The Analysis of Bragg Financial Advisors, Inc's Holdings

Currently, Bragg Financial Advisors, Inc holds 347 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in PLUS (+161.4K shares, valued at $14.2M), SFM (+122.7K shares, valued at $9.8M), NJR (+205.6K shares, valued at $9.5M); decreased their positions in FN (-98.3K shares, valued at $44.7M), IDCC (-33.2K shares, valued at $10.6M), SAIC (-49.3K shares, valued at $5.0M); initiated new positions in CMG (+63.2K shares, valued at $2.3M), SHW (+6.8K shares, valued at $2.2M), N/A (+10.0K shares, valued at $816.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC300.9K shares-0.80%2025-12-312026-02-13

MSFT MICROSOFT CORP165.9K shares0.34%2025-12-312026-02-13

VBR VANGUARD INDEX FDS295.3K shares0.42%2025-12-312026-02-13

ALPHABET INC ALPHABET INC183.7K shares-3.03%2025-12-312026-02-13

RLI RLI CORP780.7K shares4.63%2025-12-312026-02-13

UGI UGI CORP NEW1.3M shares18.75%2025-12-312026-02-13

SNX TD SYNNEX CORPORATION314.1K shares0.17%2025-12-312026-02-13

VBIL VANGUARD INSTL INDEX FD610.0K shares0.70%2025-12-312026-02-13

Sponsored

IDCC INTERDIGITAL INC136.7K shares-19.56%2025-12-312026-02-13

BROADCOM INC BROADCOM INC118.3K shares-5.65%2025-12-312026-02-13

VBK VANGUARD INDEX FDS135.3K shares2.29%2025-12-312026-02-13

AMAT APPLIED MATLS INC154.9K shares-1.85%2025-12-312026-02-13

ORCL ORACLE CORP190.4K shares-0.71%2025-12-312026-02-13

REVG REV GROUP INC574.3K shares1.14%2025-12-312026-02-13

META META PLATFORMS INC52.9K shares5.62%2025-12-312026-02-13

VUG VANGUARD INDEX FDS71.0K shares6.63%2025-12-312026-02-13

Sponsored

NJR NEW JERSEY RES CORP744.3K shares38.17%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO89.7K shares-1.14%2025-12-312026-02-13

VXUS VANGUARD STAR FDS431.7K shares2.44%2025-12-312026-02-13

OSK OSHKOSH CORP256.7K shares0.29%2025-12-312026-02-13

AMZN AMAZON COM INC137.2K shares-0.28%2025-12-312026-02-13

CSGS CSG SYS INTL INC409.0K shares0.28%2025-12-312026-02-13

VOE VANGUARD INDEX FDS175.9K shares3.65%2025-12-312026-02-13

VTEB VANGUARD MUN BD FDS616.0K shares5.84%2025-12-312026-02-13

Sponsored

JPM JPMORGAN CHASE & CO.96.1K shares3.81%2025-12-312026-02-13

AX AXOS FINANCIAL INC355.5K shares0.18%2025-12-312026-02-13

VOT VANGUARD INDEX FDS108.8K shares4.87%2025-12-312026-02-13

SFBS SERVISFIRST BANCSHARES INC420.4K shares0.04%2025-12-312026-02-13

VTV VANGUARD INDEX FDS157.9K shares3.20%2025-12-312026-02-13

CNO CNO FINL GROUP INC695.1K shares8.23%2025-12-312026-02-13

ARW ARROW ELECTRS INC265.2K shares7.84%2025-12-312026-02-13

MTG MGIC INVT CORP WIS971.4K shares4.69%2025-12-312026-02-13

Sponsored

NNI NELNET INC212.6K shares3.21%2025-12-312026-02-13

JBTM JBT MAREL CORPORATION187.0K shares0.33%2025-12-312026-02-13

MDU MDU RES GROUP INC1.4M shares9.75%2025-12-312026-02-13

NVDA NVIDIA CORPORATION147.7K shares-1.83%2025-12-312026-02-13

FN FABRINET60.1K shares-62.04%2025-12-312026-02-13

CSCO CISCO SYS INC350.1K shares-0.18%2025-12-312026-02-13

PVH PVH CORPORATION398.3K shares-0.14%2025-12-312026-02-13

SYNA SYNAPTICS INC356.1K shares0.66%2025-12-312026-02-13

Sponsored

VSH VISHAY INTERTECHNOLOGY INC1.8M shares-0.23%2025-12-312026-02-13

IMKTA INGLES MKTS INC372.2K shares22.72%2025-12-312026-02-13

LFUS LITTELFUSE INC99.7K shares1.22%2025-12-312026-02-13

AGCO AGCO CORP239.2K shares28.02%2025-12-312026-02-13

WMT WALMART INC223.2K shares-3.99%2025-12-312026-02-13

MSM MSC INDL DIRECT INC281.5K shares0.19%2025-12-312026-02-13

GLW CORNING INC262.2K shares-5.61%2025-12-312026-02-13

SFM SPROUTS FMRS MKT INC286.5K shares74.97%2025-12-312026-02-13

Sponsored

EATON CORP PLC EATON CORP PLC68.1K shares-1.29%2025-12-312026-02-13

GIII G III APPAREL GROUP LTD732.5K shares0.53%2025-12-312026-02-13

RTX RTX CORPORATION115.1K shares-3.26%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC98.3K shares-3.04%2025-12-312026-02-13

HMN HORACE MANN EDUCATORS CORP N455.2K shares0.20%2025-12-312026-02-13

MCD MCDONALDS CORP68.5K shares1.06%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS67.1K shares2.15%2025-12-312026-02-13

SCHL SCHOLASTIC CORP668.9K shares12.97%2025-12-312026-02-13

Sponsored

TJX TJX COS INC NEW128.6K shares-0.38%2025-12-312026-02-13

LEVI LEVI STRAUSS & CO NEW947.4K shares0.29%2025-12-312026-02-13

UPBD UPBOUND GROUP INC1.1M shares12.09%2025-12-312026-02-13

VCIT VANGUARD SCOTTSDALE FDS222.5K shares4.55%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON89.4K shares4.97%2025-12-312026-02-13

HD HOME DEPOT INC52.1K shares1.64%2025-12-312026-02-13

BKNG BOOKING HOLDINGS INC3.3K shares-0.27%2025-12-312026-02-13

MA MASTERCARD INCORPORATED30.1K shares1.33%2025-12-312026-02-13

Sponsored

RY ROYAL BK CDA99.4K shares0.66%2025-12-312026-02-13

SAIC SCIENCE APPLICATIONS INTL CO168.0K shares-22.69%2025-12-312026-02-13

AMGN AMGEN INC51.2K shares-0.39%2025-12-312026-02-13

ABBV ABBVIE INC73.4K shares-1.79%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE54.3K shares-4.80%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW19.1K shares-0.46%2025-12-312026-02-13

DIS DISNEY WALT CO144.3K shares2.42%2025-12-312026-02-13

QCOM QUALCOMM INC94.9K shares3.68%2025-12-312026-02-13

Sponsored

AMP AMERIPRISE FINL INC32.9K shares-1.88%2025-12-312026-02-13

PLUS EPLUS INC181.9K shares787.68%2025-12-312026-02-13

PGR PROGRESSIVE CORP69.4K shares40.42%2025-12-312026-02-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND58.0K shares4.08%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC146.5K shares-0.83%2025-12-312026-02-13

DHR DANAHER CORPORATION67.2K shares1.08%2025-12-312026-02-13

ALPHABET INC ALPHABET INC49.1K shares-3.32%2025-12-312026-02-13

XOM EXXON MOBIL CORP126.3K shares4.72%2025-12-312026-02-13

Sponsored

RJF RAYMOND JAMES FINL INC92.6K shares3.88%2025-12-312026-02-13

AAP ADVANCE AUTO PARTS INC370.8K shares0.64%2025-12-312026-02-13

IAC IAC INC369.6K shares-14.78%2025-12-312026-02-13

LLY ELI LILLY & CO13.4K shares1.28%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO98.3K shares0.62%2025-12-312026-02-13

TSLA TESLA INC31.2K shares-2.22%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD46.1K shares4.28%2025-12-312026-02-13

ABT ABBOTT LABS111.5K shares0.59%2025-12-312026-02-13

Sponsored

ASML ASML HOLDING N V13.0K shares5.20%2025-12-312026-02-13

VTWV VANGUARD SCOTTSDALE FDS85.7K shares-0.68%2025-12-312026-02-13

UNP UNION PAC CORP58.9K shares-0.21%2025-12-312026-02-13

TT TRANE TECHNOLOGIES PLC34.0K shares3.81%2025-12-312026-02-13

HON HONEYWELL INTL INC66.5K shares1.28%2025-12-312026-02-13

ECG EVERUS CONSTR GROUP150.7K shares0.39%2025-12-312026-02-13

DAR DARLING INGREDIENTS INC356.2K shares0.39%2025-12-312026-02-13

CRM SALESFORCE INC48.2K shares6.30%2025-12-312026-02-13

Sponsored

SO SOUTHERN CO145.1K shares-0.91%2025-12-312026-02-13

QRVO QORVO INC145.9K shares0.20%2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC11.4K shares2.75%2025-12-312026-02-13

BLACKSTONE INC BLACKSTONE INC75.3K shares5.50%2025-12-312026-02-13

DCO DUCOMMUN INC DEL120.7K shares0.43%2025-12-312026-02-13

ADBE ADOBE INC29.9K shares5.77%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC31.1K shares2.40%2025-12-312026-02-13

MUB ISHARES TR95.9K shares5.45%2025-12-312026-02-13

Sponsored

PEP PEPSICO INC69.6K shares2.17%2025-12-312026-02-13

SHEL SHELL PLC131.4K shares0.80%2025-12-312026-02-13

PLD PROLOGIS INC.75.1K shares-0.97%2025-12-312026-02-13

COP CONOCOPHILLIPS100.2K shares1.64%2025-12-312026-02-13

TMUS T-MOBILE US INC45.8K shares40.17%2025-12-312026-02-13

CMCSA COMCAST CORP NEW302.3K shares-2.90%2025-12-312026-02-13

RIO RIO TINTO PLC102.6K shares-1.59%2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC14.1K shares2.20%2025-12-312026-02-13

Sponsored

AVUV AMERICAN CENTY ETF TR77.3K shares69.77%2025-12-312026-02-13

NEE NEXTERA ENERGY INC96.9K shares-0.02%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR11.3K shares-2.61%2025-12-312026-02-13

LOW LOWES COS INC31.4K shares-3.90%2025-12-312026-02-13

GGG GRACO INC91.2K shares0.28%2025-12-312026-02-13

SYK STRYKER CORPORATION20.8K shares5.32%2025-12-312026-02-13

TXN TEXAS INSTRS INC41.7K shares-11.55%2025-12-312026-02-13

DE DEERE & CO15.5K shares14.13%2025-12-312026-02-13

Sponsored

SUB ISHARES TR67.3K shares5.43%2025-12-312026-02-13

PFE PFIZER INC286.4K shares0.98%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.8K shares-0.27%2025-12-312026-02-13

PRU PRUDENTIAL FINL INC59.3K shares-38.60%2025-12-312026-02-13

KO COCA COLA CO91.6K shares156.19%2025-12-312026-02-13

SBUX STARBUCKS CORP75.0K shares-13.34%2025-12-312026-02-13

VSEC VSE CORP36.1K shares-13.87%2025-12-312026-02-13

CSW CSW INDUSTRIALS INC19.9K shares-5.28%2025-12-312026-02-13

Sponsored

NKE NIKE INC90.7K shares15.22%2025-12-312026-02-13

GPK GRAPHIC PACKAGING HLDG CO382.5K shares28.52%2025-12-312026-02-13

APD AIR PRODS & CHEMS INC23.1K shares-27.22%2025-12-312026-02-13

CNXC CONCENTRIX CORP137.2K shares-29.24%2025-12-312026-02-13

EQIX EQUINIX INC7.1K shares1.61%2025-12-312026-02-13

PANW PALO ALTO NETWORKS INC29.4K shares14.55%2025-12-312026-02-13

CVX CHEVRON CORP NEW35.3K shares-2.88%2025-12-312026-02-13

BXP BXP INC75.6K shares2.67%2025-12-312026-02-13

Sponsored

DFAT DIMENSIONAL ETF TRUST85.5K shares-4.17%2025-12-312026-02-13

AMT AMERICAN TOWER CORP NEW28.9K shares2.11%2025-12-312026-02-13

NFLX NETFLIX INC53.4K shares1244.24%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP13.4K shares12.18%2025-12-312026-02-13

PYPL PAYPAL HLDGS INC81.0K shares-3.66%2025-12-312026-02-13

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-12-312026-02-13

NOW SERVICENOW INC28.7K shares497.63%2025-12-312026-02-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW37.0K shares-3.33%2025-12-312026-02-13

Sponsored

TFC TRUIST FINL CORP85.1K shares8.29%2025-12-312026-02-13

VV VANGUARD INDEX FDS12.5K shares-2.71%2025-12-312026-02-13

FI FISERV INC58.3K shares-23.54%2025-12-312026-02-13

GEV GE VERNOVA INC5.9K shares-1.43%2025-12-312026-02-13

VTI VANGUARD INDEX FDS11.2K shares-0.37%2025-12-312026-02-13

FSBC FIVE STAR BANCORP103.0K shares1.17%2025-12-312026-02-13

VMBS VANGUARD SCOTTSDALE FDS78.1K shares3.56%2025-12-312026-02-13

DECK DECKERS OUTDOOR CORP35.1K shares-0.66%2025-12-312026-02-13

Sponsored

TIP ISHARES TR31.5K shares3.07%2025-12-312026-02-13

BK BANK NEW YORK MELLON CORP29.5K shares-5.51%2025-12-312026-02-13

HSY HERSHEY CO18.7K shares2.51%2025-12-312026-02-13

VB VANGUARD INDEX FDS12.9K shares-0.19%2025-12-312026-02-13

CAT CATERPILLAR INC5.8K shares-3.73%2025-12-312026-02-13

BAC BANK AMERICA CORP59.3K shares1.33%2025-12-312026-02-13

VGIT VANGUARD SCOTTSDALE FDS53.6K shares2.65%2025-12-312026-02-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.3K shares-0.80%2025-12-312026-02-13

Sponsored

FSTR FOSTER L B CO113.8K shares0.37%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR19.4K shares102.86%2025-12-312026-02-13

BDX BECTON DICKINSON & CO14.2K shares-16.11%2025-12-312026-02-13

IJJ ISHARES TR19.9K shares0.35%2025-12-312026-02-13

LINDE PLC LINDE PLC6.1K shares1180.04%2025-12-312026-02-13

HYMB SPDR SERIES TRUST103.8K shares1.67%2025-12-312026-02-13

VGT VANGUARD WORLD FD3.3K shares-3.24%2025-12-312026-02-13

GWW WW GRAINGER INC2.4K shares-5.30%2025-12-312026-02-13

Sponsored

VLO VALERO ENERGY CORP15.0K shares-4.58%2025-12-312026-02-13

FLO FLOWERS FOODS INC224.8K shares-0.71%2025-12-312026-02-13

BSV VANGUARD BD INDEX FDS30.4K shares3.63%2025-12-312026-02-13

CMG CHIPOTLE MEXICAN GRILL INC63.2K sharesnew addition2025-12-312026-02-13

IYW ISHARES TR11.7K shares0.00%2025-12-312026-02-13

XLC SELECT SECTOR SPDR TR19.7K shares2.26%2025-12-312026-02-13

TROW PRICE T ROWE GROUP INC22.5K shares-7.36%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.6K shares1.16%2025-12-312026-02-13

Sponsored

PWR QUANTA SVCS INC5.3K shares-27.21%2025-12-312026-02-13

SHW SHERWIN WILLIAMS CO6.8K sharesnew addition2025-12-312026-02-13

IVV ISHARES TR3.2K shares-0.96%2025-12-312026-02-13

PPG PPG INDS INC21.3K shares-52.56%2025-12-312026-02-13

VTWG VANGUARD SCOTTSDALE FDS9.2K shares-1.00%2025-12-312026-02-13

VO VANGUARD INDEX FDS7.4K shares-0.08%2025-12-312026-02-13

LOB LIVE OAK BANCSHARES INC59.4K shares0.00%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS9.2K shares140.25%2025-12-312026-02-13

Sponsored

DRI DARDEN RESTAURANTS INC10.9K shares-4.30%2025-12-312026-02-13

IR INGERSOLL RAND INC24.8K shares-4.24%2025-12-312026-02-13

SHM SPDR SERIES TRUST40.1K shares14.89%2025-12-312026-02-13

USHY ISHARES TR51.3K shares338.75%2025-12-312026-02-13

EXC EXELON CORP42.6K shares-12.05%2025-12-312026-02-13

ATI ATI INC16.0K shares3.97%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC2.0K shares0.00%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS27.2K shares-2.64%2025-12-312026-02-13

Sponsored

BNDX VANGUARD CHARLOTTE FDS35.1K shares6.00%2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO30.2K shares-7.37%2025-12-312026-02-13

VONE VANGUARD SCOTTSDALE FDS5.2K shares0.00%2025-12-312026-02-13

ELV ELEVANCE HEALTH INC FORMERLY4.5K shares0.00%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T33.3K shares0.00%2025-12-312026-02-13

VHT VANGUARD WORLD FD5.3K shares0.26%2025-12-312026-02-13

VOOV VANGUARD ADMIRAL FDS INC6.9K shares-0.58%2025-12-312026-02-13

DFUV DIMENSIONAL ETF TRUST29.8K shares0.00%2025-12-312026-02-13

Sponsored

PSX PHILLIPS 6610.4K shares-1.10%2025-12-312026-02-13

V VISA INC3.6K shares0.41%2025-12-312026-02-13

IJS ISHARES TR11.1K shares0.00%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F23.0K shares2.20%2025-12-312026-02-13

IWO ISHARES TR3.8K shares-0.60%2025-12-312026-02-13

CNC CENTENE CORP DEL30.0K shares0.00%2025-12-312026-02-13

CL COLGATE PALMOLIVE CO15.3K shares-8.53%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN4.6K shares-2.64%2025-12-312026-02-13

Sponsored

IJT ISHARES TR8.3K shares0.04%2025-12-312026-02-13

ESGV VANGUARD WORLD FD9.5K shares-0.54%2025-12-312026-02-13

WFC WELLS FARGO CO NEW12.3K shares-1.98%2025-12-312026-02-13

IJK ISHARES TR11.8K shares-0.19%2025-12-312026-02-13

SPYX SPDR SERIES TRUST20.1K shares0.64%2025-12-312026-02-13

CWI SPDR INDEX SHS FDS31.3K shares-5.25%2025-12-312026-02-13

MMM 3M CO7.0K shares13.70%2025-12-312026-02-13

IWM ISHARES TR4.5K shares-1.74%2025-12-312026-02-13

Sponsored

INTC INTEL CORP29.2K shares1.23%2025-12-312026-02-13

COKE COCA COLA CONS INC6.8K shares-3.80%2025-12-312026-02-13

IJR ISHARES TR8.6K shares0.00%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC25.3K shares-50.11%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS11.6K shares-0.82%2025-12-312026-02-13

AFL AFLAC INC9.2K shares-8.22%2025-12-312026-02-13

ESGD ISHARES TR10.2K shares0.25%2025-12-312026-02-13

ESML ISHARES TR21.0K shares2.07%2025-12-312026-02-13

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC22.7K shares-12.09%2025-12-312026-02-13

GIS GENERAL MLS INC19.1K shares0.00%2025-12-312026-02-13

MAR MARRIOTT INTL INC NEW2.9K shares0.00%2025-12-312026-02-13

ALLE ALLEGION PLC5.5K shares-1.02%2025-12-312026-02-13

IWF ISHARES TR1.8K shares-3.44%2025-12-312026-02-13

EFA ISHARES TR8.8K shares2.52%2025-12-312026-02-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC10.0K sharesnew addition2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-3.18%2025-12-312026-02-13

Sponsored

SCHW SCHWAB CHARLES CORP7.8K shares-0.58%2025-12-312026-02-13

YUM YUM BRANDS INC5.0K shares0.00%2025-12-312026-02-13

SYY SYSCO CORP10.0K shares-3.44%2025-12-312026-02-13

IWR ISHARES TR7.6K shares0.00%2025-12-312026-02-13

IJH ISHARES TR11.0K shares-0.52%2025-12-312026-02-13

BALL BALL CORP13.5K shares-1.12%2025-12-312026-02-13

BA BOEING CO3.2K shares-1.23%2025-12-312026-02-13

XLF SELECT SECTOR SPDR TR12.7K shares-0.90%2025-12-312026-02-13

Sponsored

NUSC NUSHARES ETF TR15.5K shares3.22%2025-12-312026-02-13

IWP ISHARES TR5.0K shares0.00%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS4.5K shares-12.23%2025-12-312026-02-13

BE BLOOM ENERGY CORP7.5K shares-49.85%2025-12-312026-02-13

MDLZ MONDELEZ INTL INC12.0K shares-3.17%2025-12-312026-02-13

CARR CARRIER GLOBAL CORPORATION12.2K shares-3.18%2025-12-312026-02-13

DIHP DIMENSIONAL ETF TRUST20.1K shares0.00%2025-12-312026-02-13

VDC VANGUARD WORLD FD3.0K shares-0.33%2025-12-312026-02-13

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T AT&T INC25.3K shares5.90%2025-12-312026-02-13

IWS ISHARES TR4.3K shares0.00%2025-12-312026-02-13

FTV FORTIVE CORP11.0K shares-4.54%2025-12-312026-02-13

ZTS ZOETIS INC4.8K shares46.44%2025-12-312026-02-13

VGSH VANGUARD SCOTTSDALE FDS10.2K shares26.55%2025-12-312026-02-13

AVDV AMERICAN CENTY ETF TR6.2K shares0.00%2025-12-312026-02-13

D DOMINION ENERGY INC9.8K shares-13.29%2025-12-312026-02-13

VOX VANGUARD WORLD FD2.9K shares0.00%2025-12-312026-02-13

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SPIB SPDR SERIES TRUST16.5K shares-15.25%2025-12-312026-02-13

PSA PUBLIC STORAGE OPER CO2.1K shares-2.93%2025-12-312026-02-13

VSGX VANGUARD WORLD FD7.7K shares12.11%2025-12-312026-02-13

XLV SELECT SECTOR SPDR TR3.5K shares0.86%2025-12-312026-02-13

ADI ANALOG DEVICES INC2.0K shares-2.48%2025-12-312026-02-13

MDY SPDR S&P MIDCAP 400 ETF TR899 shares0.00%2025-12-312026-02-13

VIS VANGUARD WORLD FD1.8K shares0.00%2025-12-312026-02-13

ACWX ISHARES TR7.9K shares0.00%2025-12-312026-02-13

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SCHP SCHWAB STRATEGIC TR20.0K shares-7.70%2025-12-312026-02-13

MUNI PIMCO ETF TR10.1K shares29.13%2025-12-312026-02-13

COF CAPITAL ONE FINL CORP2.2K shares-3.35%2025-12-312026-02-13

VCR VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-02-13

XLI SELECT SECTOR SPDR TR3.3K shares-1.77%2025-12-312026-02-13

VFH VANGUARD WORLD FD3.8K shares2.90%2025-12-312026-02-13

PFF ISHARES TR16.1K shares0.00%2025-12-312026-02-13

VCSH VANGUARD SCOTTSDALE FDS6.2K shares-1.50%2025-12-312026-02-13

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SPSB SPDR SERIES TRUST16.3K shares0.00%2025-12-312026-02-13

PNFP PINNACLE FINL PARTNERS INC5.1K shares-3.75%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.6K shares-6.79%2025-12-312026-02-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC10.0K sharesnew addition2025-12-312026-02-13

ITW ILLINOIS TOOL WKS INC2.0K shares15.32%2025-12-312026-02-13

SPMB SPDR SERIES TRUST21.4K shares-1.03%2025-12-312026-02-13

VPL VANGUARD INTL EQUITY INDEX F5.3K shares0.00%2025-12-312026-02-13

VOOG VANGUARD ADMIRAL FDS INC1.0K shares0.00%2025-12-312026-02-13

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XLY SELECT SECTOR SPDR TR3.9K shares93.43%2025-12-312026-02-13

SCHO SCHWAB STRATEGIC TR18.8K shares0.00%2025-12-312026-02-13

GPC GENUINE PARTS CO3.7K shares-12.44%2025-12-312026-02-13

FITB FIFTH THIRD BANCORP9.6K shares0.00%2025-12-312026-02-13

SUSC ISHARES TR19.0K shares4.67%2025-12-312026-02-13

ENB ENBRIDGE INC9.1K shares-1.61%2025-12-312026-02-13

SPG SIMON PPTY GROUP INC NEW2.4K shares8.44%2025-12-312026-02-13

DELL DELL TECHNOLOGIES INC3.4K shares0.00%2025-12-312026-02-13

Sponsored

MFC MANULIFE FINL CORP11.7K shares-3.55%2025-12-312026-02-13

GLD SPDR GOLD TR1.1K shares-2.95%2025-12-312026-02-13

MS MORGAN STANLEY2.4K shares-5.08%2025-12-312026-02-13

CRWD CROWDSTRIKE HLDGS INC885 shares12.74%2025-12-312026-02-13

VLTO VERALTO CORP4.1K shares-2.33%2025-12-312026-02-13

MSI MOTOROLA SOLUTIONS INC1.0K sharesnew addition2025-12-312026-02-13

EZM WISDOMTREE TR5.8K shares0.00%2025-12-312026-02-13

MET METLIFE INC4.9K shares0.00%2025-12-312026-02-13

Sponsored

EFG ISHARES TR3.3K shares0.00%2025-12-312026-02-13

VCEB VANGUARD WORLD FD5.9K shares21.49%2025-12-312026-02-13

MTZ MASTEC INC1.7K shares-6.04%2025-12-312026-02-13

INTU INTUIT561 shares-7.12%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR4.4K shares8.40%2025-12-312026-02-13

EFX EQUIFAX INC1.6K shares0.00%2025-12-312026-02-13

NSC NORFOLK SOUTHN CORP1.2K shares-1.95%2025-12-312026-02-13

WM WASTE MGMT INC DEL1.6K shares0.00%2025-12-312026-02-13

Sponsored

PM PHILIP MORRIS INTL INC2.1K shares1.46%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC1.2K sharesnew addition2025-12-312026-02-13

NUMV NUSHARES ETF TR8.6K shares0.00%2025-12-312026-02-13

PNC PNC FINL SVCS GROUP INC1.5K shares0.00%2025-12-312026-02-13

FNDX SCHWAB STRATEGIC TR11.3K shares0.00%2025-12-312026-02-13

VIOV VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-12-312026-02-13

VTIP VANGUARD MALVERN FDS6.1K shares12.93%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F4.1K shares7.06%2025-12-312026-02-13

Sponsored

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.1K shares-1.10%2025-12-312026-02-13

EW EDWARDS LIFESCIENCES CORP3.4K shares-5.02%2025-12-312026-02-13

TFI SPDR SERIES TRUST6.3K shares39.43%2025-12-312026-02-13

TRV TRAVELERS COMPANIES INC992 shares0.00%2025-12-312026-02-13

VAW VANGUARD WORLD FD1.4K shares-1.44%2025-12-312026-02-13

CTVA CORTEVA INC4.2K shares0.00%2025-12-312026-02-13

SLYG SPDR SERIES TRUST3.0K shares0.20%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP568 shares-6.58%2025-12-312026-02-13

Sponsored

VMC VULCAN MATLS CO949 shares-9.53%2025-12-312026-02-13

CB CHUBB LIMITED867 shares-4.41%2025-12-312026-02-13

EAGG ISHARES TR5.6K shares11.70%2025-12-312026-02-13

NUE NUCOR CORP1.7K shares0.00%2025-12-312026-02-13

BF.B BROWN FORMAN CORP10.2K shares-11.45%2025-12-312026-02-13

SPGI S&P GLOBAL INC507 shares-2.69%2025-12-312026-02-13

IGM ISHARES TR2.0K shares0.00%2025-12-312026-02-13

IDXX IDEXX LABS INC382 shares0.00%2025-12-312026-02-13

Sponsored

NUMG NUSHARES ETF TR5.4K shares0.00%2025-12-312026-02-13

VDE VANGUARD WORLD FD2.0K shares0.00%2025-12-312026-02-13

FDUS FIDUS INVT CORP13.0K shares0.00%2025-12-312026-02-13

CAH CARDINAL HEALTH INC1.2K sharesnew addition2025-12-312026-02-13

MCK MCKESSON CORP292 sharesnew addition2025-12-312026-02-13

FDX FEDEX CORP810 shares-20.98%2025-12-312026-02-13

DLTR DOLLAR TREE INC1.9K sharesnew addition2025-12-312026-02-13

SHY ISHARES TR2.8K shares-59.89%2025-12-312026-02-13

Sponsored

MPC MARATHON PETE CORP1.4K shares33.84%2025-12-312026-02-13

ESGU ISHARES TR1.5K shares2.02%2025-12-312026-02-13

NCNO NCINO INC8.8K sharesnew addition2025-12-312026-02-13

YUMC YUM CHINA HLDGS INC4.7K shares-2.69%2025-12-312026-02-13

DAL DELTA AIR LINES INC DEL3.2K sharesnew addition2025-12-312026-02-13

CW CURTISS WRIGHT CORP400 sharesnew addition2025-12-312026-02-13

VGK VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2025-12-312026-02-13

EMR EMERSON ELEC CO1.6K shares-5.86%2025-12-312026-02-13

Sponsored

XLE SELECT SECTOR SPDR TR4.6K shares101.31%2025-12-312026-02-13

IBB ISHARES TR1.2K sharesnew addition2025-12-312026-02-13

IEFA ISHARES TR2.3K sharesnew addition2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available