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).


Top Holding Treemap

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

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available