The Analysis of Cambridge Investment Research Advisors, Inc.'s Holdings


Currently, Cambridge Investment Research Advisors, Inc. holds 3812 types of securities in its portfolio with a total value $37.8M. In the most recent quarter, they have increased their positions in XLK (+621.8K shares, valued at $89.5K), NFLX (+770.2K shares, valued at $72.2K), N/A (+1.1M shares, valued at $70.3K); decreased their positions in QQQM (-339.6K shares, valued at $85.9K), SPYM (-909.4K shares, valued at $73.0K), COWZ (-584.2K shares, valued at $35.2K); initiated new positions in N/A (+1.1M shares, valued at $70.3K), N/A (+4.4M shares, valued at $65.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VANGUARD INDEX FDS VANGUARD INDEX FDS1.9M shares-2.63%2025-12-312026-02-05history
AAPL APPLE4.4M shares-0.37%2025-12-312026-02-05history
NVDA NVIDIA CORPORATION5.5M shares-0.49%2025-12-312026-02-05history
INVESCO INVESCO1.3M shares-1.45%2025-12-312026-02-05history
VTI VANGUARD INDEX FDS2.1M shares-1.28%2025-12-312026-02-05history
IVV ISHARES997.6K shares-1.03%2025-12-312026-02-05history
MSFT MICROSOFT1.2M shares1.46%2025-12-312026-02-05history
AMZN AMAZON2.4M shares1.21%2025-12-312026-02-05history
Sponsored
VXUS VANGUARD STAR FDS VG TL6.4M shares-0.35%2025-12-312026-02-05history
SPY SPDR695.8K shares5.13%2025-12-312026-02-05history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL787.5K shares4.40%2025-12-312026-02-05history
CGDV CAPITAL GROUP7.1M shares12.33%2025-12-312026-02-05history
ALPHABET ALPHABET974.4K shares-0.02%2025-12-312026-02-05history
ALPHABET ALPHABET960.5K shares0.77%2025-12-312026-02-05history
VUG VANGUARD INDEX FDS512.8K shares2.44%2025-12-312026-02-05history
GLD SPDR592.6K shares-2.24%2025-12-312026-02-05history
Sponsored
BROADCOM BROADCOM673.8K shares1.42%2025-12-312026-02-05history
META META PLATFORMS345.1K shares3.47%2025-12-312026-02-05history
TSLA TESLA497.7K shares-2.21%2025-12-312026-02-05history
PLTR PALANTIR TECHNOLOGIES1.2M shares-1.46%2025-12-312026-02-05history
JPM JPMORGAN CHASE & CO.644.6K shares0.77%2025-12-312026-02-05history
COWZ PACER FDS TR US CASH COWS3.3M shares-15.20%2025-12-312026-02-05history
VEA VANGUARD TAX-MANAGED FDS VAN3.1M shares-6.36%2025-12-312026-02-05history
CGGR CAPITAL GROUP4.4M shares16.25%2025-12-312026-02-05history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS860.3K shares-2.17%2025-12-312026-02-05history
RDVY FIRST TR EXCHANGE TRADED FD RISNG2.7M shares4.53%2025-12-312026-02-05history
LLY ELI LILLY &174.0K shares-1.62%2025-12-312026-02-05history
BND VANGUARD BD INDEX FDS2.5M shares3.96%2025-12-312026-02-05history
VTV VANGUARD INDEX FDS946.9K shares-4.02%2025-12-312026-02-05history
XLK SELECT SECTOR SPDR TR STATE STREET1.2M shares100.54%2025-12-312026-02-05history
SCHD SCHWAB STRATEGIC6.4M shares-7.57%2025-12-312026-02-05history
SPYM SPDR SERIES TRUST STATE STREET2.1M shares-29.85%2025-12-312026-02-05history
Sponsored
JPST J P MORGAN EXCHANGE TRADED3.3M shares34.28%2025-12-312026-02-05history
VYM VANGUARD WHITEHALL FDS1.1M shares8.26%2025-12-312026-02-05history
BIL SPDR SERIES TRUST STATE STREET1.7M shares33.46%2025-12-312026-02-05history
WMT WALMART1.3M shares2.85%2025-12-312026-02-05history
AGG ISHARES TR CORE US AGGBD1.4M shares5.76%2025-12-312026-02-05history
XOM EXXON MOBIL1.2M shares0.66%2025-12-312026-02-05history
IVW ISHARES1.1M shares-1.83%2025-12-312026-02-05history
V VISA388.3K shares-0.69%2025-12-312026-02-05history
Sponsored
USMV ISHARES1.4M shares20.87%2025-12-312026-02-05history
BNDX VANGUARD CHARLOTTE FDS2.7M shares1.42%2025-12-312026-02-05history
INVESCO EXCHANGE TRADED INVESCO EXCHANGE TRADED684.9K shares-13.77%2025-12-312026-02-05history
VGT VANGUARD171.5K shares0.17%2025-12-312026-02-05history
ABBV ABBVIE545.2K shares1.82%2025-12-312026-02-05history
CAT CATERPILLAR213.9K shares2.86%2025-12-312026-02-05history
COST COSTCO WHSL136.9K shares-0.03%2025-12-312026-02-05history
BUFR FIRST TR EXCHNG TRADED FD VI FT VEST3.3M shares14.72%2025-12-312026-02-05history
Sponsored
CGGO CAPITAL GROUP3.2M shares12.57%2025-12-312026-02-05history
CGUS CAPITAL GROUP2.8M shares4.70%2025-12-312026-02-05history
IVE ISHARES514.4K shares21.43%2025-12-312026-02-05history
IEFA ISHARES1.2M shares7.52%2025-12-312026-02-05history
JEPI J P MORGAN EXCHANGE TRADED1.9M shares-6.87%2025-12-312026-02-05history
SPMO INVESCO EXCH TRADED FD TR II888.7K shares5.95%2025-12-312026-02-05history
SCHG SCHWAB STRATEGIC TR US LCAP3.2M shares-1.54%2025-12-312026-02-05history
PG PROCTER AND GAMBLE735.0K shares4.77%2025-12-312026-02-05history
Sponsored
BSV VANGUARD BD INDEX FDS1.3M shares-0.77%2025-12-312026-02-05history
VB VANGUARD INDEX FDS396.9K shares15.23%2025-12-312026-02-05history
QUAL ISHARES TR MSCI USA QLT508.9K shares-13.68%2025-12-312026-02-05history
IJR ISHARES834.7K shares9.85%2025-12-312026-02-05history
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL3.0M shares15.50%2025-12-312026-02-05history
ITOT ISHARES665.6K shares4.84%2025-12-312026-02-05history
QQQM INVESCO EXCH TRADED FD TR II388.0K shares-46.67%2025-12-312026-02-05history
JAAA JANUS DETROIT STR TR HENDRSON AAA1.9M shares2.44%2025-12-312026-02-05history
Sponsored
JNJ JOHNSON & JOHNSON471.4K shares0.19%2025-12-312026-02-05history
AIRR FIRST TR EXCHANGE TRADED FD RBA992.1K shares0.59%2025-12-312026-02-05history
IWF ISHARES TR RUS205.7K shares1.16%2025-12-312026-02-05history
IWY ISHARES TR RUS TP200349.8K shares-3.13%2025-12-312026-02-05history
IBM INTERNATIONAL BUSINESS MACHS324.0K shares6.19%2025-12-312026-02-05history
FTCS FIRST TR EXCHANGE-TRADED980.5K shares-3.06%2025-12-312026-02-05history
VXF VANGUARD INDEX FDS EXTEND431.9K shares-11.56%2025-12-312026-02-05history
SDVY FIRST TR EXCHANGE-TRADED FD SMID RISNG2.4M shares7.47%2025-12-312026-02-05history
Sponsored
AMD ADVANCED MICRO DEVICES414.4K shares0.60%2025-12-312026-02-05history
IEMG ISHARES1.3M shares18.68%2025-12-312026-02-05history
TLT ISHARES983.5K shares28.77%2025-12-312026-02-05history
HD HOME DEPOT249.0K shares0.70%2025-12-312026-02-05history
DYNF BLACKROCK ETF TRUST1.4M shares7.37%2025-12-312026-02-05history
VO VANGUARD INDEX FDS287.4K shares4.21%2025-12-312026-02-05history
ISHARES ISHARES1.0M shares1.25%2025-12-312026-02-05history
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED266.4K shares4.41%2025-12-312026-02-05history
Sponsored
CVX CHEVRON526.8K shares0.49%2025-12-312026-02-05history
NFLX NETFLIX853.7K shares923.06%2025-12-312026-02-05history
CGBL CAPITAL GROUP CORE BALANCED2.3M shares17.20%2025-12-312026-02-05history
MINT PIMCO775.6K shares134.25%2025-12-312026-02-05history
GSY INVESCO ACTIVELY MANAGED EXC1.5M shares673.48%2025-12-312026-02-05history
SPYG SPDR SERIES TRUST STATE STREET716.0K shares0.32%2025-12-312026-02-05history
IJH ISHARES1.1M shares5.29%2025-12-312026-02-05history
SMH VANECK ETF TRUST SEMICONDUCTR209.8K shares-0.04%2025-12-312026-02-05history
Sponsored
FBND FIDELITY MERRIMACK1.6M shares11.76%2025-12-312026-02-05history
VCIT VANGUARD SCOTTSDALE FDS INT-TERM893.3K shares9.15%2025-12-312026-02-05history
IWM ISHARES302.9K shares3.26%2025-12-312026-02-05history
DGRO ISHARES1.1M shares3.13%2025-12-312026-02-05history
MA MASTERCARD INCORPORATED129.0K shares-0.95%2025-12-312026-02-05history
SCHX SCHWAB STRATEGIC2.7M shares0.46%2025-12-312026-02-05history
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR1.4M shares33.89%2025-12-312026-02-05history
BIV VANGUARD BD INDEX FDS934.7K shares6.19%2025-12-312026-02-05history
Sponsored
IEF ISHARES TR 7-10 YR TRSY755.6K shares58.64%2025-12-312026-02-05history
PVAL PUTNAM ETF TRUST1.6M shares42.31%2025-12-312026-02-05history
MOAT VANECK ETF TRUST MRNGSTR WDE688.4K shares-2.57%2025-12-312026-02-05history
PROFESIONALLY MANAGED PORTFO AKRE PROFESIONALLY MANAGED PORTFO AKRE1.1M sharesnew addition2025-12-312026-02-05history
IUSB ISHARES TR CORE UNIVRSL1.5M shares2.87%2025-12-312026-02-05history
SGOV ISHARES TR 0-3688.5K shares-17.98%2025-12-312026-02-05history
EFA ISHARES705.3K shares1.73%2025-12-312026-02-05history
CRWD CROWDSTRIKE HLDGS142.6K shares1.15%2025-12-312026-02-05history
Sponsored
TCAF T ROWE PRICE1.7M shares-6.52%2025-12-312026-02-05history
BLUEROCK PVT REAL ESTATE BLUEROCK PVT REAL ESTATE4.4M sharesnew addition2025-12-312026-02-05history
IXUS ISHARES761.8K shares7.77%2025-12-312026-02-05history
SPDW SPDR1.4M shares4.28%2025-12-312026-02-05history
IWB ISHARES TR RUS171.6K shares-1.93%2025-12-312026-02-05history
FVD FIRST TR EXCHANGE-TRADED1.4M shares-9.36%2025-12-312026-02-05history
XLF SELECT SECTOR SPDR TR STATE STREET1.2M shares-19.59%2025-12-312026-02-05history
DLN WISDOMTREE722.1K shares2.80%2025-12-312026-02-05history
Sponsored
SOXX ISHARES210.4K shares-1.48%2025-12-312026-02-05history
T AT&T2.5M shares-0.20%2025-12-312026-02-05history
BBUS J P MORGAN EXCHANGE TRADED F BETABUILDRS504.1K shares-4.75%2025-12-312026-02-05history
MCD MCDONALDS200.7K shares1.37%2025-12-312026-02-05history
VZ VERIZON COMMUNICATIONS1.5M shares3.21%2025-12-312026-02-05history
SPTM SPDR SERIES TRUST STATE STREET737.0K shares-0.90%2025-12-312026-02-05history
FTEC FIDELITY COVINGTON TRUST259.8K shares21.69%2025-12-312026-02-05history
FTSM FIRST TR EXCHANGE-TRADED FD FIRST973.2K shares9.88%2025-12-312026-02-05history
Sponsored
CSCO CISCO SYS756.9K shares-0.02%2025-12-312026-02-05history
BOXX EA SERIES TRUST ALPHA ARC500.9K shares3.31%2025-12-312026-02-05history
KO COCA821.4K shares-3.21%2025-12-312026-02-05history
EFV ISHARES799.2K shares-5.77%2025-12-312026-02-05history
CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB789.0K shares29.57%2025-12-312026-02-05history
GE GE182.8K shares2.00%2025-12-312026-02-05history
MU MICRON197.3K shares7.41%2025-12-312026-02-05history
MGV VANGUARD398.0K shares0.13%2025-12-312026-02-05history
Sponsored
JQUA J P MORGAN EXCHANGE TRADED888.0K shares1.30%2025-12-312026-02-05history
VHT VANGUARD WORLD FD HEALTH CAR194.5K shares9.68%2025-12-312026-02-05history
VMBS VANGUARD SCOTTSDALE FDS MTG-BKD1.2M shares-4.79%2025-12-312026-02-05history
DIA SPDR DOW JONES INDL AVERAGE114.7K shares-37.95%2025-12-312026-02-05history
OEF ISHARES160.7K shares15.39%2025-12-312026-02-05history
FDL FIRST TR EXCHANGE-TRADED1.2M shares13.30%2025-12-312026-02-05history
RTX RTX CORPORATION289.5K shares0.11%2025-12-312026-02-05history
USFR WISDOMTREE1.0M shares-1.18%2025-12-312026-02-05history
Sponsored
SLV ISHARES815.6K shares-10.99%2025-12-312026-02-05history
CGMU CAPITAL GRP1.9M shares20.10%2025-12-312026-02-05history
MTUM ISHARES206.8K shares-2.33%2025-12-312026-02-05history
CGCP CAPITAL GRP2.3M shares15.01%2025-12-312026-02-05history
SPYV SPDR SERIES TRUST STATE STREET904.8K shares-5.19%2025-12-312026-02-05history
VV VANGUARD INDEX FDS160.6K shares10.65%2025-12-312026-02-05history
NEAR ISHARES988.6K shares11.05%2025-12-312026-02-05history
ORCL ORACLE258.5K shares-1.45%2025-12-312026-02-05history
Sponsored
FNDX SCHWAB STRATEGIC TR FUNDAMENTAL1.8M shares4.96%2025-12-312026-02-05history
NEE NEXTERA620.5K shares4.54%2025-12-312026-02-05history
BAC BANK AMERICA885.0K shares-1.80%2025-12-312026-02-05history
XLE SELECT SECTOR SPDR TR STATE STREET1.1M shares88.56%2025-12-312026-02-05history
PEP PEPSICO338.1K shares3.39%2025-12-312026-02-05history
NOBL PROSHARES465.1K shares-1.34%2025-12-312026-02-05history
BRK.A BERKSHIRE HATHAWAY INC DEL64 shares1.59%2025-12-312026-02-05history
JEPQ J P MORGAN EXCHANGE TRADED825.5K shares24.85%2025-12-312026-02-05history
Sponsored
CGDG CAPITAL GROUP DIVIDEND GROWE1.3M shares46.36%2025-12-312026-02-05history
SCHB SCHWAB STRATEGIC TR US BRD1.8M shares35.52%2025-12-312026-02-05history
BLV VANGUARD BD INDEX FDS665.6K shares5.89%2025-12-312026-02-05history
TFLO ISHARES TR TRS FLT915.8K shares-10.05%2025-12-312026-02-05history
CRM SALESFORCE174.2K shares19.25%2025-12-312026-02-05history
IWR ISHARES TR RUS476.7K shares-0.58%2025-12-312026-02-05history
GDX VANECK ETF TRUST535.1K shares-15.42%2025-12-312026-02-05history
XLV SELECT SECTOR SPDR TR STATE STREET295.8K shares8.77%2025-12-312026-02-05history
Sponsored
FDVV FIDELITY COVINGTON TRUST802.8K shares-8.76%2025-12-312026-02-05history
PTLC PACER FDS TR TRENDP818.4K shares-1.93%2025-12-312026-02-05history
XLU SELECT SECTOR SPDR TR STATE STREET1.1M shares120.74%2025-12-312026-02-05history
PFE PFIZER1.8M shares0.51%2025-12-312026-02-05history
MO ALTRIA GROUP777.2K shares10.88%2025-12-312026-02-05history
AXP AMERICAN EXPRESS120.5K shares5.20%2025-12-312026-02-05history
BA BOEING205.0K shares13.93%2025-12-312026-02-05history
MERCK & MERCK &421.9K shares3.83%2025-12-312026-02-05history
Sponsored
MGK VANGUARD106.3K shares-5.27%2025-12-312026-02-05history
GS GOLDMAN SACHS GROUP49.7K shares2.37%2025-12-312026-02-05history
IXN ISHARES414.8K shares2.21%2025-12-312026-02-05history
VOOG VANGUARD ADMIRAL FDS96.7K shares-5.20%2025-12-312026-02-05history
VGIT VANGUARD SCOTTSDALE FDS715.2K shares71.05%2025-12-312026-02-05history
JMTG J P MORGAN EXCHANGE TRADED F MORTGAGE837.8K shares3.60%2025-12-312026-02-05history
CGHM CAPITAL GRP1.6M shares835.59%2025-12-312026-02-05history
BENJ HORIZON FDS LANDMARK802.4K shares13.08%2025-12-312026-02-05history
Sponsored
ABT ABBOTT LABS331.2K shares13.57%2025-12-312026-02-05history
WFC WELLS FARGO445.1K shares2.34%2025-12-312026-02-05history
BLACKSTONE BLACKSTONE268.3K shares2.18%2025-12-312026-02-05history
HELO J P MORGAN EXCHANGE TRADED617.2K shares0.23%2025-12-312026-02-05history
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD551.2K shares7.11%2025-12-312026-02-05history
DUKE DUKE345.8K shares6.71%2025-12-312026-02-05history
UNH UNITEDHEALTH GROUP122.7K shares-0.26%2025-12-312026-02-05history
IYW ISHARES TR U.S.201.6K shares-1.12%2025-12-312026-02-05history
Sponsored
DFAC DIMENSIONAL ETF TRUST1.0M shares-32.52%2025-12-312026-02-05history
SO SOUTHERN460.3K shares6.32%2025-12-312026-02-05history
CGMS CAPITAL GRP FIXED INCM ETF1.4M shares5.81%2025-12-312026-02-05history
FTGS FIRST TR EXCHANGE-TRADED1.1M shares7.01%2025-12-312026-02-05history
GEV GE VERNOVA60.8K shares8.27%2025-12-312026-02-05history
CEG CONSTELLATION112.5K shares0.14%2025-12-312026-02-05history
LMT LOCKHEED MARTIN81.4K shares1.15%2025-12-312026-02-05history
MBB ISHARES408.5K shares6.53%2025-12-312026-02-05history
Sponsored
IUSG ISHARES229.8K shares-2.60%2025-12-312026-02-05history
SPEM SPDR813.0K shares9.35%2025-12-312026-02-05history
CGCB CAPITAL GRP1.4M shares12.87%2025-12-312026-02-05history
PM PHILIP MORRIS234.1K shares0.56%2025-12-312026-02-05history
FNDF SCHWAB STRATEGIC TR FUNDAMENTAL823.3K shares1.25%2025-12-312026-02-05history
SCHF SCHWAB STRATEGIC1.5M shares11.89%2025-12-312026-02-05history
EFAV ISHARES431.0K shares1.43%2025-12-312026-02-05history
JIRE J P MORGAN EXCHANGE TRADED F INTRNL496.3K shares-1.51%2025-12-312026-02-05history
Sponsored
LQD ISHARES TR IBOXX333.1K shares12.27%2025-12-312026-02-05history
MUB ISHARES TR NATIONAL342.2K shares10.09%2025-12-312026-02-05history
DGRW WISDOMTREE406.7K shares-1.49%2025-12-312026-02-05history
ITA ISHARES TR US AER168.1K shares11.79%2025-12-312026-02-05history
GARP ISHARES529.6K shares7.97%2025-12-312026-02-05history
IBIT ISHARES BITCOIN TRUST725.1K shares-1.47%2025-12-312026-02-05history
GLDM WORLD416.9K shares-24.94%2025-12-312026-02-05history
FV FIRST TR EXCHANGE TRADED565.5K shares1.53%2025-12-312026-02-05history
Sponsored
AMAT APPLIED138.1K shares2.79%2025-12-312026-02-05history
VFLO VICTORY PORTFOLIOS II896.2K shares6.11%2025-12-312026-02-05history
AMGN AMGEN107.6K shares2.06%2025-12-312026-02-05history
DIS DISNEY WALT309.4K shares-3.18%2025-12-312026-02-05history
VBR VANGUARD INDEX FDS165.7K shares-1.42%2025-12-312026-02-05history
IQLT ISHARES769.0K shares-0.92%2025-12-312026-02-05history
XMHQ INVESCO EXCHANGE TRADED341.0K shares-6.91%2025-12-312026-02-05history
IWP ISHARES TR RUS252.7K shares-9.60%2025-12-312026-02-05history
Sponsored
QCOM QUALCOMM201.0K shares4.71%2025-12-312026-02-05history
GCOW PACER FDS TR GLOBL831.6K shares6.39%2025-12-312026-02-05history
PTNQ PACER FDS TR TRENDPILOT435.6K shares-2.41%2025-12-312026-02-05history
QQH NORTHERN LTS FD TR III HCM DEFND441.4K shares-5.61%2025-12-312026-02-05history
XMMO INVESCO EXCHANGE TRADED243.3K shares5.97%2025-12-312026-02-05history
OMFL INVESCO EXCH TRD SLF IDX FD RUSL547.9K shares3.76%2025-12-312026-02-05history
PWB INVESCO EXCHANGE TRADED263.4K shares-7.87%2025-12-312026-02-05history
COWG PACER FDS949.2K shares-17.19%2025-12-312026-02-05history
Sponsored
ARISTA NETWORKS ARISTA NETWORKS254.5K shares-4.42%2025-12-312026-02-05history
FIXD FIRST TR EXCHNG TRADED FD VI SMITH751.7K shares-13.19%2025-12-312026-02-05history
ET ENERGY TRANSFER2.0M shares-5.28%2025-12-312026-02-05history
JBND J P MORGAN EXCHANGE TRADED611.0K shares268.67%2025-12-312026-02-05history
GRID FIRST TR EXCHANGE TRADED FD NASDQ CLN213.6K shares94.82%2025-12-312026-02-05history
SDY SPDR SERIES TRUST STATE STREET233.8K shares-2.08%2025-12-312026-02-05history
IBHF ISHARES TR IBONDS1.4M shares12.50%2025-12-312026-02-05history
DE DEERE &69.6K shares3.17%2025-12-312026-02-05history
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CALF PACER FDS729.3K shares-13.00%2025-12-312026-02-05history
O REALTY574.0K shares1.44%2025-12-312026-02-05history
QDPL PACER FDS TR METAURUS760.9K shares11.02%2025-12-312026-02-05history
SPGI S&P61.7K shares-0.64%2025-12-312026-02-05history
PULS PGIM ETF TR PGIM645.3K shares8.80%2025-12-312026-02-05history
CGGE CAPITAL GROUP996.3K shares400.03%2025-12-312026-02-05history
VCSH VANGUARD SCOTTSDALE FDS394.1K shares3.55%2025-12-312026-02-05history
IWD ISHARES TR RUS147.0K shares1.91%2025-12-312026-02-05history
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UBER UBER TECHNOLOGIES377.4K shares4.18%2025-12-312026-02-05history
AVDE AMERICAN CENTY374.4K shares81.10%2025-12-312026-02-05history
CGXU CAPITAL GROUP1.0M shares10.71%2025-12-312026-02-05history
WM WASTE MGMT INC DEL139.7K shares1.84%2025-12-312026-02-05history
LOW LOWES124.1K shares-5.70%2025-12-312026-02-05history
XMLV INVESCO EXCH TRADED FD TR II474.5K shares-12.48%2025-12-312026-02-05history
PANW PALO ALTO NETWORKS159.8K shares-10.37%2025-12-312026-02-05history
OUNZ VANECK MERK708.8K shares-2.08%2025-12-312026-02-05history
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SHOP SHOPIFY INC CL A SUB181.9K shares-15.60%2025-12-312026-02-05history
XLC SELECT SECTOR SPDR TR STATE STREET247.6K shares-8.49%2025-12-312026-02-05history
FLOT ISHARES569.6K shares5.27%2025-12-312026-02-05history
LAM LAM168.3K shares10.27%2025-12-312026-02-05history
ESGU ISHARES TR ESG AWR192.1K shares-2.61%2025-12-312026-02-05history
SPHQ INVESCO EXCHANGE TRADED379.2K shares-10.83%2025-12-312026-02-05history
GENERAL DYNAMICS GENERAL DYNAMICS84.3K shares1.86%2025-12-312026-02-05history
VNLA JANUS DETROIT STR TR HENDRSN569.0K shares6.32%2025-12-312026-02-05history
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TJX TJX182.0K shares9.98%2025-12-312026-02-05history
VONG VANGUARD SCOTTSDALE FDS VNG229.1K shares6.96%2025-12-312026-02-05history
LMBS FIRST TR EXCHANGE-TRADED555.5K shares3.60%2025-12-312026-02-05history
VNQ VANGUARD INDEX FDS REAL ESTATE311.7K shares14.46%2025-12-312026-02-05history
PYLD PIMCO1.0M shares45.31%2025-12-312026-02-05history
AVUV AMERICAN CENTY268.5K shares-15.07%2025-12-312026-02-05history
FBCG FIDELITY COVINGTON TRUST494.1K shares-1.35%2025-12-312026-02-05history
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL1.1M shares39.99%2025-12-312026-02-05history
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TLH ISHARES TR 10-20 YR TRS265.8K shares-17.82%2025-12-312026-02-05history
SYK STRYKER CORPORATION76.4K shares-0.10%2025-12-312026-02-05history
IDEV ISHARES324.9K shares-28.25%2025-12-312026-02-05history
CWB SPDR SERIES TRUST STATE STREET300.4K shares13.12%2025-12-312026-02-05history
FSCO FS4.2M shares-7.33%2025-12-312026-02-05history
VT VANGUARD INTL EQUITY INDEX F TT189.1K shares-5.13%2025-12-312026-02-05history
RDVI FIRST TR EXCHANGE-TRADED FD FT VEST1.0M shares11.75%2025-12-312026-02-05history
EEM ISHARES484.9K shares14.89%2025-12-312026-02-05history
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XLI SELECT SECTOR SPDR TR STATE STREET170.5K shares2.90%2025-12-312026-02-05history
MS MORGAN STANLEY148.7K shares4.12%2025-12-312026-02-05history
PFFA ETFIS SER TR I VIRTUS1.2M shares43.34%2025-12-312026-02-05history
SMLF ISHARES346.7K shares3.27%2025-12-312026-02-05history
FTCB FIRST TR EXCHANGE-TRADED1.2M shares19.51%2025-12-312026-02-05history
SCHM SCHWAB STRATEGIC TR US MID-CAP859.5K shares2.77%2025-12-312026-02-05history
TMFC RBB FD INC MOTLEY FOL359.8K shares3.56%2025-12-312026-02-05history
GRNY TIDAL TRUST I FUNDSTRAT1.0M shares54.17%2025-12-312026-02-05history
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USB US BANCORP DEL479.9K shares0.68%2025-12-312026-02-05history
GLW CORNING291.3K shares6.96%2025-12-312026-02-05history
TDIV FIRST TR EXCHANGE TRADED FD NASD263.2K shares2.44%2025-12-312026-02-05history
IEI ISHARES TR 3 7213.1K shares-2.09%2025-12-312026-02-05history
FDN FIRST TR EXCHANGE-TRADED94.2K shares-13.25%2025-12-312026-02-05history
IDMO INVESCO EXCH TRADED FD TR II455.0K shares12.07%2025-12-312026-02-05history
TBIL RBB506.1K shares0.49%2025-12-312026-02-05history
SHY ISHARES304.5K shares-14.47%2025-12-312026-02-05history
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QQEW FIRST TR EXCHANGE-TRADED FD NASDAQ-100177.1K shares7.54%2025-12-312026-02-05history
SPSM SPDR SERIES TRUST STATE STREET533.6K shares-4.71%2025-12-312026-02-05history
GOVT ISHARES1.1M shares-3.29%2025-12-312026-02-05history
JSI JANUS DETROIT479.3K shares12.53%2025-12-312026-02-05history
VYMI VANGUARD WHITEHALL FDS276.4K shares15.10%2025-12-312026-02-05history
PPA INVESCO EXCHANGE TRADED158.2K shares-1.90%2025-12-312026-02-05history
KLAC KLA20.2K shares4.32%2025-12-312026-02-05history
NULG NUSHARES ETF TR NUVEEN251.1K shares1.27%2025-12-312026-02-05history
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SPHY SPDR SERIES TRUST STATE STREET1.0M shares-33.41%2025-12-312026-02-05history
HON HONEYWELL124.8K shares-3.52%2025-12-312026-02-05history
DFAX DIMENSIONAL ETF TRUST741.7K shares7.25%2025-12-312026-02-05history
XAR SPDR SERIES TRUST STATE STREET100.6K shares0.26%2025-12-312026-02-05history
IGEB ISHARES530.2K shares13.56%2025-12-312026-02-05history
JSMD JANUS DETROIT STR TR HENDERSN295.4K shares-0.77%2025-12-312026-02-05history
ASML ASML HOLDING22.5K shares3.50%2025-12-312026-02-05history
ISRG INTUITIVE SURGICAL42.1K shares6.67%2025-12-312026-02-05history
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BLACKROCK BLACKROCK22.3K shares2.11%2025-12-312026-02-05history
BINC BLACKROCK ETF TRUST II451.2K shares21.32%2025-12-312026-02-05history
EATON EATON74.0K shares-0.40%2025-12-312026-02-05history
FSK FS KKR1.6M shares-14.65%2025-12-312026-02-05history
EPD ENTERPRISE PRODS PARTNERS730.2K shares-3.47%2025-12-312026-02-05history
UTES ETFIS SER TR I VIRTUS REAVES295.7K shares5.66%2025-12-312026-02-05history
UPS UNITED PARCEL SERVICE234.3K shares2.75%2025-12-312026-02-05history
BUFQ FIRST TR EXCHNG TRADED FD VI FT VEST644.9K shares5.78%2025-12-312026-02-05history
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TMO THERMO FISHER SCIENTIFIC39.9K shares-5.86%2025-12-312026-02-05history
ONEQ FIDELITY COMWLTH252.1K shares20.23%2025-12-312026-02-05history
BSCS INVESCO EXCH TRD SLF IDX FD INVSCO BLSH1.1M shares14.06%2025-12-312026-02-05history
ICSH ISHARES455.3K shares-16.05%2025-12-312026-02-05history
VBK VANGUARD INDEX FDS76.2K shares-0.25%2025-12-312026-02-05history
MMM 3M143.4K shares-2.13%2025-12-312026-02-05history
VOOV VANGUARD ADMIRAL FDS112.0K shares0.70%2025-12-312026-02-05history
DVY ISHARES162.3K shares1.10%2025-12-312026-02-05history
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SCHV SCHWAB STRATEGIC TR US LCAP772.0K shares15.03%2025-12-312026-02-05history
XLY SELECT SECTOR SPDR TR STATE STREET190.4K shares154.70%2025-12-312026-02-05history
DBEF DBX ETF TR XTRACK471.9K shares1.66%2025-12-312026-02-05history
FENI FIDELITY COVINGTON TRUST617.1K shares9.78%2025-12-312026-02-05history
SBUX STARBUCKS267.4K shares1.67%2025-12-312026-02-05history
COP CONOCOPHILLIPS240.1K shares5.55%2025-12-312026-02-05history
HYG ISHARES TR IBOXX HI YD277.2K shares9.67%2025-12-312026-02-05history
INTC INTEL602.4K shares15.81%2025-12-312026-02-05history
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VPU VANGUARD WORLD FD UTILITIES119.9K shares1.92%2025-12-312026-02-05history
ADBE ADOBE63.4K shares11.22%2025-12-312026-02-05history
VLU SPDR SERIES TRUST STATE STREET104.9K shares-1.86%2025-12-312026-02-05history
JMST J P MORGAN EXCHANGE TRADED433.1K shares76.37%2025-12-312026-02-05history
QTEC FIRST TR EXCHANGE-TRADED95.8K shares-0.47%2025-12-312026-02-05history
FLCG FEDERATED HERMES ETF TRUST MDT666.4K shares713.95%2025-12-312026-02-05history
ESGD ISHARES TR ESG AW231.4K shares13.89%2025-12-312026-02-05history
BAI BLACKROCK ETF TRUST657.3K shares28.97%2025-12-312026-02-05history
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VDC VANGUARD WORLD FD CONSUM102.4K shares-36.23%2025-12-312026-02-05history
SPAB SPDR SERIES TRUST STATE STREET840.0K shares4.87%2025-12-312026-02-05history
BSCR INVESCO EXCH TRD SLF IDX FD BULSHS1.1M shares11.62%2025-12-312026-02-05history
IUSV ISHARES210.2K shares-30.39%2025-12-312026-02-05history
CITIGROUP CITIGROUP184.2K shares1.82%2025-12-312026-02-05history
FPE FIRST TR EXCH TRADED FD III1.2M shares-3.52%2025-12-312026-02-05history
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL467.0K shares-2.98%2025-12-312026-02-05history
DFAS DIMENSIONAL ETF TRUST305.7K shares10.21%2025-12-312026-02-05history
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ARCC ARES1.1M shares-1.81%2025-12-312026-02-05history
MGC VANGUARD84.6K shares9.13%2025-12-312026-02-05history
NULV NUSHARES ETF TR NUVEEN471.6K shares-2.10%2025-12-312026-02-05history
XLG INVESCO EXCHANGE TRADED358.3K shares-0.43%2025-12-312026-02-05history
EMR EMERSON159.3K shares-0.04%2025-12-312026-02-05history
HDV ISHARES173.2K shares-2.12%2025-12-312026-02-05history
IWL ISHARES TR RUS TOP 200123.4K shares-2.18%2025-12-312026-02-05history
BMY BRISTOL-MYERS SQUIBB390.2K shares19.48%2025-12-312026-02-05history
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TFC TRUIST427.3K shares10.08%2025-12-312026-02-05history
AEP AMERICAN181.4K shares11.85%2025-12-312026-02-05history
HBTA HORIZON FDS EXPEDITION721.1K shares-5.59%2025-12-312026-02-05history
THRO BLACKROCK ETF TRUST537.7K shares11.10%2025-12-312026-02-05history
UCON FIRST TR EXCHNG TRADED FD VI SMITH822.6K shares5.96%2025-12-312026-02-05history
ARKK ARK266.9K shares-16.90%2025-12-312026-02-05history
SCHA SCHWAB STRATEGIC717.4K shares14.66%2025-12-312026-02-05history
EQWL INVESCO EXCHANGE TRADED172.9K shares9.16%2025-12-312026-02-05history
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MEDTRONIC MEDTRONIC211.8K shares4.87%2025-12-312026-02-05history
DFUS DIMENSIONAL ETF TRUST273.8K shares15.82%2025-12-312026-02-05history
IYK ISHARES303.1K shares3.62%2025-12-312026-02-05history
NUBD NUSHARES ETF TR NUVEEN903.1K shares4.61%2025-12-312026-02-05history
WTV WISDOMTREE214.8K shares-7.92%2025-12-312026-02-05history
FTLS FIRST TR EXCH TRADED FD III LNG/SHT281.0K shares9.23%2025-12-312026-02-05history
STIP ISHARES TR 0-5194.2K shares-7.25%2025-12-312026-02-05history
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IYZ ISHARES TR US TELECOM584.9K shares-1.48%2025-12-312026-02-05history
F FORD MTR1.5M shares-2.02%2025-12-312026-02-05history
VGSH VANGUARD SCOTTSDALE FDS334.6K shares-2.97%2025-12-312026-02-05history
PDI PIMCO1.1M shares0.82%2025-12-312026-02-05history
DSTL ETF SER SOLUTIONS DISTILLATE330.1K shares2.36%2025-12-312026-02-05history
DFAU DIMENSIONAL ETF TRUST412.4K shares13.28%2025-12-312026-02-05history
FELG FIDELITY COVINGTON TRUST461.2K shares-24.38%2025-12-312026-02-05history
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FNDB SCHWAB STRATEGIC TR FUNDAMENTAL723.4K shares3.35%2025-12-312026-02-05history
NOW SERVICENOW124.6K shares431.08%2025-12-312026-02-05history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II266.9K shares-18.29%2025-12-312026-02-05history
INVESCO EXCHANGE TRADED FD T RAFI INVESCO EXCHANGE TRADED FD T RAFI405.9K shares3.17%2025-12-312026-02-05history
JGRO J P MORGAN EXCHANGE TRADED204.8K shares16.38%2025-12-312026-02-05history
DFAI DIMENSIONAL ETF TRUST495.8K shares7.23%2025-12-312026-02-05history
NLR VANECK ETF TRUST151.9K shares42.17%2025-12-312026-02-05history
FUTY FIDELITY COVINGTON TRUST MSCI UTILS341.0K shares8.82%2025-12-312026-02-05history
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CB CHUBB LIMITED60.1K shares-2.59%2025-12-312026-02-05history
VOE VANGUARD INDEX FDS MCAP105.3K shares-2.33%2025-12-312026-02-05history
VCLT VANGUARD SCOTTSDALE FDS LG-TERM245.1K shares1.75%2025-12-312026-02-05history
HEFA ISHARES448.0K shares0.41%2025-12-312026-02-05history
CMI CUMMINS36.0K shares-0.82%2025-12-312026-02-05history
SHW SHERWIN WILLIAMS56.2K shares-3.27%2025-12-312026-02-05history
FTC FIRST TR EXCHANGE-TRADED113.8K shares5.16%2025-12-312026-02-05history
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XLP SELECT SECTOR SPDR TR STATE STREET233.1K shares-0.08%2025-12-312026-02-05history
VRT VERTIV HOLDINGS111.8K shares-8.67%2025-12-312026-02-05history
IAGG ISHARES361.1K shares11.71%2025-12-312026-02-05history
QTUM ETF SER SOLUTIONS DEFIANCE164.5K shares44.92%2025-12-312026-02-05history
PAVE GLOBAL X FDS373.4K shares8.47%2025-12-312026-02-05history
CINF CINCINNATI109.2K shares2.95%2025-12-312026-02-05history
FNDE SCHWAB STRATEGIC TR FUNDAMENTAL493.6K shares4.61%2025-12-312026-02-05history
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GBTC GRAYSCALE BITCOIN TRUST259.9K shares-3.22%2025-12-312026-02-05history
BP BP PLC SPONSORED510.3K shares0.99%2025-12-312026-02-05history
SCHW SCHWAB CHARLES176.0K shares2.09%2025-12-312026-02-05history
ENB ENBRIDGE366.5K shares-3.14%2025-12-312026-02-05history
HUSV FIRST TR EXCH TRADED FD III HORIZON DMST453.1K shares-1.68%2025-12-312026-02-05history
NET CLOUDFLARE87.6K shares-3.66%2025-12-312026-02-05history
IGM ISHARES TR EXPND TEC SC133.5K shares-3.35%2025-12-312026-02-05history
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GILD GILEAD SCIENCES140.3K shares-13.30%2025-12-312026-02-05history
JGLO J P MORGAN EXCHANGE TRADED253.9K shares-7.13%2025-12-312026-02-05history
LGOV FIRST TR EXCHANGE-TRADED781.7K shares-3.07%2025-12-312026-02-05history
JHMM JOHN HANCOCK EXCHANGE TRADED260.3K shares-13.17%2025-12-312026-02-05history
QYLD GLOBAL X FDS964.5K shares-0.35%2025-12-312026-02-05history
FMDE FIDELITY COVINGTON TRUST466.7K shares37.82%2025-12-312026-02-05history
NUDM NUSHARES ETF TR NUVEEN468.6K shares-1.39%2025-12-312026-02-05history
CVS CVS213.2K shares4.78%2025-12-312026-02-05history
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IGV ISHARES TR EXPANDED159.1K shares-35.82%2025-12-312026-02-05history
UNP UNION72.6K shares5.40%2025-12-312026-02-05history
MSTR STRATEGY110.0K shares9.43%2025-12-312026-02-05history
VONE VANGUARD SCOTTSDALE FDS VNG54.1K shares1.30%2025-12-312026-02-05history
PFF ISHARES539.8K shares2.12%2025-12-312026-02-05history
CGIC CAPITAL GROUP512.3K shares15.04%2025-12-312026-02-05history
APP APPLOVIN24.6K shares-20.30%2025-12-312026-02-05history
JMUB J P MORGAN EXCHANGE TRADED327.3K shares106.14%2025-12-312026-02-05history
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TOTL SSGA ACTIVE ETF TR STATE STREET407.8K shares-1.17%2025-12-312026-02-05history
NOC NORTHROP GRUMMAN28.7K shares3.62%2025-12-312026-02-05history
NEM NEWMONT163.1K shares5.55%2025-12-312026-02-05history
DAL DELTA AIR LINES INC DEL234.4K shares-3.64%2025-12-312026-02-05history
VDE VANGUARD129.2K shares11.79%2025-12-312026-02-05history
LGH NORTHERN LTS FD TR III HCM DEFEN261.3K shares0.42%2025-12-312026-02-05history
BSCQ INVESCO EXCH TRD SLF IDX FD BULSHS820.7K shares0.27%2025-12-312026-02-05history
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LHX L3HARRIS TECHNOLOGIES54.5K shares1.41%2025-12-312026-02-05history
VTEB VANGUARD MUN BD FDS317.5K shares11.41%2025-12-312026-02-05history
FDT FIRST TR EXCH TRD ALPHDX FD DEV MRK200.2K shares-1.74%2025-12-312026-02-05history
TXN TEXAS INSTRS91.5K shares-2.29%2025-12-312026-02-05history
IGSB ISHARES TR ISHS 1-5YR300.1K shares10.19%2025-12-312026-02-05history
SRLN SSGA ACTIVE ETF TR STATE STREET382.6K shares7.90%2025-12-312026-02-05history
LVHI LEGG MASON ETF INVT FRANKLIN427.7K shares20.68%2025-12-312026-02-05history
JAVA J P MORGAN EXCHANGE TRADED219.1K shares38.56%2025-12-312026-02-05history
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ADP AUTOMATIC DATA PROCESSING60.4K shares2.70%2025-12-312026-02-05history
COF CAPITAL ONE64.1K shares-1.95%2025-12-312026-02-05history
EDV VANGUARD WORLD FD EXTENDED237.9K shares326.12%2025-12-312026-02-05history
FLQM FRANKLIN TEMPLETON274.7K shares-0.43%2025-12-312026-02-05history
PNC PNC FINL SVCS GROUP73.5K shares-0.83%2025-12-312026-02-05history
BUFD FIRST TR EXCHNG TRADED FD VI FT VEST541.6K shares-17.34%2025-12-312026-02-05history
CSX CSX415.0K shares-30.93%2025-12-312026-02-05history
FTSL FIRST TR EXCHANGE-TRADED FD SENIOR LN327.7K shares-1.31%2025-12-312026-02-05history
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QGRO AMERICAN CENTY130.8K shares36.01%2025-12-312026-02-05history
RWL INVESCO EXCH TRADED FD TR II130.7K shares40.66%2025-12-312026-02-05history
URI UNITED RENTALS18.4K shares1.40%2025-12-312026-02-05history
VOT VANGUARD INDEX FDS MCAP53.2K shares17.58%2025-12-312026-02-05history
JMBS JANUS DETROIT324.4K shares3.22%2025-12-312026-02-05history
D DOMINION249.9K shares-20.76%2025-12-312026-02-05history
CGNG CAPITAL GROUP NEW GEOGRAPHY458.4K shares98.69%2025-12-312026-02-05history
PGR PROGRESSIVE64.0K shares-3.83%2025-12-312026-02-05history
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ROCKET LAB ROCKET LAB208.1K shares58.71%2025-12-312026-02-05history
PCIG LITMAN GREGORY FDS TR POLEN1.6M shares-2.91%2025-12-312026-02-05history
VST VISTRA89.5K shares-4.25%2025-12-312026-02-05history
DFIV DIMENSIONAL ETF TRUST INTERNATNAL288.8K shares6.41%2025-12-312026-02-05history
VIOO VANGUARD ADMIRAL FDS INC SMLLCP129.6K shares2.71%2025-12-312026-02-05history
PAAA PGIM ETF TR AAA280.2K shares47.51%2025-12-312026-02-05history
SPTL SPDR SERIES TRUST STATE STREET539.9K shares6.36%2025-12-312026-02-05history
XBI SPDR SERIES TRUST STATE STREET117.2K shares139.29%2025-12-312026-02-05history
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KMI KINDER MORGAN INC DEL517.3K shares3.02%2025-12-312026-02-05history
KMB KIMBERLY-CLARK140.8K shares32.96%2025-12-312026-02-05history
DFIC DIMENSIONAL ETF TRUST410.1K shares24.47%2025-12-312026-02-05history
JCPB J P MORGAN EXCHANGE TRADED297.4K shares17.10%2025-12-312026-02-05history
ALPS ETF TR ALERIAN ALPS ETF TR ALERIAN299.0K shares-4.77%2025-12-312026-02-05history
FBTC FIDELITY WISE ORIGIN184.3K shares33.36%2025-12-312026-02-05history
HSY HERSHEY77.1K shares-2.42%2025-12-312026-02-05history
KKR & KKR &108.5K shares-1.26%2025-12-312026-02-05history
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SKYY FIRST TR EXCHANGE TRADED FD CLOUD106.3K shares-8.54%2025-12-312026-02-05history
ORLY OREILLY AUTOMOTIVE150.4K shares6.45%2025-12-312026-02-05history
FTA FIRST TR EXCHANGE-TRADED159.0K shares2.98%2025-12-312026-02-05history
HGER HARBOR ETF TRUST HARBOR551.1K shares54.46%2025-12-312026-02-05history
PSX PHILLIPS 66106.0K shares4.93%2025-12-312026-02-05history
BBAG J P MORGAN EXCHANGE TRADED F BETABUILDERS293.8K shares-56.72%2025-12-312026-02-05history
AOA ISHARES151.8K shares-1.34%2025-12-312026-02-05history
EFG ISHARES119.3K shares-20.33%2025-12-312026-02-05history
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FLTR VANECK ETF TRUST532.1K shares7.16%2025-12-312026-02-05history
CME CME GROUP49.6K shares5.31%2025-12-312026-02-05history
ESGV VANGUARD111.8K shares-10.29%2025-12-312026-02-05history
MARVELL MARVELL158.2K shares-0.74%2025-12-312026-02-05history
KHC KRAFT HEINZ553.4K shares32.21%2025-12-312026-02-05history
MAR MARRIOTT43.2K shares18.06%2025-12-312026-02-05history
ETFS GOLD TR PHYSCL ETFS GOLD TR PHYSCL326.4K shares-6.94%2025-12-312026-02-05history
FTGC FIRST TR EXCHANGE TRAD FD VI576.4K shares2.48%2025-12-312026-02-05history
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JPME J P MORGAN EXCHANGE TRADED F DIVERSFED123.1K shares10.16%2025-12-312026-02-05history
XSMO INVESCO EXCHANGE TRADED184.9K shares-12.87%2025-12-312026-02-05history
PALC PACER FDS TR LUNT254.2K shares-3.60%2025-12-312026-02-05history
TGT TARGET135.1K shares16.93%2025-12-312026-02-05history
AFL AFLAC119.7K shares-0.10%2025-12-312026-02-05history
APH AMPHENOL97.5K shares2.47%2025-12-312026-02-05history
CMCSA COMCAST439.9K shares-6.27%2025-12-312026-02-05history
VCR VANGUARD WORLD FD CONSUM33.3K shares-1.37%2025-12-312026-02-05history
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KNG FIRST TR EXCHANGE-TRADED FD FT VEST266.3K shares-6.14%2025-12-312026-02-05history
J P MORGAN EXCHANGE TRADED F BETABULDRS J P MORGAN EXCHANGE TRADED F BETABULDRS198.6K shares19.39%2025-12-312026-02-05history
IYF ISHARES TR U.S.101.2K shares-27.03%2025-12-312026-02-05history
AOR ISHARES200.7K shares1.27%2025-12-312026-02-05history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available