The Analysis of Waverly Advisors, LLC's Holdings

Currently, Waverly Advisors, LLC holds 1277 types of securities in its portfolio with a total value $10.0B. In the most recent quarter, they have increased their positions in IVV (+36.1K shares, valued at $24.1M), SPIB (+581.2K shares, valued at $19.7M), AAPL (+70.4K shares, valued at $17.9M); decreased their positions in IUSB (-207.6K shares, valued at $9.7M), AGG (-87.3K shares, valued at $8.8M), SPSB (-262.1K shares, valued at $7.9M); initiated new positions in CGNG (+555.8K shares, valued at $17.2M), CAIE (+347.3K shares, valued at $9.5M), BDYN (+330.8K shares, valued at $8.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR1.1M shares3.26%2025-09-302025-11-14

VUG VANGUARD INDEX FDS733.2K shares2.33%2025-09-302025-11-14

AAPL APPLE INC971.0K shares7.82%2025-09-302025-11-14

VIG VANGUARD SPECIALIZED FUNDS932.4K shares1.63%2025-09-302025-11-14

MSFT MICROSOFT CORP340.0K shares4.19%2025-09-302025-11-14

NVDA NVIDIA CORPORATION941.8K shares4.30%2025-09-302025-11-14

PRF INVESCO EXCHANGE TRADED FD T3.8M shares-0.63%2025-09-302025-11-14

SGOV ISHARES TR1.6M shares0.46%2025-09-302025-11-14

Sponsored

SPIB SPDR SERIES TRUST4.6M shares14.48%2025-09-302025-11-14

AVUV AMERICAN CENTY ETF TR1.2M shares5.12%2025-09-302025-11-14

IWB ISHARES TR328.1K shares-1.02%2025-09-302025-11-14

AVLV AMERICAN CENTY ETF TR1.4M shares6.95%2025-09-302025-11-14

VOE VANGUARD INDEX FDS570.9K shares-2.93%2025-09-302025-11-14

JPIE J P MORGAN EXCHANGE TRADED F2.1M shares19.85%2025-09-302025-11-14

SPY SPDR S&P 500 ETF TR146.7K shares-1.99%2025-09-302025-11-14

HEFA ISHARES TR2.4M shares9.76%2025-09-302025-11-14

Sponsored

RSP INVESCO EXCHANGE TRADED FD T495.0K shares-7.09%2025-09-302025-11-14

BRK.B BERKSHIRE HATHAWAY INC DEL184.8K shares-2.24%2025-09-302025-11-14

VONE VANGUARD SCOTTSDALE FDS299.7K shares0.63%2025-09-302025-11-14

VTI VANGUARD INDEX FDS261.2K shares-4.50%2025-09-302025-11-14

SPYG SPDR SERIES TRUST814.2K shares3.48%2025-09-302025-11-14

VEA VANGUARD TAX-MANAGED FDS1.3M shares-0.59%2025-09-302025-11-14

SCHG SCHWAB STRATEGIC TR2.4M shares0.62%2025-09-302025-11-14

GOOGL ALPHABET INC312.3K shares1.47%2025-09-302025-11-14

Sponsored

VOT VANGUARD INDEX FDS253.6K shares-1.50%2025-09-302025-11-14

SCHB SCHWAB STRATEGIC TR2.9M shares4.29%2025-09-302025-11-14

IWF ISHARES TR153.8K shares-1.09%2025-09-302025-11-14

JPM JPMORGAN CHASE & CO.227.9K shares2.69%2025-09-302025-11-14

AMZN AMAZON COM INC320.6K shares3.93%2025-09-302025-11-14

AVGO BROADCOM INC211.2K shares-1.73%2025-09-302025-11-14

ORCL ORACLE CORP238.7K shares-2.23%2025-09-302025-11-14

QQQ INVESCO QQQ TR100.0K shares-2.08%2025-09-302025-11-14

Sponsored

IJH ISHARES TR901.4K shares0.72%2025-09-302025-11-14

IWV ISHARES TR153.4K shares-1.51%2025-09-302025-11-14

GOOG ALPHABET INC236.2K shares1.30%2025-09-302025-11-14

PG PROCTER AND GAMBLE CO371.5K shares4.66%2025-09-302025-11-14

IVW ISHARES TR462.2K shares2.38%2025-09-302025-11-14

VEU VANGUARD INTL EQUITY INDEX F779.2K shares2.24%2025-09-302025-11-14

IEI ISHARES TR459.4K shares-0.51%2025-09-302025-11-14

PRFZ INVESCO EXCHANGE TRADED FD T1.2M shares-2.83%2025-09-302025-11-14

Sponsored

SCHM SCHWAB STRATEGIC TR1.7M shares-1.74%2025-09-302025-11-14

TSM TAIWAN SEMICONDUCTOR MFG LTD176.3K shares-3.21%2025-09-302025-11-14

VYM VANGUARD WHITEHALL FDS346.6K shares2.21%2025-09-302025-11-14

VTV VANGUARD INDEX FDS249.0K shares-1.80%2025-09-302025-11-14

SCHD SCHWAB STRATEGIC TR1.7M shares5.40%2025-09-302025-11-14

SPYM SPDR SERIES TRUST577.2K shares1.48%2025-09-302025-11-14

IWM ISHARES TR186.1K shares2.54%2025-09-302025-11-14

HD HOME DEPOT INC110.5K shares43.05%2025-09-302025-11-14

Sponsored

VOO VANGUARD INDEX FDS72.9K shares1.16%2025-09-302025-11-14

AVUS AMERICAN CENTY ETF TR405.2K shares-0.30%2025-09-302025-11-14

SPAB SPDR SERIES TRUST1.7M shares2.98%2025-09-302025-11-14

IGV ISHARES TR358.8K shares34.52%2025-09-302025-11-14

IWD ISHARES TR197.9K shares0.49%2025-09-302025-11-14

VCIT VANGUARD SCOTTSDALE FDS471.2K shares3.30%2025-09-302025-11-14

LLY ELI LILLY & CO51.1K shares16.17%2025-09-302025-11-14

V VISA INC113.2K shares0.08%2025-09-302025-11-14

Sponsored

ABBV ABBVIE INC158.9K shares-0.59%2025-09-302025-11-14

DGRO ISHARES TR525.7K shares2.61%2025-09-302025-11-14

EFV ISHARES TR518.9K shares3.48%2025-09-302025-11-14

VWO VANGUARD INTL EQUITY INDEX F615.3K shares-0.33%2025-09-302025-11-14

KO COCA COLA CO493.1K shares4.03%2025-09-302025-11-14

WMT WALMART INC316.6K shares3.99%2025-09-302025-11-14

MCD MCDONALDS CORP107.0K shares7.40%2025-09-302025-11-14

JNJ JOHNSON & JOHNSON172.3K shares8.37%2025-09-302025-11-14

Sponsored

SCHF SCHWAB STRATEGIC TR1.4M shares3.17%2025-09-302025-11-14

ECL ECOLAB INC115.0K shares0.07%2025-09-302025-11-14

SPYV SPDR SERIES TRUST567.9K shares7.20%2025-09-302025-11-14

JPST J P MORGAN EXCHANGE TRADED F612.3K shares23.89%2025-09-302025-11-14

XOM EXXON MOBIL CORP274.1K shares14.14%2025-09-302025-11-14

IWY ISHARES TR112.5K shares0.73%2025-09-302025-11-14

VTEB VANGUARD MUN BD FDS594.8K shares-4.71%2025-09-302025-11-14

AVDE AMERICAN CENTY ETF TR372.5K shares62.08%2025-09-302025-11-14

Sponsored

IVE ISHARES TR139.2K shares8.27%2025-09-302025-11-14

MINT PIMCO ETF TR283.7K shares4.58%2025-09-302025-11-14

AXP AMERICAN EXPRESS CO85.6K shares1.62%2025-09-302025-11-14

VCSH VANGUARD SCOTTSDALE FDS341.0K shares3.02%2025-09-302025-11-14

VTWO VANGUARD SCOTTSDALE FDS268.8K shares1.90%2025-09-302025-11-14

SPTM SPDR SERIES TRUST318.7K shares-8.80%2025-09-302025-11-14

ACN ACCENTURE PLC IRELAND99.5K shares2.16%2025-09-302025-11-14

BLK BLACKROCK INC20.4K shares0.27%2025-09-302025-11-14

Sponsored

XLK SELECT SECTOR SPDR TR83.8K shares32.79%2025-09-302025-11-14

IWP ISHARES TR165.1K shares6.01%2025-09-302025-11-14

BND VANGUARD BD INDEX FDS310.4K shares3.24%2025-09-302025-11-14

IEFA ISHARES TR263.8K shares5.46%2025-09-302025-11-14

GLD SPDR GOLD TR64.4K shares1.60%2025-09-302025-11-14

SO SOUTHERN CO240.4K shares6.26%2025-09-302025-11-14

EFA ISHARES TR238.7K shares1.42%2025-09-302025-11-14

ET ENERGY TRANSFER L P1.3M shares-1.89%2025-09-302025-11-14

Sponsored

TSLA TESLA INC49.1K shares1.53%2025-09-302025-11-14

VXUS VANGUARD STAR FDS293.9K shares5.50%2025-09-302025-11-14

WM WASTE MGMT INC DEL96.8K shares1.53%2025-09-302025-11-14

SPSB SPDR SERIES TRUST705.3K shares-27.09%2025-09-302025-11-14

BOND PIMCO ETF TR228.1K shares-2.51%2025-09-302025-11-14

BRK.A BERKSHIRE HATHAWAY INC DEL28 shares0.00%2025-09-302025-11-14

VUSB VANGUARD BD INDEX FDS418.9K shares-1.79%2025-09-302025-11-14

HDV ISHARES TR169.6K shares-3.36%2025-09-302025-11-14

Sponsored

META META PLATFORMS INC27.9K shares6.13%2025-09-302025-11-14

QUAL ISHARES TR105.0K shares-1.92%2025-09-302025-11-14

SPMD SPDR SERIES TRUST356.6K shares0.59%2025-09-302025-11-14

AGG ISHARES TR200.8K shares-30.31%2025-09-302025-11-14

JEPI J P MORGAN EXCHANGE TRADED F349.5K shares-7.74%2025-09-302025-11-14

USTB VICTORY PORTFOLIOS II388.9K shares8.98%2025-09-302025-11-14

FBND FIDELITY MERRIMACK STR TR422.3K shares288.74%2025-09-302025-11-14

LNG CHENIERE ENERGY INC80.5K shares8.85%2025-09-302025-11-14

Sponsored

HON HONEYWELL INTL INC89.1K shares5.01%2025-09-302025-11-14

SPDW SPDR INDEX SHS FDS435.8K shares1.72%2025-09-302025-11-14

EFG ISHARES TR162.0K shares2.55%2025-09-302025-11-14

IEMG ISHARES INC279.0K shares25.36%2025-09-302025-11-14

IWX ISHARES TR207.7K shares2.26%2025-09-302025-11-14

AZN ASTRAZENECA PLC236.8K shares2.85%2025-09-302025-11-14

AMD ADVANCED MICRO DEVICES INC110.7K shares0.31%2025-09-302025-11-14

SCHE SCHWAB STRATEGIC TR517.0K shares5.90%2025-09-302025-11-14

Sponsored

SCHV SCHWAB STRATEGIC TR590.0K shares1.45%2025-09-302025-11-14

CGNG CAPITAL GROUP NEW GEOGRAPHY555.8K sharesnew addition2025-09-302025-11-14

PEP PEPSICO INC122.0K shares32.06%2025-09-302025-11-14

IWR ISHARES TR177.0K shares2.56%2025-09-302025-11-14

EPD ENTERPRISE PRODS PARTNERS L546.0K shares1.54%2025-09-302025-11-14

SCHO SCHWAB STRATEGIC TR686.4K shares22.41%2025-09-302025-11-14

BAC BANK AMERICA CORP320.5K shares0.33%2025-09-302025-11-14

UNP UNION PAC CORP69.8K shares-0.50%2025-09-302025-11-14

Sponsored

AOR ISHARES TR254.9K shares0.20%2025-09-302025-11-14

GDX VANECK ETF TRUST213.5K shares0.76%2025-09-302025-11-14

COST COSTCO WHSL CORP NEW17.6K shares2.95%2025-09-302025-11-14

VO VANGUARD INDEX FDS54.5K shares-0.74%2025-09-302025-11-14

CSCO CISCO SYS INC232.6K shares1.79%2025-09-302025-11-14

CRM SALESFORCE INC66.6K shares9.40%2025-09-302025-11-14

CVX CHEVRON CORP NEW100.5K shares2.10%2025-09-302025-11-14

SYK STRYKER CORPORATION42.0K shares1.26%2025-09-302025-11-14

Sponsored

MGV VANGUARD WORLD FD112.4K shares1.15%2025-09-302025-11-14

NORTHERN LTS FD TR II NORTHERN LTS FD TR II571.1K shares-16.83%2025-09-302025-11-14

EA ELECTRONIC ARTS INC75.7K shares-3.44%2025-09-302025-11-14

JEPQ J P MORGAN EXCHANGE TRADED F263.2K shares6.58%2025-09-302025-11-14

AMJB JPMORGAN CHASE FINL CO LLC508.4K shares-3.42%2025-09-302025-11-14

MTUM ISHARES TR58.2K shares5.72%2025-09-302025-11-14

IWS ISHARES TR105.9K shares-1.45%2025-09-302025-11-14

IBM INTERNATIONAL BUSINESS MACHS52.3K shares10.66%2025-09-302025-11-14

Sponsored

ITOT ISHARES TR101.2K shares-2.87%2025-09-302025-11-14

DE DEERE & CO32.2K shares0.55%2025-09-302025-11-14

VDC VANGUARD WORLD FD68.5K shares0.41%2025-09-302025-11-14

AVDV AMERICAN CENTY ETF TR164.2K shares0.19%2025-09-302025-11-14

SCHA SCHWAB STRATEGIC TR520.5K shares-5.93%2025-09-302025-11-14

OEF ISHARES TR43.6K shares-0.58%2025-09-302025-11-14

CBLS ELEVATION SERIES TRUST503.7K shares1.71%2025-09-302025-11-14

IJS ISHARES TR130.8K shares-6.49%2025-09-302025-11-14

Sponsored

UPS UNITED PARCEL SERVICE INC168.8K shares-1.95%2025-09-302025-11-14

IWN ISHARES TR78.9K shares-2.76%2025-09-302025-11-14

TFLO ISHARES TR270.3K shares-15.47%2025-09-302025-11-14

IJK ISHARES TR142.2K shares-0.90%2025-09-302025-11-14

ABT ABBOTT LABS101.2K shares3.18%2025-09-302025-11-14

CINF CINCINNATI FINL CORP85.7K shares1.16%2025-09-302025-11-14

DFSD DIMENSIONAL ETF TRUST280.0K shares-3.74%2025-09-302025-11-14

AVEM AMERICAN CENTY ETF TR178.7K shares0.23%2025-09-302025-11-14

Sponsored

MUB ISHARES TR124.7K shares-0.53%2025-09-302025-11-14

TMUS T-MOBILE US INC55.2K shares2.77%2025-09-302025-11-14

FPE FIRST TR EXCH TRADED FD III723.6K shares5.63%2025-09-302025-11-14

WFC WELLS FARGO CO NEW155.1K shares2.59%2025-09-302025-11-14

SCHX SCHWAB STRATEGIC TR493.2K shares0.12%2025-09-302025-11-14

ACM AECOM99.3K shares-8.14%2025-09-302025-11-14

AOA ISHARES TR146.4K shares-1.08%2025-09-302025-11-14

IJR ISHARES TR108.4K shares-0.45%2025-09-302025-11-14

Sponsored

CME CME GROUP INC47.6K shares77.56%2025-09-302025-11-14

VZ VERIZON COMMUNICATIONS INC292.7K shares8.29%2025-09-302025-11-14

ACWI ISHARES TR91.6K shares-10.79%2025-09-302025-11-14

SFBS SERVISFIRST BANCSHARES INC156.9K shares-0.87%2025-09-302025-11-14

NEAR ISHARES U S ETF TR243.3K shares123.68%2025-09-302025-11-14

DIS DISNEY WALT CO107.7K shares7.60%2025-09-302025-11-14

MPLX MPLX LP246.1K shares-2.95%2025-09-302025-11-14

TMO THERMO FISHER SCIENTIFIC INC25.3K shares0.86%2025-09-302025-11-14

Sponsored

CAT CATERPILLAR INC25.7K shares5.84%2025-09-302025-11-14

PANW PALO ALTO NETWORKS INC60.2K shares16.19%2025-09-302025-11-14

DYNF BLACKROCK ETF TRUST207.1K shares32.77%2025-09-302025-11-14

IEF ISHARES TR127.0K shares7.38%2025-09-302025-11-14

IWO ISHARES TR38.2K shares0.64%2025-09-302025-11-14

EWL ISHARES INC220.3K shares6.83%2025-09-302025-11-14

ITW ILLINOIS TOOL WKS INC46.6K shares8.16%2025-09-302025-11-14

WES WESTERN MIDSTREAM PARTNERS L306.7K shares-2.95%2025-09-302025-11-14

Sponsored

AMAT APPLIED MATLS INC58.7K shares-1.02%2025-09-302025-11-14

NOBL PROSHARES TR115.9K shares-4.94%2025-09-302025-11-14

PAA PLAINS ALL AMERN PIPELINE L682.4K shares0.49%2025-09-302025-11-14

DUK DUKE ENERGY CORP NEW93.6K shares6.22%2025-09-302025-11-14

C CITIGROUP INC111.6K shares1.35%2025-09-302025-11-14

ADI ANALOG DEVICES INC46.0K shares5.49%2025-09-302025-11-14

TCAF T ROWE PRICE ETF INC299.7K shares15.19%2025-09-302025-11-14

VYMI VANGUARD WHITEHALL FDS133.0K shares63.78%2025-09-302025-11-14

Sponsored

VB VANGUARD INDEX FDS44.2K shares2.32%2025-09-302025-11-14

SBUX STARBUCKS CORP132.4K shares-1.25%2025-09-302025-11-14

MRK MERCK & CO INC132.0K shares-4.32%2025-09-302025-11-14

AWK AMERICAN WTR WKS CO INC NEW78.8K shares-1.94%2025-09-302025-11-14

MGK VANGUARD WORLD FD27.2K shares35.30%2025-09-302025-11-14

JAAA JANUS DETROIT STR TR215.1K shares127.56%2025-09-302025-11-14

NUE NUCOR CORP79.0K shares-0.17%2025-09-302025-11-14

PNR PENTAIR PLC96.1K shares1.60%2025-09-302025-11-14

Sponsored

MU MICRON TECHNOLOGY INC63.5K shares6.58%2025-09-302025-11-14

CWI SPDR INDEX SHS FDS301.9K shares9.76%2025-09-302025-11-14

ADBE ADOBE INC29.9K shares1.31%2025-09-302025-11-14

EG EVEREST GROUP LTD29.6K shares3.61%2025-09-302025-11-14

GS GOLDMAN SACHS GROUP INC12.9K shares2.57%2025-09-302025-11-14

LMT LOCKHEED MARTIN CORP20.5K shares11.64%2025-09-302025-11-14

GTLS CHART INDS INC51.2K shares26.91%2025-09-302025-11-14

PSA PUBLIC STORAGE OPER CO34.9K shares1.88%2025-09-302025-11-14

Sponsored

HELO J P MORGAN EXCHANGE TRADED F154.0K shares9.42%2025-09-302025-11-14

KMB KIMBERLY-CLARK CORP80.4K shares0.38%2025-09-302025-11-14

QVAL EA SERIES TRUST211.0K shares-1.04%2025-09-302025-11-14

IGSB ISHARES TR185.6K shares3.44%2025-09-302025-11-14

AVSU AMERICAN CENTY ETF TR133.4K shares-0.88%2025-09-302025-11-14

INTU INTUIT14.3K shares4.91%2025-09-302025-11-14

CPAY CORPAY INC33.9K shares1.80%2025-09-302025-11-14

UNH UNITEDHEALTH GROUP INC28.3K shares0.91%2025-09-302025-11-14

Sponsored

QCOM QUALCOMM INC58.0K shares41.45%2025-09-302025-11-14

BMI BADGER METER INC54.0K shares8.29%2025-09-302025-11-14

CAIE CALAMOS ETF TR347.3K sharesnew addition2025-09-302025-11-14

NFLX NETFLIX INC7.8K shares3.74%2025-09-302025-11-14

MRVL MARVELL TECHNOLOGY INC110.7K shares10.73%2025-09-302025-11-14

AMGN AMGEN INC32.0K shares-1.35%2025-09-302025-11-14

SCHW SCHWAB CHARLES CORP93.6K shares2.95%2025-09-302025-11-14

VHT VANGUARD WORLD FD33.4K shares-12.20%2025-09-302025-11-14

Sponsored

FNDA SCHWAB STRATEGIC TR278.1K shares3.38%2025-09-302025-11-14

MKC MCCORMICK & CO INC129.3K shares-7.65%2025-09-302025-11-14

VNLA JANUS DETROIT STR TR174.7K shares4.39%2025-09-302025-11-14

DPZ DOMINOS PIZZA INC19.9K shares2.15%2025-09-302025-11-14

IXUS ISHARES TR102.7K shares4.15%2025-09-302025-11-14

PATK PATRICK INDS INC81.8K shares-0.91%2025-09-302025-11-14

SPEM SPDR INDEX SHS FDS179.6K shares12.00%2025-09-302025-11-14

ORLY OREILLY AUTOMOTIVE INC77.9K shares0.29%2025-09-302025-11-14

Sponsored

BDYN BLACKROCK ETF TRUST330.8K sharesnew addition2025-09-302025-11-14

SCZ ISHARES TR108.9K shares-1.50%2025-09-302025-11-14

CL COLGATE PALMOLIVE CO104.3K shares-0.39%2025-09-302025-11-14

MA MASTERCARD INCORPORATED14.6K shares9.87%2025-09-302025-11-14

XLE SELECT SECTOR SPDR TR92.4K shares48.64%2025-09-302025-11-14

XLC SELECT SECTOR SPDR TR69.5K shares0.11%2025-09-302025-11-14

MDLZ MONDELEZ INTL INC131.7K shares-0.40%2025-09-302025-11-14

BINC BLACKROCK ETF TRUST II154.4K shares20.82%2025-09-302025-11-14

Sponsored

PEY INVESCO EXCHANGE TRADED FD T389.1K shares7.40%2025-09-302025-11-14

ROP ROPER TECHNOLOGIES INC16.3K shares2.74%2025-09-302025-11-14

XLI SELECT SECTOR SPDR TR52.0K shares9.16%2025-09-302025-11-14

PLMR PALOMAR HLDGS INC68.5K shares-0.70%2025-09-302025-11-14

SMH VANECK ETF TRUST24.3K shares1.59%2025-09-302025-11-14

VRTX VERTEX PHARMACEUTICALS INC20.2K shares0.51%2025-09-302025-11-14

EQIX EQUINIX INC10.1K shares4.47%2025-09-302025-11-14

T AT&T INC279.4K shares-18.53%2025-09-302025-11-14

Sponsored

SNPS SYNOPSYS INC15.9K shares164.83%2025-09-302025-11-14

QQQM INVESCO EXCH TRADED FD TR II31.7K shares11.25%2025-09-302025-11-14

VT VANGUARD INTL EQUITY INDEX F56.8K shares9.68%2025-09-302025-11-14

VBK VANGUARD INDEX FDS26.2K shares-0.84%2025-09-302025-11-14

NVT NVENT ELECTRIC PLC78.7K shares-0.36%2025-09-302025-11-14

UL UNILEVER PLC128.4K shares-4.26%2025-09-302025-11-14

BURL BURLINGTON STORES INC29.9K shares2.85%2025-09-302025-11-14

XLV SELECT SECTOR SPDR TR54.4K shares-4.73%2025-09-302025-11-14

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RJF RAYMOND JAMES FINL INC43.6K shares2.15%2025-09-302025-11-14

GE GE AEROSPACE25.0K shares12.99%2025-09-302025-11-14

CBSE ELEVATION SERIES TRUST181.3K shares0.02%2025-09-302025-11-14

KR KROGER CO110.4K shares3.75%2025-09-302025-11-14

PLTR PALANTIR TECHNOLOGIES INC40.7K shares-10.91%2025-09-302025-11-14

DFIV DIMENSIONAL ETF TRUST161.0K shares3.36%2025-09-302025-11-14

PGR PROGRESSIVE CORP29.9K shares-1.78%2025-09-302025-11-14

RTX RTX CORPORATION44.0K shares2.01%2025-09-302025-11-14

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BDVL BLACKROCK ETF TRUST293.8K sharesnew addition2025-09-302025-11-14

WELL WELLTOWER INC41.1K shares-18.89%2025-09-302025-11-14

INTC INTEL CORP217.7K shares9.67%2025-09-302025-11-14

AGGY WISDOMTREE TR164.7K shares14.13%2025-09-302025-11-14

MDY SPDR S&P MIDCAP 400 ETF TR12.2K shares4.45%2025-09-302025-11-14

XLU SELECT SECTOR SPDR TR82.8K shares132.03%2025-09-302025-11-14

AMT AMERICAN TOWER CORP NEW37.5K shares12.80%2025-09-302025-11-14

GD GENERAL DYNAMICS CORP20.8K shares4.33%2025-09-302025-11-14

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PCY INVESCO EXCH TRADED FD TR II328.2K shares4.96%2025-09-302025-11-14

BSX BOSTON SCIENTIFIC CORP70.7K shares7.53%2025-09-302025-11-14

STE STERIS PLC27.9K shares9.35%2025-09-302025-11-14

PHM PULTE GROUP INC52.0K shares2.76%2025-09-302025-11-14

TYL TYLER TECHNOLOGIES INC13.1K shares2.56%2025-09-302025-11-14

JSCP J P MORGAN EXCHANGE TRADED F141.7K shares0.08%2025-09-302025-11-14

TJX TJX COS INC NEW45.7K shares4.17%2025-09-302025-11-14

DGRW WISDOMTREE TR74.3K shares44.37%2025-09-302025-11-14

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DHR DANAHER CORPORATION33.1K shares0.61%2025-09-302025-11-14

DFIS DIMENSIONAL ETF TRUST204.8K shares6.24%2025-09-302025-11-14

HASI HA SUSTAINABLE INFRA CAP INC210.7K shares3.68%2025-09-302025-11-14

NEM NEWMONT CORP76.4K shares7.11%2025-09-302025-11-14

DIHP DIMENSIONAL ETF TRUST211.2K shares-31.85%2025-09-302025-11-14

DFAI DIMENSIONAL ETF TRUST176.2K shares-5.52%2025-09-302025-11-14

VMC VULCAN MATLS CO20.5K shares0.97%2025-09-302025-11-14

ISRG INTUITIVE SURGICAL INC14.1K shares13.05%2025-09-302025-11-14

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LIN LINDE PLC13.2K shares2.97%2025-09-302025-11-14

CIBR FIRST TR EXCHANGE TRADED FD82.4K shares3.14%2025-09-302025-11-14

DFLV DIMENSIONAL ETF TRUST190.3K shares0.67%2025-09-302025-11-14

EVSD MORGAN STANLEY ETF TRUST121.1K shares-11.73%2025-09-302025-11-14

XLY SELECT SECTOR SPDR TR25.6K shares3.59%2025-09-302025-11-14

SCHZ SCHWAB STRATEGIC TR261.2K shares-22.59%2025-09-302025-11-14

SONY SONY GROUP CORP212.6K shares-0.40%2025-09-302025-11-14

SPTS SPDR SERIES TRUST208.6K shares29.73%2025-09-302025-11-14

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DFEV DIMENSIONAL ETF TRUST191.2K shares3.35%2025-09-302025-11-14

PKW INVESCO EXCHANGE TRADED FD T45.7K shares1.06%2025-09-302025-11-14

GLW CORNING INC72.4K shares-4.56%2025-09-302025-11-14

NI NISOURCE INC137.0K shares-35.11%2025-09-302025-11-14

SHY ISHARES TR71.4K shares-0.32%2025-09-302025-11-14

DFAU DIMENSIONAL ETF TRUST127.4K shares-0.18%2025-09-302025-11-14

VNQ VANGUARD INDEX FDS63.3K shares-0.84%2025-09-302025-11-14

AROC ARCHROCK INC219.7K shares4.04%2025-09-302025-11-14

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CYBR CYBERARK SOFTWARE LTD12.0K shares-0.10%2025-09-302025-11-14

NOC NORTHROP GRUMMAN CORP9.4K shares4.22%2025-09-302025-11-14

VGK VANGUARD INTL EQUITY INDEX F71.5K shares-1.95%2025-09-302025-11-14

XLP SELECT SECTOR SPDR TR72.6K shares6.16%2025-09-302025-11-14

PSX PHILLIPS 6641.4K shares-13.85%2025-09-302025-11-14

COWZ PACER FDS TR97.5K shares-15.94%2025-09-302025-11-14

NEE NEXTERA ENERGY INC74.1K shares8.18%2025-09-302025-11-14

HYDB ISHARES TR116.7K shares0.34%2025-09-302025-11-14

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PM PHILIP MORRIS INTL INC33.9K shares3.75%2025-09-302025-11-14

TOTL SSGA ACTIVE ETF TR134.0K shares7.12%2025-09-302025-11-14

SUB ISHARES TR50.8K shares-0.89%2025-09-302025-11-14

IGIB ISHARES TR99.8K shares5.88%2025-09-302025-11-14

DSGX DESCARTES SYS GROUP INC57.3K shares3.35%2025-09-302025-11-14

XLF SELECT SECTOR SPDR TR99.0K shares19.34%2025-09-302025-11-14

LOW LOWES COS INC21.2K shares3.21%2025-09-302025-11-14

SPTL SPDR SERIES TRUST196.6K shares9.46%2025-09-302025-11-14

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BX BLACKSTONE INC30.8K shares-26.84%2025-09-302025-11-14

SLQD ISHARES TR103.3K shares0.21%2025-09-302025-11-14

SPSM SPDR SERIES TRUST112.2K shares3.42%2025-09-302025-11-14

HQY HEALTHEQUITY INC54.6K shares-0.31%2025-09-302025-11-14

MDT MEDTRONIC PLC54.3K shares-31.25%2025-09-302025-11-14

SCHP SCHWAB STRATEGIC TR191.3K shares-2.83%2025-09-302025-11-14

IJJ ISHARES TR39.7K shares-0.26%2025-09-302025-11-14

USFR WISDOMTREE TR100.8K shares-14.35%2025-09-302025-11-14

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ETN EATON CORP PLC13.5K shares6.65%2025-09-302025-11-14

INFY INFOSYS LTD310.9K shares7.10%2025-09-302025-11-14

IWL ISHARES TR29.5K shares8.69%2025-09-302025-11-14

BA BOEING CO22.7K shares9.78%2025-09-302025-11-14

PFF ISHARES TR154.6K shares1.46%2025-09-302025-11-14

APD AIR PRODS & CHEMS INC17.8K shares-3.02%2025-09-302025-11-14

ATI ATI INC59.1K shares-19.99%2025-09-302025-11-14

BJ BJS WHSL CLUB HLDGS INC51.5K shares22.91%2025-09-302025-11-14

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ASML ASML HOLDING N V5.0K shares91.05%2025-09-302025-11-14

CDNS CADENCE DESIGN SYSTEM INC13.6K shares5.00%2025-09-302025-11-14

VCRM VANGUARD MUN BD FDS63.3K shares0.00%2025-09-302025-11-14

BABA ALIBABA GROUP HLDG LTD26.1K shares2.66%2025-09-302025-11-14

SRLN SSGA ACTIVE ETF TR111.7K shares0.00%2025-09-302025-11-14

GEV GE VERNOVA INC7.4K shares15.67%2025-09-302025-11-14

PAGP PLAINS GP HLDGS L P247.9K shares0.47%2025-09-302025-11-14

DFUS DIMENSIONAL ETF TRUST62.0K shares0.04%2025-09-302025-11-14

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KMI KINDER MORGAN INC DEL157.6K shares15.30%2025-09-302025-11-14

DTE DTE ENERGY CO31.4K shares0.23%2025-09-302025-11-14

EES WISDOMTREE TR79.3K shares-0.63%2025-09-302025-11-14

LHX L3HARRIS TECHNOLOGIES INC14.4K shares-3.24%2025-09-302025-11-14

VLTO VERALTO CORP41.1K shares9.70%2025-09-302025-11-14

EIDO ISHARES TR249.0K shares190.47%2025-09-302025-11-14

ADP AUTOMATIC DATA PROCESSING IN14.9K shares7.83%2025-09-302025-11-14

SPHD INVESCO EXCH TRADED FD TR II88.0K shares-5.24%2025-09-302025-11-14

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INDA ISHARES TR83.3K shares6.54%2025-09-302025-11-14

PNC PNC FINL SVCS GROUP INC21.3K shares11.10%2025-09-302025-11-14

FBK FB FINL CORP76.1K sharesnew addition2025-09-302025-11-14

MMM 3M CO27.2K shares-2.59%2025-09-302025-11-14

DKNG DRAFTKINGS INC NEW112.3K shares11.64%2025-09-302025-11-14

ARCC ARES CAPITAL CORP204.1K shares2.06%2025-09-302025-11-14

COP CONOCOPHILLIPS43.5K shares8.70%2025-09-302025-11-14

PXF INVESCO EXCH TRADED FD TR II67.2K shares-1.82%2025-09-302025-11-14

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MPC MARATHON PETE CORP21.2K shares0.73%2025-09-302025-11-14

VGT VANGUARD WORLD FD5.5K shares-0.44%2025-09-302025-11-14

SLYV SPDR SERIES TRUST46.0K shares-6.84%2025-09-302025-11-14

RGEN REPLIGEN CORP30.4K shares49.70%2025-09-302025-11-14

MET METLIFE INC49.3K shares7.78%2025-09-302025-11-14

GPN GLOBAL PMTS INC48.9K shares-0.50%2025-09-302025-11-14

IXN ISHARES TR39.2K shares-0.34%2025-09-302025-11-14

SPMB SPDR SERIES TRUST179.5K shares9.41%2025-09-302025-11-14

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TFC TRUIST FINL CORP87.2K shares0.75%2025-09-302025-11-14

SONO SONOS INC252.0K shares21.90%2025-09-302025-11-14

PFE PFIZER INC154.9K shares11.79%2025-09-302025-11-14

NKE NIKE INC56.0K shares-5.70%2025-09-302025-11-14

ICSH ISHARES TR76.9K shares-1.66%2025-09-302025-11-14

BIP BROOKFIELD INFRAST PARTNERS118.6K shares-0.17%2025-09-302025-11-14

MO ALTRIA GROUP INC58.0K shares6.97%2025-09-302025-11-14

GLP GLOBAL PARTNERS LP79.8K shares0.04%2025-09-302025-11-14

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ADM ARCHER DANIELS MIDLAND CO64.0K shares4.84%2025-09-302025-11-14

BP BP PLC110.2K shares359.96%2025-09-302025-11-14

SDY SPDR SERIES TRUST27.1K shares-3.65%2025-09-302025-11-14

MGMT UNIFIED SER TR86.0K shares1.01%2025-09-302025-11-14

SUN SUNOCO LP/SUNOCO FIN CORP75.7K shares-2.63%2025-09-302025-11-14

EXAS EXACT SCIENCES CORP68.9K shares1.74%2025-09-302025-11-14

K KELLANOVA45.6K shares-5.29%2025-09-302025-11-14

AOM ISHARES TR78.5K shares1.53%2025-09-302025-11-14

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SPYI NEOS ETF TRUST71.1K shares2.23%2025-09-302025-11-14

ITA ISHARES TR17.8K shares1.37%2025-09-302025-11-14

UCB UNITED CMNTY BKS BLAIRSVLE G117.4K shares-0.80%2025-09-302025-11-14

TNGY TORTOISE CAPITAL SERIES TRUS405.6K shares-3.42%2025-09-302025-11-14

USRT ISHARES TR62.3K shares5.50%2025-09-302025-11-14

CLX CLOROX CO DEL29.7K shares-12.66%2025-09-302025-11-14

EEM ISHARES TR68.0K shares4.81%2025-09-302025-11-14

IUSB ISHARES TR77.2K shares-72.88%2025-09-302025-11-14

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TIP ISHARES TR32.2K shares-0.40%2025-09-302025-11-14

VFH VANGUARD WORLD FD27.2K shares4.05%2025-09-302025-11-14

ARIS ARIS WATER SOLUTIONS INC144.0K shares-5.38%2025-09-302025-11-14

BKH BLACK HILLS CORP57.1K shares6.37%2025-09-302025-11-14

IRM IRON MTN INC DEL34.0K shares11.57%2025-09-302025-11-14

DEO DIAGEO PLC36.2K shares-8.16%2025-09-302025-11-14

DEM WISDOMTREE TR75.1K shares-1.81%2025-09-302025-11-14

LQD ISHARES TR30.9K shares16.85%2025-09-302025-11-14

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SPYD SPDR SERIES TRUST78.3K shares-9.23%2025-09-302025-11-14

AIQ GLOBAL X FDS69.1K sharesnew addition2025-09-302025-11-14

IYR ISHARES TR34.9K shares30.24%2025-09-302025-11-14

HYG ISHARES TR41.5K shares-3.63%2025-09-302025-11-14

XLRE SELECT SECTOR SPDR TR78.8K shares296.56%2025-09-302025-11-14

FUTY FIDELITY COVINGTON TRUST57.7K shares-6.86%2025-09-302025-11-14

CWB SPDR SERIES TRUST36.0K shares5.44%2025-09-302025-11-14

SPTI SPDR SERIES TRUST112.4K shares38.25%2025-09-302025-11-14

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VIGI VANGUARD WHITEHALL FDS36.2K shares-2.26%2025-09-302025-11-14

CI THE CIGNA GROUP11.2K shares-0.57%2025-09-302025-11-14

AM ANTERO MIDSTREAM CORP165.6K shares3.17%2025-09-302025-11-14

DXCM DEXCOM INC47.8K shares1468.97%2025-09-302025-11-14

PKG PACKAGING CORP AMER14.7K shares7.90%2025-09-302025-11-14

DES WISDOMTREE TR94.9K shares-1.85%2025-09-302025-11-14

EMR EMERSON ELEC CO24.1K shares0.08%2025-09-302025-11-14

ALL ALLSTATE CORP14.5K shares2.61%2025-09-302025-11-14

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BSCQ INVESCO EXCH TRD SLF IDX FD159.3K shares11.53%2025-09-302025-11-14

VXF VANGUARD INDEX FDS14.8K shares-13.58%2025-09-302025-11-14

KKR KKR & CO INC23.9K shares-3.98%2025-09-302025-11-14

HOOD ROBINHOOD MKTS INC21.6K shares-31.75%2025-09-302025-11-14

BIV VANGUARD BD INDEX FDS39.4K shares2.32%2025-09-302025-11-14

SCHY SCHWAB STRATEGIC TR109.7K shares8.30%2025-09-302025-11-14

GBTC GRAYSCALE BITCOIN TRUST ETF33.8K shares0.95%2025-09-302025-11-14

IYW ISHARES TR15.5K shares-3.60%2025-09-302025-11-14

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CMCSA COMCAST CORP NEW96.2K shares-7.90%2025-09-302025-11-14

NLY ANNALY CAPITAL MANAGEMENT IN149.3K shares10.64%2025-09-302025-11-14

EWZ ISHARES INC97.1K sharesnew addition2025-09-302025-11-14

GRMN GARMIN LTD12.1K shares5.94%2025-09-302025-11-14

AEP AMERICAN ELEC PWR CO INC26.4K shares21.30%2025-09-302025-11-14

BSCR INVESCO EXCH TRD SLF IDX FD149.4K shares10.57%2025-09-302025-11-14

CB CHUBB LIMITED10.4K shares21.75%2025-09-302025-11-14

FXH FIRST TR EXCHANGE TRADED FD26.7K shares-5.34%2025-09-302025-11-14

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AVSD AMERICAN CENTY ETF TR40.6K shares-26.35%2025-09-302025-11-14

SPLV INVESCO EXCH TRADED FD TR II39.5K shares-5.10%2025-09-302025-11-14

CSX CSX CORP81.6K shares0.11%2025-09-302025-11-14

FNDE SCHWAB STRATEGIC TR79.8K shares-4.09%2025-09-302025-11-14

GPC GENUINE PARTS CO20.8K shares0.41%2025-09-302025-11-14

USMV ISHARES TR30.2K shares-1.01%2025-09-302025-11-14

NSC NORFOLK SOUTHN CORP9.6K shares1.14%2025-09-302025-11-14

USB US BANCORP DEL59.0K shares4.73%2025-09-302025-11-14

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FIW FIRST TR EXCHANGE-TRADED FD25.3K shares-1.08%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC29.0K shares6.79%2025-09-302025-11-14

FVD FIRST TR EXCHANGE-TRADED FD61.3K shares-4.14%2025-09-302025-11-14

MOAT VANECK ETF TRUST28.6K shares-2.00%2025-09-302025-11-14

TGT TARGET CORP31.3K shares4.38%2025-09-302025-11-14

FMB FIRST TR EXCH TRADED FD III54.9K shares0.00%2025-09-302025-11-14

XMHQ INVESCO EXCHANGE TRADED FD T26.5K shares2.35%2025-09-302025-11-14

TXN TEXAS INSTRS INC15.1K shares9.54%2025-09-302025-11-14

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MUNI PIMCO ETF TR52.8K shares18.33%2025-09-302025-11-14

FLOT ISHARES TR53.9K shares-1.54%2025-09-302025-11-14

WMB WILLIAMS COS INC43.4K shares5.02%2025-09-302025-11-14

DVY ISHARES TR19.2K shares-0.72%2025-09-302025-11-14

MCK MCKESSON CORP3.5K shares-3.02%2025-09-302025-11-14

IBIT ISHARES BITCOIN TRUST ETF41.5K shares21.24%2025-09-302025-11-14

CEG CONSTELLATION ENERGY CORP8.2K shares7.31%2025-09-302025-11-14

SMIG ETF SER SOLUTIONS90.9K shares-8.22%2025-09-302025-11-14

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DIA SPDR DOW JONES INDL AVERAGE5.8K shares0.61%2025-09-302025-11-14

CTRA COTERRA ENERGY INC113.1K shares1.26%2025-09-302025-11-14

VBR VANGUARD INDEX FDS12.8K shares-4.05%2025-09-302025-11-14

BBSI BARRETT BUSINESS SVCS INC60.1K shares0.05%2025-09-302025-11-14

FSTA FIDELITY COVINGTON TRUST53.5K shares-7.88%2025-09-302025-11-14

GCOW PACER FDS TR66.7K shares21.24%2025-09-302025-11-14

VTHR VANGUARD SCOTTSDALE FDS8.9K shares0.00%2025-09-302025-11-14

DFNM DIMENSIONAL ETF TRUST54.6K shares-32.37%2025-09-302025-11-14

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JMBS JANUS DETROIT STR TR57.2K shares15.95%2025-09-302025-11-14

BKNG BOOKING HOLDINGS INC483 shares2.55%2025-09-302025-11-14

XAR SPDR SERIES TRUST11.1K shares-2.27%2025-09-302025-11-14

CMI CUMMINS INC6.1K shares6.26%2025-09-302025-11-14

IDV ISHARES TR70.7K shares-0.98%2025-09-302025-11-14

FCNCA FIRST CTZNS BANCSHARES INC D1.4K shares0.56%2025-09-302025-11-14

TT TRANE TECHNOLOGIES PLC6.1K shares-3.84%2025-09-302025-11-14

GILD GILEAD SCIENCES INC22.9K shares-37.06%2025-09-302025-11-14

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TLT ISHARES TR28.4K shares-62.67%2025-09-302025-11-14

SDVY FIRST TR EXCHANGE-TRADED FD66.8K shares9.62%2025-09-302025-11-14

CEFZ ELEVATION SERIES TRUST308.2K sharesnew addition2025-09-302025-11-14

PFM INVESCO EXCHANGE TRADED FD T49.1K shares1.96%2025-09-302025-11-14

LYTS LSI INDS INC OHIO105.1K shares2.40%2025-09-302025-11-14

CTAS CINTAS CORP12.0K shares1.53%2025-09-302025-11-14

SMMU PIMCO ETF TR48.3K shares-3.40%2025-09-302025-11-14

JPIB J P MORGAN EXCHANGE TRADED F49.8K shares-11.08%2025-09-302025-11-14

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IBB ISHARES TR16.8K shares2.64%2025-09-302025-11-14

IYJ ISHARES TR16.6K shares-3.11%2025-09-302025-11-14

PULS PGIM ETF TR48.3K shares-4.17%2025-09-302025-11-14

BDVG LITMAN GREGORY FDS TR185.9K shares5.43%2025-09-302025-11-14

TRGP TARGA RES CORP14.0K shares-37.99%2025-09-302025-11-14

ANET ARISTA NETWORKS INC16.1K shares-7.57%2025-09-302025-11-14

SNV SYNOVUS FINL CORP47.5K shares4.29%2025-09-302025-11-14

ONEW ONEWATER MARINE INC146.0K shares-2.58%2025-09-302025-11-14

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IVOO VANGUARD ADMIRAL FDS INC20.9K shares0.00%2025-09-302025-11-14

DG DOLLAR GEN CORP NEW22.4K shares12.55%2025-09-302025-11-14

MAR MARRIOTT INTL INC NEW8.8K shares15.09%2025-09-302025-11-14

QSR RESTAURANT BRANDS INTL INC35.6K shares17.61%2025-09-302025-11-14

JMUB J P MORGAN EXCHANGE TRADED F45.1K shares16.72%2025-09-302025-11-14

BK BANK NEW YORK MELLON CORP20.8K shares3.44%2025-09-302025-11-14

MBB ISHARES TR23.8K shares18.82%2025-09-302025-11-14

SPGI S&P GLOBAL INC4.6K shares0.26%2025-09-302025-11-14

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PDP INVESCO EXCHANGE TRADED FD T18.9K shares-0.13%2025-09-302025-11-14

VPU VANGUARD WORLD FD11.8K shares-1.02%2025-09-302025-11-14

WTRG ESSENTIAL UTILS INC55.5K shares4.05%2025-09-302025-11-14

VV VANGUARD INDEX FDS7.1K shares-6.95%2025-09-302025-11-14

RY ROYAL BK CDA14.9K shares0.03%2025-09-302025-11-14

IEUR ISHARES TR32.2K shares26.07%2025-09-302025-11-14

NEA NUVEEN AMT FREE QLTY MUN INC191.5K shares2.08%2025-09-302025-11-14

O REALTY INCOME CORP35.7K shares5.10%2025-09-302025-11-14

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MLN VANECK ETF TRUST123.8K shares39.99%2025-09-302025-11-14

VGLT VANGUARD SCOTTSDALE FDS37.8K shares-6.97%2025-09-302025-11-14

IDU ISHARES TR19.2K shares0.96%2025-09-302025-11-14

ELV ELEVANCE HEALTH INC FORMERLY6.6K shares11.04%2025-09-302025-11-14

Call Option Holdings

GOOGL Call CallALPHABET INC1.4K sharesnew addition2025-09-302025-11-14

Put Option Holdings

AAPL Put PutAPPLE INC10.0K sharesnew addition2025-09-302025-11-14

PLTR Put PutPALANTIR TECHNOLOGIES INC10.7K shares0.00%2025-09-302025-11-14