The Analysis of Plante Moran Financial Advisors, LLC's Holdings
Currently, Plante Moran Financial Advisors, LLC holds 786 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VOO (+96.4K shares, valued at $59.1M), VEA (+168.4K shares, valued at $10.1M), VXF (+25.5K shares, valued at $5.3M); decreased their positions in VV (-10.7K shares, valued at $3.3M), MSFT (-3.7K shares, valued at $1.9M), MUB (-17.6K shares, valued at $1.9M); initiated new positions in BHB (+19.7K shares, valued at $599.8K), VTEB (+6.4K shares, valued at $322.1K), WSBC (+7.2K shares, valued at $229.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD S&P 500 ETF1.5M shares6.83%2025-09-302025-11-05
VXF VANGUARD EXTENDED MARKET ETF733.4K shares3.61%2025-09-302025-11-05 VEA VANGUARD FTSE DEVELOPED MARKETS ETF2.1M shares8.66%2025-09-302025-11-05 VV VANGUARD LARGE-CAP ETF318.8K shares-3.24%2025-09-302025-11-05 MUB ISHARES NATIONAL MUNI BOND ETF243.4K shares-6.73%2025-09-302025-11-05 VBR VANGUARD SMALL CAP VALUE ETF118.4K shares2.98%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TRUST28.8K shares1.14%2025-09-302025-11-05 SCHM SCHWAB U.S. MID-CAP ETF631.0K shares0.77%2025-09-302025-11-05 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF358.1K shares3.29%2025-09-302025-11-05 AAPL APPLE INC COM59.8K shares-3.25%2025-09-302025-11-05 IVV ISHARES CORE S&P 500 ETF14.5K shares17.33%2025-09-302025-11-05 MSFT MICROSOFT CORP COM16.5K shares-18.39%2025-09-302025-11-05 VTI VANGUARD TOTAL STOCK MARKET ETF19.4K shares-0.66%2025-09-302025-11-05 AMZN AMAZON COM INC COM22.8K shares-4.98%2025-09-302025-11-05 VUG VANGUARD GROWTH ETF9.4K shares-8.21%2025-09-302025-11-05 GOOGL ALPHABET INC CAP STK CL A15.8K shares-5.57%2025-09-302025-11-05 PEP PEPSICO INC COM27.3K shares0.08%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW6.9K shares-29.72%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO. COM10.4K shares-17.42%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON COM16.4K shares65.04%2025-09-302025-11-05 GOOG ALPHABET INC CAP STK CL C12.1K shares-2.73%2025-09-302025-11-05 SYK STRYKER CORPORATION COM7.7K shares-7.11%2025-09-302025-11-05 NVDA NVIDIA CORPORATION COM15.2K shares0.51%2025-09-302025-11-05 IWF ISHARES RUSSELL 1000 GROWTH ETF5.3K shares-3.40%2025-09-302025-11-05 QQQ INVESCO QQQ TRUST SERIES I4.0K shares0.73%2025-09-302025-11-05 VOT VANGUARD MID-CAP GROWTH ETF6.6K shares-3.40%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO COM11.2K shares1.76%2025-09-302025-11-05 ORCL ORACLE CORP COM5.9K shares-14.94%2025-09-302025-11-05 DTE DTE ENERGY CO COM11.6K shares-0.08%2025-09-302025-11-05 META META PLATFORMS INC CL A2.1K shares-6.08%2025-09-302025-11-05 EFA ISHARES MSCI EAFE ETF16.2K shares-1.90%2025-09-302025-11-05 HD HOME DEPOT INC COM3.5K shares-5.57%2025-09-302025-11-05 XOM EXXON MOBIL CORP COM12.1K shares0.10%2025-09-302025-11-05 XLK TECHNOLOGY SELECT SECTOR SPDR FUND4.6K shares0.00%2025-09-302025-11-05 PRF INVESCO RAFI US 1000 ETF28.1K shares-4.47%2025-09-302025-11-05 MCD MCDONALDS CORP COM4.1K shares-7.29%2025-09-302025-11-05 VBK VANGUARD SMALL-CAP GROWTH ETF4.2K shares0.48%2025-09-302025-11-05 VO VANGUARD MID-CAP ETF4.2K shares0.83%2025-09-302025-11-05 VGT VANGUARD INFORMATION TECHNOLOGY ETF1.6K shares-0.36%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW COM1.3K shares-13.61%2025-09-302025-11-05 LLY ELI LILLY & CO COM1.5K shares-12.41%2025-09-302025-11-05 VB VANGUARD SMALL-CAP ETF4.4K shares-6.76%2025-09-302025-11-05 IJR ISHARES CORE S&P SMALL CAP ETF8.6K shares1.98%2025-09-302025-11-05 SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF9.6K shares-0.76%2025-09-302025-11-05 CVX CHEVRON CORP NEW COM6.2K shares23.46%2025-09-302025-11-05 IJH ISHARES CORE S&P MID-CAP ETF14.7K shares15.18%2025-09-302025-11-05 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF6.6K shares-11.35%2025-09-302025-11-05 IWD ISHARES RUSSELL 1000 VALUE ETF4.7K shares3.50%2025-09-302025-11-05 V VISA INC COM CL A2.7K shares-9.68%2025-09-302025-11-05 TD TORONTO DOMINION BK ONT COM NEW11.6K shares0.00%2025-09-302025-11-05 IWR ISHARES RUSSELL MIDCAP ETF9.5K shares0.63%2025-09-302025-11-05 TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND3.5K shares0.00%2025-09-302025-11-05 SCHX SCHWAB U.S. LARGE-CAP ETF32.1K shares0.00%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS COM3.0K shares-1.56%2025-09-302025-11-05 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF14.3K shares0.01%2025-09-302025-11-05 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF18.3K shares0.00%2025-09-302025-11-05 DIS DISNEY WALT CO COM7.1K shares-2.15%2025-09-302025-11-05 VIG VANGUARD DIVIDEND APPRECIATION ETF3.6K shares-1.60%2025-09-302025-11-05 BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW CL A2.7K shares-9.22%2025-09-302025-11-05 WM WASTE MGMT INC DEL COM3.2K shares547.34%2025-09-302025-11-05 IWB ISHARES RUSSELL 1000 ETF1.9K shares0.00%2025-09-302025-11-05 AON AON PLC SHS CL A1.9K shares1.06%2025-09-302025-11-05 IVE ISHARES S&P 500 VALUE ETF3.3K shares-6.27%2025-09-302025-11-05 AVGO BROADCOM INC COM2.1K shares-9.23%2025-09-302025-11-05 VTV VANGUARD VALUE ETF3.6K shares-53.64%2025-09-302025-11-05 YUM YUM BRANDS INC COM4.3K shares0.00%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC COM3.8K shares0.00%2025-09-302025-11-05 SPYM SPDR PORTFOLIO S&P 500 ETF7.9K shares3.17%2025-09-302025-11-05 IWM ISHARES RUSSELL 2000 ETF2.5K shares1.49%2025-09-302025-11-05 NEE NEXTERA ENERGY INC COM8.0K shares-3.49%2025-09-302025-11-05 BHB BAR HBR BANKSHARES COM19.7K sharesnew addition2025-09-302025-11-05 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF18.7K shares0.00%2025-09-302025-11-05 TSLA TESLA INC COM1.3K shares-27.63%2025-09-302025-11-05 AMGN AMGEN INC COM2.1K shares0.05%2025-09-302025-11-05 IVW ISHARES S&P 500 GROWTH ETF4.9K shares0.00%2025-09-302025-11-05 MDY SPDR S&P MIDCAP 400 ETF TRUST989 shares0.00%2025-09-302025-11-05 DHR DANAHER CORPORATION COM3.0K shares-4.08%2025-09-302025-11-05 CSCO CISCO SYS INC COM8.4K shares10.26%2025-09-302025-11-05 UNP UNION PAC CORP COM2.4K shares55.42%2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP COM5.8K shares-0.21%2025-09-302025-11-05 ABBV ABBVIE INC COM2.3K shares-8.90%2025-09-302025-11-05 IJK ISHARES S&P MID-CAP 400 GROWTH ETF5.6K shares0.00%2025-09-302025-11-05 DTM DT MIDSTREAM INC COMMON STOCK4.6K shares0.00%2025-09-302025-11-05 SCHF SCHWAB INTERNATIONAL EQUITY ETF22.3K shares131.69%2025-09-302025-11-05 TJX TJX COS INC NEW COM3.6K shares0.62%2025-09-302025-11-05 ABT ABBOTT LABS COM3.8K shares2.17%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC CL A8.0K shares1.54%2025-09-302025-11-05 CMS CMS ENERGY CORP COM6.8K shares-0.97%2025-09-302025-11-05 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF3.5K shares0.00%2025-09-302025-11-05 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF11.1K shares-4.92%2025-09-302025-11-05 RTX RTX CORPORATION COM2.8K shares3.19%2025-09-302025-11-05 CAT CATERPILLAR INC COM977 shares0.00%2025-09-302025-11-05 RPG INVESCO S&P 500 PURE GROWTH ETF9.8K shares0.00%2025-09-302025-11-05 SDY SPDR S&P DIVIDEND ETF3.2K shares-8.34%2025-09-302025-11-05 SO SOUTHERN CO COM4.5K shares4.32%2025-09-302025-11-05 ETN EATON CORP PLC SHS1.1K shares3.14%2025-09-302025-11-05 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF3.0K shares-15.35%2025-09-302025-11-05 VOE VANGUARD MID-CAP VALUE ETF2.4K shares-0.21%2025-09-302025-11-05 RSP INVESCO S&P 500 EQUAL WEIGHT ETF2.2K shares21.08%2025-09-302025-11-05 MA MASTERCARD INCORPORATED CL A740 shares-0.40%2025-09-302025-11-05 WFC WELLS FARGO CO NEW COM5.0K shares2.85%2025-09-302025-11-05 QCOM QUALCOMM INC COM2.5K shares0.16%2025-09-302025-11-05 DE DEERE & CO COM909 shares49.26%2025-09-302025-11-05 NFLX NETFLIX INC COM339 shares-0.88%2025-09-302025-11-05 PRA PROASSURANCE CORP COM16.4K shares0.00%2025-09-302025-11-05 IYW ISHARES U.S. TECHNOLOGY ETF2.0K shares7.54%2025-09-302025-11-05 IEFA ISHARES CORE MSCI EAFE ETF4.4K shares8.46%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC COM1.1K shares-13.71%2025-09-302025-11-05 GLD SPDR GOLD SHARES1.1K shares0.00%2025-09-302025-11-05 FSLR FIRST SOLAR INC COM1.7K shares0.00%2025-09-302025-11-05 EFV ISHARES MSCI EAFE VALUE ETF5.5K shares4.42%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC COM3.3K shares990.67%2025-09-302025-11-05 MGC VANGUARD MEGA CAP ETF1.5K shares0.00%2025-09-302025-11-05 SCHB SCHWAB U.S. BROAD MARKET ETF14.2K shares0.26%2025-09-302025-11-05 QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.9K shares1.74%2025-09-302025-11-05 FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND3.1K shares16.52%2025-09-302025-11-05 GE GE AEROSPACE COM NEW1.2K shares7.26%2025-09-302025-11-05 TRV TRAVELERS COMPANIES INC COM1.3K shares0.00%2025-09-302025-11-05 SCHD SCHWAB US DIVIDEND EQUITY ETF12.7K shares-7.18%2025-09-302025-11-05 IWN ISHARES RUSSELL 2000 VALUE ETF1.9K shares-0.85%2025-09-302025-11-05 VTEB VANGUARD TAX-EXEMPT BOND ETF6.4K sharesnew addition2025-09-302025-11-05 DVY ISHARES SELECT DIVIDEND ETF2.2K shares-3.06%2025-09-302025-11-05 BAC BANK AMERICA CORP COM6.0K shares7.47%2025-09-302025-11-05 GBTC GRAYSCALE BITCOIN TRUST ETF3.4K shares117.86%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING INC COM1.0K shares-13.78%2025-09-302025-11-05 IAU ISHARES GOLD TRUST4.1K shares50.09%2025-09-302025-11-05 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF7.8K shares-7.96%2025-09-302025-11-05 FMB FIRST TRUST MANAGED MUNICIPAL ETF5.9K shares0.00%2025-09-302025-11-05 PH PARKER-HANNIFIN CORP COM395 shares-15.42%2025-09-302025-11-05 YUMC YUM CHINA HLDGS INC COM6.8K shares0.00%2025-09-302025-11-05 ALNY ALNYLAM PHARMACEUTICALS INC COM637 shares-50.43%2025-09-302025-11-05 F FORD MTR CO COM24.2K shares-5.08%2025-09-302025-11-05 GLW CORNING INC COM3.5K shares-14.64%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO COM866 shares3.10%2025-09-302025-11-05 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND1.2K shares-5.57%2025-09-302025-11-05 WMT WALMART INC COM2.7K shares-45.71%2025-09-302025-11-05 J JACOBS SOLUTIONS INC COM1.9K shares0.00%2025-09-302025-11-05 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND10.8K shares0.00%2025-09-302025-11-05 CMCSA COMCAST CORP NEW CL A8.8K shares89.37%2025-09-302025-11-05 IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF3.5K shares0.00%2025-09-302025-11-05 CMA COMERICA INC COM3.9K shares0.00%2025-09-302025-11-05 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST573 shares0.70%2025-09-302025-11-05 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND3.7K shares5.03%2025-09-302025-11-05 LDOS LEIDOS HOLDINGS INC COM1.4K shares-4.90%2025-09-302025-11-05 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND2.9K shares30.15%2025-09-302025-11-05 ESGD ISHARES ESG AWARE MSCI EAFE ETF2.8K shares-6.24%2025-09-302025-11-05 MRK MERCK & CO INC COM3.1K shares0.82%2025-09-302025-11-05 IWS ISHARES RUSSELL MID-CAP VALUE ETF1.8K shares0.00%2025-09-302025-11-05 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF2.8K shares0.00%2025-09-302025-11-05 BLD TOPBUILD CORP COM629 shares0.00%2025-09-302025-11-05 GWW GRAINGER W W INC COM255 shares2.00%2025-09-302025-11-05 FTNT FORTINET INC COM2.9K shares0.00%2025-09-302025-11-05 HON HONEYWELL INTL INC COM1.1K shares-20.67%2025-09-302025-11-05 WSBC WESBANCO INC COM7.2K sharesnew addition2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS803 shares4.83%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC COM459 shares-17.59%2025-09-302025-11-05 KLAC KLA CORP COM NEW205 shares4.59%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF3.4K shares74.78%2025-09-302025-11-05 ALL ALLSTATE CORP COM1.0K shares-15.34%2025-09-302025-11-05 BA BOEING CO COM992 shares5.76%2025-09-302025-11-05 EFG ISHARES MSCI EAFE GROWTH ETF1.9K shares0.00%2025-09-302025-11-05 SONY SONY GROUP CORP SPONSORED ADR7.3K shares3.42%2025-09-302025-11-05 DGRO ISHARES CORE DIVIDEND GROWTH ETF3.0K shares10.11%2025-09-302025-11-05 MFC MANULIFE FINL CORP COM6.7K shares-9.04%2025-09-302025-11-05 VT VANGUARD TOTAL WORLD STOCK ETF1.5K shares0.00%2025-09-302025-11-05 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF1.9K shares0.00%2025-09-302025-11-05 RPM RPM INTL INC COM1.7K shares0.00%2025-09-302025-11-05 AFL AFLAC INC COM1.8K shares0.00%2025-09-302025-11-05 IYH ISHARES U.S. HEALTHCARE ETF3.3K shares0.00%2025-09-302025-11-05 DRI DARDEN RESTAURANTS INC COM1.0K shares0.69%2025-09-302025-11-05 IWV ISHARES RUSSELL 3000 ETF495 shares-75.32%2025-09-302025-11-05 IWO ISHARES RUSSELL 2000 GROWTH ETF581 shares-1.86%2025-09-302025-11-05 K KELLANOVA COM2.3K shares-10.27%2025-09-302025-11-05 GEV GE VERNOVA INC COM297 shares6.07%2025-09-302025-11-05 CACC CREDIT ACCEP CORP MICH COM387 shares0.00%2025-09-302025-11-05 LOW LOWES COS INC COM712 shares85.42%2025-09-302025-11-05 VHT VANGUARD HEALTH CARE ETF674 shares0.00%2025-09-302025-11-05 SHOP SHOPIFY INC CL A SUB VTG SHS1.2K shares-9.60%2025-09-302025-11-05 ADBE ADOBE INC COM491 shares-6.65%2025-09-302025-11-05 AXON AXON ENTERPRISE INC COM240 shares0.00%2025-09-302025-11-05 COP CONOCOPHILLIPS COM1.8K shares-1.37%2025-09-302025-11-05 XLV HEALTH CARE SELECT SECTOR SPDR FUND1.2K shares0.00%2025-09-302025-11-05 XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND1.4K shares0.00%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND SHS CLASS A659 shares-8.60%2025-09-302025-11-05 ITW ILLINOIS TOOL WKS INC COM613 shares12.48%2025-09-302025-11-05 PSA PUBLIC STORAGE OPER CO COM542 shares0.18%2025-09-302025-11-05 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF5.9K shares0.00%2025-09-302025-11-05 FANG DIAMONDBACK ENERGY INC COM1.1K shares2.20%2025-09-302025-11-05 OEF ISHARES S&P 100 ETF453 shares0.00%2025-09-302025-11-05 HBAN HUNTINGTON BANCSHARES INC COM8.7K shares-3.54%2025-09-302025-11-05 FBTC FIDELITY WISE ORIGIN BITCOIN FUND1.5K shares-40.62%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC COM484 shares0.00%2025-09-302025-11-05 ISRG INTUITIVE SURGICAL INC COM NEW329 shares2.17%2025-09-302025-11-05 CWST CASELLA WASTE SYS INC CL A1.5K shares2.45%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC COM27 shares0.00%2025-09-302025-11-05 RSG REPUBLIC SVCS INC COM633 shares0.00%2025-09-302025-11-05 PFE PFIZER INC COM5.6K shares-18.40%2025-09-302025-11-05 SCHA SCHWAB U.S. SMALL-CAP ETF5.1K shares0.00%2025-09-302025-11-05 OKE ONEOK INC NEW COM1.9K shares1.35%2025-09-302025-11-05 IMCB ISHARES MORNINGSTAR MID-CAP ETF1.7K shares0.00%2025-09-302025-11-05 AROW ARROW FINL CORP COM4.9K sharesnew addition2025-09-302025-11-05 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF1.9K shares0.00%2025-09-302025-11-05 SBUX STARBUCKS CORP COM1.6K shares0.57%2025-09-302025-11-05 ADM ARCHER DANIELS MIDLAND CO COM2.3K shares0.00%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO COM3.0K shares18.07%2025-09-302025-11-05 BX BLACKSTONE INC COM782 shares2.22%2025-09-302025-11-05 SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF1.8K shares0.00%2025-09-302025-11-05 ECL ECOLAB INC COM475 shares0.00%2025-09-302025-11-05 MCK MCKESSON CORP COM167 shares5.70%2025-09-302025-11-05 RCL ROYAL CARIBBEAN GROUP COM394 shares0.00%2025-09-302025-11-05 INTC INTEL CORP COM3.8K shares-8.45%2025-09-302025-11-05 SPLV INVESCO S&P 500 LOW VOLATILITY ETF1.7K shares0.00%2025-09-302025-11-05 EW EDWARDS LIFESCIENCES CORP COM1.6K shares0.12%2025-09-302025-11-05 MSI MOTOROLA SOLUTIONS INC COM NEW275 shares0.00%2025-09-302025-11-05 NBTB NBT BANCORP INC COM3.0K shares0.00%2025-09-302025-11-05 GD GENERAL DYNAMICS CORP COM366 shares8.61%2025-09-302025-11-05 DD DUPONT DE NEMOURS INC COM1.6K shares46.94%2025-09-302025-11-05 IDA IDACORP INC COM900 shares0.00%2025-09-302025-11-05 CGGR CAPITAL GROUP GROWTH ETF2.7K shares-11.98%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW COM NEW950 shares9.32%2025-09-302025-11-05 TT TRANE TECHNOLOGIES PLC SHS277 shares2.59%2025-09-302025-11-05 ETHE GRAYSCALE ETHEREUM TRUST ETF3.4K shares805.85%2025-09-302025-11-05 WSM WILLIAMS SONOMA INC COM594 shares0.00%2025-09-302025-11-05 IQLT ISHARES MSCI INTL QUALITY FACTOR ETF2.6K sharesnew addition2025-09-302025-11-05 GM GENERAL MTRS CO COM1.9K shares-34.72%2025-09-302025-11-05 ATO ATMOS ENERGY CORP COM661 shares0.00%2025-09-302025-11-05 XLI INDUSTRIAL SELECT SECTOR SPDR FUND728 shares0.00%2025-09-302025-11-05 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF857 shares-25.48%2025-09-302025-11-05 NOC NORTHROP GRUMMAN CORP COM182 shares1.68%2025-09-302025-11-05 MS MORGAN STANLEY COM NEW694 shares-8.92%2025-09-302025-11-05 INTU INTUIT COM161 shares4.55%2025-09-302025-11-05 HUBB HUBBELL INC COM255 shares0.00%2025-09-302025-11-05 ANDE ANDERSONS INC COM2.8K shares0.00%2025-09-302025-11-05 VMC VULCAN MATLS CO COM348 shares152.17%2025-09-302025-11-05 KO COCA COLA CO COM1.6K shares-39.13%2025-09-302025-11-05 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF905 shares0.00%2025-09-302025-11-05 VLUE ISHARES MSCI USA VALUE FACTOR ETF807 sharesnew addition2025-09-302025-11-05 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF1.2K shares-92.68%2025-09-302025-11-05 VWO VANGUARD FTSE EMERGING MARKETS ETF1.9K shares1171.23%2025-09-302025-11-05 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shares0.00%2025-09-302025-11-05 HIG HARTFORD INSURANCE GROUP INC COM188 shares0.00%2025-09-302025-11-05 VIOO VANGUARD S&P SMALL-CAP 600 ETF226 shares0.00%2025-09-302025-11-05 PODD INSULET CORP COM80 shares0.00%2025-09-302025-11-05 FAST FASTENAL CO COM500 shares0.00%2025-09-302025-11-05 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND280 shares-81.53%2025-09-302025-11-05 LAD LITHIA MTRS INC COM77 shares0.00%2025-09-302025-11-05 CB CHUBB LIMITED COM86 shares50.88%2025-09-302025-11-05 IBCP INDEPENDENT BK CORP MICH COM NEW782 sharesnew addition2025-09-302025-11-05 MTH MERITAGE HOMES CORP COM330 shares0.00%2025-09-302025-11-05 LUV SOUTHWEST AIRLS CO COM740 shares0.00%2025-09-302025-11-05 DHI D R HORTON INC COM139 shares18.80%2025-09-302025-11-05 SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF493 shares-3.90%2025-09-302025-11-05 DKS DICKS SPORTING GOODS INC COM100 shares0.00%2025-09-302025-11-05 ETR ENTERGY CORP NEW COM237 shares-52.69%2025-09-302025-11-05 MIDD MIDDLEBY CORP COM165 shares0.00%2025-09-302025-11-05 GME GAMESTOP CORP NEW CL A800 shares0.00%2025-09-302025-11-05 CHTR CHARTER COMMUNICATIONS INC NEW CL A79 shares0.00%2025-09-302025-11-05 USB US BANCORP DEL COM NEW435 shares4.82%2025-09-302025-11-05 ICF ISHARES SELECT U.S. REIT ETF338 shares0.00%2025-09-302025-11-05 HII HUNTINGTON INGALLS INDS INC COM72 shares9.09%2025-09-302025-11-05 XAR SPDR S&P AEROSPACE & DEFENSE ETF88 shares0.00%2025-09-302025-11-05 HMY HARMONY GOLD MINING CO LTD SPONSORED ADR1.1K shares0.00%2025-09-302025-11-05 ROP ROPER TECHNOLOGIES INC COM41 shares-4.65%2025-09-302025-11-05 BAX BAXTER INTL INC COM895 shares0.00%2025-09-302025-11-05 XHR XENIA HOTELS & RESORTS INC COM1.5K shares0.00%2025-09-302025-11-05 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF226 sharesnew addition2025-09-302025-11-05 EXPD EXPEDITORS INTL WASH INC COM164 shares0.00%2025-09-302025-11-05 FDS FACTSET RESH SYS INC COM70 shares0.00%2025-09-302025-11-05 IDRV ISHARES SELF-DRIVING EV & TECH ETF546 shares0.00%2025-09-302025-11-05 TTEK TETRA TECH INC NEW COM595 shares0.00%2025-09-302025-11-05 YTRA YATRA ONLINE INC ORD SHS14.0K shares0.00%2025-09-302025-11-05 C CITIGROUP INC COM NEW193 shares94.95%2025-09-302025-11-05 ALLY ALLY FINL INC COM497 shares0.00%2025-09-302025-11-05 A AGILENT TECHNOLOGIES INC COM150 shares0.00%2025-09-302025-11-05 SWK STANLEY BLACK & DECKER INC COM255 shares0.00%2025-09-302025-11-05 ABSI ABSCI CORPORATION COM6.2K shares0.00%2025-09-302025-11-05 UFPI UFP INDUSTRIES INC COM202 shares0.00%2025-09-302025-11-05 SNA SNAP ON INC COM54 shares10.20%2025-09-302025-11-05 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF411 shares-46.83%2025-09-302025-11-05 CINF CINCINNATI FINL CORP COM117 shares0.00%2025-09-302025-11-05 HDV ISHARES CORE HIGH DIVIDEND ETF150 sharesnew addition2025-09-302025-11-05 LUMN LUMEN TECHNOLOGIES INC COM3.0K shares0.00%2025-09-302025-11-05 CMG CHIPOTLE MEXICAN GRILL INC COM454 shares-56.89%2025-09-302025-11-05 AAL AMERICAN AIRLS GROUP INC COM1.6K shares0.00%2025-09-302025-11-05 TIP ISHARES TIPS BOND ETF159 shares0.00%2025-09-302025-11-05 BMVP INVESCO BLOOMBERG MVP MULTI-FACTOR ETF360 shares-45.45%2025-09-302025-11-05 ELV ELEVANCE HEALTH INC FORMERLY A COM54 shares-3.57%2025-09-302025-11-05 VCR VANGUARD CONSUMER DISCRETIONARY ETF44 shares0.00%2025-09-302025-11-05 AVB AVALONBAY CMNTYS INC COM90 shares3.45%2025-09-302025-11-05 PYPL PAYPAL HLDGS INC COM258 shares3.20%2025-09-302025-11-05 WTW WILLIS TOWERS WATSON PLC LTD SHS50 shares0.00%2025-09-302025-11-05 CDNS CADENCE DESIGN SYSTEM INC COM49 shares0.00%2025-09-302025-11-05 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF378 shares0.00%2025-09-302025-11-05 DFAS DIMENSIONAL U.S. SMALL CAP ETF251 shares0.00%2025-09-302025-11-05 RUSHA RUSH ENTERPRISES INC CL A316 sharesnew addition2025-09-302025-11-05 EEM ISHARES MSCI EMERGING MARKETS ETF311 shares-24.51%2025-09-302025-11-05 ASML ASML HOLDING N V N Y REGISTRY SHS17 shares70.00%2025-09-302025-11-05 HCA HCA HEALTHCARE INC COM38 shares0.00%2025-09-302025-11-05 NIO NIO INC SPON ADS2.1K shares0.00%2025-09-302025-11-05 VNQ VANGUARD REAL ESTATE ETF175 shares-30.83%2025-09-302025-11-05 MRVL MARVELL TECHNOLOGY INC COM190 shares-33.10%2025-09-302025-11-05 LPLA LPL FINL HLDGS INC COM48 shares0.00%2025-09-302025-11-05 FTDS FIRST TRUST DIVIDEND STRENGTH ETF286 shares0.00%2025-09-302025-11-05 NUE NUCOR CORP COM115 shares0.00%2025-09-302025-11-05 HSBC HSBC HLDGS PLC SPON ADR NEW219 shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available