The Analysis of Savvy Advisors, Inc.'s Holdings
Currently, Savvy Advisors, Inc. holds 820 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in VOO (+51.5K shares, valued at $31.5M), IUSB (+644.8K shares, valued at $30.1M), BSV (+349.2K shares, valued at $27.6M); decreased their positions in AMGN (-38.3K shares, valued at $10.8M), JPIE (-52.8K shares, valued at $2.4M), SCHV (-29.3K shares, valued at $852.0K); initiated new positions in DFUV (+292.7K shares, valued at $13.1M), DFCA (+164.0K shares, valued at $8.2M), AVSC (+110.4K shares, valued at $6.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS229.7K shares28.87%2025-09-302025-11-06
NVDA NVIDIA CORPORATION712.1K shares0.55%2025-09-302025-11-06
IUSB ISHARES TR1.8M shares57.07%2025-09-302025-11-06
IVV ISHARES TR100.4K shares27.83%2025-09-302025-11-06
AAPL APPLE INC213.7K shares9.15%2025-09-302025-11-06
SCHG SCHWAB STRATEGIC TR1.6M shares35.50%2025-09-302025-11-06
JQUA J P MORGAN EXCHANGE TRADED F826.5K shares35.36%2025-09-302025-11-06
AGG ISHARES TR469.7K shares50.71%2025-09-302025-11-06
MSFT MICROSOFT CORP90.3K shares3.98%2025-09-302025-11-06
FFIU SPINNAKER ETF SERIES2.0M shares-0.51%2025-09-302025-11-06
VTV VANGUARD INDEX FDS184.5K shares44.09%2025-09-302025-11-06
BSV VANGUARD BD INDEX FDS392.0K shares815.81%2025-09-302025-11-06
IVLU ISHARES TR830.6K shares23.58%2025-09-302025-11-06
VEA VANGUARD TAX-MANAGED FDS451.4K shares202.46%2025-09-302025-11-06
MTUM ISHARES TR94.0K shares213.06%2025-09-302025-11-06
AMZN AMAZON COM INC109.6K shares8.73%2025-09-302025-11-06
DFAC DIMENSIONAL ETF TRUST615.2K shares963.64%2025-09-302025-11-06
MUB ISHARES TR199.0K shares71.27%2025-09-302025-11-06
XLK SELECT SECTOR SPDR TR73.9K shares19.94%2025-09-302025-11-06
SPY SPDR S&P 500 ETF TR26.8K shares5.83%2025-09-302025-11-06
SGOL ETFS GOLD TR479.6K shares-1.20%2025-09-302025-11-06
GOOGL ALPHABET INC70.8K shares3.59%2025-09-302025-11-06
TLH ISHARES TR161.9K shares53.08%2025-09-302025-11-06
VGT VANGUARD WORLD FD21.9K shares5102.14%2025-09-302025-11-06
QQQ INVESCO QQQ TR26.5K shares8.67%2025-09-302025-11-06
EFG ISHARES TR136.7K shares6.74%2025-09-302025-11-06
VMBS VANGUARD SCOTTSDALE FDS325.9K shares62.68%2025-09-302025-11-06
SPEM SPDR INDEX SHS FDS316.1K shares19.42%2025-09-302025-11-06
AVGO BROADCOM INC44.1K shares19.59%2025-09-302025-11-06
PG PROCTER AND GAMBLE CO94.0K shares11.88%2025-09-302025-11-06
DBEF DBX ETF TR309.3K shares17.55%2025-09-302025-11-06
IAU ISHARES GOLD TR195.6K shares47.65%2025-09-302025-11-06
GOOG ALPHABET INC57.7K shares18.60%2025-09-302025-11-06
META META PLATFORMS INC18.7K shares7.49%2025-09-302025-11-06
DUHP DIMENSIONAL ETF TRUST346.9K shares5763.54%2025-09-302025-11-06
DFUV DIMENSIONAL ETF TRUST292.7K sharesnew addition2025-09-302025-11-06
SCHX SCHWAB STRATEGIC TR494.5K shares22.13%2025-09-302025-11-06
VTI VANGUARD INDEX FDS39.0K shares7.57%2025-09-302025-11-06
TSLA TESLA INC28.5K shares26.34%2025-09-302025-11-06
BRK.B BERKSHIRE HATHAWAY INC DEL23.2K shares10.61%2025-09-302025-11-06
VB VANGUARD INDEX FDS45.7K shares101.30%2025-09-302025-11-06
IAGG ISHARES TR223.2K shares711.53%2025-09-302025-11-06
JBND J P MORGAN EXCHANGE TRADED F210.5K shares2.68%2025-09-302025-11-06
JPM JPMORGAN CHASE & CO.35.0K shares11.78%2025-09-302025-11-06
XCEM COLUMBIA ETF TR II293.9K shares24.17%2025-09-302025-11-06
VWO VANGUARD INTL EQUITY INDEX F196.9K shares247.18%2025-09-302025-11-06
OEF ISHARES TR29.8K shares21.98%2025-09-302025-11-06
IBIT ISHARES BITCOIN TRUST ETF151.7K shares838.25%2025-09-302025-11-06
DFIC DIMENSIONAL ETF TRUST291.2K shares1236.03%2025-09-302025-11-06
DMBS DOUBLELINE ETF TRUST187.8K shares40.07%2025-09-302025-11-06
SCHD SCHWAB STRATEGIC TR307.2K shares-2.45%2025-09-302025-11-06
DFCA DIMENSIONAL ETF TRUST164.0K sharesnew addition2025-09-302025-11-06
COST COSTCO WHSL CORP NEW8.8K shares71.50%2025-09-302025-11-06
SUB ISHARES TR74.3K shares204.65%2025-09-302025-11-06
V VISA INC22.2K shares17.13%2025-09-302025-11-06
DFIV DIMENSIONAL ETF TRUST161.9K shares1071.78%2025-09-302025-11-06
XOM EXXON MOBIL CORP65.4K shares24.50%2025-09-302025-11-06
LLY ELI LILLY & CO9.6K shares40.05%2025-09-302025-11-06
IEFA ISHARES TR81.8K shares19.51%2025-09-302025-11-06
HYDB ISHARES TR145.3K shares83.74%2025-09-302025-11-06
ABBV ABBVIE INC29.9K shares21.21%2025-09-302025-11-06
DFUS DIMENSIONAL ETF TRUST92.0K shares20.41%2025-09-302025-11-06
MA MASTERCARD INCORPORATED11.4K shares6.27%2025-09-302025-11-06
WMT WALMART INC61.4K shares17.05%2025-09-302025-11-06
AVSC AMERICAN CENTY ETF TR110.4K sharesnew addition2025-09-302025-11-06
IMTM ISHARES TR130.9K sharesnew addition2025-09-302025-11-06
SCHV SCHWAB STRATEGIC TR208.8K shares-12.30%2025-09-302025-11-06
SCHB SCHWAB STRATEGIC TR233.7K shares3.67%2025-09-302025-11-06
HD HOME DEPOT INC14.3K shares19.06%2025-09-302025-11-06
DIHP DIMENSIONAL ETF TRUST189.4K sharesnew addition2025-09-302025-11-06
GLD SPDR GOLD TR15.7K shares1.95%2025-09-302025-11-06
BIL SPDR SERIES TRUST60.5K shares394.34%2025-09-302025-11-06
VUG VANGUARD INDEX FDS11.3K shares1.70%2025-09-302025-11-06
IBM INTERNATIONAL BUSINESS MACHS17.6K shares4.30%2025-09-302025-11-06
IJR ISHARES TR41.3K shares7.94%2025-09-302025-11-06
JPIE J P MORGAN EXCHANGE TRADED F104.8K shares-33.49%2025-09-302025-11-06
IWV ISHARES TR12.7K sharesnew addition2025-09-302025-11-06
QUAL ISHARES TR24.7K shares51.26%2025-09-302025-11-06
CVX CHEVRON CORP NEW30.8K shares20.93%2025-09-302025-11-06
JMST J P MORGAN EXCHANGE TRADED F93.2K shares32.84%2025-09-302025-11-06
MCD MCDONALDS CORP15.3K shares11.50%2025-09-302025-11-06
PB PROSPERITY BANCSHARES INC67.9K shares7.33%2025-09-302025-11-06
IJH ISHARES TR66.4K shares37.64%2025-09-302025-11-06
SCHF SCHWAB STRATEGIC TR184.9K shares37.11%2025-09-302025-11-06
AVEM AMERICAN CENTY ETF TR57.3K sharesnew addition2025-09-302025-11-06
JNJ JOHNSON & JOHNSON22.7K shares2.26%2025-09-302025-11-06
SPYG SPDR SERIES TRUST39.8K shares-0.15%2025-09-302025-11-06
IWF ISHARES TR8.8K shares2.47%2025-09-302025-11-06
PLTR PALANTIR TECHNOLOGIES INC22.6K shares44.39%2025-09-302025-11-06
ETN EATON CORP PLC10.9K shares102.23%2025-09-302025-11-06
GE GE AEROSPACE13.0K shares45.20%2025-09-302025-11-06
EMXC ISHARES INC57.4K shares7.51%2025-09-302025-11-06
ORCL ORACLE CORP13.4K shares15.47%2025-09-302025-11-06
RIGS ALPS ETF TR153.3K shares97.81%2025-09-302025-11-06
FBND FIDELITY MERRIMACK STR TR75.6K shares-2.98%2025-09-302025-11-06
IVW ISHARES TR28.6K shares-7.23%2025-09-302025-11-06
VTEB VANGUARD MUN BD FDS67.9K shares21.92%2025-09-302025-11-06
SCHR SCHWAB STRATEGIC TR134.0K shares103.79%2025-09-302025-11-06
TFI SPDR SERIES TRUST72.2K shares21.71%2025-09-302025-11-06
PANW PALO ALTO NETWORKS INC16.1K shares21.74%2025-09-302025-11-06
VV VANGUARD INDEX FDS10.3K shares-1.61%2025-09-302025-11-06
IEMG ISHARES INC48.2K shares31.22%2025-09-302025-11-06
RTX RTX CORPORATION18.7K shares58.00%2025-09-302025-11-06
FNDX SCHWAB STRATEGIC TR118.9K shares-4.29%2025-09-302025-11-06
CSCO CISCO SYS INC45.2K shares31.20%2025-09-302025-11-06
NFLX NETFLIX INC2.6K shares23.17%2025-09-302025-11-06
VZ VERIZON COMMUNICATIONS INC70.3K shares30.77%2025-09-302025-11-06
EMB ISHARES TR32.2K shares39.11%2025-09-302025-11-06
DFAU DIMENSIONAL ETF TRUST66.1K shares673.22%2025-09-302025-11-06
MU MICRON TECHNOLOGY INC17.7K shares532.67%2025-09-302025-11-06
PEP PEPSICO INC20.6K shares49.88%2025-09-302025-11-06
GS GOLDMAN SACHS GROUP INC3.6K shares9.31%2025-09-302025-11-06
PM PHILIP MORRIS INTL INC17.7K shares3.61%2025-09-302025-11-06
CAT CATERPILLAR INC6.0K shares17.81%2025-09-302025-11-06
URNM SPROTT FDS TR47.0K shares-3.20%2025-09-302025-11-06
FYLD CAMBRIA ETF TR91.0K shares-0.82%2025-09-302025-11-06
ABT ABBOTT LABS20.5K shares-3.96%2025-09-302025-11-06
INTC INTEL CORP80.9K shares25.31%2025-09-302025-11-06
IQLT ISHARES TR61.3K shares19.24%2025-09-302025-11-06
NVO NOVO-NORDISK A S48.8K shares82.96%2025-09-302025-11-06
VYM VANGUARD WHITEHALL FDS19.0K shares2.24%2025-09-302025-11-06
SCHW SCHWAB CHARLES CORP28.0K shares7.29%2025-09-302025-11-06
VBIL VANGUARD INSTL INDEX FD35.1K shares415.98%2025-09-302025-11-06
DFAS DIMENSIONAL ETF TRUST38.0K shares5.41%2025-09-302025-11-06
TJX TJX COS INC NEW18.0K shares31.50%2025-09-302025-11-06
BX BLACKSTONE INC15.1K shares23.18%2025-09-302025-11-06
INTU INTUIT3.7K shares8.95%2025-09-302025-11-06
FTEC FIDELITY COVINGTON TRUST11.4K shares-5.88%2025-09-302025-11-06
SLV ISHARES SILVER TR57.9K shares206.67%2025-09-302025-11-06
KO COCA COLA CO36.9K shares1.12%2025-09-302025-11-06
T AT&T INC86.5K shares-5.43%2025-09-302025-11-06
LMT LOCKHEED MARTIN CORP4.8K shares2.57%2025-09-302025-11-06
VCSH VANGUARD SCOTTSDALE FDS29.7K shares0.75%2025-09-302025-11-06
PLD PROLOGIS INC.20.7K shares1.21%2025-09-302025-11-06
MGK VANGUARD WORLD FD5.8K shares-5.70%2025-09-302025-11-06
SCHA SCHWAB STRATEGIC TR80.5K shares13.61%2025-09-302025-11-06
AMD ADVANCED MICRO DEVICES INC13.8K shares18.00%2025-09-302025-11-06
DFCF DIMENSIONAL ETF TRUST51.9K shares41.91%2025-09-302025-11-06
QCOM QUALCOMM INC13.3K shares43.38%2025-09-302025-11-06
USMV ISHARES TR23.3K shares195.76%2025-09-302025-11-06
BNDX VANGUARD CHARLOTTE FDS43.8K shares134.88%2025-09-302025-11-06
AMGN AMGEN INC7.6K shares-83.45%2025-09-302025-11-06
GD GENERAL DYNAMICS CORP6.3K shares188.58%2025-09-302025-11-06
TSM TAIWAN SEMICONDUCTOR MFG LTD7.7K shares49.38%2025-09-302025-11-06
BMY BRISTOL-MYERS SQUIBB CO47.3K shares1.87%2025-09-302025-11-06
ANGL VANECK ETF TRUST71.7K shares0.47%2025-09-302025-11-06
XMMO INVESCO EXCHANGE TRADED FD T15.7K shares6.29%2025-09-302025-11-06
BIV VANGUARD BD INDEX FDS27.1K shares-2.59%2025-09-302025-11-06
MO ALTRIA GROUP INC31.8K shares72.09%2025-09-302025-11-06
VIGI VANGUARD WHITEHALL FDS23.4K shares-6.98%2025-09-302025-11-06
SPOT SPOTIFY TECHNOLOGY S A3.0K shares-0.33%2025-09-302025-11-06
COWZ PACER FDS TR35.7K shares1.02%2025-09-302025-11-06
IWY ISHARES TR7.4K shares-1.89%2025-09-302025-11-06
IDEV ISHARES TR25.2K shares25.07%2025-09-302025-11-06
BLV VANGUARD BD INDEX FDS28.4K shares3.43%2025-09-302025-11-06
GEV GE VERNOVA INC3.3K shares27.95%2025-09-302025-11-06
SPYM SPDR SERIES TRUST25.4K shares-5.00%2025-09-302025-11-06
DFAI DIMENSIONAL ETF TRUST54.6K shares151.36%2025-09-302025-11-06
PGR PROGRESSIVE CORP8.0K shares25.70%2025-09-302025-11-06
ZAP GLOBAL X FDS66.6K sharesnew addition2025-09-302025-11-06
DIS DISNEY WALT CO16.9K shares-2.61%2025-09-302025-11-06
BAC BANK AMERICA CORP37.1K shares-3.78%2025-09-302025-11-06
PYLD PIMCO ETF TR70.4K shares53.18%2025-09-302025-11-06
BLK BLACKROCK INC1.6K shares9.99%2025-09-302025-11-06
TMUS T-MOBILE US INC7.8K shares14.04%2025-09-302025-11-06
CRM SALESFORCE INC7.8K shares6.96%2025-09-302025-11-06
IWM ISHARES TR7.6K shares41.12%2025-09-302025-11-06
VO VANGUARD INDEX FDS6.3K shares19.71%2025-09-302025-11-06
COWG PACER FDS TR50.7K sharesnew addition2025-09-302025-11-06
SPDW SPDR INDEX SHS FDS42.9K shares128.99%2025-09-302025-11-06
JAAA JANUS DETROIT STR TR36.0K shares81.53%2025-09-302025-11-06
CMF ISHARES TR31.8K sharesnew addition2025-09-302025-11-06
FDVV FIDELITY COVINGTON TRUST32.4K shares85.43%2025-09-302025-11-06
ADBE ADOBE INC5.1K shares37.65%2025-09-302025-11-06
COP CONOCOPHILLIPS18.9K shares1.62%2025-09-302025-11-06
VCRB VANGUARD MALVERN FDS22.8K shares-2.20%2025-09-302025-11-06
VGLT VANGUARD SCOTTSDALE FDS31.1K shares9.91%2025-09-302025-11-06
DFAX DIMENSIONAL ETF TRUST56.1K shares18.53%2025-09-302025-11-06
LIN LINDE PLC3.7K shares114.12%2025-09-302025-11-06
LOW LOWES COS INC6.9K shares31.56%2025-09-302025-11-06
FVD FIRST TR EXCHANGE-TRADED FD36.9K shares13.87%2025-09-302025-11-06
KR KROGER CO25.3K shares15.52%2025-09-302025-11-06
UBER UBER TECHNOLOGIES INC17.4K shares35.12%2025-09-302025-11-06
VIG VANGUARD SPECIALIZED FUNDS7.9K shares1.15%2025-09-302025-11-06
QQQM INVESCO EXCH TRADED FD TR II6.8K shares33.22%2025-09-302025-11-06
AXP AMERICAN EXPRESS CO5.1K shares19.52%2025-09-302025-11-06
PSN PARSONS CORP DEL20.3K sharesnew addition2025-09-302025-11-06
WM WASTE MGMT INC DEL7.6K shares11.58%2025-09-302025-11-06
SNPE DBX ETF TR27.9K shares30.73%2025-09-302025-11-06
EFIV SPDR SERIES TRUST26.1K shares32.29%2025-09-302025-11-06
UNH UNITEDHEALTH GROUP INC4.8K shares-33.92%2025-09-302025-11-06
WFC WELLS FARGO CO NEW19.6K shares14.02%2025-09-302025-11-06
APH AMPHENOL CORP NEW13.2K shares53.63%2025-09-302025-11-06
VXUS VANGUARD STAR FDS22.1K shares11.79%2025-09-302025-11-06
CEG CONSTELLATION ENERGY CORP4.9K shares1.30%2025-09-302025-11-06
IWB ISHARES TR4.4K shares15.27%2025-09-302025-11-06
HEFA ISHARES TR40.4K shares2.86%2025-09-302025-11-06
LQD ISHARES TR14.3K shares41.49%2025-09-302025-11-06
NEM NEWMONT CORP18.8K shares10.53%2025-09-302025-11-06
LODE COMSTOCK INC462.3K shares13.67%2025-09-302025-11-06
CDNS CADENCE DESIGN SYSTEM INC4.5K shares2.31%2025-09-302025-11-06
MS MORGAN STANLEY9.8K shares-22.17%2025-09-302025-11-06
MDT MEDTRONIC PLC16.1K shares10.10%2025-09-302025-11-06
HON HONEYWELL INTL INC7.2K shares-13.19%2025-09-302025-11-06
AVUV AMERICAN CENTY ETF TR14.7K shares1.09%2025-09-302025-11-06
WELL WELLTOWER INC8.1K shares110.89%2025-09-302025-11-06
C CITIGROUP INC14.0K shares12.69%2025-09-302025-11-06
MRK MERCK & CO INC16.9K shares109.52%2025-09-302025-11-06
TXN TEXAS INSTRS INC7.7K shares24.64%2025-09-302025-11-06
PICK ISHARES INC31.8K shares-1.06%2025-09-302025-11-06
BSX BOSTON SCIENTIFIC CORP14.3K shares25.85%2025-09-302025-11-06
AVB AVALONBAY CMNTYS INC7.2K shares15.95%2025-09-302025-11-06
BND VANGUARD BD INDEX FDS18.7K shares151.18%2025-09-302025-11-06
AVDV AMERICAN CENTY ETF TR15.6K shares-4.95%2025-09-302025-11-06
ARCC ARES CAPITAL CORP67.4K shares-26.14%2025-09-302025-11-06
HYMB SPDR SERIES TRUST55.1K shares70.53%2025-09-302025-11-06
RDVY FIRST TR EXCHANGE TRADED FD20.4K shares13.02%2025-09-302025-11-06
DE DEERE & CO3.0K shares-4.09%2025-09-302025-11-06
GBAB GUGGENHEIM TAXABLE MUNICP BO87.2K shares-7.08%2025-09-302025-11-06
ITOT ISHARES TR9.3K shares-5.06%2025-09-302025-11-06
PH PARKER-HANNIFIN CORP1.8K shares25.46%2025-09-302025-11-06
COIN COINBASE GLOBAL INC4.0K shares14.63%2025-09-302025-11-06
SCHO SCHWAB STRATEGIC TR54.0K shares4.34%2025-09-302025-11-06
UNP UNION PAC CORP5.5K shares149.93%2025-09-302025-11-06
SHEL SHELL PLC18.2K shares23.09%2025-09-302025-11-06
NVS NOVARTIS AG10.1K shares7.92%2025-09-302025-11-06
BYLD ISHARES TR56.0K shares0.21%2025-09-302025-11-06
LDOS LEIDOS HOLDINGS INC6.7K shares3.75%2025-09-302025-11-06
VEU VANGUARD INTL EQUITY INDEX F17.6K shares12.81%2025-09-302025-11-06
ADP AUTOMATIC DATA PROCESSING IN4.2K shares-2.48%2025-09-302025-11-06
EAGG ISHARES TR25.6K shares-6.31%2025-09-302025-11-06
ICVT ISHARES TR12.2K shares50.20%2025-09-302025-11-06
SPYV SPDR SERIES TRUST22.0K shares14.90%2025-09-302025-11-06
ACN ACCENTURE PLC IRELAND4.8K shares11.24%2025-09-302025-11-06
FNDF SCHWAB STRATEGIC TR27.7K shares-3.20%2025-09-302025-11-06
NEE NEXTERA ENERGY INC15.8K shares2.31%2025-09-302025-11-06
EYLD CAMBRIA ETF TR31.8K shares-1.21%2025-09-302025-11-06
DFGR DIMENSIONAL ETF TRUST43.0K shares1.32%2025-09-302025-11-06
JCPB J P MORGAN EXCHANGE TRADED F24.5K shares11.10%2025-09-302025-11-06
DFAE DIMENSIONAL ETF TRUST36.8K shares75.11%2025-09-302025-11-06
SYK STRYKER CORPORATION3.1K shares46.56%2025-09-302025-11-06
MMM 3M CO7.3K shares27.32%2025-09-302025-11-06
SPGI S&P GLOBAL INC2.3K shares42.54%2025-09-302025-11-06
SCHM SCHWAB STRATEGIC TR38.3K shares-4.78%2025-09-302025-11-06
MEAR ISHARES U S ETF TR22.2K shares0.00%2025-09-302025-11-06
IXUS ISHARES TR13.6K shares2.55%2025-09-302025-11-06
DNLI DENALI THERAPEUTICS INC77.1K shares-21.17%2025-09-302025-11-06
FTCS FIRST TR EXCHANGE-TRADED FD11.8K shares0.93%2025-09-302025-11-06
DFEM DIMENSIONAL ETF TRUST34.6K shares-23.50%2025-09-302025-11-06
XEL XCEL ENERGY INC13.7K shares5.51%2025-09-302025-11-06
VBR VANGUARD INDEX FDS5.3K shares27.80%2025-09-302025-11-06
SGOV ISHARES TR10.9K shares7.14%2025-09-302025-11-06
ELS EQUITY LIFESTYLE PPTYS INC18.1K shares-0.57%2025-09-302025-11-06
DBMF LITMAN GREGORY FDS TR40.2K shares-17.45%2025-09-302025-11-06
REGN REGENERON PHARMACEUTICALS1.9K shares22.52%2025-09-302025-11-06
EFA ISHARES TR11.7K shares4.72%2025-09-302025-11-06
VGIT VANGUARD SCOTTSDALE FDS18.1K shares41.87%2025-09-302025-11-06
PSQO PALMER SQUARE FUNDS TRUST52.0K shares419.56%2025-09-302025-11-06
KMI KINDER MORGAN INC DEL37.7K shares45.60%2025-09-302025-11-06
VOE VANGUARD INDEX FDS6.1K shares9.83%2025-09-302025-11-06
BABA ALIBABA GROUP HLDG LTD6.0K shares-4.52%2025-09-302025-11-06
IEO ISHARES TR11.3K shares-7.34%2025-09-302025-11-06
MAIN MAIN STR CAP CORP16.4K shares12.40%2025-09-302025-11-06
SCHE SCHWAB STRATEGIC TR30.6K shares16.15%2025-09-302025-11-06
WMB WILLIAMS COS INC16.0K shares30.29%2025-09-302025-11-06
ESGE ISHARES INC23.3K shares47.13%2025-09-302025-11-06
BA BOEING CO4.7K shares-13.84%2025-09-302025-11-06
DFSD DIMENSIONAL ETF TRUST20.6K sharesnew addition2025-09-302025-11-06
BKNG BOOKING HOLDINGS INC183 shares26.21%2025-09-302025-11-06
VLUE ISHARES TR7.9K shares106.22%2025-09-302025-11-06
IVE ISHARES TR4.7K shares-16.72%2025-09-302025-11-06
IWR ISHARES TR10.1K shares274.76%2025-09-302025-11-06
EDGF ADVISORS INNER CIRCLE FD II39.2K sharesnew addition2025-09-302025-11-06
VOT VANGUARD INDEX FDS3.3K shares11.68%2025-09-302025-11-06
MSTR STRATEGY INC3.0K shares10.18%2025-09-302025-11-06
ESGV VANGUARD WORLD FD8.1K shares0.48%2025-09-302025-11-06
VTES VANGUARD WELLINGTON FD9.3K shares0.00%2025-09-302025-11-06
VNQ VANGUARD INDEX FDS10.3K shares26.76%2025-09-302025-11-06
LHX L3HARRIS TECHNOLOGIES INC3.1K shares5.93%2025-09-302025-11-06
BBN BLACKROCK TAX MUNICPAL BD TR56.3K shares-8.69%2025-09-302025-11-06
B BARRICK MNG CORP28.4K shares22.17%2025-09-302025-11-06
AEP AMERICAN ELEC PWR CO INC8.2K shares33.97%2025-09-302025-11-06
TSLX SIXTH STREET SPECIALTY LENDI40.4K shares14.95%2025-09-302025-11-06
EMR EMERSON ELEC CO7.0K shares6.25%2025-09-302025-11-06
LRCX LAM RESEARCH CORP6.9K shares3.48%2025-09-302025-11-06
AMAT APPLIED MATLS INC4.5K shares48.00%2025-09-302025-11-06
DUK DUKE ENERGY CORP NEW7.4K shares29.89%2025-09-302025-11-06
ANET ARISTA NETWORKS INC6.2K shares89.24%2025-09-302025-11-06
BAB INVESCO EXCH TRADED FD TR II33.0K shares-8.06%2025-09-302025-11-06
IGSB ISHARES TR17.0K shares11.19%2025-09-302025-11-06
PRU PRUDENTIAL FINL INC8.7K shares9.88%2025-09-302025-11-06
ACWX ISHARES TR13.8K shares121.85%2025-09-302025-11-06
SBUX STARBUCKS CORP10.4K shares48.88%2025-09-302025-11-06
SO SOUTHERN CO9.3K shares35.73%2025-09-302025-11-06
TLT ISHARES TR9.8K shares-12.08%2025-09-302025-11-06
HMOP HARTFORD FDS EXCHANGE TRADED22.2K shares-6.86%2025-09-302025-11-06
BSCR INVESCO EXCH TRD SLF IDX FD43.8K shares-0.86%2025-09-302025-11-06
GM GENERAL MTRS CO14.1K sharesnew addition2025-09-302025-11-06
OGE OGE ENERGY CORP18.6K shares1.86%2025-09-302025-11-06
DSI ISHARES TR6.8K shares-0.93%2025-09-302025-11-06
PNC PNC FINL SVCS GROUP INC4.2K shares271.05%2025-09-302025-11-06
PSX PHILLIPS 666.2K shares35.54%2025-09-302025-11-06
VLO VALERO ENERGY CORP4.9K shares21.02%2025-09-302025-11-06
UPS UNITED PARCEL SERVICE INC10.0K shares2.21%2025-09-302025-11-06
STIP ISHARES TR8.1K shares27.19%2025-09-302025-11-06
TMO THERMO FISHER SCIENTIFIC INC1.7K shares-5.36%2025-09-302025-11-06
IWP ISHARES TR5.8K shares183.79%2025-09-302025-11-06
GWW GRAINGER W W INC859 shares256.43%2025-09-302025-11-06
ECL ECOLAB INC3.0K shares16.35%2025-09-302025-11-06
NOW SERVICENOW INC882 shares-18.33%2025-09-302025-11-06
WDAY WORKDAY INC3.4K shares3.23%2025-09-302025-11-06
COF CAPITAL ONE FINL CORP3.8K shares68.54%2025-09-302025-11-06
TAXF AMERICAN CENTY ETF TR16.0K shares-7.26%2025-09-302025-11-06
FAUG FIRST TR EXCHNG TRADED FD VI15.4K shares159.76%2025-09-302025-11-06
FQAL FIDELITY COVINGTON TRUST10.7K sharesnew addition2025-09-302025-11-06
AGNC AGNC INVT CORP80.9K shares7.81%2025-09-302025-11-06
TSPA T ROWE PRICE ETF INC18.5K shares43.05%2025-09-302025-11-06
FCX FREEPORT-MCMORAN INC19.8K shares24.99%2025-09-302025-11-06
ITW ILLINOIS TOOL WKS INC3.0K shares4.62%2025-09-302025-11-06
MDLZ MONDELEZ INTL INC12.4K shares0.85%2025-09-302025-11-06
PFE PFIZER INC30.2K shares7.96%2025-09-302025-11-06
SNDK SANDISK CORP6.8K sharesnew addition2025-09-302025-11-06
DVY ISHARES TR5.4K shares1.73%2025-09-302025-11-06
STLD STEEL DYNAMICS INC5.5K shares13.04%2025-09-302025-11-06
CB CHUBB LIMITED2.7K shares93.55%2025-09-302025-11-06
NLY ANNALY CAPITAL MANAGEMENT IN36.9K shares3.45%2025-09-302025-11-06
CMCSA COMCAST CORP NEW23.6K shares67.93%2025-09-302025-11-06
VGSH VANGUARD SCOTTSDALE FDS12.6K shares11.60%2025-09-302025-11-06
VTC VANGUARD SCOTTSDALE FDS9.4K shares1.76%2025-09-302025-11-06
EFV ISHARES TR10.9K shares-29.47%2025-09-302025-11-06
KMT KENNAMETAL INC35.2K shares-9.72%2025-09-302025-11-06
ODFL OLD DOMINION FREIGHT LINE IN5.2K shares8.58%2025-09-302025-11-06
IDXX IDEXX LABS INC1.1K shares-0.70%2025-09-302025-11-06
RSP INVESCO EXCHANGE TRADED FD T3.8K shares18.71%2025-09-302025-11-06
CRWD CROWDSTRIKE HLDGS INC1.5K shares16.47%2025-09-302025-11-06
SHM SPDR SERIES TRUST14.9K shares3.09%2025-09-302025-11-06
CLX CLOROX CO DEL5.8K shares-8.76%2025-09-302025-11-06
FTI TECHNIPFMC PLC17.9K sharesnew addition2025-09-302025-11-06
FMDE FIDELITY COVINGTON TRUST19.6K shares36.64%2025-09-302025-11-06
EXC EXELON CORP15.7K shares-4.05%2025-09-302025-11-06
IGM ISHARES TR5.6K shares197.08%2025-09-302025-11-06
EVR EVERCORE INC2.1K shares32.69%2025-09-302025-11-06
RY ROYAL BK CDA4.7K shares4.39%2025-09-302025-11-06
ESGD ISHARES TR7.5K sharesnew addition2025-09-302025-11-06
MNST MONSTER BEVERAGE CORP NEW10.3K shares108.89%2025-09-302025-11-06
PHEQ MORGAN STANLEY ETF TRUST21.6K shares0.00%2025-09-302025-11-06
VCIT VANGUARD SCOTTSDALE FDS8.2K shares-18.17%2025-09-302025-11-06
IWS ISHARES TR4.9K shares128.54%2025-09-302025-11-06
CSHI NEOS ETF TRUST13.8K sharesnew addition2025-09-302025-11-06
TFC TRUIST FINL CORP14.9K shares19.51%2025-09-302025-11-06
ESGU ISHARES TR4.7K shares29.67%2025-09-302025-11-06
JEPI J P MORGAN EXCHANGE TRADED F11.9K shares-8.60%2025-09-302025-11-06
LULU LULULEMON ATHLETICA INC3.8K shares58.56%2025-09-302025-11-06
MAR MARRIOTT INTL INC NEW2.6K shares-6.04%2025-09-302025-11-06
DFAW DIMENSIONAL ETF TRUST9.4K shares35.24%2025-09-302025-11-06
RDIV INVESCO EXCH TRADED FD TR II12.9K sharesnew addition2025-09-302025-11-06
TEI TEMPLETON EMERGING MKTS INCO108.5K shares-5.16%2025-09-302025-11-06
MLPB UBS AG LONDON BRANCH26.8K shares-6.94%2025-09-302025-11-06
EFAV ISHARES TR7.9K shares181.03%2025-09-302025-11-06
DCOR DIMENSIONAL ETF TRUST9.3K sharesnew addition2025-09-302025-11-06
SKOR FLEXSHARES TR13.5K shares76.02%2025-09-302025-11-06
PSA PUBLIC STORAGE OPER CO2.3K shares33.66%2025-09-302025-11-06
GSLC GOLDMAN SACHS ETF TR5.1K shares-16.46%2025-09-302025-11-06
IBTF ISHARES TR28.3K shares2.68%2025-09-302025-11-06
CMI CUMMINS INC1.6K shares30.58%2025-09-302025-11-06
PSLV SPROTT ASSET MANAGEMENT LP41.9K sharesnew addition2025-09-302025-11-06
GRMN GARMIN LTD2.7K shares22.06%2025-09-302025-11-06
DVN DEVON ENERGY CORP NEW18.6K shares69.46%2025-09-302025-11-06
TT TRANE TECHNOLOGIES PLC1.5K shares15.96%2025-09-302025-11-06
AFL AFLAC INC5.8K shares28.20%2025-09-302025-11-06
IYW ISHARES TR3.3K shares-6.58%2025-09-302025-11-06
MKC MCCORMICK & CO INC9.7K shares12.34%2025-09-302025-11-06
DGRW WISDOMTREE TR7.3K shares-2.14%2025-09-302025-11-06
NOC NORTHROP GRUMMAN CORP1.1K shares63.54%2025-09-302025-11-06
MFC MANULIFE FINL CORP20.8K shares3.58%2025-09-302025-11-06
RBLX ROBLOX CORP4.7K sharesnew addition2025-09-302025-11-06
SHOP SHOPIFY INC4.3K shares62.91%2025-09-302025-11-06
IBTG ISHARES TR27.8K shares2.85%2025-09-302025-11-06
CTVA CORTEVA INC9.3K shares13.20%2025-09-302025-11-06
VGUS VANGUARD INSTL INDEX FD8.2K sharesnew addition2025-09-302025-11-06
SUSA ISHARES TR4.6K sharesnew addition2025-09-302025-11-06
AZO AUTOZONE INC145 shares85.90%2025-09-302025-11-06
GILD GILEAD SCIENCES INC5.6K shares21.65%2025-09-302025-11-06
SCHC SCHWAB STRATEGIC TR13.6K shares-9.96%2025-09-302025-11-06
VTIP VANGUARD MALVERN FDS12.2K shares0.94%2025-09-302025-11-06
FEZ SPDR INDEX SHS FDS9.8K shares1.53%2025-09-302025-11-06
KLAC KLA CORP556 shares15.83%2025-09-302025-11-06
FDX FEDEX CORP2.5K sharesnew addition2025-09-302025-11-06
SRE SEMPRA6.6K shares39.62%2025-09-302025-11-06
CVS CVS HEALTH CORP7.8K shares42.44%2025-09-302025-11-06
FIXD FIRST TR EXCHNG TRADED FD VI13.2K shares9.49%2025-09-302025-11-06
DAL DELTA AIR LINES INC DEL10.3K shares41.53%2025-09-302025-11-06
DYNF BLACKROCK ETF TRUST9.9K shares-38.69%2025-09-302025-11-06
BK BANK NEW YORK MELLON CORP5.3K shares128.28%2025-09-302025-11-06
AMT AMERICAN TOWER CORP NEW3.0K shares-7.39%2025-09-302025-11-06
GMAY FIRST TR EXCHNG TRADED FD VI14.2K shares-32.96%2025-09-302025-11-06
CALF PACER FDS TR13.1K shares4.98%2025-09-302025-11-06
PPA INVESCO EXCHANGE TRADED FD T3.7K shares16.14%2025-09-302025-11-06
EDGH ADVISORS INNER CIRCLE FD II19.8K sharesnew addition2025-09-302025-11-06
DGX QUEST DIAGNOSTICS INC3.0K shares12.44%2025-09-302025-11-06
D DOMINION ENERGY INC9.2K sharesnew addition2025-09-302025-11-06
EFC ELLINGTON FINANCIAL INC42.8K sharesnew addition2025-09-302025-11-06
VRTX VERTEX PHARMACEUTICALS INC1.4K shares56.45%2025-09-302025-11-06
PVAL PUTNAM ETF TRUST12.9K sharesnew addition2025-09-302025-11-06
SCHP SCHWAB STRATEGIC TR20.3K shares46.43%2025-09-302025-11-06
ICE INTERCONTINENTAL EXCHANGE IN3.2K shares1.88%2025-09-302025-11-06
PWR QUANTA SVCS INC1.3K shares23.78%2025-09-302025-11-06
HWM HOWMET AEROSPACE INC2.8K sharesnew addition2025-09-302025-11-06
VSGX VANGUARD WORLD FD7.8K shares0.70%2025-09-302025-11-06
OIA INVESCO MUNI INCOME OPP TRST89.5K shares-17.41%2025-09-302025-11-06
DGCB DIMENSIONAL ETF TRUST9.7K shares0.45%2025-09-302025-11-06
DELL DELL TECHNOLOGIES INC3.8K shares57.70%2025-09-302025-11-06
APP APPLOVIN CORP741 sharesnew addition2025-09-302025-11-06
WWD WOODWARD INC2.1K sharesnew addition2025-09-302025-11-06
VSS VANGUARD INTL EQUITY INDEX F3.7K shares135.90%2025-09-302025-11-06
SCZ ISHARES TR6.8K shares-3.43%2025-09-302025-11-06
VRSN VERISIGN INC1.9K sharesnew addition2025-09-302025-11-06
BTI BRITISH AMERN TOB PLC9.8K sharesnew addition2025-09-302025-11-06
F FORD MTR CO43.6K shares13.06%2025-09-302025-11-06
VYMI VANGUARD WHITEHALL FDS6.1K shares-0.44%2025-09-302025-11-06
IX ORIX CORP19.6K shares9.78%2025-09-302025-11-06
POWI POWER INTEGRATIONS INC12.6K shares-0.47%2025-09-302025-11-06
ORLY OREILLY AUTOMOTIVE INC4.7K shares-6.13%2025-09-302025-11-06
DFIS DIMENSIONAL ETF TRUST15.8K shares43.99%2025-09-302025-11-06
BBY BEST BUY INC6.6K shares113.48%2025-09-302025-11-06
FSK FS KKR CAP CORP33.3K shares39.00%2025-09-302025-11-06
STE STERIS PLC2.0K shares104.81%2025-09-302025-11-06
VT VANGUARD INTL EQUITY INDEX F3.6K shares-8.79%2025-09-302025-11-06
MCO MOODYS CORP1.0K shares8.05%2025-09-302025-11-06
ASML ASML HOLDING N V508 shares34.75%2025-09-302025-11-06
AVLV AMERICAN CENTY ETF TR6.8K shares7.02%2025-09-302025-11-06
MSCI MSCI INC861 shares67.18%2025-09-302025-11-06
VMI VALMONT INDS INC1.2K shares26.50%2025-09-302025-11-06
XLE SELECT SECTOR SPDR TR5.4K shares0.54%2025-09-302025-11-06
SPMD SPDR SERIES TRUST8.4K shares109.05%2025-09-302025-11-06
BIIB BIOGEN INC3.4K shares12.17%2025-09-302025-11-06
AGIO AGIOS PHARMACEUTICALS INC12.0K shares-44.94%2025-09-302025-11-06
AVAV AEROVIRONMENT INC1.5K shares1.46%2025-09-302025-11-06
VTWO VANGUARD SCOTTSDALE FDS4.9K shares-1.73%2025-09-302025-11-06
SNOW SNOWFLAKE INC2.1K sharesnew addition2025-09-302025-11-06
EA ELECTRONIC ARTS INC2.4K shares17.86%2025-09-302025-11-06
FDLO FIDELITY COVINGTON TRUST7.2K shares116.13%2025-09-302025-11-06
BSCQ INVESCO EXCH TRD SLF IDX FD24.2K shares0.00%2025-09-302025-11-06
LVHI LEGG MASON ETF INVT13.5K shares-4.36%2025-09-302025-11-06
EEM ISHARES TR8.8K shares3.87%2025-09-302025-11-06
TBUX T ROWE PRICE ETF INC9.4K shares8.72%2025-09-302025-11-06
JEPQ J P MORGAN EXCHANGE TRADED F8.1K shares45.01%2025-09-302025-11-06
TRV TRAVELERS COMPANIES INC1.7K sharesnew addition2025-09-302025-11-06
KMB KIMBERLY-CLARK CORP3.7K shares50.53%2025-09-302025-11-06
PAYX PAYCHEX INC3.6K shares2.22%2025-09-302025-11-06
SHYG ISHARES TR10.6K shares86.53%2025-09-302025-11-06
JCI JOHNSON CTLS INTL PLC4.2K shares45.48%2025-09-302025-11-06
BDX BECTON DICKINSON & CO2.4K shares77.89%2025-09-302025-11-06
MPC MARATHON PETE CORP2.4K shares5.01%2025-09-302025-11-06
EQIX EQUINIX INC579 shares39.52%2025-09-302025-11-06
ENVX ENOVIX CORPORATION45.4K shares218.90%2025-09-302025-11-06
DFGP DIMENSIONAL ETF TRUST8.1K shares-1.02%2025-09-302025-11-06
NULV NUSHARES ETF TR10.3K shares4.13%2025-09-302025-11-06
CTAS CINTAS CORP2.2K shares1.82%2025-09-302025-11-06
FV FIRST TR EXCHANGE TRADED FD7.2K shares7.91%2025-09-302025-11-06
TDG TRANSDIGM GROUP INC338 shares40.83%2025-09-302025-11-06
EIM EATON VANCE MUN BD FD44.7K shares-19.05%2025-09-302025-11-06
CGGR CAPITAL GROUP GROWTH ETF10.1K sharesnew addition2025-09-302025-11-06
TBIL RBB FD INC8.8K shares98.74%2025-09-302025-11-06
INCY INCYTE CORP5.2K sharesnew addition2025-09-302025-11-06
NGG NATIONAL GRID PLC6.1K shares11.90%2025-09-302025-11-06
MCK MCKESSON CORP571 shares37.59%2025-09-302025-11-06
LCTU BLACKROCK ETF TRUST6.1K shares-1.72%2025-09-302025-11-06
AAON AAON INC4.7K sharesnew addition2025-09-302025-11-06
DOW DOW INC19.1K shares-3.07%2025-09-302025-11-06
AMP AMERIPRISE FINL INC891 shares4.82%2025-09-302025-11-06
CBOE CBOE GLOBAL MKTS INC1.8K shares9.91%2025-09-302025-11-06
DASH DOORDASH INC1.6K sharesnew addition2025-09-302025-11-06
SPIB SPDR SERIES TRUST12.8K shares-9.45%2025-09-302025-11-06
USB US BANCORP DEL9.0K shares41.16%2025-09-302025-11-06
DD DUPONT DE NEMOURS INC5.6K sharesnew addition2025-09-302025-11-06
DIVI FRANKLIN TEMPLETON ETF TR11.6K shares-11.71%2025-09-302025-11-06
AVUS AMERICAN CENTY ETF TR4.0K shares-1.41%2025-09-302025-11-06
EXPE EXPEDIA GROUP INC2.0K sharesnew addition2025-09-302025-11-06
RCL ROYAL CARIBBEAN GROUP1.3K shares74.64%2025-09-302025-11-06
FIW FIRST TR EXCHANGE-TRADED FD3.8K shares0.00%2025-09-302025-11-06
DSM BNY MELLON STRATEGIC MUN BD72.1K shares-13.73%2025-09-302025-11-06
NKE NIKE INC6.1K shares17.94%2025-09-302025-11-06
CARR CARRIER GLOBAL CORPORATION7.1K shares53.33%2025-09-302025-11-06
MET METLIFE INC5.1K shares58.66%2025-09-302025-11-06
JMUB J P MORGAN EXCHANGE TRADED F8.3K shares22.23%2025-09-302025-11-06
EPD ENTERPRISE PRODS PARTNERS L13.4K shares11.02%2025-09-302025-11-06
SHW SHERWIN WILLIAMS CO1.2K shares3.07%2025-09-302025-11-06
FNDA SCHWAB STRATEGIC TR13.3K shares-15.84%2025-09-302025-11-06
PWZ INVESCO EXCH TRADED FD TR II17.4K sharesnew addition2025-09-302025-11-06
GEHC GE HEALTHCARE TECHNOLOGIES I5.5K shares18.04%2025-09-302025-11-06
PCG PG&E CORP27.5K sharesnew addition2025-09-302025-11-06
FI FISERV INC3.2K shares-21.64%2025-09-302025-11-06
SONY SONY GROUP CORP14.4K shares-3.13%2025-09-302025-11-06
FJAN FIRST TR EXCHNG TRADED FD VI8.2K shares-0.27%2025-09-302025-11-06
SOXX ISHARES TR1.5K shares-7.69%2025-09-302025-11-06
POCT INNOVATOR ETFS TRUST9.6K shares-8.54%2025-09-302025-11-06
IBTH ISHARES TR18.3K shares3.52%2025-09-302025-11-06
MMIN NEW YORK LIFE INVTS ACTIVE E17.3K shares2.57%2025-09-302025-11-06
NET CLOUDFLARE INC1.9K sharesnew addition2025-09-302025-11-06
Call Option Holdings
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Put Option Holdings
No put option holdings data available