The Analysis of CARY STREET PARTNERS FINANCIAL LLC's Holdings
Currently, CARY STREET PARTNERS FINANCIAL LLC holds 973 types of securities in its portfolio with a total value $4.0B. In the most recent quarter, they have increased their positions in NBOS (+769.1K shares, valued at $21.0M), EFG (+131.8K shares, valued at $15.0M), EFV (+203.1K shares, valued at $14.1M); decreased their positions in WTPI (-707.0K shares, valued at $23.3M), SPYM (-142.1K shares, valued at $11.4M), JEPI (-129.1K shares, valued at $7.4M); initiated new positions in NBOS (+769.1K shares, valued at $21.0M), N/A (+177.8K shares, valued at $11.6M), N/A (+134.1K shares, valued at $8.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM467.1K shares2.62%2025-12-312026-02-09
VTV VANGUARD VALUE ETF647.6K shares-0.58%2025-12-312026-02-09 VUG VANGUARD GROWTH ETF231.0K shares-1.19%2025-12-312026-02-09 MSFT MICROSOFT CORP COM199.6K shares2.80%2025-12-312026-02-09 TACK Fairlead Tactical Sector ETF2.4M shares-7.72%2025-12-312026-02-09 FLXR TCW FLEXIBLE INCOME ETF1.5M shares3.45%2025-12-312026-02-09 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF928.5K shares-12.21%2025-12-312026-02-09 EFG ISHARES MSCI EAFE GROWTH ETF450.7K shares41.32%2025-12-312026-02-09 AMZN AMAZON COM INC COM221.6K shares3.36%2025-12-312026-02-09 VB VANGUARD SMALL-CAP ETF196.1K shares9.88%2025-12-312026-02-09 JPIE JPMORGAN INCOME ETF1.1M shares-5.08%2025-12-312026-02-09 EFV ISHARES MSCI EAFE VALUE ETF690.5K shares41.68%2025-12-312026-02-09 JGRO JPMORGAN ACTIVE GROWTH ETF482.0K shares1.01%2025-12-312026-02-09 VTI VANGUARD TOTAL STOCK MARKET ETF125.8K shares17.78%2025-12-312026-02-09 NVDA NVIDIA CORPORATION COM209.7K shares23.79%2025-12-312026-02-09 SPY STATE STR SPDR S&P 500 ETF TR TR UNIT57.1K shares5.41%2025-12-312026-02-09 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF448.2K shares-24.07%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO. COM107.8K shares0.48%2025-12-312026-02-09 BIV VANGUARD INTERMEDIATE-TERM BOND ETF482.3K shares-2.11%2025-12-312026-02-09 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF588.8K shares-2.05%2025-12-312026-02-09 LLY ELI LILLY & CO COM28.5K shares1.75%2025-12-312026-02-09 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF596.4K shares1.83%2025-12-312026-02-09 ABBV ABBVIE INC COM129.8K shares-1.54%2025-12-312026-02-09 VIG VANGUARD DIVIDEND APPRECIATION ETF132.9K shares8.27%2025-12-312026-02-09 RTX RTX CORPORATION COM158.0K shares0.57%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON COM139.4K shares5.58%2025-12-312026-02-09 IVV ISHARES CORE S&P 500 ETF42.0K shares7.65%2025-12-312026-02-09 VOE VANGUARD MID-CAP VALUE ETF181.8K shares-5.88%2025-12-312026-02-09 VOT VANGUARD MID-CAP GROWTH ETF95.2K shares25.52%2025-12-312026-02-09 CGDV CAPITAL GROUP DIVIDEND VALUE ETF578.4K shares0.02%2025-12-312026-02-09 V VISA INC COM CL A66.5K shares25.61%2025-12-312026-02-09 URI UNITED RENTALS INC COM26.9K shares-1.05%2025-12-312026-02-09 WMB WILLIAMS COS INC COM354.2K shares1.26%2025-12-312026-02-09 NBOS NEUBERGER OPTION STRATEGY ETF769.1K sharesnew addition2025-12-312026-02-09 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF626.9K shares-6.07%2025-12-312026-02-09 HD HOME DEPOT INC COM58.2K shares3.34%2025-12-312026-02-09 IWF ISHARES RUSSELL 1000 GROWTH ETF42.1K shares15.87%2025-12-312026-02-09 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF136.9K shares3.21%2025-12-312026-02-09 MLI MUELLER INDS INC COM170.8K shares-1.66%2025-12-312026-02-09 COST COSTCO WHOLESALE CORPORATION COM22.2K shares-1.95%2025-12-312026-02-09 CSCO CISCO SYS INC COM246.4K shares1.52%2025-12-312026-02-09 TMO THERMO FISHER SCIENTIFIC INC COM32.5K shares3.48%2025-12-312026-02-09 IJR ISHARES CORE S&P SMALL CAP ETF153.0K shares2.78%2025-12-312026-02-09 VO VANGUARD MID-CAP ETF59.9K shares20.29%2025-12-312026-02-09 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND650.4K shares99.73%2025-12-312026-02-09 QCOM QUALCOMM INC COM101.0K shares8.48%2025-12-312026-02-09 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF241.8K shares-16.90%2025-12-312026-02-09 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF148.1K shares-6.14%2025-12-312026-02-09 USFR WisdomTree Floating Rate Treasury Fund313.7K shares19.32%2025-12-312026-02-09 XOM EXXON MOBIL CORP COM129.2K shares3.85%2025-12-312026-02-09 PG PROCTER & GAMBLE CO COM108.3K shares-2.67%2025-12-312026-02-09 CBOE CBOE GLOBAL MKTS INC COM61.6K shares-0.05%2025-12-312026-02-09 CME CME GROUP INC COM56.4K shares0.26%2025-12-312026-02-09 FDX FEDEX CORP COM52.7K shares1.68%2025-12-312026-02-09 ADBE ADOBE INC COM43.3K shares-7.90%2025-12-312026-02-09 NDAQ NASDAQ INC COM155.4K shares-0.87%2025-12-312026-02-09 META META PLATFORMS INC CL A22.7K shares-1.21%2025-12-312026-02-09 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF327.2K shares-10.01%2025-12-312026-02-09 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF327.4K shares-7.62%2025-12-312026-02-09 PWR QUANTA SVCS INC COM34.2K shares-1.16%2025-12-312026-02-09 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF270.3K shares21.25%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO COM38.4K shares-3.21%2025-12-312026-02-09 HOLA JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF263.2K shares90.72%2025-12-312026-02-09 PANW PALO ALTO NETWORKS INC COM74.4K shares11.32%2025-12-312026-02-09 INTU INTUIT COM20.4K shares11.53%2025-12-312026-02-09 TXN TEXAS INSTRS INC COM75.2K shares-5.71%2025-12-312026-02-09 CVX CHEVRON CORP NEW COM83.8K shares8.33%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC COM14.4K shares-7.93%2025-12-312026-02-09 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF222.7K shares-8.23%2025-12-312026-02-09 CGBL CAPITAL GROUP CORE BALANCED ETF356.3K shares-3.56%2025-12-312026-02-09 ASML ASML HLDG NV N Y REGISTRY SHS11.7K shares-0.59%2025-12-312026-02-09 PGX INVESCO PREFERRED ETF1.1M shares-2.43%2025-12-312026-02-09 XLK Technology Select Sector SPDR Fund82.1K shares99.16%2025-12-312026-02-09 AKRE FOCUS ETF AKRE FOCUS ETF177.8K sharesnew addition2025-12-312026-02-09 CAT CATERPILLAR INC COM20.1K shares13.41%2025-12-312026-02-09 VONG VANGUARD RUSSELL 1000 GROWTH ETF90.9K shares-5.18%2025-12-312026-02-09 APH AMPHENOL CORP CL A78.1K shares0.61%2025-12-312026-02-09 ZTS ZOETIS INC CL A83.0K shares-15.84%2025-12-312026-02-09 GLW CORNING INC COM118.8K shares2.98%2025-12-312026-02-09 GLD SPDR GOLD SHARES25.6K shares6.79%2025-12-312026-02-09 VRTX VERTEX PHARMACEUTICALS INC COM22.4K shares-2.48%2025-12-312026-02-09 CGUS CAPITAL GROUP CORE EQUITY ETF251.9K shares0.70%2025-12-312026-02-09 LOW LOWES COS INC COM42.0K shares-1.14%2025-12-312026-02-09 WTPI WisdomTree Equity Premium Income Fund - WTPI303.0K shares-70.00%2025-12-312026-02-09 D DOMINION ENERGY INC COM170.3K shares3.00%2025-12-312026-02-09 PEP PEPSICO INC COM69.5K shares-3.96%2025-12-312026-02-09 WSM WILLIAMS SONOMA INC COM55.3K shares-1.36%2025-12-312026-02-09 CGDG CAPITAL GROUP DIVIDEND GROWERS ETF277.2K shares0.04%2025-12-312026-02-09 HON HONEYWELL INTL INC COM50.6K shares5.26%2025-12-312026-02-09 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF115.4K shares-4.73%2025-12-312026-02-09 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF204.1K shares-5.82%2025-12-312026-02-09 DIS DISNEY WALT CO COM83.5K shares-27.88%2025-12-312026-02-09 FLOT ISHARES FLOATING RATE BOND ETF185.5K shares4.27%2025-12-312026-02-09 SCHD SCHWAB US DIVIDEND EQUITY ETF326.7K shares-25.50%2025-12-312026-02-09 VOOV VANGUARD S&P 500 VALUE ETF43.5K shares2.33%2025-12-312026-02-09 COWZ PACER US CASH COWS 100 ETF146.6K shares-21.48%2025-12-312026-02-09 VEA VANGUARD FTSE DEVELOPED MARKETS ETF159.3K shares-5.60%2025-12-312026-02-09 SYY SYSCO CORP COM119.3K shares2.65%2025-12-312026-02-09 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF251.3K shares3.76%2025-12-312026-02-09 VEEV VEEVA SYS INC CL A COM38.6K shares-1.54%2025-12-312026-02-09 KO COCA COLA CO COM122.0K shares-0.60%2025-12-312026-02-09 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND114.8K shares6.39%2025-12-312026-02-09 MELI MERCADOLIBRE INC COM4.2K shares-0.52%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS COM28.4K shares12.01%2025-12-312026-02-09 CGGR CAPITAL GROUP GROWTH ETF184.1K shares0.67%2025-12-312026-02-09 VV VANGUARD LARGE-CAP ETF49.0K shares0.00%2025-12-312026-02-09 VBK VANGUARD SMALL-CAP GROWTH ETF26.5K shares2.48%2025-12-312026-02-09 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF87.2K shares-0.11%2025-12-312026-02-09 BND VANGUARD TOTAL BOND MARKET ETF107.3K shares-6.50%2025-12-312026-02-09 BAC BANK AMERICA CORP COM142.9K shares0.80%2025-12-312026-02-09 IYW iShares U.S. Technology ETF38.8K shares-6.38%2025-12-312026-02-09 SCHM SCHWAB U.S. MID-CAP ETF254.9K shares-0.77%2025-12-312026-02-09 MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND165.3K shares1.78%2025-12-312026-02-09 SHOP SHOPIFY INC CL A SUB VTG SHS45.7K shares-0.33%2025-12-312026-02-09 DVN DEVON ENERGY CORP NEW COM200.3K shares-1.28%2025-12-312026-02-09 KMI KINDER MORGAN INC DEL COM265.6K shares3.99%2025-12-312026-02-09 BA BOEING CO COM33.3K shares2.85%2025-12-312026-02-09 MBB ISHARES MBS ETF75.6K shares-2.97%2025-12-312026-02-09 IWM ISHARES RUSSELL 2000 ETF29.2K shares-8.90%2025-12-312026-02-09 ORCL ORACLE CORP COM35.6K shares44.57%2025-12-312026-02-09 TT TRANE TECHNOLOGIES PLC SHS17.2K shares0.34%2025-12-312026-02-09 VZ VERIZON COMMUNICATIONS INC COM164.3K shares23.69%2025-12-312026-02-09 DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF144.1K shares1.07%2025-12-312026-02-09 MS MORGAN STANLEY COM NEW37.5K shares-2.78%2025-12-312026-02-09 HOOD ROBINHOOD MKTS INC COM CL A58.5K shares-5.09%2025-12-312026-02-09 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF73.0K shares71.01%2025-12-312026-02-09 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78.8K shares-1.75%2025-12-312026-02-09 NEM NEWMONT CORP COM64.9K shares-2.36%2025-12-312026-02-09 CFG CITIZENS FINL GROUP INC COM109.7K shares-2.57%2025-12-312026-02-09 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF89.7K shares-6.35%2025-12-312026-02-09 JAAA Janus Henderson AAA CLO ETF126.4K shares256.35%2025-12-312026-02-09 PFE PFIZER INC COM251.9K shares-3.80%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC COM21.9K shares-13.65%2025-12-312026-02-09 ABT ABBOTT LABS COM49.7K shares-8.48%2025-12-312026-02-09 IJH ISHARES CORE S&P MID-CAP ETF93.5K shares-1.18%2025-12-312026-02-09 EFA ISHARES MSCI EAFE ETF64.2K shares85.97%2025-12-312026-02-09 CTVA CORTEVA INC COM91.3K shares0.61%2025-12-312026-02-09 AGG ISHARES CORE U.S. AGGREGATE BOND ETF60.3K shares22.56%2025-12-312026-02-09 CRM SALESFORCE INC COM22.3K shares-8.74%2025-12-312026-02-09 WMT WALMART INC COM52.6K shares26.12%2025-12-312026-02-09 FHN FIRST HORIZON CORPORATION COM244.9K shares9.04%2025-12-312026-02-09 CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF196.6K shares3.40%2025-12-312026-02-09 XLV Health Care Select Sector SPDR Fund36.6K shares-0.74%2025-12-312026-02-09 CDNS CADENCE DESIGN SYSTEM INC COM18.1K shares0.19%2025-12-312026-02-09 IEFA ISHARES CORE MSCI EAFE ETF62.4K shares0.84%2025-12-312026-02-09 VBR VANGUARD SMALL CAP VALUE ETF26.3K shares3.45%2025-12-312026-02-09 LECO LINCOLN ELEC HLDGS INC COM23.1K shares0.00%2025-12-312026-02-09 WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF137.4K shares0.33%2025-12-312026-02-09 DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND139.1K shares0.00%2025-12-312026-02-09 SHEL SHELL PLC SPON ADS72.8K shares-4.42%2025-12-312026-02-09 ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER204.1K shares-6.06%2025-12-312026-02-09 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF64.0K shares22.46%2025-12-312026-02-09 AMGN AMGEN INC COM15.5K shares15.33%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC CL A27.9K shares-8.14%2025-12-312026-02-09 JCI JOHNSON CTLS INTL PLC SHS41.2K shares-10.54%2025-12-312026-02-09 PYPL PAYPAL HLDGS INC COM83.8K shares-22.07%2025-12-312026-02-09 MA MASTERCARD INCORPORATED CL A8.5K shares17.43%2025-12-312026-02-09 AEP AMERICAN ELEC PWR CO INC COM41.7K shares11.98%2025-12-312026-02-09 DE DEERE & CO COM10.3K shares11.77%2025-12-312026-02-09 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF46.9K shares4.45%2025-12-312026-02-09 PLD PROLOGIS INC. COM36.7K shares3.63%2025-12-312026-02-09 KMB KIMBERLY-CLARK CORP COM46.2K shares-8.82%2025-12-312026-02-09 SLB SLB LIMITED COM STK120.8K shares-2.03%2025-12-312026-02-09 JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST94.8K shares83.66%2025-12-312026-02-09 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF116.8K shares1.44%2025-12-312026-02-09 TSLA TESLA INC COM10.1K shares-3.30%2025-12-312026-02-09 UNP UNION PAC CORP COM19.5K shares21.00%2025-12-312026-02-09 PSX PHILLIPS 66 COM34.7K shares-0.95%2025-12-312026-02-09 WM WASTE MGMT INC DEL COM20.3K shares-3.10%2025-12-312026-02-09 DASH DOORDASH INC CL A19.7K shares0.03%2025-12-312026-02-09 NSC NORFOLK SOUTHN CORP COM15.4K shares5.80%2025-12-312026-02-09 TFC TRUIST FINL CORP COM90.0K shares4.08%2025-12-312026-02-09 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF89.5K shares-1.98%2025-12-312026-02-09 UBER UBER TECHNOLOGIES INC COM53.5K shares-7.21%2025-12-312026-02-09 LINDE PLC SHS LINDE PLC SHS10.2K shares-8.61%2025-12-312026-02-09 CRWD CROWDSTRIKE HLDGS INC CL A9.2K shares7.32%2025-12-312026-02-09 EVRG EVERGY INC COM59.2K shares-2.99%2025-12-312026-02-09 STLD STEEL DYNAMICS INC COM24.9K shares3.54%2025-12-312026-02-09 DOCU DOCUSIGN INC COM60.8K shares-1.22%2025-12-312026-02-09 JPEF JPMORGAN EQUITY FOCUS ETF54.7K shares-17.59%2025-12-312026-02-09 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF37.1K shares10.02%2025-12-312026-02-09 AMAT APPLIED MATLS INC COM15.8K shares-0.45%2025-12-312026-02-09 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF79.2K shares2.83%2025-12-312026-02-09 HBAN HUNTINGTON BANCSHARES INC COM231.2K shares-0.96%2025-12-312026-02-09 LMT LOCKHEED MARTIN CORP COM8.2K shares9.50%2025-12-312026-02-09 BMY BRISTOL-MYERS SQUIBB CO COM73.4K shares-31.05%2025-12-312026-02-09 TJX TJX COS INC NEW COM25.7K shares-4.43%2025-12-312026-02-09 BKR BAKER HUGHES COMPANY CL A86.6K shares-0.57%2025-12-312026-02-09 NTR NUTRIEN LTD COM63.6K shares0.39%2025-12-312026-02-09 XLU Utilities Select Sector SPDR Fund91.9K shares93.63%2025-12-312026-02-09 PSTG PURE STORAGE INC CL A58.4K shares-1.12%2025-12-312026-02-09 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF98.7K shares-20.92%2025-12-312026-02-09 IVW ISHARES S&P 500 GROWTH ETF31.4K shares-0.67%2025-12-312026-02-09 CYBR CYBERARK SOFTWARE LTD SHS8.6K shares0.00%2025-12-312026-02-09 RY ROYAL BK CDA COM22.1K shares12.01%2025-12-312026-02-09 MMC MARSH & MCLENNAN COS INC COM20.3K shares-12.03%2025-12-312026-02-09 JIVE JPMORGAN INTERNATIONAL VALUE ETF46.3K shares257.08%2025-12-312026-02-09 XLF Financial Select Sector SPDR Fund67.8K shares-2.97%2025-12-312026-02-09 LH LABCORP HOLDINGS INC COM SHS14.8K shares-6.52%2025-12-312026-02-09 COIN COINBASE GLOBAL INC COM CL A16.3K shares17.45%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS11.9K shares-6.62%2025-12-312026-02-09 QSR RESTAURANT BRANDS INTL INC COM52.4K shares0.09%2025-12-312026-02-09 VGT VANGUARD INFORMATION TECHNOLOGY ETF4.7K shares5.94%2025-12-312026-02-09 J JACOBS SOLUTIONS INC COM26.6K shares-0.06%2025-12-312026-02-09 INDA ISHARES MSCI INDIA ETF64.6K shares0.88%2025-12-312026-02-09 SYK STRYKER CORPORATION COM9.9K shares26.15%2025-12-312026-02-09 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF16.1K shares-0.06%2025-12-312026-02-09 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF37.5K shares26.16%2025-12-312026-02-09 MUB ISHARES NATIONAL MUNI BOND ETF32.0K shares14.44%2025-12-312026-02-09 IWD ISHARES RUSSELL 1000 VALUE ETF16.3K shares2.04%2025-12-312026-02-09 INGR INGREDION INC COM30.6K shares1.27%2025-12-312026-02-09 XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF75.2K shares0.10%2025-12-312026-02-09 BWXT BWX TECHNOLOGIES INC COM19.4K sharesnew addition2025-12-312026-02-09 KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - 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ETF35.0K shares-1.86%2025-12-312026-02-09 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF60.8K shares11.81%2025-12-312026-02-09 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF21.0K shares-0.11%2025-12-312026-02-09 SLV ISHARES SILVER TRUST21.8K shares-0.06%2025-12-312026-02-09 ADP AUTOMATIC DATA PROCESSING INC COM5.4K shares-0.70%2025-12-312026-02-09 CL COLGATE PALMOLIVE CO COM17.5K shares-0.35%2025-12-312026-02-09 HALO HALOZYME THERAPEUTICS INC COM20.4K shares-1.18%2025-12-312026-02-09 GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF16.1K shares27.85%2025-12-312026-02-09 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF53.6K shares14.60%2025-12-312026-02-09 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF26.9K shares1.47%2025-12-312026-02-09 PH PARKER-HANNIFIN CORP COM1.5K shares-3.07%2025-12-312026-02-09 MGV VANGUARD MEGA CAP VALUE ETF9.6K shares-1.23%2025-12-312026-02-09 AGO ASSURED GUARANTY LTD COM15.0K shares0.00%2025-12-312026-02-09 VPL VANGUARD FTSE PACIFIC ETF14.9K shares-0.17%2025-12-312026-02-09 SBUX STARBUCKS CORP COM15.8K shares13.58%2025-12-312026-02-09 CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF26.2K shares1.94%2025-12-312026-02-09 GWX SPDR S&P INTERNATIONAL SMALL CAP ETF32.2K shares0.00%2025-12-312026-02-09 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF15.4K shares-0.83%2025-12-312026-02-09 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND12.9K sharesnew addition2025-12-312026-02-09 XLE Energy Select Sector SPDR Fund28.5K shares35.61%2025-12-312026-02-09 CLOA ISHARES AAA CLO ACTIVE ETF24.6K shares-9.47%2025-12-312026-02-09 QQQM INVESCO NASDAQ 100 ETF5.0K shares498.92%2025-12-312026-02-09 UPS UNITED PARCEL SVCS INC CL B12.6K shares-14.31%2025-12-312026-02-09 DSEP FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER27.6K shares-0.03%2025-12-312026-02-09 NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF34.2K shares0.00%2025-12-312026-02-09 HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF49.7K shares67.73%2025-12-312026-02-09 ELV ELEVANCE HEALTH INC FORMERLY A COM3.5K shares-22.01%2025-12-312026-02-09 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND24.8K shares1.01%2025-12-312026-02-09 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF22.3K shares19.45%2025-12-312026-02-09 SMG SCOTTS MIRACLE-GRO CO CL A20.4K shares-0.89%2025-12-312026-02-09 IDCC INTERDIGITAL INC COM3.7K shares-61.81%2025-12-312026-02-09 MOAT VANECK MORNINGSTAR WIDE MOAT ETF11.3K shares-16.67%2025-12-312026-02-09 SCHB SCHWAB U.S. BROAD MARKET ETF44.5K sharesnew addition2025-12-312026-02-09 BKLN INVESCO SENIOR LOAN ETF55.4K shares4.11%2025-12-312026-02-09 TGT TARGET CORP COM11.8K shares-60.82%2025-12-312026-02-09 MPC MARATHON PETE CORP COM7.0K shares0.44%2025-12-312026-02-09 OKE ONEOK INC NEW COM15.2K shares-1.35%2025-12-312026-02-09 DFAW DIMENSIONAL WORLD EQUITY ETF15.1K shares10.67%2025-12-312026-02-09 TROW PRICE T ROWE GROUP INC COM10.8K shares24.49%2025-12-312026-02-09 GBTC GRAYSCALE BITCOIN TRUST ETF16.1K shares2.12%2025-12-312026-02-09 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF22.9K shares65.00%2025-12-312026-02-09 HP HELMERICH & PAYNE INC COM37.9K shares-0.33%2025-12-312026-02-09 TMUS T-MOBILE US INC COM5.3K shares-0.71%2025-12-312026-02-09 VPU VANGUARD UTILITIES ETF5.8K shares30.60%2025-12-312026-02-09 CVS CVS HEALTH CORP COM13.6K shares37.39%2025-12-312026-02-09 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF41.5K shares7.94%2025-12-312026-02-09 ETR ENTERGY CORP NEW COM11.6K shares4.70%2025-12-312026-02-09 INOD INNODATA INC COM NEW21.0K shares0.08%2025-12-312026-02-09 JPC NUVEEN PFD & INCOME OPPORTUNIT COM130.5K shares2.76%2025-12-312026-02-09 SPGI S&P GLOBAL INC COM2.0K shares-14.65%2025-12-312026-02-09 PJT PJT PARTNERS INC COM CL A6.3K shares0.00%2025-12-312026-02-09 MMM 3M CO COM6.5K shares2.16%2025-12-312026-02-09 BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN88.5K shares-11.40%2025-12-312026-02-09 DFVX DIMENSIONAL US LARGE CAP VECTOR ETF14.0K shares-9.01%2025-12-312026-02-09 MSI MOTOROLA SOLUTIONS INC COM NEW2.7K shares27.96%2025-12-312026-02-09 NOC NORTHROP GRUMMAN CORP COM1.8K shares-5.77%2025-12-312026-02-09 VXF VANGUARD EXTENDED MARKET ETF4.9K shares0.00%2025-12-312026-02-09 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF19.4K shares41.97%2025-12-312026-02-09 IVE ISHARES S&P 500 VALUE ETF4.8K shares-1.75%2025-12-312026-02-09 PTY PIMCO CORPORATE & INCOME OPPOR COM76.9K shares163.38%2025-12-312026-02-09 SHYD VANECK SHORT HIGH YIELD MUNI ETF42.9K shares0.75%2025-12-312026-02-09 JPST JPMORGAN ULTRA-SHORT INCOME ETF19.4K shares-18.86%2025-12-312026-02-09 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF21.1K shares0.00%2025-12-312026-02-09 GWW WW GRAINGER INC COM955 shares7.18%2025-12-312026-02-09 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF18.2K shares120.63%2025-12-312026-02-09 RRR RED ROCK RESORTS INC CL A15.5K shares0.10%2025-12-312026-02-09 AGI ALAMOS GOLD INC NEW COM CL A24.7K shares1.37%2025-12-312026-02-09 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF12.6K shares31.00%2025-12-312026-02-09 RPRX ROYALTY PHARMA PLC SHS CLASS A24.4K shares1.08%2025-12-312026-02-09 IWY ISHARES RUSSELL TOP 200 GROWTH ETF3.4K shares0.60%2025-12-312026-02-09 VOOG VANGUARD S&P 500 GROWTH ETF2.1K shares61.76%2025-12-312026-02-09 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A3.8K shares-13.15%2025-12-312026-02-09 XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF18.7K shares-0.13%2025-12-312026-02-09 IWS ISHARES RUSSELL MID-CAP VALUE ETF6.5K shares11.38%2025-12-312026-02-09 LHX L3HARRIS TECHNOLOGIES INC COM3.1K shares-3.83%2025-12-312026-02-09 IRM IRON MTN INC DEL COM10.9K shares-7.65%2025-12-312026-02-09 COP CONOCOPHILLIPS COM9.6K shares-6.42%2025-12-312026-02-09 CFR CULLEN FROST BANKERS INC COM7.1K shares3.11%2025-12-312026-02-09 VMC VULCAN MATLS CO COM3.1K shares0.00%2025-12-312026-02-09 OXY OCCIDENTAL PETE CORP COM21.6K shares6.84%2025-12-312026-02-09 UGL PROSHARES ULTRA GOLD16.0K shares0.00%2025-12-312026-02-09 ECL ECOLAB INC COM3.4K shares0.00%2025-12-312026-02-09 MGK VANGUARD MEGA CAP GROWTH ETF2.1K shares-4.63%2025-12-312026-02-09 EUFN ISHARES MSCI EUROPE FINANCIALS ETF23.8K shares-1.25%2025-12-312026-02-09 IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF40.1K shares-0.34%2025-12-312026-02-09 URA GLOBAL X URANIUM ETF20.6K shares11.17%2025-12-312026-02-09 BSMV INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF41.6K shares59.99%2025-12-312026-02-09 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF22.9K shares1.62%2025-12-312026-02-09 ELAN ELANCO ANIMAL HEALTH INC COM38.5K shares0.00%2025-12-312026-02-09 MTRX MATRIX SVC CO COM74.3K shares4.17%2025-12-312026-02-09 IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF38.8K shares-5.84%2025-12-312026-02-09 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP16.6K shares0.00%2025-12-312026-02-09 CSX CSX CORP COM24.0K shares-5.37%2025-12-312026-02-09 RVTY REVVITY INC COM8.9K shares1.60%2025-12-312026-02-09 DOV DOVER CORP COM4.4K shares-26.99%2025-12-312026-02-09 FI FISERV INC COM12.8K shares-56.87%2025-12-312026-02-09 USMC PRINCIPAL U.S. MEGA-CAP ETF12.5K shares-4.46%2025-12-312026-02-09 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF46.9K shares44.29%2025-12-312026-02-09 NEA NUVEEN AMT FREE QLTY MUN INCME COM73.4K shares-4.68%2025-12-312026-02-09 DFSV DIMENSIONAL US SMALL CAP VALUE ETF25.9K shares5.94%2025-12-312026-02-09 AMP AMERIPRISE FINL INC COM1.7K shares5.55%2025-12-312026-02-09 GILD GILEAD SCIENCES INC COM6.9K shares24.76%2025-12-312026-02-09 RGLD ROYAL GOLD INC COM3.8K shares2.57%2025-12-312026-02-09 XLB MATERIALS SELECT SECTOR SPDR FUND18.5K shares98.32%2025-12-312026-02-09 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF8.0K shares1.27%2025-12-312026-02-09 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF14.0K shares1.27%2025-12-312026-02-09 TOWN TOWNEBANK PORTSMOUTH VA COM24.8K shares-1.00%2025-12-312026-02-09 RL RALPH LAUREN CORP CL A2.3K shares0.04%2025-12-312026-02-09 XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE19.0K shares-0.26%2025-12-312026-02-09 YUM YUM BRANDS INC COM5.4K shares13.91%2025-12-312026-02-09 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF7.6K shares0.00%2025-12-312026-02-09 KLAC KLA CORP COM NEW667 shares-3.19%2025-12-312026-02-09 DAR DARLING INGREDIENTS INC COM22.4K shares9.94%2025-12-312026-02-09 DIVP CULLEN ENHANCED EQUITY INCOME ETF31.6K shares262.36%2025-12-312026-02-09 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF5.5K shares0.00%2025-12-312026-02-09 MPLX MPLX LP COM UNIT REP LTD14.7K shares0.51%2025-12-312026-02-09 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF5.5K shares-18.33%2025-12-312026-02-09 DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF15.2K shares-49.34%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available