The Analysis of Transamerica Financial Advisors, LLC's Holdings


Currently, Transamerica Financial Advisors, LLC holds 1601 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in PEZ (+135.9K shares, valued at $13.7M), APH (+39.6K shares, valued at $4.9M), TKO (+22.2K shares, valued at $4.5M); decreased their positions in TUG (-494.4K shares, valued at $19.4M), PUI (-328.7K shares, valued at $15.1M), SHY (-145.2K shares, valued at $12.0M); initiated new positions in APH (+39.6K shares, valued at $4.9M), TKO (+22.2K shares, valued at $4.5M), PLTR (+18.2K shares, valued at $3.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TUG LISTED FDS TR4.3M shares-10.35%2025-09-302025-11-14history
VV VANGUARD INDEX FDS255.6K shares0.45%2025-09-302025-11-14history
QQQ INVESCO QQQ TR65.6K shares0.89%2025-09-302025-11-14history
BND VANGUARD BD INDEX FDS451.5K shares0.95%2025-09-302025-11-14history
VO VANGUARD INDEX FDS80.7K shares0.46%2025-09-302025-11-14history
VEA VANGUARD TAX-MANAGED FDS388.4K shares5.02%2025-09-302025-11-14history
SCHX SCHWAB STRATEGIC TR876.7K shares0.97%2025-09-302025-11-14history
QQQM INVESCO EXCH TRADED FD TR II79.7K shares0.89%2025-09-302025-11-14history
Sponsored
PRN INVESCO EXCHANGE TRADED FD T111.4K shares-4.48%2025-09-302025-11-14history
IJR ISHARES TR157.5K shares-0.01%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION96.8K shares23.22%2025-09-302025-11-14history
PTF INVESCO EXCHANGE TRADED FD T212.7K shares-4.55%2025-09-302025-11-14history
PFI INVESCO EXCHANGE TRADED FD T269.8K shares-4.25%2025-09-302025-11-14history
XSOE WISDOMTREE TR394.2K shares0.45%2025-09-302025-11-14history
PEZ INVESCO EXCHANGE TRADED FD T136.5K shares22618.47%2025-09-302025-11-14history
XLRE SELECT SECTOR SPDR TR299.3K shares1.77%2025-09-302025-11-14history
Sponsored
MSFT MICROSOFT CORP23.8K shares28.71%2025-09-302025-11-14history
XLK SELECT SECTOR SPDR TR41.9K shares3.41%2025-09-302025-11-14history
AAPL APPLE INC46.3K shares36.15%2025-09-302025-11-14history
IEF ISHARES TR118.1K shares17.86%2025-09-302025-11-14history
AVGO BROADCOM INC31.3K shares21.30%2025-09-302025-11-14history
IVV ISHARES TR15.3K shares9.60%2025-09-302025-11-14history
BNDX VANGUARD CHARLOTTE FDS201.2K shares4.98%2025-09-302025-11-14history
META META PLATFORMS INC13.5K shares16.89%2025-09-302025-11-14history
Sponsored
SPYM SPDR SERIES TRUST118.6K shares-4.45%2025-09-302025-11-14history
ANET ARISTA NETWORKS INC63.5K shares0.69%2025-09-302025-11-14history
VOT VANGUARD INDEX FDS31.4K shares0.88%2025-09-302025-11-14history
SCHP SCHWAB STRATEGIC TR332.5K shares0.80%2025-09-302025-11-14history
GOOGL ALPHABET INC36.5K shares19.76%2025-09-302025-11-14history
TUGN LISTED FDS TR333.8K shares-7.92%2025-09-302025-11-14history
SCHC SCHWAB STRATEGIC TR190.5K shares0.43%2025-09-302025-11-14history
GS GOLDMAN SACHS GROUP INC9.6K shares3.17%2025-09-302025-11-14history
Sponsored
AMZN AMAZON COM INC34.3K shares25.02%2025-09-302025-11-14history
GLDM WORLD GOLD TR97.1K shares5.58%2025-09-302025-11-14history
NFLX NETFLIX INC6.2K shares23.06%2025-09-302025-11-14history
VCSH VANGUARD SCOTTSDALE FDS89.5K shares1.28%2025-09-302025-11-14history
ETN EATON CORP PLC18.1K shares0.80%2025-09-302025-11-14history
XLF SELECT SECTOR SPDR TR123.4K shares8.94%2025-09-302025-11-14history
TJX TJX COS INC NEW45.5K shares2.89%2025-09-302025-11-14history
HWM HOWMET AEROSPACE INC31.8K shares-28.74%2025-09-302025-11-14history
Sponsored
V VISA INC18.2K shares7.85%2025-09-302025-11-14history
EWX SPDR INDEX SHS FDS91.5K shares0.56%2025-09-302025-11-14history
HD HOME DEPOT INC14.8K shares0.24%2025-09-302025-11-14history
NOW SERVICENOW INC6.4K shares0.39%2025-09-302025-11-14history
DELL DELL TECHNOLOGIES INC40.9K shares1.42%2025-09-302025-11-14history
COST COSTCO WHSL CORP NEW6.3K shares5.88%2025-09-302025-11-14history
BSX BOSTON SCIENTIFIC CORP56.8K shares-0.49%2025-09-302025-11-14history
ORLY OREILLY AUTOMOTIVE INC49.8K shares-0.32%2025-09-302025-11-14history
Sponsored
FALN ISHARES TR189.0K shares0.66%2025-09-302025-11-14history
UBER UBER TECHNOLOGIES INC53.1K shares2.87%2025-09-302025-11-14history
ECL ECOLAB INC18.9K shares-1.58%2025-09-302025-11-14history
PH PARKER-HANNIFIN CORP6.8K shares0.79%2025-09-302025-11-14history
XLC SELECT SECTOR SPDR TR41.8K shares3.70%2025-09-302025-11-14history
SHOP SHOPIFY INC33.2K shares-3.85%2025-09-302025-11-14history
APH AMPHENOL CORP NEW39.6K sharesnew addition2025-09-302025-11-14history
AJG GALLAGHER ARTHUR J & CO15.7K shares4.05%2025-09-302025-11-14history
Sponsored
ISRG INTUITIVE SURGICAL INC10.8K shares1.19%2025-09-302025-11-14history
CTAS CINTAS CORP22.9K shares2.41%2025-09-302025-11-14history
TOTL SSGA ACTIVE ETF TR113.7K shares-0.92%2025-09-302025-11-14history
WMB WILLIAMS COS INC72.8K shares1.36%2025-09-302025-11-14history
JMBS JANUS DETROIT STR TR100.8K shares-0.62%2025-09-302025-11-14history
SNPS SYNOPSYS INC9.3K shares-0.34%2025-09-302025-11-14history
VBK VANGUARD INDEX FDS15.2K shares0.88%2025-09-302025-11-14history
VWOB VANGUARD WHITEHALL FDS67.4K shares0.93%2025-09-302025-11-14history
Sponsored
TKO TKO GROUP HOLDINGS INC22.2K sharesnew addition2025-09-302025-11-14history
PANW PALO ALTO NETWORKS INC21.6K shares-1.56%2025-09-302025-11-14history
DT DYNATRACE INC90.7K shares59.42%2025-09-302025-11-14history
MLM MARTIN MARIETTA MATLS INC6.8K shares-1.57%2025-09-302025-11-14history
MCO MOODYS CORP8.4K shares-0.94%2025-09-302025-11-14history
MSI MOTOROLA SOLUTIONS INC8.6K shares1.21%2025-09-302025-11-14history
AVEM AMERICAN CENTY ETF TR51.1K shares1.49%2025-09-302025-11-14history
TLT ISHARES TR42.6K shares6141.94%2025-09-302025-11-14history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS17.5K shares0.39%2025-09-302025-11-14history
IXUS ISHARES TR45.6K shares-3.80%2025-09-302025-11-14history
TIP ISHARES TR33.3K shares-3.49%2025-09-302025-11-14history
IWF ISHARES TR7.8K shares9.38%2025-09-302025-11-14history
WELL WELLTOWER INC20.1K shares-3.96%2025-09-302025-11-14history
SPTI SPDR SERIES TRUST123.5K shares-0.98%2025-09-302025-11-14history
SPLV INVESCO EXCH TRADED FD TR II48.5K shares-4.81%2025-09-302025-11-14history
SPTL SPDR SERIES TRUST131.2K shares0.45%2025-09-302025-11-14history
Sponsored
LQD ISHARES TR30.3K shares10.47%2025-09-302025-11-14history
PLTR PALANTIR TECHNOLOGIES INC18.2K sharesnew addition2025-09-302025-11-14history
VNQI VANGUARD INTL EQUITY INDEX F67.6K shares1.54%2025-09-302025-11-14history
JSI JANUS DETROIT STR TR60.7K shares-0.13%2025-09-302025-11-14history
FLOT ISHARES TR59.8K shares11.63%2025-09-302025-11-14history
TMO THERMO FISHER SCIENTIFIC INC6.3K shares-0.93%2025-09-302025-11-14history
VGSH VANGUARD SCOTTSDALE FDS51.6K shares0.72%2025-09-302025-11-14history
VRTX VERTEX PHARMACEUTICALS INC7.7K shares1.10%2025-09-302025-11-14history
Sponsored
CWB SPDR SERIES TRUST32.3K shares7968.75%2025-09-302025-11-14history
XLV SELECT SECTOR SPDR TR20.8K shares3.63%2025-09-302025-11-14history
KBWB INVESCO EXCH TRADED FD TR II37.1K shares2.11%2025-09-302025-11-14history
IYW ISHARES TR14.8K shares0.71%2025-09-302025-11-14history
EFAV ISHARES TR34.2K shares2.10%2025-09-302025-11-14history
EMB ISHARES TR29.9K shares7303.22%2025-09-302025-11-14history
MBS ANGEL OAK FUNDS TRUST322.4K shares-0.71%2025-09-302025-11-14history
PULS PGIM ETF TR56.2K shares1.73%2025-09-302025-11-14history
Sponsored
SGOV ISHARES TR27.8K shares2.33%2025-09-302025-11-14history
HYG ISHARES TR34.2K shares7325.38%2025-09-302025-11-14history
USFR WISDOMTREE TR54.9K shares1.71%2025-09-302025-11-14history
XLE SELECT SECTOR SPDR TR30.2K shares7.17%2025-09-302025-11-14history
UYLD ANGEL OAK FUNDS TRUST48.5K shares-1.09%2025-09-302025-11-14history
GVI ISHARES TR21.8K shares-1.02%2025-09-302025-11-14history
FXO FIRST TR EXCHANGE TRADED FD38.8K shares-5.77%2025-09-302025-11-14history
FDN FIRST TR EXCHANGE-TRADED FD8.2K shares-6.67%2025-09-302025-11-14history
Sponsored
FXR FIRST TR EXCHANGE TRADED FD29.1K shares-6.02%2025-09-302025-11-14history
JPM JPMORGAN CHASE & CO.7.2K shares7.69%2025-09-302025-11-14history
FXU FIRST TR EXCHANGE TRADED FD49.7K shares-5.11%2025-09-302025-11-14history
XLP SELECT SECTOR SPDR TR27.4K shares1.33%2025-09-302025-11-14history
FXF INVESCO CURRENCYSHARES SWISS19.0K shares9.36%2025-09-302025-11-14history
QQXT FIRST TR EXCHANGE-TRADED FD21.3K shares-5.52%2025-09-302025-11-14history
EWJ ISHARES INC26.1K shares1.29%2025-09-302025-11-14history
GDX VANECK ETF TRUST27.1K shares1.94%2025-09-302025-11-14history
Sponsored
PAVE GLOBAL X FDS41.7K shares1.75%2025-09-302025-11-14history
FJP FIRST TR EXCH TRD ALPHDX FD30.0K shares2.04%2025-09-302025-11-14history
JNJ JOHNSON & JOHNSON10.2K shares0.34%2025-09-302025-11-14history
EZU ISHARES INC30.4K shares1.36%2025-09-302025-11-14history
XLU SELECT SECTOR SPDR TR21.2K shares1.57%2025-09-302025-11-14history
FLGV FRANKLIN TEMPLETON ETF TR87.4K shares-0.97%2025-09-302025-11-14history
CAT CATERPILLAR INC3.8K shares-8.73%2025-09-302025-11-14history
XLI SELECT SECTOR SPDR TR10.9K shares20.76%2025-09-302025-11-14history
Sponsored
CVX CHEVRON CORP NEW10.6K shares9.77%2025-09-302025-11-14history
SPBO SPDR SERIES TRUST55.0K shares-0.85%2025-09-302025-11-14history
XOM EXXON MOBIL CORP14.3K shares-1.31%2025-09-302025-11-14history
AGG ISHARES TR15.9K shares5.52%2025-09-302025-11-14history
ABBV ABBVIE INC6.8K shares43.41%2025-09-302025-11-14history
CARY ANGEL OAK FUNDS TRUST74.9K shares-0.82%2025-09-302025-11-14history
IGEB ISHARES TR32.6K sharesnew addition2025-09-302025-11-14history
WFC WELLS FARGO CO NEW17.4K shares98.88%2025-09-302025-11-14history
Sponsored
GILD GILEAD SCIENCES INC13.0K shares2.65%2025-09-302025-11-14history
PDBC INVESCO ACTVELY MNGD ETC FD104.5K shares-9.03%2025-09-302025-11-14history
MLPX GLOBAL X FDS22.3K shares2.60%2025-09-302025-11-14history
RTX RTX CORPORATION8.0K shares-19.20%2025-09-302025-11-14history
FNY FIRST TR EXCHANGE-TRADED ALP14.5K shares-5.87%2025-09-302025-11-14history
BDYN BLACKROCK ETF TRUST52.4K sharesnew addition2025-09-302025-11-14history
COP CONOCOPHILLIPS13.9K shares-3.67%2025-09-302025-11-14history
SIVR ABRDN SILVER ETF TRUST29.6K shares9.36%2025-09-302025-11-14history
Sponsored
LMT LOCKHEED MARTIN CORP2.6K shares20.98%2025-09-302025-11-14history
FLCH FRANKLIN TEMPLETON ETF TR50.4K shares2.70%2025-09-302025-11-14history
FTC FIRST TR EXCHANGE-TRADED ALP8.0K shares-6.23%2025-09-302025-11-14history
TRV TRAVELERS COMPANIES INC4.6K shares-0.78%2025-09-302025-11-14history
FEX FIRST TR EXCHANGE-TRADED ALP10.9K shares-5.77%2025-09-302025-11-14history
SPSM SPDR SERIES TRUST27.1K shares1.76%2025-09-302025-11-14history
EUFN ISHARES TR36.4K shares3.11%2025-09-302025-11-14history
BLK BLACKROCK INC1.1K shares10.98%2025-09-302025-11-14history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO27.6K shares6.87%2025-09-302025-11-14history
QCOM QUALCOMM INC7.4K shares8.84%2025-09-302025-11-14history
CGMU CAPITAL GRP FIXED INCM ETF T45.1K sharesnew addition2025-09-302025-11-14history
CMI CUMMINS INC2.9K shares-15.74%2025-09-302025-11-14history
XLY SELECT SECTOR SPDR TR5.0K shares16.07%2025-09-302025-11-14history
UNH UNITEDHEALTH GROUP INC3.4K shares-2.91%2025-09-302025-11-14history
MRK MERCK & CO INC14.1K shares330.35%2025-09-302025-11-14history
PNC PNC FINL SVCS GROUP INC5.9K shares-3.85%2025-09-302025-11-14history
Sponsored
MDLZ MONDELEZ INTL INC18.6K shares-1.91%2025-09-302025-11-14history
SCHG SCHWAB STRATEGIC TR35.5K sharesnew addition2025-09-302025-11-14history
CSCO CISCO SYS INC16.4K shares10.70%2025-09-302025-11-14history
UNP UNION PAC CORP4.7K shares16.43%2025-09-302025-11-14history
KMB KIMBERLY-CLARK CORP8.6K shares9.35%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO7.0K shares22.68%2025-09-302025-11-14history
OMC OMNICOM GROUP INC13.2K shares-7.75%2025-09-302025-11-14history
ITW ILLINOIS TOOL WKS INC4.1K shares9.44%2025-09-302025-11-14history
Sponsored
PM PHILIP MORRIS INTL INC6.5K shares76.42%2025-09-302025-11-14history
VCIT VANGUARD SCOTTSDALE FDS12.5K shares4.06%2025-09-302025-11-14history
VUG VANGUARD INDEX FDS2.2K sharesnew addition2025-09-302025-11-14history
CME CME GROUP INC3.9K shares7.63%2025-09-302025-11-14history
PAYX PAYCHEX INC8.2K shares30.72%2025-09-302025-11-14history
IVW ISHARES TR8.5K sharesnew addition2025-09-302025-11-14history
KO COCA COLA CO15.3K shares13.24%2025-09-302025-11-14history
TXN TEXAS INSTRS INC5.5K shares14.70%2025-09-302025-11-14history
Sponsored
GLW CORNING INC12.2K shares-36.32%2025-09-302025-11-14history
ADP AUTOMATIC DATA PROCESSING IN3.4K shares12.02%2025-09-302025-11-14history
BWZ SPDR SERIES TRUST35.7K shares-1.51%2025-09-302025-11-14history
AFL AFLAC INC8.8K shares-1.88%2025-09-302025-11-14history
PEP PEPSICO INC6.9K shares-4.71%2025-09-302025-11-14history
BK BANK NEW YORK MELLON CORP8.8K shares-15.50%2025-09-302025-11-14history
PFG PRINCIPAL FINANCIAL GROUP IN11.5K shares-2.04%2025-09-302025-11-14history
CMCSA COMCAST CORP NEW30.0K shares11.94%2025-09-302025-11-14history
Sponsored
MA MASTERCARD INCORPORATED1.7K shares165200.00%2025-09-302025-11-14history
ADI ANALOG DEVICES INC3.8K shares-10.70%2025-09-302025-11-14history
EOG EOG RES INC8.3K shares10.36%2025-09-302025-11-14history
CGSM CAPITAL GRP FIXED INCM ETF T35.4K sharesnew addition2025-09-302025-11-14history
VZ VERIZON COMMUNICATIONS INC21.1K shares43.22%2025-09-302025-11-14history
CGHM CAPITAL GRP FIXED INCM ETF T36.5K sharesnew addition2025-09-302025-11-14history
DYNF BLACKROCK ETF TRUST15.6K sharesnew addition2025-09-302025-11-14history
JAAA JANUS DETROIT STR TR18.0K shares-1.87%2025-09-302025-11-14history
Sponsored
VLO VALERO ENERGY CORP5.2K shares-20.81%2025-09-302025-11-14history
EME EMCOR GROUP INC1.4K sharesnew addition2025-09-302025-11-14history
BINC BLACKROCK ETF TRUST II16.4K sharesnew addition2025-09-302025-11-14history
IUSB ISHARES TR18.4K sharesnew addition2025-09-302025-11-14history
GPC GENUINE PARTS CO6.2K shares-2.52%2025-09-302025-11-14history
ABT ABBOTT LABS6.4K shares26.60%2025-09-302025-11-14history
MS MORGAN STANLEY5.3K shares-0.53%2025-09-302025-11-14history
JNK SPDR SERIES TRUST8.5K shares-5.56%2025-09-302025-11-14history
Sponsored
IVE ISHARES TR4.0K sharesnew addition2025-09-302025-11-14history
BBY BEST BUY INC10.9K shares7.49%2025-09-302025-11-14history
SRLN SSGA ACTIVE ETF TR19.9K shares-5.13%2025-09-302025-11-14history
IBND SPDR SERIES TRUST25.6K shares-5.88%2025-09-302025-11-14history
EBND SPDR SERIES TRUST38.2K shares22768.86%2025-09-302025-11-14history
TSLA TESLA INC1.8K sharesnew addition2025-09-302025-11-14history
MDT MEDTRONIC PLC8.3K shares13.09%2025-09-302025-11-14history
BDVL BLACKROCK ETF TRUST31.5K sharesnew addition2025-09-302025-11-14history
Sponsored
HON HONEYWELL INTL INC3.7K shares614.09%2025-09-302025-11-14history
SBUX STARBUCKS CORP9.2K shares25.74%2025-09-302025-11-14history
MCD MCDONALDS CORP2.5K shares14.64%2025-09-302025-11-14history
GD GENERAL DYNAMICS CORP2.3K shares-11.89%2025-09-302025-11-14history
LHX L3HARRIS TECHNOLOGIES INC2.5K shares988.60%2025-09-302025-11-14history
QUAL ISHARES TR3.9K sharesnew addition2025-09-302025-11-14history
VTV VANGUARD INDEX FDS4.0K sharesnew addition2025-09-302025-11-14history
CL COLGATE PALMOLIVE CO9.5K shares6.09%2025-09-302025-11-14history
Sponsored
NEM NEWMONT CORP8.8K shares271.92%2025-09-302025-11-14history
MBB ISHARES TR7.8K sharesnew addition2025-09-302025-11-14history
IBM INTERNATIONAL BUSINESS MACHS2.6K sharesnew addition2025-09-302025-11-14history
TFLO ISHARES TR13.7K sharesnew addition2025-09-302025-11-14history
MO ALTRIA GROUP INC10.3K sharesnew addition2025-09-302025-11-14history
PKG PACKAGING CORP AMER3.1K shares-7.87%2025-09-302025-11-14history
EFV ISHARES TR9.9K sharesnew addition2025-09-302025-11-14history
IEMG ISHARES INC10.2K sharesnew addition2025-09-302025-11-14history
Sponsored
CI THE CIGNA GROUP2.3K shares28787.50%2025-09-302025-11-14history
OEF ISHARES TR2.0K sharesnew addition2025-09-302025-11-14history
C CITIGROUP INC6.4K shares10.58%2025-09-302025-11-14history
VSS VANGUARD INTL EQUITY INDEX F4.5K shares5.43%2025-09-302025-11-14history
HPQ HP INC23.6K shares-10.49%2025-09-302025-11-14history
XOP SPDR SERIES TRUST4.9K shares2.97%2025-09-302025-11-14history
TT TRANE TECHNOLOGIES PLC1.5K shares146800.00%2025-09-302025-11-14history
CGDV CAPITAL GROUP DIVIDEND VALUE14.7K sharesnew addition2025-09-302025-11-14history
Sponsored
RCL ROYAL CARIBBEAN GROUP1.9K sharesnew addition2025-09-302025-11-14history
LQDH ISHARES U S ETF TR6.2K sharesnew addition2025-09-302025-11-14history
XBI SPDR SERIES TRUST5.8K shares2.71%2025-09-302025-11-14history
GSUS GOLDMAN SACHS ETF TR6.3K sharesnew addition2025-09-302025-11-14history
BAC BANK AMERICA CORP10.8K shares28.67%2025-09-302025-11-14history
FIX COMFORT SYS USA INC666 sharesnew addition2025-09-302025-11-14history
CGUS CAPITAL GROUP CORE EQUITY ET13.6K sharesnew addition2025-09-302025-11-14history
LLY ELI LILLY & CO689 shares1225.00%2025-09-302025-11-14history
Sponsored
FLGB FRANKLIN TEMPLETON ETF TR16.1K shares0.86%2025-09-302025-11-14history
ICVT ISHARES TR5.1K shares5.30%2025-09-302025-11-14history
QLTA ISHARES TR10.2K sharesnew addition2025-09-302025-11-14history
USB US BANCORP DEL10.0K shares72.07%2025-09-302025-11-14history
DASH DOORDASH INC1.8K sharesnew addition2025-09-302025-11-14history
SGI SOMNIGROUP INTERNATIONAL INC5.7K sharesnew addition2025-09-302025-11-14history
TLH ISHARES TR4.6K shares76100.00%2025-09-302025-11-14history
GEV GE VERNOVA INC762 sharesnew addition2025-09-302025-11-14history
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HLI HOULIHAN LOKEY INC2.2K sharesnew addition2025-09-302025-11-14history
HSY HERSHEY CO2.4K shares161.23%2025-09-302025-11-14history
EEMV ISHARES INC6.9K shares10.11%2025-09-302025-11-14history
GOOG ALPHABET INC1.8K shares90400.00%2025-09-302025-11-14history
MTUM ISHARES TR1.7K sharesnew addition2025-09-302025-11-14history
UL UNILEVER PLC7.3K shares29.63%2025-09-302025-11-14history
CAFX PROFESIONALLY MANAGED PORTFO17.3K shares1298.06%2025-09-302025-11-14history
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MEDP MEDPACE HLDGS INC835 sharesnew addition2025-09-302025-11-14history
NRG NRG ENERGY INC2.6K sharesnew addition2025-09-302025-11-14history
IEFA ISHARES TR4.8K shares482300.00%2025-09-302025-11-14history
CRS CARPENTER TECHNOLOGY CORP1.7K sharesnew addition2025-09-302025-11-14history
MP MP MATERIALS CORP6.2K sharesnew addition2025-09-302025-11-14history
PGR PROGRESSIVE CORP1.7K shares78.35%2025-09-302025-11-14history
TFC TRUIST FINL CORP8.7K shares58.06%2025-09-302025-11-14history
CGGE CAPITAL GROUP GLOBAL EQUITY12.6K sharesnew addition2025-09-302025-11-14history
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BSV VANGUARD BD INDEX FDS4.9K sharesnew addition2025-09-302025-11-14history
VST VISTRA CORP1.9K sharesnew addition2025-09-302025-11-14history
SNY SANOFI SA8.0K shares42.40%2025-09-302025-11-14history
INTU INTUIT553 shares1875.00%2025-09-302025-11-14history
VWO VANGUARD INTL EQUITY INDEX F6.9K shares231466.67%2025-09-302025-11-14history
CGDG CAPITAL GROUP DIVIDEND GROWE10.6K sharesnew addition2025-09-302025-11-14history
CB CHUBB LIMITED1.3K shares-13.04%2025-09-302025-11-14history
BAI BLACKROCK ETF TRUST10.6K sharesnew addition2025-09-302025-11-14history
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SHEL SHELL PLC4.9K sharesnew addition2025-09-302025-11-14history
THRO BLACKROCK ETF TRUST9.2K sharesnew addition2025-09-302025-11-14history
EVR EVERCORE INC1.0K sharesnew addition2025-09-302025-11-14history
TTE TOTALENERGIES SE5.6K shares23.07%2025-09-302025-11-14history
AZN ASTRAZENECA PLC4.3K shares162.54%2025-09-302025-11-14history
ELV ELEVANCE HEALTH INC FORMERLY1.0K shares65.26%2025-09-302025-11-14history
IEUR ISHARES TR4.8K sharesnew addition2025-09-302025-11-14history
ACN ACCENTURE PLC IRELAND1.3K shares183.80%2025-09-302025-11-14history
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CLS CELESTICA INC1.3K shares-17.63%2025-09-302025-11-14history
BBVA BANCO BILBAO VIZCAYA ARGENTA16.7K shares11.81%2025-09-302025-11-14history
SHY ISHARES TR3.9K shares-97.41%2025-09-302025-11-14history
FCA FIRST TR EXCH TRD ALPHDX FD11.0K shares9.14%2025-09-302025-11-14history
NVS NOVARTIS AG2.5K shares19.88%2025-09-302025-11-14history
FERG FERGUSON ENTERPRISES INC1.4K shares102.60%2025-09-302025-11-14history
CLOA BLACKROCK ETF TRUST II6.0K sharesnew addition2025-09-302025-11-14history
IWB ISHARES TR843 sharesnew addition2025-09-302025-11-14history
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SCCO SOUTHERN COPPER CORP2.5K shares70.52%2025-09-302025-11-14history
GCOR GOLDMAN SACHS ETF TR7.2K sharesnew addition2025-09-302025-11-14history
PSA PUBLIC STORAGE OPER CO999 shares8.23%2025-09-302025-11-14history
MPC MARATHON PETE CORP1.5K shares1.74%2025-09-302025-11-14history
GFI GOLD FIELDS LTD6.6K shares10.54%2025-09-302025-11-14history
FEUZ FIRST TR EXCH TRD ALPHDX FD4.7K shares8.67%2025-09-302025-11-14history
FGM FIRST TR EXCH TRD ALPHDX FD4.7K shares10.08%2025-09-302025-11-14history
BNS BANK NOVA SCOTIA HALIFAX4.2K shares-16.71%2025-09-302025-11-14history
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HYDB ISHARES TR5.7K sharesnew addition2025-09-302025-11-14history
BBAG J P MORGAN EXCHANGE TRADED F5.8K sharesnew addition2025-09-302025-11-14history
LRCX LAM RESEARCH CORP2.0K sharesnew addition2025-09-302025-11-14history
MUFG MITSUBISHI UFJ FINL GROUP IN16.9K shares-16.79%2025-09-302025-11-14history
EQR EQUITY RESIDENTIAL4.2K shares4.55%2025-09-302025-11-14history
FKU FIRST TR EXCH TRD ALPHDX FD5.6K shares9.30%2025-09-302025-11-14history
HIG HARTFORD INSURANCE GROUP INC2.0K shares39.87%2025-09-302025-11-14history
CNQ CANADIAN NAT RES LTD8.3K shares-3.37%2025-09-302025-11-14history
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FSZ FIRST TR EXCH TRD ALPHDX FD3.4K shares9.54%2025-09-302025-11-14history
FN FABRINET704 shares28.70%2025-09-302025-11-14history
ALL ALLSTATE CORP1.2K shares1.63%2025-09-302025-11-14history
MMM 3M CO1.6K shares-0.12%2025-09-302025-11-14history
GE GE AEROSPACE835 sharesnew addition2025-09-302025-11-14history
TEL TE CONNECTIVITY PLC1.1K shares22.35%2025-09-302025-11-14history
ORCL ORACLE CORP892 shares22200.00%2025-09-302025-11-14history
TD TORONTO DOMINION BK ONT3.1K shares41.28%2025-09-302025-11-14history
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SNA SNAP ON INC688 shares322.09%2025-09-302025-11-14history
DE DEERE & CO517 shares-25.50%2025-09-302025-11-14history
SLB SCHLUMBERGER LTD6.8K shares29.74%2025-09-302025-11-14history
BDX BECTON DICKINSON & CO1.2K shares17.01%2025-09-302025-11-14history
JHG JANUS HENDERSON GROUP PLC5.2K shares112.22%2025-09-302025-11-14history
CGCV CAPITAL GROUP CONSERVATIVE E7.6K sharesnew addition2025-09-302025-11-14history
GSIE GOLDMAN SACHS ETF TR5.6K sharesnew addition2025-09-302025-11-14history
SYY SYSCO CORP2.8K shares23.22%2025-09-302025-11-14history
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NGG NATIONAL GRID PLC3.1K shares32.98%2025-09-302025-11-14history
PSX PHILLIPS 661.6K shares6.90%2025-09-302025-11-14history
AMP AMERIPRISE FINL INC449 shares661.02%2025-09-302025-11-14history
KR KROGER CO3.2K shares119.78%2025-09-302025-11-14history
BBUS J P MORGAN EXCHANGE TRADED F1.8K sharesnew addition2025-09-302025-11-14history
G GENPACT LIMITED5.1K shares181.51%2025-09-302025-11-14history
VB VANGUARD INDEX FDS838 sharesnew addition2025-09-302025-11-14history
OXY OCCIDENTAL PETE CORP4.4K shares42.84%2025-09-302025-11-14history
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CASY CASEYS GEN STORES INC367 sharesnew addition2025-09-302025-11-14history
PLD PROLOGIS INC.1.8K sharesnew addition2025-09-302025-11-14history
FCX FREEPORT-MCMORAN INC5.3K shares68.02%2025-09-302025-11-14history
IGLB ISHARES TR4.0K sharesnew addition2025-09-302025-11-14history
CGGO CAPITAL GROUP GBL GROWTH EQT5.9K sharesnew addition2025-09-302025-11-14history
SAN BANCO SANTANDER S.A.19.3K shares33.16%2025-09-302025-11-14history
SMFG SUMITOMO MITSUI FINL GROUP I12.0K shares-27.48%2025-09-302025-11-14history
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PPG PPG INDS INC1.9K shares68.44%2025-09-302025-11-14history
ALLE ALLEGION PLC1.1K shares110.30%2025-09-302025-11-14history
TM TOYOTA MOTOR CORP1.0K shares70.18%2025-09-302025-11-14history
COF CAPITAL ONE FINL CORP930 sharesnew addition2025-09-302025-11-14history
CRH CRH PLC1.6K shares-25.71%2025-09-302025-11-14history
WRB BERKLEY W R CORP2.5K shares24.68%2025-09-302025-11-14history
FDX FEDEX CORP812 shares14.85%2025-09-302025-11-14history
VMBS VANGUARD SCOTTSDALE FDS4.0K sharesnew addition2025-09-302025-11-14history
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IAGG ISHARES TR3.7K sharesnew addition2025-09-302025-11-14history
BIV VANGUARD BD INDEX FDS2.4K sharesnew addition2025-09-302025-11-14history
RY ROYAL BK CDA1.3K shares40.66%2025-09-302025-11-14history
ITA ISHARES TR886 sharesnew addition2025-09-302025-11-14history
BLV VANGUARD BD INDEX FDS2.6K sharesnew addition2025-09-302025-11-14history
EBAY EBAY INC.2.0K shares-15.94%2025-09-302025-11-14history
GSLC GOLDMAN SACHS ETF TR1.4K sharesnew addition2025-09-302025-11-14history
NVT NVENT ELECTRIC PLC1.8K shares10.73%2025-09-302025-11-14history
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IAU ISHARES GOLD TR2.4K shares20233.33%2025-09-302025-11-14history
CPA COPA HOLDINGS SA1.5K shares41.20%2025-09-302025-11-14history
EMR EMERSON ELEC CO1.3K shares-23.20%2025-09-302025-11-14history
CTSH COGNIZANT TECHNOLOGY SOLUTIO2.5K shares11.17%2025-09-302025-11-14history
IGSB ISHARES TR3.2K sharesnew addition2025-09-302025-11-14history
T AT&T INC6.0K shares9246.88%2025-09-302025-11-14history
AMGN AMGEN INC597 shares4875.00%2025-09-302025-11-14history
STNE STONECO LTD8.7K shares12.07%2025-09-302025-11-14history
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RPRX ROYALTY PHARMA PLC4.7K shares27311.76%2025-09-302025-11-14history
IEI ISHARES TR1.3K sharesnew addition2025-09-302025-11-14history
KLAC KLA CORP148 sharesnew addition2025-09-302025-11-14history
FITB FIFTH THIRD BANCORP3.5K shares6.36%2025-09-302025-11-14history
CINF CINCINNATI FINL CORP972 shares11.21%2025-09-302025-11-14history
NICE NICE LTD1.1K shares11.46%2025-09-302025-11-14history
NUE NUCOR CORP1.1K shares-2.26%2025-09-302025-11-14history
ACGL ARCH CAP GROUP LTD1.7K shares34.62%2025-09-302025-11-14history
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CAH CARDINAL HEALTH INC964 shares10611.11%2025-09-302025-11-14history
DUK DUKE ENERGY CORP NEW1.2K shares10008.33%2025-09-302025-11-14history
BABA ALIBABA GROUP HLDG LTD832 shares-7.35%2025-09-302025-11-14history
JIRE J P MORGAN EXCHANGE TRADED F2.0K sharesnew addition2025-09-302025-11-14history
CTRA COTERRA ENERGY INC6.2K shares59.74%2025-09-302025-11-14history
BKR BAKER HUGHES COMPANY2.9K shares-97.23%2025-09-302025-11-14history
CHKP CHECK POINT SOFTWARE TECH LT681 shares15.62%2025-09-302025-11-14history
GIS GENERAL MLS INC2.8K shares11.08%2025-09-302025-11-14history
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HBAN HUNTINGTON BANCSHARES INC8.1K shares3.51%2025-09-302025-11-14history
KHC KRAFT HEINZ CO5.3K shares2.13%2025-09-302025-11-14history
CGMM CAPITAL GROUP EQUITY ETF TR4.8K sharesnew addition2025-09-302025-11-14history
LIN LINDE PLC282 shares73.01%2025-09-302025-11-14history
WMT WALMART INC1.3K shares327.67%2025-09-302025-11-14history
BRK.B BERKSHIRE HATHAWAY INC DEL261 shares467.39%2025-09-302025-11-14history
USIG ISHARES TR2.5K sharesnew addition2025-09-302025-11-14history
AWI ARMSTRONG WORLD INDS INC NEW663 sharesnew addition2025-09-302025-11-14history
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NEE NEXTERA ENERGY INC1.7K sharesnew addition2025-09-302025-11-14history
HAL HALLIBURTON CO5.2K shares19.80%2025-09-302025-11-14history
WSM WILLIAMS SONOMA INC648 shares0.62%2025-09-302025-11-14history
PYPL PAYPAL HLDGS INC1.9K sharesnew addition2025-09-302025-11-14history
LOGI LOGITECH INTL S A1.1K shares8.70%2025-09-302025-11-14history
BAX BAXTER INTL INC5.4K shares201.18%2025-09-302025-11-14history
SW SMURFIT WESTROCK PLC2.8K shares9.50%2025-09-302025-11-14history
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WEC WEC ENERGY GROUP INC1.0K sharesnew addition2025-09-302025-11-14history
GRMN GARMIN LTD468 shares17.88%2025-09-302025-11-14history
DGX QUEST DIAGNOSTICS INC599 shares9.11%2025-09-302025-11-14history
FAST FASTENAL CO2.3K shares32857.14%2025-09-302025-11-14history
NTES NETEASE INC726 shares-38.53%2025-09-302025-11-14history
SCHW SCHWAB CHARLES CORP1.2K sharesnew addition2025-09-302025-11-14history
GSK GSK PLC2.5K shares-45.29%2025-09-302025-11-14history
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DKS DICKS SPORTING GOODS INC491 shares3.15%2025-09-302025-11-14history
DG DOLLAR GEN CORP NEW1.0K shares20780.00%2025-09-302025-11-14history
LEN LENNAR CORP839 shares6.61%2025-09-302025-11-14history
SCHR SCHWAB STRATEGIC TR4.2K sharesnew addition2025-09-302025-11-14history
SSNC SS&C TECHNOLOGIES HLDGS INC1.2K shares30.42%2025-09-302025-11-14history
TPR TAPESTRY INC924 shares17.56%2025-09-302025-11-14history
DGRO ISHARES TR1.5K sharesnew addition2025-09-302025-11-14history
SCHQ SCHWAB STRATEGIC TR3.2K sharesnew addition2025-09-302025-11-14history
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ADBE ADOBE INC287 shares1693.75%2025-09-302025-11-14history
BF.B BROWN FORMAN CORP3.7K shares120.05%2025-09-302025-11-14history
USHY ISHARES TR2.7K sharesnew addition2025-09-302025-11-14history
HYGW ISHARES TR3.3K sharesnew addition2025-09-302025-11-14history
KVUE KENVUE INC6.1K shares29157.14%2025-09-302025-11-14history
FSTA FIDELITY COVINGTON TRUST2.0K sharesnew addition2025-09-302025-11-14history
LH LABCORP HOLDINGS INC340 shares35.46%2025-09-302025-11-14history
PNR PENTAIR PLC880 shares18.44%2025-09-302025-11-14history
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SU SUNCOR ENERGY INC NEW2.3K shares11.10%2025-09-302025-11-14history
SHV ISHARES TR865 sharesnew addition2025-09-302025-11-14history
RING ISHARES INC1.5K sharesnew addition2025-09-302025-11-14history
COR CENCORA INC304 sharesnew addition2025-09-302025-11-14history
HUM HUMANA INC360 shares12.15%2025-09-302025-11-14history
FI FISERV INC718 shares402.10%2025-09-302025-11-14history
UPS UNITED PARCEL SERVICE INC1.1K shares7280.00%2025-09-302025-11-14history
DUOL DUOLINGO INC283 sharesnew addition2025-09-302025-11-14history
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AXP AMERICAN EXPRESS CO262 shares8633.33%2025-09-302025-11-14history
APP APPLOVIN CORP120 sharesnew addition2025-09-302025-11-14history
ZBH ZIMMER BIOMET HOLDINGS INC867 shares43250.00%2025-09-302025-11-14history
INGR INGREDION INC700 sharesnew addition2025-09-302025-11-14history
NTAP NETAPP INC713 shares71200.00%2025-09-302025-11-14history
EG EVEREST GROUP LTD237 shares3.49%2025-09-302025-11-14history
IBKR INTERACTIVE BROKERS GROUP IN1.2K sharesnew addition2025-09-302025-11-14history
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IQV IQVIA HLDGS INC424 sharesnew addition2025-09-302025-11-14history
NSC NORFOLK SOUTHN CORP268 shares26700.00%2025-09-302025-11-14history
EPP ISHARES INC1.5K shares4.18%2025-09-302025-11-14history
AVY AVERY DENNISON CORP491 shares71.08%2025-09-302025-11-14history
GIGB GOLDMAN SACHS ETF TR1.7K shares42500.00%2025-09-302025-11-14history
LCTU BLACKROCK ETF TRUST1.1K sharesnew addition2025-09-302025-11-14history
RDDT REDDIT INC340 sharesnew addition2025-09-302025-11-14history
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ICLR ICON PLC447 shares44600.00%2025-09-302025-11-14history
DEO DIAGEO PLC805 sharesnew addition2025-09-302025-11-14history
FNDF SCHWAB STRATEGIC TR1.8K sharesnew addition2025-09-302025-11-14history
GEM GOLDMAN SACHS ETF TR1.8K sharesnew addition2025-09-302025-11-14history
GGUS GOLDMAN SACHS ETF TR1.1K sharesnew addition2025-09-302025-11-14history
JGLO J P MORGAN EXCHANGE TRADED F1.1K sharesnew addition2025-09-302025-11-14history
CCL CARNIVAL CORP2.5K sharesnew addition2025-09-302025-11-14history
STLD STEEL DYNAMICS INC509 shares-1.74%2025-09-302025-11-14history
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LOW LOWES COS INC282 sharesnew addition2025-09-302025-11-14history
DVN DEVON ENERGY CORP NEW2.0K shares26.25%2025-09-302025-11-14history
WPC WP CAREY INC1.0K sharesnew addition2025-09-302025-11-14history
IFF INTERNATIONAL FLAVORS&FRAGRA1.1K shares68.63%2025-09-302025-11-14history
TGT TARGET CORP783 shares3032.00%2025-09-302025-11-14history
GOVT ISHARES TR3.0K sharesnew addition2025-09-302025-11-14history
GWW GRAINGER W W INC74 sharesnew addition2025-09-302025-11-14history
MCK MCKESSON CORP90 shares4400.00%2025-09-302025-11-14history
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CGNG CAPITAL GROUP NEW GEOGRAPHY2.2K sharesnew addition2025-09-302025-11-14history
NOC NORTHROP GRUMMAN CORP110 shares10900.00%2025-09-302025-11-14history
ROKU ROKU INC650 sharesnew addition2025-09-302025-11-14history
STZ CONSTELLATION BRANDS INC475 shares1384.38%2025-09-302025-11-14history
CDNS CADENCE DESIGN SYSTEM INC178 sharesnew addition2025-09-302025-11-14history
AMAT APPLIED MATLS INC303 sharesnew addition2025-09-302025-11-14history
SPOT SPOTIFY TECHNOLOGY S A88 sharesnew addition2025-09-302025-11-14history
PCAR PACCAR INC616 shares-46.34%2025-09-302025-11-14history
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PUI INVESCO EXCHANGE TRADED FD T1.3K shares-99.60%2025-09-302025-11-14history
AMD ADVANCED MICRO DEVICES INC372 shares7340.00%2025-09-302025-11-14history
CF CF INDS HLDGS INC668 shares14.38%2025-09-302025-11-14history
SO SOUTHERN CO632 shares2428.00%2025-09-302025-11-14history
SPHQ INVESCO EXCHANGE TRADED FD T807 sharesnew addition2025-09-302025-11-14history
DOC HEALTHPEAK PROPERTIES INC3.1K sharesnew addition2025-09-302025-11-14history
CDW CDW CORP370 shares6.02%2025-09-302025-11-14history
ESGU ISHARES TR400 sharesnew addition2025-09-302025-11-14history
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ROK ROCKWELL AUTOMATION INC163 shares191.07%2025-09-302025-11-14history
STIP ISHARES TR548 shares5380.00%2025-09-302025-11-14history
IWR ISHARES TR578 shares0.35%2025-09-302025-11-14history
RS RELIANCE INC198 shares-1.49%2025-09-302025-11-14history
ADM ARCHER DANIELS MIDLAND CO931 shares-34.71%2025-09-302025-11-14history
KDP KEURIG DR PEPPER INC2.1K sharesnew addition2025-09-302025-11-14history
SYK STRYKER CORPORATION150 shares150.00%2025-09-302025-11-14history
QSR RESTAURANT BRANDS INTL INC849 sharesnew addition2025-09-302025-11-14history
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AGNC AGNC INVT CORP5.4K sharesnew addition2025-09-302025-11-14history
GL GLOBE LIFE INC372 sharesnew addition2025-09-302025-11-14history
LVS LAS VEGAS SANDS CORP985 shares-45.22%2025-09-302025-11-14history
HMC HONDA MOTOR LTD1.7K sharesnew addition2025-09-302025-11-14history
CGGR CAPITAL GROUP GROWTH ETF1.2K sharesnew addition2025-09-302025-11-14history
RL RALPH LAUREN CORP168 shares11.26%2025-09-302025-11-14history
EFG ISHARES TR457 sharesnew addition2025-09-302025-11-14history
DSI ISHARES TR413 sharesnew addition2025-09-302025-11-14history
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SUSC ISHARES TR2.2K sharesnew addition2025-09-302025-11-14history
NLY ANNALY CAPITAL MANAGEMENT IN2.5K sharesnew addition2025-09-302025-11-14history
CNH CNH INDL N V4.7K shares29.21%2025-09-302025-11-14history
SWKS SKYWORKS SOLUTIONS INC664 shares0.76%2025-09-302025-11-14history
B BARRICK MNG CORP1.6K sharesnew addition2025-09-302025-11-14history
VIPS VIPSHOP HLDGS LTD2.6K sharesnew addition2025-09-302025-11-14history
CRM SALESFORCE INC211 shares234.92%2025-09-302025-11-14history
BTI BRITISH AMERN TOB PLC930 sharesnew addition2025-09-302025-11-14history
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ASML ASML HOLDING N V49 sharesnew addition2025-09-302025-11-14history
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Sponsored
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available