The Analysis of Global Retirement Partners, LLC's Holdings


Currently, Global Retirement Partners, LLC holds 4213 types of securities in its portfolio with a total value $5.6B. In the most recent quarter, they have increased their positions in N/A (+152.2K shares, valued at $93.5M), NVDA (+176.9K shares, valued at $33.0M), MSFT (+59.2K shares, valued at $28.6M); decreased their positions in AJG (-57.6K shares, valued at $14.9M), SPGP (-61.5K shares, valued at $7.0M), TFLO (-42.9K shares, valued at $2.2M); initiated new positions in N/A (+152.2K shares, valued at $93.5M), N/A (+448.9K shares, valued at $10.5M), N/A (+30.5K shares, valued at $10.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST2.4M shares3.65%2025-12-312026-02-06history
AAPL APPLE INC568.6K shares20.27%2025-12-312026-02-06history
NVDA NVIDIA CORPORATION758.9K shares30.39%2025-12-312026-02-06history
AJG GALLAGHER ARTHUR J & CO445.4K shares-11.46%2025-12-312026-02-06history
MSFT MICROSOFT CORP233.2K shares34.03%2025-12-312026-02-06history
IVV ISHARES TR162.0K shares11.11%2025-12-312026-02-06history
INVESCO QQQ TR INVESCO QQQ TR152.2K sharesnew addition2025-12-312026-02-06history
AMZN AMAZON COM INC301.6K shares26.17%2025-12-312026-02-06history
Sponsored
SPY SPDR S&P 500 ETF TR97.9K shares3.56%2025-12-312026-02-06history
ALPHABET INC ALPHABET INC201.8K shares42.67%2025-12-312026-02-06history
TSLA TESLA INC127.3K shares21.89%2025-12-312026-02-06history
SHV ISHARES TR484.5K shares21.46%2025-12-312026-02-06history
IJR ISHARES TR434.5K shares2.30%2025-12-312026-02-06history
VANGUARD INDEX FDS VANGUARD INDEX FDS80.9K shares4.67%2025-12-312026-02-06history
VUG VANGUARD INDEX FDS98.5K shares78.01%2025-12-312026-02-06history
BROADCOM INC BROADCOM INC134.7K shares43.00%2025-12-312026-02-06history
Sponsored
IEFA ISHARES TR494.5K shares47.21%2025-12-312026-02-06history
META META PLATFORMS INC66.0K shares13.85%2025-12-312026-02-06history
SPDW SPDR INDEX SHS FDS977.5K shares4.81%2025-12-312026-02-06history
IJH ISHARES TR649.5K shares8.30%2025-12-312026-02-06history
IWY ISHARES TR153.6K shares4.52%2025-12-312026-02-06history
AGG ISHARES TR421.3K shares5.58%2025-12-312026-02-06history
VEA VANGUARD TAX-MANAGED FDS671.9K shares65.20%2025-12-312026-02-06history
VTV VANGUARD INDEX FDS212.7K shares68.69%2025-12-312026-02-06history
Sponsored
JPM JPMORGAN CHASE & CO.125.1K shares33.01%2025-12-312026-02-06history
CGGR CAPITAL GROUP GROWTH ETF879.2K shares6.25%2025-12-312026-02-06history
IWF ISHARES TR76.4K shares0.95%2025-12-312026-02-06history
FBND FIDELITY MERRIMACK STR TR759.7K shares5.60%2025-12-312026-02-06history
RWL INVESCO EXCH TRADED FD TR II295.6K shares3.60%2025-12-312026-02-06history
CGDV CAPITAL GROUP DIVIDEND VALUE764.4K shares11.86%2025-12-312026-02-06history
ALPHABET INC ALPHABET INC105.9K shares36.89%2025-12-312026-02-06history
IEMG ISHARES INC489.5K shares62.55%2025-12-312026-02-06history
Sponsored
VTI VANGUARD INDEX FDS97.7K shares-4.68%2025-12-312026-02-06history
IVW ISHARES TR261.9K shares3.22%2025-12-312026-02-06history
IVE ISHARES TR149.2K shares55.72%2025-12-312026-02-06history
QQQM INVESCO EXCH TRADED FD TR II120.3K shares18.88%2025-12-312026-02-06history
VONV VANGUARD SCOTTSDALE FDS319.3K shares4.35%2025-12-312026-02-06history
IUSB ISHARES TR633.3K shares75.51%2025-12-312026-02-06history
SCHG SCHWAB STRATEGIC TR898.8K shares405.86%2025-12-312026-02-06history
DSI ISHARES TR222.0K shares19185.32%2025-12-312026-02-06history
Sponsored
DYNF BLACKROCK ETF TRUST460.5K shares92.99%2025-12-312026-02-06history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL55.3K shares16.79%2025-12-312026-02-06history
SPMD SPDR SERIES TRUST468.9K shares-1.74%2025-12-312026-02-06history
USFR WISDOMTREE TR520.2K shares20.03%2025-12-312026-02-06history
SCHV SCHWAB STRATEGIC TR875.3K shares922.20%2025-12-312026-02-06history
LLY ELI LILLY & CO24.0K shares33.05%2025-12-312026-02-06history
ABBV ABBVIE INC110.7K shares13.87%2025-12-312026-02-06history
VONG VANGUARD SCOTTSDALE FDS193.1K shares38.37%2025-12-312026-02-06history
Sponsored
MBB ISHARES TR241.5K shares23.07%2025-12-312026-02-06history
SPYV SPDR SERIES TRUST402.6K shares1.10%2025-12-312026-02-06history
XLG INVESCO EXCHANGE TRADED FD T383.9K shares1.94%2025-12-312026-02-06history
TSM TAIWAN SEMICONDUCTOR MFG LTD74.9K shares40.61%2025-12-312026-02-06history
DGRO ISHARES TR325.7K shares38.95%2025-12-312026-02-06history
SPHQ INVESCO EXCHANGE TRADED FD T284.8K shares0.95%2025-12-312026-02-06history
VWO VANGUARD INTL EQUITY INDEX F391.9K shares35.57%2025-12-312026-02-06history
BIL SPDR SERIES TRUST213.1K shares21.66%2025-12-312026-02-06history
Sponsored
NFLX NETFLIX INC203.0K shares1142.25%2025-12-312026-02-06history
V VISA INC53.8K shares6.89%2025-12-312026-02-06history
GLD SPDR GOLD TR46.9K shares7.32%2025-12-312026-02-06history
WMT WALMART INC158.3K shares23.63%2025-12-312026-02-06history
GOVT ISHARES TR762.9K shares2.95%2025-12-312026-02-06history
EFV ISHARES TR241.6K shares34.59%2025-12-312026-02-06history
COST COSTCO WHSL CORP NEW19.7K shares24.10%2025-12-312026-02-06history
IWM ISHARES TR66.1K shares27.77%2025-12-312026-02-06history
Sponsored
IBDT ISHARES TR616.0K shares9.89%2025-12-312026-02-06history
SCHD SCHWAB STRATEGIC TR561.9K shares19.24%2025-12-312026-02-06history
ORCL ORACLE CORP78.9K shares17.43%2025-12-312026-02-06history
VIG VANGUARD SPECIALIZED FUNDS69.9K shares0.65%2025-12-312026-02-06history
TFLO ISHARES TR303.3K shares-12.40%2025-12-312026-02-06history
QUAL ISHARES TR76.9K shares1.34%2025-12-312026-02-06history
XOM EXXON MOBIL CORP122.5K shares37.43%2025-12-312026-02-06history
HD HOME DEPOT INC42.4K shares-11.31%2025-12-312026-02-06history
Sponsored
VO VANGUARD INDEX FDS49.2K shares0.09%2025-12-312026-02-06history
PLTR PALANTIR TECHNOLOGIES INC79.3K shares6.83%2025-12-312026-02-06history
ESGD ISHARES TR147.7K shares4573.39%2025-12-312026-02-06history
IXUS ISHARES TR162.1K shares3.45%2025-12-312026-02-06history
IBDS ISHARES TR564.3K shares7.38%2025-12-312026-02-06history
ISRG INTUITIVE SURGICAL INC23.9K shares70.95%2025-12-312026-02-06history
IBDR ISHARES TR557.3K shares7.86%2025-12-312026-02-06history
NOW SERVICENOW INC88.0K shares591.36%2025-12-312026-02-06history
Sponsored
SPEM SPDR INDEX SHS FDS287.3K shares7.87%2025-12-312026-02-06history
OEF ISHARES TR38.4K shares54.61%2025-12-312026-02-06history
CVX CHEVRON CORP NEW84.8K shares29.23%2025-12-312026-02-06history
IBIT ISHARES BITCOIN TRUST ETF258.8K shares-4.39%2025-12-312026-02-06history
CAT CATERPILLAR INC22.3K shares24.05%2025-12-312026-02-06history
RDVY FIRST TR EXCHANGE TRADED FD181.5K shares0.44%2025-12-312026-02-06history
MA MASTERCARD INCORPORATED21.9K shares62.30%2025-12-312026-02-06history
COWZ PACER FDS TR202.2K shares1.58%2025-12-312026-02-06history
Sponsored
JNJ JOHNSON & JOHNSON58.5K shares67.55%2025-12-312026-02-06history
VYM VANGUARD WHITEHALL FDS83.3K shares39.39%2025-12-312026-02-06history
AMD ADVANCED MICRO DEVICES INC55.6K shares47.53%2025-12-312026-02-06history
SPSM SPDR SERIES TRUST249.3K shares-1.09%2025-12-312026-02-06history
VCIT VANGUARD SCOTTSDALE FDS139.5K shares6.41%2025-12-312026-02-06history
SPYG SPDR SERIES TRUST108.7K shares-6.43%2025-12-312026-02-06history
SPTM SPDR SERIES TRUST139.4K shares3.69%2025-12-312026-02-06history
BINC BLACKROCK ETF TRUST II215.8K shares33.82%2025-12-312026-02-06history
Sponsored
ITOT ISHARES TR75.5K shares5.62%2025-12-312026-02-06history
ISHARES GOLD TR ISHARES GOLD TR137.9K shares54.75%2025-12-312026-02-06history
SPAB SPDR SERIES TRUST432.8K shares6.96%2025-12-312026-02-06history
ICSH ISHARES TR220.0K shares1.48%2025-12-312026-02-06history
BAC BANK AMERICA CORP200.8K shares78.48%2025-12-312026-02-06history
XLK SELECT SECTOR SPDR TR76.2K shares106.74%2025-12-312026-02-06history
PM PHILIP MORRIS INTL INC67.2K shares40.34%2025-12-312026-02-06history
CSCO CISCO SYS INC138.2K shares60.76%2025-12-312026-02-06history
Sponsored
IBTG ISHARES TR461.9K shares11.59%2025-12-312026-02-06history
ISHARES TR ISHARES TR448.9K sharesnew addition2025-12-312026-02-06history
GS GOLDMAN SACHS GROUP INC11.9K shares35.02%2025-12-312026-02-06history
SMH VANECK ETF TRUST28.9K shares4.03%2025-12-312026-02-06history
IBM INTERNATIONAL BUSINESS MACHS35.0K shares31.60%2025-12-312026-02-06history
CENCORA INC CENCORA INC30.5K sharesnew addition2025-12-312026-02-06history
KO COCA COLA CO146.1K shares17.74%2025-12-312026-02-06history
SPGP INVESCO EXCHANGE TRADED FD T89.4K shares-40.76%2025-12-312026-02-06history
Sponsored
GE AEROSPACE GE AEROSPACE32.4K shares45.18%2025-12-312026-02-06history
ABT ABBOTT LABS79.5K shares20.59%2025-12-312026-02-06history
TJX TJX COS INC NEW63.6K shares71.46%2025-12-312026-02-06history
BND VANGUARD BD INDEX FDS130.2K shares74.82%2025-12-312026-02-06history
JBND J P MORGAN EXCHANGE TRADED F176.2K shares22.02%2025-12-312026-02-06history
PULS PGIM ETF TR190.9K shares12.70%2025-12-312026-02-06history
VBR VANGUARD INDEX FDS44.5K shares281.99%2025-12-312026-02-06history
XLC SELECT SECTOR SPDR TR79.3K shares4.55%2025-12-312026-02-06history
Sponsored
HEFA ISHARES TR225.0K shares21.72%2025-12-312026-02-06history
TLH ISHARES TR91.2K shares96.46%2025-12-312026-02-06history
MERCK & CO INC MERCK & CO INC87.7K shares110.36%2025-12-312026-02-06history
BAI BLACKROCK ETF TRUST268.4K shares61.54%2025-12-312026-02-06history
MTUM ISHARES TR35.2K shares242.47%2025-12-312026-02-06history
ESGE ISHARES INC198.7K shares209.43%2025-12-312026-02-06history
WFC WELLS FARGO CO NEW93.8K shares18.41%2025-12-312026-02-06history
MU MICRON TECHNOLOGY INC30.4K shares60.15%2025-12-312026-02-06history
Sponsored
RTX CORPORATION RTX CORPORATION47.2K sharesnew addition2025-12-312026-02-06history
IMTB ISHARES TR193.0K shares34.19%2025-12-312026-02-06history
VB VANGUARD INDEX FDS32.2K shares-4.99%2025-12-312026-02-06history
VGLT VANGUARD SCOTTSDALE FDS148.0K shares5.72%2025-12-312026-02-06history
HDV ISHARES TR67.1K shares12.33%2025-12-312026-02-06history
EEM ISHARES TR148.7K shares32.31%2025-12-312026-02-06history
IGM ISHARES TR62.3K shares1.14%2025-12-312026-02-06history
IGSB ISHARES TR150.7K shares43.25%2025-12-312026-02-06history
Sponsored
MUB ISHARES TR73.8K shares60.27%2025-12-312026-02-06history
WTV WISDOMTREE TR84.7K shares-0.03%2025-12-312026-02-06history
SPIB SPDR SERIES TRUST231.6K shares-2.37%2025-12-312026-02-06history
BA BOEING CO35.8K shares-20.91%2025-12-312026-02-06history
CGCB CAPITAL GRP FIXED INCM ETF T289.7K shares65.23%2025-12-312026-02-06history
AMAT APPLIED MATLS INC29.7K shares43.98%2025-12-312026-02-06history
SHY ISHARES TR92.0K shares32.98%2025-12-312026-02-06history
MCD MCDONALDS CORP24.9K shares46.64%2025-12-312026-02-06history
Sponsored
AFLG FIRST TR EXCHNG TRADED FD VI193.3K shares-4.29%2025-12-312026-02-06history
CITIGROUP INC CITIGROUP INC64.5K shares58.64%2025-12-312026-02-06history
NEE NEXTERA ENERGY INC93.2K shares41.20%2025-12-312026-02-06history
MGK VANGUARD WORLD FD18.0K shares9.73%2025-12-312026-02-06history
PG PROCTER AND GAMBLE CO52.0K shares33.26%2025-12-312026-02-06history
VIOG VANGUARD ADMIRAL FDS INC61.2K shares2.91%2025-12-312026-02-06history
MS MORGAN STANLEY41.7K shares63.73%2025-12-312026-02-06history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW62.8K shares29.65%2025-12-312026-02-06history
Sponsored
VZ VERIZON COMMUNICATIONS INC178.2K shares22.01%2025-12-312026-02-06history
SPMO INVESCO EXCH TRADED FD TR II60.8K shares3.36%2025-12-312026-02-06history
IBTH ISHARES TR322.1K shares26.29%2025-12-312026-02-06history
AMGN AMGEN INC22.1K shares34.74%2025-12-312026-02-06history
GEV GE VERNOVA INC11.0K shares57.70%2025-12-312026-02-06history
T AT&T INC288.9K shares55.51%2025-12-312026-02-06history
VBK VANGUARD INDEX FDS23.3K shares448.51%2025-12-312026-02-06history
DFAC DIMENSIONAL ETF TRUST177.1K shares0.25%2025-12-312026-02-06history
Sponsored
MINT PIMCO ETF TR68.8K shares14.06%2025-12-312026-02-06history
QUANTA SVCS INC QUANTA SVCS INC16.2K sharesnew addition2025-12-312026-02-06history
BOND PIMCO ETF TR72.8K shares8.74%2025-12-312026-02-06history
NULG NUSHARES ETF TR68.5K shares1.84%2025-12-312026-02-06history
CRM SALESFORCE INC25.2K shares28.66%2025-12-312026-02-06history
VGT VANGUARD WORLD FD8.7K shares6.91%2025-12-312026-02-06history
FDVV FIDELITY COVINGTON TRUST115.8K shares24.69%2025-12-312026-02-06history
IUSG ISHARES TR39.0K shares1.59%2025-12-312026-02-06history
Sponsored
SLV ISHARES SILVER TR100.1K shares19.17%2025-12-312026-02-06history
SFLR INNOVATOR ETFS TRUST172.9K shares10.48%2025-12-312026-02-06history
INTC INTEL CORP171.7K shares28.56%2025-12-312026-02-06history
IWD ISHARES TR30.0K shares21.07%2025-12-312026-02-06history
JAVA J P MORGAN EXCHANGE TRADED F87.8K shares9.77%2025-12-312026-02-06history
BLACKSTONE INC BLACKSTONE INC40.6K shares-11.08%2025-12-312026-02-06history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.5K shares15.45%2025-12-312026-02-06history
ITA ISHARES TR28.9K shares71.33%2025-12-312026-02-06history
Sponsored
UNP UNION PAC CORP26.7K shares22.98%2025-12-312026-02-06history
VTEB VANGUARD MUN BD FDS122.4K shares312.59%2025-12-312026-02-06history
UBER UBER TECHNOLOGIES INC74.4K shares-3.52%2025-12-312026-02-06history
HYG ISHARES TR75.0K shares15.15%2025-12-312026-02-06history
AXP AMERICAN EXPRESS CO16.2K shares34.84%2025-12-312026-02-06history
TCAF T ROWE PRICE ETF INC156.4K shares-8.57%2025-12-312026-02-06history
BSX BOSTON SCIENTIFIC CORP62.5K shares36.80%2025-12-312026-02-06history
BLACKROCK INC BLACKROCK INC5.6K shares1.29%2025-12-312026-02-06history
Sponsored
APP APPLOVIN CORP8.6K shares327.88%2025-12-312026-02-06history
EATON CORP PLC EATON CORP PLC18.1K shares29.85%2025-12-312026-02-06history
USMV ISHARES TR61.1K shares38.95%2025-12-312026-02-06history
TRGP TARGA RES CORP31.2K shares-0.36%2025-12-312026-02-06history
CEG CONSTELLATION ENERGY CORP16.3K shares35.89%2025-12-312026-02-06history
IWR ISHARES TR59.7K shares59.16%2025-12-312026-02-06history
THRO BLACKROCK ETF TRUST149.0K shares83.29%2025-12-312026-02-06history
IUSV ISHARES TR54.5K shares-13.09%2025-12-312026-02-06history
Sponsored
DIS DISNEY WALT CO48.7K shares7.51%2025-12-312026-02-06history
EFA ISHARES TR56.9K shares17.40%2025-12-312026-02-06history
BKNG BOOKING HOLDINGS INC1.0K shares32.33%2025-12-312026-02-06history
PFE PFIZER INC216.5K shares60.62%2025-12-312026-02-06history
IAGG ISHARES TR106.6K shares93.15%2025-12-312026-02-06history
MO ALTRIA GROUP INC91.8K shares74.33%2025-12-312026-02-06history
LAM RESEARCH CORP LAM RESEARCH CORP30.9K shares87.89%2025-12-312026-02-06history
JPST J P MORGAN EXCHANGE TRADED F102.9K shares-14.14%2025-12-312026-02-06history
Sponsored
FESM FIDELITY COVINGTON TRUST137.1K shares1.68%2025-12-312026-02-06history
AZN ASTRAZENECA PLC56.1K shares121.39%2025-12-312026-02-06history
COF CAPITAL ONE FINL CORP21.2K shares85.89%2025-12-312026-02-06history
IEI ISHARES TR42.9K shares48.67%2025-12-312026-02-06history
UNH UNITEDHEALTH GROUP INC15.4K shares31.02%2025-12-312026-02-06history
DHS WISDOMTREE TR49.7K shares5.24%2025-12-312026-02-06history
LMT LOCKHEED MARTIN CORP10.4K shares13.70%2025-12-312026-02-06history
JAAA JANUS DETROIT STR TR99.6K shares-6.60%2025-12-312026-02-06history
Sponsored
TLT ISHARES TR57.4K shares22.87%2025-12-312026-02-06history
MEDTRONIC PLC MEDTRONIC PLC51.9K shares54.59%2025-12-312026-02-06history
XLI SELECT SECTOR SPDR TR32.1K shares19.58%2025-12-312026-02-06history
SBUX STARBUCKS CORP58.8K shares10.17%2025-12-312026-02-06history
LOW LOWES COS INC20.5K shares84.73%2025-12-312026-02-06history
BMY BRISTOL-MYERS SQUIBB CO90.0K shares205.88%2025-12-312026-02-06history
CGCP CAPITAL GRP FIXED INCM ETF T211.1K shares8.00%2025-12-312026-02-06history
IBTI ISHARES TR212.3K shares32.36%2025-12-312026-02-06history
Sponsored
CTAS CINTAS CORP25.1K shares66.68%2025-12-312026-02-06history
AAAU GOLDMAN SACHS PHYSICAL GOLD110.6K shares1.02%2025-12-312026-02-06history
DIEM FRANKLIN TEMPLETON ETF TR139.5K shares71.35%2025-12-312026-02-06history
SRLN SSGA ACTIVE ETF TR113.2K shares1.52%2025-12-312026-02-06history
FNDX SCHWAB STRATEGIC TR170.9K shares7.84%2025-12-312026-02-06history
ESML ISHARES TR100.3K shares34261.99%2025-12-312026-02-06history
IWS ISHARES TR32.6K shares70.75%2025-12-312026-02-06history
QTEC FIRST TR EXCHANGE-TRADED FD19.9K shares-6.79%2025-12-312026-02-06history
Sponsored
CB CHUBB LIMITED14.6K shares93.07%2025-12-312026-02-06history
QCOM QUALCOMM INC26.5K shares48.34%2025-12-312026-02-06history
IYW ISHARES TR22.5K shares7.98%2025-12-312026-02-06history
VXUS VANGUARD STAR FDS59.6K shares20.24%2025-12-312026-02-06history
HOOD ROBINHOOD MKTS INC39.7K shares73.42%2025-12-312026-02-06history
XLF SELECT SECTOR SPDR TR81.6K shares-19.64%2025-12-312026-02-06history
SCHX SCHWAB STRATEGIC TR165.9K shares218.59%2025-12-312026-02-06history
FLTB FIDELITY MERRIMACK STR TR88.0K shares4.08%2025-12-312026-02-06history
Sponsored
FVD FIRST TR EXCHANGE-TRADED FD95.6K shares-9.05%2025-12-312026-02-06history
GBTC GRAYSCALE BITCOIN TRUST ETF64.4K shares1.70%2025-12-312026-02-06history
IWN ISHARES TR24.2K shares88.96%2025-12-312026-02-06history
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TMSL T ROWE PRICE ETF INC121.5K shares9.13%2025-12-312026-02-06history
INTU INTUIT6.5K shares169.12%2025-12-312026-02-06history
TFC TRUIST FINL CORP86.5K shares32.83%2025-12-312026-02-06history
CRWD CROWDSTRIKE HLDGS INC9.1K shares14.91%2025-12-312026-02-06history
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PEP PEPSICO INC29.5K shares48.89%2025-12-312026-02-06history
VONE VANGUARD SCOTTSDALE FDS13.7K shares482.16%2025-12-312026-02-06history
SHYG ISHARES TR98.1K shares578.26%2025-12-312026-02-06history
TMO THERMO FISHER SCIENTIFIC INC7.2K shares121.10%2025-12-312026-02-06history
WORLD GOLD TR WORLD GOLD TR48.7K sharesnew addition2025-12-312026-02-06history
PANW PALO ALTO NETWORKS INC22.5K shares-14.28%2025-12-312026-02-06history
ASML ASML HOLDING N V3.9K shares220.60%2025-12-312026-02-06history
CME CME GROUP INC15.2K shares71.09%2025-12-312026-02-06history
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WM WASTE MGMT INC DEL18.4K shares14.66%2025-12-312026-02-06history
NOBL PROSHARES TR38.7K shares-5.43%2025-12-312026-02-06history
VIOV VANGUARD ADMIRAL FDS INC41.0K shares2.94%2025-12-312026-02-06history
VRT VERTIV HOLDINGS CO24.6K shares39.69%2025-12-312026-02-06history
CBOE CBOE GLOBAL MKTS INC15.9K shares636.60%2025-12-312026-02-06history
SDVY FIRST TR EXCHANGE-TRADED FD103.8K shares-5.97%2025-12-312026-02-06history
GILD GILEAD SCIENCES INC32.3K shares80.67%2025-12-312026-02-06history
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VCSH VANGUARD SCOTTSDALE FDS49.3K shares-1.84%2025-12-312026-02-06history
PLD PROLOGIS INC.30.6K shares58.82%2025-12-312026-02-06history
PNC PNC FINL SVCS GROUP INC18.7K shares41.41%2025-12-312026-02-06history
PFF ISHARES TR125.6K shares-0.27%2025-12-312026-02-06history
SHOP SHOPIFY INC24.1K shares11.15%2025-12-312026-02-06history
BSV VANGUARD BD INDEX FDS49.2K shares8.94%2025-12-312026-02-06history
VYMI VANGUARD WHITEHALL FDS42.8K shares138.88%2025-12-312026-02-06history
IEF ISHARES TR39.5K shares17.50%2025-12-312026-02-06history
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EMB ISHARES TR39.4K shares226.50%2025-12-312026-02-06history
SYK STRYKER CORPORATION10.8K shares54.62%2025-12-312026-02-06history
SPHY SPDR SERIES TRUST159.3K shares50.61%2025-12-312026-02-06history
ADBE ADOBE INC10.8K shares60.98%2025-12-312026-02-06history
GSY INVESCO ACTIVELY MANAGED EXC74.7K shares20.21%2025-12-312026-02-06history
SCHW SCHWAB CHARLES CORP37.5K shares21.79%2025-12-312026-02-06history
FV FIRST TR EXCHANGE TRADED FD59.2K shares-0.16%2025-12-312026-02-06history
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IJK ISHARES TR38.0K shares-0.76%2025-12-312026-02-06history
CGUS CAPITAL GROUP CORE EQUITY ET91.2K shares51.98%2025-12-312026-02-06history
EMXC ISHARES INC50.0K shares443.34%2025-12-312026-02-06history
MOAT VANECK ETF TRUST35.1K shares-1.75%2025-12-312026-02-06history
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JEPI J P MORGAN EXCHANGE TRADED F62.8K shares11.53%2025-12-312026-02-06history
OKE ONEOK INC NEW48.9K shares5.09%2025-12-312026-02-06history
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SJNK SPDR SERIES TRUST141.5K shares5.26%2025-12-312026-02-06history
XLV SELECT SECTOR SPDR TR23.0K shares9.75%2025-12-312026-02-06history
FTLS FIRST TR EXCH TRADED FD III50.1K shares40.85%2025-12-312026-02-06history
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AGOX STARBOARD INVT TR123.4K shares1.41%2025-12-312026-02-06history
VTIP VANGUARD MALVERN FDS71.2K shares33.24%2025-12-312026-02-06history
KLAC KLA CORP2.9K shares163.24%2025-12-312026-02-06history
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SCHB SCHWAB STRATEGIC TR133.2K shares-7.64%2025-12-312026-02-06history
DDEC FIRST TR EXCHNG TRADED FD VI77.2K shares2.06%2025-12-312026-02-06history
WMB WILLIAMS COS INC57.5K shares56.34%2025-12-312026-02-06history
SCHZ SCHWAB STRATEGIC TR147.4K shares5.21%2025-12-312026-02-06history
CGMS CAPITAL GRP FIXED INCM ETF T124.4K shares20.39%2025-12-312026-02-06history
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SPTI SPDR SERIES TRUST117.5K shares-5.20%2025-12-312026-02-06history
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JMST J P MORGAN EXCHANGE TRADED F66.3K shares9.95%2025-12-312026-02-06history
SPGI S&P GLOBAL INC6.4K shares144.58%2025-12-312026-02-06history
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VV VANGUARD INDEX FDS10.5K shares12.41%2025-12-312026-02-06history
WDC WESTERN DIGITAL CORP19.2K shares1266.83%2025-12-312026-02-06history
CDNS CADENCE DESIGN SYSTEM INC10.6K shares336.31%2025-12-312026-02-06history
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MLPX GLOBAL X FDS52.4K shares-13.95%2025-12-312026-02-06history
VNQ VANGUARD INDEX FDS35.7K shares13.22%2025-12-312026-02-06history
IWP ISHARES TR23.0K shares39.22%2025-12-312026-02-06history
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DFAX DIMENSIONAL ETF TRUST95.4K shares-1.05%2025-12-312026-02-06history
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PH PARKER-HANNIFIN CORP3.5K shares74.81%2025-12-312026-02-06history
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STBA S & T BANCORP INC77.6K sharesnew addition2025-12-312026-02-06history
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SCHA SCHWAB STRATEGIC TR106.1K shares99.38%2025-12-312026-02-06history
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BXSL BLACKSTONE SECD LENDING FD113.8K shares-18.95%2025-12-312026-02-06history
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AVDE AMERICAN CENTY ETF TR36.0K shares21.60%2025-12-312026-02-06history
XLU SELECT SECTOR SPDR TR69.4K shares133.60%2025-12-312026-02-06history
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ADI ANALOG DEVICES INC10.8K shares65.72%2025-12-312026-02-06history
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AVUS AMERICAN CENTY ETF TR26.0K shares8.31%2025-12-312026-02-06history
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AMZA ETFIS SER TR I72.1K shares-38.58%2025-12-312026-02-06history
PHB INVESCO EXCH TRADED FD TR II151.1K shares-0.78%2025-12-312026-02-06history
VFLO VICTORY PORTFOLIOS II71.2K shares-15.09%2025-12-312026-02-06history
BTI BRITISH AMERN TOB PLC49.5K shares31.03%2025-12-312026-02-06history
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CGMU CAPITAL GRP FIXED INCM ETF T102.0K shares8.30%2025-12-312026-02-06history
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TMUS T-MOBILE US INC13.7K shares78.98%2025-12-312026-02-06history
LINDE PLC LINDE PLC6.4K shares155.13%2025-12-312026-02-06history
SCHF SCHWAB STRATEGIC TR112.8K shares10.45%2025-12-312026-02-06history
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FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD27.9K sharesnew addition2025-12-312026-02-06history
COP CONOCOPHILLIPS28.5K shares107.65%2025-12-312026-02-06history
ETHA ISHARES ETHEREUM TR118.4K shares8.37%2025-12-312026-02-06history
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DHR DANAHER CORPORATION11.0K shares60.74%2025-12-312026-02-06history
IBDV ISHARES TR113.9K shares5.44%2025-12-312026-02-06history
JHMM JOHN HANCOCK EXCHANGE TRADED38.4K shares-0.69%2025-12-312026-02-06history
FBTC FIDELITY WISE ORIGIN BITCOIN32.9K shares2.75%2025-12-312026-02-06history
AEP AMERICAN ELEC PWR CO INC21.7K shares71.92%2025-12-312026-02-06history
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FWD AB ACTIVE ETFS INC23.6K shares56200.00%2025-12-312026-02-06history
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MSI MOTOROLA SOLUTIONS INC6.4K shares61.79%2025-12-312026-02-06history
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PGX INVESCO EXCH TRADED FD TR II217.2K shares-24.97%2025-12-312026-02-06history
GSUS GOLDMAN SACHS ETF TR25.7K shares3.54%2025-12-312026-02-06history
JGRO J P MORGAN EXCHANGE TRADED F26.0K shares0.86%2025-12-312026-02-06history
VTWO VANGUARD SCOTTSDALE FDS24.2K shares3432.55%2025-12-312026-02-06history
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IQV IQVIA HLDGS INC10.5K shares-0.31%2025-12-312026-02-06history
NKE NIKE INC37.1K shares67.69%2025-12-312026-02-06history
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OMC OMNICOM GROUP INC29.3K shares69.84%2025-12-312026-02-06history
VNLA JANUS DETROIT STR TR48.0K shares-14.79%2025-12-312026-02-06history
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EPD ENTERPRISE PRODS PARTNERS L72.1K shares20.49%2025-12-312026-02-06history
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WELL WELLTOWER INC12.4K shares169.01%2025-12-312026-02-06history
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FCX FREEPORT-MCMORAN INC45.0K shares14.30%2025-12-312026-02-06history
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MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC26.5K shares136.83%2025-12-312026-02-06history
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AMP AMERIPRISE FINL INC4.5K shares14.48%2025-12-312026-02-06history
TWLO TWILIO INC15.3K shares36.09%2025-12-312026-02-06history
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PPLT ABRDN PLATINUM ETF TRUST11.6K shares4.37%2025-12-312026-02-06history
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JCI JOHNSON CTLS INTL PLC17.8K shares236.42%2025-12-312026-02-06history
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TT TRANE TECHNOLOGIES PLC5.4K shares142.04%2025-12-312026-02-06history
AMT AMERICAN TOWER CORP NEW11.9K shares14.26%2025-12-312026-02-06history
SCHO SCHWAB STRATEGIC TR85.3K shares30.41%2025-12-312026-02-06history
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GM GENERAL MTRS CO25.0K shares244.25%2025-12-312026-02-06history
FNY FIRST TR EXCHANGE-TRADED ALP22.3K shares-0.95%2025-12-312026-02-06history
PDP INVESCO EXCHANGE TRADED FD T17.4K shares-0.43%2025-12-312026-02-06history
GDX VANECK ETF TRUST23.5K shares73.28%2025-12-312026-02-06history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.0K shares154.44%2025-12-312026-02-06history
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UNILEVER PLC UNILEVER PLC30.3K sharesnew addition2025-12-312026-02-06history
CSX CSX CORP54.4K shares196.71%2025-12-312026-02-06history
VRTX VERTEX PHARMACEUTICALS INC4.3K shares86.24%2025-12-312026-02-06history
DVY ISHARES TR13.9K shares128.60%2025-12-312026-02-06history
FIW FIRST TR EXCHANGE-TRADED FD18.1K shares171.33%2025-12-312026-02-06history
ROST ROSS STORES INC10.9K shares778.81%2025-12-312026-02-06history
UPS UNITED PARCEL SERVICE INC19.7K shares146.22%2025-12-312026-02-06history
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SCHM SCHWAB STRATEGIC TR64.6K shares5.62%2025-12-312026-02-06history
ETR ENTERGY CORP NEW21.0K shares33.15%2025-12-312026-02-06history
ORLY OREILLY AUTOMOTIVE INC21.1K shares622.77%2025-12-312026-02-06history
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IHDG WISDOMTREE TR38.9K shares1.64%2025-12-312026-02-06history
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GQI NATIXIS ETF TR33.1K shares-32.58%2025-12-312026-02-06history
HSBC HSBC HLDGS PLC23.8K shares146.70%2025-12-312026-02-06history
ALLW SSGA ACTIVE TR68.1K shares220.68%2025-12-312026-02-06history
DIA SPDR DOW JONES INDL AVERAGE3.9K shares2.19%2025-12-312026-02-06history
AER AERCAP HOLDINGS NV12.9K shares75.38%2025-12-312026-02-06history
JMTG J P MORGAN EXCHANGE TRADED F36.3K shares8511.40%2025-12-312026-02-06history
BW BABCOCK & WILCOX ENTERPRISES291.6K shares1085.35%2025-12-312026-02-06history
QLTY GMO ETF TRUST48.0K shares34.13%2025-12-312026-02-06history
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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.4K shares6.53%2025-12-312026-02-06history
CVS CVS HEALTH CORP23.1K shares53.99%2025-12-312026-02-06history
TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC6.3K sharesnew addition2025-12-312026-02-06history
TARGET CORP TARGET CORP18.7K sharesnew addition2025-12-312026-02-06history
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BBVA BANCO BILBAO VIZCAYA ARGENTA76.8K shares120.90%2025-12-312026-02-06history
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EOG EOG RES INC16.8K shares122.09%2025-12-312026-02-06history
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FLOT ISHARES TR34.5K shares-10.72%2025-12-312026-02-06history
BKUI BNY MELLON ETF TRUST35.0K shares-10.49%2025-12-312026-02-06history
JCPB J P MORGAN EXCHANGE TRADED F36.7K shares2.49%2025-12-312026-02-06history
PAYX PAYCHEX INC15.5K shares7.18%2025-12-312026-02-06history
PFFA ETFIS SER TR I80.5K shares-27.78%2025-12-312026-02-06history
SHEL SHELL PLC23.5K shares115.92%2025-12-312026-02-06history
Sponsored
IWC ISHARES TR10.9K shares-22.18%2025-12-312026-02-06history
GPC GENUINE PARTS CO14.0K shares42.29%2025-12-312026-02-06history
DFAI DIMENSIONAL ETF TRUST45.0K shares44.43%2025-12-312026-02-06history
NVO NOVO-NORDISK A S33.7K shares143.52%2025-12-312026-02-06history
QGRO AMERICAN CENTY ETF TR14.9K shares9.64%2025-12-312026-02-06history
VLO VALERO ENERGY CORP10.5K shares48.56%2025-12-312026-02-06history
ESGU ISHARES TR11.4K shares10.33%2025-12-312026-02-06history
EZBC FRANKLIN TEMPLETON DIGITAL H33.5K shares45.46%2025-12-312026-02-06history
Sponsored
TDIV FIRST TR EXCHANGE TRADED FD17.5K shares-16.16%2025-12-312026-02-06history
SAP SAP SE6.9K shares384.62%2025-12-312026-02-06history
BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD112.1K sharesnew addition2025-12-312026-02-06history
LVHI LEGG MASON ETF INVT45.6K shares13.40%2025-12-312026-02-06history
PPA INVESCO EXCHANGE TRADED FD T10.7K shares9.98%2025-12-312026-02-06history
QYLD GLOBAL X FDS94.5K shares-10.34%2025-12-312026-02-06history
PGR PROGRESSIVE CORP7.3K shares95.62%2025-12-312026-02-06history
OXY OCCIDENTAL PETE CORP40.5K shares53.61%2025-12-312026-02-06history
Sponsored
USIG ISHARES TR32.0K shares23.87%2025-12-312026-02-06history
ELV ELEVANCE HEALTH INC FORMERLY4.7K shares24.55%2025-12-312026-02-06history
SAN BANCO SANTANDER SA141.1K shares249.49%2025-12-312026-02-06history
AVLV AMERICAN CENTY ETF TR21.8K shares3.01%2025-12-312026-02-06history
SCHE SCHWAB STRATEGIC TR50.4K shares13.63%2025-12-312026-02-06history
IYR ISHARES TR17.6K shares-12.33%2025-12-312026-02-06history
FELG FIDELITY COVINGTON TRUST39.6K shares74.73%2025-12-312026-02-06history
RCL ROYAL CARIBBEAN GROUP5.9K shares103.19%2025-12-312026-02-06history
Sponsored
FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD6.0K sharesnew addition2025-12-312026-02-06history
SNA SNAP ON INC4.7K shares14.96%2025-12-312026-02-06history
IGF ISHARES TR26.4K shares-9.22%2025-12-312026-02-06history
DAL DELTA AIR LINES INC DEL23.1K shares66.70%2025-12-312026-02-06history

Call Option Holdings
NKE Call CallNIKE INC3.0K sharesnew addition2025-12-312026-02-06history
MJ Call CallAMPLIFY ETF TR2.0K sharesnew addition2025-12-312026-02-06history
CCL Call CallCARNIVAL CORP500 shares0.00%2025-12-312026-02-06history
ZIM Call CallZIM INTEGRATED SHIPPING SERV500 shares-50.00%2025-12-312026-02-06history
UBER Call CallUBER TECHNOLOGIES INC500 sharesnew addition2025-12-312026-02-06history
COMP Call CallCOMPASS INC500 sharesnew addition2025-12-312026-02-06history
PL Call CallPLANET LABS PBC1.0K sharesnew addition2025-12-312026-02-06history
BOIL Call CallPROSHARES TR II3.0K sharesnew addition2025-12-312026-02-06history
SIX FLAGS ENTERTAINMENT CORP Call CallSIX FLAGS ENTERTAINMENT CORP300 sharesnew addition2025-12-312026-02-06history
UEC Call CallURANIUM ENERGY CORP100 shares-50.00%2025-12-312026-02-06history
BBAI Call CallBIGBEAR AI HLDGS INC1.0K shares0.00%2025-12-312026-02-06history
QCOM Call CallQUALCOMM INC300 sharesnew addition2025-12-312026-02-06history
WEN Call CallWENDYS CO2.5K sharesnew addition2025-12-312026-02-06history
LAC Call CallLITHIUM AMERS CORP NEW200 shares0.00%2025-12-312026-02-06history
MANH Call CallMANHATTAN ASSOCIATES INC1.0K sharesnew addition2025-12-312026-02-06history
PSTG Call CallPURE STORAGE INC1.5K sharesnew addition2025-12-312026-02-06history
RH Call CallRH500 shares0.00%2025-12-312026-02-06history

Put Option Holdings
NVDA Put PutNVIDIA CORPORATION500 shares0.00%2025-12-312026-02-06history