The Analysis of Klingman & Associates, LLC's Holdings
Currently, Klingman & Associates, LLC holds 326 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in VTIP (+307.6K shares, valued at $15.2M), IEFA (+70.6K shares, valued at $6.3M), IBDX (+211.5K shares, valued at $5.4M); decreased their positions in DDOG (-34.5K shares, valued at $4.7M), IBDR (-90.6K shares, valued at $2.2M), SPYG (-18.7K shares, valued at $2.0M); initiated new positions in DFUV (+31.5K shares, valued at $1.5M), SCHC (+22.0K shares, valued at $1.0M), EFG (+7.3K shares, valued at $834.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR514.2K shares1.30%2025-12-312026-01-29
VTIP VANGUARD MALVERN FDS2.1M shares17.29%2025-12-312026-01-29 IJH ISHARES TR1.5M shares4.70%2025-12-312026-01-29 IEFA ISHARES TR909.2K shares8.42%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR115.2K shares-2.27%2025-12-312026-01-29 AAPL APPLE INC272.0K shares-0.03%2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS1.1M shares6.96%2025-12-312026-01-29 SPYG SPDR SERIES TRUST666.2K shares-2.74%2025-12-312026-01-29 IJR ISHARES TR567.4K shares2.88%2025-12-312026-01-29 SPYV SPDR SERIES TRUST1.2M shares0.08%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F995.1K shares1.44%2025-12-312026-01-29 IBDU ISHARES TR1.5M shares8.24%2025-12-312026-01-29 IBDV ISHARES TR1.6M shares9.32%2025-12-312026-01-29 RWL INVESCO EXCH TRADED FD TR II302.4K shares5.89%2025-12-312026-01-29 USMV ISHARES TR363.1K shares-2.02%2025-12-312026-01-29 IBDW ISHARES TR1.6M shares11.30%2025-12-312026-01-29 IBDT ISHARES TR1.3M shares9.08%2025-12-312026-01-29 MDYV SPDR SERIES TRUST371.2K shares0.05%2025-12-312026-01-29 IEMG ISHARES INC460.7K shares0.43%2025-12-312026-01-29 MDYG SPDR SERIES TRUST326.1K shares0.08%2025-12-312026-01-29 SDY SPDR SERIES TRUST191.9K shares-1.03%2025-12-312026-01-29 SLYV SPDR SERIES TRUST281.8K shares-0.21%2025-12-312026-01-29 MDY SPDR S&P MIDCAP 400 ETF TR41.8K shares-0.24%2025-12-312026-01-29 CFG CITIZENS FINL GROUP INC427.0K shares-4.50%2025-12-312026-01-29 IBDS ISHARES TR1.0M shares3.97%2025-12-312026-01-29 IBDX ISHARES TR886.7K shares31.33%2025-12-312026-01-29 SLYG SPDR SERIES TRUST204.6K shares0.08%2025-12-312026-01-29 MSFT MICROSOFT CORP35.8K shares0.60%2025-12-312026-01-29 IBDR ISHARES TR712.3K shares-11.28%2025-12-312026-01-29 VTI VANGUARD INDEX FDS44.6K shares-3.15%2025-12-312026-01-29 AMZN AMAZON COM INC57.3K shares0.58%2025-12-312026-01-29 NYF ISHARES TR235.8K shares1.11%2025-12-312026-01-29 SCZ ISHARES TR157.7K shares-1.18%2025-12-312026-01-29 NVDA NVIDIA CORPORATION64.3K shares4.94%2025-12-312026-01-29 DDOG DATADOG INC81.8K shares-29.69%2025-12-312026-01-29 ALPHABET INC ALPHABET INC30.6K shares0.50%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.28.4K shares-0.69%2025-12-312026-01-29 ALPHABET INC ALPHABET INC26.5K shares3.04%2025-12-312026-01-29 IWB ISHARES TR21.8K shares-1.13%2025-12-312026-01-29 JLL JONES LANG LASALLE INC23.5K shares0.05%2025-12-312026-01-29 IWM ISHARES TR31.6K shares-1.30%2025-12-312026-01-29 TDTT FLEXSHARES TR262.9K shares-3.71%2025-12-312026-01-29 VNQ VANGUARD INDEX FDS57.6K shares3.94%2025-12-312026-01-29 XOM EXXON MOBIL CORP39.5K shares1.57%2025-12-312026-01-29 BROADCOM INC BROADCOM INC13.2K shares4.11%2025-12-312026-01-29 DVY ISHARES TR32.2K shares-0.23%2025-12-312026-01-29 MA MASTERCARD INCORPORATED7.7K shares1.75%2025-12-312026-01-29 META META PLATFORMS INC6.5K shares-0.45%2025-12-312026-01-29 SOXX ISHARES TR14.0K shares0.00%2025-12-312026-01-29 DFAT DIMENSIONAL ETF TRUST64.4K shares4.56%2025-12-312026-01-29 VEU VANGUARD INTL EQUITY INDEX F51.7K shares-0.10%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON17.8K shares1.09%2025-12-312026-01-29 TSLA TESLA INC7.9K shares10.06%2025-12-312026-01-29 IWF ISHARES TR7.2K shares231.64%2025-12-312026-01-29 VUG VANGUARD INDEX FDS6.9K shares81.55%2025-12-312026-01-29 DFIV DIMENSIONAL ETF TRUST66.4K shares582.72%2025-12-312026-01-29 V VISA INC9.2K shares1.28%2025-12-312026-01-29 ABBV ABBVIE INC13.2K shares3.54%2025-12-312026-01-29 EFA ISHARES TR30.5K shares0.79%2025-12-312026-01-29 GE AEROSPACE GE AEROSPACE9.5K shares2.61%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW3.3K shares-0.33%2025-12-312026-01-29 ORCL ORACLE CORP14.4K shares-0.81%2025-12-312026-01-29 VB VANGUARD INDEX FDS10.5K shares-1.76%2025-12-312026-01-29 AMAT APPLIED MATLS INC10.4K shares1.25%2025-12-312026-01-29 VTV VANGUARD INDEX FDS13.6K shares124.59%2025-12-312026-01-29 IWN ISHARES TR14.3K shares10.47%2025-12-312026-01-29 CROX CROCS INC29.7K shares1.29%2025-12-312026-01-29 IXUS ISHARES TR30.0K shares0.14%2025-12-312026-01-29 HDV ISHARES TR20.6K shares-0.15%2025-12-312026-01-29 LLY ELI LILLY & CO2.3K shares-3.11%2025-12-312026-01-29 JPST J P MORGAN EXCHANGE TRADED F47.8K shares0.00%2025-12-312026-01-29 JMST J P MORGAN EXCHANGE TRADED F47.4K shares37.79%2025-12-312026-01-29 LAMR LAMAR ADVERTISING CO NEW19.0K shares0.11%2025-12-312026-01-29 OEF ISHARES TR6.9K shares0.00%2025-12-312026-01-29 TJX TJX COS INC NEW15.0K shares1.17%2025-12-312026-01-29 HD HOME DEPOT INC6.5K shares-1.09%2025-12-312026-01-29 PG PROCTER AND GAMBLE CO15.4K shares-7.21%2025-12-312026-01-29 CITIGROUP INC CITIGROUP INC18.7K shares-1.60%2025-12-312026-01-29 NEAR ISHARES U S ETF TR40.4K shares0.00%2025-12-312026-01-29 MINT PIMCO ETF TR20.5K shares0.00%2025-12-312026-01-29 RJF RAYMOND JAMES FINL INC12.2K shares0.01%2025-12-312026-01-29 EFAV ISHARES TR22.7K shares-1.97%2025-12-312026-01-29 WMT WALMART INC16.2K shares-20.59%2025-12-312026-01-29 COMP COMPASS INC170.5K shares-1.09%2025-12-312026-01-29 ADP AUTOMATIC DATA PROCESSING IN6.9K shares-2.43%2025-12-312026-01-29 VBR VANGUARD INDEX FDS8.0K shares106.64%2025-12-312026-01-29 IVOO VANGUARD ADMIRAL FDS INC14.9K shares0.47%2025-12-312026-01-29 RWK INVESCO EXCH TRADED FD TR II13.0K shares0.00%2025-12-312026-01-29 MCD MCDONALDS CORP5.3K shares1.42%2025-12-312026-01-29 GEV GE VERNOVA INC2.5K shares4.56%2025-12-312026-01-29 ITOT ISHARES TR10.5K shares-9.73%2025-12-312026-01-29 CAT CATERPILLAR INC2.7K shares2.03%2025-12-312026-01-29 ABT ABBOTT LABS12.4K shares0.85%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS5.1K shares10.79%2025-12-312026-01-29 DE DEERE & CO3.2K shares-39.51%2025-12-312026-01-29 DFUV DIMENSIONAL ETF TRUST31.5K sharesnew addition2025-12-312026-01-29 KO COCA COLA CO20.7K shares6.15%2025-12-312026-01-29 NFLX NETFLIX INC15.1K shares839.42%2025-12-312026-01-29 NEE NEXTERA ENERGY INC17.6K shares1.92%2025-12-312026-01-29 VBK VANGUARD INDEX FDS4.6K shares146.15%2025-12-312026-01-29 RWJ INVESCO EXCH TRADED FD TR II28.3K shares0.00%2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS9.3K shares-0.09%2025-12-312026-01-29 IWR ISHARES TR13.8K shares-0.72%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS5.7K shares-16.47%2025-12-312026-01-29 VIOO VANGUARD ADMIRAL FDS INC11.0K shares0.48%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC1.4K shares1.19%2025-12-312026-01-29 JFLX J P MORGAN EXCHANGE TRADED F23.8K shares30.53%2025-12-312026-01-29 SCHF SCHWAB STRATEGIC TR49.4K shares-13.48%2025-12-312026-01-29 UBSI UNITED BANKSHARES INC WEST V30.7K shares0.14%2025-12-312026-01-29 CSCO CISCO SYS INC15.3K shares6.43%2025-12-312026-01-29 MS MORGAN STANLEY6.6K shares1.30%2025-12-312026-01-29 PJT PJT PARTNERS INC6.9K shares-34.95%2025-12-312026-01-29 CPNG COUPANG INC47.9K shares-2.18%2025-12-312026-01-29 HUBBELL INC HUBBELL INC2.5K shares0.68%2025-12-312026-01-29 DFIP DIMENSIONAL ETF TRUST26.9K shares-8.52%2025-12-312026-01-29 EEM ISHARES TR20.3K shares-0.95%2025-12-312026-01-29 ORLY OREILLY AUTOMOTIVE INC12.0K shares1.44%2025-12-312026-01-29 TMO THERMO FISHER SCIENTIFIC INC1.9K shares1.62%2025-12-312026-01-29 BAC BANK AMERICA CORP18.9K shares6.98%2025-12-312026-01-29 WFC WELLS FARGO CO NEW10.9K shares4.93%2025-12-312026-01-29 PM PHILIP MORRIS INTL INC6.3K shares-5.03%2025-12-312026-01-29 CRM SALESFORCE INC3.8K shares-0.29%2025-12-312026-01-29 SCHC SCHWAB STRATEGIC TR22.0K sharesnew addition2025-12-312026-01-29 AXP AMERICAN EXPRESS CO2.7K shares-21.17%2025-12-312026-01-29 RTX RTX CORPORATION5.4K shares4.30%2025-12-312026-01-29 CVX CHEVRON CORP NEW6.3K shares-3.02%2025-12-312026-01-29 PDN INVESCO EXCH TRADED FD TR II21.3K shares0.00%2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP1.8K shares1.17%2025-12-312026-01-29 DFUS DIMENSIONAL ETF TRUST11.7K shares0.00%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR8.3K shares0.29%2025-12-312026-01-29 EFG ISHARES TR7.3K sharesnew addition2025-12-312026-01-29 SCHW SCHWAB CHARLES CORP8.3K shares1.13%2025-12-312026-01-29 SCHX SCHWAB STRATEGIC TR30.8K shares-5.54%2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares-0.51%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC4.6K shares6.48%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC3.8K shares11.48%2025-12-312026-01-29 ROST ROSS STORES INC4.4K shares-18.11%2025-12-312026-01-29 LOW LOWES COS INC3.3K shares0.24%2025-12-312026-01-29 TXN TEXAS INSTRS INC4.6K shares-2.04%2025-12-312026-01-29 BKNG BOOKING HOLDINGS INC145 shares5.84%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-29 EMR EMERSON ELEC CO5.7K shares1.39%2025-12-312026-01-29 VXUS VANGUARD STAR FDS9.9K shares-5.23%2025-12-312026-01-29 DIS DISNEY WALT CO6.4K shares-9.18%2025-12-312026-01-29 GLD SPDR GOLD TR1.8K shares0.00%2025-12-312026-01-29 CSX CSX CORP19.8K shares1.11%2025-12-312026-01-29 PFE PFIZER INC28.0K shares5.07%2025-12-312026-01-29 ISRG INTUITIVE SURGICAL INC1.2K shares6.17%2025-12-312026-01-29 ED CONSOLIDATED EDISON INC7.0K shares15.06%2025-12-312026-01-29 GLW CORNING INC7.7K shares-0.10%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR4.7K shares74.40%2025-12-312026-01-29 TFC TRUIST FINL CORP13.6K shares0.32%2025-12-312026-01-29 HSY HERSHEY CO3.7K shares-0.19%2025-12-312026-01-29 PGR PROGRESSIVE CORP2.9K shares1.67%2025-12-312026-01-29 AMGN AMGEN INC2.0K shares5.14%2025-12-312026-01-29 MO ALTRIA GROUP INC11.1K shares-0.47%2025-12-312026-01-29 LINDE PLC LINDE PLC1.5K shares-3.10%2025-12-312026-01-29 MU MICRON TECHNOLOGY INC2.2K shares14.04%2025-12-312026-01-29 VSS VANGUARD INTL EQUITY INDEX F4.3K shares0.00%2025-12-312026-01-29 INTC INTEL CORP16.5K shares-26.61%2025-12-312026-01-29 UNH UNITEDHEALTH GROUP INC1.8K shares4.46%2025-12-312026-01-29 LHX L3HARRIS TECHNOLOGIES INC2.0K shares0.75%2025-12-312026-01-29 VDE VANGUARD WORLD FD4.7K shares0.00%2025-12-312026-01-29 SYK STRYKER CORPORATION1.7K shares-6.17%2025-12-312026-01-29 URI UNITED RENTALS INC714 shares6.89%2025-12-312026-01-29 CMI CUMMINS INC1.1K shares0.62%2025-12-312026-01-29 NVS NOVARTIS AG4.1K shares3.73%2025-12-312026-01-29 DHR DANAHER CORPORATION2.5K shares0.90%2025-12-312026-01-29 HON HONEYWELL INTL INC2.9K shares-0.42%2025-12-312026-01-29 IDEV ISHARES TR6.7K shares0.00%2025-12-312026-01-29 IWD ISHARES TR2.6K shares0.00%2025-12-312026-01-29 FRA BLACKROCK FLOATING RATE INCO46.5K shares3.13%2025-12-312026-01-29 VGSH VANGUARD SCOTTSDALE FDS9.3K shares0.00%2025-12-312026-01-29 ASML ASML HOLDING N V507 shares-2.50%2025-12-312026-01-29 SCHG SCHWAB STRATEGIC TR16.5K shares-4.42%2025-12-312026-01-29 NSC NORFOLK SOUTHN CORP1.8K shares0.72%2025-12-312026-01-29 PEG PUBLIC SVC ENTERPRISE GRP IN6.5K sharesnew addition2025-12-312026-01-29 QCOM QUALCOMM INC3.0K shares8.92%2025-12-312026-01-29 T AT&T INC20.6K shares3.65%2025-12-312026-01-29 ITW ILLINOIS TOOL WKS INC2.0K shares1.44%2025-12-312026-01-29 PEP PEPSICO INC3.5K shares-10.43%2025-12-312026-01-29 POST POST HLDGS INC5.0K shares-0.34%2025-12-312026-01-29 PH PARKER-HANNIFIN CORP565 shares0.36%2025-12-312026-01-29 FFIV F5 INC1.9K shares1.70%2025-12-312026-01-29 ECL ECOLAB INC1.9K shares2.77%2025-12-312026-01-29 COF CAPITAL ONE FINL CORP1.9K shares23.67%2025-12-312026-01-29 DGRW WISDOMTREE TR5.1K shares-30.25%2025-12-312026-01-29 HLT HILTON WORLDWIDE HLDGS INC1.6K shares6.20%2025-12-312026-01-29 SO SOUTHERN CO5.2K shares14.17%2025-12-312026-01-29 J JACOBS SOLUTIONS INC3.4K shares4.84%2025-12-312026-01-29 AOA ISHARES TR5.0K shares-30.89%2025-12-312026-01-29 SCHB SCHWAB STRATEGIC TR16.9K shares-3.27%2025-12-312026-01-29 VRP INVESCO EXCH TRADED FD TR II18.1K shares-21.91%2025-12-312026-01-29 IOO ISHARES TR3.5K shares0.00%2025-12-312026-01-29 PFF ISHARES TR14.2K shares0.00%2025-12-312026-01-29 IVE ISHARES TR2.0K shares0.00%2025-12-312026-01-29 IVW ISHARES TR3.5K shares0.00%2025-12-312026-01-29 ARES ARES MANAGEMENT CORPORATION2.6K shares0.69%2025-12-312026-01-29 QUAL ISHARES TR2.1K shares0.00%2025-12-312026-01-29 FBRT FRANKLIN BSP RLTY TR INC41.3K shares-2.66%2025-12-312026-01-29 IWO ISHARES TR1.3K shares41.91%2025-12-312026-01-29 CB CHUBB LIMITED1.3K shares7.92%2025-12-312026-01-29 BRO BROWN & BROWN INC5.0K shares5.33%2025-12-312026-01-29 XLP SELECT SECTOR SPDR TR5.1K shares-9.39%2025-12-312026-01-29 INTU INTUIT600 shares5.45%2025-12-312026-01-29 IBMP ISHARES TR15.6K shares-11.52%2025-12-312026-01-29 KLAC KLA CORP325 shares0.31%2025-12-312026-01-29 VOE VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC9.6K shares-1.10%2025-12-312026-01-29 ADBE ADOBE INC1.1K shares3.47%2025-12-312026-01-29 IBMR ISHARES TR15.2K shares-29.05%2025-12-312026-01-29 NOW SERVICENOW INC2.5K shares374.91%2025-12-312026-01-29 SMH VANECK ETF TRUST1.1K shares-3.00%2025-12-312026-01-29 KKR & CO INC KKR & CO INC3.0K shares2.22%2025-12-312026-01-29 UNP UNION PAC CORP1.6K shares-4.52%2025-12-312026-01-29 GBDC GOLUB CAP BDC INC27.8K shares0.00%2025-12-312026-01-29 SUSA ISHARES TR2.7K shares0.00%2025-12-312026-01-29 SBUX STARBUCKS CORP4.4K shares7.54%2025-12-312026-01-29 UBER UBER TECHNOLOGIES INC4.5K shares-6.53%2025-12-312026-01-29 ADI ANALOG DEVICES INC1.3K shares4.40%2025-12-312026-01-29 VOT VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-29 LNT ALLIANT ENERGY CORP5.5K shares0.09%2025-12-312026-01-29 WSM WILLIAMS SONOMA INC2.0K shares0.46%2025-12-312026-01-29 PANW PALO ALTO NETWORKS INC1.9K shares-10.61%2025-12-312026-01-29 SPOT SPOTIFY TECHNOLOGY S A604 shares-11.44%2025-12-312026-01-29 DTCR GLOBAL X FDS16.4K shares0.00%2025-12-312026-01-29 CGMS CAPITAL GRP FIXED INCM ETF T12.4K shares0.00%2025-12-312026-01-29 VDC VANGUARD WORLD FD1.5K shares-0.77%2025-12-312026-01-29 MMM 3M CO2.0K shares0.05%2025-12-312026-01-29 IBMQ ISHARES TR12.7K shares-22.62%2025-12-312026-01-29 CTVA CORTEVA INC4.8K shares4.14%2025-12-312026-01-29 CVS CVS HEALTH CORP4.1K shares17.84%2025-12-312026-01-29 IYW ISHARES TR1.6K shares0.00%2025-12-312026-01-29 SCHV SCHWAB STRATEGIC TR10.8K shares-3.09%2025-12-312026-01-29 APD AIR PRODS & CHEMS INC1.3K shares-5.99%2025-12-312026-01-29 BA BOEING CO1.4K shares-23.67%2025-12-312026-01-29 CL COLGATE PALMOLIVE CO3.9K shares8.89%2025-12-312026-01-29 GILD GILEAD SCIENCES INC2.5K shares9.11%2025-12-312026-01-29 GEHC GE HEALTHCARE TECHNOLOGIES I3.7K shares2.70%2025-12-312026-01-29 TMUS T-MOBILE US INC1.5K shares-2.95%2025-12-312026-01-29 PSX PHILLIPS 662.3K shares-67.37%2025-12-312026-01-29 FNDC SCHWAB STRATEGIC TR6.7K shares0.00%2025-12-312026-01-29 REGN REGENERON PHARMACEUTICALS382 sharesnew addition2025-12-312026-01-29 DGRO ISHARES TR4.2K shares0.00%2025-12-312026-01-29 GIS GENERAL MLS INC6.2K shares-0.35%2025-12-312026-01-29 VGT VANGUARD WORLD FD380 shares-5.24%2025-12-312026-01-29 COP CONOCOPHILLIPS3.0K shares-3.48%2025-12-312026-01-29 INDA ISHARES TR5.2K shares0.00%2025-12-312026-01-29 BXSL BLACKSTONE SECD LENDING FD10.7K shares0.00%2025-12-312026-01-29 FAST FASTENAL CO7.0K shares-2.78%2025-12-312026-01-29 UNILEVER PLC UNILEVER PLC4.3K sharesnew addition2025-12-312026-01-29 SHEL SHELL PLC3.8K shares3.81%2025-12-312026-01-29 TM TOYOTA MOTOR CORP1.3K shares1.51%2025-12-312026-01-29 ESGU ISHARES TR1.8K shares0.00%2025-12-312026-01-29 VO VANGUARD INDEX FDS937 shares0.00%2025-12-312026-01-29 DEM WISDOMTREE TR5.7K shares-8.59%2025-12-312026-01-29 RDVY FIRST TR EXCHANGE TRADED FD3.8K shares0.00%2025-12-312026-01-29 IUSV ISHARES TR2.6K shares0.00%2025-12-312026-01-29 EME EMCOR GROUP INC431 shares-5.69%2025-12-312026-01-29 EQR EQUITY RESIDENTIAL4.2K shares-1.85%2025-12-312026-01-29 SE SEA LTD2.1K shares-22.55%2025-12-312026-01-29 BRLT BRILLIANT EARTH GROUP INC148.3K shares0.00%2025-12-312026-01-29 CACC CREDIT ACCEP CORP MICH583 shares0.00%2025-12-312026-01-29 VRA VERA BRADLEY INC106.7K shares98.66%2025-12-312026-01-29 AZN ASTRAZENECA PLC2.8K shares6.85%2025-12-312026-01-29 DTD WISDOMTREE TR3.0K shares0.00%2025-12-312026-01-29 FDX FEDEX CORP879 sharesnew addition2025-12-312026-01-29 NOC NORTHROP GRUMMAN CORP439 shares3.05%2025-12-312026-01-29 MCO MOODYS CORP488 shares3.61%2025-12-312026-01-29 SCHD SCHWAB STRATEGIC TR9.0K shares-6.37%2025-12-312026-01-29 CPT CAMDEN PPTY TR2.2K shares7.95%2025-12-312026-01-29 IBMO ISHARES TR9.3K shares-14.96%2025-12-312026-01-29 CRWD CROWDSTRIKE HLDGS INC509 shares-10.86%2025-12-312026-01-29 CMCSA COMCAST CORP NEW8.0K shares22.85%2025-12-312026-01-29 VV VANGUARD INDEX FDS753 shares-32.16%2025-12-312026-01-29 ROL ROLLINS INC3.9K shares8.55%2025-12-312026-01-29 IGM ISHARES TR1.8K shares0.00%2025-12-312026-01-29 HSBC HSBC HLDGS PLC2.9K sharesnew addition2025-12-312026-01-29 TPR TAPESTRY INC1.8K shares0.61%2025-12-312026-01-29 SAP SAP SE929 shares-10.67%2025-12-312026-01-29 KMI KINDER MORGAN INC DEL8.2K shares-2.29%2025-12-312026-01-29 APP APPLOVIN CORP327 sharesnew addition2025-12-312026-01-29 YUM YUM BRANDS INC1.5K shares3.93%2025-12-312026-01-29 BNL BROADSTONE NET LEASE INC12.6K shares0.00%2025-12-312026-01-29 FNDX SCHWAB STRATEGIC TR8.0K shares0.00%2025-12-312026-01-29 IJK ISHARES TR2.2K shares0.00%2025-12-312026-01-29 VNQI VANGUARD INTL EQUITY INDEX F4.7K sharesnew addition2025-12-312026-01-29 PNC PNC FINL SVCS GROUP INC1.0K shares1.47%2025-12-312026-01-29 WMB WILLIAMS COS INC3.6K sharesnew addition2025-12-312026-01-29 VT VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2025-12-312026-01-29 SPGI S&P GLOBAL INC411 sharesnew addition2025-12-312026-01-29 CEG CONSTELLATION ENERGY CORP606 sharesnew addition2025-12-312026-01-29 GBX GREENBRIER COS INC4.6K shares3.26%2025-12-312026-01-29 APH AMPHENOL CORP NEW1.6K sharesnew addition2025-12-312026-01-29 MCK MCKESSON CORP258 sharesnew addition2025-12-312026-01-29 VRTX VERTEX PHARMACEUTICALS INC465 sharesnew addition2025-12-312026-01-29 PYPL PAYPAL HLDGS INC3.6K shares-1.29%2025-12-312026-01-29 XLE SELECT SECTOR SPDR TR4.7K shares86.95%2025-12-312026-01-29 IDXX IDEXX LABS INC310 sharesnew addition2025-12-312026-01-29 GSLC GOLDMAN SACHS ETF TR1.6K shares0.00%2025-12-312026-01-29 BMY BRISTOL-MYERS SQUIBB CO3.8K sharesnew addition2025-12-312026-01-29 JCI JOHNSON CTLS INTL PLC1.7K sharesnew addition2025-12-312026-01-29 PAYX PAYCHEX INC1.8K shares-15.67%2025-12-312026-01-29 TSN TYSON FOODS INC3.4K sharesnew addition2025-12-312026-01-29 F FORD MTR CO10.0K shares-24.89%2025-12-312026-01-29 SAN BANCO SANTANDER SA10.6K sharesnew addition2025-12-312026-01-29 MFG MIZUHO FINANCIAL GROUP INC12.8K sharesnew addition2025-12-312026-01-29 LYG LLOYDS BANKING GROUP PLC10.9K shares8.68%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available