The Analysis of BSW Wealth Partners's Holdings
Currently, BSW Wealth Partners holds 322 types of securities in its portfolio with a total value $833.4M. In the most recent quarter, they have increased their positions in TRMB (+211.2K shares, valued at $16.5M), N/A (+552.1K shares, valued at $8.3M), MUB (+30.2K shares, valued at $3.2M); decreased their positions in IVV (-10.1K shares, valued at $6.9M), AVUS (-19.3K shares, valued at $2.2M), AVDE (-24.2K shares, valued at $2.0M); initiated new positions in TRMB (+211.2K shares, valued at $16.5M), N/A (+552.1K shares, valued at $8.3M), MEAR (+13.7K shares, valued at $691.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR182.9K shares-5.24%2025-12-312026-01-23
AVDE AMERICAN CENTY ETF TR623.9K shares-3.73%2025-12-312026-01-23 AVUS AMERICAN CENTY ETF TR363.2K shares-5.06%2025-12-312026-01-23 VGIT VANGUARD SCOTTSDALE FDS564.1K shares4.31%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR46.6K shares-1.79%2025-12-312026-01-23 VTEB VANGUARD MUN BD FDS615.6K shares-4.03%2025-12-312026-01-23 IDEV ISHARES TR340.7K shares-1.83%2025-12-312026-01-23 AAPL APPLE INC96.8K shares-0.62%2025-12-312026-01-23 TRMB TRIMBLE INC211.2K sharesnew addition2025-12-312026-01-23 AOR ISHARES TR247.8K shares5.16%2025-12-312026-01-23 AVEM AMERICAN CENTY ETF TR208.7K shares-4.08%2025-12-312026-01-23 IEMG ISHARES INC228.7K shares-5.19%2025-12-312026-01-23 NVDA NVIDIA CORPORATION68.1K shares-3.84%2025-12-312026-01-23 AVES AMERICAN CENTY ETF TR193.2K shares-3.60%2025-12-312026-01-23 IEFA ISHARES TR125.6K shares-9.24%2025-12-312026-01-23 MUB ISHARES TR99.4K shares43.75%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS151.6K shares3.50%2025-12-312026-01-23 AVUV AMERICAN CENTY ETF TR91.8K shares-2.45%2025-12-312026-01-23 ALPHABET INC ALPHABET INC29.3K shares0.48%2025-12-312026-01-23 CRBN ISHARES TR39.5K shares31.29%2025-12-312026-01-23 VTI VANGUARD INDEX FDS26.5K shares1.71%2025-12-312026-01-23 ESGV VANGUARD WORLD FD60.1K shares-6.21%2025-12-312026-01-23 MSFT MICROSOFT CORP14.0K shares-9.94%2025-12-312026-01-23 AMZN AMAZON COM INC25.5K shares-3.38%2025-12-312026-01-23 EFA ISHARES TR57.9K shares-1.38%2025-12-312026-01-23 ALPHABET INC ALPHABET INC17.3K shares-3.80%2025-12-312026-01-23 ESGD ISHARES TR57.1K shares-0.65%2025-12-312026-01-23 MGV VANGUARD WORLD FD36.4K shares-15.57%2025-12-312026-01-23 BROADCOM INC BROADCOM INC14.0K shares-5.53%2025-12-312026-01-23 IJH ISHARES TR71.9K shares-4.96%2025-12-312026-01-23 IWM ISHARES TR18.5K shares-4.91%2025-12-312026-01-23 ACWI ISHARES TR31.0K shares0.08%2025-12-312026-01-23 NULV NUSHARES ETF TR91.1K shares-4.44%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC22.0K shares-3.17%2025-12-312026-01-23 LLY ELI LILLY & CO3.6K shares0.56%2025-12-312026-01-23 NUSC NUSHARES ETF TR82.8K shares-2.00%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO25.4K shares-5.30%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.11.3K shares-5.51%2025-12-312026-01-23 META META PLATFORMS INC5.1K shares-4.55%2025-12-312026-01-23 XVV ISHARES TR62.8K shares-1.67%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD9.8K shares-1.35%2025-12-312026-01-23 VT VANGUARD INTL EQUITY INDEX F20.1K shares5.90%2025-12-312026-01-23 DELL DELL TECHNOLOGIES INC21.3K shares38.08%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F49.0K shares3.59%2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR106.3K shares-2.37%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR17.6K shares100.00%2025-12-312026-01-23 V VISA INC6.8K shares0.10%2025-12-312026-01-23 ABBV ABBVIE INC10.3K shares-4.66%2025-12-312026-01-23 LINDE PLC LINDE PLC5.4K shares-0.80%2025-12-312026-01-23 KO COCA COLA CO31.1K shares-6.17%2025-12-312026-01-23 EEM ISHARES TR38.9K shares-0.40%2025-12-312026-01-23 PEP PEPSICO INC14.4K shares-5.11%2025-12-312026-01-23 IWF ISHARES TR4.0K shares0.12%2025-12-312026-01-23 TRV TRAVELERS COMPANIES INC6.2K shares-3.03%2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC8.3K shares-9.02%2025-12-312026-01-23 SCHB SCHWAB STRATEGIC TR63.6K shares-3.87%2025-12-312026-01-23 DIS DISNEY WALT CO14.4K shares-0.70%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO4.3K shares0.73%2025-12-312026-01-23 ORCL ORACLE CORP8.0K shares-3.96%2025-12-312026-01-23 HD HOME DEPOT INC4.4K shares-5.91%2025-12-312026-01-23 ABT ABBOTT LABS12.1K shares-4.58%2025-12-312026-01-23 MA MASTERCARD INCORPORATED2.6K shares0.00%2025-12-312026-01-23 EMSF MATTHEWS INTL FDS52.2K shares130.00%2025-12-312026-01-23 VBR VANGUARD INDEX FDS6.9K shares-15.54%2025-12-312026-01-23 GLD SPDR GOLD TR3.6K shares2.04%2025-12-312026-01-23 PFE PFIZER INC57.8K shares-10.14%2025-12-312026-01-23 NFLX NETFLIX INC14.9K shares879.71%2025-12-312026-01-23 ESML ISHARES TR30.1K shares6.93%2025-12-312026-01-23 CAT CATERPILLAR INC2.4K shares-3.48%2025-12-312026-01-23 GILD GILEAD SCIENCES INC10.9K shares-0.17%2025-12-312026-01-23 TJX TJX COS INC NEW8.6K shares16.54%2025-12-312026-01-23 GS GOLDMAN SACHS GROUP INC1.5K shares-0.40%2025-12-312026-01-23 WMT WALMART INC11.5K shares-1.21%2025-12-312026-01-23 INTU INTUIT1.9K shares-4.28%2025-12-312026-01-23 TSLA TESLA INC2.7K shares1.18%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS4.2K shares-0.12%2025-12-312026-01-23 AMAT APPLIED MATLS INC4.7K shares1.24%2025-12-312026-01-23 CRM SALESFORCE INC4.6K shares12.63%2025-12-312026-01-23 LUMN LUMEN TECHNOLOGIES INC152.6K shares-17.56%2025-12-312026-01-23 WELL WELLTOWER INC6.3K shares6.28%2025-12-312026-01-23 INTC INTEL CORP31.6K shares-9.22%2025-12-312026-01-23 SNPS SYNOPSYS INC2.4K shares121.34%2025-12-312026-01-23 VB VANGUARD INDEX FDS4.4K shares-4.40%2025-12-312026-01-23 ASML ASML HOLDING N V1.0K shares-0.76%2025-12-312026-01-23 UNP UNION PAC CORP4.8K shares-4.79%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON5.3K shares-2.36%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW1.3K shares-6.63%2025-12-312026-01-23 IWD ISHARES TR5.1K shares0.00%2025-12-312026-01-23 MS MORGAN STANLEY6.1K shares0.33%2025-12-312026-01-23 BK BANK NEW YORK MELLON CORP8.9K shares2.80%2025-12-312026-01-23 BKNG BOOKING HOLDINGS INC192 shares0.52%2025-12-312026-01-23 VV VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-01-23 XOM EXXON MOBIL CORP8.4K shares-10.15%2025-12-312026-01-23 SPGI S&P GLOBAL INC1.9K shares1.15%2025-12-312026-01-23 QCOM QUALCOMM INC5.9K shares1.38%2025-12-312026-01-23 VBK VANGUARD INDEX FDS3.3K shares-0.96%2025-12-312026-01-23 COF CAPITAL ONE FINL CORP4.0K shares12.83%2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING IN3.7K shares-0.61%2025-12-312026-01-23 T AT&T INC37.6K shares-2.93%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INC1.6K shares3.13%2025-12-312026-01-23 GEV GE VERNOVA INC1.4K shares-3.27%2025-12-312026-01-23 BBVA BANCO BILBAO VIZCAYA ARGENTA38.8K shares-3.28%2025-12-312026-01-23 NAGE NIAGEN BIOSCIENCE INC141.0K shares65.88%2025-12-312026-01-23 TMO THERMO FISHER SCIENTIFIC INC1.5K shares20.16%2025-12-312026-01-23 DOV DOVER CORP4.5K shares0.65%2025-12-312026-01-23 ASX ASE TECHNOLOGY HLDG CO LTD54.0K shares-0.15%2025-12-312026-01-23 WAB WABTEC4.0K shares1.71%2025-12-312026-01-23 IBN ICICI BANK LIMITED28.2K shares-2.70%2025-12-312026-01-23 UBER UBER TECHNOLOGIES INC10.0K shares-3.46%2025-12-312026-01-23 AMGN AMGEN INC2.5K shares0.20%2025-12-312026-01-23 MU MICRON TECHNOLOGY INC2.8K shares6.10%2025-12-312026-01-23 CME CME GROUP INC2.9K shares10.83%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC2.4K shares22.86%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC19.0K shares-6.51%2025-12-312026-01-23 PHYS SPROTT ASSET MANAGEMENT LP23.3K shares0.00%2025-12-312026-01-23 LOW LOWES COS INC3.2K shares-18.48%2025-12-312026-01-23 A AGILENT TECHNOLOGIES INC5.6K shares0.41%2025-12-312026-01-23 BSX BOSTON SCIENTIFIC CORP8.0K shares-5.58%2025-12-312026-01-23 SIVR ABRDN SILVER ETF TRUST11.3K shares17.21%2025-12-312026-01-23 DOCN DIGITALOCEAN HLDGS INC15.7K shares0.00%2025-12-312026-01-23 PNC PNC FINL SVCS GROUP INC3.6K shares1.22%2025-12-312026-01-23 CVX CHEVRON CORP NEW4.8K shares-0.86%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS16.5K shares-4.05%2025-12-312026-01-23 NMR NOMURA HLDGS INC85.7K shares5.98%2025-12-312026-01-23 PANW PALO ALTO NETWORKS INC3.9K shares-3.99%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC4.4K shares-0.38%2025-12-312026-01-23 KLAC KLA CORP574 shares-3.69%2025-12-312026-01-23 BNL BROADSTONE NET LEASE INC39.9K shares0.00%2025-12-312026-01-23 WIT WIPRO LTD244.2K shares16.58%2025-12-312026-01-23 MEAR ISHARES U S ETF TR13.7K sharesnew addition2025-12-312026-01-23 PWR QUANTA SVCS INC1.6K shares0.49%2025-12-312026-01-23 CSCO CISCO SYS INC8.9K shares0.46%2025-12-312026-01-23 BALL BALL CORP12.7K shares-4.43%2025-12-312026-01-23 JCI JOHNSON CTLS INTL PLC5.6K shares0.74%2025-12-312026-01-23 RS RELIANCE INC2.3K shares5.90%2025-12-312026-01-23 IEI ISHARES TR5.6K shares18.73%2025-12-312026-01-23 WF WOORI FINL GROUP INC11.2K shares12.77%2025-12-312026-01-23 CB CHUBB LIMITED2.1K shares13.32%2025-12-312026-01-23 EPD ENTERPRISE PRODS PARTNERS L20.4K shares0.53%2025-12-312026-01-23 NOW SERVICENOW INC4.2K shares317.13%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS2.9K shares-11.53%2025-12-312026-01-23 SCHW SCHWAB CHARLES CORP6.4K shares2.99%2025-12-312026-01-23 INFY INFOSYS LTD35.6K shares28.92%2025-12-312026-01-23 SONY SONY GROUP CORP24.2K shares-14.65%2025-12-312026-01-23 HCA HCA HEALTHCARE INC1.3K shares10.63%2025-12-312026-01-23 BMY BRISTOL-MYERS SQUIBB CO10.9K shares-3.09%2025-12-312026-01-23 MCO MOODYS CORP1.1K shares0.70%2025-12-312026-01-23 PLD PROLOGIS INC.4.6K shares22.52%2025-12-312026-01-23 GWW WW GRAINGER INC575 shares-1.71%2025-12-312026-01-23 MDY SPDR S&P MIDCAP 400 ETF TR960 shares-13.59%2025-12-312026-01-23 ALL ALLSTATE CORP2.8K shares-6.77%2025-12-312026-01-23 USB US BANCORP DEL10.7K shares8.64%2025-12-312026-01-23 SYK STRYKER CORPORATION1.6K shares-2.94%2025-12-312026-01-23 TMUS T-MOBILE US INC2.8K shares-2.93%2025-12-312026-01-23 CBRE CBRE GROUP INC3.5K shares0.78%2025-12-312026-01-23 REGN REGENERON PHARMACEUTICALS726 shares6.14%2025-12-312026-01-23 VUG VANGUARD INDEX FDS1.1K shares-14.23%2025-12-312026-01-23 GSK PLC GSK PLC11.1K shares-1.41%2025-12-312026-01-23 IJR ISHARES TR4.5K shares-1.31%2025-12-312026-01-23 AWK AMERICAN WTR WKS CO INC NEW4.1K shares-17.10%2025-12-312026-01-23 STRL STERLING INFRASTRUCTURE INC1.8K shares-5.62%2025-12-312026-01-23 HSBC HSBC HLDGS PLC6.8K shares-2.82%2025-12-312026-01-23 VO VANGUARD INDEX FDS1.8K shares-26.33%2025-12-312026-01-23 IWB ISHARES TR1.4K shares0.00%2025-12-312026-01-23 PCAR PACCAR INC4.7K shares21.51%2025-12-312026-01-23 HON HONEYWELL INTL INC2.6K shares-3.42%2025-12-312026-01-23 VXF VANGUARD INDEX FDS2.4K shares0.00%2025-12-312026-01-23 ADSK AUTODESK INC1.7K shares0.18%2025-12-312026-01-23 MNST MONSTER BEVERAGE CORP NEW6.4K shares69.18%2025-12-312026-01-23 RTX RTX CORPORATION2.6K shares0.58%2025-12-312026-01-23 SDY SPDR SERIES TRUST3.4K shares0.12%2025-12-312026-01-23 NBIS NEBIUS GROUP N.V.5.7K shares-13.47%2025-12-312026-01-23 PGR PROGRESSIVE CORP2.1K shares1.66%2025-12-312026-01-23 TFC TRUIST FINL CORP9.6K shares-0.23%2025-12-312026-01-23 VYM VANGUARD WHITEHALL FDS3.3K shares-3.77%2025-12-312026-01-23 XYL XYLEM INC3.4K shares-9.39%2025-12-312026-01-23 DASH DOORDASH INC2.0K shares-14.89%2025-12-312026-01-23 SYY SYSCO CORP6.1K shares-11.51%2025-12-312026-01-23 MELI MERCADOLIBRE INC220 shares2.80%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP910 shares-2.36%2025-12-312026-01-23 RELX RELX PLC10.9K shares-10.89%2025-12-312026-01-23 VIV TELEFONICA BRASIL SA36.8K shares2.14%2025-12-312026-01-23 NVS NOVARTIS AG3.1K shares4.49%2025-12-312026-01-23 SCHX SCHWAB STRATEGIC TR15.4K shares-0.36%2025-12-312026-01-23 DE DEERE & CO872 shares-5.01%2025-12-312026-01-23 UMC UNITED MICROELECTRONICS CORP51.6K shares4.85%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE1.3K shares-12.21%2025-12-312026-01-23 KEYS KEYSIGHT TECHNOLOGIES INC2.0K shares10.62%2025-12-312026-01-23 AVXC AMERICAN CENTY ETF TR6.2K shares-5.47%2025-12-312026-01-23 KB KB FINL GROUP INC4.6K shares3.56%2025-12-312026-01-23 EBAY EBAY INC.4.5K shares-11.49%2025-12-312026-01-23 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.5K shares12.07%2025-12-312026-01-23 SPG SIMON PPTY GROUP INC NEW2.1K shares0.29%2025-12-312026-01-23 EMXC ISHARES INC5.3K shares0.00%2025-12-312026-01-23 MCD MCDONALDS CORP1.3K shares-5.87%2025-12-312026-01-23 AIG AMERICAN INTL GROUP INC4.4K shares1.63%2025-12-312026-01-23 ITW ILLINOIS TOOL WKS INC1.5K shares-15.55%2025-12-312026-01-23 TIP ISHARES TR3.3K shares1.10%2025-12-312026-01-23 BP BP PLC10.1K shares0.00%2025-12-312026-01-23 VDE VANGUARD WORLD FD2.8K shares0.00%2025-12-312026-01-23 DHR DANAHER CORPORATION1.5K shares22.58%2025-12-312026-01-23 IGIB ISHARES TR6.5K shares0.00%2025-12-312026-01-23 HMC HONDA MOTOR LTD11.8K shares-19.14%2025-12-312026-01-23 RSPT INVESCO EXCHANGE TRADED FD T7.6K shares0.05%2025-12-312026-01-23 FNB F N B CORP20.2K shares0.00%2025-12-312026-01-23 HUBBELL INC HUBBELL INC769 shares2.95%2025-12-312026-01-23 CTAS CINTAS CORP1.8K shares-15.88%2025-12-312026-01-23 CDNS CADENCE DESIGN SYSTEM INC1.1K shares1.69%2025-12-312026-01-23 ROK ROCKWELL AUTOMATION INC869 shares-3.98%2025-12-312026-01-23 LYG LLOYDS BANKING GROUP PLC63.4K shares1.02%2025-12-312026-01-23 BIIB BIOGEN INC1.9K shares-3.97%2025-12-312026-01-23 SCHE SCHWAB STRATEGIC TR10.2K shares-8.29%2025-12-312026-01-23 MVIS MICROVISION INC DEL400.0K shares0.00%2025-12-312026-01-23 CL COLGATE PALMOLIVE CO4.2K shares4.94%2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC703 shares28.75%2025-12-312026-01-23 ITOT ISHARES TR2.2K shares-12.28%2025-12-312026-01-23 DLR DIGITAL RLTY TR INC2.1K shares24.18%2025-12-312026-01-23 WFC WELLS FARGO CO NEW3.5K shares-0.66%2025-12-312026-01-23 VGT VANGUARD WORLD FD424 shares0.00%2025-12-312026-01-23 BABA ALIBABA GROUP HLDG LTD2.2K shares-0.55%2025-12-312026-01-23 SHOP SHOPIFY INC2.0K shares3.24%2025-12-312026-01-23 HLT HILTON WORLDWIDE HLDGS INC1.1K sharesnew addition2025-12-312026-01-23 ICE INTERCONTINENTAL EXCHANGE IN1.9K shares-12.91%2025-12-312026-01-23 TT TRANE TECHNOLOGIES PLC791 shares-21.84%2025-12-312026-01-23 OTIS OTIS WORLDWIDE CORP3.5K shares-14.86%2025-12-312026-01-23 TS TENARIS S A7.9K shares3.02%2025-12-312026-01-23 KT KT CORP16.0K shares-0.35%2025-12-312026-01-23 VMI VALMONT INDS INC750 shares0.00%2025-12-312026-01-23 CVMC MORGAN STANLEY ETF TRUST4.7K shares-1.45%2025-12-312026-01-23 XCEM COLUMBIA ETF TR II7.8K shares-6.02%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR5.4K shares0.20%2025-12-312026-01-23 UNILEVER PLC UNILEVER PLC4.5K sharesnew addition2025-12-312026-01-23 O REALTY INCOME CORP5.2K shares-1.98%2025-12-312026-01-23 LYV LIVE NATION ENTERTAINMENT IN2.1K shares-6.80%2025-12-312026-01-23 ESGG FLEXSHARES TR1.4K shares0.00%2025-12-312026-01-23 HDB HDFC BANK LTD7.9K shares-2.92%2025-12-312026-01-23 MPLX MPLX LP5.4K shares0.00%2025-12-312026-01-23 SAP SAP SE1.2K shares-7.10%2025-12-312026-01-23 MO ALTRIA GROUP INC4.9K shares-0.38%2025-12-312026-01-23 SMFG SUMITOMO MITSUI FINL GROUP I14.5K shares-5.32%2025-12-312026-01-23 MSI MOTOROLA SOLUTIONS INC729 shares-6.42%2025-12-312026-01-23 BR BROADRIDGE FINL SOLUTIONS IN1.2K shares-18.62%2025-12-312026-01-23 HAL HALLIBURTON CO9.8K sharesnew addition2025-12-312026-01-23 BAC BANK AMERICA CORP5.0K shares-0.28%2025-12-312026-01-23 CMI CUMMINS INC539 shares-0.92%2025-12-312026-01-23 SNY SANOFI SA5.7K shares-29.83%2025-12-312026-01-23 SCHA SCHWAB STRATEGIC TR9.6K shares-4.39%2025-12-312026-01-23 ACWV ISHARES INC2.3K shares0.00%2025-12-312026-01-23 PRU PRUDENTIAL FINL INC2.4K shares1.88%2025-12-312026-01-23 NEE NEXTERA ENERGY INC3.3K shares-0.42%2025-12-312026-01-23 URI UNITED RENTALS INC328 shares-2.09%2025-12-312026-01-23 SJM SMUCKER J M CO2.7K shares-36.39%2025-12-312026-01-23 BDX BECTON DICKINSON & CO1.3K shares-26.55%2025-12-312026-01-23 PNR PENTAIR PLC2.5K sharesnew addition2025-12-312026-01-23 ADBE ADOBE INC720 shares12.32%2025-12-312026-01-23 SNA SNAP ON INC725 shares6.15%2025-12-312026-01-23 PAYX PAYCHEX INC2.2K shares-8.06%2025-12-312026-01-23 COLB COLUMBIA BKG SYS INC8.6K shares0.01%2025-12-312026-01-23 NXPI NXP SEMICONDUCTORS N V1.1K shares0.18%2025-12-312026-01-23 PTC PTC INC1.4K shares-30.80%2025-12-312026-01-23 VEU VANGUARD INTL EQUITY INDEX F3.2K shares1.27%2025-12-312026-01-23 MET METLIFE INC3.0K shares16.30%2025-12-312026-01-23 MKC MCCORMICK & CO INC3.4K sharesnew addition2025-12-312026-01-23 CHKP CHECK POINT SOFTWARE TECH LT1.3K shares1.05%2025-12-312026-01-23 FAST FASTENAL CO5.8K shares-27.92%2025-12-312026-01-23 VMC VULCAN MATLS CO814 shares2.26%2025-12-312026-01-23 VTHR VANGUARD SCOTTSDALE FDS771 shares0.00%2025-12-312026-01-23 RPM RPM INTL INC2.2K shares-33.30%2025-12-312026-01-23 IQV IQVIA HLDGS INC1.0K sharesnew addition2025-12-312026-01-23 VTWO VANGUARD SCOTTSDALE FDS2.3K shares0.04%2025-12-312026-01-23 VRT VERTIV HOLDINGS CO1.4K shares-2.29%2025-12-312026-01-23 VRSK VERISK ANALYTICS INC993 shares-20.88%2025-12-312026-01-23 WCN WASTE CONNECTIONS INC1.3K shares-8.14%2025-12-312026-01-23 CENCORA INC CENCORA INC656 shares0.00%2025-12-312026-01-23 DLTR DOLLAR TREE INC1.8K sharesnew addition2025-12-312026-01-23 DFAI DIMENSIONAL ETF TRUST5.8K shares0.00%2025-12-312026-01-23 STZ CONSTELLATION BRANDS INC1.6K shares-5.75%2025-12-312026-01-23 SCHD SCHWAB STRATEGIC TR8.0K shares-1.07%2025-12-312026-01-23 PPLT ABRDN PLATINUM ETF TRUST1.2K sharesnew addition2025-12-312026-01-23 CARR CARRIER GLOBAL CORPORATION4.1K shares-18.95%2025-12-312026-01-23 TAK TAKEDA PHARMACEUTICAL CO LTD13.9K shares-28.68%2025-12-312026-01-23 KDP KEURIG DR PEPPER INC7.7K shares-40.52%2025-12-312026-01-23 SPOT SPOTIFY TECHNOLOGY S A372 shares-31.11%2025-12-312026-01-23 BIDU BAIDU INC1.7K shares7.42%2025-12-312026-01-23 CHT CHUNGHWA TELECOM CO LTD5.1K sharesnew addition2025-12-312026-01-23 NDAQ NASDAQ INC2.2K shares-5.91%2025-12-312026-01-23 SRE SEMPRA2.4K sharesnew addition2025-12-312026-01-23 CTSH COGNIZANT TECHNOLOGY SOLUTIO2.5K sharesnew addition2025-12-312026-01-23 EXC EXELON CORP4.8K sharesnew addition2025-12-312026-01-23 IT GARTNER INC822 shares-7.01%2025-12-312026-01-23 CSX CSX CORP5.7K sharesnew addition2025-12-312026-01-23 HSY HERSHEY CO1.1K shares5.11%2025-12-312026-01-23 AER AERCAP HOLDINGS NV1.4K sharesnew addition2025-12-312026-01-23 GGB GERDAU SA53.7K shares4.74%2025-12-312026-01-23 LPL LG DISPLAY CO LTD46.4K shares2.86%2025-12-312026-01-23 SAN BANCO SANTANDER SA12.2K shares9.64%2025-12-312026-01-23 TDSB EXCHANGE LISTED FDS TR139.0K sharesnew addition2025-12-312026-01-23 NOK NOKIA CORP21.2K shares23.06%2025-12-312026-01-23 ABEV AMBEV SA36.2K shares-23.71%2025-12-312026-01-23 GRAB GRAB HOLDINGS LIMITED16.4K shares62.70%2025-12-312026-01-23 TEF TELEFONICA S A16.7K shares15.01%2025-12-312026-01-23 CIG CIA ENERGETICA DE MINAS GERA16.5K sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available