The Analysis of Berger Financial Group, Inc's Holdings

Currently, Berger Financial Group, Inc holds 459 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in OMC (+68.9K shares, valued at $5.6M), N/A (+63.6K shares, valued at $4.2M), XLU (+62.7K shares, valued at $2.7M); decreased their positions in CHRW (-12.0K shares, valued at $1.9M), BND (-16.1K shares, valued at $1.2M), ABBV (-4.9K shares, valued at $1.1M); initiated new positions in OMC (+68.9K shares, valued at $5.6M), N/A (+63.6K shares, valued at $4.2M), GPIX (+38.6K shares, valued at $2.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR3.2M shares3.13%2025-12-312026-01-27

PJFG PGIM ETF TR722.5K shares-0.26%2025-12-312026-01-27

SCHG SCHWAB STRATEGIC TR2.3M shares1.22%2025-12-312026-01-27

JBND J P MORGAN EXCHANGE TRADED F1.3M shares3.57%2025-12-312026-01-27

SCHX SCHWAB STRATEGIC TR2.3M shares-1.09%2025-12-312026-01-27

LMBS FIRST TR EXCHANGE-TRADED FD1.1M shares4.27%2025-12-312026-01-27

AAPL APPLE INC160.7K shares-1.76%2025-12-312026-01-27

JCPB J P MORGAN EXCHANGE TRADED F883.2K shares4.47%2025-12-312026-01-27

Sponsored

HTRB HARTFORD FDS EXCHANGE TRADED896.5K shares6.02%2025-12-312026-01-27

PYLD PIMCO ETF TR1.1M shares3.45%2025-12-312026-01-27

DFAI DIMENSIONAL ETF TRUST650.4K shares4.63%2025-12-312026-01-27

NVDA NVIDIA CORPORATION129.5K shares-0.20%2025-12-312026-01-27

FBT FIRST TR EXCHANGE-TRADED FD115.0K shares-0.47%2025-12-312026-01-27

CHRW C H ROBINSON WORLDWIDE INC144.3K shares-7.69%2025-12-312026-01-27

DFAE DIMENSIONAL ETF TRUST706.3K shares2.04%2025-12-312026-01-27

AGG ISHARES TR216.3K shares-0.01%2025-12-312026-01-27

Sponsored

AMZN AMAZON COM INC93.2K shares-1.34%2025-12-312026-01-27

ALPHABET INC ALPHABET INC64.0K shares-2.47%2025-12-312026-01-27

MSFT MICROSOFT CORP40.1K shares-1.11%2025-12-312026-01-27

VUG VANGUARD INDEX FDS36.2K shares1.02%2025-12-312026-01-27

HODL VANECK BITCOIN ETF681.2K shares5.72%2025-12-312026-01-27

AVSC AMERICAN CENTY ETF TR280.8K shares3.86%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR24.2K shares-2.19%2025-12-312026-01-27

VANGUARD INDEX FDS VANGUARD INDEX FDS26.2K shares-1.72%2025-12-312026-01-27

Sponsored

AVMC AMERICAN CENTY ETF TR230.2K shares4.23%2025-12-312026-01-27

VTV VANGUARD INDEX FDS84.0K shares3.38%2025-12-312026-01-27

FEOE RBB FUND TRUST327.2K shares0.35%2025-12-312026-01-27

AVEM AMERICAN CENTY ETF TR202.8K shares0.92%2025-12-312026-01-27

MU MICRON TECHNOLOGY INC52.8K shares-6.84%2025-12-312026-01-27

NPFI NUSHARES ETF TR536.8K shares3.46%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR21.9K shares-0.41%2025-12-312026-01-27

COST COSTCO WHSL CORP NEW14.3K shares-0.27%2025-12-312026-01-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS39.5K shares3.42%2025-12-312026-01-27

SMMD ISHARES TR141.1K shares-1.00%2025-12-312026-01-27

MA MASTERCARD INCORPORATED18.2K shares-2.36%2025-12-312026-01-27

JNJ JOHNSON & JOHNSON49.5K shares-0.62%2025-12-312026-01-27

WMT WALMART INC89.9K shares0.83%2025-12-312026-01-27

HWKN HAWKINS INC70.0K shares0.00%2025-12-312026-01-27

V VISA INC27.8K shares-2.37%2025-12-312026-01-27

EMB ISHARES TR92.6K shares6.34%2025-12-312026-01-27

Sponsored

PREF PRINCIPAL EXCHANGE TRADED FD455.4K shares5.84%2025-12-312026-01-27

DFCF DIMENSIONAL ETF TRUST201.2K shares28.70%2025-12-312026-01-27

TE CONNECTIVITY PLC TE CONNECTIVITY PLC36.2K shares-2.66%2025-12-312026-01-27

FESM FIDELITY COVINGTON TRUST208.9K shares-0.55%2025-12-312026-01-27

CENCORA INC CENCORA INC22.7K shares-1.48%2025-12-312026-01-27

LMT LOCKHEED MARTIN CORP15.9K shares-9.17%2025-12-312026-01-27

UJUN INNOVATOR ETFS TRUST204.5K shares-5.61%2025-12-312026-01-27

DFAC DIMENSIONAL ETF TRUST192.3K shares3.13%2025-12-312026-01-27

Sponsored

EXPD EXPEDITORS INTL WASH INC50.8K shares-0.04%2025-12-312026-01-27

GILD GILEAD SCIENCES INC61.2K shares-0.68%2025-12-312026-01-27

TJX TJX COS INC NEW48.1K shares-0.62%2025-12-312026-01-27

HIG HARTFORD INSURANCE GROUP INC51.9K shares-0.28%2025-12-312026-01-27

L LOEWS CORP67.7K shares-0.39%2025-12-312026-01-27

LLY ELI LILLY & CO6.6K shares-2.88%2025-12-312026-01-27

IJUL INNOVATOR ETFS TRUST209.7K shares-0.59%2025-12-312026-01-27

LDOS LEIDOS HOLDINGS INC38.7K shares-0.90%2025-12-312026-01-27

Sponsored

T AT&T INC278.3K shares0.81%2025-12-312026-01-27

CB CHUBB LIMITED22.0K shares0.53%2025-12-312026-01-27

ALL ALLSTATE CORP32.3K shares0.43%2025-12-312026-01-27

FE FIRSTENERGY CORP144.7K shares0.28%2025-12-312026-01-27

PEP PEPSICO INC44.0K shares-1.77%2025-12-312026-01-27

CTSH COGNIZANT TECHNOLOGY SOLUTIO74.6K shares0.86%2025-12-312026-01-27

APA CORPORATION APA CORPORATION252.6K shares-1.14%2025-12-312026-01-27

SCHF SCHWAB STRATEGIC TR255.8K shares0.36%2025-12-312026-01-27

Sponsored

VTI VANGUARD INDEX FDS18.1K shares-0.89%2025-12-312026-01-27

IWY ISHARES TR21.2K shares-2.30%2025-12-312026-01-27

ADSK AUTODESK INC19.3K shares0.41%2025-12-312026-01-27

LYV LIVE NATION ENTERTAINMENT IN39.9K shares0.88%2025-12-312026-01-27

FFIV F5 INC21.8K shares1.02%2025-12-312026-01-27

OMC OMNICOM GROUP INC68.9K sharesnew addition2025-12-312026-01-27

J JACOBS SOLUTIONS INC41.5K shares0.87%2025-12-312026-01-27

NWSA NEWS CORP NEW209.9K shares0.52%2025-12-312026-01-27

Sponsored

TSLA TESLA INC12.2K shares-5.33%2025-12-312026-01-27

AVY AVERY DENNISON CORP29.7K shares-0.89%2025-12-312026-01-27

VICI VICI PPTYS INC188.7K shares-0.63%2025-12-312026-01-27

ELV ELEVANCE HEALTH INC FORMERLY14.5K shares-1.75%2025-12-312026-01-27

XLU SELECT SECTOR SPDR TR117.0K shares115.47%2025-12-312026-01-27

MGK VANGUARD WORLD FD11.8K shares12.72%2025-12-312026-01-27

CGUS CAPITAL GROUP CORE EQUITY ET120.5K shares5.03%2025-12-312026-01-27

WDAY WORKDAY INC22.1K shares0.45%2025-12-312026-01-27

Sponsored

ALPHABET INC ALPHABET INC15.1K shares-0.05%2025-12-312026-01-27

CMCSA COMCAST CORP NEW157.5K shares-0.69%2025-12-312026-01-27

CION CION INVT CORP485.2K shares0.06%2025-12-312026-01-27

BSCS INVESCO EXCH TRD SLF IDX FD227.6K shares-0.81%2025-12-312026-01-27

FTNT FORTINET INC57.8K shares-1.17%2025-12-312026-01-27

HD HOME DEPOT INC13.3K shares-2.64%2025-12-312026-01-27

EOG EOG RES INC43.4K shares-3.32%2025-12-312026-01-27

BND VANGUARD BD INDEX FDS59.7K shares-21.19%2025-12-312026-01-27

Sponsored

EFG ISHARES TR38.7K shares6.25%2025-12-312026-01-27

GEW EA SERIES TRUST84.3K shares0.00%2025-12-312026-01-27

JPEM J P MORGAN EXCHANGE TRADED F69.8K shares0.95%2025-12-312026-01-27

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO63.6K sharesnew addition2025-12-312026-01-27

QCOM QUALCOMM INC23.9K shares5.76%2025-12-312026-01-27

IRT INDEPENDENCE RLTY TR INC233.8K shares-9.72%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.12.5K shares1.41%2025-12-312026-01-27

CDW CDW CORP29.3K shares-1.87%2025-12-312026-01-27

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD199.5K shares-0.21%2025-12-312026-01-27

UNH UNITEDHEALTH GROUP INC11.9K shares-18.31%2025-12-312026-01-27

VEA VANGUARD TAX-MANAGED FDS62.3K shares-0.77%2025-12-312026-01-27

EJUL INNOVATOR ETFS TRUST127.7K shares-6.23%2025-12-312026-01-27

META META PLATFORMS INC5.7K shares2.84%2025-12-312026-01-27

BA BOEING CO17.0K shares-0.37%2025-12-312026-01-27

HSIC HENRY SCHEIN INC47.7K shares6.24%2025-12-312026-01-27

BSCQ INVESCO EXCH TRD SLF IDX FD179.6K shares-0.33%2025-12-312026-01-27

Sponsored

UDEC INNOVATOR ETFS TRUST88.4K shares0.69%2025-12-312026-01-27

BROADCOM INC BROADCOM INC10.1K shares-3.58%2025-12-312026-01-27

GSST GOLDMAN SACHS ETF TR68.4K shares51.94%2025-12-312026-01-27

ABBV ABBVIE INC15.1K shares-24.61%2025-12-312026-01-27

DFUS DIMENSIONAL ETF TRUST45.5K shares12.42%2025-12-312026-01-27

FICO FAIR ISAAC CORP2.0K shares-16.50%2025-12-312026-01-27

GDDY GODADDY INC24.9K shares2.97%2025-12-312026-01-27

RISR TIDAL TRUST I85.4K shares41.32%2025-12-312026-01-27

Sponsored

GMUB GOLDMAN SACHS ETF TR59.3K shares-4.97%2025-12-312026-01-27

BSVO EA SERIES TRUST129.9K shares3.05%2025-12-312026-01-27

DFAW DIMENSIONAL ETF TRUST40.4K shares10.12%2025-12-312026-01-27

UAPR INNOVATOR ETFS TRUST88.1K shares-8.30%2025-12-312026-01-27

DCI DONALDSON INC30.4K shares-0.32%2025-12-312026-01-27

XEL XCEL ENERGY INC36.2K shares-4.28%2025-12-312026-01-27

CHD CHURCH & DWIGHT CO INC31.9K shares-6.59%2025-12-312026-01-27

XLP SELECT SECTOR SPDR TR33.7K shares-0.87%2025-12-312026-01-27

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T97.5K shares15.33%2025-12-312026-01-27

TMO THERMO FISHER SCIENTIFIC INC4.3K shares-2.80%2025-12-312026-01-27

FLQM FRANKLIN TEMPLETON ETF TR42.7K shares-0.61%2025-12-312026-01-27

XLK SELECT SECTOR SPDR TR16.4K shares91.92%2025-12-312026-01-27

KJUL INNOVATOR ETFS TRUST73.3K shares0.42%2025-12-312026-01-27

ISRG INTUITIVE SURGICAL INC4.1K shares-0.49%2025-12-312026-01-27

SGOV ISHARES TR22.9K shares21.90%2025-12-312026-01-27

UAUG INNOVATOR ETFS TRUST57.1K shares-1.87%2025-12-312026-01-27

Sponsored

DFIC DIMENSIONAL ETF TRUST66.0K shares-3.80%2025-12-312026-01-27

IVV ISHARES TR3.3K shares-0.18%2025-12-312026-01-27

SCHV SCHWAB STRATEGIC TR75.8K shares4.95%2025-12-312026-01-27

PH PARKER-HANNIFIN CORP2.5K shares2.21%2025-12-312026-01-27

INTU INTUIT3.4K shares-0.86%2025-12-312026-01-27

UJUL INNOVATOR ETFS TRUST57.2K shares-3.20%2025-12-312026-01-27

XLV SELECT SECTOR SPDR TR14.3K shares-3.61%2025-12-312026-01-27

CRWD CROWDSTRIKE HLDGS INC4.7K shares-1.47%2025-12-312026-01-27

Sponsored

USSH WISDOMTREE TR43.2K shares46.12%2025-12-312026-01-27

HNDL STRATEGY SHS96.5K shares-7.94%2025-12-312026-01-27

XOM EXXON MOBIL CORP17.5K shares4.04%2025-12-312026-01-27

VWO VANGUARD INTL EQUITY INDEX F39.1K shares0.47%2025-12-312026-01-27

DFAS DIMENSIONAL ETF TRUST30.1K shares-3.88%2025-12-312026-01-27

DFAU DIMENSIONAL ETF TRUST44.3K shares18.91%2025-12-312026-01-27

UFEB INNOVATOR ETFS TRUST55.5K shares-2.84%2025-12-312026-01-27

GPIX GOLDMAN SACHS ETF TR38.6K sharesnew addition2025-12-312026-01-27

Sponsored

RSPH INVESCO EXCHANGE TRADED FD T63.1K shares-9.56%2025-12-312026-01-27

BOND PIMCO ETF TR21.1K shares5.37%2025-12-312026-01-27

DFAX DIMENSIONAL ETF TRUST59.8K shares10.44%2025-12-312026-01-27

VB VANGUARD INDEX FDS7.4K shares-3.29%2025-12-312026-01-27

VV VANGUARD INDEX FDS6.0K shares-3.34%2025-12-312026-01-27

IOCT INNOVATOR ETFS TRUST54.1K shares23.86%2025-12-312026-01-27

CAT CATERPILLAR INC3.1K shares-1.18%2025-12-312026-01-27

EFAV ISHARES TR20.6K shares-0.09%2025-12-312026-01-27

Sponsored

DFLV DIMENSIONAL ETF TRUST51.7K shares67.04%2025-12-312026-01-27

DLN WISDOMTREE TR20.0K shares0.12%2025-12-312026-01-27

XT ISHARES TR25.1K shares-4.85%2025-12-312026-01-27

IGSB ISHARES TR32.9K shares60.97%2025-12-312026-01-27

MEDTRONIC PLC MEDTRONIC PLC18.1K shares-5.20%2025-12-312026-01-27

NFLX NETFLIX INC17.8K shares898.15%2025-12-312026-01-27

IJUN INNOVATOR ETFS TRUST57.0K shares0.00%2025-12-312026-01-27

DBL DOUBLELINE OPPORTUNISTIC CR107.9K shares2.35%2025-12-312026-01-27

Sponsored

IDEC INNOVATOR ETFS TRUST50.7K shares-5.23%2025-12-312026-01-27

MOAT VANECK ETF TRUST15.7K shares-8.34%2025-12-312026-01-27

GLD SPDR GOLD TR4.1K shares7.08%2025-12-312026-01-27

FBND FIDELITY MERRIMACK STR TR34.8K shares1.48%2025-12-312026-01-27

GE AEROSPACE GE AEROSPACE5.2K shares59.90%2025-12-312026-01-27

JEPI J P MORGAN EXCHANGE TRADED F27.8K shares2.36%2025-12-312026-01-27

JPIB J P MORGAN EXCHANGE TRADED F32.5K shares3.33%2025-12-312026-01-27

EOCT INNOVATOR ETFS TRUST49.4K shares11.04%2025-12-312026-01-27

Sponsored

IQLT ISHARES TR33.9K shares-2.41%2025-12-312026-01-27

VGT VANGUARD WORLD FD2.0K shares-2.84%2025-12-312026-01-27

TSM TAIWAN SEMICONDUCTOR MFG LTD5.0K shares8.25%2025-12-312026-01-27

MMM 3M CO9.3K shares-13.44%2025-12-312026-01-27

SYK STRYKER CORPORATION4.2K shares-3.40%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.4K shares-0.10%2025-12-312026-01-27

USFR WISDOMTREE TR28.9K shares44.03%2025-12-312026-01-27

ORCL ORACLE CORP7.4K shares5.68%2025-12-312026-01-27

Sponsored

DFIV DIMENSIONAL ETF TRUST27.9K shares0.06%2025-12-312026-01-27

PANW PALO ALTO NETWORKS INC7.5K shares-2.37%2025-12-312026-01-27

ISHARES GOLD TR ISHARES GOLD TR17.0K shares33.86%2025-12-312026-01-27

CGMU CAPITAL GRP FIXED INCM ETF T50.3K shares107.45%2025-12-312026-01-27

VIG VANGUARD SPECIALIZED FUNDS6.2K shares26.71%2025-12-312026-01-27

JMUB J P MORGAN EXCHANGE TRADED F26.8K shares0.48%2025-12-312026-01-27

IAPR INNOVATOR ETFS TRUST43.6K shares-15.62%2025-12-312026-01-27

UOCT INNOVATOR ETFS TRUST34.1K shares155.80%2025-12-312026-01-27

Sponsored

FNDX SCHWAB STRATEGIC TR48.6K shares0.11%2025-12-312026-01-27

SSO PROSHARES TR22.7K shares98.62%2025-12-312026-01-27

USEP INNOVATOR ETFS TRUST33.2K shares0.00%2025-12-312026-01-27

LNC LINCOLN NATL CORP IND28.2K shares-3.76%2025-12-312026-01-27

AMGN AMGEN INC3.8K shares-0.08%2025-12-312026-01-27

UMAR INNOVATOR ETFS TRUST30.8K shares0.00%2025-12-312026-01-27

BMO BANK MONTREAL QUE9.3K shares0.00%2025-12-312026-01-27

WFC WELLS FARGO CO NEW12.7K shares-9.75%2025-12-312026-01-27

Sponsored

EATON CORP PLC EATON CORP PLC3.7K shares34.99%2025-12-312026-01-27

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD77.3K sharesnew addition2025-12-312026-01-27

GS GOLDMAN SACHS GROUP INC1.3K shares0.08%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO8.0K shares-14.72%2025-12-312026-01-27

FI FISERV INC16.8K shares-7.65%2025-12-312026-01-27

VXUS VANGUARD STAR FDS14.3K shares14.71%2025-12-312026-01-27

BSX BOSTON SCIENTIFIC CORP11.2K shares-0.02%2025-12-312026-01-27

NEE NEXTERA ENERGY INC13.2K shares-2.09%2025-12-312026-01-27

Sponsored

KO COCA COLA CO15.0K shares2.23%2025-12-312026-01-27

OPRT OPORTUN FINL CORP196.5K shares0.00%2025-12-312026-01-27

MS MORGAN STANLEY5.8K shares-1.95%2025-12-312026-01-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.1K shares0.29%2025-12-312026-01-27

CSCO CISCO SYS INC13.3K shares-2.89%2025-12-312026-01-27

RZG INVESCO EXCHANGE TRADED FD T18.8K shares0.01%2025-12-312026-01-27

BBAG J P MORGAN EXCHANGE TRADED F22.0K shares-10.81%2025-12-312026-01-27

TECH BIO-TECHNE CORP17.3K shares-22.41%2025-12-312026-01-27

Sponsored

GINN GOLDMAN SACHS ETF TR13.9K shares0.35%2025-12-312026-01-27

MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares-3.53%2025-12-312026-01-27

XYLD GLOBAL X FDS24.3K shares-4.11%2025-12-312026-01-27

VLO VALERO ENERGY CORP6.0K shares-2.01%2025-12-312026-01-27

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET24.9K shares1.82%2025-12-312026-01-27

SUB ISHARES TR9.0K shares0.45%2025-12-312026-01-27

AMD ADVANCED MICRO DEVICES INC4.5K shares3.95%2025-12-312026-01-27

HON HONEYWELL INTL INC4.9K shares0.00%2025-12-312026-01-27

Sponsored

POCT INNOVATOR ETFS TRUST21.5K shares0.79%2025-12-312026-01-27

MCD MCDONALDS CORP3.0K shares-3.51%2025-12-312026-01-27

IJAN INNOVATOR ETFS TRUST25.2K shares-3.77%2025-12-312026-01-27

CM CANADIAN IMPERIAL BANK OF CO10.0K shares0.00%2025-12-312026-01-27

KAPR INNOVATOR ETFS TRUST25.6K shares-4.79%2025-12-312026-01-27

EA SERIES TRUST EA SERIES TRUST17.6K sharesnew addition2025-12-312026-01-27

MERCK & CO INC MERCK & CO INC8.3K shares-0.36%2025-12-312026-01-27

FAST FASTENAL CO21.4K shares1.28%2025-12-312026-01-27

Sponsored

CEG CONSTELLATION ENERGY CORP2.4K shares3.98%2025-12-312026-01-27

UNOV INNOVATOR ETFS TRUST22.0K sharesnew addition2025-12-312026-01-27

GBTC GRAYSCALE BITCOIN TRUST ETF11.9K shares-15.23%2025-12-312026-01-27

DFUV DIMENSIONAL ETF TRUST17.3K shares0.02%2025-12-312026-01-27

BAC BANK AMERICA CORP14.5K shares-0.06%2025-12-312026-01-27

SPYM SPDR SERIES TRUST9.9K shares-8.63%2025-12-312026-01-27

ISTB ISHARES TR16.3K shares-0.46%2025-12-312026-01-27

DFAT DIMENSIONAL ETF TRUST13.2K shares0.00%2025-12-312026-01-27

Sponsored

SLV ISHARES SILVER TR12.1K shares-12.12%2025-12-312026-01-27

ABT ABBOTT LABS6.2K shares-52.92%2025-12-312026-01-27

IDEV ISHARES TR9.3K shares0.00%2025-12-312026-01-27

GEV GE VERNOVA INC1.2K shares18.56%2025-12-312026-01-27

GPIQ GOLDMAN SACHS ETF TR14.4K shares0.00%2025-12-312026-01-27

AXP AMERICAN EXPRESS CO2.1K shares-8.06%2025-12-312026-01-27

SHY ISHARES TR9.1K shares12.09%2025-12-312026-01-27

RSPT INVESCO EXCHANGE TRADED FD T16.4K shares0.01%2025-12-312026-01-27

Sponsored

IVW ISHARES TR6.0K shares0.77%2025-12-312026-01-27

RSPU INVESCO EXCHANGE TRADED FD T9.8K shares1.13%2025-12-312026-01-27

REMX VANECK ETF TRUST9.9K sharesnew addition2025-12-312026-01-27

PM PHILIP MORRIS INTL INC4.5K shares-7.45%2025-12-312026-01-27

PLTR PALANTIR TECHNOLOGIES INC4.0K shares3.17%2025-12-312026-01-27

FPE FIRST TR EXCH TRADED FD III39.2K shares-3.73%2025-12-312026-01-27

TRV TRAVELERS COMPANIES INC2.5K shares-20.54%2025-12-312026-01-27

SPTM SPDR SERIES TRUST8.6K shares-1.22%2025-12-312026-01-27

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XMHQ INVESCO EXCHANGE TRADED FD T6.8K shares-8.73%2025-12-312026-01-27

WMB WILLIAMS COS INC11.5K shares0.17%2025-12-312026-01-27

SPDW SPDR INDEX SHS FDS15.4K shares-0.05%2025-12-312026-01-27

DIVO AMPLIFY ETF TR15.4K shares3.03%2025-12-312026-01-27

COWZ PACER FDS TR11.2K shares2.82%2025-12-312026-01-27

KRE SPDR SERIES TRUST10.3K shares-38.27%2025-12-312026-01-27

SPMO INVESCO EXCH TRADED FD TR II5.6K shares128.78%2025-12-312026-01-27

VCSH VANGUARD SCOTTSDALE FDS8.3K shares2.86%2025-12-312026-01-27

Sponsored

APP APPLOVIN CORP966 shares-4.92%2025-12-312026-01-27

GIS GENERAL MLS INC13.8K shares-22.91%2025-12-312026-01-27

ECL ECOLAB INC2.4K shares-2.36%2025-12-312026-01-27

RCL ROYAL CARIBBEAN GROUP2.3K shares-20.99%2025-12-312026-01-27

IWF ISHARES TR1.3K shares5.55%2025-12-312026-01-27

IEMG ISHARES INC9.2K shares-0.04%2025-12-312026-01-27

SO SOUTHERN CO6.9K shares-2.79%2025-12-312026-01-27

UCON FIRST TR EXCHNG TRADED FD VI24.0K shares-5.90%2025-12-312026-01-27

Sponsored

JPST J P MORGAN EXCHANGE TRADED F11.9K shares143.30%2025-12-312026-01-27

CASY CASEYS GEN STORES INC1.1K shares0.18%2025-12-312026-01-27

LQD ISHARES TR5.4K shares8.78%2025-12-312026-01-27

CVX CHEVRON CORP NEW3.9K shares-3.83%2025-12-312026-01-27

IWM ISHARES TR2.4K shares-3.08%2025-12-312026-01-27

SMH VANECK ETF TRUST1.6K shares4.80%2025-12-312026-01-27

NLR VANECK ETF TRUST4.7K shares51.57%2025-12-312026-01-27

EPS WISDOMTREE TR8.1K shares0.00%2025-12-312026-01-27

Sponsored

XOP SPDR SERIES TRUST4.4K shares6.54%2025-12-312026-01-27

VT VANGUARD INTL EQUITY INDEX F4.0K shares-2.67%2025-12-312026-01-27

DIS DISNEY WALT CO4.9K shares-3.14%2025-12-312026-01-27

TGT TARGET CORP5.6K shares-30.21%2025-12-312026-01-27

XLE SELECT SECTOR SPDR TR12.3K shares91.03%2025-12-312026-01-27

ISEP INNOVATOR ETFS TRUST16.7K shares0.00%2025-12-312026-01-27

SCMB SCHWAB STRATEGIC TR20.7K shares0.12%2025-12-312026-01-27

KLAC KLA CORP437 shares0.00%2025-12-312026-01-27

Sponsored

DEM WISDOMTREE TR11.3K shares-5.57%2025-12-312026-01-27

XLRE SELECT SECTOR SPDR TR13.0K shares-10.34%2025-12-312026-01-27

RSPF INVESCO EXCHANGE TRADED FD T6.7K shares0.00%2025-12-312026-01-27

CRM SALESFORCE INC2.0K shares-1.50%2025-12-312026-01-27

FFIN FIRST FINL BANKSHARES INC17.4K shares0.00%2025-12-312026-01-27

VFH VANGUARD WORLD FD3.9K shares0.00%2025-12-312026-01-27

URA GLOBAL X FDS12.1K shares161.20%2025-12-312026-01-27

AEE AMEREN CORP5.1K shares0.00%2025-12-312026-01-27

Sponsored

CGIC CAPITAL GROUP INTERNATIONAL15.6K shares88.88%2025-12-312026-01-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.1K shares9.69%2025-12-312026-01-27

BNDI NEOS ETF TRUST10.5K shares1.87%2025-12-312026-01-27

JIRE J P MORGAN EXCHANGE TRADED F6.7K shares2.28%2025-12-312026-01-27

XLI SELECT SECTOR SPDR TR3.2K shares-1.56%2025-12-312026-01-27

GLTR ABRDN PRECIOUS METALS BASKET2.4K sharesnew addition2025-12-312026-01-27

IDMO INVESCO EXCH TRADED FD TR II8.8K shares119.88%2025-12-312026-01-27

IAUG INNOVATOR ETFS TRUST17.1K shares0.00%2025-12-312026-01-27

Sponsored

CSHI NEOS ETF TRUST9.7K shares16.74%2025-12-312026-01-27

IEFA ISHARES TR5.4K shares0.00%2025-12-312026-01-27

SCHM SCHWAB STRATEGIC TR15.8K shares-0.09%2025-12-312026-01-27

IBB ISHARES TR2.8K shares-0.67%2025-12-312026-01-27

USB US BANCORP DEL8.9K shares-5.75%2025-12-312026-01-27

VZ VERIZON COMMUNICATIONS INC11.4K shares8.44%2025-12-312026-01-27

CGDG CAPITAL GROUP DIVIDEND GROWE13.0K shares1.28%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.4K shares-10.34%2025-12-312026-01-27

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC3.5K shares0.09%2025-12-312026-01-27

VUSB VANGUARD BD INDEX FDS9.1K shares-0.10%2025-12-312026-01-27

XLY SELECT SECTOR SPDR TR3.7K shares100.00%2025-12-312026-01-27

WDC WESTERN DIGITAL CORP2.5K sharesnew addition2025-12-312026-01-27

SBUX STARBUCKS CORP5.2K shares-7.83%2025-12-312026-01-27

BLACKROCK INC BLACKROCK INC400 shares12.99%2025-12-312026-01-27

MO ALTRIA GROUP INC7.4K shares-3.32%2025-12-312026-01-27

SCHA SCHWAB STRATEGIC TR14.9K shares-0.13%2025-12-312026-01-27

Sponsored

WWW WOLVERINE WORLD WIDE INC23.0K shares0.00%2025-12-312026-01-27

VO VANGUARD INDEX FDS1.4K shares0.07%2025-12-312026-01-27

RPV INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-12-312026-01-27

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares0.13%2025-12-312026-01-27

LVHI LEGG MASON ETF INVT11.0K shares0.96%2025-12-312026-01-27

MCK MCKESSON CORP493 shares-0.40%2025-12-312026-01-27

UTES ETFIS SER TR I5.1K sharesnew addition2025-12-312026-01-27

SCHW SCHWAB CHARLES CORP4.0K shares3.93%2025-12-312026-01-27

Sponsored

TM TOYOTA MOTOR CORP1.8K shares0.05%2025-12-312026-01-27

IEF ISHARES TR4.1K shares-2.04%2025-12-312026-01-27

MGV VANGUARD WORLD FD2.8K shares-0.57%2025-12-312026-01-27

BKNG BOOKING HOLDINGS INC73 shares0.00%2025-12-312026-01-27

TSPA T ROWE PRICE ETF INC9.0K shares-3.81%2025-12-312026-01-27

AMAT APPLIED MATLS INC1.5K shares-7.17%2025-12-312026-01-27

SCHC SCHWAB STRATEGIC TR8.3K shares2.89%2025-12-312026-01-27

HCRB HARTFORD FDS EXCHANGE TRADED10.7K shares-15.54%2025-12-312026-01-27

Sponsored

FNDE SCHWAB STRATEGIC TR10.3K shares49.29%2025-12-312026-01-27

PJAN INNOVATOR ETFS TRUST7.9K shares0.00%2025-12-312026-01-27

COF CAPITAL ONE FINL CORP1.5K shares0.26%2025-12-312026-01-27

SDY SPDR SERIES TRUST2.6K shares7.57%2025-12-312026-01-27

SPHQ INVESCO EXCHANGE TRADED FD T4.8K sharesnew addition2025-12-312026-01-27

QYLD GLOBAL X FDS20.0K shares28.37%2025-12-312026-01-27

FDD FIRST TR EXCHANGE-TRADED FD20.1K shares4.25%2025-12-312026-01-27

BSCT INVESCO EXCH TRD SLF IDX FD18.7K sharesnew addition2025-12-312026-01-27

Sponsored

COIN COINBASE GLOBAL INC1.6K shares-0.83%2025-12-312026-01-27

DAL DELTA AIR LINES INC DEL5.0K shares-18.43%2025-12-312026-01-27

AIQ GLOBAL X FDS6.8K sharesnew addition2025-12-312026-01-27

BNDX VANGUARD CHARLOTTE FDS7.1K shares-1.53%2025-12-312026-01-27

WAB WABTEC1.6K shares43.61%2025-12-312026-01-27

FNDF SCHWAB STRATEGIC TR7.6K shares-1.61%2025-12-312026-01-27

DE DEERE & CO736 shares-3.66%2025-12-312026-01-27

GWW WW GRAINGER INC339 shares0.30%2025-12-312026-01-27

Sponsored

F FORD MTR CO26.0K shares64.88%2025-12-312026-01-27

INTC INTEL CORP9.2K shares-2.20%2025-12-312026-01-27

SCHB SCHWAB STRATEGIC TR12.9K shares0.71%2025-12-312026-01-27

VGK VANGUARD INTL EQUITY INDEX F4.1K shares0.02%2025-12-312026-01-27

VHT VANGUARD WORLD FD1.2K shares0.78%2025-12-312026-01-27

TD TORONTO DOMINION BK ONT3.5K shares0.00%2025-12-312026-01-27

WM WASTE MGMT INC DEL1.5K shares2.26%2025-12-312026-01-27

IBTG ISHARES TR14.3K shares0.00%2025-12-312026-01-27

Sponsored

TLT ISHARES TR3.8K shares-19.79%2025-12-312026-01-27

BLACKSTONE INC BLACKSTONE INC2.1K shares8.50%2025-12-312026-01-27

CL COLGATE PALMOLIVE CO4.1K shares-1.40%2025-12-312026-01-27

PSA PUBLIC STORAGE OPER CO1.2K shares-5.62%2025-12-312026-01-27

ITW ILLINOIS TOOL WKS INC1.3K shares28.19%2025-12-312026-01-27

IMAR INNOVATOR ETFS TRUST10.7K shares-9.48%2025-12-312026-01-27

IVE ISHARES TR1.5K sharesnew addition2025-12-312026-01-27

CGDV CAPITAL GROUP DIVIDEND VALUE7.3K shares-1.59%2025-12-312026-01-27

Sponsored

EAPR INNOVATOR ETFS TRUST10.6K shares-14.10%2025-12-312026-01-27

MUB ISHARES TR2.9K shares-22.21%2025-12-312026-01-27

INOV INNOVATOR ETFS TRUST9.1K sharesnew addition2025-12-312026-01-27

ADBE ADOBE INC895 shares-0.44%2025-12-312026-01-27

EXC EXELON CORP7.0K shares-0.23%2025-12-312026-01-27

SCCO SOUTHERN COPPER CORP2.1K shares-2.68%2025-12-312026-01-27

D DOMINION ENERGY INC5.2K shares-0.55%2025-12-312026-01-27

O REALTY INCOME CORP5.4K shares0.35%2025-12-312026-01-27

Sponsored

SPYV SPDR SERIES TRUST5.4K sharesnew addition2025-12-312026-01-27

JEPQ J P MORGAN EXCHANGE TRADED F5.2K shares-1.51%2025-12-312026-01-27

BP BP PLC8.7K shares-2.24%2025-12-312026-01-27

VTIP VANGUARD MALVERN FDS6.0K sharesnew addition2025-12-312026-01-27

TMFC RBB FD INC4.1K shares-6.73%2025-12-312026-01-27

PSX PHILLIPS 662.3K shares-6.65%2025-12-312026-01-27

STIP ISHARES TR2.9K sharesnew addition2025-12-312026-01-27

CWB SPDR SERIES TRUST3.3K shares0.03%2025-12-312026-01-27

Sponsored

PAVE GLOBAL X FDS6.1K shares22.94%2025-12-312026-01-27

RTX RTX CORPORATION1.6K shares0.38%2025-12-312026-01-27

CITIGROUP INC CITIGROUP INC2.5K sharesnew addition2025-12-312026-01-27

PFE PFIZER INC11.5K shares-21.70%2025-12-312026-01-27

VOOV VANGUARD ADMIRAL FDS INC1.4K shares0.22%2025-12-312026-01-27

EES WISDOMTREE TR5.0K shares0.00%2025-12-312026-01-27

VXF VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-27

BSV VANGUARD BD INDEX FDS3.6K shares0.11%2025-12-312026-01-27

Sponsored

LOW LOWES COS INC1.2K shares3.56%2025-12-312026-01-27

LNG CHENIERE ENERGY INC1.4K shares10.77%2025-12-312026-01-27

DFSV DIMENSIONAL ETF TRUST8.5K shares10.66%2025-12-312026-01-27

NTAP NETAPP INC2.6K shares-3.01%2025-12-312026-01-27

NOC NORTHROP GRUMMAN CORP486 shares13.55%2025-12-312026-01-27

FTSD FRANKLIN ETF TR3.0K shares0.43%2025-12-312026-01-27

AZO AUTOZONE INC81 shares0.00%2025-12-312026-01-27

ENB ENBRIDGE INC5.7K shares-1.33%2025-12-312026-01-27

Sponsored

KJAN INNOVATOR ETFS TRUST6.5K shares0.00%2025-12-312026-01-27

SUSB ISHARES TR10.6K shares-19.74%2025-12-312026-01-27

DGRO ISHARES TR3.9K shares-1.66%2025-12-312026-01-27

VCIT VANGUARD SCOTTSDALE FDS3.2K shares13.49%2025-12-312026-01-27

EMXC ISHARES INC3.6K shares0.11%2025-12-312026-01-27

APH AMPHENOL CORP NEW2.0K shares1.40%2025-12-312026-01-27

DES WISDOMTREE TR7.9K shares0.00%2025-12-312026-01-27

CTAS CINTAS CORP1.4K shares-4.06%2025-12-312026-01-27

Sponsored

VGSH VANGUARD SCOTTSDALE FDS4.4K shares0.00%2025-12-312026-01-27

DHR DANAHER CORPORATION1.1K shares1.43%2025-12-312026-01-27

SHEL SHELL PLC3.5K shares0.03%2025-12-312026-01-27

CGGO CAPITAL GROUP GBL GROWTH EQT7.4K shares1.86%2025-12-312026-01-27

LUV SOUTHWEST AIRLS CO6.2K sharesnew addition2025-12-312026-01-27

VBR VANGUARD INDEX FDS1.2K shares0.08%2025-12-312026-01-27

LPLA LPL FINL HLDGS INC706 shares0.00%2025-12-312026-01-27

VNQ VANGUARD INDEX FDS2.8K sharesnew addition2025-12-312026-01-27

Sponsored

UPS UNITED PARCEL SERVICE INC2.5K shares-4.30%2025-12-312026-01-27

TSCO TRACTOR SUPPLY CO4.9K shares-3.83%2025-12-312026-01-27

OXY OCCIDENTAL PETE CORP5.9K shares-6.65%2025-12-312026-01-27

AVUV AMERICAN CENTY ETF TR2.4K shares-1.98%2025-12-312026-01-27

BNOV INNOVATOR ETFS TRUST5.4K shares-13.30%2025-12-312026-01-27

DON WISDOMTREE TR4.6K shares0.02%2025-12-312026-01-27

XLF SELECT SECTOR SPDR TR4.3K sharesnew addition2025-12-312026-01-27

DGS WISDOMTREE TR4.1K shares0.54%2025-12-312026-01-27

Sponsored

REGN REGENERON PHARMACEUTICALS301 sharesnew addition2025-12-312026-01-27

SHOP SHOPIFY INC1.4K shares-10.88%2025-12-312026-01-27

SPYI NEOS ETF TRUST4.4K shares9.94%2025-12-312026-01-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL833 sharesnew addition2025-12-312026-01-27

VGIT VANGUARD SCOTTSDALE FDS3.8K sharesnew addition2025-12-312026-01-27

FTSL FIRST TR EXCHANGE-TRADED FD5.0K shares13.22%2025-12-312026-01-27

IJH ISHARES TR3.4K shares-4.78%2025-12-312026-01-27

BMY BRISTOL-MYERS SQUIBB CO4.2K shares-20.04%2025-12-312026-01-27

Sponsored

DISV DIMENSIONAL ETF TRUST6.0K shares0.25%2025-12-312026-01-27

ED CONSOLIDATED EDISON INC2.3K shares-0.26%2025-12-312026-01-27

DLS WISDOMTREE TR2.8K shares0.07%2025-12-312026-01-27

GDX VANECK ETF TRUST2.6K sharesnew addition2025-12-312026-01-27

BTCI NEOS ETF TRUST5.0K shares0.00%2025-12-312026-01-27

OHI OMEGA HEALTHCARE INVS INC4.9K shares0.00%2025-12-312026-01-27

DUSB DIMENSIONAL ETF TRUST4.3K sharesnew addition2025-12-312026-01-27

SCZ ISHARES TR2.8K shares0.07%2025-12-312026-01-27

Sponsored

MBB ISHARES TR2.3K shares-20.06%2025-12-312026-01-27

PTF INVESCO EXCHANGE TRADED FD T2.8K shares-4.08%2025-12-312026-01-27

SCHP SCHWAB STRATEGIC TR8.1K shares0.00%2025-12-312026-01-27

TXN TEXAS INSTRS INC1.2K shares-0.73%2025-12-312026-01-27

GOVT ISHARES TR9.2K shares0.00%2025-12-312026-01-27

EPD ENTERPRISE PRODS PARTNERS L6.6K shares0.00%2025-12-312026-01-27

SLYV SPDR SERIES TRUST2.3K shares0.39%2025-12-312026-01-27

JVAL J P MORGAN EXCHANGE TRADED F4.3K shares0.00%2025-12-312026-01-27

Sponsored

EXAS EXACT SCIENCES CORP2.1K sharesnew addition2025-12-312026-01-27

IBTH ISHARES TR9.2K shares0.00%2025-12-312026-01-27

SPIB SPDR SERIES TRUST6.1K shares-4.51%2025-12-312026-01-27

RING ISHARES INC2.8K sharesnew addition2025-12-312026-01-27

AME AMETEK INC997 sharesnew addition2025-12-312026-01-27

DVY ISHARES TR1.4K shares-2.45%2025-12-312026-01-27

FFLC FIDELITY COVINGTON TRUST3.8K sharesnew addition2025-12-312026-01-27

AVAV AEROVIRONMENT INC832 sharesnew addition2025-12-312026-01-27

Sponsored

MDLZ MONDELEZ INTL INC3.7K shares-0.64%2025-12-312026-01-27

EA ELECTRONIC ARTS INC981 shares-4.85%2025-12-312026-01-27

VFL ABRDN NATL MUN INCOME FD19.2K shares-9.44%2025-12-312026-01-27

EFA ISHARES TR2.1K shares20.25%2025-12-312026-01-27

JPC NUVEEN PFD & INCOME OPPORTUN24.2K shares2.30%2025-12-312026-01-27

SMB VANECK ETF TRUST11.0K shares0.00%2025-12-312026-01-27

DSL DOUBLELINE INCOME SOLUTIONS11.5K sharesnew addition2025-12-312026-01-27

LYG LLOYDS BANKING GROUP PLC19.5K shares-0.43%2025-12-312026-01-27

Sponsored

GEVO GEVO INC13.0K sharesnew addition2025-12-312026-01-27

LXRX LEXICON PHARMACEUTICALS INC10.0K shares-8.50%2025-12-312026-01-27

NUBURU INC NUBURU INC10.2K shares0.00%2025-12-312026-01-27

Call Option Holdings

INVESCO QQQ TR Call CallINVESCO QQQ TR1.2K sharesnew addition2025-12-312026-01-27

MU Call CallMICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-01-27

SPY Call CallSPDR S&P 500 ETF TR300 sharesnew addition2025-12-312026-01-27

META Call CallMETA PLATFORMS INC300 sharesnew addition2025-12-312026-01-27

PLTR Call CallPALANTIR TECHNOLOGIES INC1.0K sharesnew addition2025-12-312026-01-27

UNH Call CallUNITEDHEALTH GROUP INC400 shares0.00%2025-12-312026-01-27

ALPHABET INC Call CallALPHABET INC400 sharesnew addition2025-12-312026-01-27

XLE Call CallSELECT SECTOR SPDR TR2.4K sharesnew addition2025-12-312026-01-27

NVDA Call CallNVIDIA CORPORATION500 sharesnew addition2025-12-312026-01-27

EFA Call CallISHARES TR900 shares-70.00%2025-12-312026-01-27

DIS Call CallDISNEY WALT CO700 sharesnew addition2025-12-312026-01-27

CSCO Call CallCISCO SYS INC500 sharesnew addition2025-12-312026-01-27

NFLX Call CallNETFLIX INC200 sharesnew addition2025-12-312026-01-27

Put Option Holdings

VANGUARD INDEX FDS Put PutVANGUARD INDEX FDS2.5K shares0.00%2025-12-312026-01-27

INVESCO QQQ TR Put PutINVESCO QQQ TR400 sharesnew addition2025-12-312026-01-27