The Analysis of Diversify Advisory Services, LLC's Holdings

Currently, Diversify Advisory Services, LLC holds 910 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in SRLN (+733.3K shares, valued at $30.4M), SPY (+43.1K shares, valued at $29.8M), XLF (+541.3K shares, valued at $29.5M); decreased their positions in FBTC (-224.7K shares, valued at $18.7M), META (-16.7K shares, valued at $10.3M), AMCR (-157.8K shares, valued at $6.5M); initiated new positions in IGLB (+70.5K shares, valued at $3.6M), FBND (+74.3K shares, valued at $3.4M), DFCF (+70.6K shares, valued at $3.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR302.7K shares16.59%2025-12-312026-01-23

NVDA NVIDIA CORPORATION1.1M shares4.63%2025-12-312026-01-23

INVESCO QQQ TR INVESCO QQQ TR171.1K shares4.54%2025-12-312026-01-23

BKLN INVESCO EXCH TRADED FD TR II4.3M shares1.00%2025-12-312026-01-23

AAPL APPLE INC354.6K shares7.13%2025-12-312026-01-23

GLD SPDR GOLD TR198.1K shares0.66%2025-12-312026-01-23

AMZN AMAZON COM INC262.9K shares-1.94%2025-12-312026-01-23

ALPHABET INC ALPHABET INC183.0K shares-5.72%2025-12-312026-01-23

Sponsored

MSFT MICROSOFT CORP108.0K shares-10.77%2025-12-312026-01-23

BROADCOM INC BROADCOM INC138.1K shares4.35%2025-12-312026-01-23

VANGUARD INDEX FDS VANGUARD INDEX FDS73.9K shares0.81%2025-12-312026-01-23

GLDM WORLD GOLD TR490.5K shares1.30%2025-12-312026-01-23

META META PLATFORMS INC68.1K shares-19.66%2025-12-312026-01-23

TSM TAIWAN SEMICONDUCTOR MFG LTD111.4K shares-6.41%2025-12-312026-01-23

ALPHABET INC ALPHABET INC112.6K shares-0.81%2025-12-312026-01-23

SPYG SPDR SERIES TRUST307.5K shares9.43%2025-12-312026-01-23

Sponsored

GRNY TIDAL TRUST I1.3M shares12.14%2025-12-312026-01-23

XLF SELECT SECTOR SPDR TR595.0K shares1009.19%2025-12-312026-01-23

AMD ADVANCED MICRO DEVICES INC136.3K shares-5.05%2025-12-312026-01-23

SRLN SSGA ACTIVE ETF TR747.7K shares5086.54%2025-12-312026-01-23

IVV ISHARES TR42.8K shares2.16%2025-12-312026-01-23

SPYV SPDR SERIES TRUST501.2K shares10.88%2025-12-312026-01-23

IWM ISHARES TR105.9K shares45.42%2025-12-312026-01-23

COST COSTCO WHSL CORP NEW28.3K shares8.52%2025-12-312026-01-23

Sponsored

OPBK OP BANCORP1.8M shares-0.36%2025-12-312026-01-23

PLTR PALANTIR TECHNOLOGIES INC152.7K shares-3.43%2025-12-312026-01-23

VMBS VANGUARD SCOTTSDALE FDS465.4K shares37.70%2025-12-312026-01-23

SOFI SOFI TECHNOLOGIES INC832.7K shares-2.74%2025-12-312026-01-23

SPYM SPDR SERIES TRUST263.2K shares43.58%2025-12-312026-01-23

ITA ISHARES TR84.4K shares1.42%2025-12-312026-01-23

IBIT ISHARES BITCOIN TRUST ETF350.6K shares2615.49%2025-12-312026-01-23

PANW PALO ALTO NETWORKS INC101.3K shares0.73%2025-12-312026-01-23

Sponsored

TSLA TESLA INC43.2K shares35.14%2025-12-312026-01-23

SPDW SPDR INDEX SHS FDS402.4K shares8.38%2025-12-312026-01-23

UNH UNITEDHEALTH GROUP INC54.7K shares-6.96%2025-12-312026-01-23

SNOW SNOWFLAKE INC85.1K shares-4.02%2025-12-312026-01-23

AFRM AFFIRM HLDGS INC221.2K shares0.60%2025-12-312026-01-23

MU MICRON TECHNOLOGY INC39.6K shares-5.05%2025-12-312026-01-23

AGG ISHARES TR142.0K shares217.80%2025-12-312026-01-23

LQD ISHARES TR120.1K shares1289.54%2025-12-312026-01-23

Sponsored

USIG ISHARES TR243.6K shares2.03%2025-12-312026-01-23

JNJ JOHNSON & JOHNSON57.3K shares-2.48%2025-12-312026-01-23

VTI VANGUARD INDEX FDS35.7K shares3.97%2025-12-312026-01-23

VWO VANGUARD INTL EQUITY INDEX F215.9K shares7.77%2025-12-312026-01-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC147.5K shares-15.19%2025-12-312026-01-23

V VISA INC33.5K shares2.53%2025-12-312026-01-23

CVX CHEVRON CORP NEW65.1K shares57.02%2025-12-312026-01-23

XOM EXXON MOBIL CORP80.7K shares53.86%2025-12-312026-01-23

Sponsored

TLN TALEN ENERGY CORP27.5K shares-1.21%2025-12-312026-01-23

SPHY SPDR SERIES TRUST423.9K shares12.70%2025-12-312026-01-23

JPM JPMORGAN CHASE & CO.32.3K shares-3.69%2025-12-312026-01-23

GOVT ISHARES TR422.4K shares4.74%2025-12-312026-01-23

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC295.1K shares-2.30%2025-12-312026-01-23

VEA VANGUARD TAX-MANAGED FDS146.4K shares-0.82%2025-12-312026-01-23

QLTA ISHARES TR195.9K shares-13.91%2025-12-312026-01-23

ASML ASML HOLDING N V6.9K shares6.10%2025-12-312026-01-23

Sponsored

ISHARES GOLD TR ISHARES GOLD TR106.0K shares-3.57%2025-12-312026-01-23

IEMG ISHARES INC126.9K shares30.12%2025-12-312026-01-23

LAM RESEARCH CORP LAM RESEARCH CORP40.3K shares3.79%2025-12-312026-01-23

USMV ISHARES TR93.8K shares-2.54%2025-12-312026-01-23

XLE SELECT SECTOR SPDR TR185.2K shares109.39%2025-12-312026-01-23

IEI ISHARES TR73.7K shares1.33%2025-12-312026-01-23

HFXI NEW YORK LIFE INVESTMENTS ET249.6K shares160.20%2025-12-312026-01-23

BLACKSTONE INC BLACKSTONE INC51.3K shares-2.24%2025-12-312026-01-23

Sponsored

CSCO CISCO SYS INC110.2K shares5.17%2025-12-312026-01-23

PULS PGIM ETF TR164.2K shares7.34%2025-12-312026-01-23

PVAL PUTNAM ETF TRUST170.0K shares40.43%2025-12-312026-01-23

IUSB ISHARES TR170.9K shares6.86%2025-12-312026-01-23

LLY ELI LILLY & CO7.6K shares-0.01%2025-12-312026-01-23

IEFA ISHARES TR84.0K shares5.29%2025-12-312026-01-23

IVW ISHARES TR61.1K shares1.10%2025-12-312026-01-23

PM PHILIP MORRIS INTL INC41.6K shares1.14%2025-12-312026-01-23

Sponsored

MA MASTERCARD INCORPORATED13.3K shares4.58%2025-12-312026-01-23

ARM ARM HOLDINGS PLC65.5K shares-5.83%2025-12-312026-01-23

DYNF BLACKROCK ETF TRUST110.6K shares17.61%2025-12-312026-01-23

TLT ISHARES TR76.7K shares4.09%2025-12-312026-01-23

ORCL ORACLE CORP35.2K shares60.88%2025-12-312026-01-23

APP APPLOVIN CORP11.8K shares-32.41%2025-12-312026-01-23

KO COCA COLA CO94.4K shares1.20%2025-12-312026-01-23

ABBV ABBVIE INC30.4K shares-1.30%2025-12-312026-01-23

Sponsored

BKMC BNY MELLON ETF TRUST55.9K shares-13.17%2025-12-312026-01-23

BINC BLACKROCK ETF TRUST II122.2K shares0.64%2025-12-312026-01-23

VGLT VANGUARD SCOTTSDALE FDS115.4K shares-3.84%2025-12-312026-01-23

IEF ISHARES TR66.3K shares-4.96%2025-12-312026-01-23

ISRG INTUITIVE SURGICAL INC11.7K shares2.54%2025-12-312026-01-23

IJH ISHARES TR89.4K shares1.66%2025-12-312026-01-23

ICVT ISHARES TR58.9K shares42.16%2025-12-312026-01-23

IVE ISHARES TR27.7K shares31.67%2025-12-312026-01-23

Sponsored

CRWD CROWDSTRIKE HLDGS INC13.1K shares2.13%2025-12-312026-01-23

VZ VERIZON COMMUNICATIONS INC144.3K shares7.15%2025-12-312026-01-23

CRM SALESFORCE INC24.6K shares67.75%2025-12-312026-01-23

ROST ROSS STORES INC28.6K shares0.27%2025-12-312026-01-23

IGEB ISHARES TR118.3K shares10.49%2025-12-312026-01-23

QUAL ISHARES TR26.4K shares-28.55%2025-12-312026-01-23

GS GOLDMAN SACHS GROUP INC5.6K shares-9.94%2025-12-312026-01-23

HD HOME DEPOT INC14.0K shares-1.37%2025-12-312026-01-23

Sponsored

SMH VANECK ETF TRUST13.3K shares-2.21%2025-12-312026-01-23

SCHR SCHWAB STRATEGIC TR210.6K shares44.28%2025-12-312026-01-23

SPIB SPDR SERIES TRUST155.2K shares5.02%2025-12-312026-01-23

BAC BANK AMERICA CORP99.0K shares-0.17%2025-12-312026-01-23

CLOA BLACKROCK ETF TRUST II99.6K shares47.65%2025-12-312026-01-23

JAAA JANUS DETROIT STR TR101.7K shares-3.66%2025-12-312026-01-23

EFV ISHARES TR69.8K shares-15.58%2025-12-312026-01-23

XLY SELECT SECTOR SPDR TR41.7K shares-50.23%2025-12-312026-01-23

Sponsored

KLAC KLA CORP3.2K shares39.75%2025-12-312026-01-23

BND VANGUARD BD INDEX FDS67.3K shares51.09%2025-12-312026-01-23

IGRO ISHARES TR57.8K shares-21.43%2025-12-312026-01-23

UNP UNION PAC CORP21.5K shares-5.01%2025-12-312026-01-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.9K shares8.61%2025-12-312026-01-23

SPSM SPDR SERIES TRUST97.7K shares4.09%2025-12-312026-01-23

MO ALTRIA GROUP INC79.3K shares-0.35%2025-12-312026-01-23

MGV VANGUARD WORLD FD32.8K shares3.68%2025-12-312026-01-23

Sponsored

NKE NIKE INC73.7K shares0.55%2025-12-312026-01-23

DFUS DIMENSIONAL ETF TRUST61.5K shares482.43%2025-12-312026-01-23

CELESTICA INC CELESTICA INC14.7K shares-2.35%2025-12-312026-01-23

ADBE ADOBE INC15.5K shares38.89%2025-12-312026-01-23

NOW SERVICENOW INC35.8K shares741.39%2025-12-312026-01-23

IDEV ISHARES TR52.6K shares-18.36%2025-12-312026-01-23

OEF ISHARES TR12.8K shares42.78%2025-12-312026-01-23

DGRO ISHARES TR60.8K shares-1.92%2025-12-312026-01-23

Sponsored

HYGW ISHARES TR142.4K shares6.98%2025-12-312026-01-23

IWF ISHARES TR8.9K shares16.78%2025-12-312026-01-23

SCHX SCHWAB STRATEGIC TR152.1K shares-0.65%2025-12-312026-01-23

NFLX NETFLIX INC47.1K shares1108.15%2025-12-312026-01-23

CRDO CREDO TECHNOLOGY GROUP HOLDI27.2K shares13.75%2025-12-312026-01-23

SCHG SCHWAB STRATEGIC TR126.4K shares12.50%2025-12-312026-01-23

QCOM QUALCOMM INC25.4K shares-4.70%2025-12-312026-01-23

XLK SELECT SECTOR SPDR TR27.6K shares30.60%2025-12-312026-01-23

Sponsored

IXUS ISHARES TR45.5K shares1.73%2025-12-312026-01-23

AXP AMERICAN EXPRESS CO10.9K shares-0.74%2025-12-312026-01-23

VRT VERTIV HOLDINGS CO22.3K shares120.29%2025-12-312026-01-23

DIS DISNEY WALT CO33.9K shares8.99%2025-12-312026-01-23

IBM INTERNATIONAL BUSINESS MACHS11.8K shares8.66%2025-12-312026-01-23

IGLB ISHARES TR70.5K sharesnew addition2025-12-312026-01-23

BALI BLACKROCK ETF TRUST109.4K shares-3.98%2025-12-312026-01-23

LMT LOCKHEED MARTIN CORP5.9K shares1.52%2025-12-312026-01-23

Sponsored

FBND FIDELITY MERRIMACK STR TR74.3K sharesnew addition2025-12-312026-01-23

DFAC DIMENSIONAL ETF TRUST84.0K shares221.85%2025-12-312026-01-23

PMAR INNOVATOR ETFS TRUST75.6K shares-6.42%2025-12-312026-01-23

TEM TEMPUS AI INC48.4K shares-50.65%2025-12-312026-01-23

CITIGROUP INC CITIGROUP INC28.6K shares-18.54%2025-12-312026-01-23

LRGF ISHARES TR48.4K shares-1.30%2025-12-312026-01-23

FTNT FORTINET INC44.7K shares16.46%2025-12-312026-01-23

MEDTRONIC PLC MEDTRONIC PLC34.8K shares8.50%2025-12-312026-01-23

Sponsored

AMGN AMGEN INC10.2K shares4.39%2025-12-312026-01-23

BSCQ INVESCO EXCH TRD SLF IDX FD171.1K shares-8.87%2025-12-312026-01-23

MCD MCDONALDS CORP10.9K shares-0.88%2025-12-312026-01-23

SGOV ISHARES TR33.2K shares79.49%2025-12-312026-01-23

ARB ALTSHARES TRUST113.4K shares2.10%2025-12-312026-01-23

ZTS ZOETIS INC26.0K shares-6.68%2025-12-312026-01-23

VCIT VANGUARD SCOTTSDALE FDS38.6K shares-6.13%2025-12-312026-01-23

VTV VANGUARD INDEX FDS16.2K shares-17.79%2025-12-312026-01-23

Sponsored

NEM NEWMONT CORP27.9K shares53.52%2025-12-312026-01-23

VXUS VANGUARD STAR FDS40.2K shares-4.17%2025-12-312026-01-23

VRTX VERTEX PHARMACEUTICALS INC7.1K shares-2.50%2025-12-312026-01-23

WMT WALMART INC26.2K shares-33.27%2025-12-312026-01-23

SJNK SPDR SERIES TRUST122.3K shares-16.78%2025-12-312026-01-23

MBB ISHARES TR32.5K shares-32.04%2025-12-312026-01-23

VST VISTRA CORP18.7K shares98.68%2025-12-312026-01-23

QYLD GLOBAL X FDS171.9K shares0.13%2025-12-312026-01-23

Sponsored

WM WASTE MGMT INC DEL13.8K shares-10.84%2025-12-312026-01-23

ITOT ISHARES TR20.0K shares3.81%2025-12-312026-01-23

ESS ESSEX PPTY TR INC11.7K shares9.03%2025-12-312026-01-23

DFCF DIMENSIONAL ETF TRUST70.6K sharesnew addition2025-12-312026-01-23

T AT&T INC127.2K shares15.78%2025-12-312026-01-23

PEP PEPSICO INC20.3K shares1.60%2025-12-312026-01-23

SHOP SHOPIFY INC18.4K shares-7.77%2025-12-312026-01-23

RTX RTX CORPORATION14.1K shares2.17%2025-12-312026-01-23

Sponsored

TJX TJX COS INC NEW18.1K shares-9.41%2025-12-312026-01-23

ESGU ISHARES TR18.9K shares-1.20%2025-12-312026-01-23

SCCO SOUTHERN COPPER CORP15.7K shares-11.60%2025-12-312026-01-23

ADP AUTOMATIC DATA PROCESSING IN10.9K shares26.20%2025-12-312026-01-23

VUG VANGUARD INDEX FDS5.8K shares-2.58%2025-12-312026-01-23

FTAI AVIATION LTD FTAI AVIATION LTD10.1K shares0.80%2025-12-312026-01-23

MUB ISHARES TR25.6K shares-3.92%2025-12-312026-01-23

SCHC SCHWAB STRATEGIC TR57.2K sharesnew addition2025-12-312026-01-23

Sponsored

SCHW SCHWAB CHARLES CORP26.2K shares11.59%2025-12-312026-01-23

HDV ISHARES TR21.0K shares1.60%2025-12-312026-01-23

BALT INNOVATOR ETFS TRUST79.1K shares28.57%2025-12-312026-01-23

CAT CATERPILLAR INC4.1K shares11.74%2025-12-312026-01-23

EMHY ISHARES INC65.3K shares55.54%2025-12-312026-01-23

PGHY INVESCO EXCH TRADED FD TR II131.9K sharesnew addition2025-12-312026-01-23

PG PROCTER AND GAMBLE CO18.2K shares10.85%2025-12-312026-01-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.2K shares-0.23%2025-12-312026-01-23

Sponsored

CME CME GROUP INC9.3K shares8.84%2025-12-312026-01-23

ALAB ASTERA LABS INC14.3K shares32.38%2025-12-312026-01-23

ABT ABBOTT LABS21.2K shares-14.39%2025-12-312026-01-23

VOOG VANGUARD ADMIRAL FDS INC5.7K shares2.08%2025-12-312026-01-23

PAVE GLOBAL X FDS49.7K shares11.16%2025-12-312026-01-23

ATO ATMOS ENERGY CORP15.0K shares2.11%2025-12-312026-01-23

VONG VANGUARD SCOTTSDALE FDS20.9K shares2.57%2025-12-312026-01-23

CMI CUMMINS INC4.4K shares7.11%2025-12-312026-01-23

Sponsored

CTAS CINTAS CORP12.9K shares6.51%2025-12-312026-01-23

SPEM SPDR INDEX SHS FDS51.6K shares6.55%2025-12-312026-01-23

MC MOELIS & CO31.7K shares9.64%2025-12-312026-01-23

ABNB AIRBNB INC18.7K shares0.34%2025-12-312026-01-23

INTU INTUIT4.5K shares6.62%2025-12-312026-01-23

OKTA OKTA INC27.2K shares0.37%2025-12-312026-01-23

ARISTA NETWORKS INC ARISTA NETWORKS INC18.6K shares36.50%2025-12-312026-01-23

JQUA J P MORGAN EXCHANGE TRADED F37.4K shares156.65%2025-12-312026-01-23

Sponsored

FIX COMFORT SYS USA INC2.1K shares23.39%2025-12-312026-01-23

PFE PFIZER INC92.3K shares-0.98%2025-12-312026-01-23

GTO INVESCO ACTIVELY MANAGED EXC49.0K sharesnew addition2025-12-312026-01-23

INTF ISHARES TR59.4K shares-1.40%2025-12-312026-01-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T47.3K shares13.00%2025-12-312026-01-23

VYM VANGUARD WHITEHALL FDS15.4K shares-1.44%2025-12-312026-01-23

WMB WILLIAMS COS INC37.0K shares-5.04%2025-12-312026-01-23

MS MORGAN STANLEY12.0K shares-13.27%2025-12-312026-01-23

Sponsored

WFC WELLS FARGO CO NEW25.7K shares-1.18%2025-12-312026-01-23

OUTFRONT MEDIA INC OUTFRONT MEDIA INC89.9K shares-1.70%2025-12-312026-01-23

MTUM ISHARES TR8.5K shares28.72%2025-12-312026-01-23

BUFR FIRST TR EXCHNG TRADED FD VI63.1K shares25.60%2025-12-312026-01-23

MERCK & CO INC MERCK & CO INC20.0K shares0.34%2025-12-312026-01-23

IJR ISHARES TR16.8K shares-1.30%2025-12-312026-01-23

QTOP ISHARES TR66.7K shares45.74%2025-12-312026-01-23

APH AMPHENOL CORP NEW13.7K shares4.48%2025-12-312026-01-23

Sponsored

AMAT APPLIED MATLS INC6.4K shares37.41%2025-12-312026-01-23

IWR ISHARES TR20.7K shares79.06%2025-12-312026-01-23

GLW CORNING INC22.1K shares-37.80%2025-12-312026-01-23

TLH ISHARES TR20.3K shares-16.38%2025-12-312026-01-23

VWOB VANGUARD WHITEHALL FDS30.6K shares11.35%2025-12-312026-01-23

AZN ASTRAZENECA PLC21.9K shares5.24%2025-12-312026-01-23

ITB ISHARES TR18.9K sharesnew addition2025-12-312026-01-23

FREL FIDELITY COVINGTON TRUST72.3K shares15.16%2025-12-312026-01-23

Sponsored

MEDP MEDPACE HLDGS INC3.3K shares4.40%2025-12-312026-01-23

PYPL PAYPAL HLDGS INC35.2K shares-2.14%2025-12-312026-01-23

VTEC VANGUARD CALIF TAX FREE FDS19.8K shares0.00%2025-12-312026-01-23

VGT VANGUARD WORLD FD2.6K shares24.19%2025-12-312026-01-23

EMR EMERSON ELEC CO13.2K shares-0.71%2025-12-312026-01-23

BIV VANGUARD BD INDEX FDS25.1K shares0.51%2025-12-312026-01-23

BAI BLACKROCK ETF TRUST55.9K shares56.01%2025-12-312026-01-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.9K shares0.74%2025-12-312026-01-23

Sponsored

BIL SPDR SERIES TRUST20.9K shares-15.53%2025-12-312026-01-23

EMLC VANECK ETF TRUST73.7K sharesnew addition2025-12-312026-01-23

AMCR AMCOR PLC46.5K shares-77.24%2025-12-312026-01-23

GDX VANECK ETF TRUST19.6K sharesnew addition2025-12-312026-01-23

BIDD BLACKROCK ETF TRUST62.9K shares-56.11%2025-12-312026-01-23

TMUS T-MOBILE US INC10.1K shares20.23%2025-12-312026-01-23

BOCT INNOVATOR ETFS TRUST37.4K shares0.21%2025-12-312026-01-23

APD AIR PRODS & CHEMS INC7.0K shares3.98%2025-12-312026-01-23

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CGDV CAPITAL GROUP DIVIDEND VALUE41.4K shares602.73%2025-12-312026-01-23

XCEM COLUMBIA ETF TR II45.3K shares2.96%2025-12-312026-01-23

QQQM INVESCO EXCH TRADED FD TR II7.1K shares9.84%2025-12-312026-01-23

THRO BLACKROCK ETF TRUST46.4K shares2.74%2025-12-312026-01-23

DDOG DATADOG INC15.2K sharesnew addition2025-12-312026-01-23

MPWR MONOLITHIC PWR SYS INC1.7K shares13.87%2025-12-312026-01-23

NDAQ NASDAQ INC17.8K shares-14.20%2025-12-312026-01-23

SPMB SPDR SERIES TRUST78.8K shares-2.57%2025-12-312026-01-23

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IGM ISHARES TR13.5K shares-3.38%2025-12-312026-01-23

IMCV ISHARES TR20.4K shares3.72%2025-12-312026-01-23

OHI OMEGA HEALTHCARE INVS INC38.6K shares2.24%2025-12-312026-01-23

CL COLGATE PALMOLIVE CO20.3K shares16.02%2025-12-312026-01-23

COP CONOCOPHILLIPS17.2K shares-3.53%2025-12-312026-01-23

BSCR INVESCO EXCH TRD SLF IDX FD85.2K shares30.90%2025-12-312026-01-23

GSLC GOLDMAN SACHS ETF TR12.4K sharesnew addition2025-12-312026-01-23

IMCG ISHARES TR19.8K shares3.69%2025-12-312026-01-23

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VB VANGUARD INDEX FDS6.0K shares93.10%2025-12-312026-01-23

CMCSA COMCAST CORP NEW58.6K shares17.73%2025-12-312026-01-23

PFEB INNOVATOR ETFS TRUST39.0K shares-11.36%2025-12-312026-01-23

AHR AMERICAN HEALTHCARE REIT INC33.2K shares-2.49%2025-12-312026-01-23

SBRA SABRA HEALTH CARE REIT INC81.9K shares0.95%2025-12-312026-01-23

HST HOST HOTELS & RESORTS INC84.5K shares2.59%2025-12-312026-01-23

ET ENERGY TRANSFER L P90.5K shares1.32%2025-12-312026-01-23

STWD STARWOOD PPTY TR INC84.2K shares22.35%2025-12-312026-01-23

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SPGI S&P GLOBAL INC2.9K shares-6.08%2025-12-312026-01-23

SHYM BLACKROCK ETF TRUST II69.6K shares-2.01%2025-12-312026-01-23

CVS CVS HEALTH CORP19.8K shares8.16%2025-12-312026-01-23

SAP SAP SE6.7K shares-12.89%2025-12-312026-01-23

OWL BLUE OWL CAPITAL INC97.5K shares30.09%2025-12-312026-01-23

COWZ PACER FDS TR25.0K shares-5.61%2025-12-312026-01-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.4K shares-50.10%2025-12-312026-01-23

BAC-PL BANK AMERICA CORP1.2K shares6.63%2025-12-312026-01-23

Sponsored

URI UNITED RENTALS INC1.6K shares2.60%2025-12-312026-01-23

IYW ISHARES TR7.4K shares-43.66%2025-12-312026-01-23

SPSB SPDR SERIES TRUST48.9K shares25.14%2025-12-312026-01-23

BLACKROCK INC BLACKROCK INC1.3K shares-1.55%2025-12-312026-01-23

XLC SELECT SECTOR SPDR TR12.8K shares0.04%2025-12-312026-01-23

RACE FERRARI N V4.3K shares-16.33%2025-12-312026-01-23

VGIT VANGUARD SCOTTSDALE FDS24.6K shares4.56%2025-12-312026-01-23

SCHA SCHWAB STRATEGIC TR47.9K shares-26.40%2025-12-312026-01-23

Sponsored

WPC WP CAREY INC20.8K shares-16.26%2025-12-312026-01-23

BA BOEING CO5.9K shares10.04%2025-12-312026-01-23

JKHY HENRY JACK & ASSOC INC7.7K shares14.91%2025-12-312026-01-23

PGR PROGRESSIVE CORP7.2K shares78.21%2025-12-312026-01-23

CW CURTISS WRIGHT CORP2.2K shares9.96%2025-12-312026-01-23

DFAI DIMENSIONAL ETF TRUST36.6K sharesnew addition2025-12-312026-01-23

JMUB J P MORGAN EXCHANGE TRADED F28.5K shares-22.94%2025-12-312026-01-23

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP36.2K shares0.86%2025-12-312026-01-23

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DHI D R HORTON INC9.1K shares23.44%2025-12-312026-01-23

JCPB J P MORGAN EXCHANGE TRADED F30.0K shares-12.62%2025-12-312026-01-23

XLV SELECT SECTOR SPDR TR9.1K shares8.74%2025-12-312026-01-23

IFRA ISHARES TR25.0K shares5.45%2025-12-312026-01-23

BA-PA BOEING CO18.0K shares6.97%2025-12-312026-01-23

JULW AIM ETF PRODUCTS TRUST35.6K shares0.00%2025-12-312026-01-23

IDXX IDEXX LABS INC1.9K shares3.28%2025-12-312026-01-23

UPS UNITED PARCEL SERVICE INC13.0K shares30.68%2025-12-312026-01-23

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SHYG ISHARES TR32.1K shares1.54%2025-12-312026-01-23

LNG CHENIERE ENERGY INC6.7K shares44.55%2025-12-312026-01-23

LTC LTC PPTYS INC37.3K shares4.62%2025-12-312026-01-23

SBUX STARBUCKS CORP14.7K shares-22.12%2025-12-312026-01-23

O REALTY INCOME CORP22.2K shares22.67%2025-12-312026-01-23

KNSL KINSALE CAP GROUP INC3.4K shares21.13%2025-12-312026-01-23

TXN TEXAS INSTRS INC7.1K shares10.70%2025-12-312026-01-23

MGK VANGUARD WORLD FD3.3K shares2.18%2025-12-312026-01-23

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IGSB ISHARES TR25.7K shares-37.47%2025-12-312026-01-23

CGUS CAPITAL GROUP CORE EQUITY ET33.0K sharesnew addition2025-12-312026-01-23

EMBJ EMBRAER S.A.18.4K shares9.33%2025-12-312026-01-23

FCX FREEPORT-MCMORAN INC22.9K shares-7.84%2025-12-312026-01-23

WHR WHIRLPOOL CORP15.4K shares87.17%2025-12-312026-01-23

JEPI J P MORGAN EXCHANGE TRADED F22.9K shares-26.01%2025-12-312026-01-23

SILA SILA REALTY TRUST INC55.7K shares0.00%2025-12-312026-01-23

AEM AGNICO EAGLE MINES LTD6.7K shares2.76%2025-12-312026-01-23

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RMBS RAMBUS INC DEL12.3K shares4.38%2025-12-312026-01-23

RCL ROYAL CARIBBEAN GROUP4.8K shares33.83%2025-12-312026-01-23

LHX L3HARRIS TECHNOLOGIES INC3.8K shares-26.00%2025-12-312026-01-23

OKE ONEOK INC NEW17.8K shares7.26%2025-12-312026-01-23

BUFZ FIRST TR EXCHNG TRADED FD VI49.6K shares20.22%2025-12-312026-01-23

SCHM SCHWAB STRATEGIC TR41.0K shares49.82%2025-12-312026-01-23

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II17.9K shares-1.32%2025-12-312026-01-23

AEP AMERICAN ELEC PWR CO INC10.9K shares14.90%2025-12-312026-01-23

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IUSV ISHARES TR12.4K shares-22.27%2025-12-312026-01-23

HYLB DBX ETF TR35.2K shares190.02%2025-12-312026-01-23

HLNE HAMILTON LANE INC8.5K shares17.12%2025-12-312026-01-23

DOC HEALTHPEAK PROPERTIES INC72.9K shares6.23%2025-12-312026-01-23

LVHI LEGG MASON ETF INVT33.9K shares-6.74%2025-12-312026-01-23

DE DEERE & CO2.5K shares-0.04%2025-12-312026-01-23

CGCB CAPITAL GRP FIXED INCM ETF T48.3K sharesnew addition2025-12-312026-01-23

TNL TRAVEL PLUS LEISURE CO17.7K shares3.00%2025-12-312026-01-23

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UI UBIQUITI INC2.3K shares38.60%2025-12-312026-01-23

FLMI FRANKLIN TEMPLETON ETF TR51.0K shares-23.17%2025-12-312026-01-23

COF CAPITAL ONE FINL CORP5.3K shares-13.40%2025-12-312026-01-23

CPRT COPART INC31.0K shares23.51%2025-12-312026-01-23

SO SOUTHERN CO14.3K shares5.06%2025-12-312026-01-23

XDEC FIRST TR EXCHNG TRADED FD VI30.9K shares-0.42%2025-12-312026-01-23

BXSL BLACKSTONE SECD LENDING FD47.9K shares-3.50%2025-12-312026-01-23

DFAS DIMENSIONAL ETF TRUST17.0K sharesnew addition2025-12-312026-01-23

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SCHD SCHWAB STRATEGIC TR43.6K shares59.26%2025-12-312026-01-23

KNTK KINETIK HOLDINGS INC32.4K shares4.10%2025-12-312026-01-23

GE AEROSPACE GE AEROSPACE3.8K shares30.53%2025-12-312026-01-23

STRL STERLING INFRASTRUCTURE INC3.5K shares8.00%2025-12-312026-01-23

ADSK AUTODESK INC4.7K shares19.73%2025-12-312026-01-23

SMLF ISHARES TR15.5K shares155.86%2025-12-312026-01-23

TER TERADYNE INC5.4K shares-40.47%2025-12-312026-01-23

DFUV DIMENSIONAL ETF TRUST25.1K sharesnew addition2025-12-312026-01-23

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XJUN FIRST TR EXCHNG TRADED FD VI28.3K shares-1.13%2025-12-312026-01-23

NEE NEXTERA ENERGY INC14.6K shares5.78%2025-12-312026-01-23

EPR EPR PPTYS21.8K shares5.16%2025-12-312026-01-23

UCON FIRST TR EXCHNG TRADED FD VI48.1K sharesnew addition2025-12-312026-01-23

VTEB VANGUARD MUN BD FDS23.8K shares-1.06%2025-12-312026-01-23

MSIF MSC INCOME FUND INC91.4K shares4.57%2025-12-312026-01-23

JBBB JANUS DETROIT STR TR24.8K shares3.27%2025-12-312026-01-23

MELI MERCADOLIBRE INC574 shares8.51%2025-12-312026-01-23

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VSS VANGUARD INTL EQUITY INDEX F8.0K shares-66.67%2025-12-312026-01-23

EXC EXELON CORP26.2K shares4.56%2025-12-312026-01-23

FLHY FRANKLIN TEMPLETON ETF TR47.6K sharesnew addition2025-12-312026-01-23

CWEN.A CLEARWAY ENERGY INC34.5K shares-1.28%2025-12-312026-01-23

XLU SELECT SECTOR SPDR TR26.9K shares124.40%2025-12-312026-01-23

CMG CHIPOTLE MEXICAN GRILL INC29.0K shares53.74%2025-12-312026-01-23

IGIB ISHARES TR21.3K shares-13.62%2025-12-312026-01-23

DXPE DXP ENTERPRISES INC9.3K shares0.00%2025-12-312026-01-23

Sponsored

DFAE DIMENSIONAL ETF TRUST33.4K sharesnew addition2025-12-312026-01-23

IBDS ISHARES TR47.0K shares32.39%2025-12-312026-01-23

RMD RESMED INC4.4K shares15.82%2025-12-312026-01-23

IQM FRANKLIN TEMPLETON ETF TR11.8K shares69.91%2025-12-312026-01-23

IAGG ISHARES TR22.7K shares29.13%2025-12-312026-01-23

FSK FS KKR CAP CORP78.4K shares-18.11%2025-12-312026-01-23

XMAR FIRST TR EXCHNG TRADED FD VI28.4K shares-15.61%2025-12-312026-01-23

ENB ENBRIDGE INC23.8K shares11.35%2025-12-312026-01-23

Sponsored

DFSD DIMENSIONAL ETF TRUST23.6K shares461.48%2025-12-312026-01-23

ZS ZSCALER INC5.3K shares-44.95%2025-12-312026-01-23

PLMR PALOMAR HLDGS INC8.8K shares16.92%2025-12-312026-01-23

SEIC SEI INVTS CO13.1K shares16.48%2025-12-312026-01-23

KMI KINDER MORGAN INC DEL40.1K shares3.81%2025-12-312026-01-23

MUFG MITSUBISHI UFJ FINL GROUP IN59.2K shares9.77%2025-12-312026-01-23

BBVA BANCO BILBAO VIZCAYA ARGENTA45.8K shares9.12%2025-12-312026-01-23

ACWV ISHARES INC9.3K sharesnew addition2025-12-312026-01-23

Sponsored

VNQ VANGUARD INDEX FDS11.9K shares6.40%2025-12-312026-01-23

SCHV SCHWAB STRATEGIC TR35.7K shares0.36%2025-12-312026-01-23

VBR VANGUARD INDEX FDS4.9K shares0.06%2025-12-312026-01-23

CBSH COMMERCE BANCSHARES INC20.3K shares26.30%2025-12-312026-01-23

TT TRANE TECHNOLOGIES PLC2.8K shares-4.27%2025-12-312026-01-23

DOW DOW INC39.6K shares4.40%2025-12-312026-01-23

MMC MARSH & MCLENNAN COS INC5.9K shares8.32%2025-12-312026-01-23

EFG ISHARES TR9.0K shares-56.32%2025-12-312026-01-23

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OTF BLUE OWL TECHNOLOGY FIN CORP75.2K shares79.34%2025-12-312026-01-23

ODFL OLD DOMINION FREIGHT LINE IN6.1K shares-14.55%2025-12-312026-01-23

HMY HARMONY GOLD MINING CO LTD48.7K shares8.32%2025-12-312026-01-23

COOPER COS INC COOPER COS INC12.9K shares88.43%2025-12-312026-01-23

SPMO INVESCO EXCH TRADED FD TR II8.8K shares51.48%2025-12-312026-01-23

GEV GE VERNOVA INC1.5K shares-7.66%2025-12-312026-01-23

IBDR ISHARES TR43.0K shares-25.76%2025-12-312026-01-23

EMGF ISHARES INC17.0K sharesnew addition2025-12-312026-01-23

Sponsored

SLV ISHARES SILVER TR12.8K shares17.13%2025-12-312026-01-23

PLD PROLOGIS INC.7.8K shares-16.75%2025-12-312026-01-23

BITB BITWISE BITCOIN ETF TR19.9K shares31.86%2025-12-312026-01-23

VRSK VERISK ANALYTICS INC4.7K shares-7.12%2025-12-312026-01-23

GFI GOLD FIELDS LTD20.8K shares8.68%2025-12-312026-01-23

PSX PHILLIPS 667.3K shares-4.15%2025-12-312026-01-23

PEN PENUMBRA INC2.9K shares-21.37%2025-12-312026-01-23

BKNG BOOKING HOLDINGS INC198 shares-6.60%2025-12-312026-01-23

Sponsored

IDCC INTERDIGITAL INC3.3K shares1.62%2025-12-312026-01-23

CLSK CLEANSPARK INC75.2K shares0.00%2025-12-312026-01-23

SHYD VANECK ETF TRUST43.5K shares1.21%2025-12-312026-01-23

HOOD ROBINHOOD MKTS INC9.1K shares91.33%2025-12-312026-01-23

EWY ISHARES INC8.8K shares1.88%2025-12-312026-01-23

LINDE PLC LINDE PLC2.2K shares-3.86%2025-12-312026-01-23

SYK STRYKER CORPORATION2.7K shares-24.91%2025-12-312026-01-23

CGGR CAPITAL GROUP GROWTH ETF21.8K sharesnew addition2025-12-312026-01-23

Sponsored

ACWX ISHARES TR13.9K shares62.55%2025-12-312026-01-23

CCJ CAMECO CORP8.2K shares42.04%2025-12-312026-01-23

NVT NVENT ELECTRIC PLC8.4K shares9.90%2025-12-312026-01-23

SPG SIMON PPTY GROUP INC NEW5.1K shares-21.16%2025-12-312026-01-23

EOG EOG RES INC9.0K shares-14.18%2025-12-312026-01-23

AGNC AGNC INVT CORP78.4K shares5.10%2025-12-312026-01-23

LNC LINCOLN NATL CORP IND22.8K shares2.79%2025-12-312026-01-23

CYBR CYBERARK SOFTWARE LTD2.0K shares-1.54%2025-12-312026-01-23

Sponsored

HON HONEYWELL INTL INC4.2K shares-0.02%2025-12-312026-01-23

SBSW SIBANYE STILLWATER LTD54.3K shares8.97%2025-12-312026-01-23

BVN COMPANIA DE MINAS BUENAVENTU26.2K shares9.31%2025-12-312026-01-23

KVUE KENVUE INC52.8K shares11.69%2025-12-312026-01-23

BCS BARCLAYS PLC34.6K shares9.32%2025-12-312026-01-23

JPST J P MORGAN EXCHANGE TRADED F17.6K shares-6.22%2025-12-312026-01-23

CENCORA INC CENCORA INC2.5K shares-1.45%2025-12-312026-01-23

D DOMINION ENERGY INC14.5K shares10.80%2025-12-312026-01-23

Sponsored

VOOV VANGUARD ADMIRAL FDS INC4.2K shares-11.57%2025-12-312026-01-23

CSMD PROFESIONALLY MANAGED PORTFO25.8K shares-4.41%2025-12-312026-01-23

DFIV DIMENSIONAL ETF TRUST17.2K shares3.10%2025-12-312026-01-23

KKR & CO INC KKR & CO INC6.7K shares5.85%2025-12-312026-01-23

VBK VANGUARD INDEX FDS2.7K shares1.80%2025-12-312026-01-23

HYG ISHARES TR10.8K shares-22.34%2025-12-312026-01-23

ELV ELEVANCE HEALTH INC FORMERLY2.3K sharesnew addition2025-12-312026-01-23

UNILEVER PLC UNILEVER PLC13.5K sharesnew addition2025-12-312026-01-23

Sponsored

FVAL FIDELITY COVINGTON TRUST11.9K sharesnew addition2025-12-312026-01-23

BWXT BWX TECHNOLOGIES INC3.9K shares10.84%2025-12-312026-01-23

TSLX SIXTH STREET SPECIALTY LENDI38.5K shares6.27%2025-12-312026-01-23

EATON CORP PLC EATON CORP PLC2.5K shares-41.93%2025-12-312026-01-23

PAYX PAYCHEX INC7.6K shares-7.81%2025-12-312026-01-23

CYD CHINA YUCHAI INTL LTD19.6K shares9.51%2025-12-312026-01-23

BSX BOSTON SCIENTIFIC CORP9.5K shares0.97%2025-12-312026-01-23

CR CRANE COMPANY4.0K shares4.37%2025-12-312026-01-23

Sponsored

LOW LOWES COS INC3.0K shares12.21%2025-12-312026-01-23

AMP AMERIPRISE FINL INC1.6K shares15.66%2025-12-312026-01-23

MNST MONSTER BEVERAGE CORP NEW10.6K shares15.12%2025-12-312026-01-23

MDLZ MONDELEZ INTL INC14.5K shares-15.70%2025-12-312026-01-23

CRWV COREWEAVE INC8.2K shares-84.04%2025-12-312026-01-23

AON PLC AON PLC2.4K shares-8.75%2025-12-312026-01-23

ESML ISHARES TR16.6K shares0.19%2025-12-312026-01-23

BK BANK NEW YORK MELLON CORP6.7K shares-4.70%2025-12-312026-01-23

Sponsored

WTPI WISDOMTREE TR24.2K shares21.05%2025-12-312026-01-23

CSX CSX CORP22.4K shares2.62%2025-12-312026-01-23

CEG CONSTELLATION ENERGY CORP2.6K shares-4.95%2025-12-312026-01-23

AGGY WISDOMTREE TR18.4K shares-11.56%2025-12-312026-01-23

DJUN FIRST TR EXCHNG TRADED FD VI17.0K shares0.00%2025-12-312026-01-23

ALL ALLSTATE CORP4.2K shares40.30%2025-12-312026-01-23

EFAV ISHARES TR9.2K shares-6.72%2025-12-312026-01-23

MET METLIFE INC10.4K shares-11.96%2025-12-312026-01-23

Sponsored

EMB ISHARES TR8.3K shares-11.46%2025-12-312026-01-23

BXMT BLACKSTONE MTG TR INC40.4K shares5.48%2025-12-312026-01-23

MPC MARATHON PETE CORP4.5K shares14.46%2025-12-312026-01-23

XME SPDR SERIES TRUST6.4K sharesnew addition2025-12-312026-01-23

NU NU HLDGS LTD47.7K shares107.43%2025-12-312026-01-23

MAR MARRIOTT INTL INC NEW2.4K shares46.29%2025-12-312026-01-23

MINT PIMCO ETF TR7.9K shares6.86%2025-12-312026-01-23

BARRICK MNG CORP BARRICK MNG CORP16.2K shares98.71%2025-12-312026-01-23

Sponsored

XLI SELECT SECTOR SPDR TR4.7K shares-19.09%2025-12-312026-01-23

VBIL VANGUARD INSTL INDEX FD10.3K shares4.38%2025-12-312026-01-23

STERIS PLC STERIS PLC2.9K shares8.63%2025-12-312026-01-23

IRM IRON MTN INC DEL8.0K shares-48.79%2025-12-312026-01-23

AVEM AMERICAN CENTY ETF TR9.5K shares-35.96%2025-12-312026-01-23

F FORD MTR CO56.6K shares-1.17%2025-12-312026-01-23

IHDG WISDOMTREE TR15.1K sharesnew addition2025-12-312026-01-23

JHMM JOHN HANCOCK EXCHANGE TRADED11.1K sharesnew addition2025-12-312026-01-23

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BEP BROOKFIELD RENEWABLE PARTNER27.0K shares-4.70%2025-12-312026-01-23

GCOW PACER FDS TR17.9K shares3.04%2025-12-312026-01-23

VFMO VANGUARD WELLINGTON FD3.7K shares0.58%2025-12-312026-01-23

ZALT INNOVATOR ETFS TRUST23.1K shares26.64%2025-12-312026-01-23

RMT ROYCE MICRO-CAP TR INC65.3K shares0.00%2025-12-312026-01-23

AOD ABRDN TOTAL DYNAMIC DIVIDEND76.1K shares-5.21%2025-12-312026-01-23

SE SEA LTD6.2K shares14.70%2025-12-312026-01-23

FDX FEDEX CORP2.4K shares-18.01%2025-12-312026-01-23

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WDC WESTERN DIGITAL CORP3.3K sharesnew addition2025-12-312026-01-23

SNPS SYNOPSYS INC1.4K shares-22.34%2025-12-312026-01-23

IMCB ISHARES TR8.5K shares-0.23%2025-12-312026-01-23

KHPI MANAGED PORTFOLIO SERIES28.5K sharesnew addition2025-12-312026-01-23

BTI BRITISH AMERN TOB PLC12.6K shares6.98%2025-12-312026-01-23

RELX RELX PLC17.6K shares-28.98%2025-12-312026-01-23

TPYP TORTOISE CAPITAL SERIES TRUS20.3K shares18.62%2025-12-312026-01-23

CDNS CADENCE DESIGN SYSTEM INC2.3K shares-44.04%2025-12-312026-01-23

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN8.8K shares-96.24%2025-12-312026-01-23

MCO MOODYS CORP1.3K shares-21.56%2025-12-312026-01-23

VMI VALMONT INDS INC1.6K shares11.84%2025-12-312026-01-23

BJ BJS WHSL CLUB HLDGS INC7.6K shares10.22%2025-12-312026-01-23

OCTW AIM ETF PRODUCTS TRUST17.9K shares0.00%2025-12-312026-01-23

DFGP DIMENSIONAL ETF TRUST12.9K sharesnew addition2025-12-312026-01-23

OXY OCCIDENTAL PETE CORP16.3K shares-1.83%2025-12-312026-01-23

IGF ISHARES TR11.2K shares1.26%2025-12-312026-01-23

Sponsored

DBEF DBX ETF TR13.8K shares0.00%2025-12-312026-01-23

VNET VNET GROUP INC65.2K shares10.69%2025-12-312026-01-23

HIMU BLACKROCK ETF TRUST II13.8K shares5.26%2025-12-312026-01-23

BMY BRISTOL-MYERS SQUIBB CO12.3K shares-8.39%2025-12-312026-01-23

Call Option Holdings

HOOD Call CallROBINHOOD MKTS INC10.0K sharesnew addition2025-12-312026-01-23

PLTR Call CallPALANTIR TECHNOLOGIES INC20.0K sharesnew addition2025-12-312026-01-23

Put Option Holdings

BROADCOM INC Put PutBROADCOM INC6.0K shares0.00%2025-12-312026-01-23