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).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF4.6M shares47.36%2025-09-302025-10-29history
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF3.8M shares34.77%2025-09-302025-10-29history
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF1.9M shares55.81%2025-09-302025-10-29history
DFCF DIMENSIONAL CORE FIXED INCOME ETF2.1M shares51.98%2025-09-302025-10-29history
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF2.7M shares38.97%2025-09-302025-10-29history
DFAS DIMENSIONAL U.S. SMALL CAP ETF974.2K shares74.23%2025-09-302025-10-29history
DFLV DIMENSIONAL US LARGE CAP VALUE ETF1.9M shares93.32%2025-09-302025-10-29history
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF955.8K shares57.04%2025-09-302025-10-29history
Sponsored
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF1.0M shares5.39%2025-09-302025-10-29history
DFAR DIMENSIONAL US REAL ESTATE ETF1.6M shares50.09%2025-09-302025-10-29history
NVDA NVIDIA CORPORATION COM194.7K shares252.99%2025-09-302025-10-29history
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF780.4K shares31.61%2025-09-302025-10-29history
VUG VANGUARD GROWTH ETF74.8K shares62.49%2025-09-302025-10-29history
VTI VANGUARD TOTAL STOCK MARKET ETF94.7K shares38.00%2025-09-302025-10-29history
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF779.2K shares77.47%2025-09-302025-10-29history
AAPL APPLE INC COM113.3K shares8.93%2025-09-302025-10-29history
Sponsored
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF893.6K shares40.44%2025-09-302025-10-29history
DFSV DIMENSIONAL US SMALL CAP VALUE ETF876.7K shares12.03%2025-09-302025-10-29history
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF511.0K shares65.76%2025-09-302025-10-29history
MSFT MICROSOFT CORP COM29.0K shares15.58%2025-09-302025-10-29history
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF161.3K shares-2.10%2025-09-302025-10-29history
VOO VANGUARD S&P 500 ETF15.8K shares50.65%2025-09-302025-10-29history
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF259.0K shares8.30%2025-09-302025-10-29history
BND VANGUARD TOTAL BOND MARKET ETF109.3K shares27.35%2025-09-302025-10-29history
Sponsored
AMZN AMAZON COM INC COM34.3K shares4.48%2025-09-302025-10-29history
AVGO BROADCOM INC COM21.3K shares3.42%2025-09-302025-10-29history
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF68.3K shares129.03%2025-09-302025-10-29history
GOOGL ALPHABET INC CAP STK CL A28.1K shares1.67%2025-09-302025-10-29history
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW13.5K shares5.66%2025-09-302025-10-29history
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF148.2K shares6.02%2025-09-302025-10-29history
META META PLATFORMS INC CL A7.0K shares13.89%2025-09-302025-10-29history
HD HOME DEPOT INC COM12.1K shares-17.90%2025-09-302025-10-29history
Sponsored
VEA VANGUARD FTSE DEVELOPED MARKETS ETF76.5K shares113.24%2025-09-302025-10-29history
QQQ INVESCO QQQ TRUST SERIES I7.4K shares11.15%2025-09-302025-10-29history
VB VANGUARD SMALL-CAP ETF15.6K shares73.54%2025-09-302025-10-29history
VTV VANGUARD VALUE ETF20.9K shares35.85%2025-09-302025-10-29history
TSLA TESLA INC COM8.7K shares7.02%2025-09-302025-10-29history
ORCL ORACLE CORP COM13.2K shares73.30%2025-09-302025-10-29history
QQQM INVESCO NASDAQ 100 ETF14.4K shares5.94%2025-09-302025-10-29history
GOOG ALPHABET INC CAP STK CL C14.0K shares22.77%2025-09-302025-10-29history
Sponsored
VWO VANGUARD FTSE EMERGING MARKETS ETF60.1K shares17.70%2025-09-302025-10-29history
NFLX NETFLIX INC COM2.6K shares22.19%2025-09-302025-10-29history
DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF52.4K shares57.27%2025-09-302025-10-29history
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF22.9K shares281.68%2025-09-302025-10-29history
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF73.2K shares392.71%2025-09-302025-10-29history
HWM HOWMET AEROSPACE INC COM11.3K shares0.97%2025-09-302025-10-29history
VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF22.1K shares77.85%2025-09-302025-10-29history
LLY ELI LILLY & CO COM2.8K shares-6.72%2025-09-302025-10-29history
Sponsored
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF44.6K shares503.93%2025-09-302025-10-29history
RSP INVESCO S&P 500 EQUAL WEIGHT ETF11.1K shares13.19%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO. COM6.6K shares45.81%2025-09-302025-10-29history
BSV VANGUARD SHORT-TERM BOND ETF26.0K shares45.05%2025-09-302025-10-29history
VXF VANGUARD EXTENDED MARKET ETF9.5K shares13.44%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW COM2.2K shares28.44%2025-09-302025-10-29history
SPYM SPDR PORTFOLIO S&P 500 ETF25.1K shares9.68%2025-09-302025-10-29history
SCHD SCHWAB US DIVIDEND EQUITY ETF71.1K shares43.82%2025-09-302025-10-29history
Sponsored
JNJ JOHNSON & JOHNSON COM9.7K shares-9.33%2025-09-302025-10-29history
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF12.5K shares-43.11%2025-09-302025-10-29history
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF30.2K shares6.44%2025-09-302025-10-29history
CAT CATERPILLAR INC COM3.6K shares15.03%2025-09-302025-10-29history
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF20.3K shares26.06%2025-09-302025-10-29history
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF24.3K shares15.38%2025-09-302025-10-29history
VUSB VANGUARD ULTRA-SHORT BOND ETF32.6K shares62.82%2025-09-302025-10-29history
VNQ VANGUARD REAL ESTATE ETF16.5K shares68.59%2025-09-302025-10-29history
Sponsored
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF39.4K shares6.70%2025-09-302025-10-29history
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF29.1K shares214.84%2025-09-302025-10-29history
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF34.9K shares20.80%2025-09-302025-10-29history
V VISA INC COM CL A4.3K shares7.78%2025-09-302025-10-29history
SPY SPDR S&P 500 ETF TRUST2.2K shares19.67%2025-09-302025-10-29history
IVV ISHARES CORE S&P 500 ETF2.1K shares0.56%2025-09-302025-10-29history
VTEB VANGUARD TAX-EXEMPT BOND ETF28.1K shares5.69%2025-09-302025-10-29history
CVX CHEVRON CORP NEW COM8.7K shares13.77%2025-09-302025-10-29history
Sponsored
RTX RTX CORPORATION COM8.0K shares27.24%2025-09-302025-10-29history
ISRG INTUITIVE SURGICAL INC COM NEW2.9K shares-2.34%2025-09-302025-10-29history
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF40.6K shares179.22%2025-09-302025-10-29history
PLTR PALANTIR TECHNOLOGIES INC CL A6.7K shares4.41%2025-09-302025-10-29history
VO VANGUARD MID-CAP ETF4.0K shares53.74%2025-09-302025-10-29history
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND16.4K shares67.12%2025-09-302025-10-29history
MA MASTERCARD INCORPORATED CL A2.0K shares4.83%2025-09-302025-10-29history
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF20.5K shares6.20%2025-09-302025-10-29history
Sponsored
ABBV ABBVIE INC COM4.7K shares27.58%2025-09-302025-10-29history
WMT WALMART INC COM10.4K shares-0.53%2025-09-302025-10-29history
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF9.3K shares0.00%2025-09-302025-10-29history
LRCX LAM RESEARCH CORP COM NEW7.7K shares-2.11%2025-09-302025-10-29history
XOM EXXON MOBIL CORP COM9.1K shares8.52%2025-09-302025-10-29history
EPD ENTERPRISE PRODS PARTNERS L P COM32.3K shares6.49%2025-09-302025-10-29history
MRK MERCK & CO INC COM11.4K shares4.56%2025-09-302025-10-29history
MOAT VANECK MORNINGSTAR WIDE MOAT ETF9.6K shares0.00%2025-09-302025-10-29history
Sponsored
SPOT SPOTIFY TECHNOLOGY S A SHS1.3K shares-1.27%2025-09-302025-10-29history
VFQY VANGUARD U.S. QUALITY FACTOR ETF6.0K shares160.81%2025-09-302025-10-29history
VV VANGUARD LARGE-CAP ETF2.9K shares191.25%2025-09-302025-10-29history
SHY ISHARES 1-3 YEAR TREASURY BOND ETF10.8K shares10.05%2025-09-302025-10-29history
IJH ISHARES CORE S&P MID-CAP ETF13.2K shares18.31%2025-09-302025-10-29history
IJR ISHARES CORE S&P SMALL CAP ETF7.2K shares29.89%2025-09-302025-10-29history
KLAC KLA CORP COM NEW786 shares4.66%2025-09-302025-10-29history
SCHF SCHWAB INTERNATIONAL EQUITY ETF35.4K shares78.66%2025-09-302025-10-29history
Sponsored
DGRO ISHARES CORE DIVIDEND GROWTH ETF11.7K shares224.47%2025-09-302025-10-29history
XLK TECHNOLOGY SELECT SECTOR SPDR FUND2.8K shares16.14%2025-09-302025-10-29history
IYW ISHARES U.S. TECHNOLOGY ETF4.0K shares-2.41%2025-09-302025-10-29history
IEFA ISHARES CORE MSCI EAFE ETF8.9K shares15.97%2025-09-302025-10-29history
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND7.1K shares7.75%2025-09-302025-10-29history
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF5.4K shares79.44%2025-09-302025-10-29history
LPLA LPL FINL HLDGS INC COM2.3K shares1.60%2025-09-302025-10-29history
PG PROCTER AND GAMBLE CO COM4.9K shares21.97%2025-09-302025-10-29history
Sponsored
IWD ISHARES RUSSELL 1000 VALUE ETF3.7K shares59.02%2025-09-302025-10-29history
IWM ISHARES RUSSELL 2000 ETF3.1K shares56.62%2025-09-302025-10-29history
SCHX SCHWAB U.S. LARGE-CAP ETF28.1K shares20.46%2025-09-302025-10-29history
SCHB SCHWAB U.S. BROAD MARKET ETF27.3K shares53.63%2025-09-302025-10-29history
ANET ARISTA NETWORKS INC COM SHS4.8K shares31.35%2025-09-302025-10-29history
ECL ECOLAB INC COM2.5K shares4.11%2025-09-302025-10-29history
AXP AMERICAN EXPRESS CO COM2.0K shares51.99%2025-09-302025-10-29history
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF10.2K shares7.10%2025-09-302025-10-29history
Sponsored
GE GE AEROSPACE COM NEW2.2K shares18.38%2025-09-302025-10-29history
VOE VANGUARD MID-CAP VALUE ETF3.8K sharesnew addition2025-09-302025-10-29history
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF20.6K shares3.37%2025-09-302025-10-29history
SLYV SPDR S&P 600 SMALL CAP VALUE ETF7.3K sharesnew addition2025-09-302025-10-29history
BLK BLACKROCK INC COM553 shares0.55%2025-09-302025-10-29history
VIG VANGUARD DIVIDEND APPRECIATION ETF3.0K shares-12.82%2025-09-302025-10-29history
BAC BANK AMERICA CORP COM12.3K shares5.63%2025-09-302025-10-29history
ABT ABBOTT LABS COM4.7K shares32.92%2025-09-302025-10-29history
Sponsored
UBS UBS GROUP AG SHS15.4K sharesnew addition2025-09-302025-10-29history
CRM SALESFORCE INC COM2.6K shares-20.12%2025-09-302025-10-29history
BCBP BCB BANCORP INC COM71.5K shares0.00%2025-09-302025-10-29history
DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF14.7K shares33.62%2025-09-302025-10-29history
AMD ADVANCED MICRO DEVICES INC COM3.8K shares-10.67%2025-09-302025-10-29history
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF14.1K shares2.92%2025-09-302025-10-29history
IWF ISHARES RUSSELL 1000 GROWTH ETF1.3K shares57.60%2025-09-302025-10-29history
USFR WISDOMTREE FLOATING RATE TREASURY FUND11.8K shares-17.84%2025-09-302025-10-29history
Sponsored
GS GOLDMAN SACHS GROUP INC COM745 shares18.44%2025-09-302025-10-29history
IBM INTERNATIONAL BUSINESS MACHS COM2.1K shares36.80%2025-09-302025-10-29history
KO COCA COLA CO COM8.6K shares11.47%2025-09-302025-10-29history
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND12.2K shares30.27%2025-09-302025-10-29history
UNH UNITEDHEALTH GROUP INC COM1.6K shares-4.43%2025-09-302025-10-29history
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF8.2K sharesnew addition2025-09-302025-10-29history
QCOM QUALCOMM INC COM3.3K shares13.58%2025-09-302025-10-29history
ESGU ISHARES ESG AWARE MSCI USA ETF3.6K shares1.45%2025-09-302025-10-29history
Sponsored
HUBS HUBSPOT INC COM1.1K shares-12.42%2025-09-302025-10-29history
CSCO CISCO SYS INC COM7.6K shares20.96%2025-09-302025-10-29history
VZ VERIZON COMMUNICATIONS INC COM11.8K shares-13.16%2025-09-302025-10-29history
DIS DISNEY WALT CO COM4.5K shares39.94%2025-09-302025-10-29history
SCHH SCHWAB U.S. REIT ETF23.8K shares10.97%2025-09-302025-10-29history
PM PHILIP MORRIS INTL INC COM3.1K shares130.60%2025-09-302025-10-29history
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.1K shares5.36%2025-09-302025-10-29history
ESGD ISHARES ESG AWARE MSCI EAFE ETF5.5K shares4.04%2025-09-302025-10-29history
Sponsored
VBR VANGUARD SMALL CAP VALUE ETF2.4K shares-40.20%2025-09-302025-10-29history
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF5.6K shares0.00%2025-09-302025-10-29history
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF16.9K shares3.82%2025-09-302025-10-29history
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF2.2K shares14.07%2025-09-302025-10-29history
VOOV VANGUARD S&P 500 VALUE ETF2.4K shares0.04%2025-09-302025-10-29history
VGT VANGUARD INFORMATION TECHNOLOGY ETF644 shares-30.53%2025-09-302025-10-29history
COF CAPITAL ONE FINL CORP COM2.2K shares55.86%2025-09-302025-10-29history
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9.4K shares102.59%2025-09-302025-10-29history
Sponsored
DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF11.6K shares8.04%2025-09-302025-10-29history
WFC WELLS FARGO CO NEW COM5.6K shares27.52%2025-09-302025-10-29history
SHV ISHARES SHORT TREASURY BOND ETF4.2K shares-50.26%2025-09-302025-10-29history
SHOP SHOPIFY INC CL A SUB VTG SHS3.1K shares-7.45%2025-09-302025-10-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.6K shares3.07%2025-09-302025-10-29history
C CITIGROUP INC COM NEW4.4K shares4.94%2025-09-302025-10-29history
DFAW DIMENSIONAL WORLD EQUITY ETF6.3K shares-6.36%2025-09-302025-10-29history
USB US BANCORP DEL COM NEW9.3K sharesnew addition2025-09-302025-10-29history
Sponsored
GLD SPDR GOLD SHARES1.3K shares37.13%2025-09-302025-10-29history
MCD MCDONALDS CORP COM1.5K shares-3.44%2025-09-302025-10-29history
MS MORGAN STANLEY COM NEW2.8K shares5.40%2025-09-302025-10-29history
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS2.4K shares-81.13%2025-09-302025-10-29history
CMCSA COMCAST CORP NEW CL A13.8K shares36.52%2025-09-302025-10-29history
MGK VANGUARD MEGA CAP GROWTH ETF1.1K shares27.76%2025-09-302025-10-29history
PEP PEPSICO INC COM3.0K shares-21.93%2025-09-302025-10-29history
FLTR VANECK IG FLOATING RATE ETF16.3K shares0.00%2025-09-302025-10-29history
Sponsored
ADP AUTOMATIC DATA PROCESSING INC COM1.4K shares90.64%2025-09-302025-10-29history
CVS CVS HEALTH CORP COM5.5K shares0.57%2025-09-302025-10-29history
TJX TJX COS INC NEW COM2.8K shares61.18%2025-09-302025-10-29history
AMAT APPLIED MATLS INC COM2.0K shares22.94%2025-09-302025-10-29history
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF4.7K shares86.15%2025-09-302025-10-29history
LOW LOWES COS INC COM1.6K shares19.48%2025-09-302025-10-29history
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF12.6K shares0.33%2025-09-302025-10-29history
DE DEERE & CO COM861 shares52.66%2025-09-302025-10-29history
Sponsored
ASML ASML HOLDING N V N Y REGISTRY SHS405 shares-2.64%2025-09-302025-10-29history
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF5.4K shares31.18%2025-09-302025-10-29history
VOT VANGUARD MID-CAP GROWTH ETF1.3K shares59.07%2025-09-302025-10-29history
XAR SPDR S&P AEROSPACE & DEFENSE ETF1.6K shares0.00%2025-09-302025-10-29history
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF10.5K shares36.31%2025-09-302025-10-29history
JPST JPMORGAN ULTRA-SHORT INCOME ETF7.3K shares-34.86%2025-09-302025-10-29history
SBUX STARBUCKS CORP COM4.4K shares19.66%2025-09-302025-10-29history
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF4.1K shares-30.77%2025-09-302025-10-29history
Sponsored
IWV ISHARES RUSSELL 3000 ETF957 sharesnew addition2025-09-302025-10-29history
APP APPLOVIN CORP COM CL A498 sharesnew addition2025-09-302025-10-29history
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF7.2K shares6.40%2025-09-302025-10-29history
HOOD ROBINHOOD MKTS INC COM CL A2.5K sharesnew addition2025-09-302025-10-29history
SCHA SCHWAB U.S. SMALL-CAP ETF12.7K shares30.23%2025-09-302025-10-29history
VOOG VANGUARD S&P 500 GROWTH ETF813 shares13.23%2025-09-302025-10-29history
IJJ ISHARES S&P MID-CAP 400 VALUE ETF2.7K shares12.68%2025-09-302025-10-29history
MDYG SPDR S&P 400 MID CAP GROWTH ETF3.8K shares0.00%2025-09-302025-10-29history
Sponsored
O REALTY INCOME CORP COM5.7K shares16.12%2025-09-302025-10-29history
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF2.3K shares22.23%2025-09-302025-10-29history
KFY KORN FERRY COM NEW4.9K shares0.70%2025-09-302025-10-29history
AMGN AMGEN INC COM1.2K shares9.74%2025-09-302025-10-29history
PRF INVESCO RAFI US 1000 ETF7.5K sharesnew addition2025-09-302025-10-29history
T AT&T INC COM12.0K shares-22.53%2025-09-302025-10-29history
HON HONEYWELL INTL INC COM1.6K shares62.42%2025-09-302025-10-29history
CGDV CAPITAL GROUP DIVIDEND VALUE ETF8.0K shares50.44%2025-09-302025-10-29history
Sponsored
XLF FINANCIAL SELECT SECTOR SPDR FUND6.1K shares-1.05%2025-09-302025-10-29history
MO ALTRIA GROUP INC COM5.0K sharesnew addition2025-09-302025-10-29history
LMT LOCKHEED MARTIN CORP COM657 shares19.24%2025-09-302025-10-29history
QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.7K shares46.05%2025-09-302025-10-29history
WPC WP CAREY INC COM4.8K sharesnew addition2025-09-302025-10-29history
MNST MONSTER BEVERAGE CORP NEW COM4.8K sharesnew addition2025-09-302025-10-29history
ARDX ARDELYX INC COM57.5K shares0.00%2025-09-302025-10-29history
GEV GE VERNOVA INC COM514 shares29.80%2025-09-302025-10-29history
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ADSK AUTODESK INC COM320 sharesnew addition2025-09-302025-10-29history
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LHX L3HARRIS TECHNOLOGIES INC COM332 sharesnew addition2025-09-302025-10-29history
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF3.7K sharesnew addition2025-09-302025-10-29history
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF1.8K sharesnew addition2025-09-302025-10-29history
XLG INVESCO S&P 500 TOP 50 ETF1.8K sharesnew addition2025-09-302025-10-29history
Sponsored
ALSN ALLISON TRANSMISSION HLDGS INC COM1.2K sharesnew addition2025-09-302025-10-29history
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF2.3K sharesnew addition2025-09-302025-10-29history
EFV ISHARES MSCI EAFE VALUE ETF1.5K sharesnew addition2025-09-302025-10-29history
CINF CINCINNATI FINL CORP COM633 sharesnew addition2025-09-302025-10-29history
CRH CRH PLC ORD834 sharesnew addition2025-09-302025-10-29history
SOFI SOFI TECHNOLOGIES INC COM3.8K sharesnew addition2025-09-302025-10-29history
HPQ HP INC COM3.6K sharesnew addition2025-09-302025-10-29history
VEEV VEEVA SYS INC CL A COM327 sharesnew addition2025-09-302025-10-29history
Sponsored
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW1.0K sharesnew addition2025-09-302025-10-29history
MBB ISHARES MBS ETF999 sharesnew addition2025-09-302025-10-29history
NACP TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF2.0K sharesnew addition2025-09-302025-10-29history
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF1.9K sharesnew addition2025-09-302025-10-29history
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF1.0K shares-62.17%2025-09-302025-10-29history
COR CENCORA INC COM298 sharesnew addition2025-09-302025-10-29history
SO SOUTHERN CO COM980 sharesnew addition2025-09-302025-10-29history
LNG CHENIERE ENERGY INC COM NEW393 sharesnew addition2025-09-302025-10-29history
Sponsored
HLT HILTON WORLDWIDE HLDGS INC COM356 sharesnew addition2025-09-302025-10-29history
KMI KINDER MORGAN INC DEL COM3.3K sharesnew addition2025-09-302025-10-29history
VRT VERTIV HOLDINGS CO COM CL A610 sharesnew addition2025-09-302025-10-29history
DXCM DEXCOM INC COM1.4K sharesnew addition2025-09-302025-10-29history
QWLD SPDR MSCI WORLD STRATEGICFACTORS ETF654 sharesnew addition2025-09-302025-10-29history
IOO ISHARES GLOBAL 100 ETF763 sharesnew addition2025-09-302025-10-29history
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF3.1K sharesnew addition2025-09-302025-10-29history
IJK ISHARES S&P MID-CAP 400 GROWTH ETF952 sharesnew addition2025-09-302025-10-29history
Sponsored
MRVL MARVELL TECHNOLOGY INC COM1.1K sharesnew addition2025-09-302025-10-29history
DEHP DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF2.9K sharesnew addition2025-09-302025-10-29history
ITT ITT INC COM502 sharesnew addition2025-09-302025-10-29history
DEED FIRST TRUST SECURITIZED PLUS ETF4.1K sharesnew addition2025-09-302025-10-29history
NAVI NAVIENT CORPORATION COM6.7K sharesnew addition2025-09-302025-10-29history
IONS IONIS PHARMACEUTICALS INC COM1.3K sharesnew addition2025-09-302025-10-29history
BDX BECTON DICKINSON & CO COM468 sharesnew addition2025-09-302025-10-29history
DASH DOORDASH INC CL A322 sharesnew addition2025-09-302025-10-29history
Sponsored
SCHM SCHWAB U.S. MID-CAP ETF3.0K sharesnew addition2025-09-302025-10-29history
VRTX VERTEX PHARMACEUTICALS INC COM223 sharesnew addition2025-09-302025-10-29history
ARES ARES MANAGEMENT CORPORATION CL A COM STK545 sharesnew addition2025-09-302025-10-29history
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS369 sharesnew addition2025-09-302025-10-29history
JMSI JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF1.7K sharesnew addition2025-09-302025-10-29history
MHO M/I HOMES INC COM600 sharesnew addition2025-09-302025-10-29history
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF1.3K sharesnew addition2025-09-302025-10-29history
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF2.4K sharesnew addition2025-09-302025-10-29history
Sponsored
YUM YUM BRANDS INC COM566 sharesnew addition2025-09-302025-10-29history
MCO MOODYS CORP COM179 sharesnew addition2025-09-302025-10-29history
KKR KKR & CO INC COM655 sharesnew addition2025-09-302025-10-29history
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS3.5K sharesnew addition2025-09-302025-10-29history
FIX COMFORT SYS USA INC COM103 sharesnew addition2025-09-302025-10-29history
SHE SPDR MSCI USA GENDER DIVERSITY ETF666 sharesnew addition2025-09-302025-10-29history
PCAR PACCAR INC COM861 sharesnew addition2025-09-302025-10-29history
ILCV ISHARES MORNINGSTAR VALUE ETF935 sharesnew addition2025-09-302025-10-29history
Sponsored
CCI CROWN CASTLE INC COM871 sharesnew addition2025-09-302025-10-29history
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF881 sharesnew addition2025-09-302025-10-29history
AGG ISHARES CORE U.S. AGGREGATE BOND ETF836 sharesnew addition2025-09-302025-10-29history
WEC WEC ENERGY GROUP INC COM731 sharesnew addition2025-09-302025-10-29history

Call Option Holdings
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Put Option Holdings
No put option holdings data available