The Analysis of NorthRock Partners, LLC's Holdings

Currently, NorthRock Partners, LLC holds 849 types of securities in its portfolio with a total value $5.5B. In the most recent quarter, they have increased their positions in VOO (+359.2K shares, valued at $220.0M), QQQ (+283.9K shares, valued at $170.5M), ROUS (+1.6M shares, valued at $94.3M); decreased their positions in SPYV (-188.8K shares, valued at $10.4M), SPY (-15.6K shares, valued at $10.4M), TGT (-67.4K shares, valued at $6.0M); initiated new positions in ROUS (+1.6M shares, valued at $94.3M), DYNF (+431.2K shares, valued at $25.5M), BDYN (+859.5K shares, valued at $21.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMTG J P MORGAN EXCHANGE TRADED F8.3M shares7.43%2025-09-302025-11-14

SPYM SPDR SERIES TRUST3.7M shares1.80%2025-09-302025-11-14

VOO VANGUARD INDEX FDS468.3K shares329.18%2025-09-302025-11-14

VGSH VANGUARD SCOTTSDALE FDS4.4M shares7.00%2025-09-302025-11-14

SPYV SPDR SERIES TRUST4.4M shares-4.08%2025-09-302025-11-14

SPYG SPDR SERIES TRUST2.1M shares-2.49%2025-09-302025-11-14

AAPL APPLE INC852.8K shares16.87%2025-09-302025-11-14

SPY SPDR S&P 500 ETF TR304.5K shares-4.87%2025-09-302025-11-14

Sponsored

SGOV ISHARES TR1.9M shares8.04%2025-09-302025-11-14

QQQ INVESCO QQQ TR304.9K shares1355.63%2025-09-302025-11-14

MDYV SPDR SERIES TRUST1.3M shares-3.53%2025-09-302025-11-14

NVDA NVIDIA CORPORATION555.7K shares24.84%2025-09-302025-11-14

MDYG SPDR SERIES TRUST1.1M shares-1.11%2025-09-302025-11-14

ROUS LATTICE STRATEGIES TR1.6M sharesnew addition2025-09-302025-11-14

MSFT MICROSOFT CORP174.6K shares17.59%2025-09-302025-11-14

HEFA ISHARES TR1.8M shares274640.58%2025-09-302025-11-14

Sponsored

SLYV SPDR SERIES TRUST788.2K shares-0.07%2025-09-302025-11-14

SLYG SPDR SERIES TRUST660.3K shares-1.31%2025-09-302025-11-14

JMST J P MORGAN EXCHANGE TRADED F1.0M shares14.62%2025-09-302025-11-14

IWF ISHARES TR110.9K shares-6.02%2025-09-302025-11-14

SPEM SPDR INDEX SHS FDS1.1M shares38107.08%2025-09-302025-11-14

IWR ISHARES TR533.5K shares1296.17%2025-09-302025-11-14

AMZN AMAZON COM INC195.6K shares20.73%2025-09-302025-11-14

IUSB ISHARES TR888.1K shares814677.98%2025-09-302025-11-14

Sponsored

PGR PROGRESSIVE CORP160.8K shares0.12%2025-09-302025-11-14

IEMG ISHARES INC567.5K shares8.16%2025-09-302025-11-14

GOOGL ALPHABET INC149.2K shares15.68%2025-09-302025-11-14

TAFM AB ACTIVE ETFS INC1.3M shares-5.11%2025-09-302025-11-14

MDLZ MONDELEZ INTL INC530.8K shares0.00%2025-09-302025-11-14

TSLA TESLA INC71.6K shares21.37%2025-09-302025-11-14

BUFR FIRST TR EXCHNG TRADED FD VI943.2K shares3.73%2025-09-302025-11-14

PM PHILIP MORRIS INTL INC190.2K shares-1.52%2025-09-302025-11-14

Sponsored

IWB ISHARES TR80.6K shares6.54%2025-09-302025-11-14

MBB ISHARES TR305.2K shares2099.20%2025-09-302025-11-14

EFA ISHARES TR310.8K shares-6.61%2025-09-302025-11-14

META META PLATFORMS INC39.4K shares14.43%2025-09-302025-11-14

SPHQ INVESCO EXCHANGE TRADED FD T385.6K shares117462.20%2025-09-302025-11-14

BRK.B BERKSHIRE HATHAWAY INC DEL55.6K shares12.64%2025-09-302025-11-14

PG PROCTER AND GAMBLE CO176.1K shares250.93%2025-09-302025-11-14

IJR ISHARES TR220.1K shares813.97%2025-09-302025-11-14

Sponsored

SPTI SPDR SERIES TRUST888.7K shares8916.35%2025-09-302025-11-14

DYNF BLACKROCK ETF TRUST431.2K sharesnew addition2025-09-302025-11-14

BIL SPDR SERIES TRUST263.6K shares85.97%2025-09-302025-11-14

JPM JPMORGAN CHASE & CO.75.1K shares9.51%2025-09-302025-11-14

VYMI VANGUARD WHITEHALL FDS276.3K shares169385.89%2025-09-302025-11-14

AVGO BROADCOM INC69.7K shares22.66%2025-09-302025-11-14

SCHZ SCHWAB STRATEGIC TR935.6K shares209215.88%2025-09-302025-11-14

BDYN BLACKROCK ETF TRUST859.5K sharesnew addition2025-09-302025-11-14

Sponsored

IVE ISHARES TR99.9K shares5987.51%2025-09-302025-11-14

VTI VANGUARD INDEX FDS62.6K shares-0.68%2025-09-302025-11-14

VWO VANGUARD INTL EQUITY INDEX F366.4K shares855.49%2025-09-302025-11-14

ABBV ABBVIE INC83.1K shares8.16%2025-09-302025-11-14

GOOG ALPHABET INC77.6K shares15.83%2025-09-302025-11-14

IVV ISHARES TR24.5K shares32.73%2025-09-302025-11-14

OEF ISHARES TR49.3K shares1670.19%2025-09-302025-11-14

V VISA INC42.2K shares13.12%2025-09-302025-11-14

Sponsored

MO ALTRIA GROUP INC214.9K shares-1.31%2025-09-302025-11-14

VMBS VANGUARD SCOTTSDALE FDS290.5K shares132544.29%2025-09-302025-11-14

IWP ISHARES TR92.5K shares-0.52%2025-09-302025-11-14

VGLT VANGUARD SCOTTSDALE FDS223.6K shares47265.04%2025-09-302025-11-14

ORCL ORACLE CORP44.6K shares23.72%2025-09-302025-11-14

NFLX NETFLIX INC9.9K shares10.26%2025-09-302025-11-14

LLY ELI LILLY & CO15.4K shares6.53%2025-09-302025-11-14

BINC BLACKROCK ETF TRUST II218.7K sharesnew addition2025-09-302025-11-14

Sponsored

SCHX SCHWAB STRATEGIC TR411.4K shares2.20%2025-09-302025-11-14

COST COSTCO WHSL CORP NEW11.7K shares2.56%2025-09-302025-11-14

VIG VANGUARD SPECIALIZED FUNDS50.0K shares2.42%2025-09-302025-11-14

KDP KEURIG DR PEPPER INC413.3K shares1.72%2025-09-302025-11-14

XLK SELECT SECTOR SPDR TR34.2K shares147.63%2025-09-302025-11-14

EFG ISHARES TR83.3K shares98.51%2025-09-302025-11-14

MTUM ISHARES TR36.0K shares1310.57%2025-09-302025-11-14

JNJ JOHNSON & JOHNSON48.9K shares6.67%2025-09-302025-11-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC49.5K shares31.45%2025-09-302025-11-14

IYW ISHARES TR45.2K shares720.18%2025-09-302025-11-14

HD HOME DEPOT INC21.3K shares20.54%2025-09-302025-11-14

XOM EXXON MOBIL CORP75.9K shares35.76%2025-09-302025-11-14

WMT WALMART INC80.5K shares36.54%2025-09-302025-11-14

CVX CHEVRON CORP NEW53.3K shares37.30%2025-09-302025-11-14

MCD MCDONALDS CORP27.1K shares39.27%2025-09-302025-11-14

XLF SELECT SECTOR SPDR TR151.1K shares3639.13%2025-09-302025-11-14

Sponsored

IGIB ISHARES TR148.0K sharesnew addition2025-09-302025-11-14

VGT VANGUARD WORLD FD10.6K shares105.49%2025-09-302025-11-14

IGEB ISHARES TR172.2K shares2573.34%2025-09-302025-11-14

BDVL BLACKROCK ETF TRUST316.1K sharesnew addition2025-09-302025-11-14

MA MASTERCARD INCORPORATED13.6K shares21.13%2025-09-302025-11-14

IWD ISHARES TR37.3K shares-1.38%2025-09-302025-11-14

BNDX VANGUARD CHARLOTTE FDS150.8K sharesnew addition2025-09-302025-11-14

VEA VANGUARD TAX-MANAGED FDS124.0K shares81.59%2025-09-302025-11-14

Sponsored

WFC WELLS FARGO CO NEW88.3K shares5.78%2025-09-302025-11-14

AMP AMERIPRISE FINL INC14.9K shares36.39%2025-09-302025-11-14

ABT ABBOTT LABS54.8K shares6.88%2025-09-302025-11-14

IBM INTERNATIONAL BUSINESS MACHS25.9K shares24.13%2025-09-302025-11-14

IVW ISHARES TR60.4K shares-1.38%2025-09-302025-11-14

AXP AMERICAN EXPRESS CO21.7K shares19.04%2025-09-302025-11-14

VUG VANGUARD INDEX FDS14.6K shares38.13%2025-09-302025-11-14

IAU ISHARES GOLD TR96.0K shares2241.34%2025-09-302025-11-14

Sponsored

BAC BANK AMERICA CORP132.9K shares18.62%2025-09-302025-11-14

EFV ISHARES TR97.9K shares-1.38%2025-09-302025-11-14

SOXQ INVESCO EXCH TRADED FD TR II131.6K sharesnew addition2025-09-302025-11-14

SYK STRYKER CORPORATION17.4K shares8.80%2025-09-302025-11-14

GE GE AEROSPACE21.0K shares34.20%2025-09-302025-11-14

IEUR ISHARES TR91.5K shares112833.33%2025-09-302025-11-14

KHC KRAFT HEINZ CO234.9K shares-0.12%2025-09-302025-11-14

UNH UNITEDHEALTH GROUP INC17.7K shares51.71%2025-09-302025-11-14

Sponsored

PEP PEPSICO INC43.4K shares17.43%2025-09-302025-11-14

HYLB DBX ETF TR162.9K sharesnew addition2025-09-302025-11-14

CAT CATERPILLAR INC12.5K shares24.89%2025-09-302025-11-14

AMD ADVANCED MICRO DEVICES INC35.4K shares13.09%2025-09-302025-11-14

BAI BLACKROCK ETF TRUST164.9K sharesnew addition2025-09-302025-11-14

BA BOEING CO24.4K shares37.25%2025-09-302025-11-14

EMXC ISHARES INC77.3K shares-5.67%2025-09-302025-11-14

CRM SALESFORCE INC21.7K shares23.66%2025-09-302025-11-14

Sponsored

RTX RTX CORPORATION30.5K shares13.34%2025-09-302025-11-14

HWKN HAWKINS INC27.1K shares-34.70%2025-09-302025-11-14

LMT LOCKHEED MARTIN CORP9.9K shares206.74%2025-09-302025-11-14

ARTY ISHARES TR103.9K shares44509.44%2025-09-302025-11-14

DGRO ISHARES TR68.2K shares265.93%2025-09-302025-11-14

CSCO CISCO SYS INC66.8K shares11.40%2025-09-302025-11-14

TECB ISHARES TR75.5K sharesnew addition2025-09-302025-11-14

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares500.00%2025-09-302025-11-14

Sponsored

XLC SELECT SECTOR SPDR TR37.4K sharesnew addition2025-09-302025-11-14

IEFA ISHARES TR49.6K shares6.10%2025-09-302025-11-14

XLI SELECT SECTOR SPDR TR28.0K shares461.76%2025-09-302025-11-14

TQQQ PROSHARES TR40.5K shares145.41%2025-09-302025-11-14

VXF VANGUARD INDEX FDS19.9K shares-0.82%2025-09-302025-11-14

SDY SPDR SERIES TRUST29.8K shares5.16%2025-09-302025-11-14

DIS DISNEY WALT CO36.4K shares21.73%2025-09-302025-11-14

SPBO SPDR SERIES TRUST136.8K sharesnew addition2025-09-302025-11-14

Sponsored

MS MORGAN STANLEY24.7K shares17.57%2025-09-302025-11-14

GEV GE VERNOVA INC6.4K shares32.65%2025-09-302025-11-14

MRK MERCK & CO INC45.1K shares14.57%2025-09-302025-11-14

KO COCA COLA CO55.7K shares10.35%2025-09-302025-11-14

KLAC KLA CORP3.4K shares27.87%2025-09-302025-11-14

SCHO SCHWAB STRATEGIC TR145.5K shares372994.87%2025-09-302025-11-14

SCHM SCHWAB STRATEGIC TR115.5K shares93.84%2025-09-302025-11-14

IGHG PROSHARES TR43.3K sharesnew addition2025-09-302025-11-14

Sponsored

IWM ISHARES TR14.1K shares33.61%2025-09-302025-11-14

COF CAPITAL ONE FINL CORP16.0K shares31.98%2025-09-302025-11-14

ITA ISHARES TR16.0K shares1774.74%2025-09-302025-11-14

ABNB AIRBNB INC27.3K shares0.41%2025-09-302025-11-14

CRWD CROWDSTRIKE HLDGS INC6.7K shares3.01%2025-09-302025-11-14

ITW ILLINOIS TOOL WKS INC12.3K shares10.47%2025-09-302025-11-14

S SENTINELONE INC182.8K shares1.58%2025-09-302025-11-14

INTU INTUIT4.6K shares27.03%2025-09-302025-11-14

Sponsored

QEFA SPDR INDEX SHS FDS35.8K shares145.51%2025-09-302025-11-14

BKNG BOOKING HOLDINGS INC576 shares16.60%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC31.4K shares37.88%2025-09-302025-11-14

AMAT APPLIED MATLS INC14.9K shares10.31%2025-09-302025-11-14

RBLX ROBLOX CORP22.0K shares-22.01%2025-09-302025-11-14

LOW LOWES COS INC12.1K shares42.16%2025-09-302025-11-14

USB US BANCORP DEL62.6K shares46.87%2025-09-302025-11-14

TMO THERMO FISHER SCIENTIFIC INC6.2K shares50.16%2025-09-302025-11-14

Sponsored

QUAL ISHARES TR15.4K shares-1.33%2025-09-302025-11-14

XLV SELECT SECTOR SPDR TR21.4K shares408.66%2025-09-302025-11-14

ANET ARISTA NETWORKS INC20.0K shares19.50%2025-09-302025-11-14

FDIV EA SERIES TRUST108.2K shares8.47%2025-09-302025-11-14

GIS GENERAL MLS INC57.7K shares4.45%2025-09-302025-11-14

NOC NORTHROP GRUMMAN CORP4.7K shares198.28%2025-09-302025-11-14

IJH ISHARES TR43.7K shares20.23%2025-09-302025-11-14

T AT&T INC100.3K shares23.16%2025-09-302025-11-14

Sponsored

APH AMPHENOL CORP NEW22.9K shares65.43%2025-09-302025-11-14

LIN LINDE PLC6.0K shares35.28%2025-09-302025-11-14

TGT TARGET CORP31.5K shares-68.15%2025-09-302025-11-14

UPS UNITED PARCEL SERVICE INC33.8K shares87.23%2025-09-302025-11-14

VTIP VANGUARD MALVERN FDS55.2K sharesnew addition2025-09-302025-11-14

GOVT ISHARES TR120.8K shares95799.21%2025-09-302025-11-14

INTC INTEL CORP83.0K shares51.68%2025-09-302025-11-14

HON HONEYWELL INTL INC13.2K shares34.78%2025-09-302025-11-14

Sponsored

MMM 3M CO17.8K shares2.98%2025-09-302025-11-14

VZ VERIZON COMMUNICATIONS INC62.6K shares17.14%2025-09-302025-11-14

FALN ISHARES TR98.3K sharesnew addition2025-09-302025-11-14

SPGI S&P GLOBAL INC5.6K shares16.36%2025-09-302025-11-14

IYY ISHARES TR16.8K shares0.00%2025-09-302025-11-14

FLOT ISHARES TR53.3K sharesnew addition2025-09-302025-11-14

QCOM QUALCOMM INC16.3K shares14.44%2025-09-302025-11-14

MU MICRON TECHNOLOGY INC16.1K shares48.68%2025-09-302025-11-14

Sponsored

EMB ISHARES TR28.1K shares27189.32%2025-09-302025-11-14

IJT ISHARES TR18.6K shares-2.73%2025-09-302025-11-14

TJX TJX COS INC NEW17.8K shares53.67%2025-09-302025-11-14

LRCX LAM RESEARCH CORP19.2K shares42.34%2025-09-302025-11-14

GLW CORNING INC31.1K shares445.17%2025-09-302025-11-14

XLY SELECT SECTOR SPDR TR10.5K shares523.77%2025-09-302025-11-14

SBUX STARBUCKS CORP29.7K shares18.34%2025-09-302025-11-14

DE DEERE & CO5.5K shares9.20%2025-09-302025-11-14

Sponsored

SUSA ISHARES TR18.2K shares1.35%2025-09-302025-11-14

USFR WISDOMTREE TR48.4K sharesnew addition2025-09-302025-11-14

DHR DANAHER CORPORATION12.2K shares-0.06%2025-09-302025-11-14

SO SOUTHERN CO25.4K shares33.34%2025-09-302025-11-14

UNP UNION PAC CORP10.2K shares36.71%2025-09-302025-11-14

NEE NEXTERA ENERGY INC31.9K shares14.69%2025-09-302025-11-14

C CITIGROUP INC23.7K shares19.43%2025-09-302025-11-14

BX BLACKSTONE INC14.1K shares25.33%2025-09-302025-11-14

Sponsored

SPSM SPDR SERIES TRUST51.9K shares0.92%2025-09-302025-11-14

AMGN AMGEN INC8.4K shares-26.32%2025-09-302025-11-14

BLK BLACKROCK INC2.0K shares23.50%2025-09-302025-11-14

PANW PALO ALTO NETWORKS INC11.3K shares4.04%2025-09-302025-11-14

DD DUPONT DE NEMOURS INC29.6K shares230.87%2025-09-302025-11-14

ADBE ADOBE INC6.5K shares16.85%2025-09-302025-11-14

BMO BANK MONTREAL QUE17.6K shares-1.11%2025-09-302025-11-14

NOW SERVICENOW INC2.5K shares12.17%2025-09-302025-11-14

Sponsored

CATH GLOBAL X FDS27.9K shares152.51%2025-09-302025-11-14

ETN EATON CORP PLC6.0K shares31.65%2025-09-302025-11-14

GS GOLDMAN SACHS GROUP INC2.8K shares27.62%2025-09-302025-11-14

PAVE GLOBAL X FDS46.6K shares80281.03%2025-09-302025-11-14

SCHK SCHWAB STRATEGIC TR66.9K shares0.00%2025-09-302025-11-14

MDY SPDR S&P MIDCAP 400 ETF TR3.6K shares-13.69%2025-09-302025-11-14

ADI ANALOG DEVICES INC8.7K shares35.78%2025-09-302025-11-14

QLYS QUALYS INC16.0K sharesnew addition2025-09-302025-11-14

Sponsored

ALL ALLSTATE CORP9.7K shares40.82%2025-09-302025-11-14

WEC WEC ENERGY GROUP INC17.5K shares41.56%2025-09-302025-11-14

EW EDWARDS LIFESCIENCES CORP25.5K shares12.43%2025-09-302025-11-14

NULG NUSHARES ETF TR19.7K shares-0.39%2025-09-302025-11-14

PFE PFIZER INC76.5K shares14.74%2025-09-302025-11-14

ISRG INTUITIVE SURGICAL INC4.3K shares-8.30%2025-09-302025-11-14

IHAK ISHARES TR36.8K shares24940.14%2025-09-302025-11-14

TMUS T-MOBILE US INC8.0K shares16.36%2025-09-302025-11-14

Sponsored

VBR VANGUARD INDEX FDS9.1K shares9.97%2025-09-302025-11-14

VXUS VANGUARD STAR FDS25.9K shares1.12%2025-09-302025-11-14

NVDU DIREXION SHS ETF TR14.4K shares0.00%2025-09-302025-11-14

ECL ECOLAB INC6.9K shares10.61%2025-09-302025-11-14

BSX BOSTON SCIENTIFIC CORP19.2K shares28.66%2025-09-302025-11-14

CTAS CINTAS CORP9.1K shares-1.44%2025-09-302025-11-14

CB CHUBB LIMITED6.5K shares36.83%2025-09-302025-11-14

AON AON PLC5.2K shares12.00%2025-09-302025-11-14

Sponsored

ESGD ISHARES TR19.6K shares41.84%2025-09-302025-11-14

XLE SELECT SECTOR SPDR TR20.1K shares218.77%2025-09-302025-11-14

QLTA ISHARES TR36.6K sharesnew addition2025-09-302025-11-14

O REALTY INCOME CORP29.0K shares46.99%2025-09-302025-11-14

VCLT VANGUARD SCOTTSDALE FDS22.7K shares2401.66%2025-09-302025-11-14

ESTA ESTABLISHMENT LABS HLDGS INC42.9K shares0.00%2025-09-302025-11-14

COP CONOCOPHILLIPS18.6K shares17.04%2025-09-302025-11-14

GILD GILEAD SCIENCES INC15.7K shares21.64%2025-09-302025-11-14

Sponsored

GD GENERAL DYNAMICS CORP5.1K shares51.92%2025-09-302025-11-14

USMV ISHARES TR18.3K shares25.94%2025-09-302025-11-14

MCK MCKESSON CORP2.2K shares47.66%2025-09-302025-11-14

DLTR DOLLAR TREE INC18.2K shares286.18%2025-09-302025-11-14

XVV ISHARES TR33.4K shares2.60%2025-09-302025-11-14

DVY ISHARES TR11.9K shares11.66%2025-09-302025-11-14

PNC PNC FINL SVCS GROUP INC8.4K shares41.29%2025-09-302025-11-14

MSI MOTOROLA SOLUTIONS INC3.7K shares17.44%2025-09-302025-11-14

Sponsored

IGV ISHARES TR14.5K shares576.50%2025-09-302025-11-14

MDT MEDTRONIC PLC17.5K shares30.18%2025-09-302025-11-14

MPC MARATHON PETE CORP8.6K shares10.68%2025-09-302025-11-14

TXN TEXAS INSTRS INC8.9K shares38.48%2025-09-302025-11-14

GM GENERAL MTRS CO26.9K shares3.53%2025-09-302025-11-14

ICE INTERCONTINENTAL EXCHANGE IN9.6K shares21.03%2025-09-302025-11-14

VO VANGUARD INDEX FDS5.5K shares64.54%2025-09-302025-11-14

XEL XCEL ENERGY INC19.8K shares4.81%2025-09-302025-11-14

Sponsored

DUK DUKE ENERGY CORP NEW12.7K shares36.98%2025-09-302025-11-14

RSP INVESCO EXCHANGE TRADED FD T8.3K shares79.74%2025-09-302025-11-14

GLD SPDR GOLD TR4.4K shares7.17%2025-09-302025-11-14

CEG CONSTELLATION ENERGY CORP4.7K shares13.63%2025-09-302025-11-14

MMC MARSH & MCLENNAN COS INC7.5K shares30.11%2025-09-302025-11-14

NKE NIKE INC21.6K shares15.12%2025-09-302025-11-14

TRV TRAVELERS COMPANIES INC5.3K shares38.89%2025-09-302025-11-14

ACM AECOM11.4K sharesnew addition2025-09-302025-11-14

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BMY BRISTOL-MYERS SQUIBB CO32.9K shares18.88%2025-09-302025-11-14

AMT AMERICAN TOWER CORP NEW7.7K shares5.83%2025-09-302025-11-14

TSN TYSON FOODS INC27.1K shares4.98%2025-09-302025-11-14

WM WASTE MGMT INC DEL6.6K shares9.38%2025-09-302025-11-14

CENTA CENTRAL GARDEN & PET CO48.8K shares-16.47%2025-09-302025-11-14

WELL WELLTOWER INC8.1K shares16.85%2025-09-302025-11-14

JCI JOHNSON CTLS INTL PLC13.1K shares11.93%2025-09-302025-11-14

SHW SHERWIN WILLIAMS CO4.1K shares63.11%2025-09-302025-11-14

Sponsored

SCHF SCHWAB STRATEGIC TR61.5K shares-6.51%2025-09-302025-11-14

CDNS CADENCE DESIGN SYSTEM INC4.1K shares17.56%2025-09-302025-11-14

SNPE DBX ETF TR23.7K sharesnew addition2025-09-302025-11-14

PCG PG&E CORP93.5K shares165.84%2025-09-302025-11-14

SCHW SCHWAB CHARLES CORP14.7K shares57.09%2025-09-302025-11-14

ORLY OREILLY AUTOMOTIVE INC12.9K shares36.92%2025-09-302025-11-14

PH PARKER-HANNIFIN CORP1.8K shares17.80%2025-09-302025-11-14

MSTR STRATEGY INC4.3K sharesnew addition2025-09-302025-11-14

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DAL DELTA AIR LINES INC DEL24.2K shares17.53%2025-09-302025-11-14

TSM TAIWAN SEMICONDUCTOR MFG LTD4.9K shares51.36%2025-09-302025-11-14

AEIS ADVANCED ENERGY INDS8.0K shares-8.12%2025-09-302025-11-14

CI THE CIGNA GROUP4.7K shares2.42%2025-09-302025-11-14

WPC WP CAREY INC20.0K sharesnew addition2025-09-302025-11-14

VRTX VERTEX PHARMACEUTICALS INC3.5K shares8.69%2025-09-302025-11-14

GBTC GRAYSCALE BITCOIN TRUST ETF15.0K shares35.86%2025-09-302025-11-14

CMCSA COMCAST CORP NEW42.9K shares22.26%2025-09-302025-11-14

Sponsored

IDXX IDEXX LABS INC2.1K shares10.39%2025-09-302025-11-14

PLD PROLOGIS INC.11.7K shares58.98%2025-09-302025-11-14

DHI D R HORTON INC7.9K shares78.98%2025-09-302025-11-14

DASH DOORDASH INC4.9K shares19.33%2025-09-302025-11-14

FDX FEDEX CORP5.6K shares83.41%2025-09-302025-11-14

NEM NEWMONT CORP15.7K shares40.79%2025-09-302025-11-14

SPTM SPDR SERIES TRUST16.4K shares-25.90%2025-09-302025-11-14

ROST ROSS STORES INC8.6K shares63.06%2025-09-302025-11-14

Sponsored

NDAQ NASDAQ INC14.8K shares91.61%2025-09-302025-11-14

PSX PHILLIPS 669.5K shares40.98%2025-09-302025-11-14

URI UNITED RENTALS INC1.4K shares24.61%2025-09-302025-11-14

EEM ISHARES TR23.6K shares3.34%2025-09-302025-11-14

ADP AUTOMATIC DATA PROCESSING IN4.3K shares-17.21%2025-09-302025-11-14

EMR EMERSON ELEC CO9.5K shares30.61%2025-09-302025-11-14

FCX FREEPORT-MCMORAN INC31.8K shares37.01%2025-09-302025-11-14

BK BANK NEW YORK MELLON CORP11.4K shares8.76%2025-09-302025-11-14

Sponsored

MAR MARRIOTT INTL INC NEW4.7K shares26.58%2025-09-302025-11-14

PSA PUBLIC STORAGE OPER CO4.2K shares27.85%2025-09-302025-11-14

XAR SPDR SERIES TRUST5.2K sharesnew addition2025-09-302025-11-14

SMLV SPDR SERIES TRUST9.4K sharesnew addition2025-09-302025-11-14

CL COLGATE PALMOLIVE CO15.3K shares62.87%2025-09-302025-11-14

ITOT ISHARES TR8.4K shares40.29%2025-09-302025-11-14

ACN ACCENTURE PLC IRELAND4.9K shares18.08%2025-09-302025-11-14

SNOW SNOWFLAKE INC5.3K shares46.70%2025-09-302025-11-14

Sponsored

IEF ISHARES TR12.4K shares1375.03%2025-09-302025-11-14

MCO MOODYS CORP2.5K shares22.68%2025-09-302025-11-14

SNPS SYNOPSYS INC2.4K shares56.10%2025-09-302025-11-14

ZTS ZOETIS INC8.1K shares32.64%2025-09-302025-11-14

HWM HOWMET AEROSPACE INC6.0K shares20.48%2025-09-302025-11-14

MET METLIFE INC14.4K shares47.25%2025-09-302025-11-14

ADSK AUTODESK INC3.7K shares10.60%2025-09-302025-11-14

EPD ENTERPRISE PRODS PARTNERS L37.6K shares12.02%2025-09-302025-11-14

Sponsored

SHOP SHOPIFY INC7.8K shares30.81%2025-09-302025-11-14

SRE SEMPRA12.8K shares65.11%2025-09-302025-11-14

VGK VANGUARD INTL EQUITY INDEX F14.4K shares3.21%2025-09-302025-11-14

VONV VANGUARD SCOTTSDALE FDS12.7K shares-2.02%2025-09-302025-11-14

VNQ VANGUARD INDEX FDS12.4K shares9.73%2025-09-302025-11-14

VYM VANGUARD WHITEHALL FDS8.0K shares21.90%2025-09-302025-11-14

RCL ROYAL CARIBBEAN GROUP3.5K shares12.47%2025-09-302025-11-14

KKR KKR & CO INC8.6K shares82.17%2025-09-302025-11-14

Sponsored

SCHA SCHWAB STRATEGIC TR39.8K shares2.30%2025-09-302025-11-14

HLT HILTON WORLDWIDE HLDGS INC4.2K shares-3.27%2025-09-302025-11-14

CVS CVS HEALTH CORP14.6K shares21.43%2025-09-302025-11-14

QUS SPDR SERIES TRUST6.4K shares77.72%2025-09-302025-11-14

REGN REGENERON PHARMACEUTICALS1.9K shares122.31%2025-09-302025-11-14

IWS ISHARES TR7.8K shares2.95%2025-09-302025-11-14

CBRE CBRE GROUP INC6.9K shares38.56%2025-09-302025-11-14

SCHG SCHWAB STRATEGIC TR33.8K shares3.01%2025-09-302025-11-14

Sponsored

DFAC DIMENSIONAL ETF TRUST27.9K shares0.00%2025-09-302025-11-14

VTV VANGUARD INDEX FDS5.7K shares83.74%2025-09-302025-11-14

FTNT FORTINET INC12.7K shares-14.82%2025-09-302025-11-14

EOG EOG RES INC9.4K shares37.00%2025-09-302025-11-14

AFL AFLAC INC9.4K shares52.58%2025-09-302025-11-14

IYH ISHARES TR17.7K shares-3.46%2025-09-302025-11-14

TDG TRANSDIGM GROUP INC789 shares15.69%2025-09-302025-11-14

WDC WESTERN DIGITAL CORP8.6K shares12.99%2025-09-302025-11-14

Sponsored

NSC NORFOLK SOUTHN CORP3.4K shares30.85%2025-09-302025-11-14

KMB KIMBERLY-CLARK CORP8.2K shares-24.41%2025-09-302025-11-14

CART MAPLEBEAR INC27.4K shares0.33%2025-09-302025-11-14

IQV IQVIA HLDGS INC5.3K shares33.39%2025-09-302025-11-14

PWR QUANTA SVCS INC2.4K shares3.42%2025-09-302025-11-14

AZO AUTOZONE INC233 shares130.69%2025-09-302025-11-14

FI FISERV INC7.7K shares20.91%2025-09-302025-11-14

D DOMINION ENERGY INC16.2K shares31.69%2025-09-302025-11-14

Sponsored

DSI ISHARES TR7.9K shares-2.62%2025-09-302025-11-14

AJG GALLAGHER ARTHUR J & CO3.2K shares40.57%2025-09-302025-11-14

COR CENCORA INC3.2K shares16.18%2025-09-302025-11-14

WMB WILLIAMS COS INC15.5K shares3.03%2025-09-302025-11-14

EQIX EQUINIX INC1.2K shares0.65%2025-09-302025-11-14

OTIS OTIS WORLDWIDE CORP10.5K shares22.56%2025-09-302025-11-14

LEN LENNAR CORP7.6K shares28.12%2025-09-302025-11-14

DIVB ISHARES TR18.3K shares6.83%2025-09-302025-11-14

Sponsored

EXPE EXPEDIA GROUP INC4.5K shares70.96%2025-09-302025-11-14

IWO ISHARES TR3.0K shares-2.30%2025-09-302025-11-14

AIG AMERICAN INTL GROUP INC12.1K shares8.95%2025-09-302025-11-14

SCHQ SCHWAB STRATEGIC TR29.4K sharesnew addition2025-09-302025-11-14

HUM HUMANA INC3.6K shares51.84%2025-09-302025-11-14

AXON AXON ENTERPRISE INC1.3K shares9.05%2025-09-302025-11-14

HCA HCA HEALTHCARE INC2.2K shares-1.12%2025-09-302025-11-14

EME EMCOR GROUP INC1.4K shares133.71%2025-09-302025-11-14

Sponsored

MGEE MGE ENERGY INC11.2K shares-0.17%2025-09-302025-11-14

TT TRANE TECHNOLOGIES PLC2.2K shares7.02%2025-09-302025-11-14

APD AIR PRODS & CHEMS INC3.4K shares9.21%2025-09-302025-11-14

USIG ISHARES TR17.6K shares11730.87%2025-09-302025-11-14

SPG SIMON PPTY GROUP INC NEW4.8K shares3.22%2025-09-302025-11-14

CMI CUMMINS INC2.1K shares65.12%2025-09-302025-11-14

IBIT ISHARES BITCOIN TRUST ETF13.8K shares22.67%2025-09-302025-11-14

IXUS ISHARES TR10.8K shares3703.16%2025-09-302025-11-14

Sponsored

SOFI SOFI TECHNOLOGIES INC33.7K shares94.00%2025-09-302025-11-14

EMHY ISHARES INC22.4K sharesnew addition2025-09-302025-11-14

SYF SYNCHRONY FINANCIAL12.5K shares6.64%2025-09-302025-11-14

CARR CARRIER GLOBAL CORPORATION14.7K shares-14.91%2025-09-302025-11-14

CNC CENTENE CORP DEL24.6K sharesnew addition2025-09-302025-11-14

FIX COMFORT SYS USA INC1.1K shares87.79%2025-09-302025-11-14

A AGILENT TECHNOLOGIES INC6.8K shares37.69%2025-09-302025-11-14

WAB WABTEC4.3K shares155.14%2025-09-302025-11-14

Sponsored

DG DOLLAR GEN CORP NEW8.4K shares52.40%2025-09-302025-11-14

TLH ISHARES TR8.4K shares17383.33%2025-09-302025-11-14

CME CME GROUP INC3.2K shares-22.11%2025-09-302025-11-14

AIZ ASSURANT INC3.9K shares-4.43%2025-09-302025-11-14

AEP AMERICAN ELEC PWR CO INC7.6K shares38.21%2025-09-302025-11-14

QDEL QUIDELORTHO CORP28.9K shares-5.12%2025-09-302025-11-14

PYPL PAYPAL HLDGS INC12.6K shares-3.39%2025-09-302025-11-14

NULV NUSHARES ETF TR18.9K shares-2.44%2025-09-302025-11-14

Sponsored

ES EVERSOURCE ENERGY11.6K shares26.28%2025-09-302025-11-14

MLM MARTIN MARIETTA MATLS INC1.3K shares21.29%2025-09-302025-11-14

LH LABCORP HOLDINGS INC2.8K shares238.07%2025-09-302025-11-14

MPWR MONOLITHIC PWR SYS INC882 shares15.75%2025-09-302025-11-14

ELV ELEVANCE HEALTH INC FORMERLY2.5K shares13.22%2025-09-302025-11-14

QQQM INVESCO EXCH TRADED FD TR II3.3K shares186.38%2025-09-302025-11-14

ARE ALEXANDRIA REAL ESTATE EQ IN9.6K shares39.20%2025-09-302025-11-14

VST VISTRA CORP4.1K shares30.77%2025-09-302025-11-14

Sponsored

DFUS DIMENSIONAL ETF TRUST11.1K shares0.24%2025-09-302025-11-14

K KELLANOVA9.8K shares1.31%2025-09-302025-11-14

BDX BECTON DICKINSON & CO4.3K shares125.52%2025-09-302025-11-14

STX SEAGATE TECHNOLOGY HLDNGS PL3.3K shares-9.74%2025-09-302025-11-14

J JACOBS SOLUTIONS INC5.3K shares95.14%2025-09-302025-11-14

COIN COINBASE GLOBAL INC2.3K shares16.11%2025-09-302025-11-14

ESGE ISHARES INC18.1K shares115.30%2025-09-302025-11-14

HAL HALLIBURTON CO31.8K shares16.39%2025-09-302025-11-14

Sponsored

INCY INCYTE CORP9.2K shares26.67%2025-09-302025-11-14

SF STIFEL FINL CORP6.8K shares18.12%2025-09-302025-11-14

EIX EDISON INTL14.0K shares205.23%2025-09-302025-11-14

RMD RESMED INC2.8K shares2.95%2025-09-302025-11-14

VLO VALERO ENERGY CORP4.5K shares2.45%2025-09-302025-11-14

IR INGERSOLL RAND INC9.3K shares39.07%2025-09-302025-11-14

GGG GRACO INC9.0K shares5.77%2025-09-302025-11-14

CTVA CORTEVA INC11.3K shares15.60%2025-09-302025-11-14

Sponsored

PRU PRUDENTIAL FINL INC7.3K shares13.47%2025-09-302025-11-14

FAST FASTENAL CO15.3K shares21.23%2025-09-302025-11-14

VEEV VEEVA SYS INC2.5K shares44.03%2025-09-302025-11-14

TFC TRUIST FINL CORP16.4K shares8.96%2025-09-302025-11-14

NXPI NXP SEMICONDUCTORS N V3.3K shares59.88%2025-09-302025-11-14

DVN DEVON ENERGY CORP NEW21.3K shares2.37%2025-09-302025-11-14

VRSN VERISIGN INC2.7K shares-14.49%2025-09-302025-11-14

PCAR PACCAR INC7.4K shares67.48%2025-09-302025-11-14

Sponsored

WBS WEBSTER FINL CORP12.1K shares12.52%2025-09-302025-11-14

GWW GRAINGER W W INC747 shares-3.98%2025-09-302025-11-14

MSCI MSCI INC1.3K shares-11.50%2025-09-302025-11-14

VRSK VERISK ANALYTICS INC2.8K shares27.74%2025-09-302025-11-14

ET ENERGY TRANSFER L P41.4K shares5.51%2025-09-302025-11-14

FNDF SCHWAB STRATEGIC TR16.5K shares319.38%2025-09-302025-11-14

KEY KEYCORP37.9K shares-3.05%2025-09-302025-11-14

IHI ISHARES TR11.7K shares1.82%2025-09-302025-11-14

Sponsored

SYY SYSCO CORP8.5K shares31.10%2025-09-302025-11-14

IT GARTNER INC2.7K shares95.25%2025-09-302025-11-14

DGRW WISDOMTREE TR7.9K shares-3.20%2025-09-302025-11-14

BKR BAKER HUGHES COMPANY14.3K shares5.54%2025-09-302025-11-14

CMG CHIPOTLE MEXICAN GRILL INC17.8K shares-0.98%2025-09-302025-11-14

IWN ISHARES TR3.9K shares-13.10%2025-09-302025-11-14

AEE AMEREN CORP6.7K shares10.16%2025-09-302025-11-14

FEZ SPDR INDEX SHS FDS11.2K shares254.60%2025-09-302025-11-14

Sponsored

PAYX PAYCHEX INC5.4K shares30.18%2025-09-302025-11-14

ILMN ILLUMINA INC7.2K shares17.86%2025-09-302025-11-14

PINS PINTEREST INC21.3K shares1.39%2025-09-302025-11-14

ICVT ISHARES TR6.8K sharesnew addition2025-09-302025-11-14

OTTR OTTER TAIL CORP8.3K shares-0.14%2025-09-302025-11-14

JPIE J P MORGAN EXCHANGE TRADED F14.6K shares0.00%2025-09-302025-11-14

SPOT SPOTIFY TECHNOLOGY S A970 shares55.45%2025-09-302025-11-14

MNST MONSTER BEVERAGE CORP NEW10.0K shares-25.76%2025-09-302025-11-14

Sponsored

XYZ BLOCK INC9.3K shares7.81%2025-09-302025-11-14

XJH ISHARES TR15.2K shares-5.32%2025-09-302025-11-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.6K shares101.65%2025-09-302025-11-14

EL LAUDER ESTEE COS INC7.5K shares3.75%2025-09-302025-11-14

PKW INVESCO EXCHANGE TRADED FD T5.0K sharesnew addition2025-09-302025-11-14

LHX L3HARRIS TECHNOLOGIES INC2.2K shares16.88%2025-09-302025-11-14

GPK GRAPHIC PACKAGING HLDG CO33.7K shares13.29%2025-09-302025-11-14

NTRA NATERA INC4.1K shares193.54%2025-09-302025-11-14

Sponsored

WDAY WORKDAY INC2.7K shares196.09%2025-09-302025-11-14

ASML ASML HOLDING N V677 shares14.36%2025-09-302025-11-14

UNM UNUM GROUP8.4K shares8.29%2025-09-302025-11-14

RJF RAYMOND JAMES FINL INC3.8K shares-11.91%2025-09-302025-11-14

VTR VENTAS INC9.3K shares26.60%2025-09-302025-11-14

VMC VULCAN MATLS CO2.1K shares32.22%2025-09-302025-11-14

ZS ZSCALER INC2.2K shares132.79%2025-09-302025-11-14

VV VANGUARD INDEX FDS2.1K shares25.45%2025-09-302025-11-14

Sponsored

VLTO VERALTO CORP6.0K shares29.65%2025-09-302025-11-14

VB VANGUARD INDEX FDS2.5K shares117.85%2025-09-302025-11-14

DTE DTE ENERGY CO4.5K shares21.95%2025-09-302025-11-14

TPR TAPESTRY INC5.6K shares23.09%2025-09-302025-11-14

FNF FIDELITY NATIONAL FINANCIAL10.4K shares111.50%2025-09-302025-11-14

IBKR INTERACTIVE BROKERS GROUP IN9.2K shares62.48%2025-09-302025-11-14

ITT ITT INC3.5K shares113.50%2025-09-302025-11-14

RSG REPUBLIC SVCS INC2.7K shares-0.11%2025-09-302025-11-14

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO9.3K shares16.00%2025-09-302025-11-14

DELL DELL TECHNOLOGIES INC4.4K shares39.92%2025-09-302025-11-14

NTAP NETAPP INC5.3K shares11.07%2025-09-302025-11-14

NFRA FLEXSHARES TR9.9K shares0.00%2025-09-302025-11-14

DFUV DIMENSIONAL ETF TRUST13.9K shares22.84%2025-09-302025-11-14

TECH BIO-TECHNE CORP11.1K shares21.26%2025-09-302025-11-14

OC OWENS CORNING NEW4.4K shares5.85%2025-09-302025-11-14

AGG ISHARES TR6.2K shares401.22%2025-09-302025-11-14

Sponsored

CPRT COPART INC13.7K shares69.99%2025-09-302025-11-14

FANG DIAMONDBACK ENERGY INC4.3K shares19.74%2025-09-302025-11-14

CHD CHURCH & DWIGHT CO INC6.9K shares43.26%2025-09-302025-11-14

APG API GROUP CORP17.5K sharesnew addition2025-09-302025-11-14

SPLV INVESCO EXCH TRADED FD TR II8.1K sharesnew addition2025-09-302025-11-14

SPYD SPDR SERIES TRUST13.5K shares14.75%2025-09-302025-11-14

HDV ISHARES TR4.9K shares4.85%2025-09-302025-11-14

BC BRUNSWICK CORP9.4K shares18.78%2025-09-302025-11-14

Sponsored

AMCR AMCOR PLC72.6K shares-19.96%2025-09-302025-11-14

NIC NICOLET BANKSHARES INC4.4K shares-34.12%2025-09-302025-11-14

GRMN GARMIN LTD2.4K shares43.79%2025-09-302025-11-14

MELI MERCADOLIBRE INC253 shares10.00%2025-09-302025-11-14

AFG AMERICAN FINL GROUP INC OHIO4.1K shares11.24%2025-09-302025-11-14

VOT VANGUARD INDEX FDS2.0K shares0.15%2025-09-302025-11-14

MOH MOLINA HEALTHCARE INC3.0K sharesnew addition2025-09-302025-11-14

CCL CARNIVAL CORP19.9K shares10.81%2025-09-302025-11-14

Sponsored

HYDB ISHARES TR12.0K sharesnew addition2025-09-302025-11-14

F FORD MTR CO47.7K shares23.87%2025-09-302025-11-14

CFG CITIZENS FINL GROUP INC10.7K shares55.28%2025-09-302025-11-14

VEU VANGUARD INTL EQUITY INDEX F8.0K shares-3.48%2025-09-302025-11-14

APO APOLLO GLOBAL MGMT INC4.2K shares35.83%2025-09-302025-11-14

TEL TE CONNECTIVITY PLC2.6K shares57.52%2025-09-302025-11-14

STT STATE STR CORP4.8K shares40.29%2025-09-302025-11-14

VHT VANGUARD WORLD FD2.1K shares3.82%2025-09-302025-11-14

Sponsored

STE STERIS PLC2.2K shares74.19%2025-09-302025-11-14

KR KROGER CO8.2K shares19.31%2025-09-302025-11-14

KMI KINDER MORGAN INC DEL19.6K shares60.64%2025-09-302025-11-14

NVT NVENT ELECTRIC PLC5.6K shares1.89%2025-09-302025-11-14

Call Option Holdings

MSFT Call CallMICROSOFT CORP2.0K shares0.00%2025-09-302025-11-14

SPY Call CallSPDR S&P 500 ETF TR500 sharesnew addition2025-09-302025-11-14

UNH Call CallUNITEDHEALTH GROUP INC600 sharesnew addition2025-09-302025-11-14

BRK.B Call CallBERKSHIRE HATHAWAY INC DEL200 sharesnew addition2025-09-302025-11-14

IWM Call CallISHARES TR400 shares100.00%2025-09-302025-11-14

ORCL Call CallORACLE CORP300 sharesnew addition2025-09-302025-11-14

TSM Call CallTAIWAN SEMICONDUCTOR MFG LTD300 shares0.00%2025-09-302025-11-14

JPM Call CallJPMORGAN CHASE & CO.200 sharesnew addition2025-09-302025-11-14

CRM Call CallSALESFORCE INC200 sharesnew addition2025-09-302025-11-14

RIVN Call CallRIVIAN AUTOMOTIVE INC3.0K shares0.00%2025-09-302025-11-14

ANET Call CallARISTA NETWORKS INC300 sharesnew addition2025-09-302025-11-14

WDC Call CallWESTERN DIGITAL CORP200 sharesnew addition2025-09-302025-11-14

F Call CallFORD MTR CO2.0K shares-33.33%2025-09-302025-11-14

RDDT Call CallREDDIT INC100 sharesnew addition2025-09-302025-11-14

EBAY Call CallEBAY INC.200 sharesnew addition2025-09-302025-11-14

OXY Call CallOCCIDENTAL PETE CORP100 sharesnew addition2025-09-302025-11-14

Put Option Holdings

PGR Put PutPROGRESSIVE CORP20.7K sharesnew addition2025-09-302025-11-14

AAPL Put PutAPPLE INC7.8K shares11.43%2025-09-302025-11-14

SPY Put PutSPDR S&P 500 ETF TR900 shares-52.63%2025-09-302025-11-14

TSLA Put PutTESLA INC900 sharesnew addition2025-09-302025-11-14

WDC Put PutWESTERN DIGITAL CORP200 sharesnew addition2025-09-302025-11-14

TQQQ Put PutPROSHARES TR100 sharesnew addition2025-09-302025-11-14