The Analysis of Evercore Wealth Management, LLC's Holdings
Currently, Evercore Wealth Management, LLC holds 420 types of securities in its portfolio with a total value $6.8B. In the most recent quarter, they have increased their positions in SN (+537.7K shares, valued at $60.2M), N/A (+24.3K shares, valued at $15.2M), ARCC (+547.1K shares, valued at $11.1M); decreased their positions in NVDA (-73.6K shares, valued at $13.7M), UNH (-37.5K shares, valued at $12.4M), AAPL (-42.8K shares, valued at $11.6M); initiated new positions in SN (+537.7K shares, valued at $60.2M), N/A (+36.2K shares, valued at $2.4M), N/A (+9.1K shares, valued at $746.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC1.6M shares-2.64%2025-12-312026-02-17
NVDA NVIDIA CORPORATION2.3M shares-3.15%2025-12-312026-02-17 MSFT MICROSOFT CORP811.5K shares-0.96%2025-12-312026-02-17 ALPHABET INC ALPHABET INC953.0K shares-2.47%2025-12-312026-02-17 AMZN AMAZON COM INC1.1M shares-0.65%2025-12-312026-02-17 ALPHABET INC ALPHABET INC751.4K shares-2.00%2025-12-312026-02-17 MA MASTERCARD INCORPORATED399.2K shares-1.57%2025-12-312026-02-17 MS MORGAN STANLEY1.2M shares-2.21%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.587.0K shares-0.68%2025-12-312026-02-17 AZO AUTOZONE INC52.0K shares0.72%2025-12-312026-02-17 CBRE CBRE GROUP INC997.0K shares-2.58%2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC274.8K shares-1.98%2025-12-312026-02-17 HD HOME DEPOT INC440.3K shares-1.07%2025-12-312026-02-17 WMB WILLIAMS COS INC2.5M shares-1.57%2025-12-312026-02-17 FIX COMFORT SYS USA INC155.2K shares-2.54%2025-12-312026-02-17 CB CHUBB LIMITED429.5K shares-1.63%2025-12-312026-02-17 VIK VIKING HOLDINGS LTD1.7M shares-1.38%2025-12-312026-02-17 BLACKROCK INC BLACKROCK INC108.6K shares-0.88%2025-12-312026-02-17 DLN WISDOMTREE TR1.0M shares-1.58%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC1.1M shares-2.00%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW101.2K shares-0.50%2025-12-312026-02-17 BLDR BUILDERS FIRSTSOURCE INC819.4K shares-5.82%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR116.5K shares0.56%2025-12-312026-02-17 ADBE ADOBE INC210.6K shares1.74%2025-12-312026-02-17 PGR PROGRESSIVE CORP277.3K shares-11.06%2025-12-312026-02-17 AMT AMERICAN TOWER CORP NEW357.5K shares-9.90%2025-12-312026-02-17 CDW CDW CORP457.5K shares-8.70%2025-12-312026-02-17 SN SHARKNINJA INC537.7K sharesnew addition2025-12-312026-02-17 ARCC ARES CAPITAL CORP2.9M shares22.88%2025-12-312026-02-17 EOG EOG RES INC552.3K shares-12.25%2025-12-312026-02-17 CROX CROCS INC638.3K shares-13.30%2025-12-312026-02-17 GNRC GENERAC HLDGS INC395.0K shares-2.10%2025-12-312026-02-17 IVV ISHARES TR78.6K shares18.04%2025-12-312026-02-17 MELI MERCADOLIBRE INC23.6K shares2.04%2025-12-312026-02-17 TJX TJX COS INC NEW306.1K shares-9.55%2025-12-312026-02-17 DXJ WISDOMTREE TR289.7K shares-2.76%2025-12-312026-02-17 LLY ELI LILLY & CO34.8K shares1.46%2025-12-312026-02-17 JAAA JANUS DETROIT STR TR709.6K shares15.51%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC108.0K shares-25.78%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON156.3K shares-4.47%2025-12-312026-02-17 SHW SHERWIN WILLIAMS CO98.8K shares-1.20%2025-12-312026-02-17 GLDM WORLD GOLD TR353.9K shares40.57%2025-12-312026-02-17 GLD SPDR GOLD TR73.8K shares-2.07%2025-12-312026-02-17 IWF ISHARES TR61.7K shares5.64%2025-12-312026-02-17 VEU VANGUARD INTL EQUITY INDEX F383.2K shares28.00%2025-12-312026-02-17 CVX CHEVRON CORP NEW153.9K shares6.18%2025-12-312026-02-17 ABBV ABBVIE INC83.9K shares-1.72%2025-12-312026-02-17 EFA ISHARES TR180.5K shares3.61%2025-12-312026-02-17 ROP ROPER TECHNOLOGIES INC38.9K shares-6.17%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS57.6K shares-2.02%2025-12-312026-02-17 SCHW SCHWAB CHARLES CORP169.7K shares-0.03%2025-12-312026-02-17 TSLA TESLA INC36.4K shares20.31%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN55.0K shares-0.14%2025-12-312026-02-17 CSCO CISCO SYS INC182.3K shares2.05%2025-12-312026-02-17 NEE NEXTERA ENERGY INC172.7K shares3.01%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS219.0K shares4.22%2025-12-312026-02-17 PEP PEPSICO INC92.3K shares-4.98%2025-12-312026-02-17 ABT ABBOTT LABS97.9K shares-5.14%2025-12-312026-02-17 V VISA INC35.0K shares-1.18%2025-12-312026-02-17 ORCL ORACLE CORP61.3K shares-0.47%2025-12-312026-02-17 RTX RTX CORPORATION64.3K shares-5.27%2025-12-312026-02-17 MCD MCDONALDS CORP38.0K shares-6.67%2025-12-312026-02-17 MCK MCKESSON CORP14.1K shares-0.44%2025-12-312026-02-17 BROADCOM INC BROADCOM INC32.5K shares-1.33%2025-12-312026-02-17 SYK STRYKER CORPORATION30.1K shares-6.22%2025-12-312026-02-17 IJH ISHARES TR152.3K shares-4.10%2025-12-312026-02-17 XOM EXXON MOBIL CORP81.3K shares-2.75%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO67.2K shares-2.64%2025-12-312026-02-17 IWM ISHARES TR39.1K shares8.47%2025-12-312026-02-17 KO COCA COLA CO134.9K shares-1.98%2025-12-312026-02-17 MDY SPDR S&P MIDCAP 400 ETF TR15.6K shares-0.79%2025-12-312026-02-17 XLK SELECT SECTOR SPDR TR63.6K shares83.09%2025-12-312026-02-17 WMT WALMART INC79.3K shares-0.45%2025-12-312026-02-17 BRK.A BERKSHIRE HATHAWAY INC DEL11 shares-8.33%2025-12-312026-02-17 APH AMPHENOL CORP NEW61.3K shares-0.25%2025-12-312026-02-17 JBL JABIL INC35.8K shares-0.55%2025-12-312026-02-17 LOW LOWES COS INC32.3K shares-1.54%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F142.1K shares8.97%2025-12-312026-02-17 TXN TEXAS INSTRS INC42.9K shares-8.41%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR46.7K shares-0.15%2025-12-312026-02-17 MPLX MPLX LP132.1K shares0.00%2025-12-312026-02-17 EPD ENTERPRISE PRODS PARTNERS L216.5K shares0.00%2025-12-312026-02-17 IVW ISHARES TR54.6K shares-0.75%2025-12-312026-02-17 CHKP CHECK POINT SOFTWARE TECH LT36.2K shares-0.19%2025-12-312026-02-17 CRM SALESFORCE INC24.9K shares-1.96%2025-12-312026-02-17 VTI VANGUARD INDEX FDS18.7K shares2.52%2025-12-312026-02-17 AMAT APPLIED MATLS INC24.0K shares-0.13%2025-12-312026-02-17 IBIT ISHARES BITCOIN TRUST ETF122.3K shares309.68%2025-12-312026-02-17 VGK VANGUARD INTL EQUITY INDEX F72.1K shares-10.70%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC33.4K shares0.00%2025-12-312026-02-17 VB VANGUARD INDEX FDS22.7K shares-5.37%2025-12-312026-02-17 AMGN AMGEN INC17.9K shares-0.31%2025-12-312026-02-17 ECL ECOLAB INC20.8K shares-1.74%2025-12-312026-02-17 ITW ILLINOIS TOOL WKS INC21.4K shares-0.05%2025-12-312026-02-17 IWB ISHARES TR14.1K shares-10.01%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO13.9K shares-1.84%2025-12-312026-02-17 CAT CATERPILLAR INC9.0K shares-7.98%2025-12-312026-02-17 DHR DANAHER CORPORATION22.1K shares0.08%2025-12-312026-02-17 NET CLOUDFLARE INC25.6K shares0.00%2025-12-312026-02-17 VUG VANGUARD INDEX FDS10.2K shares-0.10%2025-12-312026-02-17 UNP UNION PAC CORP19.8K shares-3.88%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC5.2K shares-0.55%2025-12-312026-02-17 VV VANGUARD INDEX FDS14.1K shares-0.44%2025-12-312026-02-17 DIS DISNEY WALT CO37.6K shares-1.89%2025-12-312026-02-17 PM PHILIP MORRIS INTL INC25.9K shares0.29%2025-12-312026-02-17 META META PLATFORMS INC6.3K shares0.00%2025-12-312026-02-17 AGG ISHARES TR40.9K shares3.03%2025-12-312026-02-17 EMR EMERSON ELEC CO30.7K shares-0.66%2025-12-312026-02-17 IJR ISHARES TR33.5K shares-8.65%2025-12-312026-02-17 XLF SELECT SECTOR SPDR TR73.2K shares1.49%2025-12-312026-02-17 SPTM SPDR SERIES TRUST48.1K shares240.33%2025-12-312026-02-17 VO VANGUARD INDEX FDS13.6K shares0.00%2025-12-312026-02-17 ORLY OREILLY AUTOMOTIVE INC41.1K shares-2.37%2025-12-312026-02-17 WFC WELLS FARGO CO NEW38.5K shares0.00%2025-12-312026-02-17 IVE ISHARES TR16.7K shares-0.02%2025-12-312026-02-17 NFLX NETFLIX INC36.6K shares729.61%2025-12-312026-02-17 HON HONEYWELL INTL INC17.3K shares-0.34%2025-12-312026-02-17 IDXX IDEXX LABS INC5.0K shares-1.00%2025-12-312026-02-17 RPM RPM INTL INC31.9K shares-4.48%2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE10.3K shares-1.72%2025-12-312026-02-17 CSR CENTERSPACE46.5K shares-0.51%2025-12-312026-02-17 TRV TRAVELERS COMPANIES INC10.5K shares0.00%2025-12-312026-02-17 MTD METTLER TOLEDO INTERNATIONAL2.2K shares-0.18%2025-12-312026-02-17 QCOM QUALCOMM INC17.7K shares-3.26%2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR25.0K shares125.19%2025-12-312026-02-17 IWR ISHARES TR30.5K shares-0.41%2025-12-312026-02-17 AFL AFLAC INC26.6K shares0.00%2025-12-312026-02-17 CHD CHURCH & DWIGHT CO INC33.7K shares-0.37%2025-12-312026-02-17 ICE INTERCONTINENTAL EXCHANGE IN17.3K shares-0.97%2025-12-312026-02-17 BAC BANK AMERICA CORP50.5K shares-1.67%2025-12-312026-02-17 NKE NIKE INC42.4K shares-5.66%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS12.3K shares-0.13%2025-12-312026-02-17 PFE PFIZER INC107.0K shares4.22%2025-12-312026-02-17 CARR CARRIER GLOBAL CORPORATION49.0K shares-8.83%2025-12-312026-02-17 PH PARKER-HANNIFIN CORP2.9K shares-0.17%2025-12-312026-02-17 BA BOEING CO11.5K shares-1.70%2025-12-312026-02-17 MEDTRONIC PLC MEDTRONIC PLC25.8K shares-0.04%2025-12-312026-02-17 AAXJ ISHARES TR26.0K shares0.00%2025-12-312026-02-17 VGT VANGUARD WORLD FD3.2K shares0.00%2025-12-312026-02-17 XLC SELECT SECTOR SPDR TR19.5K shares-13.66%2025-12-312026-02-17 GEV GE VERNOVA INC3.4K shares0.00%2025-12-312026-02-17 IWD ISHARES TR10.6K shares-7.80%2025-12-312026-02-17 OTIS OTIS WORLDWIDE CORP25.4K shares0.00%2025-12-312026-02-17 LMT LOCKHEED MARTIN CORP4.6K shares-0.81%2025-12-312026-02-17 XLI SELECT SECTOR SPDR TR14.2K shares-14.13%2025-12-312026-02-17 SBUX STARBUCKS CORP24.6K shares-2.62%2025-12-312026-02-17 SLV ISHARES SILVER TR32.1K shares-23.78%2025-12-312026-02-17 CL COLGATE PALMOLIVE CO26.1K shares-0.05%2025-12-312026-02-17 DVY ISHARES TR14.5K shares-0.01%2025-12-312026-02-17 OEF ISHARES TR5.9K shares-0.84%2025-12-312026-02-17 YUM YUM BRANDS INC13.3K shares-1.26%2025-12-312026-02-17 MMM 3M CO12.2K shares-3.37%2025-12-312026-02-17 SUSA ISHARES TR13.5K shares0.00%2025-12-312026-02-17 BN BROOKFIELD CORP39.5K shares50.00%2025-12-312026-02-17 MAR MARRIOTT INTL INC NEW5.7K shares-6.64%2025-12-312026-02-17 VT VANGUARD INTL EQUITY INDEX F12.5K shares1.21%2025-12-312026-02-17 XLP SELECT SECTOR SPDR TR22.8K shares0.00%2025-12-312026-02-17 HDV ISHARES TR14.5K shares-1.54%2025-12-312026-02-17 IEFA ISHARES TR19.6K shares-3.79%2025-12-312026-02-17 AYI ACUITY INC4.9K shares0.00%2025-12-312026-02-17 TGT TARGET CORP17.6K shares47.88%2025-12-312026-02-17 DBEF DBX ETF TR35.6K shares0.00%2025-12-312026-02-17 PNC PNC FINL SVCS GROUP INC8.1K shares0.00%2025-12-312026-02-17 IWV ISHARES TR4.2K shares2.17%2025-12-312026-02-17 SPGI S&P GLOBAL INC3.1K shares-4.66%2025-12-312026-02-17 BWA BORGWARNER INC36.2K shares-12.42%2025-12-312026-02-17 SYY SYSCO CORP21.8K shares0.00%2025-12-312026-02-17 XLB SELECT SECTOR SPDR TR34.6K shares75.65%2025-12-312026-02-17 PSX PHILLIPS 6612.0K shares0.00%2025-12-312026-02-17 SON SONOCO PRODS CO35.3K shares-12.43%2025-12-312026-02-17 WM WASTE MGMT INC DEL7.0K shares0.00%2025-12-312026-02-17 NXPI NXP SEMICONDUCTORS N V7.1K shares-1.80%2025-12-312026-02-17 XLE SELECT SECTOR SPDR TR33.6K shares132.86%2025-12-312026-02-17 MMC MARSH & MCLENNAN COS INC8.0K shares-0.56%2025-12-312026-02-17 UPS UNITED PARCEL SERVICE INC14.9K shares-7.26%2025-12-312026-02-17 KMI KINDER MORGAN INC DEL53.1K shares-0.04%2025-12-312026-02-17 IEMG ISHARES INC21.5K shares0.00%2025-12-312026-02-17 ZTS ZOETIS INC11.4K shares-9.45%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC6.7K shares-4.29%2025-12-312026-02-17 ADI ANALOG DEVICES INC5.2K shares-0.23%2025-12-312026-02-17 GLW CORNING INC16.0K shares-7.76%2025-12-312026-02-17 DOV DOVER CORP7.0K shares0.00%2025-12-312026-02-17 GILD GILEAD SCIENCES INC11.0K shares-19.30%2025-12-312026-02-17 LHX L3HARRIS TECHNOLOGIES INC4.6K shares0.00%2025-12-312026-02-17 INTC INTEL CORP36.1K shares0.00%2025-12-312026-02-17 VOOV VANGUARD ADMIRAL FDS INC6.3K shares0.00%2025-12-312026-02-17 ATR APTARGROUP INC10.4K shares-16.30%2025-12-312026-02-17 MDLZ MONDELEZ INTL INC23.2K shares-12.00%2025-12-312026-02-17 USB US BANCORP DEL23.4K shares-6.28%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR37.1K shares0.00%2025-12-312026-02-17 BMY BRISTOL-MYERS SQUIBB CO22.3K shares5.30%2025-12-312026-02-17 PWV INVESCO EXCHANGE TRADED FD T17.8K shares0.00%2025-12-312026-02-17 J JACOBS SOLUTIONS INC8.8K shares0.00%2025-12-312026-02-17 SEI SOLARIS ENERGY INFRAS INC25.0K shares0.00%2025-12-312026-02-17 ENB ENBRIDGE INC23.8K shares-0.06%2025-12-312026-02-17 COP CONOCOPHILLIPS11.8K shares-0.40%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC3.8K shares4.07%2025-12-312026-02-17 EQIX EQUINIX INC1.4K shares2.31%2025-12-312026-02-17 CMCSA COMCAST CORP NEW34.8K shares-6.34%2025-12-312026-02-17 EEM ISHARES TR18.1K shares-3.23%2025-12-312026-02-17 PAYX PAYCHEX INC8.7K shares-3.79%2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC182 shares0.00%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC23.5K shares-7.06%2025-12-312026-02-17 VRTX VERTEX PHARMACEUTICALS INC2.1K shares0.00%2025-12-312026-02-17 AJG GALLAGHER ARTHUR J & CO3.7K shares0.00%2025-12-312026-02-17 STERIS PLC STERIS PLC3.7K shares0.00%2025-12-312026-02-17 GDXJ VANECK ETF TRUST8.0K shares0.00%2025-12-312026-02-17 REGN REGENERON PHARMACEUTICALS1.2K shares-1.01%2025-12-312026-02-17 NOW SERVICENOW INC5.9K shares388.32%2025-12-312026-02-17 IOT SAMSARA INC25.2K shares0.86%2025-12-312026-02-17 XAR SPDR SERIES TRUST3.6K shares-42.05%2025-12-312026-02-17 KLAC KLA CORP710 shares0.00%2025-12-312026-02-17 PCT PURECYCLE TECHNOLOGIES INC100.0K shares100.00%2025-12-312026-02-17 DE DEERE & CO1.8K shares0.00%2025-12-312026-02-17 SPH SUBURBAN PROPANE PARTNERS L45.4K shares0.00%2025-12-312026-02-17 KMB KIMBERLY-CLARK CORP8.3K shares-0.53%2025-12-312026-02-17 CENCORA INC CENCORA INC2.4K shares0.00%2025-12-312026-02-17 DIA SPDR DOW JONES INDL AVERAGE1.7K shares0.00%2025-12-312026-02-17 ED CONSOLIDATED EDISON INC8.3K shares1.74%2025-12-312026-02-17 DFAX DIMENSIONAL ETF TRUST25.0K shares0.00%2025-12-312026-02-17 IWN ISHARES TR4.4K shares0.00%2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC7.0K shares0.00%2025-12-312026-02-17 DELL DELL TECHNOLOGIES INC6.2K shares0.19%2025-12-312026-02-17 SO SOUTHERN CO8.9K shares-8.63%2025-12-312026-02-17 GBDC GOLUB CAP BDC INC57.0K shares0.00%2025-12-312026-02-17 MCO MOODYS CORP1.5K shares0.00%2025-12-312026-02-17 MO ALTRIA GROUP INC13.3K shares0.43%2025-12-312026-02-17 LINDE PLC LINDE PLC1.8K shares0.00%2025-12-312026-02-17 JEF JEFFERIES FINL GROUP INC12.0K shares-13.02%2025-12-312026-02-17 JEPI J P MORGAN EXCHANGE TRADED F12.8K shares-10.46%2025-12-312026-02-17 BHST BIOHARVEST SCIENCES INC139.5K sharesnew addition2025-12-312026-02-17 DPZ DOMINOS PIZZA INC1.7K shares-1.71%2025-12-312026-02-17 WWD WOODWARD INC2.3K shares0.00%2025-12-312026-02-17 CTSH COGNIZANT TECHNOLOGY SOLUTIO8.3K shares0.00%2025-12-312026-02-17 TPL TEXAS PACIFIC LAND CORPORATI2.3K shares200.00%2025-12-312026-02-17 EFG ISHARES TR5.8K shares0.00%2025-12-312026-02-17 DHI D R HORTON INC4.5K shares-1.07%2025-12-312026-02-17 BK BANK NEW YORK MELLON CORP5.3K shares0.00%2025-12-312026-02-17 SHOP SHOPIFY INC3.8K shares0.00%2025-12-312026-02-17 ROK ROCKWELL AUTOMATION INC1.6K shares0.00%2025-12-312026-02-17 INTU INTUIT916 shares0.00%2025-12-312026-02-17 URI UNITED RENTALS INC743 shares-5.71%2025-12-312026-02-17 CMI CUMMINS INC1.2K shares-1.10%2025-12-312026-02-17 MKC MCCORMICK & CO INC8.7K shares-4.18%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC1.0K shares-1.42%2025-12-312026-02-17 CME CME GROUP INC2.2K shares-0.78%2025-12-312026-02-17 EVR EVERCORE INC1.7K shares0.00%2025-12-312026-02-17 TFC TRUIST FINL CORP11.9K shares-0.75%2025-12-312026-02-17 MSI MOTOROLA SOLUTIONS INC1.5K shares-0.13%2025-12-312026-02-17 BXSL BLACKSTONE SECD 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shares0.00%2025-12-312026-02-17 OBDC BLUE OWL CAPITAL CORPORATION39.8K shares0.00%2025-12-312026-02-17 BDX BECTON DICKINSON & CO2.5K shares0.00%2025-12-312026-02-17 IWP ISHARES TR3.5K shares0.00%2025-12-312026-02-17 GWW WW GRAINGER INC473 shares-18.59%2025-12-312026-02-17 WAB WABTEC2.2K shares-4.31%2025-12-312026-02-17 SIVR ABRDN SILVER ETF TRUST7.0K shares-33.33%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS5.3K shares-1.64%2025-12-312026-02-17 DLR DIGITAL RLTY TR INC3.1K shares-1.58%2025-12-312026-02-17 EXPE EXPEDIA GROUP INC1.7K shares0.00%2025-12-312026-02-17 MPC MARATHON PETE CORP2.9K shares0.00%2025-12-312026-02-17 AN AUTONATION INC2.2K shares-6.04%2025-12-312026-02-17 STT STATE STR CORP3.5K shares0.00%2025-12-312026-02-17 NOC NORTHROP GRUMMAN CORP802 shares0.00%2025-12-312026-02-17 BBY BEST BUY INC6.7K shares-1.10%2025-12-312026-02-17 GDX VANECK ETF TRUST5.2K shares4.45%2025-12-312026-02-17 SLB SLB LIMITED11.6K shares0.00%2025-12-312026-02-17 MKL MARKEL GROUP INC203 shares0.00%2025-12-312026-02-17 IFF INTERNATIONAL FLAVORS&FRAGRA6.4K shares0.00%2025-12-312026-02-17 GBTC GRAYSCALE BITCOIN TRUST ETF6.3K shares0.00%2025-12-312026-02-17 WTM WHITE MTNS INS GROUP LTD200 shares0.00%2025-12-312026-02-17 AMP AMERIPRISE FINL INC837 shares-15.88%2025-12-312026-02-17 TECH BIO-TECHNE CORP6.9K shares0.00%2025-12-312026-02-17 IMXI INTERNATIONAL MNY EXPRESS IN26.5K shares-20.06%2025-12-312026-02-17 DFAC DIMENSIONAL ETF TRUST10.2K shares0.00%2025-12-312026-02-17 ALL ALLSTATE CORP1.9K shares-63.10%2025-12-312026-02-17 JCI JOHNSON CTLS INTL PLC3.3K shares-75.11%2025-12-312026-02-17 WBS WEBSTER FINL CORP6.2K shares12.27%2025-12-312026-02-17 RSG REPUBLIC SVCS INC1.8K shares0.00%2025-12-312026-02-17 RJF RAYMOND JAMES FINL INC2.4K shares0.00%2025-12-312026-02-17 VBR VANGUARD INDEX FDS1.8K shares6.72%2025-12-312026-02-17 SSNC SS&C TECHNOLOGIES HLDGS INC4.4K shares0.00%2025-12-312026-02-17 BIIB BIOGEN INC2.1K shares0.00%2025-12-312026-02-17 SXT SENSIENT TECHNOLOGIES CORP4.0K shares0.00%2025-12-312026-02-17 CEG CONSTELLATION ENERGY CORP1.1K shares0.00%2025-12-312026-02-17 VXF VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-02-17 AEE AMEREN CORP3.7K shares0.00%2025-12-312026-02-17 APD AIR PRODS & CHEMS INC1.5K shares-1.98%2025-12-312026-02-17 HACK AMPLIFY ETF TR4.4K shares0.00%2025-12-312026-02-17 JMUB J P MORGAN EXCHANGE TRADED F6.8K sharesnew addition2025-12-312026-02-17 GIS GENERAL MLS INC7.3K shares-0.49%2025-12-312026-02-17 KKR & CO INC KKR & CO INC2.6K shares0.00%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS2.2K shares0.00%2025-12-312026-02-17 DGX QUEST DIAGNOSTICS INC1.8K shares0.00%2025-12-312026-02-17 IWO ISHARES TR951 shares-39.04%2025-12-312026-02-17 BSX BOSTON SCIENTIFIC CORP3.2K shares-48.92%2025-12-312026-02-17 AGZ ISHARES TR2.8K shares0.00%2025-12-312026-02-17 XBI SPDR SERIES TRUST2.5K shares-56.22%2025-12-312026-02-17 SNPS SYNOPSYS INC646 shares-72.23%2025-12-312026-02-17 MUB ISHARES TR2.8K shares37.18%2025-12-312026-02-17 LQD ISHARES TR2.7K shares2.13%2025-12-312026-02-17 ACHR ARCHER AVIATION INC38.8K shares0.00%2025-12-312026-02-17 JEPQ J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2025-12-312026-02-17 HIG HARTFORD INSURANCE GROUP INC2.1K shares0.00%2025-12-312026-02-17 PWR QUANTA SVCS INC687 shares0.00%2025-12-312026-02-17 COIN COINBASE GLOBAL INC1.3K shares-1.92%2025-12-312026-02-17 IDEV ISHARES TR3.5K shares0.00%2025-12-312026-02-17 ZBH ZIMMER BIOMET HOLDINGS INC3.2K shares-5.03%2025-12-312026-02-17 VMC VULCAN MATLS CO1.0K shares0.00%2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A486 shares0.00%2025-12-312026-02-17 FNDF SCHWAB STRATEGIC TR6.2K shares0.00%2025-12-312026-02-17 GTLS CHART INDS INC1.3K shares-16.51%2025-12-312026-02-17 FXF INVESCO CURRENCYSHARES SWISS2.5K shares19.22%2025-12-312026-02-17 ETR ENTERGY CORP NEW2.9K shares0.00%2025-12-312026-02-17 USMV ISHARES TR2.9K shares0.00%2025-12-312026-02-17 HALO HALOZYME THERAPEUTICS INC4.0K shares0.00%2025-12-312026-02-17 PNR PENTAIR PLC2.6K shares0.00%2025-12-312026-02-17 FXI ISHARES TR7.0K shares0.00%2025-12-312026-02-17 KNCT INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-12-312026-02-17 SPYD SPDR SERIES TRUST6.0K shares0.00%2025-12-312026-02-17 HOLX HOLOGIC INC3.5K shares0.00%2025-12-312026-02-17 CRWV COREWEAVE INC3.6K shares0.00%2025-12-312026-02-17 HSIC HENRY SCHEIN INC3.4K shares0.00%2025-12-312026-02-17 VONG VANGUARD SCOTTSDALE FDS2.1K shares0.00%2025-12-312026-02-17 RIOT RIOT PLATFORMS INC20.0K shares0.00%2025-12-312026-02-17 VTIP VANGUARD MALVERN FDS5.1K shares4.99%2025-12-312026-02-17 NUE NUCOR CORP1.5K shares0.00%2025-12-312026-02-17 COLB COLUMBIA BKG SYS INC8.6K shares0.00%2025-12-312026-02-17 BIP BROOKFIELD INFRAST PARTNERS6.9K shares0.00%2025-12-312026-02-17 KVUE KENVUE INC13.8K shares-25.17%2025-12-312026-02-17 ALNY ALNYLAM PHARMACEUTICALS INC600 shares0.00%2025-12-312026-02-17 JOBY JOBY AVIATION INC18.0K sharesnew addition2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR8.5K shares0.00%2025-12-312026-02-17 EWJ ISHARES INC2.8K shares0.00%2025-12-312026-02-17 VHT VANGUARD WORLD FD788 shares0.00%2025-12-312026-02-17 EW EDWARDS LIFESCIENCES CORP2.7K shares0.00%2025-12-312026-02-17 XOP SPDR SERIES TRUST1.8K shares-47.49%2025-12-312026-02-17 GGG GRACO INC2.7K shares-0.29%2025-12-312026-02-17 CSL CARLISLE COS INC700 shares0.00%2025-12-312026-02-17 XYL XYLEM INC1.6K shares0.00%2025-12-312026-02-17 SCHM SCHWAB STRATEGIC TR7.3K shares-0.25%2025-12-312026-02-17 WSM WILLIAMS SONOMA INC1.2K shares0.00%2025-12-312026-02-17 ROIV ROIVANT SCIENCES LTD10.0K shares0.00%2025-12-312026-02-17 T AT&T INC8.7K sharesnew addition2025-12-312026-02-17 EQR EQUITY RESIDENTIAL3.4K shares0.44%2025-12-312026-02-17 IEI ISHARES TR1.8K shares0.00%2025-12-312026-02-17 EPI WISDOMTREE TR4.5K sharesnew addition2025-12-312026-02-17 CHRW C H ROBINSON WORLDWIDE INC1.3K sharesnew addition2025-12-312026-02-17 ACU ACME UTD CORP5.1K shares0.00%2025-12-312026-02-17 A AGILENT TECHNOLOGIES INC1.5K shares-14.46%2025-12-312026-02-17 FSLR FIRST SOLAR INC783 sharesnew addition2025-12-312026-02-17 KR KROGER CO3.3K shares0.00%2025-12-312026-02-17 ELV ELEVANCE HEALTH INC FORMERLY579 sharesnew addition2025-12-312026-02-17 ICF ISHARES TR3.4K shares0.00%2025-12-312026-02-17 MET METLIFE INC2.6K shares0.00%2025-12-312026-02-17 SCHA SCHWAB STRATEGIC TR7.0K shares-2.06%2025-12-312026-02-17 ALF CENTURION ACQUISITION CORP15.4K sharesnew addition2025-12-312026-02-17 CUB LIONHEART HOLDINGS15.1K sharesnew addition2025-12-312026-02-17 FIGX FIGX CAP ACQUISITION CORP.15.9K sharesnew addition2025-12-312026-02-17 LAB STANDARD BIOTOOLS INC125.0K shares0.00%2025-12-312026-02-17 LEGT LEGATO MERGER CORP III14.3K shares0.00%2025-12-312026-02-17 SOC SABLE OFFSHORE CORP15.8K sharesnew addition2025-12-312026-02-17 SOUN SOUNDHOUND AI INC13.2K shares0.00%2025-12-312026-02-17 FERMI INC FERMI INC15.0K sharesnew addition2025-12-312026-02-17 INAC INDIGO ACQUISITION CORP10.7K sharesnew addition2025-12-312026-02-17 CGCT CARTESIAN GROWTH CORP III10.1K sharesnew addition2025-12-312026-02-17 BRBS BLUE RIDGE BANKSHARES INC VA20.0K shares0.00%2025-12-312026-02-17 AUR AURORA INNOVATION INC12.0K shares0.00%2025-12-312026-02-17 PLUG PLUG POWER INC20.0K shares0.00%2025-12-312026-02-17 MGNX MACROGENICS INC17.5K shares0.00%2025-12-312026-02-17 CHGG CHEGG INC13.7K shares0.00%2025-12-312026-02-17 CAPNR CAYSON ACQUISITION CORP13.0K sharesnew addition2025-12-312026-02-17 IBACR IB ACQUISITION CORP19.6K sharesnew addition2025-12-312026-02-17 INACR INDIGO ACQUISITION CORP10.7K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available