The Analysis of Carolina Wealth Advisors, LLC's Holdings


Currently, Carolina Wealth Advisors, LLC holds 272 types of securities in its portfolio with a total value $224.3M. In the most recent quarter, they have increased their positions in MSCI (+2.3K shares, valued at $1.3M), NFLX (+12.5K shares, valued at $1.2M), N/A (+2.3K shares, valued at $393.0K); decreased their positions in EQH (-33.0K shares, valued at $1.6M), CLX (-7.2K shares, valued at $730.5K), N/A (-1.2K shares, valued at $401.2K); initiated new positions in MSCI (+2.3K shares, valued at $1.3M), N/A (+2.3K shares, valued at $393.0K), EXPE (+1.4K shares, valued at $387.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF579.7K shares-1.04%2025-12-312026-01-21history
BKAG BNY MELLON CORE BOND ETF306.6K shares-1.23%2025-12-312026-01-21history
SCHP SCHWAB US TIPS ETF479.8K shares-1.29%2025-12-312026-01-21history
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF79.6K shares3.11%2025-12-312026-01-21history
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF417.6K shares-0.88%2025-12-312026-01-21history
GES GUESS INC COM543.8K shares-1.97%2025-12-312026-01-21history
DELL DELL TECHNOLOGIES INC CL C70.1K shares-1.95%2025-12-312026-01-21history
FAST FASTENAL CO COM193.9K shares-2.23%2025-12-312026-01-21history
Sponsored
DKS DICKS SPORTING GOODS INC COM35.6K shares-2.17%2025-12-312026-01-21history
RES RPC INC COM1.3M shares-1.98%2025-12-312026-01-21history
F FORD MTR CO COM469.0K shares-2.12%2025-12-312026-01-21history
BSCZ INVESCO BULLETSHARES 2035 CORPORATE BOND ETF293.8K shares-1.10%2025-12-312026-01-21history
INFY INFOSYS LTD SPONSORED ADR332.7K shares-1.74%2025-12-312026-01-21history
MOS MOSAIC CO NEW COM238.6K shares-2.02%2025-12-312026-01-21history
NVO NOVO-NORDISK A S ADR112.8K shares-3.53%2025-12-312026-01-21history
VZ VERIZON COMMUNICATIONS INC COM138.8K shares-2.13%2025-12-312026-01-21history
Sponsored
EIG EMPLOYERS HLDGS INC COM129.7K shares-1.96%2025-12-312026-01-21history
DOX AMDOCS LTD SHS68.4K shares-1.94%2025-12-312026-01-21history
CHCO CITY HLDG CO COM44.1K shares-2.14%2025-12-312026-01-21history
TAP MOLSON COORS BEVERAGE CO CL B90.3K shares-4.71%2025-12-312026-01-21history
IPAR INTERPARFUMS INC COM43.9K shares-5.19%2025-12-312026-01-21history
IRDM IRIDIUM COMMUNICATIONS INC COM196.1K shares-4.57%2025-12-312026-01-21history
BLMN BLOOMIN BRANDS INC COM486.3K shares-4.86%2025-12-312026-01-21history
FESM FIDELITY ENHANCED SMALL CAP ETF79.3K shares-0.08%2025-12-312026-01-21history
Sponsored
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF93.1K shares1.86%2025-12-312026-01-21history
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF33.5K shares3.99%2025-12-312026-01-21history
LLY ELI LILLY & CO COM1.7K shares6.92%2025-12-312026-01-21history
CAH CARDINAL HEALTH INC COM9.0K shares2.41%2025-12-312026-01-21history
CENCORA INC COM CENCORA INC COM5.4K shares-17.93%2025-12-312026-01-21history
AAPL APPLE INC COM6.6K shares0.96%2025-12-312026-01-21history
HLT HILTON WORLDWIDE HLDGS INC COM5.8K shares2.28%2025-12-312026-01-21history
ADSK AUTODESK INC COM5.6K shares6.52%2025-12-312026-01-21history
Sponsored
BKNG BOOKING HOLDINGS INC COM297 shares0.68%2025-12-312026-01-21history
MA MASTERCARD INCORPORATED CL A2.5K shares0.75%2025-12-312026-01-21history
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF6.9K shares-4.66%2025-12-312026-01-21history
NU NU HLDGS LTD ORD SHS CL A83.6K shares0.65%2025-12-312026-01-21history
MSCI MSCI INC COM2.3K sharesnew addition2025-12-312026-01-21history
MANH MANHATTAN ASSOCIATES INC COM7.3K shares0.76%2025-12-312026-01-21history
NFLX NETFLIX INC COM12.7K shares7185.63%2025-12-312026-01-21history
OTIS OTIS WORLDWIDE CORP COM13.0K shares0.72%2025-12-312026-01-21history
Sponsored
SCHA SCHWAB U.S. SMALL-CAP ETF38.0K shares-8.53%2025-12-312026-01-21history
MSI MOTOROLA SOLUTIONS INC COM NEW2.8K shares0.83%2025-12-312026-01-21history
VRSK VERISK ANALYTICS INC COM4.7K shares0.82%2025-12-312026-01-21history
SCHX SCHWAB U.S. LARGE-CAP ETF38.3K shares-8.84%2025-12-312026-01-21history
BRBR BELLRING BRANDS INC COMMON STOCK37.9K shares0.59%2025-12-312026-01-21history
LII LENNOX INTL INC COM2.1K shares0.63%2025-12-312026-01-21history
GDDY GODADDY INC CL A8.0K shares0.65%2025-12-312026-01-21history
SCHM SCHWAB U.S. MID-CAP ETF26.9K shares-9.53%2025-12-312026-01-21history
Sponsored
SCHF SCHWAB INTERNATIONAL EQUITY ETF28.9K shares-8.59%2025-12-312026-01-21history
BLV VANGUARD LONG-TERM BOND ETF10.0K shares-6.58%2025-12-312026-01-21history
TPR TAPESTRY INC COM4.0K shares45.28%2025-12-312026-01-21history
MERCK & CO INC COM MERCK & CO INC COM4.8K shares26.38%2025-12-312026-01-21history
MKL MARKEL GROUP INC COM230 shares0.00%2025-12-312026-01-21history
NVDA NVIDIA CORPORATION COM2.6K shares45.44%2025-12-312026-01-21history
PLTR PALANTIR TECHNOLOGIES INC CL A2.7K shares44.74%2025-12-312026-01-21history
CSCO CISCO SYS INC COM5.9K shares36.81%2025-12-312026-01-21history
Sponsored
GILD GILEAD SCIENCES INC COM3.6K shares64.30%2025-12-312026-01-21history
TSLA TESLA INC COM930 shares-9.09%2025-12-312026-01-21history
KO COCA COLA CO COM5.8K shares32.73%2025-12-312026-01-21history
SCHB SCHWAB U.S. BROAD MARKET ETF15.0K shares0.09%2025-12-312026-01-21history
LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW2.3K sharesnew addition2025-12-312026-01-21history
EXPE EXPEDIA GROUP INC COM NEW1.4K sharesnew addition2025-12-312026-01-21history
APP APPLOVIN CORP COM CL A554 sharesnew addition2025-12-312026-01-21history
JNJ JOHNSON & JOHNSON COM1.8K sharesnew addition2025-12-312026-01-21history
Sponsored
MO ALTRIA GROUP INC COM6.2K shares34.23%2025-12-312026-01-21history
PM PHILIP MORRIS INTL INC COM2.2K shares33.27%2025-12-312026-01-21history
AMGN AMGEN INC COM1.1K shares32.11%2025-12-312026-01-21history
QCOM QUALCOMM INC COM2.1K shares43.61%2025-12-312026-01-21history
LVS LAS VEGAS SANDS CORP COM5.4K sharesnew addition2025-12-312026-01-21history
VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF514 shares-4.99%2025-12-312026-01-21history
HD HOME DEPOT INC COM818 shares44.01%2025-12-312026-01-21history
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW516 shares-8.67%2025-12-312026-01-21history
Sponsored
VEA VANGUARD FTSE DEVELOPED MARKETS ETF3.8K shares-1.03%2025-12-312026-01-21history
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF5.3K shares-8.59%2025-12-312026-01-21history
SCHE SCHWAB EMERGING MARKETS EQUITY ETF6.9K shares-8.57%2025-12-312026-01-21history
AON PLC SHS CL A AON PLC SHS CL A557 shares0.00%2025-12-312026-01-21history
WMT WALMART INC COM1.7K shares-8.62%2025-12-312026-01-21history
AMZN AMAZON COM INC COM777 shares-8.16%2025-12-312026-01-21history
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF3.2K shares-7.22%2025-12-312026-01-21history
ESGV VANGUARD ESG U.S. STOCK ETF1.2K shares0.00%2025-12-312026-01-21history
Sponsored
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF3.1K shares0.00%2025-12-312026-01-21history
ABBV ABBVIE INC COM605 shares-2.42%2025-12-312026-01-21history
PEP PEPSICO INC COM886 shares0.45%2025-12-312026-01-21history
PG PROCTER AND GAMBLE CO COM868 shares1.17%2025-12-312026-01-21history
VB VANGUARD SMALL-CAP ETF444 sharesnew addition2025-12-312026-01-21history
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF1.6K sharesnew addition2025-12-312026-01-21history
MSFT MICROSOFT CORP COM197 shares7.65%2025-12-312026-01-21history
JGRO JPMORGAN ACTIVE GROWTH ETF974 sharesnew addition2025-12-312026-01-21history
Sponsored
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF4.1K shares-15.89%2025-12-312026-01-21history
SCCO SOUTHERN COPPER CORP COM608 shares1.00%2025-12-312026-01-21history
VGT VANGUARD INFORMATION TECHNOLOGY ETF103 shares0.00%2025-12-312026-01-21history
ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C247 shares0.00%2025-12-312026-01-21history
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF805 sharesnew addition2025-12-312026-01-21history
USFD US FOODS HLDG CORP COM1.0K shares0.00%2025-12-312026-01-21history
PEG PUBLIC SVC ENTERPRISE GRP INC COM900 shares0.00%2025-12-312026-01-21history
MCD MCDONALDS CORP COM224 shares446.34%2025-12-312026-01-21history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO COM1.3K shares0.16%2025-12-312026-01-21history
TIGO MILLICOM INTL CELLULAR S A COM STK1.2K shares0.00%2025-12-312026-01-21history
VOE VANGUARD MID-CAP VALUE ETF375 shares-3.85%2025-12-312026-01-21history
UNP UNION PAC CORP COM287 shares0.35%2025-12-312026-01-21history
HAS HASBRO INC COM808 shares-77.88%2025-12-312026-01-21history
TRGP TARGA RES CORP COM347 shares0.58%2025-12-312026-01-21history
MEDTRONIC PLC SHS MEDTRONIC PLC SHS661 shares0.46%2025-12-312026-01-21history
MMM 3M CO COM388 shares-19.83%2025-12-312026-01-21history
Sponsored
COST COSTCO WHSL CORP NEW COM72 shares0.00%2025-12-312026-01-21history
CL COLGATE PALMOLIVE CO COM782 shares0.51%2025-12-312026-01-21history
BP BP PLC SPONSORED ADR1.7K shares1.71%2025-12-312026-01-21history
TROW PRICE T ROWE GROUP INC COM578 shares9.06%2025-12-312026-01-21history
SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF941 shares0.00%2025-12-312026-01-21history
ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A187 shares16.88%2025-12-312026-01-21history
IBM INTERNATIONAL BUSINESS MACHS COM197 shares-42.57%2025-12-312026-01-21history
EQH EQUITABLE HLDGS INC COM1.2K shares-96.43%2025-12-312026-01-21history
Sponsored
SCHW SCHWAB CHARLES CORP COM565 shares0.00%2025-12-312026-01-21history
SMG SCOTTS MIRACLE-GRO CO CL A963 shares-0.52%2025-12-312026-01-21history
LMT LOCKHEED MARTIN CORP COM113 shares0.00%2025-12-312026-01-21history
UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW826 sharesnew addition2025-12-312026-01-21history
BBY BEST BUY INC COM803 shares0.50%2025-12-312026-01-21history
CMCSA COMCAST CORP NEW CL A1.7K shares-0.57%2025-12-312026-01-21history
APAM ARTISAN PARTNERS ASSET MGMT IN CL A1.3K shares-0.08%2025-12-312026-01-21history
JPM JPMORGAN CHASE & CO. COM158 shares6.04%2025-12-312026-01-21history
Sponsored
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND247 shares0.00%2025-12-312026-01-21history
HRB BLOCK H & R INC COM1.2K shares1.32%2025-12-312026-01-21history
TXN TEXAS INSTRS INC COM283 shares1.07%2025-12-312026-01-21history
ITW ILLINOIS TOOL WKS INC COM198 shares0.00%2025-12-312026-01-21history
NUE NUCOR CORP COM289 shares0.00%2025-12-312026-01-21history
HP INC COM HP INC COM2.1K shares1.49%2025-12-312026-01-21history
DRI DARDEN RESTAURANTS INC COM249 shares1.22%2025-12-312026-01-21history
BLACKSTONE INC COM BLACKSTONE INC COM295 shares0.34%2025-12-312026-01-21history
Sponsored
PAYX PAYCHEX INC COM400 shares1.52%2025-12-312026-01-21history
KMB KIMBERLY-CLARK CORP COM442 shares0.23%2025-12-312026-01-21history
TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF1.0K sharesnew addition2025-12-312026-01-21history
META META PLATFORMS INC CL A64 shares6.67%2025-12-312026-01-21history
BBWI BATH & BODY WORKS INC COM2.1K shares-0.19%2025-12-312026-01-21history
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF647 sharesnew addition2025-12-312026-01-21history
IVW ISHARES S&P 500 GROWTH ETF290 sharesnew addition2025-12-312026-01-21history
EVRG EVERGY INC COM478 shares0.00%2025-12-312026-01-21history
Sponsored
CLX CLOROX CO DEL COM328 shares-95.67%2025-12-312026-01-21history
FEGE FIRST EAGLE GLOBAL EQUITY ETF653 sharesnew addition2025-12-312026-01-21history
MUB ISHARES NATIONAL MUNI BOND ETF265 sharesnew addition2025-12-312026-01-21history
PRU PRUDENTIAL FINL INC COM235 shares0.00%2025-12-312026-01-21history
DJTWW TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 0325293.8K shares0.00%2025-12-312026-01-21history
V VISA INC COM CL A75 shares5.63%2025-12-312026-01-21history
WM WASTE MGMT INC DEL COM115 shares0.00%2025-12-312026-01-21history
CGW INVESCO S&P GLOBAL WATER INDEX ETF395 shares0.00%2025-12-312026-01-21history
Sponsored
RTX RTX CORPORATION COM131 shares0.00%2025-12-312026-01-21history
VTV VANGUARD VALUE ETF123 shares78.26%2025-12-312026-01-21history
ICLN ISHARES GLOBAL CLEAN ENERGY ETF1.4K shares0.00%2025-12-312026-01-21history
TGT TARGET CORP COM225 shares-0.88%2025-12-312026-01-21history
AVUV AVANTIS U.S. SMALL CAP VALUE ETF211 sharesnew addition2025-12-312026-01-21history
XVV ISHARES ESG SELECT SCREENED S&P 500 ETF403 sharesnew addition2025-12-312026-01-21history
HOLX HOLOGIC INC COM285 shares0.00%2025-12-312026-01-21history
CAG CONAGRA BRANDS INC COM1.1K shares-7.04%2025-12-312026-01-21history
Sponsored
BWXT BWX TECHNOLOGIES INC COM112 shares0.00%2025-12-312026-01-21history
LOW LOWES COS INC COM80 shares0.00%2025-12-312026-01-21history
AMD ADVANCED MICRO DEVICES INC COM90 shares0.00%2025-12-312026-01-21history
LRNZ TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF399 shares0.00%2025-12-312026-01-21history
AXP AMERICAN EXPRESS CO COM48 shares9.09%2025-12-312026-01-21history
WCLD WISDOMTREE CLOUD COMPUTING FUND506 shares3.90%2025-12-312026-01-21history
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF565 shares9.92%2025-12-312026-01-21history
TFC TRUIST FINL CORP COM333 sharesnew addition2025-12-312026-01-21history
Sponsored
GBTC GRAYSCALE BITCOIN TRUST ETF235 shares0.00%2025-12-312026-01-21history
HEI.A HEICO CORP NEW CL A61 shares0.00%2025-12-312026-01-21history
SBUX STARBUCKS CORP COM182 shares-77.53%2025-12-312026-01-21history
CMI CUMMINS INC COM30 shares0.00%2025-12-312026-01-21history
VNQ VANGUARD REAL ESTATE ETF162 sharesnew addition2025-12-312026-01-21history
PGR PROGRESSIVE CORP COM61 shares0.00%2025-12-312026-01-21history
GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM40 shares0.00%2025-12-312026-01-21history
MS MORGAN STANLEY COM NEW73 shares25.86%2025-12-312026-01-21history
Sponsored
ORLY OREILLY AUTOMOTIVE INC COM135 shares0.00%2025-12-312026-01-21history
MCK MCKESSON CORP COM15 shares0.00%2025-12-312026-01-21history
UNH UNITEDHEALTH GROUP INC COM36 shares0.00%2025-12-312026-01-21history
NOC NORTHROP GRUMMAN CORP COM20 shares0.00%2025-12-312026-01-21history
KLAC KLA CORP COM NEW9 shares28.57%2025-12-312026-01-21history
HWM HOWMET AEROSPACE INC COM52 shares-96.07%2025-12-312026-01-21history
TDG TRANSDIGM GROUP INC COM8 shares0.00%2025-12-312026-01-21history
CEG CONSTELLATION ENERGY CORP COM30 shares0.00%2025-12-312026-01-21history
Sponsored
WFC WELLS FARGO CO NEW COM113 shares0.00%2025-12-312026-01-21history
ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS72 shares-95.77%2025-12-312026-01-21history
MNST MONSTER BEVERAGE CORP NEW COM122 shares0.00%2025-12-312026-01-21history
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS33 shares-97.30%2025-12-312026-01-21history
VMC VULCAN MATLS CO COM29 shares0.00%2025-12-312026-01-21history
COHERENT CORP COM COHERENT CORP COM44 sharesnew addition2025-12-312026-01-21history
ORCL ORACLE CORP COM40 shares-68.50%2025-12-312026-01-21history
CPRT COPART INC COM198 shares0.00%2025-12-312026-01-21history
Sponsored
IQV IQVIA HLDGS INC COM33 shares0.00%2025-12-312026-01-21history
THE CIGNA GROUP COM THE CIGNA GROUP COM27 shares0.00%2025-12-312026-01-21history
NDAQ NASDAQ INC COM74 shares0.00%2025-12-312026-01-21history
SO SOUTHERN CO COM81 shares0.00%2025-12-312026-01-21history
DRAFTKINGS INC NEW COM CL A DRAFTKINGS INC NEW COM CL A200 shares0.00%2025-12-312026-01-21history
LYV LIVE NATION ENTERTAINMENT INC COM48 shares0.00%2025-12-312026-01-21history
BRO BROWN & BROWN INC COM84 shares0.00%2025-12-312026-01-21history
TER TERADYNE INC COM34 sharesnew addition2025-12-312026-01-21history
Sponsored
EXC EXELON CORP COM150 shares0.00%2025-12-312026-01-21history
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR100 shares0.00%2025-12-312026-01-21history
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW200 shares0.00%2025-12-312026-01-21history
ROP ROPER TECHNOLOGIES INC COM13 shares0.00%2025-12-312026-01-21history
SON SONOCO PRODS CO COM128 sharesnew addition2025-12-312026-01-21history
ET ENERGY TRANSFER L P COM UT LTD PTN336 shares0.00%2025-12-312026-01-21history
EATON CORP PLC SHS EATON CORP PLC SHS17 shares0.00%2025-12-312026-01-21history
EIX EDISON INTL COM89 sharesnew addition2025-12-312026-01-21history
Sponsored
PB PROSPERITY BANCSHARES INC COM75 sharesnew addition2025-12-312026-01-21history
PPG PPG INDS INC COM50 sharesnew addition2025-12-312026-01-21history
OZK BANK OZK LITTLE ROCK ARK COM110 sharesnew addition2025-12-312026-01-21history
UPS UNITED PARCEL SERVICE INC CL B50 shares0.00%2025-12-312026-01-21history
NNN NNN REIT INC COM120 sharesnew addition2025-12-312026-01-21history
DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW40 shares0.00%2025-12-312026-01-21history
ACLS AXCELIS TECHNOLOGIES INC COM NEW57 sharesnew addition2025-12-312026-01-21history
VRTX VERTEX PHARMACEUTICALS INC COM10 shares0.00%2025-12-312026-01-21history
Sponsored
BROADCOM INC COM BROADCOM INC COM13 shares18.18%2025-12-312026-01-21history
FLO FLOWERS FOODS INC COM400 sharesnew addition2025-12-312026-01-21history
D DOMINION ENERGY INC COM70 shares0.00%2025-12-312026-01-21history
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF70 shares0.00%2025-12-312026-01-21history
BJ BJS WHSL CLUB HLDGS INC COM42 shares0.00%2025-12-312026-01-21history
ELV ELEVANCE HEALTH INC FORMERLY A COM9 shares0.00%2025-12-312026-01-21history
EME EMCOR GROUP INC COM5 sharesnew addition2025-12-312026-01-21history
FOXA FOX CORP CL A COM40 sharesnew addition2025-12-312026-01-21history
Sponsored
STZ CONSTELLATION BRANDS INC CL A20 shares0.00%2025-12-312026-01-21history
CW CURTISS WRIGHT CORP COM5 sharesnew addition2025-12-312026-01-21history
AIZ ASSURANT INC COM11 sharesnew addition2025-12-312026-01-21history
ENSG ENSIGN GROUP INC COM15 sharesnew addition2025-12-312026-01-21history
CBOE CBOE GLOBAL MKTS INC COM10 sharesnew addition2025-12-312026-01-21history
STRL STERLING INFRASTRUCTURE INC COM8 sharesnew addition2025-12-312026-01-21history
FSM FORTUNA MNG CORP COM NEW245 shares0.00%2025-12-312026-01-21history
UHS UNIVERSAL HLTH SVCS INC CL B11 sharesnew addition2025-12-312026-01-21history
Sponsored
WTFC WINTRUST FINL CORP COM17 sharesnew addition2025-12-312026-01-21history
PYPL PAYPAL HLDGS INC COM40 sharesnew addition2025-12-312026-01-21history
DIS DISNEY WALT CO COM19 shares-94.21%2025-12-312026-01-21history
CACI CACI INTL INC CL A4 sharesnew addition2025-12-312026-01-21history
RL RALPH LAUREN CORP CL A6 sharesnew addition2025-12-312026-01-21history
NEM NEWMONT CORP COM21 sharesnew addition2025-12-312026-01-21history
LULU LULULEMON ATHLETICA INC COM10 shares0.00%2025-12-312026-01-21history
OSIS OSI SYSTEMS INC COM8 sharesnew addition2025-12-312026-01-21history
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WMB WILLIAMS COS INC COM32 sharesnew addition2025-12-312026-01-21history
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF47 shares0.00%2025-12-312026-01-21history
AYI ACUITY INC COM5 sharesnew addition2025-12-312026-01-21history
DOCU DOCUSIGN INC COM26 sharesnew addition2025-12-312026-01-21history
PH PARKER-HANNIFIN CORP COM2 sharesnew addition2025-12-312026-01-21history
ADBE ADOBE INC COM5 sharesnew addition2025-12-312026-01-21history
GFI GOLD FIELDS LTD SPONSORED ADR40 shares0.00%2025-12-312026-01-21history
JPLD JPMORGAN LIMITED DURATION BOND ETF33 sharesnew addition2025-12-312026-01-21history
Sponsored
ATO ATMOS ENERGY CORP COM10 sharesnew addition2025-12-312026-01-21history
NFG NATIONAL FUEL GAS CO COM20 sharesnew addition2025-12-312026-01-21history
BRX BRIXMOR PPTY GROUP INC COM59 sharesnew addition2025-12-312026-01-21history
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF10 shares0.00%2025-12-312026-01-21history
HAL HALLIBURTON CO COM50 shares0.00%2025-12-312026-01-21history
SEIC SEI INVTS CO COM17 sharesnew addition2025-12-312026-01-21history
KMX CARMAX INC COM33 shares0.00%2025-12-312026-01-21history
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF31 sharesnew addition2025-12-312026-01-21history
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QLYS QUALYS INC COM8 sharesnew addition2025-12-312026-01-21history
UBER UBER TECHNOLOGIES INC COM13 sharesnew addition2025-12-312026-01-21history
DORM DORMAN PRODS INC COM8 sharesnew addition2025-12-312026-01-21history
SEDG SOLAREDGE TECHNOLOGIES INC COM32 shares0.00%2025-12-312026-01-21history
MU MICRON TECHNOLOGY INC COM3 shares0.00%2025-12-312026-01-21history
AM ANTERO MIDSTREAM CORP COM47 sharesnew addition2025-12-312026-01-21history
LRN STRIDE INC COM12 sharesnew addition2025-12-312026-01-21history
UAA UNDER ARMOUR INC CL A120 shares0.00%2025-12-312026-01-21history
Sponsored
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF11 shares0.00%2025-12-312026-01-21history
UA UNDER ARMOUR INC CL C120 shares0.00%2025-12-312026-01-21history
DTM DT MIDSTREAM INC COMMON STOCK3 sharesnew addition2025-12-312026-01-21history
VTI VANGUARD TOTAL STOCK MARKET ETF1 shares0.00%2025-12-312026-01-21history
TJX TJX COS INC NEW COM2 shares0.00%2025-12-312026-01-21history
QQQM INVESCO NASDAQ 100 ETF1 shares0.00%2025-12-312026-01-21history
RUM RUMBLE INC COM CL A40 shares0.00%2025-12-312026-01-21history
HSY HERSHEY CO COM1 shares0.00%2025-12-312026-01-21history
Sponsored
UPST UPSTART HLDGS INC COM4 shares0.00%2025-12-312026-01-21history
CEVA CEVA INC COM8 shares0.00%2025-12-312026-01-21history
PFE PFIZER INC COM5 sharesnew addition2025-12-312026-01-21history
FUBO FUBOTV INC CLASS A COM SHS42 shares0.00%2025-12-312026-01-21history
GIS GENERAL MLS INC COM1 shares0.00%2025-12-312026-01-21history
PAYSAFE LIMITED SHS PAYSAFE LIMITED SHS3 shares0.00%2025-12-312026-01-21history
OXY.WS OCCIDENTAL PETE CORP WT EXP 0803271 shares0.00%2025-12-312026-01-21history
JET AI INC COM NEW JET AI INC COM NEW1 shares0.00%2025-12-312026-01-21history
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