The Analysis of Concord Wealth Partners's Holdings
Currently, Concord Wealth Partners holds 844 types of securities in its portfolio with a total value $769.7M. In the most recent quarter, they have increased their positions in NVDA (+20.1K shares, valued at $3.8M), DFCF (+79.7K shares, valued at $3.4M), SPDW (+42.4K shares, valued at $1.9M); decreased their positions in IVV (-650 shares, valued at $445.4K), NULV (-7.9K shares, valued at $356.9K), SGOV (-2.3K shares, valued at $230.9K); initiated new positions in VTEB (+4.1K shares, valued at $203.7K), IMCG (+1.1K shares, valued at $85.9K), N/A (+6.1K shares, valued at $85.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION201.2K shares11.13%2025-12-312026-01-29
SPDW SPDR INDEX SHS FDS741.0K shares6.07%2025-12-312026-01-29 HYBL SSGA ACTIVE TR1.1M shares4.15%2025-12-312026-01-29 SHV ISHARES TR291.8K shares3.61%2025-12-312026-01-29 SPSB SPDR SERIES TRUST1.1M shares3.65%2025-12-312026-01-29 SPTI SPDR SERIES TRUST1.1M shares4.01%2025-12-312026-01-29 SPIB SPDR SERIES TRUST913.7K shares4.24%2025-12-312026-01-29 SPYG SPDR SERIES TRUST219.3K shares2.25%2025-12-312026-01-29 MSFT MICROSOFT CORP40.7K shares4.52%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR242.6K shares6.06%2025-12-312026-01-29 AAPL APPLE INC65.3K shares0.95%2025-12-312026-01-29 DFUS DIMENSIONAL ETF TRUST176.2K shares11.25%2025-12-312026-01-29 DON WISDOMTREE TR229.0K shares-1.27%2025-12-312026-01-29 DFCF DIMENSIONAL ETF TRUST274.4K shares40.92%2025-12-312026-01-29 DFSD DIMENSIONAL ETF TRUST233.0K shares9.25%2025-12-312026-01-29 BROADCOM INC BROADCOM INC31.8K shares3.35%2025-12-312026-01-29 DWX SPDR INDEX SHS FDS246.4K shares5.91%2025-12-312026-01-29 AMZN AMAZON COM INC44.2K shares5.46%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.30.0K shares2.85%2025-12-312026-01-29 ALPHABET INC ALPHABET INC29.5K shares2.09%2025-12-312026-01-29 SPHQ INVESCO EXCHANGE TRADED FD T119.7K shares4.27%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR87.4K shares5.58%2025-12-312026-01-29 XMHQ INVESCO EXCHANGE TRADED FD T84.9K shares4.60%2025-12-312026-01-29 META META PLATFORMS INC12.6K shares9.70%2025-12-312026-01-29 DGRO ISHARES TR105.3K shares-1.95%2025-12-312026-01-29 AVLV AMERICAN CENTY ETF TR92.1K shares-0.46%2025-12-312026-01-29 IGRO ISHARES TR82.5K shares5.95%2025-12-312026-01-29 VIGI VANGUARD WHITEHALL FDS73.4K shares3.55%2025-12-312026-01-29 DFAX DIMENSIONAL ETF TRUST170.8K shares14.21%2025-12-312026-01-29 CAT CATERPILLAR INC9.1K shares-0.96%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC5.9K shares4.59%2025-12-312026-01-29 KO COCA COLA CO69.2K shares3.88%2025-12-312026-01-29 XOM EXXON MOBIL CORP38.0K shares1.63%2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP9.2K shares4.92%2025-12-312026-01-29 MS MORGAN STANLEY24.6K shares3.58%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON19.9K shares1.02%2025-12-312026-01-29 BIL SPDR SERIES TRUST45.0K shares25.87%2025-12-312026-01-29 HD HOME DEPOT INC11.9K shares10.14%2025-12-312026-01-29 DUSB DIMENSIONAL ETF TRUST79.9K shares28.96%2025-12-312026-01-29 NOBL PROSHARES TR38.8K shares0.99%2025-12-312026-01-29 LLY ELI LILLY & CO3.6K shares3.35%2025-12-312026-01-29 NEE NEXTERA ENERGY INC48.0K shares0.78%2025-12-312026-01-29 TSLA TESLA INC8.5K shares23.41%2025-12-312026-01-29 SO SOUTHERN CO40.8K shares8.55%2025-12-312026-01-29 AMAT APPLIED MATLS INC13.4K shares0.47%2025-12-312026-01-29 V VISA INC9.8K shares5.33%2025-12-312026-01-29 TFC TRUIST FINL CORP69.8K shares0.00%2025-12-312026-01-29 UNP UNION PAC CORP14.7K shares4.00%2025-12-312026-01-29 MA MASTERCARD INCORPORATED5.9K shares5.83%2025-12-312026-01-29 DFAC DIMENSIONAL ETF TRUST83.3K shares0.81%2025-12-312026-01-29 WMT WALMART INC29.2K shares4.44%2025-12-312026-01-29 ALPHABET INC ALPHABET INC10.4K shares1.95%2025-12-312026-01-29 AMGN AMGEN INC9.8K shares1.39%2025-12-312026-01-29 PG PROCTER AND GAMBLE CO22.4K shares2.85%2025-12-312026-01-29 STLD STEEL DYNAMICS INC18.9K shares2.51%2025-12-312026-01-29 MCK MCKESSON CORP3.9K shares2.99%2025-12-312026-01-29 DIS DISNEY WALT CO27.3K shares6.86%2025-12-312026-01-29 COP CONOCOPHILLIPS32.8K shares1.20%2025-12-312026-01-29 DFAU DIMENSIONAL ETF TRUST65.0K shares13.21%2025-12-312026-01-29 CVS CVS HEALTH CORP38.0K shares3.99%2025-12-312026-01-29 DVYE ISHARES INC96.2K shares1.79%2025-12-312026-01-29 DVYA ISHARES INC66.8K shares3.14%2025-12-312026-01-29 SCHD SCHWAB STRATEGIC TR107.4K shares-2.66%2025-12-312026-01-29 CRM SALESFORCE INC11.0K shares2.42%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW3.3K shares8.19%2025-12-312026-01-29 SMH VANECK ETF TRUST7.8K shares-2.33%2025-12-312026-01-29 FEZ SPDR INDEX SHS FDS43.3K shares2.50%2025-12-312026-01-29 FNDE SCHWAB STRATEGIC TR72.7K shares2.87%2025-12-312026-01-29 CB CHUBB LIMITED8.1K shares3.83%2025-12-312026-01-29 SRLN SSGA ACTIVE ETF TR60.7K shares0.49%2025-12-312026-01-29 SGOV ISHARES TR24.7K shares-8.53%2025-12-312026-01-29 GWW WW GRAINGER INC2.5K shares5.74%2025-12-312026-01-29 ADP AUTOMATIC DATA PROCESSING IN9.6K shares5.35%2025-12-312026-01-29 INTU INTUIT3.7K shares5.85%2025-12-312026-01-29 TJX TJX COS INC NEW14.9K shares4.05%2025-12-312026-01-29 IEI ISHARES TR18.9K shares2.58%2025-12-312026-01-29 TRV TRAVELERS COMPANIES INC7.8K shares5.30%2025-12-312026-01-29 MCD MCDONALDS CORP7.3K shares3.72%2025-12-312026-01-29 WSM WILLIAMS SONOMA INC12.4K shares6.30%2025-12-312026-01-29 ISRG INTUITIVE SURGICAL INC3.9K shares-1.98%2025-12-312026-01-29 DFAS DIMENSIONAL ETF TRUST31.5K shares-0.34%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS7.2K shares-0.08%2025-12-312026-01-29 KLAC KLA CORP1.7K shares2.25%2025-12-312026-01-29 DFNM DIMENSIONAL ETF TRUST41.6K shares31.64%2025-12-312026-01-29 ORCL ORACLE CORP10.0K shares28.21%2025-12-312026-01-29 HDV ISHARES TR15.6K shares1.93%2025-12-312026-01-29 XSHD INVESCO EXCH TRADED FD TR II147.2K shares2.96%2025-12-312026-01-29 DFAI DIMENSIONAL ETF TRUST48.8K shares-0.71%2025-12-312026-01-29 SPYM SPDR SERIES TRUST22.7K shares11.03%2025-12-312026-01-29 VTI VANGUARD INDEX FDS5.4K shares-3.93%2025-12-312026-01-29 CDNS CADENCE DESIGN SYSTEM INC5.8K shares8.17%2025-12-312026-01-29 ABT ABBOTT LABS14.3K shares6.42%2025-12-312026-01-29 BAC BANK AMERICA CORP32.2K shares0.32%2025-12-312026-01-29 UNH UNITEDHEALTH GROUP INC5.4K shares5.10%2025-12-312026-01-29 FLXR TCW ETF TRUST43.3K shares34.90%2025-12-312026-01-29 ABBV ABBVIE INC7.4K shares0.87%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC40.9K shares-0.47%2025-12-312026-01-29 IDV ISHARES TR41.5K shares7.31%2025-12-312026-01-29 PANW PALO ALTO NETWORKS INC8.7K shares7.27%2025-12-312026-01-29 CSCO CISCO SYS INC19.3K shares0.88%2025-12-312026-01-29 WFC WELLS FARGO CO NEW15.9K shares0.17%2025-12-312026-01-29 NOW SERVICENOW INC9.5K shares452.63%2025-12-312026-01-29 JEPI J P MORGAN EXCHANGE TRADED F24.5K shares1.43%2025-12-312026-01-29 CL COLGATE PALMOLIVE CO17.3K shares4.80%2025-12-312026-01-29 CMCSA COMCAST CORP NEW44.8K shares8.25%2025-12-312026-01-29 D DOMINION ENERGY INC21.6K shares2.05%2025-12-312026-01-29 DIA SPDR DOW JONES INDL AVERAGE2.6K shares6.13%2025-12-312026-01-29 AFL AFLAC INC11.4K shares0.40%2025-12-312026-01-29 JEPQ J P MORGAN EXCHANGE TRADED F21.5K shares1.27%2025-12-312026-01-29 CVX CHEVRON CORP NEW8.0K shares-0.66%2025-12-312026-01-29 SPDG SPDR SERIES TRUST29.9K shares-2.76%2025-12-312026-01-29 TDV PROSHARES TR13.6K shares-4.30%2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS8.0K shares1.89%2025-12-312026-01-29 BMY BRISTOL-MYERS SQUIBB CO21.3K shares-5.57%2025-12-312026-01-29 PEP PEPSICO INC7.9K shares-1.50%2025-12-312026-01-29 JQUA J P MORGAN EXCHANGE TRADED F18.0K shares-2.80%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR1.6K shares2.49%2025-12-312026-01-29 PFE PFIZER INC44.6K shares-0.17%2025-12-312026-01-29 QCOM QUALCOMM INC6.2K shares0.71%2025-12-312026-01-29 MMC MARSH & MCLENNAN COS INC5.7K shares-5.78%2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS12.6K shares-0.84%2025-12-312026-01-29 IYW ISHARES TR5.3K shares-1.92%2025-12-312026-01-29 FLTR VANECK ETF TRUST37.5K shares-10.42%2025-12-312026-01-29 CTRA COTERRA ENERGY INC35.3K shares5.07%2025-12-312026-01-29 ITW ILLINOIS TOOL WKS INC3.8K shares1.82%2025-12-312026-01-29 DRI DARDEN RESTAURANTS INC4.5K shares3.12%2025-12-312026-01-29 VGT VANGUARD WORLD FD1.1K shares1.19%2025-12-312026-01-29 PYLD PIMCO ETF TR29.7K shares0.01%2025-12-312026-01-29 RTX RTX CORPORATION4.2K shares2.44%2025-12-312026-01-29 LOW LOWES COS INC3.1K shares-3.17%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-29 DFSB DIMENSIONAL ETF TRUST13.5K shares6.95%2025-12-312026-01-29 PNC PNC FINL SVCS GROUP INC2.9K shares-1.20%2025-12-312026-01-29 SPGI S&P GLOBAL INC1.1K shares4.45%2025-12-312026-01-29 RPV INVESCO EXCHANGE TRADED FD T5.4K shares-0.17%2025-12-312026-01-29 MO ALTRIA GROUP INC9.3K shares0.41%2025-12-312026-01-29 USMV ISHARES TR5.7K shares-3.59%2025-12-312026-01-29 BKLN INVESCO EXCH TRADED FD TR II24.5K shares-4.51%2025-12-312026-01-29 VGIT VANGUARD SCOTTSDALE FDS8.5K shares-1.74%2025-12-312026-01-29 IWM ISHARES TR1.8K shares-14.63%2025-12-312026-01-29 LINDE PLC LINDE PLC1.0K shares4.50%2025-12-312026-01-29 MPC MARATHON PETE CORP2.4K shares0.00%2025-12-312026-01-29 SYK STRYKER CORPORATION1.1K shares7.63%2025-12-312026-01-29 SWKS SKYWORKS SOLUTIONS INC6.1K shares1.86%2025-12-312026-01-29 QQQM INVESCO EXCH TRADED FD TR II1.5K shares4.01%2025-12-312026-01-29 BSX BOSTON SCIENTIFIC CORP3.9K shares7.48%2025-12-312026-01-29 EFA ISHARES TR3.9K shares-3.61%2025-12-312026-01-29 MAR MARRIOTT INTL INC NEW1.1K shares0.00%2025-12-312026-01-29 DELL DELL TECHNOLOGIES INC2.8K shares-0.04%2025-12-312026-01-29 XEL XCEL ENERGY INC4.6K shares-2.59%2025-12-312026-01-29 DGCB DIMENSIONAL ETF TRUST6.3K shares96.15%2025-12-312026-01-29 SPAB SPDR SERIES TRUST13.1K shares13.45%2025-12-312026-01-29 IVV ISHARES TR461 shares-58.51%2025-12-312026-01-29 BTI BRITISH AMERN TOB PLC5.3K shares-1.86%2025-12-312026-01-29 HYT BLACKROCK CORPOR HI YLD FD I33.7K shares2.54%2025-12-312026-01-29 DFAE DIMENSIONAL ETF TRUST9.1K shares3.58%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.46%2025-12-312026-01-29 DSI ISHARES TR2.2K shares-42.58%2025-12-312026-01-29 IJR ISHARES TR2.3K shares0.09%2025-12-312026-01-29 DFGP DIMENSIONAL ETF TRUST5.1K shares45.24%2025-12-312026-01-29 IGSB ISHARES TR5.0K shares-5.59%2025-12-312026-01-29 CGW INVESCO EXCH TRADED FD TR II4.2K shares-11.42%2025-12-312026-01-29 SLYV SPDR SERIES TRUST2.9K shares-4.52%2025-12-312026-01-29 FTEC FIDELITY COVINGTON TRUST1.2K shares0.09%2025-12-312026-01-29 CSX CSX CORP6.9K shares0.00%2025-12-312026-01-29 AEP AMERICAN ELEC PWR CO INC2.1K shares154.61%2025-12-312026-01-29 GE AEROSPACE GE AEROSPACE762 shares29.37%2025-12-312026-01-29 GLD SPDR GOLD TR590 shares17.30%2025-12-312026-01-29 VOOG VANGUARD ADMIRAL FDS INC522 shares3.37%2025-12-312026-01-29 VSDB VANGUARD MALVERN FDS3.0K shares1.62%2025-12-312026-01-29 BIV VANGUARD BD INDEX FDS3.0K shares0.00%2025-12-312026-01-29 APD AIR PRODS & CHEMS INC921 shares-4.76%2025-12-312026-01-29 SCHI SCHWAB STRATEGIC TR9.9K shares0.31%2025-12-312026-01-29 VYMI VANGUARD WHITEHALL FDS2.5K shares0.00%2025-12-312026-01-29 JPC NUVEEN PFD & INCOME OPPORTUN27.7K shares0.60%2025-12-312026-01-29 NULV NUSHARES ETF TR4.9K shares-61.93%2025-12-312026-01-29 MGK VANGUARD WORLD FD531 shares-1.67%2025-12-312026-01-29 EEM ISHARES TR4.0K shares-18.27%2025-12-312026-01-29 DFIC DIMENSIONAL ETF TRUST6.2K shares0.45%2025-12-312026-01-29 IDXX IDEXX LABS INC311 shares0.00%2025-12-312026-01-29 SPYV SPDR SERIES TRUST3.6K shares0.00%2025-12-312026-01-29 VTEB VANGUARD MUN BD FDS4.1K sharesnew addition2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD660 shares-0.30%2025-12-312026-01-29 SLV ISHARES SILVER TR3.1K shares0.00%2025-12-312026-01-29 XT ISHARES TR2.8K shares-11.67%2025-12-312026-01-29 PDI PIMCO DYNAMIC INCOME FD10.9K shares1.65%2025-12-312026-01-29 BKCG BNY MELLON ETF TRUST II5.2K shares0.04%2025-12-312026-01-29 DVY ISHARES TR1.3K shares1.13%2025-12-312026-01-29 ESGV VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-01-29 HYD VANECK ETF TRUST3.5K shares1.42%2025-12-312026-01-29 BND VANGUARD BD INDEX FDS2.4K shares0.92%2025-12-312026-01-29 HYMB SPDR SERIES TRUST7.1K shares1.55%2025-12-312026-01-29 NVS NOVARTIS AG1.3K shares0.00%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC989 shares33.83%2025-12-312026-01-29 GEV GE VERNOVA INC269 shares52.84%2025-12-312026-01-29 IJH ISHARES TR2.6K shares-37.31%2025-12-312026-01-29 AMT AMERICAN TOWER CORP NEW995 shares6.65%2025-12-312026-01-29 DFIV DIMENSIONAL ETF TRUST3.5K shares6.51%2025-12-312026-01-29 HYLB DBX ETF TR4.4K shares1.60%2025-12-312026-01-29 IEFA ISHARES TR1.8K shares-39.14%2025-12-312026-01-29 VBK VANGUARD INDEX FDS528 shares0.00%2025-12-312026-01-29 XLY SELECT SECTOR SPDR TR1.3K shares129.82%2025-12-312026-01-29 EUSA ISHARES INC1.5K shares0.00%2025-12-312026-01-29 YUM YUM BRANDS INC1.0K shares0.00%2025-12-312026-01-29 HYG ISHARES TR1.8K shares1.89%2025-12-312026-01-29 OMFL INVESCO EXCH TRD SLF IDX FD2.4K shares0.00%2025-12-312026-01-29 MTZ MASTEC INC656 shares0.00%2025-12-312026-01-29 INTC INTEL CORP3.8K shares-6.35%2025-12-312026-01-29 T AT&T INC5.7K shares-23.75%2025-12-312026-01-29 SCHW SCHWAB CHARLES CORP1.4K shares-15.27%2025-12-312026-01-29 BKNG BOOKING HOLDINGS INC26 shares-16.13%2025-12-312026-01-29 IJJ ISHARES TR1.1K shares0.57%2025-12-312026-01-29 DY DYCOM INDS INC410 shares0.00%2025-12-312026-01-29 ET ENERGY TRANSFER L P8.1K shares1.96%2025-12-312026-01-29 CLF CLEVELAND-CLIFFS INC NEW10.1K shares0.00%2025-12-312026-01-29 SPMB SPDR SERIES TRUST5.9K shares0.00%2025-12-312026-01-29 SCHG SCHWAB STRATEGIC TR4.0K shares0.00%2025-12-312026-01-29 MTD METTLER TOLEDO INTERNATIONAL92 shares0.00%2025-12-312026-01-29 VOT VANGUARD INDEX FDS458 shares205.33%2025-12-312026-01-29 DFIP DIMENSIONAL ETF TRUST3.0K shares150.42%2025-12-312026-01-29 FANG DIAMONDBACK ENERGY INC820 shares-29.31%2025-12-312026-01-29 FCPI FIDELITY COVINGTON TRUST2.5K shares0.65%2025-12-312026-01-29 IHI ISHARES TR1.9K shares0.10%2025-12-312026-01-29 MMM 3M CO739 shares-4.65%2025-12-312026-01-29 WM WASTE MGMT INC DEL533 shares0.19%2025-12-312026-01-29 SPG SIMON PPTY GROUP INC NEW632 shares0.00%2025-12-312026-01-29 PAVE GLOBAL X FDS2.4K shares0.00%2025-12-312026-01-29 ARTY ISHARES TR2.4K shares0.00%2025-12-312026-01-29 DFGX DIMENSIONAL ETF TRUST2.2K shares38.63%2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS1.9K shares0.16%2025-12-312026-01-29 UPS UNITED PARCEL SERVICE INC1.2K shares-0.94%2025-12-312026-01-29 GM GENERAL MTRS CO1.4K shares-27.59%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F2.1K shares-19.92%2025-12-312026-01-29 TXN TEXAS INSTRS INC637 shares-44.37%2025-12-312026-01-29 VRT VERTIV HOLDINGS CO654 shares39.74%2025-12-312026-01-29 DTE DTE ENERGY CO821 shares0.00%2025-12-312026-01-29 NFLX NETFLIX INC1.1K shares900.00%2025-12-312026-01-29 GLW CORNING INC1.2K shares0.34%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC489 shares36.21%2025-12-312026-01-29 VONG VANGUARD SCOTTSDALE FDS844 shares24.48%2025-12-312026-01-29 IUSG ISHARES TR606 shares0.17%2025-12-312026-01-29 IWV ISHARES TR262 shares0.38%2025-12-312026-01-29 CCJ CAMECO CORP1.1K shares44.44%2025-12-312026-01-29 LOB LIVE OAK BANCSHARES INC2.9K shares0.00%2025-12-312026-01-29 ESGD ISHARES TR1.0K shares-47.45%2025-12-312026-01-29 AUB ATLANTIC UN BANKSHARES CORP2.7K shares0.00%2025-12-312026-01-29 IEMG ISHARES INC1.4K shares1.07%2025-12-312026-01-29 BUFD FIRST TR EXCHNG TRADED FD VI3.4K shares0.00%2025-12-312026-01-29 FIVE FIVE BELOW INC500 shares0.00%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR644 shares407.09%2025-12-312026-01-29 IWD ISHARES TR439 shares0.69%2025-12-312026-01-29 APPN APPIAN CORP2.6K shares-0.08%2025-12-312026-01-29 EMR EMERSON ELEC CO676 shares0.00%2025-12-312026-01-29 XLV SELECT SECTOR SPDR TR576 shares32.41%2025-12-312026-01-29 PLD PROLOGIS INC.685 shares-4.86%2025-12-312026-01-29 IMCG ISHARES TR1.1K sharesnew addition2025-12-312026-01-29 BA BOEING CO387 shares0.52%2025-12-312026-01-29 HON HONEYWELL INTL INC427 shares0.23%2025-12-312026-01-29 CEG CONSTELLATION ENERGY CORP235 shares0.00%2025-12-312026-01-29 BK BANK NEW YORK MELLON CORP705 shares0.00%2025-12-312026-01-29 MUB ISHARES TR763 shares0.13%2025-12-312026-01-29 GOVI INVESCO EXCH TRADED FD TR II2.9K shares0.03%2025-12-312026-01-29 VOE VANGUARD INDEX FDS457 shares-59.23%2025-12-312026-01-29 ALNY ALNYLAM PHARMACEUTICALS INC200 shares0.00%2025-12-312026-01-29 WPC WP CAREY INC1.2K shares0.00%2025-12-312026-01-29 TLT ISHARES TR888 sharesnew addition2025-12-312026-01-29 BDX BECTON DICKINSON & CO398 shares0.00%2025-12-312026-01-29 IJS ISHARES TR678 shares1.35%2025-12-312026-01-29 HRL HORMEL FOODS CORP3.2K shares1.30%2025-12-312026-01-29 MU MICRON TECHNOLOGY INC263 shares0.38%2025-12-312026-01-29 USHY ISHARES TR2.0K shares0.00%2025-12-312026-01-29 XLC SELECT SECTOR SPDR TR630 shares7.69%2025-12-312026-01-29 DCOR DIMENSIONAL ETF TRUST998 shares-54.26%2025-12-312026-01-29 RDDT REDDIT INC319 shares-30.35%2025-12-312026-01-29 ECG EVERUS CONSTR GROUP847 shares0.00%2025-12-312026-01-29 XLI SELECT SECTOR SPDR TR465 shares830.00%2025-12-312026-01-29 KMB KIMBERLY-CLARK CORP684 shares-4.34%2025-12-312026-01-29 TTMI TTM TECHNOLOGIES INC1.0K shares0.00%2025-12-312026-01-29 AXP AMERICAN EXPRESS CO184 shares10.18%2025-12-312026-01-29 JCI JOHNSON CTLS INTL PLC561 shares0.36%2025-12-312026-01-29 IJT ISHARES TR474 shares0.00%2025-12-312026-01-29 USB US BANCORP DEL1.3K shares-50.00%2025-12-312026-01-29 MDU MDU RES GROUP INC3.4K shares0.00%2025-12-312026-01-29 MTB M & T BK CORP320 shares-9.86%2025-12-312026-01-29 WPM WHEATON PRECIOUS METALS CORP545 shares0.00%2025-12-312026-01-29 IGM ISHARES TR493 shares0.00%2025-12-312026-01-29 MLM MARTIN MARIETTA MATLS INC100 shares0.00%2025-12-312026-01-29 AZN ASTRAZENECA PLC671 shares0.00%2025-12-312026-01-29 F FORD MTR CO4.7K shares0.26%2025-12-312026-01-29 COIN COINBASE GLOBAL INC267 shares-43.55%2025-12-312026-01-29 KNF KNIFE RIVER CORP847 shares0.00%2025-12-312026-01-29 VLO VALERO ENERGY CORP364 shares-6.91%2025-12-312026-01-29 KMI KINDER MORGAN INC DEL2.2K shares0.00%2025-12-312026-01-29 PSLV SPROTT ASSET MANAGEMENT LP2.5K shares0.00%2025-12-312026-01-29 IVW ISHARES TR465 shares-15.76%2025-12-312026-01-29 LVHI LEGG MASON ETF INVT1.5K shares0.00%2025-12-312026-01-29 QUAL ISHARES TR280 shares0.00%2025-12-312026-01-29 VTV VANGUARD INDEX FDS290 shares0.35%2025-12-312026-01-29 PCY INVESCO EXCH TRADED FD TR II2.5K shares0.00%2025-12-312026-01-29 BURL BURLINGTON STORES INC188 shares0.00%2025-12-312026-01-29 VO VANGUARD INDEX FDS186 shares-38.61%2025-12-312026-01-29 XLE SELECT SECTOR SPDR TR1.2K shares922.22%2025-12-312026-01-29 ITA ISHARES TR247 shares0.82%2025-12-312026-01-29 PHYS SPROTT ASSET MANAGEMENT LP1.6K shares0.00%2025-12-312026-01-29 IUSV ISHARES TR504 shares0.40%2025-12-312026-01-29 FMAT FIDELITY COVINGTON TRUST962 shares-3.80%2025-12-312026-01-29 MDYG SPDR SERIES TRUST548 shares0.00%2025-12-312026-01-29 BIP BROOKFIELD INFRAST PARTNERS1.4K sharesnew addition2025-12-312026-01-29 VUG VANGUARD INDEX FDS102 shares-32.00%2025-12-312026-01-29 DTM DT MIDSTREAM INC410 shares0.00%2025-12-312026-01-29 QTUM ETF SER SOLUTIONS443 sharesnew addition2025-12-312026-01-29 SHOP SHOPIFY INC300 shares-57.81%2025-12-312026-01-29 NSC NORFOLK SOUTHN CORP167 shares0.00%2025-12-312026-01-29 YUMC YUM CHINA HLDGS INC1.0K shares0.00%2025-12-312026-01-29 TMO THERMO FISHER SCIENTIFIC INC81 shares0.00%2025-12-312026-01-29 MSEX MIDDLESEX WTR CO921 shares0.22%2025-12-312026-01-29 IVE ISHARES TR217 shares40.00%2025-12-312026-01-29 NEM NEWMONT CORP457 shares0.00%2025-12-312026-01-29 SPTM SPDR SERIES TRUST552 shares0.00%2025-12-312026-01-29 SCHX SCHWAB STRATEGIC TR1.7K shares0.00%2025-12-312026-01-29 DFAW DIMENSIONAL ETF TRUST609 shares-60.66%2025-12-312026-01-29 KEY KEYCORP2.2K shares0.00%2025-12-312026-01-29 IWP ISHARES TR329 shares0.00%2025-12-312026-01-29 XLG INVESCO EXCHANGE TRADED FD T759 shares0.00%2025-12-312026-01-29 PPL PPL CORP1.3K shares0.00%2025-12-312026-01-29 EBAY EBAY INC.501 shares-41.13%2025-12-312026-01-29 TM TOYOTA MOTOR CORP203 shares0.00%2025-12-312026-01-29 AEM AGNICO EAGLE MINES LTD252 shares0.00%2025-12-312026-01-29 VEEV VEEVA SYS INC191 shares-17.67%2025-12-312026-01-29 SBUX STARBUCKS CORP499 shares-36.03%2025-12-312026-01-29 HOOD ROBINHOOD MKTS INC369 shares-74.52%2025-12-312026-01-29 WDC WESTERN DIGITAL CORP240 sharesnew addition2025-12-312026-01-29 IXC ISHARES TR974 shares-19.24%2025-12-312026-01-29 TPR TAPESTRY INC311 shares0.32%2025-12-312026-01-29 ITOT ISHARES TR266 shares8.13%2025-12-312026-01-29 IDU ISHARES TR362 shares0.56%2025-12-312026-01-29 PM PHILIP MORRIS INTL INC244 shares0.41%2025-12-312026-01-29 FCBC FIRST CMNTY BANKSHARES INC V1.1K shares0.00%2025-12-312026-01-29 AOR ISHARES TR592 shares0.34%2025-12-312026-01-29 VAW VANGUARD WORLD FD185 shares0.00%2025-12-312026-01-29 LYG LLOYDS BANKING GROUP PLC7.2K shares0.00%2025-12-312026-01-29 ENB ENBRIDGE INC787 shares-45.65%2025-12-312026-01-29 VDC VANGUARD WORLD FD176 shares4.76%2025-12-312026-01-29 CHTR CHARTER COMMUNICATIONS INC N178 shares-0.56%2025-12-312026-01-29 CCL CARNIVAL CORP1.2K shares0.00%2025-12-312026-01-29 RACE FERRARI N V100 shares0.00%2025-12-312026-01-29 COF CAPITAL ONE FINL CORP152 shares-49.50%2025-12-312026-01-29 AGG ISHARES TR367 shares-1.87%2025-12-312026-01-29 VMC VULCAN MATLS CO125 sharesnew addition2025-12-312026-01-29 RY ROYAL BK CDA207 shares0.00%2025-12-312026-01-29 VXUS VANGUARD STAR FDS466 shares0.22%2025-12-312026-01-29 SMIN ISHARES TR501 shares-60.24%2025-12-312026-01-29 ETR ENTERGY CORP NEW376 shares-35.62%2025-12-312026-01-29 IYZ ISHARES TR1.0K sharesnew addition2025-12-312026-01-29 SHEL SHELL PLC464 shares0.00%2025-12-312026-01-29 SHY ISHARES TR409 shares-17.71%2025-12-312026-01-29 FLEX FLEX LTD553 shares0.00%2025-12-312026-01-29 ESGU ISHARES TR222 shares0.00%2025-12-312026-01-29 XLF SELECT SECTOR SPDR TR603 shares0.00%2025-12-312026-01-29 RZV INVESCO EXCHANGE TRADED FD T276 shares0.00%2025-12-312026-01-29 DFSV DIMENSIONAL ETF TRUST991 shares148.99%2025-12-312026-01-29 RCL ROYAL CARIBBEAN GROUP117 shares0.86%2025-12-312026-01-29 MSI MOTOROLA SOLUTIONS INC84 shares0.00%2025-12-312026-01-29 IYJ ISHARES TR216 shares0.00%2025-12-312026-01-29 NUMV NUSHARES ETF TR809 shares-1.46%2025-12-312026-01-29 HLT HILTON WORLDWIDE HLDGS INC107 shares0.00%2025-12-312026-01-29 VB VANGUARD INDEX FDS119 shares0.00%2025-12-312026-01-29 AIZ ASSURANT INC125 shares0.00%2025-12-312026-01-29 WMB WILLIAMS COS INC500 shares0.00%2025-12-312026-01-29 SIL GLOBAL X FDS358 shares0.00%2025-12-312026-01-29 FITB FIFTH THIRD BANCORP629 shares0.00%2025-12-312026-01-29 IWF ISHARES TR62 shares210.00%2025-12-312026-01-29 IWR ISHARES TR305 shares0.00%2025-12-312026-01-29 IMFL INVESCO EXCH TRD SLF IDX FD978 shares0.00%2025-12-312026-01-29 VRSN VERISIGN INC118 shares0.00%2025-12-312026-01-29 MDY SPDR S&P MIDCAP 400 ETF TR47 shares0.00%2025-12-312026-01-29 CRWD CROWDSTRIKE HLDGS INC61 sharesnew addition2025-12-312026-01-29 STZ CONSTELLATION BRANDS INC200 shares0.00%2025-12-312026-01-29 PFG PRINCIPAL FINANCIAL GROUP IN310 shares0.00%2025-12-312026-01-29 SIXG ETF SER SOLUTIONS428 shares0.00%2025-12-312026-01-29 FIG FIGMA INC727 shares1446.81%2025-12-312026-01-29 OXY OCCIDENTAL PETE CORP653 shares0.00%2025-12-312026-01-29 VTRS VIATRIS INC2.1K shares0.00%2025-12-312026-01-29 ZTS ZOETIS INC210 shares0.00%2025-12-312026-01-29 MET METLIFE INC334 shares0.30%2025-12-312026-01-29 EXC EXELON CORP600 shares-14.77%2025-12-312026-01-29 PHM PULTE GROUP INC221 shares-30.94%2025-12-312026-01-29 NXJ NUVEEN NEW JERSEY QULT MUN F2.0K shares0.00%2025-12-312026-01-29 VIS VANGUARD WORLD FD86 shares0.00%2025-12-312026-01-29 GTO INVESCO ACTIVELY MANAGED EXC538 shares0.00%2025-12-312026-01-29 INDA ISHARES TR472 shares-66.24%2025-12-312026-01-29 KKR & CO INC KKR & CO INC200 shares-49.87%2025-12-312026-01-29 CAH CARDINAL HEALTH INC124 shares-22.50%2025-12-312026-01-29 WBD WARNER BROS DISCOVERY INC881 shares-33.31%2025-12-312026-01-29 ADBE ADOBE INC72 shares-40.50%2025-12-312026-01-29 PRU PRUDENTIAL FINL INC222 shares-14.94%2025-12-312026-01-29 CAG CONAGRA BRANDS INC1.4K shares0.36%2025-12-312026-01-29 BP BP PLC697 shares1.46%2025-12-312026-01-29 PEG PUBLIC SVC ENTERPRISE GRP IN300 shares0.00%2025-12-312026-01-29 OMC OMNICOM GROUP INC297 shares0.00%2025-12-312026-01-29 CTVA CORTEVA INC352 shares0.00%2025-12-312026-01-29 XLP SELECT SECTOR SPDR TR292 sharesnew addition2025-12-312026-01-29 SFY TIDAL TRUST I169 shares0.00%2025-12-312026-01-29 PSX PHILLIPS 66172 shares-8.99%2025-12-312026-01-29 OTIS OTIS WORLDWIDE CORP250 shares0.00%2025-12-312026-01-29 TEM TEMPUS AI INC366 shares7.02%2025-12-312026-01-29 IQV IQVIA HLDGS INC95 shares-63.32%2025-12-312026-01-29 TGT TARGET CORP219 shares0.00%2025-12-312026-01-29 CARR CARRIER GLOBAL CORPORATION400 shares-33.33%2025-12-312026-01-29 DFEM DIMENSIONAL ETF TRUST637 shares0.63%2025-12-312026-01-29 DHI D R HORTON INC146 shares0.00%2025-12-312026-01-29 NANC TIDAL TRUST I459 sharesnew addition2025-12-312026-01-29 PNR PENTAIR PLC200 shares0.00%2025-12-312026-01-29 MPLX MPLX LP389 shares0.00%2025-12-312026-01-29 HPE HEWLETT PACKARD ENTERPRISE C861 shares-10.78%2025-12-312026-01-29 BUFR FIRST TR EXCHNG TRADED FD VI600 shares-49.87%2025-12-312026-01-29 DOW DOW INC875 shares0.00%2025-12-312026-01-29 VLUE ISHARES TR147 shares0.00%2025-12-312026-01-29 BIIB BIOGEN INC114 shares0.00%2025-12-312026-01-29 GSK PLC GSK PLC405 shares0.25%2025-12-312026-01-29 CHKP CHECK POINT SOFTWARE TECH LT106 shares-4.50%2025-12-312026-01-29 LAMR LAMAR ADVERTISING CO NEW155 shares0.00%2025-12-312026-01-29 KR KROGER CO313 shares-18.28%2025-12-312026-01-29 DOV DOVER CORP100 shares0.00%2025-12-312026-01-29 SAM BOSTON BEER INC100 shares0.00%2025-12-312026-01-29 SNDK SANDISK CORP80 sharesnew addition2025-12-312026-01-29 GSLC GOLDMAN SACHS ETF TR142 shares0.71%2025-12-312026-01-29 GSY INVESCO ACTIVELY MANAGED EXC372 shares0.00%2025-12-312026-01-29 VNT VONTIER CORPORATION500 shares0.00%2025-12-312026-01-29 FENI FIDELITY COVINGTON TRUST508 shares-11.50%2025-12-312026-01-29 MTUM ISHARES TR74 shares0.00%2025-12-312026-01-29 DVN DEVON ENERGY CORP NEW500 shares0.00%2025-12-312026-01-29 ROG ROGERS CORP200 shares0.00%2025-12-312026-01-29 APH AMPHENOL CORP NEW134 shares7.20%2025-12-312026-01-29 ELV ELEVANCE HEALTH INC FORMERLY51 shares-58.20%2025-12-312026-01-29 WTMF WISDOMTREE TR466 shares0.00%2025-12-312026-01-29 ARM ARM HOLDINGS PLC161 shares0.00%2025-12-312026-01-29 AIG AMERICAN INTL GROUP INC204 shares-60.08%2025-12-312026-01-29 CGDV CAPITAL GROUP DIVIDEND VALUE398 shares0.00%2025-12-312026-01-29 NRG NRG ENERGY INC107 shares0.00%2025-12-312026-01-29 PAAS PAN AMERN SILVER CORP328 shares0.00%2025-12-312026-01-29 GIS GENERAL MLS INC361 shares24.91%2025-12-312026-01-29 UUUU ENERGY FUELS INC1.1K shares64.29%2025-12-312026-01-29 LULU LULULEMON ATHLETICA INC80 shares0.00%2025-12-312026-01-29 IYR ISHARES TR177 shares-49.43%2025-12-312026-01-29 HSY HERSHEY CO91 shares0.00%2025-12-312026-01-29 XLRE SELECT SECTOR SPDR TR406 shares-52.18%2025-12-312026-01-29 OMFS INVESCO EXCH TRD SLF IDX FD366 shares0.00%2025-12-312026-01-29 FDVV FIDELITY COVINGTON TRUST287 sharesnew addition2025-12-312026-01-29 FDRR FIDELITY COVINGTON TRUST266 sharesnew addition2025-12-312026-01-29 EQT CORP EQT CORP300 shares0.00%2025-12-312026-01-29 HP INC HP INC711 shares0.71%2025-12-312026-01-29 ILF ISHARES TR519 sharesnew addition2025-12-312026-01-29 NDAQ NASDAQ INC162 shares0.00%2025-12-312026-01-29 KARS KRANESHARES TRUST516 shares0.19%2025-12-312026-01-29 LQD ISHARES TR143 shares0.00%2025-12-312026-01-29 FIS FIDELITY NATL INFORMATION SV236 shares26.20%2025-12-312026-01-29 EEMV ISHARES INC244 shares0.00%2025-12-312026-01-29 NUE NUCOR CORP96 shares1.05%2025-12-312026-01-29 FTS FORTIS INC300 shares0.00%2025-12-312026-01-29 DFGR DIMENSIONAL ETF TRUST588 shares2.44%2025-12-312026-01-29 LHX L3HARRIS TECHNOLOGIES INC49 shares4.26%2025-12-312026-01-29 AES AES CORP1.0K shares0.00%2025-12-312026-01-29 ADI ANALOG DEVICES INC52 shares0.00%2025-12-312026-01-29 KOMP SPDR SERIES TRUST237 shares0.00%2025-12-312026-01-29 VOOV VANGUARD ADMIRAL FDS INC69 shares0.00%2025-12-312026-01-29 TMUS T-MOBILE US INC69 shares0.00%2025-12-312026-01-29 WTRG ESSENTIAL UTILS INC365 shares1.11%2025-12-312026-01-29 HII HUNTINGTON INGALLS INDS INC41 shares0.00%2025-12-312026-01-29 FESM FIDELITY COVINGTON TRUST365 shares-36.08%2025-12-312026-01-29 FSK FS KKR CAP CORP906 shares70.62%2025-12-312026-01-29 DG DOLLAR GEN CORP NEW100 shares0.00%2025-12-312026-01-29 GOP TIDAL TRUST I355 sharesnew addition2025-12-312026-01-29 FDLO FIDELITY COVINGTON TRUST193 shares0.00%2025-12-312026-01-29 Call Option Holdings
NFG Call CallNATIONAL FUEL GAS CO1.0K sharesnew addition2025-12-312026-01-29 Put Option Holdings
No put option holdings data available