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).


Top Holding Treemap

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