The Analysis of Financial Engines Advisors L.L.C.'s Holdings
Currently, Financial Engines Advisors L.L.C. holds 539 types of securities in its portfolio with a total value $52.8B. In the most recent quarter, they have increased their positions in N/A (+4.8M shares, valued at $312.7M), IGIB (+3.3M shares, valued at $175.2M), SPTI (+3.0M shares, valued at $86.8M); decreased their positions in VUG (-321.8K shares, valued at $157.0M), KOMP (-2.0M shares, valued at $117.8M), SPSM (-1.9M shares, valued at $87.8M); initiated new positions in N/A (+4.8M shares, valued at $312.7M), BK (+151.2K shares, valued at $17.6M), VUSB (+18.2K shares, valued at $905.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYV SPDR SERIES TRUST81.8M shares0.10%2025-12-312026-02-12
SPMB SPDR SERIES TRUST188.8M shares1.48%2025-12-312026-02-12 SCHF SCHWAB STRATEGIC TR157.0M shares-0.15%2025-12-312026-02-12 IGIB ISHARES TR63.2M shares5.43%2025-12-312026-02-12 VUG VANGUARD INDEX FDS6.5M shares-4.72%2025-12-312026-02-12 SPDW SPDR INDEX SHS FDS57.2M shares-2.18%2025-12-312026-02-12 XT ISHARES TR32.8M shares-1.24%2025-12-312026-02-12 SPYG SPDR SERIES TRUST17.3M shares-3.92%2025-12-312026-02-12 KOMP SPDR SERIES TRUST29.8M shares-6.20%2025-12-312026-02-12 IWD ISHARES TR8.4M shares-1.87%2025-12-312026-02-12 SCHM SCHWAB STRATEGIC TR58.0M shares-1.42%2025-12-312026-02-12 SCHV SCHWAB STRATEGIC TR50.8M shares-2.17%2025-12-312026-02-12 SPTL SPDR SERIES TRUST54.2M shares3.88%2025-12-312026-02-12 SCHK SCHWAB STRATEGIC TR43.7M shares-2.13%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX24.4M shares1.16%2025-12-312026-02-12 SPTI SPDR SERIES TRUST44.1M shares7.33%2025-12-312026-02-12 SCHH SCHWAB STRATEGIC TR60.0M shares5.19%2025-12-312026-02-12 LQD ISHARES TR11.1M shares2.51%2025-12-312026-02-12 SCHG SCHWAB STRATEGIC TR34.0M shares-4.51%2025-12-312026-02-12 SPSM SPDR SERIES TRUST21.1M shares-8.14%2025-12-312026-02-12 IJR ISHARES TR7.8M shares0.60%2025-12-312026-02-12 IAGG ISHARES TR16.1M shares4.62%2025-12-312026-02-12 SPEM SPDR INDEX SHS FDS17.0M shares-2.06%2025-12-312026-02-12 IJH ISHARES TR8.2M shares-0.92%2025-12-312026-02-12 SCHE SCHWAB STRATEGIC TR16.2M shares-2.97%2025-12-312026-02-12 IEI ISHARES TR4.3M shares0.80%2025-12-312026-02-12 SPYM SPDR SERIES TRUST5.1M shares1.47%2025-12-312026-02-12 NANR SPDR INDEX SHS FDS5.5M shares-3.72%2025-12-312026-02-12 VNQ VANGUARD INDEX FDS3.4M shares1.60%2025-12-312026-02-12 TECB ISHARES TR3.9M shares-4.73%2025-12-312026-02-12 VCSH VANGUARD SCOTTSDALE FDS3.0M shares0.61%2025-12-312026-02-12 EFA ISHARES TR1.6M shares-2.19%2025-12-312026-02-12 IVV ISHARES TR218.7K shares-2.05%2025-12-312026-02-12 SCHA SCHWAB STRATEGIC TR4.8M shares-3.11%2025-12-312026-02-12 VTI VANGUARD INDEX FDS382.6K shares-0.86%2025-12-312026-02-12 IJK ISHARES TR1.3M shares-2.45%2025-12-312026-02-12 SCHZ SCHWAB STRATEGIC TR5.4M shares-0.57%2025-12-312026-02-12 MDYG SPDR SERIES TRUST1.3M shares-1.88%2025-12-312026-02-12 DFAC DIMENSIONAL ETF TRUST3.1M shares-3.36%2025-12-312026-02-12 SLYG SPDR SERIES TRUST1.1M shares-2.53%2025-12-312026-02-12 MDYV SPDR SERIES TRUST1.3M shares-1.94%2025-12-312026-02-12 SLYV SPDR SERIES TRUST1.2M shares-2.86%2025-12-312026-02-12 IJJ ISHARES TR662.5K shares-1.93%2025-12-312026-02-12 IWO ISHARES TR254.2K shares-4.73%2025-12-312026-02-12 BND VANGUARD BD INDEX FDS1.0M shares0.34%2025-12-312026-02-12 VCRB VANGUARD MALVERN FDS929.3K shares6.26%2025-12-312026-02-12 EFAV ISHARES TR797.2K shares-1.94%2025-12-312026-02-12 VMBS VANGUARD SCOTTSDALE FDS1.5M shares-10.88%2025-12-312026-02-12 MUB ISHARES TR599.7K shares1.02%2025-12-312026-02-12 IVE ISHARES TR231.4K shares-2.87%2025-12-312026-02-12 AVLV AMERICAN CENTY ETF TR639.8K shares3.42%2025-12-312026-02-12 AAPL APPLE INC176.8K shares-8.59%2025-12-312026-02-12 MSFT MICROSOFT CORP94.4K shares-9.06%2025-12-312026-02-12 VTV VANGUARD INDEX FDS237.6K shares-26.03%2025-12-312026-02-12 SPHD INVESCO EXCH TRADED FD TR914.8K shares-1.50%2025-12-312026-02-12 VTEB VANGUARD MUN BD FDS844.4K shares-0.13%2025-12-312026-02-12 DFAX DIMENSIONAL ETF TRUST1.3M shares-6.16%2025-12-312026-02-12 LVHD LEGG MASON ETF INVT1000.0K shares-2.33%2025-12-312026-02-12 NVDA NVIDIA CORPORATION212.0K shares-2.43%2025-12-312026-02-12 IBIT ISHARES BITCOIN TRUST ETF786.2K shares29.01%2025-12-312026-02-12 AGG ISHARES TR368.0K shares-20.26%2025-12-312026-02-12 ALPHABET INC ALPHABET INC110.2K shares-9.74%2025-12-312026-02-12 IEFA ISHARES TR375.2K shares-2.18%2025-12-312026-02-12 DFIC DIMENSIONAL ETF TRUST962.6K shares-7.35%2025-12-312026-02-12 TFI SPDR SERIES TRUST724.2K shares-1.24%2025-12-312026-02-12 SHM SPDR SERIES TRUST665.0K shares-1.25%2025-12-312026-02-12 IUSV ISHARES TR289.0K shares17.91%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR41.5K shares3.53%2025-12-312026-02-12 AMZN AMAZON COM INC122.5K shares-2.70%2025-12-312026-02-12 IVW ISHARES TR221.7K shares-4.11%2025-12-312026-02-12 VB VANGUARD INDEX FDS91.9K shares1.29%2025-12-312026-02-12 BIV VANGUARD BD INDEX FDS301.2K shares1.33%2025-12-312026-02-12 DFEM DIMENSIONAL ETF TRUST667.3K shares1.44%2025-12-312026-02-12 ALPHABET INC ALPHABET INC68.4K shares0.85%2025-12-312026-02-12 DFAT DIMENSIONAL ETF TRUST342.5K shares-0.78%2025-12-312026-02-12 DFUV DIMENSIONAL ETF TRUST412.5K shares-1.01%2025-12-312026-02-12 ABBV ABBVIE INC83.4K shares1.14%2025-12-312026-02-12 MBB ISHARES TR196.3K shares23.20%2025-12-312026-02-12 BSV VANGUARD BD INDEX FDS223.1K shares6.68%2025-12-312026-02-12 BK BANK NEW YORK MELLON CORP151.2K sharesnew addition2025-12-312026-02-12 SHV ISHARES TR151.5K shares-1.75%2025-12-312026-02-12 SPBO SPDR SERIES TRUST566.7K shares9.14%2025-12-312026-02-12 CTMX CYTOMX THERAPEUTICS INC3.8M shares177.17%2025-12-312026-02-12 VO VANGUARD INDEX FDS55.5K shares-58.48%2025-12-312026-02-12 ICSH ISHARES TR313.7K shares1.93%2025-12-312026-02-12 ODFL OLD DOMINION FREIGHT LINE99.6K shares7.22%2025-12-312026-02-12 DFAI DIMENSIONAL ETF TRUST409.5K shares8.41%2025-12-312026-02-12 SCHP SCHWAB STRATEGIC TR581.1K shares1.46%2025-12-312026-02-12 DFLV DIMENSIONAL ETF TRUST445.5K shares2.01%2025-12-312026-02-12 ESGD ISHARES TR159.7K shares7.51%2025-12-312026-02-12 META META PLATFORMS INC23.0K shares-4.19%2025-12-312026-02-12 VEA VANGUARD TAX-MANAGED FDS240.6K shares-0.82%2025-12-312026-02-12 IEMG ISHARES INC211.8K shares-3.82%2025-12-312026-02-12 IWF ISHARES TR29.9K shares-7.65%2025-12-312026-02-12 VV VANGUARD INDEX FDS44.7K shares-4.38%2025-12-312026-02-12 DFAS DIMENSIONAL ETF TRUST200.3K shares2.39%2025-12-312026-02-12 BA BOEING CO63.5K shares-3.86%2025-12-312026-02-12 TSLA TESLA INC25.8K shares-15.82%2025-12-312026-02-12 DFSV DIMENSIONAL ETF TRUST333.8K shares0.89%2025-12-312026-02-12 EAGG ISHARES TR225.0K shares10.92%2025-12-312026-02-12 TLH ISHARES TR102.4K shares-31.40%2025-12-312026-02-12 VEU VANGUARD INTL EQUITY INDEX137.5K shares1.27%2025-12-312026-02-12 DUHP DIMENSIONAL ETF TRUST261.4K shares-6.88%2025-12-312026-02-12 BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2025-12-312026-02-12 IJT ISHARES TR68.9K shares7.60%2025-12-312026-02-12 VTWO VANGUARD SCOTTSDALE FDS92.0K shares-4.13%2025-12-312026-02-12 IBTG ISHARES TR396.6K shares18.87%2025-12-312026-02-12 BWX SPDR SERIES TRUST397.1K shares1.35%2025-12-312026-02-12 DFUS DIMENSIONAL ETF TRUST120.3K shares-15.69%2025-12-312026-02-12 SUSB ISHARES TR337.4K shares11.54%2025-12-312026-02-12 LEGR FIRST TR EXCHANGE-TRADED FD140.3K shares-1.78%2025-12-312026-02-12 VCIT VANGUARD SCOTTSDALE FDS97.3K shares18.08%2025-12-312026-02-12 USSG DBX ETF TR120.5K shares4.77%2025-12-312026-02-12 IBTH ISHARES TR340.2K shares9.93%2025-12-312026-02-12 DFIV DIMENSIONAL ETF TRUST150.4K shares1.42%2025-12-312026-02-12 SUSC ISHARES TR317.9K shares12.94%2025-12-312026-02-12 DISV DIMENSIONAL ETF TRUST190.4K shares-2.59%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.22.4K shares-2.67%2025-12-312026-02-12 IJS ISHARES TR63.2K shares-9.45%2025-12-312026-02-12 IWM ISHARES TR29.1K shares-3.67%2025-12-312026-02-12 CVMC MORGAN STANLEY ETF TRUST110.5K shares9.00%2025-12-312026-02-12 ESML ISHARES TR151.8K shares3.84%2025-12-312026-02-12 DFGR DIMENSIONAL ETF TRUST262.6K shares-19.93%2025-12-312026-02-12 SLQD ISHARES TR135.2K shares11.73%2025-12-312026-02-12 GOVT ISHARES TR296.0K shares24.71%2025-12-312026-02-12 ESGV VANGUARD WORLD FD56.0K shares5.12%2025-12-312026-02-12 GNMA ISHARES TR150.1K shares1.10%2025-12-312026-02-12 IBTI ISHARES TR298.8K shares61.99%2025-12-312026-02-12 KMI KINDER MORGAN INC DEL236.9K shares-2.67%2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR44.7K shares96.55%2025-12-312026-02-12 DIHP DIMENSIONAL ETF TRUST201.2K shares-0.78%2025-12-312026-02-12 EFIV SPDR SERIES TRUST94.5K shares7.80%2025-12-312026-02-12 AVUS AMERICAN CENTY ETF TR55.1K shares2.59%2025-12-312026-02-12 SCHB SCHWAB STRATEGIC TR233.6K shares-0.22%2025-12-312026-02-12 HD HOME DEPOT INC17.1K shares0.08%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC32.8K shares-17.69%2025-12-312026-02-12 SPMD SPDR SERIES TRUST99.3K shares-1.58%2025-12-312026-02-12 IWB ISHARES TR15.1K shares-4.34%2025-12-312026-02-12 NFLX NETFLIX INC56.6K shares862.25%2025-12-312026-02-12 IGOV ISHARES TR123.7K shares1.21%2025-12-312026-02-12 BNDX VANGUARD CHARLOTTE FDS105.1K shares4.08%2025-12-312026-02-12 MDY SPDR S&P MIDCAP 400 ETF TR8.3K shares4.13%2025-12-312026-02-12 SPIB SPDR SERIES TRUST147.3K shares1.73%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR181.9K shares-1.41%2025-12-312026-02-12 MINT PIMCO ETF TR48.4K shares-6.39%2025-12-312026-02-12 EEMX SPDR INDEX SHS FDS113.6K shares5.51%2025-12-312026-02-12 BOTZ GLOBAL X FDS131.0K shares-1.54%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS21.2K shares1.01%2025-12-312026-02-12 IUSB ISHARES TR100.1K shares9.74%2025-12-312026-02-12 WTW WILLIS TOWERS WATSON PLC14.1K shares-4.73%2025-12-312026-02-12 BROADCOM INC BROADCOM INC13.3K shares-1.92%2025-12-312026-02-12 VBK VANGUARD INDEX FDS15.0K shares-2.79%2025-12-312026-02-12 VOT VANGUARD INDEX FDS15.7K shares-2.23%2025-12-312026-02-12 QQQM INVESCO EXCH TRADED FD TR17.3K shares3.57%2025-12-312026-02-12 GLD SPDR GOLD TR10.8K shares-64.85%2025-12-312026-02-12 SPIP SPDR SERIES TRUST165.4K shares8.29%2025-12-312026-02-12 VSAT VIASAT INC123.0K shares-35.32%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW4.7K shares-4.82%2025-12-312026-02-12 TLT ISHARES TR46.4K shares-67.29%2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING15.7K shares0.47%2025-12-312026-02-12 JPST J P MORGAN EXCHANGE TRADED79.1K shares-16.87%2025-12-312026-02-12 IWP ISHARES TR29.1K shares-0.67%2025-12-312026-02-12 HACK AMPLIFY ETF TR49.5K shares-1.11%2025-12-312026-02-12 FLQL FRANKLIN TEMPLETON ETF TR57.1K shares-1.53%2025-12-312026-02-12 VTHR VANGUARD SCOTTSDALE FDS12.9K shares-1.55%2025-12-312026-02-12 GRNB VANECK ETF TRUST155.4K shares19.61%2025-12-312026-02-12 IWR ISHARES TR39.2K shares4.47%2025-12-312026-02-12 ABT ABBOTT LABS29.9K shares5.02%2025-12-312026-02-12 IBTJ ISHARES TR169.8K shares59.11%2025-12-312026-02-12 AMCR AMCOR PLC87.2K shares-3.27%2025-12-312026-02-12 FDIG FIDELITY COVINGTON TRUST93.5K shares-0.92%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC6.2K shares2.68%2025-12-312026-02-12 FREL FIDELITY COVINGTON TRUST132.8K shares1.91%2025-12-312026-02-12 STCE SCHWAB STRATEGIC TR58.6K shares-2.97%2025-12-312026-02-12 DFAE DIMENSIONAL ETF TRUST106.9K shares-0.80%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS11.5K shares1.85%2025-12-312026-02-12 VTES VANGUARD WELLINGTON FD33.3K shares-1.56%2025-12-312026-02-12 ORCL ORACLE CORP17.3K shares51.48%2025-12-312026-02-12 LLY ELI LILLY & CO3.1K shares2.85%2025-12-312026-02-12 IPAY AMPLIFY ETF TR62.9K shares7.69%2025-12-312026-02-12 ONON ON HLDG AG69.2K shares25.95%2025-12-312026-02-12 AXON AXON ENTERPRISE INC5.6K shares12.93%2025-12-312026-02-12 TPL TEXAS PACIFIC LAND11.0K shares146.09%2025-12-312026-02-12 SPOT SPOTIFY TECHNOLOGY S A5.5K shares6.03%2025-12-312026-02-12 VGT VANGUARD WORLD FD4.1K shares-1.57%2025-12-312026-02-12 BLOK AMPLIFY ETF TR54.7K shares-1.13%2025-12-312026-02-12 CRS CARPENTER TECHNOLOGY CORP9.8K shares8.10%2025-12-312026-02-12 IWS ISHARES TR21.6K shares4.53%2025-12-312026-02-12 ALL ALLSTATE CORP14.4K shares33.58%2025-12-312026-02-12 SPYD SPDR SERIES TRUST68.3K shares1.46%2025-12-312026-02-12 IWV ISHARES TR7.5K shares-6.88%2025-12-312026-02-12 VBR VANGUARD INDEX FDS13.5K shares-0.61%2025-12-312026-02-12 AVEM AMERICAN CENTY ETF TR36.9K shares0.88%2025-12-312026-02-12 XOM EXXON MOBIL CORP23.5K shares-0.07%2025-12-312026-02-12 YJUN FIRST TR EXCHNG TRADED FD110.1K shares-22.13%2025-12-312026-02-12 APP APPLOVIN CORP4.2K shares-8.54%2025-12-312026-02-12 WMT WALMART INC25.0K shares24.82%2025-12-312026-02-12 EFG ISHARES TR23.5K shares-0.47%2025-12-312026-02-12 ILCB ISHARES TR28.3K shares-9.23%2025-12-312026-02-12 VIOG VANGUARD ADMIRAL FDS INC22.0K shares-16.13%2025-12-312026-02-12 ITOT ISHARES TR17.8K shares-9.65%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE8.5K shares24.07%2025-12-312026-02-12 MA MASTERCARD INCORPORATED4.5K shares-1.28%2025-12-312026-02-12 NOW SERVICENOW INC16.9K shares464.58%2025-12-312026-02-12 AVMU AMERICAN CENTY ETF TR55.5K shares-12.80%2025-12-312026-02-12 TT TRANE TECHNOLOGIES PLC6.6K shares-0.41%2025-12-312026-02-12 MS MORGAN STANLEY14.0K shares27.49%2025-12-312026-02-12 V VISA INC7.1K shares-9.18%2025-12-312026-02-12 OTTR OTTER TAIL CORP30.6K shares2.00%2025-12-312026-02-12 CSCO CISCO SYS INC31.9K shares-2.45%2025-12-312026-02-12 BAC BANK AMERICA CORP44.3K shares2.99%2025-12-312026-02-12 MMC MARSH & MCLENNAN COS INC13.0K shares13.06%2025-12-312026-02-12 VXUS VANGUARD STAR FDS31.8K shares-23.87%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON11.5K shares-8.57%2025-12-312026-02-12 SUB ISHARES TR22.1K shares35.54%2025-12-312026-02-12 SDY SPDR SERIES TRUST16.9K shares0.80%2025-12-312026-02-12 NBBK NB BANCORP INC117.7K shares-8.96%2025-12-312026-02-12 DFNM DIMENSIONAL ETF TRUST48.4K shares0.47%2025-12-312026-02-12 QLD PROSHARES TR32.8K shares98.84%2025-12-312026-02-12 AVDE AMERICAN CENTY ETF TR27.9K shares7.65%2025-12-312026-02-12 EDV VANGUARD WORLD FD35.0K shares248.78%2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS15.7K shares5.59%2025-12-312026-02-12 VGIT VANGUARD SCOTTSDALE FDS37.5K shares-15.71%2025-12-312026-02-12 SCHR SCHWAB STRATEGIC TR88.7K shares19.11%2025-12-312026-02-12 SPTM SPDR SERIES TRUST26.9K shares5.41%2025-12-312026-02-12 SCHD SCHWAB STRATEGIC TR79.5K shares14.13%2025-12-312026-02-12 CWI SPDR INDEX SHS FDS60.4K shares-0.26%2025-12-312026-02-12 FNDF SCHWAB STRATEGIC TR47.3K shares0.36%2025-12-312026-02-12 EEM ISHARES TR39.1K shares-7.21%2025-12-312026-02-12 TIP ISHARES TR19.0K shares56.36%2025-12-312026-02-12 SHY ISHARES TR25.2K shares274.91%2025-12-312026-02-12 RY ROYAL BK CDA12.2K shares-5.88%2025-12-312026-02-12 VXF VANGUARD INDEX FDS10.0K shares-12.84%2025-12-312026-02-12 RTX RTX CORPORATION11.3K shares16.30%2025-12-312026-02-12 EFV ISHARES TR27.8K shares-16.53%2025-12-312026-02-12 MUNI PIMCO ETF TR37.7K shares-7.29%2025-12-312026-02-12 IBTK ISHARES TR96.6K shares50.08%2025-12-312026-02-12 VGK VANGUARD INTL EQUITY INDEX22.8K shares3.73%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO13.2K shares-6.75%2025-12-312026-02-12 IBLC ISHARES TR46.0K shares0.04%2025-12-312026-02-12 VOE VANGUARD INDEX FDS10.6K shares-8.70%2025-12-312026-02-12 GBTC GRAYSCALE BITCOIN TRUST ETF27.2K shares-13.81%2025-12-312026-02-12 CVX CHEVRON CORP NEW12.2K shares3.72%2025-12-312026-02-12 MGK VANGUARD WORLD FD4.3K shares-17.44%2025-12-312026-02-12 WFC WELLS FARGO CO NEW19.0K shares10.03%2025-12-312026-02-12 ILCG ISHARES TR16.5K shares-4.67%2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC1.9K shares2.16%2025-12-312026-02-12 BLV VANGUARD BD INDEX FDS24.4K shares-0.74%2025-12-312026-02-12 COF CAPITAL ONE FINL CORP7.0K shares27.14%2025-12-312026-02-12 FAST FASTENAL CO42.1K shares-0.55%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC5.1K shares17.08%2025-12-312026-02-12 SCHC SCHWAB STRATEGIC TR36.3K shares-1.11%2025-12-312026-02-12 EVRG EVERGY INC22.6K shares-2.75%2025-12-312026-02-12 ETHA ISHARES ETHEREUM TR72.8K shares2.81%2025-12-312026-02-12 DGRO ISHARES TR23.4K shares-5.80%2025-12-312026-02-12 GEV GE VERNOVA INC2.5K shares23.30%2025-12-312026-02-12 DUSB DIMENSIONAL ETF TRUST31.6K shares12.57%2025-12-312026-02-12 BBSC J P MORGAN EXCHANGE TRADED21.4K shares-0.60%2025-12-312026-02-12 IDV ISHARES TR39.9K shares0.30%2025-12-312026-02-12 AVUV AMERICAN CENTY ETF TR15.3K shares-2.18%2025-12-312026-02-12 DVA DAVITA INC13.6K shares3.77%2025-12-312026-02-12 IBMO ISHARES TR59.2K shares0.62%2025-12-312026-02-12 VTWV VANGUARD SCOTTSDALE FDS9.1K shares-10.76%2025-12-312026-02-12 CLPT CLEARPOINT NEURO INC105.0K shares0.21%2025-12-312026-02-12 ACWI ISHARES TR10.1K shares7.94%2025-12-312026-02-12 VHT VANGUARD WORLD FD4.9K shares-10.50%2025-12-312026-02-12 DCOR DIMENSIONAL ETF TRUST19.0K shares-3.57%2025-12-312026-02-12 CRM SALESFORCE INC5.2K shares2.95%2025-12-312026-02-12 XLI SELECT SECTOR SPDR TR8.9K shares-0.57%2025-12-312026-02-12 AMGN AMGEN INC4.2K shares-9.29%2025-12-312026-02-12 HON HONEYWELL INTL INC7.0K shares56.24%2025-12-312026-02-12 SPHQ INVESCO EXCHANGE TRADED FD17.9K shares1.19%2025-12-312026-02-12 CEG CONSTELLATION ENERGY CORP3.8K shares171.88%2025-12-312026-02-12 SYK STRYKER CORPORATION3.8K shares-1.37%2025-12-312026-02-12 DON WISDOMTREE TR25.3K shares0.00%2025-12-312026-02-12 USB US BANCORP DEL24.4K shares221.02%2025-12-312026-02-12 NEE NEXTERA ENERGY INC15.9K shares12.68%2025-12-312026-02-12 PTY PIMCO CORPORATE & INCOME97.4K shares13.97%2025-12-312026-02-12 XLE SELECT SECTOR SPDR TR28.1K shares66.45%2025-12-312026-02-12 AMT AMERICAN TOWER CORP NEW7.1K shares0.45%2025-12-312026-02-12 DFAU DIMENSIONAL ETF TRUST26.8K shares7.99%2025-12-312026-02-12 VFH VANGUARD WORLD FD9.4K shares-3.75%2025-12-312026-02-12 VOOG VANGUARD ADMIRAL FDS INC2.8K shares-11.95%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP2.5K shares-13.13%2025-12-312026-02-12 JPSE J P MORGAN EXCHANGE TRADED24.3K shares-1.39%2025-12-312026-02-12 QCOM QUALCOMM INC7.1K shares-23.98%2025-12-312026-02-12 AVDV AMERICAN CENTY ETF TR12.6K shares-1.59%2025-12-312026-02-12 SBUX STARBUCKS CORP14.1K shares-2.13%2025-12-312026-02-12 INTC INTEL CORP32.1K shares3.28%2025-12-312026-02-12 IBTL ISHARES TR56.6K shares41.88%2025-12-312026-02-12 IBMQ ISHARES TR44.2K shares216.44%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC5.2K shares-18.77%2025-12-312026-02-12 VTC VANGUARD SCOTTSDALE FDS14.4K shares135.31%2025-12-312026-02-12 SCZ ISHARES TR14.3K shares4.00%2025-12-312026-02-12 CAT CATERPILLAR INC1.9K shares-11.03%2025-12-312026-02-12 DIS DISNEY WALT CO9.7K shares7.29%2025-12-312026-02-12 SON SONOCO PRODS CO25.1K shares-5.28%2025-12-312026-02-12 XLF SELECT SECTOR SPDR TR19.9K shares-12.00%2025-12-312026-02-12 EMXC ISHARES INC14.9K shares-3.91%2025-12-312026-02-12 VT VANGUARD INTL EQUITY INDEX7.7K shares6.13%2025-12-312026-02-12 SII SPROTT INC10.9K shares-8.12%2025-12-312026-02-12 IBMP ISHARES TR41.9K shares3.16%2025-12-312026-02-12 DVY ISHARES TR7.5K shares-0.29%2025-12-312026-02-12 QUAL ISHARES TR5.3K shares51.84%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG3.5K shares25.08%2025-12-312026-02-12 XLC SELECT SECTOR SPDR TR8.9K shares-0.80%2025-12-312026-02-12 KKR & CO INC KKR & CO INC7.9K shares0.16%2025-12-312026-02-12 ADBE ADOBE INC2.9K shares7.64%2025-12-312026-02-12 UNP UNION PAC CORP4.3K shares-8.06%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC24.5K shares-46.53%2025-12-312026-02-12 MTUM ISHARES TR3.9K shares-0.15%2025-12-312026-02-12 XLB SELECT SECTOR SPDR TR21.0K shares104.84%2025-12-312026-02-12 SYM SYMBOTIC INC16.0K shares63.00%2025-12-312026-02-12 MDU MDU RES GROUP INC48.8K shares37.75%2025-12-312026-02-12 KO COCA COLA CO13.2K shares0.87%2025-12-312026-02-12 NVS NOVARTIS AG6.7K shares-0.27%2025-12-312026-02-12 VUSB VANGUARD BD INDEX FDS18.2K sharesnew addition2025-12-312026-02-12 SHYM BLACKROCK ETF TRUST II40.5K shares80.98%2025-12-312026-02-12 VIS VANGUARD WORLD FD3.0K shares-1.76%2025-12-312026-02-12 GSLC GOLDMAN SACHS ETF TR6.7K shares-1.11%2025-12-312026-02-12 VTWG VANGUARD SCOTTSDALE FDS3.7K shares1.20%2025-12-312026-02-12 CMCSA COMCAST CORP NEW30.9K shares-4.83%2025-12-312026-02-12 IYW ISHARES TR4.3K shares-0.07%2025-12-312026-02-12 XLV SELECT SECTOR SPDR TR5.5K shares-2.30%2025-12-312026-02-12 MMM 3M CO5.3K shares6.91%2025-12-312026-02-12 XLY SELECT SECTOR SPDR TR7.0K shares98.28%2025-12-312026-02-12 KNF KNIFE RIVER CORP11.8K shares3.87%2025-12-312026-02-12 DE DEERE & CO1.8K shares-12.62%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO2.2K shares7.96%2025-12-312026-02-12 LOW LOWES COS INC3.4K shares-11.65%2025-12-312026-02-12 PBD INVESCO EXCH TRADED FD TR50.2K shares-15.31%2025-12-312026-02-12 FNOV FIRST TR EXCHNG TRADED FD14.7K shares-7.51%2025-12-312026-02-12 XLP SELECT SECTOR SPDR TR10.1K shares-6.46%2025-12-312026-02-12 VONG VANGUARD SCOTTSDALE FDS6.2K shares0.66%2025-12-312026-02-12 DEM WISDOMTREE TR16.1K shares0.00%2025-12-312026-02-12 DFIS DIMENSIONAL ETF TRUST22.7K shares0.00%2025-12-312026-02-12 T AT&T INC30.0K shares1.69%2025-12-312026-02-12 VALQ AMERICAN CENTY ETF TR11.2K shares-8.10%2025-12-312026-02-12 MCD MCDONALDS CORP2.4K shares14.59%2025-12-312026-02-12 OVV OVINTIV INC18.9K shares-6.34%2025-12-312026-02-12 VFVA VANGUARD WELLINGTON FD5.6K shares-0.86%2025-12-312026-02-12 AMAT APPLIED MATLS INC2.9K shares7.28%2025-12-312026-02-12 OEF ISHARES TR2.1K shares-3.29%2025-12-312026-02-12 BKMC BNY MELLON ETF TRUST6.7K shares-3.13%2025-12-312026-02-12 ARTY ISHARES TR14.8K shares0.39%2025-12-312026-02-12 CVIE MORGAN STANLEY ETF TRUST10.0K shares5.54%2025-12-312026-02-12 EBAY EBAY INC.8.1K shares-1.01%2025-12-312026-02-12 IWY ISHARES TR2.5K shares-7.05%2025-12-312026-02-12 TRV TRAVELERS COMPANIES INC2.4K shares6.20%2025-12-312026-02-12 CVS CVS HEALTH CORP8.8K shares28.12%2025-12-312026-02-12 VOX VANGUARD WORLD FD3.6K shares-0.56%2025-12-312026-02-12 GGG GRACO INC8.2K shares4.27%2025-12-312026-02-12 COP CONOCOPHILLIPS7.2K shares0.46%2025-12-312026-02-12 DIA SPDR DOW JONES INDL AVERAGE1.4K shares-58.13%2025-12-312026-02-12 ILCV ISHARES TR6.8K shares-1.66%2025-12-312026-02-12 AVRE AMERICAN CENTY ETF TR14.5K shares-9.88%2025-12-312026-02-12 AQST AQUESTIVE THERAPEUTICS INC97.5K shares1.81%2025-12-312026-02-12 IQLT ISHARES TR13.8K shares0.76%2025-12-312026-02-12 VDE VANGUARD WORLD FD4.9K shares2.30%2025-12-312026-02-12 TJX TJX COS INC NEW4.0K shares-8.08%2025-12-312026-02-12 IBTM ISHARES TR26.0K shares7.21%2025-12-312026-02-12 ADI ANALOG DEVICES INC2.2K shares1.80%2025-12-312026-02-12 VSDM VANGUARD MUN BD FDS7.8K shares42.92%2025-12-312026-02-12 IDEV ISHARES TR7.2K shares0.00%2025-12-312026-02-12 DDWM WISDOMTREE TR13.7K shares13.38%2025-12-312026-02-12 IUSG ISHARES TR3.5K shares-30.27%2025-12-312026-02-12 VGLT VANGUARD SCOTTSDALE FDS10.5K shares1.53%2025-12-312026-02-12 AWK AMERICAN WTR WKS CO INC NEW4.4K shares3.68%2025-12-312026-02-12 PEP PEPSICO INC4.0K shares11.30%2025-12-312026-02-12 SCHO SCHWAB STRATEGIC TR23.0K shares-1.98%2025-12-312026-02-12 PULS PGIM ETF TR11.3K shares-9.72%2025-12-312026-02-12 PAG PENSKE AUTOMOTIVE GRP INC3.5K shares1.57%2025-12-312026-02-12 VKTX VIKING THERAPEUTICS INC15.6K shares5.14%2025-12-312026-02-12 IBTO ISHARES TR22.4K shares38.00%2025-12-312026-02-12 VIOO VANGUARD ADMIRAL FDS INC4.9K shares-6.20%2025-12-312026-02-12 NKE NIKE INC8.4K shares-0.80%2025-12-312026-02-12 TMDX TRANSMEDICS GROUP INC4.4K shares1.11%2025-12-312026-02-12 SJNK SPDR SERIES TRUST20.9K shares0.00%2025-12-312026-02-12 VCR VANGUARD WORLD FD1.3K shares-0.97%2025-12-312026-02-12 YUM YUM BRANDS INC3.4K shares-4.39%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC3.2K shares-42.42%2025-12-312026-02-12 HIG HARTFORD INSURANCE GROUP3.7K shares4.22%2025-12-312026-02-12 RSPT INVESCO EXCHANGE TRADED FD11.0K shares-1.82%2025-12-312026-02-12 SHOP SHOPIFY INC3.1K shares-8.36%2025-12-312026-02-12 CL COLGATE PALMOLIVE CO6.3K shares-2.80%2025-12-312026-02-12 DDM PROSHARES TR8.6K shares100.47%2025-12-312026-02-12 FUL FULLER H B CO8.2K shares-8.13%2025-12-312026-02-12 COWZ PACER FDS TR8.0K shares-0.64%2025-12-312026-02-12 IXUS ISHARES TR5.7K shares-4.72%2025-12-312026-02-12 PGR PROGRESSIVE CORP2.1K shares-14.33%2025-12-312026-02-12 TXN TEXAS INSTRS INC2.7K shares14.24%2025-12-312026-02-12 VLUE ISHARES TR3.4K shares2.61%2025-12-312026-02-12 TRN TRINITY INDS INC17.4K shares0.48%2025-12-312026-02-12 FDX FEDEX CORP1.6K shares-12.98%2025-12-312026-02-12 TMUS T-MOBILE US INC2.3K sharesnew addition2025-12-312026-02-12 ISCG ISHARES TR8.2K shares-12.02%2025-12-312026-02-12 XEL XCEL ENERGY INC6.1K shares23.53%2025-12-312026-02-12 IYF ISHARES TR3.5K shares0.00%2025-12-312026-02-12 VGSH VANGUARD SCOTTSDALE FDS7.6K shares1.24%2025-12-312026-02-12 FNF FIDELITY NATIONAL FINANCIAL8.1K shares0.00%2025-12-312026-02-12 CRWD CROWDSTRIKE HLDGS INC934 shares1.97%2025-12-312026-02-12 DNP DNP SELECT INCOME FD INC42.4K shares0.00%2025-12-312026-02-12 QTUM ETF SER SOLUTIONS3.8K shares0.76%2025-12-312026-02-12 F FORD MTR CO31.8K shares-40.56%2025-12-312026-02-12 APH AMPHENOL CORP NEW3.1K shares2.82%2025-12-312026-02-12 BBBI BONDBLOXX ETF TRUST7.8K shares0.00%2025-12-312026-02-12 GILD GILEAD SCIENCES INC3.3K shares5.53%2025-12-312026-02-12 EBC EASTERN BANKSHARES INC22.0K sharesnew addition2025-12-312026-02-12 PFE PFIZER INC16.2K shares-19.59%2025-12-312026-02-12 FIX COMFORT SYS USA INC431 shares1.65%2025-12-312026-02-12 VDC VANGUARD WORLD FD1.9K shares-5.70%2025-12-312026-02-12 FNDX SCHWAB STRATEGIC TR14.7K shares-23.08%2025-12-312026-02-12 MOAT VANECK ETF TRUST3.8K shares19.40%2025-12-312026-02-12 SPGM SPDR INDEX SHS FDS5.1K shares0.00%2025-12-312026-02-12 PKW INVESCO EXCHANGE TRADED FD2.9K shares0.00%2025-12-312026-02-12 IBMS ISHARES TR14.9K shares39.43%2025-12-312026-02-12 USMV ISHARES TR4.1K shares0.98%2025-12-312026-02-12 PFF ISHARES TR12.5K shares43.99%2025-12-312026-02-12 SPAB SPDR SERIES TRUST14.9K shares-4.19%2025-12-312026-02-12 FDNI FIRST TR EXCHANGE TRADED FD11.3K shares0.00%2025-12-312026-02-12 IBMR ISHARES TR15.1K shares7.20%2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC4.6K shares13.38%2025-12-312026-02-12 ED CONSOLIDATED EDISON INC3.8K shares13.78%2025-12-312026-02-12 EXC EXELON CORP8.5K shares90.52%2025-12-312026-02-12 CACI CACI INTL INC683 shares13.64%2025-12-312026-02-12 EWJ ISHARES INC4.5K shares8.94%2025-12-312026-02-12 PH PARKER-HANNIFIN CORP407 shares-30.19%2025-12-312026-02-12 ING ING GROEP N.V.12.7K shares38.98%2025-12-312026-02-12 ITW ILLINOIS TOOL WKS INC1.4K shares-4.56%2025-12-312026-02-12 CSM PROSHARES TR4.4K shares0.00%2025-12-312026-02-12 EME EMCOR GROUP INC559 shares1.64%2025-12-312026-02-12 ROK ROCKWELL AUTOMATION INC866 shares-0.69%2025-12-312026-02-12 NEA NUVEEN AMT FREE QLTY MUN28.8K shares0.00%2025-12-312026-02-12 HL HECLA MNG CO17.1K sharesnew addition2025-12-312026-02-12 IYC ISHARES TR3.2K shares0.00%2025-12-312026-02-12 DHR DANAHER CORPORATION1.4K shares14.77%2025-12-312026-02-12 CATH GLOBAL X FDS3.9K shares0.00%2025-12-312026-02-12 IWN ISHARES TR1.8K shares-3.01%2025-12-312026-02-12 PCAR PACCAR INC2.9K shares0.66%2025-12-312026-02-12 MO ALTRIA GROUP INC5.5K shares-45.46%2025-12-312026-02-12 UCON FIRST TR EXCHNG TRADED FD12.6K shares-71.12%2025-12-312026-02-12 IGM ISHARES TR2.4K shares-0.37%2025-12-312026-02-12 AEP AMERICAN ELEC PWR CO INC2.7K shares-3.49%2025-12-312026-02-12 UMMA LISTED FDS TR10.6K shares0.00%2025-12-312026-02-12 UPS UNITED PARCEL SERVICE INC3.2K shares-9.58%2025-12-312026-02-12 TER TERADYNE INC1.6K sharesnew addition2025-12-312026-02-12 HLAL LISTED FDS TR5.0K shares-0.20%2025-12-312026-02-12 PLD PROLOGIS INC.2.4K shares8.35%2025-12-312026-02-12 GTO INVESCO ACTIVELY MANAGED6.5K shares-7.50%2025-12-312026-02-12 XLU SELECT SECTOR SPDR TR7.2K shares97.28%2025-12-312026-02-12 SO SOUTHERN CO3.4K shares-38.18%2025-12-312026-02-12 VRTX VERTEX PHARMACEUTICALS INC653 shares3.98%2025-12-312026-02-12 PSX PHILLIPS 662.3K shares-0.74%2025-12-312026-02-12 FPX FIRST TR EXCHANGE-TRADED FD1.8K shares1.12%2025-12-312026-02-12 CARR CARRIER GLOBAL CORPORATION5.5K shares11.36%2025-12-312026-02-12 VEGN ETF SER SOLUTIONS4.8K sharesnew addition2025-12-312026-02-12 TOTL SSGA ACTIVE ETF TR7.1K shares-7.81%2025-12-312026-02-12 SIVR ABRDN SILVER ETF TRUST4.2K shares-15.36%2025-12-312026-02-12 MAR MARRIOTT INTL INC NEW914 shares1.90%2025-12-312026-02-12 UNILEVER PLC UNILEVER PLC4.3K sharesnew addition2025-12-312026-02-12 HWM HOWMET AEROSPACE INC1.4K shares-0.88%2025-12-312026-02-12 ESGU ISHARES TR1.9K shares-30.43%2025-12-312026-02-12 ROBO EXCHANGE TRADED CONCEPTS3.9K sharesnew addition2025-12-312026-02-12 DFCF DIMENSIONAL ETF TRUST6.3K sharesnew addition2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INC468 shares-7.33%2025-12-312026-02-12 SAP SAP SE1.1K shares-6.05%2025-12-312026-02-12 GDX VANECK ETF TRUST3.1K shares-20.11%2025-12-312026-02-12 ES EVERSOURCE ENERGY3.9K shares10.77%2025-12-312026-02-12 AIQ GLOBAL X FDS5.1K sharesnew addition2025-12-312026-02-12 URA GLOBAL X FDS6.0K shares0.00%2025-12-312026-02-12 PAYX PAYCHEX INC2.3K sharesnew addition2025-12-312026-02-12 IDXX IDEXX LABS INC375 shares-33.16%2025-12-312026-02-12 IWX ISHARES TR2.7K shares8.67%2025-12-312026-02-12 FMB FIRST TR EXCH TRADED FD III4.9K shares0.00%2025-12-312026-02-12 IEF ISHARES TR2.6K shares-3.36%2025-12-312026-02-12 HUBBELL INC HUBBELL INC559 shares-1.76%2025-12-312026-02-12 VCLT VANGUARD SCOTTSDALE FDS3.3K shares1.65%2025-12-312026-02-12 ZTS ZOETIS INC2.0K shares-4.36%2025-12-312026-02-12 ARKQ ARK ETF TR2.1K sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available