The Analysis of Advisor OS, LLC's Holdings

Currently, Advisor OS, LLC holds 489 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BKDV (+830.9K shares, valued at $24.1M), PYLD (+416.4K shares, valued at $11.1M), VONV (+116.3K shares, valued at $10.7M); decreased their positions in IWD (-176.7K shares, valued at $37.2M), SPMD (-106.4K shares, valued at $6.2M), CLIP (-54.8K shares, valued at $5.5M); initiated new positions in PYLD (+416.4K shares, valued at $11.1M), VONV (+116.3K shares, valued at $10.7M), SAMT (+80.0K shares, valued at $3.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS173.7K shares5.04%2025-12-312026-02-04

MINT PIMCO ETF TR826.8K shares1.61%2025-12-312026-02-04

VIG VANGUARD SPECIALIZED FUNDS303.4K shares4.27%2025-12-312026-02-04

JAAA JANUS DETROIT STR TR1.1M shares-3.39%2025-12-312026-02-04

AAPL APPLE INC169.8K shares1.02%2025-12-312026-02-04

CLIP GLOBAL X FDS355.1K shares-13.37%2025-12-312026-02-04

BASG ADVISORS INNER CIRCLE FD III1.3M shares-3.94%2025-12-312026-02-04

NOC NORTHROP GRUMMAN CORP48.6K shares0.03%2025-12-312026-02-04

Sponsored

VEA VANGUARD TAX-MANAGED FDS435.0K shares8.38%2025-12-312026-02-04

NVDA NVIDIA CORPORATION141.0K shares-2.95%2025-12-312026-02-04

BKDV BNY MELLON ETF TRUST II838.8K shares10446.17%2025-12-312026-02-04

IWF ISHARES TR45.2K shares13.14%2025-12-312026-02-04

MSFT MICROSOFT CORP43.2K shares2.58%2025-12-312026-02-04

SPYM SPDR SERIES TRUST239.6K shares-2.88%2025-12-312026-02-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T94.9K shares5.19%2025-12-312026-02-04

VTI VANGUARD INDEX FDS54.2K shares-3.51%2025-12-312026-02-04

Sponsored

AMZN AMAZON COM INC51.2K shares1.47%2025-12-312026-02-04

ALPHABET INC ALPHABET INC36.1K shares8.80%2025-12-312026-02-04

PYLD PIMCO ETF TR416.4K sharesnew addition2025-12-312026-02-04

FTHI FIRST TR EXCHANGE TRADED FD457.8K shares13.00%2025-12-312026-02-04

VONV VANGUARD SCOTTSDALE FDS116.3K sharesnew addition2025-12-312026-02-04

SPY SPDR S&P 500 ETF TR15.3K shares-2.03%2025-12-312026-02-04

JNJ JOHNSON & JOHNSON48.5K shares-0.17%2025-12-312026-02-04

TCHP T ROWE PRICE ETF INC189.7K shares-1.39%2025-12-312026-02-04

Sponsored

VO VANGUARD INDEX FDS30.6K shares449.34%2025-12-312026-02-04

VXF VANGUARD INDEX FDS41.7K shares-0.06%2025-12-312026-02-04

ICSH ISHARES TR158.6K shares0.11%2025-12-312026-02-04

AVUV AMERICAN CENTY ETF TR76.2K shares-5.92%2025-12-312026-02-04

JPM JPMORGAN CHASE & CO.24.0K shares17.15%2025-12-312026-02-04

ISPY PROSHARES TR166.8K shares4.62%2025-12-312026-02-04

SPYG SPDR SERIES TRUST69.5K shares51.15%2025-12-312026-02-04

LLY ELI LILLY & CO6.7K shares11.00%2025-12-312026-02-04

Sponsored

HDV ISHARES TR54.1K shares-5.35%2025-12-312026-02-04

GPIQ GOLDMAN SACHS ETF TR117.7K shares13.02%2025-12-312026-02-04

SPSM SPDR SERIES TRUST131.2K shares11.02%2025-12-312026-02-04

META META PLATFORMS INC8.8K shares-2.56%2025-12-312026-02-04

BROADCOM INC BROADCOM INC15.8K shares25.91%2025-12-312026-02-04

ALPHABET INC ALPHABET INC16.5K shares1.81%2025-12-312026-02-04

ACWI ISHARES TR36.4K shares4.01%2025-12-312026-02-04

SPDW SPDR INDEX SHS FDS115.6K shares41.70%2025-12-312026-02-04

Sponsored

SCHZ SCHWAB STRATEGIC TR218.3K shares-0.16%2025-12-312026-02-04

ABBV ABBVIE INC21.0K shares18.85%2025-12-312026-02-04

SPYV SPDR SERIES TRUST84.3K shares254.51%2025-12-312026-02-04

MERCK & CO INC MERCK & CO INC42.3K shares19.22%2025-12-312026-02-04

FTLS FIRST TR EXCH TRADED FD III62.4K shares138.98%2025-12-312026-02-04

VEU VANGUARD INTL EQUITY INDEX F59.0K shares-4.77%2025-12-312026-02-04

SPTM SPDR SERIES TRUST52.1K shares4.25%2025-12-312026-02-04

WMT WALMART INC38.1K shares7.11%2025-12-312026-02-04

Sponsored

VB VANGUARD INDEX FDS16.1K shares5.15%2025-12-312026-02-04

TSLA TESLA INC9.1K shares2.23%2025-12-312026-02-04

VYM VANGUARD WHITEHALL FDS28.2K shares-9.87%2025-12-312026-02-04

FBND FIDELITY MERRIMACK STR TR88.0K shares21.39%2025-12-312026-02-04

VUG VANGUARD INDEX FDS7.8K shares2.47%2025-12-312026-02-04

PG PROCTER AND GAMBLE CO26.3K shares9.41%2025-12-312026-02-04

V VISA INC10.5K shares7.63%2025-12-312026-02-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.3K shares-0.51%2025-12-312026-02-04

Sponsored

BOND PIMCO ETF TR37.1K shares160.98%2025-12-312026-02-04

AGG ISHARES TR34.5K shares-11.37%2025-12-312026-02-04

MCD MCDONALDS CORP11.0K shares4.79%2025-12-312026-02-04

SPYD SPDR SERIES TRUST74.4K shares-1.45%2025-12-312026-02-04

KO COCA COLA CO44.6K shares13.53%2025-12-312026-02-04

SAMT ADVISORS INNER CIRCLE FD III80.0K sharesnew addition2025-12-312026-02-04

RTX RTX CORPORATION16.4K shares15.20%2025-12-312026-02-04

RSPA INVESCO ACTIVELY MANAGED EXC58.4K shares56.26%2025-12-312026-02-04

Sponsored

IBM INTERNATIONAL BUSINESS MACHS9.9K shares5.20%2025-12-312026-02-04

TSM TAIWAN SEMICONDUCTOR MFG LTD9.5K shares5.26%2025-12-312026-02-04

XOM EXXON MOBIL CORP23.6K shares7.37%2025-12-312026-02-04

GBDC GOLUB CAP BDC INC208.9K shares2.79%2025-12-312026-02-04

IVV ISHARES TR4.1K shares-7.68%2025-12-312026-02-04

XLK SELECT SECTOR SPDR TR19.5K shares83.69%2025-12-312026-02-04

EAGL 2023 ETF SERIES TRUST85.7K shares-0.37%2025-12-312026-02-04

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD184.2K sharesnew addition2025-12-312026-02-04

Sponsored

COST COSTCO WHSL CORP NEW3.2K shares-0.53%2025-12-312026-02-04

CAT CATERPILLAR INC4.8K shares-8.63%2025-12-312026-02-04

EFA ISHARES TR28.6K shares4.23%2025-12-312026-02-04

BAC BANK AMERICA CORP47.8K shares8.82%2025-12-312026-02-04

SCHA SCHWAB STRATEGIC TR91.5K shares46.61%2025-12-312026-02-04

JPIB J P MORGAN EXCHANGE TRADED F52.9K shares374.04%2025-12-312026-02-04

MDYV SPDR SERIES TRUST30.3K shares173.65%2025-12-312026-02-04

EFAA INVESCO ACTIVELY MANAGED EXC47.0K shares52.66%2025-12-312026-02-04

Sponsored

MA MASTERCARD INCORPORATED4.2K shares3.19%2025-12-312026-02-04

UNH UNITEDHEALTH GROUP INC7.2K shares15.74%2025-12-312026-02-04

CSCO CISCO SYS INC30.3K shares12.42%2025-12-312026-02-04

MCK MCKESSON CORP2.8K shares29.33%2025-12-312026-02-04

RDDT REDDIT INC10.1K shares-16.78%2025-12-312026-02-04

INVESCO QQQ TR INVESCO QQQ TR3.8K shares8.91%2025-12-312026-02-04

GE AEROSPACE GE AEROSPACE7.4K shares-5.82%2025-12-312026-02-04

NSC NORFOLK SOUTHN CORP7.8K shares363.84%2025-12-312026-02-04

Sponsored

XLI SELECT SECTOR SPDR TR14.3K shares-12.08%2025-12-312026-02-04

CB CHUBB LIMITED7.1K shares0.34%2025-12-312026-02-04

CLOI VANECK ETF TRUST41.3K shares9.15%2025-12-312026-02-04

IWM ISHARES TR8.8K shares0.22%2025-12-312026-02-04

SLYG SPDR SERIES TRUST22.8K shares-0.71%2025-12-312026-02-04

XLC SELECT SECTOR SPDR TR17.8K shares-7.68%2025-12-312026-02-04

SPOT SPOTIFY TECHNOLOGY S A3.6K shares27.47%2025-12-312026-02-04

DFAC DIMENSIONAL ETF TRUST52.2K shares0.06%2025-12-312026-02-04

Sponsored

SPEM SPDR INDEX SHS FDS42.1K shares102.83%2025-12-312026-02-04

AXP AMERICAN EXPRESS CO5.3K shares-9.84%2025-12-312026-02-04

HD HOME DEPOT INC5.6K shares4.44%2025-12-312026-02-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.6K shares1.29%2025-12-312026-02-04

TFI SPDR SERIES TRUST42.4K shares2.81%2025-12-312026-02-04

XLU SELECT SECTOR SPDR TR44.6K sharesnew addition2025-12-312026-02-04

T AT&T INC75.4K shares-9.11%2025-12-312026-02-04

MDYG SPDR SERIES TRUST20.1K shares156.32%2025-12-312026-02-04

Sponsored

GOVT ISHARES TR78.9K shares629.55%2025-12-312026-02-04

SPIB SPDR SERIES TRUST52.9K shares345.46%2025-12-312026-02-04

WMB WILLIAMS COS INC29.0K shares-1.96%2025-12-312026-02-04

SO SOUTHERN CO19.2K shares5.52%2025-12-312026-02-04

SPTL SPDR SERIES TRUST63.0K shares481.32%2025-12-312026-02-04

AMGN AMGEN INC4.9K shares-6.62%2025-12-312026-02-04

ASML ASML HOLDING N V1.5K shares-0.53%2025-12-312026-02-04

GLD SPDR GOLD TR4.0K shares8.41%2025-12-312026-02-04

Sponsored

FLTR VANECK ETF TRUST61.7K shares12.19%2025-12-312026-02-04

GENM SPINNAKER ETF SERIES152.0K sharesnew addition2025-12-312026-02-04

VNT VONTIER CORPORATION40.2K shares27.66%2025-12-312026-02-04

CATH GLOBAL X FDS18.1K shares7.25%2025-12-312026-02-04

CASY CASEYS GEN STORES INC2.7K shares-9.00%2025-12-312026-02-04

FLEX FLEX LTD24.4K shares-19.31%2025-12-312026-02-04

CVX CHEVRON CORP NEW9.5K shares21.59%2025-12-312026-02-04

MGC VANGUARD WORLD FD5.7K shares-0.79%2025-12-312026-02-04

Sponsored

INTU INTUIT2.1K shares-4.79%2025-12-312026-02-04

CAH CARDINAL HEALTH INC6.9K shares-5.64%2025-12-312026-02-04

QCOM QUALCOMM INC8.2K shares-18.57%2025-12-312026-02-04

PEP PEPSICO INC9.8K shares7.12%2025-12-312026-02-04

DELL DELL TECHNOLOGIES INC11.1K shares9.71%2025-12-312026-02-04

DHR DANAHER CORPORATION6.1K shares1.97%2025-12-312026-02-04

WM WASTE MGMT INC DEL6.3K shares6.29%2025-12-312026-02-04

MEDTRONIC PLC MEDTRONIC PLC14.3K shares-3.59%2025-12-312026-02-04

Sponsored

MANH MANHATTAN ASSOCIATES INC7.9K shares28.73%2025-12-312026-02-04

IJR ISHARES TR11.3K shares-3.65%2025-12-312026-02-04

ABT ABBOTT LABS10.6K shares1.94%2025-12-312026-02-04

PWR QUANTA SVCS INC3.1K shares1.22%2025-12-312026-02-04

NFLX NETFLIX INC13.5K shares786.74%2025-12-312026-02-04

PM PHILIP MORRIS INTL INC7.8K shares2.84%2025-12-312026-02-04

CMI CUMMINS INC2.4K shares-0.25%2025-12-312026-02-04

DIS DISNEY WALT CO10.8K shares6.43%2025-12-312026-02-04

Sponsored

IGSB ISHARES TR23.0K shares0.56%2025-12-312026-02-04

APH AMPHENOL CORP NEW9.0K shares-5.93%2025-12-312026-02-04

CMCSA COMCAST CORP NEW39.4K shares18.18%2025-12-312026-02-04

VTV VANGUARD INDEX FDS6.1K shares10.12%2025-12-312026-02-04

TJX TJX COS INC NEW7.6K shares48.84%2025-12-312026-02-04

VRSK VERISK ANALYTICS INC5.2K shares4.03%2025-12-312026-02-04

RTO RENTOKIL INITIAL PLC39.3K shares-2.22%2025-12-312026-02-04

KR KROGER CO18.4K shares-4.16%2025-12-312026-02-04

Sponsored

CENCORA INC CENCORA INC3.4K shares27.33%2025-12-312026-02-04

CARR CARRIER GLOBAL CORPORATION21.5K shares0.84%2025-12-312026-02-04

PLTR PALANTIR TECHNOLOGIES INC6.4K shares-9.95%2025-12-312026-02-04

OMC OMNICOM GROUP INC14.0K shares55.37%2025-12-312026-02-04

CGUS CAPITAL GROUP CORE EQUITY ET27.8K shares13.09%2025-12-312026-02-04

TXN TEXAS INSTRS INC6.4K shares24.56%2025-12-312026-02-04

SCHW SCHWAB CHARLES CORP11.1K shares6.77%2025-12-312026-02-04

SYY SYSCO CORP14.7K shares-1.03%2025-12-312026-02-04

Sponsored

CPSD CALAMOS ETF TR41.5K shares0.00%2025-12-312026-02-04

CGBL CAPITAL GROUP CORE BALANCED30.4K shares45.29%2025-12-312026-02-04

ISRG INTUITIVE SURGICAL INC1.9K shares5.52%2025-12-312026-02-04

CPSN CALAMOS ETF TR39.4K shares0.00%2025-12-312026-02-04

OKE ONEOK INC NEW14.4K shares2.41%2025-12-312026-02-04

BLACKROCK INC BLACKROCK INC981 shares19.20%2025-12-312026-02-04

LNT ALLIANT ENERGY CORP16.2K shares-2.91%2025-12-312026-02-04

KKR & CO INC KKR & CO INC8.1K shares-6.06%2025-12-312026-02-04

Sponsored

KMI KINDER MORGAN INC DEL36.5K shares-4.12%2025-12-312026-02-04

MDLZ MONDELEZ INTL INC18.5K shares-4.50%2025-12-312026-02-04

AJG GALLAGHER ARTHUR J & CO3.8K shares-8.34%2025-12-312026-02-04

PFE PFIZER INC39.3K shares7.67%2025-12-312026-02-04

DE DEERE & CO2.1K shares4.80%2025-12-312026-02-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.6K shares55.08%2025-12-312026-02-04

UBER UBER TECHNOLOGIES INC11.7K shares-3.01%2025-12-312026-02-04

EPD ENTERPRISE PRODS PARTNERS L29.8K shares0.12%2025-12-312026-02-04

Sponsored

RSG REPUBLIC SVCS INC4.5K shares0.11%2025-12-312026-02-04

ORCL ORACLE CORP4.8K shares1.90%2025-12-312026-02-04

ECL ECOLAB INC3.6K shares35.98%2025-12-312026-02-04

WAB WABTEC4.3K shares0.32%2025-12-312026-02-04

NOW SERVICENOW INC6.0K shares333.89%2025-12-312026-02-04

MSI MOTOROLA SOLUTIONS INC2.4K shares1.97%2025-12-312026-02-04

SHYG ISHARES TR21.1K shares-1.36%2025-12-312026-02-04

CDNS CADENCE DESIGN SYSTEM INC2.9K shares2.86%2025-12-312026-02-04

Sponsored

CRWD CROWDSTRIKE HLDGS INC1.9K shares-11.22%2025-12-312026-02-04

AEP AMERICAN ELEC PWR CO INC7.7K shares8.05%2025-12-312026-02-04

PGR PROGRESSIVE CORP3.9K shares-11.27%2025-12-312026-02-04

AVDE AMERICAN CENTY ETF TR10.6K shares-1.25%2025-12-312026-02-04

ADM ARCHER DANIELS MIDLAND CO15.2K shares61.27%2025-12-312026-02-04

FLTB FIDELITY MERRIMACK STR TR17.1K shares4.09%2025-12-312026-02-04

MS MORGAN STANLEY4.9K shares26.34%2025-12-312026-02-04

GEV GE VERNOVA INC1.3K shares-6.50%2025-12-312026-02-04

Sponsored

SMH VANECK ETF TRUST2.3K shares3.21%2025-12-312026-02-04

SPSB SPDR SERIES TRUST27.9K sharesnew addition2025-12-312026-02-04

MPWR MONOLITHIC PWR SYS INC919 shares-17.43%2025-12-312026-02-04

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC9.7K shares-30.85%2025-12-312026-02-04

SCHD SCHWAB STRATEGIC TR30.0K shares42.53%2025-12-312026-02-04

IBKR INTERACTIVE BROKERS GROUP IN12.7K shares0.51%2025-12-312026-02-04

LMT LOCKHEED MARTIN CORP1.7K shares41.31%2025-12-312026-02-04

SHOP SHOPIFY INC5.1K shares11.84%2025-12-312026-02-04

Sponsored

IWD ISHARES TR3.8K shares-97.89%2025-12-312026-02-04

HYG ISHARES TR9.9K sharesnew addition2025-12-312026-02-04

AMP AMERIPRISE FINL INC1.6K shares22.47%2025-12-312026-02-04

ET ENERGY TRANSFER L P48.2K shares-3.32%2025-12-312026-02-04

SPLB SPDR SERIES TRUST35.1K sharesnew addition2025-12-312026-02-04

KMB KIMBERLY-CLARK CORP7.8K shares6.14%2025-12-312026-02-04

ALL ALLSTATE CORP3.8K shares1.85%2025-12-312026-02-04

COF CAPITAL ONE FINL CORP3.3K shares1.21%2025-12-312026-02-04

Sponsored

EBAY EBAY INC.8.9K shares14.25%2025-12-312026-02-04

EFX EQUIFAX INC3.5K shares9.49%2025-12-312026-02-04

GWX SPDR INDEX SHS FDS18.5K shares2.68%2025-12-312026-02-04

AMAT APPLIED MATLS INC2.9K shares-19.89%2025-12-312026-02-04

RB GLOBAL INC RB GLOBAL INC7.3K shares-3.14%2025-12-312026-02-04

WFC WELLS FARGO CO NEW8.0K shares-3.25%2025-12-312026-02-04

LW LAMB WESTON HLDGS INC17.6K shares-2.87%2025-12-312026-02-04

PVAL PUTNAM ETF TRUST16.1K shares2.78%2025-12-312026-02-04

Sponsored

AMD ADVANCED MICRO DEVICES INC3.4K shares-0.87%2025-12-312026-02-04

SHV ISHARES TR6.6K shares3.49%2025-12-312026-02-04

PANW PALO ALTO NETWORKS INC4.0K shares-8.02%2025-12-312026-02-04

MO ALTRIA GROUP INC12.5K shares-6.31%2025-12-312026-02-04

FPE FIRST TR EXCH TRADED FD III39.3K shares-29.57%2025-12-312026-02-04

ARES ARES MANAGEMENT CORPORATION4.4K shares-5.06%2025-12-312026-02-04

OEF ISHARES TR27.8K sharesnew addition2025-12-312026-02-04

MU MICRON TECHNOLOGY INC2.5K shares2.04%2025-12-312026-02-04

Sponsored

DDOG DATADOG INC5.2K shares-13.72%2025-12-312026-02-04

ADI ANALOG DEVICES INC2.6K shares42.90%2025-12-312026-02-04

NTAP NETAPP INC6.6K shares-7.64%2025-12-312026-02-04

JPIE J P MORGAN EXCHANGE TRADED F15.1K shares-42.43%2025-12-312026-02-04

ARISTA NETWORKS INC ARISTA NETWORKS INC5.3K shares-0.24%2025-12-312026-02-04

GILD GILEAD SCIENCES INC5.7K shares8.65%2025-12-312026-02-04

RIV RIVERNORTH OPPORTUNITIES FD59.5K shares11.26%2025-12-312026-02-04

UNP UNION PAC CORP3.0K shares0.43%2025-12-312026-02-04

Sponsored

NEE NEXTERA ENERGY INC8.7K shares81.12%2025-12-312026-02-04

PPG PPG INDS INC6.8K shares-3.24%2025-12-312026-02-04

PH PARKER-HANNIFIN CORP786 shares6.65%2025-12-312026-02-04

VZ VERIZON COMMUNICATIONS INC16.9K shares-2.41%2025-12-312026-02-04

SCHB SCHWAB STRATEGIC TR26.2K shares-1.69%2025-12-312026-02-04

PSBD PALMER SQUARE CAPITAL BDC IN56.2K sharesnew addition2025-12-312026-02-04

AMPH AMPHASTAR PHARMACEUTICALS IN25.4K shares0.00%2025-12-312026-02-04

USB US BANCORP DEL12.6K shares92.67%2025-12-312026-02-04

Sponsored

IEF ISHARES TR6.9K shares23.92%2025-12-312026-02-04

CRM SALESFORCE INC2.5K shares8.00%2025-12-312026-02-04

ADP AUTOMATIC DATA PROCESSING IN2.6K shares20.43%2025-12-312026-02-04

IEFA ISHARES TR7.4K shares18.92%2025-12-312026-02-04

PSX PHILLIPS 665.1K shares12.42%2025-12-312026-02-04

LAM RESEARCH CORP LAM RESEARCH CORP3.9K shares-3.62%2025-12-312026-02-04

DECK DECKERS OUTDOOR CORP6.4K shares20.69%2025-12-312026-02-04

BA BOEING CO3.0K shares2.46%2025-12-312026-02-04

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BKNG BOOKING HOLDINGS INC121 shares32.97%2025-12-312026-02-04

SRE SEMPRA7.3K shares-24.86%2025-12-312026-02-04

ELV ELEVANCE HEALTH INC FORMERLY1.8K shares3.27%2025-12-312026-02-04

VOTE TCW ETF TRUST8.0K shares0.16%2025-12-312026-02-04

HCA HCA HEALTHCARE INC1.4K shares1.03%2025-12-312026-02-04

LOW LOWES COS INC2.6K shares78.68%2025-12-312026-02-04

NFJ VIRTUS DIVIDEND INTEREST & P49.4K shares7.35%2025-12-312026-02-04

GVI ISHARES TR5.9K shares5.33%2025-12-312026-02-04

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DOX AMDOCS LTD7.9K shares-8.61%2025-12-312026-02-04

SYK STRYKER CORPORATION1.8K shares95.64%2025-12-312026-02-04

VCSH VANGUARD SCOTTSDALE FDS7.8K shares-1.47%2025-12-312026-02-04

WCMI FIRST TR EXCHANGE-TRADED FD36.5K shares9.29%2025-12-312026-02-04

GEN DIGITAL INC GEN DIGITAL INC22.4K shares-19.39%2025-12-312026-02-04

KNSL KINSALE CAP GROUP INC1.6K shares9.56%2025-12-312026-02-04

CEG CONSTELLATION ENERGY CORP1.7K shares2.56%2025-12-312026-02-04

ABNB AIRBNB INC4.4K shares-8.26%2025-12-312026-02-04

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WST WEST PHARMACEUTICAL SVSC INC2.2K shares-12.00%2025-12-312026-02-04

CTAS CINTAS CORP3.1K shares-29.16%2025-12-312026-02-04

ADBE ADOBE INC1.7K shares9.32%2025-12-312026-02-04

TMO THERMO FISHER SCIENTIFIC INC999 shares14.17%2025-12-312026-02-04

BLACKSTONE INC BLACKSTONE INC3.7K shares7.84%2025-12-312026-02-04

CRBG COREBRIDGE FINL INC19.1K shares18.17%2025-12-312026-02-04

CEFS EXCHANGE LISTED FDS TR24.8K shares6.59%2025-12-312026-02-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.2K shares0.01%2025-12-312026-02-04

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HGER HARBOR ETF TRUST22.9K shares42.66%2025-12-312026-02-04

CITIGROUP INC CITIGROUP INC4.9K shares0.56%2025-12-312026-02-04

COP CONOCOPHILLIPS6.0K shares24.93%2025-12-312026-02-04

VRT VERTIV HOLDINGS CO3.4K shares-8.94%2025-12-312026-02-04

AMT AMERICAN TOWER CORP NEW3.1K shares188.46%2025-12-312026-02-04

APG API GROUP CORP13.9K shares5.53%2025-12-312026-02-04

WSM WILLIAMS SONOMA INC3.0K shares11.00%2025-12-312026-02-04

ITWO PROSHARES TR13.3K shares-8.42%2025-12-312026-02-04

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SNOW SNOWFLAKE INC2.4K shares3.20%2025-12-312026-02-04

SGOV ISHARES TR5.2K shares79.90%2025-12-312026-02-04

NVO NOVO-NORDISK A S10.2K shares-6.02%2025-12-312026-02-04

CSL CARLISLE COS INC1.6K shares26.48%2025-12-312026-02-04

MPC MARATHON PETE CORP3.1K shares0.55%2025-12-312026-02-04

ASA ASA GOLD AND PRECIOUS MTLS L8.5K shares-17.21%2025-12-312026-02-04

SCHG SCHWAB STRATEGIC TR15.4K shares-0.38%2025-12-312026-02-04

VLTO VERALTO CORP5.0K shares-16.86%2025-12-312026-02-04

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GS GOLDMAN SACHS GROUP INC560 shares-12.50%2025-12-312026-02-04

AME AMETEK INC2.4K shares14.40%2025-12-312026-02-04

CBRE CBRE GROUP INC3.0K shares9.93%2025-12-312026-02-04

DKS DICKS SPORTING GOODS INC2.4K shares7.76%2025-12-312026-02-04

UPS UNITED PARCEL SERVICE INC4.9K sharesnew addition2025-12-312026-02-04

LPLA LPL FINL HLDGS INC1.3K shares-7.16%2025-12-312026-02-04

CLH CLEAN HARBORS INC2.0K shares33.51%2025-12-312026-02-04

FNDX SCHWAB STRATEGIC TR17.3K shares-8.21%2025-12-312026-02-04

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EEM ISHARES TR8.6K shares1.32%2025-12-312026-02-04

BMY BRISTOL-MYERS SQUIBB CO8.6K shares14.22%2025-12-312026-02-04

KLAC KLA CORP380 shares-56.17%2025-12-312026-02-04

LINDE PLC LINDE PLC1.1K shares8.14%2025-12-312026-02-04

UAL UNITED AIRLS HLDGS INC4.1K shares9.13%2025-12-312026-02-04

WELL WELLTOWER INC2.4K shares7.26%2025-12-312026-02-04

TMUS T-MOBILE US INC2.2K shares-2.35%2025-12-312026-02-04

ITOT ISHARES TR3.0K shares-14.33%2025-12-312026-02-04

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HON HONEYWELL INTL INC2.3K shares35.13%2025-12-312026-02-04

INTC INTEL CORP12.0K shares4.17%2025-12-312026-02-04

JEPQ J P MORGAN EXCHANGE TRADED F7.6K shares0.01%2025-12-312026-02-04

DT DYNATRACE INC10.1K shares5.40%2025-12-312026-02-04

ISHARES GOLD TR ISHARES GOLD TR5.4K shares-4.66%2025-12-312026-02-04

HUBBELL INC HUBBELL INC981 shares-15.14%2025-12-312026-02-04

BRO BROWN & BROWN INC5.5K shares4.46%2025-12-312026-02-04

SPAB SPDR SERIES TRUST16.9K shares29.76%2025-12-312026-02-04

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HSIC HENRY SCHEIN INC5.7K shares5.86%2025-12-312026-02-04

IJH ISHARES TR6.5K shares6.67%2025-12-312026-02-04

DBEF DBX ETF TR8.9K sharesnew addition2025-12-312026-02-04

FIX COMFORT SYS USA INC458 shares-16.58%2025-12-312026-02-04

IBDS ISHARES TR17.6K sharesnew addition2025-12-312026-02-04

FDVV FIDELITY COVINGTON TRUST7.5K shares0.00%2025-12-312026-02-04

XPO XPO INC3.1K shares0.19%2025-12-312026-02-04

IOT SAMSARA INC11.9K sharesnew addition2025-12-312026-02-04

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HDB HDFC BANK LTD11.6K shares11.93%2025-12-312026-02-04

MMM 3M CO2.6K shares14.62%2025-12-312026-02-04

WRB BERKLEY W R CORP6.0K shares-5.34%2025-12-312026-02-04

CSX CSX CORP11.6K shares2.82%2025-12-312026-02-04

MPLX MPLX LP7.7K shares0.00%2025-12-312026-02-04

TRV TRAVELERS COMPANIES INC1.4K shares0.07%2025-12-312026-02-04

RSPE INVESCO EXCH TRADED FD TR II13.7K shares3.78%2025-12-312026-02-04

MAS MASCO CORP6.4K shares16.44%2025-12-312026-02-04

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ROL ROLLINS INC6.7K shares0.70%2025-12-312026-02-04

SEIC SEI INVTS CO4.9K shares-8.08%2025-12-312026-02-04

BK BANK NEW YORK MELLON CORP3.5K shares7.60%2025-12-312026-02-04

ICE INTERCONTINENTAL EXCHANGE IN2.5K shares9.24%2025-12-312026-02-04

PRU PRUDENTIAL FINL INC3.5K shares-2.53%2025-12-312026-02-04

SCHF SCHWAB STRATEGIC TR16.5K shares-22.66%2025-12-312026-02-04

LHX L3HARRIS TECHNOLOGIES INC1.4K shares4.40%2025-12-312026-02-04

CPB THE CAMPBELLS COMPANY14.2K shares-8.86%2025-12-312026-02-04

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SHM SPDR SERIES TRUST8.2K shares15.02%2025-12-312026-02-04

FTSL FIRST TR EXCHANGE-TRADED FD8.6K shares51.02%2025-12-312026-02-04

EATON CORP PLC EATON CORP PLC1.2K shares-30.24%2025-12-312026-02-04

RSPT INVESCO EXCHANGE TRADED FD T8.6K shares-0.76%2025-12-312026-02-04

ES EVERSOURCE ENERGY5.8K shares5.11%2025-12-312026-02-04

IXUS ISHARES TR4.6K shares0.00%2025-12-312026-02-04

EMD WESTERN ASSET EMERGING MKTS36.2K shares0.00%2025-12-312026-02-04

MLM MARTIN MARIETTA MATLS INC616 shares7.32%2025-12-312026-02-04

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FLS FLOWSERVE CORP5.5K shares13.74%2025-12-312026-02-04

AZO AUTOZONE INC113 shares0.00%2025-12-312026-02-04

EME EMCOR GROUP INC625 shares6.66%2025-12-312026-02-04

TRMB TRIMBLE INC4.8K shares5.09%2025-12-312026-02-04

RWK INVESCO EXCH TRADED FD TR II3.0K shares0.00%2025-12-312026-02-04

APD AIR PRODS & CHEMS INC1.5K sharesnew addition2025-12-312026-02-04

HYS PIMCO ETF TR4.0K shares0.00%2025-12-312026-02-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares2.33%2025-12-312026-02-04

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VIOO VANGUARD ADMIRAL FDS INC3.3K shares1.22%2025-12-312026-02-04

SHY ISHARES TR4.4K sharesnew addition2025-12-312026-02-04

RWJ INVESCO EXCH TRADED FD TR II7.5K shares0.00%2025-12-312026-02-04

NTRS NORTHERN TR CORP2.6K sharesnew addition2025-12-312026-02-04

CL COLGATE PALMOLIVE CO4.4K sharesnew addition2025-12-312026-02-04

ROK ROCKWELL AUTOMATION INC900 shares7.91%2025-12-312026-02-04

PWRD TCW ETF TRUST3.6K sharesnew addition2025-12-312026-02-04

NKE NIKE INC5.4K sharesnew addition2025-12-312026-02-04

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ZWS ZURN ELKAY WATER SOLNS CORP7.4K shares-3.56%2025-12-312026-02-04

SPMD SPDR SERIES TRUST5.9K shares-94.74%2025-12-312026-02-04

BDX BECTON DICKINSON & CO1.7K shares5.45%2025-12-312026-02-04

WBD WARNER BROS DISCOVERY INC11.7K sharesnew addition2025-12-312026-02-04

JKHY HENRY JACK & ASSOC INC1.8K shares7.28%2025-12-312026-02-04

HWM HOWMET AEROSPACE INC1.6K shares47.51%2025-12-312026-02-04

AON PLC AON PLC936 shares2.18%2025-12-312026-02-04

SPGI S&P GLOBAL INC632 shares2.10%2025-12-312026-02-04

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DFAX DIMENSIONAL ETF TRUST10.1K shares0.28%2025-12-312026-02-04

THC TENET HEALTHCARE CORP1.6K shares7.64%2025-12-312026-02-04

MLI MUELLER INDS INC2.8K sharesnew addition2025-12-312026-02-04

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CG CARLYLE GROUP INC5.5K shares-7.84%2025-12-312026-02-04

WSO WATSCO INC959 shares-6.44%2025-12-312026-02-04

FICO FAIR ISAAC CORP191 shares29.05%2025-12-312026-02-04

ALLE ALLEGION PLC2.0K shares-5.72%2025-12-312026-02-04

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MET METLIFE INC4.0K shares-6.54%2025-12-312026-02-04

UTHR UNITED THERAPEUTICS CORP DEL650 shares-21.02%2025-12-312026-02-04

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ETFS GOLD TR ETFS GOLD TR7.6K shares33.25%2025-12-312026-02-04

MSTR STRATEGY INC2.1K shares-4.69%2025-12-312026-02-04

MNST MONSTER BEVERAGE CORP NEW4.1K shares-2.54%2025-12-312026-02-04

DEO DIAGEO PLC3.6K shares0.17%2025-12-312026-02-04

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BCSF BAIN CAP SPECIALTY FIN INC22.3K shares3.02%2025-12-312026-02-04

PLD PROLOGIS INC.2.4K shares32.99%2025-12-312026-02-04

DAL DELTA AIR LINES INC DEL4.5K shares-3.83%2025-12-312026-02-04

HIG HARTFORD INSURANCE GROUP INC2.2K shares4.25%2025-12-312026-02-04

NDSN NORDSON CORP1.3K shares-1.62%2025-12-312026-02-04

SCHM SCHWAB STRATEGIC TR10.2K shares-1.42%2025-12-312026-02-04

GLW CORNING INC3.5K shares-0.66%2025-12-312026-02-04

SKYY FIRST TR EXCHANGE TRADED FD2.3K shares0.00%2025-12-312026-02-04

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IBDV ISHARES TR13.7K sharesnew addition2025-12-312026-02-04

AIQ GLOBAL X FDS5.9K sharesnew addition2025-12-312026-02-04

APP APPLOVIN CORP442 shares19.14%2025-12-312026-02-04

TGT TARGET CORP3.0K sharesnew addition2025-12-312026-02-04

STERIS PLC STERIS PLC1.1K sharesnew addition2025-12-312026-02-04

D DOMINION ENERGY INC5.0K shares10.89%2025-12-312026-02-04

SHW SHERWIN WILLIAMS CO878 shares4.90%2025-12-312026-02-04

DFUS DIMENSIONAL ETF TRUST3.8K shares0.21%2025-12-312026-02-04

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TDY TELEDYNE TECHNOLOGIES INC551 shares-1.96%2025-12-312026-02-04

ACGL ARCH CAP GROUP LTD2.9K shares6.62%2025-12-312026-02-04

IQV IQVIA HLDGS INC1.2K shares16.14%2025-12-312026-02-04

BR BROADRIDGE FINL SOLUTIONS IN1.3K shares-1.49%2025-12-312026-02-04

BFH BREAD FINANCIAL HOLDINGS INC3.8K shares0.00%2025-12-312026-02-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL999 shares1.52%2025-12-312026-02-04

ULS UL SOLUTIONS INC3.5K shares4.41%2025-12-312026-02-04

SCHR SCHWAB STRATEGIC TR10.9K shares10.61%2025-12-312026-02-04

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ETR ENTERGY CORP NEW2.9K shares-0.54%2025-12-312026-02-04

COOPER COS INC COOPER COS INC3.3K shares-2.39%2025-12-312026-02-04

CRPT FIRST TR EXCHNG TRADED FD VI18.0K shares0.39%2025-12-312026-02-04

LII LENNOX INTL INC553 shares-11.38%2025-12-312026-02-04

BSY BENTLEY SYS INC7.0K shares-7.04%2025-12-312026-02-04

GRID FIRST TR EXCHANGE TRADED FD1.7K shares-5.37%2025-12-312026-02-04

HOG HARLEY DAVIDSON INC13.0K shares-10.54%2025-12-312026-02-04

RCL ROYAL CARIBBEAN GROUP953 shares-15.74%2025-12-312026-02-04

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PRMB PRIMO BRANDS CORPORATION16.2K shares56.82%2025-12-312026-02-04

NET CLOUDFLARE INC1.3K shares2.75%2025-12-312026-02-04

SARO STANDARDAERO INC9.2K sharesnew addition2025-12-312026-02-04

CNI CANADIAN NATL RY CO2.7K sharesnew addition2025-12-312026-02-04

SGI SOMNIGROUP INTERNATIONAL INC2.9K shares14.90%2025-12-312026-02-04

SCHX SCHWAB STRATEGIC TR9.7K shares7.25%2025-12-312026-02-04

OTIS OTIS WORLDWIDE CORP3.0K shares-6.50%2025-12-312026-02-04

CPRJ CALAMOS ETF TR9.6K shares-12.97%2025-12-312026-02-04

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TT TRANE TECHNOLOGIES PLC663 shares2.00%2025-12-312026-02-04

AM ANTERO MIDSTREAM CORP14.4K shares0.51%2025-12-312026-02-04

VST VISTRA CORP1.6K shares4.01%2025-12-312026-02-04

LECO LINCOLN ELEC HLDGS INC1.0K shares-0.38%2025-12-312026-02-04

VHT VANGUARD WORLD FD871 shares-1.58%2025-12-312026-02-04

XLF SELECT SECTOR SPDR TR4.5K shares-89.19%2025-12-312026-02-04

BSX BOSTON SCIENTIFIC CORP2.6K shares0.94%2025-12-312026-02-04

CMG CHIPOTLE MEXICAN GRILL INC6.6K shares-67.57%2025-12-312026-02-04

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TOUS T ROWE PRICE ETF INC7.1K sharesnew addition2025-12-312026-02-04

IYW ISHARES TR1.2K shares-12.38%2025-12-312026-02-04

PAYX PAYCHEX INC2.1K shares-0.60%2025-12-312026-02-04

DGRO ISHARES TR3.5K shares-12.08%2025-12-312026-02-04

OLED UNIVERSAL DISPLAY CORP2.1K shares-0.63%2025-12-312026-02-04

SUSA ISHARES TR1.7K shares0.18%2025-12-312026-02-04

JPC NUVEEN PFD & INCOME OPPORTUN29.5K shares-0.45%2025-12-312026-02-04

PEG PUBLIC SVC ENTERPRISE GRP IN2.9K shares5.32%2025-12-312026-02-04

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FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.1K sharesnew addition2025-12-312026-02-04

IBDT ISHARES TR9.1K sharesnew addition2025-12-312026-02-04

CFG CITIZENS FINL GROUP INC4.0K sharesnew addition2025-12-312026-02-04

SLB SLB LIMITED6.0K sharesnew addition2025-12-312026-02-04

BXSL BLACKSTONE SECD LENDING FD8.7K sharesnew addition2025-12-312026-02-04

CYBR CYBERARK SOFTWARE LTD512 shares0.99%2025-12-312026-02-04

BIL SPDR SERIES TRUST2.5K sharesnew addition2025-12-312026-02-04

UNM UNUM GROUP2.9K shares2.41%2025-12-312026-02-04

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FNDF SCHWAB STRATEGIC TR5.0K shares-5.52%2025-12-312026-02-04

MUNI PIMCO ETF TR4.3K sharesnew addition2025-12-312026-02-04

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CVNA CARVANA CO533 sharesnew addition2025-12-312026-02-04

SCHO SCHWAB STRATEGIC TR9.2K shares7.77%2025-12-312026-02-04

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SCHE SCHWAB STRATEGIC TR6.8K shares3.51%2025-12-312026-02-04

IBDR ISHARES TR9.1K sharesnew addition2025-12-312026-02-04

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AWK AMERICAN WTR WKS CO INC NEW1.7K sharesnew addition2025-12-312026-02-04

FTSM FIRST TR EXCHANGE-TRADED FD3.7K shares-53.80%2025-12-312026-02-04

GDLC GRAYSCALE COINDESK CRYPTO5.3K sharesnew addition2025-12-312026-02-04

EOG EOG RES INC2.1K shares-39.33%2025-12-312026-02-04

TTAN SERVICETITAN INC2.0K sharesnew addition2025-12-312026-02-04

CVS CVS HEALTH CORP2.7K shares0.55%2025-12-312026-02-04

SBUX STARBUCKS CORP2.6K sharesnew addition2025-12-312026-02-04

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MUB ISHARES TR2.0K shares-20.31%2025-12-312026-02-04

QQQM INVESCO EXCH TRADED FD TR II843 sharesnew addition2025-12-312026-02-04

BUCK SIMPLIFY EXCHANGE TRADED FUN9.0K sharesnew addition2025-12-312026-02-04

BJ BJS WHSL CLUB HLDGS INC2.3K shares-0.25%2025-12-312026-02-04

ESGU ISHARES TR1.4K sharesnew addition2025-12-312026-02-04

TD TORONTO DOMINION BK ONT2.2K sharesnew addition2025-12-312026-02-04

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ROST ROSS STORES INC1.2K sharesnew addition2025-12-312026-02-04

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ZBRA ZEBRA TECHNOLOGIES CORPORATI858 shares-6.13%2025-12-312026-02-04

ALC ALCON AG2.6K shares-65.17%2025-12-312026-02-04

SVOL SIMPLIFY EXCHANGE TRADED FUN11.8K shares16.95%2025-12-312026-02-04

FLRN SPDR SERIES TRUST6.7K sharesnew addition2025-12-312026-02-04

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PSI INVESCO EXCHANGE TRADED FD T2.6K sharesnew addition2025-12-312026-02-04

SNPS SYNOPSYS INC434 shares-28.15%2025-12-312026-02-04

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THE CIGNA GROUP THE CIGNA GROUP739 shares-12.13%2025-12-312026-02-04

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.9K shares-41.12%2025-12-312026-02-04

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ATI ATI INC1.8K sharesnew addition2025-12-312026-02-04

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DRI DARDEN RESTAURANTS INC1.1K shares-5.28%2025-12-312026-02-04

PPL PPL CORP5.7K shares-3.84%2025-12-312026-02-04

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NOK NOKIA CORP30.0K shares0.00%2025-12-312026-02-04

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F FORD MTR CO12.7K shares14.10%2025-12-312026-02-04

GENT SPINNAKER ETF SERIES14.8K shares0.04%2025-12-312026-02-04

NMAI NUVEEN MULTI ASSET INCOME FU10.4K shares0.00%2025-12-312026-02-04

Sponsored

RC READY CAPITAL CORP23.4K shares0.00%2025-12-312026-02-04

Call Option Holdings

AAPL Call CallAPPLE INC11.3K shares-81.57%2025-12-312026-02-04

MU Call CallMICRON TECHNOLOGY INC300 shares0.00%2025-12-312026-02-04

COST Call CallCOSTCO WHSL CORP NEW300 shares0.00%2025-12-312026-02-04

WAB Call CallWABTEC200 sharesnew addition2025-12-312026-02-04

MSFT Call CallMICROSOFT CORP300 shares0.00%2025-12-312026-02-04

TSLA Call CallTESLA INC300 shares0.00%2025-12-312026-02-04

IBIT Call CallISHARES BITCOIN TRUST ETF300 shares200.00%2025-12-312026-02-04

Put Option Holdings

JNJ Put PutJOHNSON & JOHNSON26.1K shares-6.79%2025-12-312026-02-04

AAPL Put PutAPPLE INC23.8K shares-27.88%2025-12-312026-02-04