The Analysis of UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holdings

Currently, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1193 types of securities in its portfolio with a total value $13.9B. In the most recent quarter, they have increased their positions in RGEN (+2.8M shares, valued at $368.4M), PYLD (+2.0M shares, valued at $54.8M), NVDA (+231.6K shares, valued at $43.2M); decreased their positions in EFG (-357.4K shares, valued at $40.7M), BSV (-488.0K shares, valued at $38.5M), IYW (-193.3K shares, valued at $37.9M); initiated new positions in RGEN (+2.8M shares, valued at $368.4M), PYLD (+2.0M shares, valued at $54.8M), FSS (+75.3K shares, valued at $9.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD S&P 500 ETF1.6M shares-1.61%2025-09-302025-11-14

IVV ISHARES CORE S&P 500 ETF854.1K shares-0.24%2025-09-302025-11-14

IEFA ISHARES CORE MSCI EAFE ETF4.9M shares1.42%2025-09-302025-11-14

AAPL APPLE INC1.5M shares5.55%2025-09-302025-11-14

RGEN REPLIGEN CORP2.8M sharesnew addition2025-09-302025-11-14

MSFT MICROSOFT CORP695.8K shares5.49%2025-09-302025-11-14

NVDA NVIDIA CORP1.8M shares14.60%2025-09-302025-11-14

BSV VANGUARD SHORT-TERM BOND ETF3.9M shares-11.11%2025-09-302025-11-14

Sponsored

BIV VANGUARD INTERM-TERM BOND ETF3.4M shares10.07%2025-09-302025-11-14

VTV VANGUARD VALUE ETF1.4M shares2.20%2025-09-302025-11-14

VUG VANGUARD GROWTH ETF533.5K shares0.41%2025-09-302025-11-14

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF3.5M shares4.01%2025-09-302025-11-14

GOOGL ALPHABET INC CLASS A777.1K shares11.07%2025-09-302025-11-14

IUSB ISHARES CORE UNIVERSAL USD BOND ETF3.9M shares-10.27%2025-09-302025-11-14

GOVT ISHARES US TREASURY BOND ETF7.9M shares0.74%2025-09-302025-11-14

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF3.8M shares-2.73%2025-09-302025-11-14

Sponsored

AMZN AMAZON.COM INC609.3K shares9.89%2025-09-302025-11-14

IJR ISHARES CORE S&P SMALL-CAP ETF1.1M shares-2.87%2025-09-302025-11-14

IVW ISHARES S&P 500 GROWTH ETF1.1M shares-3.01%2025-09-302025-11-14

GOOG ALPHABET INC CLASS C527.3K shares0.43%2025-09-302025-11-14

BRK.B BERKSHIRE HATHAWAY INC CLASS B247.6K shares12.10%2025-09-302025-11-14

MBB ISHARES MBS ETF1.3M shares1.73%2025-09-302025-11-14

DYNF ISHARES U.S. EQUITY FAC ROTATION ACT ETF2.1M shares18.03%2025-09-302025-11-14

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF2.4M shares-1.25%2025-09-302025-11-14

Sponsored

JPM JPMORGAN CHASE & CO357.0K shares-2.02%2025-09-302025-11-14

META META PLATFORMS INC CLASS A153.3K shares0.28%2025-09-302025-11-14

IVE ISHARES S&P 500 VALUE ETF536.9K shares3.27%2025-09-302025-11-14

IGIB ISHARES 5-10 YEAR INVMT GRD CORP BD ETF2.0M shares-0.85%2025-09-302025-11-14

QUAL ISHARES MSCI USA QUALITY FACTOR ETF519.3K shares-17.16%2025-09-302025-11-14

SHM STT STRT SPDR NUVEEN ICE S/T MUNCPLETF2.0M shares-3.37%2025-09-302025-11-14

OEF ISHARES S&P 100 ETF283.6K shares78.83%2025-09-302025-11-14

EFV ISHARES MSCI EAFE VALUE ETF1.4M shares-16.62%2025-09-302025-11-14

Sponsored

V VISA INC CLASS A262.5K shares-2.04%2025-09-302025-11-14

ORCL ORACLE CORP314.2K shares8.30%2025-09-302025-11-14

JNK STATE STREET SPDR BLMBG HI YLD BD ETF803.3K shares-14.41%2025-09-302025-11-14

COST COSTCO WHOLESALE CORP84.3K shares-1.36%2025-09-302025-11-14

VBR VANGUARD SMALL-CAP VALUE ETF349.7K shares-6.21%2025-09-302025-11-14

AGG ISHARES CORE US AGGREGATE BOND ETF721.4K shares1.52%2025-09-302025-11-14

VNQ VANGUARD REAL ESTATE ETF748.4K shares-5.22%2025-09-302025-11-14

JNJ JOHNSON & JOHNSON343.3K shares13.96%2025-09-302025-11-14

Sponsored

AVGO BROADCOM INC191.7K shares-10.71%2025-09-302025-11-14

SCHG SCHWAB US LARGE-CAP GROWTH ETF2.0M shares-3.12%2025-09-302025-11-14

TLH ISHARES 10-20 YEAR TREASURY BOND ETF606.4K shares18.19%2025-09-302025-11-14

SPMD STATE STREET SPDR PORT S&P 400 MD CPETF1.1M shares29.94%2025-09-302025-11-14

MUB ISHARES NATIONAL MUNI BOND ETF568.0K shares1.61%2025-09-302025-11-14

QCOM QUALCOMM INC354.9K shares11.90%2025-09-302025-11-14

DIS THE WALT DISNEY CO512.0K shares-4.34%2025-09-302025-11-14

HD THE HOME DEPOT INC144.4K shares-7.51%2025-09-302025-11-14

Sponsored

JPST JPMORGAN ULTRA-SHORT INCOME ETF1.2M shares1.35%2025-09-302025-11-14

ABBV ABBVIE INC243.3K shares24.23%2025-09-302025-11-14

SCHF SCHWAB INTERNATIONAL EQUITY ETF2.4M shares-1.72%2025-09-302025-11-14

SPY SPDR S&P 500 ETF83.1K shares3.71%2025-09-302025-11-14

PYLD PIMCO MULTISECTOR BOND ACTIVE ETF2.0M sharesnew addition2025-09-302025-11-14

CSCO CISCO SYSTEMS INC771.4K shares2.10%2025-09-302025-11-14

ASML ASML HOLDING NV ADR53.7K shares0.22%2025-09-302025-11-14

VNQI VANGUARD GLOBAL EX-US REAL EST ETF1.1M shares-8.28%2025-09-302025-11-14

Sponsored

SBUX STARBUCKS CORP607.9K shares9.10%2025-09-302025-11-14

SCHX SCHWAB US LARGE-CAP ETF1.9M shares-3.24%2025-09-302025-11-14

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF937.1K shares13.04%2025-09-302025-11-14

SCHV SCHWAB US LARGE-CAP VALUE ETF1.7M shares-2.49%2025-09-302025-11-14

BAI ISHARES A.I. INNOVATION AND TECH ACT ETF1.4M shares157.43%2025-09-302025-11-14

TSLA TESLA INC108.1K shares19.59%2025-09-302025-11-14

MDT MEDTRONIC PLC498.9K shares1.57%2025-09-302025-11-14

THRO ISHARES U.S. THEMATIC ROTATION ACTIVEETF1.2M shares2.00%2025-09-302025-11-14

Sponsored

VBK VANGUARD SMALL-CAP GROWTH ETF152.0K shares-1.14%2025-09-302025-11-14

SPGI S&P GLOBAL INC90.9K shares-2.42%2025-09-302025-11-14

LLY ELI LILLY AND CO57.1K shares7.42%2025-09-302025-11-14

PG PROCTER & GAMBLE CO282.0K shares16.29%2025-09-302025-11-14

IAGG ISHARES CORE INTERNATIONAL AGGT BD ETF842.3K shares2.22%2025-09-302025-11-14

MA MASTERCARD INC CLASS A74.2K shares-7.27%2025-09-302025-11-14

AXP AMERICAN EXPRESS CO123.4K shares26.84%2025-09-302025-11-14

WMT WALMART INC389.7K shares-1.95%2025-09-302025-11-14

Sponsored

ACN ACCENTURE PLC CLASS A159.6K shares-4.21%2025-09-302025-11-14

PEP PEPSICO INC278.7K shares2.57%2025-09-302025-11-14

VTI VANGUARD TOTAL STOCK MARKET ETF119.0K shares-0.45%2025-09-302025-11-14

LOW LOWE'S COMPANIES INC154.2K shares0.72%2025-09-302025-11-14

RTX RTX CORP227.2K shares-11.18%2025-09-302025-11-14

UL UNILEVER PLC ADR627.4K shares0.29%2025-09-302025-11-14

CVX CHEVRON CORP238.0K shares-0.37%2025-09-302025-11-14

IWF ISHARES RUSSELL 1000 GROWTH ETF77.8K shares-5.44%2025-09-302025-11-14

Sponsored

ISRG INTUITIVE SURGICAL INC79.6K shares-2.58%2025-09-302025-11-14

NVO NOVO NORDISK AS ADR637.8K shares15.42%2025-09-302025-11-14

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF129.6K shares0.22%2025-09-302025-11-14

IJH ISHARES CORE S&P MID-CAP ETF508.0K shares2.92%2025-09-302025-11-14

KKR KKR & CO INC ORDINARY SHARES248.5K shares-3.73%2025-09-302025-11-14

IAU ISHARES GOLD TRUST436.7K shares54.27%2025-09-302025-11-14

XOM EXXON MOBIL CORP276.9K shares0.19%2025-09-302025-11-14

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR110.8K shares18.43%2025-09-302025-11-14

Sponsored

IBTG ISHARES IBONDS DEC 2026 TERM TR ETF1.3M shares97.26%2025-09-302025-11-14

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF302.6K shares-4.87%2025-09-302025-11-14

CRM SALESFORCE INC126.3K shares14.98%2025-09-302025-11-14

VB VANGUARD SMALL-CAP ETF117.5K shares1.47%2025-09-302025-11-14

IGSB ISHARES 1-5 YEAR INVMT GRD CORP BD ETF537.1K shares-3.52%2025-09-302025-11-14

NFLX NETFLIX INC23.3K shares-1.42%2025-09-302025-11-14

VEU VANGUARD FTSE ALL-WLD EX-US ETF381.5K shares17.37%2025-09-302025-11-14

APH AMPHENOL CORP CLASS A219.5K shares-2.90%2025-09-302025-11-14

Sponsored

INTU INTUIT INC39.6K shares-13.70%2025-09-302025-11-14

ADBE ADOBE INC76.8K shares-11.07%2025-09-302025-11-14

ABT ABBOTT LABORATORIES201.6K shares-1.47%2025-09-302025-11-14

HYMB STT STRT SPDR NUVEEN ICE HY MUNCPL ETF1.1M shares-5.05%2025-09-302025-11-14

GD GENERAL DYNAMICS CORP79.0K shares1.07%2025-09-302025-11-14

TMUS T-MOBILE US INC111.3K shares-4.38%2025-09-302025-11-14

QQQ INVESCO QQQ TRUST44.4K shares-0.48%2025-09-302025-11-14

AJG ARTHUR J. GALLAGHER & CO85.7K shares96.47%2025-09-302025-11-14

Sponsored

ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF174.8K shares-2.14%2025-09-302025-11-14

ARES ARES MANAGEMENT CORP ORDINARY SHARES - CLASS A158.9K shares-2.20%2025-09-302025-11-14

GE GE AEROSPACE84.4K shares95.32%2025-09-302025-11-14

BIL STATE STREET SPDR BLMBG1-3MTHT-BILLETF266.7K shares-1.79%2025-09-302025-11-14

NDAQ NASDAQ INC271.1K shares-1.47%2025-09-302025-11-14

IYW ISHARES US TECHNOLOGY ETF121.8K shares-61.33%2025-09-302025-11-14

AMGN AMGEN INC84.5K shares30.63%2025-09-302025-11-14

BKNG BOOKING HOLDINGS INC4.4K shares-3.35%2025-09-302025-11-14

Sponsored

IBTF ISHARES IBONDS DEC 2025 TERM TR ETF1.0M shares53.68%2025-09-302025-11-14

PH PARKER HANNIFIN CORP30.8K shares-2.47%2025-09-302025-11-14

DE DEERE & CO51.1K shares-5.04%2025-09-302025-11-14

VEA VANGUARD FTSE DEVELOPED MARKETS ETF389.6K shares-1.76%2025-09-302025-11-14

ETN EATON CORP PLC62.1K shares70.17%2025-09-302025-11-14

ITW ILLINOIS TOOL WORKS INC86.9K shares-0.29%2025-09-302025-11-14

AMT AMERICAN TOWER CORP116.8K shares-5.18%2025-09-302025-11-14

TMO THERMO FISHER SCIENTIFIC INC45.4K shares74.30%2025-09-302025-11-14

Sponsored

SCHB SCHWAB US BROAD MARKET ETF852.6K shares-1.23%2025-09-302025-11-14

CAT CATERPILLAR INC45.0K shares-3.81%2025-09-302025-11-14

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF193.1K shares-2.79%2025-09-302025-11-14

SHY ISHARES 1-3 YEAR TREASURY BOND ETF254.3K shares-4.33%2025-09-302025-11-14

ITA ISHARES US AEROSPACE & DEFENSE ETF100.7K shares6866.11%2025-09-302025-11-14

GEV GE VERNOVA INC33.2K shares290.18%2025-09-302025-11-14

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF140.8K shares-1.90%2025-09-302025-11-14

DHR DANAHER CORP99.5K shares-8.03%2025-09-302025-11-14

Sponsored

GILD GILEAD SCIENCES INC177.6K shares-2.04%2025-09-302025-11-14

HON HONEYWELL INTERNATIONAL INC92.9K shares87.18%2025-09-302025-11-14

J JACOBS SOLUTIONS INC130.0K shares-3.66%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC195.4K shares-0.39%2025-09-302025-11-14

SPSM STATE STREET SPDR PORT S&P 600 SM CPETF412.2K shares43.98%2025-09-302025-11-14

CPRT COPART INC423.4K shares-3.13%2025-09-302025-11-14

NOW SERVICENOW INC20.6K shares41.82%2025-09-302025-11-14

GS THE GOLDMAN SACHS GROUP INC23.7K shares166.34%2025-09-302025-11-14

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF92.7K shares-2.81%2025-09-302025-11-14

IBTH ISHARES IBONDS DEC 2027 TERM TR ETF803.4K shares62.02%2025-09-302025-11-14

IRM IRON MOUNTAIN INC177.0K shares-3.15%2025-09-302025-11-14

IBTI ISHARES IBONDS DEC 2028 TERM TR ETF797.8K shares63.87%2025-09-302025-11-14

IBTJ ISHARES IBONDS DEC 2029 TERM TR ETF805.1K shares65.52%2025-09-302025-11-14

PANW PALO ALTO NETWORKS INC86.0K shares113.02%2025-09-302025-11-14

VV VANGUARD LARGE-CAP ETF56.4K shares-0.74%2025-09-302025-11-14

CRAI CRA INTERNATIONAL INC82.4K shares-0.10%2025-09-302025-11-14

Sponsored

SDY STATE STREET SPDR S&P DIVIDEND ETF121.1K shares-22.56%2025-09-302025-11-14

WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP83.3K shares-5.29%2025-09-302025-11-14

CME CME GROUP INC CLASS A61.1K shares-0.24%2025-09-302025-11-14

IWV ISHARES RUSSELL 3000 ETF42.8K shares-2.26%2025-09-302025-11-14

EMB ISHARES JP MORGAN USD EM MKTS BD ETF169.9K shares-3.06%2025-09-302025-11-14

FFIV F5 INC48.9K shares-3.79%2025-09-302025-11-14

WFC WELLS FARGO & CO188.6K shares1.63%2025-09-302025-11-14

ACWI ISHARES MSCI ACWI ETF112.6K shares-1.96%2025-09-302025-11-14

Sponsored

ROP ROPER TECHNOLOGIES INC31.0K shares-24.08%2025-09-302025-11-14

ADP AUTOMATIC DATA PROCESSING INC51.6K shares1.94%2025-09-302025-11-14

CHRW C.H. ROBINSON WORLDWIDE INC113.7K shares-16.04%2025-09-302025-11-14

IWM ISHARES RUSSELL 2000 ETF61.5K shares-1.02%2025-09-302025-11-14

IGEB ISHARES INVESTMENT GRADE SYSTMTC BD ETF318.6K shares-3.81%2025-09-302025-11-14

SCMB SCHWAB MUNICIPAL BOND ETF570.0K shares23.30%2025-09-302025-11-14

SCHZ SCHWAB US AGGREGATE BOND ETF620.5K shares-3.08%2025-09-302025-11-14

EMR EMERSON ELECTRIC CO109.5K shares-1.19%2025-09-302025-11-14

Sponsored

FSV FIRSTSERVICE CORP ORDINARY SHARES74.8K shares47.10%2025-09-302025-11-14

USMV ISHARES MSCI USA MIN VOL FACTOR ETF144.8K shares-1.55%2025-09-302025-11-14

HELO JPMORGAN HEDGED EQUITY LDRD OVRLY ETF211.6K shares15.86%2025-09-302025-11-14

CL COLGATE-PALMOLIVE CO169.4K shares1.86%2025-09-302025-11-14

AMD ADVANCED MICRO DEVICES INC83.0K shares18.00%2025-09-302025-11-14

XLV THE HEALTH CARE SELECT SECTOR SPDR ETF95.0K shares-2.76%2025-09-302025-11-14

STIP ISHARES 0-5 YEAR TIPS BOND ETF126.3K shares12.53%2025-09-302025-11-14

IBM INTERNATIONAL BUSINESS MACHINES CORP46.0K shares2.32%2025-09-302025-11-14

Sponsored

IEUR ISHARES CORE MSCI EUROPE ETF189.7K shares-2.89%2025-09-302025-11-14

HYG ISHARES IBOXX $ HIGH YIELD CORP BD ETF157.4K shares-2.23%2025-09-302025-11-14

SYK STRYKER CORP34.2K shares-22.25%2025-09-302025-11-14

BLK BLACKROCK INC10.7K shares-32.55%2025-09-302025-11-14

IUSG ISHARES CORE S&P US GROWTH ETF75.6K shares-3.11%2025-09-302025-11-14

VWO VANGUARD FTSE EMERGING MARKETS ETF229.2K shares-1.72%2025-09-302025-11-14

BSJP INVESCO BULLETSHARES 2025 HY CORP BD ETF538.4K shares1.20%2025-09-302025-11-14

VIG VANGUARD DIVIDEND APPRECIATION ETF57.0K shares0.54%2025-09-302025-11-14

Sponsored

APD AIR PRODUCTS AND CHEMICALS INC44.2K shares108.01%2025-09-302025-11-14

BAC BANK OF AMERICA CORP230.5K shares7.11%2025-09-302025-11-14

HEI HEICO CORP36.6K shares4.59%2025-09-302025-11-14

SCHW CHARLES SCHWAB CORP123.6K shares210.14%2025-09-302025-11-14

FERG FERGUSON ENTERPRISES INC52.4K shares-5.72%2025-09-302025-11-14

XLC THE COMM SVCS SEL SECT SPDR ETF99.3K shares-1.05%2025-09-302025-11-14

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF145.3K shares-0.38%2025-09-302025-11-14

RSG REPUBLIC SERVICES INC50.0K shares-0.60%2025-09-302025-11-14

Sponsored

KNSL KINSALE CAPITAL GROUP INC26.9K shares-22.62%2025-09-302025-11-14

MSI MOTOROLA SOLUTIONS INC25.0K shares407.54%2025-09-302025-11-14

IUSV ISHARES CORE S&P US VALUE ETF113.9K shares0.06%2025-09-302025-11-14

VYM VANGUARD HIGH DIVIDEND YIELD ETF80.6K shares1.90%2025-09-302025-11-14

UNH UNITEDHEALTH GROUP INC32.8K shares10.76%2025-09-302025-11-14

XYL XYLEM INC76.6K shares-0.21%2025-09-302025-11-14

IEI ISHARES 3-7 YEAR TREASURY BOND ETF93.4K shares19.27%2025-09-302025-11-14

BNL BROADSTONE NET LEASE INC ORDINARY SHARES623.7K shares-5.05%2025-09-302025-11-14

Sponsored

T AT&T INC393.6K shares-2.22%2025-09-302025-11-14

WDAY WORKDAY INC CLASS A46.2K shares-8.57%2025-09-302025-11-14

CTAS CINTAS CORP54.0K shares-0.02%2025-09-302025-11-14

SNOW SNOWFLAKE INC ORDINARY SHARES48.6K shares353.13%2025-09-302025-11-14

BX BLACKSTONE INC64.2K shares295.75%2025-09-302025-11-14

NEE NEXTERA ENERGY INC140.6K shares-0.67%2025-09-302025-11-14

IXUS ISHARES CORE MSCI TOTAL INTL STK ETF125.8K shares-0.20%2025-09-302025-11-14

NVS NOVARTIS AG ADR81.0K shares5.90%2025-09-302025-11-14

Sponsored

IYF ISHARES US FINANCIALS ETF81.7K shares-0.41%2025-09-302025-11-14

MET METLIFE INC125.6K shares368.94%2025-09-302025-11-14

MRK MERCK & CO INC122.0K shares-2.95%2025-09-302025-11-14

MSCI MSCI INC18.0K shares1.85%2025-09-302025-11-14

DEO DIAGEO PLC ADR106.6K shares0.58%2025-09-302025-11-14

TRI THOMSON REUTERS CORP65.2K shares-0.60%2025-09-302025-11-14

XLK THE TECHNOLOGY SELECT SECTOR SPDR ETF35.8K shares-3.60%2025-09-302025-11-14

BA BOEING CO46.6K shares4.33%2025-09-302025-11-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS A55.1K shares5.59%2025-09-302025-11-14

LRCX LAM RESEARCH CORP74.9K shares0.13%2025-09-302025-11-14

VZ VERIZON COMMUNICATIONS INC227.6K shares1.12%2025-09-302025-11-14

VT VANGUARD TOTAL WORLD STOCK ETF72.2K shares-2.25%2025-09-302025-11-14

KO COCA-COLA CO148.0K shares-2.09%2025-09-302025-11-14

STE STERIS PLC39.5K shares-1.12%2025-09-302025-11-14

BALL BALL CORP192.1K shares-6.63%2025-09-302025-11-14

NKE NIKE INC CLASS B138.9K shares-18.64%2025-09-302025-11-14

Sponsored

ODFL OLD DOMINION FREIGHT LINE INC ORDINARY SHARES68.5K shares20.21%2025-09-302025-11-14

PM PHILIP MORRIS INTERNATIONAL INC59.4K shares1.91%2025-09-302025-11-14

LAMR LAMAR ADVERTISING CO CLASS A78.1K shares197.32%2025-09-302025-11-14

ZTS ZOETIS INC CLASS A64.9K shares0.90%2025-09-302025-11-14

TFLO ISHARES TREASURY FLOATING RATE BOND ETF186.8K shares-0.02%2025-09-302025-11-14

SPTM STATE STREETSPDRPORTS&P1500COMPSTKMKTETF116.0K shares-3.53%2025-09-302025-11-14

ORLY O'REILLY AUTOMOTIVE INC86.0K shares2.86%2025-09-302025-11-14

MCD MCDONALD'S CORP29.9K shares6.35%2025-09-302025-11-14

Sponsored

FSS FEDERAL SIGNAL CORP75.3K sharesnew addition2025-09-302025-11-14

VGIT VANGUARD INTMDT-TERM TRS ETF148.7K shares4.72%2025-09-302025-11-14

MDLZ MONDELEZ INTERNATIONAL INC CLASS A142.6K shares-4.98%2025-09-302025-11-14

ADI ANALOG DEVICES INC36.0K shares2.74%2025-09-302025-11-14

IEF ISHARES 7-10 YEAR TREASURY BOND ETF91.5K shares-2.03%2025-09-302025-11-14

ESGU ISHARES ESG AWARE MSCI USA ETF60.4K shares12.28%2025-09-302025-11-14

USHY ISHARES BROAD USD HIGH YIELD CORP BD ETF232.7K shares-2.31%2025-09-302025-11-14

UNP UNION PACIFIC CORP36.7K shares-3.59%2025-09-302025-11-14

Sponsored

SPAB STATE STREET SPDR PORT AGGT BD ETF327.1K shares-0.44%2025-09-302025-11-14

ULS UL SOLUTIONS INC CLASS A COMMON STOCK118.5K sharesnew addition2025-09-302025-11-14

SCHD SCHWAB US DIVIDEND EQUITY ETF306.7K shares2.72%2025-09-302025-11-14

GVI ISHARES INTERMEDIATE GOVT/CRDT BD ETF77.9K shares4.33%2025-09-302025-11-14

POOL POOL CORP27.0K shares1.02%2025-09-302025-11-14

BSJQ INVESCO BULLETSHARES 2026 HY CORP BD ETF352.3K shares1.33%2025-09-302025-11-14

TXN TEXAS INSTRUMENTS INC44.8K shares-10.96%2025-09-302025-11-14

VGSH VANGUARD SHORT-TERM TREASURY ETF137.5K shares1.07%2025-09-302025-11-14

Sponsored

RSP INVESCO S&P 500 EQUAL WEIGHT ETF41.2K shares-1.74%2025-09-302025-11-14

KMB KIMBERLY-CLARK CORP62.7K shares143.75%2025-09-302025-11-14

EFA ISHARES MSCI EAFE ETF83.3K shares1.03%2025-09-302025-11-14

SCHA SCHWAB US SMALL-CAP ETF276.0K shares-6.62%2025-09-302025-11-14

TJX TJX COMPANIES INC52.9K shares-6.79%2025-09-302025-11-14

BMY BRISTOL-MYERS SQUIBB CO165.4K shares-8.88%2025-09-302025-11-14

SO SOUTHERN CO78.5K shares-5.11%2025-09-302025-11-14

CRWD CROWDSTRIKE HOLDINGS INC CLASS A15.1K shares8.34%2025-09-302025-11-14

Sponsored

TSCO TRACTOR SUPPLY CO127.3K shares-40.50%2025-09-302025-11-14

COF CAPITAL ONE FINANCIAL CORP33.7K shares-1.38%2025-09-302025-11-14

TRMB TRIMBLE INC87.1K shares1.28%2025-09-302025-11-14

DGRW WISDOMTREE US QUALITY DIVIDEND GR ETF79.5K shares-1.43%2025-09-302025-11-14

APP APPLOVIN CORP ORDINARY SHARES - CLASS A9.7K shares29.22%2025-09-302025-11-14

MS MORGAN STANLEY42.8K shares3.00%2025-09-302025-11-14

PTL INSPIRE 500 ETF27.1K shares22.46%2025-09-302025-11-14

PAYX PAYCHEX INC53.2K shares-3.15%2025-09-302025-11-14

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA ADR345.9K shares-1.93%2025-09-302025-11-14

VO VANGUARD MID-CAP ETF22.7K shares0.06%2025-09-302025-11-14

IYH ISHARES US HEALTHCARE ETF112.7K shares-0.35%2025-09-302025-11-14

DUK DUKE ENERGY CORP52.5K shares3.28%2025-09-302025-11-14

AMAT APPLIED MATERIALS INC31.3K shares4.77%2025-09-302025-11-14

IBDQ ISHARES IBONDS DEC 2025 TERM CORP ETF252.6K shares3.34%2025-09-302025-11-14

UPS UNITED PARCEL SERVICE INC CLASS B75.9K shares-7.68%2025-09-302025-11-14

B BARRICK MINING CORP193.3K sharesnew addition2025-09-302025-11-14

Sponsored

WSO WATSCO INC ORDINARY SHARES15.5K shares1.19%2025-09-302025-11-14

IBDR ISHARES IBONDS DEC 2026 TERM CORP ETF256.4K shares15.53%2025-09-302025-11-14

LIN LINDE PLC13.1K shares3.94%2025-09-302025-11-14

NOC NORTHROP GRUMMAN CORP10.1K shares-4.02%2025-09-302025-11-14

DFUS DIMENSIONAL US EQUITY MARKET ETF84.5K shares-0.67%2025-09-302025-11-14

IPAC ISHARES CORE MSCI PACIFIC ETF82.6K shares-1.39%2025-09-302025-11-14

RELX RELX PLC ADR126.4K shares2.11%2025-09-302025-11-14

BRK.A BERKSHIRE HATHAWAY INC CLASS A8 shares60.00%2025-09-302025-11-14

Sponsored

PBE INVESCO BIOTECHNOLOGY & GENOME ETF85.1K sharesnew addition2025-09-302025-11-14

SPDW SPDR PORTFOLIO DEVELOPED WLD EX-US ETF138.4K shares-1.73%2025-09-302025-11-14

ALC ALCON INC79.4K shares-4.31%2025-09-302025-11-14

CSX CSX CORP166.3K shares11.07%2025-09-302025-11-14

MORN MORNINGSTAR INC25.4K shares1.82%2025-09-302025-11-14

CEG CONSTELLATION ENERGY CORP17.8K shares5.42%2025-09-302025-11-14

DGRO ISHARES CORE DIVIDEND GROWTH ETF86.0K shares-5.08%2025-09-302025-11-14

CACI CACI INTERNATIONAL INC CLASS A11.7K shares0.11%2025-09-302025-11-14

Sponsored

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF122.7K shares-6.53%2025-09-302025-11-14

LNT ALLIANT ENERGY CORP85.0K shares1.61%2025-09-302025-11-14

RY ROYAL BANK OF CANADA38.4K shares2.91%2025-09-302025-11-14

HDB HDFC BANK LTD ADR165.1K shares64.16%2025-09-302025-11-14

PFE PFIZER INC220.5K shares-3.97%2025-09-302025-11-14

CDNS CADENCE DESIGN SYSTEMS INC15.9K shares1.64%2025-09-302025-11-14

COP CONOCOPHILLIPS59.1K shares-2.50%2025-09-302025-11-14

NTRS NORTHERN TRUST CORP41.2K shares0.08%2025-09-302025-11-14

Sponsored

IYC ISHARES US CONSUMER DISCRETIONARY ETF52.9K shares-0.98%2025-09-302025-11-14

DHI D.R. HORTON INC32.7K shares17.39%2025-09-302025-11-14

SPYG STATE STREET SPDR PORT S&P 500 GR ETF52.3K shares-6.09%2025-09-302025-11-14

IHDG WISDOMTREE INTL HDGD QUAL DIV GR ETF118.1K shares-1.17%2025-09-302025-11-14

FLOT ISHARES FLOATING RATE BOND ETF106.1K shares-45.25%2025-09-302025-11-14

KLAC KLA CORP5.0K shares1.50%2025-09-302025-11-14

PLD PROLOGIS INC47.1K shares3.80%2025-09-302025-11-14

MU MICRON TECHNOLOGY INC32.1K shares3.95%2025-09-302025-11-14

Sponsored

GLD SPDR GOLD SHARES14.9K shares22.70%2025-09-302025-11-14

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF70.0K shares21.73%2025-09-302025-11-14

SMLF ISHARES U.S. SMALL-CAP EQ FAC ETF70.8K shares-0.20%2025-09-302025-11-14

IWR ISHARES RUSSELL MID-CAP ETF54.3K shares-2.45%2025-09-302025-11-14

INTC INTEL CORP155.3K shares0.10%2025-09-302025-11-14

EFG ISHARES MSCI EAFE GROWTH ETF45.2K shares-88.77%2025-09-302025-11-14

SPYV STATE STREET SPDR PORT S&P 500 VAL ETF92.7K shares-0.68%2025-09-302025-11-14

ICVT ISHARES CONVERTIBLE BOND ETF50.8K shares23.70%2025-09-302025-11-14

Sponsored

PSX PHILLIPS 6637.2K shares2.89%2025-09-302025-11-14

LCTU BLACKROCK US CARBON TRANSITION RDNSS ETF69.4K shares-3.49%2025-09-302025-11-14

BSX BOSTON SCIENTIFIC CORP51.5K shares18.38%2025-09-302025-11-14

MO ALTRIA GROUP INC76.0K shares6.25%2025-09-302025-11-14

AZO AUTOZONE INC1.2K shares2.19%2025-09-302025-11-14

BIBL INSPIRE 100 ETF112.4K shares24.82%2025-09-302025-11-14

CIG CIA ENERGETICA DE MINAS GERAIS - CEMIG ADR2.3M shares1.15%2025-09-302025-11-14

SUSC ISHARES ESG USD CORPORATE BOND ETF203.0K shares42.76%2025-09-302025-11-14

Sponsored

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF106.3K shares-0.38%2025-09-302025-11-14

QCRH QCR HOLDINGS INC62.4K shares0.02%2025-09-302025-11-14

CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD22.5K shares4.35%2025-09-302025-11-14

IBTK ISHARES IBONDS DEC 2030 TERM TRSRY ETF234.5K shares65.58%2025-09-302025-11-14

PWR QUANTA SERVICES INC11.2K shares11.72%2025-09-302025-11-14

IBTL ISHARES IBONDS DEC 2031 TERM TR ETF224.7K shares64.49%2025-09-302025-11-14

SPOT SPOTIFY TECHNOLOGY SA6.6K shares12.16%2025-09-302025-11-14

IT GARTNER INC17.4K shares-1.63%2025-09-302025-11-14

Sponsored

VRTX VERTEX PHARMACEUTICALS INC11.5K shares-12.27%2025-09-302025-11-14

DVY ISHARES SELECT DIVIDEND ETF31.6K shares-7.44%2025-09-302025-11-14

ANET ARISTA NETWORKS INC30.3K shares3.03%2025-09-302025-11-14

PWB INVESCO LARGE CAP GROWTH ETF35.1K shares-12.63%2025-09-302025-11-14

DSI ISHARES ESG MSCI KLD 400 ETF34.5K shares-2.15%2025-09-302025-11-14

DLR DIGITAL REALTY TRUST INC24.9K shares-7.88%2025-09-302025-11-14

IWB ISHARES RUSSELL 1000 ETF11.6K shares0.40%2025-09-302025-11-14

CB CHUBB LTD15.0K shares0.67%2025-09-302025-11-14

Sponsored

VCIT VANGUARD INTERM-TERM CORP BD ETF50.1K shares-1.83%2025-09-302025-11-14

SOXX ISHARES SEMICONDUCTOR ETF15.2K shares-4.57%2025-09-302025-11-14

WELL WELLTOWER INC22.8K shares-1.46%2025-09-302025-11-14

RCL ROYAL CARIBBEAN GROUP12.5K shares36.32%2025-09-302025-11-14

C CITIGROUP INC39.4K shares9.84%2025-09-302025-11-14

DOV DOVER CORP23.7K shares0.20%2025-09-302025-11-14

AMLP ALERIAN MLP ETF84.3K shares-3.45%2025-09-302025-11-14

MNST MONSTER BEVERAGE CORP57.4K shares0.46%2025-09-302025-11-14

Sponsored

SHOP SHOPIFY INC REGISTERED SHS -A- SUBORD VTG25.8K shares56.57%2025-09-302025-11-14

BK BANK OF NEW YORK MELLON CORP34.4K shares6.26%2025-09-302025-11-14

FCX FREEPORT-MCMORAN INC95.2K shares4.30%2025-09-302025-11-14

FI FISERV INC28.9K shares0.34%2025-09-302025-11-14

EQIX EQUINIX INC4.8K shares48.67%2025-09-302025-11-14

MGK VANGUARD MEGA CAP GROWTH ETF9.2K shares-0.11%2025-09-302025-11-14

PGR PROGRESSIVE CORP15.0K shares-12.91%2025-09-302025-11-14

HLT HILTON WORLDWIDE HOLDINGS INC14.2K shares2.21%2025-09-302025-11-14

Sponsored

SCHE SCHWAB EMERGING MARKETS EQUITY ETF110.3K shares-2.25%2025-09-302025-11-14

TLT ISHARES 20 YEAR TREASURY BOND ETF41.1K shares18.75%2025-09-302025-11-14

OBDC BLUE OWL CAPITAL CORP ORDINARY SHARES287.0K shares-4.63%2025-09-302025-11-14

MMM 3M CO23.6K shares7.73%2025-09-302025-11-14

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF42.8K shares-3.49%2025-09-302025-11-14

LMT LOCKHEED MARTIN CORP7.2K shares-0.87%2025-09-302025-11-14

IBD INSPIRE CORPORATE BOND ETF147.4K shares21.27%2025-09-302025-11-14

IWP ISHARES RUSSELL MID-CAP GROWTH ETF24.8K shares-1.44%2025-09-302025-11-14

Sponsored

CI THE CIGNA GROUP12.2K shares-12.05%2025-09-302025-11-14

RJF RAYMOND JAMES FINANCIAL INC20.1K shares88.98%2025-09-302025-11-14

ICE INTERCONTINENTAL EXCHANGE INC20.5K shares27.09%2025-09-302025-11-14

GWW W.W. GRAINGER INC3.6K shares5.75%2025-09-302025-11-14

SUB ISHARES SHORT-TERM NATIONAL MUNI BD ETF31.2K shares0.13%2025-09-302025-11-14

SNPS SYNOPSYS INC6.7K shares46.42%2025-09-302025-11-14

MDY SPDR S&P MIDCAP 400 ETF TRUST5.6K shares-1.03%2025-09-302025-11-14

USB U.S. BANCORP68.6K shares1.11%2025-09-302025-11-14

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF4.4K shares1.82%2025-09-302025-11-14

XLF THE FINANCIAL SELECT SECTOR SPDR ETF60.9K shares-5.69%2025-09-302025-11-14

MGV VANGUARD MEGA CAP VALUE ETF23.6K shares0.00%2025-09-302025-11-14

IDEV ISHARES CORE MSCI INTL DEV MKTS ETF40.4K shares0.16%2025-09-302025-11-14

WM WASTE MANAGEMENT INC14.5K shares-2.02%2025-09-302025-11-14

EAGG ISHARES ESG U.S. AGGREGATE BOND ETF66.6K shares-2.91%2025-09-302025-11-14

AFL AFLAC INC28.5K shares2.83%2025-09-302025-11-14

CCI CROWN CASTLE INC32.6K shares-7.61%2025-09-302025-11-14

Sponsored

EEM ISHARES MSCI EMERGING MARKETS ETF58.7K shares0.36%2025-09-302025-11-14

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BD ETF121.4K shares10.64%2025-09-302025-11-14

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BD ETF120.2K shares11.12%2025-09-302025-11-14

IBMN ISHARES IBONDS DEC 2025 TERM MUNI BD ETF114.7K shares11.29%2025-09-302025-11-14

TT TRANE TECHNOLOGIES PLC CLASS A7.2K shares1.34%2025-09-302025-11-14

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BD ETF119.2K shares11.17%2025-09-302025-11-14

JCI JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES27.7K shares9.24%2025-09-302025-11-14

SAP SAP SE ADR11.3K shares-3.06%2025-09-302025-11-14

Sponsored

KMI KINDER MORGAN INC CLASS P105.9K shares-2.69%2025-09-302025-11-14

EW EDWARDS LIFESCIENCES CORP38.5K shares6.93%2025-09-302025-11-14

IBDS ISHARES IBONDS DEC 2027 TERM CORP ETF122.5K shares16.56%2025-09-302025-11-14

MCK MCKESSON CORP3.8K shares5.52%2025-09-302025-11-14

CVS CVS HEALTH CORP39.0K shares-2.90%2025-09-302025-11-14

SCHM SCHWAB US MID-CAP ETF99.1K shares-0.08%2025-09-302025-11-14

PEY INVESCO HIGH YIELD EQ DIV ACHIEV ETF138.4K shares-11.15%2025-09-302025-11-14

MPC MARATHON PETROLEUM CORP15.0K shares-0.13%2025-09-302025-11-14

Sponsored

IBMR ISHARES IBONDS DEC 2029 TERM MUNI BD ETF113.3K shares14.75%2025-09-302025-11-14

BUFR FT VEST LADDERED BUFFER ETF85.8K shares-3.66%2025-09-302025-11-14

XLI THE INDUSTRIAL SELECT SECTOR SPDR ETF18.6K shares-3.13%2025-09-302025-11-14

VPL VANGUARD FTSE PACIFIC ETF32.5K shares-12.17%2025-09-302025-11-14

VOT VANGUARD MID-CAP GROWTH ETF9.7K shares-0.14%2025-09-302025-11-14

EOG EOG RESOURCES INC25.3K shares-8.30%2025-09-302025-11-14

ECL ECOLAB INC10.3K shares-4.63%2025-09-302025-11-14

DD DUPONT DE NEMOURS INC36.2K shares130.66%2025-09-302025-11-14

Sponsored

IBDT ISHARES IBONDS DEC 2028 TERM CORP ETF110.2K shares22.40%2025-09-302025-11-14

ELV ELEVANCE HEALTH INC8.6K shares-12.30%2025-09-302025-11-14

TRV THE TRAVELERS COMPANIES INC9.9K shares8.38%2025-09-302025-11-14

CMCSA COMCAST CORP CLASS A88.1K shares-15.75%2025-09-302025-11-14

MCO MOODYS CORP5.7K shares-37.35%2025-09-302025-11-14

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF27.0K shares-13.20%2025-09-302025-11-14

AMJB ALERIAN MLP INDEX ETN92.0K shares0.00%2025-09-302025-11-14

NSC NORFOLK SOUTHERN CORP9.0K shares-0.80%2025-09-302025-11-14

Sponsored

IBDU ISHARES IBONDS DEC 2029 TERM CORP ETF115.4K shares23.33%2025-09-302025-11-14

MMC MARSH & MCLENNAN COMPANIES INC13.3K shares-5.29%2025-09-302025-11-14

XLE THE ENERGY SELECT SECTOR SPDR ETF30.0K shares-5.26%2025-09-302025-11-14

TFC TRUIST FINANCIAL CORP58.2K shares6.55%2025-09-302025-11-14

TPIF TIMOTHY PLAN INTERNATIONAL ETF79.4K shares19.16%2025-09-302025-11-14

WWJD INSPIRE INTERNATIONAL ETF74.8K shares19.20%2025-09-302025-11-14

VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF26.4K shares369.03%2025-09-302025-11-14

CTVA CORTEVA INC38.8K shares100.23%2025-09-302025-11-14

Sponsored

PNC PNC FINANCIAL SERVICES GROUP INC13.0K shares1.87%2025-09-302025-11-14

URI UNITED RENTALS INC2.7K shares2.56%2025-09-302025-11-14

SNY SANOFI SA ADR54.9K shares-9.79%2025-09-302025-11-14

GIS GENERAL MILLS INC50.8K shares2.55%2025-09-302025-11-14

QLTA ISHARES AAA - A RATED CORPORATE BOND ETF52.8K sharesnew addition2025-09-302025-11-14

SONY SONY GROUP CORP ADR88.9K shares40.81%2025-09-302025-11-14

LH LABCORP HOLDINGS INC8.9K shares23.04%2025-09-302025-11-14

CLOA ISHARES AAA CLO ACTIVE ETF48.9K sharesnew addition2025-09-302025-11-14

Sponsored

ADSK AUTODESK INC8.0K shares20.89%2025-09-302025-11-14

DON WISDOMTREE US MIDCAP DIVIDEND ETF47.5K shares-11.66%2025-09-302025-11-14

LHX L3HARRIS TECHNOLOGIES INC8.0K shares16.26%2025-09-302025-11-14

HCA HCA HEALTHCARE INC5.7K shares-1.97%2025-09-302025-11-14

AEP AMERICAN ELECTRIC POWER CO INC21.5K shares2.57%2025-09-302025-11-14

SHW SHERWIN-WILLIAMS CO7.0K shares4.64%2025-09-302025-11-14

COIN COINBASE GLOBAL INC ORDINARY SHARES - CLASS A7.1K shares19.16%2025-09-302025-11-14

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF41.9K shares38.11%2025-09-302025-11-14

Sponsored

HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF49.9K shares1.14%2025-09-302025-11-14

DXCM DEXCOM INC35.5K shares80.06%2025-09-302025-11-14

MAR MARRIOTT INTERNATIONAL INC CLASS A9.2K shares17.57%2025-09-302025-11-14

LQDH ISHARES INTEREST RATE HEDGED CORP BD ETF25.3K shares-1.62%2025-09-302025-11-14

CWI SPDR MSCI ACWI EX-US ETF67.3K shares-2.49%2025-09-302025-11-14

VLO VALERO ENERGY CORP13.8K shares1.89%2025-09-302025-11-14

CBRE CBRE GROUP INC CLASS A14.9K shares48.54%2025-09-302025-11-14

SPG SIMON PROPERTY GROUP INC12.5K shares-1.43%2025-09-302025-11-14

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF26.0K sharesnew addition2025-09-302025-11-14

MTB M&T BANK CORP11.8K shares-5.48%2025-09-302025-11-14

AIG AMERICAN INTERNATIONAL GROUP INC29.6K shares-3.54%2025-09-302025-11-14

NEM NEWMONT CORP26.9K shares7.81%2025-09-302025-11-14

FNF FIDELITY NATIONAL FINANCIAL INC37.4K shares-9.35%2025-09-302025-11-14

AZN ASTRAZENECA PLC ADR29.4K shares-23.77%2025-09-302025-11-14

SHYG ISHARES 0-5 YEAR HIGH YIELD CORP BD ETF52.1K shares-2.55%2025-09-302025-11-14

PSTG PURE STORAGE INC CLASS A26.9K shares408.31%2025-09-302025-11-14

Sponsored

HWM HOWMET AEROSPACE INC11.4K shares14.04%2025-09-302025-11-14

SYY SYSCO CORP27.2K shares19.18%2025-09-302025-11-14

USXF ISHARES ESG ADVANCED MSCI USA ETF39.0K shares-32.53%2025-09-302025-11-14

SPLV INVESCO S&P 500 LOW VOLATILITY ETF30.2K shares9.35%2025-09-302025-11-14

DFAS DIMENSIONAL US SMALL CAP ETF32.4K shares-7.84%2025-09-302025-11-14

FAST FASTENAL CO44.7K shares49.90%2025-09-302025-11-14

CMI CUMMINS INC5.2K shares61.40%2025-09-302025-11-14

PCAR PACCAR INC22.0K shares2.37%2025-09-302025-11-14

Sponsored

SPYD STATE STREET SPDR PORT S&P 500 HIDIVETF48.7K shares-14.69%2025-09-302025-11-14

DDOG DATADOG INC CLASS A14.9K shares42.07%2025-09-302025-11-14

D DOMINION ENERGY INC34.7K shares-3.43%2025-09-302025-11-14

WAT WATERS CORP7.1K shares-16.99%2025-09-302025-11-14

TBLL INVESCO SHORT TERM TREASURY ETF20.0K shares21.54%2025-09-302025-11-14

SHV ISHARES SHORT TREASURY BOND ETF19.1K shares8.38%2025-09-302025-11-14

APTV APTIV PLC24.3K shares-0.27%2025-09-302025-11-14

COR CENCORA INC6.7K shares0.15%2025-09-302025-11-14

Sponsored

ARE ALEXANDRIA REAL ESTATE EQUITIES INC25.0K shares27.48%2025-09-302025-11-14

OKE ONEOK INC28.2K shares18.16%2025-09-302025-11-14

VIGI VANGUARD INTL DIV APPREC ETF22.9K shares-0.47%2025-09-302025-11-14

MPWR MONOLITHIC POWER SYSTEMS INC2.2K shares80.31%2025-09-302025-11-14

PODD INSULET CORP6.6K shares17.13%2025-09-302025-11-14

CARR CARRIER GLOBAL CORP ORDINARY SHARES34.0K shares-5.51%2025-09-302025-11-14

RCI ROGERS COMMUNICATIONS INC SHS -B- NON-VOTING58.5K shares-1.14%2025-09-302025-11-14

ESGE ISHARES ESG AWARE MSCI EM ETF46.2K shares-0.21%2025-09-302025-11-14

Sponsored

BDX BECTON DICKINSON & CO10.7K shares13.26%2025-09-302025-11-14

GSK GSK PLC ADR46.3K shares-13.09%2025-09-302025-11-14

FDX FEDEX CORP8.5K shares14.71%2025-09-302025-11-14

AMP AMERIPRISE FINANCIAL INC4.1K shares-3.27%2025-09-302025-11-14

VPU VANGUARD UTILITIES ETF10.4K shares0.03%2025-09-302025-11-14

SDOG ALPS SECTOR DIVIDEND DOGS ETF32.7K shares-11.66%2025-09-302025-11-14

DASH DOORDASH INC ORDINARY SHARES - CLASS A7.2K shares4.88%2025-09-302025-11-14

FITB FIFTH THIRD BANCORP43.9K shares1.04%2025-09-302025-11-14

Sponsored

GSST GOLDMAN SACHS ULTRA SHORT BOND ETF38.1K shares4.11%2025-09-302025-11-14

FIS FIDELITY NATIONAL INFORMATION SERVICES INC29.3K shares-3.91%2025-09-302025-11-14

AON AON PLC CLASS A5.4K shares-3.43%2025-09-302025-11-14

TPR TAPESTRY INC16.9K shares68.49%2025-09-302025-11-14

GM GENERAL MOTORS CO31.2K shares-2.93%2025-09-302025-11-14

PFF ISHARES PREFERRED&INCOME SECURITIES ETF59.7K shares-15.58%2025-09-302025-11-14

SAN BANCO SANTANDER SA ADR178.1K shares27.26%2025-09-302025-11-14

PYPL PAYPAL HOLDINGS INC27.8K shares2.04%2025-09-302025-11-14

Sponsored

KMX CARMAX INC41.5K shares-6.58%2025-09-302025-11-14

IBIT ISHARES BITCOIN TRUST ETF28.6K shares86.79%2025-09-302025-11-14

MCHP MICROCHIP TECHNOLOGY INC28.9K shares-1.55%2025-09-302025-11-14

SHEL SHELL PLC ADR (REPRESENTING - ORDINARY SHARES)25.9K shares-10.79%2025-09-302025-11-14

TFI STT STRT SPDR NUVEEN ICE MUNCPL ETF40.5K shares2.87%2025-09-302025-11-14

BTI BRITISH AMERICAN TOBACCO PLC ADR34.7K shares65.31%2025-09-302025-11-14

XLU THE UTILITIES SELECT SECTOR SPDR ETF20.8K shares-2.35%2025-09-302025-11-14

IBDV ISHARES IBONDS DEC 2030 TERM CORP ETF81.6K shares6.52%2025-09-302025-11-14

Sponsored

RPM RPM INTERNATIONAL INC15.3K shares0.54%2025-09-302025-11-14

NET CLOUDFLARE INC8.3K shares82.16%2025-09-302025-11-14

TDG TRANSDIGM GROUP INC1.4K shares1.19%2025-09-302025-11-14

AES THE AES CORP134.9K shares14.09%2025-09-302025-11-14

HDV ISHARES CORE HIGH DIVIDEND ETF14.4K shares2.20%2025-09-302025-11-14

RF REGIONS FINANCIAL CORP66.6K shares-1.20%2025-09-302025-11-14

HOOD ROBINHOOD MARKETS INC CLASS A12.2K shares76.74%2025-09-302025-11-14

MUFG MITSUBISHI UFJ FINANCIAL GROUP INC ADR108.1K shares3.86%2025-09-302025-11-14

Sponsored

ALGN ALIGN TECHNOLOGY INC13.7K shares-13.33%2025-09-302025-11-14

O REALTY INCOME CORP28.1K shares3.35%2025-09-302025-11-14

LPLA LPL FINANCIAL HOLDINGS INC5.1K shares7.71%2025-09-302025-11-14

HUM HUMANA INC6.5K shares94.14%2025-09-302025-11-14

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF3.0K shares-18.92%2025-09-302025-11-14

TLT Call CallISHARES 20 YEAR TREASURY BOND ETF2.4K sharesnew addition2025-09-302025-11-14

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF32.6K shares1.88%2025-09-302025-11-14

KRE Put PutSPDR S&P REGIONAL BANKING ETF55.6K shares5.30%2025-09-302025-11-14

AAPL Put PutAPPLE INC13.5K shares58.82%2025-09-302025-11-14

BRK.B Put PutBERKSHIRE HATHAWAY INC CLASS B2.6K shares0.00%2025-09-302025-11-14

MSFT Put PutMICROSOFT CORP2.3K shares0.00%2025-09-302025-11-14

META Put PutMETA PLATFORMS INC CLASS A1.6K shares14.29%2025-09-302025-11-14

LLY Put PutELI LILLY AND CO900 shares-25.00%2025-09-302025-11-14

CRWD Put PutCROWDSTRIKE HOLDINGS INC CLASS A1.4K shares-22.22%2025-09-302025-11-14