The Analysis of Plancorp, LLC's Holdings


Currently, Plancorp, LLC holds 379 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in VTI (+122.5K shares, valued at $40.2M), AAUS (+694.7K shares, valued at $37.5M), DFIC (+582.4K shares, valued at $19.1M); decreased their positions in DFUV (-169.6K shares, valued at $7.6M), DFAC (-138.5K shares, valued at $5.3M), SGOV (-35.7K shares, valued at $3.6M); initiated new positions in AAUS (+694.7K shares, valued at $37.5M), TLT (+6.6K shares, valued at $593.2K), VCRB (+7.4K shares, valued at $583.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST10.6M shares-1.29%2025-09-302025-10-15history
DFUS DIMENSIONAL ETF TRUST4.6M shares-0.50%2025-09-302025-10-15history
VTI VANGUARD INDEX FDS934.4K shares15.09%2025-09-302025-10-15history
DFUV DIMENSIONAL ETF TRUST5.8M shares-2.82%2025-09-302025-10-15history
DFIV DIMENSIONAL ETF TRUST3.4M shares5.05%2025-09-302025-10-15history
DFAX DIMENSIONAL ETF TRUST4.1M shares-0.88%2025-09-302025-10-15history
AVUV AMERICAN CENTY ETF TR1.3M shares11.22%2025-09-302025-10-15history
LRGF ISHARES TR1.8M shares3.67%2025-09-302025-10-15history
Sponsored
DFAS DIMENSIONAL ETF TRUST1.3M shares-2.99%2025-09-302025-10-15history
DFAT DIMENSIONAL ETF TRUST1.5M shares-3.59%2025-09-302025-10-15history
DFIC DIMENSIONAL ETF TRUST2.2M shares35.95%2025-09-302025-10-15history
AVDE AMERICAN CENTY ETF TR873.5K shares-0.81%2025-09-302025-10-15history
AVUS AMERICAN CENTY ETF TR523.6K shares-1.23%2025-09-302025-10-15history
VOO VANGUARD INDEX FDS67.7K shares2.26%2025-09-302025-10-15history
EMR EMERSON ELEC CO314.3K shares0.00%2025-09-302025-10-15history
AAUS EA SERIES TRUST694.7K sharesnew addition2025-09-302025-10-15history
Sponsored
DFAU DIMENSIONAL ETF TRUST794.8K shares-0.19%2025-09-302025-10-15history
SCZ ISHARES TR413.6K shares-0.14%2025-09-302025-10-15history
AAPL APPLE INC119.1K shares-5.22%2025-09-302025-10-15history
BUSE FIRST BUSEY CORP1.3M shares0.00%2025-09-302025-10-15history
DFEM DIMENSIONAL ETF TRUST711.2K shares35.61%2025-09-302025-10-15history
VEA VANGUARD TAX-MANAGED FDS365.9K shares3.59%2025-09-302025-10-15history
DFAI DIMENSIONAL ETF TRUST599.5K shares0.19%2025-09-302025-10-15history
MSFT MICROSOFT CORP35.7K shares-6.27%2025-09-302025-10-15history
Sponsored
ITOT ISHARES TR125.9K shares-3.13%2025-09-302025-10-15history
EFV ISHARES TR252.5K shares0.02%2025-09-302025-10-15history
AVDV AMERICAN CENTY ETF TR176.1K shares0.11%2025-09-302025-10-15history
AVEM AMERICAN CENTY ETF TR199.0K shares-1.22%2025-09-302025-10-15history
VV VANGUARD INDEX FDS39.3K shares-0.08%2025-09-302025-10-15history
AEM AGNICO EAGLE MINES LTD69.4K shares-1.05%2025-09-302025-10-15history
VNQ VANGUARD INDEX FDS126.0K shares0.86%2025-09-302025-10-15history
IVLU ISHARES TR321.3K shares-0.98%2025-09-302025-10-15history
Sponsored
SPY SPDR S&P 500 ETF TR17.0K shares-2.23%2025-09-302025-10-15history
ESGU ISHARES TR76.9K shares-2.40%2025-09-302025-10-15history
IEFA ISHARES TR124.9K shares-0.03%2025-09-302025-10-15history
DFSV DIMENSIONAL ETF TRUST304.2K shares5.87%2025-09-302025-10-15history
VXF VANGUARD INDEX FDS44.3K shares4.19%2025-09-302025-10-15history
AMZN AMAZON COM INC41.1K shares-4.15%2025-09-302025-10-15history
NVDA NVIDIA CORPORATION47.7K shares-4.35%2025-09-302025-10-15history
BRK.B BERKSHIRE HATHAWAY INC DEL17.7K shares-4.28%2025-09-302025-10-15history
Sponsored
LLY ELI LILLY & CO11.5K shares-10.03%2025-09-302025-10-15history
HMY HARMONY GOLD MINING CO LTD481.9K shares0.00%2025-09-302025-10-15history
B BARRICK MNG CORP260.3K shares0.00%2025-09-302025-10-15history
DFNM DIMENSIONAL ETF TRUST166.5K shares1.41%2025-09-302025-10-15history
VWO VANGUARD INTL EQUITY INDEX F144.5K shares3.46%2025-09-302025-10-15history
SCHD SCHWAB STRATEGIC TR266.1K shares-1.33%2025-09-302025-10-15history
GOOGL ALPHABET INC29.4K shares-6.39%2025-09-302025-10-15history
META META PLATFORMS INC9.7K shares-7.42%2025-09-302025-10-15history
Sponsored
CDE COEUR MNG INC378.8K shares2.75%2025-09-302025-10-15history
AVMU AMERICAN CENTY ETF TR144.8K shares0.00%2025-09-302025-10-15history
AVIG AMERICAN CENTY ETF TR148.5K shares4.29%2025-09-302025-10-15history
DCOR DIMENSIONAL ETF TRUST86.0K shares0.00%2025-09-302025-10-15history
XOM EXXON MOBIL CORP52.2K shares-3.86%2025-09-302025-10-15history
PLD PROLOGIS INC.50.9K shares-0.69%2025-09-302025-10-15history
WMT WALMART INC55.9K shares-12.82%2025-09-302025-10-15history
EFSC ENTERPRISE FINL SVCS CORP96.5K shares0.02%2025-09-302025-10-15history
Sponsored
PG PROCTER AND GAMBLE CO33.9K shares-4.18%2025-09-302025-10-15history
BAC BANK AMERICA CORP96.5K shares-7.01%2025-09-302025-10-15history
DFAW DIMENSIONAL ETF TRUST68.3K shares41.65%2025-09-302025-10-15history
SCHA SCHWAB STRATEGIC TR175.5K shares-13.18%2025-09-302025-10-15history
VB VANGUARD INDEX FDS18.9K shares-2.59%2025-09-302025-10-15history
FNV FRANCO NEV CORP21.3K shares-0.37%2025-09-302025-10-15history
WPM WHEATON PRECIOUS METALS CORP40.6K shares-0.36%2025-09-302025-10-15history
IEMG ISHARES INC65.3K shares0.12%2025-09-302025-10-15history
Sponsored
IWB ISHARES TR11.3K shares-2.76%2025-09-302025-10-15history
VUG VANGUARD INDEX FDS8.5K shares-4.19%2025-09-302025-10-15history
AVSF AMERICAN CENTY ETF TR85.7K shares0.00%2025-09-302025-10-15history
QQQ INVESCO QQQ TR6.7K shares-24.36%2025-09-302025-10-15history
DFLV DIMENSIONAL ETF TRUST121.9K shares0.16%2025-09-302025-10-15history
GOOG ALPHABET INC16.4K shares1.65%2025-09-302025-10-15history
ABBV ABBVIE INC17.3K shares-4.71%2025-09-302025-10-15history
DFAE DIMENSIONAL ETF TRUST125.4K shares0.04%2025-09-302025-10-15history
Sponsored
SUSB ISHARES TR147.3K shares0.00%2025-09-302025-10-15history
AVGO BROADCOM INC11.2K shares-5.85%2025-09-302025-10-15history
UNH UNITEDHEALTH GROUP INC10.2K shares-14.67%2025-09-302025-10-15history
TSLA TESLA INC7.7K shares-13.87%2025-09-302025-10-15history
UNP UNION PAC CORP14.3K shares-0.04%2025-09-302025-10-15history
GE GE AEROSPACE11.2K shares-7.01%2025-09-302025-10-15history
MCD MCDONALDS CORP11.0K shares-1.75%2025-09-302025-10-15history
ESGD ISHARES TR36.0K shares-0.39%2025-09-302025-10-15history
Sponsored
PEP PEPSICO INC23.6K shares-1.18%2025-09-302025-10-15history
POST POST HLDGS INC30.4K shares-2.49%2025-09-302025-10-15history
AVIV AMERICAN CENTY ETF TR48.3K shares0.00%2025-09-302025-10-15history
JPM JPMORGAN CHASE & CO.10.1K shares-6.69%2025-09-302025-10-15history
CBSH COMMERCE BANCSHARES INC52.0K shares0.03%2025-09-302025-10-15history
ORCL ORACLE CORP10.5K shares-9.88%2025-09-302025-10-15history
JNJ JOHNSON & JOHNSON15.8K shares-8.05%2025-09-302025-10-15history
DVY ISHARES TR20.2K shares0.00%2025-09-302025-10-15history
Sponsored
ABT ABBOTT LABS21.2K shares-2.23%2025-09-302025-10-15history
AGI ALAMOS GOLD INC NEW80.5K shares0.00%2025-09-302025-10-15history
IWF ISHARES TR5.8K shares-7.09%2025-09-302025-10-15history
BSV VANGUARD BD INDEX FDS34.2K shares0.21%2025-09-302025-10-15history
AVLC AMERICAN CENTY ETF TR35.2K shares2.94%2025-09-302025-10-15history
MA MASTERCARD INCORPORATED4.6K shares-8.72%2025-09-302025-10-15history
PFE PFIZER INC101.8K shares0.36%2025-09-302025-10-15history
AVLV AMERICAN CENTY ETF TR35.6K shares0.00%2025-09-302025-10-15history
Sponsored
MGK VANGUARD WORLD FD6.4K shares0.00%2025-09-302025-10-15history
IMO IMPERIAL OIL LTD28.1K shares0.00%2025-09-302025-10-15history
SCHX SCHWAB STRATEGIC TR94.2K shares-29.21%2025-09-302025-10-15history
VTV VANGUARD INDEX FDS13.2K shares-15.32%2025-09-302025-10-15history
VBR VANGUARD INDEX FDS11.8K shares-6.47%2025-09-302025-10-15history
USB US BANCORP DEL49.3K shares-1.67%2025-09-302025-10-15history
HD HOME DEPOT INC5.8K shares-1.45%2025-09-302025-10-15history
RDDT REDDIT INC10.2K shares-18.81%2025-09-302025-10-15history
Sponsored
IJR ISHARES TR19.1K shares-8.52%2025-09-302025-10-15history
VO VANGUARD INDEX FDS7.1K shares1.84%2025-09-302025-10-15history
ORLY OREILLY AUTOMOTIVE INC19.2K shares-1.98%2025-09-302025-10-15history
COST COSTCO WHSL CORP NEW2.2K shares-22.72%2025-09-302025-10-15history
IBM INTERNATIONAL BUSINESS MACHS7.3K shares-0.03%2025-09-302025-10-15history
ESE ESCO TECHNOLOGIES INC9.6K shares0.00%2025-09-302025-10-15history
GEV GE VERNOVA INC3.2K shares-6.19%2025-09-302025-10-15history
VXUS VANGUARD STAR FDS26.2K shares2.81%2025-09-302025-10-15history
Sponsored
BA BOEING CO8.8K shares-14.06%2025-09-302025-10-15history
IVV ISHARES TR2.8K shares-38.57%2025-09-302025-10-15history
CVX CHEVRON CORP NEW12.0K shares4.98%2025-09-302025-10-15history
V VISA INC5.3K shares-16.70%2025-09-302025-10-15history
SGOV ISHARES TR16.8K shares-68.07%2025-09-302025-10-15history
AVSC AMERICAN CENTY ETF TR29.3K shares0.00%2025-09-302025-10-15history
PAAS PAN AMERN SILVER CORP41.9K shares0.00%2025-09-302025-10-15history
RGLD ROYAL GOLD INC8.1K shares-0.02%2025-09-302025-10-15history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F22.6K shares8.96%2025-09-302025-10-15history
NVS NOVARTIS AG12.3K shares0.00%2025-09-302025-10-15history
AEE AMEREN CORP15.1K shares4.77%2025-09-302025-10-15history
VGT VANGUARD WORLD FD2.1K shares-7.33%2025-09-302025-10-15history
CSCO CISCO SYS INC22.3K shares-9.02%2025-09-302025-10-15history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-15history
VLUE ISHARES TR11.6K shares57.63%2025-09-302025-10-15history
NFLX NETFLIX INC1.2K shares-6.26%2025-09-302025-10-15history
Sponsored
QCOM QUALCOMM INC8.5K shares-2.38%2025-09-302025-10-15history
SUB ISHARES TR13.1K shares-21.67%2025-09-302025-10-15history
DMXF ISHARES TR18.2K shares0.00%2025-09-302025-10-15history
AVIE AMERICAN CENTY ETF TR21.5K shares0.09%2025-09-302025-10-15history
AXP AMERICAN EXPRESS CO4.0K shares-0.35%2025-09-302025-10-15history
PLTR PALANTIR TECHNOLOGIES INC7.3K shares-8.05%2025-09-302025-10-15history
CAT CATERPILLAR INC2.8K shares-0.93%2025-09-302025-10-15history
CMCSA COMCAST CORP NEW41.7K shares-11.03%2025-09-302025-10-15history
Sponsored
IGSB ISHARES TR24.0K shares21.77%2025-09-302025-10-15history
MDY SPDR S&P MIDCAP 400 ETF TR2.1K shares-1.57%2025-09-302025-10-15history
PM PHILIP MORRIS INTL INC7.8K shares-2.89%2025-09-302025-10-15history
ADP AUTOMATIC DATA PROCESSING IN4.3K shares-9.89%2025-09-302025-10-15history
WFC WELLS FARGO CO NEW14.8K shares-1.72%2025-09-302025-10-15history
NEE NEXTERA ENERGY INC16.3K shares1.26%2025-09-302025-10-15history
T AT&T INC43.4K shares-5.29%2025-09-302025-10-15history
ACN ACCENTURE PLC IRELAND4.9K shares153.70%2025-09-302025-10-15history
Sponsored
IWM ISHARES TR4.9K shares-1.94%2025-09-302025-10-15history
SCHG SCHWAB STRATEGIC TR35.7K shares-55.33%2025-09-302025-10-15history
SCHB SCHWAB STRATEGIC TR44.3K shares-2.54%2025-09-302025-10-15history
SAND SANDSTORM GOLD LTD90.4K shares0.00%2025-09-302025-10-15history
OEF ISHARES TR3.4K shares0.00%2025-09-302025-10-15history
CRM SALESFORCE INC4.7K shares-19.99%2025-09-302025-10-15history
MRK MERCK & CO INC12.9K shares-9.27%2025-09-302025-10-15history
GBTC GRAYSCALE BITCOIN TRUST ETF11.7K shares-3.30%2025-09-302025-10-15history
Sponsored
SF STIFEL FINL CORP9.2K shares0.14%2025-09-302025-10-15history
VYM VANGUARD WHITEHALL FDS7.4K shares-6.59%2025-09-302025-10-15history
KO COCA COLA CO15.6K shares-12.27%2025-09-302025-10-15history
IJH ISHARES TR15.4K shares-3.47%2025-09-302025-10-15history
AVDS AMERICAN CENTY ETF TR14.8K shares6.63%2025-09-302025-10-15history
AVMC AMERICAN CENTY ETF TR14.2K shares0.00%2025-09-302025-10-15history
SMLF ISHARES TR13.2K shares0.72%2025-09-302025-10-15history
GDX VANECK ETF TRUST12.3K shares0.00%2025-09-302025-10-15history
Sponsored
VOT VANGUARD INDEX FDS3.1K shares-3.68%2025-09-302025-10-15history
ETHE GRAYSCALE ETHEREUM TRUST ETF26.6K shares-1.30%2025-09-302025-10-15history
RTX RTX CORPORATION5.3K shares3.22%2025-09-302025-10-15history
FELE FRANKLIN ELEC INC8.9K shares-10.91%2025-09-302025-10-15history
AMD ADVANCED MICRO DEVICES INC5.2K shares12.37%2025-09-302025-10-15history
AMGN AMGEN INC3.0K shares-4.88%2025-09-302025-10-15history
IWP ISHARES TR5.9K shares-13.63%2025-09-302025-10-15history
BNDX VANGUARD CHARLOTTE FDS16.7K shares-1.10%2025-09-302025-10-15history
Sponsored
CLMT CALUMET INC45.0K shares0.00%2025-09-302025-10-15history
BKNG BOOKING HOLDINGS INC149 shares2.76%2025-09-302025-10-15history
VRT VERTIV HOLDINGS CO5.3K shares1.28%2025-09-302025-10-15history
MSTR STRATEGY INC2.5K shares-0.04%2025-09-302025-10-15history
MMM 3M CO5.1K shares0.82%2025-09-302025-10-15history
ENR ENERGIZER HLDGS INC NEW31.9K shares-9.88%2025-09-302025-10-15history
AVGE AMERICAN CENTY ETF TR9.3K shares1.54%2025-09-302025-10-15history
CL COLGATE PALMOLIVE CO9.6K shares-0.97%2025-09-302025-10-15history
Sponsored
PANW PALO ALTO NETWORKS INC3.7K shares-2.54%2025-09-302025-10-15history
YUM YUM BRANDS INC5.0K shares0.12%2025-09-302025-10-15history
MCK MCKESSON CORP971 shares-1.92%2025-09-302025-10-15history
VT VANGUARD INTL EQUITY INDEX F5.3K shares-0.04%2025-09-302025-10-15history
IONS IONIS PHARMACEUTICALS INC11.2K shares0.00%2025-09-302025-10-15history
RS RELIANCE INC2.6K shares-0.88%2025-09-302025-10-15history
LIN LINDE PLC1.5K shares-0.52%2025-09-302025-10-15history
VZ VERIZON COMMUNICATIONS INC16.3K shares-24.71%2025-09-302025-10-15history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF10.9K shares25.22%2025-09-302025-10-15history
GS GOLDMAN SACHS GROUP INC880 shares-2.87%2025-09-302025-10-15history
GILD GILEAD SCIENCES INC6.3K shares-1.56%2025-09-302025-10-15history
HCA HCA HEALTHCARE INC1.6K shares-1.58%2025-09-302025-10-15history
IVW ISHARES TR5.7K shares-12.25%2025-09-302025-10-15history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares0.04%2025-09-302025-10-15history
TXN TEXAS INSTRS INC3.7K shares-6.76%2025-09-302025-10-15history
OKLO OKLO INC6.1K shares1.21%2025-09-302025-10-15history
Sponsored
INTU INTUIT994 shares-1.39%2025-09-302025-10-15history
TJX TJX COS INC NEW4.7K shares-14.55%2025-09-302025-10-15history
RF REGIONS FINANCIAL CORP NEW25.7K shares0.50%2025-09-302025-10-15history
SCHV SCHWAB STRATEGIC TR23.1K shares-43.78%2025-09-302025-10-15history
IBRX IMMUNITYBIO INC271.5K shares-0.00%2025-09-302025-10-15history
MDLZ MONDELEZ INTL INC10.7K shares-1.18%2025-09-302025-10-15history
DHR DANAHER CORPORATION3.4K shares-6.53%2025-09-302025-10-15history
ECL ECOLAB INC2.4K shares-3.33%2025-09-302025-10-15history
Sponsored
ETN EATON CORP PLC1.8K shares3.77%2025-09-302025-10-15history
AFL AFLAC INC5.8K shares-0.74%2025-09-302025-10-15history
DIS DISNEY WALT CO5.6K shares-16.70%2025-09-302025-10-15history
CB CHUBB LIMITED2.2K shares-20.52%2025-09-302025-10-15history
EPC EDGEWELL PERS CARE CO30.8K shares-10.23%2025-09-302025-10-15history
ESGE ISHARES INC14.2K shares-0.49%2025-09-302025-10-15history
AMAT APPLIED MATLS INC2.9K shares1.17%2025-09-302025-10-15history
TLT ISHARES TR6.6K sharesnew addition2025-09-302025-10-15history
Sponsored
MO ALTRIA GROUP INC8.9K shares-0.23%2025-09-302025-10-15history
VCRB VANGUARD MALVERN FDS7.4K sharesnew addition2025-09-302025-10-15history
SCHF SCHWAB STRATEGIC TR24.9K shares-0.65%2025-09-302025-10-15history
GLW CORNING INC6.8K shares-24.50%2025-09-302025-10-15history
VBK VANGUARD INDEX FDS1.8K shares-9.44%2025-09-302025-10-15history
NKE NIKE INC7.8K shares-0.94%2025-09-302025-10-15history
SHEL SHELL PLC7.5K shares0.00%2025-09-302025-10-15history
ELV ELEVANCE HEALTH INC FORMERLY1.6K shares1.25%2025-09-302025-10-15history
Sponsored
CI THE CIGNA GROUP1.8K shares-5.14%2025-09-302025-10-15history
EFG ISHARES TR4.6K shares0.00%2025-09-302025-10-15history
TMO THERMO FISHER SCIENTIFIC INC1.1K shares15.07%2025-09-302025-10-15history
NBH NEUBERGER BERMAN MUN FD INC50.0K shares0.00%2025-09-302025-10-15history
DFCF DIMENSIONAL ETF TRUST12.1K shares1.13%2025-09-302025-10-15history
WWD WOODWARD INC2.0K shares0.00%2025-09-302025-10-15history
NSC NORFOLK SOUTHN CORP1.6K shares0.74%2025-09-302025-10-15history
BMY BRISTOL-MYERS SQUIBB CO10.9K shares1.10%2025-09-302025-10-15history
Sponsored
KMI KINDER MORGAN INC DEL17.4K shares-3.90%2025-09-302025-10-15history
VIG VANGUARD SPECIALIZED FUNDS2.3K shares-6.22%2025-09-302025-10-15history
MTB M & T BK CORP2.5K shares0.04%2025-09-302025-10-15history
REGN REGENERON PHARMACEUTICALS859 shares-2.39%2025-09-302025-10-15history
CTVA CORTEVA INC7.1K shares-0.85%2025-09-302025-10-15history
WEC WEC ENERGY GROUP INC4.2K shares-0.10%2025-09-302025-10-15history
HON HONEYWELL INTL INC2.2K shares-2.22%2025-09-302025-10-15history
MPC MARATHON PETE CORP2.4K shares-8.63%2025-09-302025-10-15history
Sponsored
UNM UNUM GROUP5.9K shares-0.95%2025-09-302025-10-15history
SYY SYSCO CORP5.6K shares0.61%2025-09-302025-10-15history
DIA SPDR DOW JONES INDL AVERAGE988 shares0.30%2025-09-302025-10-15history
MS MORGAN STANLEY2.9K shares2.00%2025-09-302025-10-15history
DFGP DIMENSIONAL ETF TRUST8.1K shares0.00%2025-09-302025-10-15history
IWV ISHARES TR1.2K shares0.00%2025-09-302025-10-15history
SCHM SCHWAB STRATEGIC TR15.1K shares-11.90%2025-09-302025-10-15history
MU MICRON TECHNOLOGY INC2.6K shares16.42%2025-09-302025-10-15history
Sponsored
LOW LOWES COS INC1.8K shares-14.34%2025-09-302025-10-15history
RXRX RECURSION PHARMACEUTICALS IN89.5K shares0.00%2025-09-302025-10-15history
CNC CENTENE CORP DEL11.9K shares-4.64%2025-09-302025-10-15history
FWONK LIBERTY MEDIA CORP DEL4.1K shares-10.99%2025-09-302025-10-15history
IWR ISHARES TR4.4K shares-9.21%2025-09-302025-10-15history
AVSD AMERICAN CENTY ETF TR5.8K shares0.00%2025-09-302025-10-15history
PRF INVESCO EXCHANGE TRADED FD T9.2K shares6.57%2025-09-302025-10-15history
SO SOUTHERN CO4.4K shares-0.34%2025-09-302025-10-15history
Sponsored
FAST FASTENAL CO8.3K shares-20.09%2025-09-302025-10-15history
APP APPLOVIN CORP564 sharesnew addition2025-09-302025-10-15history
COR CENCORA INC1.3K sharesnew addition2025-09-302025-10-15history
COIN COINBASE GLOBAL INC1.2K shares-2.22%2025-09-302025-10-15history
AVMV AMERICAN CENTY ETF TR5.8K shares0.00%2025-09-302025-10-15history
PGR PROGRESSIVE CORP1.6K shares-9.95%2025-09-302025-10-15history
SLV ISHARES SILVER TR9.3K shares-2.10%2025-09-302025-10-15history
NOW SERVICENOW INC429 shares-6.54%2025-09-302025-10-15history
Sponsored
LMT LOCKHEED MARTIN CORP789 shares-13.49%2025-09-302025-10-15history
VTWV VANGUARD SCOTTSDALE FDS2.5K shares-41.94%2025-09-302025-10-15history
UBER UBER TECHNOLOGIES INC4.0K shares-16.43%2025-09-302025-10-15history
PSX PHILLIPS 662.9K shares-18.63%2025-09-302025-10-15history
DUHP DIMENSIONAL ETF TRUST10.3K shares0.28%2025-09-302025-10-15history
AVSU AMERICAN CENTY ETF TR5.3K shares0.00%2025-09-302025-10-15history
TRV TRAVELERS COMPANIES INC1.4K shares-0.73%2025-09-302025-10-15history
AZO AUTOZONE INC89 shares0.00%2025-09-302025-10-15history
Sponsored
SRE SEMPRA4.2K shares1.50%2025-09-302025-10-15history
BP BP PLC10.8K shares-6.75%2025-09-302025-10-15history
AVSE AMERICAN CENTY ETF TR5.8K shares0.00%2025-09-302025-10-15history
FDX FEDEX CORP1.5K shares1.57%2025-09-302025-10-15history
KLAC KLA CORP338 shares-4.25%2025-09-302025-10-15history
ROK ROCKWELL AUTOMATION INC1.0K shares-0.19%2025-09-302025-10-15history
MMD NYLI MACKAY DEFINEDTERM MUNI23.8K shares41.65%2025-09-302025-10-15history
SCHE SCHWAB STRATEGIC TR10.8K shares5.23%2025-09-302025-10-15history
Sponsored
COP CONOCOPHILLIPS3.8K shares-10.72%2025-09-302025-10-15history
EPD ENTERPRISE PRODS PARTNERS L11.3K shares0.34%2025-09-302025-10-15history
CAH CARDINAL HEALTH INC2.1K shares-0.61%2025-09-302025-10-15history
EXEL EXELIXIS INC8.1K shares-0.07%2025-09-302025-10-15history
WM WASTE MGMT INC DEL1.5K shares-10.45%2025-09-302025-10-15history
VOE VANGUARD INDEX FDS1.9K shares-17.95%2025-09-302025-10-15history
IWD ISHARES TR1.6K shares-42.09%2025-09-302025-10-15history
DHI D R HORTON INC2.0K shares-4.41%2025-09-302025-10-15history
Sponsored
LRCX LAM RESEARCH CORP2.5K shares-3.97%2025-09-302025-10-15history
RCL ROYAL CARIBBEAN GROUP1.0K shares-2.30%2025-09-302025-10-15history
DE DEERE & CO712 shares-10.10%2025-09-302025-10-15history
BNY BLACKROCK N Y MUN INCOME TRU32.1K shares0.00%2025-09-302025-10-15history
BX BLACKSTONE INC1.9K shares1.78%2025-09-302025-10-15history
GLD SPDR GOLD TR907 shares6.71%2025-09-302025-10-15history
MAR MARRIOTT INTL INC NEW1.2K shares-0.24%2025-09-302025-10-15history
MAIN MAIN STR CAP CORP5.0K shares0.00%2025-09-302025-10-15history
Sponsored
SYK STRYKER CORPORATION862 shares-29.80%2025-09-302025-10-15history
ESGV VANGUARD WORLD FD2.7K sharesnew addition2025-09-302025-10-15history
C CITIGROUP INC3.1K shares-3.21%2025-09-302025-10-15history
U UNITY SOFTWARE INC7.9K sharesnew addition2025-09-302025-10-15history
BLK BLACKROCK INC267 shares-19.09%2025-09-302025-10-15history
RMI RIVERNORTH OPPORTUNISTIC MUN21.1K sharesnew addition2025-09-302025-10-15history
BK BANK NEW YORK MELLON CORP2.8K shares-1.50%2025-09-302025-10-15history
EXI ISHARES TR1.8K shares0.00%2025-09-302025-10-15history
Sponsored
MGV VANGUARD WORLD FD2.2K shares0.00%2025-09-302025-10-15history
XLK SELECT SECTOR SPDR TR1.1K sharesnew addition2025-09-302025-10-15history
URI UNITED RENTALS INC309 shares-13.69%2025-09-302025-10-15history
BSX BOSTON SCIENTIFIC CORP3.0K shares-3.36%2025-09-302025-10-15history
SPGI S&P GLOBAL INC605 shares-11.03%2025-09-302025-10-15history
DFSD DIMENSIONAL ETF TRUST6.0K shares1.43%2025-09-302025-10-15history
BDX BECTON DICKINSON & CO1.5K shares11.74%2025-09-302025-10-15history
ITW ILLINOIS TOOL WKS INC1.1K shares-18.59%2025-09-302025-10-15history
Sponsored
TDG TRANSDIGM GROUP INC217 shares0.00%2025-09-302025-10-15history
EFA ISHARES TR3.0K shares-6.16%2025-09-302025-10-15history
BSVO EA SERIES TRUST12.5K shares0.00%2025-09-302025-10-15history
INTC INTEL CORP8.3K sharesnew addition2025-09-302025-10-15history
IXN ISHARES TR2.7K shares0.00%2025-09-302025-10-15history
GBDC GOLUB CAP BDC INC20.1K shares0.00%2025-09-302025-10-15history
SDY SPDR SERIES TRUST1.9K shares0.62%2025-09-302025-10-15history
KMB KIMBERLY-CLARK CORP2.2K shares-7.68%2025-09-302025-10-15history
Sponsored
VONV VANGUARD SCOTTSDALE FDS3.0K shares-69.44%2025-09-302025-10-15history
TT TRANE TECHNOLOGIES PLC638 shares0.79%2025-09-302025-10-15history
PRU PRUDENTIAL FINL INC2.6K shares0.50%2025-09-302025-10-15history
GEHC GE HEALTHCARE TECHNOLOGIES I3.5K shares-8.26%2025-09-302025-10-15history
NOC NORTHROP GRUMMAN CORP429 shares1.66%2025-09-302025-10-15history
SNPS SYNOPSYS INC529 shares-0.19%2025-09-302025-10-15history
BMO BANK MONTREAL QUE2.0K shares0.05%2025-09-302025-10-15history
ROP ROPER TECHNOLOGIES INC506 shares-14.09%2025-09-302025-10-15history
Sponsored
RIOT RIOT PLATFORMS INC13.2K shares-0.89%2025-09-302025-10-15history
CME CME GROUP INC917 shares10.62%2025-09-302025-10-15history
TSCO TRACTOR SUPPLY CO4.3K shares-15.39%2025-09-302025-10-15history
AVXC AMERICAN CENTY ETF TR4.1K shares0.00%2025-09-302025-10-15history
AVMA AMERICAN CENTY ETF TR3.8K shares0.00%2025-09-302025-10-15history
LNC LINCOLN NATL CORP IND6.0K shares-27.01%2025-09-302025-10-15history
ETHU VOLATILITY SHS TR1.9K sharesnew addition2025-09-302025-10-15history
CDNS CADENCE DESIGN SYSTEM INC682 shares-4.08%2025-09-302025-10-15history
Sponsored
AVGB AMERICAN CENTY ETF TR4.7K sharesnew addition2025-09-302025-10-15history
COF CAPITAL ONE FINL CORP1.1K shares-12.21%2025-09-302025-10-15history
EIM EATON VANCE MUN BD FD23.9K shares139.00%2025-09-302025-10-15history
TMUS T-MOBILE US INC983 shares-5.02%2025-09-302025-10-15history
MUJ BLACKROCK MUNIHLDGS NJ QLTY20.0K sharesnew addition2025-09-302025-10-15history
DUK DUKE ENERGY CORP NEW1.9K shares-0.53%2025-09-302025-10-15history
ADBE ADOBE INC652 shares-13.64%2025-09-302025-10-15history
ARCC ARES CAPITAL CORP11.2K shares0.00%2025-09-302025-10-15history
Sponsored
CEG CONSTELLATION ENERGY CORP692 shares-4.02%2025-09-302025-10-15history
GD GENERAL DYNAMICS CORP664 shares-25.73%2025-09-302025-10-15history
TNGY TORTOISE CAPITAL SERIES TRUS24.9K shares1.26%2025-09-302025-10-15history
MARA MARA HOLDINGS INC12.3K sharesnew addition2025-09-302025-10-15history
EXPE EXPEDIA GROUP INC1.0K shares-11.87%2025-09-302025-10-15history
BIIB BIOGEN INC1.6K shares-0.68%2025-09-302025-10-15history
MYI BLACKROCK MUNIYIELD QUALITY20.0K sharesnew addition2025-09-302025-10-15history
RFMZ RIVERNORTH FLEXIBLE MUNI INC16.8K shares0.00%2025-09-302025-10-15history
Sponsored
SCHW SCHWAB CHARLES CORP2.3K shares-29.02%2025-09-302025-10-15history
ANET ARISTA NETWORKS INC1.5K sharesnew addition2025-09-302025-10-15history
HOOD ROBINHOOD MKTS INC1.5K sharesnew addition2025-09-302025-10-15history
IWO ISHARES TR677 shares-65.34%2025-09-302025-10-15history
AMP AMERIPRISE FINL INC440 shares-2.65%2025-09-302025-10-15history
NFRA FLEXSHARES TR3.4K shares0.00%2025-09-302025-10-15history
AXON AXON ENTERPRISE INC299 shares-4.78%2025-09-302025-10-15history
APH AMPHENOL CORP NEW1.7K sharesnew addition2025-09-302025-10-15history
Sponsored
KD KYNDRYL HLDGS INC7.1K shares33.81%2025-09-302025-10-15history
AVUQ AMERICAN CENTY ETF TR3.6K sharesnew addition2025-09-302025-10-15history
MVT BLACKROCK MUNIVEST FD II INC20.0K shares0.00%2025-09-302025-10-15history
CMI CUMMINS INC503 sharesnew addition2025-09-302025-10-15history
AMT AMERICAN TOWER CORP NEW1.1K shares-23.36%2025-09-302025-10-15history
HUT HUT 8 CORP6.0K sharesnew addition2025-09-302025-10-15history
F FORD MTR CO17.2K shares0.46%2025-09-302025-10-15history
VSS VANGUARD INTL EQUITY INDEX F1.4K sharesnew addition2025-09-302025-10-15history
Sponsored
GUNR FLEXSHARES TR4.7K sharesnew addition2025-09-302025-10-15history
MSI MOTOROLA SOLUTIONS INC443 sharesnew addition2025-09-302025-10-15history
CEV EATON VANCE CALIF MUN INCOM20.0K shares0.00%2025-09-302025-10-15history
BDJ BLACKROCK ENHANCED EQUITY DI22.0K shares0.00%2025-09-302025-10-15history
AUR AURORA INNOVATION INC32.2K shares23.39%2025-09-302025-10-15history
CLSK CLEANSPARK INC11.1K shares0.00%2025-09-302025-10-15history
HIVE HIVE DIGITAL TECHNOLOGIES LT35.0K shares0.00%2025-09-302025-10-15history
MHD BLACKROCK MUNIHOLDINGS FD IN10.0K shares0.00%2025-09-302025-10-15history
Sponsored
DMB BNY MELLON MUN BD INFRASTRUC10.0K shares0.00%2025-09-302025-10-15history
APPS DIGITAL TURBINE INC15.0K shares0.00%2025-09-302025-10-15history
HYT BLACKROCK CORPOR HI YLD FD I10.0K shares0.00%2025-09-302025-10-15history
EARN ELLINGTON CREDIT COMPANY15.0K shares0.00%2025-09-302025-10-15history
BTX BLACKROCK TECH AND PRIVATE E10.0K shares0.00%2025-09-302025-10-15history
HL HECLA MNG CO10.0K sharesnew addition2025-09-302025-10-15history
PPTA PERPETUA RESOURCES CORP10.0K sharesnew addition2025-09-302025-10-15history
BTBT BIT DIGITAL INC15.5K shares0.00%2025-09-302025-10-15history
Sponsored
GNLX GENELUX CORPORATION10.0K shares0.00%2025-09-302025-10-15history
UEC URANIUM ENERGY CORP10.0K sharesnew addition2025-09-302025-10-15history
GORO GOLD RESOURCE CORP20.0K sharesnew addition2025-09-302025-10-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available