The Analysis of Essex Financial Services, Inc.'s Holdings

Currently, Essex Financial Services, Inc. holds 784 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in TPL (+30.3K shares, valued at $8.7M), PYLD (+184.6K shares, valued at $4.9M), N/A (+55.9K shares, valued at $3.7M); decreased their positions in BLFY (-302.6K shares, valued at $3.8M), AMZN (-13.6K shares, valued at $3.1M), MINT (-20.0K shares, valued at $2.0M); initiated new positions in N/A (+55.9K shares, valued at $3.7M), N/A (+14.3K shares, valued at $932.9K), FTSD (+9.1K shares, valued at $827.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC322.1K shares-1.01%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR99.1K shares-0.72%2025-12-312026-02-10

MSFT MICROSOFT CORP104.2K shares-1.96%2025-12-312026-02-10

VOOG VANGUARD ADMIRAL FDS INC90.0K shares-1.27%2025-12-312026-02-10

ALPHABET INC ALPHABET INC112.6K shares1.33%2025-12-312026-02-10

NVDA NVIDIA CORPORATION182.7K shares-2.72%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR48.0K shares0.23%2025-12-312026-02-10

GLD SPDR GOLD TR82.0K shares-2.05%2025-12-312026-02-10

Sponsored

IVV ISHARES TR39.1K shares0.23%2025-12-312026-02-10

AMZN AMAZON COM INC109.5K shares-11.05%2025-12-312026-02-10

LLY ELI LILLY & CO23.2K shares-0.87%2025-12-312026-02-10

VYM VANGUARD WHITEHALL FDS170.6K shares2.99%2025-12-312026-02-10

PYLD PIMCO ETF TR811.7K shares29.44%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.64.5K shares0.53%2025-12-312026-02-10

ITOT ISHARES TR132.8K shares-0.60%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL33.6K shares-0.25%2025-12-312026-02-10

Sponsored

XOM EXXON MOBIL CORP137.5K shares6.33%2025-12-312026-02-10

ALPHABET INC ALPHABET INC52.0K shares-0.20%2025-12-312026-02-10

VTV VANGUARD INDEX FDS84.8K shares1.95%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T83.2K shares1.09%2025-12-312026-02-10

JPST J P MORGAN EXCHANGE TRADED F309.9K shares29.92%2025-12-312026-02-10

RECS COLUMBIA ETF TR I357.1K shares20.66%2025-12-312026-02-10

RTX RTX CORPORATION73.1K shares-3.75%2025-12-312026-02-10

PHYS SPROTT ASSET MANAGEMENT LP402.3K shares-0.34%2025-12-312026-02-10

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI45.5K shares199.60%2025-12-312026-02-10

MINT PIMCO ETF TR129.8K shares-13.34%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON61.8K shares4.21%2025-12-312026-02-10

TSLA TESLA INC27.9K shares-2.89%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS54.8K shares-1.24%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T255.8K shares8.53%2025-12-312026-02-10

NOBL PROSHARES TR112.7K shares-2.45%2025-12-312026-02-10

VTI VANGUARD INDEX FDS34.6K shares-0.48%2025-12-312026-02-10

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE258.7K shares9.31%2025-12-312026-02-10

VUG VANGUARD INDEX FDS22.2K shares5.22%2025-12-312026-02-10

DGRO ISHARES TR151.3K shares-1.46%2025-12-312026-02-10

META META PLATFORMS INC15.4K shares-2.17%2025-12-312026-02-10

CGUS CAPITAL GROUP CORE EQUITY ET251.1K shares-5.71%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS33.5K shares0.85%2025-12-312026-02-10

SPHQ INVESCO EXCHANGE TRADED FD T132.3K shares-1.16%2025-12-312026-02-10

V VISA INC25.1K shares-0.15%2025-12-312026-02-10

Sponsored

PG PROCTER AND GAMBLE CO60.9K shares1.60%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE28.0K shares0.62%2025-12-312026-02-10

ABBV ABBVIE INC37.5K shares0.49%2025-12-312026-02-10

JBND J P MORGAN EXCHANGE TRADED F158.3K shares11.39%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS135.9K shares16.89%2025-12-312026-02-10

TCAF T ROWE PRICE ETF INC217.4K shares8.48%2025-12-312026-02-10

VO VANGUARD INDEX FDS28.6K shares6.21%2025-12-312026-02-10

BILZ PIMCO ETF TR81.4K shares-4.28%2025-12-312026-02-10

Sponsored

CAT CATERPILLAR INC12.8K shares3.83%2025-12-312026-02-10

USMV ISHARES TR76.3K shares-0.35%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS11.4K shares12.60%2025-12-312026-02-10

CVX CHEVRON CORP NEW46.4K shares-2.31%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares12.50%2025-12-312026-02-10

STRV EA SERIES TRUST152.2K shares3.63%2025-12-312026-02-10

BROADCOM INC BROADCOM INC19.1K shares-5.78%2025-12-312026-02-10

BAC BANK AMERICA CORP118.9K shares1.58%2025-12-312026-02-10

Sponsored

VB VANGUARD INDEX FDS25.3K shares6.06%2025-12-312026-02-10

KO COCA COLA CO93.0K shares-2.57%2025-12-312026-02-10

IJH ISHARES TR97.1K shares-0.77%2025-12-312026-02-10

CODI COMPASS DIVERSIFIED1.3M shares-0.63%2025-12-312026-02-10

WMT WALMART INC53.9K shares7.99%2025-12-312026-02-10

IWR ISHARES TR61.7K shares0.65%2025-12-312026-02-10

IWF ISHARES TR12.4K shares-0.44%2025-12-312026-02-10

GLDM WORLD GOLD TR68.4K shares-1.72%2025-12-312026-02-10

Sponsored

TJX TJX COS INC NEW37.9K shares2.17%2025-12-312026-02-10

CGBL CAPITAL GROUP CORE BALANCED163.6K shares21.29%2025-12-312026-02-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II79.2K shares-0.50%2025-12-312026-02-10

SDY SPDR SERIES TRUST40.2K shares-2.91%2025-12-312026-02-10

CSCO CISCO SYS INC68.8K shares-9.66%2025-12-312026-02-10

PVAL PUTNAM ETF TRUST116.0K shares16.10%2025-12-312026-02-10

IUSG ISHARES TR30.2K shares-1.16%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC30.2K shares5.80%2025-12-312026-02-10

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP14.3K shares-0.17%2025-12-312026-02-10

JMST J P MORGAN EXCHANGE TRADED F94.0K shares2.23%2025-12-312026-02-10

FBND FIDELITY MERRIMACK STR TR102.9K shares-0.07%2025-12-312026-02-10

FDVV FIDELITY COVINGTON TRUST83.2K shares0.34%2025-12-312026-02-10

LDUR PIMCO ETF TR49.1K shares9.69%2025-12-312026-02-10

HD HOME DEPOT INC13.4K shares6.04%2025-12-312026-02-10

CGGR CAPITAL GROUP GROWTH ETF103.9K shares19.06%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC43.7K shares3.37%2025-12-312026-02-10

Sponsored

ORCL ORACLE CORP23.5K shares2.02%2025-12-312026-02-10

PFE PFIZER INC183.2K shares-1.66%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC7.8K shares1.23%2025-12-312026-02-10

GEV GE VERNOVA INC7.0K shares1.68%2025-12-312026-02-10

PAAA PGIM ETF TR87.3K shares-2.79%2025-12-312026-02-10

RWL INVESCO EXCH TRADED FD TR II38.2K shares5.83%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F76.3K shares-24.53%2025-12-312026-02-10

ALAB ASTERA LABS INC26.1K shares-0.29%2025-12-312026-02-10

Sponsored

FBCG FIDELITY COVINGTON TRUST76.7K shares10.21%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC26.8K shares-0.28%2025-12-312026-02-10

BLFY BLUE FOUNDRY BANCORP326.2K shares-48.12%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC4.6K shares-1.63%2025-12-312026-02-10

PMBS PIMCO ETF TR79.3K shares109.47%2025-12-312026-02-10

ASML ASML HOLDING N V3.7K shares-0.16%2025-12-312026-02-10

ROP ROPER TECHNOLOGIES INC8.8K shares-2.93%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW4.4K shares0.77%2025-12-312026-02-10

Sponsored

VYMI VANGUARD WHITEHALL FDS42.5K shares15.09%2025-12-312026-02-10

MCD MCDONALDS CORP12.5K shares4.26%2025-12-312026-02-10

TMSL T ROWE PRICE ETF INC105.6K shares18.29%2025-12-312026-02-10

JCPB J P MORGAN EXCHANGE TRADED F79.7K shares155.57%2025-12-312026-02-10

DE DEERE & CO8.1K shares1.00%2025-12-312026-02-10

IWD ISHARES TR17.8K shares-0.20%2025-12-312026-02-10

IWP ISHARES TR27.2K shares8.80%2025-12-312026-02-10

VGT VANGUARD WORLD FD4.9K shares1.65%2025-12-312026-02-10

Sponsored

PEP PEPSICO INC25.6K shares0.36%2025-12-312026-02-10

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO55.9K sharesnew addition2025-12-312026-02-10

WPM WHEATON PRECIOUS METALS CORP31.2K shares-2.07%2025-12-312026-02-10

SO SOUTHERN CO40.1K shares2.11%2025-12-312026-02-10

QUS SPDR SERIES TRUST20.0K shares-0.39%2025-12-312026-02-10

VBR VANGUARD INDEX FDS16.3K shares4.70%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP7.1K shares11.96%2025-12-312026-02-10

NEE NEXTERA ENERGY INC42.2K shares-13.11%2025-12-312026-02-10

Sponsored

REGL PROSHARES TR39.4K shares-10.81%2025-12-312026-02-10

IVW ISHARES TR26.6K shares-6.25%2025-12-312026-02-10

IEFA ISHARES TR36.6K shares7.77%2025-12-312026-02-10

CMI CUMMINS INC6.4K shares-0.12%2025-12-312026-02-10

FTCS FIRST TR EXCHANGE-TRADED FD34.9K shares-4.78%2025-12-312026-02-10

ABT ABBOTT LABS25.4K shares1.67%2025-12-312026-02-10

VXUS VANGUARD STAR FDS41.2K shares6.54%2025-12-312026-02-10

IJR ISHARES TR25.8K shares0.22%2025-12-312026-02-10

Sponsored

DVY ISHARES TR21.9K shares0.58%2025-12-312026-02-10

QQQM INVESCO EXCH TRADED FD TR II12.2K shares1.89%2025-12-312026-02-10

BILS SPDR SERIES TRUST30.5K shares4.62%2025-12-312026-02-10

BMY BRISTOL-MYERS SQUIBB CO54.7K shares8.43%2025-12-312026-02-10

BOND PIMCO ETF TR31.5K shares1.18%2025-12-312026-02-10

UNP UNION PAC CORP12.4K shares0.88%2025-12-312026-02-10

TCAL T ROWE PRICE ETF INC121.0K shares75.55%2025-12-312026-02-10

QQQJ INVESCO EXCH TRADED FD TR II77.0K shares-0.94%2025-12-312026-02-10

Sponsored

VZ VERIZON COMMUNICATIONS INC69.6K shares-6.90%2025-12-312026-02-10

BABA ALIBABA GROUP HLDG LTD19.2K shares-15.50%2025-12-312026-02-10

IWM ISHARES TR11.4K shares1.19%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC8.6K shares-4.51%2025-12-312026-02-10

AAAU GOLDMAN SACHS PHYSICAL GOLD63.4K shares-0.74%2025-12-312026-02-10

ADBE ADOBE INC7.7K shares-10.81%2025-12-312026-02-10

CGMM CAPITAL GROUP EQUITY ETF TR93.0K shares35.48%2025-12-312026-02-10

DIS DISNEY WALT CO23.6K shares-0.55%2025-12-312026-02-10

Sponsored

UNH UNITEDHEALTH GROUP INC8.1K shares-6.94%2025-12-312026-02-10

THE CIGNA GROUP THE CIGNA GROUP9.6K shares-1.80%2025-12-312026-02-10

IXUS ISHARES TR31.1K shares3.54%2025-12-312026-02-10

HON HONEYWELL INTL INC13.5K shares7.08%2025-12-312026-02-10

SLV ISHARES SILVER TR40.4K shares8.09%2025-12-312026-02-10

ISPY PROSHARES TR55.8K shares203.00%2025-12-312026-02-10

TCHP T ROWE PRICE ETF INC51.0K shares-1.15%2025-12-312026-02-10

VOOV VANGUARD ADMIRAL FDS INC12.1K shares-1.11%2025-12-312026-02-10

Sponsored

PLTR PALANTIR TECHNOLOGIES INC13.9K shares4.18%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD8.1K shares1.53%2025-12-312026-02-10

DIA SPDR DOW JONES INDL AVERAGE5.1K shares6.27%2025-12-312026-02-10

NFLX NETFLIX INC25.8K shares1279.12%2025-12-312026-02-10

MCK MCKESSON CORP2.9K shares-1.39%2025-12-312026-02-10

VFH VANGUARD WORLD FD17.8K shares0.33%2025-12-312026-02-10

IWB ISHARES TR6.3K shares-0.77%2025-12-312026-02-10

SOXX ISHARES TR7.9K shares0.03%2025-12-312026-02-10

Sponsored

LNG CHENIERE ENERGY INC12.0K shares15.98%2025-12-312026-02-10

MA MASTERCARD INCORPORATED4.1K shares-1.29%2025-12-312026-02-10

TRV TRAVELERS COMPANIES INC7.9K shares1.38%2025-12-312026-02-10

MO ALTRIA GROUP INC39.7K shares1.59%2025-12-312026-02-10

AMGN AMGEN INC7.0K shares25.43%2025-12-312026-02-10

FEOE RBB FUND TRUST46.4K shares43.43%2025-12-312026-02-10

T AT&T INC87.8K shares-19.92%2025-12-312026-02-10

AIRR FIRST TR EXCHANGE TRADED FD22.1K shares6.61%2025-12-312026-02-10

Sponsored

PKW INVESCO EXCHANGE TRADED FD T16.2K shares-2.72%2025-12-312026-02-10

ALPS ETF TR ALPS ETF TR46.1K shares-26.89%2025-12-312026-02-10

CARR CARRIER GLOBAL CORPORATION41.0K shares1.62%2025-12-312026-02-10

RAAX VANECK ETF TRUST61.8K shares0.06%2025-12-312026-02-10

PNC PNC FINL SVCS GROUP INC10.3K shares3.62%2025-12-312026-02-10

DFLV DIMENSIONAL ETF TRUST62.8K shares1.55%2025-12-312026-02-10

ARCC ARES CAPITAL CORP104.0K shares-12.49%2025-12-312026-02-10

CITIGROUP INC CITIGROUP INC17.5K shares1.69%2025-12-312026-02-10

Sponsored

BK BANK NEW YORK MELLON CORP17.6K shares0.51%2025-12-312026-02-10

TBUX T ROWE PRICE ETF INC40.6K shares16.63%2025-12-312026-02-10

IVE ISHARES TR9.5K shares-6.84%2025-12-312026-02-10

VCSH VANGUARD SCOTTSDALE FDS25.1K shares3.67%2025-12-312026-02-10

WFC WELLS FARGO CO NEW21.5K shares13.80%2025-12-312026-02-10

KKR & CO INC KKR & CO INC15.3K shares2.30%2025-12-312026-02-10

CIBR FIRST TR EXCHANGE TRADED FD27.0K shares0.60%2025-12-312026-02-10

ALL ALLSTATE CORP9.3K shares-0.72%2025-12-312026-02-10

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.4K shares0.95%2025-12-312026-02-10

VIGI VANGUARD WHITEHALL FDS21.0K shares9.83%2025-12-312026-02-10

NFLT ETFIS SER TR I82.7K shares46.50%2025-12-312026-02-10

QUAL ISHARES TR9.6K shares-7.48%2025-12-312026-02-10

FUND SPROTT FOCUS TR INC217.6K shares-0.39%2025-12-312026-02-10

VHT VANGUARD WORLD FD6.5K shares5.35%2025-12-312026-02-10

QCOM QUALCOMM INC10.8K shares-1.17%2025-12-312026-02-10

VGK VANGUARD INTL EQUITY INDEX F22.1K shares119.47%2025-12-312026-02-10

Sponsored

APH AMPHENOL CORP NEW13.6K shares5.64%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR33.1K shares-1.26%2025-12-312026-02-10

INTC INTEL CORP48.4K shares-7.53%2025-12-312026-02-10

O REALTY INCOME CORP31.2K shares7.20%2025-12-312026-02-10

CB CHUBB LIMITED5.5K shares10.77%2025-12-312026-02-10

ILCG ISHARES TR16.5K shares-1.07%2025-12-312026-02-10

LINDE PLC LINDE PLC3.9K shares-3.24%2025-12-312026-02-10

FELV FIDELITY COVINGTON TRUST47.5K shares-1.28%2025-12-312026-02-10

Sponsored

ADP AUTOMATIC DATA PROCESSING IN6.4K shares3.97%2025-12-312026-02-10

VAW VANGUARD WORLD FD7.9K shares0.31%2025-12-312026-02-10

MDY SPDR S&P MIDCAP 400 ETF TR2.7K shares3.71%2025-12-312026-02-10

ITA ISHARES TR7.5K shares1.13%2025-12-312026-02-10

OTIS OTIS WORLDWIDE CORP18.4K shares-4.24%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO4.3K shares9.57%2025-12-312026-02-10

VOX VANGUARD WORLD FD8.3K shares0.18%2025-12-312026-02-10

WM WASTE MGMT INC DEL7.2K shares6.63%2025-12-312026-02-10

Sponsored

CVS CVS HEALTH CORP20.0K shares10.52%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC7.2K shares-16.52%2025-12-312026-02-10

MMM 3M CO9.6K shares5.82%2025-12-312026-02-10

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC20.6K shares-1.68%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR54.9K shares0.08%2025-12-312026-02-10

GQGU ADVISORS INNER CIRCLE FD III60.7K shares340.69%2025-12-312026-02-10

CRM SALESFORCE INC5.4K shares-0.62%2025-12-312026-02-10

MOAT VANECK ETF TRUST13.8K shares-38.42%2025-12-312026-02-10

Sponsored

BUXX EA SERIES TRUST69.3K shares-3.91%2025-12-312026-02-10

TT TRANE TECHNOLOGIES PLC3.6K shares11.68%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC14.4K shares-1.00%2025-12-312026-02-10

COP CONOCOPHILLIPS14.8K shares-22.23%2025-12-312026-02-10

VCR VANGUARD WORLD FD3.5K shares0.90%2025-12-312026-02-10

IXN ISHARES TR12.9K shares0.00%2025-12-312026-02-10

NSC NORFOLK SOUTHN CORP4.7K shares3.12%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T28.8K shares-0.77%2025-12-312026-02-10

Sponsored

FIDU FIDELITY COVINGTON TRUST16.3K shares11.98%2025-12-312026-02-10

PFF ISHARES TR43.3K shares-4.16%2025-12-312026-02-10

BA BOEING CO6.1K shares-0.03%2025-12-312026-02-10

LOW LOWES COS INC5.5K shares1.06%2025-12-312026-02-10

SPYX SPDR SERIES TRUST23.6K shares0.03%2025-12-312026-02-10

VDE VANGUARD WORLD FD10.5K shares0.17%2025-12-312026-02-10

FBTC FIDELITY WISE ORIGIN BITCOIN17.3K shares-2.11%2025-12-312026-02-10

MTB M & T BK CORP6.5K shares-16.58%2025-12-312026-02-10

Sponsored

EMR EMERSON ELEC CO9.8K shares-4.79%2025-12-312026-02-10

MMC MARSH & MCLENNAN COS INC7.0K shares95.44%2025-12-312026-02-10

IYW ISHARES TR6.4K shares-1.93%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP12.8K shares0.82%2025-12-312026-02-10

ES EVERSOURCE ENERGY18.9K shares1.48%2025-12-312026-02-10

WBS WEBSTER FINL CORP20.1K shares27.72%2025-12-312026-02-10

CME CME GROUP INC4.6K shares-0.46%2025-12-312026-02-10

DHR DANAHER CORPORATION5.4K shares-3.07%2025-12-312026-02-10

Sponsored

SMDV PROSHARES TR18.8K shares-14.72%2025-12-312026-02-10

ISHARES GOLD TR ISHARES GOLD TR15.2K shares-7.61%2025-12-312026-02-10

NVS NOVARTIS AG8.9K shares0.03%2025-12-312026-02-10

BUFR FIRST TR EXCHNG TRADED FD VI35.8K shares-0.14%2025-12-312026-02-10

ELV ELEVANCE HEALTH INC FORMERLY3.5K shares-7.59%2025-12-312026-02-10

MGK VANGUARD WORLD FD2.9K shares-8.69%2025-12-312026-02-10

BKNG BOOKING HOLDINGS INC226 shares-1.31%2025-12-312026-02-10

FTEC FIDELITY COVINGTON TRUST5.3K shares9.26%2025-12-312026-02-10

Sponsored

PPG PPG INDS INC11.7K shares1.50%2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP7.0K shares3.48%2025-12-312026-02-10

UBER UBER TECHNOLOGIES INC14.6K shares39.98%2025-12-312026-02-10

BSV VANGUARD BD INDEX FDS15.0K shares0.48%2025-12-312026-02-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.4K shares27.05%2025-12-312026-02-10

EPD ENTERPRISE PRODS PARTNERS L36.5K shares-5.38%2025-12-312026-02-10

APD AIR PRODS & CHEMS INC4.7K shares11.72%2025-12-312026-02-10

GDXJ VANECK ETF TRUST10.3K shares0.10%2025-12-312026-02-10

Sponsored

SYK STRYKER CORPORATION3.3K shares22.59%2025-12-312026-02-10

FCX FREEPORT-MCMORAN INC22.9K shares1.83%2025-12-312026-02-10

MS MORGAN STANLEY6.5K shares6.93%2025-12-312026-02-10

COF CAPITAL ONE FINL CORP4.7K shares17.54%2025-12-312026-02-10

CL COLGATE PALMOLIVE CO14.3K shares4.83%2025-12-312026-02-10

CSX CSX CORP31.1K shares4.10%2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR7.2K shares7.12%2025-12-312026-02-10

VSDM VANGUARD MUN BD FDS14.5K shares8.77%2025-12-312026-02-10

Sponsored

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV53.3K shares0.10%2025-12-312026-02-10

EBC EASTERN BANKSHARES INC59.6K shares-7.01%2025-12-312026-02-10

ADM ARCHER DANIELS MIDLAND CO18.8K shares74.58%2025-12-312026-02-10

FMDE FIDELITY COVINGTON TRUST29.6K shares69.59%2025-12-312026-02-10

AMAT APPLIED MATLS INC4.2K shares-9.98%2025-12-312026-02-10

HTGC HERCULES CAPITAL INC56.7K shares0.59%2025-12-312026-02-10

IBB ISHARES TR6.3K shares0.10%2025-12-312026-02-10

IQQQ PROSHARES TR23.8K shares210.85%2025-12-312026-02-10

Sponsored

VOE VANGUARD INDEX FDS6.0K shares6.06%2025-12-312026-02-10

SBUX STARBUCKS CORP12.5K shares-4.69%2025-12-312026-02-10

VT VANGUARD INTL EQUITY INDEX F7.4K shares0.60%2025-12-312026-02-10

VV VANGUARD INDEX FDS3.3K shares4.09%2025-12-312026-02-10

ISTB ISHARES TR21.4K shares1.27%2025-12-312026-02-10

XLI SELECT SECTOR SPDR TR6.7K shares4.38%2025-12-312026-02-10

GLW CORNING INC11.8K shares19.14%2025-12-312026-02-10

PH PARKER-HANNIFIN CORP1.2K shares-0.09%2025-12-312026-02-10

Sponsored

SPYG SPDR SERIES TRUST9.6K shares-10.01%2025-12-312026-02-10

EVSM MORGAN STANLEY ETF TRUST20.2K shares17.15%2025-12-312026-02-10

YUM YUM BRANDS INC6.7K shares1.00%2025-12-312026-02-10

PBT PERMIAN BASIN RTY TR59.2K shares0.01%2025-12-312026-02-10

NUKZ EXCHANGE TRADED CONCEPTS TRU15.8K shares2.93%2025-12-312026-02-10

ARISTA NETWORKS INC ARISTA NETWORKS INC7.6K shares195.63%2025-12-312026-02-10

MDLZ MONDELEZ INTL INC18.5K shares19.42%2025-12-312026-02-10

CGXU CAPITAL GROUP INTL FOCUS EQT33.6K shares1.16%2025-12-312026-02-10

Sponsored

UPS UNITED PARCEL SERVICE INC10.0K shares25.56%2025-12-312026-02-10

IDXX IDEXX LABS INC1.5K shares-2.01%2025-12-312026-02-10

KMB KIMBERLY-CLARK CORP9.7K shares-1.90%2025-12-312026-02-10

PAVE GLOBAL X FDS20.4K shares0.27%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F18.0K shares14.09%2025-12-312026-02-10

IJT ISHARES TR6.9K shares-5.33%2025-12-312026-02-10

SYY SYSCO CORP13.1K shares6.62%2025-12-312026-02-10

JEPQ J P MORGAN EXCHANGE TRADED F16.6K shares-4.92%2025-12-312026-02-10

Sponsored

VOT VANGUARD INDEX FDS3.4K shares118.77%2025-12-312026-02-10

HIMU BLACKROCK ETF TRUST II19.7K shares0.00%2025-12-312026-02-10

ORLY OREILLY AUTOMOTIVE INC10.5K shares0.59%2025-12-312026-02-10

FLQM FRANKLIN TEMPLETON ETF TR17.0K shares-6.57%2025-12-312026-02-10

INFL LISTED FDS TR21.3K shares225.70%2025-12-312026-02-10

BIL SPDR SERIES TRUST10.4K shares-10.55%2025-12-312026-02-10

GILD GILEAD SCIENCES INC7.7K shares0.93%2025-12-312026-02-10

XOP SPDR SERIES TRUST7.5K shares-0.31%2025-12-312026-02-10

Sponsored

AEP AMERICAN ELEC PWR CO INC8.1K shares9.84%2025-12-312026-02-10

KMI KINDER MORGAN INC DEL34.1K shares-4.45%2025-12-312026-02-10

LB LANDBRIDGE COMPANY LLC19.1K shares4.25%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC3.3K shares22.11%2025-12-312026-02-10

ENB ENBRIDGE INC19.5K shares-6.66%2025-12-312026-02-10

UNILEVER PLC UNILEVER PLC14.3K sharesnew addition2025-12-312026-02-10

INTU INTUIT1.4K shares0.29%2025-12-312026-02-10

AZN ASTRAZENECA PLC10.0K shares-6.65%2025-12-312026-02-10

Sponsored

D DOMINION ENERGY INC15.7K shares4.77%2025-12-312026-02-10

PAYX PAYCHEX INC8.1K shares-3.39%2025-12-312026-02-10

MAR MARRIOTT INTL INC NEW2.9K shares-16.84%2025-12-312026-02-10

ISRG INTUITIVE SURGICAL INC1.6K shares-2.50%2025-12-312026-02-10

PREF PRINCIPAL EXCHANGE TRADED FD47.4K shares0.00%2025-12-312026-02-10

VIS VANGUARD WORLD FD3.0K shares1.11%2025-12-312026-02-10

CWEN.A CLEARWAY ENERGY INC28.0K shares-3.66%2025-12-312026-02-10

PPA INVESCO EXCHANGE TRADED FD T5.6K shares14.15%2025-12-312026-02-10

Sponsored

CLOZ SERIES PORTFOLIOS TR33.0K shares46.56%2025-12-312026-02-10

SBSW SIBANYE STILLWATER LTD61.0K shares0.00%2025-12-312026-02-10

EWX SPDR INDEX SHS FDS13.2K shares0.00%2025-12-312026-02-10

KYN KAYNE ANDERSON ENERGY INFRST70.2K shares-11.42%2025-12-312026-02-10

IONQ IONQ INC19.2K shares0.78%2025-12-312026-02-10

TFC TRUIST FINL CORP17.5K shares-1.00%2025-12-312026-02-10

DVN DEVON ENERGY CORP NEW23.5K shares-3.13%2025-12-312026-02-10

TSLX SIXTH STREET SPECIALTY LENDI39.5K shares-1.10%2025-12-312026-02-10

Sponsored

PGR PROGRESSIVE CORP3.8K shares-0.16%2025-12-312026-02-10

GDX VANECK ETF TRUST9.9K shares-19.73%2025-12-312026-02-10

SBRA SABRA HEALTH CARE REIT INC44.9K shares-2.25%2025-12-312026-02-10

LAMR LAMAR ADVERTISING CO NEW6.7K shares-4.74%2025-12-312026-02-10

PSX PHILLIPS 666.6K shares18.89%2025-12-312026-02-10

WMB WILLIAMS COS INC14.0K shares3.82%2025-12-312026-02-10

PULS PGIM ETF TR17.0K shares131.54%2025-12-312026-02-10

ONEY SPDR SERIES TRUST7.4K shares2.07%2025-12-312026-02-10

Sponsored

BLACKROCK INC BLACKROCK INC782 shares-1.39%2025-12-312026-02-10

IWY ISHARES TR3.0K shares0.03%2025-12-312026-02-10

CEG CONSTELLATION ENERGY CORP2.4K shares1.68%2025-12-312026-02-10

DB DEUTSCHE BANK A G21.5K shares0.00%2025-12-312026-02-10

FTSD FRANKLIN ETF TR9.1K sharesnew addition2025-12-312026-02-10

EFA ISHARES TR8.6K shares12.17%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC4.4K shares3.82%2025-12-312026-02-10

PXE INVESCO EXCHANGE TRADED FD T28.6K shares0.08%2025-12-312026-02-10

Sponsored

DFAC DIMENSIONAL ETF TRUST19.8K shares128.25%2025-12-312026-02-10

FAST FASTENAL CO19.4K shares3.31%2025-12-312026-02-10

PSDM PGIM ETF TR15.1K shares101.59%2025-12-312026-02-10

FSCC FEDERATED HERMES ETF TRUST25.8K shares2.67%2025-12-312026-02-10

GBTC GRAYSCALE BITCOIN TRUST ETF11.3K shares0.00%2025-12-312026-02-10

FNV FRANCO NEV CORP3.7K shares-1.25%2025-12-312026-02-10

RIO RIO TINTO PLC9.5K shares12.77%2025-12-312026-02-10

TD TORONTO DOMINION BK ONT8.1K shares3.03%2025-12-312026-02-10

Sponsored

CNI CANADIAN NATL RY CO7.7K shares-4.00%2025-12-312026-02-10

VCRB VANGUARD MALVERN FDS9.7K shares12.98%2025-12-312026-02-10

FANG DIAMONDBACK ENERGY INC5.0K shares-11.52%2025-12-312026-02-10

JAAA JANUS DETROIT STR TR14.8K shares18.33%2025-12-312026-02-10

JCI JOHNSON CTLS INTL PLC6.2K shares-4.43%2025-12-312026-02-10

IDMO INVESCO EXCH TRADED FD TR II13.4K shares251.07%2025-12-312026-02-10

FLMI FRANKLIN TEMPLETON ETF TR29.4K shares66.20%2025-12-312026-02-10

GEHC GE HEALTHCARE TECHNOLOGIES I8.9K shares-4.76%2025-12-312026-02-10

Sponsored

CAG CONAGRA BRANDS INC41.5K shares0.03%2025-12-312026-02-10

DFUS DIMENSIONAL ETF TRUST9.6K shares2.55%2025-12-312026-02-10

DELL DELL TECHNOLOGIES INC5.7K shares-14.51%2025-12-312026-02-10

DFAS DIMENSIONAL ETF TRUST10.2K shares-27.20%2025-12-312026-02-10

ZM ZOOM COMMUNICATIONS INC8.2K sharesnew addition2025-12-312026-02-10

PALL ABRDN PALLADIUM ETF TRUST4.9K shares15.12%2025-12-312026-02-10

HUBBELL INC HUBBELL INC1.6K shares-0.13%2025-12-312026-02-10

GBIL GOLDMAN SACHS ETF TR7.1K shares-0.48%2025-12-312026-02-10

Sponsored

CRH PLC CRH PLC5.7K shares-5.55%2025-12-312026-02-10

XBI SPDR SERIES TRUST5.8K shares28.19%2025-12-312026-02-10

WELL WELLTOWER INC3.8K shares25.54%2025-12-312026-02-10

APP APPLOVIN CORP1.0K shares-7.21%2025-12-312026-02-10

MDYG SPDR SERIES TRUST7.6K shares0.03%2025-12-312026-02-10

STOT SSGA ACTIVE TR14.8K shares2.66%2025-12-312026-02-10

TXN TEXAS INSTRS INC4.0K shares6.20%2025-12-312026-02-10

REVS COLUMBIA ETF TR I24.6K shares108.50%2025-12-312026-02-10

Sponsored

FLNG FLEX LNG LTD27.5K shares-1.59%2025-12-312026-02-10

LH LABCORP HOLDINGS INC2.7K shares11.31%2025-12-312026-02-10

VPU VANGUARD WORLD FD3.7K shares0.33%2025-12-312026-02-10

RPV INVESCO EXCHANGE TRADED FD T6.6K shares10.10%2025-12-312026-02-10

FHLC FIDELITY COVINGTON TRUST9.1K shares0.00%2025-12-312026-02-10

MCHPP MICROCHIP TECHNOLOGY INC.11.5K shares-1.71%2025-12-312026-02-10

KNTK KINETIK HOLDINGS INC18.5K shares-4.19%2025-12-312026-02-10

CTVA CORTEVA INC10.0K shares65.39%2025-12-312026-02-10

Sponsored

XMLV INVESCO EXCH TRADED FD TR II10.6K shares0.06%2025-12-312026-02-10

KEY KEYCORP32.0K shares9.49%2025-12-312026-02-10

PSTL POSTAL REALTY TRUST INC40.9K shares-1.17%2025-12-312026-02-10

BAR GRANITESHARES GOLD TR15.4K shares-0.39%2025-12-312026-02-10

RHP RYMAN HOSPITALITY PPTYS INC6.9K shares-0.89%2025-12-312026-02-10

FDX FEDEX CORP2.2K shares7.15%2025-12-312026-02-10

COLB COLUMBIA BKG SYS INC23.2K shares-2.93%2025-12-312026-02-10

IUSV ISHARES TR6.3K shares2.01%2025-12-312026-02-10

Sponsored

AWK AMERICAN WTR WKS CO INC NEW4.9K shares7.67%2025-12-312026-02-10

SBR SABINE RTY TR9.2K shares0.14%2025-12-312026-02-10

IWS ISHARES TR4.5K shares0.02%2025-12-312026-02-10

STXG EA SERIES TRUST12.3K shares-6.80%2025-12-312026-02-10

ET ENERGY TRANSFER L P38.0K shares-0.08%2025-12-312026-02-10

VICI VICI PPTYS INC22.2K shares7.12%2025-12-312026-02-10

KLAC KLA CORP509 shares27.89%2025-12-312026-02-10

VLO VALERO ENERGY CORP3.8K shares5.27%2025-12-312026-02-10

Sponsored

GRNY TIDAL TRUST I24.9K shares0.00%2025-12-312026-02-10

AME AMETEK INC3.0K shares73.16%2025-12-312026-02-10

EFAV ISHARES TR7.1K shares-3.95%2025-12-312026-02-10

AMBP ARDAGH METAL PACKAGING S A149.3K shares-1.57%2025-12-312026-02-10

AMCR AMCOR PLC73.0K sharesnew addition2025-12-312026-02-10

AMT AMERICAN TOWER CORP NEW3.5K shares14.77%2025-12-312026-02-10

VTR VENTAS INC7.8K shares23.87%2025-12-312026-02-10

BDX BECTON DICKINSON & CO3.1K shares-2.88%2025-12-312026-02-10

Sponsored

GM GENERAL MTRS CO7.3K shares0.05%2025-12-312026-02-10

VONV VANGUARD SCOTTSDALE FDS6.4K shares0.00%2025-12-312026-02-10

BXSL BLACKSTONE SECD LENDING FD22.1K shares0.07%2025-12-312026-02-10

CACI CACI INTL INC1.1K shares6.12%2025-12-312026-02-10

VFVA VANGUARD WELLINGTON FD4.4K shares2.99%2025-12-312026-02-10

SII SPROTT INC5.9K shares-4.80%2025-12-312026-02-10

SAMT ADVISORS INNER CIRCLE FD III15.0K shares95.09%2025-12-312026-02-10

MPLX MPLX LP10.8K shares0.00%2025-12-312026-02-10

Sponsored

XT ISHARES TR8.3K shares0.07%2025-12-312026-02-10

EOG EOG RES INC5.5K shares-1.61%2025-12-312026-02-10

BARON ETF TR BARON ETF TR22.7K sharesnew addition2025-12-312026-02-10

MSB MESABI TR14.8K shares0.98%2025-12-312026-02-10

SCHC SCHWAB STRATEGIC TR12.2K shares0.00%2025-12-312026-02-10

MRP MILLROSE PPTYS INC18.4K shares-1.22%2025-12-312026-02-10

AFL AFLAC INC5.0K shares0.02%2025-12-312026-02-10

USB US BANCORP DEL10.2K shares-0.46%2025-12-312026-02-10

Sponsored

PFFD GLOBAL X FDS28.9K shares-27.09%2025-12-312026-02-10

PICK ISHARES INC10.6K shares1.48%2025-12-312026-02-10

FEGE RBB FUND TRUST11.8K shares57.18%2025-12-312026-02-10

IGSB ISHARES TR10.2K shares0.00%2025-12-312026-02-10

SHLD GLOBAL X FDS8.3K shares5.50%2025-12-312026-02-10

STXV EA SERIES TRUST16.0K shares0.19%2025-12-312026-02-10

ED CONSOLIDATED EDISON INC5.4K shares-1.31%2025-12-312026-02-10

WU WESTERN UN CO56.9K shares-0.38%2025-12-312026-02-10

Sponsored

REGN REGENERON PHARMACEUTICALS685 shares18.92%2025-12-312026-02-10

NOC NORTHROP GRUMMAN CORP920 shares3.14%2025-12-312026-02-10

EFV ISHARES TR7.3K shares1.37%2025-12-312026-02-10

PAGP PLAINS GP HLDGS L P27.4K shares-1.55%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.4K shares0.04%2025-12-312026-02-10

USFR WISDOMTREE TR10.4K shares-27.07%2025-12-312026-02-10

SUB ISHARES TR4.9K shares0.00%2025-12-312026-02-10

TEVA TEVA PHARMACEUTICAL INDS LTD16.5K shares-0.25%2025-12-312026-02-10

Sponsored

IEMG ISHARES INC7.6K shares3.16%2025-12-312026-02-10

ATLASSIAN CORPORATION ATLASSIAN CORPORATION3.2K shares128.99%2025-12-312026-02-10

LYB LYONDELLBASELL INDUSTRIES N11.8K shares3.55%2025-12-312026-02-10

VXF VANGUARD INDEX FDS2.4K shares-0.98%2025-12-312026-02-10

PEG PUBLIC SVC ENTERPRISE GRP IN6.3K shares-1.39%2025-12-312026-02-10

IRM IRON MTN INC DEL6.1K shares-22.16%2025-12-312026-02-10

DFAI DIMENSIONAL ETF TRUST13.2K shares30.93%2025-12-312026-02-10

LHX L3HARRIS TECHNOLOGIES INC1.7K shares12.16%2025-12-312026-02-10

Sponsored

AON PLC AON PLC1.4K shares16.32%2025-12-312026-02-10

XEL XCEL ENERGY INC6.7K shares4.27%2025-12-312026-02-10

PINK SIMPLIFY EXCHANGE TRADED FUN13.6K sharesnew addition2025-12-312026-02-10

CMCSA COMCAST CORP NEW16.5K shares-24.89%2025-12-312026-02-10

AIG AMERICAN INTL GROUP INC5.8K shares-15.06%2025-12-312026-02-10

TGT TARGET CORP5.0K shares3.79%2025-12-312026-02-10

SGOV ISHARES TR4.9K shares-14.76%2025-12-312026-02-10

EFX EQUIFAX INC2.2K shares-1.88%2025-12-312026-02-10

Sponsored

FIX COMFORT SYS USA INC520 shares26.52%2025-12-312026-02-10

WHR WHIRLPOOL CORP6.7K shares5.89%2025-12-312026-02-10

VONG VANGUARD SCOTTSDALE FDS4.0K shares-3.18%2025-12-312026-02-10

NKE NIKE INC7.6K shares11.53%2025-12-312026-02-10

DAL DELTA AIR LINES INC DEL6.9K shares57.42%2025-12-312026-02-10

ITW ILLINOIS TOOL WKS INC1.9K shares-2.27%2025-12-312026-02-10

FUTY FIDELITY COVINGTON TRUST8.6K shares14.34%2025-12-312026-02-10

BITWISE FUNDS TRUST BITWISE FUNDS TRUST23.8K sharesnew addition2025-12-312026-02-10

Sponsored

IJS ISHARES TR4.2K shares-9.95%2025-12-312026-02-10

ETFS GOLD TR ETFS GOLD TR11.3K shares-2.54%2025-12-312026-02-10

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.7K shares-20.86%2025-12-312026-02-10

SLB SLB LIMITED12.0K shares-6.55%2025-12-312026-02-10

EXC EXELON CORP10.6K shares19.39%2025-12-312026-02-10

SPHD INVESCO EXCH TRADED FD TR II9.6K shares2.32%2025-12-312026-02-10

NOW SERVICENOW INC3.0K shares706.72%2025-12-312026-02-10

URI UNITED RENTALS INC564 shares-3.42%2025-12-312026-02-10

Sponsored

MELI MERCADOLIBRE INC226 shares-1.31%2025-12-312026-02-10

CNC CENTENE CORP DEL11.1K sharesnew addition2025-12-312026-02-10

KNG FIRST TR EXCHANGE-TRADED FD9.2K shares-13.05%2025-12-312026-02-10

F FORD MTR CO34.5K shares-11.67%2025-12-312026-02-10

TQQQ PROSHARES TR8.5K shares100.02%2025-12-312026-02-10

BOTZ GLOBAL X FDS12.4K shares0.13%2025-12-312026-02-10

AIQ GLOBAL X FDS8.8K shares0.00%2025-12-312026-02-10

SLYG SPDR SERIES TRUST4.7K shares-2.37%2025-12-312026-02-10

Sponsored

XLK SELECT SECTOR SPDR TR3.1K shares118.28%2025-12-312026-02-10

IPKW INVESCO EXCH TRADED FD TR II8.0K shares0.00%2025-12-312026-02-10

PCG PG&E CORP27.7K shares74.13%2025-12-312026-02-10

AMP AMERIPRISE FINL INC904 shares2.38%2025-12-312026-02-10

ADI ANALOG DEVICES INC1.6K shares5.73%2025-12-312026-02-10

APTIV PLC APTIV PLC5.8K shares-1.12%2025-12-312026-02-10

CHD CHURCH & DWIGHT CO INC5.2K shares2.45%2025-12-312026-02-10

ETV EATON VANCE TAX-MANAGED BUY-30.4K shares1.78%2025-12-312026-02-10

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares-6.82%2025-12-312026-02-10

DOCU DOCUSIGN INC6.3K shares7.17%2025-12-312026-02-10

TNK TEEKAY TANKERS LTD8.1K shares-14.57%2025-12-312026-02-10

DGX QUEST DIAGNOSTICS INC2.5K shares-15.15%2025-12-312026-02-10

SMOT VANECK ETF TRUST11.8K shares-16.60%2025-12-312026-02-10

NEM NEWMONT CORP4.3K shares40.61%2025-12-312026-02-10

CENCORA INC CENCORA INC1.3K shares10.17%2025-12-312026-02-10

MPC MARATHON PETE CORP2.6K shares27.61%2025-12-312026-02-10

Sponsored

VTEB VANGUARD MUN BD FDS8.4K shares5.71%2025-12-312026-02-10

XPO XPO INC3.1K shares10.53%2025-12-312026-02-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.4K shares0.02%2025-12-312026-02-10

EEM ISHARES TR7.6K shares16.04%2025-12-312026-02-10

ESGU ISHARES TR2.8K shares2.96%2025-12-312026-02-10

STT STATE STR CORP3.2K shares3.79%2025-12-312026-02-10

NXP NUVEEN SELECT TAX-FREE INCOM29.0K shares0.00%2025-12-312026-02-10

WAB WABTEC1.9K shares14.75%2025-12-312026-02-10

Sponsored

STZ CONSTELLATION BRANDS INC3.0K shares-2.15%2025-12-312026-02-10

SHM SPDR SERIES TRUST8.5K shares0.00%2025-12-312026-02-10

MOO VANECK ETF TRUST5.6K shares0.00%2025-12-312026-02-10

VTEI VANGUARD MUN BD FDS4.0K shares58.85%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available