The Analysis of SVB WEALTH LLC's Holdings


Currently, SVB WEALTH LLC holds 405 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in VCRB (+206.2K shares, valued at $16.2M), IWR (+22.4K shares, valued at $2.2M), IWS (+12.1K shares, valued at $1.7M); decreased their positions in AGG (-161.5K shares, valued at $16.2M), AAPL (-34.5K shares, valued at $8.8M), N/A (-10.0K shares, valued at $6.7M); initiated new positions in VCRB (+206.2K shares, valued at $16.2M), IWR (+22.4K shares, valued at $2.2M), N/A (+2.9K shares, valued at $955.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC461.8K shares-6.94%2025-09-302025-11-06history
MSFT MICROSOFT CORP171.5K shares-6.74%2025-09-302025-11-06history
IWY iShares Russell Top 200 Growth322.0K shares-0.19%2025-09-302025-11-06history
BROADCOM INC COM BROADCOM INC COM255.5K shares-5.55%2025-09-302025-11-06history
AMZN AMAZON.COM INC247.2K shares-3.92%2025-09-302025-11-06history
IWX iShares Russell Top 200 Value545.7K shares2.46%2025-09-302025-11-06history
AGG ISHARES TRUST CORE US AGGBD ET455.4K shares-26.18%2025-09-302025-11-06history
Nvidia Corporation Com Nvidia Corporation Com233.1K shares-3.58%2025-09-302025-11-06history
Sponsored
ISHARES TRUST CORE MSCI EAFE E ISHARES TRUST CORE MSCI EAFE E475.5K shares-5.70%2025-09-302025-11-06history
IWS ISHARES RUSSELL MID-CAP VALUE290.8K shares4.33%2025-09-302025-11-06history
JPMORGAN CHASE & CO JPMORGAN CHASE & CO107.4K shares-8.68%2025-09-302025-11-06history
ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A136.2K shares-9.53%2025-09-302025-11-06history
IVV ISHARES CORE S&P 500 ETF44.3K shares-11.89%2025-09-302025-11-06history
SPDR S&P500 ETF TRUST TRUST UN SPDR S&P500 ETF TRUST TRUST UN42.0K shares-19.24%2025-09-302025-11-06history
IWP ISHARES TR RUS MD CP GR ETF190.4K shares6.15%2025-09-302025-11-06history
ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C108.3K shares-4.81%2025-09-302025-11-06history
Sponsored
META PLATFORMS INC CLASS A COM META PLATFORMS INC CLASS A COM32.4K shares-1.70%2025-09-302025-11-06history
ABBVIE INC COM USD0.01 ABBVIE INC COM USD0.0193.9K shares-8.30%2025-09-302025-11-06history
VOO VANGUARD INDEX FUNDS S&P 500 E33.2K shares-8.43%2025-09-302025-11-06history
ISHARES INC CORE MSCI EMERGING ISHARES INC CORE MSCI EMERGING298.2K shares-8.97%2025-09-302025-11-06history
HD HOME DEPOT INC48.5K shares-4.81%2025-09-302025-11-06history
VISA INC VISA INC56.5K shares-4.41%2025-09-302025-11-06history
IWF ISHARES TR RUS 1000 GRW ETF34.8K shares-16.87%2025-09-302025-11-06history
VCRB Vanguard Core Bond ETF206.2K sharesnew addition2025-09-302025-11-06history
Sponsored
ORACLE CORP ORACLE CORP54.8K shares-8.58%2025-09-302025-11-06history
VANGUARD RUSSELL 2000 ETF IV VANGUARD RUSSELL 2000 ETF IV147.3K shares-2.09%2025-09-302025-11-06history
CISCO SYSTEMS INC CISCO SYSTEMS INC201.0K shares-5.98%2025-09-302025-11-06history
BRK.B BERKSHIRE HATHAWAY INC COM USD26.8K shares-2.67%2025-09-302025-11-06history
NETFLIX INC NETFLIX INC10.3K shares-3.51%2025-09-302025-11-06history
COSTCO WHOLESALE CORP COM USD0 COSTCO WHOLESALE CORP COM USD013.3K shares-15.04%2025-09-302025-11-06history
PG PROCTER AND GAMBLE CO COM76.6K shares-4.09%2025-09-302025-11-06history
IBM INTERNATIONAL BUS MACH CORP CO41.5K shares-14.95%2025-09-302025-11-06history
Sponsored
ISHARES TR MSCI USA QLT FCT ISHARES TR MSCI USA QLT FCT57.4K shares-22.39%2025-09-302025-11-06history
EATON CORPORATION PLC EATON CORPORATION PLC29.7K shares-4.79%2025-09-302025-11-06history
EXXON MOBIL CORP EXXON MOBIL CORP98.3K shares-9.49%2025-09-302025-11-06history
WMT WALMART INC COM106.8K shares-8.58%2025-09-302025-11-06history
ABT ABBOTT LABORATORIES82.1K shares-8.24%2025-09-302025-11-06history
TESLA INC COM TESLA INC COM24.1K shares-14.30%2025-09-302025-11-06history
VTI VANGUARD INDEX FDS VANGUARD TO31.8K shares-3.32%2025-09-302025-11-06history
TJX TJX COMPANIES INC70.6K shares-1.71%2025-09-302025-11-06history
Sponsored
ACCENTURE PLC ACCENTURE PLC38.7K shares-2.97%2025-09-302025-11-06history
LHX L3HARRIS TECHNOLOGIES INC COM30.8K shares-15.68%2025-09-302025-11-06history
UNP UNION PAC CORP COM38.0K shares-7.26%2025-09-302025-11-06history
CVX CHEVRON CORP NEW COM57.6K shares-7.15%2025-09-302025-11-06history
IWM ISHARES RUSSELL 2000 ETF36.9K shares-6.91%2025-09-302025-11-06history
MUB ISHARES NATIONAL MUNI BOND ETF76.2K shares-39.59%2025-09-302025-11-06history
BROADRIDGE FINANCIAL SOLUTION BROADRIDGE FINANCIAL SOLUTION31.8K shares-12.42%2025-09-302025-11-06history
ITOT iShares Core S&P Total U.S. St51.8K shares-9.12%2025-09-302025-11-06history
Sponsored
ISHARES TR 0-3 MNTH TREASRY ISHARES TR 0-3 MNTH TREASRY74.6K shares-13.71%2025-09-302025-11-06history
PEP PEPSICO INC53.3K shares5.66%2025-09-302025-11-06history
MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A12.4K shares-10.95%2025-09-302025-11-06history
GVI ISHARES TR INTRM GOV CR ETF65.3K shares21.06%2025-09-302025-11-06history
ADI ANALOG DEVICES INC COM USD0.1628.4K shares-7.84%2025-09-302025-11-06history
MCD MCDONALD S CORP22.8K shares0.11%2025-09-302025-11-06history
IJR ISHARES CORE S&P SMALL-CAP E57.9K shares-26.05%2025-09-302025-11-06history
NEXTERA ENERGY INC COM USD0.01 NEXTERA ENERGY INC COM USD0.0190.4K shares-11.31%2025-09-302025-11-06history
Sponsored
Dimensional International Smal Dimensional International Smal214.1K shares17.77%2025-09-302025-11-06history
INTERCONTINENTAL EXCHANGE INC INTERCONTINENTAL EXCHANGE INC40.1K shares-14.66%2025-09-302025-11-06history
HON HONEYWELL INTERNATIONAL INC32.1K shares-11.59%2025-09-302025-11-06history
ISHARES TR MSCI INTL QUALTY ISHARES TR MSCI INTL QUALTY151.0K shares-25.96%2025-09-302025-11-06history
SCHF SCHWAB INTERNATIONAL EQUITY ET282.8K shares-7.46%2025-09-302025-11-06history
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC14.4K shares-5.66%2025-09-302025-11-06history
EFA ISHARES MSCI EAFE ETF68.0K shares-13.68%2025-09-302025-11-06history
LLY ELI LILLY AND CO7.9K shares11.55%2025-09-302025-11-06history
Sponsored
KINDER MORGAN INC COM USD0.01 KINDER MORGAN INC COM USD0.01209.4K shares-11.71%2025-09-302025-11-06history
WASTE MANAGEMENT INC WASTE MANAGEMENT INC26.8K shares0.40%2025-09-302025-11-06history
JNJ JOHNSON &JOHNSON COM USD1.0030.5K shares-8.31%2025-09-302025-11-06history
MMC MARSH &MCLENNAN COMPANIES INC27.7K shares-11.51%2025-09-302025-11-06history
ROYAL CARIBBEAN GROUP COM USD0 ROYAL CARIBBEAN GROUP COM USD016.9K shares2.45%2025-09-302025-11-06history
ELV ELEVANCE HEALTH INC COM16.7K shares-19.73%2025-09-302025-11-06history
MERCK &CO. INC COM MERCK &CO. INC COM63.1K shares14.56%2025-09-302025-11-06history
UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC14.9K shares-15.94%2025-09-302025-11-06history
Sponsored
Palantir Technologies Inc Palantir Technologies Inc27.6K shares7.28%2025-09-302025-11-06history
AMAT APPLIED MATERIALS INC COM USD024.2K shares7.72%2025-09-302025-11-06history
ISHARES TR MSCI USA VALUE ISHARES TR MSCI USA VALUE39.5K shares-17.59%2025-09-302025-11-06history
SPDR GOLD TR GOLD SHS SPDR GOLD TR GOLD SHS13.8K shares0.77%2025-09-302025-11-06history
SCZ iShares MSCI EAFE Small-Cap ET63.5K shares-0.66%2025-09-302025-11-06history
VALERO ENERGY CORP COM VALERO ENERGY CORP COM28.3K shares-7.32%2025-09-302025-11-06history
GOLDMAN SACHS GROUP INC COM US GOLDMAN SACHS GROUP INC COM US6.0K shares-21.34%2025-09-302025-11-06history
SELECT SECTOR SPDR TRUST TECHN SELECT SECTOR SPDR TRUST TECHN17.0K shares-7.33%2025-09-302025-11-06history
Sponsored
BlackRock Inc BlackRock Inc4.1K shares-6.13%2025-09-302025-11-06history
KO COCA-COLA CO70.0K shares2.21%2025-09-302025-11-06history
APD AIR PRODUCTS AND CHEMICALS INC16.5K shares-10.19%2025-09-302025-11-06history
MEDTRONIC PLC MEDTRONIC PLC46.8K shares-13.96%2025-09-302025-11-06history
DHR DANAHER CORPORATION COM22.2K shares-7.12%2025-09-302025-11-06history
INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 17.2K shares-21.14%2025-09-302025-11-06history
QUEST DIAGNOSTICS INC COM USD0 QUEST DIAGNOSTICS INC COM USD022.6K shares-18.38%2025-09-302025-11-06history
BOOKING HOLDINGS INC COM BOOKING HOLDINGS INC COM799 shares4.31%2025-09-302025-11-06history
Sponsored
VWO VANGUARD INTL EQUITY INDEX FDS79.3K shares-8.57%2025-09-302025-11-06history
VEA VANGUARD FTSE Developed Market71.6K shares-3.44%2025-09-302025-11-06history
KR KROGER CO COM USD1.0062.2K shares-10.86%2025-09-302025-11-06history
ACWX ISHARES TR MSCI ACWI EX US64.2K shares-10.09%2025-09-302025-11-06history
Entergy Corp Entergy Corp44.6K shares-14.98%2025-09-302025-11-06history
GILD GILEAD SCIENCES INC COM USD0.037.1K shares5.07%2025-09-302025-11-06history
SYK STRYKER CORPORATION COM11.0K shares-8.66%2025-09-302025-11-06history
NETEASE INC ADS EACH REPR 25 C NETEASE INC ADS EACH REPR 25 C26.7K shares-3.41%2025-09-302025-11-06history
Sponsored
MCHP MICROCHIP TECHNOLOGY INC. COM62.1K shares-2.73%2025-09-302025-11-06history
REGIONS FINANCIAL CORP NEW COM REGIONS FINANCIAL CORP NEW COM148.2K shares2.38%2025-09-302025-11-06history
VIG VANGUARD SPECIALIZED FUNDS DIV17.9K shares-8.56%2025-09-302025-11-06history
Rtx Corporation Com Rtx Corporation Com23.1K shares-0.13%2025-09-302025-11-06history
AJG ARTHUR J. GALLAGHER & CO.12.4K shares0.62%2025-09-302025-11-06history
IJH ISHARES CORE S&P MID-CAP ETF58.6K shares-7.82%2025-09-302025-11-06history
LRCX Lam Research Corp28.2K shares-0.07%2025-09-302025-11-06history
ADP AUTOMATIC DATA PROCESSING INC12.7K shares3.70%2025-09-302025-11-06history
Sponsored
PFE PFIZER INC143.2K shares-14.78%2025-09-302025-11-06history
SPDR PORTFOLIO S&P 500 VALUE E SPDR PORTFOLIO S&P 500 VALUE E61.7K shares-6.26%2025-09-302025-11-06history
DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW27.5K shares-3.71%2025-09-302025-11-06history
ALTRIA GROUP INC ALTRIA GROUP INC50.7K shares-1.98%2025-09-302025-11-06history
BAC BANK AMERICA CORP COM64.7K shares-2.29%2025-09-302025-11-06history
BMY BRISTOL-MYERS SQUIBB CO COM71.4K shares7.59%2025-09-302025-11-06history
ZOETIS INC ZOETIS INC21.1K shares-9.06%2025-09-302025-11-06history
TMO THERMO FISHER SCIENTIFIC INC6.3K shares-0.74%2025-09-302025-11-06history
Sponsored
IWB iShares Russell 1000 ETF8.3K shares-1.34%2025-09-302025-11-06history
IWN ISHARES RUSSELL 2000 VALUE ETF17.2K shares-32.66%2025-09-302025-11-06history
CONOCOPHILLIPS COM CONOCOPHILLIPS COM31.9K shares5.60%2025-09-302025-11-06history
AMCOR PLC ORD USD0.01 AMCOR PLC ORD USD0.01363.9K shares39.46%2025-09-302025-11-06history
AT&T INC COM USD1 AT&T INC COM USD1105.2K shares-15.49%2025-09-302025-11-06history
PRIMERICA INC COM USD0.01 PRIMERICA INC COM USD0.0110.6K shares-19.24%2025-09-302025-11-06history
VERTEX PHARMACEUTICALS INC VERTEX PHARMACEUTICALS INC7.4K shares-1.23%2025-09-302025-11-06history
ALL ALLSTATE CORP COM USD0.0113.5K shares-0.58%2025-09-302025-11-06history
Sponsored
ARES MANAGEMENT CORPORATION CL ARES MANAGEMENT CORPORATION CL18.0K shares-19.39%2025-09-302025-11-06history
TE Connectivity PLC TE Connectivity PLC13.1K shares0.00%2025-09-302025-11-06history
NISOURCE INC 00500 NISOURCE INC 0050065.4K shares-20.77%2025-09-302025-11-06history
COSTAR GROUP INC COSTAR GROUP INC33.5K shares-5.59%2025-09-302025-11-06history
SHV iShares Short Treasury Bond25.3K shares50.60%2025-09-302025-11-06history
SBUX STARBUCKS CORP COM USD0.00133.1K shares-3.67%2025-09-302025-11-06history
IDEXX LABORATORIES INC COM USD IDEXX LABORATORIES INC COM USD4.3K shares0.28%2025-09-302025-11-06history
SNA SNAP-ON INC7.9K shares2.31%2025-09-302025-11-06history
Sponsored
URI UNITED RENTALS INC2.8K shares-37.94%2025-09-302025-11-06history
EEM ISHARES TRUST MSCI EMG MKTS ET50.4K shares-41.29%2025-09-302025-11-06history
LDOS LEIDOS HOLDINGS INC14.1K shares1.70%2025-09-302025-11-06history
COMCAST CORP COMCAST CORP84.0K shares-12.17%2025-09-302025-11-06history
RSG REPUBLIC SERVICES INC11.4K shares0.70%2025-09-302025-11-06history
VB VANGUARD SMALL-CAP INDEX FUND10.0K shares-19.91%2025-09-302025-11-06history
ANET Arista Networks Inc17.1K shares-30.80%2025-09-302025-11-06history
ADOBE SYSTEMS INCORPORATED COM ADOBE SYSTEMS INCORPORATED COM7.0K shares-15.90%2025-09-302025-11-06history
Sponsored
SCHW SCHWAB CHARLES CORP COM25.3K shares-15.04%2025-09-302025-11-06history
BK BANK OF NEW YORK MELLON CORP C22.2K shares0.24%2025-09-302025-11-06history
AMGN AMGEN INC8.5K shares-0.98%2025-09-302025-11-06history
MDLZ MONDELEZ INTL INC COM NPV38.3K shares-24.51%2025-09-302025-11-06history
EOG RESOURCES INC EOG RESOURCES INC21.3K shares-21.09%2025-09-302025-11-06history
PANW PALO ALTO NETWORKS INC COM USD11.5K shares-11.80%2025-09-302025-11-06history
CME GROUP INC COM CME GROUP INC COM8.3K shares-0.49%2025-09-302025-11-06history
VSS VANGUARD INTL EQUITY INDEX FDS15.8K shares-38.86%2025-09-302025-11-06history
Sponsored
CDW CORP COM USD0.01 CDW CORP COM USD0.0113.6K shares-13.78%2025-09-302025-11-06history
IWR iShares Russell Mid-Cap ETF22.4K sharesnew addition2025-09-302025-11-06history
PRICE T ROWE GROUPS COM USD0.2 PRICE T ROWE GROUPS COM USD0.220.8K shares36.95%2025-09-302025-11-06history
VERIZON COMMUNICATIONS INC VERIZON COMMUNICATIONS INC47.7K shares-13.72%2025-09-302025-11-06history
MAS MASCO CORP COM USD1.0029.6K shares-22.44%2025-09-302025-11-06history
PFF ISHARES TR PFD AND INCM SEC64.9K shares-21.82%2025-09-302025-11-06history
AES CORP AES CORP153.3K shares-19.69%2025-09-302025-11-06history
PPG PPG INDUSTRIES INC COM USD1.6619.2K shares-0.08%2025-09-302025-11-06history
Sponsored
SPDR SER TR S&P PHARMAC SPDR SER TR S&P PHARMAC41.7K shares1.65%2025-09-302025-11-06history
iShares Ultra Short-Term Bond iShares Ultra Short-Term Bond39.2K shares-34.09%2025-09-302025-11-06history
AMERIPRISE FINANCIAL INC COM U AMERIPRISE FINANCIAL INC COM U4.0K shares-0.27%2025-09-302025-11-06history
LOW LOWES COMPANIES INC COM USD0.57.6K shares-17.55%2025-09-302025-11-06history
AGILENT TECHNOLOGIES INC COM U AGILENT TECHNOLOGIES INC COM U14.9K shares-15.14%2025-09-302025-11-06history
OREILLY AUTOMOTIVE INC COM OREILLY AUTOMOTIVE INC COM17.6K shares-2.70%2025-09-302025-11-06history
CI THE CIGNA GROUP COM6.4K shares27.85%2025-09-302025-11-06history
TDY TELEDYNE TECHNOLOGIE3.1K shares-18.91%2025-09-302025-11-06history
Sponsored
AXP AMERICAN EXPRESS CO COM USD0.25.4K shares-9.46%2025-09-302025-11-06history
INTU INTUIT INC2.6K shares-16.23%2025-09-302025-11-06history
TLH iShares 10-20 Year Treasury Bo17.3K shares-48.58%2025-09-302025-11-06history
UAL United Airlines Holdings Inc18.4K shares4.58%2025-09-302025-11-06history
VERISK ANALYTICS INC COM VERISK ANALYTICS INC COM7.0K shares30.40%2025-09-302025-11-06history
POOL CORP COM POOL CORP COM5.6K shares-17.87%2025-09-302025-11-06history
NKE NIKE INC CLASS B COM NPV24.7K shares-23.61%2025-09-302025-11-06history
IWO iShares Russell 2000 Growth ET5.2K shares-20.77%2025-09-302025-11-06history
Sponsored
SCHB Schwab U.S. Broad Market ETF63.5K shares-2.16%2025-09-302025-11-06history
AMD ADVANCED MICRO DEVICES INC10.0K shares-1.79%2025-09-302025-11-06history
SLB SCHLUMBERGER LIMITED COM USD0.46.4K shares-24.57%2025-09-302025-11-06history
CAT CATERPILLAR INC COM3.3K shares-2.98%2025-09-302025-11-06history
CDNS CADENCE DESIGN SYSTEMS INC COM4.4K shares-0.57%2025-09-302025-11-06history
SPDR Bloomberg Barclays 1-3 Mo SPDR Bloomberg Barclays 1-3 Mo16.8K shares-30.05%2025-09-302025-11-06history
SALESFORCE INC COM SALESFORCE INC COM6.5K shares-27.91%2025-09-302025-11-06history
CL COLGATE-PALMOLIVE CO COM USD1.19.0K shares-3.09%2025-09-302025-11-06history
Sponsored
BRK.A Berkshire Hathaway Inc2 shares0.00%2025-09-302025-11-06history
JPMorgan U.S. Quality Factor E JPMorgan U.S. Quality Factor E23.9K shares-7.23%2025-09-302025-11-06history
GE GE AEROSPACE COM NEW5.0K shares-5.56%2025-09-302025-11-06history
EMN EASTMAN CHEM CO COM23.8K shares69.24%2025-09-302025-11-06history
JPMorgan U.S. Value Factor ETF JPMorgan U.S. Value Factor ETF31.2K shares-7.16%2025-09-302025-11-06history
DAL DELTA AIR LINES INC26.1K shares-0.62%2025-09-302025-11-06history
SCHD Schwab US Dividend Equity ETF54.1K shares-9.44%2025-09-302025-11-06history
BBY BEST BUY CO INC COM USD0.1019.3K shares-19.00%2025-09-302025-11-06history
Sponsored
UHS UNIVERSAL HLTH SVCS CLASS B7.1K shares16.52%2025-09-302025-11-06history
CVS CVS HEALTH CORPORATION COM18.9K shares-4.08%2025-09-302025-11-06history
SPDR S&P Dividend ETF SPDR S&P Dividend ETF10.1K shares-11.94%2025-09-302025-11-06history
MCKESSON CORP MCKESSON CORP1.8K shares-3.42%2025-09-302025-11-06history
PGR PROGRESSIVE CORP COM5.6K shares-5.18%2025-09-302025-11-06history
C CITIGROUP INC13.3K shares-17.97%2025-09-302025-11-06history
CAPITAL ONE FINANCIAL CORP COM CAPITAL ONE FINANCIAL CORP COM6.3K shares-4.21%2025-09-302025-11-06history
PM PHILIP MORRIS INTERNATIONAL IN8.3K shares6.72%2025-09-302025-11-06history
Sponsored
HSIC HENRY SCHEIN INC COM20.0K shares3.24%2025-09-302025-11-06history
AVUV Avantis U.S. Small Cap Value13.3K shares30.71%2025-09-302025-11-06history
TYL TYLER TECHNOLOGIES INC2.5K shares-23.26%2025-09-302025-11-06history
SPDR S&P MIDCAP 400 ETF SPDR S&P MIDCAP 400 ETF2.2K shares-6.75%2025-09-302025-11-06history
J P MORGAN EXCHANGE ETF ULTRA J P MORGAN EXCHANGE ETF ULTRA25.6K shares-40.59%2025-09-302025-11-06history
COMM SERVICES SELECT SECTOR COMM SERVICES SELECT SECTOR10.9K shares-2.56%2025-09-302025-11-06history
QCOM QUALCOMM INC7.7K shares6.17%2025-09-302025-11-06history
WORKDAY INC COM USD0.001 CL A WORKDAY INC COM USD0.001 CL A5.3K shares-27.85%2025-09-302025-11-06history
Sponsored
DIS DISNEY WALT CO COM11.0K shares0.61%2025-09-302025-11-06history
EVERGY INC EVERGY INC16.5K shares17.95%2025-09-302025-11-06history
BLACKSTONE INC BLACKSTONE INC7.3K shares-1.67%2025-09-302025-11-06history
EQUINIX INC EQUINIX INC1.6K shares-9.97%2025-09-302025-11-06history
SELECT SECTOR SPDR TR FINANCIA SELECT SECTOR SPDR TR FINANCIA22.7K shares-18.81%2025-09-302025-11-06history
FLEXSHARES TRUST MORNINGSTAR G FLEXSHARES TRUST MORNINGSTAR G27.6K shares-58.89%2025-09-302025-11-06history
MARKETAXESS HOLDINGS INC MARKETAXESS HOLDINGS INC6.9K shares2.84%2025-09-302025-11-06history
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MONSTER BEVERAGE CORP NEW COM MONSTER BEVERAGE CORP NEW COM16.2K shares-16.52%2025-09-302025-11-06history
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EA ELECTRONIC ARTS INC5.4K shares-37.37%2025-09-302025-11-06history
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VANGUARD INFORMATION TECH E VANGUARD INFORMATION TECH E1.3K shares0.00%2025-09-302025-11-06history
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FORTINET INC COM USD0.001 FORTINET INC COM USD0.00111.1K shares-1.29%2025-09-302025-11-06history
MLM MARTIN MARIETTA MATERIALS INC1.4K shares-11.34%2025-09-302025-11-06history
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DLR DIGITAL REALTY TRUST INC3.4K shares-38.88%2025-09-302025-11-06history
CTAS CINTAS CORP2.9K shares0.10%2025-09-302025-11-06history
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BP BP PLC SPONSORED ADR16.2K shares-2.94%2025-09-302025-11-06history
CMI CUMMINS INC1.3K shares-45.23%2025-09-302025-11-06history
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GE HEALTHCARE TECHNOLOGIES INC GE HEALTHCARE TECHNOLOGIES INC7.4K shares10.32%2025-09-302025-11-06history
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DELL TECHNOLOGIES INC CL C DELL TECHNOLOGIES INC CL C2.7K shares-2.60%2025-09-302025-11-06history
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MSI MOTOROLA SOLUTIONS INC797 shares-6.57%2025-09-302025-11-06history
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TRAVELERS COMPANIES INC COM ST TRAVELERS COMPANIES INC COM ST1.3K shares-5.46%2025-09-302025-11-06history
NOC NORTHROP GRUMMAN CORP COM USD1584 shares-30.97%2025-09-302025-11-06history
SPDR PORTFOLIO HIGH YIELD BOND SPDR PORTFOLIO HIGH YIELD BOND14.8K shares0.00%2025-09-302025-11-06history
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VXF VANGUARD EXTENDED MARKET ETF1.4K shares0.00%2025-09-302025-11-06history
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FNCL Fidelity MSCI Financials Index3.8K shares0.00%2025-09-302025-11-06history
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CBRE GROUP INC COM USD0.01 CLA CBRE GROUP INC COM USD0.01 CLA1.8K shares-4.97%2025-09-302025-11-06history
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PEG PUBLIC SVC ENTERPRISE GRP INC3.3K shares-0.66%2025-09-302025-11-06history
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SNPS SYNOPSYS INC450 sharesnew addition2025-09-302025-11-06history
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RMD RESMED INC778 shares-2.38%2025-09-302025-11-06history
KMB KIMBERLY-CLARK CORP COM1.6K shares-0.84%2025-09-302025-11-06history
AON PLC SHS CL A COM USD0.01 AON PLC SHS CL A COM USD0.01571 shares-9.22%2025-09-302025-11-06history
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MIZUHO FINANCIAL GROUP SPON AD MIZUHO FINANCIAL GROUP SPON AD10.7K shares-26.18%2025-09-302025-11-06history
LYG LLOYDS BANKING GROUP PLC SPONS13.2K shares-44.68%2025-09-302025-11-06history
READY CAPITAL CORP COM READY CAPITAL CORP COM12.7K shares-0.33%2025-09-302025-11-06history

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