The Analysis of TRANSCEND CAPITAL ADVISORS, LLC's Holdings


Currently, TRANSCEND CAPITAL ADVISORS, LLC holds 689 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IGM (+29.6K shares, valued at $3.7M), BRK.B (+7.3K shares, valued at $3.7M), IEI (+28.6K shares, valued at $3.4M); decreased their positions in FSK (-333.4K shares, valued at $5.0M), IGV (-24.2K shares, valued at $2.8M), SPYG (-18.6K shares, valued at $1.9M); initiated new positions in IGM (+29.6K shares, valued at $3.7M), ETHA (+61.5K shares, valued at $1.9M), LULU (+7.8K shares, valued at $1.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC COM433.8K shares0.67%2025-09-302025-11-04history
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW86.6K shares9.25%2025-09-302025-11-04history
MSFT MICROSOFT CORP COM83.8K shares3.56%2025-09-302025-11-04history
OBDC BLUE OWL CAPITAL CORPORATION COM2.3M shares-2.08%2025-09-302025-11-04history
NVDA NVIDIA CORPORATION COM154.5K shares4.00%2025-09-302025-11-04history
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF248.8K shares-6.95%2025-09-302025-11-04history
QQQ INVESCO QQQ TRUST SERIES I37.7K shares2.39%2025-09-302025-11-04history
MRK MERCK & CO INC COM268.5K shares0.04%2025-09-302025-11-04history
Sponsored
AMZN AMAZON COM INC COM101.1K shares8.77%2025-09-302025-11-04history
OWL BLUE OWL CAPITAL INC COM CL A1.1M shares-0.45%2025-09-302025-11-04history
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF124.8K shares0.01%2025-09-302025-11-04history
IBM INTERNATIONAL BUSINESS MACHS COM60.8K shares0.24%2025-09-302025-11-04history
SPY SPDR S&P 500 ETF TRUST24.2K shares0.08%2025-09-302025-11-04history
JPM JPMORGAN CHASE & CO. COM50.8K shares-2.71%2025-09-302025-11-04history
FSK FS KKR CAP CORP COM983.5K shares-25.32%2025-09-302025-11-04history
GOOG ALPHABET INC CAP STK CL C59.9K shares9.04%2025-09-302025-11-04history
Sponsored
SPGI S&P GLOBAL INC COM27.7K shares0.22%2025-09-302025-11-04history
GOOGL ALPHABET INC CAP STK CL A54.2K shares5.27%2025-09-302025-11-04history
VIG VANGUARD DIVIDEND APPRECIATION ETF60.0K shares-1.39%2025-09-302025-11-04history
META META PLATFORMS INC CL A17.1K shares8.00%2025-09-302025-11-04history
IVV ISHARES CORE S&P 500 ETF18.0K shares-7.20%2025-09-302025-11-04history
XLK TECHNOLOGY SELECT SECTOR SPDR FUND42.3K shares-10.10%2025-09-302025-11-04history
AVGO BROADCOM INC COM33.8K shares3.74%2025-09-302025-11-04history
ORCL ORACLE CORP COM38.6K shares6.75%2025-09-302025-11-04history
Sponsored
V VISA INC COM CL A31.1K shares-0.49%2025-09-302025-11-04history
HD HOME DEPOT INC COM25.7K shares3.78%2025-09-302025-11-04history
VV VANGUARD LARGE-CAP ETF33.6K shares1.36%2025-09-302025-11-04history
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR348.0K shares12.36%2025-09-302025-11-04history
JNJ JOHNSON & JOHNSON COM55.4K shares-5.92%2025-09-302025-11-04history
XOM EXXON MOBIL CORP COM87.5K shares0.05%2025-09-302025-11-04history
BRK.A BERKSHIRE HATHAWAY INC DEL CL A13 shares0.00%2025-09-302025-11-04history
VTI VANGUARD TOTAL STOCK MARKET ETF29.8K shares0.36%2025-09-302025-11-04history
Sponsored
VOO VANGUARD S&P 500 ETF14.8K shares6.31%2025-09-302025-11-04history
TSLA TESLA INC COM20.2K shares4.71%2025-09-302025-11-04history
BX BLACKSTONE INC COM51.4K shares2.40%2025-09-302025-11-04history
LLY ELI LILLY & CO COM11.2K shares3.88%2025-09-302025-11-04history
IEI ISHARES 3-7 YEAR TREASURY BOND ETF67.3K shares73.78%2025-09-302025-11-04history
TCPC BLACKROCK TCP CAPITAL CORP COM1.2M shares-8.08%2025-09-302025-11-04history
ABBV ABBVIE INC COM32.8K shares-14.65%2025-09-302025-11-04history
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF71.1K shares-3.56%2025-09-302025-11-04history
Sponsored
NMFC NEW MTN FIN CORP COM715.8K shares0.24%2025-09-302025-11-04history
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF172.0K shares9.87%2025-09-302025-11-04history
IBIT ISHARES BITCOIN TRUST ETF102.0K shares5.61%2025-09-302025-11-04history
XLF FINANCIAL SELECT SECTOR SPDR FUND123.1K shares1.17%2025-09-302025-11-04history
BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN539.5K shares91.22%2025-09-302025-11-04history
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND55.4K shares-4.20%2025-09-302025-11-04history
AMLP ALERIAN MLP ETF136.9K shares20.32%2025-09-302025-11-04history
GLD SPDR GOLD SHARES112.4K shares3.74%2025-09-302025-11-04history
Sponsored
VTV VANGUARD VALUE ETF33.2K shares1.73%2025-09-302025-11-04history
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND81.7K shares-3.92%2025-09-302025-11-04history
XLV HEALTH CARE SELECT SECTOR SPDR FUND37.8K shares-24.48%2025-09-302025-11-04history
AGNC AGNC INVT CORP COM526.9K shares-6.94%2025-09-302025-11-04history
IJH ISHARES CORE S&P MID-CAP ETF77.2K shares-1.61%2025-09-302025-11-04history
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND20.2K shares-2.90%2025-09-302025-11-04history
VUG VANGUARD GROWTH ETF10.0K shares1.82%2025-09-302025-11-04history
IEFA ISHARES CORE MSCI EAFE ETF54.8K shares-5.75%2025-09-302025-11-04history
Sponsored
VGT VANGUARD INFORMATION TECHNOLOGY ETF6.3K shares1.05%2025-09-302025-11-04history
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF58.6K shares8.53%2025-09-302025-11-04history
XLG INVESCO S&P 500 TOP 50 ETF81.2K shares5.85%2025-09-302025-11-04history
ADP AUTOMATIC DATA PROCESSING INC COM15.3K shares-4.18%2025-09-302025-11-04history
QUAL ISHARES MSCI USA QUALITY FACTOR ETF23.0K shares2.75%2025-09-302025-11-04history
IWF ISHARES RUSSELL 1000 GROWTH ETF9.4K shares-7.32%2025-09-302025-11-04history
IVW ISHARES S&P 500 GROWTH ETF36.2K shares-4.22%2025-09-302025-11-04history
SPYM SPDR PORTFOLIO S&P 500 ETF54.3K shares2.02%2025-09-302025-11-04history
Sponsored
WMT WALMART INC COM40.9K shares27.75%2025-09-302025-11-04history
GSBD GOLDMAN SACHS BDC INC SHS412.0K shares-2.32%2025-09-302025-11-04history
ETN EATON CORP PLC SHS11.2K shares-7.75%2025-09-302025-11-04history
CVX CHEVRON CORP NEW COM26.8K shares10.92%2025-09-302025-11-04history
COR CENCORA INC COM13.2K shares-8.11%2025-09-302025-11-04history
MA MASTERCARD INCORPORATED CL A7.1K shares4.91%2025-09-302025-11-04history
TJX TJX COS INC NEW COM27.6K shares-1.12%2025-09-302025-11-04history
WFC WELLS FARGO CO NEW COM47.0K shares-0.74%2025-09-302025-11-04history
Sponsored
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF103.6K shares5.00%2025-09-302025-11-04history
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK149.7K shares0.73%2025-09-302025-11-04history
EFA ISHARES MSCI EAFE ETF41.4K shares20.43%2025-09-302025-11-04history
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF58.1K shares6.27%2025-09-302025-11-04history
GWW GRAINGER W W INC COM4.0K shares-0.27%2025-09-302025-11-04history
IJR ISHARES CORE S&P SMALL CAP ETF31.9K shares-0.49%2025-09-302025-11-04history
MS MORGAN STANLEY COM NEW23.8K shares-2.51%2025-09-302025-11-04history
NFLX NETFLIX INC COM3.1K shares-6.20%2025-09-302025-11-04history
Sponsored
IGM ISHARES EXPANDED TECH SECTOR ETF29.6K sharesnew addition2025-09-302025-11-04history
SYK STRYKER CORPORATION COM10.1K shares-5.46%2025-09-302025-11-04history
SOXX ISHARES SEMICONDUCTOR ETF13.7K shares0.00%2025-09-302025-11-04history
DIS DISNEY WALT CO COM32.2K shares-1.51%2025-09-302025-11-04history
XLE ENERGY SELECT SECTOR SPDR FUND40.8K shares-0.50%2025-09-302025-11-04history
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND46.4K shares11.17%2025-09-302025-11-04history
PG PROCTER AND GAMBLE CO COM23.6K shares4.77%2025-09-302025-11-04history
GDIV HARBOR DIVIDEND GROWTH LEADERS ETF220.1K shares-23.23%2025-09-302025-11-04history
Sponsored
WINN HARBOR LONG-TERM GROWERS ETF112.6K shares0.57%2025-09-302025-11-04history
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF37.7K shares-0.08%2025-09-302025-11-04history
MMC MARSH & MCLENNAN COS INC COM17.1K shares-2.44%2025-09-302025-11-04history
COF CAPITAL ONE FINL CORP COM16.2K shares13.76%2025-09-302025-11-04history
XBI SPDR S&P BIOTECH ETF34.1K shares0.00%2025-09-302025-11-04history
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF56.7K shares11.41%2025-09-302025-11-04history
BAC BANK AMERICA CORP COM64.3K shares2.35%2025-09-302025-11-04history
VPL VANGUARD FTSE PACIFIC ETF37.4K shares-2.64%2025-09-302025-11-04history
Sponsored
TEL TE CONNECTIVITY PLC ORD SHS14.8K shares-7.06%2025-09-302025-11-04history
GE GE AEROSPACE COM NEW10.7K shares6.39%2025-09-302025-11-04history
HON HONEYWELL INTL INC COM15.2K shares-7.16%2025-09-302025-11-04history
CHD CHURCH & DWIGHT CO INC COM36.3K shares1.62%2025-09-302025-11-04history
UNP UNION PAC CORP COM13.1K shares1.48%2025-09-302025-11-04history
ICE INTERCONTINENTAL EXCHANGE INC COM18.1K shares1.53%2025-09-302025-11-04history
IUSG ISHARES CORE S&P U.S. GROWTH ETF18.1K shares9.47%2025-09-302025-11-04history
VB VANGUARD SMALL-CAP ETF11.5K shares-5.08%2025-09-302025-11-04history
Sponsored
TXN TEXAS INSTRS INC COM15.7K shares1.19%2025-09-302025-11-04history
MDT MEDTRONIC PLC SHS29.9K shares-5.72%2025-09-302025-11-04history
DHR DANAHER CORPORATION COM14.0K shares-1.11%2025-09-302025-11-04history
COST COSTCO WHSL CORP NEW COM3.0K shares-2.67%2025-09-302025-11-04history
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST6.0K shares-2.26%2025-09-302025-11-04history
VO VANGUARD MID-CAP ETF9.4K shares-0.59%2025-09-302025-11-04history
DVY ISHARES SELECT DIVIDEND ETF19.3K shares-0.05%2025-09-302025-11-04history
IBTF ISHARES IBONDS DEC 2025 TERM TREASURY ETF117.5K shares-6.90%2025-09-302025-11-04history
Sponsored
TMO THERMO FISHER SCIENTIFIC INC COM5.6K shares-2.70%2025-09-302025-11-04history
MCO MOODYS CORP COM5.7K shares0.77%2025-09-302025-11-04history
BMY BRISTOL-MYERS SQUIBB CO COM59.5K shares3.39%2025-09-302025-11-04history
RTX RTX CORPORATION COM15.9K shares-4.67%2025-09-302025-11-04history
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF118.5K shares-4.05%2025-09-302025-11-04history
RSP INVESCO S&P 500 EQUAL WEIGHT ETF13.9K shares8.32%2025-09-302025-11-04history
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF96.9K shares29.14%2025-09-302025-11-04history
IVE ISHARES S&P 500 VALUE ETF12.5K shares7.29%2025-09-302025-11-04history
Sponsored
AVUV AVANTIS U.S. SMALL CAP VALUE ETF25.8K shares-17.64%2025-09-302025-11-04history
TLT ISHARES 20 YEAR TREASURY BOND ETF28.6K shares14.47%2025-09-302025-11-04history
SDY SPDR S&P DIVIDEND ETF17.8K shares-0.34%2025-09-302025-11-04history
BR BROADRIDGE FINL SOLUTIONS INC COM10.3K shares-7.57%2025-09-302025-11-04history
ESGU ISHARES ESG AWARE MSCI USA ETF16.9K shares0.03%2025-09-302025-11-04history
CSCO CISCO SYS INC COM35.3K shares4.07%2025-09-302025-11-04history
PPG PPG INDS INC COM23.0K shares4.83%2025-09-302025-11-04history
SHW SHERWIN WILLIAMS CO COM7.0K shares-6.31%2025-09-302025-11-04history
Sponsored
ASML ASML HOLDING N V N Y REGISTRY SHS2.5K shares3.09%2025-09-302025-11-04history
SHY ISHARES 1-3 YEAR TREASURY BOND ETF28.8K shares611.07%2025-09-302025-11-04history
VTEB VANGUARD TAX-EXEMPT BOND ETF47.4K shares-8.92%2025-09-302025-11-04history
VFH VANGUARD FINANCIALS ETF17.9K shares0.56%2025-09-302025-11-04history
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF89.0K shares85.40%2025-09-302025-11-04history
PANW PALO ALTO NETWORKS INC COM10.9K shares-6.99%2025-09-302025-11-04history
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF26.3K shares8.21%2025-09-302025-11-04history
HDV ISHARES CORE HIGH DIVIDEND ETF18.1K shares0.00%2025-09-302025-11-04history
Sponsored
XLU UTILITIES SELECT SECTOR SPDR FUND25.2K shares342.49%2025-09-302025-11-04history
KFY KORN FERRY COM NEW31.0K shares0.20%2025-09-302025-11-04history
PEP PEPSICO INC COM15.2K shares8.36%2025-09-302025-11-04history
IEF ISHARES 7-10 YEAR TREASURY BOND ETF22.1K shares13.64%2025-09-302025-11-04history
HOUS ANYWHERE REAL ESTATE INC COM200.2K shares0.21%2025-09-302025-11-04history
ROL ROLLINS INC COM36.0K shares-8.01%2025-09-302025-11-04history
NEE NEXTERA ENERGY INC COM27.8K shares-1.84%2025-09-302025-11-04history
SPGP INVESCO S&P 500 GARP ETF18.0K shares0.02%2025-09-302025-11-04history
Sponsored
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF43.7K shares-13.90%2025-09-302025-11-04history
GEV GE VERNOVA INC COM3.3K shares6.75%2025-09-302025-11-04history
GS GOLDMAN SACHS GROUP INC COM2.5K shares2.44%2025-09-302025-11-04history
FDX FEDEX CORP COM8.4K shares28.87%2025-09-302025-11-04history
C CITIGROUP INC COM NEW19.5K shares-6.68%2025-09-302025-11-04history
NKE NIKE INC CL B28.4K shares6.74%2025-09-302025-11-04history
MU MICRON TECHNOLOGY INC COM11.6K shares37.91%2025-09-302025-11-04history
PM PHILIP MORRIS INTL INC COM12.0K shares22.73%2025-09-302025-11-04history
Sponsored
ETHA ISHARES ETHEREUM TRUST ETF61.5K sharesnew addition2025-09-302025-11-04history
PLTR PALANTIR TECHNOLOGIES INC CL A10.6K shares30.77%2025-09-302025-11-04history
KO COCA COLA CO COM28.8K shares-0.80%2025-09-302025-11-04history
FAST FASTENAL CO COM37.9K shares51.86%2025-09-302025-11-04history
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF32.1K shares-15.88%2025-09-302025-11-04history
VZ VERIZON COMMUNICATIONS INC COM41.9K shares4.01%2025-09-302025-11-04history
EFV ISHARES MSCI EAFE VALUE ETF27.0K shares-18.67%2025-09-302025-11-04history
VBK VANGUARD SMALL-CAP GROWTH ETF6.1K shares-0.47%2025-09-302025-11-04history
Sponsored
TT TRANE TECHNOLOGIES PLC SHS4.2K shares-13.19%2025-09-302025-11-04history
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF31.1K shares-3.25%2025-09-302025-11-04history
AMGN AMGEN INC COM6.3K shares-1.39%2025-09-302025-11-04history
AMT AMERICAN TOWER CORP NEW COM9.1K shares-13.54%2025-09-302025-11-04history
ACN ACCENTURE PLC IRELAND SHS CLASS A6.9K shares-35.07%2025-09-302025-11-04history
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF79.2K shares35.99%2025-09-302025-11-04history
MCD MCDONALDS CORP COM5.4K shares-1.13%2025-09-302025-11-04history
CEG CONSTELLATION ENERGY CORP COM5.0K shares0.58%2025-09-302025-11-04history
Sponsored
CB CHUBB LIMITED COM5.8K shares9.56%2025-09-302025-11-04history
QCOM QUALCOMM INC COM9.7K shares1.90%2025-09-302025-11-04history
NOW SERVICENOW INC COM1.7K shares-9.60%2025-09-302025-11-04history
OEF ISHARES S&P 100 ETF4.8K shares37.01%2025-09-302025-11-04history
LOW LOWES COS INC COM6.2K shares0.60%2025-09-302025-11-04history
CAT CATERPILLAR INC COM3.2K shares-7.19%2025-09-302025-11-04history
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF14.5K shares2.45%2025-09-302025-11-04history
IBB ISHARES BIOTECHNOLOGY ETF10.3K shares0.01%2025-09-302025-11-04history
Sponsored
ALL ALLSTATE CORP COM6.9K shares1.31%2025-09-302025-11-04history
ANET ARISTA NETWORKS INC COM SHS10.1K shares13.54%2025-09-302025-11-04history
IAU ISHARES GOLD TRUST20.0K shares15.73%2025-09-302025-11-04history
BLK BLACKROCK INC COM1.2K shares1.14%2025-09-302025-11-04history
VONG VANGUARD RUSSELL 1000 GROWTH ETF11.9K shares0.00%2025-09-302025-11-04history
ADBE ADOBE INC COM4.1K shares29.54%2025-09-302025-11-04history
IWB ISHARES RUSSELL 1000 ETF3.9K shares-4.33%2025-09-302025-11-04history
ABNB AIRBNB INC COM CL A11.6K shares29.62%2025-09-302025-11-04history
Sponsored
UBER UBER TECHNOLOGIES INC COM14.4K shares6.83%2025-09-302025-11-04history
INTU INTUIT COM2.0K shares-7.01%2025-09-302025-11-04history
ZM ZOOM COMMUNICATIONS INC CL A16.9K shares-34.32%2025-09-302025-11-04history
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF25.2K shares-0.11%2025-09-302025-11-04history
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND31.8K shares0.76%2025-09-302025-11-04history
XLI INDUSTRIAL SELECT SECTOR SPDR FUND9.0K shares0.24%2025-09-302025-11-04history
LULU LULULEMON ATHLETICA INC COM7.8K sharesnew addition2025-09-302025-11-04history
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS4.9K shares-6.05%2025-09-302025-11-04history
Sponsored
DHI D R HORTON INC COM8.1K shares0.23%2025-09-302025-11-04history
SNPS SYNOPSYS INC COM2.8K shares37.60%2025-09-302025-11-04history
IHI ISHARES U.S. MEDICAL DEVICES ETF22.8K shares-33.43%2025-09-302025-11-04history
AMD ADVANCED MICRO DEVICES INC COM8.3K shares43.35%2025-09-302025-11-04history
BSX BOSTON SCIENTIFIC CORP COM13.6K shares20.11%2025-09-302025-11-04history
CNC CENTENE CORP DEL COM37.2K shares6.67%2025-09-302025-11-04history
LIN LINDE PLC SHS2.8K shares14.00%2025-09-302025-11-04history
SCHX SCHWAB U.S. LARGE-CAP ETF49.7K shares3.93%2025-09-302025-11-04history
Sponsored
CRM SALESFORCE INC COM5.5K shares-4.08%2025-09-302025-11-04history
INTC INTEL CORP COM38.6K shares81.87%2025-09-302025-11-04history
SCHD SCHWAB US DIVIDEND EQUITY ETF47.5K shares-1.56%2025-09-302025-11-04history
FEGE FIRST EAGLE GLOBAL EQUITY ETF29.2K shares112.05%2025-09-302025-11-04history
BP BP PLC SPONSORED ADR37.4K shares4.70%2025-09-302025-11-04history
SHOP SHOPIFY INC CL A SUB VTG SHS8.6K shares-1.50%2025-09-302025-11-04history
AZN ASTRAZENECA PLC SPONSORED ADR16.6K shares-9.31%2025-09-302025-11-04history
GM GENERAL MTRS CO COM20.7K shares17.72%2025-09-302025-11-04history
Sponsored
ISRG INTUITIVE SURGICAL INC COM NEW2.8K shares5.44%2025-09-302025-11-04history
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW62.1K shares-5.52%2025-09-302025-11-04history
IWS ISHARES RUSSELL MID-CAP VALUE ETF9.0K shares-40.62%2025-09-302025-11-04history
TSCO TRACTOR SUPPLY CO COM22.0K shares-8.10%2025-09-302025-11-04history
BRC BRADY CORP CL A15.9K shares0.19%2025-09-302025-11-04history
NVS NOVARTIS AG SPONSORED ADR9.7K shares-4.83%2025-09-302025-11-04history
FTHY FIRST TR HIGH YIELD OPPRT 2027 COM85.3K shares0.00%2025-09-302025-11-04history
IWP ISHARES RUSSELL MID-CAP GROWTH ETF8.6K shares4.39%2025-09-302025-11-04history
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PFE PFIZER INC COM47.7K shares-17.11%2025-09-302025-11-04history
GD GENERAL DYNAMICS CORP COM3.5K shares41.84%2025-09-302025-11-04history
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS6.7K shares1.00%2025-09-302025-11-04history
CVS CVS HEALTH CORP COM15.7K shares19.75%2025-09-302025-11-04history
VONV VANGUARD RUSSELL 1000 VALUE ETF13.2K shares-2.44%2025-09-302025-11-04history
URA GLOBAL X URANIUM ETF24.5K shares6.14%2025-09-302025-11-04history
VTWO VANGUARD RUSSELL 2000 ETF11.9K shares0.60%2025-09-302025-11-04history
IWM ISHARES RUSSELL 2000 ETF4.8K shares-24.13%2025-09-302025-11-04history
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SBR SABINE RTY TR UNIT BEN INT14.5K shares0.00%2025-09-302025-11-04history
MSCI MSCI INC COM2.0K shares0.65%2025-09-302025-11-04history
MDLZ MONDELEZ INTL INC CL A18.4K shares2.98%2025-09-302025-11-04history
COP CONOCOPHILLIPS COM12.0K shares0.78%2025-09-302025-11-04history
EXC EXELON CORP COM25.3K shares1.95%2025-09-302025-11-04history
CI THE CIGNA GROUP COM3.9K shares-12.27%2025-09-302025-11-04history
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN30.4K shares3.70%2025-09-302025-11-04history
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF29.1K shares-0.11%2025-09-302025-11-04history
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RBLX ROBLOX CORP CL A7.9K shares30.58%2025-09-302025-11-04history
IEUR ISHARES CORE MSCI EUROPE ETF16.1K shares-1.23%2025-09-302025-11-04history
BDX BECTON DICKINSON & CO COM5.8K shares88.18%2025-09-302025-11-04history
UNH UNITEDHEALTH GROUP INC COM3.1K shares-6.68%2025-09-302025-11-04history
SMH VANECK SEMICONDUCTOR ETF3.3K shares2.93%2025-09-302025-11-04history
LMT LOCKHEED MARTIN CORP COM2.2K shares12.76%2025-09-302025-11-04history
SCHZ SCHWAB US AGGREGATE BOND ETF45.7K shares-0.70%2025-09-302025-11-04history
VBR VANGUARD SMALL CAP VALUE ETF5.1K shares-4.15%2025-09-302025-11-04history
Sponsored
FI FISERV INC COM8.3K shares20.76%2025-09-302025-11-04history
CMCSA COMCAST CORP NEW CL A33.7K shares8.71%2025-09-302025-11-04history
CALF PACER US SMALL CAP CASH COWS ETF23.5K shares-22.82%2025-09-302025-11-04history
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF7.0K shares-18.51%2025-09-302025-11-04history
PNC PNC FINL SVCS GROUP INC COM5.1K shares30.26%2025-09-302025-11-04history
USMV ISHARES MSCI USA MIN VOL FACTOR ETF10.6K shares2.16%2025-09-302025-11-04history
VRTX VERTEX PHARMACEUTICALS INC COM2.6K shares47.48%2025-09-302025-11-04history
TLH ISHARES 10-20 YEAR TREASURY BOND ETF9.7K shares41.14%2025-09-302025-11-04history
Sponsored
ZTS ZOETIS INC CL A6.8K shares3.68%2025-09-302025-11-04history
PAYX PAYCHEX INC COM7.9K shares-4.27%2025-09-302025-11-04history
GBTC GRAYSCALE BITCOIN TRUST ETF11.1K shares0.45%2025-09-302025-11-04history
T AT&T INC COM34.9K shares2.08%2025-09-302025-11-04history
MMM 3M CO COM6.3K shares8.55%2025-09-302025-11-04history
ET ENERGY TRANSFER L P COM UT LTD PTN56.9K shares-22.49%2025-09-302025-11-04history
SBUX STARBUCKS CORP COM11.4K shares-0.38%2025-09-302025-11-04history
NEM NEWMONT CORP COM11.4K shares84.60%2025-09-302025-11-04history
Sponsored
KKR KKR & CO INC COM7.4K shares-0.50%2025-09-302025-11-04history
CRWD CROWDSTRIKE HLDGS INC CL A1.9K shares-6.78%2025-09-302025-11-04history
SPOT SPOTIFY TECHNOLOGY S A SHS1.3K shares2.44%2025-09-302025-11-04history
GLW CORNING INC COM11.4K shares3.15%2025-09-302025-11-04history
EXPE EXPEDIA GROUP INC COM NEW4.4K shares31.09%2025-09-302025-11-04history
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER58.9K shares0.61%2025-09-302025-11-04history
ACWI ISHARES MSCI ACWI ETF6.6K shares-0.38%2025-09-302025-11-04history
WM WASTE MGMT INC DEL COM4.1K shares3.13%2025-09-302025-11-04history
Sponsored
CP CANADIAN PACIFIC KANSAS CITY COM12.3K shares15.33%2025-09-302025-11-04history
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF40.3K shares0.00%2025-09-302025-11-04history
TOL TOLL BROTHERS INC COM6.6K shares2.07%2025-09-302025-11-04history
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF6.4K shares-13.46%2025-09-302025-11-04history
AEP AMERICAN ELEC PWR CO INC COM7.9K shares28.29%2025-09-302025-11-04history
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY16.8K shares1.36%2025-09-302025-11-04history
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND13.8K sharesnew addition2025-09-302025-11-04history
FICO FAIR ISAAC CORP COM577 shares101.05%2025-09-302025-11-04history
Sponsored
UL UNILEVER PLC SPON ADR NEW14.5K shares23.37%2025-09-302025-11-04history
IVLU ISHARES MSCI INTL VALUE FACTOR ETF23.8K shares-3.52%2025-09-302025-11-04history
WDAY WORKDAY INC CL A3.5K shares12.53%2025-09-302025-11-04history
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF3.3K shares16.22%2025-09-302025-11-04history
MUB ISHARES NATIONAL MUNI BOND ETF7.8K shares3.90%2025-09-302025-11-04history
SHEL SHELL PLC SPON ADS11.7K shares17.01%2025-09-302025-11-04history
ECL ECOLAB INC COM3.0K shares5.01%2025-09-302025-11-04history
WMB WILLIAMS COS INC COM13.1K shares2.54%2025-09-302025-11-04history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L P COM26.6K shares-1.54%2025-09-302025-11-04history
AZO AUTOZONE INC COM193 shares22.93%2025-09-302025-11-04history
CME CME GROUP INC COM3.1K shares1.19%2025-09-302025-11-04history
CL COLGATE PALMOLIVE CO COM10.3K shares-3.07%2025-09-302025-11-04history
BK BANK NEW YORK MELLON CORP COM7.4K shares24.01%2025-09-302025-11-04history
COIN COINBASE GLOBAL INC COM CL A2.4K shares-1.46%2025-09-302025-11-04history
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF17.4K shares-1.70%2025-09-302025-11-04history
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF23.1K shares92.57%2025-09-302025-11-04history
Sponsored
SNOW SNOWFLAKE INC COM SHS3.5K shares2.44%2025-09-302025-11-04history
BA BOEING CO COM3.6K shares-2.11%2025-09-302025-11-04history
MCK MCKESSON CORP COM1.0K shares-22.39%2025-09-302025-11-04history
AMP AMERIPRISE FINL INC COM1.6K shares-14.52%2025-09-302025-11-04history
LH LABCORP HOLDINGS INC COM SHS2.7K shares-11.46%2025-09-302025-11-04history
AXP AMERICAN EXPRESS CO COM2.3K shares29.37%2025-09-302025-11-04history
IUSV ISHARES CORE S&P US VALUE ETF7.6K shares7.63%2025-09-302025-11-04history
IAT ISHARES U.S. REGIONAL BANKS ETF14.5K shares0.00%2025-09-302025-11-04history
Sponsored
VLTO VERALTO CORP COM SHS7.1K shares17.05%2025-09-302025-11-04history
IYW ISHARES U.S. TECHNOLOGY ETF3.9K shares-42.78%2025-09-302025-11-04history
SKYY FIRST TRUST CLOUD COMPUTING ETF5.6K shares0.72%2025-09-302025-11-04history
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF22.9K shares49.77%2025-09-302025-11-04history
IWR ISHARES RUSSELL MIDCAP ETF7.8K shares-4.77%2025-09-302025-11-04history
ORLY OREILLY AUTOMOTIVE INC COM6.9K shares0.39%2025-09-302025-11-04history
PCG PG&E CORP COM48.8K shares238.07%2025-09-302025-11-04history
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF13.8K shares5.76%2025-09-302025-11-04history
Sponsored
SCHW SCHWAB CHARLES CORP COM7.6K shares11.96%2025-09-302025-11-04history
DFAS DIMENSIONAL U.S. SMALL CAP ETF10.6K shares0.00%2025-09-302025-11-04history
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF7.9K shares5.24%2025-09-302025-11-04history
MBB ISHARES MBS ETF7.6K shares9.97%2025-09-302025-11-04history
AGG ISHARES CORE U.S. AGGREGATE BOND ETF7.1K shares0.03%2025-09-302025-11-04history
VRSN VERISIGN INC COM2.5K shares29.82%2025-09-302025-11-04history
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND7.7K shares-13.07%2025-09-302025-11-04history
CIEN CIENA CORP COM NEW4.8K shares87.20%2025-09-302025-11-04history
Sponsored
PSA PUBLIC STORAGE OPER CO COM2.4K shares4.90%2025-09-302025-11-04history
PLD PROLOGIS INC. COM6.2K shares7.38%2025-09-302025-11-04history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF11.7K shares5.86%2025-09-302025-11-04history
AMAT APPLIED MATLS INC COM3.4K shares-20.68%2025-09-302025-11-04history
GILD GILEAD SCIENCES INC COM6.2K shares7.19%2025-09-302025-11-04history
TRV TRAVELERS COMPANIES INC COM2.4K shares19.65%2025-09-302025-11-04history
INCY INCYTE CORP COM8.0K shares25.40%2025-09-302025-11-04history
BND VANGUARD TOTAL BOND MARKET ETF9.1K shares14.73%2025-09-302025-11-04history
Sponsored
PSX PHILLIPS 66 COM4.9K shares89.20%2025-09-302025-11-04history
VRT VERTIV HOLDINGS CO COM CL A4.4K shares3.68%2025-09-302025-11-04history
CRH CRH PLC ORD5.5K shares27.39%2025-09-302025-11-04history
EG EVEREST GROUP LTD COM1.9K shares107.86%2025-09-302025-11-04history
TDG TRANSDIGM GROUP INC COM496 shares0.20%2025-09-302025-11-04history
CW CURTISS WRIGHT CORP COM1.2K shares16.18%2025-09-302025-11-04history
HCA HCA HEALTHCARE INC COM1.5K shares47.19%2025-09-302025-11-04history
BKNG BOOKING HOLDINGS INC COM117 shares-7.14%2025-09-302025-11-04history
Sponsored
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND15.1K shares0.99%2025-09-302025-11-04history
DASH DOORDASH INC CL A2.3K shares15.95%2025-09-302025-11-04history
KMI KINDER MORGAN INC DEL COM21.7K shares44.63%2025-09-302025-11-04history
VLO VALERO ENERGY CORP COM3.6K shares5.76%2025-09-302025-11-04history
TROW PRICE T ROWE GROUP INC COM6.0K sharesnew addition2025-09-302025-11-04history
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF11.9K shares7.25%2025-09-302025-11-04history
WTW WILLIS TOWERS WATSON PLC LTD SHS1.7K shares43.46%2025-09-302025-11-04history
CMI CUMMINS INC COM1.4K shares61.02%2025-09-302025-11-04history
Sponsored
ROK ROCKWELL AUTOMATION INC COM1.7K shares3.31%2025-09-302025-11-04history
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF2.8K sharesnew addition2025-09-302025-11-04history
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS9.7K shares47.73%2025-09-302025-11-04history
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND2.5K shares1.19%2025-09-302025-11-04history
VOOG VANGUARD S&P 500 GROWTH ETF1.3K shares4.44%2025-09-302025-11-04history
FITB FIFTH THIRD BANCORP COM13.1K shares3.11%2025-09-302025-11-04history
DG DOLLAR GEN CORP NEW COM5.6K shares52.40%2025-09-302025-11-04history
CLOA ISHARES AAA CLO ACTIVE ETF11.2K shares-0.27%2025-09-302025-11-04history
Sponsored
PFF ISHARES PREFERRED & INCOME SECURITIES ETF18.3K shares-13.51%2025-09-302025-11-04history
BTI BRITISH AMERN TOB PLC SPONSORED ADR10.9K shares36.19%2025-09-302025-11-04history
GDX VANECK GOLD MINERS ETF7.5K shares0.00%2025-09-302025-11-04history
EIX EDISON INTL COM10.4K shares112.87%2025-09-302025-11-04history
VEEV VEEVA SYS INC CL A COM1.9K sharesnew addition2025-09-302025-11-04history
CPRT COPART INC COM12.6K sharesnew addition2025-09-302025-11-04history
APH AMPHENOL CORP NEW CL A4.6K shares31.66%2025-09-302025-11-04history
CDNS CADENCE DESIGN SYSTEM INC COM1.6K shares-12.22%2025-09-302025-11-04history
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YUM YUM BRANDS INC COM3.7K shares-5.16%2025-09-302025-11-04history
RY ROYAL BK CDA COM3.8K shares1.11%2025-09-302025-11-04history
DEO DIAGEO PLC SPON ADR NEW5.9K shares14.16%2025-09-302025-11-04history
DAL DELTA AIR LINES INC DEL COM NEW9.7K shares36.25%2025-09-302025-11-04history
EFG ISHARES MSCI EAFE GROWTH ETF4.8K shares-54.23%2025-09-302025-11-04history
SYY SYSCO CORP COM6.6K shares2.94%2025-09-302025-11-04history
FIX COMFORT SYS USA INC COM655 shares23.58%2025-09-302025-11-04history
ADI ANALOG DEVICES INC COM2.2K shares24.03%2025-09-302025-11-04history
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ELV ELEVANCE HEALTH INC FORMERLY A COM1.7K shares89.61%2025-09-302025-11-04history
URI UNITED RENTALS INC COM561 shares4.47%2025-09-302025-11-04history
IT GARTNER INC COM2.0K shares50.90%2025-09-302025-11-04history
LYFT LYFT INC CL A COM23.9K shares14.17%2025-09-302025-11-04history
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF11.2K shares1.57%2025-09-302025-11-04history
AME AMETEK INC COM2.8K shares37.56%2025-09-302025-11-04history
UAL UNITED AIRLS HLDGS INC COM5.4K shares25.71%2025-09-302025-11-04history
IMO IMPERIAL OIL LTD COM NEW5.7K shares46.58%2025-09-302025-11-04history
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VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF7.0K shares3.52%2025-09-302025-11-04history
ABR ARBOR REALTY TRUST INC COM41.5K shares0.80%2025-09-302025-11-04history
MO ALTRIA GROUP INC COM7.6K shares0.79%2025-09-302025-11-04history
FTI TECHNIPFMC PLC COM12.7K shares40.62%2025-09-302025-11-04history
SO SOUTHERN CO COM5.2K shares17.94%2025-09-302025-11-04history
WPM WHEATON PRECIOUS METALS CORP COM4.4K shares89.09%2025-09-302025-11-04history
MEDP MEDPACE HLDGS INC COM947 sharesnew addition2025-09-302025-11-04history
ABT ABBOTT LABS COM3.6K shares-20.59%2025-09-302025-11-04history
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APA APA CORPORATION COM19.8K shares22.38%2025-09-302025-11-04history
CBRE CBRE GROUP INC CL A3.1K shares-18.58%2025-09-302025-11-04history
LDOS LEIDOS HOLDINGS INC COM2.5K shares29.27%2025-09-302025-11-04history
LEN LENNAR CORP CL A3.8K shares3.90%2025-09-302025-11-04history
B BARRICK MNG CORP COM SHS14.4K sharesnew addition2025-09-302025-11-04history
ORI OLD REP INTL CORP COM11.1K shares54.05%2025-09-302025-11-04history
SCHF SCHWAB INTERNATIONAL EQUITY ETF20.2K shares0.00%2025-09-302025-11-04history
NOC NORTHROP GRUMMAN CORP COM768 shares7.41%2025-09-302025-11-04history
Sponsored
EA ELECTRONIC ARTS INC COM2.3K shares-1.07%2025-09-302025-11-04history
EOG EOG RES INC COM4.1K shares-10.55%2025-09-302025-11-04history
EME EMCOR GROUP INC COM711 shares14.86%2025-09-302025-11-04history
MAS MASCO CORP COM6.6K shares0.82%2025-09-302025-11-04history
CHRW C H ROBINSON WORLDWIDE INC COM NEW3.5K sharesnew addition2025-09-302025-11-04history
SSNC SS&C TECHNOLOGIES HLDGS INC COM5.2K shares-0.08%2025-09-302025-11-04history
SRE SEMPRA COM5.1K shares45.14%2025-09-302025-11-04history
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF8.7K shares-18.13%2025-09-302025-11-04history
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VMC VULCAN MATLS CO COM1.5K shares20.57%2025-09-302025-11-04history
NXPI NXP SEMICONDUCTORS N V COM2.0K shares9.10%2025-09-302025-11-04history
TFC TRUIST FINL CORP COM9.8K shares19.24%2025-09-302025-11-04history
VOT VANGUARD MID-CAP GROWTH ETF1.5K shares1.06%2025-09-302025-11-04history
VICI VICI PPTYS INC COM13.7K shares12.68%2025-09-302025-11-04history
ZS ZSCALER INC COM1.5K shares112.27%2025-09-302025-11-04history
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A4.5K sharesnew addition2025-09-302025-11-04history
DVN DEVON ENERGY CORP NEW COM12.6K shares70.81%2025-09-302025-11-04history
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DD DUPONT DE NEMOURS INC COM5.7K shares6.22%2025-09-302025-11-04history
EMR EMERSON ELEC CO COM3.4K shares13.15%2025-09-302025-11-04history
BRO BROWN & BROWN INC COM4.7K shares123.46%2025-09-302025-11-04history
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF5.3K shares0.00%2025-09-302025-11-04history
DKNG DRAFTKINGS INC NEW COM CL A11.7K shares44.26%2025-09-302025-11-04history
CFG CITIZENS FINL GROUP INC COM8.2K shares26.42%2025-09-302025-11-04history
ALCO ALICO INC COM12.6K shares4.66%2025-09-302025-11-04history
MNST MONSTER BEVERAGE CORP NEW COM6.4K shares-10.00%2025-09-302025-11-04history
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HPQ HP INC COM15.8K shares70.25%2025-09-302025-11-04history
TD TORONTO DOMINION BK ONT COM NEW5.4K shares0.98%2025-09-302025-11-04history
BCSF BAIN CAP SPECIALTY FIN INC COM STK30.1K shares29.50%2025-09-302025-11-04history
TRGP TARGA RES CORP COM2.6K sharesnew addition2025-09-302025-11-04history
AXON AXON ENTERPRISE INC COM593 shares-3.26%2025-09-302025-11-04history
D DOMINION ENERGY INC COM7.0K shares17.63%2025-09-302025-11-04history
TPR TAPESTRY INC COM3.7K shares48.28%2025-09-302025-11-04history
PRU PRUDENTIAL FINL INC COM4.1K shares7.26%2025-09-302025-11-04history
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KDP KEURIG DR PEPPER INC COM16.5K shares39.33%2025-09-302025-11-04history
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF24.7K sharesnew addition2025-09-302025-11-04history
XLB MATERIALS SELECT SECTOR SPDR FUND4.7K shares0.28%2025-09-302025-11-04history
JCI JOHNSON CTLS INTL PLC SHS3.8K shares-19.46%2025-09-302025-11-04history
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF11.8K shares66.41%2025-09-302025-11-04history
CHWY CHEWY INC CL A10.2K sharesnew addition2025-09-302025-11-04history
PEG PUBLIC SVC ENTERPRISE GRP INC COM4.9K shares2.61%2025-09-302025-11-04history
ALNY ALNYLAM PHARMACEUTICALS INC COM899 sharesnew addition2025-09-302025-11-04history
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PH PARKER-HANNIFIN CORP COM539 shares-3.75%2025-09-302025-11-04history
BBY BEST BUY INC COM5.4K sharesnew addition2025-09-302025-11-04history
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE7.3K shares0.00%2025-09-302025-11-04history
MDB MONGODB INC CL A1.3K sharesnew addition2025-09-302025-11-04history
GOVT ISHARES U.S. TREASURY BOND ETF17.5K shares2.42%2025-09-302025-11-04history
HAS HASBRO INC COM5.3K shares10.46%2025-09-302025-11-04history
LHX L3HARRIS TECHNOLOGIES INC COM1.3K shares-47.90%2025-09-302025-11-04history
OTIS OTIS WORLDWIDE CORP COM4.4K shares34.36%2025-09-302025-11-04history
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MOH MOLINA HEALTHCARE INC COM2.1K sharesnew addition2025-09-302025-11-04history
MET METLIFE INC COM4.8K shares12.31%2025-09-302025-11-04history
ADT ADT INC DEL COM45.5K shares307.57%2025-09-302025-11-04history
WELL WELLTOWER INC COM2.2K shares50.68%2025-09-302025-11-04history
LPLA LPL FINL HLDGS INC COM1.2K shares7.99%2025-09-302025-11-04history
KD KYNDRYL HLDGS INC COMMON STOCK13.2K shares29.86%2025-09-302025-11-04history
SOFI SOFI TECHNOLOGIES INC COM14.9K shares44.27%2025-09-302025-11-04history
MANH MANHATTAN ASSOCIATES INC COM1.9K shares31.55%2025-09-302025-11-04history
Sponsored
CTVA CORTEVA INC COM5.8K shares-28.27%2025-09-302025-11-04history
USB US BANCORP DEL COM NEW8.1K shares26.26%2025-09-302025-11-04history
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF10.7K shares0.00%2025-09-302025-11-04history
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF8.4K shares0.86%2025-09-302025-11-04history
JBHT HUNT J B TRANS SVCS INC COM2.9K shares68.08%2025-09-302025-11-04history
CAH CARDINAL HEALTH INC COM2.5K shares-6.52%2025-09-302025-11-04history
DUK DUKE ENERGY CORP NEW COM NEW3.1K shares3.62%2025-09-302025-11-04history
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF3.4K shares-0.98%2025-09-302025-11-04history
Sponsored
REGN REGENERON PHARMACEUTICALS COM679 sharesnew addition2025-09-302025-11-04history
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF5.7K shares0.00%2025-09-302025-11-04history
WAY WAYSTAR HLDG CORP COM10.1K shares0.51%2025-09-302025-11-04history
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF3.3K shares-87.95%2025-09-302025-11-04history
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF16.5K shares0.00%2025-09-302025-11-04history
TSN TYSON FOODS INC CL A6.9K shares40.34%2025-09-302025-11-04history
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF7.6K sharesnew addition2025-09-302025-11-04history
IQV IQVIA HLDGS INC COM2.0K shares53.11%2025-09-302025-11-04history
Sponsored
BWA BORGWARNER INC COM8.4K sharesnew addition2025-09-302025-11-04history
ESLT ELBIT SYS LTD ORD725 shares0.00%2025-09-302025-11-04history
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF1.6K shares0.00%2025-09-302025-11-04history
ARW ARROW ELECTRS INC COM3.0K shares26.61%2025-09-302025-11-04history
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF4.4K shares23.95%2025-09-302025-11-04history
GRMN GARMIN LTD SHS1.5K shares27.84%2025-09-302025-11-04history
UHS UNIVERSAL HLTH SVCS INC CL B1.8K sharesnew addition2025-09-302025-11-04history
LAMR LAMAR ADVERTISING CO NEW CL A3.0K shares20.83%2025-09-302025-11-04history
Sponsored
HAL HALLIBURTON CO COM14.8K shares20.49%2025-09-302025-11-04history
XYL XYLEM INC COM2.5K shares4.33%2025-09-302025-11-04history
PHM PULTE GROUP INC COM2.7K shares1.83%2025-09-302025-11-04history
CGBD CARLYLE SECURED LENDING INC COM28.6K shares14.52%2025-09-302025-11-04history
HUBS HUBSPOT INC COM764 sharesnew addition2025-09-302025-11-04history
TLN TALEN ENERGY CORP COM840 shares-1.29%2025-09-302025-11-04history
PIPR PIPER SANDLER COMPANIES COM1.0K shares-0.58%2025-09-302025-11-04history
DE DEERE & CO COM779 shares-0.38%2025-09-302025-11-04history
Sponsored
RKLB ROCKET LAB CORP COM7.4K shares-8.38%2025-09-302025-11-04history
ODFL OLD DOMINION FREIGHT LINE INC COM2.5K shares14.85%2025-09-302025-11-04history
CGGR CAPITAL GROUP GROWTH ETF8.0K sharesnew addition2025-09-302025-11-04history
MTB M & T BK CORP COM1.8K sharesnew addition2025-09-302025-11-04history
OHI OMEGA HEALTHCARE INVS INC COM8.3K shares10.71%2025-09-302025-11-04history
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF15.9K shares0.00%2025-09-302025-11-04history
WDC WESTERN DIGITAL CORP COM2.9K sharesnew addition2025-09-302025-11-04history
ATO ATMOS ENERGY CORP COM2.0K shares24.47%2025-09-302025-11-04history
Sponsored
ASLV ALLSPRING SPECIAL LARGE VALUE ETF12.6K shares0.00%2025-09-302025-11-04history
AER AERCAP HOLDINGS NV SHS2.8K shares-18.32%2025-09-302025-11-04history
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS3.5K shares46.25%2025-09-302025-11-04history
PGX INVESCO PREFERRED ETF29.5K shares6.11%2025-09-302025-11-04history
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF8.1K shares-27.43%2025-09-302025-11-04history
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF4.0K shares0.00%2025-09-302025-11-04history
RYAN RYAN SPECIALTY HOLDINGS INC CL A6.1K shares3.05%2025-09-302025-11-04history
DGRO ISHARES CORE DIVIDEND GROWTH ETF5.0K shares0.00%2025-09-302025-11-04history
Sponsored
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF3.1K shares16.19%2025-09-302025-11-04history
AIG AMERICAN INTL GROUP INC COM NEW4.3K shares-29.60%2025-09-302025-11-04history
STIP ISHARES 0-5 YEAR TIPS BOND ETF3.3K shares7.54%2025-09-302025-11-04history
HOOD ROBINHOOD MKTS INC COM CL A2.4K sharesnew addition2025-09-302025-11-04history
ARE ALEXANDRIA REAL ESTATE EQ INC COM4.0K shares31.75%2025-09-302025-11-04history
FCX FREEPORT-MCMORAN INC CL B8.5K shares3.12%2025-09-302025-11-04history
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF5.7K shares0.00%2025-09-302025-11-04history
ITW ILLINOIS TOOL WKS INC COM1.3K shares37.65%2025-09-302025-11-04history
Sponsored
ESI ELEMENT SOLUTIONS INC COM13.2K sharesnew addition2025-09-302025-11-04history
CARR CARRIER GLOBAL CORPORATION COM5.5K shares-15.89%2025-09-302025-11-04history
THC TENET HEALTHCARE CORP COM NEW1.6K sharesnew addition2025-09-302025-11-04history
EVR EVERCORE INC CLASS A975 shares27.12%2025-09-302025-11-04history

Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TRUST500 sharesnew addition2025-09-302025-11-04history
QQQ Call CallINVESCO QQQ TRUST SERIES I500 sharesnew addition2025-09-302025-11-04history
NVO Call CallNOVO-NORDISK A S ADR1.0K shares0.00%2025-09-302025-11-04history

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TRUST8.8K shares15.79%2025-09-302025-11-04history
NVDA Put PutNVIDIA CORPORATION COM3.0K shares0.00%2025-09-302025-11-04history