Sponsored
The Analysis of NewEdge Advisors, LLC's Holdings & P&L
Currently, NewEdge Advisors, LLC holds 4214 types of securities in its portfolio with a total value $27.6B. In the most recent quarter, they have increased their positions in AAPL (+1.0M shares, valued at $275.4M), N/A (+875.2K shares, valued at $273.9M), WMT (+2.0M shares, valued at $220.2M); decreased their positions in QUAL (-376.8K shares, valued at $74.8M), AJG (-165.8K shares, valued at $42.9M), ITW (-160.2K shares, valued at $39.5M); initiated new positions in N/A (+159.4K shares, valued at $10.4M), SYSB (+102.1K shares, valued at $9.2M), ECVT (+895.4K shares, valued at $8.7M).
1M P&L
+712.1M+2.72%
3M P&L
-321.1M-1.18%
HY P&L
+925.7M+3.56%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A12.7B
51.3%
2Software - Infrastructure1.1B
4.3%
3Semiconductors1.1B
4.3%
Top Industries by Stock Count
1N/A1766 stocks
45.3%
2Banks - Regional115 stocks
3.0%
3Biotechnology102 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO132.6K sharesnew addition2025-12-312026-02-18
Sponsored
Sponsored
Sponsored
AAPL
41.88%APPLE INC
Shares3.4M
Event2025-12-31
Filed2026-02-18
MSFT
40.97%MICROSOFT CORP
Shares1.5M
Event2025-12-31
Filed2026-02-18
NVDA
1.76%NVIDIA CORP
Shares3.3M
Event2025-12-31
Filed2026-02-18
IVV
14.01%ISHARES CORE
Shares803.4K
Event2025-12-31
Filed2026-02-18
AMZN
44.68%AMAZON COM
Shares2.1M
Event2025-12-31
Filed2026-02-18
JPM
71.87%JPMORGAN CHASE
Shares1.5M
Event2025-12-31
Filed2026-02-18
ALPHABET INC
161.89%ALPHABET INC
Shares1.4M
Event2025-12-31
Filed2026-02-18
BROADCOM INC
17.58%BROADCOM INC
Shares1.1M
Event2025-12-31
Filed2026-02-18
VANGUARD INDEX FDS
10.15%VANGUARD INDEX FDS
Shares601.5K
Event2025-12-31
Filed2026-02-18
SPY
-4.64%SPDR S&P
Shares604.0K
Event2025-12-31
Filed2026-02-18
WMT
205.66%WALMART INC
Shares2.9M
Event2025-12-31
Filed2026-02-18
BERKSHIRE HATHAWAY
97.97%BERKSHIRE HATHAWAY
Shares624.8K
Event2025-12-31
Filed2026-02-18
DYNF
8.80%BLACKROCK ETF TRUST
Shares4.7M
Event2025-12-31
Filed2026-02-18
META
78.19%META PLATFORMS
Shares416.7K
Event2025-12-31
Filed2026-02-18
V
92.49%VISA INC
Shares741.2K
Event2025-12-31
Filed2026-02-18
VTV
11.46%VANGUARD INDEX FDS
Shares1.2M
Event2025-12-31
Filed2026-02-18
XOM
135.68%EXXON MOBIL
Shares1.8M
Event2025-12-31
Filed2026-02-18
IVW
1.78%ISHARES S&P
Shares1.7M
Event2025-12-31
Filed2026-02-18
ALPHABET INC
6.32%ALPHABET INC
Shares666.0K
Event2025-12-31
Filed2026-02-18
CVX
162.43%CHEVRON CORP
Shares1.3M
Event2025-12-31
Filed2026-02-18
VUG
0.98%VANGUARD GROWTH
Shares405.9K
Event2025-12-31
Filed2026-02-18
SPYM
13.52%SPDR SERIES TRUST
Shares2.5M
Event2025-12-31
Filed2026-02-18
IVE
30.06%ISHARES S&P
Shares915.2K
Event2025-12-31
Filed2026-02-18
LLY
39.42%ELI LILLY
Shares176.4K
Event2025-12-31
Filed2026-02-18
JNJ
142.25%JOHNSON & JOHNSON
Shares904.5K
Event2025-12-31
Filed2026-02-18
INVESCO ADVANTAGE MUN INCOME
81.84%INVESCO ADVANTAGE MUN INCOME
Shares651.2K
Event2025-12-31
Filed2026-02-18
TSLA
12.11%TESLA INC
Shares384.6K
Event2025-12-31
Filed2026-02-18
OEF
8.77%ISHARES S&P
Shares482.2K
Event2025-12-31
Filed2026-02-18
IEMG
19.46%ISHARES CORE
Shares2.4M
Event2025-12-31
Filed2026-02-18
HD
115.99%HOME DEPOT
Shares468.0K
Event2025-12-31
Filed2026-02-18
CSCO
301.57%CISCO SYS INC
Shares2.1M
Event2025-12-31
Filed2026-02-18
TJX
130.27%TJX COS
Shares1.0M
Event2025-12-31
Filed2026-02-18
AMD
237.40%ADVANCED MICRO
Shares683.7K
Event2025-12-31
Filed2026-02-18
VEA
7.74%VANGUARD FTSE
Shares2.3M
Event2025-12-31
Filed2026-02-18
EFV
-8.55%ISHARES MSCI
Shares2.0M
Event2025-12-31
Filed2026-02-18
ABBV
7.79%ABBVIE INC
Shares626.5K
Event2025-12-31
Filed2026-02-18
QUAL
-34.54%ISHARES MSCI
Shares714.2K
Event2025-12-31
Filed2026-02-18
VTI
5.11%VANGUARD INDEX FDS
Shares420.1K
Event2025-12-31
Filed2026-02-18
PYLD
11.67%PIMCO ENHANCED
Shares5.2M
Event2025-12-31
Filed2026-02-18
THRO
14.25%BLACKROCK ETF TRUST
Shares3.6M
Event2025-12-31
Filed2026-02-18
CAT
11.40%CATERPILLAR INC
Shares233.7K
Event2025-12-31
Filed2026-02-18
COST
68.51%COSTCO WHOLESALE
Shares154.3K
Event2025-12-31
Filed2026-02-18
IUSB
7.91%ISHARES CORE
Shares2.8M
Event2025-12-31
Filed2026-02-18
PSX
732.02%PHILLIPS 66
Shares997.0K
Event2025-12-31
Filed2026-02-18
IEFA
6.87%ISHARES CORE
Shares1.3M
Event2025-12-31
Filed2026-02-18
IBM
5.61%INTERNATIONAL BUSINESS MACHS
Shares379.3K
Event2025-12-31
Filed2026-02-18
WFC
6.13%WELLS FARGO
Shares1.1M
Event2025-12-31
Filed2026-02-18
BAI
15.14%BLACKROCK ETF TRUST
Shares3.1M
Event2025-12-31
Filed2026-02-18
SO
396.57%SOUTHERN CO
Shares1.2M
Event2025-12-31
Filed2026-02-18
GLD
4.06%SPDR GOLD
Shares254.9K
Event2025-12-31
Filed2026-02-18
IWF
9.20%ISHARES RUSSELL
Shares210.9K
Event2025-12-31
Filed2026-02-18
TLH
1.45%ISHARES 10-20YR
Shares977.2K
Event2025-12-31
Filed2026-02-18
DFAC
-20.24%DIMENSIONAL ETF TRUST
Shares2.5M
Event2025-12-31
Filed2026-02-18
BOND
7.35%PIMCO ACTIVE
Shares1.1M
Event2025-12-31
Filed2026-02-18
PANW
389.46%PALO ALTO
Shares525.8K
Event2025-12-31
Filed2026-02-18
ISHARES GOLD
0.70%ISHARES GOLD
Shares1.2M
Event2025-12-31
Filed2026-02-18
MTUM
70.83%ISHARES MSCI
Shares376.1K
Event2025-12-31
Filed2026-02-18
BUFR
8.09%FIRST TR EXCHNG TRADED FD VI
Shares2.7M
Event2025-12-31
Filed2026-02-18
AGG
7.32%ISHARES CORE
Shares938.7K
Event2025-12-31
Filed2026-02-18
VO
11.27%VANGUARD INDEX FDS
Shares314.9K
Event2025-12-31
Filed2026-02-18
RDVY
13.21%FIRST TR EXCHANGE TRADED FD
Shares1.3M
Event2025-12-31
Filed2026-02-18
PLD
673.26%PROLOGIS INC
Shares658.3K
Event2025-12-31
Filed2026-02-18
ORCL
35.49%ORACLE CORP
Shares430.5K
Event2025-12-31
Filed2026-02-18
PLTR
0.69%PALANTIR TECHNOLOGIES
Shares471.0K
Event2025-12-31
Filed2026-02-18
BND
6.45%VANGUARD BD INDEX FDS
Shares1.1M
Event2025-12-31
Filed2026-02-18
INVESCO EXCHANGE TRADED FD T
24.27%INVESCO EXCHANGE TRADED FD T
Shares410.9K
Event2025-12-31
Filed2026-02-18
PM
15.96%PHILIP MORRIS
Shares488.3K
Event2025-12-31
Filed2026-02-18
VIG
6.42%VANGUARD DIVIDEND
Shares356.2K
Event2025-12-31
Filed2026-02-18
BLACKROCK FDG
2.06%BLACKROCK FDG
Shares72.3K
Event2025-12-31
Filed2026-02-18
TSM
43.17%TAIWAN SEMICONDUCTOR
Shares252.0K
Event2025-12-31
Filed2026-02-18
CENCORA INC
-0.37%CENCORA INC
Shares218.5K
Event2025-12-31
Filed2026-02-18
MBB
9.20%ISHARES MBS
Shares766.0K
Event2025-12-31
Filed2026-02-18
GEHC
4968.55%GE HEALTHCARE
Shares877.7K
Event2025-12-31
Filed2026-02-18
IJR
-0.24%ISHARES CORE
Shares598.6K
Event2025-12-31
Filed2026-02-18
HON
473.77%HONEYWELL INTL
Shares367.1K
Event2025-12-31
Filed2026-02-18
BA
212.21%BOEING CO
Shares329.8K
Event2025-12-31
Filed2026-02-18
QCOM
8.48%QUALCOMM INC
Shares402.9K
Event2025-12-31
Filed2026-02-18
VWO
9.01%VANGUARD FSTE
Shares1.2M
Event2025-12-31
Filed2026-02-18
INTU
208.83%INTUIT
Shares99.8K
Event2025-12-31
Filed2026-02-18
SFBS
307426.76%SERVISFIRST BANCSHARES
Shares919.5K
Event2025-12-31
Filed2026-02-18
CGGR
11.60%CAPITAL GROUP
Shares1.5M
Event2025-12-31
Filed2026-02-18
ADI
4.28%ANALOG DEVICES
Shares237.7K
Event2025-12-31
Filed2026-02-18
DELL
423.88%DELL TECHNOLOGIES
Shares505.1K
Event2025-12-31
Filed2026-02-18
MA
32.06%MASTERCARD INC
Shares109.1K
Event2025-12-31
Filed2026-02-18
DHR
448.76%DANAHER CORP
Shares271.6K
Event2025-12-31
Filed2026-02-18
DGRO
10.59%ISHARES CORE
Shares885.8K
Event2025-12-31
Filed2026-02-18
JPST
36.25%J P MORGAN EXCHANGE TRADED F
Shares1.2M
Event2025-12-31
Filed2026-02-18
BK
-1.02%BANK NEW YORK
Shares515.6K
Event2025-12-31
Filed2026-02-18
CGDV
60.06%CAPITAL GROUP
Shares1.4M
Event2025-12-31
Filed2026-02-18
PULS
24.94%PGIM ETF TR
Shares1.2M
Event2025-12-31
Filed2026-02-18
BINC
11.86%BLACKROCK ETF TRUST II
Shares1.1M
Event2025-12-31
Filed2026-02-18
FV
-1.15%FIRST TR EXCHANGE TRADED FD
Shares929.7K
Event2025-12-31
Filed2026-02-18
FBND
11.83%FIDELITY MERRIMACK STR TR
Shares1.2M
Event2025-12-31
Filed2026-02-18
ADP
4.23%AUTOMATIC DATA
Shares213.9K
Event2025-12-31
Filed2026-02-18
EMR
341.80%EMERSON ELEC CO
Shares406.7K
Event2025-12-31
Filed2026-02-18
PG
15.67%PROCTER & GAMBLE
Shares376.2K
Event2025-12-31
Filed2026-02-18
HIG
570.55%HARTFORD INSURANCE
Shares385.1K
Event2025-12-31
Filed2026-02-18
CGGO
8.23%CAPITAL GROUP
Shares1.5M
Event2025-12-31
Filed2026-02-18
SJM
10549.51%SMUCKER J M CO
Shares533.4K
Event2025-12-31
Filed2026-02-18
T
5.80%AT&T INC
Shares2.1M
Event2025-12-31
Filed2026-02-18
RTX
49.14%RTX CORP
Shares282.6K
Event2025-12-31
Filed2026-02-18
NFLX
891.77%NETFLIX INC
Shares550.8K
Event2025-12-31
Filed2026-02-18
SNX
2.37%TD SYNNEX
Shares343.3K
Event2025-12-31
Filed2026-02-18
BAC
32.75%BANK AMERICA
Shares951.5K
Event2025-12-31
Filed2026-02-18
GE AEROSPACE
20.39%GE AEROSPACE
Shares166.4K
Event2025-12-31
Filed2026-02-18
VB
6.97%VANGUARD INDEX FDS
Shares196.0K
Event2025-12-31
Filed2026-02-18
GS
76.40%GOLDMAN SACHS
Shares57.2K
Event2025-12-31
Filed2026-02-18
EMBD
2.53%GLOBAL X
Shares2.1M
Event2025-12-31
Filed2026-02-18
FPEI
1.72%FIRST TR EXCH TRADED FD III
Shares2.5M
Event2025-12-31
Filed2026-02-18
EATON CORP
41.01%EATON CORP
Shares153.5K
Event2025-12-31
Filed2026-02-18
SPAB
17.82%SPDR SERIES TRUST
Shares1.9M
Event2025-12-31
Filed2026-02-18
TMUS
3.59%T-MOBILE US
Shares238.3K
Event2025-12-31
Filed2026-02-18
DTE
1.73%DTE ENERGY
Shares373.2K
Event2025-12-31
Filed2026-02-18
VYM
1.32%VANGUARD HIGH
Shares331.8K
Event2025-12-31
Filed2026-02-18
TSCO
11.38%TRACTOR SUPPLY
Shares947.5K
Event2025-12-31
Filed2026-02-18
MMM
487.91%3M CO
Shares294.3K
Event2025-12-31
Filed2026-02-18
DGRW
-11.66%WISDOMTREE TR
Shares526.6K
Event2025-12-31
Filed2026-02-18
SAP
2.40%SAP SE
Shares193.5K
Event2025-12-31
Filed2026-02-18
IWB
0.54%ISHARES RUSSELL
Shares125.7K
Event2025-12-31
Filed2026-02-18
IAGG
13.14%ISHARES CORE
Shares933.3K
Event2025-12-31
Filed2026-02-18
MINT
37.78%PIMCO EHNANCED
Shares463.4K
Event2025-12-31
Filed2026-02-18
VST
140.94%VISTRA CORP
Shares285.2K
Event2025-12-31
Filed2026-02-18
MS
67.64%MORGAN STANLEY
Shares258.8K
Event2025-12-31
Filed2026-02-18
IWY
7.66%ISHARES RUSSELL
Shares165.7K
Event2025-12-31
Filed2026-02-18
MCD
37.87%MCDONALDS CORP
Shares148.0K
Event2025-12-31
Filed2026-02-18
GEV
34.02%GE VERNOVA
Shares68.8K
Event2025-12-31
Filed2026-02-18
USMV
-4.15%ISHARES MSCI
Shares475.6K
Event2025-12-31
Filed2026-02-18
VTEB
12.90%VANGUARD MUN BD FDS
Shares874.7K
Event2025-12-31
Filed2026-02-18
FELC
34.49%FIDELITY COVINGTON TRUST
Shares1.1M
Event2025-12-31
Filed2026-02-18
EYLD
25.90%CAMBRIA EMERGING
Shares1.1M
Event2025-12-31
Filed2026-02-18
AXP
66.24%AMERICAN EXPRESS
Shares117.1K
Event2025-12-31
Filed2026-02-18
VONG
2.65%VANGUARD RUSSELL
Shares354.3K
Event2025-12-31
Filed2026-02-18
MERCK & CO INC
16.20%MERCK & CO INC
Shares396.4K
Event2025-12-31
Filed2026-02-18
QQQM
4.91%INVESCO EXCH TRADED FD TR II
Shares164.8K
Event2025-12-31
Filed2026-02-18
IBTG
-4.54%ISHARES IBONDS
Shares1.8M
Event2025-12-31
Filed2026-02-18
CGUS
15.33%CAPITAL GROUP
Shares1.0M
Event2025-12-31
Filed2026-02-18
KO
72.70%COCA COLA CO
Shares586.4K
Event2025-12-31
Filed2026-02-18
DFAI
2.90%DIMENSIONAL ETF TRUST
Shares1.1M
Event2025-12-31
Filed2026-02-18
VOT
3.78%VANGUARD INDEX FDS
Shares145.2K
Event2025-12-31
Filed2026-02-18
AMAT
9.92%APPLIED MATERIALS
Shares156.6K
Event2025-12-31
Filed2026-02-18
HEGD
17.69%LISTED FDS TR
Shares1.6M
Event2025-12-31
Filed2026-02-18
IBTH
39.95%ISHARES IBONDS
Shares1.7M
Event2025-12-31
Filed2026-02-18
JEPI
7.77%J P MORGAN EXCHANGE TRADED F
Shares681.5K
Event2025-12-31
Filed2026-02-18
BNDX
13.25%VANGUARD CHARLOTTE FDS
Shares796.6K
Event2025-12-31
Filed2026-02-18
SDVY
9.45%FIRST TR EXCHANGE-TRADED FD
Shares1.0M
Event2025-12-31
Filed2026-02-18
NEE
43.79%NEXTERA ENERGY
Shares469.2K
Event2025-12-31
Filed2026-02-18
WCMI
2.66%FIRST TR EXCHANGE-TRADED FD
Shares2.2M
Event2025-12-31
Filed2026-02-18
UNH
2.89%UNITEDHEALTH GROUP
Shares111.9K
Event2025-12-31
Filed2026-02-18
PEP
24.16%PEPSICO INC
Shares255.3K
Event2025-12-31
Filed2026-02-18
IYW
-15.96%ISHARES TECHNOLOGY
Shares183.0K
Event2025-12-31
Filed2026-02-18
IEF
45.76%ISHARES 7-10YR
Shares378.0K
Event2025-12-31
Filed2026-02-18
ABT
42.68%ABBOTT LABORATORIES
Shares289.2K
Event2025-12-31
Filed2026-02-18
SLV
10.25%ISHARES SILVER
Shares562.0K
Event2025-12-31
Filed2026-02-18
VCIT
11.76%VANGUARD INTERMEDIATE
Shares428.1K
Event2025-12-31
Filed2026-02-18
XLK
118.60%SELECT SECTOR SPDR TR
Shares246.2K
Event2025-12-31
Filed2026-02-18
LINDE PLC
72.49%LINDE PLC
Shares83.0K
Event2025-12-31
Filed2026-02-18
VOE
1.57%VANGUARD INDEX FDS
Shares196.9K
Event2025-12-31
Filed2026-02-18
BIL
-11.06%SPDR SERIES TRUST
Shares381.8K
Event2025-12-31
Filed2026-02-18
SPYG
0.20%SPDR SERIES TRUST
Shares326.4K
Event2025-12-31
Filed2026-02-18
FIXD
58.10%FIRST TR EXCHNG TRADED FD VI
Shares777.9K
Event2025-12-31
Filed2026-02-18
BSV
17.01%VANGUARD BD INDEX FDS
Shares436.3K
Event2025-12-31
Filed2026-02-18
DE
258.37%DEERE & CO
Shares73.3K
Event2025-12-31
Filed2026-02-18
XLF
1.95%SELECT SECTOR SPDR TR
Shares612.8K
Event2025-12-31
Filed2026-02-18
VBK
-4.22%VANGUARD INDEX FDS
Shares109.7K
Event2025-12-31
Filed2026-02-18
XLV
2.70%SELECT SECTOR SPDR TR
Shares214.0K
Event2025-12-31
Filed2026-02-18
MU
-6.59%MICRON TECHNOLOGY INC
Shares115.3K
Event2025-12-31
Filed2026-02-18
VZ
15.85%VERIZON COMMUNICATIONS
Shares805.1K
Event2025-12-31
Filed2026-02-18
VIGI
0.13%VANGUARD INTERNATIONAL
Shares357.7K
Event2025-12-31
Filed2026-02-18
ITA
-2.23%ISHARES AEROSPACE
Shares151.1K
Event2025-12-31
Filed2026-02-18
AMGN
11.26%AMGEN INC
Shares98.8K
Event2025-12-31
Filed2026-02-18
CB
35.89%CHUBB LIMITED
Shares103.5K
Event2025-12-31
Filed2026-02-18
SPYV
0.54%SPDR SERIES TRUST
Shares567.1K
Event2025-12-31
Filed2026-02-18
XMHQ
3.03%INVESCO EXCHANGE TRADED FD T
Shares310.8K
Event2025-12-31
Filed2026-02-18
DIA
-12.19%SPDR DOW
Shares65.9K
Event2025-12-31
Filed2026-02-18
VBR
2.27%VANGUARD INDEX FDS
Shares147.6K
Event2025-12-31
Filed2026-02-18
SPEM
-13.96%SPDR EMERGING
Shares658.0K
Event2025-12-31
Filed2026-02-18
VV
107.10%VANGUARD INDEX FDS
Shares97.8K
Event2025-12-31
Filed2026-02-18
COWZ
-3.11%PACER FDS TR
Shares507.3K
Event2025-12-31
Filed2026-02-18
UNP
45.44%UNION PAC CORP
Shares131.4K
Event2025-12-31
Filed2026-02-18
IJH
7.28%ISHARES CORE
Shares458.9K
Event2025-12-31
Filed2026-02-18
JQUA
11.77%J P MORGAN EXCHANGE TRADED F
Shares471.4K
Event2025-12-31
Filed2026-02-18
JEPQ
-2.31%J P MORGAN EXCHANGE TRADED F
Shares511.4K
Event2025-12-31
Filed2026-02-18
FTCS
17.71%FIRST TR EXCHANGE-TRADED FD
Shares228.2K
Event2025-12-31
Filed2026-02-18
BUFQ
2.43%FIRST TR EXCHNG TRADED FD VI
Shares823.7K
Event2025-12-31
Filed2026-02-18
DIS
78.34%DISNEY WALT CO
Shares272.6K
Event2025-12-31
Filed2026-02-18
CGCB
28.09%CAPITAL GROUP
Shares1.1M
Event2025-12-31
Filed2026-02-18
ITOT
2.66%ISHARES CORE
Shares196.4K
Event2025-12-31
Filed2026-02-18
TDIV
31.97%FIRST TR EXCHANGE TRADED FD
Shares300.5K
Event2025-12-31
Filed2026-02-18
SCHD
11.85%SCHWAB STRATEGIC TR
Shares1.1M
Event2025-12-31
Filed2026-02-18
IWR
44.47%ISHARES RUSSELL
Shares299.3K
Event2025-12-31
Filed2026-02-18
DIVI
5.57%FRANKLIN INTL
Shares738.6K
Event2025-12-31
Filed2026-02-18
VGT
-0.86%VANGUARD INFORMATION
Shares37.3K
Event2025-12-31
Filed2026-02-18
MUNI
20.53%PIMCO ETF TR
Shares531.1K
Event2025-12-31
Filed2026-02-18
IWM
5.38%ISHARES RUSSELL
Shares112.4K
Event2025-12-31
Filed2026-02-18
SPDW
11.74%SPDR DEVELOPED
Shares622.8K
Event2025-12-31
Filed2026-02-18
LAM RESEARCH
18.32%LAM RESEARCH
Shares159.4K
Event2025-12-31
Filed2026-02-18
SYFI
5.95%AB ACTIVE ETFS INC
Shares742.3K
Event2025-12-31
Filed2026-02-18
MOAT
-0.26%VANECK ETF TRUST
Shares257.5K
Event2025-12-31
Filed2026-02-18
UBER
-8.24%UBER TECHNOLOGIES
Shares326.0K
Event2025-12-31
Filed2026-02-18
IWD
13.37%ISHARES RUSSELL
Shares126.4K
Event2025-12-31
Filed2026-02-18
EMB
26.71%ISHARES JPMORGAN
Shares273.0K
Event2025-12-31
Filed2026-02-18
DUKE ENERGY
15.82%DUKE ENERGY
Shares223.2K
Event2025-12-31
Filed2026-02-18
XLC
3.86%SELECT SECTOR SPDR TR
Shares220.4K
Event2025-12-31
Filed2026-02-18
VRT
72.37%VERTIV HOLDINGS
Shares159.9K
Event2025-12-31
Filed2026-02-18
FNY
7.67%FIRST TR EXCHANGE-TRADED ALP
Shares279.6K
Event2025-12-31
Filed2026-02-18
IBDR
15.64%ISHARES IBONDS
Shares1.0M
Event2025-12-31
Filed2026-02-18
IBDW
5.20%ISHARES IBONDS
Shares1.2M
Event2025-12-31
Filed2026-02-18
IBDV
19.51%ISHARES IBONDS
Shares1.1M
Event2025-12-31
Filed2026-02-18
NOW
503.37%SERVICENOW INC
Shares161.9K
Event2025-12-31
Filed2026-02-18
SMH
3.33%VANECK ETF TRUST
Shares68.7K
Event2025-12-31
Filed2026-02-18
LOW
11.67%LOWES COMPANIES
Shares102.2K
Event2025-12-31
Filed2026-02-18
KLAC
1.20%KLA CORP
Shares20.3K
Event2025-12-31
Filed2026-02-18
SHLD
21.89%GLOBAL X
Shares375.8K
Event2025-12-31
Filed2026-02-18
SLQD
3.32%ISHARES
Shares477.8K
Event2025-12-31
Filed2026-02-18
CITIGROUP INC
4.43%CITIGROUP INC
Shares207.6K
Event2025-12-31
Filed2026-02-18
CEG
12.91%CONSTELLATION ENERGY
Shares68.2K
Event2025-12-31
Filed2026-02-18
NEAR
19.58%ISHARES SHORT
Shares469.2K
Event2025-12-31
Filed2026-02-18
UPS
35.45%UNITED PARCEL
Shares240.9K
Event2025-12-31
Filed2026-02-18
CGGE
49.75%CAPITAL GROUP
Shares745.9K
Event2025-12-31
Filed2026-02-18
SCHF
13.95%SCHWAB INTL
Shares977.0K
Event2025-12-31
Filed2026-02-18
QGRO
-5.53%AMERICAN CENTURY
Shares204.6K
Event2025-12-31
Filed2026-02-18
CRM
16.94%SALESFORCE INC
Shares84.3K
Event2025-12-31
Filed2026-02-18
CMI
1.73%CUMMINS INC
Shares43.1K
Event2025-12-31
Filed2026-02-18
IBDX
3.42%ISHARES IBONDS
Shares860.2K
Event2025-12-31
Filed2026-02-18
SCHG
-12.52%SCHWAB STRATEGIC TR
Shares672.9K
Event2025-12-31
Filed2026-02-18
DFIC
-27.44%DIMENSIONAL ETF TRUST
Shares636.5K
Event2025-12-31
Filed2026-02-18
PTLC
33.73%PACER FDS TR
Shares394.1K
Event2025-12-31
Filed2026-02-18
FVD
15.55%FIRST TR EXCHANGE-TRADED FD
Shares474.5K
Event2025-12-31
Filed2026-02-18
NJAN
6.02%INNOVATOR ETFS TRUST
Shares395.3K
Event2025-12-31
Filed2026-02-18
USMC
-31.73%PRINCIPAL EXCHANGE TRADED FD
Shares313.5K
Event2025-12-31
Filed2026-02-18
ACCENTURE PLC
41.24%ACCENTURE PLC
Shares79.6K
Event2025-12-31
Filed2026-02-18
CRWD
-2.57%CROWDSTRIKE HLDGS INC
Shares45.4K
Event2025-12-31
Filed2026-02-18
IBIT
-39.92%ISHARES BITCOIN
Shares447.0K
Event2025-12-31
Filed2026-02-18
MUB
-4.05%ISHARES NATIONAL
Shares197.4K
Event2025-12-31
Filed2026-02-18
ENB
-6.13%ENBRIDGE INC
Shares440.0K
Event2025-12-31
Filed2026-02-18
EOSE
-13.04%EOS ENERGY
Shares1.9M
Event2025-12-31
Filed2026-02-18
CGNG
10.44%CAPITAL GROUP
Shares657.9K
Event2025-12-31
Filed2026-02-18
FXU
-12.19%FIRST TR EXCHANGE TRADED FD
Shares466.2K
Event2025-12-31
Filed2026-02-18
GDX
-31.50%VANECK ETF TRUST
Shares243.7K
Event2025-12-31
Filed2026-02-18
IBHI
18.08%ISHARES IBONDS
Shares883.8K
Event2025-12-31
Filed2026-02-18
FTSM
31.50%FIRST TR EXCHANGE-TRADED FD
Shares346.9K
Event2025-12-31
Filed2026-02-18
FMB
20.90%FIRST TR EXCH TRADED FD III
Shares405.8K
Event2025-12-31
Filed2026-02-18
TLT
12.54%ISHARES 20
Shares236.0K
Event2025-12-31
Filed2026-02-18
FISR
10.69%SSGA ACTIVE TR
Shares793.7K
Event2025-12-31
Filed2026-02-18
IEI
13.53%ISHARES 3-7YR
Shares171.6K
Event2025-12-31
Filed2026-02-18
MO
19.37%ALTRIA GROUP
Shares355.3K
Event2025-12-31
Filed2026-02-18
BRK.A
50.00%BERKSHIRE HATHAWAY
Shares27
Event2025-12-31
Filed2026-02-18
DUHP
-27.36%DIMENSIONAL ETF TRUST
Shares530.8K
Event2025-12-31
Filed2026-02-18
MEDTRONIC PLC
4.08%MEDTRONIC PLC
Shares209.3K
Event2025-12-31
Filed2026-02-18
BALT
45.49%INNOVATOR ETFS TRUST
Shares599.9K
Event2025-12-31
Filed2026-02-18
FXO
-12.34%FIRST TR EXCHANGE TRADED FD
Shares329.5K
Event2025-12-31
Filed2026-02-18
CCJ
14.90%CAMECO CORP
Shares216.9K
Event2025-12-31
Filed2026-02-18
GILD
1.03%GILEAD SCIENCES
Shares160.7K
Event2025-12-31
Filed2026-02-18
LMT
8.16%LOCKHEED MARTIN
Shares40.6K
Event2025-12-31
Filed2026-02-18
CGMM
20.10%CAPITAL GROUP
Shares675.7K
Event2025-12-31
Filed2026-02-18
APP
43.96%APPLOVIN CORP
Shares28.6K
Event2025-12-31
Filed2026-02-18
DFSV
-19.53%DIMENSIONAL ETF TRUST
Shares585.7K
Event2025-12-31
Filed2026-02-18
IBDT
277.88%ISHARES IBONDS
Shares750.9K
Event2025-12-31
Filed2026-02-18
DBEF
3.51%DBX ETF TR
Shares397.0K
Event2025-12-31
Filed2026-02-18
ALERIAN MLP
-14.85%ALERIAN MLP
Shares404.1K
Event2025-12-31
Filed2026-02-18
IBHH
4.44%ISHARES IBONDS
Shares796.4K
Event2025-12-31
Filed2026-02-18
JCI
25.19%JOHNSON CONTROLS
Shares155.1K
Event2025-12-31
Filed2026-02-18
WM
15.13%WASTE MANAGEMENT
Shares84.3K
Event2025-12-31
Filed2026-02-18
DIVO
8.55%AMPLIFY CWP
Shares414.8K
Event2025-12-31
Filed2026-02-18
VCSH
-2.60%VANGUARD SCOTTSDALE FDS
Shares230.0K
Event2025-12-31
Filed2026-02-18
BABA
10.08%ALIBABA GROUP
Shares124.9K
Event2025-12-31
Filed2026-02-18
MISL
14898.14%FIRST TR EXCHANGE-TRADED FD
Shares427.4K
Event2025-12-31
Filed2026-02-18
STIP
-22.78%ISHARES 0-5
Shares177.8K
Event2025-12-31
Filed2026-02-18
BKNG
19.86%BOOKING HOLDINGS
Shares3.4K
Event2025-12-31
Filed2026-02-18
COP
27.47%CONOCOPHILLIPS
Shares190.4K
Event2025-12-31
Filed2026-02-18
CGXU
1.39%CAPITAL GROUP
Shares602.6K
Event2025-12-31
Filed2026-02-18
FTXL
1454.90%FIRST TR EXCHANGE TRADED FD
Shares136.7K
Event2025-12-31
Filed2026-02-18
RSG
288.31%REPUBLIC SERVICES
Shares83.5K
Event2025-12-31
Filed2026-02-18
ZALT
21.01%INNOVATOR ETFS TRUST
Shares541.9K
Event2025-12-31
Filed2026-02-18
PFE
13.30%PFIZER INC
Shares708.7K
Event2025-12-31
Filed2026-02-18
RF
195.14%REGIONS FINANCIAL
Shares650.6K
Event2025-12-31
Filed2026-02-18
IBMO
6.43%ISHARES IBONDS
Shares686.7K
Event2025-12-31
Filed2026-02-18
IBDS
14.12%ISHARES IBONDS
Shares723.9K
Event2025-12-31
Filed2026-02-18
XLP
5.68%SELECT SECTOR SPDR TR
Shares224.4K
Event2025-12-31
Filed2026-02-18
ESGU
-5.11%ISHARES ESG
Shares117.0K
Event2025-12-31
Filed2026-02-18
FCX
8.77%FREEPORT MCMORAN
Shares343.1K
Event2025-12-31
Filed2026-02-18
XLY
105.44%SELECT SECTOR SPDR TR
Shares145.4K
Event2025-12-31
Filed2026-02-18
IWX
12.58%ISHARES RUSSELL
Shares187.5K
Event2025-12-31
Filed2026-02-18
ACWX
0.84%ISHARES MSCI
Shares255.6K
Event2025-12-31
Filed2026-02-18
ASML
20.55%ASML HOLDING
Shares16.0K
Event2025-12-31
Filed2026-02-18
AVUV
13.79%AMERICAN CENTY ETF TR
Shares167.2K
Event2025-12-31
Filed2026-02-18
FDN
-20.07%FIRST TRUST
Shares63.3K
Event2025-12-31
Filed2026-02-18
GLDM
2.81%SPDR GOLD
Shares199.0K
Event2025-12-31
Filed2026-02-18
GRNY
47.07%FUNDSTRAT GRANNY
Shares683.5K
Event2025-12-31
Filed2026-02-18
TT
221.43%TRANE TECHNOLOGIES
Shares43.3K
Event2025-12-31
Filed2026-02-18
VEU
14.90%VANGUARD FTSE
Shares228.8K
Event2025-12-31
Filed2026-02-18
CORP
-5.41%PIMCO ETF TR
Shares170.2K
Event2025-12-31
Filed2026-02-18
XLSR
-7.91%SSGA ACTIVE TR
Shares265.8K
Event2025-12-31
Filed2026-02-18
BLACKSTONE INC
22.37%BLACKSTONE INC
Shares106.5K
Event2025-12-31
Filed2026-02-18
VXF
1.52%VANGUARD EXTENDED
Shares78.3K
Event2025-12-31
Filed2026-02-18
GBIL
-49.41%GOLDMAN SACHS
Shares163.7K
Event2025-12-31
Filed2026-02-18
BIV
9.60%VANGUARD BD INDEX FDS
Shares209.4K
Event2025-12-31
Filed2026-02-18
CME
8.96%CME GROUP
Shares59.6K
Event2025-12-31
Filed2026-02-18
SPMO
171.38%INVESCO EXCH TRADED FD TR II
Shares136.2K
Event2025-12-31
Filed2026-02-18
AFL
3.70%AFLAC INC
Shares147.4K
Event2025-12-31
Filed2026-02-18
LMBS
4.87%FIRST TR EXCHANGE-TRADED FD
Shares321.0K
Event2025-12-31
Filed2026-02-18
FEOE
50.51%FIRST EAGLE
Shares331.3K
Event2025-12-31
Filed2026-02-18
NOBL
-5.70%PROSHARES S&P
Shares152.9K
Event2025-12-31
Filed2026-02-18
VMBS
4.20%VANGUARD MORTGAGE
Shares337.5K
Event2025-12-31
Filed2026-02-18
VXUS
12.25%VANGUARD STAR FDS
Shares210.0K
Event2025-12-31
Filed2026-02-18
SHV
-1.45%ISHARES 0-1
Shares143.5K
Event2025-12-31
Filed2026-02-18
VTHR
1392.74%VANGUARD RUSSELL
Shares52.6K
Event2025-12-31
Filed2026-02-18
AVEM
6.68%AMERICAN CENTY ETF TR
Shares204.7K
Event2025-12-31
Filed2026-02-18
TXN
47.40%TEXAS INSTRS INC
Shares90.9K
Event2025-12-31
Filed2026-02-18
BUFS
20.01%FIRST TR EXCHNG TRADED FD VI
Shares688.5K
Event2025-12-31
Filed2026-02-18
CGIC
1.68%CAPITAL GROUP
Shares483.8K
Event2025-12-31
Filed2026-02-18
XLU
138.74%SELECT SECTOR SPDR TR
Shares366.4K
Event2025-12-31
Filed2026-02-18
XLE
124.57%SELECT SECTOR SPDR TR
Shares374.2K
Event2025-12-31
Filed2026-02-18
EFG
-40.37%ISHARES MSCI
Shares134.7K
Event2025-12-31
Filed2026-02-18
HOOD
14.92%ROBINHOOD MARKETS
Shares135.1K
Event2025-12-31
Filed2026-02-18
VT
87.44%VANGUARD INTL EQUITY INDEX F
Shares107.2K
Event2025-12-31
Filed2026-02-18
PH
11.28%PARKER-HANNIFIN CORP
Shares17.0K
Event2025-12-31
Filed2026-02-18
BSCQ
-5.16%INVESCO BULLETSHARES
Shares760.6K
Event2025-12-31
Filed2026-02-18
AVLV
-5.30%AMERICAN CENTY ETF TR
Shares194.7K
Event2025-12-31
Filed2026-02-18
ISRG
19.21%INTUITIVE SURGICAL
Shares25.8K
Event2025-12-31
Filed2026-02-18
GOVT
7.29%ISHARES TR
Shares635.0K
Event2025-12-31
Filed2026-02-18
MPC
7.04%MARATHON PETE CORP
Shares89.2K
Event2025-12-31
Filed2026-02-18
CIBR
-1.20%FIRST TR EXCHANGE TRADED FD
Shares202.7K
Event2025-12-31
Filed2026-02-18
IQLT
9.17%ISHARES MSCI
Shares318.1K
Event2025-12-31
Filed2026-02-18
AIRR
39.79%FIRST TR EXCHANGE TRADED FD
Shares146.9K
Event2025-12-31
Filed2026-02-18
WMB
33.63%WILLIAMS COS
Shares239.7K
Event2025-12-31
Filed2026-02-18
RSPN
-1.43%INVESCO EXCHANGE TRADED FD T
Shares253.9K
Event2025-12-31
Filed2026-02-18
XLG
1.56%INVESCO EXCHANGE TRADED FD T
Shares242.5K
Event2025-12-31
Filed2026-02-18
BSCR
-3.74%INVESCO BULLETSHARES
Shares726.5K
Event2025-12-31
Filed2026-02-18
AVDE
5.22%AMERICAN CENTY ETF TR
Shares172.4K
Event2025-12-31
Filed2026-02-18
SFLO
24.88%VICTORY PORTFOLIOS II
Shares480.6K
Event2025-12-31
Filed2026-02-18
FTSL
5.43%FIRST TR EXCHANGE-TRADED FD
Shares307.6K
Event2025-12-31
Filed2026-02-18
SHOP
22.87%SHOPIFY INC
Shares87.5K
Event2025-12-31
Filed2026-02-18
ET
5.49%ENERGY TRANSFER
Shares846.6K
Event2025-12-31
Filed2026-02-18
GSC
12.20%GOLDMAN SACHS ETF TR
Shares256.7K
Event2025-12-31
Filed2026-02-18
HELO
58.89%J P MORGAN EXCHANGE TRADED F
Shares209.7K
Event2025-12-31
Filed2026-02-18
MAA
1687.18%MID AMERICA
Shares99.4K
Event2025-12-31
Filed2026-02-18
HWM
-10.19%HOWMET AEROSPACE
Shares67.2K
Event2025-12-31
Filed2026-02-18
XLI
13.86%SELECT SECTOR SPDR TR
Shares88.7K
Event2025-12-31
Filed2026-02-18
TMO
13.21%THERMO FISHER
Shares23.7K
Event2025-12-31
Filed2026-02-18
LQD
-0.80%ISHARES IBOXX
Shares124.4K
Event2025-12-31
Filed2026-02-18
BSCT
-3.37%INVESCO BULLETSHARES
Shares723.5K
Event2025-12-31
Filed2026-02-18
ARISTA NETWORKS
-12.26%ARISTA NETWORKS
Shares103.6K
Event2025-12-31
Filed2026-02-18
BLV
8.64%VANGUARD BD INDEX FDS
Shares193.4K
Event2025-12-31
Filed2026-02-18
FSCS
2.82%FIRST TR EXCHANGE TRADED FD
Shares373.1K
Event2025-12-31
Filed2026-02-18
FUMB
-1.68%FIRST TR EXCH TRADED FD III
Shares660.9K
Event2025-12-31
Filed2026-02-18
KKR & CO
5.83%KKR & CO
Shares103.8K
Event2025-12-31
Filed2026-02-18
MAR
24.68%MARRIOTT INTL
Shares42.4K
Event2025-12-31
Filed2026-02-18
IWP
3.52%ISHARES RUSSELL
Shares96.0K
Event2025-12-31
Filed2026-02-18
CWI
4.00%SPDR INDEX SHS FDS
Shares363.3K
Event2025-12-31
Filed2026-02-18
GENERAL DYNAMICS
2.67%GENERAL DYNAMICS
Shares38.7K
Event2025-12-31
Filed2026-02-18
SPTL
41.07%SPDR SERIES TRUST
Shares491.7K
Event2025-12-31
Filed2026-02-18
BSCS
-4.01%INVESCO BULLETSHARES
Shares629.2K
Event2025-12-31
Filed2026-02-18
NLR
9.36%VANECK ETF TRUST
Shares104.3K
Event2025-12-31
Filed2026-02-18
IFV
-1.61%FIRST TR EXCHANGE TRADED FD
Shares520.8K
Event2025-12-31
Filed2026-02-18
NSC
87.49%NORFOLK SOUTHERN
Shares44.7K
Event2025-12-31
Filed2026-02-18
SCHB
1.85%SCHWAB STRATEGIC TR
Shares491.7K
Event2025-12-31
Filed2026-02-18
JMST
10.13%J P MORGAN EXCHANGE TRADED F
Shares252.6K
Event2025-12-31
Filed2026-02-18
IGIB
56.52%ISHARES 5-10 YEAR
Shares238.4K
Event2025-12-31
Filed2026-02-18
TOTL
18.07%SSGA ACTIVE ETF TR
Shares315.9K
Event2025-12-31
Filed2026-02-18
PFF
6.89%ISHARES PFD
Shares410.6K
Event2025-12-31
Filed2026-02-18
IUSV
0.71%ISHARES CORE
Shares123.3K
Event2025-12-31
Filed2026-02-18
ITW
-75.80%ILLINOIS TOOL
Shares51.2K
Event2025-12-31
Filed2026-02-18
CSX
278.21%CSX CORP
Shares346.7K
Event2025-12-31
Filed2026-02-18
JBND
12.66%J P MORGAN EXCHANGE TRADED F
Shares231.4K
Event2025-12-31
Filed2026-02-18
OKE
25.46%ONEOK INC
Shares170.1K
Event2025-12-31
Filed2026-02-18
IBTL
12.23%ISHARES IBONDS
Shares608.3K
Event2025-12-31
Filed2026-02-18
IBMQ
7.77%ISHARES IBONDS
Shares488.2K
Event2025-12-31
Filed2026-02-18
SHY
11.69%ISHARES 1-3YR
Shares149.4K
Event2025-12-31
Filed2026-02-18
MSI
3.13%MOTOROLA SOLUTIONS
Shares32.3K
Event2025-12-31
Filed2026-02-18
SCHW
-20.45%SCHWAB CHARLES
Shares123.4K
Event2025-12-31
Filed2026-02-18
IBMP
6.84%ISHARES IBONDS
Shares485.2K
Event2025-12-31
Filed2026-02-18
SGOV
-6.30%ISHARES 0-3
Shares122.3K
Event2025-12-31
Filed2026-02-18
EMLC
1.28%VANECK ETF TRUST
Shares475.3K
Event2025-12-31
Filed2026-02-18
APH
17.78%AMPHENOL CORP
Shares90.7K
Event2025-12-31
Filed2026-02-18
MCK
4.09%MCKESSON CORP
Shares14.9K
Event2025-12-31
Filed2026-02-18
CGMS
153.08%CAPITAL GROUP
Shares439.5K
Event2025-12-31
Filed2026-02-18
EPD
-6.16%ENTERPRISE PRODS PARTNERS L
Shares378.1K
Event2025-12-31
Filed2026-02-18
FMHI
15.85%FIRST TR EXCH TRADED FD III
Shares252.7K
Event2025-12-31
Filed2026-02-18
PTNQ
0.69%PACER FDS TR
Shares153.5K
Event2025-12-31
Filed2026-02-18
SCHX
-2.47%SCHWAB STRATEGIC TR
Shares446.3K
Event2025-12-31
Filed2026-02-18
EFA
5.38%ISHARES MSCI
Shares125.0K
Event2025-12-31
Filed2026-02-18
VGSH
46.16%VANGUARD SCOTTSDALE FDS
Shares203.9K
Event2025-12-31
Filed2026-02-18
MMC
65.33%MARSH & MCLENNAN
Shares64.5K
Event2025-12-31
Filed2026-02-18
RSPF
-1.72%INVESCO EXCHANGE TRADED FD T
Shares150.7K
Event2025-12-31
Filed2026-02-18
CGBL
151.03%CAPITAL GROUP
Shares329.1K
Event2025-12-31
Filed2026-02-18
ROK
37.23%ROCKWELL AUTOMATION
Shares29.8K
Event2025-12-31
Filed2026-02-18
KMI
44.10%KINDER MORGAN
Shares420.7K
Event2025-12-31
Filed2026-02-18
EMXC
2.65%ISHARES INC
Shares158.2K
Event2025-12-31
Filed2026-02-18
TFC
5.54%TRUIST FINANCIAL
Shares231.7K
Event2025-12-31
Filed2026-02-18
AMT
2.90%AMERICAN TOWER
Shares64.8K
Event2025-12-31
Filed2026-02-18
SPHQ
1.26%INVESCO EXCHANGE TRADED FD T
Shares149.6K
Event2025-12-31
Filed2026-02-18
JGRO
35.52%J P MORGAN EXCHANGE TRADED F
Shares120.9K
Event2025-12-31
Filed2026-02-18
AJG
-79.37%ARTHUR J
Shares43.1K
Event2025-12-31
Filed2026-02-18
ADBE
19.64%ADOBE INC
Shares31.8K
Event2025-12-31
Filed2026-02-18
DVY
-3.58%ISHARES SELECT
Shares78.9K
Event2025-12-31
Filed2026-02-18
APD
-10.62%AIR PRODS & CHEMS INC
Shares45.0K
Event2025-12-31
Filed2026-02-18
DFEM
-19.40%DIMENSIONAL EMERGING
Shares335.7K
Event2025-12-31
Filed2026-02-18
INTC
52.95%INTEL CORP
Shares300.4K
Event2025-12-31
Filed2026-02-18
GOEX
25.31%GLOBAL X
Shares136.8K
Event2025-12-31
Filed2026-02-18
VYMI
0.59%VANGUARD INTL
Shares122.5K
Event2025-12-31
Filed2026-02-18
GLW
8.21%CORNING INC
Shares124.9K
Event2025-12-31
Filed2026-02-18
GCOW
-0.27%PACER FDS TR
Shares263.9K
Event2025-12-31
Filed2026-02-18
IWS
26.47%ISHARES RUSS
Shares77.0K
Event2025-12-31
Filed2026-02-18
PGR
-24.60%PROGRESSIVE CORP
Shares47.7K
Event2025-12-31
Filed2026-02-18
JAAA
-16.47%JANUS DETROIT STR TR
Shares214.4K
Event2025-12-31
Filed2026-02-18
DRI
11.49%DARDEN RESTAURANTS
Shares58.9K
Event2025-12-31
Filed2026-02-18
EBAY
-0.45%EBAY INC
Shares124.3K
Event2025-12-31
Filed2026-02-18
SDY
-6.68%SPDR SERIES TRUST
Shares77.7K
Event2025-12-31
Filed2026-02-18
BMY
36.67%BRISTOL MYERS
Shares200.3K
Event2025-12-31
Filed2026-02-18
JAVA
99.27%J P MORGAN EXCHANGE TRADED F
Shares150.3K
Event2025-12-31
Filed2026-02-18
SPSM
-10.69%SPDR SERIES TRUST
Shares229.7K
Event2025-12-31
Filed2026-02-18
BUFD
3.88%FIRST TR EXCHNG TRADED FD VI
Shares380.1K
Event2025-12-31
Filed2026-02-18
FTEC
-27.19%FIDELITY COVINGTON TRUST
Shares47.4K
Event2025-12-31
Filed2026-02-18
SPMD
-1.69%SPDR SERIES TRUST
Shares183.1K
Event2025-12-31
Filed2026-02-18
ORLY
55.34%O REILLY AUTOMOTIVE
Shares115.8K
Event2025-12-31
Filed2026-02-18
UNILEVER PLC
NewUNILEVER PLC
Shares159.4K
Event2025-12-31
Filed2026-02-18
NVS
3.99%NOVARTIS AG
Shares75.5K
Event2025-12-31
Filed2026-02-18
ENDW
0.10%EA SERIES TRUST
Shares335.9K
Event2025-12-31
Filed2026-02-18
CMCSA
-16.07%COMCAST CORP
Shares345.9K
Event2025-12-31
Filed2026-02-18
COF
27.44%CAPITAL ONE
Shares42.4K
Event2025-12-31
Filed2026-02-18
SIVR
15.99%ABERDEEN PHYSICAL
Shares150.3K
Event2025-12-31
Filed2026-02-18
GTO
14.58%INVESCO ACTIVELY MANAGED EXC
Shares214.0K
Event2025-12-31
Filed2026-02-18
TCAF
105.48%T ROWE
Shares264.9K
Event2025-12-31
Filed2026-02-18
DGCB
-21.69%DIMENSIONAL ETF TRUST
Shares186.5K
Event2025-12-31
Filed2026-02-18
NOC
75.46%NORTHROP GRUMMAN
Shares17.6K
Event2025-12-31
Filed2026-02-18
USFR
17.55%WISDOMTREE FLOATING
Shares199.2K
Event2025-12-31
Filed2026-02-18
VTIP
5.64%VANGUARD MALVERN FDS
Shares202.5K
Event2025-12-31
Filed2026-02-18
CGSD
14.60%CAPITAL GROUP
Shares383.4K
Event2025-12-31
Filed2026-02-18
INVESCO EXCH TRADED FD TR II
10.00%INVESCO EXCH TRADED FD TR II
Shares138.9K
Event2025-12-31
Filed2026-02-18
QEFA
-16.32%SPDR INDEX
Shares109.2K
Event2025-12-31
Filed2026-02-18
PSFF
31.26%PACER FDS TR
Shares304.3K
Event2025-12-31
Filed2026-02-18
JPIE
-5.34%J P MORGAN EXCHANGE TRADED F
Shares212.4K
Event2025-12-31
Filed2026-02-18
FDNI
10.27%FIRST TR EXCHANGE TRADED FD
Shares290.0K
Event2025-12-31
Filed2026-02-18
FSMB
10.41%FIRST TR EXCH TRADED FD III
Shares487.6K
Event2025-12-31
Filed2026-02-18
IGSB
14.13%ISHARES 1-5
Shares184.3K
Event2025-12-31
Filed2026-02-18
PDP
-1.00%INVESCO DORSEY
Shares83.2K
Event2025-12-31
Filed2026-02-18
GPC
50.96%GENUINE PARTS
Shares78.8K
Event2025-12-31
Filed2026-02-18
IWO
-3.74%ISHARES RUSSELL
Shares29.8K
Event2025-12-31
Filed2026-02-18
MELI
-3.45%MERCADOLIBRE INC
Shares4.8K
Event2025-12-31
Filed2026-02-18
IBUF
32.88%INNOVATOR ETFS TRUST
Shares328.2K
Event2025-12-31
Filed2026-02-18
SYK
12.83%STRYKER CORP
Shares27.2K
Event2025-12-31
Filed2026-02-18
WEC ENERGY
-0.14%WEC ENERGY
Shares90.5K
Event2025-12-31
Filed2026-02-18
MFSI
11.85%MFS ACTIVE
Shares313.1K
Event2025-12-31
Filed2026-02-18
VCRB
24.59%VANGUARD CORE
Shares122.2K
Event2025-12-31
Filed2026-02-18
SCZ
19.04%ISHARES MSCI
Shares122.5K
Event2025-12-31
Filed2026-02-18
ABRDN STANDARD
-23.61%ABRDN STANDARD
Shares231.1K
Event2025-12-31
Filed2026-02-18
VCEB
3.05%VANGUARD WORLD FD
Shares147.7K
Event2025-12-31
Filed2026-02-18
O
2.59%REALTY INCOME
Shares166.3K
Event2025-12-31
Filed2026-02-18
SBUX
9.74%STARBUCKS CORP
Shares111.2K
Event2025-12-31
Filed2026-02-18
IBTJ
10.33%ISHARES IBONDS
Shares426.2K
Event2025-12-31
Filed2026-02-18
IBTK
11.48%ISHARES IBONDS
Shares469.2K
Event2025-12-31
Filed2026-02-18
ETR
10.09%ENTERGY CORP
Shares100.7K
Event2025-12-31
Filed2026-02-18
MINO
17.11%PIMCO ETF TR
Shares203.6K
Event2025-12-31
Filed2026-02-18
TRV
25.42%TRAVELERS COMPANIES INC
Shares31.8K
Event2025-12-31
Filed2026-02-18
GSLC
-13.39%GOLDMAN SACHS
Shares69.7K
Event2025-12-31
Filed2026-02-18
SHEL
22.73%SHELL PLC
Shares125.2K
Event2025-12-31
Filed2026-02-18
MPWR
-13.50%MONOLITHIC POWER
Shares10.1K
Event2025-12-31
Filed2026-02-18
PRU
15.68%PRUDENTIAL FINANCIAL
Shares81.4K
Event2025-12-31
Filed2026-02-18
EME
-6.90%EMCOR GROUP
Shares15.0K
Event2025-12-31
Filed2026-02-18
BILS
2.77%SPDR SERIES TRUST
Shares92.4K
Event2025-12-31
Filed2026-02-18
SYSB
NewISHARES SYSTEMATIC
Shares102.1K
Event2025-12-31
Filed2026-02-18
VCLT
-27.30%VANGUARD LONG
Shares119.6K
Event2025-12-31
Filed2026-02-18
LHX
11.73%L3HARRIS TECHNOLOGIES
Shares30.8K
Event2025-12-31
Filed2026-02-18
NKE
102.28%NIKE INC
Shares141.8K
Event2025-12-31
Filed2026-02-18
PTMC
1.03%PACER FDS TR
Shares252.6K
Event2025-12-31
Filed2026-02-18
EMQQ
9.07%EMQQ EMERGING
Shares223.1K
Event2025-12-31
Filed2026-02-18
BSX
-21.90%BOSTON SCIENTIFIC
Shares93.0K
Event2025-12-31
Filed2026-02-18
SPGI
18.60%S&P GLOBAL
Shares17.0K
Event2025-12-31
Filed2026-02-18
PWR
53.81%QUANTA SERVICES
Shares20.9K
Event2025-12-31
Filed2026-02-18
VFMV
-4.32%VANGUARD US
Shares67.6K
Event2025-12-31
Filed2026-02-18
FLRT
1.78%PACER ARISTOTOLE
Shares186.6K
Event2025-12-31
Filed2026-02-18
CALF
17.83%PACER FDS TR
Shares197.7K
Event2025-12-31
Filed2026-02-18
SUB
10.52%ISHARES SHORT
Shares82.0K
Event2025-12-31
Filed2026-02-18
CGDG
368.87%CAPITAL GROUP
Shares245.0K
Event2025-12-31
Filed2026-02-18
ICVT
23.79%ISHARES CONV
Shares88.6K
Event2025-12-31
Filed2026-02-18
ECVT
NewECOVYST INC
Shares895.4K
Event2025-12-31
Filed2026-02-18
EDOW
5.31%FIRST TR EXCHANGE-TRADED FD
Shares210.9K
Event2025-12-31
Filed2026-02-18
PROFESIONALLY MANAGED PORTFO
NewPROFESIONALLY MANAGED PORTFO
Shares132.6K
Event2025-12-31
Filed2026-02-18
CL
-80.23%COLGATE PALMOLIVE CO
Shares109.5K
Event2025-12-31
Filed2026-02-18
MGK
8.68%VANGUARD MEGA
Shares20.9K
Event2025-12-31
Filed2026-02-18
VNQ
3.24%VANGUARD INDEX FDS
Shares97.1K
Event2025-12-31
Filed2026-02-18
ADSK
159.78%AUTODESK INC
Shares29.0K
Event2025-12-31
Filed2026-02-18
FTA
257.51%FIRST TR EXCHANGE-TRADED ALP
Shares99.4K
Event2025-12-31
Filed2026-02-18
CVS
29.62%CVS HEALTH
Shares107.7K
Event2025-12-31
Filed2026-02-18
NUVB
NewNUVATION BIO INC
Shares952.2K
Event2025-12-31
Filed2026-02-18
IDV
1.95%ISHARES INTL
Shares215.6K
Event2025-12-31
Filed2026-02-18
SOFI
-1.59%SOFI TECHNOLOGIES
Shares322.8K
Event2025-12-31
Filed2026-02-18
VONV
16.40%VANGUARD RUSSELL
Shares91.2K
Event2025-12-31
Filed2026-02-18
FDLO
-28.28%FIDELITY COVINGTON TRUST
Shares125.6K
Event2025-12-31
Filed2026-02-18
ESGD
3.99%ISHARES ESG
Shares88.2K
Event2025-12-31
Filed2026-02-18
VGIT
0.28%VANGUARD INTERMEDIATE
Shares139.7K
Event2025-12-31
Filed2026-02-18
AIQ
287.90%GLOBAL X
Shares164.5K
Event2025-12-31
Filed2026-02-18
DG
411.79%DOLLAR GEN CORP NEW
Shares62.7K
Event2025-12-31
Filed2026-02-18
ARKK
4.04%ARK ETF TR
Shares108.2K
Event2025-12-31
Filed2026-02-18
SUSA
0.30%ISHARES ESG
Shares59.3K
Event2025-12-31
Filed2026-02-18
AZN
42.21%ASTRAZENECA PLC
Shares89.8K
Event2025-12-31
Filed2026-02-18
AMP
27.75%AMERIPRISE FINANCIAL
Shares16.8K
Event2025-12-31
Filed2026-02-18
MARVELL TECHNOLOGY
-47.83%MARVELL TECHNOLOGY
Shares96.7K
Event2025-12-31
Filed2026-02-18
AZO
60.68%AUTOZONE INC
Shares2.4K
Event2025-12-31
Filed2026-02-18
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available