The Analysis of WBH ADVISORY INC's Holdings
Currently, WBH ADVISORY INC holds 343 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in BDYN (+1.0M shares, valued at $26.3M), BDVL (+781.0K shares, valued at $19.5M), VTI (+12.2K shares, valued at $4.0M); decreased their positions in QUAL (-35.2K shares, valued at $6.9M), DGRO (-43.2K shares, valued at $2.9M), XLC (-19.6K shares, valued at $2.3M); initiated new positions in BDYN (+1.0M shares, valued at $26.3M), BDVL (+781.0K shares, valued at $19.5M), SPMO (+5.9K shares, valued at $719.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS211.0K shares6.13%2025-09-302025-10-30
VGT VANGUARD WORLD FD88.7K shares-1.55%2025-09-302025-10-30 SCHB SCHWAB STRATEGIC TR2.0M shares-0.34%2025-09-302025-10-30 SPYM SPDR SERIES TRUST637.6K shares7.54%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR135.9K shares5.28%2025-09-302025-10-30 VXUS VANGUARD STAR FDS473.9K shares0.90%2025-09-302025-10-30 FBND FIDELITY MERRIMACK STR TR613.8K shares6.52%2025-09-302025-10-30 BDYN BLACKROCK ETF TRUST1.0M sharesnew addition2025-09-302025-10-30 SCHG SCHWAB STRATEGIC TR804.7K shares10.20%2025-09-302025-10-30 BND VANGUARD BD INDEX FDS338.7K shares-1.14%2025-09-302025-10-30 VB VANGUARD INDEX FDS92.7K shares-2.09%2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR837.2K shares-2.64%2025-09-302025-10-30 IVV ISHARES TR32.9K shares1.14%2025-09-302025-10-30 MSFT MICROSOFT CORP41.4K shares-1.95%2025-09-302025-10-30 VGIT VANGUARD SCOTTSDALE FDS354.6K shares5.37%2025-09-302025-10-30 VCSH VANGUARD SCOTTSDALE FDS255.0K shares9.14%2025-09-302025-10-30 XLY SELECT SECTOR SPDR TR83.6K shares8.98%2025-09-302025-10-30 XLF SELECT SECTOR SPDR TR365.0K shares14.56%2025-09-302025-10-30 BDVL BLACKROCK ETF TRUST781.0K sharesnew addition2025-09-302025-10-30 VGSH VANGUARD SCOTTSDALE FDS315.1K shares-4.60%2025-09-302025-10-30 XLC SELECT SECTOR SPDR TR155.0K shares-11.22%2025-09-302025-10-30 AAPL APPLE INC71.9K shares-0.34%2025-09-302025-10-30 IEFA ISHARES TR194.9K shares-10.41%2025-09-302025-10-30 VHT VANGUARD WORLD FD62.6K shares-3.86%2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR677.1K shares3.68%2025-09-302025-10-30 ITOT ISHARES TR106.5K shares-0.41%2025-09-302025-10-30 VFH VANGUARD WORLD FD110.4K shares-3.19%2025-09-302025-10-30 XLI SELECT SECTOR SPDR TR93.7K shares9.86%2025-09-302025-10-30 SPSM SPDR SERIES TRUST309.1K shares0.94%2025-09-302025-10-30 SPMD SPDR SERIES TRUST210.5K shares1.36%2025-09-302025-10-30 VT VANGUARD INTL EQUITY INDEX F86.5K shares-0.81%2025-09-302025-10-30 NEAR ISHARES U S ETF TR224.1K shares22.98%2025-09-302025-10-30 CGCP CAPITAL GRP FIXED INCM ETF T480.6K shares12.00%2025-09-302025-10-30 XLV SELECT SECTOR SPDR TR75.0K shares-2.41%2025-09-302025-10-30 MBB ISHARES TR102.7K shares-10.97%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL18.4K shares-0.93%2025-09-302025-10-30 LQD ISHARES TR80.7K shares5.52%2025-09-302025-10-30 QQQM INVESCO EXCH TRADED FD TR II36.2K shares-0.35%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR13.1K shares0.73%2025-09-302025-10-30 VEU VANGUARD INTL EQUITY INDEX F112.4K shares-1.33%2025-09-302025-10-30 IEMG ISHARES INC120.9K shares5.28%2025-09-302025-10-30 SPDW SPDR INDEX SHS FDS185.0K shares4.17%2025-09-302025-10-30 JCPB J P MORGAN EXCHANGE TRADED F163.5K shares31.57%2025-09-302025-10-30 BSV VANGUARD BD INDEX FDS92.5K shares-5.45%2025-09-302025-10-30 JBND J P MORGAN EXCHANGE TRADED F134.8K shares49.02%2025-09-302025-10-30 XLE SELECT SECTOR SPDR TR76.6K shares14.39%2025-09-302025-10-30 QQQ INVESCO QQQ TR11.1K shares-1.27%2025-09-302025-10-30 SCHE SCHWAB STRATEGIC TR181.3K shares2.24%2025-09-302025-10-30 IEUR ISHARES TR87.3K shares17.16%2025-09-302025-10-30 GOOGL ALPHABET INC23.5K shares-2.01%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO36.7K shares-1.45%2025-09-302025-10-30 LLY ELI LILLY & CO7.3K shares-4.26%2025-09-302025-10-30 VOX VANGUARD WORLD FD29.5K shares-3.24%2025-09-302025-10-30 VTV VANGUARD INDEX FDS28.8K shares-22.31%2025-09-302025-10-30 IXUS ISHARES TR64.8K shares1.19%2025-09-302025-10-30 IYW ISHARES TR24.7K shares-0.58%2025-09-302025-10-30 VUG VANGUARD INDEX FDS9.7K shares2.23%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW5.0K shares-0.42%2025-09-302025-10-30 SPTS SPDR SERIES TRUST156.2K shares32.68%2025-09-302025-10-30 SPEM SPDR INDEX SHS FDS92.0K shares6.10%2025-09-302025-10-30 MCD MCDONALDS CORP14.0K shares-1.23%2025-09-302025-10-30 BINC BLACKROCK ETF TRUST II79.1K shares92.77%2025-09-302025-10-30 IJR ISHARES TR35.2K shares-4.56%2025-09-302025-10-30 AGG ISHARES TR41.1K shares-6.12%2025-09-302025-10-30 DGRO ISHARES TR59.8K shares-41.96%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F75.0K shares-0.14%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON21.7K shares-1.08%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.12.7K shares0.58%2025-09-302025-10-30 IVW ISHARES TR33.0K shares-0.01%2025-09-302025-10-30 SCHA SCHWAB STRATEGIC TR142.6K shares-2.03%2025-09-302025-10-30 VOOV VANGUARD ADMIRAL FDS INC19.6K shares-5.89%2025-09-302025-10-30 AMZN AMAZON COM INC16.6K shares0.39%2025-09-302025-10-30 XLP SELECT SECTOR SPDR TR45.5K shares-1.37%2025-09-302025-10-30 PEP PEPSICO INC24.6K shares1.79%2025-09-302025-10-30 VIS VANGUARD WORLD FD11.6K shares-3.37%2025-09-302025-10-30 URTH ISHARES INC18.9K shares-0.04%2025-09-302025-10-30 GOOG ALPHABET INC13.3K shares0.20%2025-09-302025-10-30 SCHD SCHWAB STRATEGIC TR115.4K shares-2.41%2025-09-302025-10-30 MTUM ISHARES TR12.1K shares687.42%2025-09-302025-10-30 SCHO SCHWAB STRATEGIC TR125.5K shares1.53%2025-09-302025-10-30 JGLO J P MORGAN EXCHANGE TRADED F44.8K shares9.17%2025-09-302025-10-30 XLU SELECT SECTOR SPDR TR33.5K shares-3.18%2025-09-302025-10-30 GLDM WORLD GOLD TR37.5K shares2.80%2025-09-302025-10-30 SCHQ SCHWAB STRATEGIC TR87.3K shares1.94%2025-09-302025-10-30 ORCL ORACLE CORP9.9K shares0.00%2025-09-302025-10-30 EFA ISHARES TR28.6K shares-0.36%2025-09-302025-10-30 QUAL ISHARES TR13.6K shares-72.16%2025-09-302025-10-30 VPU VANGUARD WORLD FD13.8K shares-0.94%2025-09-302025-10-30 META META PLATFORMS INC3.5K shares2.83%2025-09-302025-10-30 CSCO CISCO SYS INC36.7K shares-2.52%2025-09-302025-10-30 CMI CUMMINS INC5.9K shares-3.54%2025-09-302025-10-30 WMT WALMART INC24.0K shares-1.45%2025-09-302025-10-30 VCR VANGUARD WORLD FD6.2K shares-2.81%2025-09-302025-10-30 VNQ VANGUARD INDEX FDS26.3K shares-3.12%2025-09-302025-10-30 RING ISHARES INC37.0K shares8.15%2025-09-302025-10-30 XLB SELECT SECTOR SPDR TR26.6K shares-1.56%2025-09-302025-10-30 CAT CATERPILLAR INC5.0K shares0.00%2025-09-302025-10-30 VGLT VANGUARD SCOTTSDALE FDS41.7K shares110.73%2025-09-302025-10-30 VV VANGUARD INDEX FDS7.4K shares0.05%2025-09-302025-10-30 HD HOME DEPOT INC5.6K shares0.39%2025-09-302025-10-30 XLRE SELECT SECTOR SPDR TR52.3K shares-0.01%2025-09-302025-10-30 V VISA INC6.4K shares-0.39%2025-09-302025-10-30 SCHM SCHWAB STRATEGIC TR73.7K shares-1.90%2025-09-302025-10-30 VOO VANGUARD INDEX FDS3.5K shares0.34%2025-09-302025-10-30 VDE VANGUARD WORLD FD16.8K shares-5.67%2025-09-302025-10-30 YUM YUM BRANDS INC13.9K shares-0.43%2025-09-302025-10-30 JIRE J P MORGAN EXCHANGE TRADED F28.5K shares15.94%2025-09-302025-10-30 VDC VANGUARD WORLD FD9.7K shares-5.79%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS33.9K shares0.09%2025-09-302025-10-30 PLTR PALANTIR TECHNOLOGIES INC10.8K shares2.70%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS39.5K shares-20.17%2025-09-302025-10-30 DIS DISNEY WALT CO17.0K shares-3.38%2025-09-302025-10-30 TRV TRAVELERS COMPANIES INC6.9K shares-2.88%2025-09-302025-10-30 IVE ISHARES TR9.3K shares-1.20%2025-09-302025-10-30 MA MASTERCARD INCORPORATED3.3K shares-2.11%2025-09-302025-10-30 TLH ISHARES TR18.0K shares220.72%2025-09-302025-10-30 GWW GRAINGER W W INC1.9K shares0.00%2025-09-302025-10-30 GSLC GOLDMAN SACHS ETF TR13.7K shares-1.00%2025-09-302025-10-30 NVDA NVIDIA CORPORATION9.3K shares1.09%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS8.0K shares0.04%2025-09-302025-10-30 SCHZ SCHWAB STRATEGIC TR72.9K shares7.84%2025-09-302025-10-30 BAC BANK AMERICA CORP33.0K shares-0.19%2025-09-302025-10-30 JAVA J P MORGAN EXCHANGE TRADED F24.7K shares18.67%2025-09-302025-10-30 IWY ISHARES TR6.2K shares8.09%2025-09-302025-10-30 JGRO J P MORGAN EXCHANGE TRADED F18.0K shares13.46%2025-09-302025-10-30 LOW LOWES COS INC6.2K shares-0.46%2025-09-302025-10-30 PAVE GLOBAL X FDS32.0K shares0.01%2025-09-302025-10-30 DVY ISHARES TR10.5K shares-8.03%2025-09-302025-10-30 WM WASTE MGMT INC DEL6.7K shares-0.13%2025-09-302025-10-30 USIG ISHARES TR27.6K shares-0.89%2025-09-302025-10-30 SCHR SCHWAB STRATEGIC TR57.4K shares511.70%2025-09-302025-10-30 IUSB ISHARES TR30.6K shares-0.06%2025-09-302025-10-30 FEZ SPDR INDEX SHS FDS23.0K shares-50.87%2025-09-302025-10-30 ABBV ABBVIE INC6.1K shares-5.83%2025-09-302025-10-30 MKC MCCORMICK & CO INC20.9K shares-12.15%2025-09-302025-10-30 JPIE J P MORGAN EXCHANGE TRADED F30.0K shares35.94%2025-09-302025-10-30 JMEE J P MORGAN EXCHANGE TRADED F21.6K shares12.60%2025-09-302025-10-30 HON HONEYWELL INTL INC6.5K shares0.64%2025-09-302025-10-30 FLOT ISHARES TR26.2K shares11.15%2025-09-302025-10-30 CSX CSX CORP37.7K shares-1.52%2025-09-302025-10-30 SUI SUN CMNTYS INC10.3K shares-7.64%2025-09-302025-10-30 DE DEERE & CO2.9K shares-0.69%2025-09-302025-10-30 NKE NIKE INC18.6K shares-1.06%2025-09-302025-10-30 NSC NORFOLK SOUTHN CORP4.3K shares0.02%2025-09-302025-10-30 MELI MERCADOLIBRE INC539 shares0.00%2025-09-302025-10-30 ESGU ISHARES TR8.6K shares12.54%2025-09-302025-10-30 PSA PUBLIC STORAGE OPER CO4.3K shares-0.12%2025-09-302025-10-30 BLK BLACKROCK INC1.0K shares0.00%2025-09-302025-10-30 XLG INVESCO EXCHANGE TRADED FD T20.6K shares0.05%2025-09-302025-10-30 NOC NORTHROP GRUMMAN CORP1.9K shares0.00%2025-09-302025-10-30 KO COCA COLA CO17.8K shares-0.83%2025-09-302025-10-30 PH PARKER-HANNIFIN CORP1.5K shares0.00%2025-09-302025-10-30 NOW SERVICENOW INC1.3K shares-0.95%2025-09-302025-10-30 TSLA TESLA INC2.6K shares1.87%2025-09-302025-10-30 TFI SPDR SERIES TRUST24.9K shares-12.11%2025-09-302025-10-30 CVX CHEVRON CORP NEW7.3K shares-2.65%2025-09-302025-10-30 RTX RTX CORPORATION6.8K shares-16.01%2025-09-302025-10-30 PNC PNC FINL SVCS GROUP INC5.6K shares0.04%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN3.8K shares30.19%2025-09-302025-10-30 INTU INTUIT1.6K shares0.00%2025-09-302025-10-30 AXP AMERICAN EXPRESS CO3.3K shares1.28%2025-09-302025-10-30 EZU ISHARES INC17.8K shares-0.01%2025-09-302025-10-30 IEF ISHARES TR11.4K shares-38.47%2025-09-302025-10-30 AOR ISHARES TR17.0K shares0.00%2025-09-302025-10-30 XAR SPDR SERIES TRUST4.7K shares-2.47%2025-09-302025-10-30 DIA SPDR DOW JONES INDL AVERAGE2.4K shares0.08%2025-09-302025-10-30 ACWV ISHARES INC9.1K shares-2.77%2025-09-302025-10-30 CB CHUBB LIMITED3.7K shares-1.54%2025-09-302025-10-30 SHW SHERWIN WILLIAMS CO3.0K shares0.00%2025-09-302025-10-30 AJG GALLAGHER ARTHUR J & CO3.2K shares0.00%2025-09-302025-10-30 CTAS CINTAS CORP4.7K shares0.19%2025-09-302025-10-30 URI UNITED RENTALS INC1.0K shares0.00%2025-09-302025-10-30 SPGP INVESCO EXCHANGE TRADED FD T8.2K shares-0.36%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS3.3K shares-2.23%2025-09-302025-10-30 APH AMPHENOL CORP NEW7.4K shares0.00%2025-09-302025-10-30 NEE NEXTERA ENERGY INC12.0K shares-0.69%2025-09-302025-10-30 USMV ISHARES TR9.5K shares-8.32%2025-09-302025-10-30 IJH ISHARES TR13.7K shares-9.47%2025-09-302025-10-30 SCHV SCHWAB STRATEGIC TR30.5K shares0.00%2025-09-302025-10-30 MRK MERCK & CO INC10.2K shares-3.85%2025-09-302025-10-30 CEG CONSTELLATION ENERGY CORP2.6K shares9.36%2025-09-302025-10-30 AMT AMERICAN TOWER CORP NEW4.4K shares-5.63%2025-09-302025-10-30 XOM EXXON MOBIL CORP7.5K shares-0.57%2025-09-302025-10-30 IGV ISHARES TR7.2K shares-4.11%2025-09-302025-10-30 VO VANGUARD INDEX FDS2.8K shares0.04%2025-09-302025-10-30 VAW VANGUARD WORLD FD3.9K shares-9.49%2025-09-302025-10-30 SBUX STARBUCKS CORP9.5K shares-1.02%2025-09-302025-10-30 IYG ISHARES TR9.0K shares-0.18%2025-09-302025-10-30 KMB KIMBERLY-CLARK CORP6.4K shares-4.12%2025-09-302025-10-30 ABT ABBOTT LABS5.9K shares-5.25%2025-09-302025-10-30 GS GOLDMAN SACHS GROUP INC980 shares0.00%2025-09-302025-10-30 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-30 PM PHILIP MORRIS INTL INC4.6K shares-15.24%2025-09-302025-10-30 UNP UNION PAC CORP3.2K shares-3.31%2025-09-302025-10-30 MUNI PIMCO ETF TR13.9K shares-18.62%2025-09-302025-10-30 SPMO INVESCO EXCH TRADED FD TR II5.9K sharesnew addition2025-09-302025-10-30 SPHQ INVESCO EXCHANGE TRADED FD T9.8K sharesnew addition2025-09-302025-10-30 SPHY SPDR SERIES TRUST29.6K shares55.51%2025-09-302025-10-30 TMUS T-MOBILE US INC3.0K shares0.03%2025-09-302025-10-30 AVGO BROADCOM INC2.1K shares-8.87%2025-09-302025-10-30 TT TRANE TECHNOLOGIES PLC1.7K shares0.00%2025-09-302025-10-30 MLM MARTIN MARIETTA MATLS INC1.1K shares0.00%2025-09-302025-10-30 GNMA ISHARES TR15.7K shares-4.41%2025-09-302025-10-30 LMT LOCKHEED MARTIN CORP1.4K shares0.00%2025-09-302025-10-30 ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2025-09-302025-10-30 CL COLGATE PALMOLIVE CO8.3K shares-2.46%2025-09-302025-10-30 IWD ISHARES TR3.2K shares0.00%2025-09-302025-10-30 LCTU BLACKROCK ETF TRUST8.9K shares-1.69%2025-09-302025-10-30 DFAC DIMENSIONAL ETF TRUST16.5K shares0.00%2025-09-302025-10-30 ITM VANECK ETF TRUST13.6K shares2.82%2025-09-302025-10-30 FELV FIDELITY COVINGTON TRUST18.7K shares0.44%2025-09-302025-10-30 MDY SPDR S&P MIDCAP 400 ETF TR1.0K shares0.00%2025-09-302025-10-30 GLW CORNING INC7.6K shares0.04%2025-09-302025-10-30 EMR EMERSON ELEC CO4.7K shares-0.53%2025-09-302025-10-30 ACWX ISHARES TR9.4K shares0.00%2025-09-302025-10-30 ETN EATON CORP PLC1.6K shares0.00%2025-09-302025-10-30 SPMB SPDR SERIES TRUST26.7K shares0.01%2025-09-302025-10-30 BX BLACKSTONE INC3.5K shares0.14%2025-09-302025-10-30 CHDN CHURCHILL DOWNS INC6.1K shares-5.43%2025-09-302025-10-30 VUSB VANGUARD BD INDEX FDS11.6K shares-8.05%2025-09-302025-10-30 T AT&T INC20.4K shares1.12%2025-09-302025-10-30 IAU ISHARES GOLD TR7.9K shares-1.66%2025-09-302025-10-30 MKC.V MCCORMICK & CO INC8.5K shares0.00%2025-09-302025-10-30 PFFD GLOBAL X FDS28.8K shares13.47%2025-09-302025-10-30 CRM SALESFORCE INC2.4K shares6.57%2025-09-302025-10-30 PCY INVESCO EXCH TRADED FD TR II25.7K shares-0.09%2025-09-302025-10-30 LIN LINDE PLC1.2K shares0.00%2025-09-302025-10-30 JMUB J P MORGAN EXCHANGE TRADED F10.9K sharesnew addition2025-09-302025-10-30 SUB ISHARES TR5.1K shares0.76%2025-09-302025-10-30 HYMB SPDR SERIES TRUST21.4K shares-13.02%2025-09-302025-10-30 DUK DUKE ENERGY CORP NEW4.2K shares4.38%2025-09-302025-10-30 FNCL FIDELITY COVINGTON TRUST6.8K shares0.00%2025-09-302025-10-30 PFM INVESCO EXCHANGE TRADED FD T10.1K shares-3.52%2025-09-302025-10-30 IXP ISHARES TR4.1K shares-3.46%2025-09-302025-10-30 GE GE AEROSPACE1.7K shares1.08%2025-09-302025-10-30 IWF ISHARES TR1.1K shares0.00%2025-09-302025-10-30 LVHD LEGG MASON ETF INVT12.0K shares0.00%2025-09-302025-10-30 AFL AFLAC INC4.4K shares-3.31%2025-09-302025-10-30 AMGN AMGEN INC1.7K shares-0.29%2025-09-302025-10-30 RACE FERRARI N V1.0K shares0.00%2025-09-302025-10-30 MO ALTRIA GROUP INC7.3K shares-9.29%2025-09-302025-10-30 SPHD INVESCO EXCH TRADED FD TR II9.7K shares0.00%2025-09-302025-10-30 SOXX ISHARES TR1.7K shares0.00%2025-09-302025-10-30 HSY HERSHEY CO2.5K shares0.00%2025-09-302025-10-30 PFE PFIZER INC17.8K shares4.18%2025-09-302025-10-30 PRU PRUDENTIAL FINL INC4.3K shares-2.22%2025-09-302025-10-30 VMC VULCAN MATLS CO1.4K sharesnew addition2025-09-302025-10-30 CMCSA COMCAST CORP NEW13.9K shares-7.62%2025-09-302025-10-30 SMMU PIMCO ETF TR8.6K shares0.00%2025-09-302025-10-30 SCHH SCHWAB STRATEGIC TR19.6K shares1.64%2025-09-302025-10-30 APD AIR PRODS & CHEMS INC1.5K shares-16.61%2025-09-302025-10-30 DSI ISHARES TR3.3K shares-1.61%2025-09-302025-10-30 MET METLIFE INC5.0K shares0.00%2025-09-302025-10-30 AEP AMERICAN ELEC PWR CO INC3.6K shares0.00%2025-09-302025-10-30 GD GENERAL DYNAMICS CORP1.2K shares16.25%2025-09-302025-10-30 BA BOEING CO1.9K shares-3.58%2025-09-302025-10-30 SPLV INVESCO EXCH TRADED FD TR II5.5K shares-5.99%2025-09-302025-10-30 PKW INVESCO EXCHANGE TRADED FD T3.0K shares-5.02%2025-09-302025-10-30 FAST FASTENAL CO8.2K shares0.00%2025-09-302025-10-30 EFAV ISHARES TR4.7K shares0.00%2025-09-302025-10-30 GLD SPDR GOLD TR1.1K shares-0.98%2025-09-302025-10-30 FUTY FIDELITY COVINGTON TRUST6.9K shares0.06%2025-09-302025-10-30 TROW PRICE T ROWE GROUP INC3.8K shares0.00%2025-09-302025-10-30 HDV ISHARES TR3.2K shares0.22%2025-09-302025-10-30 ITW ILLINOIS TOOL WKS INC1.5K shares-1.67%2025-09-302025-10-30 VZ VERIZON COMMUNICATIONS INC8.7K shares1.42%2025-09-302025-10-30 CSL CARLISLE COS INC1.1K shares0.00%2025-09-302025-10-30 IEI ISHARES TR3.1K shares0.00%2025-09-302025-10-30 FTEC FIDELITY COVINGTON TRUST1.7K shares0.00%2025-09-302025-10-30 MUB ISHARES TR3.4K shares-11.31%2025-09-302025-10-30 CVS CVS HEALTH CORP4.8K shares1.68%2025-09-302025-10-30 IWB ISHARES TR979 shares-0.31%2025-09-302025-10-30 SNA SNAP ON INC1.0K shares0.00%2025-09-302025-10-30 JQUA J P MORGAN EXCHANGE TRADED F5.5K shares0.00%2025-09-302025-10-30 TGT TARGET CORP3.9K shares-2.53%2025-09-302025-10-30 QCOM QUALCOMM INC2.1K shares0.00%2025-09-302025-10-30 SEIC SEI INVTS CO4.0K shares0.00%2025-09-302025-10-30 ACN ACCENTURE PLC IRELAND1.4K shares0.00%2025-09-302025-10-30 CCI CROWN CASTLE INC3.4K shares-6.85%2025-09-302025-10-30 FI FISERV INC2.5K shares0.00%2025-09-302025-10-30 MMM 3M CO2.1K shares-14.45%2025-09-302025-10-30 VWOB VANGUARD WHITEHALL FDS4.8K shares22.86%2025-09-302025-10-30 DHR DANAHER CORPORATION1.6K shares-38.33%2025-09-302025-10-30 ICLN ISHARES TR20.6K shares-1.43%2025-09-302025-10-30 EXC EXELON CORP7.1K shares-9.00%2025-09-302025-10-30 SPSB SPDR SERIES TRUST10.5K shares0.00%2025-09-302025-10-30 VBK VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-10-30 MLPA GLOBAL X FDS6.3K shares-23.88%2025-09-302025-10-30 ADI ANALOG DEVICES INC1.2K shares-2.79%2025-09-302025-10-30 SPYX SPDR SERIES TRUST5.5K shares0.00%2025-09-302025-10-30 FBTC FIDELITY WISE ORIGIN BITCOIN3.0K shares27.05%2025-09-302025-10-30 GSEW GOLDMAN SACHS ETF TR3.5K shares0.00%2025-09-302025-10-30 USXF ISHARES TR5.1K shares-28.05%2025-09-302025-10-30 BDX BECTON DICKINSON & CO1.6K shares-13.87%2025-09-302025-10-30 TSCO TRACTOR SUPPLY CO5.0K shares-43.11%2025-09-302025-10-30 MDLZ MONDELEZ INTL INC4.5K shares-26.12%2025-09-302025-10-30 NXPI NXP SEMICONDUCTORS N V1.2K shares-0.40%2025-09-302025-10-30 ODFL OLD DOMINION FREIGHT LINE IN2.0K shares0.00%2025-09-302025-10-30 IWO ISHARES TR871 shares0.00%2025-09-302025-10-30 TFC TRUIST FINL CORP6.1K shares3.16%2025-09-302025-10-30 MRVL MARVELL TECHNOLOGY INC3.3K shares1.54%2025-09-302025-10-30 ECL ECOLAB INC1.0K shares-0.39%2025-09-302025-10-30 MAR MARRIOTT INTL INC NEW1.0K shares0.00%2025-09-302025-10-30 DGX QUEST DIAGNOSTICS INC1.4K shares0.00%2025-09-302025-10-30 ESGD ISHARES TR2.9K shares27.02%2025-09-302025-10-30 OEF ISHARES TR794 shares0.00%2025-09-302025-10-30 VSS VANGUARD INTL EQUITY INDEX F1.9K shares-5.37%2025-09-302025-10-30 MLN VANECK ETF TRUST15.1K sharesnew addition2025-09-302025-10-30 PAYX PAYCHEX INC2.1K shares0.00%2025-09-302025-10-30 SPYD SPDR SERIES TRUST5.8K shares0.00%2025-09-302025-10-30 SUSC ISHARES TR10.7K shares15.93%2025-09-302025-10-30 INTC INTEL CORP7.4K sharesnew addition2025-09-302025-10-30 ADBE ADOBE INC701 shares-0.57%2025-09-302025-10-30 PSX PHILLIPS 661.8K sharesnew addition2025-09-302025-10-30 IGPT INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2025-09-302025-10-30 IYY ISHARES TR1.5K shares0.00%2025-09-302025-10-30 AMP AMERIPRISE FINL INC493 shares0.00%2025-09-302025-10-30 HAS HASBRO INC3.2K shares0.10%2025-09-302025-10-30 FIS FIDELITY NATL INFORMATION SV3.6K shares-0.91%2025-09-302025-10-30 PANW PALO ALTO NETWORKS INC1.2K shares0.00%2025-09-302025-10-30 IJJ ISHARES TR1.8K shares-4.75%2025-09-302025-10-30 NFLX NETFLIX INC194 shares-1.52%2025-09-302025-10-30 IGSB ISHARES TR4.3K shares12.34%2025-09-302025-10-30 WFC WELLS FARGO CO NEW2.7K shares0.04%2025-09-302025-10-30 LNT ALLIANT ENERGY CORP3.4K shares-29.42%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-09-302025-10-30 MTB M & T BK CORP1.1K shares-0.70%2025-09-302025-10-30 XBI SPDR SERIES TRUST2.2K sharesnew addition2025-09-302025-10-30 COP CONOCOPHILLIPS2.3K shares-1.44%2025-09-302025-10-30 BSX BOSTON SCIENTIFIC CORP2.2K shares0.00%2025-09-302025-10-30 AIZ ASSURANT INC1.0K sharesnew addition2025-09-302025-10-30 EMN EASTMAN CHEM CO3.4K shares-1.07%2025-09-302025-10-30 YUMC YUM CHINA HLDGS INC4.9K shares0.00%2025-09-302025-10-30 CHIQ GLOBAL X FDS8.7K sharesnew addition2025-09-302025-10-30 ESGE ISHARES INC4.8K sharesnew addition2025-09-302025-10-30 CPNG COUPANG INC6.4K sharesnew addition2025-09-302025-10-30 STIP ISHARES TR2.0K shares0.00%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2025-09-302025-10-30 MDT MEDTRONIC PLC2.1K sharesnew addition2025-09-302025-10-30 VOOG VANGUARD ADMIRAL FDS INC466 sharesnew addition2025-09-302025-10-30 HPE HEWLETT PACKARD ENTERPRISE C8.3K sharesnew addition2025-09-302025-10-30 AUR AURORA INNOVATION INC28.6K shares0.00%2025-09-302025-10-30 BLND BLEND LABS INC10.4K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available