The Analysis of PDS Planning, Inc's Holdings


Currently, PDS Planning, Inc holds 540 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in AVUV (+22.0K shares, valued at $2.2M), AGG (+21.5K shares, valued at $2.2M), JCPB (+37.7K shares, valued at $1.8M); decreased their positions in JPM (-1.3K shares, valued at $400.9K), MUB (-3.4K shares, valued at $362.3K), XLK (-1.2K shares, valued at $325.5K); initiated new positions in JCPB (+37.7K shares, valued at $1.8M), ACT (+33.5K shares, valued at $1.3M), ULTY (+75.6K shares, valued at $413.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS1.8M shares0.69%2025-09-302025-10-21history
IVV ISHARES TR151.0K shares1.63%2025-09-302025-10-21history
AGG ISHARES TR761.0K shares2.90%2025-09-302025-10-21history
VO VANGUARD INDEX FDS223.9K shares2.19%2025-09-302025-10-21history
VIG VANGUARD SPECIALIZED FUNDS276.0K shares1.56%2025-09-302025-10-21history
AVUV AMERICAN CENTY ETF TR583.4K shares3.92%2025-09-302025-10-21history
VWO VANGUARD INTL EQUITY INDEX F1.0M shares0.26%2025-09-302025-10-21history
BNDX VANGUARD CHARLOTTE FDS928.5K shares3.78%2025-09-302025-10-21history
Sponsored
IGSB ISHARES TR746.9K shares3.75%2025-09-302025-10-21history
REET ISHARES TR1.5M shares3.37%2025-09-302025-10-21history
BSV VANGUARD BD INDEX FDS418.9K shares1.83%2025-09-302025-10-21history
AAPL APPLE INC123.7K shares1.80%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION167.2K shares-0.02%2025-09-302025-10-21history
MSFT MICROSOFT CORP53.0K shares1.02%2025-09-302025-10-21history
ABBV ABBVIE INC108.0K shares0.08%2025-09-302025-10-21history
VBR VANGUARD INDEX FDS99.0K shares-1.23%2025-09-302025-10-21history
Sponsored
IEFA ISHARES TR187.5K shares-1.27%2025-09-302025-10-21history
BND VANGUARD BD INDEX FDS220.1K shares4.30%2025-09-302025-10-21history
ABT ABBOTT LABS120.7K shares-0.11%2025-09-302025-10-21history
JPM JPMORGAN CHASE & CO.50.7K shares-2.45%2025-09-302025-10-21history
IJH ISHARES TR226.9K shares-1.06%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL28.0K shares3.24%2025-09-302025-10-21history
AMZN AMAZON COM INC62.1K shares1.69%2025-09-302025-10-21history
BRK.A BERKSHIRE HATHAWAY INC DEL18 shares0.00%2025-09-302025-10-21history
Sponsored
IEMG ISHARES INC204.0K shares-0.19%2025-09-302025-10-21history
VB VANGUARD INDEX FDS50.9K shares-1.13%2025-09-302025-10-21history
VTEB VANGUARD MUN BD FDS250.5K shares3.56%2025-09-302025-10-21history
MUB ISHARES TR105.0K shares-3.14%2025-09-302025-10-21history
GOOG ALPHABET INC45.1K shares1.18%2025-09-302025-10-21history
IAGG ISHARES TR193.3K shares-1.44%2025-09-302025-10-21history
GOOGL ALPHABET INC39.1K shares2.65%2025-09-302025-10-21history
AVGO BROADCOM INC27.4K shares-1.14%2025-09-302025-10-21history
Sponsored
META META PLATFORMS INC12.0K shares-0.04%2025-09-302025-10-21history
SUB ISHARES TR80.1K shares0.07%2025-09-302025-10-21history
VT VANGUARD INTL EQUITY INDEX F56.6K shares1.61%2025-09-302025-10-21history
VEU VANGUARD INTL EQUITY INDEX F108.3K shares0.40%2025-09-302025-10-21history
VTI VANGUARD INDEX FDS21.3K shares0.22%2025-09-302025-10-21history
TSLA TESLA INC15.6K shares0.01%2025-09-302025-10-21history
OUNZ VANECK MERK GOLD ETF167.8K shares0.00%2025-09-302025-10-21history
VOO VANGUARD INDEX FDS9.8K shares4.81%2025-09-302025-10-21history
Sponsored
PG PROCTER AND GAMBLE CO38.5K shares1.98%2025-09-302025-10-21history
TSM TAIWAN SEMICONDUCTOR MFG LTD20.6K shares0.53%2025-09-302025-10-21history
VNQ VANGUARD INDEX FDS61.6K shares-0.90%2025-09-302025-10-21history
LLY ELI LILLY & CO7.0K shares-5.26%2025-09-302025-10-21history
VIGI VANGUARD WHITEHALL FDS59.4K shares0.19%2025-09-302025-10-21history
JMST J P MORGAN EXCHANGE TRADED F104.1K shares-4.81%2025-09-302025-10-21history
VV VANGUARD INDEX FDS16.5K shares-0.50%2025-09-302025-10-21history
ORCL ORACLE CORP18.0K shares-2.22%2025-09-302025-10-21history
Sponsored
KO COCA COLA CO64.6K shares0.04%2025-09-302025-10-21history
V VISA INC12.0K shares-0.31%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR6.0K shares-1.03%2025-09-302025-10-21history
MA MASTERCARD INCORPORATED6.2K shares-0.37%2025-09-302025-10-21history
JNJ JOHNSON & JOHNSON19.0K shares3.58%2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW3.7K shares0.08%2025-09-302025-10-21history
WMT WALMART INC31.2K shares1.26%2025-09-302025-10-21history
NOW SERVICENOW INC3.5K shares1.49%2025-09-302025-10-21history
Sponsored
NFLX NETFLIX INC2.6K shares-1.61%2025-09-302025-10-21history
CINF CINCINNATI FINL CORP19.9K shares0.17%2025-09-302025-10-21history
HD HOME DEPOT INC7.5K shares-1.22%2025-09-302025-10-21history
DE DEERE & CO6.5K shares0.51%2025-09-302025-10-21history
XOM EXXON MOBIL CORP25.2K shares4.34%2025-09-302025-10-21history
UPS UNITED PARCEL SERVICE INC33.8K shares-2.69%2025-09-302025-10-21history
GE GE AEROSPACE8.4K shares0.25%2025-09-302025-10-21history
JEPQ J P MORGAN EXCHANGE TRADED F42.8K shares6.45%2025-09-302025-10-21history
Sponsored
ETN EATON CORP PLC6.5K shares0.67%2025-09-302025-10-21history
DFAC DIMENSIONAL ETF TRUST57.4K shares0.00%2025-09-302025-10-21history
GLDM WORLD GOLD TR28.3K shares4.94%2025-09-302025-10-21history
VTV VANGUARD INDEX FDS11.6K shares0.39%2025-09-302025-10-21history
ISTB ISHARES TR43.7K shares0.26%2025-09-302025-10-21history
SDY SPDR SERIES TRUST15.2K shares-1.16%2025-09-302025-10-21history
APH AMPHENOL CORP NEW16.5K shares-3.79%2025-09-302025-10-21history
VSS VANGUARD INTL EQUITY INDEX F14.0K shares-0.87%2025-09-302025-10-21history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F32.8K shares8.52%2025-09-302025-10-21history
UNH UNITEDHEALTH GROUP INC5.3K shares0.85%2025-09-302025-10-21history
CVX CHEVRON CORP NEW11.8K shares11.72%2025-09-302025-10-21history
PLTR PALANTIR TECHNOLOGIES INC9.8K shares3.28%2025-09-302025-10-21history
JCPB J P MORGAN EXCHANGE TRADED F37.7K sharesnew addition2025-09-302025-10-21history
LIN LINDE PLC3.8K shares-2.63%2025-09-302025-10-21history
JPIE J P MORGAN EXCHANGE TRADED F37.4K shares50.99%2025-09-302025-10-21history
GLD SPDR GOLD TR4.8K shares-1.24%2025-09-302025-10-21history
Sponsored
HBAN HUNTINGTON BANCSHARES INC99.1K shares0.08%2025-09-302025-10-21history
CSCO CISCO SYS INC24.8K shares0.17%2025-09-302025-10-21history
IBM INTERNATIONAL BUSINESS MACHS5.8K shares-3.49%2025-09-302025-10-21history
NEE NEXTERA ENERGY INC21.1K shares-1.84%2025-09-302025-10-21history
ASML ASML HOLDING N V1.6K shares3.87%2025-09-302025-10-21history
BKNG BOOKING HOLDINGS INC281 shares-0.35%2025-09-302025-10-21history
VCSH VANGUARD SCOTTSDALE FDS18.4K shares9.84%2025-09-302025-10-21history
TMO THERMO FISHER SCIENTIFIC INC3.0K shares3.91%2025-09-302025-10-21history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN4.9K shares4.91%2025-09-302025-10-21history
PEP PEPSICO INC10.3K shares6.60%2025-09-302025-10-21history
BAC BANK AMERICA CORP27.7K shares2.34%2025-09-302025-10-21history
SCHB SCHWAB STRATEGIC TR55.6K shares0.07%2025-09-302025-10-21history
SHOP SHOPIFY INC9.6K shares-0.78%2025-09-302025-10-21history
SPYI NEOS ETF TRUST26.9K shares8.56%2025-09-302025-10-21history
JPST J P MORGAN EXCHANGE TRADED F27.6K shares-13.18%2025-09-302025-10-21history
CAT CATERPILLAR INC2.9K shares1.64%2025-09-302025-10-21history
Sponsored
VGT VANGUARD WORLD FD1.8K shares17.29%2025-09-302025-10-21history
MCD MCDONALDS CORP4.5K shares6.76%2025-09-302025-10-21history
BABA ALIBABA GROUP HLDG LTD7.7K shares20.10%2025-09-302025-10-21history
UNP UNION PAC CORP5.8K shares-2.00%2025-09-302025-10-21history
AMD ADVANCED MICRO DEVICES INC8.3K shares1.07%2025-09-302025-10-21history
MRK MERCK & CO INC15.9K shares2.09%2025-09-302025-10-21history
TXN TEXAS INSTRS INC7.2K shares-0.89%2025-09-302025-10-21history
GS GOLDMAN SACHS GROUP INC1.6K shares-1.81%2025-09-302025-10-21history
Sponsored
ACT ENACT HLDGS INC33.5K sharesnew addition2025-09-302025-10-21history
CRM SALESFORCE INC5.4K shares5.71%2025-09-302025-10-21history
HDB HDFC BANK LTD37.3K shares117.24%2025-09-302025-10-21history
SAP SAP SE4.7K shares-3.47%2025-09-302025-10-21history
ADBE ADOBE INC3.5K shares-9.73%2025-09-302025-10-21history
RTX RTX CORPORATION7.3K shares1.66%2025-09-302025-10-21history
LOW LOWES COS INC4.9K shares2.48%2025-09-302025-10-21history
MEDP MEDPACE HLDGS INC2.4K shares-2.27%2025-09-302025-10-21history
Sponsored
NVS NOVARTIS AG9.5K shares4.30%2025-09-302025-10-21history
XLK SELECT SECTOR SPDR TR4.2K shares-21.42%2025-09-302025-10-21history
INTU INTUIT1.7K shares1.36%2025-09-302025-10-21history
VUG VANGUARD INDEX FDS2.4K shares-0.78%2025-09-302025-10-21history
ANET ARISTA NETWORKS INC7.9K shares4.42%2025-09-302025-10-21history
HSBC HSBC HLDGS PLC16.2K shares-1.89%2025-09-302025-10-21history
COP CONOCOPHILLIPS12.1K shares4.81%2025-09-302025-10-21history
IWN ISHARES TR6.4K shares-0.06%2025-09-302025-10-21history
Sponsored
T AT&T INC40.0K shares1.72%2025-09-302025-10-21history
CAH CARDINAL HEALTH INC7.2K shares0.49%2025-09-302025-10-21history
AXP AMERICAN EXPRESS CO3.4K shares-0.09%2025-09-302025-10-21history
CRWD CROWDSTRIKE HLDGS INC2.3K shares-8.16%2025-09-302025-10-21history
WFC WELLS FARGO CO NEW13.2K shares3.21%2025-09-302025-10-21history
BLK BLACKROCK INC938 shares-0.64%2025-09-302025-10-21history
TJX TJX COS INC NEW7.5K shares-3.89%2025-09-302025-10-21history
QQQ INVESCO QQQ TR1.8K shares-5.27%2025-09-302025-10-21history
Sponsored
DIS DISNEY WALT CO9.4K shares-0.92%2025-09-302025-10-21history
GEV GE VERNOVA INC1.7K shares-4.89%2025-09-302025-10-21history
MS MORGAN STANLEY6.5K shares0.08%2025-09-302025-10-21history
SONY SONY GROUP CORP35.1K shares2.22%2025-09-302025-10-21history
IBN ICICI BANK LIMITED33.1K shares8.03%2025-09-302025-10-21history
LRCX LAM RESEARCH CORP7.4K shares-5.03%2025-09-302025-10-21history
SCHW SCHWAB CHARLES CORP10.2K shares6.68%2025-09-302025-10-21history
AMAT APPLIED MATLS INC4.7K shares2.69%2025-09-302025-10-21history
Sponsored
SPGI S&P GLOBAL INC1.9K shares2.25%2025-09-302025-10-21history
MCK MCKESSON CORP1.2K shares1.09%2025-09-302025-10-21history
VZ VERIZON COMMUNICATIONS INC21.2K shares-5.00%2025-09-302025-10-21history
AEP AMERICAN ELEC PWR CO INC8.2K shares0.22%2025-09-302025-10-21history
ISRG INTUITIVE SURGICAL INC2.1K shares-8.57%2025-09-302025-10-21history
PM PHILIP MORRIS INTL INC5.7K shares-1.75%2025-09-302025-10-21history
IAU ISHARES GOLD TR12.5K shares0.02%2025-09-302025-10-21history
COF CAPITAL ONE FINL CORP4.3K shares0.78%2025-09-302025-10-21history
Sponsored
AZN ASTRAZENECA PLC11.7K shares11.23%2025-09-302025-10-21history
DHR DANAHER CORPORATION4.5K shares6.92%2025-09-302025-10-21history
LMT LOCKHEED MARTIN CORP1.8K shares-5.93%2025-09-302025-10-21history
SYK STRYKER CORPORATION2.4K shares-5.29%2025-09-302025-10-21history
MU MICRON TECHNOLOGY INC5.3K shares2.65%2025-09-302025-10-21history
GAL SSGA ACTIVE ETF TR17.8K shares-0.93%2025-09-302025-10-21history
UBER UBER TECHNOLOGIES INC8.9K shares5.11%2025-09-302025-10-21history
BA BOEING CO4.0K shares8.20%2025-09-302025-10-21history
Sponsored
BSX BOSTON SCIENTIFIC CORP8.7K shares-2.33%2025-09-302025-10-21history
SPOT SPOTIFY TECHNOLOGY S A1.2K shares3.04%2025-09-302025-10-21history
MMC MARSH & MCLENNAN COS INC4.2K shares-11.05%2025-09-302025-10-21history
QCOM QUALCOMM INC5.0K shares-1.23%2025-09-302025-10-21history
ACN ACCENTURE PLC IRELAND3.4K shares-16.67%2025-09-302025-10-21history
ESGD ISHARES TR8.9K shares-0.12%2025-09-302025-10-21history
SMFG SUMITOMO MITSUI FINL GROUP I49.3K shares4.85%2025-09-302025-10-21history
AOR ISHARES TR12.8K shares-9.36%2025-09-302025-10-21history
Sponsored
EMR EMERSON ELEC CO6.3K shares-1.32%2025-09-302025-10-21history
RY ROYAL BK CDA5.6K shares7.33%2025-09-302025-10-21history
PFE PFIZER INC32.3K shares-5.35%2025-09-302025-10-21history
AMT AMERICAN TOWER CORP NEW4.2K shares-5.69%2025-09-302025-10-21history
CME CME GROUP INC3.0K shares-1.42%2025-09-302025-10-21history
AMGN AMGEN INC2.9K shares2.66%2025-09-302025-10-21history
STRV EA SERIES TRUST18.6K shares0.99%2025-09-302025-10-21history
SHW SHERWIN WILLIAMS CO2.3K shares-0.77%2025-09-302025-10-21history
Sponsored
MMM 3M CO5.1K shares2.17%2025-09-302025-10-21history
KLAC KLA CORP734 shares-4.18%2025-09-302025-10-21history
UBS UBS GROUP AG19.3K shares3.48%2025-09-302025-10-21history
MO ALTRIA GROUP INC11.7K shares2.25%2025-09-302025-10-21history
ORLY OREILLY AUTOMOTIVE INC7.2K shares3.03%2025-09-302025-10-21history
WELL WELLTOWER INC4.3K shares1.38%2025-09-302025-10-21history
WOR WORTHINGTON ENTERPRISES INC13.7K shares0.07%2025-09-302025-10-21history
PGR PROGRESSIVE CORP3.1K shares-0.71%2025-09-302025-10-21history
Sponsored
SHEL SHELL PLC10.5K shares4.29%2025-09-302025-10-21history
CB CHUBB LIMITED2.6K shares-1.89%2025-09-302025-10-21history
TM TOYOTA MOTOR CORP3.9K shares13.47%2025-09-302025-10-21history
IONQ IONQ INC11.9K shares0.48%2025-09-302025-10-21history
WF WOORI FINL GROUP INC13.0K shares-3.10%2025-09-302025-10-21history
INFY INFOSYS LTD44.8K shares-5.40%2025-09-302025-10-21history
C CITIGROUP INC7.1K shares0.78%2025-09-302025-10-21history
USMV ISHARES TR7.6K shares0.40%2025-09-302025-10-21history
Sponsored
SHG SHINHAN FINANCIAL GROUP CO L13.9K shares-2.00%2025-09-302025-10-21history
CHT CHUNGHWA TELECOM CO LTD16.0K shares-0.75%2025-09-302025-10-21history
PXF INVESCO EXCH TRADED FD TR II11.3K shares0.00%2025-09-302025-10-21history
KB KB FINL GROUP INC8.4K shares-0.23%2025-09-302025-10-21history
PLD PROLOGIS INC.6.0K shares-8.98%2025-09-302025-10-21history
SAN BANCO SANTANDER S.A.64.8K shares5.99%2025-09-302025-10-21history
ITW ILLINOIS TOOL WKS INC2.6K shares4.43%2025-09-302025-10-21history
CDNS CADENCE DESIGN SYSTEM INC1.9K shares2.53%2025-09-302025-10-21history
Sponsored
UL UNILEVER PLC11.2K shares-5.42%2025-09-302025-10-21history
GLW CORNING INC8.1K shares6.49%2025-09-302025-10-21history
INTC INTEL CORP19.7K shares1.01%2025-09-302025-10-21history
ESGE ISHARES INC15.2K shares-0.41%2025-09-302025-10-21history
GILD GILEAD SCIENCES INC5.9K shares2.14%2025-09-302025-10-21history
PANW PALO ALTO NETWORKS INC3.2K shares-0.46%2025-09-302025-10-21history
NVO NOVO-NORDISK A S11.7K shares-13.34%2025-09-302025-10-21history
SNPS SYNOPSYS INC1.3K shares20.80%2025-09-302025-10-21history
Sponsored
BBVA BANCO BILBAO VIZCAYA ARGENTA33.3K shares4.51%2025-09-302025-10-21history
TMUS T-MOBILE US INC2.7K shares3.79%2025-09-302025-10-21history
RDY DR REDDYS LABS LTD44.8K shares-0.63%2025-09-302025-10-21history
AZO AUTOZONE INC146 shares0.69%2025-09-302025-10-21history
TD TORONTO DOMINION BK ONT7.8K shares2.21%2025-09-302025-10-21history
IDXX IDEXX LABS INC967 shares-1.02%2025-09-302025-10-21history
CEG CONSTELLATION ENERGY CORP1.9K shares-1.47%2025-09-302025-10-21history
ADI ANALOG DEVICES INC2.5K shares1.34%2025-09-302025-10-21history
Sponsored
SBUX STARBUCKS CORP7.2K shares-6.94%2025-09-302025-10-21history
FNDF SCHWAB STRATEGIC TR13.9K shares-1.02%2025-09-302025-10-21history
APP APPLOVIN CORP829 shares-2.70%2025-09-302025-10-21history
ELV ELEVANCE HEALTH INC FORMERLY1.8K shares-24.23%2025-09-302025-10-21history
ICE INTERCONTINENTAL EXCHANGE IN3.5K shares-5.83%2025-09-302025-10-21history
GEF.B GREIF INC9.6K shares1.69%2025-09-302025-10-21history
ESGV VANGUARD WORLD FD5.0K shares0.06%2025-09-302025-10-21history
MPC MARATHON PETE CORP3.0K shares1.20%2025-09-302025-10-21history
Sponsored
SO SOUTHERN CO6.1K shares1.84%2025-09-302025-10-21history
HON HONEYWELL INTL INC2.7K shares-4.07%2025-09-302025-10-21history
STXK EA SERIES TRUST17.2K shares6.49%2025-09-302025-10-21history
WIT WIPRO LTD215.8K shares15.87%2025-09-302025-10-21history
BMO BANK MONTREAL QUE4.4K shares0.39%2025-09-302025-10-21history
BX BLACKSTONE INC3.2K shares12.04%2025-09-302025-10-21history
CSX CSX CORP15.5K shares0.68%2025-09-302025-10-21history
MCO MOODYS CORP1.2K shares4.05%2025-09-302025-10-21history
Sponsored
CI THE CIGNA GROUP1.9K shares-10.20%2025-09-302025-10-21history
TRV TRAVELERS COMPANIES INC2.0K shares-0.46%2025-09-302025-10-21history
MAR MARRIOTT INTL INC NEW2.1K shares-12.67%2025-09-302025-10-21history
ESML ISHARES TR12.0K shares-0.29%2025-09-302025-10-21history
VDE VANGUARD WORLD FD4.3K shares-0.77%2025-09-302025-10-21history
PH PARKER-HANNIFIN CORP705 shares0.86%2025-09-302025-10-21history
AON AON PLC1.5K shares-1.51%2025-09-302025-10-21history
RCL ROYAL CARIBBEAN GROUP1.6K shares1.49%2025-09-302025-10-21history
Sponsored
URI UNITED RENTALS INC555 shares0.91%2025-09-302025-10-21history
PSX PHILLIPS 663.9K shares-1.12%2025-09-302025-10-21history
ADSK AUTODESK INC1.7K shares5.06%2025-09-302025-10-21history
HCA HCA HEALTHCARE INC1.2K shares-2.14%2025-09-302025-10-21history
ASX ASE TECHNOLOGY HLDG CO LTD47.3K shares5.55%2025-09-302025-10-21history
KR KROGER CO7.7K shares-0.06%2025-09-302025-10-21history
UMC UNITED MICROELECTRONICS CORP68.4K shares-3.34%2025-09-302025-10-21history
WM WASTE MGMT INC DEL2.3K shares-8.19%2025-09-302025-10-21history
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DUK DUKE ENERGY CORP NEW4.2K shares4.16%2025-09-302025-10-21history
VHT VANGUARD WORLD FD2.0K shares36.86%2025-09-302025-10-21history
CCJ CAMECO CORP6.1K shares-11.96%2025-09-302025-10-21history
GWW GRAINGER W W INC538 shares3.66%2025-09-302025-10-21history
ROP ROPER TECHNOLOGIES INC1.0K shares-0.39%2025-09-302025-10-21history
NOC NORTHROP GRUMMAN CORP837 shares-3.68%2025-09-302025-10-21history
BHP BHP GROUP LTD9.1K shares4.42%2025-09-302025-10-21history
SCHD SCHWAB STRATEGIC TR18.6K shares0.46%2025-09-302025-10-21history
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EMXC ISHARES INC7.5K shares11.96%2025-09-302025-10-21history
TT TRANE TECHNOLOGIES PLC1.2K shares3.11%2025-09-302025-10-21history
VRT VERTIV HOLDINGS CO3.3K shares-1.01%2025-09-302025-10-21history
WPM WHEATON PRECIOUS METALS CORP4.5K shares0.22%2025-09-302025-10-21history
MFG MIZUHO FINANCIAL GROUP INC74.3K shares0.71%2025-09-302025-10-21history
WMB WILLIAMS COS INC7.8K shares-5.22%2025-09-302025-10-21history
BN BROOKFIELD CORP7.2K shares12.23%2025-09-302025-10-21history
DGRW WISDOMTREE TR5.5K shares-24.93%2025-09-302025-10-21history
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VYM VANGUARD WHITEHALL FDS3.4K shares-17.78%2025-09-302025-10-21history
EQIX EQUINIX INC615 shares-0.65%2025-09-302025-10-21history
ALL ALLSTATE CORP2.2K shares3.52%2025-09-302025-10-21history
ACWV ISHARES INC4.0K shares0.00%2025-09-302025-10-21history
CTAS CINTAS CORP2.3K shares-7.26%2025-09-302025-10-21history
GEF GREIF INC8.0K shares0.00%2025-09-302025-10-21history
AEM AGNICO EAGLE MINES LTD2.8K shares1.72%2025-09-302025-10-21history
DASH DOORDASH INC1.7K shares2.01%2025-09-302025-10-21history
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CRH CRH PLC3.9K shares20.93%2025-09-302025-10-21history
CMCSA COMCAST CORP NEW14.8K shares-24.88%2025-09-302025-10-21history
HLT HILTON WORLDWIDE HLDGS INC1.8K shares4.81%2025-09-302025-10-21history
BK BANK NEW YORK MELLON CORP4.2K shares3.03%2025-09-302025-10-21history
CM CANADIAN IMPERIAL BANK OF CO5.7K shares0.23%2025-09-302025-10-21history
DX DYNEX CAP INC36.6K shares17.69%2025-09-302025-10-21history
AMP AMERIPRISE FINL INC914 shares-0.65%2025-09-302025-10-21history
VRTX VERTEX PHARMACEUTICALS INC1.1K shares-8.05%2025-09-302025-10-21history
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GD GENERAL DYNAMICS CORP1.3K shares0.08%2025-09-302025-10-21history
ENB ENBRIDGE INC8.7K shares-1.65%2025-09-302025-10-21history
BTI BRITISH AMERN TOB PLC8.2K shares3.61%2025-09-302025-10-21history
ECL ECOLAB INC1.6K shares3.38%2025-09-302025-10-21history
BCS BARCLAYS PLC21.0K shares17.58%2025-09-302025-10-21history
COR CENCORA INC1.4K shares4.83%2025-09-302025-10-21history
USB US BANCORP DEL9.0K shares0.32%2025-09-302025-10-21history
PEG PUBLIC SVC ENTERPRISE GRP IN5.2K shares4.00%2025-09-302025-10-21history
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JMUB J P MORGAN EXCHANGE TRADED F8.6K shares-5.74%2025-09-302025-10-21history
BNS BANK NOVA SCOTIA HALIFAX6.7K shares-5.96%2025-09-302025-10-21history
STXE EA SERIES TRUST13.1K shares0.87%2025-09-302025-10-21history
ING ING GROEP N.V.16.5K shares0.93%2025-09-302025-10-21history
TTE TOTALENERGIES SE7.2K shares-2.47%2025-09-302025-10-21history
ESGU ISHARES TR2.9K shares-0.03%2025-09-302025-10-21history
AWK AMERICAN WTR WKS CO INC NEW3.0K shares2.11%2025-09-302025-10-21history
WDAY WORKDAY INC1.7K shares3.10%2025-09-302025-10-21history
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ULTY TIDAL TRUST II75.6K sharesnew addition2025-09-302025-10-21history
IXN ISHARES TR4.0K shares16.78%2025-09-302025-10-21history
HIG HARTFORD INSURANCE GROUP INC3.1K shares-7.20%2025-09-302025-10-21history
LPL LG DISPLAY CO LTD77.8K shares16.68%2025-09-302025-10-21history
SCHF SCHWAB STRATEGIC TR17.2K shares-18.98%2025-09-302025-10-21history
CP CANADIAN PACIFIC KANSAS CITY5.3K shares7.61%2025-09-302025-10-21history
SCCO SOUTHERN COPPER CORP3.3K shares-1.47%2025-09-302025-10-21history
LHX L3HARRIS TECHNOLOGIES INC1.3K shares-2.33%2025-09-302025-10-21history
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CL COLGATE PALMOLIVE CO4.9K shares-12.11%2025-09-302025-10-21history
MUFG MITSUBISHI UFJ FINL GROUP IN24.8K shares0.42%2025-09-302025-10-21history
PABU ISHARES TR5.5K shares0.22%2025-09-302025-10-21history
RSG REPUBLIC SVCS INC1.7K shares2.15%2025-09-302025-10-21history
ET ENERGY TRANSFER L P22.7K shares0.03%2025-09-302025-10-21history
OKLO OKLO INC3.5K sharesnew addition2025-09-302025-10-21history
PDD PDD HOLDINGS INC2.9K shares16.95%2025-09-302025-10-21history
MNST MONSTER BEVERAGE CORP NEW5.8K shares3.53%2025-09-302025-10-21history
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FI FISERV INC3.0K shares-7.84%2025-09-302025-10-21history
SLF SUN LIFE FINANCIAL INC.6.4K shares-1.26%2025-09-302025-10-21history
PSA PUBLIC STORAGE OPER CO1.3K shares8.40%2025-09-302025-10-21history
RELX RELX PLC8.0K shares-11.16%2025-09-302025-10-21history
FAST FASTENAL CO7.8K shares-0.37%2025-09-302025-10-21history
WAB WABTEC1.9K shares0.26%2025-09-302025-10-21history
TRI THOMSON REUTERS CORP2.4K shares-2.12%2025-09-302025-10-21history
CVS CVS HEALTH CORP5.0K shares4.50%2025-09-302025-10-21history
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EBAY EBAY INC.4.1K shares1.25%2025-09-302025-10-21history
MGC VANGUARD WORLD FD1.5K shares0.20%2025-09-302025-10-21history
PWR QUANTA SVCS INC899 shares0.45%2025-09-302025-10-21history
AFL AFLAC INC3.3K shares2.40%2025-09-302025-10-21history
ARKK ARK ETF TR4.3K shares0.00%2025-09-302025-10-21history
WS WORTHINGTON STL INC12.1K shares0.09%2025-09-302025-10-21history
BBWI BATH & BODY WORKS INC14.1K shares0.83%2025-09-302025-10-21history
CNQ CANADIAN NAT RES LTD11.4K shares5.33%2025-09-302025-10-21history
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SRE SEMPRA4.0K shares3.57%2025-09-302025-10-21history
LNG CHENIERE ENERGY INC1.5K shares0.13%2025-09-302025-10-21history
TCOM TRIP COM GROUP LTD4.8K shares17.69%2025-09-302025-10-21history
MFC MANULIFE FINL CORP11.6K shares4.01%2025-09-302025-10-21history
MSI MOTOROLA SOLUTIONS INC781 shares-16.47%2025-09-302025-10-21history
MDLZ MONDELEZ INTL INC5.7K shares-18.22%2025-09-302025-10-21history
IWP ISHARES TR2.5K shares0.08%2025-09-302025-10-21history
CBOE CBOE GLOBAL MKTS INC1.4K shares-2.10%2025-09-302025-10-21history
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VSGX VANGUARD WORLD FD5.1K shares87.19%2025-09-302025-10-21history
KMB KIMBERLY-CLARK CORP2.8K shares-4.89%2025-09-302025-10-21history
HPE HEWLETT PACKARD ENTERPRISE C14.2K shares0.26%2025-09-302025-10-21history
MDT MEDTRONIC PLC3.7K shares22.03%2025-09-302025-10-21history
AJG GALLAGHER ARTHUR J & CO1.1K shares2.94%2025-09-302025-10-21history
PNC PNC FINL SVCS GROUP INC1.7K shares-7.96%2025-09-302025-10-21history
VST VISTRA CORP1.8K shares2.64%2025-09-302025-10-21history
NEM NEWMONT CORP4.1K shares-5.94%2025-09-302025-10-21history
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STXD EA SERIES TRUST9.3K shares6.65%2025-09-302025-10-21history
MLM MARTIN MARIETTA MATLS INC539 shares0.37%2025-09-302025-10-21history
FTNT FORTINET INC4.0K shares-3.49%2025-09-302025-10-21history
HMC HONDA MOTOR LTD10.8K shares3.92%2025-09-302025-10-21history
AIG AMERICAN INTL GROUP INC4.2K shares-7.59%2025-09-302025-10-21history
KEP KOREA ELEC PWR CORP25.4K shares-5.03%2025-09-302025-10-21history
JCI JOHNSON CTLS INTL PLC3.0K shares-2.52%2025-09-302025-10-21history
ZTS ZOETIS INC2.3K shares-13.27%2025-09-302025-10-21history
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CMI CUMMINS INC783 shares-7.23%2025-09-302025-10-21history
CCI CROWN CASTLE INC3.4K shares5.25%2025-09-302025-10-21history
NSC NORFOLK SOUTHN CORP1.1K shares0.09%2025-09-302025-10-21history
O REALTY INCOME CORP5.4K shares0.50%2025-09-302025-10-21history
FCX FREEPORT-MCMORAN INC8.3K shares1.03%2025-09-302025-10-21history
SPG SIMON PPTY GROUP INC NEW1.7K shares2.91%2025-09-302025-10-21history
VFH VANGUARD WORLD FD2.5K shares2.24%2025-09-302025-10-21history
VBK VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-21history
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RACE FERRARI N V665 shares-0.60%2025-09-302025-10-21history
NKE NIKE INC4.6K shares12.40%2025-09-302025-10-21history
MSCI MSCI INC568 shares6.77%2025-09-302025-10-21history
SNDK SANDISK CORP2.9K sharesnew addition2025-09-302025-10-21history
APD AIR PRODS & CHEMS INC1.2K shares-13.85%2025-09-302025-10-21history
BUD ANHEUSER BUSCH INBEV SA/NV5.3K shares-16.86%2025-09-302025-10-21history
DFUS DIMENSIONAL ETF TRUST4.3K shares0.23%2025-09-302025-10-21history
ESLT ELBIT SYS LTD614 shares0.00%2025-09-302025-10-21history
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EA ELECTRONIC ARTS INC1.5K shares0.72%2025-09-302025-10-21history
ROK ROCKWELL AUTOMATION INC883 shares-0.34%2025-09-302025-10-21history
SCHE SCHWAB STRATEGIC TR9.2K shares0.82%2025-09-302025-10-21history
NTES NETEASE INC2.0K shares3.34%2025-09-302025-10-21history
KKR KKR & CO INC2.3K shares4.54%2025-09-302025-10-21history
ACWI ISHARES TR2.2K shares-0.72%2025-09-302025-10-21history
YUM YUM BRANDS INC2.0K shares7.51%2025-09-302025-10-21history
VEEV VEEVA SYS INC1.0K shares11.26%2025-09-302025-10-21history
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BDX BECTON DICKINSON & CO1.6K shares24.23%2025-09-302025-10-21history
TFC TRUIST FINL CORP6.6K shares0.06%2025-09-302025-10-21history
PKX POSCO HOLDINGS INC6.1K shares14.17%2025-09-302025-10-21history
NMR NOMURA HLDGS INC41.4K shares16.46%2025-09-302025-10-21history
VLO VALERO ENERGY CORP1.8K shares1.38%2025-09-302025-10-21history
SPIB SPDR SERIES TRUST8.9K shares-10.79%2025-09-302025-10-21history
BP BP PLC8.7K shares-3.05%2025-09-302025-10-21history
DLR DIGITAL RLTY TR INC1.7K shares-2.49%2025-09-302025-10-21history
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VXUS VANGUARD STAR FDS4.0K shares26.84%2025-09-302025-10-21history
SNY SANOFI SA6.3K shares-5.39%2025-09-302025-10-21history
KEYS KEYSIGHT TECHNOLOGIES INC1.7K shares22.06%2025-09-302025-10-21history
KGC KINROSS GOLD CORP11.9K shares-9.90%2025-09-302025-10-21history
EGP EASTGROUP PPTYS INC1.7K shares0.17%2025-09-302025-10-21history
ARGX ARGENX SE401 sharesnew addition2025-09-302025-10-21history
HWM HOWMET AEROSPACE INC1.5K shares-4.08%2025-09-302025-10-21history
IX ORIX CORP11.3K shares6.24%2025-09-302025-10-21history
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SKM SK TELECOM CO LTD13.6K shares8.61%2025-09-302025-10-21history
CBRE CBRE GROUP INC1.9K shares7.54%2025-09-302025-10-21history
NET CLOUDFLARE INC1.4K shares-10.18%2025-09-302025-10-21history
COIN COINBASE GLOBAL INC860 shares-2.93%2025-09-302025-10-21history
AU ANGLOGOLD ASHANTI PLC4.1K sharesnew addition2025-09-302025-10-21history
JD JD.COM INC8.2K shares-0.27%2025-09-302025-10-21history
CASY CASEYS GEN STORES INC509 shares13.87%2025-09-302025-10-21history
DHI D R HORTON INC1.7K shares7.01%2025-09-302025-10-21history
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D DOMINION ENERGY INC4.7K shares3.29%2025-09-302025-10-21history
DJP BARCLAYS BANK PLC8.1K shares0.00%2025-09-302025-10-21history
EXC EXELON CORP6.3K shares12.51%2025-09-302025-10-21history
APO APOLLO GLOBAL MGMT INC2.1K shares-0.97%2025-09-302025-10-21history
NGG NATIONAL GRID PLC3.9K shares6.40%2025-09-302025-10-21history
DDOG DATADOG INC2.0K shares4.22%2025-09-302025-10-21history
XPEV XPENG INC11.9K shares15.29%2025-09-302025-10-21history
BMY BRISTOL-MYERS SQUIBB CO6.2K shares-21.68%2025-09-302025-10-21history
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MDY SPDR S&P MIDCAP 400 ETF TR468 shares0.00%2025-09-302025-10-21history
TDG TRANSDIGM GROUP INC211 shares-3.21%2025-09-302025-10-21history
FRME FIRST MERCHANTS CORP7.3K shares0.00%2025-09-302025-10-21history
VPU VANGUARD WORLD FD1.5K shares-10.11%2025-09-302025-10-21history
DIA SPDR DOW JONES INDL AVERAGE593 shares0.00%2025-09-302025-10-21history
TME TENCENT MUSIC ENTMT GROUP11.8K shares-6.27%2025-09-302025-10-21history
SU SUNCOR ENERGY INC NEW6.6K shares0.31%2025-09-302025-10-21history
LYG LLOYDS BANKING GROUP PLC59.7K shares0.02%2025-09-302025-10-21history
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IMO IMPERIAL OIL LTD3.0K shares-0.20%2025-09-302025-10-21history
EOG EOG RES INC2.4K shares10.79%2025-09-302025-10-21history
DB DEUTSCHE BANK A G7.5K shares0.03%2025-09-302025-10-21history
AME AMETEK INC1.4K shares0.92%2025-09-302025-10-21history
CFG CITIZENS FINL GROUP INC5.0K shares0.00%2025-09-302025-10-21history
IWM ISHARES TR1.1K shares0.00%2025-09-302025-10-21history
SE SEA LTD1.5K shares14.75%2025-09-302025-10-21history
GSK GSK PLC6.1K shares-1.60%2025-09-302025-10-21history
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NI NISOURCE INC6.0K shares0.32%2025-09-302025-10-21history
WDC WESTERN DIGITAL CORP2.2K sharesnew addition2025-09-302025-10-21history
HOOD ROBINHOOD MKTS INC1.8K sharesnew addition2025-09-302025-10-21history
FITB FIFTH THIRD BANCORP5.8K shares-0.92%2025-09-302025-10-21history
IWD ISHARES TR1.3K shares0.00%2025-09-302025-10-21history
B BARRICK MNG CORP7.8K sharesnew addition2025-09-302025-10-21history
JBL JABIL INC1.2K shares-16.05%2025-09-302025-10-21history
ES EVERSOURCE ENERGY3.6K shares-6.25%2025-09-302025-10-21history
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CARR CARRIER GLOBAL CORPORATION4.3K shares-1.95%2025-09-302025-10-21history
PODD INSULET CORP821 shares5.12%2025-09-302025-10-21history
PRU PRUDENTIAL FINL INC2.4K shares-9.15%2025-09-302025-10-21history
NDAQ NASDAQ INC2.8K shares4.93%2025-09-302025-10-21history
REGN REGENERON PHARMACEUTICALS445 sharesnew addition2025-09-302025-10-21history
EFAV ISHARES TR2.9K shares0.00%2025-09-302025-10-21history
PYPL PAYPAL HLDGS INC3.7K shares-7.10%2025-09-302025-10-21history
WCN WASTE CONNECTIONS INC1.4K shares0.21%2025-09-302025-10-21history
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GMAB GENMAB A/S8.0K sharesnew addition2025-09-302025-10-21history
NU NU HLDGS LTD15.4K shares18.19%2025-09-302025-10-21history
CPNG COUPANG INC7.6K sharesnew addition2025-09-302025-10-21history
DFAS DIMENSIONAL ETF TRUST3.5K shares0.28%2025-09-302025-10-21history
AXON AXON ENTERPRISE INC338 shares10.46%2025-09-302025-10-21history
CMG CHIPOTLE MEXICAN GRILL INC6.2K shares-13.15%2025-09-302025-10-21history
MRVL MARVELL TECHNOLOGY INC2.9K shares-6.68%2025-09-302025-10-21history
MET METLIFE INC2.9K shares-1.75%2025-09-302025-10-21history
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NUE NUCOR CORP1.8K shares5.61%2025-09-302025-10-21history
ABNB AIRBNB INC2.0K shares-6.19%2025-09-302025-10-21history
EQH EQUITABLE HLDGS INC4.7K shares-2.61%2025-09-302025-10-21history
PUK PRUDENTIAL PLC8.5K shares0.28%2025-09-302025-10-21history
RBA RB GLOBAL INC2.2K shares2.39%2025-09-302025-10-21history
GM GENERAL MTRS CO3.9K shares-9.61%2025-09-302025-10-21history
RPRX ROYALTY PHARMA PLC6.7K shares-1.11%2025-09-302025-10-21history
SYY SYSCO CORP2.9K shares24.15%2025-09-302025-10-21history
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CPRT COPART INC5.2K shares4.88%2025-09-302025-10-21history
MKC MCCORMICK & CO INC3.5K shares-12.63%2025-09-302025-10-21history
BAM BROOKFIELD ASSET MANAGMT LTD4.1K shares4.75%2025-09-302025-10-21history
CIB GRUPO CIBEST SA4.4K sharesnew addition2025-09-302025-10-21history
TAK TAKEDA PHARMACEUTICAL CO LTD15.7K shares-12.31%2025-09-302025-10-21history
G GENPACT LIMITED5.5K shares-15.96%2025-09-302025-10-21history
ROST ROSS STORES INC1.5K sharesnew addition2025-09-302025-10-21history
TDY TELEDYNE TECHNOLOGIES INC391 shares-7.13%2025-09-302025-10-21history
Sponsored
STE STERIS PLC922 shares-1.28%2025-09-302025-10-21history
NTAP NETAPP INC1.9K shares1.58%2025-09-302025-10-21history
VTES VANGUARD WELLINGTON FD2.2K shares9.53%2025-09-302025-10-21history
ELP COMPANHIA PARANAENSE DE ENER23.2K shares0.45%2025-09-302025-10-21history
NRG NRG ENERGY INC1.4K shares-8.63%2025-09-302025-10-21history
IJR ISHARES TR1.9K shares-7.35%2025-09-302025-10-21history
TKC TURKCELL ILETISIM HIZMETLERI37.4K shares7.07%2025-09-302025-10-21history
BWA BORGWARNER INC5.1K sharesnew addition2025-09-302025-10-21history
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DELL DELL TECHNOLOGIES INC1.6K shares-10.91%2025-09-302025-10-21history
PRK PARK NATL CORP1.4K shares0.22%2025-09-302025-10-21history
OMF ONEMAIN HLDGS INC3.9K shares0.00%2025-09-302025-10-21history
SUSB ISHARES TR8.8K shares1.11%2025-09-302025-10-21history
E ENI S P A6.3K shares-1.96%2025-09-302025-10-21history
EAGG ISHARES TR4.6K sharesnew addition2025-09-302025-10-21history
VMC VULCAN MATLS CO721 sharesnew addition2025-09-302025-10-21history
CNI CANADIAN NATL RY CO2.3K shares-40.67%2025-09-302025-10-21history
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MPWR MONOLITHIC PWR SYS INC238 sharesnew addition2025-09-302025-10-21history
TRP TC ENERGY CORP4.0K sharesnew addition2025-09-302025-10-21history
BAP CREDICORP LTD810 sharesnew addition2025-09-302025-10-21history
FERG FERGUSON ENTERPRISES INC960 shares4.01%2025-09-302025-10-21history
EW EDWARDS LIFESCIENCES CORP2.8K shares2.40%2025-09-302025-10-21history
EFA ISHARES TR2.3K shares0.00%2025-09-302025-10-21history
TTWO TAKE-TWO INTERACTIVE SOFTWAR829 sharesnew addition2025-09-302025-10-21history
GRMN GARMIN LTD868 sharesnew addition2025-09-302025-10-21history
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LOGI LOGITECH INTL S A1.9K sharesnew addition2025-09-302025-10-21history
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GFI GOLD FIELDS LTD4.9K sharesnew addition2025-09-302025-10-21history
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RMD RESMED INC750 sharesnew addition2025-09-302025-10-21history
EXPE EXPEDIA GROUP INC955 sharesnew addition2025-09-302025-10-21history
SPHD INVESCO EXCH TRADED FD TR II4.1K sharesnew addition2025-09-302025-10-21history
Sponsored
RPG INVESCO EXCHANGE TRADED FD T4.3K sharesnew addition2025-09-302025-10-21history
BIDU BAIDU INC1.5K sharesnew addition2025-09-302025-10-21history
ACGL ARCH CAP GROUP LTD2.2K sharesnew addition2025-09-302025-10-21history
VRSN VERISIGN INC728 shares-2.54%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available