The Analysis of AdvisorNet Financial, Inc's Holdings


Currently, AdvisorNet Financial, Inc holds 2219 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in SOXX (+24.4K shares, valued at $7.4M), REM (+281.9K shares, valued at $6.3M), WTRG (+131.7K shares, valued at $5.1M); decreased their positions in VOX (-20.4K shares, valued at $4.0M), IYG (-33.4K shares, valued at $3.1M), SCHD (-93.5K shares, valued at $2.6M); initiated new positions in REM (+281.9K shares, valued at $6.3M), N/A (+417.8K shares, valued at $3.7M), IHE (+40.0K shares, valued at $3.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES S&P 500 INDEX135.0K shares4.74%2025-12-312026-01-20history
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF921.2K shares2.18%2025-12-312026-01-20history
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF1.1M shares1.76%2025-12-312026-01-20history
JPST JPMORGAN ULTRA-SHORT INCOME ETF742.2K shares9.21%2025-12-312026-01-20history
AGG ISHARES AGGREGATE BOND ETF331.6K shares2.43%2025-12-312026-01-20history
AAPL APPLE INC119.9K shares1.80%2025-12-312026-01-20history
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF1.1M shares4.08%2025-12-312026-01-20history
MSFT MICROSOFT62.5K shares1.08%2025-12-312026-01-20history
Sponsored
VEA VANGUARD FTSE DEVELOPED MARKETS ETF474.0K shares3.04%2025-12-312026-01-20history
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF687.2K shares-2.00%2025-12-312026-01-20history
VTI VANGUARD TOTAL STOCK MARKET ETF77.0K shares4.17%2025-12-312026-01-20history
NVDA NVIDIA CORPORATION COM135.1K shares-0.63%2025-12-312026-01-20history
GLD SPDR GOLD ETF62.5K shares-2.46%2025-12-312026-01-20history
BND VANGUARD TOTAL BOND MARKET ETF333.9K shares8.14%2025-12-312026-01-20history
VUG VANGUARD GROWTH ETF49.8K shares13.00%2025-12-312026-01-20history
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF528.2K shares7.67%2025-12-312026-01-20history
Sponsored
SCHD SCHWAB US DIVIDEND EQUITY ETF861.2K shares-9.79%2025-12-312026-01-20history
CGGR CAPITAL GROUP GROWTH ETF517.7K shares2.96%2025-12-312026-01-20history
VWO VANGUARD FTSE EMERGING MARKETS ETF403.9K shares6.96%2025-12-312026-01-20history
AFIF ANFIELD UNIVERSAL FIXED INCOME ETF2.3M shares10.02%2025-12-312026-01-20history
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF649.2K shares2.72%2025-12-312026-01-20history
IJH ISHARES CORE S&P MID CAP ETF312.9K shares14.97%2025-12-312026-01-20history
SPY SPDR S&P 500 ETF30.1K shares4.77%2025-12-312026-01-20history
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF141.7K shares-3.95%2025-12-312026-01-20history
Sponsored
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF244.9K shares8.47%2025-12-312026-01-20history
DFAS DIMENSIONAL U.S. SMALL CAP ETF285.1K shares-2.06%2025-12-312026-01-20history
SCHO SCHWAB SHORT TERM US TREASURY ETF790.3K shares0.70%2025-12-312026-01-20history
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF222.1K shares10.34%2025-12-312026-01-20history
VO VANGUARD MID CAP59.5K shares9.61%2025-12-312026-01-20history
VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF27.0K shares2.04%2025-12-312026-01-20history
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF153.2K shares4.02%2025-12-312026-01-20history
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF422.8K shares3.54%2025-12-312026-01-20history
Sponsored
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF285.1K shares7.21%2025-12-312026-01-20history
Invesco QQQ Trust Invesco QQQ Trust23.9K shares2.31%2025-12-312026-01-20history
AMZN AMAZON.COM INC59.2K shares2.48%2025-12-312026-01-20history
PAAA PGIM AAA CLO ETF258.0K shares54.26%2025-12-312026-01-20history
VIOO VANGUARD S&P SMALL-CAP 600 ETF116.7K shares12.55%2025-12-312026-01-20history
SHY ISHARES 1-3 YR TREASURY BOND ETF150.4K shares-10.23%2025-12-312026-01-20history
JPM JPMORGAN CHASE & CO. COM34.6K shares0.34%2025-12-312026-01-20history
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND119.0K shares4.69%2025-12-312026-01-20history
Sponsored
EFA ISHARES MSCI EAFE ETF111.4K shares15.45%2025-12-312026-01-20history
DFSV DIMENSIONAL US SMALL CAP VALUE ETF322.9K shares2.53%2025-12-312026-01-20history
XOM EXXON MOBIL CORP COM86.5K shares1.39%2025-12-312026-01-20history
META META PLATFORMS INC CL A15.7K shares2.49%2025-12-312026-01-20history
CGDV CAPITAL GROUP DIVIDEND VALUE ETF236.2K shares-2.37%2025-12-312026-01-20history
VB VANGUARD SMALL CAP ETF37.7K shares6.72%2025-12-312026-01-20history
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF156.5K shares-10.41%2025-12-312026-01-20history
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF76.3K shares21.15%2025-12-312026-01-20history
Sponsored
WTRG ESSENTIAL UTILS INC COM233.0K shares130.08%2025-12-312026-01-20history
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF234.8K shares1.18%2025-12-312026-01-20history
ISHARES GOLD TRUST ETF ISHARES GOLD TRUST ETF100.2K shares0.64%2025-12-312026-01-20history
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF131.1K shares4.82%2025-12-312026-01-20history
GOOGLE INC GOOGLE INC25.0K shares-1.98%2025-12-312026-01-20history
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY142.0K shares-12.73%2025-12-312026-01-20history
TSLA TESLA MOTORS INC17.0K shares-3.09%2025-12-312026-01-20history
SOXX ISHARES SEMICONDUCTOR ETF24.7K shares9283.27%2025-12-312026-01-20history
Sponsored
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF103.0K shares4.89%2025-12-312026-01-20history
FDVV FIDELITY HIGH DIVIDEND ETF118.8K shares6.38%2025-12-312026-01-20history
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD21.7K shares0.68%2025-12-312026-01-20history
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF76.1K shares42.81%2025-12-312026-01-20history
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF70.9K shares4.49%2025-12-312026-01-20history
ARDC ARES DYNAMIC CR ALLOCATION FD COM485.0K shares51.98%2025-12-312026-01-20history
COST COSTCO WHOLESALE CORP7.5K shares20.93%2025-12-312026-01-20history
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF295.7K shares37.20%2025-12-312026-01-20history
Sponsored
CEFS SABA CLOSED END FUNDS ETF275.7K shares42.00%2025-12-312026-01-20history
FMDE FIDELITY ENHANCED MID CAP ETF173.5K shares8.01%2025-12-312026-01-20history
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC299.0K shares31.72%2025-12-312026-01-20history
REM ISHARES MORTGAGE REAL ESTATE ETF281.9K sharesnew addition2025-12-312026-01-20history
SHOP SHOPIFY INC CL A SUB VTG SHS37.7K shares0.04%2025-12-312026-01-20history
JBBB JANUS HENDERSON B-BBB CLO ETF124.8K shares28.73%2025-12-312026-01-20history
DFCF DIMENSIONAL CORE FIXED INCOME ETF133.9K shares19.77%2025-12-312026-01-20history
SEIX VIRTUS SEIX SENIOR LOAN ETF241.9K shares21.27%2025-12-312026-01-20history
Sponsored
ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C17.9K shares-1.86%2025-12-312026-01-20history
TMO THERMO FISHER SCIENTIFIC INC COM9.6K shares0.25%2025-12-312026-01-20history
SCHM SCHWAB US MID-CAP ETF182.9K shares5.19%2025-12-312026-01-20history
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW10.9K shares3.07%2025-12-312026-01-20history
JMUB JPMORGAN MUNICIPAL ETF108.2K shares121.76%2025-12-312026-01-20history
GE AEROSPACE COM NEW GE AEROSPACE COM NEW17.5K shares-0.42%2025-12-312026-01-20history
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF203.2K shares3.63%2025-12-312026-01-20history
ABT ABBOTT LABS COM42.6K shares0.63%2025-12-312026-01-20history
Sponsored
ARKW ARK NEXT GENERATION INTERNET ETF35.1K shares34.13%2025-12-312026-01-20history
BROADCOM INC COM BROADCOM INC COM14.3K shares-1.23%2025-12-312026-01-20history
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF128.3K shares-7.48%2025-12-312026-01-20history
BK BANK NEW YORK MELLON CORP COM41.5K shares-1.08%2025-12-312026-01-20history
RWL INVESCO S&P 500 REVENUE ETF42.0K shares7.49%2025-12-312026-01-20history
SCHF SCHWAB INTERNATIONAL EQUITY ETF185.1K shares-0.31%2025-12-312026-01-20history
IWF ISHARES RUSSELL 1000 GROWTH ETF9.3K shares-2.42%2025-12-312026-01-20history
PM PHILIP MORRIS INTL INC27.4K shares-1.71%2025-12-312026-01-20history
Sponsored
CARR CARRIER GLOBAL CORPORATION COM81.2K shares0.16%2025-12-312026-01-20history
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF55.7K shares17.48%2025-12-312026-01-20history
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF86.7K shares-0.97%2025-12-312026-01-20history
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY112.5K shares-14.91%2025-12-312026-01-20history
JCI JOHNSON CTLS INC33.9K shares-0.37%2025-12-312026-01-20history
LMT LOCKHEED MARTIN CORP8.2K shares1.16%2025-12-312026-01-20history
CAT CATERPILLAR INC COM6.7K shares0.80%2025-12-312026-01-20history
COF CAPITAL ONE FINANCIAL CORP15.8K shares-0.95%2025-12-312026-01-20history
Sponsored
MMM 3M CO COM23.9K shares1.80%2025-12-312026-01-20history
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF44.4K shares8.39%2025-12-312026-01-20history
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY89.6K shares-10.53%2025-12-312026-01-20history
FRANKLIN MINNESOTA MUNICIPAL INCOME ETF FRANKLIN MINNESOTA MUNICIPAL INCOME ETF417.8K sharesnew addition2025-12-312026-01-20history
NOC NORTHROP GRUMMAN CORP COM6.4K shares-3.43%2025-12-312026-01-20history
WMT WALMART INC COM32.9K shares2.78%2025-12-312026-01-20history
FLOT ISHARES FLOATING RATE BOND ETF69.6K shares-5.37%2025-12-312026-01-20history
GILD GILEAD SCIENCES INC28.5K shares-1.57%2025-12-312026-01-20history
Sponsored
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND129.5K shares310.94%2025-12-312026-01-20history
IHE ISHARES U.S. PHARMACEUTICALS ETF40.0K sharesnew addition2025-12-312026-01-20history
UNH UNITEDHEALTH GROUP10.3K shares-4.32%2025-12-312026-01-20history
RTX RTX CORPORATION COM18.1K shares0.07%2025-12-312026-01-20history
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF119.7K shares19.03%2025-12-312026-01-20history
TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF65.1K sharesnew addition2025-12-312026-01-20history
VBR VANGUARD SMALL CAP VALUE ETF15.2K shares1.57%2025-12-312026-01-20history
VTV VANGUARD VALUE ETF16.8K shares-8.99%2025-12-312026-01-20history
Sponsored
CEG CONSTELLATION ENERGY CORP COM9.0K shares29.49%2025-12-312026-01-20history
JNJ JOHNSON & JOHNSON COM15.3K shares5.55%2025-12-312026-01-20history
IEFA ISHARES CORE MSCI EAFE ETF34.6K shares41.02%2025-12-312026-01-20history
CME CME GROUP INC COM11.3K shares-1.27%2025-12-312026-01-20history
XLK TECHNOLOGY SELECT SECTOR SPDR21.3K shares100.96%2025-12-312026-01-20history
ITOT ISHARES TR S&P 1500 INDEX FD20.4K shares0.06%2025-12-312026-01-20history
IWM ISHARES RUSSELL 2000 ETF12.3K shares8.21%2025-12-312026-01-20history
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT15.7K shares2.58%2025-12-312026-01-20history
Sponsored
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF122.2K shares45.98%2025-12-312026-01-20history
PEY POWERSHARES HY DIVIDEND ACHIEVERS145.5K shares-28.61%2025-12-312026-01-20history
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF71.0K shares-3.43%2025-12-312026-01-20history
JMHI JPMORGAN HIGH YIELD MUNICIPAL ETF58.4K shares13.94%2025-12-312026-01-20history
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF23.8K shares1.23%2025-12-312026-01-20history
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF50.1K shares6.28%2025-12-312026-01-20history
TBIL US TREASURY 3 MONTH BILL ETF57.7K shares-34.59%2025-12-312026-01-20history
MA MASTERCARD INC5.0K shares2.12%2025-12-312026-01-20history
Sponsored
PG PROCTER & GAMBLE CO COM19.6K shares6.55%2025-12-312026-01-20history
TE CONNECTIVITY LTD TE CONNECTIVITY LTD12.3K shares-0.60%2025-12-312026-01-20history
IWY ISHARES RUSSELL TOP 200 GROWTH ETF10.0K shares4.35%2025-12-312026-01-20history
DES WISDOMTREE SMALLCAP DIVIDEND82.2K shares7.95%2025-12-312026-01-20history
PLTR PALANTIR TECHNOLOGIES INC CL A15.4K shares-20.67%2025-12-312026-01-20history
BTI BRITISH AMERICAN TOBACCO48.2K shares-1.63%2025-12-312026-01-20history
CNP CENTERPOINT ENERGY INC COM70.8K shares17.49%2025-12-312026-01-20history
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF99.9K shares18.21%2025-12-312026-01-20history
Sponsored
GSST GOLDMAN SACHS ULTRA SHORT BOND ETF53.0K shares20.92%2025-12-312026-01-20history
LLY ELI LILLY & CO COM2.4K shares4.28%2025-12-312026-01-20history
JAAA JANUS HENDERSON AAA CLO ETF50.9K shares13.23%2025-12-312026-01-20history
LINDE PLC SHS LINDE PLC SHS6.0K shares-0.07%2025-12-312026-01-20history
FBND FIDELITY TOTAL BOND ETF54.9K shares6.04%2025-12-312026-01-20history
VONE VANGUARD RUSSELL 1000 ETF8.2K shares-10.33%2025-12-312026-01-20history
APH AMPHENOL CORP CL A18.7K shares-12.63%2025-12-312026-01-20history
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF49.2K shares126.17%2025-12-312026-01-20history
Sponsored
V VISA INC7.0K shares3.02%2025-12-312026-01-20history
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL62.7K shares-1.61%2025-12-312026-01-20history
OKE ONEOK INC NEW COM32.8K shares-5.55%2025-12-312026-01-20history
QQQM INVESCO NASDAQ 100 ETF9.5K shares0.06%2025-12-312026-01-20history
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF53.5K shares1.61%2025-12-312026-01-20history
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF49.5K shares5.25%2025-12-312026-01-20history
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF39.5K shares-0.95%2025-12-312026-01-20history
VV VANGUARD LARGE CAP7.0K shares-1.33%2025-12-312026-01-20history
Sponsored
IYW ISHARES DJ US TECHNOLOGY10.9K shares5.90%2025-12-312026-01-20history
AZN ASTRAZENECA PLC SPONSORED ADR23.2K shares2.85%2025-12-312026-01-20history
BMY BRISTOL-MYERS SQUIBB CO COM39.4K shares6.99%2025-12-312026-01-20history
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF30.4K shares7.80%2025-12-312026-01-20history
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF63.7K shares0.85%2025-12-312026-01-20history
MELI MERCADOLIBRE INC1.0K shares8.78%2025-12-312026-01-20history
XLI INDUSTRIAL SELECT SECTOR SPDR13.3K shares276.63%2025-12-312026-01-20history
BUFZ FT VEST LADDERED MODERATE BUFFER ETF77.4K shares308.35%2025-12-312026-01-20history
Sponsored
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF22.7K shares1.20%2025-12-312026-01-20history
MUB ISHARES AMT-FREE MUNI BOND ETF19.0K shares7.25%2025-12-312026-01-20history
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF43.3K shares-0.37%2025-12-312026-01-20history
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK24.7K shares0.35%2025-12-312026-01-20history
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF60.8K shares0.71%2025-12-312026-01-20history
HD HOME DEPOT5.8K shares3.10%2025-12-312026-01-20history
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND68.1K shares-4.95%2025-12-312026-01-20history
VEU VANGUARD FTSE ALL-WORLD EX-US26.8K shares0.85%2025-12-312026-01-20history
Sponsored
IBM INTL BUSINESS MACHINES6.5K shares1.33%2025-12-312026-01-20history
CVX CHEVRON CORP NEW COM12.7K shares5.74%2025-12-312026-01-20history
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF50.5K shares11.90%2025-12-312026-01-20history
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF77.5K shares102.80%2025-12-312026-01-20history
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF42.3K shares-5.41%2025-12-312026-01-20history
GOVT ISHARES U.S. TREASURY BOND ETF83.2K shares3.27%2025-12-312026-01-20history
DGT STATE STREET SPDR GLOBAL DOW ETF11.4K shares1.51%2025-12-312026-01-20history
FE FIRSTENERGY CORP42.3K shares18.82%2025-12-312026-01-20history
Sponsored
GEV GE VERNOVA INC COM2.9K shares41.15%2025-12-312026-01-20history
IGSB ISHARES 1-3 YR CREDIT BOND ETF35.7K shares106.70%2025-12-312026-01-20history
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY40.1K shares-18.44%2025-12-312026-01-20history
VIG VANGUARD DIVIDEND APPRECIATION ETF8.5K shares117.73%2025-12-312026-01-20history
IR INGERSOLL RAND INC COM23.6K shares15.55%2025-12-312026-01-20history
UBER UBER TECHNOLOGIES INC COM22.3K shares39.96%2025-12-312026-01-20history
IWB ISHARES TR RUSSELL 1000 INDEX ETF4.9K shares-1.88%2025-12-312026-01-20history
CGCP CAPITAL GROUP CORE PLUS INCOME ETF79.9K shares1.22%2025-12-312026-01-20history
Sponsored
SYK STRYKER CORP5.1K shares0.12%2025-12-312026-01-20history
IVE ISHARES S&P 500 VALUE ETF8.5K shares3.92%2025-12-312026-01-20history
VONG VANGUARD RUSSELL 1000 GROWTH ETF14.6K shares-0.27%2025-12-312026-01-20history
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD14.8K shares64.21%2025-12-312026-01-20history
EATON CORP PLC SHS EATON CORP PLC SHS5.5K shares-0.54%2025-12-312026-01-20history
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF37.5K shares-9.69%2025-12-312026-01-20history
AMGN AMGEN INC5.4K shares3.67%2025-12-312026-01-20history
AES AES CORP COM118.5K shares20.87%2025-12-312026-01-20history
Sponsored
CGCB CAPITAL GROUP CORE BOND ETF63.5K shares153.69%2025-12-312026-01-20history
ORCL ORACLE CORPORATION8.6K shares1.44%2025-12-312026-01-20history
WFC WELLS FARGO CO NEW COM18.0K shares-0.45%2025-12-312026-01-20history
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF35.1K shares-0.69%2025-12-312026-01-20history
CGBL CAPITAL GROUP CORE BALANCED ETF46.8K shares40.54%2025-12-312026-01-20history
CVS CVS HEALTH CORP COM20.8K shares-3.11%2025-12-312026-01-20history
HON HONEYWELL INTL INC8.4K shares-2.53%2025-12-312026-01-20history
IVW ISHARES S&P 500 GROWTH ETF13.1K shares-0.15%2025-12-312026-01-20history
Sponsored
XLV HEALTH CARE SELECT SECTOR SPDR10.4K shares-2.54%2025-12-312026-01-20history
MCD MCDONALDS CORP COM5.0K shares2.84%2025-12-312026-01-20history
LOW LOWES COS INC COM6.1K shares-2.22%2025-12-312026-01-20history
ABBV ABBVIE INC COM6.4K shares4.98%2025-12-312026-01-20history
GS GOLDMAN SACHS GROUP INC1.6K shares4.18%2025-12-312026-01-20history
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF37.1K shares4.59%2025-12-312026-01-20history
NEE NEXTERA ENERGY INC COM17.6K shares5.43%2025-12-312026-01-20history
VOE VANGUARD MID-CAP VALUE ETF7.9K shares0.39%2025-12-312026-01-20history
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XEL XCEL ENERGY INC COM19.0K shares5.33%2025-12-312026-01-20history
EXAS EXACT SCIENCES CORP13.8K shares-16.65%2025-12-312026-01-20history
BKH BLACK HILLS CORP COM20.0K shares0.10%2025-12-312026-01-20history
AMD ADVANCED MICRO DEVICES INC COM6.4K shares-8.95%2025-12-312026-01-20history
CSCO CISCO SYS INC17.8K shares5.00%2025-12-312026-01-20history
BLACKSTONE INC COM BLACKSTONE INC COM8.9K shares0.74%2025-12-312026-01-20history
COWZ PACER US CASH COWS 100 ETF22.6K shares-6.30%2025-12-312026-01-20history
DE DEERE & CO COM2.9K shares-1.80%2025-12-312026-01-20history
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FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF49.5K shares-4.34%2025-12-312026-01-20history
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER30.7K shares0.00%2025-12-312026-01-20history
NFLX NETFLIX COM INC14.3K shares882.87%2025-12-312026-01-20history
IHI ISHARES U.S. MEDICAL DEVICES ETF21.5K shares394.08%2025-12-312026-01-20history
SCHG SCHWAB US LARGE CAP GROWTH ETF41.0K shares0.71%2025-12-312026-01-20history
XLU UTILITIES SELECT SECTOR SPDR30.8K shares350.08%2025-12-312026-01-20history
MO ALTRIA GROUP INC COM22.4K shares6.02%2025-12-312026-01-20history
PNC PNC FINL SVCS GROUP INC COM6.0K shares1.07%2025-12-312026-01-20history
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VONV VANGUARD RUSSELL 1000 VALUE ETF13.6K shares1.17%2025-12-312026-01-20history
FVD FIRST TRUST VALUE LINE DIVIDEND FUND26.5K shares-5.04%2025-12-312026-01-20history
VZ VERIZON COMMUNICATIONS29.3K shares-0.23%2025-12-312026-01-20history
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL22.2K shares0.00%2025-12-312026-01-20history
MERCK & CO INC MERCK & CO INC11.3K shares-5.41%2025-12-312026-01-20history
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE30.0K shares0.00%2025-12-312026-01-20history
PKG PACKAGING CORP AMER COM5.7K shares6.29%2025-12-312026-01-20history
KMI KINDER MORGAN INC42.8K shares8.84%2025-12-312026-01-20history
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EXC EXELON CORP COM27.0K shares5.47%2025-12-312026-01-20history
SPGI S&P GLOBAL INC COM2.2K shares0.36%2025-12-312026-01-20history
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF26.9K shares2.05%2025-12-312026-01-20history
KO COCA COLA CO COM16.6K shares4.09%2025-12-312026-01-20history
ALL ALLSTATE CORP5.5K shares0.09%2025-12-312026-01-20history
TDG TRANSDIGM GROUP INC COM DELAWARE857 shares5.54%2025-12-312026-01-20history
GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM3.4K shares-0.12%2025-12-312026-01-20history
GDX MARKET VECTORS GOLD MINERS INDEX ETF13.3K shares1.97%2025-12-312026-01-20history
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SO SOUTHERN CO COM13.0K shares22.45%2025-12-312026-01-20history
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF37.1K shares148.02%2025-12-312026-01-20history
CR CRANE COMPANY COMMON STOCK6.1K shares4.68%2025-12-312026-01-20history
LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW6.6K shares0.57%2025-12-312026-01-20history
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF10.5K shares2.74%2025-12-312026-01-20history
PEP PEPSICO INC COM7.8K shares1.15%2025-12-312026-01-20history
CITIGROUP INC CITIGROUP INC9.6K shares-2.25%2025-12-312026-01-20history
PWR QUANTA SERVICES INC2.6K shares-7.68%2025-12-312026-01-20history
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BAC BANK AMERICA CORP COM19.9K shares2.19%2025-12-312026-01-20history
PH PARKER-HANNIFIN CORP COM1.2K shares-11.73%2025-12-312026-01-20history
HOOD ROBINHOOD MKTS INC COM CL A9.4K shares-12.66%2025-12-312026-01-20history
MOAT VANECK MORNINGSTAR WIDE MOAT ETF10.1K shares-2.50%2025-12-312026-01-20history
SCHA SCHWAB ETFS- US SMALL-CAP ETF36.7K shares8.85%2025-12-312026-01-20history
IJR ISHARES S&P SMALLCAP 600 ETF8.7K shares10.41%2025-12-312026-01-20history
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF10.8K shares2.58%2025-12-312026-01-20history
VRTX VERTEX PHARMACEUTICALS IN2.3K shares3.14%2025-12-312026-01-20history
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AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF60.3K shares16.04%2025-12-312026-01-20history
SLV ISHARES SILVER TRUST ETF15.6K shares163.19%2025-12-312026-01-20history
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY29.7K shares0.00%2025-12-312026-01-20history
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF12.3K shares0.23%2025-12-312026-01-20history
KBWB INVESCO KBW BANK ETF11.5K shares-23.37%2025-12-312026-01-20history
IWO ISHARES RUSSELL 2000 GROWTH ETF3.0K shares6.30%2025-12-312026-01-20history
ICE INTERCONTINENTAL EXCHANGE INC COM5.9K shares-19.48%2025-12-312026-01-20history
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF19.3K shares1.89%2025-12-312026-01-20history
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PFE PFIZER INC COM37.8K shares6.12%2025-12-312026-01-20history
FBCV FIDELITY BLUE CHIP VALUE ETF26.4K shares221.85%2025-12-312026-01-20history
MS MORGAN STANLEY COM NEW5.3K shares3.35%2025-12-312026-01-20history
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR28.3K shares103.89%2025-12-312026-01-20history
SHW SHERWIN WILLIAMS CO COM2.9K shares-5.80%2025-12-312026-01-20history
FTCS FIRST TRUST CAPITAL STRENGTH ETF10.0K shares2.08%2025-12-312026-01-20history
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER21.3K shares23.66%2025-12-312026-01-20history
ZNOV INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER34.5K shares0.00%2025-12-312026-01-20history
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JCPB JPMORGAN CORE PLUS BOND ETF19.3K shares24.45%2025-12-312026-01-20history
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF12.2K shares0.12%2025-12-312026-01-20history
GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR18.5K shares1.57%2025-12-312026-01-20history
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX9.2K shares2.26%2025-12-312026-01-20history
XLF FINANCIAL SELECT SECTOR SPDR16.1K shares0.17%2025-12-312026-01-20history
SCHV SCHWAB US LARGE CAP VALUE ETF29.2K shares-4.39%2025-12-312026-01-20history
IWD ISHARES RUSSELL 1000 VALUE ETF4.1K shares-2.95%2025-12-312026-01-20history
VT VANGUARD TOTAL WORLD STOCK ETF6.1K shares11.83%2025-12-312026-01-20history
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COIN COINBASE GLOBAL INC COM CL A3.8K shares-12.14%2025-12-312026-01-20history
ACGL ARCH CAP GROUP LTD ORD8.8K shares-1.89%2025-12-312026-01-20history
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF18.7K shares5.85%2025-12-312026-01-20history
SCHB SCHWAB ETFS- US BROAD MARKET ETF31.9K shares-3.85%2025-12-312026-01-20history
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF11.1K shares5.16%2025-12-312026-01-20history
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF32.3K shares-0.10%2025-12-312026-01-20history
MLPA GLOBAL X MLP ETF17.1K shares951.23%2025-12-312026-01-20history
TMSL T. ROWE PRICE SMALL-MID CAP ETF23.0K shares19.02%2025-12-312026-01-20history
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CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF23.6K shares-0.29%2025-12-312026-01-20history
NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT57.7K shares-1.79%2025-12-312026-01-20history
THYF T. ROWE PRICE U.S. HIGH YIELD ETF15.5K shares4.91%2025-12-312026-01-20history
MEDTRONIC PLC SHS MEDTRONIC PLC SHS8.5K shares6.69%2025-12-312026-01-20history
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF10.0K shares-3.64%2025-12-312026-01-20history
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF11.9K shares4.19%2025-12-312026-01-20history
MPB MID PENN BANCORP INC COM25.9K shares0.00%2025-12-312026-01-20history
TFI SPDR MUNICIPAL BOND ETF17.1K shares-0.19%2025-12-312026-01-20history
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DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW6.6K shares3.60%2025-12-312026-01-20history
T AT&T INC COM31.2K shares7.22%2025-12-312026-01-20history
ETH GRAYSCALE ETHEREUM STAKING MINI ETF27.2K shares8.07%2025-12-312026-01-20history
UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY20.6K shares0.00%2025-12-312026-01-20history
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS2.7K shares-8.03%2025-12-312026-01-20history
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER17.2K shares7.21%2025-12-312026-01-20history
ECG EVERUS CONSTR GROUP COM8.8K shares0.29%2025-12-312026-01-20history
VTWO VANGUARD RUSSELL 2000 ETF7.4K shares-2.43%2025-12-312026-01-20history
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PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER17.7K shares754.23%2025-12-312026-01-20history
SPMO INVESCO S&P 500 MOMENTUM ETF6.2K shares543.63%2025-12-312026-01-20history
NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER25.6K sharesnew addition2025-12-312026-01-20history
CB CHUBB LIMITED COM2.4K shares-3.92%2025-12-312026-01-20history
ACA ARCOSA INC COM6.9K shares0.00%2025-12-312026-01-20history
AOR ISHARES GROWTH ALLOCATION ETF11.2K shares2.87%2025-12-312026-01-20history
AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD8.1K shares-7.60%2025-12-312026-01-20history
FBTC FIDELITY WISE ORIGIN BITCOIN FUND9.5K shares-5.26%2025-12-312026-01-20history
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CBOE CBOE GLOBAL MKTS INC COM2.9K shares-2.97%2025-12-312026-01-20history
CGUS CAPITAL GROUP CORE EQUITY ETF17.9K shares7.92%2025-12-312026-01-20history
ZAUG INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST27.0K shares-1.50%2025-12-312026-01-20history
SCMB SCHWAB MUNICIPAL BOND ETF27.7K shares-4.15%2025-12-312026-01-20history
FN FABRINET SHS1.6K shares8.95%2025-12-312026-01-20history
ARKB ARK 21SHARES BITCOIN ETF24.4K shares26.36%2025-12-312026-01-20history
VBK VANGUARD SMALL-CAP GROWTH ETF2.3K shares-3.89%2025-12-312026-01-20history
ALB-PA ALBEMARLE CORP 7.25 DEP SHS A11.8K shares-1.34%2025-12-312026-01-20history
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CRWD CROWDSTRIKE HLDGS INC CL A1.5K shares-25.63%2025-12-312026-01-20history
FI FISERV INC10.4K shares-3.81%2025-12-312026-01-20history
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER12.0K shares412.99%2025-12-312026-01-20history
IWS ISHARES RUSSELL MIDCAP VALUE INDEX4.9K shares-5.07%2025-12-312026-01-20history
ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY23.9K shares0.00%2025-12-312026-01-20history
APP APPLOVIN CORP COM CL A1.0K shares0.39%2025-12-312026-01-20history
VTEB VANGUARD TAX-EXEMPT BOND ETF13.7K shares-35.57%2025-12-312026-01-20history
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF6.8K shares-7.19%2025-12-312026-01-20history
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IUSB ISHARES CORE TOTAL USD BOND MARKET ETF14.4K shares11.42%2025-12-312026-01-20history
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF13.4K shares-19.92%2025-12-312026-01-20history
HFSI HARTFORD STRATEGIC INCOME ETF18.8K sharesnew addition2025-12-312026-01-20history
DSI ISHARES ESG MSCI KLD 400 ETF5.1K shares-1.07%2025-12-312026-01-20history
TW TRADEWEB MKTS INC CL A6.1K shares-0.10%2025-12-312026-01-20history
TER TERADYNE INC COM3.4K shares503.76%2025-12-312026-01-20history
ISRG INTUITIVE SURGICAL INC COM NEW1.2K shares-3.03%2025-12-312026-01-20history
JGRO JPMORGAN ACTIVE GROWTH ETF7.0K shares2.23%2025-12-312026-01-20history
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IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL21.1K shares0.00%2025-12-312026-01-20history
DIS DISNEY WALT CO COM5.7K shares-9.63%2025-12-312026-01-20history
DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF15.1K shares0.99%2025-12-312026-01-20history
BITWISE CRYPTO INDUSTRY INNOVATORS ETF BITWISE CRYPTO INDUSTRY INNOVATORS ETF32.3K sharesnew addition2025-12-312026-01-20history
OEF ISHARES TR S&P 100 INDEX FUND1.9K shares2.48%2025-12-312026-01-20history
VOT VANGUARD MID-CAP GROWTH ETF2.3K shares2.07%2025-12-312026-01-20history
MSTR MICROSTRATEGY INC A NEW4.1K shares-23.22%2025-12-312026-01-20history
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF11.9K shares14.81%2025-12-312026-01-20history
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MU MICRON TECHNOLOGY2.2K shares-2.75%2025-12-312026-01-20history
NFEB INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY22.2K shares0.00%2025-12-312026-01-20history
BYLD ISHARES YIELD OPTIMIZED BOND ETF27.3K shares0.16%2025-12-312026-01-20history
MKL MARKEL GROUP INC COM288 shares3.60%2025-12-312026-01-20history
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY8.4K shares-20.05%2025-12-312026-01-20history
XLE ENERGY SELECT SECTOR SPDR13.7K shares107.53%2025-12-312026-01-20history
ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF14.8K shares7.06%2025-12-312026-01-20history
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF12.0K shares-1.86%2025-12-312026-01-20history
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KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL17.2K shares0.05%2025-12-312026-01-20history
ADBE ADOBE SYS INC1.7K shares-10.17%2025-12-312026-01-20history
GLW CORNING INC COM6.6K shares9.06%2025-12-312026-01-20history
ESGU ISHARES ESG AWARE MSCI USA ETF3.9K shares6.62%2025-12-312026-01-20history
BLACKROCK INC BLACKROCK INC542 shares-3.56%2025-12-312026-01-20history
RDDT REDDIT INC CL A2.5K shares2.39%2025-12-312026-01-20history
NU NU HLDGS LTD ORD SHS CL A34.5K shares-1.71%2025-12-312026-01-20history
SNPS SYNOPSYS INC COM1.2K shares7.37%2025-12-312026-01-20history
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QCOM QUALCOMM INC3.3K shares2.01%2025-12-312026-01-20history
BSX BOSTON SCIENTIFIC CORP5.9K shares10.39%2025-12-312026-01-20history
AMAT APPLIED MATLS INC COM2.2K shares-6.17%2025-12-312026-01-20history
TRUP TRUPANION INC COM14.8K shares3.87%2025-12-312026-01-20history
WM WASTE MGMT INC DEL COM2.5K shares0.04%2025-12-312026-01-20history
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF11.3K shares-1.43%2025-12-312026-01-20history
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF8.0K shares2.13%2025-12-312026-01-20history
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF10.6K shares1.11%2025-12-312026-01-20history
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VTWV VANGUARD RUSSELL 2000 VALUE ETF3.4K shares11.42%2025-12-312026-01-20history
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY9.8K shares0.00%2025-12-312026-01-20history
SMH VANECK SEMICONDUCTOR ETF1.5K shares-1.97%2025-12-312026-01-20history
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE11.5K shares0.00%2025-12-312026-01-20history
ISEP INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER16.2K shares0.00%2025-12-312026-01-20history
CTAS CINTAS CORP COM2.8K shares4.29%2025-12-312026-01-20history
OSK OSHKOSH CORP COM4.1K shares0.12%2025-12-312026-01-20history
STLD STEEL DYNAMICS INC COM3.1K shares0.66%2025-12-312026-01-20history
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IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF9.6K shares-1.81%2025-12-312026-01-20history
ITA ISHARES TR DOW JONESUS AEROSPACE & DEF2.4K shares8.13%2025-12-312026-01-20history
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF5.0K shares-4.81%2025-12-312026-01-20history
KNOV INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER18.0K sharesnew addition2025-12-312026-01-20history
VGT VANGUARD INFORMATION TECHNOLOGY ETF676 shares89.36%2025-12-312026-01-20history
JAVA JPMORGAN ACTIVE VALUE ETF7.1K shares1.76%2025-12-312026-01-20history
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A1.9K shares11.39%2025-12-312026-01-20history
USB US BANCORP DEL COM NEW9.3K shares-0.68%2025-12-312026-01-20history
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VXF VANGUARD EXTENDED MARKET ETF2.4K shares49.22%2025-12-312026-01-20history
TXN TEXAS INSTRS INC COM2.9K shares5.14%2025-12-312026-01-20history
PRU PRUDENTIAL FINL INC4.4K shares1.92%2025-12-312026-01-20history
NLR VANECK URANIUM AND NUCLEAR ETF4.0K shares-0.97%2025-12-312026-01-20history
ASML ASML HOLDING N V N Y REGISTRY SHS460 shares0.88%2025-12-312026-01-20history
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR21.0K shares0.00%2025-12-312026-01-20history
INOV INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER14.1K shares1266.05%2025-12-312026-01-20history
GRAB GRAB HOLDINGS LIMITED CLASS A ORD97.0K shares-16.77%2025-12-312026-01-20history
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BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF9.7K shares-4.52%2025-12-312026-01-20history
CSX CSX CORP13.3K shares-7.81%2025-12-312026-01-20history
TRV TRAVELERS COMPANIES INC COM1.7K shares12.27%2025-12-312026-01-20history
MOH MOLINA HEALTHCARE INC2.8K shares-16.16%2025-12-312026-01-20history
EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL16.2K shares0.00%2025-12-312026-01-20history
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF3.3K shares9.81%2025-12-312026-01-20history
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD15.8K shares0.42%2025-12-312026-01-20history
IVOO VANGUARD S&P MID-CAP 400 ETF4.3K shares-6.71%2025-12-312026-01-20history
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TSCO TRACTOR SUPPLY CO COM9.5K shares-4.01%2025-12-312026-01-20history
DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF14.0K shares0.00%2025-12-312026-01-20history
HIG HARTFORD FINL SVCS GROUP INC3.4K shares0.29%2025-12-312026-01-20history
UNP UNION PAC CORP COM2.0K shares-6.31%2025-12-312026-01-20history
MBB ISHARES MBS BOND ETF4.9K shares1.55%2025-12-312026-01-20history
KR KROGER CO COM7.4K shares0.75%2025-12-312026-01-20history
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF12.5K shares6.61%2025-12-312026-01-20history
WWD WOODWARD INC COM1.5K shares-4.92%2025-12-312026-01-20history
Sponsored
ENB ENBRIDGE INC COM9.4K shares20.51%2025-12-312026-01-20history
EFV ISHARES MSCI EAFE VALUE INDEX ETF6.3K shares-7.09%2025-12-312026-01-20history
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF7.4K shares3.17%2025-12-312026-01-20history
XLB MATERIALS SELECT SECTOR SPDR9.9K shares90.52%2025-12-312026-01-20history
APG API GROUP CORP COM STK11.7K shares0.00%2025-12-312026-01-20history
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF6.7K shares-4.79%2025-12-312026-01-20history
KNF KNIFE RIVER CORP COMMON STOCK6.3K shares4.68%2025-12-312026-01-20history
IWR ISHARES TR RUSSELL MIDCAP INDEX FD4.6K shares10.10%2025-12-312026-01-20history
Sponsored
DGRO ISHARES CORE DIVIDEND GROWTH ETF6.4K shares1.48%2025-12-312026-01-20history
RSG REPUBLIC SVCS INC COM2.1K shares-0.38%2025-12-312026-01-20history
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN9.7K shares4.32%2025-12-312026-01-20history
WPM WHEATON PRECIOUS METALS CORP COM3.7K shares8.67%2025-12-312026-01-20history
CNQ CANADIAN NAT RES LTD COM12.8K shares33.72%2025-12-312026-01-20history
AKRE FOCUS ETF AKRE FOCUS ETF6.6K sharesnew addition2025-12-312026-01-20history
AEP AMERICAN ELEC PWR CO INC COM3.7K shares1.99%2025-12-312026-01-20history
CASY CASEYS GEN STORES INC COM774 shares6.91%2025-12-312026-01-20history
Sponsored
USMV ISHARES MSCI USA MIN VOL FACTOR ETF4.5K shares-9.21%2025-12-312026-01-20history
SCHE SCHWAB EMERGING MARKET EQ ETF13.0K shares1.10%2025-12-312026-01-20history
DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF10.3K shares-0.01%2025-12-312026-01-20history
SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF7.6K shares33.87%2025-12-312026-01-20history
AWI ARMSTRONG WORLD INDS INC NEW COM2.2K shares0.14%2025-12-312026-01-20history
ENTG ENTEGRIS INC COM5.0K shares0.00%2025-12-312026-01-20history
CRM SALESFORCE COM1.6K shares-3.26%2025-12-312026-01-20history
IYG ISHARES US FINANCIAL SERVICES ETF4.5K shares-88.18%2025-12-312026-01-20history
Sponsored
LNG CHENIERE ENERGY INC COM NEW2.1K shares36.24%2025-12-312026-01-20history
GM GENERAL MOTORS CORP5.0K shares-1.99%2025-12-312026-01-20history
BA BOEING CO COM1.9K shares4.44%2025-12-312026-01-20history
HCA HCA HEALTHCARE INC COM866 shares6.13%2025-12-312026-01-20history
BSV VANGUARD SHORT TERM BOND5.1K shares-1.73%2025-12-312026-01-20history
TOTALENERGIES SE ACT TOTALENERGIES SE ACT6.1K sharesnew addition2025-12-312026-01-20history
QQQI NEOS NASDAQ 100 HIGH INCOME ETF7.3K shares-20.26%2025-12-312026-01-20history
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF4.2K shares4.99%2025-12-312026-01-20history
Sponsored
JPIE JPMORGAN INCOME ETF8.5K shares2.04%2025-12-312026-01-20history
WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM3.7K shares1.34%2025-12-312026-01-20history
SILJ AMPLIFY JUNIOR SILVER MINERS ETF14.1K shares41.14%2025-12-312026-01-20history
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF5.5K shares5.00%2025-12-312026-01-20history
DTE DTE ENERGY CO COM3.0K shares23.69%2025-12-312026-01-20history
SPOT SPOTIFY TECHNOLOGY S A SHS668 shares-29.98%2025-12-312026-01-20history
COP CONOCOPHILLIPS COM4.1K shares2.35%2025-12-312026-01-20history
TGT TARGET CORP COM3.9K shares-7.62%2025-12-312026-01-20history
Sponsored
IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.8K shares15.35%2025-12-312026-01-20history
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND3.8K shares9.56%2025-12-312026-01-20history
ITB ISHARES DOW JONES US HOME CONST (ETF)3.9K shares-8.18%2025-12-312026-01-20history
SDY SPDR SER TR S&P DIVID ETF2.7K shares18.20%2025-12-312026-01-20history
CMI CUMMINS INC COM735 shares-0.81%2025-12-312026-01-20history
VTWG VANGUARD RUSSELL 2000 GROWTH ETF1.6K shares-3.00%2025-12-312026-01-20history
TJX TJX COS INC NEW COM2.4K shares3.23%2025-12-312026-01-20history
CTVA CORTEVA INC COM5.6K shares4.67%2025-12-312026-01-20history
Sponsored
ECL ECOLAB INC COM1.4K shares-14.14%2025-12-312026-01-20history
EME EMCOR GROUP INC601 shares-0.99%2025-12-312026-01-20history
VOX VANGUARD COMMUNICATION SERVICES ETF1.9K shares-91.50%2025-12-312026-01-20history
SBUX STARBUCKS CORP4.3K shares-3.47%2025-12-312026-01-20history
QTPI NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF14.2K shares17.04%2025-12-312026-01-20history
GIS GENERAL MLS INC COM7.8K shares-3.22%2025-12-312026-01-20history
CRSP CRISPR THERAPEUTICS AG NAMEN AKT6.9K shares0.85%2025-12-312026-01-20history
ADFI ANFIELD DYNAMIC FIXED INCOME ETF42.0K shares1.06%2025-12-312026-01-20history
Sponsored
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER10.2K shares1219.64%2025-12-312026-01-20history
ARCC ARES CAPITAL CORP COM17.5K shares-12.90%2025-12-312026-01-20history
ARKK ARK INNOVATION ETF4.6K shares2.01%2025-12-312026-01-20history
QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.8K shares-18.53%2025-12-312026-01-20history
AJG GALLAGHER ARTHUR J & CO COM1.4K shares0.00%2025-12-312026-01-20history
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF7.3K shares11.14%2025-12-312026-01-20history
INTC INTEL CORP COM9.4K shares1.61%2025-12-312026-01-20history
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST717 shares-2.05%2025-12-312026-01-20history
Sponsored
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF1.8K shares57.35%2025-12-312026-01-20history
ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER12.8K shares0.00%2025-12-312026-01-20history
IWV ISHARES RUSSELL 3000 ETF883 shares0.23%2025-12-312026-01-20history
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF2.9K shares6.93%2025-12-312026-01-20history
ELV ELEVANCE HEALTH INC FORMERLY A COM950 shares2.70%2025-12-312026-01-20history
FCX FREEPORT MCMORAN COPPER6.5K shares-1.15%2025-12-312026-01-20history
CMCSA COMCAST CORP NEW CL A11.1K shares0.31%2025-12-312026-01-20history
MSI MOTOROLA SOLUTIONS INC COM NEW860 shares0.70%2025-12-312026-01-20history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF6.6K shares-57.38%2025-12-312026-01-20history
OKLO OKLO INC COM CL A4.6K shares-18.99%2025-12-312026-01-20history
SOLV SOLVENTUM CORP COM SHS4.1K shares-2.30%2025-12-312026-01-20history
MGC VANGUARD MEGA CAP ETF1.3K shares0.00%2025-12-312026-01-20history
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF9.0K shares8.21%2025-12-312026-01-20history
ADI ANALOG DEVICES INC COM1.2K shares-0.50%2025-12-312026-01-20history
VDE VANGUARD ENERGY ETF2.5K shares32.15%2025-12-312026-01-20history
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND6.0K shares7.34%2025-12-312026-01-20history
Sponsored
IWN ISHARES RUSSELL 2000 VALUE1.7K shares0.12%2025-12-312026-01-20history
DIVB ISHARES CORE DIVIDEND ETF5.9K shares2.13%2025-12-312026-01-20history
TT TRANE TECHNOLOGIES PLC SHS804 shares-5.19%2025-12-312026-01-20history
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF8.4K shares25.02%2025-12-312026-01-20history
MDLZ MONDELEZ INTL INC CL A5.8K shares1.37%2025-12-312026-01-20history
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF13.3K shares-2.46%2025-12-312026-01-20history
INCY INCYTE CORP3.1K shares3.64%2025-12-312026-01-20history
BP BP PLC SPONSORED ADR8.8K shares-1.36%2025-12-312026-01-20history
Sponsored
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF1.6K shares-32.12%2025-12-312026-01-20history
O REALTY INCOME CORP COM5.4K shares-7.41%2025-12-312026-01-20history
NKE NIKE INC CLASS B4.7K shares-7.80%2025-12-312026-01-20history
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH6.7K shares0.00%2025-12-312026-01-20history

Call Option Holdings
META Call CallMETA PLATFORMS INC CL A200 shares-50.00%2025-12-312026-01-20history
ASML Call CallASML HOLDING N V N Y REGISTRY SHS100 shares0.00%2025-12-312026-01-20history
AMD Call CallADVANCED MICRO DEVICES INC COM400 shares0.00%2025-12-312026-01-20history
SFM Call CallSPROUTS FMRS MKT INC COM900 shares0.00%2025-12-312026-01-20history
UNH Call CallUNITEDHEALTH GROUP200 shares0.00%2025-12-312026-01-20history
NVDA Call CallNVIDIA CORPORATION COM300 shares-40.00%2025-12-312026-01-20history
LULU Call CallLULULEMON ATHLETICA INC200 shares0.00%2025-12-312026-01-20history
PLTR Call CallPALANTIR TECHNOLOGIES INC CL A200 shares0.00%2025-12-312026-01-20history
CELESTICA INC COM Call CallCELESTICA INC COM100 shares-50.00%2025-12-312026-01-20history
SNOW Call CallSNOWFLAKE INC COM SHS100 shares0.00%2025-12-312026-01-20history
MMM Call Call3M CO COM100 shares-50.00%2025-12-312026-01-20history
INTC Call CallINTEL CORP COM300 shares-62.50%2025-12-312026-01-20history
CLX Call CallCLOROX CO DEL COM100 sharesnew addition2025-12-312026-01-20history
SBUX Call CallSTARBUCKS CORP100 shares0.00%2025-12-312026-01-20history
TTD Call CallTHE TRADE DESK INC COM CL A200 shares-66.67%2025-12-312026-01-20history
AMBA Call CallAMBARELLA INC SHS100 shares-50.00%2025-12-312026-01-20history

Put Option Holdings
XLF Put PutFINANCIAL SELECT SECTOR SPDR3.0K shares-60.00%2025-12-312026-01-20history