The Analysis of Clearstead Advisors, LLC's Holdings

Currently, Clearstead Advisors, LLC holds 2726 types of securities in its portfolio with a total value $7.9B. In the most recent quarter, they have increased their positions in N/A (+1.2M shares, valued at $734.0M), BSCX (+1.5M shares, valued at $32.2M), META (+29.6K shares, valued at $19.5M); decreased their positions in BSCR (-1.5M shares, valued at $29.8M), IBMO (-419.5K shares, valued at $10.8M), ZTS (-75.5K shares, valued at $9.5M); initiated new positions in N/A (+1.2M shares, valued at $734.0M), N/A (+21.8K shares, valued at $13.4M), PLTR (+57.1K shares, valued at $10.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2M sharesnew addition2025-12-312026-02-09

IVV ISHARES TR432.9K shares-1.05%2025-12-312026-02-09

AAPL APPLE INC987.4K shares2.51%2025-12-312026-02-09

IWF ISHARES TR547.8K shares-0.94%2025-12-312026-02-09

VO VANGUARD INDEX FDS701.6K shares0.65%2025-12-312026-02-09

MSFT MICROSOFT CORP329.7K shares5.27%2025-12-312026-02-09

VB VANGUARD INDEX FDS546.4K shares0.96%2025-12-312026-02-09

SPDW SPDR INDEX SHS FDS3.0M shares3.10%2025-12-312026-02-09

Sponsored

VTV VANGUARD INDEX FDS694.3K shares1.99%2025-12-312026-02-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T681.3K shares12.43%2025-12-312026-02-09

VMBS VANGUARD SCOTTSDALE FDS2.7M shares7.72%2025-12-312026-02-09

ALPHABET INC ALPHABET INC323.9K shares1.44%2025-12-312026-02-09

NVDA NVIDIA CORPORATION542.1K shares6.77%2025-12-312026-02-09

DFAI DIMENSIONAL ETF TRUST2.7M shares0.88%2025-12-312026-02-09

SPY SPDR S&P 500 ETF TR139.2K shares5.77%2025-12-312026-02-09

DLN WISDOMTREE TR1.1M shares-0.19%2025-12-312026-02-09

Sponsored

AMZN AMAZON COM INC381.1K shares7.23%2025-12-312026-02-09

JPM JPMORGAN CHASE & CO.259.9K shares1.17%2025-12-312026-02-09

IEFA ISHARES TR924.0K shares9.39%2025-12-312026-02-09

NSC NORFOLK SOUTHN CORP264.9K shares-5.08%2025-12-312026-02-09

QUAL ISHARES TR384.9K shares-1.05%2025-12-312026-02-09

JEPI J P MORGAN EXCHANGE TRADED F1.3M shares-4.61%2025-12-312026-02-09

IWR ISHARES TR765.0K shares-0.44%2025-12-312026-02-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL136.9K shares2.03%2025-12-312026-02-09

Sponsored

VONG VANGUARD SCOTTSDALE FDS548.9K shares-2.59%2025-12-312026-02-09

BSCT INVESCO EXCH TRD SLF IDX FD3.4M shares8.97%2025-12-312026-02-09

BSCS INVESCO EXCH TRD SLF IDX FD3.1M shares6.87%2025-12-312026-02-09

IJH ISHARES TR941.4K shares-0.39%2025-12-312026-02-09

BSCU INVESCO EXCH TRD SLF IDX FD3.6M shares7.36%2025-12-312026-02-09

ALPHABET INC ALPHABET INC191.6K shares3.82%2025-12-312026-02-09

IJR ISHARES TR491.4K shares-2.20%2025-12-312026-02-09

CAT CATERPILLAR INC100.7K shares-3.84%2025-12-312026-02-09

Sponsored

LLY ELI LILLY & CO49.4K shares1.39%2025-12-312026-02-09

XLG INVESCO EXCHANGE TRADED FD T886.9K shares-1.09%2025-12-312026-02-09

BSCX INVESCO EXCH TRD SLF IDX FD2.4M shares157.84%2025-12-312026-02-09

EFA ISHARES TR523.2K shares6.54%2025-12-312026-02-09

JNJ JOHNSON & JOHNSON235.5K shares-0.26%2025-12-312026-02-09

VTI VANGUARD INDEX FDS141.8K shares2.74%2025-12-312026-02-09

WMT WALMART INC416.1K shares1.76%2025-12-312026-02-09

IVW ISHARES TR369.2K shares0.71%2025-12-312026-02-09

Sponsored

SCHR SCHWAB STRATEGIC TR1.8M shares3.24%2025-12-312026-02-09

NEOS ETF TRUST NEOS ETF TRUST845.8K shares6.66%2025-12-312026-02-09

BROADCOM INC BROADCOM INC119.4K shares26.39%2025-12-312026-02-09

ORCL ORACLE CORP210.7K shares-2.63%2025-12-312026-02-09

COST COSTCO WHSL CORP NEW47.4K shares2.59%2025-12-312026-02-09

IWV ISHARES TR102.0K shares0.31%2025-12-312026-02-09

META META PLATFORMS INC59.2K shares99.89%2025-12-312026-02-09

VIG VANGUARD SPECIALIZED FUNDS174.6K shares6.13%2025-12-312026-02-09

Sponsored

SDY SPDR SERIES TRUST275.3K shares-0.68%2025-12-312026-02-09

MA MASTERCARD INCORPORATED60.9K shares1.96%2025-12-312026-02-09

RTX RTX CORPORATION175.2K shares-1.14%2025-12-312026-02-09

JAAA JANUS DETROIT STR TR623.3K shares19.50%2025-12-312026-02-09

IWD ISHARES TR148.6K shares2.09%2025-12-312026-02-09

PEP PEPSICO INC208.5K shares1.02%2025-12-312026-02-09

IWB ISHARES TR78.9K shares10.94%2025-12-312026-02-09

XOM EXXON MOBIL CORP235.5K shares3.61%2025-12-312026-02-09

Sponsored

PG PROCTER AND GAMBLE CO196.3K shares-1.41%2025-12-312026-02-09

IXUS ISHARES TR327.5K shares10.01%2025-12-312026-02-09

MDY SPDR S&P MIDCAP 400 ETF TR44.4K shares-4.97%2025-12-312026-02-09

CVX CHEVRON CORP NEW170.5K shares4.77%2025-12-312026-02-09

HD HOME DEPOT INC72.6K shares3.76%2025-12-312026-02-09

IBMQ ISHARES TR962.0K shares5.36%2025-12-312026-02-09

IBMP ISHARES TR956.6K shares3.62%2025-12-312026-02-09

IBMR ISHARES TR952.4K shares5.58%2025-12-312026-02-09

Sponsored

SCHW SCHWAB CHARLES CORP241.8K shares0.29%2025-12-312026-02-09

IVE ISHARES TR113.9K shares0.50%2025-12-312026-02-09

VT VANGUARD INTL EQUITY INDEX F171.1K shares-1.99%2025-12-312026-02-09

BKNG BOOKING HOLDINGS INC4.4K shares2.45%2025-12-312026-02-09

ABBV ABBVIE INC101.8K shares0.34%2025-12-312026-02-09

VONV VANGUARD SCOTTSDALE FDS251.2K shares-0.03%2025-12-312026-02-09

V VISA INC65.7K shares6.09%2025-12-312026-02-09

DHR DANAHER CORPORATION100.3K shares6.75%2025-12-312026-02-09

Sponsored

IWM ISHARES TR93.2K shares-1.18%2025-12-312026-02-09

IBMS ISHARES TR877.2K shares102.34%2025-12-312026-02-09

PANW PALO ALTO NETWORKS INC121.9K shares1.78%2025-12-312026-02-09

DFAE DIMENSIONAL ETF TRUST675.6K shares0.82%2025-12-312026-02-09

USHY ISHARES TR585.1K shares-2.88%2025-12-312026-02-09

AGG ISHARES TR217.1K shares22.18%2025-12-312026-02-09

CRM SALESFORCE INC80.8K shares3.40%2025-12-312026-02-09

WM WASTE MGMT INC DEL97.3K shares2.17%2025-12-312026-02-09

Sponsored

PFM INVESCO EXCHANGE TRADED FD T415.0K shares-0.50%2025-12-312026-02-09

VYM VANGUARD WHITEHALL FDS148.5K shares9.49%2025-12-312026-02-09

TSLA TESLA INC46.8K shares16.85%2025-12-312026-02-09

ICE INTERCONTINENTAL EXCHANGE IN127.3K shares3.31%2025-12-312026-02-09

ULTA ULTA BEAUTY INC33.5K shares-0.16%2025-12-312026-02-09

KEY KEYCORP978.0K shares-7.19%2025-12-312026-02-09

UBER UBER TECHNOLOGIES INC244.7K shares2.21%2025-12-312026-02-09

CSCO CISCO SYS INC257.5K shares1.58%2025-12-312026-02-09

Sponsored

PGR PROGRESSIVE CORP84.5K shares0.54%2025-12-312026-02-09

ABT ABBOTT LABS152.4K shares-0.22%2025-12-312026-02-09

PGX INVESCO EXCH TRADED FD TR II1.7M shares38.35%2025-12-312026-02-09

TTWO TAKE-TWO INTERACTIVE SOFTWAR71.7K shares0.08%2025-12-312026-02-09

PH PARKER-HANNIFIN CORP20.8K shares-0.14%2025-12-312026-02-09

LYV LIVE NATION ENTERTAINMENT IN126.5K shares0.91%2025-12-312026-02-09

AXP AMERICAN EXPRESS CO47.6K shares0.32%2025-12-312026-02-09

GLD SPDR GOLD TR43.1K shares1.43%2025-12-312026-02-09

Sponsored

ZM ZOOM COMMUNICATIONS INC194.7K shares7.52%2025-12-312026-02-09

HYLB DBX ETF TR450.3K shares0.31%2025-12-312026-02-09

TXN TEXAS INSTRS INC95.0K shares-5.91%2025-12-312026-02-09

NOW SERVICENOW INC106.8K shares412.78%2025-12-312026-02-09

EATON CORP PLC EATON CORP PLC50.5K shares12.90%2025-12-312026-02-09

VEA VANGUARD TAX-MANAGED FDS256.2K shares0.65%2025-12-312026-02-09

AWK AMERICAN WTR WKS CO INC NEW121.8K shares-0.66%2025-12-312026-02-09

ACI ALBERTSONS COS INC889.7K shares82.03%2025-12-312026-02-09

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2025-12-312026-02-09

MU MICRON TECHNOLOGY INC49.9K shares-7.32%2025-12-312026-02-09

MCD MCDONALDS CORP46.0K shares5.58%2025-12-312026-02-09

KO COCA COLA CO199.2K shares8.18%2025-12-312026-02-09

VONE VANGUARD SCOTTSDALE FDS44.8K shares-0.32%2025-12-312026-02-09

VUG VANGUARD INDEX FDS27.8K shares-1.97%2025-12-312026-02-09

INVESCO QQQ TR INVESCO QQQ TR21.8K sharesnew addition2025-12-312026-02-09

GS GOLDMAN SACHS GROUP INC14.8K shares3.23%2025-12-312026-02-09

Sponsored

MUB ISHARES TR121.4K shares0.69%2025-12-312026-02-09

IBM INTERNATIONAL BUSINESS MACHS42.6K shares2.65%2025-12-312026-02-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL45.1K shares-17.78%2025-12-312026-02-09

MUNI PIMCO ETF TR234.3K shares21.53%2025-12-312026-02-09

ADBE ADOBE INC34.9K shares-13.22%2025-12-312026-02-09

GE AEROSPACE GE AEROSPACE39.1K shares5.67%2025-12-312026-02-09

MO ALTRIA GROUP INC207.3K shares-2.95%2025-12-312026-02-09

ORLY OREILLY AUTOMOTIVE INC130.5K shares0.79%2025-12-312026-02-09

Sponsored

IWS ISHARES TR84.4K shares-0.54%2025-12-312026-02-09

ITOT ISHARES TR79.4K shares-7.81%2025-12-312026-02-09

VTEB VANGUARD MUN BD FDS232.1K shares50.41%2025-12-312026-02-09

BOND PIMCO ETF TR125.3K shares3.53%2025-12-312026-02-09

AMGN AMGEN INC35.5K shares-0.70%2025-12-312026-02-09

MERCK & CO INC MERCK & CO INC110.4K shares-2.68%2025-12-312026-02-09

SPHY SPDR SERIES TRUST486.7K shares0.07%2025-12-312026-02-09

AMAT APPLIED MATLS INC44.6K shares1.72%2025-12-312026-02-09

Sponsored

AKAM AKAMAI TECHNOLOGIES INC130.0K shares3.10%2025-12-312026-02-09

LOW LOWES COS INC46.9K shares14.80%2025-12-312026-02-09

SJNK SPDR SERIES TRUST445.5K shares1.30%2025-12-312026-02-09

SHYG ISHARES TR257.4K shares-0.16%2025-12-312026-02-09

CSGP COSTAR GROUP INC160.5K shares-16.65%2025-12-312026-02-09

CROX CROCS INC125.5K shares-19.70%2025-12-312026-02-09

BLACKSTONE INC BLACKSTONE INC69.5K shares-0.15%2025-12-312026-02-09

LECO LINCOLN ELEC HLDGS INC44.1K shares-2.50%2025-12-312026-02-09

Sponsored

SCHM SCHWAB STRATEGIC TR346.5K shares-2.02%2025-12-312026-02-09

ADP AUTOMATIC DATA PROCESSING IN40.4K shares2.31%2025-12-312026-02-09

PLTR PALANTIR TECHNOLOGIES INC57.1K sharesnew addition2025-12-312026-02-09

T AT&T INC404.7K shares2.49%2025-12-312026-02-09

WFC WELLS FARGO CO NEW107.8K shares6.00%2025-12-312026-02-09

VXF VANGUARD INDEX FDS47.7K shares5.79%2025-12-312026-02-09

BND VANGUARD BD INDEX FDS129.2K shares1.61%2025-12-312026-02-09

BSCR INVESCO EXCH TRD SLF IDX FD466.4K shares-76.39%2025-12-312026-02-09

Sponsored

BAC BANK AMERICA CORP160.8K shares8.27%2025-12-312026-02-09

IEMG ISHARES INC131.4K shares-31.45%2025-12-312026-02-09

ACWI ISHARES TR62.3K shares-0.25%2025-12-312026-02-09

QCOM QUALCOMM INC49.0K shares3.80%2025-12-312026-02-09

SGOV ISHARES TR83.2K shares-3.43%2025-12-312026-02-09

DE DEERE & CO17.9K shares-1.09%2025-12-312026-02-09

TJX TJX COS INC NEW54.1K shares5.65%2025-12-312026-02-09

NEE NEXTERA ENERGY INC102.0K shares2.76%2025-12-312026-02-09

Sponsored

USMV ISHARES TR83.7K shares-17.37%2025-12-312026-02-09

SHW SHERWIN WILLIAMS CO24.2K shares0.86%2025-12-312026-02-09

SPEM SPDR INDEX SHS FDS160.5K shares-0.46%2025-12-312026-02-09

MS MORGAN STANLEY41.4K shares4.18%2025-12-312026-02-09

SCHD SCHWAB STRATEGIC TR266.9K shares-13.86%2025-12-312026-02-09

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC249.3K shares-20.92%2025-12-312026-02-09

SHY ISHARES TR87.0K shares1.37%2025-12-312026-02-09

NFLX NETFLIX INC76.4K shares1091.80%2025-12-312026-02-09

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND26.2K shares5.43%2025-12-312026-02-09

SYK STRYKER CORPORATION19.9K shares21.56%2025-12-312026-02-09

ARCC ARES CAPITAL CORP346.0K shares-17.99%2025-12-312026-02-09

XLK SELECT SECTOR SPDR TR48.4K shares97.73%2025-12-312026-02-09

IWP ISHARES TR50.8K shares0.03%2025-12-312026-02-09

DIS DISNEY WALT CO60.2K shares2.15%2025-12-312026-02-09

SPGI S&P GLOBAL INC13.1K shares1.29%2025-12-312026-02-09

SCHG SCHWAB STRATEGIC TR208.4K shares-1.79%2025-12-312026-02-09

Sponsored

BMY BRISTOL-MYERS SQUIBB CO125.9K shares7.40%2025-12-312026-02-09

PYLD PIMCO ETF TR253.2K shares4.27%2025-12-312026-02-09

EAGL 2023 ETF SERIES TRUST202.2K shares13.06%2025-12-312026-02-09

GEV GE VERNOVA INC10.0K shares4.10%2025-12-312026-02-09

LMT LOCKHEED MARTIN CORP13.5K shares6.17%2025-12-312026-02-09

TFC TRUIST FINL CORP129.9K shares32.08%2025-12-312026-02-09

VEU VANGUARD INTL EQUITY INDEX F85.8K shares7.83%2025-12-312026-02-09

SCHF SCHWAB STRATEGIC TR260.7K shares-1.63%2025-12-312026-02-09

Sponsored

DAL DELTA AIR LINES INC DEL88.7K shares-0.17%2025-12-312026-02-09

BSCW INVESCO EXCH TRD SLF IDX FD290.0K shares4.21%2025-12-312026-02-09

PM PHILIP MORRIS INTL INC37.6K shares-0.41%2025-12-312026-02-09

ARISTA NETWORKS INC ARISTA NETWORKS INC46.0K shares6.12%2025-12-312026-02-09

DFUS DIMENSIONAL ETF TRUST78.9K shares-1.96%2025-12-312026-02-09

NOC NORTHROP GRUMMAN CORP10.2K shares-0.61%2025-12-312026-02-09

HON HONEYWELL INTL INC29.6K shares8.41%2025-12-312026-02-09

PWR QUANTA SVCS INC13.7K shares10.36%2025-12-312026-02-09

Sponsored

PNC PNC FINL SVCS GROUP INC27.6K shares-1.22%2025-12-312026-02-09

UNH UNITEDHEALTH GROUP INC17.3K shares-0.77%2025-12-312026-02-09

VXUS VANGUARD STAR FDS75.1K shares45.46%2025-12-312026-02-09

CWI SPDR INDEX SHS FDS157.4K shares0.04%2025-12-312026-02-09

FITB FIFTH THIRD BANCORP120.2K shares-7.18%2025-12-312026-02-09

VHT VANGUARD WORLD FD19.5K shares-0.03%2025-12-312026-02-09

VCSH VANGUARD SCOTTSDALE FDS70.1K shares392.46%2025-12-312026-02-09

AOA ISHARES TR62.0K shares-0.05%2025-12-312026-02-09

Sponsored

VWO VANGUARD INTL EQUITY INDEX F102.1K shares6.29%2025-12-312026-02-09

VNQ VANGUARD INDEX FDS61.0K shares3.98%2025-12-312026-02-09

EMR EMERSON ELEC CO40.6K shares-1.21%2025-12-312026-02-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW45.4K shares-12.90%2025-12-312026-02-09

INTC INTEL CORP143.9K shares0.73%2025-12-312026-02-09

IEI ISHARES TR44.3K shares-9.65%2025-12-312026-02-09

ACWX ISHARES TR78.5K shares29.33%2025-12-312026-02-09

TOWN TOWNEBANK PORTSMOUTH VA156.5K shares-0.58%2025-12-312026-02-09

Sponsored

NACP TIDAL TRUST III105.5K shares-11.48%2025-12-312026-02-09

MEDTRONIC PLC MEDTRONIC PLC52.0K shares17.87%2025-12-312026-02-09

SO SOUTHERN CO57.3K shares2.64%2025-12-312026-02-09

PHYS SPROTT ASSET MANAGEMENT LP149.9K shares15.75%2025-12-312026-02-09

CB CHUBB LIMITED15.7K shares24.56%2025-12-312026-02-09

DVY ISHARES TR34.6K shares0.15%2025-12-312026-02-09

BLACKROCK INC BLACKROCK INC4.5K shares5.68%2025-12-312026-02-09

MMM 3M CO29.7K shares4.61%2025-12-312026-02-09

Sponsored

ISRG INTUITIVE SURGICAL INC8.4K shares54.08%2025-12-312026-02-09

BA BOEING CO21.4K shares12.62%2025-12-312026-02-09

PFE PFIZER INC185.0K shares-0.65%2025-12-312026-02-09

XLF SELECT SECTOR SPDR TR83.7K shares-6.60%2025-12-312026-02-09

CFO VICTORY PORTFOLIOS II61.6K shares8.76%2025-12-312026-02-09

QFLR INNOVATOR ETFS TRUST131.1K shares13.88%2025-12-312026-02-09

COF CAPITAL ONE FINL CORP18.4K shares21.05%2025-12-312026-02-09

NOBL PROSHARES TR42.7K shares0.50%2025-12-312026-02-09

Sponsored

ADI ANALOG DEVICES INC15.9K shares-7.19%2025-12-312026-02-09

AJG GALLAGHER ARTHUR J & CO16.6K shares43.09%2025-12-312026-02-09

ITM VANECK ETF TRUST91.0K shares1.17%2025-12-312026-02-09

AHH ARMADA HOFFLER PPTYS INC647.7K shares-2.68%2025-12-312026-02-09

INTU INTUIT6.4K shares14.49%2025-12-312026-02-09

UNP UNION PAC CORP18.3K shares8.11%2025-12-312026-02-09

AMT AMERICAN TOWER CORP NEW24.0K shares19.01%2025-12-312026-02-09

VBR VANGUARD INDEX FDS19.9K shares-2.33%2025-12-312026-02-09

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD215.1K shares0.24%2025-12-312026-02-09

AMD ADVANCED MICRO DEVICES INC19.6K shares14.98%2025-12-312026-02-09

TMO THERMO FISHER SCIENTIFIC INC7.1K shares-2.82%2025-12-312026-02-09

CME CME GROUP INC15.1K shares3.99%2025-12-312026-02-09

IGF ISHARES TR66.9K shares33.55%2025-12-312026-02-09

VTHR VANGUARD SCOTTSDALE FDS13.3K shares-0.77%2025-12-312026-02-09

MKL MARKEL GROUP INC1.9K shares0.43%2025-12-312026-02-09

AVUV AMERICAN CENTY ETF TR39.1K shares9.50%2025-12-312026-02-09

Sponsored

IBDW ISHARES TR186.2K shares13.55%2025-12-312026-02-09

AON PLC AON PLC10.5K shares3.12%2025-12-312026-02-09

RWR SPDR SERIES TRUST37.6K shares-51.98%2025-12-312026-02-09

VZ VERIZON COMMUNICATIONS INC90.4K shares2.02%2025-12-312026-02-09

CSX CSX CORP101.3K shares0.12%2025-12-312026-02-09

NKE NIKE INC56.9K shares4.51%2025-12-312026-02-09

UJAN INNOVATOR ETFS TRUST83.8K shares0.00%2025-12-312026-02-09

HBAN HUNTINGTON BANCSHARES INC208.8K shares-0.90%2025-12-312026-02-09

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CITIGROUP INC CITIGROUP INC30.9K shares9.68%2025-12-312026-02-09

TDG TRANSDIGM GROUP INC2.7K shares9.47%2025-12-312026-02-09

QQQH NEOS ETF TRUST65.8K shares8.19%2025-12-312026-02-09

LAM RESEARCH CORP LAM RESEARCH CORP20.8K shares6.26%2025-12-312026-02-09

IJK ISHARES TR36.4K shares1.43%2025-12-312026-02-09

SUB ISHARES TR32.9K shares1.77%2025-12-312026-02-09

GLW CORNING INC40.0K shares-6.24%2025-12-312026-02-09

CINF CINCINNATI FINL CORP21.4K shares-0.38%2025-12-312026-02-09

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CL COLGATE PALMOLIVE CO44.1K shares2.99%2025-12-312026-02-09

DFUV DIMENSIONAL ETF TRUST74.5K shares0.16%2025-12-312026-02-09

LINDE PLC LINDE PLC8.0K shares12.12%2025-12-312026-02-09

NEM NEWMONT CORP33.3K shares7.09%2025-12-312026-02-09

CMI CUMMINS INC6.5K shares-6.85%2025-12-312026-02-09

TFSL TFS FINL CORP247.2K shares12.58%2025-12-312026-02-09

VOT VANGUARD INDEX FDS11.7K shares-1.10%2025-12-312026-02-09

IBIT ISHARES BITCOIN TRUST ETF65.4K shares50.00%2025-12-312026-02-09

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IWO ISHARES TR10.0K shares0.50%2025-12-312026-02-09

UPS UNITED PARCEL SERVICE INC32.5K shares85.44%2025-12-312026-02-09

ITW ILLINOIS TOOL WKS INC13.1K shares3.76%2025-12-312026-02-09

MSI MOTOROLA SOLUTIONS INC8.4K shares3.48%2025-12-312026-02-09

ALL ALLSTATE CORP15.3K shares2.07%2025-12-312026-02-09

SCHH SCHWAB STRATEGIC TR150.3K shares0.03%2025-12-312026-02-09

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO47.9K sharesnew addition2025-12-312026-02-09

MCK MCKESSON CORP3.7K shares21.85%2025-12-312026-02-09

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.0K shares3.72%2025-12-312026-02-09

IWN ISHARES TR16.8K shares0.09%2025-12-312026-02-09

APD AIR PRODS & CHEMS INC12.3K shares-1.05%2025-12-312026-02-09

SPGM SPDR INDEX SHS FDS39.1K shares25.85%2025-12-312026-02-09

EPD ENTERPRISE PRODS PARTNERS L93.2K shares0.96%2025-12-312026-02-09

MCO MOODYS CORP5.8K shares5.18%2025-12-312026-02-09

NDSN NORDSON CORP12.1K shares-0.61%2025-12-312026-02-09

SCHX SCHWAB STRATEGIC TR107.7K shares-1.19%2025-12-312026-02-09

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ZTS ZOETIS INC22.8K shares-76.82%2025-12-312026-02-09

TGT TARGET CORP29.1K shares-14.37%2025-12-312026-02-09

CVS CVS HEALTH CORP35.6K shares-2.40%2025-12-312026-02-09

ISHARES GOLD TR ISHARES GOLD TR34.7K shares5.90%2025-12-312026-02-09

WBD WARNER BROS DISCOVERY INC95.8K shares4.77%2025-12-312026-02-09

IGSB ISHARES TR52.1K shares-1.81%2025-12-312026-02-09

ELV ELEVANCE HEALTH INC FORMERLY7.8K shares1.24%2025-12-312026-02-09

VGT VANGUARD WORLD FD3.6K shares-5.06%2025-12-312026-02-09

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CEG CONSTELLATION ENERGY CORP7.7K shares7.48%2025-12-312026-02-09

TSM TAIWAN SEMICONDUCTOR MFG LTD8.9K shares5.06%2025-12-312026-02-09

NVS NOVARTIS AG19.1K shares0.59%2025-12-312026-02-09

BIP BROOKFIELD INFRAST PARTNERS75.7K shares-1.81%2025-12-312026-02-09

CSQ CALAMOS STRATEGIC TOTAL RETU135.4K shares-2.01%2025-12-312026-02-09

FDX FEDEX CORP9.0K shares9.91%2025-12-312026-02-09

IGV ISHARES TR24.3K shares25.58%2025-12-312026-02-09

APH AMPHENOL CORP NEW18.9K shares-1.13%2025-12-312026-02-09

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MLM MARTIN MARIETTA MATLS INC4.1K shares4.66%2025-12-312026-02-09

DFAS DIMENSIONAL ETF TRUST36.5K shares-0.19%2025-12-312026-02-09

RY ROYAL BK CDA14.9K shares-7.88%2025-12-312026-02-09

SCHV SCHWAB STRATEGIC TR85.3K shares3.22%2025-12-312026-02-09

THE CIGNA GROUP THE CIGNA GROUP9.1K shares32.29%2025-12-312026-02-09

VTES VANGUARD WELLINGTON FD24.2K shares39.76%2025-12-312026-02-09

HAP VANECK ETF TRUST40.7K shares0.00%2025-12-312026-02-09

VGK VANGUARD INTL EQUITY INDEX F29.1K shares16.23%2025-12-312026-02-09

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KLAC KLA CORP2.0K shares5.55%2025-12-312026-02-09

KKR & CO INC KKR & CO INC19.0K shares12.88%2025-12-312026-02-09

D DOMINION ENERGY INC41.3K shares1.53%2025-12-312026-02-09

CORZ CORE SCIENTIFIC INC NEW163.8K shares0.61%2025-12-312026-02-09

GOVT ISHARES TR103.0K shares3.39%2025-12-312026-02-09

LH LABCORP HOLDINGS INC9.3K shares-3.73%2025-12-312026-02-09

SBUX STARBUCKS CORP27.7K shares4.27%2025-12-312026-02-09

COP CONOCOPHILLIPS24.8K shares13.72%2025-12-312026-02-09

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SIVR ABRDN SILVER ETF TRUST34.1K shares15.18%2025-12-312026-02-09

AYI ACUITY INC6.4K shares2.27%2025-12-312026-02-09

NEU NEWMARKET CORP3.4K shares-2.07%2025-12-312026-02-09

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD43.8K shares0.60%2025-12-312026-02-09

TRV TRAVELERS COMPANIES INC7.8K shares16.39%2025-12-312026-02-09

VTWG VANGUARD SCOTTSDALE FDS9.4K shares0.01%2025-12-312026-02-09

CMCSA COMCAST CORP NEW74.4K shares-6.67%2025-12-312026-02-09

PULS PGIM ETF TR44.3K shares-13.89%2025-12-312026-02-09

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TSCO TRACTOR SUPPLY CO43.5K shares2.70%2025-12-312026-02-09

RMT ROYCE MICRO-CAP TR INC208.6K shares-2.92%2025-12-312026-02-09

GWW WW GRAINGER INC2.1K shares-5.87%2025-12-312026-02-09

MDLZ MONDELEZ INTL INC39.8K shares2.43%2025-12-312026-02-09

SCHA SCHWAB STRATEGIC TR75.1K shares-0.49%2025-12-312026-02-09

GM GENERAL MTRS CO25.7K shares-0.89%2025-12-312026-02-09

LQD ISHARES TR18.9K shares-19.97%2025-12-312026-02-09

CMG CHIPOTLE MEXICAN GRILL INC56.3K shares13.07%2025-12-312026-02-09

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AMP AMERIPRISE FINL INC4.2K shares13.87%2025-12-312026-02-09

VTWV VANGUARD SCOTTSDALE FDS12.9K shares0.01%2025-12-312026-02-09

JEPQ J P MORGAN EXCHANGE TRADED F35.3K shares5.43%2025-12-312026-02-09

IUSG ISHARES TR12.2K shares0.00%2025-12-312026-02-09

SYY SYSCO CORP27.4K shares7.73%2025-12-312026-02-09

STT STATE STR CORP15.6K shares2.27%2025-12-312026-02-09

FCX FREEPORT-MCMORAN INC39.6K shares10.24%2025-12-312026-02-09

MNST MONSTER BEVERAGE CORP NEW26.2K shares6.60%2025-12-312026-02-09

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PPG PPG INDS INC19.5K shares-0.97%2025-12-312026-02-09

LVS LAS VEGAS SANDS CORP30.3K shares28.68%2025-12-312026-02-09

WSM WILLIAMS SONOMA INC11.0K shares1.93%2025-12-312026-02-09

BSX BOSTON SCIENTIFIC CORP20.5K shares127.77%2025-12-312026-02-09

IDXX IDEXX LABS INC2.9K shares23.99%2025-12-312026-02-09

VIS VANGUARD WORLD FD6.5K shares0.03%2025-12-312026-02-09

KNSL KINSALE CAP GROUP INC4.9K shares1.61%2025-12-312026-02-09

ROP ROPER TECHNOLOGIES INC4.2K shares6.14%2025-12-312026-02-09

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FBTC FIDELITY WISE ORIGIN BITCOIN24.4K shares8.79%2025-12-312026-02-09

MMC MARSH & MCLENNAN COS INC10.0K shares9.45%2025-12-312026-02-09

IBDS ISHARES TR75.8K shares-15.19%2025-12-312026-02-09

MPC MARATHON PETE CORP11.3K shares-14.76%2025-12-312026-02-09

EXPE EXPEDIA GROUP INC6.3K shares3.81%2025-12-312026-02-09

CBOE CBOE GLOBAL MKTS INC7.1K shares2.74%2025-12-312026-02-09

PRU PRUDENTIAL FINL INC15.8K shares3.30%2025-12-312026-02-09

MAR MARRIOTT INTL INC NEW5.7K shares7.14%2025-12-312026-02-09

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IJJ ISHARES TR13.5K shares0.12%2025-12-312026-02-09

EFV ISHARES TR24.8K shares45.02%2025-12-312026-02-09

SUSA ISHARES TR12.6K shares5.88%2025-12-312026-02-09

CENCORA INC CENCORA INC5.2K shares35.03%2025-12-312026-02-09

VCR VANGUARD WORLD FD4.4K shares0.02%2025-12-312026-02-09

GDDY GODADDY INC14.1K shares14.39%2025-12-312026-02-09

GSLC GOLDMAN SACHS ETF TR13.2K shares-2.78%2025-12-312026-02-09

GLDM WORLD GOLD TR20.3K shares8.91%2025-12-312026-02-09

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FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D802 shares-2.43%2025-12-312026-02-09

SPGP INVESCO EXCHANGE TRADED FD T15.1K shares-0.42%2025-12-312026-02-09

URI UNITED RENTALS INC2.1K shares7.61%2025-12-312026-02-09

IUSB ISHARES TR36.8K shares2.96%2025-12-312026-02-09

BDX BECTON DICKINSON & CO8.8K shares-0.16%2025-12-312026-02-09

SHEL SHELL PLC23.0K shares8.34%2025-12-312026-02-09

EEM ISHARES TR30.7K shares-3.73%2025-12-312026-02-09

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO37.0K shares-7.90%2025-12-312026-02-09

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OEF ISHARES TR4.9K shares0.00%2025-12-312026-02-09

VTIP VANGUARD MALVERN FDS33.6K shares975.58%2025-12-312026-02-09

CBRE CBRE GROUP INC10.3K shares11.31%2025-12-312026-02-09

VLO VALERO ENERGY CORP10.2K shares-4.29%2025-12-312026-02-09

VIOO VANGUARD ADMIRAL FDS INC14.9K shares11.68%2025-12-312026-02-09

IQV IQVIA HLDGS INC7.3K shares14.68%2025-12-312026-02-09

VDC VANGUARD WORLD FD7.8K shares-0.57%2025-12-312026-02-09

PX P10 INC167.8K shares-30.64%2025-12-312026-02-09

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INDA ISHARES TR30.3K sharesnew addition2025-12-312026-02-09

PAYX PAYCHEX INC14.6K shares6.73%2025-12-312026-02-09

ACWV ISHARES INC13.7K shares33.11%2025-12-312026-02-09

PLD PROLOGIS INC.12.6K shares36.22%2025-12-312026-02-09

VRTX VERTEX PHARMACEUTICALS INC3.5K shares0.00%2025-12-312026-02-09

PSX PHILLIPS 6612.2K shares3.24%2025-12-312026-02-09

CTAS CINTAS CORP8.3K shares49.33%2025-12-312026-02-09

AFL AFLAC INC14.2K shares58.81%2025-12-312026-02-09

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RKT ROCKET COS INC80.1K shares-0.00%2025-12-312026-02-09

FSLR FIRST SOLAR INC5.9K shares5.21%2025-12-312026-02-09

AEP AMERICAN ELEC PWR CO INC13.2K shares4.04%2025-12-312026-02-09

DLTR DOLLAR TREE INC12.3K shares-2.89%2025-12-312026-02-09

GTO INVESCO ACTIVELY MANAGED EXC31.6K shares14.91%2025-12-312026-02-09

IBMO ISHARES TR58.1K shares-87.83%2025-12-312026-02-09

QYLD GLOBAL X FDS84.2K shares29.01%2025-12-312026-02-09

GDEC FIRST TR EXCHNG TRADED FD VI39.3K shares0.00%2025-12-312026-02-09

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CRWD CROWDSTRIKE HLDGS INC3.2K shares10.03%2025-12-312026-02-09

ASML ASML HOLDING N V1.4K shares9.72%2025-12-312026-02-09

GRMN GARMIN LTD7.2K shares-8.62%2025-12-312026-02-09

CNI CANADIAN NATL RY CO14.7K shares0.33%2025-12-312026-02-09

BBY BEST BUY INC21.6K shares6.26%2025-12-312026-02-09

ROST ROSS STORES INC7.9K shares23.62%2025-12-312026-02-09

KMB KIMBERLY-CLARK CORP14.1K shares-24.58%2025-12-312026-02-09

UAUG INNOVATOR ETFS TRUST35.4K shares0.00%2025-12-312026-02-09

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CARR CARRIER GLOBAL CORPORATION26.6K shares13.43%2025-12-312026-02-09

SPOT SPOTIFY TECHNOLOGY S A2.4K shares-1.11%2025-12-312026-02-09

NUE NUCOR CORP8.5K shares3.43%2025-12-312026-02-09

AME AMETEK INC6.7K shares18.76%2025-12-312026-02-09

RSPT INVESCO EXCHANGE TRADED FD T30.1K shares-25.71%2025-12-312026-02-09

WELL WELLTOWER INC7.4K shares21.49%2025-12-312026-02-09

DIA SPDR DOW JONES INDL AVERAGE2.8K shares-2.73%2025-12-312026-02-09

MKC MCCORMICK & CO INC20.1K shares-1.79%2025-12-312026-02-09

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TT TRANE TECHNOLOGIES PLC3.5K shares15.43%2025-12-312026-02-09

VFMO VANGUARD WELLINGTON FD7.1K shares-14.99%2025-12-312026-02-09

FAST FASTENAL CO33.4K shares9.04%2025-12-312026-02-09

TPL TEXAS PACIFIC LAND CORPORATI4.6K shares204.33%2025-12-312026-02-09

ECL ECOLAB INC5.1K shares39.60%2025-12-312026-02-09

XLE SELECT SECTOR SPDR TR29.7K shares101.48%2025-12-312026-02-09

YUM YUM BRANDS INC8.7K shares-2.26%2025-12-312026-02-09

LHX L3HARRIS TECHNOLOGIES INC4.5K shares-0.64%2025-12-312026-02-09

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FI FISERV INC19.3K shares-82.50%2025-12-312026-02-09

IBDT ISHARES TR50.4K shares-0.23%2025-12-312026-02-09

SHOP SHOPIFY INC7.9K shares8.52%2025-12-312026-02-09

SPTM SPDR SERIES TRUST15.3K shares188.17%2025-12-312026-02-09

FIX COMFORT SYS USA INC1.3K shares10.51%2025-12-312026-02-09

QQQI NEOS ETF TRUST23.2K shares20.82%2025-12-312026-02-09

EQH EQUITABLE HLDGS INC25.9K shares1.29%2025-12-312026-02-09

SCZ ISHARES TR15.9K shares0.16%2025-12-312026-02-09

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OTIS OTIS WORLDWIDE CORP14.1K shares13.77%2025-12-312026-02-09

IYW ISHARES TR6.1K shares1.64%2025-12-312026-02-09

JEF JEFFERIES FINL GROUP INC19.8K shares5965.34%2025-12-312026-02-09

RXI ISHARES TR6.0K shares1.81%2025-12-312026-02-09

AES AES CORP85.0K shares1.19%2025-12-312026-02-09

MBCN MIDDLEFIELD BANC CORP34.7K shares-11.90%2025-12-312026-02-09

BCAT BLACKROCK CAP ALLOCATION TER84.4K shares0.00%2025-12-312026-02-09

BSCV INVESCO EXCH TRD SLF IDX FD71.5K shares431.66%2025-12-312026-02-09

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GIL GILDAN ACTIVEWEAR INC19.0K shares0.07%2025-12-312026-02-09

BIL SPDR SERIES TRUST13.0K shares0.58%2025-12-312026-02-09

ROK ROCKWELL AUTOMATION INC3.0K shares5.45%2025-12-312026-02-09

CDNS CADENCE DESIGN SYSTEM INC3.8K shares37.20%2025-12-312026-02-09

VTEI VANGUARD MUN BD FDS11.6K shares9.38%2025-12-312026-02-09

EPI WISDOMTREE TR25.2K shares3.11%2025-12-312026-02-09

VLTO VERALTO CORP11.7K shares5.85%2025-12-312026-02-09

BE BLOOM ENERGY CORP13.3K shares0.87%2025-12-312026-02-09

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ED CONSOLIDATED EDISON INC11.7K shares0.75%2025-12-312026-02-09

SAP SAP SE4.8K shares5.33%2025-12-312026-02-09

HYG ISHARES TR14.3K shares2.10%2025-12-312026-02-09

CNC CENTENE CORP DEL27.9K shares108.46%2025-12-312026-02-09

KMI KINDER MORGAN INC DEL41.6K shares2.08%2025-12-312026-02-09

CAH CARDINAL HEALTH INC5.5K shares31.29%2025-12-312026-02-09

KR KROGER CO18.1K shares4.76%2025-12-312026-02-09

TROW PRICE T ROWE GROUP INC11.1K shares1.71%2025-12-312026-02-09

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DG DOLLAR GEN CORP NEW8.5K shares49.33%2025-12-312026-02-09

USB US BANCORP DEL21.2K shares103.89%2025-12-312026-02-09

DVN DEVON ENERGY CORP NEW30.7K shares-12.71%2025-12-312026-02-09

KEX KIRBY CORP10.2K shares-3.48%2025-12-312026-02-09

MINT PIMCO ETF TR11.2K shares-8.32%2025-12-312026-02-09

SNOW SNOWFLAKE INC5.1K shares-12.95%2025-12-312026-02-09

RL RALPH LAUREN CORP3.2K shares17.52%2025-12-312026-02-09

OPK OPKO HEALTH INC882.4K sharesnew addition2025-12-312026-02-09

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SCHK SCHWAB STRATEGIC TR33.9K shares-0.07%2025-12-312026-02-09

SPSM SPDR SERIES TRUST23.7K shares3.64%2025-12-312026-02-09

HUBBELL INC HUBBELL INC2.5K shares-14.27%2025-12-312026-02-09

SONY SONY GROUP CORP42.8K shares4.83%2025-12-312026-02-09

VRT VERTIV HOLDINGS CO6.7K shares-13.43%2025-12-312026-02-09

FIW FIRST TR EXCHANGE-TRADED FD10.0K shares0.00%2025-12-312026-02-09

PCAR PACCAR INC9.9K shares14.85%2025-12-312026-02-09

ACGL ARCH CAP GROUP LTD11.2K shares5.29%2025-12-312026-02-09

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ATLASSIAN CORPORATION ATLASSIAN CORPORATION6.6K shares1250.20%2025-12-312026-02-09

FNB F N B CORP62.2K shares5.73%2025-12-312026-02-09

PCG PG&E CORP65.8K shares49.07%2025-12-312026-02-09

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VEEV VEEVA SYS INC4.7K shares-13.00%2025-12-312026-02-09

RPM RPM INTL INC10.0K shares-7.81%2025-12-312026-02-09

WST WEST PHARMACEUTICAL SVSC INC3.8K shares12.68%2025-12-312026-02-09

INQQ EXCHANGE TRADED CONCEPTS TRU69.9K shares0.00%2025-12-312026-02-09

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DHI D R HORTON INC7.1K shares9.81%2025-12-312026-02-09

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL10.3K shares1.39%2025-12-312026-02-09

IYJ ISHARES TR6.8K shares-5.50%2025-12-312026-02-09

GMAY FIRST TR EXCHNG TRADED FD VI24.5K shares0.00%2025-12-312026-02-09

SHV ISHARES TR9.2K shares-52.59%2025-12-312026-02-09

IDV ISHARES TR25.6K shares0.17%2025-12-312026-02-09

CVGI COMMERCIAL VEH GROUP INC700.0K shares0.00%2025-12-312026-02-09

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WTW WILLIS TOWERS WATSON PLC LTD3.1K shares6.36%2025-12-312026-02-09

VFH VANGUARD WORLD FD7.5K shares0.11%2025-12-312026-02-09

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ADM ARCHER DANIELS MIDLAND CO17.3K shares7.24%2025-12-312026-02-09

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CLF CLEVELAND-CLIFFS INC NEW74.9K shares-16.44%2025-12-312026-02-09

IJT ISHARES TR7.0K shares-5.99%2025-12-312026-02-09

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EAGG ISHARES TR20.6K shares0.00%2025-12-312026-02-09

BK BANK NEW YORK MELLON CORP8.5K shares363.96%2025-12-312026-02-09

RSG REPUBLIC SVCS INC4.6K shares10.69%2025-12-312026-02-09

CTVA CORTEVA INC14.6K shares9.34%2025-12-312026-02-09

KHC KRAFT HEINZ CO39.4K shares-10.69%2025-12-312026-02-09

VIGI VANGUARD WHITEHALL FDS10.4K shares7.58%2025-12-312026-02-09

KVUE KENVUE INC55.1K shares3.31%2025-12-312026-02-09

RSPS INVESCO EXCHANGE TRADED FD T32.6K sharesnew addition2025-12-312026-02-09

Sponsored

TXT TEXTRON INC10.8K shares25.39%2025-12-312026-02-09

CG CARLYLE GROUP INC16.0K shares1.95%2025-12-312026-02-09

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY12.8K shares-4.50%2025-12-312026-02-09

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC12.6K shares-3.97%2025-12-312026-02-09

SFLR INNOVATOR ETFS TRUST25.4K shares108.59%2025-12-312026-02-09

F FORD MTR CO70.9K shares3.13%2025-12-312026-02-09

CCJ CAMECO CORP10.2K shares0.84%2025-12-312026-02-09

AZN ASTRAZENECA PLC10.1K shares-0.42%2025-12-312026-02-09

Sponsored

TXRH TEXAS ROADHOUSE INC5.5K shares3.91%2025-12-312026-02-09

WEC ENERGY GROUP INC WEC ENERGY GROUP INC8.6K shares34.62%2025-12-312026-02-09

ENB ENBRIDGE INC18.9K shares-26.92%2025-12-312026-02-09

MELI MERCADOLIBRE INC447 shares19.84%2025-12-312026-02-09

Call Option Holdings

PLTR Call CallPALANTIR TECHNOLOGIES INC300 shares-99.48%2025-12-312026-02-09

GALT Call CallGALECTIN THERAPEUTICS INC2.0K sharesnew addition2025-12-312026-02-09

MP Call CallMP MATERIALS CORP100 shares-98.92%2025-12-312026-02-09

RXRX Call CallRECURSION PHARMACEUTICALS IN400 shares-76.18%2025-12-312026-02-09

OPK Call CallOPKO HEALTH INC10.0K shares-98.89%2025-12-312026-02-09

Put Option Holdings

VANGUARD INDEX FDS Put PutVANGUARD INDEX FDS7.3K shares-99.38%2025-12-312026-02-09

INVESCO QQQ TR Put PutINVESCO QQQ TR4.2K shares-85.32%2025-12-312026-02-09

AAPL Put PutAPPLE INC4.8K sharesnew addition2025-12-312026-02-09

NVDA Put PutNVIDIA CORPORATION5.0K sharesnew addition2025-12-312026-02-09

ALPHABET INC Put PutALPHABET INC1.4K sharesnew addition2025-12-312026-02-09