The Analysis of West Branch Capital LLC's Holdings

Currently, West Branch Capital LLC holds 415 types of securities in its portfolio with a total value $388.1M. In the most recent quarter, they have increased their positions in NFLX (+26.6K shares, valued at $2.5M), CAT (+1.4K shares, valued at $781.4K), MU (+2.7K shares, valued at $758.0K); decreased their positions in N/A (-15.9K shares, valued at $1.7M), N/A (-3.4K shares, valued at $1.5M), PEP (-8.6K shares, valued at $1.2M); initiated new positions in MU (+2.7K shares, valued at $758.0K), XBI (+1.0K shares, valued at $121.9K), CINF (+296 shares, valued at $48.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC150.9K shares-0.84%2025-12-312026-01-16

NVDA NVIDIA CORPORATION213.4K shares-1.18%2025-12-312026-01-16

ALPHABET INC ALPHABET INC91.8K shares2.24%2025-12-312026-01-16

MSFT MICROSOFT CORP56.0K shares0.63%2025-12-312026-01-16

AMZN AMAZON COM INC92.9K shares-0.93%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR30.1K shares-0.42%2025-12-312026-01-16

MOG.B MOOG INC60.1K shares0.00%2025-12-312026-01-16

BROADCOM INC BROADCOM INC31.9K shares0.51%2025-12-312026-01-16

Sponsored

JPM JPMORGAN CHASE & CO.34.0K shares0.45%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO64.8K shares0.89%2025-12-312026-01-16

LLY ELI LILLY & CO8.5K shares1.12%2025-12-312026-01-16

WMT WALMART INC76.1K shares0.76%2025-12-312026-01-16

ORCL ORACLE CORP41.9K shares2.81%2025-12-312026-01-16

META META PLATFORMS INC11.7K shares3.82%2025-12-312026-01-16

V VISA INC21.9K shares1.52%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON33.5K shares1.31%2025-12-312026-01-16

Sponsored

ABBV ABBVIE INC30.1K shares0.41%2025-12-312026-01-16

IVV ISHARES TR9.1K shares0.20%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.2K shares0.26%2025-12-312026-01-16

TSLA TESLA INC11.5K shares5.07%2025-12-312026-01-16

HD HOME DEPOT INC14.3K shares0.67%2025-12-312026-01-16

MA MASTERCARD INCORPORATED8.3K shares2.51%2025-12-312026-01-16

XOM EXXON MOBIL CORP38.0K shares0.67%2025-12-312026-01-16

CSCO CISCO SYS INC53.7K shares2.00%2025-12-312026-01-16

Sponsored

UNH UNITEDHEALTH GROUP INC11.2K shares-16.32%2025-12-312026-01-16

BAC BANK AMERICA CORP66.6K shares2.45%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW3.9K shares3.07%2025-12-312026-01-16

KO COCA COLA CO46.3K shares3.17%2025-12-312026-01-16

MCD MCDONALDS CORP10.2K shares-6.42%2025-12-312026-01-16

NFLX NETFLIX INC29.5K shares902.21%2025-12-312026-01-16

WFC WELLS FARGO CO NEW28.5K shares5.46%2025-12-312026-01-16

CVX CHEVRON CORP NEW16.2K shares6.60%2025-12-312026-01-16

Sponsored

ABT ABBOTT LABS19.0K shares-6.05%2025-12-312026-01-16

ALPHABET INC ALPHABET INC7.0K shares-2.09%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS7.1K shares8.09%2025-12-312026-01-16

BKNG BOOKING HOLDINGS INC342 shares-5.26%2025-12-312026-01-16

CRM SALESFORCE INC6.9K shares-8.56%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE5.8K shares11.17%2025-12-312026-01-16

MOG.A MOOG INC7.3K shares-3.93%2025-12-312026-01-16

TMUS T-MOBILE US INC8.3K shares-7.82%2025-12-312026-01-16

Sponsored

PLTR PALANTIR TECHNOLOGIES INC7.4K shares58.24%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC7.9K shares13.49%2025-12-312026-01-16

TMO THERMO FISHER SCIENTIFIC INC2.1K shares-8.98%2025-12-312026-01-16

MS MORGAN STANLEY6.3K shares67.97%2025-12-312026-01-16

AXP AMERICAN EXPRESS CO3.0K shares58.33%2025-12-312026-01-16

CAT CATERPILLAR INC1.8K shares323.99%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC4.7K shares92.43%2025-12-312026-01-16

VBR VANGUARD INDEX FDS4.4K shares-21.77%2025-12-312026-01-16

Sponsored

BLACKROCK INC BLACKROCK INC727 shares-36.23%2025-12-312026-01-16

MU MICRON TECHNOLOGY INC2.7K sharesnew addition2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC816 shares-14.55%2025-12-312026-01-16

GLTR ABRDN PRECIOUS METALS BASKET3.0K shares0.00%2025-12-312026-01-16

MTB M & T BK CORP2.7K shares-14.43%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC5.2K shares-75.24%2025-12-312026-01-16

ISHARES GOLD TR ISHARES GOLD TR6.6K shares0.00%2025-12-312026-01-16

RTX RTX CORPORATION2.9K shares122.46%2025-12-312026-01-16

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.1K shares-41.23%2025-12-312026-01-16

SCHG SCHWAB STRATEGIC TR14.9K shares0.06%2025-12-312026-01-16

LMT LOCKHEED MARTIN CORP965 shares-8.44%2025-12-312026-01-16

ETFS GOLD TR ETFS GOLD TR10.9K shares0.00%2025-12-312026-01-16

BA BOEING CO2.0K shares-50.00%2025-12-312026-01-16

ACWX ISHARES TR6.4K shares-2.58%2025-12-312026-01-16

ISRG INTUITIVE SURGICAL INC728 shares-1.09%2025-12-312026-01-16

PEP PEPSICO INC2.8K shares-75.51%2025-12-312026-01-16

Sponsored

IUSG ISHARES TR2.2K shares-10.06%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.00%2025-12-312026-01-16

AMGN AMGEN INC1.1K shares-10.84%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS528 shares-2.58%2025-12-312026-01-16

ATRO ASTRONICS CORP5.7K shares0.00%2025-12-312026-01-16

IVE ISHARES TR1.4K shares0.00%2025-12-312026-01-16

CSX CSX CORP7.5K shares-0.33%2025-12-312026-01-16

VYM VANGUARD WHITEHALL FDS1.9K shares-36.01%2025-12-312026-01-16

Sponsored

GILD GILEAD SCIENCES INC2.2K shares0.18%2025-12-312026-01-16

ITOT ISHARES TR1.8K shares-46.70%2025-12-312026-01-16

HYG ISHARES TR3.2K shares-22.51%2025-12-312026-01-16

GM GENERAL MTRS CO3.2K shares-2.10%2025-12-312026-01-16

IWF ISHARES TR538 shares0.00%2025-12-312026-01-16

AGG ISHARES TR2.4K shares-28.06%2025-12-312026-01-16

QCOM QUALCOMM INC1.4K shares0.00%2025-12-312026-01-16

SPGP INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2025-12-312026-01-16

Sponsored

GLD SPDR GOLD TR562 shares-8.17%2025-12-312026-01-16

UNM UNUM GROUP2.7K shares0.00%2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.6K shares-5.80%2025-12-312026-01-16

IWD ISHARES TR900 shares0.00%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC586 shares-21.45%2025-12-312026-01-16

CITIGROUP INC CITIGROUP INC1.5K shares203.25%2025-12-312026-01-16

KLAC KLA CORP141 shares0.00%2025-12-312026-01-16

VTI VANGUARD INDEX FDS499 shares-53.19%2025-12-312026-01-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR257 shares0.00%2025-12-312026-01-16

BMY BRISTOL-MYERS SQUIBB CO2.8K shares3.08%2025-12-312026-01-16

NSC NORFOLK SOUTHN CORP525 shares-8.06%2025-12-312026-01-16

UNP UNION PAC CORP617 shares-39.33%2025-12-312026-01-16

LINDE PLC LINDE PLC329 shares-91.23%2025-12-312026-01-16

MCHP MICROCHIP TECHNOLOGY INC.2.1K shares-42.87%2025-12-312026-01-16

IVW ISHARES TR1.1K shares0.09%2025-12-312026-01-16

PLD PROLOGIS INC.991 shares-17.28%2025-12-312026-01-16

Sponsored

VGT VANGUARD WORLD FD167 shares0.00%2025-12-312026-01-16

XBI SPDR SERIES TRUST1.0K sharesnew addition2025-12-312026-01-16

OEF ISHARES TR347 shares-43.39%2025-12-312026-01-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP352 shares0.00%2025-12-312026-01-16

FLDR FIDELITY MERRIMACK STR TR2.4K shares0.99%2025-12-312026-01-16

ADBE ADOBE INC337 shares-59.50%2025-12-312026-01-16

EIPI FIRST TR EXCHNG TRADED FD VI5.9K shares0.00%2025-12-312026-01-16

EMR EMERSON ELEC CO880 shares0.00%2025-12-312026-01-16

Sponsored

XLK SELECT SECTOR SPDR TR792 shares78.78%2025-12-312026-01-16

AJG GALLAGHER ARTHUR J & CO429 shares-14.71%2025-12-312026-01-16

FNCL FIDELITY COVINGTON TRUST1.4K shares0.00%2025-12-312026-01-16

PFE PFIZER INC4.4K shares0.00%2025-12-312026-01-16

PNC PNC FINL SVCS GROUP INC510 shares20.00%2025-12-312026-01-16

SHEL SHELL PLC1.4K shares0.00%2025-12-312026-01-16

T AT&T INC4.2K shares-58.31%2025-12-312026-01-16

GEV GE VERNOVA INC148 shares0.00%2025-12-312026-01-16

Sponsored

DGRO ISHARES TR1.4K shares-49.69%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS1.5K shares0.00%2025-12-312026-01-16

APD AIR PRODS & CHEMS INC382 shares0.00%2025-12-312026-01-16

CNI CANADIAN NATL RY CO950 shares0.00%2025-12-312026-01-16

GLW CORNING INC1.1K shares-48.23%2025-12-312026-01-16

THE CIGNA GROUP THE CIGNA GROUP339 shares0.00%2025-12-312026-01-16

XLY SELECT SECTOR SPDR TR748 shares100.00%2025-12-312026-01-16

VZ VERIZON COMMUNICATIONS INC2.2K shares49.93%2025-12-312026-01-16

Sponsored

RCL ROYAL CARIBBEAN GROUP300 shares0.00%2025-12-312026-01-16

NOW SERVICENOW INC535 shares85.12%2025-12-312026-01-16

CEG CONSTELLATION ENERGY CORP229 shares51.66%2025-12-312026-01-16

ASML ASML HOLDING N V74 shares0.00%2025-12-312026-01-16

ED CONSOLIDATED EDISON INC750 shares-11.76%2025-12-312026-01-16

ALL ALLSTATE CORP346 shares0.00%2025-12-312026-01-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL257 shares-11.99%2025-12-312026-01-16

DAL DELTA AIR LINES INC DEL1.0K shares9900.00%2025-12-312026-01-16

Sponsored

NEE NEXTERA ENERGY INC850 shares0.00%2025-12-312026-01-16

SCHF SCHWAB STRATEGIC TR2.7K shares0.00%2025-12-312026-01-16

RSG REPUBLIC SVCS INC300 shares0.00%2025-12-312026-01-16

XLC SELECT SECTOR SPDR TR499 shares0.00%2025-12-312026-01-16

MDLZ MONDELEZ INTL INC1.1K shares0.00%2025-12-312026-01-16

BP BP PLC1.6K shares-12.32%2025-12-312026-01-16

VONE VANGUARD SCOTTSDALE FDS179 shares0.00%2025-12-312026-01-16

EIS ISHARES INC500 shares0.00%2025-12-312026-01-16

Sponsored

SYY SYSCO CORP743 shares-38.60%2025-12-312026-01-16

MO ALTRIA GROUP INC906 shares-28.21%2025-12-312026-01-16

FDN FIRST TR EXCHANGE-TRADED FD194 shares0.00%2025-12-312026-01-16

AMP AMERIPRISE FINL INC105 shares-48.78%2025-12-312026-01-16

CINF CINCINNATI FINL CORP296 sharesnew addition2025-12-312026-01-16

MKC MCCORMICK & CO INC700 shares0.00%2025-12-312026-01-16

CVS CVS HEALTH CORP590 shares-7.81%2025-12-312026-01-16

LAM RESEARCH CORP LAM RESEARCH CORP272 shares2620.00%2025-12-312026-01-16

Sponsored

HON HONEYWELL INTL INC235 shares0.00%2025-12-312026-01-16

IJR ISHARES TR375 shares-30.56%2025-12-312026-01-16

VXF VANGUARD INDEX FDS193 shares0.00%2025-12-312026-01-16

BSCR INVESCO EXCH TRD SLF IDX FD2.0K shares0.40%2025-12-312026-01-16

SPGI S&P GLOBAL INC75 shares-16.67%2025-12-312026-01-16

AFL AFLAC INC353 shares-43.25%2025-12-312026-01-16

TXN TEXAS INSTRS INC224 shares-1.75%2025-12-312026-01-16

IXN ISHARES TR353 shares0.00%2025-12-312026-01-16

Sponsored

PH PARKER-HANNIFIN CORP40 shares0.00%2025-12-312026-01-16

VOE VANGUARD INDEX FDS194 shares0.00%2025-12-312026-01-16

VST VISTRA CORP200 shares0.00%2025-12-312026-01-16

EMB ISHARES TR335 shares0.00%2025-12-312026-01-16

ES EVERSOURCE ENERGY478 shares0.00%2025-12-312026-01-16

PAYX PAYCHEX INC280 shares-48.24%2025-12-312026-01-16

CARR CARRIER GLOBAL CORPORATION590 shares0.00%2025-12-312026-01-16

OLLI OLLIES BARGAIN OUTLET HLDGS283 shares0.00%2025-12-312026-01-16

Sponsored

UTG REAVES UTIL INCOME FD843 shares0.36%2025-12-312026-01-16

AAL AMERICAN AIRLS GROUP INC2.0K sharesnew addition2025-12-312026-01-16

MDY SPDR S&P MIDCAP 400 ETF TR50 shares0.00%2025-12-312026-01-16

IEMG ISHARES INC448 shares0.00%2025-12-312026-01-16

LOW LOWES COS INC124 shares0.00%2025-12-312026-01-16

VLO VALERO ENERGY CORP182 shares-24.17%2025-12-312026-01-16

ROK ROCKWELL AUTOMATION INC75 shares0.00%2025-12-312026-01-16

SHY ISHARES TR335 shares1.21%2025-12-312026-01-16

Sponsored

UTWO RBB FD INC563 shares1.08%2025-12-312026-01-16

IBKR INTERACTIVE BROKERS GROUP IN420 shares0.00%2025-12-312026-01-16

RBC RBC BEARINGS INC60 shares0.00%2025-12-312026-01-16

ADI ANALOG DEVICES INC99 shares-51.71%2025-12-312026-01-16

WM WASTE MGMT INC DEL120 shares0.00%2025-12-312026-01-16

PLOW DOUGLAS DYNAMICS INC800 shares0.00%2025-12-312026-01-16

AMT AMERICAN TOWER CORP NEW145 shares0.00%2025-12-312026-01-16

SWKS SKYWORKS SOLUTIONS INC400 shares-1.48%2025-12-312026-01-16

Sponsored

NI NISOURCE INC606 shares0.33%2025-12-312026-01-16

DRI DARDEN RESTAURANTS INC136 shares0.00%2025-12-312026-01-16

CNC CENTENE CORP DEL604 shares0.00%2025-12-312026-01-16

IBIT ISHARES BITCOIN TRUST ETF479 sharesnew addition2025-12-312026-01-16

MMT MFS MULTIMARKET INCOME TR5.0K shares400.00%2025-12-312026-01-16

IRM IRON MTN INC DEL275 shares0.00%2025-12-312026-01-16

ORLY OREILLY AUTOMOTIVE INC250 shares0.00%2025-12-312026-01-16

IEF ISHARES TR232 shares0.87%2025-12-312026-01-16

Sponsored

VOOG VANGUARD ADMIRAL FDS INC50 shares0.00%2025-12-312026-01-16

PFO FLAHERTY & CRUMRINE PFD INCO2.3K shares1.52%2025-12-312026-01-16

WST WEST PHARMACEUTICAL SVSC INC80 shares0.00%2025-12-312026-01-16

BSCS INVESCO EXCH TRD SLF IDX FD1.1K shares0.38%2025-12-312026-01-16

UPS UNITED PARCEL SERVICE INC220 shares10.00%2025-12-312026-01-16

IT GARTNER INC85 shares0.00%2025-12-312026-01-16

EVV EATON VANCE LIMITED DURATION2.1K shares0.72%2025-12-312026-01-16

IJH ISHARES TR300 shares-23.08%2025-12-312026-01-16

Sponsored

HSY HERSHEY CO108 shares-51.79%2025-12-312026-01-16

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN871 shares2.23%2025-12-312026-01-16

IWO ISHARES TR60 shares-31.82%2025-12-312026-01-16

NUE NUCOR CORP118 shares0.00%2025-12-312026-01-16

IBB ISHARES TR114 shares0.00%2025-12-312026-01-16

KMB KIMBERLY-CLARK CORP184 shares0.55%2025-12-312026-01-16

TLT ISHARES TR209 shares1.46%2025-12-312026-01-16

CB CHUBB LIMITED58 shares0.00%2025-12-312026-01-16

Sponsored

RB GLOBAL INC RB GLOBAL INC175 shares0.00%2025-12-312026-01-16

BSCU INVESCO EXCH TRD SLF IDX FD1.1K shares0.38%2025-12-312026-01-16

SO SOUTHERN CO205 shares-12.77%2025-12-312026-01-16

RIVN RIVIAN AUTOMOTIVE INC902 shares0.00%2025-12-312026-01-16

HLN HALEON PLC1.7K shares0.00%2025-12-312026-01-16

AEM AGNICO EAGLE MINES LTD101 shares0.00%2025-12-312026-01-16

ADM ARCHER DANIELS MIDLAND CO292 shares-57.99%2025-12-312026-01-16

OTIS OTIS WORLDWIDE CORP192 shares-17.24%2025-12-312026-01-16

Sponsored

CSM PROSHARES TR207 shares0.00%2025-12-312026-01-16

BHK BLACKROCK CORE BD TR1.7K shares45.79%2025-12-312026-01-16

RPM RPM INTL INC155 shares0.00%2025-12-312026-01-16

ECL ECOLAB INC60 shares0.00%2025-12-312026-01-16

TRV TRAVELERS COMPANIES INC54 shares-69.83%2025-12-312026-01-16

CAH CARDINAL HEALTH INC75 shares-50.00%2025-12-312026-01-16

SGVT SCHWAB STRATEGIC TR151 sharesnew addition2025-12-312026-01-16

UNILEVER PLC UNILEVER PLC231 sharesnew addition2025-12-312026-01-16

Sponsored

PSA PUBLIC STORAGE OPER CO57 shares0.00%2025-12-312026-01-16

SCCO SOUTHERN COPPER CORP101 shares0.00%2025-12-312026-01-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND53 shares-98.33%2025-12-312026-01-16

FIVE FIVE BELOW INC75 shares0.00%2025-12-312026-01-16

MNST MONSTER BEVERAGE CORP NEW184 shares0.00%2025-12-312026-01-16

IWP ISHARES TR103 shares-27.97%2025-12-312026-01-16

WSO WATSCO INC41 shares0.00%2025-12-312026-01-16

SKYY FIRST TR EXCHANGE TRADED FD106 shares0.00%2025-12-312026-01-16

Sponsored

NVS NOVARTIS AG100 shares0.00%2025-12-312026-01-16

EIPX FIRST TR EXCHANGE-TRADED FD520 shares-50.00%2025-12-312026-01-16

ZBRA ZEBRA TECHNOLOGIES CORPORATI56 shares0.00%2025-12-312026-01-16

MQY BLACKROCK MUNIYILD QULT FD I1.2K shares0.00%2025-12-312026-01-16

ZROZ PIMCO ETF TR209 shares0.97%2025-12-312026-01-16

IVLU ISHARES TR350 shares0.00%2025-12-312026-01-16

NDSN NORDSON CORP55 shares0.00%2025-12-312026-01-16

HEI HEICO CORP NEW40 shares0.00%2025-12-312026-01-16

Sponsored

INTC INTEL CORP347 shares88.59%2025-12-312026-01-16

EW EDWARDS LIFESCIENCES CORP150 sharesnew addition2025-12-312026-01-16

SPG SIMON PPTY GROUP INC NEW69 shares0.00%2025-12-312026-01-16

EQR EQUITY RESIDENTIAL200 shares0.00%2025-12-312026-01-16

SSNC SS&C TECHNOLOGIES HLDGS INC142 shares0.00%2025-12-312026-01-16

CAG CONAGRA BRANDS INC715 shares0.00%2025-12-312026-01-16

TYG TORTOISE ENERGY INFRA CORP297 sharesnew addition2025-12-312026-01-16

CROWN CASTLE INC CROWN CASTLE INC135 shares0.00%2025-12-312026-01-16

Sponsored

IYW ISHARES TR60 shares0.00%2025-12-312026-01-16

BKR BAKER HUGHES COMPANY262 shares0.00%2025-12-312026-01-16

FTNT FORTINET INC150 shares0.00%2025-12-312026-01-16

PFXF VANECK ETF TRUST674 shares2.74%2025-12-312026-01-16

COF CAPITAL ONE FINL CORP49 shares0.00%2025-12-312026-01-16

BSMR INVESCO EXCH TRD SLF IDX FD500 shares0.00%2025-12-312026-01-16

EXPO EXPONENT INC170 shares0.00%2025-12-312026-01-16

PSX PHILLIPS 6692 shares-66.55%2025-12-312026-01-16

Sponsored

TAN INVESCO EXCH TRADED FD TR II239 shares0.00%2025-12-312026-01-16

SGDM SPROTT ETF TRUST168 shares-36.84%2025-12-312026-01-16

NFG NATIONAL FUEL GAS CO142 shares0.00%2025-12-312026-01-16

XLG INVESCO EXCHANGE TRADED FD T190 shares0.00%2025-12-312026-01-16

TJX TJX COS INC NEW73 shares0.00%2025-12-312026-01-16

BR BROADRIDGE FINL SOLUTIONS IN50 shares0.00%2025-12-312026-01-16

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COP CONOCOPHILLIPS117 shares-48.00%2025-12-312026-01-16

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BDX BECTON DICKINSON & CO51 shares0.00%2025-12-312026-01-16

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AWK AMERICAN WTR WKS CO INC NEW72 shares0.00%2025-12-312026-01-16

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KR KROGER CO111 shares0.00%2025-12-312026-01-16

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EIM EATON VANCE MUN BD FD500 shares66.67%2025-12-312026-01-16

HPE HEWLETT PACKARD ENTERPRISE C200 shares0.00%2025-12-312026-01-16

NET CLOUDFLARE INC24 shares0.00%2025-12-312026-01-16

Z ZILLOW GROUP INC66 shares0.00%2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR162 shares-75.57%2025-12-312026-01-16

IVOL KRANESHARES TRUST230 shares-54.00%2025-12-312026-01-16

BABA ALIBABA GROUP HLDG LTD30 shares0.00%2025-12-312026-01-16

POWW OUTDOOR HOLDING CO2.5K shares0.00%2025-12-312026-01-16

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TOST TOAST INC116 shares0.00%2025-12-312026-01-16

DFAE DIMENSIONAL ETF TRUST125 shares0.00%2025-12-312026-01-16

FV FIRST TR EXCHANGE TRADED FD64 shares0.00%2025-12-312026-01-16

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NVO NOVO-NORDISK A S78 shares0.00%2025-12-312026-01-16

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VTRS VIATRIS INC293 shares0.00%2025-12-312026-01-16

BLMN BLOOMIN BRANDS INC564 shares0.00%2025-12-312026-01-16

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URI UNITED RENTALS INC4 shares0.00%2025-12-312026-01-16

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GT GOODYEAR TIRE & RUBR CO329 shares0.00%2025-12-312026-01-16

VV VANGUARD INDEX FDS9 shares0.00%2025-12-312026-01-16

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MSI MOTOROLA SOLUTIONS INC6 shares0.00%2025-12-312026-01-16

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VSTS VESTIS CORPORATION318 shares0.00%2025-12-312026-01-16

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PSEC PROSPECT CAP CORP558 shares3.53%2025-12-312026-01-16

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HLI HOULIHAN LOKEY INC7 shares0.00%2025-12-312026-01-16

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MAR MARRIOTT INTL INC NEW3 shares-62.50%2025-12-312026-01-16

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UE URBAN EDGE PPTYS47 shares0.00%2025-12-312026-01-16

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CTAS CINTAS CORP4 shares0.00%2025-12-312026-01-16

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SOLV SOLVENTUM CORP8 sharesnew addition2025-12-312026-01-16

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REZI RESIDEO TECHNOLOGIES INC17 shares0.00%2025-12-312026-01-16

Sponsored

LHX L3HARRIS TECHNOLOGIES INC2 shares-96.61%2025-12-312026-01-16

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DVY ISHARES TR4 shares0.00%2025-12-312026-01-16

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KKR & CO INC KKR & CO INC3 shares0.00%2025-12-312026-01-16

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Sponsored

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EVRG EVERGY INC4 shares0.00%2025-12-312026-01-16

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SLB SLB LIMITED7 shares0.00%2025-12-312026-01-16

Sponsored

AS AMER SPORTS INC7 shares-99.30%2025-12-312026-01-16

RDN RADIAN GROUP INC7 shares0.00%2025-12-312026-01-16

SAP SAP SE1 shares0.00%2025-12-312026-01-16

LNG CHENIERE ENERGY INC1 shares0.00%2025-12-312026-01-16

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KD KYNDRYL HLDGS INC8 sharesnew addition2025-12-312026-01-16

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Sponsored

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Sponsored

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IP INTERNATIONAL PAPER CO3 shares-88.89%2025-12-312026-01-16

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KPTI KARYOPHARM THERAPEUTICS INC3 shares0.00%2025-12-312026-01-16

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Put Option Holdings

No put option holdings data available