The Analysis of Legacy Capital Wealth Partners, LLC's Holdings
Currently, Legacy Capital Wealth Partners, LLC holds 376 types of securities in its portfolio with a total value $465.9M. In the most recent quarter, they have increased their positions in NFLX (+11.5K shares, valued at $1.1M), N/A (+16.3K shares, valued at $1.1M), TAFM (+24.9K shares, valued at $632.4K); decreased their positions in BIL (-49.8K shares, valued at $4.6M), MINT (-20.3K shares, valued at $2.0M), TSLA (-4.3K shares, valued at $1.9M); initiated new positions in N/A (+16.3K shares, valued at $1.1M), N/A (+9.3K shares, valued at $608.1K), FLRN (+17.6K shares, valued at $539.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WMT WALMART INC522.9K shares-1.20%2025-12-312026-01-16
JBHT HUNT J B TRANS SVCS INC119.4K shares0.00%2025-12-312026-01-16 TSLA TESLA INC24.6K shares-14.88%2025-12-312026-01-16 RDVY FIRST TR EXCHANGE TRADED FD150.6K shares-3.85%2025-12-312026-01-16 SPY SPDR S&P 500 ETF TR65.9K shares6.28%2025-12-312026-01-16 GAP GAP INC378.6K shares-0.99%2025-12-312026-01-16 IVV ISHARES TR12.3K shares-6.87%2025-12-312026-01-16 FJUN FIRST TR EXCHNG TRADED FD VI141.0K shares-6.92%2025-12-312026-01-16 RWL INVESCO EXCH TRADED FD TR II72.5K shares-3.76%2025-12-312026-01-16 PKW INVESCO EXCHANGE TRADED FD T58.8K shares-8.98%2025-12-312026-01-16 NVDA NVIDIA CORPORATION37.9K shares-0.64%2025-12-312026-01-16 AAPL APPLE INC24.5K shares1.16%2025-12-312026-01-16 FAUG FIRST TR EXCHNG TRADED FD VI110.8K shares-7.70%2025-12-312026-01-16 EOG EOG RES INC53.1K shares0.02%2025-12-312026-01-16 MSFT MICROSOFT CORP9.5K shares-0.10%2025-12-312026-01-16 JAAA JANUS DETROIT STR TR83.3K shares13.54%2025-12-312026-01-16 YMAR FIRST TR EXCHNG TRADED FD VI154.0K shares-6.52%2025-12-312026-01-16 AMZN AMAZON COM INC17.6K shares-1.94%2025-12-312026-01-16 SPYI NEOS ETF TRUST76.1K shares5.76%2025-12-312026-01-16 BIL SPDR SERIES TRUST42.3K shares-54.11%2025-12-312026-01-16 DFAC DIMENSIONAL ETF TRUST86.0K shares-1.02%2025-12-312026-01-16 GLDM WORLD GOLD TR39.0K shares6.93%2025-12-312026-01-16 DFAU DIMENSIONAL ETF TRUST70.0K shares-4.43%2025-12-312026-01-16 ALPHABET INC ALPHABET INC10.4K shares2.54%2025-12-312026-01-16 SYM SYMBOTIC INC53.2K shares0.00%2025-12-312026-01-16 OZK BANK OZK LITTLE ROCK ARK61.8K shares-0.07%2025-12-312026-01-16 META META PLATFORMS INC4.2K shares4.54%2025-12-312026-01-16 BILZ PIMCO ETF TR26.9K shares0.13%2025-12-312026-01-16 GMOV GMO ETF TRUST96.5K shares6.81%2025-12-312026-01-16 DFAX DIMENSIONAL ETF TRUST78.5K shares-0.61%2025-12-312026-01-16 ACIO ETF SER SOLUTIONS53.7K shares0.51%2025-12-312026-01-16 JEPI J P MORGAN EXCHANGE TRADED F40.9K shares8.71%2025-12-312026-01-16 PFF ISHARES TR71.2K shares7.76%2025-12-312026-01-16 AOK ISHARES TR54.9K shares-0.80%2025-12-312026-01-16 V VISA INC6.2K shares-1.14%2025-12-312026-01-16 MINT PIMCO ETF TR20.7K shares-49.58%2025-12-312026-01-16 AVUV AMERICAN CENTY ETF TR19.6K shares6.36%2025-12-312026-01-16 BROADCOM INC BROADCOM INC5.7K shares-4.96%2025-12-312026-01-16 TCAF T ROWE PRICE ETF INC49.3K shares-2.59%2025-12-312026-01-16 JPM JPMORGAN CHASE & CO.5.8K shares-2.40%2025-12-312026-01-16 MLPX GLOBAL X FDS30.7K shares2.64%2025-12-312026-01-16 FTLS FIRST TR EXCH TRADED FD III25.1K shares54.53%2025-12-312026-01-16 PM PHILIP MORRIS INTL INC11.0K shares1.42%2025-12-312026-01-16 EFA ISHARES TR18.2K shares1.06%2025-12-312026-01-16 DMAR FIRST TR EXCHNG TRADED FD VI41.9K shares0.00%2025-12-312026-01-16 XOM EXXON MOBIL CORP14.2K shares0.27%2025-12-312026-01-16 DFAI DIMENSIONAL ETF TRUST44.5K shares26.03%2025-12-312026-01-16 LDUR PIMCO ETF TR17.6K shares-1.33%2025-12-312026-01-16 HTGC HERCULES CAPITAL INC89.6K shares9.72%2025-12-312026-01-16 MAIN MAIN STR CAP CORP27.6K shares7.56%2025-12-312026-01-16 CVX CHEVRON CORP NEW10.7K shares-1.96%2025-12-312026-01-16 VTV VANGUARD INDEX FDS8.4K shares0.08%2025-12-312026-01-16 GBDC GOLUB CAP BDC INC117.2K shares10.32%2025-12-312026-01-16 ALPHABET INC ALPHABET INC5.0K shares11.53%2025-12-312026-01-16 GAIN GLADSTONE INVT CORP111.3K shares10.00%2025-12-312026-01-16 TSLX SIXTH STREET SPECIALTY LENDI68.1K shares11.14%2025-12-312026-01-16 BND VANGUARD BD INDEX FDS19.9K shares-1.25%2025-12-312026-01-16 CSWC CAPITAL SOUTHWEST CORP66.2K shares12.92%2025-12-312026-01-16 ARCC ARES CAPITAL CORP72.3K shares12.36%2025-12-312026-01-16 USB US BANCORP DEL27.3K shares-2.54%2025-12-312026-01-16 TRIN TRINITY CAP INC98.3K shares11.69%2025-12-312026-01-16 FDUS FIDUS INVT CORP72.9K shares11.42%2025-12-312026-01-16 BXSL BLACKSTONE SECD LENDING FD53.4K shares13.31%2025-12-312026-01-16 FTCS FIRST TR EXCHANGE-TRADED FD15.0K shares-0.90%2025-12-312026-01-16 HYLS FIRST TR EXCHANGE-TRADED FD33.3K shares1.58%2025-12-312026-01-16 VZ VERIZON COMMUNICATIONS INC33.2K shares-0.73%2025-12-312026-01-16 MA MASTERCARD INCORPORATED2.3K shares6.22%2025-12-312026-01-16 HD HOME DEPOT INC3.8K shares1.89%2025-12-312026-01-16 GLD SPDR GOLD TR3.3K shares0.15%2025-12-312026-01-16 UCON FIRST TR EXCHNG TRADED FD VI51.8K shares3.07%2025-12-312026-01-16 CAVA CAVA GROUP INC22.0K shares0.40%2025-12-312026-01-16 TJX TJX COS INC NEW8.4K shares7.20%2025-12-312026-01-16 MSDL MORGAN STANLEY DIRECT LENDIN77.0K shares8.69%2025-12-312026-01-16 OBDC BLUE OWL CAPITAL CORPORATION101.7K shares12.55%2025-12-312026-01-16 GLAD GLADSTONE CAPITAL CORP60.6K shares15.72%2025-12-312026-01-16 TCHP T ROWE PRICE ETF INC24.8K shares-0.83%2025-12-312026-01-16 CWB SPDR SERIES TRUST13.6K shares69.89%2025-12-312026-01-16 SCHD SCHWAB STRATEGIC TR43.7K shares-17.05%2025-12-312026-01-16 NFLX NETFLIX INC12.7K shares1012.29%2025-12-312026-01-16 FTSL FIRST TR EXCHANGE-TRADED FD25.5K shares4.56%2025-12-312026-01-16 JNJ JOHNSON & JOHNSON5.6K shares-2.83%2025-12-312026-01-16 DFAT DIMENSIONAL ETF TRUST18.5K shares11.58%2025-12-312026-01-16 GWW WW GRAINGER INC1.1K shares4.33%2025-12-312026-01-16 MMC MARSH & MCLENNAN COS INC5.8K shares11.46%2025-12-312026-01-16 UNP UNION PAC CORP4.6K shares-2.53%2025-12-312026-01-16 UNILEVER PLC UNILEVER PLC16.3K sharesnew addition2025-12-312026-01-16 TSM TAIWAN SEMICONDUCTOR MFG LTD3.4K shares0.32%2025-12-312026-01-16 ORLY OREILLY AUTOMOTIVE INC11.4K shares7.25%2025-12-312026-01-16 SPTM SPDR SERIES TRUST12.5K shares-4.97%2025-12-312026-01-16 EFG ISHARES TR9.0K shares-0.36%2025-12-312026-01-16 SPYM SPDR SERIES TRUST12.8K shares-9.70%2025-12-312026-01-16 VEA VANGUARD TAX-MANAGED FDS15.7K shares5.00%2025-12-312026-01-16 GSK PLC GSK PLC19.8K shares-8.71%2025-12-312026-01-16 IWP ISHARES TR7.1K shares0.87%2025-12-312026-01-16 MEDTRONIC PLC MEDTRONIC PLC10.0K shares-1.04%2025-12-312026-01-16 ICLR ICON PLC5.2K shares0.40%2025-12-312026-01-16 TAFM AB ACTIVE ETFS INC37.3K shares200.24%2025-12-312026-01-16 TXN TEXAS INSTRS INC5.5K shares23.87%2025-12-312026-01-16 WMB WILLIAMS COS INC15.7K shares12.38%2025-12-312026-01-16 INTU INTUIT1.4K shares5.04%2025-12-312026-01-16 BUFZ FIRST TR EXCHNG TRADED FD VI34.9K shares46.03%2025-12-312026-01-16 PLTR PALANTIR TECHNOLOGIES INC5.2K shares-24.77%2025-12-312026-01-16 ABBV ABBVIE INC4.0K shares-10.95%2025-12-312026-01-16 HIG HARTFORD INSURANCE GROUP INC6.6K shares10.21%2025-12-312026-01-16 LOW LOWES COS INC3.7K shares-1.16%2025-12-312026-01-16 IWD ISHARES TR4.3K shares-22.49%2025-12-312026-01-16 PH PARKER-HANNIFIN CORP1.0K shares8.02%2025-12-312026-01-16 SMTH ALPS ETF TR33.6K shares-3.57%2025-12-312026-01-16 PG PROCTER AND GAMBLE CO6.1K shares14.45%2025-12-312026-01-16 KLAC KLA CORP718 shares15.62%2025-12-312026-01-16 TFC TRUIST FINL CORP17.6K shares-0.65%2025-12-312026-01-16 UPS UNITED PARCEL SERVICE INC8.7K shares48.79%2025-12-312026-01-16 AVMV AMERICAN CENTY ETF TR12.0K shares-0.15%2025-12-312026-01-16 MCK MCKESSON CORP1.0K shares14.24%2025-12-312026-01-16 IWF ISHARES TR1.8K shares0.11%2025-12-312026-01-16 GPC GENUINE PARTS CO6.8K shares0.49%2025-12-312026-01-16 ISRG INTUITIVE SURGICAL INC1.5K shares1.82%2025-12-312026-01-16 WFC WELLS FARGO CO NEW8.8K shares-0.86%2025-12-312026-01-16 SNPS SYNOPSYS INC1.7K shares-8.05%2025-12-312026-01-16 VOT VANGUARD INDEX FDS2.9K shares0.00%2025-12-312026-01-16 LLY ELI LILLY & CO746 shares8.43%2025-12-312026-01-16 PYLD PIMCO ETF TR30.0K shares10.32%2025-12-312026-01-16 PNC PNC FINL SVCS GROUP INC3.8K shares-1.11%2025-12-312026-01-16 AMAT APPLIED MATLS INC3.1K shares15.24%2025-12-312026-01-16 VRTX VERTEX PHARMACEUTICALS INC1.7K shares14.90%2025-12-312026-01-16 TMO THERMO FISHER SCIENTIFIC INC1.3K shares-3.70%2025-12-312026-01-16 COF CAPITAL ONE FINL CORP3.1K shares-7.23%2025-12-312026-01-16 TRV TRAVELERS COMPANIES INC2.6K shares-10.10%2025-12-312026-01-16 COST COSTCO WHSL CORP NEW879 shares0.69%2025-12-312026-01-16 TAFI AB ACTIVE ETFS INC29.9K shares0.00%2025-12-312026-01-16 VFLO VICTORY PORTFOLIOS II19.1K shares-6.44%2025-12-312026-01-16 AZN ASTRAZENECA PLC8.0K shares-9.05%2025-12-312026-01-16 LMT LOCKHEED MARTIN CORP1.5K shares-2.63%2025-12-312026-01-16 WPC WP CAREY INC11.4K shares2.46%2025-12-312026-01-16 KO COCA COLA CO10.4K shares-5.32%2025-12-312026-01-16 DIS DISNEY WALT CO6.4K shares-4.73%2025-12-312026-01-16 DFEM DIMENSIONAL ETF TRUST21.7K shares16.43%2025-12-312026-01-16 ROST ROSS STORES INC4.0K shares-6.59%2025-12-312026-01-16 MBB ISHARES TR7.5K shares1.21%2025-12-312026-01-16 CENCORA INC CENCORA INC2.1K shares-3.62%2025-12-312026-01-16 ASML ASML HOLDING N V656 shares6.49%2025-12-312026-01-16 LHX L3HARRIS TECHNOLOGIES INC2.4K shares-5.34%2025-12-312026-01-16 HSY HERSHEY CO3.8K shares-1.89%2025-12-312026-01-16 KNGZ FIRST TR EXCHANGE TRADED FD19.0K shares-7.32%2025-12-312026-01-16 ETHA ISHARES ETHEREUM TR30.3K shares85.83%2025-12-312026-01-16 APP APPLOVIN CORP986 shares-15.65%2025-12-312026-01-16 T AT&T INC26.5K shares-1.64%2025-12-312026-01-16 TPL TEXAS PACIFIC LAND CORPORATI2.3K shares207.16%2025-12-312026-01-16 BR BROADRIDGE FINL SOLUTIONS IN2.9K shares-1.19%2025-12-312026-01-16 PGR PROGRESSIVE CORP2.8K shares12.75%2025-12-312026-01-16 HOMB HOME BANCSHARES INC23.1K shares0.65%2025-12-312026-01-16 SPGI S&P GLOBAL INC1.2K shares-7.34%2025-12-312026-01-16 LINDE PLC LINDE PLC1.5K shares2.61%2025-12-312026-01-16 DFAR DIMENSIONAL ETF TRUST27.5K shares-17.54%2025-12-312026-01-16 NOW SERVICENOW INC4.1K shares601.72%2025-12-312026-01-16 DFAS DIMENSIONAL ETF TRUST8.9K shares-7.54%2025-12-312026-01-16 VOE VANGUARD INDEX FDS3.5K shares0.00%2025-12-312026-01-16 AVLV AMERICAN CENTY ETF TR8.1K shares-12.60%2025-12-312026-01-16 PWR QUANTA SVCS INC1.4K shares18.18%2025-12-312026-01-16 DFAW DIMENSIONAL ETF TRUST8.2K shares172.46%2025-12-312026-01-16 APD AIR PRODS & CHEMS INC2.4K shares49.08%2025-12-312026-01-16 SNY SANOFI SA12.4K shares3.52%2025-12-312026-01-16 APH AMPHENOL CORP NEW4.4K shares17.82%2025-12-312026-01-16 TNGY TORTOISE CAPITAL SERIES TRUS66.0K shares0.00%2025-12-312026-01-16 MCO MOODYS CORP1.2K shares-0.26%2025-12-312026-01-16 ORCL ORACLE CORP3.0K shares11.97%2025-12-312026-01-16 VCIT VANGUARD SCOTTSDALE FDS6.9K shares0.00%2025-12-312026-01-16 CTRA COTERRA ENERGY INC21.7K shares-0.27%2025-12-312026-01-16 VBK VANGUARD INDEX FDS1.9K shares1.12%2025-12-312026-01-16 RTX RTX CORPORATION3.0K shares-16.15%2025-12-312026-01-16 VNQ VANGUARD INDEX FDS6.1K shares14.33%2025-12-312026-01-16 FLRN SPDR SERIES TRUST17.6K sharesnew addition2025-12-312026-01-16 DFUS DIMENSIONAL ETF TRUST7.2K shares-19.15%2025-12-312026-01-16 ROE EA SERIES TRUST15.2K shares-6.55%2025-12-312026-01-16 FVD FIRST TR EXCHANGE-TRADED FD11.6K shares-9.72%2025-12-312026-01-16 MU MICRON TECHNOLOGY INC1.9K shares0.05%2025-12-312026-01-16 DG DOLLAR GEN CORP NEW4.0K shares3.59%2025-12-312026-01-16 SCHW SCHWAB CHARLES CORP5.3K shares0.32%2025-12-312026-01-16 MDY SPDR S&P MIDCAP 400 ETF TR874 shares-1.91%2025-12-312026-01-16 UNH UNITEDHEALTH GROUP INC1.6K shares-35.58%2025-12-312026-01-16 BAC BANK AMERICA CORP9.5K shares1.94%2025-12-312026-01-16 AZO AUTOZONE INC154 shares12.41%2025-12-312026-01-16 JPST J P MORGAN EXCHANGE TRADED F10.3K shares0.00%2025-12-312026-01-16 SNA SNAP ON INC1.5K shares-5.90%2025-12-312026-01-16 URI UNITED RENTALS INC637 shares16.88%2025-12-312026-01-16 CSCO CISCO SYS INC6.7K shares-3.60%2025-12-312026-01-16 XLU SELECT SECTOR SPDR TR12.0K shares127.25%2025-12-312026-01-16 CSL CARLISLE COS INC1.6K shares-0.38%2025-12-312026-01-16 KVUE KENVUE INC29.4K shares18.05%2025-12-312026-01-16 AMGN AMGEN INC1.5K shares-4.39%2025-12-312026-01-16 XLE SELECT SECTOR SPDR TR11.3K shares119.01%2025-12-312026-01-16 CDNS CADENCE DESIGN SYSTEM INC1.6K shares14.54%2025-12-312026-01-16 FBRT FRANKLIN BSP RLTY TR INC20.0K sharesnew addition2025-12-312026-01-16 JANM FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2025-12-312026-01-16 JLL JONES LANG LASALLE INC1.5K shares-2.71%2025-12-312026-01-16 BDX BECTON DICKINSON & CO2.5K shares18.34%2025-12-312026-01-16 PYPL PAYPAL HLDGS INC8.3K shares-15.47%2025-12-312026-01-16 AJG GALLAGHER ARTHUR J & CO1.8K shares-6.26%2025-12-312026-01-16 DFIS DIMENSIONAL ETF TRUST14.4K shares5.71%2025-12-312026-01-16 MKL MARKEL GROUP INC218 shares-5.22%2025-12-312026-01-16 IEFA ISHARES TR12.5K shares2.99%2025-12-312026-01-16 DEO DIAGEO PLC5.4K shares21.87%2025-12-312026-01-16 PLD PROLOGIS INC.3.6K shares-14.14%2025-12-312026-01-16 IJR ISHARES TR11.9K shares2.17%2025-12-312026-01-16 BSX BOSTON SCIENTIFIC CORP4.8K shares15.06%2025-12-312026-01-16 NEE NEXTERA ENERGY INC5.7K shares-3.28%2025-12-312026-01-16 DOC HEALTHPEAK PROPERTIES INC28.2K shares25.21%2025-12-312026-01-16 VIG VANGUARD SPECIALIZED FUNDS2.1K shares1.18%2025-12-312026-01-16 XLB SELECT SECTOR SPDR TR9.9K shares132.52%2025-12-312026-01-16 SHEL SHELL PLC6.1K shares6.58%2025-12-312026-01-16 TSCO TRACTOR SUPPLY CO9.0K shares-4.28%2025-12-312026-01-16 FAST FASTENAL CO11.1K shares-0.87%2025-12-312026-01-16 ABT ABBOTT LABS3.5K shares-4.12%2025-12-312026-01-16 SYY SYSCO CORP5.9K shares-5.60%2025-12-312026-01-16 DECM FIRST TR EXCHNG TRADED FD VI13.2K shares0.00%2025-12-312026-01-16 ISTB ISHARES TR8.9K shares0.00%2025-12-312026-01-16 TMUS T-MOBILE US INC2.1K shares10.73%2025-12-312026-01-16 SPIB SPDR SERIES TRUST12.6K shares0.00%2025-12-312026-01-16 TT TRANE TECHNOLOGIES PLC1.1K shares2.26%2025-12-312026-01-16 AGG ISHARES TR4.2K shares12.02%2025-12-312026-01-16 BRO BROWN & BROWN INC5.2K shares2.46%2025-12-312026-01-16 DFNM DIMENSIONAL ETF TRUST8.6K shares0.20%2025-12-312026-01-16 FANG DIAMONDBACK ENERGY INC2.7K shares-0.33%2025-12-312026-01-16 AMP AMERIPRISE FINL INC839 shares-7.80%2025-12-312026-01-16 HEI.A HEICO CORP NEW1.6K shares-0.18%2025-12-312026-01-16 WM WASTE MGMT INC DEL1.9K shares-5.10%2025-12-312026-01-16 PULS PGIM ETF TR8.1K shares0.00%2025-12-312026-01-16 ESGV VANGUARD WORLD FD3.3K shares0.00%2025-12-312026-01-16 JHMB JOHN HANCOCK EXCHANGE TRADED18.1K shares-1.99%2025-12-312026-01-16 DGX QUEST DIAGNOSTICS INC2.3K shares-1.21%2025-12-312026-01-16 AGNC AGNC INVT CORP36.8K shares1.59%2025-12-312026-01-16 NEM NEWMONT CORP3.9K shares-0.13%2025-12-312026-01-16 SHY ISHARES TR4.7K shares-2.61%2025-12-312026-01-16 CME CME GROUP INC1.4K shares27.96%2025-12-312026-01-16 SCHG SCHWAB STRATEGIC TR11.9K shares18.45%2025-12-312026-01-16 WRB BERKLEY W R CORP5.5K shares-2.48%2025-12-312026-01-16 VO VANGUARD INDEX FDS7.0K shares-0.38%2025-12-312026-01-16 ENB ENBRIDGE INC8.0K shares-37.17%2025-12-312026-01-16 CCEP COCA-COLA EUROPACIFIC PARTNE4.2K shares-0.14%2025-12-312026-01-16 CRM SALESFORCE INC1.4K shares-1.16%2025-12-312026-01-16 PAYX PAYCHEX INC3.4K shares-9.74%2025-12-312026-01-16 IWM ISHARES TR1.5K shares0.26%2025-12-312026-01-16 FNF FIDELITY NATIONAL FINANCIAL6.8K shares-3.31%2025-12-312026-01-16 ROP ROPER TECHNOLOGIES INC829 shares0.85%2025-12-312026-01-16 DNOV FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2025-12-312026-01-16 GL GLOBE LIFE INC2.6K shares-0.91%2025-12-312026-01-16 ZBH ZIMMER BIOMET HOLDINGS INC4.1K shares-19.91%2025-12-312026-01-16 PAAA PGIM ETF TR7.1K shares0.00%2025-12-312026-01-16 BUFY FIRST TR EXCHNG TRADED FD VI16.3K shares27.17%2025-12-312026-01-16 SRE SEMPRA4.1K shares-36.42%2025-12-312026-01-16 QUAL ISHARES TR1.8K shares8.34%2025-12-312026-01-16 CVS CVS HEALTH CORP4.5K shares-2.89%2025-12-312026-01-16 BF.B BROWN FORMAN CORP13.8K shares-1.09%2025-12-312026-01-16 SF STIFEL FINL CORP2.9K shares-11.78%2025-12-312026-01-16 HLN HALEON PLC35.3K shares-2.34%2025-12-312026-01-16 BUFR FIRST TR EXCHNG TRADED FD VI14.5K shares-0.30%2025-12-312026-01-16 ADP AUTOMATIC DATA PROCESSING IN1.4K sharesnew addition2025-12-312026-01-16 LEN LENNAR CORP3.4K shares15.25%2025-12-312026-01-16 DSEP FIRST TR EXCHNG TRADED FD VI7.7K shares0.00%2025-12-312026-01-16 SE SEA LTD2.7K shares-7.20%2025-12-312026-01-16 PANW PALO ALTO NETWORKS INC1.9K shares-4.64%2025-12-312026-01-16 BKNG BOOKING HOLDINGS INC64 shares0.00%2025-12-312026-01-16 BKDV BNY MELLON ETF TRUST II11.8K sharesnew addition2025-12-312026-01-16 STERIS PLC STERIS PLC1.3K shares-7.30%2025-12-312026-01-16 CHE CHEMED CORP NEW790 shares-5.84%2025-12-312026-01-16 SCI SERVICE CORP INTL4.3K shares-2.40%2025-12-312026-01-16 PSX PHILLIPS 662.6K shares-1.04%2025-12-312026-01-16 VTEB VANGUARD MUN BD FDS6.5K shares13.09%2025-12-312026-01-16 SAP SAP SE1.3K shares-0.22%2025-12-312026-01-16 HMC HONDA MOTOR LTD11.1K shares-1.71%2025-12-312026-01-16 IJH ISHARES TR4.9K shares27.01%2025-12-312026-01-16 FEBM FIRST TR EXCHNG TRADED FD VI10.6K shares-13.28%2025-12-312026-01-16 DFCF DIMENSIONAL ETF TRUST7.6K shares25.36%2025-12-312026-01-16 PSA PUBLIC STORAGE OPER CO1.2K shares31.07%2025-12-312026-01-16 MS MORGAN STANLEY1.8K shares-4.09%2025-12-312026-01-16 TGT TARGET CORP3.2K shares42.73%2025-12-312026-01-16 STT STATE STR CORP2.4K shares-1.77%2025-12-312026-01-16 SHW SHERWIN WILLIAMS CO962 shares-3.61%2025-12-312026-01-16 SCHH SCHWAB STRATEGIC TR14.8K shares1.06%2025-12-312026-01-16 JMBS JANUS DETROIT STR TR6.7K shares0.00%2025-12-312026-01-16 VUG VANGUARD INDEX FDS629 shares-19.15%2025-12-312026-01-16 PPG PPG INDS INC3.0K shares-5.32%2025-12-312026-01-16 VMC VULCAN MATLS CO1.1K shares-2.83%2025-12-312026-01-16 CARY ANGEL OAK FUNDS TRUST14.6K shares-1.43%2025-12-312026-01-16 MET METLIFE INC3.8K shares-10.33%2025-12-312026-01-16 ZAPR INNOVATOR ETFS TRUST11.6K shares-59.61%2025-12-312026-01-16 JKHY HENRY JACK & ASSOC INC1.6K shares0.00%2025-12-312026-01-16 AMT AMERICAN TOWER CORP NEW1.7K shares-2.55%2025-12-312026-01-16 AVB AVALONBAY CMNTYS INC1.6K shares-13.00%2025-12-312026-01-16 VNLA JANUS DETROIT STR TR6.0K shares0.00%2025-12-312026-01-16 BUFS FIRST TR EXCHNG TRADED FD VI12.7K shares21.88%2025-12-312026-01-16 BN BROOKFIELD CORP6.3K shares49.67%2025-12-312026-01-16 BAX BAXTER INTL INC15.2K shares-5.88%2025-12-312026-01-16 DFIP DIMENSIONAL ETF TRUST6.9K shares-7.41%2025-12-312026-01-16 SBUX STARBUCKS CORP3.4K shares-27.39%2025-12-312026-01-16 SBAC SBA COMMUNICATIONS CORP NEW1.5K shares-5.38%2025-12-312026-01-16 JHMM JOHN HANCOCK EXCHANGE TRADED4.2K shares-1.07%2025-12-312026-01-16 ZNOV INNOVATOR ETFS TRUST10.4K sharesnew addition2025-12-312026-01-16 MDLZ MONDELEZ INTL INC5.1K shares-11.23%2025-12-312026-01-16 ZTS ZOETIS INC2.2K sharesnew addition2025-12-312026-01-16 MUB ISHARES TR2.5K shares-10.68%2025-12-312026-01-16 BURL BURLINGTON STORES INC930 shares-4.81%2025-12-312026-01-16 DFSD DIMENSIONAL ETF TRUST5.6K shares-27.51%2025-12-312026-01-16 INGR INGREDION INC2.4K shares-3.16%2025-12-312026-01-16 AOS SMITH A O CORP4.0K shares2.29%2025-12-312026-01-16 CMCSA COMCAST CORP NEW8.9K shares-16.32%2025-12-312026-01-16 NOC NORTHROP GRUMMAN CORP464 shares-13.75%2025-12-312026-01-16 SLI STANDARD LITHIUM LTD58.3K shares-6.19%2025-12-312026-01-16 INTC INTEL CORP6.9K shares-58.52%2025-12-312026-01-16 IDA IDACORP INC2.0K shares-4.83%2025-12-312026-01-16 MOAT VANECK ETF TRUST2.4K shares0.00%2025-12-312026-01-16 ABNB AIRBNB INC1.8K shares0.98%2025-12-312026-01-16 DDEC FIRST TR EXCHNG TRADED FD VI5.5K shares9.87%2025-12-312026-01-16 FCX FREEPORT-MCMORAN INC4.9K sharesnew addition2025-12-312026-01-16 DJUL FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2025-12-312026-01-16 KHPI MANAGED PORTFOLIO SERIES9.5K shares2.07%2025-12-312026-01-16 AEM AGNICO EAGLE MINES LTD1.4K sharesnew addition2025-12-312026-01-16 EQIX EQUINIX INC309 shares-2.22%2025-12-312026-01-16 CDW CDW CORP1.7K shares12.63%2025-12-312026-01-16 CMG CHIPOTLE MEXICAN GRILL INC6.3K sharesnew addition2025-12-312026-01-16 DOCT FIRST TR EXCHNG TRADED FD VI5.2K sharesnew addition2025-12-312026-01-16 MCHP MICROCHIP TECHNOLOGY INC.3.6K shares-24.18%2025-12-312026-01-16 LFUS LITTELFUSE INC903 shares-4.65%2025-12-312026-01-16 UBER UBER TECHNOLOGIES INC2.8K shares-3.53%2025-12-312026-01-16 BOND PIMCO ETF TR2.4K shares-0.37%2025-12-312026-01-16 COP CONOCOPHILLIPS2.4K shares0.21%2025-12-312026-01-16 NVO NOVO-NORDISK A S4.4K shares-15.30%2025-12-312026-01-16 TMSL T ROWE PRICE ETF INC6.2K shares-5.41%2025-12-312026-01-16 NPO ENPRO INC1.0K shares-8.99%2025-12-312026-01-16 CMI CUMMINS INC432 sharesnew addition2025-12-312026-01-16 OLLI OLLIES BARGAIN OUTLET HLDGS2.0K shares-5.12%2025-12-312026-01-16 MC MOELIS & CO3.2K shares-4.71%2025-12-312026-01-16 DBMF LITMAN GREGORY FDS TR7.7K sharesnew addition2025-12-312026-01-16 EXLS EXLSERVICE HOLDINGS INC5.0K shares-4.78%2025-12-312026-01-16 SYK STRYKER CORPORATION605 shares-15.62%2025-12-312026-01-16 CACI CACI INTL INC397 shares-11.38%2025-12-312026-01-16 VCSH VANGUARD SCOTTSDALE FDS2.6K shares0.00%2025-12-312026-01-16 CFR CULLEN FROST BANKERS INC1.7K shares-1.54%2025-12-312026-01-16 SHOP SHOPIFY INC1.3K sharesnew addition2025-12-312026-01-16 RGA REINSURANCE GRP OF AMERICA I1.0K sharesnew addition2025-12-312026-01-16 HYG ISHARES TR2.6K shares-39.16%2025-12-312026-01-16 AUB ATLANTIC UN BANKSHARES CORP5.9K shares-5.56%2025-12-312026-01-16 WSO WATSCO INC614 sharesnew addition2025-12-312026-01-16 MNST MONSTER BEVERAGE CORP NEW2.7K shares-14.82%2025-12-312026-01-16 GSEP FIRST TR EXCHNG TRADED FD VI5.2K sharesnew addition2025-12-312026-01-16 GE AEROSPACE GE AEROSPACE657 sharesnew addition2025-12-312026-01-16 ENS ENERSYS1.4K sharesnew addition2025-12-312026-01-16 BTI BRITISH AMERN TOB PLC3.6K sharesnew addition2025-12-312026-01-16 FSCO FS CREDIT OPPORTUNITIES CORP28.8K shares0.00%2025-12-312026-01-16 PCG PG&E CORP10.6K sharesnew addition2025-12-312026-01-16 PR PERMIAN RESOURCES CORP11.9K shares-4.33%2025-12-312026-01-16 WEST WESTROCK COFFEE CO33.5K shares-14.06%2025-12-312026-01-16 WOOF PETCO HEALTH & WELLNESS CO I34.8K shares0.00%2025-12-312026-01-16 EVGO EVGO INC14.5K shares0.00%2025-12-312026-01-16 EXAS EXACT SCIENCES CORP41.8K sharesnew addition2025-12-312026-01-16 PLUG PLUG POWER INC10.0K sharesnew addition2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available