The Analysis of Capital Group Private Client Services, Inc.'s Holdings

Currently, Capital Group Private Client Services, Inc. holds 286 types of securities in its portfolio with a total value $6.3B. In the most recent quarter, they have increased their positions in CGDV (+692.6K shares, valued at $30.2M), CGGE (+932.1K shares, valued at $29.5M), CGGO (+839.8K shares, valued at $29.1M); decreased their positions in N/A (-40.0K shares, valued at $12.6M), EA (-60.7K shares, valued at $12.4M), DFAC (-288.3K shares, valued at $11.4M); initiated new positions in N/A (+430.4K shares, valued at $28.1M), CAT (+6.5K shares, valued at $3.7M), OKE (+31.3K shares, valued at $2.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGGR CAPITAL GROUP GROWTH ETF24.0M shares2.50%2025-12-312026-02-11

CGGO CAPITAL GROUP GBL GROWTH EQT21.1M shares4.14%2025-12-312026-02-11

CGDV CAPITAL GROUP DIVIDEND VALUE10.2M shares7.32%2025-12-312026-02-11

ALPHABET INC ALPHABET INC943.1K shares-4.07%2025-12-312026-02-11

ALPHABET INC ALPHABET INC790.8K shares-3.78%2025-12-312026-02-11

CGUS CAPITAL GROUP CORE EQUITY ET4.7M shares3.18%2025-12-312026-02-11

CGDG CAPITAL GROUP DIVIDEND GROWE5.2M shares9.77%2025-12-312026-02-11

CGGE CAPITAL GROUP GLOBAL EQUITY5.4M shares20.80%2025-12-312026-02-11

Sponsored

BROADCOM INC BROADCOM INC466.1K shares-5.76%2025-12-312026-02-11

MSFT MICROSOFT CORP246.0K shares-3.29%2025-12-312026-02-11

CGCV CAPITAL GROUP CONSERVATIVE E3.7M shares13.81%2025-12-312026-02-11

CGXU CAPITAL GROUP INTL FOCUS EQT3.2M shares1.38%2025-12-312026-02-11

CGNG CAPITAL GROUP NEW GEOGRAPHY2.7M shares9.08%2025-12-312026-02-11

AAPL APPLE INC294.8K shares2.92%2025-12-312026-02-11

VANGUARD INDEX FDS VANGUARD INDEX FDS127.2K shares4.18%2025-12-312026-02-11

TSM TAIWAN SEMICONDUCTOR MFG LTD247.5K shares-4.50%2025-12-312026-02-11

Sponsored

AMZN AMAZON COM INC311.9K shares-6.96%2025-12-312026-02-11

META META PLATFORMS INC104.0K shares-3.59%2025-12-312026-02-11

GE AEROSPACE GE AEROSPACE206.2K shares-2.89%2025-12-312026-02-11

CGSD CAPITAL GRP FIXED INCM ETF T2.3M shares0.67%2025-12-312026-02-11

JPM JPMORGAN CHASE & CO.170.5K shares-3.40%2025-12-312026-02-11

CGIC CAPITAL GROUP INTERNATIONAL1.6M shares44.04%2025-12-312026-02-11

V VISA INC122.5K shares-2.93%2025-12-312026-02-11

CGMU CAPITAL GRP FIXED INCM ETF T1.6M shares3.44%2025-12-312026-02-11

Sponsored

CEG CONSTELLATION ENERGY CORP120.6K shares-4.07%2025-12-312026-02-11

GEV GE VERNOVA INC58.8K shares-22.24%2025-12-312026-02-11

PM PHILIP MORRIS INTL INC239.7K shares-0.40%2025-12-312026-02-11

CGIE CAPITAL GROUP INTERNATIONAL1.0M shares9.11%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR52.7K shares0.66%2025-12-312026-02-11

KLAC KLA CORP29.3K shares-2.63%2025-12-312026-02-11

ISHARES GOLD TR ISHARES GOLD TR417.6K shares5.38%2025-12-312026-02-11

MMC MARSH & MCLENNAN COS INC178.2K shares-2.85%2025-12-312026-02-11

Sponsored

NOC NORTHROP GRUMMAN CORP51.8K shares-4.25%2025-12-312026-02-11

ABT ABBOTT LABS231.9K shares-2.45%2025-12-312026-02-11

TOTALENERGIES SE TOTALENERGIES SE430.4K sharesnew addition2025-12-312026-02-11

NVDA NVIDIA CORPORATION138.8K shares-0.00%2025-12-312026-02-11

DB DEUTSCHE BANK A G660.1K shares-8.92%2025-12-312026-02-11

LINDE PLC LINDE PLC57.9K shares-1.62%2025-12-312026-02-11

AMGN AMGEN INC74.3K shares7.03%2025-12-312026-02-11

RCL ROYAL CARIBBEAN GROUP86.2K shares-3.46%2025-12-312026-02-11

Sponsored

LLY ELI LILLY & CO22.0K shares-2.43%2025-12-312026-02-11

MELI MERCADOLIBRE INC10.7K shares-5.86%2025-12-312026-02-11

NOW SERVICENOW INC140.1K shares382.97%2025-12-312026-02-11

MA MASTERCARD INCORPORATED37.1K shares-4.28%2025-12-312026-02-11

CGSM CAPITAL GRP FIXED INCM ETF T779.0K shares20.60%2025-12-312026-02-11

RTX RTX CORPORATION111.5K shares-2.49%2025-12-312026-02-11

MU MICRON TECHNOLOGY INC69.9K shares-6.54%2025-12-312026-02-11

VTI VANGUARD INDEX FDS58.9K shares0.37%2025-12-312026-02-11

Sponsored

WELL WELLTOWER INC106.3K shares-0.40%2025-12-312026-02-11

CRM SALESFORCE INC72.5K shares-4.63%2025-12-312026-02-11

TDG TRANSDIGM GROUP INC14.0K shares-2.09%2025-12-312026-02-11

RYAAY RYANAIR HOLDINGS PLC254.1K shares-5.10%2025-12-312026-02-11

ATO ATMOS ENERGY CORP106.6K shares2.61%2025-12-312026-02-11

IVV ISHARES TR23.5K shares12.02%2025-12-312026-02-11

UNH UNITEDHEALTH GROUP INC48.0K shares2.73%2025-12-312026-02-11

SPTS SPDR SERIES TRUST540.2K shares-5.94%2025-12-312026-02-11

Sponsored

AON PLC AON PLC42.6K shares-4.95%2025-12-312026-02-11

IR INGERSOLL RAND INC189.6K shares-7.02%2025-12-312026-02-11

VB VANGUARD INDEX FDS57.4K shares11.51%2025-12-312026-02-11

MDLZ MONDELEZ INTL INC271.8K shares-4.67%2025-12-312026-02-11

VCSH VANGUARD SCOTTSDALE FDS178.2K shares0.00%2025-12-312026-02-11

ABBV ABBVIE INC61.2K shares11.01%2025-12-312026-02-11

CGMM CAPITAL GROUP EQUITY ETF TR483.3K shares32.20%2025-12-312026-02-11

SHOP SHOPIFY INC83.1K shares-2.72%2025-12-312026-02-11

Sponsored

BARRICK MNG CORP BARRICK MNG CORP304.1K shares26.42%2025-12-312026-02-11

IJR ISHARES TR107.2K shares1.23%2025-12-312026-02-11

ONC BEONE MEDICINES LTD41.8K shares-4.45%2025-12-312026-02-11

TRP TC ENERGY CORP226.6K shares-8.10%2025-12-312026-02-11

URI UNITED RENTALS INC15.4K shares-18.46%2025-12-312026-02-11

AJG GALLAGHER ARTHUR J & CO44.8K shares-2.74%2025-12-312026-02-11

CGMS CAPITAL GRP FIXED INCM ETF T414.2K shares-3.26%2025-12-312026-02-11

WCN WASTE CONNECTIONS INC64.8K shares-1.31%2025-12-312026-02-11

Sponsored

DHR DANAHER CORPORATION48.7K shares-7.36%2025-12-312026-02-11

SPGI S&P GLOBAL INC21.2K shares-7.27%2025-12-312026-02-11

TSCO TRACTOR SUPPLY CO220.2K shares-4.07%2025-12-312026-02-11

VRTX VERTEX PHARMACEUTICALS INC23.9K shares-4.11%2025-12-312026-02-11

CNP CENTERPOINT ENERGY INC278.9K shares-1.99%2025-12-312026-02-11

SRE SEMPRA117.5K shares-0.69%2025-12-312026-02-11

HLT HILTON WORLDWIDE HLDGS INC35.8K shares-16.89%2025-12-312026-02-11

COP CONOCOPHILLIPS108.1K shares-18.66%2025-12-312026-02-11

Sponsored

HEI HEICO CORP NEW31.2K shares-5.61%2025-12-312026-02-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND36.8K shares5.38%2025-12-312026-02-11

IWM ISHARES TR38.9K shares8.82%2025-12-312026-02-11

TJX TJX COS INC NEW61.0K shares7.15%2025-12-312026-02-11

PGR PROGRESSIVE CORP40.0K shares-1.40%2025-12-312026-02-11

AME AMETEK INC43.0K shares-7.32%2025-12-312026-02-11

CGGG CAPITAL GROUP EQUITY ETF TR306.6K shares323.79%2025-12-312026-02-11

NFLX NETFLIX INC90.4K shares666.51%2025-12-312026-02-11

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC228.7K shares-15.13%2025-12-312026-02-11

MAR MARRIOTT INTL INC NEW26.8K shares-0.67%2025-12-312026-02-11

VT VANGUARD INTL EQUITY INDEX F58.9K shares13.31%2025-12-312026-02-11

RACE FERRARI N V21.7K shares-4.57%2025-12-312026-02-11

BIV VANGUARD BD INDEX FDS102.4K shares0.14%2025-12-312026-02-11

TFC TRUIST FINL CORP161.8K shares-3.17%2025-12-312026-02-11

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV380.4K shares-5.18%2025-12-312026-02-11

AZN ASTRAZENECA PLC84.0K shares-10.15%2025-12-312026-02-11

Sponsored

CNI CANADIAN NATL RY CO78.0K shares-9.25%2025-12-312026-02-11

HEI.A HEICO CORP NEW30.4K shares-8.14%2025-12-312026-02-11

PNC PNC FINL SVCS GROUP INC35.7K shares-2.99%2025-12-312026-02-11

TMUS T-MOBILE US INC36.4K shares-7.29%2025-12-312026-02-11

CGBL CAPITAL GROUP CORE BALANCED208.0K shares5.57%2025-12-312026-02-11

ATI ATI INC63.4K shares-17.54%2025-12-312026-02-11

MDY SPDR S&P MIDCAP 400 ETF TR11.7K shares0.19%2025-12-312026-02-11

KKR & CO INC KKR & CO INC55.3K shares-2.65%2025-12-312026-02-11

Sponsored

SPTM SPDR SERIES TRUST84.9K shares0.00%2025-12-312026-02-11

AVUS AMERICAN CENTY ETF TR62.1K shares8.20%2025-12-312026-02-11

XOM EXXON MOBIL CORP54.9K shares-2.48%2025-12-312026-02-11

IWR ISHARES TR67.4K shares1.38%2025-12-312026-02-11

CSX CSX CORP176.8K shares-7.58%2025-12-312026-02-11

ITT INC ITT INC36.4K shares-2.35%2025-12-312026-02-11

CGHM CAPITAL GRP FIXED INCM ETF T245.6K shares-0.40%2025-12-312026-02-11

HON HONEYWELL INTL INC31.9K shares-5.99%2025-12-312026-02-11

Sponsored

MS MORGAN STANLEY34.8K shares-1.07%2025-12-312026-02-11

YUM YUM BRANDS INC40.6K shares-2.20%2025-12-312026-02-11

IWP ISHARES TR43.5K shares-0.03%2025-12-312026-02-11

ETR ENTERGY CORP NEW64.4K shares-5.10%2025-12-312026-02-11

RBLX ROBLOX CORP71.2K shares-3.14%2025-12-312026-02-11

CAPITAL GROUP EQUITY ETF TR CAPITAL GROUP EQUITY ETF TR213.5K shares5.47%2025-12-312026-02-11

APH AMPHENOL CORP NEW40.7K shares129.84%2025-12-312026-02-11

COST COSTCO WHSL CORP NEW6.2K shares-4.32%2025-12-312026-02-11

Sponsored

ACGL ARCH CAP GROUP LTD53.6K shares1.94%2025-12-312026-02-11

PAYX PAYCHEX INC44.3K shares-4.81%2025-12-312026-02-11

IEMG ISHARES INC73.6K shares1.61%2025-12-312026-02-11

SHW SHERWIN WILLIAMS CO15.2K shares-2.04%2025-12-312026-02-11

ARMK ARAMARK133.3K shares-22.58%2025-12-312026-02-11

INVESCO QQQ TR INVESCO QQQ TR8.0K shares-2.52%2025-12-312026-02-11

TOST TOAST INC126.7K shares-1.71%2025-12-312026-02-11

EQT CORP EQT CORP81.4K shares-3.36%2025-12-312026-02-11

Sponsored

CARR CARRIER GLOBAL CORPORATION81.5K shares-50.16%2025-12-312026-02-11

PHYS SPROTT ASSET MANAGEMENT LP130.3K shares-0.20%2025-12-312026-02-11

IWB ISHARES TR11.4K shares-3.44%2025-12-312026-02-11

CB CHUBB LIMITED13.5K shares-1.66%2025-12-312026-02-11

KDP KEURIG DR PEPPER INC149.9K shares28.56%2025-12-312026-02-11

FDX FEDEX CORP14.3K shares-12.56%2025-12-312026-02-11

CHD CHURCH & DWIGHT CO INC48.8K shares-6.77%2025-12-312026-02-11

EFA ISHARES TR42.4K shares15.93%2025-12-312026-02-11

Sponsored

IJH ISHARES TR58.2K shares-0.94%2025-12-312026-02-11

QIAGEN NV QIAGEN NV84.5K shares-3.44%2025-12-312026-02-11

VWO VANGUARD INTL EQUITY INDEX F70.2K shares4.46%2025-12-312026-02-11

AWI ARMSTRONG WORLD INDS INC NEW19.7K shares-3.29%2025-12-312026-02-11

CAT CATERPILLAR INC6.5K sharesnew addition2025-12-312026-02-11

HSY HERSHEY CO20.4K shares-3.12%2025-12-312026-02-11

ASML ASML HOLDING N V3.5K shares-22.00%2025-12-312026-02-11

JKHY HENRY JACK & ASSOC INC19.9K shares-4.03%2025-12-312026-02-11

Sponsored

COF CAPITAL ONE FINL CORP15.0K shares-2.47%2025-12-312026-02-11

CGUI CAPITAL GRP FIXED INCM ETF T142.2K shares-3.32%2025-12-312026-02-11

ATLASSIAN CORPORATION ATLASSIAN CORPORATION21.9K shares-8.39%2025-12-312026-02-11

SBUX STARBUCKS CORP42.2K shares504.89%2025-12-312026-02-11

GLD SPDR GOLD TR8.8K shares12.19%2025-12-312026-02-11

CGCP CAPITAL GRP FIXED INCM ETF T151.9K shares21.51%2025-12-312026-02-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC15.1K shares0.70%2025-12-312026-02-11

BURL BURLINGTON STORES INC11.6K shares-1.56%2025-12-312026-02-11

Sponsored

CMCSA COMCAST CORP NEW111.1K shares-6.93%2025-12-312026-02-11

VEA VANGUARD TAX-MANAGED FDS51.5K shares24.09%2025-12-312026-02-11

LII LENNOX INTL INC6.6K shares-8.47%2025-12-312026-02-11

SPOT SPOTIFY TECHNOLOGY S A5.4K shares57.11%2025-12-312026-02-11

AES AES CORP216.9K shares-7.23%2025-12-312026-02-11

BIL SPDR SERIES TRUST33.2K shares1.33%2025-12-312026-02-11

VGIT VANGUARD SCOTTSDALE FDS50.4K shares0.00%2025-12-312026-02-11

SOBO SOUTH BOW CORP106.4K shares-9.34%2025-12-312026-02-11

Sponsored

SAIA SAIA INC8.9K shares-2.76%2025-12-312026-02-11

HD HOME DEPOT INC8.4K shares-1.54%2025-12-312026-02-11

MSCI MSCI INC5.0K shares-1.45%2025-12-312026-02-11

NCLH NORWEGIAN CRUISE LINE HLDG L123.4K shares-2.41%2025-12-312026-02-11

WMS ADVANCED DRAIN SYS INC DEL17.7K shares-1.66%2025-12-312026-02-11

BMY BRISTOL-MYERS SQUIBB CO43.5K shares-10.99%2025-12-312026-02-11

OKE ONEOK INC NEW31.3K sharesnew addition2025-12-312026-02-11

DFAC DIMENSIONAL ETF TRUST57.0K shares-83.51%2025-12-312026-02-11

Sponsored

IWF ISHARES TR4.7K shares-1.26%2025-12-312026-02-11

MTD METTLER TOLEDO INTERNATIONAL1.6K shares-2.05%2025-12-312026-02-11

EEM ISHARES TR38.8K shares-0.31%2025-12-312026-02-11

AMAT APPLIED MATLS INC8.0K shares9.34%2025-12-312026-02-11

IP INTERNATIONAL PAPER CO52.0K shares2.45%2025-12-312026-02-11

ACWI ISHARES TR14.4K shares94.05%2025-12-312026-02-11

HUM HUMANA INC7.9K shares-7.63%2025-12-312026-02-11

TLT ISHARES TR23.2K shares1.47%2025-12-312026-02-11

Sponsored

VNQ VANGUARD INDEX FDS22.8K shares-18.58%2025-12-312026-02-11

MGK VANGUARD WORLD FD4.1K shares0.17%2025-12-312026-02-11

FLUT FLUTTER ENTMT PLC7.9K shares-5.05%2025-12-312026-02-11

BLACKSTONE INC BLACKSTONE INC10.8K shares-3.57%2025-12-312026-02-11

VUG VANGUARD INDEX FDS3.4K shares-12.41%2025-12-312026-02-11

VYM VANGUARD WHITEHALL FDS11.2K shares0.38%2025-12-312026-02-11

NSC NORFOLK SOUTHN CORP5.5K shares-1.39%2025-12-312026-02-11

STZ CONSTELLATION BRANDS INC11.2K shares447.33%2025-12-312026-02-11

Sponsored

IT GARTNER INC6.1K shares-0.80%2025-12-312026-02-11

BLV VANGUARD BD INDEX FDS21.3K shares0.00%2025-12-312026-02-11

IWO ISHARES TR4.4K shares0.11%2025-12-312026-02-11

KO COCA COLA CO20.0K shares27.44%2025-12-312026-02-11

JPLD J P MORGAN EXCHANGE TRADED F26.6K shares59.85%2025-12-312026-02-11

DGRW WISDOMTREE TR15.1K shares0.00%2025-12-312026-02-11

CME CME GROUP INC4.9K shares-12.82%2025-12-312026-02-11

PSA PUBLIC STORAGE OPER CO4.9K sharesnew addition2025-12-312026-02-11

Sponsored

APD AIR PRODS & CHEMS INC5.1K shares-7.80%2025-12-312026-02-11

BUD ANHEUSER BUSCH INBEV SA/NV19.1K shares-19.66%2025-12-312026-02-11

DISV DIMENSIONAL ETF TRUST32.0K shares0.00%2025-12-312026-02-11

NVO NOVO-NORDISK A S23.2K shares-22.82%2025-12-312026-02-11

SCHF SCHWAB STRATEGIC TR49.1K shares0.06%2025-12-312026-02-11

OLED UNIVERSAL DISPLAY CORP10.0K shares0.00%2025-12-312026-02-11

EQIX EQUINIX INC1.5K shares-0.27%2025-12-312026-02-11

VXUS VANGUARD STAR FDS14.9K shares-0.19%2025-12-312026-02-11

Sponsored

INTC INTEL CORP28.3K shares-1.11%2025-12-312026-02-11

BSV VANGUARD BD INDEX FDS13.2K shares3.88%2025-12-312026-02-11

DFAT DIMENSIONAL ETF TRUST16.2K shares0.00%2025-12-312026-02-11

IVW ISHARES TR7.5K shares-1.70%2025-12-312026-02-11

CGCB CAPITAL GRP FIXED INCM ETF T34.9K shares88.02%2025-12-312026-02-11

DVY ISHARES TR6.5K shares0.84%2025-12-312026-02-11

IEFA ISHARES TR9.9K shares4.40%2025-12-312026-02-11

TTWO TAKE-TWO INTERACTIVE SOFTWAR3.3K shares0.00%2025-12-312026-02-11

Sponsored

SAP SAP SE3.4K shares-35.04%2025-12-312026-02-11

IBN ICICI BANK LIMITED27.9K shares-2.61%2025-12-312026-02-11

VTEB VANGUARD MUN BD FDS16.4K shares0.82%2025-12-312026-02-11

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD15.4K shares-2.32%2025-12-312026-02-11

KB KB FINL GROUP INC9.4K shares0.00%2025-12-312026-02-11

IWD ISHARES TR3.8K shares-20.21%2025-12-312026-02-11

SDY SPDR SERIES TRUST5.7K shares0.44%2025-12-312026-02-11

REGN REGENERON PHARMACEUTICALS1.0K shares-65.02%2025-12-312026-02-11

Sponsored

EWBC EAST WEST BANCORP INC6.9K shares0.00%2025-12-312026-02-11

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-11

VTV VANGUARD INDEX FDS3.9K shares11.21%2025-12-312026-02-11

SPYG SPDR SERIES TRUST7.0K shares36.60%2025-12-312026-02-11

CWI SPDR INDEX SHS FDS18.8K shares0.00%2025-12-312026-02-11

IWS ISHARES TR4.8K shares0.21%2025-12-312026-02-11

VIG VANGUARD SPECIALIZED FUNDS2.9K shares-3.80%2025-12-312026-02-11

BABA ALIBABA GROUP HLDG LTD4.3K shares0.00%2025-12-312026-02-11

Sponsored

VO VANGUARD INDEX FDS2.1K shares1.57%2025-12-312026-02-11

IWN ISHARES TR3.4K shares0.51%2025-12-312026-02-11

JNJ JOHNSON & JOHNSON2.9K sharesnew addition2025-12-312026-02-11

WBS WEBSTER FINL CORP9.3K shares0.00%2025-12-312026-02-11

STT STATE STR CORP4.5K shares0.00%2025-12-312026-02-11

ADI ANALOG DEVICES INC2.1K shares-34.27%2025-12-312026-02-11

ELV ELEVANCE HEALTH INC FORMERLY1.6K shares-63.65%2025-12-312026-02-11

VV VANGUARD INDEX FDS1.8K shares0.27%2025-12-312026-02-11

Sponsored

QUAL ISHARES TR2.9K shares0.00%2025-12-312026-02-11

DFIC DIMENSIONAL ETF TRUST16.4K sharesnew addition2025-12-312026-02-11

CVX CHEVRON CORP NEW3.7K shares-0.41%2025-12-312026-02-11

EA ELECTRONIC ARTS INC2.7K shares-95.70%2025-12-312026-02-11

SW SMURFIT WESTROCK PLC14.2K shares-15.07%2025-12-312026-02-11

PCG PG&E CORP34.0K shares-4.56%2025-12-312026-02-11

SCZ ISHARES TR7.0K shares0.53%2025-12-312026-02-11

TW TRADEWEB MKTS INC5.1K shares-2.51%2025-12-312026-02-11

Sponsored

ULS UL SOLUTIONS INC6.8K shares-3.08%2025-12-312026-02-11

WFC WELLS FARGO CO NEW5.6K shares0.00%2025-12-312026-02-11

NKE NIKE INC8.2K shares-4.01%2025-12-312026-02-11

GDDY GODADDY INC4.1K shares0.00%2025-12-312026-02-11

GSG ISHARES S&P GSCI COMMODITY-21.8K sharesnew addition2025-12-312026-02-11

MSTR STRATEGY INC3.2K shares-2.23%2025-12-312026-02-11

CHTR CHARTER COMMUNICATIONS INC N2.3K shares-90.90%2025-12-312026-02-11

EPS WISDOMTREE TR6.4K shares0.44%2025-12-312026-02-11

Sponsored

TRN TRINITY INDS INC16.7K shares0.00%2025-12-312026-02-11

EW EDWARDS LIFESCIENCES CORP5.1K shares0.00%2025-12-312026-02-11

BND VANGUARD BD INDEX FDS5.8K shares0.02%2025-12-312026-02-11

ALNY ALNYLAM PHARMACEUTICALS INC1.1K shares0.00%2025-12-312026-02-11

CMS CMS ENERGY CORP6.0K shares-28.16%2025-12-312026-02-11

EXC EXELON CORP9.6K sharesnew addition2025-12-312026-02-11

UNP UNION PAC CORP1.7K sharesnew addition2025-12-312026-02-11

SPEM SPDR INDEX SHS FDS8.2K shares-1.81%2025-12-312026-02-11

Sponsored

XLK SELECT SECTOR SPDR TR2.6K shares247.36%2025-12-312026-02-11

SCHB SCHWAB STRATEGIC TR14.4K shares0.28%2025-12-312026-02-11

TXN TEXAS INSTRS INC2.1K shares-87.29%2025-12-312026-02-11

MCO MOODYS CORP715 shares0.00%2025-12-312026-02-11

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC7.5K sharesnew addition2025-12-312026-02-11

DRI DARDEN RESTAURANTS INC2.0K shares-24.20%2025-12-312026-02-11

SONY SONY GROUP CORP13.4K shares-32.44%2025-12-312026-02-11

VEU VANGUARD INTL EQUITY INDEX F4.3K shares0.00%2025-12-312026-02-11

Sponsored

MINT PIMCO ETF TR3.1K shares1.11%2025-12-312026-02-11

DFAX DIMENSIONAL ETF TRUST9.4K shares-83.72%2025-12-312026-02-11

CROWN CASTLE INC CROWN CASTLE INC3.4K sharesnew addition2025-12-312026-02-11

DG DOLLAR GEN CORP NEW2.3K shares0.00%2025-12-312026-02-11

FCX FREEPORT-MCMORAN INC5.7K shares-95.92%2025-12-312026-02-11

VALE VALE S A21.0K shares-20.90%2025-12-312026-02-11

CVS CVS HEALTH CORP3.4K shares0.00%2025-12-312026-02-11

AMT AMERICAN TOWER CORP NEW1.5K sharesnew addition2025-12-312026-02-11

Sponsored

VLUE ISHARES TR1.8K shares0.06%2025-12-312026-02-11

VIOO VANGUARD ADMIRAL FDS INC2.2K shares0.00%2025-12-312026-02-11

IXUS ISHARES TR2.9K shares0.00%2025-12-312026-02-11

CM CANADIAN IMPERIAL BANK OF CO2.6K shares0.00%2025-12-312026-02-11

VBR VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-11

SO SOUTHERN CO2.7K shares-59.82%2025-12-312026-02-11

WSO WATSCO INC684 shares-40.31%2025-12-312026-02-11

VXF VANGUARD INDEX FDS1.1K shares2.39%2025-12-312026-02-11

Sponsored

ITOT ISHARES TR1.5K shares-0.40%2025-12-312026-02-11

LECO LINCOLN ELEC HLDGS INC916 shares0.00%2025-12-312026-02-11

PLD PROLOGIS INC.1.6K sharesnew addition2025-12-312026-02-11

SPYV SPDR SERIES TRUST3.6K sharesnew addition2025-12-312026-02-11

BNDX VANGUARD CHARLOTTE FDS4.2K shares-2.65%2025-12-312026-02-11

AMCR AMCOR PLC20.6K sharesnew addition2025-12-312026-02-11

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Put Option Holdings

No put option holdings data available