The Analysis of Wedmont Private Capital's Holdings
Currently, Wedmont Private Capital holds 806 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in VEA (+369.8K shares, valued at $23.6M), VWO (+206.8K shares, valued at $11.4M), N/A (+16.8K shares, valued at $10.7M); decreased their positions in MUB (-31.7K shares, valued at $3.4M), VEU (-24.7K shares, valued at $1.9M), IEFA (-19.1K shares, valued at $1.7M); initiated new positions in N/A (+51.0K shares, valued at $3.3M), BSVO (+60.9K shares, valued at $1.5M), PNFP (+7.7K shares, valued at $732.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS4.3M shares9.39%2025-12-312026-01-08
VWO VANGUARD INTL EQUITY INDEX F3.0M shares7.33%2025-12-312026-01-08 VTI VANGUARD INDEX FDS425.9K shares7.30%2025-12-312026-01-08 IEFA ISHARES TR1.1M shares-1.69%2025-12-312026-01-08 VTC VANGUARD SCOTTSDALE FDS1.2M shares6.21%2025-12-312026-01-08 GOVT ISHARES TR3.8M shares12.29%2025-12-312026-01-08 NVDA NVIDIA CORPORATION458.2K shares-0.90%2025-12-312026-01-08 AAPL APPLE INC282.9K shares2.85%2025-12-312026-01-08 VTEB VANGUARD MUN BD FDS1.3M shares9.82%2025-12-312026-01-08 IEMG ISHARES INC866.5K shares-0.01%2025-12-312026-01-08 MSFT MICROSOFT CORP110.3K shares-2.14%2025-12-312026-01-08 MUB ISHARES TR465.6K shares-6.37%2025-12-312026-01-08 PLTR PALANTIR TECHNOLOGIES INC263.5K shares-1.52%2025-12-312026-01-08 AMZN AMAZON COM INC164.5K shares0.85%2025-12-312026-01-08 ALPHABET INC ALPHABET INC106.4K shares0.05%2025-12-312026-01-08 ALPHABET INC ALPHABET INC106.1K shares4.79%2025-12-312026-01-08 META META PLATFORMS INC47.1K shares-3.97%2025-12-312026-01-08 BNDX VANGUARD CHARLOTTE FDS625.7K shares11.86%2025-12-312026-01-08 VSS VANGUARD INTL EQUITY INDEX F186.8K shares0.19%2025-12-312026-01-08 BROADCOM INC BROADCOM INC77.6K shares6.16%2025-12-312026-01-08 SCHF SCHWAB STRATEGIC TR1.0M shares3.43%2025-12-312026-01-08 TSLA TESLA INC54.7K shares1.42%2025-12-312026-01-08 USHY ISHARES TR441.9K shares4.56%2025-12-312026-01-08 VO VANGUARD INDEX FDS55.1K shares0.44%2025-12-312026-01-08 ORCL ORACLE CORP84.3K shares2.43%2025-12-312026-01-08 VTEC VANGUARD CALIF TAX FREE FDS160.1K shares27.64%2025-12-312026-01-08 LLY ELI LILLY & CO14.5K shares7.73%2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.47.8K shares3.67%2025-12-312026-01-08 VB VANGUARD INDEX FDS57.6K shares2.38%2025-12-312026-01-08 WFC WELLS FARGO CO NEW158.7K shares-0.03%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR21.0K shares-5.33%2025-12-312026-01-08 SCHB SCHWAB STRATEGIC TR502.9K shares1.11%2025-12-312026-01-08 SCMB SCHWAB STRATEGIC TR492.4K shares0.62%2025-12-312026-01-08 VIGI VANGUARD WHITEHALL FDS136.6K shares-1.92%2025-12-312026-01-08 VYMI VANGUARD WHITEHALL FDS138.3K shares4.45%2025-12-312026-01-08 VV VANGUARD INDEX FDS36.2K shares0.29%2025-12-312026-01-08 AVDV AMERICAN CENTY ETF TR110.5K shares1.23%2025-12-312026-01-08 AVUS AMERICAN CENTY ETF TR91.7K shares0.03%2025-12-312026-01-08 VXUS VANGUARD STAR FDS132.5K shares31.09%2025-12-312026-01-08 IVV ISHARES TR14.5K shares1.07%2025-12-312026-01-08 NFLX NETFLIX INC108.7K shares938.64%2025-12-312026-01-08 V VISA INC27.6K shares-0.81%2025-12-312026-01-08 ABBV ABBVIE INC42.1K shares-0.01%2025-12-312026-01-08 VGT VANGUARD WORLD FD12.5K shares73.02%2025-12-312026-01-08 CMF ISHARES TR157.4K shares9.92%2025-12-312026-01-08 SCHE SCHWAB STRATEGIC TR265.1K shares-2.58%2025-12-312026-01-08 WMT WALMART INC73.3K shares3.66%2025-12-312026-01-08 AVUV AMERICAN CENTY ETF TR78.1K shares2.33%2025-12-312026-01-08 IDEV ISHARES TR93.7K shares1.47%2025-12-312026-01-08 XOM EXXON MOBIL CORP65.4K shares-0.40%2025-12-312026-01-08 ITOT ISHARES TR48.4K shares44.62%2025-12-312026-01-08 IJH ISHARES TR104.0K shares5.81%2025-12-312026-01-08 VEU VANGUARD INTL EQUITY INDEX F93.9K shares-20.84%2025-12-312026-01-08 SCHC SCHWAB STRATEGIC TR151.0K shares-1.37%2025-12-312026-01-08 NEM NEWMONT CORP64.9K shares1.74%2025-12-312026-01-08 MA MASTERCARD INCORPORATED11.8K shares0.88%2025-12-312026-01-08 VT VANGUARD INTL EQUITY INDEX F46.7K shares12.00%2025-12-312026-01-08 GE AEROSPACE GE AEROSPACE20.4K shares0.54%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON30.7K shares3.37%2025-12-312026-01-08 VTV VANGUARD INDEX FDS32.8K shares3.17%2025-12-312026-01-08 VUG VANGUARD INDEX FDS12.9K shares5.50%2025-12-312026-01-08 AVDE AMERICAN CENTY ETF TR70.7K shares1.50%2025-12-312026-01-08 VIG VANGUARD SPECIALIZED FUNDS25.3K shares9.67%2025-12-312026-01-08 COST COSTCO WHSL CORP NEW6.3K shares-0.19%2025-12-312026-01-08 GS GOLDMAN SACHS GROUP INC5.6K shares1.12%2025-12-312026-01-08 BRK.A BERKSHIRE HATHAWAY INC DEL7 shares16.67%2025-12-312026-01-08 GEV GE VERNOVA INC7.8K shares1.32%2025-12-312026-01-08 UNH UNITEDHEALTH GROUP INC15.0K shares-0.30%2025-12-312026-01-08 AMD ADVANCED MICRO DEVICES INC24.3K shares1.99%2025-12-312026-01-08 CRM SALESFORCE INC19.0K shares23.15%2025-12-312026-01-08 IJR ISHARES TR40.0K shares3.14%2025-12-312026-01-08 PM PHILIP MORRIS INTL INC31.8K shares4.25%2025-12-312026-01-08 CAT CATERPILLAR INC8.2K shares1.27%2025-12-312026-01-08 APP APPLOVIN CORP7.5K shares5.09%2025-12-312026-01-08 AXP AMERICAN EXPRESS CO12.3K shares0.90%2025-12-312026-01-08 MU MICRON TECHNOLOGY INC13.6K shares-1.63%2025-12-312026-01-08 KO COCA COLA CO65.3K shares23.36%2025-12-312026-01-08 AVEM AMERICAN CENTY ETF TR54.4K shares4.01%2025-12-312026-01-08 HD HOME DEPOT INC12.4K shares-12.96%2025-12-312026-01-08 BAC BANK AMERICA CORP74.0K shares3.14%2025-12-312026-01-08 RVMD REVOLUTION MEDICINES INC40.1K shares0.12%2025-12-312026-01-08 AMAT APPLIED MATLS INC13.8K shares8.27%2025-12-312026-01-08 XLK SELECT SECTOR SPDR TR27.2K shares108.21%2025-12-312026-01-08 IBM INTERNATIONAL BUSINESS MACHS13.4K shares1.45%2025-12-312026-01-08 ABT ABBOTT LABS31.3K shares-2.63%2025-12-312026-01-08 VBR VANGUARD INDEX FDS18.0K shares0.23%2025-12-312026-01-08 DGRW WISDOMTREE TR42.6K shares0.00%2025-12-312026-01-08 VYM VANGUARD WHITEHALL FDS26.3K shares-2.27%2025-12-312026-01-08 VGIT VANGUARD SCOTTSDALE FDS63.3K shares-5.28%2025-12-312026-01-08 DFAC DIMENSIONAL ETF TRUST92.0K shares23.01%2025-12-312026-01-08 ISRG INTUITIVE SURGICAL INC6.2K shares4.52%2025-12-312026-01-08 VOT VANGUARD INDEX FDS12.8K shares-1.41%2025-12-312026-01-08 VGK VANGUARD INTL EQUITY INDEX F43.0K shares0.01%2025-12-312026-01-08 RTX RTX CORPORATION19.7K shares0.03%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO26.5K shares-13.45%2025-12-312026-01-08 SCHX SCHWAB STRATEGIC TR128.6K shares-12.49%2025-12-312026-01-08 APH AMPHENOL CORP NEW25.2K shares-0.50%2025-12-312026-01-08 CSCO CISCO SYS INC46.6K shares-0.25%2025-12-312026-01-08 SCHG SCHWAB STRATEGIC TR105.7K shares45.48%2025-12-312026-01-08 IWV ISHARES TR8.9K shares0.20%2025-12-312026-01-08 PH PARKER-HANNIFIN CORP3.8K shares16.29%2025-12-312026-01-08 VGSH VANGUARD SCOTTSDALE FDS58.5K shares9.48%2025-12-312026-01-08 CEG CONSTELLATION ENERGY CORP10.1K shares1.21%2025-12-312026-01-08 IWM ISHARES TR12.9K shares5.45%2025-12-312026-01-08 VXF VANGUARD INDEX FDS14.9K shares7.53%2025-12-312026-01-08 CVX CHEVRON CORP NEW20.6K shares6.48%2025-12-312026-01-08 VOE VANGUARD INDEX FDS17.5K shares0.15%2025-12-312026-01-08 VCSH VANGUARD SCOTTSDALE FDS39.4K shares4.31%2025-12-312026-01-08 BKNG BOOKING HOLDINGS INC564 shares1.99%2025-12-312026-01-08 T AT&T INC125.0K shares-29.50%2025-12-312026-01-08 VONG VANGUARD SCOTTSDALE FDS24.3K shares-4.30%2025-12-312026-01-08 VNQ VANGUARD INDEX FDS33.7K shares-7.20%2025-12-312026-01-08 AVIV AMERICAN CENTY ETF TR40.9K shares0.58%2025-12-312026-01-08 CITIGROUP INC CITIGROUP INC24.3K shares-3.13%2025-12-312026-01-08 CDNS CADENCE DESIGN SYSTEM INC9.2K shares0.01%2025-12-312026-01-08 AMGN AMGEN INC8.5K shares7.43%2025-12-312026-01-08 INTU INTUIT4.5K shares3.22%2025-12-312026-01-08 SPMO INVESCO EXCH TRADED FD TR II23.9K shares177.85%2025-12-312026-01-08 NYF ISHARES TR52.8K shares11.80%2025-12-312026-01-08 TSM TAIWAN SEMICONDUCTOR MFG LTD8.9K shares6.77%2025-12-312026-01-08 HOOD ROBINHOOD MKTS INC24.1K shares-4.85%2025-12-312026-01-08 SCHD SCHWAB STRATEGIC TR99.7K shares5.23%2025-12-312026-01-08 TJX TJX COS INC NEW18.0K shares6.39%2025-12-312026-01-08 AVES AMERICAN CENTY ETF TR46.1K shares-0.81%2025-12-312026-01-08 SPGI S&P GLOBAL INC5.1K shares2.17%2025-12-312026-01-08 IAUM ISHARES GOLD TR59.3K shares-14.15%2025-12-312026-01-08 DGRO ISHARES TR37.1K shares26.37%2025-12-312026-01-08 COF CAPITAL ONE FINL CORP10.2K shares6.49%2025-12-312026-01-08 VONV VANGUARD SCOTTSDALE FDS27.4K shares5.15%2025-12-312026-01-08 KLAC KLA CORP1.9K shares-6.89%2025-12-312026-01-08 FTC FIRST TR EXCHANGE-TRADED ALP15.4K shares0.00%2025-12-312026-01-08 IBIT ISHARES BITCOIN TRUST ETF48.9K shares66.53%2025-12-312026-01-08 MS MORGAN STANLEY13.6K shares-4.33%2025-12-312026-01-08 MCD MCDONALDS CORP7.9K shares2.28%2025-12-312026-01-08 QCOM QUALCOMM INC13.3K shares3.47%2025-12-312026-01-08 RCL ROYAL CARIBBEAN GROUP7.9K shares1.18%2025-12-312026-01-08 ESGV VANGUARD WORLD FD19.2K shares4.01%2025-12-312026-01-08 UBER UBER TECHNOLOGIES INC27.1K shares-0.39%2025-12-312026-01-08 GILD GILEAD SCIENCES INC17.8K shares-0.15%2025-12-312026-01-08 SPDW SPDR INDEX SHS FDS48.4K shares12.82%2025-12-312026-01-08 BSX BOSTON SCIENTIFIC CORP22.2K shares1.15%2025-12-312026-01-08 BA BOEING CO9.6K shares26.37%2025-12-312026-01-08 PWR QUANTA SVCS INC5.0K shares-1.01%2025-12-312026-01-08 VPL VANGUARD INTL EQUITY INDEX F23.0K shares0.24%2025-12-312026-01-08 LOW LOWES COS INC8.7K shares3.42%2025-12-312026-01-08 HYMB SPDR SERIES TRUST84.5K shares0.05%2025-12-312026-01-08 IDXX IDEXX LABS INC3.0K shares0.88%2025-12-312026-01-08 NOC NORTHROP GRUMMAN CORP3.6K shares-1.59%2025-12-312026-01-08 NOW SERVICENOW INC13.6K shares368.82%2025-12-312026-01-08 HYD VANECK ETF TRUST39.5K shares1.79%2025-12-312026-01-08 CRWD CROWDSTRIKE HLDGS INC4.2K shares7.10%2025-12-312026-01-08 DIS DISNEY WALT CO17.8K shares3.30%2025-12-312026-01-08 URI UNITED RENTALS INC2.2K shares-1.14%2025-12-312026-01-08 MCK MCKESSON CORP2.4K shares0.21%2025-12-312026-01-08 HWM HOWMET AEROSPACE INC9.1K shares0.09%2025-12-312026-01-08 BND VANGUARD BD INDEX FDS25.3K shares-0.10%2025-12-312026-01-08 CTAS CINTAS CORP10.0K shares-11.96%2025-12-312026-01-08 PANW PALO ALTO NETWORKS INC9.5K shares-8.33%2025-12-312026-01-08 VCIT VANGUARD SCOTTSDALE FDS22.0K shares81.26%2025-12-312026-01-08 SCHW SCHWAB CHARLES CORP18.1K shares2.69%2025-12-312026-01-08 HON HONEYWELL INTL INC9.1K shares-1.98%2025-12-312026-01-08 TDIV FIRST TR EXCHANGE TRADED FD18.3K shares0.00%2025-12-312026-01-08 IAGG ISHARES TR36.0K shares2.43%2025-12-312026-01-08 AMP AMERIPRISE FINL INC3.6K shares1.77%2025-12-312026-01-08 ADP AUTOMATIC DATA PROCESSING IN6.8K shares-9.43%2025-12-312026-01-08 SMH VANECK ETF TRUST4.6K shares7.71%2025-12-312026-01-08 DLN WISDOMTREE TR19.6K shares0.00%2025-12-312026-01-08 DFSV DIMENSIONAL ETF TRUST51.1K shares25.53%2025-12-312026-01-08 WELL WELLTOWER INC9.3K shares0.62%2025-12-312026-01-08 RJF RAYMOND JAMES FINL INC10.4K shares0.03%2025-12-312026-01-08 PGR PROGRESSIVE CORP8.2K shares-5.29%2025-12-312026-01-08 BOXX EA SERIES TRUST14.9K shares321.91%2025-12-312026-01-08 VTHR VANGUARD SCOTTSDALE FDS5.6K shares0.11%2025-12-312026-01-08 IWB ISHARES TR4.5K shares-7.32%2025-12-312026-01-08 XLF SELECT SECTOR SPDR TR30.3K shares0.80%2025-12-312026-01-08 HCA HCA HEALTHCARE INC3.6K shares0.25%2025-12-312026-01-08 SMLF ISHARES TR21.2K shares0.00%2025-12-312026-01-08 PPC PILGRIMS PRIDE CORP44.0K shares78.30%2025-12-312026-01-08 LINDE PLC LINDE PLC3.8K shares-23.36%2025-12-312026-01-08 PHYS SPROTT ASSET MANAGEMENT LP47.8K shares-20.06%2025-12-312026-01-08 DASH DOORDASH INC7.0K shares-7.92%2025-12-312026-01-08 PSX PHILLIPS 6611.7K shares-1.69%2025-12-312026-01-08 CB CHUBB LIMITED5.2K shares-2.02%2025-12-312026-01-08 AVLV AMERICAN CENTY ETF TR20.5K shares0.03%2025-12-312026-01-08 SO SOUTHERN CO18.3K shares-8.33%2025-12-312026-01-08 EFA ISHARES TR16.1K shares3.84%2025-12-312026-01-08 SUB ISHARES TR14.6K shares-10.42%2025-12-312026-01-08 VBK VANGUARD INDEX FDS4.9K shares-2.03%2025-12-312026-01-08 VRTX VERTEX PHARMACEUTICALS INC3.2K shares-2.46%2025-12-312026-01-08 DE DEERE & CO3.2K shares2.97%2025-12-312026-01-08 USB US BANCORP DEL27.7K shares18.02%2025-12-312026-01-08 WMB WILLIAMS COS INC25.0K shares0.79%2025-12-312026-01-08 ASML ASML HOLDING N V1.2K shares5.78%2025-12-312026-01-08 ADSK AUTODESK INC5.1K shares1.61%2025-12-312026-01-08 SCHA SCHWAB STRATEGIC TR50.6K shares-7.66%2025-12-312026-01-08 LMT LOCKHEED MARTIN CORP3.0K shares24.90%2025-12-312026-01-08 SYK STRYKER CORPORATION4.0K shares-5.96%2025-12-312026-01-08 COP CONOCOPHILLIPS15.8K shares-38.66%2025-12-312026-01-08 CPNG COUPANG INC62.8K shares-0.67%2025-12-312026-01-08 NEE NEXTERA ENERGY INC18.6K shares4.69%2025-12-312026-01-08 BSVO EA SERIES TRUST60.9K sharesnew addition2025-12-312026-01-08 SNPS SYNOPSYS INC2.8K shares-7.19%2025-12-312026-01-08 MSI MOTOROLA SOLUTIONS INC3.8K shares-12.95%2025-12-312026-01-08 ORLY OREILLY AUTOMOTIVE INC15.8K shares-6.00%2025-12-312026-01-08 FEX FIRST TR EXCHANGE-TRADED ALP11.7K shares0.00%2025-12-312026-01-08 GDX VANECK ETF TRUST15.6K shares-0.03%2025-12-312026-01-08 KVUE KENVUE INC83.8K shares720.47%2025-12-312026-01-08 IWY ISHARES TR5.0K shares-7.01%2025-12-312026-01-08 PEP PEPSICO INC10.2K shares5.15%2025-12-312026-01-08 VLO VALERO ENERGY CORP7.6K shares0.62%2025-12-312026-01-08 MCO MOODYS CORP2.6K shares4.43%2025-12-312026-01-08 SPG SIMON PPTY GROUP INC NEW7.4K shares2.60%2025-12-312026-01-08 DBEF DBX ETF TR27.5K shares-0.09%2025-12-312026-01-08 ADBE ADOBE INC4.0K shares-21.47%2025-12-312026-01-08 TMUS T-MOBILE US INC6.8K shares-11.57%2025-12-312026-01-08 DFEM DIMENSIONAL ETF TRUST39.0K shares0.00%2025-12-312026-01-08 SPMD SPDR SERIES TRUST22.2K shares-1.31%2025-12-312026-01-08 IWF ISHARES TR2.8K shares6.04%2025-12-312026-01-08 ADI ANALOG DEVICES INC4.4K shares5.57%2025-12-312026-01-08 PNC PNC FINL SVCS GROUP INC5.9K shares10.59%2025-12-312026-01-08 CL COLGATE PALMOLIVE CO16.4K shares70.77%2025-12-312026-01-08 ALL ALLSTATE CORP6.1K shares2.40%2025-12-312026-01-08 SPEM SPDR INDEX SHS FDS26.1K shares28.23%2025-12-312026-01-08 RBLX ROBLOX CORP16.4K shares-1.47%2025-12-312026-01-08 MAR MARRIOTT INTL INC NEW3.9K shares4.82%2025-12-312026-01-08 SBUX STARBUCKS CORP14.3K shares4.97%2025-12-312026-01-08 CVS CVS HEALTH CORP15.3K shares6.95%2025-12-312026-01-08 ICE INTERCONTINENTAL EXCHANGE IN7.5K shares1.40%2025-12-312026-01-08 VZ VERIZON COMMUNICATIONS INC30.4K shares-17.23%2025-12-312026-01-08 ROST ROSS STORES INC6.5K shares10.88%2025-12-312026-01-08 ROK ROCKWELL AUTOMATION INC3.0K shares5.43%2025-12-312026-01-08 FYBR FRONTIER COMMUNICATIONS PARE31.6K shares2.31%2025-12-312026-01-08 FNDX SCHWAB STRATEGIC TR43.4K shares2.34%2025-12-312026-01-08 TT TRANE TECHNOLOGIES PLC3.2K shares0.44%2025-12-312026-01-08 SCHV SCHWAB STRATEGIC TR39.6K shares134.26%2025-12-312026-01-08 FHN FIRST HORIZON CORPORATION47.8K shares-1.06%2025-12-312026-01-08 IVE ISHARES TR5.5K shares-1.00%2025-12-312026-01-08 INTF ISHARES TR30.3K shares0.01%2025-12-312026-01-08 XLP SELECT SECTOR SPDR TR15.2K shares2.09%2025-12-312026-01-08 SHW SHERWIN WILLIAMS CO3.5K shares2.52%2025-12-312026-01-08 IVW ISHARES TR9.2K shares-5.16%2025-12-312026-01-08 WM WASTE MGMT INC DEL5.3K shares-15.66%2025-12-312026-01-08 GLD SPDR GOLD TR2.8K shares45.24%2025-12-312026-01-08 TDG TRANSDIGM GROUP INC824 shares-2.02%2025-12-312026-01-08 DAL DELTA AIR LINES INC DEL15.9K shares4.15%2025-12-312026-01-08 EMXC ISHARES INC15.0K shares12.69%2025-12-312026-01-08 MPC MARATHON PETE CORP6.6K shares0.18%2025-12-312026-01-08 AZN ASTRAZENECA PLC11.9K shares9.64%2025-12-312026-01-08 TMO THERMO FISHER 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shares0.46%2025-12-312026-01-08 JCI JOHNSON CTLS INTL PLC8.6K shares5.15%2025-12-312026-01-08 NU NU HLDGS LTD55.0K shares47.04%2025-12-312026-01-08 BK BANK NEW YORK MELLON CORP8.0K shares2.53%2025-12-312026-01-08 VOOV VANGUARD ADMIRAL FDS INC4.7K shares-0.39%2025-12-312026-01-08 VTR VENTAS INC12.7K shares26.21%2025-12-312026-01-08 IJS ISHARES TR8.2K shares2.43%2025-12-312026-01-08 OKE ONEOK INC NEW13.5K shares6.06%2025-12-312026-01-08 SCHM SCHWAB STRATEGIC TR30.3K shares-0.84%2025-12-312026-01-08 CARR CARRIER GLOBAL CORPORATION17.9K shares-11.76%2025-12-312026-01-08 PFE PFIZER INC37.0K shares18.69%2025-12-312026-01-08 SNOW SNOWFLAKE INC4.0K shares-0.42%2025-12-312026-01-08 KKR & CO INC KKR & CO INC7.1K shares0.60%2025-12-312026-01-08 PCAR PACCAR INC8.0K shares-1.37%2025-12-312026-01-08 IXUS ISHARES TR10.6K shares1.03%2025-12-312026-01-08 IWR ISHARES TR9.3K shares39.18%2025-12-312026-01-08 REGN REGENERON PHARMACEUTICALS1.1K shares-1.84%2025-12-312026-01-08 WBD WARNER BROS DISCOVERY 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shares-2.96%2025-12-312026-01-08 TFC TRUIST FINL CORP15.3K shares4.79%2025-12-312026-01-08 MMM 3M CO4.7K shares10.25%2025-12-312026-01-08 FYC FIRST TR EXCHANGE-TRADED ALP7.6K shares0.00%2025-12-312026-01-08 RY ROYAL BK CDA4.5K shares0.47%2025-12-312026-01-08 CMA COMERICA INC8.3K shares4.27%2025-12-312026-01-08 CBRE CBRE GROUP INC4.5K shares2.39%2025-12-312026-01-08 AGNC AGNC INVT CORP68.2K shares2.19%2025-12-312026-01-08 PLD PROLOGIS INC.5.9K shares7.34%2025-12-312026-01-08 SCHY SCHWAB STRATEGIC TR25.0K shares0.05%2025-12-312026-01-08 PTC PTC INC4.3K shares4.60%2025-12-312026-01-08 FAST FASTENAL CO18.3K shares-2.49%2025-12-312026-01-08 SOFI SOFI TECHNOLOGIES INC27.5K shares14.35%2025-12-312026-01-08 EPD ENTERPRISE PRODS PARTNERS L23.3K shares0.34%2025-12-312026-01-08 GWW WW GRAINGER INC733 shares-1.48%2025-12-312026-01-08 MP MP MATERIALS CORP11.8K shares-0.36%2025-12-312026-01-08 AME AMETEK INC3.5K shares-1.28%2025-12-312026-01-08 PNFP PINNACLE FINL PARTNERS INC7.7K sharesnew addition2025-12-312026-01-08 AR ANTERO RESOURCES CORP21.8K shares7.49%2025-12-312026-01-08 IEUR ISHARES TR9.8K shares0.05%2025-12-312026-01-08 UAL UNITED AIRLS HLDGS INC6.1K shares4.61%2025-12-312026-01-08 FNDF SCHWAB STRATEGIC TR15.3K shares-5.45%2025-12-312026-01-08 ELV ELEVANCE HEALTH INC FORMERLY1.9K shares24.22%2025-12-312026-01-08 ZION ZIONS BANCORPORATION N A11.6K shares-4.85%2025-12-312026-01-08 CMG CHIPOTLE MEXICAN GRILL INC17.6K shares-29.74%2025-12-312026-01-08 VST VISTRA CORP4.4K shares0.96%2025-12-312026-01-08 CCL CARNIVAL CORP21.1K shares4.47%2025-12-312026-01-08 AVMV AMERICAN CENTY ETF TR9.2K shares0.34%2025-12-312026-01-08 HIG HARTFORD INSURANCE GROUP INC4.9K shares0.58%2025-12-312026-01-08 HSBC HSBC HLDGS PLC8.3K shares5.05%2025-12-312026-01-08 STIP ISHARES TR6.5K sharesnew addition2025-12-312026-01-08 GLW CORNING INC7.5K shares2.22%2025-12-312026-01-08 D DOMINION ENERGY INC11.5K shares5.70%2025-12-312026-01-08 AON PLC AON PLC1.9K shares-8.67%2025-12-312026-01-08 TTWO TAKE-TWO INTERACTIVE SOFTWAR2.6K shares0.00%2025-12-312026-01-08 RIVN RIVIAN AUTOMOTIVE INC32.6K shares5.66%2025-12-312026-01-08 XEL XCEL ENERGY INC8.9K shares-1.34%2025-12-312026-01-08 OXY OCCIDENTAL PETE CORP15.8K shares-17.89%2025-12-312026-01-08 VRT VERTIV HOLDINGS CO3.7K shares-1.35%2025-12-312026-01-08 YUM YUM BRANDS INC4.3K shares6.89%2025-12-312026-01-08 NVO NOVO-NORDISK A S11.3K shares5.13%2025-12-312026-01-08 EXPD EXPEDITORS INTL WASH INC4.0K shares-0.61%2025-12-312026-01-08 DLR DIGITAL RLTY TR INC4.1K shares-2.13%2025-12-312026-01-08 EXE EXPAND ENERGY CORPORATION5.9K shares4.62%2025-12-312026-01-08 SDY SPDR SERIES TRUST4.5K shares0.59%2025-12-312026-01-08 XLV SELECT SECTOR SPDR TR3.9K shares0.26%2025-12-312026-01-08 QRVO QORVO INC7.7K shares5.81%2025-12-312026-01-08 SNDK SANDISK CORP1.7K sharesnew addition2025-12-312026-01-08 ARCC ARES CAPITAL CORP30.4K shares0.49%2025-12-312026-01-08 RSG REPUBLIC SVCS INC2.9K shares0.86%2025-12-312026-01-08 TPR TAPESTRY INC4.7K shares7.12%2025-12-312026-01-08 FTNT FORTINET INC7.6K shares12.44%2025-12-312026-01-08 WDC WESTERN DIGITAL CORP3.0K shares39.60%2025-12-312026-01-08 GEHC GE HEALTHCARE TECHNOLOGIES I7.1K shares17.60%2025-12-312026-01-08 CBOE CBOE GLOBAL MKTS INC2.4K shares-4.18%2025-12-312026-01-08 ULTA ULTA BEAUTY INC914 shares4.82%2025-12-312026-01-08 XLI SELECT SECTOR SPDR TR3.8K shares0.16%2025-12-312026-01-08 WRB BERKLEY W R CORP8.7K shares-1.99%2025-12-312026-01-08 ETR ENTERGY CORP NEW6.5K shares0.69%2025-12-312026-01-08 SPYM SPDR SERIES TRUST7.3K shares-8.45%2025-12-312026-01-08 ROL ROLLINS INC9.9K shares-5.71%2025-12-312026-01-08 IVZ INVESCO LTD21.2K shares2.19%2025-12-312026-01-08 LPLA LPL FINL HLDGS INC1.6K shares-0.49%2025-12-312026-01-08 SCHJ SCHWAB STRATEGIC TR23.4K shares1.09%2025-12-312026-01-08 MPLX MPLX LP11.1K shares6.37%2025-12-312026-01-08 KHC KRAFT HEINZ CO25.2K shares134.10%2025-12-312026-01-08 FIX COMFORT SYS USA INC558 shares12.27%2025-12-312026-01-08 CSX CSX CORP16.5K shares3.88%2025-12-312026-01-08 SAP SAP SE2.4K shares16.32%2025-12-312026-01-08 XLY SELECT SECTOR SPDR TR4.7K shares100.21%2025-12-312026-01-08 KEYS KEYSIGHT TECHNOLOGIES INC2.7K shares7.60%2025-12-312026-01-08 TER TERADYNE INC2.6K shares2.96%2025-12-312026-01-08 XLG INVESCO EXCHANGE TRADED FD T9.6K shares0.00%2025-12-312026-01-08 HAL HALLIBURTON CO18.8K shares14.13%2025-12-312026-01-08 BR BROADRIDGE FINL SOLUTIONS IN2.6K shares-11.38%2025-12-312026-01-08 EA ELECTRONIC ARTS INC2.8K shares9.71%2025-12-312026-01-08 EOG EOG RES INC5.5K shares-47.47%2025-12-312026-01-08 MKSI MKS INC.3.1K shares7.40%2025-12-312026-01-08 NTSX WISDOMTREE TR10.1K shares0.00%2025-12-312026-01-08 CMS CMS ENERGY CORP8.0K shares1.55%2025-12-312026-01-08 QUAL ISHARES TR2.7K shares-8.80%2025-12-312026-01-08 VEEV VEEVA SYS INC2.3K shares-3.82%2025-12-312026-01-08 EQIX EQUINIX INC712 shares-17.21%2025-12-312026-01-08 AXON AXON ENTERPRISE INC888 shares-2.31%2025-12-312026-01-08 WAL WESTERN ALLIANCE BANCORP6.3K shares13.70%2025-12-312026-01-08 LNG CHENIERE ENERGY INC2.8K shares-7.83%2025-12-312026-01-08 KR KROGER CO9.2K shares4.26%2025-12-312026-01-08 VRSN VERISIGN INC2.2K shares-14.40%2025-12-312026-01-08 ABNB AIRBNB INC4.0K shares-1.22%2025-12-312026-01-08 RMD RESMED INC2.2K shares2.68%2025-12-312026-01-08 FNDE SCHWAB STRATEGIC TR14.6K shares10.99%2025-12-312026-01-08 PODD INSULET CORP1.8K shares-2.65%2025-12-312026-01-08 FNDA SCHWAB STRATEGIC TR16.5K shares2.90%2025-12-312026-01-08 HBAN HUNTINGTON BANCSHARES INC29.6K shares8.51%2025-12-312026-01-08 CPRT COPART INC14.0K shares-18.00%2025-12-312026-01-08 A AGILENT TECHNOLOGIES INC3.6K shares-0.63%2025-12-312026-01-08 NDAQ NASDAQ INC5.2K shares9.98%2025-12-312026-01-08 FANG DIAMONDBACK ENERGY INC3.7K shares1.36%2025-12-312026-01-08 FITB FIFTH THIRD BANCORP10.7K shares4.04%2025-12-312026-01-08 IR INGERSOLL RAND INC6.4K shares6.29%2025-12-312026-01-08 TSN TYSON FOODS INC9.3K shares83.08%2025-12-312026-01-08 BIIB BIOGEN INC2.8K shares4.22%2025-12-312026-01-08 SPTI SPDR SERIES TRUST18.0K sharesnew addition2025-12-312026-01-08 SONY SONY GROUP CORP20.7K shares5.03%2025-12-312026-01-08 SNSR GLOBAL X FDS13.7K shares0.00%2025-12-312026-01-08 EFX EQUIFAX INC2.4K shares-18.08%2025-12-312026-01-08 AMKR AMKOR TECHNOLOGY INC9.7K shares6.64%2025-12-312026-01-08 WSM WILLIAMS SONOMA INC2.7K shares10.77%2025-12-312026-01-08 LNC LINCOLN NATL CORP IND11.5K shares5.70%2025-12-312026-01-08 DOV DOVER CORP2.6K shares0.83%2025-12-312026-01-08 SHOP SHOPIFY INC3.1K shares18.42%2025-12-312026-01-08 AM ANTERO MIDSTREAM CORP29.5K shares-1.32%2025-12-312026-01-08 IBKR INTERACTIVE BROKERS GROUP IN7.1K shares3.38%2025-12-312026-01-08 TM TOYOTA MOTOR CORP2.4K shares5.99%2025-12-312026-01-08 WAB WABTEC2.3K shares3.47%2025-12-312026-01-08 VMC VULCAN MATLS CO1.7K shares-0.58%2025-12-312026-01-08 F FORD MTR CO36.6K shares3.12%2025-12-312026-01-08 ZS ZSCALER INC2.2K shares2.89%2025-12-312026-01-08 PWZ INVESCO EXCH TRADED FD TR II20.7K sharesnew addition2025-12-312026-01-08 SLB SLB LIMITED11.8K shares23.68%2025-12-312026-01-08 MSTR STRATEGY INC3.1K shares-24.60%2025-12-312026-01-08 MUFG MITSUBISHI UFJ FINL GROUP IN30.3K shares4.81%2025-12-312026-01-08 DRVN DRIVEN BRANDS HLDGS INC34.0K shares-5.06%2025-12-312026-01-08 NTAP NETAPP INC4.8K shares-0.75%2025-12-312026-01-08 IHI ISHARES TR7.7K shares0.00%2025-12-312026-01-08 SPYG SPDR SERIES TRUST4.6K shares-12.94%2025-12-312026-01-08 RKT ROCKET COS INC23.3K shares6.39%2025-12-312026-01-08 VUSB VANGUARD BD INDEX FDS9.9K shares-51.71%2025-12-312026-01-08 PEG PUBLIC SVC ENTERPRISE GRP IN6.3K shares0.05%2025-12-312026-01-08 MGK VANGUARD WORLD FD1.2K shares-0.34%2025-12-312026-01-08 BHP BHP GROUP LTD7.7K shares11.29%2025-12-312026-01-08 AA ALCOA CORP7.8K shares10.79%2025-12-312026-01-08 EWBC EAST WEST BANCORP INC4.2K shares2.81%2025-12-312026-01-08 U UNITY SOFTWARE INC10.7K shares-3.26%2025-12-312026-01-08 SAN BANCO SANTANDER SA41.1K shares4.89%2025-12-312026-01-08 VDE VANGUARD WORLD FD3.8K shares0.53%2025-12-312026-01-08 DGX QUEST DIAGNOSTICS INC2.7K shares-7.65%2025-12-312026-01-08 OTIS OTIS WORLDWIDE CORP5.4K shares-1.54%2025-12-312026-01-08 DFAX DIMENSIONAL ETF TRUST14.2K shares64.62%2025-12-312026-01-08 DFAT DIMENSIONAL ETF TRUST7.8K shares0.10%2025-12-312026-01-08 WBS WEBSTER FINL CORP7.3K shares-2.95%2025-12-312026-01-08 LHX L3HARRIS TECHNOLOGIES INC1.5K shares3.46%2025-12-312026-01-08 RL RALPH LAUREN CORP1.3K shares17.32%2025-12-312026-01-08 EMLP FIRST TR EXCHANGE-TRADED FD12.6K shares-48.55%2025-12-312026-01-08 ALNY ALNYLAM PHARMACEUTICALS INC1.1K shares5.50%2025-12-312026-01-08 UBS UBS GROUP AG9.9K shares6.54%2025-12-312026-01-08 CNC CENTENE CORP DEL10.2K shares12.89%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available