The Analysis of SHEETS SMITH WEALTH MANAGEMENT's Holdings
Currently, SHEETS SMITH WEALTH MANAGEMENT holds 393 types of securities in its portfolio with a total value $911.3M. In the most recent quarter, they have increased their positions in NOW (+17.8K shares, valued at $2.7M), PULS (+46.9K shares, valued at $2.3M), N/A (+3.5K shares, valued at $2.2M); decreased their positions in MPWR (-720 shares, valued at $652.6K), N/A (-3.2K shares, valued at $596.5K), AMGN (-1.6K shares, valued at $532.2K); initiated new positions in KALU (+5.5K shares, valued at $630.5K), RGLD (+2.3K shares, valued at $514.8K), JBND (+9.3K shares, valued at $504.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR55.9K shares-0.90%2025-12-312026-01-20
ALPHABET INC ALPHABET INC104.5K shares-0.73%2025-12-312026-01-20 KO COCA COLA CO330.8K shares0.08%2025-12-312026-01-20 AMZN AMAZON COM INC91.9K shares0.72%2025-12-312026-01-20 SCHX SCHWAB STRATEGIC TR705.1K shares5.77%2025-12-312026-01-20 V VISA INC52.1K shares-1.88%2025-12-312026-01-20 LLY ELI LILLY & CO15.0K shares4.01%2025-12-312026-01-20 NVDA NVIDIA CORPORATION77.6K shares2.17%2025-12-312026-01-20 SPYM SPDR SERIES TRUST178.6K shares-1.34%2025-12-312026-01-20 AAPL APPLE INC51.2K shares8.09%2025-12-312026-01-20 TSCO TRACTOR SUPPLY CO234.2K shares-1.86%2025-12-312026-01-20 TJX TJX COS INC NEW75.4K shares-3.21%2025-12-312026-01-20 ECL ECOLAB INC42.8K shares-2.01%2025-12-312026-01-20 ULTA ULTA BEAUTY INC18.0K shares-2.41%2025-12-312026-01-20 SUB ISHARES TR100.9K shares0.57%2025-12-312026-01-20 INTU INTUIT15.8K shares-0.16%2025-12-312026-01-20 IQV IQVIA HLDGS INC45.6K shares-3.76%2025-12-312026-01-20 CPRT COPART INC254.9K shares-2.02%2025-12-312026-01-20 SPIB SPDR SERIES TRUST286.4K shares2.03%2025-12-312026-01-20 PULS PGIM ETF TR180.8K shares35.05%2025-12-312026-01-20 XOM EXXON MOBIL CORP70.5K shares-1.55%2025-12-312026-01-20 JEPQ J P MORGAN EXCHANGE TRADED F136.8K shares14.98%2025-12-312026-01-20 MSFT MICROSOFT CORP15.9K shares2.89%2025-12-312026-01-20 IJH ISHARES TR110.9K shares3.36%2025-12-312026-01-20 SCHB SCHWAB STRATEGIC TR277.2K shares-0.58%2025-12-312026-01-20 PEP PEPSICO INC50.4K shares-3.72%2025-12-312026-01-20 DGRO ISHARES TR103.1K shares15.10%2025-12-312026-01-20 PSA PUBLIC STORAGE OPER CO26.8K shares-1.82%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.21.1K shares-4.17%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR245.7K shares-3.34%2025-12-312026-01-20 EPD ENTERPRISE PRODS PARTNERS L202.0K shares-2.88%2025-12-312026-01-20 SPDW SPDR INDEX SHS FDS143.2K shares0.79%2025-12-312026-01-20 ITOT ISHARES TR42.4K shares-0.44%2025-12-312026-01-20 SPG SIMON PPTY GROUP INC NEW32.9K shares2.17%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC72.2K shares0.19%2025-12-312026-01-20 AMGN AMGEN INC17.7K shares-8.43%2025-12-312026-01-20 WPC WP CAREY INC83.4K shares-2.44%2025-12-312026-01-20 GWW WW GRAINGER INC5.2K shares-4.71%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS23.4K shares-0.65%2025-12-312026-01-20 CENCORA INC CENCORA INC14.4K shares-0.53%2025-12-312026-01-20 ALPHABET INC ALPHABET INC15.6K shares-3.09%2025-12-312026-01-20 COHERENT CORP COHERENT CORP25.0K shares-11.45%2025-12-312026-01-20 IJR ISHARES TR38.0K shares0.94%2025-12-312026-01-20 HD HOME DEPOT INC12.7K shares0.63%2025-12-312026-01-20 MTZ MASTEC INC19.7K shares-0.61%2025-12-312026-01-20 VO VANGUARD INDEX FDS14.8K shares1.81%2025-12-312026-01-20 GLD SPDR GOLD TR10.4K shares0.00%2025-12-312026-01-20 NKE NIKE INC64.4K shares-5.83%2025-12-312026-01-20 EFA ISHARES TR40.3K shares-2.31%2025-12-312026-01-20 OUSM ALPS ETF TR88.1K shares-4.81%2025-12-312026-01-20 CNI CANADIAN NATL RY CO38.6K shares0.00%2025-12-312026-01-20 IGM ISHARES TR29.2K shares-5.31%2025-12-312026-01-20 SPTM SPDR SERIES TRUST45.4K shares1.68%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR154.4K shares7.89%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW4.2K shares-5.53%2025-12-312026-01-20 VTV VANGUARD INDEX FDS18.6K shares-0.16%2025-12-312026-01-20 OEF ISHARES TR10.3K shares-0.49%2025-12-312026-01-20 VV VANGUARD INDEX FDS11.0K shares0.23%2025-12-312026-01-20 NOW SERVICENOW INC22.4K shares387.49%2025-12-312026-01-20 ABBV ABBVIE INC14.8K shares-0.82%2025-12-312026-01-20 IYR ISHARES TR36.0K shares0.00%2025-12-312026-01-20 FNB F N B CORP191.3K shares0.05%2025-12-312026-01-20 OUNZ VANECK MERK GOLD ETF78.8K shares-6.13%2025-12-312026-01-20 VCIT VANGUARD SCOTTSDALE FDS35.8K shares2.34%2025-12-312026-01-20 SNPE DBX ETF TR47.6K shares-2.46%2025-12-312026-01-20 VIS VANGUARD WORLD FD9.9K shares-0.25%2025-12-312026-01-20 FDVV FIDELITY COVINGTON TRUST50.8K shares5.72%2025-12-312026-01-20 OTIS OTIS WORLDWIDE CORP32.8K shares-5.75%2025-12-312026-01-20 SCHO SCHWAB STRATEGIC TR116.3K shares-11.40%2025-12-312026-01-20 JPST J P MORGAN EXCHANGE TRADED F53.3K shares8.23%2025-12-312026-01-20 TMUS T-MOBILE US INC13.2K shares-8.26%2025-12-312026-01-20 PAYX PAYCHEX INC22.7K shares-4.10%2025-12-312026-01-20 WSM WILLIAMS SONOMA INC14.2K shares0.01%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR3.7K shares-5.52%2025-12-312026-01-20 ETFS GOLD TR ETFS GOLD TR57.3K shares-3.08%2025-12-312026-01-20 JEPI J P MORGAN EXCHANGE TRADED F41.0K shares-0.98%2025-12-312026-01-20 ICSH ISHARES TR45.1K shares0.45%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC10.6K shares-8.86%2025-12-312026-01-20 ITA ISHARES TR10.4K shares0.00%2025-12-312026-01-20 DORM DORMAN PRODS INC17.8K shares-0.73%2025-12-312026-01-20 JPIE J P MORGAN EXCHANGE TRADED F46.9K shares20.14%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON10.5K shares-0.58%2025-12-312026-01-20 TPR TAPESTRY INC16.9K shares0.01%2025-12-312026-01-20 PFFA ETFIS SER TR I99.8K shares6.14%2025-12-312026-01-20 TECB ISHARES TR35.3K shares-1.12%2025-12-312026-01-20 LOW LOWES COS INC8.9K shares-0.02%2025-12-312026-01-20 RBC RBC BEARINGS INC4.7K shares-6.63%2025-12-312026-01-20 SCHM SCHWAB STRATEGIC TR69.3K shares0.72%2025-12-312026-01-20 BILS SPDR SERIES TRUST20.8K shares26.00%2025-12-312026-01-20 VCSH VANGUARD SCOTTSDALE FDS25.9K shares-18.61%2025-12-312026-01-20 LVHI LEGG MASON ETF INVT55.8K shares1.22%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC11.5K shares1.16%2025-12-312026-01-20 ISTB ISHARES TR40.3K shares43.90%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC3.3K shares-7.40%2025-12-312026-01-20 HON HONEYWELL INTL INC9.9K shares-0.03%2025-12-312026-01-20 SPHY SPDR SERIES TRUST81.0K shares4.41%2025-12-312026-01-20 WMT WALMART INC17.0K shares2.14%2025-12-312026-01-20 SIVR ABRDN SILVER ETF TRUST27.4K shares-2.76%2025-12-312026-01-20 MBB ISHARES TR19.4K shares-0.56%2025-12-312026-01-20 PHEQ MORGAN STANLEY ETF TRUST55.7K shares0.93%2025-12-312026-01-20 IWF ISHARES TR3.8K shares0.00%2025-12-312026-01-20 OKE ONEOK INC NEW23.5K shares3.77%2025-12-312026-01-20 MEDP MEDPACE HLDGS INC3.0K shares-0.10%2025-12-312026-01-20 MYRG MYR GROUP INC DEL7.8K shares0.10%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC5.0K shares1.55%2025-12-312026-01-20 IGSB ISHARES TR31.2K shares-6.86%2025-12-312026-01-20 GDX VANECK ETF TRUST19.3K shares-7.74%2025-12-312026-01-20 BAC BANK AMERICA CORP29.7K shares-1.66%2025-12-312026-01-20 FNDX SCHWAB STRATEGIC TR59.1K shares3.86%2025-12-312026-01-20 APP APPLOVIN CORP2.4K shares0.46%2025-12-312026-01-20 IHDG WISDOMTREE TR33.0K shares-0.59%2025-12-312026-01-20 SPHQ INVESCO EXCHANGE TRADED FD T20.8K shares2.08%2025-12-312026-01-20 IXN ISHARES TR14.8K shares-0.40%2025-12-312026-01-20 IEFA ISHARES TR17.0K shares38.86%2025-12-312026-01-20 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-20 ADI ANALOG DEVICES INC5.5K shares-3.02%2025-12-312026-01-20 SYLD CAMBRIA ETF TR21.0K shares-4.07%2025-12-312026-01-20 FCBC FIRST CMNTY BANKSHARES INC V43.2K shares0.00%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP14.4K shares-5.95%2025-12-312026-01-20 GTLS CHART INDS INC7.0K shares-25.96%2025-12-312026-01-20 ALLW SSGA ACTIVE TR51.3K shares13.72%2025-12-312026-01-20 NFLX NETFLIX INC14.9K shares675.16%2025-12-312026-01-20 AIT APPLIED INDL TECHNOLOGIES IN5.5K shares0.33%2025-12-312026-01-20 IRT INDEPENDENCE RLTY TR INC80.0K shares-3.61%2025-12-312026-01-20 VHT VANGUARD WORLD FD4.8K shares0.31%2025-12-312026-01-20 NGD NEW GOLD INC CDA158.6K shares0.25%2025-12-312026-01-20 SEIX VIRTUS ETF TR II59.1K shares1.15%2025-12-312026-01-20 AEIS ADVANCED ENERGY INDS6.5K shares-14.32%2025-12-312026-01-20 MA MASTERCARD INCORPORATED2.4K shares-26.46%2025-12-312026-01-20 CVS CVS HEALTH CORP17.1K shares0.49%2025-12-312026-01-20 PFXF VANECK ETF TRUST76.5K shares-1.73%2025-12-312026-01-20 HWM HOWMET AEROSPACE INC6.5K shares-0.06%2025-12-312026-01-20 SPYI NEOS ETF TRUST25.3K shares9.94%2025-12-312026-01-20 SCHA SCHWAB STRATEGIC TR46.5K shares6.81%2025-12-312026-01-20 BALI BLACKROCK ETF TRUST41.6K shares-1.32%2025-12-312026-01-20 CVCO CAVCO INDS INC DEL2.2K shares-0.67%2025-12-312026-01-20 BROADCOM INC BROADCOM INC3.8K shares5.62%2025-12-312026-01-20 PAAS PAN AMERN SILVER CORP24.7K shares-0.08%2025-12-312026-01-20 VTI VANGUARD INDEX FDS3.8K shares21.95%2025-12-312026-01-20 IBRX IMMUNITYBIO INC632.0K shares-0.17%2025-12-312026-01-20 CSX CSX CORP33.6K shares0.23%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE4.0K shares25.01%2025-12-312026-01-20 DGRW WISDOMTREE TR13.4K shares-1.18%2025-12-312026-01-20 DY DYCOM INDS INC3.5K shares0.00%2025-12-312026-01-20 GGG GRACO INC14.3K shares0.00%2025-12-312026-01-20 AGG ISHARES TR11.7K shares4.99%2025-12-312026-01-20 HYGH ISHARES U S ETF TR13.5K shares5.46%2025-12-312026-01-20 BIV VANGUARD BD INDEX FDS14.9K shares-4.45%2025-12-312026-01-20 VTIP VANGUARD MALVERN FDS23.3K shares13.41%2025-12-312026-01-20 SO SOUTHERN CO13.0K shares-0.88%2025-12-312026-01-20 CEFS EXCHANGE LISTED FDS TR48.5K shares6.87%2025-12-312026-01-20 CYBR CYBERARK SOFTWARE LTD2.5K shares-20.60%2025-12-312026-01-20 VEU VANGUARD INTL EQUITY INDEX F15.1K shares-0.33%2025-12-312026-01-20 QUS SPDR SERIES TRUST6.3K shares-16.11%2025-12-312026-01-20 KEYS KEYSIGHT TECHNOLOGIES INC5.4K shares0.20%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR10.7K shares-28.04%2025-12-312026-01-20 RTX RTX CORPORATION5.9K shares1.24%2025-12-312026-01-20 ACWI ISHARES TR7.5K shares4.48%2025-12-312026-01-20 SYK STRYKER CORPORATION3.0K shares5.05%2025-12-312026-01-20 GEV GE VERNOVA INC1.6K shares1.83%2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC5.7K shares5.12%2025-12-312026-01-20 ENSG ENSIGN GROUP INC6.0K shares0.51%2025-12-312026-01-20 MCD MCDONALDS CORP3.4K shares-1.31%2025-12-312026-01-20 CSCO CISCO SYS INC13.3K shares-13.03%2025-12-312026-01-20 BCS BARCLAYS PLC39.6K shares0.19%2025-12-312026-01-20 UNP UNION PAC CORP4.3K shares-0.12%2025-12-312026-01-20 REGN REGENERON PHARMACEUTICALS1.3K shares-1.52%2025-12-312026-01-20 CVX CHEVRON CORP NEW6.5K shares14.01%2025-12-312026-01-20 DVY ISHARES TR7.0K shares-2.30%2025-12-312026-01-20 PFRL PGIM ETF TR19.6K shares3.51%2025-12-312026-01-20 FENY FIDELITY COVINGTON TRUST39.2K shares-2.31%2025-12-312026-01-20 SPEM SPDR INDEX SHS FDS20.3K shares0.68%2025-12-312026-01-20 ARMN ARIS MNG CORP58.0K shares0.50%2025-12-312026-01-20 TSM TAIWAN SEMICONDUCTOR MFG LTD3.1K shares0.00%2025-12-312026-01-20 CALF PACER FDS TR20.9K shares-12.55%2025-12-312026-01-20 RSPR INVESCO EXCHANGE TRADED FD T26.9K shares14.73%2025-12-312026-01-20 ANGL VANECK ETF TRUST30.6K shares-1.27%2025-12-312026-01-20 TFC TRUIST FINL CORP18.1K shares0.16%2025-12-312026-01-20 GILD GILEAD SCIENCES INC7.2K shares1.74%2025-12-312026-01-20 CRS CARPENTER TECHNOLOGY CORP2.8K shares-0.53%2025-12-312026-01-20 GLDM WORLD GOLD TR10.3K shares-7.84%2025-12-312026-01-20 PAAA PGIM ETF TR17.1K shares22.19%2025-12-312026-01-20 ROADZEN INC ROADZEN INC360.0K shares0.00%2025-12-312026-01-20 SNEX STONEX GROUP INC9.1K shares0.00%2025-12-312026-01-20 SAIA SAIA INC2.6K shares0.08%2025-12-312026-01-20 SFST SOUTHERN FIRST BANCSHARES16.3K shares0.00%2025-12-312026-01-20 CL COLGATE PALMOLIVE CO10.6K shares0.44%2025-12-312026-01-20 FLQM FRANKLIN TEMPLETON ETF TR14.9K shares4.31%2025-12-312026-01-20 OPCH OPTION CARE HEALTH INC26.2K shares1.26%2025-12-312026-01-20 HYBL SSGA ACTIVE TR29.2K shares2.15%2025-12-312026-01-20 USFR WISDOMTREE TR16.5K shares0.97%2025-12-312026-01-20 TSLA TESLA INC1.8K shares11.23%2025-12-312026-01-20 ADUS ADDUS HOMECARE CORP7.5K shares0.00%2025-12-312026-01-20 WFC WELLS FARGO CO NEW8.7K shares2.42%2025-12-312026-01-20 PIM PUTNAM MASTER INTER INCOME T241.2K shares0.00%2025-12-312026-01-20 MGC VANGUARD WORLD FD3.2K shares0.00%2025-12-312026-01-20 CAH CARDINAL HEALTH INC3.9K shares-3.87%2025-12-312026-01-20 CADENCE BANK CADENCE BANK18.4K shares0.14%2025-12-312026-01-20 DRI DARDEN RESTAURANTS INC4.3K shares13.22%2025-12-312026-01-20 HQY HEALTHEQUITY INC8.5K shares0.00%2025-12-312026-01-20 SPSB SPDR SERIES TRUST25.7K shares1.19%2025-12-312026-01-20 AGI ALAMOS GOLD INC NEW20.1K shares1.30%2025-12-312026-01-20 LGLV SPDR SERIES TRUST4.4K shares-4.05%2025-12-312026-01-20 FCFS FIRSTCASH HOLDINGS INC4.8K shares0.37%2025-12-312026-01-20 DIA SPDR DOW JONES INDL AVERAGE1.6K shares0.00%2025-12-312026-01-20 VDE VANGUARD WORLD FD6.0K shares-4.71%2025-12-312026-01-20 EMXC ISHARES INC10.3K shares123.39%2025-12-312026-01-20 DDWM WISDOMTREE TR17.1K shares10.69%2025-12-312026-01-20 FTI TECHNIPFMC PLC16.7K shares66.12%2025-12-312026-01-20 MUB ISHARES TR6.9K shares-11.69%2025-12-312026-01-20 GRAL GRAIL INC8.6K shares-1.10%2025-12-312026-01-20 MEC MAYVILLE ENGR CO INC39.0K shares0.00%2025-12-312026-01-20 GIS GENERAL MLS INC15.6K shares-30.63%2025-12-312026-01-20 OSW ONESPAWORLD HOLDINGS LIMITED34.8K shares0.00%2025-12-312026-01-20 APEI AMERICAN PUB ED INC18.8K shares0.00%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO4.9K shares23.09%2025-12-312026-01-20 PSC PRINCIPAL EXCHANGE TRADED FD11.9K shares4.55%2025-12-312026-01-20 ROAD CONSTRUCTION PARTNERS INC6.3K shares-0.05%2025-12-312026-01-20 KAI KADANT INC2.4K shares0.04%2025-12-312026-01-20 VCLT VANGUARD SCOTTSDALE FDS9.0K shares7.11%2025-12-312026-01-20 ENB ENBRIDGE INC14.2K shares-5.02%2025-12-312026-01-20 FSM FORTUNA MNG CORP69.0K shares-0.06%2025-12-312026-01-20 EXLS EXLSERVICE HOLDINGS INC15.6K shares0.65%2025-12-312026-01-20 HGER HARBOR ETF TRUST26.5K shares156.69%2025-12-312026-01-20 WAT WATERS CORP1.7K shares0.00%2025-12-312026-01-20 CCJ CAMECO CORP7.2K shares-39.68%2025-12-312026-01-20 XMLV INVESCO EXCH TRADED FD TR II10.4K shares-3.75%2025-12-312026-01-20 BANC BANC OF CALIFORNIA INC33.3K shares0.00%2025-12-312026-01-20 NSC NORFOLK SOUTHN CORP2.2K shares0.18%2025-12-312026-01-20 ORLY OREILLY AUTOMOTIVE INC7.0K shares0.46%2025-12-312026-01-20 KALU KAISER ALUMINUM CORP5.5K sharesnew addition2025-12-312026-01-20 AIR AAR CORP7.5K shares0.00%2025-12-312026-01-20 IBEX IBEX LTD16.3K shares-0.63%2025-12-312026-01-20 NEE NEXTERA ENERGY INC7.7K shares1.29%2025-12-312026-01-20 LQD ISHARES TR5.4K shares-3.10%2025-12-312026-01-20 ITM VANECK ETF TRUST12.6K shares0.00%2025-12-312026-01-20 ERO ERO COPPER CORP20.9K shares1.17%2025-12-312026-01-20 AZO AUTOZONE INC174 shares0.00%2025-12-312026-01-20 OLLI OLLIES BARGAIN OUTLET HLDGS5.4K shares0.00%2025-12-312026-01-20 PLMR PALOMAR HLDGS INC4.3K shares0.00%2025-12-312026-01-20 SPIP SPDR SERIES TRUST22.5K shares0.00%2025-12-312026-01-20 PNFP PINNACLE FINL PARTNERS INC6.1K shares0.03%2025-12-312026-01-20 EXP EAGLE MATLS INC2.8K shares0.00%2025-12-312026-01-20 DBEF DBX ETF TR12.0K shares2.39%2025-12-312026-01-20 CENX CENTURY ALUM CO14.7K shares56.78%2025-12-312026-01-20 BND VANGUARD BD INDEX FDS7.7K shares42.05%2025-12-312026-01-20 EEFT EURONET WORLDWIDE INC7.5K shares-15.89%2025-12-312026-01-20 XNTK SPDR SERIES TRUST2.0K shares9.32%2025-12-312026-01-20 ULS UL SOLUTIONS INC6.9K shares47.99%2025-12-312026-01-20 EMLP FIRST TR EXCHANGE-TRADED FD14.3K shares0.46%2025-12-312026-01-20 SHYG ISHARES TR12.4K shares-5.51%2025-12-312026-01-20 RGLD ROYAL GOLD INC2.3K sharesnew addition2025-12-312026-01-20 SPMO INVESCO EXCH TRADED FD TR II4.3K shares-1.97%2025-12-312026-01-20 JBND J P MORGAN EXCHANGE TRADED F9.3K sharesnew addition2025-12-312026-01-20 TKR TIMKEN CO5.9K shares0.05%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC12.2K shares-6.98%2025-12-312026-01-20 STEL STELLAR BANCORP INC16.1K shares0.09%2025-12-312026-01-20 IRM IRON MTN INC DEL6.0K shares1.32%2025-12-312026-01-20 ATI ATI INC4.3K sharesnew addition2025-12-312026-01-20 RY ROYAL BK CDA2.9K shares0.00%2025-12-312026-01-20 CWST CASELLA WASTE SYS INC5.0K shares4.58%2025-12-312026-01-20 DBJP DBX ETF TR5.1K shares8.64%2025-12-312026-01-20 CLOI VANECK ETF TRUST9.2K shares103.89%2025-12-312026-01-20 MP MP MATERIALS CORP9.5K sharesnew addition2025-12-312026-01-20 RNST RENASANT CORP13.6K shares0.00%2025-12-312026-01-20 SCHE SCHWAB STRATEGIC TR14.5K shares-2.22%2025-12-312026-01-20 EFG ISHARES TR4.2K shares-2.51%2025-12-312026-01-20 AMAT APPLIED MATLS INC1.8K shares1.62%2025-12-312026-01-20 IFS INTERCORP FINL SVCS INC10.8K shares0.00%2025-12-312026-01-20 CFG CITIZENS FINL GROUP INC7.7K sharesnew addition2025-12-312026-01-20 HYBB ISHARES TR9.5K shares0.00%2025-12-312026-01-20 SBUX STARBUCKS CORP5.3K shares-1.91%2025-12-312026-01-20 XMTR XOMETRY INC7.5K shares0.00%2025-12-312026-01-20 KMI KINDER MORGAN INC DEL16.0K shares1.56%2025-12-312026-01-20 VGT VANGUARD WORLD FD581 shares-6.74%2025-12-312026-01-20 NU NU HLDGS LTD26.0K shares0.00%2025-12-312026-01-20 VIK VIKING HOLDINGS LTD6.1K sharesnew addition2025-12-312026-01-20 ODD ODDITY TECH LTD10.8K shares-23.73%2025-12-312026-01-20 MSGS MADISON SQUARE GRDN SPRT COR1.7K shares0.00%2025-12-312026-01-20 ODC OIL DRI CORP AMER8.7K shares64.01%2025-12-312026-01-20 MU MICRON TECHNOLOGY INC1.5K sharesnew addition2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP873 shares2.22%2025-12-312026-01-20 EBC EASTERN BANKSHARES INC22.9K shares0.00%2025-12-312026-01-20 AVXL ANAVEX LIFE SCIENCES CORP117.7K sharesnew addition2025-12-312026-01-20 LH LABCORP HOLDINGS INC1.6K shares0.31%2025-12-312026-01-20 HSY HERSHEY CO2.3K shares-6.95%2025-12-312026-01-20 PGR PROGRESSIVE CORP1.8K shares-54.30%2025-12-312026-01-20 AORT ARTIVION INC8.9K sharesnew addition2025-12-312026-01-20 META META PLATFORMS INC614 shares36.14%2025-12-312026-01-20 AHR AMERICAN HEALTHCARE REIT INC8.5K shares30.95%2025-12-312026-01-20 ABT ABBOTT LABS3.2K shares3.93%2025-12-312026-01-20 SPIN SSGA ACTIVE TR12.3K shares12.55%2025-12-312026-01-20 OHI OMEGA HEALTHCARE INVS INC8.9K shares0.52%2025-12-312026-01-20 VIAV VIAVI SOLUTIONS INC21.8K shares0.00%2025-12-312026-01-20 INCY INCYTE CORP3.9K sharesnew addition2025-12-312026-01-20 GLW CORNING INC4.4K shares0.23%2025-12-312026-01-20 OKLO OKLO INC5.3K shares0.68%2025-12-312026-01-20 VTHR VANGUARD SCOTTSDALE FDS1.3K sharesnew addition2025-12-312026-01-20 CRM SALESFORCE INC1.4K shares0.85%2025-12-312026-01-20 WCC WESCO INTL INC1.5K shares0.00%2025-12-312026-01-20 CASH PATHWARD FINANCIAL INC5.3K shares49.63%2025-12-312026-01-20 PFE PFIZER INC14.8K shares-22.11%2025-12-312026-01-20 NLR VANECK ETF TRUST3.0K sharesnew addition2025-12-312026-01-20 IFRA ISHARES TR7.0K shares-9.84%2025-12-312026-01-20 QXO QXO INC18.7K shares0.13%2025-12-312026-01-20 IUSV ISHARES TR3.5K shares0.20%2025-12-312026-01-20 AMG AFFILIATED MANAGERS GROUP IN1.2K shares0.00%2025-12-312026-01-20 VB VANGUARD INDEX FDS1.4K shares0.74%2025-12-312026-01-20 DIS DISNEY WALT CO3.1K shares-18.89%2025-12-312026-01-20 LC LENDINGCLUB CORP18.3K shares0.00%2025-12-312026-01-20 XLV SELECT SECTOR SPDR TR2.2K shares-1.07%2025-12-312026-01-20 NVS NOVARTIS AG2.5K shares0.00%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO909 shares-1.41%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC379 shares4.99%2025-12-312026-01-20 COHU COHU INC14.2K shares-1.08%2025-12-312026-01-20 CALM CAL MAINE FOODS INC4.1K sharesnew addition2025-12-312026-01-20 D DOMINION ENERGY INC5.5K shares11.93%2025-12-312026-01-20 IGIB ISHARES TR6.0K shares1.69%2025-12-312026-01-20 GPIX GOLDMAN SACHS ETF TR6.0K shares38.78%2025-12-312026-01-20 FTNT FORTINET INC4.0K shares1.21%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST9.7K shares0.00%2025-12-312026-01-20 XEL XCEL ENERGY INC4.3K shares-15.24%2025-12-312026-01-20 DLN WISDOMTREE TR3.6K shares0.06%2025-12-312026-01-20 ALB ALBEMARLE CORP2.2K sharesnew addition2025-12-312026-01-20 IDXX IDEXX LABS INC461 shares1.32%2025-12-312026-01-20 ORCL ORACLE CORP1.6K shares11.35%2025-12-312026-01-20 ASIX ADVANSIX INC17.9K shares3.83%2025-12-312026-01-20 ZTS ZOETIS INC2.4K shares42.29%2025-12-312026-01-20 COP CONOCOPHILLIPS3.3K shares2.90%2025-12-312026-01-20 CHY CALAMOS CONV & HIGH INCOME F26.7K shares2.30%2025-12-312026-01-20 MSM MSC INDL DIRECT INC3.5K shares0.14%2025-12-312026-01-20 NJR NEW JERSEY RES CORP6.3K shares0.00%2025-12-312026-01-20 IXUS ISHARES TR3.4K shares0.00%2025-12-312026-01-20 QQQM INVESCO EXCH TRADED FD TR II1.1K shares5.03%2025-12-312026-01-20 GRC GORMAN RUPP CO5.9K sharesnew addition2025-12-312026-01-20 VNQ VANGUARD INDEX FDS3.2K shares5.07%2025-12-312026-01-20 AMT AMERICAN TOWER CORP NEW1.6K shares-1.55%2025-12-312026-01-20 PYPL PAYPAL HLDGS INC4.8K shares-5.22%2025-12-312026-01-20 SLYV SPDR SERIES TRUST3.0K shares-0.03%2025-12-312026-01-20 BMY BRISTOL-MYERS SQUIBB CO5.1K shares11.23%2025-12-312026-01-20 PAYO PAYONEER GLOBAL INC48.7K sharesnew addition2025-12-312026-01-20 MPWR MONOLITHIC PWR SYS INC301 shares-70.52%2025-12-312026-01-20 DE DEERE & CO583 shares0.00%2025-12-312026-01-20 BCD ABRDN ETFS8.8K shares0.00%2025-12-312026-01-20 IESC IES HLDGS INC695 sharesnew addition2025-12-312026-01-20 QDF FLEXSHARES TR3.3K shares-2.94%2025-12-312026-01-20 MAR MARRIOTT INTL INC NEW845 shares1.44%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC1.6K shares-8.46%2025-12-312026-01-20 VDC VANGUARD WORLD FD1.2K shares0.00%2025-12-312026-01-20 PRU PRUDENTIAL FINL INC2.2K shares0.14%2025-12-312026-01-20 VRIG INVESCO ACTIVELY MANAGED EXC9.7K shares0.78%2025-12-312026-01-20 WWW WOLVERINE WORLD WIDE INC13.2K shares-0.05%2025-12-312026-01-20 FTSM FIRST TR EXCHANGE-TRADED FD4.0K shares0.00%2025-12-312026-01-20 ITW ILLINOIS TOOL WKS INC934 shares2.86%2025-12-312026-01-20 UTF COHEN & STEERS INFRASTRUCTUR9.4K sharesnew addition2025-12-312026-01-20 PRVA PRIVIA HEALTH GROUP INC9.5K shares-52.22%2025-12-312026-01-20 DFAC DIMENSIONAL ETF TRUST5.6K shares0.23%2025-12-312026-01-20 VFH VANGUARD WORLD FD1.7K shares0.18%2025-12-312026-01-20 IEX IDEX CORP1.2K sharesnew addition2025-12-312026-01-20 PAVE GLOBAL X FDS4.5K sharesnew addition2025-12-312026-01-20 XSVM INVESCO EXCHANGE TRADED FD T3.7K shares0.00%2025-12-312026-01-20 TXN TEXAS INSTRS INC1.2K shares2.94%2025-12-312026-01-20 FLTR VANECK ETF TRUST8.1K shares1.65%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS695 sharesnew addition2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR6.2K shares-1.56%2025-12-312026-01-20 JFR NUVEEN FLOATING RATE INCOME26.0K shares-27.77%2025-12-312026-01-20 EXR EXTRA SPACE STORAGE INC1.5K shares0.32%2025-12-312026-01-20 BDN BRANDYWINE RLTY TR65.1K shares15.81%2025-12-312026-01-20 AUR AURORA INNOVATION INC49.2K shares-2.83%2025-12-312026-01-20 NEA NUVEEN AMT FREE QLTY MUN INC10.5K sharesnew addition2025-12-312026-01-20 NAK NORTHERN DYNASTY MINERALS LT10.0K shares0.00%2025-12-312026-01-20 BTBT BIT DIGITAL INC10.0K shares0.00%2025-12-312026-01-20 DFSCW KWESST MICRO SYSTEMS INC35.0K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available