The Analysis of Simplicity Wealth,LLC's Holdings
Currently, Simplicity Wealth,LLC holds 709 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in BIL (+65.5K shares, valued at $6.0M), SCHX (+215.2K shares, valued at $5.7M), TLT (+61.4K shares, valued at $5.5M); decreased their positions in AVUS (-682.6K shares, valued at $74.2M), AVIG (-1.1M shares, valued at $46.2M), AVSF (-664.2K shares, valued at $31.4M); initiated new positions in SCHX (+215.2K shares, valued at $5.7M), DFGX (+79.1K shares, valued at $4.3M), DFSU (+95.4K shares, valued at $4.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR676.4K shares-50.23%2025-09-302025-10-30
VOO VANGUARD INDEX FDS101.8K shares-15.78%2025-09-302025-10-30
IVV ISHARES TR90.0K shares-13.04%2025-09-302025-10-30
AVIG AMERICAN CENTY ETF TR1.1M shares-50.09%2025-09-302025-10-30
NVDA NVIDIA CORPORATION221.0K shares-31.05%2025-09-302025-10-30
AVDE AMERICAN CENTY ETF TR484.8K shares-41.01%2025-09-302025-10-30
AVSF AMERICAN CENTY ETF TR635.1K shares-51.12%2025-09-302025-10-30
MSFT MICROSOFT CORP55.3K shares-38.24%2025-09-302025-10-30
AAPL APPLE INC110.9K shares-30.92%2025-09-302025-10-30
AVLC AMERICAN CENTY ETF TR356.2K shares-50.33%2025-09-302025-10-30
SPYM SPDR SERIES TRUST309.2K shares-31.06%2025-09-302025-10-30
IEMG ISHARES INC324.7K shares-18.78%2025-09-302025-10-30
TLT ISHARES TR223.2K shares37.96%2025-09-302025-10-30
DFAC DIMENSIONAL ETF TRUST476.8K shares-44.00%2025-09-302025-10-30
AMZN AMAZON COM INC78.9K shares-22.10%2025-09-302025-10-30
AVEM AMERICAN CENTY ETF TR220.3K shares-46.47%2025-09-302025-10-30
META META PLATFORMS INC22.3K shares-19.48%2025-09-302025-10-30
IUSB ISHARES TR341.6K shares-45.95%2025-09-302025-10-30
IWY ISHARES TR54.9K shares-51.54%2025-09-302025-10-30
TSLA TESLA INC28.9K shares-21.22%2025-09-302025-10-30
SMMD ISHARES TR169.6K shares-0.89%2025-09-302025-10-30
AVUV AMERICAN CENTY ETF TR125.5K shares-49.88%2025-09-302025-10-30
AVSC AMERICAN CENTY ETF TR208.1K shares-50.57%2025-09-302025-10-30
INSG INSEEGO CORP761.5K shares0.00%2025-09-302025-10-30
JPM JPMORGAN CHASE & CO.34.7K shares-34.02%2025-09-302025-10-30
ORCL ORACLE CORP38.2K shares-22.51%2025-09-302025-10-30
SPDW SPDR INDEX SHS FDS247.1K shares-30.57%2025-09-302025-10-30
GOOGL ALPHABET INC43.3K shares-13.16%2025-09-302025-10-30
IWF ISHARES TR21.4K shares-28.29%2025-09-302025-10-30
EFV ISHARES TR146.7K shares-53.69%2025-09-302025-10-30
AVGO BROADCOM INC30.1K shares-32.08%2025-09-302025-10-30
JHML JOHN HANCOCK EXCHANGE TRADED126.3K shares-30.83%2025-09-302025-10-30
SCHG SCHWAB STRATEGIC TR301.2K shares-35.36%2025-09-302025-10-30
MUB ISHARES TR89.8K shares-47.61%2025-09-302025-10-30
SPAB SPDR SERIES TRUST366.7K shares-41.50%2025-09-302025-10-30
COST COSTCO WHSL CORP NEW9.4K shares-46.34%2025-09-302025-10-30
IDEV ISHARES TR108.2K shares-11.42%2025-09-302025-10-30
FTSM FIRST TR EXCHANGE-TRADED FD144.1K shares-49.97%2025-09-302025-10-30
IWX ISHARES TR94.0K shares-48.81%2025-09-302025-10-30
QFLR INNOVATOR ETFS TRUST244.4K shares-43.31%2025-09-302025-10-30
BIL SPDR SERIES TRUST87.2K shares301.96%2025-09-302025-10-30
BUFD FIRST TR EXCHNG TRADED FD VI287.0K shares41.53%2025-09-302025-10-30
PG PROCTER AND GAMBLE CO50.6K shares-51.23%2025-09-302025-10-30
GOOG ALPHABET INC31.8K shares-33.89%2025-09-302025-10-30
V VISA INC22.0K shares-40.08%2025-09-302025-10-30
VYM VANGUARD WHITEHALL FDS52.3K shares-29.30%2025-09-302025-10-30
WLTG ETF OPPORTUNITIES TRUST204.9K shares-7.88%2025-09-302025-10-30
IVW ISHARES TR59.1K shares-48.04%2025-09-302025-10-30
FHN FIRST HORIZON CORPORATION312.0K shares0.00%2025-09-302025-10-30
ABBV ABBVIE INC30.2K shares-45.32%2025-09-302025-10-30
DYNF BLACKROCK ETF TRUST115.1K shares-45.27%2025-09-302025-10-30
JHMD JOHN HANCOCK EXCHANGE TRADED166.2K shares-22.25%2025-09-302025-10-30
USIG ISHARES TR126.0K shares-29.95%2025-09-302025-10-30
BRK.B BERKSHIRE HATHAWAY INC DEL12.9K shares-30.44%2025-09-302025-10-30
QUAL ISHARES TR33.4K shares-56.90%2025-09-302025-10-30
NFLX NETFLIX INC5.4K shares-25.93%2025-09-302025-10-30
BKLN INVESCO EXCH TRADED FD TR II297.7K shares360.61%2025-09-302025-10-30
AVDV AMERICAN CENTY ETF TR68.9K shares-50.38%2025-09-302025-10-30
QQQ INVESCO QQQ TR10.1K shares-42.08%2025-09-302025-10-30
WMT WALMART INC58.2K shares-43.89%2025-09-302025-10-30
LLY ELI LILLY & CO7.8K shares-36.34%2025-09-302025-10-30
WFC WELLS FARGO CO NEW69.4K shares-32.11%2025-09-302025-10-30
SRLN SSGA ACTIVE ETF TR139.5K shares11.34%2025-09-302025-10-30
XOM EXXON MOBIL CORP51.4K shares-27.29%2025-09-302025-10-30
DFSD DIMENSIONAL ETF TRUST119.7K shares936.71%2025-09-302025-10-30
HD HOME DEPOT INC14.1K shares-38.93%2025-09-302025-10-30
JNJ JOHNSON & JOHNSON30.7K shares-45.05%2025-09-302025-10-30
IBIT ISHARES BITCOIN TRUST ETF87.4K shares67.75%2025-09-302025-10-30
SCHX SCHWAB STRATEGIC TR215.2K sharesnew addition2025-09-302025-10-30
AVDS AMERICAN CENTY ETF TR82.1K shares-50.22%2025-09-302025-10-30
EFG ISHARES TR48.5K shares-61.43%2025-09-302025-10-30
IWS ISHARES TR39.2K shares-46.74%2025-09-302025-10-30
DFCF DIMENSIONAL ETF TRUST126.8K shares800.96%2025-09-302025-10-30
AMD ADVANCED MICRO DEVICES INC33.0K shares-6.15%2025-09-302025-10-30
DFUV DIMENSIONAL ETF TRUST116.8K shares-50.30%2025-09-302025-10-30
IVE ISHARES TR25.1K shares-47.50%2025-09-302025-10-30
SPY SPDR S&P 500 ETF TR7.7K shares-30.28%2025-09-302025-10-30
IAU ISHARES GOLD TR68.9K shares-10.32%2025-09-302025-10-30
VGSH VANGUARD SCOTTSDALE FDS84.1K shares-39.73%2025-09-302025-10-30
VMBS VANGUARD SCOTTSDALE FDS103.1K shares-45.55%2025-09-302025-10-30
IJR ISHARES TR40.3K shares-17.79%2025-09-302025-10-30
AVRE AMERICAN CENTY ETF TR105.5K shares-49.18%2025-09-302025-10-30
TLH ISHARES TR45.0K shares-48.91%2025-09-302025-10-30
XLK SELECT SECTOR SPDR TR16.2K shares-33.03%2025-09-302025-10-30
FNDE SCHWAB STRATEGIC TR124.8K shares-6.33%2025-09-302025-10-30
MA MASTERCARD INCORPORATED7.9K shares-37.76%2025-09-302025-10-30
OEF ISHARES TR13.4K shares-5.15%2025-09-302025-10-30
DFGX DIMENSIONAL ETF TRUST79.1K sharesnew addition2025-09-302025-10-30
BAC BANK AMERICA CORP82.1K shares-12.26%2025-09-302025-10-30
CSCO CISCO SYS INC60.5K shares-18.96%2025-09-302025-10-30
MBB ISHARES TR43.5K shares-47.30%2025-09-302025-10-30
VEU VANGUARD INTL EQUITY INDEX F57.8K shares-59.87%2025-09-302025-10-30
MTUM ISHARES TR16.0K shares-33.63%2025-09-302025-10-30
IWM ISHARES TR16.8K shares50.05%2025-09-302025-10-30
DFSU DIMENSIONAL ETF TRUST95.4K sharesnew addition2025-09-302025-10-30
LRCX LAM RESEARCH CORP30.2K shares-51.60%2025-09-302025-10-30
RTX RTX CORPORATION24.1K shares-26.23%2025-09-302025-10-30
VGIT VANGUARD SCOTTSDALE FDS66.8K shares-53.27%2025-09-302025-10-30
SPEM SPDR INDEX SHS FDS85.2K shares-33.19%2025-09-302025-10-30
AVES AMERICAN CENTY ETF TR68.5K shares-50.26%2025-09-302025-10-30
KO COCA COLA CO58.9K shares-42.91%2025-09-302025-10-30
XLC SELECT SECTOR SPDR TR32.7K shares-32.50%2025-09-302025-10-30
OUNZ VANECK MERK GOLD ETF102.9K sharesnew addition2025-09-302025-10-30
IWD ISHARES TR18.7K shares-43.40%2025-09-302025-10-30
PLTR PALANTIR TECHNOLOGIES INC20.9K shares-47.96%2025-09-302025-10-30
VO VANGUARD INDEX FDS12.9K shares-42.11%2025-09-302025-10-30
CVX CHEVRON CORP NEW24.1K shares-32.91%2025-09-302025-10-30
IEFA ISHARES TR42.8K shares8.99%2025-09-302025-10-30
IXUS ISHARES TR45.1K shares-8.59%2025-09-302025-10-30
ETH GRAYSCALE ETHEREUM MINI TR E93.5K sharesnew addition2025-09-302025-10-30
SHOP SHOPIFY INC24.4K shares51.58%2025-09-302025-10-30
SDVY FIRST TR EXCHANGE-TRADED FD94.3K shares1.15%2025-09-302025-10-30
MRK MERCK & CO INC42.4K shares-50.52%2025-09-302025-10-30
DFEM DIMENSIONAL ETF TRUST110.3K shares-51.29%2025-09-302025-10-30
BND VANGUARD BD INDEX FDS47.0K shares-17.54%2025-09-302025-10-30
SOFI SOFI TECHNOLOGIES INC129.2K shares523.84%2025-09-302025-10-30
VTI VANGUARD INDEX FDS10.3K shares0.49%2025-09-302025-10-30
IBM INTERNATIONAL BUSINESS MACHS11.8K shares-11.41%2025-09-302025-10-30
DFAT DIMENSIONAL ETF TRUST56.9K shares-51.90%2025-09-302025-10-30
AGG ISHARES TR32.6K shares-22.39%2025-09-302025-10-30
UNH UNITEDHEALTH GROUP INC9.4K shares-50.48%2025-09-302025-10-30
GLD SPDR GOLD TR9.1K shares-18.15%2025-09-302025-10-30
MO ALTRIA GROUP INC48.5K shares22.65%2025-09-302025-10-30
MCD MCDONALDS CORP10.1K shares-38.68%2025-09-302025-10-30
JHMM JOHN HANCOCK EXCHANGE TRADED47.1K shares-31.94%2025-09-302025-10-30
QQH NORTHERN LTS FD TR III39.7K shares-50.85%2025-09-302025-10-30
BINC BLACKROCK ETF TRUST II56.4K shares-49.46%2025-09-302025-10-30
VWOB VANGUARD WHITEHALL FDS44.4K shares-51.73%2025-09-302025-10-30
LGH NORTHERN LTS FD TR III49.1K shares-50.81%2025-09-302025-10-30
SPYV SPDR SERIES TRUST53.4K shares-7.07%2025-09-302025-10-30
VZ VERIZON COMMUNICATIONS INC66.8K shares-30.10%2025-09-302025-10-30
DDWM WISDOMTREE TR70.1K shares20.32%2025-09-302025-10-30
DGCB DIMENSIONAL ETF TRUST52.6K sharesnew addition2025-09-302025-10-30
SPYG SPDR SERIES TRUST27.7K shares-21.90%2025-09-302025-10-30
VOOG VANGUARD ADMIRAL FDS INC6.6K shares27.91%2025-09-302025-10-30
HYG ISHARES TR35.4K shares144.63%2025-09-302025-10-30
COIN COINBASE GLOBAL INC8.3K shares484.49%2025-09-302025-10-30
VTWO VANGUARD SCOTTSDALE FDS28.6K shares-22.34%2025-09-302025-10-30
PEP PEPSICO INC19.9K shares-52.00%2025-09-302025-10-30
VIG VANGUARD SPECIALIZED FUNDS12.9K shares-12.02%2025-09-302025-10-30
XLF SELECT SECTOR SPDR TR51.2K shares-41.62%2025-09-302025-10-30
JHEM JOHN HANCOCK EXCHANGE TRADED86.9K shares-27.04%2025-09-302025-10-30
BUFR FIRST TR EXCHNG TRADED FD VI81.6K shares-18.97%2025-09-302025-10-30
SCHF SCHWAB STRATEGIC TR115.9K shares-3.11%2025-09-302025-10-30
RSP INVESCO EXCHANGE TRADED FD T14.1K shares-39.66%2025-09-302025-10-30
LOW LOWES COS INC10.6K shares-34.68%2025-09-302025-10-30
VTEB VANGUARD MUN BD FDS53.0K shares-57.99%2025-09-302025-10-30
HOOD ROBINHOOD MKTS INC18.4K shares180.65%2025-09-302025-10-30
DIS DISNEY WALT CO22.8K shares-30.95%2025-09-302025-10-30
SCHD SCHWAB STRATEGIC TR94.5K shares-16.45%2025-09-302025-10-30
JNK SPDR SERIES TRUST26.0K shares138.19%2025-09-302025-10-30
DFIC DIMENSIONAL ETF TRUST76.6K shares-60.59%2025-09-302025-10-30
SPTL SPDR SERIES TRUST92.7K shares-44.09%2025-09-302025-10-30
DUHP DIMENSIONAL ETF TRUST65.8K shares-58.18%2025-09-302025-10-30
VEA VANGUARD TAX-MANAGED FDS41.4K shares130.10%2025-09-302025-10-30
RDDT REDDIT INC10.8K sharesnew addition2025-09-302025-10-30
SCHZ SCHWAB STRATEGIC TR105.0K shares333.75%2025-09-302025-10-30
XCCC BONDBLOXX ETF TRUST62.8K sharesnew addition2025-09-302025-10-30
SIVR ABRDN SILVER ETF TRUST55.3K shares82.38%2025-09-302025-10-30
VTV VANGUARD INDEX FDS13.2K shares73.75%2025-09-302025-10-30
VGT VANGUARD WORLD FD3.3K shares53.86%2025-09-302025-10-30
LYFT LYFT INC111.2K sharesnew addition2025-09-302025-10-30
THRO BLACKROCK ETF TRUST64.5K shares-51.20%2025-09-302025-10-30
BAI BLACKROCK ETF TRUST70.5K shares27.87%2025-09-302025-10-30
IAGG ISHARES TR46.6K shares-47.24%2025-09-302025-10-30
LONZ PIMCO ETF TR46.7K sharesnew addition2025-09-302025-10-30
PHYS SPROTT ASSET MANAGEMENT LP79.0K shares53.44%2025-09-302025-10-30
VSS VANGUARD INTL EQUITY INDEX F16.2K shares58.36%2025-09-302025-10-30
JEPI J P MORGAN EXCHANGE TRADED F39.5K shares43.13%2025-09-302025-10-30
VV VANGUARD INDEX FDS7.3K sharesnew addition2025-09-302025-10-30
GLDM WORLD GOLD TR29.2K shares29.70%2025-09-302025-10-30
ABT ABBOTT LABS16.6K shares-48.64%2025-09-302025-10-30
BUFY FIRST TR EXCHNG TRADED FD VI101.5K sharesnew addition2025-09-302025-10-30
RWL INVESCO EXCH TRADED FD TR II19.9K shares-58.59%2025-09-302025-10-30
IEF ISHARES TR22.8K shares-53.98%2025-09-302025-10-30
BA BOEING CO10.2K shares-19.63%2025-09-302025-10-30
CAT CATERPILLAR INC4.6K shares-4.91%2025-09-302025-10-30
T AT&T INC75.9K shares-33.51%2025-09-302025-10-30
EMB ISHARES TR22.4K shares-34.61%2025-09-302025-10-30
ALAB ASTERA LABS INC10.9K sharesnew addition2025-09-302025-10-30
AFRM AFFIRM HLDGS INC29.0K sharesnew addition2025-09-302025-10-30
SPMD SPDR SERIES TRUST37.0K shares-43.43%2025-09-302025-10-30
IDV ISHARES TR57.4K shares-29.63%2025-09-302025-10-30
LMT LOCKHEED MARTIN CORP4.2K shares-53.40%2025-09-302025-10-30
CWB SPDR SERIES TRUST23.0K shares-68.46%2025-09-302025-10-30
MDT MEDTRONIC PLC21.6K shares-44.76%2025-09-302025-10-30
FBND FIDELITY MERRIMACK STR TR43.9K shares-19.29%2025-09-302025-10-30
CGHM CAPITAL GRP FIXED INCM ETF T80.0K sharesnew addition2025-09-302025-10-30
IGSB ISHARES TR38.1K shares-3.92%2025-09-302025-10-30
AGNC AGNC INVT CORP203.9K sharesnew addition2025-09-302025-10-30
ZECP ZACKS TRUST58.8K sharesnew addition2025-09-302025-10-30
UNP UNION PAC CORP8.1K shares-49.08%2025-09-302025-10-30
QYLD GLOBAL X FDS112.1K shares-64.10%2025-09-302025-10-30
CGMU CAPITAL GRP FIXED INCM ETF T69.8K shares-47.55%2025-09-302025-10-30
IWP ISHARES TR13.2K shares-66.78%2025-09-302025-10-30
PSFF PACER FDS TR58.4K sharesnew addition2025-09-302025-10-30
REET ISHARES TR71.7K shares115.50%2025-09-302025-10-30
FTLS FIRST TR EXCH TRADED FD III26.2K shares-51.09%2025-09-302025-10-30
CGSM CAPITAL GRP FIXED INCM ETF T68.8K shares-20.18%2025-09-302025-10-30
VUG VANGUARD INDEX FDS3.8K shares8.69%2025-09-302025-10-30
IMTM ISHARES TR37.5K shares95.28%2025-09-302025-10-30
SYF SYNCHRONY FINANCIAL25.3K shares80.99%2025-09-302025-10-30
BSX BOSTON SCIENTIFIC CORP18.3K shares-54.42%2025-09-302025-10-30
ADP AUTOMATIC DATA PROCESSING IN6.1K shares-38.15%2025-09-302025-10-30
SPSM SPDR SERIES TRUST37.7K shares-32.96%2025-09-302025-10-30
PGHY INVESCO EXCH TRADED FD TR II86.2K sharesnew addition2025-09-302025-10-30
DUK DUKE ENERGY CORP NEW13.9K shares-17.01%2025-09-302025-10-30
ACN ACCENTURE PLC IRELAND6.9K shares-60.11%2025-09-302025-10-30
VB VANGUARD INDEX FDS6.7K shares125.12%2025-09-302025-10-30
GDX VANECK ETF TRUST21.7K shares5.07%2025-09-302025-10-30
XLV SELECT SECTOR SPDR TR11.9K shares-59.35%2025-09-302025-10-30
XLY SELECT SECTOR SPDR TR6.9K shares-38.71%2025-09-302025-10-30
IJH ISHARES TR25.0K shares-15.76%2025-09-302025-10-30
GIS GENERAL MLS INC32.2K shares-28.09%2025-09-302025-10-30
GE GE AEROSPACE5.4K shares-18.71%2025-09-302025-10-30
UBER UBER TECHNOLOGIES INC16.3K shares23.28%2025-09-302025-10-30
PM PHILIP MORRIS INTL INC9.8K shares-28.02%2025-09-302025-10-30
JEPQ J P MORGAN EXCHANGE TRADED F27.1K sharesnew addition2025-09-302025-10-30
GS GOLDMAN SACHS GROUP INC1.9K shares-24.38%2025-09-302025-10-30
SECT NORTHERN LTS FD TR IV24.3K shares220.20%2025-09-302025-10-30
MSTR STRATEGY INC4.8K shares-44.93%2025-09-302025-10-30
HON HONEYWELL INTL INC7.2K shares-43.78%2025-09-302025-10-30
GTO INVESCO ACTIVELY MANAGED EXC32.0K shares-59.38%2025-09-302025-10-30
SYY SYSCO CORP18.3K shares-33.87%2025-09-302025-10-30
BR BROADRIDGE FINL SOLUTIONS IN6.2K shares-30.13%2025-09-302025-10-30
DFUS DIMENSIONAL ETF TRUST20.3K shares-47.97%2025-09-302025-10-30
CGDV CAPITAL GROUP DIVIDEND VALUE34.7K shares-58.53%2025-09-302025-10-30
VGLT VANGUARD SCOTTSDALE FDS25.6K shares-50.60%2025-09-302025-10-30
SGOV ISHARES TR14.5K shares-38.12%2025-09-302025-10-30
GOVT ISHARES TR62.3K shares-46.15%2025-09-302025-10-30
SPHY SPDR SERIES TRUST59.6K shares-29.53%2025-09-302025-10-30
UPST UPSTART HLDGS INC28.0K sharesnew addition2025-09-302025-10-30
NOW SERVICENOW INC1.5K shares-38.60%2025-09-302025-10-30
USHY ISHARES TR37.4K shares-83.93%2025-09-302025-10-30
SDY SPDR SERIES TRUST10.1K shares-38.22%2025-09-302025-10-30
TSM TAIWAN SEMICONDUCTOR MFG LTD5.0K shares-37.12%2025-09-302025-10-30
KHYB KRANESHARES TRUST56.5K sharesnew addition2025-09-302025-10-30
SPTS SPDR SERIES TRUST47.1K shares-48.01%2025-09-302025-10-30
NLY ANNALY CAPITAL MANAGEMENT IN68.1K sharesnew addition2025-09-302025-10-30
SHY ISHARES TR16.6K shares18.61%2025-09-302025-10-30
IWR ISHARES TR14.2K shares3.16%2025-09-302025-10-30
VWO VANGUARD INTL EQUITY INDEX F25.2K shares-6.74%2025-09-302025-10-30
IGM ISHARES TR10.8K sharesnew addition2025-09-302025-10-30
SPTI SPDR SERIES TRUST47.0K shares-53.67%2025-09-302025-10-30
MGK VANGUARD WORLD FD3.4K shares-63.35%2025-09-302025-10-30
MMC MARSH & MCLENNAN COS INC6.7K shares-51.18%2025-09-302025-10-30
XYLD GLOBAL X FDS33.8K sharesnew addition2025-09-302025-10-30
XLU SELECT SECTOR SPDR TR15.1K shares32.15%2025-09-302025-10-30
ETHE GRAYSCALE ETHEREUM TRUST ETF38.3K shares-46.75%2025-09-302025-10-30
LQD ISHARES TR11.7K shares-17.32%2025-09-302025-10-30
TXN TEXAS INSTRS INC7.1K shares-50.77%2025-09-302025-10-30
VCSH VANGUARD SCOTTSDALE FDS16.0K shares-36.08%2025-09-302025-10-30
BSV VANGUARD BD INDEX FDS16.2K shares-17.00%2025-09-302025-10-30
EEM ISHARES TR23.5K shares-23.93%2025-09-302025-10-30
STIP ISHARES TR12.1K shares-47.72%2025-09-302025-10-30
JFLX J P MORGAN EXCHANGE TRADED F24.6K sharesnew addition2025-09-302025-10-30
DISV DIMENSIONAL ETF TRUST34.4K shares-49.84%2025-09-302025-10-30
GWX SPDR INDEX SHS FDS30.4K shares-34.37%2025-09-302025-10-30
DFAX DIMENSIONAL ETF TRUST38.8K sharesnew addition2025-09-302025-10-30
PFE PFIZER INC47.7K shares-20.54%2025-09-302025-10-30
XLP SELECT SECTOR SPDR TR15.5K shares-36.25%2025-09-302025-10-30
LIN LINDE PLC2.5K shares-35.36%2025-09-302025-10-30
PTON PELOTON INTERACTIVE INC133.1K sharesnew addition2025-09-302025-10-30
JHSC JOHN HANCOCK EXCHANGE TRADED28.0K shares-39.35%2025-09-302025-10-30
EFA ISHARES TR12.5K shares-31.13%2025-09-302025-10-30
RWO SPDR INDEX SHS FDS25.2K shares-33.26%2025-09-302025-10-30
SCHE SCHWAB STRATEGIC TR34.4K sharesnew addition2025-09-302025-10-30
JHCB JOHN HANCOCK EXCHANGE TRADED51.5K shares-25.44%2025-09-302025-10-30
WM WASTE MGMT INC DEL5.0K shares-60.63%2025-09-302025-10-30
IWB ISHARES TR3.0K shares8.78%2025-09-302025-10-30
ADBE ADOBE INC3.1K shares-36.28%2025-09-302025-10-30
CL COLGATE PALMOLIVE CO13.5K shares-55.78%2025-09-302025-10-30
GOVI INVESCO EXCH TRADED FD TR II38.8K shares-60.52%2025-09-302025-10-30
QCOM QUALCOMM INC6.4K shares-23.32%2025-09-302025-10-30
ITW ILLINOIS TOOL WKS INC4.1K shares-59.04%2025-09-302025-10-30
CGDG CAPITAL GROUP DIVIDEND GROWE30.4K shares-19.78%2025-09-302025-10-30
FIG FIGMA INC20.2K sharesnew addition2025-09-302025-10-30
QQQM INVESCO EXCH TRADED FD TR II4.2K shares-38.81%2025-09-302025-10-30
SCHR SCHWAB STRATEGIC TR41.5K sharesnew addition2025-09-302025-10-30
SBUX STARBUCKS CORP12.3K shares-9.87%2025-09-302025-10-30
ARR ARMOUR RESIDENTIAL REIT INC69.4K sharesnew addition2025-09-302025-10-30
JAAA JANUS DETROIT STR TR20.3K shares-59.25%2025-09-302025-10-30
BKNG BOOKING HOLDINGS INC191 shares-43.49%2025-09-302025-10-30
MET METLIFE INC12.5K shares-10.01%2025-09-302025-10-30
APD AIR PRODS & CHEMS INC3.8K shares-55.19%2025-09-302025-10-30
EMHC SPDR SERIES TRUST40.5K shares-42.21%2025-09-302025-10-30
CMI CUMMINS INC2.4K shares-64.93%2025-09-302025-10-30
APH AMPHENOL CORP NEW8.1K shares-64.77%2025-09-302025-10-30
ED CONSOLIDATED EDISON INC9.9K shares-13.76%2025-09-302025-10-30
BK BANK NEW YORK MELLON CORP9.1K shares-35.37%2025-09-302025-10-30
NKE NIKE INC14.3K shares-28.69%2025-09-302025-10-30
ITA ISHARES TR4.7K sharesnew addition2025-09-302025-10-30
SMIZ ZACKS TRUST26.4K sharesnew addition2025-09-302025-10-30
VDE VANGUARD WORLD FD7.8K shares291.55%2025-09-302025-10-30
ADSK AUTODESK INC3.1K shares-27.87%2025-09-302025-10-30
PNC PNC FINL SVCS GROUP INC4.9K shares-42.21%2025-09-302025-10-30
NTRS NORTHERN TR CORP7.2K shares13.79%2025-09-302025-10-30
AMGN AMGEN INC3.4K shares-32.99%2025-09-302025-10-30
HCA HCA HEALTHCARE INC2.3K shares26.53%2025-09-302025-10-30
CGGE CAPITAL GROUP GLOBAL EQUITY31.4K sharesnew addition2025-09-302025-10-30
CLX CLOROX CO DEL7.8K shares-57.26%2025-09-302025-10-30
TWO TWO HBRS INVT CORP96.6K sharesnew addition2025-09-302025-10-30
AMAT APPLIED MATLS INC4.6K shares-39.78%2025-09-302025-10-30
IEI ISHARES TR7.9K shares-28.52%2025-09-302025-10-30
MARA MARA HOLDINGS INC51.6K sharesnew addition2025-09-302025-10-30
DFSI DIMENSIONAL ETF TRUST23.0K sharesnew addition2025-09-302025-10-30
GILD GILEAD SCIENCES INC8.5K shares-23.67%2025-09-302025-10-30
CERY SPDR SERIES TRUST32.8K shares-36.73%2025-09-302025-10-30
JHHY JOHN HANCOCK EXCHANGE TRADED36.0K shares-22.49%2025-09-302025-10-30
MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares-27.28%2025-09-302025-10-30
URI UNITED RENTALS INC981 shares-17.49%2025-09-302025-10-30
MMM 3M CO5.9K shares-35.73%2025-09-302025-10-30
CHD CHURCH & DWIGHT CO INC10.5K shares-59.62%2025-09-302025-10-30
NEM NEWMONT CORP10.9K shares-41.83%2025-09-302025-10-30
TJX TJX COS INC NEW6.3K shares-8.92%2025-09-302025-10-30
FAAR FIRST TR EXCHANGE TRAD FD VI29.8K shares-69.10%2025-09-302025-10-30
FMF FIRST TR EXCHANGE-TRADED FD18.6K shares-68.13%2025-09-302025-10-30
CMCSA COMCAST CORP NEW28.8K shares-24.90%2025-09-302025-10-30
RSG REPUBLIC SVCS INC3.9K shares-52.72%2025-09-302025-10-30
ARM ARM HOLDINGS PLC6.4K sharesnew addition2025-09-302025-10-30
CLH CLEAN HARBORS INC3.8K shares-1.16%2025-09-302025-10-30
XLI SELECT SECTOR SPDR TR5.7K shares16.35%2025-09-302025-10-30
DY DYCOM INDS INC3.0K shares-1.37%2025-09-302025-10-30
PFF ISHARES TR27.5K shares132.05%2025-09-302025-10-30
COP CONOCOPHILLIPS9.2K shares-24.17%2025-09-302025-10-30
CEF SPROTT ASSET MANAGEMENT LP23.6K shares-68.19%2025-09-302025-10-30
COF CAPITAL ONE FINL CORP4.1K shares17.71%2025-09-302025-10-30
DIHP DIMENSIONAL ETF TRUST28.3K shares-49.75%2025-09-302025-10-30
SO SOUTHERN CO9.0K shares-39.51%2025-09-302025-10-30
TSCO TRACTOR SUPPLY CO15.0K shares-64.26%2025-09-302025-10-30
AZO AUTOZONE INC199 shares-47.91%2025-09-302025-10-30
SNEX STONEX GROUP INC8.4K shares-1.92%2025-09-302025-10-30
CRM SALESFORCE INC3.5K shares-42.22%2025-09-302025-10-30
MGV VANGUARD WORLD FD6.1K shares-64.72%2025-09-302025-10-30
ICVT ISHARES TR8.4K shares-35.95%2025-09-302025-10-30
GGG GRACO INC9.8K shares-2.16%2025-09-302025-10-30
BTBT BIT DIGITAL INC275.7K sharesnew addition2025-09-302025-10-30
CFG CITIZENS FINL GROUP INC15.5K sharesnew addition2025-09-302025-10-30
IUSG ISHARES TR5.0K shares52.98%2025-09-302025-10-30
BLK BLACKROCK INC699 shares27.09%2025-09-302025-10-30
MCO MOODYS CORP1.7K shares-57.81%2025-09-302025-10-30
SCHO SCHWAB STRATEGIC TR33.0K sharesnew addition2025-09-302025-10-30
FBK FB FINL CORP14.4K shares9.47%2025-09-302025-10-30
MU MICRON TECHNOLOGY INC4.7K shares-33.21%2025-09-302025-10-30
VRTX VERTEX PHARMACEUTICALS INC2.0K shares-33.67%2025-09-302025-10-30
TIPX SPDR SERIES TRUST40.8K shares-40.11%2025-09-302025-10-30
PNFP PINNACLE FINL PARTNERS INC8.4K shares-2.07%2025-09-302025-10-30
VT VANGUARD INTL EQUITY INDEX F5.7K shares-40.13%2025-09-302025-10-30
PLD PROLOGIS INC.6.8K shares-40.54%2025-09-302025-10-30
VIOG VANGUARD ADMIRAL FDS INC6.4K sharesnew addition2025-09-302025-10-30
SCHA SCHWAB STRATEGIC TR27.8K shares52.58%2025-09-302025-10-30
AON AON PLC2.2K shares-48.73%2025-09-302025-10-30
VYMI VANGUARD WHITEHALL FDS9.1K sharesnew addition2025-09-302025-10-30
RCL ROYAL CARIBBEAN GROUP2.4K shares-17.92%2025-09-302025-10-30
KEX KIRBY CORP9.2K shares-0.54%2025-09-302025-10-30
IGF ISHARES TR12.4K sharesnew addition2025-09-302025-10-30
AKAM AKAMAI TECHNOLOGIES INC10.0K shares0.00%2025-09-302025-10-30
GEV GE VERNOVA INC1.2K shares-2.77%2025-09-302025-10-30
EEMA ISHARES INC8.2K shares-52.03%2025-09-302025-10-30
CGUS CAPITAL GROUP CORE EQUITY ET18.7K shares-30.04%2025-09-302025-10-30
VPL VANGUARD INTL EQUITY INDEX F8.4K shares-51.53%2025-09-302025-10-30
AEP AMERICAN ELEC PWR CO INC6.5K shares-8.98%2025-09-302025-10-30
DE DEERE & CO1.6K shares-43.27%2025-09-302025-10-30
CI THE CIGNA GROUP2.5K shares-21.63%2025-09-302025-10-30
SPOT SPOTIFY TECHNOLOGY S A1.0K shares-41.17%2025-09-302025-10-30
MCHP MICROCHIP TECHNOLOGY INC.11.1K shares-49.36%2025-09-302025-10-30
XLE SELECT SECTOR SPDR TR8.0K sharesnew addition2025-09-302025-10-30
APP APPLOVIN CORP991 shares-48.28%2025-09-302025-10-30
SHEL SHELL PLC9.9K shares-27.22%2025-09-302025-10-30
NEE NEXTERA ENERGY INC9.4K shares-42.44%2025-09-302025-10-30
ISRG INTUITIVE SURGICAL INC1.6K shares-56.43%2025-09-302025-10-30
USMV ISHARES TR7.4K shares-75.10%2025-09-302025-10-30
AAAU GOLDMAN SACHS PHYSICAL GOLD18.4K sharesnew addition2025-09-302025-10-30
INTU INTUIT1.0K shares-36.54%2025-09-302025-10-30
WTFC WINTRUST FINL CORP5.3K shares-47.28%2025-09-302025-10-30
PSX PHILLIPS 665.1K shares14.30%2025-09-302025-10-30
CRWD CROWDSTRIKE HLDGS INC1.4K shares-34.73%2025-09-302025-10-30
FERG FERGUSON ENTERPRISES INC3.1K shares63.96%2025-09-302025-10-30
IVLU ISHARES TR19.5K shares0.02%2025-09-302025-10-30
MS MORGAN STANLEY4.3K shares-41.89%2025-09-302025-10-30
GWW GRAINGER W W INC712 shares-56.95%2025-09-302025-10-30
QUIZ ZACKS TRUST26.6K sharesnew addition2025-09-302025-10-30
BAMG NORTHERN LTS FD TR IV17.5K shares-39.60%2025-09-302025-10-30
NOC NORTHROP GRUMMAN CORP1.1K shares-27.88%2025-09-302025-10-30
ASML ASML HOLDING N V676 shares-28.01%2025-09-302025-10-30
DGRO ISHARES TR9.5K shares-61.29%2025-09-302025-10-30
HTRB HARTFORD FDS EXCHANGE TRADED18.8K shares-51.75%2025-09-302025-10-30
USB US BANCORP DEL13.3K shares-11.24%2025-09-302025-10-30
DFAS DIMENSIONAL ETF TRUST9.4K shares-54.56%2025-09-302025-10-30
GROZ ZACKS TRUST21.9K sharesnew addition2025-09-302025-10-30
NVS NOVARTIS AG5.0K shares-41.86%2025-09-302025-10-30
RDVY FIRST TR EXCHANGE TRADED FD9.4K shares-49.83%2025-09-302025-10-30
VLO VALERO ENERGY CORP3.7K shares-42.80%2025-09-302025-10-30
BC BRUNSWICK CORP9.9K shares57.33%2025-09-302025-10-30
EDIV SPDR INDEX SHS FDS16.0K sharesnew addition2025-09-302025-10-30
NUHY NUSHARES ETF TR28.2K shares0.00%2025-09-302025-10-30
IUSV ISHARES TR6.1K shares24.56%2025-09-302025-10-30
IBTF ISHARES TR26.0K shares202.97%2025-09-302025-10-30
EMR EMERSON ELEC CO4.6K shares-78.29%2025-09-302025-10-30
C CITIGROUP INC5.9K shares-36.09%2025-09-302025-10-30
MNST MONSTER BEVERAGE CORP NEW8.9K shares0.51%2025-09-302025-10-30
DBMF LITMAN GREGORY FDS TR22.0K shares-24.08%2025-09-302025-10-30
LMBS FIRST TR EXCHANGE-TRADED FD11.9K shares-51.04%2025-09-302025-10-30
TDUP THREDUP INC62.8K shares-50.03%2025-09-302025-10-30
PDBC INVESCO ACTVELY MNGD ETC FD44.0K shares-36.74%2025-09-302025-10-30
ZTS ZOETIS INC4.0K shares-51.33%2025-09-302025-10-30
PWR QUANTA SVCS INC1.4K shares2.47%2025-09-302025-10-30
DFIV DIMENSIONAL ETF TRUST12.5K shares-51.66%2025-09-302025-10-30
QLTA ISHARES TR11.9K shares-69.01%2025-09-302025-10-30
AZN ASTRAZENECA PLC7.4K shares-5.46%2025-09-302025-10-30
ANGL VANECK ETF TRUST19.0K sharesnew addition2025-09-302025-10-30
ETN EATON CORP PLC1.5K shares-55.05%2025-09-302025-10-30
SCHC SCHWAB STRATEGIC TR12.3K sharesnew addition2025-09-302025-10-30
WEC WEC ENERGY GROUP INC4.9K shares-9.57%2025-09-302025-10-30
IBTH ISHARES TR24.8K shares-49.18%2025-09-302025-10-30
BOTZ GLOBAL X FDS15.7K shares43.18%2025-09-302025-10-30
AMP AMERIPRISE FINL INC1.1K shares-44.54%2025-09-302025-10-30
BAMV NORTHERN LTS FD TR IV17.3K shares-38.85%2025-09-302025-10-30
SCZ ISHARES TR7.2K shares-48.64%2025-09-302025-10-30
AXP AMERICAN EXPRESS CO1.6K shares-24.22%2025-09-302025-10-30
EBND SPDR SERIES TRUST25.6K shares-41.64%2025-09-302025-10-30
BAMD NORTHERN LTS FD TR IV17.2K shares-38.75%2025-09-302025-10-30
SLV ISHARES SILVER TR12.7K shares-25.10%2025-09-302025-10-30
HELO J P MORGAN EXCHANGE TRADED F8.2K shares-24.12%2025-09-302025-10-30
PSLV SPROTT ASSET MANAGEMENT LP33.9K sharesnew addition2025-09-302025-10-30
TMO THERMO FISHER SCIENTIFIC INC1.1K shares-52.40%2025-09-302025-10-30
ICLO INVESCO ACTIVELY MANAGED EXC20.5K shares-1.44%2025-09-302025-10-30
TFC TRUIST FINL CORP11.5K shares-21.52%2025-09-302025-10-30
USFR WISDOMTREE TR10.4K shares5.17%2025-09-302025-10-30
RDIV INVESCO EXCH TRADED FD TR II10.0K shares-66.67%2025-09-302025-10-30
LKQ LKQ CORP17.0K shares22.15%2025-09-302025-10-30
FGD FIRST TR EXCHANGE TRADED FD17.9K shares-32.25%2025-09-302025-10-30
FTCS FIRST TR EXCHANGE-TRADED FD5.5K sharesnew addition2025-09-302025-10-30
PGR PROGRESSIVE CORP2.1K shares-57.17%2025-09-302025-10-30
WDIV SPDR INDEX SHS FDS7.0K shares-29.79%2025-09-302025-10-30
GM GENERAL MTRS CO8.3K shares19.55%2025-09-302025-10-30
EXPD EXPEDITORS INTL WASH INC4.1K shares-48.93%2025-09-302025-10-30
BUFZ FIRST TR EXCHNG TRADED FD VI19.3K sharesnew addition2025-09-302025-10-30
VNQ VANGUARD INDEX FDS5.5K shares-90.12%2025-09-302025-10-30
MDLZ MONDELEZ INTL INC8.0K shares-41.90%2025-09-302025-10-30
VOT VANGUARD INDEX FDS1.7K shares-58.09%2025-09-302025-10-30
NXPL NEXTPLAT CORP600.0K sharesnew addition2025-09-302025-10-30
WELL WELLTOWER INC2.8K sharesnew addition2025-09-302025-10-30
IBHH ISHARES TR20.7K sharesnew addition2025-09-302025-10-30
VTIP VANGUARD MALVERN FDS9.7K shares-60.44%2025-09-302025-10-30
IBD NORTHERN LTS FD TR IV20.4K shares-56.09%2025-09-302025-10-30
TPR TAPESTRY INC4.3K shares36.54%2025-09-302025-10-30
IIIV I3 VERTICALS INC15.1K sharesnew addition2025-09-302025-10-30
DVY ISHARES TR3.5K shares0.00%2025-09-302025-10-30
ING ING GROEP N.V.18.4K shares-2.20%2025-09-302025-10-30
SPIB SPDR SERIES TRUST14.2K sharesnew addition2025-09-302025-10-30
SCHH SCHWAB STRATEGIC TR22.2K sharesnew addition2025-09-302025-10-30
BAMU NORTHERN LTS FD TR IV18.8K sharesnew addition2025-09-302025-10-30
CPB THE CAMPBELLS COMPANY15.0K shares-16.02%2025-09-302025-10-30
OCUL OCULAR THERAPEUTIX INC40.3K shares0.00%2025-09-302025-10-30
DFSE DIMENSIONAL ETF TRUST11.5K sharesnew addition2025-09-302025-10-30
SAP SAP SE1.8K shares57.63%2025-09-302025-10-30
ONEQ FIDELITY COMWLTH TR5.3K shares16.12%2025-09-302025-10-30
CWI SPDR INDEX SHS FDS13.3K shares-47.59%2025-09-302025-10-30
LPX LOUISIANA PAC CORP5.2K shares73.91%2025-09-302025-10-30
TFLO ISHARES TR9.1K sharesnew addition2025-09-302025-10-30
VAW VANGUARD WORLD FD2.2K sharesnew addition2025-09-302025-10-30
KLAC KLA CORP420 shares-59.69%2025-09-302025-10-30
ANET ARISTA NETWORKS INC3.1K shares-29.47%2025-09-302025-10-30
AXTA AXALTA COATING SYS LTD15.7K shares-1.58%2025-09-302025-10-30
SONY SONY GROUP CORP15.5K sharesnew addition2025-09-302025-10-30
CEG CONSTELLATION ENERGY CORP1.4K shares-47.15%2025-09-302025-10-30
GVA GRANITE CONSTR INC4.1K sharesnew addition2025-09-302025-10-30
GD GENERAL DYNAMICS CORP1.3K shares-29.69%2025-09-302025-10-30
BAMB NORTHERN LTS FD TR IV16.8K sharesnew addition2025-09-302025-10-30
ETR ENTERGY CORP NEW4.8K shares-3.22%2025-09-302025-10-30
F FORD MTR CO37.1K shares82.27%2025-09-302025-10-30
FALN ISHARES TR15.8K shares-8.38%2025-09-302025-10-30
SPTB SPDR SERIES TRUST14.3K shares-49.12%2025-09-302025-10-30
BCHP PRINCIPAL EXCHANGE TRADED FD11.7K shares-15.76%2025-09-302025-10-30
BUXX EA SERIES TRUST21.5K sharesnew addition2025-09-302025-10-30
TGT TARGET CORP4.9K shares-17.07%2025-09-302025-10-30
ZROZ PIMCO ETF TR6.4K sharesnew addition2025-09-302025-10-30
VOE VANGUARD INDEX FDS2.5K shares-61.36%2025-09-302025-10-30
EXP EAGLE MATLS INC1.8K shares-0.65%2025-09-302025-10-30
RL RALPH LAUREN CORP1.4K shares8.29%2025-09-302025-10-30
PYPL PAYPAL HLDGS INC6.4K shares-47.46%2025-09-302025-10-30
RY ROYAL BK CDA2.9K shares-49.63%2025-09-302025-10-30
HPE HEWLETT PACKARD ENTERPRISE C17.0K shares6.78%2025-09-302025-10-30
FIS FIDELITY NATL INFORMATION SV6.3K shares-10.98%2025-09-302025-10-30
LHX L3HARRIS TECHNOLOGIES INC1.4K shares7.98%2025-09-302025-10-30
NOG NORTHERN OIL & GAS INC16.8K shares24.61%2025-09-302025-10-30
D DOMINION ENERGY INC6.7K sharesnew addition2025-09-302025-10-30
IBTO ISHARES TR16.7K shares-51.28%2025-09-302025-10-30
FCX FREEPORT-MCMORAN INC10.5K sharesnew addition2025-09-302025-10-30
IYW ISHARES TR2.1K shares-91.22%2025-09-302025-10-30
UOCT INNOVATOR ETFS TRUST10.6K sharesnew addition2025-09-302025-10-30
UAUG INNOVATOR ETFS TRUST10.3K shares0.00%2025-09-302025-10-30
JBL JABIL INC1.9K shares55.28%2025-09-302025-10-30
INKM SSGA ACTIVE ETF TR12.1K sharesnew addition2025-09-302025-10-30
RLY SSGA ACTIVE ETF TR13.0K sharesnew addition2025-09-302025-10-30
IBDZ ISHARES TR15.1K sharesnew addition2025-09-302025-10-30
VIOV VANGUARD ADMIRAL FDS INC4.1K sharesnew addition2025-09-302025-10-30
VBR VANGUARD INDEX FDS1.9K shares-60.22%2025-09-302025-10-30
MPC MARATHON PETE CORP2.0K shares-11.62%2025-09-302025-10-30
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available