The Analysis of Chicago Partners Investment Group LLC's Holdings

Currently, Chicago Partners Investment Group LLC holds 1290 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in SILJ (+162.0K shares, valued at $6.3M), N/A (+6.7K shares, valued at $4.2M), VTI (+11.2K shares, valued at $3.8M); decreased their positions in N/A (-15.3K shares, valued at $1.4M), SFLR (-29.3K shares, valued at $1.1M), AMT (-5.7K shares, valued at $1.0M); initiated new positions in SILJ (+162.0K shares, valued at $6.3M), N/A (+45.8K shares, valued at $2.9M), NXE (+178.4K shares, valued at $2.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS266.3K shares2.56%2025-12-312026-01-28

VO VANGUARD INDEX FDS386.5K shares1.76%2025-12-312026-01-28

NVDA NVIDIA CORPORATION548.4K shares-0.77%2025-12-312026-01-28

DFUS DIMENSIONAL ETF TRUST1.1M shares-0.20%2025-12-312026-01-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL156.2K shares-1.18%2025-12-312026-01-28

AAPL APPLE INC294.0K shares4.26%2025-12-312026-01-28

VUG VANGUARD INDEX FDS148.6K shares0.79%2025-12-312026-01-28

EPD ENTERPRISE PRODS PARTNERS L2.0M shares0.41%2025-12-312026-01-28

Sponsored

IJH ISHARES TR912.6K shares0.75%2025-12-312026-01-28

ET ENERGY TRANSFER L P3.4M shares1.32%2025-12-312026-01-28

MSFT MICROSOFT CORP122.7K shares1.06%2025-12-312026-01-28

SPY SPDR S&P 500 ETF TR76.9K shares0.90%2025-12-312026-01-28

SFLR INNOVATOR ETFS TRUST1.4M shares-2.12%2025-12-312026-01-28

DFAS DIMENSIONAL ETF TRUST667.6K shares2.32%2025-12-312026-01-28

VB VANGUARD INDEX FDS172.3K shares7.03%2025-12-312026-01-28

SCHX SCHWAB STRATEGIC TR1.7M shares6.41%2025-12-312026-01-28

Sponsored

IVV ISHARES TR65.3K shares7.34%2025-12-312026-01-28

DUHP DIMENSIONAL ETF TRUST1.1M shares0.51%2025-12-312026-01-28

VTI VANGUARD INDEX FDS116.2K shares10.66%2025-12-312026-01-28

IWS ISHARES TR263.3K shares-0.75%2025-12-312026-01-28

DFAC DIMENSIONAL ETF TRUST862.9K shares-2.09%2025-12-312026-01-28

AMZN AMAZON COM INC142.9K shares6.53%2025-12-312026-01-28

BLACKSTONE INC BLACKSTONE INC221.1K shares0.90%2025-12-312026-01-28

SCHM SCHWAB STRATEGIC TR951.9K shares10.85%2025-12-312026-01-28

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR45.6K shares1.87%2025-12-312026-01-28

IGSB ISHARES TR518.7K shares5.25%2025-12-312026-01-28

AVLV AMERICAN CENTY ETF TR340.0K shares0.09%2025-12-312026-01-28

MPLX MPLX LP479.6K shares-1.50%2025-12-312026-01-28

JPM JPMORGAN CHASE & CO.87.2K shares0.64%2025-12-312026-01-28

ALPHABET INC ALPHABET INC78.8K shares1.42%2025-12-312026-01-28

SCHB SCHWAB STRATEGIC TR966.4K shares1.51%2025-12-312026-01-28

DUSB DIMENSIONAL ETF TRUST505.1K shares-2.02%2025-12-312026-01-28

Sponsored

AVUS AMERICAN CENTY ETF TR218.1K shares0.98%2025-12-312026-01-28

ALPHABET INC ALPHABET INC76.2K shares3.84%2025-12-312026-01-28

INVESCO QQQ TR INVESCO QQQ TR40.0K shares6.16%2025-12-312026-01-28

AVUV AMERICAN CENTY ETF TR219.5K shares-1.41%2025-12-312026-01-28

VTV VANGUARD INDEX FDS119.7K shares-1.05%2025-12-312026-01-28

DFAI DIMENSIONAL ETF TRUST592.5K shares5.09%2025-12-312026-01-28

SCHA SCHWAB STRATEGIC TR764.3K shares10.22%2025-12-312026-01-28

LLY ELI LILLY & CO21.4K shares0.76%2025-12-312026-01-28

Sponsored

DFAX DIMENSIONAL ETF TRUST644.7K shares-2.81%2025-12-312026-01-28

JEPI J P MORGAN EXCHANGE TRADED F362.6K shares13.06%2025-12-312026-01-28

DFIC DIMENSIONAL ETF TRUST582.5K shares5.33%2025-12-312026-01-28

META META PLATFORMS INC31.8K shares5.33%2025-12-312026-01-28

OKE ONEOK INC NEW261.6K shares-2.20%2025-12-312026-01-28

BN BROOKFIELD CORP422.4K shares-1.71%2025-12-312026-01-28

AMD ADVANCED MICRO DEVICES INC76.4K shares0.38%2025-12-312026-01-28

IJR ISHARES TR152.9K shares1.15%2025-12-312026-01-28

Sponsored

GBIL GOLDMAN SACHS ETF TR195.5K shares0.37%2025-12-312026-01-28

DFSV DIMENSIONAL ETF TRUST554.7K shares2.30%2025-12-312026-01-28

WMB WILLIAMS COS INC299.4K shares-2.23%2025-12-312026-01-28

EMXC ISHARES INC236.5K shares1.55%2025-12-312026-01-28

KMI KINDER MORGAN INC DEL612.5K shares-2.88%2025-12-312026-01-28

DFCF DIMENSIONAL ETF TRUST410.4K shares7.23%2025-12-312026-01-28

BIP BROOKFIELD INFRAST PARTNERS492.8K shares-3.51%2025-12-312026-01-28

IWC ISHARES TR95.4K shares1.86%2025-12-312026-01-28

Sponsored

SPYM SPDR SERIES TRUST200.0K shares4.77%2025-12-312026-01-28

VOE VANGUARD INDEX FDS87.1K shares1.39%2025-12-312026-01-28

FDM FIRST TR EXCHANGE-TRADED FD190.5K shares-0.44%2025-12-312026-01-28

DFLV DIMENSIONAL ETF TRUST391.3K shares-4.83%2025-12-312026-01-28

STXE EA SERIES TRUST343.4K shares-0.08%2025-12-312026-01-28

ITOT ISHARES TR90.1K shares5.85%2025-12-312026-01-28

IGIB ISHARES TR242.5K shares19.33%2025-12-312026-01-28

BND VANGUARD BD INDEX FDS175.4K shares22.39%2025-12-312026-01-28

Sponsored

UCON FIRST TR EXCHNG TRADED FD VI489.9K shares-0.62%2025-12-312026-01-28

SCHF SCHWAB STRATEGIC TR481.1K shares6.13%2025-12-312026-01-28

VGSH VANGUARD SCOTTSDALE FDS206.6K shares0.92%2025-12-312026-01-28

ARCC ARES CAPITAL CORP575.6K shares0.64%2025-12-312026-01-28

V VISA INC36.6K shares-2.98%2025-12-312026-01-28

IWD ISHARES TR53.7K shares-0.01%2025-12-312026-01-28

ASTS AST SPACEMOBILE INC103.0K shares-0.54%2025-12-312026-01-28

SCHG SCHWAB STRATEGIC TR358.9K shares4.25%2025-12-312026-01-28

Sponsored

SPMO INVESCO EXCH TRADED FD TR II96.4K shares26.62%2025-12-312026-01-28

ABBV ABBVIE INC51.7K shares-0.42%2025-12-312026-01-28

VCRB VANGUARD MALVERN FDS144.4K shares21.24%2025-12-312026-01-28

MTUM ISHARES TR41.1K shares-0.12%2025-12-312026-01-28

EVV EATON VANCE LIMITED DURATION1.1M shares1.31%2025-12-312026-01-28

IEF ISHARES TR102.1K shares10.67%2025-12-312026-01-28

DFAU DIMENSIONAL ETF TRUST202.3K shares0.27%2025-12-312026-01-28

LDP COHEN & STEERS LTD DURATION448.9K shares3.64%2025-12-312026-01-28

Sponsored

AGG ISHARES TR94.8K shares14.15%2025-12-312026-01-28

IWM ISHARES TR35.5K shares0.49%2025-12-312026-01-28

IEFA ISHARES TR100.7K shares-3.10%2025-12-312026-01-28

VIG VANGUARD SPECIALIZED FUNDS41.0K shares9.05%2025-12-312026-01-28

KKR & CO INC KKR & CO INC75.3K shares6.30%2025-12-312026-01-28

OWL BLUE OWL CAPITAL INC585.7K shares-5.84%2025-12-312026-01-28

XOM EXXON MOBIL CORP65.2K shares0.48%2025-12-312026-01-28

TRGP TARGA RES CORP45.2K shares-0.09%2025-12-312026-01-28

Sponsored

FYX FIRST TR EXCHANGE-TRADED ALP71.3K shares-0.36%2025-12-312026-01-28

EFA ISHARES TR85.6K shares-2.95%2025-12-312026-01-28

FPE FIRST TR EXCH TRADED FD III464.9K shares0.62%2025-12-312026-01-28

QFLR INNOVATOR ETFS TRUST242.4K shares14.03%2025-12-312026-01-28

BROADCOM INC BROADCOM INC26.3K shares10.91%2025-12-312026-01-28

MU MICRON TECHNOLOGY INC20.8K shares5.75%2025-12-312026-01-28

ETR ENTERGY CORP NEW88.1K shares-0.31%2025-12-312026-01-28

IJS ISHARES TR66.9K shares0.13%2025-12-312026-01-28

Sponsored

TSLA TESLA INC18.0K shares-1.02%2025-12-312026-01-28

DFSD DIMENSIONAL ETF TRUST167.3K shares3.20%2025-12-312026-01-28

DEXC DIMENSIONAL ETF TRUST122.8K shares16.91%2025-12-312026-01-28

VEA VANGUARD TAX-MANAGED FDS120.4K shares2.80%2025-12-312026-01-28

FNX FIRST TR EXCHANGE-TRADED ALP58.8K shares-1.89%2025-12-312026-01-28

WMT WALMART INC66.7K shares-0.91%2025-12-312026-01-28

MCD MCDONALDS CORP25.2K shares16.73%2025-12-312026-01-28

SPMD SPDR SERIES TRUST124.9K shares2.24%2025-12-312026-01-28

Sponsored

COST COSTCO WHSL CORP NEW7.8K shares-1.07%2025-12-312026-01-28

AVDE AMERICAN CENTY ETF TR87.2K shares-0.64%2025-12-312026-01-28

CME CME GROUP INC26.2K shares-0.44%2025-12-312026-01-28

DISV DIMENSIONAL ETF TRUST177.9K shares0.25%2025-12-312026-01-28

COWZ PACER FDS TR115.7K shares-6.00%2025-12-312026-01-28

DFVX DIMENSIONAL ETF TRUST91.4K shares3.09%2025-12-312026-01-28

SCHD SCHWAB STRATEGIC TR239.9K shares0.16%2025-12-312026-01-28

VBR VANGUARD INDEX FDS30.8K shares-1.18%2025-12-312026-01-28

Sponsored

ABT ABBOTT LABS64.4K shares-1.83%2025-12-312026-01-28

MDYG SPDR SERIES TRUST70.5K shares2.67%2025-12-312026-01-28

OBDC BLUE OWL CAPITAL CORPORATION548.1K shares-4.73%2025-12-312026-01-28

SNTH TIDAL TRUST III243.5K shares48.12%2025-12-312026-01-28

FEX FIRST TR EXCHANGE-TRADED ALP54.9K shares-0.97%2025-12-312026-01-28

IBM INTERNATIONAL BUSINESS MACHS22.9K shares7.81%2025-12-312026-01-28

EBI RBB FUND TRUST111.3K shares0.00%2025-12-312026-01-28

IWR ISHARES TR64.5K shares-0.64%2025-12-312026-01-28

Sponsored

UNP UNION PAC CORP28.1K shares-0.82%2025-12-312026-01-28

IJT ISHARES TR43.0K shares2.32%2025-12-312026-01-28

NUV NUVEEN MUN VALUE FD INC707.8K shares-1.14%2025-12-312026-01-28

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC46.8K shares6.16%2025-12-312026-01-28

VUSB VANGUARD BD INDEX FDS127.5K shares33.19%2025-12-312026-01-28

FTSL FIRST TR EXCHANGE-TRADED FD138.3K shares-7.44%2025-12-312026-01-28

CSD INVESCO EXCHANGE TRADED FD T57.1K shares-5.95%2025-12-312026-01-28

SILJ AMPLIFY ETF TR162.0K sharesnew addition2025-12-312026-01-28

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F105.0K shares10.65%2025-12-312026-01-28

GEV GE VERNOVA INC9.3K shares8.30%2025-12-312026-01-28

ISHARES GOLD TR ISHARES GOLD TR65.1K shares-1.06%2025-12-312026-01-28

AVIV AMERICAN CENTY ETF TR80.6K shares-4.41%2025-12-312026-01-28

IGV ISHARES TR61.5K shares-0.39%2025-12-312026-01-28

IWV ISHARES TR14.9K shares4.47%2025-12-312026-01-28

ROCKET LAB CORP ROCKET LAB CORP65.6K shares-18.94%2025-12-312026-01-28

VGT VANGUARD WORLD FD7.7K shares4.22%2025-12-312026-01-28

Sponsored

GE AEROSPACE GE AEROSPACE19.8K shares0.26%2025-12-312026-01-28

JPST J P MORGAN EXCHANGE TRADED F114.1K shares-6.50%2025-12-312026-01-28

DIHP DIMENSIONAL ETF TRUST174.6K shares1.72%2025-12-312026-01-28

IWB ISHARES TR15.3K shares16.33%2025-12-312026-01-28

VBK VANGUARD INDEX FDS17.8K shares-0.65%2025-12-312026-01-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND20.4K shares3.86%2025-12-312026-01-28

AVDV AMERICAN CENTY ETF TR55.8K shares-2.13%2025-12-312026-01-28

FIW FIRST TR EXCHANGE-TRADED FD49.2K shares-0.09%2025-12-312026-01-28

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW46.5K shares-2.28%2025-12-312026-01-28

INTU INTUIT9.6K shares-6.22%2025-12-312026-01-28

MA MASTERCARD INCORPORATED10.2K shares0.68%2025-12-312026-01-28

JNJ JOHNSON & JOHNSON24.2K shares3.52%2025-12-312026-01-28

AJG GALLAGHER ARTHUR J & CO20.9K shares0.49%2025-12-312026-01-28

VNQ VANGUARD INDEX FDS58.3K shares-9.82%2025-12-312026-01-28

LNG CHENIERE ENERGY INC25.2K shares-1.75%2025-12-312026-01-28

TDG TRANSDIGM GROUP INC3.7K shares0.33%2025-12-312026-01-28

Sponsored

PG PROCTER AND GAMBLE CO34.3K shares-1.32%2025-12-312026-01-28

ORCL ORACLE CORP29.1K shares16.76%2025-12-312026-01-28

XLK SELECT SECTOR SPDR TR35.4K shares103.39%2025-12-312026-01-28

GLD SPDR GOLD TR11.2K shares58.90%2025-12-312026-01-28

MDYV SPDR SERIES TRUST57.3K shares5.27%2025-12-312026-01-28

AVEM AMERICAN CENTY ETF TR60.2K shares-1.16%2025-12-312026-01-28

DFAR DIMENSIONAL ETF TRUST213.3K shares5.73%2025-12-312026-01-28

PWB INVESCO EXCHANGE TRADED FD T35.8K shares0.65%2025-12-312026-01-28

Sponsored

IWF ISHARES TR10.2K shares2.98%2025-12-312026-01-28

DEHP DIMENSIONAL ETF TRUST136.9K shares-0.24%2025-12-312026-01-28

IVE ISHARES TR21.8K shares-2.19%2025-12-312026-01-28

CG CARLYLE GROUP INC77.1K shares0.51%2025-12-312026-01-28

FTEC FIDELITY COVINGTON TRUST20.8K shares1.28%2025-12-312026-01-28

AVMC AMERICAN CENTY ETF TR63.2K shares2.25%2025-12-312026-01-28

FTHI FIRST TR EXCHANGE TRADED FD189.9K shares111.01%2025-12-312026-01-28

FXL FIRST TR EXCHANGE TRADED FD25.9K shares-4.26%2025-12-312026-01-28

Sponsored

ICSH ISHARES TR88.1K shares-16.76%2025-12-312026-01-28

DGRO ISHARES TR61.9K shares16.58%2025-12-312026-01-28

JHMM JOHN HANCOCK EXCHANGE TRADED63.8K shares2.67%2025-12-312026-01-28

JPC NUVEEN PFD & INCOME OPPORTUN536.1K shares0.68%2025-12-312026-01-28

IREN IREN LIMITED76.2K shares11.47%2025-12-312026-01-28

CWB SPDR SERIES TRUST45.9K shares0.27%2025-12-312026-01-28

CAIE CALAMOS ETF TR156.3K shares105.37%2025-12-312026-01-28

AVRE AMERICAN CENTY ETF TR94.4K shares-0.75%2025-12-312026-01-28

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD105.8K shares-5.57%2025-12-312026-01-28

AVSC AMERICAN CENTY ETF TR66.0K shares-1.56%2025-12-312026-01-28

FVD FIRST TR EXCHANGE-TRADED FD87.5K shares-2.81%2025-12-312026-01-28

ARES ARES MANAGEMENT CORPORATION25.9K shares4.27%2025-12-312026-01-28

GLW CORNING INC43.3K shares-5.87%2025-12-312026-01-28

HD HOME DEPOT INC10.5K shares-8.96%2025-12-312026-01-28

MERCK & CO INC MERCK & CO INC37.2K shares17.22%2025-12-312026-01-28

PAA PLAINS ALL AMERN PIPELINE L205.1K shares-2.86%2025-12-312026-01-28

Sponsored

SLYG SPDR SERIES TRUST39.0K shares4.27%2025-12-312026-01-28

VYM VANGUARD WHITEHALL FDS26.4K shares-4.73%2025-12-312026-01-28

SDY SPDR SERIES TRUST26.4K shares9.45%2025-12-312026-01-28

SLYV SPDR SERIES TRUST39.2K shares3.53%2025-12-312026-01-28

PLTR PALANTIR TECHNOLOGIES INC22.1K shares-15.00%2025-12-312026-01-28

IXUS ISHARES TR41.6K shares1.42%2025-12-312026-01-28

LAM RESEARCH CORP LAM RESEARCH CORP16.9K shares-0.66%2025-12-312026-01-28

MUB ISHARES TR34.0K shares-10.87%2025-12-312026-01-28

Sponsored

PAGP PLAINS GP HLDGS L P179.7K shares1.74%2025-12-312026-01-28

EEM ISHARES TR61.8K shares3.93%2025-12-312026-01-28

ISCV ISHARES TR50.3K shares0.40%2025-12-312026-01-28

DFSU DIMENSIONAL ETF TRUST81.6K shares11.56%2025-12-312026-01-28

TDIV FIRST TR EXCHANGE TRADED FD36.1K shares-4.86%2025-12-312026-01-28

ALPS ETF TR ALPS ETF TR71.5K shares7.35%2025-12-312026-01-28

SPSM SPDR SERIES TRUST70.3K shares-3.37%2025-12-312026-01-28

CVX CHEVRON CORP NEW20.9K shares-12.81%2025-12-312026-01-28

Sponsored

AMT AMERICAN TOWER CORP NEW19.4K shares-22.72%2025-12-312026-01-28

SPYG SPDR SERIES TRUST32.1K shares7.23%2025-12-312026-01-28

VTIP VANGUARD MALVERN FDS69.2K shares5.04%2025-12-312026-01-28

SPYV SPDR SERIES TRUST58.9K shares32.91%2025-12-312026-01-28

FPX FIRST TR EXCHANGE-TRADED FD20.5K shares0.79%2025-12-312026-01-28

ENB ENBRIDGE INC70.2K shares0.13%2025-12-312026-01-28

VTEB VANGUARD MUN BD FDS66.5K shares6.27%2025-12-312026-01-28

GS GOLDMAN SACHS GROUP INC3.6K shares5.13%2025-12-312026-01-28

Sponsored

VOT VANGUARD INDEX FDS11.7K shares-1.46%2025-12-312026-01-28

XC WISDOMTREE TR97.2K shares4.48%2025-12-312026-01-28

XMMO INVESCO EXCHANGE TRADED FD T22.8K shares65.80%2025-12-312026-01-28

ABNB AIRBNB INC24.4K shares5.39%2025-12-312026-01-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.2K shares21.46%2025-12-312026-01-28

PEP PEPSICO INC22.3K shares-1.56%2025-12-312026-01-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T65.7K shares-0.09%2025-12-312026-01-28

DFEV DIMENSIONAL ETF TRUST87.9K shares2.10%2025-12-312026-01-28

Sponsored

WFC WELLS FARGO CO NEW36.4K shares3.15%2025-12-312026-01-28

VONG VANGUARD SCOTTSDALE FDS26.3K shares-0.14%2025-12-312026-01-28

CSCO CISCO SYS INC42.2K shares7.94%2025-12-312026-01-28

DJP BARCLAYS BANK PLC74.0K shares-3.87%2025-12-312026-01-28

TIP ISHARES TR27.6K shares2.97%2025-12-312026-01-28

STIP ISHARES TR29.6K shares12.09%2025-12-312026-01-28

KO COCA COLA CO41.5K shares1.52%2025-12-312026-01-28

IHI ISHARES TR50.1K shares5.29%2025-12-312026-01-28

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC22.1K shares24.59%2025-12-312026-01-28

SCHW SCHWAB CHARLES CORP29.4K shares-2.96%2025-12-312026-01-28

VCSH VANGUARD SCOTTSDALE FDS37.1K shares-3.68%2025-12-312026-01-28

DVY ISHARES TR20.0K shares1.59%2025-12-312026-01-28

DSI ISHARES TR22.5K shares-1.73%2025-12-312026-01-28

INTC INTEL CORP65.5K shares-12.67%2025-12-312026-01-28

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD57.0K shares-8.21%2025-12-312026-01-28

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO45.8K sharesnew addition2025-12-312026-01-28

Sponsored

MACH NATURAL RESOURCES LP MACH NATURAL RESOURCES LP248.1K shares2.09%2025-12-312026-01-28

MCO MOODYS CORP5.4K shares-9.42%2025-12-312026-01-28

PWR QUANTA SVCS INC6.0K shares-17.19%2025-12-312026-01-28

COF CAPITAL ONE FINL CORP12.8K shares36.69%2025-12-312026-01-28

DFGR DIMENSIONAL ETF TRUST102.2K shares0.84%2025-12-312026-01-28

BAC BANK AMERICA CORP52.6K shares2.58%2025-12-312026-01-28

IBIT ISHARES BITCOIN TRUST ETF53.6K shares51.48%2025-12-312026-01-28

CITIGROUP INC CITIGROUP INC23.9K shares-0.70%2025-12-312026-01-28

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MSTR STRATEGY INC16.5K shares13.27%2025-12-312026-01-28

RTX RTX CORPORATION13.7K shares9.69%2025-12-312026-01-28

WM WASTE MGMT INC DEL11.7K shares4.77%2025-12-312026-01-28

BA BOEING CO10.4K shares-10.34%2025-12-312026-01-28

ADM ARCHER DANIELS MIDLAND CO38.3K shares-0.35%2025-12-312026-01-28

AMAT APPLIED MATLS INC8.0K shares11.47%2025-12-312026-01-28

QDPL PACER FDS TR59.9K shares-2.45%2025-12-312026-01-28

TSM TAIWAN SEMICONDUCTOR MFG LTD7.6K shares9.97%2025-12-312026-01-28

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NFLX NETFLIX INC29.2K shares840.84%2025-12-312026-01-28

MPC MARATHON PETE CORP14.3K shares-2.28%2025-12-312026-01-28

AXP AMERICAN EXPRESS CO6.9K shares0.59%2025-12-312026-01-28

QUAL ISHARES TR12.2K shares-3.15%2025-12-312026-01-28

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO54.2K shares-2.90%2025-12-312026-01-28

DHR DANAHER CORPORATION10.5K shares-6.54%2025-12-312026-01-28

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.8K shares16.50%2025-12-312026-01-28

QCOM QUALCOMM INC15.7K shares11.07%2025-12-312026-01-28

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UNH UNITEDHEALTH GROUP INC6.8K shares-24.48%2025-12-312026-01-28

VXUS VANGUARD STAR FDS30.2K shares-4.74%2025-12-312026-01-28

BMY BRISTOL-MYERS SQUIBB CO43.9K shares84.78%2025-12-312026-01-28

PHO INVESCO EXCHANGE TRADED FD T32.0K shares0.01%2025-12-312026-01-28

PM PHILIP MORRIS INTL INC13.7K shares9.69%2025-12-312026-01-28

VT VANGUARD INTL EQUITY INDEX F16.2K shares26.14%2025-12-312026-01-28

PSFF PACER FDS TR71.2K shares1.21%2025-12-312026-01-28

DFUV DIMENSIONAL ETF TRUST47.4K shares-0.46%2025-12-312026-01-28

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IQLT ISHARES TR48.5K shares0.46%2025-12-312026-01-28

EXPE EXPEDIA GROUP INC8.4K shares3.98%2025-12-312026-01-28

DLN WISDOMTREE TR25.3K shares0.27%2025-12-312026-01-28

VCIT VANGUARD SCOTTSDALE FDS27.0K shares29.63%2025-12-312026-01-28

ASML ASML HOLDING N V1.6K shares-10.40%2025-12-312026-01-28

FRI FIRST TR EXCHANGE-TRADED FD80.5K shares-3.98%2025-12-312026-01-28

NXE NEXGEN ENERGY LTD178.4K sharesnew addition2025-12-312026-01-28

NEE NEXTERA ENERGY INC26.3K shares10.83%2025-12-312026-01-28

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IEMG ISHARES INC30.8K shares13.36%2025-12-312026-01-28

SHOP SHOPIFY INC16.1K shares13.58%2025-12-312026-01-28

SOXX ISHARES TR6.3K shares46.89%2025-12-312026-01-28

VWO VANGUARD INTL EQUITY INDEX F38.2K shares-2.71%2025-12-312026-01-28

CAT CATERPILLAR INC3.4K shares12.91%2025-12-312026-01-28

VIGI VANGUARD WHITEHALL FDS23.0K shares4.91%2025-12-312026-01-28

SUSA ISHARES TR15.1K shares4.30%2025-12-312026-01-28

CNC CENTENE CORP DEL45.8K shares114.14%2025-12-312026-01-28

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PFE PFIZER INC82.3K shares-4.92%2025-12-312026-01-28

EQT CORP EQT CORP37.6K shares-1.65%2025-12-312026-01-28

HDV ISHARES TR16.1K shares-2.04%2025-12-312026-01-28

LMT LOCKHEED MARTIN CORP3.5K shares50.17%2025-12-312026-01-28

NOC NORTHROP GRUMMAN CORP3.0K shares-19.57%2025-12-312026-01-28

HYLS FIRST TR EXCHANGE-TRADED FD48.9K shares2.37%2025-12-312026-01-28

VTC VANGUARD SCOTTSDALE FDS25.9K shares31.07%2025-12-312026-01-28

AMGN AMGEN INC5.8K shares-0.71%2025-12-312026-01-28

Sponsored

SBUX STARBUCKS CORP20.6K shares13.27%2025-12-312026-01-28

SHYG ISHARES TR46.4K shares1.18%2025-12-312026-01-28

AVMV AMERICAN CENTY ETF TR26.8K shares7.06%2025-12-312026-01-28

SPTM SPDR SERIES TRUST23.8K shares0.24%2025-12-312026-01-28

CVS CVS HEALTH CORP23.6K shares0.72%2025-12-312026-01-28

CRM SALESFORCE INC8.6K shares2.01%2025-12-312026-01-28

PJUL INNOVATOR ETFS TRUST41.3K shares0.00%2025-12-312026-01-28

ZM ZOOM COMMUNICATIONS INC22.5K shares28.38%2025-12-312026-01-28

Sponsored

LINDE PLC LINDE PLC4.3K shares0.19%2025-12-312026-01-28

VFQY VANGUARD WELLINGTON FD12.1K shares-14.78%2025-12-312026-01-28

IVW ISHARES TR15.4K shares8.86%2025-12-312026-01-28

DGRW WISDOMTREE TR20.8K shares-4.43%2025-12-312026-01-28

SUB ISHARES TR17.6K shares23.45%2025-12-312026-01-28

HODL VANECK BITCOIN ETF74.6K shares14.51%2025-12-312026-01-28

PFXF VANECK ETF TRUST102.0K shares-5.01%2025-12-312026-01-28

CRWD CROWDSTRIKE HLDGS INC4.2K shares5.83%2025-12-312026-01-28

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EPS WISDOMTREE TR26.1K shares0.20%2025-12-312026-01-28

CB CHUBB LIMITED6.2K shares52.72%2025-12-312026-01-28

ILMN ILLUMINA INC12.3K shares24.44%2025-12-312026-01-28

DFEM DIMENSIONAL ETF TRUST51.6K shares-5.67%2025-12-312026-01-28

WDC WESTERN DIGITAL CORP7.7K shares21.44%2025-12-312026-01-28

SPHQ INVESCO EXCHANGE TRADED FD T23.7K shares116.39%2025-12-312026-01-28

ISRG INTUITIVE SURGICAL INC3.5K shares23.41%2025-12-312026-01-28

EATON CORP PLC EATON CORP PLC5.5K shares21.30%2025-12-312026-01-28

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ESML ISHARES TR36.8K shares0.20%2025-12-312026-01-28

BSV VANGUARD BD INDEX FDS22.9K shares-0.01%2025-12-312026-01-28

CALF PACER FDS TR39.7K shares-10.17%2025-12-312026-01-28

MS MORGAN STANLEY10.1K shares4.73%2025-12-312026-01-28

ESGD ISHARES TR18.1K shares1.86%2025-12-312026-01-28

ORLY OREILLY AUTOMOTIVE INC18.1K shares2.99%2025-12-312026-01-28

ADBE ADOBE INC5.9K shares-7.94%2025-12-312026-01-28

DON WISDOMTREE TR33.0K shares-6.87%2025-12-312026-01-28

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CMI CUMMINS INC3.1K shares10.68%2025-12-312026-01-28

PFF ISHARES TR55.1K shares-5.94%2025-12-312026-01-28

PNC PNC FINL SVCS GROUP INC8.0K shares11.90%2025-12-312026-01-28

EMR EMERSON ELEC CO11.9K shares6.48%2025-12-312026-01-28

VV VANGUARD INDEX FDS5.4K shares1.08%2025-12-312026-01-28

IWP ISHARES TR12.3K shares-0.37%2025-12-312026-01-28

JBHT HUNT J B TRANS SVCS INC8.2K shares11.37%2025-12-312026-01-28

URNJ SPROTT FDS TR47.0K sharesnew addition2025-12-312026-01-28

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ESGU ISHARES TR11.3K shares-2.80%2025-12-312026-01-28

FIX COMFORT SYS USA INC1.5K shares60.51%2025-12-312026-01-28

IJJ ISHARES TR12.1K shares0.22%2025-12-312026-01-28

TGT TARGET CORP15.5K shares34.56%2025-12-312026-01-28

MOAT VANECK ETF TRUST15.6K shares-1.15%2025-12-312026-01-28

PSX PHILLIPS 6611.7K shares2.88%2025-12-312026-01-28

ROP ROPER TECHNOLOGIES INC4.1K shares14.79%2025-12-312026-01-28

AVLC AMERICAN CENTY ETF TR20.5K shares4.30%2025-12-312026-01-28

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HCA HCA HEALTHCARE INC3.5K shares7.12%2025-12-312026-01-28

NEM NEWMONT CORP13.0K shares73.52%2025-12-312026-01-28

IVOG VANGUARD ADMIRAL FDS INC12.5K shares0.00%2025-12-312026-01-28

SYK STRYKER CORPORATION4.5K shares11.00%2025-12-312026-01-28

MNST MONSTER BEVERAGE CORP NEW19.4K shares4.78%2025-12-312026-01-28

APH AMPHENOL CORP NEW10.5K shares2.96%2025-12-312026-01-28

PTLO PORTILLOS INC260.9K shares0.08%2025-12-312026-01-28

GM GENERAL MTRS CO19.3K shares-1.82%2025-12-312026-01-28

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FNDX SCHWAB STRATEGIC TR54.3K shares-6.64%2025-12-312026-01-28

XBJL INNOVATOR ETFS TRUST39.8K shares-33.96%2025-12-312026-01-28

T AT&T INC64.7K shares0.47%2025-12-312026-01-28

DFAW DIMENSIONAL ETF TRUST19.6K shares2.20%2025-12-312026-01-28

BKNG BOOKING HOLDINGS INC294 shares59.78%2025-12-312026-01-28

PAYX PAYCHEX INC14.0K shares2.23%2025-12-312026-01-28

TRIN TRINITY CAP INC89.8K shares-4.47%2025-12-312026-01-28

TJX TJX COS INC NEW9.7K shares14.22%2025-12-312026-01-28

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HIO WESTERN ASSET HIGH INCOME OP398.9K shares1.16%2025-12-312026-01-28

PCG PG&E CORP98.7K shares80.63%2025-12-312026-01-28

CEG CONSTELLATION ENERGY CORP5.1K shares-15.21%2025-12-312026-01-28

EIX EDISON INTL23.8K shares128.73%2025-12-312026-01-28

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-28

SCHZ SCHWAB STRATEGIC TR61.4K shares35.75%2025-12-312026-01-28

VZ VERIZON COMMUNICATIONS INC36.4K shares-1.73%2025-12-312026-01-28

DFIV DIMENSIONAL ETF TRUST27.4K shares0.66%2025-12-312026-01-28

Sponsored

XSD SPDR SERIES TRUST4.0K shares0.02%2025-12-312026-01-28

USAC USA COMPRESSION PARTNERS LP56.6K shares-14.80%2025-12-312026-01-28

CMCSA COMCAST CORP NEW48.5K shares115.33%2025-12-312026-01-28

BMAY INNOVATOR ETFS TRUST31.3K shares-4.58%2025-12-312026-01-28

VONV VANGUARD SCOTTSDALE FDS14.7K shares-7.23%2025-12-312026-01-28

HON HONEYWELL INTL INC6.3K shares37.17%2025-12-312026-01-28

DAL DELTA AIR LINES INC DEL20.6K shares31.60%2025-12-312026-01-28

VEU VANGUARD INTL EQUITY INDEX F18.0K shares0.27%2025-12-312026-01-28

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PAG PENSKE AUTOMOTIVE GRP INC8.8K shares-5.68%2025-12-312026-01-28

INDA ISHARES TR27.2K shares-2.34%2025-12-312026-01-28

CROWN CASTLE INC CROWN CASTLE INC16.1K shares-28.37%2025-12-312026-01-28

USB US BANCORP DEL25.1K shares9.36%2025-12-312026-01-28

DFAE DIMENSIONAL ETF TRUST39.6K shares0.98%2025-12-312026-01-28

FDX FEDEX CORP4.6K shares7.37%2025-12-312026-01-28

EFAA INVESCO ACTIVELY MANAGED EXC25.1K sharesnew addition2025-12-312026-01-28

IBB ISHARES TR7.9K shares0.10%2025-12-312026-01-28

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD27.6K shares-0.22%2025-12-312026-01-28

NVO NOVO-NORDISK A S22.1K shares8.27%2025-12-312026-01-28

MEDTRONIC PLC MEDTRONIC PLC13.6K shares-1.31%2025-12-312026-01-28

IVOL KRANESHARES TRUST72.3K shares-25.98%2025-12-312026-01-28

FTSM FIRST TR EXCHANGE-TRADED FD22.6K shares-16.65%2025-12-312026-01-28

IOO ISHARES TR10.6K shares4.93%2025-12-312026-01-28

VSGX VANGUARD WORLD FD17.9K shares-2.03%2025-12-312026-01-28

SCHV SCHWAB STRATEGIC TR43.8K shares34.72%2025-12-312026-01-28

Sponsored

TER TERADYNE INC5.9K shares23.21%2025-12-312026-01-28

SPBC SIMPLIFY EXCHANGE TRADED FUN29.7K shares2.58%2025-12-312026-01-28

EU ENCORE ENERGY CORP406.8K sharesnew addition2025-12-312026-01-28

USHY ISHARES TR35.4K shares343.21%2025-12-312026-01-28

APP APPLOVIN CORP2.5K shares24.02%2025-12-312026-01-28

IUSG ISHARES TR7.8K shares-1.31%2025-12-312026-01-28

PJUN INNOVATOR ETFS TRUST31.2K shares0.00%2025-12-312026-01-28

NSC NORFOLK SOUTHN CORP4.5K shares0.11%2025-12-312026-01-28

Sponsored

THE CIGNA GROUP THE CIGNA GROUP4.6K shares27.50%2025-12-312026-01-28

QTEC FIRST TR EXCHANGE-TRADED FD5.4K shares0.90%2025-12-312026-01-28

DG DOLLAR GEN CORP NEW8.8K shares10.03%2025-12-312026-01-28

SPGI S&P GLOBAL INC2.4K shares11.72%2025-12-312026-01-28

CFG CITIZENS FINL GROUP INC20.4K shares44.06%2025-12-312026-01-28

NOW SERVICENOW INC9.6K shares504.73%2025-12-312026-01-28

FDN FIRST TR EXCHANGE-TRADED FD4.9K shares0.00%2025-12-312026-01-28

CL COLGATE PALMOLIVE CO14.7K shares56.72%2025-12-312026-01-28

Sponsored

UJUL INNOVATOR ETFS TRUST32.6K shares0.00%2025-12-312026-01-28

LOW LOWES COS INC4.6K shares-3.15%2025-12-312026-01-28

ITA ISHARES TR5.3K shares-5.94%2025-12-312026-01-28

HWM HOWMET AEROSPACE INC5.8K shares6.48%2025-12-312026-01-28

RL RALPH LAUREN CORP3.4K shares20.75%2025-12-312026-01-28

UPS UNITED PARCEL SERVICE INC11.5K shares18.92%2025-12-312026-01-28

TSN TYSON FOODS INC20.0K shares18.92%2025-12-312026-01-28

CMG CHIPOTLE MEXICAN GRILL INC30.1K shares129.05%2025-12-312026-01-28

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T16.0K shares85.05%2025-12-312026-01-28

NFRA FLEXSHARES TR20.3K shares-2.53%2025-12-312026-01-28

G GENPACT LIMITED26.9K shares79.25%2025-12-312026-01-28

OEF ISHARES TR3.6K shares2.22%2025-12-312026-01-28

DIA SPDR DOW JONES INDL AVERAGE2.5K shares75.62%2025-12-312026-01-28

SHW SHERWIN WILLIAMS CO3.4K shares1.90%2025-12-312026-01-28

TT TRANE TECHNOLOGIES PLC3.1K shares-0.55%2025-12-312026-01-28

CCK CROWN HLDGS INC11.5K shares40.21%2025-12-312026-01-28

Sponsored

SPGM SPDR INDEX SHS FDS15.0K shares0.27%2025-12-312026-01-28

IDEV ISHARES TR13.7K shares-4.37%2025-12-312026-01-28

FEM FIRST TR EXCH TRD ALPHDX FD39.1K shares0.91%2025-12-312026-01-28

TPR TAPESTRY INC8.9K shares0.82%2025-12-312026-01-28

FCX FREEPORT-MCMORAN INC19.2K shares68.55%2025-12-312026-01-28

CW CURTISS WRIGHT CORP1.8K shares23.00%2025-12-312026-01-28

MMM 3M CO7.1K shares9.89%2025-12-312026-01-28

EXC EXELON CORP26.1K shares4.43%2025-12-312026-01-28

Sponsored

ALL ALLSTATE CORP5.9K shares2.52%2025-12-312026-01-28

DFSI DIMENSIONAL ETF TRUST25.6K shares24.46%2025-12-312026-01-28

ULTA ULTA BEAUTY INC1.7K shares0.18%2025-12-312026-01-28

JRI NUVEEN REAL ASSET INCOME & G83.0K shares-4.67%2025-12-312026-01-28

FTA FIRST TR EXCHANGE-TRADED ALP12.7K shares-9.78%2025-12-312026-01-28

KLAC KLA CORP747 shares0.67%2025-12-312026-01-28

MEDP MEDPACE HLDGS INC1.9K shares63.93%2025-12-312026-01-28

SNOW SNOWFLAKE INC5.4K shares-20.58%2025-12-312026-01-28

Sponsored

SCHE SCHWAB STRATEGIC TR32.4K shares4.88%2025-12-312026-01-28

CSGP COSTAR GROUP INC16.8K shares17.06%2025-12-312026-01-28

ATLASSIAN CORPORATION ATLASSIAN CORPORATION8.4K shares69.49%2025-12-312026-01-28

FIVE FIVE BELOW INC5.8K shares19.71%2025-12-312026-01-28

DNN DENISON MINES CORP282.6K sharesnew addition2025-12-312026-01-28

VRT VERTIV HOLDINGS CO6.0K shares-5.95%2025-12-312026-01-28

SSO PROSHARES TR18.6K shares100.38%2025-12-312026-01-28

RDVY FIRST TR EXCHANGE TRADED FD15.2K shares4.12%2025-12-312026-01-28

Sponsored

ADP AUTOMATIC DATA PROCESSING IN4.2K shares-4.10%2025-12-312026-01-28

DE DEERE & CO2.1K shares10.82%2025-12-312026-01-28

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC11.0K shares-8.67%2025-12-312026-01-28

ISCF ISHARES TR24.4K shares0.00%2025-12-312026-01-28

NYF ISHARES TR20.0K shares0.13%2025-12-312026-01-28

WTM WHITE MTNS INS GROUP LTD523 shares1.36%2025-12-312026-01-28

DRI DARDEN RESTAURANTS INC5.2K shares0.04%2025-12-312026-01-28

IQV IQVIA HLDGS INC4.6K shares39.69%2025-12-312026-01-28

Sponsored

UAL UNITED AIRLS HLDGS INC9.9K shares46.50%2025-12-312026-01-28

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II14.6K shares-5.12%2025-12-312026-01-28

NTRS NORTHERN TR CORP7.2K shares18.40%2025-12-312026-01-28

EVRG EVERGY INC14.0K shares4.19%2025-12-312026-01-28

AROC ARCHROCK INC38.1K shares-0.40%2025-12-312026-01-28

CEFS EXCHANGE LISTED FDS TR45.5K shares-10.69%2025-12-312026-01-28

FTCS FIRST TR EXCHANGE-TRADED FD10.9K shares-1.15%2025-12-312026-01-28

DFIS DIMENSIONAL ETF TRUST29.7K shares-8.12%2025-12-312026-01-28

Sponsored

PANW PALO ALTO NETWORKS INC5.8K shares-11.57%2025-12-312026-01-28

SYF SYNCHRONY FINANCIAL13.5K shares3.36%2025-12-312026-01-28

EQWL INVESCO EXCHANGE TRADED FD T8.6K shares74.99%2025-12-312026-01-28

XLE SELECT SECTOR SPDR TR21.0K shares84.36%2025-12-312026-01-28

RPM RPM INTL INC9.4K shares-2.64%2025-12-312026-01-28

GRMN GARMIN LTD5.0K shares-34.58%2025-12-312026-01-28

MO ALTRIA GROUP INC16.6K shares-9.65%2025-12-312026-01-28

CTVA CORTEVA INC14.3K shares4.83%2025-12-312026-01-28

Sponsored

DIS DISNEY WALT CO9.2K shares3.80%2025-12-312026-01-28

ATO ATMOS ENERGY CORP6.2K shares-0.08%2025-12-312026-01-28

LECO LINCOLN ELEC HLDGS INC3.9K shares49.07%2025-12-312026-01-28

DCI DONALDSON INC10.1K shares-1.44%2025-12-312026-01-28

REGN REGENERON PHARMACEUTICALS1.3K shares42.33%2025-12-312026-01-28

MEMX MATTHEWS ASIA FDS24.9K shares0.08%2025-12-312026-01-28

CIBR FIRST TR EXCHANGE TRADED FD14.2K shares317.33%2025-12-312026-01-28

MSI MOTOROLA SOLUTIONS INC2.5K shares9.05%2025-12-312026-01-28

Sponsored

MCK MCKESSON CORP1.2K shares19.40%2025-12-312026-01-28

FTI TECHNIPFMC PLC18.5K shares66.63%2025-12-312026-01-28

COP CONOCOPHILLIPS10.1K shares65.21%2025-12-312026-01-28

SCHH SCHWAB STRATEGIC TR46.4K shares-12.10%2025-12-312026-01-28

ISPY PROSHARES TR21.4K shares10.27%2025-12-312026-01-28

QQQM INVESCO EXCH TRADED FD TR II3.8K shares-0.73%2025-12-312026-01-28

IJK ISHARES TR9.5K shares0.51%2025-12-312026-01-28

ESTC ELASTIC N V13.6K shares62.42%2025-12-312026-01-28

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MYD BLACKROCK MUNIYIELD FD INC93.4K shares0.00%2025-12-312026-01-28

VRSN VERISIGN INC3.9K shares14.48%2025-12-312026-01-28

CRUS CIRRUS LOGIC INC7.6K shares14.07%2025-12-312026-01-28

GILD GILEAD SCIENCES INC7.1K shares-2.83%2025-12-312026-01-28

BITF BITFARMS LTD353.0K shares13.43%2025-12-312026-01-28

PCOR PROCORE TECHNOLOGIES INC14.7K shares1.39%2025-12-312026-01-28

FRME FIRST MERCHANTS CORP25.3K shares1.34%2025-12-312026-01-28

OHI OMEGA HEALTHCARE INVS INC22.0K shares17.17%2025-12-312026-01-28

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TXG 10X GENOMICS INC42.8K shares14.87%2025-12-312026-01-28

NTRA NATERA INC4.0K shares27.47%2025-12-312026-01-28

BLACKROCK INC BLACKROCK INC842 shares4.08%2025-12-312026-01-28

XLU SELECT SECTOR SPDR TR22.3K shares123.21%2025-12-312026-01-28

PCMM BONDBLOXX ETF TRUST18.8K shares-17.74%2025-12-312026-01-28

BRW SABA CAPITAL INCOME & OPRNT136.3K shares-6.51%2025-12-312026-01-28

ECL ECOLAB INC3.3K shares-11.75%2025-12-312026-01-28

MINT PIMCO ETF TR9.2K shares1.46%2025-12-312026-01-28

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MDB MONGODB INC2.3K shares-1.20%2025-12-312026-01-28

IVOO VANGUARD ADMIRAL FDS INC7.7K shares12.95%2025-12-312026-01-28

GBTC GRAYSCALE BITCOIN TRUST ETF13.1K shares4.87%2025-12-312026-01-28

XLV SELECT SECTOR SPDR TR5.8K shares-1.43%2025-12-312026-01-28

Call Option Holdings

SILJ Call CallAMPLIFY ETF TR56.0K sharesnew addition2025-12-312026-01-28

ASPI Call CallASP ISOTOPES INC210.2K sharesnew addition2025-12-312026-01-28

SLV Call CallISHARES SILVER TR9.0K sharesnew addition2025-12-312026-01-28

TMQ Call CallTRILOGY METALS INC NEW24.0K sharesnew addition2025-12-312026-01-28

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION11.5K sharesnew addition2025-12-312026-01-28