The Analysis of AXXCESS WEALTH MANAGEMENT, LLC's Holdings


Currently, AXXCESS WEALTH MANAGEMENT, LLC holds 1042 types of securities in its portfolio with a total value $25.9B. In the most recent quarter, they have increased their positions in AAPL (+11.3M shares, valued at $2.9B), MSFT (+4.6M shares, valued at $2.2B), NVDA (+9.0M shares, valued at $1.7B); decreased their positions in TFLO (-342.8K shares, valued at $17.3M), GDX (-42.4K shares, valued at $3.6M), UPRO (-9.4K shares, valued at $1.1M); initiated new positions in IYW (+206.3K shares, valued at $41.2M), EMXC (+401.4K shares, valued at $29.2M), CLOI (+257.2K shares, valued at $13.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC11.8M shares2039.55%2025-12-312026-02-06history
MSFT MICROSOFT CORP4.8M shares2168.00%2025-12-312026-02-06history
NVDA NVIDIA CORPORATION9.5M shares1599.43%2025-12-312026-02-06history
AMZN AMAZON COM INC5.4M shares1707.00%2025-12-312026-02-06history
ALPHABET INC ALPHABET INC3.0M shares1406.62%2025-12-312026-02-06history
BROADCOM INC BROADCOM INC2.2M shares1098.52%2025-12-312026-02-06history
VANGUARD INDEX FDS VANGUARD INDEX FDS944.7K shares2056.11%2025-12-312026-02-06history
IVV ISHARES TR777.2K shares2977.54%2025-12-312026-02-06history
Sponsored
ALPHABET INC ALPHABET INC1.8M shares1658.61%2025-12-312026-02-06history
JPM JPMORGAN CHASE & CO.1.4M shares941.52%2025-12-312026-02-06history
META META PLATFORMS INC637.0K shares991.90%2025-12-312026-02-06history
TSLA TESLA INC924.0K shares1324.12%2025-12-312026-02-06history
JPST J P MORGAN EXCHANGE TRADED F7.8M shares568.49%2025-12-312026-02-06history
SPY SPDR S&P 500 ETF TR665.1K shares1217.87%2025-12-312026-02-06history
AGG ISHARES TR3.5M shares90.78%2025-12-312026-02-06history
INVESCO QQQ TR INVESCO QQQ TR561.7K shares1216.86%2025-12-312026-02-06history
Sponsored
WMT WALMART INC3.0M shares1061.76%2025-12-312026-02-06history
VV VANGUARD INDEX FDS1.1M shares0.96%2025-12-312026-02-06history
SGOV ISHARES TR3.3M shares379.30%2025-12-312026-02-06history
VTI VANGUARD INDEX FDS828.3K shares1590.91%2025-12-312026-02-06history
GLD SPDR GOLD TR504.5K shares1158.45%2025-12-312026-02-06history
LLY ELI LILLY & CO186.9K shares792.68%2025-12-312026-02-06history
NFLX NETFLIX INC2.0M shares7744.12%2025-12-312026-02-06history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T972.8K shares5593.66%2025-12-312026-02-06history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC1.0M shares904.32%2025-12-312026-02-06history
IEFA ISHARES TR1.9M shares1401.63%2025-12-312026-02-06history
V VISA INC477.2K shares790.78%2025-12-312026-02-06history
BIL SPDR SERIES TRUST1.8M shares99.10%2025-12-312026-02-06history
CGDV CAPITAL GROUP DIVIDEND VALUE3.5M shares448.89%2025-12-312026-02-06history
RWL INVESCO EXCH TRADED FD TR II1.3M shares1242.08%2025-12-312026-02-06history
IJH ISHARES TR2.3M shares150.01%2025-12-312026-02-06history
XLK SELECT SECTOR SPDR TR1.0M shares3077.75%2025-12-312026-02-06history
Sponsored
ORCL ORACLE CORP671.5K shares870.00%2025-12-312026-02-06history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL254.4K shares596.63%2025-12-312026-02-06history
COST COSTCO WHSL CORP NEW144.8K shares853.48%2025-12-312026-02-06history
ABBV ABBVIE INC533.0K shares613.43%2025-12-312026-02-06history
SPDW SPDR INDEX SHS FDS2.6M shares27.79%2025-12-312026-02-06history
HD HOME DEPOT INC323.2K shares587.33%2025-12-312026-02-06history
GSLC GOLDMAN SACHS ETF TR822.6K shares208.14%2025-12-312026-02-06history
IDEV ISHARES TR1.3M shares1.93%2025-12-312026-02-06history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS363.2K shares757.34%2025-12-312026-02-06history
QQQM INVESCO EXCH TRADED FD TR II416.6K shares563.94%2025-12-312026-02-06history
JNJ JOHNSON & JOHNSON503.0K shares478.15%2025-12-312026-02-06history
VGSH VANGUARD SCOTTSDALE FDS1.7M shares488.17%2025-12-312026-02-06history
XOM EXXON MOBIL CORP815.7K shares454.54%2025-12-312026-02-06history
EFA ISHARES TR1.0M shares6787.40%2025-12-312026-02-06history
VEA VANGUARD TAX-MANAGED FDS1.5M shares414.44%2025-12-312026-02-06history
IJR ISHARES TR789.8K shares102.26%2025-12-312026-02-06history
Sponsored
VO VANGUARD INDEX FDS295.6K shares16.50%2025-12-312026-02-06history
PG PROCTER AND GAMBLE CO579.3K shares525.55%2025-12-312026-02-06history
GSY INVESCO ACTIVELY MANAGED EXC1.6M shares64.51%2025-12-312026-02-06history
VGT VANGUARD WORLD FD97.9K shares2266.72%2025-12-312026-02-06history
MGK VANGUARD WORLD FD176.6K shares2997.05%2025-12-312026-02-06history
ISHARES GOLD TR ISHARES GOLD TR871.4K shares2.42%2025-12-312026-02-06history
SPYG SPDR SERIES TRUST636.2K shares1062.15%2025-12-312026-02-06history
VB VANGUARD INDEX FDS259.0K shares79.46%2025-12-312026-02-06history
Sponsored
ABT ABBOTT LABS527.0K shares276.41%2025-12-312026-02-06history
BAC BANK AMERICA CORP1.1M shares410.72%2025-12-312026-02-06history
MCD MCDONALDS CORP202.5K shares770.68%2025-12-312026-02-06history
PBUS INVESCO EXCH TRADED FD TR II897.8K shares41.63%2025-12-312026-02-06history
TSM TAIWAN SEMICONDUCTOR MFG LTD204.8K shares724.32%2025-12-312026-02-06history
IWF ISHARES TR128.7K shares579.68%2025-12-312026-02-06history
KO COCA COLA CO870.1K shares547.79%2025-12-312026-02-06history
VTC VANGUARD SCOTTSDALE FDS772.5K shares6.37%2025-12-312026-02-06history
Sponsored
COWZ PACER FDS TR991.0K shares4.07%2025-12-312026-02-06history
CGGR CAPITAL GROUP GROWTH ETF1.3M shares261.21%2025-12-312026-02-06history
CSCO CISCO SYS INC742.1K shares449.82%2025-12-312026-02-06history
VWO VANGUARD INTL EQUITY INDEX F1.1M shares43.72%2025-12-312026-02-06history
VCSH VANGUARD SCOTTSDALE FDS692.5K shares779.84%2025-12-312026-02-06history
CIBR FIRST TR EXCHANGE TRADED FD765.9K shares12.28%2025-12-312026-02-06history
MA MASTERCARD INCORPORATED94.9K shares598.72%2025-12-312026-02-06history
AMD ADVANCED MICRO DEVICES INC250.3K shares726.97%2025-12-312026-02-06history
Sponsored
PPA INVESCO EXCHANGE TRADED FD T337.8K shares1.26%2025-12-312026-02-06history
CAT CATERPILLAR INC91.8K shares320.72%2025-12-312026-02-06history
VTV VANGUARD INDEX FDS270.3K shares430.58%2025-12-312026-02-06history
VZ VERIZON COMMUNICATIONS INC1.3M shares611.08%2025-12-312026-02-06history
PEP PEPSICO INC354.3K shares409.21%2025-12-312026-02-06history
TFLO ISHARES TR998.7K shares-25.55%2025-12-312026-02-06history
DDWM WISDOMTREE TR1.2M shares4.13%2025-12-312026-02-06history
VUG VANGUARD INDEX FDS102.6K shares668.23%2025-12-312026-02-06history
Sponsored
IWM ISHARES TR203.1K shares486.63%2025-12-312026-02-06history
TMO THERMO FISHER SCIENTIFIC INC85.9K shares215.93%2025-12-312026-02-06history
PAVE GLOBAL X FDS1.0M shares3.80%2025-12-312026-02-06history
SPEM SPDR INDEX SHS FDS1.0M shares44.72%2025-12-312026-02-06history
IBIT ISHARES BITCOIN TRUST ETF891.9K shares525.98%2025-12-312026-02-06history
QCOM QUALCOMM INC254.4K shares684.03%2025-12-312026-02-06history
APH AMPHENOL CORP NEW315.5K shares464.56%2025-12-312026-02-06history
VYM VANGUARD WHITEHALL FDS296.8K shares3723.88%2025-12-312026-02-06history
Sponsored
IYW ISHARES TR206.3K sharesnew addition2025-12-312026-02-06history
SPYV SPDR SERIES TRUST719.8K shares275.13%2025-12-312026-02-06history
AVUS AMERICAN CENTY ETF TR359.0K shares283.40%2025-12-312026-02-06history
WFC WELLS FARGO CO NEW430.0K shares496.43%2025-12-312026-02-06history
SPMO INVESCO EXCH TRADED FD TR II333.8K shares121.30%2025-12-312026-02-06history
CENCORA INC CENCORA INC117.0K shares1086.13%2025-12-312026-02-06history
TLT ISHARES TR452.3K shares283.32%2025-12-312026-02-06history
MUB ISHARES TR367.6K shares79.91%2025-12-312026-02-06history
Sponsored
IEMG ISHARES INC577.4K shares335.84%2025-12-312026-02-06history
USHY ISHARES TR1.0M shares11.68%2025-12-312026-02-06history
NEE NEXTERA ENERGY INC468.7K shares341.50%2025-12-312026-02-06history
NEAR ISHARES U S ETF TR715.8K shares269.22%2025-12-312026-02-06history
ADP AUTOMATIC DATA PROCESSING IN138.5K shares318.96%2025-12-312026-02-06history
CVX CHEVRON CORP NEW232.1K shares257.25%2025-12-312026-02-06history
RTX RTX CORPORATION192.5K shares249.93%2025-12-312026-02-06history
LOW LOWES COS INC145.4K shares713.26%2025-12-312026-02-06history
Sponsored
SPTL SPDR SERIES TRUST1.3M shares1249.51%2025-12-312026-02-06history
IEI ISHARES TR286.8K shares257.62%2025-12-312026-02-06history
VHT VANGUARD WORLD FD118.6K shares2388.28%2025-12-312026-02-06history
MERCK & CO INC MERCK & CO INC329.2K shares402.36%2025-12-312026-02-06history
MS MORGAN STANLEY187.7K shares202.49%2025-12-312026-02-06history
DFAC DIMENSIONAL ETF TRUST830.9K shares454.53%2025-12-312026-02-06history
AVIG AMERICAN CENTY ETF TR778.7K shares244.33%2025-12-312026-02-06history
GE AEROSPACE GE AEROSPACE102.4K shares470.61%2025-12-312026-02-06history
Sponsored
SCHD SCHWAB STRATEGIC TR1.1M shares70.53%2025-12-312026-02-06history
SDVY FIRST TR EXCHANGE-TRADED FD806.3K shares4508.13%2025-12-312026-02-06history
UNH UNITEDHEALTH GROUP INC92.4K shares405.41%2025-12-312026-02-06history
GS GOLDMAN SACHS GROUP INC33.9K shares140.00%2025-12-312026-02-06history
EMXC ISHARES INC401.4K sharesnew addition2025-12-312026-02-06history
EATON CORP PLC EATON CORP PLC88.8K shares755.40%2025-12-312026-02-06history
BLACKSTONE INC BLACKSTONE INC181.2K shares224.78%2025-12-312026-02-06history
PM PHILIP MORRIS INTL INC171.8K shares443.23%2025-12-312026-02-06history
Sponsored
DFAI DIMENSIONAL ETF TRUST711.8K shares3686.80%2025-12-312026-02-06history
SLV ISHARES SILVER TR398.4K shares449.66%2025-12-312026-02-06history
DFUS DIMENSIONAL ETF TRUST336.1K shares228.31%2025-12-312026-02-06history
ARKK ARK ETF TR323.6K shares377.13%2025-12-312026-02-06history
XLF SELECT SECTOR SPDR TR452.4K shares1715.66%2025-12-312026-02-06history
ESGU ISHARES TR164.7K shares1064.26%2025-12-312026-02-06history
DBMF LITMAN GREGORY FDS TR870.5K shares107.03%2025-12-312026-02-06history
SPYM SPDR SERIES TRUST304.3K shares204.02%2025-12-312026-02-06history
Sponsored
BLACKROCK INC BLACKROCK INC22.0K shares532.32%2025-12-312026-02-06history
UPRO PROSHARES TR198.1K shares-4.54%2025-12-312026-02-06history
IGSB ISHARES TR426.3K shares244.17%2025-12-312026-02-06history
INTU INTUIT33.8K shares371.87%2025-12-312026-02-06history
XLC SELECT SECTOR SPDR TR187.6K shares2043.39%2025-12-312026-02-06history
LAM RESEARCH CORP LAM RESEARCH CORP127.2K shares830.52%2025-12-312026-02-06history
BUFD FIRST TR EXCHNG TRADED FD VI768.9K shares6.80%2025-12-312026-02-06history
JBND J P MORGAN EXCHANGE TRADED F401.0K shares153.13%2025-12-312026-02-06history
Sponsored
GTO INVESCO ACTIVELY MANAGED EXC449.1K shares385.61%2025-12-312026-02-06history
BND VANGUARD BD INDEX FDS286.2K shares1.68%2025-12-312026-02-06history
AVDE AMERICAN CENTY ETF TR256.5K shares676.92%2025-12-312026-02-06history
HON HONEYWELL INTL INC107.6K shares274.46%2025-12-312026-02-06history
LMBS FIRST TR EXCHANGE-TRADED FD415.9K shares1602.62%2025-12-312026-02-06history
GEV GE VERNOVA INC31.8K shares384.42%2025-12-312026-02-06history
JMST J P MORGAN EXCHANGE TRADED F406.6K shares43.02%2025-12-312026-02-06history
BA BOEING CO95.0K shares324.90%2025-12-312026-02-06history
Sponsored
DFIV DIMENSIONAL ETF TRUST405.6K shares831.95%2025-12-312026-02-06history
MU MICRON TECHNOLOGY INC70.1K shares452.47%2025-12-312026-02-06history
EEM ISHARES TR332.8K shares8090.84%2025-12-312026-02-06history
XLE SELECT SECTOR SPDR TR405.4K shares1551.52%2025-12-312026-02-06history
VIG VANGUARD SPECIALIZED FUNDS82.4K shares427.08%2025-12-312026-02-06history
ASML ASML HOLDING N V16.8K shares381.81%2025-12-312026-02-06history
WM WASTE MGMT INC DEL80.1K shares513.97%2025-12-312026-02-06history
CMI CUMMINS INC34.4K shares99.86%2025-12-312026-02-06history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F299.2K shares87.24%2025-12-312026-02-06history
AMGN AMGEN INC51.9K shares211.76%2025-12-312026-02-06history
XMMO INVESCO EXCHANGE TRADED FD T122.2K shares1552.91%2025-12-312026-02-06history
FIXD FIRST TR EXCHNG TRADED FD VI377.2K shares202.45%2025-12-312026-02-06history
AVUV AMERICAN CENTY ETF TR162.9K shares302.89%2025-12-312026-02-06history
VXUS VANGUARD STAR FDS219.3K shares648.37%2025-12-312026-02-06history
FBND FIDELITY MERRIMACK STR TR356.6K shares59.75%2025-12-312026-02-06history
CARY ANGEL OAK FUNDS TRUST777.3K shares106.13%2025-12-312026-02-06history
Sponsored
T AT&T INC642.0K shares325.46%2025-12-312026-02-06history
DFAT DIMENSIONAL ETF TRUST266.7K shares353.57%2025-12-312026-02-06history
BRK.A BERKSHIRE HATHAWAY INC DEL21 shares600.00%2025-12-312026-02-06history
HYMB SPDR SERIES TRUST630.8K shares8.92%2025-12-312026-02-06history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW132.7K shares273.08%2025-12-312026-02-06history
LINDE PLC LINDE PLC36.2K shares124.70%2025-12-312026-02-06history
ADI ANALOG DEVICES INC55.8K shares5713.65%2025-12-312026-02-06history
XLV SELECT SECTOR SPDR TR95.5K shares930.20%2025-12-312026-02-06history
Sponsored
AEP AMERICAN ELEC PWR CO INC128.2K shares214.93%2025-12-312026-02-06history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND54.5K shares126.31%2025-12-312026-02-06history
BR BROADRIDGE FINL SOLUTIONS IN64.6K shares135.80%2025-12-312026-02-06history
BOND PIMCO ETF TR154.2K shares4079.83%2025-12-312026-02-06history
AMAT APPLIED MATLS INC55.2K shares75.41%2025-12-312026-02-06history
TXN TEXAS INSTRS INC81.7K shares497.03%2025-12-312026-02-06history
AVEM AMERICAN CENTY ETF TR183.4K shares354.19%2025-12-312026-02-06history
EVR EVERCORE INC41.4K shares105.00%2025-12-312026-02-06history
Sponsored
HWM HOWMET AEROSPACE INC68.4K shares537.61%2025-12-312026-02-06history
SCHX SCHWAB STRATEGIC TR517.8K shares279.72%2025-12-312026-02-06history
USFR WISDOMTREE TR274.5K shares-1.25%2025-12-312026-02-06history
SCHB SCHWAB STRATEGIC TR526.4K shares175.92%2025-12-312026-02-06history
CLOI VANECK ETF TRUST257.2K sharesnew addition2025-12-312026-02-06history
OMFL INVESCO EXCH TRD SLF IDX FD212.0K shares270.02%2025-12-312026-02-06history
HYG ISHARES TR160.3K shares1350.11%2025-12-312026-02-06history
CHCO CITY HLDG CO108.3K shares-0.29%2025-12-312026-02-06history
Sponsored
AVLV AMERICAN CENTY ETF TR168.2K shares257.31%2025-12-312026-02-06history
XLSR SSGA ACTIVE TR203.1K shares137.04%2025-12-312026-02-06history
ALL ALLSTATE CORP60.5K shares1343.52%2025-12-312026-02-06history
RDVY FIRST TR EXCHANGE TRADED FD178.7K shares145.31%2025-12-312026-02-06history
VRT VERTIV HOLDINGS CO75.5K shares332.90%2025-12-312026-02-06history
CITIGROUP INC CITIGROUP INC103.9K shares81.76%2025-12-312026-02-06history
IWR ISHARES TR124.3K sharesnew addition2025-12-312026-02-06history
AFIF TWO RDS SHARED TR1.3M sharesnew addition2025-12-312026-02-06history
Sponsored
MOAT VANECK ETF TRUST113.6K shares667.30%2025-12-312026-02-06history
WULF TERAWULF INC1.0M shares0.00%2025-12-312026-02-06history
FISR SSGA ACTIVE TR440.3K shares280.55%2025-12-312026-02-06history
TJX TJX COS INC NEW74.2K sharesnew addition2025-12-312026-02-06history
APP APPLOVIN CORP16.7K shares45.28%2025-12-312026-02-06history
CMF ISHARES TR195.9K sharesnew addition2025-12-312026-02-06history
WTV WISDOMTREE TR119.1K shares-2.62%2025-12-312026-02-06history
NOBL PROSHARES TR105.4K shares300.59%2025-12-312026-02-06history
Sponsored
CRM SALESFORCE INC41.2K shares299.97%2025-12-312026-02-06history
SPSM SPDR SERIES TRUST232.5K shares210.92%2025-12-312026-02-06history
XLI SELECT SECTOR SPDR TR70.0K shares745.86%2025-12-312026-02-06history
EAGG ISHARES TR226.8K shares125.96%2025-12-312026-02-06history
FTGC FIRST TR EXCHANGE TRAD FD VI466.0K shares68.46%2025-12-312026-02-06history
EMR EMERSON ELEC CO81.1K shares86.89%2025-12-312026-02-06history
BK BANK NEW YORK MELLON CORP92.4K shares282.63%2025-12-312026-02-06history
AVSF AMERICAN CENTY ETF TR223.3K shares271.28%2025-12-312026-02-06history
Sponsored
SYK STRYKER CORPORATION29.5K shares515.98%2025-12-312026-02-06history
JEPQ J P MORGAN EXCHANGE TRADED F177.9K shares109.57%2025-12-312026-02-06history
PROSHARES TR PROSHARES TR284.2K shares14.56%2025-12-312026-02-06history
PFE PFIZER INC408.8K shares100.88%2025-12-312026-02-06history
CGXU CAPITAL GROUP INTL FOCUS EQT343.9K shares390.55%2025-12-312026-02-06history
UNP UNION PAC CORP43.8K shares91.78%2025-12-312026-02-06history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T149.2K shares212.24%2025-12-312026-02-06history
CRWD CROWDSTRIKE HLDGS INC21.3K shares414.67%2025-12-312026-02-06history
Sponsored
SMMU PIMCO ETF TR197.3K shares67.78%2025-12-312026-02-06history
DIS DISNEY WALT CO86.9K shares29.17%2025-12-312026-02-06history
VNQ VANGUARD INDEX FDS109.9K shares669.14%2025-12-312026-02-06history
APLU ALLSPRING EXCHANGE TRADED FU381.8K sharesnew addition2025-12-312026-02-06history
DFAS DIMENSIONAL ETF TRUST134.6K shares426.88%2025-12-312026-02-06history
XLY SELECT SECTOR SPDR TR76.6K shares2382.18%2025-12-312026-02-06history
CGGO CAPITAL GROUP GBL GROWTH EQT263.0K shares104.28%2025-12-312026-02-06history
SHY ISHARES TR109.7K shares35.29%2025-12-312026-02-06history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F122.5K shares137.97%2025-12-312026-02-06history
UCON FIRST TR EXCHNG TRADED FD VI357.1K sharesnew addition2025-12-312026-02-06history
SSO PROSHARES TR153.8K shares5.96%2025-12-312026-02-06history
JMUB J P MORGAN EXCHANGE TRADED F175.4K shares118.78%2025-12-312026-02-06history
ITW ILLINOIS TOOL WKS INC35.7K shares247.96%2025-12-312026-02-06history
IWY ISHARES TR31.6K shares47.43%2025-12-312026-02-06history
GLTR ABRDN PRECIOUS METALS BASKET42.2K shares46.44%2025-12-312026-02-06history
COF CAPITAL ONE FINL CORP35.5K shares148.57%2025-12-312026-02-06history
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SCHF SCHWAB STRATEGIC TR352.2K shares120.90%2025-12-312026-02-06history
QVML INVESCO EXCH TRADED FD TR II208.5K shares99.42%2025-12-312026-02-06history
FLXR TCW ETF TRUST208.6K shares110.61%2025-12-312026-02-06history
BSX BOSTON SCIENTIFIC CORP85.2K shares593.84%2025-12-312026-02-06history
PNC PNC FINL SVCS GROUP INC38.7K shares372.27%2025-12-312026-02-06history
CLOB VANECK ETF TRUST158.5K sharesnew addition2025-12-312026-02-06history
QQEW FIRST TR EXCHANGE-TRADED FD56.5K sharesnew addition2025-12-312026-02-06history
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HOOD ROBINHOOD MKTS INC71.0K shares155.83%2025-12-312026-02-06history
CAH CARDINAL HEALTH INC38.5K shares217.11%2025-12-312026-02-06history
JPIE J P MORGAN EXCHANGE TRADED F170.1K shares96.40%2025-12-312026-02-06history
ESGD ISHARES TR82.5K shares104.56%2025-12-312026-02-06history
TFC TRUIST FINL CORP158.4K shares77.17%2025-12-312026-02-06history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP23.0K shares185.35%2025-12-312026-02-06history
ACGL ARCH CAP GROUP LTD80.5K shares8.81%2025-12-312026-02-06history
WCMI FIRST TR EXCHANGE-TRADED FD453.2K shares6.92%2025-12-312026-02-06history
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COP CONOCOPHILLIPS82.2K shares84.37%2025-12-312026-02-06history
DFAX DIMENSIONAL ETF TRUST234.1K shares295.88%2025-12-312026-02-06history
SCHW SCHWAB CHARLES CORP75.4K shares403.26%2025-12-312026-02-06history
UBER UBER TECHNOLOGIES INC91.1K shares403.25%2025-12-312026-02-06history
LHX L3HARRIS TECHNOLOGIES INC25.3K shares146.65%2025-12-312026-02-06history
XLP SELECT SECTOR SPDR TR94.4K shares456.54%2025-12-312026-02-06history
MO ALTRIA GROUP INC124.2K shares252.31%2025-12-312026-02-06history
IVW ISHARES TR57.9K shares286.61%2025-12-312026-02-06history
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ROP ROPER TECHNOLOGIES INC15.8K shares14.62%2025-12-312026-02-06history
AXP AMERICAN EXPRESS CO18.7K shares175.47%2025-12-312026-02-06history
MET METLIFE INC87.0K shares231.47%2025-12-312026-02-06history
PDT HANCOCK JOHN PREM DIVID FD540.2K shares5.97%2025-12-312026-02-06history
ISRG INTUITIVE SURGICAL INC11.8K shares48.63%2025-12-312026-02-06history
XLU SELECT SECTOR SPDR TR155.3K shares565.64%2025-12-312026-02-06history
CSX CSX CORP180.2K shares84.91%2025-12-312026-02-06history
FTCS FIRST TR EXCHANGE-TRADED FD69.8K shares348.81%2025-12-312026-02-06history
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TMUS T-MOBILE US INC31.8K shares297.40%2025-12-312026-02-06history
SPGI S&P GLOBAL INC12.3K shares1146.25%2025-12-312026-02-06history
JCI JOHNSON CTLS INTL PLC53.5K shares261.77%2025-12-312026-02-06history
DE DEERE & CO13.5K shares89.13%2025-12-312026-02-06history
SCHG SCHWAB STRATEGIC TR192.0K shares212.92%2025-12-312026-02-06history
SPTM SPDR SERIES TRUST75.1K shares195.29%2025-12-312026-02-06history
CMCSA COMCAST CORP NEW206.1K shares53.83%2025-12-312026-02-06history
MINT PIMCO ETF TR61.4K shares132.96%2025-12-312026-02-06history
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NBIS NEBIUS GROUP N.V.70.6K shares208.24%2025-12-312026-02-06history
LMT LOCKHEED MARTIN CORP12.2K shares43.71%2025-12-312026-02-06history
HYGH ISHARES U S ETF TR68.3K shares-4.00%2025-12-312026-02-06history
NEM NEWMONT CORP58.8K shares300.42%2025-12-312026-02-06history
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CL COLGATE PALMOLIVE CO73.4K shares68.00%2025-12-312026-02-06history
SPHD INVESCO EXCH TRADED FD TR II120.7K shares294.85%2025-12-312026-02-06history
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IYR ISHARES TR61.0K shares163.09%2025-12-312026-02-06history
INTC INTEL CORP154.3K shares86.59%2025-12-312026-02-06history
VTEB VANGUARD MUN BD FDS113.1K shares44.99%2025-12-312026-02-06history
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SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR186.0K sharesnew addition2025-12-312026-02-06history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC36.8K shares98.33%2025-12-312026-02-06history
BMY BRISTOL-MYERS SQUIBB CO98.7K shares27.36%2025-12-312026-02-06history
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IWD ISHARES TR25.0K shares89.45%2025-12-312026-02-06history
ESGV VANGUARD WORLD FD43.4K sharesnew addition2025-12-312026-02-06history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC23.0K shares583.27%2025-12-312026-02-06history
DUHP DIMENSIONAL ETF TRUST136.8K shares62.57%2025-12-312026-02-06history
VCIT VANGUARD SCOTTSDALE FDS62.1K shares116.15%2025-12-312026-02-06history
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GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET133.2K shares135.12%2025-12-312026-02-06history
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ICE INTERCONTINENTAL EXCHANGE IN31.7K sharesnew addition2025-12-312026-02-06history
MSTR STRATEGY INC33.6K shares264.65%2025-12-312026-02-06history
VIOO VANGUARD ADMIRAL FDS INC46.0K shares20.06%2025-12-312026-02-06history
SO SOUTHERN CO58.4K shares245.67%2025-12-312026-02-06history
PRU PRUDENTIAL FINL INC44.8K shares393.39%2025-12-312026-02-06history
AIQ GLOBAL X FDS98.4K shares110.11%2025-12-312026-02-06history
AZN ASTRAZENECA PLC54.3K shares130.78%2025-12-312026-02-06history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II193.4K sharesnew addition2025-12-312026-02-06history
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PLD PROLOGIS INC.37.8K shares1616.46%2025-12-312026-02-06history
SHOP SHOPIFY INC29.7K shares122.01%2025-12-312026-02-06history
PDBC INVESCO ACTVELY MNGD ETC FD360.2K shares94.59%2025-12-312026-02-06history
VMBS VANGUARD SCOTTSDALE FDS100.9K shares180.78%2025-12-312026-02-06history
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HTAB HARTFORD FDS EXCHANGE TRADED244.5K shares6.22%2025-12-312026-02-06history
PANW PALO ALTO NETWORKS INC25.3K shares83.50%2025-12-312026-02-06history
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MEDP MEDPACE HLDGS INC8.1K shares1107.43%2025-12-312026-02-06history
BABA ALIBABA GROUP HLDG LTD30.8K shares239.10%2025-12-312026-02-06history
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GILD GILEAD SCIENCES INC36.2K shares170.75%2025-12-312026-02-06history
CEG CONSTELLATION ENERGY CORP12.5K shares77.55%2025-12-312026-02-06history
SUB ISHARES TR41.3K shares276.20%2025-12-312026-02-06history
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HDV ISHARES TR35.8K shares600.31%2025-12-312026-02-06history
HEFA ISHARES TR104.8K shares2.80%2025-12-312026-02-06history
SBUX STARBUCKS CORP51.4K shares176.96%2025-12-312026-02-06history
UPS UNITED PARCEL SERVICE INC43.4K shares422.40%2025-12-312026-02-06history
PWR QUANTA SVCS INC10.2K shares155.28%2025-12-312026-02-06history
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ARISTA NETWORKS INC ARISTA NETWORKS INC32.6K shares119.92%2025-12-312026-02-06history
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ALPS ETF TR ALPS ETF TR90.7K shares208.35%2025-12-312026-02-06history
AVRE AMERICAN CENTY ETF TR97.7K shares302.02%2025-12-312026-02-06history
SYY SYSCO CORP57.2K shares380.58%2025-12-312026-02-06history
KMI KINDER MORGAN INC DEL153.1K shares90.67%2025-12-312026-02-06history
GRPM INVESCO EXCHANGE TRADED FD T34.9K shares2.98%2025-12-312026-02-06history
ORLY OREILLY AUTOMOTIVE INC45.9K shares160.08%2025-12-312026-02-06history
HLT HILTON WORLDWIDE HLDGS INC14.4K shares212.81%2025-12-312026-02-06history
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VBK VANGUARD INDEX FDS13.6K shares415.11%2025-12-312026-02-06history
AVDV AMERICAN CENTY ETF TR43.6K shares480.26%2025-12-312026-02-06history
GWW WW GRAINGER INC4.0K shares303.39%2025-12-312026-02-06history
MUNI PIMCO ETF TR77.9K shares174.67%2025-12-312026-02-06history
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DFAU DIMENSIONAL ETF TRUST85.7K shares-5.36%2025-12-312026-02-06history
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FCX FREEPORT-MCMORAN INC76.6K shares288.87%2025-12-312026-02-06history
SHV ISHARES TR35.3K shares72.84%2025-12-312026-02-06history
WMB WILLIAMS COS INC64.6K shares116.72%2025-12-312026-02-06history
SDY SPDR SERIES TRUST27.4K shares255.01%2025-12-312026-02-06history
ITM VANECK ETF TRUST80.8K shares3.44%2025-12-312026-02-06history
AIRR FIRST TR EXCHANGE TRADED FD38.1K shares3.13%2025-12-312026-02-06history
ONEQ FIDELITY COMWLTH TR40.8K shares-1.14%2025-12-312026-02-06history
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ENB ENBRIDGE INC77.3K shares55.24%2025-12-312026-02-06history
LITE LUMENTUM HLDGS INC10.0K sharesnew addition2025-12-312026-02-06history
GDX VANECK ETF TRUST42.5K shares-49.96%2025-12-312026-02-06history
GBIL GOLDMAN SACHS ETF TR36.3K shares24.30%2025-12-312026-02-06history
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QAI NEW YORK LIFE INVESTMENTS ET107.4K sharesnew addition2025-12-312026-02-06history
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DFIC DIMENSIONAL ETF TRUST102.6K shares250.59%2025-12-312026-02-06history
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FDHY FIDELITY COVINGTON TRUST71.1K shares0.00%2025-12-312026-02-06history
CTVA CORTEVA INC51.8K shares68.50%2025-12-312026-02-06history
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IDXX IDEXX LABS INC5.1K shares312.32%2025-12-312026-02-06history
NVS NOVARTIS AG24.7K shares210.82%2025-12-312026-02-06history
AAAU GOLDMAN SACHS PHYSICAL GOLD78.9K shares-6.14%2025-12-312026-02-06history
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MKL MARKEL GROUP INC1.6K shares77.78%2025-12-312026-02-06history
EME EMCOR GROUP INC5.3K shares184.03%2025-12-312026-02-06history
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UBSI UNITED BANKSHARES INC WEST V83.6K shares0.78%2025-12-312026-02-06history
NUE NUCOR CORP19.6K shares134.49%2025-12-312026-02-06history
DIA SPDR DOW JONES INDL AVERAGE6.6K shares434.46%2025-12-312026-02-06history
MBB ISHARES TR33.3K shares71.79%2025-12-312026-02-06history
ADSK AUTODESK INC10.7K shares1465.69%2025-12-312026-02-06history
FLOT ISHARES TR62.0K shares17.59%2025-12-312026-02-06history
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KKR & CO INC KKR & CO INC24.5K shares1386.79%2025-12-312026-02-06history
MAR MARRIOTT INTL INC NEW10.1K shares0.03%2025-12-312026-02-06history
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PAYX PAYCHEX INC27.4K shares530.57%2025-12-312026-02-06history
USMV ISHARES TR32.0K shares62.12%2025-12-312026-02-06history
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MTUM ISHARES TR12.0K shares307.91%2025-12-312026-02-06history
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GIS GENERAL MLS INC64.1K shares342.99%2025-12-312026-02-06history
FDX FEDEX CORP10.3K shares99.38%2025-12-312026-02-06history
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VCRB VANGUARD MALVERN FDS35.9K shares21.72%2025-12-312026-02-06history
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MMM 3M CO17.0K shares315.68%2025-12-312026-02-06history
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ICLO INVESCO ACTIVELY MANAGED EXC104.9K shares10.74%2025-12-312026-02-06history
TDVG T ROWE PRICE ETF INC59.6K shares-16.58%2025-12-312026-02-06history
CERY SPDR SERIES TRUST93.3K shares49.63%2025-12-312026-02-06history
EOG EOG RES INC25.0K shares15.37%2025-12-312026-02-06history
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SPMD SPDR SERIES TRUST44.8K shares172.61%2025-12-312026-02-06history
EELV INVESCO EXCH TRADED FD TR II93.9K shares332.48%2025-12-312026-02-06history
ADBE ADOBE INC7.3K shares233.55%2025-12-312026-02-06history
FTLS FIRST TR EXCH TRADED FD III35.7K sharesnew addition2025-12-312026-02-06history
JAAA JANUS DETROIT STR TR49.2K shares106.31%2025-12-312026-02-06history
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FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D1.1K shares0.00%2025-12-312026-02-06history
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MPC MARATHON PETE CORP14.3K shares51.94%2025-12-312026-02-06history
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AVGE AMERICAN CENTY ETF TR26.8K sharesnew addition2025-12-312026-02-06history
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GSST GOLDMAN SACHS ETF TR45.2K shares-1.93%2025-12-312026-02-06history
TRFK PACER FDS TR35.5K shares2.10%2025-12-312026-02-06history
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DYN DYNE THERAPEUTICS INC114.2K sharesnew addition2025-12-312026-02-06history
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SNPS SYNOPSYS INC4.6K shares39.41%2025-12-312026-02-06history
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HEI.A HEICO CORP NEW8.0K shares52.75%2025-12-312026-02-06history
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FV FIRST TR EXCHANGE TRADED FD31.4K shares2.09%2025-12-312026-02-06history
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MCK MCKESSON CORP2.3K shares78.36%2025-12-312026-02-06history
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PHO INVESCO EXCHANGE TRADED FD T25.6K sharesnew addition2025-12-312026-02-06history
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RCL ROYAL CARIBBEAN GROUP6.4K shares190.98%2025-12-312026-02-06history
GLOF ISHARES TR33.3K sharesnew addition2025-12-312026-02-06history
NRG NRG ENERGY INC11.0K shares40.31%2025-12-312026-02-06history
ROK ROCKWELL AUTOMATION INC4.5K shares0.11%2025-12-312026-02-06history
PHM PULTE GROUP INC14.8K shares114.39%2025-12-312026-02-06history
CTA SIMPLIFY EXCHANGE TRADED FUN63.4K sharesnew addition2025-12-312026-02-06history
FNDX SCHWAB STRATEGIC TR62.7K shares293.22%2025-12-312026-02-06history
SPAB SPDR SERIES TRUST66.3K shares263.70%2025-12-312026-02-06history
Sponsored
SPDN DIREXION SHS ETF TR180.7K shares-7.64%2025-12-312026-02-06history
VLO VALERO ENERGY CORP10.3K shares61.95%2025-12-312026-02-06history
OKE ONEOK INC NEW22.7K shares47.15%2025-12-312026-02-06history
ROL ROLLINS INC27.4K shares79.34%2025-12-312026-02-06history
CLX CLOROX CO DEL16.3K shares53.88%2025-12-312026-02-06history
DAVE INC DAVE INC7.4K sharesnew addition2025-12-312026-02-06history
ESML ISHARES TR34.4K shares0.20%2025-12-312026-02-06history
HELO J P MORGAN EXCHANGE TRADED F23.5K shares-15.05%2025-12-312026-02-06history
Sponsored
RL RALPH LAUREN CORP4.4K sharesnew addition2025-12-312026-02-06history
QBTS D-WAVE QUANTUM INC59.1K shares98.91%2025-12-312026-02-06history
PWB INVESCO EXCHANGE TRADED FD T12.1K shares489.67%2025-12-312026-02-06history
WGMI VALKYRIE ETF TRUST II40.0K shares0.00%2025-12-312026-02-06history
PSA PUBLIC STORAGE OPER CO5.9K shares153.14%2025-12-312026-02-06history
ECL ECOLAB INC5.8K shares20.12%2025-12-312026-02-06history
OEF ISHARES TR4.4K sharesnew addition2025-12-312026-02-06history
ZNOV INNOVATOR ETFS TRUST56.5K sharesnew addition2025-12-312026-02-06history
Sponsored
TSCO TRACTOR SUPPLY CO30.1K shares23.41%2025-12-312026-02-06history
GBTC GRAYSCALE BITCOIN TRUST ETF22.0K shares179.63%2025-12-312026-02-06history
PCN PIMCO CORPORATE & INCM STRG116.9K sharesnew addition2025-12-312026-02-06history
SGI SOMNIGROUP INTERNATIONAL INC16.6K shares101.61%2025-12-312026-02-06history
ACWX ISHARES TR22.0K sharesnew addition2025-12-312026-02-06history
MTD METTLER TOLEDO INTERNATIONAL1.1K shares70.92%2025-12-312026-02-06history
PVAL PUTNAM ETF TRUST31.6K shares80.48%2025-12-312026-02-06history
IMCG ISHARES TR18.0K shares3.32%2025-12-312026-02-06history
Sponsored
SRE SEMPRA16.0K shares23.56%2025-12-312026-02-06history
GWX SPDR INDEX SHS FDS34.5K shares142.36%2025-12-312026-02-06history
HBAN HUNTINGTON BANCSHARES INC80.3K shares11.27%2025-12-312026-02-06history
CRS CARPENTER TECHNOLOGY CORP4.4K shares221.19%2025-12-312026-02-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available