The Analysis of TRITONPOINT WEALTH, LLC's Holdings


Currently, TRITONPOINT WEALTH, LLC holds 349 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in QXO (+285.9K shares, valued at $5.4M), AAPL (+7.5K shares, valued at $1.9M), ADI (+6.2K shares, valued at $1.5M); decreased their positions in ORCL (-11.4K shares, valued at $3.2M), CMG (-23.4K shares, valued at $915.5K), XLV (-5.9K shares, valued at $826.7K); initiated new positions in QXO (+285.9K shares, valued at $5.4M), SHEL (+5.2K shares, valued at $372.1K), APP (+482 shares, valued at $346.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC390.7K shares1.96%2025-09-302025-10-15history
VUG VANGUARD INDEX FDS92.3K shares2.38%2025-09-302025-10-15history
MSFT MICROSOFT CORP82.4K shares-0.18%2025-09-302025-10-15history
AMZN AMAZON COM INC175.8K shares0.41%2025-09-302025-10-15history
GOOGL ALPHABET INC152.1K shares-1.04%2025-09-302025-10-15history
GOOG ALPHABET INC138.5K shares-0.67%2025-09-302025-10-15history
JPM JPMORGAN CHASE & CO94.2K shares-1.80%2025-09-302025-10-15history
VOO VANGUARD INDEX FDS40.6K shares-0.12%2025-09-302025-10-15history
Sponsored
V VISA INC61.8K shares0.41%2025-09-302025-10-15history
IYW ISHARES TR106.2K shares-1.13%2025-09-302025-10-15history
NVDA NVIDIA CORPORATION92.4K shares-0.32%2025-09-302025-10-15history
MA MASTERCARD INCORPORATED28.9K shares-2.19%2025-09-302025-10-15history
BNL BROADSTONE NET LEASE INC840.5K shares5.30%2025-09-302025-10-15history
JNJ JOHNSON & JOHNSON80.1K shares-1.38%2025-09-302025-10-15history
DHR DANAHER CORPORATION74.1K shares-0.36%2025-09-302025-10-15history
WMT WALMART INC140.7K shares0.46%2025-09-302025-10-15history
Sponsored
ISRG INTUITIVE SURGICAL INC29.2K shares0.15%2025-09-302025-10-15history
XPO XPO INC98.5K shares0.36%2025-09-302025-10-15history
TJX TJX COS INC NEW85.8K shares0.63%2025-09-302025-10-15history
IVV ISHARES TR18.4K shares-2.91%2025-09-302025-10-15history
DOV DOVER CORP73.6K shares0.03%2025-09-302025-10-15history
XLF SELECT SECTOR SPDR TR219.9K shares-0.84%2025-09-302025-10-15history
XLI SELECT SECTOR SPDR TR72.3K shares-0.88%2025-09-302025-10-15history
WFC WELLS FARGO CO NEW130.7K shares-2.85%2025-09-302025-10-15history
Sponsored
MDLZ MONDELEZ INTL INC165.6K shares1.62%2025-09-302025-10-15history
BA BOEING CO47.1K shares0.17%2025-09-302025-10-15history
LRCX LAM RESEARCH CORP75.5K shares-0.92%2025-09-302025-10-15history
XLK SELECT SECTOR SPDR TR35.7K shares0.17%2025-09-302025-10-15history
TMO THERMO FISHER SCIENTIFIC INC20.5K shares0.16%2025-09-302025-10-15history
CB CHUBB LIMITED34.1K shares2.76%2025-09-302025-10-15history
ORCL ORACLE CORP33.3K shares-25.49%2025-09-302025-10-15history
BRK.B BERKSHIRE HATHAWAY INC DEL17.3K shares9.16%2025-09-302025-10-15history
Sponsored
HD HOME DEPOT INC19.8K shares0.85%2025-09-302025-10-15history
CVX CHEVRON CORP NEW50.9K shares2.53%2025-09-302025-10-15history
SPYG SPDR SER TR73.1K shares-6.24%2025-09-302025-10-15history
ABT ABBOTT LABS56.0K shares-5.19%2025-09-302025-10-15history
MRK MERCK & CO INC86.2K shares-7.81%2025-09-302025-10-15history
PEP PEPSICO INC51.2K shares-1.68%2025-09-302025-10-15history
YUM YUM BRANDS INC46.3K shares0.17%2025-09-302025-10-15history
BLK BLACKROCK INC5.7K shares7.24%2025-09-302025-10-15history
Sponsored
XLV SELECT SECTOR SPDR TR47.6K shares-11.09%2025-09-302025-10-15history
COF CAPITAL ONE FINL CORP30.9K shares-3.52%2025-09-302025-10-15history
VYM VANGUARD WHITEHALL FDS45.8K shares-0.39%2025-09-302025-10-15history
RTX RAYTHEON TECHNOLOGIES CORP37.7K shares-0.09%2025-09-302025-10-15history
ADI ANALOG DEVICES INC25.5K shares31.87%2025-09-302025-10-15history
SBUX STARBUCKS CORP73.9K shares2.35%2025-09-302025-10-15history
COST COSTCO WHSL CORP NEW6.7K shares1.24%2025-09-302025-10-15history
META META PLATFORMS INC8.4K shares6.75%2025-09-302025-10-15history
Sponsored
CME CME GROUP INC22.8K shares0.21%2025-09-302025-10-15history
EOG EOG RES INC54.4K shares-4.22%2025-09-302025-10-15history
IWO ISHARES TR18.5K shares-2.58%2025-09-302025-10-15history
IJR ISHARES TR46.5K shares1.28%2025-09-302025-10-15history
IEFA ISHARES TR63.0K shares1.47%2025-09-302025-10-15history
QXO QXO INC285.9K sharesnew addition2025-09-302025-10-15history
VTI VANGUARD INDEX FDS16.3K shares-0.06%2025-09-302025-10-15history
BX BLACKSTONE INC31.1K shares-3.64%2025-09-302025-10-15history
Sponsored
CAT CATERPILLAR INC11.1K shares6.87%2025-09-302025-10-15history
ECL ECOLAB INC19.0K shares-0.20%2025-09-302025-10-15history
SPYV SPDR SER TR91.2K shares-2.14%2025-09-302025-10-15history
LHX L3HARRIS TECHNOLOGIES INC16.3K shares2.22%2025-09-302025-10-15history
BIP BROOKFIELD INFRAST PARTNERS149.7K shares-1.91%2025-09-302025-10-15history
PG PROCTER AND GAMBLE CO31.9K shares0.42%2025-09-302025-10-15history
BIV VANGUARD BD INDEX FDS62.3K shares-1.42%2025-09-302025-10-15history
XLC SELECT SECTOR SPDR TR40.7K shares0.67%2025-09-302025-10-15history
Sponsored
AVGO AVAGO TECHNOLOGIES LTD14.4K shares-7.78%2025-09-302025-10-15history
IJK ISHARES TR48.4K shares-6.43%2025-09-302025-10-15history
HEFA ISHARES TR114.8K shares1.79%2025-09-302025-10-15history
CL COLGATE PALMOLIVE CO56.3K shares-3.00%2025-09-302025-10-15history
UNH UNITEDHEALTH GROUP INC13.0K shares-3.48%2025-09-302025-10-15history
ABFL TRIMTABS ETF TR60.3K shares-4.03%2025-09-302025-10-15history
MAR MARRIOTT INTL INC NEW16.4K shares-2.14%2025-09-302025-10-15history
AES AES CORP321.1K shares3.57%2025-09-302025-10-15history
Sponsored
CATERPILLAR INC CATERPILLAR INC122.2K shares-0.48%2025-09-302025-10-15history
BAM BROOKFIELD ASSET MANAGMT LTD72.4K shares-1.76%2025-09-302025-10-15history
XLY SELECT SECTOR SPDR TR17.0K shares-0.04%2025-09-302025-10-15history
NOW SERVICENOW INC4.4K shares58.80%2025-09-302025-10-15history
AGG ISHARES TR39.1K shares2.93%2025-09-302025-10-15history
SPY SPDR S&P 500 ETF TR5.9K shares-2.33%2025-09-302025-10-15history
BAC BANK AMERICA CORP74.7K shares6.33%2025-09-302025-10-15history
LMT LOCKHEED MARTIN CORP7.6K shares0.24%2025-09-302025-10-15history
Sponsored
KO COCA COLA CO53.2K shares-1.63%2025-09-302025-10-15history
TSLA TESLA INC8.0K shares11.22%2025-09-302025-10-15history
EPD ENTERPRISE PRODS PARTNERS L112.7K shares9.74%2025-09-302025-10-15history
BINC BLACKROCK ETF TRUST II62.5K shares4.83%2025-09-302025-10-15history
CRM SALESFORCE INC13.9K shares-4.97%2025-09-302025-10-15history
ADBE ADOBE INC9.4K shares-1.36%2025-09-302025-10-15history
PH PARKER-HANNIFIN CORP4.3K shares1.11%2025-09-302025-10-15history
QQQ INVESCO QQQ TR5.4K shares0.88%2025-09-302025-10-15history
Sponsored
IEMG ISHARES INC48.3K shares-2.02%2025-09-302025-10-15history
MCD MCDONALDS CORP10.4K shares0.78%2025-09-302025-10-15history
LH LABCORP HOLDINGS INC10.9K shares-2.08%2025-09-302025-10-15history
CHKP CHECK POINT SOFTWARE TECH LT15.1K shares-0.26%2025-09-302025-10-15history
LLY ELI LILLY & CO4.0K shares1.49%2025-09-302025-10-15history
BN BROOKFIELD CORP43.9K shares-7.06%2025-09-302025-10-15history
VB VANGUARD INDEX FDS11.8K shares6.24%2025-09-302025-10-15history
ZTS ZOETIS INC20.2K shares-9.10%2025-09-302025-10-15history
Sponsored
ABBV ABBVIE INC12.6K shares1.77%2025-09-302025-10-15history
PNC PNC FINL SVCS GROUP INC14.2K shares0.20%2025-09-302025-10-15history
VOE VANGUARD INDEX FDS16.0K shares0.00%2025-09-302025-10-15history
VO VANGUARD INDEX FDS9.2K shares11.35%2025-09-302025-10-15history
FBND FIDELITY MERRIMACK STR TR58.0K shares1.95%2025-09-302025-10-15history
MBB ISHARES TR27.7K shares-0.15%2025-09-302025-10-15history
VTV VANGUARD INDEX FDS13.8K shares-2.12%2025-09-302025-10-15history
VOT VANGUARD INDEX FDS8.4K shares-8.53%2025-09-302025-10-15history
Sponsored
UNP UNION PAC CORP10.2K shares-1.74%2025-09-302025-10-15history
XLP SELECT SECTOR SPDR TR30.5K shares-1.28%2025-09-302025-10-15history
SNOW SNOWFLAKE INC10.5K shares5.21%2025-09-302025-10-15history
VGT VANGUARD WORLD FDS3.1K shares0.00%2025-09-302025-10-15history
GNRC GENERAC HLDGS INC13.5K shares4.00%2025-09-302025-10-15history
NFLX NETFLIX INC1.9K shares-1.00%2025-09-302025-10-15history
BSV VANGUARD BD INDEX FDS28.5K shares-10.20%2025-09-302025-10-15history
IYC ISHARES TR21.3K shares-0.05%2025-09-302025-10-15history
Sponsored
VBR VANGUARD INDEX FDS10.5K shares-0.12%2025-09-302025-10-15history
XOM EXXON MOBIL CORP19.5K shares-5.72%2025-09-302025-10-15history
CMG CHIPOTLE MEXICAN GRILL INC56.0K shares-29.42%2025-09-302025-10-15history
BALL BALL CORP42.4K shares-2.81%2025-09-302025-10-15history
IGV ISHARES TR18.6K shares-0.83%2025-09-302025-10-15history
USMV ISHARES TR21.3K shares-1.38%2025-09-302025-10-15history
GS GOLDMAN SACHS GROUP INC2.4K shares-3.63%2025-09-302025-10-15history
ADP AUTOMATIC DATA PROCESSING IN6.5K shares0.64%2025-09-302025-10-15history
Sponsored
DIS DISNEY WALT CO15.9K shares1.28%2025-09-302025-10-15history
STIP ISHARES TR17.4K shares2.63%2025-09-302025-10-15history
VBK VANGUARD INDEX FDS5.7K shares-9.21%2025-09-302025-10-15history
IGSB ISHARES TR31.3K shares2.62%2025-09-302025-10-15history
REGN REGENERON PHARMACEUTICALS2.8K shares11.30%2025-09-302025-10-15history
DPZ DOMINOS PIZZA INC3.6K shares-6.56%2025-09-302025-10-15history
HON HONEYWELL INTL INC7.4K shares-2.22%2025-09-302025-10-15history
SCHX SCHWAB STRATEGIC TR58.6K shares0.00%2025-09-302025-10-15history
Sponsored
CSCO CISCO SYS INC22.2K shares6.09%2025-09-302025-10-15history
RCL ROYAL CARIBBEAN GROUP4.6K shares0.57%2025-09-302025-10-15history
PLTR PALANTIR TECHNOLOGIES INC8.0K shares2.93%2025-09-302025-10-15history
GXO GXO LOGISTICS INCORPORATED27.5K shares-13.47%2025-09-302025-10-15history
SYK STRYKER CORPORATION3.9K shares-1.83%2025-09-302025-10-15history
IVW ISHARES TR11.9K shares2.15%2025-09-302025-10-15history
IJH ISHARES TR21.7K shares-0.23%2025-09-302025-10-15history
VIGI VANGUARD WHITEHALL FDS15.8K shares0.00%2025-09-302025-10-15history
Sponsored
WING WINGSTOP INC5.0K shares7.13%2025-09-302025-10-15history
EMR EMERSON ELEC CO9.5K shares0.29%2025-09-302025-10-15history
QCOM QUALCOMM INC7.4K shares0.80%2025-09-302025-10-15history
MMM 3M CO7.7K shares0.75%2025-09-302025-10-15history
SPSB SPDR SER TR38.9K shares4.70%2025-09-302025-10-15history
UPS UNITED PARCEL SERVICE INC14.0K shares-10.32%2025-09-302025-10-15history
NDAQ NASDAQ INC13.1K shares1.14%2025-09-302025-10-15history
OKE ONEOK INC NEW15.7K shares13.40%2025-09-302025-10-15history
Sponsored
IWB ISHARES TR3.1K shares42.98%2025-09-302025-10-15history
AJG GALLAGHER ARTHUR J & CO3.6K shares12.26%2025-09-302025-10-15history
JEPI J P MORGAN EXCHANGE TRADED19.6K shares-5.69%2025-09-302025-10-15history
GD GENERAL DYNAMICS CORP3.2K shares-3.15%2025-09-302025-10-15history
IYJ ISHARES TR7.5K shares-15.45%2025-09-302025-10-15history
LIN LINDE PLC2.3K shares2.18%2025-09-302025-10-15history
GE GE AEROSPACE3.6K shares3.34%2025-09-302025-10-15history
TWI TITAN INTL INC ILL142.6K shares-3.39%2025-09-302025-10-15history
Sponsored
TLT ISHARES TR11.7K shares2.95%2025-09-302025-10-15history
INTU INTUIT1.5K shares-5.27%2025-09-302025-10-15history
SAP SAP SE3.8K shares0.64%2025-09-302025-10-15history
IWF ISHARES TR2.1K shares-11.84%2025-09-302025-10-15history
XLE SELECT SECTOR SPDR TR10.6K shares1.82%2025-09-302025-10-15history
AXP AMERICAN EXPRESS CO2.8K shares1.45%2025-09-302025-10-15history
CSTL CASTLE BIOSCIENCES INC40.8K shares0.00%2025-09-302025-10-15history
AIG AMERICAN INTL GROUP INC11.7K shares9.10%2025-09-302025-10-15history
Sponsored
A AGILENT TECHNOLOGIES INC7.1K shares-5.13%2025-09-302025-10-15history
JEPQ J P MORGAN EXCHANGE TRADED F15.5K shares4.30%2025-09-302025-10-15history
SPGI S&P GLOBAL INC1.8K shares1.22%2025-09-302025-10-15history
SPG SIMON PPTY GROUP INC NEW4.7K shares28.43%2025-09-302025-10-15history
BMY BRISTOL-MYERS SQUIBB CO19.6K shares-24.57%2025-09-302025-10-15history
MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares-10.17%2025-09-302025-10-15history
ARES ARES MANAGEMENT CORPORATION5.4K shares1.45%2025-09-302025-10-15history
TSM TAIWAN SEMICONDUCTOR MFG LTD3.1K shares-0.39%2025-09-302025-10-15history
Sponsored
TIP ISHARES TR7.7K shares5.01%2025-09-302025-10-15history
IJT ISHARES TR5.9K shares0.00%2025-09-302025-10-15history
IYH ISHARES TR14.0K shares2.26%2025-09-302025-10-15history
AB ALLIANCEBERNSTEIN HLDG L P21.5K shares22.90%2025-09-302025-10-15history
CPRT COPART INC18.1K shares-0.35%2025-09-302025-10-15history
PFE PFIZER INC31.9K shares2.55%2025-09-302025-10-15history
IBM INTERNATIONAL BUSINESS MACHS2.8K shares0.39%2025-09-302025-10-15history
COP CONOCOPHILLIPS8.3K shares-0.46%2025-09-302025-10-15history
Sponsored
GILD GILEAD SCIENCES INC7.1K shares2.10%2025-09-302025-10-15history
RSG REPUBLIC SVCS INC3.4K shares-0.76%2025-09-302025-10-15history
AKAM AKAMAI TECHNOLOGIES INC10.3K shares-12.00%2025-09-302025-10-15history
TYL TYLER TECHNOLOGIES INC1.5K shares-2.90%2025-09-302025-10-15history
IWM ISHARES TR3.2K shares-0.87%2025-09-302025-10-15history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-15history
APTV APTIV PLC8.7K shares-46.28%2025-09-302025-10-15history
ICE INTERCONTINENTAL EXCHANGE INC4.3K shares-0.39%2025-09-302025-10-15history
Sponsored
SO SOUTHERN CO7.6K shares1.98%2025-09-302025-10-15history
LDOS LEIDOS HOLDINGS INC3.8K shares0.00%2025-09-302025-10-15history
ET ENERGY TRANSFER L P41.0K shares41.41%2025-09-302025-10-15history
SLYG SPDR SER TR7.4K shares0.00%2025-09-302025-10-15history
IUSG ISHARES TR4.2K shares0.00%2025-09-302025-10-15history
PM PHILIP MORRIS INTL INC4.2K shares1.51%2025-09-302025-10-15history
NVO NOVO-NORDISK A S12.2K shares-6.21%2025-09-302025-10-15history
CG CARLYLE GROUP INC10.5K shares0.00%2025-09-302025-10-15history
Sponsored
FDX FEDEX CORP2.7K shares26.84%2025-09-302025-10-15history
FLRN SPDR SER TR20.7K shares0.00%2025-09-302025-10-15history
WMB WILLIAMS COS INC10.1K shares-0.54%2025-09-302025-10-15history
SMH VANECK ETF TRUST1.9K shares14.86%2025-09-302025-10-15history
APH AMPHENOL CORP NEW5.0K shares5.82%2025-09-302025-10-15history
MS MORGAN STANLEY3.9K shares2.50%2025-09-302025-10-15history
AUB ATLANTIC UN BANKSHARES CORP17.5K shares1.84%2025-09-302025-10-15history
SCHB SCHWAB STRATEGIC TR23.9K shares0.00%2025-09-302025-10-15history
Sponsored
GEV GE VERNOVA INC994 shares1.74%2025-09-302025-10-15history
MPC MARATHON PETE CORP3.2K shares0.80%2025-09-302025-10-15history
EGP EASTGROUP PPTYS INC3.5K shares0.00%2025-09-302025-10-15history
SLB SCHLUMBERGER LTD17.2K shares20.32%2025-09-302025-10-15history
KMI KINDER MORGAN INC DEL21.0K shares-0.03%2025-09-302025-10-15history
TSCO TRACTOR SUPPLY CO10.2K shares-6.06%2025-09-302025-10-15history
DELL DELL TECHNOLOGIES INC4.0K shares0.20%2025-09-302025-10-15history
CSX CSX CORP15.7K shares1.22%2025-09-302025-10-15history
Sponsored
MDT MEDTRONIC PLC5.8K shares3.25%2025-09-302025-10-15history
AMGN AMGEN INC1.9K shares-1.55%2025-09-302025-10-15history
NEE NEXTERA ENERGY INC7.0K shares2.27%2025-09-302025-10-15history
QUAL ISHARES TR2.7K shares-1.12%2025-09-302025-10-15history
KLAC KLA CORP488 shares2.52%2025-09-302025-10-15history
ACN ACCENTURE PLC IRELAND2.1K shares-50.84%2025-09-302025-10-15history
MUB ISHARES TR4.9K shares-0.28%2025-09-302025-10-15history
ARCT ARCTURUS THERAPEUTICS HLDGS28.1K shares0.00%2025-09-302025-10-15history
Sponsored
SNA SNAP ON INC1.5K shares50.40%2025-09-302025-10-15history
GLD SPDR GOLD TR1.4K shares10.05%2025-09-302025-10-15history
ITOT ISHARES TR3.5K shares1.19%2025-09-302025-10-15history
C CITIGROUP INC5.0K shares2.13%2025-09-302025-10-15history
MKL MARKEL GROUP INC262 shares0.00%2025-09-302025-10-15history
TMUS T-MOBILE US INC2.1K shares1.56%2025-09-302025-10-15history
MTB M & T BK CORP2.5K shares0.32%2025-09-302025-10-15history
STE STERIS PLC2.0K shares0.05%2025-09-302025-10-15history
Sponsored
SHM SPDR SER TR10.2K shares-1.97%2025-09-302025-10-15history
TRI THOMSON REUTERS CORP.3.2K shares-8.75%2025-09-302025-10-15history
MDYG SPDR SER TR5.4K shares0.00%2025-09-302025-10-15history
VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.00%2025-09-302025-10-15history
SCHA SCHWAB STRATEGIC TR17.5K shares0.03%2025-09-302025-10-15history
AMD ADVANCED MICRO DEVICES INC3.0K shares5.29%2025-09-302025-10-15history
CTAS CINTAS CORP2.3K shares0.13%2025-09-302025-10-15history
IYF ISHARES TR3.8K shares-9.59%2025-09-302025-10-15history
Sponsored
DGRW WISDOMTREE TR5.3K shares40.38%2025-09-302025-10-15history
FSV FIRSTSERVICE CORP NEW2.5K shares-2.49%2025-09-302025-10-15history
LOW LOWES COS INC1.8K shares5.55%2025-09-302025-10-15history
ASML ASML HOLDING N V469 shares-1.68%2025-09-302025-10-15history
PGR PROGRESSIVE CORP1.8K shares6.13%2025-09-302025-10-15history
FTCS FIRST TR EXCHANGE-TRADED FD4.7K shares0.00%2025-09-302025-10-15history
MOS MOSAIC CO NEW12.4K shares0.16%2025-09-302025-10-15history
FE FIRSTENERGY CORP9.3K shares0.89%2025-09-302025-10-15history
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FI FISERV INC3.2K shares-13.06%2025-09-302025-10-15history
UBER UBER TECHNOLOGIES INC4.2K shares5.36%2025-09-302025-10-15history
AEP AMERICAN ELEC PWR CO INC3.7K shares3.86%2025-09-302025-10-15history
BK BANK NEW YORK MELLON CORP3.8K shares1.14%2025-09-302025-10-15history
IYG ISHARES TR4.6K shares0.00%2025-09-302025-10-15history
IBIT ISHARES BITCOIN TRUST ETF6.3K shares0.00%2025-09-302025-10-15history
FBT FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2025-09-302025-10-15history
PSX PHILLIPS 663.0K shares42.97%2025-09-302025-10-15history
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EFV ISHARES TR6.0K shares0.00%2025-09-302025-10-15history
CMI CUMMINS INC941 shares1.62%2025-09-302025-10-15history
IHF ISHARES TR8.0K shares-0.62%2025-09-302025-10-15history
ETN EATON CORP PLC1.1K shares-1.22%2025-09-302025-10-15history
PWR QUANTA SVCS INC950 shares0.32%2025-09-302025-10-15history
MCK MCKESSON CORP508 shares-0.59%2025-09-302025-10-15history
CRWD CROWDSTRIKE HLDGS INC795 shares0.76%2025-09-302025-10-15history
ESGU ISHARES TR2.7K shares0.00%2025-09-302025-10-15history
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IUSV ISHARES TR3.9K shares0.00%2025-09-302025-10-15history
DE DEERE & CO845 shares-6.11%2025-09-302025-10-15history
OSK OSHKOSH CORP2.9K shares-9.44%2025-09-302025-10-15history
SHEL SHELL PLC5.2K sharesnew addition2025-09-302025-10-15history
T AT&T INC13.2K shares0.44%2025-09-302025-10-15history
MU MICRON TECHNOLOGY INC2.2K shares-15.61%2025-09-302025-10-15history
AAXJ ISHARES TR4.0K shares0.00%2025-09-302025-10-15history
IWD ISHARES TR1.8K shares-12.30%2025-09-302025-10-15history
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HALO HALOZYME THERAPEUTICS INC4.9K shares-4.00%2025-09-302025-10-15history
FCNCA FIRST CTZNS BANCSHARES INC N201 shares0.00%2025-09-302025-10-15history
GLW CORNING INC4.4K shares1.06%2025-09-302025-10-15history
ALL ALLSTATE CORP1.7K shares0.48%2025-09-302025-10-15history
CEG CONSTELLATION ENERGY CORP1.1K shares0.46%2025-09-302025-10-15history
DD DUPONT DE NEMOURS INC4.6K shares0.88%2025-09-302025-10-15history
MO ALTRIA GROUP INC5.2K shares-0.19%2025-09-302025-10-15history
AMAT APPLIED MATLS INC1.7K shares-16.35%2025-09-302025-10-15history
Sponsored
APP APPLOVIN CORP482 sharesnew addition2025-09-302025-10-15history
VDE VANGUARD WORLD FD2.7K shares-0.33%2025-09-302025-10-15history
EW EDWARDS LIFESCIENCES CORP4.4K shares0.27%2025-09-302025-10-15history
BSX BOSTON SCIENTIFIC CORP3.5K shares4.04%2025-09-302025-10-15history
PHO INVESCO EXCHANGE TRADED FD T4.7K shares0.00%2025-09-302025-10-15history
UL UNILEVER PLC5.7K shares-3.34%2025-09-302025-10-15history
MMC MARSH & MCLENNAN COS INC1.6K shares-4.85%2025-09-302025-10-15history
ROP ROPER TECHNOLOGIES INC665 shares-6.47%2025-09-302025-10-15history
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IWR ISHARES TR3.4K shares0.09%2025-09-302025-10-15history
SRE SEMPRA3.7K shares-39.09%2025-09-302025-10-15history
EWBC EAST WEST BANCORP INC3.1K shares-4.79%2025-09-302025-10-15history
VZ VERIZON COMMUNICATIONS INC7.3K shares-1.19%2025-09-302025-10-15history
OTIS OTIS WORLDWIDE CORP3.5K shares15.04%2025-09-302025-10-15history
MC MOELIS & CO4.5K shares0.00%2025-09-302025-10-15history
BKNG BOOKING HOLDINGS INC59 shares-3.28%2025-09-302025-10-15history
TMP TOMPKINS FINL CORP4.7K shares0.00%2025-09-302025-10-15history
Sponsored
NSC NORFOLK SOUTHN CORP1.0K shares3.48%2025-09-302025-10-15history
ROST ROSS STORES INC2.0K shares-0.88%2025-09-302025-10-15history
IWV ISHARES TR813 shares-7.40%2025-09-302025-10-15history
DHI D R HORTON INC1.8K shares10.12%2025-09-302025-10-15history
IOO ISHARES TR2.5K shares-1.96%2025-09-302025-10-15history
TRV TRAVELERS COMPANIES INC1.1K shares-2.83%2025-09-302025-10-15history
NKE NIKE INC4.2K shares-8.80%2025-09-302025-10-15history
TXN TEXAS INSTRS INC1.6K shares1.97%2025-09-302025-10-15history
Sponsored
FTV FORTIVE CORP6.0K shares-2.97%2025-09-302025-10-15history
POOL POOL CORP894 shares0.79%2025-09-302025-10-15history
MGV VANGUARD WORLD FD2.0K shares0.00%2025-09-302025-10-15history
SCHF SCHWAB STRATEGIC TR11.8K shares0.00%2025-09-302025-10-15history
WPC WP CAREY INC4.0K shares0.00%2025-09-302025-10-15history
TRGP TARGA RES CORP1.6K shares-0.80%2025-09-302025-10-15history
EFG ISHARES TR2.4K shares0.00%2025-09-302025-10-15history
HOOD ROBINHOOD MKTS INC1.9K sharesnew addition2025-09-302025-10-15history
Sponsored
SCHW SCHWAB CHARLES CORP2.8K shares4.13%2025-09-302025-10-15history
MOAT VANECK ETF TRUST2.7K shares-13.64%2025-09-302025-10-15history
DSI ISHARES TR2.1K shares0.00%2025-09-302025-10-15history
IVOV VANGUARD ADMIRAL FDS INC2.6K sharesnew addition2025-09-302025-10-15history
BND VANGUARD BD INDEX FDS3.5K shares27.72%2025-09-302025-10-15history
GM GENERAL MTRS CO4.3K shares0.12%2025-09-302025-10-15history
IXUS ISHARES TR3.1K shares0.00%2025-09-302025-10-15history
GOOD GLADSTONE COMMERCIAL CORP20.5K shares41.28%2025-09-302025-10-15history
Sponsored
ANET ARISTA NETWORKS INC1.7K sharesnew addition2025-09-302025-10-15history
DUK DUKE ENERGY CORP NEW2.0K shares3.64%2025-09-302025-10-15history
APO APOLLO GLOBAL MGMT INC1.8K shares2.00%2025-09-302025-10-15history
USB US BANCORP DEL5.0K shares6.55%2025-09-302025-10-15history
NOC NORTHROP GRUMMAN CORP396 sharesnew addition2025-09-302025-10-15history
HWM HOWMET AEROSPACE INC1.2K shares1.75%2025-09-302025-10-15history
CRAI CRA INTL INC1.1K shares3.20%2025-09-302025-10-15history
IBB ISHARES TR1.6K shares0.00%2025-09-302025-10-15history
Sponsored
CVS CVS HEALTH CORP3.1K shares0.39%2025-09-302025-10-15history
JNK SPDR SER TR2.4K shares-8.15%2025-09-302025-10-15history
PAYX PAYCHEX INC1.8K shares-3.49%2025-09-302025-10-15history
YUMC YUM CHINA HLDGS INC5.3K shares-5.97%2025-09-302025-10-15history
CHRW C H ROBINSON WORLDWIDE INC1.7K sharesnew addition2025-09-302025-10-15history
RELX RELX PLC4.6K shares-4.20%2025-09-302025-10-15history
PANW PALO ALTO NETWORKS INC1.1K shares-1.54%2025-09-302025-10-15history
KR KROGER CO3.2K shares-1.73%2025-09-302025-10-15history
Sponsored
KKR KKR & CO INC1.7K shares4.70%2025-09-302025-10-15history
SDY SPDR SER TR1.6K shares0.00%2025-09-302025-10-15history
NVS NOVARTIS AG1.7K shares0.96%2025-09-302025-10-15history
BXSL BLACKSTONE SECD LENDING FD8.0K shares0.00%2025-09-302025-10-15history
TFC TRUIST FINL CORP4.7K sharesnew addition2025-09-302025-10-15history
VRTX VERTEX PHARMACEUTICALS INC548 shares-8.82%2025-09-302025-10-15history
TT TRANE TECHNOLOGIES PLC508 shares0.59%2025-09-302025-10-15history
WELL WELLTOWER INC1.2K sharesnew addition2025-09-302025-10-15history
Sponsored
IVE ISHARES TR1.0K shares0.00%2025-09-302025-10-15history
HCA HCA HEALTHCARE INC490 sharesnew addition2025-09-302025-10-15history
MELI MERCADOLIBRE INC88 shares-1.12%2025-09-302025-10-15history
CMCSA COMCAST CORP NEW6.5K shares-8.79%2025-09-302025-10-15history
IWP ISHARES TR1.4K shares-24.64%2025-09-302025-10-15history
DASH DOORDASH INC747 sharesnew addition2025-09-302025-10-15history
NEM NEWMONT CORP2.4K sharesnew addition2025-09-302025-10-15history
AMT AMERICAN TOWER CORP NEW1.0K shares-3.62%2025-09-302025-10-15history
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JKHY HENRY JACK & ASSOC INC1.4K shares-0.22%2025-09-302025-10-15history
BXMT BLACKSTONE MTG TR INC10.0K shares0.00%2025-09-302025-10-15history
INTZ INTRUSION INC35.1K shares0.00%2025-09-302025-10-15history
IMMX IMMIX BIOPHARMA INC24.5K shares0.00%2025-09-302025-10-15history
CALC CALCIMEDICA INC15.1K shares0.00%2025-09-302025-10-15history

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Put Option Holdings
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