The Analysis of Heritage Trust Co's Holdings

Currently, Heritage Trust Co holds 294 types of securities in its portfolio with a total value $982.6M. In the most recent quarter, they have increased their positions in AAPL (+24.0K shares, valued at $6.5M), VCIT (+60.9K shares, valued at $5.1M), UYLD (+67.0K shares, valued at $3.4M); decreased their positions in CMCSA (-113.8K shares, valued at $3.4M), FI (-41.5K shares, valued at $2.8M), BMY (-18.1K shares, valued at $978.3K); initiated new positions in DELL (+20.6K shares, valued at $2.6M), FSCC (+39.5K shares, valued at $1.2M), PAAA (+21.3K shares, valued at $1.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC230.6K shares11.60%2025-12-312026-02-10

MSFT MICROSOFT CORP102.9K shares-0.64%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON171.8K shares-0.43%2025-12-312026-02-10

SPY STATE STREET SPDR S&P 50043.6K shares5.94%2025-12-312026-02-10

ALPHABET INC ALPHABET INC94.3K shares-1.45%2025-12-312026-02-10

VEA VANGUARD436.2K shares5.02%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO68.1K shares0.07%2025-12-312026-02-10

ABBV ABBVIE INC94.8K shares0.52%2025-12-312026-02-10

Sponsored

ALPHABET INC ALPHABET INC65.7K shares-4.46%2025-12-312026-02-10

INVESCO INVESCO88.1K shares21.41%2025-12-312026-02-10

WMT WALMART INC151.0K shares-0.66%2025-12-312026-02-10

QCOM QUALCOMM INC86.5K shares1.41%2025-12-312026-02-10

UYLD ANGEL OAK284.4K shares30.83%2025-12-312026-02-10

V VISA INC35.6K shares-1.06%2025-12-312026-02-10

AMZN AMAZON COM INC52.9K shares1.08%2025-12-312026-02-10

ORCL ORACLE CORP57.2K shares-2.82%2025-12-312026-02-10

Sponsored

HD HOME DEPOT INC32.0K shares0.79%2025-12-312026-02-10

GM GENERAL MTRS CO128.4K shares12.90%2025-12-312026-02-10

META META PLATFORMS INC CL A15.6K shares1.49%2025-12-312026-02-10

NVDA NVIDIA CORP53.8K shares-2.35%2025-12-312026-02-10

VCIT VANGUARD115.4K shares111.84%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC28.3K shares2.93%2025-12-312026-02-10

CSCO CISCO SYSTEMS INC118.8K shares3.06%2025-12-312026-02-10

MO ALTRIA GROUP INC157.4K shares-0.19%2025-12-312026-02-10

Sponsored

AXP AMERICAN EXPRESS CO22.2K shares-4.53%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC75.3K shares3.56%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC15.7K shares-0.91%2025-12-312026-02-10

BINC ISHARES145.3K shares26.77%2025-12-312026-02-10

IVV ISHARES11.2K shares2.57%2025-12-312026-02-10

XOM EXXON MOBIL CORP60.7K shares-2.15%2025-12-312026-02-10

ABT ABBOTT LABS57.5K shares-0.99%2025-12-312026-02-10

GPC GENUINE PARTS CO57.8K shares-0.52%2025-12-312026-02-10

Sponsored

VWO VANGUARD129.9K shares-2.88%2025-12-312026-02-10

DHR DANAHER CORP30.1K shares0.69%2025-12-312026-02-10

IJK ISHARES70.9K shares-6.23%2025-12-312026-02-10

PCAR PACCAR INC62.4K shares12.88%2025-12-312026-02-10

CAT CATERPILLAR INC11.9K shares2.00%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING INC25.7K shares-0.67%2025-12-312026-02-10

T AT&T INC263.1K shares-0.63%2025-12-312026-02-10

SBUX STARBUCKS CORP76.0K shares-2.74%2025-12-312026-02-10

Sponsored

URI UNITED RENTALS INC7.8K shares1.38%2025-12-312026-02-10

QLTY 2023 ETF SERIES TRUST II160.1K shares52.46%2025-12-312026-02-10

HPE HEWLETT PACKARD ENTERPRISE CO243.9K shares7.08%2025-12-312026-02-10

ACCENTURE PLC A ACCENTURE PLC A20.2K shares0.10%2025-12-312026-02-10

PG PROCTER & GAMBLE CO37.5K shares-2.68%2025-12-312026-02-10

CVX CHEVRON CORP34.8K shares-0.94%2025-12-312026-02-10

PSX PHILLIPS 6641.0K shares-1.19%2025-12-312026-02-10

TCHP T ROWE PRICE105.8K shares19.67%2025-12-312026-02-10

Sponsored

GILD GILEAD SCIENCES INC42.9K shares9.00%2025-12-312026-02-10

VANGUARD VANGUARD8.2K shares-11.07%2025-12-312026-02-10

USB US BANCORP95.6K shares1.32%2025-12-312026-02-10

COF CAPITAL ONE FINANCIAL19.9K shares0.52%2025-12-312026-02-10

SCZ ISHARES61.6K shares-2.43%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC116.4K shares4.21%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC5.4K shares-0.17%2025-12-312026-02-10

SPDW SPDR104.9K shares-4.27%2025-12-312026-02-10

Sponsored

ICE INTERCONTINENTAL EXCHANGE INC28.6K shares-1.29%2025-12-312026-02-10

OKE ONEOK INC62.5K shares2.38%2025-12-312026-02-10

BAC BANK OF AMERICA CORPORATION80.3K shares-0.82%2025-12-312026-02-10

PNC PNC FINANCIAL SERVICES GROUP INC20.6K shares8.19%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC15.0K shares9.65%2025-12-312026-02-10

ITW ILLINOIS TOOL WORKS INC17.3K shares-1.27%2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP24.4K shares2.46%2025-12-312026-02-10

VIG VANGUARD19.0K shares-3.42%2025-12-312026-02-10

Sponsored

AMT AMERICAN TOWER CORP23.5K shares-7.06%2025-12-312026-02-10

CVS CVS HEALTH CORP50.9K shares9.33%2025-12-312026-02-10

IVW ISHARES32.5K shares-13.72%2025-12-312026-02-10

HCA HCA HEALTHCARE INC8.2K shares-0.50%2025-12-312026-02-10

MCD MCDONALD'S CORP12.1K shares-2.48%2025-12-312026-02-10

CARY ANGEL OAK175.4K shares11.77%2025-12-312026-02-10

JEPI JPMORGAN61.3K shares-9.88%2025-12-312026-02-10

OMC OMNICOM GROUP INC43.3K shares198.20%2025-12-312026-02-10

Sponsored

NEE NEXTERA ENERGY INC43.2K shares2.25%2025-12-312026-02-10

DIS WALT DISNEY CO30.4K shares-0.15%2025-12-312026-02-10

PEP PEPSICO INC23.8K shares11.20%2025-12-312026-02-10

UNP UNION PACIFIC CORP14.6K shares-0.30%2025-12-312026-02-10

TFC TRUIST FINANCIAL CORPORATION68.2K shares26.61%2025-12-312026-02-10

SHW SHERWIN WILLIAMS CO10.1K shares-0.56%2025-12-312026-02-10

BROADCOM INC BROADCOM INC9.1K shares13.20%2025-12-312026-02-10

MMC MARSH & MCLENNAN COS INC16.3K shares7.78%2025-12-312026-02-10

Sponsored

BRK.A BERKSHIRE HATHAWAY INC6 shares0.00%2025-12-312026-02-10

MS MORGAN STANLEY16.9K shares9.96%2025-12-312026-02-10

LLY ELI LILLY & CO2.8K shares-10.68%2025-12-312026-02-10

AMGN AMGEN INC8.5K shares-8.62%2025-12-312026-02-10

TGT TARGET CORP28.2K shares8.43%2025-12-312026-02-10

FDX FEDEX CORP9.5K shares2.93%2025-12-312026-02-10

VTIP VANGUARD55.0K shares-2.10%2025-12-312026-02-10

ES EVERSOURCE ENERGY40.0K shares-0.46%2025-12-312026-02-10

Sponsored

DELL DELL TECHNOLOGIES INC20.6K sharesnew addition2025-12-312026-02-10

VB VANGUARD10.0K shares-24.90%2025-12-312026-02-10

HON HONEYWELL INTERNATIONAL INC13.0K shares3.25%2025-12-312026-02-10

TIP ISHARES22.7K shares-9.74%2025-12-312026-02-10

VLO VALERO ENERGY CORP14.7K shares31.00%2025-12-312026-02-10

MET METLIFE INC30.2K shares-0.46%2025-12-312026-02-10

DE DEERE & CO5.1K shares21.39%2025-12-312026-02-10

RTX RTX CORPORATION12.6K shares-0.87%2025-12-312026-02-10

Sponsored

IRM IRON MTN INC COM27.8K shares31.45%2025-12-312026-02-10

PYPL PAYPAL HOLDINGS INC39.2K shares-6.49%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC12.4K shares-7.40%2025-12-312026-02-10

PRU PRUDENTIAL FINANCIAL INC20.1K shares-0.80%2025-12-312026-02-10

DVN DEVON ENERGY CORP61.3K shares-6.10%2025-12-312026-02-10

AFL AFLAC INC20.1K shares-1.64%2025-12-312026-02-10

IEFA ISHARES24.7K shares0.55%2025-12-312026-02-10

LOW LOWES COS INC9.1K shares1.47%2025-12-312026-02-10

Sponsored

BP BP PLC SPONSORED ADR62.4K shares1.82%2025-12-312026-02-10

KO COCA-COLA CO30.9K shares-3.48%2025-12-312026-02-10

NSC NORFOLK SOUTHERN CORP7.5K shares41.49%2025-12-312026-02-10

FAST FASTENAL CO52.7K shares-0.38%2025-12-312026-02-10

CRM SALESFORCE COM INC7.9K shares-2.24%2025-12-312026-02-10

COP CONOCOPHILLIPS22.3K shares5.74%2025-12-312026-02-10

BA BOEING CO9.6K shares-3.61%2025-12-312026-02-10

BBY BEST BUY CO INC30.8K shares-4.70%2025-12-312026-02-10

Sponsored

MCK MCKESSON CORP2.5K shares0.00%2025-12-312026-02-10

REGN REGENERON PHARMACEUTICALS INC2.6K shares1.98%2025-12-312026-02-10

GEV GE VERNOVA LLC3.0K shares19.93%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC9.1K shares4.66%2025-12-312026-02-10

MAR MARRIOTT INTL INC6.0K shares-6.27%2025-12-312026-02-10

PFE PFIZER INC74.2K shares-3.65%2025-12-312026-02-10

GVI ISHARES16.9K shares-0.49%2025-12-312026-02-10

PFG PRINCIPAL FINANCIAL GROUP INC20.3K shares23.18%2025-12-312026-02-10

Sponsored

VOX VANGUARD9.2K shares-2.90%2025-12-312026-02-10

MA MASTERCARD INC3.1K shares-6.42%2025-12-312026-02-10

BSCT INVESCO93.1K shares21.63%2025-12-312026-02-10

DHI DR HORTON INC11.9K shares6.76%2025-12-312026-02-10

TSCO TRACTOR SUPPLY CO33.8K shares-0.29%2025-12-312026-02-10

WFC WELLS FARGO CO18.1K shares1.66%2025-12-312026-02-10

BSCS INVESCO81.5K shares20.42%2025-12-312026-02-10

DAL DELTA AIR LINES INC24.0K shares0.71%2025-12-312026-02-10

Sponsored

CB CHUBB LIMITED COM5.3K shares-25.28%2025-12-312026-02-10

KR KROGER CO25.8K shares0.11%2025-12-312026-02-10

HP INC COM HP INC COM71.7K shares-0.92%2025-12-312026-02-10

SCHX SCHWAB58.5K shares-21.72%2025-12-312026-02-10

IEMG ISHARES23.2K shares-1.45%2025-12-312026-02-10

ISRG INTUITIVE SURGICAL INC2.7K shares-3.21%2025-12-312026-02-10

RHP RYMAN HOSPITALITY PPTYS INC COM16.1K shares0.00%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHINES5.1K shares-8.60%2025-12-312026-02-10

Sponsored

NOW SERVICENOW INC9.7K shares397.45%2025-12-312026-02-10

APH AMPHENOL CORP10.9K shares-2.41%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP3.0K shares21.69%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC1.4K shares1.27%2025-12-312026-02-10

EEM ISHARES26.1K shares-0.37%2025-12-312026-02-10

VPU VANGUARD7.7K shares-3.18%2025-12-312026-02-10

RCL ROYAL CARIBBEAN CRUISES LTD COM5.0K shares-0.89%2025-12-312026-02-10

BSCQ INVESCO70.1K shares8.29%2025-12-312026-02-10

Sponsored

IDEV ISHARES16.6K shares-2.16%2025-12-312026-02-10

UPS UNITED PARCEL SERVICE13.5K shares-7.24%2025-12-312026-02-10

ROK ROCKWELL AUTOMATION INC3.4K shares0.00%2025-12-312026-02-10

ZBH ZIMMER BIOMET HOLDINGS INC14.4K shares-14.65%2025-12-312026-02-10

KTOS KRATOS DEFENSE SECURITY17.0K shares-19.06%2025-12-312026-02-10

BCSF BAIN CAPITAL SPECIALTY FINANCE91.3K shares0.00%2025-12-312026-02-10

BSCR INVESCO63.8K shares12.02%2025-12-312026-02-10

VGT VANGUARD1.6K shares0.00%2025-12-312026-02-10

Sponsored

BSCU INVESCO70.3K shares31.05%2025-12-312026-02-10

FSCC FEDERATED HERMES39.5K sharesnew addition2025-12-312026-02-10

BSCV INVESCO70.1K shares63.10%2025-12-312026-02-10

VIGI VANGUARD12.8K shares-3.49%2025-12-312026-02-10

LNG CHENIERE ENERGY INC5.9K shares-11.67%2025-12-312026-02-10

INVESCO INVESCO1.9K shares0.00%2025-12-312026-02-10

IWR ISHARES11.7K shares-1.90%2025-12-312026-02-10

ASML ASML HOLDING NV1.0K shares0.00%2025-12-312026-02-10

Sponsored

PAAA PGIM21.3K sharesnew addition2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC3.4K shares-5.51%2025-12-312026-02-10

PVAL PUTNAM ETF TRUST23.2K sharesnew addition2025-12-312026-02-10

COST COSTCO WHOLESALE CORP1.2K shares-5.83%2025-12-312026-02-10

PTF INVESCO13.6K shares0.00%2025-12-312026-02-10

TT TRANE TECHNOLOGIES2.6K shares-2.16%2025-12-312026-02-10

LEN LENNAR CORP9.6K shares-0.86%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR3.2K shares-3.64%2025-12-312026-02-10

Sponsored

GLD SPDR GOLD SHARES2.3K shares0.00%2025-12-312026-02-10

INTC INTEL CORP24.8K shares-50.14%2025-12-312026-02-10

CIGNA CORP CIGNA CORP3.3K shares-0.39%2025-12-312026-02-10

VMI VALMONT INDUSTRIES INC2.2K shares-0.53%2025-12-312026-02-10

EMR EMERSON ELECTRIC CO6.8K shares-0.27%2025-12-312026-02-10

RVTY REVVITY INC9.2K shares-18.49%2025-12-312026-02-10

OGE OGE ENERGY CORP20.5K shares-1.77%2025-12-312026-02-10

VMC VULCAN MATERIALS CO3.1K shares-1.00%2025-12-312026-02-10

Sponsored

D DOMINION ENERGY INC14.9K shares28.03%2025-12-312026-02-10

INTU INTUIT INC1.3K shares0.40%2025-12-312026-02-10

ALL ALLSTATE CORP4.0K sharesnew addition2025-12-312026-02-10

IWM ISHARES3.3K shares0.06%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC1.4K shares-0.43%2025-12-312026-02-10

JMBS JANUS HENDERSON17.1K shares-22.04%2025-12-312026-02-10

XLK SELECT SECTOR SPDR4.9K shares100.00%2025-12-312026-02-10

SRLN SPDR17.0K shares-0.75%2025-12-312026-02-10

Sponsored

EQIX EQUINIX INC892 shares-0.34%2025-12-312026-02-10

CBSH COMMERCE BANCSHARES INC12.9K shares4.97%2025-12-312026-02-10

VRT VERTIV HOLDINGS CO4.2K shares0.00%2025-12-312026-02-10

VCSH VANGUARD8.4K shares0.00%2025-12-312026-02-10

GSK PLC ADR GSK PLC ADR13.2K shares0.00%2025-12-312026-02-10

SPGI S&P GLOBAL INC COM1.2K shares-0.96%2025-12-312026-02-10

AGG ISHARES6.4K shares-3.62%2025-12-312026-02-10

BSX BOSTON SCIENTIFIC6.6K shares203.48%2025-12-312026-02-10

Sponsored

FI FISERV INC9.2K shares-81.78%2025-12-312026-02-10

TJX TJX COS INC4.0K shares0.53%2025-12-312026-02-10

IJH ISHARES9.2K shares26.27%2025-12-312026-02-10

LQD ISHARES5.4K shares0.00%2025-12-312026-02-10

MGMT ABSOLUTE13.3K shares0.00%2025-12-312026-02-10

MSI MOTOROLA SOLUTIONS INC1.5K shares6.95%2025-12-312026-02-10

EFA ISHARES6.0K shares0.00%2025-12-312026-02-10

TSLA TESLA INC1.3K shares4.71%2025-12-312026-02-10

Sponsored

ADI ANALOG DEVICES INC2.1K shares-0.98%2025-12-312026-02-10

WMB WILLIAMS COS INC9.3K shares-5.36%2025-12-312026-02-10

VYM VANGUARD3.9K shares-31.45%2025-12-312026-02-10

CEG CONSTELLATION ENERGY CORP.1.6K shares0.32%2025-12-312026-02-10

IWY ISHARES1.9K shares0.00%2025-12-312026-02-10

SCHM SCHWAB17.1K shares0.00%2025-12-312026-02-10

GLW CORNING INC5.8K shares-2.08%2025-12-312026-02-10

GENERAL ELECTRIC CO GENERAL ELECTRIC CO1.6K shares3.93%2025-12-312026-02-10

Sponsored

FIRST CITIZENS BANCSHARES INC NC FIRST CITIZENS BANCSHARES INC NC225 shares-16.36%2025-12-312026-02-10

PAYX PAYCHEX INC4.2K shares-0.07%2025-12-312026-02-10

ED CONSOLIDATED EDISON INC4.7K shares0.00%2025-12-312026-02-10

DRD DRDGOLD LIMITED15.1K shares0.00%2025-12-312026-02-10

BSMQ INVESCO19.6K shares0.00%2025-12-312026-02-10

DON WISDOMTREE8.9K shares-4.25%2025-12-312026-02-10

PHYS SPROTT PHYSICAL GOLD TRUST13.8K shares0.00%2025-12-312026-02-10

VNQ VANGUARD5.1K shares-16.50%2025-12-312026-02-10

Sponsored

EOG EOG RESOURCES INC4.3K shares-4.44%2025-12-312026-02-10

CMCSA COMCAST CORP15.2K shares-88.24%2025-12-312026-02-10

KLAC KLA-TENCOR CORP362 shares0.00%2025-12-312026-02-10

TXN TEXAS INSTRUMENTS INC2.5K shares0.80%2025-12-312026-02-10

BSMR INVESCO18.1K shares0.00%2025-12-312026-02-10

BANF BANCFIRST CORP4.0K shares0.00%2025-12-312026-02-10

CATH GLOBAL X5.0K shares0.00%2025-12-312026-02-10

NTRS NORTHERN TRUST CORP3.0K shares-1.22%2025-12-312026-02-10

Sponsored

CMI CUMMINS INC803 shares0.38%2025-12-312026-02-10

PM PHILIP MORRIS INTERNATIONAL INC2.6K shares2.41%2025-12-312026-02-10

ARCC ARES CAPITAL CORP20.2K shares0.00%2025-12-312026-02-10

SCHA SCHWAB14.3K shares0.00%2025-12-312026-02-10

SEAGATE TECHNOLOGIES HOLDINGS SEAGATE TECHNOLOGIES HOLDINGS1.5K shares-34.63%2025-12-312026-02-10

EVT EATON VANCE15.9K shares0.00%2025-12-312026-02-10

GIS GENERAL MILLS INC8.6K shares0.00%2025-12-312026-02-10

MCO MOODYS CORP777 shares0.26%2025-12-312026-02-10

Sponsored

BK BANK OF NEW YORK MELLON CORP3.4K shares0.23%2025-12-312026-02-10

CLX CLOROX CO3.9K shares0.00%2025-12-312026-02-10

XEL XCEL ENERGY INC5.2K shares0.12%2025-12-312026-02-10

AMAT APPLIED MATERIALS INC1.5K shares10.02%2025-12-312026-02-10

ROP ROPER TECHNOLOGIES INC850 shares0.00%2025-12-312026-02-10

BSMS INVESCO16.1K shares17.05%2025-12-312026-02-10

WM WASTE MANAGEMENT INC1.7K shares1.25%2025-12-312026-02-10

BMY BRISTOL MYERS SQUIBB CO6.9K shares-72.44%2025-12-312026-02-10

Sponsored

IJR ISHARES3.1K shares-3.60%2025-12-312026-02-10

VAW VANGUARD1.8K shares-7.00%2025-12-312026-02-10

JCI JOHNSON CTLS INTL PLC SHS3.0K shares-4.53%2025-12-312026-02-10

SLV ISHARES SILVER TRUST (MKT)5.5K shares0.00%2025-12-312026-02-10

YUM YUM BRANDS INC2.4K shares0.00%2025-12-312026-02-10

BSCW INVESCO EXCHANGE-TRADED SELF-IND17.0K sharesnew addition2025-12-312026-02-10

MDLZ MONDELEZ INTL INC6.6K shares-14.29%2025-12-312026-02-10

PSLV SPROTT PHYSICAL SILVER TRUST14.8K shares0.00%2025-12-312026-02-10

Sponsored

IR INGERSOLL RAND INC4.4K shares-3.02%2025-12-312026-02-10

VLTO VERALTO CORP3.5K shares-4.67%2025-12-312026-02-10

VUG VANGUARD713 shares0.00%2025-12-312026-02-10

CME CME GROUP INC1.3K shares0.48%2025-12-312026-02-10

SSRM SSR MINING INC15.8K shares0.00%2025-12-312026-02-10

TSLX SIXTH STREET SPECIALTY LENDING15.9K shares0.00%2025-12-312026-02-10

AVY AVERY DENNISON CORP1.9K shares-1.71%2025-12-312026-02-10

MMM 3M CO2.1K shares0.09%2025-12-312026-02-10

Sponsored

ET ENERGY TRANSFER EQUITY LP20.8K shares-0.99%2025-12-312026-02-10

VTV VANGUARD1.8K shares-49.68%2025-12-312026-02-10

LINDE PLC LINDE PLC784 shares-31.41%2025-12-312026-02-10

TROW T ROWE PRICE GROUP INC3.2K shares0.00%2025-12-312026-02-10

MDY SPDR S&P MIDCAP 400 (MKT)544 shares0.00%2025-12-312026-02-10

SPDR SPDR3.3K shares0.00%2025-12-312026-02-10

PEJ INVESCO5.0K shares0.00%2025-12-312026-02-10

BOKF BOK FINANCIAL CORPORATION2.6K shares0.00%2025-12-312026-02-10

Sponsored

RFG INVESCO5.8K shares0.00%2025-12-312026-02-10

BSMT INVESCO12.9K shares46.85%2025-12-312026-02-10

VT VANGUARD2.1K shares0.00%2025-12-312026-02-10

VTI VANGUARD864 shares0.00%2025-12-312026-02-10

RZG INVESCO5.3K shares0.00%2025-12-312026-02-10

MLM MARTIN MARIETTA MATERIALS INC462 shares0.00%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP825 shares16.86%2025-12-312026-02-10

IDU ISHARES2.6K shares0.00%2025-12-312026-02-10

Sponsored

XLE SELECT SECTOR SPDR6.2K shares105.73%2025-12-312026-02-10

MPC MARATHON PETE CORP1.7K shares-3.25%2025-12-312026-02-10

SCHD SCHWAB9.9K shares0.00%2025-12-312026-02-10

TRU TRANSUNION COM3.1K shares0.00%2025-12-312026-02-10

PDP INVESCO2.1K shares0.00%2025-12-312026-02-10

EW EDWARDS LIFESCIENCES CORP2.8K shares0.76%2025-12-312026-02-10

CSX CSX CORP6.3K shares0.35%2025-12-312026-02-10

ATO ATMOS ENERGY CORP1.4K sharesnew addition2025-12-312026-02-10

Sponsored

OGS ONE GAS INC COM2.9K shares0.00%2025-12-312026-02-10

AEP AMERICAN ELECTRIC POWER CO INC2.0K shares-73.29%2025-12-312026-02-10

JBHT JB HUNT TRANSPORT SERVICES INC1.2K shares-32.03%2025-12-312026-02-10

ZTS ZOETIS INC CL A1.8K shares-66.47%2025-12-312026-02-10

ARM ARM HOLDINGS PLC2.0K shares5.52%2025-12-312026-02-10

VHT VANGUARD740 sharesnew addition2025-12-312026-02-10

ADBE ADOBE SYSTEMS INC601 shares-30.60%2025-12-312026-02-10

KMB KIMBERLY CLARK CORP2.1K shares-18.40%2025-12-312026-02-10

Sponsored

JKHY JACK HENRY & ASSOCIATES INC1.1K sharesnew addition2025-12-312026-02-10

PPG PPG INDUSTRIES INC2.0K sharesnew addition2025-12-312026-02-10

CGDV CAPITAL GROUP4.7K sharesnew addition2025-12-312026-02-10

DUKE ENERGY CORP DUKE ENERGY CORP1.7K shares1.05%2025-12-312026-02-10

SPHD INVESCO4.2K shares0.00%2025-12-312026-02-10

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP13.4K shares0.01%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available