The Analysis of NWAM LLC's Holdings


Currently, NWAM LLC holds 561 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in MSFT (+57.0K shares, valued at $29.6M), VUG (+44.6K shares, valued at $21.4M), VTV (+113.6K shares, valued at $21.2M); decreased their positions in SDY (-31.4K shares, valued at $4.4M), NOW (-3.9K shares, valued at $3.7M), URI (-3.3K shares, valued at $3.3M); initiated new positions in HII (+18.3K shares, valued at $5.2M), BLSH (+71.4K shares, valued at $3.8M), USFR (+57.5K shares, valued at $2.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP245.6K shares30.24%2025-09-302025-10-28history
AAPL APPLE INC267.8K shares-1.23%2025-09-302025-10-28history
NVDA NVIDIA CORPORATION243.0K shares-2.76%2025-09-302025-10-28history
VUG VANGUARD INDEX FDS87.6K shares103.74%2025-09-302025-10-28history
VTV VANGUARD INDEX FDS180.8K shares169.17%2025-09-302025-10-28history
AMZN AMAZON COM INC152.8K shares-3.45%2025-09-302025-10-28history
AVGO BROADCOM INC91.8K shares-4.74%2025-09-302025-10-28history
IWF ISHARES TR62.4K shares102.20%2025-09-302025-10-28history
Sponsored
QQQ INVESCO QQQ TR42.0K shares2.15%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL46.0K shares-12.62%2025-09-302025-10-28history
ITOT ISHARES TR155.9K shares1.71%2025-09-302025-10-28history
COST COSTCO WHSL CORP NEW21.9K shares-1.57%2025-09-302025-10-28history
IVV ISHARES TR28.2K shares0.66%2025-09-302025-10-28history
GLD SPDR GOLD TR42.7K shares5.95%2025-09-302025-10-28history
AGG ISHARES TR130.5K shares16.59%2025-09-302025-10-28history
BSV VANGUARD BD INDEX FDS154.9K shares0.98%2025-09-302025-10-28history
Sponsored
GDX VANECK ETF TRUST153.2K shares-9.71%2025-09-302025-10-28history
BA BOEING CO48.3K shares-8.06%2025-09-302025-10-28history
GDXJ VANECK ETF TRUST107.9K shares-13.63%2025-09-302025-10-28history
DFAC DIMENSIONAL ETF TRUST253.5K shares4.06%2025-09-302025-10-28history
IWD ISHARES TR47.3K shares610.30%2025-09-302025-10-28history
AVUV AMERICAN CENTY ETF TR96.7K shares-0.53%2025-09-302025-10-28history
DFSU DIMENSIONAL ETF TRUST215.0K shares5.47%2025-09-302025-10-28history
BOXX EA SERIES TRUST72.2K shares2.13%2025-09-302025-10-28history
Sponsored
AVXL ANAVEX LIFE SCIENCES CORP874.3K shares-14.66%2025-09-302025-10-28history
TSLA TESLA INC18.4K shares8.15%2025-09-302025-10-28history
BIV VANGUARD BD INDEX FDS103.2K shares4.62%2025-09-302025-10-28history
INSM INSMED INC49.4K shares-0.85%2025-09-302025-10-28history
IJH ISHARES TR116.4K shares132.42%2025-09-302025-10-28history
BND VANGUARD BD INDEX FDS100.9K shares3.40%2025-09-302025-10-28history
VTI VANGUARD INDEX FDS22.3K shares-4.44%2025-09-302025-10-28history
MTBA SIMPLIFY EXCHANGE TRADED FUN139.8K shares-8.01%2025-09-302025-10-28history
Sponsored
VV VANGUARD INDEX FDS23.0K shares-8.35%2025-09-302025-10-28history
IEFA ISHARES TR79.2K shares-4.08%2025-09-302025-10-28history
CCJ CAMECO CORP82.2K shares1.32%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS11.1K shares-9.42%2025-09-302025-10-28history
CRSP CRISPR THERAPEUTICS AG101.8K shares455.66%2025-09-302025-10-28history
VRT VERTIV HOLDINGS CO38.9K shares0.27%2025-09-302025-10-28history
BNDX VANGUARD CHARLOTTE FDS134.2K shares2.53%2025-09-302025-10-28history
NFLX NETFLIX INC5.7K shares-5.50%2025-09-302025-10-28history
Sponsored
SHOP SHOPIFY INC39.3K shares-3.93%2025-09-302025-10-28history
SLYV SPDR SERIES TRUST70.6K shares-1.20%2025-09-302025-10-28history
VEA VANGUARD TAX-MANAGED FDS103.1K shares3.05%2025-09-302025-10-28history
IXUS ISHARES TR73.5K shares1.63%2025-09-302025-10-28history
JPST J P MORGAN EXCHANGE TRADED F120.2K shares0.16%2025-09-302025-10-28history
GLW CORNING INC72.3K shares-1.23%2025-09-302025-10-28history
AVIV AMERICAN CENTY ETF TR90.1K shares-4.09%2025-09-302025-10-28history
GEV GE VERNOVA INC10.5K shares-3.30%2025-09-302025-10-28history
Sponsored
VO VANGUARD INDEX FDS20.5K shares-4.26%2025-09-302025-10-28history
JPM JPMORGAN CHASE & CO.20.4K shares-0.57%2025-09-302025-10-28history
IJR ISHARES TR50.3K shares81.94%2025-09-302025-10-28history
VBR VANGUARD INDEX FDS28.7K shares116.97%2025-09-302025-10-28history
IEMG ISHARES INC87.0K shares2.08%2025-09-302025-10-28history
USB US BANCORP DEL120.9K shares-0.07%2025-09-302025-10-28history
XLF SELECT SECTOR SPDR TR104.5K shares-0.89%2025-09-302025-10-28history
JNJ JOHNSON & JOHNSON28.7K shares106.03%2025-09-302025-10-28history
Sponsored
BLOK AMPLIFY ETF TR80.9K shares-3.49%2025-09-302025-10-28history
RWL INVESCO EXCH TRADED FD TR II48.6K shares1.87%2025-09-302025-10-28history
AEM AGNICO EAGLE MINES LTD31.8K shares-1.49%2025-09-302025-10-28history
HII HUNTINGTON INGALLS INDS INC18.3K sharesnew addition2025-09-302025-10-28history
SBUX STARBUCKS CORP59.9K shares45.84%2025-09-302025-10-28history
GS GOLDMAN SACHS GROUP INC6.8K shares-5.19%2025-09-302025-10-28history
SCHD SCHWAB STRATEGIC TR183.4K shares-2.69%2025-09-302025-10-28history
RWK INVESCO EXCH TRADED FD TR II39.6K shares91.06%2025-09-302025-10-28history
Sponsored
XMMO INVESCO EXCHANGE TRADED FD T36.2K shares1.05%2025-09-302025-10-28history
ABBV ABBVIE INC20.9K shares0.04%2025-09-302025-10-28history
COIN COINBASE GLOBAL INC14.9K shares21.48%2025-09-302025-10-28history
AMGN AMGEN INC15.9K shares10.97%2025-09-302025-10-28history
PLTR PALANTIR TECHNOLOGIES INC26.8K shares-6.56%2025-09-302025-10-28history
PG PROCTER AND GAMBLE CO30.8K shares21.92%2025-09-302025-10-28history
ISRG INTUITIVE SURGICAL INC8.6K shares-0.29%2025-09-302025-10-28history
PCAR PACCAR INC45.2K shares2.88%2025-09-302025-10-28history
Sponsored
DIA SPDR DOW JONES INDL AVERAGE9.7K shares1.51%2025-09-302025-10-28history
BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-09-302025-10-28history
IMCG ISHARES TR51.9K shares0.03%2025-09-302025-10-28history
FBTC FIDELITY WISE ORIGIN BITCOIN42.4K shares-0.95%2025-09-302025-10-28history
COMT ISHARES U S ETF TR156.9K shares-0.74%2025-09-302025-10-28history
VB VANGUARD INDEX FDS16.4K shares-0.53%2025-09-302025-10-28history
SMH VANECK ETF TRUST12.6K shares1.45%2025-09-302025-10-28history
VOT VANGUARD INDEX FDS13.4K shares-0.68%2025-09-302025-10-28history
Sponsored
AIRR FIRST TR EXCHANGE TRADED FD41.2K shares-31.32%2025-09-302025-10-28history
SPYM SPDR SERIES TRUST49.8K shares-1.58%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR5.7K shares-3.78%2025-09-302025-10-28history
FVD FIRST TR EXCHANGE-TRADED FD81.9K shares2.14%2025-09-302025-10-28history
BLSH BULLISH71.4K sharesnew addition2025-09-302025-10-28history
DYNF BLACKROCK ETF TRUST62.7K shares25.82%2025-09-302025-10-28history
AMD ADVANCED MICRO DEVICES INC16.4K shares-3.37%2025-09-302025-10-28history
XLI SELECT SECTOR SPDR TR24.0K shares0.63%2025-09-302025-10-28history
Sponsored
LDOS LEIDOS HOLDINGS INC19.0K shares793.90%2025-09-302025-10-28history
VWO VANGUARD INTL EQUITY INDEX F64.5K shares3.05%2025-09-302025-10-28history
BAC BANK AMERICA CORP68.7K shares-4.40%2025-09-302025-10-28history
HON HONEYWELL INTL INC17.0K shares-26.94%2025-09-302025-10-28history
SPTS SPDR SERIES TRUST116.1K shares2.53%2025-09-302025-10-28history
VEEV VEEVA SYS INC11.7K shares4.56%2025-09-302025-10-28history
TIP ISHARES TR30.2K shares2.91%2025-09-302025-10-28history
IVE ISHARES TR16.2K shares-4.47%2025-09-302025-10-28history
Sponsored
MELI MERCADOLIBRE INC1.6K shares0.00%2025-09-302025-10-28history
VTEB VANGUARD MUN BD FDS65.8K shares1.91%2025-09-302025-10-28history
ABT ABBOTT LABS24.6K shares6.02%2025-09-302025-10-28history
FBND FIDELITY MERRIMACK STR TR67.6K shares36.96%2025-09-302025-10-28history
SHY ISHARES TR38.1K shares34.54%2025-09-302025-10-28history
VNQ VANGUARD INDEX FDS34.2K shares6.56%2025-09-302025-10-28history
CVX CHEVRON CORP NEW19.6K shares-2.93%2025-09-302025-10-28history
ETHE GRAYSCALE ETHEREUM TRUST ETF96.6K shares128.61%2025-09-302025-10-28history
Sponsored
T AT&T INC117.1K shares2.92%2025-09-302025-10-28history
OPEN OPENDOOR TECHNOLOGIES INC440.5K shares-22.99%2025-09-302025-10-28history
VGSH VANGUARD SCOTTSDALE FDS50.8K shares-0.02%2025-09-302025-10-28history
ARKF ARK ETF TR52.5K shares-2.74%2025-09-302025-10-28history
SPGP INVESCO EXCHANGE TRADED FD T25.8K shares-0.08%2025-09-302025-10-28history
MGK VANGUARD WORLD FD7.2K shares2.85%2025-09-302025-10-28history
USFR WISDOMTREE TR57.5K sharesnew addition2025-09-302025-10-28history
V VISA INC8.3K shares-3.42%2025-09-302025-10-28history
Sponsored
FETH FIDELITY ETHEREUM FD74.7K sharesnew addition2025-09-302025-10-28history
ANET ARISTA NETWORKS INC19.0K shares-12.39%2025-09-302025-10-28history
EMB ISHARES TR29.0K shares0.60%2025-09-302025-10-28history
MU MICRON TECHNOLOGY INC13.9K shares-7.71%2025-09-302025-10-28history
OEF ISHARES TR8.2K shares5.17%2025-09-302025-10-28history
SCHG SCHWAB STRATEGIC TR84.6K shares0.12%2025-09-302025-10-28history
EFA ISHARES TR28.7K shares4.53%2025-09-302025-10-28history
XLV SELECT SECTOR SPDR TR18.3K shares31.12%2025-09-302025-10-28history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS11.6K shares-0.48%2025-09-302025-10-28history
ORCL ORACLE CORP8.8K shares1.73%2025-09-302025-10-28history
DGT SPDR SERIES TRUST15.0K shares0.09%2025-09-302025-10-28history
VEU VANGUARD INTL EQUITY INDEX F34.0K shares-1.53%2025-09-302025-10-28history
EFV ISHARES TR36.1K shares-9.81%2025-09-302025-10-28history
HD HOME DEPOT INC6.2K shares18.84%2025-09-302025-10-28history
CAT CATERPILLAR INC4.9K shares79.84%2025-09-302025-10-28history
ASML ASML HOLDING N V2.4K shares9.28%2025-09-302025-10-28history
Sponsored
SCHZ SCHWAB STRATEGIC TR102.8K shares19.38%2025-09-302025-10-28history
GOOG ALPHABET INC9.9K shares-1.35%2025-09-302025-10-28history
BTU PEABODY ENERGY CORP84.9K sharesnew addition2025-09-302025-10-28history
USMV ISHARES TR25.3K shares-17.34%2025-09-302025-10-28history
UNH UNITEDHEALTH GROUP INC6.5K shares28.49%2025-09-302025-10-28history
GE GE AEROSPACE7.8K shares-3.97%2025-09-302025-10-28history
QQQM INVESCO EXCH TRADED FD TR II9.4K shares-0.71%2025-09-302025-10-28history
ETN EATON CORP PLC6.3K shares-58.31%2025-09-302025-10-28history
Sponsored
WMT WALMART INC21.1K shares1.21%2025-09-302025-10-28history
IBM INTERNATIONAL BUSINESS MACHS7.7K shares-3.15%2025-09-302025-10-28history
DHR DANAHER CORPORATION10.1K shares-0.79%2025-09-302025-10-28history
VGT VANGUARD WORLD FD2.9K shares-5.78%2025-09-302025-10-28history
ARKK ARK ETF TR24.7K shares-7.34%2025-09-302025-10-28history
VRTX VERTEX PHARMACEUTICALS INC4.8K shares-0.21%2025-09-302025-10-28history
AVDE AMERICAN CENTY ETF TR25.7K shares-0.80%2025-09-302025-10-28history
ADP AUTOMATIC DATA PROCESSING IN7.0K shares-1.85%2025-09-302025-10-28history
Sponsored
IJS ISHARES TR17.9K shares-1.26%2025-09-302025-10-28history
BIL SPDR SERIES TRUST21.6K shares-0.36%2025-09-302025-10-28history
GBTC GRAYSCALE BITCOIN TRUST ETF22.0K shares-0.34%2025-09-302025-10-28history
SPDW SPDR INDEX SHS FDS45.1K shares-0.64%2025-09-302025-10-28history
AVEM AMERICAN CENTY ETF TR24.8K shares28.43%2025-09-302025-10-28history
FREL FIDELITY COVINGTON TRUST66.7K shares3.56%2025-09-302025-10-28history
XLG INVESCO EXCHANGE TRADED FD T32.1K shares117.43%2025-09-302025-10-28history
VFQY VANGUARD WELLINGTON FD12.3K shares21.84%2025-09-302025-10-28history
Sponsored
DISV DIMENSIONAL ETF TRUST51.6K shares-6.32%2025-09-302025-10-28history
GOOGL ALPHABET INC7.5K shares-0.05%2025-09-302025-10-28history
DFIP DIMENSIONAL ETF TRUST43.2K shares5.65%2025-09-302025-10-28history
NTRA NATERA INC9.7K shares0.01%2025-09-302025-10-28history
GSEW GOLDMAN SACHS ETF TR21.2K shares69.73%2025-09-302025-10-28history
IWP ISHARES TR12.5K shares0.00%2025-09-302025-10-28history
IWN ISHARES TR10.0K shares2.89%2025-09-302025-10-28history
UNP UNION PAC CORP7.7K shares28.60%2025-09-302025-10-28history
Sponsored
DFGP DIMENSIONAL ETF TRUST31.6K shares61.42%2025-09-302025-10-28history
CRWD CROWDSTRIKE HLDGS INC3.5K shares-9.56%2025-09-302025-10-28history
KO COCA COLA CO24.2K shares0.23%2025-09-302025-10-28history
VZ VERIZON COMMUNICATIONS INC43.0K shares2.65%2025-09-302025-10-28history
GILD GILEAD SCIENCES INC14.2K shares6.52%2025-09-302025-10-28history
AMLP ALPS ETF TR36.5K shares-5.36%2025-09-302025-10-28history
GLDM WORLD GOLD TR20.9K shares12.95%2025-09-302025-10-28history
AVUS AMERICAN CENTY ETF TR15.3K shares1.07%2025-09-302025-10-28history
Sponsored
BBUS J P MORGAN EXCHANGE TRADED F13.5K shares-0.33%2025-09-302025-10-28history
VOE VANGUARD INDEX FDS9.4K shares25.16%2025-09-302025-10-28history
MUB ISHARES TR14.9K shares-5.99%2025-09-302025-10-28history
IWM ISHARES TR6.6K shares-2.45%2025-09-302025-10-28history
JMST J P MORGAN EXCHANGE TRADED F31.3K shares-32.04%2025-09-302025-10-28history
SPEM SPDR INDEX SHS FDS33.6K shares99.09%2025-09-302025-10-28history
GRAL GRAIL INC19.7K shares-4.43%2025-09-302025-10-28history
FDN FIRST TR EXCHANGE-TRADED FD5.6K shares1.30%2025-09-302025-10-28history
Sponsored
SOFI SOFI TECHNOLOGIES INC56.4K shares-10.68%2025-09-302025-10-28history
SILJ AMPLIFY ETF TR65.0K shares1.17%2025-09-302025-10-28history
IGV ISHARES TR13.2K shares2.24%2025-09-302025-10-28history
CDNS CADENCE DESIGN SYSTEM INC4.5K shares-22.57%2025-09-302025-10-28history
SYK STRYKER CORPORATION3.8K shares57.96%2025-09-302025-10-28history
IUSB ISHARES TR31.5K shares-13.58%2025-09-302025-10-28history
DUHP DIMENSIONAL ETF TRUST39.2K shares9.07%2025-09-302025-10-28history
VGIT VANGUARD SCOTTSDALE FDS24.2K shares-0.31%2025-09-302025-10-28history
Sponsored
AMAT APPLIED MATLS INC6.9K shares-36.11%2025-09-302025-10-28history
AGGH SIMPLIFY EXCHANGE TRADED FUN69.3K shares-3.54%2025-09-302025-10-28history
DFSI DIMENSIONAL ETF TRUST35.4K shares-4.91%2025-09-302025-10-28history
VSS VANGUARD INTL EQUITY INDEX F9.9K shares2.53%2025-09-302025-10-28history
VWOB VANGUARD WHITEHALL FDS20.9K shares1.81%2025-09-302025-10-28history
XOM EXXON MOBIL CORP12.5K shares3.08%2025-09-302025-10-28history
IEI ISHARES TR11.7K shares0.06%2025-09-302025-10-28history
DVY ISHARES TR9.9K shares0.00%2025-09-302025-10-28history
Sponsored
VOX VANGUARD WORLD FD7.4K shares0.81%2025-09-302025-10-28history
ISTB ISHARES TR27.8K shares2.19%2025-09-302025-10-28history
LLY ELI LILLY & CO1.8K shares4.72%2025-09-302025-10-28history
CSCO CISCO SYS INC19.0K shares-10.46%2025-09-302025-10-28history
HYD VANECK ETF TRUST25.7K shares0.86%2025-09-302025-10-28history
THRO BLACKROCK ETF TRUST34.8K shares11.69%2025-09-302025-10-28history
IAGG ISHARES TR25.3K shares19.17%2025-09-302025-10-28history
WM WASTE MGMT INC DEL6.0K shares-15.21%2025-09-302025-10-28history
Sponsored
HYG ISHARES TR15.9K shares0.00%2025-09-302025-10-28history
FUTY FIDELITY COVINGTON TRUST22.1K shares2.63%2025-09-302025-10-28history
EMR EMERSON ELEC CO9.8K shares85.57%2025-09-302025-10-28history
SUB ISHARES TR11.9K shares0.30%2025-09-302025-10-28history
WGMI VALKYRIE ETF TRUST II28.7K shares9.72%2025-09-302025-10-28history
HFWA HERITAGE FINL CORP WASH53.5K shares0.00%2025-09-302025-10-28history
IAU ISHARES GOLD TR15.8K shares15.15%2025-09-302025-10-28history
DGRO ISHARES TR17.8K shares-27.99%2025-09-302025-10-28history
Sponsored
INTC INTEL CORP33.2K shares69.06%2025-09-302025-10-28history
BLV VANGUARD BD INDEX FDS16.5K shares1.97%2025-09-302025-10-28history
SPIB SPDR SERIES TRUST34.2K shares-0.32%2025-09-302025-10-28history
UBER UBER TECHNOLOGIES INC12.5K shares-5.72%2025-09-302025-10-28history
IUSV ISHARES TR11.5K shares34.29%2025-09-302025-10-28history
DFIC DIMENSIONAL ETF TRUST35.1K shares-2.67%2025-09-302025-10-28history
LRCX LAM RESEARCH CORP8.0K shares-63.56%2025-09-302025-10-28history
XYZ BLOCK INC15.6K sharesnew addition2025-09-302025-10-28history
Sponsored
IWR ISHARES TR11.5K shares-8.80%2025-09-302025-10-28history
IGSB ISHARES TR20.9K sharesnew addition2025-09-302025-10-28history
VYM VANGUARD WHITEHALL FDS7.8K shares-13.58%2025-09-302025-10-28history
XTEN BONDBLOXX ETF TRUST23.0K shares18.38%2025-09-302025-10-28history
PFE PFIZER INC43.6K shares7.50%2025-09-302025-10-28history
O REALTY INCOME CORP17.8K shares6.97%2025-09-302025-10-28history
U UNITY SOFTWARE INC26.8K shares0.22%2025-09-302025-10-28history
LQD ISHARES TR9.6K shares-2.13%2025-09-302025-10-28history
Sponsored
SCJ ISHARES INC11.7K shares-0.93%2025-09-302025-10-28history
TLH ISHARES TR10.0K shares20.93%2025-09-302025-10-28history
SO SOUTHERN CO10.5K shares-4.17%2025-09-302025-10-28history
SCHP SCHWAB STRATEGIC TR37.4K shares2.80%2025-09-302025-10-28history
IBHF ISHARES TR43.0K shares34.51%2025-09-302025-10-28history
MBB ISHARES TR10.4K shares13.60%2025-09-302025-10-28history
CGGR CAPITAL GROUP GROWTH ETF22.6K shares7.60%2025-09-302025-10-28history
PFFD GLOBAL X FDS51.3K shares3.55%2025-09-302025-10-28history
Sponsored
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SGOV ISHARES TR9.9K shares2.77%2025-09-302025-10-28history
STIP ISHARES TR9.6K shares-5.94%2025-09-302025-10-28history
IBUY AMPLIFY ETF TR13.3K shares1.93%2025-09-302025-10-28history
SCHA SCHWAB STRATEGIC TR35.2K shares-7.01%2025-09-302025-10-28history
JMEE J P MORGAN EXCHANGE TRADED F15.4K shares44.50%2025-09-302025-10-28history
MFC MANULIFE FINL CORP30.6K shares0.03%2025-09-302025-10-28history
JCI JOHNSON CTLS INTL PLC8.9K shares-2.41%2025-09-302025-10-28history
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STX SEAGATE TECHNOLOGY HLDNGS PL4.4K shares2.20%2025-09-302025-10-28history
MO ALTRIA GROUP INC14.7K shares2.75%2025-09-302025-10-28history
BUFR FIRST TR EXCHNG TRADED FD VI28.2K shares7.39%2025-09-302025-10-28history
CMI CUMMINS INC2.3K shares3.49%2025-09-302025-10-28history
BAI BLACKROCK ETF TRUST27.6K shares142.02%2025-09-302025-10-28history
EFX EQUIFAX INC4.1K shares0.15%2025-09-302025-10-28history
MRK MERCK & CO INC10.7K shares-11.93%2025-09-302025-10-28history
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CTA SIMPLIFY EXCHANGE TRADED FUN32.3K shares0.06%2025-09-302025-10-28history
SCHF SCHWAB STRATEGIC TR39.0K shares-7.09%2025-09-302025-10-28history
DBMF LITMAN GREGORY FDS TR32.0K shares0.04%2025-09-302025-10-28history
BINC BLACKROCK ETF TRUST II17.0K shares52.36%2025-09-302025-10-28history
XLP SELECT SECTOR SPDR TR11.3K shares-49.47%2025-09-302025-10-28history
REGN REGENERON PHARMACEUTICALS1.5K shares0.13%2025-09-302025-10-28history
C CITIGROUP INC9.3K shares32.08%2025-09-302025-10-28history
SCHM SCHWAB STRATEGIC TR30.4K shares3.63%2025-09-302025-10-28history
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FDL FIRST TR EXCHANGE-TRADED FD20.5K shares0.06%2025-09-302025-10-28history
VCIT VANGUARD SCOTTSDALE FDS10.4K shares-4.67%2025-09-302025-10-28history
DIHP DIMENSIONAL ETF TRUST28.9K shares-9.13%2025-09-302025-10-28history
SCHC SCHWAB STRATEGIC TR19.2K shares-0.21%2025-09-302025-10-28history
RITM RITHM CAPITAL CORP77.1K shares2.47%2025-09-302025-10-28history
IUSG ISHARES TR5.2K shares58.57%2025-09-302025-10-28history
IHDG WISDOMTREE TR18.2K shares-1.27%2025-09-302025-10-28history
RSP INVESCO EXCHANGE TRADED FD T4.4K shares-0.34%2025-09-302025-10-28history
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WTAI WISDOMTREE TR28.2K shares-28.48%2025-09-302025-10-28history
PGR PROGRESSIVE CORP3.4K sharesnew addition2025-09-302025-10-28history
D DOMINION ENERGY INC13.5K sharesnew addition2025-09-302025-10-28history
PM PHILIP MORRIS INTL INC5.2K shares24.75%2025-09-302025-10-28history
DFSD DIMENSIONAL ETF TRUST16.5K shares0.60%2025-09-302025-10-28history
MA MASTERCARD INCORPORATED1.4K shares6.35%2025-09-302025-10-28history
DFSE DIMENSIONAL ETF TRUST19.1K shares-2.48%2025-09-302025-10-28history
FLDB FIDELITY MERRIMACK STR TR15.2K shares31.20%2025-09-302025-10-28history
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SPHQ INVESCO EXCHANGE TRADED FD T10.4K shares-10.85%2025-09-302025-10-28history
FMDE FIDELITY COVINGTON TRUST21.5K shares-1.66%2025-09-302025-10-28history
KMB KIMBERLY-CLARK CORP6.3K shares3.29%2025-09-302025-10-28history
VAW VANGUARD WORLD FD3.7K sharesnew addition2025-09-302025-10-28history
DFIV DIMENSIONAL ETF TRUST16.4K shares-2.12%2025-09-302025-10-28history
PANW PALO ALTO NETWORKS INC3.5K shares0.20%2025-09-302025-10-28history
ICLR ICON PLC3.8K shares0.00%2025-09-302025-10-28history
MDYG SPDR SERIES TRUST8.0K shares1.34%2025-09-302025-10-28history
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TAN INVESCO EXCH TRADED FD TR II16.7K shares26.35%2025-09-302025-10-28history
MSTR STRATEGY INC2.3K shares250.08%2025-09-302025-10-28history
FENI FIDELITY COVINGTON TRUST20.6K shares5.94%2025-09-302025-10-28history
ZS ZSCALER INC2.4K shares-14.32%2025-09-302025-10-28history
WCBR WISDOMTREE TR22.8K shares-55.77%2025-09-302025-10-28history
RING ISHARES INC11.6K shares0.62%2025-09-302025-10-28history
EPD ENTERPRISE PRODS PARTNERS L23.3K shares5.39%2025-09-302025-10-28history
AZN ASTRAZENECA PLC8.7K shares23.18%2025-09-302025-10-28history
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HOOD ROBINHOOD MKTS INC5.6K shares13.07%2025-09-302025-10-28history
BLK BLACKROCK INC633 shares-35.28%2025-09-302025-10-28history
SDY SPDR SERIES TRUST4.9K shares-86.49%2025-09-302025-10-28history
AVDV AMERICAN CENTY ETF TR7.6K shares-8.17%2025-09-302025-10-28history
AXP AMERICAN EXPRESS CO1.9K shares46.47%2025-09-302025-10-28history
DUK DUKE ENERGY CORP NEW5.3K shares-3.71%2025-09-302025-10-28history
NOW SERVICENOW INC718 shares-84.50%2025-09-302025-10-28history
ARKW ARK ETF TR3.9K shares0.00%2025-09-302025-10-28history
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CMCSA COMCAST CORP NEW22.1K shares-6.37%2025-09-302025-10-28history
LOW LOWES COS INC2.6K shares0.00%2025-09-302025-10-28history
KR KROGER CO9.5K shares55.92%2025-09-302025-10-28history
LMT LOCKHEED MARTIN CORP1.3K shares10.32%2025-09-302025-10-28history
OXY OCCIDENTAL PETE CORP14.2K shares88.46%2025-09-302025-10-28history
VTR VENTAS INC8.9K sharesnew addition2025-09-302025-10-28history
PEP PEPSICO INC4.4K shares2.31%2025-09-302025-10-28history
IYW ISHARES TR3.1K shares-47.90%2025-09-302025-10-28history
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IEV ISHARES TR9.4K shares-7.18%2025-09-302025-10-28history
FAD FIRST TR EXCHANGE-TRADED ALP3.9K shares0.00%2025-09-302025-10-28history
COP CONOCOPHILLIPS7.0K shares10.95%2025-09-302025-10-28history
VGLT VANGUARD SCOTTSDALE FDS10.5K shares5.89%2025-09-302025-10-28history
TJX TJX COS INC NEW4.2K shares5.58%2025-09-302025-10-28history
QCOM QUALCOMM INC3.6K shares0.00%2025-09-302025-10-28history
GLTR ABRDN PRECIOUS METALS BASKET3.4K shares-1.26%2025-09-302025-10-28history
ZTS ZOETIS INC4.1K shares-11.38%2025-09-302025-10-28history
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HASI HA SUSTAINABLE INFRA CAP INC19.5K shares15.85%2025-09-302025-10-28history
VGK VANGUARD INTL EQUITY INDEX F7.4K shares-26.12%2025-09-302025-10-28history
MUNI PIMCO ETF TR11.4K shares5.49%2025-09-302025-10-28history
SHLD GLOBAL X FDS8.9K sharesnew addition2025-09-302025-10-28history
IVLU ISHARES TR16.4K shares-3.65%2025-09-302025-10-28history
SHEL SHELL PLC7.8K shares-4.91%2025-09-302025-10-28history
SHYG ISHARES TR13.4K shares0.01%2025-09-302025-10-28history
SGOL ETFS GOLD TR14.6K shares-3.90%2025-09-302025-10-28history
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DGS WISDOMTREE TR10.0K shares4.10%2025-09-302025-10-28history
SPHY SPDR SERIES TRUST23.8K shares88.61%2025-09-302025-10-28history
RTX RTX CORPORATION3.4K shares0.00%2025-09-302025-10-28history
IBHE ISHARES TR24.3K shares-5.67%2025-09-302025-10-28history
WFC WELLS FARGO CO NEW6.7K shares-11.18%2025-09-302025-10-28history
GSK GSK PLC12.7K shares-4.95%2025-09-302025-10-28history
EWJ ISHARES INC6.8K shares3.37%2025-09-302025-10-28history
NEM NEWMONT CORP6.4K shares-1.51%2025-09-302025-10-28history
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VCSH VANGUARD SCOTTSDALE FDS6.9K shares-5.65%2025-09-302025-10-28history
PTY PIMCO CORPORATE & INCOME OPP39.8K shares-4.77%2025-09-302025-10-28history
TTEK TETRA TECH INC NEW16.5K shares-0.10%2025-09-302025-10-28history
ET ENERGY TRANSFER L P32.0K shares-1.70%2025-09-302025-10-28history
EWZ ISHARES INC18.0K shares-26.78%2025-09-302025-10-28history
SCHB SCHWAB STRATEGIC TR21.0K sharesnew addition2025-09-302025-10-28history
MS MORGAN STANLEY3.4K shares5.85%2025-09-302025-10-28history
BMY BRISTOL-MYERS SQUIBB CO12.0K shares15.42%2025-09-302025-10-28history
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GSLC GOLDMAN SACHS ETF TR4.1K shares-0.56%2025-09-302025-10-28history
NOC NORTHROP GRUMMAN CORP888 shares-23.45%2025-09-302025-10-28history
ES EVERSOURCE ENERGY7.2K shares52.26%2025-09-302025-10-28history
SCHX SCHWAB STRATEGIC TR19.7K shares-4.07%2025-09-302025-10-28history
JGRO J P MORGAN EXCHANGE TRADED F5.5K shares6.80%2025-09-302025-10-28history
CGUS CAPITAL GROUP CORE EQUITY ET13.0K shares0.39%2025-09-302025-10-28history
PAAA PGIM ETF TR10.0K shares-10.73%2025-09-302025-10-28history
RDVY FIRST TR EXCHANGE TRADED FD7.7K shares63.48%2025-09-302025-10-28history
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CLOA BLACKROCK ETF TRUST II9.9K shares-10.80%2025-09-302025-10-28history
RNA AVIDITY BIOSCIENCES INC10.8K shares-20.39%2025-09-302025-10-28history
HAIL SPDR SERIES TRUST14.1K shares1.69%2025-09-302025-10-28history
FLOT ISHARES TR9.8K shares-4.38%2025-09-302025-10-28history
ILMN ILLUMINA INC5.1K shares-2.39%2025-09-302025-10-28history
NU NU HLDGS LTD33.0K shares-4.73%2025-09-302025-10-28history
VBK VANGUARD INDEX FDS1.7K shares34.05%2025-09-302025-10-28history
CGMU CAPITAL GRP FIXED INCM ETF T18.1K shares0.00%2025-09-302025-10-28history
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VYMI VANGUARD WHITEHALL FDS5.8K shares-6.97%2025-09-302025-10-28history
NAC NUVEEN CA QUALTY MUN INCOME43.1K shares0.00%2025-09-302025-10-28history
IHI ISHARES TR8.0K shares-28.55%2025-09-302025-10-28history
FCOR FIDELITY MERRIMACK STR TR10.0K shares41.30%2025-09-302025-10-28history
GOVT ISHARES TR20.7K shares113.74%2025-09-302025-10-28history
QUS SPDR SERIES TRUST2.8K shares-6.85%2025-09-302025-10-28history
GLOF ISHARES TR9.3K shares-1.28%2025-09-302025-10-28history
IXJ ISHARES TR5.1K shares-1.11%2025-09-302025-10-28history
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BMO BANK MONTREAL QUE3.8K shares0.13%2025-09-302025-10-28history
ACWX ISHARES TR7.3K shares0.00%2025-09-302025-10-28history
BDYN BLACKROCK ETF TRUST18.3K sharesnew addition2025-09-302025-10-28history
DD DUPONT DE NEMOURS INC5.8K shares8.23%2025-09-302025-10-28history
ALB ALBEMARLE CORP5.1K sharesnew addition2025-09-302025-10-28history
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XMHQ INVESCO EXCHANGE TRADED FD T4.4K shares-2.79%2025-09-302025-10-28history
BN BROOKFIELD CORP6.5K shares0.00%2025-09-302025-10-28history
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JPUS J P MORGAN EXCHANGE TRADED F3.6K shares-0.52%2025-09-302025-10-28history
EFG ISHARES TR3.8K shares-59.09%2025-09-302025-10-28history
EWA ISHARES INC16.2K shares-1.07%2025-09-302025-10-28history
GRNY TIDAL TRUST I17.5K shares3.44%2025-09-302025-10-28history
AVSF AMERICAN CENTY ETF TR9.1K shares0.96%2025-09-302025-10-28history
VGSR MANAGER DIRECTED PORTFOLIOS40.5K shares2.02%2025-09-302025-10-28history
DFSV DIMENSIONAL ETF TRUST13.5K shares0.00%2025-09-302025-10-28history
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ICE INTERCONTINENTAL EXCHANGE IN2.7K shares-6.65%2025-09-302025-10-28history
QLD PROSHARES TR3.1K shares-29.07%2025-09-302025-10-28history
ALNY ALNYLAM PHARMACEUTICALS INC912 shares0.00%2025-09-302025-10-28history
PAYX PAYCHEX INC3.3K shares-0.27%2025-09-302025-10-28history
VPL VANGUARD INTL EQUITY INDEX F4.7K shares-4.10%2025-09-302025-10-28history
EMXC ISHARES INC5.9K shares-31.68%2025-09-302025-10-28history
DFGR DIMENSIONAL ETF TRUST15.1K shares1.62%2025-09-302025-10-28history
SPGI S&P GLOBAL INC866 shares-14.43%2025-09-302025-10-28history
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CEG CONSTELLATION ENERGY CORP1.2K shares3.70%2025-09-302025-10-28history
BUCK SIMPLIFY EXCHANGE TRADED FUN17.1K shares-4.70%2025-09-302025-10-28history
PSX PHILLIPS 663.1K shares2.76%2025-09-302025-10-28history
VHT VANGUARD WORLD FD1.5K shares0.00%2025-09-302025-10-28history
CIEN CIENA CORP2.5K shares4.72%2025-09-302025-10-28history
FI FISERV INC3.2K shares-0.92%2025-09-302025-10-28history
NEE NEXTERA ENERGY INC4.8K shares-7.18%2025-09-302025-10-28history
AON AON PLC1.1K shares0.54%2025-09-302025-10-28history
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KMI KINDER MORGAN INC DEL14.4K shares3.32%2025-09-302025-10-28history
IJJ ISHARES TR3.0K shares0.00%2025-09-302025-10-28history
CSX CSX CORP10.9K shares0.00%2025-09-302025-10-28history
GGN GAMCO GLOBAL GOLD NAT RES &75.2K shares7.00%2025-09-302025-10-28history
COWG PACER FDS TR10.8K shares83.12%2025-09-302025-10-28history
LHX L3HARRIS TECHNOLOGIES INC1.3K shares2.15%2025-09-302025-10-28history
TXN TEXAS INSTRS INC2.1K shares33.67%2025-09-302025-10-28history
IWS ISHARES TR2.7K shares-1.90%2025-09-302025-10-28history
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BKNG BOOKING HOLDINGS INC71 shares-7.79%2025-09-302025-10-28history
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TMUS T-MOBILE US INC1.5K shares0.00%2025-09-302025-10-28history
HALO HALOZYME THERAPEUTICS INC5.5K shares1.92%2025-09-302025-10-28history
MSI MOTOROLA SOLUTIONS INC807 shares-8.81%2025-09-302025-10-28history
FSEC FIDELITY MERRIMACK STR TR8.0K shares-14.09%2025-09-302025-10-28history
AWF ALLIANCEBERNSTEIN GLOBAL HIG32.1K shares-15.11%2025-09-302025-10-28history
DPG DUFF & PHELPS UTLITY AND INF27.0K shares26.92%2025-09-302025-10-28history
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XLRE SELECT SECTOR SPDR TR8.3K shares18.81%2025-09-302025-10-28history
ROK ROCKWELL AUTOMATION INC994 shares-1.49%2025-09-302025-10-28history
TFC TRUIST FINL CORP8.0K shares-2.66%2025-09-302025-10-28history
BBIN J P MORGAN EXCHANGE TRADED F4.9K shares-3.84%2025-09-302025-10-28history
IWV ISHARES TR908 sharesnew addition2025-09-302025-10-28history
AA ALCOA CORP9.6K shares26.61%2025-09-302025-10-28history
HEFA ISHARES TR8.4K shares-5.26%2025-09-302025-10-28history
PCN PIMCO CORPORATE & INCM STRG25.5K shares-15.22%2025-09-302025-10-28history
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VCR VANGUARD WORLD FD865 shares-3.35%2025-09-302025-10-28history
VXUS VANGUARD STAR FDS4.6K shares-36.79%2025-09-302025-10-28history
APH AMPHENOL CORP NEW2.6K shares-20.59%2025-09-302025-10-28history
CCL CARNIVAL CORP11.6K sharesnew addition2025-09-302025-10-28history
TRGP TARGA RES CORP2.2K shares0.05%2025-09-302025-10-28history
EIX EDISON INTL5.7K sharesnew addition2025-09-302025-10-28history
CDE COEUR MNG INC17.3K shares-10.25%2025-09-302025-10-28history
MPC MARATHON PETE CORP1.7K shares0.35%2025-09-302025-10-28history
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XLSR SSGA ACTIVE TR5.4K shares0.00%2025-09-302025-10-28history
SCZ ISHARES TR4.2K shares1.19%2025-09-302025-10-28history
META META PLATFORMS INC441 shares-10.00%2025-09-302025-10-28history
ADI ANALOG DEVICES INC1.3K shares-2.31%2025-09-302025-10-28history
IBIT ISHARES BITCOIN TRUST ETF5.2K shares29.65%2025-09-302025-10-28history
FAX ABRDN ASIA PACIFIC INCOME FU19.5K shares-1.28%2025-09-302025-10-28history
IWO ISHARES TR988 shares44.66%2025-09-302025-10-28history
ADSK AUTODESK INC1.0K shares4.46%2025-09-302025-10-28history
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JAVA J P MORGAN EXCHANGE TRADED F4.6K shares0.68%2025-09-302025-10-28history
PHO INVESCO EXCHANGE TRADED FD T4.3K shares0.07%2025-09-302025-10-28history
TEAM ATLASSIAN CORPORATION1.9K sharesnew addition2025-09-302025-10-28history
EEM ISHARES TR5.8K shares-6.67%2025-09-302025-10-28history
JBND J P MORGAN EXCHANGE TRADED F5.7K shares28.61%2025-09-302025-10-28history
FIGB FIDELITY MERRIMACK STR TR6.9K sharesnew addition2025-09-302025-10-28history
VLTO VERALTO CORP2.9K shares-0.88%2025-09-302025-10-28history
CRWV COREWEAVE INC2.5K sharesnew addition2025-09-302025-10-28history
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ROM PROSHARES TR3.2K shares0.00%2025-09-302025-10-28history
KYN KAYNE ANDERSON ENERGY INFRST25.7K shares0.81%2025-09-302025-10-28history
SNPS SYNOPSYS INC663 shares-11.84%2025-09-302025-10-28history
FDRR FIDELITY COVINGTON TRUST5.1K sharesnew addition2025-09-302025-10-28history
SLI STANDARD LITHIUM LTD70.6K shares0.86%2025-09-302025-10-28history
GVIP GOLDMAN SACHS ETF TR2.0K shares-28.31%2025-09-302025-10-28history
USRT ISHARES TR5.0K shares-18.94%2025-09-302025-10-28history
SHV ISHARES TR2.7K shares0.52%2025-09-302025-10-28history
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PBR PETROLEO BRASILEIRO SA PETRO25.1K shares-5.88%2025-09-302025-10-28history
SPMD SPDR SERIES TRUST5.2K shares-1.05%2025-09-302025-10-28history
SMCI SUPER MICRO COMPUTER INC5.6K shares-9.07%2025-09-302025-10-28history
CTSH COGNIZANT TECHNOLOGY SOLUTIO4.3K shares-1.75%2025-09-302025-10-28history
IWC ISHARES TR1.9K shares0.00%2025-09-302025-10-28history
IWB ISHARES TR790 shares-0.50%2025-09-302025-10-28history
URI UNITED RENTALS INC292 shares-91.97%2025-09-302025-10-28history
DXUV DIMENSIONAL ETF TRUST4.9K sharesnew addition2025-09-302025-10-28history
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FISR SSGA ACTIVE TR10.9K shares0.00%2025-09-302025-10-28history
INTU INTUIT427 sharesnew addition2025-09-302025-10-28history
SUSL ISHARES TR2.4K shares0.00%2025-09-302025-10-28history
TFLO ISHARES TR5.7K shares-14.55%2025-09-302025-10-28history
QUAL ISHARES TR1.5K shares-6.49%2025-09-302025-10-28history
IVOO VANGUARD ADMIRAL FDS INC2.6K shares0.00%2025-09-302025-10-28history
BNS BANK NOVA SCOTIA HALIFAX4.4K shares-7.55%2025-09-302025-10-28history
SPYG SPDR SERIES TRUST2.7K shares-18.26%2025-09-302025-10-28history
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ARM ARM HOLDINGS PLC1.7K shares4.33%2025-09-302025-10-28history
FDX FEDEX CORP1.2K shares-21.19%2025-09-302025-10-28history
UTG REAVES UTIL INCOME FD7.5K shares0.00%2025-09-302025-10-28history
AGNC AGNC INVT CORP27.4K shares4.50%2025-09-302025-10-28history
IQLT ISHARES TR6.2K shares0.00%2025-09-302025-10-28history
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