The Analysis of EverSource Wealth Advisors, LLC's Holdings

Currently, EverSource Wealth Advisors, LLC holds 4266 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in BIL (+194.5K shares, valued at $17.8M), VBIL (+220.5K shares, valued at $16.6M), PRXG (+312.6K shares, valued at $11.4M); decreased their positions in SOVF (-287.7K shares, valued at $8.4M), VIGI (-76.5K shares, valued at $7.0M), PLTR (-32.6K shares, valued at $5.8M); initiated new positions in TCHP (+48.6K shares, valued at $2.4M), N/A (+21.1K shares, valued at $2.0M), FEMR (+51.7K shares, valued at $1.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD GROWTH ETF192.8K shares7.28%2025-12-312026-02-06

VTV VANGUARD VALUE ETF351.1K shares6.66%2025-12-312026-02-06

VEA VANGUARD FTSE DEVELOPED MARKETS ETF1.0M shares-2.11%2025-12-312026-02-06

iShares Gold Trust ETF iShares Gold Trust ETF724.0K shares-0.73%2025-12-312026-02-06

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF557.7K shares53.55%2025-12-312026-02-06

AAPL APPLE INC COM183.0K shares0.78%2025-12-312026-02-06

PRXG PRAXIS IMPACT LARGE CAP GROWTH ETF1.3M shares30.21%2025-12-312026-02-06

NVDA NVIDIA CORPORATION COM240.3K shares1.23%2025-12-312026-02-06

Sponsored

PRXV PRAXIS IMPACT LARGE CAP VALUE ETF1.4M shares11.30%2025-12-312026-02-06

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM268.0K shares33.50%2025-12-312026-02-06

TSLA TESLA INC COM81.1K shares4.65%2025-12-312026-02-06

MSFT MICROSOFT CORP COM69.2K shares3.81%2025-12-312026-02-06

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A106.6K shares2.52%2025-12-312026-02-06

FBTC FIDELITY WISE ORIGIN BITCOIN FUND429.5K shares8.58%2025-12-312026-02-06

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF427.7K shares106.38%2025-12-312026-02-06

BROADCOM INC COM BROADCOM INC COM93.1K shares-0.13%2025-12-312026-02-06

Sponsored

VTI VANGUARD TOTAL STOCK MARKET ETF95.8K shares1.03%2025-12-312026-02-06

AMZN AMAZON COM INC COM138.5K shares16.03%2025-12-312026-02-06

COWZ PACER US CASH COWS 100 ETF497.1K shares1.59%2025-12-312026-02-06

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF47.5K shares-1.78%2025-12-312026-02-06

VIG VANGUARD DIVIDEND APPRECIATION ETF125.3K shares5.63%2025-12-312026-02-06

BSV VANGUARD SHORT-TERM BOND ETF347.3K shares-2.13%2025-12-312026-02-06

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF690.3K shares-5.91%2025-12-312026-02-06

PLTR PALANTIR TECHNOLOGIES INC CL A134.8K shares-19.49%2025-12-312026-02-06

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF424.5K shares0.04%2025-12-312026-02-06

IVV ISHARES CORE S&P 500 ETF31.9K shares-2.77%2025-12-312026-02-06

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF238.8K shares1.66%2025-12-312026-02-06

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF392.4K shares4.32%2025-12-312026-02-06

DGRO ISHARES CORE DIVIDEND GROWTH ETF272.6K shares7.21%2025-12-312026-02-06

CGUS CAPITAL GROUP CORE EQUITY ETF465.4K shares8.14%2025-12-312026-02-06

SPY STATE STR SPDR S&P 500 ETF TR TR UNIT27.1K shares32.29%2025-12-312026-02-06

RWL INVESCO S&P 500 REVENUE ETF156.0K shares0.48%2025-12-312026-02-06

Sponsored

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I26.9K shares5.01%2025-12-312026-02-06

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF478.6K shares9.92%2025-12-312026-02-06

CRH PLC ORD CRH PLC ORD129.1K shares1.27%2025-12-312026-02-06

ASML ASML HLDG NV N Y REGISTRY SHS15.0K shares-6.65%2025-12-312026-02-06

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF541.6K shares5.93%2025-12-312026-02-06

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C50.7K shares1.95%2025-12-312026-02-06

META META PLATFORMS INC CL A23.6K shares9.42%2025-12-312026-02-06

PGR PROGRESSIVE CORP COM67.8K shares-0.39%2025-12-312026-02-06

Sponsored

AVDE AVANTIS INTERNATIONAL EQUITY ETF186.1K shares19.63%2025-12-312026-02-06

VB VANGUARD SMALL-CAP ETF57.6K shares1.45%2025-12-312026-02-06

PAAA PGIM AAA CLO ETF289.8K shares0.12%2025-12-312026-02-06

EFA ISHARES MSCI EAFE ETF153.4K shares1.80%2025-12-312026-02-06

AMAT APPLIED MATLS INC COM57.2K shares4.43%2025-12-312026-02-06

BSVO EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF622.8K shares0.93%2025-12-312026-02-06

CGCP CAPITAL GROUP CORE PLUS INCOME ETF621.8K shares39.96%2025-12-312026-02-06

VSLU APPLIED FINANCE VALUATION LARGE CAP ETF316.2K shares23.24%2025-12-312026-02-06

Sponsored

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF228.1K shares11.15%2025-12-312026-02-06

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF127.1K shares10.62%2025-12-312026-02-06

CGGR CAPITAL GROUP GROWTH ETF299.8K shares10.23%2025-12-312026-02-06

SOVF Sovereigns Capital Flourish Fund455.2K shares-38.73%2025-12-312026-02-06

KKR & CO INC COM KKR & CO INC COM103.2K shares1.88%2025-12-312026-02-06

DCOR DIMENSIONAL US CORE EQUITY 1 ETF168.4K shares5.08%2025-12-312026-02-06

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW23.3K shares-0.96%2025-12-312026-02-06

JPM JPMORGAN CHASE & CO COM35.6K shares4.14%2025-12-312026-02-06

Sponsored

MBB ISHARES MBS ETF112.9K shares2.33%2025-12-312026-02-06

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF269.7K shares11.65%2025-12-312026-02-06

FANG DIAMONDBACK ENERGY INC COM68.0K shares11.47%2025-12-312026-02-06

WMT WALMART INC COM90.9K shares9.27%2025-12-312026-02-06

RAA SMI 3FOURTEEN REAL ASSET ALLOCATION ETF363.9K shares7.69%2025-12-312026-02-06

HOOD ROBINHOOD MKTS INC COM CL A88.3K shares-2.58%2025-12-312026-02-06

HD HOME DEPOT INC COM28.7K shares11.73%2025-12-312026-02-06

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF228.3K shares0.43%2025-12-312026-02-06

Sponsored

AZO AUTOZONE INC COM2.8K shares-3.36%2025-12-312026-02-06

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF200.1K shares1.79%2025-12-312026-02-06

BIV VANGUARD INTERMEDIATE-TERM BOND ETF118.4K shares2.36%2025-12-312026-02-06

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND343.8K shares-0.07%2025-12-312026-02-06

VGSH VANGUARD SHORT-TERM TREASURY ETF154.2K shares18.25%2025-12-312026-02-06

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF157.4K shares2.16%2025-12-312026-02-06

BND VANGUARD TOTAL BOND MARKET ETF117.1K shares9.25%2025-12-312026-02-06

BLACKSTONE INC COM BLACKSTONE INC COM56.0K shares2.27%2025-12-312026-02-06

Sponsored

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF180.4K shares5.67%2025-12-312026-02-06

DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF173.0K shares-11.02%2025-12-312026-02-06

BLV VANGUARD LONG-TERM BOND ETF117.9K shares3.94%2025-12-312026-02-06

MSTR STRATEGY INC CL A NEW52.6K shares48.87%2025-12-312026-02-06

PFN PIMCO INCOME STRATEGY FD II COM1.1M shares0.62%2025-12-312026-02-06

LLY ELI LILLY & CO COM7.1K shares11.46%2025-12-312026-02-06

FENI FIDELITY ENHANCED INTERNATIONAL ETF208.7K shares11079.43%2025-12-312026-02-06

CRWD CROWDSTRIKE HLDGS INC CL A16.3K shares-0.94%2025-12-312026-02-06

Sponsored

RB GLOBAL INC COM RB GLOBAL INC COM67.7K shares0.32%2025-12-312026-02-06

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF47.9K shares0.40%2025-12-312026-02-06

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF89.4K shares-1.31%2025-12-312026-02-06

VT VANGUARD TOTAL WORLD STOCK ETF45.8K shares4.92%2025-12-312026-02-06

AMGN AMGEN INC COM19.6K shares2.21%2025-12-312026-02-06

DHI D R HORTON INC COM44.3K shares1.84%2025-12-312026-02-06

V VISA INC COM CL A17.7K shares-1.51%2025-12-312026-02-06

CVX CHEVRON CORPORATION COM39.5K shares3.40%2025-12-312026-02-06

Sponsored

PSH PGIM SHORT DURATION HIGH YIELD ETF119.4K shares2.34%2025-12-312026-02-06

WWJD INSPIRE INTERNATIONAL ETF164.2K shares6.51%2025-12-312026-02-06

XOM EXXON MOBIL CORP COM49.5K shares27.93%2025-12-312026-02-06

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF118.0K shares-1.48%2025-12-312026-02-06

NFLX NETFLIX INC. COM62.0K shares905.45%2025-12-312026-02-06

KEX KIRBY CORP COM52.7K shares4.08%2025-12-312026-02-06

CIEN CIENA CORP COM NEW24.1K shares-6.36%2025-12-312026-02-06

RWK INVESCO S&P MIDCAP 400 REVENUE ETF44.4K shares-1.12%2025-12-312026-02-06

Sponsored

FLOT ISHARES FLOATING RATE BOND ETF109.7K shares2.64%2025-12-312026-02-06

DFCF DIMENSIONAL CORE FIXED INCOME ETF127.8K shares-10.73%2025-12-312026-02-06

VTEB VANGUARD TAX-EXEMPT BOND ETF101.7K shares11.65%2025-12-312026-02-06

VIGI Vanguard International Dividend Appreciation ETF54.5K shares-58.39%2025-12-312026-02-06

IEFA ISHARES CORE MSCI EAFE ETF55.7K shares16.66%2025-12-312026-02-06

HQY HEALTHEQUITY INC COM54.3K shares10.31%2025-12-312026-02-06

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF187.0K shares-8.65%2025-12-312026-02-06

PANW PALO ALTO NETWORKS INC COM26.4K shares4.39%2025-12-312026-02-06

Sponsored

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF51.4K shares-0.01%2025-12-312026-02-06

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF148.1K shares4.28%2025-12-312026-02-06

CGDV CAPITAL GROUP DIVIDEND VALUE ETF109.6K shares8.81%2025-12-312026-02-06

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF66.2K shares470.77%2025-12-312026-02-06

MGK VANGUARD MEGA CAP GROWTH ETF10.9K shares-15.43%2025-12-312026-02-06

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF135.5K shares-0.50%2025-12-312026-02-06

MGV VANGUARD MEGA CAP VALUE ETF31.4K shares-14.45%2025-12-312026-02-06

GS GOLDMAN SACHS GROUP INC COM4.9K shares0.63%2025-12-312026-02-06

Sponsored

VOE VANGUARD MID-CAP VALUE ETF23.4K shares-7.34%2025-12-312026-02-06

SLV iShares Silver Trust ETF63.7K shares88.27%2025-12-312026-02-06

COST COSTCO WHOLESALE CORPORATION COM4.7K shares-11.05%2025-12-312026-02-06

GLD SPDR Gold Shares ETF10.2K shares3.11%2025-12-312026-02-06

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF53.4K shares-3.70%2025-12-312026-02-06

BIBL INSPIRE 100 ETF87.6K shares1.02%2025-12-312026-02-06

IWB ISHARES RUSSELL 1000 ETF10.5K shares-34.96%2025-12-312026-02-06

VFLO VICTORYSHARES FREE CASH FLOW ETF97.8K shares-0.61%2025-12-312026-02-06

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL CL A5 shares0.00%2025-12-312026-02-06

DE DEERE & CO COM8.1K shares-3.45%2025-12-312026-02-06

DFAS DIMENSIONAL U.S. SMALL CAP ETF53.8K shares-4.12%2025-12-312026-02-06

CALF PACER US SMALL CAP CASH COWS ETF82.3K shares-5.56%2025-12-312026-02-06

EFV ISHARES MSCI EAFE VALUE ETF50.1K shares-6.79%2025-12-312026-02-06

MA MASTERCARD INCORPORATED CL A6.3K shares-3.85%2025-12-312026-02-06

SCHD SCHWAB US DIVIDEND EQUITY ETF129.9K shares-17.12%2025-12-312026-02-06

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS11.6K shares2.39%2025-12-312026-02-06

Sponsored

GDX VANECK GOLD MINERS ETF41.1K shares16.17%2025-12-312026-02-06

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF24.4K shares113.55%2025-12-312026-02-06

XBI STATE STREET SPDR S&P BIOTECH ETF28.7K shares478533.33%2025-12-312026-02-06

TPSC TIMOTHY PLAN US SMALL CAP CORE ETF83.3K shares6.44%2025-12-312026-02-06

VBR VANGUARD SMALL CAP VALUE ETF16.3K shares5.78%2025-12-312026-02-06

DFSV DIMENSIONAL US SMALL CAP VALUE ETF104.1K shares1711.96%2025-12-312026-02-06

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF56.8K shares-17.41%2025-12-312026-02-06

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF74.8K shares-23.83%2025-12-312026-02-06

Sponsored

DELL DELL TECHNOLOGIES INC CL C26.2K shares726.99%2025-12-312026-02-06

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF79.1K shares303.95%2025-12-312026-02-06

IJH ISHARES CORE S&P MID-CAP ETF49.5K shares2.88%2025-12-312026-02-06

AVEM AVANTIS EMERGING MARKETS EQUITY ETF41.9K shares306.05%2025-12-312026-02-06

AMH AMERICAN HOMES 4 RENT CL A100.5K shares-36.52%2025-12-312026-02-06

IVW ISHARES S&P 500 GROWTH ETF26.0K shares-8.23%2025-12-312026-02-06

ORCL ORACLE CORP COM16.5K shares5.95%2025-12-312026-02-06

TPL TEXAS PACIFIC LAND CORPORATION COM11.2K shares11404.12%2025-12-312026-02-06

Sponsored

SNOW SNOWFLAKE INC COM SHS14.3K shares27.11%2025-12-312026-02-06

DFGX DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF59.4K shares14.01%2025-12-312026-02-06

JNJ JOHNSON & JOHNSON COM15.1K shares-0.15%2025-12-312026-02-06

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF88.3K shares25.28%2025-12-312026-02-06

IBIT ISHARES BITCOIN TRUST ETF62.5K shares19.25%2025-12-312026-02-06

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF45.7K shares-0.02%2025-12-312026-02-06

SGI SOMNIGROUP INTERNATIONAL INC COM34.3K shares-0.66%2025-12-312026-02-06

CRSP CRISPR THERAPEUTICS AG NAMEN AKT57.5K shares-41.02%2025-12-312026-02-06

Sponsored

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF89.5K shares12.54%2025-12-312026-02-06

GE AEROSPACE COM NEW GE AEROSPACE COM NEW9.4K shares6.24%2025-12-312026-02-06

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER121.6K shares59.87%2025-12-312026-02-06

TBG TBG DIVIDEND FOCUS ETF84.8K shares31.46%2025-12-312026-02-06

SO SOUTHERN CO COM32.4K shares-6.96%2025-12-312026-02-06

MAS MASCO CORP COM44.2K shares-5.77%2025-12-312026-02-06

MU MICRON TECHNOLOGY INC COM9.6K shares11.55%2025-12-312026-02-06

ABBV ABBVIE INC COM12.0K shares12.91%2025-12-312026-02-06

Sponsored

TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF60.0K shares-18.03%2025-12-312026-02-06

MS MORGAN STANLEY COM NEW14.8K shares-1.08%2025-12-312026-02-06

CAT CATERPILLAR INC COM4.5K shares32.05%2025-12-312026-02-06

WFC WELLS FARGO & CO COM26.8K shares18.60%2025-12-312026-02-06

MERCK & CO INC COM MERCK & CO INC COM23.2K shares10.92%2025-12-312026-02-06

CRM SALESFORCE INC COM9.2K shares-2.07%2025-12-312026-02-06

IWR ISHARES RUSSELL MIDCAP ETF25.3K shares26.49%2025-12-312026-02-06

TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF48.6K sharesnew addition2025-12-312026-02-06

Sponsored

RTX RTX CORPORATION COM13.1K shares0.54%2025-12-312026-02-06

BAC BANK AMERICA CORP COM43.5K shares3.21%2025-12-312026-02-06

AMD ADVANCED MICRO DEVICES INC COM11.0K shares10.56%2025-12-312026-02-06

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF45.2K shares3.31%2025-12-312026-02-06

CLH CLEAN HARBORS INC COM9.9K shares-3.32%2025-12-312026-02-06

CB CHUBB LIMITED COM7.3K shares31.19%2025-12-312026-02-06

IWF ISHARES RUSSELL 1000 GROWTH ETF4.8K shares36.00%2025-12-312026-02-06

KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A42.4K shares-2.96%2025-12-312026-02-06

Sponsored

AXP AMERICAN EXPRESS CO COM5.9K shares25.88%2025-12-312026-02-06

ARKB ARK 21SHARES BITCOIN ETF75.2K shares82.33%2025-12-312026-02-06

CSCO CISCO SYS INC COM28.3K shares0.96%2025-12-312026-02-06

VOOG VANGUARD S&P 500 GROWTH ETF4.9K shares27.18%2025-12-312026-02-06

QUAL ISHARES MSCI USA QUALITY FACTOR ETF10.9K shares-16.88%2025-12-312026-02-06

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF73.3K shares-8.76%2025-12-312026-02-06

CEG CONSTELLATION ENERGY CORP COM6.1K shares7.35%2025-12-312026-02-06

TPIF TIMOTHY PLAN INTERNATIONAL ETF61.5K shares25.10%2025-12-312026-02-06

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF10.1K shares53.36%2025-12-312026-02-06

DGCB DIMENSIONAL GLOBAL CREDIT ETF38.9K shares-0.46%2025-12-312026-02-06

TJX TJX COS INC NEW COM13.7K shares32.56%2025-12-312026-02-06

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF28.5K shares2.19%2025-12-312026-02-06

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF10.8K shares28.76%2025-12-312026-02-06

GEV GE VERNOVA INC COM3.1K shares4.17%2025-12-312026-02-06

DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF63.9K shares-64.18%2025-12-312026-02-06

PINNACLE FINL PARTNERS INC COM PINNACLE FINL PARTNERS INC COM21.1K sharesnew addition2025-12-312026-02-06

Sponsored

NEAR ISHARES SHORT DURATION BOND ACTIVE ETF38.0K shares3.38%2025-12-312026-02-06

BUFR FT VEST LADDERED BUFFER ETF56.4K shares51.81%2025-12-312026-02-06

COP CONOCOPHILLIPS COM20.6K shares-4.59%2025-12-312026-02-06

KLAC KLA CORP COM NEW1.6K shares14.10%2025-12-312026-02-06

CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF72.1K shares22.91%2025-12-312026-02-06

MCK MCKESSON CORP COM2.3K shares1.51%2025-12-312026-02-06

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR56.5K shares42.69%2025-12-312026-02-06

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF23.2K shares24.48%2025-12-312026-02-06

Sponsored

PEP PEPSICO INC COM12.8K shares15.78%2025-12-312026-02-06

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF56.1K shares-25.33%2025-12-312026-02-06

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF17.1K shares12.58%2025-12-312026-02-06

KO COCA COLA CO COM26.1K shares-0.02%2025-12-312026-02-06

LINDE PLC SHS LINDE PLC SHS4.3K shares-5.45%2025-12-312026-02-06

ABT ABBOTT LABS COM14.4K shares-5.11%2025-12-312026-02-06

UPRO PROSHARES ULTRAPRO S&P50015.6K shares-31.08%2025-12-312026-02-06

UNH UNITEDHEALTH GROUP INC COM5.4K shares-15.55%2025-12-312026-02-06

Sponsored

JBL JABIL INC COM7.8K shares1.66%2025-12-312026-02-06

SCHX SCHWAB U.S. LARGE-CAP ETF66.1K shares-11.22%2025-12-312026-02-06

LKQ LKQ CORP COM58.8K shares-19.35%2025-12-312026-02-06

FHN FIRST HORIZON CORPORATION COM74.3K shares796.45%2025-12-312026-02-06

QCOM QUALCOMM INC COM10.3K shares19.32%2025-12-312026-02-06

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF17.7K shares0.00%2025-12-312026-02-06

XLF Financial Select Sector SPDR ETF31.9K shares-0.46%2025-12-312026-02-06

PTL INSPIRE 500 ETF7.0K shares2404.27%2025-12-312026-02-06

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COF CAPITAL ONE FINL CORP COM7.2K shares15.90%2025-12-312026-02-06

TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF45.0K shares-12.06%2025-12-312026-02-06

MICROSECTORS GOLD MINERS 3X LEVERAGED ETN MICROSECTORS GOLD MINERS 3X LEVERAGED ETN7.1K shares75.10%2025-12-312026-02-06

BC BRUNSWICK CORP COM23.1K shares-9.01%2025-12-312026-02-06

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF39.5K shares-1.64%2025-12-312026-02-06

FEMR FIDELITY ENHANCED EMERGING MARKETS ETF51.7K sharesnew addition2025-12-312026-02-06

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS12.7K shares19.20%2025-12-312026-02-06

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF48.0K shares1.92%2025-12-312026-02-06

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SCHW SCHWAB CHARLES CORP COM16.5K shares-2.28%2025-12-312026-02-06

SYFI AB SHORT DURATION HIGH YIELD ETF45.9K shares2.08%2025-12-312026-02-06

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF16.4K shares20.84%2025-12-312026-02-06

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF26.9K shares-11.30%2025-12-312026-02-06

NOW SERVICENOW INC COM10.6K shares611.06%2025-12-312026-02-06

INTC INTEL CORP COM44.0K shares-0.15%2025-12-312026-02-06

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF42.7K shares5.39%2025-12-312026-02-06

VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF15.7K shares20.66%2025-12-312026-02-06

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LMT LOCKHEED MARTIN CORP COM3.3K shares43.55%2025-12-312026-02-06

NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF69.3K shares22.76%2025-12-312026-02-06

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF38.5K shares80.19%2025-12-312026-02-06

IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF41.2K shares-24.93%2025-12-312026-02-06

BMY BRISTOL-MYERS SQUIBB CO COM28.9K shares218.40%2025-12-312026-02-06

SPXL DIREXION DAILY S&P 500 BULL 3X SHARES7.0K shares131.76%2025-12-312026-02-06

OEF ISHARES S&P 100 ETF4.5K shares-1.02%2025-12-312026-02-06

UPS UNITED PARCEL SVCS INC CL B15.5K shares32.25%2025-12-312026-02-06

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PNC PNC FINL SVCS GROUP INC COM7.3K shares6.17%2025-12-312026-02-06

ADBE ADOBE INC COM4.4K shares7.69%2025-12-312026-02-06

CITIGROUP INC COM NEW CITIGROUP INC COM NEW13.1K shares6.90%2025-12-312026-02-06

SDY STATE STREET SPDR S&P DIVIDEND ETF11.0K shares-4.93%2025-12-312026-02-06

PM PHILIP MORRIS INTL INC COM9.5K shares-3.35%2025-12-312026-02-06

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW8.8K shares-13.75%2025-12-312026-02-06

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM4.4K shares10.13%2025-12-312026-02-06

IBM INTERNATIONAL BUSINESS MACHS COM5.0K shares12.35%2025-12-312026-02-06

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PG PROCTER & GAMBLE CO COM10.4K shares-18.43%2025-12-312026-02-06

FDX FEDEX CORP COM5.2K shares21.83%2025-12-312026-02-06

MPC MARATHON PETE CORP COM9.1K shares8.60%2025-12-312026-02-06

VUSB VANGUARD ULTRA-SHORT BOND ETF29.5K shares54.43%2025-12-312026-02-06

CYBR CYBERARK SOFTWARE LTD SHS3.3K shares-32.18%2025-12-312026-02-06

BITX 2X BITCOIN STRATEGY ETF52.9K shares202.97%2025-12-312026-02-06

TLT ISHARES 20 YEAR TREASURY BOND ETF16.7K shares25.51%2025-12-312026-02-06

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF9.4K shares46.25%2025-12-312026-02-06

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CNC CENTENE CORP DEL COM35.2K shares133.72%2025-12-312026-02-06

IJR ISHARES CORE S&P SMALL CAP ETF12.0K shares2.80%2025-12-312026-02-06

UGL PROSHARES ULTRA GOLD26.0K shares13.11%2025-12-312026-02-06

APH AMPHENOL CORP CL A10.7K shares19.97%2025-12-312026-02-06

FIX COMFORT SYS USA INC COM1.5K shares35.44%2025-12-312026-02-06

GM GENERAL MTRS CO COM17.6K shares-2.15%2025-12-312026-02-06

SCHO SCHWAB SHORT-TERM US TREASURY ETF57.7K shares13.57%2025-12-312026-02-06

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF35.6K shares-23.29%2025-12-312026-02-06

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ARKK ARK INNOVATION ETF18.2K shares19.99%2025-12-312026-02-06

IVE ISHARES S&P 500 VALUE ETF6.6K shares1.39%2025-12-312026-02-06

MCD MCDONALDS CORP COM4.5K shares1.78%2025-12-312026-02-06

BKNG BOOKING HOLDINGS INC COM253 shares3.27%2025-12-312026-02-06

UNP UNION PAC CORP COM5.8K shares0.16%2025-12-312026-02-06

HAL HALLIBURTON CO COM47.2K shares-2.43%2025-12-312026-02-06

INCY INCYTE CORP COM13.3K shares5.06%2025-12-312026-02-06

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF15.6K shares14.28%2025-12-312026-02-06

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ESUM EVENTIDE US MARKET ETF48.3K shares0.13%2025-12-312026-02-06

ISMD INSPIRE SMALL/MID CAP ETF33.3K shares14.61%2025-12-312026-02-06

EXPE EXPEDIA GROUP INC COM NEW4.5K shares13.30%2025-12-312026-02-06

SCHA SCHWAB U.S. SMALL-CAP ETF45.0K shares-24.17%2025-12-312026-02-06

ORLY OREILLY AUTOMOTIVE INC COM14.0K shares26.85%2025-12-312026-02-06

CVS CVS HEALTH CORP COM16.0K shares-1.50%2025-12-312026-02-06

VLO VALERO ENERGY CORP COM7.8K shares-1.47%2025-12-312026-02-06

RSG REPUBLIC SVCS INC COM5.9K shares2.11%2025-12-312026-02-06

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SCHB SCHWAB U.S. BROAD MARKET ETF47.8K shares-6.06%2025-12-312026-02-06

ATLASSIAN CORPORATION CL A ATLASSIAN CORPORATION CL A7.7K shares252.87%2025-12-312026-02-06

FLEE FRANKLIN FTSE EUROPE ETF33.8K shares-32.40%2025-12-312026-02-06

SYM SYMBOTIC INC CLASS A COM20.8K shares-51.39%2025-12-312026-02-06

SCHP SCHWAB US TIPS ETF46.6K shares-6.58%2025-12-312026-02-06

NEM NEWMONT CORP COM12.3K shares18.89%2025-12-312026-02-06

WDC WESTERN DIGITAL CORP COM7.1K shares15.28%2025-12-312026-02-06

PCG PG&E CORP COM75.8K shares50.03%2025-12-312026-02-06

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PSX PHILLIPS 66 COM9.4K shares16.70%2025-12-312026-02-06

AVUV AVANTIS U.S. SMALL CAP VALUE ETF11.7K shares-43.62%2025-12-312026-02-06

ESGU ISHARES ESG AWARE MSCI USA ETF8.0K shares-0.52%2025-12-312026-02-06

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF25.5K shares-7.80%2025-12-312026-02-06

EIX EDISON INTL COM19.5K shares86.18%2025-12-312026-02-06

MMC MARSH & MCLENNAN COS INC COM6.3K shares4.05%2025-12-312026-02-06

XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND29.7K shares-3.30%2025-12-312026-02-06

WM WASTE MGMT INC DEL COM5.3K shares39.87%2025-12-312026-02-06

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CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN25.3K shares-16.91%2025-12-312026-02-06

VO VANGUARD MID-CAP ETF4.0K shares-8.68%2025-12-312026-02-06

OXY OCCIDENTAL PETE CORP COM28.0K shares-1.52%2025-12-312026-02-06

DHR DANAHER CORPORATION COM5.0K shares17.99%2025-12-312026-02-06

SCHF SCHWAB INTERNATIONAL EQUITY ETF47.6K shares-16.77%2025-12-312026-02-06

MEDP MEDPACE HLDGS INC COM2.0K shares30.99%2025-12-312026-02-06

ABNB AIRBNB INC COM CL A8.3K shares80.15%2025-12-312026-02-06

WELL WELLTOWER INC COM6.1K shares20.17%2025-12-312026-02-06

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VNLA JANUS HENDERSON SHORT DURATION INCOME ETF22.9K shares-21.69%2025-12-312026-02-06

XLE Energy Select Sector SPDR ETF25.1K shares87.19%2025-12-312026-02-06

VXF VANGUARD EXTENDED MARKET ETF5.4K shares-10.63%2025-12-312026-02-06

BA BOEING CO COM5.2K shares2.58%2025-12-312026-02-06

QQQM INVESCO NASDAQ 100 ETF4.4K shares121.88%2025-12-312026-02-06

BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR47.5K shares-2.38%2025-12-312026-02-06

BITU PROSHARES ULTRA BITCOIN ETF49.7K shares98.69%2025-12-312026-02-06

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF12.2K shares-3.06%2025-12-312026-02-06

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PKG PACKAGING CORP AMER COM5.3K shares0.72%2025-12-312026-02-06

TT TRANE TECHNOLOGIES PLC SHS2.8K shares-5.50%2025-12-312026-02-06

VZ VERIZON COMMUNICATIONS INC COM26.7K shares5.95%2025-12-312026-02-06

ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF26.2K shares-1.33%2025-12-312026-02-06

LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF14.5K shares2.81%2025-12-312026-02-06

ISRG INTUITIVE SURGICAL INC COM NEW1.9K shares23.77%2025-12-312026-02-06

ZM ZOOM COMMUNICATIONS INC CL A12.3K shares104.88%2025-12-312026-02-06

SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF45.3K shares4.03%2025-12-312026-02-06

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MDY SPDR S&P MIDCAP 400 ETF TRUST1.8K shares0.00%2025-12-312026-02-06

JBHT HUNT J B TRANS SVCS INC COM5.4K shares41.11%2025-12-312026-02-06

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW9.0K shares-6.09%2025-12-312026-02-06

REGN REGENERON PHARMACEUTICALS COM1.4K shares31.44%2025-12-312026-02-06

FLG-PU FLAGSTAR BANK NATIONAL ASSOCIA UNIT 05/07/5126.1K shares0.00%2025-12-312026-02-06

QFLR INNOVATOR NASDAQ-100 MANAGED FLOOR ETF30.3K sharesnew addition2025-12-312026-02-06

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF37.9K shares20.37%2025-12-312026-02-06

PH PARKER-HANNIFIN CORP COM1.2K shares3.69%2025-12-312026-02-06

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DGX QUEST DIAGNOSTICS INC COM6.0K shares-1.11%2025-12-312026-02-06

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A3.8K shares17.05%2025-12-312026-02-06

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF30.5K shares-5.64%2025-12-312026-02-06

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF39.1K shares0.51%2025-12-312026-02-06

WMB WILLIAMS COS INC COM17.0K shares-4.99%2025-12-312026-02-06

IWM ISHARES RUSSELL 2000 ETF4.2K shares-10.83%2025-12-312026-02-06

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF40.8K shares-4.46%2025-12-312026-02-06

GDXJ VANECK JUNIOR GOLD MINERS ETF9.0K shares-5.70%2025-12-312026-02-06

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NEE NEXTERA ENERGY INC COM12.6K shares26.99%2025-12-312026-02-06

TMO THERMO FISHER SCIENTIFIC INC COM1.7K shares-6.67%2025-12-312026-02-06

VOT VANGUARD MID-CAP GROWTH ETF3.6K shares-17.95%2025-12-312026-02-06

FCX FREEPORT-MCMORAN INC CL B19.7K shares5.91%2025-12-312026-02-06

SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF21.9K shares-1.57%2025-12-312026-02-06

DAL DELTA AIR LINES INC COM NEW14.3K shares11.07%2025-12-312026-02-06

EATON CORP PLC SHS EATON CORP PLC SHS3.1K shares-1.67%2025-12-312026-02-06

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF26.4K shares1.93%2025-12-312026-02-06

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SCHE SCHWAB EMERGING MARKETS EQUITY ETF29.8K shares-7.04%2025-12-312026-02-06

ELCV EVENTIDE HIGH DIVIDEND ETF36.5K shares1.34%2025-12-312026-02-06

NET CLOUDFLARE INC CL A COM4.9K shares-47.19%2025-12-312026-02-06

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF20.2K shares-4.00%2025-12-312026-02-06

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF16.0K shares6.75%2025-12-312026-02-06

RBLX ROBLOX CORP CL A11.8K shares10.88%2025-12-312026-02-06

CMI CUMMINS INC COM1.9K shares-1.32%2025-12-312026-02-06

INTU INTUIT COM1.4K shares-0.69%2025-12-312026-02-06

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MEDTRONIC PLC SHS MEDTRONIC PLC SHS9.8K shares0.63%2025-12-312026-02-06

RY ROYAL BK CDA COM5.5K shares13.25%2025-12-312026-02-06

BLACKROCK INC COM BLACKROCK INC COM863 shares12.81%2025-12-312026-02-06

FTI TECHNIPFMC PLC COM20.7K shares18.84%2025-12-312026-02-06

CMG CHIPOTLE MEXICAN GRILL INC COM24.9K shares109.16%2025-12-312026-02-06

STERIS PLC SHS USD STERIS PLC SHS USD3.6K shares21.82%2025-12-312026-02-06

AGQ PROSHARES ULTRA SILVER5.9K shares-37.40%2025-12-312026-02-06

SCHZ SCHWAB US AGGREGATE BOND ETF39.3K shares-17.85%2025-12-312026-02-06

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NOC NORTHROP GRUMMAN CORP COM1.6K shares-9.71%2025-12-312026-02-06

UBER UBER TECHNOLOGIES INC COM11.2K shares-2.67%2025-12-312026-02-06

NDAQ NASDAQ INC COM9.4K shares-0.28%2025-12-312026-02-06

DVN DEVON ENERGY CORP NEW COM24.9K shares-10.82%2025-12-312026-02-06

SHOP SHOPIFY INC CL A SUB VTG SHS5.6K shares23.59%2025-12-312026-02-06

AMP AMERIPRISE FINL INC COM1.8K shares36.13%2025-12-312026-02-06

CCL CARNIVAL CORP COMMON STOCK29.3K shares-14.15%2025-12-312026-02-06

AXON AXON ENTERPRISE INC COM1.6K shares245.18%2025-12-312026-02-06

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DIS DISNEY WALT CO COM7.9K shares3.60%2025-12-312026-02-06

ADI ANALOG DEVICES INC COM3.3K shares-3.18%2025-12-312026-02-06

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF9.9K shares1.24%2025-12-312026-02-06

XEL XCEL ENERGY INC COM11.9K shares4.35%2025-12-312026-02-06

IIIV I3 VERTICALS INC COM CL A34.5K shares102.21%2025-12-312026-02-06

SPOT SPOTIFY TECHNOLOGY S A SHS1.5K shares36.90%2025-12-312026-02-06

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF18.5K shares-31.04%2025-12-312026-02-06

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF16.4K shares-4.97%2025-12-312026-02-06

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TPR TAPESTRY INC COM6.8K shares2.76%2025-12-312026-02-06

BOIL PROSHARES ULTRA BLOOMBERG NATURAL GAS37.6K shares1432.15%2025-12-312026-02-06

LOW LOWES COS INC COM3.5K shares-9.48%2025-12-312026-02-06

DG DOLLAR GEN CORP NEW COM6.3K shares40.63%2025-12-312026-02-06

SCHH SCHWAB U.S. REIT ETF39.4K shares-4.70%2025-12-312026-02-06

ICE INTERCONTINENTAL EXCHANGE INC COM5.0K shares2.70%2025-12-312026-02-06

IQV IQVIA HLDGS INC COM3.6K shares18.35%2025-12-312026-02-06

ET ENERGY TRANSFER L P COM UT LTD PTN49.2K shares0.22%2025-12-312026-02-06

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VRT VERTIV HOLDINGS CO COM CL A5.0K shares12.87%2025-12-312026-02-06

SPGI S&P GLOBAL INC COM1.5K shares-18.50%2025-12-312026-02-06

ROP ROPER TECHNOLOGIES INC COM1.8K shares18.68%2025-12-312026-02-06

BDX BECTON DICKINSON & CO COM4.1K shares8.48%2025-12-312026-02-06

USB US BANCORP DEL COM NEW15.0K shares60.62%2025-12-312026-02-06

IEI ISHARES 3-7 YEAR TREASURY BOND ETF6.7K shares18.72%2025-12-312026-02-06

ILF ISHARES LATIN AMERICA 40 ETF26.0K shares345.42%2025-12-312026-02-06

T AT&T INC COM31.8K shares-12.76%2025-12-312026-02-06

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VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF5.5K shares-15.55%2025-12-312026-02-06

ILMN ILLUMINA INC COM6.0K shares40.07%2025-12-312026-02-06

PLD PROLOGIS INC. COM6.1K shares19.58%2025-12-312026-02-06

TFC TRUIST FINL CORP COM15.8K shares0.39%2025-12-312026-02-06

GLW CORNING INC COM8.9K shares-4.30%2025-12-312026-02-06

EOG EOG RES INC COM7.4K shares-12.51%2025-12-312026-02-06

VGLT VANGUARD LONG-TERM TREASURY ETF13.8K shares-10.17%2025-12-312026-02-06

HLT HILTON WORLDWIDE HLDGS INC COM2.7K shares-1.30%2025-12-312026-02-06

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BBY BEST BUY INC COM11.3K shares49.17%2025-12-312026-02-06

DSI ISHARES ESG MSCI KLD 400 ETF5.8K shares2.58%2025-12-312026-02-06

MMM 3M CO COM4.7K shares17.62%2025-12-312026-02-06

WCN WASTE CONNECTIONS INC COM4.2K shares73.21%2025-12-312026-02-06

SFBS SERVISFIRST BANCSHARES INC COM10.3K shares-67.78%2025-12-312026-02-06

HSBC HSBC HLDGS PLC SPON ADR NEW9.4K shares15.56%2025-12-312026-02-06

EME EMCOR GROUP INC COM1.2K shares13.62%2025-12-312026-02-06

BSX BOSTON SCIENTIFIC CORP COM7.7K shares-7.89%2025-12-312026-02-06

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ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD8.0K sharesnew addition2025-12-312026-02-06

SAP SAP SE SPON ADR3.0K shares20.94%2025-12-312026-02-06

TER TERADYNE INC COM3.8K shares22.79%2025-12-312026-02-06

GILD GILEAD SCIENCES INC COM5.9K shares23.86%2025-12-312026-02-06

JCI JOHNSON CTLS INTL PLC SHS6.1K shares-12.91%2025-12-312026-02-06

AJG GALLAGHER ARTHUR J & CO COM2.8K shares-19.48%2025-12-312026-02-06

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF12.7K shares3618.42%2025-12-312026-02-06

IYW ISHARES U.S. TECHNOLOGY ETF3.6K shares-0.50%2025-12-312026-02-06

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LVS LAS VEGAS SANDS CORP COM11.0K shares241.98%2025-12-312026-02-06

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF8.9K shares-8.31%2025-12-312026-02-06

ETR ENTERGY CORP NEW COM7.7K shares-0.17%2025-12-312026-02-06

VST VISTRA CORP COM4.4K shares-8.24%2025-12-312026-02-06

IBKR INTERACTIVE BROKERS GROUP INC COM CL A11.1K shares46.52%2025-12-312026-02-06

TRGP TARGA RES CORP COM3.9K shares19.28%2025-12-312026-02-06

NTRA NATERA INC COM3.1K shares47.87%2025-12-312026-02-06

ROL ROLLINS INC COM11.8K shares-4.01%2025-12-312026-02-06

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TM TOYOTA MOTOR CORP ADS3.3K shares9.40%2025-12-312026-02-06

ELV ELEVANCE HEALTH INC FORMERLY A COM2.0K shares-3.05%2025-12-312026-02-06

YEAR AB ULTRA SHORT INCOME ETF13.9K sharesnew addition2025-12-312026-02-06

EWP ISHARES MSCI SPAIN ETF13.0K shares-0.03%2025-12-312026-02-06

ADP AUTOMATIC DATA PROCESSING INC COM2.7K shares-7.08%2025-12-312026-02-06

AEP AMERICAN ELEC PWR CO INC COM6.0K shares0.30%2025-12-312026-02-06

RF REGIONS FINANCIAL CORP NEW COM25.5K shares-2.06%2025-12-312026-02-06

SYK STRYKER CORPORATION COM1.9K shares21.70%2025-12-312026-02-06

Sponsored

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND7.8K shares-0.77%2025-12-312026-02-06

AGG ISHARES CORE U.S. AGGREGATE BOND ETF6.8K shares132.47%2025-12-312026-02-06

ESTC ELASTIC N V ORD SHS9.0K shares180.04%2025-12-312026-02-06

MPWR MONOLITHIC PWR SYS INC COM749 shares38.19%2025-12-312026-02-06

AMT AMERICAN TOWER CORP COM3.9K shares119.51%2025-12-312026-02-06

IWS ISHARES RUSSELL MID-CAP VALUE ETF4.8K shares1.03%2025-12-312026-02-06

TSN TYSON FOODS INC CL A11.5K shares12.51%2025-12-312026-02-06

RCL ROYAL CARIBBEAN GROUP COM2.4K shares2.51%2025-12-312026-02-06

Sponsored

AVLV AVANTIS U.S. LARGE CAP VALUE ETF8.8K shares-55.86%2025-12-312026-02-06

SHW SHERWIN WILLIAMS CO COM2.1K shares-11.17%2025-12-312026-02-06

TXN TEXAS INSTRS INC COM3.8K shares-16.73%2025-12-312026-02-06

FBND FIDELITY TOTAL BOND ETF14.4K shares28.02%2025-12-312026-02-06

ENB ENBRIDGE INC COM13.8K shares4.25%2025-12-312026-02-06

MNST MONSTER BEVERAGE CORP NEW COM8.6K shares-1.34%2025-12-312026-02-06

SNDK SANDISK CORP COM2.8K shares4.05%2025-12-312026-02-06

KEYS KEYSIGHT TECHNOLOGIES INC COM3.2K shares2.60%2025-12-312026-02-06

Sponsored

BK BANK NEW YORK MELLON CORP COM5.7K shares15.31%2025-12-312026-02-06

FLJP FRANKLIN FTSE JAPAN ETF19.0K shares-19.70%2025-12-312026-02-06

GIS GENERAL MILLS INC COM14.0K shares42.11%2025-12-312026-02-06

UAL UNITED AIRLS HLDGS INC COM5.8K shares21.19%2025-12-312026-02-06

KDP KEURIG DR PEPPER INC COM23.2K shares132.53%2025-12-312026-02-06

HON HONEYWELL INTL INC COM3.3K shares3.23%2025-12-312026-02-06

TBIL US TREASURY 3 MONTH BILL ETF12.7K shares112.85%2025-12-312026-02-06

FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW2.8K shares-3.92%2025-12-312026-02-06

Sponsored

CBRE CBRE GROUP INC CL A3.9K shares-4.14%2025-12-312026-02-06

OAIM ONEASCENT INTERNATIONAL EQUITY ETF15.2K shares1326.67%2025-12-312026-02-06

CBSH COMMERCE BANCSHARES INC COM12.0K shares38.98%2025-12-312026-02-06

DFAW DIMENSIONAL WORLD EQUITY ETF8.5K shares4.02%2025-12-312026-02-06

UTHR UNITED THERAPEUTICS CORP DEL COM1.3K shares85.86%2025-12-312026-02-06

UBS UBS GROUP AG SHS13.5K shares12.65%2025-12-312026-02-06

ULTA ULTA BEAUTY INC COM1.0K shares-0.29%2025-12-312026-02-06

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF2.9K shares3.75%2025-12-312026-02-06

Sponsored

BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST12.4K shares0.00%2025-12-312026-02-06

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND13.5K shares4.95%2025-12-312026-02-06

NBIX NEUROCRINE BIOSCIENCES INC COM4.4K shares18.18%2025-12-312026-02-06

PYPL PAYPAL HLDGS INC COM10.6K shares56.00%2025-12-312026-02-06

EMR EMERSON ELEC CO COM4.6K shares10.16%2025-12-312026-02-06

MLI MUELLER INDS INC COM5.4K shares53.35%2025-12-312026-02-06

VGT VANGUARD INFORMATION TECHNOLOGY ETF816 shares-5.34%2025-12-312026-02-06

MDLZ MONDELEZ INTL INC CL A11.4K shares-11.55%2025-12-312026-02-06

Sponsored

NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS27.4K shares27.19%2025-12-312026-02-06

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS2.2K shares9.23%2025-12-312026-02-06

HAS HASBRO INC COM7.4K shares10.89%2025-12-312026-02-06

EVR EVERCORE PARTNERS INC CLASS A1.8K shares3.38%2025-12-312026-02-06

FTNT FORTINET INC COM7.6K shares156.86%2025-12-312026-02-06

MO ALTRIA GROUP INC COM10.4K shares-4.56%2025-12-312026-02-06

PNR PENTAIR PLC SHS5.8K shares-3.08%2025-12-312026-02-06

LYFT LYFT INC CL A COM30.9K shares9.97%2025-12-312026-02-06

Sponsored

MSI MOTOROLA SOLUTIONS INC COM NEW1.6K shares-9.53%2025-12-312026-02-06

SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR30.9K shares-3.80%2025-12-312026-02-06

SUSL ISHARES ESG MSCI USA LEADERS ETF4.9K shares9.43%2025-12-312026-02-06

TOTALENERGIES SE ACT TOTALENERGIES SE ACT9.0K sharesnew addition2025-12-312026-02-06

PTLC PACER TRENDPILOT US LARGE CAP ETF10.6K shares0.00%2025-12-312026-02-06

TRV TRAVELERS COMPANIES INC COM2.0K shares-9.94%2025-12-312026-02-06

PULS PGIM ULTRA SHORT BOND ETF11.6K shares-37.79%2025-12-312026-02-06

SCCO SOUTHERN COPPER CORP COM4.0K shares0.56%2025-12-312026-02-06

Sponsored

MDB MONGODB INC CL A1.4K shares29.46%2025-12-312026-02-06

LHX L3HARRIS TECHNOLOGIES INC COM1.9K shares-0.92%2025-12-312026-02-06

APP APPLOVIN CORP COM CL A841 shares-17.79%2025-12-312026-02-06

TXT TEXTRON INC COM6.5K shares53.66%2025-12-312026-02-06

CL COLGATE PALMOLIVE CO COM7.1K shares-5.91%2025-12-312026-02-06

CFG CITIZENS FINL GROUP INC COM9.6K shares41.61%2025-12-312026-02-06

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF21.8K shares-23.38%2025-12-312026-02-06

CDNS CADENCE DESIGN SYSTEM INC COM1.8K shares16.83%2025-12-312026-02-06

Sponsored

AON PLC SHS CL A AON PLC SHS CL A1.6K shares36.79%2025-12-312026-02-06

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM6.5K shares28.68%2025-12-312026-02-06

HBAN HUNTINGTON BANCSHARES INC COM31.9K shares24.75%2025-12-312026-02-06

ORI OLD REP INTL CORP COM12.1K shares1.44%2025-12-312026-02-06

Call Option Holdings

SPY 271217C00815000 SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL Call CallSPY 271217C00815000 SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL2.7K sharesnew addition2025-12-312026-02-06

AMZN 271217C00230000 AMAZON COM INC CLL OPT 12/27 230.0 CAL Call CallAMZN 271217C00230000 AMAZON COM INC CLL OPT 12/27 230.0 CAL300 sharesnew addition2025-12-312026-02-06

PDD 270617C00120000 PDD HOLDINGS INC CLL OPT 06/27 105.0 CAL Call CallPDD 270617C00120000 PDD HOLDINGS INC CLL OPT 06/27 105.0 CAL500 sharesnew addition2025-12-312026-02-06

DIS 260220C00120000 DISNEY WALT CO CLL OPT 02/26 120.0 CAL Call CallDIS 260220C00120000 DISNEY WALT CO CLL OPT 02/26 120.0 CAL100 sharesnew addition2025-12-312026-02-06

Put Option Holdings

SPY Put PutSPY 271217P00690000 SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT3.0K sharesnew addition2025-12-312026-02-06

AAPL 271217P00210000 APPLE INC PUT OPT 12/27 210.0 PUT Put PutAAPL 271217P00210000 APPLE INC PUT OPT 12/27 210.0 PUT4.7K sharesnew addition2025-12-312026-02-06