The Analysis of ALBION FINANCIAL GROUP /UT's Holdings

Currently, ALBION FINANCIAL GROUP /UT holds 650 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in SPYM (+98.5K shares, valued at $7.9M), SPYD (+51.5K shares, valued at $2.2M), VGIT (+25.9K shares, valued at $1.6M); decreased their positions in ABBV (-22.0K shares, valued at $5.0M), IJR (-37.1K shares, valued at $4.5M), N/A (-12.4K shares, valued at $4.3M); initiated new positions in N/A (+13.1K shares, valued at $638.0K), NOBL (+3.7K shares, valued at $387.6K), N/A (+1.0K shares, valued at $295.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS325.4K shares-1.34%2025-12-312026-01-21

AAPL APPLE INC328.6K shares-3.29%2025-12-312026-01-21

IWR ISHARES TR853.5K shares-2.36%2025-12-312026-01-21

MSFT MICROSOFT CORP131.1K shares-5.99%2025-12-312026-01-21

ALPHABET INC ALPHABET INC185.1K shares-3.44%2025-12-312026-01-21

AMZN AMAZON COM INC247.6K shares-1.25%2025-12-312026-01-21

NVDA NVIDIA CORPORATION288.9K shares-3.90%2025-12-312026-01-21

VGIT VANGUARD SCOTTSDALE FDS614.0K shares4.41%2025-12-312026-01-21

Sponsored

IJR ISHARES TR281.7K shares-11.63%2025-12-312026-01-21

BROADCOM INC BROADCOM INC97.0K shares-11.37%2025-12-312026-01-21

VEU VANGUARD INTL EQUITY INDEX F439.5K shares-2.87%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.92.6K shares-4.14%2025-12-312026-01-21

JMBS JANUS DETROIT STR TR623.9K shares4.36%2025-12-312026-01-21

VCSH VANGUARD SCOTTSDALE FDS355.0K shares1.13%2025-12-312026-01-21

JAAA JANUS DETROIT STR TR555.1K shares3.98%2025-12-312026-01-21

BLACKROCK INC BLACKROCK INC26.2K shares-4.76%2025-12-312026-01-21

Sponsored

SCHD SCHWAB STRATEGIC TR1.0M shares-2.73%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR38.0K shares1.63%2025-12-312026-01-21

V VISA INC67.6K shares-2.40%2025-12-312026-01-21

CSCO CISCO SYS INC282.3K shares-4.79%2025-12-312026-01-21

APH AMPHENOL CORP NEW160.4K shares-3.30%2025-12-312026-01-21

IBB ISHARES TR119.7K shares-2.93%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL38.4K shares-4.22%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR31.2K shares0.13%2025-12-312026-01-21

Sponsored

COST COSTCO WHSL CORP NEW21.9K shares-3.21%2025-12-312026-01-21

PWR QUANTA SVCS INC41.7K shares-1.68%2025-12-312026-01-21

TJX TJX COS INC NEW114.3K shares-4.48%2025-12-312026-01-21

ORCL ORACLE CORP88.4K shares-2.94%2025-12-312026-01-21

GE AEROSPACE GE AEROSPACE52.9K shares0.03%2025-12-312026-01-21

META META PLATFORMS INC23.4K shares-4.06%2025-12-312026-01-21

TMO THERMO FISHER SCIENTIFIC INC24.4K shares-2.52%2025-12-312026-01-21

LMT LOCKHEED MARTIN CORP28.4K shares-6.62%2025-12-312026-01-21

Sponsored

UBER UBER TECHNOLOGIES INC168.2K shares-3.43%2025-12-312026-01-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND47.8K shares-3.25%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS58.0K shares-4.53%2025-12-312026-01-21

HD HOME DEPOT INC37.0K shares-5.71%2025-12-312026-01-21

MUB ISHARES TR111.4K shares-1.02%2025-12-312026-01-21

DIS DISNEY WALT CO103.0K shares-6.08%2025-12-312026-01-21

JUST GOLDMAN SACHS ETF TR117.6K shares-2.26%2025-12-312026-01-21

HON HONEYWELL INTL INC57.8K shares-6.73%2025-12-312026-01-21

Sponsored

SBUX STARBUCKS CORP131.0K shares-12.10%2025-12-312026-01-21

MS MORGAN STANLEY60.8K shares-6.20%2025-12-312026-01-21

CRM SALESFORCE INC37.6K shares-18.60%2025-12-312026-01-21

RSG REPUBLIC SVCS INC45.8K shares-9.42%2025-12-312026-01-21

MCD MCDONALDS CORP28.0K shares-7.27%2025-12-312026-01-21

PABU ISHARES TR112.9K shares-0.49%2025-12-312026-01-21

AMGN AMGEN INC24.3K shares-8.85%2025-12-312026-01-21

SPYM SPDR SERIES TRUST98.7K shares54123.08%2025-12-312026-01-21

Sponsored

GEV GE VERNOVA INC11.9K shares-4.90%2025-12-312026-01-21

UNP UNION PAC CORP33.2K shares-7.59%2025-12-312026-01-21

DGRW WISDOMTREE TR85.3K shares-2.09%2025-12-312026-01-21

QCOM QUALCOMM INC44.0K shares-10.49%2025-12-312026-01-21

PWRD TCW ETF TRUST72.6K shares-1.37%2025-12-312026-01-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC63.6K shares-0.72%2025-12-312026-01-21

SO SOUTHERN CO76.6K shares-7.27%2025-12-312026-01-21

MEDTRONIC PLC MEDTRONIC PLC67.6K shares-5.47%2025-12-312026-01-21

Sponsored

FI FISERV INC91.1K shares-36.53%2025-12-312026-01-21

SHE SPDR SERIES TRUST45.1K shares-2.83%2025-12-312026-01-21

JMST J P MORGAN EXCHANGE TRADED F115.4K shares1.45%2025-12-312026-01-21

PEP PEPSICO INC38.2K shares-8.24%2025-12-312026-01-21

ABBV ABBVIE INC24.0K shares-47.86%2025-12-312026-01-21

MAIN MAIN STR CAP CORP86.8K shares-8.47%2025-12-312026-01-21

PAYX PAYCHEX INC46.7K shares-12.02%2025-12-312026-01-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T112.2K shares0.00%2025-12-312026-01-21

Sponsored

AFL AFLAC INC44.8K shares-10.08%2025-12-312026-01-21

DVY ISHARES TR33.0K shares-0.38%2025-12-312026-01-21

ED CONSOLIDATED EDISON INC42.4K shares-9.24%2025-12-312026-01-21

ALPHABET INC ALPHABET INC13.1K shares-0.28%2025-12-312026-01-21

TXN TEXAS INSTRS INC22.7K shares-31.75%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO24.8K shares-25.57%2025-12-312026-01-21

CVX CHEVRON CORP NEW21.7K shares-14.24%2025-12-312026-01-21

MERCK & CO INC MERCK & CO INC30.5K shares-16.12%2025-12-312026-01-21

Sponsored

DMXF ISHARES TR38.4K shares-3.02%2025-12-312026-01-21

ABT ABBOTT LABS23.0K shares-25.74%2025-12-312026-01-21

TGT TARGET CORP27.7K shares-22.67%2025-12-312026-01-21

TSLA TESLA INC6.0K shares-1.75%2025-12-312026-01-21

GPC GENUINE PARTS CO19.4K shares-10.41%2025-12-312026-01-21

SRLN SSGA ACTIVE ETF TR55.9K shares-12.09%2025-12-312026-01-21

SPYD SPDR SERIES TRUST51.5K shares5154900.00%2025-12-312026-01-21

BBHY J P MORGAN EXCHANGE TRADED F46.7K shares-10.92%2025-12-312026-01-21

Sponsored

EWC ISHARES INC39.0K shares0.00%2025-12-312026-01-21

RIVN RIVIAN AUTOMOTIVE INC104.8K shares-3.36%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON9.3K shares0.25%2025-12-312026-01-21

NNN NNN REIT INC46.0K shares-13.40%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS6.0K shares-8.69%2025-12-312026-01-21

KMB KIMBERLY-CLARK CORP17.0K shares-30.23%2025-12-312026-01-21

CRBN ISHARES TR7.3K shares-8.38%2025-12-312026-01-21

PGX INVESCO EXCH TRADED FD TR II140.4K shares-14.48%2025-12-312026-01-21

Sponsored

VTI VANGUARD INDEX FDS4.7K shares0.00%2025-12-312026-01-21

WSM WILLIAMS SONOMA INC8.5K shares-2.25%2025-12-312026-01-21

CUT INVESCO EXCH TRADED FD TR II52.0K shares0.00%2025-12-312026-01-21

SUSB ISHARES TR58.6K shares4.04%2025-12-312026-01-21

IVW ISHARES TR11.8K shares-2.81%2025-12-312026-01-21

ECL ECOLAB INC5.4K shares-10.18%2025-12-312026-01-21

A AGILENT TECHNOLOGIES INC10.2K shares-3.21%2025-12-312026-01-21

AWK AMERICAN WTR WKS CO INC NEW9.8K shares-4.33%2025-12-312026-01-21

Sponsored

KRMD KORU MEDICAL SYSTEMS INC216.4K shares0.00%2025-12-312026-01-21

TSCO TRACTOR SUPPLY CO25.0K shares0.00%2025-12-312026-01-21

LLY ELI LILLY & CO1.1K shares-5.10%2025-12-312026-01-21

XYL XYLEM INC8.8K shares-3.54%2025-12-312026-01-21

AEP AMERICAN ELEC PWR CO INC10.2K shares-19.74%2025-12-312026-01-21

ALPS ETF TR ALPS ETF TR24.8K shares0.40%2025-12-312026-01-21

XOM EXXON MOBIL CORP9.3K shares-1.05%2025-12-312026-01-21

GEHC GE HEALTHCARE TECHNOLOGIES I13.6K shares-0.37%2025-12-312026-01-21

Sponsored

FSS FEDERAL SIGNAL CORP10.1K shares-4.83%2025-12-312026-01-21

ITOT ISHARES TR6.9K shares-3.56%2025-12-312026-01-21

PM PHILIP MORRIS INTL INC6.3K shares-1.14%2025-12-312026-01-21

TY TRI CONTL CORP30.5K shares-2.12%2025-12-312026-01-21

EVRG EVERGY INC13.2K shares0.00%2025-12-312026-01-21

PTON PELOTON INTERACTIVE INC153.6K shares0.00%2025-12-312026-01-21

VGT VANGUARD WORLD FD1.2K shares0.00%2025-12-312026-01-21

ADP AUTOMATIC DATA PROCESSING IN3.6K shares0.59%2025-12-312026-01-21

Sponsored

BIZD VANECK ETF TRUST62.3K shares32.84%2025-12-312026-01-21

HDV ISHARES TR7.2K shares-0.55%2025-12-312026-01-21

ARCC ARES CAPITAL CORP43.3K shares-30.57%2025-12-312026-01-21

EWA ISHARES INC33.2K shares0.00%2025-12-312026-01-21

GLD SPDR GOLD TR2.1K shares0.00%2025-12-312026-01-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.1K shares-0.28%2025-12-312026-01-21

EWH ISHARES INC38.4K shares-39.10%2025-12-312026-01-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-21

Sponsored

BAC BANK AMERICA CORP13.1K shares0.77%2025-12-312026-01-21

NEE NEXTERA ENERGY INC9.0K shares0.86%2025-12-312026-01-21

DGRO ISHARES TR10.4K shares0.00%2025-12-312026-01-21

DLR DIGITAL RLTY TR INC4.4K shares-39.86%2025-12-312026-01-21

VGSH VANGUARD SCOTTSDALE FDS10.9K shares-6.74%2025-12-312026-01-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC13.1K sharesnew addition2025-12-312026-01-21

ADBE ADOBE INC1.8K shares-19.29%2025-12-312026-01-21

TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares0.00%2025-12-312026-01-21

Sponsored

IJH ISHARES TR9.1K shares-0.35%2025-12-312026-01-21

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-2.89%2025-12-312026-01-21

GBDC GOLUB CAP BDC INC35.9K shares-32.16%2025-12-312026-01-21

CEG CONSTELLATION ENERGY CORP1.4K shares289.17%2025-12-312026-01-21

SOFI SOFI TECHNOLOGIES INC16.4K shares0.00%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC2.4K shares-1.43%2025-12-312026-01-21

JQUA J P MORGAN EXCHANGE TRADED F6.6K shares1.33%2025-12-312026-01-21

JPUS J P MORGAN EXCHANGE TRADED F3.2K shares0.00%2025-12-312026-01-21

Sponsored

NOBL PROSHARES TR3.7K sharesnew addition2025-12-312026-01-21

SDY SPDR SERIES TRUST2.7K shares0.00%2025-12-312026-01-21

MO ALTRIA GROUP INC6.4K shares-0.50%2025-12-312026-01-21

ONEQ FIDELITY COMWLTH TR4.0K shares2.23%2025-12-312026-01-21

VZ VERIZON COMMUNICATIONS INC8.6K shares-11.22%2025-12-312026-01-21

JAVA J P MORGAN EXCHANGE TRADED F4.8K shares0.00%2025-12-312026-01-21

SCHG SCHWAB STRATEGIC TR10.5K shares0.00%2025-12-312026-01-21

IWM ISHARES TR1.4K shares52.20%2025-12-312026-01-21

Sponsored

JPST J P MORGAN EXCHANGE TRADED F6.7K shares0.00%2025-12-312026-01-21

IUSG ISHARES TR2.0K shares-1.56%2025-12-312026-01-21

DFAC DIMENSIONAL ETF TRUST8.3K shares0.00%2025-12-312026-01-21

KO COCA COLA CO4.7K shares-1.34%2025-12-312026-01-21

SDVY FIRST TR EXCHANGE-TRADED FD8.3K shares0.00%2025-12-312026-01-21

RCL ROYAL CARIBBEAN GROUP1.1K shares0.00%2025-12-312026-01-21

XLY SELECT SECTOR SPDR TR2.6K shares100.00%2025-12-312026-01-21

CELESTICA INC CELESTICA INC1.0K sharesnew addition2025-12-312026-01-21

Sponsored

DHR DANAHER CORPORATION1.3K shares0.00%2025-12-312026-01-21

VIS VANGUARD WORLD FD981 shares0.00%2025-12-312026-01-21

SCHM SCHWAB STRATEGIC TR9.3K shares0.00%2025-12-312026-01-21

BR BROADRIDGE FINL SOLUTIONS IN1.2K shares-49.94%2025-12-312026-01-21

EPD ENTERPRISE PRODS PARTNERS L8.3K shares-54.52%2025-12-312026-01-21

ARES ARES MANAGEMENT CORPORATION1.6K shares0.00%2025-12-312026-01-21

MDLZ MONDELEZ INTL INC4.9K shares-0.59%2025-12-312026-01-21

PGR PROGRESSIVE CORP1.1K shares0.00%2025-12-312026-01-21

Sponsored

VUG VANGUARD INDEX FDS489 shares-0.20%2025-12-312026-01-21

SYK STRYKER CORPORATION665 shares0.00%2025-12-312026-01-21

XLK SELECT SECTOR SPDR TR1.6K shares50.61%2025-12-312026-01-21

RBRK RUBRIK INC.3.0K sharesnew addition2025-12-312026-01-21

RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2025-12-312026-01-21

IWV ISHARES TR558 shares0.00%2025-12-312026-01-21

ESGV VANGUARD WORLD FD1.8K sharesnew addition2025-12-312026-01-21

LMAT LEMAITRE VASCULAR INC2.6K shares-3.46%2025-12-312026-01-21

Sponsored

DGS WISDOMTREE TR3.6K shares-45.11%2025-12-312026-01-21

FTGS FIRST TR EXCHANGE-TRADED FD5.7K shares0.00%2025-12-312026-01-21

NSC NORFOLK SOUTHN CORP695 shares40.40%2025-12-312026-01-21

SLV ISHARES SILVER TR3.0K shares0.00%2025-12-312026-01-21

MPC MARATHON PETE CORP1.2K shares0.00%2025-12-312026-01-21

VRT VERTIV HOLDINGS CO1.2K shares-41.95%2025-12-312026-01-21

VTEB VANGUARD MUN BD FDS3.8K shares-10.38%2025-12-312026-01-21

RTX RTX CORPORATION962 shares0.00%2025-12-312026-01-21

Sponsored

ETFS GOLD TR ETFS GOLD TR4.2K shares0.00%2025-12-312026-01-21

PFFD GLOBAL X FDS9.2K shares0.00%2025-12-312026-01-21

XLV SELECT SECTOR SPDR TR1.1K shares0.00%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC793 shares474.64%2025-12-312026-01-21

ERTH INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2025-12-312026-01-21

GS GOLDMAN SACHS GROUP INC184 shares360.00%2025-12-312026-01-21

GOVT ISHARES TR7.0K shares0.40%2025-12-312026-01-21

INTC INTEL CORP4.2K shares13.64%2025-12-312026-01-21

Sponsored

IGIB ISHARES TR2.8K shares0.00%2025-12-312026-01-21

CRDO CREDO TECHNOLOGY GROUP HOLDI1.1K sharesnew addition2025-12-312026-01-21

FTCS FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2025-12-312026-01-21

NXPI NXP SEMICONDUCTORS N V690 shares0.00%2025-12-312026-01-21

AMAT APPLIED MATLS INC548 shares529.89%2025-12-312026-01-21

OKE ONEOK INC NEW1.9K shares-57.65%2025-12-312026-01-21

EQIX EQUINIX INC175 shares-76.79%2025-12-312026-01-21

DE DEERE & CO288 shares9.92%2025-12-312026-01-21

Sponsored

XLRE SELECT SECTOR SPDR TR3.3K shares-43.39%2025-12-312026-01-21

DELL DELL TECHNOLOGIES INC1.0K shares0.00%2025-12-312026-01-21

MA MASTERCARD INCORPORATED215 shares-59.96%2025-12-312026-01-21

TTEK TETRA TECH INC NEW3.6K shares0.00%2025-12-312026-01-21

VTEC VANGUARD CALIF TAX FREE FDS1.2K shares43.64%2025-12-312026-01-21

WFC WELLS FARGO CO NEW1.3K shares156.12%2025-12-312026-01-21

LHX L3HARRIS TECHNOLOGIES INC398 shares5.85%2025-12-312026-01-21

ALL ALLSTATE CORP552 shares0.00%2025-12-312026-01-21

Sponsored

EFA ISHARES TR1.2K shares0.00%2025-12-312026-01-21

WMT WALMART INC978 shares-5.42%2025-12-312026-01-21

GLW CORNING INC1.2K shares0.00%2025-12-312026-01-21

IJJ ISHARES TR775 shares0.00%2025-12-312026-01-21

JPME J P MORGAN EXCHANGE TRADED F936 shares0.00%2025-12-312026-01-21

QSPT FIRST TR EXCHNG TRADED FD VI3.2K shares0.00%2025-12-312026-01-21

SGOV ISHARES TR1.0K shares3.39%2025-12-312026-01-21

VRSK VERISK ANALYTICS INC450 shares-1.10%2025-12-312026-01-21

Sponsored

RIO RIO TINTO PLC1.2K shares8.98%2025-12-312026-01-21

SYY SYSCO CORP1.3K shares-1.15%2025-12-312026-01-21

VB VANGUARD INDEX FDS360 shares0.00%2025-12-312026-01-21

FAN FIRST TR EXCHANGE-TRADED FD4.5K shares0.00%2025-12-312026-01-21

PFF ISHARES TR3.0K shares0.00%2025-12-312026-01-21

TRV TRAVELERS COMPANIES INC309 shares423.73%2025-12-312026-01-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL317 shares0.00%2025-12-312026-01-21

YUM YUM BRANDS INC566 shares0.00%2025-12-312026-01-21

Sponsored

NBIS NEBIUS GROUP N.V.1.0K shares0.00%2025-12-312026-01-21

SPGI S&P GLOBAL INC160 shares6.67%2025-12-312026-01-21

FSEP FIRST TR EXCHNG TRADED FD VI1.6K shares0.00%2025-12-312026-01-21

IVV ISHARES TR118 shares-61.31%2025-12-312026-01-21

JPSE J P MORGAN EXCHANGE TRADED F1.6K shares0.00%2025-12-312026-01-21

JEF JEFFERIES FINL GROUP INC1.3K shares0.00%2025-12-312026-01-21

DFAT DIMENSIONAL ETF TRUST1.3K shares0.00%2025-12-312026-01-21

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO1.1K sharesnew addition2025-12-312026-01-21

Sponsored

CLRO CLEARONE INC14.5K shares0.00%2025-12-312026-01-21

MMM 3M CO450 shares0.00%2025-12-312026-01-21

WMB WILLIAMS COS INC1.2K shares0.00%2025-12-312026-01-21

GILD GILEAD SCIENCES INC577 shares0.00%2025-12-312026-01-21

VDC VANGUARD WORLD FD332 shares0.00%2025-12-312026-01-21

TAN INVESCO EXCH TRADED FD TR II1.4K shares0.00%2025-12-312026-01-21

ROCKET LAB CORP ROCKET LAB CORP1.0K shares0.00%2025-12-312026-01-21

ADM ARCHER DANIELS MIDLAND CO1.2K shares0.00%2025-12-312026-01-21

Sponsored

BN BROOKFIELD CORP1.5K shares50.00%2025-12-312026-01-21

IWP ISHARES TR471 shares0.00%2025-12-312026-01-21

CTSH COGNIZANT TECHNOLOGY SOLUTIO765 shares-1.80%2025-12-312026-01-21

SKYY FIRST TR EXCHANGE TRADED FD488 shares0.00%2025-12-312026-01-21

POET POET TECHNOLOGIES INC10.0K shares233.33%2025-12-312026-01-21

BSX BOSTON SCIENTIFIC CORP662 shares0.00%2025-12-312026-01-21

GNRC GENERAC HLDGS INC450 shares0.00%2025-12-312026-01-21

PEG PUBLIC SVC ENTERPRISE GRP IN762 shares-1.80%2025-12-312026-01-21

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NFLX NETFLIX INC650 shares828.57%2025-12-312026-01-21

PLD PROLOGIS INC.477 shares6.24%2025-12-312026-01-21

PYPL PAYPAL HLDGS INC1.0K shares-73.67%2025-12-312026-01-21

CAT CATERPILLAR INC100 shares0.00%2025-12-312026-01-21

CB CHUBB LIMITED179 shares2.87%2025-12-312026-01-21

VNQ VANGUARD INDEX FDS627 shares0.00%2025-12-312026-01-21

FDN FIRST TR EXCHANGE-TRADED FD206 shares0.00%2025-12-312026-01-21

EMXC ISHARES INC735 shares0.00%2025-12-312026-01-21

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VXF VANGUARD INDEX FDS250 shares0.00%2025-12-312026-01-21

SHEL SHELL PLC702 shares0.00%2025-12-312026-01-21

MDY SPDR S&P MIDCAP 400 ETF TR85 sharesnew addition2025-12-312026-01-21

GIS GENERAL MLS INC1.1K shares-2.23%2025-12-312026-01-21

ET ENERGY TRANSFER L P3.1K shares1.96%2025-12-312026-01-21

MSI MOTOROLA SOLUTIONS INC131 shares-2.24%2025-12-312026-01-21

BA BOEING CO231 shares-9.77%2025-12-312026-01-21

ASML ASML HOLDING N V46 shares0.00%2025-12-312026-01-21

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MCO MOODYS CORP95 shares0.00%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS760 shares0.00%2025-12-312026-01-21

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY640 shares451.72%2025-12-312026-01-21

CRWD CROWDSTRIKE HLDGS INC96 shares0.00%2025-12-312026-01-21

IONQ IONQ INC1.0K shares0.00%2025-12-312026-01-21

WM WASTE MGMT INC DEL204 shares-4.23%2025-12-312026-01-21

INTU INTUIT67 shares-4.29%2025-12-312026-01-21

UPST UPSTART HLDGS INC1.0K shares0.00%2025-12-312026-01-21

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BMY BRISTOL-MYERS SQUIBB CO800 shares0.00%2025-12-312026-01-21

PBW INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2025-12-312026-01-21

AMP AMERIPRISE FINL INC87 shares0.00%2025-12-312026-01-21

COF CAPITAL ONE FINL CORP175 shares0.00%2025-12-312026-01-21

VIRT VIRTU FINL INC1.3K shares0.00%2025-12-312026-01-21

NOC NORTHROP GRUMMAN CORP71 shares0.00%2025-12-312026-01-21

SPYG SPDR SERIES TRUST377 shares-59.98%2025-12-312026-01-21

LINDE PLC LINDE PLC94 shares22.08%2025-12-312026-01-21

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AXP AMERICAN EXPRESS CO108 shares21.35%2025-12-312026-01-21

EXC EXELON CORP900 shares-3.02%2025-12-312026-01-21

KHC KRAFT HEINZ CO1.6K shares-2.78%2025-12-312026-01-21

NVS NOVARTIS AG281 shares0.00%2025-12-312026-01-21

BLSH BULLISH1.0K shares0.00%2025-12-312026-01-21

IREN IREN LIMITED1.0K sharesnew addition2025-12-312026-01-21

FIG FIGMA INC1.0K sharesnew addition2025-12-312026-01-21

AIVL WISDOMTREE TR325 shares-14.47%2025-12-312026-01-21

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DAL DELTA AIR LINES INC DEL523 shares0.00%2025-12-312026-01-21

TMUS T-MOBILE US INC177 shares-4.32%2025-12-312026-01-21

ZTS ZOETIS INC284 shares-37.99%2025-12-312026-01-21

TLT ISHARES TR409 sharesnew addition2025-12-312026-01-21

VLTO VERALTO CORP352 shares0.00%2025-12-312026-01-21

GL GLOBE LIFE INC251 shares0.00%2025-12-312026-01-21

F FORD MTR CO2.6K shares0.00%2025-12-312026-01-21

STZ CONSTELLATION BRANDS INC245 shares0.00%2025-12-312026-01-21

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MMC MARSH & MCLENNAN COS INC180 shares-6.25%2025-12-312026-01-21

ADI ANALOG DEVICES INC123 shares41.38%2025-12-312026-01-21

SCHB SCHWAB STRATEGIC TR1.3K shares0.00%2025-12-312026-01-21

STT STATE STR CORP256 shares0.00%2025-12-312026-01-21

SMR NUSCALE PWR CORP2.3K shares12.96%2025-12-312026-01-21

DIA SPDR DOW JONES INDL AVERAGE68 shares-56.13%2025-12-312026-01-21

PPG PPG INDS INC318 shares0.00%2025-12-312026-01-21

RFI COHEN & STEERS TOTAL RETURN2.9K shares-48.56%2025-12-312026-01-21

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MET METLIFE INC400 sharesnew addition2025-12-312026-01-21

QS QUANTUMSCAPE CORP3.0K shares200.00%2025-12-312026-01-21

AZN ASTRAZENECA PLC337 shares0.00%2025-12-312026-01-21

SCHW SCHWAB CHARLES CORP310 shares0.00%2025-12-312026-01-21

PFE PFIZER INC1.2K shares-24.36%2025-12-312026-01-21

SAP SAP SE127 shares0.00%2025-12-312026-01-21

MTD METTLER TOLEDO INTERNATIONAL22 shares-68.12%2025-12-312026-01-21

TTD THE TRADE DESK INC800 sharesnew addition2025-12-312026-01-21

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WFC-PL WELLS FARGO CO NEW25 shares0.00%2025-12-312026-01-21

PGC PEAPACK-GLADSTONE FINL CORP1.1K shares0.00%2025-12-312026-01-21

ICE INTERCONTINENTAL EXCHANGE IN186 shares0.00%2025-12-312026-01-21

MKC MCCORMICK & CO INC437 shares0.00%2025-12-312026-01-21

KEY KEYCORP1.4K shares0.00%2025-12-312026-01-21

XLU SELECT SECTOR SPDR TR676 shares100.00%2025-12-312026-01-21

FANG DIAMONDBACK ENERGY INC191 shares0.00%2025-12-312026-01-21

SPDW SPDR INDEX SHS FDS644 sharesnew addition2025-12-312026-01-21

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COIN COINBASE GLOBAL INC126 shares0.00%2025-12-312026-01-21

FTV FORTIVE CORP505 shares0.00%2025-12-312026-01-21

WELL WELLTOWER INC148 shares-9.20%2025-12-312026-01-21

VNQI VANGUARD INTL EQUITY INDEX F598 shares0.00%2025-12-312026-01-21

CSX CSX CORP750 sharesnew addition2025-12-312026-01-21

CMI CUMMINS INC53 shares0.00%2025-12-312026-01-21

CTVA CORTEVA INC402 shares0.00%2025-12-312026-01-21

COP CONOCOPHILLIPS280 shares0.00%2025-12-312026-01-21

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QBTS D-WAVE QUANTUM INC1.0K shares0.00%2025-12-312026-01-21

NOW SERVICENOW INC170 shares400.00%2025-12-312026-01-21

BUFR FIRST TR EXCHNG TRADED FD VI749 sharesnew addition2025-12-312026-01-21

HPE HEWLETT PACKARD ENTERPRISE C1.1K shares0.00%2025-12-312026-01-21

CORPAY INC CORPAY INC85 shares0.00%2025-12-312026-01-21

ISRG INTUITIVE SURGICAL INC45 shares-6.25%2025-12-312026-01-21

UNH UNITEDHEALTH GROUP INC75 shares-76.99%2025-12-312026-01-21

APLD APPLIED DIGITAL CORP1.0K sharesnew addition2025-12-312026-01-21

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HP INC HP INC1.1K shares0.00%2025-12-312026-01-21

CME CME GROUP INC85 shares-9.57%2025-12-312026-01-21

ZION ZIONS BANCORPORATION N A395 shares0.00%2025-12-312026-01-21

LVHD LEGG MASON ETF INVT577 shares-64.71%2025-12-312026-01-21

IJT ISHARES TR163 shares0.62%2025-12-312026-01-21

IWS ISHARES TR162 shares0.00%2025-12-312026-01-21

CMCSA COMCAST CORP NEW748 shares405.41%2025-12-312026-01-21

VTV VANGUARD INDEX FDS117 shares0.00%2025-12-312026-01-21

Sponsored

O REALTY INCOME CORP393 shares1.29%2025-12-312026-01-21

ROK ROCKWELL AUTOMATION INC57 shares0.00%2025-12-312026-01-21

RGTI RIGETTI COMPUTING INC1.0K shares0.00%2025-12-312026-01-21

ARQQ ARQIT QUANTUM INC1.0K shares0.00%2025-12-312026-01-21

SPYV SPDR SERIES TRUST384 sharesnew addition2025-12-312026-01-21

BKNG BOOKING HOLDINGS INC4 shares0.00%2025-12-312026-01-21

T AT&T INC860 shares-63.50%2025-12-312026-01-21

YUMC YUM CHINA HLDGS INC447 shares0.00%2025-12-312026-01-21

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CDL VICTORY PORTFOLIOS II300 shares0.00%2025-12-312026-01-21

SAN BANCO SANTANDER SA1.6K shares0.00%2025-12-312026-01-21

VBR VANGUARD INDEX FDS91 shares0.00%2025-12-312026-01-21

USB US BANCORP DEL361 shares0.00%2025-12-312026-01-21

IWF ISHARES TR41 shares-43.06%2025-12-312026-01-21

TM TOYOTA MOTOR CORP89 shares0.00%2025-12-312026-01-21

EXAS EXACT SCIENCES CORP185 shares0.00%2025-12-312026-01-21

ELV ELEVANCE HEALTH INC FORMERLY52 shares0.00%2025-12-312026-01-21

Sponsored

NVO NOVO-NORDISK A S353 shares0.00%2025-12-312026-01-21

UPS UNITED PARCEL SERVICE INC180 shares-50.00%2025-12-312026-01-21

IBIT ISHARES BITCOIN TRUST ETF359 shares53.42%2025-12-312026-01-21

PNC PNC FINL SVCS GROUP INC84 shares0.00%2025-12-312026-01-21

AZO AUTOZONE INC5 shares0.00%2025-12-312026-01-21

PATH UIPATH INC1.0K sharesnew addition2025-12-312026-01-21

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F248 shares0.00%2025-12-312026-01-21

DFIC DIMENSIONAL ETF TRUST470 shares0.00%2025-12-312026-01-21

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CG CARLYLE GROUP INC273 shares0.00%2025-12-312026-01-21

LAM RESEARCH CORP LAM RESEARCH CORP92 shares0.00%2025-12-312026-01-21

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC386 shares0.00%2025-12-312026-01-21

BHP BHP GROUP LTD250 sharesnew addition2025-12-312026-01-21

IHI ISHARES TR240 shares0.00%2025-12-312026-01-21

ZWS ZURN ELKAY WATER SOLNS CORP315 shares0.00%2025-12-312026-01-21

FITB FIFTH THIRD BANCORP309 shares0.00%2025-12-312026-01-21

PSX PHILLIPS 66111 shares65.67%2025-12-312026-01-21

Sponsored

IDXX IDEXX LABS INC21 shares0.00%2025-12-312026-01-21

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F152 shares0.00%2025-12-312026-01-21

JCI JOHNSON CTLS INTL PLC118 shares0.00%2025-12-312026-01-21

KTOS KRATOS DEFENSE & SEC SOLUTIO186 shares0.00%2025-12-312026-01-21

IX ORIX CORP475 shares0.00%2025-12-312026-01-21

IHG INTERCONTINENTAL HOTELS GROU98 shares0.00%2025-12-312026-01-21

SE SEA LTD108 shares0.00%2025-12-312026-01-21

BOTZ GLOBAL X FDS376 shares0.00%2025-12-312026-01-21

Sponsored

TT TRANE TECHNOLOGIES PLC35 shares0.00%2025-12-312026-01-21

NKE NIKE INC213 shares0.00%2025-12-312026-01-21

VLO VALERO ENERGY CORP82 shares0.00%2025-12-312026-01-21

EBAY EBAY INC.152 shares0.00%2025-12-312026-01-21

JOBY JOBY AVIATION INC1.0K shares0.00%2025-12-312026-01-21

ARISTA NETWORKS INC ARISTA NETWORKS INC100 shares0.00%2025-12-312026-01-21

CCEP COCA-COLA EUROPACIFIC PARTNE144 shares0.00%2025-12-312026-01-21

CENCORA INC CENCORA INC38 shares0.00%2025-12-312026-01-21

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XYZ BLOCK INC196 shares-0.51%2025-12-312026-01-21

SPSM SPDR SERIES TRUST272 sharesnew addition2025-12-312026-01-21

SMFG SUMITOMO MITSUI FINL GROUP I644 shares0.00%2025-12-312026-01-21

MCK MCKESSON CORP15 shares0.00%2025-12-312026-01-21

BROS DUTCH BROS INC200 shares0.00%2025-12-312026-01-21

UNILEVER PLC UNILEVER PLC187 sharesnew addition2025-12-312026-01-21

VBK VANGUARD INDEX FDS40 shares0.00%2025-12-312026-01-21

ORLY OREILLY AUTOMOTIVE INC132 shares-13.73%2025-12-312026-01-21

Sponsored

SOLV SOLVENTUM CORP150 shares0.00%2025-12-312026-01-21

CTRA COTERRA ENERGY INC449 shares-9.84%2025-12-312026-01-21

SPIB SPDR SERIES TRUST347 sharesnew addition2025-12-312026-01-21

SPOT SPOTIFY TECHNOLOGY S A20 shares-55.56%2025-12-312026-01-21

LOW LOWES COS INC48 shares220.00%2025-12-312026-01-21

SONY SONY GROUP CORP450 shares0.00%2025-12-312026-01-21

MNST MONSTER BEVERAGE CORP NEW145 shares0.00%2025-12-312026-01-21

MAR MARRIOTT INTL INC NEW35 shares0.00%2025-12-312026-01-21

Sponsored

CNI CANADIAN NATL RY CO109 sharesnew addition2025-12-312026-01-21

APD AIR PRODS & CHEMS INC43 shares0.00%2025-12-312026-01-21

AON PLC AON PLC30 shares-9.09%2025-12-312026-01-21

RRC RANGE RES CORP300 shares0.00%2025-12-312026-01-21

MU MICRON TECHNOLOGY INC37 sharesnew addition2025-12-312026-01-21

LYV LIVE NATION ENTERTAINMENT IN74 shares0.00%2025-12-312026-01-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP31 shares93.75%2025-12-312026-01-21

QQQM INVESCO EXCH TRADED FD TR II41 shares5.13%2025-12-312026-01-21

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI358 shares0.00%2025-12-312026-01-21

OMC OMNICOM GROUP INC124 shares24.00%2025-12-312026-01-21

SPEM SPDR INDEX SHS FDS211 sharesnew addition2025-12-312026-01-21

ETH GRAYSCALE ETHEREUM MINI TR E350 shares0.00%2025-12-312026-01-21

BCS BARCLAYS PLC385 shares0.00%2025-12-312026-01-21

ES EVERSOURCE ENERGY144 shares-94.55%2025-12-312026-01-21

FIX COMFORT SYS USA INC10 shares0.00%2025-12-312026-01-21

EL LAUDER ESTEE COS INC88 shares0.00%2025-12-312026-01-21

Sponsored

GWW WW GRAINGER INC9 shares125.00%2025-12-312026-01-21

DOW DOW INC386 shares0.00%2025-12-312026-01-21

BBVA BANCO BILBAO VIZCAYA ARGENTA387 shares0.00%2025-12-312026-01-21

PFG PRINCIPAL FINANCIAL GROUP IN100 shares0.00%2025-12-312026-01-21

MLM MARTIN MARIETTA MATLS INC14 shares0.00%2025-12-312026-01-21

UBS UBS GROUP AG188 shares0.00%2025-12-312026-01-21

ARKW ARK ETF TR58 shares1.75%2025-12-312026-01-21

RAL RALLIANT CORP168 shares0.00%2025-12-312026-01-21

Sponsored

PSTG PURE STORAGE INC125 shares0.00%2025-12-312026-01-21

BBAX J P MORGAN EXCHANGE TRADED F144 shares0.00%2025-12-312026-01-21

CFR CULLEN FROST BANKERS INC64 shares0.00%2025-12-312026-01-21

ZBH ZIMMER BIOMET HOLDINGS INC90 shares0.00%2025-12-312026-01-21

AMT AMERICAN TOWER CORP NEW46 shares35.29%2025-12-312026-01-21

MAS MASCO CORP127 shares0.00%2025-12-312026-01-21

ACGL ARCH CAP GROUP LTD83 shares0.00%2025-12-312026-01-21

ENPH ENPHASE ENERGY INC245 shares0.00%2025-12-312026-01-21

Sponsored

IYW ISHARES TR39 shares0.00%2025-12-312026-01-21

CPNG COUPANG INC330 shares0.00%2025-12-312026-01-21

DTE DTE ENERGY CO59 shares-13.24%2025-12-312026-01-21

VNT VONTIER CORPORATION201 shares0.00%2025-12-312026-01-21

THE CIGNA GROUP THE CIGNA GROUP27 shares0.00%2025-12-312026-01-21

SMH VANECK ETF TRUST20 shares0.00%2025-12-312026-01-21

NTAP NETAPP INC62 shares0.00%2025-12-312026-01-21

ARKQ ARK ETF TR55 shares0.00%2025-12-312026-01-21

Sponsored

CITIGROUP INC CITIGROUP INC54 shares0.00%2025-12-312026-01-21

CNS COHEN & STEERS INC100 shares0.00%2025-12-312026-01-21

DVN DEVON ENERGY CORP NEW171 shares0.00%2025-12-312026-01-21

AGCO AGCO CORP60 shares0.00%2025-12-312026-01-21

VEEV VEEVA SYS INC28 shares0.00%2025-12-312026-01-21

UNFI UNITED NAT FOODS INC185 shares0.00%2025-12-312026-01-21

CCL CARNIVAL CORP200 shares0.00%2025-12-312026-01-21

ITW ILLINOIS TOOL WKS INC24 sharesnew addition2025-12-312026-01-21

Sponsored

DDOG DATADOG INC43 shares0.00%2025-12-312026-01-21

WAVE ECO WAVE POWER GLOBAL AB1.0K sharesnew addition2025-12-312026-01-21

LUV SOUTHWEST AIRLS CO140 shares0.00%2025-12-312026-01-21

WAT WATERS CORP15 shares0.00%2025-12-312026-01-21

DB DEUTSCHE BANK A G145 shares0.00%2025-12-312026-01-21

LECO LINCOLN ELEC HLDGS INC23 shares0.00%2025-12-312026-01-21

DTM DT MIDSTREAM INC45 shares0.00%2025-12-312026-01-21

ETHA ISHARES ETHEREUM TR240 shares11.63%2025-12-312026-01-21

Sponsored

AMBA AMBARELLA INC75 shares0.00%2025-12-312026-01-21

NDSN NORDSON CORP22 shares0.00%2025-12-312026-01-21

VSH VISHAY INTERTECHNOLOGY INC365 shares0.00%2025-12-312026-01-21

SHYG ISHARES TR123 sharesnew addition2025-12-312026-01-21

IBN ICICI BANK LIMITED176 shares0.00%2025-12-312026-01-21

SCHA SCHWAB STRATEGIC TR182 shares0.55%2025-12-312026-01-21

RACE FERRARI N V14 shares0.00%2025-12-312026-01-21

MSCI MSCI INC9 shares0.00%2025-12-312026-01-21

Sponsored

LCTX LINEAGE CELL THERAPEUTICS IN3.0K shares0.00%2025-12-312026-01-21

RYAAY RYANAIR HOLDINGS PLC70 shares0.00%2025-12-312026-01-21

CLX CLOROX CO DEL50 shares-83.55%2025-12-312026-01-21

ALC ALCON AG63 shares0.00%2025-12-312026-01-21

PUMP PROPETRO HLDG CORP513 shares0.00%2025-12-312026-01-21

ARKK ARK ETF TR63 shares0.00%2025-12-312026-01-21

VCIT VANGUARD SCOTTSDALE FDS58 shares141.67%2025-12-312026-01-21

EMR EMERSON ELEC CO36 sharesnew addition2025-12-312026-01-21

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC58 sharesnew addition2025-12-312026-01-21

BBEU J P MORGAN EXCHANGE TRADED F64 shares0.00%2025-12-312026-01-21

CHTR CHARTER COMMUNICATIONS INC N22 shares0.00%2025-12-312026-01-21

RPM RPM INTL INC44 shares0.00%2025-12-312026-01-21

CYBR CYBERARK SOFTWARE LTD10 shares0.00%2025-12-312026-01-21

NOK NOKIA CORP680 shares0.00%2025-12-312026-01-21

WCN WASTE CONNECTIONS INC25 shares0.00%2025-12-312026-01-21

APG API GROUP CORP113 shares0.00%2025-12-312026-01-21

Sponsored

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D2 shares0.00%2025-12-312026-01-21

SPMB SPDR SERIES TRUST182 sharesnew addition2025-12-312026-01-21

PIPR PIPER SANDLER COMPANIES12 shares0.00%2025-12-312026-01-21

TRGP TARGA RES CORP22 shares0.00%2025-12-312026-01-21

SPTL SPDR SERIES TRUST153 sharesnew addition2025-12-312026-01-21

MELI MERCADOLIBRE INC2 shares0.00%2025-12-312026-01-21

SNOW SNOWFLAKE INC18 shares0.00%2025-12-312026-01-21

CPRT COPART INC98 shares-45.86%2025-12-312026-01-21

Sponsored

STERIS PLC STERIS PLC15 shares0.00%2025-12-312026-01-21

BKR BAKER HUGHES COMPANY83 shares0.00%2025-12-312026-01-21

CINF CINCINNATI FINL CORP23 shares0.00%2025-12-312026-01-21

DOV DOVER CORP19 shares0.00%2025-12-312026-01-21

HSY HERSHEY CO20 shares0.00%2025-12-312026-01-21

RBC RBC BEARINGS INC8 shares0.00%2025-12-312026-01-21

SLYG SPDR SERIES TRUST38 sharesnew addition2025-12-312026-01-21

PSO PEARSON PLC252 shares0.00%2025-12-312026-01-21

Sponsored

EATON CORP PLC EATON CORP PLC11 shares0.00%2025-12-312026-01-21

WBD WARNER BROS DISCOVERY INC120 sharesnew addition2025-12-312026-01-21

SNA SNAP ON INC10 shares0.00%2025-12-312026-01-21

MTSI MACOM TECH SOLUTIONS HLDGS I20 shares0.00%2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available