The Analysis of SYM FINANCIAL Corp's Holdings


Currently, SYM FINANCIAL Corp holds 407 types of securities in its portfolio with a total value $934.7M. In the most recent quarter, they have increased their positions in GOVT (+203.5K shares, valued at $4.7M), VOE (+19.1K shares, valued at $3.3M), DFAI (+81.9K shares, valued at $3.0M); decreased their positions in NVDA (-22.6K shares, valued at $4.2M), VTI (-6.1K shares, valued at $2.0M), META (-2.1K shares, valued at $1.6M); initiated new positions in AME (+2.8K shares, valued at $529.6K), SYK (+1.4K shares, valued at $521.6K), UNP (+2.0K shares, valued at $463.9K); completely sold out of XMMO (previously valued at $520).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares โ–ณ%Event DateReport DateHistory
DFAI DIMENSIONAL ETF TRUST6.7M shares1.24%2025-09-302025-11-03history
NTSI WISDOMTREE TR2.4M shares1.75%2025-09-302025-11-03history
VOE VANGUARD INDEX FDS547.5K shares3.61%2025-09-302025-11-03history
VTI VANGUARD INDEX FDS252.6K shares-2.35%2025-09-302025-11-03history
GOVT ISHARES TR3.5M shares6.19%2025-09-302025-11-03history
SCHB SCHWAB STRATEGIC TR1.0M shares0.32%2025-09-302025-11-03history
VXUS VANGUARD STAR FDS228.6K shares-6.41%2025-09-302025-11-03history
DOW DOW INC550.2K shares0.24%2025-09-302025-11-03history
Sponsored
AAPL APPLE INC49.2K shares-8.43%2025-09-302025-11-03history
VIOV VANGUARD ADMIRAL FDS INC125.2K shares-8.12%2025-09-302025-11-03history
NVDA NVIDIA CORPORATION62.4K shares-26.55%2025-09-302025-11-03history
MSFT MICROSOFT CORP20.7K shares-9.74%2025-09-302025-11-03history
IEFA ISHARES TR110.9K shares0.00%2025-09-302025-11-03history
VT VANGUARD INTL EQUITY INDEX F61.4K shares1.98%2025-09-302025-11-03history
VEA VANGUARD TAX-MANAGED FDS99.0K shares53.40%2025-09-302025-11-03history
AMZN AMAZON COM INC24.4K shares-20.66%2025-09-302025-11-03history
Sponsored
DFAU DIMENSIONAL ETF TRUST113.0K shares2.07%2025-09-302025-11-03history
ACWV ISHARES INC42.4K shares6.44%2025-09-302025-11-03history
LLY ELI LILLY & CO6.4K shares3.74%2025-09-302025-11-03history
AVGO BROADCOM INC13.9K shares-16.52%2025-09-302025-11-03history
GOOGL ALPHABET INC16.4K shares58.80%2025-09-302025-11-03history
META META PLATFORMS INC5.3K shares-28.98%2025-09-302025-11-03history
SCHR SCHWAB STRATEGIC TR152.7K shares-6.70%2025-09-302025-11-03history
JPM JPMORGAN CHASE & CO.11.0K shares8.53%2025-09-302025-11-03history
Sponsored
QWLD SPDR INDEX SHS FDS23.6K shares0.04%2025-09-302025-11-03history
SPDW SPDR INDEX SHS FDS69.2K shares21.74%2025-09-302025-11-03history
AGG ISHARES TR27.3K shares14.08%2025-09-302025-11-03history
WMT WALMART INC25.5K shares-2.22%2025-09-302025-11-03history
MA MASTERCARD INCORPORATED4.1K shares-12.29%2025-09-302025-11-03history
SPY SPDR S&P 500 ETF TR3.2K shares-0.19%2025-09-302025-11-03history
ESGU ISHARES TR14.6K shares14.14%2025-09-302025-11-03history
JPIB J P MORGAN EXCHANGE TRADED F41.9K shares10.41%2025-09-302025-11-03history
Sponsored
GE GE AEROSPACE6.5K shares-8.07%2025-09-302025-11-03history
ORCL ORACLE CORP6.9K shares5.14%2025-09-302025-11-03history
TSLA TESLA INC4.1K shares-0.29%2025-09-302025-11-03history
ACWI ISHARES TR13.0K shares-4.35%2025-09-302025-11-03history
JNJ JOHNSON & JOHNSON8.9K shares3.55%2025-09-302025-11-03history
MINT PIMCO ETF TR16.1K shares30.32%2025-09-302025-11-03history
BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares5.57%2025-09-302025-11-03history
NSC NORFOLK SOUTHN CORP4.6K shares0.20%2025-09-302025-11-03history
Sponsored
VGT VANGUARD WORLD FD1.8K shares-6.92%2025-09-302025-11-03history
GLD SPDR GOLD TR3.6K shares123.08%2025-09-302025-11-03history
LKFN LAKELAND FINL CORP19.8K shares0.09%2025-09-302025-11-03history
SCHD SCHWAB STRATEGIC TR45.9K shares-2.95%2025-09-302025-11-03history
COST COSTCO WHSL CORP NEW1.3K shares-31.52%2025-09-302025-11-03history
V VISA INC3.5K shares9.51%2025-09-302025-11-03history
XOM EXXON MOBIL CORP10.4K shares4.80%2025-09-302025-11-03history
APH AMPHENOL CORP NEW9.3K shares0.89%2025-09-302025-11-03history
Sponsored
BKNG BOOKING HOLDINGS INC198 shares-0.50%2025-09-302025-11-03history
PEP PEPSICO INC7.6K shares-0.90%2025-09-302025-11-03history
RBLX ROBLOX CORP7.5K shares-3.32%2025-09-302025-11-03history
TRGP TARGA RES CORP6.2K shares-0.48%2025-09-302025-11-03history
GOOG ALPHABET INC4.2K shares8.42%2025-09-302025-11-03history
ABBV ABBVIE INC4.4K shares-43.16%2025-09-302025-11-03history
GEV GE VERNOVA INC1.6K shares-1.44%2025-09-302025-11-03history
UNH UNITEDHEALTH GROUP INC2.9K shares-12.61%2025-09-302025-11-03history
Sponsored
SPEM SPDR INDEX SHS FDS21.3K shares17.18%2025-09-302025-11-03history
HD HOME DEPOT INC2.4K shares9.95%2025-09-302025-11-03history
LRCX LAM RESEARCH CORP7.2K shares-21.33%2025-09-302025-11-03history
RPM RPM INTL INC7.9K shares0.50%2025-09-302025-11-03history
VEEV VEEVA SYS INC3.1K shares-12.38%2025-09-302025-11-03history
JBL JABIL INC4.0K shares-0.84%2025-09-302025-11-03history
INTU INTUIT1.3K shares-28.92%2025-09-302025-11-03history
NOW SERVICENOW INC908 shares-32.74%2025-09-302025-11-03history
Sponsored
CPRT COPART INC17.7K shares67.75%2025-09-302025-11-03history
NFLX NETFLIX INC664 shares-2.21%2025-09-302025-11-03history
A AGILENT TECHNOLOGIES INC6.0K shares-34.05%2025-09-302025-11-03history
CVX CHEVRON CORP NEW5.0K shares21.02%2025-09-302025-11-03history
VIG VANGUARD SPECIALIZED FUNDS3.5K shares0.00%2025-09-302025-11-03history
SNOW SNOWFLAKE INC3.3K shares5.26%2025-09-302025-11-03history
MRK MERCK & CO INC8.9K shares10.15%2025-09-302025-11-03history
HOOD ROBINHOOD MKTS INC5.2K shares-6.42%2025-09-302025-11-03history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS2.6K shares-0.30%2025-09-302025-11-03history
XEL XCEL ENERGY INC9.1K shares0.08%2025-09-302025-11-03history
TPR TAPESTRY INC6.5K shares-24.42%2025-09-302025-11-03history
IVV ISHARES TR1.1K shares0.00%2025-09-302025-11-03history
SCHG SCHWAB STRATEGIC TR22.6K shares0.00%2025-09-302025-11-03history
CSCO CISCO SYS INC10.5K shares-5.23%2025-09-302025-11-03history
FIX COMFORT SYS USA INC866 shares0.93%2025-09-302025-11-03history
PG PROCTER AND GAMBLE CO4.6K shares2.99%2025-09-302025-11-03history
Sponsored
INTC INTEL CORP20.5K shares-11.05%2025-09-302025-11-03history
ANET ARISTA NETWORKS INC4.7K shares12.71%2025-09-302025-11-03history
PNC PNC FINL SVCS GROUP INC3.4K shares1.22%2025-09-302025-11-03history
CMI CUMMINS INC1.6K shares0.70%2025-09-302025-11-03history
ADBE ADOBE INC1.9K shares-2.73%2025-09-302025-11-03history
KLAC KLA CORP602 shares0.84%2025-09-302025-11-03history
PLTR PALANTIR TECHNOLOGIES INC3.6K shares2.66%2025-09-302025-11-03history
GM GENERAL MTRS CO10.5K shares-13.92%2025-09-302025-11-03history
Sponsored
UBER UBER TECHNOLOGIES INC6.5K shares-32.38%2025-09-302025-11-03history
XLE SELECT SECTOR SPDR TR7.0K shares-10.17%2025-09-302025-11-03history
CB CHUBB LIMITED2.2K shares20.33%2025-09-302025-11-03history
WEC WEC ENERGY GROUP INC5.4K shares1.01%2025-09-302025-11-03history
MCD MCDONALDS CORP2.0K shares4.00%2025-09-302025-11-03history
DFAC DIMENSIONAL ETF TRUST15.5K shares-1.01%2025-09-302025-11-03history
T AT&T INC21.1K shares-19.19%2025-09-302025-11-03history
MU MICRON TECHNOLOGY INC3.5K shares58.53%2025-09-302025-11-03history
Sponsored
C CITIGROUP INC5.7K shares-25.51%2025-09-302025-11-03history
QQQ INVESCO QQQ TR968 shares5.33%2025-09-302025-11-03history
DFIC DIMENSIONAL ETF TRUST17.6K shares0.00%2025-09-302025-11-03history
LIN LINDE PLC1.2K shares-18.73%2025-09-302025-11-03history
BAC BANK AMERICA CORP11.0K shares12.79%2025-09-302025-11-03history
MO ALTRIA GROUP INC8.6K shares-22.74%2025-09-302025-11-03history
IDXX IDEXX LABS INC877 shares-52.44%2025-09-302025-11-03history
VOO VANGUARD INDEX FDS904 shares-31.67%2025-09-302025-11-03history
Sponsored
DASH DOORDASH INC2.0K shares-10.86%2025-09-302025-11-03history
KO COCA COLA CO8.2K shares-2.39%2025-09-302025-11-03history
AMAT APPLIED MATLS INC2.6K shares-21.05%2025-09-302025-11-03history
CME CME GROUP INC2.0K shares-20.54%2025-09-302025-11-03history
UPRO PROSHARES TR4.8K shares-6.74%2025-09-302025-11-03history
AME AMETEK INC2.8K sharesnew addition2025-09-302025-11-03history
SCHE SCHWAB STRATEGIC TR15.7K shares-0.85%2025-09-302025-11-03history
SYK STRYKER CORPORATION1.4K sharesnew addition2025-09-302025-11-03history
Sponsored
QUAL ISHARES TR2.7K shares0.00%2025-09-302025-11-03history
MDT MEDTRONIC PLC5.4K shares-37.47%2025-09-302025-11-03history
ABT ABBOTT LABS3.8K shares-51.97%2025-09-302025-11-03history
ORLY OREILLY AUTOMOTIVE INC4.6K shares-49.98%2025-09-302025-11-03history
BLK BLACKROCK INC422 shares2.43%2025-09-302025-11-03history
TRV TRAVELERS COMPANIES INC1.7K shares4.27%2025-09-302025-11-03history
ASML ASML HOLDING N V488 shares1.88%2025-09-302025-11-03history
CAT CATERPILLAR INC985 shares-7.25%2025-09-302025-11-03history
Sponsored
IUSV ISHARES TR4.7K shares0.00%2025-09-302025-11-03history
INCY INCYTE CORP5.5K shares-15.86%2025-09-302025-11-03history
AMD ADVANCED MICRO DEVICES INC2.9K shares11.19%2025-09-302025-11-03history
UNP UNION PAC CORP2.0K sharesnew addition2025-09-302025-11-03history
VRSK VERISK ANALYTICS INC1.8K sharesnew addition2025-09-302025-11-03history
MMM 3M CO3.0K shares-19.67%2025-09-302025-11-03history
AON AON PLC1.3K shares4.99%2025-09-302025-11-03history
TT TRANE TECHNOLOGIES PLC1.1K shares-15.43%2025-09-302025-11-03history
Sponsored
IEMG ISHARES INC6.9K shares-41.82%2025-09-302025-11-03history
VRSN VERISIGN INC1.6K shares-25.26%2025-09-302025-11-03history
CG CARLYLE GROUP INC7.2K shares-44.27%2025-09-302025-11-03history
FDX FEDEX CORP1.9K shares59.19%2025-09-302025-11-03history
WFC WELLS FARGO CO NEW5.4K shares1.93%2025-09-302025-11-03history
BYLD ISHARES TR19.2K shares6.24%2025-09-302025-11-03history
TOL TOLL BROTHERS INC3.2K shares-18.74%2025-09-302025-11-03history
ILMN ILLUMINA INC4.6K shares1.05%2025-09-302025-11-03history
Sponsored
MNST MONSTER BEVERAGE CORP NEW6.5K shares-49.13%2025-09-302025-11-03history
DHR DANAHER CORPORATION2.2K sharesnew addition2025-09-302025-11-03history
TMO THERMO FISHER SCIENTIFIC INC881 shares9.85%2025-09-302025-11-03history
WDC WESTERN DIGITAL CORP3.6K shares1.25%2025-09-302025-11-03history
PGR PROGRESSIVE CORP1.7K shares-3.65%2025-09-302025-11-03history
CINF CINCINNATI FINL CORP2.7K shares1.11%2025-09-302025-11-03history
ECL ECOLAB INC1.5K shares48.45%2025-09-302025-11-03history
ZS ZSCALER INC1.4K shares7.00%2025-09-302025-11-03history
Sponsored
MLM MARTIN MARIETTA MATLS INC653 shares-32.75%2025-09-302025-11-03history
DFLV DIMENSIONAL ETF TRUST12.5K shares0.00%2025-09-302025-11-03history
ULTA ULTA BEAUTY INC745 shares-0.80%2025-09-302025-11-03history
HWM HOWMET AEROSPACE INC2.0K shares-20.12%2025-09-302025-11-03history
TRU TRANSUNION4.7K shares-38.29%2025-09-302025-11-03history
JCI JOHNSON CTLS INTL PLC3.6K shares-3.29%2025-09-302025-11-03history
HSBC HSBC HLDGS PLC5.5K shares0.00%2025-09-302025-11-03history
VLO VALERO ENERGY CORP2.3K shares-1.93%2025-09-302025-11-03history
Sponsored
ZM ZOOM COMMUNICATIONS INC4.7K shares-5.29%2025-09-302025-11-03history
RL RALPH LAUREN CORP1.2K shares0.24%2025-09-302025-11-03history
TFX TELEFLEX INCORPORATED3.2K sharesnew addition2025-09-302025-11-03history
CRM SALESFORCE INC1.6K shares-54.97%2025-09-302025-11-03history
AZO AUTOZONE INC86 shares3.61%2025-09-302025-11-03history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares3.39%2025-09-302025-11-03history
NOC NORTHROP GRUMMAN CORP600 shares2.92%2025-09-302025-11-03history
SAN BANCO SANTANDER S.A.34.9K shares3.62%2025-09-302025-11-03history
Sponsored
ICE INTERCONTINENTAL EXCHANGE IN2.2K sharesnew addition2025-09-302025-11-03history
MOH MOLINA HEALTHCARE INC1.9K shares74.52%2025-09-302025-11-03history
NVS NOVARTIS AG2.8K shares-16.37%2025-09-302025-11-03history
SYF SYNCHRONY FINANCIAL5.1K shares2.97%2025-09-302025-11-03history
STLD STEEL DYNAMICS INC2.6K shares-20.61%2025-09-302025-11-03history
DIS DISNEY WALT CO3.2K shares-5.84%2025-09-302025-11-03history
SONY SONY GROUP CORP12.6K shares1.19%2025-09-302025-11-03history
PM PHILIP MORRIS INTL INC2.2K shares-8.59%2025-09-302025-11-03history
Sponsored
IJS ISHARES TR3.3K shares-17.89%2025-09-302025-11-03history
JBHT HUNT J B TRANS SVCS INC2.7K shares4.68%2025-09-302025-11-03history
ROL ROLLINS INC6.1K sharesnew addition2025-09-302025-11-03history
GILD GILEAD SCIENCES INC3.2K shares0.71%2025-09-302025-11-03history
SAP SAP SE1.3K shares-6.80%2025-09-302025-11-03history
VZ VERIZON COMMUNICATIONS INC8.1K shares11.09%2025-09-302025-11-03history
MDY SPDR S&P MIDCAP 400 ETF TR600 shares0.00%2025-09-302025-11-03history
VRT VERTIV HOLDINGS CO2.4K shares0.89%2025-09-302025-11-03history
Sponsored
ZTS ZOETIS INC2.4K shares47.58%2025-09-302025-11-03history
EPD ENTERPRISE PRODS PARTNERS L11.4K shares2.90%2025-09-302025-11-03history
XLY SELECT SECTOR SPDR TR1.5K shares0.00%2025-09-302025-11-03history
MANH MANHATTAN ASSOCIATES INC1.7K shares0.58%2025-09-302025-11-03history
ACN ACCENTURE PLC IRELAND1.4K shares100.70%2025-09-302025-11-03history
CHTR CHARTER COMMUNICATIONS INC N1.3K sharesnew addition2025-09-302025-11-03history
TAK TAKEDA PHARMACEUTICAL CO LTD23.8K shares18.42%2025-09-302025-11-03history
FHI FEDERATED HERMES INC6.7K shares24.85%2025-09-302025-11-03history
Sponsored
HAL HALLIBURTON CO14.1K shares-6.31%2025-09-302025-11-03history
DD DUPONT DE NEMOURS INC4.5K shares-0.18%2025-09-302025-11-03history
ARE ALEXANDRIA REAL ESTATE EQ IN4.2K shares-15.93%2025-09-302025-11-03history
IVW ISHARES TR2.9K shares-26.86%2025-09-302025-11-03history
GD GENERAL DYNAMICS CORP998 sharesnew addition2025-09-302025-11-03history
BMY BRISTOL-MYERS SQUIBB CO7.5K shares-12.20%2025-09-302025-11-03history
COF CAPITAL ONE FINL CORP1.6K shares1.99%2025-09-302025-11-03history
MTUM ISHARES TR1.3K shares0.00%2025-09-302025-11-03history
Sponsored
PCG PG&E CORP22.3K shares31.24%2025-09-302025-11-03history
EIX EDISON INTL6.1K shares-31.65%2025-09-302025-11-03history
DINO HF SINCLAIR CORP6.4K shares0.33%2025-09-302025-11-03history
VO VANGUARD INDEX FDS1.1K shares-5.02%2025-09-302025-11-03history
ETSY ETSY INC5.0K shares-4.80%2025-09-302025-11-03history
MUFG MITSUBISHI UFJ FINL GROUP IN20.7K shares4.15%2025-09-302025-11-03history
GS GOLDMAN SACHS GROUP INC414 shares8.38%2025-09-302025-11-03history
EXPE EXPEDIA GROUP INC1.5K shares5.22%2025-09-302025-11-03history
Sponsored
NWG NATWEST GROUP PLC23.1K shares0.84%2025-09-302025-11-03history
AMGN AMGEN INC1.2K shares-57.68%2025-09-302025-11-03history
SCHW SCHWAB CHARLES CORP3.4K shares1.64%2025-09-302025-11-03history
GRMN GARMIN LTD1.3K shares4.02%2025-09-302025-11-03history
CFG CITIZENS FINL GROUP INC6.0K shares-31.44%2025-09-302025-11-03history
CNC CENTENE CORP DEL8.8K shares126.49%2025-09-302025-11-03history
LMT LOCKHEED MARTIN CORP631 shares7.86%2025-09-302025-11-03history
CCK CROWN HLDGS INC3.2K shares27.22%2025-09-302025-11-03history
Sponsored
TOTL SSGA ACTIVE ETF TR7.7K shares-2.42%2025-09-302025-11-03history
FERG FERGUSON ENTERPRISES INC1.4K shares2.21%2025-09-302025-11-03history
LYV LIVE NATION ENTERTAINMENT IN1.9K shares-53.50%2025-09-302025-11-03history
UAL UNITED AIRLS HLDGS INC3.2K shares1.49%2025-09-302025-11-03history
TYL TYLER TECHNOLOGIES INC589 shares-29.71%2025-09-302025-11-03history
ALNY ALNYLAM PHARMACEUTICALS INC675 shares-28.50%2025-09-302025-11-03history
EVRG EVERGY INC4.0K shares2.03%2025-09-302025-11-03history
ETN EATON CORP PLC816 shares0.49%2025-09-302025-11-03history
Sponsored
PFE PFIZER INC12.0K shares11.78%2025-09-302025-11-03history
HBAN HUNTINGTON BANCSHARES INC17.5K shares0.00%2025-09-302025-11-03history
STT STATE STR CORP2.6K shares4.87%2025-09-302025-11-03history
OZK BANK OZK LITTLE ROCK ARK5.9K shares28.75%2025-09-302025-11-03history
DHI D R HORTON INC1.7K sharesnew addition2025-09-302025-11-03history
CMG CHIPOTLE MEXICAN GRILL INC7.6K shares-59.72%2025-09-302025-11-03history
GLOF ISHARES TR5.7K shares-1.93%2025-09-302025-11-03history
MFG MIZUHO FINANCIAL GROUP INC43.8K shares1.96%2025-09-302025-11-03history
Sponsored
CVS CVS HEALTH CORP3.9K shares-12.60%2025-09-302025-11-03history
PSX PHILLIPS 662.1K shares23.46%2025-09-302025-11-03history
VXF VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-03history
KR KROGER CO4.3K shares1.46%2025-09-302025-11-03history
WDAY WORKDAY INC1.2K sharesnew addition2025-09-302025-11-03history
IQV IQVIA HLDGS INC1.5K shares10.31%2025-09-302025-11-03history
DVN DEVON ENERGY CORP NEW8.2K shares-28.53%2025-09-302025-11-03history
QCOM QUALCOMM INC1.7K shares-0.35%2025-09-302025-11-03history
Sponsored
MTZ MASTEC INC1.3K shares-2.92%2025-09-302025-11-03history
URTH ISHARES INC1.5K shares0.00%2025-09-302025-11-03history
CTAS CINTAS CORP1.3K sharesnew addition2025-09-302025-11-03history
ADI ANALOG DEVICES INC1.1K shares0.09%2025-09-302025-11-03history
TXN TEXAS INSTRS INC1.5K shares-0.46%2025-09-302025-11-03history
DISV DIMENSIONAL ETF TRUST7.7K shares0.00%2025-09-302025-11-03history
DAL DELTA AIR LINES INC DEL4.8K shares-4.16%2025-09-302025-11-03history
NTRA NATERA INC1.7K shares-13.88%2025-09-302025-11-03history
Sponsored
PTY PIMCO CORPORATE & INCOME OPP18.6K shares2.07%2025-09-302025-11-03history
LNC LINCOLN NATL CORP IND6.7K shares2.54%2025-09-302025-11-03history
BBVA BANCO BILBAO VIZCAYA ARGENTA13.9K shares0.21%2025-09-302025-11-03history
USMV ISHARES TR2.8K shares0.00%2025-09-302025-11-03history
IVE ISHARES TR1.3K shares-4.03%2025-09-302025-11-03history
ARW ARROW ELECTRS INC2.2K shares-0.14%2025-09-302025-11-03history
ET ENERGY TRANSFER L P15.3K shares0.00%2025-09-302025-11-03history
FTI TECHNIPFMC PLC6.7K shares1.74%2025-09-302025-11-03history
Sponsored
COP CONOCOPHILLIPS2.8K shares3.12%2025-09-302025-11-03history
PYPL PAYPAL HLDGS INC3.9K shares-15.01%2025-09-302025-11-03history
LECO LINCOLN ELEC HLDGS INC1.1K shares0.82%2025-09-302025-11-03history
GSK GSK PLC6.1K sharesnew addition2025-09-302025-11-03history
CRH CRH PLC2.2K sharesnew addition2025-09-302025-11-03history
RTX RTX CORPORATION1.5K shares3.25%2025-09-302025-11-03history
EVR EVERCORE INC747 sharesnew addition2025-09-302025-11-03history
BCS BARCLAYS PLC12.1K shares-31.91%2025-09-302025-11-03history
Sponsored
BMRN BIOMARIN PHARMACEUTICAL INC4.6K sharesnew addition2025-09-302025-11-03history
REGN REGENERON PHARMACEUTICALS442 sharesnew addition2025-09-302025-11-03history
NBIX NEUROCRINE BIOSCIENCES INC1.8K sharesnew addition2025-09-302025-11-03history
WM WASTE MGMT INC DEL1.1K shares-16.29%2025-09-302025-11-03history
AXS AXIS CAP HLDGS LTD2.6K shares-12.21%2025-09-302025-11-03history
NTRS NORTHERN TR CORP1.8K shares3.18%2025-09-302025-11-03history
DFEM DIMENSIONAL ETF TRUST7.6K shares0.04%2025-09-302025-11-03history
ADP AUTOMATIC DATA PROCESSING IN824 shares-3.96%2025-09-302025-11-03history
Sponsored
MDB MONGODB INC774 sharesnew addition2025-09-302025-11-03history
TJX TJX COS INC NEW1.7K sharesnew addition2025-09-302025-11-03history
THC TENET HEALTHCARE CORP1.2K shares1.73%2025-09-302025-11-03history
BIIB BIOGEN INC1.7K sharesnew addition2025-09-302025-11-03history
ABNB AIRBNB INC2.0K shares4.89%2025-09-302025-11-03history
BK BANK NEW YORK MELLON CORP2.2K sharesnew addition2025-09-302025-11-03history
TXT TEXTRON INC2.8K shares1.86%2025-09-302025-11-03history
VLY VALLEY NATL BANCORP22.3K shares0.37%2025-09-302025-11-03history
Sponsored
ETR ENTERGY CORP NEW2.5K shares1.28%2025-09-302025-11-03history
BDX BECTON DICKINSON & CO1.3K sharesnew addition2025-09-302025-11-03history
WAB WABTEC1.2K shares0.00%2025-09-302025-11-03history
NTNX NUTANIX INC3.2K shares-7.31%2025-09-302025-11-03history
UGI UGI CORP NEW7.1K shares-0.51%2025-09-302025-11-03history
FBDC FIRST TR EXCHNG TRADED FD VI11.8K sharesnew addition2025-09-302025-11-03history
ASH ASHLAND INC4.9K shares-24.38%2025-09-302025-11-03history
IWS ISHARES TR1.7K shares-81.10%2025-09-302025-11-03history
Sponsored
FCX FREEPORT-MCMORAN INC5.9K shares-9.61%2025-09-302025-11-03history
VIS VANGUARD WORLD FD781 shares0.00%2025-09-302025-11-03history
ZBH ZIMMER BIOMET HOLDINGS INC2.3K shares-32.05%2025-09-302025-11-03history
IQLT ISHARES TR5.2K shares0.00%2025-09-302025-11-03history
FTNT FORTINET INC2.7K shares-54.36%2025-09-302025-11-03history
XLI SELECT SECTOR SPDR TR1.5K shares0.00%2025-09-302025-11-03history
RGLD ROYAL GOLD INC1.1K shares-11.25%2025-09-302025-11-03history
AEP AMERICAN ELEC PWR CO INC2.0K sharesnew addition2025-09-302025-11-03history
Sponsored
WING WINGSTOP INC891 shares-18.41%2025-09-302025-11-03history
LYFT LYFT INC10.2K shares-50.06%2025-09-302025-11-03history
ADSK AUTODESK INC700 shares-27.69%2025-09-302025-11-03history
MSCI MSCI INC390 shares-23.08%2025-09-302025-11-03history
OSK OSHKOSH CORP1.7K sharesnew addition2025-09-302025-11-03history
VB VANGUARD INDEX FDS869 shares0.00%2025-09-302025-11-03history
IJH ISHARES TR3.4K shares-4.13%2025-09-302025-11-03history
EXEL EXELIXIS INC5.3K shares-17.86%2025-09-302025-11-03history
Sponsored
RSP INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2025-09-302025-11-03history
EME EMCOR GROUP INC334 shares-29.24%2025-09-302025-11-03history
CIEN CIENA CORP1.5K sharesnew addition2025-09-302025-11-03history
JPST J P MORGAN EXCHANGE TRADED F4.2K shares-0.02%2025-09-302025-11-03history
GWRE GUIDEWIRE SOFTWARE INC936 shares-1.68%2025-09-302025-11-03history
ALL ALLSTATE CORP1.0K sharesnew addition2025-09-302025-11-03history
APP APPLOVIN CORP297 sharesnew addition2025-09-302025-11-03history
BBY BEST BUY INC2.8K sharesnew addition2025-09-302025-11-03history
Sponsored
CGGO CAPITAL GROUP GBL GROWTH EQT6.2K shares-55.58%2025-09-302025-11-03history
FHN FIRST HORIZON CORPORATION9.4K sharesnew addition2025-09-302025-11-03history
DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-03history
SCHX SCHWAB STRATEGIC TR8.0K shares-19.45%2025-09-302025-11-03history
MT ARCELORMITTAL SA LUXEMBOURG5.8K sharesnew addition2025-09-302025-11-03history
AEE AMEREN CORP2.0K sharesnew addition2025-09-302025-11-03history
SSNC SS&C TECHNOLOGIES HLDGS INC2.3K sharesnew addition2025-09-302025-11-03history
HIG HARTFORD INSURANCE GROUP INC1.6K sharesnew addition2025-09-302025-11-03history
Sponsored
GSIE GOLDMAN SACHS ETF TR5.0K shares0.00%2025-09-302025-11-03history
HLT HILTON WORLDWIDE HLDGS INC799 shares1.01%2025-09-302025-11-03history
J JACOBS SOLUTIONS INC1.4K sharesnew addition2025-09-302025-11-03history
MMC MARSH & MCLENNAN COS INC1.0K sharesnew addition2025-09-302025-11-03history
XLV SELECT SECTOR SPDR TR1.5K shares-3.56%2025-09-302025-11-03history
POOL POOL CORP653 sharesnew addition2025-09-302025-11-03history
STM STMICROELECTRONICS N V7.1K sharesnew addition2025-09-302025-11-03history
ALLE ALLEGION PLC1.1K sharesnew addition2025-09-302025-11-03history
Sponsored
TEL TE CONNECTIVITY PLC914 shares-31.33%2025-09-302025-11-03history
XLK SELECT SECTOR SPDR TR679 shares0.00%2025-09-302025-11-03history
ITOT ISHARES TR1.3K shares0.00%2025-09-302025-11-03history
EFAV ISHARES TR2.1K shares-8.41%2025-09-302025-11-03history
TQQQ PROSHARES TR1.7K shares0.00%2025-09-302025-11-03history
VUG VANGUARD INDEX FDS353 shares0.00%2025-09-302025-11-03history
PPA INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2025-09-302025-11-03history
ADT ADT INC DEL17.8K sharesnew addition2025-09-302025-11-03history
Sponsored
WEN WENDYS CO14.9K shares0.00%2025-09-302025-11-03history
IWO ISHARES TR418 shares69.92%2025-09-302025-11-03history
XLC SELECT SECTOR SPDR TR1.1K shares0.00%2025-09-302025-11-03history
SCHM SCHWAB STRATEGIC TR4.3K shares0.00%2025-09-302025-11-03history
DNP DNP SELECT INCOME FD INC12.5K shares1.99%2025-09-302025-11-03history
GTM ZOOMINFO TECHNOLOGIES INC11.1K shares-22.37%2025-09-302025-11-03history
VFH VANGUARD WORLD FD899 shares0.00%2025-09-302025-11-03history
EMXC ISHARES INC1.7K shares0.00%2025-09-302025-11-03history
Sponsored
IJR ISHARES TR970 shares-14.39%2025-09-302025-11-03history
SPMD SPDR SERIES TRUST2.0K sharesnew addition2025-09-302025-11-03history
XSVM INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-09-302025-11-03history
IWF ISHARES TR237 shares0.00%2025-09-302025-11-03history
AMCR AMCOR PLC13.3K shares-24.97%2025-09-302025-11-03history
IWD ISHARES TR527 shares0.00%2025-09-302025-11-03history
VBR VANGUARD INDEX FDS500 shares0.00%2025-09-302025-11-03history
NMR NOMURA HLDGS INC14.3K shares1.50%2025-09-302025-11-03history
Sponsored
JPEM J P MORGAN EXCHANGE TRADED F1.7K shares7.47%2025-09-302025-11-03history
IWP ISHARES TR676 shares0.00%2025-09-302025-11-03history
IYK ISHARES TR1.3K shares0.67%2025-09-302025-11-03history
AEG AEGON LTD11.4K sharesnew addition2025-09-302025-11-03history
DFUS DIMENSIONAL ETF TRUST1.2K shares0.00%2025-09-302025-11-03history
IYW ISHARES TR454 shares0.22%2025-09-302025-11-03history
FINV FINVOLUTION GROUP11.8K shares-6.12%2025-09-302025-11-03history
SDY SPDR SERIES TRUST553 sharesnew addition2025-09-302025-11-03history
Sponsored
FNDX SCHWAB STRATEGIC TR2.9K shares-48.06%2025-09-302025-11-03history
LYG LLOYDS BANKING GROUP PLC15.9K shares17.03%2025-09-302025-11-03history
GAB GABELLI EQUITY TR INC11.8K shares2.40%2025-09-302025-11-03history
RPV INVESCO EXCHANGE TRADED FD T716 shares0.00%2025-09-302025-11-03history
IWB ISHARES TR178 shares0.00%2025-09-302025-11-03history
IWM ISHARES TR266 shares0.00%2025-09-302025-11-03history
XLF SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-11-03history
ISCF ISHARES TR1.5K shares-28.33%2025-09-302025-11-03history
Sponsored
SMLF ISHARES TR815 shares-33.79%2025-09-302025-11-03history
DFIV DIMENSIONAL ETF TRUST1.2K shares0.00%2025-09-302025-11-03history
ITA ISHARES TR250 shares0.00%2025-09-302025-11-03history
BOND PIMCO ETF TR508 shares0.00%2025-09-302025-11-03history
DFUV DIMENSIONAL ETF TRUST894 shares0.00%2025-09-302025-11-03history
WIT WIPRO LTD14.9K shares-37.47%2025-09-302025-11-03history
FNDE SCHWAB STRATEGIC TR1.1K shares-53.45%2025-09-302025-11-03history
FLOT ISHARES TR725 shares0.00%2025-09-302025-11-03history
Sponsored
JPIN J P MORGAN EXCHANGE TRADED F531 shares-37.01%2025-09-302025-11-03history
GRAB GRAB HOLDINGS LIMITED5.5K sharesnew addition2025-09-302025-11-03history
SPHQ INVESCO EXCHANGE TRADED FD T442 shares0.00%2025-09-302025-11-03history
EFA ISHARES TR334 shares0.00%2025-09-302025-11-03history
HYG ISHARES TR371 shares0.00%2025-09-302025-11-03history
MXI ISHARES TR296 shares0.00%2025-09-302025-11-03history
IXC ISHARES TR627 shares0.00%2025-09-302025-11-03history
NTSX WISDOMTREE TR471 shares0.21%2025-09-302025-11-03history
Sponsored
PFF ISHARES TR789 sharesnew addition2025-09-302025-11-03history
REET ISHARES TR948 shares0.00%2025-09-302025-11-03history
SOXX ISHARES TR83 shares0.00%2025-09-302025-11-03history
IXJ ISHARES TR247 shares0.00%2025-09-302025-11-03history
IJK ISHARES TR200 shares0.00%2025-09-302025-11-03history
IMCB ISHARES TR228 shares0.00%2025-09-302025-11-03history
IBB ISHARES TR127 shares0.00%2025-09-302025-11-03history
IVOV VANGUARD ADMIRAL FDS INC178 shares0.00%2025-09-302025-11-03history
Sponsored
DFAS DIMENSIONAL ETF TRUST254 shares0.00%2025-09-302025-11-03history
VIOG VANGUARD ADMIRAL FDS INC138 shares0.00%2025-09-302025-11-03history
DFSB DIMENSIONAL ETF TRUST299 shares0.00%2025-09-302025-11-03history
SPTM SPDR SERIES TRUST173 sharesnew addition2025-09-302025-11-03history
VWO VANGUARD INTL EQUITY INDEX F239 shares0.00%2025-09-302025-11-03history
VTV VANGUARD INDEX FDS67 shares0.00%2025-09-302025-11-03history
SHV ISHARES TR110 shares-91.41%2025-09-302025-11-03history
XLU SELECT SECTOR SPDR TR138 shares0.00%2025-09-302025-11-03history
Sponsored
XLB SELECT SECTOR SPDR TR134 shares0.00%2025-09-302025-11-03history
JEPI J P MORGAN EXCHANGE TRADED F200 shares0.00%2025-09-302025-11-03history
SPAB SPDR SERIES TRUST318 sharesnew addition2025-09-302025-11-03history
XLP SELECT SECTOR SPDR TR85 shares0.00%2025-09-302025-11-03history
SLYG SPDR SERIES TRUST69 sharesnew addition2025-09-302025-11-03history
DFSU DIMENSIONAL ETF TRUST120 shares0.00%2025-09-302025-11-03history
XLRE SELECT SECTOR SPDR TR86 shares0.00%2025-09-302025-11-03history
BWX SPDR SERIES TRUST130 sharesnew addition2025-09-302025-11-03history
Sponsored
MUB ISHARES TR25 shares0.00%2025-09-302025-11-03history
USRT ISHARES TR45 shares-67.39%2025-09-302025-11-03history
JMUB J P MORGAN EXCHANGE TRADED F50 shares0.00%2025-09-302025-11-03history
EFG ISHARES TR15 sharesnew addition2025-09-302025-11-03history
IYH ISHARES TR25 shares0.00%2025-09-302025-11-03history
IWR ISHARES TR5 shares0.00%2025-09-302025-11-03history
XMMO INVESCO EXCHANGE TRADED FD TN/A sharesSold allโ€‹โ€‹2025-09-302025-11-03history

Call Option Holdings
GRAB Call CallGRAB HOLDINGS LIMITED5.7K sharesnew addition2025-09-302025-11-03history
USMV Call CallISHARES TR100 sharesnew addition2025-09-302025-11-03history

Put Option Holdings
No put option holdings data available