The Analysis of Claro Advisors Inc.'s Holdings


Currently, Claro Advisors Inc. holds 417 types of securities in its portfolio with a total value $733.7M. In the most recent quarter, they have increased their positions in IWD (+28.3K shares, valued at $6.0M), IEMG (+49.7K shares, valued at $3.3M), IWF (+6.1K shares, valued at $2.9M); decreased their positions in QUAL (-19.8K shares, valued at $3.9M), N/A (-20.0K shares, valued at $1.4M), EFG (-8.9K shares, valued at $1.0M); initiated new positions in IGSB (+47.3K shares, valued at $2.5M), PFG (+27.0K shares, valued at $2.4M), N/A (+31.7K shares, valued at $1.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VANGUARD INDEX FDS VANGUARD INDEX FDS62.8K shares7.01%2025-12-312026-02-17history
IWF ISHARES TR60.4K shares11.28%2025-12-312026-02-17history
IWD ISHARES TR130.0K shares27.82%2025-12-312026-02-17history
AAPL APPLE INC88.8K shares-1.29%2025-12-312026-02-17history
MSFT MICROSOFT CORP42.0K shares2.96%2025-12-312026-02-17history
NVDA NVIDIA CORPORATION103.8K shares1.53%2025-12-312026-02-17history
DYNF BLACKROCK ETF TRUST298.4K shares14.08%2025-12-312026-02-17history
INVESCO QQQ TR INVESCO QQQ TR25.2K shares1.97%2025-12-312026-02-17history
Sponsored
SPY SPDR S&P 500 ETF TR22.2K shares-1.94%2025-12-312026-02-17history
AMZN AMAZON COM INC64.7K shares4.10%2025-12-312026-02-17history
IUSB ISHARES TR305.8K shares15.94%2025-12-312026-02-17history
IVV ISHARES TR19.2K shares7.40%2025-12-312026-02-17history
JPM JPMORGAN CHASE & CO.38.6K shares-2.00%2025-12-312026-02-17history
MGC VANGUARD WORLD FD45.4K shares14.00%2025-12-312026-02-17history
IEMG ISHARES INC166.6K shares42.49%2025-12-312026-02-17history
META META PLATFORMS INC15.3K shares5.37%2025-12-312026-02-17history
Sponsored
QUAL ISHARES TR48.6K shares-28.91%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC28.7K shares1.00%2025-12-312026-02-17history
BROADCOM INC BROADCOM INC25.3K shares-7.15%2025-12-312026-02-17history
FTEC FIDELITY COVINGTON TRUST36.6K shares10.78%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC26.1K shares1.02%2025-12-312026-02-17history
SCHG SCHWAB STRATEGIC TR220.9K shares-6.82%2025-12-312026-02-17history
THRO BLACKROCK ETF TRUST185.3K shares14.32%2025-12-312026-02-17history
GBTC GRAYSCALE BITCOIN TRUST ETF90.2K shares-0.29%2025-12-312026-02-17history
Sponsored
MTUM ISHARES TR24.1K shares76.95%2025-12-312026-02-17history
TSLA TESLA INC12.3K shares0.75%2025-12-312026-02-17history
RDVY FIRST TR EXCHANGE TRADED FD79.2K shares5.38%2025-12-312026-02-17history
XOM EXXON MOBIL CORP41.8K shares2.55%2025-12-312026-02-17history
VTI VANGUARD INDEX FDS14.8K shares-6.24%2025-12-312026-02-17history
ABBV ABBVIE INC21.5K shares1.27%2025-12-312026-02-17history
JEPI J P MORGAN EXCHANGE TRADED F82.6K shares-5.41%2025-12-312026-02-17history
VB VANGUARD INDEX FDS18.3K shares3.60%2025-12-312026-02-17history
Sponsored
JNJ JOHNSON & JOHNSON21.6K shares1.60%2025-12-312026-02-17history
CSHI NEOS ETF TRUST87.0K shares175.55%2025-12-312026-02-17history
ITOT ISHARES TR28.1K shares4.68%2025-12-312026-02-17history
WMT WALMART INC36.9K shares4.51%2025-12-312026-02-17history
HD HOME DEPOT INC11.7K shares3.79%2025-12-312026-02-17history
PG PROCTER AND GAMBLE CO27.6K shares3.00%2025-12-312026-02-17history
FV FIRST TR EXCHANGE TRADED FD61.1K shares-5.31%2025-12-312026-02-17history
IJH ISHARES TR54.6K shares12.67%2025-12-312026-02-17history
Sponsored
ISHARES GOLD TR ISHARES GOLD TR43.2K shares10.20%2025-12-312026-02-17history
OEF ISHARES TR10.1K shares11.05%2025-12-312026-02-17history
CSCO CISCO SYS INC44.9K shares0.30%2025-12-312026-02-17history
MCD MCDONALDS CORP11.2K shares1.28%2025-12-312026-02-17history
LLY ELI LILLY & CO3.1K shares1.85%2025-12-312026-02-17history
TLH ISHARES TR32.6K shares-4.27%2025-12-312026-02-17history
BITB BITWISE BITCOIN ETF TR68.1K shares-0.08%2025-12-312026-02-17history
SMH VANECK ETF TRUST8.9K shares8.02%2025-12-312026-02-17history
Sponsored
KLAC KLA CORP2.6K shares0.08%2025-12-312026-02-17history
EFV ISHARES TR43.3K shares-8.26%2025-12-312026-02-17history
SHLD GLOBAL X FDS47.3K shares12.86%2025-12-312026-02-17history
SGOV ISHARES TR29.3K shares0.56%2025-12-312026-02-17history
SPTM SPDR SERIES TRUST35.1K shares9.13%2025-12-312026-02-17history
VMBS VANGUARD SCOTTSDALE FDS59.9K shares28.48%2025-12-312026-02-17history
TD TORONTO DOMINION BK ONT29.3K shares-0.03%2025-12-312026-02-17history
HON HONEYWELL INTL INC13.9K shares0.32%2025-12-312026-02-17history
Sponsored
VTEB VANGUARD MUN BD FDS52.1K shares19.42%2025-12-312026-02-17history
NFLX NETFLIX INC27.6K shares894.30%2025-12-312026-02-17history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND9.6K shares2.46%2025-12-312026-02-17history
IGSB ISHARES TR47.3K sharesnew addition2025-12-312026-02-17history
IEFA ISHARES TR27.6K shares10.94%2025-12-312026-02-17history
BINC BLACKROCK ETF TRUST II46.1K shares25.12%2025-12-312026-02-17history
FVD FIRST TR EXCHANGE-TRADED FD51.8K shares-5.57%2025-12-312026-02-17history
PFG PRINCIPAL FINANCIAL GROUP IN27.0K sharesnew addition2025-12-312026-02-17history
Sponsored
BAC BANK AMERICA CORP43.0K shares-0.01%2025-12-312026-02-17history
IWM ISHARES TR9.2K shares-3.71%2025-12-312026-02-17history
PEP PEPSICO INC15.8K shares1.99%2025-12-312026-02-17history
ORCL ORACLE CORP11.4K shares20.20%2025-12-312026-02-17history
BNDX VANGUARD CHARLOTTE FDS45.6K shares6.88%2025-12-312026-02-17history
IWP ISHARES TR15.3K shares-1.62%2025-12-312026-02-17history
V VISA INC5.8K shares-0.91%2025-12-312026-02-17history
MUB ISHARES TR18.1K shares15.13%2025-12-312026-02-17history
Sponsored
TJX TJX COS INC NEW12.6K shares6.42%2025-12-312026-02-17history
EATON CORP PLC EATON CORP PLC6.0K shares-7.28%2025-12-312026-02-17history
EFG ISHARES TR16.5K shares-35.17%2025-12-312026-02-17history
CAIE CALAMOS ETF TR70.2K shares54.34%2025-12-312026-02-17history
PANW PALO ALTO NETWORKS INC10.2K shares2.99%2025-12-312026-02-17history
CALF PACER FDS TR42.1K shares-2.08%2025-12-312026-02-17history
BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF31.7K sharesnew addition2025-12-312026-02-17history
GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET48.1K shares-2.90%2025-12-312026-02-17history
Sponsored
COST COSTCO WHSL CORP NEW2.1K shares5.04%2025-12-312026-02-17history
BLACKROCK INC BLACKROCK INC1.7K shares0.30%2025-12-312026-02-17history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares3.77%2025-12-312026-02-17history
TRV TRAVELERS COMPANIES INC6.0K shares0.08%2025-12-312026-02-17history
XLG INVESCO EXCHANGE TRADED FD T28.9K shares16.83%2025-12-312026-02-17history
DIS DISNEY WALT CO15.0K shares4.33%2025-12-312026-02-17history
NVDL GRANITESHARES ETF TR19.2K shares0.17%2025-12-312026-02-17history
MCK MCKESSON CORP2.0K shares-5.66%2025-12-312026-02-17history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC9.1K shares28.59%2025-12-312026-02-17history
BDYN BLACKROCK ETF TRUST62.1K shares-13.14%2025-12-312026-02-17history
CB CHUBB LIMITED5.1K shares9.96%2025-12-312026-02-17history
ZALT INNOVATOR ETFS TRUST47.2K shares12.42%2025-12-312026-02-17history
BUFD FIRST TR EXCHNG TRADED FD VI54.4K shares15.22%2025-12-312026-02-17history
RTX RTX CORPORATION8.1K shares4.12%2025-12-312026-02-17history
AEP AMERICAN ELEC PWR CO INC12.8K shares0.77%2025-12-312026-02-17history
USMV ISHARES TR15.5K shares8.18%2025-12-312026-02-17history
Sponsored
YUM YUM BRANDS INC9.3K shares0.38%2025-12-312026-02-17history
ROCKET LAB CORP ROCKET LAB CORP20.1K shares-49.89%2025-12-312026-02-17history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.8K shares-0.52%2025-12-312026-02-17history
IRM IRON MTN INC DEL16.5K shares1.86%2025-12-312026-02-17history
EMR EMERSON ELEC CO10.2K shares0.08%2025-12-312026-02-17history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW38.9K shares-1.83%2025-12-312026-02-17history
ETHW BITWISE ETHEREUM ETF62.6K shares0.19%2025-12-312026-02-17history
CGNG CAPITAL GROUP NEW GEOGRAPHY41.7K shares57.36%2025-12-312026-02-17history
Sponsored
VUG VANGUARD INDEX FDS2.7K shares0.00%2025-12-312026-02-17history
DGRO ISHARES TR18.8K shares27.08%2025-12-312026-02-17history
UNH UNITEDHEALTH GROUP INC3.9K shares-38.73%2025-12-312026-02-17history
BALT INNOVATOR ETFS TRUST38.3K shares16.91%2025-12-312026-02-17history
GLD SPDR GOLD TR3.2K shares24.61%2025-12-312026-02-17history
KO COCA COLA CO18.3K shares3.39%2025-12-312026-02-17history
MERCK & CO INC MERCK & CO INC12.0K shares-3.39%2025-12-312026-02-17history
IBM INTERNATIONAL BUSINESS MACHS4.3K shares9.17%2025-12-312026-02-17history
Sponsored
CRWD CROWDSTRIKE HLDGS INC2.6K shares22.31%2025-12-312026-02-17history
TLT ISHARES TR13.9K shares13.32%2025-12-312026-02-17history
NOC NORTHROP GRUMMAN CORP2.1K shares0.14%2025-12-312026-02-17history
AVUV AMERICAN CENTY ETF TR11.8K shares13.29%2025-12-312026-02-17history
VGM INVESCO TR INVT GRADE MUNS113.4K shares32.14%2025-12-312026-02-17history
PFE PFIZER INC47.1K shares-1.77%2025-12-312026-02-17history
LMT LOCKHEED MARTIN CORP2.4K shares3.07%2025-12-312026-02-17history
BSCQ INVESCO EXCH TRD SLF IDX FD58.9K shares23.65%2025-12-312026-02-17history
Sponsored
SCHA SCHWAB STRATEGIC TR37.8K shares-10.76%2025-12-312026-02-17history
BDVL BLACKROCK ETF TRUST43.2K shares-10.29%2025-12-312026-02-17history
NVO NOVO-NORDISK A S20.9K shares-0.48%2025-12-312026-02-17history
HDV ISHARES TR8.7K shares-0.87%2025-12-312026-02-17history
AMGN AMGEN INC3.2K shares0.82%2025-12-312026-02-17history
EPD ENTERPRISE PRODS PARTNERS L32.6K shares0.00%2025-12-312026-02-17history
XLF SELECT SECTOR SPDR TR19.0K shares-3.18%2025-12-312026-02-17history
SFLR INNOVATOR ETFS TRUST28.2K shares-1.56%2025-12-312026-02-17history
Sponsored
BIL SPDR SERIES TRUST11.4K shares30.67%2025-12-312026-02-17history
MET METLIFE INC13.1K shares3.02%2025-12-312026-02-17history
VZ VERIZON COMMUNICATIONS INC25.3K shares-0.49%2025-12-312026-02-17history
GE AEROSPACE GE AEROSPACE3.3K shares-3.04%2025-12-312026-02-17history
XLE SELECT SECTOR SPDR TR22.6K shares101.80%2025-12-312026-02-17history
IJS ISHARES TR8.8K shares1.99%2025-12-312026-02-17history
USTB VICTORY PORTFOLIOS II19.6K shares8.36%2025-12-312026-02-17history
ET ENERGY TRANSFER L P59.8K shares1.33%2025-12-312026-02-17history
Sponsored
SHYG ISHARES TR22.4K shares9.57%2025-12-312026-02-17history
BUFR FIRST TR EXCHNG TRADED FD VI28.0K shares7.54%2025-12-312026-02-17history
BMY BRISTOL-MYERS SQUIBB CO17.4K shares4.99%2025-12-312026-02-17history
EMXC ISHARES INC12.7K shares-9.15%2025-12-312026-02-17history
IWX ISHARES TR9.9K shares21.90%2025-12-312026-02-17history
SCHZ SCHWAB STRATEGIC TR38.9K shares147.81%2025-12-312026-02-17history
SPYI NEOS ETF TRUST17.2K shares0.48%2025-12-312026-02-17history
RWK INVESCO EXCH TRADED FD TR II7.1K shares-0.24%2025-12-312026-02-17history
Sponsored
SCHX SCHWAB STRATEGIC TR33.4K shares-0.97%2025-12-312026-02-17history
PM PHILIP MORRIS INTL INC5.6K shares3.64%2025-12-312026-02-17history
SO SOUTHERN CO10.2K shares-0.22%2025-12-312026-02-17history
IJR ISHARES TR7.3K shares0.30%2025-12-312026-02-17history
BA BOEING CO4.1K shares-0.39%2025-12-312026-02-17history
THG HANOVER INS GROUP INC4.8K shares-0.67%2025-12-312026-02-17history
DJUL FIRST TR EXCHNG TRADED FD VI18.3K shares-2.33%2025-12-312026-02-17history
XLK SELECT SECTOR SPDR TR6.0K shares124.09%2025-12-312026-02-17history
Sponsored
BXMT BLACKSTONE MTG TR INC44.6K shares7.30%2025-12-312026-02-17history
PBFR PGIM ROCK ETF TR29.2K shares199.10%2025-12-312026-02-17history
CVX CHEVRON CORP NEW5.5K shares0.11%2025-12-312026-02-17history
QXO QXO INC43.5K shares29.29%2025-12-312026-02-17history
QFLR INNOVATOR ETFS TRUST24.3K shares5.65%2025-12-312026-02-17history
SHOP SHOPIFY INC5.1K shares1.01%2025-12-312026-02-17history
IVW ISHARES TR6.6K shares-3.14%2025-12-312026-02-17history
VEA VANGUARD TAX-MANAGED FDS13.0K shares-2.99%2025-12-312026-02-17history
Sponsored
HYHG PROSHARES TR12.5K shares49.04%2025-12-312026-02-17history
AMAT APPLIED MATLS INC3.1K shares0.45%2025-12-312026-02-17history
FEZ SPDR INDEX SHS FDS12.5K shares36.16%2025-12-312026-02-17history
UBER UBER TECHNOLOGIES INC9.9K shares0.84%2025-12-312026-02-17history
IYH ISHARES TR12.3K shares0.64%2025-12-312026-02-17history
MTZ MASTEC INC3.7K shares17.50%2025-12-312026-02-17history
JMST J P MORGAN EXCHANGE TRADED F15.6K shares-1.84%2025-12-312026-02-17history
XLU SELECT SECTOR SPDR TR18.4K shares130.19%2025-12-312026-02-17history
Sponsored
CL COLGATE PALMOLIVE CO9.9K shares2.68%2025-12-312026-02-17history
PHYL PGIM ETF TR21.9K shares25.01%2025-12-312026-02-17history
VRTX VERTEX PHARMACEUTICALS INC1.7K shares-0.76%2025-12-312026-02-17history
FDV FEDERATED HERMES ETF TRUST26.9K shares23.91%2025-12-312026-02-17history
COWZ PACER FDS TR12.7K shares-1.39%2025-12-312026-02-17history
NBXG NEUBERGER NEXT GENERATION53.0K shares-1.37%2025-12-312026-02-17history
RWJ INVESCO EXCH TRADED FD TR II15.7K shares-0.22%2025-12-312026-02-17history
CRM SALESFORCE INC2.9K shares4.72%2025-12-312026-02-17history
Sponsored
SRE SEMPRA8.5K shares0.09%2025-12-312026-02-17history
BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD50.2K sharesnew addition2025-12-312026-02-17history
WFC WELLS FARGO CO NEW7.8K shares2.40%2025-12-312026-02-17history
GTLB GITLAB INC19.1K shares5.74%2025-12-312026-02-17history
EMLP FIRST TR EXCHANGE-TRADED FD19.0K shares0.75%2025-12-312026-02-17history
DIA SPDR DOW JONES INDL AVERAGE1.5K shares0.00%2025-12-312026-02-17history
MS MORGAN STANLEY4.0K shares-0.33%2025-12-312026-02-17history
MA MASTERCARD INCORPORATED1.2K shares5.62%2025-12-312026-02-17history
Sponsored
VRT VERTIV HOLDINGS CO4.3K shares4.76%2025-12-312026-02-17history
IJJ ISHARES TR5.3K shares-12.65%2025-12-312026-02-17history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.1K shares29.45%2025-12-312026-02-17history
NOW SERVICENOW INC4.5K shares452.88%2025-12-312026-02-17history
SCHF SCHWAB STRATEGIC TR28.6K shares-11.94%2025-12-312026-02-17history
XLI SELECT SECTOR SPDR TR4.2K shares-9.44%2025-12-312026-02-17history
ROK ROCKWELL AUTOMATION INC1.7K shares0.18%2025-12-312026-02-17history
ES EVERSOURCE ENERGY9.7K shares-4.16%2025-12-312026-02-17history
Sponsored
GLW CORNING INC7.2K shares-0.08%2025-12-312026-02-17history
T AT&T INC25.2K shares-15.97%2025-12-312026-02-17history
IVE ISHARES TR2.9K shares1.59%2025-12-312026-02-17history
ADI ANALOG DEVICES INC2.2K shares0.36%2025-12-312026-02-17history
VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.22%2025-12-312026-02-17history
GEV GE VERNOVA INC920 shares-0.54%2025-12-312026-02-17history
BND VANGUARD BD INDEX FDS8.1K shares53.54%2025-12-312026-02-17history
IBIT ISHARES BITCOIN TRUST ETF12.0K shares-17.59%2025-12-312026-02-17history
Sponsored
ESS ESSEX PPTY TR INC2.3K shares0.89%2025-12-312026-02-17history
BOXX EA SERIES TRUST5.1K sharesnew addition2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares3.74%2025-12-312026-02-17history
AMD ADVANCED MICRO DEVICES INC2.7K shares-1.06%2025-12-312026-02-17history
LAZARD INC LAZARD INC11.9K shares-0.18%2025-12-312026-02-17history
QCOM QUALCOMM INC3.3K shares2.98%2025-12-312026-02-17history
PAVE GLOBAL X FDS11.7K shares-2.44%2025-12-312026-02-17history
YMAR FIRST TR EXCHNG TRADED FD VI20.6K shares-4.67%2025-12-312026-02-17history
Sponsored
CITIGROUP INC CITIGROUP INC4.7K shares1.48%2025-12-312026-02-17history
BUFH FIRST TR EXCHNG TRADED FD VI26.0K sharesnew addition2025-12-312026-02-17history
YETH ROUNDHILL ETF TRUST30.9K shares21.29%2025-12-312026-02-17history
IWB ISHARES TR1.4K shares7.65%2025-12-312026-02-17history
CFA VICTORY PORTFOLIOS II5.9K shares0.00%2025-12-312026-02-17history
WM WASTE MGMT INC DEL2.4K shares3.57%2025-12-312026-02-17history
BLACKSTONE INC BLACKSTONE INC3.3K shares0.61%2025-12-312026-02-17history
BK BANK NEW YORK MELLON CORP4.4K shares0.55%2025-12-312026-02-17history
Sponsored
HIMU BLACKROCK ETF TRUST II10.4K shares29.47%2025-12-312026-02-17history
XAR SPDR SERIES TRUST2.1K sharesnew addition2025-12-312026-02-17history
PSEC PROSPECT CAP CORP192.4K shares13.27%2025-12-312026-02-17history
FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2025-12-312026-02-17history
NAD NUVEEN QUALITY MUNCP INCOME40.7K shares0.00%2025-12-312026-02-17history
IEUR ISHARES TR6.9K shares-1.26%2025-12-312026-02-17history
SYK STRYKER CORPORATION1.4K shares7.60%2025-12-312026-02-17history
OKE ONEOK INC NEW6.6K shares0.49%2025-12-312026-02-17history
Sponsored
SBUX STARBUCKS CORP5.7K shares-1.05%2025-12-312026-02-17history
ABT ABBOTT LABS3.9K shares5.90%2025-12-312026-02-17history
UPS UNITED PARCEL SERVICE INC4.9K shares19.86%2025-12-312026-02-17history
BSCR INVESCO EXCH TRD SLF IDX FD24.4K shares61.78%2025-12-312026-02-17history
SPMD SPDR SERIES TRUST8.3K shares-0.91%2025-12-312026-02-17history
VV VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-17history
GM GENERAL MTRS CO5.9K shares0.34%2025-12-312026-02-17history
MNST MONSTER BEVERAGE CORP NEW6.2K shares0.10%2025-12-312026-02-17history
Sponsored
FBTC FIDELITY WISE ORIGIN BITCOIN6.1K shares1.66%2025-12-312026-02-17history
TT TRANE TECHNOLOGIES PLC1.2K shares0.17%2025-12-312026-02-17history
SPSM SPDR SERIES TRUST9.8K shares0.43%2025-12-312026-02-17history
IGM ISHARES TR3.6K shares61.33%2025-12-312026-02-17history
ADSK AUTODESK INC1.6K shares1.64%2025-12-312026-02-17history
SPEM SPDR INDEX SHS FDS9.8K shares1.61%2025-12-312026-02-17history
DGRW WISDOMTREE TR5.1K shares-54.73%2025-12-312026-02-17history
FTRB FEDERATED HERMES ETF TRUST18.0K shares0.00%2025-12-312026-02-17history
Sponsored
YBTC ROUNDHILL ETF TRUST16.1K shares-18.83%2025-12-312026-02-17history
UFPI UFP INDUSTRIES INC5.0K shares0.28%2025-12-312026-02-17history
PNC PNC FINL SVCS GROUP INC2.2K shares2.87%2025-12-312026-02-17history
LMBS FIRST TR EXCHANGE-TRADED FD9.1K shares21.40%2025-12-312026-02-17history
MDLZ MONDELEZ INTL INC8.4K shares-6.07%2025-12-312026-02-17history
YEAR AB ACTIVE ETFS INC8.9K shares64.41%2025-12-312026-02-17history
TMO THERMO FISHER SCIENTIFIC INC771 shares5.47%2025-12-312026-02-17history
ENVX ENOVIX CORPORATION60.7K shares-6.04%2025-12-312026-02-17history
Sponsored
SCHD SCHWAB STRATEGIC TR16.1K shares87.28%2025-12-312026-02-17history
SPDW SPDR INDEX SHS FDS9.8K shares1.38%2025-12-312026-02-17history
AXP AMERICAN EXPRESS CO1.2K shares1.04%2025-12-312026-02-17history
TDIV FIRST TR EXCHANGE TRADED FD4.5K shares-10.62%2025-12-312026-02-17history
CPSD CALAMOS ETF TR16.6K shares-2.15%2025-12-312026-02-17history
APP APPLOVIN CORP638 shares-1.39%2025-12-312026-02-17history
REGN REGENERON PHARMACEUTICALS557 shares22.42%2025-12-312026-02-17history
CIBR FIRST TR EXCHANGE TRADED FD5.9K shares0.12%2025-12-312026-02-17history
Sponsored
IUSV ISHARES TR4.1K shares0.44%2025-12-312026-02-17history
VFLO VICTORY PORTFOLIOS II10.7K shares-20.06%2025-12-312026-02-17history
VEU VANGUARD INTL EQUITY INDEX F5.7K shares-6.38%2025-12-312026-02-17history
ETH GRAYSCALE ETHEREUM MINI TR E14.8K shares18.29%2025-12-312026-02-17history
SDG ISHARES TR4.9K shares-1.40%2025-12-312026-02-17history
BUFS FIRST TR EXCHNG TRADED FD VI18.1K sharesnew addition2025-12-312026-02-17history
GS GOLDMAN SACHS GROUP INC469 shares1.08%2025-12-312026-02-17history
VXUS VANGUARD STAR FDS5.4K shares1.76%2025-12-312026-02-17history
Sponsored
NKE NIKE INC6.4K shares-13.50%2025-12-312026-02-17history
MOAT VANECK ETF TRUST3.9K sharesnew addition2025-12-312026-02-17history
ISRG INTUITIVE SURGICAL INC718 shares1.99%2025-12-312026-02-17history
EES WISDOMTREE TR7.0K shares-14.18%2025-12-312026-02-17history
BDJ BLACKROCK ENHANCED EQUITY DI42.1K shares-10.88%2025-12-312026-02-17history
GEL GENESIS ENERGY L P25.5K shares0.00%2025-12-312026-02-17history
CPNQ CALAMOS ETF TR14.9K shares-1.97%2025-12-312026-02-17history
BABA ALIBABA GROUP HLDG LTD2.7K shares5.85%2025-12-312026-02-17history
Sponsored
GDLC GRAYSCALE COINDESK CRYPTO9.4K shares0.00%2025-12-312026-02-17history
LAM RESEARCH CORP LAM RESEARCH CORP2.3K shares-0.27%2025-12-312026-02-17history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.2K shares0.00%2025-12-312026-02-17history
NU NU HLDGS LTD22.7K shares0.60%2025-12-312026-02-17history
ARISTA NETWORKS INC ARISTA NETWORKS INC2.9K shares-1.37%2025-12-312026-02-17history
AGG ISHARES TR3.7K shares-4.38%2025-12-312026-02-17history
BUFY FIRST TR EXCHNG TRADED FD VI16.6K sharesnew addition2025-12-312026-02-17history
SPYM SPDR SERIES TRUST4.6K shares-0.32%2025-12-312026-02-17history
Sponsored
BSX BOSTON SCIENTIFIC CORP3.8K sharesnew addition2025-12-312026-02-17history
FTCS FIRST TR EXCHANGE-TRADED FD3.9K shares0.00%2025-12-312026-02-17history
VO VANGUARD INDEX FDS1.3K shares-13.91%2025-12-312026-02-17history
ELV ELEVANCE HEALTH INC FORMERLY1.0K shares-4.15%2025-12-312026-02-17history
FXU FIRST TR EXCHANGE TRADED FD8.1K shares-6.88%2025-12-312026-02-17history
AZZ AZZ INC3.4K shares0.27%2025-12-312026-02-17history
LINDE PLC LINDE PLC844 shares9.47%2025-12-312026-02-17history
PH PARKER-HANNIFIN CORP407 shares0.49%2025-12-312026-02-17history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR592 shares-6.03%2025-12-312026-02-17history
XLV SELECT SECTOR SPDR TR2.3K sharesnew addition2025-12-312026-02-17history
EFA ISHARES TR3.7K shares-0.46%2025-12-312026-02-17history
LQD ISHARES TR3.2K shares-23.62%2025-12-312026-02-17history
YUMC YUM CHINA HLDGS INC7.4K shares0.45%2025-12-312026-02-17history
CME CME GROUP INC1.3K shares-0.08%2025-12-312026-02-17history
JIVE J P MORGAN EXCHANGE TRADED F4.3K sharesnew addition2025-12-312026-02-17history
VNQ VANGUARD INDEX FDS3.9K shares0.77%2025-12-312026-02-17history
Sponsored
RSST TIDAL TRUST II12.2K shares-3.95%2025-12-312026-02-17history
SYSB ISHARES TR3.8K sharesnew addition2025-12-312026-02-17history
SSO PROSHARES TR5.9K shares99.13%2025-12-312026-02-17history
NEE NEXTERA ENERGY INC4.3K shares3.23%2025-12-312026-02-17history
CMCSA COMCAST CORP NEW11.4K shares2.61%2025-12-312026-02-17history
ETHE GRAYSCALE ETHEREUM TRUST ETF14.0K shares0.00%2025-12-312026-02-17history
FDL FIRST TR EXCHANGE-TRADED FD7.7K shares0.21%2025-12-312026-02-17history
IOCT INNOVATOR ETFS TRUST9.7K shares0.00%2025-12-312026-02-17history
Sponsored
COP CONOCOPHILLIPS3.6K shares30.81%2025-12-312026-02-17history
FXO FIRST TR EXCHANGE TRADED FD5.6K shares7.83%2025-12-312026-02-17history
IDXX IDEXX LABS INC498 shares0.81%2025-12-312026-02-17history
MISL FIRST TR EXCHANGE-TRADED FD7.8K sharesnew addition2025-12-312026-02-17history
XEL XCEL ENERGY INC4.5K shares0.00%2025-12-312026-02-17history
FTXL FIRST TR EXCHANGE TRADED FD2.6K sharesnew addition2025-12-312026-02-17history
ACWX ISHARES TR5.0K shares0.20%2025-12-312026-02-17history
SCHR SCHWAB STRATEGIC TR13.3K sharesnew addition2025-12-312026-02-17history
Sponsored
IUSG ISHARES TR2.0K shares-7.21%2025-12-312026-02-17history
URI UNITED RENTALS INC408 shares0.25%2025-12-312026-02-17history
AVSC AMERICAN CENTY ETF TR5.6K shares-9.26%2025-12-312026-02-17history
PAYX PAYCHEX INC2.9K shares1.17%2025-12-312026-02-17history
FCX FREEPORT-MCMORAN INC6.4K shares18.33%2025-12-312026-02-17history
DASH DOORDASH INC1.4K sharesnew addition2025-12-312026-02-17history
NEM NEWMONT CORP3.2K sharesnew addition2025-12-312026-02-17history
MMM 3M CO2.0K shares4.59%2025-12-312026-02-17history
Sponsored
CAT CATERPILLAR INC552 shares6.56%2025-12-312026-02-17history
AOM ISHARES TR6.5K shares0.78%2025-12-312026-02-17history
NDAQ NASDAQ INC3.2K shares0.03%2025-12-312026-02-17history
SIXG ETF SER SOLUTIONS4.7K shares0.42%2025-12-312026-02-17history
VXF VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-17history
BITWISE FUNDS TRUST BITWISE FUNDS TRUST14.9K sharesnew addition2025-12-312026-02-17history
MBB ISHARES TR3.1K shares-43.79%2025-12-312026-02-17history
SNOW SNOWFLAKE INC1.3K shares-0.08%2025-12-312026-02-17history
Sponsored
PCT PURECYCLE TECHNOLOGIES INC33.9K sharesnew addition2025-12-312026-02-17history
DHR DANAHER CORPORATION1.3K sharesnew addition2025-12-312026-02-17history
NVS NOVARTIS AG2.1K shares-1.92%2025-12-312026-02-17history
ETW EATON VANCE TAX-MANAGED GLOB31.3K shares-12.91%2025-12-312026-02-17history
CPNS CALAMOS ETF TR10.6K shares0.00%2025-12-312026-02-17history
QQQI NEOS ETF TRUST5.3K shares-0.56%2025-12-312026-02-17history
BST BLACKROCK SCIENCE & TECHNOLO7.1K shares1.58%2025-12-312026-02-17history
BNDW VANGUARD SCOTTSDALE FDS4.2K sharesnew addition2025-12-312026-02-17history
Sponsored
MMC MARSH & MCLENNAN COS INC1.5K shares38.04%2025-12-312026-02-17history
BILS SPDR SERIES TRUST2.9K sharesnew addition2025-12-312026-02-17history
VTV VANGUARD INDEX FDS1.5K shares-0.47%2025-12-312026-02-17history
INVESCO ACTIVELY MANAGED EXC INVESCO ACTIVELY MANAGED EXC11.2K shares0.70%2025-12-312026-02-17history
UNP UNION PAC CORP1.2K shares3.74%2025-12-312026-02-17history
MSTR STRATEGY INC1.9K shares2.49%2025-12-312026-02-17history
MPLX MPLX LP5.3K shares0.00%2025-12-312026-02-17history
UNILEVER PLC UNILEVER PLC4.3K sharesnew addition2025-12-312026-02-17history
Sponsored
ICE INTERCONTINENTAL EXCHANGE IN1.7K shares-8.51%2025-12-312026-02-17history
PYPL PAYPAL HLDGS INC4.7K shares53.17%2025-12-312026-02-17history
EALT INNOVATOR ETFS TRUST7.8K shares20.71%2025-12-312026-02-17history
CENCORA INC CENCORA INC816 shares0.25%2025-12-312026-02-17history
SCHW SCHWAB CHARLES CORP2.7K shares0.29%2025-12-312026-02-17history
SPYD SPDR SERIES TRUST6.3K sharesnew addition2025-12-312026-02-17history
XLY SELECT SECTOR SPDR TR2.3K shares74.62%2025-12-312026-02-17history
IYW ISHARES TR1.4K shares4.83%2025-12-312026-02-17history
Sponsored
IEV ISHARES TR4.0K shares-4.16%2025-12-312026-02-17history
MU MICRON TECHNOLOGY INC951 sharesnew addition2025-12-312026-02-17history
BSJQ INVESCO EXCH TRD SLF IDX FD11.6K shares27.38%2025-12-312026-02-17history
WBD WARNER BROS DISCOVERY INC9.4K shares-19.26%2025-12-312026-02-17history
SLV ISHARES SILVER TR4.2K shares-29.49%2025-12-312026-02-17history
RDTE ROUNDHILL ETF TRUST9.0K sharesnew addition2025-12-312026-02-17history
BBBY BED BATH & BEYOND INC48.1K shares31.47%2025-12-312026-02-17history
BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF15.9K sharesnew addition2025-12-312026-02-17history
Sponsored
COF CAPITAL ONE FINL CORP1.1K sharesnew addition2025-12-312026-02-17history
AMT AMERICAN TOWER CORP NEW1.5K shares30.75%2025-12-312026-02-17history
EXPD EXPEDITORS INTL WASH INC1.7K shares5.00%2025-12-312026-02-17history
ECL ECOLAB INC987 shares-1.30%2025-12-312026-02-17history
EMB ISHARES TR2.7K sharesnew addition2025-12-312026-02-17history
IXUS ISHARES TR3.1K shares-57.90%2025-12-312026-02-17history
EFAV ISHARES TR2.9K shares0.00%2025-12-312026-02-17history
ARKQ ARK ETF TR2.2K shares16.05%2025-12-312026-02-17history
Sponsored
EWBC EAST WEST BANCORP INC2.2K shares1.65%2025-12-312026-02-17history
APH AMPHENOL CORP NEW1.8K shares2.42%2025-12-312026-02-17history
CMG CHIPOTLE MEXICAN GRILL INC6.6K sharesnew addition2025-12-312026-02-17history
ADBE ADOBE INC692 shares-16.73%2025-12-312026-02-17history
INTC INTEL CORP6.5K shares0.35%2025-12-312026-02-17history
FAST FASTENAL CO6.0K shares0.37%2025-12-312026-02-17history
EIX EDISON INTL4.0K sharesnew addition2025-12-312026-02-17history
CGBL CAPITAL GROUP CORE BALANCED6.7K shares0.75%2025-12-312026-02-17history
Sponsored
RING ISHARES INC3.2K shares1.52%2025-12-312026-02-17history
JEPQ J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2025-12-312026-02-17history
HELO J P MORGAN EXCHANGE TRADED F3.5K shares0.00%2025-12-312026-02-17history
DSEP FIRST TR EXCHNG TRADED FD VI5.1K sharesnew addition2025-12-312026-02-17history
BIDU BAIDU INC1.7K shares0.00%2025-12-312026-02-17history
FDX FEDEX CORP779 sharesnew addition2025-12-312026-02-17history
ILMN ILLUMINA INC1.7K sharesnew addition2025-12-312026-02-17history
VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2025-12-312026-02-17history
Sponsored
REET ISHARES TR8.8K shares-8.50%2025-12-312026-02-17history
MMIT NEW YORK LIFE INVTS ACTIVE E9.0K shares0.00%2025-12-312026-02-17history
FGD FIRST TR EXCHANGE TRADED FD7.2K shares-2.80%2025-12-312026-02-17history
IVLU ISHARES TR5.7K shares-7.10%2025-12-312026-02-17history
XYZ BLOCK INC3.3K sharesnew addition2025-12-312026-02-17history
PCG PG&E CORP13.5K sharesnew addition2025-12-312026-02-17history
EA ELECTRONIC ARTS INC1.1K shares0.09%2025-12-312026-02-17history
RFLR INNOVATOR ETFS TRUST7.6K shares-7.09%2025-12-312026-02-17history
Sponsored
RIVN RIVIAN AUTOMOTIVE INC10.9K shares0.00%2025-12-312026-02-17history
MMIN NEW YORK LIFE INVTS ACTIVE E9.0K shares0.00%2025-12-312026-02-17history
GQI NATIXIS ETF TR3.8K sharesnew addition2025-12-312026-02-17history
LOW LOWES COS INC881 shares-2.22%2025-12-312026-02-17history
MEDTRONIC PLC MEDTRONIC PLC2.2K shares-4.90%2025-12-312026-02-17history
ADP AUTOMATIC DATA PROCESSING IN817 shares2.77%2025-12-312026-02-17history
CHYM CHIME FINL INC8.3K shares-24.72%2025-12-312026-02-17history
ICSH ISHARES TR4.1K shares-48.05%2025-12-312026-02-17history
Sponsored
BDX BECTON DICKINSON & CO1.1K sharesnew addition2025-12-312026-02-17history
MUNI PIMCO ETF TR4.0K shares-23.16%2025-12-312026-02-17history
ATLASSIAN CORPORATION ATLASSIAN CORPORATION1.3K sharesnew addition2025-12-312026-02-17history
FIG FIGMA INC5.5K sharesnew addition2025-12-312026-02-17history
CNC CENTENE CORP DEL5.0K sharesnew addition2025-12-312026-02-17history
BUG GLOBAL X FDS6.7K shares0.00%2025-12-312026-02-17history
DDOG DATADOG INC1.5K sharesnew addition2025-12-312026-02-17history
BKNG BOOKING HOLDINGS INC38 sharesnew addition2025-12-312026-02-17history
Sponsored
FEX FIRST TR EXCHANGE-TRADED ALP1.7K sharesnew addition2025-12-312026-02-17history
VOE VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-02-17history
SPGI S&P GLOBAL INC385 sharesnew addition2025-12-312026-02-17history
BBLU EA SERIES TRUST10.7K shares-72.88%2025-12-312026-02-17history
IEP ICAHN ENTERPRISES LP17.0K shares0.00%2025-12-312026-02-17history
EPSN EPSILON ENERGY LTD11.5K sharesnew addition2025-12-312026-02-17history
NXDT NEXPOINT DIVERSIFIED REL ET11.4K sharesnew addition2025-12-312026-02-17history
RZLV REZOLVE AI PLC13.8K sharesnew addition2025-12-312026-02-17history
Sponsored
ZONE CLEANCORE SOLUTIONS INC68.3K shares551.79%2025-12-312026-02-17history

Call Option Holdings
CHEWY INC Call CallCHEWY INC11.0K shares0.00%2025-12-312026-02-17history

Put Option Holdings
No put option holdings data available