The Analysis of Measured Wealth Private Client Group, LLC's Holdings


Currently, Measured Wealth Private Client Group, LLC holds 732 types of securities in its portfolio with a total value $378.0M. In the most recent quarter, they have increased their positions in SMH (+25.8K shares, valued at $9.3M), XLK (+61.2K shares, valued at $8.8M), XLC (+69.2K shares, valued at $8.1M); decreased their positions in N/A (-64.0K shares, valued at $12.3M), SPYV (-101.2K shares, valued at $5.8M), XLP (-54.5K shares, valued at $4.2M); initiated new positions in THG (+3.2K shares, valued at $579.7K), AA (+9.7K shares, valued at $513.4K), DB (+12.1K shares, valued at $467.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GLD SPDR GOLD TR65.1K shares-0.68%2025-12-312026-02-10history
SPYV SPDR SERIES TRUST429.0K shares-19.09%2025-12-312026-02-10history
VYM VANGUARD WHITEHALL FDS168.7K shares-5.41%2025-12-312026-02-10history
XLV SELECT SECTOR SPDR TR127.5K shares4.45%2025-12-312026-02-10history
XLK SELECT SECTOR SPDR TR119.5K shares104.91%2025-12-312026-02-10history
XLC SELECT SECTOR SPDR TR143.3K shares93.28%2025-12-312026-02-10history
UPS UNITED PARCEL SERVICE INC169.0K shares0.00%2025-12-312026-02-10history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T86.1K shares-42.62%2025-12-312026-02-10history
Sponsored
SPY SPDR S&P 500 ETF TR20.0K shares-23.11%2025-12-312026-02-10history
SMH VANECK ETF TRUST26.4K shares4512.24%2025-12-312026-02-10history
TLT ISHARES TR80.5K shares4.14%2025-12-312026-02-10history
NVDA NVIDIA CORPORATION33.1K shares-3.09%2025-12-312026-02-10history
XLU SELECT SECTOR SPDR TR141.8K shares236.08%2025-12-312026-02-10history
XLF SELECT SECTOR SPDR TR109.2K shares55.39%2025-12-312026-02-10history
SPYG SPDR SERIES TRUST55.6K shares-19.51%2025-12-312026-02-10history
AAPL APPLE INC21.5K shares21.18%2025-12-312026-02-10history
Sponsored
XLP SELECT SECTOR SPDR TR69.0K shares-44.15%2025-12-312026-02-10history
IVV ISHARES TR7.1K shares-12.19%2025-12-312026-02-10history
XLY SELECT SECTOR SPDR TR33.9K shares260938.46%2025-12-312026-02-10history
DGRO ISHARES TR58.0K shares0.00%2025-12-312026-02-10history
BROADCOM INC BROADCOM INC10.9K shares-4.62%2025-12-312026-02-10history
XLI SELECT SECTOR SPDR TR21.6K shares451.80%2025-12-312026-02-10history
AGG ISHARES TR29.0K shares16.79%2025-12-312026-02-10history
MSFT MICROSOFT CORP5.9K shares-0.92%2025-12-312026-02-10history
Sponsored
MCHI ISHARES TR45.4K shares143.55%2025-12-312026-02-10history
IYR ISHARES TR27.9K shares-46.61%2025-12-312026-02-10history
XLB SELECT SECTOR SPDR TR57.4K shares25.56%2025-12-312026-02-10history
EEM ISHARES TR44.0K shares303.44%2025-12-312026-02-10history
OEF ISHARES TR6.6K shares-45.92%2025-12-312026-02-10history
SPMD SPDR SERIES TRUST37.0K shares-54.78%2025-12-312026-02-10history
JPM JPMORGAN CHASE & CO.6.4K shares-6.44%2025-12-312026-02-10history
VV VANGUARD INDEX FDS5.6K shares-14.45%2025-12-312026-02-10history
Sponsored
CITIGROUP INC CITIGROUP INC15.0K shares-6.53%2025-12-312026-02-10history
MTG MGIC INVT CORP WIS59.0K shares-1.92%2025-12-312026-02-10history
EYLD CAMBRIA ETF TR42.0K shares-1.15%2025-12-312026-02-10history
VTI VANGUARD INDEX FDS4.4K shares-12.50%2025-12-312026-02-10history
DFUV DIMENSIONAL ETF TRUST26.9K shares-0.95%2025-12-312026-02-10history
R RYDER SYS INC6.4K shares-11.30%2025-12-312026-02-10history
DFAT DIMENSIONAL ETF TRUST20.6K shares-2.17%2025-12-312026-02-10history
EXC EXELON CORP28.0K shares16.82%2025-12-312026-02-10history
Sponsored
AIT APPLIED INDL TECHNOLOGIES IN4.6K shares5.32%2025-12-312026-02-10history
MO ALTRIA GROUP INC20.3K shares23.51%2025-12-312026-02-10history
NBN NORTHEAST BK PORTLAND ME11.1K shares0.00%2025-12-312026-02-10history
NRG NRG ENERGY INC7.2K shares1.36%2025-12-312026-02-10history
SYF SYNCHRONY FINANCIAL13.5K shares-5.33%2025-12-312026-02-10history
ACT ENACT HLDGS INC28.4K shares-0.07%2025-12-312026-02-10history
ACWX ISHARES TR16.2K shares72.81%2025-12-312026-02-10history
IAG IAMGOLD CORP65.6K shares-13.54%2025-12-312026-02-10history
Sponsored
BARRICK MNG CORP BARRICK MNG CORP24.8K shares-14.69%2025-12-312026-02-10history
APP APPLOVIN CORP1.6K shares-26.98%2025-12-312026-02-10history
ORI OLD REP INTL CORP23.4K shares-6.37%2025-12-312026-02-10history
EME EMCOR GROUP INC1.7K shares-0.98%2025-12-312026-02-10history
ES EVERSOURCE ENERGY15.4K shares1135.77%2025-12-312026-02-10history
NFG NATIONAL FUEL GAS CO13.0K shares20.39%2025-12-312026-02-10history
CVS CVS HEALTH CORP12.9K shares35.96%2025-12-312026-02-10history
DFUS DIMENSIONAL ETF TRUST13.5K shares-0.08%2025-12-312026-02-10history
Sponsored
MLI MUELLER INDS INC8.4K shares-4.91%2025-12-312026-02-10history
CM CANADIAN IMPERIAL BANK OF CO10.4K shares-12.00%2025-12-312026-02-10history
LNC LINCOLN NATL CORP IND20.7K shares145.66%2025-12-312026-02-10history
UGI UGI CORP NEW24.4K shares1.93%2025-12-312026-02-10history
HWC HANCOCK WHITNEY CORPORATION14.1K shares5.46%2025-12-312026-02-10history
KR KROGER CO13.5K shares5.43%2025-12-312026-02-10history
FLEX FLEX LTD13.9K shares-1.85%2025-12-312026-02-10history
SLV ISHARES SILVER TR12.8K shares96.64%2025-12-312026-02-10history
Sponsored
APH AMPHENOL CORP NEW6.0K shares0.00%2025-12-312026-02-10history
BPOP POPULAR INC6.3K shares12.50%2025-12-312026-02-10history
IBKR INTERACTIVE BROKERS GROUP IN11.9K shares3.81%2025-12-312026-02-10history
AER AERCAP HOLDINGS NV5.3K shares-3.75%2025-12-312026-02-10history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-10history
FBP FIRST BANCORP P R35.3K shares-0.08%2025-12-312026-02-10history
TRV TRAVELERS COMPANIES INC2.5K shares7.35%2025-12-312026-02-10history
XOM EXXON MOBIL CORP5.8K shares0.89%2025-12-312026-02-10history
Sponsored
JNJ JOHNSON & JOHNSON3.4K shares-0.39%2025-12-312026-02-10history
MGK VANGUARD WORLD FD1.6K shares-8.74%2025-12-312026-02-10history
FHI FEDERATED HERMES INC13.0K shares9.99%2025-12-312026-02-10history
HIG HARTFORD INSURANCE GROUP INC4.9K shares42.26%2025-12-312026-02-10history
JAZZ JAZZ PHARMACEUTICALS PLC3.9K shares-15.17%2025-12-312026-02-10history
DFAS DIMENSIONAL ETF TRUST9.4K shares-0.94%2025-12-312026-02-10history
AZZ AZZ INC6.1K shares23.71%2025-12-312026-02-10history
SANM SANMINA CORPORATION4.2K shares-12.35%2025-12-312026-02-10history
Sponsored
EWBC EAST WEST BANCORP INC5.6K shares260.61%2025-12-312026-02-10history
JBL JABIL INC2.8K shares-2.09%2025-12-312026-02-10history
BTSG BRIGHTSPRING HEALTH SVCS INC16.8K shares-13.67%2025-12-312026-02-10history
TTMI TTM TECHNOLOGIES INC9.1K shares-10.43%2025-12-312026-02-10history
MCY MERCURY GENL CORP NEW6.6K shares4.52%2025-12-312026-02-10history
MEDTRONIC PLC MEDTRONIC PLC6.4K shares0.00%2025-12-312026-02-10history
DELL DELL TECHNOLOGIES INC4.9K shares4397.22%2025-12-312026-02-10history
GTX GARRETT MOTION INC35.0K shares150.65%2025-12-312026-02-10history
Sponsored
OHI OMEGA HEALTHCARE INVS INC13.2K shares28.78%2025-12-312026-02-10history
THG HANOVER INS GROUP INC3.2K sharesnew addition2025-12-312026-02-10history
AXON AXON ENTERPRISE INC1.0K shares0.00%2025-12-312026-02-10history
MFC MANULIFE FINL CORP15.4K shares-32.17%2025-12-312026-02-10history
IRM IRON MTN INC DEL6.5K shares-16.69%2025-12-312026-02-10history
AXS AXIS CAP HLDGS LTD4.9K shares4.78%2025-12-312026-02-10history
GGME INVESCO EXCHANGE TRADED FD T8.9K shares-37.09%2025-12-312026-02-10history
AA ALCOA CORP9.7K sharesnew addition2025-12-312026-02-10history
Sponsored
AMZN AMAZON COM INC2.2K shares54.53%2025-12-312026-02-10history
ABBV ABBVIE INC2.2K shares-6.44%2025-12-312026-02-10history
GRUPO CIBEST SA GRUPO CIBEST SA7.8K shares-8.85%2025-12-312026-02-10history
BAP CREDICORP LTD1.7K shares11.92%2025-12-312026-02-10history
TYL TYLER TECHNOLOGIES INC1.1K shares0.00%2025-12-312026-02-10history
DOV DOVER CORP2.4K shares0.00%2025-12-312026-02-10history
VO VANGUARD INDEX FDS1.6K shares-60.76%2025-12-312026-02-10history
MCK MCKESSON CORP573 shares-9.05%2025-12-312026-02-10history
Sponsored
DB DEUTSCHE BANK A G12.1K sharesnew addition2025-12-312026-02-10history
ADI ANALOG DEVICES INC1.7K shares0.00%2025-12-312026-02-10history
RTX RTX CORPORATION2.4K shares-16.22%2025-12-312026-02-10history
LOW LOWES COS INC1.8K shares0.00%2025-12-312026-02-10history
UNH UNITEDHEALTH GROUP INC1.3K shares-2.85%2025-12-312026-02-10history
PFF ISHARES TR14.0K shares6.00%2025-12-312026-02-10history
SBS COMPANHIA DE SANEAMENTO BASI17.9K shares14.42%2025-12-312026-02-10history
VIRGIN GALACTIC HOLDINGS INC VIRGIN GALACTIC HOLDINGS INC132.3K shares32.33%2025-12-312026-02-10history
Sponsored
CNA CNA FINL CORP8.8K shares83.42%2025-12-312026-02-10history
BFH BREAD FINANCIAL HOLDINGS INC5.6K sharesnew addition2025-12-312026-02-10history
VZ VERIZON COMMUNICATIONS INC10.1K shares-46.11%2025-12-312026-02-10history
MS MORGAN STANLEY2.3K shares-13.17%2025-12-312026-02-10history
CSCO CISCO SYS INC5.3K shares-0.60%2025-12-312026-02-10history
LINDE PLC LINDE PLC934 shares6.14%2025-12-312026-02-10history
KAR OPENLANE INC13.3K shares27.67%2025-12-312026-02-10history
ELAN ELANCO ANIMAL HEALTH INC17.4K sharesnew addition2025-12-312026-02-10history
Sponsored
KBWB INVESCO EXCH TRADED FD TR II4.6K sharesnew addition2025-12-312026-02-10history
VANGUARD INDEX FDS VANGUARD INDEX FDS609 shares26.35%2025-12-312026-02-10history
PTCT PTC THERAPEUTICS INC5.0K shares5.64%2025-12-312026-02-10history
INCY INCYTE CORP3.8K sharesnew addition2025-12-312026-02-10history
ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2025-12-312026-02-10history
PEP PEPSICO INC2.5K shares-2.08%2025-12-312026-02-10history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL717 shares-1.10%2025-12-312026-02-10history
HRB BLOCK H & R INC8.3K shares-68.91%2025-12-312026-02-10history
Sponsored
MDYV SPDR SERIES TRUST4.2K shares4.94%2025-12-312026-02-10history
VRT VERTIV HOLDINGS CO2.1K shares952.50%2025-12-312026-02-10history
NEE NEXTERA ENERGY INC4.2K shares-1.59%2025-12-312026-02-10history
BMY BRISTOL-MYERS SQUIBB CO6.2K shares-31.32%2025-12-312026-02-10history
PKW INVESCO EXCHANGE TRADED FD T2.5K shares-0.64%2025-12-312026-02-10history
CELESTICA INC CELESTICA INC1.1K shares-4.44%2025-12-312026-02-10history
FIVE FIVE BELOW INC1.7K sharesnew addition2025-12-312026-02-10history
DJP BARCLAYS BANK PLC8.6K shares2.62%2025-12-312026-02-10history
Sponsored
AFL AFLAC INC2.9K shares-5.36%2025-12-312026-02-10history
CAH CARDINAL HEALTH INC1.5K shares0.07%2025-12-312026-02-10history
BLACKROCK INC BLACKROCK INC294 shares-0.68%2025-12-312026-02-10history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares-0.60%2025-12-312026-02-10history
DORM DORMAN PRODS INC2.5K shares-44.71%2025-12-312026-02-10history
CEG CONSTELLATION ENERGY CORP846 shares0.00%2025-12-312026-02-10history
VIG VANGUARD SPECIALIZED FUNDS1.4K shares19.93%2025-12-312026-02-10history
AMGN AMGEN INC905 shares0.00%2025-12-312026-02-10history
Sponsored
EBAY EBAY INC.3.4K shares-37.61%2025-12-312026-02-10history
LHX L3HARRIS TECHNOLOGIES INC959 shares0.00%2025-12-312026-02-10history
ABT ABBOTT LABS2.2K shares-0.71%2025-12-312026-02-10history
HG HAMILTON INSURANCE GROUP LTD10.0K sharesnew addition2025-12-312026-02-10history
SIRIUSPOINT LTD SIRIUSPOINT LTD12.7K sharesnew addition2025-12-312026-02-10history
IEFA ISHARES TR3.1K shares2.13%2025-12-312026-02-10history
AMBP ARDAGH METAL PACKAGING S A65.9K shares30.98%2025-12-312026-02-10history
T AT&T INC10.8K shares-42.75%2025-12-312026-02-10history
Sponsored
RDN RADIAN GROUP INC7.4K shares690.91%2025-12-312026-02-10history
MERCK & CO INC MERCK & CO INC2.5K shares-2.14%2025-12-312026-02-10history
MDYG SPDR SERIES TRUST2.9K shares9.82%2025-12-312026-02-10history
NEM NEWMONT CORP2.6K shares0.85%2025-12-312026-02-10history
NSC NORFOLK SOUTHN CORP895 shares0.00%2025-12-312026-02-10history
GILD GILEAD SCIENCES INC2.1K shares0.00%2025-12-312026-02-10history
CAT CATERPILLAR INC439 shares-9.86%2025-12-312026-02-10history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP745 shares0.00%2025-12-312026-02-10history
Sponsored
JXN JACKSON FINANCIAL INC2.3K sharesnew addition2025-12-312026-02-10history
TSM TAIWAN SEMICONDUCTOR MFG LTD822 shares-11.23%2025-12-312026-02-10history
BLACKSTONE INC BLACKSTONE INC1.6K shares165.84%2025-12-312026-02-10history
ALPHABET INC ALPHABET INC785 shares-2.85%2025-12-312026-02-10history
EXEL EXELIXIS INC5.5K shares-61.43%2025-12-312026-02-10history
MSI MOTOROLA SOLUTIONS INC622 shares-45.29%2025-12-312026-02-10history
BMO BANK MONTREAL QUE1.8K sharesnew addition2025-12-312026-02-10history
NTRS NORTHERN TR CORP1.7K shares24.06%2025-12-312026-02-10history
Sponsored
V VISA INC665 shares-17.39%2025-12-312026-02-10history
ITW ILLINOIS TOOL WKS INC936 shares-2.40%2025-12-312026-02-10history
CALM CAL MAINE FOODS INC2.9K shares-62.55%2025-12-312026-02-10history
CAC CAMDEN NATL CORP5.3K shares0.06%2025-12-312026-02-10history
PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2025-12-312026-02-10history
DINO HF SINCLAIR CORP5.0K sharesnew addition2025-12-312026-02-10history
ITOT ISHARES TR1.5K shares0.00%2025-12-312026-02-10history
FIX COMFORT SYS USA INC241 shares1.26%2025-12-312026-02-10history
Sponsored
ATGE ADTALEM GLOBAL ED INC2.1K shares-46.65%2025-12-312026-02-10history
MCD MCDONALDS CORP725 shares0.97%2025-12-312026-02-10history
RITM RITHM CAPITAL CORP20.1K shares16.97%2025-12-312026-02-10history
PG PROCTER AND GAMBLE CO1.5K shares-0.59%2025-12-312026-02-10history
ADM ARCHER DANIELS MIDLAND CO3.8K sharesnew addition2025-12-312026-02-10history
HD HOME DEPOT INC629 shares-0.79%2025-12-312026-02-10history
WFC WELLS FARGO CO NEW2.3K shares0.00%2025-12-312026-02-10history
PSX PHILLIPS 661.6K shares-27.84%2025-12-312026-02-10history
Sponsored
SLYV SPDR SERIES TRUST2.3K shares3.98%2025-12-312026-02-10history
PRIM PRIMORIS SVCS CORP1.7K shares2.40%2025-12-312026-02-10history
APD AIR PRODS & CHEMS INC832 shares12.89%2025-12-312026-02-10history
FCX FREEPORT-MCMORAN INC4.0K shares0.00%2025-12-312026-02-10history
CMI CUMMINS INC395 shares0.00%2025-12-312026-02-10history
ARCC ARES CAPITAL CORP9.9K shares-72.40%2025-12-312026-02-10history
MTB M & T BK CORP968 shares0.00%2025-12-312026-02-10history
GE AEROSPACE GE AEROSPACE627 shares1467.50%2025-12-312026-02-10history
Sponsored
NUE NUCOR CORP1.2K shares-0.17%2025-12-312026-02-10history
MWA MUELLER WTR PRODS INC8.0K shares-34.58%2025-12-312026-02-10history
PAYX PAYCHEX INC1.7K shares0.00%2025-12-312026-02-10history
VC VISTEON CORP1.9K shares30.17%2025-12-312026-02-10history
MUB ISHARES TR1.7K shares914.79%2025-12-312026-02-10history
INGR INGREDION INC1.6K shares-76.54%2025-12-312026-02-10history
IWF ISHARES TR383 shares0.00%2025-12-312026-02-10history
BK BANK NEW YORK MELLON CORP1.5K shares-5.67%2025-12-312026-02-10history
Sponsored
TSLA TESLA INC398 shares-20.87%2025-12-312026-02-10history
IBM INTERNATIONAL BUSINESS MACHS603 shares-48.28%2025-12-312026-02-10history
SO SOUTHERN CO2.0K shares-1.17%2025-12-312026-02-10history
VTV VANGUARD INDEX FDS923 shares0.00%2025-12-312026-02-10history
ALPHABET INC ALPHABET INC559 shares4.10%2025-12-312026-02-10history
FPE FIRST TR EXCH TRADED FD III9.5K shares-23.93%2025-12-312026-02-10history
MPC MARATHON PETE CORP1.1K shares-3.92%2025-12-312026-02-10history
SNA SNAP ON INC498 shares0.00%2025-12-312026-02-10history
Sponsored
KO COCA COLA CO2.5K shares1.45%2025-12-312026-02-10history
WM WASTE MGMT INC DEL770 shares-0.26%2025-12-312026-02-10history
SUB ISHARES TR1.6K sharesnew addition2025-12-312026-02-10history
TMHC TAYLOR MORRISON HOME CORP2.9K shares-1.75%2025-12-312026-02-10history
DVY ISHARES TR1.2K shares-18.73%2025-12-312026-02-10history
META META PLATFORMS INC246 shares-14.29%2025-12-312026-02-10history
AJG GALLAGHER ARTHUR J & CO623 shares0.32%2025-12-312026-02-10history
UNM UNUM GROUP2.1K shares-61.27%2025-12-312026-02-10history
Sponsored
JHG JANUS HENDERSON GROUP PLC3.3K shares-48.16%2025-12-312026-02-10history
SLYG SPDR SERIES TRUST1.7K shares4.49%2025-12-312026-02-10history
IVE ISHARES TR708 shares0.00%2025-12-312026-02-10history
GWW WW GRAINGER INC148 shares0.00%2025-12-312026-02-10history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.4K shares0.00%2025-12-312026-02-10history
REVG REV GROUP INC2.4K shares1048.11%2025-12-312026-02-10history
TRGP TARGA RES CORP781 shares0.51%2025-12-312026-02-10history
VIRT VIRTU FINL INC4.3K shares-79.08%2025-12-312026-02-10history
Sponsored
YUM YUM BRANDS INC938 shares0.00%2025-12-312026-02-10history
GM GENERAL MTRS CO1.7K shares-28.65%2025-12-312026-02-10history
AGZ ISHARES TR1.3K shares-76.79%2025-12-312026-02-10history
COST COSTCO WHSL CORP NEW158 shares-2.47%2025-12-312026-02-10history
SPMB SPDR SERIES TRUST6.0K shares34.19%2025-12-312026-02-10history
TXN TEXAS INSTRS INC775 shares-0.13%2025-12-312026-02-10history
AMAT APPLIED MATLS INC509 shares-5.39%2025-12-312026-02-10history
FTDR FRONTDOOR INC2.2K shares0.00%2025-12-312026-02-10history
Sponsored
LLY ELI LILLY & CO119 shares-1.65%2025-12-312026-02-10history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.8K shares-27.27%2025-12-312026-02-10history
EEMV ISHARES INC1.9K shares12.37%2025-12-312026-02-10history
TD TORONTO DOMINION BK ONT1.3K shares0.00%2025-12-312026-02-10history
ITRI ITRON INC1.3K shares-69.52%2025-12-312026-02-10history
LRN STRIDE INC1.9K shares-59.08%2025-12-312026-02-10history
EFA ISHARES TR1.2K shares0.00%2025-12-312026-02-10history
CB CHUBB LIMITED363 shares-1.63%2025-12-312026-02-10history
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BDX BECTON DICKINSON & CO564 shares-14.67%2025-12-312026-02-10history
VTEB VANGUARD MUN BD FDS2.1K shares184.24%2025-12-312026-02-10history
DFIV DIMENSIONAL ETF TRUST2.1K shares1.02%2025-12-312026-02-10history
IDV ISHARES TR2.6K shares0.00%2025-12-312026-02-10history
GEV GE VERNOVA INC156 shares1460.00%2025-12-312026-02-10history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW865 shares0.00%2025-12-312026-02-10history
PLMR PALOMAR HLDGS INC746 shares-52.63%2025-12-312026-02-10history
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CVX CHEVRON CORP NEW627 shares-3.09%2025-12-312026-02-10history
ALL ALLSTATE CORP443 shares0.00%2025-12-312026-02-10history
FXE INVESCO CURRENCYSHARES EURO831 shares0.00%2025-12-312026-02-10history
COKE COCA COLA CONS INC584 shares-29.64%2025-12-312026-02-10history
BBT BEACON FINANCIAL CORP.3.4K shares-27.65%2025-12-312026-02-10history
ISRG INTUITIVE SURGICAL INC156 shares0.00%2025-12-312026-02-10history
IBIT ISHARES BITCOIN TRUST ETF1.7K shares4.09%2025-12-312026-02-10history
FLEU FRANKLIN TEMPLETON ETF TR2.5K shares0.00%2025-12-312026-02-10history
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ORCL ORACLE CORP428 shares-2.95%2025-12-312026-02-10history
LMT LOCKHEED MARTIN CORP171 shares0.00%2025-12-312026-02-10history
XLE SELECT SECTOR SPDR TR1.8K shares66.27%2025-12-312026-02-10history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC356 shares0.00%2025-12-312026-02-10history
ATKR ATKORE INC1.3K shares0.00%2025-12-312026-02-10history
FDS FACTSET RESH SYS INC276 shares0.00%2025-12-312026-02-10history
SF STIFEL FINL CORP637 shares-48.75%2025-12-312026-02-10history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC550 shares0.00%2025-12-312026-02-10history
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HON HONEYWELL INTL INC408 shares-48.94%2025-12-312026-02-10history
MDLZ MONDELEZ INTL INC1.5K shares-1.67%2025-12-312026-02-10history
GMED GLOBUS MED INC883 shares-5.76%2025-12-312026-02-10history
PHM PULTE GROUP INC653 shares-42.01%2025-12-312026-02-10history
IP INTERNATIONAL PAPER CO1.9K shares-58.91%2025-12-312026-02-10history
UNP UNION PAC CORP325 shares-55.54%2025-12-312026-02-10history
KD KYNDRYL HLDGS INC2.8K shares-79.79%2025-12-312026-02-10history
BR BROADRIDGE FINL SOLUTIONS IN324 shares0.00%2025-12-312026-02-10history
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PLUG PLUG POWER INC36.6K sharesnew addition2025-12-312026-02-10history
APAM ARTISAN PARTNERS ASSET MGMT1.8K shares-66.99%2025-12-312026-02-10history
IJR ISHARES TR593 shares-33.07%2025-12-312026-02-10history
ASML ASML HOLDING N V66 shares1.54%2025-12-312026-02-10history
IJS ISHARES TR616 shares-10.98%2025-12-312026-02-10history
EMR EMERSON ELEC CO526 shares0.38%2025-12-312026-02-10history
WRB BERKLEY W R CORP990 shares0.00%2025-12-312026-02-10history
OGE OGE ENERGY CORP1.6K shares-0.06%2025-12-312026-02-10history
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MA MASTERCARD INCORPORATED118 shares-4.07%2025-12-312026-02-10history
CII BLACKROCK ENHANCED LARGE CAP2.9K shares0.00%2025-12-312026-02-10history
BMA BANCO MACRO SA742 shares-54.87%2025-12-312026-02-10history
WMT WALMART INC594 shares0.00%2025-12-312026-02-10history
RBC RBC BEARINGS INC145 shares3.57%2025-12-312026-02-10history
BAC BANK AMERICA CORP1.2K shares-60.84%2025-12-312026-02-10history
ALSN ALLISON TRANSMISSION HLDGS I651 shares-54.76%2025-12-312026-02-10history
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KMB KIMBERLY-CLARK CORP629 shares-20.58%2025-12-312026-02-10history
RELX RELX PLC1.5K shares0.99%2025-12-312026-02-10history
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FLS FLOWSERVE CORP880 shares31.54%2025-12-312026-02-10history
AMT AMERICAN TOWER CORP NEW334 shares84.53%2025-12-312026-02-10history
CASY CASEYS GEN STORES INC104 shares-5.45%2025-12-312026-02-10history
ED CONSOLIDATED EDISON INC575 shares0.00%2025-12-312026-02-10history
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PFE PFIZER INC2.3K shares-13.19%2025-12-312026-02-10history
CTAS CINTAS CORP300 shares0.00%2025-12-312026-02-10history
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XYLD GLOBAL X FDS1.3K shares0.00%2025-12-312026-02-10history
THE CIGNA GROUP THE CIGNA GROUP196 shares0.00%2025-12-312026-02-10history
MANH MANHATTAN ASSOCIATES INC310 shares-6.06%2025-12-312026-02-10history
PH PARKER-HANNIFIN CORP61 shares0.00%2025-12-312026-02-10history
ENSG ENSIGN GROUP INC307 shares0.00%2025-12-312026-02-10history
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SPYM SPDR SERIES TRUST649 shares-32.75%2025-12-312026-02-10history
IMO IMPERIAL OIL LTD600 shares0.00%2025-12-312026-02-10history
EVMO MORGAN STANLEY ETF TRUST1.0K shares-67.77%2025-12-312026-02-10history
SCHO SCHWAB STRATEGIC TR2.1K shares25.72%2025-12-312026-02-10history
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AEIS ADVANCED ENERGY INDS233 shares9.91%2025-12-312026-02-10history
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IJH ISHARES TR719 shares-61.24%2025-12-312026-02-10history
PAC GRUPO AEROPUERTO DEL PACIFIC180 shares0.00%2025-12-312026-02-10history
USMV ISHARES TR501 sharesnew addition2025-12-312026-02-10history
CBOE CBOE GLOBAL MKTS INC184 shares0.00%2025-12-312026-02-10history
ABCB AMERIS BANCORP618 shares0.00%2025-12-312026-02-10history
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AGYS AGILYSYS INC385 shares-4.94%2025-12-312026-02-10history
CHRW C H ROBINSON WORLDWIDE INC283 shares8.85%2025-12-312026-02-10history
VB VANGUARD INDEX FDS176 shares166.67%2025-12-312026-02-10history
ESI ELEMENT SOLUTIONS INC1.8K shares-6.87%2025-12-312026-02-10history
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FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC200 shares0.00%2025-12-312026-02-10history
ACIW ACI WORLDWIDE INC915 shares4.10%2025-12-312026-02-10history
INVESCO QQQ TR INVESCO QQQ TR71 shares5.97%2025-12-312026-02-10history
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HBAN HUNTINGTON BANCSHARES INC2.5K shares-60.89%2025-12-312026-02-10history
GIL GILDAN ACTIVEWEAR INC682 shares-9.79%2025-12-312026-02-10history
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CROWN CASTLE INC CROWN CASTLE INC474 shares0.00%2025-12-312026-02-10history
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NDSN NORDSON CORP166 sharesnew addition2025-12-312026-02-10history
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FBT FIRST TR EXCHANGE-TRADED FD189 shares-44.41%2025-12-312026-02-10history
CL COLGATE PALMOLIVE CO490 shares0.00%2025-12-312026-02-10history
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NVMI NOVA LTD114 shares-9.52%2025-12-312026-02-10history
DSGX DESCARTES SYS GROUP INC427 shares0.00%2025-12-312026-02-10history
KDP KEURIG DR PEPPER INC1.3K shares0.00%2025-12-312026-02-10history
LAM RESEARCH CORP LAM RESEARCH CORP217 shares-27.18%2025-12-312026-02-10history
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GBCI GLACIER BANCORP INC NEW821 shares0.00%2025-12-312026-02-10history
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RGEN REPLIGEN CORP215 shares0.00%2025-12-312026-02-10history
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LFUS LITTELFUSE INC136 shares-17.07%2025-12-312026-02-10history
HSY HERSHEY CO188 shares0.00%2025-12-312026-02-10history
TECH BIO-TECHNE CORP579 shares0.00%2025-12-312026-02-10history
SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA1.1K shares0.00%2025-12-312026-02-10history
SBUX STARBUCKS CORP402 shares-16.77%2025-12-312026-02-10history
HUBBELL INC HUBBELL INC76 shares0.00%2025-12-312026-02-10history
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MET METLIFE INC424 shares-0.24%2025-12-312026-02-10history
MTDR MATADOR RES CO779 shares0.00%2025-12-312026-02-10history
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BCPC BALCHEM CORP208 shares14.29%2025-12-312026-02-10history
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VCYT VERACYTE INC748 shares7.01%2025-12-312026-02-10history
SYY SYSCO CORP419 shares0.00%2025-12-312026-02-10history
CRH PLC CRH PLC247 shares-51.28%2025-12-312026-02-10history
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TRU TRANSUNION358 shares-17.70%2025-12-312026-02-10history
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FBIN FORTUNE BRANDS INNOVATIONS I589 shares0.51%2025-12-312026-02-10history
CNH CNH INDL N V3.2K shares18.41%2025-12-312026-02-10history
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VWO VANGUARD INTL EQUITY INDEX F501 shares-46.93%2025-12-312026-02-10history
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IRTC IRHYTHM TECHNOLOGIES INC149 shares-14.86%2025-12-312026-02-10history
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CDC VICTORY PORTFOLIOS II395 shares0.00%2025-12-312026-02-10history
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TOL TOLL BROTHERS INC190 shares-9.95%2025-12-312026-02-10history
SHOO MADDEN STEVEN LTD616 shares7.69%2025-12-312026-02-10history
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HALO HALOZYME THERAPEUTICS INC365 shares51.45%2025-12-312026-02-10history
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CWST CASELLA WASTE SYS INC249 shares8.73%2025-12-312026-02-10history
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DIHP DIMENSIONAL ETF TRUST754 sharesnew addition2025-12-312026-02-10history
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SCHF SCHWAB STRATEGIC TR974 shares-37.80%2025-12-312026-02-10history
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ISHARES GOLD TR ISHARES GOLD TR282 shares-33.02%2025-12-312026-02-10history
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DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC566 shares45.50%2025-12-312026-02-10history
GFF GRIFFON CORP307 shares-93.10%2025-12-312026-02-10history
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GEHC GE HEALTHCARE TECHNOLOGIES I275 shares0.00%2025-12-312026-02-10history
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THOMSON REUTERS CORP THOMSON REUTERS CORP146 shares0.00%2025-12-312026-02-10history
QNITY ELECTRONICS INC QNITY ELECTRONICS INC236 sharesnew addition2025-12-312026-02-10history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available