The Analysis of AssuredPartners Investment Advisors, LLC's Holdings
Currently, AssuredPartners Investment Advisors, LLC holds 342 types of securities in its portfolio with a total value $672.2M. In the most recent quarter, they have increased their positions in AAPL (+31.8K shares, valued at $8.6M), QQQM (+23.9K shares, valued at $6.1M), JPIB (+120.7K shares, valued at $5.9M); decreased their positions in ARCC (-42.2K shares, valued at $854.6K), FBND (-10.3K shares, valued at $473.9K), UBER (-4.4K shares, valued at $362.2K); initiated new positions in BIL (+54.2K shares, valued at $5.0M), SCHI (+205.5K shares, valued at $4.7M), CSX (+112.0K shares, valued at $4.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FBCG FIDELITY COVINGTON TRUST517.4K shares23.03%2025-12-312026-02-03
FDVV FIDELITY COVINGTON TRUST386.8K shares3.31%2025-12-312026-02-03 SPTM SPDR SERIES TRUST245.2K shares2.55%2025-12-312026-02-03 XMMO INVESCO EXCHANGE TRADED FD T130.9K shares22.23%2025-12-312026-02-03 AAPL APPLE INC62.9K shares101.86%2025-12-312026-02-03 ALPHABET INC ALPHABET INC45.9K shares3.06%2025-12-312026-02-03 MSFT MICROSOFT CORP27.7K shares19.13%2025-12-312026-02-03 NVDA NVIDIA CORPORATION69.9K shares17.15%2025-12-312026-02-03 FSMD FIDELITY COVINGTON TRUST244.0K shares2.94%2025-12-312026-02-03 DFAC DIMENSIONAL ETF TRUST268.2K shares5.11%2025-12-312026-02-03 IHDG WISDOMTREE TR200.4K shares2.46%2025-12-312026-02-03 MU MICRON TECHNOLOGY INC33.5K shares5.59%2025-12-312026-02-03 TSLA TESLA INC20.2K shares13.77%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.27.9K shares7.17%2025-12-312026-02-03 DFSD DIMENSIONAL ETF TRUST170.9K shares3.96%2025-12-312026-02-03 DEM WISDOMTREE TR167.4K shares10.00%2025-12-312026-02-03 QQQM INVESCO EXCH TRADED FD TR II29.6K shares423.56%2025-12-312026-02-03 DFCF DIMENSIONAL ETF TRUST174.6K shares7.43%2025-12-312026-02-03 JPIB J P MORGAN EXCHANGE TRADED F141.4K shares583.87%2025-12-312026-02-03 CSCO CISCO SYS INC89.3K shares3.85%2025-12-312026-02-03 BROADCOM INC BROADCOM INC19.3K shares9.94%2025-12-312026-02-03 XOM EXXON MOBIL CORP52.8K shares7.15%2025-12-312026-02-03 BAC BANK AMERICA CORP112.8K shares1.11%2025-12-312026-02-03 IWY ISHARES TR21.3K shares414.19%2025-12-312026-02-03 AXP AMERICAN EXPRESS CO15.4K shares1.27%2025-12-312026-02-03 LHX L3HARRIS TECHNOLOGIES INC19.4K shares1.32%2025-12-312026-02-03 ONEQ FIDELITY COMWLTH TR57.7K shares385.54%2025-12-312026-02-03 GMAR FIRST TR EXCHNG TRADED FD VI128.1K shares-0.19%2025-12-312026-02-03 BIL SPDR SERIES TRUST54.2K sharesnew addition2025-12-312026-02-03 SCHI SCHWAB STRATEGIC TR205.5K sharesnew addition2025-12-312026-02-03 VTI VANGUARD INDEX FDS14.0K shares120.00%2025-12-312026-02-03 BUFP PGIM ROCK ETF TR152.2K shares607.54%2025-12-312026-02-03 DUSB DIMENSIONAL ETF TRUST89.9K shares13.09%2025-12-312026-02-03 VWOB VANGUARD WHITEHALL FDS67.5K shares582.29%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR6.5K shares42.81%2025-12-312026-02-03 JCPB J P MORGAN EXCHANGE TRADED F93.0K shares225.91%2025-12-312026-02-03 IEF ISHARES TR45.8K shares285.83%2025-12-312026-02-03 CASY CASEYS GEN STORES INC7.9K shares1.80%2025-12-312026-02-03 AMZN AMAZON COM INC18.9K shares45.86%2025-12-312026-02-03 VST VISTRA CORP26.8K shares2.58%2025-12-312026-02-03 DGRO ISHARES TR62.2K shares492.75%2025-12-312026-02-03 SDVY FIRST TR EXCHANGE-TRADED FD111.6K shares436.38%2025-12-312026-02-03 DFIC DIMENSIONAL ETF TRUST120.3K shares3.61%2025-12-312026-02-03 CSX CSX CORP112.0K sharesnew addition2025-12-312026-02-03 META META PLATFORMS INC6.0K shares22.27%2025-12-312026-02-03 JEPQ J P MORGAN EXCHANGE TRADED F61.0K shares443.66%2025-12-312026-02-03 RWL INVESCO EXCH TRADED FD TR II30.7K shares422.26%2025-12-312026-02-03 ALPHABET INC ALPHABET INC11.1K shares126.73%2025-12-312026-02-03 V VISA INC9.7K shares16.33%2025-12-312026-02-03 UAPR INNOVATOR ETFS TRUST98.3K sharesnew addition2025-12-312026-02-03 DFAU DIMENSIONAL ETF TRUST68.4K shares5.27%2025-12-312026-02-03 UCON FIRST TR EXCHNG TRADED FD VI127.1K shares140.96%2025-12-312026-02-03 MINO PIMCO ETF TR68.3K shares623.80%2025-12-312026-02-03 EPS WISDOMTREE TR43.3K shares0.00%2025-12-312026-02-03 FLMI FRANKLIN TEMPLETON ETF TR116.2K shares684.56%2025-12-312026-02-03 EAPR INNOVATOR ETFS TRUST97.1K shares600.82%2025-12-312026-02-03 NEM NEWMONT CORP28.7K shares9.34%2025-12-312026-02-03 DIS DISNEY WALT CO25.1K shares8.27%2025-12-312026-02-03 AIRR FIRST TR EXCHANGE TRADED FD28.8K shares418.04%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F51.8K shares425.67%2025-12-312026-02-03 PYLD PIMCO ETF TR103.6K shares232.66%2025-12-312026-02-03 FNDF SCHWAB STRATEGIC TR58.1K shares518.60%2025-12-312026-02-03 HYG ISHARES TR32.3K shares138.04%2025-12-312026-02-03 TRV TRAVELERS COMPANIES INC8.8K shares3.94%2025-12-312026-02-03 PFXF VANECK ETF TRUST140.7K shares578.70%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON11.7K shares44.90%2025-12-312026-02-03 NEE NEXTERA ENERGY INC29.5K shares80.46%2025-12-312026-02-03 XLI SELECT SECTOR SPDR TR15.2K shares443.37%2025-12-312026-02-03 DFAW DIMENSIONAL ETF TRUST31.9K shares21.23%2025-12-312026-02-03 LLY ELI LILLY & CO2.1K shares1.63%2025-12-312026-02-03 SGOV ISHARES TR22.1K sharesnew addition2025-12-312026-02-03 PJIO PGIM ETF TR35.4K shares469.54%2025-12-312026-02-03 VYM VANGUARD WHITEHALL FDS15.0K sharesnew addition2025-12-312026-02-03 GNOV FIRST TR EXCHNG TRADED FD VI53.7K shares-0.96%2025-12-312026-02-03 FEX FIRST TR EXCHANGE-TRADED ALP17.4K shares1.28%2025-12-312026-02-03 IYK ISHARES TR30.3K shares383.80%2025-12-312026-02-03 UJUL INNOVATOR ETFS TRUST51.3K sharesnew addition2025-12-312026-02-03 PM PHILIP MORRIS INTL INC12.0K shares-1.02%2025-12-312026-02-03 SPHQ INVESCO EXCHANGE TRADED FD T25.6K shares499.93%2025-12-312026-02-03 VB VANGUARD INDEX FDS7.4K shares312.97%2025-12-312026-02-03 ORI OLD REP INTL CORP41.1K shares4.55%2025-12-312026-02-03 MCD MCDONALDS CORP6.1K shares44.69%2025-12-312026-02-03 BUFS FIRST TR EXCHNG TRADED FD VI79.6K shares644.32%2025-12-312026-02-03 COWG PACER FDS TR51.2K shares364.80%2025-12-312026-02-03 BUFY FIRST TR EXCHNG TRADED FD VI81.0K shares626.84%2025-12-312026-02-03 UDEC INNOVATOR ETFS TRUST45.4K shares86.30%2025-12-312026-02-03 DTD WISDOMTREE TR20.9K sharesnew addition2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC9.9K shares3.94%2025-12-312026-02-03 JSMD JANUS DETROIT STR TR21.6K shares492.14%2025-12-312026-02-03 ABBV ABBVIE INC7.7K shares3.09%2025-12-312026-02-03 DFGX DIMENSIONAL ETF TRUST32.8K shares49.35%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD5.6K shares-1.87%2025-12-312026-02-03 DGRW WISDOMTREE TR18.6K sharesnew addition2025-12-312026-02-03 BA BOEING CO7.6K shares8.25%2025-12-312026-02-03 PBFR PGIM ROCK ETF TR56.2K shares405.71%2025-12-312026-02-03 MPLX MPLX LP30.0K shares-4.69%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO11.2K shares61.27%2025-12-312026-02-03 PEP PEPSICO INC10.7K shares132.29%2025-12-312026-02-03 SCHX SCHWAB STRATEGIC TR56.4K shares344.16%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS5.1K shares248.02%2025-12-312026-02-03 TFC TRUIST FINL CORP30.5K shares-3.12%2025-12-312026-02-03 DDWM WISDOMTREE TR34.0K sharesnew addition2025-12-312026-02-03 MELI MERCADOLIBRE INC729 shares17.77%2025-12-312026-02-03 SO SOUTHERN CO16.4K shares4.04%2025-12-312026-02-03 CB CHUBB LIMITED4.6K shares78.29%2025-12-312026-02-03 CVX CHEVRON CORP NEW9.3K shares33.56%2025-12-312026-02-03 EME EMCOR GROUP INC2.2K shares-0.45%2025-12-312026-02-03 ABT ABBOTT LABS10.8K shares71.31%2025-12-312026-02-03 RIO RIO TINTO PLC16.8K shares-2.07%2025-12-312026-02-03 APP APPLOVIN CORP2.0K shares-3.82%2025-12-312026-02-03 FNX FIRST TR EXCHANGE-TRADED ALP10.6K shares-2.17%2025-12-312026-02-03 LOW LOWES COS INC5.5K shares87.91%2025-12-312026-02-03 ORCL ORACLE CORP6.7K shares26.44%2025-12-312026-02-03 ZAUG INNOVATOR ETFS TRUST48.3K sharesnew addition2025-12-312026-02-03 PFE PFIZER INC51.2K shares8.64%2025-12-312026-02-03 IJAN INNOVATOR ETFS TRUST33.9K sharesnew addition2025-12-312026-02-03 HSBC HSBC HLDGS PLC15.5K shares-1.72%2025-12-312026-02-03 UAUG INNOVATOR ETFS TRUST30.4K shares252.89%2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR43.8K shares448.49%2025-12-312026-02-03 MA MASTERCARD INCORPORATED2.0K shares294.79%2025-12-312026-02-03 ED CONSOLIDATED EDISON INC11.7K shares89.29%2025-12-312026-02-03 IJR ISHARES TR9.6K shares4.74%2025-12-312026-02-03 DFAR DIMENSIONAL ETF TRUST50.3K shares16.94%2025-12-312026-02-03 HD HOME DEPOT INC3.3K shares-23.72%2025-12-312026-02-03 VYMI VANGUARD WHITEHALL FDS12.7K sharesnew addition2025-12-312026-02-03 ZDEK INNOVATOR ETFS TRUST44.3K shares130.31%2025-12-312026-02-03 DFEM DIMENSIONAL ETF TRUST33.9K shares0.26%2025-12-312026-02-03 KJAN INNOVATOR ETFS TRUST27.0K sharesnew addition2025-12-312026-02-03 DHS WISDOMTREE TR10.7K sharesnew addition2025-12-312026-02-03 XLK SELECT SECTOR SPDR TR7.4K shares888.95%2025-12-312026-02-03 QCOM QUALCOMM INC6.2K shares139.39%2025-12-312026-02-03 WMT WALMART INC9.3K shares0.41%2025-12-312026-02-03 VTIP VANGUARD MALVERN FDS20.9K shares90.62%2025-12-312026-02-03 IJJ ISHARES TR7.8K shares160.95%2025-12-312026-02-03 NOW SERVICENOW INC6.7K shares458.88%2025-12-312026-02-03 NAPR INNOVATOR ETFS TRUST19.1K sharesnew addition2025-12-312026-02-03 FNY FIRST TR EXCHANGE-TRADED ALP11.2K shares0.00%2025-12-312026-02-03 XOVR ENTREPRENEURSHARES SERIES TR49.5K sharesnew addition2025-12-312026-02-03 LQD ISHARES TR8.9K shares84.03%2025-12-312026-02-03 UJUN INNOVATOR ETFS TRUST25.5K sharesnew addition2025-12-312026-02-03 MPW MEDICAL PPTYS TRUST INC181.3K shares0.64%2025-12-312026-02-03 AFL AFLAC INC8.2K shares100.71%2025-12-312026-02-03 ATO ATMOS ENERGY CORP5.3K shares101.60%2025-12-312026-02-03 CINF CINCINNATI FINL CORP5.4K shares111.25%2025-12-312026-02-03 SPGI S&P GLOBAL INC1.7K shares94.82%2025-12-312026-02-03 SPRY ARS PHARMACEUTICALS INC75.8K shares31.14%2025-12-312026-02-03 PNC PNC FINL SVCS GROUP INC4.2K shares168.10%2025-12-312026-02-03 KVUE KENVUE INC50.1K sharesnew addition2025-12-312026-02-03 IVV ISHARES TR1.2K shares52.32%2025-12-312026-02-03 PFEB INNOVATOR ETFS TRUST20.9K shares233.96%2025-12-312026-02-03 DE DEERE & CO1.8K shares-0.28%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC20.2K shares67.66%2025-12-312026-02-03 CTAS CINTAS CORP4.3K shares102.20%2025-12-312026-02-03 MEDTRONIC PLC MEDTRONIC PLC8.2K shares203.85%2025-12-312026-02-03 UPS UNITED PARCEL SERVICE INC7.9K shares158.44%2025-12-312026-02-03 DON WISDOMTREE TR15.2K sharesnew addition2025-12-312026-02-03 CENCORA INC CENCORA INC2.3K shares-8.34%2025-12-312026-02-03 SPYM SPDR SERIES TRUST9.6K shares-23.69%2025-12-312026-02-03 AMCR AMCOR PLC91.8K shares141.76%2025-12-312026-02-03 SE SEA LTD5.9K shares-2.68%2025-12-312026-02-03 SJM SMUCKER J M CO7.6K shares133.15%2025-12-312026-02-03 TLT ISHARES TR8.4K shares183.19%2025-12-312026-02-03 IGLB ISHARES TR14.2K shares222.54%2025-12-312026-02-03 SOUN SOUNDHOUND AI INC71.3K shares3.72%2025-12-312026-02-03 MFC MANULIFE FINL CORP19.2K sharesnew addition2025-12-312026-02-03 PAYX PAYCHEX INC6.2K shares15.54%2025-12-312026-02-03 DECW AIM ETF PRODUCTS TRUST20.3K sharesnew addition2025-12-312026-02-03 BRO BROWN & BROWN INC8.4K shares122.84%2025-12-312026-02-03 PH PARKER-HANNIFIN CORP753 shares59.87%2025-12-312026-02-03 KO COCA COLA CO9.4K shares42.59%2025-12-312026-02-03 FFEB FIRST TR EXCHNG TRADED FD VI11.6K shares0.00%2025-12-312026-02-03 GIS GENERAL MLS INC13.9K shares166.82%2025-12-312026-02-03 WAL WESTERN ALLIANCE BANCORP7.4K shares-0.61%2025-12-312026-02-03 ICE INTERCONTINENTAL EXCHANGE IN3.8K shares51.68%2025-12-312026-02-03 UBER UBER TECHNOLOGIES INC7.3K shares-37.83%2025-12-312026-02-03 FQAL FIDELITY COVINGTON TRUST7.9K shares0.00%2025-12-312026-02-03 UOCT INNOVATOR ETFS TRUST15.2K sharesnew addition2025-12-312026-02-03 SBUX STARBUCKS CORP7.0K shares20.06%2025-12-312026-02-03 NFLX NETFLIX INC6.3K sharesnew addition2025-12-312026-02-03 GBTC GRAYSCALE BITCOIN TRUST ETF8.6K shares0.00%2025-12-312026-02-03 FNCL FIDELITY COVINGTON TRUST7.4K shares-22.36%2025-12-312026-02-03 DFAI DIMENSIONAL ETF TRUST15.0K shares0.68%2025-12-312026-02-03 USB US BANCORP DEL10.7K sharesnew addition2025-12-312026-02-03 ZJUN INNOVATOR ETFS TRUST20.8K shares0.00%2025-12-312026-02-03 ZJUL INNOVATOR ETFS TRUST18.6K sharesnew addition2025-12-312026-02-03 RTX RTX CORPORATION2.9K shares4.37%2025-12-312026-02-03 WFC WELLS FARGO CO NEW5.8K shares-1.22%2025-12-312026-02-03 DGS WISDOMTREE TR9.3K sharesnew addition2025-12-312026-02-03 COF CAPITAL ONE FINL CORP2.2K shares0.09%2025-12-312026-02-03 F FORD MTR CO40.3K shares253.37%2025-12-312026-02-03 VOT VANGUARD INDEX FDS1.9K sharesnew addition2025-12-312026-02-03 ALL ALLSTATE CORP2.5K shares113.46%2025-12-312026-02-03 USEP INNOVATOR ETFS TRUST13.1K sharesnew addition2025-12-312026-02-03 DES WISDOMTREE TR15.2K sharesnew addition2025-12-312026-02-03 TXN TEXAS INSTRS INC2.9K sharesnew addition2025-12-312026-02-03 PAPR INNOVATOR ETFS TRUST12.8K shares20.03%2025-12-312026-02-03 IWB ISHARES TR1.3K shares0.37%2025-12-312026-02-03 LENS EA SERIES TRUST12.7K sharesnew addition2025-12-312026-02-03 BTI BRITISH AMERN TOB PLC8.6K sharesnew addition2025-12-312026-02-03 NKE NIKE INC7.7K shares53.06%2025-12-312026-02-03 CVS CVS HEALTH CORP6.1K sharesnew addition2025-12-312026-02-03 IVW ISHARES TR3.9K shares5.42%2025-12-312026-02-03 ACGL ARCH CAP GROUP LTD5.0K shares-29.05%2025-12-312026-02-03 CAT CATERPILLAR INC831 shares0.97%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC2.2K shares57.67%2025-12-312026-02-03 VALE VALE S A36.4K sharesnew addition2025-12-312026-02-03 IWF ISHARES TR998 shares123.27%2025-12-312026-02-03 HCA HCA HEALTHCARE INC991 shares0.00%2025-12-312026-02-03 KMB KIMBERLY-CLARK CORP4.5K shares30.45%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC1.4K shares25.52%2025-12-312026-02-03 FJAN FIRST TR EXCHNG TRADED FD VI8.8K shares0.00%2025-12-312026-02-03 ROK ROCKWELL AUTOMATION INC1.2K shares63.28%2025-12-312026-02-03 PRU PRUDENTIAL FINL INC4.0K sharesnew addition2025-12-312026-02-03 EPD ENTERPRISE PRODS PARTNERS L14.1K shares9.63%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS7.1K shares1.91%2025-12-312026-02-03 CMI CUMMINS INC860 shares-0.35%2025-12-312026-02-03 APH AMPHENOL CORP NEW3.2K shares67.37%2025-12-312026-02-03 ALPS ETF TR ALPS ETF TR9.2K sharesnew addition2025-12-312026-02-03 HAS HASBRO INC5.3K sharesnew addition2025-12-312026-02-03 IWM ISHARES TR1.7K sharesnew addition2025-12-312026-02-03 IWD ISHARES TR2.0K shares9.15%2025-12-312026-02-03 BKH BLACK HILLS CORP6.1K sharesnew addition2025-12-312026-02-03 AZO AUTOZONE INC124 shares-0.80%2025-12-312026-02-03 SNOW SNOWFLAKE INC1.9K shares-6.63%2025-12-312026-02-03 TOST TOAST INC11.3K shares-6.81%2025-12-312026-02-03 FE FIRSTENERGY CORP8.9K sharesnew addition2025-12-312026-02-03 DHR DANAHER CORPORATION1.7K shares10.41%2025-12-312026-02-03 SYK STRYKER CORPORATION1.1K shares-1.05%2025-12-312026-02-03 JAJL INNOVATOR ETFS TRUST13.5K sharesnew addition2025-12-312026-02-03 ARCC ARES CAPITAL CORP19.2K shares-68.75%2025-12-312026-02-03 WM WASTE MGMT INC DEL1.7K shares46.35%2025-12-312026-02-03 CRM SALESFORCE INC1.4K sharesnew addition2025-12-312026-02-03 SNY SANOFI SA7.7K sharesnew addition2025-12-312026-02-03 COST COSTCO WHSL CORP NEW430 shares-4.23%2025-12-312026-02-03 DFAX DIMENSIONAL ETF TRUST11.1K shares1.08%2025-12-312026-02-03 ET ENERGY TRANSFER L P21.9K sharesnew addition2025-12-312026-02-03 GLPI GAMING & LEISURE PPTYS INC8.1K sharesnew addition2025-12-312026-02-03 FDMO FIDELITY COVINGTON TRUST4.2K shares0.00%2025-12-312026-02-03 PMAY INNOVATOR ETFS TRUST8.8K shares0.27%2025-12-312026-02-03 PSA PUBLIC STORAGE OPER CO1.3K shares34.50%2025-12-312026-02-03 CUBE CUBESMART9.6K sharesnew addition2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP718 shares6.85%2025-12-312026-02-03 MTB M & T BK CORP1.7K shares59.89%2025-12-312026-02-03 DOC HEALTHPEAK PROPERTIES INC21.4K sharesnew addition2025-12-312026-02-03 FBND FIDELITY MERRIMACK STR TR7.4K shares-58.07%2025-12-312026-02-03 EMR EMERSON ELEC CO2.5K shares40.73%2025-12-312026-02-03 PAUG INNOVATOR ETFS TRUST7.5K shares7.34%2025-12-312026-02-03 MDLZ MONDELEZ INTL INC6.0K shares76.18%2025-12-312026-02-03 VNQ VANGUARD INDEX FDS3.6K shares1.45%2025-12-312026-02-03 DUHP DIMENSIONAL ETF TRUST8.4K shares0.19%2025-12-312026-02-03 IBIT ISHARES BITCOIN TRUST ETF6.4K shares30.89%2025-12-312026-02-03 AEP AMERICAN ELEC PWR CO INC2.7K shares37.02%2025-12-312026-02-03 MSTR STRATEGY INC2.1K sharesnew addition2025-12-312026-02-03 GPC GENUINE PARTS CO2.6K shares50.24%2025-12-312026-02-03 PYPL PAYPAL HLDGS INC5.4K shares7.26%2025-12-312026-02-03 XMTR XOMETRY INC5.2K shares0.00%2025-12-312026-02-03 SCHG SCHWAB STRATEGIC TR9.4K shares3.60%2025-12-312026-02-03 BR BROADRIDGE FINL SOLUTIONS IN1.4K sharesnew addition2025-12-312026-02-03 DDFS INNOVATOR ETFS TRUST14.4K sharesnew addition2025-12-312026-02-03 DFAE DIMENSIONAL ETF TRUST9.4K shares-0.22%2025-12-312026-02-03 UMAY INNOVATOR ETFS TRUST8.3K sharesnew addition2025-12-312026-02-03 TTC TORO CO3.7K sharesnew addition2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC332 shares9.21%2025-12-312026-02-03 BDX BECTON DICKINSON & CO1.5K shares-41.56%2025-12-312026-02-03 KLAC KLA CORP234 shares-6.40%2025-12-312026-02-03 FIDU FIDELITY COVINGTON TRUST3.4K shares0.00%2025-12-312026-02-03 AVUS AMERICAN CENTY ETF TR2.5K shares-8.00%2025-12-312026-02-03 GDEC FIRST TR EXCHNG TRADED FD VI7.4K shares0.00%2025-12-312026-02-03 ZOCT INNOVATOR ETFS TRUST10.4K sharesnew addition2025-12-312026-02-03 ADBE ADOBE INC788 sharesnew addition2025-12-312026-02-03 CRS CARPENTER TECHNOLOGY CORP859 sharesnew addition2025-12-312026-02-03 IEX IDEX CORP1.5K sharesnew addition2025-12-312026-02-03 AOS SMITH A O CORP4.0K sharesnew addition2025-12-312026-02-03 FUL FULLER H B CO4.5K sharesnew addition2025-12-312026-02-03 MS MORGAN STANLEY1.5K shares-0.53%2025-12-312026-02-03 SPOT SPOTIFY TECHNOLOGY S A460 sharesnew addition2025-12-312026-02-03 FITB FIFTH THIRD BANCORP5.6K sharesnew addition2025-12-312026-02-03 PWR QUANTA SVCS INC617 shares0.00%2025-12-312026-02-03 PDEC INNOVATOR ETFS TRUST6.0K sharesnew addition2025-12-312026-02-03 PMAR INNOVATOR ETFS TRUST5.7K sharesnew addition2025-12-312026-02-03 DUOL DUOLINGO INC1.4K shares8.57%2025-12-312026-02-03 EXPO EXPONENT INC3.6K sharesnew addition2025-12-312026-02-03 HBAN HUNTINGTON BANCSHARES INC14.3K shares0.99%2025-12-312026-02-03 FANG DIAMONDBACK ENERGY INC1.6K shares-2.64%2025-12-312026-02-03 ELV ELEVANCE HEALTH INC FORMERLY695 sharesnew addition2025-12-312026-02-03 FTEC FIDELITY COVINGTON TRUST1.1K shares2.96%2025-12-312026-02-03 FJUN FIRST TR EXCHNG TRADED FD VI4.2K shares0.00%2025-12-312026-02-03 KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares-3.17%2025-12-312026-02-03 UNP UNION PAC CORP1.0K shares-11.39%2025-12-312026-02-03 AJG GALLAGHER ARTHUR J & CO930 shares-8.64%2025-12-312026-02-03 AXON AXON ENTERPRISE INC420 shares-0.24%2025-12-312026-02-03 IXUS ISHARES TR2.8K shares0.11%2025-12-312026-02-03 XYZ BLOCK INC3.6K shares-7.20%2025-12-312026-02-03 PNOV INNOVATOR ETFS TRUST5.6K sharesnew addition2025-12-312026-02-03 VUG VANGUARD INDEX FDS474 sharesnew addition2025-12-312026-02-03 AMT AMERICAN TOWER CORP NEW1.3K sharesnew addition2025-12-312026-02-03 CITIGROUP INC CITIGROUP INC2.0K sharesnew addition2025-12-312026-02-03 FHLC FIDELITY COVINGTON TRUST3.0K shares0.00%2025-12-312026-02-03 MPC MARATHON PETE CORP1.4K shares-1.56%2025-12-312026-02-03 HRL HORMEL FOODS CORP9.5K sharesnew addition2025-12-312026-02-03 ASML ASML HOLDING N V209 sharesnew addition2025-12-312026-02-03 ISRG INTUITIVE SURGICAL INC389 sharesnew addition2025-12-312026-02-03 XLY SELECT SECTOR SPDR TR1.8K sharesnew addition2025-12-312026-02-03 NU NU HLDGS LTD13.0K shares0.00%2025-12-312026-02-03 DFUV DIMENSIONAL ETF TRUST4.6K shares0.00%2025-12-312026-02-03 AIG AMERICAN INTL GROUP INC2.5K sharesnew addition2025-12-312026-02-03 AMP AMERIPRISE FINL INC428 shares0.23%2025-12-312026-02-03 IDA IDACORP INC1.7K shares5.09%2025-12-312026-02-03 CNP CENTERPOINT ENERGY INC5.4K shares0.00%2025-12-312026-02-03 POCT INNOVATOR ETFS TRUST4.6K sharesnew addition2025-12-312026-02-03 FSTA FIDELITY COVINGTON TRUST4.1K sharesnew addition2025-12-312026-02-03 DDFL INNOVATOR ETFS TRUST9.8K sharesnew addition2025-12-312026-02-03 IWP ISHARES TR1.5K sharesnew addition2025-12-312026-02-03 VGT VANGUARD WORLD FD266 sharesnew addition2025-12-312026-02-03 GT GOODYEAR TIRE & RUBR CO22.2K sharesnew addition2025-12-312026-02-03 RLAY RELAY THERAPEUTICS INC16.1K sharesnew addition2025-12-312026-02-03 WT WISDOMTREE INC10.3K sharesnew addition2025-12-312026-02-03 ACHR ARCHER AVIATION INC12.9K sharesnew addition2025-12-312026-02-03 RXRX RECURSION PHARMACEUTICALS IN20.6K sharesnew addition2025-12-312026-02-03 ABSI ABSCI CORPORATION12.2K sharesnew addition2025-12-312026-02-03 AUR AURORA INNOVATION INC10.4K shares-26.82%2025-12-312026-02-03 ABCL ABCELLERA BIOLOGICS INC10.0K sharesnew addition2025-12-312026-02-03 LCTX LINEAGE CELL THERAPEUTICS IN16.5K shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available