The Analysis of Vermillion & White Wealth Management Group, LLC's Holdings
Currently, Vermillion & White Wealth Management Group, LLC holds 570 types of securities in its portfolio with a total value $175.7M. In the most recent quarter, they have increased their positions in SPTI (+202.6K shares, valued at $5.9M), KBWB (+50.0K shares, valued at $3.9M), DFAI (+93.6K shares, valued at $3.4M); decreased their positions in USMV (-34.9K shares, valued at $3.3M), GQQQ (-106.9K shares, valued at $3.2M), HEFA (-74.4K shares, valued at $2.9M); initiated new positions in KBWB (+50.0K shares, valued at $3.9M), J (+1.8K shares, valued at $276.0K), GSK (+2.6K shares, valued at $111.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES CORE S&P 500 ETF57.2K shares2.94%2025-09-302025-11-26
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF473.7K shares24.62%2025-09-302025-11-26
DFCF DIMENSIONAL CORE FIXED INCOME ETF381.9K shares7.07%2025-09-302025-11-26
GQQQ ASTORIA US QUALITY GROWTH KINGS ETF516.0K shares-17.17%2025-09-302025-11-26
ROE ASTORIA US EQUAL WT QLT KINGS ETF266.8K shares19.95%2025-09-302025-11-26
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF219.1K shares56.88%2025-09-302025-11-26
DFSD DIMENSIONAL SHRT DRT FXDINCM ETF136.6K shares7.04%2025-09-302025-11-26
SPTI SPDR PORT INTER TRM TRSRY ETF203.4K shares25139.45%2025-09-302025-11-26
AGGA EA ASTORIA DYNMC CRE US FXD INCM ETF229.7K shares60.28%2025-09-302025-11-26
KBWB INVSC KBW BANK ETF50.0K sharesnew addition2025-09-302025-11-26
PPI ASTORIA REAL ASSETS ETF180.8K shares5.14%2025-09-302025-11-26
BINC ISHARES FLEXIBLE INCME ACTIVE ETF59.7K shares4.07%2025-09-302025-11-26
MSFT MICROSOFT CORP3.6K shares6.07%2025-09-302025-11-26
DMBS DOUBLELINE MORTGAGE ETF33.9K shares19520.81%2025-09-302025-11-26
ESGV VANGUARD ESG US STOCK ETF14.1K shares0.00%2025-09-302025-11-26
AAPL APPLE INC6.4K shares8.47%2025-09-302025-11-26
DGRW WISDOMTREE US QLT DIV GRW ETF18.0K shares0.27%2025-09-302025-11-26
SPHQ INVESCO S&P 500 QUALITY ETF21.3K shares0.00%2025-09-302025-11-26
MO ALTRIA GROUP INC14.2K shares-4.75%2025-09-302025-11-26
AVGO BROADCOM INC2.8K shares0.00%2025-09-302025-11-26
SPYM SPDR PORTFOLIO S&P 500 ETF10.7K shares-5.96%2025-09-302025-11-26
BSMR INVESCO BLETSHS 2027 MNPL BND ETF34.0K shares0.00%2025-09-302025-11-26
AMZN AMAZON.COM INC3.2K shares4.52%2025-09-302025-11-26
BSCR INVSC BULLETSHR 2027 CRPBND ETF IV35.3K shares0.00%2025-09-302025-11-26
BSMQ INVESCO BLETSHS 2026 MNPL BND ETF28.4K shares0.71%2025-09-302025-11-26
BSCQ INVSC BULLETSHA 2026 CRPBND ETF IV32.7K shares1.00%2025-09-302025-11-26
QUAL ISHARES MSCI USA QLTY FACT ETF3.3K shares-0.76%2025-09-302025-11-26
BSJT INVESCO BULT 2029 HG YL CP BD ETF28.2K shares0.00%2025-09-302025-11-26
BSCP INVSC BULLETSH 2025 CRP BND ETF IV29.3K shares1.07%2025-09-302025-11-26
BSMP INVESCO BLETSHS 2025 MNPL BND ETF24.5K shares0.62%2025-09-302025-11-26
EFV ISHARES MSCI EAFE VALUE ETF8.9K shares-0.01%2025-09-302025-11-26
PM PHILIP MORRIS INTL INC3.4K shares1.17%2025-09-302025-11-26
GOVT ISHARES US TREASURY BONDETF23.4K shares-2.28%2025-09-302025-11-26
BSJS INVESCO BUL 2028 HG YLD CR BND ETF21.3K shares0.00%2025-09-302025-11-26
BSJR INVSC BLTSHR 2027 HG YLDCRP ETF20.5K shares0.00%2025-09-302025-11-26
VONE VANGUARD RUSSELL 1000 ETF1.5K shares0.00%2025-09-302025-11-26
VTI VANGUARD TOTAL STOCK MARKET ETF1.4K shares2.04%2025-09-302025-11-26
CEG CONSTELLATION ENERGY COR1.3K shares1.20%2025-09-302025-11-26
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF9.4K shares5.25%2025-09-302025-11-26
XTWO BNDBLXX BLMBRG 2 YR TRG US TR ETF8.0K shares0.00%2025-09-302025-11-26
NVDA NVIDIA CORP2.1K shares3.69%2025-09-302025-11-26
CB CHUBB LTD F1.3K shares0.00%2025-09-302025-11-26
IUSB ISHARES TOTAL USD BOND MARKET ETF7.3K shares0.00%2025-09-302025-11-26
CMCSA COMCAST CORP NEW CLASS A10.7K shares0.00%2025-09-302025-11-26
XONE BNDBLXX BLMBRG 1 YR TRG US TR ETF6.7K shares0.00%2025-09-302025-11-26
VOO VANGUARD S&P 500 ETF533 shares0.19%2025-09-302025-11-26
ESGU ISHARES ESG AWARE MSCI USA ETF2.2K shares0.00%2025-09-302025-11-26
ORCL ORACLE CORP1.1K shares4.81%2025-09-302025-11-26
CGBL CAPITAL GROUP CORE BALANCED ETF8.7K shares7.36%2025-09-302025-11-26
LQD ISHARES IBOXX INVT GRADEBOND ETF2.7K shares-0.11%2025-09-302025-11-26
J JACOBS SOLUTIONS INC1.8K sharesnew addition2025-09-302025-11-26
IEFA ISHARES CORE MSCI EAFE ETF3.1K shares0.00%2025-09-302025-11-26
ALL ALLSTATE CORP1.3K shares14.52%2025-09-302025-11-26
SHV ISHARES SHORT TREASURY BOND ETF2.5K shares0.00%2025-09-302025-11-26
TSLA TESLA INC606 shares3.77%2025-09-302025-11-26
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF4.9K shares-16.26%2025-09-302025-11-26
VT VANGUARD TOTAL WORLD STOCK ETF1.8K shares-0.84%2025-09-302025-11-26
IXN ISHARES GLOBAL TECH ETF2.3K shares0.00%2025-09-302025-11-26
USMV ISHARES MSCI USA MIN VOLFCTR ETF2.4K shares-93.55%2025-09-302025-11-26
PFE PFIZER INC8.5K shares10.41%2025-09-302025-11-26
TBIL US TREASURY 3 MONTH BILLETF4.0K shares0.00%2025-09-302025-11-26
EXC EXELON CORP4.3K shares0.00%2025-09-302025-11-26
SOFI SOFI TECHNOLOGIES INC7.2K shares2.81%2025-09-302025-11-26
CGGR CAPITAL GROUP GROWTH ETF4.1K shares0.07%2025-09-302025-11-26
EFG ISHARES MSCI EAFE GROWTHETF1.5K shares0.00%2025-09-302025-11-26
IEMG ISHARES CORE MSCI EMERGING ETF2.6K shares0.00%2025-09-302025-11-26
SPGP INVESCO S AND P 500 GARPETF1.5K shares0.00%2025-09-302025-11-26
CGUS CAPITAL GROUP CORE EQUITY ETF4.2K shares5.95%2025-09-302025-11-26
AGG ISHARES CORE US AGGREGATE BOND ETF1.6K shares0.99%2025-09-302025-11-26
KO THE COCA-COLA CO2.4K shares107.76%2025-09-302025-11-26
MUNI PIMCO INTRMEDIATE MUNI BOND ACTV ETF3.1K shares2.90%2025-09-302025-11-26
VTEB VANGUARD MUNI BND TAX EXEMPT ETF3.2K shares3.15%2025-09-302025-11-26
TFLO ISHARES TREASURY FLOATNGRATE BD ETF3.0K shares0.00%2025-09-302025-11-26
SPTL SPDR LONG TERM TREASURY ETF5.5K shares-94.96%2025-09-302025-11-26
JPM JPMORGAN CHASE & CO467 shares99.57%2025-09-302025-11-26
GOOGL ALPHABET INC CLASS CLASS A587 shares81.17%2025-09-302025-11-26
GLD SPDR GOLD SHARES ETF398 shares-7.87%2025-09-302025-11-26
SPYG SPDR S&P 500 GROWTH ETF1.3K shares0.00%2025-09-302025-11-26
NEM NEWMONT CORP1.6K shares0.00%2025-09-302025-11-26
JNJ JOHNSON & JOHNSON738 shares96.28%2025-09-302025-11-26
IDV ISHARES INTERNATIONAL SEL DIV ETF3.7K shares0.00%2025-09-302025-11-26
IWR ISHARES RUSSELL MID CAP ETF1.3K shares0.00%2025-09-302025-11-26
CGDG CAPITAL GROUP DIVIDEND GROWER ETF3.5K shares-1.20%2025-09-302025-11-26
META META PLATFORMS INC CLASS A161 shares14.18%2025-09-302025-11-26
AEP AMERICAN ELEC PWR CO INC1.0K shares578.67%2025-09-302025-11-26
CGGO CAPITAL GROUP GLOBAL GRWT EQY ETF3.3K shares0.33%2025-09-302025-11-26
MSOS ADVISORSHS PURE US CANNABIS ETF IV23.5K shares0.00%2025-09-302025-11-26
SO SOUTHERN CO1.2K shares4.61%2025-09-302025-11-26
BND VANGUARD TOTAL BOND MARKET ETF1.5K shares0.00%2025-09-302025-11-26
BTC GRAYSCALE BITCOIN MINI TRUST ETF2.2K shares10.00%2025-09-302025-11-26
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS2.6K sharesnew addition2025-09-302025-11-26
VLUE ISHARES MSCI USA VALUE FACTOR ETF860 shares0.00%2025-09-302025-11-26
TLH ISHARES 10-20 YEAR TSURYBOND ETF1.0K shares0.00%2025-09-302025-11-26
XOM EXXON MOBIL CORP934 shares8.73%2025-09-302025-11-26
CGCB CAPITAL GROUP CORE BOND ETF3.9K shares-1.87%2025-09-302025-11-26
VWO VANGUARD FTSE EMERGING MARKETS ETF1.9K shares0.00%2025-09-302025-11-26
CVX CHEVRON CORP NEW655 shares156.86%2025-09-302025-11-26
CGDV CAPITAL GROUP DIVIDEND VALUE ETF2.4K shares-1.07%2025-09-302025-11-26
ABBV ABBVIE INC432 shares140.00%2025-09-302025-11-26
UBER UBER TECHNOLOGIES INC1.0K shares0.00%2025-09-302025-11-26
MMM 3M CO599 shares9.11%2025-09-302025-11-26
CGMS CAPITAL GROUP U S MULTI SEC ETF3.3K shares0.00%2025-09-302025-11-26
GOOG ALPHABET INC CLASS C377 shares0.00%2025-09-302025-11-26
VZ VERIZON COMMUNICATIONS I2.0K shares685.06%2025-09-302025-11-26
SCHW CHARLES SCHWAB CORP911 shares5.20%2025-09-302025-11-26
WMT WALMART INC829 shares-9.60%2025-09-302025-11-26
TT TRANE TECHNOLOGIES PLC F200 shares0.00%2025-09-302025-11-26
UNH UNITEDHEALTH GROUP INC242 shares-56.16%2025-09-302025-11-26
SDY SPDR S&P DIVIDEND ETF587 shares0.00%2025-09-302025-11-26
VTV VANGUARD VALUE ETF438 shares3.30%2025-09-302025-11-26
COF CAPITAL ONE FINL CORP376 shares0.00%2025-09-302025-11-26
MBB ISHARES MBS ETF834 shares0.00%2025-09-302025-11-26
IVW ISHARES S&P 500 GROWTH ETF642 shares0.00%2025-09-302025-11-26
D DOMINION ENERGY INC1.3K shares417.28%2025-09-302025-11-26
ETN EATON CORP PLC F200 shares0.00%2025-09-302025-11-26
BX BLACKSTONE INC432 shares0.00%2025-09-302025-11-26
SPYD SPDR S&P 500 HIGH DIVIDEND ETF1.7K shares0.00%2025-09-302025-11-26
VB VANGUARD SMALL CAP ETF289 shares0.00%2025-09-302025-11-26
SHY ISHARES 1-3 YEAR TREASRYBOND ETF875 shares-6.52%2025-09-302025-11-26
NEAR ISHARES SHORT DURATN BNDACTV ETF1.4K shares-2.62%2025-09-302025-11-26
VO VANGUARD MID CAP ETF242 shares0.00%2025-09-302025-11-26
DIS DISNEY WALT CO618 shares0.00%2025-09-302025-11-26
SLV ISHARES SILVER TRUST ETF1.7K shares0.00%2025-09-302025-11-26
LMT LOCKHEED MARTIN CORP138 shares430.77%2025-09-302025-11-26
IWM ISHARES RUSSELL 2000 ETF284 shares0.00%2025-09-302025-11-26
VFF VILLAGE FARMS INTL INC F21.8K shares38.03%2025-09-302025-11-26
XHLF BNDBLXX BLMBRG 6 MNTH TRG US TR ETF1.3K sharesnew addition2025-09-302025-11-26
HDV ISHARES CORE HIGH DIVIDEND ETF530 shares0.00%2025-09-302025-11-26
NEE NEXTERA ENERGY INC859 shares13.62%2025-09-302025-11-26
IYW ISHARES US TECHNOLOGY ETF328 shares0.00%2025-09-302025-11-26
BSCS INVESCO BULLETSHARS 2028CORP BD ETF3.1K shares0.00%2025-09-302025-11-26
MRK MERCK & CO. INC.750 shares202.42%2025-09-302025-11-26
BRK.B BERKSHIRE HATHAWAY CLASS B124 shares0.00%2025-09-302025-11-26
ADM ARCHER-DANIELS MIDLAND C1.0K shares44.99%2025-09-302025-11-26
IYE ISHARES US ENERGY ETF1.2K shares0.00%2025-09-302025-11-26
IJT ISHARES S&P SMLL CAP 600GRTH ETF408 shares0.00%2025-09-302025-11-26
CGCP CAPITAL GROUP CORE PLUS INCM ETF2.5K shares1.22%2025-09-302025-11-26
VEEV VEEVA SYS INC CLASS A190 shares15.15%2025-09-302025-11-26
VTC VANGUARD TOTAL CORPORATEBD ETF705 shares0.00%2025-09-302025-11-26
QCOM QUALCOMM INC325 shares17.75%2025-09-302025-11-26
VDC VANGUARD CONSUMER STAPLES ETF249 shares0.00%2025-09-302025-11-26
SPY SPDR S&P 500 ETF78 shares0.00%2025-09-302025-11-26
SEIC SEI INVTS CO612 shares637.35%2025-09-302025-11-26
AMD ADVANCED MICRO DEVIC317 shares-32.12%2025-09-302025-11-26
BMRN BIOMARIN PHARMACEUTICAL936 shares0.00%2025-09-302025-11-26
ITOT ISHARES TOTAL US STOCK MARKET ETF347 shares0.29%2025-09-302025-11-26
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF855 shares5.30%2025-09-302025-11-26
RTX RTX CORP291 sharesnew addition2025-09-302025-11-26
T AT&T INC1.7K shares73.68%2025-09-302025-11-26
ICVT ISHARES CONVERTIBLE BONDETF481 shares-15.32%2025-09-302025-11-26
VGIT VANGUARD INTER-TERM TREAS INDEX FD795 shares0.00%2025-09-302025-11-26
CTSH COGNIZANT TECHNOLOGY SOLCLASS A708 shares16.26%2025-09-302025-11-26
PSK SPDR ICE PREFERRED SECURITIES ETF1.4K shares0.00%2025-09-302025-11-26
V VISA INC CLASS A137 shares48.91%2025-09-302025-11-26
AXP AMERICAN EXPRESS CO140 shares8.53%2025-09-302025-11-26
ESGE ISHARES ESG AWARE MSCI EM ETF1.1K shares0.00%2025-09-302025-11-26
AMTM AMENTUM HLDGS INC EQUITYCLASS EQUITY1.9K sharesnew addition2025-09-302025-11-26
VEU VANGUARD FTSE ALL WORLD EX US ETF635 shares7.45%2025-09-302025-11-26
AAL AMERICAN AIRLS GROUP INC3.9K shares-9.54%2025-09-302025-11-26
LXRX LEXICON PHARMACEUTICALS32.5K shares400.00%2025-09-302025-11-26
COR CENCORA INC CLASS SERIES A138 shares31.43%2025-09-302025-11-26
TQQQ PROSHARES ULTRAPRO QQQ ETF414 shares24.32%2025-09-302025-11-26
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF860 shares1.90%2025-09-302025-11-26
HON HONEYWELL INTL INC201 shares0.00%2025-09-302025-11-26
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF971 shares0.00%2025-09-302025-11-26
LRCX LAM RESH CORP308 sharesnew addition2025-09-302025-11-26
VYM VANGUARD HIGH DIVIDEND YIELD ETF288 shares0.35%2025-09-302025-11-26
SPIB SPDR INTRMDT TRM CRPRATEBND ETF1.2K shares0.08%2025-09-302025-11-26
USO UNITED STATES OIL ETF549 shares0.00%2025-09-302025-11-26
SCHD SCHWAB US DIVIDEND EQUITY ETF1.5K shares-51.03%2025-09-302025-11-26
VV VANGUARD LARGE CAP ETF130 shares0.00%2025-09-302025-11-26
PEP PEPSICO INC284 shares21.37%2025-09-302025-11-26
SRLN SPDR BLACKSTONE SENIOR LOAN ETF933 shares0.00%2025-09-302025-11-26
DGRO ISHARES CORE DIVIDEND GROWTH ETF564 shares1.44%2025-09-302025-11-26
WST WEST PHARMACEUTICAL SVCS144 shares0.00%2025-09-302025-11-26
KMI KINDER MORGAN INC DEL1.3K shares36.42%2025-09-302025-11-26
BDX BECTON DICKINSON & CO200 sharesnew addition2025-09-302025-11-26
IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF690 shares0.00%2025-09-302025-11-26
HSY HERSHEY CO199 shares0.00%2025-09-302025-11-26
WEC WEC ENERGY GROUP INC312 sharesnew addition2025-09-302025-11-26
DJT TRUMP MEDIA & TECHNO2.2K shares-0.09%2025-09-302025-11-26
CSX CSX CORP995 shares0.00%2025-09-302025-11-26
WSM WILLIAMS SONOMA INC180 shares0.00%2025-09-302025-11-26
CASY CASEYS GEN STORES INC62 sharesnew addition2025-09-302025-11-26
USFR WISDOMTREE FLOATING RATETREASRY ETF695 shares0.00%2025-09-302025-11-26
ECL ECOLAB INC127 shares7.63%2025-09-302025-11-26
KR KROGER CO511 shares14.83%2025-09-302025-11-26
FCX FREEPORT-MCMORAN INC875 shares0.00%2025-09-302025-11-26
APD AIR PRODS & CHEMS INC124 shares0.00%2025-09-302025-11-26
IGHG PROSHARES INVT GD INT RAT HED ETF428 shares0.00%2025-09-302025-11-26
MCK MCKESSON CORP43 sharesnew addition2025-09-302025-11-26
IJS ISHARES S&P SMALL CAP 600 ETF300 shares0.00%2025-09-302025-11-26
DBEF XTRACKERS MSCI EAFE HDGDEQY ETF708 shares0.00%2025-09-302025-11-26
CINF CINCINNATI FINL CORP206 shares0.00%2025-09-302025-11-26
HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF804 shares-98.93%2025-09-302025-11-26
OC OWENS CORNING NEW222 shares0.00%2025-09-302025-11-26
HIG HARTFORD INS GROUP INC235 shares0.00%2025-09-302025-11-26
CAH CARDINAL HEALTH INC199 shares-0.50%2025-09-302025-11-26
CAT CATERPILLAR INC64 shares-28.09%2025-09-302025-11-26
ADP AUTOMATIC DATA PROCESSIN103 shares7.29%2025-09-302025-11-26
TLT ISHARES 20 PLS YEAR TREASURY BND ETF335 shares-0.89%2025-09-302025-11-26
VUG VANGUARD GROWTH ETF62 shares0.00%2025-09-302025-11-26
F FORD MTR CO DEL2.5K shares0.00%2025-09-302025-11-26
MET METLIFE INC356 shares790.00%2025-09-302025-11-26
RGLD ROYAL GOLD INC146 sharesnew addition2025-09-302025-11-26
TIP ISHARES TIPS BOND ETF263 shares0.00%2025-09-302025-11-26
DCOR DIMENSIONAL US CORE EQUITY 1 ETF406 shares75.00%2025-09-302025-11-26
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF749 shares49.50%2025-09-302025-11-26
IAGG ISHARES INTERNTINL AGGRGT BND ETF547 shares0.00%2025-09-302025-11-26
PAYX PAYCHEX INC216 sharesnew addition2025-09-302025-11-26
GE GE AEROSPACE91 shares15.19%2025-09-302025-11-26
XEL XCEL ENERGY INC339 sharesnew addition2025-09-302025-11-26
CHRW C H ROBINSON WORLDWIDE I203 sharesnew addition2025-09-302025-11-26
LLY ELI LILLY AND CO35 shares84.21%2025-09-302025-11-26
SHW SHERWIN-WILLIAMS CO77 shares-10.47%2025-09-302025-11-26
EVR EVERCORE INC CLASS A79 shares146.88%2025-09-302025-11-26
BAC BANK OF AMERICA CORP516 shares0.58%2025-09-302025-11-26
IJH ISHARES CORE S&P MID CAPETF407 shares0.00%2025-09-302025-11-26
DFUS DIMENSIONAL US EQUITY MARKET ETF359 shares0.00%2025-09-302025-11-26
KMB KIMBERLY CLARK CORP204 shares-17.41%2025-09-302025-11-26
UNM UNUM GROUP326 shares-39.29%2025-09-302025-11-26
GIS GENERAL MILLS INC500 sharesnew addition2025-09-302025-11-26
CLX CLOROX CO203 sharesnew addition2025-09-302025-11-26
CL COLGATE PALMOLIVE CO312 shares-6.87%2025-09-302025-11-26
GD GENERAL DYNAMICS CORP73 shares-33.64%2025-09-302025-11-26
VRP INVSC VARIABLE RATE PREFERRED ETF997 shares0.00%2025-09-302025-11-26
SNA SNAP ON INC71 shares-25.26%2025-09-302025-11-26
ELV ELEVANCE HEALTH INC76 shares0.00%2025-09-302025-11-26
IHDG WISDOMTREE INTER HDG QLYDIV GRT ETF527 shares-44.23%2025-09-302025-11-26
EIX EDISON INTL438 sharesnew addition2025-09-302025-11-26
UPS UNITED PARCEL SVC INC CLASS B288 shares0.00%2025-09-302025-11-26
EXPD EXPEDITORS INTL WASH INCCLASS A193 shares-27.99%2025-09-302025-11-26
AOS SMITH A O CORP320 shares-46.31%2025-09-302025-11-26
SYY SYSCO CORP285 shares-31.98%2025-09-302025-11-26
LOW LOWES COS INC92 shares-31.85%2025-09-302025-11-26
ITW ILLINOIS TOOL WKS INC88 shares-29.03%2025-09-302025-11-26
TGT TARGET CORP EQUITY CLASS EQUITY254 shares-30.98%2025-09-302025-11-26
TFC TRUIST FINL CORP498 shares0.00%2025-09-302025-11-26
LECO LINCOLN ELEC HLDGS INC95 shares-38.71%2025-09-302025-11-26
CTVA CORTEVA INC331 shares106.88%2025-09-302025-11-26
SWK STANLEY BLACK & DECKER I300 sharesnew addition2025-09-302025-11-26
AUPH AURINIA PHARMACEUTIC E FCLASS EQUITY2.0K shares5.26%2025-09-302025-11-26
RPM RPM INTL INC187 shares-31.25%2025-09-302025-11-26
TROW PRICE T ROWE GROUP INC212 shares-33.54%2025-09-302025-11-26
PPG PPG INDS INC207 shares-24.18%2025-09-302025-11-26
IBB ISHARES BIOTECHNOLOGY ETF150 sharesnew addition2025-09-302025-11-26
BA BOEING CO100 shares0.00%2025-09-302025-11-26
ULTA ULTA BEAUTY INC39 shares-9.30%2025-09-302025-11-26
CVS CVS HEALTH CORP281 shares0.72%2025-09-302025-11-26
AVY AVERY DENNISON CORP130 shares-23.08%2025-09-302025-11-26
MTUM ISHARES MSCI USA MOMNTUMFCT ETF82 shares-6.82%2025-09-302025-11-26
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF325 shares0.31%2025-09-302025-11-26
MA MASTERCARD INC CLASS A36 shares227.27%2025-09-302025-11-26
AOR ISHARES CORE 60 40 BAL ALL ETF307 shares0.00%2025-09-302025-11-26
CSL CARLISLE COS INC60 shares-23.08%2025-09-302025-11-26
VCSH VANGUARD SHORT TERM COR BD ETF245 shares0.00%2025-09-302025-11-26
ADBE ADOBE INC54 shares63.64%2025-09-302025-11-26
VXF VANGUARD EXTENDED MARKETETF90 shares0.00%2025-09-302025-11-26
ATO ATMOS ENERGY CORP109 shares0.93%2025-09-302025-11-26
VEA VANGUARD FTSE DEVELOPED MARKETS ETF300 shares0.00%2025-09-302025-11-26
NFLX NETFLIX INC15 shares66.67%2025-09-302025-11-26
DOW DOW INC780 shares105.26%2025-09-302025-11-26
DKS DICKS SPORTING GOODS INC80 shares0.00%2025-09-302025-11-26
HYD VANECK HIGH YIELD MUNI ETF349 shares-20.32%2025-09-302025-11-26
SSO PROSHARES ULTRA S&P 500 ETF158 shares0.00%2025-09-302025-11-26
PFF ISHARES PREFERRED INCOMESEC ETF552 shares0.00%2025-09-302025-11-26
WDC WESTERN DIGITAL CORP145 shares-11.59%2025-09-302025-11-26
MU MICRON TECHNOLOGY INC101 shares158.97%2025-09-302025-11-26
DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF508 shares10.43%2025-09-302025-11-26
IWB ISHARES RUSSELL 1000 ETF45 shares0.00%2025-09-302025-11-26
HWM HOWMET AEROSPACE INC83 sharesnew addition2025-09-302025-11-26
IJR ISHARES CORE S&P SMALL CAP ETF136 shares0.00%2025-09-302025-11-26
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS291 shares23.31%2025-09-302025-11-26
ERIC ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.9K sharesnew addition2025-09-302025-11-26
EVRG EVERGY INC209 shares0.00%2025-09-302025-11-26
FALN ISHARES FALLEN ANGELS USD BOND ETF565 shares0.00%2025-09-302025-11-26
BIV VANGUARD INTERMEDIATE TERM BOND ETF200 shares0.00%2025-09-302025-11-26
PGX INVESCO PREFERRED ETF1.3K shares0.00%2025-09-302025-11-26
GEV GE VERNOVA INC25 shares31.58%2025-09-302025-11-26
NET CLOUDFLARE INC CLASS A71 shares97.22%2025-09-302025-11-26
MCD MCDONALDS CORP50 sharesnew addition2025-09-302025-11-26
RYLD GLOBAL X RUSSELL 2000 CVRED CALL ETF1.0K sharesnew addition2025-09-302025-11-26
PSX PHILLIPS 66110 shares1000.00%2025-09-302025-11-26
GDXJ VANECK JUNIOR GOLD MINERS ETF150 shares0.00%2025-09-302025-11-26
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF191 shares0.00%2025-09-302025-11-26
VRT VERTIV HLDGS CO CLASS A96 sharesnew addition2025-09-302025-11-26
BLV VANGUARD LONG TERM BOND ETF200 shares0.00%2025-09-302025-11-26
VIG VANGUARD DIVIDEND APPRECIATION ETF64 shares0.00%2025-09-302025-11-26
SHEL SHELL PLC FTENDER OFFER EXP:193 shares0.00%2025-09-302025-11-26
VCIT VANGUARD INTERMEDIATE TERM COR ETF160 shares0.00%2025-09-302025-11-26
IWD ISHARES RUSSELL 1000 VALUE ETF65 shares0.00%2025-09-302025-11-26
GILD GILEAD SCIENCES INC119 shares70.00%2025-09-302025-11-26
IWS ISHARES RUSSELL MID CAP VALUE ETF94 shares22.08%2025-09-302025-11-26
HD HOME DEPOT INC32 shares-86.55%2025-09-302025-11-26
DELL DELL TECHNOLOGIES INC CLASS C90 shares0.00%2025-09-302025-11-26
SHOP SHOPIFY INC FCLASS CLASS A85 shares0.00%2025-09-302025-11-26
MDLZ MONDELEZ INTL INC CLASS A200 shares0.00%2025-09-302025-11-26
UGI UGI CORP NEW375 sharesnew addition2025-09-302025-11-26
IWP ISHARES RUSSELL MID CAP GROWTH ETF87 shares0.00%2025-09-302025-11-26
TCAF T ROWE PRICE CPTL APRCTNEQT ETF321 shares17.58%2025-09-302025-11-26
VST VISTRA CORP61 sharesnew addition2025-09-302025-11-26
DD DUPONT DE NEMOURS INC148 shares40.95%2025-09-302025-11-26
RCL ROYAL CARIBBEAN GROU F35 sharesnew addition2025-09-302025-11-26
JBL JABIL INC51 shares-16.39%2025-09-302025-11-26
KVUE KENVUE INC650 sharesnew addition2025-09-302025-11-26
LYFT LYFT INC CLASS A472 sharesnew addition2025-09-302025-11-26
RSHO TEMA AMERICAN RESHORING ETF241 shares0.00%2025-09-302025-11-26
SCZ ISHARES MSCI EAFE SMALL CAP ETF134 shares0.00%2025-09-302025-11-26
CHWY CHEWY INC CLASS A253 shares17.13%2025-09-302025-11-26
RBLX ROBLOX CORP CLASS A73 sharesnew addition2025-09-302025-11-26
GLDM SPDR GOLD MINISHARES ETV130 shares0.00%2025-09-302025-11-26
VHT VANGUARD HEALTH CARE ETF38 shares0.00%2025-09-302025-11-26
AMAT APPLIED MATLS INC48 sharesnew addition2025-09-302025-11-26
BILZ PIMCO ULTRA SHORT GOVT ACTV ETF96 sharesnew addition2025-09-302025-11-26
SOLV SOLVENTUM CORP133 shares9.92%2025-09-302025-11-26
LW LAMB WESTON HLDGS INC166 sharesnew addition2025-09-302025-11-26
NRG NRG ENERGY INC59 sharesnew addition2025-09-302025-11-26
CAG CONAGRA BRANDS INC500 sharesnew addition2025-09-302025-11-26
INTC INTEL CORP271 shares0.00%2025-09-302025-11-26
BMY BRISTOL MYERS SQUIBB CO200 shares0.00%2025-09-302025-11-26
HOOD ROBINHOOD MKTS INC CLASS A62 sharesnew addition2025-09-302025-11-26
ACWI ISHARES MSCI ACWI ETF63 shares-51.16%2025-09-302025-11-26
JPIE JPMORGAN INCOME ETF188 shares33.33%2025-09-302025-11-26
NKE NIKE INC CLASS CLASS B125 shares0.00%2025-09-302025-11-26
KLAC KLA CORP8 sharesnew addition2025-09-302025-11-26
GLW CORNING INC105 sharesnew addition2025-09-302025-11-26
APH AMPHENOL CORP NEW CLASS A69 sharesnew addition2025-09-302025-11-26
DAL DELTA AIR LINES INC DEL150 shares-40.71%2025-09-302025-11-26
CCL CARNIVAL CORP F293 shares0.00%2025-09-302025-11-26
OKLO OKLO INC CLASS A74 shares0.00%2025-09-302025-11-26
FIX COMFORT SYS USA INC10 shares-66.67%2025-09-302025-11-26
VIGI VANGUARD INTL DIVIDEND APRECTN ETF91 shares0.00%2025-09-302025-11-26
LEU CENTRUS ENERGY CORP CLASS A26 shares0.00%2025-09-302025-11-26
DUOL DUOLINGO INC CLASS A25 shares13.64%2025-09-302025-11-26
HYG ISHARES IBOXX HIGH YIELDBOND ETF99 shares0.00%2025-09-302025-11-26
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF96 shares0.00%2025-09-302025-11-26
LAZ LAZARD INC150 sharesnew addition2025-09-302025-11-26
DDOG DATADOG INC CLASS A55 sharesnew addition2025-09-302025-11-26
CDNS CADENCE DESIGN SYS INC22 shares0.00%2025-09-302025-11-26
MPC MARATHON PETE CORP40 shares0.00%2025-09-302025-11-26
RKLB ROCKET LAB CORP160 sharesnew addition2025-09-302025-11-26
USB US BANCORP DEL158 sharesnew addition2025-09-302025-11-26
LHX L3HARRIS TECHNOLOGIES IN25 sharesnew addition2025-09-302025-11-26
AL AIR LEASE CORP CLASS A119 sharesnew addition2025-09-302025-11-26
CVNA CARVANA CO CLASS A20 sharesnew addition2025-09-302025-11-26
ZS ZSCALER INC25 sharesnew addition2025-09-302025-11-26
PWR QUANTA SVCS INC18 sharesnew addition2025-09-302025-11-26
BK BANK NEW YORK MELLON COR67 sharesnew addition2025-09-302025-11-26
ALNY ALNYLAM PHARMACEUTICALS16 sharesnew addition2025-09-302025-11-26
UAL UNITED AIRLINES HLDG75 shares-31.82%2025-09-302025-11-26
XYL XYLEM INC49 sharesnew addition2025-09-302025-11-26
EME EMCOR GROUP INC11 shares-62.07%2025-09-302025-11-26
COIN COINBASE GLOBAL INC CLASS A21 sharesnew addition2025-09-302025-11-26
STT STATE STR CORP61 sharesnew addition2025-09-302025-11-26
LNG CHENIERE ENERGY INC30 sharesnew addition2025-09-302025-11-26
IDXX IDEXX LABS INC11 sharesnew addition2025-09-302025-11-26
POWL POWELL INDS INC23 shares0.00%2025-09-302025-11-26
VRSN VERISIGN INC25 sharesnew addition2025-09-302025-11-26
CRS CARPENTER TECHNOLOGY COR28 sharesnew addition2025-09-302025-11-26
CRDO CREDO TECHNOLOGY GROUP F47 shares0.00%2025-09-302025-11-26
CSCO CISCO SYS INC100 shares0.00%2025-09-302025-11-26
INTU INTUIT10 sharesnew addition2025-09-302025-11-26
CBRE CBRE GROUP INC CLASS A43 sharesnew addition2025-09-302025-11-26
DBO INVESCO DB OIL FUND500 shares0.00%2025-09-302025-11-26
PG PROCTER & GAMBLE CO431 shares-30.60%2025-09-302025-11-26
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS737 sharesnew addition2025-09-302025-11-26
VTRS VIATRIS INC664 shares0.00%2025-09-302025-11-26
RMD RESMED INC24 sharesnew addition2025-09-302025-11-26
XYZ BLOCK INC A CLASS CLASS A90 sharesnew addition2025-09-302025-11-26
AAMI ACADIAN ASSET MGMT I135 shares0.00%2025-09-302025-11-26
AXON AXON ENTERPRISE INC9 sharesnew addition2025-09-302025-11-26
MDGL MADRIGAL PHARMACEUTICALS14 shares0.00%2025-09-302025-11-26
NDAQ NASDAQ INC72 sharesnew addition2025-09-302025-11-26
LPLA LPL FINL HLDGS INC19 sharesnew addition2025-09-302025-11-26
SAND SANDSTORM GOLD LTD F500 shares0.00%2025-09-302025-11-26
VGSH VANGUARD SHORT TERM TREASURY ETF106 shares0.00%2025-09-302025-11-26
IONQ IONQ INC101 shares0.00%2025-09-302025-11-26
DG DOLLAR GEN CORP NEW60 sharesnew addition2025-09-302025-11-26
GRMN GARMIN LTD F25 shares0.00%2025-09-302025-11-26
ADI ANALOG DEVICES INC25 shares0.00%2025-09-302025-11-26
STRL STERLING INFRASTRUCTURE18 shares-64.71%2025-09-302025-11-26
WGS GENEDX HLDGS CORP CLASS A56 shares0.00%2025-09-302025-11-26
DFEM DIMENSIONAL EMERG MARK CRE EQY 2 ETF188 shares50.40%2025-09-302025-11-26
DKNG DRAFTKINGS INC NEW CLASS A157 sharesnew addition2025-09-302025-11-26
WT WISDOMTREE INC420 shares0.00%2025-09-302025-11-26
HACK AMPLIFY CYBERSECURITY ETF67 shares0.00%2025-09-302025-11-26
ARES ARES MGMT CORP CLASS A36 sharesnew addition2025-09-302025-11-26
MCY MERCURY GEN CORP NEW67 shares0.00%2025-09-302025-11-26
HALO HALOZYME THERAPEUTICS IN77 shares0.00%2025-09-302025-11-26
HCI HCI GROUP INC29 shares0.00%2025-09-302025-11-26
SYK STRYKER CORP15 shares0.00%2025-09-302025-11-26
HCA HCA HEALTHCARE INC13 sharesnew addition2025-09-302025-11-26
PVLA PALVELLA THERAPEUTICS IN88 shares0.00%2025-09-302025-11-26
CAKE CHEESECAKE FACTORY INC100 shares0.00%2025-09-302025-11-26
STNG SCORPIO TANKERS INC F97 shares0.00%2025-09-302025-11-26
SNPS SYNOPSYS INC11 shares0.00%2025-09-302025-11-26
FVAL FIDELITY VALUE FACTOR ETF78 shares0.00%2025-09-302025-11-26
SPGI S&P GLOBAL INC11 shares0.00%2025-09-302025-11-26
YOU CLEAR SECURE INC CLASS A160 shares0.00%2025-09-302025-11-26
NXT NEXTRACKER INC CLASS A72 shares0.00%2025-09-302025-11-26
ALB ALBEMARLE CORP65 shares0.00%2025-09-302025-11-26
EA ELECTRONIC ARTS INC26 sharesnew addition2025-09-302025-11-26
PIPR PIPER SANDLER COMPANIES15 shares0.00%2025-09-302025-11-26
FSS FEDERAL SIGNAL CORP43 shares0.00%2025-09-302025-11-26
FN FABRINET F14 shares-56.25%2025-09-302025-11-26
VRNS VARONIS SYS INC88 shares0.00%2025-09-302025-11-26
FTDR FRONTDOOR INC75 shares0.00%2025-09-302025-11-26
GVA GRANITE CONSTR INC46 shares0.00%2025-09-302025-11-26
AVAV AEROVIRONMENT INC16 shares0.00%2025-09-302025-11-26
LGLV SPDR SSGA US LG CP LW VLT INX ETF28 shares-24.32%2025-09-302025-11-26
GTLS CHART INDS INC25 shares0.00%2025-09-302025-11-26
JXN JACKSON FINL INC CLASS A49 shares0.00%2025-09-302025-11-26
TJX TJX COS INC NEW34 sharesnew addition2025-09-302025-11-26
CW CURTISS WRIGHT CORP9 sharesnew addition2025-09-302025-11-26
BBIO BRIDGEBIO PHARMA INC93 shares0.00%2025-09-302025-11-26
AX AXOS FINL INC57 shares0.00%2025-09-302025-11-26
AZZ AZZ INC44 shares0.00%2025-09-302025-11-26
AMGN AMGEN INC17 shares0.00%2025-09-302025-11-26
PRU PRUDENTIAL FINL INC46 shares0.00%2025-09-302025-11-26
CARG CARGURUS INC CLASS A127 shares0.00%2025-09-302025-11-26
IBIT ISHARES BITCOIN ETF72 shares0.00%2025-09-302025-11-26
SNEX STONEX GROUP INC46 shares0.00%2025-09-302025-11-26
COCO VITA COCO CO INC109 shares0.00%2025-09-302025-11-26
ANF ABERCROMBIE & FITCH CO CLASS A54 shares0.00%2025-09-302025-11-26
MOG.A MOOG INC CLASS CLASS A22 shares0.00%2025-09-302025-11-26
TMHC TAYLOR MORRISON HOME COR69 shares0.00%2025-09-302025-11-26
ALKS ALKERMES PLC F151 shares0.00%2025-09-302025-11-26
CRM SALESFORCE INC19 shares0.00%2025-09-302025-11-26
FLR FLUOR CORP NEW107 shares0.00%2025-09-302025-11-26
ACIW ACI WORLDWIDE INC85 shares0.00%2025-09-302025-11-26
ITRI ITRON INC EQUITY CLASS EQUITY36 shares0.00%2025-09-302025-11-26
LRN STRIDE INC30 shares0.00%2025-09-302025-11-26
RDDT REDDIT INC CLASS A19 sharesnew addition2025-09-302025-11-26
LNW LIGHT & WONDER INC52 sharesnew addition2025-09-302025-11-26
POR PORTLAND GEN ELEC CO99 shares0.00%2025-09-302025-11-26
SM SM ENERGY CO173 shares0.00%2025-09-302025-11-26
CDTX CIDARA THERAPEUTICS INC45 shares0.00%2025-09-302025-11-26
DGRE WSDMTR EMRGNG MKT QLT DIV GWTH ETF150 shares0.00%2025-09-302025-11-26
MUB ISHARES NATIONAL MUNI BOND ETF40 shares0.00%2025-09-302025-11-26
XNTK SPDR NYSE TECHNOLOGY ETF16 shares-52.94%2025-09-302025-11-26
ARIS ARIS WTR SOLUTIONS INC MERGER ELECTION EXP: 10/07/25171 shares0.00%2025-09-302025-11-26
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF92 shares0.00%2025-09-302025-11-26
QQQ INVSC QQQ TRUST SRS 1 ETF7 sharesnew addition2025-09-302025-11-26
BOX BOX INC CLASS A128 shares0.00%2025-09-302025-11-26
SKYW SKYWEST INC41 shares0.00%2025-09-302025-11-26
TRUP TRUPANION INC93 shares0.00%2025-09-302025-11-26
MP MP MATLS CORP CLASS A60 sharesnew addition2025-09-302025-11-26
UNP UNION PAC CORP17 sharesnew addition2025-09-302025-11-26
DAVE DAVE INC CLASS A20 shares0.00%2025-09-302025-11-26
WAY WAYSTAR HLDG CORP104 shares0.00%2025-09-302025-11-26
XYLD GLOBAL X S&P 500 COVEREDCALL ETF100 sharesnew addition2025-09-302025-11-26
TOST TOAST INC CLASS A107 sharesnew addition2025-09-302025-11-26
SMR NUSCALE PWR CORP CLASS A108 shares0.00%2025-09-302025-11-26
HQY HEALTHEQUITY INC41 shares0.00%2025-09-302025-11-26
AOA ISHARES CORE 80 20 AGG ALL ETF44 shares0.00%2025-09-302025-11-26
URI UNITED RENTALS INC4 sharesnew addition2025-09-302025-11-26
TSPA T ROWE PRICE U S EQUITY RESEARCH ETF91 shares0.00%2025-09-302025-11-26
TGLS TECNOGLASS INC F55 shares0.00%2025-09-302025-11-26
ALRM ALARM COM HLDGS INC69 shares0.00%2025-09-302025-11-26
DFAS DIMENSIONAL U S SMALL CAP ETF53 shares0.00%2025-09-302025-11-26
NOG NORTHERN OIL & GAS INC146 shares0.00%2025-09-302025-11-26
LITE LUMENTUM HLDGS INC22 shares0.00%2025-09-302025-11-26
SFM SPROUTS FMRS MKT INC32 sharesnew addition2025-09-302025-11-26
SEM SELECT MED HLDGS CORP271 shares0.00%2025-09-302025-11-26
PLMR PALOMAR HLDGS INC28 shares0.00%2025-09-302025-11-26
ETON ETON PHARMACEUTICALS INC150 shares0.00%2025-09-302025-11-26
PGR PROGRESSIVE CORP OH13 sharesnew addition2025-09-302025-11-26
JAZZ JAZZ PHARMACEUTICALS P F24 shares0.00%2025-09-302025-11-26
CLPT CLEARPOINT NEURO INC140 shares0.00%2025-09-302025-11-26
VGZ VISTA GOLD CORP F1.4K shares0.00%2025-09-302025-11-26
FINW FINWISE BANCORP150 shares0.00%2025-09-302025-11-26
PRGS PROGRESS SOFTWARE CORP65 shares0.00%2025-09-302025-11-26
OMI OWENS & MINOR INC NEW581 shares0.00%2025-09-302025-11-26
ROOT ROOT INC CLASS A31 shares0.00%2025-09-302025-11-26
SPXL DIREXION DAILY S&P 500 BULL 3X ETF13 sharesnew addition2025-09-302025-11-26
LNTH LANTHEUS HLDGS INC53 shares0.00%2025-09-302025-11-26
COMT ISHR ETF GSCI CMD DYN STR ETF100 shares0.00%2025-09-302025-11-26
IFRA ISHARES US INFRASTRUCTURE ETF50 shares0.00%2025-09-302025-11-26
AA ALCOA CORP80 shares0.00%2025-09-302025-11-26
TKNO ALPHA TEKNOVA INC423 shares0.00%2025-09-302025-11-26
VNQ VANGUARD REAL ESTATE ETF28 shares0.00%2025-09-302025-11-26
IHI ISHARES US MEDICAL DEVICES ETF42 shares0.00%2025-09-302025-11-26
EMXC ISHARES MSCI EMERGING MARKETS ETF37 shares0.00%2025-09-302025-11-26
PTON PELOTON INTERACTIVE INC275 shares0.00%2025-09-302025-11-26
CTRA COTERRA ENERGY INC104 shares0.00%2025-09-302025-11-26
PPTA PERPETUA RES CORP F120 shares0.00%2025-09-302025-11-26
CRH CRH PUBLIC LIMITED CO F20 sharesnew addition2025-09-302025-11-26
C CITIGROUP INC23 shares0.00%2025-09-302025-11-26
ROBO ROBO GBL RBOTCS AND AUTMATN INDX ETF34 shares0.00%2025-09-302025-11-26
COP CONOCOPHILLIPS23 sharesnew addition2025-09-302025-11-26
FTK FLOTEK INDS INC DEL148 shares0.00%2025-09-302025-11-26
TDC TERADATA CORP DEL100 sharesnew addition2025-09-302025-11-26
KINS KINGSTONE COS INC141 shares0.00%2025-09-302025-11-26
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available