The Analysis of Salomon & Ludwin, LLC's Holdings


Currently, Salomon & Ludwin, LLC holds 2154 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in JMST (+133.3K shares, valued at $6.8M), SUB (+36.7K shares, valued at $3.9M), SPDW (+59.6K shares, valued at $2.6M); decreased their positions in MUB (-43.5K shares, valued at $4.6M), IVW (-31.1K shares, valued at $3.8M), VTEB (-64.8K shares, valued at $3.2M); initiated new positions in DFAC (+7.5K shares, valued at $290.7K), MGK (+525 shares, valued at $211.9K), DFCF (+4.3K shares, valued at $184.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVW ISHARES S&P 500 GROWTH628.9K shares-4.72%2025-09-302025-10-21history
SUB ISHARES SHORT TERM NTNL635.9K shares6.12%2025-09-302025-10-21history
XLK TECHNOLOGY SELECT SECTOR223.6K shares1.59%2025-09-302025-10-21history
JMST JPMORGAN ULTRA SHRT1.2M shares13.11%2025-09-302025-10-21history
VOO VANGUARD S&P 500 ETF82.6K shares-3.35%2025-09-302025-10-21history
BIL SPDR BLOOMBERG 1 3 MNTH522.3K shares1.04%2025-09-302025-10-21history
IVE ISHARES S&P 500 VALUE193.5K shares-1.51%2025-09-302025-10-21history
MSFT MICROSOFT CORP61.7K shares5.04%2025-09-302025-10-21history
Sponsored
SPY SPDR S&P 500 ETF42.6K shares-3.46%2025-09-302025-10-21history
VEA VANGUARD FTSE DEVELOPED460.0K shares-3.05%2025-09-302025-10-21history
IJH ISHARES CORE S&P MID CAP367.9K shares-0.98%2025-09-302025-10-21history
VTEB VANGUARD MUNI BND TAX481.9K shares-11.86%2025-09-302025-10-21history
VGSH VANGUARD SHORT TERM385.7K shares3.29%2025-09-302025-10-21history
EFA ISHARES MSCI EAFE ETF230.6K shares-5.04%2025-09-302025-10-21history
MUB ISHARES NATIONAL MUNI200.0K shares-17.86%2025-09-302025-10-21history
VYM VANGUARD HIGH DIVIDEND137.1K shares-1.28%2025-09-302025-10-21history
Sponsored
XLY SPDR FUND CONSUMER79.1K shares2.51%2025-09-302025-10-21history
IJK ISHARES S&P MID CAP 400185.2K shares-1.68%2025-09-302025-10-21history
AAPL APPLE INC69.0K shares11.32%2025-09-302025-10-21history
IWM ISHARES RUSSELL 200072.3K shares4.55%2025-09-302025-10-21history
VUG VANGUARD GROWTH ETF35.0K shares-3.49%2025-09-302025-10-21history
XLF SELECT STR FINANCIAL276.1K shares6.87%2025-09-302025-10-21history
XLV SELECT SECTOR HEALTH100.8K shares5.80%2025-09-302025-10-21history
IJJ ISHARES S&P MID CAP 400103.2K shares-1.92%2025-09-302025-10-21history
Sponsored
VGIT VANGUARD INTER-TERM216.1K shares1.59%2025-09-302025-10-21history
SPTI SPDR PORT INTER TRM425.9K shares1.32%2025-09-302025-10-21history
IJR ISHARES CORE S&P SMALL100.5K shares-2.46%2025-09-302025-10-21history
SHY ISHARES 1-3 YEAR TREASRY140.1K shares3.84%2025-09-302025-10-21history
XLI SELECT SECTOR INDUSTRIAL61.2K shares5.47%2025-09-302025-10-21history
ORCL ORACLE CORP32.7K shares2.21%2025-09-302025-10-21history
IJT ISHARES S&P SMLL CAP 60064.8K shares-1.80%2025-09-302025-10-21history
XLP SPDR FUND CONSUMER116.1K shares2.85%2025-09-302025-10-21history
Sponsored
SPYG SPDR S&P 500 GROWTH ETF83.4K shares-2.86%2025-09-302025-10-21history
IVV ISHARES CORE S&P 50012.5K shares-7.17%2025-09-302025-10-21history
EEM ISHARES MSCI EMERGING144.1K shares-2.71%2025-09-302025-10-21history
IEMG ISHARES CORE MSCI116.6K shares-1.38%2025-09-302025-10-21history
SPDW SPDR PORTFOLIO DVLPD165.3K shares56.40%2025-09-302025-10-21history
MO ALTRIA GROUP INC101.5K shares0.98%2025-09-302025-10-21history
IXG ISHARES GLOBAL50.4K shares-0.36%2025-09-302025-10-21history
VCR VANGUARD CONSUMER13.9K shares-0.36%2025-09-302025-10-21history
Sponsored
IJS ISHARES S&P SMALL CAP45.2K shares-2.21%2025-09-302025-10-21history
SDY SPDR S&P DIVIDEND ETF35.7K shares-3.77%2025-09-302025-10-21history
SPYV SPDR S&P 500 VALUE ETF89.1K shares12.16%2025-09-302025-10-21history
SLYV SPDR S&P 600 SMALL CAP53.9K shares-0.55%2025-09-302025-10-21history
VB VANGUARD SMALL CAP ETF18.5K shares-4.42%2025-09-302025-10-21history
PEY INVSC HIGH YIELD208.9K shares-4.89%2025-09-302025-10-21history
VO VANGUARD MID CAP ETF14.7K shares-1.41%2025-09-302025-10-21history
PM PHILIP MORRIS INTL INC27.8K shares1.24%2025-09-302025-10-21history
Sponsored
D DOMINION ENERGY INC68.0K shares-1.01%2025-09-302025-10-21history
VT VANGUARD TOTAL WORLD29.4K shares1.73%2025-09-302025-10-21history
VIS VANGUARD INDUSTRIALS13.6K shares-0.38%2025-09-302025-10-21history
VGT VANGUARD INFORMATION5.3K shares-3.69%2025-09-302025-10-21history
XLC COMMUNICAT SVS SLCT SEC31.6K shares25.41%2025-09-302025-10-21history
MDY SPDR S&P MIDCAP 400 ETF6.0K shares-3.48%2025-09-302025-10-21history
VWO VANGUARD FTSE EMERGING62.1K shares-1.37%2025-09-302025-10-21history
FDL FIRST TRUST MORNINGSTAR75.1K shares-4.86%2025-09-302025-10-21history
Sponsored
XLE ENERGY SELECT SECTOR36.7K shares9.32%2025-09-302025-10-21history
LOW LOWES COS INC13.0K shares2.35%2025-09-302025-10-21history
NEU NEWMARKET CORP3.7K shares4.00%2025-09-302025-10-21history
AMZN AMAZON.COM INC14.3K shares36.31%2025-09-302025-10-21history
VTV VANGUARD VALUE ETF16.5K shares-1.92%2025-09-302025-10-21history
AIVL WISDOMTREE US AI ENHNCD25.8K shares-1.38%2025-09-302025-10-21history
MCD MCDONALDS CORP9.7K shares-7.58%2025-09-302025-10-21history
IWF ISHARES RUSSELL 10005.4K shares-4.76%2025-09-302025-10-21history
Sponsored
NVDA NVIDIA CORP13.3K shares391.31%2025-09-302025-10-21history
LRCX LAM RESH CORP16.1K shares2.13%2025-09-302025-10-21history
SPEM SPDR INDEX SHARES EMERG47.5K shares40.73%2025-09-302025-10-21history
DON WISDOMTREE US MIDCAP40.7K shares-7.89%2025-09-302025-10-21history
DES WISDOMTREE US SMALLCAP54.1K shares-6.53%2025-09-302025-10-21history
GOOGL ALPHABET INC7.4K shares21.81%2025-09-302025-10-21history
META META PLATFORMS INC2.4K shares64.59%2025-09-302025-10-21history
VDE VANGUARD ENERGY ETF13.4K shares-0.19%2025-09-302025-10-21history
Sponsored
JPM JPMORGAN CHASE & CO5.3K shares7.83%2025-09-302025-10-21history
MDYG SPDR S&P 400 MID CAP17.4K shares0.97%2025-09-302025-10-21history
RSP INVSC S P 500 EQUAL8.2K shares-4.85%2025-09-302025-10-21history
MDYV SPDR S&P 400 MID CAP17.9K shares0.39%2025-09-302025-10-21history
KO THE COCA-COLA CO22.7K shares8.97%2025-09-302025-10-21history
ITA ISHARES US AEROSPACE6.9K shares0.00%2025-09-302025-10-21history
ABBV ABBVIE INC5.8K shares22.23%2025-09-302025-10-21history
VHT VANGUARD HEALTH CARE5.1K shares-0.88%2025-09-302025-10-21history
Sponsored
AVGO BROADCOM INC3.9K shares73.74%2025-09-302025-10-21history
JNJ JOHNSON & JOHNSON7.0K shares48.26%2025-09-302025-10-21history
TSLA TESLA INC2.9K shares62.61%2025-09-302025-10-21history
VTI VANGUARD TOTAL STOCK3.7K shares43.61%2025-09-302025-10-21history
LLY ELI LILLY AND CO1.3K shares16.89%2025-09-302025-10-21history
MA MASTERCARD INC1.8K shares11.11%2025-09-302025-10-21history
TFC TRUIST FINL CORP21.9K shares1.10%2025-09-302025-10-21history
GOOG ALPHABET INC4.0K shares94.39%2025-09-302025-10-21history
Sponsored
QQQ INVSC QQQ TRUST SRS 11.6K shares-2.70%2025-09-302025-10-21history
SGOV ISHARES 0-3 MONTH9.1K shares-21.64%2025-09-302025-10-21history
IBM IBM CORP3.0K shares80.96%2025-09-302025-10-21history
SLYG SPDR S&P 600 SMALL CAP8.8K shares1.31%2025-09-302025-10-21history
NSC NORFOLK SOUTHN CORP2.7K shares4.02%2025-09-302025-10-21history
CL COLGATE PALMOLIVE CO10.1K shares3.38%2025-09-302025-10-21history
VV VANGUARD LARGE CAP ETF2.5K shares-5.85%2025-09-302025-10-21history
XOM EXXON MOBIL CORP6.7K shares12.00%2025-09-302025-10-21history
Sponsored
OEF ISHARES S&P 100 ETF2.3K shares0.00%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY1.5K shares77.62%2025-09-302025-10-21history
AMAT APPLIED MATLS INC3.3K shares4.63%2025-09-302025-10-21history
GE GE AEROSPACE2.4K shares70.09%2025-09-302025-10-21history
PRAA PRA GROUP INC47.0K shares0.54%2025-09-302025-10-21history
AUB ATLANTIC UN BANKSHARES C17.5K shares3.37%2025-09-302025-10-21history
NFLX NETFLIX INC536 shares35.70%2025-09-302025-10-21history
ABT ABBOTT LABS4.5K shares32.21%2025-09-302025-10-21history
Sponsored
TMO THERMO FISHER SCIENTIFIC1.1K shares16.29%2025-09-302025-10-21history
SCHD SCHWAB US DIVIDEND21.4K shares-0.10%2025-09-302025-10-21history
VDC VANGUARD CONSUMER2.7K shares0.18%2025-09-302025-10-21history
PEP PEPSICO INC4.0K shares15.10%2025-09-302025-10-21history
IBIT ISHARES BITCOIN ETF8.2K shares1.62%2025-09-302025-10-21history
PG PROCTER & GAMBLE CO3.6K shares39.94%2025-09-302025-10-21history
HD HOME DEPOT INC1.4K shares34.46%2025-09-302025-10-21history
DUK DUKE ENERGY CORP NEW4.5K shares4.78%2025-09-302025-10-21history
Sponsored
CVX CHEVRON CORP NEW3.6K shares23.76%2025-09-302025-10-21history
SPSM SPDR PORTFOLIO S&P 60011.4K shares0.00%2025-09-302025-10-21history
WFC WELLS FARGO & CO6.6K shares37.72%2025-09-302025-10-21history
IWR ISHARES RUSSELL MID CAP5.4K shares-1.09%2025-09-302025-10-21history
VFH VANGUARD FINANCIALS ETF4.0K shares0.13%2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW557 shares23.50%2025-09-302025-10-21history
SHV ISHARES SHORT TREASURY4.6K shares-30.95%2025-09-302025-10-21history
DIS DISNEY WALT CO4.4K shares18.13%2025-09-302025-10-21history
Sponsored
ITOT ISHARES TOTAL US STOCK3.4K shares-32.59%2025-09-302025-10-21history
UNH UNITEDHEALTH GROUP INC1.3K shares11.54%2025-09-302025-10-21history
MDLZ MONDELEZ INTL INC7.5K shares0.65%2025-09-302025-10-21history
V VISA INC1.3K shares54.36%2025-09-302025-10-21history
RTX RTX CORP2.7K shares21.56%2025-09-302025-10-21history
QCOM QUALCOMM INC2.6K shares18.41%2025-09-302025-10-21history
DLN WISDOMTREE US LARGECAP4.7K shares-0.15%2025-09-302025-10-21history
CAT CATERPILLAR INC809 shares31.12%2025-09-302025-10-21history
Sponsored
MKL MARKEL GROUP INC204 shares-5.12%2025-09-302025-10-21history
BDX BECTON DICKINSON & CO2.0K shares5.28%2025-09-302025-10-21history
PLTR PALANTIR TECHNOLOGIES IN2.3K shares182.88%2025-09-302025-10-21history
VBK VANGUARD SMALL CAP1.2K shares-0.48%2025-09-302025-10-21history
VTWO VANGUARD RUSSELL 20003.8K shares-0.92%2025-09-302025-10-21history
CSCO CISCO SYS INC5.4K shares30.59%2025-09-302025-10-21history
XYLD GLOBAL X S&P 500 COVERED8.9K shares-3.80%2025-09-302025-10-21history
RS RELIANCE INC1.2K shares-1.62%2025-09-302025-10-21history
Sponsored
IWV ISHARES RUSSELL 3000845 shares0.24%2025-09-302025-10-21history
VZ VERIZON COMMUNICATIONS I7.1K shares25.57%2025-09-302025-10-21history
DFAC DIMENSIONAL U S CORE7.5K sharesnew addition2025-09-302025-10-21history
COF CAPITAL ONE FINL CORP1.3K shares25.35%2025-09-302025-10-21history
WMT WALMART INC2.8K shares233.57%2025-09-302025-10-21history
KNSL KINSALE CAP GROUP INC600 shares-4.76%2025-09-302025-10-21history
CWST CASELLA WASTE SYS INC3.0K shares0.00%2025-09-302025-10-21history
AEP AMERICAN ELEC PWR CO INC2.4K shares18.32%2025-09-302025-10-21history
Sponsored
GEV GE VERNOVA INC455 shares77.04%2025-09-302025-10-21history
T AT&T INC9.7K shares58.93%2025-09-302025-10-21history
SCHX SCHWAB US LARGE CAP ETF9.8K shares-8.19%2025-09-302025-10-21history
HAS HASBRO INC3.4K shares2.30%2025-09-302025-10-21history
INTC INTEL CORP6.8K shares38.29%2025-09-302025-10-21history
SO SOUTHERN CO2.6K shares24.77%2025-09-302025-10-21history
VBR VANGUARD SMALL CAP VALUE1.1K shares-0.53%2025-09-302025-10-21history
AXP AMERICAN EXPRESS CO708 shares44.49%2025-09-302025-10-21history
Sponsored
GLD SPDR GOLD SHARES ETF648 shares0.00%2025-09-302025-10-21history
VIG VANGUARD DIVIDEND1.0K shares90.64%2025-09-302025-10-21history
UBSI UNITED BANKSHARES INC W6.0K shares0.00%2025-09-302025-10-21history
SON SONOCO PRODS CO5.1K shares0.83%2025-09-302025-10-21history
XLU SELECT SECTOR UTI SELECT2.4K shares-0.04%2025-09-302025-10-21history
MGK VANGUARD MEGA CAP GROWTH525 sharesnew addition2025-09-302025-10-21history
UBER UBER TECHNOLOGIES INC2.2K shares71.10%2025-09-302025-10-21history
MGC VANGUARD MEGA CAP ETF861 shares0.00%2025-09-302025-10-21history
Sponsored
BAC BANK OF AMERICA CORP4.1K shares141.67%2025-09-302025-10-21history
USMV ISHARES MSCI USA MIN VOL2.2K shares-4.98%2025-09-302025-10-21history
MRK MERCK & CO. INC.2.3K shares23.61%2025-09-302025-10-21history
DVY ISHARES SELECT DIVIDEND1.4K shares286.96%2025-09-302025-10-21history
NEE NEXTERA ENERGY INC2.5K shares41.14%2025-09-302025-10-21history
LIN LINDE PLC F425 shares121.35%2025-09-302025-10-21history
GLDM SPDR GOLD MINISHARES ETV2.6K shares-1.72%2025-09-302025-10-21history
PANW PALO ALTO NETWORKS INC926 shares48.40%2025-09-302025-10-21history
Sponsored
AGG ISHARES CORE US1.9K shares3032.79%2025-09-302025-10-21history
MTUM ISHARES MSCI USA MOMNTUM737 shares0.00%2025-09-302025-10-21history
DFCF DIMENSIONAL CORE FIXED4.3K sharesnew addition2025-09-302025-10-21history
PSLV SPROTT PHYSICAL SILVER E11.3K shares0.00%2025-09-302025-10-21history
WM WASTE MGMT INC DEL817 shares45.37%2025-09-302025-10-21history
GS GOLDMAN SACHS GROUP INC226 shares86.78%2025-09-302025-10-21history
JSCP JPMORGAN SHORT DURATION3.7K sharesnew addition2025-09-302025-10-21history
CVS CVS HEALTH CORP2.2K shares40.61%2025-09-302025-10-21history
Sponsored
AVDE AVANTIS INTERNATIONAL2.1K sharesnew addition2025-09-302025-10-21history
AMGN AMGEN INC554 shares22.03%2025-09-302025-10-21history
NOC NORTHROP GRUMMAN CORP269 shares23.39%2025-09-302025-10-21history
CB CHUBB LTD F541 shares101.12%2025-09-302025-10-21history
HON HONEYWELL INTL INC729 shares-16.11%2025-09-302025-10-21history
VOOG VANGUARD S&P 500 GROWTH340 shares0.00%2025-09-302025-10-21history
INTU INTUIT214 shares127.66%2025-09-302025-10-21history
BLK BLACKROCK INC NEW122 shares-14.08%2025-09-302025-10-21history
Sponsored
ASML ASML HLDG N V F135 shares1400.00%2025-09-302025-10-21history
DFAU DIMENSIONAL US CORE3.0K sharesnew addition2025-09-302025-10-21history
CEG CONSTELLATION ENERGY COR383 shares72.52%2025-09-302025-10-21history
CMCSA COMCAST CORP NEW4.4K shares83.99%2025-09-302025-10-21history
ADP AUTOMATIC DATA PROCESSIN463 shares78.76%2025-09-302025-10-21history
GSIE GOLDMAN SACHS ACTVBT3.1K sharesnew addition2025-09-302025-10-21history
DGX QUEST DIAGNOSTICS INC721 shares3905.56%2025-09-302025-10-21history
ROCHE HLDG LTD F ROCHE HLDG LTD F2.9K shares256.63%2025-09-302025-10-21history
Sponsored
MAGS LISTED FNDS RONDHL2.0K shares0.00%2025-09-302025-10-21history
IWP ISHARES RUSSELL MID CAP900 shares-1.53%2025-09-302025-10-21history
VOE VANGUARD MID CAP VALUE733 shares-3.93%2025-09-302025-10-21history
AVUS AVANTIS US EQUITY ETF1.2K sharesnew addition2025-09-302025-10-21history
SBUX STARBUCKS CORP1.5K shares-17.46%2025-09-302025-10-21history
CIBR FIRST TRUST NASDAQ1.7K shares0.00%2025-09-302025-10-21history
BA BOEING CO579 shares56.91%2025-09-302025-10-21history
JCPB JPMORGAN CORE PLUS BOND2.6K shares3176.25%2025-09-302025-10-21history
Sponsored
PPG PPG INDS INC1.2K shares1.02%2025-09-302025-10-21history
PNC PNC FINL SERVICES611 shares11.29%2025-09-302025-10-21history
ETN EATON CORP PLC F320 shares86.05%2025-09-302025-10-21history
TT TRANE TECHNOLOGIES PLC F278 shares78.21%2025-09-302025-10-21history
SNDK SANDISK CORP910 sharesnew addition2025-09-302025-10-21history
IEFA ISHARES CORE MSCI EAFE1.3K shares-2.72%2025-09-302025-10-21history
IVOV VANGUARD S&P MID CAP 4001.1K shares0.00%2025-09-302025-10-21history
AMD ADVANCED MICRO DEVIC708 shares3271.43%2025-09-302025-10-21history
Sponsored
AVEM AVANTIS EMERGING MARKETS1.5K sharesnew addition2025-09-302025-10-21history
CRM SALESFORCE INC476 sharesnew addition2025-09-302025-10-21history
BMY BRISTOL MYERS SQUIBB CO2.5K shares56.45%2025-09-302025-10-21history
SAP SAP SE F406 shares666.04%2025-09-302025-10-21history
AEE AMEREN CORP1.0K shares2.86%2025-09-302025-10-21history
BP BP P L C F3.1K shares38.66%2025-09-302025-10-21history
KMI KINDER MORGAN INC DEL3.8K shares-14.43%2025-09-302025-10-21history
IWB ISHARES RUSSELL 1000290 shares0.00%2025-09-302025-10-21history
Sponsored
VMC VULCAN MATLS CO349 shares-10.05%2025-09-302025-10-21history
SHEL SHELL PLC F1.4K shares196.25%2025-09-302025-10-21history
TMUS T-MOBILE US INC446 shares78.40%2025-09-302025-10-21history
DE DEERE & CO221 shares179.75%2025-09-302025-10-21history
PNW PINNACLE WEST CAP CORP1.1K shares3.59%2025-09-302025-10-21history
C CITIGROUP INC1.0K shares53.80%2025-09-302025-10-21history
GDX VANECK GOLD MINERS ETF1.3K shares0.00%2025-09-302025-10-21history
KLAC KLA CORP89 sharesnew addition2025-09-302025-10-21history
Sponsored
ITW ILLINOIS TOOL WKS INC377 shares14.94%2025-09-302025-10-21history
MAA MID-AMER APT CMNTYS INC717 shares8.97%2025-09-302025-10-21history
FDM FIRST TRUST DJ SEL1.3K shares0.00%2025-09-302025-10-21history
PHYS SPROTT PHYSICAL GOLD ETV3.3K shares0.00%2025-09-302025-10-21history
BK BANK NEW YORK MELLON COR903 shares194.14%2025-09-302025-10-21history
ADBE ADOBE INC274 shares38.38%2025-09-302025-10-21history
LMT LOCKHEED MARTIN CORP188 shares126.51%2025-09-302025-10-21history
TXN TEXAS INSTRS INC519 shares5.92%2025-09-302025-10-21history
Sponsored
SPLV INVESCO S&P 500 LOW1.3K shares-9.87%2025-09-302025-10-21history
AMLP ALPS ALERIAN MLP ETF2.0K shares0.00%2025-09-302025-10-21history
BC BRUNSWICK CORP1.4K shares1.52%2025-09-302025-10-21history
PFE PFIZER INC3.4K shares959.81%2025-09-302025-10-21history
AVDV AVANTIS INTERNATNL SML1.0K sharesnew addition2025-09-302025-10-21history
PH PARKER-HANNIFIN CORP121 shares112.28%2025-09-302025-10-21history
HSBC HSBC HLDGS PLC F1.3K shares2580.85%2025-09-302025-10-21history
ZTS ZOETIS INC620 shares31.08%2025-09-302025-10-21history
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OKE ONEOK INC NEW1.2K shares23.25%2025-09-302025-10-21history
NKE NIKE INC1.2K shares-20.95%2025-09-302025-10-21history
ABBNY ABB LTD F1.2K shares66.35%2025-09-302025-10-21history
MMC MARSH & MCLENNAN COS INC442 shares132.63%2025-09-302025-10-21history
NVO NOVO-NORDISK A S F1.5K shares205.56%2025-09-302025-10-21history
FI FISERV INC694 shares1316.33%2025-09-302025-10-21history
SLVP ISHARES MSI GLBL SILR3.2K shares0.00%2025-09-302025-10-21history
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MAR MARRIOTT INTL INC NEW330 shares7.84%2025-09-302025-10-21history
AFL AFLAC INC782 shares65.33%2025-09-302025-10-21history
MDT MEDTRONIC PLC F895 shares226.64%2025-09-302025-10-21history
MPC MARATHON PETE CORP451 shares-53.36%2025-09-302025-10-21history
NESTLE S A F NESTLE S A F933 shares412.64%2025-09-302025-10-21history
SYK STRYKER CORP234 shares107.08%2025-09-302025-10-21history
TJX TJX COS INC NEW611 shares-0.65%2025-09-302025-10-21history
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AJG GALLAGHER ARTHUR J & CO276 shares91.67%2025-09-302025-10-21history
NOW SERVICENOW INC93 sharesnew addition2025-09-302025-10-21history
MGM MGM RESORTS INTL2.5K shares5.89%2025-09-302025-10-21history
PAYX PAYCHEX INC677 shares42.53%2025-09-302025-10-21history
HCA HCA HEALTHCARE INC196 shares100.00%2025-09-302025-10-21history
UNP UNION PAC CORP353 shares20.89%2025-09-302025-10-21history
CARE CARTER BANKSHARES INC4.4K shares0.00%2025-09-302025-10-21history
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GSLC GOLDMAN SACHS ACTVBETA634 shares380.30%2025-09-302025-10-21history
SONY SONY GROUP CORP F2.8K shares337.69%2025-09-302025-10-21history
MMM 3M CO516 shares56.36%2025-09-302025-10-21history
MS MORGAN STANLEY514 shares8.21%2025-09-302025-10-21history
PGR PROGRESSIVE CORP OH329 sharesnew addition2025-09-302025-10-21history
ELV ELEVANCE HEALTH INC229 shares70.90%2025-09-302025-10-21history
AWI ARMSTRONG WORLD INDS INC403 shares295.10%2025-09-302025-10-21history
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MU MICRON TECHNOLOGY INC416 sharesnew addition2025-09-302025-10-21history
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SPGI S&P GLOBAL INC162 shares710.00%2025-09-302025-10-21history
BX BLACKSTONE INC460 shares155.56%2025-09-302025-10-21history
ACN ACCENTURE PLC IRELAND F314 shares11.35%2025-09-302025-10-21history
BWA BORGWARNER INC1.7K sharesnew addition2025-09-302025-10-21history
HDV ISHARES CORE HIGH625 sharesnew addition2025-09-302025-10-21history
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VOOV VANGUARD S&P 500 VALUE380 shares0.00%2025-09-302025-10-21history
STRL STERLING INFRASTRUCTURE218 sharesnew addition2025-09-302025-10-21history
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PRK PARK NATL CORP470 shares40.72%2025-09-302025-10-21history
APD AIR PRODS & CHEMS INC279 shares74.38%2025-09-302025-10-21history
MFC MANULIFE FINL CORP F2.3K shares0.00%2025-09-302025-10-21history
CI THE CIGNA GROUP241 shares127.36%2025-09-302025-10-21history
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DBEF XTRACKERS MSCI EAFE HDGD1.6K shares-4.98%2025-09-302025-10-21history
LTPZ PIMCO 15 YEAR US TIPS1.4K shares0.00%2025-09-302025-10-21history
CNP CENTERPOINT ENERGY INC1.9K shares9.91%2025-09-302025-10-21history
IRDM IRIDIUM COMMUNICATIONS I3.9K shares0.00%2025-09-302025-10-21history
SPYM SPDR PORTFOLIO S&P 500925 shares0.00%2025-09-302025-10-21history
VNQ VANGUARD REAL ESTATE796 shares0.00%2025-09-302025-10-21history
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BSX BOSTON SCIENTIFIC CORP734 sharesnew addition2025-09-302025-10-21history
ILCB ISHARES MORNINGSTAR US768 shares-3.03%2025-09-302025-10-21history
HWM HOWMET AEROSPACE INC376 shares116.09%2025-09-302025-10-21history
TEL TE CONNECTIVITY PLC F317 shares78.09%2025-09-302025-10-21history
COMMONWEALTH BK AUSTRA F COMMONWEALTH BK AUSTRA F617 shares2704.55%2025-09-302025-10-21history
UPS UNITED PARCEL SVC INC802 shares217.00%2025-09-302025-10-21history
TGT TARGET CORP EQUITY781 shares63.39%2025-09-302025-10-21history
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GD GENERAL DYNAMICS CORP198 shares63.64%2025-09-302025-10-21history
GTES GATES INDL CORP PLC F2.6K sharesnew addition2025-09-302025-10-21history
SMH VANECK SEMICONDUCTOR200 shares-60.00%2025-09-302025-10-21history
ALIZY ALLIANZ SE F1.6K shares3134.69%2025-09-302025-10-21history
HSY HERSHEY CO344 shares16.22%2025-09-302025-10-21history
CRWD CROWDSTRIKE HLDGS INC137 sharesnew addition2025-09-302025-10-21history
COHR COHERENT CORP588 shares-20.86%2025-09-302025-10-21history
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ICE INTERCONTINENTAL EXCHANG408 sharesnew addition2025-09-302025-10-21history
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PKW INVSC BUYBACK ACHIEVERS484 shares0.00%2025-09-302025-10-21history
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TM TOYOTA MTR CORP F326 shares2616.67%2025-09-302025-10-21history
EXC EXELON CORP1.4K shares98.71%2025-09-302025-10-21history
ANET ARISTA NETWORKS INC433 sharesnew addition2025-09-302025-10-21history
PDP INVESCO DORSEY WRIGHT528 shares0.00%2025-09-302025-10-21history
GM GENERAL MTRS CO1.0K shares62.21%2025-09-302025-10-21history
PSX PHILLIPS 66471 shares149.21%2025-09-302025-10-21history
ENB ENBRIDGE INC F1.2K shares61.53%2025-09-302025-10-21history
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COP CONOCOPHILLIPS661 shares59.28%2025-09-302025-10-21history
VOX VANGUARD COMMUNICATION333 shares0.00%2025-09-302025-10-21history
HOOD ROBINHOOD MKTS INC414 shares5814.29%2025-09-302025-10-21history
FFIV F5 INC189 shares42.11%2025-09-302025-10-21history
DHR DANAHER CORP283 shares-36.97%2025-09-302025-10-21history
MUFG MITSUBISHI UFJ FINL GR F3.8K shares2588.11%2025-09-302025-10-21history
ZWS ZURN ELKAY WTR SOLUTIONS1.3K sharesnew addition2025-09-302025-10-21history
NVS NOVARTIS AG F457 shares1804.17%2025-09-302025-10-21history
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FAST FASTENAL CO1.3K shares28.11%2025-09-302025-10-21history
DSI ISHARES ESG MSCI KLD 400474 shares0.00%2025-09-302025-10-21history
CDW CDW CORP377 shares57.08%2025-09-302025-10-21history
BWXT BWX TECHNOLOGIES INC321 shares3.22%2025-09-302025-10-21history
APO APOLLO GLOBAL MGMT INC N474 shares80.23%2025-09-302025-10-21history
RSPG INVSC S P 500 EQUAL WGHT750 shares0.00%2025-09-302025-10-21history
IDCC INTERDIGITAL INC175 sharesnew addition2025-09-302025-10-21history
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WELL WELLTOWER INC336 sharesnew addition2025-09-302025-10-21history
APP APPLOVIN CORP86 sharesnew addition2025-09-302025-10-21history
OXY OCCIDENTAL PETE CORP1.3K shares96.84%2025-09-302025-10-21history
VEU VANGUARD FTSE ALL WORLD799 shares0.00%2025-09-302025-10-21history
IWD ISHARES RUSSELL 1000283 shares-4.71%2025-09-302025-10-21history
ROP ROPER TECHNOLOGIES INC116 shares231.43%2025-09-302025-10-21history
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FDN FIRST TRUST INTERNET200 shares900.00%2025-09-302025-10-21history
ILCG ISHARES MORNINGSTAR530 shares-4.85%2025-09-302025-10-21history
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REZI RESIDEO TECHNOLOGIES INC1.3K shares3591.18%2025-09-302025-10-21history
VRTX VERTEX PHARMACEUTICALS I133 shares171.43%2025-09-302025-10-21history
LVMUY LVMH MOET HENNESSY LOU F410 shares1852.38%2025-09-302025-10-21history
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SAFRAN F SAFRAN F584 shares323.19%2025-09-302025-10-21history
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HITACHI LTD F HITACHI LTD F1.7K shares931.55%2025-09-302025-10-21history
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SNOW SNOWFLAKE INC197 shares217.74%2025-09-302025-10-21history
UBS UBS GROUP AG F1.1K shares2566.67%2025-09-302025-10-21history
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MTB M & T BK CORP233 shares348.08%2025-09-302025-10-21history
UTF COHEN AND STEERS INFRAST1.8K shares-2.45%2025-09-302025-10-21history
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BBVA BANCO BILBAO VIZCAYA A F2.3K shares2989.47%2025-09-302025-10-21history
LUMN LUMEN TECHNOLOGIES INC6.9K shares17960.53%2025-09-302025-10-21history
RPG INVSC S P 500 PURE939 shares-2.90%2025-09-302025-10-21history
SEE SEALED AIR CORP NEW1.2K sharesnew addition2025-09-302025-10-21history
INTESA SANPAOLO S P A F INTESA SANPAOLO S P A F1.1K shares3554.84%2025-09-302025-10-21history
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ORLY O REILLY AUTOMOTIVE INC423 sharesnew addition2025-09-302025-10-21history
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NUE NUCOR CORP320 shares45.45%2025-09-302025-10-21history
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UNICREDIT SPA F UNICREDIT SPA F1.2K shares3141.67%2025-09-302025-10-21history
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DTE DTE ENERGY CO305 shares29.79%2025-09-302025-10-21history
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ITRI ITRON INC EQUITY331 sharesnew addition2025-09-302025-10-21history
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ESSILOR INTL S A F ESSILOR INTL S A F249 shares429.79%2025-09-302025-10-21history
GSK GSK PLC ADR F952 shares444.00%2025-09-302025-10-21history
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CZR CAESARS ENTMT INC NEW1.5K sharesnew addition2025-09-302025-10-21history
XEL XCEL ENERGY INC509 shares98.83%2025-09-302025-10-21history
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FE FIRSTENERGY CORP883 shares13.21%2025-09-302025-10-21history
NET CLOUDFLARE INC187 sharesnew addition2025-09-302025-10-21history
MOAT VANECK MORNINGSTAR WIDE398 shares-0.50%2025-09-302025-10-21history
NINTENDO LTD F NINTENDO LTD F1.9K shares76.11%2025-09-302025-10-21history
NE NOBLE CORP PLC F1.3K sharesnew addition2025-09-302025-10-21history
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TTMI TTM TECHNOLOGIES INC666 sharesnew addition2025-09-302025-10-21history
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COMPAGNIE FINANCIERE A F COMPAGNIE FINANCIERE A F2.0K shares1589.83%2025-09-302025-10-21history
ACIW ACI WORLDWIDE INC726 sharesnew addition2025-09-302025-10-21history
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GPN GLOBAL PMTS INC441 shares14.84%2025-09-302025-10-21history
MSTR STRATEGY INC110 sharesnew addition2025-09-302025-10-21history
FSS FEDERAL SIGNAL CORP326 sharesnew addition2025-09-302025-10-21history
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HLT HILTON WORLDWIDE HLDGS I148 sharesnew addition2025-09-302025-10-21history
PROSUS N V F PROSUS N V F2.6K shares2835.96%2025-09-302025-10-21history
BMI BADGER METER INC210 sharesnew addition2025-09-302025-10-21history
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PYPL PAYPAL HLDGS INC545 shares120.65%2025-09-302025-10-21history
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SKYW SKYWEST INC375 sharesnew addition2025-09-302025-10-21history
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MRVL MARVELL TECHNOLOGY INC435 shares31.02%2025-09-302025-10-21history
RHEINMETALL F RHEINMETALL F81 shares2600.00%2025-09-302025-10-21history
FARMERS BK APPOMATTOX VA FARMERS BK APPOMATTOX VA1.4K shares0.00%2025-09-302025-10-21history
BNP PARIBAS F BNP PARIBAS F815 shares2810.71%2025-09-302025-10-21history
EQIX EQUINIX INC48 sharesnew addition2025-09-302025-10-21history
ZION ZIONS BANCORP N A656 sharesnew addition2025-09-302025-10-21history
CTAS CINTAS CORP184 shares84.00%2025-09-302025-10-21history
CMI CUMMINS INC86 shares1333.33%2025-09-302025-10-21history
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VRSK VERISK ANALYTICS INC149 shares223.91%2025-09-302025-10-21history
RDNT RADNET INC477 sharesnew addition2025-09-302025-10-21history
GEHC GE HEALTHCARE TECHNOLOGI482 shares326.55%2025-09-302025-10-21history
UCB UNITED CMNTY BK BLAIRSVI1.2K sharesnew addition2025-09-302025-10-21history
WESFARMERS LTD F WESFARMERS LTD F1.2K shares1634.29%2025-09-302025-10-21history
SNEX STONEX GROUP INC364 sharesnew addition2025-09-302025-10-21history
PAVE GLOBAL X US INFRA767 shares0.00%2025-09-302025-10-21history
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DY DYCOM INDS INC128 sharesnew addition2025-09-302025-10-21history
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SPMO INVSC S P 500 MOMENTUM305 shares117.86%2025-09-302025-10-21history
PPL PPL CORP997 shares153.05%2025-09-302025-10-21history
CSW CSW INDUSTRIALS INC146 sharesnew addition2025-09-302025-10-21history
NRG NRG ENERGY INC218 shares30.54%2025-09-302025-10-21history
RBLX ROBLOX CORP295 sharesnew addition2025-09-302025-10-21history
IWN ISHARES RUSSELL 2000201 shares-3.83%2025-09-302025-10-21history
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TFI SPDR NUVEEN ICE791 shares0.00%2025-09-302025-10-21history
KKR KKR & CO INC281 sharesnew addition2025-09-302025-10-21history
NTNL AUSTRALIA BK LT A F NTNL AUSTRALIA BK LT A F2.4K shares2617.98%2025-09-302025-10-21history
EOG EOG RES INC323 shares122.76%2025-09-302025-10-21history
CE CELANESE CORP DEL792 sharesnew addition2025-09-302025-10-21history
AIA GROUP LTD F AIA GROUP LTD F933 shares1195.83%2025-09-302025-10-21history
SPOT SPOTIFY TECHNOLOGY S A F52 shares2500.00%2025-09-302025-10-21history
SUI SUN CMNTYS INC270 shares42.11%2025-09-302025-10-21history
Sponsored
SSB SOUTHSTATE BK CORP353 sharesnew addition2025-09-302025-10-21history
AXAHY AXA SA F740 shares1175.86%2025-09-302025-10-21history
FTDR FRONTDOOR INC509 sharesnew addition2025-09-302025-10-21history
ADSK AUTODESK INC110 shares1275.00%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available