The Analysis of Apella Capital, LLC's Holdings
Currently, Apella Capital, LLC holds 531 types of securities in its portfolio with a total value $5.1B. In the most recent quarter, they have increased their positions in VTI (+223.8K shares, valued at $75.0M), DFSD (+506.8K shares, valued at $24.3M), ESGV (+139.8K shares, valued at $16.9M); decreased their positions in MGC (-47.6K shares, valued at $11.9M), BNDX (-111.0K shares, valued at $5.4M), MTUM (-19.7K shares, valued at $4.9M); initiated new positions in IYY (+85.9K shares, valued at $14.2M), IBB (+57.6K shares, valued at $9.7M), VTEI (+52.0K shares, valued at $5.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST13.9M shares2.92%2025-12-312026-01-21
VTI VANGUARD INDEX FDS688.8K shares48.11%2025-12-312026-01-21 DFSD DIMENSIONAL ETF TRUST4.5M shares12.66%2025-12-312026-01-21 DFIC DIMENSIONAL ETF TRUST4.3M shares8.85%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS1.7M shares9.84%2025-12-312026-01-21 BND VANGUARD BD INDEX FDS1.7M shares2.89%2025-12-312026-01-21 DFCF DIMENSIONAL ETF TRUST2.6M shares12.93%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS1.7M shares6.87%2025-12-312026-01-21 DFGX DIMENSIONAL ETF TRUST1.9M shares15.89%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F1.9M shares12.66%2025-12-312026-01-21 DUHP DIMENSIONAL ETF TRUST2.6M shares12.85%2025-12-312026-01-21 DFAT DIMENSIONAL ETF TRUST1.6M shares-0.38%2025-12-312026-01-21 DFUS DIMENSIONAL ETF TRUST1.2M shares5.35%2025-12-312026-01-21 VONE VANGUARD SCOTTSDALE FDS285.2K shares12.04%2025-12-312026-01-21 AAPL APPLE INC254.5K shares30.98%2025-12-312026-01-21 AVEM AMERICAN CENTY ETF TR854.6K shares10.82%2025-12-312026-01-21 MGC VANGUARD WORLD FD241.1K shares-16.48%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR84.4K shares6.55%2025-12-312026-01-21 DFIV DIMENSIONAL ETF TRUST1.1M shares-1.83%2025-12-312026-01-21 AVDE AMERICAN CENTY ETF TR682.1K shares7.86%2025-12-312026-01-21 BNDX VANGUARD CHARLOTTE FDS1.1M shares-9.29%2025-12-312026-01-21 MSFT MICROSOFT CORP102.6K shares22.55%2025-12-312026-01-21 DFEM DIMENSIONAL ETF TRUST1.4M shares2.80%2025-12-312026-01-21 DFLV DIMENSIONAL ETF TRUST1.3M shares11.91%2025-12-312026-01-21 AVDV AMERICAN CENTY ETF TR470.4K shares5.32%2025-12-312026-01-21 SUB ISHARES TR411.1K shares3.37%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS289.4K shares3.16%2025-12-312026-01-21 DIHP DIMENSIONAL ETF TRUST1.3M shares13.17%2025-12-312026-01-21 IEFA ISHARES TR447.8K shares9.27%2025-12-312026-01-21 ISTB ISHARES TR814.4K shares15.08%2025-12-312026-01-21 VO VANGUARD INDEX FDS135.3K shares4.22%2025-12-312026-01-21 VTV VANGUARD INDEX FDS204.9K shares0.23%2025-12-312026-01-21 IUSB ISHARES TR826.6K shares24.76%2025-12-312026-01-21 VOOG VANGUARD ADMIRAL FDS INC84.5K shares0.29%2025-12-312026-01-21 DFAX DIMENSIONAL ETF TRUST1.1M shares-3.78%2025-12-312026-01-21 VB VANGUARD INDEX FDS140.9K shares3.18%2025-12-312026-01-21 SPAB SPDR SERIES TRUST1.3M shares24.56%2025-12-312026-01-21 DFUV DIMENSIONAL ETF TRUST738.2K shares-10.18%2025-12-312026-01-21 VONG VANGUARD SCOTTSDALE FDS273.7K shares18.76%2025-12-312026-01-21 MTUM ISHARES TR132.9K shares-12.88%2025-12-312026-01-21 DFNM DIMENSIONAL ETF TRUST681.9K shares3.81%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS394.4K shares7.42%2025-12-312026-01-21 VCIT VANGUARD SCOTTSDALE FDS360.9K shares6.05%2025-12-312026-01-21 ESGV VANGUARD WORLD FD244.6K shares133.37%2025-12-312026-01-21 SPDW SPDR INDEX SHS FDS648.2K shares7.67%2025-12-312026-01-21 SPHY SPDR SERIES TRUST1.2M shares65.64%2025-12-312026-01-21 IAGG ISHARES TR520.4K shares26.75%2025-12-312026-01-21 IJH ISHARES TR366.9K shares11.88%2025-12-312026-01-21 IWF ISHARES TR51.2K shares0.74%2025-12-312026-01-21 VSS VANGUARD INTL EQUITY INDEX F168.7K shares-5.87%2025-12-312026-01-21 JSCP J P MORGAN EXCHANGE TRADED F462.9K shares2.89%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS434.3K shares11.46%2025-12-312026-01-21 EMB ISHARES TR226.1K shares13.47%2025-12-312026-01-21 AVLV AMERICAN CENTY ETF TR281.5K shares12.60%2025-12-312026-01-21 ALPHABET INC ALPHABET INC65.5K shares-14.15%2025-12-312026-01-21 VUG VANGUARD INDEX FDS41.0K shares-2.14%2025-12-312026-01-21 VTIP VANGUARD MALVERN FDS403.2K shares2.06%2025-12-312026-01-21 JEPI J P MORGAN EXCHANGE TRADED F347.9K shares2.81%2025-12-312026-01-21 MUB ISHARES TR181.7K shares7.31%2025-12-312026-01-21 AVUS AMERICAN CENTY ETF TR173.4K shares1.71%2025-12-312026-01-21 NVDA NVIDIA CORPORATION103.6K shares5.93%2025-12-312026-01-21 SPIB SPDR SERIES TRUST561.1K shares24.73%2025-12-312026-01-21 IBTG ISHARES TR766.9K shares60.65%2025-12-312026-01-21 BBAG J P MORGAN EXCHANGE TRADED F368.8K shares0.73%2025-12-312026-01-21 AVUV AMERICAN CENTY ETF TR156.2K shares0.70%2025-12-312026-01-21 QUAL ISHARES TR79.8K shares-7.87%2025-12-312026-01-21 VXUS VANGUARD STAR FDS203.0K shares5.26%2025-12-312026-01-21 IWD ISHARES TR71.9K shares-1.93%2025-12-312026-01-21 BIV VANGUARD BD INDEX FDS192.5K shares2257.99%2025-12-312026-01-21 IYY ISHARES TR85.9K sharesnew addition2025-12-312026-01-21 LQD ISHARES TR128.6K shares1.86%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS61.8K shares-0.73%2025-12-312026-01-21 VGSH VANGUARD SCOTTSDALE FDS223.2K shares11.18%2025-12-312026-01-21 IVW ISHARES TR105.2K shares-1.24%2025-12-312026-01-21 VOE VANGUARD INDEX FDS72.6K shares2.62%2025-12-312026-01-21 VBR VANGUARD INDEX FDS60.7K shares-6.74%2025-12-312026-01-21 DFSU DIMENSIONAL ETF TRUST294.7K shares18.62%2025-12-312026-01-21 JCPB J P MORGAN EXCHANGE TRADED F262.3K shares12.70%2025-12-312026-01-21 IEMG ISHARES INC180.0K shares-4.05%2025-12-312026-01-21 ALPHABET INC ALPHABET INC38.0K shares-14.64%2025-12-312026-01-21 ESGU ISHARES TR79.6K shares-6.01%2025-12-312026-01-21 IMTM ISHARES TR235.4K shares-7.67%2025-12-312026-01-21 VSGX VANGUARD WORLD FD156.7K shares85.44%2025-12-312026-01-21 USMV ISHARES TR118.8K shares-15.75%2025-12-312026-01-21 VBIL VANGUARD INSTL INDEX FD144.3K shares37.80%2025-12-312026-01-21 GEM GOLDMAN SACHS ETF TR260.9K shares-10.49%2025-12-312026-01-21 AMZN AMAZON COM INC45.4K shares14.77%2025-12-312026-01-21 EAGG ISHARES TR215.8K shares2.08%2025-12-312026-01-21 IWV ISHARES TR26.5K shares328.65%2025-12-312026-01-21 FBND FIDELITY MERRIMACK STR TR216.0K shares13.46%2025-12-312026-01-21 USTB VICTORY PORTFOLIOS II195.2K shares13.73%2025-12-312026-01-21 MA MASTERCARD INCORPORATED17.4K shares4.14%2025-12-312026-01-21 IJR ISHARES TR81.5K shares2.91%2025-12-312026-01-21 IBB ISHARES TR57.6K sharesnew addition2025-12-312026-01-21 DFAW DIMENSIONAL ETF TRUST127.5K shares17.77%2025-12-312026-01-21 DFSI DIMENSIONAL ETF TRUST212.5K shares10.79%2025-12-312026-01-21 VEU VANGUARD INTL EQUITY INDEX F121.9K shares237.01%2025-12-312026-01-21 PSLV SPROTT ASSET MANAGEMENT LP377.6K shares-1.13%2025-12-312026-01-21 IBTH ISHARES TR394.6K shares81.64%2025-12-312026-01-21 EFV ISHARES TR122.2K shares-7.62%2025-12-312026-01-21 DFGR DIMENSIONAL ETF TRUST323.6K shares15.23%2025-12-312026-01-21 EWX SPDR INDEX SHS FDS122.6K shares7.04%2025-12-312026-01-21 VUSB VANGUARD BD INDEX FDS159.3K shares-11.94%2025-12-312026-01-21 DFIP DIMENSIONAL ETF TRUST188.7K shares8.68%2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F55.5K shares49.12%2025-12-312026-01-21 DFAI DIMENSIONAL ETF TRUST204.7K shares29.47%2025-12-312026-01-21 ESGD ISHARES TR79.5K shares0.44%2025-12-312026-01-21 BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2025-12-312026-01-21 ACWX ISHARES TR107.7K shares-0.25%2025-12-312026-01-21 GLD SPDR GOLD TR18.2K shares98.67%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.22.2K shares-3.94%2025-12-312026-01-21 JPIB J P MORGAN EXCHANGE TRADED F140.3K shares19.36%2025-12-312026-01-21 DFSB DIMENSIONAL ETF TRUST128.6K shares17.46%2025-12-312026-01-21 SUSB ISHARES TR260.1K shares10.82%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON31.4K shares3.05%2025-12-312026-01-21 ITOT ISHARES TR43.4K shares-0.17%2025-12-312026-01-21 SCHO SCHWAB STRATEGIC TR260.8K shares-8.42%2025-12-312026-01-21 IWB ISHARES TR16.2K shares25.13%2025-12-312026-01-21 V VISA INC17.2K shares6.37%2025-12-312026-01-21 VGIT VANGUARD SCOTTSDALE FDS95.4K shares-3.94%2025-12-312026-01-21 XOM EXXON MOBIL CORP46.5K shares19.71%2025-12-312026-01-21 PFFD GLOBAL X FDS294.7K shares0.58%2025-12-312026-01-21 EFAV ISHARES TR62.2K shares-14.54%2025-12-312026-01-21 VTEI VANGUARD MUN BD FDS52.0K sharesnew addition2025-12-312026-01-21 VV VANGUARD INDEX FDS16.4K shares-0.68%2025-12-312026-01-21 DFAS DIMENSIONAL ETF TRUST73.8K shares1.43%2025-12-312026-01-21 VTES VANGUARD WELLINGTON FD50.5K sharesnew addition2025-12-312026-01-21 DFAU DIMENSIONAL ETF TRUST108.9K shares13.59%2025-12-312026-01-21 DFAE DIMENSIONAL ETF TRUST153.1K shares48.83%2025-12-312026-01-21 HTRB HARTFORD FDS EXCHANGE TRADED144.5K shares13.18%2025-12-312026-01-21 WST WEST PHARMACEUTICAL SVSC INC16.8K shares0.05%2025-12-312026-01-21 PM PHILIP MORRIS INTL INC28.3K shares-1.46%2025-12-312026-01-21 IWM ISHARES TR18.3K shares60.50%2025-12-312026-01-21 PFF ISHARES TR145.3K shares1655.15%2025-12-312026-01-21 PFXF VANECK ETF TRUST254.6K sharesnew addition2025-12-312026-01-21 GLDM WORLD GOLD TR50.5K shares-5.11%2025-12-312026-01-21 IQLT ISHARES TR92.9K shares-11.85%2025-12-312026-01-21 SHM SPDR SERIES TRUST87.3K shares-4.70%2025-12-312026-01-21 UAL UNITED AIRLS HLDGS INC36.6K shares-0.01%2025-12-312026-01-21 SEIE SEI EXCHANGE TRADED FUNDS125.2K shares2.67%2025-12-312026-01-21 PEP PEPSICO INC27.6K shares21.36%2025-12-312026-01-21 ESML ISHARES TR84.0K shares8.57%2025-12-312026-01-21 IGF ISHARES TR62.4K sharesnew addition2025-12-312026-01-21 META META PLATFORMS INC5.7K shares15.49%2025-12-312026-01-21 IBTI ISHARES TR169.0K shares51.53%2025-12-312026-01-21 DFAR DIMENSIONAL ETF TRUST161.7K shares11.54%2025-12-312026-01-21 IVV ISHARES TR5.4K shares145.63%2025-12-312026-01-21 MLM MARTIN MARIETTA MATLS INC5.9K shares-19.14%2025-12-312026-01-21 CMF ISHARES TR62.7K shares5.09%2025-12-312026-01-21 WFC WELLS FARGO CO NEW38.5K shares-0.18%2025-12-312026-01-21 IGSB ISHARES TR67.3K shares-2.81%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR107.1K shares-0.97%2025-12-312026-01-21 BCI ABRDN ETFS178.6K shares-8.50%2025-12-312026-01-21 EEMV ISHARES INC53.8K shares-10.91%2025-12-312026-01-21 LLY ELI LILLY & CO3.2K shares51.79%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS38.1K shares192.84%2025-12-312026-01-21 MDY SPDR S&P MIDCAP 400 ETF TR5.5K shares422.62%2025-12-312026-01-21 MCD MCDONALDS CORP10.8K shares-7.77%2025-12-312026-01-21 SPYM SPDR SERIES TRUST41.0K shares1.27%2025-12-312026-01-21 SHY ISHARES TR39.7K shares-19.39%2025-12-312026-01-21 PHYS SPROTT ASSET MANAGEMENT LP98.7K shares-1.19%2025-12-312026-01-21 DFSE DIMENSIONAL ETF TRUST78.0K shares14.80%2025-12-312026-01-21 ESGE ISHARES INC71.5K shares3.26%2025-12-312026-01-21 DE DEERE & CO6.5K shares0.70%2025-12-312026-01-21 VWOB VANGUARD WHITEHALL FDS44.1K shares954.36%2025-12-312026-01-21 UNP UNION PAC CORP12.7K shares28.14%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR106.9K shares20.92%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW3.2K shares3.51%2025-12-312026-01-21 JPST J P MORGAN EXCHANGE TRADED F54.5K shares-6.46%2025-12-312026-01-21 DOCS DOXIMITY INC61.0K shares-0.01%2025-12-312026-01-21 PH PARKER-HANNIFIN CORP3.0K shares-0.13%2025-12-312026-01-21 CVX CHEVRON CORP NEW17.2K shares6.25%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS8.8K shares1.06%2025-12-312026-01-21 DIS DISNEY WALT CO22.6K shares11.13%2025-12-312026-01-21 VEEV VEEVA SYS INC11.4K shares0.01%2025-12-312026-01-21 HEFA ISHARES TR60.9K shares-0.54%2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR84.5K shares-0.39%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO17.0K shares-0.29%2025-12-312026-01-21 LDOS LEIDOS HOLDINGS INC13.5K shares0.04%2025-12-312026-01-21 ABBV ABBVIE INC10.3K shares5.81%2025-12-312026-01-21 HD HOME DEPOT INC6.6K shares-0.69%2025-12-312026-01-21 TSLA TESLA INC5.1K shares-1.71%2025-12-312026-01-21 WMT WALMART INC20.2K shares5.86%2025-12-312026-01-21 ORCL ORACLE CORP11.4K shares9.91%2025-12-312026-01-21 CAT CATERPILLAR INC3.8K shares7.04%2025-12-312026-01-21 ARKK ARK ETF TR28.3K shares-2.21%2025-12-312026-01-21 BA BOEING CO9.9K shares-1.04%2025-12-312026-01-21 IYW ISHARES TR10.7K sharesnew addition2025-12-312026-01-21 ZM ZOOM COMMUNICATIONS INC24.5K shares0.36%2025-12-312026-01-21 IVE ISHARES TR9.9K shares3.71%2025-12-312026-01-21 BROADCOM INC BROADCOM INC5.9K shares15.41%2025-12-312026-01-21 IBTJ ISHARES TR92.8K shares26.87%2025-12-312026-01-21 RTX RTX CORPORATION11.1K shares60.60%2025-12-312026-01-21 SPYV SPDR SERIES TRUST34.7K shares1.47%2025-12-312026-01-21 XERS XERIS BIOPHARMA HOLDINGS INC245.9K shares2358.97%2025-12-312026-01-21 DRTS ALPHA TAU MEDICAL LTD382.3K sharesnew addition2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR13.1K shares423.37%2025-12-312026-01-21 VGT VANGUARD WORLD FD2.4K shares67.87%2025-12-312026-01-21 NFLX NETFLIX INC18.9K shares1067.22%2025-12-312026-01-21 EMR EMERSON ELEC CO13.3K shares24.65%2025-12-312026-01-21 KO COCA COLA CO25.3K shares15.20%2025-12-312026-01-21 OMFL INVESCO EXCH TRD SLF IDX FD28.9K shares-0.80%2025-12-312026-01-21 EFA ISHARES TR18.4K shares24.64%2025-12-312026-01-21 SEIS SEI EXCHANGE TRADED FUNDS63.0K shares3.38%2025-12-312026-01-21 XLSR SSGA ACTIVE TR28.1K shares1.14%2025-12-312026-01-21 CSCO CISCO SYS INC22.5K shares61.38%2025-12-312026-01-21 HYGH ISHARES U S ETF TR20.1K shares0.64%2025-12-312026-01-21 SYK STRYKER CORPORATION4.9K shares0.08%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO4.6K shares4.41%2025-12-312026-01-21 SEEM SEI EXCHANGE TRADED FUNDS52.8K shares1.71%2025-12-312026-01-21 DFSV DIMENSIONAL ETF TRUST49.9K shares101.51%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR67.5K shares4.53%2025-12-312026-01-21 SEIM SEI EXCHANGE TRADED FUNDS35.0K shares19.72%2025-12-312026-01-21 SO SOUTHERN CO18.5K shares66.15%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR56.5K shares21.32%2025-12-312026-01-21 SEIV SEI EXCHANGE TRADED FUNDS38.5K shares14.73%2025-12-312026-01-21 HSCZ ISHARES TR41.0K shares0.42%2025-12-312026-01-21 AGG ISHARES TR15.8K shares11.28%2025-12-312026-01-21 EMXC ISHARES INC21.7K shares0.47%2025-12-312026-01-21 IDEV ISHARES TR19.0K shares-1.19%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE5.1K shares5.13%2025-12-312026-01-21 TYL TYLER TECHNOLOGIES INC3.4K sharesnew addition2025-12-312026-01-21 SPEM SPDR INDEX SHS FDS33.1K shares78.75%2025-12-312026-01-21 MDLZ MONDELEZ INTL INC28.3K shares-31.49%2025-12-312026-01-21 VBK VANGUARD INDEX FDS5.0K shares6.39%2025-12-312026-01-21 VYMI VANGUARD WHITEHALL FDS16.3K shares-1.48%2025-12-312026-01-21 FDX FEDEX CORP5.0K shares3.17%2025-12-312026-01-21 SBUX STARBUCKS CORP16.9K shares-1.84%2025-12-312026-01-21 TXN TEXAS INSTRS INC8.2K shares-0.83%2025-12-312026-01-21 CRM SALESFORCE INC5.4K shares2.52%2025-12-312026-01-21 EZM WISDOMTREE TR20.9K shares0.00%2025-12-312026-01-21 DIA SPDR DOW JONES INDL AVERAGE2.9K shares2.84%2025-12-312026-01-21 REET ISHARES TR55.2K shares-8.23%2025-12-312026-01-21 T AT&T INC55.0K shares27.10%2025-12-312026-01-21 AVGE AMERICAN CENTY ETF TR15.7K shares25.04%2025-12-312026-01-21 AMD ADVANCED MICRO DEVICES INC6.1K shares0.76%2025-12-312026-01-21 VTHR VANGUARD SCOTTSDALE FDS4.3K shares1.54%2025-12-312026-01-21 VXF VANGUARD INDEX FDS6.2K shares6.62%2025-12-312026-01-21 JPME J P MORGAN EXCHANGE TRADED F11.9K shares-1.60%2025-12-312026-01-21 MUNI PIMCO ETF TR24.1K shares6.13%2025-12-312026-01-21 HYMB SPDR SERIES TRUST50.6K shares22.36%2025-12-312026-01-21 JPIN J P MORGAN EXCHANGE TRADED F18.2K shares-0.64%2025-12-312026-01-21 BNDW VANGUARD SCOTTSDALE FDS17.9K shares0.03%2025-12-312026-01-21 AVRE AMERICAN CENTY ETF TR28.2K shares1.90%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC6.9K shares1.36%2025-12-312026-01-21 DHI D R HORTON INC8.5K shares-1.46%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC29.4K shares10.01%2025-12-312026-01-21 ROK ROCKWELL AUTOMATION INC3.1K shares14.84%2025-12-312026-01-21 QCOM QUALCOMM INC6.8K shares17.40%2025-12-312026-01-21 DCOR DIMENSIONAL ETF TRUST15.8K shares0.15%2025-12-312026-01-21 ABT ABBOTT LABS9.2K shares9.35%2025-12-312026-01-21 ADP AUTOMATIC DATA PROCESSING IN4.5K shares-0.18%2025-12-312026-01-21 TT TRANE TECHNOLOGIES PLC2.9K shares2.40%2025-12-312026-01-21 IYR ISHARES TR11.7K shares287.35%2025-12-312026-01-21 AVIG AMERICAN CENTY ETF TR26.1K shares0.00%2025-12-312026-01-21 BSCS INVESCO EXCH TRD SLF IDX FD52.8K shares-0.87%2025-12-312026-01-21 DUSB DIMENSIONAL ETF TRUST21.3K shares169.86%2025-12-312026-01-21 BSCR INVESCO EXCH TRD SLF IDX FD54.5K shares-0.83%2025-12-312026-01-21 BSCQ INVESCO EXCH TRD SLF IDX FD54.8K shares-1.10%2025-12-312026-01-21 WELL WELLTOWER INC5.8K shares0.33%2025-12-312026-01-21 BSCT INVESCO EXCH TRD SLF IDX FD56.9K shares-1.05%2025-12-312026-01-21 BSCU INVESCO EXCH TRD SLF IDX FD63.3K shares-0.98%2025-12-312026-01-21 SPYG SPDR SERIES TRUST9.9K shares4.20%2025-12-312026-01-21 IYH ISHARES TR16.2K sharesnew addition2025-12-312026-01-21 CGW INVESCO EXCH TRADED FD TR II16.7K sharesnew addition2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC3.1K shares-0.66%2025-12-312026-01-21 FNDX SCHWAB STRATEGIC TR38.0K shares-0.52%2025-12-312026-01-21 BAC BANK AMERICA CORP18.3K shares11.80%2025-12-312026-01-21 ALL ALLSTATE CORP4.7K shares32.78%2025-12-312026-01-21 LMT LOCKHEED MARTIN CORP2.0K shares8.54%2025-12-312026-01-21 TIP ISHARES TR8.8K shares3.44%2025-12-312026-01-21 IMCB ISHARES TR11.5K shares0.00%2025-12-312026-01-21 VCEB VANGUARD WORLD FD14.9K sharesnew addition2025-12-312026-01-21 PCAR PACCAR INC8.6K shares4.89%2025-12-312026-01-21 SUSA ISHARES TR6.6K sharesnew addition2025-12-312026-01-21 VTEC VANGUARD CALIF TAX FREE FDS9.0K shares105.69%2025-12-312026-01-21 IJS ISHARES TR7.9K shares0.52%2025-12-312026-01-21 EMLP FIRST TR EXCHANGE-TRADED FD23.3K shares-0.33%2025-12-312026-01-21 STN STANTEC INC9.3K shares-0.14%2025-12-312026-01-21 DFGP DIMENSIONAL ETF TRUST16.0K shares111.85%2025-12-312026-01-21 SAIC SCIENCE APPLICATIONS INTL CO8.6K shares0.01%2025-12-312026-01-21 IEI ISHARES TR7.2K shares0.00%2025-12-312026-01-21 DES WISDOMTREE TR25.7K shares-1.77%2025-12-312026-01-21 NOC NORTHROP GRUMMAN CORP1.5K shares14.67%2025-12-312026-01-21 TJX TJX COS INC NEW5.5K shares1.64%2025-12-312026-01-21 VSDA VICTORY PORTFOLIOS II15.9K shares-1.01%2025-12-312026-01-21 JMST J P MORGAN EXCHANGE TRADED F16.5K shares0.44%2025-12-312026-01-21 BSCV INVESCO EXCH TRD SLF IDX FD48.6K shares0.85%2025-12-312026-01-21 NEE NEXTERA ENERGY INC9.9K shares18.20%2025-12-312026-01-21 SEIQ SEI EXCHANGE TRADED FUNDS20.3K shares22.38%2025-12-312026-01-21 COP CONOCOPHILLIPS8.4K shares8.59%2025-12-312026-01-21 OEF ISHARES TR2.3K shares39.03%2025-12-312026-01-21 GEV GE VERNOVA INC1.2K shares4.34%2025-12-312026-01-21 DVY ISHARES TR5.3K shares24.34%2025-12-312026-01-21 AVA AVISTA CORP19.2K shares-0.64%2025-12-312026-01-21 IWN ISHARES TR4.0K shares-3.07%2025-12-312026-01-21 HON HONEYWELL INTL INC3.6K shares-5.72%2025-12-312026-01-21 WM WASTE MGMT INC DEL3.2K shares2.11%2025-12-312026-01-21 RWO SPDR INDEX SHS FDS15.6K shares-10.30%2025-12-312026-01-21 SHV ISHARES TR6.3K shares0.86%2025-12-312026-01-21 ELV ELEVANCE HEALTH INC FORMERLY2.0K shares0.15%2025-12-312026-01-21 D DOMINION ENERGY INC11.8K shares-1.15%2025-12-312026-01-21 MS MORGAN STANLEY3.9K shares11.31%2025-12-312026-01-21 PFE PFIZER INC27.4K shares11.15%2025-12-312026-01-21 VPU VANGUARD WORLD FD3.6K shares10.48%2025-12-312026-01-21 AMGN AMGEN INC2.0K shares10.58%2025-12-312026-01-21 USHY ISHARES TR17.6K sharesnew addition2025-12-312026-01-21 UGI UGI CORP NEW17.6K shares0.02%2025-12-312026-01-21 MAR MARRIOTT INTL INC NEW2.1K shares0.71%2025-12-312026-01-21 SCHM SCHWAB STRATEGIC TR21.7K shares0.00%2025-12-312026-01-21 ICLN ISHARES TR39.1K sharesnew addition2025-12-312026-01-21 AEP AMERICAN ELEC PWR CO INC5.5K shares11.98%2025-12-312026-01-21 KR KROGER CO10.2K shares-0.04%2025-12-312026-01-21 EW EDWARDS LIFESCIENCES CORP7.4K shares159.35%2025-12-312026-01-21 IBIT ISHARES BITCOIN TRUST ETF12.8K shares14.16%2025-12-312026-01-21 SOXX ISHARES TR2.1K shares4.49%2025-12-312026-01-21 CMI CUMMINS INC1.2K shares1.08%2025-12-312026-01-21 SPSM SPDR SERIES TRUST13.1K shares-41.35%2025-12-312026-01-21 FNF FIDELITY NATIONAL FINANCIAL11.3K shares-1.90%2025-12-312026-01-21 IBTK ISHARES TR30.9K shares47.02%2025-12-312026-01-21 VMBS VANGUARD SCOTTSDALE FDS12.9K sharesnew addition2025-12-312026-01-21 DXUV DIMENSIONAL ETF TRUST10.0K shares0.19%2025-12-312026-01-21 ADI ANALOG DEVICES INC2.2K shares-5.74%2025-12-312026-01-21 SLV ISHARES SILVER TR9.1K shares4.71%2025-12-312026-01-21 SCHP SCHWAB STRATEGIC TR22.1K shares2.99%2025-12-312026-01-21 INTC INTEL CORP15.7K shares10.82%2025-12-312026-01-21 MO ALTRIA GROUP INC10.0K shares-0.35%2025-12-312026-01-21 ED CONSOLIDATED EDISON INC5.7K shares4.49%2025-12-312026-01-21 PCT PURECYCLE TECHNOLOGIES INC65.5K shares12.61%2025-12-312026-01-21 NYF ISHARES TR10.4K shares14.83%2025-12-312026-01-21 BK BANK NEW YORK MELLON CORP4.7K shares1.69%2025-12-312026-01-21 TFC TRUIST FINL CORP11.1K shares41.08%2025-12-312026-01-21 GPN GLOBAL PMTS INC7.0K sharesnew addition2025-12-312026-01-21 SCHE SCHWAB STRATEGIC TR16.6K sharesnew addition2025-12-312026-01-21 IWR ISHARES TR5.7K shares162.66%2025-12-312026-01-21 CEG CONSTELLATION ENERGY CORP1.5K shares7.70%2025-12-312026-01-21 XYLD GLOBAL X FDS13.3K shares-0.40%2025-12-312026-01-21 SMMU PIMCO ETF TR10.6K shares18.25%2025-12-312026-01-21 DHR DANAHER CORPORATION2.3K shares-8.20%2025-12-312026-01-21 ADBE ADOBE INC1.5K shares-1.94%2025-12-312026-01-21 ASML ASML HOLDING N V496 shares1.02%2025-12-312026-01-21 MU MICRON TECHNOLOGY INC1.9K shares3.76%2025-12-312026-01-21 PEG PUBLIC SVC ENTERPRISE GRP IN6.5K shares22.16%2025-12-312026-01-21 CTVA CORTEVA INC7.7K shares1.23%2025-12-312026-01-21 PFG PRINCIPAL FINANCIAL GROUP IN5.8K shares0.02%2025-12-312026-01-21 VLUE ISHARES TR3.8K sharesnew addition2025-12-312026-01-21 IWS ISHARES TR3.6K shares3.90%2025-12-312026-01-21 KKR & CO INC KKR & CO INC3.9K shares-0.63%2025-12-312026-01-21 PNC PNC FINL SVCS GROUP INC2.4K shares22.63%2025-12-312026-01-21 SHW SHERWIN WILLIAMS CO1.5K shares-1.23%2025-12-312026-01-21 AVXL ANAVEX LIFE SCIENCES CORP138.0K shares38.67%2025-12-312026-01-21 XBI SPDR SERIES TRUST4.0K sharesnew addition2025-12-312026-01-21 WPC WP CAREY INC7.6K shares3.70%2025-12-312026-01-21 IWY ISHARES TR1.8K shares0.17%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR18.4K shares2.80%2025-12-312026-01-21 DLS WISDOMTREE TR5.9K shares3.07%2025-12-312026-01-21 NKE NIKE INC7.4K shares17.99%2025-12-312026-01-21 CLDX CELLDEX THERAPEUTICS INC NEW17.0K shares0.00%2025-12-312026-01-21 F FORD MTR CO35.0K shares-11.44%2025-12-312026-01-21 SPMD SPDR SERIES TRUST7.8K shares4.69%2025-12-312026-01-21 MMM 3M CO2.8K shares15.57%2025-12-312026-01-21 CMCSA COMCAST CORP NEW15.0K shares-1.14%2025-12-312026-01-21 BMY BRISTOL-MYERS SQUIBB CO8.3K shares41.37%2025-12-312026-01-21 FLRN SPDR SERIES TRUST14.5K sharesnew addition2025-12-312026-01-21 AYI ACUITY INC1.2K shares0.16%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR16.1K shares14.08%2025-12-312026-01-21 HSY HERSHEY CO2.4K shares-0.17%2025-12-312026-01-21 ZION ZIONS BANCORPORATION N A7.4K shares0.30%2025-12-312026-01-21 SDY SPDR SERIES TRUST3.1K sharesnew addition2025-12-312026-01-21 BBVA BANCO BILBAO VIZCAYA ARGENTA18.6K shares-1.33%2025-12-312026-01-21 TMO THERMO FISHER SCIENTIFIC INC744 shares2.48%2025-12-312026-01-21 DRI DARDEN RESTAURANTS INC2.3K shares0.13%2025-12-312026-01-21 YUM YUM BRANDS INC2.8K sharesnew addition2025-12-312026-01-21 GIS GENERAL MLS INC9.1K shares-3.27%2025-12-312026-01-21 GDX VANECK ETF TRUST4.9K shares-23.25%2025-12-312026-01-21 OMFS INVESCO EXCH TRD SLF IDX FD9.5K shares-5.79%2025-12-312026-01-21 PSX PHILLIPS 663.3K shares9.85%2025-12-312026-01-21 AVSF AMERICAN CENTY ETF TR8.8K shares0.10%2025-12-312026-01-21 FELC FIDELITY COVINGTON TRUST10.8K shares0.00%2025-12-312026-01-21 WPM WHEATON PRECIOUS METALS CORP3.5K shares0.11%2025-12-312026-01-21 LOW LOWES COS INC1.7K shares-2.52%2025-12-312026-01-21 KMB KIMBERLY-CLARK CORP4.0K shares0.80%2025-12-312026-01-21 VST VISTRA CORP2.5K shares-0.94%2025-12-312026-01-21 EEM ISHARES TR7.4K sharesnew addition2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC451 shares3.44%2025-12-312026-01-21 LNT ALLIANT ENERGY CORP6.1K shares22.25%2025-12-312026-01-21 CVS CVS HEALTH CORP4.9K shares-0.60%2025-12-312026-01-21 HPE HEWLETT PACKARD ENTERPRISE C16.1K sharesnew addition2025-12-312026-01-21 AMP AMERIPRISE FINL INC766 shares4.22%2025-12-312026-01-21 AMAT APPLIED MATLS INC1.5K shares-2.02%2025-12-312026-01-21 AVXC AMERICAN CENTY ETF TR5.8K shares0.00%2025-12-312026-01-21 IBTP ISHARES TR14.4K sharesnew addition2025-12-312026-01-21 DFCA DIMENSIONAL ETF TRUST7.4K shares40.08%2025-12-312026-01-21 DTE DTE ENERGY CO2.8K shares-0.71%2025-12-312026-01-21 PWZ INVESCO EXCH TRADED FD TR II14.9K sharesnew addition2025-12-312026-01-21 VGSR MANAGER DIRECTED PORTFOLIOS34.6K shares12.45%2025-12-312026-01-21 CARR CARRIER GLOBAL CORPORATION6.8K sharesnew addition2025-12-312026-01-21 BKNG BOOKING HOLDINGS INC66 shares1.54%2025-12-312026-01-21 MOFG MIDWESTONE FINL GROUP INC NE9.2K shares0.00%2025-12-312026-01-21 SAP SAP SE1.4K shares-5.66%2025-12-312026-01-21 APD AIR PRODS & CHEMS INC1.4K shares36.58%2025-12-312026-01-21 VLO VALERO ENERGY CORP2.1K shares0.72%2025-12-312026-01-21 SCZ ISHARES TR4.3K shares0.00%2025-12-312026-01-21 FNDF SCHWAB STRATEGIC TR7.3K sharesnew addition2025-12-312026-01-21 AEE AMEREN CORP3.3K sharesnew addition2025-12-312026-01-21 FG F&G ANNUITIES & LIFE INC10.6K shares4.54%2025-12-312026-01-21 PRU PRUDENTIAL FINL INC2.9K shares2.13%2025-12-312026-01-21 VHT VANGUARD WORLD FD1.1K shares2.93%2025-12-312026-01-21 BR BROADRIDGE FINL SOLUTIONS IN1.4K shares0.42%2025-12-312026-01-21 BOND PIMCO ETF TR3.4K shares-7.34%2025-12-312026-01-21 WTRG ESSENTIAL UTILS INC8.3K shares-1.10%2025-12-312026-01-21 MBB ISHARES TR3.3K sharesnew addition2025-12-312026-01-21 RY ROYAL BK CDA1.8K sharesnew addition2025-12-312026-01-21 NVS NOVARTIS AG2.2K shares-2.18%2025-12-312026-01-21 APH AMPHENOL CORP NEW2.3K shares8.88%2025-12-312026-01-21 BDX BECTON DICKINSON & CO1.6K shares2.27%2025-12-312026-01-21 GLW CORNING INC3.5K shares13.70%2025-12-312026-01-21 XEL XCEL ENERGY INC4.1K sharesnew addition2025-12-312026-01-21 DGRO ISHARES TR4.3K shares0.00%2025-12-312026-01-21 USFR WISDOMTREE TR6.0K shares0.02%2025-12-312026-01-21 ES EVERSOURCE ENERGY4.5K shares1.92%2025-12-312026-01-21 VNQI VANGUARD INTL EQUITY INDEX F6.5K sharesnew addition2025-12-312026-01-21 CENCORA INC CENCORA INC883 shares-10.81%2025-12-312026-01-21 HACK AMPLIFY ETF TR3.7K sharesnew addition2025-12-312026-01-21 HP INC HP INC13.3K sharesnew addition2025-12-312026-01-21 WMB WILLIAMS COS INC4.9K shares0.66%2025-12-312026-01-21 COF CAPITAL ONE FINL CORP1.2K shares8.30%2025-12-312026-01-21 XLE SELECT SECTOR SPDR TR6.6K sharesnew addition2025-12-312026-01-21 KLAC KLA CORP240 sharesnew addition2025-12-312026-01-21 ITW ILLINOIS TOOL WKS INC1.2K shares24.84%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD955 shares-1.44%2025-12-312026-01-21 HCA HCA HEALTHCARE INC620 shares3.16%2025-12-312026-01-21 OXY OCCIDENTAL PETE CORP7.0K shares3.43%2025-12-312026-01-21 WRB BERKLEY W R CORP4.1K shares2.29%2025-12-312026-01-21 VGK VANGUARD INTL EQUITY INDEX F3.4K shares0.77%2025-12-312026-01-21 VAW VANGUARD WORLD FD1.4K sharesnew addition2025-12-312026-01-21 MCK MCKESSON CORP345 shares1.77%2025-12-312026-01-21 AON PLC AON PLC799 shares2.96%2025-12-312026-01-21 AFL AFLAC INC2.5K shares0.35%2025-12-312026-01-21 SPYD SPDR SERIES TRUST6.5K shares-0.03%2025-12-312026-01-21 J JACOBS SOLUTIONS INC2.1K shares0.10%2025-12-312026-01-21 AVES AMERICAN CENTY ETF TR4.7K shares34.04%2025-12-312026-01-21 TD TORONTO DOMINION BK ONT2.9K shares0.00%2025-12-312026-01-21 CB CHUBB LIMITED868 shares-4.72%2025-12-312026-01-21 EMLC VANECK ETF TRUST10.4K shares15.29%2025-12-312026-01-21 SNPS SYNOPSYS INC572 shares1.24%2025-12-312026-01-21 URI UNITED RENTALS INC330 shares10.00%2025-12-312026-01-21 DECK DECKERS OUTDOOR CORP2.6K shares0.04%2025-12-312026-01-21 MGK VANGUARD WORLD FD645 sharesnew addition2025-12-312026-01-21 GSSC GOLDMAN SACHS ETF TR3.5K shares0.03%2025-12-312026-01-21 GWX SPDR INDEX SHS FDS6.5K shares0.03%2025-12-312026-01-21 LII LENNOX INTL INC542 shares0.18%2025-12-312026-01-21 OTIS OTIS WORLDWIDE CORP3.0K sharesnew addition2025-12-312026-01-21 SHEL SHELL PLC3.5K shares20.94%2025-12-312026-01-21 BOTZ GLOBAL X FDS7.1K sharesnew addition2025-12-312026-01-21 DAL DELTA AIR LINES INC DEL3.7K shares4.62%2025-12-312026-01-21 IQV IQVIA HLDGS INC1.1K shares0.89%2025-12-312026-01-21 GLPI GAMING & LEISURE PPTYS INC5.7K shares-2.88%2025-12-312026-01-21 TRV TRAVELERS COMPANIES INC882 shares5.76%2025-12-312026-01-21 PHM PULTE GROUP INC2.2K shares0.23%2025-12-312026-01-21 IGIB ISHARES TR4.7K shares0.00%2025-12-312026-01-21 OLED UNIVERSAL DISPLAY CORP2.2K shares0.28%2025-12-312026-01-21 USB US BANCORP DEL4.7K shares3.03%2025-12-312026-01-21 OMER OMEROS CORP14.3K shares0.00%2025-12-312026-01-21 XLRE SELECT SECTOR SPDR TR6.0K sharesnew addition2025-12-312026-01-21 HYD VANECK ETF TRUST4.6K shares0.09%2025-12-312026-01-21 VOT VANGUARD INDEX FDS841 sharesnew addition2025-12-312026-01-21 IVLU ISHARES TR6.1K sharesnew addition2025-12-312026-01-21 LINDE PLC LINDE PLC548 shares-25.95%2025-12-312026-01-21 SRE SEMPRA2.6K shares0.11%2025-12-312026-01-21 BLOK AMPLIFY ETF TR4.1K sharesnew addition2025-12-312026-01-21 PHO INVESCO EXCHANGE TRADED FD T3.3K sharesnew addition2025-12-312026-01-21 IXUS ISHARES TR2.7K sharesnew addition2025-12-312026-01-21 SILJ AMPLIFY ETF TR8.3K shares2.83%2025-12-312026-01-21 MINT PIMCO ETF TR2.3K shares0.00%2025-12-312026-01-21 ADM ARCHER DANIELS MIDLAND CO3.9K shares17.08%2025-12-312026-01-21 EXPE EXPEDIA GROUP INC791 sharesnew addition2025-12-312026-01-21 DHS WISDOMTREE TR2.2K shares0.09%2025-12-312026-01-21 BLD TOPBUILD CORP534 shares2.50%2025-12-312026-01-21 BXMX NUVEEN S&P 500 BUY-WRITE INC15.0K shares0.00%2025-12-312026-01-21 WZRD ETF OPPORTUNITIES TRUST10.0K sharesnew addition2025-12-312026-01-21 QQQM INVESCO EXCH TRADED FD TR II871 sharesnew addition2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available