The Analysis of CURIO WEALTH, LLC's Holdings
Currently, CURIO WEALTH, LLC holds 472 types of securities in its portfolio with a total value $282.3M. In the most recent quarter, they have increased their positions in DFGP (+135.7K shares, valued at $7.4M), DFSD (+118.7K shares, valued at $5.7M), DFAU (+102.4K shares, valued at $4.9M); decreased their positions in DUHP (-5.7K shares, valued at $218.2K), DFIP (-2.2K shares, valued at $91.7K), BF.B (-3.0K shares, valued at $80.5K); initiated new positions in PLTR (+7.6K shares, valued at $1.5M), LMT (+1.6K shares, valued at $791.3K), N/A (+17.1K shares, valued at $390.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DFA US CORE EQUITY MARKET ETF967.1K shares11.84%2025-12-312026-02-11
DFSD DFA S/T FIXED INCOME ETF930.4K shares14.62%2025-12-312026-02-11
DFGP DFA GLOBAL CORE FIXED INCOME ETF762.4K shares21.65%2025-12-312026-02-11
DFAI DFA INT CORE EQUITY ETF386.9K shares15.73%2025-12-312026-02-11
AVDE AVANTIS INTL CORE EQUITY ETF170.0K shares-0.55%2025-12-312026-02-11
DFAS DFA US SMALL CAP ETF116.0K shares9.26%2025-12-312026-02-11
DFVX DIMENSIONAL US LRGE CP VCTR ETF105.3K shares27.83%2025-12-312026-02-11
AVUS AVANTIS US EQUITY ETF66.6K shares0.79%2025-12-312026-02-11
AVEM AVANTIS EMERGING MKT EQ ETF93.6K shares10.69%2025-12-312026-02-11
DFAR DFA US REAL ESTATE ETF268.0K shares10.14%2025-12-312026-02-11
DFAE DFA EMERGING MARKETS ETF180.0K shares3.68%2025-12-312026-02-11
AVDV AVANTIS INTL SMALL VALUE ETF58.0K shares8.83%2025-12-312026-02-11
DFAC DFA US CORE EQUITY 2 ETF114.5K shares10.58%2025-12-312026-02-11
AVUV AVANTIS US SMALL CAP VALUE ETF36.0K shares9.53%2025-12-312026-02-11
DFCF DFA CORE FIXED INCOME ETF81.4K shares2.89%2025-12-312026-02-11
DFAT DFA US TARGETED VALUE ETF56.4K shares-0.47%2025-12-312026-02-11
DFUS DFA US EQUITY ETF36.6K shares-0.17%2025-12-312026-02-11
IGV ISHARES TECH-SOFTWARE ETF24.5K shares0.00%2025-12-312026-02-11
DFUV DFA TAX-MGD US MKT-WIDE VAL II ETF42.1K shares-0.29%2025-12-312026-02-11
VO VANGUARD MIDCAP ETF6.7K shares-2.62%2025-12-312026-02-11
AVGE AVANTIS ALL EQUITY MKTS ETF20.6K shares72.68%2025-12-312026-02-11
AAPL APPLE6.5K shares22.87%2025-12-312026-02-11
SPY SPDR S&P 500 ETF2.5K shares10.53%2025-12-312026-02-11
PLTR PALANTIR TECHNOLOGIES7.6K sharesnew addition2025-12-312026-02-11
DISV DFA INTL SMALL CAP VALUE ETF38.0K shares-0.04%2025-12-312026-02-11
VCSH VG S/T CORP BOND ETF14.3K shares-2.40%2025-12-312026-02-11
DFSV DFA US SMALL CAP VAL ETF33.3K shares2.43%2025-12-312026-02-11
MSFT MICROSOFT CORP2.3K shares13.03%2025-12-312026-02-11
DFAX DFA WORLD EX-US EQUITY ETF33.5K shares4.27%2025-12-312026-02-11
DFSB DIMNSNL GLBL SUSTN FIXED INCM ETF20.8K shares15.36%2025-12-312026-02-11
SCHX SCHWAB US LARGE CAP ETF38.3K shares4.46%2025-12-312026-02-11
VNQ VANGUARD REIT ETF11.3K shares-0.10%2025-12-312026-02-11
TJX TJX COMPANIES5.7K shares-0.77%2025-12-312026-02-11
NFLX NETFLIX9.2K shares4513.50%2025-12-312026-02-11
DFIV DFA TAX-MGD INT'L VALUE ETF17.0K shares0.17%2025-12-312026-02-11
ESGV VANGUARD ESG US STK ETF6.8K shares0.00%2025-12-312026-02-11
IWR ISHARES RUSSELL MIDCAP ETF8.3K shares0.00%2025-12-312026-02-11
LMT LOCKHEED MARTIN1.6K sharesnew addition2025-12-312026-02-11
AVSC AVANTIS US SMALL CAP ETF13.1K shares0.00%2025-12-312026-02-11
VTI VANGUARD STOCK MARKET ETF2.2K shares4.41%2025-12-312026-02-11
META META PLATFORMS1.1K shares8.92%2025-12-312026-02-11
DFLV DFA US LARGE CAP VALUE ETF20.4K shares1.01%2025-12-312026-02-11
VCEB VANGUARD ESG US CORP BD ETF11.0K shares0.00%2025-12-312026-02-11
BNDX VG TOTAL INTL BOND INDEX ETF13.9K shares6.03%2025-12-312026-02-11
GLD SPDR GOLD ETF1.6K shares1.89%2025-12-312026-02-11
DFIP DFA INFLATION-PROTECT SEC ETF15.0K shares-12.83%2025-12-312026-02-11
DUSB DIMENSIONAL ULTRASHORT FXD INC ETF12.1K shares18.04%2025-12-312026-02-11
WMT WALMART5.2K shares3.51%2025-12-312026-02-11
CSCO CISCO SYSTEMS7.0K shares3.31%2025-12-312026-02-11
DUHP DFA US HIGH PROFITABILITY ETF13.7K shares-29.31%2025-12-312026-02-11
AMZN AMAZON2.2K shares17.42%2025-12-312026-02-11
LLY ELI LILLY428 shares5.94%2025-12-312026-02-11
IBM IBM1.4K shares236.66%2025-12-312026-02-11
NVDA NVIDIA CORP2.1K shares125.05%2025-12-312026-02-11
POWERSHARES POWERSHARES603 shares11.87%2025-12-312026-02-11
SCHP SCHWAB US TIPS ETF14.0K shares-7.14%2025-12-312026-02-11
V VISA987 shares0.00%2025-12-312026-02-11
AVSE AVANTIS RESPONSIBLE EMER MRK EQY ETF5.2K shares19.68%2025-12-312026-02-11
SCHA SCHWAB US SMALL CAP IDX ETF11.1K shares0.00%2025-12-312026-02-11
AMD AMD1.3K shares1.37%2025-12-312026-02-11
SCHF SCHWAB INT'L EQUITY ETF10.9K shares-2.97%2025-12-312026-02-11
AVRE AVANTIS REAL ESTATE ETF5.9K shares6.36%2025-12-312026-02-11
AN AUTONATION1.2K shares0.00%2025-12-312026-02-11
VUSB VG ULTRA-SHORT BOND ETF4.9K shares0.00%2025-12-312026-02-11
DFSU DFA US SUSTAINABLTY CORE 1 ETF5.4K shares11.11%2025-12-312026-02-11
VOE VANGUARD MIDCAP VALUE ETF1.3K shares-0.70%2025-12-312026-02-11
MGC VANGUARD MEGA CAP ETF901 shares-4.15%2025-12-312026-02-11
VTV VANGUARD US VALUE ETF1.2K shares0.00%2025-12-312026-02-11
IWN ISHARES RUSSELL 2000 VALUE ETF1.2K sharesnew addition2025-12-312026-02-11
DIHP DFA INT'L HIGH PROFIT ETF6.5K shares-8.64%2025-12-312026-02-11
ORCL ORACLE CORP1.0K shares0.00%2025-12-312026-02-11
IEFA ISHARES CORE MSCI EAFE ETF2.2K shares49.07%2025-12-312026-02-11
AVSU AVANTIS RESPONSIBL US EQUITY ETF2.6K shares4.80%2025-12-312026-02-11
SCZ ISHARES EAFE SMALL CAP ETF2.5K shares0.00%2025-12-312026-02-11
ORLY O'REILLY AUTOMOTIVE INC COM2.0K shares0.00%2025-12-312026-02-11
TSLA TESLA INC372 sharesnew addition2025-12-312026-02-11
UNP UNION PACIFIC758 shares0.00%2025-12-312026-02-11
QUAL ISHARES MSCI USA QUALITY ETF876 shares-8.56%2025-12-312026-02-11
IUSV ISHARES CORE S&P VALUE ETF1.7K shares0.00%2025-12-312026-02-11
IWB ISHARES RUSSELL 1000453 shares29.43%2025-12-312026-02-11
ONEQ FIDELITY NASDAQ COMPOSITE ETF1.7K shares0.00%2025-12-312026-02-11
TFC TRUIST FINANCIAL CORP3.0K shares191.42%2025-12-312026-02-11
VBR VANGUARD SMALL CAP VAL ETF706 shares0.00%2025-12-312026-02-11
JPM JP MORGAN459 shares20.79%2025-12-312026-02-11
ACGL ARCH CAPITAL GROUP1.5K shares0.00%2025-12-312026-02-11
VV VANGUARD LRG CAP ETF446 shares0.00%2025-12-312026-02-11
VEA VANGUARD EUROPE/PACIFIC ETF2.2K shares-12.15%2025-12-312026-02-11
IJH ISHARES MIDCAP 400 ETF2.0K shares0.00%2025-12-312026-02-11
MGV VANGUARD MEGA CAP VALUE ETF930 shares-5.01%2025-12-312026-02-11
MA MASTERCARD225 shares0.00%2025-12-312026-02-11
DFSI DFA INTL SUS CORE 1 ETF2.9K shares1.75%2025-12-312026-02-11
CITI CITI993 sharesnew addition2025-12-312026-02-11
MU MICRON TECHNOLOGY INC400 shares0.00%2025-12-312026-02-11
BSV VG SHORT TERM BOND ETF1.4K shares0.00%2025-12-312026-02-11
RCL ROYAL CARIBBEAN CRUISES LTD361 sharesnew addition2025-12-312026-02-11
CIGNA CORP CIGNA CORP386 shares0.00%2025-12-312026-02-11
FELC FIDELITY ENCHANGED LARGE CAP2.6K shares0.00%2025-12-312026-02-11
DFAW DIMENSIONAL WORLD EQUITY ETF1.3K shares0.08%2025-12-312026-02-11
MS MORGAN STANLEY527 sharesnew addition2025-12-312026-02-11
BAC BANK OF AMERICA1.7K shares42125.00%2025-12-312026-02-11
XBI SPDR TRUST S&P BIOTECH ETF748 shares0.00%2025-12-312026-02-11
TLT ISHARES 20 YEAR TREASURY BOND ETF1.0K sharesnew addition2025-12-312026-02-11
NSC NORFOLK SOUTHERN313 shares0.00%2025-12-312026-02-11
INTU INTUIT INC COM134 shares0.00%2025-12-312026-02-11
SCHD SCHWAB US DIVIDEND EQ ETF3.2K shares0.00%2025-12-312026-02-11
LUV SOUTHWEST AIRLINES2.1K sharesnew addition2025-12-312026-02-11
PG PROCTER & GAMBLE600 shares9.09%2025-12-312026-02-11
VXUS VANGUARD TOTAL INTL STOCK ETF1.1K shares1.06%2025-12-312026-02-11
TILT FLEXSHARES MSTAR US MKT FACTORS TILT ETF335 shares0.00%2025-12-312026-02-11
VGT VG INFO TECHNOLOGY ETF107 shares664.29%2025-12-312026-02-11
LOW LOWES COMPANIES318 shares8.53%2025-12-312026-02-11
IEMG ISHARES EMERGING MKT ETF1.1K sharesnew addition2025-12-312026-02-11
HD HOME DEPOT218 shares13.54%2025-12-312026-02-11
QCOM QUALCOMM400 sharesnew addition2025-12-312026-02-11
EEM ISHARES EMERGING MKTS ETF1.2K shares0.00%2025-12-312026-02-11
DHI D.R. HORTON450 shares-43.82%2025-12-312026-02-11
RPM RPM INC-OHIO623 shares-5.61%2025-12-312026-02-11
EFA ISHARES MSCI EAFE ETF681 shares0.00%2025-12-312026-02-11
IVW ISHARES S&P 500 GROWTH ETF519 shares0.00%2025-12-312026-02-11
VWO VANGUARD EMERGING MKT ETF1.1K shares0.00%2025-12-312026-02-11
PNC PNC BANK CORP269 shares28.10%2025-12-312026-02-11
SPYM STATE STREET SPDR PORT S&P 500 ETF699 sharesnew addition2025-12-312026-02-11
FDX FDX CORP192 shares20.00%2025-12-312026-02-11
AVIG Avantis Core Fixed Income ETF1.3K shares0.00%2025-12-312026-02-11
AVSD AVANTIS RESPONSBL INTRL EQTY ETF746 shares172.26%2025-12-312026-02-11
ITOT ISHARE CORE S&P TTL US STOCK MKT ETF366 shares0.00%2025-12-312026-02-11
IJR ISHARES CORE S&P SM CAP ETF441 shares0.00%2025-12-312026-02-11
USMV ISHARE EDGE MSCI MIN VOL ETF545 shares0.00%2025-12-312026-02-11
ADP AUTOMATIC DATA PROCESSING200 shares0.00%2025-12-312026-02-11
JNJ JOHNSON & JOHNSON238 shares-35.15%2025-12-312026-02-11
ABBV ABBVIE INC COM215 shares-29.97%2025-12-312026-02-11
UNH UNITEDHEALTH GROUP150 sharesnew addition2025-12-312026-02-11
DFSE DFA EMG MRKT SUS CORE 1 ETF1.2K shares0.00%2025-12-312026-02-11
BRO BROWN & BROWN600 shares0.00%2025-12-312026-02-11
XLY SPDR - CONSUMER DISCRETIONARY ETF390 shares1850.00%2025-12-312026-02-11
PEP PEPSICO INC COM332 shares-28.29%2025-12-312026-02-11
BR BROADRIDGE FINANCIAL SOLUTIONS200 shares0.00%2025-12-312026-02-11
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF734 sharesnew addition2025-12-312026-02-11
IBP INSTALLED BUILDING PRODUCTS169 shares0.00%2025-12-312026-02-11
FBTC FIDELITY WISE ORIGIN BITCOIN ETF579 sharesnew addition2025-12-312026-02-11
IBIT ISHARES BITCOIN TRUST ETF889 sharesnew addition2025-12-312026-02-11
BF.B BROWN-FORMAN CORP1.6K shares-65.57%2025-12-312026-02-11
STZ CONSTELLATION BRANDS INC300 sharesnew addition2025-12-312026-02-11
VB VANGUARD SMALL CAP ETF157 shares423.33%2025-12-312026-02-11
PFE PFIZER1.6K shares51.43%2025-12-312026-02-11
TROW TR PRICE GROUP INC386 shares64.26%2025-12-312026-02-11
SPYV SPDR Portfolio S&P 500 Value ETF702 sharesnew addition2025-12-312026-02-11
EFV ISHARES MSCI EAFE VALUE ETF561 sharesnew addition2025-12-312026-02-11
ABT ABBOTT LABORATORIES307 shares0.00%2025-12-312026-02-11
XLC THE COMM SVCS SEL SECT SPDR ETF308 sharesnew addition2025-12-312026-02-11
TLTD FLEXSHARE MSTAR DEVMKS EX-US FCT TILT ETF386 shares0.00%2025-12-312026-02-11
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF677 shares577.00%2025-12-312026-02-11
THO THOR INDUSTRIES334 sharesnew addition2025-12-312026-02-11
XLF SPDR - FINANCIAL ETF625 sharesnew addition2025-12-312026-02-11
PFG PRINCIPAL FINANCIAL GROUP379 shares0.00%2025-12-312026-02-11
PLAB PHOTRONICS INC1.0K shares0.00%2025-12-312026-02-11
ORA ORMAT TECHNOLOGIES293 shares0.00%2025-12-312026-02-11
AUB ATLANTIC UNION BANKSHARES CORP900 shares0.00%2025-12-312026-02-11
CNI CANADIAN NATIONAL RAILWAY317 sharesnew addition2025-12-312026-02-11
FLNC FLUENCE ENERGY INC1.6K sharesnew addition2025-12-312026-02-11
MELI MERCADOLIBRE15 sharesnew addition2025-12-312026-02-11
VIG VG DVDND APPRECIATION ETF132 shares0.00%2025-12-312026-02-11
MTUM ISHARES MSCI USA MOMENTUM FACTOR114 shares80.95%2025-12-312026-02-11
VZ VERIZON696 shares29.61%2025-12-312026-02-11
FDN FIRST TRUST DOW JONES INTERNET ETF103 sharesnew addition2025-12-312026-02-11
MKC MCCORMICK400 shares0.00%2025-12-312026-02-11
SHOP SHOPIFY160 sharesnew addition2025-12-312026-02-11
VDC VG CONSUMER STAPLES ETF125 sharesnew addition2025-12-312026-02-11
DIS WALT DISNEY223 shares110.38%2025-12-312026-02-11
XEL XCEL ENERGY341 shares31.66%2025-12-312026-02-11
MDY S&P MID CAP 400 ETF41 shares0.00%2025-12-312026-02-11
OKLO OKLO CL A ORD310 shares0.00%2025-12-312026-02-11
ET ENERGY TRANSFER LP1.5K sharesnew addition2025-12-312026-02-11
XOM EXXON MOBIL203 shares968.42%2025-12-312026-02-11
XLV SPDR - HEALTH CARE ETF153 sharesnew addition2025-12-312026-02-11
VUG VANGUARD US LG CAP GRWTH ETF47 shares0.00%2025-12-312026-02-11
IWM ISHARES RUSSELL 2000 ETF89 shares23.61%2025-12-312026-02-11
NVO Novo Nordisk A/S415 sharesnew addition2025-12-312026-02-11
PECO PHILLIPS EDISON AND COMPANY591 shares0.00%2025-12-312026-02-11
KO COCA COLA295 shares656.41%2025-12-312026-02-11
TMUS T-MOBILE US104 sharesnew addition2025-12-312026-02-11
EMXC ISHARES MSCI EMERGING MKTS EX CHINA ETF284 sharesnew addition2025-12-312026-02-11
M MACY'S907 sharesnew addition2025-12-312026-02-11
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF515 sharesnew addition2025-12-312026-02-11
VIOO VANGUARD S&P SM CAP 600 ETF174 shares0.00%2025-12-312026-02-11
VBK VANGUARD SM CAP GRW ETF62 shares0.00%2025-12-312026-02-11
NXPI NXP SEMICONDUCTOR NV COM82 sharesnew addition2025-12-312026-02-11
NKE NIKE INC303 shares3266.67%2025-12-312026-02-11
EW EDWARDS LIFESCIENCES208 shares0.00%2025-12-312026-02-11
CART MAPLEBEAR INC383 sharesnew addition2025-12-312026-02-11
TM TOYOTA77 sharesnew addition2025-12-312026-02-11
FSK FS KKR CAPITAL CORP COM1.1K shares0.00%2025-12-312026-02-11
BKNG BOOKING HOLDINGS3 shares0.00%2025-12-312026-02-11
GBIL GOLMAN SACKS ACCESS TREASURY 0-1 Yr ETF158 shares0.00%2025-12-312026-02-11
JPST JPMORGAN ULTRA-SHORT INCOME ETF312 shares0.00%2025-12-312026-02-11
VT VANGUARD TOTAL WORLD ETF110 shares0.00%2025-12-312026-02-11
FITB FIFTH THIRD BANCORP322 sharesnew addition2025-12-312026-02-11
CRWD CROWDSTRIKE HOLDINGS32 sharesnew addition2025-12-312026-02-11
IBB ISHARES BIOTECH87 sharesnew addition2025-12-312026-02-11
SCHB SCHWAB US BROAD MARKET ETF567 shares0.00%2025-12-312026-02-11
AXON AXON ENTERPRISE25 sharesnew addition2025-12-312026-02-11
MPLX MPLX LP PARTNERSHIP UNITS263 sharesnew addition2025-12-312026-02-11
BROADCOM BROADCOM40 shares0.00%2025-12-312026-02-11
COF CAPITAL ONE FINANCIAL CORP55 shares3.77%2025-12-312026-02-11
NDAQ NASDAQ INC135 shares0.00%2025-12-312026-02-11
XLE The Energy Select Sector SPDR ETF300 sharesnew addition2025-12-312026-02-11
LVS LAS VEGAS SANDS CORP200 sharesnew addition2025-12-312026-02-11
SCHC SCHWAB INTL SMALL CAP ETF288 shares0.00%2025-12-312026-02-11
MCD MCDONALDS42 shares180.00%2025-12-312026-02-11
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP128 shares0.00%2025-12-312026-02-11
IJS ISHARES S&P SM CAP VAL ETF111 shares0.00%2025-12-312026-02-11
VSS VG WORLD EX-US SMALL CAP ETF88 shares0.00%2025-12-312026-02-11
PYPL PAYPAL HOLDINGS209 sharesnew addition2025-12-312026-02-11
SIGA SIGA TECHNOLOGIES INC2.0K shares0.00%2025-12-312026-02-11
VWOB VANGUARD EMERGING MKTS GOVT BD ETF182 sharesnew addition2025-12-312026-02-11
CHRW C.H. ROBINSON WORLDWIDE INC74 sharesnew addition2025-12-312026-02-11
L OREAL SA L OREAL SA135 sharesnew addition2025-12-312026-02-11
BAI ISHARES A.I. INNOVATION AND TECH ACT ETF341 sharesnew addition2025-12-312026-02-11
CB CHUBB LTD COM37 sharesnew addition2025-12-312026-02-11
ONON ON HOLDING CL A ORD249 sharesnew addition2025-12-312026-02-11
KOF COCA-COLA FEMSA SAB de CV120 sharesnew addition2025-12-312026-02-11
CEG CONSTELLATION ENERGY31 shares0.00%2025-12-312026-02-11
AEHR AEHR TEST SYSTEMSehr500 shares0.00%2025-12-312026-02-11
ACHR ARCHER AVIATION CL A1.3K shares0.15%2025-12-312026-02-11
MEDTRONIC MEDTRONIC112 sharesnew addition2025-12-312026-02-11
RDW GENESIS PARK ACQUISTION CORP1.4K sharesnew addition2025-12-312026-02-11
APLD APPLIED DIGITAL CORP406 shares1.50%2025-12-312026-02-11
VKTX Viking Therapeutics Inc279 shares0.00%2025-12-312026-02-11
KNSL KINSALE CAP GROUP INC COM26 sharesnew addition2025-12-312026-02-11
PANW PALO ALTO NETWORKS54 sharesnew addition2025-12-312026-02-11
BLD TOPBUILD CORP22 sharesnew addition2025-12-312026-02-11
WM WASTE MANAGEMENT41 sharesnew addition2025-12-312026-02-11
SYK STRYKER CORP COM25 sharesnew addition2025-12-312026-02-11
OKTA OKTA100 sharesnew addition2025-12-312026-02-11
SPOT SPOTIFY TECHNOLOGY SA15 sharesnew addition2025-12-312026-02-11
ISRG INTUITIVE SURGICAL15 sharesnew addition2025-12-312026-02-11
APA Corp APA Corp353 shares0.00%2025-12-312026-02-11
BAC-PM BANK AMERICA 5.375pcnt PFD390 shares0.00%2025-12-312026-02-11
MTB M&T BANK41 sharesnew addition2025-12-312026-02-11
VAW VANGUARD MATERIALS ETF40 sharesnew addition2025-12-312026-02-11
XLU SPDR - UTILITIES196 sharesnew addition2025-12-312026-02-11
AMGN AMGEN INC25 sharesnew addition2025-12-312026-02-11
MDB MONGODB19 sharesnew addition2025-12-312026-02-11
HIMX HIMAX TECHNOLOGIES INC1.0K sharesnew addition2025-12-312026-02-11
PM PHILIP MORRIS INTL COM50 sharesnew addition2025-12-312026-02-11
COP CONOCO PHILLIPS87 shares180.65%2025-12-312026-02-11
CMCSA COMCAST268 shares39.58%2025-12-312026-02-11
STIP ISHARES 0-5 YEAR TIPS Bond ETF75 shares0.00%2025-12-312026-02-11
DASH DOORDASH INC33 sharesnew addition2025-12-312026-02-11
NOW SERVICENOW INC50 sharesnew addition2025-12-312026-02-11
VFH VANGUARD FINANCIAL ETF56 sharesnew addition2025-12-312026-02-11
GEV GE VERNOVA LLC COM11 shares266.67%2025-12-312026-02-11
LQD iShares iBoxx $ Invmt Grade Corp Bd ETF65 sharesnew addition2025-12-312026-02-11
SOFI SOFI TECHNOLOGIES260 shares0.00%2025-12-312026-02-11
MET METLIFE INC88 shares20.55%2025-12-312026-02-11
GLW CORNING INC78 shares0.00%2025-12-312026-02-11
IRM IRON MOUNTAIN86 shares0.00%2025-12-312026-02-11
IMMR IMMERSION CORP1.0K sharesnew addition2025-12-312026-02-11
XLI The Industrial Select Sector SPDR ETF43 sharesnew addition2025-12-312026-02-11
ED CONSOLIDATED EDISON68 sharesnew addition2025-12-312026-02-11
KD KYNDRYL HOLDINGS ORD247 shares208.75%2025-12-312026-02-11
LTRN LANTERN PHARMA INC2.0K sharesnew addition2025-12-312026-02-11
EVLV EVOLV TECHNOLOGIES HOLDINGS CL A ORD1.0K shares0.00%2025-12-312026-02-11
XLRE THE REAL ESTATE SELECT SECTOR SPDR162 sharesnew addition2025-12-312026-02-11
EPR EPR PROPERTIES127 sharesnew addition2025-12-312026-02-11
TTD THE TRADE DESK161 sharesnew addition2025-12-312026-02-11
LYV LIVE NATION42 shares75.00%2025-12-312026-02-11
KIE SPDR S&P INSURANCE ETF100 sharesnew addition2025-12-312026-02-11
CVV CVD EQUIPTMENT CORP2.0K sharesnew addition2025-12-312026-02-11
BWXT BWX TECHNOLOGIES34 sharesnew addition2025-12-312026-02-11
VYM VANGUARD HIGH DIV'D YD ETF41 shares2.50%2025-12-312026-02-11
SLDP SOLID POWER CL A ORD1.3K shares0.00%2025-12-312026-02-11
LH LABCORP HOLDINGS INC22 sharesnew addition2025-12-312026-02-11
RRX REGAL REXNORD CORP38 sharesnew addition2025-12-312026-02-11
SAFE BULKERS SAFE BULKERS215 sharesnew addition2025-12-312026-02-11
DOCS DOXIMITY INC-CLASS A125 sharesnew addition2025-12-312026-02-11
NEXT NEXTDECADE CORP1.0K shares0.00%2025-12-312026-02-11
CBT CABOT CORP82 sharesnew addition2025-12-312026-02-11
CVX CHEVRONTEXACO35 sharesnew addition2025-12-312026-02-11
RBLX ROBLOX CORP63 shares1.61%2025-12-312026-02-11
VCIT VG INTERM CORP BOND ETF61 sharesnew addition2025-12-312026-02-11
XLP SPDR - CONSUMER ETF65 shares109.68%2025-12-312026-02-11
LMBS FIRST TRUST LOW DURTN OPPOS ETF100 shares0.00%2025-12-312026-02-11
ECL ECOLAB INC19 shares0.00%2025-12-312026-02-11
QS QUANTUMSCAPE CORP446 shares2.06%2025-12-312026-02-11
SBUX STARBUCKS58 sharesnew addition2025-12-312026-02-11
INTC INTEL CORP136 shares58.14%2025-12-312026-02-11
PFF iSHARES PREFERRED & INCOME ETF155 sharesnew addition2025-12-312026-02-11
VEEV VEEVA SYSTEMS21 sharesnew addition2025-12-312026-02-11
RITM RITHM CAPITAL CORP388 shares0.00%2025-12-312026-02-11
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF128 sharesnew addition2025-12-312026-02-11
FAN FIRST TRUST GLBL WIND ETF200 shares0.00%2025-12-312026-02-11
AUR AURORA INNOVATION INC1.0K shares0.00%2025-12-312026-02-11
EXC EXELON CORP93 shares0.00%2025-12-312026-02-11
ALNY ALNYLAM PHARMACEUTICALS10 sharesnew addition2025-12-312026-02-11
RNR-PF RENAISSANCERE HOLDINGS 5.75pcnt PRFD180 shares0.00%2025-12-312026-02-11
HRB H&R BLOCK86 shares0.00%2025-12-312026-02-11
ETHA ISHARES ETHEREUM TRUST ETF168 sharesnew addition2025-12-312026-02-11
FETH FIDELITY ETHEREUM FUND127 sharesnew addition2025-12-312026-02-11
RR RICHTECH ROBOTICS INC1.0K shares0.00%2025-12-312026-02-11
FNF FIDELITY NATIONAL FINANCIAL65 shares1.56%2025-12-312026-02-11
LDOS LEIDOS HOLDINGS INC19 shares0.00%2025-12-312026-02-11
CMA COMERICA INC40 sharesnew addition2025-12-312026-02-11
ATLASSIAN ATLASSIAN21 sharesnew addition2025-12-312026-02-11
GM GENERAL MOTORS39 shares34.48%2025-12-312026-02-11
AVMA AVANTIS MODERATE ALLOCATION ETF46 sharesnew addition2025-12-312026-02-11
ENTG ENTEGRIS INC36 sharesnew addition2025-12-312026-02-11
VTRS VIATRIS248 shares0.00%2025-12-312026-02-11
VGIT VG INTERM TERM TRS ETF50 sharesnew addition2025-12-312026-02-11
BIDU BAIDU INC24 sharesnew addition2025-12-312026-02-11
MAIA MAIA BIOTECHNOLOGY INC COM USD0.00012.0K shares0.00%2025-12-312026-02-11
FNDF SCHWAB FUNDAMNTL INTRNL EQT ETF64 shares0.00%2025-12-312026-02-11
ROKU ROKU26 sharesnew addition2025-12-312026-02-11
JOBY JOBY AVIATION INC200 sharesnew addition2025-12-312026-02-11
UBER UBER TECHNOLOGIES35 sharesnew addition2025-12-312026-02-11
GERN GERON CORP2.0K shares0.00%2025-12-312026-02-11
F FORD MOTOR201 shares0.00%2025-12-312026-02-11
TTWO TAKE-TWO INTERACTIVE SOFTWARE10 sharesnew addition2025-12-312026-02-11
NNVC Nanoviricides Inc2.0K sharesnew addition2025-12-312026-02-11
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC35 sharesnew addition2025-12-312026-02-11
SYM SYMBOTIC INC40 sharesnew addition2025-12-312026-02-11
TREX TREX62 sharesnew addition2025-12-312026-02-11
VRTX VERTEX PHARMACEUTICALS4 sharesnew addition2025-12-312026-02-11
ZBH ZIMMER BIOMET HLDGS INC20 sharesnew addition2025-12-312026-02-11
VSGX VANGUARD ESG INT'L STOCK ETF25 shares0.00%2025-12-312026-02-11
DDOG DATADOG INC13 sharesnew addition2025-12-312026-02-11
TMO THERMO FISHER SCIENTIFIC3 shares0.00%2025-12-312026-02-11
PATH UIPATH INC98 sharesnew addition2025-12-312026-02-11
TIP ISHARES TIPS BD ETF15 sharesnew addition2025-12-312026-02-11
USHY ISHARES BROAD USD HIGHT YIELD CORPORATE BOND ETF42 sharesnew addition2025-12-312026-02-11
FNDX SCHWAB FUNDMNTL US LARGECOM ETF57 shares0.00%2025-12-312026-02-11
ASTS AST SPACEMOBILE CL A ORD20 sharesnew addition2025-12-312026-02-11
XLB The Materials Select Sector SPDR ETF34 sharesnew addition2025-12-312026-02-11
GMED GLOBUS MEDICAL17 sharesnew addition2025-12-312026-02-11
BND VANGUARD TOTAL BOND MKT ETF20 sharesnew addition2025-12-312026-02-11
TSM TAIWAN SEMICONDUCTOR MFG5 sharesnew addition2025-12-312026-02-11
MRNA MODERNA44 sharesnew addition2025-12-312026-02-11
GH GUARDANT HEALTH14 sharesnew addition2025-12-312026-02-11
MBB ISHARES MBS ETF15 sharesnew addition2025-12-312026-02-11
TOST Toast Inc39 sharesnew addition2025-12-312026-02-11
IDXX IDEXX LABORATORIES INC2 sharesnew addition2025-12-312026-02-11
PJT PJT PARTNERS INC A8 sharesnew addition2025-12-312026-02-11
CRM SALESFORCE5 sharesnew addition2025-12-312026-02-11
RPTX REPARE THERAPEUTICS INC500 sharesnew addition2025-12-312026-02-11
NEM NEWMONT CORP12 sharesnew addition2025-12-312026-02-11
GEHC GE HEALTHCARE TECHNOLOGIES15 shares275.00%2025-12-312026-02-11
CERT CERTARA INC140 sharesnew addition2025-12-312026-02-11
LPX LOUISIANA-PACIFIC CORP15 shares0.00%2025-12-312026-02-11
SWKS SKYWORKS SOLUTIONS INC18 sharesnew addition2025-12-312026-02-11
T AT&T CORP42 shares5.00%2025-12-312026-02-11
ZG ZILLOW GROUP CL A15 sharesnew addition2025-12-312026-02-11
GWRE GUIDEWIRE SOFTWARE5 sharesnew addition2025-12-312026-02-11
GTLB GITLAB INC26 sharesnew addition2025-12-312026-02-11
FNDA SCHWAB FUNDAMNTL US SML COM ETF29 shares0.00%2025-12-312026-02-11
UAA UNDER ARMOUR CLASS A200 shares0.00%2025-12-312026-02-11
UA UNDER ARMOUR CLASS C201 shares0.00%2025-12-312026-02-11
DLB DOLBY LABORATORIES INC13 shares0.00%2025-12-312026-02-11
VRT VERTIV HOLDINGS CO5 sharesnew addition2025-12-312026-02-11
SCHG SCHWAB US LARGE CAP GROWTH ETF25 shares0.00%2025-12-312026-02-11
MATCH GROUP MATCH GROUP25 sharesnew addition2025-12-312026-02-11
HYLB XTRACKERS USD HIGH YIELD CORP BD ETF21 sharesnew addition2025-12-312026-02-11
OKE ONEOK10 sharesnew addition2025-12-312026-02-11
ON ON SEMICONDUCTOR13 sharesnew addition2025-12-312026-02-11
ZM ZOOM VIDEO COMM8 sharesnew addition2025-12-312026-02-11
DOCU DOCUSIGN INC10 sharesnew addition2025-12-312026-02-11
FNDE SCHWAB FUNDTL EMRG MKT EQT ETF19 shares0.00%2025-12-312026-02-11
BYD CO LTD BYD CO LTD56 sharesnew addition2025-12-312026-02-11
BMY BRISTOL MYERS SQUIBB12 sharesnew addition2025-12-312026-02-11
NLR VANECK URANIUM NUCLEAR ENRGY ETF5 sharesnew addition2025-12-312026-02-11
IP INTERNATIONAL PAPER CO16 shares0.00%2025-12-312026-02-11
MNDY MONDAY.COM LIMITED COM NPV4 sharesnew addition2025-12-312026-02-11
QUBT Quantum Computing Inc51 sharesnew addition2025-12-312026-02-11
SW SMURFIT WESTROCK PLC COM USD0.00115 shares0.00%2025-12-312026-02-11
IFNNY INFINEON TECHNOLOGIES AG12 sharesnew addition2025-12-312026-02-11
LUNR INTUITIVE MACHINES CL A30 sharesnew addition2025-12-312026-02-11
ARTY ISHARES FUTURE AI & TECH ETF10 sharesnew addition2025-12-312026-02-11
BIV VG INTERMEDIATE BOND6 sharesnew addition2025-12-312026-02-11
TLK TELKOM INDONESIA22 sharesnew addition2025-12-312026-02-11
BABA ALIBABA GROUP HOLDING LTD3 shares0.00%2025-12-312026-02-11
KRMA GLOBAL X CONSCIOUS COMPANIES ETF10 shares0.00%2025-12-312026-02-11
FSLY FASTLY42 sharesnew addition2025-12-312026-02-11
CRCL CIRCLE INTERNET GROUP INC5 sharesnew addition2025-12-312026-02-11
FTRE FORTREA HOLDINGS INC22 sharesnew addition2025-12-312026-02-11
BIIB BIOGEN INC COM2 sharesnew addition2025-12-312026-02-11
PCY POWERSHARES EMERGING MKTS S OV DEB PORT16 sharesnew addition2025-12-312026-02-11
AOS A.O. SMITH CORP.5 sharesnew addition2025-12-312026-02-11
IYH ISHARES US HEALTHCARE ETF5 sharesnew addition2025-12-312026-02-11
TQQQ PROSHARES ULTRAPRO QQQ6 sharesnew addition2025-12-312026-02-11
ADSK AUTODESK INC1 sharesnew addition2025-12-312026-02-11
XPEV XPENG15 sharesnew addition2025-12-312026-02-11
UPST UPSTART HOLDINGS INC6 sharesnew addition2025-12-312026-02-11
TDOC TELEDOC HEALTH39 sharesnew addition2025-12-312026-02-11
RWJ INVESCO S&P SMALL CAP 600 REVENUE ETF5 sharesnew addition2025-12-312026-02-11
WBD WARNER BROS. DISCOVERY8 shares14.29%2025-12-312026-02-11
ICOP ISHARES COPPER METALS MINING ETF5 sharesnew addition2025-12-312026-02-11
PGX INVESCO PREFERRED ETF20 sharesnew addition2025-12-312026-02-11
RKT ROCKET COMPANIES11 sharesnew addition2025-12-312026-02-11
NVCR NOVOCURE15 sharesnew addition2025-12-312026-02-11
HBANM HUNTINGTON BANK 5.7pcnt PREFERRED9 shares0.00%2025-12-312026-02-11
UNG UNITED STATES NATURAL GAS16 sharesnew addition2025-12-312026-02-11
JPM-PL JP MORGAN CHASE 4.625pcnt PREFERRED10 shares0.00%2025-12-312026-02-11
TGT TARGET CORP COM2 sharesnew addition2025-12-312026-02-11
EDIT EDITAS MEDICINE77 sharesnew addition2025-12-312026-02-11
CMG CHIPOTLE MEXI GRILL4 sharesnew addition2025-12-312026-02-11
VTIP VG SHT TERM INFLTN PROT'D ETF3 shares0.00%2025-12-312026-02-11
HPE HEWLETT PACKARD6 sharesnew addition2025-12-312026-02-11
COF-PJ CAPITAL ONE 4.8pcnt PREFERRED8 shares0.00%2025-12-312026-02-11
ABNB AIRBNB INC1 sharesnew addition2025-12-312026-02-11
SF STIFEL FINANCIAL CORP1 sharesnew addition2025-12-312026-02-11
BYND BEYOND MEAT130 sharesnew addition2025-12-312026-02-11
FG F&G ANNUITIES & LIFE INC4 sharesnew addition2025-12-312026-02-11
DNUT KRISPY KREME INC25 sharesnew addition2025-12-312026-02-11
BHF BRIGHTHOUSE FINL INC COM1 sharesnew addition2025-12-312026-02-11
BEAM BEAM THERAPEUTICS INC. COM USD0.012 sharesnew addition2025-12-312026-02-11
BITO PROSHARES BITCOIN ETF4 shares0.00%2025-12-312026-02-11
SLVM SYLVAMO CORP1 shares0.00%2025-12-312026-02-11
NVTS NAVITAS SEMICONDUCTOR CORP6 sharesnew addition2025-12-312026-02-11
CELH CELSIUS HOLDING INC1 sharesnew addition2025-12-312026-02-11
CPER UNITED STATES COPPER INDEX1 sharesnew addition2025-12-312026-02-11
Nu Ride Inc Nu Ride Inc23 sharesnew addition2025-12-312026-02-11
MSOS ADVISORSHARES PURE US CANNABIS ETF5 sharesnew addition2025-12-312026-02-11
ICLN ISHARES GLBL CLEAN ENERGY ETF1 sharesnew addition2025-12-312026-02-11
WEN THE WENDY'S CO2 sharesnew addition2025-12-312026-02-11
SOUN SOUNDHOUND AI CL A ORD1 sharesnew addition2025-12-312026-02-11
BLNK BLINK CHARGING CO10 sharesnew addition2025-12-312026-02-11
CVKD CADRENAL THERAPEUTICS ORD1 sharesnew addition2025-12-312026-02-11
BW BABCOCK & WILCOX ENTERPRISES INC1 sharesnew addition2025-12-312026-02-11
GENPREX INC GENPREX INC1 sharesnew addition2025-12-312026-02-11
GS GOLDMAN SACHSN/A sharesnew addition2025-12-312026-02-11
ZIMMER CORP ZIMMER CORP100 sharesnew addition2025-12-312026-02-11
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available