The Analysis of Compound Planning, Inc.'s Holdings

Currently, Compound Planning, Inc. holds 1202 types of securities in its portfolio with a total value $3.4B. In the most recent quarter, they have increased their positions in FIG (+911.3K shares, valued at $34.1M), N/A (+73.8K shares, valued at $25.5M), AAPL (+82.7K shares, valued at $22.5M); decreased their positions in OKLO (-224.6K shares, valued at $16.1M), MBB (-104.8K shares, valued at $10.0M), HYDB (-202.9K shares, valued at $9.6M); initiated new positions in FIG (+911.3K shares, valued at $34.1M), CSRE (+601.5K shares, valued at $15.3M), HGER (+373.1K shares, valued at $9.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC469.8K shares21.38%2025-12-312026-02-19

IVV ISHARES TR139.2K shares3.12%2025-12-312026-02-19

VEA VANGUARD TAX-MANAGED FDS1.2M shares0.31%2025-12-312026-02-19

INTF ISHARES TR2.0M shares2.29%2025-12-312026-02-19

ALPHABET INC ALPHABET INC239.0K shares10.28%2025-12-312026-02-19

SCHG SCHWAB STRATEGIC TR2.1M shares-1.43%2025-12-312026-02-19

NVDA NVIDIA CORPORATION359.1K shares15.40%2025-12-312026-02-19

SCHV SCHWAB STRATEGIC TR2.1M shares0.12%2025-12-312026-02-19

Sponsored

HOOD ROBINHOOD MKTS INC541.7K shares28.17%2025-12-312026-02-19

COIN COINBASE GLOBAL INC269.4K shares-7.64%2025-12-312026-02-19

MSFT MICROSOFT CORP123.0K shares9.31%2025-12-312026-02-19

BND VANGUARD BD INDEX FDS764.8K shares15.39%2025-12-312026-02-19

LRGF ISHARES TR797.5K shares-0.48%2025-12-312026-02-19

AMZN AMAZON COM INC234.0K shares31.27%2025-12-312026-02-19

VANGUARD INDEX FDS VANGUARD INDEX FDS84.4K shares5.19%2025-12-312026-02-19

ALPHABET INC ALPHABET INC155.1K shares16.85%2025-12-312026-02-19

Sponsored

META META PLATFORMS INC72.5K shares-4.21%2025-12-312026-02-19

VWO VANGUARD INTL EQUITY INDEX F831.8K shares-3.36%2025-12-312026-02-19

BROADCOM INC BROADCOM INC126.5K shares140.01%2025-12-312026-02-19

VB VANGUARD INDEX FDS154.8K shares2.35%2025-12-312026-02-19

NFLT ETFIS SER TR I1.7M shares5.10%2025-12-312026-02-19

VUG VANGUARD INDEX FDS76.1K shares-5.36%2025-12-312026-02-19

FIG FIGMA INC911.3K sharesnew addition2025-12-312026-02-19

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL63.2K shares-0.25%2025-12-312026-02-19

Sponsored

BINC BLACKROCK ETF TRUST II578.9K shares91.21%2025-12-312026-02-19

AVEM AMERICAN CENTY ETF TR369.3K shares44.16%2025-12-312026-02-19

AGG ISHARES TR271.6K shares0.94%2025-12-312026-02-19

VTI VANGUARD INDEX FDS80.6K shares2.25%2025-12-312026-02-19

IUSB ISHARES TR574.0K shares10.26%2025-12-312026-02-19

IYW ISHARES TR133.6K shares-1.02%2025-12-312026-02-19

JPM JPMORGAN CHASE & CO.79.9K shares12.30%2025-12-312026-02-19

VTV VANGUARD INDEX FDS127.8K shares-5.49%2025-12-312026-02-19

Sponsored

TSLA TESLA INC50.8K shares21.77%2025-12-312026-02-19

SYLD CAMBRIA ETF TR277.8K shares5.24%2025-12-312026-02-19

IEFA ISHARES TR209.6K shares1.71%2025-12-312026-02-19

VTEB VANGUARD MUN BD FDS367.1K shares10.18%2025-12-312026-02-19

IFRA ISHARES TR337.6K shares9.57%2025-12-312026-02-19

COWZ PACER FDS TR290.2K shares3.81%2025-12-312026-02-19

INVESCO QQQ TR INVESCO QQQ TR28.2K shares-12.27%2025-12-312026-02-19

SCHB SCHWAB STRATEGIC TR657.7K shares3.06%2025-12-312026-02-19

Sponsored

SCHF SCHWAB STRATEGIC TR713.9K shares1.26%2025-12-312026-02-19

SPY SPDR S&P 500 ETF TR25.1K shares-13.38%2025-12-312026-02-19

THLV THOR FINL TECHNOLOGIES TR533.5K shares6.03%2025-12-312026-02-19

CSRE COHEN & STEERS ETF TRUST601.5K sharesnew addition2025-12-312026-02-19

PLTR PALANTIR TECHNOLOGIES INC85.3K shares1.70%2025-12-312026-02-19

DMBS DOUBLELINE ETF TRUST272.9K shares1467.11%2025-12-312026-02-19

TSM TAIWAN SEMICONDUCTOR MFG LTD43.5K shares11.54%2025-12-312026-02-19

IGIB ISHARES TR228.0K shares0.32%2025-12-312026-02-19

Sponsored

JNJ JOHNSON & JOHNSON59.2K shares12.58%2025-12-312026-02-19

VO VANGUARD INDEX FDS42.0K shares12.92%2025-12-312026-02-19

IWF ISHARES TR25.7K shares-13.31%2025-12-312026-02-19

VBR VANGUARD INDEX FDS57.0K shares-3.39%2025-12-312026-02-19

LLY ELI LILLY & CO10.2K shares17.37%2025-12-312026-02-19

DYFI ETF OPPORTUNITIES TRUST472.9K shares-11.94%2025-12-312026-02-19

IWM ISHARES TR43.3K shares17.05%2025-12-312026-02-19

ISHARES GOLD TR ISHARES GOLD TR128.4K shares2.35%2025-12-312026-02-19

Sponsored

CAT CATERPILLAR INC18.2K shares5.45%2025-12-312026-02-19

IJR ISHARES TR85.8K shares10.05%2025-12-312026-02-19

VBK VANGUARD INDEX FDS34.1K shares-9.22%2025-12-312026-02-19

IBM INTERNATIONAL BUSINESS MACHS34.2K shares8.69%2025-12-312026-02-19

ABBV ABBVIE INC44.3K shares135.77%2025-12-312026-02-19

CTA SIMPLIFY EXCHANGE TRADED FUN371.2K shares22.24%2025-12-312026-02-19

WMT WALMART INC89.8K shares34.30%2025-12-312026-02-19

IGSB ISHARES TR184.7K shares3.32%2025-12-312026-02-19

Sponsored

BAC BANK AMERICA CORP176.3K shares12.30%2025-12-312026-02-19

AVUV AMERICAN CENTY ETF TR92.2K shares10.91%2025-12-312026-02-19

HGER HARBOR ETF TRUST373.1K sharesnew addition2025-12-312026-02-19

DFIV DIMENSIONAL ETF TRUST183.8K shares-23.14%2025-12-312026-02-19

MA MASTERCARD INCORPORATED15.6K shares-1.96%2025-12-312026-02-19

XOM EXXON MOBIL CORP73.5K shares25.17%2025-12-312026-02-19

MINT PIMCO ETF TR87.9K shares41.74%2025-12-312026-02-19

BNDX VANGUARD CHARLOTTE FDS181.0K shares5.94%2025-12-312026-02-19

Sponsored

DFUV DIMENSIONAL ETF TRUST185.5K shares-18.66%2025-12-312026-02-19

NFLX NETFLIX INC91.7K shares730.61%2025-12-312026-02-19

COST COSTCO WHSL CORP NEW9.7K shares7.52%2025-12-312026-02-19

AMD ADVANCED MICRO DEVICES INC38.0K shares-14.03%2025-12-312026-02-19

USRT ISHARES TR141.1K shares-7.53%2025-12-312026-02-19

SCHD SCHWAB STRATEGIC TR289.5K shares0.38%2025-12-312026-02-19

LQD ISHARES TR71.3K shares7.59%2025-12-312026-02-19

CSHI NEOS ETF TRUST157.3K shares-1.32%2025-12-312026-02-19

Sponsored

V VISA INC22.1K shares9.51%2025-12-312026-02-19

IJT ISHARES TR54.3K shares1.51%2025-12-312026-02-19

GS GOLDMAN SACHS GROUP INC8.6K shares7.68%2025-12-312026-02-19

GE AEROSPACE GE AEROSPACE23.8K shares99.51%2025-12-312026-02-19

XLK SELECT SECTOR SPDR TR49.5K shares188.19%2025-12-312026-02-19

FLOT ISHARES TR138.7K shares6.32%2025-12-312026-02-19

DLS WISDOMTREE TR85.4K shares-7.60%2025-12-312026-02-19

NEE NEXTERA ENERGY INC84.9K shares122.56%2025-12-312026-02-19

Sponsored

EFA ISHARES TR70.9K shares-2.95%2025-12-312026-02-19

MERCK & CO INC MERCK & CO INC62.9K shares60.62%2025-12-312026-02-19

MUB ISHARES TR60.1K shares16.16%2025-12-312026-02-19

TMO THERMO FISHER SCIENTIFIC INC11.1K shares146.55%2025-12-312026-02-19

CVX CHEVRON CORP NEW41.9K shares8.45%2025-12-312026-02-19

CRWV COREWEAVE INC87.1K sharesnew addition2025-12-312026-02-19

IEF ISHARES TR63.2K shares2.76%2025-12-312026-02-19

TLT ISHARES TR67.8K shares-26.49%2025-12-312026-02-19

Sponsored

QUAL ISHARES TR29.6K shares-4.63%2025-12-312026-02-19

HSBC HSBC HLDGS PLC74.6K shares8.90%2025-12-312026-02-19

VV VANGUARD INDEX FDS18.5K shares1.60%2025-12-312026-02-19

BSV VANGUARD BD INDEX FDS73.6K shares-8.15%2025-12-312026-02-19

BKNG BOOKING HOLDINGS INC1.1K shares1.73%2025-12-312026-02-19

EMXC ISHARES INC77.8K shares-3.11%2025-12-312026-02-19

SGOV ISHARES TR56.0K shares643.70%2025-12-312026-02-19

RTX RTX CORPORATION30.0K shares47.52%2025-12-312026-02-19

Sponsored

PG PROCTER AND GAMBLE CO37.6K shares23.81%2025-12-312026-02-19

IBIT ISHARES BITCOIN TRUST ETF107.7K shares21.89%2025-12-312026-02-19

SCHA SCHWAB STRATEGIC TR187.3K shares-3.03%2025-12-312026-02-19

SHOP SHOPIFY INC33.1K shares8.13%2025-12-312026-02-19

CSCO CISCO SYS INC66.0K shares81.31%2025-12-312026-02-19

ASML ASML HOLDING N V4.7K shares44.92%2025-12-312026-02-19

BA BOEING CO23.2K shares5.47%2025-12-312026-02-19

CMF ISHARES TR85.4K shares8.15%2025-12-312026-02-19

Sponsored

IWB ISHARES TR13.0K shares-4.72%2025-12-312026-02-19

INSM INSMED INC27.7K shares16.48%2025-12-312026-02-19

BK BANK NEW YORK MELLON CORP41.4K shares0.55%2025-12-312026-02-19

MCD MCDONALDS CORP15.6K shares97.41%2025-12-312026-02-19

INTC INTEL CORP127.9K shares268.61%2025-12-312026-02-19

CRM SALESFORCE INC17.8K shares0.77%2025-12-312026-02-19

ABT ABBOTT LABS37.3K shares53.53%2025-12-312026-02-19

VIG VANGUARD SPECIALIZED FUNDS20.7K shares10.74%2025-12-312026-02-19

Sponsored

SCHC SCHWAB STRATEGIC TR98.6K shares-9.06%2025-12-312026-02-19

GILD GILEAD SCIENCES INC36.1K shares-7.30%2025-12-312026-02-19

TRT TRIO TECH INTL334.5K shares-6.95%2025-12-312026-02-19

ORCL ORACLE CORP22.5K shares0.19%2025-12-312026-02-19

BABA ALIBABA GROUP HLDG LTD29.8K shares8.88%2025-12-312026-02-19

RBLX ROBLOX CORP53.4K shares-1.36%2025-12-312026-02-19

KO COCA COLA CO61.8K shares35.20%2025-12-312026-02-19

CITIGROUP INC CITIGROUP INC36.3K shares4.33%2025-12-312026-02-19

Sponsored

USIG ISHARES TR81.7K shares6.41%2025-12-312026-02-19

WFC WELLS FARGO CO NEW45.3K shares8.90%2025-12-312026-02-19

IEI ISHARES TR35.1K shares1.30%2025-12-312026-02-19

HD HOME DEPOT INC12.1K shares5.07%2025-12-312026-02-19

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD274.4K sharesnew addition2025-12-312026-02-19

MS MORGAN STANLEY23.0K shares13.52%2025-12-312026-02-19

DIA SPDR DOW JONES INDL AVERAGE8.5K shares-23.30%2025-12-312026-02-19

TJX TJX COS INC NEW26.0K shares70.06%2025-12-312026-02-19

Sponsored

MU MICRON TECHNOLOGY INC13.8K shares22.23%2025-12-312026-02-19

AZN ASTRAZENECA PLC42.6K shares29.32%2025-12-312026-02-19

BIL SPDR SERIES TRUST42.8K shares3.93%2025-12-312026-02-19

SPHY SPDR SERIES TRUST161.8K shares-36.17%2025-12-312026-02-19

DIS DISNEY WALT CO33.6K shares-0.02%2025-12-312026-02-19

VGT VANGUARD WORLD FD5.0K shares-16.56%2025-12-312026-02-19

NVS NOVARTIS AG27.0K shares15.83%2025-12-312026-02-19

SHY ISHARES TR45.0K shares1.30%2025-12-312026-02-19

Sponsored

GLD SPDR GOLD TR9.4K shares28.88%2025-12-312026-02-19

IEMG ISHARES INC54.7K shares-2.18%2025-12-312026-02-19

RY ROYAL BK CDA21.5K shares8.34%2025-12-312026-02-19

AXP AMERICAN EXPRESS CO9.8K shares13.75%2025-12-312026-02-19

ISRG INTUITIVE SURGICAL INC6.4K shares37.99%2025-12-312026-02-19

PANW PALO ALTO NETWORKS INC19.6K shares1.32%2025-12-312026-02-19

PCMM BONDBLOXX ETF TRUST71.7K sharesnew addition2025-12-312026-02-19

AFRM AFFIRM HLDGS INC48.0K shares-3.36%2025-12-312026-02-19

Sponsored

VSS VANGUARD INTL EQUITY INDEX F24.9K shares2.15%2025-12-312026-02-19

COF CAPITAL ONE FINL CORP14.7K shares-41.86%2025-12-312026-02-19

T AT&T INC143.1K shares-44.68%2025-12-312026-02-19

ETFS GOLD TR ETFS GOLD TR85.0K shares1.74%2025-12-312026-02-19

XLRE SELECT SECTOR SPDR TR84.7K shares1.28%2025-12-312026-02-19

UBER UBER TECHNOLOGIES INC41.5K shares-4.42%2025-12-312026-02-19

BLACKSTONE INC BLACKSTONE INC21.9K shares18.87%2025-12-312026-02-19

ITOT ISHARES TR22.3K shares49.40%2025-12-312026-02-19

Sponsored

OKLO OKLO INC45.2K shares-83.23%2025-12-312026-02-19

UNH UNITEDHEALTH GROUP INC9.7K shares10.51%2025-12-312026-02-19

DFAT DIMENSIONAL ETF TRUST53.5K shares-5.10%2025-12-312026-02-19

VNQ VANGUARD INDEX FDS36.0K shares9.01%2025-12-312026-02-19

SUB ISHARES TR29.5K shares-1.40%2025-12-312026-02-19

INTU INTUIT4.7K shares22.89%2025-12-312026-02-19

RCL ROYAL CARIBBEAN GROUP11.1K shares187.76%2025-12-312026-02-19

ENB ENBRIDGE INC64.6K shares31.83%2025-12-312026-02-19

Sponsored

MOAT VANECK ETF TRUST29.7K shares2.27%2025-12-312026-02-19

AMGN AMGEN INC9.4K shares37.09%2025-12-312026-02-19

SONY SONY GROUP CORP116.5K shares5.93%2025-12-312026-02-19

SAN BANCO SANTANDER SA253.1K shares12.06%2025-12-312026-02-19

VRTX VERTEX PHARMACEUTICALS INC6.5K shares174.37%2025-12-312026-02-19

PM PHILIP MORRIS INTL INC18.1K shares18.57%2025-12-312026-02-19

DJP BARCLAYS BANK PLC113.0K sharesnew addition2025-12-312026-02-19

SPYM SPDR SERIES TRUST35.5K shares2.77%2025-12-312026-02-19

Sponsored

UNP UNION PAC CORP12.2K shares10.46%2025-12-312026-02-19

SHEL SHELL PLC38.1K shares1.77%2025-12-312026-02-19

WM WASTE MGMT INC DEL12.7K shares57.57%2025-12-312026-02-19

SAP SAP SE11.5K shares-1.49%2025-12-312026-02-19

SCHR SCHWAB STRATEGIC TR110.8K shares-0.38%2025-12-312026-02-19

AMAT APPLIED MATLS INC10.8K shares15.46%2025-12-312026-02-19

MUFG MITSUBISHI UFJ FINL GROUP IN173.7K shares13.67%2025-12-312026-02-19

FCX FREEPORT-MCMORAN INC53.4K shares5.20%2025-12-312026-02-19

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP114.5K shares-0.98%2025-12-312026-02-19

CVS CVS HEALTH CORP33.9K shares49.32%2025-12-312026-02-19

LAM RESEARCH CORP LAM RESEARCH CORP15.6K shares6.64%2025-12-312026-02-19

ALPS ETF TR ALPS ETF TR56.4K shares12.22%2025-12-312026-02-19

LYG LLOYDS BANKING GROUP PLC498.7K shares34.64%2025-12-312026-02-19

LOW LOWES COS INC10.9K shares20.23%2025-12-312026-02-19

SPDW SPDR INDEX SHS FDS58.8K shares0.22%2025-12-312026-02-19

MELI MERCADOLIBRE INC1.3K shares-13.54%2025-12-312026-02-19

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC30.4K shares7.79%2025-12-312026-02-19

KLAC KLA CORP2.1K shares10.47%2025-12-312026-02-19

BBVA BANCO BILBAO VIZCAYA ARGENTA110.5K shares14.17%2025-12-312026-02-19

SBUX STARBUCKS CORP29.8K shares26.42%2025-12-312026-02-19

ESGU ISHARES TR16.8K shares13.11%2025-12-312026-02-19

TM TOYOTA MOTOR CORP11.6K shares23.55%2025-12-312026-02-19

IBTG ISHARES TR107.0K sharesnew addition2025-12-312026-02-19

BSJR INVESCO EXCH TRD SLF IDX FD106.9K shares18.30%2025-12-312026-02-19

Sponsored

VZ VERIZON COMMUNICATIONS INC58.4K shares1.69%2025-12-312026-02-19

XLF SELECT SECTOR SPDR TR43.4K shares54.45%2025-12-312026-02-19

BLACKROCK INC BLACKROCK INC2.2K shares25.06%2025-12-312026-02-19

VTIP VANGUARD MALVERN FDS47.8K shares27.19%2025-12-312026-02-19

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW20.0K shares32.78%2025-12-312026-02-19

GEV GE VERNOVA INC3.6K shares23.97%2025-12-312026-02-19

SHV ISHARES TR21.2K shares7.50%2025-12-312026-02-19

ARISTA NETWORKS INC ARISTA NETWORKS INC17.6K shares-1.77%2025-12-312026-02-19

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.9K shares-0.85%2025-12-312026-02-19

TD TORONTO DOMINION BK ONT24.3K shares13.52%2025-12-312026-02-19

SYK STRYKER CORPORATION6.4K shares69.24%2025-12-312026-02-19

SHYG ISHARES TR52.4K shares1.33%2025-12-312026-02-19

KKR & CO INC KKR & CO INC17.6K shares68.75%2025-12-312026-02-19

HDB HDFC BANK LTD61.1K shares10.96%2025-12-312026-02-19

NOW SERVICENOW INC14.4K shares415.34%2025-12-312026-02-19

EFG ISHARES TR19.3K shares-26.68%2025-12-312026-02-19

Sponsored

DHR DANAHER CORPORATION9.6K shares47.12%2025-12-312026-02-19

PH PARKER-HANNIFIN CORP2.5K shares45.01%2025-12-312026-02-19

APH AMPHENOL CORP NEW16.2K shares1.90%2025-12-312026-02-19

FENI FIDELITY COVINGTON TRUST59.2K shares-2.57%2025-12-312026-02-19

APP APPLOVIN CORP3.2K shares-6.79%2025-12-312026-02-19

LHX L3HARRIS TECHNOLOGIES INC7.3K shares67.21%2025-12-312026-02-19

BARRICK MNG CORP BARRICK MNG CORP49.0K shares7.79%2025-12-312026-02-19

MCK MCKESSON CORP2.6K shares92.87%2025-12-312026-02-19

Sponsored

QCOM QUALCOMM INC12.4K shares34.22%2025-12-312026-02-19

UNILEVER PLC UNILEVER PLC32.5K sharesnew addition2025-12-312026-02-19

NEM NEWMONT CORP21.1K shares5.23%2025-12-312026-02-19

DRAFTKINGS INC NEW DRAFTKINGS INC NEW60.3K sharesnew addition2025-12-312026-02-19

XLV SELECT SECTOR SPDR TR13.4K shares21.05%2025-12-312026-02-19

EATON CORP PLC EATON CORP PLC6.5K shares-2.11%2025-12-312026-02-19

FCAL FIRST TR EXCH TRADED FD III42.0K shares-6.91%2025-12-312026-02-19

SCHW SCHWAB CHARLES CORP20.7K shares11.69%2025-12-312026-02-19

Sponsored

DGRO ISHARES TR29.6K shares1.65%2025-12-312026-02-19

SO SOUTHERN CO23.6K shares10.99%2025-12-312026-02-19

SMFG SUMITOMO MITSUI FINL GROUP I105.2K shares17.12%2025-12-312026-02-19

VWOB VANGUARD WHITEHALL FDS29.9K shares2.11%2025-12-312026-02-19

PPG PPG INDS INC19.6K sharesnew addition2025-12-312026-02-19

SPEM SPDR INDEX SHS FDS42.9K shares1.88%2025-12-312026-02-19

DB DEUTSCHE BANK A G52.0K shares6.26%2025-12-312026-02-19

LMT LOCKHEED MARTIN CORP4.1K shares1.18%2025-12-312026-02-19

Sponsored

UPS UNITED PARCEL SERVICE INC20.1K shares4.89%2025-12-312026-02-19

BTI BRITISH AMERN TOB PLC35.1K shares-16.38%2025-12-312026-02-19

SCHM SCHWAB STRATEGIC TR66.1K shares0.03%2025-12-312026-02-19

VLO VALERO ENERGY CORP12.0K shares105.65%2025-12-312026-02-19

MBB ISHARES TR20.4K shares-83.68%2025-12-312026-02-19

NTES NETEASE INC14.0K shares15.96%2025-12-312026-02-19

UBS UBS GROUP AG41.6K shares7.63%2025-12-312026-02-19

NYF ISHARES TR35.6K shares9.36%2025-12-312026-02-19

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BHP BHP GROUP LTD31.5K shares18.81%2025-12-312026-02-19

PEP PEPSICO INC13.2K shares30.18%2025-12-312026-02-19

ECL ECOLAB INC7.2K shares0.81%2025-12-312026-02-19

CRWD CROWDSTRIKE HLDGS INC4.0K shares24.22%2025-12-312026-02-19

DE DEERE & CO4.0K shares7.12%2025-12-312026-02-19

GSK PLC GSK PLC38.0K shares43.43%2025-12-312026-02-19

ADBE ADOBE INC5.2K shares52.29%2025-12-312026-02-19

AXON AXON ENTERPRISE INC3.1K shares-6.42%2025-12-312026-02-19

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LINDE PLC LINDE PLC4.2K shares-17.70%2025-12-312026-02-19

PFE PFIZER INC70.6K shares35.50%2025-12-312026-02-19

BSJS INVESCO EXCH TRD SLF IDX FD78.9K shares91.38%2025-12-312026-02-19

MCHP MICROCHIP TECHNOLOGY INC.26.9K shares374.23%2025-12-312026-02-19

AEM AGNICO EAGLE MINES LTD10.1K shares0.05%2025-12-312026-02-19

WELL WELLTOWER INC9.1K shares30.27%2025-12-312026-02-19

SHW SHERWIN WILLIAMS CO5.2K shares-0.44%2025-12-312026-02-19

VYM VANGUARD WHITEHALL FDS11.6K shares0.07%2025-12-312026-02-19

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CL COLGATE PALMOLIVE CO20.9K shares178.33%2025-12-312026-02-19

HWM HOWMET AEROSPACE INC8.0K shares2.31%2025-12-312026-02-19

ING ING GROEP N.V.58.4K shares11.06%2025-12-312026-02-19

CMI CUMMINS INC3.2K shares18.93%2025-12-312026-02-19

DHI D R HORTON INC11.2K shares17.97%2025-12-312026-02-19

CEG CONSTELLATION ENERGY CORP4.5K shares33.55%2025-12-312026-02-19

TE CONNECTIVITY PLC TE CONNECTIVITY PLC7.0K shares158.80%2025-12-312026-02-19

COP CONOCOPHILLIPS17.1K shares-9.37%2025-12-312026-02-19

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IBKR INTERACTIVE BROKERS GROUP IN24.8K shares-2.42%2025-12-312026-02-19

EFV ISHARES TR22.2K shares-3.04%2025-12-312026-02-19

MEDTRONIC PLC MEDTRONIC PLC16.4K shares11.52%2025-12-312026-02-19

SPGI S&P GLOBAL INC3.0K shares12.85%2025-12-312026-02-19

JPST J P MORGAN EXCHANGE TRADED F31.0K shares-2.03%2025-12-312026-02-19

USB US BANCORP DEL29.0K shares17.72%2025-12-312026-02-19

TECK TECK RESOURCES LTD32.3K shares1.04%2025-12-312026-02-19

NVO NOVO-NORDISK A S30.3K shares8.18%2025-12-312026-02-19

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IBN ICICI BANK LIMITED51.7K shares-7.94%2025-12-312026-02-19

CELESTICA INC CELESTICA INC5.2K shares-4.87%2025-12-312026-02-19

RIO RIO TINTO PLC19.1K shares33.95%2025-12-312026-02-19

ETR ENTERGY CORP NEW16.5K shares124.06%2025-12-312026-02-19

ESGV VANGUARD WORLD FD12.6K shares-7.46%2025-12-312026-02-19

PPLT ABRDN PLATINUM ETF TRUST8.2K shares-10.69%2025-12-312026-02-19

PNC PNC FINL SVCS GROUP INC7.3K shares25.91%2025-12-312026-02-19

IJH ISHARES TR23.0K shares1.23%2025-12-312026-02-19

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PPA INVESCO EXCHANGE TRADED FD T9.7K shares-4.10%2025-12-312026-02-19

USFR WISDOMTREE TR30.1K shares9.96%2025-12-312026-02-19

IVE ISHARES TR7.1K shares-14.04%2025-12-312026-02-19

AFL AFLAC INC13.7K shares2.61%2025-12-312026-02-19

NOBL PROSHARES TR14.4K shares0.99%2025-12-312026-02-19

KMI KINDER MORGAN INC DEL54.4K shares-2.68%2025-12-312026-02-19

VIGI VANGUARD WHITEHALL FDS16.3K shares-0.23%2025-12-312026-02-19

MO ALTRIA GROUP INC25.8K shares-69.72%2025-12-312026-02-19

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QYLD GLOBAL X FDS84.1K shares9.47%2025-12-312026-02-19

CME CME GROUP INC5.4K shares11.50%2025-12-312026-02-19

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC17.4K shares4.45%2025-12-312026-02-19

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.4K shares26.94%2025-12-312026-02-19

FBND FIDELITY MERRIMACK STR TR32.0K shares5.80%2025-12-312026-02-19

BSX BOSTON SCIENTIFIC CORP15.4K shares14.71%2025-12-312026-02-19

DCRE DOUBLELINE ETF TRUST28.2K shares11.33%2025-12-312026-02-19

PWZ INVESCO EXCH TRADED FD TR II60.5K shares0.21%2025-12-312026-02-19

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GM GENERAL MTRS CO17.9K shares15.71%2025-12-312026-02-19

MFG MIZUHO FINANCIAL GROUP INC198.7K shares15.97%2025-12-312026-02-19

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.4K shares76.95%2025-12-312026-02-19

CB CHUBB LIMITED4.6K shares0.22%2025-12-312026-02-19

SCCO SOUTHERN COPPER CORP10.0K shares1.06%2025-12-312026-02-19

GFI GOLD FIELDS LTD32.6K shares4.32%2025-12-312026-02-19

BXMX NUVEEN S&P 500 BUY-WRITE INC95.7K shares18.12%2025-12-312026-02-19

ESGD ISHARES TR14.7K shares21.44%2025-12-312026-02-19

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BN BROOKFIELD CORP30.5K shares63.43%2025-12-312026-02-19

APD AIR PRODS & CHEMS INC5.6K shares111.10%2025-12-312026-02-19

HON HONEYWELL INTL INC7.0K shares3.77%2025-12-312026-02-19

IWO ISHARES TR4.2K shares63.00%2025-12-312026-02-19

SCHX SCHWAB STRATEGIC TR50.9K shares28.84%2025-12-312026-02-19

MMM 3M CO8.5K shares-68.04%2025-12-312026-02-19

SPD SIMPLIFY EXCHANGE TRADED FUN34.6K shares-19.05%2025-12-312026-02-19

ITW ILLINOIS TOOL WKS INC5.5K shares-0.83%2025-12-312026-02-19

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PLD PROLOGIS INC.10.5K shares42.24%2025-12-312026-02-19

ADI ANALOG DEVICES INC4.9K shares25.36%2025-12-312026-02-19

EMR EMERSON ELEC CO10.1K shares5.95%2025-12-312026-02-19

MKL MARKEL GROUP INC615 shares1.82%2025-12-312026-02-19

XBI SPDR SERIES TRUST10.8K sharesnew addition2025-12-312026-02-19

IJS ISHARES TR11.5K shares-5.97%2025-12-312026-02-19

BNS BANK NOVA SCOTIA HALIFAX17.7K shares31.64%2025-12-312026-02-19

REGN REGENERON PHARMACEUTICALS1.7K shares69.29%2025-12-312026-02-19

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VOOG VANGUARD ADMIRAL FDS INC2.9K shares6.11%2025-12-312026-02-19

FTNT FORTINET INC16.1K shares44.84%2025-12-312026-02-19

SLVP ISHARES INC37.3K shares-16.60%2025-12-312026-02-19

AEP AMERICAN ELEC PWR CO INC11.1K shares5.02%2025-12-312026-02-19

BMY BRISTOL-MYERS SQUIBB CO23.6K shares104.42%2025-12-312026-02-19

ETY EATON VANCE TAX-MANAGED DIVE82.9K shares2.90%2025-12-312026-02-19

CRH PLC CRH PLC10.2K shares10.82%2025-12-312026-02-19

EQIX EQUINIX INC1.7K shares-6.91%2025-12-312026-02-19

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TXN TEXAS INSTRS INC7.3K shares30.50%2025-12-312026-02-19

VALE VALE S A96.7K shares26.62%2025-12-312026-02-19

TFC TRUIST FINL CORP25.5K shares29.75%2025-12-312026-02-19

CM CANADIAN IMPERIAL BANK OF CO13.8K shares11.86%2025-12-312026-02-19

USMV ISHARES TR13.3K shares-8.04%2025-12-312026-02-19

VGIT VANGUARD SCOTTSDALE FDS20.8K shares15.98%2025-12-312026-02-19

AMT AMERICAN TOWER CORP NEW7.1K shares3.54%2025-12-312026-02-19

TRV TRAVELERS COMPANIES INC4.3K shares6.78%2025-12-312026-02-19

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VT VANGUARD INTL EQUITY INDEX F8.8K shares6.27%2025-12-312026-02-19

NATWEST GROUP PLC NATWEST GROUP PLC71.1K shares-26.44%2025-12-312026-02-19

BR BROADRIDGE FINL SOLUTIONS IN5.6K shares-7.14%2025-12-312026-02-19

ADP AUTOMATIC DATA PROCESSING IN4.8K shares-7.92%2025-12-312026-02-19

SPOT SPOTIFY TECHNOLOGY S A2.1K shares-4.93%2025-12-312026-02-19

BNDI NEOS ETF TRUST25.7K shares115.98%2025-12-312026-02-19

PGR PROGRESSIVE CORP5.4K shares-5.94%2025-12-312026-02-19

EFAV ISHARES TR14.1K shares0.12%2025-12-312026-02-19

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IDXX IDEXX LABS INC1.8K shares51.94%2025-12-312026-02-19

DASH DOORDASH INC5.4K shares-10.98%2025-12-312026-02-19

IWR ISHARES TR12.4K shares-6.11%2025-12-312026-02-19

DDOG DATADOG INC8.7K shares17.28%2025-12-312026-02-19

NKE NIKE INC18.5K shares-10.73%2025-12-312026-02-19

VYMI VANGUARD WHITEHALL FDS13.1K shares13.30%2025-12-312026-02-19

TPR TAPESTRY INC9.2K shares7.41%2025-12-312026-02-19

RDVI FIRST TR EXCHANGE-TRADED FD44.8K shares6.19%2025-12-312026-02-19

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WPM WHEATON PRECIOUS METALS CORP10.0K shares0.23%2025-12-312026-02-19

GOEX GLOBAL X FDS14.5K shares-15.00%2025-12-312026-02-19

JCI JOHNSON CTLS INTL PLC9.7K shares4.77%2025-12-312026-02-19

FAST FASTENAL CO29.0K shares-0.82%2025-12-312026-02-19

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO17.7K sharesnew addition2025-12-312026-02-19

FTLS FIRST TR EXCH TRADED FD III16.3K shares-88.55%2025-12-312026-02-19

MPC MARATHON PETE CORP7.0K shares-1.15%2025-12-312026-02-19

GLDM WORLD GOLD TR13.3K shares1.04%2025-12-312026-02-19

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MNST MONSTER BEVERAGE CORP NEW14.8K shares15.76%2025-12-312026-02-19

NU NU HLDGS LTD67.2K shares20.14%2025-12-312026-02-19

NATIONAL GRID PLC NATIONAL GRID PLC14.5K shares15.17%2025-12-312026-02-19

TWLO TWILIO INC7.9K shares10.02%2025-12-312026-02-19

BSJT INVESCO EXCH TRD SLF IDX FD51.8K shares59.36%2025-12-312026-02-19

MFC MANULIFE FINL CORP30.7K shares10.86%2025-12-312026-02-19

BMO BANK MONTREAL QUE8.6K shares6.67%2025-12-312026-02-19

GDX VANECK ETF TRUST12.9K shares-4.33%2025-12-312026-02-19

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FDX FEDEX CORP3.8K shares14.08%2025-12-312026-02-19

WMB WILLIAMS COS INC18.3K shares-2.51%2025-12-312026-02-19

BST BLACKROCK SCIENCE & TECHNOLO27.1K shares132.03%2025-12-312026-02-19

XME SPDR SERIES TRUST10.6K shares-9.14%2025-12-312026-02-19

DAL DELTA AIR LINES INC DEL15.8K shares209.05%2025-12-312026-02-19

ARGX ARGENX SE1.3K shares120.68%2025-12-312026-02-19

DELL DELL TECHNOLOGIES INC8.7K shares-1.55%2025-12-312026-02-19

SPHQ INVESCO EXCHANGE TRADED FD T14.6K shares0.96%2025-12-312026-02-19

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KB KB FINL GROUP INC12.5K shares4.22%2025-12-312026-02-19

DGT SPDR SERIES TRUST6.4K shares5.67%2025-12-312026-02-19

SPYI NEOS ETF TRUST20.3K shares1.10%2025-12-312026-02-19

TOTALENERGIES SE TOTALENERGIES SE16.3K sharesnew addition2025-12-312026-02-19

CMG CHIPOTLE MEXICAN GRILL INC28.7K shares-2.36%2025-12-312026-02-19

FIVA FIDELITY COVINGTON TRUST30.6K sharesnew addition2025-12-312026-02-19

FFC FLAHERTY & CRUMRINE PFD SECS63.4K shares-1.31%2025-12-312026-02-19

WDC WESTERN DIGITAL CORP6.1K shares16.61%2025-12-312026-02-19

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DVY ISHARES TR7.4K shares164.34%2025-12-312026-02-19

BLV VANGUARD BD INDEX FDS14.9K shares9.32%2025-12-312026-02-19

TMUS T-MOBILE US INC5.1K shares-10.19%2025-12-312026-02-19

TT TRANE TECHNOLOGIES PLC2.7K shares0.80%2025-12-312026-02-19

PDD PDD HOLDINGS INC9.1K shares9.39%2025-12-312026-02-19

JAVA J P MORGAN EXCHANGE TRADED F14.4K shares-5.83%2025-12-312026-02-19

CSX CSX CORP28.4K shares4.26%2025-12-312026-02-19

TMFC RBB FD INC14.3K shares-3.16%2025-12-312026-02-19

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BKR BAKER HUGHES COMPANY22.3K shares-0.17%2025-12-312026-02-19

FEZ SPDR INDEX SHS FDS15.8K shares15.78%2025-12-312026-02-19

URTH ISHARES INC5.5K shares-22.90%2025-12-312026-02-19

BUD ANHEUSER BUSCH INBEV SA/NV15.8K shares10.43%2025-12-312026-02-19

NOC NORTHROP GRUMMAN CORP1.8K shares0.63%2025-12-312026-02-19

SPYG SPDR SERIES TRUST9.4K shares-4.38%2025-12-312026-02-19

IJJ ISHARES TR7.6K shares3.13%2025-12-312026-02-19

CDNS CADENCE DESIGN SYSTEM INC3.2K shares1.75%2025-12-312026-02-19

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SQM SOCIEDAD QUIMICA Y MINERA DE14.5K sharesnew addition2025-12-312026-02-19

QTUM ETF SER SOLUTIONS9.1K shares-0.13%2025-12-312026-02-19

HYMB SPDR SERIES TRUST40.0K shares-41.16%2025-12-312026-02-19

FLCO FRANKLIN TEMPLETON ETF TR46.1K shares9.07%2025-12-312026-02-19

MAR MARRIOTT INTL INC NEW3.2K shares23.53%2025-12-312026-02-19

ABNB AIRBNB INC7.3K shares5.13%2025-12-312026-02-19

PWR QUANTA SVCS INC2.4K shares35.85%2025-12-312026-02-19

ADSK AUTODESK INC3.3K shares-1.10%2025-12-312026-02-19

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TRP TC ENERGY CORP17.7K shares6.52%2025-12-312026-02-19

VOT VANGUARD INDEX FDS3.5K shares15.97%2025-12-312026-02-19

ARKQ ARK ETF TR8.4K shares-12.90%2025-12-312026-02-19

ZTS ZOETIS INC7.7K shares-1.76%2025-12-312026-02-19

QUS SPDR SERIES TRUST5.5K shares-7.09%2025-12-312026-02-19

INFL LISTED FDS TR21.7K shares0.33%2025-12-312026-02-19

STT STATE STR CORP7.5K shares47.57%2025-12-312026-02-19

CBRE CBRE GROUP INC5.9K shares10.63%2025-12-312026-02-19

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SPMD SPDR SERIES TRUST16.4K shares-0.97%2025-12-312026-02-19

VPU VANGUARD WORLD FD5.1K shares6.42%2025-12-312026-02-19

DNP DNP SELECT INCOME FD INC95.1K shares261.30%2025-12-312026-02-19

SCZ ISHARES TR12.2K shares2.05%2025-12-312026-02-19

AIG AMERICAN INTL GROUP INC11.1K shares-1.16%2025-12-312026-02-19

ESML ISHARES TR20.6K shares80.86%2025-12-312026-02-19

QLTA ISHARES TR19.6K shares-0.98%2025-12-312026-02-19

VXUS VANGUARD STAR FDS12.5K shares68.61%2025-12-312026-02-19

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SPG SIMON PPTY GROUP INC NEW5.1K shares10.64%2025-12-312026-02-19

SCHP SCHWAB STRATEGIC TR35.6K shares72.18%2025-12-312026-02-19

ROK ROCKWELL AUTOMATION INC2.4K shares8.51%2025-12-312026-02-19

MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares-9.76%2025-12-312026-02-19

STLD STEEL DYNAMICS INC5.5K shares132.60%2025-12-312026-02-19

CVNA CARVANA CO2.2K shares-6.62%2025-12-312026-02-19

HCA HCA HEALTHCARE INC2.0K shares23.53%2025-12-312026-02-19

HIG HARTFORD INSURANCE GROUP INC6.8K shares7.94%2025-12-312026-02-19

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ICE INTERCONTINENTAL EXCHANGE IN5.7K shares5.01%2025-12-312026-02-19

IDEV ISHARES TR11.1K shares0.03%2025-12-312026-02-19

XYZ BLOCK INC14.0K shares-9.62%2025-12-312026-02-19

CNQ CANADIAN NAT RES LTD26.8K shares9.62%2025-12-312026-02-19

VEEV VEEVA SYS INC4.1K shares-7.48%2025-12-312026-02-19

NET CLOUDFLARE INC4.6K shares-4.14%2025-12-312026-02-19

IYY ISHARES TR5.4K shares0.00%2025-12-312026-02-19

GBIL GOLDMAN SACHS ETF TR8.9K shares-35.28%2025-12-312026-02-19

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AON PLC AON PLC2.5K shares-13.72%2025-12-312026-02-19

CTAS CINTAS CORP4.7K shares-16.17%2025-12-312026-02-19

F FORD MTR CO66.9K shares26.06%2025-12-312026-02-19

SHG SHINHAN FINANCIAL GROUP CO L16.3K shares5.80%2025-12-312026-02-19

PICK ISHARES INC17.0K shares1.25%2025-12-312026-02-19

CART MAPLEBEAR INC19.3K shares2.78%2025-12-312026-02-19

GGN GAMCO GLOBAL GOLD NAT RES &168.6K shares3.77%2025-12-312026-02-19

PAAS PAN AMERN SILVER CORP16.8K shares26.96%2025-12-312026-02-19

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RF REGIONS FINANCIAL CORP NEW31.5K shares3.11%2025-12-312026-02-19

USCF ETF TR USCF ETF TR24.5K shares15.24%2025-12-312026-02-19

ARKF ARK ETF TR17.9K shares-7.36%2025-12-312026-02-19

OHI OMEGA HEALTHCARE INVS INC19.2K shares6.78%2025-12-312026-02-19

SOFI SOFI TECHNOLOGIES INC32.5K shares3.48%2025-12-312026-02-19

BP BP PLC24.4K shares8.11%2025-12-312026-02-19

PAPR INNOVATOR ETFS TRUST21.6K shares0.00%2025-12-312026-02-19

GLW CORNING INC9.6K shares3.53%2025-12-312026-02-19

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BGRN ISHARES TR17.6K shares2.24%2025-12-312026-02-19

BIDU BAIDU INC6.4K shares22.55%2025-12-312026-02-19

NSC NORFOLK SOUTHN CORP2.9K shares11.55%2025-12-312026-02-19

MTUM ISHARES TR3.3K shares-34.26%2025-12-312026-02-19

VCSH VANGUARD SCOTTSDALE FDS10.4K shares-4.43%2025-12-312026-02-19

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.9K shares36.07%2025-12-312026-02-19

MCO MOODYS CORP1.6K shares23.83%2025-12-312026-02-19

SYF SYNCHRONY FINANCIAL9.9K shares15.08%2025-12-312026-02-19

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PSX PHILLIPS 666.4K shares3.36%2025-12-312026-02-19

FLEX FLEX LTD13.7K shares3.09%2025-12-312026-02-19

KGC KINROSS GOLD CORP29.2K shares-7.73%2025-12-312026-02-19

XLU SELECT SECTOR SPDR TR19.2K shares112.25%2025-12-312026-02-19

MSCI MSCI INC1.4K shares-3.32%2025-12-312026-02-19

ORLY OREILLY AUTOMOTIVE INC8.9K shares0.20%2025-12-312026-02-19

EBAY EBAY INC.9.4K shares-1.72%2025-12-312026-02-19

CGXU CAPITAL GROUP INTL FOCUS EQT27.4K shares1.89%2025-12-312026-02-19

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SNY SANOFI SA16.7K shares15.46%2025-12-312026-02-19

URI UNITED RENTALS INC998 shares-4.31%2025-12-312026-02-19

VRT VERTIV HOLDINGS CO5.0K shares19.01%2025-12-312026-02-19

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD15.3K shares-5.86%2025-12-312026-02-19

HYDB ISHARES TR16.9K shares-92.30%2025-12-312026-02-19

BIV VANGUARD BD INDEX FDS10.3K shares5.89%2025-12-312026-02-19

CMCSA COMCAST CORP NEW26.7K shares-0.10%2025-12-312026-02-19

TYL TYLER TECHNOLOGIES INC1.8K shares-7.42%2025-12-312026-02-19

Sponsored

SMH VANECK ETF TRUST2.2K shares-4.28%2025-12-312026-02-19

EAGG ISHARES TR16.6K shares-5.26%2025-12-312026-02-19

COHERENT CORP COHERENT CORP4.3K shares10.37%2025-12-312026-02-19

HYS PIMCO ETF TR8.3K shares86.89%2025-12-312026-02-19

JEPI J P MORGAN EXCHANGE TRADED F13.8K shares-9.57%2025-12-312026-02-19

ESGE ISHARES INC17.8K shares89.75%2025-12-312026-02-19

SANM SANMINA CORPORATION5.2K shares-0.02%2025-12-312026-02-19

CIEN CIENA CORP3.3K shares-2.23%2025-12-312026-02-19

Sponsored

FIX COMFORT SYS USA INC834 shares15.03%2025-12-312026-02-19

LAMR LAMAR ADVERTISING CO NEW6.1K sharesnew addition2025-12-312026-02-19

AVUS AMERICAN CENTY ETF TR6.9K shares-4.62%2025-12-312026-02-19

PHYS SPROTT ASSET MANAGEMENT LP23.4K shares124.27%2025-12-312026-02-19

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR30.0K sharesnew addition2025-12-312026-02-19

GRAB Call CallGRAB HOLDINGS LIMITED150.0K shares0.00%2025-12-312026-02-19

OSCR Call CallOSCAR HEALTH INC10.0K shares0.00%2025-12-312026-02-19

Put Option Holdings

HOOD Put PutROBINHOOD MKTS INC50.0K sharesnew addition2025-12-312026-02-19