The Analysis of EVERMAY WEALTH MANAGEMENT LLC's Holdings

Currently, EVERMAY WEALTH MANAGEMENT LLC holds 571 types of securities in its portfolio with a total value $891.2M. In the most recent quarter, they have increased their positions in SPTI (+178.1K shares, valued at $5.1M), SPTS (+149.9K shares, valued at $4.4M), IEMG (+46.0K shares, valued at $3.1M); decreased their positions in XSOE (-61.1K shares, valued at $2.4M), AMZN (-8.3K shares, valued at $1.9M), N/A (-2.0K shares, valued at $1.3M); initiated new positions in MNST (+9.1K shares, valued at $696.0K), PDEC (+2.2K shares, valued at $97.0K), N/A (+1.3K shares, valued at $85.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTI SPDR SERIES TRUST4.6M shares3.99%2025-12-312026-01-22

SCHX SCHWAB STRATEGIC TR4.4M shares-0.98%2025-12-312026-01-22

SPTS SPDR SERIES TRUST2.7M shares5.83%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS120.8K shares-1.64%2025-12-312026-01-22

IJH ISHARES TR612.6K shares-1.98%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR53.6K shares-0.44%2025-12-312026-01-22

IVV ISHARES TR39.8K shares-3.38%2025-12-312026-01-22

SPYM SPDR SERIES TRUST248.3K shares2.80%2025-12-312026-01-22

Sponsored

SPMD SPDR SERIES TRUST306.9K shares6.80%2025-12-312026-01-22

AAPL APPLE INC56.9K shares-1.58%2025-12-312026-01-22

SPSM SPDR SERIES TRUST306.2K shares3.75%2025-12-312026-01-22

DFAI DIMENSIONAL ETF TRUST367.4K shares12.64%2025-12-312026-01-22

IEMG ISHARES INC196.9K shares30.46%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS82.8K shares-2.74%2025-12-312026-01-22

AMZN AMAZON COM INC51.0K shares-13.94%2025-12-312026-01-22

VTI VANGUARD INDEX FDS33.5K shares-2.40%2025-12-312026-01-22

Sponsored

IJR ISHARES TR93.0K shares-1.72%2025-12-312026-01-22

ALPHABET INC ALPHABET INC33.9K shares-2.90%2025-12-312026-01-22

VO VANGUARD INDEX FDS31.6K shares-1.55%2025-12-312026-01-22

MSFT MICROSOFT CORP17.1K shares-2.65%2025-12-312026-01-22

JMSB JOHN MARSHALL BANCORP INC348.4K shares0.00%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.18.3K shares-2.23%2025-12-312026-01-22

XSOE WISDOMTREE TR134.0K shares-31.33%2025-12-312026-01-22

SGOV ISHARES TR50.2K shares27.52%2025-12-312026-01-22

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F75.5K shares-14.95%2025-12-312026-01-22

LLY ELI LILLY & CO3.8K shares1.99%2025-12-312026-01-22

NVDA NVIDIA CORPORATION21.3K shares1.04%2025-12-312026-01-22

VUG VANGUARD INDEX FDS7.7K shares3.54%2025-12-312026-01-22

IWM ISHARES TR14.6K shares-3.42%2025-12-312026-01-22

IDV ISHARES TR90.5K shares-14.95%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.9K shares-4.89%2025-12-312026-01-22

VB VANGUARD INDEX FDS12.6K shares-0.56%2025-12-312026-01-22

Sponsored

META META PLATFORMS INC4.6K shares-5.87%2025-12-312026-01-22

V VISA INC8.5K shares-0.56%2025-12-312026-01-22

IWD ISHARES TR14.1K shares-0.69%2025-12-312026-01-22

PJAN INNOVATOR ETFS TRUST58.5K shares-8.60%2025-12-312026-01-22

GDX VANECK ETF TRUST31.3K shares-17.76%2025-12-312026-01-22

BROADCOM INC BROADCOM INC7.6K shares-2.11%2025-12-312026-01-22

IAUM ISHARES GOLD TR60.2K shares-11.19%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS38.2K shares-0.37%2025-12-312026-01-22

Sponsored

HD HOME DEPOT INC6.6K shares-1.32%2025-12-312026-01-22

EFA ISHARES TR23.8K shares-11.33%2025-12-312026-01-22

ALPHABET INC ALPHABET INC7.0K shares-0.64%2025-12-312026-01-22

VTV VANGUARD INDEX FDS11.5K shares-2.57%2025-12-312026-01-22

DHR DANAHER CORPORATION9.5K shares-9.50%2025-12-312026-01-22

SLV ISHARES SILVER TR31.2K shares-6.89%2025-12-312026-01-22

IWF ISHARES TR4.2K shares0.00%2025-12-312026-01-22

RTX RTX CORPORATION10.6K shares-0.33%2025-12-312026-01-22

Sponsored

MLM MARTIN MARIETTA MATLS INC3.0K shares0.00%2025-12-312026-01-22

CAT CATERPILLAR INC3.2K shares29.34%2025-12-312026-01-22

NEE NEXTERA ENERGY INC21.8K shares-0.56%2025-12-312026-01-22

MCD MCDONALDS CORP5.1K shares-4.72%2025-12-312026-01-22

SCHF SCHWAB STRATEGIC TR63.3K shares-2.69%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO4.0K shares0.25%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW1.7K shares-6.20%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC14.0K shares-8.42%2025-12-312026-01-22

Sponsored

PAPR INNOVATOR ETFS TRUST37.9K shares-0.34%2025-12-312026-01-22

ABBV ABBVIE INC6.4K shares-0.47%2025-12-312026-01-22

VWO VANGUARD INTL EQUITY INDEX F27.0K shares-1.26%2025-12-312026-01-22

GDXJ VANECK ETF TRUST12.7K shares-19.17%2025-12-312026-01-22

MCO MOODYS CORP2.7K shares0.00%2025-12-312026-01-22

MKC.V MCCORMICK & CO INC20.1K shares0.00%2025-12-312026-01-22

ISHARES GOLD TR ISHARES GOLD TR16.7K shares-1.97%2025-12-312026-01-22

XOM EXXON MOBIL CORP11.0K shares-2.17%2025-12-312026-01-22

Sponsored

BRO BROWN & BROWN INC16.5K shares0.00%2025-12-312026-01-22

NOC NORTHROP GRUMMAN CORP2.3K shares1.06%2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.8K shares0.00%2025-12-312026-01-22

YUM YUM BRANDS INC8.5K shares-5.38%2025-12-312026-01-22

TJX TJX COS INC NEW8.4K shares0.00%2025-12-312026-01-22

APH AMPHENOL CORP NEW9.3K shares-1.26%2025-12-312026-01-22

LEU CENTRUS ENERGY CORP5.2K shares0.00%2025-12-312026-01-22

PEP PEPSICO INC8.4K shares-12.64%2025-12-312026-01-22

Sponsored

PMAY INNOVATOR ETFS TRUST30.0K shares0.00%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON5.7K shares-1.60%2025-12-312026-01-22

SCHO SCHWAB STRATEGIC TR47.6K shares-0.54%2025-12-312026-01-22

SYK STRYKER CORPORATION3.2K shares4.50%2025-12-312026-01-22

PANW PALO ALTO NETWORKS INC6.1K shares4.52%2025-12-312026-01-22

MAR MARRIOTT INTL INC NEW3.6K shares1.59%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO7.7K shares-5.11%2025-12-312026-01-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.2K shares-10.71%2025-12-312026-01-22

Sponsored

ORCL ORACLE CORP5.3K shares-2.79%2025-12-312026-01-22

SCHB SCHWAB STRATEGIC TR39.0K shares-12.39%2025-12-312026-01-22

ACGL ARCH CAP GROUP LTD10.7K shares0.00%2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE3.3K shares10.43%2025-12-312026-01-22

CSCO CISCO SYS INC13.2K shares-1.77%2025-12-312026-01-22

NSC NORFOLK SOUTHN CORP3.5K shares-0.85%2025-12-312026-01-22

MA MASTERCARD INCORPORATED1.7K shares0.00%2025-12-312026-01-22

NFLX NETFLIX INC10.6K shares989.83%2025-12-312026-01-22

Sponsored

IUSV ISHARES TR9.2K shares-13.61%2025-12-312026-01-22

CRM SALESFORCE INC3.5K shares30.47%2025-12-312026-01-22

KMI KINDER MORGAN INC DEL31.3K shares1.49%2025-12-312026-01-22

WFC WELLS FARGO CO NEW9.1K shares0.00%2025-12-312026-01-22

AMGN AMGEN INC2.6K shares-14.18%2025-12-312026-01-22

VBK VANGUARD INDEX FDS2.8K shares-2.12%2025-12-312026-01-22

LH LABCORP HOLDINGS INC3.3K shares-12.81%2025-12-312026-01-22

AUB ATLANTIC UN BANKSHARES CORP23.2K shares70.82%2025-12-312026-01-22

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN5.0K shares1.12%2025-12-312026-01-22

BNL BROADSTONE NET LEASE INC45.6K shares0.32%2025-12-312026-01-22

TSLA TESLA INC1.8K shares-0.40%2025-12-312026-01-22

EPD ENTERPRISE PRODS PARTNERS L24.6K shares0.00%2025-12-312026-01-22

AMAT APPLIED MATLS INC3.0K shares0.10%2025-12-312026-01-22

NOW SERVICENOW INC4.9K shares456.47%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS2.5K shares2.15%2025-12-312026-01-22

URI UNITED RENTALS INC918 shares-0.22%2025-12-312026-01-22

Sponsored

SCHM SCHWAB STRATEGIC TR24.5K shares-1.66%2025-12-312026-01-22

ADP AUTOMATIC DATA PROCESSING IN2.8K shares0.96%2025-12-312026-01-22

SCHR SCHWAB STRATEGIC TR28.2K shares0.00%2025-12-312026-01-22

MNST MONSTER BEVERAGE CORP NEW9.1K sharesnew addition2025-12-312026-01-22

CVX CHEVRON CORP NEW4.4K shares0.42%2025-12-312026-01-22

DVY ISHARES TR4.7K shares0.00%2025-12-312026-01-22

ROK ROCKWELL AUTOMATION INC1.7K shares-3.87%2025-12-312026-01-22

DHI D R HORTON INC4.5K shares-2.97%2025-12-312026-01-22

Sponsored

EATON CORP PLC EATON CORP PLC1.9K shares0.00%2025-12-312026-01-22

LAM RESEARCH CORP LAM RESEARCH CORP3.6K shares-1.60%2025-12-312026-01-22

VBR VANGUARD INDEX FDS2.9K shares-3.06%2025-12-312026-01-22

WMT WALMART INC5.3K shares-8.95%2025-12-312026-01-22

VXF VANGUARD INDEX FDS2.6K shares-2.52%2025-12-312026-01-22

APD AIR PRODS & CHEMS INC2.2K shares-1.68%2025-12-312026-01-22

LMT LOCKHEED MARTIN CORP1.1K shares0.00%2025-12-312026-01-22

IWN ISHARES TR2.8K shares0.00%2025-12-312026-01-22

Sponsored

SCHA SCHWAB STRATEGIC TR17.9K shares0.22%2025-12-312026-01-22

USMV ISHARES TR5.3K shares0.00%2025-12-312026-01-22

CB CHUBB LIMITED1.6K shares-0.50%2025-12-312026-01-22

SCHE SCHWAB STRATEGIC TR14.8K shares-1.27%2025-12-312026-01-22

VMC VULCAN MATLS CO1.7K shares0.00%2025-12-312026-01-22

DGRO ISHARES TR6.9K shares-1.93%2025-12-312026-01-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.8K shares-5.05%2025-12-312026-01-22

PH PARKER-HANNIFIN CORP535 shares1.71%2025-12-312026-01-22

Sponsored

KO COCA COLA CO6.7K shares-2.68%2025-12-312026-01-22

SCHW SCHWAB CHARLES CORP4.6K shares-6.16%2025-12-312026-01-22

ADBE ADOBE INC1.3K shares0.54%2025-12-312026-01-22

BAC BANK AMERICA CORP8.1K shares-1.45%2025-12-312026-01-22

CDNS CADENCE DESIGN SYSTEM INC1.4K shares167.61%2025-12-312026-01-22

ISRG INTUITIVE SURGICAL INC779 shares6.57%2025-12-312026-01-22

ABT ABBOTT LABS3.4K shares-2.41%2025-12-312026-01-22

ELV ELEVANCE HEALTH INC FORMERLY1.2K shares-5.59%2025-12-312026-01-22

Sponsored

KNSL KINSALE CAP GROUP INC1.1K shares-3.83%2025-12-312026-01-22

TRV TRAVELERS COMPANIES INC1.4K shares0.00%2025-12-312026-01-22

SNPS SYNOPSYS INC850 shares-44.23%2025-12-312026-01-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares-1.67%2025-12-312026-01-22

ARISTA NETWORKS INC ARISTA NETWORKS INC2.8K shares0.00%2025-12-312026-01-22

VGIT VANGUARD SCOTTSDALE FDS6.2K shares6027.72%2025-12-312026-01-22

DIA SPDR DOW JONES INDL AVERAGE761 shares0.00%2025-12-312026-01-22

PSEP INNOVATOR ETFS TRUST8.4K shares0.00%2025-12-312026-01-22

Sponsored

BLACKROCK INC BLACKROCK INC342 shares0.00%2025-12-312026-01-22

D DOMINION ENERGY INC6.2K shares0.00%2025-12-312026-01-22

IWR ISHARES TR3.8K shares0.00%2025-12-312026-01-22

UNP UNION PAC CORP1.5K shares-17.89%2025-12-312026-01-22

FAST FASTENAL CO8.7K shares0.00%2025-12-312026-01-22

CSM PROSHARES TR4.3K shares0.00%2025-12-312026-01-22

CMCSA COMCAST CORP NEW11.5K shares-14.52%2025-12-312026-01-22

TMO THERMO FISHER SCIENTIFIC INC591 shares-8.37%2025-12-312026-01-22

Sponsored

BLACKSTONE INC BLACKSTONE INC2.2K shares-4.49%2025-12-312026-01-22

ECL ECOLAB INC1.3K shares0.00%2025-12-312026-01-22

SCHG SCHWAB STRATEGIC TR10.3K shares-2.31%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC1.0K shares-53.80%2025-12-312026-01-22

GEV GE VERNOVA INC511 shares2.20%2025-12-312026-01-22

ROP ROPER TECHNOLOGIES INC735 shares-31.31%2025-12-312026-01-22

CSX CSX CORP8.8K shares-0.92%2025-12-312026-01-22

CBRE CBRE GROUP INC2.0K shares-2.48%2025-12-312026-01-22

Sponsored

TMUS T-MOBILE US INC1.5K shares-2.74%2025-12-312026-01-22

LOW LOWES COS INC1.3K shares0.00%2025-12-312026-01-22

PGR PROGRESSIVE CORP1.3K shares4.69%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR488 shares-4.87%2025-12-312026-01-22

ESGV VANGUARD WORLD FD2.4K shares0.00%2025-12-312026-01-22

IVE ISHARES TR1.4K shares2.66%2025-12-312026-01-22

MDLZ MONDELEZ INTL INC5.3K shares4.36%2025-12-312026-01-22

TFC TRUIST FINL CORP5.8K shares0.00%2025-12-312026-01-22

Sponsored

EW EDWARDS LIFESCIENCES CORP3.3K shares4.03%2025-12-312026-01-22

CL COLGATE PALMOLIVE CO3.5K shares-1.82%2025-12-312026-01-22

HON HONEYWELL INTL INC1.4K shares-33.14%2025-12-312026-01-22

VAW VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-01-22

AMT AMERICAN TOWER CORP NEW1.5K shares14.35%2025-12-312026-01-22

BMY BRISTOL-MYERS SQUIBB CO4.8K shares-31.25%2025-12-312026-01-22

EMR EMERSON ELEC CO1.9K shares-9.06%2025-12-312026-01-22

MSI MOTOROLA SOLUTIONS INC643 shares-7.22%2025-12-312026-01-22

Sponsored

QUAL ISHARES TR1.2K shares0.00%2025-12-312026-01-22

MCK MCKESSON CORP294 shares0.00%2025-12-312026-01-22

MELI MERCADOLIBRE INC117 shares-2.50%2025-12-312026-01-22

FULT FULTON FINL CORP PA12.0K shares0.00%2025-12-312026-01-22

PFE PFIZER INC9.2K shares-7.55%2025-12-312026-01-22

LHX L3HARRIS TECHNOLOGIES INC774 shares0.52%2025-12-312026-01-22

IWO ISHARES TR687 shares0.00%2025-12-312026-01-22

IEFA ISHARES TR2.5K shares0.00%2025-12-312026-01-22

Sponsored

DGX QUEST DIAGNOSTICS INC1.3K shares-14.41%2025-12-312026-01-22

GLD SPDR GOLD TR550 shares6.80%2025-12-312026-01-22

SLYV SPDR SERIES TRUST2.4K shares-4.97%2025-12-312026-01-22

J JACOBS SOLUTIONS INC1.6K shares-9.16%2025-12-312026-01-22

LDOS LEIDOS HOLDINGS INC1.2K shares0.00%2025-12-312026-01-22

COF CAPITAL ONE FINL CORP883 shares-11.08%2025-12-312026-01-22

TREX TREX CO INC6.1K shares-5.57%2025-12-312026-01-22

VOOG VANGUARD ADMIRAL FDS INC480 shares0.00%2025-12-312026-01-22

Sponsored

VZ VERIZON COMMUNICATIONS INC5.2K shares9.90%2025-12-312026-01-22

BA BOEING CO977 shares0.41%2025-12-312026-01-22

DIS DISNEY WALT CO1.8K shares-1.93%2025-12-312026-01-22

BK BANK NEW YORK MELLON CORP1.8K shares0.00%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC1.2K shares26.87%2025-12-312026-01-22

VRSK VERISK ANALYTICS INC930 shares0.00%2025-12-312026-01-22

CMI CUMMINS INC386 shares0.00%2025-12-312026-01-22

SHW SHERWIN WILLIAMS CO604 shares0.00%2025-12-312026-01-22

Sponsored

XLE SELECT SECTOR SPDR TR4.3K shares95.43%2025-12-312026-01-22

CNP CENTERPOINT ENERGY INC4.9K shares0.00%2025-12-312026-01-22

MCHP MICROCHIP TECHNOLOGY INC.2.9K shares0.00%2025-12-312026-01-22

GS GOLDMAN SACHS GROUP INC207 shares0.00%2025-12-312026-01-22

UTHR UNITED THERAPEUTICS CORP DEL373 shares0.00%2025-12-312026-01-22

SPYV SPDR SERIES TRUST3.2K shares0.00%2025-12-312026-01-22

QDF FLEXSHARES TR2.2K shares0.00%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC1.1K shares0.00%2025-12-312026-01-22

Sponsored

PSA PUBLIC STORAGE OPER CO659 shares63.12%2025-12-312026-01-22

RNW RENEW ENERGY GLOBAL PLC30.0K shares0.00%2025-12-312026-01-22

CVLC MORGAN STANLEY ETF TRUST2.0K shares0.00%2025-12-312026-01-22

TOWN TOWNEBANK PORTSMOUTH VA5.0K shares0.00%2025-12-312026-01-22

FVCB FVCBANKCORP INC12.1K shares0.00%2025-12-312026-01-22

SMB VANECK ETF TRUST9.5K shares0.00%2025-12-312026-01-22

IVW ISHARES TR1.3K shares-18.03%2025-12-312026-01-22

UBSI UNITED BANKSHARES INC WEST V4.2K shares0.00%2025-12-312026-01-22

Sponsored

TYL TYLER TECHNOLOGIES INC346 shares0.00%2025-12-312026-01-22

ILOW AB ACTIVE ETFS INC3.7K shares0.00%2025-12-312026-01-22

CBOE CBOE GLOBAL MKTS INC622 shares0.00%2025-12-312026-01-22

ITW ILLINOIS TOOL WKS INC624 shares9.09%2025-12-312026-01-22

NVS NOVARTIS AG1.1K shares-4.12%2025-12-312026-01-22

MMM 3M CO950 shares0.00%2025-12-312026-01-22

MDY SPDR S&P MIDCAP 400 ETF TR250 shares0.00%2025-12-312026-01-22

NKE NIKE INC2.3K shares-0.13%2025-12-312026-01-22

Sponsored

DE DEERE & CO318 shares1.27%2025-12-312026-01-22

VLTO VERALTO CORP1.5K shares-19.00%2025-12-312026-01-22

VEU VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2025-12-312026-01-22

BKNG BOOKING HOLDINGS INC27 shares-3.57%2025-12-312026-01-22

AWK AMERICAN WTR WKS CO INC NEW1.1K shares0.00%2025-12-312026-01-22

CMG CHIPOTLE MEXICAN GRILL INC3.9K shares-70.97%2025-12-312026-01-22

VIOO VANGUARD ADMIRAL FDS INC1.3K shares0.00%2025-12-312026-01-22

VLO VALERO ENERGY CORP850 shares0.00%2025-12-312026-01-22

Sponsored

TXN TEXAS INSTRS INC793 shares8.33%2025-12-312026-01-22

IWP ISHARES TR1.0K shares0.00%2025-12-312026-01-22

DLTR DOLLAR TREE INC1.1K shares0.00%2025-12-312026-01-22

PHYS SPROTT ASSET MANAGEMENT LP3.9K shares0.00%2025-12-312026-01-22

IJT ISHARES TR913 shares0.00%2025-12-312026-01-22

MEDTRONIC PLC MEDTRONIC PLC1.3K shares-7.03%2025-12-312026-01-22

ITA ISHARES TR582 shares0.00%2025-12-312026-01-22

MGK VANGUARD WORLD FD300 shares0.00%2025-12-312026-01-22

Sponsored

CNQ CANADIAN NAT RES LTD3.6K shares0.00%2025-12-312026-01-22

SHOP SHOPIFY INC755 shares-26.91%2025-12-312026-01-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.1K shares0.00%2025-12-312026-01-22

SPDW SPDR INDEX SHS FDS2.7K shares0.00%2025-12-312026-01-22

CENCORA INC CENCORA INC350 shares0.00%2025-12-312026-01-22

BALL BALL CORP2.2K shares-14.04%2025-12-312026-01-22

BSX BOSTON SCIENTIFIC CORP1.2K shares0.00%2025-12-312026-01-22

BIP BROOKFIELD INFRAST PARTNERS3.2K shares0.00%2025-12-312026-01-22

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TPYP TORTOISE CAPITAL SERIES TRUS3.1K shares0.00%2025-12-312026-01-22

GEHC GE HEALTHCARE TECHNOLOGIES I1.3K shares26.60%2025-12-312026-01-22

MKL MARKEL GROUP INC49 shares0.00%2025-12-312026-01-22

EFSI EAGLE FINL SVCS INC2.6K shares0.00%2025-12-312026-01-22

RODM LATTICE STRATEGIES TR2.8K shares-7.34%2025-12-312026-01-22

PRU PRUDENTIAL FINL INC900 shares0.00%2025-12-312026-01-22

ADI ANALOG DEVICES INC368 shares-7.77%2025-12-312026-01-22

T AT&T INC4.0K shares0.00%2025-12-312026-01-22

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COOPER COS INC COOPER COS INC1.2K shares0.00%2025-12-312026-01-22

WSO WATSCO INC295 shares0.00%2025-12-312026-01-22

ICF ISHARES TR1.7K shares-32.62%2025-12-312026-01-22

PDEC INNOVATOR ETFS TRUST2.2K sharesnew addition2025-12-312026-01-22

CLX CLOROX CO DEL955 shares28.19%2025-12-312026-01-22

CVIE MORGAN STANLEY ETF TRUST1.3K shares0.00%2025-12-312026-01-22

IDXX IDEXX LABS INC141 shares605.00%2025-12-312026-01-22

TGT TARGET CORP974 shares0.00%2025-12-312026-01-22

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CARR CARRIER GLOBAL CORPORATION1.8K shares0.00%2025-12-312026-01-22

GL GLOBE LIFE INC675 shares0.00%2025-12-312026-01-22

HUBBELL INC HUBBELL INC210 shares0.00%2025-12-312026-01-22

SSO PROSHARES TR1.6K shares100.00%2025-12-312026-01-22

XLU SELECT SECTOR SPDR TR2.1K shares84.48%2025-12-312026-01-22

SPGI S&P GLOBAL INC169 shares-49.55%2025-12-312026-01-22

HACK AMPLIFY ETF TR1.1K shares0.00%2025-12-312026-01-22

MU MICRON TECHNOLOGY INC301 shares-24.94%2025-12-312026-01-22

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UNILEVER PLC UNILEVER PLC1.3K sharesnew addition2025-12-312026-01-22

VOE VANGUARD INDEX FDS473 shares0.00%2025-12-312026-01-22

FTV FORTIVE CORP1.5K shares-24.65%2025-12-312026-01-22

GOOD GLADSTONE COMMERCIAL CORP7.7K shares0.00%2025-12-312026-01-22

ZAUG INNOVATOR ETFS TRUST3.0K shares0.00%2025-12-312026-01-22

CME CME GROUP INC290 shares0.00%2025-12-312026-01-22

DKS DICKS SPORTING GOODS INC400 shares0.00%2025-12-312026-01-22

LINDE PLC LINDE PLC185 shares0.00%2025-12-312026-01-22

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BGR BLACKROCK ENERGY & RES TR5.8K shares0.00%2025-12-312026-01-22

FNV FRANCO NEV CORP376 shares0.00%2025-12-312026-01-22

WRB BERKLEY W R CORP1.1K shares0.00%2025-12-312026-01-22

MO ALTRIA GROUP INC1.3K shares0.00%2025-12-312026-01-22

PCG PG&E CORP4.8K shares0.00%2025-12-312026-01-22

UAL UNITED AIRLS HLDGS INC685 shares12.30%2025-12-312026-01-22

AES AES CORP5.3K shares0.00%2025-12-312026-01-22

VGT VANGUARD WORLD FD100 shares0.00%2025-12-312026-01-22

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IFF INTERNATIONAL FLAVORS&FRAGRA1.1K shares0.00%2025-12-312026-01-22

AMP AMERIPRISE FINL INC148 shares0.00%2025-12-312026-01-22

OTIS OTIS WORLDWIDE CORP822 shares0.00%2025-12-312026-01-22

IGPT INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2025-12-312026-01-22

ROBO EXCHANGE TRADED CONCEPTS TRU1.0K shares0.00%2025-12-312026-01-22

TR TOOTSIE ROLL INDS INC1.9K shares0.00%2025-12-312026-01-22

QCOM QUALCOMM INC408 shares0.00%2025-12-312026-01-22

PSTG PURE STORAGE INC1.0K shares0.00%2025-12-312026-01-22

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VGK VANGUARD INTL EQUITY INDEX F800 shares0.00%2025-12-312026-01-22

CINF CINCINNATI FINL CORP400 shares0.00%2025-12-312026-01-22

MSTR STRATEGY INC427 shares0.00%2025-12-312026-01-22

PSX PHILLIPS 66500 shares0.00%2025-12-312026-01-22

GIS GENERAL MLS INC1.4K shares0.00%2025-12-312026-01-22

VOT VANGUARD INDEX FDS230 shares-27.22%2025-12-312026-01-22

IWC ISHARES TR406 shares0.00%2025-12-312026-01-22

PFEB INNOVATOR ETFS TRUST1.5K shares-58.05%2025-12-312026-01-22

Sponsored

SCHD SCHWAB STRATEGIC TR2.3K shares-10.54%2025-12-312026-01-22

ZBH ZIMMER BIOMET HOLDINGS INC678 shares0.00%2025-12-312026-01-22

DFUV DIMENSIONAL ETF TRUST1.3K shares0.00%2025-12-312026-01-22

NRG NRG ENERGY INC373 shares0.00%2025-12-312026-01-22

WSM WILLIAMS SONOMA INC330 shares-45.00%2025-12-312026-01-22

TSEM TOWER SEMICONDUCTOR LTD500 shares0.00%2025-12-312026-01-22

AME AMETEK INC285 shares0.00%2025-12-312026-01-22

EEM ISHARES TR1.1K shares0.00%2025-12-312026-01-22

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FI FISERV INC844 shares0.00%2025-12-312026-01-22

BEP BROOKFIELD RENEWABLE PARTNER2.1K shares0.00%2025-12-312026-01-22

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VPL VANGUARD INTL EQUITY INDEX F600 shares0.00%2025-12-312026-01-22

DES WISDOMTREE TR1.6K shares0.00%2025-12-312026-01-22

SBAC SBA COMMUNICATIONS CORP NEW270 shares58.82%2025-12-312026-01-22

QNITY ELECTRONICS INC QNITY ELECTRONICS INC613 sharesnew addition2025-12-312026-01-22

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NEM NEWMONT CORP496 shares0.00%2025-12-312026-01-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.2K shares-7.54%2025-12-312026-01-22

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XT ISHARES TR700 sharesnew addition2025-12-312026-01-22

PLD PROLOGIS INC.379 shares-10.82%2025-12-312026-01-22

INTC INTEL CORP1.3K shares-2.98%2025-12-312026-01-22

MAS MASCO CORP746 shares-25.10%2025-12-312026-01-22

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AEP AMERICAN ELEC PWR CO INC410 shares0.00%2025-12-312026-01-22

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ORLY OREILLY AUTOMOTIVE INC458 shares1.78%2025-12-312026-01-22

LUV SOUTHWEST AIRLS CO1.0K shares33333.33%2025-12-312026-01-22

Sponsored

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AMD ADVANCED MICRO DEVICES INC173 shares-8.95%2025-12-312026-01-22

HII HUNTINGTON INGALLS INDS INC108 shares0.00%2025-12-312026-01-22

PAA PLAINS ALL AMERN PIPELINE L2.0K shares0.00%2025-12-312026-01-22

PPL PPL CORP1.0K shares0.00%2025-12-312026-01-22

UPS UNITED PARCEL SERVICE INC355 shares0.00%2025-12-312026-01-22

Sponsored

FDVV FIDELITY COVINGTON TRUST600 shares0.00%2025-12-312026-01-22

CCL CARNIVAL CORP1.1K shares0.00%2025-12-312026-01-22

AOR ISHARES TR514 shares0.00%2025-12-312026-01-22

IJS ISHARES TR293 shares0.00%2025-12-312026-01-22

AMWD AMERICAN WOODMARK CORPORATIO600 shares0.00%2025-12-312026-01-22

VNQ VANGUARD INDEX FDS356 shares46.50%2025-12-312026-01-22

EBAY EBAY INC.358 shares0.00%2025-12-312026-01-22

THE CIGNA GROUP THE CIGNA GROUP111 shares0.00%2025-12-312026-01-22

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ET ENERGY TRANSFER L P1.8K shares0.00%2025-12-312026-01-22

XLRE SELECT SECTOR SPDR TR735 shares0.00%2025-12-312026-01-22

MTB M & T BK CORP147 shares0.00%2025-12-312026-01-22

EFAX SPDR INDEX SHS FDS586 shares0.00%2025-12-312026-01-22

PNC PNC FINL SVCS GROUP INC138 shares0.00%2025-12-312026-01-22

ZFEB INNOVATOR ETFS TRUST1.1K shares0.00%2025-12-312026-01-22

PJUL INNOVATOR ETFS TRUST615 shares0.00%2025-12-312026-01-22

EFG ISHARES TR245 shares87.02%2025-12-312026-01-22

Sponsored

PPG PPG INDS INC260 shares0.00%2025-12-312026-01-22

OEF ISHARES TR77 shares0.00%2025-12-312026-01-22

EEMV ISHARES INC411 shares1.23%2025-12-312026-01-22

CQP CHENIERE ENERGY PARTNERS LP485 shares0.00%2025-12-312026-01-22

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WELL WELLTOWER INC137 shares30.48%2025-12-312026-01-22

RAL RALLIANT CORP493 shares-25.08%2025-12-312026-01-22

Sponsored

XLK SELECT SECTOR SPDR TR174 shares74.00%2025-12-312026-01-22

ZOCT INNOVATOR ETFS TRUST900 shares0.00%2025-12-312026-01-22

HWM HOWMET AEROSPACE INC117 shares-62.74%2025-12-312026-01-22

CRWD CROWDSTRIKE HLDGS INC51 shares-82.94%2025-12-312026-01-22

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YUMC YUM CHINA HLDGS INC480 shares-45.45%2025-12-312026-01-22

EA ELECTRONIC ARTS INC110 shares0.00%2025-12-312026-01-22

Sponsored

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VSS VANGUARD INTL EQUITY INDEX F150 shares0.00%2025-12-312026-01-22

IYH ISHARES TR330 shares0.00%2025-12-312026-01-22

EQT CORP EQT CORP400 shares0.00%2025-12-312026-01-22

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Sponsored

CHD CHURCH & DWIGHT CO INC227 shares0.00%2025-12-312026-01-22

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GENC GENCOR INDS INC1.4K shares0.00%2025-12-312026-01-22

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Sponsored

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VRTX VERTEX PHARMACEUTICALS INC36 shares-61.29%2025-12-312026-01-22

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SPGP INVESCO EXCHANGE TRADED FD T140 shares0.00%2025-12-312026-01-22

KYN KAYNE ANDERSON ENERGY INFRST1.3K shares0.00%2025-12-312026-01-22

Sponsored

EMC GLOBAL X FDS491 shares-31.52%2025-12-312026-01-22

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SO SOUTHERN CO170 shares-50.00%2025-12-312026-01-22

SOXQ INVESCO EXCH TRADED FD TR II265 shares0.00%2025-12-312026-01-22

SPEM SPDR INDEX SHS FDS310 shares-30.80%2025-12-312026-01-22

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BN BROOKFIELD CORP312 sharesnew addition2025-12-312026-01-22

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Sponsored

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Sponsored

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NVO NOVO-NORDISK A S250 shares0.00%2025-12-312026-01-22

NYT NEW YORK TIMES CO180 shares0.00%2025-12-312026-01-22

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PKB INVESCO EXCHANGE TRADED FD T125 shares0.00%2025-12-312026-01-22

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN500 shares0.00%2025-12-312026-01-22

SNOW SNOWFLAKE INC52 shares-27.78%2025-12-312026-01-22

Sponsored

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GBTC GRAYSCALE BITCOIN TRUST ETF166 shares-27.83%2025-12-312026-01-22

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XLV SELECT SECTOR SPDR TR73 shares-9.88%2025-12-312026-01-22

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PPA INVESCO EXCHANGE TRADED FD T71 shares0.00%2025-12-312026-01-22

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Sponsored

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC45 shares-55.00%2025-12-312026-01-22

DFAT DIMENSIONAL ETF TRUST170 shares0.00%2025-12-312026-01-22

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CTSH COGNIZANT TECHNOLOGY SOLUTIO120 shares0.00%2025-12-312026-01-22

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Sponsored

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ARTY ISHARES TR200 shares0.00%2025-12-312026-01-22

AEGON LTD AEGON LTD1.2K shares0.00%2025-12-312026-01-22

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Sponsored

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ULTA ULTA BEAUTY INC14 sharesnew addition2025-12-312026-01-22

IBB ISHARES TR50 shares0.00%2025-12-312026-01-22

RDVY FIRST TR EXCHANGE TRADED FD121 sharesnew addition2025-12-312026-01-22

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GM GENERAL MTRS CO100 shares-87.73%2025-12-312026-01-22

Sponsored

VV VANGUARD INDEX FDS25 sharesnew addition2025-12-312026-01-22

VODAFONE GROUP PLC NEW VODAFONE GROUP PLC NEW589 shares0.00%2025-12-312026-01-22

VST VISTRA CORP48 sharesnew addition2025-12-312026-01-22

NXPI NXP SEMICONDUCTORS N V34 shares0.00%2025-12-312026-01-22

MOS MOSAIC CO NEW305 shares0.00%2025-12-312026-01-22

SHEL SHELL PLC100 shares0.00%2025-12-312026-01-22

MGC VANGUARD WORLD FD28 sharesnew addition2025-12-312026-01-22

TEVA TEVA PHARMACEUTICAL INDS LTD216 shares0.00%2025-12-312026-01-22

Sponsored

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KR KROGER CO100 sharesnew addition2025-12-312026-01-22

IGM ISHARES TR45 sharesnew addition2025-12-312026-01-22

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RCL ROYAL CARIBBEAN GROUP20 shares0.00%2025-12-312026-01-22

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GHC GRAHAM HLDGS CO5 shares0.00%2025-12-312026-01-22

Sponsored

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VAC MARRIOTT VACATIONS WORLDWIDE90 shares0.00%2025-12-312026-01-22

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GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET134 shares0.00%2025-12-312026-01-22

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Sponsored

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SHLD GLOBAL X FDS71 sharesnew addition2025-12-312026-01-22

BAX BAXTER INTL INC240 shares0.00%2025-12-312026-01-22

EUAD SPINNAKER ETF SERIES107 sharesnew addition2025-12-312026-01-22

IWB ISHARES TR12 sharesnew addition2025-12-312026-01-22

ASML ASML HOLDING N V4 shares0.00%2025-12-312026-01-22

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Sponsored

WAB WABTEC17 shares0.00%2025-12-312026-01-22

ELME ELME COMMUNITIES200 shares0.00%2025-12-312026-01-22

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URA GLOBAL X FDS70 sharesnew addition2025-12-312026-01-22

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