The Analysis of Center for Financial Planning, Inc.'s Holdings
Currently, Center for Financial Planning, Inc. holds 702 types of securities in its portfolio with a total value $961.1M. In the most recent quarter, they have increased their positions in VO (+16.3K shares, valued at $4.7M), AGG (+31.9K shares, valued at $3.2M), N/A (+3.5K shares, valued at $2.2M); decreased their positions in QUAL (-2.3K shares, valued at $462.6K), SPY (-511 shares, valued at $348.4K), PEG (-4.3K shares, valued at $347.3K); initiated new positions in ETR (+3.2K shares, valued at $292.4K), CLIP (+1.1K shares, valued at $112.5K), FDX (+200 shares, valued at $57.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG ISHARES TR1.0M shares3.20%2025-12-312026-02-05
IEFA ISHARES TR1.1M shares0.82%2025-12-312026-02-05 VB VANGUARD INDEX FDS255.2K shares0.59%2025-12-312026-02-05 VO VANGUARD INDEX FDS165.0K shares10.96%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F574.3K shares1.44%2025-12-312026-02-05 QUAL ISHARES TR91.9K shares-2.47%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2025-12-312026-02-05 VBR VANGUARD INDEX FDS57.3K shares-1.25%2025-12-312026-02-05 MSFT MICROSOFT CORP23.9K shares0.01%2025-12-312026-02-05 VXUS VANGUARD STAR FDS133.4K shares-1.06%2025-12-312026-02-05 AAPL APPLE INC32.0K shares-0.52%2025-12-312026-02-05 ALPHABET INC ALPHABET INC19.5K shares0.00%2025-12-312026-02-05 AMZN AMAZON COM INC24.8K shares-2.30%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.17.3K shares0.42%2025-12-312026-02-05 VUG VANGUARD INDEX FDS8.9K shares0.00%2025-12-312026-02-05 VSS VANGUARD INTL EQUITY INDEX F28.4K shares46.34%2025-12-312026-02-05 ABBV ABBVIE INC17.4K shares-3.90%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON16.0K shares1.95%2025-12-312026-02-05 LMBS FIRST TR EXCHANGE-TRADED FD66.0K shares-4.45%2025-12-312026-02-05 IJH ISHARES TR49.9K shares0.79%2025-12-312026-02-05 VBK VANGUARD INDEX FDS10.9K shares-2.49%2025-12-312026-02-05 BROADCOM INC BROADCOM INC9.4K shares-4.94%2025-12-312026-02-05 RJF RAYMOND JAMES FINL INC19.3K shares0.00%2025-12-312026-02-05 VGT VANGUARD WORLD FD4.1K shares4.09%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR4.5K shares-10.27%2025-12-312026-02-05 FSIG FIRST TR EXCHANGE-TRADED FD155.0K shares-5.54%2025-12-312026-02-05 NEE NEXTERA ENERGY INC35.5K shares-1.31%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO19.5K shares0.21%2025-12-312026-02-05 MCK MCKESSON CORP3.3K shares0.00%2025-12-312026-02-05 VTI VANGUARD INDEX FDS8.0K shares3.74%2025-12-312026-02-05 BUFR FIRST TR EXCHNG TRADED FD VI77.3K shares0.00%2025-12-312026-02-05 AXP AMERICAN EXPRESS CO6.6K shares0.00%2025-12-312026-02-05 TMO THERMO FISHER SCIENTIFIC INC4.0K shares0.00%2025-12-312026-02-05 ABT ABBOTT LABS17.7K shares0.00%2025-12-312026-02-05 VTV VANGUARD INDEX FDS11.5K shares0.00%2025-12-312026-02-05 EAGG ISHARES TR45.3K shares2.93%2025-12-312026-02-05 CRM SALESFORCE INC7.8K shares5.49%2025-12-312026-02-05 MSI MOTOROLA SOLUTIONS INC5.0K shares2.65%2025-12-312026-02-05 PEP PEPSICO INC13.3K shares-0.74%2025-12-312026-02-05 XOM EXXON MOBIL CORP15.7K shares1.40%2025-12-312026-02-05 CVX CHEVRON CORP NEW12.4K shares-1.38%2025-12-312026-02-05 VV VANGUARD INDEX FDS5.8K shares0.09%2025-12-312026-02-05 ALPHABET INC ALPHABET INC5.7K shares-10.26%2025-12-312026-02-05 SYK STRYKER CORPORATION4.9K shares-2.12%2025-12-312026-02-05 HD HOME DEPOT INC5.0K shares-0.58%2025-12-312026-02-05 CL COLGATE PALMOLIVE CO21.5K shares-0.46%2025-12-312026-02-05 NVDA NVIDIA CORPORATION8.8K shares1.19%2025-12-312026-02-05 MCD MCDONALDS CORP5.4K shares2.03%2025-12-312026-02-05 IJR ISHARES TR13.5K shares0.81%2025-12-312026-02-05 KO COCA COLA CO23.3K shares1.21%2025-12-312026-02-05 IVV ISHARES TR2.1K shares-2.35%2025-12-312026-02-05 WMT WALMART INC12.8K shares-2.01%2025-12-312026-02-05 TSLA TESLA INC3.0K shares-3.41%2025-12-312026-02-05 VTEB VANGUARD MUN BD FDS24.3K shares0.00%2025-12-312026-02-05 MMM 3M CO7.4K shares0.04%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS5.0K shares5.08%2025-12-312026-02-05 UNP UNION PAC CORP4.7K shares-2.73%2025-12-312026-02-05 ITW ILLINOIS TOOL WKS INC4.2K shares-1.76%2025-12-312026-02-05 ISTB ISHARES TR20.8K shares0.00%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS16.3K shares8.14%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC6.0K shares1.46%2025-12-312026-02-05 DTE DTE ENERGY CO7.5K shares57.26%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS3.2K shares5.01%2025-12-312026-02-05 DFUS DIMENSIONAL ETF TRUST12.2K shares0.00%2025-12-312026-02-05 EMR EMERSON ELEC CO6.8K shares0.24%2025-12-312026-02-05 IWR ISHARES TR9.0K shares0.12%2025-12-312026-02-05 DAL DELTA AIR LINES INC DEL12.3K shares0.00%2025-12-312026-02-05 IWN ISHARES TR4.7K shares-1.28%2025-12-312026-02-05 LLY ELI LILLY & CO786 shares0.13%2025-12-312026-02-05 META META PLATFORMS INC1.3K shares0.64%2025-12-312026-02-05 MPC MARATHON PETE CORP5.0K shares14.90%2025-12-312026-02-05 AMT AMERICAN TOWER CORP NEW4.6K shares-7.49%2025-12-312026-02-05 IWM ISHARES TR3.2K shares1.03%2025-12-312026-02-05 OMC OMNICOM GROUP INC9.8K shares0.00%2025-12-312026-02-05 CSCO CISCO SYS INC10.1K shares-1.05%2025-12-312026-02-05 AMD ADVANCED MICRO DEVICES INC3.5K shares-12.31%2025-12-312026-02-05 TT TRANE TECHNOLOGIES PLC1.9K shares-10.26%2025-12-312026-02-05 F FORD MTR CO55.2K shares-0.30%2025-12-312026-02-05 PGR PROGRESSIVE CORP3.2K shares0.00%2025-12-312026-02-05 DHR DANAHER CORPORATION3.1K shares0.00%2025-12-312026-02-05 IJS ISHARES TR6.1K shares0.00%2025-12-312026-02-05 VDE VANGUARD WORLD FD5.5K shares0.00%2025-12-312026-02-05 CB CHUBB LIMITED2.2K shares3.76%2025-12-312026-02-05 ADI ANALOG DEVICES INC2.4K shares-1.31%2025-12-312026-02-05 V VISA INC1.8K shares-9.74%2025-12-312026-02-05 BUFD FIRST TR EXCHNG TRADED FD VI21.9K shares0.00%2025-12-312026-02-05 DFUV DIMENSIONAL ETF TRUST13.2K shares0.00%2025-12-312026-02-05 GEV GE VERNOVA INC927 shares0.65%2025-12-312026-02-05 QSPT FIRST TR EXCHNG TRADED FD VI18.9K shares0.00%2025-12-312026-02-05 DOV DOVER CORP3.1K shares0.00%2025-12-312026-02-05 CME CME GROUP INC2.2K shares-3.47%2025-12-312026-02-05 SCHV SCHWAB STRATEGIC TR19.5K shares0.00%2025-12-312026-02-05 DAN DANA INC24.0K shares0.00%2025-12-312026-02-05 RTX RTX CORPORATION3.0K shares3.25%2025-12-312026-02-05 USB US BANCORP DEL10.4K shares0.00%2025-12-312026-02-05 GIS GENERAL MLS INC11.1K shares0.78%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC12.6K shares14.19%2025-12-312026-02-05 EVSD MORGAN STANLEY ETF TRUST9.8K shares0.00%2025-12-312026-02-05 JCI JOHNSON CTLS INTL PLC4.2K shares1.54%2025-12-312026-02-05 EFA ISHARES TR5.1K shares0.00%2025-12-312026-02-05 APD AIR PRODS & CHEMS INC1.9K shares-3.30%2025-12-312026-02-05 IYW ISHARES TR2.4K shares0.00%2025-12-312026-02-05 VHT VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-02-05 DRI DARDEN RESTAURANTS INC2.6K shares-4.38%2025-12-312026-02-05 CMI CUMMINS INC909 shares5.70%2025-12-312026-02-05 TJX TJX COS INC NEW3.0K shares-12.55%2025-12-312026-02-05 NFLX NETFLIX INC4.8K shares793.19%2025-12-312026-02-05 SPGI S&P GLOBAL INC865 shares-11.55%2025-12-312026-02-05 DIS DISNEY WALT CO3.9K shares0.13%2025-12-312026-02-05 AMGN AMGEN INC1.3K shares0.00%2025-12-312026-02-05 EFV ISHARES TR5.9K shares-21.94%2025-12-312026-02-05 O REALTY INCOME CORP7.3K shares-0.07%2025-12-312026-02-05 ALL ALLSTATE CORP1.9K shares-7.87%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC1.2K shares-16.80%2025-12-312026-02-05 NXPI NXP SEMICONDUCTORS N V1.8K shares-10.76%2025-12-312026-02-05 MUB ISHARES TR3.5K shares0.00%2025-12-312026-02-05 HBAN HUNTINGTON BANCSHARES INC21.7K shares-4.92%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE1.2K shares3.58%2025-12-312026-02-05 YUM YUM BRANDS INC2.5K shares0.00%2025-12-312026-02-05 PFE PFIZER INC14.7K shares2.90%2025-12-312026-02-05 ORCL ORACLE CORP1.9K shares-0.53%2025-12-312026-02-05 ARTY ISHARES TR6.9K shares42.21%2025-12-312026-02-05 MDLZ MONDELEZ INTL INC5.9K shares8.43%2025-12-312026-02-05 GLD SPDR GOLD TR804 shares2.81%2025-12-312026-02-05 MO ALTRIA GROUP INC5.5K shares-5.73%2025-12-312026-02-05 AJG GALLAGHER ARTHUR J & CO1.2K shares16.37%2025-12-312026-02-05 IQV IQVIA HLDGS INC1.4K shares-15.19%2025-12-312026-02-05 FIS FIDELITY NATL INFORMATION SV4.6K shares-11.99%2025-12-312026-02-05 T AT&T INC12.3K shares-3.97%2025-12-312026-02-05 ROK ROCKWELL AUTOMATION INC767 shares0.00%2025-12-312026-02-05 QMAR FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2025-12-312026-02-05 ETR ENTERGY CORP NEW3.2K sharesnew addition2025-12-312026-02-05 TIP ISHARES TR2.7K shares2.75%2025-12-312026-02-05 VYM VANGUARD WHITEHALL FDS2.0K shares2.91%2025-12-312026-02-05 CMCSA COMCAST CORP NEW9.6K shares-20.90%2025-12-312026-02-05 DTM DT MIDSTREAM INC2.4K shares-0.51%2025-12-312026-02-05 BBY BEST BUY INC4.1K shares-3.90%2025-12-312026-02-05 ASML ASML HOLDING N V257 shares4.90%2025-12-312026-02-05 IWF ISHARES TR565 shares1.25%2025-12-312026-02-05 CMG CHIPOTLE MEXICAN GRILL INC7.2K shares-10.85%2025-12-312026-02-05 UPS UNITED PARCEL SERVICE INC2.7K shares4.14%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP541 shares-8.46%2025-12-312026-02-05 ISRG INTUITIVE SURGICAL INC458 shares0.00%2025-12-312026-02-05 HSIC HENRY SCHEIN INC3.4K shares0.00%2025-12-312026-02-05 BAC BANK AMERICA CORP4.6K shares-6.11%2025-12-312026-02-05 ITOT ISHARES TR1.7K shares101.19%2025-12-312026-02-05 MFC MANULIFE FINL CORP6.9K shares8.22%2025-12-312026-02-05 ADBE ADOBE INC715 shares126.27%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW290 shares7.81%2025-12-312026-02-05 STERIS PLC STERIS PLC962 shares-2.53%2025-12-312026-02-05 SLYV SPDR SERIES TRUST2.7K shares0.00%2025-12-312026-02-05 WFC WELLS FARGO CO NEW2.6K shares3370.27%2025-12-312026-02-05 UBER UBER TECHNOLOGIES INC2.9K shares29.15%2025-12-312026-02-05 FANG DIAMONDBACK ENERGY INC1.5K shares-14.86%2025-12-312026-02-05 AON PLC AON PLC653 shares0.00%2025-12-312026-02-05 AOR ISHARES TR3.5K shares1.41%2025-12-312026-02-05 SDY SPDR SERIES TRUST1.6K shares0.00%2025-12-312026-02-05 VNQ VANGUARD INDEX FDS2.5K shares0.00%2025-12-312026-02-05 IWO ISHARES TR675 shares0.00%2025-12-312026-02-05 IYR ISHARES TR2.3K shares0.00%2025-12-312026-02-05 AMAT APPLIED MATLS INC834 shares0.00%2025-12-312026-02-05 CAT CATERPILLAR INC364 shares4.00%2025-12-312026-02-05 LCNB LCNB CORP12.7K shares0.00%2025-12-312026-02-05 APH AMPHENOL CORP NEW1.5K shares-33.30%2025-12-312026-02-05 DJT TRUMP MEDIA & TECHNOLOGY GRO14.8K shares59.19%2025-12-312026-02-05 PSA PUBLIC STORAGE OPER CO736 shares15.72%2025-12-312026-02-05 LULU LULULEMON ATHLETICA INC912 shares62.28%2025-12-312026-02-05 INTU INTUIT283 shares0.00%2025-12-312026-02-05 LUV SOUTHWEST AIRLS CO4.5K shares2.26%2025-12-312026-02-05 BA BOEING CO834 shares88.69%2025-12-312026-02-05 DXCM DEXCOM INC2.7K shares-9.01%2025-12-312026-02-05 LHX L3HARRIS TECHNOLOGIES INC606 shares-26.46%2025-12-312026-02-05 MA MASTERCARD INCORPORATED300 shares0.00%2025-12-312026-02-05 DIA SPDR DOW JONES INDL AVERAGE356 shares0.00%2025-12-312026-02-05 IVW ISHARES TR1.4K shares-13.57%2025-12-312026-02-05 EW EDWARDS LIFESCIENCES CORP1.9K shares-17.97%2025-12-312026-02-05 HAL HALLIBURTON CO5.7K shares-3.17%2025-12-312026-02-05 IWY ISHARES TR559 shares-1.41%2025-12-312026-02-05 NOW SERVICENOW INC990 shares400.00%2025-12-312026-02-05 VPU VANGUARD WORLD FD783 shares0.00%2025-12-312026-02-05 HWM HOWMET AEROSPACE INC700 shares0.00%2025-12-312026-02-05 IEF ISHARES TR1.5K shares0.00%2025-12-312026-02-05 VEU VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2025-12-312026-02-05 IDXX IDEXX LABS INC205 shares0.00%2025-12-312026-02-05 VFQY VANGUARD WELLINGTON FD900 shares0.00%2025-12-312026-02-05 MCO MOODYS CORP270 shares97.08%2025-12-312026-02-05 SO SOUTHERN CO1.5K shares13.25%2025-12-312026-02-05 NUE NUCOR CORP822 shares0.00%2025-12-312026-02-05 VOE VANGUARD INDEX FDS736 shares0.00%2025-12-312026-02-05 CRWD CROWDSTRIKE HLDGS INC274 shares0.00%2025-12-312026-02-05 AXL AMERICAN AXLE & MFG HLDGS IN20.0K shares0.00%2025-12-312026-02-05 AFL AFLAC INC1.1K shares3.59%2025-12-312026-02-05 CDNS CADENCE DESIGN SYSTEM INC394 shares-18.43%2025-12-312026-02-05 ELV ELEVANCE HEALTH INC FORMERLY349 shares-6.93%2025-12-312026-02-05 JBL JABIL INC527 shares0.00%2025-12-312026-02-05 CACI CACI INTL INC225 shares0.00%2025-12-312026-02-05 SNPS SYNOPSYS INC254 shares-10.88%2025-12-312026-02-05 NSC NORFOLK SOUTHN CORP412 shares0.00%2025-12-312026-02-05 OGE OGE ENERGY CORP2.7K shares0.00%2025-12-312026-02-05 FI FISERV INC1.7K shares-27.39%2025-12-312026-02-05 CLIP GLOBAL X FDS1.1K sharesnew addition2025-12-312026-02-05 CGDV CAPITAL GROUP DIVIDEND VALUE2.6K shares0.00%2025-12-312026-02-05 ES EVERSOURCE ENERGY1.6K shares0.00%2025-12-312026-02-05 XYZ BLOCK INC1.7K shares0.00%2025-12-312026-02-05 TSM TAIWAN SEMICONDUCTOR MFG LTD361 shares12.81%2025-12-312026-02-05 VT VANGUARD INTL EQUITY INDEX F773 shares0.00%2025-12-312026-02-05 NVO NOVO-NORDISK A S2.1K shares186.83%2025-12-312026-02-05 CVS CVS HEALTH CORP1.3K shares0.00%2025-12-312026-02-05 COIN COINBASE GLOBAL INC470 shares1.29%2025-12-312026-02-05 DFAS DIMENSIONAL ETF TRUST1.5K shares0.00%2025-12-312026-02-05 RDDT REDDIT INC458 shares0.00%2025-12-312026-02-05 SCHW SCHWAB CHARLES CORP1.0K shares0.00%2025-12-312026-02-05 STT STATE STR CORP800 shares0.00%2025-12-312026-02-05 YUMC YUM CHINA HLDGS INC2.1K shares0.00%2025-12-312026-02-05 HRB BLOCK H & R INC2.3K shares0.00%2025-12-312026-02-05 PPG PPG INDS INC968 shares0.00%2025-12-312026-02-05 PYPL PAYPAL HLDGS INC1.7K shares1.89%2025-12-312026-02-05 BMY BRISTOL-MYERS SQUIBB CO1.8K shares7.96%2025-12-312026-02-05 AZN ASTRAZENECA PLC1.1K shares0.00%2025-12-312026-02-05 QCOM QUALCOMM INC561 shares-31.59%2025-12-312026-02-05 UNM UNUM GROUP1.2K shares18.20%2025-12-312026-02-05 QBTS D-WAVE QUANTUM INC3.6K shares0.00%2025-12-312026-02-05 IEMG ISHARES INC1.4K shares5.41%2025-12-312026-02-05 LVS LAS VEGAS SANDS CORP1.4K shares0.00%2025-12-312026-02-05 RGTI RIGETTI COMPUTING INC4.2K shares-18.01%2025-12-312026-02-05 HYD VANECK ETF TRUST1.8K shares0.00%2025-12-312026-02-05 ESS ESSEX PPTY TR INC350 shares0.00%2025-12-312026-02-05 PEG PUBLIC SVC ENTERPRISE GRP IN1.1K shares-79.45%2025-12-312026-02-05 ESGU ISHARES TR588 shares0.00%2025-12-312026-02-05 PPL PPL CORP2.5K shares0.00%2025-12-312026-02-05 IJJ ISHARES TR660 shares0.00%2025-12-312026-02-05 ETFS GOLD TR ETFS GOLD TR2.1K shares0.00%2025-12-312026-02-05 LSTR LANDSTAR SYS INC600 shares0.00%2025-12-312026-02-05 BSV VANGUARD BD INDEX FDS1.1K shares0.00%2025-12-312026-02-05 DTD WISDOMTREE TR982 shares0.00%2025-12-312026-02-05 MSCI MSCI INC145 shares0.00%2025-12-312026-02-05 CTVA CORTEVA INC1.2K shares-4.05%2025-12-312026-02-05 ASAN ASANA INC6.0K shares0.00%2025-12-312026-02-05 MFM MFS MUN INCOME TR15.0K shares-50.00%2025-12-312026-02-05 EPD ENTERPRISE PRODS PARTNERS L2.5K shares0.00%2025-12-312026-02-05 RGEN REPLIGEN CORP494 shares0.00%2025-12-312026-02-05 JMEE J P MORGAN EXCHANGE TRADED F1.2K shares0.00%2025-12-312026-02-05 USPH U S PHYSICAL THERAPY1.0K shares0.00%2025-12-312026-02-05 DFAT DIMENSIONAL ETF TRUST1.3K shares0.00%2025-12-312026-02-05 ILMN ILLUMINA INC588 shares0.00%2025-12-312026-02-05 CACC CREDIT ACCEP CORP MICH170 shares0.00%2025-12-312026-02-05 RMD RESMED INC300 shares0.00%2025-12-312026-02-05 KR KROGER CO1.1K shares1.33%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR2.6K shares0.00%2025-12-312026-02-05 FE FIRSTENERGY CORP1.6K shares0.00%2025-12-312026-02-05 DDOG DATADOG INC502 shares-5.46%2025-12-312026-02-05 AMP AMERIPRISE FINL INC137 shares0.00%2025-12-312026-02-05 CARR CARRIER GLOBAL CORPORATION1.3K shares-1.47%2025-12-312026-02-05 IWV ISHARES TR171 shares-2.84%2025-12-312026-02-05 FVD FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2025-12-312026-02-05 ADM ARCHER DANIELS MIDLAND CO1.1K shares14.02%2025-12-312026-02-05 NU NU HLDGS LTD3.8K shares0.00%2025-12-312026-02-05 WBD WARNER BROS DISCOVERY INC2.2K shares0.00%2025-12-312026-02-05 MAR MARRIOTT INTL INC NEW199 shares0.00%2025-12-312026-02-05 MET METLIFE INC778 shares0.00%2025-12-312026-02-05 TRMK TRUSTMARK CORP1.5K shares0.00%2025-12-312026-02-05 FDX FEDEX CORP200 sharesnew addition2025-12-312026-02-05 COP CONOCOPHILLIPS616 shares0.00%2025-12-312026-02-05 TGT TARGET CORP583 shares0.00%2025-12-312026-02-05 OTIS OTIS WORLDWIDE CORP635 shares0.00%2025-12-312026-02-05 ICE INTERCONTINENTAL EXCHANGE IN342 shares0.00%2025-12-312026-02-05 PANW PALO ALTO NETWORKS INC294 shares0.00%2025-12-312026-02-05 VCR VANGUARD WORLD FD136 shares0.00%2025-12-312026-02-05 EGP EASTGROUP PPTYS INC300 shares0.00%2025-12-312026-02-05 SOLV SOLVENTUM CORP669 shares0.00%2025-12-312026-02-05 ADP AUTOMATIC DATA PROCESSING IN205 shares0.00%2025-12-312026-02-05 ESGD ISHARES TR549 shares0.00%2025-12-312026-02-05 DVN DEVON ENERGY CORP NEW1.4K shares-31.46%2025-12-312026-02-05 CEG CONSTELLATION ENERGY CORP145 shares88.31%2025-12-312026-02-05 IOO ISHARES TR404 shares0.00%2025-12-312026-02-05 TMUS T-MOBILE US INC249 shares0.00%2025-12-312026-02-05 BE BLOOM ENERGY CORP579 shares0.00%2025-12-312026-02-05 SBAC SBA COMMUNICATIONS CORP NEW257 shares0.00%2025-12-312026-02-05 AFG AMERICAN FINL GROUP INC OHIO363 shares0.00%2025-12-312026-02-05 GL GLOBE LIFE INC354 shares0.00%2025-12-312026-02-05 MGC VANGUARD WORLD FD195 shares0.00%2025-12-312026-02-05 URI UNITED RENTALS INC60 shares0.00%2025-12-312026-02-05 SLV ISHARES SILVER TR750 shares0.00%2025-12-312026-02-05 ACM AECOM500 shares0.00%2025-12-312026-02-05 BND VANGUARD BD INDEX FDS631 shares0.00%2025-12-312026-02-05 GNTX GENTEX CORP2.0K shares0.00%2025-12-312026-02-05 XAR SPDR SERIES TRUST191 shares0.00%2025-12-312026-02-05 INTC INTEL CORP1.2K shares-11.67%2025-12-312026-02-05 JPRE J P MORGAN EXCHANGE TRADED F981 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shares0.00%2025-12-312026-02-05 AAL AMERICAN AIRLS GROUP INC2.5K shares377.36%2025-12-312026-02-05 DOW DOW INC1.6K shares28.01%2025-12-312026-02-05 PLPC PREFORMED LINE PRODS CO185 shares0.00%2025-12-312026-02-05 APLD APPLIED DIGITAL CORP1.5K sharesnew addition2025-12-312026-02-05 BOX BOX INC1.3K shares0.00%2025-12-312026-02-05 IWD ISHARES TR176 shares0.00%2025-12-312026-02-05 EEM ISHARES TR672 shares0.90%2025-12-312026-02-05 HIG HARTFORD INSURANCE GROUP INC266 shares0.00%2025-12-312026-02-05 CXH MFS INVT GRADE MUN TR4.6K shares0.00%2025-12-312026-02-05 XYL XYLEM INC266 shares0.00%2025-12-312026-02-05 FBT FIRST TR EXCHANGE-TRADED FD175 shares0.00%2025-12-312026-02-05 ETX EATON VANCE MUN INCOME 20281.9K shares0.00%2025-12-312026-02-05 BLD TOPBUILD CORP85 shares0.00%2025-12-312026-02-05 DE DEERE & CO76 shares0.00%2025-12-312026-02-05 ATGE ADTALEM GLOBAL ED INC340 shares0.00%2025-12-312026-02-05 SCHF SCHWAB STRATEGIC TR1.4K shares0.00%2025-12-312026-02-05 EXC EXELON CORP796 shares-15.23%2025-12-312026-02-05 CHEF CHEFS WHSE INC550 shares0.00%2025-12-312026-02-05 CRWV COREWEAVE INC474 sharesnew addition2025-12-312026-02-05 EOT EATON VANCE NATL MUN OPPORT2.0K shares-66.67%2025-12-312026-02-05 FJUL FIRST TR EXCHNG TRADED FD VI600 shares0.00%2025-12-312026-02-05 PID INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2025-12-312026-02-05 FRDM EA SERIES TRUST650 shares0.00%2025-12-312026-02-05 ENB ENBRIDGE INC695 shares-26.30%2025-12-312026-02-05 KMX CARMAX INC850 shares21.43%2025-12-312026-02-05 MAS MASCO CORP517 shares0.00%2025-12-312026-02-05 ALTG ALTA EQUIPMENT GROUP INC7.0K shares0.00%2025-12-312026-02-05 BWX SPDR SERIES TRUST1.4K shares0.00%2025-12-312026-02-05 ENR ENERGIZER HLDGS INC NEW1.5K shares0.00%2025-12-312026-02-05 BHP BHP GROUP LTD500 shares0.00%2025-12-312026-02-05 BNDX VANGUARD CHARLOTTE FDS617 shares1.15%2025-12-312026-02-05 IWS ISHARES TR211 shares-14.92%2025-12-312026-02-05 MMD NYLI MACKAY DEFINEDTERM MUNI2.0K shares0.00%2025-12-312026-02-05 CENCORA INC CENCORA INC88 shares0.00%2025-12-312026-02-05 SPMD SPDR SERIES TRUST513 shares6.65%2025-12-312026-02-05 NVS NOVARTIS AG210 shares0.00%2025-12-312026-02-05 DG DOLLAR GEN CORP NEW217 shares0.00%2025-12-312026-02-05 DON WISDOMTREE TR552 shares0.00%2025-12-312026-02-05 USAR USA RARE EARTH INC2.4K sharesnew addition2025-12-312026-02-05 BABA ALIBABA GROUP HLDG LTD192 shares0.00%2025-12-312026-02-05 GLW CORNING INC320 shares0.00%2025-12-312026-02-05 ZS ZSCALER INC124 shares0.00%2025-12-312026-02-05 GDV GABELLI DIVID & INCOME TR1.0K shares0.00%2025-12-312026-02-05 CCL CARNIVAL CORP904 shares0.00%2025-12-312026-02-05 USMV ISHARES TR293 shares0.00%2025-12-312026-02-05 ADMA ADMA BIOLOGICS INC1.5K shares0.00%2025-12-312026-02-05 ACHR ARCHER AVIATION INC3.6K shares1.42%2025-12-312026-02-05 IDEV ISHARES TR323 shares0.00%2025-12-312026-02-05 AWK AMERICAN WTR WKS CO INC NEW200 shares0.00%2025-12-312026-02-05 CSX CSX CORP720 shares0.00%2025-12-312026-02-05 GEHC GE HEALTHCARE TECHNOLOGIES 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PHARMACEUTICALS INC50 shares0.00%2025-12-312026-02-05 LNG CHENIERE ENERGY INC115 shares76.92%2025-12-312026-02-05 FHLC FIDELITY COVINGTON TRUST300 shares0.00%2025-12-312026-02-05 BAX BAXTER INTL INC1.2K shares0.00%2025-12-312026-02-05 NKE NIKE INC340 shares41.67%2025-12-312026-02-05 JOBY JOBY AVIATION INC1.6K shares0.00%2025-12-312026-02-05 XLY SELECT SECTOR SPDR TR174 shares100.00%2025-12-312026-02-05 ZTS ZOETIS INC163 shares0.00%2025-12-312026-02-05 NFG NATIONAL FUEL GAS CO255 shares27.50%2025-12-312026-02-05 AHR AMERICAN HEALTHCARE REIT INC432 shares0.00%2025-12-312026-02-05 RUN SUNRUN INC1.1K shares0.00%2025-12-312026-02-05 SMH VANECK ETF TRUST56 shares0.00%2025-12-312026-02-05 LQD ISHARES TR183 shares63.39%2025-12-312026-02-05 CLF CLEVELAND-CLIFFS INC NEW1.5K sharesnew addition2025-12-312026-02-05 VCSH VANGUARD SCOTTSDALE FDS250 shares0.00%2025-12-312026-02-05 BSX BOSTON SCIENTIFIC CORP209 shares0.00%2025-12-312026-02-05 IRT INDEPENDENCE RLTY TR INC1.1K shares0.00%2025-12-312026-02-05 NET CLOUDFLARE INC100 shares0.00%2025-12-312026-02-05 GDX VANECK ETF TRUST229 shares0.00%2025-12-312026-02-05 GDRX GOODRX HLDGS INC7.0K shares75.00%2025-12-312026-02-05 HP INC HP INC850 shares22.30%2025-12-312026-02-05 NUV NUVEEN MUN VALUE FD INC2.1K shares-85.20%2025-12-312026-02-05 VLO VALERO ENERGY CORP112 shares0.00%2025-12-312026-02-05 KF KOREA FD INC500 shares0.00%2025-12-312026-02-05 VFH VANGUARD WORLD FD136 shares0.00%2025-12-312026-02-05 AEE AMEREN CORP181 shares0.00%2025-12-312026-02-05 AIZ ASSURANT INC75 shares0.00%2025-12-312026-02-05 TXN TEXAS INSTRS INC104 shares10.64%2025-12-312026-02-05 UWMC UWM HOLDINGS CORPORATION4.1K sharesnew addition2025-12-312026-02-05 CZWI CITIZENS CMNTY BANCORP INC M1.0K shares0.00%2025-12-312026-02-05 XLV SELECT SECTOR SPDR TR115 shares0.00%2025-12-312026-02-05 SHW SHERWIN WILLIAMS CO54 shares0.00%2025-12-312026-02-05 NBIS NEBIUS GROUP N.V.206 sharesnew addition2025-12-312026-02-05 MPWR MONOLITHIC PWR SYS INC19 sharesnew addition2025-12-312026-02-05 LOB LIVE OAK BANCSHARES INC500 shares0.00%2025-12-312026-02-05 KBH KB HOME300 shares0.00%2025-12-312026-02-05 MNST MONSTER BEVERAGE CORP NEW216 shares0.00%2025-12-312026-02-05 KMI KINDER MORGAN INC DEL600 shares0.00%2025-12-312026-02-05 AXGN AXOGEN INC500 shares0.00%2025-12-312026-02-05 CCJ CAMECO CORP175 shares0.00%2025-12-312026-02-05 CCLD CARECLOUD INC5.4K shares0.00%2025-12-312026-02-05 RMAX RE MAX HLDGS INC2.0K shares0.00%2025-12-312026-02-05 FBIN FORTUNE BRANDS INNOVATIONS I300 shares0.00%2025-12-312026-02-05 AME AMETEK INC71 shares0.00%2025-12-312026-02-05 NGVT INGEVITY CORP246 shares0.00%2025-12-312026-02-05 STWD STARWOOD PPTY TR INC805 shares0.00%2025-12-312026-02-05 KMB KIMBERLY-CLARK CORP143 shares26.55%2025-12-312026-02-05 GILD GILEAD SCIENCES INC115 shares0.00%2025-12-312026-02-05 PHO INVESCO EXCHANGE TRADED FD T200 shares0.00%2025-12-312026-02-05 SPG SIMON PPTY GROUP INC NEW76 shares0.00%2025-12-312026-02-05 VWOB VANGUARD WHITEHALL FDS207 shares-25.54%2025-12-312026-02-05 MBWM MERCANTILE BK CORP283 shares0.00%2025-12-312026-02-05 DNP DNP SELECT INCOME FD INC1.3K shares0.00%2025-12-312026-02-05 BBVA BANCO BILBAO VIZCAYA ARGENTA564 shares0.00%2025-12-312026-02-05 SONY SONY GROUP CORP510 shares0.00%2025-12-312026-02-05 TRV TRAVELERS COMPANIES INC45 shares0.00%2025-12-312026-02-05 HSBC HSBC HLDGS PLC163 shares0.00%2025-12-312026-02-05 SPOT SPOTIFY TECHNOLOGY S A22 shares0.00%2025-12-312026-02-05 EFG ISHARES TR110 shares0.00%2025-12-312026-02-05 MGY MAGNOLIA OIL & GAS CORP566 shares0.00%2025-12-312026-02-05 EA ELECTRONIC ARTS INC60 shares0.00%2025-12-312026-02-05 SCHO SCHWAB STRATEGIC TR501 sharesnew addition2025-12-312026-02-05 RBLX ROBLOX CORP150 shares0.00%2025-12-312026-02-05 IEV ISHARES TR172 shares244.00%2025-12-312026-02-05 OPEN OPENDOOR TECHNOLOGIES INC2.0K shares0.00%2025-12-312026-02-05 SYF SYNCHRONY FINANCIAL140 shares-87.23%2025-12-312026-02-05 SCI SERVICE CORP INTL149 shares0.00%2025-12-312026-02-05 BB BLACKBERRY LTD3.1K shares501.97%2025-12-312026-02-05 VCIT VANGUARD SCOTTSDALE FDS138 shares4.55%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC65 shares-89.43%2025-12-312026-02-05 PNC PNC FINL SVCS GROUP INC55 sharesnew addition2025-12-312026-02-05 CHI CALAMOS CONV OPPORTUNITIES &1.1K shares0.00%2025-12-312026-02-05 PSTG PURE STORAGE INC170 shares0.00%2025-12-312026-02-05 SHOP SHOPIFY INC70 shares0.00%2025-12-312026-02-05 HPE HEWLETT PACKARD ENTERPRISE C467 shares47.78%2025-12-312026-02-05 IBN ICICI BANK LIMITED371 shares0.00%2025-12-312026-02-05 EXPE EXPEDIA GROUP INC39 shares0.00%2025-12-312026-02-05 SBUX STARBUCKS CORP131 shares0.00%2025-12-312026-02-05 LEN LENNAR CORP105 shares0.00%2025-12-312026-02-05 LPLA LPL FINL HLDGS INC30 shares0.00%2025-12-312026-02-05 DBMF LITMAN GREGORY FDS TR376 sharesnew addition2025-12-312026-02-05 LIT GLOBAL X FDS159 shares0.00%2025-12-312026-02-05 NIO NIO INC2.0K shares0.00%2025-12-312026-02-05 ESML ISHARES TR218 shares0.00%2025-12-312026-02-05 NEM NEWMONT CORP100 shares0.00%2025-12-312026-02-05 SJM SMUCKER J M CO100 shares0.00%2025-12-312026-02-05 KNX KNIGHT-SWIFT TRANSN HLDGS IN187 shares0.00%2025-12-312026-02-05 ALV AUTOLIV INC82 shares0.00%2025-12-312026-02-05 UA UNDER ARMOUR INC2.0K shares0.00%2025-12-312026-02-05 ORLY OREILLY AUTOMOTIVE INC105 shares0.00%2025-12-312026-02-05 ICSH ISHARES TR188 shares0.00%2025-12-312026-02-05 BCD ABRDN ETFS305 sharesnew addition2025-12-312026-02-05 IUSB ISHARES TR199 sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available