The Analysis of Smartleaf Asset Management LLC's Holdings
Currently, Smartleaf Asset Management LLC holds 3003 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in MSFT (+27.4K shares, valued at $14.1M), NVDA (+77.2K shares, valued at $14.0M), AAPL (+48.1K shares, valued at $12.2M); decreased their positions in BND (-26.6K shares, valued at $2.0M), QUAL (-9.8K shares, valued at $1.9M), QUS (-9.6K shares, valued at $1.6M); initiated new positions in CGGE (+303.8K shares, valued at $9.3M), PVAL (+192.2K shares, valued at $8.2M), FLCB (+201.4K shares, valued at $4.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION310.0K shares33.15%2025-09-302025-11-05
MSFT MICROSOFT CORP97.6K shares39.05%2025-09-302025-11-05 AAPL APPLE INC192.7K shares33.30%2025-09-302025-11-05 MGV VANGUARD WORLD FD211.9K shares2.02%2025-09-302025-11-05 AMZN AMAZON COM INC113.2K shares37.37%2025-09-302025-11-05 IVV ISHARES TR35.7K shares55.86%2025-09-302025-11-05 META META PLATFORMS INC27.2K shares34.83%2025-09-302025-11-05 AVGO BROADCOM INC57.0K shares43.15%2025-09-302025-11-05 GOOGL ALPHABET INC75.7K shares33.45%2025-09-302025-11-05 VOO VANGUARD INDEX FDS30.1K shares19.12%2025-09-302025-11-05 VT VANGUARD INTL EQUITY INDEX F111.3K shares17.35%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.48.4K shares29.20%2025-09-302025-11-05 DGRW WISDOMTREE TR170.4K shares32.00%2025-09-302025-11-05 QGRW WISDOMTREE TR257.4K shares-3.52%2025-09-302025-11-05 GOOG ALPHABET INC59.9K shares42.27%2025-09-302025-11-05 TSLA TESLA INC30.8K shares32.36%2025-09-302025-11-05 CGBL CAPITAL GROUP CORE BALANCED381.1K shares13.17%2025-09-302025-11-05 CGDG CAPITAL GROUP DIVIDEND GROWE379.1K shares-2.73%2025-09-302025-11-05 IEFA ISHARES TR147.1K shares108.61%2025-09-302025-11-05 CGMS CAPITAL GRP FIXED INCM ETF T443.6K shares4.59%2025-09-302025-11-05 VONG VANGUARD SCOTTSDALE FDS89.4K shares28.95%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR16.0K shares553.18%2025-09-302025-11-05 IWF ISHARES TR22.8K shares427.61%2025-09-302025-11-05 AGGY WISDOMTREE TR226.1K shares3.84%2025-09-302025-11-05 V VISA INC28.6K shares24.67%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR297.5K shares1414.63%2025-09-302025-11-05 VMBS VANGUARD SCOTTSDALE FDS199.2K shares-3.15%2025-09-302025-11-05 CGGE CAPITAL GROUP GLOBAL EQUITY303.8K sharesnew addition2025-09-302025-11-05 CGCB CAPITAL GRP FIXED INCM ETF T349.7K shares23.89%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL18.0K shares47.66%2025-09-302025-11-05 CGGR CAPITAL GROUP GROWTH ETF200.2K shares10.55%2025-09-302025-11-05 DFAC DIMENSIONAL ETF TRUST227.4K shares0.05%2025-09-302025-11-05 MBB ISHARES TR89.3K shares9.22%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON46.1K shares22.11%2025-09-302025-11-05 LLY ELI LILLY & CO11.5K shares32.61%2025-09-302025-11-05 VUG VANGUARD INDEX FDS17.4K shares24.34%2025-09-302025-11-05 AGG ISHARES TR82.7K shares18.33%2025-09-302025-11-05 SPYG SPDR SERIES TRUST79.1K shares23.56%2025-09-302025-11-05 DCOR DIMENSIONAL ETF TRUST114.2K shares-0.50%2025-09-302025-11-05 PVAL PUTNAM ETF TRUST192.2K sharesnew addition2025-09-302025-11-05 CGUS CAPITAL GROUP CORE EQUITY ET195.1K shares15.07%2025-09-302025-11-05 NFLX NETFLIX INC6.3K shares32.64%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS151.4K shares3.95%2025-09-302025-11-05 VTV VANGUARD INDEX FDS36.9K shares36.56%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F126.5K shares36.09%2025-09-302025-11-05 ABBV ABBVIE INC30.2K shares38.11%2025-09-302025-11-05 ORCL ORACLE CORP23.9K shares36.36%2025-09-302025-11-05 WMT WALMART INC65.4K shares31.86%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW7.3K shares22.15%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS111.7K shares-10.02%2025-09-302025-11-05 MA MASTERCARD INCORPORATED11.7K shares34.96%2025-09-302025-11-05 CGGO CAPITAL GROUP GBL GROWTH EQT190.2K shares17.68%2025-09-302025-11-05 IEMG ISHARES INC91.3K shares215.67%2025-09-302025-11-05 CGCP CAPITAL GRP FIXED INCM ETF T258.5K shares4.92%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO37.7K shares25.88%2025-09-302025-11-05 CGDV CAPITAL GROUP DIVIDEND VALUE136.8K shares-0.89%2025-09-302025-11-05 HD HOME DEPOT INC14.1K shares37.06%2025-09-302025-11-05 XOM EXXON MOBIL CORP48.0K shares44.95%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR201.1K shares3.83%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS72.0K shares-26.99%2025-09-302025-11-05 DXJ WISDOMTREE TR39.2K shares13.88%2025-09-302025-11-05 IYW ISHARES TR25.4K shares-18.70%2025-09-302025-11-05 VYMI VANGUARD WHITEHALL FDS55.7K shares53.86%2025-09-302025-11-05 CVX CHEVRON CORP NEW29.9K shares39.63%2025-09-302025-11-05 BAC BANK AMERICA CORP88.2K shares24.96%2025-09-302025-11-05 VTI VANGUARD INDEX FDS14.0K shares19.78%2025-09-302025-11-05 WTV WISDOMTREE TR49.8K shares3.93%2025-09-302025-11-05 EFG ISHARES TR39.6K shares313.58%2025-09-302025-11-05 FLCB FRANKLIN TEMPLETON ETF TR201.4K sharesnew addition2025-09-302025-11-05 DFIC DIMENSIONAL ETF TRUST133.5K shares3.22%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS101.0K shares6.18%2025-09-302025-11-05 FBND FIDELITY MERRIMACK STR TR90.8K sharesnew addition2025-09-302025-11-05 IGIB ISHARES TR76.6K shares0.65%2025-09-302025-11-05 NA NANO LABS LTD780.8K shares91223.63%2025-09-302025-11-05 JEPQ J P MORGAN EXCHANGE TRADED F68.9K shares112.85%2025-09-302025-11-05 TLH ISHARES TR38.1K shares4.90%2025-09-302025-11-05 IWD ISHARES TR19.3K shares440.56%2025-09-302025-11-05 CSCO CISCO SYS INC57.5K shares34.54%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC21.7K shares43.22%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC4.8K shares32.52%2025-09-302025-11-05 NOW SERVICENOW INC4.1K shares23.74%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F67.1K shares41.09%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS13.5K shares33.72%2025-09-302025-11-05 COP CONOCOPHILLIPS39.3K shares18.03%2025-09-302025-11-05 HDV ISHARES TR30.8K shares234.70%2025-09-302025-11-05 MCD MCDONALDS CORP12.3K shares28.78%2025-09-302025-11-05 SPYM SPDR SERIES TRUST47.2K shares7.80%2025-09-302025-11-05 ABT ABBOTT LABS27.7K shares35.76%2025-09-302025-11-05 VONV VANGUARD SCOTTSDALE FDS40.9K shares-0.39%2025-09-302025-11-05 DFUS DIMENSIONAL ETF TRUST50.2K shares41.09%2025-09-302025-11-05 TOTL SSGA ACTIVE ETF TR89.0K shares1.41%2025-09-302025-11-05 CGMM CAPITAL GROUP EQUITY ETF TR126.4K sharesnew addition2025-09-302025-11-05 KO COCA COLA CO54.3K shares34.99%2025-09-302025-11-05 USMC PRINCIPAL EXCHANGE TRADED FD52.8K shares54.59%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS45.0K shares8.65%2025-09-302025-11-05 ETN EATON CORP PLC9.6K shares25.36%2025-09-302025-11-05 DIVI FRANKLIN TEMPLETON ETF TR94.6K sharesnew addition2025-09-302025-11-05 TJX TJX COS INC NEW24.4K shares23.95%2025-09-302025-11-05 FDEM FIDELITY COVINGTON TRUST114.5K sharesnew addition2025-09-302025-11-05 T AT&T INC121.1K shares28.16%2025-09-302025-11-05 NEAR ISHARES U S ETF TR66.3K shares43211.11%2025-09-302025-11-05 INTU INTUIT4.8K shares24.39%2025-09-302025-11-05 BLK BLACKROCK INC2.8K shares17.61%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC20.6K shares33.95%2025-09-302025-11-05 EFV ISHARES TR48.8K shares0.96%2025-09-302025-11-05 PRXG PRAXIS FDS92.2K shares0.00%2025-09-302025-11-05 VYM VANGUARD WHITEHALL FDS23.3K shares0.50%2025-09-302025-11-05 VLO VALERO ENERGY CORP19.0K shares-0.18%2025-09-302025-11-05 LRCX LAM RESEARCH CORP24.6K shares29.94%2025-09-302025-11-05 WFC WELLS FARGO CO NEW38.1K shares54.23%2025-09-302025-11-05 FSMD FIDELITY COVINGTON TRUST72.4K sharesnew addition2025-09-302025-11-05 GE GE AEROSPACE10.8K shares58.21%2025-09-302025-11-05 MUB ISHARES TR29.6K shares87.99%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC577 shares27.09%2025-09-302025-11-05 LIN LINDE PLC6.6K shares40.29%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST45.4K shares3.67%2025-09-302025-11-05 RTX RTX CORPORATION18.8K shares45.11%2025-09-302025-11-05 XSOE WISDOMTREE TR79.8K shares2.65%2025-09-302025-11-05 CAT CATERPILLAR INC6.4K shares41.76%2025-09-302025-11-05 ONEQ FIDELITY COMWLTH TR33.9K shares45.79%2025-09-302025-11-05 SMMD ISHARES TR39.2K shares-0.17%2025-09-302025-11-05 PRXV PRAXIS FDS97.6K shares0.00%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO8.4K shares31.06%2025-09-302025-11-05 SYK STRYKER CORPORATION7.7K shares36.86%2025-09-302025-11-05 AMAT APPLIED MATLS INC13.8K shares31.20%2025-09-302025-11-05 QUAL ISHARES TR14.5K shares-40.23%2025-09-302025-11-05 MS MORGAN STANLEY17.0K shares44.21%2025-09-302025-11-05 SO SOUTHERN CO29.0K shares22.76%2025-09-302025-11-05 VO VANGUARD INDEX FDS9.3K shares15.39%2025-09-302025-11-05 IJR ISHARES TR22.8K shares4.34%2025-09-302025-11-05 DYNF BLACKROCK ETF TRUST45.9K shares5.96%2025-09-302025-11-05 FLQM FRANKLIN TEMPLETON ETF TR47.6K sharesnew addition2025-09-302025-11-05 MU MICRON TECHNOLOGY INC16.3K shares27.69%2025-09-302025-11-05 DGRO ISHARES TR39.1K shares16.93%2025-09-302025-11-05 VLU SPDR SERIES TRUST13.0K shares60.62%2025-09-302025-11-05 TXN TEXAS INSTRS INC14.3K shares46.05%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC7.5K shares33.73%2025-09-302025-11-05 ASML ASML HOLDING N V2.7K shares22.42%2025-09-302025-11-05 MRK MERCK & CO INC32.8K shares21.94%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC59.2K shares36.63%2025-09-302025-11-05 COF CAPITAL ONE FINL CORP11.2K shares41.72%2025-09-302025-11-05 MTUM ISHARES TR9.8K shares15.85%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC15.3K shares71.38%2025-09-302025-11-05 SPGI S&P GLOBAL INC5.0K shares23.29%2025-09-302025-11-05 LOW LOWES COS INC9.6K shares55.45%2025-09-302025-11-05 KLAC KLA CORP2.2K shares41.63%2025-09-302025-11-05 NEE NEXTERA ENERGY INC31.3K shares35.30%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC5.1K shares33.48%2025-09-302025-11-05 C CITIGROUP INC22.9K shares34.27%2025-09-302025-11-05 CRM SALESFORCE INC9.5K shares24.48%2025-09-302025-11-05 CGNG CAPITAL GROUP NEW GEOGRAPHY75.3K sharesnew addition2025-09-302025-11-05 SAP SAP SE8.8K shares21.16%2025-09-302025-11-05 USIG ISHARES TR43.9K shares118.76%2025-09-302025-11-05 BSX BOSTON SCIENTIFIC CORP23.6K shares34.51%2025-09-302025-11-05 PEP PEPSICO INC16.3K shares30.33%2025-09-302025-11-05 DIS DISNEY WALT CO19.6K shares38.64%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC22.3K shares45.15%2025-09-302025-11-05 QCOM QUALCOMM INC13.4K shares42.50%2025-09-302025-11-05 IVE ISHARES TR10.7K shares3.75%2025-09-302025-11-05 SHY ISHARES TR26.5K shares-0.11%2025-09-302025-11-05 ICE INTERCONTINENTAL EXCHANGE IN13.1K shares20.10%2025-09-302025-11-05 FLMI FRANKLIN TEMPLETON ETF TR88.9K sharesnew addition2025-09-302025-11-05 TMUS T-MOBILE US INC9.2K shares26.80%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC10.8K shares28.96%2025-09-302025-11-05 SPAB SPDR SERIES TRUST84.0K shares5.55%2025-09-302025-11-05 ADI ANALOG DEVICES INC8.8K shares32.01%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING IN7.3K shares32.68%2025-09-302025-11-05 IUSB ISHARES TR46.0K shares-20.40%2025-09-302025-11-05 APH AMPHENOL CORP NEW17.7K shares36.74%2025-09-302025-11-05 EMR EMERSON ELEC CO16.6K shares14.66%2025-09-302025-11-05 HEDJ WISDOMTREE TR42.6K shares7.08%2025-09-302025-11-05 SPYV SPDR SERIES TRUST38.5K shares112.93%2025-09-302025-11-05 GSIE GOLDMAN SACHS ETF TR51.4K shares28.86%2025-09-302025-11-05 UNP UNION PAC CORP8.9K shares33.72%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS26.7K shares1.27%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW17.0K shares20.96%2025-09-302025-11-05 BLV VANGUARD BD INDEX FDS29.1K shares0.82%2025-09-302025-11-05 GSY INVESCO ACTIVELY MANAGED EXC41.2K shares0.00%2025-09-302025-11-05 IYC ISHARES TR19.6K shares3.22%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND8.3K shares13.23%2025-09-302025-11-05 IVW ISHARES TR17.1K shares-5.00%2025-09-302025-11-05 HWM HOWMET AEROSPACE INC10.7K shares8.08%2025-09-302025-11-05 ADBE ADOBE INC5.7K shares25.98%2025-09-302025-11-05 LQD ISHARES TR18.2K shares12.96%2025-09-302025-11-05 DE DEERE & CO4.3K shares35.87%2025-09-302025-11-05 ITW ILLINOIS TOOL WKS INC7.6K shares36.85%2025-09-302025-11-05 GOVT ISHARES TR85.8K shares60.39%2025-09-302025-11-05 IJH ISHARES TR29.9K shares-10.84%2025-09-302025-11-05 MO ALTRIA GROUP INC29.7K shares23.00%2025-09-302025-11-05 ANET ARISTA NETWORKS INC13.5K shares46.68%2025-09-302025-11-05 DFEM DIMENSIONAL ETF TRUST60.1K shares2.85%2025-09-302025-11-05 BSCU INVESCO EXCH TRD SLF IDX FD113.7K shares2.42%2025-09-302025-11-05 ISRG INTUITIVE SURGICAL INC4.4K shares15.42%2025-09-302025-11-05 SBUX STARBUCKS CORP22.2K shares23.93%2025-09-302025-11-05 AMGN AMGEN INC6.9K shares36.40%2025-09-302025-11-05 GEV GE VERNOVA INC3.1K shares59.59%2025-09-302025-11-05 OVL LISTED FDS TR35.5K shares17.87%2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP19.0K shares39.83%2025-09-302025-11-05 IWB ISHARES TR5.1K shares9.73%2025-09-302025-11-05 AZN ASTRAZENECA PLC24.7K shares60.89%2025-09-302025-11-05 CBRE CBRE GROUP INC11.4K shares42.99%2025-09-302025-11-05 DFUV DIMENSIONAL ETF TRUST40.6K shares2.11%2025-09-302025-11-05 MDT MEDTRONIC PLC19.3K shares36.03%2025-09-302025-11-05 CB CHUBB LIMITED6.5K shares23.65%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC28.7K shares32.53%2025-09-302025-11-05 QSIG WISDOMTREE TR36.7K shares1.87%2025-09-302025-11-05 AMP AMERIPRISE FINL INC3.6K shares24.02%2025-09-302025-11-05 CME CME GROUP INC6.6K shares40.95%2025-09-302025-11-05 USFR WISDOMTREE TR35.6K shares1.41%2025-09-302025-11-05 NVS NOVARTIS AG14.3K shares23.12%2025-09-302025-11-05 IQLT ISHARES TR40.5K shares-0.66%2025-09-302025-11-05 HYGV FLEXSHARES TR42.6K shares884.87%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR6.2K shares5.11%2025-09-302025-11-05 IBTK ISHARES TR87.1K shares3.20%2025-09-302025-11-05 QHY WISDOMTREE TR37.0K shares3.18%2025-09-302025-11-05 MMC MARSH & MCLENNAN COS INC8.6K shares34.04%2025-09-302025-11-05 WM WASTE MGMT INC DEL7.8K shares18.73%2025-09-302025-11-05 CEG CONSTELLATION ENERGY CORP5.0K shares34.07%2025-09-302025-11-05 ECL ECOLAB INC6.1K shares27.07%2025-09-302025-11-05 VIGI VANGUARD WHITEHALL FDS18.7K shares20.29%2025-09-302025-11-05 INTC INTEL CORP48.1K shares21.98%2025-09-302025-11-05 QUS SPDR SERIES TRUST9.7K shares-49.74%2025-09-302025-11-05 IYJ ISHARES TR11.3K sharesnew addition2025-09-302025-11-05 MPC MARATHON PETE CORP8.3K shares30.99%2025-09-302025-11-05 DHR DANAHER CORPORATION8.8K shares37.71%2025-09-302025-11-05 WMB WILLIAMS COS INC25.4K shares59.55%2025-09-302025-11-05 PH PARKER-HANNIFIN CORP2.1K shares59.63%2025-09-302025-11-05 CMCSA COMCAST CORP NEW51.1K shares28.34%2025-09-302025-11-05 APP APPLOVIN CORP2.3K shares42.81%2025-09-302025-11-05 PYLD PIMCO ETF TR59.5K shares7.07%2025-09-302025-11-05 IEF ISHARES TR16.5K shares3650.91%2025-09-302025-11-05 HON HONEYWELL INTL INC7.6K shares36.45%2025-09-302025-11-05 CDNS CADENCE DESIGN SYSTEM INC4.5K shares35.35%2025-09-302025-11-05 ESGU ISHARES TR10.8K shares7.35%2025-09-302025-11-05 CVS CVS HEALTH CORP20.4K shares35.37%2025-09-302025-11-05 GILD GILEAD SCIENCES INC13.7K shares56.58%2025-09-302025-11-05 ENB ENBRIDGE INC30.6K shares5.74%2025-09-302025-11-05 CI THE CIGNA GROUP5.3K shares48.07%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS32.1K shares9.11%2025-09-302025-11-05 SONY SONY GROUP CORP51.0K shares20.11%2025-09-302025-11-05 HYD VANECK ETF TRUST29.0K shares532.11%2025-09-302025-11-05 SNPS SYNOPSYS INC3.1K shares38.55%2025-09-302025-11-05 HSBC HSBC HLDGS PLC20.7K shares15.40%2025-09-302025-11-05 MCO MOODYS CORP3.0K shares31.48%2025-09-302025-11-05 MUFG MITSUBISHI UFJ FINL GROUP IN90.1K shares24.35%2025-09-302025-11-05 ADSK AUTODESK INC4.4K shares20.52%2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD5.2K shares62.78%2025-09-302025-11-05 QQQ INVESCO QQQ TR2.4K shares-0.75%2025-09-302025-11-05 USMV ISHARES TR15.0K shares-2.99%2025-09-302025-11-05 MET METLIFE INC17.2K shares16.57%2025-09-302025-11-05 PIEQ PRINCIPAL EXCHANGE TRADED FD44.5K shares22.34%2025-09-302025-11-05 ANGL VANECK ETF TRUST47.0K shares17.99%2025-09-302025-11-05 MCK MCKESSON CORP1.8K shares48.02%2025-09-302025-11-05 IGV ISHARES TR11.9K shares40.20%2025-09-302025-11-05 SHEL SHELL PLC19.0K shares21.64%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS6.4K shares-27.85%2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP4.5K shares20.46%2025-09-302025-11-05 SAN BANCO SANTANDER S.A.131.6K shares13.04%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW5.1K shares20.68%2025-09-302025-11-05 HCA HCA HEALTHCARE INC3.2K shares36.41%2025-09-302025-11-05 PGR PROGRESSIVE CORP5.5K shares60.78%2025-09-302025-11-05 DGCB DIMENSIONAL ETF TRUST24.0K shares4.61%2025-09-302025-11-05 DBND DOUBLELINE ETF TRUST28.4K shares8.97%2025-09-302025-11-05 NOC NORTHROP GRUMMAN CORP2.2K shares45.29%2025-09-302025-11-05 DFCF DIMENSIONAL ETF TRUST30.3K shares6.10%2025-09-302025-11-05 AMT AMERICAN TOWER CORP NEW6.6K shares21.34%2025-09-302025-11-05 WAB WABTEC6.5K shares14.85%2025-09-302025-11-05 VRTX VERTEX PHARMACEUTICALS INC3.2K shares31.26%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO3.7K shares33.49%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO28.1K shares34.30%2025-09-302025-11-05 GUNR FLEXSHARES TR28.3K shares742.88%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP2.5K shares65.59%2025-09-302025-11-05 SCHZ SCHWAB STRATEGIC TR52.3K shares6.67%2025-09-302025-11-05 DFGX DIMENSIONAL ETF TRUST22.7K shares2.97%2025-09-302025-11-05 WELL WELLTOWER INC6.9K shares36.84%2025-09-302025-11-05 CMI CUMMINS INC2.9K shares52.01%2025-09-302025-11-05 VOT VANGUARD INDEX FDS4.2K shares26.65%2025-09-302025-11-05 IAGG ISHARES TR23.7K shares29.74%2025-09-302025-11-05 FI FISERV INC9.3K shares21.01%2025-09-302025-11-05 ORLY OREILLY AUTOMOTIVE INC11.2K shares53.83%2025-09-302025-11-05 L LOEWS 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shares-2.48%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR41.3K shares-20.66%2025-09-302025-11-05 DAL DELTA AIR LINES INC DEL16.6K shares50.16%2025-09-302025-11-05 EPI WISDOMTREE TR21.6K shares6.05%2025-09-302025-11-05 EFA ISHARES TR10.3K shares60.95%2025-09-302025-11-05 PLD PROLOGIS INC.8.3K shares39.89%2025-09-302025-11-05 SLB SCHLUMBERGER LTD27.1K shares37.67%2025-09-302025-11-05 GLDM WORLD GOLD TR12.6K shares98.17%2025-09-302025-11-05 SCHM SCHWAB STRATEGIC TR32.1K shares130.18%2025-09-302025-11-05 APD AIR PRODS & CHEMS INC3.5K shares58.14%2025-09-302025-11-05 SNY SANOFI SA20.5K shares18.46%2025-09-302025-11-05 HOOD ROBINHOOD MKTS INC6.8K shares28.01%2025-09-302025-11-05 SCHP SCHWAB STRATEGIC TR34.5K shares-5.85%2025-09-302025-11-05 ING ING GROEP N.V.35.7K shares28.60%2025-09-302025-11-05 AZO AUTOZONE INC215 shares58.09%2025-09-302025-11-05 SMFG SUMITOMO MITSUI FINL GROUP I54.5K shares23.00%2025-09-302025-11-05 DFAT DIMENSIONAL ETF TRUST15.7K shares0.53%2025-09-302025-11-05 THRO BLACKROCK ETF TRUST24.0K shares2.91%2025-09-302025-11-05 MGC VANGUARD WORLD FD3.7K shares-2.20%2025-09-302025-11-05 RCL ROYAL CARIBBEAN GROUP2.7K shares75.84%2025-09-302025-11-05 JPST J P MORGAN EXCHANGE TRADED F17.5K shares0.29%2025-09-302025-11-05 HLT HILTON WORLDWIDE HLDGS INC3.3K shares30.10%2025-09-302025-11-05 TT TRANE TECHNOLOGIES PLC2.1K shares75.76%2025-09-302025-11-05 QDEF FLEXSHARES TR10.9K sharesnew addition2025-09-302025-11-05 PSC PRINCIPAL EXCHANGE TRADED FD15.1K shares-19.04%2025-09-302025-11-05 TDTT FLEXSHARES TR35.2K shares350.94%2025-09-302025-11-05 CMS CMS ENERGY CORP11.7K shares7.82%2025-09-302025-11-05 OKE ONEOK INC NEW11.6K shares16.03%2025-09-302025-11-05 DFIV DIMENSIONAL ETF TRUST18.4K shares10.70%2025-09-302025-11-05 SCHB SCHWAB STRATEGIC TR32.7K shares4.12%2025-09-302025-11-05 AON AON PLC2.4K shares110.20%2025-09-302025-11-05 OEF ISHARES TR2.5K shares3.63%2025-09-302025-11-05 HBAN HUNTINGTON BANCSHARES INC47.3K shares21.45%2025-09-302025-11-05 F FORD MTR CO67.8K shares43.37%2025-09-302025-11-05 RELX RELX PLC17.2K shares7.22%2025-09-302025-11-05 IQDF FLEXSHARES TR28.4K sharesnew addition2025-09-302025-11-05 PDBC INVESCO ACTVELY MNGD ETC FD59.7K shares65.47%2025-09-302025-11-05 CCL CARNIVAL CORP27.3K shares100.52%2025-09-302025-11-05 BDYN BLACKROCK ETF TRUST31.7K sharesnew addition2025-09-302025-11-05 ELV ELEVANCE HEALTH INC FORMERLY2.5K shares23.73%2025-09-302025-11-05 XEL XCEL ENERGY INC9.9K shares57.76%2025-09-302025-11-05 SUB ISHARES TR7.4K shares-30.94%2025-09-302025-11-05 VBK VANGUARD INDEX FDS2.6K shares52.02%2025-09-302025-11-05 FAST FASTENAL CO16.0K shares48.69%2025-09-302025-11-05 IWN ISHARES TR4.4K shares27.84%2025-09-302025-11-05 PFE PFIZER INC32.7K shares72.65%2025-09-302025-11-05 VGIT VANGUARD SCOTTSDALE FDS13.0K shares-2.67%2025-09-302025-11-05 GIS GENERAL MLS INC15.7K shares17.71%2025-09-302025-11-05 BHP BHP GROUP LTD13.8K shares39.47%2025-09-302025-11-05 HEQT SIMPLIFY EXCHANGE TRADED FUN24.9K shares48.52%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR8.6K shares441.72%2025-09-302025-11-05 ZTS ZOETIS INC5.4K shares49.32%2025-09-302025-11-05 CSGP COSTAR GROUP INC9.1K shares34.34%2025-09-302025-11-05 DRI DARDEN RESTAURANTS INC4.0K shares19.44%2025-09-302025-11-05 NKE NIKE INC11.0K shares37.21%2025-09-302025-11-05 SPG SIMON PPTY GROUP INC NEW4.1K shares69.83%2025-09-302025-11-05 EQIX EQUINIX INC972 shares-4.14%2025-09-302025-11-05 VEEV VEEVA SYS INC2.6K shares36.23%2025-09-302025-11-05 USB US BANCORP DEL15.2K shares45.37%2025-09-302025-11-05 MMM 3M CO4.8K shares103.87%2025-09-302025-11-05 IWX ISHARES TR8.5K shares0.00%2025-09-302025-11-05 MSI MOTOROLA SOLUTIONS INC1.6K shares65.29%2025-09-302025-11-05 TTE TOTALENERGIES SE12.1K shares33.62%2025-09-302025-11-05 JCI JOHNSON CTLS INTL PLC6.9K shares76.05%2025-09-302025-11-05 CTAS CINTAS CORP3.6K shares38.99%2025-09-302025-11-05 MFG MIZUHO FINANCIAL GROUP INC109.1K shares9.90%2025-09-302025-11-05 BK BANK NEW YORK MELLON CORP6.7K shares48.10%2025-09-302025-11-05 KMI KINDER MORGAN INC DEL25.9K shares69.32%2025-09-302025-11-05 VOOV VANGUARD ADMIRAL FDS INC3.7K shares0.00%2025-09-302025-11-05 MTB M & T BK CORP3.7K shares25.38%2025-09-302025-11-05 IDXX IDEXX LABS INC1.2K shares43.67%2025-09-302025-11-05 BP BP PLC20.9K shares56.00%2025-09-302025-11-05 FDX FEDEX CORP3.0K shares32.20%2025-09-302025-11-05 SCHE SCHWAB STRATEGIC TR21.6K shares10.49%2025-09-302025-11-05 GLW CORNING INC8.9K shares272.72%2025-09-302025-11-05 VGSH VANGUARD SCOTTSDALE FDS12.1K shares-0.40%2025-09-302025-11-05 SPSM SPDR SERIES TRUST15.3K shares93.29%2025-09-302025-11-05 SRE SEMPRA7.9K shares58.02%2025-09-302025-11-05 KR KROGER CO10.6K shares55.32%2025-09-302025-11-05 DHI D R HORTON INC4.1K shares59.70%2025-09-302025-11-05 BX BLACKSTONE INC4.0K shares83.40%2025-09-302025-11-05 CTVA CORTEVA INC10.3K shares87.96%2025-09-302025-11-05 SCHA SCHWAB STRATEGIC TR25.0K shares578.46%2025-09-302025-11-05 SRLN SSGA ACTIVE ETF TR16.6K shares264.30%2025-09-302025-11-05 BTI BRITISH AMERN TOB PLC13.0K shares46.75%2025-09-302025-11-05 BDX BECTON DICKINSON & CO3.7K shares40.87%2025-09-302025-11-05 EDIV SPDR INDEX SHS FDS17.6K shares11.11%2025-09-302025-11-05 AMLP ALPS ETF TR14.5K shares258.34%2025-09-302025-11-05 SCHV SCHWAB STRATEGIC TR23.3K shares3.95%2025-09-302025-11-05 BINC BLACKROCK ETF TRUST II12.6K shares37.35%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC6.1K shares46.51%2025-09-302025-11-05 ROK ROCKWELL AUTOMATION INC1.9K shares39.74%2025-09-302025-11-05 KMB KIMBERLY-CLARK CORP5.4K shares6.88%2025-09-302025-11-05 LKFN LAKELAND FINL CORP10.2K shares1.95%2025-09-302025-11-05 IWO ISHARES TR2.1K shares10.11%2025-09-302025-11-05 ROP ROPER TECHNOLOGIES INC1.3K shares30.16%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF10.0K shares146.18%2025-09-302025-11-05 EOG EOG RES INC5.7K shares49.68%2025-09-302025-11-05 AJG GALLAGHER ARTHUR J & CO2.1K shares30.61%2025-09-302025-11-05 GLD SPDR GOLD TR1.8K shares-0.11%2025-09-302025-11-05 VB VANGUARD INDEX FDS2.5K shares95.45%2025-09-302025-11-05 D DOMINION ENERGY INC10.4K shares77.57%2025-09-302025-11-05 VBR VANGUARD INDEX FDS3.0K shares42.70%2025-09-302025-11-05 COIN COINBASE GLOBAL INC1.9K shares91.45%2025-09-302025-11-05 MSCI MSCI INC1.1K shares91.23%2025-09-302025-11-05 AIG AMERICAN INTL GROUP INC7.9K shares68.29%2025-09-302025-11-05 YLD PRINCIPAL EXCHANGE TRADED FD31.6K shares-1.50%2025-09-302025-11-05 TGT TARGET CORP6.9K shares5.92%2025-09-302025-11-05 EXC EXELON CORP13.7K shares26.28%2025-09-302025-11-05 FLOT ISHARES TR11.8K sharesnew addition2025-09-302025-11-05 PEG PUBLIC SVC ENTERPRISE GRP IN7.3K shares48.04%2025-09-302025-11-05 AGZ ISHARES TR5.5K shares-1.28%2025-09-302025-11-05 PULS PGIM ETF TR12.0K sharesnew addition2025-09-302025-11-05 APTV APTIV PLC7.0K shares22.52%2025-09-302025-11-05 FDN FIRST TR EXCHANGE-TRADED FD2.1K shares1.31%2025-09-302025-11-05 AVB AVALONBAY CMNTYS INC3.1K shares32.64%2025-09-302025-11-05 DASH DOORDASH INC2.2K shares80.20%2025-09-302025-11-05 BDVL BLACKROCK ETF TRUST23.5K sharesnew addition2025-09-302025-11-05 NGG NATIONAL GRID PLC8.1K shares39.35%2025-09-302025-11-05 RIO RIO TINTO PLC8.8K shares16.18%2025-09-302025-11-05 GSK GSK PLC14.1K shares65.45%2025-09-302025-11-05 IUSG ISHARES TR3.5K shares-1.87%2025-09-302025-11-05 KKR KKR & CO INC4.3K shares63.12%2025-09-302025-11-05 KEY KEYCORP30.2K shares39.25%2025-09-302025-11-05 LEN LENNAR CORP4.4K shares36.69%2025-09-302025-11-05 DLR DIGITAL RLTY TR INC3.3K shares103.79%2025-09-302025-11-05 AFL AFLAC INC5.0K shares80.71%2025-09-302025-11-05 DTE DTE ENERGY CO3.9K shares57.24%2025-09-302025-11-05 RBLX ROBLOX CORP3.9K shares80.56%2025-09-302025-11-05 GWW GRAINGER W W INC575 shares20.04%2025-09-302025-11-05 STX SEAGATE TECHNOLOGY HLDNGS PL2.4K shares46.34%2025-09-302025-11-05 PAYX PAYCHEX INC4.2K shares59.55%2025-09-302025-11-05 FANG DIAMONDBACK ENERGY INC3.8K shares31.97%2025-09-302025-11-05 A AGILENT TECHNOLOGIES INC4.3K shares59.34%2025-09-302025-11-05 RJF RAYMOND JAMES FINL INC3.0K shares20.99%2025-09-302025-11-05 TEL TE CONNECTIVITY PLC2.5K shares31.26%2025-09-302025-11-05 PSX PHILLIPS 663.9K shares75.36%2025-09-302025-11-05 VTWO VANGUARD SCOTTSDALE FDS5.4K shares-26.66%2025-09-302025-11-05 CRBN ISHARES TR2.3K shares-12.87%2025-09-302025-11-05 ALL ALLSTATE CORP2.5K shares52.19%2025-09-302025-11-05 TDG TRANSDIGM GROUP INC409 shares77.06%2025-09-302025-11-05 EMXC ISHARES INC7.8K shares-7.00%2025-09-302025-11-05 PCAR PACCAR INC5.2K shares81.78%2025-09-302025-11-05 LNG CHENIERE ENERGY INC2.2K shares85.32%2025-09-302025-11-05 NWG NATWEST GROUP PLC37.1K shares19.24%2025-09-302025-11-05 VSS VANGUARD INTL EQUITY INDEX F3.6K shares21.95%2025-09-302025-11-05 SE SEA LTD2.8K shares58.39%2025-09-302025-11-05 UAL UNITED AIRLS HLDGS INC5.2K shares259.09%2025-09-302025-11-05 EBAY EBAY INC.5.6K shares92.14%2025-09-302025-11-05 VRSK VERISK ANALYTICS INC2.1K shares45.22%2025-09-302025-11-05 VXF VANGUARD INDEX FDS2.4K shares32.97%2025-09-302025-11-05 BAI BLACKROCK ETF TRUST14.9K shares110.53%2025-09-302025-11-05 COR CENCORA INC1.6K shares61.87%2025-09-302025-11-05 JNK SPDR SERIES TRUST5.2K shares34.25%2025-09-302025-11-05 DB DEUTSCHE BANK A G14.3K shares91.68%2025-09-302025-11-05 IYE ISHARES TR10.5K sharesnew addition2025-09-302025-11-05 HIG HARTFORD INSURANCE GROUP INC3.8K shares8.18%2025-09-302025-11-05 MPWR MONOLITHIC PWR SYS INC565 shares42.68%2025-09-302025-11-05 HEI HEICO CORP NEW1.6K shares6.42%2025-09-302025-11-05 VWOB VANGUARD WHITEHALL FDS7.3K shares-16.93%2025-09-302025-11-05 UPS UNITED PARCEL SERVICE INC5.8K shares48.19%2025-09-302025-11-05 CARR CARRIER GLOBAL CORPORATION8.2K shares81.69%2025-09-302025-11-05 ALNY ALNYLAM PHARMACEUTICALS INC1.1K shares81.31%2025-09-302025-11-05 GQRE FLEXSHARES TR7.9K sharesnew addition2025-09-302025-11-05 NET CLOUDFLARE INC2.2K shares71.38%2025-09-302025-11-05 WDAY WORKDAY INC1.9K shares124.82%2025-09-302025-11-05 OKLO OKLO INC4.0K sharesnew addition2025-09-302025-11-05 RGA REINSURANCE GRP OF AMERICA I2.4K shares5.25%2025-09-302025-11-05 HMC HONDA MOTOR LTD14.5K shares26.07%2025-09-302025-11-05 BWX SPDR SERIES TRUST20.0K shares117.98%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC1.5K shares50.93%2025-09-302025-11-05 ALC ALCON AG6.2K shares142.57%2025-09-302025-11-05 HPE HEWLETT PACKARD ENTERPRISE C18.8K shares37.90%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available