The Analysis of WASHINGTON TRUST Co's Holdings
Currently, WASHINGTON TRUST Co holds 274 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in BRK.A (+14 shares, valued at $10.6M), BRK.B (+8.2K shares, valued at $4.1M), GD (+7.7K shares, valued at $2.6M); decreased their positions in NVDA (-20.3K shares, valued at $3.8M), AVGO (-10.4K shares, valued at $3.4M), MSFT (-5.5K shares, valued at $2.8M); initiated new positions in NSC (+2.0K shares, valued at $594.9K), URI (+532 shares, valued at $507.9K), KMI (+12.2K shares, valued at $345.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC546.8K shares-0.18%2025-09-302025-11-12
SPY SPDR S&P 500 ETF TRUST206.9K shares0.63%2025-09-302025-11-12 AVGO BROADCOM INC377.5K shares-2.68%2025-09-302025-11-12 NVDA NVIDIA CORP569.0K shares-3.45%2025-09-302025-11-12 MSFT MICROSOFT CORP203.1K shares-2.63%2025-09-302025-11-12 VOO VANGUARD S&P 500 ETF166.7K shares2.46%2025-09-302025-11-12 GOOGL ALPHABET INC-CL A413.4K shares-0.24%2025-09-302025-11-12 AMZN AMAZON.COM INC409.3K shares0.29%2025-09-302025-11-12 IWR ISHARES RUSSELL MID-CAP ETF928.3K shares0.03%2025-09-302025-11-12 IWM ISHARES RUSSELL 2000 ETF319.6K shares-0.37%2025-09-302025-11-12 V VISA INC-CLASS A SHARES220.3K shares-1.03%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO230.1K shares2.06%2025-09-302025-11-12 IWB ISHARES RUSSELL 1000 ETF194.9K shares-0.33%2025-09-302025-11-12 META META PLATFORMS INC-CLASS A76.8K shares-0.84%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TRST87.9K shares-0.37%2025-09-302025-11-12 HD HOME DEPOT INC116.2K shares0.31%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC95.1K shares-0.34%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC196.6K shares-0.06%2025-09-302025-11-12 TJX TJX COMPANIES INC230.1K shares-0.83%2025-09-302025-11-12 RTX RTX CORP188.6K shares2.27%2025-09-302025-11-12 VYM VANGUARD HIGH DVD YIELD ETF216.5K shares2.49%2025-09-302025-11-12 WMT WALMART INC287.7K shares0.95%2025-09-302025-11-12 KLAC KLA CORP27.3K shares-1.73%2025-09-302025-11-12 BLK BLACKROCK INC24.8K shares0.28%2025-09-302025-11-12 WAB WABTEC CORP137.8K shares0.26%2025-09-302025-11-12 COST COSTCO WHOLESALE CORP28.5K shares0.68%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC268.0K shares0.62%2025-09-302025-11-12 IEFA ISHARES CORE MSCI EAFE ETF296.7K shares4.26%2025-09-302025-11-12 NEE NEXTERA ENERGY INC331.9K shares1.34%2025-09-302025-11-12 PWR QUANTA SERVICES INC56.4K shares0.69%2025-09-302025-11-12 ADI ANALOG DEVICES INC94.9K shares-1.97%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC4.3K shares1.40%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON124.7K shares0.07%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING72.8K shares-2.73%2025-09-302025-11-12 BX BLACKSTONE INC121.7K shares-0.82%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS102.6K shares1.54%2025-09-302025-11-12 SPGI S&P GLOBAL INC42.0K shares-4.91%2025-09-302025-11-12 IEMG ISHARES CORE MSCI EMERGING304.3K shares1.16%2025-09-302025-11-12 SYK STRYKER CORP53.7K shares0.53%2025-09-302025-11-12 LYV LIVE NATION ENTERTAINMENT IN120.6K shares0.61%2025-09-302025-11-12 IJR ISHARES CORE S&P SMALL-CAP E165.0K shares0.39%2025-09-302025-11-12 ACN ACCENTURE PLC-CL A78.7K shares1.05%2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC43.4K shares0.59%2025-09-302025-11-12 ASML ASML HOLDING NV-NY REG SHS20.0K shares0.01%2025-09-302025-11-12 VTI VANGUARD TOTAL STOCK MKT ETF56.8K shares5.14%2025-09-302025-11-12 VRSK VERISK ANALYTICS INC73.6K shares0.15%2025-09-302025-11-12 ABT ABBOTT LABORATORIES137.6K shares2.72%2025-09-302025-11-12 IJH ISHARES CORE S&P MIDCAP ETF282.0K shares9.01%2025-09-302025-11-12 IQV IQVIA HOLDINGS INC94.3K shares-5.22%2025-09-302025-11-12 ELF ELF BEAUTY INC134.8K shares2.26%2025-09-302025-11-12 J JACOBS SOLUTIONS INC113.7K shares0.65%2025-09-302025-11-12 CRM SALESFORCE INC71.0K shares-0.39%2025-09-302025-11-12 EQIX EQUINIX INC21.4K shares0.48%2025-09-302025-11-12 AGG ISHARES CORE U.S. AGGREGATE167.0K shares4.07%2025-09-302025-11-12 GVI ISHARES INTERMEDIATE GOVERNM154.6K shares1.80%2025-09-302025-11-12 HON HONEYWELL INTERNATIONAL INC77.7K shares1.01%2025-09-302025-11-12 GLW CORNING INC190.5K shares1.09%2025-09-302025-11-12 CSCO CISCO SYSTEMS INC227.2K shares1.53%2025-09-302025-11-12 VIG VANGUARD DIVIDEND APPREC ETF71.4K shares13.00%2025-09-302025-11-12 DIS WALT DISNEY CO/THE134.0K shares2.49%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP30.5K shares-0.51%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC-CL A20 shares233.33%2025-09-302025-11-12 WSO WATSCO INC37.2K shares-0.94%2025-09-302025-11-12 CB CHUBB LTD51.9K shares1.26%2025-09-302025-11-12 MDLZ MONDELEZ INTERNATIONAL INC-A234.0K shares2.09%2025-09-302025-11-12 LLY ELI LILLY & CO18.8K shares0.91%2025-09-302025-11-12 PEP PEPSICO INC102.1K shares-2.96%2025-09-302025-11-12 BR BROADRIDGE FINANCIAL SOLUTIO57.8K shares-0.51%2025-09-302025-11-12 ADBE ADOBE INC38.7K shares4.84%2025-09-302025-11-12 BAC BANK OF AMERICA CORP260.1K shares-1.19%2025-09-302025-11-12 EME EMCOR GROUP INC20.6K shares5.71%2025-09-302025-11-12 APTV APTIV PLC153.1K shares-0.87%2025-09-302025-11-12 VEU VANGUARD FTSE ALL-WORLD EX-U184.3K shares2.07%2025-09-302025-11-12 DELL DELL TECHNOLOGIES -C92.3K shares4.80%2025-09-302025-11-12 AMT AMERICAN TOWER CORP64.8K shares-0.24%2025-09-302025-11-12 PG PROCTER & GAMBLE CO/THE80.4K shares-1.98%2025-09-302025-11-12 TEL TE CONNECTIVITY PLC55.8K shares9.15%2025-09-302025-11-12 BDX BECTON DICKINSON AND CO63.2K shares-5.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC-CL B23.5K shares53.40%2025-09-302025-11-12 WM WASTE MANAGEMENT INC53.2K shares2.44%2025-09-302025-11-12 PYPL PAYPAL HOLDINGS INC173.4K shares-7.09%2025-09-302025-11-12 MCD MCDONALD'S CORP37.7K shares1.03%2025-09-302025-11-12 ZTS ZOETIS INC72.9K shares2.25%2025-09-302025-11-12 EFA ISHARES MSCI EAFE ETF113.2K shares-3.78%2025-09-302025-11-12 MDT MEDTRONIC PLC93.7K shares2.38%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC202.2K shares1.81%2025-09-302025-11-12 VCSH VANGUARD S/T CORP BOND ETF110.8K shares-7.76%2025-09-302025-11-12 HAS HASBRO INC116.2K shares11.89%2025-09-302025-11-12 CPRT COPART INC190.0K shares0.45%2025-09-302025-11-12 IVV ISHARES CORE S&P 500 ETF12.4K shares-0.79%2025-09-302025-11-12 PFE PFIZER INC319.0K shares-0.04%2025-09-302025-11-12 VO VANGUARD MID-CAP ETF26.2K shares2.70%2025-09-302025-11-12 IYF ISHARES US FINANCIALS ETF59.8K shares-2.86%2025-09-302025-11-12 CMCSA COMCAST CORP-CLASS A234.1K shares-1.47%2025-09-302025-11-12 FDX FEDEX CORP31.0K shares-0.49%2025-09-302025-11-12 ABBV ABBVIE INC31.3K shares9.24%2025-09-302025-11-12 GXO GXO LOGISTICS INC135.3K shares1.23%2025-09-302025-11-12 XLF FINANCIAL SELECT SECTOR SPDR120.2K shares10.43%2025-09-302025-11-12 GOOG ALPHABET INC-CL C25.5K shares5.09%2025-09-302025-11-12 FIS FIDELITY NATIONAL INFO SERV89.1K shares-0.95%2025-09-302025-11-12 ORCL ORACLE CORP19.7K shares2.47%2025-09-302025-11-12 IFF INTL FLAVORS & FRAGRANCES87.1K shares6.07%2025-09-302025-11-12 XOM EXXON MOBIL CORP46.0K shares0.73%2025-09-302025-11-12 VB VANGUARD SMALL-CAP ETF19.4K shares0.14%2025-09-302025-11-12 VV VANGUARD LARGE-CAP ETF16.0K shares-0.44%2025-09-302025-11-12 IBM INTL BUSINESS MACHINES CORP14.5K shares6.86%2025-09-302025-11-12 AES AES CORP311.2K shares0.45%2025-09-302025-11-12 IWV ISHARES RUSSELL 3000 ETF9.4K shares-5.36%2025-09-302025-11-12 RSP INVESCO S&P 500 EQUAL WEIGHT18.6K shares2.22%2025-09-302025-11-12 CTSH COGNIZANT TECH SOLUTIONS-A51.6K shares-10.32%2025-09-302025-11-12 DFUV DIMENSIONAL US MARKETWIDE VA75.1K shares0.00%2025-09-302025-11-12 AMGN AMGEN INC11.8K shares-1.52%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP9.4K shares453.35%2025-09-302025-11-12 DE DEERE & CO6.7K shares-2.87%2025-09-302025-11-12 HEI.A HEICO CORP-CLASS A11.4K shares-3.63%2025-09-302025-11-12 ROP ROPER TECHNOLOGIES INC5.6K shares4.30%2025-09-302025-11-12 SCHP SCHWAB U.S. TIPS ETF96.3K shares-1.57%2025-09-302025-11-12 XLE ENERGY SELECT SECTOR SPDR29.0K shares-3.94%2025-09-302025-11-12 T AT&T INC90.1K shares-11.13%2025-09-302025-11-12 MRK MERCK & CO. INC.29.9K shares1.76%2025-09-302025-11-12 SYY SYSCO CORP27.4K shares-3.50%2025-09-302025-11-12 UNP UNION PACIFIC CORP9.3K shares-0.32%2025-09-302025-11-12 VEA VANGUARD FTSE DEVELOPED ETF36.2K shares-0.15%2025-09-302025-11-12 IWF ISHARES RUSSELL 1000 GROWTH4.6K shares0.00%2025-09-302025-11-12 DVY ISHARES SELECT DIVIDEND ETF14.4K shares0.00%2025-09-302025-11-12 VTV VANGUARD VALUE ETF10.9K shares71.71%2025-09-302025-11-12 CAT CATERPILLAR INC4.1K shares-0.82%2025-09-302025-11-12 KO COCA-COLA CO/THE28.8K shares-0.93%2025-09-302025-11-12 TIP ISHARES TIPS BOND ETF17.2K shares-2.36%2025-09-302025-11-12 GE GE AEROSPACE COM6.0K shares26.94%2025-09-302025-11-12 CVX CHEVRON CORP11.5K shares-7.51%2025-09-302025-11-12 MS MORGAN STANLEY11.2K shares2.38%2025-09-302025-11-12 ACM AECOM12.8K shares-4.02%2025-09-302025-11-12 ORLY O'REILLY AUTOMOTIVE INC15.1K shares0.00%2025-09-302025-11-12 PAYX PAYCHEX INC12.2K shares-9.58%2025-09-302025-11-12 BND VANGUARD TOTAL BOND MARKET19.1K shares0.08%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO4.2K shares-19.57%2025-09-302025-11-12 GLD SPDR GOLD SHARES3.8K shares17.41%2025-09-302025-11-12 VWO VANGUARD FTSE EMERGING MARKE24.3K shares-0.26%2025-09-302025-11-12 CSX CSX CORP35.2K shares11.55%2025-09-302025-11-12 PNC PNC FINANCIAL SERVICES GROUP6.2K shares1.37%2025-09-302025-11-12 DFAC DIMENSIONAL US CORE EQUITY 228.4K shares0.00%2025-09-302025-11-12 LOW LOWE'S COS INC4.3K shares109.27%2025-09-302025-11-12 MA MASTERCARD INC - A1.8K shares17.03%2025-09-302025-11-12 FTCS FIRST TRUST CAPITAL STRENGTH10.9K shares0.00%2025-09-302025-11-12 GEV GE VERNOVA INC1.6K shares19.44%2025-09-302025-11-12 VNQ VANGUARD REAL ESTATE ETF10.4K shares-6.07%2025-09-302025-11-12 HYG ISHARES IBOXX HIGH YLD CORP11.7K shares0.00%2025-09-302025-11-12 SHM SPDR NUVEEN BLOOMBERG SHORT19.5K shares0.00%2025-09-302025-11-12 QUAL ISHARES MSCI USA QUALITY FAC4.8K shares0.00%2025-09-302025-11-12 CL COLGATE-PALMOLIVE CO11.3K shares66.68%2025-09-302025-11-12 DHR DANAHER CORP4.6K shares-4.51%2025-09-302025-11-12 WFC WELLS FARGO & CO10.6K shares-0.25%2025-09-302025-11-12 ED CONSOLIDATED EDISON INC8.3K shares-10.68%2025-09-302025-11-12 XLV HEALTH CARE SELECT SECTOR6.0K shares-5.04%2025-09-302025-11-12 XLK TECHNOLOGY SELECT SECT SPDR3.0K shares0.00%2025-09-302025-11-12 BSX BOSTON SCIENTIFIC CORP8.3K shares0.00%2025-09-302025-11-12 NVR NVR INC100 shares0.00%2025-09-302025-11-12 PM PHILIP MORRIS INTERNATIONAL4.9K shares-0.45%2025-09-302025-11-12 SBUX STARBUCKS CORP9.2K shares0.15%2025-09-302025-11-12 INTC INTEL CORP23.0K shares13.60%2025-09-302025-11-12 DUK DUKE ENERGY CORP6.2K shares-10.48%2025-09-302025-11-12 YUM YUM BRANDS INC5.0K shares0.02%2025-09-302025-11-12 SMLF ISHARES US SMALLCAP EQUITY F10.0K shares0.00%2025-09-302025-11-12 EXR EXTRA SPACE STORAGE INC5.2K shares0.00%2025-09-302025-11-12 EFG ISHARES MSCI EAFE GROWTH ETF6.4K shares0.00%2025-09-302025-11-12 QQQ INVESCO QQQ TRUST SERIES 11.2K shares36.53%2025-09-302025-11-12 VUG VANGUARD GROWTH ETF1.5K shares-2.85%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC898 shares5.28%2025-09-302025-11-12 COF CAPITAL ONE FINANCIAL CORP3.4K shares0.06%2025-09-302025-11-12 SO SOUTHERN CO/THE7.5K shares-0.73%2025-09-302025-11-12 DFAT DIMENSIONAL US TARGET VALUE12.0K shares0.00%2025-09-302025-11-12 STT STATE STREET CORP6.0K shares-24.17%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO14.9K shares5.11%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP1.1K shares0.00%2025-09-302025-11-12 FI FISERV INC5.2K shares3.50%2025-09-302025-11-12 ETN EATON CORP PLC1.8K shares11.35%2025-09-302025-11-12 AFL AFLAC INC5.9K shares1.08%2025-09-302025-11-12 CARR CARRIER GLOBAL CORP10.9K shares67.14%2025-09-302025-11-12 STIP ISHARES 0-5 YEAR TIPS BOND E6.2K shares-3.11%2025-09-302025-11-12 MCHP MICROCHIP TECHNOLOGY INC9.8K shares0.00%2025-09-302025-11-12 KMB KIMBERLY-CLARK CORP5.0K shares23.30%2025-09-302025-11-12 EMR EMERSON ELECTRIC CO4.6K shares-2.95%2025-09-302025-11-12 IWS ISHARES RUSSELL MID-CAP VALU4.3K shares0.00%2025-09-302025-11-12 NSC NORFOLK SOUTHERN CORP2.0K sharesnew addition2025-09-302025-11-12 NVS NOVARTIS AG-SPONSORED ADR4.6K shares0.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR-SP ADR2.1K shares13.05%2025-09-302025-11-12 HIG HARTFORD INSURANCE GROUP INC4.3K shares16.00%2025-09-302025-11-12 CVS CVS HEALTH CORP7.7K shares-0.01%2025-09-302025-11-12 XLI INDUSTRIAL SELECT SECT SPDR3.7K shares0.00%2025-09-302025-11-12 TRMB TRIMBLE INC7.0K shares0.00%2025-09-302025-11-12 IRM IRON MOUNTAIN INC5.6K shares0.00%2025-09-302025-11-12 CMI CUMMINS INC1.3K shares0.93%2025-09-302025-11-12 IAU ISHARES GOLD TRUST7.5K shares0.00%2025-09-302025-11-12 URI UNITED RENTALS INC532 sharesnew addition2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC1.5K shares14.01%2025-09-302025-11-12 COP CONOCOPHILLIPS5.3K shares-1.87%2025-09-302025-11-12 MMM 3M CO3.2K shares-27.11%2025-09-302025-11-12 NKE NIKE INC -CL B7.1K shares-3.37%2025-09-302025-11-12 TXT TEXTRON INC5.9K shares9.31%2025-09-302025-11-12 ECL ECOLAB INC1.8K shares0.00%2025-09-302025-11-12 MO ALTRIA GROUP INC7.3K shares4.10%2025-09-302025-11-12 APD AIR PRODUCTS & CHEMICALS INC1.7K shares12.00%2025-09-302025-11-12 SHEL SHELL PLC-ADR6.5K shares11.83%2025-09-302025-11-12 MAR MARRIOTT INTERNATIONAL -CL A1.8K shares0.00%2025-09-302025-11-12 TD TORONTO-DOMINION BANK5.8K shares61.03%2025-09-302025-11-12 EEM ISHARES MSCI EMERGING MARKET8.6K shares37.61%2025-09-302025-11-12 QQQM INVESCO NASDAQ 100 ETF1.9K shares23.73%2025-09-302025-11-12 NULV NUVEEN ESG LARGE-CAP VAL ETF10.3K shares0.00%2025-09-302025-11-12 TGT TARGET CORP4.9K shares20.59%2025-09-302025-11-12 DFAS DIMENSIONAL US SMALL CAP ETF6.4K shares-6.08%2025-09-302025-11-12 DD DUPONT DE NEMOURS INC5.5K shares19.04%2025-09-302025-11-12 OMC OMNICOM GROUP5.3K shares-8.06%2025-09-302025-11-12 BA BOEING CO/THE2.0K shares-1.20%2025-09-302025-11-12 ES EVERSOURCE ENERGY6.0K shares0.00%2025-09-302025-11-12 MPC MARATHON PETROLEUM CORP COM2.2K shares3.04%2025-09-302025-11-12 L LOEWS CORP4.2K shares0.00%2025-09-302025-11-12 VTWO VANGUARD RUSSELL 2000 ETF4.2K shares1.09%2025-09-302025-11-12 OTIS OTIS WORLDWIDE CORP4.4K shares86.33%2025-09-302025-11-12 GLDM SPDR GOLD MINISHARES TRUST5.1K shares-25.65%2025-09-302025-11-12 EFX EQUIFAX INC1.5K shares0.00%2025-09-302025-11-12 CI THE CIGNA GROUP1.3K shares-0.89%2025-09-302025-11-12 IWD ISHARES RUSSELL 1000 VALUE E1.9K shares0.00%2025-09-302025-11-12 RSG REPUBLIC SERVICES INC1.6K shares-0.86%2025-09-302025-11-12 USMV ISHARES MSCI USA MIN VOL FAC3.9K shares0.00%2025-09-302025-11-12 AXON AXON ENTERPRISE INC510 shares0.00%2025-09-302025-11-12 AER AERCAP HOLDINGS NV3.0K shares0.00%2025-09-302025-11-12 BLDR BUILDERS FIRSTSOURCE INC2.9K shares7.40%2025-09-302025-11-12 ALL ALLSTATE CORP1.6K shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRUMENTS INC1.9K shares83.15%2025-09-302025-11-12 KMI KINDER MORGAN INC12.2K sharesnew addition2025-09-302025-11-12 AKAM AKAMAI TECHNOLOGIES INC4.6K shares-1.53%2025-09-302025-11-12 GUNR FLEXSHARES GLOBAL UPSTREAM N7.9K shares0.00%2025-09-302025-11-12 AMAT APPLIED MATERIALS INC1.6K shares0.25%2025-09-302025-11-12 FTNT FORTINET INC3.8K shares0.00%2025-09-302025-11-12 QCOM QUALCOMM INC1.9K sharesnew addition2025-09-302025-11-12 LIN LINDE PLC656 shares1.39%2025-09-302025-11-12 DGX QUEST DIAGNOSTICS INC1.6K sharesnew addition2025-09-302025-11-12 UPS UNITED PARCEL SERVICE-CL B3.7K shares26.79%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC725 shares0.00%2025-09-302025-11-12 ENB ENBRIDGE INC6.0K shares-10.47%2025-09-302025-11-12 LHX L3HARRIS TECHNOLOGIES INC991 shares-27.03%2025-09-302025-11-12 XLP CONSUMER STAPLES SPDR3.7K shares0.00%2025-09-302025-11-12 VRTX VERTEX PHARMACEUTICALS INC728 sharesnew addition2025-09-302025-11-12 GIS GENERAL MILLS INC5.6K shares0.00%2025-09-302025-11-12 QQQJ INVESCO NASDAQ NEXT GEN 1007.9K shares0.00%2025-09-302025-11-12 IBTH ISHARES IBONDS DEC 2027 TERM12.3K shares0.00%2025-09-302025-11-12 SNPS SYNOPSYS INC555 sharesnew addition2025-09-302025-11-12 SPG SIMON PROPERTY GROUP INC1.5K sharesnew addition2025-09-302025-11-12 HOLX HOLOGIC INC4.0K shares-0.10%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES1.6K shares7.40%2025-09-302025-11-12 PSX PHILLIPS 661.9K shares2.70%2025-09-302025-11-12 SLF SUN LIFE FINANCIAL INC4.2K shares-1.97%2025-09-302025-11-12 AEP AMERICAN ELECTRIC POWER2.2K shares0.00%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC550 shares-2.83%2025-09-302025-11-12 MRVL MARVELL TECHNOLOGY INC3.0K sharesnew addition2025-09-302025-11-12 JPIE JPMORGAN INCOME ETF5.3K shares19.48%2025-09-302025-11-12 TRV TRAVELERS COS INC/THE869 shares-0.11%2025-09-302025-11-12 XNTK SPDR NYSE TECHNOLOGY ETF875 shares-12.94%2025-09-302025-11-12 ABBNY Abb ADR Representing One3.3K sharesnew addition2025-09-302025-11-12 AWK AMERICAN WATER WORKS CO INC1.7K shares0.00%2025-09-302025-11-12 APO APOLLO GLOBAL MANAGEMENT INC1.7K sharesnew addition2025-09-302025-11-12 DHI DR HORTON INC1.4K sharesnew addition2025-09-302025-11-12 GEHC GE HEALTHCARE TECHNOLOGY3.0K sharesnew addition2025-09-302025-11-12 LRCX LAM RESEARCH CORP1.7K sharesnew addition2025-09-302025-11-12 TSLA TESLA INC495 sharesnew addition2025-09-302025-11-12 RCL ROYAL CARIBBEAN CRUISES LTD680 shares0.00%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC-A1.2K sharesnew addition2025-09-302025-11-12 CASY CASEY'S GENERAL STORES INC385 sharesnew addition2025-09-302025-11-12 SCHE SCHWAB EMRG MRKTS EQTY ETF6.4K sharesnew addition2025-09-302025-11-12 EFV ISHARES MSCI EAFE VALUE ETF3.0K sharesnew addition2025-09-302025-11-12 IBTJ ISHARES IBONDS DEC 2029 TERM9.4K shares0.00%2025-09-302025-11-12 UL UNILEVER PLC-SPONSORED ADR3.5K sharesnew addition2025-09-302025-11-12 LEN.B LENNAR CORP - B SHS1.7K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available