The Analysis of Retirement Planning Group, LLC's Holdings
Currently, Retirement Planning Group, LLC holds 407 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in VGSH (+1.1M shares, valued at $62.2M), SPY (+42.5K shares, valued at $28.3M), FTRB (+918.7K shares, valued at $23.3M); decreased their positions in SPGP (-91.1K shares, valued at $10.4M), GSLC (-71.7K shares, valued at $9.3M), VIG (-42.1K shares, valued at $9.1M); initiated new positions in FTRB (+918.7K shares, valued at $23.3M), VXF (+31.9K shares, valued at $6.7M), KORP (+113.6K shares, valued at $5.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS500.2K shares7.07%2025-09-302025-10-27
QGRW WISDOMTREE TR4.1M shares9.18%2025-09-302025-10-27 DIVI FRANKLIN TEMPLETON ETF TR4.8M shares6.90%2025-09-302025-10-27 FSMD FIDELITY COVINGTON TRUST3.8M shares7.10%2025-09-302025-10-27 PYLD PIMCO ETF TR5.3M shares10.98%2025-09-302025-10-27 UBND VICTORY PORTFOLIOS II6.0M shares13.01%2025-09-302025-10-27 DIVO AMPLIFY ETF TR2.8M shares2.45%2025-09-302025-10-27 FDVV FIDELITY COVINGTON TRUST2.2M shares10.09%2025-09-302025-10-27 FRDM EA SERIES TRUST2.4M shares0.58%2025-09-302025-10-27 FBND FIDELITY MERRIMACK STR TR2.3M shares9.72%2025-09-302025-10-27 NFLT ETFIS SER TR I3.7M shares8.68%2025-09-302025-10-27 BNDI NEOS ETF TRUST1.6M shares10.33%2025-09-302025-10-27 VGSH VANGUARD SCOTTSDALE FDS1.1M shares1216.25%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW49.9K shares4.09%2025-09-302025-10-27 AAPL APPLE INC180.9K shares44.61%2025-09-302025-10-27 VUG VANGUARD INDEX FDS83.8K shares0.44%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR54.2K shares362.52%2025-09-302025-10-27 SCHB SCHWAB STRATEGIC TR1.2M shares-19.53%2025-09-302025-10-27 MSFT MICROSOFT CORP56.5K shares104.41%2025-09-302025-10-27 VTV VANGUARD INDEX FDS140.1K shares1.91%2025-09-302025-10-27 QQQ INVESCO QQQ TR43.2K shares12.22%2025-09-302025-10-27 VIG VANGUARD SPECIALIZED FUNDS119.5K shares-26.03%2025-09-302025-10-27 GSLC GOLDMAN SACHS ETF TR184.6K shares-27.98%2025-09-302025-10-27 FTRB FEDERATED HERMES ETF TRUST918.7K sharesnew addition2025-09-302025-10-27 DTD WISDOMTREE TR232.0K shares8896.74%2025-09-302025-10-27 SPYV SPDR SERIES TRUST336.1K shares-2.85%2025-09-302025-10-27 SGOV ISHARES TR184.5K shares2117.43%2025-09-302025-10-27 IQLT ISHARES TR409.5K shares-31.05%2025-09-302025-10-27 SPGP INVESCO EXCHANGE TRADED FD T124.3K shares-42.31%2025-09-302025-10-27 CSHI NEOS ETF TRUST237.9K shares-1.84%2025-09-302025-10-27 WMT WALMART INC112.8K shares236.27%2025-09-302025-10-27 AMZN AMAZON COM INC50.3K shares88.20%2025-09-302025-10-27 DGRW WISDOMTREE TR118.9K shares0.15%2025-09-302025-10-27 VTI VANGUARD INDEX FDS30.9K shares2.53%2025-09-302025-10-27 NVDA NVIDIA CORPORATION53.8K shares5.91%2025-09-302025-10-27 XLP SELECT SECTOR SPDR TR119.3K shares273.45%2025-09-302025-10-27 VEA VANGUARD TAX-MANAGED FDS154.3K shares-4.76%2025-09-302025-10-27 BIV VANGUARD BD INDEX FDS116.8K shares-2.66%2025-09-302025-10-27 IVW ISHARES TR74.6K shares-0.41%2025-09-302025-10-27 BND VANGUARD BD INDEX FDS117.8K shares-17.92%2025-09-302025-10-27 IVV ISHARES TR11.1K shares4.52%2025-09-302025-10-27 VGT VANGUARD WORLD FD9.8K shares53.84%2025-09-302025-10-27 SCHF SCHWAB STRATEGIC TR301.2K shares-0.69%2025-09-302025-10-27 SCHG SCHWAB STRATEGIC TR217.6K shares-4.08%2025-09-302025-10-27 GLD SPDR GOLD TR19.0K shares39.39%2025-09-302025-10-27 VXF VANGUARD INDEX FDS31.9K sharesnew addition2025-09-302025-10-27 COWZ PACER FDS TR114.8K shares-52.06%2025-09-302025-10-27 SPTI SPDR SERIES TRUST215.7K shares-13.48%2025-09-302025-10-27 XLY SELECT SECTOR SPDR TR24.8K shares3.43%2025-09-302025-10-27 USVM VICTORY PORTFOLIOS II63.3K shares-10.51%2025-09-302025-10-27 VO VANGUARD INDEX FDS19.5K shares-0.48%2025-09-302025-10-27 PM PHILIP MORRIS INTL INC33.7K shares229.87%2025-09-302025-10-27 KORP AMERICAN CENTY ETF TR113.6K sharesnew addition2025-09-302025-10-27 HD HOME DEPOT INC12.5K shares144.66%2025-09-302025-10-27 EMXC ISHARES INC73.8K shares-2.01%2025-09-302025-10-27 PXF INVESCO EXCH TRADED FD TR II81.4K shares-1.17%2025-09-302025-10-27 GOOGL ALPHABET INC19.4K shares45.27%2025-09-302025-10-27 BMAR INNOVATOR ETFS TRUST91.2K shares-0.27%2025-09-302025-10-27 GOOG ALPHABET INC18.7K shares37.46%2025-09-302025-10-27 JEPI J P MORGAN EXCHANGE TRADED F79.0K shares30.75%2025-09-302025-10-27 ILCG ISHARES TR41.9K shares0.68%2025-09-302025-10-27 IJR ISHARES TR36.0K shares28.94%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INC DEL8.5K shares7.48%2025-09-302025-10-27 LMT LOCKHEED MARTIN CORP8.5K shares382.43%2025-09-302025-10-27 VWO VANGUARD INTL EQUITY INDEX F77.2K shares-0.38%2025-09-302025-10-27 GOF GUGGENHEIM STRATEGIC OPPORTU273.9K shares137.31%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.12.7K shares66.18%2025-09-302025-10-27 XOM EXXON MOBIL CORP35.4K shares87.92%2025-09-302025-10-27 DFAC DIMENSIONAL ETF TRUST102.3K shares4.07%2025-09-302025-10-27 FIXD FIRST TR EXCHNG TRADED FD VI84.8K shares52.01%2025-09-302025-10-27 GMUB GOLDMAN SACHS ETF TR73.2K shares31.16%2025-09-302025-10-27 NYF ISHARES TR68.1K sharesnew addition2025-09-302025-10-27 VNQ VANGUARD INDEX FDS39.5K shares-1.80%2025-09-302025-10-27 GSIE GOLDMAN SACHS ETF TR86.8K shares-0.39%2025-09-302025-10-27 JMUB J P MORGAN EXCHANGE TRADED F67.3K shares18.69%2025-09-302025-10-27 ITOT ISHARES TR23.2K shares-9.47%2025-09-302025-10-27 PG PROCTER AND GAMBLE CO21.9K shares400.73%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON17.7K shares203.04%2025-09-302025-10-27 TUSI TOUCHSTONE ETF TRUST127.6K shares-17.16%2025-09-302025-10-27 XLK SELECT SECTOR SPDR TR11.5K shares-0.59%2025-09-302025-10-27 SMMD ISHARES TR43.5K shares0.00%2025-09-302025-10-27 DFUS DIMENSIONAL ETF TRUST43.8K shares1.07%2025-09-302025-10-27 PLTR PALANTIR TECHNOLOGIES INC17.4K shares-26.48%2025-09-302025-10-27 SPMD SPDR SERIES TRUST54.7K shares-1.49%2025-09-302025-10-27 VB VANGUARD INDEX FDS12.2K shares8.30%2025-09-302025-10-27 SPYM SPDR SERIES TRUST39.5K shares-4.95%2025-09-302025-10-27 PEP PEPSICO INC21.0K shares429.97%2025-09-302025-10-27 NFLX NETFLIX INC2.4K shares25.66%2025-09-302025-10-27 RDVI FIRST TR EXCHANGE-TRADED FD108.7K shares101.72%2025-09-302025-10-27 SPGI S&P GLOBAL INC5.8K shares0.09%2025-09-302025-10-27 AMLP ALPS ETF TR59.2K shares112.32%2025-09-302025-10-27 VDC VANGUARD WORLD FD12.3K shares6.30%2025-09-302025-10-27 OMFL INVESCO EXCH TRD SLF IDX FD42.4K shares-3.90%2025-09-302025-10-27 DUK DUKE ENERGY CORP NEW20.6K sharesnew addition2025-09-302025-10-27 EFA ISHARES TR27.3K shares2.20%2025-09-302025-10-27 FLMI FRANKLIN TEMPLETON ETF TR103.1K shares30.23%2025-09-302025-10-27 HMOP HARTFORD FDS EXCHANGE TRADED65.3K shares32.33%2025-09-302025-10-27 VCRB VANGUARD MALVERN FDS31.8K shares-8.29%2025-09-302025-10-27 META META PLATFORMS INC3.4K shares76.24%2025-09-302025-10-27 TSLA TESLA INC5.5K shares102.08%2025-09-302025-10-27 VXUS VANGUARD STAR FDS32.8K shares1.07%2025-09-302025-10-27 JQUA J P MORGAN EXCHANGE TRADED F37.9K shares-0.31%2025-09-302025-10-27 ABBV ABBVIE INC10.1K shares224.89%2025-09-302025-10-27 IJK ISHARES TR24.3K shares-3.47%2025-09-302025-10-27 SO SOUTHERN CO23.6K shares355.53%2025-09-302025-10-27 DGRO ISHARES TR32.3K sharesnew addition2025-09-302025-10-27 SCHZ SCHWAB STRATEGIC TR91.8K shares-5.14%2025-09-302025-10-27 CRWD CROWDSTRIKE HLDGS INC4.3K shares25.22%2025-09-302025-10-27 XAR SPDR SERIES TRUST9.0K shares-5.70%2025-09-302025-10-27 IDEV ISHARES TR26.3K shares-1.97%2025-09-302025-10-27 SCHD SCHWAB STRATEGIC TR73.8K shares219.33%2025-09-302025-10-27 VTIP VANGUARD MALVERN FDS39.6K shares0.00%2025-09-302025-10-27 SCHV SCHWAB STRATEGIC TR66.4K shares-4.50%2025-09-302025-10-27 VONG VANGUARD SCOTTSDALE FDS16.0K shares0.11%2025-09-302025-10-27 VOOG VANGUARD ADMIRAL FDS INC4.4K shares0.36%2025-09-302025-10-27 BILS SPDR SERIES TRUST19.4K sharesnew addition2025-09-302025-10-27 FVD FIRST TR EXCHANGE-TRADED FD41.4K shares53.30%2025-09-302025-10-27 ABT ABBOTT LABS14.2K shares312.87%2025-09-302025-10-27 AVGO BROADCOM INC5.7K shares44.02%2025-09-302025-10-27 PULS PGIM ETF TR37.1K shares13.95%2025-09-302025-10-27 TSEC TOUCHSTONE ETF TRUST70.0K shares41.86%2025-09-302025-10-27 VPU VANGUARD WORLD FD9.7K shares145.86%2025-09-302025-10-27 IBM INTERNATIONAL BUSINESS MACHS6.4K shares75.74%2025-09-302025-10-27 USMV ISHARES TR18.6K shares-1.27%2025-09-302025-10-27 IVVW ISHARES TR37.7K shares650.42%2025-09-302025-10-27 BOND PIMCO ETF TR18.7K shares-41.14%2025-09-302025-10-27 EVRG EVERGY INC22.9K shares2.35%2025-09-302025-10-27 IOO ISHARES TR14.4K shares1.76%2025-09-302025-10-27 MCD MCDONALDS CORP5.6K sharesnew addition2025-09-302025-10-27 RTX RTX CORPORATION9.9K sharesnew addition2025-09-302025-10-27 FEZ SPDR INDEX SHS FDS25.9K shares0.00%2025-09-302025-10-27 QUAL ISHARES TR8.2K shares-2.44%2025-09-302025-10-27 V VISA INC4.7K shares3.82%2025-09-302025-10-27 SCHW SCHWAB CHARLES CORP16.7K shares70.54%2025-09-302025-10-27 JCPB J P MORGAN EXCHANGE TRADED F33.4K shares-1.16%2025-09-302025-10-27 FXL FIRST TR EXCHANGE TRADED FD9.2K shares21.87%2025-09-302025-10-27 LDOS LEIDOS HOLDINGS INC8.1K sharesnew addition2025-09-302025-10-27 BSV VANGUARD BD INDEX FDS19.3K shares0.64%2025-09-302025-10-27 AVXC AMERICAN CENTY ETF TR25.3K shares-1.01%2025-09-302025-10-27 GTO INVESCO ACTIVELY MANAGED EXC31.8K shares-3.79%2025-09-302025-10-27 SEI SOLARIS ENERGY INFRAS INC37.2K shares0.30%2025-09-302025-10-27 OPER ETF SER SOLUTIONS14.8K shares-25.81%2025-09-302025-10-27 IWN ISHARES TR8.3K sharesnew addition2025-09-302025-10-27 IWM ISHARES TR6.1K shares16.30%2025-09-302025-10-27 KO COCA COLA CO21.9K shares70.64%2025-09-302025-10-27 IWV ISHARES TR3.7K shares4.81%2025-09-302025-10-27 CSCO CISCO SYS INC20.7K shares67.86%2025-09-302025-10-27 DYNF BLACKROCK ETF TRUST23.9K shares0.24%2025-09-302025-10-27 XLE SELECT SECTOR SPDR TR15.8K shares10.76%2025-09-302025-10-27 BTCI NEOS ETF TRUST23.5K sharesnew addition2025-09-302025-10-27 XLC SELECT SECTOR SPDR TR11.7K shares-0.15%2025-09-302025-10-27 IWF ISHARES TR3.0K shares11.62%2025-09-302025-10-27 FNCL FIDELITY COVINGTON TRUST18.1K shares0.26%2025-09-302025-10-27 IMCV ISHARES TR16.6K shares-0.88%2025-09-302025-10-27 DE DEERE & CO2.9K sharesnew addition2025-09-302025-10-27 URTH ISHARES INC7.2K shares0.00%2025-09-302025-10-27 SOXX ISHARES TR4.7K shares-14.94%2025-09-302025-10-27 WM WASTE MGMT INC DEL5.7K shares473.69%2025-09-302025-10-27 COP CONOCOPHILLIPS13.3K sharesnew addition2025-09-302025-10-27 VZ VERIZON COMMUNICATIONS INC28.1K shares13.37%2025-09-302025-10-27 JCI JOHNSON CTLS INTL PLC11.1K sharesnew addition2025-09-302025-10-27 MO ALTRIA GROUP INC18.4K shares1.37%2025-09-302025-10-27 XLI SELECT SECTOR SPDR TR7.8K shares4.95%2025-09-302025-10-27 VOX VANGUARD WORLD FD6.4K shares45.32%2025-09-302025-10-27 ORCL ORACLE CORP4.2K shares14.77%2025-09-302025-10-27 RGLD ROYAL GOLD INC5.8K shares-1.62%2025-09-302025-10-27 IWB ISHARES TR3.1K shares3.86%2025-09-302025-10-27 VBK VANGUARD INDEX FDS3.9K shares-0.72%2025-09-302025-10-27 ACIO ETF SER SOLUTIONS26.4K shares-25.86%2025-09-302025-10-27 LLY ELI LILLY & CO1.5K shares306.23%2025-09-302025-10-27 IJH ISHARES TR17.5K shares15.61%2025-09-302025-10-27 VHT VANGUARD WORLD FD4.4K shares18.07%2025-09-302025-10-27 XLV SELECT SECTOR SPDR TR8.1K shares-27.13%2025-09-302025-10-27 PNC PNC FINL SVCS GROUP INC5.6K sharesnew addition2025-09-302025-10-27 VBR VANGUARD INDEX FDS5.3K shares1.93%2025-09-302025-10-27 SCHX SCHWAB STRATEGIC TR42.0K shares-0.64%2025-09-302025-10-27 SBUX STARBUCKS CORP12.8K shares0.53%2025-09-302025-10-27 LOW LOWES COS INC4.2K shares271.84%2025-09-302025-10-27 CAT CATERPILLAR INC2.2K shares56.02%2025-09-302025-10-27 FTEC FIDELITY COVINGTON TRUST4.7K shares-0.26%2025-09-302025-10-27 FXR FIRST TR EXCHANGE TRADED FD13.1K shares43.76%2025-09-302025-10-27 VTEI VANGUARD MUN BD FDS10.2K shares173.24%2025-09-302025-10-27 CRWV COREWEAVE INC7.4K shares0.68%2025-09-302025-10-27 RSP INVESCO EXCHANGE TRADED FD T5.3K shares-5.62%2025-09-302025-10-27 SPYG SPDR SERIES TRUST9.6K shares0.00%2025-09-302025-10-27 VFH VANGUARD WORLD FD7.6K shares33.60%2025-09-302025-10-27 AMGN AMGEN INC3.6K shares29.03%2025-09-302025-10-27 QYLD GLOBAL X FDS58.7K sharesnew addition2025-09-302025-10-27 XLF SELECT SECTOR SPDR TR18.3K shares1.78%2025-09-302025-10-27 JSI JANUS DETROIT STR TR18.8K sharesnew addition2025-09-302025-10-27 IGV ISHARES TR8.2K shares-20.79%2025-09-302025-10-27 MZTI MARZETTI COMPANY5.3K shares0.00%2025-09-302025-10-27 CVX CHEVRON CORP NEW5.9K sharesnew addition2025-09-302025-10-27 SDY SPDR SERIES TRUST6.5K sharesnew addition2025-09-302025-10-27 HIMU BLACKROCK ETF TRUST II18.2K sharesnew addition2025-09-302025-10-27 UAUG INNOVATOR ETFS TRUST22.4K shares0.00%2025-09-302025-10-27 FHLC FIDELITY COVINGTON TRUST13.0K shares0.54%2025-09-302025-10-27 VTEB VANGUARD MUN BD FDS17.3K shares-43.97%2025-09-302025-10-27 OKE ONEOK INC NEW11.9K shares6.90%2025-09-302025-10-27 DVY ISHARES TR6.0K shares-0.63%2025-09-302025-10-27 CDX SIMPLIFY EXCHANGE TRADED FUN37.3K sharesnew addition2025-09-302025-10-27 RSPT INVESCO EXCHANGE TRADED FD T18.9K shares0.55%2025-09-302025-10-27 PMAR INNOVATOR ETFS TRUST19.1K shares-4.04%2025-09-302025-10-27 IWR ISHARES TR8.4K shares0.68%2025-09-302025-10-27 NOC NORTHROP GRUMMAN CORP1.3K sharesnew addition2025-09-302025-10-27 SCHM SCHWAB STRATEGIC TR27.1K shares-0.56%2025-09-302025-10-27 FCNCA FIRST CTZNS BANCSHARES INC D449 sharesnew addition2025-09-302025-10-27 JVAL J P MORGAN EXCHANGE TRADED F16.8K shares-15.85%2025-09-302025-10-27 UNH UNITEDHEALTH GROUP INC2.3K sharesnew addition2025-09-302025-10-27 BBJP J P MORGAN EXCHANGE TRADED F11.5K shares3.46%2025-09-302025-10-27 AMD ADVANCED MICRO DEVICES INC4.7K shares14.22%2025-09-302025-10-27 IYW ISHARES TR3.9K sharesnew addition2025-09-302025-10-27 DRSK ETF SER SOLUTIONS26.0K shares-26.82%2025-09-302025-10-27 SCZ ISHARES TR9.7K shares-4.98%2025-09-302025-10-27 BAC BANK AMERICA CORP14.3K shares31.38%2025-09-302025-10-27 CRM SALESFORCE INC3.1K sharesnew addition2025-09-302025-10-27 DUBS ETF SER SOLUTIONS19.8K shares-22.74%2025-09-302025-10-27 FHB FIRST HAWAIIAN INC29.1K shares-11.02%2025-09-302025-10-27 CR CRANE COMPANY3.9K sharesnew addition2025-09-302025-10-27 BNS BANK NOVA SCOTIA HALIFAX11.0K shares-11.81%2025-09-302025-10-27 IDUB ETF SER SOLUTIONS29.5K shares-25.82%2025-09-302025-10-27 FXD FIRST TR EXCHANGE TRADED FD10.1K shares-0.92%2025-09-302025-10-27 LRGF ISHARES TR10.0K shares0.91%2025-09-302025-10-27 VIS VANGUARD WORLD FD2.3K shares107.47%2025-09-302025-10-27 APH AMPHENOL CORP NEW5.5K shares4.49%2025-09-302025-10-27 DIS DISNEY WALT CO5.9K shares10.38%2025-09-302025-10-27 PAUG INNOVATOR ETFS TRUST15.7K shares-0.82%2025-09-302025-10-27 JAAA JANUS DETROIT STR TR13.1K sharesnew addition2025-09-302025-10-27 BOTZ GLOBAL X FDS18.6K shares-38.29%2025-09-302025-10-27 AGG ISHARES TR6.5K shares-0.18%2025-09-302025-10-27 AXP AMERICAN EXPRESS CO2.0K shares7.87%2025-09-302025-10-27 PPL PPL CORP17.5K sharesnew addition2025-09-302025-10-27 VCR VANGUARD WORLD FD1.6K shares77.20%2025-09-302025-10-27 IBIT ISHARES BITCOIN TRUST ETF9.9K shares160.68%2025-09-302025-10-27 QCOM QUALCOMM INC3.9K shares0.42%2025-09-302025-10-27 VGK VANGUARD INTL EQUITY INDEX F8.0K shares39.53%2025-09-302025-10-27 RUSHA RUSH ENTERPRISES INC12.0K shares0.33%2025-09-302025-10-27 NEE NEXTERA ENERGY INC8.3K sharesnew addition2025-09-302025-10-27 UAPR INNOVATOR ETFS TRUST19.4K shares0.00%2025-09-302025-10-27 SLV ISHARES SILVER TR14.7K sharesnew addition2025-09-302025-10-27 IYZ ISHARES TR19.0K shares3.90%2025-09-302025-10-27 LPLA LPL FINL HLDGS INC1.8K sharesnew addition2025-09-302025-10-27 VTEC VANGUARD CALIF TAX FREE FDS6.1K shares-8.47%2025-09-302025-10-27 AAXJ ISHARES TR6.6K shares30.85%2025-09-302025-10-27 TMSL T ROWE PRICE ETF INC17.0K shares0.00%2025-09-302025-10-27 GD GENERAL DYNAMICS CORP1.7K sharesnew addition2025-09-302025-10-27 HON HONEYWELL INTL INC2.8K shares191.63%2025-09-302025-10-27 IYF ISHARES TR4.6K shares58.20%2025-09-302025-10-27 OSCV ETF SER SOLUTIONS15.2K shares-22.45%2025-09-302025-10-27 WTTR SELECT WATER SOLUTIONS INC54.1K shares0.86%2025-09-302025-10-27 VONE VANGUARD SCOTTSDALE FDS1.9K shares0.00%2025-09-302025-10-27 VUSB VANGUARD BD INDEX FDS11.4K shares-41.44%2025-09-302025-10-27 T AT&T INC19.8K shares40.28%2025-09-302025-10-27 RDVY FIRST TR EXCHANGE TRADED FD8.1K sharesnew addition2025-09-302025-10-27 BMAY INNOVATOR ETFS TRUST12.4K shares-13.87%2025-09-302025-10-27 BLV VANGUARD BD INDEX FDS7.7K shares-0.97%2025-09-302025-10-27 VEU VANGUARD INTL EQUITY INDEX F7.6K shares1.13%2025-09-302025-10-27 MA MASTERCARD INCORPORATED949 shares15.59%2025-09-302025-10-27 ADME ETF SER 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addition2025-09-302025-10-27 VCRM VANGUARD MUN BD FDS3.3K shares-39.70%2025-09-302025-10-27 PSX PHILLIPS 661.8K sharesnew addition2025-09-302025-10-27 AIT APPLIED INDL TECHNOLOGIES IN936 sharesnew addition2025-09-302025-10-27 FXN FIRST TR EXCHANGE TRADED FD14.9K sharesnew addition2025-09-302025-10-27 MMM 3M CO1.6K sharesnew addition2025-09-302025-10-27 VTES VANGUARD WELLINGTON FD2.4K sharesnew addition2025-09-302025-10-27 CRSP CRISPR THERAPEUTICS AG3.7K sharesnew addition2025-09-302025-10-27 OCTZ ELEVATION SERIES TRUST5.5K sharesnew addition2025-09-302025-10-27 CMI CUMMINS INC566 sharesnew addition2025-09-302025-10-27 LRCX LAM RESEARCH CORP1.8K sharesnew addition2025-09-302025-10-27 INTC INTEL CORP7.1K sharesnew addition2025-09-302025-10-27 IHI ISHARES TR3.9K sharesnew addition2025-09-302025-10-27 FXU FIRST TR EXCHANGE TRADED FD5.2K sharesnew addition2025-09-302025-10-27 EWC ISHARES INC4.6K sharesnew addition2025-09-302025-10-27 CNI CANADIAN NATL RY CO2.5K shares14.83%2025-09-302025-10-27 QRVO QORVO INC2.6K sharesnew addition2025-09-302025-10-27 BMY BRISTOL-MYERS SQUIBB CO5.1K sharesnew addition2025-09-302025-10-27 CMF ISHARES TR4.0K shares0.78%2025-09-302025-10-27 IAUM ISHARES GOLD TR5.9K sharesnew addition2025-09-302025-10-27 IYK ISHARES TR3.3K sharesnew addition2025-09-302025-10-27 TMUS T-MOBILE US INC949 sharesnew addition2025-09-302025-10-27 DFCA DIMENSIONAL ETF TRUST4.6K shares0.71%2025-09-302025-10-27 LHX L3HARRIS TECHNOLOGIES INC742 sharesnew addition2025-09-302025-10-27 IUSG ISHARES TR1.4K sharesnew addition2025-09-302025-10-27 WFC WELLS FARGO CO NEW2.7K sharesnew addition2025-09-302025-10-27 RCL ROYAL CARIBBEAN GROUP689 shares3.30%2025-09-302025-10-27 MPC MARATHON PETE CORP1.2K sharesnew addition2025-09-302025-10-27 RSPS INVESCO EXCHANGE TRADED FD T7.5K shares-39.73%2025-09-302025-10-27 FBTC FIDELITY WISE ORIGIN BITCOIN2.2K sharesnew addition2025-09-302025-10-27 BLK BLACKROCK INC186 sharesnew addition2025-09-302025-10-27 IVE ISHARES TR1.0K sharesnew addition2025-09-302025-10-27 UOCT INNOVATOR ETFS TRUST5.6K shares0.00%2025-09-302025-10-27 EEM ISHARES TR4.0K sharesnew addition2025-09-302025-10-27 FLAX FRANKLIN TEMPLETON ETF TR7.4K sharesnew addition2025-09-302025-10-27 FCOM FIDELITY COVINGTON TRUST3.0K sharesnew addition2025-09-302025-10-27 DHR DANAHER CORPORATION1.1K sharesnew addition2025-09-302025-10-27 NKE NIKE INC3.0K sharesnew addition2025-09-302025-10-27 ORLY OREILLY AUTOMOTIVE INC1.9K sharesnew addition2025-09-302025-10-27 C CITIGROUP INC2.0K sharesnew addition2025-09-302025-10-27 PRF INVESCO EXCHANGE TRADED FD T4.6K sharesnew addition2025-09-302025-10-27 MDLZ MONDELEZ INTL INC3.3K sharesnew addition2025-09-302025-10-27 SRE SEMPRA2.3K sharesnew addition2025-09-302025-10-27 VWOB VANGUARD WHITEHALL FDS3.0K sharesnew addition2025-09-302025-10-27 OXY OCCIDENTAL PETE CORP4.3K sharesnew addition2025-09-302025-10-27 IWO ISHARES TR628 sharesnew addition2025-09-302025-10-27 ETY EATON VANCE TAX-MANAGED DIVE11.8K shares16.77%2025-09-302025-10-27 F FORD MTR CO10.9K sharesnew addition2025-09-302025-10-27 EXK ENDEAVOUR SILVER CORP15.0K sharesnew addition2025-09-302025-10-27 ALTO ALTO INGREDIENTS INC24.0K shares0.00%2025-09-302025-10-27 ADV ADVANTAGE SOLUTIONS INC11.5K sharesnew addition2025-09-302025-10-27 CGTX COGNITION THERAPEUTICS INC10.0K shares0.00%2025-09-302025-10-27 IMUX IMMUNIC INC10.4K shares0.00%2025-09-302025-10-27 Call Option Holdings
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