The Analysis of DecisionPoint Financial, LLC's Holdings


Currently, DecisionPoint Financial, LLC holds 727 types of securities in its portfolio with a total value $454.5M. In the most recent quarter, they have increased their positions in DFAC (+204.8K shares, valued at $8.1M), DFIC (+136.9K shares, valued at $4.7M), VNQ (+25.7K shares, valued at $2.3M); decreased their positions in HOMB (-76.3K shares, valued at $2.1M), DFAR (-55.3K shares, valued at $1.3M), DFAI (-14.1K shares, valued at $538.7K); initiated new positions in XLE (+1.4K shares, valued at $62.1K), N/A (+753 shares, valued at $61.1K), GLD (+117 shares, valued at $46.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.7M shares5.78%2025-12-312026-01-29history
DFIC DIMENSIONAL ETF TRUST1.4M shares10.93%2025-12-312026-01-29history
VCIT VANGUARD SCOTTSDALE FDS539.6K shares2.86%2025-12-312026-01-29history
DFAS DIMENSIONAL ETF TRUST415.6K shares4.11%2025-12-312026-01-29history
DFCF DIMENSIONAL ETF TRUST621.4K shares3.18%2025-12-312026-01-29history
DFAI DIMENSIONAL ETF TRUST684.2K shares-2.02%2025-12-312026-01-29history
VNQ VANGUARD INDEX FDS260.3K shares10.98%2025-12-312026-01-29history
HOMB HOME BANCSHARES INC586.7K shares-11.51%2025-12-312026-01-29history
Sponsored
DFEM DIMENSIONAL ETF TRUST429.7K shares11.32%2025-12-312026-01-29history
VCSH VANGUARD SCOTTSDALE FDS147.5K shares6.81%2025-12-312026-01-29history
DCOR DIMENSIONAL ETF TRUST115.1K shares1.29%2025-12-312026-01-29history
DFAE DIMENSIONAL ETF TRUST248.4K shares-3.27%2025-12-312026-01-29history
SLQD ISHARES TR93.5K shares-3.61%2025-12-312026-01-29history
DFAR DIMENSIONAL ETF TRUST187.4K shares-22.79%2025-12-312026-01-29history
VTI VANGUARD INDEX FDS12.4K shares6.78%2025-12-312026-01-29history
MSFT MICROSOFT CORP6.5K shares1.37%2025-12-312026-01-29history
Sponsored
AAPL APPLE INC11.4K shares3.80%2025-12-312026-01-29history
SCHI SCHWAB STRATEGIC TR111.7K shares-0.08%2025-12-312026-01-29history
VB VANGUARD INDEX FDS8.9K shares1.48%2025-12-312026-01-29history
SGOV ISHARES TR16.2K shares0.00%2025-12-312026-01-29history
MAR MARRIOTT INTL INC NEW4.7K shares-0.83%2025-12-312026-01-29history
VXUS VANGUARD STAR FDS19.1K shares12.66%2025-12-312026-01-29history
VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares1.41%2025-12-312026-01-29history
AMZN AMAZON COM INC3.8K shares0.00%2025-12-312026-01-29history
Sponsored
SCHB SCHWAB STRATEGIC TR33.4K shares0.00%2025-12-312026-01-29history
VEA VANGUARD TAX-MANAGED FDS12.8K shares-0.28%2025-12-312026-01-29history
VWO VANGUARD INTL EQUITY INDEX F14.7K shares-0.65%2025-12-312026-01-29history
BND VANGUARD BD INDEX FDS10.4K shares-0.79%2025-12-312026-01-29history
RSG REPUBLIC SVCS INC3.4K shares-2.75%2025-12-312026-01-29history
IVV ISHARES TR938 shares97.06%2025-12-312026-01-29history
DFAX DIMENSIONAL ETF TRUST17.6K shares-3.08%2025-12-312026-01-29history
DFAU DIMENSIONAL ETF TRUST12.3K shares-0.18%2025-12-312026-01-29history
Sponsored
SCHX SCHWAB STRATEGIC TR20.9K shares0.00%2025-12-312026-01-29history
DFAW DIMENSIONAL ETF TRUST7.2K shares7.31%2025-12-312026-01-29history
NVDA NVIDIA CORPORATION2.8K shares-17.47%2025-12-312026-01-29history
BNDX VANGUARD CHARLOTTE FDS10.3K shares4.33%2025-12-312026-01-29history
DFNM DIMENSIONAL ETF TRUST9.3K shares0.00%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC1.4K shares20.34%2025-12-312026-01-29history
META META PLATFORMS INC587 shares14.87%2025-12-312026-01-29history
AXP AMERICAN EXPRESS CO831 shares0.12%2025-12-312026-01-29history
Sponsored
VT VANGUARD INTL EQUITY INDEX F2.1K shares1.76%2025-12-312026-01-29history
JPM JPMORGAN CHASE & CO.808 shares27.44%2025-12-312026-01-29history
VGSH VANGUARD SCOTTSDALE FDS4.3K shares0.00%2025-12-312026-01-29history
VO VANGUARD INDEX FDS778 shares70.99%2025-12-312026-01-29history
ENSG ENSIGN GROUP INC1.3K shares0.00%2025-12-312026-01-29history
IBIT ISHARES BITCOIN TRUST ETF4.2K shares1.51%2025-12-312026-01-29history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL417 shares9.16%2025-12-312026-01-29history
RF REGIONS FINANCIAL CORP NEW7.7K shares0.00%2025-12-312026-01-29history
Sponsored
ALPHABET INC ALPHABET INC603 shares9.04%2025-12-312026-01-29history
SYK STRYKER CORPORATION538 shares4383.33%2025-12-312026-01-29history
IWF ISHARES TR367 shares-2.65%2025-12-312026-01-29history
VGT VANGUARD WORLD FD224 shares3.23%2025-12-312026-01-29history
SCHD SCHWAB STRATEGIC TR5.9K shares0.00%2025-12-312026-01-29history
COP CONOCOPHILLIPS1.7K shares63.58%2025-12-312026-01-29history
DEXC DIMENSIONAL ETF TRUST2.6K shares0.00%2025-12-312026-01-29history
HD HOME DEPOT INC427 shares4.91%2025-12-312026-01-29history
Sponsored
SCHA SCHWAB STRATEGIC TR5.0K shares0.00%2025-12-312026-01-29history
IEFA ISHARES TR1.6K shares1140.63%2025-12-312026-01-29history
ORCL ORACLE CORP688 shares-12.80%2025-12-312026-01-29history
IVE ISHARES TR573 shares607.41%2025-12-312026-01-29history
PH PARKER-HANNIFIN CORP136 shares0.00%2025-12-312026-01-29history
DISV DIMENSIONAL ETF TRUST3.0K shares0.68%2025-12-312026-01-29history
CLH CLEAN HARBORS INC465 shares0.00%2025-12-312026-01-29history
CSCO CISCO SYS INC1.4K shares19.31%2025-12-312026-01-29history
Sponsored
AESR TWO RDS SHARED TR5.8K shares0.00%2025-12-312026-01-29history
SHOP SHOPIFY INC613 shares0.00%2025-12-312026-01-29history
CVX CHEVRON CORP NEW636 shares103.19%2025-12-312026-01-29history
PLTR PALANTIR TECHNOLOGIES INC497 shares197.60%2025-12-312026-01-29history
BA BOEING CO397 shares0.00%2025-12-312026-01-29history
DFUS DIMENSIONAL ETF TRUST1.1K shares58.18%2025-12-312026-01-29history
VXF VANGUARD INDEX FDS407 shares0.00%2025-12-312026-01-29history
DFIV DIMENSIONAL ETF TRUST1.6K shares0.75%2025-12-312026-01-29history
Sponsored
PSX PHILLIPS 66627 shares15575.00%2025-12-312026-01-29history
VTIP VANGUARD MALVERN FDS1.5K shares0.00%2025-12-312026-01-29history
BSV VANGUARD BD INDEX FDS891 shares69.71%2025-12-312026-01-29history
SOUN SOUNDHOUND AI INC6.8K shares0.00%2025-12-312026-01-29history
IWM ISHARES TR267 shares584.62%2025-12-312026-01-29history
BNDW VANGUARD SCOTTSDALE FDS939 shares2.62%2025-12-312026-01-29history
XLE SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-01-29history
DFEV DIMENSIONAL ETF TRUST1.8K shares5.10%2025-12-312026-01-29history
Sponsored
ISHARES GOLD TR ISHARES GOLD TR753 sharesnew addition2025-12-312026-01-29history
VTV VANGUARD INDEX FDS313 shares222.68%2025-12-312026-01-29history
EFA ISHARES TR616 shares0.00%2025-12-312026-01-29history
DFSV DIMENSIONAL ETF TRUST1.7K shares7.30%2025-12-312026-01-29history
PHO INVESCO EXCHANGE TRADED FD T800 shares0.00%2025-12-312026-01-29history
SLV ISHARES SILVER TR830 shares1138.81%2025-12-312026-01-29history
AFIF TWO RDS SHARED TR5.6K shares0.00%2025-12-312026-01-29history
RTX RTX CORPORATION286 shares2283.33%2025-12-312026-01-29history
Sponsored
ED CONSOLIDATED EDISON INC502 shares0.00%2025-12-312026-01-29history
TSLA TESLA INC108 shares0.00%2025-12-312026-01-29history
INTU INTUIT71 shares0.00%2025-12-312026-01-29history
PAYX PAYCHEX INC419 shares5.54%2025-12-312026-01-29history
GLD SPDR GOLD TR117 sharesnew addition2025-12-312026-01-29history
MTUM ISHARES TR178 shares74.51%2025-12-312026-01-29history
VYM VANGUARD WHITEHALL FDS305 sharesnew addition2025-12-312026-01-29history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP129 shares578.95%2025-12-312026-01-29history
Sponsored
SPMD SPDR SERIES TRUST752 shares22.88%2025-12-312026-01-29history
SCHM SCHWAB STRATEGIC TR1.4K shares0.49%2025-12-312026-01-29history
FDX FEDEX CORP144 shares0.00%2025-12-312026-01-29history
IJR ISHARES TR346 shares61.68%2025-12-312026-01-29history
DFLV DIMENSIONAL ETF TRUST1.2K shares0.41%2025-12-312026-01-29history
NKE NIKE INC642 shares0.00%2025-12-312026-01-29history
PGR PROGRESSIVE CORP168 shares0.00%2025-12-312026-01-29history
DIHP DIMENSIONAL ETF TRUST1.0K shares0.38%2025-12-312026-01-29history
Sponsored
ROCKET LAB CORP ROCKET LAB CORP472 shares91.09%2025-12-312026-01-29history
IVW ISHARES TR265 shares0.00%2025-12-312026-01-29history
GIS GENERAL MLS INC700 shares-16.27%2025-12-312026-01-29history
XOM EXXON MOBIL CORP267 shares968.00%2025-12-312026-01-29history
MCD MCDONALDS CORP103 shares1616.67%2025-12-312026-01-29history
IBM INTERNATIONAL BUSINESS MACHS106 shares1666.67%2025-12-312026-01-29history
YUM YUM BRANDS INC202 shares0.00%2025-12-312026-01-29history
JNJ JOHNSON & JOHNSON147 shares104.17%2025-12-312026-01-29history
Sponsored
LLY ELI LILLY & CO28 shares0.00%2025-12-312026-01-29history
RCL ROYAL CARIBBEAN GROUP107 shares0.00%2025-12-312026-01-29history
XLI SELECT SECTOR SPDR TR180 shares0.00%2025-12-312026-01-29history
IJH ISHARES TR420 shares0.00%2025-12-312026-01-29history
PSTG PURE STORAGE INC412 shares0.00%2025-12-312026-01-29history
QLYS QUALYS INC200 shares0.00%2025-12-312026-01-29history
VUG VANGUARD INDEX FDS54 shares116.00%2025-12-312026-01-29history
VMBS VANGUARD SCOTTSDALE FDS540 sharesnew addition2025-12-312026-01-29history
Sponsored
VONG VANGUARD SCOTTSDALE FDS207 shares15.00%2025-12-312026-01-29history
WMT WALMART INC219 shares461.54%2025-12-312026-01-29history
XLY SELECT SECTOR SPDR TR202 shares100.00%2025-12-312026-01-29history
EWC ISHARES INC445 sharesnew addition2025-12-312026-01-29history
CCK CROWN HLDGS INC229 shares0.00%2025-12-312026-01-29history
QUAL ISHARES TR118 sharesnew addition2025-12-312026-01-29history
DFSD DIMENSIONAL ETF TRUST486 shares0.00%2025-12-312026-01-29history
OEF ISHARES TR66 shares29.41%2025-12-312026-01-29history
Sponsored
VFH VANGUARD WORLD FD169 shares0.00%2025-12-312026-01-29history
MA MASTERCARD INCORPORATED39 shares387.50%2025-12-312026-01-29history
MEDTRONIC PLC MEDTRONIC PLC228 shares1325.00%2025-12-312026-01-29history
INVESCO QQQ TR INVESCO QQQ TR36 sharesnew addition2025-12-312026-01-29history
SPY SPDR S&P 500 ETF TR32 shares52.38%2025-12-312026-01-29history
QQQM INVESCO EXCH TRADED FD TR II83 shares151.52%2025-12-312026-01-29history
ABT ABBOTT LABS167 shares221.15%2025-12-312026-01-29history
NOC NORTHROP GRUMMAN CORP36 shares3500.00%2025-12-312026-01-29history
Sponsored
XSVM INVESCO EXCHANGE TRADED FD T357 sharesnew addition2025-12-312026-01-29history
VTWO VANGUARD SCOTTSDALE FDS204 sharesnew addition2025-12-312026-01-29history
CAT CATERPILLAR INC35 shares75.00%2025-12-312026-01-29history
SBUX STARBUCKS CORP233 shares-30.03%2025-12-312026-01-29history
KMI KINDER MORGAN INC DEL713 shares0.00%2025-12-312026-01-29history
SPYV SPDR SERIES TRUST344 sharesnew addition2025-12-312026-01-29history
DXJ WISDOMTREE TR135 shares0.00%2025-12-312026-01-29history
EATON CORP PLC EATON CORP PLC59 shares1375.00%2025-12-312026-01-29history
Sponsored
DGRO ISHARES TR258 sharesnew addition2025-12-312026-01-29history
BAC BANK AMERICA CORP318 shares1035.71%2025-12-312026-01-29history
FNV FRANCO NEV CORP83 sharesnew addition2025-12-312026-01-29history
MBB ISHARES TR178 sharesnew addition2025-12-312026-01-29history
TXN TEXAS INSTRS INC97 shares8.99%2025-12-312026-01-29history
SHEL SHELL PLC228 shares590.91%2025-12-312026-01-29history
VLO VALERO ENERGY CORP102 shares0.00%2025-12-312026-01-29history
HST HOST HOTELS & RESORTS INC935 shares0.00%2025-12-312026-01-29history
Sponsored
COF CAPITAL ONE FINL CORP68 shares871.43%2025-12-312026-01-29history
DIS DISNEY WALT CO144 shares53.19%2025-12-312026-01-29history
DUHP DIMENSIONAL ETF TRUST430 sharesnew addition2025-12-312026-01-29history
MLTX MOONLAKE IMMUNOTHERAPEUTICS1.2K sharesnew addition2025-12-312026-01-29history
DHR DANAHER CORPORATION70 shares180.00%2025-12-312026-01-29history
TIP ISHARES TR144 sharesnew addition2025-12-312026-01-29history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW455 shares727.27%2025-12-312026-01-29history
TMO THERMO FISHER SCIENTIFIC INC27 shares285.71%2025-12-312026-01-29history
Sponsored
PG PROCTER AND GAMBLE CO107 shares529.41%2025-12-312026-01-29history
FEZ SPDR INDEX SHS FDS237 shares0.00%2025-12-312026-01-29history
XEL XCEL ENERGY INC205 shares1476.92%2025-12-312026-01-29history
BP BP PLC425 shares2025.00%2025-12-312026-01-29history
AOA ISHARES TR164 sharesnew addition2025-12-312026-01-29history
MERCK & CO INC MERCK & CO INC137 shares1041.67%2025-12-312026-01-29history
BROADCOM INC BROADCOM INC41 shares0.00%2025-12-312026-01-29history
IWN ISHARES TR78 sharesnew addition2025-12-312026-01-29history
Sponsored
DAIC CID HOLDCO INC30.9K shares0.00%2025-12-312026-01-29history
CMI CUMMINS INC27 shares1250.00%2025-12-312026-01-29history
SMH VANECK ETF TRUST38 sharesnew addition2025-12-312026-01-29history
XLK SELECT SECTOR SPDR TR94 sharesnew addition2025-12-312026-01-29history
IXN ISHARES TR127 sharesnew addition2025-12-312026-01-29history
FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD940 sharesnew addition2025-12-312026-01-29history
NEE NEXTERA ENERGY INC161 shares1363.64%2025-12-312026-01-29history
UNH UNITEDHEALTH GROUP INC39 shares18.18%2025-12-312026-01-29history
Sponsored
IEMG ISHARES INC191 sharesnew addition2025-12-312026-01-29history
AOM ISHARES TR265 sharesnew addition2025-12-312026-01-29history
LUV SOUTHWEST AIRLS CO306 shares0.00%2025-12-312026-01-29history
APD AIR PRODS & CHEMS INC50 sharesnew addition2025-12-312026-01-29history
REGN REGENERON PHARMACEUTICALS16 shares1500.00%2025-12-312026-01-29history
MDLZ MONDELEZ INTL INC228 shares2750.00%2025-12-312026-01-29history
EDV VANGUARD WORLD FD184 shares-24.28%2025-12-312026-01-29history
ALL ALLSTATE CORP57 shares2750.00%2025-12-312026-01-29history
Sponsored
IXJ ISHARES TR121 shares181.40%2025-12-312026-01-29history
VIOV VANGUARD ADMIRAL FDS INC120 sharesnew addition2025-12-312026-01-29history
POWR ISHARES INC497 sharesnew addition2025-12-312026-01-29history
LOW LOWES COS INC48 shares1100.00%2025-12-312026-01-29history
EOG EOG RES INC105 shares2000.00%2025-12-312026-01-29history
ABBV ABBVIE INC48 shares50.00%2025-12-312026-01-29history
PEP PEPSICO INC76 shares3700.00%2025-12-312026-01-29history
UNP UNION PAC CORP47 shares571.43%2025-12-312026-01-29history
Sponsored
DE DEERE & CO23 shares0.00%2025-12-312026-01-29history
PSA PUBLIC STORAGE OPER CO41 shares0.00%2025-12-312026-01-29history
FTEC FIDELITY COVINGTON TRUST46 shares0.00%2025-12-312026-01-29history
XLV SELECT SECTOR SPDR TR66 shares-31.25%2025-12-312026-01-29history
KO COCA COLA CO146 shares440.74%2025-12-312026-01-29history
BCS BARCLAYS PLC400 shares0.00%2025-12-312026-01-29history
PAVE GLOBAL X FDS205 sharesnew addition2025-12-312026-01-29history
VBR VANGUARD INDEX FDS46 shares35.29%2025-12-312026-01-29history
Sponsored
USIG ISHARES TR187 sharesnew addition2025-12-312026-01-29history
XSD SPDR SERIES TRUST30 sharesnew addition2025-12-312026-01-29history
IQLT ISHARES TR210 shares-27.84%2025-12-312026-01-29history
RSPF INVESCO EXCHANGE TRADED FD T119 sharesnew addition2025-12-312026-01-29history
HOOD ROBINHOOD MKTS INC82 shares1071.43%2025-12-312026-01-29history
HON HONEYWELL INTL INC47 shares2250.00%2025-12-312026-01-29history
AIG AMERICAN INTL GROUP INC107 shares0.00%2025-12-312026-01-29history
FIDU FIDELITY COVINGTON TRUST108 shares0.00%2025-12-312026-01-29history
Sponsored
LINDE PLC LINDE PLC20 shares0.00%2025-12-312026-01-29history
RBLX ROBLOX CORP104 shares0.00%2025-12-312026-01-29history
PNTG PENNANT GROUP INC295 shares0.00%2025-12-312026-01-29history
FIG FIGMA INC222 shares0.00%2025-12-312026-01-29history
IWR ISHARES TR83 sharesnew addition2025-12-312026-01-29history
NATIONAL GRID PLC NATIONAL GRID PLC102 shares168.42%2025-12-312026-01-29history
VOOV VANGUARD ADMIRAL FDS INC38 sharesnew addition2025-12-312026-01-29history
MNKD MANNKIND CORP1.3K shares0.00%2025-12-312026-01-29history
Sponsored
AMGN AMGEN INC23 shares109.09%2025-12-312026-01-29history
VONV VANGUARD SCOTTSDALE FDS80 sharesnew addition2025-12-312026-01-29history
ENB ENBRIDGE INC152 shares181.48%2025-12-312026-01-29history
TOTALENERGIES SE TOTALENERGIES SE111 sharesnew addition2025-12-312026-01-29history
GILD GILEAD SCIENCES INC59 shares28.26%2025-12-312026-01-29history
PM PHILIP MORRIS INTL INC45 shares87.50%2025-12-312026-01-29history
VGIT VANGUARD SCOTTSDALE FDS120 sharesnew addition2025-12-312026-01-29history
SO SOUTHERN CO82 shares720.00%2025-12-312026-01-29history
Sponsored
ZROZ PIMCO ETF TR100 sharesnew addition2025-12-312026-01-29history
WM WASTE MGMT INC DEL29 shares0.00%2025-12-312026-01-29history
BSX BOSTON SCIENTIFIC CORP66 shares0.00%2025-12-312026-01-29history
ODFL OLD DOMINION FREIGHT LINE IN40 sharesnew addition2025-12-312026-01-29history
IUSG ISHARES TR36 sharesnew addition2025-12-312026-01-29history
BHP BHP GROUP LTD100 sharesnew addition2025-12-312026-01-29history
PLD PROLOGIS INC.46 shares318.18%2025-12-312026-01-29history
ZM ZOOM COMMUNICATIONS INC68 shares0.00%2025-12-312026-01-29history
Sponsored
MGK VANGUARD WORLD FD14 sharesnew addition2025-12-312026-01-29history
MCK MCKESSON CORP7 shares0.00%2025-12-312026-01-29history
FXL FIRST TR EXCHANGE TRADED FD34 sharesnew addition2025-12-312026-01-29history
T AT&T INC230 shares206.67%2025-12-312026-01-29history
DGT SPDR SERIES TRUST34 sharesnew addition2025-12-312026-01-29history
BMY BRISTOL-MYERS SQUIBB CO105 shares2000.00%2025-12-312026-01-29history
ISRG INTUITIVE SURGICAL INC10 shares0.00%2025-12-312026-01-29history
PNC PNC FINL SVCS GROUP INC27 shares440.00%2025-12-312026-01-29history
Sponsored
BBAI BIGBEAR AI HLDGS INC1.0K shares0.00%2025-12-312026-01-29history
BKNG BOOKING HOLDINGS INC1 shares0.00%2025-12-312026-01-29history
USB US BANCORP DEL99 shares1314.29%2025-12-312026-01-29history
KTOS KRATOS DEFENSE & SEC SOLUTIO67 shares0.00%2025-12-312026-01-29history
EMXC ISHARES INC69 shares0.00%2025-12-312026-01-29history
GLW CORNING INC57 shares714.29%2025-12-312026-01-29history
PHYS SPROTT ASSET MANAGEMENT LP150 shares0.00%2025-12-312026-01-29history
V VISA INC14 shares0.00%2025-12-312026-01-29history
Sponsored
ITOT ISHARES TR33 shares-76.26%2025-12-312026-01-29history
EMB ISHARES TR50 sharesnew addition2025-12-312026-01-29history
CENCORA INC CENCORA INC14 shares0.00%2025-12-312026-01-29history
CM CANADIAN IMPERIAL BANK OF CO52 shares0.00%2025-12-312026-01-29history
NFLX NETFLIX INC50 shares900.00%2025-12-312026-01-29history
SPTL SPDR SERIES TRUST177 sharesnew addition2025-12-312026-01-29history
CVS CVS HEALTH CORP58 shares0.00%2025-12-312026-01-29history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW39 shares178.57%2025-12-312026-01-29history
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BTI BRITISH AMERN TOB PLC79 shares41.07%2025-12-312026-01-29history
NUAI NEW ERA ENERGY & DIGITAL INC1.5K sharesnew addition2025-12-312026-01-29history
BAR GRANITESHARES GOLD TR102 shares0.00%2025-12-312026-01-29history
URA GLOBAL X FDS100 shares0.00%2025-12-312026-01-29history
AGD ABRDN GLOBAL DYNAMIC DIVIDEN361 sharesnew addition2025-12-312026-01-29history
JMBS JANUS DETROIT STR TR92 shares-76.88%2025-12-312026-01-29history
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PFE PFIZER INC168 sharesnew addition2025-12-312026-01-29history
SDY SPDR SERIES TRUST30 shares0.00%2025-12-312026-01-29history
AMAT APPLIED MATLS INC16 shares0.00%2025-12-312026-01-29history
SONY SONY GROUP CORP160 shares0.00%2025-12-312026-01-29history
PDBC INVESCO ACTVELY MNGD ETC FD308 shares0.00%2025-12-312026-01-29history
VRTX VERTEX PHARMACEUTICALS INC9 shares0.00%2025-12-312026-01-29history
TFC TRUIST FINL CORP81 sharesnew addition2025-12-312026-01-29history
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SNY SANOFI SA81 shares268.18%2025-12-312026-01-29history
IYE ISHARES TR82 sharesnew addition2025-12-312026-01-29history
TRP TC ENERGY CORP70 shares400.00%2025-12-312026-01-29history
CME CME GROUP INC14 shares250.00%2025-12-312026-01-29history
WY WEYERHAEUSER CO MTN BE160 shares300.00%2025-12-312026-01-29history
IYH ISHARES TR58 sharesnew addition2025-12-312026-01-29history
GE AEROSPACE GE AEROSPACE12 shares0.00%2025-12-312026-01-29history
DQ DAQO NEW ENERGY CORP125 shares0.00%2025-12-312026-01-29history
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VZ VERIZON COMMUNICATIONS INC88 shares340.00%2025-12-312026-01-29history
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COLB COLUMBIA BKG SYS INC126 shares0.00%2025-12-312026-01-29history
O REALTY INCOME CORP62 shares675.00%2025-12-312026-01-29history
CAH CARDINAL HEALTH INC17 shares0.00%2025-12-312026-01-29history
CCL CARNIVAL CORP114 shares0.00%2025-12-312026-01-29history
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COST COSTCO WHSL CORP NEW4 shares0.00%2025-12-312026-01-29history
NVS NOVARTIS AG25 shares0.00%2025-12-312026-01-29history
NVO NOVO-NORDISK A S66 shares0.00%2025-12-312026-01-29history
OMFL INVESCO EXCH TRD SLF IDX FD54 sharesnew addition2025-12-312026-01-29history
FE FIRSTENERGY CORP73 sharesnew addition2025-12-312026-01-29history
AON PLC AON PLC9 shares0.00%2025-12-312026-01-29history
CEF SPROTT ASSET MANAGEMENT LP68 shares0.00%2025-12-312026-01-29history
BGIG ETF SER SOLUTIONS96 shares0.00%2025-12-312026-01-29history
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VBK VANGUARD INDEX FDS10 shares0.00%2025-12-312026-01-29history
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FETH FIDELITY ETHEREUM FD100 sharesnew addition2025-12-312026-01-29history
ARKW ARK ETF TR20 sharesnew addition2025-12-312026-01-29history
GFF GRIFFON CORP40 sharesnew addition2025-12-312026-01-29history
AEP AMERICAN ELEC PWR CO INC25 shares212.50%2025-12-312026-01-29history
VSS VANGUARD INTL EQUITY INDEX F20 sharesnew addition2025-12-312026-01-29history
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GSK PLC GSK PLC57 sharesnew addition2025-12-312026-01-29history
LYG LLOYDS BANKING GROUP PLC500 shares0.00%2025-12-312026-01-29history
KMB KIMBERLY-CLARK CORP26 shares420.00%2025-12-312026-01-29history
DGX QUEST DIAGNOSTICS INC15 shares0.00%2025-12-312026-01-29history
XLC SELECT SECTOR SPDR TR22 shares0.00%2025-12-312026-01-29history
COOK TRAEGER INC2.4K shares0.00%2025-12-312026-01-29history
E ENI S P A67 shares0.00%2025-12-312026-01-29history
KBWB INVESCO EXCH TRADED FD TR II30 sharesnew addition2025-12-312026-01-29history
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CPNG COUPANG INC107 sharesnew addition2025-12-312026-01-29history
WFC WELLS FARGO CO NEW27 shares0.00%2025-12-312026-01-29history
DEO DIAGEO PLC29 shares123.08%2025-12-312026-01-29history
EMLC VANECK ETF TRUST96 sharesnew addition2025-12-312026-01-29history
EXI ISHARES TR14 shares0.00%2025-12-312026-01-29history
KLAC KLA CORP2 shares0.00%2025-12-312026-01-29history
USHY ISHARES TR63 sharesnew addition2025-12-312026-01-29history
BMO BANK MONTREAL QUE18 sharesnew addition2025-12-312026-01-29history
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TTD THE TRADE DESK INC60 shares0.00%2025-12-312026-01-29history
VRRM VERRA MOBILITY CORP100 shares0.00%2025-12-312026-01-29history
VEU VANGUARD INTL EQUITY INDEX F30 shares0.00%2025-12-312026-01-29history
GDX VANECK ETF TRUST25 shares0.00%2025-12-312026-01-29history
MS MORGAN STANLEY12 shares0.00%2025-12-312026-01-29history
ADBE ADOBE INC6 shares0.00%2025-12-312026-01-29history
KWEB KRANESHARES TRUST61 sharesnew addition2025-12-312026-01-29history
HBAN HUNTINGTON BANCSHARES INC119 shares357.69%2025-12-312026-01-29history
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IXC ISHARES TR49 sharesnew addition2025-12-312026-01-29history
QCOM QUALCOMM INC12 shares0.00%2025-12-312026-01-29history
PPLT ABRDN PLATINUM ETF TRUST11 shares0.00%2025-12-312026-01-29history
IGA VOYA GLBL ADV & PREM OPP FD207 sharesnew addition2025-12-312026-01-29history
EQT CORP EQT CORP37 shares0.00%2025-12-312026-01-29history
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UBER UBER TECHNOLOGIES INC24 shares0.00%2025-12-312026-01-29history
UNILEVER PLC UNILEVER PLC30 sharesnew addition2025-12-312026-01-29history
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PPL PPL CORP53 sharesnew addition2025-12-312026-01-29history
CRM SALESFORCE INC7 shares0.00%2025-12-312026-01-29history
CMG CHIPOTLE MEXICAN GRILL INC50 shares0.00%2025-12-312026-01-29history
LITE LUMENTUM HLDGS INC5 shares0.00%2025-12-312026-01-29history
SA SEABRIDGE GOLD INC61 shares0.00%2025-12-312026-01-29history
ARKK ARK ETF TR23 sharesnew addition2025-12-312026-01-29history
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LRN STRIDE INC27 shares0.00%2025-12-312026-01-29history
ELV ELEVANCE HEALTH INC FORMERLY5 shares0.00%2025-12-312026-01-29history
HLT HILTON WORLDWIDE HLDGS INC6 shares0.00%2025-12-312026-01-29history
SCHW SCHWAB CHARLES CORP17 shares0.00%2025-12-312026-01-29history
LAM RESEARCH CORP LAM RESEARCH CORP10 shares0.00%2025-12-312026-01-29history
FICO FAIR ISAAC CORP1 shares0.00%2025-12-312026-01-29history
THE CIGNA GROUP THE CIGNA GROUP6 shares0.00%2025-12-312026-01-29history
FDIS FIDELITY COVINGTON TRUST16 shares0.00%2025-12-312026-01-29history
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CITIGROUP INC CITIGROUP INC14 shares0.00%2025-12-312026-01-29history
URI UNITED RENTALS INC2 shares0.00%2025-12-312026-01-29history
MO ALTRIA GROUP INC28 shares600.00%2025-12-312026-01-29history
VNM VANECK ETF TRUST84 shares0.00%2025-12-312026-01-29history
AMT AMERICAN TOWER CORP NEW9 shares0.00%2025-12-312026-01-29history
SPGI S&P GLOBAL INC3 shares0.00%2025-12-312026-01-29history
ROK ROCKWELL AUTOMATION INC4 shares0.00%2025-12-312026-01-29history
XLU SELECT SECTOR SPDR TR36 shares100.00%2025-12-312026-01-29history
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NOW SERVICENOW INC10 shares400.00%2025-12-312026-01-29history
FBTC FIDELITY WISE ORIGIN BITCOIN20 sharesnew addition2025-12-312026-01-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD5 shares-84.38%2025-12-312026-01-29history
WELL WELLTOWER INC8 shares0.00%2025-12-312026-01-29history
EBAY EBAY INC.17 shares0.00%2025-12-312026-01-29history
GEHC GE HEALTHCARE TECHNOLOGIES I18 shares0.00%2025-12-312026-01-29history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC14 sharesnew addition2025-12-312026-01-29history
ARISTA NETWORKS INC ARISTA NETWORKS INC11 shares0.00%2025-12-312026-01-29history
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SITM SITIME CORP4 shares0.00%2025-12-312026-01-29history
CRWD CROWDSTRIKE HLDGS INC3 shares0.00%2025-12-312026-01-29history
MTD METTLER TOLEDO INTERNATIONAL1 shares0.00%2025-12-312026-01-29history
RWL INVESCO EXCH TRADED FD TR II12 sharesnew addition2025-12-312026-01-29history
ORLY OREILLY AUTOMOTIVE INC15 shares0.00%2025-12-312026-01-29history
APH AMPHENOL CORP NEW10 shares0.00%2025-12-312026-01-29history
EWZ ISHARES INC42 shares0.00%2025-12-312026-01-29history
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TDG TRANSDIGM GROUP INC1 shares0.00%2025-12-312026-01-29history
EBND SPDR SERIES TRUST62 shares0.00%2025-12-312026-01-29history
COHERENT CORP COHERENT CORP7 shares0.00%2025-12-312026-01-29history
MMM 3M CO8 shares0.00%2025-12-312026-01-29history
MKSI MKS INC.8 shares0.00%2025-12-312026-01-29history
ATI ATI INC11 shares0.00%2025-12-312026-01-29history
IVOL KRANESHARES TRUST65 shares0.00%2025-12-312026-01-29history
NTR NUTRIEN LTD20 shares0.00%2025-12-312026-01-29history
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TJX TJX COS INC NEW8 shares0.00%2025-12-312026-01-29history
VRSN VERISIGN INC5 shares0.00%2025-12-312026-01-29history
WDC WESTERN DIGITAL CORP7 shares0.00%2025-12-312026-01-29history
CCJ CAMECO CORP13 shares0.00%2025-12-312026-01-29history
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EHC ENCOMPASS HEALTH CORP11 shares0.00%2025-12-312026-01-29history
SPOT SPOTIFY TECHNOLOGY S A2 shares0.00%2025-12-312026-01-29history
TER TERADYNE INC6 shares0.00%2025-12-312026-01-29history
Sponsored
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EL LAUDER ESTEE COS INC11 shares0.00%2025-12-312026-01-29history
LYV LIVE NATION ENTERTAINMENT IN8 shares0.00%2025-12-312026-01-29history
GDXJ VANECK ETF TRUST10 shares0.00%2025-12-312026-01-29history
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MIR MIRION TECHNOLOGIES INC47 shares0.00%2025-12-312026-01-29history
WST WEST PHARMACEUTICAL SVSC INC4 shares0.00%2025-12-312026-01-29history
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BLACKSTONE INC BLACKSTONE INC7 shares0.00%2025-12-312026-01-29history
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ECL ECOLAB INC4 shares0.00%2025-12-312026-01-29history
URNM SPROTT FDS TR19 shares0.00%2025-12-312026-01-29history
ADP AUTOMATIC DATA PROCESSING IN4 shares0.00%2025-12-312026-01-29history
AME AMETEK INC5 shares0.00%2025-12-312026-01-29history
TROW PRICE T ROWE GROUP INC10 shares0.00%2025-12-312026-01-29history
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KKR & CO INC KKR & CO INC8 shares0.00%2025-12-312026-01-29history
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WTW WILLIS TOWERS WATSON PLC LTD3 shares0.00%2025-12-312026-01-29history
PSMT PRICESMART INC8 shares0.00%2025-12-312026-01-29history
AMP AMERIPRISE FINL INC2 shares0.00%2025-12-312026-01-29history
ICE INTERCONTINENTAL EXCHANGE IN6 shares0.00%2025-12-312026-01-29history
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CDNS CADENCE DESIGN SYSTEM INC3 shares0.00%2025-12-312026-01-29history
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CIEN CIENA CORP4 shares0.00%2025-12-312026-01-29history
PANW PALO ALTO NETWORKS INC5 shares0.00%2025-12-312026-01-29history
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Sponsored
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IRMD IRADIMED CORP9 shares0.00%2025-12-312026-01-29history
MANU MANCHESTER UTD PLC NEW55 shares0.00%2025-12-312026-01-29history
CRH PLC CRH PLC7 shares0.00%2025-12-312026-01-29history
ARKG ARK ETF TR30 sharesnew addition2025-12-312026-01-29history
ITT INC ITT INC5 shares0.00%2025-12-312026-01-29history
WAB WABTEC4 shares0.00%2025-12-312026-01-29history
EXPE EXPEDIA GROUP INC3 shares0.00%2025-12-312026-01-29history
Sponsored
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TMUS T-MOBILE US INC4 shares0.00%2025-12-312026-01-29history
MTB M & T BK CORP4 shares0.00%2025-12-312026-01-29history
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Sponsored
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NET CLOUDFLARE INC4 shares0.00%2025-12-312026-01-29history
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NU NU HLDGS LTD45 shares0.00%2025-12-312026-01-29history
CTAS CINTAS CORP4 shares0.00%2025-12-312026-01-29history
NTAP NETAPP INC7 shares0.00%2025-12-312026-01-29history
CTSH COGNIZANT TECHNOLOGY SOLUTIO9 shares0.00%2025-12-312026-01-29history
Sponsored
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Sponsored
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A AGILENT TECHNOLOGIES INC5 shares0.00%2025-12-312026-01-29history
COIN COINBASE GLOBAL INC3 shares0.00%2025-12-312026-01-29history
STLD STEEL DYNAMICS INC4 shares0.00%2025-12-312026-01-29history
IDXX IDEXX LABS INC1 shares0.00%2025-12-312026-01-29history
ZS ZSCALER INC3 shares0.00%2025-12-312026-01-29history
ENTG ENTEGRIS INC8 shares0.00%2025-12-312026-01-29history
Sponsored
WSO WATSCO INC2 shares0.00%2025-12-312026-01-29history
VRSK VERISK ANALYTICS INC3 shares0.00%2025-12-312026-01-29history
BR BROADRIDGE FINL SOLUTIONS IN3 shares0.00%2025-12-312026-01-29history
VEEV VEEVA SYS INC3 shares0.00%2025-12-312026-01-29history
SENEA SENECA FOODS CORP NEW6 shares0.00%2025-12-312026-01-29history
MNRO MONRO INC33 shares0.00%2025-12-312026-01-29history
CUBI CUSTOMERS BANCORP INC9 shares0.00%2025-12-312026-01-29history
PCAR PACCAR INC6 shares0.00%2025-12-312026-01-29history
Sponsored
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GGG GRACO INC8 shares0.00%2025-12-312026-01-29history
MSGE MADISON SQUARE GARDEN ENTMT12 shares0.00%2025-12-312026-01-29history
KVUE KENVUE INC37 shares0.00%2025-12-312026-01-29history
KNF KNIFE RIVER CORP9 shares0.00%2025-12-312026-01-29history
LAMR LAMAR ADVERTISING CO NEW5 shares0.00%2025-12-312026-01-29history
MET METLIFE INC8 shares0.00%2025-12-312026-01-29history
CRS CARPENTER TECHNOLOGY CORP2 sharesnew addition2025-12-312026-01-29history
Sponsored
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IONQ IONQ INC14 shares0.00%2025-12-312026-01-29history
CMCSA COMCAST CORP NEW21 shares0.00%2025-12-312026-01-29history
LULU LULULEMON ATHLETICA INC3 shares0.00%2025-12-312026-01-29history
MLM MARTIN MARIETTA MATLS INC1 shares0.00%2025-12-312026-01-29history
EQH EQUITABLE HLDGS INC13 shares0.00%2025-12-312026-01-29history
HWM HOWMET AEROSPACE INC3 shares0.00%2025-12-312026-01-29history
MNST MONSTER BEVERAGE CORP NEW8 shares0.00%2025-12-312026-01-29history
Sponsored
EA ELECTRONIC ARTS INC3 shares0.00%2025-12-312026-01-29history
CNQ CANADIAN NAT RES LTD18 shares0.00%2025-12-312026-01-29history
EXAS EXACT SCIENCES CORP6 shares0.00%2025-12-312026-01-29history
GRMN GARMIN LTD3 shares0.00%2025-12-312026-01-29history

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