The Analysis of Everhart Financial Group, Inc.'s Holdings
Currently, Everhart Financial Group, Inc. holds 417 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VTV (+58.5K shares, valued at $11.2M), VUG (+22.0K shares, valued at $10.7M), DFAI (+223.5K shares, valued at $8.5M); decreased their positions in VTI (-18.4K shares, valued at $6.2M), SCHG (-76.1K shares, valued at $2.5M), BIV (-26.1K shares, valued at $2.0M); initiated new positions in LFST (+111.8K shares, valued at $786.7K), IPAY (+13.9K shares, valued at $721.8K), INSP (+7.0K shares, valued at $646.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS813.3K shares7.76%2025-12-312026-01-07
VUG VANGUARD INDEX FDS284.5K shares8.37%2025-12-312026-01-07 VTI VANGUARD INDEX FDS184.4K shares-9.07%2025-12-312026-01-07 NVDA NVIDIA CORPORATION228.4K shares4.71%2025-12-312026-01-07 AAPL APPLE INC124.0K shares7.86%2025-12-312026-01-07 DFAI DIMENSIONAL ETF TRUST848.9K shares35.75%2025-12-312026-01-07 BIV VANGUARD BD INDEX FDS381.6K shares-6.39%2025-12-312026-01-07 MSFT MICROSOFT CORP57.5K shares2.48%2025-12-312026-01-07 DFAE DIMENSIONAL ETF TRUST488.6K shares34.88%2025-12-312026-01-07 AMZN AMAZON COM INC68.5K shares12.14%2025-12-312026-01-07 ALPHABET INC ALPHABET INC42.2K shares15.11%2025-12-312026-01-07 META META PLATFORMS INC19.0K shares1.05%2025-12-312026-01-07 VWO VANGUARD INTL EQUITY INDEX F231.5K shares-8.68%2025-12-312026-01-07 SCHG SCHWAB STRATEGIC TR366.6K shares-17.18%2025-12-312026-01-07 ALPHABET INC ALPHABET INC37.8K shares7.43%2025-12-312026-01-07 BROADCOM INC BROADCOM INC33.5K shares7.82%2025-12-312026-01-07 SCHB SCHWAB STRATEGIC TR425.8K shares-5.75%2025-12-312026-01-07 TSLA TESLA INC19.8K shares2.82%2025-12-312026-01-07 LLY ELI LILLY & CO7.6K shares17.57%2025-12-312026-01-07 VBR VANGUARD INDEX FDS38.2K shares5.13%2025-12-312026-01-07 VOT VANGUARD INDEX FDS26.6K shares9.99%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.22.8K shares-20.38%2025-12-312026-01-07 VOE VANGUARD INDEX FDS39.6K shares10.86%2025-12-312026-01-07 VBK VANGUARD INDEX FDS23.0K shares10.36%2025-12-312026-01-07 VNQ VANGUARD INDEX FDS60.2K shares14.02%2025-12-312026-01-07 ABBV ABBVIE INC20.6K shares3.19%2025-12-312026-01-07 WMT WALMART INC42.1K shares10.79%2025-12-312026-01-07 V VISA INC13.3K shares10.15%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC25.4K shares1.10%2025-12-312026-01-07 XOM EXXON MOBIL CORP36.9K shares0.45%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW5.1K shares9.63%2025-12-312026-01-07 IVV ISHARES TR6.0K shares0.17%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE12.6K shares1.10%2025-12-312026-01-07 SCHV SCHWAB STRATEGIC TR129.2K shares-20.56%2025-12-312026-01-07 NFLX NETFLIX INC39.2K shares935.59%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO24.7K shares-21.12%2025-12-312026-01-07 GEV GE VERNOVA INC5.3K shares6.87%2025-12-312026-01-07 MA MASTERCARD INCORPORATED6.0K shares0.02%2025-12-312026-01-07 AMD ADVANCED MICRO DEVICES INC15.4K shares4.81%2025-12-312026-01-07 SCHM SCHWAB STRATEGIC TR107.4K shares-15.23%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON15.0K shares10.02%2025-12-312026-01-07 VXUS VANGUARD STAR FDS41.0K shares0.17%2025-12-312026-01-07 INTU INTUIT4.3K shares26.07%2025-12-312026-01-07 CSCO CISCO SYS INC35.9K shares23.15%2025-12-312026-01-07 MU MICRON TECHNOLOGY INC9.6K shares26.10%2025-12-312026-01-07 SCHD SCHWAB STRATEGIC TR98.0K shares-7.58%2025-12-312026-01-07 GS GOLDMAN SACHS GROUP INC3.0K shares4.72%2025-12-312026-01-07 CAT CATERPILLAR INC4.6K shares14.33%2025-12-312026-01-07 AMAT APPLIED MATLS INC9.7K shares17.69%2025-12-312026-01-07 ORCL ORACLE CORP12.7K shares-5.87%2025-12-312026-01-07 AXP AMERICAN EXPRESS CO6.6K shares32.47%2025-12-312026-01-07 SPOT SPOTIFY TECHNOLOGY S A4.2K shares7.64%2025-12-312026-01-07 HD HOME DEPOT INC6.9K shares6.00%2025-12-312026-01-07 ISRG INTUITIVE SURGICAL INC4.1K shares36.01%2025-12-312026-01-07 BKNG BOOKING HOLDINGS INC437 shares12.92%2025-12-312026-01-07 IBM INTERNATIONAL BUSINESS MACHS7.9K shares9.63%2025-12-312026-01-07 PWR QUANTA SVCS INC5.5K shares10.04%2025-12-312026-01-07 WFC WELLS FARGO CO NEW24.9K shares12.76%2025-12-312026-01-07 RTX RTX CORPORATION12.5K shares5.72%2025-12-312026-01-07 BAC BANK AMERICA CORP41.2K shares9.39%2025-12-312026-01-07 PM PHILIP MORRIS INTL INC14.1K shares1.51%2025-12-312026-01-07 KO COCA COLA CO31.3K shares23.87%2025-12-312026-01-07 WDC WESTERN DIGITAL CORP12.6K shares35.27%2025-12-312026-01-07 TJX TJX COS INC NEW13.9K shares5.45%2025-12-312026-01-07 BSV VANGUARD BD INDEX FDS27.0K shares-5.84%2025-12-312026-01-07 MCD MCDONALDS CORP6.7K shares18.05%2025-12-312026-01-07 RCL ROYAL CARIBBEAN GROUP7.3K shares-1.15%2025-12-312026-01-07 APP APPLOVIN CORP3.0K shares30.86%2025-12-312026-01-07 SCHA SCHWAB STRATEGIC TR70.5K shares-9.22%2025-12-312026-01-07 IEFA ISHARES TR22.4K shares0.25%2025-12-312026-01-07 VEA VANGUARD TAX-MANAGED FDS31.8K shares4.79%2025-12-312026-01-07 SPGI S&P GLOBAL INC3.8K shares24.58%2025-12-312026-01-07 SCHX SCHWAB STRATEGIC TR72.9K shares-2.50%2025-12-312026-01-07 WMB WILLIAMS COS INC31.0K shares51.19%2025-12-312026-01-07 CDNS CADENCE DESIGN SYSTEM INC5.9K shares5.09%2025-12-312026-01-07 BND VANGUARD BD INDEX FDS24.6K shares9.35%2025-12-312026-01-07 CVX CHEVRON CORP NEW11.5K shares-1.35%2025-12-312026-01-07 SLS SELLAS LIFE SCIENCES GROUP I466.2K shares40.79%2025-12-312026-01-07 MS MORGAN STANLEY9.9K shares7.75%2025-12-312026-01-07 PEP PEPSICO INC12.2K shares21.11%2025-12-312026-01-07 WBD WARNER BROS DISCOVERY INC59.7K shares25.17%2025-12-312026-01-07 MCK MCKESSON CORP2.0K shares5.24%2025-12-312026-01-07 WELL WELLTOWER INC8.9K shares4.31%2025-12-312026-01-07 BSX BOSTON SCIENTIFIC CORP17.1K shares1.34%2025-12-312026-01-07 VTEB VANGUARD MUN BD FDS32.1K shares-0.23%2025-12-312026-01-07 ABT ABBOTT LABS12.7K shares-7.72%2025-12-312026-01-07 ADI ANALOG DEVICES INC5.8K shares50.25%2025-12-312026-01-07 CRWD CROWDSTRIKE HLDGS INC3.3K shares6.60%2025-12-312026-01-07 VB VANGUARD INDEX FDS6.0K shares10.97%2025-12-312026-01-07 VO VANGUARD INDEX FDS5.3K shares-0.49%2025-12-312026-01-07 NOW SERVICENOW INC10.0K shares428.23%2025-12-312026-01-07 PANW PALO ALTO NETWORKS INC8.2K shares11.85%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR2.2K shares-1.13%2025-12-312026-01-07 ITT INC ITT INC8.5K shares3.19%2025-12-312026-01-07 DASH DOORDASH INC6.5K shares-1.74%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC4.4K shares12.76%2025-12-312026-01-07 IDXX IDEXX LABS INC2.1K shares8.36%2025-12-312026-01-07 AMGN AMGEN INC4.3K shares5.91%2025-12-312026-01-07 STXG EA SERIES TRUST27.8K shares-8.14%2025-12-312026-01-07 NEM NEWMONT CORP14.1K shares2.99%2025-12-312026-01-07 NDAQ NASDAQ INC14.3K shares67.66%2025-12-312026-01-07 T AT&T INC55.2K shares-11.71%2025-12-312026-01-07 NI NISOURCE INC32.4K shares2.99%2025-12-312026-01-07 VRT VERTIV HOLDINGS CO8.3K shares66.81%2025-12-312026-01-07 CRM SALESFORCE INC5.1K shares1.73%2025-12-312026-01-07 UVSP UNIVEST FINANCIAL CORPORATIO40.2K shares2.99%2025-12-312026-01-07 VSS VANGUARD INTL EQUITY INDEX F9.1K shares11.56%2025-12-312026-01-07 HLT HILTON WORLDWIDE HLDGS INC4.5K shares17.16%2025-12-312026-01-07 STXV EA SERIES TRUST38.7K shares-5.23%2025-12-312026-01-07 NVT NVENT ELECTRIC PLC12.6K shares64.87%2025-12-312026-01-07 CSX CSX CORP35.2K shares6.15%2025-12-312026-01-07 NET CLOUDFLARE INC6.4K shares-0.50%2025-12-312026-01-07 COF CAPITAL ONE FINL CORP5.2K shares3.38%2025-12-312026-01-07 CENCORA INC CENCORA INC3.7K shares1.85%2025-12-312026-01-07 VIG VANGUARD SPECIALIZED FUNDS5.7K shares0.28%2025-12-312026-01-07 TT TRANE TECHNOLOGIES PLC3.2K shares5.01%2025-12-312026-01-07 SCHK SCHWAB STRATEGIC TR37.5K shares-0.19%2025-12-312026-01-07 UBER UBER TECHNOLOGIES INC15.0K shares-12.66%2025-12-312026-01-07 MUB ISHARES TR11.4K shares1.46%2025-12-312026-01-07 SCHW SCHWAB CHARLES CORP12.2K shares4.49%2025-12-312026-01-07 DG DOLLAR GEN CORP NEW9.1K shares3.75%2025-12-312026-01-07 AIG AMERICAN INTL GROUP INC13.9K shares8.75%2025-12-312026-01-07 BA BOEING CO5.4K shares-4.79%2025-12-312026-01-07 CTAS CINTAS CORP6.2K shares-10.20%2025-12-312026-01-07 NEE NEXTERA ENERGY INC14.5K shares5.43%2025-12-312026-01-07 SHOP SHOPIFY INC7.2K shares0.00%2025-12-312026-01-07 SNPS SYNOPSYS INC2.4K shares1.75%2025-12-312026-01-07 ORI OLD REP INTL CORP25.0K shares4.67%2025-12-312026-01-07 AZO AUTOZONE INC334 shares-3.47%2025-12-312026-01-07 ARES ARES MANAGEMENT CORPORATION7.0K shares12.44%2025-12-312026-01-07 INTC INTEL CORP30.1K shares12.88%2025-12-312026-01-07 SYK STRYKER CORPORATION3.1K shares-10.63%2025-12-312026-01-07 HWM HOWMET AEROSPACE INC5.4K shares24.98%2025-12-312026-01-07 GILD GILEAD SCIENCES INC8.8K shares19.39%2025-12-312026-01-07 TMO THERMO FISHER SCIENTIFIC INC1.8K shares32.19%2025-12-312026-01-07 CEG CONSTELLATION ENERGY CORP3.0K shares2.03%2025-12-312026-01-07 DE DEERE & CO2.3K shares-4.31%2025-12-312026-01-07 IEMG ISHARES INC15.6K shares-0.10%2025-12-312026-01-07 STRV EA SERIES TRUST23.5K shares-6.83%2025-12-312026-01-07 LECO LINCOLN ELEC HLDGS INC4.3K shares8.86%2025-12-312026-01-07 HBAN HUNTINGTON BANCSHARES INC59.3K shares7.23%2025-12-312026-01-07 VRTX VERTEX PHARMACEUTICALS INC2.3K shares7.81%2025-12-312026-01-07 CFG CITIZENS FINL GROUP INC17.3K shares19.65%2025-12-312026-01-07 ALNY ALNYLAM PHARMACEUTICALS INC2.5K shares-3.38%2025-12-312026-01-07 HUBBELL INC HUBBELL INC2.3K shares8.45%2025-12-312026-01-07 HON HONEYWELL INTL INC5.1K shares26.80%2025-12-312026-01-07 SPG SIMON PPTY GROUP INC NEW5.3K shares12.48%2025-12-312026-01-07 PH PARKER-HANNIFIN CORP1.1K shares5.63%2025-12-312026-01-07 GM GENERAL MTRS CO12.2K shares11.99%2025-12-312026-01-07 LOW LOWES COS INC4.1K shares6.71%2025-12-312026-01-07 CNO CNO FINL GROUP INC22.8K shares8.23%2025-12-312026-01-07 DAL DELTA AIR LINES INC DEL13.8K shares9.37%2025-12-312026-01-07 BMY BRISTOL-MYERS SQUIBB CO17.8K shares28.87%2025-12-312026-01-07 VTHR VANGUARD SCOTTSDALE FDS3.1K shares0.03%2025-12-312026-01-07 QCOM QUALCOMM INC5.5K shares17.79%2025-12-312026-01-07 DIS DISNEY WALT CO8.2K shares0.98%2025-12-312026-01-07 ADBE ADOBE INC2.6K shares22.47%2025-12-312026-01-07 TTWO TAKE-TWO INTERACTIVE SOFTWAR3.6K shares4.10%2025-12-312026-01-07 DFUS DIMENSIONAL ETF TRUST12.3K shares-0.49%2025-12-312026-01-07 RUSHB RUSH ENTERPRISES INC16.2K shares-8.98%2025-12-312026-01-07 ECL ECOLAB INC3.5K shares1.02%2025-12-312026-01-07 TDG TRANSDIGM GROUP INC685 shares-7.56%2025-12-312026-01-07 THG HANOVER INS GROUP INC4.9K shares14.80%2025-12-312026-01-07 PGR PROGRESSIVE CORP4.0K shares-13.50%2025-12-312026-01-07 CME CME GROUP INC3.2K shares2.79%2025-12-312026-01-07 MPC MARATHON PETE CORP5.4K shares-4.67%2025-12-312026-01-07 ROST ROSS STORES INC4.9K shares24.95%2025-12-312026-01-07 FNDF SCHWAB STRATEGIC TR19.1K shares19.09%2025-12-312026-01-07 CB CHUBB LIMITED2.7K shares9.46%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP1.8K shares-1.51%2025-12-312026-01-07 AEP AMERICAN ELEC PWR CO INC7.3K shares141.04%2025-12-312026-01-07 NSC NORFOLK SOUTHN CORP2.9K shares1.64%2025-12-312026-01-07 SCHE SCHWAB STRATEGIC TR25.7K shares0.59%2025-12-312026-01-07 VGT VANGUARD WORLD FD1.1K shares6.21%2025-12-312026-01-07 SUB ISHARES TR7.8K shares1.44%2025-12-312026-01-07 PHM PULTE GROUP INC7.1K shares9.83%2025-12-312026-01-07 HEI.A HEICO CORP NEW3.3K shares-1.70%2025-12-312026-01-07 IDA IDACORP INC6.5K shares5.40%2025-12-312026-01-07 STAG STAG INDL INC22.5K shares8.34%2025-12-312026-01-07 CBOE CBOE GLOBAL MKTS INC3.3K shares6.90%2025-12-312026-01-07 ADSK AUTODESK INC2.7K shares-2.00%2025-12-312026-01-07 IVW ISHARES TR6.6K shares4.65%2025-12-312026-01-07 OGE OGE ENERGY CORP18.8K shares-10.28%2025-12-312026-01-07 CAH CARDINAL HEALTH INC3.9K shares125.95%2025-12-312026-01-07 TTD THE TRADE DESK INC20.8K shares-14.01%2025-12-312026-01-07 LFST LIFESTANCE HEALTH GROUP INC111.8K sharesnew addition2025-12-312026-01-07 USMV ISHARES TR8.3K shares0.34%2025-12-312026-01-07 ADP AUTOMATIC DATA PROCESSING IN3.0K shares-13.71%2025-12-312026-01-07 MMM 3M CO4.9K shares10.85%2025-12-312026-01-07 CG CARLYLE GROUP INC13.1K shares42.77%2025-12-312026-01-07 ACGL ARCH CAP GROUP LTD8.0K shares8.60%2025-12-312026-01-07 RGLD ROYAL GOLD INC3.4K shares6.18%2025-12-312026-01-07 HAL HALLIBURTON CO26.4K shares17.80%2025-12-312026-01-07 LINDE PLC LINDE PLC1.7K shares-27.13%2025-12-312026-01-07 SLYV SPDR SERIES TRUST8.1K shares-3.19%2025-12-312026-01-07 HOMB HOME BANCSHARES INC26.4K shares-0.43%2025-12-312026-01-07 UNP UNION PAC CORP3.1K shares1.66%2025-12-312026-01-07 IPAY AMPLIFY ETF TR13.9K sharesnew addition2025-12-312026-01-07 TXN TEXAS INSTRS INC4.2K shares-3.49%2025-12-312026-01-07 ELV ELEVANCE HEALTH INC FORMERLY2.0K shares81.42%2025-12-312026-01-07 CVS CVS HEALTH CORP9.1K shares30.74%2025-12-312026-01-07 COP CONOCOPHILLIPS7.6K shares-6.65%2025-12-312026-01-07 ASML ASML HOLDING N V666 shares112.78%2025-12-312026-01-07 KR KROGER CO11.4K shares-13.69%2025-12-312026-01-07 DVN DEVON ENERGY CORP NEW19.1K shares2.52%2025-12-312026-01-07 PLD PROLOGIS INC.5.3K shares26.28%2025-12-312026-01-07 USB US BANCORP DEL12.7K shares-0.23%2025-12-312026-01-07 MDGL MADRIGAL PHARMACEUTICALS INC1.2K shares153.38%2025-12-312026-01-07 CIEN CIENA CORP2.9K shares88.76%2025-12-312026-01-07 MDYV SPDR SERIES TRUST7.9K shares0.01%2025-12-312026-01-07 PRI PRIMERICA INC2.6K shares-13.70%2025-12-312026-01-07 TSM TAIWAN SEMICONDUCTOR MFG LTD2.2K shares124.15%2025-12-312026-01-07 PFE PFIZER INC26.5K shares14.38%2025-12-312026-01-07 INSP INSPIRE MED SYS INC7.0K sharesnew addition2025-12-312026-01-07 JCI JOHNSON CTLS INTL PLC5.4K shares49.12%2025-12-312026-01-07 PSX PHILLIPS 665.0K shares7.34%2025-12-312026-01-07 SDY SPDR SERIES TRUST4.6K shares0.00%2025-12-312026-01-07 PULS PGIM ETF TR12.8K shares-0.43%2025-12-312026-01-07 SLB SLB LIMITED16.4K shares18.96%2025-12-312026-01-07 IWM ISHARES TR2.6K shares-3.88%2025-12-312026-01-07 VST VISTRA CORP3.9K shares-5.49%2025-12-312026-01-07 DHR DANAHER CORPORATION2.7K shares25.10%2025-12-312026-01-07 ZM ZOOM COMMUNICATIONS INC7.1K shares6.65%2025-12-312026-01-07 UCB UNITED CMNTY BKS BLAIRSVLE G18.9K shares4.85%2025-12-312026-01-07 SHW SHERWIN WILLIAMS CO1.8K shares-14.23%2025-12-312026-01-07 URI UNITED RENTALS INC721 shares0.28%2025-12-312026-01-07 CCL CARNIVAL CORP19.1K shares2.98%2025-12-312026-01-07 VGSH VANGUARD SCOTTSDALE FDS9.9K shares-53.16%2025-12-312026-01-07 SCHF SCHWAB STRATEGIC TR24.1K shares21.39%2025-12-312026-01-07 SBUX STARBUCKS CORP6.9K shares7.14%2025-12-312026-01-07 SYY SYSCO CORP7.8K shares4.01%2025-12-312026-01-07 LNG CHENIERE ENERGY INC2.9K shares-21.40%2025-12-312026-01-07 MCO MOODYS CORP1.1K shares10.91%2025-12-312026-01-07 VZ VERIZON COMMUNICATIONS INC14.0K shares-33.25%2025-12-312026-01-07 FE FIRSTENERGY CORP12.7K shares8.78%2025-12-312026-01-07 ORLY OREILLY AUTOMOTIVE INC6.2K shares63.96%2025-12-312026-01-07 O REALTY INCOME CORP9.8K shares11.34%2025-12-312026-01-07 IDEV ISHARES TR6.7K shares1.59%2025-12-312026-01-07 ALB ALBEMARLE CORP3.8K shares52.91%2025-12-312026-01-07 SNOW SNOWFLAKE INC2.4K shares10.88%2025-12-312026-01-07 KLAC KLA CORP433 shares0.70%2025-12-312026-01-07 CRL CHARLES RIV LABS INTL INC2.6K shares37.91%2025-12-312026-01-07 EW EDWARDS LIFESCIENCES CORP6.2K shares8.36%2025-12-312026-01-07 PRU PRUDENTIAL FINL INC4.6K shares16.38%2025-12-312026-01-07 BUSE FIRST BUSEY CORP21.6K shares-8.16%2025-12-312026-01-07 COIN COINBASE GLOBAL INC2.3K shares4.08%2025-12-312026-01-07 CMG CHIPOTLE MEXICAN GRILL INC13.8K shares17.00%2025-12-312026-01-07 INSM INSMED INC2.9K sharesnew addition2025-12-312026-01-07 WM WASTE MGMT INC DEL2.3K sharesnew addition2025-12-312026-01-07 APH AMPHENOL CORP NEW3.7K shares2.71%2025-12-312026-01-07 SCHH SCHWAB STRATEGIC TR23.4K shares-15.56%2025-12-312026-01-07 SNDK SANDISK CORP2.1K shares3.37%2025-12-312026-01-07 EXPI EXP WORLD HLDGS INC53.9K shares-4.31%2025-12-312026-01-07 IWR ISHARES TR5.1K shares-0.59%2025-12-312026-01-07 LEN LENNAR CORP4.6K shares-1.62%2025-12-312026-01-07 FCX FREEPORT-MCMORAN INC9.3K shares-2.89%2025-12-312026-01-07 VLO VALERO ENERGY CORP2.9K shares-0.28%2025-12-312026-01-07 GABC GERMAN AMERN BANCORP INC11.9K shares-0.27%2025-12-312026-01-07 XLK SELECT SECTOR SPDR TR3.2K shares97.16%2025-12-312026-01-07 KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares21.06%2025-12-312026-01-07 FTNT FORTINET INC5.7K shares-6.00%2025-12-312026-01-07 STXK EA SERIES TRUST13.6K shares-4.74%2025-12-312026-01-07 AMT AMERICAN TOWER CORP NEW2.6K shares-1.08%2025-12-312026-01-07 HYG ISHARES TR5.6K shares25.73%2025-12-312026-01-07 FIS FIDELITY NATL INFORMATION SV6.8K shares-5.10%2025-12-312026-01-07 TKO TKO GROUP HOLDINGS INC2.1K sharesnew addition2025-12-312026-01-07 ROP ROPER TECHNOLOGIES INC953 sharesnew addition2025-12-312026-01-07 KKR & CO INC KKR & CO INC3.3K shares87.54%2025-12-312026-01-07 AME AMETEK INC2.1K shares8.85%2025-12-312026-01-07 ICE INTERCONTINENTAL EXCHANGE IN2.6K shares61.37%2025-12-312026-01-07 AWK AMERICAN WTR WKS CO INC NEW3.2K shares-19.37%2025-12-312026-01-07 SLYG SPDR SERIES TRUST4.3K shares-2.48%2025-12-312026-01-07 A AGILENT TECHNOLOGIES INC3.0K shares11.39%2025-12-312026-01-07 AON PLC AON PLC1.1K shares-1.64%2025-12-312026-01-07 LGIH LGI HOMES INC9.2K shares18.12%2025-12-312026-01-07 DIA SPDR DOW JONES INDL AVERAGE823 shares-8.35%2025-12-312026-01-07 IWF ISHARES TR829 shares1.97%2025-12-312026-01-07 CPRT COPART INC9.9K shares-27.20%2025-12-312026-01-07 RKT ROCKET COS INC19.9K sharesnew addition2025-12-312026-01-07 NUE NUCOR CORP2.4K shares34.21%2025-12-312026-01-07 HYMB SPDR SERIES TRUST14.8K shares-1.35%2025-12-312026-01-07 CTRA COTERRA ENERGY INC14.0K shares3.47%2025-12-312026-01-07 EMR EMERSON ELEC CO2.8K shares12.01%2025-12-312026-01-07 BC BRUNSWICK CORP4.9K sharesnew addition2025-12-312026-01-07 CBRE CBRE GROUP INC2.2K shares9.30%2025-12-312026-01-07 REGN REGENERON PHARMACEUTICALS460 shares22.02%2025-12-312026-01-07 BK BANK NEW YORK MELLON CORP3.0K shares7.36%2025-12-312026-01-07 IBIT ISHARES BITCOIN TRUST ETF7.1K shares0.06%2025-12-312026-01-07 WTW WILLIS TOWERS WATSON PLC LTD1.1K sharesnew addition2025-12-312026-01-07 LFUS LITTELFUSE INC1.4K shares38.92%2025-12-312026-01-07 XLE SELECT SECTOR SPDR TR7.6K sharesnew addition2025-12-312026-01-07 WDAY WORKDAY INC1.6K shares-6.23%2025-12-312026-01-07 D DOMINION ENERGY INC5.8K shares12.61%2025-12-312026-01-07 FNDX SCHWAB STRATEGIC TR12.3K sharesnew addition2025-12-312026-01-07 KMI KINDER MORGAN INC DEL12.2K shares-1.24%2025-12-312026-01-07 OXY OCCIDENTAL PETE CORP8.1K shares-26.85%2025-12-312026-01-07 PYPL PAYPAL HLDGS INC5.6K shares-19.64%2025-12-312026-01-07 AGG ISHARES TR3.3K shares-5.75%2025-12-312026-01-07 BKE BUCKLE INC6.1K shares-0.08%2025-12-312026-01-07 NOC NORTHROP GRUMMAN CORP565 shares-0.35%2025-12-312026-01-07 ARGX ARGENX SE383 sharesnew addition2025-12-312026-01-07 NDSN NORDSON CORP1.3K sharesnew addition2025-12-312026-01-07 ITW ILLINOIS TOOL WKS INC1.3K shares-2.61%2025-12-312026-01-07 EPAM EPAM SYS INC1.6K sharesnew addition2025-12-312026-01-07 GLW CORNING INC3.6K shares1.71%2025-12-312026-01-07 APD AIR PRODS & CHEMS INC1.3K shares-10.10%2025-12-312026-01-07 MCHP MICROCHIP TECHNOLOGY INC.4.9K shares-16.56%2025-12-312026-01-07 MO ALTRIA GROUP INC5.4K shares-4.72%2025-12-312026-01-07 MDB MONGODB INC730 sharesnew addition2025-12-312026-01-07 SPYV SPDR SERIES TRUST5.3K shares0.17%2025-12-312026-01-07 IVE ISHARES TR1.4K shares8.71%2025-12-312026-01-07 TMUS T-MOBILE US INC1.4K shares-5.86%2025-12-312026-01-07 MTB M & T BK CORP1.5K shares13.74%2025-12-312026-01-07 BIIB BIOGEN INC1.7K sharesnew addition2025-12-312026-01-07 ESGV VANGUARD WORLD FD2.4K shares-14.65%2025-12-312026-01-07 AXON AXON ENTERPRISE INC507 shares-33.20%2025-12-312026-01-07 LAZARD INC LAZARD INC5.9K shares-1.43%2025-12-312026-01-07 EQT CORP EQT CORP5.4K sharesnew addition2025-12-312026-01-07 IJH ISHARES TR4.3K shares-0.02%2025-12-312026-01-07 SPHQ INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2025-12-312026-01-07 EXPE EXPEDIA GROUP INC1.0K sharesnew addition2025-12-312026-01-07 XYZ BLOCK INC4.3K shares5.21%2025-12-312026-01-07 MDYG SPDR SERIES TRUST3.0K shares-0.88%2025-12-312026-01-07 MAR MARRIOTT INTL INC NEW900 shares-0.55%2025-12-312026-01-07 VXF VANGUARD INDEX FDS1.3K shares12.16%2025-12-312026-01-07 BDX BECTON DICKINSON & CO1.4K shares32.59%2025-12-312026-01-07 WING WINGSTOP INC1.2K shares-0.09%2025-12-312026-01-07 IONS IONIS PHARMACEUTICALS INC3.5K sharesnew addition2025-12-312026-01-07 APTIV PLC APTIV PLC3.6K shares4.86%2025-12-312026-01-07 LNT ALLIANT ENERGY CORP4.2K sharesnew addition2025-12-312026-01-07 AVB AVALONBAY CMNTYS INC1.5K shares2.75%2025-12-312026-01-07 VT VANGUARD INTL EQUITY INDEX F1.9K shares-6.83%2025-12-312026-01-07 UPS UNITED PARCEL SERVICE INC2.7K sharesnew addition2025-12-312026-01-07 CWST CASELLA WASTE SYS INC2.7K shares-9.38%2025-12-312026-01-07 STLD STEEL DYNAMICS INC1.6K sharesnew addition2025-12-312026-01-07 HOPE HOPE BANCORP INC24.1K shares-4.00%2025-12-312026-01-07 IJR ISHARES TR2.2K shares0.78%2025-12-312026-01-07 FOX FOX CORP4.0K sharesnew addition2025-12-312026-01-07 MELI MERCADOLIBRE INC129 sharesnew addition2025-12-312026-01-07 ON ON SEMICONDUCTOR CORP4.8K sharesnew addition2025-12-312026-01-07 CMCSA COMCAST CORP NEW8.7K shares-49.92%2025-12-312026-01-07 PNC PNC FINL SVCS GROUP INC1.2K shares14.39%2025-12-312026-01-07 DFUV DIMENSIONAL ETF TRUST5.5K shares0.00%2025-12-312026-01-07 EWBC EAST WEST BANCORP INC2.3K shares7.16%2025-12-312026-01-07 SSNC SS&C TECHNOLOGIES HLDGS INC2.9K sharesnew addition2025-12-312026-01-07 HOOD ROBINHOOD MKTS INC2.2K shares27.62%2025-12-312026-01-07 NKE NIKE INC3.9K shares26.30%2025-12-312026-01-07 AMP AMERIPRISE FINL INC512 shares-0.19%2025-12-312026-01-07 DGRW WISDOMTREE TR2.8K shares-7.03%2025-12-312026-01-07 EFA ISHARES TR2.6K shares0.00%2025-12-312026-01-07 CVNA CARVANA CO589 shares-1.67%2025-12-312026-01-07 HYD VANECK ETF TRUST4.8K shares1.63%2025-12-312026-01-07 VOOV VANGUARD ADMIRAL FDS INC1.2K shares0.00%2025-12-312026-01-07 FDX FEDEX CORP850 sharesnew addition2025-12-312026-01-07 LHX L3HARRIS TECHNOLOGIES INC832 shares10.64%2025-12-312026-01-07 ADM ARCHER DANIELS MIDLAND CO4.2K shares1.37%2025-12-312026-01-07 IYW ISHARES TR1.2K shares-31.95%2025-12-312026-01-07 VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2025-12-312026-01-07 MDY SPDR S&P MIDCAP 400 ETF TR388 shares-0.51%2025-12-312026-01-07 EQIX EQUINIX INC304 shares3.40%2025-12-312026-01-07 WAL WESTERN ALLIANCE BANCORP2.8K shares-0.36%2025-12-312026-01-07 CENX CENTURY ALUM CO5.9K sharesnew addition2025-12-312026-01-07 NRG NRG ENERGY INC1.4K sharesnew addition2025-12-312026-01-07 YUM YUM BRANDS INC1.5K shares-5.14%2025-12-312026-01-07 DAR DARLING INGREDIENTS INC6.3K sharesnew addition2025-12-312026-01-07 AFL AFLAC INC2.0K shares2.16%2025-12-312026-01-07 IWO ISHARES TR690 shares1.47%2025-12-312026-01-07 CSGP COSTAR GROUP INC3.3K shares-60.84%2025-12-312026-01-07 MSCI MSCI INC388 shares8.68%2025-12-312026-01-07 SO SOUTHERN CO2.5K shares-24.19%2025-12-312026-01-07 BALL BALL CORP4.2K shares-4.27%2025-12-312026-01-07 RIVN RIVIAN AUTOMOTIVE INC11.2K sharesnew addition2025-12-312026-01-07 AKAM AKAMAI TECHNOLOGIES INC2.5K sharesnew addition2025-12-312026-01-07 PYLD PIMCO ETF TR8.2K sharesnew addition2025-12-312026-01-07 ROKU ROKU INC2.0K sharesnew addition2025-12-312026-01-07 IWB ISHARES TR582 sharesnew addition2025-12-312026-01-07 IQLT ISHARES TR4.8K shares0.19%2025-12-312026-01-07 DDOG DATADOG INC1.6K sharesnew addition2025-12-312026-01-07 TRGP TARGA RES CORP1.2K sharesnew addition2025-12-312026-01-07 WBS WEBSTER FINL CORP3.4K sharesnew addition2025-12-312026-01-07 HAS HASBRO INC2.6K sharesnew addition2025-12-312026-01-07 CELC CELCUITY INC2.1K sharesnew addition2025-12-312026-01-07 CMI CUMMINS INC409 sharesnew addition2025-12-312026-01-07 CL COLGATE PALMOLIVE CO2.6K sharesnew addition2025-12-312026-01-07 TRV TRAVELERS COMPANIES INC708 sharesnew addition2025-12-312026-01-07 MFC MANULIFE FINL CORP5.6K sharesnew addition2025-12-312026-01-07 DFIV DIMENSIONAL ETF TRUST4.1K sharesnew addition2025-12-312026-01-07 FNB F N B CORP10.1K sharesnew addition2025-12-312026-01-07 PCG PG&E CORP10.3K shares-0.97%2025-12-312026-01-07 SAN BANCO SANTANDER SA11.9K shares2.26%2025-12-312026-01-07 NEOG NEOGEN CORP18.1K shares0.00%2025-12-312026-01-07 WEN WENDYS CO14.4K shares3.78%2025-12-312026-01-07 CTKB CYTEK BIOSCIENCES INC13.0K shares0.00%2025-12-312026-01-07 BGS B & G FOODS INC NEW14.6K shares-6.36%2025-12-312026-01-07 AGL AGILON HEALTH INC18.3K shares0.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available