The Analysis of Segment Wealth Management, LLC's Holdings


Currently, Segment Wealth Management, LLC holds 316 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in NVDA (+97.6K shares, valued at $18.2M), SPYM (+76.4K shares, valued at $6.1M), QQQM (+18.1K shares, valued at $4.6M); decreased their positions in N/A (-29.6K shares, valued at $12.6M), N/A (-10.6K shares, valued at $3.7M), PWR (-8.4K shares, valued at $3.5M); initiated new positions in QQQM (+18.1K shares, valued at $4.6M), PANW (+7.1K shares, valued at $1.3M), N/A (+12.9K shares, valued at $1.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS322.6K shares0.08%2025-12-312026-01-29history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL163.4K shares1.67%2025-12-312026-01-29history
BROADCOM INC BROADCOM INC174.4K shares-5.71%2025-12-312026-01-29history
INVESCO QQQ TR INVESCO QQQ TR77.4K shares-0.36%2025-12-312026-01-29history
SPGI S&P GLOBAL INC87.8K shares-0.55%2025-12-312026-01-29history
NVDA NVIDIA CORPORATION239.6K shares68.76%2025-12-312026-01-29history
GEV GE VERNOVA INC65.4K shares-2.12%2025-12-312026-01-29history
AAPL APPLE INC151.3K shares0.29%2025-12-312026-01-29history
Sponsored
MSFT MICROSOFT CORP70.6K shares2.01%2025-12-312026-01-29history
BRK.A BERKSHIRE HATHAWAY INC DEL42 shares0.00%2025-12-312026-01-29history
SPYM SPDR SERIES TRUST372.7K shares25.78%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC92.4K shares0.68%2025-12-312026-01-29history
WMT WALMART INC253.0K shares-0.03%2025-12-312026-01-29history
ASML ASML HOLDING N V25.8K shares0.33%2025-12-312026-01-29history
MCK MCKESSON CORP30.3K shares-0.99%2025-12-312026-01-29history
XOM EXXON MOBIL CORP205.8K shares-1.11%2025-12-312026-01-29history
Sponsored
PH PARKER-HANNIFIN CORP28.0K shares-0.68%2025-12-312026-01-29history
CAT CATERPILLAR INC42.2K shares-0.47%2025-12-312026-01-29history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC162.7K shares0.67%2025-12-312026-01-29history
SPY SPDR S&P 500 ETF TR34.1K shares-0.68%2025-12-312026-01-29history
V VISA INC64.6K shares0.95%2025-12-312026-01-29history
INTU INTUIT31.8K shares1.47%2025-12-312026-01-29history
GRMN GARMIN LTD103.7K shares0.28%2025-12-312026-01-29history
APH AMPHENOL CORP NEW149.1K shares-0.21%2025-12-312026-01-29history
Sponsored
MAR MARRIOTT INTL INC NEW60.5K shares1.25%2025-12-312026-01-29history
SYK STRYKER CORPORATION53.3K shares2.12%2025-12-312026-01-29history
CTAS CINTAS CORP98.7K shares0.81%2025-12-312026-01-29history
COST COSTCO WHSL CORP NEW21.3K shares1.45%2025-12-312026-01-29history
ALL ALLSTATE CORP87.4K shares1.74%2025-12-312026-01-29history
GS GOLDMAN SACHS GROUP INC20.0K shares0.02%2025-12-312026-01-29history
USMC PRINCIPAL EXCHANGE TRADED FD256.3K shares-0.31%2025-12-312026-01-29history
XLG INVESCO EXCHANGE TRADED FD T294.6K shares-0.22%2025-12-312026-01-29history
Sponsored
MCD MCDONALDS CORP55.2K shares0.69%2025-12-312026-01-29history
TJX TJX COS INC NEW108.7K shares-0.00%2025-12-312026-01-29history
META META PLATFORMS INC25.0K shares1.53%2025-12-312026-01-29history
HD HOME DEPOT INC47.4K shares-0.41%2025-12-312026-01-29history
LLY ELI LILLY & CO14.8K shares2.23%2025-12-312026-01-29history
ADP AUTOMATIC DATA PROCESSING IN58.9K shares0.90%2025-12-312026-01-29history
MSI MOTOROLA SOLUTIONS INC38.0K shares-1.64%2025-12-312026-01-29history
MMC MARSH & MCLENNAN COS INC77.7K shares-1.56%2025-12-312026-01-29history
Sponsored
SHW SHERWIN WILLIAMS CO44.4K shares-1.63%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC45.0K shares3.43%2025-12-312026-01-29history
TXN TEXAS INSTRS INC79.5K shares-0.84%2025-12-312026-01-29history
UNP UNION PAC CORP59.3K shares0.59%2025-12-312026-01-29history
DHR DANAHER CORPORATION59.5K shares-2.02%2025-12-312026-01-29history
VXF VANGUARD INDEX FDS61.6K shares-1.51%2025-12-312026-01-29history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND46.7K shares2.04%2025-12-312026-01-29history
VUG VANGUARD INDEX FDS25.5K shares-1.86%2025-12-312026-01-29history
Sponsored
EOG EOG RES INC117.5K shares-4.68%2025-12-312026-01-29history
TRGP TARGA RES CORP61.3K shares1.71%2025-12-312026-01-29history
OEF ISHARES TR32.9K shares-0.28%2025-12-312026-01-29history
AJG GALLAGHER ARTHUR J & CO43.3K shares-0.60%2025-12-312026-01-29history
APP APPLOVIN CORP14.7K shares-2.59%2025-12-312026-01-29history
IMTM ISHARES TR206.8K shares-0.18%2025-12-312026-01-29history
PII POLARIS INC153.8K shares-0.18%2025-12-312026-01-29history
CARR CARRIER GLOBAL CORPORATION182.9K shares-1.64%2025-12-312026-01-29history
Sponsored
MGC VANGUARD WORLD FD35.0K shares-0.28%2025-12-312026-01-29history
ROP ROPER TECHNOLOGIES INC18.9K shares-3.29%2025-12-312026-01-29history
ICE INTERCONTINENTAL EXCHANGE IN51.3K shares3.73%2025-12-312026-01-29history
IWD ISHARES TR38.7K shares-1.22%2025-12-312026-01-29history
EPD ENTERPRISE PRODS PARTNERS L251.8K shares0.00%2025-12-312026-01-29history
VIG VANGUARD SPECIALIZED FUNDS35.3K shares-1.03%2025-12-312026-01-29history
AMZN AMAZON COM INC32.2K shares6.57%2025-12-312026-01-29history
MAIN MAIN STR CAP CORP120.2K shares0.35%2025-12-312026-01-29history
Sponsored
GLD SPDR GOLD TR17.7K shares1.73%2025-12-312026-01-29history
BC BRUNSWICK CORP88.3K shares0.78%2025-12-312026-01-29history
JPM JPMORGAN CHASE & CO.19.7K shares2.10%2025-12-312026-01-29history
XLY SELECT SECTOR SPDR TR50.0K shares112.79%2025-12-312026-01-29history
PWR QUANTA SVCS INC13.6K shares-38.06%2025-12-312026-01-29history
GLDM WORLD GOLD TR66.4K shares-0.26%2025-12-312026-01-29history
CENCORA INC CENCORA INC15.6K shares0.69%2025-12-312026-01-29history
XT ISHARES TR73.6K shares-0.35%2025-12-312026-01-29history
Sponsored
TSLA TESLA INC11.4K shares2.57%2025-12-312026-01-29history
IEFA ISHARES TR57.1K shares0.00%2025-12-312026-01-29history
UNH UNITEDHEALTH GROUP INC15.3K shares1.58%2025-12-312026-01-29history
IWF ISHARES TR10.5K shares0.00%2025-12-312026-01-29history
QQQM INVESCO EXCH TRADED FD TR II18.1K sharesnew addition2025-12-312026-01-29history
CVX CHEVRON CORP NEW28.9K shares-0.55%2025-12-312026-01-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD14.1K shares0.00%2025-12-312026-01-29history
ARISTA NETWORKS INC ARISTA NETWORKS INC32.6K shares3.01%2025-12-312026-01-29history
Sponsored
MA MASTERCARD INCORPORATED7.1K shares6.33%2025-12-312026-01-29history
ITOT ISHARES TR26.7K shares0.27%2025-12-312026-01-29history
IHI ISHARES TR63.4K shares-0.67%2025-12-312026-01-29history
SHOP SHOPIFY INC24.2K shares2.47%2025-12-312026-01-29history
MDY SPDR S&P MIDCAP 400 ETF TR6.3K shares-2.13%2025-12-312026-01-29history
VTV VANGUARD INDEX FDS19.6K shares0.00%2025-12-312026-01-29history
VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares42.91%2025-12-312026-01-29history
CTRA COTERRA ENERGY INC132.9K shares1.60%2025-12-312026-01-29history
Sponsored
XLK SELECT SECTOR SPDR TR23.2K shares100.00%2025-12-312026-01-29history
CELESTICA INC CELESTICA INC10.7K shares2.80%2025-12-312026-01-29history
ISRG INTUITIVE SURGICAL INC5.5K shares4.29%2025-12-312026-01-29history
IJK ISHARES TR31.7K shares0.00%2025-12-312026-01-29history
IVV ISHARES TR4.5K shares-18.24%2025-12-312026-01-29history
CRM SALESFORCE INC10.0K shares-3.29%2025-12-312026-01-29history
GE AEROSPACE GE AEROSPACE8.6K shares0.00%2025-12-312026-01-29history
SCHB SCHWAB STRATEGIC TR98.8K shares-1.12%2025-12-312026-01-29history
Sponsored
STEL STELLAR BANCORP INC83.1K shares3.89%2025-12-312026-01-29history
VO VANGUARD INDEX FDS8.3K shares29.19%2025-12-312026-01-29history
BKNG BOOKING HOLDINGS INC445 shares4.95%2025-12-312026-01-29history
NFLX NETFLIX INC25.3K shares1825.42%2025-12-312026-01-29history
MSCI MSCI INC4.0K shares5.27%2025-12-312026-01-29history
MTSI MACOM TECH SOLUTIONS HLDGS I12.9K shares0.00%2025-12-312026-01-29history
EQT CORP EQT CORP39.0K shares0.33%2025-12-312026-01-29history
OKE ONEOK INC NEW27.6K shares-3.77%2025-12-312026-01-29history
Sponsored
LAM RESEARCH CORP LAM RESEARCH CORP11.4K shares0.03%2025-12-312026-01-29history
IBDW ISHARES TR91.6K shares1.13%2025-12-312026-01-29history
IBDV ISHARES TR86.8K shares1.14%2025-12-312026-01-29history
WMB WILLIAMS COS INC31.8K shares1.47%2025-12-312026-01-29history
PSX PHILLIPS 6614.1K shares0.36%2025-12-312026-01-29history
IBDT ISHARES TR69.8K shares0.26%2025-12-312026-01-29history
IBDU ISHARES TR75.3K shares0.57%2025-12-312026-01-29history
MELI MERCADOLIBRE INC873 shares2.95%2025-12-312026-01-29history
Sponsored
IWM ISHARES TR7.1K shares20.35%2025-12-312026-01-29history
PG PROCTER AND GAMBLE CO11.9K shares0.06%2025-12-312026-01-29history
IBDX ISHARES TR65.8K shares9.73%2025-12-312026-01-29history
JAAA JANUS DETROIT STR TR33.2K shares0.91%2025-12-312026-01-29history
NEE NEXTERA ENERGY INC20.9K shares-0.98%2025-12-312026-01-29history
LMT LOCKHEED MARTIN CORP3.4K shares9.83%2025-12-312026-01-29history
AXON AXON ENTERPRISE INC2.9K shares-30.07%2025-12-312026-01-29history
SCHG SCHWAB STRATEGIC TR49.0K shares-1.99%2025-12-312026-01-29history
Sponsored
SKYY FIRST TR EXCHANGE TRADED FD12.1K shares-0.02%2025-12-312026-01-29history
WM WASTE MGMT INC DEL7.1K shares19.62%2025-12-312026-01-29history
IGV ISHARES TR14.5K shares-0.10%2025-12-312026-01-29history
KO COCA COLA CO21.4K shares0.09%2025-12-312026-01-29history
IBDR ISHARES TR60.9K shares-2.12%2025-12-312026-01-29history
BSJR INVESCO EXCH TRD SLF IDX FD65.1K shares-0.19%2025-12-312026-01-29history
MERCK & CO INC MERCK & CO INC14.0K shares-1.71%2025-12-312026-01-29history
IBDS ISHARES TR60.2K shares-2.14%2025-12-312026-01-29history
Sponsored
FIX COMFORT SYS USA INC1.5K shares0.00%2025-12-312026-01-29history
RACE FERRARI N V3.8K shares-34.15%2025-12-312026-01-29history
BSCR INVESCO EXCH TRD SLF IDX FD70.6K shares14.77%2025-12-312026-01-29history
COF CAPITAL ONE FINL CORP5.7K shares0.03%2025-12-312026-01-29history
KKR & CO INC KKR & CO INC10.8K shares0.00%2025-12-312026-01-29history
WFC WELLS FARGO CO NEW14.5K shares8.29%2025-12-312026-01-29history
CEG CONSTELLATION ENERGY CORP3.8K shares-0.44%2025-12-312026-01-29history
KBE SPDR SERIES TRUST22.1K shares-32.43%2025-12-312026-01-29history
Sponsored
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.4K shares6.37%2025-12-312026-01-29history
PANW PALO ALTO NETWORKS INC7.1K sharesnew addition2025-12-312026-01-29history
ABBV ABBVIE INC5.7K shares-0.91%2025-12-312026-01-29history
BSJQ INVESCO EXCH TRD SLF IDX FD55.0K shares-2.64%2025-12-312026-01-29history
BLACKSTONE INC BLACKSTONE INC8.3K shares11.89%2025-12-312026-01-29history
BSCQ INVESCO EXCH TRD SLF IDX FD65.2K shares16.83%2025-12-312026-01-29history
CMI CUMMINS INC2.5K shares0.00%2025-12-312026-01-29history
BN BROOKFIELD CORP27.4K shares49.98%2025-12-312026-01-29history
Sponsored
IBDY ISHARES TR48.0K shares1.74%2025-12-312026-01-29history
PEP PEPSICO INC8.7K shares-0.86%2025-12-312026-01-29history
EME EMCOR GROUP INC2.0K shares50.75%2025-12-312026-01-29history
APA CORPORATION APA CORPORATION50.0K shares0.00%2025-12-312026-01-29history
RSG REPUBLIC SVCS INC5.7K shares-11.38%2025-12-312026-01-29history
BSCS INVESCO EXCH TRD SLF IDX FD58.7K shares1.78%2025-12-312026-01-29history
BSJS INVESCO EXCH TRD SLF IDX FD54.3K shares1.70%2025-12-312026-01-29history
CPRT COPART INC30.2K shares-34.31%2025-12-312026-01-29history
Sponsored
USFR WISDOMTREE TR22.1K shares0.73%2025-12-312026-01-29history
VIGI VANGUARD WHITEHALL FDS12.2K shares-0.16%2025-12-312026-01-29history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.8K shares45.82%2025-12-312026-01-29history
ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC12.9K sharesnew addition2025-12-312026-01-29history
UI UBIQUITI INC2.0K shares-34.61%2025-12-312026-01-29history
KMI KINDER MORGAN INC DEL39.2K shares1.28%2025-12-312026-01-29history
VGT VANGUARD WORLD FD1.4K sharesnew addition2025-12-312026-01-29history
CRWD CROWDSTRIKE HLDGS INC2.3K shares2.72%2025-12-312026-01-29history
Sponsored
VLTO VERALTO CORP10.6K shares-0.05%2025-12-312026-01-29history
FLOTEK INDS INC DEL FLOTEK INDS INC DEL61.4K shares0.00%2025-12-312026-01-29history
VONE VANGUARD SCOTTSDALE FDS3.4K sharesnew addition2025-12-312026-01-29history
LOW LOWES COS INC4.3K shares3.13%2025-12-312026-01-29history
EMR EMERSON ELEC CO7.9K shares0.04%2025-12-312026-01-29history
PSTG PURE STORAGE INC15.5K shares-0.15%2025-12-312026-01-29history
IWB ISHARES TR2.8K shares0.00%2025-12-312026-01-29history
DE DEERE & CO2.2K shares-1.79%2025-12-312026-01-29history
Sponsored
BSCT INVESCO EXCH TRD SLF IDX FD54.0K shares2.14%2025-12-312026-01-29history
JNJ JOHNSON & JOHNSON4.8K shares26.81%2025-12-312026-01-29history
COP CONOCOPHILLIPS10.6K shares-12.76%2025-12-312026-01-29history
ABT ABBOTT LABS7.8K shares15.83%2025-12-312026-01-29history
VNT VONTIER CORPORATION26.1K shares0.00%2025-12-312026-01-29history
VST VISTRA CORP5.9K shares-0.83%2025-12-312026-01-29history
PSA PUBLIC STORAGE OPER CO3.6K shares0.36%2025-12-312026-01-29history
TMO THERMO FISHER SCIENTIFIC INC1.6K shares9.29%2025-12-312026-01-29history
Sponsored
VB VANGUARD INDEX FDS3.4K shares0.35%2025-12-312026-01-29history
CB CHUBB LIMITED2.8K shares0.00%2025-12-312026-01-29history
BSCU INVESCO EXCH TRD SLF IDX FD51.7K shares0.00%2025-12-312026-01-29history
TQQQ PROSHARES TR16.5K shares65.29%2025-12-312026-01-29history
BSJT INVESCO EXCH TRD SLF IDX FD39.8K shares2.40%2025-12-312026-01-29history
AMGN AMGEN INC2.6K shares80.54%2025-12-312026-01-29history
ITW ILLINOIS TOOL WKS INC3.4K shares0.03%2025-12-312026-01-29history
MPLX MPLX LP15.4K shares0.00%2025-12-312026-01-29history
Sponsored
VRT VERTIV HOLDINGS CO5.0K shares0.04%2025-12-312026-01-29history
MPC MARATHON PETE CORP5.0K shares0.00%2025-12-312026-01-29history
LINDE PLC LINDE PLC1.9K shares-94.02%2025-12-312026-01-29history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.6K shares40.39%2025-12-312026-01-29history
ETR ENTERGY CORP NEW8.0K shares1.31%2025-12-312026-01-29history
ORCL ORACLE CORP3.6K shares-60.32%2025-12-312026-01-29history
NOW SERVICENOW INC4.6K shares386.79%2025-12-312026-01-29history
CSCO CISCO SYS INC9.0K shares12.55%2025-12-312026-01-29history
Sponsored
SLV ISHARES SILVER TR10.6K shares0.00%2025-12-312026-01-29history
MS MORGAN STANLEY3.8K shares-1.40%2025-12-312026-01-29history
IJH ISHARES TR10.2K shares95.11%2025-12-312026-01-29history
VEA VANGUARD TAX-MANAGED FDS10.5K sharesnew addition2025-12-312026-01-29history
VLO VALERO ENERGY CORP3.9K shares0.00%2025-12-312026-01-29history
PAYX PAYCHEX INC5.6K shares-0.67%2025-12-312026-01-29history
ADI ANALOG DEVICES INC2.3K shares-2.27%2025-12-312026-01-29history
IVW ISHARES TR5.1K shares0.00%2025-12-312026-01-29history
Sponsored
IWR ISHARES TR6.4K shares0.00%2025-12-312026-01-29history
TYG TORTOISE ENERGY INFRA CORP15.0K shares0.00%2025-12-312026-01-29history
ENB ENBRIDGE INC12.7K shares0.00%2025-12-312026-01-29history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares10.01%2025-12-312026-01-29history
PLD PROLOGIS INC.4.7K shares2.52%2025-12-312026-01-29history
LAMR LAMAR ADVERTISING CO NEW4.6K shares2.11%2025-12-312026-01-29history
IEX IDEX CORP3.2K shares0.00%2025-12-312026-01-29history
IBDZ ISHARES TR20.8K shares0.00%2025-12-312026-01-29history
Sponsored
CCJ CAMECO CORP6.0K shares0.00%2025-12-312026-01-29history
GNRC GENERAC HLDGS INC4.0K shares-50.73%2025-12-312026-01-29history
AMP AMERIPRISE FINL INC1.1K shares0.18%2025-12-312026-01-29history
ECL ECOLAB INC2.0K shares-2.49%2025-12-312026-01-29history
BR BROADRIDGE FINL SOLUTIONS IN2.4K shares0.00%2025-12-312026-01-29history
BAC BANK AMERICA CORP9.6K shares11.87%2025-12-312026-01-29history
TRV TRAVELERS COMPANIES INC1.8K shares13.34%2025-12-312026-01-29history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.9K shares2.33%2025-12-312026-01-29history
Sponsored
CALM CAL MAINE FOODS INC6.3K shares0.00%2025-12-312026-01-29history
AME AMETEK INC2.4K shares0.00%2025-12-312026-01-29history
ALPS ETF TR ALPS ETF TR10.4K shares0.00%2025-12-312026-01-29history
CG CARLYLE GROUP INC8.2K shares0.00%2025-12-312026-01-29history
ATEC ALPHATEC HLDGS INC22.9K shares53.79%2025-12-312026-01-29history
EXC EXELON CORP11.0K shares2.65%2025-12-312026-01-29history
XEL XCEL ENERGY INC6.4K shares2.97%2025-12-312026-01-29history
AFL AFLAC INC4.3K shares0.00%2025-12-312026-01-29history
Sponsored
PM PHILIP MORRIS INTL INC2.9K shares0.00%2025-12-312026-01-29history
RTX RTX CORPORATION2.5K shares34.31%2025-12-312026-01-29history
CMS CMS ENERGY CORP6.6K shares2.55%2025-12-312026-01-29history
ARCC ARES CAPITAL CORP22.6K shares-2.53%2025-12-312026-01-29history
ADX ADAMS DIVERSIFIED EQUITY FD19.4K sharesnew addition2025-12-312026-01-29history
FANG DIAMONDBACK ENERGY INC2.9K shares-3.98%2025-12-312026-01-29history
PEG PUBLIC SVC ENTERPRISE GRP IN5.1K shares3.67%2025-12-312026-01-29history
BSJU INVESCO EXCH TRD SLF IDX FD15.7K shares5.17%2025-12-312026-01-29history
Sponsored
EXPE EXPEDIA GROUP INC1.4K shares0.00%2025-12-312026-01-29history
VBK VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-29history
SYY SYSCO CORP5.4K shares0.63%2025-12-312026-01-29history
BLACKROCK INC BLACKROCK INC374 shares0.27%2025-12-312026-01-29history
SCZ ISHARES TR4.9K sharesnew addition2025-12-312026-01-29history
VIPER ENERGY INC VIPER ENERGY INC9.8K shares0.00%2025-12-312026-01-29history
FTI TECHNIPFMC PLC8.5K shares0.00%2025-12-312026-01-29history
GSIE GOLDMAN SACHS ETF TR8.8K sharesnew addition2025-12-312026-01-29history
Sponsored
IXN ISHARES TR3.6K sharesnew addition2025-12-312026-01-29history
AGG ISHARES TR3.7K shares5.74%2025-12-312026-01-29history
JHML JOHN HANCOCK EXCHANGE TRADED4.5K sharesnew addition2025-12-312026-01-29history
NOC NORTHROP GRUMMAN CORP635 shares0.00%2025-12-312026-01-29history
IBM INTERNATIONAL BUSINESS MACHS1.2K sharesnew addition2025-12-312026-01-29history
IDMO INVESCO EXCH TRADED FD TR II6.2K shares6.72%2025-12-312026-01-29history
AMD ADVANCED MICRO DEVICES INC1.6K sharesnew addition2025-12-312026-01-29history
IJR ISHARES TR2.8K shares-8.06%2025-12-312026-01-29history
Sponsored
BSCV INVESCO EXCH TRD SLF IDX FD20.4K shares0.00%2025-12-312026-01-29history
EXR EXTRA SPACE STORAGE INC2.6K shares-3.69%2025-12-312026-01-29history
RSPH INVESCO EXCHANGE TRADED FD T10.7K sharesnew addition2025-12-312026-01-29history
KLAC KLA CORP278 shares0.00%2025-12-312026-01-29history
HON HONEYWELL INTL INC1.7K shares0.00%2025-12-312026-01-29history
LHX L3HARRIS TECHNOLOGIES INC1.1K shares0.00%2025-12-312026-01-29history
NUE NUCOR CORP2.0K shares0.00%2025-12-312026-01-29history
IXJ ISHARES TR3.4K sharesnew addition2025-12-312026-01-29history
Sponsored
T AT&T INC13.0K sharesnew addition2025-12-312026-01-29history
DLR DIGITAL RLTY TR INC2.1K shares1.86%2025-12-312026-01-29history
HIG HARTFORD INSURANCE GROUP INC2.3K shares16.85%2025-12-312026-01-29history
AWK AMERICAN WTR WKS CO INC NEW2.4K shares-1.64%2025-12-312026-01-29history
CSX CSX CORP8.5K sharesnew addition2025-12-312026-01-29history
AEE AMEREN CORP3.0K shares3.54%2025-12-312026-01-29history
SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.2K shares0.69%2025-12-312026-01-29history
COHERENT CORP COHERENT CORP1.6K sharesnew addition2025-12-312026-01-29history
Sponsored
MUSA MURPHY USA INC745 shares0.00%2025-12-312026-01-29history
SCHW SCHWAB CHARLES CORP3.0K shares24.37%2025-12-312026-01-29history
AVB AVALONBAY CMNTYS INC1.6K shares-2.10%2025-12-312026-01-29history
TT TRANE TECHNOLOGIES PLC747 shares0.00%2025-12-312026-01-29history
VMI VALMONT INDS INC700 sharesnew addition2025-12-312026-01-29history
XLP SELECT SECTOR SPDR TR3.6K sharesnew addition2025-12-312026-01-29history
QCOM QUALCOMM INC1.6K shares32.98%2025-12-312026-01-29history
GWW WW GRAINGER INC272 shares0.00%2025-12-312026-01-29history
Sponsored
LFUS LITTELFUSE INC1.1K shares0.00%2025-12-312026-01-29history
EQIX EQUINIX INC356 shares-5.82%2025-12-312026-01-29history
SO SOUTHERN CO3.1K sharesnew addition2025-12-312026-01-29history
KIE SPDR SERIES TRUST4.5K shares0.00%2025-12-312026-01-29history
LII LENNOX INTL INC550 shares-41.80%2025-12-312026-01-29history
ORI OLD REP INTL CORP5.8K sharesnew addition2025-12-312026-01-29history
SCHX SCHWAB STRATEGIC TR9.8K shares0.00%2025-12-312026-01-29history
MOAT VANECK ETF TRUST2.5K sharesnew addition2025-12-312026-01-29history
Sponsored
MET METLIFE INC3.2K sharesnew addition2025-12-312026-01-29history
CITIGROUP INC CITIGROUP INC2.2K shares0.00%2025-12-312026-01-29history
RFG INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2025-12-312026-01-29history
CGW INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2025-12-312026-01-29history
IBMS ISHARES TR9.5K shares0.00%2025-12-312026-01-29history
IBMR ISHARES TR9.7K shares0.00%2025-12-312026-01-29history
ED CONSOLIDATED EDISON INC2.5K shares-3.68%2025-12-312026-01-29history
IBMQ ISHARES TR9.5K shares0.00%2025-12-312026-01-29history
Sponsored
EQR EQUITY RESIDENTIAL3.8K shares7.19%2025-12-312026-01-29history
THE CIGNA GROUP THE CIGNA GROUP875 shares0.00%2025-12-312026-01-29history
VOT VANGUARD INDEX FDS860 shares0.00%2025-12-312026-01-29history
QLD PROSHARES TR3.4K shares100.00%2025-12-312026-01-29history
ESS ESSEX PPTY TR INC913 shares5.06%2025-12-312026-01-29history
HUM HUMANA INC904 shares0.00%2025-12-312026-01-29history
ORLY OREILLY AUTOMOTIVE INC2.5K shares0.00%2025-12-312026-01-29history
NXPI NXP SEMICONDUCTORS N V1.0K sharesnew addition2025-12-312026-01-29history
Sponsored
IJT ISHARES TR1.6K shares0.00%2025-12-312026-01-29history
DTE DTE ENERGY CO1.7K shares4.56%2025-12-312026-01-29history
ADBE ADOBE INC641 sharesnew addition2025-12-312026-01-29history
IVE ISHARES TR1.1K shares0.00%2025-12-312026-01-29history
IBIT ISHARES BITCOIN TRUST ETF4.4K sharesnew addition2025-12-312026-01-29history
EG EVEREST GROUP LTD640 sharesnew addition2025-12-312026-01-29history
MMM 3M CO1.4K sharesnew addition2025-12-312026-01-29history
ITA ISHARES TR1.0K shares0.00%2025-12-312026-01-29history
Sponsored
AIG AMERICAN INTL GROUP INC2.5K sharesnew addition2025-12-312026-01-29history
UPRO PROSHARES TR1.8K shares0.00%2025-12-312026-01-29history
IRM IRON MTN INC DEL2.5K shares0.00%2025-12-312026-01-29history
DVY ISHARES TR1.5K shares0.00%2025-12-312026-01-29history
JCI JOHNSON CTLS INTL PLC1.7K sharesnew addition2025-12-312026-01-29history
VZ VERIZON COMMUNICATIONS INC4.9K sharesnew addition2025-12-312026-01-29history
NOBL PROSHARES TR1.9K sharesnew addition2025-12-312026-01-29history
TGT TARGET CORP2.0K sharesnew addition2025-12-312026-01-29history
Sponsored
HIO WESTERN ASSET HIGH INCOME OP49.3K sharesnew addition2025-12-312026-01-29history
CRGY CRESCENT ENERGY COMPANY15.3K sharesnew addition2025-12-312026-01-29history
UAMY UNITED STATES ANTIMONY CORP24.3K shares-3.95%2025-12-312026-01-29history
JPC NUVEEN PFD & INCOME OPPORTUN15.0K sharesnew addition2025-12-312026-01-29history

Call Option Holdings
NVDA Call CallNVIDIA CORPORATION200 shares0.00%2025-12-312026-01-29history

Put Option Holdings
No put option holdings data available