The Analysis of Commonwealth Retirement Investments LLC's Holdings
Currently, Commonwealth Retirement Investments LLC holds 434 types of securities in its portfolio with a total value $310.4M. In the most recent quarter, they have increased their positions in IVE (+5.9K shares, valued at $1.3M), IYE (+23.8K shares, valued at $1.1M), IEMG (+13.9K shares, valued at $936.6K); decreased their positions in QUAL (-7.0K shares, valued at $1.4M), CVX (-6.6K shares, valued at $1000.0K), UPS (-9.8K shares, valued at $976.8K); initiated new positions in IYE (+23.8K shares, valued at $1.1M), IYT (+10.9K shares, valued at $811.2K), IYK (+10.6K shares, valued at $711.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP COM26.6K shares0.50%2025-12-312026-02-11
ABBV ABBVIE INC COM52.1K shares-2.07%2025-12-312026-02-11 JPM JPMORGAN CHASE & CO COM36.5K shares-0.08%2025-12-312026-02-11 XOM EXXON MOBIL CORP COM77.1K shares0.95%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON COM40.1K shares-1.54%2025-12-312026-02-11 BND VANGUARD TOTAL BOND MARKET ETF107.1K shares6.71%2025-12-312026-02-11 HD HOME DEPOT INC COM22.9K shares0.93%2025-12-312026-02-11 PEP PEPSICO INC COM54.4K shares-1.19%2025-12-312026-02-11 LMT LOCKHEED MARTIN CORP COM15.7K shares4.13%2025-12-312026-02-11 CVX CHEVRON CORPORATION COM46.6K shares-12.34%2025-12-312026-02-11 MO ALTRIA GROUP INC COM115.2K shares1.93%2025-12-312026-02-11 IVV ISHARES CORE S&P 500 ETF9.1K shares6.43%2025-12-312026-02-11 V VISA INC COM CL A17.7K shares1.89%2025-12-312026-02-11 AMAT APPLIED MATLS INC COM17.4K shares-1.03%2025-12-312026-02-11 PULS PGIM ULTRA SHORT BOND ETF88.6K shares17.80%2025-12-312026-02-11 IVE ISHARES S&P 500 VALUE ETF20.5K shares40.42%2025-12-312026-02-11 CSCO CISCO SYS INC COM56.4K shares-3.72%2025-12-312026-02-11 DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF69.1K shares10.05%2025-12-312026-02-11 MA MASTERCARD INCORPORATED CL A7.1K shares6.86%2025-12-312026-02-11 UPS UNITED PARCEL SVCS INC CL B41.0K shares-19.38%2025-12-312026-02-11 IVW ISHARES S&P 500 GROWTH ETF31.9K shares6.51%2025-12-312026-02-11 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF54.6K shares34.24%2025-12-312026-02-11 BMY BRISTOL-MYERS SQUIBB CO COM67.9K shares2.91%2025-12-312026-02-11 AMGN AMGEN INC COM11.2K shares2.30%2025-12-312026-02-11 AAPL APPLE INC COM12.3K shares0.00%2025-12-312026-02-11 TJX TJX COS INC NEW COM21.4K shares2.27%2025-12-312026-02-11 TROW PRICE T ROWE GROUP INC COM31.9K shares5.00%2025-12-312026-02-11 ALL ALLSTATE CORP COM14.8K shares5.40%2025-12-312026-02-11 OEF ISHARES S&P 100 ETF8.9K shares8.87%2025-12-312026-02-11 UNH UNITEDHEALTH GROUP INC COM8.9K shares-0.06%2025-12-312026-02-11 EFV ISHARES MSCI EAFE VALUE ETF40.1K shares-3.53%2025-12-312026-02-11 TSCO TRACTOR SUPPLY CO COM55.6K shares1.86%2025-12-312026-02-11 ABT ABBOTT LABS COM21.4K shares-2.87%2025-12-312026-02-11 LEN LENNAR CORP CL A25.4K shares-0.25%2025-12-312026-02-11 MTB M & T BK CORP COM11.0K shares0.40%2025-12-312026-02-11 NEM NEWMONT CORP COM21.7K shares-7.90%2025-12-312026-02-11 PG PROCTER & GAMBLE CO COM15.0K shares-0.94%2025-12-312026-02-11 MET METLIFE INC COM27.0K shares0.49%2025-12-312026-02-11 COST COSTCO WHOLESALE CORPORATION COM2.3K shares-2.13%2025-12-312026-02-11 ADP AUTOMATIC DATA PROCESSING INC COM7.5K shares3.56%2025-12-312026-02-11 PRU PRUDENTIAL FINL INC COM16.4K shares1.20%2025-12-312026-02-11 FAST FASTENAL CO COM45.7K shares1.39%2025-12-312026-02-11 QUAL ISHARES MSCI USA QUALITY FACTOR ETF9.1K shares-43.63%2025-12-312026-02-11 BBY BEST BUY INC COM26.7K shares-0.87%2025-12-312026-02-11 HSY HERSHEY CO COM9.6K shares-0.21%2025-12-312026-02-11 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF44.6K shares10.54%2025-12-312026-02-11 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF6.2K shares80.76%2025-12-312026-02-11 RF REGIONS FINANCIAL CORP NEW COM56.3K shares3.06%2025-12-312026-02-11 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF45.3K shares9.75%2025-12-312026-02-11 COP CONOCOPHILLIPS COM15.9K shares1.93%2025-12-312026-02-11 PFG PRINCIPAL FINANCIAL GROUP INC COM15.7K shares2.05%2025-12-312026-02-11 PAYX PAYCHEX INC COM12.4K shares-0.03%2025-12-312026-02-11 DRI DARDEN RESTAURANTS INC COM7.5K shares1.14%2025-12-312026-02-11 TRV TRAVELERS COMPANIES INC COM4.7K shares1.78%2025-12-312026-02-11 MCHP MICROCHIP TECHNOLOGY INC. COM21.3K shares3.47%2025-12-312026-02-11 AFL AFLAC INC COM12.2K shares2.81%2025-12-312026-02-11 WM WASTE MGMT INC DEL COM6.0K shares0.60%2025-12-312026-02-11 TGT TARGET CORP COM13.2K shares1.16%2025-12-312026-02-11 CF CF INDUSTRIES HOLD COM16.3K shares-1.76%2025-12-312026-02-11 KLAC KLA CORP COM NEW1.0K shares-4.57%2025-12-312026-02-11 BK BANK NEW YORK MELLON CORP COM10.6K shares-1.03%2025-12-312026-02-11 EOG EOG RES INC COM11.2K shares3.53%2025-12-312026-02-11 KMB KIMBERLY-CLARK CORP COM11.3K shares-22.98%2025-12-312026-02-11 IYE ISHARES U.S. ENERGY ETF23.8K sharesnew addition2025-12-312026-02-11 GIS GENERAL MILLS INC COM23.9K shares4.01%2025-12-312026-02-11 MDLZ MONDELEZ INTL INC CL A20.6K shares0.88%2025-12-312026-02-11 HP INC COM HP INC COM49.3K shares-14.95%2025-12-312026-02-11 CTAS CINTAS CORP COM5.8K shares1.82%2025-12-312026-02-11 AMZN AMAZON COM INC COM4.5K shares5.07%2025-12-312026-02-11 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF4.7K shares11.98%2025-12-312026-02-11 PUSH PGIM ULTRA SHORT MUNICIPAL BOND ETF18.9K shares0.00%2025-12-312026-02-11 TFC TRUIST FINL CORP COM19.2K shares-2.79%2025-12-312026-02-11 ADI ANALOG DEVICES INC COM3.5K shares0.03%2025-12-312026-02-11 WMT WALMART INC COM8.4K shares1.45%2025-12-312026-02-11 IYT ISHARES US TRANSPORTATION ETF10.9K sharesnew addition2025-12-312026-02-11 SPY STATE STREET SPDR S&P 500 ETF1.2K shares0.00%2025-12-312026-02-11 IWF ISHARES RUSSELL 1000 GROWTH ETF1.7K shares0.00%2025-12-312026-02-11 IYK ISHARES U.S. CONSUMER STAPLES ETF10.6K sharesnew addition2025-12-312026-02-11 D DOMINION ENERGY INC COM11.7K shares50.85%2025-12-312026-02-11 IBM INTERNATIONAL BUSINESS MACHS COM2.3K shares-10.16%2025-12-312026-02-11 SCHD SCHWAB US DIVIDEND EQUITY ETF24.5K shares-44.32%2025-12-312026-02-11 CME CME GROUP INC COM2.1K shares-4.62%2025-12-312026-02-11 UNP UNION PAC CORP COM2.5K shares-5.42%2025-12-312026-02-11 PNC PNC FINL SVCS GROUP INC COM2.7K shares-6.71%2025-12-312026-02-11 TT TRANE TECHNOLOGIES PLC SHS1.4K shares38.91%2025-12-312026-02-11 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF3.7K shares-5.78%2025-12-312026-02-11 IHE ISHARES U.S. PHARMACEUTICALS ETF6.1K sharesnew addition2025-12-312026-02-11 SCHW SCHWAB CHARLES CORP COM5.0K shares-11.03%2025-12-312026-02-11 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF9.5K shares0.00%2025-12-312026-02-11 NVDA NVIDIA CORPORATION COM2.6K shares0.00%2025-12-312026-02-11 LHX L3HARRIS TECHNOLOGIES INC COM1.5K shares-9.69%2025-12-312026-02-11 NSC NORFOLK SOUTHN CORP COM1.5K shares-0.27%2025-12-312026-02-11 IEDI ISHARES U.S. CONSUMER FOCUSED ETF7.2K sharesnew addition2025-12-312026-02-11 VIG VANGUARD DIVIDEND APPRECIATION ETF1.7K shares-3.08%2025-12-312026-02-11 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND3.8K sharesnew addition2025-12-312026-02-11 DGRO ISHARES CORE DIVIDEND GROWTH ETF4.9K shares-4.53%2025-12-312026-02-11 TXN TEXAS INSTRS INC COM1.9K shares-12.86%2025-12-312026-02-11 EPD ENTERPRISE PRODS PARTNERS L P COM10.0K sharesnew addition2025-12-312026-02-11 GLD SPDR GOLD SHARES800 shares-46.67%2025-12-312026-02-11 LLY ELI LILLY & CO COM293 sharesnew addition2025-12-312026-02-11 IEFA ISHARES CORE MSCI EAFE ETF3.5K shares35.06%2025-12-312026-02-11 VCRM VANGUARD CORE TAX-EXEMPT BOND ETF4.0K shares-27.27%2025-12-312026-02-11 FIS FIDELITY NATL INFORMATION SVCS COM4.5K shares-3.68%2025-12-312026-02-11 IJH ISHARES CORE S&P MID-CAP ETF4.5K shares0.00%2025-12-312026-02-11 MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND5.5K shares0.00%2025-12-312026-02-11 NVS NOVARTIS AG SPONSORED ADR1.9K shares0.00%2025-12-312026-02-11 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST538 shares0.00%2025-12-312026-02-11 IXN ISHARES GLOBAL TECH ETF2.5K sharesnew addition2025-12-312026-02-11 IHI ISHARES U.S. MEDICAL DEVICES ETF4.0K sharesnew addition2025-12-312026-02-11 T AT&T INC COM10.0K sharesnew addition2025-12-312026-02-11 IWD ISHARES RUSSELL 1000 VALUE ETF1.2K shares0.00%2025-12-312026-02-11 NFLX NETFLIX INC. COM2.6K shares900.00%2025-12-312026-02-11 PM PHILIP MORRIS INTL INC COM1.5K shares0.20%2025-12-312026-02-11 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF2.6K sharesnew addition2025-12-312026-02-11 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF2.5K shares0.00%2025-12-312026-02-11 GILD GILEAD SCIENCES INC COM1.6K shares-16.69%2025-12-312026-02-11 PFE PFIZER INC COM7.6K shares-72.22%2025-12-312026-02-11 KO COCA COLA CO COM2.5K sharesnew addition2025-12-312026-02-11 COF CAPITAL ONE FINL CORP COM668 sharesnew addition2025-12-312026-02-11 META META PLATFORMS INC CL A242 shares-70.09%2025-12-312026-02-11 VTV VANGUARD VALUE ETF810 sharesnew addition2025-12-312026-02-11 VUG VANGUARD GROWTH ETF309 sharesnew addition2025-12-312026-02-11 ELV ELEVANCE HEALTH INC FORMERLY A COM417 sharesnew addition2025-12-312026-02-11 AEP AMERICAN ELEC PWR CO INC COM1.2K sharesnew addition2025-12-312026-02-11 GOVT ISHARES U.S. TREASURY BOND ETF6.2K sharesnew addition2025-12-312026-02-11 IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF2.7K sharesnew addition2025-12-312026-02-11 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF2.7K sharesnew addition2025-12-312026-02-11 MCD MCDONALDS CORP COM388 sharesnew addition2025-12-312026-02-11 ORCL ORACLE CORP COM605 sharesnew addition2025-12-312026-02-11 IYG ISHARES US FINANCIAL SERVICES ETF1.2K sharesnew addition2025-12-312026-02-11 KNSL KINSALE CAP GROUP INC COM278 sharesnew addition2025-12-312026-02-11 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF701 sharesnew addition2025-12-312026-02-11 AGG ISHARES CORE U.S. AGGREGATE BOND ETF1.1K sharesnew addition2025-12-312026-02-11 HON HONEYWELL INTL INC COM552 sharesnew addition2025-12-312026-02-11 ITB ISHARES U.S. HOME CONSTRUCTION ETF1.1K sharesnew addition2025-12-312026-02-11 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF3.2K sharesnew addition2025-12-312026-02-11 IWY ISHARES RUSSELL TOP 200 GROWTH ETF373 sharesnew addition2025-12-312026-02-11 LNC LINCOLN NATL CORP IND COM2.2K sharesnew addition2025-12-312026-02-11 EFG ISHARES MSCI EAFE GROWTH ETF842 shares-73.92%2025-12-312026-02-11 LOW LOWES COS INC COM391 sharesnew addition2025-12-312026-02-11 CVS CVS HEALTH CORP COM1.2K sharesnew addition2025-12-312026-02-11 AXP AMERICAN EXPRESS CO COM236 sharesnew addition2025-12-312026-02-11 MCK MCKESSON CORP COM106 sharesnew addition2025-12-312026-02-11 RIO RIO TINTO PLC SPONSORED ADR1.1K sharesnew addition2025-12-312026-02-11 RSG REPUBLIC SVCS INC COM400 sharesnew addition2025-12-312026-02-11 TSLA TESLA INC COM185 sharesnew addition2025-12-312026-02-11 FRST PRIMIS FINANCIAL CORP COM5.9K sharesnew addition2025-12-312026-02-11 CAT CATERPILLAR INC COM142 sharesnew addition2025-12-312026-02-11 MKL MARKEL GROUP INC COM36 sharesnew addition2025-12-312026-02-11 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF1.7K sharesnew addition2025-12-312026-02-11 IYJ ISHARES U.S. INDUSTRIALS ETF518 sharesnew addition2025-12-312026-02-11 MBB ISHARES MBS ETF772 sharesnew addition2025-12-312026-02-11 CB CHUBB LIMITED COM233 sharesnew addition2025-12-312026-02-11 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF897 sharesnew addition2025-12-312026-02-11 IR INGERSOLL RAND INC COM902 sharesnew addition2025-12-312026-02-11 ADBE ADOBE INC COM198 sharesnew addition2025-12-312026-02-11 RPM RPM INTL INC COM665 sharesnew addition2025-12-312026-02-11 POOL POOL CORP COM266 sharesnew addition2025-12-312026-02-11 IYW ISHARES U.S. TECHNOLOGY ETF303 sharesnew addition2025-12-312026-02-11 BAC BANK AMERICA CORP COM1.1K sharesnew addition2025-12-312026-02-11 MPC MARATHON PETE CORP COM367 sharesnew addition2025-12-312026-02-11 AWK AMERICAN WTR WKS CO INC NEW COM444 sharesnew addition2025-12-312026-02-11 NUE NUCOR CORP COM347 sharesnew addition2025-12-312026-02-11 CTVA CORTEVA INC COM833 sharesnew addition2025-12-312026-02-11 CAH CARDINAL HEALTH INC COM263 sharesnew addition2025-12-312026-02-11 RBLX ROBLOX CORP CL A634 sharesnew addition2025-12-312026-02-11 MU MICRON TECHNOLOGY INC COM175 sharesnew addition2025-12-312026-02-11 VEGI ISHARES MSCI AGRICULTURE PRODUCERS ETF1.2K sharesnew addition2025-12-312026-02-11 VZ VERIZON COMMUNICATIONS INC COM1.1K shares-78.20%2025-12-312026-02-11 LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF608 sharesnew addition2025-12-312026-02-11 WSO WATSCO INC COM132 sharesnew addition2025-12-312026-02-11 BN BROOKFIELD CORP CL A LTD VT SH966 sharesnew addition2025-12-312026-02-11 LAMR LAMAR ADVERTISING CO CL A340 sharesnew addition2025-12-312026-02-11 EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF1.1K sharesnew addition2025-12-312026-02-11 AGCO AGCO CORP COM403 sharesnew addition2025-12-312026-02-11 ESGU ISHARES ESG AWARE MSCI USA ETF280 sharesnew addition2025-12-312026-02-11 IWR ISHARES RUSSELL MIDCAP ETF431 sharesnew addition2025-12-312026-02-11 NEE NEXTERA ENERGY INC COM508 sharesnew addition2025-12-312026-02-11 IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF490 sharesnew addition2025-12-312026-02-11 WFC WELLS FARGO & CO COM429 sharesnew addition2025-12-312026-02-11 AUB ATLANTIC UN BANKSHARES CORP COM1.1K sharesnew addition2025-12-312026-02-11 SBAC SBA COMMUNICATIONS CORP CL A200 sharesnew addition2025-12-312026-02-11 BA BOEING CO COM175 sharesnew addition2025-12-312026-02-11 PLD PROLOGIS INC. COM293 sharesnew addition2025-12-312026-02-11 VDC VANGUARD CONSUMER STAPLES ETF170 sharesnew addition2025-12-312026-02-11 DTM DT MIDSTREAM INC COMMON STOCK300 sharesnew addition2025-12-312026-02-11 CTRA COTERRA ENERGY INC COM1.3K sharesnew addition2025-12-312026-02-11 ORLY OREILLY AUTOMOTIVE INC COM375 sharesnew addition2025-12-312026-02-11 USMV ISHARES MSCI USA MIN VOL FACTOR ETF360 sharesnew addition2025-12-312026-02-11 KMX CARMAX INC COM850 sharesnew addition2025-12-312026-02-11 QCOM QUALCOMM INC COM187 sharesnew addition2025-12-312026-02-11 SOXX ISHARES SEMICONDUCTOR ETF105 sharesnew addition2025-12-312026-02-11 DSI ISHARES ESG MSCI KLD 400 ETF242 sharesnew addition2025-12-312026-02-11 GEV GE VERNOVA INC COM46 sharesnew addition2025-12-312026-02-11 WMB WILLIAMS COS INC COM500 sharesnew addition2025-12-312026-02-11 GAB GABELLI EQUITY TR INC COM4.8K sharesnew addition2025-12-312026-02-11 TY TRI CONTL CORP COM900 sharesnew addition2025-12-312026-02-11 DIS DISNEY WALT CO COM255 sharesnew addition2025-12-312026-02-11 MMM 3M CO COM178 sharesnew addition2025-12-312026-02-11 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS508 sharesnew addition2025-12-312026-02-11 KMI KINDER MORGAN INC DEL COM1.0K sharesnew addition2025-12-312026-02-11 ORI OLD REP INTL CORP COM600 sharesnew addition2025-12-312026-02-11 XYL XYLEM INC COM195 sharesnew addition2025-12-312026-02-11 RTX RTX CORPORATION COM144 sharesnew addition2025-12-312026-02-11 FSLR FIRST SOLAR INC COM100 sharesnew addition2025-12-312026-02-11 VGLT VANGUARD LONG-TERM TREASURY ETF467 sharesnew addition2025-12-312026-02-11 WPC WP CAREY INC COM400 sharesnew addition2025-12-312026-02-11 BCS BARCLAYS PLC ADR1.0K sharesnew addition2025-12-312026-02-11 DELL DELL TECHNOLOGIES INC CL C200 sharesnew addition2025-12-312026-02-11 CRM SALESFORCE INC COM94 sharesnew addition2025-12-312026-02-11 BF.B BROWN FORMAN CORP CL B937 sharesnew addition2025-12-312026-02-11 MLM MARTIN MARIETTA MATLS INC COM39 sharesnew addition2025-12-312026-02-11 USXF ISHARES ESG ADVANCED MSCI USA ETF421 sharesnew addition2025-12-312026-02-11 GS GOLDMAN SACHS GROUP INC COM28 sharesnew addition2025-12-312026-02-11 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF100 sharesnew addition2025-12-312026-02-11 CRUS CIRRUS LOGIC INC COM200 sharesnew addition2025-12-312026-02-11 XEL XCEL ENERGY INC COM309 sharesnew addition2025-12-312026-02-11 FN FABRINET SHS50 sharesnew addition2025-12-312026-02-11 IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF254 sharesnew addition2025-12-312026-02-11 CCL CARNIVAL CORP COMMON STOCK742 sharesnew addition2025-12-312026-02-11 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF218 sharesnew addition2025-12-312026-02-11 MEDP MEDPACE HLDGS INC COM40 sharesnew addition2025-12-312026-02-11 DE DEERE & CO COM48 sharesnew addition2025-12-312026-02-11 PSX PHILLIPS 66 COM171 sharesnew addition2025-12-312026-02-11 UHS UNIVERSAL HLTH SVCS INC CL B100 sharesnew addition2025-12-312026-02-11 MTZ MASTEC INC COM100 sharesnew addition2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS70 sharesnew addition2025-12-312026-02-11 PKG PACKAGING CORP AMER COM100 sharesnew addition2025-12-312026-02-11 DNP DNP SELECT INCOME FD INC COM2.0K sharesnew addition2025-12-312026-02-11 PAXS PIMCO ACCESS INCOME FUND SHS BENFIN INT1.3K sharesnew addition2025-12-312026-02-11 MFM MFS MUN INCOME TR SH BEN INT3.6K sharesnew addition2025-12-312026-02-11 DTE DTE ENERGY CO COM150 sharesnew addition2025-12-312026-02-11 RY ROYAL BK CDA COM109 sharesnew addition2025-12-312026-02-11 DLR DIGITAL RLTY TR INC COM117 sharesnew addition2025-12-312026-02-11 BMO BANK MONTREAL MEDIUM COM139 sharesnew addition2025-12-312026-02-11 CEG CONSTELLATION ENERGY CORP COM50 sharesnew addition2025-12-312026-02-11 VKTX VIKING THERAPEUTICS INC COM500 sharesnew addition2025-12-312026-02-11 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF250 sharesnew addition2025-12-312026-02-11 HWM HOWMET AEROSPACE INC COM84 sharesnew addition2025-12-312026-02-11 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD100 sharesnew addition2025-12-312026-02-11 HOOD ROBINHOOD MKTS INC COM CL A150 sharesnew addition2025-12-312026-02-11 DOW DOW HLDGS INC COM722 sharesnew addition2025-12-312026-02-11 NVT NVENT ELECTRIC PLC SHS164 sharesnew addition2025-12-312026-02-11 PFGC PERFORMANCE FOOD GROUP CO COM185 sharesnew addition2025-12-312026-02-11 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF228 sharesnew addition2025-12-312026-02-11 APD AIR PRODUCTS AND CHEMICALS INC COM67 sharesnew addition2025-12-312026-02-11 IYH ISHARES U.S. HEALTHCARE ETF247 sharesnew addition2025-12-312026-02-11 TLH ISHARES 10-20 YEAR TREASURY BOND ETF158 sharesnew addition2025-12-312026-02-11 AMT AMERICAN TOWER CORP COM91 sharesnew addition2025-12-312026-02-11 POWL POWELL INDS INC COM50 sharesnew addition2025-12-312026-02-11 ONTO ONTO INNOVATION INC COM100 sharesnew addition2025-12-312026-02-11 PLTR PALANTIR TECHNOLOGIES INC CL A88 sharesnew 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PG Put PutPROCTER & GAMBLE CO COM1.5K shares0.00%2025-12-312026-02-11