The Analysis of Capital Investment Advisory Services, LLC's Holdings
Currently, Capital Investment Advisory Services, LLC holds 1163 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BIL (+709.8K shares, valued at $64.9M), CSHI (+135.2K shares, valued at $6.7M), XLU (+133.9K shares, valued at $5.7M); decreased their positions in HACK (-57.1K shares, valued at $4.6M), IUSG (-11.4K shares, valued at $1.9M), GSLC (-14.4K shares, valued at $1.9M); initiated new positions in BIL (+709.8K shares, valued at $64.9M), CSHI (+135.2K shares, valued at $6.7M), HEFA (+101.9K shares, valued at $4.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST709.8K sharesnew addition2025-12-312026-01-21
NVDA NVIDIA CORPORATION268.1K shares-0.69%2025-12-312026-01-21
AAPL APPLE INC151.4K shares1.82%2025-12-312026-01-21
AMZN AMAZON COM INC109.8K shares1.69%2025-12-312026-01-21
ALPHABET INC ALPHABET INC77.5K shares-2.15%2025-12-312026-01-21
JPST J P MORGAN EXCHANGE TRADED F421.6K shares-3.78%2025-12-312026-01-21
VTV VANGUARD INDEX FDS109.9K shares3.56%2025-12-312026-01-21
JBND J P MORGAN EXCHANGE TRADED F357.9K shares4.75%2025-12-312026-01-21
UCON FIRST TR EXCHNG TRADED FD VI755.2K shares4.36%2025-12-312026-01-21
MSFT MICROSOFT CORP36.0K shares3.21%2025-12-312026-01-21
BROADCOM INC BROADCOM INC46.2K shares-3.18%2025-12-312026-01-21
IVV ISHARES TR22.5K shares0.58%2025-12-312026-01-21
QQQI NEOS ETF TRUST258.4K shares53.73%2025-12-312026-01-21
FTSM FIRST TR EXCHANGE-TRADED FD231.5K shares-2.87%2025-12-312026-01-21
JEPI J P MORGAN EXCHANGE TRADED F225.7K shares32.69%2025-12-312026-01-21
SSO PROSHARES TR222.7K shares37.38%2025-12-312026-01-21
VGSH VANGUARD SCOTTSDALE FDS209.6K shares-4.42%2025-12-312026-01-21
DGRO ISHARES TR176.2K shares-3.34%2025-12-312026-01-21
IJR ISHARES TR95.5K shares3.35%2025-12-312026-01-21
VUG VANGUARD INDEX FDS23.4K shares1.26%2025-12-312026-01-21
ABBV ABBVIE INC48.0K shares1.15%2025-12-312026-01-21
QUAL ISHARES TR54.4K shares1.26%2025-12-312026-01-21
FCEF FIRST TR EXCHNG TRADED FD VI457.4K shares2.80%2025-12-312026-01-21
GLD SPDR GOLD TR26.5K shares-0.37%2025-12-312026-01-21
DIVO AMPLIFY ETF TR231.9K shares6.79%2025-12-312026-01-21
LQDH ISHARES U S ETF TR109.5K shares1.93%2025-12-312026-01-21
META META PLATFORMS INC15.2K shares5.12%2025-12-312026-01-21
VO VANGUARD INDEX FDS33.2K shares1.85%2025-12-312026-01-21
SPY SPDR S&P 500 ETF TR13.8K shares-1.10%2025-12-312026-01-21
LLY ELI LILLY & CO8.7K shares-1.15%2025-12-312026-01-21
IWM ISHARES TR37.2K shares28.99%2025-12-312026-01-21
JPM JPMORGAN CHASE & CO.27.1K shares1.05%2025-12-312026-01-21
BUFR FIRST TR EXCHNG TRADED FD VI244.5K shares4.00%2025-12-312026-01-21
SPYI NEOS ETF TRUST154.5K shares53.75%2025-12-312026-01-21
JAAA JANUS DETROIT STR TR156.8K shares12.21%2025-12-312026-01-21
IJH ISHARES TR118.0K shares0.97%2025-12-312026-01-21
IVW ISHARES TR62.2K shares-1.18%2025-12-312026-01-21
VTI VANGUARD INDEX FDS22.0K shares-0.26%2025-12-312026-01-21
DFAU DIMENSIONAL ETF TRUST155.7K shares-4.79%2025-12-312026-01-21
JNJ JOHNSON & JOHNSON35.2K shares0.80%2025-12-312026-01-21
ALPHABET INC ALPHABET INC22.1K shares-1.87%2025-12-312026-01-21
IEFA ISHARES TR76.3K shares1.27%2025-12-312026-01-21
CSHI NEOS ETF TRUST135.2K sharesnew addition2025-12-312026-01-21
XLU SELECT SECTOR SPDR TR157.2K shares574.03%2025-12-312026-01-21
USFR WISDOMTREE TR123.4K shares3.08%2025-12-312026-01-21
IBM INTERNATIONAL BUSINESS MACHS20.7K shares3.59%2025-12-312026-01-21
V VISA INC17.3K shares0.70%2025-12-312026-01-21
WMT WALMART INC54.0K shares2.35%2025-12-312026-01-21
DCOR DIMENSIONAL ETF TRUST81.1K shares-1.40%2025-12-312026-01-21
DGRW WISDOMTREE TR66.3K shares12.15%2025-12-312026-01-21
XOM EXXON MOBIL CORP48.8K shares1.11%2025-12-312026-01-21
BALT INNOVATOR ETFS TRUST173.2K shares4.79%2025-12-312026-01-21
LOW LOWES COS INC23.5K shares-0.55%2025-12-312026-01-21
MINT PIMCO ETF TR55.5K shares166.27%2025-12-312026-01-21
BAC BANK AMERICA CORP101.2K shares-1.64%2025-12-312026-01-21
XLP SELECT SECTOR SPDR TR70.8K shares6.24%2025-12-312026-01-21
NOBL PROSHARES TR52.3K shares-1.90%2025-12-312026-01-21
PG PROCTER AND GAMBLE CO37.3K shares2.55%2025-12-312026-01-21
AMD ADVANCED MICRO DEVICES INC24.2K shares-1.38%2025-12-312026-01-21
PFE PFIZER INC207.0K shares0.63%2025-12-312026-01-21
VYM VANGUARD WHITEHALL FDS35.2K shares3.39%2025-12-312026-01-21
JHML JOHN HANCOCK EXCHANGE TRADED63.0K shares1.15%2025-12-312026-01-21
MOAT VANECK ETF TRUST48.5K shares-0.29%2025-12-312026-01-21
FNGS BANK MONTREAL MEDIUM70.5K shares2.56%2025-12-312026-01-21
RDVI FIRST TR EXCHANGE-TRADED FD182.3K shares2.54%2025-12-312026-01-21
GOVT ISHARES TR205.3K shares8.46%2025-12-312026-01-21
TFC TRUIST FINL CORP95.6K shares3.95%2025-12-312026-01-21
PAUG INNOVATOR ETFS TRUST102.7K shares-0.98%2025-12-312026-01-21
JEPQ J P MORGAN EXCHANGE TRADED F73.4K shares0.16%2025-12-312026-01-21
TSLA TESLA INC9.5K shares0.51%2025-12-312026-01-21
PLTR PALANTIR TECHNOLOGIES INC23.8K shares-1.58%2025-12-312026-01-21
DUHP DIMENSIONAL ETF TRUST111.0K shares5.26%2025-12-312026-01-21
HEFA ISHARES TR101.9K sharesnew addition2025-12-312026-01-21
UPS UNITED PARCEL SERVICE INC42.3K shares7.88%2025-12-312026-01-21
SPYM SPDR SERIES TRUST52.1K shares4.92%2025-12-312026-01-21
HD HOME DEPOT INC12.1K shares1.75%2025-12-312026-01-21
IHI ISHARES TR65.4K shares2.80%2025-12-312026-01-21
TCAF T ROWE PRICE ETF INC104.7K shares14.37%2025-12-312026-01-21
ABT ABBOTT LABS30.7K shares-0.45%2025-12-312026-01-21
SCHD SCHWAB STRATEGIC TR138.5K shares21.55%2025-12-312026-01-21
SGOV ISHARES TR37.5K sharesnew addition2025-12-312026-01-21
CVX CHEVRON CORP NEW24.5K shares3.59%2025-12-312026-01-21
SDVY FIRST TR EXCHANGE-TRADED FD95.2K shares2.93%2025-12-312026-01-21
RY ROYAL BK CDA21.4K shares-0.26%2025-12-312026-01-21
PDI PIMCO DYNAMIC INCOME FD205.3K shares11.92%2025-12-312026-01-21
SPHD INVESCO EXCH TRADED FD TR II75.7K shares1.34%2025-12-312026-01-21
USMC PRINCIPAL EXCHANGE TRADED FD53.0K shares5.17%2025-12-312026-01-21
ONEQ FIDELITY COMWLTH TR39.3K shares4.37%2025-12-312026-01-21
XLV SELECT SECTOR SPDR TR23.1K shares9.10%2025-12-312026-01-21
D DOMINION ENERGY INC58.6K shares0.02%2025-12-312026-01-21
AMGN AMGEN INC10.4K shares1.14%2025-12-312026-01-21
SPMD SPDR SERIES TRUST57.4K shares-1.55%2025-12-312026-01-21
VPU VANGUARD WORLD FD17.7K shares4.00%2025-12-312026-01-21
SKYY FIRST TR EXCHANGE TRADED FD25.0K shares-2.36%2025-12-312026-01-21
VZ VERIZON COMMUNICATIONS INC79.8K shares4.34%2025-12-312026-01-21
JSI JANUS DETROIT STR TR61.9K shares25.41%2025-12-312026-01-21
UNH UNITEDHEALTH GROUP INC9.6K shares0.41%2025-12-312026-01-21
PM PHILIP MORRIS INTL INC19.7K shares1.11%2025-12-312026-01-21
CAT CATERPILLAR INC5.5K shares-1.30%2025-12-312026-01-21
ENB ENBRIDGE INC65.2K shares5.23%2025-12-312026-01-21
XLK SELECT SECTOR SPDR TR21.2K shares100.30%2025-12-312026-01-21
JXN JACKSON FINANCIAL INC28.2K shares-1.03%2025-12-312026-01-21
SCHW SCHWAB CHARLES CORP29.7K shares-1.39%2025-12-312026-01-21
HELO J P MORGAN EXCHANGE TRADED F44.4K shares107.95%2025-12-312026-01-21
IEMG ISHARES INC43.6K shares3.26%2025-12-312026-01-21
O REALTY INCOME CORP51.0K shares5.61%2025-12-312026-01-21
DFAI DIMENSIONAL ETF TRUST74.8K shares-19.78%2025-12-312026-01-21
MO ALTRIA GROUP INC48.6K shares4.60%2025-12-312026-01-21
QDPL PACER FDS TR65.8K shares33.42%2025-12-312026-01-21
GE AEROSPACE GE AEROSPACE9.0K shares2.68%2025-12-312026-01-21
USMV ISHARES TR29.5K shares-4.58%2025-12-312026-01-21
LMT LOCKHEED MARTIN CORP5.7K shares-0.65%2025-12-312026-01-21
FTHI FIRST TR EXCHANGE TRADED FD115.4K shares3.23%2025-12-312026-01-21
MTUM ISHARES TR10.8K shares-0.37%2025-12-312026-01-21
KO COCA COLA CO38.7K shares-0.67%2025-12-312026-01-21
PEP PEPSICO INC18.5K shares1.95%2025-12-312026-01-21
GS GOLDMAN SACHS GROUP INC3.0K shares-0.59%2025-12-312026-01-21
PIEQ PRINCIPAL EXCHANGE TRADED FD80.4K shares23.95%2025-12-312026-01-21
MDIV FIRST TR EXCHANGE TRADED FD168.5K shares-7.12%2025-12-312026-01-21
COWZ PACER FDS TR44.0K shares0.40%2025-12-312026-01-21
PTLC PACER FDS TR47.5K shares2.51%2025-12-312026-01-21
MS MORGAN STANLEY14.6K shares-3.83%2025-12-312026-01-21
PYPL PAYPAL HLDGS INC44.2K shares-0.12%2025-12-312026-01-21
IMTM ISHARES TR53.5K shares26.40%2025-12-312026-01-21
VIG VANGUARD SPECIALIZED FUNDS11.6K shares1.43%2025-12-312026-01-21
IEI ISHARES TR21.0K shares-10.48%2025-12-312026-01-21
CSCO CISCO SYS INC32.4K shares-0.13%2025-12-312026-01-21
DFUV DIMENSIONAL ETF TRUST53.3K shares86.52%2025-12-312026-01-21
CIBR FIRST TR EXCHANGE TRADED FD34.5K shares8.82%2025-12-312026-01-21
COST COSTCO WHSL CORP NEW2.8K shares-4.03%2025-12-312026-01-21
SCHG SCHWAB STRATEGIC TR73.9K shares3.75%2025-12-312026-01-21
MCD MCDONALDS CORP7.9K shares1.91%2025-12-312026-01-21
ESGU ISHARES TR15.9K shares-4.51%2025-12-312026-01-21
PDP INVESCO EXCHANGE TRADED FD T20.1K shares-0.45%2025-12-312026-01-21
FPE FIRST TR EXCH TRADED FD III128.1K shares2.35%2025-12-312026-01-21
KNG FIRST TR EXCHANGE-TRADED FD47.4K shares-18.47%2025-12-312026-01-21
MDY SPDR S&P MIDCAP 400 ETF TR3.8K shares-3.34%2025-12-312026-01-21
NLR VANECK ETF TRUST18.2K shares5.33%2025-12-312026-01-21
ESML ISHARES TR49.0K shares-2.53%2025-12-312026-01-21
VXUS VANGUARD STAR FDS29.7K shares-0.23%2025-12-312026-01-21
MA MASTERCARD INCORPORATED3.9K shares4.14%2025-12-312026-01-21
AMAT APPLIED MATLS INC8.4K shares-0.05%2025-12-312026-01-21
IUSG ISHARES TR12.8K shares-47.01%2025-12-312026-01-21
HON HONEYWELL INTL INC11.0K shares4.48%2025-12-312026-01-21
FTCS FIRST TR EXCHANGE-TRADED FD22.7K shares5.73%2025-12-312026-01-21
NFLX NETFLIX INC21.2K shares987.76%2025-12-312026-01-21
BP BP PLC56.5K shares1.91%2025-12-312026-01-21
FDUS FIDUS INVT CORP100.2K shares8.79%2025-12-312026-01-21
IUSB ISHARES TR41.5K shares26.58%2025-12-312026-01-21
RDVY FIRST TR EXCHANGE TRADED FD27.2K shares9.56%2025-12-312026-01-21
TDVG T ROWE PRICE ETF INC41.9K shares17.87%2025-12-312026-01-21
SO SOUTHERN CO21.5K shares0.39%2025-12-312026-01-21
BMY BRISTOL-MYERS SQUIBB CO34.3K shares110.59%2025-12-312026-01-21
SYFI AB ACTIVE ETFS INC51.2K shares-1.67%2025-12-312026-01-21
T AT&T INC72.8K shares0.56%2025-12-312026-01-21
QCOM QUALCOMM INC10.5K shares-5.54%2025-12-312026-01-21
FTQI FIRST TR EXCHANGE TRADED FD85.8K shares5.15%2025-12-312026-01-21
UWM PROSHARES TR38.0K shares-0.38%2025-12-312026-01-21
VEU VANGUARD INTL EQUITY INDEX F24.0K shares-2.17%2025-12-312026-01-21
CRWD CROWDSTRIKE HLDGS INC3.7K shares3.44%2025-12-312026-01-21
AVUS AMERICAN CENTY ETF TR15.4K shares-14.88%2025-12-312026-01-21
MISL FIRST TR EXCHANGE-TRADED FD40.2K shares2.15%2025-12-312026-01-21
SCHE SCHWAB STRATEGIC TR52.5K shares10.91%2025-12-312026-01-21
CGGR CAPITAL GROUP GROWTH ETF38.6K shares57.50%2025-12-312026-01-21
NEE NEXTERA ENERGY INC20.8K shares3.92%2025-12-312026-01-21
RTX RTX CORPORATION9.1K shares6.10%2025-12-312026-01-21
IDVO AMPLIFY ETF TR43.5K shares-5.70%2025-12-312026-01-21
GEV GE VERNOVA INC2.5K shares16.30%2025-12-312026-01-21
FUTY FIDELITY COVINGTON TRUST30.1K shares4.72%2025-12-312026-01-21
EPD ENTERPRISE PRODS PARTNERS L51.7K shares3.84%2025-12-312026-01-21
POWA INVESCO EXCH TRD SLF IDX FD18.1K shares-1.77%2025-12-312026-01-21
WFC WELLS FARGO CO NEW17.1K shares4.24%2025-12-312026-01-21
DOGG FIRST TR EXCHANGE-TRADED FD75.4K shares10.91%2025-12-312026-01-21
ACWI ISHARES TR11.1K shares-0.81%2025-12-312026-01-21
DIS DISNEY WALT CO13.6K shares11.36%2025-12-312026-01-21
ROBT FIRST TR EXCHANGE TRADED FD29.5K shares87.40%2025-12-312026-01-21
CII BLACKROCK ENHANCED LARGE CAP65.1K shares2.16%2025-12-312026-01-21
LNC LINCOLN NATL CORP IND34.1K shares-1.65%2025-12-312026-01-21
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-21
FVD FIRST TR EXCHANGE-TRADED FD32.6K shares11.72%2025-12-312026-01-21
DIA SPDR DOW JONES INDL AVERAGE3.1K shares-3.10%2025-12-312026-01-21
KLAC KLA CORP1.2K shares0.58%2025-12-312026-01-21
MSCI MSCI INC2.6K shares3.30%2025-12-312026-01-21
BA BOEING CO6.7K shares3.42%2025-12-312026-01-21
BIT BLACKROCK MULTI SECTOR INC T111.9K shares49.79%2025-12-312026-01-21
IEF ISHARES TR15.1K shares-0.66%2025-12-312026-01-21
MMM 3M CO9.1K shares-13.46%2025-12-312026-01-21
ORCL ORACLE CORP7.3K shares3.06%2025-12-312026-01-21
PY PRINCIPAL EXCHANGE TRADED FD27.2K shares0.04%2025-12-312026-01-21
AZO AUTOZONE INC415 shares0.00%2025-12-312026-01-21
FMB FIRST TR EXCH TRADED FD III27.1K shares0.60%2025-12-312026-01-21
AUGZ ELEVATION SERIES TRUST32.2K shares-0.03%2025-12-312026-01-21
ADM ARCHER DANIELS MIDLAND CO23.6K shares2.84%2025-12-312026-01-21
PSC PRINCIPAL EXCHANGE TRADED FD23.4K shares19.18%2025-12-312026-01-21
BSTP INNOVATOR ETFS TRUST36.3K shares1.48%2025-12-312026-01-21
VRTX VERTEX PHARMACEUTICALS INC3.0K shares-5.91%2025-12-312026-01-21
NUE NUCOR CORP8.2K shares-0.46%2025-12-312026-01-21
DG DOLLAR GEN CORP NEW10.0K shares-6.40%2025-12-312026-01-21
VRP INVESCO EXCH TRADED FD TR II54.7K shares11.02%2025-12-312026-01-21
XAR SPDR SERIES TRUST5.5K shares1.52%2025-12-312026-01-21
KMI KINDER MORGAN INC DEL48.1K shares9.00%2025-12-312026-01-21
SPIB SPDR SERIES TRUST38.8K shares52.02%2025-12-312026-01-21
COWG PACER FDS TR36.5K shares3.98%2025-12-312026-01-21
GPIQ GOLDMAN SACHS ETF TR24.1K shares191.82%2025-12-312026-01-21
DFAE DIMENSIONAL ETF TRUST39.1K shares-15.63%2025-12-312026-01-21
PREF PRINCIPAL EXCHANGE TRADED FD66.1K shares14.42%2025-12-312026-01-21
WSO WATSCO INC3.7K shares0.00%2025-12-312026-01-21
IWMI NEOS ETF TRUST25.8K shares-0.29%2025-12-312026-01-21
PPA INVESCO EXCHANGE TRADED FD T8.0K shares-0.12%2025-12-312026-01-21
TJX TJX COS INC NEW8.2K shares-0.29%2025-12-312026-01-21
TGT TARGET CORP12.7K shares1.51%2025-12-312026-01-21
OHI OMEGA HEALTHCARE INVS INC28.0K shares-0.11%2025-12-312026-01-21
ODDS PACER FDS TR42.4K shares2.91%2025-12-312026-01-21
KOCT INNOVATOR ETFS TRUST36.4K shares1.38%2025-12-312026-01-21
SPYV SPDR SERIES TRUST21.5K shares-0.57%2025-12-312026-01-21
TSM TAIWAN SEMICONDUCTOR MFG LTD3.9K shares-0.98%2025-12-312026-01-21
IWF ISHARES TR2.5K shares11.48%2025-12-312026-01-21
ADBE ADOBE INC3.4K shares33.20%2025-12-312026-01-21
APP APPLOVIN CORP1.8K shares2.20%2025-12-312026-01-21
CHKP CHECK POINT SOFTWARE TECH LT6.3K shares-1.28%2025-12-312026-01-21
SYK STRYKER CORPORATION3.3K shares-0.03%2025-12-312026-01-21
PANW PALO ALTO NETWORKS INC6.3K shares2.54%2025-12-312026-01-21
CGUS CAPITAL GROUP CORE EQUITY ET28.4K shares22.78%2025-12-312026-01-21
FTSL FIRST TR EXCHANGE-TRADED FD24.8K shares1.58%2025-12-312026-01-21
AVES AMERICAN CENTY ETF TR19.4K shares1.63%2025-12-312026-01-21
MELI MERCADOLIBRE INC561 shares0.00%2025-12-312026-01-21
HACK AMPLIFY ETF TR14.0K shares-80.31%2025-12-312026-01-21
INTC INTEL CORP30.5K shares13.51%2025-12-312026-01-21
YLD PRINCIPAL EXCHANGE TRADED FD59.0K shares38.83%2025-12-312026-01-21
SOXX ISHARES TR3.7K shares-3.81%2025-12-312026-01-21
SCHV SCHWAB STRATEGIC TR37.4K shares17.49%2025-12-312026-01-21
MET METLIFE INC14.0K shares-15.06%2025-12-312026-01-21
AXP AMERICAN EXPRESS CO3.0K shares133.23%2025-12-312026-01-21
XLRE SELECT SECTOR SPDR TR26.9K shares21.38%2025-12-312026-01-21
SUB ISHARES TR10.1K shares1350.00%2025-12-312026-01-21
CVS CVS HEALTH CORP13.5K shares-24.88%2025-12-312026-01-21
FLHY FRANKLIN TEMPLETON ETF TR43.9K shares13.61%2025-12-312026-01-21
PCMM BONDBLOXX ETF TRUST21.1K shares47.56%2025-12-312026-01-21
IYW ISHARES TR5.3K shares3.83%2025-12-312026-01-21
MEDTRONIC PLC MEDTRONIC PLC10.8K shares-6.23%2025-12-312026-01-21
SHOP SHOPIFY INC6.4K shares-2.96%2025-12-312026-01-21
SDVD FIRST TR EXCH TRADED FD III47.4K shares9.71%2025-12-312026-01-21
FITB FIFTH THIRD BANCORP21.7K shares-4.34%2025-12-312026-01-21
MGK VANGUARD WORLD FD2.5K shares-2.54%2025-12-312026-01-21
ITA ISHARES TR4.7K shares6.43%2025-12-312026-01-21
VEA VANGUARD TAX-MANAGED FDS15.9K shares-11.18%2025-12-312026-01-21
DE DEERE & CO2.1K shares7.19%2025-12-312026-01-21
XLF SELECT SECTOR SPDR TR17.8K shares0.34%2025-12-312026-01-21
MBB ISHARES TR10.2K shares21.25%2025-12-312026-01-21
CLX CLOROX CO DEL9.6K shares178.69%2025-12-312026-01-21
VGT VANGUARD WORLD FD1.3K shares-0.31%2025-12-312026-01-21
TDVI FIRST TR EXCHANGE-TRADED FD34.7K shares10.15%2025-12-312026-01-21
XLE SELECT SECTOR SPDR TR21.3K shares99.85%2025-12-312026-01-21
PTBD PACER FDS TR49.1K shares7.52%2025-12-312026-01-21
LTTI FIRST TR EXCHANGE-TRADED FD49.0K shares54.48%2025-12-312026-01-21
PTEU PACER FDS TR30.4K shares2.82%2025-12-312026-01-21
UBER UBER TECHNOLOGIES INC11.4K shares22.51%2025-12-312026-01-21
CDNS CADENCE DESIGN SYSTEM INC2.9K shares-1.70%2025-12-312026-01-21
VB VANGUARD INDEX FDS3.6K shares71.36%2025-12-312026-01-21
FIW FIRST TR EXCHANGE-TRADED FD8.4K shares56.67%2025-12-312026-01-21
NKE NIKE INC14.3K shares9.04%2025-12-312026-01-21
UNP UNION PAC CORP3.8K shares2.03%2025-12-312026-01-21
COF CAPITAL ONE FINL CORP3.6K shares-1.77%2025-12-312026-01-21
DIHP DIMENSIONAL ETF TRUST27.5K shares90.03%2025-12-312026-01-21
SCHF SCHWAB STRATEGIC TR36.2K shares-10.14%2025-12-312026-01-21
TROW PRICE T ROWE GROUP INC8.5K shares-4.90%2025-12-312026-01-21
LCR MANAGED PORTFOLIO SERIES22.7K shares-11.79%2025-12-312026-01-21
VXF VANGUARD INDEX FDS4.1K shares0.05%2025-12-312026-01-21
LQTI FIRST TR EXCHANGE-TRADED FD41.9K shares71.25%2025-12-312026-01-21
HYTI FIRST TR EXCHANGE-TRADED FD42.5K shares83.43%2025-12-312026-01-21
DFIV DIMENSIONAL ETF TRUST16.8K shares0.00%2025-12-312026-01-21
EFV ISHARES TR11.6K shares19.52%2025-12-312026-01-21
IBIT ISHARES BITCOIN TRUST ETF16.5K shares18.82%2025-12-312026-01-21
BOXX EA SERIES TRUST7.1K shares12.74%2025-12-312026-01-21
FDL FIRST TR EXCHANGE-TRADED FD18.3K shares-1.98%2025-12-312026-01-21
NOC NORTHROP GRUMMAN CORP1.4K shares-2.20%2025-12-312026-01-21
DFAS DIMENSIONAL ETF TRUST11.6K shares24.35%2025-12-312026-01-21
ALB ALBEMARLE CORP5.7K shares-8.60%2025-12-312026-01-21
FMHI FIRST TR EXCH TRADED FD III16.8K shares0.63%2025-12-312026-01-21
IRM IRON MTN INC DEL9.6K shares-0.46%2025-12-312026-01-21
SBUX STARBUCKS CORP9.5K shares4.38%2025-12-312026-01-21
CRM SALESFORCE INC3.0K shares21.96%2025-12-312026-01-21
CGDV CAPITAL GROUP DIVIDEND VALUE18.0K shares37.50%2025-12-312026-01-21
GILD GILEAD SCIENCES INC6.4K shares-7.02%2025-12-312026-01-21
AVUV AMERICAN CENTY ETF TR7.7K shares3.43%2025-12-312026-01-21
EMR EMERSON ELEC CO5.8K shares-0.97%2025-12-312026-01-21
FV FIRST TR EXCHANGE TRADED FD12.3K shares-2.80%2025-12-312026-01-21
CAH CARDINAL HEALTH INC3.8K shares0.03%2025-12-312026-01-21
XLI SELECT SECTOR SPDR TR4.9K shares0.24%2025-12-312026-01-21
SCI SERVICE CORP INTL9.7K shares5.12%2025-12-312026-01-21
CGBL CAPITAL GROUP CORE BALANCED21.0K shares63.72%2025-12-312026-01-21
PSTG PURE STORAGE INC11.1K shares44.29%2025-12-312026-01-21
DOW DOW INC31.4K shares-5.08%2025-12-312026-01-21
PGR PROGRESSIVE CORP3.2K shares-1.26%2025-12-312026-01-21
CAG CONAGRA BRANDS INC42.0K sharesnew addition2025-12-312026-01-21
NSC NORFOLK SOUTHN CORP2.5K shares-3.56%2025-12-312026-01-21
DECK DECKERS OUTDOOR CORP6.9K shares9.46%2025-12-312026-01-21
USIG ISHARES TR13.7K shares9.28%2025-12-312026-01-21
FDN FIRST TR EXCHANGE-TRADED FD2.6K shares-3.85%2025-12-312026-01-21
VGM INVESCO TR INVT GRADE MUNS66.4K shares5.33%2025-12-312026-01-21
VBK VANGUARD INDEX FDS2.3K shares23.70%2025-12-312026-01-21
FLOT ISHARES TR13.4K shares-5.87%2025-12-312026-01-21
IWD ISHARES TR3.2K shares3.53%2025-12-312026-01-21
PGHY INVESCO EXCH TRADED FD TR II34.0K shares0.17%2025-12-312026-01-21
INTU INTUIT1.0K shares10.64%2025-12-312026-01-21
QTUM ETF SER SOLUTIONS6.1K shares-5.17%2025-12-312026-01-21
SHY ISHARES TR8.0K shares-2.05%2025-12-312026-01-21
SCHP SCHWAB STRATEGIC TR25.0K shares24.13%2025-12-312026-01-21
ASML ASML HOLDING N V617 shares-0.32%2025-12-312026-01-21
COP CONOCOPHILLIPS7.0K shares-48.49%2025-12-312026-01-21
PKW INVESCO EXCHANGE TRADED FD T4.9K shares0.91%2025-12-312026-01-21
TQQQ PROSHARES TR12.4K shares93.57%2025-12-312026-01-21
MU MICRON TECHNOLOGY INC2.3K shares-32.49%2025-12-312026-01-21
CSX CSX CORP17.9K shares0.86%2025-12-312026-01-21
FTNT FORTINET INC8.1K shares18.45%2025-12-312026-01-21
PFF ISHARES TR20.8K shares24.81%2025-12-312026-01-21
FIXD FIRST TR EXCHNG TRADED FD VI14.3K shares11.99%2025-12-312026-01-21
MAR MARRIOTT INTL INC NEW2.0K shares-0.05%2025-12-312026-01-21
CRSP CRISPR THERAPEUTICS AG11.9K shares-26.42%2025-12-312026-01-21
LINDE PLC LINDE PLC1.5K shares-2.60%2025-12-312026-01-21
PSET PRINCIPAL EXCHANGE TRADED FD8.2K shares29.08%2025-12-312026-01-21
FICO FAIR ISAAC CORP367 shares1.94%2025-12-312026-01-21
FGD FIRST TR EXCHANGE TRADED FD20.5K shares-4.21%2025-12-312026-01-21
TBJL INNOVATOR ETFS TRUST31.1K shares8.80%2025-12-312026-01-21
CHD CHURCH & DWIGHT CO INC7.3K shares2.59%2025-12-312026-01-21
PNC PNC FINL SVCS GROUP INC2.9K shares18.74%2025-12-312026-01-21
BEN FRANKLIN RESOURCES INC25.4K shares13.76%2025-12-312026-01-21
KMB KIMBERLY-CLARK CORP5.9K shares49.62%2025-12-312026-01-21
NVO NOVO-NORDISK A S11.7K shares7.70%2025-12-312026-01-21
GRID FIRST TR EXCHANGE TRADED FD3.9K shares7.63%2025-12-312026-01-21
GSLC GOLDMAN SACHS ETF TR4.5K shares-76.40%2025-12-312026-01-21
FAB FIRST TR EXCHANGE-TRADED ALP6.6K shares-2.77%2025-12-312026-01-21
VHT VANGUARD WORLD FD2.0K shares6.91%2025-12-312026-01-21
DFIS DIMENSIONAL ETF TRUST17.6K shares85.37%2025-12-312026-01-21
VWO VANGUARD INTL EQUITY INDEX F10.8K shares-8.44%2025-12-312026-01-21
PAYX PAYCHEX INC5.2K shares49.25%2025-12-312026-01-21
MGV VANGUARD WORLD FD4.1K shares0.07%2025-12-312026-01-21
QLD PROSHARES TR8.2K shares102.35%2025-12-312026-01-21
FNDA SCHWAB STRATEGIC TR18.2K shares0.39%2025-12-312026-01-21
CGCP CAPITAL GRP FIXED INCM ETF T25.3K shares97.73%2025-12-312026-01-21
SHW SHERWIN WILLIAMS CO1.8K shares-1.57%2025-12-312026-01-21
WPC WP CAREY INC8.8K shares2.23%2025-12-312026-01-21
UTHR UNITED THERAPEUTICS CORP DEL1.2K shares-0.60%2025-12-312026-01-21
MDLZ MONDELEZ INTL INC10.5K shares-38.69%2025-12-312026-01-21
CGXU CAPITAL GROUP INTL FOCUS EQT19.0K shares136.67%2025-12-312026-01-21
UTF COHEN & STEERS INFRASTRUCTUR23.3K shares0.11%2025-12-312026-01-21
WM WASTE MGMT INC DEL2.5K shares5.72%2025-12-312026-01-21
BKLC BNY MELLON ETF TRUST4.2K shares16.65%2025-12-312026-01-21
FDX FEDEX CORP1.9K shares10.55%2025-12-312026-01-21
TMO THERMO FISHER SCIENTIFIC INC941 shares-2.49%2025-12-312026-01-21
FUMB FIRST TR EXCH TRADED FD III27.1K shares-3.75%2025-12-312026-01-21
NXTG FIRST TR EXCHANGE-TRADED FD5.0K shares0.00%2025-12-312026-01-21
ITOT ISHARES TR3.6K shares0.03%2025-12-312026-01-21
BABA ALIBABA GROUP HLDG LTD3.7K shares-2.40%2025-12-312026-01-21
EDIV SPDR INDEX SHS FDS13.7K shares26.93%2025-12-312026-01-21
MOTG VANECK ETF TRUST13.7K shares-6.09%2025-12-312026-01-21
AGG ISHARES TR5.3K shares18.94%2025-12-312026-01-21
LMBS FIRST TR EXCHANGE-TRADED FD10.6K shares214.54%2025-12-312026-01-21
BGLD FIRST TR EXCHANGE-TRADED FD30.6K sharesnew addition2025-12-312026-01-21
AFL AFLAC INC4.7K shares12.24%2025-12-312026-01-21
TXN TEXAS INSTRS INC3.0K shares-10.72%2025-12-312026-01-21
LKQ LKQ CORP16.9K sharesnew addition2025-12-312026-01-21
BBUS J P MORGAN EXCHANGE TRADED F4.1K shares9.57%2025-12-312026-01-21
BKNG BOOKING HOLDINGS INC95 shares18.75%2025-12-312026-01-21
ADP AUTOMATIC DATA PROCESSING IN2.0K shares4.78%2025-12-312026-01-21
SPBU AIM ETF PRODUCTS TRUST17.9K sharesnew addition2025-12-312026-01-21
BOTZ GLOBAL X FDS13.8K shares-2.24%2025-12-312026-01-21
DOC HEALTHPEAK PROPERTIES INC30.8K shares0.01%2025-12-312026-01-21
VBR VANGUARD INDEX FDS2.3K shares0.61%2025-12-312026-01-21
DMAY FIRST TR EXCHNG TRADED FD VI10.7K shares-0.44%2025-12-312026-01-21
PQDI PRINCIPAL EXCHANGE TRADED FD24.7K shares0.00%2025-12-312026-01-21
INCY INCYTE CORP4.8K shares-0.61%2025-12-312026-01-21
SHEN SHENANDOAH TELECOMMUNICATION41.0K shares24.24%2025-12-312026-01-21
TMSL T ROWE PRICE ETF INC13.1K shares12.21%2025-12-312026-01-21
SLYG SPDR SERIES TRUST5.0K shares25.85%2025-12-312026-01-21
FNDB SCHWAB STRATEGIC TR17.6K shares0.17%2025-12-312026-01-21
SLV ISHARES SILVER TR7.2K shares21.83%2025-12-312026-01-21
TWLO TWILIO INC3.2K shares-0.77%2025-12-312026-01-21
GBTC GRAYSCALE BITCOIN TRUST ETF6.7K shares14.65%2025-12-312026-01-21
PSX PHILLIPS 663.5K shares-2.65%2025-12-312026-01-21
AEP AMERICAN ELEC PWR CO INC3.9K shares3.74%2025-12-312026-01-21
LYB LYONDELLBASELL INDUSTRIES N10.4K shares11.49%2025-12-312026-01-21
BSCV INVESCO EXCH TRD SLF IDX FD27.0K sharesnew addition2025-12-312026-01-21
TCHP T ROWE PRICE ETF INC9.0K shares97.90%2025-12-312026-01-21
NOW SERVICENOW INC2.9K shares407.77%2025-12-312026-01-21
FCX FREEPORT-MCMORAN INC8.8K shares12.73%2025-12-312026-01-21
PJP INVESCO EXCHANGE TRADED FD T4.3K shares0.24%2025-12-312026-01-21
NVS NOVARTIS AG3.2K shares-1.10%2025-12-312026-01-21
AIRR FIRST TR EXCHANGE TRADED FD4.5K shares124.14%2025-12-312026-01-21
MKC MCCORMICK & CO INC6.5K shares3.22%2025-12-312026-01-21
AIPO TIDAL TRUST II20.0K sharesnew addition2025-12-312026-01-21
UNILEVER PLC UNILEVER PLC6.7K sharesnew addition2025-12-312026-01-21
DEHP DIMENSIONAL ETF TRUST13.7K shares74.75%2025-12-312026-01-21
SHEL SHELL PLC6.0K shares0.20%2025-12-312026-01-21
ALPS ETF TR ALPS ETF TR9.4K shares9.19%2025-12-312026-01-21
CMI CUMMINS INC852 shares1.91%2025-12-312026-01-21
DHR DANAHER CORPORATION1.9K shares-24.56%2025-12-312026-01-21
MAIN MAIN STR CAP CORP7.2K shares1.00%2025-12-312026-01-21
FDV FEDERATED HERMES ETF TRUST15.1K sharesnew addition2025-12-312026-01-21
DDM PROSHARES TR7.5K shares100.27%2025-12-312026-01-21
USB US BANCORP DEL8.0K sharesnew addition2025-12-312026-01-21
RSG REPUBLIC SVCS INC2.0K shares3.31%2025-12-312026-01-21
MTD METTLER TOLEDO INTERNATIONAL300 shares0.00%2025-12-312026-01-21
ISRG INTUITIVE SURGICAL INC729 shares5.35%2025-12-312026-01-21
VEEV VEEVA SYS INC1.8K shares13.93%2025-12-312026-01-21
DLTR DOLLAR TREE INC3.3K shares-1.93%2025-12-312026-01-21
DJUL FIRST TR EXCHNG TRADED FD VI8.5K shares20.68%2025-12-312026-01-21
XSHD INVESCO EXCH TRADED FD TR II31.6K shares0.00%2025-12-312026-01-21
SNPS SYNOPSYS INC844 shares0.96%2025-12-312026-01-21
FSMB FIRST TR EXCH TRADED FD III19.7K shares3.20%2025-12-312026-01-21
IVE ISHARES TR1.9K shares-5.04%2025-12-312026-01-21
QQQM INVESCO EXCH TRADED FD TR II1.6K shares-23.91%2025-12-312026-01-21
EPI WISDOMTREE TR8.5K shares0.00%2025-12-312026-01-21
GDX VANECK ETF TRUST4.6K shares0.00%2025-12-312026-01-21
NEM NEWMONT CORP3.9K shares-2.40%2025-12-312026-01-21
OMF ONEMAIN HLDGS INC5.8K shares-0.45%2025-12-312026-01-21
CMCSA COMCAST CORP NEW12.9K shares-18.50%2025-12-312026-01-21
AXON AXON ENTERPRISE INC669 shares-1.47%2025-12-312026-01-21
VCSH VANGUARD SCOTTSDALE FDS4.8K shares16.28%2025-12-312026-01-21
GLDM WORLD GOLD TR4.4K shares-5.67%2025-12-312026-01-21
NWBI NORTHWEST BANCSHARES INC MD31.4K shares0.37%2025-12-312026-01-21
TBIL RBB FD INC7.5K sharesnew addition2025-12-312026-01-21
SPYG SPDR SERIES TRUST3.5K shares-6.45%2025-12-312026-01-21
KWEB KRANESHARES TRUST10.8K shares-6.62%2025-12-312026-01-21
DWLD DAVIS FUNDAMENTAL ETF TR7.8K shares76.54%2025-12-312026-01-21
HYLS FIRST TR EXCHANGE-TRADED FD8.7K shares39.69%2025-12-312026-01-21
EBAY EBAY INC.4.2K shares0.00%2025-12-312026-01-21
SYY SYSCO CORP5.0K shares0.22%2025-12-312026-01-21
PRU PRUDENTIAL FINL INC3.2K shares-1.32%2025-12-312026-01-21
BWXT BWX TECHNOLOGIES INC2.1K shares-12.04%2025-12-312026-01-21
PDEC INNOVATOR ETFS TRUST8.3K shares1.78%2025-12-312026-01-21
MC MOELIS & CO5.2K shares0.10%2025-12-312026-01-21
VWOB VANGUARD WHITEHALL FDS5.3K shares38.28%2025-12-312026-01-21
ZTS ZOETIS INC2.8K shares-6.20%2025-12-312026-01-21
CTVA CORTEVA INC5.3K shares4.26%2025-12-312026-01-21
DNP DNP SELECT INCOME FD INC35.6K shares0.38%2025-12-312026-01-21
VMBS VANGUARD SCOTTSDALE FDS7.5K shares24.20%2025-12-312026-01-21
BN BROOKFIELD CORP7.7K sharesnew addition2025-12-312026-01-21
IYH ISHARES TR5.4K shares-5.04%2025-12-312026-01-21
CGHM CAPITAL GRP FIXED INCM ETF T13.8K sharesnew addition2025-12-312026-01-21
SDY SPDR SERIES TRUST2.5K shares0.08%2025-12-312026-01-21
CGGO CAPITAL GROUP GBL GROWTH EQT10.1K shares67.26%2025-12-312026-01-21
GIS GENERAL MLS INC7.5K shares-5.24%2025-12-312026-01-21
QQQJ INVESCO EXCH TRADED FD TR II9.4K shares1.08%2025-12-312026-01-21
ETY EATON VANCE TAX-MANAGED DIVE22.6K shares-0.55%2025-12-312026-01-21
VONG VANGUARD SCOTTSDALE FDS2.8K shares5.65%2025-12-312026-01-21
LHX L3HARRIS TECHNOLOGIES INC1.2K shares-0.60%2025-12-312026-01-21
AZN ASTRAZENECA PLC3.7K shares8.01%2025-12-312026-01-21
IWL ISHARES TR2.0K shares0.00%2025-12-312026-01-21
VOE VANGUARD INDEX FDS1.9K shares44.53%2025-12-312026-01-21
FNDF SCHWAB STRATEGIC TR7.5K shares0.36%2025-12-312026-01-21
ICE INTERCONTINENTAL EXCHANGE IN2.1K shares3.42%2025-12-312026-01-21
GSK PLC GSK PLC6.9K shares12.25%2025-12-312026-01-21
AMT AMERICAN TOWER CORP NEW1.9K shares-9.71%2025-12-312026-01-21
HQH ABRDN HEALTHCARE INVESTORS17.6K shares0.00%2025-12-312026-01-21
SONY SONY GROUP CORP13.0K shares-0.47%2025-12-312026-01-21
BLOK AMPLIFY ETF TR5.9K shares-2.33%2025-12-312026-01-21
DVY ISHARES TR2.4K shares0.04%2025-12-312026-01-21
SEPZ ELEVATION SERIES TRUST7.8K sharesnew addition2025-12-312026-01-21
KR KROGER CO5.3K shares0.00%2025-12-312026-01-21
GM GENERAL MTRS CO4.0K shares-7.47%2025-12-312026-01-21
SPDW SPDR INDEX SHS FDS7.4K shares13.81%2025-12-312026-01-21
CLF CLEVELAND-CLIFFS INC NEW24.6K shares-1.01%2025-12-312026-01-21
FSIG FIRST TR EXCHANGE-TRADED FD17.0K sharesnew addition2025-12-312026-01-21
UOCT INNOVATOR ETFS TRUST8.3K shares-3.03%2025-12-312026-01-21
FNB F N B CORP19.0K shares-13.63%2025-12-312026-01-21
IP INTERNATIONAL PAPER CO8.2K shares-3.11%2025-12-312026-01-21
DIV GLOBAL X FDS18.7K shares29.04%2025-12-312026-01-21
CGNG CAPITAL GROUP NEW GEOGRAPHY10.1K shares3.60%2025-12-312026-01-21
PEY INVESCO EXCHANGE TRADED FD T15.7K shares-2.88%2025-12-312026-01-21
ALL ALLSTATE CORP1.5K shares-0.39%2025-12-312026-01-21
VONE VANGUARD SCOTTSDALE FDS1.0K shares0.10%2025-12-312026-01-21
DDEC FIRST TR EXCHNG TRADED FD VI7.0K shares181.76%2025-12-312026-01-21
HSY HERSHEY CO1.7K shares0.06%2025-12-312026-01-21
VYMI VANGUARD WHITEHALL FDS3.4K shares21.95%2025-12-312026-01-21
BCE BCE INC12.9K shares-4.64%2025-12-312026-01-21
WELL WELLTOWER INC1.6K shares8.96%2025-12-312026-01-21
SLB SLB LIMITED7.7K shares-0.14%2025-12-312026-01-21
Call Option Holdings
UNH Call CallUNITEDHEALTH GROUP INC200 sharesnew addition2025-12-312026-01-21
Put Option Holdings
No put option holdings data available