The Analysis of Basepoint Wealth LLC's Holdings
Currently, Basepoint Wealth LLC holds 601 types of securities in its portfolio with a total value $164.6M. In the most recent quarter, they have increased their positions in GIL (+10.1K shares, valued at $633.3K), OMC (+7.3K shares, valued at $592.9K), USB (+3.9K shares, valued at $208.6K); decreased their positions in PSLV (-120.1K shares, valued at $2.8M), PHYS (-58.4K shares, valued at $1.9M), TPR (-8.2K shares, valued at $1.0M); initiated new positions in GIL (+10.1K shares, valued at $633.3K), OMC (+7.3K shares, valued at $592.9K), USB (+3.9K shares, valued at $208.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER1.5M shares-7.41%2025-12-312026-02-10
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR1.0M shares-5.51%2025-12-312026-02-10 DE DEERE & CO COM11.8K shares0.70%2025-12-312026-02-10 PEO ADAM NAT RES FD INC COM167.0K shares-1.14%2025-12-312026-02-10 AAPL APPLE INC COM12.6K shares-1.73%2025-12-312026-02-10 NVDA NVIDIA CORPORATION COM15.7K shares2.61%2025-12-312026-02-10 TPR TAPESTRY INC COM19.8K shares-29.27%2025-12-312026-02-10 INGR INGREDION INC COM22.5K shares0.35%2025-12-312026-02-10 MSFT MICROSOFT CORP COM4.1K shares6.53%2025-12-312026-02-10 PEP PEPSICO INC COM12.1K shares-0.26%2025-12-312026-02-10 ABBV ABBVIE INC COM7.3K shares-2.15%2025-12-312026-02-10 SPHQ INVESCO S&P 500 QUALITY ETF18.8K shares0.15%2025-12-312026-02-10 JLL JONES LANG LASALLE INC COM3.9K shares-26.58%2025-12-312026-02-10 VZ VERIZON COMMUNICATIONS INC COM30.1K shares1.11%2025-12-312026-02-10 RTX RTX CORPORATION COM6.6K shares-15.42%2025-12-312026-02-10 IJH ISHARES CORE S&P MID-CAP ETF18.2K shares0.26%2025-12-312026-02-10 MMM 3M CO COM7.1K shares-27.91%2025-12-312026-02-10 LNT ALLIANT ENERGY CORP COM17.1K shares-2.94%2025-12-312026-02-10 AMP AMERIPRISE FINL INC COM2.2K shares-3.29%2025-12-312026-02-10 NEE NEXTERA ENERGY INC COM12.7K shares0.35%2025-12-312026-02-10 ZM ZOOM COMMUNICATIONS INC CL A11.8K shares-2.34%2025-12-312026-02-10 AXP AMERICAN EXPRESS CO COM2.7K shares-2.92%2025-12-312026-02-10 MCK MCKESSON CORP COM1.0K shares-5.86%2025-12-312026-02-10 PFG PRINCIPAL FINANCIAL GROUP INC COM9.6K shares0.64%2025-12-312026-02-10 CSCO CISCO SYS INC COM10.4K shares-5.97%2025-12-312026-02-10 BK BANK NEW YORK MELLON CORP COM6.9K shares-7.70%2025-12-312026-02-10 WTBA WEST BANCORPORATION INC CAP STK35.9K shares1.19%2025-12-312026-02-10 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND17.8K shares1.23%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO COM2.4K shares-0.45%2025-12-312026-02-10 SCHF SCHWAB INTERNATIONAL EQUITY ETF31.1K shares-0.05%2025-12-312026-02-10 PG PROCTER AND GAMBLE CO COM5.1K shares-8.63%2025-12-312026-02-10 COP CONOCOPHILLIPS COM7.7K shares-0.59%2025-12-312026-02-10 CAT CATERPILLAR INC COM1.3K shares-7.87%2025-12-312026-02-10 XOM EXXON MOBIL CORP COM5.9K shares0.42%2025-12-312026-02-10 META META PLATFORMS INC CL A1.1K shares0.94%2025-12-312026-02-10 INTC INTEL CORP COM18.3K shares-4.11%2025-12-312026-02-10 WFC WELLS FARGO CO NEW COM7.1K shares-6.25%2025-12-312026-02-10 ATI ATI INC COM5.6K shares0.00%2025-12-312026-02-10 GIL GILDAN ACTIVEWEAR INC COM10.1K sharesnew addition2025-12-312026-02-10 WMT WALMART INC COM5.6K shares0.00%2025-12-312026-02-10 OMC OMNICOM GROUP INC COM7.3K sharesnew addition2025-12-312026-02-10 SMG SCOTTS MIRACLE-GRO CO CL A10.0K shares-31.61%2025-12-312026-02-10 PSX PHILLIPS 66 COM4.4K shares-17.16%2025-12-312026-02-10 QCOM QUALCOMM INC COM3.3K shares-1.50%2025-12-312026-02-10 HD HOME DEPOT INC COM1.6K shares0.49%2025-12-312026-02-10 GS GOLDMAN SACHS GROUP INC COM591 shares-39.38%2025-12-312026-02-10 SCHD SCHWAB US DIVIDEND EQUITY ETF18.9K shares1.00%2025-12-312026-02-10 AMZN AMAZON COM INC COM2.1K shares-23.85%2025-12-312026-02-10 ABT ABBOTT LABS COM3.8K shares-1.85%2025-12-312026-02-10 ALB ALBEMARLE CORP COM3.4K shares-7.66%2025-12-312026-02-10 SCHV SCHWAB US LARGE-CAP VALUE ETF15.8K shares0.55%2025-12-312026-02-10 ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF8.4K shares0.11%2025-12-312026-02-10 EMN EASTMAN CHEM CO COM7.2K shares-3.88%2025-12-312026-02-10 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF5.3K shares1.65%2025-12-312026-02-10 AMAT APPLIED MATLS INC COM1.5K shares0.13%2025-12-312026-02-10 CVX CHEVRON CORP NEW COM2.6K shares0.75%2025-12-312026-02-10 CVS CVS HEALTH CORP COM4.6K shares-13.19%2025-12-312026-02-10 NTR NUTRIEN LTD COM5.7K shares-34.66%2025-12-312026-02-10 CARR CARRIER GLOBAL CORPORATION COM6.4K shares-3.14%2025-12-312026-02-10 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND4.6K shares1.04%2025-12-312026-02-10 IVV ISHARES CORE S&P 500 ETF490 shares0.20%2025-12-312026-02-10 PM PHILIP MORRIS INTL INC COM2.0K shares-0.20%2025-12-312026-02-10 TSLA TESLA INC COM728 shares0.97%2025-12-312026-02-10 GEV GE VERNOVA INC COM497 shares0.00%2025-12-312026-02-10 SHOP SHOPIFY INC CL A SUB VTG SHS2.0K shares0.00%2025-12-312026-02-10 CMI CUMMINS INC COM581 shares-35.08%2025-12-312026-02-10 HYD VANECK HIGH YIELD MUNI ETF5.8K shares0.70%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON COM1.4K shares1.43%2025-12-312026-02-10 ROK ROCKWELL AUTOMATION INC COM718 shares-0.14%2025-12-312026-02-10 ELV ELEVANCE HEALTH INC FORMERLY A COM793 shares2.99%2025-12-312026-02-10 SCHG SCHWAB US LARGE-CAP GROWTH ETF8.3K shares-39.56%2025-12-312026-02-10 SEE SEALED AIR CORP NEW COM6.4K shares-4.95%2025-12-312026-02-10 LMT LOCKHEED MARTIN CORP COM545 shares-11.09%2025-12-312026-02-10 WPC WP CAREY INC COM3.9K shares-30.78%2025-12-312026-02-10 FDX FEDEX CORP COM868 shares-31.11%2025-12-312026-02-10 STEW SRH TOTAL RETURN FUND INC COM13.2K shares0.89%2025-12-312026-02-10 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST508 shares0.00%2025-12-312026-02-10 WSM WILLIAMS SONOMA INC COM1.4K shares-44.18%2025-12-312026-02-10 SCHX SCHWAB US LARGE-CAP ETF9.0K shares-50.94%2025-12-312026-02-10 KR KROGER CO COM3.9K shares-17.98%2025-12-312026-02-10 SWKS SKYWORKS SOLUTIONS INC COM3.7K shares-38.34%2025-12-312026-02-10 PFE PFIZER INC COM9.3K shares1.61%2025-12-312026-02-10 KO COCA COLA CO COM3.3K shares1.21%2025-12-312026-02-10 DSI ISHARES ESG MSCI KLD 400 ETF1.8K shares0.06%2025-12-312026-02-10 DTF DTF TAX-FREE INCOME 2028 TERM COM19.6K shares0.86%2025-12-312026-02-10 SBI WESTERN ASSET INTER MUNI FD IN COM27.6K shares-3.18%2025-12-312026-02-10 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF3.1K shares0.26%2025-12-312026-02-10 USB US BANCORP DEL COM NEW3.9K sharesnew addition2025-12-312026-02-10 BIIB BIOGEN INC COM1.2K sharesnew addition2025-12-312026-02-10 UPS UNITED PARCEL SERVICE INC CL B2.0K sharesnew addition2025-12-312026-02-10 IVW ISHARES S&P 500 GROWTH ETF1.6K sharesnew addition2025-12-312026-02-10 CSX CSX CORP COM5.3K shares-14.58%2025-12-312026-02-10 IJR ISHARES CORE S&P SMALL CAP ETF1.6K sharesnew addition2025-12-312026-02-10 KTF DWS MUN INCOME TR NEW COM20.7K shares-1.24%2025-12-312026-02-10 VWO VANGUARD FTSE EMERGING MARKETS ETF3.4K sharesnew addition2025-12-312026-02-10 V VISA INC COM CL A520 sharesnew addition2025-12-312026-02-10 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND649 sharesnew addition2025-12-312026-02-10 CASY CASEYS GEN STORES INC COM311 sharesnew addition2025-12-312026-02-10 SLB SLB LIMITED COM STK4.4K sharesnew addition2025-12-312026-02-10 IWP ISHARES RUSSELL MID-CAP GROWTH ETF1.2K sharesnew addition2025-12-312026-02-10 UNH UNITEDHEALTH GROUP INC COM491 sharesnew addition2025-12-312026-02-10 ILCB ISHARES MORNINGSTAR US EQUITY ETF1.7K sharesnew addition2025-12-312026-02-10 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF1.7K sharesnew addition2025-12-312026-02-10 VOE VANGUARD MID-CAP VALUE ETF875 sharesnew addition2025-12-312026-02-10 BA BOEING CO COM714 sharesnew addition2025-12-312026-02-10 SPY SPDR S&P 500 ETF TRUST225 sharesnew addition2025-12-312026-02-10 BMY BRISTOL-MYERS SQUIBB CO COM2.7K sharesnew addition2025-12-312026-02-10 MCD MCDONALDS CORP COM473 sharesnew addition2025-12-312026-02-10 EIX EDISON INTL COM2.4K sharesnew addition2025-12-312026-02-10 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF2.1K sharesnew addition2025-12-312026-02-10 IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF1.7K sharesnew addition2025-12-312026-02-10 IWN ISHARES RUSSELL 2000 VALUE ETF753 sharesnew addition2025-12-312026-02-10 DNP DNP SELECT INCOME FD INC COM13.5K shares2.04%2025-12-312026-02-10 RIO RIO TINTO PLC SPONSORED ADR1.6K sharesnew addition2025-12-312026-02-10 CPB THE CAMPBELLS COMPANY COM4.5K sharesnew addition2025-12-312026-02-10 EDGI 3EDGE DYNAMIC INTERNATIONAL EQUITY ETF4.4K sharesnew addition2025-12-312026-02-10 PFO FLAHERTY & CRUMRINE PFD INCOME COM12.8K shares-27.09%2025-12-312026-02-10 ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF1.8K sharesnew addition2025-12-312026-02-10 VFL ABRDN NATL MUN INCOME FD SH BEN INT11.7K shares0.83%2025-12-312026-02-10 EDGH 3EDGE DYNAMIC HARD ASSETS ETF3.9K sharesnew addition2025-12-312026-02-10 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF1.3K shares-50.43%2025-12-312026-02-10 MMC MARSH & MCLENNAN COS INC COM622 sharesnew addition2025-12-312026-02-10 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF4.6K sharesnew addition2025-12-312026-02-10 MA MASTERCARD INCORPORATED CL A186 sharesnew addition2025-12-312026-02-10 BAC BANK AMERICA CORP COM1.9K sharesnew addition2025-12-312026-02-10 FMB FIRST TRUST MANAGED MUNICIPAL ETF2.1K sharesnew addition2025-12-312026-02-10 IWS ISHARES RUSSELL MID-CAP VALUE ETF736 sharesnew addition2025-12-312026-02-10 VNQ VANGUARD REAL ESTATE ETF1.2K sharesnew addition2025-12-312026-02-10 BIV VANGUARD INTERMEDIATE-TERM BOND ETF1.3K sharesnew addition2025-12-312026-02-10 AMG AFFILIATED MANAGERS GROUP INC COM347 sharesnew addition2025-12-312026-02-10 SLV ISHARES SILVER TRUST1.5K sharesnew addition2025-12-312026-02-10 PNC PNC FINL SVCS GROUP INC COM466 sharesnew addition2025-12-312026-02-10 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF1.7K sharesnew addition2025-12-312026-02-10 SCHA SCHWAB US SMALL-CAP ETF3.3K sharesnew addition2025-12-312026-02-10 CL COLGATE PALMOLIVE CO COM1.2K sharesnew addition2025-12-312026-02-10 FBTC FIDELITY WISE ORIGIN BITCOIN FUND1.2K sharesnew addition2025-12-312026-02-10 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF1.1K sharesnew addition2025-12-312026-02-10 SPG SIMON PPTY GROUP INC NEW COM492 sharesnew addition2025-12-312026-02-10 CWI SPDR MSCI ACWI EX-US ETF2.5K sharesnew addition2025-12-312026-02-10 IJK ISHARES S&P MID-CAP 400 GROWTH ETF922 sharesnew addition2025-12-312026-02-10 PLD PROLOGIS INC COM699 sharesnew addition2025-12-312026-02-10 AMGN AMGEN INC COM268 sharesnew addition2025-12-312026-02-10 VTV VANGUARD VALUE ETF459 sharesnew addition2025-12-312026-02-10 IRT INDEPENDENCE RLTY TR INC COM5.0K sharesnew addition2025-12-312026-02-10 CR CRANE COMPANY COMMON STOCK468 sharesnew addition2025-12-312026-02-10 EMR EMERSON ELEC CO COM629 sharesnew addition2025-12-312026-02-10 DVA DAVITA INC COM730 sharesnew addition2025-12-312026-02-10 FCX FREEPORT-MCMORAN INC CL B1.6K sharesnew addition2025-12-312026-02-10 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF574 sharesnew addition2025-12-312026-02-10 EDGU 3EDGE DYNAMIC US EQUITY ETF2.8K sharesnew addition2025-12-312026-02-10 CRM SALESFORCE INC COM302 sharesnew addition2025-12-312026-02-10 TGT TARGET CORP COM795 sharesnew addition2025-12-312026-02-10 ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF513 sharesnew addition2025-12-312026-02-10 OXY OCCIDENTAL PETE CORP COM1.8K sharesnew addition2025-12-312026-02-10 SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF941 sharesnew addition2025-12-312026-02-10 FI FISERV INC COM1.1K sharesnew addition2025-12-312026-02-10 EQTY KOVITZ CORE EQUITY ETF2.5K sharesnew addition2025-12-312026-02-10 CNI CANADIAN NATL RY CO COM693 sharesnew addition2025-12-312026-02-10 UHS UNIVERSAL HLTH SVCS INC CL B314 sharesnew addition2025-12-312026-02-10 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF473 sharesnew addition2025-12-312026-02-10 VIG VANGUARD DIVIDEND APPRECIATION ETF308 sharesnew addition2025-12-312026-02-10 MU MICRON TECHNOLOGY INC COM231 sharesnew addition2025-12-312026-02-10 WHR WHIRLPOOL CORP COM914 sharesnew addition2025-12-312026-02-10 FIW FIRST TRUST WATER ETF605 sharesnew addition2025-12-312026-02-10 NOC NORTHROP GRUMMAN CORP COM112 sharesnew addition2025-12-312026-02-10 MO ALTRIA GROUP INC COM1.1K sharesnew addition2025-12-312026-02-10 T AT&T INC COM2.5K sharesnew addition2025-12-312026-02-10 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF786 sharesnew addition2025-12-312026-02-10 SBUX STARBUCKS CORP COM738 sharesnew addition2025-12-312026-02-10 BKNG BOOKING HOLDINGS INC COM11 sharesnew addition2025-12-312026-02-10 LLY ELI LILLY & CO COM57 sharesnew addition2025-12-312026-02-10 SOXX ISHARES SEMICONDUCTOR ETF204 sharesnew addition2025-12-312026-02-10 AGG ISHARES CORE US AGGREGATE BOND ETF609 shares-80.48%2025-12-312026-02-10 RRC RANGE RES CORP COM1.7K sharesnew addition2025-12-312026-02-10 LH LABCORP HOLDINGS INC COM SHS240 sharesnew addition2025-12-312026-02-10 APD AIR PRODS & CHEMS INC COM241 sharesnew addition2025-12-312026-02-10 GLD SPDR GOLD SHARES150 sharesnew addition2025-12-312026-02-10 VO VANGUARD MID-CAP ETF203 sharesnew addition2025-12-312026-02-10 SCHM SCHWAB US MID-CAP ETF1.9K sharesnew addition2025-12-312026-02-10 IBKR INTERACTIVE BROKERS GROUP INC COM CL A896 sharesnew addition2025-12-312026-02-10 TMO THERMO FISHER SCIENTIFIC INC COM98 sharesnew addition2025-12-312026-02-10 IYH ISHARES US HEALTHCARE ETF876 sharesnew addition2025-12-312026-02-10 WM WASTE MGMT INC DEL COM257 sharesnew addition2025-12-312026-02-10 BTU PEABODY ENERGY CORP COM1.9K sharesnew addition2025-12-312026-02-10 APH AMPHENOL CORP NEW CL A416 sharesnew addition2025-12-312026-02-10 DHR DANAHER CORPORATION COM244 sharesnew addition2025-12-312026-02-10 DEO DIAGEO PLC SPON ADR NEW633 sharesnew addition2025-12-312026-02-10 DVN DEVON ENERGY CORP NEW COM1.5K sharesnew addition2025-12-312026-02-10 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK657 sharesnew addition2025-12-312026-02-10 MUB ISHARES NATIONAL MUNI BOND ETF494 sharesnew addition2025-12-312026-02-10 GILD GILEAD SCIENCES INC COM431 sharesnew addition2025-12-312026-02-10 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF377 sharesnew addition2025-12-312026-02-10 OTIS OTIS WORLDWIDE CORP COM601 sharesnew addition2025-12-312026-02-10 OSK OSHKOSH CORP COM408 sharesnew addition2025-12-312026-02-10 WMB WILLIAMS COS INC COM825 sharesnew addition2025-12-312026-02-10 CXT CRANE NXT CO COM1.0K sharesnew addition2025-12-312026-02-10 HON HONEYWELL INTL INC COM242 sharesnew addition2025-12-312026-02-10 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF589 sharesnew addition2025-12-312026-02-10 UNP UNION PAC CORP COM202 sharesnew addition2025-12-312026-02-10 EXPD EXPEDITORS INTL WASH INC COM311 sharesnew addition2025-12-312026-02-10 F FORD MTR CO COM3.5K sharesnew addition2025-12-312026-02-10 NKE NIKE INC CL B717 sharesnew addition2025-12-312026-02-10 YUM YUM BRANDS INC COM295 sharesnew addition2025-12-312026-02-10 CAH CARDINAL HEALTH INC COM215 sharesnew addition2025-12-312026-02-10 IWR ISHARES RUSSELL MIDCAP ETF442 sharesnew addition2025-12-312026-02-10 ITA ISHARES US AEROSPACE & DEFENSE ETF196 sharesnew addition2025-12-312026-02-10 IMCB ISHARES MORNINGSTAR MID-CAP ETF487 sharesnew addition2025-12-312026-02-10 ACGL ARCH CAP GROUP LTD ORD419 sharesnew addition2025-12-312026-02-10 NVT NVENT ELECTRIC PLC SHS393 sharesnew addition2025-12-312026-02-10 PYPL PAYPAL HLDGS INC COM685 sharesnew addition2025-12-312026-02-10 REGN REGENERON PHARMACEUTICALS COM51 sharesnew addition2025-12-312026-02-10 DG DOLLAR GEN CORP NEW COM296 sharesnew addition2025-12-312026-02-10 TJX TJX COS INC NEW COM254 sharesnew addition2025-12-312026-02-10 DOCU DOCUSIGN INC COM566 sharesnew addition2025-12-312026-02-10 GRF EAGLE CAP GROWTH FD INC COM3.6K sharesnew addition2025-12-312026-02-10 INMD INMODE LTD SHS2.6K sharesnew addition2025-12-312026-02-10 ZBH ZIMMER BIOMET HOLDINGS INC COM424 sharesnew addition2025-12-312026-02-10 THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF600 sharesnew addition2025-12-312026-02-10 SCHB SCHWAB US BROAD MARKET ETF1.4K sharesnew addition2025-12-312026-02-10 HAL HALLIBURTON CO COM1.3K sharesnew addition2025-12-312026-02-10 GIS GENERAL MLS INC COM798 sharesnew addition2025-12-312026-02-10 IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF942 sharesnew addition2025-12-312026-02-10 LINDE PLC SHS LINDE PLC SHS84 sharesnew addition2025-12-312026-02-10 DIS DISNEY WALT CO COM314 sharesnew addition2025-12-312026-02-10 VLO VALERO ENERGY CORP COM216 sharesnew addition2025-12-312026-02-10 HCA HCA HEALTHCARE INC COM75 sharesnew addition2025-12-312026-02-10 CTAS CINTAS CORP COM179 sharesnew addition2025-12-312026-02-10 CYRX CRYOPORT INC COM PAR3.5K sharesnew addition2025-12-312026-02-10 AMRZ AMRIZE LTD SHS617 sharesnew addition2025-12-312026-02-10 GM GENERAL MTRS CO COM408 sharesnew addition2025-12-312026-02-10 VTI VANGUARD TOTAL STOCK MARKET ETF96 sharesnew addition2025-12-312026-02-10 MKL MARKEL GROUP INC COM15 sharesnew addition2025-12-312026-02-10 CAR AVIS BUDGET GROUP COM250 sharesnew addition2025-12-312026-02-10 ITW ILLINOIS TOOL WKS INC COM129 sharesnew addition2025-12-312026-02-10 KLAC KLA CORP COM NEW26 sharesnew addition2025-12-312026-02-10 ACHR ARCHER AVIATION INC COM CL A4.2K sharesnew addition2025-12-312026-02-10 DON WISDOMTREE US MIDCAP DIVIDEND FUND612 sharesnew addition2025-12-312026-02-10 FSK FS KKR CAP CORP COM2.1K sharesnew addition2025-12-312026-02-10 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS103 sharesnew addition2025-12-312026-02-10 AVUV AVANTIS US SMALL CAP VALUE ETF305 sharesnew addition2025-12-312026-02-10 CTVA CORTEVA INC COM444 sharesnew addition2025-12-312026-02-10 AMD ADVANCED MICRO DEVICES INC COM139 sharesnew addition2025-12-312026-02-10 KMI KINDER MORGAN INC DEL COM1.1K sharesnew addition2025-12-312026-02-10 SILA SILA REALTY TRUST INC COMMON STOCK1.3K sharesnew addition2025-12-312026-02-10 PRU PRUDENTIAL FINL INC COM261 sharesnew addition2025-12-312026-02-10 BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN1.3K sharesnew addition2025-12-312026-02-10 PLTR PALANTIR TECHNOLOGIES INC CL A162 sharesnew addition2025-12-312026-02-10 FTNT FORTINET INC COM360 sharesnew addition2025-12-312026-02-10 XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF458 sharesnew addition2025-12-312026-02-10 AX AXOS FINANCIAL INC COM328 sharesnew addition2025-12-312026-02-10 MAR MARRIOTT INTL INC NEW CL A90 sharesnew addition2025-12-312026-02-10 AEP AMERICAN ELEC PWR CO INC COM238 sharesnew addition2025-12-312026-02-10 BRO BROWN & BROWN INC COM333 sharesnew addition2025-12-312026-02-10 GLW CORNING INC COM300 sharesnew addition2025-12-312026-02-10 TAP 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