The Analysis of Badgley Phelps Wealth Managers, LLC's Holdings
Currently, Badgley Phelps Wealth Managers, LLC holds 327 types of securities in its portfolio with a total value $5.5B. In the most recent quarter, they have increased their positions in VB (+202.3K shares, valued at $52.2M), AAPL (+187.8K shares, valued at $51.1M), IWM (+203.8K shares, valued at $50.2M); decreased their positions in VGIT (-51.6K shares, valued at $3.1M), VV (-8.2K shares, valued at $2.6M), TXN (-14.7K shares, valued at $2.6M); initiated new positions in PWR (+43.9K shares, valued at $18.5M), MNST (+157.5K shares, valued at $12.1M), BDX (+31.4K shares, valued at $6.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP686.1K shares12.66%2025-12-312026-01-28
AAPL APPLE INC979.8K shares23.71%2025-12-312026-01-28 NVDA NVIDIA CORPORATION1.4M shares9.01%2025-12-312026-01-28 EFA ISHARES TR2.3M shares3.32%2025-12-312026-01-28 VB VANGUARD INDEX FDS765.8K shares35.90%2025-12-312026-01-28 AMZN AMAZON COM INC671.0K shares11.00%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F2.4M shares16.36%2025-12-312026-01-28 IJH ISHARES TR1.8M shares4.45%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS1.8M shares1.33%2025-12-312026-01-28 ALPHABET INC ALPHABET INC363.1K shares27.14%2025-12-312026-01-28 LLY ELI LILLY & CO103.5K shares23.16%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.321.6K shares8.72%2025-12-312026-01-28 ALPHABET INC ALPHABET INC328.6K shares8.11%2025-12-312026-01-28 VGIT VANGUARD SCOTTSDALE FDS1.5M shares-3.42%2025-12-312026-01-28 META META PLATFORMS INC131.4K shares18.82%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW91.0K shares2.21%2025-12-312026-01-28 IWO ISHARES TR223.0K shares2.92%2025-12-312026-01-28 V VISA INC203.0K shares1.36%2025-12-312026-01-28 IWN ISHARES TR386.7K shares3.25%2025-12-312026-01-28 IWR ISHARES TR684.3K shares3.47%2025-12-312026-01-28 BROADCOM INC BROADCOM INC186.9K shares5.68%2025-12-312026-01-28 IWD ISHARES TR284.3K shares16.70%2025-12-312026-01-28 IWM ISHARES TR240.7K shares551.23%2025-12-312026-01-28 IWF ISHARES TR119.7K shares7.77%2025-12-312026-01-28 MS MORGAN STANLEY295.9K shares2.08%2025-12-312026-01-28 SPYM SPDR SERIES TRUST645.6K shares-4.05%2025-12-312026-01-28 VV VANGUARD INDEX FDS158.4K shares-4.90%2025-12-312026-01-28 BKNG BOOKING HOLDINGS INC8.9K shares37.60%2025-12-312026-01-28 WMT WALMART INC409.7K shares1.90%2025-12-312026-01-28 COLM COLUMBIA SPORTSWEAR CO768.8K shares0.00%2025-12-312026-01-28 CAT CATERPILLAR INC71.6K shares3.89%2025-12-312026-01-28 LINDE PLC LINDE PLC95.9K shares40.56%2025-12-312026-01-28 BIV VANGUARD BD INDEX FDS513.5K shares-4.45%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON188.6K shares50.60%2025-12-312026-01-28 BAC BANK AMERICA CORP706.5K shares2.27%2025-12-312026-01-28 CSCO CISCO SYS INC477.6K shares1.75%2025-12-312026-01-28 HD HOME DEPOT INC105.6K shares40.78%2025-12-312026-01-28 NOW SERVICENOW INC224.1K shares349.41%2025-12-312026-01-28 IWP ISHARES TR240.3K shares1.56%2025-12-312026-01-28 DHR DANAHER CORPORATION140.0K shares43.95%2025-12-312026-01-28 PANW PALO ALTO NETWORKS INC172.4K shares1.92%2025-12-312026-01-28 PH PARKER-HANNIFIN CORP35.8K shares3.94%2025-12-312026-01-28 TMO THERMO FISHER SCIENTIFIC INC52.3K shares41.66%2025-12-312026-01-28 TSLA TESLA INC67.1K shares13.95%2025-12-312026-01-28 CRM SALESFORCE INC113.1K shares-2.39%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO205.4K shares-3.04%2025-12-312026-01-28 VCIT VANGUARD SCOTTSDALE FDS337.9K shares-4.28%2025-12-312026-01-28 SYK STRYKER CORPORATION79.2K shares75.35%2025-12-312026-01-28 PLD PROLOGIS INC.214.0K shares1.43%2025-12-312026-01-28 MCK MCKESSON CORP31.0K shares3.33%2025-12-312026-01-28 VLO VALERO ENERGY CORP154.9K shares4.31%2025-12-312026-01-28 ORCL ORACLE CORP128.8K shares0.42%2025-12-312026-01-28 NI NISOURCE INC593.0K shares3.42%2025-12-312026-01-28 IWS ISHARES TR171.9K shares2.37%2025-12-312026-01-28 CB CHUBB LIMITED76.2K shares1.74%2025-12-312026-01-28 MMC MARSH & MCLENNAN COS INC126.9K shares-3.48%2025-12-312026-01-28 KO COCA COLA CO331.9K shares1.69%2025-12-312026-01-28 UNP UNION PAC CORP100.1K shares2.02%2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE71.3K shares5.14%2025-12-312026-01-28 MEDTRONIC PLC MEDTRONIC PLC226.7K shares0.97%2025-12-312026-01-28 AMAT APPLIED MATLS INC83.1K shares1.77%2025-12-312026-01-28 CCK CROWN HLDGS INC206.2K shares105.88%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR29.9K shares57.09%2025-12-312026-01-28 KKR & CO INC KKR & CO INC157.6K shares-0.50%2025-12-312026-01-28 CVX CHEVRON CORP NEW131.0K shares3.25%2025-12-312026-01-28 JIRE J P MORGAN EXCHANGE TRADED F255.5K shares-6.61%2025-12-312026-01-28 IWB ISHARES TR51.2K shares-0.62%2025-12-312026-01-28 ORLY OREILLY AUTOMOTIVE INC205.8K shares1.91%2025-12-312026-01-28 PWR QUANTA SVCS INC43.9K sharesnew addition2025-12-312026-01-28 MCD MCDONALDS CORP60.2K shares8.23%2025-12-312026-01-28 NEE NEXTERA ENERGY INC229.2K shares4.59%2025-12-312026-01-28 HON HONEYWELL INTL INC92.5K shares0.64%2025-12-312026-01-28 RTX RTX CORPORATION98.2K shares530.25%2025-12-312026-01-28 PCAR PACCAR INC158.1K shares0.86%2025-12-312026-01-28 TJX TJX COS INC NEW112.1K shares6.22%2025-12-312026-01-28 EOG EOG RES INC162.5K shares-6.93%2025-12-312026-01-28 ADBE ADOBE INC48.0K shares59.77%2025-12-312026-01-28 DJP BARCLAYS BANK PLC443.9K shares-5.80%2025-12-312026-01-28 MDLZ MONDELEZ INTL INC306.1K shares-5.75%2025-12-312026-01-28 LHX L3HARRIS TECHNOLOGIES INC56.5K shares3.36%2025-12-312026-01-28 DIS DISNEY WALT CO141.0K shares0.54%2025-12-312026-01-28 URI UNITED RENTALS INC19.6K shares2.20%2025-12-312026-01-28 ECL ECOLAB INC60.1K shares1.09%2025-12-312026-01-28 MA MASTERCARD INCORPORATED26.4K shares1001.96%2025-12-312026-01-28 GILD GILEAD SCIENCES INC122.3K shares0.00%2025-12-312026-01-28 PEP PEPSICO INC103.1K shares101.79%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS49.8K shares3.56%2025-12-312026-01-28 SHW SHERWIN WILLIAMS CO45.2K shares-0.01%2025-12-312026-01-28 VEU VANGUARD INTL EQUITY INDEX F197.0K shares-3.99%2025-12-312026-01-28 NFLX NETFLIX INC153.5K shares929.94%2025-12-312026-01-28 BBAX J P MORGAN EXCHANGE TRADED F248.5K shares2.24%2025-12-312026-01-28 XOM EXXON MOBIL CORP115.5K shares9.14%2025-12-312026-01-28 SCHW SCHWAB CHARLES CORP138.6K shares1637.36%2025-12-312026-01-28 VTI VANGUARD INDEX FDS41.0K shares-1.61%2025-12-312026-01-28 ISRG INTUITIVE SURGICAL INC22.8K shares9.68%2025-12-312026-01-28 UPS UNITED PARCEL SERVICE INC129.3K shares-1.71%2025-12-312026-01-28 CTSH COGNIZANT TECHNOLOGY SOLUTIO150.8K shares0.54%2025-12-312026-01-28 VRT VERTIV HOLDINGS CO77.2K shares3.20%2025-12-312026-01-28 SNPS SYNOPSYS INC26.0K shares-0.92%2025-12-312026-01-28 TRMB TRIMBLE INC155.1K shares2.54%2025-12-312026-01-28 MNST MONSTER BEVERAGE CORP NEW157.5K sharesnew addition2025-12-312026-01-28 GVI ISHARES TR110.1K shares2.96%2025-12-312026-01-28 CSGP COSTAR GROUP INC166.3K shares-5.16%2025-12-312026-01-28 UNH UNITEDHEALTH GROUP INC33.3K shares162.14%2025-12-312026-01-28 AMT AMERICAN TOWER CORP NEW61.8K shares-4.80%2025-12-312026-01-28 EEM ISHARES TR196.0K shares5003.91%2025-12-312026-01-28 BSX BOSTON SCIENTIFIC CORP109.7K shares2.82%2025-12-312026-01-28 CTAS CINTAS CORP49.5K shares-17.26%2025-12-312026-01-28 GEHC GE HEALTHCARE TECHNOLOGIES I110.2K shares-8.14%2025-12-312026-01-28 UBER UBER TECHNOLOGIES INC102.4K shares1.04%2025-12-312026-01-28 BRK.A BERKSHIRE HATHAWAY INC DEL11 shares22.22%2025-12-312026-01-28 TXN TEXAS INSTRS INC47.0K shares-23.85%2025-12-312026-01-28 APH AMPHENOL CORP NEW60.2K shares9.43%2025-12-312026-01-28 PEG PUBLIC SVC ENTERPRISE GRP IN99.3K shares-17.85%2025-12-312026-01-28 IVV ISHARES TR11.3K shares4.77%2025-12-312026-01-28 TMUS T-MOBILE US INC35.6K shares-26.12%2025-12-312026-01-28 SPGI S&P GLOBAL INC13.6K shares23.89%2025-12-312026-01-28 MDY SPDR S&P MIDCAP 400 ETF TR11.5K shares11.99%2025-12-312026-01-28 MET METLIFE INC85.6K shares-20.61%2025-12-312026-01-28 SNX TD SYNNEX CORPORATION44.6K shares13.84%2025-12-312026-01-28 BDX BECTON DICKINSON & CO31.4K sharesnew addition2025-12-312026-01-28 FTV FORTIVE CORP109.4K sharesnew addition2025-12-312026-01-28 SPSB SPDR SERIES TRUST186.6K shares2.82%2025-12-312026-01-28 VONV VANGUARD SCOTTSDALE FDS61.0K shares153.31%2025-12-312026-01-28 SBUX STARBUCKS CORP61.1K shares10.96%2025-12-312026-01-28 EQIX EQUINIX INC6.3K shares-16.32%2025-12-312026-01-28 AMGN AMGEN INC14.8K shares-5.52%2025-12-312026-01-28 GWRE GUIDEWIRE SOFTWARE INC23.8K shares8.79%2025-12-312026-01-28 NKE NIKE INC74.0K shares42.48%2025-12-312026-01-28 LEN LENNAR CORP45.6K shares-28.97%2025-12-312026-01-28 OMER OMEROS CORP263.6K shares0.00%2025-12-312026-01-28 VO VANGUARD INDEX FDS15.0K shares8.23%2025-12-312026-01-28 AXP AMERICAN EXPRESS CO11.3K shares-0.79%2025-12-312026-01-28 FI FISERV INC60.3K shares1149.50%2025-12-312026-01-28 SDY SPDR SERIES TRUST28.2K shares6.35%2025-12-312026-01-28 SYY SYSCO CORP50.0K shares0.37%2025-12-312026-01-28 IJR ISHARES TR30.5K shares1.84%2025-12-312026-01-28 ITOT ISHARES TR24.6K shares3.86%2025-12-312026-01-28 VGT VANGUARD WORLD FD4.8K shares283.25%2025-12-312026-01-28 LOW LOWES COS INC14.0K shares0.71%2025-12-312026-01-28 ABBV ABBVIE INC14.6K shares0.73%2025-12-312026-01-28 AMD ADVANCED MICRO DEVICES INC14.7K shares-14.02%2025-12-312026-01-28 XLV SELECT SECTOR SPDR TR19.9K shares2.28%2025-12-312026-01-28 VONG VANGUARD SCOTTSDALE FDS25.1K shares19.55%2025-12-312026-01-28 ACWX ISHARES TR44.4K shares-0.42%2025-12-312026-01-28 BA BOEING CO13.7K shares10.52%2025-12-312026-01-28 SCHE SCHWAB STRATEGIC TR89.6K shares-2.85%2025-12-312026-01-28 RELY REMITLY GLOBAL INC208.2K shares-3.54%2025-12-312026-01-28 QCOM QUALCOMM INC15.5K shares1.03%2025-12-312026-01-28 DE DEERE & CO5.6K shares-1.49%2025-12-312026-01-28 IWV ISHARES TR6.8K shares2.53%2025-12-312026-01-28 JCI JOHNSON CTLS INTL PLC19.4K shares-0.24%2025-12-312026-01-28 ADP AUTOMATIC DATA PROCESSING IN8.3K shares0.42%2025-12-312026-01-28 CPRT COPART INC53.8K shares-1.67%2025-12-312026-01-28 VHT VANGUARD WORLD FD7.1K sharesnew addition2025-12-312026-01-28 GLD SPDR GOLD TR5.1K shares75.27%2025-12-312026-01-28 ABT ABBOTT LABS15.3K shares-0.08%2025-12-312026-01-28 J JACOBS SOLUTIONS INC14.2K shares-6.07%2025-12-312026-01-28 JPST J P MORGAN EXCHANGE TRADED F36.2K shares-3.39%2025-12-312026-01-28 VTV VANGUARD INDEX FDS9.2K shares28.80%2025-12-312026-01-28 SMH VANECK ETF TRUST4.8K sharesnew addition2025-12-312026-01-28 SCHX SCHWAB STRATEGIC TR58.1K shares-1.29%2025-12-312026-01-28 VXUS VANGUARD STAR FDS20.5K shares8.59%2025-12-312026-01-28 PFE PFIZER INC57.8K shares-0.48%2025-12-312026-01-28 SCHA SCHWAB STRATEGIC TR50.4K shares-8.98%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR9.9K shares124.54%2025-12-312026-01-28 PM PHILIP MORRIS INTL INC8.7K shares-3.44%2025-12-312026-01-28 CL COLGATE PALMOLIVE CO17.4K shares-14.68%2025-12-312026-01-28 EMR EMERSON ELEC CO10.3K shares0.80%2025-12-312026-01-28 BMY BRISTOL-MYERS SQUIBB CO23.9K shares3.18%2025-12-312026-01-28 PAYX PAYCHEX INC11.3K shares-0.98%2025-12-312026-01-28 MU MICRON TECHNOLOGY INC4.4K shares-0.67%2025-12-312026-01-28 ZTS ZOETIS INC10.0K shares-1.48%2025-12-312026-01-28 AOA ISHARES TR14.0K shares-0.81%2025-12-312026-01-28 VYM VANGUARD WHITEHALL FDS8.7K shares-2.26%2025-12-312026-01-28 VUG VANGUARD INDEX FDS2.4K shares25.71%2025-12-312026-01-28 SCHG SCHWAB STRATEGIC TR33.0K shares-0.46%2025-12-312026-01-28 BZH BEAZER HOMES USA INC53.1K shares0.00%2025-12-312026-01-28 KMB KIMBERLY-CLARK CORP10.4K shares-0.75%2025-12-312026-01-28 WAB WABTEC5.0K shares0.06%2025-12-312026-01-28 INTC INTEL CORP27.9K shares0.29%2025-12-312026-01-28 AGG ISHARES TR10.3K shares3.77%2025-12-312026-01-28 VIG VANGUARD SPECIALIZED FUNDS4.6K shares15.70%2025-12-312026-01-28 CVS CVS HEALTH CORP12.6K shares-0.01%2025-12-312026-01-28 SCHF SCHWAB STRATEGIC TR41.0K shares0.72%2025-12-312026-01-28 USB US BANCORP DEL17.7K shares-1.36%2025-12-312026-01-28 GM GENERAL MTRS CO11.6K shares-1.40%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INC23.0K shares-0.73%2025-12-312026-01-28 DG DOLLAR GEN CORP NEW6.9K shares0.00%2025-12-312026-01-28 EPAM EPAM SYS INC4.4K shares0.00%2025-12-312026-01-28 IYY ISHARES TR5.4K shares0.00%2025-12-312026-01-28 TFC TRUIST FINL CORP17.8K shares0.00%2025-12-312026-01-28 VRTX VERTEX PHARMACEUTICALS INC1.9K shares0.00%2025-12-312026-01-28 SCHD SCHWAB STRATEGIC TR30.7K shares13.33%2025-12-312026-01-28 BALL BALL CORP15.8K shares0.00%2025-12-312026-01-28 PHYS SPROTT ASSET MANAGEMENT LP24.5K shares10.43%2025-12-312026-01-28 STZ CONSTELLATION BRANDS INC5.5K shares-5.43%2025-12-312026-01-28 MO ALTRIA GROUP INC12.3K shares-18.58%2025-12-312026-01-28 ESGV VANGUARD WORLD FD6.0K shares198.40%2025-12-312026-01-28 TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares23.00%2025-12-312026-01-28 RPM RPM INTL INC6.7K shares-2.94%2025-12-312026-01-28 GS GOLDMAN SACHS GROUP INC772 shares-0.13%2025-12-312026-01-28 FFIV F5 INC2.7K shares-2.89%2025-12-312026-01-28 EL LAUDER ESTEE COS INC6.4K shares0.00%2025-12-312026-01-28 IEUR ISHARES TR9.3K shares0.06%2025-12-312026-01-28 ICE INTERCONTINENTAL EXCHANGE IN4.0K sharesnew addition2025-12-312026-01-28 HFWA HERITAGE FINL CORP WASH27.1K shares82.88%2025-12-312026-01-28 WM WASTE MGMT INC DEL2.8K shares4.80%2025-12-312026-01-28 RACE FERRARI N V1.6K shares-1.03%2025-12-312026-01-28 APTIV PLC APTIV PLC7.9K shares-2.05%2025-12-312026-01-28 PSLV SPROTT ASSET MANAGEMENT LP25.2K shares4.49%2025-12-312026-01-28 IRM IRON MTN INC DEL7.1K shares-2.07%2025-12-312026-01-28 ROK ROCKWELL AUTOMATION INC1.5K sharesnew addition2025-12-312026-01-28 VPU VANGUARD WORLD FD3.0K sharesnew addition2025-12-312026-01-28 GBTC GRAYSCALE BITCOIN TRUST ETF8.1K sharesnew addition2025-12-312026-01-28 AYI ACUITY INC1.5K shares-4.25%2025-12-312026-01-28 OXY OCCIDENTAL PETE CORP13.1K shares19.38%2025-12-312026-01-28 IVW ISHARES TR4.3K shares-40.35%2025-12-312026-01-28 HUM HUMANA INC2.1K shares0.00%2025-12-312026-01-28 QUAL ISHARES TR2.6K shares8.62%2025-12-312026-01-28 VBR VANGUARD INDEX FDS2.4K sharesnew addition2025-12-312026-01-28 DFUV DIMENSIONAL ETF TRUST10.9K shares0.00%2025-12-312026-01-28 MAR MARRIOTT INTL INC NEW1.6K shares0.00%2025-12-312026-01-28 DFUS DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-01-28 WMB WILLIAMS COS INC8.2K shares7.22%2025-12-312026-01-28 SCHZ SCHWAB STRATEGIC TR21.0K shares0.46%2025-12-312026-01-28 VOE VANGUARD INDEX FDS2.7K sharesnew addition2025-12-312026-01-28 WELL WELLTOWER INC2.6K shares-0.43%2025-12-312026-01-28 MUB ISHARES TR4.4K shares-25.13%2025-12-312026-01-28 MMM 3M CO2.9K shares16.85%2025-12-312026-01-28 GBCI GLACIER BANCORP INC NEW10.5K sharesnew addition2025-12-312026-01-28 XLC SELECT SECTOR SPDR TR3.8K sharesnew addition2025-12-312026-01-28 AFL AFLAC INC4.0K shares6.08%2025-12-312026-01-28 SPYG SPDR SERIES TRUST4.1K sharesnew addition2025-12-312026-01-28 DUHP DIMENSIONAL ETF TRUST11.5K shares0.00%2025-12-312026-01-28 NRDS NERDWALLET INC32.3K shares-19.86%2025-12-312026-01-28 LMT LOCKHEED MARTIN CORP902 shares10.54%2025-12-312026-01-28 VNQ VANGUARD INDEX FDS4.4K shares2.76%2025-12-312026-01-28 DIA SPDR DOW JONES INDL AVERAGE813 sharesnew addition2025-12-312026-01-28 FCOM FIDELITY COVINGTON TRUST5.3K shares0.00%2025-12-312026-01-28 CRWD CROWDSTRIKE HLDGS INC827 sharesnew addition2025-12-312026-01-28 EPD ENTERPRISE PRODS PARTNERS L11.7K shares0.00%2025-12-312026-01-28 VXF VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-01-28 IDV ISHARES TR9.4K shares0.00%2025-12-312026-01-28 MLPA GLOBAL X FDS7.4K shares0.00%2025-12-312026-01-28 OEF ISHARES TR1.0K shares0.00%2025-12-312026-01-28 IYH ISHARES TR5.5K shares9.95%2025-12-312026-01-28 AZO AUTOZONE INC103 shares-8.04%2025-12-312026-01-28 NOC NORTHROP GRUMMAN CORP612 shares-0.16%2025-12-312026-01-28 UPRO PROSHARES TR3.0K sharesnew addition2025-12-312026-01-28 APD AIR PRODS & CHEMS INC1.4K shares6.77%2025-12-312026-01-28 SPYD SPDR SERIES TRUST7.9K shares0.00%2025-12-312026-01-28 IEFA ISHARES TR3.7K shares7.26%2025-12-312026-01-28 ITA ISHARES TR1.6K sharesnew addition2025-12-312026-01-28 DLR DIGITAL RLTY TR INC2.1K shares0.00%2025-12-312026-01-28 CENCORA INC CENCORA INC948 shares0.00%2025-12-312026-01-28 AVUV AMERICAN CENTY ETF TR3.1K shares0.00%2025-12-312026-01-28 WY WEYERHAEUSER CO MTN BE13.4K shares-2.39%2025-12-312026-01-28 GEV GE VERNOVA INC484 sharesnew addition2025-12-312026-01-28 KMI KINDER MORGAN INC DEL11.5K shares-7.49%2025-12-312026-01-28 XLE SELECT SECTOR SPDR TR7.1K shares76.06%2025-12-312026-01-28 XNTK SPDR SERIES TRUST1.1K shares0.00%2025-12-312026-01-28 IEMG ISHARES INC4.5K sharesnew addition2025-12-312026-01-28 JEPI J P MORGAN EXCHANGE TRADED F5.2K shares-11.80%2025-12-312026-01-28 SCHO SCHWAB STRATEGIC TR12.3K shares-4.61%2025-12-312026-01-28 SCHB SCHWAB STRATEGIC TR11.4K shares-3.73%2025-12-312026-01-28 GIS GENERAL MLS INC6.1K shares-3.07%2025-12-312026-01-28 TT TRANE TECHNOLOGIES PLC720 shares-7.69%2025-12-312026-01-28 USMV ISHARES TR3.0K shares10.11%2025-12-312026-01-28 SHEL SHELL PLC3.8K sharesnew addition2025-12-312026-01-28 AEP AMERICAN ELEC PWR CO INC2.4K sharesnew addition2025-12-312026-01-28 SPIB SPDR SERIES TRUST7.9K sharesnew addition2025-12-312026-01-28 TIP ISHARES TR2.4K shares14.00%2025-12-312026-01-28 YUM YUM BRANDS INC1.7K sharesnew addition2025-12-312026-01-28 VUSB VANGUARD BD INDEX FDS5.2K shares0.00%2025-12-312026-01-28 BANR BANNER CORP4.1K shares0.00%2025-12-312026-01-28 SAP SAP SE1.1K shares3.45%2025-12-312026-01-28 RFG INVESCO EXCHANGE TRADED FD T4.8K shares11.90%2025-12-312026-01-28 SLV ISHARES SILVER TR3.9K sharesnew addition2025-12-312026-01-28 VDE VANGUARD WORLD FD2.0K sharesnew addition2025-12-312026-01-28 TSBK TIMBERLAND BANCORP INC6.9K shares0.00%2025-12-312026-01-28 PYPL PAYPAL HLDGS INC4.2K shares1.06%2025-12-312026-01-28 EBAY EBAY INC.2.8K shares1.20%2025-12-312026-01-28 XLF SELECT SECTOR SPDR TR4.4K sharesnew addition2025-12-312026-01-28 APP APPLOVIN CORP353 shares0.00%2025-12-312026-01-28 AMTM AMENTUM HOLDINGS INC8.2K shares-9.10%2025-12-312026-01-28 NVS NOVARTIS AG1.7K shares0.00%2025-12-312026-01-28 WSM WILLIAMS SONOMA INC1.3K shares0.00%2025-12-312026-01-28 SCHV SCHWAB STRATEGIC TR7.7K sharesnew addition2025-12-312026-01-28 ASML ASML HOLDING N V211 sharesnew addition2025-12-312026-01-28 CME CME GROUP INC823 shares0.61%2025-12-312026-01-28 SOXX ISHARES TR744 sharesnew addition2025-12-312026-01-28 SO SOUTHERN CO2.5K shares0.04%2025-12-312026-01-28 VLTO VERALTO CORP2.2K shares5.89%2025-12-312026-01-28 ING ING GROEP N.V.7.6K sharesnew addition2025-12-312026-01-28 MPC MARATHON PETE CORP1.3K sharesnew addition2025-12-312026-01-28 NSC NORFOLK SOUTHN CORP725 shares0.00%2025-12-312026-01-28 BNDX VANGUARD CHARLOTTE FDS4.3K sharesnew addition2025-12-312026-01-28 TFLO ISHARES TR4.1K shares-3.50%2025-12-312026-01-28 VGK VANGUARD INTL EQUITY INDEX F2.5K sharesnew addition2025-12-312026-01-28 PHM PULTE GROUP INC1.8K sharesnew addition2025-12-312026-01-28 AVLV AMERICAN CENTY ETF TR2.7K sharesnew addition2025-12-312026-01-28 HYG ISHARES TR2.5K sharesnew addition2025-12-312026-01-28 RVSB RIVERVIEW BANCORP INC22.5K shares0.00%2025-12-312026-01-28 EXG EATON VANCE TAX-MANAGED GLOB10.3K sharesnew addition2025-12-312026-01-28 NAUT NAUTILUS BIOTECHNOLOGY INC30.0K shares0.00%2025-12-312026-01-28 ONCY ONCOLYTICS BIOTECH INC40.0K shares0.00%2025-12-312026-01-28 WIT WIPRO LTD12.0K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available