2025-09-302025-10-30 CVX CHEVRON CORP NEW30.9K shares3.86%2025-09-302025-10-30 EMR EMERSON ELEC CO36.5K shares-1.26%2025-09-302025-10-30 CAT CATERPILLAR INC9.9K shares-3.77%2025-09-302025-10-30 MCHP MICROCHIP TECHNOLOGY INC.73.2K shares-2.02%2025-09-302025-10-30 LIN LINDE PLC9.4K shares-0.14%2025-09-302025-10-30 SBUX STARBUCKS CORP52.5K shares-0.86%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC12.8K shares-23.71%2025-09-302025-10-30 ARE ALEXANDRIA REAL ESTATE EQ IN52.3K shares88.92%2025-09-302025-10-30 CRM SALESFORCE INC18.3K shares25.93%2025-09-302025-10-30 ASML ASML HOLDING N V4.3K shares51.17%2025-09-302025-10-30 SCHB SCHWAB STRATEGIC TR160.9K shares1.42%2025-09-302025-10-30 BABA ALIBABA GROUP HLDG LTD22.9K shares1.28%2025-09-302025-10-30 AZN ASTRAZENECA PLC53.0K shares-0.48%2025-09-302025-10-30 JXN JACKSON FINANCIAL INC39.5K shares1.43%2025-09-302025-10-30 ABT ABBOTT LABS29.7K shares5.13%2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR150.7K shares1.32%2025-09-302025-10-30 BSV VANGUARD BD INDEX FDS49.1K shares2.73%2025-09-302025-10-30 PEP PEPSICO INC26.9K shares2.56%2025-09-302025-10-30 TEL TE CONNECTIVITY PLC17.2K shares-0.75%2025-09-302025-10-30 STX SEAGATE TECHNOLOGY HLDNGS PL15.9K shares-2.97%2025-09-302025-10-30 BMY BRISTOL-MYERS SQUIBB CO81.6K shares2.68%2025-09-302025-10-30 CSX CSX CORP102.7K shares0.18%2025-09-302025-10-30 UPS UNITED PARCEL SERVICE INC42.1K shares-10.73%2025-09-302025-10-30 APD AIR PRODS & CHEMS INC12.9K shares1.44%2025-09-302025-10-30 NVS NOVARTIS AG26.3K shares-1.99%2025-09-302025-10-30 QQQ INVESCO QQQ TR5.6K shares3.25%2025-09-302025-10-30 WM WASTE MGMT INC DEL14.9K shares1.73%2025-09-302025-10-30 USB US BANCORP DEL66.1K shares1.22%2025-09-302025-10-30 SUB ISHARES TR29.7K shares6.75%2025-09-302025-10-30 IXUS ISHARES TR37.4K shares-0.83%2025-09-302025-10-30 DUK DUKE ENERGY CORP NEW24.9K shares0.70%2025-09-302025-10-30 UL UNILEVER PLC51.3K shares4.38%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL6.0K shares2.18%2025-09-302025-10-30 GII SPDR INDEX SHS FDS42.9K shares4.89%2025-09-302025-10-30 EMXC ISHARES INC42.6K shares5.11%2025-09-302025-10-30 XLC SELECT SECTOR SPDR TR24.1K shares0.53%2025-09-302025-10-30 SPMD SPDR SERIES TRUST49.4K shares1.72%2025-09-302025-10-30 PFE PFIZER INC110.8K shares-1.73%2025-09-302025-10-30 HII HUNTINGTON INGALLS INDS INC9.8K shares-0.18%2025-09-302025-10-30 V VISA INC8.1K shares21.09%2025-09-302025-10-30 NSC NORFOLK SOUTHN CORP9.0K shares-0.06%2025-09-302025-10-30 A AGILENT TECHNOLOGIES INC21.0K shares0.45%2025-09-302025-10-30 GPC GENUINE PARTS CO19.3K shares0.49%2025-09-302025-10-30 TGT TARGET CORP29.9K shares3.85%2025-09-302025-10-30 CB CHUBB LIMITED9.4K shares12.54%2025-09-302025-10-30 MBB ISHARES TR27.9K shares32.01%2025-09-302025-10-30 IWR ISHARES TR27.2K shares-2.17%2025-09-302025-10-30 MDY SPDR S&P MIDCAP 400 ETF TR4.4K shares0.00%2025-09-302025-10-30 UNM UNUM GROUP33.1K shares-4.65%2025-09-302025-10-30 SON SONOCO PRODS CO58.7K shares0.73%2025-09-302025-10-30 LNC LINCOLN NATL CORP IND62.0K shares-2.70%2025-09-302025-10-30 MLPX GLOBAL X FDS39.8K shares1.83%2025-09-302025-10-30 HESM HESS MIDSTREAM LP71.8K shares6.57%2025-09-302025-10-30 KR KROGER CO36.6K shares-1.21%2025-09-302025-10-30 IX ORIX CORP93.3K shares0.97%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW2.7K shares3.31%2025-09-302025-10-30 INGR INGREDION INC20.0K shares3.96%2025-09-302025-10-30 EFA ISHARES TR26.0K shares-0.76%2025-09-302025-10-30 MCO MOODYS CORP5.0K shares0.00%2025-09-302025-10-30 ICE INTERCONTINENTAL EXCHANGE IN14.3K shares0.83%2025-09-302025-10-30 IGSB ISHARES TR44.9K shares24.39%2025-09-302025-10-30 UNP UNION PAC CORP10.0K shares0.87%2025-09-302025-10-30 YUMC YUM CHINA HLDGS INC54.3K shares8.06%2025-09-302025-10-30 BMO BANK MONTREAL QUE17.7K shares-0.81%2025-09-302025-10-30 LECO LINCOLN ELEC HLDGS INC9.6K shares0.78%2025-09-302025-10-30 KMB KIMBERLY-CLARK CORP18.0K shares0.40%2025-09-302025-10-30 CCI CROWN CASTLE INC23.2K shares-41.72%2025-09-302025-10-30 OMAB GRUPO AEROPORTUARIO DEL CENT21.5K shares0.28%2025-09-302025-10-30 DEO DIAGEO PLC23.2K shares-2.63%2025-09-302025-10-30 MMM 3M CO14.2K shares-1.26%2025-09-302025-10-30 DE DEERE & CO4.7K shares-1.86%2025-09-302025-10-30 KMI KINDER MORGAN INC DEL76.6K shares2.68%2025-09-302025-10-30 LOW LOWES COS INC8.6K shares0.06%2025-09-302025-10-30 LHX L3HARRIS TECHNOLOGIES INC7.1K shares0.74%2025-09-302025-10-30 TRV TRAVELERS COMPANIES INC7.7K shares-0.08%2025-09-302025-10-30 ETV EATON VANCE TAX-MANAGED BUY-148.5K shares-7.58%2025-09-302025-10-30 RPM RPM INTL INC17.9K shares0.73%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS42.1K shares8.44%2025-09-302025-10-30 MGIC MAGIC SOFTWARE ENTERPRISES L102.2K shares-0.86%2025-09-302025-10-30 DIS DISNEY WALT CO18.2K shares2.22%2025-09-302025-10-30 TSLA TESLA INC4.7K shares2.05%2025-09-302025-10-30 SPSM SPDR SERIES TRUST44.7K shares5.13%2025-09-302025-10-30 HDB HDFC BANK LTD60.6K shares107.77%2025-09-302025-10-30 PH PARKER-HANNIFIN CORP2.7K shares5.37%2025-09-302025-10-30 KO COCA COLA CO29.8K shares8.48%2025-09-302025-10-30 BR BROADRIDGE FINL SOLUTIONS IN8.2K shares-0.85%2025-09-302025-10-30 FFWM FIRST FNDTN INC348.2K shares0.00%2025-09-302025-10-30 AFL AFLAC INC17.3K shares-4.74%2025-09-302025-10-30 FDS FACTSET RESH SYS INC6.7K shares48.18%2025-09-302025-10-30 DLB DOLBY LABORATORIES INC26.4K shares-16.15%2025-09-302025-10-30 SCHD SCHWAB STRATEGIC TR70.0K shares-2.25%2025-09-302025-10-30 ORI OLD REP INTL CORP44.7K shares1.08%2025-09-302025-10-30 DCI DONALDSON INC23.0K shares4.52%2025-09-302025-10-30 FLNG FLEX LNG LTD73.9K shares1.47%2025-09-302025-10-30 GLD SPDR GOLD TR5.2K shares0.00%2025-09-302025-10-30 SHYG ISHARES TR42.4K shares0.77%2025-09-302025-10-30 DGX QUEST DIAGNOSTICS INC9.4K shares0.28%2025-09-302025-10-30 ALCO ALICO INC51.0K shares-3.07%2025-09-302025-10-30 GSK GSK PLC40.4K shares0.84%2025-09-302025-10-30 NWE NORTHWESTERN ENERGY GROUP IN29.9K shares3.29%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN5.9K shares4.35%2025-09-302025-10-30 PRU PRUDENTIAL FINL INC16.6K shares5.56%2025-09-302025-10-30 COP CONOCOPHILLIPS18.2K shares1.48%2025-09-302025-10-30 FTSM FIRST TR EXCHANGE-TRADED FD28.4K shares47.53%2025-09-302025-10-30 SIMO SILICON MOTION TECHNOLOGY CO17.9K shares1.47%2025-09-302025-10-30 KIM KIMCO RLTY CORP76.1K shares4.11%2025-09-302025-10-30 DCRE DOUBLELINE ETF TRUST30.9K shares21.36%2025-09-302025-10-30 CAH CARDINAL HEALTH INC10.2K shares2.02%2025-09-302025-10-30 TSN TYSON FOODS INC28.7K shares11.42%2025-09-302025-10-30 EXPD EXPEDITORS INTL WASH INC12.7K shares-0.20%2025-09-302025-10-30 EMDM FIRST TR EXCHANGE TRADED FD54.9K shares11.14%2025-09-302025-10-30 VCIT VANGUARD SCOTTSDALE FDS18.0K shares6.70%2025-09-302025-10-30 VCSH VANGUARD SCOTTSDALE FDS18.9K shares-2.32%2025-09-302025-10-30 SCHA SCHWAB STRATEGIC TR54.0K shares-0.57%2025-09-302025-10-30 MA MASTERCARD INCORPORATED2.6K shares17.10%2025-09-302025-10-30 CUBE CUBESMART36.4K shares27.69%2025-09-302025-10-30 SAFT SAFETY INS GROUP INC20.3K shares4.55%2025-09-302025-10-30 NEAR ISHARES U S ETF TR27.8K shares-3.47%2025-09-302025-10-30 NVO NOVO-NORDISK A S25.3K shares51.29%2025-09-302025-10-30 HON HONEYWELL INTL INC6.7K shares18.88%2025-09-302025-10-30 ARCC ARES CAPITAL CORP68.4K shares7.53%2025-09-302025-10-30 ULST SSGA ACTIVE ETF TR33.8K shares-4.18%2025-09-302025-10-30 VSS VANGUARD INTL EQUITY INDEX F9.6K shares-0.52%2025-09-302025-10-30 GIS GENERAL MLS INC27.1K shares14.54%2025-09-302025-10-30 VUSB VANGUARD BD INDEX FDS27.1K shares-7.18%2025-09-302025-10-30 HTGC HERCULES CAPITAL INC71.4K shares2.18%2025-09-302025-10-30 OMC OMNICOM GROUP INC16.0K shares-4.80%2025-09-302025-10-30 LW LAMB WESTON HLDGS INC22.4K shares2.94%2025-09-302025-10-30 MINT PIMCO ETF TR12.8K sharesnew addition2025-09-302025-10-30 DFAS DIMENSIONAL ETF TRUST18.5K shares-0.57%2025-09-302025-10-30 IWV ISHARES TR3.3K shares0.00%2025-09-302025-10-30 ALB ALBEMARLE CORP15.5K shares-17.62%2025-09-302025-10-30 O REALTY INCOME CORP20.6K shares5.18%2025-09-302025-10-30 PAC GRUPO AEROPUERTO DEL PACIFIC5.2K shares-0.76%2025-09-302025-10-30 ADM ARCHER DANIELS MIDLAND CO20.5K shares-1.19%2025-09-302025-10-30 QQA INVESCO ACTIVELY MANAGED EXC23.2K shares29.89%2025-09-302025-10-30 CCEP COCA-COLA EUROPACIFIC PARTNE13.4K shares0.00%2025-09-302025-10-30 IWM ISHARES TR5.0K shares-0.79%2025-09-302025-10-30 BAC BANK AMERICA CORP23.4K shares3.79%2025-09-302025-10-30 DGRO ISHARES TR17.5K shares3.79%2025-09-302025-10-30 HOMB HOME BANCSHARES INC41.6K shares2.46%2025-09-302025-10-30 BHB BAR HBR BANKSHARES37.9K shares0.00%2025-09-302025-10-30 LOGI LOGITECH INTL S A10.4K shares-6.33%2025-09-302025-10-30 SPGI S&P GLOBAL INC2.3K shares35.80%2025-09-302025-10-30 SCHM SCHWAB STRATEGIC TR38.1K shares-2.91%2025-09-302025-10-30 TJX TJX COS INC NEW7.8K shares24.24%2025-09-302025-10-30 IVOO VANGUARD ADMIRAL FDS INC10.2K shares0.00%2025-09-302025-10-30 VWOB VANGUARD WHITEHALL FDS16.6K shares176.05%2025-09-302025-10-30 ASR GRUPO AEROPORTUARIO DEL SURE3.3K shares-0.15%2025-09-302025-10-30 SRLN SSGA ACTIVE ETF TR25.9K shares-1.37%2025-09-302025-10-30 CQP CHENIERE ENERGY PARTNERS LP20.0K shares0.00%2025-09-302025-10-30 EPI WISDOMTREE TR24.2K shares0.00%2025-09-302025-10-30 ET ENERGY TRANSFER L P61.4K shares9.36%2025-09-302025-10-30 AVA AVISTA CORP27.7K shares11.00%2025-09-302025-10-30 IYT ISHARES TR14.5K shares366.03%2025-09-302025-10-30 OTEX OPEN TEXT CORP27.7K shares23.17%2025-09-302025-10-30 CAG CONAGRA BRANDS INC55.8K shares-24.07%2025-09-302025-10-30 VB VANGUARD INDEX FDS4.0K shares0.40%2025-09-302025-10-30 K KELLANOVA12.3K shares-7.15%2025-09-302025-10-30 SWK STANLEY BLACK & DECKER INC13.5K shares-6.40%2025-09-302025-10-30 CLX CLOROX CO DEL8.1K shares-21.07%2025-09-302025-10-30 SJM SMUCKER J M CO9.1K shares-1.94%2025-09-302025-10-30 PNW PINNACLE WEST CAP CORP11.0K shares0.00%2025-09-302025-10-30 PSA PUBLIC STORAGE OPER CO3.4K shares12.88%2025-09-302025-10-30 LAMR LAMAR ADVERTISING CO NEW7.9K shares0.00%2025-09-302025-10-30 DFUS DIMENSIONAL ETF TRUST13.2K shares0.00%2025-09-302025-10-30 RY ROYAL BK CDA6.5K shares-32.07%2025-09-302025-10-30 IBDW ISHARES TR44.5K shares40.33%2025-09-302025-10-30 IEMG ISHARES INC14.2K shares4.37%2025-09-302025-10-30 NDAQ NASDAQ INC10.5K shares20.66%2025-09-302025-10-30 CHD CHURCH & DWIGHT CO INC10.6K shares-0.09%2025-09-302025-10-30 OEF ISHARES TR2.8K shares-0.18%2025-09-302025-10-30 UGI UGI CORP NEW27.3K shares0.77%2025-09-302025-10-30 ENB ENBRIDGE INC18.1K shares-0.05%2025-09-302025-10-30 FDX FEDEX CORP3.8K shares-0.60%2025-09-302025-10-30 SYK STRYKER CORPORATION2.4K shares23.36%2025-09-302025-10-30 FAST 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shares0.00%2025-09-302025-10-30 VONV VANGUARD SCOTTSDALE FDS4.4K shares-1.65%2025-09-302025-10-30 XLF SELECT SECTOR SPDR TR7.2K sharesnew addition2025-09-302025-10-30 NUV NUVEEN MUN VALUE FD INC42.0K shares0.00%2025-09-302025-10-30 FI FISERV INC2.9K shares-8.95%2025-09-302025-10-30 NFRA FLEXSHARES TR6.0K shares0.00%2025-09-302025-10-30 ARES ARES MANAGEMENT CORPORATION2.4K shares-22.18%2025-09-302025-10-30 SPDW SPDR INDEX SHS FDS8.8K shares0.00%2025-09-302025-10-30 ZTS ZOETIS INC2.5K shares72.73%2025-09-302025-10-30 NWBI NORTHWEST BANCSHARES INC MD29.6K shares8.03%2025-09-302025-10-30 HYMB SPDR SERIES TRUST14.6K shares20.70%2025-09-302025-10-30 BXMT BLACKSTONE MTG TR INC19.5K shares4.28%2025-09-302025-10-30 SPSB SPDR SERIES TRUST11.6K shares15.55%2025-09-302025-10-30 SCHG SCHWAB STRATEGIC TR10.8K shares28.49%2025-09-302025-10-30 BKLN INVESCO EXCH TRADED FD TR II16.4K shares7.01%2025-09-302025-10-30 WSBC WESBANCO INC10.6K shares-0.93%2025-09-302025-10-30 GLPI GAMING & LEISURE PPTYS INC7.2K sharesnew addition2025-09-302025-10-30 IWP ISHARES TR2.4K shares-1.82%2025-09-302025-10-30 QUAL ISHARES TR1.7K shares0.00%2025-09-302025-10-30 PPA INVESCO EXCHANGE TRADED FD T2.1K sharesnew addition2025-09-302025-10-30 FDRR FIDELITY COVINGTON TRUST5.6K sharesnew addition2025-09-302025-10-30 NOW SERVICENOW INC354 sharesnew addition2025-09-302025-10-30 IUSV ISHARES TR3.2K shares0.00%2025-09-302025-10-30 INTC INTEL CORP9.6K shares-33.91%2025-09-302025-10-30 SHEL SHELL PLC4.4K shares13.75%2025-09-302025-10-30 VUG VANGUARD INDEX FDS654 shares0.00%2025-09-302025-10-30 LYB LYONDELLBASELL INDUSTRIES N6.4K shares-25.00%2025-09-302025-10-30 KNG FIRST TR EXCHANGE-TRADED FD6.1K shares-0.26%2025-09-302025-10-30 IAU ISHARES GOLD TR4.1K shares0.00%2025-09-302025-10-30 QQQM INVESCO EXCH TRADED FD TR II1.2K shares20.00%2025-09-302025-10-30 BHP BHP GROUP LTD5.2K shares2.97%2025-09-302025-10-30 FLOT ISHARES TR5.7K shares0.89%2025-09-302025-10-30 SHW SHERWIN WILLIAMS CO834 shares0.00%2025-09-302025-10-30 PSX PHILLIPS 662.1K shares0.09%2025-09-302025-10-30 T AT&T INC10.2K shares-3.42%2025-09-302025-10-30 IBDV ISHARES TR12.8K sharesnew addition2025-09-302025-10-30 XLY SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-10-30 CL COLGATE PALMOLIVE CO3.5K shares0.00%2025-09-302025-10-30 FNDE SCHWAB STRATEGIC TR7.7K shares0.00%2025-09-302025-10-30 SDVY FIRST TR EXCHANGE-TRADED FD7.3K shares0.00%2025-09-302025-10-30 EXR EXTRA SPACE STORAGE INC2.0K shares6.79%2025-09-302025-10-30 FIBK FIRST INTST BANCSYSTEM INC8.5K shares0.00%2025-09-302025-10-30 DFEM DIMENSIONAL ETF TRUST8.4K shares-10.66%2025-09-302025-10-30 SBSI SOUTHSIDE BANCSHARES INC9.4K shares-9.91%2025-09-302025-10-30 DFAI DIMENSIONAL ETF TRUST7.2K shares0.00%2025-09-302025-10-30 CNQ CANADIAN NAT RES LTD8.0K sharesnew addition2025-09-302025-10-30 DFAC DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-10-30 PAA PLAINS ALL AMERN PIPELINE L14.6K shares13.18%2025-09-302025-10-30 VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2025-09-302025-10-30 IBDT ISHARES TR9.7K sharesnew addition2025-09-302025-10-30 CRWD CROWDSTRIKE HLDGS INC503 shares8.64%2025-09-302025-10-30 CP CANADIAN PACIFIC KANSAS CITY3.3K shares0.00%2025-09-302025-10-30 NVT NVENT ELECTRIC PLC2.5K sharesnew addition2025-09-302025-10-30 AVEM AMERICAN CENTY ETF TR3.2K shares0.00%2025-09-302025-10-30 FSMB FIRST TR EXCH TRADED FD III12.0K shares0.00%2025-09-302025-10-30 FLRN SPDR SERIES TRUST7.7K shares-7.22%2025-09-302025-10-30 AOA ISHARES TR2.7K shares0.00%2025-09-302025-10-30 PNC PNC FINL SVCS GROUP INC1.2K shares8.92%2025-09-302025-10-30 OTIS OTIS WORLDWIDE CORP2.6K shares19.53%2025-09-302025-10-30 VLO VALERO ENERGY CORP1.4K sharesnew addition2025-09-302025-10-30 TT TRANE TECHNOLOGIES PLC562 shares0.00%2025-09-302025-10-30 FE FIRSTENERGY CORP5.2K shares0.00%2025-09-302025-10-30 MDLZ MONDELEZ INTL INC3.7K shares0.00%2025-09-302025-10-30 AGM FEDERAL AGRIC MTG CORP1.4K shares0.00%2025-09-302025-10-30 GEV GE VERNOVA INC376 sharesnew addition2025-09-302025-10-30 BIL SPDR SERIES TRUST2.5K sharesnew addition2025-09-302025-10-30 EEMV ISHARES INC3.5K shares0.00%2025-09-302025-10-30 D DOMINION ENERGY INC3.6K sharesnew addition2025-09-302025-10-30 STE STERIS PLC900 shares0.00%2025-09-302025-10-30 MET METLIFE INC2.7K sharesnew addition2025-09-302025-10-30 VHT VANGUARD WORLD FD850 shares0.00%2025-09-302025-10-30 VNQ VANGUARD INDEX FDS2.4K sharesnew addition2025-09-302025-10-30 PHM PULTE GROUP INC1.6K sharesnew addition2025-09-302025-10-30 INTU INTUIT317 shares24.80%2025-09-302025-10-30 MMC MARSH & MCLENNAN COS INC1.1K sharesnew addition2025-09-302025-10-30 PFF ISHARES TR6.7K sharesnew addition2025-09-302025-10-30 BDX BECTON DICKINSON & CO1.1K sharesnew addition2025-09-302025-10-30 SYY SYSCO CORP2.6K shares-10.33%2025-09-302025-10-30 SPEM SPDR INDEX SHS FDS4.4K sharesnew addition2025-09-302025-10-30 EQIX EQUINIX INC260 shares0.00%2025-09-302025-10-30 SCZ ISHARES TR2.6K sharesnew addition2025-09-302025-10-30 UBSI UNITED BANKSHARES INC WEST V5.4K sharesnew addition2025-09-302025-10-30 SLV ISHARES SILVER TR4.8K sharesnew addition2025-09-302025-10-30 NEO NEOGENOMICS INC10.8K shares0.00%2025-09-302025-10-30 SNDL SNDL INC10.0K shares0.00%2025-09-302025-10-30 IVVD INVIVYD INC10.0K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
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