The Analysis of Atria Investments, Inc's Holdings
Currently, Atria Investments, Inc holds 2018 types of securities in its portfolio with a total value $8.8B. In the most recent quarter, they have increased their positions in NFLX (+327.0K shares, valued at $30.7M), IVE (+105.8K shares, valued at $22.4M), IVV (+30.8K shares, valued at $21.1M); decreased their positions in QUAL (-117.0K shares, valued at $23.2M), OACP (-809.4K shares, valued at $18.6M), OALC (-503.7K shares, valued at $17.9M); initiated new positions in JCPB (+238.6K shares, valued at $11.3M), FOCT (+156.8K shares, valued at $7.7M), QLTY (+185.7K shares, valued at $7.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP408.4K shares-4.29%2025-12-312026-02-05
NVDA NVIDIA CORPORATION981.9K shares-1.95%2025-12-312026-02-05
IVV ISHARES TR251.4K shares13.95%2025-12-312026-02-05
AMZN AMAZON COM INC496.1K shares-4.06%2025-12-312026-02-05
AAPL APPLE INC402.4K shares-2.33%2025-12-312026-02-05
IEMG ISHARES INC1.4M shares13.47%2025-12-312026-02-05
SPY SPDR S&P 500 ETF TR136.0K shares16.21%2025-12-312026-02-05
BROADCOM INC BROADCOM INC266.9K shares-3.25%2025-12-312026-02-05
ALPHABET INC ALPHABET INC287.5K shares-8.02%2025-12-312026-02-05
GLD SPDR GOLD TR214.1K shares3.51%2025-12-312026-02-05
META META PLATFORMS INC128.3K shares-4.73%2025-12-312026-02-05
VEA VANGUARD TAX-MANAGED FDS1.2M shares1.12%2025-12-312026-02-05
VUG VANGUARD INDEX FDS155.3K shares-5.10%2025-12-312026-02-05
VTV VANGUARD INDEX FDS387.6K shares-2.98%2025-12-312026-02-05
DYNF BLACKROCK ETF TRUST1.2M shares5.92%2025-12-312026-02-05
JPM JPMORGAN CHASE & CO.215.0K shares-3.23%2025-12-312026-02-05
IVE ISHARES TR324.1K shares48.49%2025-12-312026-02-05
ALPHABET INC ALPHABET INC217.5K shares-1.71%2025-12-312026-02-05
IVW ISHARES TR514.4K shares12.47%2025-12-312026-02-05
V VISA INC163.1K shares-7.11%2025-12-312026-02-05
DIA SPDR DOW JONES INDL AVERAGE115.2K shares0.53%2025-12-312026-02-05
OEF ISHARES TR151.5K shares5.55%2025-12-312026-02-05
IEFA ISHARES TR577.6K shares-3.95%2025-12-312026-02-05
JNJ JOHNSON & JOHNSON246.8K shares1.97%2025-12-312026-02-05
TSLA TESLA INC113.5K shares-1.46%2025-12-312026-02-05
EFV ISHARES TR708.0K shares-6.39%2025-12-312026-02-05
IUSB ISHARES TR1.0M shares0.60%2025-12-312026-02-05
ORCL ORACLE CORP232.8K shares-8.12%2025-12-312026-02-05
LLY ELI LILLY & CO40.8K shares1.15%2025-12-312026-02-05
EFA ISHARES TR445.5K shares4.99%2025-12-312026-02-05
KORP AMERICAN CENTY ETF TR904.7K shares-8.19%2025-12-312026-02-05
TSM TAIWAN SEMICONDUCTOR MFG LTD139.3K shares0.84%2025-12-312026-02-05
MA MASTERCARD INCORPORATED70.4K shares-7.47%2025-12-312026-02-05
ABBV ABBVIE INC168.7K shares0.69%2025-12-312026-02-05
VTI VANGUARD INDEX FDS107.8K shares-2.80%2025-12-312026-02-05
NFLX NETFLIX INC370.0K shares761.40%2025-12-312026-02-05
CVX CHEVRON CORP NEW224.0K shares-1.09%2025-12-312026-02-05
QUAL ISHARES TR170.6K shares-40.68%2025-12-312026-02-05
MTUM ISHARES TR134.8K shares37.04%2025-12-312026-02-05
WMT WALMART INC298.7K shares-2.35%2025-12-312026-02-05
AGG ISHARES TR331.3K shares16.26%2025-12-312026-02-05
VWO VANGUARD INTL EQUITY INDEX F609.9K shares-2.45%2025-12-312026-02-05
XOM EXXON MOBIL CORP270.4K shares-0.79%2025-12-312026-02-05
PM PHILIP MORRIS INTL INC183.4K shares1.04%2025-12-312026-02-05
THRO BLACKROCK ETF TRUST705.7K shares6.95%2025-12-312026-02-05
IWF ISHARES TR57.0K shares40.22%2025-12-312026-02-05
BAI BLACKROCK ETF TRUST799.2K shares9.37%2025-12-312026-02-05
WFC WELLS FARGO CO NEW279.2K shares-0.36%2025-12-312026-02-05
SHOP SHOPIFY INC161.4K shares-11.06%2025-12-312026-02-05
BSV VANGUARD BD INDEX FDS325.8K shares-6.88%2025-12-312026-02-05
DGRW WISDOMTREE TR286.4K shares-3.80%2025-12-312026-02-05
OAIM UNIFIED SER TR603.0K shares-40.50%2025-12-312026-02-05
CSCO CISCO SYS INC307.6K shares8.19%2025-12-312026-02-05
VBR VANGUARD INDEX FDS111.8K shares5.36%2025-12-312026-02-05
AVUV AMERICAN CENTY ETF TR227.4K shares-4.71%2025-12-312026-02-05
XLK SELECT SECTOR SPDR TR157.7K shares67.90%2025-12-312026-02-05
FIXD FIRST TR EXCHNG TRADED FD VI512.2K shares3.42%2025-12-312026-02-05
GBIL GOLDMAN SACHS ETF TR222.6K shares22.76%2025-12-312026-02-05
BAC BANK AMERICA CORP399.7K shares-0.29%2025-12-312026-02-05
LQD ISHARES TR198.0K shares-7.32%2025-12-312026-02-05
BNDX VANGUARD CHARLOTTE FDS449.7K shares7.56%2025-12-312026-02-05
IBM INTERNATIONAL BUSINESS MACHS73.3K shares-0.01%2025-12-312026-02-05
CITIGROUP INC CITIGROUP INC180.3K shares-2.19%2025-12-312026-02-05
TLH ISHARES TR206.8K shares-1.39%2025-12-312026-02-05
BND VANGUARD BD INDEX FDS278.9K shares11.21%2025-12-312026-02-05
JAAA JANUS DETROIT STR TR402.9K shares5.34%2025-12-312026-02-05
ISRG INTUITIVE SURGICAL INC35.9K shares21.83%2025-12-312026-02-05
VBK VANGUARD INDEX FDS67.1K shares4.02%2025-12-312026-02-05
FTSM FIRST TR EXCHANGE-TRADED FD333.4K shares4.28%2025-12-312026-02-05
IUSG ISHARES TR118.7K shares-19.09%2025-12-312026-02-05
ITA ISHARES TR92.8K shares2.60%2025-12-312026-02-05
HD HOME DEPOT INC57.9K shares-10.71%2025-12-312026-02-05
TJX TJX COS INC NEW129.6K shares-3.60%2025-12-312026-02-05
SHYG ISHARES TR458.8K shares4.39%2025-12-312026-02-05
KO COCA COLA CO277.7K shares-2.69%2025-12-312026-02-05
SCHG SCHWAB STRATEGIC TR593.0K shares-9.03%2025-12-312026-02-05
SPSB SPDR SERIES TRUST638.6K shares17.22%2025-12-312026-02-05
UNH UNITEDHEALTH GROUP INC58.4K shares-1.86%2025-12-312026-02-05
DGRO ISHARES TR276.6K shares25.44%2025-12-312026-02-05
PG PROCTER AND GAMBLE CO132.0K shares-7.42%2025-12-312026-02-05
TMO THERMO FISHER SCIENTIFIC INC32.4K shares-2.48%2025-12-312026-02-05
MCD MCDONALDS CORP61.4K shares1.33%2025-12-312026-02-05
PH PARKER-HANNIFIN CORP21.3K shares-1.94%2025-12-312026-02-05
DIS DISNEY WALT CO160.7K shares-14.62%2025-12-312026-02-05
ABT ABBOTT LABS143.4K shares-16.59%2025-12-312026-02-05
GS GOLDMAN SACHS GROUP INC20.4K shares-7.07%2025-12-312026-02-05
AXP AMERICAN EXPRESS CO48.2K shares-3.25%2025-12-312026-02-05
SCHW SCHWAB CHARLES CORP177.3K shares-2.35%2025-12-312026-02-05
SPDW SPDR INDEX SHS FDS396.7K shares-2.57%2025-12-312026-02-05
CRM SALESFORCE INC66.5K shares3.63%2025-12-312026-02-05
QCOM QUALCOMM INC101.7K shares-8.84%2025-12-312026-02-05
QQQM INVESCO EXCH TRADED FD TR II68.8K shares20.57%2025-12-312026-02-05
IUSV ISHARES TR169.3K shares-5.91%2025-12-312026-02-05
AMGN AMGEN INC52.3K shares26.24%2025-12-312026-02-05
FSMD FIDELITY COVINGTON TRUST385.7K shares0.99%2025-12-312026-02-05
DDWM WISDOMTREE TR390.4K shares-3.27%2025-12-312026-02-05
ISCG ISHARES TR305.1K shares2.47%2025-12-312026-02-05
VB VANGUARD INDEX FDS65.4K shares-6.60%2025-12-312026-02-05
VGIT VANGUARD SCOTTSDALE FDS280.9K shares31.05%2025-12-312026-02-05
INTU INTUIT25.3K shares-6.28%2025-12-312026-02-05
BIL SPDR SERIES TRUST182.1K shares40.42%2025-12-312026-02-05
MBB ISHARES TR174.0K shares5.07%2025-12-312026-02-05
VIOV VANGUARD ADMIRAL FDS INC168.8K shares-0.28%2025-12-312026-02-05
NOW SERVICENOW INC107.4K shares361.07%2025-12-312026-02-05
BA BOEING CO75.2K shares-5.24%2025-12-312026-02-05
VGT VANGUARD WORLD FD21.6K shares8.32%2025-12-312026-02-05
ADI ANALOG DEVICES INC59.4K shares-2.21%2025-12-312026-02-05
SPYM SPDR SERIES TRUST198.4K shares8.12%2025-12-312026-02-05
APH AMPHENOL CORP NEW115.0K shares-3.28%2025-12-312026-02-05
PLD PROLOGIS INC.118.7K shares2.39%2025-12-312026-02-05
ADP AUTOMATIC DATA PROCESSING IN58.8K shares-9.39%2025-12-312026-02-05
CENCORA INC CENCORA INC43.8K shares-10.22%2025-12-312026-02-05
OACP UNIFIED SER TR629.7K shares-56.24%2025-12-312026-02-05
FDX FEDEX CORP50.1K shares0.85%2025-12-312026-02-05
PEP PEPSICO INC99.8K shares2.74%2025-12-312026-02-05
XLF SELECT SECTOR SPDR TR259.8K shares-0.84%2025-12-312026-02-05
SPMO INVESCO EXCH TRADED FD TR II117.6K shares-6.63%2025-12-312026-02-05
NEE NEXTERA ENERGY INC172.8K shares6.99%2025-12-312026-02-05
LMBS FIRST TR EXCHANGE-TRADED FD276.9K shares-0.90%2025-12-312026-02-05
RTX RTX CORPORATION75.4K shares0.72%2025-12-312026-02-05
VCIT VANGUARD SCOTTSDALE FDS163.8K shares2.99%2025-12-312026-02-05
PNC PNC FINL SVCS GROUP INC65.5K shares-2.09%2025-12-312026-02-05
MMC MARSH & MCLENNAN COS INC72.6K shares-9.27%2025-12-312026-02-05
TT TRANE TECHNOLOGIES PLC34.5K shares-5.36%2025-12-312026-02-05
CB CHUBB LIMITED42.4K shares1.06%2025-12-312026-02-05
PLTR PALANTIR TECHNOLOGIES INC74.4K shares7.58%2025-12-312026-02-05
MNST MONSTER BEVERAGE CORP NEW171.8K shares-3.02%2025-12-312026-02-05
AVLV AMERICAN CENTY ETF TR173.4K shares-0.24%2025-12-312026-02-05
RDVY FIRST TR EXCHANGE TRADED FD189.1K shares-2.26%2025-12-312026-02-05
COST COSTCO WHSL CORP NEW15.0K shares-8.59%2025-12-312026-02-05
VRTX VERTEX PHARMACEUTICALS INC28.3K shares9.04%2025-12-312026-02-05
MS MORGAN STANLEY71.7K shares-3.60%2025-12-312026-02-05
BINC BLACKROCK ETF TRUST II240.1K shares9.03%2025-12-312026-02-05
AMAT APPLIED MATLS INC48.7K shares-15.15%2025-12-312026-02-05
VZ VERIZON COMMUNICATIONS INC304.7K shares-9.96%2025-12-312026-02-05
SBUX STARBUCKS CORP146.6K shares-17.38%2025-12-312026-02-05
BIV VANGUARD BD INDEX FDS157.5K shares-3.30%2025-12-312026-02-05
MEDTRONIC PLC MEDTRONIC PLC126.2K shares3.11%2025-12-312026-02-05
BK BANK NEW YORK MELLON CORP104.0K shares4.06%2025-12-312026-02-05
ASML ASML HOLDING N V11.2K shares4.80%2025-12-312026-02-05
UBER UBER TECHNOLOGIES INC146.6K shares-13.65%2025-12-312026-02-05
GM GENERAL MTRS CO146.5K shares-27.40%2025-12-312026-02-05
VXUS VANGUARD STAR FDS157.3K shares4.05%2025-12-312026-02-05
IYW ISHARES TR59.2K shares32.69%2025-12-312026-02-05
T AT&T INC475.8K shares-0.19%2025-12-312026-02-05
CGMS CAPITAL GRP FIXED INCM ETF T427.5K shares0.48%2025-12-312026-02-05
THO THOR INDS INC114.8K shares-2.15%2025-12-312026-02-05
COF CAPITAL ONE FINL CORP48.5K shares-0.36%2025-12-312026-02-05
TLT ISHARES TR134.7K shares-7.70%2025-12-312026-02-05
ICSH ISHARES TR231.7K shares2.28%2025-12-312026-02-05
BSJQ INVESCO EXCH TRD SLF IDX FD497.9K shares16.62%2025-12-312026-02-05
LINDE PLC LINDE PLC27.1K shares-10.24%2025-12-312026-02-05
AZN ASTRAZENECA PLC125.5K shares17.42%2025-12-312026-02-05
AGGY WISDOMTREE TR261.8K shares-4.85%2025-12-312026-02-05
QGRW WISDOMTREE TR196.0K shares1.56%2025-12-312026-02-05
COP CONOCOPHILLIPS122.0K shares-0.32%2025-12-312026-02-05
ADSK AUTODESK INC38.4K shares-7.18%2025-12-312026-02-05
VEU VANGUARD INTL EQUITY INDEX F154.1K shares37.79%2025-12-312026-02-05
JCPB J P MORGAN EXCHANGE TRADED F238.6K sharesnew addition2025-12-312026-02-05
SPYG SPDR SERIES TRUST105.6K shares2.24%2025-12-312026-02-05
LEN LENNAR CORP108.2K shares-2.33%2025-12-312026-02-05
MGA MAGNA INTL INC208.1K shares-0.67%2025-12-312026-02-05
SCHD SCHWAB STRATEGIC TR402.1K shares1.86%2025-12-312026-02-05
VMBS VANGUARD SCOTTSDALE FDS231.7K shares1.71%2025-12-312026-02-05
UNP UNION PAC CORP47.1K shares-2.06%2025-12-312026-02-05
GILD GILEAD SCIENCES INC88.0K shares17.19%2025-12-312026-02-05
HDV ISHARES TR88.6K shares-0.29%2025-12-312026-02-05
LOW LOWES COS INC44.4K shares-0.89%2025-12-312026-02-05
MUB ISHARES TR99.1K shares21.91%2025-12-312026-02-05
FBND FIDELITY MERRIMACK STR TR230.0K shares9.70%2025-12-312026-02-05
CME CME GROUP INC38.6K shares25.51%2025-12-312026-02-05
PVAL PUTNAM ETF TRUST228.3K shares5.73%2025-12-312026-02-05
XLC SELECT SECTOR SPDR TR88.0K shares-5.65%2025-12-312026-02-05
MCK MCKESSON CORP12.6K shares4.23%2025-12-312026-02-05
DG DOLLAR GEN CORP NEW76.8K shares-29.26%2025-12-312026-02-05
USB US BANCORP DEL190.5K shares-1.49%2025-12-312026-02-05
SECT NORTHERN LTS FD TR IV157.3K shares3.51%2025-12-312026-02-05
SPGI S&P GLOBAL INC19.4K shares-6.22%2025-12-312026-02-05
GOVT ISHARES TR439.6K shares6.82%2025-12-312026-02-05
XLG INVESCO EXCHANGE TRADED FD T169.3K shares2.72%2025-12-312026-02-05
IJH ISHARES TR151.5K shares10.67%2025-12-312026-02-05
BKNG BOOKING HOLDINGS INC1.9K shares-13.38%2025-12-312026-02-05
WELL WELLTOWER INC53.2K shares4.75%2025-12-312026-02-05
TXN TEXAS INSTRS INC56.6K shares7.54%2025-12-312026-02-05
DHR DANAHER CORPORATION42.9K shares7.40%2025-12-312026-02-05
VYMI VANGUARD WHITEHALL FDS109.1K shares-3.23%2025-12-312026-02-05
EMB ISHARES TR101.4K shares4.18%2025-12-312026-02-05
HON HONEYWELL INTL INC50.0K shares-0.71%2025-12-312026-02-05
TAFI AB ACTIVE ETFS INC386.0K shares-9.15%2025-12-312026-02-05
IJR ISHARES TR80.6K shares53.80%2025-12-312026-02-05
IWD ISHARES TR46.0K shares22.03%2025-12-312026-02-05
BLV VANGUARD BD INDEX FDS138.9K shares1.35%2025-12-312026-02-05
IAGG ISHARES TR192.1K shares2.18%2025-12-312026-02-05
GE AEROSPACE GE AEROSPACE31.1K shares-6.96%2025-12-312026-02-05
CAT CATERPILLAR INC16.5K shares-12.92%2025-12-312026-02-05
SJNK SPDR SERIES TRUST367.8K shares-3.04%2025-12-312026-02-05
AEP AMERICAN ELEC PWR CO INC80.7K shares-1.40%2025-12-312026-02-05
XLV SELECT SECTOR SPDR TR59.9K shares-9.95%2025-12-312026-02-05
IEF ISHARES TR96.4K shares0.54%2025-12-312026-02-05
XLE SELECT SECTOR SPDR TR207.0K shares102.28%2025-12-312026-02-05
OALC UNIFIED SER TR259.3K shares-66.01%2025-12-312026-02-05
SDVY FIRST TR EXCHANGE-TRADED FD239.7K shares0.96%2025-12-312026-02-05
FCPI FIDELITY COVINGTON TRUST184.1K shares-2.59%2025-12-312026-02-05
PANW PALO ALTO NETWORKS INC49.3K shares-7.13%2025-12-312026-02-05
ROL ROLLINS INC150.9K shares-11.89%2025-12-312026-02-05
GJUN FIRST TR EXCHNG TRADED FD VI227.1K shares-10.68%2025-12-312026-02-05
IXUS ISHARES TR105.5K shares-13.98%2025-12-312026-02-05
PFE PFIZER INC356.8K shares-8.31%2025-12-312026-02-05
KLAC KLA CORP7.3K shares-5.28%2025-12-312026-02-05
ADBE ADOBE INC25.2K shares-16.66%2025-12-312026-02-05
ARW ARROW ELECTRS INC80.1K shares47.97%2025-12-312026-02-05
REGN REGENERON PHARMACEUTICALS11.4K shares-0.39%2025-12-312026-02-05
NOC NORTHROP GRUMMAN CORP15.2K shares-12.28%2025-12-312026-02-05
ILDR FIRST TR EXCHNG TRADED FD VI262.9K shares0.49%2025-12-312026-02-05
TSPA T ROWE PRICE ETF INC202.3K shares-9.10%2025-12-312026-02-05
SCHF SCHWAB STRATEGIC TR357.9K shares16.35%2025-12-312026-02-05
XLU SELECT SECTOR SPDR TR201.4K shares99.23%2025-12-312026-02-05
CMI CUMMINS INC16.5K shares25.90%2025-12-312026-02-05
FPE FIRST TR EXCH TRADED FD III460.7K shares1.59%2025-12-312026-02-05
GEV GE VERNOVA INC12.8K shares32.00%2025-12-312026-02-05
AMD ADVANCED MICRO DEVICES INC38.9K shares6.99%2025-12-312026-02-05
ESN NORTHERN LTS FD TR II485.1K shares16.87%2025-12-312026-02-05
LONZ PIMCO ETF TR164.7K shares-1.12%2025-12-312026-02-05
SO SOUTHERN CO94.3K shares6.41%2025-12-312026-02-05
PGR PROGRESSIVE CORP35.7K shares-1.53%2025-12-312026-02-05
CMCSA COMCAST CORP NEW271.7K shares-20.32%2025-12-312026-02-05
ZTS ZOETIS INC64.5K shares-27.26%2025-12-312026-02-05
IBDT ISHARES TR318.2K shares55.42%2025-12-312026-02-05
NVS NOVARTIS AG58.3K shares-0.34%2025-12-312026-02-05
FNOV FIRST TR EXCHNG TRADED FD VI146.4K shares1771.34%2025-12-312026-02-05
RECS COLUMBIA ETF TR I195.3K shares-6.55%2025-12-312026-02-05
DE DEERE & CO17.1K shares1.11%2025-12-312026-02-05
CRH PLC CRH PLC63.6K shares2.03%2025-12-312026-02-05
IBDR ISHARES TR326.6K shares54.18%2025-12-312026-02-05
SYK STRYKER CORPORATION22.5K shares-7.69%2025-12-312026-02-05
IBDS ISHARES TR322.4K shares57.58%2025-12-312026-02-05
FDD FIRST TR EXCHANGE-TRADED FD444.6K shares2.29%2025-12-312026-02-05
NVO NOVO-NORDISK A S152.7K shares-9.27%2025-12-312026-02-05
WMB WILLIAMS COS INC128.9K shares-12.26%2025-12-312026-02-05
FDEC FIRST TR EXCHNG TRADED FD VI151.1K shares19.60%2025-12-312026-02-05
VIGI VANGUARD WHITEHALL FDS84.1K shares-1.51%2025-12-312026-02-05
FOCT FIRST TR EXCHNG TRADED FD VI156.8K sharesnew addition2025-12-312026-02-05
SNPS SYNOPSYS INC16.3K shares-5.98%2025-12-312026-02-05
VFLO VICTORY PORTFOLIOS II194.6K shares-4.73%2025-12-312026-02-05
HEGD LISTED FDS TR303.4K shares1.77%2025-12-312026-02-05
SHW SHERWIN WILLIAMS CO23.5K shares-13.39%2025-12-312026-02-05
SMH VANECK ETF TRUST21.1K shares7.80%2025-12-312026-02-05
TFC TRUIST FINL CORP151.5K shares7.04%2025-12-312026-02-05
PYLD PIMCO ETF TR278.7K shares14.96%2025-12-312026-02-05
BUFR FIRST TR EXCHNG TRADED FD VI216.2K shares-9.29%2025-12-312026-02-05
FSEP FIRST TR EXCHNG TRADED FD VI143.1K shares-1.07%2025-12-312026-02-05
VOE VANGUARD INDEX FDS41.4K shares48.16%2025-12-312026-02-05
IDXX IDEXX LABS INC10.8K shares18.16%2025-12-312026-02-05
MO ALTRIA GROUP INC126.2K shares19.13%2025-12-312026-02-05
ECL ECOLAB INC27.5K shares-10.21%2025-12-312026-02-05
APP APPLOVIN CORP10.7K shares6.45%2025-12-312026-02-05
SGOV ISHARES TR71.2K shares46.68%2025-12-312026-02-05
QLTY GMO ETF TRUST185.7K sharesnew addition2025-12-312026-02-05
BSX BOSTON SCIENTIFIC CORP74.7K shares-3.63%2025-12-312026-02-05
VYM VANGUARD WHITEHALL FDS49.2K shares0.16%2025-12-312026-02-05
CLH CLEAN HARBORS INC29.9K shares3.46%2025-12-312026-02-05
CIEN CIENA CORP29.9K shares10.52%2025-12-312026-02-05
LVHI LEGG MASON ETF INVT189.7K shares2.19%2025-12-312026-02-05
GLW CORNING INC79.1K shares-4.65%2025-12-312026-02-05
JPST J P MORGAN EXCHANGE TRADED F136.9K shares29.42%2025-12-312026-02-05
FAUG FIRST TR EXCHNG TRADED FD VI130.6K shares-2.31%2025-12-312026-02-05
XLY SELECT SECTOR SPDR TR57.9K shares45.80%2025-12-312026-02-05
MU MICRON TECHNOLOGY INC24.1K shares-5.43%2025-12-312026-02-05
PAYX PAYCHEX INC61.3K shares28.79%2025-12-312026-02-05
SPTM SPDR SERIES TRUST83.2K shares-3.01%2025-12-312026-02-05
HLT HILTON WORLDWIDE HLDGS INC23.8K shares5.07%2025-12-312026-02-05
ETR ENTERGY CORP NEW73.0K shares-1.44%2025-12-312026-02-05
EMR EMERSON ELEC CO50.8K shares-8.03%2025-12-312026-02-05
ACWI ISHARES TR47.5K shares3.04%2025-12-312026-02-05
FJUL FIRST TR EXCHNG TRADED FD VI119.8K shares-2.91%2025-12-312026-02-05
XLP SELECT SECTOR SPDR TR85.8K shares0.82%2025-12-312026-02-05
APD AIR PRODS & CHEMS INC26.7K shares-18.08%2025-12-312026-02-05
IQLT ISHARES TR144.7K shares35.61%2025-12-312026-02-05
ABNB AIRBNB INC47.7K shares-14.21%2025-12-312026-02-05
IWM ISHARES TR26.2K shares-29.52%2025-12-312026-02-05
DON WISDOMTREE TR124.8K shares-3.71%2025-12-312026-02-05
SNY SANOFI SA132.7K shares13.14%2025-12-312026-02-05
CVS CVS HEALTH CORP81.0K shares-3.11%2025-12-312026-02-05
XSOE WISDOMTREE TR164.2K shares-7.64%2025-12-312026-02-05
IGV ISHARES TR60.0K shares-2.59%2025-12-312026-02-05
MSCI MSCI INC11.0K shares-17.05%2025-12-312026-02-05
CGGR CAPITAL GROUP GROWTH ETF141.4K shares21.42%2025-12-312026-02-05
TDY TELEDYNE TECHNOLOGIES INC12.3K shares-4.21%2025-12-312026-02-05
WM WASTE MGMT INC DEL28.5K shares-6.38%2025-12-312026-02-05
GDEC FIRST TR EXCHNG TRADED FD VI164.9K sharesnew addition2025-12-312026-02-05
VO VANGUARD INDEX FDS21.5K shares-4.92%2025-12-312026-02-05
PWR QUANTA SVCS INC14.7K shares6.72%2025-12-312026-02-05
DTD WISDOMTREE TR73.3K shares5.72%2025-12-312026-02-05
LMT LOCKHEED MARTIN CORP12.8K shares-13.22%2025-12-312026-02-05
AZO AUTOZONE INC1.8K shares-1.03%2025-12-312026-02-05
IDMO INVESCO EXCH TRADED FD TR II111.6K shares1.82%2025-12-312026-02-05
JVAL J P MORGAN EXCHANGE TRADED F126.3K shares-15.45%2025-12-312026-02-05
IQV IQVIA HLDGS INC27.5K shares-4.75%2025-12-312026-02-05
MAS MASCO CORP97.6K shares-8.04%2025-12-312026-02-05
SONY SONY GROUP CORP241.3K shares1.25%2025-12-312026-02-05
CDNS CADENCE DESIGN SYSTEM INC19.7K shares2.24%2025-12-312026-02-05
SGI SOMNIGROUP INTERNATIONAL INC68.8K shares5.84%2025-12-312026-02-05
VOX VANGUARD WORLD FD31.7K shares-7.52%2025-12-312026-02-05
ELV ELEVANCE HEALTH INC FORMERLY17.3K shares-7.28%2025-12-312026-02-05
GVI ISHARES TR56.5K shares15.01%2025-12-312026-02-05
PALC PACER FDS TR115.2K shares-13.69%2025-12-312026-02-05
PNFP PINNACLE FINL PARTNERS INC63.0K shares6.72%2025-12-312026-02-05
NDAQ NASDAQ INC61.8K shares29.12%2025-12-312026-02-05
MMM 3M CO37.4K shares-5.36%2025-12-312026-02-05
BTI BRITISH AMERN TOB PLC105.5K shares5.79%2025-12-312026-02-05
ICE INTERCONTINENTAL EXCHANGE IN36.8K shares-1.56%2025-12-312026-02-05
BR BROADRIDGE FINL SOLUTIONS IN26.5K shares-8.44%2025-12-312026-02-05
FAST FASTENAL CO147.2K shares-18.07%2025-12-312026-02-05
LKQ LKQ CORP194.4K shares11.15%2025-12-312026-02-05
USMV ISHARES TR62.3K shares-0.90%2025-12-312026-02-05
LPLA LPL FINL HLDGS INC16.3K shares-6.08%2025-12-312026-02-05
MDY SPDR S&P MIDCAP 400 ETF TR9.6K shares59.05%2025-12-312026-02-05
BABA ALIBABA GROUP HLDG LTD39.6K shares18.63%2025-12-312026-02-05
SCHE SCHWAB STRATEGIC TR176.7K shares-5.43%2025-12-312026-02-05
VDE VANGUARD WORLD FD45.9K shares5.31%2025-12-312026-02-05
MGV VANGUARD WORLD FD40.3K shares-0.13%2025-12-312026-02-05
EBAY EBAY INC.65.2K shares-17.31%2025-12-312026-02-05
IEI ISHARES TR47.0K shares4.30%2025-12-312026-02-05
IBIT ISHARES BITCOIN TRUST ETF112.7K shares89.44%2025-12-312026-02-05
MTGP WISDOMTREE TR125.6K shares-8.42%2025-12-312026-02-05
BDX BECTON DICKINSON & CO28.8K shares4.58%2025-12-312026-02-05
TRV TRAVELERS COMPANIES INC19.3K shares4.79%2025-12-312026-02-05
JKHY HENRY JACK & ASSOC INC30.6K shares16.48%2025-12-312026-02-05
FANG DIAMONDBACK ENERGY INC36.7K shares-11.16%2025-12-312026-02-05
CRWD CROWDSTRIKE HLDGS INC11.7K shares0.69%2025-12-312026-02-05
WRB BERKLEY W R CORP78.3K shares-13.37%2025-12-312026-02-05
SAP SAP SE22.5K shares-25.63%2025-12-312026-02-05
MPC MARATHON PETE CORP33.6K shares-2.00%2025-12-312026-02-05
CAH CARDINAL HEALTH INC26.5K shares-4.25%2025-12-312026-02-05
VTEI VANGUARD MUN BD FDS54.0K shares-3.25%2025-12-312026-02-05
ACWX ISHARES TR81.0K shares21.19%2025-12-312026-02-05
XSMO INVESCO EXCHANGE TRADED FD T75.4K shares3.31%2025-12-312026-02-05
CSX CSX CORP147.2K shares1.82%2025-12-312026-02-05
IMTM ISHARES TR111.2K shares4.86%2025-12-312026-02-05
LDUR PIMCO ETF TR55.4K shares-1.35%2025-12-312026-02-05
KHPI MANAGED PORTFOLIO SERIES206.4K shares18.07%2025-12-312026-02-05
EME EMCOR GROUP INC8.6K shares13.24%2025-12-312026-02-05
SCHP SCHWAB STRATEGIC TR198.8K shares21.18%2025-12-312026-02-05
XEL XCEL ENERGY INC71.3K shares5.32%2025-12-312026-02-05
ENB ENBRIDGE INC109.7K shares0.91%2025-12-312026-02-05
UNILEVER PLC UNILEVER PLC79.9K sharesnew addition2025-12-312026-02-05
FESM FIDELITY COVINGTON TRUST137.8K shares-22.36%2025-12-312026-02-05
SEIX VIRTUS ETF TR II222.3K shares9.65%2025-12-312026-02-05
HII HUNTINGTON INGALLS INDS INC15.2K shares-14.30%2025-12-312026-02-05
IBDV ISHARES TR233.6K shares2327.08%2025-12-312026-02-05
ZALT INNOVATOR ETFS TRUST157.2K shares-12.26%2025-12-312026-02-05
FLQL FRANKLIN TEMPLETON ETF TR73.8K shares58.23%2025-12-312026-02-05
EXPD EXPEDITORS INTL WASH INC34.3K shares1.98%2025-12-312026-02-05
NSC NORFOLK SOUTHN CORP17.6K shares-5.15%2025-12-312026-02-05
QTEC FIRST TR EXCHANGE-TRADED FD22.0K shares-8.58%2025-12-312026-02-05
IBKR INTERACTIVE BROKERS GROUP IN78.4K shares-12.15%2025-12-312026-02-05
DHI D R HORTON INC35.0K shares-5.45%2025-12-312026-02-05
JSI JANUS DETROIT STR TR95.0K shares11.93%2025-12-312026-02-05
AON PLC AON PLC14.0K shares-13.92%2025-12-312026-02-05
IBDU ISHARES TR209.4K shares112.50%2025-12-312026-02-05
KEX KIRBY CORP44.1K shares-22.67%2025-12-312026-02-05
GFEB FIRST TR EXCHNG TRADED FD VI116.8K shares-11.85%2025-12-312026-02-05
SPHQ INVESCO EXCHANGE TRADED FD T64.3K shares-12.81%2025-12-312026-02-05
CTA SIMPLIFY EXCHANGE TRADED FUN176.0K shares-15.51%2025-12-312026-02-05
BMY BRISTOL-MYERS SQUIBB CO88.9K shares-16.02%2025-12-312026-02-05
SCHX SCHWAB STRATEGIC TR178.1K shares-47.32%2025-12-312026-02-05
NEM NEWMONT CORP47.9K shares-6.78%2025-12-312026-02-05
ORLY OREILLY AUTOMOTIVE INC52.4K shares-2.61%2025-12-312026-02-05
JEPI J P MORGAN EXCHANGE TRADED F83.3K shares-23.87%2025-12-312026-02-05
GLDM WORLD GOLD TR55.8K shares-0.03%2025-12-312026-02-05
MDLZ MONDELEZ INTL INC87.6K shares-23.82%2025-12-312026-02-05
EVSM MORGAN STANLEY ETF TRUST93.0K shares-23.24%2025-12-312026-02-05
LNG CHENIERE ENERGY INC24.1K shares-7.88%2025-12-312026-02-05
HWM HOWMET AEROSPACE INC22.8K shares19.43%2025-12-312026-02-05
EMHY ISHARES INC115.8K shares-16.08%2025-12-312026-02-05
PDEC INNOVATOR ETFS TRUST107.6K shares-25.18%2025-12-312026-02-05
HYLB DBX ETF TR126.3K shares0.90%2025-12-312026-02-05
AJG GALLAGHER ARTHUR J & CO17.9K shares-16.91%2025-12-312026-02-05
UPS UNITED PARCEL SERVICE INC46.4K shares28.04%2025-12-312026-02-05
FJUN FIRST TR EXCHNG TRADED FD VI80.7K shares-10.96%2025-12-312026-02-05
IPKW INVESCO EXCH TRADED FD TR II82.7K shares-2.34%2025-12-312026-02-05
MSI MOTOROLA SOLUTIONS INC12.0K shares-14.48%2025-12-312026-02-05
NRG NRG ENERGY INC28.8K shares13.06%2025-12-312026-02-05
AMP AMERIPRISE FINL INC9.3K shares2.66%2025-12-312026-02-05
MLM MARTIN MARIETTA MATLS INC7.3K shares-3.65%2025-12-312026-02-05
PAUG INNOVATOR ETFS TRUST104.7K shares0.69%2025-12-312026-02-05
VHT VANGUARD WORLD FD15.7K shares39.36%2025-12-312026-02-05
CLOZ SERIES PORTFOLIOS TR170.0K shares-6.45%2025-12-312026-02-05
ALLW SSGA ACTIVE TR163.5K shares1.33%2025-12-312026-02-05
RIO RIO TINTO PLC56.1K shares22.70%2025-12-312026-02-05
BLES NORTHERN LTS FD TR IV103.4K shares4.93%2025-12-312026-02-05
DELL DELL TECHNOLOGIES INC35.4K shares128.84%2025-12-312026-02-05
BUFQ FIRST TR EXCHNG TRADED FD VI124.2K shares38.64%2025-12-312026-02-05
AIG AMERICAN INTL GROUP INC51.9K shares-5.06%2025-12-312026-02-05
SHEL SHELL PLC60.4K shares-3.77%2025-12-312026-02-05
CBRE CBRE GROUP INC27.5K shares-7.09%2025-12-312026-02-05
MGK VANGUARD WORLD FD10.7K shares-0.95%2025-12-312026-02-05
VCLT VANGUARD SCOTTSDALE FDS58.1K shares3.70%2025-12-312026-02-05
GRID FIRST TR EXCHANGE TRADED FD28.6K shares1579.85%2025-12-312026-02-05
VOT VANGUARD INDEX FDS15.7K shares-9.96%2025-12-312026-02-05
FCX FREEPORT-MCMORAN INC85.9K shares31.69%2025-12-312026-02-05
AMT AMERICAN TOWER CORP NEW24.8K shares-22.38%2025-12-312026-02-05
FTCS FIRST TR EXCHANGE-TRADED FD47.1K shares-0.08%2025-12-312026-02-05
MELI MERCADOLIBRE INC2.2K shares-24.52%2025-12-312026-02-05
OMF ONEMAIN HLDGS INC64.4K shares-4.43%2025-12-312026-02-05
LHX L3HARRIS TECHNOLOGIES INC14.8K shares77.93%2025-12-312026-02-05
SPOT SPOTIFY TECHNOLOGY S A7.5K shares-5.27%2025-12-312026-02-05
AIRR FIRST TR EXCHANGE TRADED FD44.1K shares374.40%2025-12-312026-02-05
MCO MOODYS CORP8.5K shares-29.15%2025-12-312026-02-05
CHKP CHECK POINT SOFTWARE TECH LT23.3K shares-1.79%2025-12-312026-02-05
BUFD FIRST TR EXCHNG TRADED FD VI152.9K shares25.64%2025-12-312026-02-05
NKE NIKE INC67.7K shares-6.49%2025-12-312026-02-05
VPU VANGUARD WORLD FD23.3K shares-12.62%2025-12-312026-02-05
FIX COMFORT SYS USA INC4.6K shares3.78%2025-12-312026-02-05
USPX FRANKLIN TEMPLETON ETF TR71.5K shares68.41%2025-12-312026-02-05
MUFG MITSUBISHI UFJ FINL GROUP IN268.2K shares7.48%2025-12-312026-02-05
ULTA ULTA BEAUTY INC7.0K shares42.69%2025-12-312026-02-05
GSK PLC GSK PLC86.3K shares-13.58%2025-12-312026-02-05
FVD FIRST TR EXCHANGE-TRADED FD91.6K shares-22.03%2025-12-312026-02-05
FLRN SPDR SERIES TRUST136.9K shares908.15%2025-12-312026-02-05
TSCO TRACTOR SUPPLY CO84.1K shares-7.78%2025-12-312026-02-05
PRU PRUDENTIAL FINL INC36.7K shares0.01%2025-12-312026-02-05
VCSH VANGUARD SCOTTSDALE FDS51.5K shares-23.80%2025-12-312026-02-05
BC BRUNSWICK CORP55.1K shares4.73%2025-12-312026-02-05
FLCB FRANKLIN TEMPLETON ETF TR188.7K shares8.32%2025-12-312026-02-05
CFIT CAMBRIA ETF TR161.9K shares-2.98%2025-12-312026-02-05
YUM YUM BRANDS INC26.8K shares-1.95%2025-12-312026-02-05
BSCU INVESCO EXCH TRD SLF IDX FD239.8K shares14.37%2025-12-312026-02-05
OUNZ VANECK MERK GOLD ETF97.7K shares-3.35%2025-12-312026-02-05
BSCT INVESCO EXCH TRD SLF IDX FD214.6K shares15.10%2025-12-312026-02-05
SPG SIMON PPTY GROUP INC NEW21.7K shares-5.15%2025-12-312026-02-05
BSJS INVESCO EXCH TRD SLF IDX FD181.1K shares16.17%2025-12-312026-02-05
D DOMINION ENERGY INC67.7K shares8.37%2025-12-312026-02-05
URI UNITED RENTALS INC4.9K shares0.74%2025-12-312026-02-05
TGT TARGET CORP40.4K shares25.71%2025-12-312026-02-05
USMF WISDOMTREE TR76.7K shares-7.17%2025-12-312026-02-05
IGF ISHARES TR63.9K shares11.82%2025-12-312026-02-05
KKR & CO INC KKR & CO INC30.8K shares15.48%2025-12-312026-02-05
VLO VALERO ENERGY CORP24.0K shares-1.31%2025-12-312026-02-05
TDIV FIRST TR EXCHANGE TRADED FD40.3K shares-1.38%2025-12-312026-02-05
HOOD ROBINHOOD MKTS INC34.4K shares3.49%2025-12-312026-02-05
BOXX EA SERIES TRUST33.7K shares40.30%2025-12-312026-02-05
ATO ATMOS ENERGY CORP23.1K shares6.06%2025-12-312026-02-05
ITW ILLINOIS TOOL WKS INC15.5K shares-12.35%2025-12-312026-02-05
ROE EA SERIES TRUST108.4K shares-3.20%2025-12-312026-02-05
VTEB VANGUARD MUN BD FDS75.9K shares1.01%2025-12-312026-02-05
BSCS INVESCO EXCH TRD SLF IDX FD185.1K shares17.19%2025-12-312026-02-05
CTVA CORTEVA INC56.6K shares-2.13%2025-12-312026-02-05
SHV ISHARES TR34.3K shares-7.76%2025-12-312026-02-05
BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-02-05
OMC OMNICOM GROUP INC46.6K shares10.61%2025-12-312026-02-05
FTEC FIDELITY COVINGTON TRUST16.7K shares-8.71%2025-12-312026-02-05
GWW WW GRAINGER INC3.7K shares-4.93%2025-12-312026-02-05
VPL VANGUARD INTL EQUITY INDEX F41.5K shares-4.95%2025-12-312026-02-05
CEG CONSTELLATION ENERGY CORP10.6K shares30.72%2025-12-312026-02-05
SPSM SPDR SERIES TRUST79.8K shares9.12%2025-12-312026-02-05
IQDG WISDOMTREE TR90.0K shares3.12%2025-12-312026-02-05
VOOG VANGUARD ADMIRAL FDS INC8.3K shares6.68%2025-12-312026-02-05
GDE WISDOMTREE TR59.7K shares139.13%2025-12-312026-02-05
COWZ PACER FDS TR60.9K shares-16.65%2025-12-312026-02-05
ACIO ETF SER SOLUTIONS83.2K shares15.09%2025-12-312026-02-05
OAEM UNIFIED SER TR99.3K shares-55.48%2025-12-312026-02-05
BUFX FIRST TR EXCHNG TRADED FD VI171.1K shares30.95%2025-12-312026-02-05
ALLE ALLEGION PLC22.8K shares-10.91%2025-12-312026-02-05
SPTL SPDR SERIES TRUST136.9K shares-2.76%2025-12-312026-02-05
JBND J P MORGAN EXCHANGE TRADED F67.0K shares-10.10%2025-12-312026-02-05
EQIX EQUINIX INC4.7K shares-14.04%2025-12-312026-02-05
EEMA ISHARES INC38.1K shares-6.83%2025-12-312026-02-05
BSCR INVESCO EXCH TRD SLF IDX FD181.5K shares16.92%2025-12-312026-02-05
RF REGIONS FINANCIAL CORP NEW131.8K shares413.16%2025-12-312026-02-05
FLEX FLEX LTD59.0K shares-21.33%2025-12-312026-02-05
PPL PPL CORP101.6K shares8.79%2025-12-312026-02-05
CTAS CINTAS CORP18.9K shares16.93%2025-12-312026-02-05
INSM INSMED INC20.4K shares-4.80%2025-12-312026-02-05
RB GLOBAL INC RB GLOBAL INC34.4K shares49.83%2025-12-312026-02-05
FTA FIRST TR EXCHANGE-TRADED ALP41.0K shares-2.24%2025-12-312026-02-05
VMC VULCAN MATLS CO12.3K shares54.12%2025-12-312026-02-05
HQY HEALTHEQUITY INC38.3K shares1.44%2025-12-312026-02-05
PYPL PAYPAL HLDGS INC59.9K shares-29.41%2025-12-312026-02-05
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available