The Analysis of LRI Investments, LLC's Holdings


Currently, LRI Investments, LLC holds 1354 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VBIL (+217.2K shares, valued at $16.4M), DCOR (+90.6K shares, valued at $6.7M), N/A (+132.7K shares, valued at $2.6M); decreased their positions in ARES (-194.9K shares, valued at $28.1M), DFAC (-47.5K shares, valued at $1.9M), DFAI (-40.7K shares, valued at $1.6M); initiated new positions in VBIL (+217.2K shares, valued at $16.4M), N/A (+132.7K shares, valued at $2.6M), N/A (+32.3K shares, valued at $484.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ARES ARES MANAGEMENT CORPORATION CL A COM STK2.4M shares-7.54%2025-12-312026-02-04history
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF2.3M shares-2.00%2025-12-312026-02-04history
DCOR DIMENSIONAL US CORE EQUITY 1 ETF721.9K shares14.34%2025-12-312026-02-04history
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF1.4M shares3.57%2025-12-312026-02-04history
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND508.8K shares3.61%2025-12-312026-02-04history
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF855.3K shares-4.54%2025-12-312026-02-04history
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND334.0K shares-0.17%2025-12-312026-02-04history
AGO ASSURED GUARANTY LTD COM296.7K shares0.00%2025-12-312026-02-04history
Sponsored
DWM WISDOMTREE INTERNATIONAL EQUITY FUND386.5K shares0.00%2025-12-312026-02-04history
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF546.8K shares-0.19%2025-12-312026-02-04history
AAPL APPLE INC COM75.0K shares-3.18%2025-12-312026-02-04history
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF387.7K shares4.34%2025-12-312026-02-04history
DFAS DIMENSIONAL U.S. SMALL CAP ETF247.0K shares8.58%2025-12-312026-02-04history
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF217.2K sharesnew addition2025-12-312026-02-04history
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF423.7K shares-2.96%2025-12-312026-02-04history
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND195.8K shares-1.96%2025-12-312026-02-04history
Sponsored
VNQ VANGUARD REAL ESTATE ETF168.3K shares10.13%2025-12-312026-02-04history
RTX RTX CORPORATION COM76.4K shares-1.24%2025-12-312026-02-04history
MSFT MICROSOFT CORP COM54.0K shares-2.62%2025-12-312026-02-04history
NVDA NVIDIA CORPORATION COM70.3K shares0.86%2025-12-312026-02-04history
AMZN AMAZON COM INC COM67.7K shares0.81%2025-12-312026-02-04history
AVUS AVANTIS U.S. EQUITY ETF80.9K shares0.00%2025-12-312026-02-04history
DFAR DIMENSIONAL US REAL ESTATE ETF352.8K shares35.33%2025-12-312026-02-04history
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT9.7K shares-0.37%2025-12-312026-02-04history
Sponsored
BROADCOM INC COM BROADCOM INC COM18.6K shares0.94%2025-12-312026-02-04history
DFLV DIMENSIONAL US LARGE CAP VALUE ETF175.3K shares-7.60%2025-12-312026-02-04history
VAW VANGUARD MATERIALS ETF28.4K shares11.49%2025-12-312026-02-04history
ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A56.9K shares1.52%2025-12-312026-02-04history
JPM JPMORGAN CHASE & CO. COM40.1K shares0.36%2025-12-312026-02-04history
NUE NUCOR CORP COM33.1K shares0.00%2025-12-312026-02-04history
ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C16.9K shares0.08%2025-12-312026-02-04history
VTI VANGUARD TOTAL STOCK MARKET ETF14.3K shares1.12%2025-12-312026-02-04history
Sponsored
META META PLATFORMS INC CL A33.8K shares-0.44%2025-12-312026-02-04history
VDE VANGUARD ENERGY ETF35.8K shares10.15%2025-12-312026-02-04history
ARTY ISHARES FUTURE AI & TECH ETF89.6K shares1.22%2025-12-312026-02-04history
XOM EXXON MOBIL CORP COM35.2K shares-14.25%2025-12-312026-02-04history
VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF6.3K shares1.20%2025-12-312026-02-04history
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW7.4K shares-2.40%2025-12-312026-02-04history
KO COCA COLA CO COM51.4K shares-0.48%2025-12-312026-02-04history
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF130.0K shares-6.56%2025-12-312026-02-04history
Sponsored
ABBV ABBVIE INC COM14.8K shares-3.13%2025-12-312026-02-04history
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF57.2K shares14.17%2025-12-312026-02-04history
AVLV AVANTIS U.S. LARGE CAP VALUE ETF42.4K shares0.00%2025-12-312026-02-04history
MTB M & T BK CORP COM15.2K shares-0.14%2025-12-312026-02-04history
CARR CARRIER GLOBAL CORPORATION COM56.6K shares-7.30%2025-12-312026-02-04history
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF39.7K shares-2.95%2025-12-312026-02-04history
JNJ JOHNSON & JOHNSON COM14.1K shares-0.66%2025-12-312026-02-04history
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A10.8K shares0.00%2025-12-312026-02-04history
Sponsored
VTV VANGUARD VALUE ETF14.3K shares-1.19%2025-12-312026-02-04history
WMT WALMART INC COM24.0K shares-1.35%2025-12-312026-02-04history
BITWISE CRYPTO INDUSTRY INNOVATORS ETF BITWISE CRYPTO INDUSTRY INNOVATORS ETF132.7K sharesnew addition2025-12-312026-02-04history
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46.5K shares0.00%2025-12-312026-02-04history
OTIS OTIS WORLDWIDE CORP COM29.0K shares-0.78%2025-12-312026-02-04history
IYW ISHARES U.S. TECHNOLOGY ETF12.5K shares0.00%2025-12-312026-02-04history
TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND26.4K shares0.00%2025-12-312026-02-04history
WFC WELLS FARGO & CO COM26.1K shares-0.75%2025-12-312026-02-04history
Sponsored
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF51.7K shares-1.65%2025-12-312026-02-04history
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF29.7K shares0.00%2025-12-312026-02-04history
VIG VANGUARD DIVIDEND APPRECIATION ETF10.2K shares0.99%2025-12-312026-02-04history
CAT CATERPILLAR INC COM3.9K shares-1.36%2025-12-312026-02-04history
HD HOME DEPOT INC COM26.6K shares0.43%2025-12-312026-02-04history
TD TORONTO DOMINION BK ONT COM NEW23.4K shares-1.12%2025-12-312026-02-04history
LLY ELI LILLY & CO COM2.0K shares-21.36%2025-12-312026-02-04history
BAC BANK AMERICA CORP COM39.8K shares-1.59%2025-12-312026-02-04history
Sponsored
TSLA TESLA INC COM4.7K shares17.93%2025-12-312026-02-04history
MCD MCDONALDS CORP COM6.8K shares-0.91%2025-12-312026-02-04history
CITIGROUP INC COM NEW CITIGROUP INC COM NEW16.9K shares-3.77%2025-12-312026-02-04history
CVX CHEVRON CORP NEW COM12.3K shares-10.56%2025-12-312026-02-04history
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF22.7K shares0.00%2025-12-312026-02-04history
TRV TRAVELERS COMPANIES INC COM6.3K shares1.12%2025-12-312026-02-04history
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF44.1K shares0.00%2025-12-312026-02-04history
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF19.2K shares0.00%2025-12-312026-02-04history
Sponsored
V VISA INC COM CL A30.3K shares-0.50%2025-12-312026-02-04history
GEV GE VERNOVA INC COM2.6K shares60.38%2025-12-312026-02-04history
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF32.8K shares35.36%2025-12-312026-02-04history
VUG VANGUARD GROWTH ETF3.4K shares2.41%2025-12-312026-02-04history
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF27.9K shares0.00%2025-12-312026-02-04history
GBDC GOLUB CAP BDC INC COM119.0K shares0.00%2025-12-312026-02-04history
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF20.8K shares0.00%2025-12-312026-02-04history
HON HONEYWELL INTL INC COM7.9K shares0.98%2025-12-312026-02-04history
Sponsored
GLW CORNING INC COM17.4K shares0.98%2025-12-312026-02-04history
LMT LOCKHEED MARTIN CORP COM3.1K shares0.00%2025-12-312026-02-04history
AVIV AVANTIS INTERNATIONAL LARGE CAP VALUE ETF20.9K shares0.00%2025-12-312026-02-04history
AVDE AVANTIS INTERNATIONAL EQUITY ETF17.7K shares0.00%2025-12-312026-02-04history
SSNC SS&C TECHNOLOGIES HLDGS INC COM16.5K shares0.00%2025-12-312026-02-04history
THE CIGNA GROUP COM THE CIGNA GROUP COM5.1K shares-2.25%2025-12-312026-02-04history
MERCK & CO INC COM MERCK & CO INC COM13.2K shares-3.70%2025-12-312026-02-04history
SIGI SELECTIVE INS GROUP INC COM16.4K shares-2.34%2025-12-312026-02-04history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L P COM42.7K shares-2.29%2025-12-312026-02-04history
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF28.7K shares0.00%2025-12-312026-02-04history
PEP PEPSICO INC COM9.3K shares-0.97%2025-12-312026-02-04history
PG PROCTER & GAMBLE CO COM9.2K shares-1.33%2025-12-312026-02-04history
AVEM AVANTIS EMERGING MARKETS EQUITY ETF17.2K shares0.00%2025-12-312026-02-04history
PLD PROLOGIS INC. COM10.3K shares0.00%2025-12-312026-02-04history
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND28.7K shares6.83%2025-12-312026-02-04history
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF22.9K shares-14.98%2025-12-312026-02-04history
Sponsored
GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM3.9K shares1.97%2025-12-312026-02-04history
IWD ISHARES RUSSELL 1000 VALUE ETF6.2K shares80.01%2025-12-312026-02-04history
MA MASTERCARD INCORPORATED CL A2.2K shares-1.23%2025-12-312026-02-04history
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF17.7K shares-8.35%2025-12-312026-02-04history
ISRG INTUITIVE SURGICAL INC COM NEW2.2K shares12.12%2025-12-312026-02-04history
PLTR PALANTIR TECHNOLOGIES INC CL A7.0K shares37.78%2025-12-312026-02-04history
EFV ISHARES MSCI EAFE VALUE ETF17.3K shares-0.92%2025-12-312026-02-04history
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF18.0K shares0.00%2025-12-312026-02-04history
Sponsored
CSCO CISCO SYS INC COM15.7K shares-0.17%2025-12-312026-02-04history
GS GOLDMAN SACHS GROUP INC COM1.3K shares-14.20%2025-12-312026-02-04history
NFLX NETFLIX INC. COM11.8K shares1583.21%2025-12-312026-02-04history
PM PHILIP MORRIS INTL INC COM6.8K shares-14.60%2025-12-312026-02-04history
APP APPLOVIN CORP COM CL A1.6K shares45.33%2025-12-312026-02-04history
ORCL ORACLE CORP COM5.4K shares-22.15%2025-12-312026-02-04history
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS3.4K shares16.19%2025-12-312026-02-04history
DE DEERE & CO COM2.2K shares2.13%2025-12-312026-02-04history
Sponsored
ADI ANALOG DEVICES INC COM3.7K shares-0.71%2025-12-312026-02-04history
CVS CVS HEALTH CORP COM12.4K shares-5.74%2025-12-312026-02-04history
IWF ISHARES RUSSELL 1000 GROWTH ETF2.0K shares64.15%2025-12-312026-02-04history
GM GENERAL MTRS CO COM11.7K shares-5.44%2025-12-312026-02-04history
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF17.3K shares-0.91%2025-12-312026-02-04history
VOX VANGUARD COMMUNICATION SERVICES ETF4.8K shares0.00%2025-12-312026-02-04history
O REALTY INCOME CORP COM16.1K shares-1.83%2025-12-312026-02-04history
WPC WP CAREY INC COM14.1K shares-1.24%2025-12-312026-02-04history
Sponsored
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF6.3K shares0.00%2025-12-312026-02-04history
IBIT ISHARES BITCOIN TRUST ETF18.1K shares262.50%2025-12-312026-02-04history
IBM INTERNATIONAL BUSINESS MACHS COM3.0K shares-10.37%2025-12-312026-02-04history
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF17.6K shares-27.38%2025-12-312026-02-04history
ASML ASML HLDG NV N Y REGISTRY SHS837 shares2.45%2025-12-312026-02-04history
ALL ALLSTATE CORP COM17.1K shares-0.53%2025-12-312026-02-04history
COF CAPITAL ONE FINL CORP COM3.5K shares-8.84%2025-12-312026-02-04history
BLACKSTONE INC COM BLACKSTONE INC COM5.6K shares-7.14%2025-12-312026-02-04history
Sponsored
CB CHUBB LIMITED COM2.7K shares-1.46%2025-12-312026-02-04history
GLD SPDR GOLD SHARES2.1K shares0.00%2025-12-312026-02-04history
WELL WELLTOWER INC COM4.5K shares-0.55%2025-12-312026-02-04history
DHR DANAHER CORPORATION COM3.6K shares-1.06%2025-12-312026-02-04history
PNC PNC FINL SVCS GROUP INC COM3.8K shares0.00%2025-12-312026-02-04history
MEDTRONIC PLC SHS MEDTRONIC PLC SHS8.3K shares-7.60%2025-12-312026-02-04history
TXN TEXAS INSTRS INC COM4.6K shares14.06%2025-12-312026-02-04history
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF22.0K shares0.00%2025-12-312026-02-04history
Sponsored
ACWI ISHARES MSCI ACWI ETF5.5K shares353.32%2025-12-312026-02-04history
ROK ROCKWELL AUTOMATION INC COM2.0K shares0.00%2025-12-312026-02-04history
ILCG ISHARES MORNINGSTAR GROWTH ETF7.2K shares0.00%2025-12-312026-02-04history
UBER UBER TECHNOLOGIES INC COM9.1K shares-10.90%2025-12-312026-02-04history
GE AEROSPACE COM NEW GE AEROSPACE COM NEW2.4K shares1.40%2025-12-312026-02-04history
UNH UNITEDHEALTH GROUP INC COM18.8K shares1.50%2025-12-312026-02-04history
INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I1.1K shares-11.86%2025-12-312026-02-04history
ELV ELEVANCE HEALTH INC FORMERLY A COM2.0K shares18.56%2025-12-312026-02-04history
Sponsored
IHI ISHARES U.S. MEDICAL DEVICES ETF11.2K shares-1.32%2025-12-312026-02-04history
EMR EMERSON ELEC CO COM5.0K shares-8.59%2025-12-312026-02-04history
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF4.8K shares-10.23%2025-12-312026-02-04history
VGSH VANGUARD SHORT-TERM TREASURY ETF11.3K shares0.00%2025-12-312026-02-04history
VB VANGUARD SMALL-CAP ETF2.6K shares-18.31%2025-12-312026-02-04history
ADBE ADOBE INC COM1.9K shares-1.31%2025-12-312026-02-04history
KEY KEYCORP COM31.7K shares-4.08%2025-12-312026-02-04history
PAPI PARAMETRIC EQUITY PREMIUM INCOME ETF25.0K shares-16.11%2025-12-312026-02-04history
Sponsored
VST VISTRA CORP COM4.0K shares780.71%2025-12-312026-02-04history
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND7.0K shares3.60%2025-12-312026-02-04history
UNP UNION PAC CORP COM2.7K shares3.86%2025-12-312026-02-04history
SHOP SHOPIFY INC CL A SUB VTG SHS3.8K shares-1.76%2025-12-312026-02-04history
NEE NEXTERA ENERGY INC COM7.6K shares-26.54%2025-12-312026-02-04history
BLACKROCK INC COM BLACKROCK INC COM564 shares0.00%2025-12-312026-02-04history
COST COSTCO WHOLESALE CORPORATION COM700 shares-1.27%2025-12-312026-02-04history
APD AIR PRODS & CHEMS INC COM2.4K shares-21.95%2025-12-312026-02-04history
Sponsored
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF4.4K shares-10.06%2025-12-312026-02-04history
NEM NEWMONT CORP COM5.7K shares0.64%2025-12-312026-02-04history
VWO VANGUARD FTSE EMERGING MARKETS ETF10.5K shares0.00%2025-12-312026-02-04history
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF562.7K shares0.00%2025-12-312026-02-04history
LOW LOWES COS INC COM2.3K shares-0.34%2025-12-312026-02-04history
IYF ISHARES U.S. FINANCIALS ETF4.3K shares0.00%2025-12-312026-02-04history
NU NU HLDGS LTD ORD SHS CL A33.2K shares21.91%2025-12-312026-02-04history
MELI MERCADOLIBRE INC COM276 shares-52.90%2025-12-312026-02-04history
Sponsored
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF12.2K shares100.00%2025-12-312026-02-04history
IWM ISHARES RUSSELL 2000 ETF2.2K shares-19.34%2025-12-312026-02-04history
VZ VERIZON COMMUNICATIONS INC COM13.3K shares-33.89%2025-12-312026-02-04history
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST5.8K shares0.03%2025-12-312026-02-04history
ESGV VANGUARD ESG U.S. STOCK ETF4.4K shares0.00%2025-12-312026-02-04history
BKNG BOOKING HOLDINGS INC COM100 shares0.00%2025-12-312026-02-04history
NOW SERVICENOW INC COM3.5K shares225.45%2025-12-312026-02-04history
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF12.2K shares11.65%2025-12-312026-02-04history
Sponsored
INTC INTEL CORP COM14.1K shares-12.00%2025-12-312026-02-04history
SDY STATE STREET SPDR S&P DIVIDEND ETF3.7K shares0.00%2025-12-312026-02-04history
EATON CORP PLC SHS EATON CORP PLC SHS1.6K shares-21.89%2025-12-312026-02-04history
ISHARES GOLD TRUST ISHARES GOLD TRUST6.3K shares-3.94%2025-12-312026-02-04history
MO ALTRIA GROUP INC COM8.6K shares-9.97%2025-12-312026-02-04history
BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM32.3K sharesnew addition2025-12-312026-02-04history
NOC NORTHROP GRUMMAN CORP COM811 shares-13.72%2025-12-312026-02-04history
BSX BOSTON SCIENTIFIC CORP COM4.8K shares-25.19%2025-12-312026-02-04history
Sponsored
LHX L3HARRIS TECHNOLOGIES INC COM18.3K shares0.00%2025-12-312026-02-04history
CTVA CORTEVA INC COM6.7K shares16.19%2025-12-312026-02-04history
CRM SALESFORCE INC COM24.9K shares1.24%2025-12-312026-02-04history
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF11.6K shares-0.31%2025-12-312026-02-04history
VCR VANGUARD CONSUMER DISCRETIONARY ETF1.1K shares0.00%2025-12-312026-02-04history
AMD ADVANCED MICRO DEVICES INC COM24.2K shares-0.32%2025-12-312026-02-04history
PH PARKER-HANNIFIN CORP COM468 shares0.00%2025-12-312026-02-04history
VGT VANGUARD INFORMATION TECHNOLOGY ETF545 shares0.00%2025-12-312026-02-04history
Sponsored
NKE NIKE INC CL B6.3K shares-0.83%2025-12-312026-02-04history
MMM 3M CO COM2.5K shares-16.20%2025-12-312026-02-04history
PANW PALO ALTO NETWORKS INC COM2.2K shares-5.60%2025-12-312026-02-04history
MDLZ MONDELEZ INTL INC CL A7.3K shares-9.80%2025-12-312026-02-04history
IVV ISHARES CORE S&P 500 ETF572 shares-0.69%2025-12-312026-02-04history
T AT&T INC COM15.7K shares-51.47%2025-12-312026-02-04history
CRWD CROWDSTRIKE HLDGS INC CL A826 shares7.83%2025-12-312026-02-04history
NVS NOVARTIS AG SPONSORED ADR2.8K shares-4.01%2025-12-312026-02-04history
Sponsored
IUSV ISHARES CORE S&P US VALUE ETF3.7K shares0.00%2025-12-312026-02-04history
ENB ENBRIDGE INC COM7.9K shares-3.68%2025-12-312026-02-04history
ABT ABBOTT LABS COM3.0K shares-9.34%2025-12-312026-02-04history
HOOD ROBINHOOD MKTS INC COM CL A3.3K shares32.23%2025-12-312026-02-04history
TJX TJX COS INC NEW COM26.0K shares0.00%2025-12-312026-02-04history
TMO THERMO FISHER SCIENTIFIC INC COM615 shares-9.56%2025-12-312026-02-04history
BND VANGUARD TOTAL BOND MARKET ETF4.8K shares-4.90%2025-12-312026-02-04history
FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A164 shares-3.53%2025-12-312026-02-04history
Sponsored
JCI JOHNSON CTLS INTL PLC SHS2.9K shares0.00%2025-12-312026-02-04history
CL COLGATE PALMOLIVE CO COM4.4K shares-22.22%2025-12-312026-02-04history
WM WASTE MGMT INC DEL COM1.6K shares-5.51%2025-12-312026-02-04history
CSX CSX CORP COM9.5K shares11.51%2025-12-312026-02-04history
SPG SIMON PPTY GROUP INC NEW COM1.8K shares-13.02%2025-12-312026-02-04history
SCHW SCHWAB CHARLES CORP COM3.3K shares2.29%2025-12-312026-02-04history
DIS DISNEY WALT CO COM2.9K shares-8.31%2025-12-312026-02-04history
DAL DELTA AIR LINES INC DEL COM NEW4.6K shares3.43%2025-12-312026-02-04history
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AIG AMERICAN INTL GROUP INC COM NEW3.8K shares-10.08%2025-12-312026-02-04history
IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.4K shares0.00%2025-12-312026-02-04history
SOXX ISHARES SEMICONDUCTOR ETF1.1K shares0.00%2025-12-312026-02-04history
MDY SPDR S&P MIDCAP 400 ETF TRUST532 shares-3.80%2025-12-312026-02-04history
SNOW SNOWFLAKE INC COM SHS1.4K shares4.51%2025-12-312026-02-04history
AMGN AMGEN INC COM957 shares-6.63%2025-12-312026-02-04history
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF2.1K shares68.40%2025-12-312026-02-04history
DEO DIAGEO PLC SPON ADR NEW3.6K shares-19.82%2025-12-312026-02-04history
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AZN ASTRAZENECA PLC SPONSORED ADR3.4K shares2.38%2025-12-312026-02-04history
RIO RIO TINTO PLC SPONSORED ADR3.8K shares0.31%2025-12-312026-02-04history
COP CONOCOPHILLIPS COM3.3K shares7.91%2025-12-312026-02-04history
CDNS CADENCE DESIGN SYSTEM INC COM975 shares-8.19%2025-12-312026-02-04history
MGV VANGUARD MEGA CAP VALUE ETF2.2K shares0.00%2025-12-312026-02-04history
CGW INVESCO S&P GLOBAL WATER INDEX ETF4.8K shares0.00%2025-12-312026-02-04history
TDY TELEDYNE TECHNOLOGIES INC COM593 shares-2.31%2025-12-312026-02-04history
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS2.1K shares-6.52%2025-12-312026-02-04history
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SHW SHERWIN WILLIAMS CO COM926 shares0.00%2025-12-312026-02-04history
PHO INVESCO WATER RESOURCES ETF4.2K shares-21.37%2025-12-312026-02-04history
BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF6.1K shares95.31%2025-12-312026-02-04history
VCRB VANGUARD CORE BOND ETF3.7K shares-8.67%2025-12-312026-02-04history
ADP AUTOMATIC DATA PROCESSING INC COM1.1K shares-2.29%2025-12-312026-02-04history
AMAT APPLIED MATLS INC COM1.1K shares66.52%2025-12-312026-02-04history
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF2.6K shares0.00%2025-12-312026-02-04history
VV VANGUARD LARGE-CAP ETF896 shares0.00%2025-12-312026-02-04history
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NTRS NORTHERN TR CORP COM2.0K shares0.00%2025-12-312026-02-04history
XYL XYLEM INC COM2.0K shares0.00%2025-12-312026-02-04history
TFC TRUIST FINL CORP COM5.5K shares23.54%2025-12-312026-02-04history
NET CLOUDFLARE INC CL A COM1.4K shares208.99%2025-12-312026-02-04history
PSX PHILLIPS 66 COM2.0K shares-19.92%2025-12-312026-02-04history
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF10.4K shares0.70%2025-12-312026-02-04history
AIZ ASSURANT INC COM1.1K shares0.00%2025-12-312026-02-04history
USB US BANCORP DEL COM NEW4.8K shares-1.98%2025-12-312026-02-04history
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LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.5K shares-17.87%2025-12-312026-02-04history
IAT ISHARES U.S. REGIONAL BANKS ETF4.5K shares0.00%2025-12-312026-02-04history
ADM ARCHER DANIELS MIDLAND CO COM4.3K shares0.00%2025-12-312026-02-04history
ORLY OREILLY AUTOMOTIVE INC COM2.6K shares-29.79%2025-12-312026-02-04history
CAH CARDINAL HEALTH INC COM1.2K shares0.00%2025-12-312026-02-04history
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF3.7K shares0.00%2025-12-312026-02-04history
LEN LENNAR CORP CL A2.3K shares11.27%2025-12-312026-02-04history
BMY BRISTOL-MYERS SQUIBB CO COM4.3K shares77.20%2025-12-312026-02-04history
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SONY SONY GROUP CORP SPONSORED ADR9.1K shares9.05%2025-12-312026-02-04history
QCOM QUALCOMM INC COM1.4K shares-12.29%2025-12-312026-02-04history
VTEB VANGUARD TAX-EXEMPT BOND ETF4.6K shares9.10%2025-12-312026-02-04history
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF3.9K shares0.00%2025-12-312026-02-04history
DELL DELL TECHNOLOGIES INC CL C1.8K shares-62.18%2025-12-312026-02-04history
IBKR INTERACTIVE BROKERS GROUP INC COM CL A3.5K shares7.24%2025-12-312026-02-04history
PCAR PACCAR INC COM2.0K shares0.00%2025-12-312026-02-04history
AON PLC SHS CL A AON PLC SHS CL A631 shares-5.68%2025-12-312026-02-04history
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DXCM DEXCOM INC COM11.0K shares1.09%2025-12-312026-02-04history
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR2.4K shares-5.27%2025-12-312026-02-04history
IWR ISHARES RUSSELL MIDCAP ETF2.3K shares54.79%2025-12-312026-02-04history
MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM2.6K shares0.71%2025-12-312026-02-04history
GILD GILEAD SCIENCES INC COM1.8K shares9.00%2025-12-312026-02-04history
AXP AMERICAN EXPRESS CO COM586 shares0.51%2025-12-312026-02-04history
ICE INTERCONTINENTAL EXCHANGE INC COM24.8K shares-2.81%2025-12-312026-02-04history
MLM MARTIN MARIETTA MATLS INC COM337 shares-2.03%2025-12-312026-02-04history
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SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN11.3K shares0.00%2025-12-312026-02-04history
FTV FORTIVE CORP COM3.8K shares0.00%2025-12-312026-02-04history
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF4.8K shares100.00%2025-12-312026-02-04history
HDB HDFC BANK LTD SPONSORED ADS5.7K shares0.11%2025-12-312026-02-04history
KVUE KENVUE INC COM11.9K shares-8.90%2025-12-312026-02-04history
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND2.4K shares0.00%2025-12-312026-02-04history
IP INTERNATIONAL PAPER CO COM5.2K shares-26.17%2025-12-312026-02-04history
SNPS SYNOPSYS INC COM432 shares16.76%2025-12-312026-02-04history
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ET ENERGY TRANSFER L P COM UT LTD PTN12.3K shares0.00%2025-12-312026-02-04history
ECL ECOLAB INC COM769 shares-16.23%2025-12-312026-02-04history
BARRICK MNG CORP COM SHS BARRICK MNG CORP COM SHS4.6K shares220.43%2025-12-312026-02-04history
ALC ALCON AG ORD SHS2.5K shares-8.24%2025-12-312026-02-04history
SMH VANECK SEMICONDUCTOR ETF546 shares-35.46%2025-12-312026-02-04history
TOTALENERGIES SE ACT TOTALENERGIES SE ACT3.0K sharesnew addition2025-12-312026-02-04history
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF3.4K shares0.00%2025-12-312026-02-04history
SPOT SPOTIFY TECHNOLOGY S A SHS329 shares10.03%2025-12-312026-02-04history
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WBS WEBSTER FINL CORP COM3.0K shares-86.73%2025-12-312026-02-04history
IDCC INTERDIGITAL INC COM592 shares-10.57%2025-12-312026-02-04history
CTRA COTERRA ENERGY INC COM7.1K shares0.00%2025-12-312026-02-04history
IHAK ISHARES CYBERSECURITY & TECH ETF3.9K shares0.00%2025-12-312026-02-04history
INSM INSMED INC COM PAR $.011.1K shares0.28%2025-12-312026-02-04history
AMP AMERIPRISE FINL INC COM380 shares0.00%2025-12-312026-02-04history
ATO ATMOS ENERGY CORP COM1.1K shares-10.23%2025-12-312026-02-04history
ITW ILLINOIS TOOL WKS INC COM742 shares0.41%2025-12-312026-02-04history
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FDX FEDEX CORP COM632 shares5.16%2025-12-312026-02-04history
RPM RPM INTL INC COM1.8K shares6.57%2025-12-312026-02-04history
DFAW DIMENSIONAL WORLD EQUITY ETF2.5K shares9.91%2025-12-312026-02-04history
PFE PFIZER INC COM7.2K shares12.39%2025-12-312026-02-04history
SYK STRYKER CORPORATION COM508 shares0.00%2025-12-312026-02-04history
CMCSA COMCAST CORP NEW CL A6.0K shares-22.46%2025-12-312026-02-04history
ABNB AIRBNB INC COM CL A1.3K shares3.65%2025-12-312026-02-04history
DVY ISHARES SELECT DIVIDEND ETF1.3K shares0.00%2025-12-312026-02-04history
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ACLS AXCELIS TECHNOLOGIES INC COM NEW2.2K shares-16.72%2025-12-312026-02-04history
KMI KINDER MORGAN INC DEL COM6.4K shares0.00%2025-12-312026-02-04history
ILCV ISHARES MORNINGSTAR VALUE ETF1.9K shares0.00%2025-12-312026-02-04history
MCHP MICROCHIP TECHNOLOGY INC. COM2.8K shares0.91%2025-12-312026-02-04history
TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS770 shares-19.03%2025-12-312026-02-04history
MPC MARATHON PETE CORP COM1.1K shares-27.96%2025-12-312026-02-04history
YETI YETI HLDGS INC COM3.9K shares-5.37%2025-12-312026-02-04history
LPLA LPL FINL HLDGS INC COM487 shares8.46%2025-12-312026-02-04history
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VOT VANGUARD MID-CAP GROWTH ETF615 shares0.00%2025-12-312026-02-04history
ZBH ZIMMER BIOMET HOLDINGS INC COM1.9K shares18.88%2025-12-312026-02-04history
MPWR MONOLITHIC PWR SYS INC COM188 shares0.00%2025-12-312026-02-04history
VRTX VERTEX PHARMACEUTICALS INC COM374 shares1.36%2025-12-312026-02-04history
VFMF VANGUARD U.S. MULTIFACTOR ETF1.1K shares0.99%2025-12-312026-02-04history
SKWD SKYWARD SPECIALTY INS GROUP IN COM3.3K shares219.92%2025-12-312026-02-04history
APH AMPHENOL CORP CL A1.2K shares8.27%2025-12-312026-02-04history
CRH PLC ORD CRH PLC ORD1.3K shares-39.87%2025-12-312026-02-04history
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WTM WHITE MTNS INS GROUP LTD COM79 shares-3.66%2025-12-312026-02-04history
DLTR DOLLAR TREE INC COM1.3K shares0.53%2025-12-312026-02-04history
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND1.6K shares0.00%2025-12-312026-02-04history
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF1.0K shares0.00%2025-12-312026-02-04history
NVO NOVO-NORDISK A S ADR3.2K shares-40.74%2025-12-312026-02-04history
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF3.4K shares0.00%2025-12-312026-02-04history
NXPI NXP SEMICONDUCTORS N V COM24.6K shares0.00%2025-12-312026-02-04history
IOO ISHARES GLOBAL 100 ETF1.3K sharesnew addition2025-12-312026-02-04history
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TMUS T-MOBILE US INC COM786 shares2.08%2025-12-312026-02-04history
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF3.4K shares0.00%2025-12-312026-02-04history
FORM FORMFACTOR INC COM2.8K shares-23.83%2025-12-312026-02-04history
OSK OSHKOSH CORP COM1.3K shares0.00%2025-12-312026-02-04history
DKS DICKS SPORTING GOODS INC COM800 shares0.00%2025-12-312026-02-04history
GIS GENERAL MLS INC COM3.4K shares0.00%2025-12-312026-02-04history
NTRA NATERA INC COM683 shares18.17%2025-12-312026-02-04history
IJJ ISHARES S&P MID-CAP 400 VALUE ETF1.2K shares0.00%2025-12-312026-02-04history
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AJG GALLAGHER ARTHUR J & CO COM599 shares0.00%2025-12-312026-02-04history
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS9.8K shares0.00%2025-12-312026-02-04history
WTS WATTS WATER TECHNOLOGIES INC CL A556 shares0.00%2025-12-312026-02-04history
OMC OMNICOM GROUP INC COM1.9K shares91.69%2025-12-312026-02-04history
XEL XCEL ENERGY INC COM2.1K shares-8.46%2025-12-312026-02-04history
KHC KRAFT HEINZ CO COM6.3K shares-22.53%2025-12-312026-02-04history
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF3.5K shares0.00%2025-12-312026-02-04history
BHP BHP GROUP LTD SPONSORED ADS2.5K shares-5.44%2025-12-312026-02-04history
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MS MORGAN STANLEY COM NEW855 shares32.15%2025-12-312026-02-04history
FANG DIAMONDBACK ENERGY INC COM17.7K shares0.22%2025-12-312026-02-04history
INTU INTUIT COM227 shares-49.33%2025-12-312026-02-04history
FCX FREEPORT-MCMORAN INC CL B2.9K shares-4.56%2025-12-312026-02-04history
EFX EQUIFAX INC COM676 shares-1.74%2025-12-312026-02-04history
DOC HEALTHPEAK PROPERTIES INC COM9.1K shares26.64%2025-12-312026-02-04history
ALLY ALLY FINL INC COM3.2K shares-3.76%2025-12-312026-02-04history
MMYT MAKEMYTRIP LIMITED MAURITIUS SHS1.7K shares-38.87%2025-12-312026-02-04history
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EQT CORP COM EQT CORP COM2.6K shares-3.06%2025-12-312026-02-04history
BA BOEING CO COM638 shares2.41%2025-12-312026-02-04history
ROL ROLLINS INC COM2.3K shares8.67%2025-12-312026-02-04history
WBD WARNER BROS DISCOVERY INC COM SER A4.8K shares-45.27%2025-12-312026-02-04history
DOL WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND2.1K shares0.00%2025-12-312026-02-04history
VLTO VERALTO CORP COM SHS1.4K shares7.68%2025-12-312026-02-04history
HLMN HILLMAN SOLUTIONS CORP COM15.7K shares-5.33%2025-12-312026-02-04history
HWM HOWMET AEROSPACE INC COM648 shares-10.74%2025-12-312026-02-04history
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LNTH LANTHEUS HLDGS INC COM2.0K sharesnew addition2025-12-312026-02-04history
DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF3.1K shares0.00%2025-12-312026-02-04history
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF686 shares44.42%2025-12-312026-02-04history
WMB WILLIAMS COS INC COM2.2K shares0.74%2025-12-312026-02-04history
LSTR LANDSTAR SYS INC COM912 shares480.89%2025-12-312026-02-04history
WRB BERKLEY W R CORP COM1.9K shares3.04%2025-12-312026-02-04history
MOD MODINE MFG CO COM975 shares-34.56%2025-12-312026-02-04history
YUM YUM BRANDS INC COM841 shares-4.10%2025-12-312026-02-04history
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FAF FIRST AMERN FINL CORP COM2.1K shares-20.74%2025-12-312026-02-04history
CFR CULLEN FROST BANKERS INC COM998 shares0.00%2025-12-312026-02-04history
ALLE ALLEGION PLC ORD SHS793 shares9.99%2025-12-312026-02-04history
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF3.8K shares2.60%2025-12-312026-02-04history
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF1.9K sharesnew addition2025-12-312026-02-04history
EL LAUDER ESTEE COS INC CL A6.0K shares6.84%2025-12-312026-02-04history
TRGP TARGA RES CORP COM676 shares36.57%2025-12-312026-02-04history
VBR VANGUARD SMALL CAP VALUE ETF588 shares0.00%2025-12-312026-02-04history
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AWK AMERICAN WTR WKS CO INC NEW COM953 shares-18.48%2025-12-312026-02-04history
AVGE AVANTIS ALL EQUITY MARKETS ETF1.4K shares0.84%2025-12-312026-02-04history
FTDR FRONTDOOR INC COM2.1K shares-0.19%2025-12-312026-02-04history
IWN ISHARES RUSSELL 2000 VALUE ETF678 shares-10.55%2025-12-312026-02-04history
ZWS ZURN ELKAY WATER SOLNS CORP COM2.6K shares2.84%2025-12-312026-02-04history
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF537 shares0.00%2025-12-312026-02-04history
SLB SLB LIMITED COM STK3.1K shares75.46%2025-12-312026-02-04history
COWZ PACER US CASH COWS 100 ETF2.0K shares5.87%2025-12-312026-02-04history
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IQV IQVIA HLDGS INC COM23.8K shares0.00%2025-12-312026-02-04history
CR CRANE COMPANY COMMON STOCK632 shares0.00%2025-12-312026-02-04history
RACE FERRARI N V COM314 shares-50.78%2025-12-312026-02-04history
PAYC PAYCOM SOFTWARE INC COM722 sharesnew addition2025-12-312026-02-04history
GCMG GCM GROSVENOR INC COM CL A10.0K shares0.00%2025-12-312026-02-04history
FENY FIDELITY MSCI ENERGY INDEX ETF4.5K shares0.00%2025-12-312026-02-04history
FHB FIRST HAWAIIAN INC COM4.4K shares-4.40%2025-12-312026-02-04history
TER TERADYNE INC COM579 shares0.00%2025-12-312026-02-04history
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CDRE CADRE HLDGS INC COM2.7K shares-4.55%2025-12-312026-02-04history
FAST FASTENAL CO COM2.8K shares0.00%2025-12-312026-02-04history
NSP INSPERITY INC COM2.8K shares359.74%2025-12-312026-02-04history
NDSN NORDSON CORP COM448 shares0.00%2025-12-312026-02-04history
KLAC KLA CORP COM NEW88 shares0.00%2025-12-312026-02-04history
WTFC WINTRUST FINL CORP COM763 shares-25.85%2025-12-312026-02-04history
ULS UL SOLUTIONS INC CLASS A COM SHS1.3K shares7.42%2025-12-312026-02-04history
VVX V2X INC COM1.9K shares95.45%2025-12-312026-02-04history
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MAR MARRIOTT INTL INC NEW CL A339 shares0.00%2025-12-312026-02-04history
CFG CITIZENS FINL GROUP INC COM1.8K shares-31.95%2025-12-312026-02-04history
AER AERCAP HOLDINGS NV SHS728 shares260.40%2025-12-312026-02-04history
UPS UNITED PARCEL SVCS INC CL B1.1K shares1.34%2025-12-312026-02-04history
RIG TRANSOCEAN LTD REGISTERED SHS25.3K shares0.62%2025-12-312026-02-04history
BSY BENTLEY SYS INC COM CL B2.7K shares11.49%2025-12-312026-02-04history
LOPE GRAND CANYON ED INC COM627 shares70.38%2025-12-312026-02-04history
LAND GLADSTONE LD CORP COM11.4K shares0.00%2025-12-312026-02-04history
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VT VANGUARD TOTAL WORLD STOCK ETF735 shares0.41%2025-12-312026-02-04history
MEDP MEDPACE HLDGS INC COM184 shares0.00%2025-12-312026-02-04history
COOPER COS INC COM COOPER COS INC COM1.3K shares195.28%2025-12-312026-02-04history
AHCO ADAPTHEALTH CORP COMMON STOCK10.2K shares-5.63%2025-12-312026-02-04history
MMS MAXIMUS INC COM1.2K shares-31.61%2025-12-312026-02-04history
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK1.2K shares0.98%2025-12-312026-02-04history
HIG HARTFORD INSURANCE GROUP INC COM738 shares166.43%2025-12-312026-02-04history
CEG CONSTELLATION ENERGY CORP COM288 shares-19.33%2025-12-312026-02-04history
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WDC WESTERN DIGITAL CORP COM590 shares103.45%2025-12-312026-02-04history
CVNA CARVANA CO CL A241 shares-14.23%2025-12-312026-02-04history
GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR2.1K shares-3.55%2025-12-312026-02-04history
GAB GABELLI EQUITY TR INC COM16.3K shares0.00%2025-12-312026-02-04history
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF2.0K shares0.00%2025-12-312026-02-04history
WTW WILLIS TOWERS WATSON PLC LTD SHS297 shares0.68%2025-12-312026-02-04history
VOYA VOYA FINANCIAL INC COM1.3K shares0.00%2025-12-312026-02-04history
CLX CLOROX CO DEL COM951 shares0.00%2025-12-312026-02-04history
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STT STATE STR CORP COM735 shares-28.50%2025-12-312026-02-04history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF1.5K shares0.00%2025-12-312026-02-04history
DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM2.3K shares7.18%2025-12-312026-02-04history
FHN FIRST HORIZON CORPORATION COM3.9K shares0.00%2025-12-312026-02-04history
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF2.3K shares0.00%2025-12-312026-02-04history
TT TRANE TECHNOLOGIES PLC SHS40.2K shares0.01%2025-12-312026-02-04history
TGT TARGET CORP COM944 shares0.53%2025-12-312026-02-04history
VXF VANGUARD EXTENDED MARKET ETF437 shares0.00%2025-12-312026-02-04history
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POWR ISHARES U.S. POWER INFRASTRUCTURE ETF3.9K shares0.00%2025-12-312026-02-04history
MCK MCKESSON CORP COM111 shares12.12%2025-12-312026-02-04history
STZ CONSTELLATION BRANDS INC CL A659 shares91.01%2025-12-312026-02-04history
KDP KEURIG DR PEPPER INC COM3.2K sharesnew addition2025-12-312026-02-04history
TBIL US TREASURY 3 MONTH BILL ETF1.8K sharesnew addition2025-12-312026-02-04history
TTAN SERVICETITAN INC SHS CL A839 shares78.89%2025-12-312026-02-04history
JKHY HENRY JACK & ASSOC INC COM489 shares0.00%2025-12-312026-02-04history
HUBBELL INC COM HUBBELL INC COM201 shares-18.95%2025-12-312026-02-04history
Sponsored
IDXX IDEXX LABS INC COM131 shares1.55%2025-12-312026-02-04history
ELS EQUITY LIFESTYLE PROPERTIES COM1.5K shares44.30%2025-12-312026-02-04history
HDV ISHARES CORE HIGH DIVIDEND ETF720 shares0.00%2025-12-312026-02-04history
GMED GLOBUS MED INC CL A1.0K shares0.00%2025-12-312026-02-04history
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK1.1K sharesnew addition2025-12-312026-02-04history
MFC MANULIFE FINL CORP COM2.4K shares0.00%2025-12-312026-02-04history
PWR QUANTA SVCS INC COM204 shares0.00%2025-12-312026-02-04history
IJR ISHARES CORE S&P SMALL CAP ETF712 shares0.00%2025-12-312026-02-04history
Sponsored
LII LENNOX INTL INC COM176 shares-4.35%2025-12-312026-02-04history
PYPL PAYPAL HLDGS INC COM1.5K shares0.00%2025-12-312026-02-04history
DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW723 shares-18.03%2025-12-312026-02-04history
RHP RYMAN HOSPITALITY PPTYS INC COM887 shares-5.34%2025-12-312026-02-04history
SAIA SAIA INC COM256 shares7.11%2025-12-312026-02-04history
NOK NOKIA CORP SPONSORED ADR12.8K shares0.00%2025-12-312026-02-04history
ONTO ONTO INNOVATION INC COM525 shares0.00%2025-12-312026-02-04history
EW EDWARDS LIFESCIENCES CORP COM14.4K shares-2.04%2025-12-312026-02-04history
Sponsored
ED CONSOLIDATED EDISON INC COM822 shares0.00%2025-12-312026-02-04history
PR PERMIAN RESOURCES CORP CLASS A COM5.8K sharesnew addition2025-12-312026-02-04history
SO SOUTHERN CO COM935 shares0.00%2025-12-312026-02-04history
SMG SCOTTS MIRACLE-GRO CO CL A1.4K shares0.00%2025-12-312026-02-04history
SOFI SOFI TECHNOLOGIES INC COM3.0K shares10.27%2025-12-312026-02-04history
TRMB TRIMBLE INC COM1.0K shares13.77%2025-12-312026-02-04history
ACIW ACI WORLDWIDE INC COM1.6K shares2.18%2025-12-312026-02-04history
AKAM AKAMAI TECHNOLOGIES INC COM898 shares74.03%2025-12-312026-02-04history
Sponsored
LVS LAS VEGAS SANDS CORP COM1.2K shares50.38%2025-12-312026-02-04history
WSO WATSCO INC COM231 shares6.94%2025-12-312026-02-04history
CIEN CIENA CORP COM NEW331 shares549.02%2025-12-312026-02-04history
GDX VANECK GOLD MINERS ETF900 shares0.00%2025-12-312026-02-04history
GPC GENUINE PARTS CO COM626 shares-11.71%2025-12-312026-02-04history
CCJ CAMECO CORP COM834 shares0.00%2025-12-312026-02-04history
BJ BJS WHSL CLUB HLDGS INC COM847 shares9.72%2025-12-312026-02-04history
ALNY ALNYLAM PHARMACEUTICALS INC COM192 shares1.05%2025-12-312026-02-04history
Sponsored
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A312 shares11.03%2025-12-312026-02-04history
AA ALCOA CORP COM1.4K shares281.28%2025-12-312026-02-04history
POOL POOL CORP COM330 shares-1.79%2025-12-312026-02-04history
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM687 shares7.18%2025-12-312026-02-04history
MSGS MADISON SQUARE GRDN SPRT CORP CL A285 sharesnew addition2025-12-312026-02-04history
DTE DTE ENERGY CO COM569 shares-26.86%2025-12-312026-02-04history
PGR PROGRESSIVE CORP COM320 shares-29.98%2025-12-312026-02-04history
F FORD MTR CO COM5.5K shares5.28%2025-12-312026-02-04history
Sponsored
DOV DOVER CORP COM369 shares314.61%2025-12-312026-02-04history
NVT NVENT ELECTRIC PLC SHS699 shares0.00%2025-12-312026-02-04history
LITE LUMENTUM HLDGS INC COM193 shares0.00%2025-12-312026-02-04history
ADX ADAMS DIVERSIFIED EQUITY FD COM3.0K shares2.01%2025-12-312026-02-04history
ADSK AUTODESK INC COM240 shares0.00%2025-12-312026-02-04history
SIL GLOBAL X SILVER MINERS ETF850 shares0.00%2025-12-312026-02-04history
PNR PENTAIR PLC SHS681 shares0.00%2025-12-312026-02-04history
AMT AMERICAN TOWER CORP COM402 shares-19.92%2025-12-312026-02-04history
Sponsored
DHI D R HORTON INC COM481 shares0.21%2025-12-312026-02-04history
IBOC INTERNATIONAL BANCSHARES CORP COM1.0K shares-5.29%2025-12-312026-02-04history
AMCOR PLC COM NEW AMCOR PLC COM NEW8.3K sharesnew addition2025-12-312026-02-04history
KMB KIMBERLY-CLARK CORP COM668 shares-38.83%2025-12-312026-02-04history
SBUX STARBUCKS CORP COM798 shares0.00%2025-12-312026-02-04history
UTHR UNITED THERAPEUTICS CORP DEL COM137 sharesnew addition2025-12-312026-02-04history
HI HILLENBRAND INC COM2.1K shares-19.27%2025-12-312026-02-04history
TLN TALEN ENERGY CORP COM177 shares16.45%2025-12-312026-02-04history
Sponsored
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF2.7K sharesnew addition2025-12-312026-02-04history
FLOT ISHARES FLOATING RATE BOND ETF1.3K shares0.00%2025-12-312026-02-04history
OKE ONEOK INC NEW COM883 shares0.00%2025-12-312026-02-04history
HLT HILTON WORLDWIDE HLDGS INC COM223 shares31.18%2025-12-312026-02-04history

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Put Option Holdings
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