The Analysis of Fiduciary Alliance LLC's Holdings
Currently, Fiduciary Alliance LLC holds 509 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in FXU (+60.4K shares, valued at $2.7M), SPYM (+32.6K shares, valued at $2.6M), IJR (+20.8K shares, valued at $2.5M); decreased their positions in PLTR (-35.9K shares, valued at $6.4M), N/A (-49.8K shares, valued at $2.6M), ISRG (-3.8K shares, valued at $2.2M); initiated new positions in FXU (+60.4K shares, valued at $2.7M), WY (+98.3K shares, valued at $2.3M), CLSK (+217.6K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple242.2K shares-1.55%2025-12-312026-01-22
SPY SPDR S&P 500 ETF TRUST82.5K shares-0.50%2025-12-312026-01-22
MSFT Microsoft116.2K shares-2.51%2025-12-312026-01-22
JPM JPMorgan Chase135.7K shares-0.96%2025-12-312026-01-22
NVDA NVIDIA CORPORATION COM203.9K shares-0.33%2025-12-312026-01-22
AMZN Amazon160.0K shares5.51%2025-12-312026-01-22
Alphabet CL A Alphabet CL A81.4K shares-2.65%2025-12-312026-01-22
SPDW SPDR S&P World ex-US550.1K shares7.46%2025-12-312026-01-22
SCHG Schwab U.S. Large-Cap Growth672.5K shares-2.92%2025-12-312026-01-22
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS149.6K shares0.37%2025-12-312026-01-22
IJR iShares S&P Small Cap ETF162.6K shares14.68%2025-12-312026-01-22
MS Morgan Stanley98.6K shares4.01%2025-12-312026-01-22
CPS COOPER STD HLDGS INC COM501.4K shares0.53%2025-12-312026-01-22
COP Conocophillips170.9K shares4.23%2025-12-312026-01-22
IBIT iShares Bitcoin ETF321.3K shares-5.95%2025-12-312026-01-22
JNJ Johnson & Johnson73.8K shares17.88%2025-12-312026-01-22
PLTR PALANTIR TECHNOLOGIES INC CL A85.2K shares-29.66%2025-12-312026-01-22
TSLA Tesla33.2K shares15.84%2025-12-312026-01-22
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF160.0K shares6.34%2025-12-312026-01-22
HD Home Depot39.1K shares-13.45%2025-12-312026-01-22
WWJD INSPIRE INTERNATIONAL ETF351.5K shares4.19%2025-12-312026-01-22
WMT WALMART INC COM111.2K shares6.52%2025-12-312026-01-22
Broadcom Broadcom34.7K shares2.02%2025-12-312026-01-22
VFC V F CORP COM647.5K shares10.33%2025-12-312026-01-22
HOOD ROBINHOOD MKTS INC COM CL A101.5K shares-2.93%2025-12-312026-01-22
SCHR Schwab Intermediate-Term US Treasury446.8K shares4.55%2025-12-312026-01-22
NEE NEXTERA ENERGY INC COM137.8K shares8.04%2025-12-312026-01-22
LLY ELI LILLY & CO COM10.3K shares-2.84%2025-12-312026-01-22
Gold ETF Gold ETF257.6K shares22.82%2025-12-312026-01-22
PYPL Paypal177.5K shares10.57%2025-12-312026-01-22
KMI Kinder Morgan Inc370.2K shares6.62%2025-12-312026-01-22
Eaton Corp Eaton Corp31.5K shares0.27%2025-12-312026-01-22
SCHV Schwab U.S. Large-Cap Value334.9K shares-0.08%2025-12-312026-01-22
TSM Taiwan Semiconductor32.5K shares30.77%2025-12-312026-01-22
INTC Intel261.5K shares10.43%2025-12-312026-01-22
OSCR OSCAR HEALTH INC CL A650.8K shares7.94%2025-12-312026-01-22
GBTC GRAYSCALE BITCOIN TRUST ETF134.3K shares3.25%2025-12-312026-01-22
AMGN Amgen27.7K shares11.28%2025-12-312026-01-22
SCHD SCHWAB US DIVIDEND EQUITY ETF327.2K shares-0.50%2025-12-312026-01-22
IBM INTERNATIONAL BUSINESS MACHS COM29.9K shares15.00%2025-12-312026-01-22
RSG Republic Services41.5K shares1.83%2025-12-312026-01-22
Alphabet CL C Alphabet CL C27.9K shares-5.89%2025-12-312026-01-22
GRID First Trust Clean Edge Smart Grid ETF55.1K shares9.19%2025-12-312026-01-22
PWR Quanta Services19.7K shares-5.20%2025-12-312026-01-22
COST Costco9.4K shares2.34%2025-12-312026-01-22
SPEM SPDR S&P Emerging Markets168.3K shares11.20%2025-12-312026-01-22
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST157.8K shares11.96%2025-12-312026-01-22
DHR Danaher32.4K shares8.97%2025-12-312026-01-22
MGV VANGUARD MEGA CAP VALUE ETF52.2K shares-0.24%2025-12-312026-01-22
DGRO ISHARES CORE DIVIDEND GROWTH ETF105.1K shares-0.36%2025-12-312026-01-22
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND272.1K shares14.13%2025-12-312026-01-22
MSTR STRATEGY INC CL A NEW46.5K shares4.68%2025-12-312026-01-22
CME CME Group25.1K shares10.73%2025-12-312026-01-22
ETHA ISHARES ETHEREUM TRUST ETF289.7K shares12.68%2025-12-312026-01-22
MLPX Global X MLP & Energy Infrastructure ETF107.0K shares11.02%2025-12-312026-01-22
TXN Texas Instruments36.4K shares12.66%2025-12-312026-01-22
EMXC iShares Emerging Markets ex China ETF86.0K shares6.61%2025-12-312026-01-22
MCO MOODYS CORP COM12.2K shares-2.80%2025-12-312026-01-22
TBIL US TREASURY 3 MONTH BILL ETF122.8K shares-4.12%2025-12-312026-01-22
VUG VANGUARD GROWTH ETF12.4K shares13.76%2025-12-312026-01-22
HELO JPMorgan Hedged Equity Laddered Overlay ETF90.2K shares12.53%2025-12-312026-01-22
VTI Vanguard Total Stock Market17.7K shares3.25%2025-12-312026-01-22
META Meta Platforms9.0K shares-15.00%2025-12-312026-01-22
COWZ Pacer US Cash Cows 100 ETF96.2K shares21.69%2025-12-312026-01-22
MGK VANGUARD MEGA CAP GROWTH ETF13.6K shares-1.00%2025-12-312026-01-22
XOM Exxon Mobil46.4K shares7.75%2025-12-312026-01-22
ALB Albemarle38.9K shares7.77%2025-12-312026-01-22
SOFI SOFI TECHNOLOGIES INC COM210.0K shares5.38%2025-12-312026-01-22
BAC Bank of America97.6K shares47.45%2025-12-312026-01-22
LMT Lockheed Martin10.3K shares5.40%2025-12-312026-01-22
BOTZ Global Robotics and AI ETF136.9K shares3.10%2025-12-312026-01-22
AXP American Express13.3K shares0.84%2025-12-312026-01-22
ABBV Abbvie21.4K shares1.79%2025-12-312026-01-22
VO VANGUARD MID-CAP ETF16.5K shares-0.07%2025-12-312026-01-22
COIN COINBASE GLOBAL INC COM CL A20.9K shares13.79%2025-12-312026-01-22
JPIE JPMorgan Income ETF101.0K shares11.92%2025-12-312026-01-22
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF64.7K shares4.23%2025-12-312026-01-22
HIMS HIMS & HERS HEALTH INC COM CL A141.6K shares4.09%2025-12-312026-01-22
T AT&T183.7K shares-13.77%2025-12-312026-01-22
DIS Disney39.8K shares8.69%2025-12-312026-01-22
NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF65.7K shares30.72%2025-12-312026-01-22
SCHY Schwab International Dividend Equity ETF149.5K shares62.24%2025-12-312026-01-22
PFE Pfizer168.4K shares15.94%2025-12-312026-01-22
UNH Unitedhealth Group12.5K shares3.30%2025-12-312026-01-22
SCHH Schwab REIT193.5K shares2.58%2025-12-312026-01-22
ZETA ZETA GLOBAL HOLDINGS CORP CL A196.1K shares58.39%2025-12-312026-01-22
MTB M & T BK CORP COM19.8K shares-21.52%2025-12-312026-01-22
ASML ASML Holdings3.7K shares-25.70%2025-12-312026-01-22
CIBR First Trust Cybersecurity ETF55.1K shares6.04%2025-12-312026-01-22
TFC Truist Financial79.6K shares-7.91%2025-12-312026-01-22
MA MASTERCARD INCORPORATED CL A6.8K shares-12.45%2025-12-312026-01-22
FXI iShares China Large Cap99.6K shares6.55%2025-12-312026-01-22
CASY CASEYS GEN STORES INC COM6.8K shares168.15%2025-12-312026-01-22
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND37.4K shares27.16%2025-12-312026-01-22
ABT Abbott Labs29.7K shares5.68%2025-12-312026-01-22
FBTC FIDELITY WISE ORIGIN BITCOIN FUND48.7K shares3.04%2025-12-312026-01-22
EAGL EAGLE CAPITAL SELECT EQUITY ETF112.6K shares8.78%2025-12-312026-01-22
SHV iShares Short-Term Treasury ETF32.7K shares6.38%2025-12-312026-01-22
SHOP Shopify22.3K shares3.65%2025-12-312026-01-22
FBND FIDELITY TOTAL BOND ETF77.1K shares4.26%2025-12-312026-01-22
MKL Markel1.6K shares-0.18%2025-12-312026-01-22
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF43.6K shares294.88%2025-12-312026-01-22
CLIP Global X 1-3 Month T-Bill ETF34.9K shares53.49%2025-12-312026-01-22
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF64.6K shares8.81%2025-12-312026-01-22
ITOT iShares Core S&P Total U.S. Stock Market ETF23.3K shares3.82%2025-12-312026-01-22
JQUA JPMORGAN U.S. QUALITY FACTOR ETF54.5K shares-3.06%2025-12-312026-01-22
CGCB CAPITAL GROUP CORE BOND ETF129.8K shares4.81%2025-12-312026-01-22
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND36.9K shares4.78%2025-12-312026-01-22
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF123.9K shares5.01%2025-12-312026-01-22
NOV NOV INC COM218.5K shares183.89%2025-12-312026-01-22
SLV ISHARES SILVER TRUST52.6K shares4.74%2025-12-312026-01-22
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST7.0K shares10.76%2025-12-312026-01-22
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF65.7K shares15.51%2025-12-312026-01-22
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF52.2K shares21.75%2025-12-312026-01-22
BBAI BIGBEAR AI HLDGS INC COM588.7K shares65.00%2025-12-312026-01-22
CVX Chevron20.8K shares3.61%2025-12-312026-01-22
RTX United Technologies17.3K shares1.64%2025-12-312026-01-22
VIG Vanguard Dividend Appreciation ETF14.3K shares-7.67%2025-12-312026-01-22
WDAY WORKDAY INC CL A13.9K shares4.36%2025-12-312026-01-22
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF29.7K shares87.33%2025-12-312026-01-22
HON Honeywell15.3K shares158.59%2025-12-312026-01-22
CRWD Crowdstrike6.2K shares2.91%2025-12-312026-01-22
VGT VANGUARD INFORMATION TECHNOLOGY ETF3.8K shares6.71%2025-12-312026-01-22
COF CAPITAL ONE FINL CORP COM11.7K shares-0.68%2025-12-312026-01-22
V Visa8.1K shares-10.41%2025-12-312026-01-22
HRL HORMEL FOODS CORP COM118.3K shares179.77%2025-12-312026-01-22
FXU First Trust Utilities ETF60.4K sharesnew addition2025-12-312026-01-22
BKLN INVESCO SENIOR LOAN ETF129.3K shares17.58%2025-12-312026-01-22
IEFA ISHARES CORE MSCI EAFE ETF30.2K shares2.64%2025-12-312026-01-22
GRAB GRAB HOLDINGS LIMITED CLASS A ORD536.5K shares63.55%2025-12-312026-01-22
NFLX Netflix28.1K shares421.60%2025-12-312026-01-22
MCD McDonalds8.5K shares1.97%2025-12-312026-01-22
SPHQ Powershares S&P 500 Quality34.6K shares7.25%2025-12-312026-01-22
AER AERCAP HOLDINGS NV SHS18.0K shares-11.72%2025-12-312026-01-22
ORCL ORACLE CORP COM13.1K shares8.40%2025-12-312026-01-22
PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF134.1K shares13.38%2025-12-312026-01-22
BAX Baxter International132.0K shares42.42%2025-12-312026-01-22
SPHY SPDR Portfolio High Yield Bond ETF105.1K shares14.32%2025-12-312026-01-22
SECT MAIN SECTOR ROTATION ETF37.9K shares3.59%2025-12-312026-01-22
NDAQ Nasdaq Inc25.1K shares2.30%2025-12-312026-01-22
VST VISTRA CORP COM14.8K shares-7.58%2025-12-312026-01-22
SO SOUTHERN CO COM27.3K shares3.47%2025-12-312026-01-22
CMCSA Comcast79.2K shares-2.11%2025-12-312026-01-22
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF40.5K shares0.09%2025-12-312026-01-22
WY Weyerhaeuser98.3K sharesnew addition2025-12-312026-01-22
IVW ISHARES S&P 500 GROWTH ETF18.7K shares-1.23%2025-12-312026-01-22
WWD WOODWARD INC COM7.6K shares-0.42%2025-12-312026-01-22
QXO QXO INC COM NEW117.3K shares10.82%2025-12-312026-01-22
APH AMPHENOL CORP NEW CL A16.6K shares-4.81%2025-12-312026-01-22
IWF iShares Russell 1000 Growth ETF4.7K shares-1.61%2025-12-312026-01-22
CLSK CLEANSPARK INC COM NEW217.6K sharesnew addition2025-12-312026-01-22
VRTX Vertex Pharma4.8K sharesnew addition2025-12-312026-01-22
SYK STRYKER CORPORATION COM5.9K shares-18.87%2025-12-312026-01-22
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF68.1K shares-0.38%2025-12-312026-01-22
LEN Lennar19.2K shares22.87%2025-12-312026-01-22
LOW Lowes8.2K shares2.85%2025-12-312026-01-22
SAP SAP SE SPON ADR8.1K shares36.14%2025-12-312026-01-22
IVV iShares Core S&P 500 ETF2.8K shares19.24%2025-12-312026-01-22
SPYG S&P Growth ETF17.9K shares-3.65%2025-12-312026-01-22
TJX TJX COS INC NEW COM12.1K shares2.17%2025-12-312026-01-22
CRS CARPENTER TECHNOLOGY CORP COM5.9K shares0.00%2025-12-312026-01-22
KWEB KRANESHARES CSI CHINA INTERNET ETF54.4K shares3.36%2025-12-312026-01-22
BIBL INSPIRE 100 ETF40.6K shares-37.30%2025-12-312026-01-22
GEV GE VERNOVA INC COM2.7K shares0.26%2025-12-312026-01-22
INTU INTUIT COM2.6K shares48.65%2025-12-312026-01-22
WM WASTE MGMT INC DEL COM7.9K shares-0.62%2025-12-312026-01-22
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF12.0K shares109.32%2025-12-312026-01-22
WFC Wells Fargo18.4K shares164.74%2025-12-312026-01-22
CGGR CAPITAL GROUP GROWTH ETF38.5K shares-1.53%2025-12-312026-01-22
DFCF DIMENSIONAL CORE FIXED INCOME ETF40.0K shares0.14%2025-12-312026-01-22
KLAC KLA CORP COM NEW1.4K shares-15.52%2025-12-312026-01-22
JCPB JPMORGAN CORE PLUS BOND ETF35.9K shares0.15%2025-12-312026-01-22
PEP Pepsi11.8K shares-1.12%2025-12-312026-01-22
CGCP CAPITAL GROUP CORE PLUS INCOME ETF74.6K shares0.25%2025-12-312026-01-22
Merck Merck15.8K shares-2.52%2025-12-312026-01-22
PG PROCTER & GAMBLE CO COM11.6K shares-18.08%2025-12-312026-01-22
VTV VANGUARD VALUE ETF8.6K shares19.84%2025-12-312026-01-22
WPC WP CAREY INC COM25.3K shares-0.49%2025-12-312026-01-22
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF12.3K shares7.99%2025-12-312026-01-22
EL LAUDER ESTEE COS INC CL A15.5K shares-1.67%2025-12-312026-01-22
GLW CORNING INC COM18.5K shares0.24%2025-12-312026-01-22
CEG CONSTELLATION ENERGY CORP COM4.6K shares-0.28%2025-12-312026-01-22
BA Boeing7.4K shares1.13%2025-12-312026-01-22
AMAT Applied Materials6.2K shares0.03%2025-12-312026-01-22
CSCO Cisco20.7K shares-3.62%2025-12-312026-01-22
CTA Simplify Managed Futures ETF57.1K shares2.11%2025-12-312026-01-22
UPS United Parcel Service15.7K shares92.17%2025-12-312026-01-22
SHEL Royal Dutch Shell ADR21.0K shares-22.48%2025-12-312026-01-22
AA ALCOA CORP COM28.8K shares-0.77%2025-12-312026-01-22
VZ Verizon37.5K shares-4.93%2025-12-312026-01-22
KO Coca Cola21.8K shares4.85%2025-12-312026-01-22
MELI MercadoLibre734 sharesnew addition2025-12-312026-01-22
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW19.1K shares3.63%2025-12-312026-01-22
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF10.0K shares9.19%2025-12-312026-01-22
HUM HUMANA INC COM5.6K shares-16.89%2025-12-312026-01-22
VBK VANGUARD SMALL-CAP GROWTH ETF4.6K shares2.49%2025-12-312026-01-22
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND59.2K shares2.14%2025-12-312026-01-22
CGDV CAPITAL GROUP DIVIDEND VALUE ETF31.7K shares-0.44%2025-12-312026-01-22
SPMO INVESCO S&P 500 MOMENTUM ETF11.6K shares8.68%2025-12-312026-01-22
NOW SERVICENOW INC COM9.0K shares408.11%2025-12-312026-01-22
ELV ELEVANCE HEALTH INC FORMERLY A COM3.8K shares-3.74%2025-12-312026-01-22
GS GOLDMAN SACHS GROUP INC COM1.5K shares10.61%2025-12-312026-01-22
AMD ADVANCED MICRO DEVICES INC COM6.1K shares-26.27%2025-12-312026-01-22
IVE ISHARES S&P 500 VALUE ETF6.0K shares1.66%2025-12-312026-01-22
ENB Enbridge26.7K shares-2.68%2025-12-312026-01-22
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF39.0K shares-1.09%2025-12-312026-01-22
VB Vanguard Small Cap4.8K shares7.72%2025-12-312026-01-22
CAT Caterpillar2.2K shares3.15%2025-12-312026-01-22
GE Aerospace GE Aerospace4.0K shares3.42%2025-12-312026-01-22
ADI ANALOG DEVICES INC COM4.4K shares0.18%2025-12-312026-01-22
HLT HILTON WORLDWIDE HLDGS INC COM4.1K shares-0.20%2025-12-312026-01-22
EMR EMERSON ELEC CO COM8.7K shares1.18%2025-12-312026-01-22
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF25.5K shares96.50%2025-12-312026-01-22
IJK iShares S&P Mid-Cap Growth ETF11.7K shares0.07%2025-12-312026-01-22
GLD SPDR GOLD SHARES2.8K shares5.33%2025-12-312026-01-22
PTL INSPIRE 500 ETF4.5K shares217.06%2025-12-312026-01-22
J JACOBS SOLUTIONS INC COM8.4K shares-0.18%2025-12-312026-01-22
IWM ISHARES RUSSELL 2000 ETF4.5K shares16.76%2025-12-312026-01-22
TMUS T-MOBILE US INC COM5.4K shares5.84%2025-12-312026-01-22
DFSV DIMENSIONAL US SMALL CAP VALUE ETF33.2K shares3.13%2025-12-312026-01-22
QQH HCM DEFENDER 100 INDEX ETF14.0K shares-3.30%2025-12-312026-01-22
ICE INTERCONTINENTAL EXCHANGE INC COM6.7K shares-0.33%2025-12-312026-01-22
O REALTY INCOME CORP COM19.1K shares20.73%2025-12-312026-01-22
PANW Palo Alto Networks5.8K shares26.61%2025-12-312026-01-22
PAAA PGIM AAA CLO ETF20.6K shares27.20%2025-12-312026-01-22
CRK COMSTOCK RES INC COM45.4K shares23.87%2025-12-312026-01-22
MO Altria Group18.0K shares-1.38%2025-12-312026-01-22
TYL TYLER TECHNOLOGIES INC COM2.3K shares-11.73%2025-12-312026-01-22
QCOM Qualcomm5.9K shares0.02%2025-12-312026-01-22
IWO ISHARES RUSSELL 2000 GROWTH ETF3.1K shares4.28%2025-12-312026-01-22
LGH HCM DEFENDER 500 INDEX ETF16.1K shares-2.69%2025-12-312026-01-22
AJG GALLAGHER ARTHUR J & CO COM3.8K shares-0.03%2025-12-312026-01-22
APLD APPLIED DIGITAL CORP COM NEW39.6K shares-0.50%2025-12-312026-01-22
IEI ISHARES 3-7 YEAR TREASURY BOND ETF8.1K shares28.36%2025-12-312026-01-22
VMC VULCAN MATLS CO COM3.4K shares-0.06%2025-12-312026-01-22
SMH Semiconductor ETF2.7K shares-0.37%2025-12-312026-01-22
USFR WISDOMTREE FLOATING RATE TREASURY FUND19.0K shares-0.77%2025-12-312026-01-22
RPM RPM INTL INC COM9.1K shares0.00%2025-12-312026-01-22
TT TRANE TECHNOLOGIES PLC SHS2.4K shares0.25%2025-12-312026-01-22
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF10.9K shares0.05%2025-12-312026-01-22
LDOS LEIDOS HOLDINGS INC COM5.1K shares-0.47%2025-12-312026-01-22
GVLU GOTHAM 1000 VALUE ETF36.4K shares6.07%2025-12-312026-01-22
URI UNITED RENTALS INC COM1.1K shares-0.45%2025-12-312026-01-22
PNC PNC Financial Services4.2K shares-0.26%2025-12-312026-01-22
DE Deere & Co1.9K shares0.16%2025-12-312026-01-22
PFF ISHARES PREFERRED & INCOME SECURITIES ETF28.1K shares18.83%2025-12-312026-01-22
EFX EQUIFAX INC COM4.0K shares-0.13%2025-12-312026-01-22
FLOT ISHARES FLOATING RATE BOND ETF16.7K shares-2.50%2025-12-312026-01-22
MDY SPDR S&P MIDCAP 400 ETF TRUST1.4K shares8.62%2025-12-312026-01-22
SPYI NEOS S&P 500 HIGH INCOME ETF15.9K shares18.90%2025-12-312026-01-22
SLYV S&P Small Cap Value ETF9.1K shares-0.68%2025-12-312026-01-22
ROP ROPER TECHNOLOGIES INC COM1.9K shares-16.74%2025-12-312026-01-22
FDVV FIDELITY HIGH DIVIDEND ETF14.3K shares49.35%2025-12-312026-01-22
PM Philip Morris5.0K shares-1.24%2025-12-312026-01-22
PDI PIMCO DYNAMIC INCOME FD SHS45.4K shares23.74%2025-12-312026-01-22
VEA Vanguard FTSE Developed Markets12.7K shares39.53%2025-12-312026-01-22
MAR MARRIOTT INTL INC NEW CL A2.5K shares0.28%2025-12-312026-01-22
UBER UBER TECHNOLOGIES INC COM9.5K shares-56.23%2025-12-312026-01-22
PSX PHILLIPS 66 COM6.0K shares0.27%2025-12-312026-01-22
BP BP PLC SPONSORED ADR22.2K shares-1.73%2025-12-312026-01-22
STT STATE STR CORP COM6.0K sharesnew addition2025-12-312026-01-22
UTES VIRTUS REAVES UTILITIES ETF9.7K shares19.07%2025-12-312026-01-22
IEF ISHARES 7-10 YEAR TREASURY BOND ETF7.9K shares1.41%2025-12-312026-01-22
CMA Comerica Inc8.7K shares0.46%2025-12-312026-01-22
SPD SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF19.3K shares1.39%2025-12-312026-01-22
WMB Williams Company12.5K sharesnew addition2025-12-312026-01-22
ET ENERGY TRANSFER L P COM UT LTD PTN45.6K shares4.26%2025-12-312026-01-22
PSTG PURE STORAGE INC CL A11.2K shares2.12%2025-12-312026-01-22
SDIV GLOBAL X SUPERDIVIDEND ETF31.2K shares24.20%2025-12-312026-01-22
PTC PTC INC COM4.3K shares-0.09%2025-12-312026-01-22
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF48.7K shares23.22%2025-12-312026-01-22
LHX L3HARRIS TECHNOLOGIES INC COM2.5K shares11.96%2025-12-312026-01-22
IWR ISHARES RUSSELL MIDCAP ETF7.7K shares0.18%2025-12-312026-01-22
EXPE EXPEDIA GROUP INC COM NEW2.6K shares5.17%2025-12-312026-01-22
AMT American Tower4.2K shares-13.34%2025-12-312026-01-22
GGG GRACO INC COM8.8K shares0.10%2025-12-312026-01-22
VGK VANGUARD FTSE EUROPE ETF8.5K shares10.81%2025-12-312026-01-22
Medtronic Medtronic7.4K shares-3.14%2025-12-312026-01-22
VDE VANGUARD ENERGY ETF5.6K shares-26.07%2025-12-312026-01-22
EFA ISHARES MSCI EAFE ETF7.3K shares9.22%2025-12-312026-01-22
SCHX Schwab U.S. Large-Cap ETF25.9K shares0.01%2025-12-312026-01-22
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF14.3K shares17.68%2025-12-312026-01-22
IGSB iShares 1-3 Year Credit Bond ETF12.8K shares8.23%2025-12-312026-01-22
GH GUARDANT HEALTH INC COM6.6K shares-6.91%2025-12-312026-01-22
IEMG iShares Core MSCI Emerging Markets ETF9.9K shares13.26%2025-12-312026-01-22
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF7.9K shares4.97%2025-12-312026-01-22
XLY Consumer Discretionary Sector ETF5.5K shares103.34%2025-12-312026-01-22
SCHA Schwab U.S. Small-Cap22.9K shares7.61%2025-12-312026-01-22
ACM AECOM COM6.8K shares-1.57%2025-12-312026-01-22
IWV ISHARES RUSSELL 3000 ETF1.7K shares-2.29%2025-12-312026-01-22
Accenture Accenture2.4K shares6.65%2025-12-312026-01-22
QUAL iShares Edge MSCI USA Quality Factor3.2K shares-6.46%2025-12-312026-01-22
SPGI S&P GLOBAL INC COM1.2K shares2.72%2025-12-312026-01-22
IJJ iShares S&P Mid-Cap Value ETF4.8K shares2.91%2025-12-312026-01-22
CDNS CADENCE DESIGN SYSTEM INC COM2.0K shares1.37%2025-12-312026-01-22
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A7.5K shares6.32%2025-12-312026-01-22
SCHW SCHWAB CHARLES CORP COM6.2K shares1.22%2025-12-312026-01-22
ALLW SPDR Bridgewater All Weather ETF22.2K sharesnew addition2025-12-312026-01-22
CL COLGATE PALMOLIVE CO COM7.7K shares-14.38%2025-12-312026-01-22
Blackrock Blackrock563 shares-0.53%2025-12-312026-01-22
CLH CLEAN HARBORS INC COM2.6K shares-17.51%2025-12-312026-01-22
CRM SALESFORCE INC COM2.3K shares-22.28%2025-12-312026-01-22
CORZZ CORE SCIENTIFIC INC NEW WT EXP 01232941.2K shares-2.96%2025-12-312026-01-22
EXC EXELON CORP COM13.7K shares-5.86%2025-12-312026-01-22
F FORD MTR CO COM44.8K shares-4.26%2025-12-312026-01-22
GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI45.6K shares-16.94%2025-12-312026-01-22
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF2.4K shares1.47%2025-12-312026-01-22
AEP AMERICAN ELEC PWR CO INC COM5.1K shares1.65%2025-12-312026-01-22
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF13.4K shares213.12%2025-12-312026-01-22
XEL XCEL ENERGY INC COM7.6K shares0.81%2025-12-312026-01-22
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF9.5K shares43.44%2025-12-312026-01-22
ARKK ARK INNOVATION ETF7.2K shares12.16%2025-12-312026-01-22
SPYC SIMPLIFY US EQUITY PLUS CONVEXITY ETF12.8K shares-3.78%2025-12-312026-01-22
PECO PHILLIPS EDISON & CO INC COMMON STOCK15.4K shares-17.12%2025-12-312026-01-22
WRB BERKLEY W R CORP COM7.8K shares0.04%2025-12-312026-01-22
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF13.6K shares0.00%2025-12-312026-01-22
UNP Union Pacific2.3K shares14.49%2025-12-312026-01-22
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF9.3K shares6.90%2025-12-312026-01-22
MMM 3M Company3.3K shares-3.60%2025-12-312026-01-22
ALL Allstate2.5K shares0.88%2025-12-312026-01-22
ROK ROCKWELL AUTOMATION INC COM1.3K shares3.50%2025-12-312026-01-22
TDY TELEDYNE TECHNOLOGIES INC COM997 shares2.26%2025-12-312026-01-22
FBNC FIRST BANCORP N C COM10.0K shares0.00%2025-12-312026-01-22
VHT VANGUARD HEALTH CARE ETF1.8K shares27.62%2025-12-312026-01-22
SOXX ISHARES SEMICONDUCTOR ETF1.7K shares-12.21%2025-12-312026-01-22
IYY ISHARES DOW JONES U.S. ETF3.0K shares0.30%2025-12-312026-01-22
BMY Bristol Myers Squibb9.3K shares-31.80%2025-12-312026-01-22
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF6.4K shares1.74%2025-12-312026-01-22
ISRG Intuitive Surgical874 shares-81.35%2025-12-312026-01-22
IDU ISHARES U.S. UTILITIES ETF4.5K shares12.47%2025-12-312026-01-22
EFR EATON VANCE SR FLTNG RTE TR COM43.6K shares-23.22%2025-12-312026-01-22
SCHB Schwab U.S. Broad Market18.4K shares9.56%2025-12-312026-01-22
VFH VANGUARD FINANCIALS ETF3.6K shares-5.12%2025-12-312026-01-22
MBB ISHARES MBS ETF5.1K shares30.54%2025-12-312026-01-22
VLO Valero Energy2.9K shares5.64%2025-12-312026-01-22
JPST JPMORGAN ULTRA-SHORT INCOME ETF9.3K shares5.33%2025-12-312026-01-22
FDX FEDEX CORP COM1.6K shares0.90%2025-12-312026-01-22
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF7.2K shares13.47%2025-12-312026-01-22
IWD ISHARES RUSSELL 1000 VALUE ETF2.1K shares16.17%2025-12-312026-01-22
MLM MARTIN MARIETTA MATLS INC COM702 shares2.63%2025-12-312026-01-22
D Dominion7.4K shares3.81%2025-12-312026-01-22
AGG ISHARES CORE U.S. AGGREGATE BOND ETF4.3K shares86.12%2025-12-312026-01-22
IJH ISHARES CORE S&P MID-CAP ETF6.5K shares53.05%2025-12-312026-01-22
CORZW CORE SCIENTIFIC INC NEW WT EXP 01232750.9K shares-6.52%2025-12-312026-01-22
KR KROGER CO COM6.9K shares42.31%2025-12-312026-01-22
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF7.8K shares46.73%2025-12-312026-01-22
HALO HALOZYME THERAPEUTICS INC COM6.1K shares-0.07%2025-12-312026-01-22
EPD ENTERPRISE PRODS PARTNERS L P COM12.8K shares17.05%2025-12-312026-01-22
GDDY GODADDY INC CL A3.2K shares-18.79%2025-12-312026-01-22
IAT ISHARES U.S. REGIONAL BANKS ETF7.3K shares-41.60%2025-12-312026-01-22
MDLZ MONDELEZ INTL INC CL A7.4K shares-4.46%2025-12-312026-01-22
FTNT Fortinet5.0K shares-1.26%2025-12-312026-01-22
XLG INVESCO S&P 500 TOP 50 ETF6.7K shares15.87%2025-12-312026-01-22
YUM YUM BRANDS INC COM2.6K shares-1.21%2025-12-312026-01-22
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER16.8K shares19.21%2025-12-312026-01-22
GXO GXO LOGISTICS INCORPORATED COMMON STOCK7.5K shares18.22%2025-12-312026-01-22
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF7.1K shares-3.39%2025-12-312026-01-22
XBI Biotech ETF3.2K shares-12.11%2025-12-312026-01-22
IWY ISHARES RUSSELL TOP 200 GROWTH ETF1.4K shares0.00%2025-12-312026-01-22
ITA iShares U.S. Aerospace & Defense1.8K shares-2.39%2025-12-312026-01-22
GIS GENERAL MLS INC COM8.3K shares-26.78%2025-12-312026-01-22
SON SONOCO PRODS CO COM8.8K shares5.39%2025-12-312026-01-22
CHTR Charter Communications1.8K shares-0.60%2025-12-312026-01-22
NUE NUCOR CORP COM2.3K shares-7.80%2025-12-312026-01-22
DTE DTE ENERGY CO COM2.9K shares2.29%2025-12-312026-01-22
PGR PROGRESSIVE CORP COM1.6K shares-4.56%2025-12-312026-01-22
QQQM INVESCO NASDAQ 100 ETF1.5K shares-16.70%2025-12-312026-01-22
TRGP TARGA RES CORP COM2.0K sharesnew addition2025-12-312026-01-22
FCX Freeport-McMoran7.1K shares15.55%2025-12-312026-01-22
ARES ARES MANAGEMENT CORPORATION CL A COM STK2.2K shares-32.88%2025-12-312026-01-22
IXJ ISHARES GLOBAL HEALTHCARE ETF3.7K shares-0.05%2025-12-312026-01-22
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF14.3K shares-10.20%2025-12-312026-01-22
ETR ENTERGY CORP NEW COM3.9K shares1.97%2025-12-312026-01-22
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF2.7K shares12.13%2025-12-312026-01-22
USB US BANCORP DEL COM NEW6.7K shares-2.10%2025-12-312026-01-22
RGLD ROYAL GOLD INC COM1.6K sharesnew addition2025-12-312026-01-22
ETY EATON VANCE TAX-MANAGED DIVERS COM22.9K shares-1.29%2025-12-312026-01-22
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF3.0K shares-1.30%2025-12-312026-01-22
CORZ CORE SCIENTIFIC INC NEW COM23.8K shares-8.64%2025-12-312026-01-22
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF3.8K sharesnew addition2025-12-312026-01-22
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF2.2K shares26.78%2025-12-312026-01-22
KMB KIMBERLY-CLARK CORP COM3.4K shares-44.94%2025-12-312026-01-22
GILD Gilead Sciences2.8K shares1.84%2025-12-312026-01-22
NSC NORFOLK SOUTHN CORP COM1.2K shares-3.55%2025-12-312026-01-22
BND VANGUARD TOTAL BOND MARKET ETF4.5K shares-24.90%2025-12-312026-01-22
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH7.4K shares0.00%2025-12-312026-01-22
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER7.9K shares57.38%2025-12-312026-01-22
SHY ISHARES 1-3 YEAR TREASURY BOND ETF3.9K shares0.00%2025-12-312026-01-22
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF4.0K shares23.35%2025-12-312026-01-22
TMO THERMO FISHER SCIENTIFIC INC COM552 shares17.20%2025-12-312026-01-22
ETHE GRAYSCALE ETHEREUM STAKING ETF13.1K shares1.89%2025-12-312026-01-22
VWO Vanguard FTSE Emerging Markets5.9K sharesnew addition2025-12-312026-01-22
IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF5.7K shares32.53%2025-12-312026-01-22
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF15.4K shares0.00%2025-12-312026-01-22
SVOL SIMPLIFY VOLATILITY PREMIUM ETF17.3K shares-49.56%2025-12-312026-01-22
QTUM Defiance Quantum ETF2.7K shares-8.13%2025-12-312026-01-22
ECL ECOLAB INC COM1.1K shares29.25%2025-12-312026-01-22
IUSG ISHARES CORE S&P U.S. GROWTH ETF1.8K sharesnew addition2025-12-312026-01-22
TYG TORTOISE ENERGY INFRSTRCTR CP COM7.2K shares-3.93%2025-12-312026-01-22
UTHR UNITED THERAPEUTICS CORP DEL COM604 sharesnew addition2025-12-312026-01-22
TSCO TRACTOR SUPPLY CO COM5.8K shares-53.49%2025-12-312026-01-22
GDX VANECK GOLD MINERS ETF3.4K shares5.18%2025-12-312026-01-22
LBRDK LIBERTY BROADBAND CORP COM SER C6.0K shares0.47%2025-12-312026-01-22
IVLU ISHARES MSCI INTL VALUE FACTOR ETF7.6K shares5.26%2025-12-312026-01-22
TLT ISHARES 20 YEAR TREASURY BOND ETF3.3K shares-38.88%2025-12-312026-01-22
PRU Prudential Financial2.6K shares-10.52%2025-12-312026-01-22
TTWO Take-Two Interactive1.1K shares-2.52%2025-12-312026-01-22
AGNC AGNC INVT CORP COM26.7K shares0.00%2025-12-312026-01-22
DASH DoorDash1.3K sharesnew addition2025-12-312026-01-22
SDY STATE STREET SPDR S&P DIVIDEND ETF2.0K shares-4.76%2025-12-312026-01-22
GPN GLOBAL PMTS INC COM3.6K shares-40.28%2025-12-312026-01-22
ILCG ISHARES MORNINGSTAR GROWTH ETF2.7K shares0.00%2025-12-312026-01-22
SNOW SNOWFLAKE INC COM SHS1.3K shares0.55%2025-12-312026-01-22
PHM Pulte Group2.4K shares-18.95%2025-12-312026-01-22
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF4.6K shares0.00%2025-12-312026-01-22
AHR AMERICAN HEALTHCARE REIT INC COM SHS5.8K shares-21.85%2025-12-312026-01-22
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF1.7K shares19.93%2025-12-312026-01-22
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF4.7K shares0.62%2025-12-312026-01-22
ASTS AST SPACEMOBILE INC COM CL A3.7K sharesnew addition2025-12-312026-01-22
CTVA CORTEVA INC COM4.0K shares-3.22%2025-12-312026-01-22
IYG ISHARES US FINANCIAL SERVICES ETF2.9K shares3.60%2025-12-312026-01-22
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK10.1K shares-19.24%2025-12-312026-01-22
IYJ ISHARES U.S. INDUSTRIALS ETF1.8K shares0.17%2025-12-312026-01-22
IYF ISHARES U.S. FINANCIALS ETF2.0K shares0.45%2025-12-312026-01-22
RF REGIONS FINANCIAL CORP NEW COM9.5K shares1.15%2025-12-312026-01-22
CB CHUBB LIMITED COM822 shares-0.48%2025-12-312026-01-22
WMS ADVANCED DRAIN SYS INC DEL COM1.8K shares0.00%2025-12-312026-01-22
TRV TRAVELERS COMPANIES INC COM880 shares0.23%2025-12-312026-01-22
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST5.9K shares-8.49%2025-12-312026-01-22
PKE PARK AEROSPACE CORP COM11.8K shares0.65%2025-12-312026-01-22
MU MICRON TECHNOLOGY INC COM881 sharesnew addition2025-12-312026-01-22
EOG EOG Resources2.4K shares-61.61%2025-12-312026-01-22
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF6.0K shares0.00%2025-12-312026-01-22
USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.7K shares-5.00%2025-12-312026-01-22
GNRC GENERAC HLDGS INC COM1.8K shares1.38%2025-12-312026-01-22
IYW ISHARES U.S. TECHNOLOGY ETF1.2K shares6.27%2025-12-312026-01-22
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF4.6K shares1.77%2025-12-312026-01-22
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF5.3K sharesnew addition2025-12-312026-01-22
ESGV VANGUARD ESG U.S. STOCK ETF2.0K shares0.10%2025-12-312026-01-22
SRE SEMPRA COM2.7K shares1.08%2025-12-312026-01-22
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR7.2K shares4.35%2025-12-312026-01-22
FDUS FIDUS INVT CORP COM12.3K shares-5.56%2025-12-312026-01-22
STRK STRATEGY INC SERIES A PERP PF3.0K shares7.04%2025-12-312026-01-22
WBD WARNER BROS DISCOVERY INC COM SER A8.1K sharesnew addition2025-12-312026-01-22
SPYV S&P Value ETF4.0K shares-9.96%2025-12-312026-01-22
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE5.5K shares-2.67%2025-12-312026-01-22
USLM UNITED STS LIME & MINERALS INC COM1.9K shares0.00%2025-12-312026-01-22
TMFC MOTLEY FOOL 100 INDEX ETF3.1K shares0.00%2025-12-312026-01-22
CAH CARDINAL HEALTH INC COM1.1K sharesnew addition2025-12-312026-01-22
NNN NNN REIT INC COM5.6K shares-2.58%2025-12-312026-01-22
HDV iShares High Dividend ETF1.8K shares-2.03%2025-12-312026-01-22
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK2.6K sharesnew addition2025-12-312026-01-22
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF2.0K sharesnew addition2025-12-312026-01-22
DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS10.3K shares0.00%2025-12-312026-01-22
NVS Novartis1.6K sharesnew addition2025-12-312026-01-22
SCHO SCHWAB SHORT-TERM US TREASURY ETF8.8K sharesnew addition2025-12-312026-01-22
CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF2.6K sharesnew addition2025-12-312026-01-22
NKE Nike3.3K sharesnew addition2025-12-312026-01-22
PZZA PAPA JOHNS INTL INC COM5.4K sharesnew addition2025-12-312026-01-22
VRT VERTIV HOLDINGS CO COM CL A1.3K sharesnew addition2025-12-312026-01-22
HCA HCA HEALTHCARE INC COM442 sharesnew addition2025-12-312026-01-22
ES EVERSOURCE ENERGY COM3.1K shares-1.61%2025-12-312026-01-22
RECS COLUMBIA RESEARCH ENHANCED CORE ETF5.0K shares-25.18%2025-12-312026-01-22
RIO Rio Tinto PLC ADR2.6K sharesnew addition2025-12-312026-01-22
SBUX Starbucks2.4K shares0.29%2025-12-312026-01-22
ESGU ISHARES ESG AWARE MSCI USA ETF1.4K sharesnew addition2025-12-312026-01-22
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF898 sharesnew addition2025-12-312026-01-22
HL HECLA MNG CO COM10.0K shares0.00%2025-12-312026-01-22
OPEN OPENDOOR TECHNOLOGIES INC COM24.4K shares107.83%2025-12-312026-01-22
ACHR ARCHER AVIATION INC COM CL A17.6K shares-2.09%2025-12-312026-01-22
HLN HALEON PLC SPON ADS11.7K shares0.00%2025-12-312026-01-22
MDXG MIMEDX GROUP INC COM15.8K shares0.00%2025-12-312026-01-22
FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK15.1K shares-47.02%2025-12-312026-01-22
Call Option Holdings
NAKA Call CallKINDLY MD INC COM20.0K sharesnew addition2025-12-312026-01-22
Put Option Holdings
No put option holdings data available