The Analysis of Aprio Wealth Management, LLC's Holdings
Currently, Aprio Wealth Management, LLC holds 541 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in CGBL (+1.8M shares, valued at $64.0M), CGGR (+1.1M shares, valued at $50.7M), VCRM (+579.0K shares, valued at $43.8M); decreased their positions in TSLA (-12.7K shares, valued at $5.7M), IBIT (-9.0K shares, valued at $445.2K), VNQ (-4.5K shares, valued at $397.8K); initiated new positions in CGBL (+1.8M shares, valued at $64.0M), VCRM (+579.0K shares, valued at $43.8M), N/A (+467.6K shares, valued at $30.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUHP DIMENSIONAL ETF TRUST2.5M shares3.92%2025-12-312026-01-29
DIHP DIMENSIONAL ETF TRUST2.4M shares4.90%2025-12-312026-01-29 CGBL CAPITAL GROUP CORE BALANCED1.8M sharesnew addition2025-12-312026-01-29 CGGR CAPITAL GROUP GROWTH ETF1.3M shares755.48%2025-12-312026-01-29 EMXC ISHARES INC665.3K shares3.97%2025-12-312026-01-29 VCRM VANGUARD MUN BD FDS579.0K sharesnew addition2025-12-312026-01-29 COWZ PACER FDS TR704.1K shares5.35%2025-12-312026-01-29 CGXU CAPITAL GROUP INTL FOCUS EQT1.3M shares133.77%2025-12-312026-01-29 TDIV FIRST TR EXCHANGE TRADED FD376.6K shares4.22%2025-12-312026-01-29 JAAA JANUS DETROIT STR TR617.8K shares7.55%2025-12-312026-01-29 AVLV AMERICAN CENTY ETF TR395.1K sharesnew addition2025-12-312026-01-29 JGRO J P MORGAN EXCHANGE TRADED F313.2K sharesnew addition2025-12-312026-01-29 PYLD PIMCO ETF TR1.1M shares6.73%2025-12-312026-01-29 AAPL APPLE INC95.4K shares31.96%2025-12-312026-01-29 CGCB CAPITAL GRP FIXED INCM ETF T969.7K sharesnew addition2025-12-312026-01-29 MSFT MICROSOFT CORP36.7K shares4.65%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR33.9K shares9.05%2025-12-312026-01-29 MTBA SIMPLIFY EXCHANGE TRADED FUN447.4K shares7.83%2025-12-312026-01-29 CGMU CAPITAL GRP FIXED INCM ETF T810.4K sharesnew addition2025-12-312026-01-29 TOLZ PROSHARES TR401.3K shares-1.45%2025-12-312026-01-29 CGCP CAPITAL GRP FIXED INCM ETF T920.0K sharesnew addition2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS1.4K sharesnew addition2025-12-312026-01-29 ALPS ETF TR ALPS ETF TR387.5K shares7.68%2025-12-312026-01-29 TCAF T ROWE PRICE ETF INC474.9K sharesnew addition2025-12-312026-01-29 TEQI T ROWE PRICE ETF INC392.2K sharesnew addition2025-12-312026-01-29 GRID FIRST TR EXCHANGE TRADED FD109.1K shares3.02%2025-12-312026-01-29 NVDA NVIDIA CORPORATION89.2K shares71.44%2025-12-312026-01-29 CGHM CAPITAL GRP FIXED INCM ETF T644.5K sharesnew addition2025-12-312026-01-29 UTES ETFIS SER TR I198.8K shares11.51%2025-12-312026-01-29 JPSE J P MORGAN EXCHANGE TRADED F310.3K sharesnew addition2025-12-312026-01-29 REZ ISHARES TR185.6K shares4.39%2025-12-312026-01-29 HGER HARBOR ETF TRUST598.5K shares15.95%2025-12-312026-01-29 VTEB VANGUARD MUN BD FDS180.4K shares4.92%2025-12-312026-01-29 IDGT ISHARES TR171.5K shares4.94%2025-12-312026-01-29 AMZN AMAZON COM INC55.2K shares105.92%2025-12-312026-01-29 MCD MCDONALDS CORP3.7K shares39.33%2025-12-312026-01-29 ALPHABET INC ALPHABET INC37.8K shares85.93%2025-12-312026-01-29 IVV ISHARES TR12.8K shares5.02%2025-12-312026-01-29 DBND DOUBLELINE ETF TRUST221.6K shares26.00%2025-12-312026-01-29 FHLC FIDELITY COVINGTON TRUST138.1K shares2.95%2025-12-312026-01-29 XC WISDOMTREE TR296.6K shares12.58%2025-12-312026-01-29 BROADCOM INC BROADCOM INC26.9K shares124.34%2025-12-312026-01-29 ALPHABET INC ALPHABET INC28.7K shares89.71%2025-12-312026-01-29 DGRO ISHARES TR124.3K shares0.73%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.25.7K shares43.65%2025-12-312026-01-29 AVSC AMERICAN CENTY ETF TR129.7K sharesnew addition2025-12-312026-01-29 LLY ELI LILLY & CO3.8K shares41.88%2025-12-312026-01-29 JEPI J P MORGAN EXCHANGE TRADED F124.2K shares1.56%2025-12-312026-01-29 JPST J P MORGAN EXCHANGE TRADED F137.8K shares353.80%2025-12-312026-01-29 VOT VANGUARD INDEX FDS24.8K shares-3.29%2025-12-312026-01-29 IGF ISHARES TR111.0K shares14.55%2025-12-312026-01-29 CGDV CAPITAL GROUP DIVIDEND VALUE149.5K sharesnew addition2025-12-312026-01-29 TUA SIMPLIFY EXCHANGE TRADED FUN295.6K shares-2.72%2025-12-312026-01-29 SDVY FIRST TR EXCHANGE-TRADED FD166.5K shares-1.42%2025-12-312026-01-29 IEFA ISHARES TR71.1K shares2.05%2025-12-312026-01-29 VNQ VANGUARD INDEX FDS71.1K shares-5.92%2025-12-312026-01-29 META META PLATFORMS INC9.4K shares55.22%2025-12-312026-01-29 CSCO CISCO SYS INC78.4K shares241.02%2025-12-312026-01-29 CGNG CAPITAL GROUP NEW GEOGRAPHY186.2K sharesnew addition2025-12-312026-01-29 IJH ISHARES TR83.9K shares13.89%2025-12-312026-01-29 IWF ISHARES TR12.0K shares69.62%2025-12-312026-01-29 TSLA TESLA INC12.4K shares-50.53%2025-12-312026-01-29 DFAC DIMENSIONAL ETF TRUST139.5K shares-1.42%2025-12-312026-01-29 IWD ISHARES TR26.0K shares53.65%2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD16.8K shares31.99%2025-12-312026-01-29 FNDF SCHWAB STRATEGIC TR86.6K shares37.85%2025-12-312026-01-29 MINT PIMCO ETF TR53.2K sharesnew addition2025-12-312026-01-29 HDEF DBX ETF TR171.5K shares1.98%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL7 shares40.00%2025-12-312026-01-29 WMT WALMART INC33.0K shares72.27%2025-12-312026-01-29 HD HOME DEPOT INC11.9K shares-4.65%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW5.4K shares192.00%2025-12-312026-01-29 SUSA ISHARES TR33.2K shares87.71%2025-12-312026-01-29 V VISA INC13.1K shares60.19%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON15.2K shares28.84%2025-12-312026-01-29 VTI VANGUARD INDEX FDS13.5K shares18.84%2025-12-312026-01-29 XOM EXXON MOBIL CORP36.9K shares99.47%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR40.9K shares33.82%2025-12-312026-01-29 CGGE CAPITAL GROUP GLOBAL EQUITY129.4K sharesnew addition2025-12-312026-01-29 CVX CHEVRON CORP NEW10.0K shares12.77%2025-12-312026-01-29 FTSM FIRST TR EXCHANGE-TRADED FD65.8K shares-1.61%2025-12-312026-01-29 SOXX ISHARES TR11.1K shares6.55%2025-12-312026-01-29 VO VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-01-29 DFAR DIMENSIONAL ETF TRUST148.3K shares3.56%2025-12-312026-01-29 KO COCA COLA CO39.0K shares13.52%2025-12-312026-01-29 BAC BANK AMERICA CORP57.2K shares77.07%2025-12-312026-01-29 PFF ISHARES TR99.0K shares1.42%2025-12-312026-01-29 CGGO CAPITAL GROUP GBL GROWTH EQT85.7K sharesnew addition2025-12-312026-01-29 PG PROCTER AND GAMBLE CO11.6K shares25.23%2025-12-312026-01-29 TCHP T ROWE PRICE ETF INC55.9K sharesnew addition2025-12-312026-01-29 BMY BRISTOL-MYERS SQUIBB CO51.7K shares586.07%2025-12-312026-01-29 MA MASTERCARD INCORPORATED4.8K shares29.84%2025-12-312026-01-29 AVRE AMERICAN CENTY ETF TR61.3K shares-0.43%2025-12-312026-01-29 IBIT ISHARES BITCOIN TRUST ETF53.2K shares-14.43%2025-12-312026-01-29 GLD SPDR GOLD TR6.6K shares12.38%2025-12-312026-01-29 NFLX NETFLIX INC27.6K shares1057.12%2025-12-312026-01-29 IHAK ISHARES TR53.4K shares2.26%2025-12-312026-01-29 RTX RTX CORPORATION13.4K shares210.63%2025-12-312026-01-29 IWR ISHARES TR3.9K shares-3.88%2025-12-312026-01-29 ABBV ABBVIE INC10.5K shares75.51%2025-12-312026-01-29 EYLD CAMBRIA ETF TR60.5K shares2.24%2025-12-312026-01-29 MU MICRON TECHNOLOGY INC7.7K shares163.01%2025-12-312026-01-29 ATR APTARGROUP INC18.6K shares-2.79%2025-12-312026-01-29 HYMB SPDR SERIES TRUST88.4K shares2.91%2025-12-312026-01-29 SCHD SCHWAB STRATEGIC TR79.2K shares0.54%2025-12-312026-01-29 DFUS DIMENSIONAL ETF TRUST29.3K shares-1.22%2025-12-312026-01-29 CGIC CAPITAL GROUP INTERNATIONAL64.6K sharesnew addition2025-12-312026-01-29 VSDM VANGUARD MUN BD FDS26.9K sharesnew addition2025-12-312026-01-29 PM PHILIP MORRIS INTL INC8.7K shares29.66%2025-12-312026-01-29 MEAR ISHARES U S ETF TR40.4K shares0.29%2025-12-312026-01-29 VHT VANGUARD WORLD FD7.0K shares5.13%2025-12-312026-01-29 WFC WELLS FARGO CO NEW11.4K shares20.37%2025-12-312026-01-29 JMST J P MORGAN EXCHANGE TRADED F39.6K sharesnew addition2025-12-312026-01-29 QCOM QUALCOMM INC6.0K shares7.39%2025-12-312026-01-29 PEP PEPSICO INC10.0K shares8.30%2025-12-312026-01-29 ORCL ORACLE CORP10.2K shares120.41%2025-12-312026-01-29 CITIGROUP INC CITIGROUP INC13.8K shares31.75%2025-12-312026-01-29 VOX VANGUARD WORLD FD10.0K shares-0.92%2025-12-312026-01-29 IVW ISHARES TR15.6K shares-3.41%2025-12-312026-01-29 GILD GILEAD SCIENCES INC12.3K shares1.79%2025-12-312026-01-29 RY ROYAL BK CDA11.1K shares2.07%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC2.1K shares304.15%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC10.4K shares11.06%2025-12-312026-01-29 EFV ISHARES TR23.2K shares-1.60%2025-12-312026-01-29 ABT ABBOTT LABS14.7K shares114.94%2025-12-312026-01-29 SO SOUTHERN CO20.5K shares29.56%2025-12-312026-01-29 IGSB ISHARES TR33.8K shares-8.18%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS4.8K shares47.25%2025-12-312026-01-29 IEMG ISHARES INC26.6K shares1.81%2025-12-312026-01-29 GLW CORNING INC20.0K sharesnew addition2025-12-312026-01-29 IYW ISHARES TR7.1K shares-1.69%2025-12-312026-01-29 CAT CATERPILLAR INC2.8K shares35.05%2025-12-312026-01-29 ASML ASML HOLDING N V1.6K shares80.07%2025-12-312026-01-29 DIS DISNEY WALT CO11.9K shares-2.62%2025-12-312026-01-29 MEDTRONIC PLC MEDTRONIC PLC16.6K shares341.59%2025-12-312026-01-29 VUG VANGUARD INDEX FDS3.2K shares14.37%2025-12-312026-01-29 COF CAPITAL ONE FINL CORP6.5K shares72.58%2025-12-312026-01-29 HSBC HSBC HLDGS PLC19.8K shares6.45%2025-12-312026-01-29 NCDL NUVEEN CHURCHILL DIRECT LEND115.1K shares0.77%2025-12-312026-01-29 MO ALTRIA GROUP INC26.6K shares2.45%2025-12-312026-01-29 RF REGIONS FINANCIAL CORP NEW56.1K shares1.08%2025-12-312026-01-29 T AT&T INC60.6K shares30.83%2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS20.1K shares52.63%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC35.3K shares17.61%2025-12-312026-01-29 WM WASTE MGMT INC DEL6.5K shares357.81%2025-12-312026-01-29 COP CONOCOPHILLIPS15.2K shares70.34%2025-12-312026-01-29 TJX TJX COS INC NEW8.2K shares120.74%2025-12-312026-01-29 IWM ISHARES TR5.4K shares6.10%2025-12-312026-01-29 IUSB ISHARES TR29.5K shares-16.34%2025-12-312026-01-29 SCHG SCHWAB STRATEGIC TR41.4K shares0.44%2025-12-312026-01-29 IJR ISHARES TR4.3K shares-22.15%2025-12-312026-01-29 LOW LOWES COS INC4.4K shares-1.97%2025-12-312026-01-29 AMAT APPLIED MATLS INC5.2K shares137.51%2025-12-312026-01-29 MS MORGAN STANLEY7.0K shares45.42%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR9.0K shares504.18%2025-12-312026-01-29 ESGU ISHARES TR8.6K shares6.29%2025-12-312026-01-29 PPA INVESCO EXCHANGE TRADED FD T8.2K shares-8.07%2025-12-312026-01-29 ESGD ISHARES TR13.4K shares3.23%2025-12-312026-01-29 PHM PULTE GROUP INC10.8K shares23.09%2025-12-312026-01-29 AXP AMERICAN EXPRESS CO3.3K shares117.94%2025-12-312026-01-29 VXUS VANGUARD STAR FDS16.2K sharesnew addition2025-12-312026-01-29 QUAL ISHARES TR5.9K shares14.83%2025-12-312026-01-29 BTI BRITISH AMERN TOB PLC20.7K shares-2.16%2025-12-312026-01-29 CGMM CAPITAL GROUP EQUITY ETF TR40.7K sharesnew addition2025-12-312026-01-29 OAKM HARRIS OAKMARK ETF TRUST41.3K sharesnew addition2025-12-312026-01-29 PFE PFIZER INC34.3K shares51.17%2025-12-312026-01-29 BND VANGUARD BD INDEX FDS14.9K sharesnew addition2025-12-312026-01-29 SCHW SCHWAB CHARLES CORP11.0K shares164.66%2025-12-312026-01-29 PH PARKER-HANNIFIN CORP1.1K shares6.69%2025-12-312026-01-29 VB VANGUARD INDEX FDS4.0K shares123.64%2025-12-312026-01-29 IJK ISHARES TR11.6K shares0.03%2025-12-312026-01-29 AGG ISHARES TR11.0K shares0.05%2025-12-312026-01-29 CTSH COGNIZANT TECHNOLOGY SOLUTIO13.2K sharesnew addition2025-12-312026-01-29 JPIE J P MORGAN EXCHANGE TRADED F23.6K sharesnew addition2025-12-312026-01-29 SLV ISHARES SILVER TR17.0K shares13.43%2025-12-312026-01-29 FOXA FOX CORP14.8K shares18.87%2025-12-312026-01-29 UNP UNION PAC CORP4.6K shares63.69%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC5.0K shares33.71%2025-12-312026-01-29 IWV ISHARES TR2.7K shares0.00%2025-12-312026-01-29 CRM SALESFORCE INC4.0K shares11.52%2025-12-312026-01-29 PLD PROLOGIS INC.8.2K shares50.93%2025-12-312026-01-29 TMO THERMO FISHER SCIENTIFIC INC1.7K shares25.24%2025-12-312026-01-29 UNH UNITEDHEALTH GROUP INC3.1K shares49.88%2025-12-312026-01-29 APH AMPHENOL CORP NEW7.5K shares12.61%2025-12-312026-01-29 DVY ISHARES TR7.2K shares0.00%2025-12-312026-01-29 ALL ALLSTATE CORP4.9K shares160.89%2025-12-312026-01-29 NVS NOVARTIS AG7.3K shares52.36%2025-12-312026-01-29 SBUX STARBUCKS CORP3.8K shares5.57%2025-12-312026-01-29 SPGI S&P GLOBAL INC1.9K shares26.80%2025-12-312026-01-29 MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares129.59%2025-12-312026-01-29 CGSM CAPITAL GRP FIXED INCM ETF T37.3K sharesnew addition2025-12-312026-01-29 AMGN AMGEN INC3.0K shares80.21%2025-12-312026-01-29 EMR EMERSON ELEC CO6.1K shares134.75%2025-12-312026-01-29 AVUS AMERICAN CENTY ETF TR8.6K shares0.14%2025-12-312026-01-29 EMLP FIRST TR EXCHANGE-TRADED FD25.3K shares0.00%2025-12-312026-01-29 SHG SHINHAN FINANCIAL GROUP CO L17.8K shares0.68%2025-12-312026-01-29 IBB ISHARES TR5.6K shares-6.50%2025-12-312026-01-29 HON HONEYWELL INTL INC3.5K sharesnew addition2025-12-312026-01-29 DB DEUTSCHE BANK A G24.3K shares0.83%2025-12-312026-01-29 TAXF AMERICAN CENTY ETF TR18.2K sharesnew addition2025-12-312026-01-29 SHOP SHOPIFY INC5.7K shares21.23%2025-12-312026-01-29 DE DEERE & CO1.7K shares77.93%2025-12-312026-01-29 SHEL SHELL PLC8.7K shares47.09%2025-12-312026-01-29 PANW PALO ALTO NETWORKS INC4.2K shares-0.07%2025-12-312026-01-29 EAGG ISHARES TR18.8K shares-15.22%2025-12-312026-01-29 NEE NEXTERA ENERGY INC11.1K shares20.91%2025-12-312026-01-29 KB KB FINL GROUP INC10.2K shares1.74%2025-12-312026-01-29 JCI JOHNSON CTLS INTL PLC7.3K shares27.88%2025-12-312026-01-29 ICE INTERCONTINENTAL EXCHANGE IN5.4K shares122.78%2025-12-312026-01-29 MAR MARRIOTT INTL INC NEW2.5K sharesnew addition2025-12-312026-01-29 VTV VANGUARD INDEX FDS4.1K shares37.12%2025-12-312026-01-29 IAI ISHARES TR4.8K shares-12.85%2025-12-312026-01-29 USFR WISDOMTREE TR17.0K shares41.77%2025-12-312026-01-29 FEM FIRST TR EXCH TRD ALPHDX FD31.1K shares-0.07%2025-12-312026-01-29 GE AEROSPACE GE AEROSPACE1.6K shares2.61%2025-12-312026-01-29 CL COLGATE PALMOLIVE CO4.9K shares91.29%2025-12-312026-01-29 ADI ANALOG DEVICES INC3.1K shares110.66%2025-12-312026-01-29 AEP AMERICAN ELEC PWR CO INC7.1K shares20.82%2025-12-312026-01-29 AZN ASTRAZENECA PLC8.9K shares58.01%2025-12-312026-01-29 MFC MANULIFE FINL CORP22.3K shares68.96%2025-12-312026-01-29 AJG GALLAGHER ARTHUR J & CO3.1K shares334.31%2025-12-312026-01-29 IUSV ISHARES TR7.8K shares-21.68%2025-12-312026-01-29 TFI SPDR SERIES TRUST17.4K shares1.06%2025-12-312026-01-29 INTU INTUIT1.2K shares28.29%2025-12-312026-01-29 IVE ISHARES TR3.6K shares-2.31%2025-12-312026-01-29 EFA ISHARES TR7.3K shares0.22%2025-12-312026-01-29 BA BOEING CO3.5K shares41.77%2025-12-312026-01-29 SONY SONY GROUP CORP28.4K shares1.44%2025-12-312026-01-29 DHR DANAHER CORPORATION2.9K shares-0.31%2025-12-312026-01-29 WRB BERKLEY W R CORP10.6K sharesnew addition2025-12-312026-01-29 ADBE ADOBE INC2.1K shares43.62%2025-12-312026-01-29 WELL WELLTOWER INC3.9K shares94.32%2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP1.1K shares66.72%2025-12-312026-01-29 IWN ISHARES TR4.0K shares0.03%2025-12-312026-01-29 VALE VALE S A54.8K shares29.25%2025-12-312026-01-29 CMI CUMMINS INC1.2K shares83.98%2025-12-312026-01-29 KLAC KLA CORP529 shares2.92%2025-12-312026-01-29 ROK ROCKWELL AUTOMATION INC606 shares3.59%2025-12-312026-01-29 SUSC ISHARES TR30.1K shares3.56%2025-12-312026-01-29 CRWD CROWDSTRIKE HLDGS INC1.5K shares19.36%2025-12-312026-01-29 BIV VANGUARD BD INDEX FDS8.9K sharesnew addition2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS8.3K sharesnew addition2025-12-312026-01-29 CBRE CBRE GROUP INC4.3K shares28.52%2025-12-312026-01-29 ECL ECOLAB INC2.6K shares-6.24%2025-12-312026-01-29 WF WOORI FINL GROUP INC11.7K shares-0.09%2025-12-312026-01-29 OEF ISHARES TR1.9K shares34.00%2025-12-312026-01-29 HDB HDFC BANK LTD18.5K shares33.49%2025-12-312026-01-29 BBVA BANCO BILBAO VIZCAYA ARGENTA28.9K shares13.89%2025-12-312026-01-29 HCA HCA HEALTHCARE INC1.4K shares65.29%2025-12-312026-01-29 VLO VALERO ENERGY CORP4.1K shares1.79%2025-12-312026-01-29 NOW SERVICENOW INC4.3K shares635.73%2025-12-312026-01-29 SPYG SPDR SERIES TRUST6.2K shares-2.17%2025-12-312026-01-29 IVLU ISHARES TR17.3K shares1.25%2025-12-312026-01-29 KMB KIMBERLY-CLARK CORP2.5K shares-0.24%2025-12-312026-01-29 MUFG MITSUBISHI UFJ FINL GROUP IN40.9K shares9.31%2025-12-312026-01-29 MDLZ MONDELEZ INTL INC5.2K shares14.73%2025-12-312026-01-29 ING ING GROEP N.V.23.2K shares1.62%2025-12-312026-01-29 UNILEVER PLC UNILEVER PLC9.6K sharesnew addition2025-12-312026-01-29 TRV TRAVELERS COMPANIES INC2.2K shares42.80%2025-12-312026-01-29 TFC TRUIST FINL CORP12.8K shares49.81%2025-12-312026-01-29 FDX FEDEX CORP2.2K shares66.46%2025-12-312026-01-29 VCSH VANGUARD SCOTTSDALE FDS7.8K sharesnew addition2025-12-312026-01-29 NULG NUSHARES ETF TR6.3K shares1.77%2025-12-312026-01-29 EXPE EXPEDIA GROUP INC2.1K shares30.20%2025-12-312026-01-29 BKNG BOOKING HOLDINGS INC112 shares10.89%2025-12-312026-01-29 BGRN ISHARES TR12.3K shares-13.44%2025-12-312026-01-29 CB CHUBB LIMITED1.9K shares90.58%2025-12-312026-01-29 MMM 3M CO3.6K shares3.63%2025-12-312026-01-29 GFI GOLD FIELDS LTD13.3K shares4.30%2025-12-312026-01-29 ITB ISHARES TR5.6K sharesnew addition2025-12-312026-01-29 XEL XCEL ENERGY INC7.7K shares22.67%2025-12-312026-01-29 VGT VANGUARD WORLD FD754 shares57.41%2025-12-312026-01-29 CSX CSX CORP14.1K shares-1.28%2025-12-312026-01-29 SAN BANCO SANTANDER SA48.3K shares10.25%2025-12-312026-01-29 NRG NRG ENERGY INC1.5K shares19.74%2025-12-312026-01-29 RIO RIO TINTO PLC4.2K shares37.28%2025-12-312026-01-29 AFL AFLAC INC5.1K shares16.57%2025-12-312026-01-29 CENCORA INC CENCORA INC1.7K shares84.79%2025-12-312026-01-29 ORLY OREILLY AUTOMOTIVE INC6.1K shares81.25%2025-12-312026-01-29 ICSH ISHARES TR10.9K shares-8.86%2025-12-312026-01-29 MLM MARTIN MARIETTA MATLS INC865 sharesnew addition2025-12-312026-01-29 LYG LLOYDS BANKING GROUP PLC102.5K shares0.86%2025-12-312026-01-29 ADSK AUTODESK INC1.8K shares34.14%2025-12-312026-01-29 TIMB TIM S A27.9K shares-0.55%2025-12-312026-01-29 URI UNITED RENTALS INC467 shares92.98%2025-12-312026-01-29 HMY HARMONY GOLD MINING CO LTD27.1K shares-5.66%2025-12-312026-01-29 MCO MOODYS CORP1.0K shares4.20%2025-12-312026-01-29 PDX PIMCO DYNAMIC INCOME STRATEG28.5K shares-2.21%2025-12-312026-01-29 DHI D R HORTON INC3.7K shares-7.53%2025-12-312026-01-29 MBB ISHARES TR5.5K shares-19.30%2025-12-312026-01-29 IBHF ISHARES TR23.0K shares1.74%2025-12-312026-01-29 KGC KINROSS GOLD CORP18.8K shares-0.30%2025-12-312026-01-29 ISRG INTUITIVE SURGICAL INC931 shares74.02%2025-12-312026-01-29 UBS UBS GROUP AG11.4K shares-0.14%2025-12-312026-01-29 BCS BARCLAYS PLC20.6K shares2.93%2025-12-312026-01-29 O REALTY INCOME CORP7.9K shares28.38%2025-12-312026-01-29 AVDE AMERICAN CENTY ETF TR6.3K shares0.16%2025-12-312026-01-29 MPC MARATHON PETE CORP3.2K shares7.02%2025-12-312026-01-29 AMT AMERICAN TOWER CORP NEW2.9K shares-8.23%2025-12-312026-01-29 CMCSA COMCAST CORP NEW17.1K shares13.61%2025-12-312026-01-29 F FORD MTR CO23.1K shares61.41%2025-12-312026-01-29 EFG ISHARES TR4.4K shares-27.45%2025-12-312026-01-29 AIG AMERICAN INTL GROUP INC5.9K shares85.28%2025-12-312026-01-29 JIVE J P MORGAN EXCHANGE TRADED F6.2K sharesnew addition2025-12-312026-01-29 ADP AUTOMATIC DATA PROCESSING IN1.9K shares-23.22%2025-12-312026-01-29 DIA SPDR DOW JONES INDL AVERAGE1.0K shares4.46%2025-12-312026-01-29 HIG HARTFORD INSURANCE GROUP INC3.5K shares68.74%2025-12-312026-01-29 UBER UBER TECHNOLOGIES INC5.9K shares88.73%2025-12-312026-01-29 IOO ISHARES TR3.8K sharesnew addition2025-12-312026-01-29 SUSB ISHARES TR18.9K shares-27.90%2025-12-312026-01-29 LDOS LEIDOS HOLDINGS INC2.6K shares9.83%2025-12-312026-01-29 TLT ISHARES TR5.4K sharesnew addition2025-12-312026-01-29 RSG REPUBLIC SVCS INC1.1K sharesnew addition2025-12-312026-01-29 TD TORONTO DOMINION BK ONT5.0K shares4.21%2025-12-312026-01-29 ENB ENBRIDGE INC9.8K shares18.98%2025-12-312026-01-29 VIV TELEFONICA BRASIL SA39.6K shares2.18%2025-12-312026-01-29 XLF SELECT SECTOR SPDR TR8.5K sharesnew addition2025-12-312026-01-29 OKE ONEOK INC NEW4.5K sharesnew addition2025-12-312026-01-29 BK BANK NEW YORK MELLON CORP4.0K shares32.44%2025-12-312026-01-29 CVS CVS HEALTH CORP5.2K shares4.54%2025-12-312026-01-29 SYK STRYKER CORPORATION1.2K sharesnew addition2025-12-312026-01-29 TXN TEXAS INSTRS INC2.4K shares21.63%2025-12-312026-01-29 BHP BHP GROUP LTD7.5K shares32.45%2025-12-312026-01-29 FER FERROVIAL SE7.0K sharesnew addition2025-12-312026-01-29 TDG TRANSDIGM GROUP INC321 shares55.83%2025-12-312026-01-29 IRM IRON MTN INC DEL5.4K shares110.93%2025-12-312026-01-29 ESGV VANGUARD WORLD FD3.7K shares0.08%2025-12-312026-01-29 HAL HALLIBURTON CO14.9K sharesnew addition2025-12-312026-01-29 ETR ENTERGY CORP NEW4.7K shares36.62%2025-12-312026-01-29 BN BROOKFIELD CORP9.4K shares132.16%2025-12-312026-01-29 IMO IMPERIAL OIL LTD4.9K shares0.00%2025-12-312026-01-29 SLB SLB LIMITED10.5K shares29.94%2025-12-312026-01-29 PFG PRINCIPAL FINANCIAL GROUP IN4.7K sharesnew addition2025-12-312026-01-29 ITW ILLINOIS TOOL WKS INC1.7K shares6.60%2025-12-312026-01-29 SYF SYNCHRONY FINANCIAL4.9K shares9.78%2025-12-312026-01-29 SAP SAP SE1.4K shares-29.35%2025-12-312026-01-29 PSX PHILLIPS 661.8K shares3.89%2025-12-312026-01-29 CME CME GROUP INC1.5K shares32.16%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR5.3K shares0.24%2025-12-312026-01-29 BSCR INVESCO EXCH TRD SLF IDX FD20.7K sharesnew addition2025-12-312026-01-29 BSV VANGUARD BD INDEX FDS5.2K shares20.45%2025-12-312026-01-29 INTC INTEL CORP11.0K shares16.56%2025-12-312026-01-29 BAP CREDICORP LTD1.4K shares6.83%2025-12-312026-01-29 CAH CARDINAL HEALTH INC2.0K shares28.34%2025-12-312026-01-29 ARGT GLOBAL X FDS4.4K shares-27.60%2025-12-312026-01-29 NOC NORTHROP GRUMMAN CORP667 shares0.00%2025-12-312026-01-29 IQV IQVIA HLDGS INC1.7K shares-6.64%2025-12-312026-01-29 BNDX VANGUARD CHARLOTTE FDS8.1K sharesnew addition2025-12-312026-01-29 EME EMCOR GROUP INC632 sharesnew addition2025-12-312026-01-29 EFX EQUIFAX INC1.8K sharesnew addition2025-12-312026-01-29 BSCS INVESCO EXCH TRD SLF IDX FD18.7K sharesnew addition2025-12-312026-01-29 D DOMINION ENERGY INC6.5K shares10.23%2025-12-312026-01-29 GEN DIGITAL INC GEN DIGITAL INC14.0K sharesnew addition2025-12-312026-01-29 MGK VANGUARD WORLD FD917 shares0.11%2025-12-312026-01-29 STERIS PLC STERIS PLC1.5K shares8.45%2025-12-312026-01-29 MMC MARSH & MCLENNAN COS INC1.8K shares-19.80%2025-12-312026-01-29 JOYY JOYY INC5.8K shares-0.40%2025-12-312026-01-29 RWL INVESCO EXCH TRADED FD TR II3.3K sharesnew addition2025-12-312026-01-29 CNI CANADIAN NATL RY CO3.8K sharesnew addition2025-12-312026-01-29 USB US BANCORP DEL6.7K shares40.26%2025-12-312026-01-29 STT STATE STR CORP2.9K sharesnew addition2025-12-312026-01-29 SHE SPDR SERIES TRUST2.8K shares0.32%2025-12-312026-01-29 AVGE AMERICAN CENTY ETF TR4.3K sharesnew addition2025-12-312026-01-29 GEV GE VERNOVA INC558 shares18.47%2025-12-312026-01-29 MEDP MEDPACE HLDGS INC649 shares5.36%2025-12-312026-01-29 CBOE CBOE GLOBAL MKTS INC1.4K shares1.19%2025-12-312026-01-29 ZTS ZOETIS INC2.9K shares49.38%2025-12-312026-01-29 NDAQ NASDAQ INC3.5K sharesnew addition2025-12-312026-01-29 QXO QXO INC18.5K shares63.46%2025-12-312026-01-29 EMBJ EMBRAER S.A.5.5K shares0.89%2025-12-312026-01-29 FITB FIFTH THIRD BANCORP7.5K shares0.71%2025-12-312026-01-29 QQQI NEOS ETF TRUST6.6K sharesnew addition2025-12-312026-01-29 CPRT COPART INC8.0K sharesnew addition2025-12-312026-01-29 SPOT SPOTIFY TECHNOLOGY S A608 shares-3.95%2025-12-312026-01-29 KKR & CO INC KKR & CO INC2.8K shares2.14%2025-12-312026-01-29 NET CLOUDFLARE INC1.8K shares7.04%2025-12-312026-01-29 NEM NEWMONT CORP3.5K shares20.84%2025-12-312026-01-29 BSCT INVESCO EXCH TRD SLF IDX FD18.5K sharesnew addition2025-12-312026-01-29 YUM YUM BRANDS INC1.7K sharesnew addition2025-12-312026-01-29 BSCU INVESCO EXCH TRD SLF IDX FD20.3K sharesnew addition2025-12-312026-01-29 DAL DELTA AIR LINES INC DEL4.9K sharesnew addition2025-12-312026-01-29 BIIB BIOGEN INC1.9K sharesnew addition2025-12-312026-01-29 PGR PROGRESSIVE CORP1.4K shares-8.07%2025-12-312026-01-29 CDNS CADENCE DESIGN SYSTEM INC1.0K shares23.56%2025-12-312026-01-29 GSK PLC GSK PLC6.9K sharesnew addition2025-12-312026-01-29 FIW FIRST TR EXCHANGE-TRADED FD3.1K shares0.35%2025-12-312026-01-29 RMD RESMED INC1.2K shares-0.91%2025-12-312026-01-29 UPS UNITED PARCEL SERVICE INC3.4K sharesnew addition2025-12-312026-01-29 LINDE PLC LINDE PLC786 shares12.77%2025-12-312026-01-29 UAL UNITED AIRLS HLDGS INC2.5K shares0.48%2025-12-312026-01-29 SMFG SUMITOMO MITSUI FINL GROUP I17.3K shares4.87%2025-12-312026-01-29 MET METLIFE INC4.2K shares24.48%2025-12-312026-01-29 CX CEMEX SAB DE CV29.0K shares8.32%2025-12-312026-01-29 GPC GENUINE PARTS CO2.7K sharesnew addition2025-12-312026-01-29 BP BP PLC9.5K sharesnew addition2025-12-312026-01-29 APP APPLOVIN CORP487 shares52.66%2025-12-312026-01-29 VEEV VEEVA SYS INC1.4K shares-10.50%2025-12-312026-01-29 XYL XYLEM INC2.4K shares5.16%2025-12-312026-01-29 BSX BOSTON SCIENTIFIC CORP3.4K shares22.50%2025-12-312026-01-29 SHV ISHARES TR3.0K shares0.00%2025-12-312026-01-29 NYT NEW YORK TIMES CO4.7K shares1.74%2025-12-312026-01-29 J JACOBS SOLUTIONS INC2.4K sharesnew addition2025-12-312026-01-29 FE FIRSTENERGY CORP6.4K sharesnew addition2025-12-312026-01-29 TM TOYOTA MOTOR CORP1.5K shares24.25%2025-12-312026-01-29 BUSE FIRST BUSEY CORP13.3K sharesnew addition2025-12-312026-01-29 PWR QUANTA SVCS INC741 shares6.01%2025-12-312026-01-29 CHKP CHECK POINT SOFTWARE TECH LT1.7K sharesnew addition2025-12-312026-01-29 MNST MONSTER BEVERAGE CORP NEW4.0K shares21.66%2025-12-312026-01-29 EEM ISHARES TR5.6K shares0.43%2025-12-312026-01-29 IWO ISHARES TR941 shares0.00%2025-12-312026-01-29 XLRE SELECT SECTOR SPDR TR7.5K sharesnew addition2025-12-312026-01-29 EIX EDISON INTL5.0K sharesnew addition2025-12-312026-01-29 NKE NIKE INC4.7K shares9.42%2025-12-312026-01-29 ZBH ZIMMER BIOMET HOLDINGS INC3.4K sharesnew addition2025-12-312026-01-29 AOA ISHARES TR3.1K shares1.26%2025-12-312026-01-29 MKL MARKEL GROUP INC129 sharesnew addition2025-12-312026-01-29 MUB ISHARES TR2.8K shares0.11%2025-12-312026-01-29 CINF CINCINNATI FINL CORP1.4K sharesnew addition2025-12-312026-01-29 BMO BANK MONTREAL QUE2.3K shares21.86%2025-12-312026-01-29 CTAS CINTAS CORP1.5K shares7.09%2025-12-312026-01-29 AZO AUTOZONE INC86 shares-7.53%2025-12-312026-01-29 SRE SEMPRA3.2K shares24.59%2025-12-312026-01-29 BSCQ INVESCO EXCH TRD SLF IDX FD14.6K sharesnew addition2025-12-312026-01-29 SVA SINOVAC BIOTECH LTD439 sharesnew addition2025-12-312026-01-29 SCHX SCHWAB STRATEGIC TR10.6K shares5.67%2025-12-312026-01-29 FTNT FORTINET INC3.6K shares4.49%2025-12-312026-01-29 XLC SELECT SECTOR SPDR TR2.4K sharesnew addition2025-12-312026-01-29 VTR VENTAS INC3.6K sharesnew addition2025-12-312026-01-29 CEF SPROTT ASSET MANAGEMENT LP6.1K sharesnew addition2025-12-312026-01-29 MSCI MSCI INC487 shares22.67%2025-12-312026-01-29 KT KT CORP14.7K shares-0.56%2025-12-312026-01-29 SHW SHERWIN WILLIAMS CO848 shares-9.40%2025-12-312026-01-29 PTC PTC INC1.6K shares-0.19%2025-12-312026-01-29 TMUS T-MOBILE US INC1.3K shares-18.04%2025-12-312026-01-29 CSGP COSTAR GROUP INC4.1K shares-33.88%2025-12-312026-01-29 QQQM INVESCO EXCH TRADED FD TR II1.1K shares1.41%2025-12-312026-01-29 MFG MIZUHO FINANCIAL GROUP INC37.3K shares4.62%2025-12-312026-01-29 ES EVERSOURCE ENERGY4.0K sharesnew addition2025-12-312026-01-29 AOM ISHARES TR5.7K shares0.00%2025-12-312026-01-29 VRTX VERTEX PHARMACEUTICALS INC592 sharesnew addition2025-12-312026-01-29 IJJ ISHARES TR2.0K shares0.10%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F4.9K shares-1.69%2025-12-312026-01-29 IWY ISHARES TR949 shares0.11%2025-12-312026-01-29 JBL JABIL INC1.1K shares3.60%2025-12-312026-01-29 NSC NORFOLK SOUTHN CORP739 shares8.36%2025-12-312026-01-29 RELX RELX PLC6.1K shares-19.94%2025-12-312026-01-29 DVN DEVON ENERGY CORP NEW7.0K shares-6.26%2025-12-312026-01-29 XLI SELECT SECTOR SPDR TR1.7K sharesnew addition2025-12-312026-01-29 SCHV SCHWAB STRATEGIC TR8.5K shares-0.73%2025-12-312026-01-29 CGUS CAPITAL GROUP CORE EQUITY ET6.2K sharesnew addition2025-12-312026-01-29 NUE NUCOR CORP1.5K shares-1.99%2025-12-312026-01-29 FICO FAIR ISAAC CORP146 shares0.69%2025-12-312026-01-29 PNC PNC FINL SVCS GROUP INC1.1K shares-2.22%2025-12-312026-01-29 BR BROADRIDGE FINL SOLUTIONS IN1.1K shares3.27%2025-12-312026-01-29 FTA FIRST TR EXCHANGE-TRADED ALP2.8K shares0.61%2025-12-312026-01-29 EXC EXELON CORP5.6K shares11.91%2025-12-312026-01-29 EQIX EQUINIX INC314 shares14.18%2025-12-312026-01-29 TCAL T ROWE PRICE ETF INC10.1K sharesnew addition2025-12-312026-01-29 BNS BANK NOVA SCOTIA HALIFAX3.2K sharesnew addition2025-12-312026-01-29 AME AMETEK INC1.2K sharesnew addition2025-12-312026-01-29 HSY HERSHEY CO1.1K shares-17.49%2025-12-312026-01-29 PBR PETROLEO BRASILEIRO SA PETRO19.9K shares8.26%2025-12-312026-01-29 BLDR BUILDERS FIRSTSOURCE INC2.3K shares-37.66%2025-12-312026-01-29 PCAR PACCAR INC1.9K sharesnew addition2025-12-312026-01-29 VST VISTRA CORP1.4K sharesnew addition2025-12-312026-01-29 LDEM ISHARES TR4.0K shares2.20%2025-12-312026-01-29 JLL JONES LANG LASALLE INC688 sharesnew addition2025-12-312026-01-29 FAST FASTENAL CO5.7K shares-9.99%2025-12-312026-01-29 DELL DELL TECHNOLOGIES INC1.8K shares24.46%2025-12-312026-01-29 INFY INFOSYS LTD12.7K sharesnew addition2025-12-312026-01-29 CEG CONSTELLATION ENERGY CORP641 sharesnew addition2025-12-312026-01-29 CLX CLOROX CO DEL2.2K sharesnew addition2025-12-312026-01-29 FLGV FRANKLIN TEMPLETON ETF TR11.0K shares0.19%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available