The Analysis of EXENCIAL WEALTH ADVISORS, LLC's Holdings

Currently, EXENCIAL WEALTH ADVISORS, LLC holds 540 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in DFSV (+448.6K shares, valued at $14.8M), SGOV (+139.2K shares, valued at $14.0M), ISRG (+22.4K shares, valued at $12.7M); decreased their positions in QCOM (-78.7K shares, valued at $13.5M), N/A (-38.3K shares, valued at $12.0M), EW (-140.4K shares, valued at $12.0M); initiated new positions in PAYX (+73.1K shares, valued at $8.2M), N/A (+61.4K shares, valued at $4.0M), EXAS (+13.9K shares, valued at $1.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC447.9K shares-5.58%2025-12-312026-01-30

MSFT MICROSOFT CORP205.6K shares0.42%2025-12-312026-01-30

ALPHABET INC ALPHABET INC221.1K shares-14.76%2025-12-312026-01-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T355.0K shares4.75%2025-12-312026-01-30

DFSV DIMENSIONAL ETF TRUST2.1M shares27.74%2025-12-312026-01-30

VTV VANGUARD INDEX FDS348.2K shares-2.04%2025-12-312026-01-30

SGOV ISHARES TR585.7K shares31.18%2025-12-312026-01-30

AMZN AMAZON COM INC246.5K shares-2.45%2025-12-312026-01-30

Sponsored

VBR VANGUARD INDEX FDS263.5K shares-1.57%2025-12-312026-01-30

NVDA NVIDIA CORPORATION296.2K shares9.08%2025-12-312026-01-30

VUG VANGUARD INDEX FDS101.0K shares2.52%2025-12-312026-01-30

SCHM SCHWAB STRATEGIC TR1.6M shares16.27%2025-12-312026-01-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL93.2K shares-1.03%2025-12-312026-01-30

DFIV DIMENSIONAL ETF TRUST909.4K shares14.05%2025-12-312026-01-30

BROADCOM INC BROADCOM INC118.8K shares-11.21%2025-12-312026-01-30

IVV ISHARES TR51.9K shares-2.86%2025-12-312026-01-30

Sponsored

IEMG ISHARES INC519.8K shares3.50%2025-12-312026-01-30

META META PLATFORMS INC52.9K shares-4.78%2025-12-312026-01-30

DISV DIMENSIONAL ETF TRUST876.2K shares22.00%2025-12-312026-01-30

DFLV DIMENSIONAL ETF TRUST945.9K shares24.11%2025-12-312026-01-30

VCSH VANGUARD SCOTTSDALE FDS405.1K shares2.59%2025-12-312026-01-30

IJS ISHARES TR282.9K shares-1.18%2025-12-312026-01-30

DUHP DIMENSIONAL ETF TRUST821.6K shares9.05%2025-12-312026-01-30

VANGUARD INDEX FDS VANGUARD INDEX FDS45.1K shares6.07%2025-12-312026-01-30

Sponsored

VEA VANGUARD TAX-MANAGED FDS447.6K shares-4.74%2025-12-312026-01-30

FNDF SCHWAB STRATEGIC TR610.7K shares-1.37%2025-12-312026-01-30

EFV ISHARES TR377.3K shares-0.32%2025-12-312026-01-30

MA MASTERCARD INCORPORATED45.3K shares-4.71%2025-12-312026-01-30

FNDC SCHWAB STRATEGIC TR575.3K shares-0.69%2025-12-312026-01-30

V VISA INC68.6K shares-3.00%2025-12-312026-01-30

GLD SPDR GOLD TR59.4K shares-3.99%2025-12-312026-01-30

DFEV DIMENSIONAL ETF TRUST674.9K shares17.79%2025-12-312026-01-30

Sponsored

DFAT DIMENSIONAL ETF TRUST381.8K shares-3.10%2025-12-312026-01-30

TMO THERMO FISHER SCIENTIFIC INC37.1K shares-1.48%2025-12-312026-01-30

ALPHABET INC ALPHABET INC68.5K shares-20.62%2025-12-312026-01-30

ICE INTERCONTINENTAL EXCHANGE IN129.3K shares-1.82%2025-12-312026-01-30

VBK VANGUARD INDEX FDS69.3K shares-6.21%2025-12-312026-01-30

LHX L3HARRIS TECHNOLOGIES INC71.2K shares-26.57%2025-12-312026-01-30

MGC VANGUARD WORLD FD83.1K shares-3.85%2025-12-312026-01-30

VYM VANGUARD WHITEHALL FDS145.3K shares-0.44%2025-12-312026-01-30

Sponsored

SCHD SCHWAB STRATEGIC TR756.9K shares-1.65%2025-12-312026-01-30

VO VANGUARD INDEX FDS71.0K shares-1.51%2025-12-312026-01-30

TSM TAIWAN SEMICONDUCTOR MFG LTD63.7K shares-25.25%2025-12-312026-01-30

VCIT VANGUARD SCOTTSDALE FDS223.7K shares2.00%2025-12-312026-01-30

VWO VANGUARD INTL EQUITY INDEX F348.2K shares-4.66%2025-12-312026-01-30

LLY ELI LILLY & CO17.4K shares-0.03%2025-12-312026-01-30

STIP ISHARES TR177.8K shares1.22%2025-12-312026-01-30

DIHP DIMENSIONAL ETF TRUST574.7K shares24.02%2025-12-312026-01-30

Sponsored

CGGR CAPITAL GROUP GROWTH ETF398.5K shares-1.33%2025-12-312026-01-30

IEFA ISHARES TR191.5K shares-0.71%2025-12-312026-01-30

EATON CORP PLC EATON CORP PLC52.4K shares35.05%2025-12-312026-01-30

MLM MARTIN MARIETTA MATLS INC26.8K shares-2.23%2025-12-312026-01-30

TLT ISHARES TR184.0K shares0.50%2025-12-312026-01-30

CSCO CISCO SYS INC206.0K shares37.46%2025-12-312026-01-30

HON HONEYWELL INTL INC81.2K shares36.62%2025-12-312026-01-30

SPGI S&P GLOBAL INC29.2K shares-2.33%2025-12-312026-01-30

Sponsored

CNQ CANADIAN NAT RES LTD448.3K shares-2.44%2025-12-312026-01-30

SNPS SYNOPSYS INC31.8K shares35.64%2025-12-312026-01-30

SCZ ISHARES TR182.1K shares-0.12%2025-12-312026-01-30

ASML ASML HOLDING N V13.1K shares-16.23%2025-12-312026-01-30

DFAI DIMENSIONAL ETF TRUST365.0K shares0.43%2025-12-312026-01-30

SCHR SCHWAB STRATEGIC TR553.1K shares-1.17%2025-12-312026-01-30

PDBC INVESCO ACTVELY MNGD ETC FD1.0M shares4.27%2025-12-312026-01-30

ABT ABBOTT LABS109.6K shares-1.54%2025-12-312026-01-30

Sponsored

MEDTRONIC PLC MEDTRONIC PLC139.4K shares-2.58%2025-12-312026-01-30

SPY SPDR S&P 500 ETF TR19.6K shares36.86%2025-12-312026-01-30

NVS NOVARTIS AG95.5K shares-0.44%2025-12-312026-01-30

ISRG INTUITIVE SURGICAL INC23.2K shares2766.09%2025-12-312026-01-30

MTB M & T BK CORP64.4K shares0.05%2025-12-312026-01-30

IQV IQVIA HLDGS INC57.0K shares-4.31%2025-12-312026-01-30

BND VANGUARD BD INDEX FDS172.2K shares6.26%2025-12-312026-01-30

CRM SALESFORCE INC47.5K shares-5.25%2025-12-312026-01-30

Sponsored

AGG ISHARES TR125.3K shares11.88%2025-12-312026-01-30

AJG GALLAGHER ARTHUR J & CO47.5K shares43.83%2025-12-312026-01-30

EVRG EVERGY INC167.5K shares-2.25%2025-12-312026-01-30

VNQ VANGUARD INDEX FDS134.2K shares1.21%2025-12-312026-01-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND44.1K shares695.44%2025-12-312026-01-30

XYL XYLEM INC84.2K shares-0.45%2025-12-312026-01-30

VXUS VANGUARD STAR FDS151.0K shares1.03%2025-12-312026-01-30

COST COSTCO WHSL CORP NEW13.1K shares-4.91%2025-12-312026-01-30

Sponsored

WTW WILLIS TOWERS WATSON PLC LTD34.3K shares-0.93%2025-12-312026-01-30

DFAR DIMENSIONAL ETF TRUST489.6K shares0.74%2025-12-312026-01-30

INVESCO QQQ TR INVESCO QQQ TR17.7K shares-1.04%2025-12-312026-01-30

DFAE DIMENSIONAL ETF TRUST332.4K shares-1.27%2025-12-312026-01-30

WAB WABTEC50.7K shares-33.91%2025-12-312026-01-30

DGX QUEST DIAGNOSTICS INC62.1K shares-2.04%2025-12-312026-01-30

CVX CHEVRON CORP NEW69.4K shares-10.26%2025-12-312026-01-30

SYK STRYKER CORPORATION29.1K shares318.62%2025-12-312026-01-30

Sponsored

VRTX VERTEX PHARMACEUTICALS INC22.4K shares1392.13%2025-12-312026-01-30

FNDE SCHWAB STRATEGIC TR281.2K shares-1.00%2025-12-312026-01-30

JPM JPMORGAN CHASE & CO.31.3K shares2.80%2025-12-312026-01-30

IVW ISHARES TR80.5K shares1.31%2025-12-312026-01-30

IT GARTNER INC37.8K shares1578.31%2025-12-312026-01-30

ABBV ABBVIE INC41.4K shares0.11%2025-12-312026-01-30

CACI CACI INTL INC17.5K shares-34.03%2025-12-312026-01-30

TSLA TESLA INC20.6K shares-7.52%2025-12-312026-01-30

Sponsored

JNJ JOHNSON & JOHNSON43.5K shares-0.88%2025-12-312026-01-30

GEHC GE HEALTHCARE TECHNOLOGIES I109.0K shares-36.97%2025-12-312026-01-30

VB VANGUARD INDEX FDS32.8K shares-4.30%2025-12-312026-01-30

VSS VANGUARD INTL EQUITY INDEX F58.4K shares-2.20%2025-12-312026-01-30

VOE VANGUARD INDEX FDS46.7K shares-0.67%2025-12-312026-01-30

SCHG SCHWAB STRATEGIC TR253.4K shares2.00%2025-12-312026-01-30

SCHF SCHWAB STRATEGIC TR342.9K shares-0.75%2025-12-312026-01-30

SCHV SCHWAB STRATEGIC TR277.2K shares0.88%2025-12-312026-01-30

Sponsored

PAYX PAYCHEX INC73.1K sharesnew addition2025-12-312026-01-30

IVE ISHARES TR38.1K shares0.01%2025-12-312026-01-30

UNH UNITEDHEALTH GROUP INC24.1K shares-43.67%2025-12-312026-01-30

VGLT VANGUARD SCOTTSDALE FDS141.4K shares-6.83%2025-12-312026-01-30

CDW CDW CORP57.6K shares-16.09%2025-12-312026-01-30

FBTC FIDELITY WISE ORIGIN BITCOIN102.5K shares1.24%2025-12-312026-01-30

BDX BECTON DICKINSON & CO39.2K shares-41.77%2025-12-312026-01-30

COOPER COS INC COOPER COS INC92.3K shares-4.88%2025-12-312026-01-30

Sponsored

DFUV DIMENSIONAL ETF TRUST160.4K shares-0.34%2025-12-312026-01-30

ADBE ADOBE INC21.3K shares-16.00%2025-12-312026-01-30

IJH ISHARES TR111.4K shares-1.10%2025-12-312026-01-30

IDEV ISHARES TR81.3K shares1.75%2025-12-312026-01-30

VNQI VANGUARD INTL EQUITY INDEX F145.2K shares11.35%2025-12-312026-01-30

UNP UNION PAC CORP28.5K shares-2.19%2025-12-312026-01-30

MTUM ISHARES TR26.2K shares0.08%2025-12-312026-01-30

MUB ISHARES TR61.0K shares0.35%2025-12-312026-01-30

Sponsored

FNDA SCHWAB STRATEGIC TR206.1K shares1.18%2025-12-312026-01-30

TRGP TARGA RES CORP34.8K shares0.11%2025-12-312026-01-30

KLAC KLA CORP5.3K shares-30.16%2025-12-312026-01-30

ATMP BARCLAYS BANK PLC222.4K shares-1.93%2025-12-312026-01-30

LQD ISHARES TR55.9K shares12.00%2025-12-312026-01-30

NEAR ISHARES U S ETF TR119.9K shares14.15%2025-12-312026-01-30

ABNB AIRBNB INC42.3K shares-0.34%2025-12-312026-01-30

HYS PIMCO ETF TR59.9K shares-3.06%2025-12-312026-01-30

Sponsored

DFUS DIMENSIONAL ETF TRUST74.1K shares-0.14%2025-12-312026-01-30

WM WASTE MGMT INC DEL24.9K shares-0.65%2025-12-312026-01-30

EMR EMERSON ELEC CO41.0K shares-4.83%2025-12-312026-01-30

EMXC ISHARES INC73.8K shares-9.41%2025-12-312026-01-30

AMGN AMGEN INC16.3K shares-0.81%2025-12-312026-01-30

FDLO FIDELITY COVINGTON TRUST79.2K shares-1.76%2025-12-312026-01-30

FNDX SCHWAB STRATEGIC TR194.1K shares2.98%2025-12-312026-01-30

PFF ISHARES TR169.3K shares-0.92%2025-12-312026-01-30

Sponsored

KO COCA COLA CO74.9K shares0.68%2025-12-312026-01-30

IAGG ISHARES TR104.4K shares0.05%2025-12-312026-01-30

TNGY TORTOISE CAPITAL SERIES TRUS550.0K shares1.92%2025-12-312026-01-30

SHEL SHELL PLC65.7K shares2.29%2025-12-312026-01-30

NKE NIKE INC75.3K shares-13.10%2025-12-312026-01-30

ORCL ORACLE CORP24.2K shares-60.67%2025-12-312026-01-30

TJX TJX COS INC NEW30.0K shares0.87%2025-12-312026-01-30

SPEM SPDR INDEX SHS FDS97.3K shares1.66%2025-12-312026-01-30

Sponsored

SCHP SCHWAB STRATEGIC TR169.4K shares-1.86%2025-12-312026-01-30

IWF ISHARES TR9.3K shares-0.49%2025-12-312026-01-30

LOW LOWES COS INC18.3K shares-7.30%2025-12-312026-01-30

VTEB VANGUARD MUN BD FDS87.3K shares-8.16%2025-12-312026-01-30

MMC MARSH & MCLENNAN COS INC23.4K shares-0.79%2025-12-312026-01-30

BNDX VANGUARD CHARLOTTE FDS89.3K shares2.46%2025-12-312026-01-30

DHR DANAHER CORPORATION18.8K shares-1.56%2025-12-312026-01-30

SSNC SS&C TECHNOLOGIES HLDGS INC48.6K shares-1.02%2025-12-312026-01-30

Sponsored

PH PARKER-HANNIFIN CORP4.8K shares0.13%2025-12-312026-01-30

FI FISERV INC62.2K shares1625.06%2025-12-312026-01-30

PEP PEPSICO INC28.6K shares1.49%2025-12-312026-01-30

WMB WILLIAMS COS INC68.2K shares-0.62%2025-12-312026-01-30

XLU SELECT SECTOR SPDR TR95.6K shares98.36%2025-12-312026-01-30

UNILEVER PLC UNILEVER PLC61.4K sharesnew addition2025-12-312026-01-30

ONMD ONEMEDNET CORP3.6M shares1.26%2025-12-312026-01-30

XOM EXXON MOBIL CORP33.1K shares0.39%2025-12-312026-01-30

Sponsored

AEP AMERICAN ELEC PWR CO INC34.3K shares0.88%2025-12-312026-01-30

SCHX SCHWAB STRATEGIC TR141.7K shares-13.04%2025-12-312026-01-30

OKE ONEOK INC NEW51.5K shares0.77%2025-12-312026-01-30

DFAX DIMENSIONAL ETF TRUST115.2K shares-3.71%2025-12-312026-01-30

FTSL FIRST TR EXCHANGE-TRADED FD81.3K shares-15.61%2025-12-312026-01-30

TRU TRANSUNION42.7K shares7.22%2025-12-312026-01-30

SU SUNCOR ENERGY INC NEW81.4K shares0.04%2025-12-312026-01-30

SNY SANOFI SA73.3K shares10.14%2025-12-312026-01-30

Sponsored

AON PLC AON PLC10.0K shares6.63%2025-12-312026-01-30

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F53.1K shares5.46%2025-12-312026-01-30

AZN ASTRAZENECA PLC36.8K shares4.66%2025-12-312026-01-30

TIP ISHARES TR30.4K shares2.42%2025-12-312026-01-30

CB CHUBB LIMITED10.6K shares10.28%2025-12-312026-01-30

MUFG MITSUBISHI UFJ FINL GROUP IN207.9K shares5.98%2025-12-312026-01-30

CVS CVS HEALTH CORP41.4K shares-8.18%2025-12-312026-01-30

ALLE ALLEGION PLC20.2K shares-5.68%2025-12-312026-01-30

Sponsored

MCD MCDONALDS CORP10.5K shares-1.27%2025-12-312026-01-30

SUB ISHARES TR29.8K shares0.86%2025-12-312026-01-30

PSA PUBLIC STORAGE OPER CO12.1K shares-0.89%2025-12-312026-01-30

DEO DIAGEO PLC35.8K shares-57.34%2025-12-312026-01-30

EPD ENTERPRISE PRODS PARTNERS L95.9K shares-0.86%2025-12-312026-01-30

WMT WALMART INC27.2K shares7.77%2025-12-312026-01-30

SAP SAP SE12.4K shares3.44%2025-12-312026-01-30

PLTR PALANTIR TECHNOLOGIES INC16.9K shares-6.95%2025-12-312026-01-30

Sponsored

VIOV VANGUARD ADMIRAL FDS INC30.5K shares0.02%2025-12-312026-01-30

BLACKROCK INC BLACKROCK INC2.8K shares-1.28%2025-12-312026-01-30

PG PROCTER AND GAMBLE CO20.6K shares-0.74%2025-12-312026-01-30

IWM ISHARES TR12.0K shares-13.52%2025-12-312026-01-30

PSX PHILLIPS 6622.4K shares2.69%2025-12-312026-01-30

VIG VANGUARD SPECIALIZED FUNDS13.0K shares-0.50%2025-12-312026-01-30

CAT CATERPILLAR INC5.0K shares1.34%2025-12-312026-01-30

CCEP COCA-COLA EUROPACIFIC PARTNE30.3K shares-1.96%2025-12-312026-01-30

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.1K shares-0.93%2025-12-312026-01-30

ICLR ICON PLC14.7K shares-4.07%2025-12-312026-01-30

NOC NORTHROP GRUMMAN CORP4.7K shares-2.44%2025-12-312026-01-30

VTI VANGUARD INDEX FDS7.8K shares11.85%2025-12-312026-01-30

MERCK & CO INC MERCK & CO INC24.7K shares5.91%2025-12-312026-01-30

DFAC DIMENSIONAL ETF TRUST64.0K shares-7.69%2025-12-312026-01-30

GSK PLC GSK PLC51.5K shares0.99%2025-12-312026-01-30

VZ VERIZON COMMUNICATIONS INC59.5K shares-2.47%2025-12-312026-01-30

Sponsored

RTX RTX CORPORATION13.0K shares0.83%2025-12-312026-01-30

BAC BANK AMERICA CORP42.8K shares1.38%2025-12-312026-01-30

XLK SELECT SECTOR SPDR TR16.4K shares77.63%2025-12-312026-01-30

AMAT APPLIED MATLS INC9.2K shares-34.00%2025-12-312026-01-30

ENB ENBRIDGE INC48.9K shares2.34%2025-12-312026-01-30

IBM INTERNATIONAL BUSINESS MACHS7.9K shares0.43%2025-12-312026-01-30

XCEM COLUMBIA ETF TR II59.6K shares-6.56%2025-12-312026-01-30

HSBC HSBC HLDGS PLC28.9K shares5.56%2025-12-312026-01-30

Sponsored

NFLX NETFLIX INC23.9K shares1005.22%2025-12-312026-01-30

ING ING GROEP N.V.79.8K shares5.34%2025-12-312026-01-30

QUAL ISHARES TR11.1K shares0.81%2025-12-312026-01-30

SCHY SCHWAB STRATEGIC TR73.8K shares-5.69%2025-12-312026-01-30

SEIV SEI EXCHANGE TRADED FUNDS51.6K shares-14.17%2025-12-312026-01-30

VEU VANGUARD INTL EQUITY INDEX F29.0K shares-7.73%2025-12-312026-01-30

SEIM SEI EXCHANGE TRADED FUNDS46.2K shares-11.64%2025-12-312026-01-30

MCHP MICROCHIP TECHNOLOGY INC.33.3K shares-2.39%2025-12-312026-01-30

Sponsored

KDP KEURIG DR PEPPER INC74.0K shares3.77%2025-12-312026-01-30

DE DEERE & CO4.4K shares-4.86%2025-12-312026-01-30

LH LABCORP HOLDINGS INC8.2K shares-1.91%2025-12-312026-01-30

HLN HALEON PLC199.2K shares4.00%2025-12-312026-01-30

PFE PFIZER INC80.9K shares1.39%2025-12-312026-01-30

HD HOME DEPOT INC5.8K shares-8.58%2025-12-312026-01-30

ALC ALCON AG25.3K shares-5.01%2025-12-312026-01-30

UPS UNITED PARCEL SERVICE INC19.8K shares1.52%2025-12-312026-01-30

Sponsored

FCN FTI CONSULTING INC11.5K shares56.72%2025-12-312026-01-30

SPYM SPDR SERIES TRUST24.3K shares-2.75%2025-12-312026-01-30

COP CONOCOPHILLIPS20.6K shares0.58%2025-12-312026-01-30

VTIP VANGUARD MALVERN FDS38.1K shares8.67%2025-12-312026-01-30

DFIP DIMENSIONAL ETF TRUST44.6K shares4.10%2025-12-312026-01-30

DFAS DIMENSIONAL ETF TRUST26.5K shares9.06%2025-12-312026-01-30

FDX FEDEX CORP6.4K shares4.79%2025-12-312026-01-30

WFC WELLS FARGO CO NEW19.6K shares-1.19%2025-12-312026-01-30

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO21.9K shares-0.19%2025-12-312026-01-30

MEOH METHANEX CORP45.7K shares5.83%2025-12-312026-01-30

DGRO ISHARES TR25.9K shares2.37%2025-12-312026-01-30

HDB HDFC BANK LTD48.6K shares4.97%2025-12-312026-01-30

VRSN VERISIGN INC7.3K shares-4.96%2025-12-312026-01-30

REET ISHARES TR70.2K shares-0.64%2025-12-312026-01-30

THE CIGNA GROUP THE CIGNA GROUP6.3K shares-4.67%2025-12-312026-01-30

LULU LULULEMON ATHLETICA INC8.1K shares33.67%2025-12-312026-01-30

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SCHA SCHWAB STRATEGIC TR58.3K shares-5.83%2025-12-312026-01-30

HUM HUMANA INC6.4K shares-7.53%2025-12-312026-01-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.6K shares2.47%2025-12-312026-01-30

SPHY SPDR SERIES TRUST66.9K shares3.12%2025-12-312026-01-30

USB US BANCORP DEL29.7K shares8.92%2025-12-312026-01-30

RTO RENTOKIL INITIAL PLC53.3K shares5.09%2025-12-312026-01-30

ET ENERGY TRANSFER L P95.1K shares3.67%2025-12-312026-01-30

MO ALTRIA GROUP INC27.0K shares-19.34%2025-12-312026-01-30

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NVO NOVO-NORDISK A S30.6K shares18.22%2025-12-312026-01-30

T AT&T INC61.5K shares-1.61%2025-12-312026-01-30

PANW PALO ALTO NETWORKS INC8.2K shares14.25%2025-12-312026-01-30

SHW SHERWIN WILLIAMS CO4.5K shares-21.92%2025-12-312026-01-30

EXAS EXACT SCIENCES CORP13.9K sharesnew addition2025-12-312026-01-30

IWD ISHARES TR6.6K shares4.98%2025-12-312026-01-30

PWR QUANTA SVCS INC3.3K shares358.60%2025-12-312026-01-30

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY18.7K shares-4.44%2025-12-312026-01-30

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MPLX MPLX LP25.5K shares2.50%2025-12-312026-01-30

IWN ISHARES TR7.5K shares-2.66%2025-12-312026-01-30

TS TENARIS S A35.2K shares3.65%2025-12-312026-01-30

GS GOLDMAN SACHS GROUP INC1.5K shares0.00%2025-12-312026-01-30

TXN TEXAS INSTRS INC7.7K shares-6.43%2025-12-312026-01-30

USRT ISHARES TR23.2K shares0.00%2025-12-312026-01-30

CBOE CBOE GLOBAL MKTS INC5.3K shares1.68%2025-12-312026-01-30

IJR ISHARES TR10.9K shares4.32%2025-12-312026-01-30

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AMT AMERICAN TOWER CORP NEW7.4K shares7.62%2025-12-312026-01-30

VV VANGUARD INDEX FDS4.0K shares1.26%2025-12-312026-01-30

EFA ISHARES TR12.8K shares-0.84%2025-12-312026-01-30

CTRA COTERRA ENERGY INC46.7K shares1.64%2025-12-312026-01-30

MRGR PROSHARES TR27.2K shares4.55%2025-12-312026-01-30

HYD VANECK ETF TRUST23.5K shares-1.63%2025-12-312026-01-30

CAH CARDINAL HEALTH INC5.7K shares-0.19%2025-12-312026-01-30

GEV GE VERNOVA INC1.8K shares13.62%2025-12-312026-01-30

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NTR NUTRIEN LTD18.7K shares4.53%2025-12-312026-01-30

BMY BRISTOL-MYERS SQUIBB CO21.3K shares35.68%2025-12-312026-01-30

STOT SSGA ACTIVE TR24.0K shares-2.56%2025-12-312026-01-30

EWH ISHARES INC52.9K shares5.04%2025-12-312026-01-30

GPN GLOBAL PMTS INC14.5K shares0.52%2025-12-312026-01-30

GE AEROSPACE GE AEROSPACE3.6K shares4.95%2025-12-312026-01-30

AFL AFLAC INC10.2K shares-0.64%2025-12-312026-01-30

ADI ANALOG DEVICES INC4.1K shares-11.48%2025-12-312026-01-30

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NEE NEXTERA ENERGY INC13.8K shares2.26%2025-12-312026-01-30

XLI SELECT SECTOR SPDR TR7.0K shares-3.31%2025-12-312026-01-30

GLPI GAMING & LEISURE PPTYS INC24.4K shares4.08%2025-12-312026-01-30

INTC INTEL CORP29.5K shares12.29%2025-12-312026-01-30

CL COLGATE PALMOLIVE CO13.5K shares2.32%2025-12-312026-01-30

SPDW SPDR INDEX SHS FDS23.6K shares3.67%2025-12-312026-01-30

CROWN CASTLE INC CROWN CASTLE INC11.7K shares-4.97%2025-12-312026-01-30

SEIQ SEI EXCHANGE TRADED FUNDS26.5K shares-10.60%2025-12-312026-01-30

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ITW ILLINOIS TOOL WKS INC4.2K shares-7.41%2025-12-312026-01-30

UBER UBER TECHNOLOGIES INC12.5K shares-1.62%2025-12-312026-01-30

DFAU DIMENSIONAL ETF TRUST21.6K shares-0.43%2025-12-312026-01-30

SPYG SPDR SERIES TRUST9.3K shares21.58%2025-12-312026-01-30

GSEW GOLDMAN SACHS ETF TR11.6K shares0.00%2025-12-312026-01-30

VRSK VERISK ANALYTICS INC4.4K shares-1.74%2025-12-312026-01-30

ROST ROSS STORES INC5.5K shares4.26%2025-12-312026-01-30

OGS ONE GAS INC12.7K shares0.17%2025-12-312026-01-30

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VWOB VANGUARD WHITEHALL FDS14.5K shares2.91%2025-12-312026-01-30

PM PHILIP MORRIS INTL INC6.1K shares-56.82%2025-12-312026-01-30

AMD ADVANCED MICRO DEVICES INC4.5K shares0.71%2025-12-312026-01-30

IBOC INTERNATIONAL BANCSHARES COR14.5K shares-42.37%2025-12-312026-01-30

ORLY OREILLY AUTOMOTIVE INC10.5K shares0.78%2025-12-312026-01-30

HYMB SPDR SERIES TRUST38.0K shares-1.15%2025-12-312026-01-30

EMLC VANECK ETF TRUST36.2K shares1.46%2025-12-312026-01-30

NSC NORFOLK SOUTHN CORP3.2K shares1.10%2025-12-312026-01-30

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BA BOEING CO4.2K shares2.54%2025-12-312026-01-30

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC10.8K shares-13.86%2025-12-312026-01-30

IEF ISHARES TR9.5K shares4.46%2025-12-312026-01-30

D DOMINION ENERGY INC15.6K shares1.67%2025-12-312026-01-30

CITIGROUP INC CITIGROUP INC7.8K shares9.77%2025-12-312026-01-30

QCOM QUALCOMM INC5.3K shares-93.69%2025-12-312026-01-30

SCHO SCHWAB STRATEGIC TR36.8K shares1.71%2025-12-312026-01-30

XLV SELECT SECTOR SPDR TR5.8K shares-0.09%2025-12-312026-01-30

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GIS GENERAL MLS INC19.2K shares4.78%2025-12-312026-01-30

DECK DECKERS OUTDOOR CORP8.4K shares81.57%2025-12-312026-01-30

EMB ISHARES TR9.0K shares-1.73%2025-12-312026-01-30

USMV ISHARES TR9.0K shares0.65%2025-12-312026-01-30

PYPL PAYPAL HLDGS INC14.4K shares-3.00%2025-12-312026-01-30

XLY SELECT SECTOR SPDR TR7.0K shares100.09%2025-12-312026-01-30

SRLN SSGA ACTIVE ETF TR20.2K sharesnew addition2025-12-312026-01-30

ITA ISHARES TR3.9K shares-3.58%2025-12-312026-01-30

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EQR EQUITY RESIDENTIAL13.0K shares3.63%2025-12-312026-01-30

KMI KINDER MORGAN INC DEL29.6K shares-3.05%2025-12-312026-01-30

LAM RESEARCH CORP LAM RESEARCH CORP4.7K shares6.41%2025-12-312026-01-30

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D376 shares0.00%2025-12-312026-01-30

PTY PIMCO CORPORATE & INCOME OPP62.5K shares-0.19%2025-12-312026-01-30

VMC VULCAN MATLS CO2.8K shares2.13%2025-12-312026-01-30

ARMK ARAMARK21.4K shares15.91%2025-12-312026-01-30

XLF SELECT SECTOR SPDR TR14.2K shares-15.35%2025-12-312026-01-30

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SOXX ISHARES TR2.5K shares3.88%2025-12-312026-01-30

SO SOUTHERN CO8.7K shares-4.42%2025-12-312026-01-30

FNDB SCHWAB STRATEGIC TR28.0K shares-18.53%2025-12-312026-01-30

PAA PLAINS ALL AMERN PIPELINE L41.2K shares0.74%2025-12-312026-01-30

DFCF DIMENSIONAL ETF TRUST17.3K shares5.46%2025-12-312026-01-30

MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares-3.05%2025-12-312026-01-30

MS MORGAN STANLEY4.1K shares2.34%2025-12-312026-01-30

MU MICRON TECHNOLOGY INC2.5K shares-1.96%2025-12-312026-01-30

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SBR SABINE RTY TR10.4K shares0.00%2025-12-312026-01-30

SPYV SPDR SERIES TRUST12.2K shares58.97%2025-12-312026-01-30

DON WISDOMTREE TR13.4K shares-7.64%2025-12-312026-01-30

IJT ISHARES TR4.8K shares4.46%2025-12-312026-01-30

ELV ELEVANCE HEALTH INC FORMERLY1.9K sharesnew addition2025-12-312026-01-30

INTU INTUIT1.0K shares0.69%2025-12-312026-01-30

IHI ISHARES TR10.9K shares-0.06%2025-12-312026-01-30

DIS DISNEY WALT CO5.9K shares8.54%2025-12-312026-01-30

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COF CAPITAL ONE FINL CORP2.7K shares24.06%2025-12-312026-01-30

EOG EOG RES INC6.3K shares0.35%2025-12-312026-01-30

LDOS LEIDOS HOLDINGS INC3.6K shares-34.02%2025-12-312026-01-30

MATCH GROUP INC NEW MATCH GROUP INC NEW19.9K shares10.48%2025-12-312026-01-30

ED CONSOLIDATED EDISON INC6.5K shares25.51%2025-12-312026-01-30

WAT WATERS CORP1.7K shares1.69%2025-12-312026-01-30

INVX INNOVEX INTERNATIONAL INC28.8K shares-12.10%2025-12-312026-01-30

APD AIR PRODS & CHEMS INC2.5K shares-0.75%2025-12-312026-01-30

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KAI KADANT INC2.1K shares0.85%2025-12-312026-01-30

FXE INVESCO CURRENCYSHARES EURO5.6K shares0.00%2025-12-312026-01-30

CGXU CAPITAL GROUP INTL FOCUS EQT20.5K sharesnew addition2025-12-312026-01-30

ARISTA NETWORKS INC ARISTA NETWORKS INC4.6K shares-15.29%2025-12-312026-01-30

HACK AMPLIFY ETF TR7.5K shares3.18%2025-12-312026-01-30

GM GENERAL MTRS CO7.3K shares6.22%2025-12-312026-01-30

MBB ISHARES TR6.2K shares-7.70%2025-12-312026-01-30

SPAB SPDR SERIES TRUST23.0K shares1.33%2025-12-312026-01-30

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MCK MCKESSON CORP723 sharesnew addition2025-12-312026-01-30

MMM 3M CO3.7K shares-8.20%2025-12-312026-01-30

VRT VERTIV HOLDINGS CO3.6K shares14.50%2025-12-312026-01-30

PGR PROGRESSIVE CORP2.6K shares8.77%2025-12-312026-01-30

SKYY FIRST TR EXCHANGE TRADED FD4.5K shares2.26%2025-12-312026-01-30

SHV ISHARES TR5.2K shares-0.34%2025-12-312026-01-30

CRL CHARLES RIV LABS INTL INC2.9K shares3.11%2025-12-312026-01-30

DFSE DIMENSIONAL ETF TRUST13.8K shares0.00%2025-12-312026-01-30

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CGGO CAPITAL GROUP GBL GROWTH EQT16.5K sharesnew addition2025-12-312026-01-30

BCI ABRDN ETFS28.2K shares-8.27%2025-12-312026-01-30

SLV ISHARES SILVER TR8.5K shares-7.30%2025-12-312026-01-30

INFY INFOSYS LTD30.5K shares1.42%2025-12-312026-01-30

VLO VALERO ENERGY CORP3.3K shares1.65%2025-12-312026-01-30

CGCB CAPITAL GRP FIXED INCM ETF T20.1K sharesnew addition2025-12-312026-01-30

PZA INVESCO EXCH TRADED FD TR II23.0K shares36.19%2025-12-312026-01-30

GILD GILEAD SCIENCES INC4.3K shares2.92%2025-12-312026-01-30

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CGDG CAPITAL GROUP DIVIDEND GROWE14.8K sharesnew addition2025-12-312026-01-30

AXP AMERICAN EXPRESS CO1.4K shares-7.14%2025-12-312026-01-30

USIG ISHARES TR10.0K shares-6.85%2025-12-312026-01-30

LNG CHENIERE ENERGY INC2.7K shares-7.31%2025-12-312026-01-30

FTEC FIDELITY COVINGTON TRUST2.3K shares6.39%2025-12-312026-01-30

DFNM DIMENSIONAL ETF TRUST10.7K shares0.00%2025-12-312026-01-30

SCHQ SCHWAB STRATEGIC TR16.2K shares8.54%2025-12-312026-01-30

FCX FREEPORT-MCMORAN INC10.1K shares23.30%2025-12-312026-01-30

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XT ISHARES TR7.2K shares3.54%2025-12-312026-01-30

JBHT HUNT J B TRANS SVCS INC2.6K shares34.62%2025-12-312026-01-30

TFC TRUIST FINL CORP10.2K shares-19.50%2025-12-312026-01-30

TT TRANE TECHNOLOGIES PLC1.3K shares-24.05%2025-12-312026-01-30

SPSM SPDR SERIES TRUST10.6K shares0.00%2025-12-312026-01-30

QSR RESTAURANT BRANDS INTL INC7.3K shares4.10%2025-12-312026-01-30

HBAN HUNTINGTON BANCSHARES INC28.5K shares3.95%2025-12-312026-01-30

LINDE PLC LINDE PLC1.2K shares2.86%2025-12-312026-01-30

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STZ CONSTELLATION BRANDS INC3.5K shares-0.79%2025-12-312026-01-30

IUSV ISHARES TR4.7K shares1.69%2025-12-312026-01-30

IWR ISHARES TR5.0K shares4.46%2025-12-312026-01-30

KMPR KEMPER CORP11.8K shares-2.67%2025-12-312026-01-30

PPG PPG INDS INC4.6K shares6.05%2025-12-312026-01-30

CGW INVESCO EXCH TRADED FD TR II7.6K shares0.79%2025-12-312026-01-30

FENI FIDELITY COVINGTON TRUST12.8K shares-5.55%2025-12-312026-01-30

FDN FIRST TR EXCHANGE-TRADED FD1.7K shares-2.19%2025-12-312026-01-30

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VGK VANGUARD INTL EQUITY INDEX F5.6K shares0.89%2025-12-312026-01-30

DINO HF SINCLAIR CORP10.1K shares7.01%2025-12-312026-01-30

WMS ADVANCED DRAIN SYS INC DEL3.2K shares1.26%2025-12-312026-01-30

IWB ISHARES TR1.2K shares17.14%2025-12-312026-01-30

BK BANK NEW YORK MELLON CORP4.0K shares5.51%2025-12-312026-01-30

IDXX IDEXX LABS INC674 shares2.12%2025-12-312026-01-30

WPM WHEATON PRECIOUS METALS CORP3.9K shares-4.67%2025-12-312026-01-30

EIX EDISON INTL7.6K shares70.25%2025-12-312026-01-30

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IWO ISHARES TR1.4K shares1.38%2025-12-312026-01-30

DVY ISHARES TR3.2K shares-11.69%2025-12-312026-01-30

NEM NEWMONT CORP4.4K shares34.70%2025-12-312026-01-30

ISCF ISHARES TR10.7K shares-2.38%2025-12-312026-01-30

EW EDWARDS LIFESCIENCES CORP5.1K shares-96.48%2025-12-312026-01-30

LMT LOCKHEED MARTIN CORP900 shares20.32%2025-12-312026-01-30

RWR SPDR SERIES TRUST4.4K shares0.00%2025-12-312026-01-30

APH AMPHENOL CORP NEW3.2K shares-6.23%2025-12-312026-01-30

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PEG PUBLIC SVC ENTERPRISE GRP IN5.4K shares9.30%2025-12-312026-01-30

FTNT FORTINET INC5.4K shares38.90%2025-12-312026-01-30

RACE FERRARI N V1.2K shares-0.77%2025-12-312026-01-30

VONG VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-12-312026-01-30

CMCSA COMCAST CORP NEW14.1K shares25.03%2025-12-312026-01-30

OTIS OTIS WORLDWIDE CORP4.8K shares2.84%2025-12-312026-01-30

CHRW C H ROBINSON WORLDWIDE INC2.6K shares-3.39%2025-12-312026-01-30

NOW SERVICENOW INC2.7K shares396.19%2025-12-312026-01-30

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HYG ISHARES TR5.2K shares16.41%2025-12-312026-01-30

SBIO ALPS ETF TR8.1K shares3.16%2025-12-312026-01-30

ACWV ISHARES INC3.4K shares4.02%2025-12-312026-01-30

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IGSB ISHARES TR7.7K shares0.01%2025-12-312026-01-30

IBB ISHARES TR2.3K shares0.00%2025-12-312026-01-30

SCHE SCHWAB STRATEGIC TR11.7K shares-3.96%2025-12-312026-01-30

BCE BCE INC16.0K shares1.06%2025-12-312026-01-30

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IWP ISHARES TR2.7K shares23.19%2025-12-312026-01-30

CARR CARRIER GLOBAL CORPORATION7.1K shares-1.18%2025-12-312026-01-30

TU TELUS CORPORATION28.1K shares1.57%2025-12-312026-01-30

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CRWD CROWDSTRIKE HLDGS INC780 shares2.77%2025-12-312026-01-30

IUSG ISHARES TR2.2K shares-43.24%2025-12-312026-01-30

SCHW SCHWAB CHARLES CORP3.6K shares5.80%2025-12-312026-01-30

CGUS CAPITAL GROUP CORE EQUITY ET9.0K sharesnew addition2025-12-312026-01-30

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SLB SLB LIMITED9.3K shares0.42%2025-12-312026-01-30

VGT VANGUARD WORLD FD473 shares8.74%2025-12-312026-01-30

APP APPLOVIN CORP524 shares-3.50%2025-12-312026-01-30

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BKNG BOOKING HOLDINGS INC62 sharesnew addition2025-12-312026-01-30

REGN REGENERON PHARMACEUTICALS431 sharesnew addition2025-12-312026-01-30

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DES WISDOMTREE TR9.7K shares-10.84%2025-12-312026-01-30

IDCC INTERDIGITAL INC1.0K shares0.10%2025-12-312026-01-30

EWL ISHARES INC5.3K shares0.00%2025-12-312026-01-30

BP BP PLC9.1K shares-0.91%2025-12-312026-01-30

GLXY GALAXY DIGITAL INC.14.1K sharesnew addition2025-12-312026-01-30

DFSU DIMENSIONAL ETF TRUST7.2K shares0.00%2025-12-312026-01-30

PHM PULTE GROUP INC2.7K shares0.68%2025-12-312026-01-30

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HCA HCA HEALTHCARE INC663 shares18.39%2025-12-312026-01-30

IPAY AMPLIFY ETF TR5.9K shares3.64%2025-12-312026-01-30

IJJ ISHARES TR2.3K shares3.96%2025-12-312026-01-30

CRWV COREWEAVE INC4.3K shares6.38%2025-12-312026-01-30

CFG CITIZENS FINL GROUP INC5.2K shares23.81%2025-12-312026-01-30

EFAV ISHARES TR3.5K shares5.41%2025-12-312026-01-30

PCG PG&E CORP18.8K sharesnew addition2025-12-312026-01-30

GAB GABELLI EQUITY TR INC48.7K sharesnew addition2025-12-312026-01-30

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URI UNITED RENTALS INC371 shares11.08%2025-12-312026-01-30

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TMUS T-MOBILE US INC1.4K shares0.42%2025-12-312026-01-30

CXM SPRINKLR INC37.3K sharesnew addition2025-12-312026-01-30

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KAT ADVISORS SER TR5.1K shares0.00%2025-12-312026-01-30

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CGDV CAPITAL GROUP DIVIDEND VALUE6.5K sharesnew addition2025-12-312026-01-30

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FIX COMFORT SYS USA INC300 sharesnew addition2025-12-312026-01-30

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DVN DEVON ENERGY CORP NEW7.3K shares-1.18%2025-12-312026-01-30

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DG DOLLAR GEN CORP NEW2.0K sharesnew addition2025-12-312026-01-30

WDC WESTERN DIGITAL CORP1.5K sharesnew addition2025-12-312026-01-30

BLACKSTONE INC BLACKSTONE INC1.7K shares0.47%2025-12-312026-01-30

HL HECLA MNG CO13.6K shares1.02%2025-12-312026-01-30

EBND SPDR SERIES TRUST12.2K shares-0.66%2025-12-312026-01-30

ZM ZOOM COMMUNICATIONS INC3.0K sharesnew addition2025-12-312026-01-30

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F4.5K shares0.60%2025-12-312026-01-30

NG NOVAGOLD RES INC27.7K shares0.69%2025-12-312026-01-30

TRV TRAVELERS COMPANIES INC876 shares-0.57%2025-12-312026-01-30

FSTA FIDELITY COVINGTON TRUST5.1K sharesnew addition2025-12-312026-01-30

BTI BRITISH AMERN TOB PLC4.4K shares1.65%2025-12-312026-01-30

HEI HEICO CORP NEW767 shares-8.69%2025-12-312026-01-30

NTRA NATERA INC1.1K sharesnew addition2025-12-312026-01-30

CMG CHIPOTLE MEXICAN GRILL INC6.7K shares-96.68%2025-12-312026-01-30

Sponsored

ROP ROPER TECHNOLOGIES INC553 sharesnew addition2025-12-312026-01-30

VOT VANGUARD INDEX FDS878 shares4.52%2025-12-312026-01-30

FELV FIDELITY COVINGTON TRUST7.0K shares0.31%2025-12-312026-01-30

HBCP HOME BANCORP INC4.2K shares0.61%2025-12-312026-01-30

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION11.0K sharesnew addition2025-12-312026-01-30

TSLA Call CallTESLA INC2.1K sharesnew addition2025-12-312026-01-30

MSTR Call CallSTRATEGY INC2.3K sharesnew addition2025-12-312026-01-30

SNOW Call CallSNOWFLAKE INC1.0K sharesnew addition2025-12-312026-01-30

PLTR Call CallPALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-12-312026-01-30

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION21.0K sharesnew addition2025-12-312026-01-30

IWM Put PutISHARES TR1.6K sharesnew addition2025-12-312026-01-30