The Analysis of Advyzon Investment Management, LLC's Holdings
Currently, Advyzon Investment Management, LLC holds 569 types of securities in its portfolio with a total value $862.0M. In the most recent quarter, they have increased their positions in IVV (+19.4K shares, valued at $13.3M), IVE (+40.6K shares, valued at $8.6M), DYNF (+138.3K shares, valued at $8.4M); decreased their positions in STXG (-134.0K shares, valued at $6.8M), STXV (-193.9K shares, valued at $6.5M), IBIT (-62.8K shares, valued at $3.1M); initiated new positions in XTWY (+121.7K shares, valued at $4.6M), SPGP (+30.7K shares, valued at $3.5M), ITA (+9.7K shares, valued at $2.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS106.2K shares10.63%2025-12-312026-02-13
IVV ISHARES TR29.1K shares197.77%2025-12-312026-02-13 BAR GRANITESHARES GOLD TR452.0K shares55.02%2025-12-312026-02-13 SPDW SPDR INDEX SHS FDS368.3K shares7.63%2025-12-312026-02-13 BND VANGUARD BD INDEX FDS220.3K shares4.11%2025-12-312026-02-13 MSFT MICROSOFT CORP31.2K shares47.15%2025-12-312026-02-13 NVDA NVIDIA CORPORATION70.7K shares30.55%2025-12-312026-02-13 VO VANGUARD INDEX FDS44.9K shares11.49%2025-12-312026-02-13 AAPL APPLE INC41.3K shares52.45%2025-12-312026-02-13 SPEM SPDR INDEX SHS FDS223.3K shares6.09%2025-12-312026-02-13 USDU WISDOMTREE TR404.4K shares308.03%2025-12-312026-02-13 BROADCOM INC BROADCOM INC28.0K shares43.69%2025-12-312026-02-13 DYNF BLACKROCK ETF TRUST159.1K shares664.99%2025-12-312026-02-13 IVE ISHARES TR43.9K shares1208.64%2025-12-312026-02-13 IVW ISHARES TR71.2K shares517.94%2025-12-312026-02-13 AMZN AMAZON COM INC38.0K shares38.61%2025-12-312026-02-13 META META PLATFORMS INC13.2K shares41.35%2025-12-312026-02-13 XLE SELECT SECTOR SPDR TR178.7K shares304.88%2025-12-312026-02-13 IEMG ISHARES INC117.1K shares918.28%2025-12-312026-02-13 SMH VANECK ETF TRUST21.8K shares-4.34%2025-12-312026-02-13 MUB ISHARES TR72.5K shares75.09%2025-12-312026-02-13 WMT WALMART INC67.1K shares75.41%2025-12-312026-02-13 STXG EA SERIES TRUST146.7K shares-47.74%2025-12-312026-02-13 STXV EA SERIES TRUST223.1K shares-46.51%2025-12-312026-02-13 EFV ISHARES TR97.1K shares538.97%2025-12-312026-02-13 OEF ISHARES TR19.2K shares536.07%2025-12-312026-02-13 VTV VANGUARD INDEX FDS31.6K shares6.93%2025-12-312026-02-13 VEA VANGUARD TAX-MANAGED FDS95.3K shares26.12%2025-12-312026-02-13 ALPHABET INC ALPHABET INC18.9K shares12.89%2025-12-312026-02-13 GLD SPDR GOLD TR14.2K shares2.51%2025-12-312026-02-13 MAGS LISTED FDS TR84.5K shares119.66%2025-12-312026-02-13 ALPHABET INC ALPHABET INC17.7K shares78.95%2025-12-312026-02-13 JPM JPMORGAN CHASE & CO.15.7K shares84.31%2025-12-312026-02-13 XTRE BONDBLOXX ETF TRUST99.5K shares64.99%2025-12-312026-02-13 XTWY BONDBLOXX ETF TRUST121.7K sharesnew addition2025-12-312026-02-13 BUXX EA SERIES TRUST227.1K shares-30.65%2025-12-312026-02-13 HYG ISHARES TR54.5K shares118.09%2025-12-312026-02-13 ANGL VANECK ETF TRUST147.8K shares2.25%2025-12-312026-02-13 LLY ELI LILLY & CO4.0K shares155.38%2025-12-312026-02-13 TQQQ PROSHARES TR81.1K shares77.54%2025-12-312026-02-13 SCHG SCHWAB STRATEGIC TR127.4K shares63.32%2025-12-312026-02-13 JNJ JOHNSON & JOHNSON19.9K shares82.21%2025-12-312026-02-13 DSEP FIRST TR EXCHNG TRADED FD VI91.7K shares-0.16%2025-12-312026-02-13 QUAL ISHARES TR20.7K shares302.80%2025-12-312026-02-13 AVDE AMERICAN CENTY ETF TR49.9K shares4.48%2025-12-312026-02-13 CGMU CAPITAL GRP FIXED INCM ETF T149.3K shares30.91%2025-12-312026-02-13 THRO BLACKROCK ETF TRUST97.6K shares743.96%2025-12-312026-02-13 PDBC INVESCO ACTVELY MNGD ETC FD282.0K shares149.90%2025-12-312026-02-13 IJR ISHARES TR30.5K shares25.62%2025-12-312026-02-13 DFSV DIMENSIONAL ETF TRUST108.3K shares22.35%2025-12-312026-02-13 VCRM VANGUARD MUN BD FDS46.8K shares-0.14%2025-12-312026-02-13 SPGP INVESCO EXCHANGE TRADED FD T30.7K sharesnew addition2025-12-312026-02-13 PM PHILIP MORRIS INTL INC21.3K shares108.95%2025-12-312026-02-13 BAI BLACKROCK ETF TRUST98.1K shares736.84%2025-12-312026-02-13 ZECP ZACKS TRUST93.6K shares50.51%2025-12-312026-02-13 SCHP SCHWAB STRATEGIC TR122.8K shares3.68%2025-12-312026-02-13 MTUM ISHARES TR12.8K shares213.98%2025-12-312026-02-13 VTEB VANGUARD MUN BD FDS63.5K shares3.17%2025-12-312026-02-13 CGUS CAPITAL GROUP CORE EQUITY ET79.1K shares135.19%2025-12-312026-02-13 CSCO CISCO SYS INC41.1K shares83.66%2025-12-312026-02-13 SPY SPDR S&P 500 ETF TR4.6K shares156.19%2025-12-312026-02-13 EFA ISHARES TR32.6K shares40.25%2025-12-312026-02-13 IUSB ISHARES TR64.7K shares112.90%2025-12-312026-02-13 XOM EXXON MOBIL CORP24.7K shares78.51%2025-12-312026-02-13 SPYM SPDR SERIES TRUST36.5K shares-17.03%2025-12-312026-02-13 IJH ISHARES TR44.2K shares34.69%2025-12-312026-02-13 TSLA TESLA INC6.3K shares22.24%2025-12-312026-02-13 XAR SPDR SERIES TRUST11.6K shares57.99%2025-12-312026-02-13 IWY ISHARES TR10.1K shares182.21%2025-12-312026-02-13 SPMO INVESCO EXCH TRADED FD TR II22.9K shares23.45%2025-12-312026-02-13 XLK SELECT SECTOR SPDR TR18.5K shares-23.33%2025-12-312026-02-13 XLV SELECT SECTOR SPDR TR17.1K shares17.33%2025-12-312026-02-13 MCD MCDONALDS CORP8.5K shares55.72%2025-12-312026-02-13 POCT INNOVATOR ETFS TRUST59.1K shares46.79%2025-12-312026-02-13 TJX TJX COS INC NEW16.6K shares53.58%2025-12-312026-02-13 CGDV CAPITAL GROUP DIVIDEND VALUE58.1K shares82.81%2025-12-312026-02-13 JANW AIM ETF PRODUCTS TRUST67.0K shares826.68%2025-12-312026-02-13 JULW AIM ETF PRODUCTS TRUST63.4K shares828.17%2025-12-312026-02-13 APRW AIM ETF PRODUCTS TRUST71.1K shares835.18%2025-12-312026-02-13 OCTW AIM ETF PRODUCTS TRUST63.5K shares828.76%2025-12-312026-02-13 PG PROCTER AND GAMBLE CO17.2K shares55.53%2025-12-312026-02-13 NEE NEXTERA ENERGY INC30.6K shares48.15%2025-12-312026-02-13 AGG ISHARES TR24.6K shares78.49%2025-12-312026-02-13 IXUS ISHARES TR28.9K shares8.61%2025-12-312026-02-13 HD HOME DEPOT INC7.0K shares64.71%2025-12-312026-02-13 V VISA INC6.8K shares15.55%2025-12-312026-02-13 TSM TAIWAN SEMICONDUCTOR MFG LTD7.8K shares46.81%2025-12-312026-02-13 VGIT VANGUARD SCOTTSDALE FDS39.0K shares10.83%2025-12-312026-02-13 FLOT ISHARES TR44.9K shares15.78%2025-12-312026-02-13 SPYV SPDR SERIES TRUST39.7K shares27.12%2025-12-312026-02-13 BAC BANK AMERICA CORP40.3K shares59.76%2025-12-312026-02-13 BLACKROCK INC BLACKROCK INC2.0K shares300.20%2025-12-312026-02-13 VBR VANGUARD INDEX FDS10.2K shares9.32%2025-12-312026-02-13 AVEM AMERICAN CENTY ETF TR27.9K shares24.23%2025-12-312026-02-13 SPTM SPDR SERIES TRUST25.7K shares18.24%2025-12-312026-02-13 CVX CHEVRON CORP NEW13.8K shares82.50%2025-12-312026-02-13 ITA ISHARES TR9.7K sharesnew addition2025-12-312026-02-13 TOTL SSGA ACTIVE ETF TR50.1K shares31.61%2025-12-312026-02-13 XLP SELECT SECTOR SPDR TR25.8K shares16.47%2025-12-312026-02-13 STXM EA SERIES TRUST70.1K shares-48.01%2025-12-312026-02-13 WFC WELLS FARGO CO NEW21.0K shares46.27%2025-12-312026-02-13 CWB SPDR SERIES TRUST21.8K shares151.65%2025-12-312026-02-13 UNH UNITEDHEALTH GROUP INC5.8K shares102.85%2025-12-312026-02-13 BIL SPDR SERIES TRUST20.5K shares15.99%2025-12-312026-02-13 TLH ISHARES TR17.5K shares271.08%2025-12-312026-02-13 GE AEROSPACE GE AEROSPACE5.8K shares59.06%2025-12-312026-02-13 RTX RTX CORPORATION9.6K shares62.54%2025-12-312026-02-13 SCHW SCHWAB CHARLES CORP16.8K shares91.88%2025-12-312026-02-13 PANW PALO ALTO NETWORKS INC9.1K shares56.16%2025-12-312026-02-13 JPME J P MORGAN EXCHANGE TRADED F15.4K shares627.64%2025-12-312026-02-13 MOAT VANECK ETF TRUST15.9K shares27.36%2025-12-312026-02-13 XLF SELECT SECTOR SPDR TR30.0K shares47.99%2025-12-312026-02-13 SPLB SPDR SERIES TRUST72.7K shares4.06%2025-12-312026-02-13 VXF VANGUARD INDEX FDS7.8K shares82.56%2025-12-312026-02-13 XLC SELECT SECTOR SPDR TR13.7K shares28.46%2025-12-312026-02-13 ORCL ORACLE CORP8.2K shares-0.77%2025-12-312026-02-13 TXN TEXAS INSTRS INC9.1K shares103.05%2025-12-312026-02-13 MA MASTERCARD INCORPORATED2.7K shares36.93%2025-12-312026-02-13 IUS INVESCO EXCH TRD SLF IDX FD26.9K shares273.97%2025-12-312026-02-13 WCMI FIRST TR EXCHANGE-TRADED FD89.7K shares81.94%2025-12-312026-02-13 IBM INTERNATIONAL BUSINESS MACHS5.1K shares75.80%2025-12-312026-02-13 VZ VERIZON COMMUNICATIONS INC37.2K shares61.71%2025-12-312026-02-13 SCHF SCHWAB STRATEGIC TR62.3K shares0.56%2025-12-312026-02-13 USIG ISHARES TR28.3K shares0.34%2025-12-312026-02-13 GOVT ISHARES TR63.2K shares8.31%2025-12-312026-02-13 APH AMPHENOL CORP NEW10.7K shares39.27%2025-12-312026-02-13 PGR PROGRESSIVE CORP6.1K shares118.22%2025-12-312026-02-13 VGT VANGUARD WORLD FD1.9K shares-1.12%2025-12-312026-02-13 DFAC DIMENSIONAL ETF TRUST35.2K shares52.60%2025-12-312026-02-13 GLDM WORLD GOLD TR16.3K shares-1.70%2025-12-312026-02-13 NFLX NETFLIX INC14.8K shares642.48%2025-12-312026-02-13 SMIZ ZACKS TRUST36.5K shares63.96%2025-12-312026-02-13 SBUX STARBUCKS CORP16.0K shares84.02%2025-12-312026-02-13 BA BOEING CO6.2K shares34.26%2025-12-312026-02-13 JPSE J P MORGAN EXCHANGE TRADED F26.9K sharesnew addition2025-12-312026-02-13 CGHM CAPITAL GRP FIXED INCM ETF T52.6K shares133.60%2025-12-312026-02-13 ORLY OREILLY AUTOMOTIVE INC14.7K shares-10.59%2025-12-312026-02-13 BSV VANGUARD BD INDEX FDS16.9K shares23.35%2025-12-312026-02-13 LOW LOWES COS INC5.5K shares112.57%2025-12-312026-02-13 PEP PEPSICO INC9.3K shares78.62%2025-12-312026-02-13 NTES NETEASE INC9.6K shares14.54%2025-12-312026-02-13 FAD FIRST TR EXCHANGE-TRADED ALP8.1K shares437.80%2025-12-312026-02-13 ABT ABBOTT LABS10.3K shares159.83%2025-12-312026-02-13 CGGR CAPITAL GROUP GROWTH ETF28.9K shares452.67%2025-12-312026-02-13 INTC INTEL CORP34.2K shares66.79%2025-12-312026-02-13 MS MORGAN STANLEY7.1K shares53.91%2025-12-312026-02-13 HYD VANECK ETF TRUST24.2K shares1.65%2025-12-312026-02-13 PFE PFIZER INC49.7K shares66.93%2025-12-312026-02-13 QUIZ ZACKS TRUST46.1K sharesnew addition2025-12-312026-02-13 URI UNITED RENTALS INC1.5K shares109.92%2025-12-312026-02-13 BDYN BLACKROCK ETF TRUST47.1K sharesnew addition2025-12-312026-02-13 TLT ISHARES TR13.8K shares0.91%2025-12-312026-02-13 TCAF T ROWE PRICE ETF INC31.1K shares237.09%2025-12-312026-02-13 CGGE CAPITAL GROUP GLOBAL EQUITY37.5K sharesnew addition2025-12-312026-02-13 SPYG SPDR SERIES TRUST11.0K shares54.12%2025-12-312026-02-13 SO SOUTHERN CO13.4K shares1.64%2025-12-312026-02-13 CAT CATERPILLAR INC2.0K shares347.24%2025-12-312026-02-13 SDVY FIRST TR EXCHANGE-TRADED FD30.1K shares445.45%2025-12-312026-02-13 IBIT ISHARES BITCOIN TRUST ETF23.2K shares-73.03%2025-12-312026-02-13 CMCSA COMCAST CORP NEW38.5K shares152.80%2025-12-312026-02-13 ISRG INTUITIVE SURGICAL INC2.0K shares55.60%2025-12-312026-02-13 NOC NORTHROP GRUMMAN CORP2.0K shares151.07%2025-12-312026-02-13 STXT EA SERIES TRUST56.6K shares-24.08%2025-12-312026-02-13 CRWD CROWDSTRIKE HLDGS INC2.4K shares52.78%2025-12-312026-02-13 PLTR PALANTIR TECHNOLOGIES INC6.4K shares25.49%2025-12-312026-02-13 PODD INSULET CORP4.0K shares25.73%2025-12-312026-02-13 COP CONOCOPHILLIPS12.0K shares181.39%2025-12-312026-02-13 APD AIR PRODS & CHEMS INC4.5K shares102.73%2025-12-312026-02-13 QCOM QUALCOMM INC6.5K shares63.19%2025-12-312026-02-13 NSC NORFOLK SOUTHN CORP3.8K shares175.13%2025-12-312026-02-13 XLY SELECT SECTOR SPDR TR9.1K shares136.50%2025-12-312026-02-13 XLU SELECT SECTOR SPDR TR25.6K shares133.02%2025-12-312026-02-13 WBIL ABSOLUTE SHS TR31.1K shares-14.50%2025-12-312026-02-13 AMGN AMGEN INC3.3K shares173.88%2025-12-312026-02-13 THIR THOR FINL TECHNOLOGIES TR32.3K sharesnew addition2025-12-312026-02-13 KO COCA COLA CO14.8K shares83.93%2025-12-312026-02-13 VGSH VANGUARD SCOTTSDALE FDS17.1K shares47.54%2025-12-312026-02-13 BINC BLACKROCK ETF TRUST II18.9K shares23.98%2025-12-312026-02-13 WBIG ABSOLUTE SHS TR41.0K shares-8.76%2025-12-312026-02-13 GILD GILEAD SCIENCES INC7.8K shares168.97%2025-12-312026-02-13 VWO VANGUARD INTL EQUITY INDEX F17.6K shares150.61%2025-12-312026-02-13 XLI SELECT SECTOR SPDR TR6.1K shares43.40%2025-12-312026-02-13 IWB ISHARES TR2.5K shares209.74%2025-12-312026-02-13 VUG VANGUARD INDEX FDS1.9K shares75.05%2025-12-312026-02-13 RCL ROYAL CARIBBEAN GROUP3.3K shares253.22%2025-12-312026-02-13 STXK EA SERIES TRUST27.4K shares-49.50%2025-12-312026-02-13 MO ALTRIA GROUP INC15.7K shares44.16%2025-12-312026-02-13 SCHR SCHWAB STRATEGIC TR35.6K shares4.94%2025-12-312026-02-13 FTSM FIRST TR EXCHANGE-TRADED FD14.8K shares-46.39%2025-12-312026-02-13 ALPS ETF TR ALPS ETF TR18.8K shares18.18%2025-12-312026-02-13 GEV GE VERNOVA INC1.3K shares174.90%2025-12-312026-02-13 PLD PROLOGIS INC.6.7K sharesnew addition2025-12-312026-02-13 PFF ISHARES TR27.5K shares8.14%2025-12-312026-02-13 WBIF ABSOLUTE SHS TR27.0K shares-12.23%2025-12-312026-02-13 COF CAPITAL ONE FINL CORP3.5K shares100.81%2025-12-312026-02-13 CNX CNX RES CORP22.5K shares258.96%2025-12-312026-02-13 VGLT VANGUARD SCOTTSDALE FDS14.8K shares19.40%2025-12-312026-02-13 MNST MONSTER BEVERAGE CORP NEW10.8K shares6.45%2025-12-312026-02-13 CINF CINCINNATI FINL CORP5.0K shares94.00%2025-12-312026-02-13 UBER UBER TECHNOLOGIES INC10.1K shares80.49%2025-12-312026-02-13 HMOP HARTFORD FDS EXCHANGE TRADED20.9K shares8.06%2025-12-312026-02-13 BTI BRITISH AMERN TOB PLC14.4K sharesnew addition2025-12-312026-02-13 VT VANGUARD INTL EQUITY INDEX F5.8K sharesnew addition2025-12-312026-02-13 DBMF LITMAN GREGORY FDS TR28.7K shares151.44%2025-12-312026-02-13 DFIV DIMENSIONAL ETF TRUST16.1K shares70.84%2025-12-312026-02-13 VIOG VANGUARD ADMIRAL FDS INC6.6K sharesnew addition2025-12-312026-02-13 STRV EA SERIES TRUST18.0K shares-3.74%2025-12-312026-02-13 JMUB J P MORGAN EXCHANGE TRADED F15.7K shares8.52%2025-12-312026-02-13 AMD ADVANCED MICRO DEVICES INC3.7K shares-12.44%2025-12-312026-02-13 MINT PIMCO ETF TR7.9K sharesnew addition2025-12-312026-02-13 CGBL CAPITAL GROUP CORE BALANCED22.2K sharesnew addition2025-12-312026-02-13 IAGG ISHARES TR15.7K shares165.78%2025-12-312026-02-13 UNP UNION PAC CORP3.4K shares29.49%2025-12-312026-02-13 IEF ISHARES TR8.2K shares39.06%2025-12-312026-02-13 AZN ASTRAZENECA PLC8.5K sharesnew addition2025-12-312026-02-13 USB US BANCORP DEL14.6K sharesnew addition2025-12-312026-02-13 BMY BRISTOL-MYERS SQUIBB CO14.4K shares38.71%2025-12-312026-02-13 SHLD GLOBAL X FDS11.9K sharesnew addition2025-12-312026-02-13 TLTW ISHARES TR33.8K shares13.39%2025-12-312026-02-13 AXP AMERICAN EXPRESS CO2.1K shares69.70%2025-12-312026-02-13 KLAC KLA CORP629 shares18.90%2025-12-312026-02-13 VCSH VANGUARD SCOTTSDALE FDS9.5K shares31.48%2025-12-312026-02-13 IDCC INTERDIGITAL INC2.4K shares61.78%2025-12-312026-02-13 EFG ISHARES TR6.6K shares206.16%2025-12-312026-02-13 AMAT APPLIED MATLS INC2.9K shares129.53%2025-12-312026-02-13 VB VANGUARD INDEX FDS2.9K shares8.65%2025-12-312026-02-13 BNDX VANGUARD CHARLOTTE FDS15.3K shares20.11%2025-12-312026-02-13 SHOP SHOPIFY INC4.6K shares16.79%2025-12-312026-02-13 HWM HOWMET AEROSPACE INC3.6K shares9.87%2025-12-312026-02-13 USFR WISDOMTREE TR14.6K shares-51.19%2025-12-312026-02-13 LMT LOCKHEED MARTIN CORP1.5K shares36.35%2025-12-312026-02-13 CGGO CAPITAL GROUP GBL GROWTH EQT20.9K sharesnew addition2025-12-312026-02-13 ARP ADVISORS INNER CIRCLE FD II24.0K shares87.56%2025-12-312026-02-13 MU MICRON TECHNOLOGY INC2.5K shares13.78%2025-12-312026-02-13 EME EMCOR GROUP INC1.2K shares145.09%2025-12-312026-02-13 T AT&T INC28.9K shares116.76%2025-12-312026-02-13 VSGX VANGUARD WORLD FD9.9K shares91.53%2025-12-312026-02-13 COST COSTCO WHSL CORP NEW799 shares28.04%2025-12-312026-02-13 CAML PROFESIONALLY MANAGED PORTFO17.8K shares2.06%2025-12-312026-02-13 NOW SERVICENOW INC4.4K shares703.28%2025-12-312026-02-13 HRMY HARMONY BIOSCIENCES HLDGS IN17.7K sharesnew addition2025-12-312026-02-13 SHYG ISHARES TR15.3K shares19.54%2025-12-312026-02-13 BKLN INVESCO EXCH TRADED FD TR II31.1K shares11.43%2025-12-312026-02-13 CRM SALESFORCE INC2.5K shares40.06%2025-12-312026-02-13 VONE VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2025-12-312026-02-13 IYW ISHARES TR3.2K shares79.28%2025-12-312026-02-13 TMO THERMO FISHER SCIENTIFIC INC1.1K shares101.66%2025-12-312026-02-13 GLW CORNING INC7.2K shares87.06%2025-12-312026-02-13 DFSD DIMENSIONAL ETF TRUST13.2K shares36.23%2025-12-312026-02-13 CMI CUMMINS INC1.2K shares54.44%2025-12-312026-02-13 MMC MARSH & MCLENNAN COS INC3.4K shares24.35%2025-12-312026-02-13 BOTZ GLOBAL X FDS17.2K shares-38.54%2025-12-312026-02-13 FI FISERV INC9.3K shares430.51%2025-12-312026-02-13 NXST NEXSTAR MEDIA GROUP INC3.1K shares193.11%2025-12-312026-02-13 QXO QXO INC32.1K shares19.26%2025-12-312026-02-13 SPIB SPDR SERIES TRUST18.2K shares73.34%2025-12-312026-02-13 VYM VANGUARD WHITEHALL FDS4.3K sharesnew addition2025-12-312026-02-13 SPRX LISTED FDS TR15.9K sharesnew addition2025-12-312026-02-13 SUB ISHARES TR5.7K shares5.53%2025-12-312026-02-13 EXPD EXPEDITORS INTL WASH INC4.0K shares27.93%2025-12-312026-02-13 ITOT ISHARES TR4.1K shares-14.41%2025-12-312026-02-13 FAST FASTENAL CO15.0K shares49.55%2025-12-312026-02-13 ARKK ARK ETF TR7.8K shares-4.43%2025-12-312026-02-13 BALT INNOVATOR ETFS TRUST17.9K shares-0.23%2025-12-312026-02-13 GROZ ZACKS TRUST20.1K sharesnew addition2025-12-312026-02-13 MBB ISHARES TR6.3K shares186.61%2025-12-312026-02-13 ADI ANALOG DEVICES INC2.2K shares57.33%2025-12-312026-02-13 DHR DANAHER CORPORATION2.6K shares26.67%2025-12-312026-02-13 VTIP VANGUARD MALVERN FDS12.0K shares4.66%2025-12-312026-02-13 ST SENSATA TECHNOLOGIES HLDG PL17.8K shares162.71%2025-12-312026-02-13 TFC TRUIST FINL CORP12.0K sharesnew addition2025-12-312026-02-13 ABBV ABBVIE INC11.2K shares97.57%2025-12-312026-02-13 DIV GLOBAL X FDS33.3K shares21.89%2025-12-312026-02-13 LEA LEAR CORP5.0K sharesnew addition2025-12-312026-02-13 CGMM CAPITAL GROUP EQUITY ETF TR19.9K sharesnew addition2025-12-312026-02-13 WBIY ABSOLUTE SHS TR17.9K shares-11.42%2025-12-312026-02-13 PH PARKER-HANNIFIN CORP645 sharesnew addition2025-12-312026-02-13 VMBS VANGUARD SCOTTSDALE FDS12.0K shares49.76%2025-12-312026-02-13 USSG DBX ETF TR8.8K shares95.90%2025-12-312026-02-13 MC MOELIS & CO8.1K sharesnew addition2025-12-312026-02-13 ZTS ZOETIS INC4.4K shares111.33%2025-12-312026-02-13 RPV INVESCO EXCHANGE TRADED FD T5.3K sharesnew addition2025-12-312026-02-13 IWX ISHARES TR6.0K sharesnew addition2025-12-312026-02-13 BUFR FIRST TR EXCHNG TRADED FD VI16.0K shares140.75%2025-12-312026-02-13 CGXU CAPITAL GROUP INTL FOCUS EQT18.5K shares99.83%2025-12-312026-02-13 WT WISDOMTREE INC44.9K shares190.46%2025-12-312026-02-13 SINCLAIR INC SINCLAIR INC35.7K shares191.46%2025-12-312026-02-13 AEP AMERICAN ELEC PWR CO INC4.7K shares121.30%2025-12-312026-02-13 SMMD ISHARES TR7.2K shares0.00%2025-12-312026-02-13 SMMU PIMCO ETF TR10.7K shares8.23%2025-12-312026-02-13 VCRB VANGUARD MALVERN FDS6.9K shares1.63%2025-12-312026-02-13 CGDG CAPITAL GROUP DIVIDEND GROWE15.0K sharesnew addition2025-12-312026-02-13 SCMB SCHWAB STRATEGIC TR20.8K shares3.61%2025-12-312026-02-13 PBI PITNEY BOWES INC50.2K shares194.72%2025-12-312026-02-13 JEPI J P MORGAN EXCHANGE TRADED F9.1K sharesnew addition2025-12-312026-02-13 ASML ASML HOLDING N V485 sharesnew addition2025-12-312026-02-13 VRT VERTIV HOLDINGS CO3.2K shares26.52%2025-12-312026-02-13 DG DOLLAR GEN CORP NEW3.9K shares-0.49%2025-12-312026-02-13 CB CHUBB LIMITED1.6K shares24.94%2025-12-312026-02-13 ULTA ULTA BEAUTY INC848 shares7.48%2025-12-312026-02-13 D DOMINION ENERGY INC8.7K shares133.51%2025-12-312026-02-13 FMHI FIRST TR EXCH TRADED FD III10.7K shares9.11%2025-12-312026-02-13 PNC PNC FINL SVCS GROUP INC2.4K sharesnew addition2025-12-312026-02-13 TT TRANE TECHNOLOGIES PLC1.3K shares73.47%2025-12-312026-02-13 MUNI PIMCO ETF TR9.7K sharesnew addition2025-12-312026-02-13 SCHE SCHWAB STRATEGIC TR15.4K shares79.51%2025-12-312026-02-13 ACU ACME UTD CORP12.5K sharesnew addition2025-12-312026-02-13 GDMN WISDOMTREE TR5.4K sharesnew addition2025-12-312026-02-13 LINDE PLC LINDE PLC1.2K shares147.66%2025-12-312026-02-13 FOXA FOX CORP6.8K shares-1.47%2025-12-312026-02-13 ADP AUTOMATIC DATA PROCESSING IN1.9K shares28.51%2025-12-312026-02-13 PAYX PAYCHEX INC4.4K shares145.57%2025-12-312026-02-13 LQD ISHARES TR4.5K shares31.61%2025-12-312026-02-13 GTN GRAY MEDIA INC100.7K shares166.55%2025-12-312026-02-13 EALT INNOVATOR ETFS TRUST13.7K shares-0.44%2025-12-312026-02-13 FELG FIDELITY COVINGTON TRUST11.6K shares3.23%2025-12-312026-02-13 STXD EA SERIES TRUST13.0K shares-1.34%2025-12-312026-02-13 JADE J P MORGAN EXCHANGE TRADED F7.6K sharesnew addition2025-12-312026-02-13 STCE SCHWAB STRATEGIC TR7.9K sharesnew addition2025-12-312026-02-13 COWG PACER FDS TR13.4K sharesnew addition2025-12-312026-02-13 DFAS DIMENSIONAL ETF TRUST6.8K shares0.00%2025-12-312026-02-13 GMAB GENMAB A/S15.2K shares116.52%2025-12-312026-02-13 BTU PEABODY ENERGY CORP15.8K shares59.54%2025-12-312026-02-13 BDVL BLACKROCK ETF TRUST18.9K sharesnew addition2025-12-312026-02-13 MLI MUELLER INDS INC4.1K shares92.20%2025-12-312026-02-13 FDVV FIDELITY COVINGTON TRUST8.2K shares13.91%2025-12-312026-02-13 ANIK ANIKA THERAPEUTICS INC48.3K shares139.85%2025-12-312026-02-13 FIS FIDELITY NATL INFORMATION SV6.9K shares120.99%2025-12-312026-02-13 CDNS CADENCE DESIGN SYSTEM INC1.5K sharesnew addition2025-12-312026-02-13 FTNT FORTINET INC5.7K shares13.73%2025-12-312026-02-13 QLD PROSHARES TR6.4K shares181.14%2025-12-312026-02-13 CVS CVS HEALTH CORP5.7K shares42.80%2025-12-312026-02-13 GS GOLDMAN SACHS GROUP INC509 shares38.32%2025-12-312026-02-13 IEFA ISHARES TR5.0K shares-37.47%2025-12-312026-02-13 MCK MCKESSON CORP544 sharesnew addition2025-12-312026-02-13 ALLE ALLEGION PLC2.8K shares7.27%2025-12-312026-02-13 DFEB FIRST TR EXCHNG TRADED FD VI9.3K shares-38.89%2025-12-312026-02-13 ISCF ISHARES TR10.7K shares56.35%2025-12-312026-02-13 DFIC DIMENSIONAL ETF TRUST12.8K shares43.05%2025-12-312026-02-13 VRTX VERTEX PHARMACEUTICALS INC966 sharesnew addition2025-12-312026-02-13 OMFL INVESCO EXCH TRD SLF IDX FD7.2K sharesnew addition2025-12-312026-02-13 XYLD GLOBAL X FDS10.7K shares15.94%2025-12-312026-02-13 DVYE ISHARES INC13.8K shares15.28%2025-12-312026-02-13 HIMU BLACKROCK ETF TRUST II8.7K sharesnew addition2025-12-312026-02-13 IDV ISHARES TR10.6K shares4.29%2025-12-312026-02-13 CGIC CAPITAL GROUP INTERNATIONAL12.8K shares0.75%2025-12-312026-02-13 DCOR DIMENSIONAL ETF TRUST5.6K shares40.76%2025-12-312026-02-13 PNOV INNOVATOR ETFS TRUST9.8K sharesnew addition2025-12-312026-02-13 CLOZ SERIES PORTFOLIOS TR15.4K sharesnew addition2025-12-312026-02-13 CVNA CARVANA CO968 shares-1.83%2025-12-312026-02-13 WM WASTE MGMT INC DEL1.9K shares40.29%2025-12-312026-02-13 SRLN SSGA ACTIVE ETF TR9.9K shares21.34%2025-12-312026-02-13 EVRG EVERGY INC5.6K shares10.94%2025-12-312026-02-13 SCHA SCHWAB STRATEGIC TR14.2K shares17.02%2025-12-312026-02-13 HLT HILTON WORLDWIDE HLDGS INC1.4K shares57.91%2025-12-312026-02-13 HODL VANECK BITCOIN ETF16.3K shares-3.88%2025-12-312026-02-13 ARKW ARK ETF TR2.7K shares85.79%2025-12-312026-02-13 EMTL SSGA ACTIVE TR9.2K shares15.09%2025-12-312026-02-13 EQIX EQUINIX INC514 shares12.97%2025-12-312026-02-13 GWW WW GRAINGER INC390 shares8.64%2025-12-312026-02-13 SDIV GLOBAL X FDS16.4K shares4.15%2025-12-312026-02-13 GSEP FIRST TR EXCHNG TRADED FD VI10.1K shares0.00%2025-12-312026-02-13 FBTC FIDELITY WISE ORIGIN BITCOIN5.1K shares-6.25%2025-12-312026-02-13 ARKB ARK 21SHARES BITCOIN ETF13.5K shares-6.24%2025-12-312026-02-13 MORT VANECK ETF TRUST36.9K shares14.93%2025-12-312026-02-13 PRAA PRA GROUP INC21.8K sharesnew addition2025-12-312026-02-13 MET METLIFE INC4.9K sharesnew addition2025-12-312026-02-13 LFVN LIFEVANTAGE CORP62.3K shares346.27%2025-12-312026-02-13 USHY ISHARES TR10.2K shares-30.74%2025-12-312026-02-13 SRET GLOBAL X FDS17.5K shares7.20%2025-12-312026-02-13 CAH CARDINAL HEALTH INC1.8K shares22.23%2025-12-312026-02-13 AJG GALLAGHER ARTHUR J & CO1.5K sharesnew addition2025-12-312026-02-13 NEM NEWMONT CORP3.8K shares37.68%2025-12-312026-02-13 WBD WARNER BROS DISCOVERY INC13.0K sharesnew addition2025-12-312026-02-13 ADM ARCHER DANIELS MIDLAND CO6.5K shares1.15%2025-12-312026-02-13 DIS DISNEY WALT CO3.2K shares1.53%2025-12-312026-02-13 STIP ISHARES TR3.5K shares20.33%2025-12-312026-02-13 RSG REPUBLIC SVCS INC1.7K shares65.76%2025-12-312026-02-13 ACCO ACCO BRANDS CORP96.6K shares97.20%2025-12-312026-02-13 QYLD GLOBAL X FDS20.3K shares26.12%2025-12-312026-02-13 ROST ROSS STORES INC2.0K sharesnew addition2025-12-312026-02-13 AMTM AMENTUM HOLDINGS INC12.3K shares17.13%2025-12-312026-02-13 DTCR GLOBAL X FDS16.9K shares-6.36%2025-12-312026-02-13 SCHX SCHWAB STRATEGIC TR13.2K sharesnew addition2025-12-312026-02-13 FIX COMFORT SYS USA INC379 shares36.82%2025-12-312026-02-13 IEUR ISHARES TR5.0K sharesnew addition2025-12-312026-02-13 AMT AMERICAN TOWER CORP NEW2.0K shares-10.55%2025-12-312026-02-13 KMB KIMBERLY-CLARK CORP3.5K shares42.35%2025-12-312026-02-13 LOGI LOGITECH INTL S A3.5K shares87.94%2025-12-312026-02-13 BK BANK NEW YORK MELLON CORP3.0K sharesnew addition2025-12-312026-02-13 TMUS T-MOBILE US INC1.7K shares64.06%2025-12-312026-02-13 DE DEERE & CO749 sharesnew addition2025-12-312026-02-13 ICE INTERCONTINENTAL EXCHANGE IN2.1K shares-21.97%2025-12-312026-02-13 CRS CARPENTER TECHNOLOGY CORP1.1K shares29.28%2025-12-312026-02-13 ALL ALLSTATE CORP1.7K shares1.41%2025-12-312026-02-13 REM ISHARES TR15.5K shares5.74%2025-12-312026-02-13 CNXC CONCENTRIX CORP8.2K sharesnew addition2025-12-312026-02-13 SCHM SCHWAB STRATEGIC TR11.3K shares0.00%2025-12-312026-02-13 PKG PACKAGING CORP AMER1.6K shares1.60%2025-12-312026-02-13 CTA SIMPLIFY EXCHANGE TRADED FUN12.4K sharesnew addition2025-12-312026-02-13 NRG NRG ENERGY INC2.1K shares41.77%2025-12-312026-02-13 PRU PRUDENTIAL FINL INC3.0K sharesnew addition2025-12-312026-02-13 TSN TYSON FOODS INC5.7K shares0.42%2025-12-312026-02-13 BTAL AGF INVTS TR23.2K shares100.68%2025-12-312026-02-13 IWN ISHARES TR1.8K sharesnew addition2025-12-312026-02-13 CENCORA INC CENCORA INC976 shares-3.17%2025-12-312026-02-13 SVC SERVICE PPTYS TR178.2K shares148.94%2025-12-312026-02-13 MCO MOODYS CORP633 shares42.89%2025-12-312026-02-13 FN FABRINET710 shares11.64%2025-12-312026-02-13 GSK PLC GSK PLC6.5K sharesnew addition2025-12-312026-02-13 SGI SOMNIGROUP INTERNATIONAL INC3.6K shares41.76%2025-12-312026-02-13 BR BROADRIDGE FINL SOLUTIONS IN1.4K shares38.69%2025-12-312026-02-13 FNDE SCHWAB STRATEGIC TR8.8K shares35.23%2025-12-312026-02-13 NKE NIKE INC4.9K shares7.00%2025-12-312026-02-13 AMP AMERIPRISE FINL INC636 sharesnew addition2025-12-312026-02-13 ACAD ACADIA PHARMACEUTICALS INC11.6K shares7.38%2025-12-312026-02-13 ARTY ISHARES TR6.4K sharesnew addition2025-12-312026-02-13 DOL WISDOMTREE TR4.7K shares3.54%2025-12-312026-02-13 HEQT SIMPLIFY EXCHANGE TRADED FUN9.6K sharesnew addition2025-12-312026-02-13 MEDP MEDPACE HLDGS INC545 sharesnew addition2025-12-312026-02-13 BSJT INVESCO EXCH TRD SLF IDX FD14.2K shares14.19%2025-12-312026-02-13 CGNG CAPITAL GROUP NEW GEOGRAPHY9.5K sharesnew addition2025-12-312026-02-13 CTAS CINTAS CORP1.6K sharesnew addition2025-12-312026-02-13 VOE VANGUARD INDEX FDS1.7K shares26.26%2025-12-312026-02-13 CEF SPROTT ASSET MANAGEMENT LP6.6K shares-9.82%2025-12-312026-02-13 CHRW C H ROBINSON WORLDWIDE INC1.9K sharesnew addition2025-12-312026-02-13 TMAT NORTHERN LTS FD TR IV12.0K sharesnew addition2025-12-312026-02-13 VSDM VANGUARD MUN BD FDS3.9K shares0.21%2025-12-312026-02-13 COWZ PACER FDS TR5.0K sharesnew addition2025-12-312026-02-13 EXEL EXELIXIS INC6.8K sharesnew addition2025-12-312026-02-13 SYK STRYKER CORPORATION840 sharesnew addition2025-12-312026-02-13 CL COLGATE PALMOLIVE CO3.7K shares-1.19%2025-12-312026-02-13 MHH MASTECH DIGITAL INC42.0K shares90.38%2025-12-312026-02-13 THC TENET HEALTHCARE CORP1.5K sharesnew addition2025-12-312026-02-13 FUMB FIRST TR EXCH TRADED FD III14.4K shares6.27%2025-12-312026-02-13 BDX BECTON DICKINSON & CO1.5K sharesnew addition2025-12-312026-02-13 TAP MOLSON COORS BEVERAGE CO6.1K sharesnew addition2025-12-312026-02-13 EG EVEREST GROUP LTD835 shares-0.36%2025-12-312026-02-13 RYAAY RYANAIR HOLDINGS PLC3.9K sharesnew addition2025-12-312026-02-13 PBDC PUTNAM ETF TRUST9.2K shares3.31%2025-12-312026-02-13 DISV DIMENSIONAL ETF TRUST7.3K shares0.00%2025-12-312026-02-13 HLI HOULIHAN LOKEY INC1.6K shares48.16%2025-12-312026-02-13 BXSL BLACKSTONE SECD LENDING FD10.4K shares13.81%2025-12-312026-02-13 DIA SPDR DOW JONES INDL AVERAGE566 sharesnew addition2025-12-312026-02-13 DBA INVESCO DB MULTI-SECTOR COMM10.6K shares18.86%2025-12-312026-02-13 UPS UNITED PARCEL SERVICE INC2.7K sharesnew addition2025-12-312026-02-13 PTCT PTC THERAPEUTICS INC3.5K sharesnew addition2025-12-312026-02-13 HON HONEYWELL INTL INC1.4K shares33.66%2025-12-312026-02-13 CGMS CAPITAL GRP FIXED INCM ETF T9.7K sharesnew addition2025-12-312026-02-13 CGCB CAPITAL GRP FIXED INCM ETF T10.1K sharesnew addition2025-12-312026-02-13 JIRE J P MORGAN EXCHANGE TRADED F3.6K shares11.29%2025-12-312026-02-13 CSX CSX CORP7.4K sharesnew addition2025-12-312026-02-13 WSC WILLSCOT HLDGS CORP14.0K sharesnew addition2025-12-312026-02-13 SGOV ISHARES TR2.6K shares-54.76%2025-12-312026-02-13 SSO PROSHARES TR4.5K shares-19.78%2025-12-312026-02-13 ATMU ATMUS FILTRATION TECHNOLOGIE5.0K shares10.95%2025-12-312026-02-13 VONV VANGUARD SCOTTSDALE FDS2.8K shares23.67%2025-12-312026-02-13 AVXC AMERICAN CENTY ETF TR4.0K shares0.00%2025-12-312026-02-13 IGSB ISHARES TR4.9K shares11.36%2025-12-312026-02-13 HII HUNTINGTON INGALLS INDS INC756 shares-0.79%2025-12-312026-02-13 SNA SNAP ON INC744 sharesnew addition2025-12-312026-02-13 CRD.A CRAWFORD & CO22.6K sharesnew addition2025-12-312026-02-13 RACE FERRARI N V686 shares35.57%2025-12-312026-02-13 WRB BERKLEY W R CORP3.6K shares31.70%2025-12-312026-02-13 HAS HASBRO INC3.1K shares13.52%2025-12-312026-02-13 ATAT ATOUR LIFESTYLE HLDGS LTD6.3K shares10.57%2025-12-312026-02-13 CHD CHURCH & DWIGHT CO INC3.0K shares6.54%2025-12-312026-02-13 NI NISOURCE INC6.0K shares17.27%2025-12-312026-02-13 DOCT FIRST TR EXCHNG TRADED FD VI5.6K shares-4.56%2025-12-312026-02-13 DFCF DIMENSIONAL ETF TRUST5.8K shares12.37%2025-12-312026-02-13 MINO PIMCO ETF TR5.4K sharesnew addition2025-12-312026-02-13 FITB FIFTH THIRD BANCORP5.2K sharesnew addition2025-12-312026-02-13 ITW ILLINOIS TOOL WKS INC988 shares2.17%2025-12-312026-02-13 IDXX IDEXX LABS INC359 shares-2.97%2025-12-312026-02-13 DFGX DIMENSIONAL ETF TRUST4.6K shares13.39%2025-12-312026-02-13 DFGP DIMENSIONAL ETF TRUST4.5K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available