The Analysis of Envestnet Portfolio Solutions, Inc.'s Holdings
Currently, Envestnet Portfolio Solutions, Inc. holds 1482 types of securities in its portfolio with a total value $28.5B. In the most recent quarter, they have increased their positions in IVE (+816.8K shares, valued at $173.2M), IEMG (+1.4M shares, valued at $93.3M), MTUM (+256.6K shares, valued at $64.2M); decreased their positions in QUAL (-811.9K shares, valued at $161.3M), BIL (-384.7K shares, valued at $35.2M), EFV (-414.0K shares, valued at $29.6M); initiated new positions in SYSB (+245.8K shares, valued at $22.1M), BCUS (+391.8K shares, valued at $12.6M), BEN (+505.6K shares, valued at $12.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR3.2M shares2.86%2025-12-312026-02-06
IWY ISHARES TR4.8M shares-0.82%2025-12-312026-02-06 APUE TRUST FOR PROFESSIONAL26.8M shares0.09%2025-12-312026-02-06 IEMG ISHARES INC12.8M shares12.16%2025-12-312026-02-06 VO VANGUARD INDEX FDS2.8M shares3.93%2025-12-312026-02-06 IEFA ISHARES TR8.9M shares1.20%2025-12-312026-02-06 AGG ISHARES TR7.8M shares3.96%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS12.0M shares1.47%2025-12-312026-02-06 IWX ISHARES TR6.3M shares1.50%2025-12-312026-02-06 IUSB ISHARES TR12.5M shares3.01%2025-12-312026-02-06 IVE ISHARES TR2.5M shares47.39%2025-12-312026-02-06 EFV ISHARES TR7.4M shares-5.30%2025-12-312026-02-06 DYNF BLACKROCK ETF TRUST8.3M shares5.07%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS10.2M shares4.52%2025-12-312026-02-06 APCB TRUST FOR PROFESSIONAL16.3M shares0.98%2025-12-312026-02-06 APIE TRUST FOR PROFESSIONAL13.4M shares0.42%2025-12-312026-02-06 IVW ISHARES TR3.7M shares4.15%2025-12-312026-02-06 IWS ISHARES TR2.9M shares1.18%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS4.4M shares4.60%2025-12-312026-02-06 OEF ISHARES TR1.0M shares4.85%2025-12-312026-02-06 VTWO VANGUARD SCOTTSDALE FDS3.1M shares1.58%2025-12-312026-02-06 VT VANGUARD INTL EQUITY INDEX2.2M shares3.96%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX5.3M shares2.29%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR403.5K shares6.62%2025-12-312026-02-06 IWP ISHARES TR1.9M shares3.27%2025-12-312026-02-06 NVDA NVIDIA CORPORATION1.3M shares4.71%2025-12-312026-02-06 TLH ISHARES TR2.3M shares1.83%2025-12-312026-02-06 MSFT MICROSOFT CORP476.4K shares2.19%2025-12-312026-02-06 AAPL APPLE INC823.7K shares7.75%2025-12-312026-02-06 QUAL ISHARES TR1.1M shares-42.61%2025-12-312026-02-06 VTI VANGUARD INDEX FDS578.2K shares2.90%2025-12-312026-02-06 MBB ISHARES TR2.0M shares5.63%2025-12-312026-02-06 MUB ISHARES TR1.8M shares5.73%2025-12-312026-02-06 SCHH SCHWAB STRATEGIC TR8.9M shares6.68%2025-12-312026-02-06 THRO BLACKROCK ETF TRUST4.8M shares5.18%2025-12-312026-02-06 BAI BLACKROCK ETF TRUST5.5M shares4.59%2025-12-312026-02-06 MTUM ISHARES TR721.0K shares55.26%2025-12-312026-02-06 VMBS VANGUARD SCOTTSDALE FDS3.7M shares4.19%2025-12-312026-02-06 BIV VANGUARD BD INDEX FDS2.2M shares4.36%2025-12-312026-02-06 BLV VANGUARD BD INDEX FDS2.4M shares4.69%2025-12-312026-02-06 VXF VANGUARD INDEX FDS738.5K shares1.70%2025-12-312026-02-06 AMZN AMAZON COM INC628.9K shares13.65%2025-12-312026-02-06 BINC BLACKROCK ETF TRUST II2.7M shares8.63%2025-12-312026-02-06 XLSR SSGA ACTIVE TR2.0M shares3.49%2025-12-312026-02-06 VTV VANGUARD INDEX FDS659.1K shares4.05%2025-12-312026-02-06 ALPHABET INC ALPHABET INC394.6K shares7.08%2025-12-312026-02-06 SPDW SPDR INDEX SHS FDS2.7M shares24.15%2025-12-312026-02-06 DFIS DIMENSIONAL ETF TRUST3.6M shares1.30%2025-12-312026-02-06 IAGG ISHARES TR2.4M shares7.06%2025-12-312026-02-06 VXUS VANGUARD STAR FDS1.5M shares1.60%2025-12-312026-02-06 BND VANGUARD BD INDEX FDS1.5M shares5.72%2025-12-312026-02-06 META META PLATFORMS INC164.8K shares10.75%2025-12-312026-02-06 SPEM SPDR INDEX SHS FDS2.2M shares2.78%2025-12-312026-02-06 VUG VANGUARD INDEX FDS198.0K shares8.58%2025-12-312026-02-06 BROADCOM INC BROADCOM INC273.6K shares12.07%2025-12-312026-02-06 ITA ISHARES TR419.2K shares4.19%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.272.4K shares11.62%2025-12-312026-02-06 APMU TRUST FOR PROFESSIONAL3.3M shares4.83%2025-12-312026-02-06 SPYG SPDR SERIES TRUST717.8K shares-3.09%2025-12-312026-02-06 IWB ISHARES TR204.2K shares29.76%2025-12-312026-02-06 ALPHABET INC ALPHABET INC235.9K shares-0.70%2025-12-312026-02-06 LCTU BLACKROCK ETF TRUST944.9K shares-0.93%2025-12-312026-02-06 FISR SSGA ACTIVE TR2.6M shares48.90%2025-12-312026-02-06 SCHG SCHWAB STRATEGIC TR2.0M shares10.95%2025-12-312026-02-06 LLY ELI LILLY & CO56.0K shares21.48%2025-12-312026-02-06 AVUV AMERICAN CENTY ETF TR585.0K shares1.96%2025-12-312026-02-06 GSUS GOLDMAN SACHS ETF TR616.9K shares25.42%2025-12-312026-02-06 SPSM SPDR SERIES TRUST1.2M shares-6.18%2025-12-312026-02-06 V VISA INC151.5K shares8.82%2025-12-312026-02-06 TSLA TESLA INC111.7K shares10.25%2025-12-312026-02-06 ESGU ISHARES TR333.5K shares-9.82%2025-12-312026-02-06 SUSC ISHARES TR2.1M shares1.43%2025-12-312026-02-06 DSI ISHARES TR363.8K shares-1.21%2025-12-312026-02-06 IJR ISHARES TR382.6K shares1.93%2025-12-312026-02-06 LQD ISHARES TR412.6K shares4.07%2025-12-312026-02-06 HD HOME DEPOT INC127.6K shares-2.77%2025-12-312026-02-06 GLD SPDR GOLD TR110.1K shares21.14%2025-12-312026-02-06 EMB ISHARES TR451.8K shares10.40%2025-12-312026-02-06 TLT ISHARES TR494.0K shares5.26%2025-12-312026-02-06 VCRB VANGUARD MALVERN FDS532.4K shares8.27%2025-12-312026-02-06 NFLX NETFLIX INC439.4K shares945.18%2025-12-312026-02-06 SPTL SPDR SERIES TRUST1.5M shares473.20%2025-12-312026-02-06 MA MASTERCARD INCORPORATED63.6K shares7.83%2025-12-312026-02-06 EAGG ISHARES TR736.7K shares-6.62%2025-12-312026-02-06 SCHV SCHWAB STRATEGIC TR1.2M shares3.53%2025-12-312026-02-06 CVX CHEVRON CORP NEW222.3K shares-3.34%2025-12-312026-02-06 IJH ISHARES TR507.5K shares3.92%2025-12-312026-02-06 IGSB ISHARES TR628.6K shares1.93%2025-12-312026-02-06 GOVT ISHARES TR1.4M shares9.00%2025-12-312026-02-06 CSCO CISCO SYS INC426.8K shares2.05%2025-12-312026-02-06 IWF ISHARES TR68.8K shares8.13%2025-12-312026-02-06 PLD PROLOGIS INC.254.7K shares1.79%2025-12-312026-02-06 IDEV ISHARES TR393.2K shares-2.39%2025-12-312026-02-06 XOM EXXON MOBIL CORP269.1K shares26.51%2025-12-312026-02-06 GCOR GOLDMAN SACHS ETF TR772.7K shares23.75%2025-12-312026-02-06 VTEB VANGUARD MUN BD FDS636.6K shares3.03%2025-12-312026-02-06 IWR ISHARES TR325.3K shares4.44%2025-12-312026-02-06 VEU VANGUARD INTL EQUITY INDEX424.8K shares1.38%2025-12-312026-02-06 IWD ISHARES TR147.3K shares22.45%2025-12-312026-02-06 CERY SPDR SERIES TRUST1.1M shares-10.09%2025-12-312026-02-06 USXF ISHARES TR525.7K shares0.07%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC91.1K shares10.39%2025-12-312026-02-06 ABBV ABBVIE INC131.5K shares4.54%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW34.1K shares31.27%2025-12-312026-02-06 VCIT VANGUARD SCOTTSDALE FDS348.6K shares77.48%2025-12-312026-02-06 ESGE ISHARES INC630.5K shares21.42%2025-12-312026-02-06 BAC BANK AMERICA CORP497.2K shares4.29%2025-12-312026-02-06 SPYV SPDR SERIES TRUST467.1K shares-1.55%2025-12-312026-02-06 ISRG INTUITIVE SURGICAL INC46.8K shares7.95%2025-12-312026-02-06 BDYN BLACKROCK ETF TRUST1.0M shares8.69%2025-12-312026-02-06 USMV ISHARES TR271.9K shares1.76%2025-12-312026-02-06 ORCL ORACLE CORP130.1K shares0.56%2025-12-312026-02-06 SPMD SPDR SERIES TRUST434.8K shares5.10%2025-12-312026-02-06 SPTI SPDR SERIES TRUST835.6K shares1644.04%2025-12-312026-02-06 IWM ISHARES TR96.5K shares-0.49%2025-12-312026-02-06 AMAT APPLIED MATLS INC91.2K shares-4.92%2025-12-312026-02-06 UNP UNION PAC CORP100.5K shares2.34%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO156.8K shares18.53%2025-12-312026-02-06 WMT WALMART INC201.7K shares8.19%2025-12-312026-02-06 IEF ISHARES TR233.5K shares12.24%2025-12-312026-02-06 GWX SPDR INDEX SHS FDS545.7K shares3.52%2025-12-312026-02-06 BIL SPDR SERIES TRUST242.9K shares-61.30%2025-12-312026-02-06 SYSB ISHARES TR245.8K sharesnew addition2025-12-312026-02-06 JNJ JOHNSON & JOHNSON105.7K shares18.24%2025-12-312026-02-06 ADI ANALOG DEVICES INC80.4K shares4.48%2025-12-312026-02-06 EVUS ISHARES TR666.4K shares64.53%2025-12-312026-02-06 NEE NEXTERA ENERGY INC259.3K shares1.16%2025-12-312026-02-06 IDXX IDEXX LABS INC30.7K shares45.41%2025-12-312026-02-06 CMF ISHARES TR359.4K shares33.25%2025-12-312026-02-06 GSIE GOLDMAN SACHS ETF TR480.4K shares9.95%2025-12-312026-02-06 VB VANGUARD INDEX FDS79.7K shares6.69%2025-12-312026-02-06 PYLD PIMCO ETF TR767.4K shares-4.54%2025-12-312026-02-06 SGOV ISHARES TR202.2K shares2.69%2025-12-312026-02-06 APH AMPHENOL CORP NEW149.4K shares1.30%2025-12-312026-02-06 CAFX PROFESIONALLY MANAGED806.8K shares15.18%2025-12-312026-02-06 SNA SNAP ON INC58.6K shares1.34%2025-12-312026-02-06 MS MORGAN STANLEY111.8K shares3.17%2025-12-312026-02-06 CME CME GROUP INC72.5K shares21.72%2025-12-312026-02-06 MO ALTRIA GROUP INC339.4K shares3.28%2025-12-312026-02-06 TJX TJX COS INC NEW125.3K shares4.86%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC120.0K shares4.27%2025-12-312026-02-06 NULG NUSHARES ETF TR193.8K shares-0.34%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC105.4K shares2.61%2025-12-312026-02-06 BDVL BLACKROCK ETF TRUST752.6K shares21.04%2025-12-312026-02-06 GSLC GOLDMAN SACHS ETF TR140.7K shares21.60%2025-12-312026-02-06 INTU INTUIT27.9K shares-9.24%2025-12-312026-02-06 NUBD NUSHARES ETF TR823.4K shares-0.14%2025-12-312026-02-06 RF REGIONS FINANCIAL CORP NEW676.9K shares3.47%2025-12-312026-02-06 BOND PIMCO ETF TR194.5K shares4.00%2025-12-312026-02-06 BKNG BOOKING HOLDINGS INC3.4K shares23.36%2025-12-312026-02-06 PEP PEPSICO INC122.5K shares24.09%2025-12-312026-02-06 LINDE PLC LINDE PLC41.1K shares23.64%2025-12-312026-02-06 NULV NUSHARES ETF TR376.2K shares-0.17%2025-12-312026-02-06 HIMU BLACKROCK ETF TRUST II345.3K shares16.86%2025-12-312026-02-06 GVI ISHARES TR155.6K shares-0.08%2025-12-312026-02-06 TROW PRICE T ROWE GROUP INC162.8K shares0.92%2025-12-312026-02-06 KO COCA COLA CO237.5K shares3.07%2025-12-312026-02-06 IYW ISHARES TR82.8K shares12.61%2025-12-312026-02-06 EBND SPDR SERIES TRUST772.6K shares0.40%2025-12-312026-02-06 CSGP COSTAR GROUP INC245.2K shares100.30%2025-12-312026-02-06 DHR DANAHER CORPORATION71.7K shares-8.86%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC28.1K shares-13.23%2025-12-312026-02-06 AMGN AMGEN INC49.7K shares-1.87%2025-12-312026-02-06 RDVY FIRST TR EXCHANGE TRADED FD232.0K shares2.79%2025-12-312026-02-06 NOW SERVICENOW INC104.2K shares414.87%2025-12-312026-02-06 SCZ ISHARES TR203.1K shares0.99%2025-12-312026-02-06 PFF ISHARES TR506.1K shares15.90%2025-12-312026-02-06 ICVT ISHARES TR158.8K shares29.48%2025-12-312026-02-06 DGRO ISHARES TR224.8K shares6.23%2025-12-312026-02-06 COF CAPITAL ONE FINL CORP63.4K shares92.49%2025-12-312026-02-06 GS GOLDMAN SACHS GROUP INC17.4K shares65.56%2025-12-312026-02-06 COP CONOCOPHILLIPS162.6K shares0.48%2025-12-312026-02-06 AMD ADVANCED MICRO DEVICES INC70.9K shares-29.13%2025-12-312026-02-06 ABT ABBOTT LABS121.1K shares2.96%2025-12-312026-02-06 HYGV FLEXSHARES TR372.0K shares0.52%2025-12-312026-02-06 IGIB ISHARES TR279.9K shares-0.04%2025-12-312026-02-06 JMBS JANUS DETROIT STR TR322.5K shares-1.74%2025-12-312026-02-06 TOTL SSGA ACTIVE ETF TR361.2K shares1.60%2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR MFG47.6K shares4.21%2025-12-312026-02-06 EMHC SPDR SERIES TRUST563.9K shares8.61%2025-12-312026-02-06 EFA ISHARES TR149.2K shares3.10%2025-12-312026-02-06 UBER UBER TECHNOLOGIES INC171.7K shares9.21%2025-12-312026-02-06 MEDTRONIC PLC MEDTRONIC PLC145.7K shares2.07%2025-12-312026-02-06 NUDM NUSHARES ETF TR380.6K shares-1.79%2025-12-312026-02-06 QCOM QUALCOMM INC80.2K shares22.73%2025-12-312026-02-06 PANW PALO ALTO NETWORKS INC72.5K shares-0.39%2025-12-312026-02-06 EFG ISHARES TR115.6K shares-48.79%2025-12-312026-02-06 TIPX SPDR SERIES TRUST683.4K shares3.39%2025-12-312026-02-06 WTV WISDOMTREE TR139.7K shares4.22%2025-12-312026-02-06 GILD GILEAD SCIENCES INC105.6K shares5.49%2025-12-312026-02-06 XLF SELECT SECTOR SPDR TR236.2K shares14.87%2025-12-312026-02-06 EMN EASTMAN CHEM CO201.8K shares3.63%2025-12-312026-02-06 MU MICRON TECHNOLOGY INC44.7K shares-29.92%2025-12-312026-02-06 BA BOEING CO58.7K shares116.04%2025-12-312026-02-06 EXC EXELON CORP291.1K shares14.05%2025-12-312026-02-06 BCUS EXCHANGE LISTED FDS TR391.8K sharesnew addition2025-12-312026-02-06 WM WASTE MGMT INC DEL57.4K shares21.63%2025-12-312026-02-06 SRLN SSGA ACTIVE ETF TR304.6K shares8.95%2025-12-312026-02-06 QLTA ISHARES TR261.2K shares-23.36%2025-12-312026-02-06 ESGD ISHARES TR131.3K shares-13.43%2025-12-312026-02-06 WFC WELLS FARGO CO NEW132.6K shares5.17%2025-12-312026-02-06 PH PARKER-HANNIFIN CORP13.9K shares1.25%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR84.7K shares223.80%2025-12-312026-02-06 VYMI VANGUARD WHITEHALL FDS135.2K shares35.78%2025-12-312026-02-06 BEN FRANKLIN RESOURCES INC505.6K sharesnew addition2025-12-312026-02-06 CRM SALESFORCE INC44.4K shares79.40%2025-12-312026-02-06 FBND FIDELITY MERRIMACK STR TR250.5K shares8.88%2025-12-312026-02-06 VYM VANGUARD WHITEHALL FDS80.0K shares14.52%2025-12-312026-02-06 BKLN INVESCO EXCH TRADED FD TR540.8K shares3.72%2025-12-312026-02-06 GTO INVESCO ACTIVELY MANAGED238.8K shares11.95%2025-12-312026-02-06 VRSK VERISK ANALYTICS INC50.3K shares-5.94%2025-12-312026-02-06 CMG CHIPOTLE MEXICAN GRILL INC299.6K shares69.84%2025-12-312026-02-06 LHX L3HARRIS TECHNOLOGIES INC37.5K shares3.66%2025-12-312026-02-06 SCHW SCHWAB CHARLES CORP109.9K shares9.01%2025-12-312026-02-06 ALL ALLSTATE CORP52.3K shares2.86%2025-12-312026-02-06 UAL UNITED AIRLS HLDGS INC97.3K shares-0.11%2025-12-312026-02-06 SHY ISHARES TR130.7K shares-0.01%2025-12-312026-02-06 FENI FIDELITY COVINGTON TRUST289.1K sharesnew addition2025-12-312026-02-06 KMI KINDER MORGAN INC DEL382.3K shares-0.42%2025-12-312026-02-06 CGDV CAPITAL GROUP DIVIDEND239.2K shares17.97%2025-12-312026-02-06 SPTS SPDR SERIES TRUST355.1K shares2.68%2025-12-312026-02-06 IGEB ISHARES TR226.1K shares27.42%2025-12-312026-02-06 RSG REPUBLIC SVCS INC48.4K shares0.30%2025-12-312026-02-06 UHS UNIVERSAL HLTH SVCS INC46.9K shares2.04%2025-12-312026-02-06 XSMO INVESCO EXCHANGE TRADED FD140.6K shares3.76%2025-12-312026-02-06 SCHD SCHWAB STRATEGIC TR368.0K shares-3.54%2025-12-312026-02-06 RTX RTX CORPORATION55.0K shares3.36%2025-12-312026-02-06 LDOS LEIDOS HOLDINGS INC55.4K shares2.55%2025-12-312026-02-06 HON HONEYWELL INTL INC50.9K shares-0.85%2025-12-312026-02-06 XPH SPDR SERIES TRUST175.3K shares1.97%2025-12-312026-02-06 CLOA BLACKROCK ETF TRUST II188.3K shares85.90%2025-12-312026-02-06 VRT VERTIV HOLDINGS CO60.1K shares-14.91%2025-12-312026-02-06 ELV ELEVANCE HEALTH INC27.8K shares-1.18%2025-12-312026-02-06 IWL ISHARES TR56.3K shares-3.54%2025-12-312026-02-06 SDVY FIRST TR EXCHANGE-TRADED FD250.2K shares20.11%2025-12-312026-02-06 SNPS SYNOPSYS INC20.3K shares-3.95%2025-12-312026-02-06 LCTD BLACKROCK ETF TRUST173.1K shares-28.54%2025-12-312026-02-06 FPE FIRST TR EXCH TRADED FD III517.7K shares9.86%2025-12-312026-02-06 FNDF SCHWAB STRATEGIC TR208.3K shares13.77%2025-12-312026-02-06 GUNR FLEXSHARES TR205.0K shares-2.73%2025-12-312026-02-06 VNQ VANGUARD INDEX FDS104.6K shares100.86%2025-12-312026-02-06 BSX BOSTON SCIENTIFIC CORP97.2K shares45.69%2025-12-312026-02-06 CGGE CAPITAL GROUP GLOBAL EQUITY292.2K shares14.92%2025-12-312026-02-06 EVRG EVERGY INC126.3K shares-3.22%2025-12-312026-02-06 GSEW GOLDMAN SACHS ETF TR107.2K shares-1.44%2025-12-312026-02-06 FGDL FRANKLIN TEMPLETON HOLDINGS156.8K shares-2.79%2025-12-312026-02-06 AMT AMERICAN TOWER CORP NEW50.9K shares-4.50%2025-12-312026-02-06 SBUX STARBUCKS CORP105.8K shares-8.40%2025-12-312026-02-06 GIGB GOLDMAN SACHS ETF TR192.5K shares20.82%2025-12-312026-02-06 JPIE J P MORGAN EXCHANGE TRADED191.7K shares47.44%2025-12-312026-02-06 USB US BANCORP DEL166.2K shares-0.20%2025-12-312026-02-06 DIS DISNEY WALT CO77.7K shares38.46%2025-12-312026-02-06 ACWX ISHARES TR131.0K shares26.31%2025-12-312026-02-06 VV VANGUARD INDEX FDS27.9K shares-0.01%2025-12-312026-02-06 IEUR ISHARES TR123.2K shares33.90%2025-12-312026-02-06 CGUS CAPITAL GROUP CORE EQUITY216.1K shares15.96%2025-12-312026-02-06 SPLB SPDR SERIES TRUST383.5K sharesnew addition2025-12-312026-02-06 DGRW WISDOMTREE TR96.6K shares-3.11%2025-12-312026-02-06 IJJ ISHARES TR65.6K shares-1.98%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC210.9K shares-9.22%2025-12-312026-02-06 TIP ISHARES TR77.4K shares-0.17%2025-12-312026-02-06 AEP AMERICAN ELEC PWR CO INC73.7K shares113.36%2025-12-312026-02-06 JEPI J P MORGAN EXCHANGE TRADED147.5K shares-16.73%2025-12-312026-02-06 CGHM CAPITAL GRP FIXED INCM ETF331.0K shares10.17%2025-12-312026-02-06 PAYX PAYCHEX INC74.9K shares20.46%2025-12-312026-02-06 TXN TEXAS INSTRS INC47.8K shares13.11%2025-12-312026-02-06 IXUS ISHARES TR97.9K shares-2.00%2025-12-312026-02-06 CMCSA COMCAST CORP NEW275.9K shares-4.50%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS27.8K shares59.01%2025-12-312026-02-06 CGMU CAPITAL GRP FIXED INCM ETF300.0K shares10.82%2025-12-312026-02-06 CNC CENTENE CORP DEL199.6K shares-4.79%2025-12-312026-02-06 ORLY OREILLY AUTOMOTIVE INC89.9K shares85.63%2025-12-312026-02-06 MDLZ MONDELEZ INTL INC152.2K shares-8.13%2025-12-312026-02-06 AIRR FIRST TR EXCHANGE TRADED FD83.2K shares1.60%2025-12-312026-02-06 SPHY SPDR SERIES TRUST339.9K shares392.62%2025-12-312026-02-06 SPGI S&P GLOBAL INC15.2K shares-0.97%2025-12-312026-02-06 APP APPLOVIN CORP11.6K shares-12.98%2025-12-312026-02-06 OKTA OKTA INC90.4K shares30.07%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO21.1K shares136.91%2025-12-312026-02-06 GPIX GOLDMAN SACHS ETF TR147.2K shares15.87%2025-12-312026-02-06 VTIP VANGUARD MALVERN FDS156.8K shares8.04%2025-12-312026-02-06 SCHB SCHWAB STRATEGIC TR294.3K shares-1.00%2025-12-312026-02-06 IGLB ISHARES TR152.3K shares0.79%2025-12-312026-02-06 GGUS GOLDMAN SACHS ETF TR119.5K shares21.91%2025-12-312026-02-06 VRTX VERTEX PHARMACEUTICALS INC16.5K shares-9.62%2025-12-312026-02-06 ZTS ZOETIS INC59.3K shares17.35%2025-12-312026-02-06 JAAA JANUS DETROIT STR TR144.7K shares11.42%2025-12-312026-02-06 BUFR FIRST TR EXCHNG TRADED FD212.5K shares9.93%2025-12-312026-02-06 LMBS FIRST TR EXCHANGE-TRADED FD143.7K shares-4.71%2025-12-312026-02-06 GEM GOLDMAN SACHS ETF TR172.4K shares20.13%2025-12-312026-02-06 KLAC KLA CORP5.9K shares-4.27%2025-12-312026-02-06 MCK MCKESSON CORP8.6K shares5.63%2025-12-312026-02-06 BALI BLACKROCK ETF TRUST222.3K shares16.63%2025-12-312026-02-06 AJG GALLAGHER ARTHUR J & CO27.2K shares-60.74%2025-12-312026-02-06 SPSB SPDR SERIES TRUST231.2K shares-1.30%2025-12-312026-02-06 MMC MARSH & MCLENNAN COS INC37.0K shares83.42%2025-12-312026-02-06 HYGW ISHARES TR229.9K shares30.12%2025-12-312026-02-06 SHOP SHOPIFY INC42.4K shares12.06%2025-12-312026-02-06 TDIV FIRST TR EXCHANGE TRADED FD70.3K shares-2.46%2025-12-312026-02-06 MELI MERCADOLIBRE INC3.3K shares2.27%2025-12-312026-02-06 CGDG CAPITAL GROUP DIVIDEND187.5K shares12.17%2025-12-312026-02-06 CAT CATERPILLAR INC11.7K shares29.37%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE21.5K shares3.82%2025-12-312026-02-06 XLI SELECT SECTOR SPDR TR42.6K shares11.40%2025-12-312026-02-06 T AT&T INC264.5K shares-3.30%2025-12-312026-02-06 IWO ISHARES TR20.3K shares24.00%2025-12-312026-02-06 AMP AMERIPRISE FINL INC13.0K shares-9.29%2025-12-312026-02-06 FSIG FIRST TR EXCHANGE-TRADED FD330.1K shares-0.19%2025-12-312026-02-06 NUHY NUSHARES ETF TR290.0K shares0.92%2025-12-312026-02-06 COIN COINBASE GLOBAL INC27.2K shares-8.74%2025-12-312026-02-06 RGLO RUSSELL INVTS EXCHANGE206.9K shares710.30%2025-12-312026-02-06 PFE PFIZER INC243.7K shares0.16%2025-12-312026-02-06 DFUV DIMENSIONAL ETF TRUST130.0K shares-2.58%2025-12-312026-02-06 MCD MCDONALDS CORP19.8K shares20.18%2025-12-312026-02-06 FDX FEDEX CORP20.9K shares-1.07%2025-12-312026-02-06 NUEM NUSHARES ETF TR169.0K shares0.49%2025-12-312026-02-06 TMUS T-MOBILE US INC29.6K shares2.70%2025-12-312026-02-06 RCL ROYAL CARIBBEAN GROUP21.4K shares59.72%2025-12-312026-02-06 VCSH VANGUARD SCOTTSDALE FDS74.4K shares3.78%2025-12-312026-02-06 PNC PNC FINL SVCS GROUP INC28.2K shares1.86%2025-12-312026-02-06 JCI JOHNSON CTLS INTL PLC48.7K shares-2.93%2025-12-312026-02-06 DELL DELL TECHNOLOGIES INC46.2K shares200.86%2025-12-312026-02-06 EMLC VANECK ETF TRUST224.7K shares550.92%2025-12-312026-02-06 SPMO INVESCO EXCH TRADED FD TR48.1K shares-28.31%2025-12-312026-02-06 FVD FIRST TR EXCHANGE-TRADED FD123.7K shares-0.88%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS25.8K shares5.20%2025-12-312026-02-06 CDNS CADENCE DESIGN SYSTEM INC17.9K shares2.85%2025-12-312026-02-06 HELO J P MORGAN EXCHANGE TRADED84.2K shares-31.16%2025-12-312026-02-06 TDG TRANSDIGM GROUP INC4.2K shares7.25%2025-12-312026-02-06 SECT NORTHERN LTS FD TR IV86.2K shares-2.50%2025-12-312026-02-06 MMM 3M CO34.3K shares-1.58%2025-12-312026-02-06 UCON FIRST TR EXCHNG TRADED FD216.8K shares18.65%2025-12-312026-02-06 BMY BRISTOL-MYERS SQUIBB CO100.2K shares0.52%2025-12-312026-02-06 MNST MONSTER BEVERAGE CORP NEW69.5K shares13.33%2025-12-312026-02-06 VEEV VEEVA SYS INC23.7K shares3.50%2025-12-312026-02-06 SO SOUTHERN CO60.4K shares0.97%2025-12-312026-02-06 TLN TALEN ENERGY CORP14.0K shares5.12%2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP10.8K shares-3.26%2025-12-312026-02-06 DFIV DIMENSIONAL ETF TRUST104.0K shares-0.85%2025-12-312026-02-06 AZN ASTRAZENECA PLC56.3K shares5.27%2025-12-312026-02-06 DFSD DIMENSIONAL ETF TRUST106.2K shares-1.74%2025-12-312026-02-06 ITOT ISHARES TR34.0K shares6.72%2025-12-312026-02-06 FICO FAIR ISAAC CORP3.0K shares83.69%2025-12-312026-02-06 UPS UNITED PARCEL SERVICE INC50.8K shares51.56%2025-12-312026-02-06 ASML ASML HOLDING N V4.7K shares16.57%2025-12-312026-02-06 CDX SIMPLIFY EXCHANGE TRADED221.6K sharesnew addition2025-12-312026-02-06 BBY BEST BUY INC73.7K shares-5.16%2025-12-312026-02-06 BKR BAKER HUGHES COMPANY108.2K shares6.76%2025-12-312026-02-06 VGT VANGUARD WORLD FD6.5K shares-4.83%2025-12-312026-02-06 WELL WELLTOWER INC26.3K shares89.82%2025-12-312026-02-06 CBRE CBRE GROUP INC30.1K shares-0.97%2025-12-312026-02-06 RGA REINSURANCE GRP OF AMERICA23.7K shares-5.10%2025-12-312026-02-06 TFC TRUIST FINL CORP97.8K shares2.10%2025-12-312026-02-06 DFAS DIMENSIONAL ETF TRUST67.9K shares2.03%2025-12-312026-02-06 XLU SELECT SECTOR SPDR TR110.2K shares291.55%2025-12-312026-02-06 LOW LOWES COS INC19.4K shares1.73%2025-12-312026-02-06 HUBBELL INC HUBBELL INC10.4K sharesnew addition2025-12-312026-02-06 JEPQ J P MORGAN EXCHANGE TRADED78.5K shares12.46%2025-12-312026-02-06 NUSA NUSHARES ETF TR195.0K shares7.36%2025-12-312026-02-06 HIG HARTFORD INSURANCE GROUP32.8K shares5.87%2025-12-312026-02-06 HSY HERSHEY CO24.8K shares-5.59%2025-12-312026-02-06 EQIX EQUINIX INC5.9K shares-16.46%2025-12-312026-02-06 CGGO CAPITAL GROUP GBL GROWTH130.2K shares18.71%2025-12-312026-02-06 MTBA SIMPLIFY EXCHANGE TRADED89.5K shares-7.53%2025-12-312026-02-06 SPAB SPDR SERIES TRUST172.7K shares337.56%2025-12-312026-02-06 XLV SELECT SECTOR SPDR TR28.4K shares125.12%2025-12-312026-02-06 ICE INTERCONTINENTAL EXCHANGE26.9K shares-3.71%2025-12-312026-02-06 ANGL VANECK ETF TRUST148.0K sharesnew addition2025-12-312026-02-06 KBWB INVESCO EXCH TRADED FD TR51.5K shares18.24%2025-12-312026-02-06 ATI ATI INC37.8K shares-4.80%2025-12-312026-02-06 IJK ISHARES TR44.4K shares2.21%2025-12-312026-02-06 BTI BRITISH AMERN TOB PLC75.6K shares5.47%2025-12-312026-02-06 DEMZ ADVISORS INNER CIRCLE FD100.1K shares64.25%2025-12-312026-02-06 CGGR CAPITAL GROUP GROWTH ETF95.2K shares17.31%2025-12-312026-02-06 CGBL CAPITAL GROUP CORE BALANCED119.5K shares14.64%2025-12-312026-02-06 RAFE PIMCO EQUITY SER100.2K sharesnew addition2025-12-312026-02-06 JMTG J P MORGAN EXCHANGE TRADED81.2K sharesnew addition2025-12-312026-02-06 CB CHUBB LIMITED13.3K shares-0.32%2025-12-312026-02-06 ENB ENBRIDGE INC86.4K shares0.60%2025-12-312026-02-06 CVS CVS HEALTH CORP51.9K shares1.58%2025-12-312026-02-06 FTHI FIRST TR EXCHANGE TRADED FD173.8K shares0.06%2025-12-312026-02-06 CART MAPLEBEAR INC90.3K shares4.82%2025-12-312026-02-06 SLB SLB LIMITED105.4K shares-6.18%2025-12-312026-02-06 GSSC GOLDMAN SACHS ETF TR53.4K shares22.67%2025-12-312026-02-06 SCHQ SCHWAB STRATEGIC TR127.0K shares121.57%2025-12-312026-02-06 EUSB ISHARES TR91.7K shares-1.76%2025-12-312026-02-06 JQUA J P MORGAN EXCHANGE TRADED63.0K shares-2.86%2025-12-312026-02-06 IBB ISHARES TR23.6K sharesnew addition2025-12-312026-02-06 GEV GE VERNOVA INC6.1K shares37.95%2025-12-312026-02-06 TT TRANE TECHNOLOGIES PLC10.0K shares-0.59%2025-12-312026-02-06 HYG ISHARES TR48.1K shares-13.49%2025-12-312026-02-06 MPWR MONOLITHIC PWR SYS INC4.3K shares-5.44%2025-12-312026-02-06 BK BANK NEW YORK MELLON CORP33.3K shares7.60%2025-12-312026-02-06 PWR QUANTA SVCS INC9.1K shares1.18%2025-12-312026-02-06 SNY SANOFI SA79.6K shares2.81%2025-12-312026-02-06 WMB WILLIAMS COS INC63.7K shares-13.41%2025-12-312026-02-06 GTIP GOLDMAN SACHS ETF TR77.7K shares26.66%2025-12-312026-02-06 MSI MOTOROLA SOLUTIONS INC10.0K shares-24.15%2025-12-312026-02-06 PGR PROGRESSIVE CORP16.7K shares-4.66%2025-12-312026-02-06 DVY ISHARES TR26.8K shares1.26%2025-12-312026-02-06 MCHP MICROCHIP TECHNOLOGY INC.58.8K shares-6.10%2025-12-312026-02-06 SYK STRYKER CORPORATION10.6K shares-3.19%2025-12-312026-02-06 MGK VANGUARD WORLD FD9.0K shares-4.58%2025-12-312026-02-06 YLD PRINCIPAL EXCHANGE TRADED194.5K shares-8.12%2025-12-312026-02-06 AGGH SIMPLIFY EXCHANGE TRADED177.4K sharesnew addition2025-12-312026-02-06 FDL FIRST TR EXCHANGE-TRADED FD82.3K shares-10.06%2025-12-312026-02-06 FLXR TCW ETF TRUST92.0K shares-8.17%2025-12-312026-02-06 UNILEVER PLC UNILEVER PLC55.1K sharesnew addition2025-12-312026-02-06 CWB SPDR SERIES TRUST40.3K shares106.73%2025-12-312026-02-06 HYLS FIRST TR EXCHANGE-TRADED FD85.8K shares15.86%2025-12-312026-02-06 FALN ISHARES TR131.2K shares6.45%2025-12-312026-02-06 DRI DARDEN RESTAURANTS INC19.4K shares-32.33%2025-12-312026-02-06 CGMS CAPITAL GRP FIXED INCM ETF128.7K shares32.40%2025-12-312026-02-06 YUM YUM BRANDS INC23.4K shares174.14%2025-12-312026-02-06 FTCS FIRST TR EXCHANGE-TRADED FD37.9K shares80.74%2025-12-312026-02-06 CGCB CAPITAL GRP FIXED INCM ETF131.0K shares20.02%2025-12-312026-02-06 VGSR MANAGER DIRECTED PORTFOLIOS333.6K shares26.67%2025-12-312026-02-06 XLY SELECT SECTOR SPDR TR28.7K shares90.74%2025-12-312026-02-06 CTRA COTERRA ENERGY INC129.3K shares3.84%2025-12-312026-02-06 ADP AUTOMATIC DATA PROCESSING13.1K shares-3.48%2025-12-312026-02-06 PSX PHILLIPS 6625.8K shares-4.39%2025-12-312026-02-06 USHY ISHARES TR89.0K shares58.06%2025-12-312026-02-06 FDVV FIDELITY COVINGTON TRUST58.6K shares36.00%2025-12-312026-02-06 VTRS VIATRIS INC265.4K shares-1.80%2025-12-312026-02-06 IEI ISHARES TR27.5K shares9.55%2025-12-312026-02-06 JSTC TIDAL TRUST I161.4K shares16.79%2025-12-312026-02-06 HWM HOWMET AEROSPACE INC15.8K shares3.72%2025-12-312026-02-06 LNG CHENIERE ENERGY INC16.7K shares-4.52%2025-12-312026-02-06 VWOB VANGUARD WHITEHALL FDS47.8K shares-0.33%2025-12-312026-02-06 O REALTY INCOME CORP56.9K shares4.51%2025-12-312026-02-06 SAP SAP SE13.2K shares-4.73%2025-12-312026-02-06 QQMG INVESCO EXCH TRADED FD TR74.6K shares-3.00%2025-12-312026-02-06 XEL XCEL ENERGY INC42.8K shares-5.17%2025-12-312026-02-06 GSK PLC GSK PLC64.4K shares-9.47%2025-12-312026-02-06 ADSK AUTODESK INC10.5K shares8.81%2025-12-312026-02-06 CGMM CAPITAL GROUP EQUITY ETF TR106.9K shares19.93%2025-12-312026-02-06 MDY SPDR S&P MIDCAP 400 ETF TR5.1K shares-0.61%2025-12-312026-02-06 VGIT VANGUARD SCOTTSDALE FDS49.8K shares5.08%2025-12-312026-02-06 ECL ECOLAB INC11.4K shares9.20%2025-12-312026-02-06 COWZ PACER FDS TR49.5K shares-8.29%2025-12-312026-02-06 NVS NOVARTIS AG21.4K shares10.60%2025-12-312026-02-06 CRH PLC CRH PLC23.6K shares-5.33%2025-12-312026-02-06 RINT RUSSELL INVTS EXCHANGE100.5K shares655.46%2025-12-312026-02-06 ETHO AMPLIFY ETF TR44.9K shares16.64%2025-12-312026-02-06 GLW CORNING INC33.0K shares10.46%2025-12-312026-02-06 CVNA CARVANA CO6.8K shares364.97%2025-12-312026-02-06 BDX BECTON DICKINSON & CO14.7K shares-9.14%2025-12-312026-02-06 MSCI MSCI INC4.9K shares421.95%2025-12-312026-02-06 FTCB FIRST TR EXCHANGE-TRADED FD132.7K shares17.28%2025-12-312026-02-06 RING ISHARES INC38.2K shares36.99%2025-12-312026-02-06 SPIB SPDR SERIES TRUST83.0K shares-71.04%2025-12-312026-02-06 JUST GOLDMAN SACHS ETF TR28.9K shares2.16%2025-12-312026-02-06 WDC WESTERN DIGITAL CORP16.2K shares6.04%2025-12-312026-02-06 SHW SHERWIN WILLIAMS CO8.6K shares-5.10%2025-12-312026-02-06 PNR PENTAIR PLC26.5K shares-3.21%2025-12-312026-02-06 CARR CARRIER GLOBAL CORPORATION52.1K shares-3.10%2025-12-312026-02-06 AVDV AMERICAN CENTY ETF TR29.1K shares-3.32%2025-12-312026-02-06 OKE ONEOK INC NEW37.2K sharesnew addition2025-12-312026-02-06 VONE VANGUARD SCOTTSDALE FDS8.8K shares5.40%2025-12-312026-02-06 MCO MOODYS CORP5.3K shares-3.36%2025-12-312026-02-06 AVEM AMERICAN CENTY ETF TR34.8K shares9.78%2025-12-312026-02-06 XLE SELECT SECTOR SPDR TR59.7K shares123.02%2025-12-312026-02-06 MLM MARTIN MARIETTA MATLS INC4.2K shares3.62%2025-12-312026-02-06 ACWI ISHARES TR18.7K shares2.47%2025-12-312026-02-06 CMI CUMMINS INC5.2K shares24.33%2025-12-312026-02-06 ADBE ADOBE INC7.5K shares5.04%2025-12-312026-02-06 FE FIRSTENERGY CORP58.7K shares1.13%2025-12-312026-02-06 SE SEA LTD20.6K shares-2.64%2025-12-312026-02-06 QQQM INVESCO EXCH TRADED FD TR10.4K shares11.56%2025-12-312026-02-06 EWJ ISHARES INC32.5K shares223.48%2025-12-312026-02-06 SPOT SPOTIFY TECHNOLOGY S A4.5K shares-12.57%2025-12-312026-02-06 DT DYNATRACE INC59.6K shares-3.68%2025-12-312026-02-06 MPC MARATHON PETE CORP15.7K shares-40.37%2025-12-312026-02-06 XLC SELECT SECTOR SPDR TR21.5K shares-1.00%2025-12-312026-02-06 CEG CONSTELLATION ENERGY CORP7.1K shares28.46%2025-12-312026-02-06 CACI CACI INTL INC4.7K shares-14.35%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available