The Analysis of Tortoise Investment Management, LLC's Holdings

Currently, Tortoise Investment Management, LLC holds 1536 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in JMUB (+183.8K shares, valued at $9.3M), DMBS (+83.6K shares, valued at $4.2M), MTBA (+74.9K shares, valued at $3.8M); decreased their positions in NUV (-328.2K shares, valued at $2.9M), SGOV (-19.5K shares, valued at $2.0M), NUW (-132.4K shares, valued at $1.9M); initiated new positions in MUNY (+5.9K shares, valued at $606.3K), FNDF (+6.2K shares, valued at $266.2K), VTEC (+1.3K shares, valued at $131.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR151.6K shares1.40%2025-09-302025-11-13

STIP ISHARES TR529.8K shares3.07%2025-09-302025-11-13

AVUS AMERICAN CENTY ETF TR343.8K shares0.32%2025-09-302025-11-13

SGOV ISHARES TR311.5K shares-5.88%2025-09-302025-11-13

BTT BLACKROCK MUN TARGET TERM TR1.2M shares2.78%2025-09-302025-11-13

VGLT VANGUARD SCOTTSDALE FDS426.9K shares-2.93%2025-09-302025-11-13

JMUB J P MORGAN EXCHANGE TRADED F476.4K shares62.85%2025-09-302025-11-13

SCHP SCHWAB STRATEGIC TR849.1K shares9.99%2025-09-302025-11-13

Sponsored

MTBA SIMPLIFY EXCHANGE TRADED FUN418.3K shares21.79%2025-09-302025-11-13

IEMG ISHARES INC315.2K shares-1.07%2025-09-302025-11-13

DMBS DOUBLELINE ETF TRUST403.6K shares26.13%2025-09-302025-11-13

SCHX SCHWAB STRATEGIC TR742.4K shares-1.20%2025-09-302025-11-13

ITOT ISHARES TR128.3K shares-2.98%2025-09-302025-11-13

IWB ISHARES TR48.4K shares-1.27%2025-09-302025-11-13

DFAU DIMENSIONAL ETF TRUST367.4K shares-3.88%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR24.3K shares-0.39%2025-09-302025-11-13

Sponsored

DGS WISDOMTREE TR277.6K shares3.89%2025-09-302025-11-13

VTV VANGUARD INDEX FDS84.5K shares1.37%2025-09-302025-11-13

SCHC SCHWAB STRATEGIC TR345.3K shares-0.26%2025-09-302025-11-13

BOXX EA SERIES TRUST136.5K shares-1.71%2025-09-302025-11-13

SPEM SPDR INDEX SHS FDS321.0K shares2.53%2025-09-302025-11-13

IEFA ISHARES TR159.9K shares-2.25%2025-09-302025-11-13

AAPL APPLE INC54.5K shares-1.32%2025-09-302025-11-13

VTI VANGUARD INDEX FDS39.5K shares1.81%2025-09-302025-11-13

Sponsored

CARY ANGEL OAK FUNDS TRUST616.1K shares2.80%2025-09-302025-11-13

DCRE DOUBLELINE ETF TRUST241.0K shares15.34%2025-09-302025-11-13

IJR ISHARES TR101.1K shares1.44%2025-09-302025-11-13

DFAC DIMENSIONAL ETF TRUST292.1K shares-2.15%2025-09-302025-11-13

BAB INVESCO EXCH TRADED FD TR II393.4K shares1.69%2025-09-302025-11-13

SCHH SCHWAB STRATEGIC TR495.3K shares-4.91%2025-09-302025-11-13

IUSV ISHARES TR106.8K shares-6.64%2025-09-302025-11-13

SPDW SPDR INDEX SHS FDS246.3K shares6.34%2025-09-302025-11-13

Sponsored

DFAI DIMENSIONAL ETF TRUST288.3K shares4.01%2025-09-302025-11-13

DFAE DIMENSIONAL ETF TRUST331.7K shares3.19%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS171.0K shares-0.52%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F181.0K shares1.00%2025-09-302025-11-13

NUW NUVEEN AMT-FREE MUN VALUE FD683.8K shares-16.22%2025-09-302025-11-13

VV VANGUARD INDEX FDS30.4K shares-4.73%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL18.5K shares0.03%2025-09-302025-11-13

SPYM SPDR SERIES TRUST118.0K shares10.29%2025-09-302025-11-13

Sponsored

AVEM AMERICAN CENTY ETF TR122.0K shares0.27%2025-09-302025-11-13

JMST J P MORGAN EXCHANGE TRADED F175.2K shares1.07%2025-09-302025-11-13

MLN VANECK ETF TRUST511.5K shares1.83%2025-09-302025-11-13

SPSM SPDR SERIES TRUST192.9K shares3.53%2025-09-302025-11-13

DFSV DIMENSIONAL ETF TRUST264.1K shares0.97%2025-09-302025-11-13

DFIV DIMENSIONAL ETF TRUST179.5K shares0.75%2025-09-302025-11-13

JAAA JANUS DETROIT STR TR152.6K shares1.22%2025-09-302025-11-13

PGR PROGRESSIVE CORP30.0K shares-0.02%2025-09-302025-11-13

Sponsored

AVUV AMERICAN CENTY ETF TR69.5K shares-2.93%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR243.3K shares-1.55%2025-09-302025-11-13

NNY NUVEEN N Y MUN VALUE FD804.3K shares-7.80%2025-09-302025-11-13

DFUS DIMENSIONAL ETF TRUST90.6K shares-2.78%2025-09-302025-11-13

IVE ISHARES TR30.3K shares-0.56%2025-09-302025-11-13

AVIV AMERICAN CENTY ETF TR92.3K shares1.08%2025-09-302025-11-13

PZA INVESCO EXCH TRADED FD TR II264.5K shares-6.25%2025-09-302025-11-13

DFEV DIMENSIONAL ETF TRUST189.8K shares4.47%2025-09-302025-11-13

Sponsored

NIM NUVEEN SELECT MAT MUN FD627.3K shares-1.46%2025-09-302025-11-13

DFSD DIMENSIONAL ETF TRUST112.8K shares2.23%2025-09-302025-11-13

DFAS DIMENSIONAL ETF TRUST77.6K shares-2.43%2025-09-302025-11-13

MBB ISHARES TR51.9K shares-26.75%2025-09-302025-11-13

DIA SPDR DOW JONES INDL AVERAGE10.4K shares-0.95%2025-09-302025-11-13

DUHP DIMENSIONAL ETF TRUST124.4K shares14.82%2025-09-302025-11-13

VSS VANGUARD INTL EQUITY INDEX F32.6K shares-0.57%2025-09-302025-11-13

IXUS ISHARES TR55.1K shares-2.80%2025-09-302025-11-13

Sponsored

VBR VANGUARD INDEX FDS21.1K shares-3.12%2025-09-302025-11-13

EWX SPDR INDEX SHS FDS62.6K shares-0.18%2025-09-302025-11-13

AVDV AMERICAN CENTY ETF TR46.3K shares5.51%2025-09-302025-11-13

AVES AMERICAN CENTY ETF TR70.5K shares0.84%2025-09-302025-11-13

SCHB SCHWAB STRATEGIC TR154.6K shares0.17%2025-09-302025-11-13

NUV NUVEEN MUN VALUE FD INC437.0K shares-42.89%2025-09-302025-11-13

TLT ISHARES TR42.7K shares-7.71%2025-09-302025-11-13

MSFT MICROSOFT CORP7.1K shares2.19%2025-09-302025-11-13

Sponsored

MEAR ISHARES U S ETF TR70.6K shares6.01%2025-09-302025-11-13

VOO VANGUARD INDEX FDS5.8K shares2.48%2025-09-302025-11-13

VB VANGUARD INDEX FDS13.7K shares0.23%2025-09-302025-11-13

LTBR LIGHTBRIDGE CORP163.5K shares0.00%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS67.2K shares3.24%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR144.3K shares0.19%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F44.6K shares0.00%2025-09-302025-11-13

IJS ISHARES TR27.3K shares-1.35%2025-09-302025-11-13

Sponsored

SLYV SPDR SERIES TRUST33.9K shares-1.01%2025-09-302025-11-13

QUAL ISHARES TR15.3K shares5.60%2025-09-302025-11-13

DIHP DIMENSIONAL ETF TRUST95.9K shares-1.47%2025-09-302025-11-13

LTPZ PIMCO ETF TR52.4K shares5.62%2025-09-302025-11-13

AVDE AMERICAN CENTY ETF TR34.7K shares-0.17%2025-09-302025-11-13

SCHE SCHWAB STRATEGIC TR77.2K shares-1.06%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.8.1K shares0.49%2025-09-302025-11-13

SCHV SCHWAB STRATEGIC TR84.2K shares7.61%2025-09-302025-11-13

Sponsored

AVLV AMERICAN CENTY ETF TR33.3K shares2.77%2025-09-302025-11-13

OEF ISHARES TR7.1K shares-4.10%2025-09-302025-11-13

SCHO SCHWAB STRATEGIC TR77.4K shares-34.95%2025-09-302025-11-13

SPTL SPDR SERIES TRUST68.0K shares-4.22%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS31.0K shares-36.49%2025-09-302025-11-13

SCHR SCHWAB STRATEGIC TR72.6K shares-20.60%2025-09-302025-11-13

WULF TERAWULF INC153.2K shares10.82%2025-09-302025-11-13

ESGV VANGUARD WORLD FD14.6K shares12.48%2025-09-302025-11-13

Sponsored

NVDA NVIDIA CORPORATION9.2K shares3.19%2025-09-302025-11-13

IJH ISHARES TR25.9K shares22.82%2025-09-302025-11-13

QQQ INVESCO QQQ TR2.7K shares-6.32%2025-09-302025-11-13

EFA ISHARES TR16.4K shares0.00%2025-09-302025-11-13

VNQ VANGUARD INDEX FDS16.6K shares4.65%2025-09-302025-11-13

IWF ISHARES TR3.0K shares3.93%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW1.5K shares0.66%2025-09-302025-11-13

HD HOME DEPOT INC3.4K shares0.23%2025-09-302025-11-13

Sponsored

DISV DIMENSIONAL ETF TRUST38.7K shares0.39%2025-09-302025-11-13

VT VANGUARD INTL EQUITY INDEX F9.9K shares1.44%2025-09-302025-11-13

IWM ISHARES TR5.6K shares1.45%2025-09-302025-11-13

FREL FIDELITY COVINGTON TRUST48.8K shares-4.88%2025-09-302025-11-13

VXUS VANGUARD STAR FDS18.1K shares1.86%2025-09-302025-11-13

AVMU AMERICAN CENTY ETF TR28.5K shares424.40%2025-09-302025-11-13

SCZ ISHARES TR16.6K shares0.00%2025-09-302025-11-13

DEHP DIMENSIONAL ETF TRUST41.4K shares-0.98%2025-09-302025-11-13

Sponsored

MUB ISHARES TR11.2K shares-7.23%2025-09-302025-11-13

EEM ISHARES TR22.0K shares0.00%2025-09-302025-11-13

DFIP DIMENSIONAL ETF TRUST26.9K shares0.06%2025-09-302025-11-13

DLS WISDOMTREE TR14.1K shares-1.40%2025-09-302025-11-13

PZT INVESCO EXCH TRADED FD TR II50.1K shares-21.84%2025-09-302025-11-13

LLY ELI LILLY & CO1.4K shares1.62%2025-09-302025-11-13

GS GOLDMAN SACHS GROUP INC1.4K shares1.32%2025-09-302025-11-13

MINO PIMCO ETF TR24.1K shares60250.00%2025-09-302025-11-13

Sponsored

DFIS DIMENSIONAL ETF TRUST34.3K shares-0.06%2025-09-302025-11-13

EEMV ISHARES INC16.1K shares0.00%2025-09-302025-11-13

VMBS VANGUARD SCOTTSDALE FDS21.6K shares-9.43%2025-09-302025-11-13

AMZN AMAZON COM INC4.6K shares6.04%2025-09-302025-11-13

DFAX DIMENSIONAL ETF TRUST31.8K shares-0.47%2025-09-302025-11-13

GOOGL ALPHABET INC4.1K shares1.83%2025-09-302025-11-13

AVSC AMERICAN CENTY ETF TR16.1K shares-1.53%2025-09-302025-11-13

SPHQ INVESCO EXCHANGE TRADED FD T11.7K shares16.63%2025-09-302025-11-13

Sponsored

HEI.A HEICO CORP NEW3.0K shares0.17%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS2.7K shares-1.70%2025-09-302025-11-13

META META PLATFORMS INC960 shares4.92%2025-09-302025-11-13

IVW ISHARES TR5.7K shares0.05%2025-09-302025-11-13

GOOG ALPHABET INC2.7K shares4.40%2025-09-302025-11-13

DNP DNP SELECT INCOME FD INC65.1K shares1.98%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS8.0K shares-16.24%2025-09-302025-11-13

VBIL VANGUARD INSTL INDEX FD8.3K shares796.77%2025-09-302025-11-13

Sponsored

VXF VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-11-13

CSCO CISCO SYS INC8.9K shares1.10%2025-09-302025-11-13

PEP PEPSICO INC4.3K shares0.74%2025-09-302025-11-13

MUNY VANGUARD NY TAX FREE FDS5.9K sharesnew addition2025-09-302025-11-13

MUNI PIMCO ETF TR11.4K shares47.92%2025-09-302025-11-13

AVEE AMERICAN CENTY ETF TR8.9K shares22.74%2025-09-302025-11-13

UNP UNION PAC CORP2.4K shares0.29%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO3.6K shares1.46%2025-09-302025-11-13

Sponsored

DFSU DIMENSIONAL ETF TRUST12.9K shares16.91%2025-09-302025-11-13

TFI SPDR SERIES TRUST11.8K shares0.00%2025-09-302025-11-13

AVGO BROADCOM INC1.6K shares3.96%2025-09-302025-11-13

DFEM DIMENSIONAL ETF TRUST16.3K shares3.22%2025-09-302025-11-13

EEMX SPDR INDEX SHS FDS12.5K shares-3.06%2025-09-302025-11-13

HYMB SPDR SERIES TRUST20.4K shares-12.99%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS6.4K shares1.94%2025-09-302025-11-13

CVX CHEVRON CORP NEW3.1K shares4.63%2025-09-302025-11-13

Sponsored

EMR EMERSON ELEC CO3.7K shares0.38%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON2.6K shares1.80%2025-09-302025-11-13

IGM ISHARES TR3.8K shares5.98%2025-09-302025-11-13

AXP AMERICAN EXPRESS CO1.4K shares0.07%2025-09-302025-11-13

SHV ISHARES TR4.2K shares-35.98%2025-09-302025-11-13

ESGE ISHARES INC10.6K shares26.53%2025-09-302025-11-13

IWD ISHARES TR2.3K shares2.46%2025-09-302025-11-13

GE GE AEROSPACE1.5K shares4.12%2025-09-302025-11-13

Sponsored

JSCP J P MORGAN EXCHANGE TRADED F9.5K shares0.00%2025-09-302025-11-13

IWC ISHARES TR3.0K shares-1.17%2025-09-302025-11-13

PH PARKER-HANNIFIN CORP581 shares0.52%2025-09-302025-11-13

XOM EXXON MOBIL CORP3.9K shares2.39%2025-09-302025-11-13

CL COLGATE PALMOLIVE CO5.4K shares-0.15%2025-09-302025-11-13

AVSD AMERICAN CENTY ETF TR6.1K shares0.00%2025-09-302025-11-13

VGIT VANGUARD SCOTTSDALE FDS7.2K shares79.41%2025-09-302025-11-13

SYK STRYKER CORPORATION1.2K shares0.52%2025-09-302025-11-13

Sponsored

USXF ISHARES TR7.3K shares0.00%2025-09-302025-11-13

VSGX VANGUARD WORLD FD6.0K shares0.03%2025-09-302025-11-13

CAT CATERPILLAR INC847 shares0.95%2025-09-302025-11-13

IAU ISHARES GOLD TR5.5K shares441.08%2025-09-302025-11-13

AVSU AMERICAN CENTY ETF TR5.3K shares0.00%2025-09-302025-11-13

DFLV DIMENSIONAL ETF TRUST11.8K shares0.00%2025-09-302025-11-13

DFCA DIMENSIONAL ETF TRUST7.8K shares14.94%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR1.4K shares18.40%2025-09-302025-11-13

Sponsored

BBWI BATH & BODY WORKS INC14.7K shares0.00%2025-09-302025-11-13

MLI MUELLER INDS INC3.6K shares0.05%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS1.7K shares9.68%2025-09-302025-11-13

SRLN SSGA ACTIVE ETF TR8.5K shares0.00%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC1.9K shares2.11%2025-09-302025-11-13

ESML ISHARES TR7.8K shares8.69%2025-09-302025-11-13

TSLA TESLA INC779 shares13.06%2025-09-302025-11-13

ACWX ISHARES TR5.2K shares0.00%2025-09-302025-11-13

Sponsored

MCD MCDONALDS CORP1.1K shares1.14%2025-09-302025-11-13

V VISA INC936 shares5.41%2025-09-302025-11-13

KMI KINDER MORGAN INC DEL11.0K shares0.57%2025-09-302025-11-13

IBIT ISHARES BITCOIN TRUST ETF4.8K shares0.00%2025-09-302025-11-13

RTX RTX CORPORATION1.8K shares3.83%2025-09-302025-11-13

MRK MERCK & CO INC3.6K shares1.80%2025-09-302025-11-13

DFAR DIMENSIONAL ETF TRUST12.4K shares0.00%2025-09-302025-11-13

TRV TRAVELERS COMPANIES INC1.1K shares0.48%2025-09-302025-11-13

Sponsored

TROW PRICE T ROWE GROUP INC2.8K shares0.11%2025-09-302025-11-13

NULV NUSHARES ETF TR6.6K shares-8.32%2025-09-302025-11-13

XLF SELECT SECTOR SPDR TR5.4K shares16.17%2025-09-302025-11-13

VO VANGUARD INDEX FDS974 shares28.84%2025-09-302025-11-13

ZBRA ZEBRA TECHNOLOGIES CORPORATI960 shares9.09%2025-09-302025-11-13

AMP AMERIPRISE FINL INC554 shares-4.81%2025-09-302025-11-13

ESGU ISHARES TR1.9K shares0.00%2025-09-302025-11-13

FNDF SCHWAB STRATEGIC TR6.2K sharesnew addition2025-09-302025-11-13

Sponsored

T AT&T INC9.4K shares1.13%2025-09-302025-11-13

SPYX SPDR SERIES TRUST4.8K shares0.00%2025-09-302025-11-13

IWR ISHARES TR2.7K shares0.00%2025-09-302025-11-13

VPU VANGUARD WORLD FD1.4K shares0.00%2025-09-302025-11-13

AXSM AXSOME THERAPEUTICS INC2.1K shares0.00%2025-09-302025-11-13

VUG VANGUARD INDEX FDS530 shares-0.38%2025-09-302025-11-13

RDDT REDDIT INC1.1K shares0.45%2025-09-302025-11-13

SHYD VANECK ETF TRUST11.1K shares0.00%2025-09-302025-11-13

Sponsored

GEV GE VERNOVA INC412 shares1.23%2025-09-302025-11-13

NXN NUVEEN N Y SELECT TAX FREE I21.0K shares-37.93%2025-09-302025-11-13

MTD METTLER TOLEDO INTERNATIONAL204 shares0.49%2025-09-302025-11-13

KO COCA COLA CO3.6K shares2.70%2025-09-302025-11-13

LEMB ISHARES INC5.8K shares0.00%2025-09-302025-11-13

IUSG ISHARES TR1.4K shares0.00%2025-09-302025-11-13

ABBV ABBVIE INC1.0K shares2.62%2025-09-302025-11-13

EBC EASTERN BANKSHARES INC12.5K shares0.00%2025-09-302025-11-13

Sponsored

VCR VANGUARD WORLD FD563 shares0.00%2025-09-302025-11-13

YUM YUM BRANDS INC1.5K shares1.04%2025-09-302025-11-13

COF CAPITAL ONE FINL CORP1.0K shares0.78%2025-09-302025-11-13

WOOD ISHARES TR3.0K shares-4.77%2025-09-302025-11-13

HON HONEYWELL INTL INC1.0K shares0.10%2025-09-302025-11-13

RSP INVESCO EXCHANGE TRADED FD T1.1K shares-19.15%2025-09-302025-11-13

AVRE AMERICAN CENTY ETF TR4.8K shares22.93%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC1.3K shares-3.11%2025-09-302025-11-13

Sponsored

SHOP SHOPIFY INC1.4K shares0.00%2025-09-302025-11-13

HIG HARTFORD INSURANCE GROUP INC1.5K shares0.26%2025-09-302025-11-13

USMV ISHARES TR2.1K shares0.00%2025-09-302025-11-13

FXB INVESCO CURRENCYSHARES BRIT1.5K shares0.00%2025-09-302025-11-13

VGT VANGUARD WORLD FD267 shares-6.64%2025-09-302025-11-13

BA BOEING CO909 shares0.33%2025-09-302025-11-13

SBI WESTERN ASSET INTER MUNI FD24.5K shares-16.96%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC4.4K shares2.13%2025-09-302025-11-13

Sponsored

HEFA ISHARES TR4.8K shares0.00%2025-09-302025-11-13

ACN ACCENTURE PLC IRELAND756 shares-2.70%2025-09-302025-11-13

NUEM NUSHARES ETF TR5.2K shares0.00%2025-09-302025-11-13

EPD ENTERPRISE PRODS PARTNERS L5.9K shares20.33%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR6.7K shares0.90%2025-09-302025-11-13

DVY ISHARES TR1.3K shares-4.74%2025-09-302025-11-13

MMM 3M CO1.2K shares0.17%2025-09-302025-11-13

SSNC SS&C TECHNOLOGIES HLDGS INC2.0K shares0.50%2025-09-302025-11-13

Sponsored

APH AMPHENOL CORP NEW1.4K shares0.91%2025-09-302025-11-13

CEG CONSTELLATION ENERGY CORP541 shares0.37%2025-09-302025-11-13

ZIM ZIM INTEGRATED SHIPPING SERV13.0K shares44.44%2025-09-302025-11-13

VOX VANGUARD WORLD FD937 shares0.00%2025-09-302025-11-13

DIS DISNEY WALT CO1.5K shares-1.10%2025-09-302025-11-13

CVS CVS HEALTH CORP2.3K shares1.36%2025-09-302025-11-13

ETN EATON CORP PLC459 shares1.55%2025-09-302025-11-13

EEMS ISHARES INC2.5K shares0.00%2025-09-302025-11-13

Sponsored

MPC MARATHON PETE CORP887 shares0.91%2025-09-302025-11-13

TXN TEXAS INSTRS INC909 shares0.78%2025-09-302025-11-13

ISCG ISHARES TR2.9K shares0.00%2025-09-302025-11-13

TT TRANE TECHNOLOGIES PLC375 shares-0.53%2025-09-302025-11-13

EFAX SPDR INDEX SHS FDS3.2K shares0.00%2025-09-302025-11-13

BAC BANK AMERICA CORP3.0K shares4.42%2025-09-302025-11-13

CMCSA COMCAST CORP NEW4.9K shares-1.07%2025-09-302025-11-13

ORCL ORACLE CORP545 shares3.81%2025-09-302025-11-13

Sponsored

FLJP FRANKLIN TEMPLETON ETF TR4.4K shares0.00%2025-09-302025-11-13

NYF ISHARES TR2.8K shares-16.56%2025-09-302025-11-13

BND VANGUARD BD INDEX FDS2.0K shares2.06%2025-09-302025-11-13

TRC TEJON RANCH CO9.3K shares0.00%2025-09-302025-11-13

HBAN HUNTINGTON BANCSHARES INC8.5K shares0.63%2025-09-302025-11-13

FBTC FIDELITY WISE ORIGIN BITCOIN1.4K shares1.05%2025-09-302025-11-13

SCHQ SCHWAB STRATEGIC TR4.4K shares16.69%2025-09-302025-11-13

ESBA EMPIRE ST RLTY OP L P18.9K shares0.00%2025-09-302025-11-13

Sponsored

BX BLACKSTONE INC816 shares0.99%2025-09-302025-11-13

LECO LINCOLN ELEC HLDGS INC573 shares0.88%2025-09-302025-11-13

ADP AUTOMATIC DATA PROCESSING IN460 shares0.66%2025-09-302025-11-13

VTEC VANGUARD CALIF TAX FREE FDS1.3K sharesnew addition2025-09-302025-11-13

NUDM NUSHARES ETF TR3.5K shares0.00%2025-09-302025-11-13

NOC NORTHROP GRUMMAN CORP215 shares1.90%2025-09-302025-11-13

DASH DOORDASH INC477 shares2550.00%2025-09-302025-11-13

APD AIR PRODS & CHEMS INC472 shares0.21%2025-09-302025-11-13

Sponsored

VOOV VANGUARD ADMIRAL FDS INC640 shares0.00%2025-09-302025-11-13

USRT ISHARES TR2.2K shares4.59%2025-09-302025-11-13

ETHA ISHARES ETHEREUM TR4.0K shares0.00%2025-09-302025-11-13

DTE DTE ENERGY CO884 shares-1.78%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC362 shares-3.47%2025-09-302025-11-13

VRIG INVESCO ACTIVELY MANAGED EXC5.0K shares0.00%2025-09-302025-11-13

ILCB ISHARES TR1.3K shares0.00%2025-09-302025-11-13

SOFI SOFI TECHNOLOGIES INC4.5K shares0.96%2025-09-302025-11-13

Sponsored

VFH VANGUARD WORLD FD906 shares0.00%2025-09-302025-11-13

ROST ROSS STORES INC777 shares-0.64%2025-09-302025-11-13

PDP INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2025-09-302025-11-13

ISRG INTUITIVE SURGICAL INC261 shares0.00%2025-09-302025-11-13

PRF INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2025-09-302025-11-13

CGW INVESCO EXCH TRADED FD TR II1.8K shares0.00%2025-09-302025-11-13

XLC SELECT SECTOR SPDR TR974 shares21.75%2025-09-302025-11-13

ESGD ISHARES TR1.2K shares139.53%2025-09-302025-11-13

Sponsored

SDY SPDR SERIES TRUST818 shares0.00%2025-09-302025-11-13

XLV SELECT SECTOR SPDR TR811 shares14.23%2025-09-302025-11-13

TLTW ISHARES TR4.8K shares0.00%2025-09-302025-11-13

ABT ABBOTT LABS836 shares5.16%2025-09-302025-11-13

FMAT FIDELITY COVINGTON TRUST2.1K shares-17.44%2025-09-302025-11-13

NFLX NETFLIX INC92 shares10.84%2025-09-302025-11-13

BK BANK NEW YORK MELLON CORP998 shares-13.07%2025-09-302025-11-13

ADBE ADOBE INC303 shares0.66%2025-09-302025-11-13

Sponsored

LEN LENNAR CORP847 shares1.44%2025-09-302025-11-13

MUC BLACKROCK MUNIHLDNGS CALI QL9.8K shares-41.64%2025-09-302025-11-13

BBEU J P MORGAN EXCHANGE TRADED F1.5K shares0.00%2025-09-302025-11-13

EW EDWARDS LIFESCIENCES CORP1.3K shares0.00%2025-09-302025-11-13

IGOV ISHARES TR2.4K shares0.00%2025-09-302025-11-13

MDLZ MONDELEZ INTL INC1.6K shares0.12%2025-09-302025-11-13

IWN ISHARES TR573 shares0.00%2025-09-302025-11-13

LMT LOCKHEED MARTIN CORP201 shares-2.43%2025-09-302025-11-13

Sponsored

ET ENERGY TRANSFER L P5.9K shares-14.21%2025-09-302025-11-13

FXE INVESCO CURRENCYSHARES EURO925 shares0.00%2025-09-302025-11-13

URI UNITED RENTALS INC104 shares0.97%2025-09-302025-11-13

ACWV ISHARES INC827 shares0.00%2025-09-302025-11-13

HEI HEICO CORP NEW307 shares0.66%2025-09-302025-11-13

DFSI DIMENSIONAL ETF TRUST2.4K shares0.00%2025-09-302025-11-13

JCI JOHNSON CTLS INTL PLC899 shares0.22%2025-09-302025-11-13

SPGI S&P GLOBAL INC203 shares0.50%2025-09-302025-11-13

Sponsored

TXNM TXNM ENERGY INC1.7K shares0.06%2025-09-302025-11-13

COP CONOCOPHILLIPS1.0K shares-26.81%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD345 shares2.07%2025-09-302025-11-13

AVSF AMERICAN CENTY ETF TR2.0K shares0.00%2025-09-302025-11-13

KMB KIMBERLY-CLARK CORP773 shares0.00%2025-09-302025-11-13

AEP AMERICAN ELEC PWR CO INC843 shares0.48%2025-09-302025-11-13

AMGN AMGEN INC332 shares3.11%2025-09-302025-11-13

PFE PFIZER INC3.7K shares2.78%2025-09-302025-11-13

Sponsored

LOW LOWES COS INC370 shares5.41%2025-09-302025-11-13

VDC VANGUARD WORLD FD431 shares0.00%2025-09-302025-11-13

DFAT DIMENSIONAL ETF TRUST1.6K shares0.00%2025-09-302025-11-13

NSC NORFOLK SOUTHN CORP300 shares1.35%2025-09-302025-11-13

AMAT APPLIED MATLS INC437 shares0.00%2025-09-302025-11-13

WMT WALMART INC848 shares13.98%2025-09-302025-11-13

IBB ISHARES TR603 shares0.00%2025-09-302025-11-13

PAA PLAINS ALL AMERN PIPELINE L5.1K shares45.71%2025-09-302025-11-13

Sponsored

AMD ADVANCED MICRO DEVICES INC537 shares6.76%2025-09-302025-11-13

MET METLIFE INC1.1K shares-0.85%2025-09-302025-11-13

EBND SPDR SERIES TRUST4.0K shares0.00%2025-09-302025-11-13

HSY HERSHEY CO462 shares0.43%2025-09-302025-11-13

MA MASTERCARD INCORPORATED151 shares20.80%2025-09-302025-11-13

VOE VANGUARD INDEX FDS480 shares5.49%2025-09-302025-11-13

TMUS T-MOBILE US INC343 shares7.86%2025-09-302025-11-13

CMBS ISHARES TR1.7K shares-87.50%2025-09-302025-11-13

Sponsored

SNA SNAP ON INC236 shares0.85%2025-09-302025-11-13

TSI TCW STRATEGIC INCOME FD INC16.3K shares0.00%2025-09-302025-11-13

XLU SELECT SECTOR SPDR TR916 shares-5.95%2025-09-302025-11-13

IWO ISHARES TR249 shares0.00%2025-09-302025-11-13

IGV ISHARES TR680 shares43.16%2025-09-302025-11-13

PLD PROLOGIS INC.682 shares3.65%2025-09-302025-11-13

BBCA J P MORGAN EXCHANGE TRADED F883 shares0.00%2025-09-302025-11-13

LNT ALLIANT ENERGY CORP1.1K shares0.53%2025-09-302025-11-13

Sponsored

CHD CHURCH & DWIGHT CO INC859 shares1.30%2025-09-302025-11-13

KR KROGER CO1.1K shares1.64%2025-09-302025-11-13

EFV ISHARES TR1.1K shares0.00%2025-09-302025-11-13

ES EVERSOURCE ENERGY1.0K shares-1.25%2025-09-302025-11-13

ACWI ISHARES TR527 shares0.00%2025-09-302025-11-13

DFSE DIMENSIONAL ETF TRUST1.7K shares0.00%2025-09-302025-11-13

VTIP VANGUARD MALVERN FDS1.4K shares0.00%2025-09-302025-11-13

TXRH TEXAS ROADHOUSE INC422 shares0.24%2025-09-302025-11-13

Sponsored

QTUM ETF SER SOLUTIONS650 shares0.00%2025-09-302025-11-13

ROL ROLLINS INC1.1K shares1.61%2025-09-302025-11-13

FLMX FRANKLIN TEMPLETON ETF TR2.0K shares0.00%2025-09-302025-11-13

WM WASTE MGMT INC DEL299 shares1.70%2025-09-302025-11-13

NRK NUVEEN NEW YORK AMT QLT MUNI6.4K shares0.00%2025-09-302025-11-13

HYPR HYPERFINE INC45.0K sharesnew addition2025-09-302025-11-13

MS MORGAN STANLEY406 shares5.45%2025-09-302025-11-13

VOT VANGUARD INDEX FDS219 shares0.00%2025-09-302025-11-13

Sponsored

RPM RPM INTL INC544 shares1.30%2025-09-302025-11-13

WFC WELLS FARGO CO NEW761 shares27.26%2025-09-302025-11-13

AJG GALLAGHER ARTHUR J & CO205 shares-4.21%2025-09-302025-11-13

SBUX STARBUCKS CORP745 shares0.00%2025-09-302025-11-13

YUMC YUM CHINA HLDGS INC1.5K shares0.21%2025-09-302025-11-13

DELL DELL TECHNOLOGIES INC442 shares0.68%2025-09-302025-11-13

MSI MOTOROLA SOLUTIONS INC136 shares3.03%2025-09-302025-11-13

KBH KB HOME960 shares0.10%2025-09-302025-11-13

Sponsored

BLK BLACKROCK INC52 shares23.81%2025-09-302025-11-13

LIN LINDE PLC126 shares5.88%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR100 shares0.00%2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO1.3K shares-1.72%2025-09-302025-11-13

ITW ILLINOIS TOOL WKS INC221 shares1.84%2025-09-302025-11-13

EXC EXELON CORP1.3K shares3.37%2025-09-302025-11-13

MO ALTRIA GROUP INC854 shares3.52%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS399 shares0.00%2025-09-302025-11-13

Sponsored

HIPO HIPPO HLDGS INC1.5K shares0.00%2025-09-302025-11-13

USB US BANCORP DEL1.1K shares-0.09%2025-09-302025-11-13

ELME ELME COMMUNITIES3.3K shares0.00%2025-09-302025-11-13

PCQ PIMCO CALIF MUN INCOME FD6.3K sharesnew addition2025-09-302025-11-13

VSCO VICTORIAS SECRET AND CO2.0K shares-0.40%2025-09-302025-11-13

ICE INTERCONTINENTAL EXCHANGE IN323 shares0.31%2025-09-302025-11-13

GIS GENERAL MLS INC1.1K shares-0.28%2025-09-302025-11-13

GLD SPDR GOLD TR152 shares0.00%2025-09-302025-11-13

Sponsored

NOW SERVICENOW INC58 shares-3.33%2025-09-302025-11-13

MYN BLACKROCK MUNIYIELD N Y QUAL5.3K shares0.00%2025-09-302025-11-13

SO SOUTHERN CO557 shares7.32%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC108 shares1.89%2025-09-302025-11-13

XNTK SPDR SERIES TRUST191 shares0.00%2025-09-302025-11-13

HYD VANECK ETF TRUST1.0K shares-51.92%2025-09-302025-11-13

NUVB NUVATION BIO INC13.8K shares0.00%2025-09-302025-11-13

BDX BECTON DICKINSON & CO270 shares6.30%2025-09-302025-11-13

Sponsored

EBAY EBAY INC.552 shares2.22%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW402 shares8.06%2025-09-302025-11-13

BNTX BIONTECH SE500 shares0.00%2025-09-302025-11-13

OPPE WISDOMTREE TR1.0K shares0.00%2025-09-302025-11-13

WPC WP CAREY INC715 shares0.99%2025-09-302025-11-13

LYV LIVE NATION ENTERTAINMENT IN295 shares0.68%2025-09-302025-11-13

DMXF ISHARES TR635 shares0.00%2025-09-302025-11-13

SOXX ISHARES TR177 shares0.00%2025-09-302025-11-13

Sponsored

FV FIRST TR EXCHANGE TRADED FD775 shares0.00%2025-09-302025-11-13

EVRG EVERGY INC630 shares-6.80%2025-09-302025-11-13

VNQI VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2025-09-302025-11-13

ED CONSOLIDATED EDISON INC472 shares0.64%2025-09-302025-11-13

SWK STANLEY BLACK & DECKER INC638 shares-0.47%2025-09-302025-11-13

SPTI SPDR SERIES TRUST1.6K shares0.00%2025-09-302025-11-13

TYL TYLER TECHNOLOGIES INC89 shares2.30%2025-09-302025-11-13

L LOEWS CORP462 shares1.32%2025-09-302025-11-13

Sponsored

WBD WARNER BROS DISCOVERY INC2.3K shares2.01%2025-09-302025-11-13

WST WEST PHARMACEUTICAL SVSC INC170 shares2.41%2025-09-302025-11-13

AVSE AMERICAN CENTY ETF TR700 shares0.00%2025-09-302025-11-13

TPR TAPESTRY INC391 shares1.03%2025-09-302025-11-13

VPL VANGUARD INTL EQUITY INDEX F500 shares0.00%2025-09-302025-11-13

EA ELECTRONIC ARTS INC217 shares2.36%2025-09-302025-11-13

ADI ANALOG DEVICES INC178 shares1.14%2025-09-302025-11-13

KEY KEYCORP2.3K shares1.13%2025-09-302025-11-13

Sponsored

OKE ONEOK INC NEW594 shares-1.49%2025-09-302025-11-13

SNPS SYNOPSYS INC87 shares3.57%2025-09-302025-11-13

IT GARTNER INC161 shares0.00%2025-09-302025-11-13

IAK ISHARES TR314 shares0.00%2025-09-302025-11-13

DTM DT MIDSTREAM INC369 shares-11.08%2025-09-302025-11-13

EPI WISDOMTREE TR940 shares0.00%2025-09-302025-11-13

GSK GSK PLC960 shares0.00%2025-09-302025-11-13

EXPD EXPEDITORS INTL WASH INC336 shares-25.00%2025-09-302025-11-13

Sponsored

VRT VERTIV HOLDINGS CO270 shares1.89%2025-09-302025-11-13

C CITIGROUP INC396 shares8.20%2025-09-302025-11-13

HSIC HENRY SCHEIN INC604 shares0.33%2025-09-302025-11-13

XLY SELECT SECTOR SPDR TR167 shares43.97%2025-09-302025-11-13

MLM MARTIN MARIETTA MATLS INC63 shares3.28%2025-09-302025-11-13

CSX CSX CORP1.1K shares1.11%2025-09-302025-11-13

NEE NEXTERA ENERGY INC515 shares1.78%2025-09-302025-11-13

RWL INVESCO EXCH TRADED FD TR II350 sharesnew addition2025-09-302025-11-13

Sponsored

WH WYNDHAM HOTELS & RESORTS INC481 shares0.21%2025-09-302025-11-13

TCAF T ROWE PRICE ETF INC1.0K shares0.00%2025-09-302025-11-13

BKIE BNY MELLON ETF TRUST425 sharesnew addition2025-09-302025-11-13

PYPL PAYPAL HLDGS INC567 shares0.71%2025-09-302025-11-13

QCOM QUALCOMM INC226 shares7.62%2025-09-302025-11-13

BSVN BANK7 CORP800 shares0.00%2025-09-302025-11-13

FNDE SCHWAB STRATEGIC TR1.0K shares0.00%2025-09-302025-11-13

IWS ISHARES TR263 shares0.00%2025-09-302025-11-13

Sponsored

SHEL SHELL PLC510 shares0.39%2025-09-302025-11-13

PKG PACKAGING CORP AMER165 shares1.85%2025-09-302025-11-13

ITB ISHARES TR335 shares0.00%2025-09-302025-11-13

VBK VANGUARD INDEX FDS120 shares0.00%2025-09-302025-11-13

GNMA ISHARES TR800 shares0.00%2025-09-302025-11-13

TJX TJX COS INC NEW245 shares92.91%2025-09-302025-11-13

ZTS ZOETIS INC237 shares3.49%2025-09-302025-11-13

NCA NUVEEN CALIFORNIA MUNI VLU F3.8K shares-71.57%2025-09-302025-11-13

Sponsored

XLI SELECT SECTOR SPDR TR221 shares179.75%2025-09-302025-11-13

USCA DBX ETF TR800 shares0.00%2025-09-302025-11-13

UFPI UFP INDUSTRIES INC351 shares0.86%2025-09-302025-11-13

MTCH MATCH GROUP INC NEW906 shares-1.31%2025-09-302025-11-13

DRS LEONARDO DRS INC701 shares0.14%2025-09-302025-11-13

DEO DIAGEO PLC325 shares0.00%2025-09-302025-11-13

XLRE SELECT SECTOR SPDR TR735 shares4.55%2025-09-302025-11-13

MNST MONSTER BEVERAGE CORP NEW452 shares3.91%2025-09-302025-11-13

Sponsored

VHT VANGUARD WORLD FD117 shares0.00%2025-09-302025-11-13

SMMT SUMMIT THERAPEUTICS INC1.5K shares0.55%2025-09-302025-11-13

HSBC HSBC HLDGS PLC418 shares0.00%2025-09-302025-11-13

XYL XYLEM INC200 shares2.04%2025-09-302025-11-13

OLED UNIVERSAL DISPLAY CORP204 shares0.49%2025-09-302025-11-13

NVO NOVO-NORDISK A S527 shares7.77%2025-09-302025-11-13

RIO RIO TINTO PLC440 shares0.00%2025-09-302025-11-13

MCHP MICROCHIP TECHNOLOGY INC.449 shares0.00%2025-09-302025-11-13

Sponsored

AFL AFLAC INC256 shares2.81%2025-09-302025-11-13

TNL TRAVEL PLUS LEISURE CO480 shares0.00%2025-09-302025-11-13

IEUR ISHARES TR416 shares0.00%2025-09-302025-11-13

O REALTY INCOME CORP463 shares4.51%2025-09-302025-11-13

ASML ASML HOLDING N V29 shares3.57%2025-09-302025-11-13

RLMD RELMADA THERAPEUTICS INC13.9K shares-35.83%2025-09-302025-11-13

CHKP CHECK POINT SOFTWARE TECH LT135 shares0.00%2025-09-302025-11-13

WOR WORTHINGTON ENTERPRISES INC500 shares0.00%2025-09-302025-11-13

Sponsored

XBI SPDR SERIES TRUST275 shares0.00%2025-09-302025-11-13

KNCT INVESCO EXCHANGE TRADED FD T217 shares0.00%2025-09-302025-11-13

DKNG DRAFTKINGS INC NEW726 shares2.11%2025-09-302025-11-13

GLW CORNING INC326 shares1.88%2025-09-302025-11-13

LHX L3HARRIS TECHNOLOGIES INC85 shares4.94%2025-09-302025-11-13

IPX IPERIONX LTD525 shares0.00%2025-09-302025-11-13

DGRO ISHARES TR379 shares89.50%2025-09-302025-11-13

RARE ULTRAGENYX PHARMACEUTICAL IN845 shares0.00%2025-09-302025-11-13

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DTD WISDOMTREE TR300 shares0.00%2025-09-302025-11-13

PNQI INVESCO EXCHANGE TRADED FD T442 shares0.00%2025-09-302025-11-13

TEL TE CONNECTIVITY PLC112 shares0.00%2025-09-302025-11-13

FCX FREEPORT-MCMORAN INC623 shares-0.48%2025-09-302025-11-13

UL UNILEVER PLC411 shares0.00%2025-09-302025-11-13

PSX PHILLIPS 66178 shares2.89%2025-09-302025-11-13

DFUV DIMENSIONAL ETF TRUST540 shares0.00%2025-09-302025-11-13

SPYV SPDR SERIES TRUST430 shares0.00%2025-09-302025-11-13

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UBER UBER TECHNOLOGIES INC242 shares24.10%2025-09-302025-11-13

FENI FIDELITY COVINGTON TRUST671 shares0.00%2025-09-302025-11-13

SJM SMUCKER J M CO218 shares-4.80%2025-09-302025-11-13

AOD ABRDN TOTAL DYNAMIC DIVIDEND2.5K shares1.87%2025-09-302025-11-13

GEHC GE HEALTHCARE TECHNOLOGIES I309 shares-2.52%2025-09-302025-11-13

RSPT INVESCO EXCHANGE TRADED FD T519 shares-0.19%2025-09-302025-11-13

CARR CARRIER GLOBAL CORPORATION383 shares-2.79%2025-09-302025-11-13

NAN NUVEEN NEW YORK QLT MUN INC2.0K shares0.00%2025-09-302025-11-13

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CCI CROWN CASTLE INC235 shares2.17%2025-09-302025-11-13

VST VISTRA CORP116 shares3.57%2025-09-302025-11-13

PPG PPG INDS INC215 shares0.47%2025-09-302025-11-13

MMC MARSH & MCLENNAN COS INC112 shares-62.67%2025-09-302025-11-13

Call Option Holdings

MRVL Call CallMARVELL TECHNOLOGY INC100 sharesnew addition2025-09-302025-11-13

DHR Call CallDANAHER CORPORATION100 sharesnew addition2025-09-302025-11-13

RKT Call CallROCKET COS INC1.0K sharesnew addition2025-09-302025-11-13

CRH Call CallCRH PLC100 sharesnew addition2025-09-302025-11-13

EL Call CallLAUDER ESTEE COS INC100 shares0.00%2025-09-302025-11-13

GAP Call CallGAP INC300 shares0.00%2025-09-302025-11-13

NDAQ Call CallNASDAQ INC200 sharesnew addition2025-09-302025-11-13

SHAK Call CallSHAKE SHACK INC200 shares100.00%2025-09-302025-11-13

QXO Call CallQXO INC100 shares0.00%2025-09-302025-11-13

OWL Call CallBLUE OWL CAPITAL INC100 shares0.00%2025-09-302025-11-13

TOST Call CallTOAST INC100 shares0.00%2025-09-302025-11-13

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR17.4K shares-9.84%2025-09-302025-11-13

AAPL Put PutAPPLE INC10.0K shares25.00%2025-09-302025-11-13

BLSH Put PutBULLISH1 sharesnew addition2025-09-302025-11-13

COIN Put PutCOINBASE GLOBAL INC1 sharesnew addition2025-09-302025-11-13

PLTR Put PutPALANTIR TECHNOLOGIES INC2 sharesnew addition2025-09-302025-11-13

CVNA Put PutCARVANA CO1 sharesnew addition2025-09-302025-11-13

CRWV Put PutCOREWEAVE INC1 sharesnew addition2025-09-302025-11-13