The Analysis of DIVERSIFY WEALTH MANAGEMENT, LLC's Holdings
Currently, DIVERSIFY WEALTH MANAGEMENT, LLC holds 622 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in SPYG (+586.6K shares, valued at $63.4M), SPYV (+737.3K shares, valued at $42.8M), IVV (+40.0K shares, valued at $27.9M); decreased their positions in SPY (-51.1K shares, valued at $35.4M), QUAL (-70.7K shares, valued at $14.4M), IHDG (-253.2K shares, valued at $12.9M); initiated new positions in DYNF (+275.3K shares, valued at $16.9M), IVE (+76.7K shares, valued at $16.6M), IUSB (+274.2K shares, valued at $12.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST1.2M shares97.74%2025-12-312026-02-03
SPYV SPDR SERIES TRUST1.8M shares72.05%2025-12-312026-02-03 DFAU DIMENSIONAL ETF TRUST1.1M shares0.22%2025-12-312026-02-03 SPDW SPDR INDEX SHS FDS1.0M shares31.91%2025-12-312026-02-03 NVDA NVIDIA CORPORATION233.6K shares0.10%2025-12-312026-02-03 IVV ISHARES TR44.6K shares879.55%2025-12-312026-02-03 AAPL APPLE INC112.0K shares1.91%2025-12-312026-02-03 AMZN AMAZON COM INC112.7K shares3.44%2025-12-312026-02-03 BKMC BNY MELLON ETF TRUST212.3K shares29.46%2025-12-312026-02-03 MSFT MICROSOFT CORP51.2K shares0.68%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F427.2K shares65.25%2025-12-312026-02-03 ALPHABET INC ALPHABET INC66.7K shares22.76%2025-12-312026-02-03 SCHR SCHWAB STRATEGIC TR831.4K shares12.17%2025-12-312026-02-03 CGCP CAPITAL GRP FIXED INCM ETF T846.9K shares6.25%2025-12-312026-02-03 META META PLATFORMS INC30.3K shares2.42%2025-12-312026-02-03 DFAI DIMENSIONAL ETF TRUST452.6K shares-3.77%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS269.3K shares1168.54%2025-12-312026-02-03 NOW SERVICENOW INC124.4K shares416.96%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR24.4K shares-67.67%2025-12-312026-02-03 DYNF BLACKROCK ETF TRUST275.3K sharesnew addition2025-12-312026-02-03 DFCF DIMENSIONAL ETF TRUST389.7K shares13.74%2025-12-312026-02-03 IVE ISHARES TR76.7K sharesnew addition2025-12-312026-02-03 IVW ISHARES TR125.1K shares2779.13%2025-12-312026-02-03 SPHY SPDR SERIES TRUST644.8K shares18.18%2025-12-312026-02-03 DFAC DIMENSIONAL ETF TRUST360.0K shares-7.25%2025-12-312026-02-03 BROADCOM INC BROADCOM INC40.3K shares-4.98%2025-12-312026-02-03 IEMG ISHARES INC186.7K shares2625.73%2025-12-312026-02-03 IUSB ISHARES TR274.2K sharesnew addition2025-12-312026-02-03 SCHO SCHWAB STRATEGIC TR516.6K shares4.68%2025-12-312026-02-03 USIG ISHARES TR240.2K shares31.26%2025-12-312026-02-03 GOVT ISHARES TR539.9K shares37.45%2025-12-312026-02-03 VO VANGUARD INDEX FDS40.2K shares14.24%2025-12-312026-02-03 SPSM SPDR SERIES TRUST244.1K shares53.88%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW12.7K shares2.69%2025-12-312026-02-03 VB VANGUARD INDEX FDS43.2K shares-1.07%2025-12-312026-02-03 AVUV AMERICAN CENTY ETF TR105.5K shares7.88%2025-12-312026-02-03 PULS PGIM ETF TR216.8K shares26.06%2025-12-312026-02-03 PANW PALO ALTO NETWORKS INC54.2K shares4.93%2025-12-312026-02-03 ALPHABET INC ALPHABET INC30.7K shares7.72%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.33.0K shares2.91%2025-12-312026-02-03 EFV ISHARES TR139.9K shares2721.54%2025-12-312026-02-03 PKG PACKAGING CORP AMER46.1K shares0.08%2025-12-312026-02-03 BAC BANK AMERICA CORP182.1K shares53.70%2025-12-312026-02-03 STGW STAGWELL INC1.8M shares0.00%2025-12-312026-02-03 OEF ISHARES TR27.4K sharesnew addition2025-12-312026-02-03 SCHA SCHWAB STRATEGIC TR309.8K shares0.82%2025-12-312026-02-03 SCHC SCHWAB STRATEGIC TR197.6K shares1057.03%2025-12-312026-02-03 ORCL ORACLE CORP45.8K shares-1.12%2025-12-312026-02-03 BND VANGUARD BD INDEX FDS123.5K shares47.20%2025-12-312026-02-03 QUAL ISHARES TR44.6K shares-61.34%2025-12-312026-02-03 VMBS VANGUARD SCOTTSDALE FDS183.5K shares45.85%2025-12-312026-02-03 WMT WALMART INC70.9K shares0.88%2025-12-312026-02-03 BKLN INVESCO EXCH TRADED FD TR II403.8K shares16.08%2025-12-312026-02-03 DFAE DIMENSIONAL ETF TRUST248.0K shares-4.99%2025-12-312026-02-03 FBND FIDELITY MERRIMACK STR TR182.3K shares3.73%2025-12-312026-02-03 VGT VANGUARD WORLD FD10.9K shares70.08%2025-12-312026-02-03 RUN SUNRUN INC451.0K shares2.61%2025-12-312026-02-03 IWF ISHARES TR17.5K shares109.38%2025-12-312026-02-03 TSLA TESLA INC18.3K shares57.51%2025-12-312026-02-03 JPST J P MORGAN EXCHANGE TRADED F160.3K shares5.18%2025-12-312026-02-03 VCIT VANGUARD SCOTTSDALE FDS95.5K shares2265.10%2025-12-312026-02-03 FNDF SCHWAB STRATEGIC TR168.2K shares131.65%2025-12-312026-02-03 TLH ISHARES TR76.3K sharesnew addition2025-12-312026-02-03 HQY HEALTHEQUITY INC90.4K shares-0.08%2025-12-312026-02-03 LLY ELI LILLY & CO7.1K shares-4.69%2025-12-312026-02-03 ABBV ABBVIE INC34.3K shares1.35%2025-12-312026-02-03 V VISA INC22.4K shares3.83%2025-12-312026-02-03 CSCO CISCO SYS INC96.5K shares0.43%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC40.4K shares134.00%2025-12-312026-02-03 SGOV ISHARES TR70.9K shares-8.03%2025-12-312026-02-03 VTI VANGUARD INDEX FDS20.8K shares327.87%2025-12-312026-02-03 MUB ISHARES TR65.5K sharesnew addition2025-12-312026-02-03 MC MOELIS & CO94.9K shares1.24%2025-12-312026-02-03 ATO ATMOS ENERGY CORP41.4K shares-1.19%2025-12-312026-02-03 XLK SELECT SECTOR SPDR TR47.4K shares101.37%2025-12-312026-02-03 CVX CHEVRON CORP NEW41.9K shares0.46%2025-12-312026-02-03 XHLF BONDBLOXX ETF TRUST135.5K shares8.62%2025-12-312026-02-03 BUFB INNOVATOR ETFS TRUST181.8K shares22.14%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC30.3K shares-12.68%2025-12-312026-02-03 MA MASTERCARD INCORPORATED12.0K shares4.02%2025-12-312026-02-03 CMI CUMMINS INC11.4K shares-3.95%2025-12-312026-02-03 VGLT VANGUARD SCOTTSDALE FDS115.1K shares45.92%2025-12-312026-02-03 CME CME GROUP INC24.0K shares1.74%2025-12-312026-02-03 DBEF DBX ETF TR127.9K shares3.70%2025-12-312026-02-03 FREL FIDELITY COVINGTON TRUST220.6K shares40.49%2025-12-312026-02-03 THRO BLACKROCK ETF TRUST154.0K sharesnew addition2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR210.8K shares0.33%2025-12-312026-02-03 HD HOME DEPOT INC15.8K shares1.92%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC154.2K shares-2.30%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS19.8K shares0.15%2025-12-312026-02-03 SHOP SHOPIFY INC35.9K shares-16.63%2025-12-312026-02-03 RTX RTX CORPORATION30.7K shares-9.15%2025-12-312026-02-03 XOM EXXON MOBIL CORP47.0K shares0.46%2025-12-312026-02-03 ABNB AIRBNB INC40.7K shares-1.46%2025-12-312026-02-03 ISRG INTUITIVE SURGICAL INC10.1K shares5.48%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON26.5K shares0.99%2025-12-312026-02-03 SCHG SCHWAB STRATEGIC TR170.8K shares1.04%2025-12-312026-02-03 BIL SPDR SERIES TRUST59.5K shares22.84%2025-12-312026-02-03 CRWD CROWDSTRIKE HLDGS INC11.6K shares-7.31%2025-12-312026-02-03 INTU INTUIT8.9K shares5.61%2025-12-312026-02-03 VWOB VANGUARD WHITEHALL FDS79.6K shares20.21%2025-12-312026-02-03 PM PHILIP MORRIS INTL INC32.1K shares-2.86%2025-12-312026-02-03 VRTX VERTEX PHARMACEUTICALS INC11.7K shares-4.29%2025-12-312026-02-03 ESS ESSEX PPTY TR INC20.9K shares-2.84%2025-12-312026-02-03 MTUM ISHARES TR20.1K shares1003.68%2025-12-312026-02-03 PEP PEPSICO INC36.2K shares-29.15%2025-12-312026-02-03 SNOW SNOWFLAKE INC24.8K shares-9.65%2025-12-312026-02-03 FIX COMFORT SYS USA INC4.8K shares-10.34%2025-12-312026-02-03 MCD MCDONALDS CORP16.7K shares-1.36%2025-12-312026-02-03 DIS DISNEY WALT CO45.5K shares3.86%2025-12-312026-02-03 BAI BLACKROCK ETF TRUST145.5K sharesnew addition2025-12-312026-02-03 CRM SALESFORCE INC21.0K shares-31.61%2025-12-312026-02-03 QCOM QUALCOMM INC30.2K shares-0.33%2025-12-312026-02-03 EMR EMERSON ELEC CO33.8K shares-3.36%2025-12-312026-02-03 FTNT FORTINET INC61.6K shares40.69%2025-12-312026-02-03 NRG NRG ENERGY INC31.7K shares-8.40%2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS21.0K shares-2.71%2025-12-312026-02-03 VYM VANGUARD WHITEHALL FDS31.3K shares78.07%2025-12-312026-02-03 SCHM SCHWAB STRATEGIC TR144.6K shares-0.63%2025-12-312026-02-03 AMCR AMCOR PLC514.5K shares-7.00%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP7.9K shares-3.52%2025-12-312026-02-03 DFAR DIMENSIONAL ETF TRUST187.7K shares-8.61%2025-12-312026-02-03 SYK STRYKER CORPORATION12.3K shares6.25%2025-12-312026-02-03 APD AIR PRODS & CHEMS INC16.3K shares-4.45%2025-12-312026-02-03 IXUS ISHARES TR49.4K shares741.98%2025-12-312026-02-03 AXP AMERICAN EXPRESS CO12.1K shares-2.16%2025-12-312026-02-03 ADP AUTOMATIC DATA PROCESSING IN16.6K shares-1.90%2025-12-312026-02-03 AMGN AMGEN INC12.8K shares-1.63%2025-12-312026-02-03 ZTS ZOETIS INC33.1K shares-5.35%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC12.3K shares-0.96%2025-12-312026-02-03 KO COCA COLA CO57.8K shares0.14%2025-12-312026-02-03 UBER UBER TECHNOLOGIES INC47.3K shares-16.93%2025-12-312026-02-03 APP APPLOVIN CORP6.0K shares-37.32%2025-12-312026-02-03 DFSD DIMENSIONAL ETF TRUST82.4K shares7.04%2025-12-312026-02-03 EW EDWARDS LIFESCIENCES CORP46.8K shares1.22%2025-12-312026-02-03 SCHF SCHWAB STRATEGIC TR157.3K shares-1.94%2025-12-312026-02-03 MBB ISHARES TR40.5K sharesnew addition2025-12-312026-02-03 EMBJ EMBRAER S.A.53.2K shares3.94%2025-12-312026-02-03 NFLX NETFLIX INC42.5K shares2315.91%2025-12-312026-02-03 UNP UNION PAC CORP16.7K shares0.90%2025-12-312026-02-03 FALN ISHARES TR138.0K shares5.98%2025-12-312026-02-03 ADBE ADOBE INC12.2K shares-5.54%2025-12-312026-02-03 OWL BLUE OWL CAPITAL INC245.0K shares26.30%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD11.3K shares1.58%2025-12-312026-02-03 VST VISTRA CORP21.3K shares-1.01%2025-12-312026-02-03 IMCG ISHARES TR43.8K shares5.34%2025-12-312026-02-03 JEPI J P MORGAN EXCHANGE TRADED F61.6K shares16.78%2025-12-312026-02-03 VIK VIKING HOLDINGS LTD49.8K shares-26.20%2025-12-312026-02-03 CELH CELSIUS HLDGS INC67.1K shares-15.54%2025-12-312026-02-03 BINC BLACKROCK ETF TRUST II66.5K sharesnew addition2025-12-312026-02-03 VBR VANGUARD INDEX FDS15.7K shares-0.15%2025-12-312026-02-03 GEV GE VERNOVA INC5.3K shares292.97%2025-12-312026-02-03 TEM TEMPUS AI INC51.5K shares-11.17%2025-12-312026-02-03 CW CURTISS WRIGHT CORP5.4K shares5.37%2025-12-312026-02-03 VTEB VANGUARD MUN BD FDS67.3K shares1099.75%2025-12-312026-02-03 PYPL PAYPAL HLDGS INC59.2K shares-3.84%2025-12-312026-02-03 SLYV SPDR SERIES TRUST34.4K shares43.35%2025-12-312026-02-03 WM WASTE MGMT INC DEL15.1K shares8.59%2025-12-312026-02-03 CGDV CAPITAL GROUP DIVIDEND VALUE73.0K shares58.85%2025-12-312026-02-03 BBVA BANCO BILBAO VIZCAYA ARGENTA130.5K shares5.09%2025-12-312026-02-03 ASML ASML HOLDING N V2.5K shares-4.40%2025-12-312026-02-03 IGSB ISHARES TR59.8K shares-57.00%2025-12-312026-02-03 O REALTY INCOME CORP52.3K shares31.04%2025-12-312026-02-03 HMY HARMONY GOLD MINING CO LTD138.9K shares2.22%2025-12-312026-02-03 SAP SAP SE12.3K shares-15.56%2025-12-312026-02-03 MU MICRON TECHNOLOGY INC8.7K shares18.77%2025-12-312026-02-03 IAGG ISHARES TR58.8K sharesnew addition2025-12-312026-02-03 IJH ISHARES TR42.1K shares84.28%2025-12-312026-02-03 TDG TRANSDIGM GROUP INC2.1K shares6.50%2025-12-312026-02-03 GFI GOLD FIELDS LTD58.2K shares8.42%2025-12-312026-02-03 VEEV VEEVA SYS INC12.5K shares4.62%2025-12-312026-02-03 EXR EXTRA SPACE STORAGE INC20.1K shares-3.97%2025-12-312026-02-03 FICO FAIR ISAAC CORP1.7K shares26.79%2025-12-312026-02-03 DGRO ISHARES TR39.7K sharesnew addition2025-12-312026-02-03 WFC WELLS FARGO CO NEW30.1K shares4.14%2025-12-312026-02-03 ANGX ANGEL STUDIOS INC663.5K shares5469.62%2025-12-312026-02-03 RBRK RUBRIK INC.38.9K shares1.74%2025-12-312026-02-03 QLTA ISHARES TR56.8K sharesnew addition2025-12-312026-02-03 ITA ISHARES TR11.4K sharesnew addition2025-12-312026-02-03 STRL STERLING INFRASTRUCTURE INC8.4K shares5.94%2025-12-312026-02-03 MUFG MITSUBISHI UFJ FINL GROUP IN153.1K shares5.17%2025-12-312026-02-03 BALI BLACKROCK ETF TRUST81.8K sharesnew addition2025-12-312026-02-03 FIG FIGMA INC76.4K sharesnew addition2025-12-312026-02-03 SBSW SIBANYE STILLWATER LTD149.2K shares8.18%2025-12-312026-02-03 LOW LOWES COS INC9.3K shares1.71%2025-12-312026-02-03 BCS BARCLAYS PLC98.7K shares4.74%2025-12-312026-02-03 GE AEROSPACE GE AEROSPACE7.5K shares31.49%2025-12-312026-02-03 BVN COMPANIA DE MINAS BUENAVENTU71.3K shares8.09%2025-12-312026-02-03 CYBR CYBERARK SOFTWARE LTD5.1K shares4.32%2025-12-312026-02-03 CYD CHINA YUCHAI INTL LTD54.1K shares8.00%2025-12-312026-02-03 DASH DOORDASH INC10.6K sharesnew addition2025-12-312026-02-03 HIMU BLACKROCK ETF TRUST II46.2K sharesnew addition2025-12-312026-02-03 STERIS PLC STERIS PLC8.7K shares-8.37%2025-12-312026-02-03 ORLY OREILLY AUTOMOTIVE INC23.7K shares833.44%2025-12-312026-02-03 VNET VNET GROUP INC194.9K shares6.22%2025-12-312026-02-03 SE SEA LTD16.5K shares26.33%2025-12-312026-02-03 SCHZ SCHWAB STRATEGIC TR90.0K shares-1.51%2025-12-312026-02-03 AVEM AMERICAN CENTY ETF TR25.7K shares88.34%2025-12-312026-02-03 NVT NVENT ELECTRIC PLC19.2K shares8.22%2025-12-312026-02-03 SILA SILA REALTY TRUST INC85.4K shares-4.98%2025-12-312026-02-03 FDVV FIDELITY COVINGTON TRUST35.4K sharesnew addition2025-12-312026-02-03 MEDP MEDPACE HLDGS INC3.3K shares5.52%2025-12-312026-02-03 ELF E L F BEAUTY INC22.5K shares-7.74%2025-12-312026-02-03 BBUS J P MORGAN EXCHANGE TRADED F15.7K sharesnew addition2025-12-312026-02-03 AVDV AMERICAN CENTY ETF TR20.1K shares5.10%2025-12-312026-02-03 KEP KOREA ELEC PWR CORP101.5K shares8.80%2025-12-312026-02-03 IEFA ISHARES TR20.9K shares478.59%2025-12-312026-02-03 AVLV AMERICAN CENTY ETF TR23.6K shares21.51%2025-12-312026-02-03 PJT PJT PARTNERS INC10.5K shares2.38%2025-12-312026-02-03 VGIT VANGUARD SCOTTSDALE FDS30.8K shares-15.23%2025-12-312026-02-03 VMI VALMONT INDS INC4.2K shares7.11%2025-12-312026-02-03 VTV VANGUARD INDEX FDS9.2K shares10.24%2025-12-312026-02-03 AGG ISHARES TR17.7K sharesnew addition2025-12-312026-02-03 SMFG SUMITOMO MITSUI FINL GROUP I85.8K shares4.37%2025-12-312026-02-03 FUTU FUTU HLDGS LTD9.5K shares5.62%2025-12-312026-02-03 VSS VANGUARD INTL EQUITY INDEX F11.8K shares-77.86%2025-12-312026-02-03 EDGI ADVISORS INNER CIRCLE FD II58.7K shares3.10%2025-12-312026-02-03 BJ BJS WHSL CLUB HLDGS INC18.0K shares5.65%2025-12-312026-02-03 VTIP VANGUARD MALVERN FDS34.6K shares-15.14%2025-12-312026-02-03 JAAA JANUS DETROIT STR TR33.5K sharesnew addition2025-12-312026-02-03 RMBS RAMBUS INC DEL17.8K shares6.15%2025-12-312026-02-03 HDV ISHARES TR13.5K sharesnew addition2025-12-312026-02-03 AXIL AXIL BRANDS INC216.3K shares-11.79%2025-12-312026-02-03 CX CEMEX SAB DE CV136.1K shares8.84%2025-12-312026-02-03 ASND ASCENDIS PHARMA A/S7.8K shares6.27%2025-12-312026-02-03 TIGR UP FINTECH HLDG LTD174.4K shares6.29%2025-12-312026-02-03 SONY SONY GROUP CORP67.6K shares-0.29%2025-12-312026-02-03 RYAAY RYANAIR HOLDINGS PLC23.9K shares11.04%2025-12-312026-02-03 BUFF INNOVATOR ETFS TRUST32.3K shares0.78%2025-12-312026-02-03 ENB ENBRIDGE INC35.0K shares-15.78%2025-12-312026-02-03 IWD ISHARES TR7.5K shares11.75%2025-12-312026-02-03 HLF HERBALIFE LTD103.3K shares-70.08%2025-12-312026-02-03 BNDX VANGUARD CHARLOTTE FDS32.5K shares617.19%2025-12-312026-02-03 USMV ISHARES TR16.6K shares106.29%2025-12-312026-02-03 EFG ISHARES TR12.9K sharesnew addition2025-12-312026-02-03 HALO HALOZYME THERAPEUTICS INC21.1K shares7.00%2025-12-312026-02-03 BXSL BLACKSTONE SECD LENDING FD58.2K shares5.15%2025-12-312026-02-03 FSK FS KKR CAP CORP103.0K shares-9.16%2025-12-312026-02-03 PLTU DIREXION SHS ETF TR20.0K shares33.39%2025-12-312026-02-03 VNQ VANGUARD INDEX FDS16.3K shares-6.32%2025-12-312026-02-03 TSCO TRACTOR SUPPLY CO28.3K shares6.87%2025-12-312026-02-03 VUG VANGUARD INDEX FDS3.0K shares2.69%2025-12-312026-02-03 OLLI OLLIES BARGAIN OUTLET HLDGS12.3K shares3.01%2025-12-312026-02-03 RGEN REPLIGEN CORP8.7K shares9.36%2025-12-312026-02-03 PEN PENUMBRA INC4.8K shares8.20%2025-12-312026-02-03 TPYP TORTOISE CAPITAL SERIES TRUS40.8K shares3.57%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO9.9K shares-26.42%2025-12-312026-02-03 UNILEVER PLC UNILEVER PLC22.0K sharesnew addition2025-12-312026-02-03 PODD INSULET CORP5.1K shares6.82%2025-12-312026-02-03 POOL POOL CORP5.4K shares-10.01%2025-12-312026-02-03 EDGH ADVISORS INNER CIRCLE FD II44.1K shares-0.46%2025-12-312026-02-03 PTC PTC INC8.2K shares6.38%2025-12-312026-02-03 BTI BRITISH AMERN TOB PLC24.4K shares12.46%2025-12-312026-02-03 AMAT APPLIED MATLS INC4.5K shares-1.97%2025-12-312026-02-03 ACWX ISHARES TR19.8K shares1.18%2025-12-312026-02-03 TDY TELEDYNE TECHNOLOGIES INC2.5K shares-23.70%2025-12-312026-02-03 EMB ISHARES TR13.9K shares294.83%2025-12-312026-02-03 ABT ABBOTT LABS10.7K shares-5.76%2025-12-312026-02-03 GLD SPDR GOLD TR3.2K shares0.19%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC1.4K shares-2.01%2025-12-312026-02-03 KRMN KARMAN HLDGS INC12.3K sharesnew addition2025-12-312026-02-03 NVDL GRANITESHARES ETF TR15.1K shares0.83%2025-12-312026-02-03 CRH PLC CRH PLC10.3K shares-23.44%2025-12-312026-02-03 VIRT VIRTU FINL INC38.5K shares-21.32%2025-12-312026-02-03 BA BOEING CO5.3K shares1.49%2025-12-312026-02-03 IYW ISHARES TR6.4K sharesnew addition2025-12-312026-02-03 VIV TELEFONICA BRASIL SA106.6K shares8.17%2025-12-312026-02-03 CION CION INVT CORP133.3K shares8.22%2025-12-312026-02-03 SPYI NEOS ETF TRUST23.5K shares2.97%2025-12-312026-02-03 CWAN CLEARWATER ANALYTICS HLDGS I50.7K shares3.16%2025-12-312026-02-03 FTEC FIDELITY COVINGTON TRUST5.3K sharesnew addition2025-12-312026-02-03 LECO LINCOLN ELEC HLDGS INC4.8K shares6.90%2025-12-312026-02-03 SHYG ISHARES TR27.9K shares-0.93%2025-12-312026-02-03 NVO NOVO-NORDISK A S20.1K shares-18.92%2025-12-312026-02-03 TLT ISHARES TR13.7K shares175.72%2025-12-312026-02-03 WRB BERKLEY W R CORP17.4K shares-25.58%2025-12-312026-02-03 SMMD ISHARES TR14.9K shares333.44%2025-12-312026-02-03 AEGON LTD AEGON LTD152.2K shares2.63%2025-12-312026-02-03 ALLE ALLEGION PLC7.2K shares-17.77%2025-12-312026-02-03 IWM ISHARES TR4.4K shares41.04%2025-12-312026-02-03 KT KT CORP61.0K shares-9.01%2025-12-312026-02-03 PECO PHILLIPS EDISON & CO INC33.1K shares-22.18%2025-12-312026-02-03 HWKN HAWKINS INC7.6K shares6.26%2025-12-312026-02-03 MKL MARKEL GROUP INC547 shares-28.96%2025-12-312026-02-03 VEON LTD VEON LTD21.3K shares7.65%2025-12-312026-02-03 SNPS SYNOPSYS INC2.2K shares1.24%2025-12-312026-02-03 OTIS OTIS WORLDWIDE CORP12.6K shares-20.62%2025-12-312026-02-03 JEPQ J P MORGAN EXCHANGE TRADED F18.8K shares5.15%2025-12-312026-02-03 UFPT UFP TECHNOLOGIES INC4.4K shares6.44%2025-12-312026-02-03 NET CLOUDFLARE INC5.9K shares1.32%2025-12-312026-02-03 MGC VANGUARD WORLD FD4.3K sharesnew addition2025-12-312026-02-03 LINDE PLC LINDE PLC2.4K shares-20.98%2025-12-312026-02-03 PBH PRESTIGE CONSMR HEALTHCARE I16.7K shares5.22%2025-12-312026-02-03 OBDC BLUE OWL CAPITAL CORPORATION86.1K shares31.33%2025-12-312026-02-03 MS MORGAN STANLEY5.8K shares8.54%2025-12-312026-02-03 LCTU BLACKROCK ETF TRUST14.1K sharesnew addition2025-12-312026-02-03 PAC GRUPO AEROPUERTO DEL PACIFIC4.0K shares-9.27%2025-12-312026-02-03 ENTG ENTEGRIS INC10.3K shares5.44%2025-12-312026-02-03 BMI BADGER METER INC6.1K shares3.58%2025-12-312026-02-03 EMLC VANECK ETF TRUST40.6K sharesnew addition2025-12-312026-02-03 SCHB SCHWAB STRATEGIC TR39.3K shares-0.82%2025-12-312026-02-03 AHR AMERICAN HEALTHCARE REIT INC22.1K shares-8.91%2025-12-312026-02-03 CVS CVS HEALTH CORP13.0K shares1.64%2025-12-312026-02-03 BOOT BOOT BARN HLDGS INC5.4K shares8.41%2025-12-312026-02-03 RELX RELX PLC24.5K shares-24.29%2025-12-312026-02-03 EXLS EXLSERVICE HOLDINGS INC24.5K shares7.20%2025-12-312026-02-03 CPRT COPART INC25.5K shares-26.09%2025-12-312026-02-03 GRFS GRIFOLS S A110.1K shares-10.15%2025-12-312026-02-03 HYGW ISHARES TR32.5K sharesnew addition2025-12-312026-02-03 RRC RANGE RES CORP28.6K shares5.25%2025-12-312026-02-03 FNDE SCHWAB STRATEGIC TR25.3K sharesnew addition2025-12-312026-02-03 FCN FTI CONSULTING INC5.4K shares-27.68%2025-12-312026-02-03 QQQI NEOS ETF TRUST17.2K shares8.60%2025-12-312026-02-03 APH AMPHENOL CORP NEW6.3K shares10.27%2025-12-312026-02-03 XLU SELECT SECTOR SPDR TR21.9K shares647.63%2025-12-312026-02-03 SBUX STARBUCKS CORP10.3K shares-1.86%2025-12-312026-02-03 BIV VANGUARD BD INDEX FDS11.8K shares56.78%2025-12-312026-02-03 SAIA SAIA INC2.6K shares-27.91%2025-12-312026-02-03 CVLT COMMVAULT SYS INC7.3K shares2.80%2025-12-312026-02-03 MMM 3M CO5.4K shares2.85%2025-12-312026-02-03 PDI PIMCO DYNAMIC INCOME FD50.2K shares11.31%2025-12-312026-02-03 MELI MERCADOLIBRE INC436 shares-20.73%2025-12-312026-02-03 AVY AVERY DENNISON CORP4.8K shares5.78%2025-12-312026-02-03 IHDG WISDOMTREE TR17.8K shares-93.45%2025-12-312026-02-03 MORN MORNINGSTAR INC4.2K shares2.01%2025-12-312026-02-03 RBC RBC BEARINGS INC1.8K shares-2.43%2025-12-312026-02-03 CAT CATERPILLAR INC1.4K shares2.52%2025-12-312026-02-03 XLF SELECT SECTOR SPDR TR16.1K shares298.46%2025-12-312026-02-03 IJR ISHARES TR6.9K shares68.84%2025-12-312026-02-03 JKHY HENRY JACK & ASSOC INC4.6K shares-18.38%2025-12-312026-02-03 SPHQ INVESCO EXCHANGE TRADED FD T11.1K shares12.52%2025-12-312026-02-03 FCX FREEPORT-MCMORAN INC14.4K shares-8.89%2025-12-312026-02-03 CGGR CAPITAL GROUP GROWTH ETF18.6K shares43.91%2025-12-312026-02-03 ESGU ISHARES TR5.5K sharesnew addition2025-12-312026-02-03 KC KINGSOFT CLOUD HLDGS LTD64.5K shares-4.60%2025-12-312026-02-03 MSCI MSCI INC1.4K shares-6.63%2025-12-312026-02-03 IONQ IONQ INC16.9K shares0.05%2025-12-312026-02-03 CASY CASEYS GEN STORES INC1.4K shares-3.19%2025-12-312026-02-03 CDW CDW CORP6.1K shares4.35%2025-12-312026-02-03 TRNO TERRENO RLTY CORP13.6K shares5.71%2025-12-312026-02-03 FND FLOOR & DECOR HLDGS INC10.6K sharesnew addition2025-12-312026-02-03 IUSV ISHARES TR7.7K sharesnew addition2025-12-312026-02-03 JPC NUVEEN PFD & INCOME OPPORTUN98.4K shares-7.97%2025-12-312026-02-03 IDXX IDEXX LABS INC1.1K shares4.10%2025-12-312026-02-03 SUSC ISHARES TR33.9K sharesnew addition2025-12-312026-02-03 DCO DUCOMMUN INC DEL7.2K sharesnew addition2025-12-312026-02-03 CCB COASTAL FINL CORP WA7.1K shares-4.03%2025-12-312026-02-03 SPEM SPDR INDEX SHS FDS15.9K shares6.27%2025-12-312026-02-03 SPSC SPS COMM INC8.3K shares3.08%2025-12-312026-02-03 GLW CORNING INC8.4K shares-4.10%2025-12-312026-02-03 KNSL KINSALE CAP GROUP INC2.0K shares5.37%2025-12-312026-02-03 SHY ISHARES TR8.9K shares-1.84%2025-12-312026-02-03 VRP INVESCO EXCH TRADED FD TR II29.7K shares8.24%2025-12-312026-02-03 DSI ISHARES TR5.5K sharesnew addition2025-12-312026-02-03 FTI TECHNIPFMC PLC14.1K shares-8.12%2025-12-312026-02-03 VV VANGUARD INDEX FDS2.2K shares5.27%2025-12-312026-02-03 GILD GILEAD SCIENCES INC5.8K shares4.13%2025-12-312026-02-03 TMO THERMO FISHER SCIENTIFIC INC1.2K shares-11.78%2025-12-312026-02-03 SYY SYSCO CORP9.2K shares1.58%2025-12-312026-02-03 IWB ISHARES TR1.8K shares197.89%2025-12-312026-02-03 DECK DECKERS OUTDOOR CORP6.8K shares-29.60%2025-12-312026-02-03 INTC INTEL CORP14.6K shares5.24%2025-12-312026-02-03 EPAM EPAM SYS INC3.3K shares-6.57%2025-12-312026-02-03 CHD CHURCH & DWIGHT CO INC7.8K shares-33.45%2025-12-312026-02-03 SHLD GLOBAL X FDS8.8K sharesnew addition2025-12-312026-02-03 CL COLGATE PALMOLIVE CO8.1K shares3.87%2025-12-312026-02-03 XONE BONDBLOXX ETF TRUST13.5K shares0.71%2025-12-312026-02-03 AVIG AMERICAN CENTY ETF TR15.7K shares8.93%2025-12-312026-02-03 SCHP SCHWAB STRATEGIC TR24.3K sharesnew addition2025-12-312026-02-03 AON PLC AON PLC1.9K shares-11.78%2025-12-312026-02-03 AEM AGNICO EAGLE MINES LTD3.2K shares-2.72%2025-12-312026-02-03 VGSH VANGUARD SCOTTSDALE FDS10.9K shares-7.28%2025-12-312026-02-03 BMY BRISTOL-MYERS SQUIBB CO11.4K shares-5.57%2025-12-312026-02-03 SHW SHERWIN WILLIAMS CO1.8K shares2.28%2025-12-312026-02-03 SRLN SSGA ACTIVE ETF TR14.9K shares53.94%2025-12-312026-02-03 SPG SIMON PPTY GROUP INC NEW3.3K shares3.67%2025-12-312026-02-03 IGF ISHARES TR10.0K sharesnew addition2025-12-312026-02-03 EDGF ADVISORS INNER CIRCLE FD II24.7K shares5.93%2025-12-312026-02-03 LUV SOUTHWEST AIRLS CO14.1K shares-8.61%2025-12-312026-02-03 BSX BOSTON SCIENTIFIC CORP6.5K shares20.95%2025-12-312026-02-03 DFAX DIMENSIONAL ETF TRUST18.0K shares-3.43%2025-12-312026-02-03 HON HONEYWELL INTL INC2.9K shares8.91%2025-12-312026-02-03 FLOT ISHARES TR11.9K shares0.10%2025-12-312026-02-03 CGBL CAPITAL GROUP CORE BALANCED16.7K shares5.26%2025-12-312026-02-03 PTY PIMCO CORPORATE & INCOME OPP46.2K shares-10.35%2025-12-312026-02-03 EVR EVERCORE INC1.6K shares-1.90%2025-12-312026-02-03 DFGR DIMENSIONAL ETF TRUST22.0K shares20.24%2025-12-312026-02-03 BSY BENTLEY SYS INC14.8K shares-30.08%2025-12-312026-02-03 EAGG ISHARES TR12.1K sharesnew addition2025-12-312026-02-03 GWRE GUIDEWIRE SOFTWARE INC3.2K shares-2.25%2025-12-312026-02-03 IWN ISHARES TR3.0K shares6.70%2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP905 shares4.87%2025-12-312026-02-03 LKQ LKQ CORP16.9K shares-32.24%2025-12-312026-02-03 TYL TYLER TECHNOLOGIES INC1.3K shares-27.95%2025-12-312026-02-03 JLL JONES LANG LASALLE INC1.6K shares-0.49%2025-12-312026-02-03 EDGU ADVISORS INNER CIRCLE FD II19.3K shares1.11%2025-12-312026-02-03 CSMD PROFESIONALLY MANAGED PORTFO16.5K shares108.31%2025-12-312026-02-03 CRDO CREDO TECHNOLOGY GROUP HOLDI3.4K shares7.73%2025-12-312026-02-03 OXY OCCIDENTAL PETE CORP12.7K shares0.02%2025-12-312026-02-03 WMB WILLIAMS COS INC9.1K shares-0.78%2025-12-312026-02-03 BSJQ INVESCO EXCH TRD SLF IDX FD23.4K shares-2.77%2025-12-312026-02-03 AES AES CORP39.1K shares-7.07%2025-12-312026-02-03 PFF ISHARES TR17.1K shares-12.73%2025-12-312026-02-03 ICF ISHARES TR8.9K shares0.00%2025-12-312026-02-03 VOX VANGUARD WORLD FD2.7K sharesnew addition2025-12-312026-02-03 TIP ISHARES TR4.8K shares-0.40%2025-12-312026-02-03 OKLO OKLO INC5.4K shares1.71%2025-12-312026-02-03 HYG ISHARES TR6.5K shares38.65%2025-12-312026-02-03 MCO MOODYS CORP975 shares-90.15%2025-12-312026-02-03 DUOL DUOLINGO INC3.1K shares3.67%2025-12-312026-02-03 THC TENET HEALTHCARE CORP2.6K shares-0.69%2025-12-312026-02-03 SCHW SCHWAB CHARLES CORP5.1K shares16.12%2025-12-312026-02-03 IWO ISHARES TR1.5K shares1.43%2025-12-312026-02-03 GIS GENERAL MLS INC11.6K shares1.44%2025-12-312026-02-03 GLDM WORLD GOLD TR5.6K shares-16.52%2025-12-312026-02-03 AMT AMERICAN TOWER CORP NEW2.9K shares3.14%2025-12-312026-02-03 CSX CSX CORP14.2K shares11.11%2025-12-312026-02-03 SPYM SPDR SERIES TRUST6.1K shares8.32%2025-12-312026-02-03 UPS UNITED PARCEL SERVICE INC4.7K shares-2.99%2025-12-312026-02-03 IBIT ISHARES BITCOIN TRUST ETF9.1K shares15.64%2025-12-312026-02-03 PCG PG&E CORP30.7K shares-5.59%2025-12-312026-02-03 SPMB SPDR SERIES TRUST21.3K shares67.62%2025-12-312026-02-03 STZ CONSTELLATION BRANDS INC3.1K shares-2.82%2025-12-312026-02-03 LQD ISHARES TR4.3K shares23.14%2025-12-312026-02-03 MET METLIFE INC6.2K shares5.60%2025-12-312026-02-03 AIG AMERICAN INTL GROUP INC6.5K shares-3.47%2025-12-312026-02-03 AOA ISHARES TR5.1K shares7.88%2025-12-312026-02-03 SOFI SOFI TECHNOLOGIES INC17.2K shares31.54%2025-12-312026-02-03 NCNO NCINO INC18.5K shares66.49%2025-12-312026-02-03 PH PARKER-HANNIFIN CORP493 shares17.66%2025-12-312026-02-03 QTEC FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-12-312026-02-03 CSTL CASTLE BIOSCIENCES INC11.6K shares-1.35%2025-12-312026-02-03 COP CONOCOPHILLIPS4.8K shares13.20%2025-12-312026-02-03 WSO WATSCO INC1.2K shares-3.02%2025-12-312026-02-03 TXN TEXAS INSTRS INC2.4K shares4.27%2025-12-312026-02-03 BDX BECTON DICKINSON & CO2.3K shares-0.04%2025-12-312026-02-03 USXF ISHARES TR7.7K sharesnew addition2025-12-312026-02-03 TCHP T ROWE PRICE ETF INC9.0K shares0.00%2025-12-312026-02-03 CIEN CIENA CORP1.8K sharesnew addition2025-12-312026-02-03 PCOR PROCORE TECHNOLOGIES INC6.2K shares-0.86%2025-12-312026-02-03 TLTW ISHARES TR19.5K shares0.00%2025-12-312026-02-03 AVMA AMERICAN CENTY ETF TR6.6K shares-2.25%2025-12-312026-02-03 T AT&T INC19.1K shares10.48%2025-12-312026-02-03 SUB ISHARES TR4.1K sharesnew addition2025-12-312026-02-03 NEE NEXTERA ENERGY INC5.4K shares14.39%2025-12-312026-02-03 STIP ISHARES TR4.3K shares69.67%2025-12-312026-02-03 PJAN INNOVATOR ETFS TRUST9.3K shares0.00%2025-12-312026-02-03 BSV VANGUARD BD INDEX FDS5.6K sharesnew addition2025-12-312026-02-03 BABA ALIBABA GROUP HLDG LTD2.6K sharesnew addition2025-12-312026-02-03 IJT ISHARES TR2.9K shares0.03%2025-12-312026-02-03 ESGE ISHARES INC9.3K sharesnew addition2025-12-312026-02-03 CLOA BLACKROCK ETF TRUST II8.3K sharesnew addition2025-12-312026-02-03 LHX L3HARRIS TECHNOLOGIES INC1.3K shares9.53%2025-12-312026-02-03 DIA SPDR DOW JONES INDL AVERAGE868 shares0.46%2025-12-312026-02-03 CMCSA COMCAST CORP NEW14.6K shares1.44%2025-12-312026-02-03 CNC CENTENE CORP DEL9.1K shares-3.00%2025-12-312026-02-03 WPM WHEATON PRECIOUS METALS CORP3.2K shares1.70%2025-12-312026-02-03 MPC MARATHON PETE CORP2.3K shares-8.17%2025-12-312026-02-03 JCPB J P MORGAN EXCHANGE TRADED F8.6K shares0.00%2025-12-312026-02-03 USB US BANCORP DEL7.5K shares10.48%2025-12-312026-02-03 APUE TRUST FOR PROFESSIONAL MANAG9.5K sharesnew addition2025-12-312026-02-03 IEF ISHARES TR4.2K shares45.56%2025-12-312026-02-03 SLV ISHARES SILVER TR5.1K sharesnew addition2025-12-312026-02-03 XLP SELECT SECTOR SPDR TR4.9K shares31.91%2025-12-312026-02-03 AZN ASTRAZENECA PLC4.2K shares45.49%2025-12-312026-02-03 DHR DANAHER CORPORATION1.7K shares-86.22%2025-12-312026-02-03 QXO QXO INC15.6K shares-0.88%2025-12-312026-02-03 VHT VANGUARD WORLD FD1.3K shares-2.54%2025-12-312026-02-03 COF CAPITAL ONE FINL CORP1.7K shares33.54%2025-12-312026-02-03 IDEV ISHARES TR4.6K shares3.60%2025-12-312026-02-03 TJX TJX COS INC NEW2.5K shares21.64%2025-12-312026-02-03 SPMD SPDR SERIES TRUST6.4K shares6.39%2025-12-312026-02-03 VDC VANGUARD WORLD FD1.7K shares-0.17%2025-12-312026-02-03 CGUS CAPITAL GROUP CORE EQUITY ET9.2K sharesnew addition2025-12-312026-02-03 ABVX ABIVAX SA3.1K sharesnew addition2025-12-312026-02-03 AFL AFLAC INC3.4K shares0.76%2025-12-312026-02-03 VIOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available