The Analysis of CATALYST FINANCIAL PARTNERS LLC's Holdings


Currently, CATALYST FINANCIAL PARTNERS LLC holds 324 types of securities in its portfolio with a total value $896.7M. In the most recent quarter, they have increased their positions in IEFA (+89.4K shares, valued at $8.0M), IVV (+9.1K shares, valued at $6.2M), ACWI (+39.0K shares, valued at $5.5M); decreased their positions in IJR (-14.8K shares, valued at $1.8M), PG (-7.1K shares, valued at $1.0M), IJH (-11.2K shares, valued at $737.2K); initiated new positions in ACWI (+39.0K shares, valued at $5.5M), BK (+3.8K shares, valued at $443.8K), REGN (+411 shares, valued at $317.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
STT STATE STR CORP1.0M shares0.00%2025-12-312026-02-04history
IVV ISHARES TR190.7K shares5.01%2025-12-312026-02-04history
IEFA ISHARES TR737.0K shares13.80%2025-12-312026-02-04history
AAPL APPLE INC112.7K shares10.04%2025-12-312026-02-04history
IJH ISHARES TR433.8K shares-2.51%2025-12-312026-02-04history
IJR ISHARES TR233.9K shares-5.96%2025-12-312026-02-04history
NVDA NVIDIA CORPORATION142.8K shares3.49%2025-12-312026-02-04history
AGG ISHARES TR251.5K shares11.03%2025-12-312026-02-04history
Sponsored
MSFT MICROSOFT CORP47.7K shares5.56%2025-12-312026-02-04history
HTRB HARTFORD FDS EXCHANGE TRADED656.2K shares7.57%2025-12-312026-02-04history
SPY SPDR S&P 500 ETF TR27.1K shares0.39%2025-12-312026-02-04history
IEMG ISHARES INC244.4K shares10.30%2025-12-312026-02-04history
AMZN AMAZON COM INC58.7K shares6.64%2025-12-312026-02-04history
ALPHABET INC ALPHABET INC36.0K shares11.31%2025-12-312026-02-04history
ALPHABET INC ALPHABET INC35.2K shares1.47%2025-12-312026-02-04history
SMMD ISHARES TR128.3K shares34.80%2025-12-312026-02-04history
Sponsored
BROADCOM INC BROADCOM INC26.0K shares5.48%2025-12-312026-02-04history
MUB ISHARES TR80.7K shares9.15%2025-12-312026-02-04history
META META PLATFORMS INC11.0K shares12.68%2025-12-312026-02-04history
JPM JPMORGAN CHASE & CO.22.2K shares8.41%2025-12-312026-02-04history
TSLA TESLA INC13.1K shares9.59%2025-12-312026-02-04history
UFPT UFP TECHNOLOGIES INC26.5K shares-0.01%2025-12-312026-02-04history
LLY ELI LILLY & CO5.4K shares4.55%2025-12-312026-02-04history
ACWI ISHARES TR39.0K sharesnew addition2025-12-312026-02-04history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.9K shares4.25%2025-12-312026-02-04history
EFA ISHARES TR54.1K shares1.65%2025-12-312026-02-04history
JNJ JOHNSON & JOHNSON24.1K shares9.97%2025-12-312026-02-04history
XOM EXXON MOBIL CORP33.6K shares14.04%2025-12-312026-02-04history
CGGO CAPITAL GROUP GBL GROWTH EQT105.9K shares104.43%2025-12-312026-02-04history
VTI VANGUARD INDEX FDS10.9K shares1.84%2025-12-312026-02-04history
V VISA INC10.1K shares7.65%2025-12-312026-02-04history
RLY SSGA ACTIVE ETF TR111.9K shares106.11%2025-12-312026-02-04history
Sponsored
WMT WALMART INC30.9K shares15.74%2025-12-312026-02-04history
VTEB VANGUARD MUN BD FDS66.2K shares-2.35%2025-12-312026-02-04history
ABBV ABBVIE INC14.2K shares5.84%2025-12-312026-02-04history
KMB KIMBERLY-CLARK CORP28.1K shares-1.27%2025-12-312026-02-04history
CAT CATERPILLAR INC4.9K shares4.33%2025-12-312026-02-04history
PG PROCTER AND GAMBLE CO18.9K shares-27.37%2025-12-312026-02-04history
IWR ISHARES TR27.5K shares1.18%2025-12-312026-02-04history
PM PHILIP MORRIS INTL INC14.9K shares1.68%2025-12-312026-02-04history
Sponsored
MA MASTERCARD INCORPORATED4.2K shares13.22%2025-12-312026-02-04history
BAC BANK AMERICA CORP41.1K shares17.48%2025-12-312026-02-04history
NFLX NETFLIX INC24.0K shares936.69%2025-12-312026-02-04history
RTX RTX CORPORATION12.1K shares9.60%2025-12-312026-02-04history
COST COSTCO WHSL CORP NEW2.5K shares-2.02%2025-12-312026-02-04history
CSCO CISCO SYS INC27.9K shares15.14%2025-12-312026-02-04history
GE AEROSPACE GE AEROSPACE6.8K shares9.31%2025-12-312026-02-04history
ACWX ISHARES TR31.0K shares0.00%2025-12-312026-02-04history
Sponsored
UNH UNITEDHEALTH GROUP INC5.9K shares14.40%2025-12-312026-02-04history
CVX CHEVRON CORP NEW12.3K shares5.26%2025-12-312026-02-04history
MERCK & CO INC MERCK & CO INC17.6K shares15.73%2025-12-312026-02-04history
AKAM AKAMAI TECHNOLOGIES INC20.6K shares1.28%2025-12-312026-02-04history
IBM INTERNATIONAL BUSINESS MACHS6.0K shares9.86%2025-12-312026-02-04history
QCOM QUALCOMM INC10.4K shares4.18%2025-12-312026-02-04history
CEG CONSTELLATION ENERGY CORP5.0K shares28.10%2025-12-312026-02-04history
MU MICRON TECHNOLOGY INC6.1K shares9.94%2025-12-312026-02-04history
Sponsored
KO COCA COLA CO24.2K shares2.55%2025-12-312026-02-04history
PLTR PALANTIR TECHNOLOGIES INC9.3K shares17.77%2025-12-312026-02-04history
SUB ISHARES TR15.5K shares210.90%2025-12-312026-02-04history
VWO VANGUARD INTL EQUITY INDEX F30.3K shares5.10%2025-12-312026-02-04history
HD HOME DEPOT INC4.7K shares-5.34%2025-12-312026-02-04history
AMAT APPLIED MATLS INC6.3K shares12.02%2025-12-312026-02-04history
AMD ADVANCED MICRO DEVICES INC7.5K shares1.69%2025-12-312026-02-04history
CRM SALESFORCE INC6.0K shares8.81%2025-12-312026-02-04history
Sponsored
IWM ISHARES TR6.3K shares12.50%2025-12-312026-02-04history
MPC MARATHON PETE CORP9.1K shares109.03%2025-12-312026-02-04history
VIG VANGUARD SPECIALIZED FUNDS6.7K shares-0.04%2025-12-312026-02-04history
ORCL ORACLE CORP7.4K shares-1.00%2025-12-312026-02-04history
VEA VANGUARD TAX-MANAGED FDS23.1K shares-0.85%2025-12-312026-02-04history
GS GOLDMAN SACHS GROUP INC1.6K shares0.25%2025-12-312026-02-04history
ISRG INTUITIVE SURGICAL INC2.4K shares10.33%2025-12-312026-02-04history
SPDR SERIES TRUST SPDR SERIES TRUST14.0K shares10.28%2025-12-312026-02-04history
Sponsored
TJX TJX COS INC NEW8.8K shares14.76%2025-12-312026-02-04history
EATON CORP PLC EATON CORP PLC4.2K shares-2.57%2025-12-312026-02-04history
LOW LOWES COS INC5.6K shares17.65%2025-12-312026-02-04history
SCHW SCHWAB CHARLES CORP13.4K shares-0.87%2025-12-312026-02-04history
MS MORGAN STANLEY7.4K shares-0.71%2025-12-312026-02-04history
TMO THERMO FISHER SCIENTIFIC INC2.2K shares20.03%2025-12-312026-02-04history
CSX CSX CORP35.3K shares111.19%2025-12-312026-02-04history
MCD MCDONALDS CORP4.0K shares3.73%2025-12-312026-02-04history
Sponsored
WFC WELLS FARGO CO NEW13.0K shares3.06%2025-12-312026-02-04history
INTC INTEL CORP32.6K shares8.22%2025-12-312026-02-04history
GEV GE VERNOVA INC1.8K shares15.04%2025-12-312026-02-04history
TXN TEXAS INSTRS INC6.8K shares0.31%2025-12-312026-02-04history
HWM HOWMET AEROSPACE INC5.6K shares0.87%2025-12-312026-02-04history
VT VANGUARD INTL EQUITY INDEX F7.9K shares0.10%2025-12-312026-02-04history
ABT ABBOTT LABS8.8K shares-3.96%2025-12-312026-02-04history
IWY ISHARES TR3.9K shares34.29%2025-12-312026-02-04history
Sponsored
BKNG BOOKING HOLDINGS INC201 shares16.86%2025-12-312026-02-04history
PGR PROGRESSIVE CORP4.7K shares-8.41%2025-12-312026-02-04history
AXP AMERICAN EXPRESS CO2.9K shares2.44%2025-12-312026-02-04history
BLACKROCK INC BLACKROCK INC976 shares3.94%2025-12-312026-02-04history
PEP PEPSICO INC7.2K shares9.04%2025-12-312026-02-04history
NOW SERVICENOW INC6.7K shares428.58%2025-12-312026-02-04history
IVW ISHARES TR8.3K shares-1.67%2025-12-312026-02-04history
NEE NEXTERA ENERGY INC12.7K shares3.34%2025-12-312026-02-04history
Sponsored
KLAC KLA CORP814 shares3.17%2025-12-312026-02-04history
GLW CORNING INC11.2K shares9.41%2025-12-312026-02-04history
COP CONOCOPHILLIPS10.4K shares53.47%2025-12-312026-02-04history
NOC NORTHROP GRUMMAN CORP1.7K shares9.61%2025-12-312026-02-04history
LAM RESEARCH CORP LAM RESEARCH CORP5.6K shares21.85%2025-12-312026-02-04history
AMGN AMGEN INC2.9K shares0.93%2025-12-312026-02-04history
NSC NORFOLK SOUTHN CORP3.3K shares32.90%2025-12-312026-02-04history
VB VANGUARD INDEX FDS3.7K shares0.00%2025-12-312026-02-04history
Sponsored
CB CHUBB LIMITED2.9K shares16.15%2025-12-312026-02-04history
VZ VERIZON COMMUNICATIONS INC22.4K shares13.69%2025-12-312026-02-04history
LINDE PLC LINDE PLC2.1K shares-3.87%2025-12-312026-02-04history
TT TRANE TECHNOLOGIES PLC2.3K shares0.34%2025-12-312026-02-04history
MCK MCKESSON CORP1.1K shares14.14%2025-12-312026-02-04history
APH AMPHENOL CORP NEW6.7K shares17.33%2025-12-312026-02-04history
BSX BOSTON SCIENTIFIC CORP9.5K shares15.97%2025-12-312026-02-04history
JEF JEFFERIES FINL GROUP INC14.4K shares-0.02%2025-12-312026-02-04history
Sponsored
DHR DANAHER CORPORATION3.9K shares6.39%2025-12-312026-02-04history
COF CAPITAL ONE FINL CORP3.7K shares0.52%2025-12-312026-02-04history
INTU INTUIT1.3K shares9.71%2025-12-312026-02-04history
SCHX SCHWAB STRATEGIC TR31.2K shares-1.69%2025-12-312026-02-04history
T AT&T INC33.7K shares-6.15%2025-12-312026-02-04history
SPGI S&P GLOBAL INC1.6K shares8.97%2025-12-312026-02-04history
IVE ISHARES TR3.9K shares3.62%2025-12-312026-02-04history
ILCG ISHARES TR7.8K shares0.00%2025-12-312026-02-04history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR1.3K shares14.74%2025-12-312026-02-04history
VTV VANGUARD INDEX FDS4.2K shares20.39%2025-12-312026-02-04history
DIS DISNEY WALT CO6.9K shares9.94%2025-12-312026-02-04history
WAB WABTEC3.6K shares0.75%2025-12-312026-02-04history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares31.58%2025-12-312026-02-04history
BND VANGUARD BD INDEX FDS10.3K shares-24.72%2025-12-312026-02-04history
UBER UBER TECHNOLOGIES INC9.3K shares-5.63%2025-12-312026-02-04history
CMI CUMMINS INC1.5K shares11.38%2025-12-312026-02-04history
Sponsored
DE DEERE & CO1.6K shares-3.70%2025-12-312026-02-04history
MO ALTRIA GROUP INC12.6K shares-4.13%2025-12-312026-02-04history
HON HONEYWELL INTL INC3.7K shares-2.14%2025-12-312026-02-04history
ORLY OREILLY AUTOMOTIVE INC7.9K shares-1.05%2025-12-312026-02-04history
UNP UNION PAC CORP3.1K shares-0.67%2025-12-312026-02-04history
CITIGROUP INC CITIGROUP INC6.0K shares0.67%2025-12-312026-02-04history
GSAT GLOBALSTAR INC11.5K shares0.44%2025-12-312026-02-04history
ADI ANALOG DEVICES INC2.6K shares3.28%2025-12-312026-02-04history
Sponsored
ADBE ADOBE INC2.0K shares9.52%2025-12-312026-02-04history
EXC EXELON CORP15.5K shares54.49%2025-12-312026-02-04history
SYK STRYKER CORPORATION1.9K shares-7.94%2025-12-312026-02-04history
AMP AMERIPRISE FINL INC1.3K shares-0.22%2025-12-312026-02-04history
D DOMINION ENERGY INC11.1K shares11.64%2025-12-312026-02-04history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.9K shares2.01%2025-12-312026-02-04history
TMUS T-MOBILE US INC3.2K shares-2.26%2025-12-312026-02-04history
CTAS CINTAS CORP3.4K shares5.13%2025-12-312026-02-04history
Sponsored
WMB WILLIAMS COS INC10.5K shares-0.84%2025-12-312026-02-04history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.4K shares20.95%2025-12-312026-02-04history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.4K shares-1.00%2025-12-312026-02-04history
EMXC ISHARES INC8.5K shares0.00%2025-12-312026-02-04history
DVY ISHARES TR4.4K shares0.00%2025-12-312026-02-04history
VLO VALERO ENERGY CORP3.8K shares49.33%2025-12-312026-02-04history
CRWD CROWDSTRIKE HLDGS INC1.3K shares4.17%2025-12-312026-02-04history
VRTX VERTEX PHARMACEUTICALS INC1.3K shares19.57%2025-12-312026-02-04history
Sponsored
GILD GILEAD SCIENCES INC4.8K shares2.80%2025-12-312026-02-04history
ADP AUTOMATIC DATA PROCESSING IN2.3K shares-9.74%2025-12-312026-02-04history
EEM ISHARES TR10.6K shares0.00%2025-12-312026-02-04history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.5K shares-4.49%2025-12-312026-02-04history
ARISTA NETWORKS INC ARISTA NETWORKS INC4.3K shares7.32%2025-12-312026-02-04history
AIG AMERICAN INTL GROUP INC6.5K shares1.33%2025-12-312026-02-04history
MEDTRONIC PLC MEDTRONIC PLC5.6K shares0.27%2025-12-312026-02-04history
PWR QUANTA SVCS INC1.3K shares4.24%2025-12-312026-02-04history
Sponsored
DGRO ISHARES TR7.7K shares3.08%2025-12-312026-02-04history
CVS CVS HEALTH CORP6.7K shares35.67%2025-12-312026-02-04history
CMCSA COMCAST CORP NEW17.5K shares35.05%2025-12-312026-02-04history
CME CME GROUP INC1.9K shares5.98%2025-12-312026-02-04history
ONEQ FIDELITY COMWLTH TR5.6K shares0.00%2025-12-312026-02-04history
EVTR MORGAN STANLEY ETF TRUST10.0K shares0.00%2025-12-312026-02-04history
ICE INTERCONTINENTAL EXCHANGE IN3.2K shares5.16%2025-12-312026-02-04history
APP APPLOVIN CORP764 shares89.11%2025-12-312026-02-04history
Sponsored
IOO ISHARES TR4.0K shares0.00%2025-12-312026-02-04history
LMT LOCKHEED MARTIN CORP1.1K shares6.88%2025-12-312026-02-04history
IWN ISHARES TR2.8K shares0.00%2025-12-312026-02-04history
GM GENERAL MTRS CO6.2K shares0.42%2025-12-312026-02-04history
BMY BRISTOL-MYERS SQUIBB CO9.3K shares27.29%2025-12-312026-02-04history
FAST FASTENAL CO12.5K shares22.41%2025-12-312026-02-04history
PFE PFIZER INC20.1K shares11.89%2025-12-312026-02-04history
BLACKSTONE INC BLACKSTONE INC3.2K shares31.30%2025-12-312026-02-04history
Sponsored
NEM NEWMONT CORP4.9K shares24.21%2025-12-312026-02-04history
BA BOEING CO2.3K shares-3.32%2025-12-312026-02-04history
SBUX STARBUCKS CORP5.8K shares-1.89%2025-12-312026-02-04history
PNC PNC FINL SVCS GROUP INC2.3K shares52.75%2025-12-312026-02-04history
VO VANGUARD INDEX FDS1.7K shares-0.59%2025-12-312026-02-04history
WM WASTE MGMT INC DEL2.2K shares-4.71%2025-12-312026-02-04history
ITW ILLINOIS TOOL WKS INC2.0K shares-5.30%2025-12-312026-02-04history
PANW PALO ALTO NETWORKS INC2.6K shares13.97%2025-12-312026-02-04history
Sponsored
PLD PROLOGIS INC.3.8K shares2.37%2025-12-312026-02-04history
MDLZ MONDELEZ INTL INC8.8K shares-10.93%2025-12-312026-02-04history
LHX L3HARRIS TECHNOLOGIES INC1.6K shares0.56%2025-12-312026-02-04history
VANGUARD INDEX FDS VANGUARD INDEX FDS753 shares-27.25%2025-12-312026-02-04history
PH PARKER-HANNIFIN CORP531 shares4.94%2025-12-312026-02-04history
FTNT FORTINET INC5.9K shares16.86%2025-12-312026-02-04history
HIG HARTFORD INSURANCE GROUP INC3.3K shares1.61%2025-12-312026-02-04history
SPDW SPDR INDEX SHS FDS10.2K shares53.13%2025-12-312026-02-04history
Sponsored
XLG INVESCO EXCHANGE TRADED FD T7.6K shares-1.03%2025-12-312026-02-04history
HCA HCA HEALTHCARE INC964 shares1.37%2025-12-312026-02-04history
SCHB SCHWAB STRATEGIC TR17.0K shares-16.93%2025-12-312026-02-04history
BK BANK NEW YORK MELLON CORP3.8K sharesnew addition2025-12-312026-02-04history
APD AIR PRODS & CHEMS INC1.8K shares-15.99%2025-12-312026-02-04history
VST VISTRA CORP2.7K shares-2.29%2025-12-312026-02-04history
AME AMETEK INC2.1K shares60.88%2025-12-312026-02-04history
CDNS CADENCE DESIGN SYSTEM INC1.4K shares2.58%2025-12-312026-02-04history
Sponsored
AON PLC AON PLC1.2K shares-3.09%2025-12-312026-02-04history
SLV ISHARES SILVER TR6.6K shares-33.60%2025-12-312026-02-04history
IR INGERSOLL RAND INC5.4K shares-1.63%2025-12-312026-02-04history
MDY SPDR S&P MIDCAP 400 ETF TR699 shares0.00%2025-12-312026-02-04history
JCI JOHNSON CTLS INTL PLC3.5K shares3.56%2025-12-312026-02-04history
VGT VANGUARD WORLD FD559 shares19.19%2025-12-312026-02-04history
FDX FEDEX CORP1.5K shares57.92%2025-12-312026-02-04history
MNST MONSTER BEVERAGE CORP NEW5.4K shares27.05%2025-12-312026-02-04history
Sponsored
WELL WELLTOWER INC2.2K shares6.45%2025-12-312026-02-04history
BN BROOKFIELD CORP8.9K shares49.95%2025-12-312026-02-04history
IWF ISHARES TR822 shares0.00%2025-12-312026-02-04history
EQIX EQUINIX INC504 shares-4.91%2025-12-312026-02-04history
EMR EMERSON ELEC CO2.9K shares-1.31%2025-12-312026-02-04history
FCX FREEPORT-MCMORAN INC7.4K shares0.42%2025-12-312026-02-04history
TRV TRAVELERS COMPANIES INC1.3K shares5.53%2025-12-312026-02-04history
VIOO VANGUARD ADMIRAL FDS INC3.4K shares36.75%2025-12-312026-02-04history
Sponsored
SPYM SPDR SERIES TRUST4.6K shares-1.76%2025-12-312026-02-04history
HLT HILTON WORLDWIDE HLDGS INC1.3K shares5.55%2025-12-312026-02-04history
PSX PHILLIPS 662.9K shares53.03%2025-12-312026-02-04history
TAXX BONDBLOXX ETF TRUST7.2K shares0.00%2025-12-312026-02-04history
EQT CORP EQT CORP6.8K shares1.06%2025-12-312026-02-04history
MMM 3M CO2.3K shares-4.07%2025-12-312026-02-04history
MET METLIFE INC4.6K shares0.35%2025-12-312026-02-04history
MAR MARRIOTT INTL INC NEW1.2K shares4.98%2025-12-312026-02-04history
Sponsored
CINF CINCINNATI FINL CORP2.2K shares-0.63%2025-12-312026-02-04history
USB US BANCORP DEL6.7K shares-9.03%2025-12-312026-02-04history
HUBBELL INC HUBBELL INC795 shares25.79%2025-12-312026-02-04history
EA ELECTRONIC ARTS INC1.7K shares46.11%2025-12-312026-02-04history
FDVV FIDELITY COVINGTON TRUST6.0K shares0.00%2025-12-312026-02-04history
BDX BECTON DICKINSON & CO1.7K shares16.57%2025-12-312026-02-04history
AMT AMERICAN TOWER CORP NEW1.9K shares5.45%2025-12-312026-02-04history
WBD WARNER BROS DISCOVERY INC11.5K shares5.44%2025-12-312026-02-04history
Sponsored
ROP ROPER TECHNOLOGIES INC745 shares30.93%2025-12-312026-02-04history
SO SOUTHERN CO3.8K shares-1.79%2025-12-312026-02-04history
RCL ROYAL CARIBBEAN GROUP1.2K shares-4.15%2025-12-312026-02-04history
SNPS SYNOPSYS INC690 shares-15.54%2025-12-312026-02-04history
REGN REGENERON PHARMACEUTICALS411 sharesnew addition2025-12-312026-02-04history
SYF SYNCHRONY FINANCIAL3.8K shares1.23%2025-12-312026-02-04history
DYNF BLACKROCK ETF TRUST5.1K shares-6.28%2025-12-312026-02-04history
MMC MARSH & MCLENNAN COS INC1.7K shares-8.36%2025-12-312026-02-04history
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PAYX PAYCHEX INC2.8K shares-10.42%2025-12-312026-02-04history
ECL ECOLAB INC1.2K shares16.12%2025-12-312026-02-04history
ADSK AUTODESK INC1.0K shares1.66%2025-12-312026-02-04history
IDXX IDEXX LABS INC455 shares2.25%2025-12-312026-02-04history
DMAC DIAMEDICA THERAPEUTICS INC38.5K shares0.00%2025-12-312026-02-04history
SYY SYSCO CORP4.1K shares-2.91%2025-12-312026-02-04history
QUAL ISHARES TR1.5K shares-24.30%2025-12-312026-02-04history
SLB SLB LIMITED7.9K sharesnew addition2025-12-312026-02-04history
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TSM TAIWAN SEMICONDUCTOR MFG LTD990 shares-4.90%2025-12-312026-02-04history
DAL DELTA AIR LINES INC DEL4.3K sharesnew addition2025-12-312026-02-04history
CBOE CBOE GLOBAL MKTS INC1.2K sharesnew addition2025-12-312026-02-04history
MCO MOODYS CORP583 shares6.19%2025-12-312026-02-04history
IDV ISHARES TR7.5K shares0.00%2025-12-312026-02-04history
VMC VULCAN MATLS CO1.0K shares17.10%2025-12-312026-02-04history
AFL AFLAC INC2.7K shares-3.13%2025-12-312026-02-04history
ELV ELEVANCE HEALTH INC FORMERLY844 shares18.21%2025-12-312026-02-04history
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THE CIGNA GROUP THE CIGNA GROUP1.1K shares2.79%2025-12-312026-02-04history
SPG SIMON PPTY GROUP INC NEW1.6K shares2.45%2025-12-312026-02-04history
SHW SHERWIN WILLIAMS CO906 shares-6.11%2025-12-312026-02-04history
WDC WESTERN DIGITAL CORP1.7K sharesnew addition2025-12-312026-02-04history
CTSH COGNIZANT TECHNOLOGY SOLUTIO3.5K sharesnew addition2025-12-312026-02-04history
IWD ISHARES TR1.4K shares-0.43%2025-12-312026-02-04history
UPS UNITED PARCEL SERVICE INC2.8K sharesnew addition2025-12-312026-02-04history
ES EVERSOURCE ENERGY4.1K shares10.92%2025-12-312026-02-04history
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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL980 shares1.03%2025-12-312026-02-04history
JKHY HENRY JACK & ASSOC INC1.5K sharesnew addition2025-12-312026-02-04history
AIZ ASSURANT INC1.1K shares0.36%2025-12-312026-02-04history
CL COLGATE PALMOLIVE CO3.4K shares8.43%2025-12-312026-02-04history
SRE SEMPRA3.0K shares15.34%2025-12-312026-02-04history
ROK ROCKWELL AUTOMATION INC656 shares6.15%2025-12-312026-02-04history
SPYD SPDR SERIES TRUST5.8K shares0.00%2025-12-312026-02-04history
CTVA CORTEVA INC3.7K shares2.27%2025-12-312026-02-04history
Sponsored
CMG CHIPOTLE MEXICAN GRILL INC6.8K shares4.61%2025-12-312026-02-04history
HPE HEWLETT PACKARD ENTERPRISE C10.4K shares2.52%2025-12-312026-02-04history
TBUX T ROWE PRICE ETF INC5.0K sharesnew addition2025-12-312026-02-04history
GHYB GOLDMAN SACHS ETF TR5.4K shares-4.40%2025-12-312026-02-04history
DVN DEVON ENERGY CORP NEW6.7K shares3.93%2025-12-312026-02-04history
FNDX SCHWAB STRATEGIC TR9.0K shares0.00%2025-12-312026-02-04history
AEP AMERICAN ELEC PWR CO INC2.1K shares2.83%2025-12-312026-02-04history
KKR & CO INC KKR & CO INC1.8K shares12.11%2025-12-312026-02-04history
Sponsored
KMI KINDER MORGAN INC DEL8.3K shares-2.84%2025-12-312026-02-04history
FIX COMFORT SYS USA INC245 shares-6.49%2025-12-312026-02-04history
HUM HUMANA INC891 shares-5.01%2025-12-312026-02-04history
AWK AMERICAN WTR WKS CO INC NEW1.7K sharesnew addition2025-12-312026-02-04history
NTAP NETAPP INC2.1K shares20.89%2025-12-312026-02-04history
EW EDWARDS LIFESCIENCES CORP2.7K sharesnew addition2025-12-312026-02-04history
TFC TRUIST FINL CORP4.6K shares-1.54%2025-12-312026-02-04history
TDG TRANSDIGM GROUP INC170 shares10.39%2025-12-312026-02-04history
Sponsored
ROST ROSS STORES INC1.3K sharesnew addition2025-12-312026-02-04history
ENB ENBRIDGE INC4.7K shares0.00%2025-12-312026-02-04history
MLM MARTIN MARIETTA MATLS INC358 shares0.28%2025-12-312026-02-04history
FDL FIRST TR EXCHANGE-TRADED FD5.0K shares0.00%2025-12-312026-02-04history
ALL ALLSTATE CORP1.1K shares-2.66%2025-12-312026-02-04history
GWW WW GRAINGER INC219 sharesnew addition2025-12-312026-02-04history
TSCO TRACTOR SUPPLY CO4.4K shares0.11%2025-12-312026-02-04history
LEN LENNAR CORP2.1K shares12.29%2025-12-312026-02-04history
Sponsored
NKE NIKE INC3.4K shares-6.98%2025-12-312026-02-04history
VOYA VOYA FINANCIAL INC2.9K shares0.24%2025-12-312026-02-04history
AZO AUTOZONE INC64 shares16.36%2025-12-312026-02-04history
YUM YUM BRANDS INC1.4K shares0.91%2025-12-312026-02-04history
CENCORA INC CENCORA INC641 sharesnew addition2025-12-312026-02-04history
MSI MOTOROLA SOLUTIONS INC563 shares-9.63%2025-12-312026-02-04history
CROWN CASTLE INC CROWN CASTLE INC2.4K shares-16.86%2025-12-312026-02-04history
ZTS ZOETIS INC1.7K shares-19.07%2025-12-312026-02-04history
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MPWR MONOLITHIC PWR SYS INC235 sharesnew addition2025-12-312026-02-04history
AJG GALLAGHER ARTHUR J & CO823 shares-17.54%2025-12-312026-02-04history
STERIS PLC STERIS PLC836 sharesnew addition2025-12-312026-02-04history
NRG NRG ENERGY INC1.3K shares-6.24%2025-12-312026-02-04history
WTW WILLIS TOWERS WATSON PLC LTD636 shares2.25%2025-12-312026-02-04history
EFV ISHARES TR2.9K shares-22.57%2025-12-312026-02-04history
TXRH TEXAS ROADHOUSE INC1.2K sharesnew addition2025-12-312026-02-04history
CCL CARNIVAL CORP6.8K sharesnew addition2025-12-312026-02-04history
Sponsored
PYPL PAYPAL HLDGS INC3.5K shares-11.01%2025-12-312026-02-04history
PCAR PACCAR INC1.9K sharesnew addition2025-12-312026-02-04history
BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II7.7K sharesnew addition2025-12-312026-02-04history
RMD RESMED INC848 shares-2.19%2025-12-312026-02-04history
MTB M & T BK CORP1.0K sharesnew addition2025-12-312026-02-04history
OMC OMNICOM GROUP INC2.5K sharesnew addition2025-12-312026-02-04history
UTHR UNITED THERAPEUTICS CORP DEL415 sharesnew addition2025-12-312026-02-04history
DASH DOORDASH INC891 shares11.93%2025-12-312026-02-04history
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WTRG ESSENTIAL UTILS INC5.2K sharesnew addition2025-12-312026-02-04history
F FORD MTR CO14.5K shares-15.87%2025-12-312026-02-04history
ABOS ACUMEN PHARMACEUTICALS INC89.7K shares0.00%2025-12-312026-02-04history
PSEC PROSPECT CAP CORP10.0K sharesnew addition2025-12-312026-02-04history

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