The Analysis of SYM FINANCIAL Corp's Holdings

Currently, SYM FINANCIAL Corp holds 414 types of securities in its portfolio with a total value $973.3M. In the most recent quarter, they have increased their positions in SCHB (+167.2K shares, valued at $4.4M), VOE (+11.6K shares, valued at $2.1M), GOVT (+64.7K shares, valued at $1.5M); decreased their positions in DFAI (-87.9K shares, valued at $3.3M), VXUS (-21.2K shares, valued at $1.6M), VEA (-8.9K shares, valued at $553.4K); initiated new positions in N/A (+4.8K shares, valued at $784.8K), ROP (+885 shares, valued at $393.9K), MKTX (+2.1K shares, valued at $389.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST6.6M shares-1.31%2025-12-312026-02-13

NTSI WISDOMTREE TR2.4M shares0.23%2025-12-312026-02-13

VOE VANGUARD INDEX FDS559.1K shares2.12%2025-12-312026-02-13

VTI VANGUARD INDEX FDS255.6K shares1.18%2025-12-312026-02-13

GOVT ISHARES TR3.6M shares1.85%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR1.2M shares16.31%2025-12-312026-02-13

VXUS VANGUARD STAR FDS207.4K shares-9.29%2025-12-312026-02-13

AAPL APPLE INC49.6K shares0.78%2025-12-312026-02-13

Sponsored

DOW DOW INC548.5K shares-0.30%2025-12-312026-02-13

NVDA NVIDIA CORPORATION63.8K shares2.20%2025-12-312026-02-13

VIOV VANGUARD ADMIRAL FDS INC120.4K shares-3.78%2025-12-312026-02-13

IEFA ISHARES TR108.2K shares-2.39%2025-12-312026-02-13

MSFT MICROSOFT CORP20.0K shares-3.41%2025-12-312026-02-13

VT VANGUARD INTL EQUITY INDEX F62.7K shares2.16%2025-12-312026-02-13

LLY ELI LILLY & CO6.6K shares2.58%2025-12-312026-02-13

AMZN AMAZON COM INC25.6K shares4.71%2025-12-312026-02-13

Sponsored

VEA VANGUARD TAX-MANAGED FDS90.2K shares-8.95%2025-12-312026-02-13

ALPHABET INC ALPHABET INC17.9K shares9.68%2025-12-312026-02-13

DFAU DIMENSIONAL ETF TRUST118.4K shares4.77%2025-12-312026-02-13

ACWV ISHARES INC45.2K shares6.69%2025-12-312026-02-13

BROADCOM INC BROADCOM INC14.0K shares0.34%2025-12-312026-02-13

SPDW SPDR INDEX SHS FDS101.9K shares47.34%2025-12-312026-02-13

SCHR SCHWAB STRATEGIC TR153.9K shares0.80%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.11.1K shares1.37%2025-12-312026-02-13

Sponsored

META META PLATFORMS INC5.4K shares2.24%2025-12-312026-02-13

QWLD SPDR INDEX SHS FDS23.6K shares-0.12%2025-12-312026-02-13

WMT WALMART INC26.4K shares3.24%2025-12-312026-02-13

AGG ISHARES TR28.6K shares4.61%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR3.4K shares5.22%2025-12-312026-02-13

MA MASTERCARD INCORPORATED4.0K shares-3.27%2025-12-312026-02-13

ESGU ISHARES TR15.0K shares2.84%2025-12-312026-02-13

JPIB J P MORGAN EXCHANGE TRADED F43.7K shares4.44%2025-12-312026-02-13

Sponsored

GE AEROSPACE GE AEROSPACE6.7K shares3.06%2025-12-312026-02-13

TSLA TESLA INC4.6K shares12.17%2025-12-312026-02-13

ACWI ISHARES TR12.7K shares-1.64%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON8.6K shares-3.44%2025-12-312026-02-13

MINT PIMCO ETF TR17.1K shares6.67%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares9.88%2025-12-312026-02-13

ORCL ORACLE CORP7.8K shares12.14%2025-12-312026-02-13

GLD SPDR GOLD TR3.8K shares4.14%2025-12-312026-02-13

Sponsored

CSCO CISCO SYS INC19.2K shares83.07%2025-12-312026-02-13

SPEM SPDR INDEX SHS FDS30.2K shares42.19%2025-12-312026-02-13

ALPHABET INC ALPHABET INC4.5K shares7.12%2025-12-312026-02-13

XOM EXXON MOBIL CORP11.4K shares9.42%2025-12-312026-02-13

NSC NORFOLK SOUTHN CORP4.6K shares-0.09%2025-12-312026-02-13

APH AMPHENOL CORP NEW9.4K shares1.56%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR43.2K shares-5.87%2025-12-312026-02-13

PEP PEPSICO INC8.0K shares5.47%2025-12-312026-02-13

Sponsored

VGT VANGUARD WORLD FD1.5K shares-16.85%2025-12-312026-02-13

TRGP TARGA RES CORP6.1K shares-1.15%2025-12-312026-02-13

LKFN LAKELAND FINL CORP19.3K shares-2.53%2025-12-312026-02-13

GEV GE VERNOVA INC1.7K shares1.03%2025-12-312026-02-13

BKNG BOOKING HOLDINGS INC201 shares1.52%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC3.8K shares7.42%2025-12-312026-02-13

V VISA INC3.0K shares-13.41%2025-12-312026-02-13

CB CHUBB LIMITED3.2K shares45.67%2025-12-312026-02-13

Sponsored

NOW SERVICENOW INC6.2K shares582.16%2025-12-312026-02-13

SNOW SNOWFLAKE INC4.3K shares28.64%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW1.0K shares-21.48%2025-12-312026-02-13

FIX COMFORT SYS USA INC968 shares11.78%2025-12-312026-02-13

JBL JABIL INC3.9K shares-1.99%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC2.7K shares-7.01%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC8.3K shares-6.97%2025-12-312026-02-13

GM GENERAL MTRS CO10.7K shares2.01%2025-12-312026-02-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP5.0K shares-30.14%2025-12-312026-02-13

ABBV ABBVIE INC3.7K shares-14.98%2025-12-312026-02-13

CMI CUMMINS INC1.6K shares2.28%2025-12-312026-02-13

CNC CENTENE CORP DEL19.8K shares123.47%2025-12-312026-02-13

A AGILENT TECHNOLOGIES INC5.8K shares-3.46%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS2.7K shares1.49%2025-12-312026-02-13

ATLASSIAN CORPORATION ATLASSIAN CORPORATION4.8K sharesnew addition2025-12-312026-02-13

PCG PG&E CORP48.3K shares116.08%2025-12-312026-02-13

Sponsored

TPR TAPESTRY INC6.0K shares-7.34%2025-12-312026-02-13

KLAC KLA CORP610 shares1.33%2025-12-312026-02-13

PLTR PALANTIR TECHNOLOGIES INC4.1K shares16.25%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares28.65%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC3.4K shares17.22%2025-12-312026-02-13

SCHG SCHWAB STRATEGIC TR22.1K shares-1.92%2025-12-312026-02-13

HD HOME DEPOT INC2.1K shares-12.97%2025-12-312026-02-13

INTC INTEL CORP19.1K shares-6.62%2025-12-312026-02-13

Sponsored

AMAT APPLIED MATLS INC2.7K shares2.00%2025-12-312026-02-13

JBHT HUNT J B TRANS SVCS INC3.5K shares32.27%2025-12-312026-02-13

EIX EDISON INTL11.5K shares88.52%2025-12-312026-02-13

INTU INTUIT1.0K shares-18.48%2025-12-312026-02-13

CITIGROUP INC CITIGROUP INC5.8K shares1.15%2025-12-312026-02-13

ADBE ADOBE INC1.9K shares3.41%2025-12-312026-02-13

RPM RPM INTL INC6.4K shares-18.59%2025-12-312026-02-13

PNC PNC FINL SVCS GROUP INC3.2K shares-6.03%2025-12-312026-02-13

Sponsored

XEL XCEL ENERGY INC8.9K shares-2.92%2025-12-312026-02-13

WDC WESTERN DIGITAL CORP3.8K shares6.80%2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO12.1K shares60.90%2025-12-312026-02-13

ARISTA NETWORKS INC ARISTA NETWORKS INC5.0K shares5.64%2025-12-312026-02-13

VEEV VEEVA SYS INC2.9K shares-6.34%2025-12-312026-02-13

CPRT COPART INC16.3K shares-7.85%2025-12-312026-02-13

ILMN ILLUMINA INC4.9K shares5.52%2025-12-312026-02-13

NFLX NETFLIX INC6.7K shares905.27%2025-12-312026-02-13

Sponsored

FDX FEDEX CORP2.1K shares11.91%2025-12-312026-02-13

RBLX ROBLOX CORP7.6K shares1.23%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS2.8K shares-19.90%2025-12-312026-02-13

DFAC DIMENSIONAL ETF TRUST15.4K shares-0.07%2025-12-312026-02-13

AME AMETEK INC3.0K shares5.36%2025-12-312026-02-13

DFIC DIMENSIONAL ETF TRUST17.6K shares-0.14%2025-12-312026-02-13

XLE SELECT SECTOR SPDR TR13.6K shares95.17%2025-12-312026-02-13

CAT CATERPILLAR INC1.0K shares6.29%2025-12-312026-02-13

Sponsored

MCD MCDONALDS CORP2.0K shares-2.15%2025-12-312026-02-13

CVX CHEVRON CORP NEW3.9K shares-21.15%2025-12-312026-02-13

VRSK VERISK ANALYTICS INC2.6K shares42.84%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR951 shares-1.76%2025-12-312026-02-13

UNP UNION PAC CORP2.5K shares27.62%2025-12-312026-02-13

INCY INCYTE CORP5.8K shares5.45%2025-12-312026-02-13

AON PLC AON PLC1.6K shares27.05%2025-12-312026-02-13

IDXX IDEXX LABS INC841 shares-4.10%2025-12-312026-02-13

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares48.42%2025-12-312026-02-13

KO COCA COLA CO8.1K shares-0.99%2025-12-312026-02-13

MNST MONSTER BEVERAGE CORP NEW7.4K shares14.26%2025-12-312026-02-13

QUAL ISHARES TR2.8K shares6.51%2025-12-312026-02-13

SCHE SCHWAB STRATEGIC TR17.2K shares9.10%2025-12-312026-02-13

CME CME GROUP INC2.1K shares3.32%2025-12-312026-02-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.2K shares-2.90%2025-12-312026-02-13

UPRO PROSHARES TR4.7K shares-2.03%2025-12-312026-02-13

Sponsored

ZM ZOOM COMMUNICATIONS INC6.3K shares33.99%2025-12-312026-02-13

BAC BANK AMERICA CORP9.8K shares-10.37%2025-12-312026-02-13

DHR DANAHER CORPORATION2.4K shares8.45%2025-12-312026-02-13

WFC WELLS FARGO CO NEW5.6K shares4.89%2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC904 shares2.61%2025-12-312026-02-13

T AT&T INC21.1K shares0.14%2025-12-312026-02-13

ASML ASML HOLDING N V486 shares-0.41%2025-12-312026-02-13

MEDTRONIC PLC MEDTRONIC PLC5.2K shares-3.75%2025-12-312026-02-13

Sponsored

TRV TRAVELERS COMPANIES INC1.7K shares0.70%2025-12-312026-02-13

IUSV ISHARES TR4.9K shares3.67%2025-12-312026-02-13

SYK STRYKER CORPORATION1.4K shares-0.99%2025-12-312026-02-13

MMM 3M CO3.1K shares3.41%2025-12-312026-02-13

COF CAPITAL ONE FINL CORP2.0K shares24.78%2025-12-312026-02-13

FCX FREEPORT-MCMORAN INC9.4K shares58.59%2025-12-312026-02-13

CMG CHIPOTLE MEXICAN GRILL INC12.7K shares67.79%2025-12-312026-02-13

IEMG ISHARES INC6.9K shares0.00%2025-12-312026-02-13

Sponsored

PG PROCTER AND GAMBLE CO3.2K shares-29.42%2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC432 shares2.37%2025-12-312026-02-13

EXPE EXPEDIA GROUP INC1.6K shares4.04%2025-12-312026-02-13

ULTA ULTA BEAUTY INC746 shares0.13%2025-12-312026-02-13

REGN REGENERON PHARMACEUTICALS582 shares31.67%2025-12-312026-02-13

RL RALPH LAUREN CORP1.3K shares2.52%2025-12-312026-02-13

STLD STEEL DYNAMICS INC2.6K shares0.34%2025-12-312026-02-13

BYLD ISHARES TR19.3K shares0.78%2025-12-312026-02-13

Sponsored

ABNB AIRBNB INC3.2K shares65.18%2025-12-312026-02-13

HAL HALLIBURTON CO15.5K shares9.57%2025-12-312026-02-13

HSBC HSBC HLDGS PLC5.5K shares0.42%2025-12-312026-02-13

CINF CINCINNATI FINL CORP2.7K shares0.38%2025-12-312026-02-13

TOL TOLL BROTHERS INC3.2K shares1.20%2025-12-312026-02-13

ORLY OREILLY AUTOMOTIVE INC4.7K shares2.59%2025-12-312026-02-13

PGR PROGRESSIVE CORP1.9K shares9.72%2025-12-312026-02-13

SYF SYNCHRONY FINANCIAL5.1K shares0.27%2025-12-312026-02-13

Sponsored

JCI JOHNSON CTLS INTL PLC3.6K shares-0.33%2025-12-312026-02-13

DFLV DIMENSIONAL ETF TRUST12.5K shares0.00%2025-12-312026-02-13

NTRA NATERA INC1.8K shares9.01%2025-12-312026-02-13

GILD GILEAD SCIENCES INC3.4K shares4.44%2025-12-312026-02-13

HWM HOWMET AEROSPACE INC2.0K shares-0.54%2025-12-312026-02-13

NVS NOVARTIS AG3.0K shares5.24%2025-12-312026-02-13

SAN BANCO SANTANDER SA35.1K shares0.72%2025-12-312026-02-13

MO ALTRIA GROUP INC7.1K shares-16.79%2025-12-312026-02-13

Sponsored

NATWEST GROUP PLC NATWEST GROUP PLC23.1K shares0.07%2025-12-312026-02-13

MLM MARTIN MARIETTA MATLS INC647 shares-0.92%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.69%2025-12-312026-02-13

HOOD ROBINHOOD MKTS INC3.5K shares-32.63%2025-12-312026-02-13

VRT VERTIV HOLDINGS CO2.4K shares3.29%2025-12-312026-02-13

ROP ROPER TECHNOLOGIES INC885 sharesnew addition2025-12-312026-02-13

TT TRANE TECHNOLOGIES PLC1.0K shares-6.94%2025-12-312026-02-13

ECL ECOLAB INC1.5K shares-2.62%2025-12-312026-02-13

Sponsored

MKTX MARKETAXESS HLDGS INC2.1K sharesnew addition2025-12-312026-02-13

ROL ROLLINS INC6.5K shares5.79%2025-12-312026-02-13

ABT ABBOTT LABS3.1K shares-18.13%2025-12-312026-02-13

CFG CITIZENS FINL GROUP INC6.6K shares11.23%2025-12-312026-02-13

CRM SALESFORCE INC1.5K shares-10.02%2025-12-312026-02-13

TRU TRANSUNION4.5K shares-5.44%2025-12-312026-02-13

DIS DISNEY WALT CO3.4K shares5.54%2025-12-312026-02-13

IT GARTNER INC1.5K sharesnew addition2025-12-312026-02-13

Sponsored

GS GOLDMAN SACHS GROUP INC431 shares4.11%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP783 shares24.09%2025-12-312026-02-13

UAL UNITED AIRLS HLDGS INC3.4K shares5.85%2025-12-312026-02-13

VLO VALERO ENERGY CORP2.3K shares0.83%2025-12-312026-02-13

MDY SPDR S&P MIDCAP 400 ETF TR618 shares3.00%2025-12-312026-02-13

IQV IQVIA HLDGS INC1.7K shares9.48%2025-12-312026-02-13

LINDE PLC LINDE PLC872 shares-28.23%2025-12-312026-02-13

IJS ISHARES TR3.3K shares0.00%2025-12-312026-02-13

Sponsored

VRSN VERISIGN INC1.5K shares-7.68%2025-12-312026-02-13

CIEN CIENA CORP1.6K shares4.93%2025-12-312026-02-13

DAL DELTA AIR LINES INC DEL5.2K shares8.56%2025-12-312026-02-13

UPS UNITED PARCEL SERVICE INC3.6K sharesnew addition2025-12-312026-02-13

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares1.06%2025-12-312026-02-13

IVW ISHARES TR2.9K shares0.00%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC8.6K shares5.01%2025-12-312026-02-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares3.01%2025-12-312026-02-13

Sponsored

MDB MONGODB INC824 shares6.46%2025-12-312026-02-13

MTUM ISHARES TR1.4K shares4.94%2025-12-312026-02-13

VO VANGUARD INDEX FDS1.2K shares3.70%2025-12-312026-02-13

TFX TELEFLEX INCORPORATED2.8K shares-11.41%2025-12-312026-02-13

STT STATE STR CORP2.6K shares1.62%2025-12-312026-02-13

NOC NORTHROP GRUMMAN CORP594 shares-1.00%2025-12-312026-02-13

MUFG MITSUBISHI UFJ FINL GROUP IN21.3K shares2.81%2025-12-312026-02-13

TJX TJX COS INC NEW2.2K shares32.35%2025-12-312026-02-13

Sponsored

URTH ISHARES INC1.8K shares17.08%2025-12-312026-02-13

PYPL PAYPAL HLDGS INC5.7K shares46.73%2025-12-312026-02-13

RTX RTX CORPORATION1.8K shares19.45%2025-12-312026-02-13

SCHW SCHWAB CHARLES CORP3.3K shares-0.27%2025-12-312026-02-13

LVS LAS VEGAS SANDS CORP5.1K sharesnew addition2025-12-312026-02-13

MFG MIZUHO FINANCIAL GROUP INC44.5K shares1.65%2025-12-312026-02-13

PSX PHILLIPS 662.5K shares17.47%2025-12-312026-02-13

FHI FEDERATED HERMES INC6.2K shares-7.35%2025-12-312026-02-13

Sponsored

PM PHILIP MORRIS INTL INC2.0K shares-9.49%2025-12-312026-02-13

QCOM QUALCOMM INC1.9K shares9.64%2025-12-312026-02-13

SONY SONY GROUP CORP12.5K shares-0.77%2025-12-312026-02-13

BBVA BANCO BILBAO VIZCAYA ARGENTA13.7K shares-1.77%2025-12-312026-02-13

HBAN HUNTINGTON BANCSHARES INC18.2K shares3.95%2025-12-312026-02-13

BDX BECTON DICKINSON & CO1.6K shares28.72%2025-12-312026-02-13

FTI TECHNIPFMC PLC7.0K shares5.55%2025-12-312026-02-13

CG CARLYLE GROUP INC5.3K shares-26.77%2025-12-312026-02-13

Sponsored

ADI ANALOG DEVICES INC1.2K shares2.77%2025-12-312026-02-13

TOTL SSGA ACTIVE ETF TR7.7K shares0.72%2025-12-312026-02-13

CVS CVS HEALTH CORP3.9K shares0.64%2025-12-312026-02-13

DVN DEVON ENERGY CORP NEW8.4K shares2.31%2025-12-312026-02-13

BCS BARCLAYS PLC12.0K shares-0.79%2025-12-312026-02-13

DINO HF SINCLAIR CORP6.6K shares3.80%2025-12-312026-02-13

DHI D R HORTON INC2.1K shares19.78%2025-12-312026-02-13

GLOF ISHARES TR5.7K shares0.00%2025-12-312026-02-13

Sponsored

AMT AMERICAN TOWER CORP NEW1.7K sharesnew addition2025-12-312026-02-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.3K shares-2.67%2025-12-312026-02-13

LNC LINCOLN NATL CORP IND6.7K shares0.83%2025-12-312026-02-13

GSK PLC GSK PLC6.0K shares-0.28%2025-12-312026-02-13

EVRG EVERGY INC4.0K shares0.35%2025-12-312026-02-13

TXT TEXTRON INC3.4K shares19.98%2025-12-312026-02-13

CCK CROWN HLDGS INC2.8K shares-12.92%2025-12-312026-02-13

ALNY ALNYLAM PHARMACEUTICALS INC729 shares8.00%2025-12-312026-02-13

Sponsored

MTZ MASTEC INC1.3K shares0.00%2025-12-312026-02-13

NBIX NEUROCRINE BIOSCIENCES INC2.0K shares15.98%2025-12-312026-02-13

TYL TYLER TECHNOLOGIES INC635 shares7.81%2025-12-312026-02-13

DASH DOORDASH INC1.3K shares-37.24%2025-12-312026-02-13

MT ARCELORMITTAL SA LUXEMBOURG6.2K shares7.05%2025-12-312026-02-13

COP CONOCOPHILLIPS3.0K shares9.11%2025-12-312026-02-13

MANH MANHATTAN ASSOCIATES INC1.6K shares-5.51%2025-12-312026-02-13

EXEL EXELIXIS INC6.4K shares20.13%2025-12-312026-02-13

Sponsored

ADSK AUTODESK INC948 shares35.43%2025-12-312026-02-13

BBY BEST BUY INC4.2K shares48.86%2025-12-312026-02-13

USMV ISHARES TR3.0K shares5.98%2025-12-312026-02-13

ZS ZSCALER INC1.2K shares-9.59%2025-12-312026-02-13

XLY SELECT SECTOR SPDR TR2.3K shares57.94%2025-12-312026-02-13

DISV DIMENSIONAL ETF TRUST7.3K shares-4.60%2025-12-312026-02-13

FTNT FORTINET INC3.5K shares27.37%2025-12-312026-02-13

AXS AXIS CAP HLDGS LTD2.6K shares0.78%2025-12-312026-02-13

Sponsored

CRH PLC CRH PLC2.2K shares2.36%2025-12-312026-02-13

LECO LINCOLN ELEC HLDGS INC1.2K shares3.78%2025-12-312026-02-13

IVE ISHARES TR1.3K shares0.00%2025-12-312026-02-13

DRAFTKINGS INC NEW DRAFTKINGS INC NEW7.9K sharesnew addition2025-12-312026-02-13

KMX CARMAX INC7.0K sharesnew addition2025-12-312026-02-13

CMCSA COMCAST CORP NEW9.0K sharesnew addition2025-12-312026-02-13

KR KROGER CO4.3K shares-0.19%2025-12-312026-02-13

BMRN BIOMARIN PHARMACEUTICAL INC4.5K shares-1.55%2025-12-312026-02-13

Sponsored

BK BANK NEW YORK MELLON CORP2.3K shares6.25%2025-12-312026-02-13

SAP SAP SE1.1K shares-17.93%2025-12-312026-02-13

UGI UGI CORP NEW7.0K shares-0.24%2025-12-312026-02-13

NTRS NORTHERN TR CORP1.9K shares6.05%2025-12-312026-02-13

HII HUNTINGTON INGALLS INDS INC770 sharesnew addition2025-12-312026-02-13

MMC MARSH & MCLENNAN COS INC1.4K shares39.74%2025-12-312026-02-13

RGLD ROYAL GOLD INC1.2K shares3.17%2025-12-312026-02-13

VLY VALLEY NATL BANCORP22.3K shares0.20%2025-12-312026-02-13

Sponsored

EVR EVERCORE INC759 shares1.61%2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC805 shares-1.35%2025-12-312026-02-13

UTHR UNITED THERAPEUTICS CORP DEL526 sharesnew addition2025-12-312026-02-13

WAB WABTEC1.2K shares2.13%2025-12-312026-02-13

ELV ELEVANCE HEALTH INC FORMERLY725 sharesnew addition2025-12-312026-02-13

ET ENERGY TRANSFER L P15.3K shares0.00%2025-12-312026-02-13

GSIE GOLDMAN SACHS ETF TR5.9K shares16.08%2025-12-312026-02-13

AXTA AXALTA COATING SYS LTD7.8K sharesnew addition2025-12-312026-02-13

Sponsored

TAK TAKEDA PHARMACEUTICAL CO LTD16.0K shares-32.75%2025-12-312026-02-13

PTY PIMCO CORPORATE & INCOME OPP19.3K shares3.25%2025-12-312026-02-13

IQLT ISHARES TR5.4K shares3.31%2025-12-312026-02-13

CTAS CINTAS CORP1.3K shares-3.86%2025-12-312026-02-13

ETSY ETSY INC4.4K shares-12.59%2025-12-312026-02-13

LOW LOWES COS INC995 sharesnew addition2025-12-312026-02-13

UNILEVER PLC UNILEVER PLC3.6K sharesnew addition2025-12-312026-02-13

IWS ISHARES TR1.7K shares0.00%2025-12-312026-02-13

Sponsored

VIS VANGUARD WORLD FD781 shares0.00%2025-12-312026-02-13

MEDP MEDPACE HLDGS INC412 sharesnew addition2025-12-312026-02-13

AEP AMERICAN ELEC PWR CO INC2.0K shares-0.94%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares4.17%2025-12-312026-02-13

AMGN AMGEN INC700 shares-39.39%2025-12-312026-02-13

ETR ENTERGY CORP NEW2.5K shares-1.94%2025-12-312026-02-13

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI11.8K shares0.00%2025-12-312026-02-13

AMP AMERIPRISE FINL INC467 sharesnew addition2025-12-312026-02-13

Sponsored

HLT HILTON WORLDWIDE HLDGS INC796 shares-0.38%2025-12-312026-02-13

UBER UBER TECHNOLOGIES INC2.8K shares-57.21%2025-12-312026-02-13

USB US BANCORP DEL4.3K sharesnew addition2025-12-312026-02-13

WM WASTE MGMT INC DEL1.0K shares-7.53%2025-12-312026-02-13

ALL ALLSTATE CORP1.1K shares8.58%2025-12-312026-02-13

FHN FIRST HORIZON CORPORATION9.4K shares0.61%2025-12-312026-02-13

EME EMCOR GROUP INC367 shares9.88%2025-12-312026-02-13

VB VANGUARD INDEX FDS869 shares0.00%2025-12-312026-02-13

Sponsored

PFE PFIZER INC9.0K shares-25.17%2025-12-312026-02-13

NUE NUCOR CORP1.4K sharesnew addition2025-12-312026-02-13

GRMN GARMIN LTD1.1K shares-17.23%2025-12-312026-02-13

AZO AUTOZONE INC64 shares-25.58%2025-12-312026-02-13

ANF ABERCROMBIE & FITCH CO1.7K sharesnew addition2025-12-312026-02-13

NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR8.0K shares0.00%2025-12-312026-02-13

OSK OSHKOSH CORP1.7K shares0.12%2025-12-312026-02-13

Sponsored

HAE HAEMONETICS CORP MASS2.7K sharesnew addition2025-12-312026-02-13

UBS UBS GROUP AG4.6K sharesnew addition2025-12-312026-02-13

ZTS ZOETIS INC1.7K shares-31.38%2025-12-312026-02-13

LYFT LYFT INC10.8K shares6.55%2025-12-312026-02-13

JPST J P MORGAN EXCHANGE TRADED F4.1K shares-2.90%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN807 shares-2.06%2025-12-312026-02-13

MCK MCKESSON CORP253 sharesnew addition2025-12-312026-02-13

BTI BRITISH AMERN TOB PLC3.6K sharesnew addition2025-12-312026-02-13

Sponsored

ISRG INTUITIVE SURGICAL INC363 sharesnew addition2025-12-312026-02-13

PEN PENUMBRA INC661 sharesnew addition2025-12-312026-02-13

THC TENET HEALTHCARE CORP1.0K shares-12.22%2025-12-312026-02-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC902 shares-1.31%2025-12-312026-02-13

TER TERADYNE INC1.1K sharesnew addition2025-12-312026-02-13

MPLX MPLX LP3.8K sharesnew addition2025-12-312026-02-13

EA ELECTRONIC ARTS INC998 sharesnew addition2025-12-312026-02-13

CGSM CAPITAL GRP FIXED INCM ETF T7.7K sharesnew addition2025-12-312026-02-13

Sponsored

HCA HCA HEALTHCARE INC436 sharesnew addition2025-12-312026-02-13

SSNC SS&C TECHNOLOGIES HLDGS INC2.3K shares-0.94%2025-12-312026-02-13

CHTR CHARTER COMMUNICATIONS INC N960 shares-24.65%2025-12-312026-02-13

DOV DOVER CORP1.0K sharesnew addition2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR1.4K shares100.00%2025-12-312026-02-13

DFEM DIMENSIONAL ETF TRUST5.9K shares-22.42%2025-12-312026-02-13

ITOT ISHARES TR1.3K shares0.00%2025-12-312026-02-13

TQQQ PROSHARES TR3.5K shares100.00%2025-12-312026-02-13

Sponsored

EFAV ISHARES TR2.1K shares0.00%2025-12-312026-02-13

VUG VANGUARD INDEX FDS353 shares0.00%2025-12-312026-02-13

IWF ISHARES TR359 shares51.48%2025-12-312026-02-13

XLI SELECT SECTOR SPDR TR1.1K shares-28.53%2025-12-312026-02-13

PPA INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2025-12-312026-02-13

OWL BLUE OWL CAPITAL INC10.6K sharesnew addition2025-12-312026-02-13

ADT ADT INC DEL19.4K shares9.20%2025-12-312026-02-13

XLV SELECT SECTOR SPDR TR981 shares-32.85%2025-12-312026-02-13

Sponsored

IWD ISHARES TR695 shares31.88%2025-12-312026-02-13

NMR NOMURA HLDGS INC15.2K shares6.93%2025-12-312026-02-13

DNP DNP SELECT INCOME FD INC12.7K shares1.95%2025-12-312026-02-13

DFUS DIMENSIONAL ETF TRUST1.6K shares30.31%2025-12-312026-02-13

SCHM SCHWAB STRATEGIC TR3.8K shares-11.01%2025-12-312026-02-13

EMXC ISHARES INC1.6K shares-9.73%2025-12-312026-02-13

XSVM INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-12-312026-02-13

VXF VANGUARD INDEX FDS527 shares-62.11%2025-12-312026-02-13

Sponsored

VBR VANGUARD INDEX FDS500 shares0.00%2025-12-312026-02-13

IWO ISHARES TR318 shares-23.92%2025-12-312026-02-13

JPEM J P MORGAN EXCHANGE TRADED F1.7K shares0.00%2025-12-312026-02-13

WEN WENDYS CO12.0K shares-19.04%2025-12-312026-02-13

RPV INVESCO EXCHANGE TRADED FD T933 shares30.31%2025-12-312026-02-13

IWP ISHARES TR676 shares0.00%2025-12-312026-02-13

IYW ISHARES TR454 shares0.00%2025-12-312026-02-13

LYG LLOYDS BANKING GROUP PLC16.8K shares5.86%2025-12-312026-02-13

Sponsored

FNDX SCHWAB STRATEGIC TR2.9K shares0.00%2025-12-312026-02-13

GAB GABELLI EQUITY TR INC12.0K shares2.41%2025-12-312026-02-13

IWM ISHARES TR299 shares12.41%2025-12-312026-02-13

DFIV DIMENSIONAL ETF TRUST1.4K shares23.63%2025-12-312026-02-13

IWB ISHARES TR178 shares0.00%2025-12-312026-02-13

XLF SELECT SECTOR SPDR TR1.2K shares0.00%2025-12-312026-02-13

ISCF ISHARES TR1.5K shares0.00%2025-12-312026-02-13

SMLF ISHARES TR815 shares0.00%2025-12-312026-02-13

Sponsored

FDIS FIDELITY COVINGTON TRUST524 sharesnew addition2025-12-312026-02-13

WIT WIPRO LTD16.8K shares12.38%2025-12-312026-02-13

IYK ISHARES TR679 shares-49.48%2025-12-312026-02-13

VTV VANGUARD INDEX FDS228 shares240.30%2025-12-312026-02-13

BOND PIMCO ETF TR462 shares-9.06%2025-12-312026-02-13

DFUV DIMENSIONAL ETF TRUST894 shares0.00%2025-12-312026-02-13

FNCL FIDELITY COVINGTON TRUST500 sharesnew addition2025-12-312026-02-13

FNDE SCHWAB STRATEGIC TR1.1K shares0.00%2025-12-312026-02-13

Sponsored

FLOT ISHARES TR725 shares0.00%2025-12-312026-02-13

FHLC FIDELITY COVINGTON TRUST468 sharesnew addition2025-12-312026-02-13

SPHQ INVESCO EXCHANGE TRADED FD T442 shares0.00%2025-12-312026-02-13

ITA ISHARES TR150 shares-40.00%2025-12-312026-02-13

EFA ISHARES TR334 shares0.00%2025-12-312026-02-13

JPIN J P MORGAN EXCHANGE TRADED F466 shares-12.24%2025-12-312026-02-13

FIDU FIDELITY COVINGTON TRUST365 sharesnew addition2025-12-312026-02-13

IJH ISHARES TR455 shares-86.56%2025-12-312026-02-13

Sponsored

MXI ISHARES TR298 shares0.68%2025-12-312026-02-13

IJK ISHARES TR281 shares40.50%2025-12-312026-02-13

GRAB GRAB HOLDINGS LIMITED5.4K shares-0.38%2025-12-312026-02-13

VFH VANGUARD WORLD FD196 shares-78.20%2025-12-312026-02-13

VIOG VANGUARD ADMIRAL FDS INC214 shares55.07%2025-12-312026-02-13

NTSX WISDOMTREE TR472 shares0.21%2025-12-312026-02-13

EFV ISHARES TR362 sharesnew addition2025-12-312026-02-13

SOXX ISHARES TR83 shares0.00%2025-12-312026-02-13

Sponsored

REET ISHARES TR948 shares0.00%2025-12-312026-02-13

IMCG ISHARES TR282 sharesnew addition2025-12-312026-02-13

FTEC FIDELITY COVINGTON TRUST100 sharesnew addition2025-12-312026-02-13

XLC SELECT SECTOR SPDR TR175 shares-83.83%2025-12-312026-02-13

IXC ISHARES TR475 shares-24.24%2025-12-312026-02-13

FSTA FIDELITY COVINGTON TRUST395 sharesnew addition2025-12-312026-02-13

IMCB ISHARES TR228 shares0.00%2025-12-312026-02-13

IVOV VANGUARD ADMIRAL FDS INC178 shares0.00%2025-12-312026-02-13

Sponsored

DFAS DIMENSIONAL ETF TRUST254 shares0.00%2025-12-312026-02-13

DFSB DIMENSIONAL ETF TRUST299 shares0.00%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T295 sharesnew addition2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F234 shares-2.09%2025-12-312026-02-13

IJR ISHARES TR101 shares-89.59%2025-12-312026-02-13

XLU SELECT SECTOR SPDR TR276 shares100.00%2025-12-312026-02-13

JEPI J P MORGAN EXCHANGE TRADED F200 shares0.00%2025-12-312026-02-13

CGCP CAPITAL GRP FIXED INCM ETF T338 sharesnew addition2025-12-312026-02-13

Sponsored

SMMV ISHARES TR175 sharesnew addition2025-12-312026-02-13

XLP SELECT SECTOR SPDR TR85 shares0.00%2025-12-312026-02-13

DFSU DIMENSIONAL ETF TRUST120 shares0.00%2025-12-312026-02-13

IGEB ISHARES TR112 sharesnew addition2025-12-312026-02-13

HEFA ISHARES TR112 sharesnew addition2025-12-312026-02-13

XLRE SELECT SECTOR SPDR TR86 shares0.00%2025-12-312026-02-13

XLB SELECT SECTOR SPDR TR60 shares-55.22%2025-12-312026-02-13

MUB ISHARES TR25 shares0.00%2025-12-312026-02-13

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F50 shares0.00%2025-12-312026-02-13

HEEM ISHARES INC72 sharesnew addition2025-12-312026-02-13

SCZ ISHARES TR25 sharesnew addition2025-12-312026-02-13

IYH ISHARES TR25 shares0.00%2025-12-312026-02-13

VNQI VANGUARD INTL EQUITY INDEX F35 sharesnew addition2025-12-312026-02-13

FUTY FIDELITY COVINGTON TRUST24 sharesnew addition2025-12-312026-02-13

Call Option Holdings

ALPHABET INC Call CallALPHABET INC100 sharesnew addition2025-12-312026-02-13

GRAB Call CallGRAB HOLDINGS LIMITED5.7K shares0.00%2025-12-312026-02-13

Put Option Holdings

No put option holdings data available