The Analysis of McKinley Carter Wealth Services, Inc.'s Holdings


Currently, McKinley Carter Wealth Services, Inc. holds 319 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in DFAI (+824.9K shares, valued at $31.4M), DFAE (+523.4K shares, valued at $17.0M), XLK (+64.5K shares, valued at $9.3M); decreased their positions in VXUS (-342.6K shares, valued at $25.8M), IWB (-49.8K shares, valued at $18.6M), IEFA (-204.5K shares, valued at $18.3M); initiated new positions in DFAI (+824.9K shares, valued at $31.4M), DFAE (+523.4K shares, valued at $17.0M), AIQ (+118.1K shares, valued at $6.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VXUS VANGUARD STAR FDS1.4M shares-19.91%2025-12-312026-02-06history
IVV ISHARES TR145.0K shares-13.34%2025-12-312026-02-06history
FBND FIDELITY MERRIMACK STR TR2.1M shares1.27%2025-12-312026-02-06history
IWB ISHARES TR252.7K shares-16.47%2025-12-312026-02-06history
AGG ISHARES TR601.0K shares-7.18%2025-12-312026-02-06history
IEFA ISHARES TR647.2K shares-24.01%2025-12-312026-02-06history
VEA VANGUARD TAX-MANAGED FDS838.5K shares-14.25%2025-12-312026-02-06history
ILCG ISHARES TR368.2K shares-17.14%2025-12-312026-02-06history
Sponsored
VT VANGUARD INTL EQUITY INDEX F256.7K shares-20.33%2025-12-312026-02-06history
AAPL APPLE INC130.7K shares-5.25%2025-12-312026-02-06history
GOVT ISHARES TR1.4M shares-29.79%2025-12-312026-02-06history
DFAI DIMENSIONAL ETF TRUST824.9K sharesnew addition2025-12-312026-02-06history
BROADCOM INC BROADCOM INC79.6K shares-6.83%2025-12-312026-02-06history
IVE ISHARES TR122.9K shares-14.15%2025-12-312026-02-06history
IWF ISHARES TR49.9K shares-4.99%2025-12-312026-02-06history
XLK SELECT SECTOR SPDR TR161.0K shares66.93%2025-12-312026-02-06history
Sponsored
ALPHABET INC ALPHABET INC73.4K shares-7.04%2025-12-312026-02-06history
IEMG ISHARES INC329.0K shares-23.99%2025-12-312026-02-06history
IWL ISHARES TR129.3K shares-4.87%2025-12-312026-02-06history
EMXC ISHARES INC299.2K shares-22.04%2025-12-312026-02-06history
MSFT MICROSOFT CORP43.4K shares-5.93%2025-12-312026-02-06history
FNDF SCHWAB STRATEGIC TR445.4K shares-22.10%2025-12-312026-02-06history
XLV SELECT SECTOR SPDR TR124.8K shares-17.96%2025-12-312026-02-06history
IJH ISHARES TR292.1K shares-20.09%2025-12-312026-02-06history
Sponsored
XLF SELECT SECTOR SPDR TR342.5K shares-17.37%2025-12-312026-02-06history
IXUS ISHARES TR207.2K shares-6.59%2025-12-312026-02-06history
DFAE DIMENSIONAL ETF TRUST523.4K sharesnew addition2025-12-312026-02-06history
IJR ISHARES TR138.6K shares-9.31%2025-12-312026-02-06history
IAGG ISHARES TR310.3K shares-33.30%2025-12-312026-02-06history
USIG ISHARES TR296.0K shares-11.88%2025-12-312026-02-06history
NVDA NVIDIA CORPORATION77.9K shares0.79%2025-12-312026-02-06history
COST COSTCO WHSL CORP NEW16.7K shares-2.29%2025-12-312026-02-06history
Sponsored
TJX TJX COS INC NEW83.9K shares-1.91%2025-12-312026-02-06history
INTU INTUIT17.9K shares-3.29%2025-12-312026-02-06history
MA MASTERCARD INCORPORATED20.8K shares0.29%2025-12-312026-02-06history
MCK MCKESSON CORP14.1K shares-1.63%2025-12-312026-02-06history
BND VANGUARD BD INDEX FDS155.1K shares-8.57%2025-12-312026-02-06history
AMZN AMAZON COM INC49.3K shares-2.30%2025-12-312026-02-06history
ORLY OREILLY AUTOMOTIVE INC124.6K shares-1.15%2025-12-312026-02-06history
CACI CACI INTL INC20.4K shares-2.76%2025-12-312026-02-06history
Sponsored
META META PLATFORMS INC15.8K shares0.96%2025-12-312026-02-06history
WM WASTE MGMT INC DEL45.4K shares0.22%2025-12-312026-02-06history
VANGUARD INDEX FDS VANGUARD INDEX FDS15.3K shares3.53%2025-12-312026-02-06history
HD HOME DEPOT INC27.9K shares-2.89%2025-12-312026-02-06history
OEF ISHARES TR27.7K shares-12.29%2025-12-312026-02-06history
AYI ACUITY INC25.4K shares-0.42%2025-12-312026-02-06history
NFLX NETFLIX INC95.3K shares903.01%2025-12-312026-02-06history
HUBBELL INC HUBBELL INC19.9K shares-0.32%2025-12-312026-02-06history
Sponsored
VUG VANGUARD INDEX FDS18.0K shares-2.45%2025-12-312026-02-06history
DFAT DIMENSIONAL ETF TRUST146.8K shares-14.60%2025-12-312026-02-06history
J JACOBS SOLUTIONS INC64.0K shares0.73%2025-12-312026-02-06history
LINDE PLC LINDE PLC19.9K shares0.96%2025-12-312026-02-06history
AJG GALLAGHER ARTHUR J & CO32.3K shares-0.13%2025-12-312026-02-06history
XCEM COLUMBIA ETF TR II217.6K shares-5.56%2025-12-312026-02-06history
PWR QUANTA SVCS INC19.5K shares5.07%2025-12-312026-02-06history
XLE SELECT SECTOR SPDR TR180.4K shares58.79%2025-12-312026-02-06history
Sponsored
JPM JPMORGAN CHASE & CO.24.7K shares-8.26%2025-12-312026-02-06history
LLY ELI LILLY & CO7.2K shares17.94%2025-12-312026-02-06history
SCHF SCHWAB STRATEGIC TR294.4K shares-14.47%2025-12-312026-02-06history
VYMI VANGUARD WHITEHALL FDS76.7K shares-0.39%2025-12-312026-02-06history
MBB ISHARES TR71.7K shares44.54%2025-12-312026-02-06history
RL RALPH LAUREN CORP19.1K shares655.81%2025-12-312026-02-06history
EFA ISHARES TR69.7K shares-5.81%2025-12-312026-02-06history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP19.9K shares141.12%2025-12-312026-02-06history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR10.6K shares-2.58%2025-12-312026-02-06history
IWM ISHARES TR25.3K shares-11.49%2025-12-312026-02-06history
APH AMPHENOL CORP NEW45.8K shares13.39%2025-12-312026-02-06history
PEP PEPSICO INC42.9K shares2.07%2025-12-312026-02-06history
VEU VANGUARD INTL EQUITY INDEX F82.5K shares-8.14%2025-12-312026-02-06history
AIQ GLOBAL X FDS118.1K sharesnew addition2025-12-312026-02-06history
ISCG ISHARES TR106.6K shares-15.04%2025-12-312026-02-06history
CAT CATERPILLAR INC9.9K shares-1.45%2025-12-312026-02-06history
Sponsored
VB VANGUARD INDEX FDS21.4K shares-2.63%2025-12-312026-02-06history
ABBV ABBVIE INC24.0K shares0.04%2025-12-312026-02-06history
SPYM SPDR SERIES TRUST68.1K shares-10.83%2025-12-312026-02-06history
PG PROCTER AND GAMBLE CO35.3K shares-7.62%2025-12-312026-02-06history
ESGU ISHARES TR33.2K shares-6.89%2025-12-312026-02-06history
DYNF BLACKROCK ETF TRUST80.2K sharesnew addition2025-12-312026-02-06history
ICE INTERCONTINENTAL EXCHANGE IN29.4K shares-6.80%2025-12-312026-02-06history
MUNI PIMCO ETF TR85.7K shares4.13%2025-12-312026-02-06history
Sponsored
GWW WW GRAINGER INC4.4K shares-0.98%2025-12-312026-02-06history
BK BANK NEW YORK MELLON CORP35.4K shares-0.93%2025-12-312026-02-06history
IWD ISHARES TR19.0K shares-3.68%2025-12-312026-02-06history
JNJ JOHNSON & JOHNSON19.1K shares0.56%2025-12-312026-02-06history
MCD MCDONALDS CORP13.0K shares1.49%2025-12-312026-02-06history
EFG ISHARES TR34.2K shares-10.29%2025-12-312026-02-06history
ACWI ISHARES TR27.3K shares-9.07%2025-12-312026-02-06history
CVX CHEVRON CORP NEW25.2K shares2.42%2025-12-312026-02-06history
Sponsored
LMT LOCKHEED MARTIN CORP7.6K shares2.28%2025-12-312026-02-06history
MS MORGAN STANLEY20.5K shares-0.82%2025-12-312026-02-06history
IWP ISHARES TR26.4K shares-11.89%2025-12-312026-02-06history
LOW LOWES COS INC14.6K shares2.04%2025-12-312026-02-06history
INMU BLACKROCK ETF TRUST II135.1K shares2.40%2025-12-312026-02-06history
FNOV FIRST TR EXCHNG TRADED FD VI58.1K shares-5.43%2025-12-312026-02-06history
VBK VANGUARD INDEX FDS10.5K shares-3.68%2025-12-312026-02-06history
IGRO ISHARES TR38.2K shares-0.37%2025-12-312026-02-06history
Sponsored
GRID FIRST TR EXCHANGE TRADED FD20.5K shares193.15%2025-12-312026-02-06history
NEE NEXTERA ENERGY INC38.7K shares3.17%2025-12-312026-02-06history
IJS ISHARES TR27.2K shares-4.98%2025-12-312026-02-06history
ESGD ISHARES TR31.9K shares-8.63%2025-12-312026-02-06history
ADP AUTOMATIC DATA PROCESSING IN11.6K shares2.02%2025-12-312026-02-06history
IWR ISHARES TR30.5K shares-9.66%2025-12-312026-02-06history
DFIV DIMENSIONAL ETF TRUST58.2K shares-8.55%2025-12-312026-02-06history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.8K shares-3.13%2025-12-312026-02-06history
Sponsored
EAGG ISHARES TR60.4K shares8.22%2025-12-312026-02-06history
TLH ISHARES TR28.0K sharesnew addition2025-12-312026-02-06history
VBR VANGUARD INDEX FDS13.3K shares-2.46%2025-12-312026-02-06history
IEI ISHARES TR23.7K sharesnew addition2025-12-312026-02-06history
ABT ABBOTT LABS21.8K shares-1.23%2025-12-312026-02-06history
QUAL ISHARES TR13.5K shares-7.71%2025-12-312026-02-06history
MERCK & CO INC MERCK & CO INC25.1K shares7.57%2025-12-312026-02-06history
V VISA INC7.4K shares-0.52%2025-12-312026-02-06history
Sponsored
SPEM SPDR INDEX SHS FDS54.4K shares-23.81%2025-12-312026-02-06history
ES EVERSOURCE ENERGY36.4K shares10.33%2025-12-312026-02-06history
THRO BLACKROCK ETF TRUST62.4K sharesnew addition2025-12-312026-02-06history
TXN TEXAS INSTRS INC13.8K shares-0.32%2025-12-312026-02-06history
GBTC GRAYSCALE BITCOIN TRUST ETF32.1K shares0.00%2025-12-312026-02-06history
COWZ PACER FDS TR36.2K shares-2.47%2025-12-312026-02-06history
ITW ILLINOIS TOOL WKS INC8.8K shares1.85%2025-12-312026-02-06history
SPY SPDR S&P 500 ETF TR3.1K shares-3.91%2025-12-312026-02-06history
Sponsored
SBUX STARBUCKS CORP25.1K shares4.39%2025-12-312026-02-06history
WFC WELLS FARGO CO NEW22.5K shares4.09%2025-12-312026-02-06history
DGRO ISHARES TR30.0K shares0.23%2025-12-312026-02-06history
BRTR BLACKROCK ETF TRUST II40.4K shares-6.39%2025-12-312026-02-06history
SHY ISHARES TR24.5K sharesnew addition2025-12-312026-02-06history
GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET52.1K shares171.87%2025-12-312026-02-06history
VTV VANGUARD INDEX FDS10.3K shares2.33%2025-12-312026-02-06history
MDY SPDR S&P MIDCAP 400 ETF TR3.1K shares0.00%2025-12-312026-02-06history
Sponsored
SCHG SCHWAB STRATEGIC TR57.4K shares-28.07%2025-12-312026-02-06history
MDLZ MONDELEZ INTL INC34.2K shares3.61%2025-12-312026-02-06history
FDEC FIRST TR EXCHNG TRADED FD VI34.9K shares0.00%2025-12-312026-02-06history
SPDW SPDR INDEX SHS FDS40.0K shares-29.45%2025-12-312026-02-06history
TMUS T-MOBILE US INC8.6K shares3.95%2025-12-312026-02-06history
PNC PNC FINL SVCS GROUP INC8.2K shares-8.82%2025-12-312026-02-06history
ECL ECOLAB INC6.4K shares18.44%2025-12-312026-02-06history
WMT WALMART INC14.8K shares1.46%2025-12-312026-02-06history
Sponsored
ALPHABET INC ALPHABET INC5.3K shares-9.07%2025-12-312026-02-06history
CHCO CITY HLDG CO13.8K shares0.16%2025-12-312026-02-06history
VTI VANGUARD INDEX FDS4.8K shares-5.88%2025-12-312026-02-06history
FVD FIRST TR EXCHANGE-TRADED FD35.0K shares-4.05%2025-12-312026-02-06history
IWO ISHARES TR5.0K shares-3.16%2025-12-312026-02-06history
FOCT FIRST TR EXCHNG TRADED FD VI32.2K shares-8.02%2025-12-312026-02-06history
VO VANGUARD INDEX FDS5.4K shares-6.51%2025-12-312026-02-06history
FJUN FIRST TR EXCHNG TRADED FD VI27.1K shares-2.23%2025-12-312026-02-06history
Sponsored
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.0K shares-3.21%2025-12-312026-02-06history
PGR PROGRESSIVE CORP6.4K shares0.35%2025-12-312026-02-06history
DEM WISDOMTREE TR30.8K shares6.20%2025-12-312026-02-06history
VIGI VANGUARD WHITEHALL FDS15.3K shares0.66%2025-12-312026-02-06history
TMO THERMO FISHER SCIENTIFIC INC2.4K shares-17.03%2025-12-312026-02-06history
FSEP FIRST TR EXCHNG TRADED FD VI26.4K shares4.46%2025-12-312026-02-06history
MTUM ISHARES TR5.4K shares-8.73%2025-12-312026-02-06history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares-6.94%2025-12-312026-02-06history
Sponsored
FBT FIRST TR EXCHANGE-TRADED FD6.3K shares-3.15%2025-12-312026-02-06history
XOM EXXON MOBIL CORP10.7K shares-19.39%2025-12-312026-02-06history
FMAY FIRST TR EXCHNG TRADED FD VI23.9K shares0.00%2025-12-312026-02-06history
ORCL ORACLE CORP6.5K shares-8.78%2025-12-312026-02-06history
FMAR FIRST TR EXCHNG TRADED FD VI26.7K shares0.00%2025-12-312026-02-06history
IJT ISHARES TR9.0K shares-3.40%2025-12-312026-02-06history
CMCSA COMCAST CORP NEW40.2K shares-10.70%2025-12-312026-02-06history
BINC BLACKROCK ETF TRUST II22.7K shares4.75%2025-12-312026-02-06history
Sponsored
QTEC FIRST TR EXCHANGE-TRADED FD5.2K shares0.00%2025-12-312026-02-06history
UBSI UNITED BANKSHARES INC WEST V31.0K shares0.17%2025-12-312026-02-06history
XLP SELECT SECTOR SPDR TR15.3K shares-9.71%2025-12-312026-02-06history
ESGE ISHARES INC26.5K shares-8.84%2025-12-312026-02-06history
VDC VANGUARD WORLD FD5.4K shares-17.86%2025-12-312026-02-06history
QQQJ INVESCO EXCH TRADED FD TR II30.6K shares-1.55%2025-12-312026-02-06history
VGT VANGUARD WORLD FD1.5K shares-2.80%2025-12-312026-02-06history
DNOV FIRST TR EXCHNG TRADED FD VI22.5K shares0.00%2025-12-312026-02-06history
Sponsored
MEAR ISHARES U S ETF TR21.5K shares-4.51%2025-12-312026-02-06history
DOCT FIRST TR EXCHNG TRADED FD VI24.4K shares0.00%2025-12-312026-02-06history
FAPR FIRST TR EXCHNG TRADED FD VI24.2K shares0.00%2025-12-312026-02-06history
HIMU BLACKROCK ETF TRUST II21.8K shares1.17%2025-12-312026-02-06history
TSLA TESLA INC2.3K shares-4.17%2025-12-312026-02-06history
IGSB ISHARES TR19.7K shares-30.45%2025-12-312026-02-06history
VDE VANGUARD WORLD FD8.2K shares-84.97%2025-12-312026-02-06history
IWX ISHARES TR10.6K shares-22.72%2025-12-312026-02-06history
Sponsored
IVW ISHARES TR7.9K shares-6.21%2025-12-312026-02-06history
USHY ISHARES TR25.1K shares-8.09%2025-12-312026-02-06history
BUFY FIRST TR EXCHNG TRADED FD VI41.9K shares22.02%2025-12-312026-02-06history
ISTB ISHARES TR19.0K shares-27.19%2025-12-312026-02-06history
SPMD SPDR SERIES TRUST15.7K shares-21.67%2025-12-312026-02-06history
KXI ISHARES TR13.9K shares-19.57%2025-12-312026-02-06history
XJH ISHARES TR19.4K shares-14.35%2025-12-312026-02-06history
TSCO TRACTOR SUPPLY CO16.4K shares-32.54%2025-12-312026-02-06history
Sponsored
FAUG FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2025-12-312026-02-06history
DMAR FIRST TR EXCHNG TRADED FD VI18.7K shares0.00%2025-12-312026-02-06history
MVBF MVB FINL CORP29.9K shares0.01%2025-12-312026-02-06history
GLD SPDR GOLD TR1.9K shares-14.44%2025-12-312026-02-06history
DSEP FIRST TR EXCHNG TRADED FD VI16.9K shares0.00%2025-12-312026-02-06history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares-83.33%2025-12-312026-02-06history
BLACKSTONE INC BLACKSTONE INC4.8K shares-3.49%2025-12-312026-02-06history
KO COCA COLA CO10.5K shares-1.21%2025-12-312026-02-06history
Sponsored
RSPM INVESCO EXCHANGE TRADED FD T21.3K shares-2.40%2025-12-312026-02-06history
IVOO VANGUARD ADMIRAL FDS INC6.5K shares0.00%2025-12-312026-02-06history
AEP AMERICAN ELEC PWR CO INC6.2K shares0.02%2025-12-312026-02-06history
IBM INTERNATIONAL BUSINESS MACHS2.4K shares147.20%2025-12-312026-02-06history
VWO VANGUARD INTL EQUITY INDEX F13.3K shares-1.61%2025-12-312026-02-06history
PKG PACKAGING CORP AMER3.5K shares-0.23%2025-12-312026-02-06history
CTAS CINTAS CORP3.8K shares0.03%2025-12-312026-02-06history
FJUL FIRST TR EXCHNG TRADED FD VI12.8K shares0.00%2025-12-312026-02-06history
Sponsored
EEM ISHARES TR12.7K shares0.00%2025-12-312026-02-06history
DHR DANAHER CORPORATION2.9K shares-3.16%2025-12-312026-02-06history
SCHX SCHWAB STRATEGIC TR24.7K shares-28.51%2025-12-312026-02-06history
XAR SPDR SERIES TRUST2.7K shares0.00%2025-12-312026-02-06history
RTX RTX CORPORATION3.4K shares-0.14%2025-12-312026-02-06history
IWN ISHARES TR3.4K shares-0.64%2025-12-312026-02-06history
FFEB FIRST TR EXCHNG TRADED FD VI10.5K shares0.00%2025-12-312026-02-06history
CSCO CISCO SYS INC7.7K shares-0.10%2025-12-312026-02-06history
Sponsored
FDN FIRST TR EXCHANGE-TRADED FD2.2K shares-12.01%2025-12-312026-02-06history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.0K shares2.74%2025-12-312026-02-06history
MUB ISHARES TR5.5K shares-4.71%2025-12-312026-02-06history
PPA INVESCO EXCHANGE TRADED FD T3.7K shares0.00%2025-12-312026-02-06history
VLUE ISHARES TR4.1K shares-3.69%2025-12-312026-02-06history
HCA HCA HEALTHCARE INC1.2K shares0.08%2025-12-312026-02-06history
CSX CSX CORP15.3K shares0.01%2025-12-312026-02-06history
BUFD FIRST TR EXCHNG TRADED FD VI18.7K shares0.00%2025-12-312026-02-06history
Sponsored
JUNM FIRST TR EXCHNG TRADED FD VI15.1K shares0.00%2025-12-312026-02-06history
SPYG SPDR SERIES TRUST4.8K shares-14.48%2025-12-312026-02-06history
EXR EXTRA SPACE STORAGE INC3.8K shares-12.17%2025-12-312026-02-06history
XT ISHARES TR7.1K shares-0.70%2025-12-312026-02-06history
PYLD PIMCO ETF TR18.4K sharesnew addition2025-12-312026-02-06history
IWY ISHARES TR1.8K shares-13.25%2025-12-312026-02-06history
T AT&T INC19.5K shares-2.38%2025-12-312026-02-06history
PLD PROLOGIS INC.3.8K shares0.21%2025-12-312026-02-06history
Sponsored
RSPG INVESCO EXCHANGE TRADED FD T6.0K shares-22.21%2025-12-312026-02-06history
DTE DTE ENERGY CO3.7K shares-2.93%2025-12-312026-02-06history
AZN ASTRAZENECA PLC4.9K shares0.00%2025-12-312026-02-06history
EW EDWARDS LIFESCIENCES CORP5.3K shares-1.53%2025-12-312026-02-06history
BLACKROCK INC BLACKROCK INC418 shares0.97%2025-12-312026-02-06history
ISRG INTUITIVE SURGICAL INC782 shares-0.13%2025-12-312026-02-06history
DDEC FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2025-12-312026-02-06history
CTVA CORTEVA INC6.4K shares-20.15%2025-12-312026-02-06history
Sponsored
AMGN AMGEN INC1.3K shares6.85%2025-12-312026-02-06history
ANGL VANECK ETF TRUST14.5K shares-10.63%2025-12-312026-02-06history
CINF CINCINNATI FINL CORP2.6K shares-3.86%2025-12-312026-02-06history
FJAN FIRST TR EXCHNG TRADED FD VI7.9K shares0.00%2025-12-312026-02-06history
TFC TRUIST FINL CORP8.2K shares-34.22%2025-12-312026-02-06history
IDHQ INVESCO EXCH TRADED FD TR II11.5K shares-8.75%2025-12-312026-02-06history
TRV TRAVELERS COMPANIES INC1.4K shares0.00%2025-12-312026-02-06history
XLI SELECT SECTOR SPDR TR2.6K shares-4.90%2025-12-312026-02-06history
Sponsored
SO SOUTHERN CO4.6K shares0.11%2025-12-312026-02-06history
ESML ISHARES TR8.7K shares-11.06%2025-12-312026-02-06history
DKS DICKS SPORTING GOODS INC2.0K shares-0.40%2025-12-312026-02-06history
DIS DISNEY WALT CO3.5K shares-32.57%2025-12-312026-02-06history
SUB ISHARES TR3.7K shares-2.15%2025-12-312026-02-06history
UNH UNITEDHEALTH GROUP INC1.2K shares-32.08%2025-12-312026-02-06history
DFEB FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2025-12-312026-02-06history
GILD GILEAD SCIENCES INC3.1K shares0.00%2025-12-312026-02-06history
Sponsored
SOXX ISHARES TR1.3K shares-14.89%2025-12-312026-02-06history
USMV ISHARES TR4.0K shares0.10%2025-12-312026-02-06history
KLAC KLA CORP311 shares-0.96%2025-12-312026-02-06history
IWS ISHARES TR2.7K shares-9.92%2025-12-312026-02-06history
NOBL PROSHARES TR3.6K shares2.57%2025-12-312026-02-06history
CL COLGATE PALMOLIVE CO4.7K shares0.00%2025-12-312026-02-06history
SHW SHERWIN WILLIAMS CO1.1K shares0.00%2025-12-312026-02-06history
VGIT VANGUARD SCOTTSDALE FDS6.1K shares66.74%2025-12-312026-02-06history
Sponsored
HEFA ISHARES TR8.7K shares-7.51%2025-12-312026-02-06history
VFH VANGUARD WORLD FD2.7K shares0.11%2025-12-312026-02-06history
IAUM ISHARES GOLD TR8.4K shares52.30%2025-12-312026-02-06history
GJAN FIRST TR EXCHNG TRADED FD VI8.3K shares55.20%2025-12-312026-02-06history
PAYX PAYCHEX INC3.1K shares-0.86%2025-12-312026-02-06history
SPTM SPDR SERIES TRUST4.2K shares-7.93%2025-12-312026-02-06history
IOO ISHARES TR2.7K shares0.00%2025-12-312026-02-06history
NI NISOURCE INC7.9K shares-14.47%2025-12-312026-02-06history
Sponsored
PM PHILIP MORRIS INTL INC2.1K shares0.10%2025-12-312026-02-06history
SILA SILA REALTY TRUST INC14.0K shares0.00%2025-12-312026-02-06history
NSC NORFOLK SOUTHN CORP1.1K shares0.00%2025-12-312026-02-06history
GJUL FIRST TR EXCHNG TRADED FD VI7.7K sharesnew addition2025-12-312026-02-06history
NKE NIKE INC4.9K shares0.00%2025-12-312026-02-06history
FI FISERV INC4.7K shares-90.10%2025-12-312026-02-06history
SDY SPDR SERIES TRUST2.2K sharesnew addition2025-12-312026-02-06history
AIVL WISDOMTREE TR2.7K shares0.00%2025-12-312026-02-06history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC1.7K shares-0.06%2025-12-312026-02-06history
IDA IDACORP INC2.4K shares0.00%2025-12-312026-02-06history
IXN ISHARES TR2.8K shares-5.78%2025-12-312026-02-06history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.5K shares0.00%2025-12-312026-02-06history
GPN GLOBAL PMTS INC3.8K shares0.11%2025-12-312026-02-06history
SPHQ INVESCO EXCHANGE TRADED FD T3.9K shares-35.59%2025-12-312026-02-06history
SGOV ISHARES TR2.9K shares1.35%2025-12-312026-02-06history
ASML ASML HOLDING N V266 shares-0.37%2025-12-312026-02-06history
Sponsored
SCHE SCHWAB STRATEGIC TR8.6K shares-43.07%2025-12-312026-02-06history
VIG VANGUARD SPECIALIZED FUNDS1.3K shares-50.74%2025-12-312026-02-06history
DAUG FIRST TR EXCHNG TRADED FD VI6.1K shares0.00%2025-12-312026-02-06history
BABA ALIBABA GROUP HLDG LTD1.8K shares-0.93%2025-12-312026-02-06history
ADBE ADOBE INC754 shares-94.86%2025-12-312026-02-06history
VYM VANGUARD WHITEHALL FDS1.8K sharesnew addition2025-12-312026-02-06history
LNT ALLIANT ENERGY CORP4.0K shares0.00%2025-12-312026-02-06history
VONV VANGUARD SCOTTSDALE FDS2.8K shares-0.56%2025-12-312026-02-06history
Sponsored
DVY ISHARES TR1.8K shares0.00%2025-12-312026-02-06history
GUNR FLEXSHARES TR5.6K shares0.00%2025-12-312026-02-06history
ITOT ISHARES TR1.7K shares-6.35%2025-12-312026-02-06history
NXPI NXP SEMICONDUCTORS N V1.2K shares0.00%2025-12-312026-02-06history
AOM ISHARES TR5.2K shares-14.05%2025-12-312026-02-06history
VV VANGUARD INDEX FDS782 shares0.26%2025-12-312026-02-06history
EMR EMERSON ELEC CO1.8K shares0.00%2025-12-312026-02-06history
EZM WISDOMTREE TR3.6K shares-14.07%2025-12-312026-02-06history
Sponsored
BUFQ FIRST TR EXCHNG TRADED FD VI6.6K sharesnew addition2025-12-312026-02-06history
CGUS CAPITAL GROUP CORE EQUITY ET5.9K sharesnew addition2025-12-312026-02-06history
VCSH VANGUARD SCOTTSDALE FDS2.9K shares-1.08%2025-12-312026-02-06history
VRT VERTIV HOLDINGS CO1.4K shares-14.77%2025-12-312026-02-06history
SPMO INVESCO EXCH TRADED FD TR II1.9K shares0.00%2025-12-312026-02-06history
DTM DT MIDSTREAM INC1.8K shares-7.46%2025-12-312026-02-06history
VTC VANGUARD SCOTTSDALE FDS2.8K shares6.61%2025-12-312026-02-06history
SUSA ISHARES TR1.6K shares0.13%2025-12-312026-02-06history
Sponsored
VGLT VANGUARD SCOTTSDALE FDS3.9K sharesnew addition2025-12-312026-02-06history
PFE PFIZER INC8.7K shares-12.84%2025-12-312026-02-06history
IPKW INVESCO EXCH TRADED FD TR II3.9K shares0.00%2025-12-312026-02-06history
TT TRANE TECHNOLOGIES PLC550 shares-1.26%2025-12-312026-02-06history
ZTS ZOETIS INC1.7K shares1.74%2025-12-312026-02-06history
BNL BROADSTONE NET LEASE INC12.1K shares-0.47%2025-12-312026-02-06history
FCF FIRST COMWLTH FINL CORP PA12.5K shares0.00%2025-12-312026-02-06history
AWK AMERICAN WTR WKS CO INC NEW1.6K shares-3.67%2025-12-312026-02-06history
Sponsored
CME CME GROUP INC761 shares-23.67%2025-12-312026-02-06history
CVS CVS HEALTH CORP2.6K sharesnew addition2025-12-312026-02-06history
SYK STRYKER CORPORATION575 shares-1.54%2025-12-312026-02-06history
CGGO CAPITAL GROUP GBL GROWTH EQT5.8K sharesnew addition2025-12-312026-02-06history
PDBC INVESCO ACTVELY MNGD ETC FD12.0K shares0.01%2025-12-312026-02-06history
SNOA SONOMA PHARMACEUTICALS INC11.2K sharesnew addition2025-12-312026-02-06history
INSPIREMD INC INSPIREMD INC10.0K shares0.00%2025-12-312026-02-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
AAPL Put PutAPPLE INC2.4K shares-67.12%2025-12-312026-02-06history