The Analysis of Prosperity Consulting Group, LLC's Holdings


Currently, Prosperity Consulting Group, LLC holds 491 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in IVV (+232.5K shares, valued at $155.6M), EFA (+788.8K shares, valued at $73.7M), QQQ (+92.1K shares, valued at $55.3M); decreased their positions in SCHD (-348.0K shares, valued at $9.5M), COWZ (-85.4K shares, valued at $4.9M), FJAN (-48.3K shares, valued at $2.4M); initiated new positions in QUAL (+214.5K shares, valued at $41.7M), MGV (+297.4K shares, valued at $41.0M), ICSH (+645.4K shares, valued at $32.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR371.0K shares167.85%2025-09-302025-11-14history
EFA ISHARES TR809.7K shares3782.30%2025-09-302025-11-14history
AAPL APPLE INC268.6K shares3.70%2025-09-302025-11-14history
JEPI J P MORGAN EXCHANGE TRADED F1.1M shares39.17%2025-09-302025-11-14history
QQQ INVESCO QQQ TR102.5K shares886.87%2025-09-302025-11-14history
IWY ISHARES TR167.3K shares238.05%2025-09-302025-11-14history
QUAL ISHARES TR214.5K sharesnew addition2025-09-302025-11-14history
MGV VANGUARD WORLD FD297.4K sharesnew addition2025-09-302025-11-14history
Sponsored
AGG ISHARES TR389.3K shares2.88%2025-09-302025-11-14history
MSFT MICROSOFT CORP72.6K shares6.86%2025-09-302025-11-14history
XLK SELECT SECTOR SPDR TR129.1K shares-3.82%2025-09-302025-11-14history
SPY SPDR S&P 500 ETF TR51.4K shares15.61%2025-09-302025-11-14history
ICSH ISHARES TR645.4K sharesnew addition2025-09-302025-11-14history
EFV ISHARES TR481.1K shares128.02%2025-09-302025-11-14history
QQQM INVESCO EXCH TRADED FD TR II124.0K shares12.78%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION153.4K shares13.66%2025-09-302025-11-14history
Sponsored
VO VANGUARD INDEX FDS89.3K shares10722.55%2025-09-302025-11-14history
BUFR FIRST TR EXCHNG TRADED FD VI709.9K shares106.16%2025-09-302025-11-14history
SCHD SCHWAB STRATEGIC TR825.6K shares-29.65%2025-09-302025-11-14history
AMZN AMAZON COM INC90.7K shares6.50%2025-09-302025-11-14history
BRK.B BERKSHIRE HATHAWAY INC DEL38.9K shares2.28%2025-09-302025-11-14history
IVW ISHARES TR153.0K shares-3.71%2025-09-302025-11-14history
IGIB ISHARES TR306.8K shares3.46%2025-09-302025-11-14history
GOOGL ALPHABET INC67.5K shares9.21%2025-09-302025-11-14history
Sponsored
AVGO BROADCOM INC48.9K shares-0.04%2025-09-302025-11-14history
XLC SELECT SECTOR SPDR TR129.9K shares-4.66%2025-09-302025-11-14history
JPM JPMORGAN CHASE & CO.48.5K shares3.53%2025-09-302025-11-14history
SDY SPDR SERIES TRUST101.8K shares-3.75%2025-09-302025-11-14history
IWS ISHARES TR100.7K shares1.46%2025-09-302025-11-14history
JPST J P MORGAN EXCHANGE TRADED F271.9K shares-5.16%2025-09-302025-11-14history
XLF SELECT SECTOR SPDR TR245.1K shares-1.96%2025-09-302025-11-14history
XLY SELECT SECTOR SPDR TR54.4K shares-15.64%2025-09-302025-11-14history
Sponsored
XLV SELECT SECTOR SPDR TR83.6K shares-10.69%2025-09-302025-11-14history
FVD FIRST TR EXCHANGE-TRADED FD238.7K shares-1.28%2025-09-302025-11-14history
GOOG ALPHABET INC44.4K shares10.75%2025-09-302025-11-14history
COST COSTCO WHSL CORP NEW11.3K shares-0.03%2025-09-302025-11-14history
META META PLATFORMS INC13.9K shares27.87%2025-09-302025-11-14history
V VISA INC28.8K shares-2.63%2025-09-302025-11-14history
EFG ISHARES TR85.4K shares-14.19%2025-09-302025-11-14history
HD HOME DEPOT INC23.7K shares0.32%2025-09-302025-11-14history
Sponsored
DGRO ISHARES TR139.1K shares4.55%2025-09-302025-11-14history
VEA VANGUARD TAX-MANAGED FDS149.9K shares1.73%2025-09-302025-11-14history
PPA INVESCO EXCHANGE TRADED FD T57.0K shares9.39%2025-09-302025-11-14history
DGRW WISDOMTREE TR97.8K shares-6.22%2025-09-302025-11-14history
IEFA ISHARES TR97.0K shares39.09%2025-09-302025-11-14history
FMDE FIDELITY COVINGTON TRUST231.6K sharesnew addition2025-09-302025-11-14history
IWP ISHARES TR55.6K shares3.26%2025-09-302025-11-14history
IWF ISHARES TR16.4K shares17.32%2025-09-302025-11-14history
Sponsored
XOM EXXON MOBIL CORP67.9K shares-4.47%2025-09-302025-11-14history
LLY ELI LILLY & CO9.9K shares6.48%2025-09-302025-11-14history
IBM INTERNATIONAL BUSINESS MACHS26.3K shares-3.24%2025-09-302025-11-14history
VIG VANGUARD SPECIALIZED FUNDS33.1K shares-0.87%2025-09-302025-11-14history
COWZ PACER FDS TR124.2K shares-40.74%2025-09-302025-11-14history
PRF INVESCO EXCHANGE TRADED FD T157.5K sharesnew addition2025-09-302025-11-14history
WMT WALMART INC69.1K shares58.55%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD25.5K shares-5.72%2025-09-302025-11-14history
Sponsored
DGS WISDOMTREE TR117.0K shares-9.53%2025-09-302025-11-14history
JMST J P MORGAN EXCHANGE TRADED F124.9K shares11.78%2025-09-302025-11-14history
EXG EATON VANCE TAX-MANAGED GLOB697.4K shares6.70%2025-09-302025-11-14history
AOA ISHARES TR70.9K shares18.80%2025-09-302025-11-14history
ABBV ABBVIE INC26.6K shares3.10%2025-09-302025-11-14history
GLD SPDR GOLD TR17.3K shares9.84%2025-09-302025-11-14history
XLI SELECT SECTOR SPDR TR39.1K shares0.42%2025-09-302025-11-14history
DES WISDOMTREE TR179.2K shares-7.80%2025-09-302025-11-14history
Sponsored
IEMG ISHARES INC91.2K shares3.16%2025-09-302025-11-14history
MCD MCDONALDS CORP19.6K shares1.77%2025-09-302025-11-14history
IWM ISHARES TR24.4K shares-12.57%2025-09-302025-11-14history
VTWO VANGUARD SCOTTSDALE FDS60.1K shares-25.12%2025-09-302025-11-14history
MUNI PIMCO ETF TR110.5K shares22.81%2025-09-302025-11-14history
FDL FIRST TR EXCHANGE-TRADED FD132.6K shares6.41%2025-09-302025-11-14history
VOT VANGUARD INDEX FDS19.5K shares-1.71%2025-09-302025-11-14history
VTHR VANGUARD SCOTTSDALE FDS19.4K sharesnew addition2025-09-302025-11-14history
Sponsored
MUB ISHARES TR50.7K shares107.32%2025-09-302025-11-14history
KO COCA COLA CO80.5K shares103.23%2025-09-302025-11-14history
BSV VANGUARD BD INDEX FDS66.6K shares-3.26%2025-09-302025-11-14history
BK BANK NEW YORK MELLON CORP47.5K shares10.47%2025-09-302025-11-14history
SAP SAP SE19.0K shares-3.87%2025-09-302025-11-14history
FBND FIDELITY MERRIMACK STR TR106.9K shares12.88%2025-09-302025-11-14history
QCOM QUALCOMM INC29.6K shares0.01%2025-09-302025-11-14history
VONG VANGUARD SCOTTSDALE FDS40.4K shares10.87%2025-09-302025-11-14history
Sponsored
TSLA TESLA INC10.9K shares24.63%2025-09-302025-11-14history
IWR ISHARES TR50.0K shares311.16%2025-09-302025-11-14history
BILS SPDR SERIES TRUST47.5K shares-8.29%2025-09-302025-11-14history
VZ VERIZON COMMUNICATIONS INC104.5K shares2.95%2025-09-302025-11-14history
AOR ISHARES TR68.6K shares7.66%2025-09-302025-11-14history
CSCO CISCO SYS INC64.4K shares25.32%2025-09-302025-11-14history
SNA SNAP ON INC12.5K shares-5.41%2025-09-302025-11-14history
XLU SELECT SECTOR SPDR TR49.5K shares14.22%2025-09-302025-11-14history
Sponsored
OKE ONEOK INC NEW58.0K shares-3.93%2025-09-302025-11-14history
EPI WISDOMTREE TR93.5K shares5.55%2025-09-302025-11-14history
CTAS CINTAS CORP19.9K shares0.26%2025-09-302025-11-14history
ARES ARES MANAGEMENT CORPORATION25.5K shares-4.94%2025-09-302025-11-14history
BAC BANK AMERICA CORP77.2K shares21.10%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO25.6K shares6.20%2025-09-302025-11-14history
WSO WATSCO INC9.6K shares-5.94%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED6.6K shares3.27%2025-09-302025-11-14history
Sponsored
VTV VANGUARD INDEX FDS20.1K shares154.55%2025-09-302025-11-14history
FPE FIRST TR EXCH TRADED FD III201.4K shares3.96%2025-09-302025-11-14history
PM PHILIP MORRIS INTL INC22.5K shares3.08%2025-09-302025-11-14history
ADP AUTOMATIC DATA PROCESSING IN12.3K shares-2.80%2025-09-302025-11-14history
TXN TEXAS INSTRS INC19.3K shares-3.13%2025-09-302025-11-14history
IJH ISHARES TR54.1K shares258.56%2025-09-302025-11-14history
AJG GALLAGHER ARTHUR J & CO11.4K shares1.29%2025-09-302025-11-14history
MRK MERCK & CO INC42.0K shares-4.33%2025-09-302025-11-14history
Sponsored
BND VANGUARD BD INDEX FDS46.9K shares290.49%2025-09-302025-11-14history
JNJ JOHNSON & JOHNSON17.9K shares20.77%2025-09-302025-11-14history
HCA HCA HEALTHCARE INC7.6K shares-10.19%2025-09-302025-11-14history
MMC MARSH & MCLENNAN COS INC16.1K shares-13.94%2025-09-302025-11-14history
WEC WEC ENERGY GROUP INC28.2K shares-7.12%2025-09-302025-11-14history
SHYG ISHARES TR74.6K shares-5.17%2025-09-302025-11-14history
WM WASTE MGMT INC DEL14.5K shares1.84%2025-09-302025-11-14history
DAUG FIRST TR EXCHNG TRADED FD VI73.5K shares-36.67%2025-09-302025-11-14history
Sponsored
GILD GILEAD SCIENCES INC28.8K shares-1.90%2025-09-302025-11-14history
RELX RELX PLC67.0K shares-2.26%2025-09-302025-11-14history
VLO VALERO ENERGY CORP18.3K shares-0.91%2025-09-302025-11-14history
BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-11-14history
AXP AMERICAN EXPRESS CO9.1K shares6.91%2025-09-302025-11-14history
UNH UNITEDHEALTH GROUP INC8.6K shares-18.54%2025-09-302025-11-14history
RSG REPUBLIC SVCS INC12.8K shares-3.01%2025-09-302025-11-14history
EMLP FIRST TR EXCHANGE-TRADED FD76.3K shares-0.20%2025-09-302025-11-14history
Sponsored
XLP SELECT SECTOR SPDR TR37.2K shares18.05%2025-09-302025-11-14history
TJX TJX COS INC NEW19.8K shares5.53%2025-09-302025-11-14history
ORCL ORACLE CORP9.8K shares16.48%2025-09-302025-11-14history
NDAQ NASDAQ INC31.0K shares-9.71%2025-09-302025-11-14history
T AT&T INC96.0K shares15.49%2025-09-302025-11-14history
NFLX NETFLIX INC2.3K shares12.87%2025-09-302025-11-14history
MPC MARATHON PETE CORP13.9K shares-7.85%2025-09-302025-11-14history
ISCV ISHARES TR40.0K shares-9.58%2025-09-302025-11-14history
Sponsored
AVEM AMERICAN CENTY ETF TR35.3K shares-7.18%2025-09-302025-11-14history
VOE VANGUARD INDEX FDS15.1K shares1.94%2025-09-302025-11-14history
SOXX ISHARES TR9.4K shares0.08%2025-09-302025-11-14history
SLYG SPDR SERIES TRUST27.0K shares-6.53%2025-09-302025-11-14history
SPLV INVESCO EXCH TRADED FD TR II34.2K shares0.01%2025-09-302025-11-14history
PYPL PAYPAL HLDGS INC35.8K shares-1.00%2025-09-302025-11-14history
VOO VANGUARD INDEX FDS3.9K shares111.69%2025-09-302025-11-14history
MO ALTRIA GROUP INC36.0K shares-1.22%2025-09-302025-11-14history
Sponsored
APD AIR PRODS & CHEMS INC8.7K shares-0.73%2025-09-302025-11-14history
BTI BRITISH AMERN TOB PLC44.4K shares-21.55%2025-09-302025-11-14history
ACWX ISHARES TR36.2K shares282.87%2025-09-302025-11-14history
PH PARKER-HANNIFIN CORP3.0K shares-9.44%2025-09-302025-11-14history
UL UNILEVER PLC38.7K shares-13.04%2025-09-302025-11-14history
SMB VANECK ETF TRUST131.4K shares-21.43%2025-09-302025-11-14history
ACN ACCENTURE PLC IRELAND9.2K shares-13.22%2025-09-302025-11-14history
VUG VANGUARD INDEX FDS4.7K shares90.37%2025-09-302025-11-14history
Sponsored
PEP PEPSICO INC16.0K shares15.45%2025-09-302025-11-14history
LIN LINDE PLC4.7K shares5.71%2025-09-302025-11-14history
TMUS T-MOBILE US INC9.3K shares2.84%2025-09-302025-11-14history
MKC MCCORMICK & CO INC33.1K shares-14.93%2025-09-302025-11-14history
SCHA SCHWAB STRATEGIC TR78.7K shares-42.64%2025-09-302025-11-14history
HYG ISHARES TR27.0K shares0.00%2025-09-302025-11-14history
AWK AMERICAN WTR WKS CO INC NEW15.2K shares-19.80%2025-09-302025-11-14history
DON WISDOMTREE TR40.5K shares-6.65%2025-09-302025-11-14history
Sponsored
VTI VANGUARD INDEX FDS6.4K shares39.54%2025-09-302025-11-14history
SPGI S&P GLOBAL INC4.3K shares-18.37%2025-09-302025-11-14history
RFG INVESCO EXCHANGE TRADED FD T41.3K shares-5.27%2025-09-302025-11-14history
CVX CHEVRON CORP NEW13.5K shares26.51%2025-09-302025-11-14history
SNPS SYNOPSYS INC4.3K shares0.38%2025-09-302025-11-14history
IWD ISHARES TR10.2K shares96.27%2025-09-302025-11-14history
WMB WILLIAMS COS INC32.7K shares2.09%2025-09-302025-11-14history
SONY SONY GROUP CORP70.9K shares-5.85%2025-09-302025-11-14history
Sponsored
KMB KIMBERLY-CLARK CORP16.3K shares-5.11%2025-09-302025-11-14history
FTCS FIRST TR EXCHANGE-TRADED FD21.2K shares-0.80%2025-09-302025-11-14history
VTWG VANGUARD SCOTTSDALE FDS8.5K shares62.78%2025-09-302025-11-14history
TMO THERMO FISHER SCIENTIFIC INC4.1K shares13.39%2025-09-302025-11-14history
SPYM SPDR SERIES TRUST25.0K sharesnew addition2025-09-302025-11-14history
TT TRANE TECHNOLOGIES PLC4.6K shares-5.08%2025-09-302025-11-14history
C CITIGROUP INC18.9K shares3.56%2025-09-302025-11-14history
KR KROGER CO28.4K shares6.83%2025-09-302025-11-14history
Sponsored
BX BLACKSTONE INC11.1K shares-1.66%2025-09-302025-11-14history
GLDM WORLD GOLD TR24.8K shares-0.75%2025-09-302025-11-14history
DUK DUKE ENERGY CORP NEW15.2K shares0.75%2025-09-302025-11-14history
AEP AMERICAN ELEC PWR CO INC16.7K shares1.06%2025-09-302025-11-14history
MET METLIFE INC22.8K shares3.72%2025-09-302025-11-14history
O REALTY INCOME CORP30.5K shares-5.22%2025-09-302025-11-14history
ITOT ISHARES TR12.7K sharesnew addition2025-09-302025-11-14history
ABT ABBOTT LABS13.7K shares3.81%2025-09-302025-11-14history
Sponsored
MDT MEDTRONIC PLC19.3K shares-0.84%2025-09-302025-11-14history
CAT CATERPILLAR INC3.8K shares17.90%2025-09-302025-11-14history
ISRG INTUITIVE SURGICAL INC4.0K shares0.47%2025-09-302025-11-14history
CINF CINCINNATI FINL CORP11.3K shares-1.60%2025-09-302025-11-14history
GS GOLDMAN SACHS GROUP INC2.2K shares32.62%2025-09-302025-11-14history
VV VANGUARD INDEX FDS5.8K shares14.94%2025-09-302025-11-14history
ANET ARISTA NETWORKS INC12.1K shares5.37%2025-09-302025-11-14history
PWV INVESCO EXCHANGE TRADED FD T26.5K shares0.00%2025-09-302025-11-14history
Sponsored
FTSL FIRST TR EXCHANGE-TRADED FD37.6K shares0.00%2025-09-302025-11-14history
SHEL SHELL PLC24.0K shares-1.21%2025-09-302025-11-14history
FITB FIFTH THIRD BANCORP37.5K shares0.06%2025-09-302025-11-14history
ETR ENTERGY CORP NEW17.7K shares-1.95%2025-09-302025-11-14history
CIBR FIRST TR EXCHANGE TRADED FD21.6K shares48.17%2025-09-302025-11-14history
IDEV ISHARES TR20.2K shares62.71%2025-09-302025-11-14history
RTX RTX CORPORATION9.6K shares23.31%2025-09-302025-11-14history
LMT LOCKHEED MARTIN CORP3.2K shares5.79%2025-09-302025-11-14history
Sponsored
PFE PFIZER INC62.3K shares15.85%2025-09-302025-11-14history
ILCG ISHARES TR15.0K sharesnew addition2025-09-302025-11-14history
FXH FIRST TR EXCHANGE TRADED FD14.2K shares-2.43%2025-09-302025-11-14history
USB US BANCORP DEL31.8K shares-0.37%2025-09-302025-11-14history
CSX CSX CORP42.2K shares51.52%2025-09-302025-11-14history
COF CAPITAL ONE FINL CORP7.0K shares3.22%2025-09-302025-11-14history
DDEC FIRST TR EXCHNG TRADED FD VI34.0K shares-1.02%2025-09-302025-11-14history
CFG CITIZENS FINL GROUP INC28.0K shares2.31%2025-09-302025-11-14history
Sponsored
EMB ISHARES TR15.6K shares1.97%2025-09-302025-11-14history
MAA MID-AMER APT CMNTYS INC10.6K shares-11.65%2025-09-302025-11-14history
BP BP PLC39.7K shares-16.34%2025-09-302025-11-14history
LMBS FIRST TR EXCHANGE-TRADED FD27.3K shares-1.37%2025-09-302025-11-14history
IVE ISHARES TR6.5K shares278.27%2025-09-302025-11-14history
AOM ISHARES TR28.2K shares-2.26%2025-09-302025-11-14history
IUSG ISHARES TR8.1K shares0.00%2025-09-302025-11-14history
PANW PALO ALTO NETWORKS INC6.5K shares42.73%2025-09-302025-11-14history
Sponsored
SNY SANOFI SA27.8K shares-19.77%2025-09-302025-11-14history
PEG PUBLIC SVC ENTERPRISE GRP IN15.6K shares1.10%2025-09-302025-11-14history
OVBC OHIO VY BANC CORP34.7K shares-13.93%2025-09-302025-11-14history
SPSB SPDR SERIES TRUST42.0K sharesnew addition2025-09-302025-11-14history
PWR QUANTA SVCS INC3.0K shares-25.45%2025-09-302025-11-14history
DVY ISHARES TR8.8K shares-0.27%2025-09-302025-11-14history
FXR FIRST TR EXCHANGE TRADED FD15.9K shares1.07%2025-09-302025-11-14history
FEX FIRST TR EXCHANGE-TRADED ALP10.5K shares-1.25%2025-09-302025-11-14history
Sponsored
UTHR UNITED THERAPEUTICS CORP DEL2.9K shares0.00%2025-09-302025-11-14history
SPEM SPDR INDEX SHS FDS25.8K shares-23.78%2025-09-302025-11-14history
CEG CONSTELLATION ENERGY CORP3.7K shares0.60%2025-09-302025-11-14history
SO SOUTHERN CO12.7K shares-3.27%2025-09-302025-11-14history
VRTX VERTEX PHARMACEUTICALS INC3.0K shares3.32%2025-09-302025-11-14history
BINC BLACKROCK ETF TRUST II22.1K sharesnew addition2025-09-302025-11-14history
CB CHUBB LIMITED4.2K shares131.22%2025-09-302025-11-14history
ORLY OREILLY AUTOMOTIVE INC10.9K shares-4.41%2025-09-302025-11-14history
Sponsored
HDV ISHARES TR9.5K shares0.37%2025-09-302025-11-14history
NEE NEXTERA ENERGY INC15.4K shares-6.50%2025-09-302025-11-14history
FJUN FIRST TR EXCHNG TRADED FD VI20.6K shares-0.24%2025-09-302025-11-14history
BLK BLACKROCK INC988 shares26.67%2025-09-302025-11-14history
EXC EXELON CORP25.6K shares3.64%2025-09-302025-11-14history
KLAC KLA CORP1.1K shares6.41%2025-09-302025-11-14history
RDVY FIRST TR EXCHANGE TRADED FD16.9K shares12.36%2025-09-302025-11-14history
VBK VANGUARD INDEX FDS3.8K shares-3.14%2025-09-302025-11-14history
Sponsored
AMD ADVANCED MICRO DEVICES INC6.9K shares-0.23%2025-09-302025-11-14history
MGK VANGUARD WORLD FD2.7K sharesnew addition2025-09-302025-11-14history
FJAN FIRST TR EXCHNG TRADED FD VI21.9K shares-68.83%2025-09-302025-11-14history
ADBE ADOBE INC3.1K shares-10.64%2025-09-302025-11-14history
BSX BOSTON SCIENTIFIC CORP11.1K shares-19.75%2025-09-302025-11-14history
CRM SALESFORCE INC4.5K shares6.13%2025-09-302025-11-14history
ETN EATON CORP PLC2.8K shares11.25%2025-09-302025-11-14history
NOW SERVICENOW INC1.1K shares8.83%2025-09-302025-11-14history
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GE GE AEROSPACE3.5K shares35.49%2025-09-302025-11-14history
FTSM FIRST TR EXCHANGE-TRADED FD17.3K shares-3.87%2025-09-302025-11-14history
UBER UBER TECHNOLOGIES INC10.6K shares5.39%2025-09-302025-11-14history
F FORD MTR CO85.8K shares98.74%2025-09-302025-11-14history
NI NISOURCE INC23.6K shares1.05%2025-09-302025-11-14history
WFC WELLS FARGO CO NEW12.1K shares16.69%2025-09-302025-11-14history
GSK GSK PLC23.4K shares2.09%2025-09-302025-11-14history
FE FIRSTENERGY CORP21.7K shares2.05%2025-09-302025-11-14history
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XLE SELECT SECTOR SPDR TR11.0K shares-25.77%2025-09-302025-11-14history
LOW LOWES COS INC3.9K shares12.54%2025-09-302025-11-14history
DTE DTE ENERGY CO6.9K shares2.72%2025-09-302025-11-14history
DIS DISNEY WALT CO8.4K shares30.92%2025-09-302025-11-14history
IWB ISHARES TR2.6K shares4.11%2025-09-302025-11-14history
SHOP SHOPIFY INC6.4K shares6.11%2025-09-302025-11-14history
FJUL FIRST TR EXCHNG TRADED FD VI17.3K shares-32.26%2025-09-302025-11-14history
RF REGIONS FINANCIAL CORP NEW35.7K shares1.88%2025-09-302025-11-14history
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DE DEERE & CO2.0K shares4.81%2025-09-302025-11-14history
STIP ISHARES TR9.0K shares-20.57%2025-09-302025-11-14history
PLTR PALANTIR TECHNOLOGIES INC5.1K shares16.26%2025-09-302025-11-14history
PAYX PAYCHEX INC7.3K shares1.39%2025-09-302025-11-14history
BBJP J P MORGAN EXCHANGE TRADED F13.9K shares130.25%2025-09-302025-11-14history
VB VANGUARD INDEX FDS3.6K shares15.58%2025-09-302025-11-14history
FNF FIDELITY NATIONAL FINANCIAL15.0K shares0.10%2025-09-302025-11-14history
AVDV AMERICAN CENTY ETF TR10.1K shares-10.00%2025-09-302025-11-14history
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EOG EOG RES INC7.9K shares3.24%2025-09-302025-11-14history
SLV ISHARES SILVER TR20.9K shares3.67%2025-09-302025-11-14history
IP INTERNATIONAL PAPER CO18.9K shares-11.72%2025-09-302025-11-14history
PGX INVESCO EXCH TRADED FD TR II75.6K shares-8.46%2025-09-302025-11-14history
USMV ISHARES TR9.2K sharesnew addition2025-09-302025-11-14history
PGR PROGRESSIVE CORP3.5K shares-7.34%2025-09-302025-11-14history
VT VANGUARD INTL EQUITY INDEX F6.4K sharesnew addition2025-09-302025-11-14history
GD GENERAL DYNAMICS CORP2.5K shares3.11%2025-09-302025-11-14history
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XEL XCEL ENERGY INC10.5K shares2.17%2025-09-302025-11-14history
HYGW ISHARES TR27.3K sharesnew addition2025-09-302025-11-14history
CCJ CAMECO CORP9.8K shares-1.55%2025-09-302025-11-14history
MDLZ MONDELEZ INTL INC13.1K shares127.65%2025-09-302025-11-14history
D DOMINION ENERGY INC13.2K shares5.04%2025-09-302025-11-14history
SCCO SOUTHERN COPPER CORP6.6K shares0.38%2025-09-302025-11-14history
VXUS VANGUARD STAR FDS10.9K shares-26.37%2025-09-302025-11-14history
STX SEAGATE TECHNOLOGY HLDNGS PL3.4K shares0.69%2025-09-302025-11-14history
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ES EVERSOURCE ENERGY11.1K shares0.42%2025-09-302025-11-14history
PRU PRUDENTIAL FINL INC7.5K shares17.81%2025-09-302025-11-14history
VEU VANGUARD INTL EQUITY INDEX F10.9K shares174.09%2025-09-302025-11-14history
NOC NORTHROP GRUMMAN CORP1.3K shares-30.50%2025-09-302025-11-14history
NSC NORFOLK SOUTHN CORP2.5K shares18.48%2025-09-302025-11-14history
TRI THOMSON REUTERS CORP4.8K shares0.00%2025-09-302025-11-14history
EIX EDISON INTL13.4K sharesnew addition2025-09-302025-11-14history
SCHG SCHWAB STRATEGIC TR23.3K shares54.22%2025-09-302025-11-14history
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JMUB J P MORGAN EXCHANGE TRADED F14.6K sharesnew addition2025-09-302025-11-14history
TAXF AMERICAN CENTY ETF TR14.5K sharesnew addition2025-09-302025-11-14history
SRE SEMPRA8.0K shares-12.78%2025-09-302025-11-14history
VXF VANGUARD INDEX FDS3.4K shares-21.63%2025-09-302025-11-14history
BIL SPDR SERIES TRUST7.7K shares-68.85%2025-09-302025-11-14history
IHI ISHARES TR11.6K shares1.17%2025-09-302025-11-14history
FMC FMC CORP20.4K sharesnew addition2025-09-302025-11-14history
AMAT APPLIED MATLS INC3.3K shares79.02%2025-09-302025-11-14history
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HWM HOWMET AEROSPACE INC3.5K shares-25.26%2025-09-302025-11-14history
MS MORGAN STANLEY4.3K shares21.02%2025-09-302025-11-14history
COP CONOCOPHILLIPS7.1K shares15.62%2025-09-302025-11-14history
ECL ECOLAB INC2.4K shares7.97%2025-09-302025-11-14history
TFC TRUIST FINL CORP14.6K shares7.56%2025-09-302025-11-14history
APH AMPHENOL CORP NEW5.4K shares128.88%2025-09-302025-11-14history
PCY INVESCO EXCH TRADED FD TR II30.6K shares-23.40%2025-09-302025-11-14history
SYK STRYKER CORPORATION1.8K sharesnew addition2025-09-302025-11-14history
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IEF ISHARES TR6.8K shares-24.38%2025-09-302025-11-14history
JEPQ J P MORGAN EXCHANGE TRADED F11.3K sharesnew addition2025-09-302025-11-14history
LQDW ISHARES TR25.4K sharesnew addition2025-09-302025-11-14history
AMGN AMGEN INC2.3K shares3.42%2025-09-302025-11-14history
SRLN SSGA ACTIVE ETF TR15.2K shares0.00%2025-09-302025-11-14history
BIP BROOKFIELD INFRAST PARTNERS19.2K shares0.00%2025-09-302025-11-14history
VWO VANGUARD INTL EQUITY INDEX F11.6K shares52.05%2025-09-302025-11-14history
MCO MOODYS CORP1.3K shares2.40%2025-09-302025-11-14history
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PNC PNC FINL SVCS GROUP INC3.1K shares8.43%2025-09-302025-11-14history
CI THE CIGNA GROUP2.2K shares49.59%2025-09-302025-11-14history
GEV GE VERNOVA INC1.0K shares34.40%2025-09-302025-11-14history
WPC WP CAREY INC9.2K sharesnew addition2025-09-302025-11-14history
VGT VANGUARD WORLD FD828 shares11.74%2025-09-302025-11-14history
UNM UNUM GROUP7.9K shares0.00%2025-09-302025-11-14history
AME AMETEK INC3.3K shares5.58%2025-09-302025-11-14history
MSI MOTOROLA SOLUTIONS INC1.3K shares16.86%2025-09-302025-11-14history
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ASML ASML HOLDING N V622 shares-54.23%2025-09-302025-11-14history
BBDC BARINGS BDC INC68.0K sharesnew addition2025-09-302025-11-14history
INTU INTUIT864 shares12.79%2025-09-302025-11-14history
FAUG FIRST TR EXCHNG TRADED FD VI11.3K shares-4.09%2025-09-302025-11-14history
ED CONSOLIDATED EDISON INC5.7K shares2.92%2025-09-302025-11-14history
GIS GENERAL MLS INC11.4K shares6.42%2025-09-302025-11-14history
DELL DELL TECHNOLOGIES INC4.0K shares5.42%2025-09-302025-11-14history
ET ENERGY TRANSFER L P33.0K shares15.54%2025-09-302025-11-14history
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ROBO EXCHANGE TRADED CONCEPTS TRU8.4K shares-1.06%2025-09-302025-11-14history
SYY SYSCO CORP6.7K sharesnew addition2025-09-302025-11-14history
PFG PRINCIPAL FINANCIAL GROUP IN6.6K shares0.17%2025-09-302025-11-14history
KMI KINDER MORGAN INC DEL19.3K shares24.52%2025-09-302025-11-14history
UPS UNITED PARCEL SERVICE INC6.5K shares-4.75%2025-09-302025-11-14history
VBR VANGUARD INDEX FDS2.6K shares5.07%2025-09-302025-11-14history
INTC INTEL CORP15.9K sharesnew addition2025-09-302025-11-14history
SHY ISHARES TR6.4K sharesnew addition2025-09-302025-11-14history
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DSEP FIRST TR EXCHNG TRADED FD VI11.9K shares-53.01%2025-09-302025-11-14history
HON HONEYWELL INTL INC2.5K shares17.55%2025-09-302025-11-14history
LHX L3HARRIS TECHNOLOGIES INC1.7K shares26.49%2025-09-302025-11-14history
VMC VULCAN MATLS CO1.6K sharesnew addition2025-09-302025-11-14history
WELL WELLTOWER INC2.8K shares11.15%2025-09-302025-11-14history
MLM MARTIN MARIETTA MATLS INC783 shares8.75%2025-09-302025-11-14history
AOK ISHARES TR12.1K shares-10.87%2025-09-302025-11-14history
PLD PROLOGIS INC.4.2K shares15.15%2025-09-302025-11-14history
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MU MICRON TECHNOLOGY INC2.8K shares36.46%2025-09-302025-11-14history
FLWS 1 800 FLOWERS COM INC102.0K shares0.00%2025-09-302025-11-14history
AVDX AVIDXCHANGE HOLDINGS INC46.9K shares-10.55%2025-09-302025-11-14history
PBJ INVESCO EXCHANGE TRADED FD T10.1K shares-27.49%2025-09-302025-11-14history
IPG INTERPUBLIC GROUP COS INC16.5K shares22.50%2025-09-302025-11-14history
SUB ISHARES TR4.2K shares0.00%2025-09-302025-11-14history
DHR DANAHER CORPORATION2.3K shares14.62%2025-09-302025-11-14history
GSBD GOLDMAN SACHS BDC INC44.0K sharesnew addition2025-09-302025-11-14history
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NXPI NXP SEMICONDUCTORS N V2.0K shares-40.73%2025-09-302025-11-14history
TKO TKO GROUP HOLDINGS INC2.2K shares7.27%2025-09-302025-11-14history
GOVT ISHARES TR19.2K shares-20.39%2025-09-302025-11-14history
RSP INVESCO EXCHANGE TRADED FD T2.3K shares32.07%2025-09-302025-11-14history
RL RALPH LAUREN CORP1.4K shares0.00%2025-09-302025-11-14history
FAPR FIRST TR EXCHNG TRADED FD VI10.0K shares-10.97%2025-09-302025-11-14history
UNP UNION PAC CORP1.8K shares9.81%2025-09-302025-11-14history
OBDC BLUE OWL CAPITAL CORPORATION33.8K sharesnew addition2025-09-302025-11-14history
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CMCSA COMCAST CORP NEW13.4K shares16.00%2025-09-302025-11-14history
MDY SPDR S&P MIDCAP 400 ETF TR708 sharesnew addition2025-09-302025-11-14history
IUSB ISHARES TR9.0K sharesnew addition2025-09-302025-11-14history
ARCC ARES CAPITAL CORP20.4K shares2.14%2025-09-302025-11-14history
NUE NUCOR CORP3.0K shares48.38%2025-09-302025-11-14history
TOWN TOWNEBANK PORTSMOUTH VA11.7K shares-2.93%2025-09-302025-11-14history
QUS SPDR SERIES TRUST2.3K shares0.00%2025-09-302025-11-14history
EMR EMERSON ELEC CO3.0K shares-1.07%2025-09-302025-11-14history
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BDX BECTON DICKINSON & CO2.1K shares11.70%2025-09-302025-11-14history
MCK MCKESSON CORP510 shares6.03%2025-09-302025-11-14history
BWB BRIDGEWATER BANCSHARES INC22.3K shares0.00%2025-09-302025-11-14history
XHLF BONDBLOXX ETF TRUST7.8K shares0.00%2025-09-302025-11-14history
ALL ALLSTATE CORP1.8K shares18.15%2025-09-302025-11-14history
DIA SPDR DOW JONES INDL AVERAGE830 sharesnew addition2025-09-302025-11-14history
CMI CUMMINS INC908 shares9.66%2025-09-302025-11-14history
JHG JANUS HENDERSON GROUP PLC8.5K shares-0.89%2025-09-302025-11-14history
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CRWD CROWDSTRIKE HLDGS INC769 shares6.36%2025-09-302025-11-14history
DT DYNATRACE INC7.7K shares46.32%2025-09-302025-11-14history
CME CME GROUP INC1.4K shares-62.41%2025-09-302025-11-14history
BA BOEING CO1.7K shares22.03%2025-09-302025-11-14history
IRM IRON MTN INC DEL3.6K shares-0.14%2025-09-302025-11-14history
INDA ISHARES TR7.1K shares-5.04%2025-09-302025-11-14history
EEM ISHARES TR6.8K shares0.00%2025-09-302025-11-14history
HGER HARBOR ETF TRUST14.2K sharesnew addition2025-09-302025-11-14history
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OEF ISHARES TR1.1K sharesnew addition2025-09-302025-11-14history
HPQ HP INC13.3K shares-1.61%2025-09-302025-11-14history
DJUL FIRST TR EXCHNG TRADED FD VI7.7K shares-36.59%2025-09-302025-11-14history
QCLN FIRST TR EXCHANGE-TRADED FD8.6K shares-2.47%2025-09-302025-11-14history
FOCT FIRST TR EXCHNG TRADED FD VI7.5K shares-4.55%2025-09-302025-11-14history
MAR MARRIOTT INTL INC NEW1.4K shares35.26%2025-09-302025-11-14history
URA GLOBAL X FDS7.4K shares12.22%2025-09-302025-11-14history
SCHX SCHWAB STRATEGIC TR13.3K sharesnew addition2025-09-302025-11-14history
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KKR KKR & CO INC2.7K sharesnew addition2025-09-302025-11-14history
AMT AMERICAN TOWER CORP NEW1.8K shares1.85%2025-09-302025-11-14history
BMY BRISTOL-MYERS SQUIBB CO7.7K shares-1.85%2025-09-302025-11-14history
UFPT UFP TECHNOLOGIES INC1.7K sharesnew addition2025-09-302025-11-14history
DJAN FIRST TR EXCHNG TRADED FD VI8.0K shares-6.53%2025-09-302025-11-14history
VYM VANGUARD WHITEHALL FDS2.4K shares-28.07%2025-09-302025-11-14history
DD DUPONT DE NEMOURS INC4.3K shares31.52%2025-09-302025-11-14history
LAZ LAZARD INC6.3K shares0.50%2025-09-302025-11-14history
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DYNF BLACKROCK ETF TRUST5.6K sharesnew addition2025-09-302025-11-14history
ORI OLD REP INTL CORP7.8K shares-0.17%2025-09-302025-11-14history
CLS CELESTICA INC1.3K shares0.00%2025-09-302025-11-14history
XMLV INVESCO EXCH TRADED FD TR II5.1K sharesnew addition2025-09-302025-11-14history
HRB BLOCK H & R INC6.3K shares0.00%2025-09-302025-11-14history
FERG FERGUSON ENTERPRISES INC1.4K sharesnew addition2025-09-302025-11-14history
TDIV FIRST TR EXCHANGE TRADED FD3.2K shares0.00%2025-09-302025-11-14history
KEY KEYCORP16.7K sharesnew addition2025-09-302025-11-14history
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EPR EPR PPTYS5.4K shares-0.56%2025-09-302025-11-14history
FFEB FIRST TR EXCHNG TRADED FD VI5.6K shares-21.06%2025-09-302025-11-14history
TRV TRAVELERS COMPANIES INC1.1K shares6.92%2025-09-302025-11-14history
SBGI SINCLAIR INC20.5K sharesnew addition2025-09-302025-11-14history
OMF ONEMAIN HLDGS INC5.4K shares-2.00%2025-09-302025-11-14history
NKE NIKE INC4.4K sharesnew addition2025-09-302025-11-14history
PBA PEMBINA PIPELINE CORP7.5K shares0.00%2025-09-302025-11-14history
ZTS ZOETIS INC2.1K shares-56.94%2025-09-302025-11-14history
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VCIT VANGUARD SCOTTSDALE FDS3.5K shares-14.16%2025-09-302025-11-14history
LRCX LAM RESEARCH CORP2.2K sharesnew addition2025-09-302025-11-14history
ENB ENBRIDGE INC5.8K shares-5.90%2025-09-302025-11-14history
GLPI GAMING & LEISURE PPTYS INC6.3K shares1.65%2025-09-302025-11-14history
NYF ISHARES TR5.5K sharesnew addition2025-09-302025-11-14history
GAPR FIRST TR EXCHNG TRADED FD VI7.4K shares0.00%2025-09-302025-11-14history
ATO ATMOS ENERGY CORP1.7K shares-0.06%2025-09-302025-11-14history
SPG SIMON PPTY GROUP INC NEW1.5K sharesnew addition2025-09-302025-11-14history
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EW EDWARDS LIFESCIENCES CORP3.6K shares-15.40%2025-09-302025-11-14history
SON SONOCO PRODS CO6.5K shares0.00%2025-09-302025-11-14history
YJUN FIRST TR EXCHNG TRADED FD VI11.1K shares-15.58%2025-09-302025-11-14history
HOOD ROBINHOOD MKTS INC1.9K shares-23.21%2025-09-302025-11-14history
MELI MERCADOLIBRE INC117 shares-2.50%2025-09-302025-11-14history
IWX ISHARES TR3.1K sharesnew addition2025-09-302025-11-14history
WHG WESTWOOD HLDGS GROUP INC16.5K shares-1.65%2025-09-302025-11-14history
RY ROYAL BK CDA1.8K sharesnew addition2025-09-302025-11-14history
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DOCT FIRST TR EXCHNG TRADED FD VI6.3K shares-21.74%2025-09-302025-11-14history
ADI ANALOG DEVICES INC1.1K shares17.59%2025-09-302025-11-14history
LAMR LAMAR ADVERTISING CO NEW2.2K shares4.88%2025-09-302025-11-14history
SPHQ INVESCO EXCHANGE TRADED FD T3.7K sharesnew addition2025-09-302025-11-14history
PTH INVESCO EXCHANGE TRADED FD T6.1K shares-13.39%2025-09-302025-11-14history
XYZ BLOCK INC3.7K shares3.05%2025-09-302025-11-14history
SLB SCHLUMBERGER LTD7.6K sharesnew addition2025-09-302025-11-14history
BHB BAR HBR BANKSHARES8.6K shares-2.66%2025-09-302025-11-14history
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IAU ISHARES GOLD TR3.6K sharesnew addition2025-09-302025-11-14history
GAUG FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2025-09-302025-11-14history
EQIX EQUINIX INC327 shares0.62%2025-09-302025-11-14history
VTR VENTAS INC3.6K shares2.41%2025-09-302025-11-14history
ROP ROPER TECHNOLOGIES INC506 shares-69.70%2025-09-302025-11-14history
BBY BEST BUY INC3.3K sharesnew addition2025-09-302025-11-14history
BCAT BLACKROCK CAP ALLOCATION TER16.9K sharesnew addition2025-09-302025-11-14history
CAVA CAVA GROUP INC4.1K shares62.34%2025-09-302025-11-14history
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QDEC FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2025-09-302025-11-14history
ESCA ESCALADE INC19.8K shares11.72%2025-09-302025-11-14history
BKNG BOOKING HOLDINGS INC46 shares6.98%2025-09-302025-11-14history
BITB BITWISE BITCOIN ETF TR4.0K sharesnew addition2025-09-302025-11-14history
FSEP FIRST TR EXCHNG TRADED FD VI4.8K shares-49.15%2025-09-302025-11-14history
AZN ASTRAZENECA PLC3.2K sharesnew addition2025-09-302025-11-14history
DLR DIGITAL RLTY TR INC1.4K shares2.92%2025-09-302025-11-14history
ESGU ISHARES TR1.6K sharesnew addition2025-09-302025-11-14history
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HUBS HUBSPOT INC508 sharesnew addition2025-09-302025-11-14history
SGC SUPERIOR GROUP OF CO INC22.1K shares3.57%2025-09-302025-11-14history
AN AUTONATION INC1.1K sharesnew addition2025-09-302025-11-14history
CL COLGATE PALMOLIVE CO2.9K sharesnew addition2025-09-302025-11-14history
MTB M & T BK CORP1.2K sharesnew addition2025-09-302025-11-14history
DMAR FIRST TR EXCHNG TRADED FD VI5.7K shares-8.82%2025-09-302025-11-14history
TGT TARGET CORP2.6K shares-5.27%2025-09-302025-11-14history
FMAY FIRST TR EXCHNG TRADED FD VI4.4K shares-8.07%2025-09-302025-11-14history
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ETD ETHAN ALLEN INTERIORS INC7.9K shares-3.18%2025-09-302025-11-14history
GRAL GRAIL INC3.9K shares-15.04%2025-09-302025-11-14history
ELV ELEVANCE HEALTH INC FORMERLY710 shares24.78%2025-09-302025-11-14history
SCHK SCHWAB STRATEGIC TR7.0K sharesnew addition2025-09-302025-11-14history
CMG CHIPOTLE MEXICAN GRILL INC5.7K shares-53.39%2025-09-302025-11-14history
VCR VANGUARD WORLD FD564 shares0.00%2025-09-302025-11-14history
PSX PHILLIPS 661.6K sharesnew addition2025-09-302025-11-14history
GMAR FIRST TR EXCHNG TRADED FD VI5.5K shares-2.35%2025-09-302025-11-14history
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OGE OGE ENERGY CORP4.7K shares-3.92%2025-09-302025-11-14history
GMAY FIRST TR EXCHNG TRADED FD VI5.3K shares-12.30%2025-09-302025-11-14history
BXSL BLACKSTONE SECD LENDING FD8.2K sharesnew addition2025-09-302025-11-14history
TCAF T ROWE PRICE ETF INC5.7K sharesnew addition2025-09-302025-11-14history
FLR FLUOR CORP NEW5.0K sharesnew addition2025-09-302025-11-14history
DMAX ISHARES TR7.8K sharesnew addition2025-09-302025-11-14history
DMAY FIRST TR EXCHNG TRADED FD VI4.7K sharesnew addition2025-09-302025-11-14history
TTD THE TRADE DESK INC4.2K shares-44.48%2025-09-302025-11-14history
Sponsored
BR BROADRIDGE FINL SOLUTIONS IN854 shares-4.47%2025-09-302025-11-14history
OC OWENS CORNING NEW1.4K shares-3.31%2025-09-302025-11-14history
APO APOLLO GLOBAL MGMT INC1.5K shares3.72%2025-09-302025-11-14history
VEEV VEEVA SYS INC672 shares-42.02%2025-09-302025-11-14history
TBLD THORNBURG INCM BUILDER OPP T10.0K shares0.00%2025-09-302025-11-14history
EBC EASTERN BANKSHARES INC10.0K sharesnew addition2025-09-302025-11-14history
PSTL POSTAL REALTY TRUST INC11.2K shares-3.79%2025-09-302025-11-14history
LYG LLOYDS BANKING GROUP PLC28.3K shares16.32%2025-09-302025-11-14history
Sponsored
EPM EVOLUTION PETE CORP23.4K shares-21.60%2025-09-302025-11-14history
ENLV ENLIVEX THERAPEUTICS LTD17.6K sharesnew addition2025-09-302025-11-14history
SCWO 374WATER INC12.5K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available