The Analysis of Missouri Trust & Investment Co's Holdings


Currently, Missouri Trust & Investment Co holds 402 types of securities in its portfolio with a total value $340.7M. In the most recent quarter, they have increased their positions in IEMG (+19.5K shares, valued at $1.3M), SCHM (+38.5K shares, valued at $1.2M), NFLX (+6.0K shares, valued at $564.9K); decreased their positions in AAPL (-4.0K shares, valued at $1.1M), UNH (-506 shares, valued at $167.0K), BBWI (-6.0K shares, valued at $121.0K); initiated new positions in XLG (+4.0K shares, valued at $240.1K), EMXC (+1.8K shares, valued at $127.2K), N/A (+1.1K shares, valued at $71.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ORLY O'Reilly Automotive Inc419.5K shares0.87%2025-12-312026-02-13history
AAPL Apple Inc133.9K shares-2.90%2025-12-312026-02-13history
MSFT Microsoft Corp68.7K shares-0.11%2025-12-312026-02-13history
IDEV iShares Core MSCI Intl Developed Markets ETF170.5K shares0.56%2025-12-312026-02-13history
SCHA Schwab US Small Cap ETF388.0K shares-0.67%2025-12-312026-02-13history
SCHM Schwab US Mid-cap ETF367.3K shares11.71%2025-12-312026-02-13history
IEMG iShares Core MSCI Emerging Markets ETF148.9K shares15.11%2025-12-312026-02-13history
JPM JP Morgan Chase & Co19.1K shares3.72%2025-12-312026-02-13history
Sponsored
SJNK State Street Spdr Bloomberg Short Term High Yield Bond ETF235.9K shares9.15%2025-12-312026-02-13history
NVDA Nvidia Corp29.6K shares6.23%2025-12-312026-02-13history
AMZN Amazon.com Inc23.5K shares6.28%2025-12-312026-02-13history
Alphabet Inc Cl A Alphabet Inc Cl A16.8K shares0.72%2025-12-312026-02-13history
SCHX Schwab US Large Cap ETF183.4K shares1.38%2025-12-312026-02-13history
PANW Palo Alto Networks Inc22.7K shares11.32%2025-12-312026-02-13history
ORCL Oracle Corp17.3K shares6.64%2025-12-312026-02-13history
CVX Chevron Corporation21.9K shares9.83%2025-12-312026-02-13history
Sponsored
GUNR Flexshares Global Upstream Natural Resources Index ETF70.7K shares-0.35%2025-12-312026-02-13history
NFRA Flexshares STOXX Global Broad Infrastructure Index ETF52.6K shares13.82%2025-12-312026-02-13history
ARKK Ark Innovation ETF41.2K shares9.18%2025-12-312026-02-13history
BA Boeing Co13.7K shares4.05%2025-12-312026-02-13history
HON Honeywell Intl Inc15.0K shares8.05%2025-12-312026-02-13history
IJH iShares S&P Mid Cap 400 Index ETF43.6K shares0.00%2025-12-312026-02-13history
GQRE Flexshares Global Quality Real Estate Index ETF48.8K shares7.97%2025-12-312026-02-13history
VO Vanguard Mid Cap ETF9.4K shares0.00%2025-12-312026-02-13history
Sponsored
CRM Salesforce, Inc10.1K shares-0.21%2025-12-312026-02-13history
META Meta Platforms Inc4.0K shares8.35%2025-12-312026-02-13history
NEE Nextera Energy Inc30.4K shares-0.34%2025-12-312026-02-13history
WMT Wal-Mart Inc21.2K shares-0.40%2025-12-312026-02-13history
PG Procter & Gamble Co15.7K shares14.90%2025-12-312026-02-13history
CVS CVS Health Corp28.1K shares4.74%2025-12-312026-02-13history
IJR iShares Core S&P Small-Cap ETF18.4K shares1.10%2025-12-312026-02-13history
Blackstone Inc Blackstone Inc14.2K shares12.19%2025-12-312026-02-13history
Sponsored
CSCO Cisco Systems Inc27.9K shares8.17%2025-12-312026-02-13history
CAT Caterpillar Inc3.6K shares-0.82%2025-12-312026-02-13history
RKT Rocket Companies Inc106.2K shares16.03%2025-12-312026-02-13history
BABA Alibaba Group Hldg Ltd Sponsored ADR13.9K shares9.41%2025-12-312026-02-13history
MA Mastercard Inc Class A3.3K shares-0.31%2025-12-312026-02-13history
UNH Unitedhealth Group Inc5.5K shares-8.41%2025-12-312026-02-13history
DIS Walt Disney Co16.0K shares7.73%2025-12-312026-02-13history
PYPL Paypal Holdings Inc29.6K shares9.37%2025-12-312026-02-13history
Sponsored
AMT American Tower Corp Reit9.8K shares-2.64%2025-12-312026-02-13history
FDX Fedex Corp5.8K shares0.26%2025-12-312026-02-13history
SCHB Schwab US Broad Mkt ETF64.0K shares0.00%2025-12-312026-02-13history
USB US Bancorp30.9K shares0.00%2025-12-312026-02-13history
NKE Nike Inc25.9K shares22.93%2025-12-312026-02-13history
ZBH Zimmer Biomet Holdings18.3K shares16.55%2025-12-312026-02-13history
ABBV Abbvie Inc7.1K shares-0.06%2025-12-312026-02-13history
PFE Pfizer Inc64.5K shares15.27%2025-12-312026-02-13history
Sponsored
PEP Pepsico Inc10.7K shares13.21%2025-12-312026-02-13history
LLY Lilly Eli & Common1.4K shares0.00%2025-12-312026-02-13history
SPY State Street SPDR S&P 500 ETF Trust2.2K shares1.46%2025-12-312026-02-13history
BIIB Biogen Inc8.5K shares0.77%2025-12-312026-02-13history
CB Chubb Ltd Corp4.7K shares2.90%2025-12-312026-02-13history
TJX TJX Companies Inc9.4K shares0.00%2025-12-312026-02-13history
Berkshire Hathaway Cl B Berkshire Hathaway Cl B2.8K shares1.03%2025-12-312026-02-13history
SCHD Schwab US Dividend Equity ETF50.2K shares-1.38%2025-12-312026-02-13history
Sponsored
HYMB State Street Spdr Nuveen Ice High Yield Municipal Bond ETF53.1K shares24.84%2025-12-312026-02-13history
IBM International Business Machines Corp4.5K shares0.00%2025-12-312026-02-13history
Broadcom Inc Ordinary Shares Broadcom Inc Ordinary Shares3.5K shares1.32%2025-12-312026-02-13history
LOW Lowes Cos Inc5.0K shares-2.15%2025-12-312026-02-13history
COST Costco Wholesale Corp1.3K shares0.75%2025-12-312026-02-13history
ISRG Intuitive Surgical Inc Common New2.0K shares0.00%2025-12-312026-02-13history
Dupont De Nemours Inc Dupont De Nemours Inc27.5K shares-0.24%2025-12-312026-02-13history
HAL Halliburton Co37.8K shares3.13%2025-12-312026-02-13history
Sponsored
GEV GE Vernova1.6K shares0.00%2025-12-312026-02-13history
SCHG Schwab US Large Cap Growth ETF31.0K shares1.03%2025-12-312026-02-13history
JNJ Johnson & Johnson4.7K shares7.99%2025-12-312026-02-13history
ADBE Adobe Systems Inc System2.7K shares18.70%2025-12-312026-02-13history
KO Coca Cola13.1K shares-1.66%2025-12-312026-02-13history
V Visa Inc2.6K shares-4.55%2025-12-312026-02-13history
EMR Emerson Electric Co6.7K shares0.00%2025-12-312026-02-13history
EFA iShares MSCI EAFE ETF9.2K shares2.42%2025-12-312026-02-13history
Sponsored
GE Aerospace GE Aerospace2.8K shares-0.35%2025-12-312026-02-13history
ABT Abbott Laboratories6.9K shares-0.01%2025-12-312026-02-13history
IWM iShares Russell 2000 Index ETF3.5K shares-1.54%2025-12-312026-02-13history
VIG Vanguard Dividend Appreciation Index ETF3.8K shares-2.04%2025-12-312026-02-13history
BBWI Bath & Body Works Inc40.1K shares-13.07%2025-12-312026-02-13history
HD Home Depot Inc2.3K shares0.00%2025-12-312026-02-13history
VWO Vanguard FTSE Emerging Markets Index ETF14.4K shares-0.35%2025-12-312026-02-13history
VEA Vanguard FTSE Developed Markets Index ETF12.2K shares-0.45%2025-12-312026-02-13history
Sponsored
Alphabet Inc Cl C Alphabet Inc Cl C2.3K shares-6.92%2025-12-312026-02-13history
RTX Raytheon Technologies Corp3.7K shares0.00%2025-12-312026-02-13history
AXP American Express1.8K shares0.00%2025-12-312026-02-13history
SFNC Simmons First Natl Corp Class A35.7K shares0.00%2025-12-312026-02-13history
GS Goldman Sachs Group Inc758 shares0.00%2025-12-312026-02-13history
IWS iShares Russell Midcap Value ETF4.6K shares4.18%2025-12-312026-02-13history
Vanguard Index Funds S&P 500 ETF Vanguard Index Funds S&P 500 ETF1.0K shares-0.48%2025-12-312026-02-13history
MS Morgan Stanley3.6K shares0.00%2025-12-312026-02-13history
Sponsored
ICE Intercontinental Exchange Inc3.9K shares-7.61%2025-12-312026-02-13history
XAR State Street Spdr S&P Aerospace & Defense ETF2.6K shares0.00%2025-12-312026-02-13history
SYK Stryker Corp1.7K shares-1.98%2025-12-312026-02-13history
NFLX Netflix Inc6.5K shares1417.65%2025-12-312026-02-13history
CMI Cummins Inc1.2K shares11.11%2025-12-312026-02-13history
VOX Vanguard Communication Services ETF3.1K shares0.00%2025-12-312026-02-13history
MMC Marsh3.1K shares0.00%2025-12-312026-02-13history
SDY State Street Spdr S&P Dividend ETF4.2K shares0.00%2025-12-312026-02-13history
Sponsored
MCD McDonalds Corp1.9K shares10.91%2025-12-312026-02-13history
EEM iShares MSCI Emerging Markets ETF10.2K shares-0.08%2025-12-312026-02-13history
QCOM Qualcomm Inc3.0K shares-2.09%2025-12-312026-02-13history
VUG Vanguard Growth Index ETF1.1K shares-2.22%2025-12-312026-02-13history
VGT Vanguard Information Tech ETF675 shares0.00%2025-12-312026-02-13history
MDY State Street SPDR S&P Midcap 400 ETF Trust841 shares0.00%2025-12-312026-02-13history
Linde Plc Linde Plc1.1K shares-3.31%2025-12-312026-02-13history
Merck & Co Merck & Co4.4K shares-3.48%2025-12-312026-02-13history
Sponsored
FCX Freeport-McMoran Inc Cl B8.9K shares0.00%2025-12-312026-02-13history
XLK State Street Technology Select Sector Spdr ETF3.1K shares106.67%2025-12-312026-02-13history
AIG American International Group Inc4.9K shares0.00%2025-12-312026-02-13history
DE Deere & Co895 shares0.00%2025-12-312026-02-13history
PM Philip Morris Intl Inc2.4K shares0.00%2025-12-312026-02-13history
SLB SLB Limited10.1K shares-3.83%2025-12-312026-02-13history
Eaton Corp PLC Eaton Corp PLC1.2K shares8.33%2025-12-312026-02-13history
VB Vanguard Small-Cap Index ETF1.3K shares0.00%2025-12-312026-02-13history
Sponsored
BAC Bank of America Corp6.1K shares0.00%2025-12-312026-02-13history
UNP Union Pacific Corp1.4K shares0.00%2025-12-312026-02-13history
XOM Exxon Mobil Corp2.7K shares30.75%2025-12-312026-02-13history
Invesco QQQ Trust Invesco QQQ Trust514 shares5.54%2025-12-312026-02-13history
GEHC Ge Healthcare Technologies Inc3.8K shares8.57%2025-12-312026-02-13history
WFC Wells Fargo & Co3.2K shares0.00%2025-12-312026-02-13history
IWB iShares Russell 1000 ETF750 shares0.00%2025-12-312026-02-13history
XLI State Street Industrial Select Sector Spdr ETF1.8K shares6.05%2025-12-312026-02-13history
Sponsored
GSK PLC GSK PLC5.5K shares0.00%2025-12-312026-02-13history
AGG iShares Core US Aggregate Bond ETF2.6K shares9.90%2025-12-312026-02-13history
Blackrock Inc Blackrock Inc243 shares0.00%2025-12-312026-02-13history
VTI Vanguard Idx Fund Total Stock Market ETF758 shares0.00%2025-12-312026-02-13history
IWD iShares Russell 1000 Value ETF1.2K shares0.00%2025-12-312026-02-13history
XLG Invesco Capital Management LLC S&p 500 Top 50 Etf4.0K sharesnew addition2025-12-312026-02-13history
IWF iShares Russell 1000 Growth ETF490 shares0.00%2025-12-312026-02-13history
JCI Johnson Controls International Plc1.9K shares-34.23%2025-12-312026-02-13history
Sponsored
NSC Norfolk Southn Corp790 shares0.00%2025-12-312026-02-13history
FTC First Trust Large Cap Growth Alphadex Fund1.4K shares0.00%2025-12-312026-02-13history
CBSH Commerce Bancshares Inc4.3K shares-6.90%2025-12-312026-02-13history
XLV State Street Health Care Select Sector Spdr ETF1.4K shares7.46%2025-12-312026-02-13history
TE Connectivity TE Connectivity975 shares0.00%2025-12-312026-02-13history
General Dynamics Corp General Dynamics Corp650 shares-7.28%2025-12-312026-02-13history
TCHP T. Rowe Price Blue Chip Growth ETF4.2K shares-32.26%2025-12-312026-02-13history
XLF State Street Financial Select Sector Spdr ETF3.5K shares6.09%2025-12-312026-02-13history
Sponsored
Invesco Capital Management LLC S&p 500 Equal Weight Etf Invesco Capital Management LLC S&p 500 Equal Weight Etf977 shares11.40%2025-12-312026-02-13history
IVE iShares S&P 500 Value ETF881 shares0.00%2025-12-312026-02-13history
MDLZ Mondelez Intl Inc Class A3.5K shares0.00%2025-12-312026-02-13history
VZ Verizon Communications Inc4.4K shares-5.63%2025-12-312026-02-13history
DVY iShares Select Dividend ETF1.3K shares0.00%2025-12-312026-02-13history
LAMR Lamar Advertising Co1.4K shares-1.77%2025-12-312026-02-13history
INTC Intel Corp4.6K shares-14.81%2025-12-312026-02-13history
XBI Spdr S&P Biotech ETF1.4K shares7.84%2025-12-312026-02-13history
Sponsored
VHT Vanguard Health Care ETF572 shares0.00%2025-12-312026-02-13history
XLE State Street Energy Select Sector Spdr ETF3.7K shares88.00%2025-12-312026-02-13history
ITA iShares Dow Jones US Aerospace And Defense ETF750 shares0.00%2025-12-312026-02-13history
TGT Target Corp1.6K shares0.00%2025-12-312026-02-13history
GLD Spdr Gold Tr Gold Shs386 shares4.32%2025-12-312026-02-13history
DRI Darden Restaurants Inc765 shares0.00%2025-12-312026-02-13history
SCHV Schwab US Large-Cap Value ETF4.7K shares4.25%2025-12-312026-02-13history
OPY Oppenheimer Holdings Inc1.9K shares0.00%2025-12-312026-02-13history
Sponsored
UGI UGI Corp3.6K shares0.00%2025-12-312026-02-13history
ATO Atmos Energy Corp800 shares0.00%2025-12-312026-02-13history
NDAQ Nasdaq Inc1.3K shares0.00%2025-12-312026-02-13history
XLB State Street Materials Select Sector Spdr ETF2.8K shares100.00%2025-12-312026-02-13history
EMXC iShares MSCI Emerging Markets ex China ETF1.8K sharesnew addition2025-12-312026-02-13history
GILD Gilead Sciences Inc1.0K shares0.00%2025-12-312026-02-13history
IBIT Ishares Bitcoin Trust ETF2.5K shares212.50%2025-12-312026-02-13history
MO Altria Group Inc2.1K shares0.00%2025-12-312026-02-13history
Sponsored
LRGE Clearbridge Large Cap Growth ESG EFT1.5K shares0.00%2025-12-312026-02-13history
Duke Energy Corp Duke Energy Corp1.0K shares-5.96%2025-12-312026-02-13history
EPD Enterprise Products Partners LP3.7K shares0.00%2025-12-312026-02-13history
AMD Advanced Micro Devices IInc555 shares-0.89%2025-12-312026-02-13history
PH Parker-hannifin Corp135 shares0.00%2025-12-312026-02-13history
KRE State Street Spdr S&P Regional Banking ETF1.8K shares0.00%2025-12-312026-02-13history
EXPD Expeditors Intl Wash Inc765 shares0.00%2025-12-312026-02-13history
TSCO Tractor Supply Co2.3K shares113.21%2025-12-312026-02-13history
Sponsored
T AT&T4.5K shares-4.96%2025-12-312026-02-13history
WY Weyerhaeuser4.6K shares0.00%2025-12-312026-02-13history
Medtronic Plc Medtronic Plc1.1K shares0.00%2025-12-312026-02-13history
EXAS Exact Sciences Corp1.0K shares0.00%2025-12-312026-02-13history
PSX Phillips 66749 shares0.00%2025-12-312026-02-13history
ALL Allstate Corp457 shares0.00%2025-12-312026-02-13history
SPG Simon Property Group Inc500 shares-4.94%2025-12-312026-02-13history
AMGN Amgen Inc Corp281 shares0.00%2025-12-312026-02-13history
Sponsored
IVV iShares S&P 500 Core ETF133 shares0.00%2025-12-312026-02-13history
JKHY Jack Henry & Associates Inc471 shares17.16%2025-12-312026-02-13history
YUM Yum Brands Inc546 shares0.00%2025-12-312026-02-13history
RF Regions Financial Corp3.0K shares0.00%2025-12-312026-02-13history
CME CME Group Inc Cl A300 shares-6.54%2025-12-312026-02-13history
VLO Valero Energy Corp495 shares0.00%2025-12-312026-02-13history
VYM Vanguard High Dividend Yield Index Fund ETF556 shares0.00%2025-12-312026-02-13history
IYF Ishares Trust DJ US Financials ETF600 shares0.00%2025-12-312026-02-13history
Sponsored
LMT Lockheed Martin Corp155 shares-6.06%2025-12-312026-02-13history
DLR Digital Realty Trust Inc482 shares0.00%2025-12-312026-02-13history
VTV Vanguard Value Index Fund Etf386 shares0.00%2025-12-312026-02-13history
CEG Constellation Energy Corp208 shares0.00%2025-12-312026-02-13history
SCHW Charles Schwab Corp735 shares0.00%2025-12-312026-02-13history
iShares Gold Trust ETF iShares Gold Trust ETF900 shares-10.00%2025-12-312026-02-13history
WPC WP Carey Inc1.1K shares0.00%2025-12-312026-02-13history
CTSH Cognizant Technology Solutionscorp Class A870 shares0.00%2025-12-312026-02-13history
Sponsored
CL Colgate Palmolive910 shares0.00%2025-12-312026-02-13history
MKC Mccormick & Company1.1K shares0.00%2025-12-312026-02-13history
PAYX Paychex Inc637 shares0.00%2025-12-312026-02-13history
COP ConocoPhillips763 shares-11.59%2025-12-312026-02-13history
Total Energies SE Total Energies SE1.1K sharesnew addition2025-12-312026-02-13history
XLY State Street Consumer Discretionary Select Sector Spdr ETF592 shares100.00%2025-12-312026-02-13history
APD Air Products & Chemicals Inc285 shares0.00%2025-12-312026-02-13history
NVT Nvent Electric688 shares0.00%2025-12-312026-02-13history
Sponsored
GIS General Mls Inc1.5K shares-5.70%2025-12-312026-02-13history
ADP Automatic Data Processing Inc270 shares0.00%2025-12-312026-02-13history
TXN Texas Instruments399 shares0.00%2025-12-312026-02-13history
PIPR Piper Sandler Companies203 shares0.00%2025-12-312026-02-13history
IEV iShares Trust S&P Europe ETF1.0K shares0.00%2025-12-312026-02-13history
PNR Pentair Plc660 shares0.00%2025-12-312026-02-13history
State Street Spdr Bloomberg High Yield Bond ETF State Street Spdr Bloomberg High Yield Bond ETF700 shares0.00%2025-12-312026-02-13history
UBER Uber Technologies Inc800 shares0.00%2025-12-312026-02-13history
Sponsored
XLC State Street Communication Services Select Sector Spdr ETF552 shares-1.78%2025-12-312026-02-13history
IWV iShares Russell 3000 ETF167 shares0.00%2025-12-312026-02-13history
NVS Novartis AG Sponsored ADR459 shares0.00%2025-12-312026-02-13history
GSBC Great Southern Bancorp1.0K shares0.00%2025-12-312026-02-13history
CLX Clorox600 shares0.00%2025-12-312026-02-13history
SPGI S&P Global Inc115 shares0.00%2025-12-312026-02-13history
ENB Enbridge Inc1.2K shares0.00%2025-12-312026-02-13history
WDFC WD-40 Company300 shares0.00%2025-12-312026-02-13history
Sponsored
IEFA iShares Core Msci Eafe ETF660 shares0.00%2025-12-312026-02-13history
SR Spire Inc700 shares0.00%2025-12-312026-02-13history
XLP State Street Consumer Staples Select Sector Spdr ETF741 shares0.00%2025-12-312026-02-13history
VMC Vulcan Materials Co200 shares0.00%2025-12-312026-02-13history
BMY Bristol-Myers Squibb1.0K shares0.00%2025-12-312026-02-13history
Accenture PLC Cl A Accenture PLC Cl A205 shares-9.29%2025-12-312026-02-13history
ADI Analog Devices Inc200 shares0.00%2025-12-312026-02-13history
IWP iShares Russell Mid Cap Growth ETF394 shares0.00%2025-12-312026-02-13history
Sponsored
DON Wisdomtree Tr U S Midcap Divid Fund ETF1.0K shares0.00%2025-12-312026-02-13history
EFG iShares MSCI Eafe Growth ETF460 shares0.00%2025-12-312026-02-13history
COWZ Pacer US Cash Cows 100 ETF861 shares0.00%2025-12-312026-02-13history
IGM iShares Expanded Tech Sector ETF400 shares0.00%2025-12-312026-02-13history
ETR Entergy Corp540 shares0.00%2025-12-312026-02-13history
SNOW Snowflake Inc Ordinary Shares225 shares-26.47%2025-12-312026-02-13history
CARR Carrier Global Corp923 shares0.00%2025-12-312026-02-13history
CALM Cal Maine Foods600 shares-27.36%2025-12-312026-02-13history
Sponsored
O Realty Income Corp Reit793 shares0.00%2025-12-312026-02-13history
PHYS Sprott Physical Gold Trust1.4K shares-10.00%2025-12-312026-02-13history
AFL Aflac Inc400 shares0.00%2025-12-312026-02-13history
CNP Centerpoint Energy Inc1.1K shares0.00%2025-12-312026-02-13history
KMB Kimberly Clark Corp425 shares0.00%2025-12-312026-02-13history
TFC Truist Financial Corporation854 shares0.00%2025-12-312026-02-13history
DAL Delta Air Lines Inc602 shares0.00%2025-12-312026-02-13history
CEF Sprott Physical Gold & Silver900 shares0.00%2025-12-312026-02-13history
Sponsored
SO Southern Co470 shares-13.76%2025-12-312026-02-13history
KKR & Co Inc KKR & Co Inc320 shares0.00%2025-12-312026-02-13history
NVO Novo-Nordisk A S ADR800 shares0.00%2025-12-312026-02-13history
DKS Dicks Sporting Goods, Inc.200 shares0.00%2025-12-312026-02-13history
OKE Oneok Inc519 shares0.00%2025-12-312026-02-13history
Invesco Ftse Rafi US 1000 ETF Invesco Ftse Rafi US 1000 ETF750 shares0.00%2025-12-312026-02-13history
USMV iShares MSCI USA Min Vol Factor ETF373 shares0.00%2025-12-312026-02-13history
BP Bp p.l.c.1.0K shares0.00%2025-12-312026-02-13history
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AMAT Applied Materials Inc135 shares0.00%2025-12-312026-02-13history
RY Royal Bank Of Canada203 shares1.00%2025-12-312026-02-13history
IJS iShares S&P Small Cap 600 Value ETF300 shares0.00%2025-12-312026-02-13history
DES Wisdomtree Tr US Smallcap Div ETF975 shares0.00%2025-12-312026-02-13history
AEP American Elec Pwr Co Inc280 shares0.00%2025-12-312026-02-13history
NFG National Fuel Gas Co400 shares0.00%2025-12-312026-02-13history
PLD Prologis Inc250 shares0.00%2025-12-312026-02-13history
XLU State Street Ultility Select Sector Spdr ETF744 shares100.00%2025-12-312026-02-13history
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CDNS Cadence Design Systems Inc100 shares-17.36%2025-12-312026-02-13history
Citigroup Inc Citigroup Inc260 shares0.00%2025-12-312026-02-13history
AEE Ameren Corp300 shares0.00%2025-12-312026-02-13history
SBUX Starbucks Corp350 shares-33.21%2025-12-312026-02-13history
LHX L3Harris Technologies Inc100 shares0.00%2025-12-312026-02-13history
DGRO iShares Core Dividend Growth ETF400 shares0.00%2025-12-312026-02-13history
NUE Nucor Corp170 shares0.00%2025-12-312026-02-13history
LUV Southwest Airlines669 shares0.00%2025-12-312026-02-13history
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STZ Constellation Brands Inc Class A200 shares0.00%2025-12-312026-02-13history
EXC Exelon Corp630 shares0.00%2025-12-312026-02-13history
DLTR Dollar Tree Inc.222 shares0.00%2025-12-312026-02-13history
Cigna Holding Co Cigna Holding Co99 shares0.00%2025-12-312026-02-13history
OTIS Otis Worldwide Corp295 shares0.00%2025-12-312026-02-13history
D Dominion Energy Inc425 shares0.00%2025-12-312026-02-13history
FIDU Fidelity MSCI Industrials Index ETF300 shares0.00%2025-12-312026-02-13history
ZS Zscaler Inc110 shares-29.49%2025-12-312026-02-13history
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PRU Prudential Financial Inc218 shares0.00%2025-12-312026-02-13history
GPC Genuine Parts Co200 shares0.00%2025-12-312026-02-13history
MET Metlife Inc300 shares0.00%2025-12-312026-02-13history
UPS United Parcel Svc Inc Class B235 shares0.00%2025-12-312026-02-13history
CAG Conagra Brands Inc1.3K shares0.00%2025-12-312026-02-13history
VNQ Vanguard Real Estate ETF250 shares0.00%2025-12-312026-02-13history
XHS State Street Spdr S&P Health Care Services ETF200 shares0.00%2025-12-312026-02-13history
XEL Xcel Energy Inc287 shares0.00%2025-12-312026-02-13history
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SHEL Shell Plc ADR285 shares0.00%2025-12-312026-02-13history
TMO Thermo Fisher Scientific Inc36 shares0.00%2025-12-312026-02-13history
CTVA Corteva Inc309 shares0.00%2025-12-312026-02-13history
KLAC KLA Corp17 shares-15.00%2025-12-312026-02-13history
VXUS Vanguard Total International Stock Index ETF262 shares-47.81%2025-12-312026-02-13history
RUSHB Rush Enterprises Inc350 shares0.00%2025-12-312026-02-13history
IDU iShares US Utilities ETF175 shares0.00%2025-12-312026-02-13history
AZN Astrazeneca Plc ADR200 shares0.00%2025-12-312026-02-13history
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LW Lamb Weston Hldgs Inc433 shares0.00%2025-12-312026-02-13history
IYH iShares US Healthcare ETF275 shares0.00%2025-12-312026-02-13history
MCHP Microchip Technology Inc275 shares0.00%2025-12-312026-02-13history
BBHY JP Morgan High Yield Research ETF375 shares0.00%2025-12-312026-02-13history
Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF239 shares0.00%2025-12-312026-02-13history
Marvell Technology Group Ltd Marvell Technology Group Ltd200 shares0.00%2025-12-312026-02-13history
EVRG Evergy Inc226 shares0.00%2025-12-312026-02-13history
MFC Manulife Financial Corp450 shares0.00%2025-12-312026-02-13history
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VBK Vanguard Small-Cap Growth Index Fund54 shares0.00%2025-12-312026-02-13history
GM General Motors Co Corp200 shares0.00%2025-12-312026-02-13history
MMM 3M100 shares0.00%2025-12-312026-02-13history
JAAA Janus Capital Management LLC Henderson Aaa Clo ETF315 sharesnew addition2025-12-312026-02-13history
EMB iShares JPMorgan USD Emerging Markets Bond ETF163 sharesnew addition2025-12-312026-02-13history
BK Bank New York Mellon Corp135 shares0.00%2025-12-312026-02-13history
FAST Fastenal Co389 shares-22.97%2025-12-312026-02-13history
AIQ Global X Artificial Intelligence & Technology ETF296 shares0.00%2025-12-312026-02-13history
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ITOT Ishares Trust S&P 1500 Total US Stock Market Etf100 shares0.00%2025-12-312026-02-13history
EOG EOG Resources Inc140 shares0.00%2025-12-312026-02-13history
VT Vanguard Total World Stock Index Fund ETF100 shares0.00%2025-12-312026-02-13history
XLRE State State Street Real Estate Select Sector Spdr ETF326 shares0.00%2025-12-312026-02-13history
TRV Travelers Companies Inc45 shares-55.00%2025-12-312026-02-13history
WMB Williams Companies200 shares0.00%2025-12-312026-02-13history
EXR Extra Space Storage Inc90 shares0.00%2025-12-312026-02-13history
ESTC Elastic Nv155 shares0.00%2025-12-312026-02-13history
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OEF Ishares S&P 100 Index Fund ETF34 shares0.00%2025-12-312026-02-13history
VAW Vanguard Materials ETF56 shares0.00%2025-12-312026-02-13history
CPT Camden Property Trust Reit100 shares0.00%2025-12-312026-02-13history
KMI Kinder Morgan Inc400 shares0.00%2025-12-312026-02-13history
WM Waste Management50 shares0.00%2025-12-312026-02-13history
PCAR Paccar Inc.100 sharesnew addition2025-12-312026-02-13history
TM Toyota Motor Corp50 shares0.00%2025-12-312026-02-13history
IUSV Ishares Core S&P US Value ETF100 shares0.00%2025-12-312026-02-13history
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TIP iShares TIPS Bond ETF92 shares0.00%2025-12-312026-02-13history
SPYM State Street Spdr Portfolio S&P 500 ETF125 shares0.00%2025-12-312026-02-13history
NOW Servicenow Inc65 shares400.00%2025-12-312026-02-13history
KVUE Kenvue Inc562 shares0.00%2025-12-312026-02-13history
IWO iShares Russell 2000 Growth ETF30 shares0.00%2025-12-312026-02-13history
DHR Danaher Corp40 shares0.00%2025-12-312026-02-13history
VRTX Vertex Pharmaceuticals Inc20 shares0.00%2025-12-312026-02-13history
Crown Castle International Corp Crown Castle International Corp100 shares0.00%2025-12-312026-02-13history
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ARKB ARK 21shares Bitcoin ETF300 shares0.00%2025-12-312026-02-13history
FFC Flaherty & Crumrine Preferred And Income Securities Fund Inc516 sharesnew addition2025-12-312026-02-13history
IYR iShares US Real Estate ETF90 shares0.00%2025-12-312026-02-13history
MCK McKesson Corp10 shares-52.38%2025-12-312026-02-13history
SHOP Shopify INC50 shares0.00%2025-12-312026-02-13history
CIBR First Trust Nasdaq Cybersecurity ETF110 shares0.00%2025-12-312026-02-13history
KNSL Kinsale Capital Group Inc20 shares0.00%2025-12-312026-02-13history
REGN Regeneron Pharmaceuticals Inc10 shares-28.57%2025-12-312026-02-13history
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XYZ Block Inc118 shares0.00%2025-12-312026-02-13history
ASML ASML Holding Nv ADR7 shares0.00%2025-12-312026-02-13history
KHC Kraft Heinz300 shares0.00%2025-12-312026-02-13history
COF Capital One Financial Corp30 shares0.00%2025-12-312026-02-13history
TMUS T-Mobile US Inc35 shares-50.00%2025-12-312026-02-13history
GBTC Grayscale Bitcoin Investment Trust100 shares0.00%2025-12-312026-02-13history
INTU Intuit Inc10 shares-44.44%2025-12-312026-02-13history
SLV Ishares Silver ETF100 sharesnew addition2025-12-312026-02-13history
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PEGA Pegasystems INC104 shares0.00%2025-12-312026-02-13history
TSLA Tesla Inc12 shares0.00%2025-12-312026-02-13history
U Unity Software Inc120 shares0.00%2025-12-312026-02-13history
CMCSA Comcast Corp New Class A177 shares0.00%2025-12-312026-02-13history
TER Teradyne Inc27 shares0.00%2025-12-312026-02-13history
BN Brookfield Corp112 shares49.33%2025-12-312026-02-13history
PSTG Pure Storage Inc75 shares0.00%2025-12-312026-02-13history
RIVN Rivian Automotive Inc CL A250 shares0.00%2025-12-312026-02-13history
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ROKU Roku INC45 shares0.00%2025-12-312026-02-13history
ADNT Adient237 shares0.00%2025-12-312026-02-13history
MAA Mid-America Apartment Communities Reit30 shares0.00%2025-12-312026-02-13history
YUMC Yum China Holdings Inc84 shares0.00%2025-12-312026-02-13history
XOP State Street Spdr S&P Oil & Gas Exploration & Production ETF30 shares0.00%2025-12-312026-02-13history
EPR EPR Properties REIT Corp75 shares0.00%2025-12-312026-02-13history
APPN Appian Corp105 shares0.00%2025-12-312026-02-13history
ECL Ecolab Inc14 shares0.00%2025-12-312026-02-13history
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DVN Devon Energy Corp100 shares0.00%2025-12-312026-02-13history
AHH Armada Hoffler Properties Inc500 shares0.00%2025-12-312026-02-13history
CHWY Chewy Inc100 shares-69.70%2025-12-312026-02-13history
F Ford Motor Co250 shares0.00%2025-12-312026-02-13history
LMND Lemonade Inc.46 shares0.00%2025-12-312026-02-13history
CTAS Cintas Corp16 shares-76.47%2025-12-312026-02-13history
CGNX Cognex Corp80 shares0.00%2025-12-312026-02-13history
RBLX Roblox Corp35 shares0.00%2025-12-312026-02-13history
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INVH Invitation Homes Inc100 shares0.00%2025-12-312026-02-13history
TFI State Street Spdr Nuveen Ice60 shares0.00%2025-12-312026-02-13history
FSLY Fastly INC240 shares0.00%2025-12-312026-02-13history
WD Walker & Dunlop Inc.35 shares0.00%2025-12-312026-02-13history
VEEV Veeva Systems INC9 shares0.00%2025-12-312026-02-13history
Solstice Advanced Materials Solstice Advanced Materials40 sharesnew addition2025-12-312026-02-13history
CEVA Ceva Inc.70 shares0.00%2025-12-312026-02-13history
DOCS Doximity INC31 shares0.00%2025-12-312026-02-13history
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GWH ESS Tech, Inc633 shares0.00%2025-12-312026-02-13history
DOCN Digitalocean Holdings INC23 shares0.00%2025-12-312026-02-13history
CASY Caseys General Stores2 shares0.00%2025-12-312026-02-13history
OXY.WS Occidental Petroleum Corp Eqy Warrant57 shares0.00%2025-12-312026-02-13history
UPST Upstart Holdings Inc.22 shares0.00%2025-12-312026-02-13history
QS Quantumscape Corp90 shares0.00%2025-12-312026-02-13history
PINS Pinterest Inc.35 shares0.00%2025-12-312026-02-13history
GSHD Goosehead Insurance Inc.12 shares0.00%2025-12-312026-02-13history
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Super Micro Computer Super Micro Computer30 shares0.00%2025-12-312026-02-13history
FLGT Fulgent Genetics Inc.31 shares0.00%2025-12-312026-02-13history
Grayscale Bitcoin Mini Trust ETF Grayscale Bitcoin Mini Trust ETF20 shares0.00%2025-12-312026-02-13history
CSTL Castle Biosciences Inc.19 shares0.00%2025-12-312026-02-13history
LOB Live Oak Bancshares Inc.16 shares0.00%2025-12-312026-02-13history
SEDG Solaredge Technologies INC18 shares0.00%2025-12-312026-02-13history
DCBO Docebo, Inc.21 shares0.00%2025-12-312026-02-13history
BOC Boston Omaha Corp37 shares0.00%2025-12-312026-02-13history
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Lithium Argentina Lithium Argentina75 shares0.00%2025-12-312026-02-13history
INMD Inmode Ltd Corp26 shares0.00%2025-12-312026-02-13history
CRNC Cerence Inc34 shares0.00%2025-12-312026-02-13history
LAC Lithium Americas Corp75 shares0.00%2025-12-312026-02-13history
PUBM Pubmatic Inc30 shares0.00%2025-12-312026-02-13history
CMPS Compass Pathways Plc ADR30 shares0.00%2025-12-312026-02-13history
FVRR Fiverr International Ltd10 shares0.00%2025-12-312026-02-13history
SPT Sprout Social Inc16 shares0.00%2025-12-312026-02-13history
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TDOC Teladoc Health Inc25 shares0.00%2025-12-312026-02-13history
SMLR Semler Scientific Inc10 shares0.00%2025-12-312026-02-13history

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