The Analysis of Physician Wealth Advisors, Inc.'s Holdings
Currently, Physician Wealth Advisors, Inc. holds 1899 types of securities in its portfolio with a total value $702.6M. In the most recent quarter, they have increased their positions in XLG (+216.2K shares, valued at $12.4M), BAI (+204.6K shares, valued at $7.0M), DYNF (+103.8K shares, valued at $6.1M); decreased their positions in EFG (-74.5K shares, valued at $8.5M), IYW (-41.1K shares, valued at $8.0M), EFV (-99.2K shares, valued at $6.7M); initiated new positions in SHLD (+76.5K shares, valued at $5.4M), DDFS (+28.5K shares, valued at $596.0K), JPC (+29.4K shares, valued at $240.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR135.5K shares0.56%2025-09-302025-11-04
SPYM SPDR SERIES TRUST403.7K shares5.59%2025-09-302025-11-04
DYNF BLACKROCK ETF TRUST504.4K shares25.93%2025-09-302025-11-04
DFAI DIMENSIONAL ETF TRUST757.6K shares1.69%2025-09-302025-11-04
QUAL ISHARES TR133.3K shares-13.35%2025-09-302025-11-04
XLG INVESCO EXCHANGE TRADED FD T401.7K shares116.53%2025-09-302025-11-04
IVW ISHARES TR189.8K shares-0.90%2025-09-302025-11-04
IVE ISHARES TR98.8K shares7.65%2025-09-302025-11-04
AAPL APPLE INC79.3K shares3.42%2025-09-302025-11-04
EFV ISHARES TR284.9K shares-25.83%2025-09-302025-11-04
ITOT ISHARES TR131.3K shares-4.46%2025-09-302025-11-04
DFAE DIMENSIONAL ETF TRUST584.1K shares29.12%2025-09-302025-11-04
DFAU DIMENSIONAL ETF TRUST383.3K shares-5.82%2025-09-302025-11-04
IEMG ISHARES INC245.6K shares-14.29%2025-09-302025-11-04
FBND FIDELITY MERRIMACK STR TR294.7K shares4.14%2025-09-302025-11-04
IEFA ISHARES TR134.1K shares-7.51%2025-09-302025-11-04
BAI BLACKROCK ETF TRUST340.2K shares150.83%2025-09-302025-11-04
DFAW DIMENSIONAL ETF TRUST155.6K shares5.85%2025-09-302025-11-04
NVDA NVIDIA CORPORATION59.2K shares24.23%2025-09-302025-11-04
THRO BLACKROCK ETF TRUST281.8K shares5.07%2025-09-302025-11-04
MGC VANGUARD WORLD FD42.2K shares6.55%2025-09-302025-11-04
MSFT MICROSOFT CORP17.9K shares8.74%2025-09-302025-11-04
IJH ISHARES TR140.8K shares-0.75%2025-09-302025-11-04
DGRO ISHARES TR116.7K shares-3.03%2025-09-302025-11-04
SPMO INVESCO EXCH TRADED FD TR II61.7K shares-0.87%2025-09-302025-11-04
IXUS ISHARES TR90.1K shares-8.13%2025-09-302025-11-04
GLDM WORLD GOLD TR96.4K shares62.56%2025-09-302025-11-04
DFAC DIMENSIONAL ETF TRUST144.8K shares-4.86%2025-09-302025-11-04
SHLD GLOBAL X FDS76.5K sharesnew addition2025-09-302025-11-04
HQY HEALTHEQUITY INC53.6K shares-0.01%2025-09-302025-11-04
DFAS DIMENSIONAL ETF TRUST73.9K shares15.24%2025-09-302025-11-04
VCRM VANGUARD MUN BD FDS66.3K shares14.41%2025-09-302025-11-04
ESGU ISHARES TR33.2K shares2.88%2025-09-302025-11-04
FREL FIDELITY COVINGTON TRUST169.3K shares-3.52%2025-09-302025-11-04
STIP ISHARES TR41.7K shares4.37%2025-09-302025-11-04
VGT VANGUARD WORLD FD5.0K shares11.12%2025-09-302025-11-04
IJR ISHARES TR29.5K shares-1.19%2025-09-302025-11-04
AMZN AMAZON COM INC15.7K shares11.47%2025-09-302025-11-04
BRK.B BERKSHIRE HATHAWAY INC DEL6.3K shares27.80%2025-09-302025-11-04
LRGF ISHARES TR45.7K shares16.46%2025-09-302025-11-04
EFAV ISHARES TR35.9K shares-2.20%2025-09-302025-11-04
VOO VANGUARD INDEX FDS4.9K shares1.96%2025-09-302025-11-04
QQQ INVESCO QQQ TR4.8K shares1.25%2025-09-302025-11-04
TSLA TESLA INC6.1K shares-0.46%2025-09-302025-11-04
EFG ISHARES TR23.4K shares-76.09%2025-09-302025-11-04
DFUS DIMENSIONAL ETF TRUST34.1K shares2.00%2025-09-302025-11-04
DFAX DIMENSIONAL ETF TRUST77.8K shares-4.19%2025-09-302025-11-04
SCHD SCHWAB STRATEGIC TR84.2K shares-14.98%2025-09-302025-11-04
MTUM ISHARES TR7.8K shares0.06%2025-09-302025-11-04
TNA DIREXION SHS ETF TR42.6K shares0.00%2025-09-302025-11-04
GOOGL ALPHABET INC7.9K shares23.58%2025-09-302025-11-04
COST COSTCO WHSL CORP NEW2.0K shares-0.05%2025-09-302025-11-04
IJS ISHARES TR15.0K shares-2.20%2025-09-302025-11-04
UNP UNION PAC CORP6.8K shares1.01%2025-09-302025-11-04
EEMV ISHARES INC24.3K shares-9.89%2025-09-302025-11-04
EXR EXTRA SPACE STORAGE INC10.9K shares-1.87%2025-09-302025-11-04
VV VANGUARD INDEX FDS4.9K shares27.20%2025-09-302025-11-04
WMT WALMART INC14.3K shares8.36%2025-09-302025-11-04
META META PLATFORMS INC1.9K shares24.87%2025-09-302025-11-04
DFSU DIMENSIONAL ETF TRUST32.1K shares-3.15%2025-09-302025-11-04
VNQ VANGUARD INDEX FDS14.1K shares-61.20%2025-09-302025-11-04
USMV ISHARES TR13.4K shares1.41%2025-09-302025-11-04
IWC ISHARES TR8.5K shares-5.32%2025-09-302025-11-04
AVGO BROADCOM INC3.7K shares26.58%2025-09-302025-11-04
GOOG ALPHABET INC4.8K shares8.37%2025-09-302025-11-04
NOW SERVICENOW INC1.2K shares6.27%2025-09-302025-11-04
VLUE ISHARES TR8.8K shares5.10%2025-09-302025-11-04
MUB ISHARES TR10.1K shares5.80%2025-09-302025-11-04
SCZ ISHARES TR13.9K shares-6.33%2025-09-302025-11-04
TDY TELEDYNE TECHNOLOGIES INC1.8K shares0.56%2025-09-302025-11-04
PEP PEPSICO INC7.3K shares3.61%2025-09-302025-11-04
SUB ISHARES TR9.1K shares0.13%2025-09-302025-11-04
ESGE ISHARES INC21.1K shares6.28%2025-09-302025-11-04
MA MASTERCARD INCORPORATED1.4K shares6.70%2025-09-302025-11-04
TQQQ PROSHARES TR7.8K shares-2.58%2025-09-302025-11-04
AGG ISHARES TR7.9K shares-8.65%2025-09-302025-11-04
ZION ZIONS BANCORPORATION N A13.9K shares0.02%2025-09-302025-11-04
CI THE CIGNA GROUP2.7K shares1.54%2025-09-302025-11-04
PLTR PALANTIR TECHNOLOGIES INC4.1K shares99.04%2025-09-302025-11-04
VBR VANGUARD INDEX FDS3.6K shares-7.77%2025-09-302025-11-04
SPY SPDR S&P 500 ETF TR1.1K shares15.21%2025-09-302025-11-04
JPM JPMORGAN CHASE & CO.2.3K shares21.80%2025-09-302025-11-04
DFNM DIMENSIONAL ETF TRUST14.6K shares73.40%2025-09-302025-11-04
JNJ JOHNSON & JOHNSON3.7K shares22.49%2025-09-302025-11-04
AMD ADVANCED MICRO DEVICES INC4.2K shares34.40%2025-09-302025-11-04
LLY ELI LILLY & CO885 shares-13.57%2025-09-302025-11-04
VO VANGUARD INDEX FDS2.3K shares-1.37%2025-09-302025-11-04
PG PROCTER AND GAMBLE CO4.4K shares-0.77%2025-09-302025-11-04
XLK SELECT SECTOR SPDR TR2.4K shares0.08%2025-09-302025-11-04
MCD MCDONALDS CORP2.1K shares7.59%2025-09-302025-11-04
DFSV DIMENSIONAL ETF TRUST19.5K shares-8.28%2025-09-302025-11-04
ICSH ISHARES TR11.9K shares-2.29%2025-09-302025-11-04
IXN ISHARES TR5.8K shares4.86%2025-09-302025-11-04
DDFS INNOVATOR ETFS TRUST28.5K sharesnew addition2025-09-302025-11-04
TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K shares5.43%2025-09-302025-11-04
SIL GLOBAL X FDS8.2K shares-5.46%2025-09-302025-11-04
VFMF VANGUARD WELLINGTON FD3.9K shares-3.87%2025-09-302025-11-04
HD HOME DEPOT INC1.4K shares21.04%2025-09-302025-11-04
PHYS SPROTT ASSET MANAGEMENT LP17.9K shares0.00%2025-09-302025-11-04
USXF ISHARES TR9.3K shares0.00%2025-09-302025-11-04
VB VANGUARD INDEX FDS2.1K shares-1.23%2025-09-302025-11-04
V VISA INC1.6K shares-0.13%2025-09-302025-11-04
AMAT APPLIED MATLS INC2.6K shares2.26%2025-09-302025-11-04
VIG VANGUARD SPECIALIZED FUNDS2.3K shares-0.68%2025-09-302025-11-04
AXP AMERICAN EXPRESS CO1.5K shares8.33%2025-09-302025-11-04
TRMB TRIMBLE INC6.0K shares0.00%2025-09-302025-11-04
SNFCA SECURITY NATL FINL CORP56.2K shares5.00%2025-09-302025-11-04
CVX CHEVRON CORP NEW3.1K shares13.15%2025-09-302025-11-04
GLD SPDR GOLD TR1.4K shares-0.29%2025-09-302025-11-04
GSBD GOLDMAN SACHS BDC INC47.3K shares21506.85%2025-09-302025-11-04
ORCL ORACLE CORP1.7K shares-7.01%2025-09-302025-11-04
WFC WELLS FARGO CO NEW5.6K shares-23.07%2025-09-302025-11-04
SCHB SCHWAB STRATEGIC TR18.1K shares0.01%2025-09-302025-11-04
EFA ISHARES TR4.8K shares-33.57%2025-09-302025-11-04
ESGV VANGUARD WORLD FD3.7K shares-2.02%2025-09-302025-11-04
IHI ISHARES TR7.4K shares8.05%2025-09-302025-11-04
RTX RTX CORPORATION2.6K shares11.46%2025-09-302025-11-04
QCOM QUALCOMM INC2.6K shares9.09%2025-09-302025-11-04
VEA VANGUARD TAX-MANAGED FDS7.0K shares1.19%2025-09-302025-11-04
BAC BANK AMERICA CORP8.0K shares7.84%2025-09-302025-11-04
CAT CATERPILLAR INC826 shares12.69%2025-09-302025-11-04
ISRG INTUITIVE SURGICAL INC875 shares8.83%2025-09-302025-11-04
MRK MERCK & CO INC4.6K shares0.07%2025-09-302025-11-04
IBTG ISHARES TR16.7K shares0.00%2025-09-302025-11-04
HWM HOWMET AEROSPACE INC1.9K shares2.37%2025-09-302025-11-04
BKNG BOOKING HOLDINGS INC70 shares1.45%2025-09-302025-11-04
DFSI DIMENSIONAL ETF TRUST9.2K shares0.00%2025-09-302025-11-04
VCSH VANGUARD SCOTTSDALE FDS4.7K shares0.00%2025-09-302025-11-04
BLK BLACKROCK INC315 shares6.78%2025-09-302025-11-04
IBDQ ISHARES TR14.6K shares0.00%2025-09-302025-11-04
AEE AMEREN CORP3.4K shares2.08%2025-09-302025-11-04
SYK STRYKER CORPORATION934 shares-7.80%2025-09-302025-11-04
ESGD ISHARES TR3.5K shares-1.40%2025-09-302025-11-04
SYLD CAMBRIA ETF TR4.6K shares-0.60%2025-09-302025-11-04
JPST J P MORGAN EXCHANGE TRADED F6.2K shares-2.52%2025-09-302025-11-04
XOM EXXON MOBIL CORP2.8K shares42.67%2025-09-302025-11-04
TMO THERMO FISHER SCIENTIFIC INC642 shares17.37%2025-09-302025-11-04
GE GE AEROSPACE1.0K shares22.38%2025-09-302025-11-04
COP CONOCOPHILLIPS3.2K shares10.00%2025-09-302025-11-04
NFLX NETFLIX INC250 shares12.61%2025-09-302025-11-04
APH AMPHENOL CORP NEW2.4K shares-2.46%2025-09-302025-11-04
BA BOEING CO1.3K shares10.86%2025-09-302025-11-04
EPD ENTERPRISE PRODS PARTNERS L9.3K shares0.00%2025-09-302025-11-04
DIS DISNEY WALT CO2.5K shares-3.26%2025-09-302025-11-04
SCHX SCHWAB STRATEGIC TR11.0K shares-51.29%2025-09-302025-11-04
DFAR DIMENSIONAL ETF TRUST12.0K shares1.98%2025-09-302025-11-04
USEP INNOVATOR ETFS TRUST7.3K shares0.00%2025-09-302025-11-04
SCHA SCHWAB STRATEGIC TR10.2K shares-24.79%2025-09-302025-11-04
NWE NORTHWESTERN ENERGY GROUP IN4.8K shares0.96%2025-09-302025-11-04
VTIP VANGUARD MALVERN FDS5.5K shares0.00%2025-09-302025-11-04
XSOE WISDOMTREE TR7.4K shares2.09%2025-09-302025-11-04
VRTX VERTEX PHARMACEUTICALS INC698 shares29.02%2025-09-302025-11-04
IBIT ISHARES BITCOIN TRUST ETF4.1K shares38.38%2025-09-302025-11-04
ADSK AUTODESK INC833 shares2.33%2025-09-302025-11-04
UNH UNITEDHEALTH GROUP INC766 shares62.63%2025-09-302025-11-04
IYW ISHARES TR1.3K shares-96.87%2025-09-302025-11-04
BXSL BLACKSTONE SECD LENDING FD9.8K shares2398.72%2025-09-302025-11-04
AVGE AMERICAN CENTY ETF TR3.0K shares-16.23%2025-09-302025-11-04
DUK DUKE ENERGY CORP NEW2.0K shares41.95%2025-09-302025-11-04
WPC WP CAREY INC3.7K shares0.54%2025-09-302025-11-04
PLD PROLOGIS INC.2.2K shares13.08%2025-09-302025-11-04
SBUX STARBUCKS CORP2.9K shares0.00%2025-09-302025-11-04
JPC NUVEEN PFD & INCOME OPPORTUN29.4K sharesnew addition2025-09-302025-11-04
VCRB VANGUARD MALVERN FDS3.0K shares21.35%2025-09-302025-11-04
FTEC FIDELITY COVINGTON TRUST1.1K shares1.05%2025-09-302025-11-04
BDX BECTON DICKINSON & CO1.3K shares4.50%2025-09-302025-11-04
DAL DELTA AIR LINES INC DEL4.1K shares4.19%2025-09-302025-11-04
MMM 3M CO1.5K shares4.08%2025-09-302025-11-04
IBTI ISHARES TR10.4K shares0.32%2025-09-302025-11-04
D DOMINION ENERGY INC3.8K shares-5.29%2025-09-302025-11-04
PFE PFIZER INC9.1K shares1.35%2025-09-302025-11-04
PSF COHEN & STEERS SELECT PFD &11.1K shares-24.90%2025-09-302025-11-04
TJX TJX COS INC NEW1.6K shares17.98%2025-09-302025-11-04
IBTF ISHARES TR9.8K shares0.39%2025-09-302025-11-04
TXN TEXAS INSTRS INC1.2K shares0.74%2025-09-302025-11-04
SOXX ISHARES TR834 shares-0.36%2025-09-302025-11-04
KMI KINDER MORGAN INC DEL8.0K shares4.04%2025-09-302025-11-04
SPGI S&P GLOBAL INC458 shares1.10%2025-09-302025-11-04
ABBV ABBVIE INC960 shares66.67%2025-09-302025-11-04
TRP TC ENERGY CORP4.0K shares0.00%2025-09-302025-11-04
IBDT ISHARES TR8.6K shares0.86%2025-09-302025-11-04
WPM WHEATON PRECIOUS METALS CORP2.0K shares0.00%2025-09-302025-11-04
HUN HUNTSMAN CORP24.3K shares0.72%2025-09-302025-11-04
BOXX EA SERIES TRUST1.9K shares0.00%2025-09-302025-11-04
MDT MEDTRONIC PLC2.3K shares24.75%2025-09-302025-11-04
VHT VANGUARD WORLD FD837 shares0.12%2025-09-302025-11-04
T AT&T INC7.5K shares0.60%2025-09-302025-11-04
EA ELECTRONIC ARTS INC1.1K shares5.94%2025-09-302025-11-04
ICF ISHARES TR3.4K shares3.83%2025-09-302025-11-04
INTC INTEL CORP6.3K shares30.18%2025-09-302025-11-04
INTU INTUIT305 shares-0.33%2025-09-302025-11-04
GEV GE VERNOVA INC332 shares37.76%2025-09-302025-11-04
LOW LOWES COS INC806 shares-7.25%2025-09-302025-11-04
MAR MARRIOTT INTL INC NEW776 shares8.23%2025-09-302025-11-04
UFEB INNOVATOR ETFS TRUST5.6K shares0.00%2025-09-302025-11-04
DFIV DIMENSIONAL ETF TRUST4.3K shares-21.28%2025-09-302025-11-04
DMXF ISHARES TR2.6K shares0.00%2025-09-302025-11-04
NVS NOVARTIS AG1.5K shares0.06%2025-09-302025-11-04
DFSE DIMENSIONAL ETF TRUST4.8K shares0.08%2025-09-302025-11-04
AZO AUTOZONE INC46 shares9.52%2025-09-302025-11-04
EUSB ISHARES TR4.5K shares0.45%2025-09-302025-11-04
RGLD ROYAL GOLD INC973 shares-5.17%2025-09-302025-11-04
VWO VANGUARD INTL EQUITY INDEX F3.5K shares-3.97%2025-09-302025-11-04
BX BLACKSTONE INC1.1K shares20.00%2025-09-302025-11-04
EME EMCOR GROUP INC283 shares0.35%2025-09-302025-11-04
PCM PCM FD INC27.3K shares-15.47%2025-09-302025-11-04
IBM INTERNATIONAL BUSINESS MACHS643 shares42.57%2025-09-302025-11-04
OKE ONEOK INC NEW2.4K shares1.00%2025-09-302025-11-04
CSCO CISCO SYS INC2.6K shares-19.38%2025-09-302025-11-04
GS GOLDMAN SACHS GROUP INC220 shares41.03%2025-09-302025-11-04
UDEC INNOVATOR ETFS TRUST4.5K shares0.00%2025-09-302025-11-04
SKYW SKYWEST INC1.7K shares0.00%2025-09-302025-11-04
IBDR ISHARES TR7.1K shares0.00%2025-09-302025-11-04
DVY ISHARES TR1.2K shares0.00%2025-09-302025-11-04
IBMS ISHARES TR6.5K shares0.00%2025-09-302025-11-04
HON HONEYWELL INTL INC799 shares18.55%2025-09-302025-11-04
TRI THOMSON REUTERS CORP1.1K shares-0.28%2025-09-302025-11-04
PAA PLAINS ALL AMERN PIPELINE L9.7K shares0.00%2025-09-302025-11-04
SSO PROSHARES TR1.4K shares0.00%2025-09-302025-11-04
IBTK ISHARES TR7.9K shares0.00%2025-09-302025-11-04
IBTJ ISHARES TR7.2K shares0.00%2025-09-302025-11-04
IBTH ISHARES TR6.9K shares0.00%2025-09-302025-11-04
KO COCA COLA CO2.3K shares-12.40%2025-09-302025-11-04
DFCF DIMENSIONAL ETF TRUST3.6K shares0.00%2025-09-302025-11-04
IJJ ISHARES TR1.2K shares0.00%2025-09-302025-11-04
ABT ABBOTT LABS1.1K shares71.82%2025-09-302025-11-04
JEPI J P MORGAN EXCHANGE TRADED F2.6K shares1430.64%2025-09-302025-11-04
IWM ISHARES TR620 shares0.32%2025-09-302025-11-04
SHOP SHOPIFY INC1.0K shares-7.12%2025-09-302025-11-04
SPLV INVESCO EXCH TRADED FD TR II2.0K shares0.00%2025-09-302025-11-04
LHX L3HARRIS TECHNOLOGIES INC479 shares6.68%2025-09-302025-11-04
SLV ISHARES SILVER TR3.4K shares0.00%2025-09-302025-11-04
MELI MERCADOLIBRE INC62 shares-1.59%2025-09-302025-11-04
WELL WELLTOWER INC801 shares26.94%2025-09-302025-11-04
SHW SHERWIN WILLIAMS CO409 shares1.74%2025-09-302025-11-04
URI UNITED RENTALS INC148 shares10.45%2025-09-302025-11-04
ETN EATON CORP PLC377 shares35.13%2025-09-302025-11-04
LULU LULULEMON ATHLETICA INC784 shares3.02%2025-09-302025-11-04
EQR EQUITY RESIDENTIAL2.1K shares1.13%2025-09-302025-11-04
EEM ISHARES TR2.6K shares-33.96%2025-09-302025-11-04
VOE VANGUARD INDEX FDS769 shares0.00%2025-09-302025-11-04
HSIC HENRY SCHEIN INC2.0K shares0.55%2025-09-302025-11-04
PSA PUBLIC STORAGE OPER CO462 shares8.20%2025-09-302025-11-04
IYR ISHARES TR1.4K shares0.07%2025-09-302025-11-04
ORLY OREILLY AUTOMOTIVE INC1.2K shares24.95%2025-09-302025-11-04
KMB KIMBERLY-CLARK CORP1.0K shares-0.68%2025-09-302025-11-04
FI FISERV INC978 shares-17.95%2025-09-302025-11-04
IQLT ISHARES TR2.8K shares0.00%2025-09-302025-11-04
CMCSA COMCAST CORP NEW4.0K shares58.10%2025-09-302025-11-04
VUG VANGUARD INDEX FDS258 shares0.00%2025-09-302025-11-04
FXL FIRST TR EXCHANGE TRADED FD729 shares0.00%2025-09-302025-11-04
ED CONSOLIDATED EDISON INC1.2K shares3.75%2025-09-302025-11-04
PEJ INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-09-302025-11-04
VGK VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2025-09-302025-11-04
ADBE ADOBE INC334 shares-21.41%2025-09-302025-11-04
SO SOUTHERN CO1.2K shares280.98%2025-09-302025-11-04
HCA HCA HEALTHCARE INC269 shares20.09%2025-09-302025-11-04
CDNS CADENCE DESIGN SYSTEM INC325 shares19.49%2025-09-302025-11-04
AZN ASTRAZENECA PLC1.5K shares0.75%2025-09-302025-11-04
SLYV SPDR SERIES TRUST1.3K shares7.55%2025-09-302025-11-04
DLR DIGITAL RLTY TR INC646 shares11.19%2025-09-302025-11-04
BTZ BLACKROCK CR ALLOCATION INCO10.0K shares0.00%2025-09-302025-11-04
FNV FRANCO NEV CORP495 shares-3.51%2025-09-302025-11-04
F FORD MTR CO9.1K shares10.46%2025-09-302025-11-04
UPRO PROSHARES TR944 shares11.58%2025-09-302025-11-04
IAU ISHARES GOLD TR1.4K shares4.49%2025-09-302025-11-04
IBTP ISHARES TR4.0K shares0.00%2025-09-302025-11-04
IBTM ISHARES TR4.5K shares0.00%2025-09-302025-11-04
UL UNILEVER PLC1.7K shares1.34%2025-09-302025-11-04
IBTL ISHARES TR5.0K shares0.00%2025-09-302025-11-04
IBTO ISHARES TR4.2K shares0.00%2025-09-302025-11-04
YUM YUM BRANDS INC673 shares19.12%2025-09-302025-11-04
WMB WILLIAMS COS INC1.6K shares16.23%2025-09-302025-11-04
PYPL PAYPAL HLDGS INC1.5K shares4.44%2025-09-302025-11-04
PH PARKER-HANNIFIN CORP129 shares37.23%2025-09-302025-11-04
IFRA ISHARES TR1.9K shares106.70%2025-09-302025-11-04
ECG EVERUS CONSTR GROUP1.1K shares0.00%2025-09-302025-11-04
ZTS ZOETIS INC647 shares-2.12%2025-09-302025-11-04
WM WASTE MGMT INC DEL427 shares1.43%2025-09-302025-11-04
AEM AGNICO EAGLE MINES LTD559 shares0.00%2025-09-302025-11-04
CPRT COPART INC2.0K shares1.54%2025-09-302025-11-04
SYY SYSCO CORP1.1K shares42.36%2025-09-302025-11-04
EMXC ISHARES INC1.3K shares-42.91%2025-09-302025-11-04
XLV SELECT SECTOR SPDR TR653 shares0.00%2025-09-302025-11-04
MS MORGAN STANLEY568 shares86.23%2025-09-302025-11-04
SYF SYNCHRONY FINANCIAL1.3K shares11.34%2025-09-302025-11-04
C CITIGROUP INC866 shares58.90%2025-09-302025-11-04
SCHF SCHWAB STRATEGIC TR3.8K shares-7.14%2025-09-302025-11-04
CTAS CINTAS CORP426 shares8.40%2025-09-302025-11-04
ASML ASML HOLDING N V90 shares16.88%2025-09-302025-11-04
CB CHUBB LIMITED308 shares0.65%2025-09-302025-11-04
KNF KNIFE RIVER CORP1.1K shares-0.71%2025-09-302025-11-04
DDFL INNOVATOR ETFS TRUST4.3K sharesnew addition2025-09-302025-11-04
DFSD DIMENSIONAL ETF TRUST1.8K shares4.68%2025-09-302025-11-04
HIMS HIMS & HERS HEALTH INC1.5K shares1.63%2025-09-302025-11-04
XLU SELECT SECTOR SPDR TR965 shares0.00%2025-09-302025-11-04
SR SPIRE INC1.0K shares2.50%2025-09-302025-11-04
VTV VANGUARD INDEX FDS446 shares-64.66%2025-09-302025-11-04
MDU MDU RES GROUP INC4.6K shares1.23%2025-09-302025-11-04
ROBO EXCHANGE TRADED CONCEPTS TRU1.3K shares0.00%2025-09-302025-11-04
MGK VANGUARD WORLD FD201 shares0.00%2025-09-302025-11-04
DHI D R HORTON INC471 shares17.75%2025-09-302025-11-04
TFC TRUIST FINL CORP1.7K shares27.79%2025-09-302025-11-04
SLB SCHLUMBERGER LTD2.3K shares3.20%2025-09-302025-11-04
DFEM DIMENSIONAL ETF TRUST2.4K shares-0.70%2025-09-302025-11-04
BSX BOSTON SCIENTIFIC CORP787 shares-1.63%2025-09-302025-11-04
EMR EMERSON ELEC CO580 shares19.10%2025-09-302025-11-04
ALV AUTOLIV INC611 shares0.66%2025-09-302025-11-04
CRM SALESFORCE INC318 shares-11.17%2025-09-302025-11-04
RACE FERRARI N V154 shares4.05%2025-09-302025-11-04
MMIN NEW YORK LIFE INVTS ACTIVE E3.1K shares1.90%2025-09-302025-11-04
VTI VANGUARD INDEX FDS225 shares0.00%2025-09-302025-11-04
RSG REPUBLIC SVCS INC318 shares58.21%2025-09-302025-11-04
SA SEABRIDGE GOLD INC3.0K shares0.00%2025-09-302025-11-04
BNDX VANGUARD CHARLOTTE FDS1.5K shares0.00%2025-09-302025-11-04
COF CAPITAL ONE FINL CORP337 shares116.03%2025-09-302025-11-04
RCL ROYAL CARIBBEAN GROUP214 shares38.06%2025-09-302025-11-04
LRCX LAM RESEARCH CORP515 shares836.36%2025-09-302025-11-04
ADI ANALOG DEVICES INC280 shares52.17%2025-09-302025-11-04
MTG MGIC INVT CORP WIS2.4K shares1.98%2025-09-302025-11-04
VZ VERIZON COMMUNICATIONS INC1.6K shares74.38%2025-09-302025-11-04
SHEL SHELL PLC952 shares2.15%2025-09-302025-11-04
ALL ALLSTATE CORP317 shares31.54%2025-09-302025-11-04
NBIX NEUROCRINE BIOSCIENCES INC483 shares0.00%2025-09-302025-11-04
TRV TRAVELERS COMPANIES INC241 shares40.94%2025-09-302025-11-04
VTEB VANGUARD MUN BD FDS1.3K shares40.80%2025-09-302025-11-04
VRSN VERISIGN INC239 shares10.65%2025-09-302025-11-04
LIN LINDE PLC138 shares13.11%2025-09-302025-11-04
WDAY WORKDAY INC269 shares55.49%2025-09-302025-11-04
IGM ISHARES TR506 shares0.00%2025-09-302025-11-04
CBRE CBRE GROUP INC404 shares17.44%2025-09-302025-11-04
VYM VANGUARD WHITEHALL FDS450 sharesnew addition2025-09-302025-11-04
EELV INVESCO EXCH TRADED FD TR II2.4K shares-0.75%2025-09-302025-11-04
COIN COINBASE GLOBAL INC186 shares20.00%2025-09-302025-11-04
FBTC FIDELITY WISE ORIGIN BITCOIN629 shares119.93%2025-09-302025-11-04
GSK GSK PLC1.4K shares53.82%2025-09-302025-11-04
ECL ECOLAB INC226 shares4.63%2025-09-302025-11-04
APP APPLOVIN CORP86 shares79.17%2025-09-302025-11-04
HPE HEWLETT PACKARD ENTERPRISE C2.5K shares12.69%2025-09-302025-11-04
PANW PALO ALTO NETWORKS INC302 shares196.08%2025-09-302025-11-04
PSX PHILLIPS 66450 shares39.32%2025-09-302025-11-04
PNC PNC FINL SVCS GROUP INC304 shares43.40%2025-09-302025-11-04
PGR PROGRESSIVE CORP246 shares-1.99%2025-09-302025-11-04
ANET ARISTA NETWORKS INC410 shares469.44%2025-09-302025-11-04
GD GENERAL DYNAMICS CORP175 shares82.29%2025-09-302025-11-04
NEE NEXTERA ENERGY INC783 shares77.15%2025-09-302025-11-04
SMMV ISHARES TR1.4K shares0.29%2025-09-302025-11-04
XLE SELECT SECTOR SPDR TR657 shares59.47%2025-09-302025-11-04
TEL TE CONNECTIVITY PLC266 shares27.88%2025-09-302025-11-04
DHR DANAHER CORPORATION292 shares3.91%2025-09-302025-11-04
ISCG ISHARES TR1.1K shares0.00%2025-09-302025-11-04
MMCA NEW YORK LIFE INVTS ACTIVE E2.6K shares20.51%2025-09-302025-11-04
O REALTY INCOME CORP939 shares54.70%2025-09-302025-11-04
IGV ISHARES TR491 shares0.00%2025-09-302025-11-04
BABA ALIBABA GROUP HLDG LTD316 shares-22.17%2025-09-302025-11-04
SCHP SCHWAB STRATEGIC TR2.1K shares7.73%2025-09-302025-11-04
UBER UBER TECHNOLOGIES INC573 shares227.43%2025-09-302025-11-04
CATY CATHAY GEN BANCORP1.2K shares0.00%2025-09-302025-11-04
CLH CLEAN HARBORS INC239 shares0.00%2025-09-302025-11-04
MMC MARSH & MCLENNAN COS INC275 shares0.73%2025-09-302025-11-04
SCCO SOUTHERN COPPER CORP455 shares0.66%2025-09-302025-11-04
CSX CSX CORP1.5K shares-14.93%2025-09-302025-11-04
IBDV ISHARES TR2.5K shares0.00%2025-09-302025-11-04
ZMAR INNOVATOR ETFS TRUST2.0K shares0.00%2025-09-302025-11-04
MET METLIFE INC656 shares53.99%2025-09-302025-11-04
IBDU ISHARES TR2.3K shares0.00%2025-09-302025-11-04
DFGP DIMENSIONAL ETF TRUST961 shares11.48%2025-09-302025-11-04
MCK MCKESSON CORP69 shares56.82%2025-09-302025-11-04
GDDY GODADDY INC388 shares-1.52%2025-09-302025-11-04
SCHW SCHWAB CHARLES CORP556 shares118.90%2025-09-302025-11-04
IDXX IDEXX LABS INC83 shares-5.68%2025-09-302025-11-04
HDB HDFC BANK LTD1.6K shares95.71%2025-09-302025-11-04
IBDS ISHARES TR2.2K shares0.00%2025-09-302025-11-04
MCO MOODYS CORP110 shares2.80%2025-09-302025-11-04
DFEV DIMENSIONAL ETF TRUST1.6K shares-5.23%2025-09-302025-11-04
ACWI ISHARES TR373 shares0.00%2025-09-302025-11-04
FDX FEDEX CORP218 shares27.49%2025-09-302025-11-04
BSEP INNOVATOR ETFS TRUST1.1K shares0.00%2025-09-302025-11-04
ITB ISHARES TR470 shares0.21%2025-09-302025-11-04
GDX VANECK ETF TRUST645 shares0.00%2025-09-302025-11-04
CL COLGATE PALMOLIVE CO611 shares8628.57%2025-09-302025-11-04
CEG CONSTELLATION ENERGY CORP148 shares97.33%2025-09-302025-11-04
CVS CVS HEALTH CORP636 shares132.12%2025-09-302025-11-04
ALC ALCON AG638 shares-1.39%2025-09-302025-11-04
IYG ISHARES TR529 shares0.00%2025-09-302025-11-04
ACN ACCENTURE PLC IRELAND192 shares317.39%2025-09-302025-11-04
FNDF SCHWAB STRATEGIC TR1.1K shares-6.00%2025-09-302025-11-04
ARTY ISHARES TR1.0K shares-71.94%2025-09-302025-11-04
MPC MARATHON PETE CORP239 shares0.00%2025-09-302025-11-04
TGT TARGET CORP508 shares8.09%2025-09-302025-11-04
AFL AFLAC INC407 shares110.88%2025-09-302025-11-04
VVV VALVOLINE INC1.3K shares0.00%2025-09-302025-11-04
MFC MANULIFE FINL CORP1.4K shares0.00%2025-09-302025-11-04
ROAD CONSTRUCTION PARTNERS INC354 shares-1.39%2025-09-302025-11-04
MDLZ MONDELEZ INTL INC714 shares215.93%2025-09-302025-11-04
SAP SAP SE164 shares-11.83%2025-09-302025-11-04
MU MICRON TECHNOLOGY INC261 shares248.00%2025-09-302025-11-04
GILD GILEAD SCIENCES INC393 shares504.62%2025-09-302025-11-04
HLI HOULIHAN LOKEY INC212 shares6.00%2025-09-302025-11-04
XJR ISHARES TR1.0K shares0.00%2025-09-302025-11-04
MO ALTRIA GROUP INC639 shares634.48%2025-09-302025-11-04
CRH CRH PLC350 shares60.55%2025-09-302025-11-04
MFIC MIDCAP FINANCIAL INVSTMNT CO3.5K sharesnew addition2025-09-302025-11-04
SQM SOCIEDAD QUIMICA Y MINERA DE973 shares11.97%2025-09-302025-11-04
VCR VANGUARD WORLD FD105 shares0.00%2025-09-302025-11-04
BIV VANGUARD BD INDEX FDS518 shares0.00%2025-09-302025-11-04
WDC WESTERN DIGITAL CORP336 shares3.38%2025-09-302025-11-04
KIM KIMCO RLTY CORP1.8K shares5.86%2025-09-302025-11-04
SONY SONY GROUP CORP1.4K shares1.24%2025-09-302025-11-04
WRB BERKLEY W R CORP523 shares40.21%2025-09-302025-11-04
ICE INTERCONTINENTAL EXCHANGE IN236 shares4.89%2025-09-302025-11-04
ALB ALBEMARLE CORP490 sharesnew addition2025-09-302025-11-04
CMS CMS ENERGY CORP542 sharesnew addition2025-09-302025-11-04
VRT VERTIV HOLDINGS CO263 shares250.67%2025-09-302025-11-04
NSC NORFOLK SOUTHN CORP132 shares-15.92%2025-09-302025-11-04
GIS GENERAL MLS INC781 shares343.75%2025-09-302025-11-04
AHR AMERICAN HEALTHCARE REIT INC936 shares0.00%2025-09-302025-11-04
APD AIR PRODS & CHEMS INC144 shares-16.76%2025-09-302025-11-04
BSY BENTLEY SYS INC754 sharesnew addition2025-09-302025-11-04
VST VISTRA CORP198 shares15.79%2025-09-302025-11-04
BP BP PLC1.1K shares0.00%2025-09-302025-11-04
VTES VANGUARD WELLINGTON FD377 shares4.72%2025-09-302025-11-04
LMT LOCKHEED MARTIN CORP76 shares61.70%2025-09-302025-11-04
EMO CLEARBRIDGE ENERGY MIDSTRM O844 shares0.00%2025-09-302025-11-04
BBVA BANCO BILBAO VIZCAYA ARGENTA2.0K shares1.34%2025-09-302025-11-04
KLAC KLA CORP35 shares483.33%2025-09-302025-11-04
IWR ISHARES TR390 shares-0.76%2025-09-302025-11-04
WFG WEST FRASER TIMBER CO LTD552 shares75.80%2025-09-302025-11-04
PBA PEMBINA PIPELINE CORP920 shares441.18%2025-09-302025-11-04
GSIE GOLDMAN SACHS ETF TR902 shares0.00%2025-09-302025-11-04
ROM PROSHARES TR400 shares0.00%2025-09-302025-11-04
FXR FIRST TR EXCHANGE TRADED FD473 shares0.00%2025-09-302025-11-04
IDA IDACORP INC279 shares6.08%2025-09-302025-11-04
HOOD ROBINHOOD MKTS INC257 shares129.46%2025-09-302025-11-04
CPB THE CAMPBELLS COMPANY1.2K shares-5.55%2025-09-302025-11-04
TRU TRANSUNION436 shares0.00%2025-09-302025-11-04
XLI SELECT SECTOR SPDR TR237 shares0.42%2025-09-302025-11-04
MAGX ROUNDHILL ETF TRUST643 shares0.00%2025-09-302025-11-04
CRBN ISHARES TR159 shares0.00%2025-09-302025-11-04
KR KROGER CO533 shares2.70%2025-09-302025-11-04
VLO VALERO ENERGY CORP211 shares145.35%2025-09-302025-11-04
NDAQ NASDAQ INC406 shares4.64%2025-09-302025-11-04
LCTU BLACKROCK ETF TRUST491 shares0.00%2025-09-302025-11-04
SCHE SCHWAB STRATEGIC TR1.1K shares-6.24%2025-09-302025-11-04
VFMV VANGUARD WELLINGTON FD270 shares0.00%2025-09-302025-11-04
VDE VANGUARD WORLD FD280 shares0.00%2025-09-302025-11-04
JCI JOHNSON CTLS INTL PLC319 shares62.76%2025-09-302025-11-04
STX SEAGATE TECHNOLOGY HLDNGS PL148 shares43.69%2025-09-302025-11-04
QYLD GLOBAL X FDS2.0K sharesnew addition2025-09-302025-11-04
AMGN AMGEN INC122 shares-3.94%2025-09-302025-11-04
WY WEYERHAEUSER CO MTN BE1.4K shares-0.58%2025-09-302025-11-04
CTVA CORTEVA INC498 shares85.13%2025-09-302025-11-04
CW CURTISS WRIGHT CORP62 shares3.33%2025-09-302025-11-04
FXH FIRST TR EXCHANGE TRADED FD306 shares0.00%2025-09-302025-11-04
IYK ISHARES TR488 shares0.41%2025-09-302025-11-04
HYXF ISHARES TR699 shares0.00%2025-09-302025-11-04
EEMA ISHARES INC361 shares0.00%2025-09-302025-11-04
AMT AMERICAN TOWER CORP NEW171 shares85.87%2025-09-302025-11-04
CBOE CBOE GLOBAL MKTS INC133 shares70.51%2025-09-302025-11-04
FSS FEDERAL SIGNAL CORP274 shares-5.84%2025-09-302025-11-04
DY DYCOM INDS INC111 shares0.00%2025-09-302025-11-04
XHB SPDR SERIES TRUST290 shares0.00%2025-09-302025-11-04
UTF COHEN & STEERS INFRASTRUCTUR1.3K shares1.81%2025-09-302025-11-04
REGN REGENERON PHARMACEUTICALS57 shares32.56%2025-09-302025-11-04
DELL DELL TECHNOLOGIES INC226 shares36.14%2025-09-302025-11-04
VICI VICI PPTYS INC974 shares10.06%2025-09-302025-11-04
YUMC YUM CHINA HLDGS INC739 shares0.41%2025-09-302025-11-04
SPEM SPDR INDEX SHS FDS673 shares0.00%2025-09-302025-11-04
UPS UNITED PARCEL SERVICE INC376 shares76.53%2025-09-302025-11-04
RMOP TIDAL TRUST III1.3K shares0.00%2025-09-302025-11-04
AWI ARMSTRONG WORLD INDS INC NEW159 shares1.92%2025-09-302025-11-04
PFG PRINCIPAL FINANCIAL GROUP IN374 shares0.00%2025-09-302025-11-04
OTIS OTIS WORLDWIDE CORP339 shares57.67%2025-09-302025-11-04
XLP SELECT SECTOR SPDR TR392 shares0.51%2025-09-302025-11-04
FANG DIAMONDBACK ENERGY INC215 shares0.00%2025-09-302025-11-04
SMH VANECK ETF TRUST94 shares11.90%2025-09-302025-11-04
TIP ISHARES TR276 shares0.00%2025-09-302025-11-04
HPQ HP INC1.1K shares40.66%2025-09-302025-11-04
A AGILENT TECHNOLOGIES INC236 shares490.00%2025-09-302025-11-04
BND VANGUARD BD INDEX FDS406 shares0.00%2025-09-302025-11-04
VCIT VANGUARD SCOTTSDALE FDS358 shares0.00%2025-09-302025-11-04
AJG GALLAGHER ARTHUR J & CO97 shares870.00%2025-09-302025-11-04
FOXA FOX CORP473 shares59.26%2025-09-302025-11-04
MDY SPDR S&P MIDCAP 400 ETF TR50 shares0.00%2025-09-302025-11-04
IXJ ISHARES TR336 shares0.00%2025-09-302025-11-04
CME CME GROUP INC110 shares5.77%2025-09-302025-11-04
ETR ENTERGY CORP NEW317 shares56.93%2025-09-302025-11-04
FCX FREEPORT-MCMORAN INC748 shares6.55%2025-09-302025-11-04
PBP INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2025-09-302025-11-04
NOC NORTHROP GRUMMAN CORP48 shares200.00%2025-09-302025-11-04
SGOV ISHARES TR290 shares0.00%2025-09-302025-11-04
DE DEERE & CO63 shares-33.68%2025-09-302025-11-04
PRU PRUDENTIAL FINL INC276 shares0.00%2025-09-302025-11-04
XSD SPDR SERIES TRUST88 shares0.00%2025-09-302025-11-04
OWL BLUE OWL CAPITAL INC1.7K shares-4.65%2025-09-302025-11-04
ARKQ ARK ETF TR251 shares0.00%2025-09-302025-11-04
MOAT VANECK ETF TRUST281 shares2.55%2025-09-302025-11-04
MSTR STRATEGY INC86 shares65.38%2025-09-302025-11-04
APTV APTIV PLC319 shares3.91%2025-09-302025-11-04
WBD WARNER BROS DISCOVERY INC1.4K shares152.06%2025-09-302025-11-04
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available