The Analysis of LOWE BROCKENBROUGH & CO INC's Holdings

Currently, LOWE BROCKENBROUGH & CO INC holds 332 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in IVV (+23.0K shares, valued at $15.7M), N/A (+129.6K shares, valued at $8.5M), N/A (+13.0K shares, valued at $8.2M); decreased their positions in N/A (-145.4K shares, valued at $9.5M), ACWI (-61.7K shares, valued at $8.7M), SPY (-6.6K shares, valued at $4.5M); initiated new positions in N/A (+129.6K shares, valued at $8.5M), SAP (+28.6K shares, valued at $6.9M), N/A (+73.7K shares, valued at $4.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR290.7K shares8.59%2025-12-312026-02-11

ACWI ISHARES TR649.0K shares-8.68%2025-12-312026-02-11

AAPL APPLE INC277.0K shares-0.72%2025-12-312026-02-11

MSFT MICROSOFT CORP140.2K shares2.78%2025-12-312026-02-11

IXUS ISHARES TR705.7K shares7.76%2025-12-312026-02-11

VEA VANGUARD TAX-MANAGED FDS873.2K shares7.56%2025-12-312026-02-11

ALPHABET INC ALPHABET INC155.3K shares-1.31%2025-12-312026-02-11

JPM JPMORGAN CHASE & CO.138.3K shares-0.53%2025-12-312026-02-11

Sponsored

AGG ISHARES TR445.2K shares17.49%2025-12-312026-02-11

NVDA NVIDIA CORPORATION217.1K shares9.48%2025-12-312026-02-11

IJH ISHARES TR606.6K shares3.26%2025-12-312026-02-11

AMZN AMAZON COM INC141.9K shares2.03%2025-12-312026-02-11

IJR ISHARES TR256.4K shares6.98%2025-12-312026-02-11

IEMG ISHARES INC438.6K shares6.38%2025-12-312026-02-11

BROADCOM INC BROADCOM INC78.4K shares-0.27%2025-12-312026-02-11

SCHX SCHWAB STRATEGIC TR945.0K shares-2.44%2025-12-312026-02-11

Sponsored

META META PLATFORMS INC38.3K shares10.18%2025-12-312026-02-11

ALPHABET INC ALPHABET INC79.1K shares-0.23%2025-12-312026-02-11

ORCL ORACLE CORP126.2K shares-11.26%2025-12-312026-02-11

XOM EXXON MOBIL CORP202.1K shares0.28%2025-12-312026-02-11

VGT VANGUARD WORLD FD29.3K shares-2.17%2025-12-312026-02-11

VGSH VANGUARD SCOTTSDALE FDS357.8K shares25.63%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR30.0K shares-17.97%2025-12-312026-02-11

CSCO CISCO SYS INC264.5K shares-1.32%2025-12-312026-02-11

Sponsored

VUSB VANGUARD BD INDEX FDS408.7K shares20.87%2025-12-312026-02-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T105.0K shares0.45%2025-12-312026-02-11

CVX CHEVRON CORP NEW131.0K shares1.14%2025-12-312026-02-11

TMO THERMO FISHER SCIENTIFIC INC32.2K shares1.08%2025-12-312026-02-11

NSC NORFOLK SOUTHN CORP63.1K shares0.01%2025-12-312026-02-11

GS GOLDMAN SACHS GROUP INC20.5K shares-1.39%2025-12-312026-02-11

EAGL 2023 ETF SERIES TRUST545.1K shares0.00%2025-12-312026-02-11

IEFA ISHARES TR197.7K shares-0.33%2025-12-312026-02-11

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS27.5K shares89.85%2025-12-312026-02-11

VGIT VANGUARD SCOTTSDALE FDS284.7K shares26.47%2025-12-312026-02-11

AMP AMERIPRISE FINL INC33.7K shares-0.32%2025-12-312026-02-11

TJX TJX COS INC NEW104.4K shares-1.28%2025-12-312026-02-11

BKNG BOOKING HOLDINGS INC3.0K shares1.40%2025-12-312026-02-11

RTX RTX CORPORATION85.0K shares0.12%2025-12-312026-02-11

MS MORGAN STANLEY87.6K shares-1.30%2025-12-312026-02-11

EATON CORP PLC EATON CORP PLC48.7K shares-0.76%2025-12-312026-02-11

Sponsored

SCHG SCHWAB STRATEGIC TR472.2K shares-4.25%2025-12-312026-02-11

AMAT APPLIED MATLS INC59.5K shares-2.25%2025-12-312026-02-11

IGV ISHARES TR132.1K shares1.29%2025-12-312026-02-11

V VISA INC39.6K shares0.27%2025-12-312026-02-11

XLV SELECT SECTOR SPDR TR82.0K shares6.67%2025-12-312026-02-11

GVI ISHARES TR113.5K shares-1.10%2025-12-312026-02-11

PG PROCTER AND GAMBLE CO81.9K shares-0.14%2025-12-312026-02-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW99.6K shares0.99%2025-12-312026-02-11

Sponsored

PNC PNC FINL SVCS GROUP INC52.3K shares-0.02%2025-12-312026-02-11

WMT WALMART INC97.6K shares-1.23%2025-12-312026-02-11

VO VANGUARD INDEX FDS35.5K shares-3.01%2025-12-312026-02-11

JNJ JOHNSON & JOHNSON49.5K shares0.03%2025-12-312026-02-11

SOXX ISHARES TR33.6K shares1.79%2025-12-312026-02-11

PM PHILIP MORRIS INTL INC62.7K shares67.73%2025-12-312026-02-11

MERCK & CO INC MERCK & CO INC92.3K shares-2.56%2025-12-312026-02-11

TT TRANE TECHNOLOGIES PLC24.9K shares-1.75%2025-12-312026-02-11

Sponsored

PEP PEPSICO INC66.4K shares1.46%2025-12-312026-02-11

ELV ELEVANCE HEALTH INC FORMERLY27.2K shares-0.15%2025-12-312026-02-11

LOW LOWES COS INC39.4K shares3.43%2025-12-312026-02-11

KBWB INVESCO EXCH TRADED FD TR II109.1K shares-0.92%2025-12-312026-02-11

LLY ELI LILLY & CO8.5K shares26.03%2025-12-312026-02-11

AMGN AMGEN INC27.3K shares0.43%2025-12-312026-02-11

HD HOME DEPOT INC25.5K shares1.05%2025-12-312026-02-11

UNILEVER PLC UNILEVER PLC129.6K sharesnew addition2025-12-312026-02-11

Sponsored

AMT AMERICAN TOWER CORP NEW46.2K shares-6.24%2025-12-312026-02-11

CB CHUBB LIMITED24.7K shares0.28%2025-12-312026-02-11

LMT LOCKHEED MARTIN CORP15.7K shares2.91%2025-12-312026-02-11

MKL MARKEL GROUP INC3.5K shares-0.03%2025-12-312026-02-11

ABBV ABBVIE INC31.4K shares-1.17%2025-12-312026-02-11

SAP SAP SE28.6K sharesnew addition2025-12-312026-02-11

UNH UNITEDHEALTH GROUP INC20.8K shares-2.62%2025-12-312026-02-11

NEAR ISHARES U S ETF TR131.8K shares-6.82%2025-12-312026-02-11

Sponsored

ACWX ISHARES TR98.3K shares0.00%2025-12-312026-02-11

VXUS VANGUARD STAR FDS87.4K shares-1.20%2025-12-312026-02-11

PH PARKER-HANNIFIN CORP7.0K shares0.17%2025-12-312026-02-11

IVW ISHARES TR49.9K shares-0.20%2025-12-312026-02-11

CAT CATERPILLAR INC10.2K shares-2.32%2025-12-312026-02-11

IWF ISHARES TR12.1K shares-22.10%2025-12-312026-02-11

MCD MCDONALDS CORP18.6K shares0.66%2025-12-312026-02-11

VWO VANGUARD INTL EQUITY INDEX F105.1K shares-2.43%2025-12-312026-02-11

Sponsored

KLAC KLA CORP4.4K shares-0.54%2025-12-312026-02-11

ABT ABBOTT LABS42.0K shares-1.54%2025-12-312026-02-11

WFC WELLS FARGO CO NEW56.4K shares0.60%2025-12-312026-02-11

PFE PFIZER INC209.7K shares1.57%2025-12-312026-02-11

VCIT VANGUARD SCOTTSDALE FDS59.1K shares-8.29%2025-12-312026-02-11

IWV ISHARES TR12.7K shares-33.64%2025-12-312026-02-11

SLB SLB LIMITED126.4K shares4.36%2025-12-312026-02-11

TOTALENERGIES SE TOTALENERGIES SE73.7K sharesnew addition2025-12-312026-02-11

Sponsored

ADP AUTOMATIC DATA PROCESSING IN18.7K shares-0.93%2025-12-312026-02-11

MO ALTRIA GROUP INC76.7K shares47.39%2025-12-312026-02-11

EMR EMERSON ELEC CO32.8K shares-0.85%2025-12-312026-02-11

IBM INTERNATIONAL BUSINESS MACHS14.7K shares0.09%2025-12-312026-02-11

KO COCA COLA CO62.0K shares-0.48%2025-12-312026-02-11

AXP AMERICAN EXPRESS CO11.4K shares0.05%2025-12-312026-02-11

XLC SELECT SECTOR SPDR TR35.2K shares-3.14%2025-12-312026-02-11

DOV DOVER CORP20.4K shares-1.29%2025-12-312026-02-11

Sponsored

QCOM QUALCOMM INC23.1K shares0.92%2025-12-312026-02-11

SHV ISHARES TR35.3K shares-6.63%2025-12-312026-02-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP11.2K shares-0.87%2025-12-312026-02-11

XLE SELECT SECTOR SPDR TR83.5K shares101.46%2025-12-312026-02-11

SCHM SCHWAB STRATEGIC TR121.4K shares-4.19%2025-12-312026-02-11

SCHB SCHWAB STRATEGIC TR137.6K shares-3.85%2025-12-312026-02-11

SPDW SPDR INDEX SHS FDS81.2K shares0.00%2025-12-312026-02-11

ITW ILLINOIS TOOL WKS INC13.4K shares-1.99%2025-12-312026-02-11

Sponsored

EPS WISDOMTREE TR46.3K shares0.00%2025-12-312026-02-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.4K shares-2.60%2025-12-312026-02-11

IGSB ISHARES TR60.9K shares-18.30%2025-12-312026-02-11

SCHA SCHWAB STRATEGIC TR111.6K shares-4.45%2025-12-312026-02-11

BLACKROCK INC BLACKROCK INC2.8K shares-1.65%2025-12-312026-02-11

KNSL KINSALE CAP GROUP INC7.0K shares0.00%2025-12-312026-02-11

MMM 3M CO16.7K shares5.06%2025-12-312026-02-11

VEU VANGUARD INTL EQUITY INDEX F36.0K shares0.78%2025-12-312026-02-11

Sponsored

DGX QUEST DIAGNOSTICS INC15.2K shares-3.62%2025-12-312026-02-11

THG HANOVER INS GROUP INC13.9K shares0.00%2025-12-312026-02-11

NXST NEXSTAR MEDIA GROUP INC12.3K shares0.00%2025-12-312026-02-11

UNP UNION PAC CORP10.1K shares-2.41%2025-12-312026-02-11

KMB KIMBERLY-CLARK CORP22.3K shares-8.00%2025-12-312026-02-11

PKG PACKAGING CORP AMER10.9K shares-4.13%2025-12-312026-02-11

DE DEERE & CO4.8K shares58.92%2025-12-312026-02-11

VOT VANGUARD INDEX FDS7.9K shares0.00%2025-12-312026-02-11

Sponsored

VIG VANGUARD SPECIALIZED FUNDS9.9K shares-0.29%2025-12-312026-02-11

SPEM SPDR INDEX SHS FDS45.9K shares0.00%2025-12-312026-02-11

SBUX STARBUCKS CORP25.5K shares-0.28%2025-12-312026-02-11

CL COLGATE PALMOLIVE CO27.2K shares-1.92%2025-12-312026-02-11

BK BANK NEW YORK MELLON CORP18.0K shares0.35%2025-12-312026-02-11

MUB ISHARES TR19.0K shares6.46%2025-12-312026-02-11

MDLZ MONDELEZ INTL INC37.4K shares24.29%2025-12-312026-02-11

NVS NOVARTIS AG14.1K shares-1.61%2025-12-312026-02-11

Sponsored

D DOMINION ENERGY INC32.0K shares8.17%2025-12-312026-02-11

MEDTRONIC PLC MEDTRONIC PLC19.1K shares-0.09%2025-12-312026-02-11

JCI JOHNSON CTLS INTL PLC15.2K shares-2.88%2025-12-312026-02-11

SYY SYSCO CORP24.6K shares2.84%2025-12-312026-02-11

COF CAPITAL ONE FINL CORP7.4K shares1.98%2025-12-312026-02-11

BMY BRISTOL-MYERS SQUIBB CO32.8K shares-1.16%2025-12-312026-02-11

VB VANGUARD INDEX FDS6.6K shares-0.92%2025-12-312026-02-11

IWM ISHARES TR6.9K shares-2.46%2025-12-312026-02-11

Sponsored

DIS DISNEY WALT CO14.5K shares-0.97%2025-12-312026-02-11

ALL ALLSTATE CORP7.8K shares0.03%2025-12-312026-02-11

CSX CSX CORP44.5K shares-0.89%2025-12-312026-02-11

IWN ISHARES TR8.9K shares-6.40%2025-12-312026-02-11

XLF SELECT SECTOR SPDR TR29.3K shares-0.14%2025-12-312026-02-11

INVESCO QQQ TR INVESCO QQQ TR2.6K shares31.71%2025-12-312026-02-11

VCSH VANGUARD SCOTTSDALE FDS19.7K shares-0.25%2025-12-312026-02-11

IWR ISHARES TR16.2K shares-3.06%2025-12-312026-02-11

Sponsored

IVE ISHARES TR7.3K shares0.00%2025-12-312026-02-11

SHEL SHELL PLC21.0K shares-1.58%2025-12-312026-02-11

TRV TRAVELERS COMPANIES INC5.3K shares-2.67%2025-12-312026-02-11

EFA ISHARES TR15.7K shares-0.63%2025-12-312026-02-11

CHRW C H ROBINSON WORLDWIDE INC9.3K shares-2.90%2025-12-312026-02-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.5K shares-6.26%2025-12-312026-02-11

MPC MARATHON PETE CORP9.1K shares-3.38%2025-12-312026-02-11

NVO NOVO-NORDISK A S29.0K shares-5.25%2025-12-312026-02-11

Sponsored

VIOO VANGUARD ADMIRAL FDS INC13.1K shares-1.46%2025-12-312026-02-11

VHT VANGUARD WORLD FD5.0K shares1.37%2025-12-312026-02-11

EG EVEREST GROUP LTD4.3K shares-4.88%2025-12-312026-02-11

NTRS NORTHERN TR CORP10.3K shares-2.56%2025-12-312026-02-11

IGIB ISHARES TR25.7K shares-9.77%2025-12-312026-02-11

BAC BANK AMERICA CORP24.4K shares2.75%2025-12-312026-02-11

TFC TRUIST FINL CORP27.2K shares0.22%2025-12-312026-02-11

GE AEROSPACE GE AEROSPACE4.2K shares-0.33%2025-12-312026-02-11

Sponsored

DFAC DIMENSIONAL ETF TRUST32.0K shares0.00%2025-12-312026-02-11

VDE VANGUARD WORLD FD10.0K shares1.16%2025-12-312026-02-11

NEE NEXTERA ENERGY INC15.6K shares-0.29%2025-12-312026-02-11

CTVA CORTEVA INC18.7K shares-0.03%2025-12-312026-02-11

COP CONOCOPHILLIPS13.2K shares-4.22%2025-12-312026-02-11

INTC INTEL CORP33.2K shares11.09%2025-12-312026-02-11

IWB ISHARES TR3.3K shares0.00%2025-12-312026-02-11

BLACKSTONE INC BLACKSTONE INC7.8K shares0.23%2025-12-312026-02-11

Sponsored

SCHE SCHWAB STRATEGIC TR36.7K shares-1.16%2025-12-312026-02-11

BDX BECTON DICKINSON & CO6.0K shares-8.54%2025-12-312026-02-11

CENCORA INC CENCORA INC3.4K shares-3.65%2025-12-312026-02-11

PSX PHILLIPS 668.7K shares-1.78%2025-12-312026-02-11

CNI CANADIAN NATL RY CO11.3K shares-2.03%2025-12-312026-02-11

TROW PRICE T ROWE GROUP INC10.6K shares-8.80%2025-12-312026-02-11

VTI VANGUARD INDEX FDS3.2K shares0.03%2025-12-312026-02-11

SYK STRYKER CORPORATION3.0K shares0.13%2025-12-312026-02-11

Sponsored

TXN TEXAS INSTRS INC5.9K shares60.83%2025-12-312026-02-11

ATR APTARGROUP INC8.1K shares4.59%2025-12-312026-02-11

USB US BANCORP DEL18.4K shares-0.10%2025-12-312026-02-11

DHR DANAHER CORPORATION4.1K shares32.70%2025-12-312026-02-11

UPS UNITED PARCEL SERVICE INC9.2K shares-74.53%2025-12-312026-02-11

APD AIR PRODS & CHEMS INC3.7K shares-6.68%2025-12-312026-02-11

SPYV SPDR SERIES TRUST15.9K shares0.00%2025-12-312026-02-11

TTC TORO CO11.4K shares2.09%2025-12-312026-02-11

Sponsored

GL GLOBE LIFE INC6.4K shares-2.73%2025-12-312026-02-11

XLP SELECT SECTOR SPDR TR11.4K shares26.35%2025-12-312026-02-11

DVY ISHARES TR6.1K shares4.16%2025-12-312026-02-11

MA MASTERCARD INCORPORATED1.5K shares6.64%2025-12-312026-02-11

PLTR PALANTIR TECHNOLOGIES INC4.7K shares56.66%2025-12-312026-02-11

RDVY FIRST TR EXCHANGE TRADED FD11.9K shares118.35%2025-12-312026-02-11

DFUS DIMENSIONAL ETF TRUST10.5K shares0.00%2025-12-312026-02-11

GILD GILEAD SCIENCES INC6.2K shares-5.23%2025-12-312026-02-11

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-11

T AT&T INC30.2K shares-4.16%2025-12-312026-02-11

NKE NIKE INC11.6K shares49.44%2025-12-312026-02-11

GLW CORNING INC8.2K shares-4.68%2025-12-312026-02-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC17.5K shares-9.54%2025-12-312026-02-11

ALB ALBEMARLE CORP4.9K shares-0.60%2025-12-312026-02-11

VZ VERIZON COMMUNICATIONS INC17.1K shares-4.57%2025-12-312026-02-11

VABK VIRGINIA NATL BANKSHARES COR17.0K shares0.00%2025-12-312026-02-11

Sponsored

FLEX FLEX LTD11.1K shares0.00%2025-12-312026-02-11

SO SOUTHERN CO7.3K shares16.08%2025-12-312026-02-11

ZBH ZIMMER BIOMET HOLDINGS INC7.1K shares15.92%2025-12-312026-02-11

ADI ANALOG DEVICES INC2.4K shares71.55%2025-12-312026-02-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC7.7K sharesnew addition2025-12-312026-02-11

HSY HERSHEY CO3.4K shares-12.91%2025-12-312026-02-11

MBB ISHARES TR6.5K shares-1.51%2025-12-312026-02-11

SCHF SCHWAB STRATEGIC TR25.3K shares0.00%2025-12-312026-02-11

Sponsored

INGR INGREDION INC5.3K shares-10.21%2025-12-312026-02-11

WAT WATERS CORP1.5K shares0.00%2025-12-312026-02-11

GEV GE VERNOVA INC880 shares-0.56%2025-12-312026-02-11

MKC MCCORMICK & CO INC8.4K shares4.92%2025-12-312026-02-11

CSQ CALAMOS STRATEGIC TOTAL RETU28.7K shares98.12%2025-12-312026-02-11

TGT TARGET CORP5.3K shares-26.01%2025-12-312026-02-11

STIP ISHARES TR5.0K shares0.00%2025-12-312026-02-11

FHI FEDERATED HERMES INC9.8K shares0.00%2025-12-312026-02-11

Sponsored

VTEB VANGUARD MUN BD FDS10.1K shares152.50%2025-12-312026-02-11

ADM ARCHER DANIELS MIDLAND CO8.8K shares-9.31%2025-12-312026-02-11

WMB WILLIAMS COS INC8.2K shares0.27%2025-12-312026-02-11

COST COSTCO WHSL CORP NEW573 shares3.24%2025-12-312026-02-11

STN STANTEC INC5.2K shares-0.48%2025-12-312026-02-11

USFR WISDOMTREE TR9.8K shares-17.98%2025-12-312026-02-11

DLTR DOLLAR TREE INC4.0K shares-18.35%2025-12-312026-02-11

MSM MSC INDL DIRECT INC5.8K shares-2.02%2025-12-312026-02-11

Sponsored

HUBBELL INC HUBBELL INC1.1K shares0.37%2025-12-312026-02-11

TSCO TRACTOR SUPPLY CO9.6K shares8.65%2025-12-312026-02-11

VNQ VANGUARD INDEX FDS5.2K shares-18.99%2025-12-312026-02-11

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV28.0K sharesnew addition2025-12-312026-02-11

DOW DOW INC18.6K shares-1.16%2025-12-312026-02-11

PAYX PAYCHEX INC3.9K sharesnew addition2025-12-312026-02-11

CARR CARRIER GLOBAL CORPORATION8.1K shares3.89%2025-12-312026-02-11

TMFC RBB FD INC5.9K shares0.00%2025-12-312026-02-11

Sponsored

HON HONEYWELL INTL INC2.2K shares0.09%2025-12-312026-02-11

RY ROYAL BK CDA2.5K shares0.00%2025-12-312026-02-11

FV FIRST TR EXCHANGE TRADED FD6.5K shares21.10%2025-12-312026-02-11

THE CIGNA GROUP THE CIGNA GROUP1.5K shares0.00%2025-12-312026-02-11

CBRE CBRE GROUP INC2.5K shares0.20%2025-12-312026-02-11

SCHD SCHWAB STRATEGIC TR14.1K shares0.00%2025-12-312026-02-11

FXL FIRST TR EXCHANGE TRADED FD2.2K shares57.82%2025-12-312026-02-11

JEPQ J P MORGAN EXCHANGE TRADED F6.0K shares53.16%2025-12-312026-02-11

Sponsored

CHD CHURCH & DWIGHT CO INC4.1K shares0.05%2025-12-312026-02-11

CAH CARDINAL HEALTH INC1.6K shares-8.40%2025-12-312026-02-11

DGRW WISDOMTREE TR3.7K shares0.00%2025-12-312026-02-11

BP BP PLC9.5K shares-3.43%2025-12-312026-02-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.1K shares4.82%2025-12-312026-02-11

A AGILENT TECHNOLOGIES INC2.4K sharesnew addition2025-12-312026-02-11

YUM YUM BRANDS INC2.1K shares1.33%2025-12-312026-02-11

TLH ISHARES TR3.1K shares46.95%2025-12-312026-02-11

Sponsored

NOC NORTHROP GRUMMAN CORP529 shares-1.67%2025-12-312026-02-11

AEP AMERICAN ELEC PWR CO INC2.6K shares-1.08%2025-12-312026-02-11

SHW SHERWIN WILLIAMS CO916 shares-3.48%2025-12-312026-02-11

LHX L3HARRIS TECHNOLOGIES INC1.0K shares0.00%2025-12-312026-02-11

QQEW FIRST TR EXCHANGE-TRADED FD2.1K sharesnew addition2025-12-312026-02-11

UDR UDR INC8.0K shares0.00%2025-12-312026-02-11

PDO PIMCO DYNAMIC INCOME OPRNTS21.0K shares-13.93%2025-12-312026-02-11

BSX BOSTON SCIENTIFIC CORP3.0K shares-5.45%2025-12-312026-02-11

Sponsored

UVV UNIVERSAL CORP VA5.4K shares-3.12%2025-12-312026-02-11

AFL AFLAC INC2.6K shares4.96%2025-12-312026-02-11

XLRE SELECT SECTOR SPDR TR7.0K sharesnew addition2025-12-312026-02-11

BN BROOKFIELD CORP5.9K shares49.96%2025-12-312026-02-11

SPMB SPDR SERIES TRUST12.0K shares0.00%2025-12-312026-02-11

AVY AVERY DENNISON CORP1.5K shares1.75%2025-12-312026-02-11

FTHI FIRST TR EXCHANGE TRADED FD10.8K shares0.18%2025-12-312026-02-11

LH LABCORP HOLDINGS INC1.0K shares0.00%2025-12-312026-02-11

Sponsored

FCX FREEPORT-MCMORAN INC4.9K sharesnew addition2025-12-312026-02-11

VLO VALERO ENERGY CORP1.5K shares-3.96%2025-12-312026-02-11

MFC MANULIFE FINL CORP6.8K shares0.00%2025-12-312026-02-11

CVS CVS HEALTH CORP3.1K shares-1.47%2025-12-312026-02-11

OTIS OTIS WORLDWIDE CORP2.7K shares6.44%2025-12-312026-02-11

KHC KRAFT HEINZ CO9.4K sharesnew addition2025-12-312026-02-11

CMCSA COMCAST CORP NEW7.5K shares4.90%2025-12-312026-02-11

ENB ENBRIDGE INC4.6K shares1.79%2025-12-312026-02-11

Sponsored

BHRB BURKE HERBERT FINL SVCS CORP3.5K shares0.00%2025-12-312026-02-11

XLK SELECT SECTOR SPDR TR1.5K shares-14.10%2025-12-312026-02-11

IWO ISHARES TR648 shares0.00%2025-12-312026-02-11

FAST FASTENAL CO5.2K shares0.25%2025-12-312026-02-11

WM WASTE MGMT INC DEL940 shares-8.11%2025-12-312026-02-11

WTRG ESSENTIAL UTILS INC5.3K shares0.00%2025-12-312026-02-11

BND VANGUARD BD INDEX FDS2.7K shares0.00%2025-12-312026-02-11

IWD ISHARES TR864 shares-76.92%2025-12-312026-02-11

Sponsored

VONV VANGUARD SCOTTSDALE FDS1.8K shares0.00%2025-12-312026-02-11

XLY SELECT SECTOR SPDR TR1.4K shares99.13%2025-12-312026-02-11

SLYG SPDR SERIES TRUST1.6K shares0.00%2025-12-312026-02-11

VV VANGUARD INDEX FDS476 shares0.00%2025-12-312026-02-11

DFUV DIMENSIONAL ETF TRUST2.6K shares-0.08%2025-12-312026-02-11

SCHV SCHWAB STRATEGIC TR3.9K shares-6.44%2025-12-312026-02-11

MTUM ISHARES TR455 shares0.00%2025-12-312026-02-11

QUAL ISHARES TR541 shares0.00%2025-12-312026-02-11

Sponsored

SPYM SPDR SERIES TRUST1.2K shares0.08%2025-12-312026-02-11

MDYV SPDR SERIES TRUST1.1K shares0.00%2025-12-312026-02-11

BIV VANGUARD BD INDEX FDS1.1K shares0.00%2025-12-312026-02-11

DFAS DIMENSIONAL ETF TRUST1.1K shares-12.00%2025-12-312026-02-11

EES WISDOMTREE TR1.2K shares0.00%2025-12-312026-02-11

CGW INVESCO EXCH TRADED FD TR II1.0K shares0.00%2025-12-312026-02-11

EEM ISHARES TR1.1K shares-80.03%2025-12-312026-02-11

EFG ISHARES TR487 shares0.00%2025-12-312026-02-11

Sponsored

KBE SPDR SERIES TRUST850 shares0.00%2025-12-312026-02-11

XLU SELECT SECTOR SPDR TR1.2K shares100.00%2025-12-312026-02-11

IYR ISHARES TR508 shares0.00%2025-12-312026-02-11

XLI SELECT SECTOR SPDR TR300 shares0.00%2025-12-312026-02-11

IEZ ISHARES TR2.1K sharesnew addition2025-12-312026-02-11

VOOG VANGUARD ADMIRAL FDS INC90 shares200.00%2025-12-312026-02-11

UNILEVER PLC UNILEVER PLC555 shares-99.62%2025-12-312026-02-11

IWS ISHARES TR250 shares-91.91%2025-12-312026-02-11

Sponsored

IWP ISHARES TR255 shares-95.82%2025-12-312026-02-11

SKYY FIRST TR EXCHANGE TRADED FD251 shares-16.61%2025-12-312026-02-11

SPYG SPDR SERIES TRUST300 shares0.00%2025-12-312026-02-11

BSV VANGUARD BD INDEX FDS389 shares0.00%2025-12-312026-02-11

SCHO SCHWAB STRATEGIC TR1.2K shares0.00%2025-12-312026-02-11

FLOT ISHARES TR588 shares0.00%2025-12-312026-02-11

VXF VANGUARD INDEX FDS139 shares0.00%2025-12-312026-02-11

IJT ISHARES TR204 shares-92.94%2025-12-312026-02-11

Sponsored

GOVT ISHARES TR1.3K shares0.00%2025-12-312026-02-11

VTV VANGUARD INDEX FDS112 shares0.00%2025-12-312026-02-11

VBR VANGUARD INDEX FDS96 shares182.35%2025-12-312026-02-11

VMBS VANGUARD SCOTTSDALE FDS399 shares0.00%2025-12-312026-02-11

IJS ISHARES TR164 shares-93.93%2025-12-312026-02-11

VOE VANGUARD INDEX FDS94 shares0.00%2025-12-312026-02-11

PGX INVESCO EXCH TRADED FD TR II1.4K shares0.00%2025-12-312026-02-11

IJK ISHARES TR147 shares0.00%2025-12-312026-02-11

Sponsored

VBK VANGUARD INDEX FDS47 sharesnew addition2025-12-312026-02-11

IJJ ISHARES TR102 shares0.00%2025-12-312026-02-11

IYW ISHARES TR61 shares0.00%2025-12-312026-02-11

IEF ISHARES TR126 shares0.00%2025-12-312026-02-11

PEY INVESCO EXCHANGE TRADED FD T512 shares0.00%2025-12-312026-02-11

TBIL RBB FD INC135 shares0.00%2025-12-312026-02-11

USIG ISHARES TR125 shares0.00%2025-12-312026-02-11

IYG ISHARES TR69 shares0.00%2025-12-312026-02-11

Sponsored

VUG VANGUARD INDEX FDS10 shares0.00%2025-12-312026-02-11

SHY ISHARES TR25 shares0.00%2025-12-312026-02-11

ITOT ISHARES TR2 sharesnew addition2025-12-312026-02-11

DWM WISDOMTREE TR1 shares0.00%2025-12-312026-02-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available