The Analysis of Root Financial Partners, LLC's Holdings
Currently, Root Financial Partners, LLC holds 2297 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in DFUS (+1.5M shares, valued at $106.2M), DFAI (+975.1K shares, valued at $35.4M), DFSD (+665.4K shares, valued at $32.1M); decreased their positions in BABA (-10.5K shares, valued at $1.9M), VYM (-9.5K shares, valued at $1.3M), HD (-2.6K shares, valued at $1.1M); initiated new positions in VOE (+3.8K shares, valued at $660.9K), SLYV (+7.3K shares, valued at $646.9K), UBS (+15.4K shares, valued at $630.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF4.6M shares47.36%2025-09-302025-10-29
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF3.8M shares34.77%2025-09-302025-10-29
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF1.9M shares55.81%2025-09-302025-10-29
DFCF DIMENSIONAL CORE FIXED INCOME ETF2.1M shares51.98%2025-09-302025-10-29
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF2.7M shares38.97%2025-09-302025-10-29
DFAS DIMENSIONAL U.S. SMALL CAP ETF974.2K shares74.23%2025-09-302025-10-29
DFLV DIMENSIONAL US LARGE CAP VALUE ETF1.9M shares93.32%2025-09-302025-10-29
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF955.8K shares57.04%2025-09-302025-10-29
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF1.0M shares5.39%2025-09-302025-10-29
DFAR DIMENSIONAL US REAL ESTATE ETF1.6M shares50.09%2025-09-302025-10-29
NVDA NVIDIA CORPORATION COM194.7K shares252.99%2025-09-302025-10-29
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF780.4K shares31.61%2025-09-302025-10-29
VUG VANGUARD GROWTH ETF74.8K shares62.49%2025-09-302025-10-29
VTI VANGUARD TOTAL STOCK MARKET ETF94.7K shares38.00%2025-09-302025-10-29
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF779.2K shares77.47%2025-09-302025-10-29
AAPL APPLE INC COM113.3K shares8.93%2025-09-302025-10-29
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF893.6K shares40.44%2025-09-302025-10-29
DFSV DIMENSIONAL US SMALL CAP VALUE ETF876.7K shares12.03%2025-09-302025-10-29
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF511.0K shares65.76%2025-09-302025-10-29
MSFT MICROSOFT CORP COM29.0K shares15.58%2025-09-302025-10-29
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF161.3K shares-2.10%2025-09-302025-10-29
VOO VANGUARD S&P 500 ETF15.8K shares50.65%2025-09-302025-10-29
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF259.0K shares8.30%2025-09-302025-10-29
BND VANGUARD TOTAL BOND MARKET ETF109.3K shares27.35%2025-09-302025-10-29
AMZN AMAZON COM INC COM34.3K shares4.48%2025-09-302025-10-29
AVGO BROADCOM INC COM21.3K shares3.42%2025-09-302025-10-29
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF68.3K shares129.03%2025-09-302025-10-29
GOOGL ALPHABET INC CAP STK CL A28.1K shares1.67%2025-09-302025-10-29
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW13.5K shares5.66%2025-09-302025-10-29
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF148.2K shares6.02%2025-09-302025-10-29
META META PLATFORMS INC CL A7.0K shares13.89%2025-09-302025-10-29
HD HOME DEPOT INC COM12.1K shares-17.90%2025-09-302025-10-29
VEA VANGUARD FTSE DEVELOPED MARKETS ETF76.5K shares113.24%2025-09-302025-10-29
QQQ INVESCO QQQ TRUST SERIES I7.4K shares11.15%2025-09-302025-10-29
VB VANGUARD SMALL-CAP ETF15.6K shares73.54%2025-09-302025-10-29
VTV VANGUARD VALUE ETF20.9K shares35.85%2025-09-302025-10-29
TSLA TESLA INC COM8.7K shares7.02%2025-09-302025-10-29
ORCL ORACLE CORP COM13.2K shares73.30%2025-09-302025-10-29
QQQM INVESCO NASDAQ 100 ETF14.4K shares5.94%2025-09-302025-10-29
GOOG ALPHABET INC CAP STK CL C14.0K shares22.77%2025-09-302025-10-29
VWO VANGUARD FTSE EMERGING MARKETS ETF60.1K shares17.70%2025-09-302025-10-29
NFLX NETFLIX INC COM2.6K shares22.19%2025-09-302025-10-29
DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF52.4K shares57.27%2025-09-302025-10-29
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF22.9K shares281.68%2025-09-302025-10-29
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF73.2K shares392.71%2025-09-302025-10-29
HWM HOWMET AEROSPACE INC COM11.3K shares0.97%2025-09-302025-10-29
VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF22.1K shares77.85%2025-09-302025-10-29
LLY ELI LILLY & CO COM2.8K shares-6.72%2025-09-302025-10-29
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF44.6K shares503.93%2025-09-302025-10-29
RSP INVESCO S&P 500 EQUAL WEIGHT ETF11.1K shares13.19%2025-09-302025-10-29
JPM JPMORGAN CHASE & CO. COM6.6K shares45.81%2025-09-302025-10-29
BSV VANGUARD SHORT-TERM BOND ETF26.0K shares45.05%2025-09-302025-10-29
VXF VANGUARD EXTENDED MARKET ETF9.5K shares13.44%2025-09-302025-10-29
COST COSTCO WHSL CORP NEW COM2.2K shares28.44%2025-09-302025-10-29
SPYM SPDR PORTFOLIO S&P 500 ETF25.1K shares9.68%2025-09-302025-10-29
SCHD SCHWAB US DIVIDEND EQUITY ETF71.1K shares43.82%2025-09-302025-10-29
JNJ JOHNSON & JOHNSON COM9.7K shares-9.33%2025-09-302025-10-29
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF12.5K shares-43.11%2025-09-302025-10-29
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF30.2K shares6.44%2025-09-302025-10-29
CAT CATERPILLAR INC COM3.6K shares15.03%2025-09-302025-10-29
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF20.3K shares26.06%2025-09-302025-10-29
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF24.3K shares15.38%2025-09-302025-10-29
VUSB VANGUARD ULTRA-SHORT BOND ETF32.6K shares62.82%2025-09-302025-10-29
VNQ VANGUARD REAL ESTATE ETF16.5K shares68.59%2025-09-302025-10-29
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF39.4K shares6.70%2025-09-302025-10-29
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF29.1K shares214.84%2025-09-302025-10-29
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF34.9K shares20.80%2025-09-302025-10-29
V VISA INC COM CL A4.3K shares7.78%2025-09-302025-10-29
SPY SPDR S&P 500 ETF TRUST2.2K shares19.67%2025-09-302025-10-29
IVV ISHARES CORE S&P 500 ETF2.1K shares0.56%2025-09-302025-10-29
VTEB VANGUARD TAX-EXEMPT BOND ETF28.1K shares5.69%2025-09-302025-10-29
CVX CHEVRON CORP NEW COM8.7K shares13.77%2025-09-302025-10-29
RTX RTX CORPORATION COM8.0K shares27.24%2025-09-302025-10-29
ISRG INTUITIVE SURGICAL INC COM NEW2.9K shares-2.34%2025-09-302025-10-29
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF40.6K shares179.22%2025-09-302025-10-29
PLTR PALANTIR TECHNOLOGIES INC CL A6.7K shares4.41%2025-09-302025-10-29
VO VANGUARD MID-CAP ETF4.0K shares53.74%2025-09-302025-10-29
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND16.4K shares67.12%2025-09-302025-10-29
MA MASTERCARD INCORPORATED CL A2.0K shares4.83%2025-09-302025-10-29
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF20.5K shares6.20%2025-09-302025-10-29
ABBV ABBVIE INC COM4.7K shares27.58%2025-09-302025-10-29
WMT WALMART INC COM10.4K shares-0.53%2025-09-302025-10-29
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF9.3K shares0.00%2025-09-302025-10-29
LRCX LAM RESEARCH CORP COM NEW7.7K shares-2.11%2025-09-302025-10-29
XOM EXXON MOBIL CORP COM9.1K shares8.52%2025-09-302025-10-29
EPD ENTERPRISE PRODS PARTNERS L P COM32.3K shares6.49%2025-09-302025-10-29
MRK MERCK & CO INC COM11.4K shares4.56%2025-09-302025-10-29
MOAT VANECK MORNINGSTAR WIDE MOAT ETF9.6K shares0.00%2025-09-302025-10-29
SPOT SPOTIFY TECHNOLOGY S A SHS1.3K shares-1.27%2025-09-302025-10-29
VFQY VANGUARD U.S. QUALITY FACTOR ETF6.0K shares160.81%2025-09-302025-10-29
VV VANGUARD LARGE-CAP ETF2.9K shares191.25%2025-09-302025-10-29
SHY ISHARES 1-3 YEAR TREASURY BOND ETF10.8K shares10.05%2025-09-302025-10-29
IJH ISHARES CORE S&P MID-CAP ETF13.2K shares18.31%2025-09-302025-10-29
IJR ISHARES CORE S&P SMALL CAP ETF7.2K shares29.89%2025-09-302025-10-29
KLAC KLA CORP COM NEW786 shares4.66%2025-09-302025-10-29
SCHF SCHWAB INTERNATIONAL EQUITY ETF35.4K shares78.66%2025-09-302025-10-29
DGRO ISHARES CORE DIVIDEND GROWTH ETF11.7K shares224.47%2025-09-302025-10-29
XLK TECHNOLOGY SELECT SECTOR SPDR FUND2.8K shares16.14%2025-09-302025-10-29
IYW ISHARES U.S. TECHNOLOGY ETF4.0K shares-2.41%2025-09-302025-10-29
IEFA ISHARES CORE MSCI EAFE ETF8.9K shares15.97%2025-09-302025-10-29
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND7.1K shares7.75%2025-09-302025-10-29
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF5.4K shares79.44%2025-09-302025-10-29
LPLA LPL FINL HLDGS INC COM2.3K shares1.60%2025-09-302025-10-29
PG PROCTER AND GAMBLE CO COM4.9K shares21.97%2025-09-302025-10-29
IWD ISHARES RUSSELL 1000 VALUE ETF3.7K shares59.02%2025-09-302025-10-29
IWM ISHARES RUSSELL 2000 ETF3.1K shares56.62%2025-09-302025-10-29
SCHX SCHWAB U.S. LARGE-CAP ETF28.1K shares20.46%2025-09-302025-10-29
SCHB SCHWAB U.S. BROAD MARKET ETF27.3K shares53.63%2025-09-302025-10-29
ANET ARISTA NETWORKS INC COM SHS4.8K shares31.35%2025-09-302025-10-29
ECL ECOLAB INC COM2.5K shares4.11%2025-09-302025-10-29
AXP AMERICAN EXPRESS CO COM2.0K shares51.99%2025-09-302025-10-29
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF10.2K shares7.10%2025-09-302025-10-29
GE GE AEROSPACE COM NEW2.2K shares18.38%2025-09-302025-10-29
VOE VANGUARD MID-CAP VALUE ETF3.8K sharesnew addition2025-09-302025-10-29
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF20.6K shares3.37%2025-09-302025-10-29
SLYV SPDR S&P 600 SMALL CAP VALUE ETF7.3K sharesnew addition2025-09-302025-10-29
BLK BLACKROCK INC COM553 shares0.55%2025-09-302025-10-29
VIG VANGUARD DIVIDEND APPRECIATION ETF3.0K shares-12.82%2025-09-302025-10-29
BAC BANK AMERICA CORP COM12.3K shares5.63%2025-09-302025-10-29
ABT ABBOTT LABS COM4.7K shares32.92%2025-09-302025-10-29
UBS UBS GROUP AG SHS15.4K sharesnew addition2025-09-302025-10-29
CRM SALESFORCE INC COM2.6K shares-20.12%2025-09-302025-10-29
BCBP BCB BANCORP INC COM71.5K shares0.00%2025-09-302025-10-29
DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF14.7K shares33.62%2025-09-302025-10-29
AMD ADVANCED MICRO DEVICES INC COM3.8K shares-10.67%2025-09-302025-10-29
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF14.1K shares2.92%2025-09-302025-10-29
IWF ISHARES RUSSELL 1000 GROWTH ETF1.3K shares57.60%2025-09-302025-10-29
USFR WISDOMTREE FLOATING RATE TREASURY FUND11.8K shares-17.84%2025-09-302025-10-29
GS GOLDMAN SACHS GROUP INC COM745 shares18.44%2025-09-302025-10-29
IBM INTERNATIONAL BUSINESS MACHS COM2.1K shares36.80%2025-09-302025-10-29
KO COCA COLA CO COM8.6K shares11.47%2025-09-302025-10-29
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND12.2K shares30.27%2025-09-302025-10-29
UNH UNITEDHEALTH GROUP INC COM1.6K shares-4.43%2025-09-302025-10-29
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF8.2K sharesnew addition2025-09-302025-10-29
QCOM QUALCOMM INC COM3.3K shares13.58%2025-09-302025-10-29
ESGU ISHARES ESG AWARE MSCI USA ETF3.6K shares1.45%2025-09-302025-10-29
HUBS HUBSPOT INC COM1.1K shares-12.42%2025-09-302025-10-29
CSCO CISCO SYS INC COM7.6K shares20.96%2025-09-302025-10-29
VZ VERIZON COMMUNICATIONS INC COM11.8K shares-13.16%2025-09-302025-10-29
DIS DISNEY WALT CO COM4.5K shares39.94%2025-09-302025-10-29
SCHH SCHWAB U.S. REIT ETF23.8K shares10.97%2025-09-302025-10-29
PM PHILIP MORRIS INTL INC COM3.1K shares130.60%2025-09-302025-10-29
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.1K shares5.36%2025-09-302025-10-29
ESGD ISHARES ESG AWARE MSCI EAFE ETF5.5K shares4.04%2025-09-302025-10-29
VBR VANGUARD SMALL CAP VALUE ETF2.4K shares-40.20%2025-09-302025-10-29
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF5.6K shares0.00%2025-09-302025-10-29
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF16.9K shares3.82%2025-09-302025-10-29
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF2.2K shares14.07%2025-09-302025-10-29
VOOV VANGUARD S&P 500 VALUE ETF2.4K shares0.04%2025-09-302025-10-29
VGT VANGUARD INFORMATION TECHNOLOGY ETF644 shares-30.53%2025-09-302025-10-29
COF CAPITAL ONE FINL CORP COM2.2K shares55.86%2025-09-302025-10-29
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9.4K shares102.59%2025-09-302025-10-29
DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF11.6K shares8.04%2025-09-302025-10-29
WFC WELLS FARGO CO NEW COM5.6K shares27.52%2025-09-302025-10-29
SHV ISHARES SHORT TREASURY BOND ETF4.2K shares-50.26%2025-09-302025-10-29
SHOP SHOPIFY INC CL A SUB VTG SHS3.1K shares-7.45%2025-09-302025-10-29
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.6K shares3.07%2025-09-302025-10-29
C CITIGROUP INC COM NEW4.4K shares4.94%2025-09-302025-10-29
DFAW DIMENSIONAL WORLD EQUITY ETF6.3K shares-6.36%2025-09-302025-10-29
USB US BANCORP DEL COM NEW9.3K sharesnew addition2025-09-302025-10-29
GLD SPDR GOLD SHARES1.3K shares37.13%2025-09-302025-10-29
MCD MCDONALDS CORP COM1.5K shares-3.44%2025-09-302025-10-29
MS MORGAN STANLEY COM NEW2.8K shares5.40%2025-09-302025-10-29
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS2.4K shares-81.13%2025-09-302025-10-29
CMCSA COMCAST CORP NEW CL A13.8K shares36.52%2025-09-302025-10-29
MGK VANGUARD MEGA CAP GROWTH ETF1.1K shares27.76%2025-09-302025-10-29
PEP PEPSICO INC COM3.0K shares-21.93%2025-09-302025-10-29
FLTR VANECK IG FLOATING RATE ETF16.3K shares0.00%2025-09-302025-10-29
ADP AUTOMATIC DATA PROCESSING INC COM1.4K shares90.64%2025-09-302025-10-29
CVS CVS HEALTH CORP COM5.5K shares0.57%2025-09-302025-10-29
TJX TJX COS INC NEW COM2.8K shares61.18%2025-09-302025-10-29
AMAT APPLIED MATLS INC COM2.0K shares22.94%2025-09-302025-10-29
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF4.7K shares86.15%2025-09-302025-10-29
LOW LOWES COS INC COM1.6K shares19.48%2025-09-302025-10-29
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF12.6K shares0.33%2025-09-302025-10-29
DE DEERE & CO COM861 shares52.66%2025-09-302025-10-29
ASML ASML HOLDING N V N Y REGISTRY SHS405 shares-2.64%2025-09-302025-10-29
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF5.4K shares31.18%2025-09-302025-10-29
VOT VANGUARD MID-CAP GROWTH ETF1.3K shares59.07%2025-09-302025-10-29
XAR SPDR S&P AEROSPACE & DEFENSE ETF1.6K shares0.00%2025-09-302025-10-29
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF10.5K shares36.31%2025-09-302025-10-29
JPST JPMORGAN ULTRA-SHORT INCOME ETF7.3K shares-34.86%2025-09-302025-10-29
SBUX STARBUCKS CORP COM4.4K shares19.66%2025-09-302025-10-29
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF4.1K shares-30.77%2025-09-302025-10-29
IWV ISHARES RUSSELL 3000 ETF957 sharesnew addition2025-09-302025-10-29
APP APPLOVIN CORP COM CL A498 sharesnew addition2025-09-302025-10-29
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF7.2K shares6.40%2025-09-302025-10-29
HOOD ROBINHOOD MKTS INC COM CL A2.5K sharesnew addition2025-09-302025-10-29
SCHA SCHWAB U.S. SMALL-CAP ETF12.7K shares30.23%2025-09-302025-10-29
VOOG VANGUARD S&P 500 GROWTH ETF813 shares13.23%2025-09-302025-10-29
IJJ ISHARES S&P MID-CAP 400 VALUE ETF2.7K shares12.68%2025-09-302025-10-29
MDYG SPDR S&P 400 MID CAP GROWTH ETF3.8K shares0.00%2025-09-302025-10-29
O REALTY INCOME CORP COM5.7K shares16.12%2025-09-302025-10-29
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF2.3K shares22.23%2025-09-302025-10-29
KFY KORN FERRY COM NEW4.9K shares0.70%2025-09-302025-10-29
AMGN AMGEN INC COM1.2K shares9.74%2025-09-302025-10-29
PRF INVESCO RAFI US 1000 ETF7.5K sharesnew addition2025-09-302025-10-29
T AT&T INC COM12.0K shares-22.53%2025-09-302025-10-29
HON HONEYWELL INTL INC COM1.6K shares62.42%2025-09-302025-10-29
CGDV CAPITAL GROUP DIVIDEND VALUE ETF8.0K shares50.44%2025-09-302025-10-29
XLF FINANCIAL SELECT SECTOR SPDR FUND6.1K shares-1.05%2025-09-302025-10-29
MO ALTRIA GROUP INC COM5.0K sharesnew addition2025-09-302025-10-29
LMT LOCKHEED MARTIN CORP COM657 shares19.24%2025-09-302025-10-29
QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.7K shares46.05%2025-09-302025-10-29
WPC WP CAREY INC COM4.8K sharesnew addition2025-09-302025-10-29
MNST MONSTER BEVERAGE CORP NEW COM4.8K sharesnew addition2025-09-302025-10-29
ARDX ARDELYX INC COM57.5K shares0.00%2025-09-302025-10-29
GEV GE VERNOVA INC COM514 shares29.80%2025-09-302025-10-29
DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF5.8K shares48.26%2025-09-302025-10-29
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF3.5K shares0.00%2025-09-302025-10-29
UNP UNION PAC CORP COM1.3K sharesnew addition2025-09-302025-10-29
MMM 3M CO COM1.9K shares32.42%2025-09-302025-10-29
ALL ALLSTATE CORP COM1.4K sharesnew addition2025-09-302025-10-29
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF9.5K shares-39.03%2025-09-302025-10-29
AVUS AVANTIS U.S. EQUITY ETF2.7K sharesnew addition2025-09-302025-10-29
UBER UBER TECHNOLOGIES INC COM2.9K shares1.13%2025-09-302025-10-29
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND3.4K sharesnew addition2025-09-302025-10-29
NSC NORFOLK SOUTHN CORP COM952 shares3.14%2025-09-302025-10-29
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SCHV SCHWAB U.S. LARGE-CAP VALUE ETF3.1K sharesnew addition2025-09-302025-10-29
IJK ISHARES S&P MID-CAP 400 GROWTH ETF952 sharesnew addition2025-09-302025-10-29
MRVL MARVELL TECHNOLOGY INC COM1.1K sharesnew addition2025-09-302025-10-29
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ITT ITT INC COM502 sharesnew addition2025-09-302025-10-29
DEED FIRST TRUST SECURITIZED PLUS ETF4.1K sharesnew addition2025-09-302025-10-29
NAVI NAVIENT CORPORATION COM6.7K sharesnew addition2025-09-302025-10-29
IONS IONIS PHARMACEUTICALS INC COM1.3K sharesnew addition2025-09-302025-10-29
BDX BECTON DICKINSON & CO COM468 sharesnew addition2025-09-302025-10-29
DASH DOORDASH INC CL A322 sharesnew addition2025-09-302025-10-29
SCHM SCHWAB U.S. MID-CAP ETF3.0K sharesnew addition2025-09-302025-10-29
VRTX VERTEX PHARMACEUTICALS INC COM223 sharesnew addition2025-09-302025-10-29
ARES ARES MANAGEMENT CORPORATION CL A COM STK545 sharesnew addition2025-09-302025-10-29
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS369 sharesnew addition2025-09-302025-10-29
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JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF1.3K sharesnew addition2025-09-302025-10-29
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF2.4K sharesnew addition2025-09-302025-10-29
YUM YUM BRANDS INC COM566 sharesnew addition2025-09-302025-10-29
MCO MOODYS CORP COM179 sharesnew addition2025-09-302025-10-29
KKR KKR & CO INC COM655 sharesnew addition2025-09-302025-10-29
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS3.5K sharesnew addition2025-09-302025-10-29
FIX COMFORT SYS USA INC COM103 sharesnew addition2025-09-302025-10-29
SHE SPDR MSCI USA GENDER DIVERSITY ETF666 sharesnew addition2025-09-302025-10-29
PCAR PACCAR INC COM861 sharesnew addition2025-09-302025-10-29
ILCV ISHARES MORNINGSTAR VALUE ETF935 sharesnew addition2025-09-302025-10-29
CCI CROWN CASTLE INC COM871 sharesnew addition2025-09-302025-10-29
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF881 sharesnew addition2025-09-302025-10-29
AGG ISHARES CORE U.S. AGGREGATE BOND ETF836 sharesnew addition2025-09-302025-10-29
WEC WEC ENERGY GROUP INC COM731 sharesnew addition2025-09-302025-10-29
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available