The Analysis of Moisand Fitzgerald Tamayo, LLC's Holdings

Currently, Moisand Fitzgerald Tamayo, LLC holds 515 types of securities in its portfolio with a total value $885.5M. In the most recent quarter, they have increased their positions in SCHO (+229.4K shares, valued at $5.6M), SCHR (+203.5K shares, valued at $5.1M), AVLV (+47.1K shares, valued at $3.6M); decreased their positions in N/A (-1.5K shares, valued at $911.2K), AVDV (-5.0K shares, valued at $473.4K), IVV (-639 shares, valued at $437.7K); initiated new positions in CRWV (+584 shares, valued at $41.8K), XBIL (+534 shares, valued at $26.7K), N/A (+302 shares, valued at $24.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST3.6M shares0.96%2025-12-312026-01-14

SCHR SCHWAB STRATEGIC TR3.7M shares5.89%2025-12-312026-01-14

SCHO SCHWAB STRATEGIC TR3.7M shares6.67%2025-12-312026-01-14

AVLV AMERICAN CENTY ETF TR1.1M shares4.32%2025-12-312026-01-14

DFAS DIMENSIONAL ETF TRUST966.6K shares1.26%2025-12-312026-01-14

AVUV AMERICAN CENTY ETF TR645.5K shares1.48%2025-12-312026-01-14

AVDV AMERICAN CENTY ETF TR398.6K shares-1.25%2025-12-312026-01-14

AVMV AMERICAN CENTY ETF TR444.0K shares2.29%2025-12-312026-01-14

Sponsored

DFAR DIMENSIONAL ETF TRUST1.4M shares6.82%2025-12-312026-01-14

DFUV DIMENSIONAL ETF TRUST556.6K shares-1.51%2025-12-312026-01-14

DFAE DIMENSIONAL ETF TRUST597.1K shares-0.83%2025-12-312026-01-14

IVV ISHARES TR23.3K shares-2.67%2025-12-312026-01-14

VANGUARD INDEX FDS VANGUARD INDEX FDS22.0K shares-6.19%2025-12-312026-01-14

DFAT DIMENSIONAL ETF TRUST195.0K shares-2.05%2025-12-312026-01-14

DFAX DIMENSIONAL ETF TRUST300.5K shares-0.95%2025-12-312026-01-14

SCHM SCHWAB STRATEGIC TR269.7K shares-0.79%2025-12-312026-01-14

Sponsored

SPYM SPDR SERIES TRUST74.6K shares-4.12%2025-12-312026-01-14

VTI VANGUARD INDEX FDS17.1K shares-1.26%2025-12-312026-01-14

BOXX EA SERIES TRUST42.6K shares109.01%2025-12-312026-01-14

IWB ISHARES TR13.1K shares-0.29%2025-12-312026-01-14

DFIC DIMENSIONAL ETF TRUST135.0K shares-0.77%2025-12-312026-01-14

DFIV DIMENSIONAL ETF TRUST92.9K shares-0.95%2025-12-312026-01-14

AVDE AMERICAN CENTY ETF TR55.5K shares0.61%2025-12-312026-01-14

VTV VANGUARD INDEX FDS20.9K shares-1.29%2025-12-312026-01-14

Sponsored

VO VANGUARD INDEX FDS13.1K shares-2.82%2025-12-312026-01-14

SCHH SCHWAB STRATEGIC TR172.8K shares-1.65%2025-12-312026-01-14

AAPL APPLE INC13.0K shares-1.46%2025-12-312026-01-14

DFUS DIMENSIONAL ETF TRUST40.8K shares-1.50%2025-12-312026-01-14

SCHF SCHWAB STRATEGIC TR121.6K shares-1.76%2025-12-312026-01-14

NVDA NVIDIA CORPORATION14.6K shares-6.86%2025-12-312026-01-14

VEU VANGUARD INTL EQUITY INDEX F35.9K shares-1.97%2025-12-312026-01-14

MSFT MICROSOFT CORP5.0K shares-1.00%2025-12-312026-01-14

Sponsored

VB VANGUARD INDEX FDS9.2K shares-1.91%2025-12-312026-01-14

SPMD SPDR SERIES TRUST40.2K shares-1.37%2025-12-312026-01-14

BIV VANGUARD BD INDEX FDS29.5K shares-5.17%2025-12-312026-01-14

BSV VANGUARD BD INDEX FDS27.7K shares-7.62%2025-12-312026-01-14

SCHX SCHWAB STRATEGIC TR80.6K shares-1.63%2025-12-312026-01-14

IWV ISHARES TR5.5K shares-0.87%2025-12-312026-01-14

DFSV DIMENSIONAL ETF TRUST62.6K shares-1.62%2025-12-312026-01-14

SCHA SCHWAB STRATEGIC TR71.5K shares-2.07%2025-12-312026-01-14

Sponsored

SCHV SCHWAB STRATEGIC TR62.3K shares-0.25%2025-12-312026-01-14

DISV DIMENSIONAL ETF TRUST43.2K shares-0.26%2025-12-312026-01-14

AVSC AMERICAN CENTY ETF TR27.2K shares-1.25%2025-12-312026-01-14

SPY SPDR S&P 500 ETF TR2.3K shares0.00%2025-12-312026-01-14

LAM RESEARCH CORP LAM RESEARCH CORP9.1K shares0.00%2025-12-312026-01-14

IVE ISHARES TR7.3K shares-2.97%2025-12-312026-01-14

LHX L3HARRIS TECHNOLOGIES INC5.0K shares1.02%2025-12-312026-01-14

IWC ISHARES TR8.9K shares-3.74%2025-12-312026-01-14

Sponsored

SLYV SPDR SERIES TRUST14.2K shares-3.43%2025-12-312026-01-14

IWM ISHARES TR4.5K shares-1.75%2025-12-312026-01-14

VBR VANGUARD INDEX FDS5.2K shares-0.78%2025-12-312026-01-14

XOM EXXON MOBIL CORP8.5K shares0.00%2025-12-312026-01-14

VV VANGUARD INDEX FDS3.2K shares-0.54%2025-12-312026-01-14

IJR ISHARES TR8.0K shares-0.29%2025-12-312026-01-14

JNJ JOHNSON & JOHNSON4.6K shares-2.37%2025-12-312026-01-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares0.00%2025-12-312026-01-14

Sponsored

AXP AMERICAN EXPRESS CO2.4K shares1.67%2025-12-312026-01-14

SCHC SCHWAB STRATEGIC TR19.1K shares-4.44%2025-12-312026-01-14

USRT ISHARES TR15.0K shares-0.24%2025-12-312026-01-14

DE DEERE & CO1.8K shares-2.51%2025-12-312026-01-14

SGOV ISHARES TR8.3K shares-1.09%2025-12-312026-01-14

IJH ISHARES TR12.6K shares-1.67%2025-12-312026-01-14

EFA ISHARES TR8.2K shares0.00%2025-12-312026-01-14

ORCL ORACLE CORP3.6K shares-3.12%2025-12-312026-01-14

Sponsored

VNQ VANGUARD INDEX FDS7.9K shares-2.13%2025-12-312026-01-14

WWD WOODWARD INC2.3K shares0.00%2025-12-312026-01-14

TFC TRUIST FINL CORP14.0K shares-4.87%2025-12-312026-01-14

DIS DISNEY WALT CO5.9K shares-12.98%2025-12-312026-01-14

AVIV AMERICAN CENTY ETF TR8.8K shares-11.13%2025-12-312026-01-14

HLT HILTON WORLDWIDE HLDGS INC2.1K shares0.00%2025-12-312026-01-14

DFEV DIMENSIONAL ETF TRUST17.6K shares-1.97%2025-12-312026-01-14

CRH PLC CRH PLC4.6K shares0.00%2025-12-312026-01-14

Sponsored

KO COCA COLA CO8.0K shares-0.70%2025-12-312026-01-14

SCZ ISHARES TR7.0K shares-0.09%2025-12-312026-01-14

DFAC DIMENSIONAL ETF TRUST13.4K shares1.75%2025-12-312026-01-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.9K shares-2.78%2025-12-312026-01-14

DLN WISDOMTREE TR5.7K shares0.00%2025-12-312026-01-14

TJX TJX COS INC NEW3.2K shares0.00%2025-12-312026-01-14

IVW ISHARES TR3.7K shares0.00%2025-12-312026-01-14

TXN TEXAS INSTRS INC2.6K shares0.00%2025-12-312026-01-14

Sponsored

RCL ROYAL CARIBBEAN GROUP1.5K shares0.00%2025-12-312026-01-14

HD HOME DEPOT INC1.2K shares5.74%2025-12-312026-01-14

VLO VALERO ENERGY CORP2.6K shares-6.23%2025-12-312026-01-14

WMT WALMART INC3.8K shares3.50%2025-12-312026-01-14

SPDW SPDR INDEX SHS FDS9.1K shares-1.96%2025-12-312026-01-14

IONS IONIS PHARMACEUTICALS INC5.0K shares0.00%2025-12-312026-01-14

NOC NORTHROP GRUMMAN CORP675 shares-1.32%2025-12-312026-01-14

NEE NEXTERA ENERGY INC4.7K shares-0.23%2025-12-312026-01-14

Sponsored

SPTI SPDR SERIES TRUST12.9K shares0.00%2025-12-312026-01-14

RWR SPDR SERIES TRUST3.8K shares-0.34%2025-12-312026-01-14

VSS VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2025-12-312026-01-14

BITB BITWISE BITCOIN ETF TR7.1K shares0.11%2025-12-312026-01-14

AVEM AMERICAN CENTY ETF TR4.1K shares0.00%2025-12-312026-01-14

IWN ISHARES TR1.8K shares0.00%2025-12-312026-01-14

LLY ELI LILLY & CO288 shares0.00%2025-12-312026-01-14

AVUS AMERICAN CENTY ETF TR2.8K shares4.31%2025-12-312026-01-14

Sponsored

QCOM QUALCOMM INC1.8K shares-2.05%2025-12-312026-01-14

VBK VANGUARD INDEX FDS996 shares0.00%2025-12-312026-01-14

META META PLATFORMS INC432 shares18.03%2025-12-312026-01-14

AMZN AMAZON COM INC1.2K shares5.87%2025-12-312026-01-14

PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2025-12-312026-01-14

DIA SPDR DOW JONES INDL AVERAGE549 shares0.00%2025-12-312026-01-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND975 shares0.00%2025-12-312026-01-14

ALPHABET INC ALPHABET INC833 shares-2.00%2025-12-312026-01-14

Sponsored

SBUX STARBUCKS CORP3.0K shares0.00%2025-12-312026-01-14

SCCO SOUTHERN COPPER CORP1.8K shares0.81%2025-12-312026-01-14

T AT&T INC9.8K shares0.00%2025-12-312026-01-14

PANW PALO ALTO NETWORKS INC1.3K shares0.00%2025-12-312026-01-14

MCD MCDONALDS CORP764 shares0.00%2025-12-312026-01-14

JBL JABIL INC1.0K shares0.00%2025-12-312026-01-14

OEF ISHARES TR676 shares0.00%2025-12-312026-01-14

VEA VANGUARD TAX-MANAGED FDS3.5K shares19.58%2025-12-312026-01-14

Sponsored

EFV ISHARES TR3.1K shares-8.43%2025-12-312026-01-14

QVAL EA SERIES TRUST4.4K shares0.00%2025-12-312026-01-14

DVY ISHARES TR1.5K shares0.00%2025-12-312026-01-14

SPSM SPDR SERIES TRUST4.5K shares-2.33%2025-12-312026-01-14

SOUTHSTATE BK CORP SOUTHSTATE BK CORP2.2K shares-6.21%2025-12-312026-01-14

ETHA ISHARES ETHEREUM TR8.8K shares-22.04%2025-12-312026-01-14

PFE PFIZER INC7.8K shares0.00%2025-12-312026-01-14

COP CONOCOPHILLIPS2.0K shares0.00%2025-12-312026-01-14

Sponsored

SPYV SPDR SERIES TRUST3.3K shares-10.05%2025-12-312026-01-14

VGT VANGUARD WORLD FD250 shares0.00%2025-12-312026-01-14

ALPHABET INC ALPHABET INC602 shares-3.06%2025-12-312026-01-14

SCHB SCHWAB STRATEGIC TR6.9K shares-8.44%2025-12-312026-01-14

IWD ISHARES TR763 shares0.00%2025-12-312026-01-14

JPM JPMORGAN CHASE & CO.496 shares0.00%2025-12-312026-01-14

TSLA TESLA INC352 shares4.45%2025-12-312026-01-14

CVX CHEVRON CORP NEW1.0K shares-2.71%2025-12-312026-01-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS688 shares0.00%2025-12-312026-01-14

FTEC FIDELITY COVINGTON TRUST652 shares0.00%2025-12-312026-01-14

VZ VERIZON COMMUNICATIONS INC3.5K shares0.00%2025-12-312026-01-14

FAS DIREXION SHS ETF TR800 shares0.00%2025-12-312026-01-14

DRI DARDEN RESTAURANTS INC730 shares0.00%2025-12-312026-01-14

IBM INTERNATIONAL BUSINESS MACHS443 shares0.00%2025-12-312026-01-14

UCB UNITED CMNTY BKS BLAIRSVLE G4.1K shares0.00%2025-12-312026-01-14

PG PROCTER AND GAMBLE CO870 shares-2.25%2025-12-312026-01-14

Sponsored

XLU SELECT SECTOR SPDR TR2.9K shares100.00%2025-12-312026-01-14

EFG ISHARES TR1.1K shares0.00%2025-12-312026-01-14

SBSI SOUTHSIDE BANCSHARES INC3.8K shares0.00%2025-12-312026-01-14

GIS GENERAL MLS INC2.5K shares0.00%2025-12-312026-01-14

MUB ISHARES TR1.1K shares-29.56%2025-12-312026-01-14

NOW SERVICENOW INC730 shares2254.84%2025-12-312026-01-14

UNH UNITEDHEALTH GROUP INC331 shares46.46%2025-12-312026-01-14

DES WISDOMTREE TR3.2K shares0.00%2025-12-312026-01-14

Sponsored

ICF ISHARES TR1.8K shares0.00%2025-12-312026-01-14

GWX SPDR INDEX SHS FDS2.6K shares-18.18%2025-12-312026-01-14

INVESCO QQQ TR INVESCO QQQ TR174 shares-65.27%2025-12-312026-01-14

XLK SELECT SECTOR SPDR TR744 shares-64.69%2025-12-312026-01-14

VWO VANGUARD INTL EQUITY INDEX F2.0K shares0.56%2025-12-312026-01-14

COST COSTCO WHSL CORP NEW120 shares-1.64%2025-12-312026-01-14

AMD ADVANCED MICRO DEVICES INC475 shares0.00%2025-12-312026-01-14

NSC NORFOLK SOUTHN CORP332 shares0.00%2025-12-312026-01-14

Sponsored

EPD ENTERPRISE PRODS PARTNERS L3.0K shares0.00%2025-12-312026-01-14

XLP SELECT SECTOR SPDR TR1.2K shares0.00%2025-12-312026-01-14

VRTX VERTEX PHARMACEUTICALS INC200 shares0.00%2025-12-312026-01-14

IJS ISHARES TR797 shares15.34%2025-12-312026-01-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW763 shares0.00%2025-12-312026-01-14

BABA ALIBABA GROUP HLDG LTD610 shares0.00%2025-12-312026-01-14

RTX RTX CORPORATION469 shares0.00%2025-12-312026-01-14

NXP NUVEEN SELECT TAX-FREE INCOM5.9K shares0.00%2025-12-312026-01-14

Sponsored

GE AEROSPACE GE AEROSPACE262 shares0.00%2025-12-312026-01-14

GS GOLDMAN SACHS GROUP INC90 shares0.00%2025-12-312026-01-14

FCF FIRST COMWLTH FINL CORP PA4.7K shares0.00%2025-12-312026-01-14

NCLH NORWEGIAN CRUISE LINE HLDG L3.5K shares0.00%2025-12-312026-01-14

BAC BANK AMERICA CORP1.4K shares0.14%2025-12-312026-01-14

CAT CATERPILLAR INC136 shares0.00%2025-12-312026-01-14

NFLX NETFLIX INC810 shares900.00%2025-12-312026-01-14

WFC WELLS FARGO CO NEW804 shares0.00%2025-12-312026-01-14

Sponsored

ABBV ABBVIE INC314 shares0.00%2025-12-312026-01-14

WBD WARNER BROS DISCOVERY INC2.4K shares0.00%2025-12-312026-01-14

CSCO CISCO SYS INC886 shares0.00%2025-12-312026-01-14

UNP UNION PAC CORP292 shares0.00%2025-12-312026-01-14

MSTR STRATEGY INC441 shares0.00%2025-12-312026-01-14

MS MORGAN STANLEY377 shares0.00%2025-12-312026-01-14

SPTS SPDR SERIES TRUST2.2K shares40.76%2025-12-312026-01-14

MDLZ MONDELEZ INTL INC1.2K shares0.00%2025-12-312026-01-14

Sponsored

IMCG ISHARES TR774 shares0.00%2025-12-312026-01-14

AVGE AMERICAN CENTY ETF TR717 shares-0.55%2025-12-312026-01-14

LOW LOWES COS INC253 shares0.00%2025-12-312026-01-14

VUG VANGUARD INDEX FDS125 shares78.57%2025-12-312026-01-14

ARISTA NETWORKS INC ARISTA NETWORKS INC460 shares0.00%2025-12-312026-01-14

PRU PRUDENTIAL FINL INC533 shares-16.98%2025-12-312026-01-14

QQQM INVESCO EXCH TRADED FD TR II237 shares0.42%2025-12-312026-01-14

FUL FULLER H B CO1.0K shares0.00%2025-12-312026-01-14

Sponsored

DSI ISHARES TR461 shares0.00%2025-12-312026-01-14

CSX CSX CORP1.6K shares-6.90%2025-12-312026-01-14

XLC SELECT SECTOR SPDR TR495 shares0.00%2025-12-312026-01-14

GSLC GOLDMAN SACHS ETF TR434 shares0.00%2025-12-312026-01-14

PEP PEPSICO INC399 shares0.00%2025-12-312026-01-14

PAYX PAYCHEX INC504 shares0.00%2025-12-312026-01-14

PLTR PALANTIR TECHNOLOGIES INC317 shares-0.63%2025-12-312026-01-14

STRK STRATEGY INC673 shares2.44%2025-12-312026-01-14

Sponsored

TT TRANE TECHNOLOGIES PLC135 shares0.00%2025-12-312026-01-14

IUSV ISHARES TR505 shares0.00%2025-12-312026-01-14

TD TORONTO DOMINION BK ONT541 shares0.00%2025-12-312026-01-14

XLY SELECT SECTOR SPDR TR424 shares100.00%2025-12-312026-01-14

DFAU DIMENSIONAL ETF TRUST1.1K shares0.00%2025-12-312026-01-14

LINDE PLC LINDE PLC117 shares0.00%2025-12-312026-01-14

PSX PHILLIPS 66385 shares0.00%2025-12-312026-01-14

XBI SPDR SERIES TRUST400 shares0.00%2025-12-312026-01-14

Sponsored

BROADCOM INC BROADCOM INC140 shares-15.15%2025-12-312026-01-14

WM WASTE MGMT INC DEL219 shares0.00%2025-12-312026-01-14

IUSG ISHARES TR284 shares0.00%2025-12-312026-01-14

BA BOEING CO215 shares0.00%2025-12-312026-01-14

IXUS ISHARES TR547 shares-0.73%2025-12-312026-01-14

VHT VANGUARD WORLD FD160 shares0.00%2025-12-312026-01-14

LMT LOCKHEED MARTIN CORP95 shares0.00%2025-12-312026-01-14

V VISA INC129 shares0.00%2025-12-312026-01-14

Sponsored

J JACOBS SOLUTIONS INC336 shares0.00%2025-12-312026-01-14

CGGR CAPITAL GROUP GROWTH ETF1.0K shares0.00%2025-12-312026-01-14

DHR DANAHER CORPORATION188 shares0.00%2025-12-312026-01-14

SCHG SCHWAB STRATEGIC TR1.3K shares0.00%2025-12-312026-01-14

IBIT ISHARES BITCOIN TRUST ETF856 shares130.73%2025-12-312026-01-14

SYY SYSCO CORP570 shares0.00%2025-12-312026-01-14

GEV GE VERNOVA INC64 shares0.00%2025-12-312026-01-14

CRWV COREWEAVE INC584 sharesnew addition2025-12-312026-01-14

Sponsored

RJF RAYMOND JAMES FINL INC258 shares-10.73%2025-12-312026-01-14

FDL FIRST TR EXCHANGE-TRADED FD925 shares0.00%2025-12-312026-01-14

IWR ISHARES TR418 shares0.00%2025-12-312026-01-14

INTU INTUIT60 shares0.00%2025-12-312026-01-14

VONV VANGUARD SCOTTSDALE FDS420 shares0.00%2025-12-312026-01-14

EVRG EVERGY INC534 shares0.00%2025-12-312026-01-14

VOOG VANGUARD ADMIRAL FDS INC86 shares-1.15%2025-12-312026-01-14

NBH NEUBERGER MUN FD INC3.7K shares0.00%2025-12-312026-01-14

Sponsored

STBA S & T BANCORP INC950 shares0.00%2025-12-312026-01-14

CCL CARNIVAL CORP1.2K shares0.00%2025-12-312026-01-14

DFCF DIMENSIONAL ETF TRUST841 shares1.45%2025-12-312026-01-14

AFL AFLAC INC322 shares-15.49%2025-12-312026-01-14

DFSD DIMENSIONAL ETF TRUST739 shares1.65%2025-12-312026-01-14

TMUS T-MOBILE US INC174 shares0.00%2025-12-312026-01-14

IEMG ISHARES INC524 shares-2.78%2025-12-312026-01-14

MERCK & CO INC MERCK & CO INC327 shares0.00%2025-12-312026-01-14

Sponsored

ETHV VANECK ETHEREUM TR792 shares0.00%2025-12-312026-01-14

HOOD ROBINHOOD MKTS INC300 shares0.00%2025-12-312026-01-14

AGG ISHARES TR331 shares77.96%2025-12-312026-01-14

PDI PIMCO DYNAMIC INCOME FD1.8K shares0.00%2025-12-312026-01-14

PFF ISHARES TR1.0K shares0.00%2025-12-312026-01-14

FICO FAIR ISAAC CORP19 shares0.00%2025-12-312026-01-14

HON HONEYWELL INTL INC164 shares0.00%2025-12-312026-01-14

BIDU BAIDU INC240 shares0.00%2025-12-312026-01-14

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II477 shares0.00%2025-12-312026-01-14

DJT TRUMP MEDIA & TECHNOLOGY GRO2.3K shares0.00%2025-12-312026-01-14

CLX CLOROX CO DEL303 shares-23.68%2025-12-312026-01-14

PYPL PAYPAL HLDGS INC522 shares0.00%2025-12-312026-01-14

ICE INTERCONTINENTAL EXCHANGE IN185 shares0.00%2025-12-312026-01-14

IEFA ISHARES TR334 shares0.00%2025-12-312026-01-14

COF CAPITAL ONE FINL CORP122 shares0.00%2025-12-312026-01-14

EATON CORP PLC EATON CORP PLC92 shares0.00%2025-12-312026-01-14

Sponsored

VYM VANGUARD WHITEHALL FDS200 shares0.00%2025-12-312026-01-14

EXC EXELON CORP656 shares0.00%2025-12-312026-01-14

GNL GLOBAL NET LEASE INC3.2K shares0.00%2025-12-312026-01-14

JEF JEFFERIES FINL GROUP INC433 shares0.00%2025-12-312026-01-14

XBIL RBB FD INC534 sharesnew addition2025-12-312026-01-14

MTB M & T BK CORP132 shares0.00%2025-12-312026-01-14

HII HUNTINGTON INGALLS INDS INC75 shares0.00%2025-12-312026-01-14

FHN FIRST HORIZON CORPORATION1.1K shares0.00%2025-12-312026-01-14

Sponsored

IJT ISHARES TR178 shares0.00%2025-12-312026-01-14

ITW ILLINOIS TOOL WKS INC102 shares0.00%2025-12-312026-01-14

MGC VANGUARD WORLD FD100 shares0.00%2025-12-312026-01-14

VTEB VANGUARD MUN BD FDS493 shares0.00%2025-12-312026-01-14

VLY VALLEY NATL BANCORP2.1K shares0.00%2025-12-312026-01-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC302 sharesnew addition2025-12-312026-01-14

VRSN VERISIGN INC96 shares0.00%2025-12-312026-01-14

PGR PROGRESSIVE CORP101 shares0.00%2025-12-312026-01-14

Sponsored

FCX FREEPORT-MCMORAN INC437 shares0.00%2025-12-312026-01-14

DFGR DIMENSIONAL ETF TRUST834 shares0.00%2025-12-312026-01-14

SCHD SCHWAB STRATEGIC TR792 shares0.00%2025-12-312026-01-14

EG EVEREST GROUP LTD64 shares0.00%2025-12-312026-01-14

CARR CARRIER GLOBAL CORPORATION403 shares0.00%2025-12-312026-01-14

AES AES CORP1.5K shares0.00%2025-12-312026-01-14

LUV SOUTHWEST AIRLS CO513 shares2.19%2025-12-312026-01-14

USMV ISHARES TR225 shares0.00%2025-12-312026-01-14

Sponsored

BP BP PLC608 shares-7.74%2025-12-312026-01-14

CMCSA COMCAST CORP NEW700 shares0.00%2025-12-312026-01-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T445 shares0.00%2025-12-312026-01-14

SPGP INVESCO EXCHANGE TRADED FD T180 shares0.00%2025-12-312026-01-14

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC488 shares-24.69%2025-12-312026-01-14

UBER UBER TECHNOLOGIES INC235 shares4.44%2025-12-312026-01-14

MET METLIFE INC241 shares0.00%2025-12-312026-01-14

PM PHILIP MORRIS INTL INC118 shares0.00%2025-12-312026-01-14

Sponsored

EA ELECTRONIC ARTS INC91 shares0.00%2025-12-312026-01-14

THE CIGNA GROUP THE CIGNA GROUP67 shares0.00%2025-12-312026-01-14

IBHG ISHARES TR800 shares0.00%2025-12-312026-01-14

ISHARES GOLD TR ISHARES GOLD TR219 sharesnew addition2025-12-312026-01-14

WING WINGSTOP INC74 shares0.00%2025-12-312026-01-14

EMR EMERSON ELEC CO132 shares0.00%2025-12-312026-01-14

TMO THERMO FISHER SCIENTIFIC INC30 shares0.00%2025-12-312026-01-14

ARKK ARK ETF TR225 shares4.65%2025-12-312026-01-14

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY49 shares0.00%2025-12-312026-01-14

XLV SELECT SECTOR SPDR TR110 shares0.00%2025-12-312026-01-14

TIP ISHARES TR151 shares0.00%2025-12-312026-01-14

MMC MARSH & MCLENNAN COS INC89 shares0.00%2025-12-312026-01-14

RPV INVESCO EXCHANGE TRADED FD T159 shares0.00%2025-12-312026-01-14

XLF SELECT SECTOR SPDR TR300 shares0.00%2025-12-312026-01-14

XYL XYLEM INC118 shares0.00%2025-12-312026-01-14

BKNG BOOKING HOLDINGS INC3 shares0.00%2025-12-312026-01-14

Sponsored

MA MASTERCARD INCORPORATED28 shares0.00%2025-12-312026-01-14

ENFR ALPS ETF TR500 shares0.00%2025-12-312026-01-14

MCK MCKESSON CORP19 shares0.00%2025-12-312026-01-14

COIN COINBASE GLOBAL INC65 shares0.00%2025-12-312026-01-14

BDX BECTON DICKINSON & CO75 shares0.00%2025-12-312026-01-14

CENCORA INC CENCORA INC43 shares0.00%2025-12-312026-01-14

HYDB ISHARES TR306 shares0.00%2025-12-312026-01-14

KRG KITE RLTY GROUP TR602 shares0.00%2025-12-312026-01-14

Sponsored

MCO MOODYS CORP28 shares0.00%2025-12-312026-01-14

AVGV AMERICAN CENTY ETF TR195 shares0.00%2025-12-312026-01-14

CTO CTO RLTY GROWTH INC NEW775 shares0.00%2025-12-312026-01-14

SPHQ INVESCO EXCHANGE TRADED FD T188 shares0.00%2025-12-312026-01-14

SPGI S&P GLOBAL INC27 shares0.00%2025-12-312026-01-14

ETH GRAYSCALE ETHEREUM MINI TR E501 shares0.00%2025-12-312026-01-14

EBS EMERGENT BIOSOLUTIONS INC1.1K shares0.00%2025-12-312026-01-14

LW LAMB WESTON HLDGS INC333 shares0.00%2025-12-312026-01-14

Sponsored

IYG ISHARES TR147 shares0.00%2025-12-312026-01-14

PEG PUBLIC SVC ENTERPRISE GRP IN168 shares0.00%2025-12-312026-01-14

PHM PULTE GROUP INC113 shares0.00%2025-12-312026-01-14

SSRM SSR MINING IN600 sharesnew addition2025-12-312026-01-14

SJM SMUCKER J M CO133 shares-2.21%2025-12-312026-01-14

VIK VIKING HOLDINGS LTD182 shares0.00%2025-12-312026-01-14

KR KROGER CO207 shares0.00%2025-12-312026-01-14

CMA COMERICA INC144 shares0.00%2025-12-312026-01-14

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD328 shares0.00%2025-12-312026-01-14

DAL DELTA AIR LINES INC DEL178 shares0.00%2025-12-312026-01-14

EEM ISHARES TR225 shares0.00%2025-12-312026-01-14

NDAQ NASDAQ INC126 shares0.00%2025-12-312026-01-14

MELI MERCADOLIBRE INC6 shares0.00%2025-12-312026-01-14

CNP CENTERPOINT ENERGY INC315 shares0.00%2025-12-312026-01-14

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC410 shares0.00%2025-12-312026-01-14

MLPX GLOBAL X FDS192 shares0.00%2025-12-312026-01-14

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T250 shares0.00%2025-12-312026-01-14

SPTM SPDR SERIES TRUST139 shares0.00%2025-12-312026-01-14

ADBE ADOBE INC32 shares0.00%2025-12-312026-01-14

LITE LUMENTUM HLDGS INC30 shares0.00%2025-12-312026-01-14

SILA SILA REALTY TRUST INC463 shares0.00%2025-12-312026-01-14

CL COLGATE PALMOLIVE CO136 shares0.00%2025-12-312026-01-14

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE385 shares120.00%2025-12-312026-01-14

VT VANGUARD INTL EQUITY INDEX F74 shares0.00%2025-12-312026-01-14

Sponsored

ITA ISHARES TR48 shares-49.47%2025-12-312026-01-14

IJJ ISHARES TR78 shares0.00%2025-12-312026-01-14

QUBT QUANTUM COMPUTING INC1.0K shares0.00%2025-12-312026-01-14

FTCS FIRST TR EXCHANGE-TRADED FD110 shares0.00%2025-12-312026-01-14

IYZ ISHARES TR300 shares0.00%2025-12-312026-01-14

MU MICRON TECHNOLOGY INC35 shares-65.00%2025-12-312026-01-14

FELV FIDELITY COVINGTON TRUST286 shares0.00%2025-12-312026-01-14

SYK STRYKER CORPORATION28 shares0.00%2025-12-312026-01-14

Sponsored

EME EMCOR GROUP INC16 shares0.00%2025-12-312026-01-14

ROL ROLLINS INC162 shares0.00%2025-12-312026-01-14

PFG PRINCIPAL FINANCIAL GROUP IN110 shares0.00%2025-12-312026-01-14

ALPS ETF TR ALPS ETF TR206 shares0.00%2025-12-312026-01-14

PTY PIMCO CORPORATE & INCOME OPP745 shares0.00%2025-12-312026-01-14

VXF VANGUARD INDEX FDS45 shares0.00%2025-12-312026-01-14

IRM IRON MTN INC DEL113 shares0.00%2025-12-312026-01-14

KIM KIMCO RLTY CORP459 shares0.00%2025-12-312026-01-14

Sponsored

OMC OMNICOM GROUP INC115 shares11.65%2025-12-312026-01-14

SO SOUTHERN CO106 shares-82.82%2025-12-312026-01-14

AMTM AMENTUM HOLDINGS INC314 shares0.00%2025-12-312026-01-14

NKE NIKE INC138 shares-4.83%2025-12-312026-01-14

BYLD ISHARES TR386 shares0.00%2025-12-312026-01-14

AMT AMERICAN TOWER CORP NEW50 shares0.00%2025-12-312026-01-14

PDN INVESCO EXCH TRADED FD TR II206 shares0.00%2025-12-312026-01-14

RWX SPDR INDEX SHS FDS309 shares0.98%2025-12-312026-01-14

Sponsored

HOG HARLEY DAVIDSON INC415 shares0.00%2025-12-312026-01-14

FCPT FOUR CORNERS PPTY TR INC365 shares0.00%2025-12-312026-01-14

CADENCE BANK CADENCE BANK195 shares0.00%2025-12-312026-01-14

WSM WILLIAMS SONOMA INC46 shares0.00%2025-12-312026-01-14

IWS ISHARES TR58 shares0.00%2025-12-312026-01-14

ATI ATI INC70 shares0.00%2025-12-312026-01-14

VOE VANGUARD INDEX FDS45 shares0.00%2025-12-312026-01-14

IYR ISHARES TR85 shares0.00%2025-12-312026-01-14

Sponsored

RKT ROCKET COS INC400 shares0.00%2025-12-312026-01-14

O REALTY INCOME CORP136 shares0.00%2025-12-312026-01-14

EQIX EQUINIX INC10 shares-37.50%2025-12-312026-01-14

RSG REPUBLIC SVCS INC36 shares0.00%2025-12-312026-01-14

REZI RESIDEO TECHNOLOGIES INC209 shares0.00%2025-12-312026-01-14

DLY DOUBLELINE YIELD OPPORTUNITI500 shares0.00%2025-12-312026-01-14

OII OCEANEERING INTL INC299 shares0.00%2025-12-312026-01-14

EQR EQUITY RESIDENTIAL111 shares0.00%2025-12-312026-01-14

Sponsored

DXPE DXP ENTERPRISES INC63 shares0.00%2025-12-312026-01-14

BLW BLACKROCK LTD DURATION INCOM500 shares0.00%2025-12-312026-01-14

JBHT HUNT J B TRANS SVCS INC35 shares0.00%2025-12-312026-01-14

TXT TEXTRON INC78 shares0.00%2025-12-312026-01-14

CNO CNO FINL GROUP INC160 shares0.00%2025-12-312026-01-14

NEA NUVEEN AMT FREE QLTY MUN INC583 shares0.00%2025-12-312026-01-14

BLOK AMPLIFY ETF TR118 shares0.00%2025-12-312026-01-14

FSCO FS CREDIT OPPORTUNITIES CORP1.1K shares0.00%2025-12-312026-01-14

Sponsored

ROP ROPER TECHNOLOGIES INC15 shares-44.44%2025-12-312026-01-14

BWMN BOWMAN CONSULTING GROUP LTD196 shares0.00%2025-12-312026-01-14

GTLS CHART INDS INC31 shares0.00%2025-12-312026-01-14

FDX FEDEX CORP22 shares-52.17%2025-12-312026-01-14

AMG AFFILIATED MANAGERS GROUP IN22 shares0.00%2025-12-312026-01-14

IHI ISHARES TR102 shares0.00%2025-12-312026-01-14

SLB SLB LIMITED159 shares0.00%2025-12-312026-01-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC70 shares0.00%2025-12-312026-01-14

Sponsored

OLN OLIN CORP285 shares0.00%2025-12-312026-01-14

F FORD MTR CO451 shares-68.88%2025-12-312026-01-14

FNDA SCHWAB STRATEGIC TR184 shares0.00%2025-12-312026-01-14

ODFL OLD DOMINION FREIGHT LINE IN36 shares0.00%2025-12-312026-01-14

EPR EPR PPTYS111 shares0.00%2025-12-312026-01-14

VFC V F CORP300 shares0.00%2025-12-312026-01-14

REGN REGENERON PHARMACEUTICALS7 shares-46.15%2025-12-312026-01-14

DVN DEVON ENERGY CORP NEW147 shares0.00%2025-12-312026-01-14

Sponsored

BALL BALL CORP100 shares0.00%2025-12-312026-01-14

FNDX SCHWAB STRATEGIC TR189 shares0.00%2025-12-312026-01-14

FITB FIFTH THIRD BANCORP109 shares-44.67%2025-12-312026-01-14

VRSK VERISK ANALYTICS INC22 shares0.00%2025-12-312026-01-14

EVR EVERCORE INC14 shares0.00%2025-12-312026-01-14

IDXX IDEXX LABS INC7 shares-50.00%2025-12-312026-01-14

BEP BROOKFIELD RENEWABLE PARTNER174 shares0.00%2025-12-312026-01-14

HCA HCA HEALTHCARE INC10 shares0.00%2025-12-312026-01-14

Sponsored

NMAX NEWSMAX INC600 shares0.00%2025-12-312026-01-14

MUR MURPHY OIL CORP146 shares0.00%2025-12-312026-01-14

HAL HALLIBURTON CO160 shares0.00%2025-12-312026-01-14

ARW ARROW ELECTRS INC41 shares-55.91%2025-12-312026-01-14

ABT ABBOTT LABS36 shares0.00%2025-12-312026-01-14

PLD PROLOGIS INC.35 shares0.00%2025-12-312026-01-14

GPC GENUINE PARTS CO36 shares0.00%2025-12-312026-01-14

UTHR UNITED THERAPEUTICS CORP DEL9 shares0.00%2025-12-312026-01-14

Sponsored

CAH CARDINAL HEALTH INC21 shares0.00%2025-12-312026-01-14

VCIT VANGUARD SCOTTSDALE FDS49 sharesnew addition2025-12-312026-01-14

CITIGROUP INC CITIGROUP INC35 shares0.00%2025-12-312026-01-14

TCBI TEXAS CAP BANCSHARES INC45 shares0.00%2025-12-312026-01-14

PNR PENTAIR PLC39 shares0.00%2025-12-312026-01-14

AVES AMERICAN CENTY ETF TR69 shares0.00%2025-12-312026-01-14

ROST ROSS STORES INC22 shares0.00%2025-12-312026-01-14

SMH VANECK ETF TRUST11 shares0.00%2025-12-312026-01-14

Sponsored

STLD STEEL DYNAMICS INC23 shares0.00%2025-12-312026-01-14

CTVA CORTEVA INC58 shares0.00%2025-12-312026-01-14

CASY CASEYS GEN STORES INC7 shares0.00%2025-12-312026-01-14

GEHC GE HEALTHCARE TECHNOLOGIES I47 shares-38.16%2025-12-312026-01-14

KTB KONTOOR BRANDS INC63 shares0.00%2025-12-312026-01-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD253 sharesnew addition2025-12-312026-01-14

ADM ARCHER DANIELS MIDLAND CO65 shares0.00%2025-12-312026-01-14

IP INTERNATIONAL PAPER CO90 shares0.00%2025-12-312026-01-14

Sponsored

ILMN ILLUMINA INC27 shares0.00%2025-12-312026-01-14

SUSA ISHARES TR25 shares0.00%2025-12-312026-01-14

NNN NNN REIT INC87 shares0.00%2025-12-312026-01-14

PUMP PROPETRO HLDG CORP362 shares0.00%2025-12-312026-01-14

WMB WILLIAMS COS INC57 shares0.00%2025-12-312026-01-14

AZO AUTOZONE INC1 shares0.00%2025-12-312026-01-14

BYD BOYD GAMING CORP39 shares0.00%2025-12-312026-01-14

CIEN CIENA CORP14 shares0.00%2025-12-312026-01-14

Sponsored

VMI VALMONT INDS INC8 shares0.00%2025-12-312026-01-14

YUM YUM BRANDS INC21 shares0.00%2025-12-312026-01-14

FLR FLUOR CORP NEW80 shares0.00%2025-12-312026-01-14

LYV LIVE NATION ENTERTAINMENT IN22 shares0.00%2025-12-312026-01-14

SF STIFEL FINL CORP25 shares0.00%2025-12-312026-01-14

ROK ROCKWELL AUTOMATION INC8 shares-52.94%2025-12-312026-01-14

JSMD JANUS DETROIT STR TR37 shares0.00%2025-12-312026-01-14

APA CORPORATION APA CORPORATION123 shares0.00%2025-12-312026-01-14

Sponsored

MATX MATSON INC24 shares-42.86%2025-12-312026-01-14

URBN URBAN OUTFITTERS INC39 shares0.00%2025-12-312026-01-14

VMC VULCAN MATLS CO10 shares0.00%2025-12-312026-01-14

CAL CALERES INC233 shares0.00%2025-12-312026-01-14

SMR NUSCALE PWR CORP200 shares0.00%2025-12-312026-01-14

GL GLOBE LIFE INC20 shares0.00%2025-12-312026-01-14

SNA SNAP ON INC8 shares0.00%2025-12-312026-01-14

VIAV VIAVI SOLUTIONS INC154 shares0.00%2025-12-312026-01-14

Sponsored

PARR PAR PAC HOLDINGS INC78 shares0.00%2025-12-312026-01-14

IQV IQVIA HLDGS INC12 shares-55.56%2025-12-312026-01-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8 shares-52.94%2025-12-312026-01-14

TDG TRANSDIGM GROUP INC2 shares0.00%2025-12-312026-01-14

DFIN DONNELLEY FINL SOLUTIONS INC55 shares0.00%2025-12-312026-01-14

SPHD INVESCO EXCH TRADED FD TR II53 shares0.00%2025-12-312026-01-14

AIG AMERICAN INTL GROUP INC27 shares0.00%2025-12-312026-01-14

LSTR LANDSTAR SYS INC16 shares0.00%2025-12-312026-01-14

Sponsored

NBIS NEBIUS GROUP N.V.25 shares0.00%2025-12-312026-01-14

AKR ACADIA RLTY TR97 shares0.00%2025-12-312026-01-14

RIVN RIVIAN AUTOMOTIVE INC100 shares0.00%2025-12-312026-01-14

ET ENERGY TRANSFER L P116 shares-72.12%2025-12-312026-01-14

FIX COMFORT SYS USA INC2 shares100.00%2025-12-312026-01-14

INSM INSMED INC10 shares0.00%2025-12-312026-01-14

DHI D R HORTON INC12 shares0.00%2025-12-312026-01-14

XLRE SELECT SECTOR SPDR TR41 shares0.00%2025-12-312026-01-14

Sponsored

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP43 shares0.00%2025-12-312026-01-14

AENT ALLIANCE ENTERTAINMENT HOLDI200 shares0.00%2025-12-312026-01-14

POOL POOL CORP7 shares0.00%2025-12-312026-01-14

XPO XPO INC10 shares0.00%2025-12-312026-01-14

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC27 sharesnew addition2025-12-312026-01-14

BHF BRIGHTHOUSE FINL INC20 shares0.00%2025-12-312026-01-14

NOK NOKIA CORP200 shares0.00%2025-12-312026-01-14

CTRA COTERRA ENERGY INC49 shares0.00%2025-12-312026-01-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD4 shares33.33%2025-12-312026-01-14

TEVA TEVA PHARMACEUTICAL INDS LTD38 shares0.00%2025-12-312026-01-14

CHIPMOS TECHNOLOGIES INC CHIPMOS TECHNOLOGIES INC39 shares0.00%2025-12-312026-01-14

IGV ISHARES TR10 shares0.00%2025-12-312026-01-14

VXUS VANGUARD STAR FDS14 shares0.00%2025-12-312026-01-14

NAVI NAVIENT CORPORATION78 shares0.00%2025-12-312026-01-14

AUR AURORA INNOVATION INC250 shares0.00%2025-12-312026-01-14

WU WESTERN UN CO100 shares0.00%2025-12-312026-01-14

Sponsored

FSLY FASTLY INC75 shares0.00%2025-12-312026-01-14

RUM RUMBLE INC100 shares0.00%2025-12-312026-01-14

KD KYNDRYL HLDGS INC20 shares0.00%2025-12-312026-01-14

DOW DOW INC20 shares0.00%2025-12-312026-01-14

OGN ORGANON & CO62 shares0.00%2025-12-312026-01-14

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC20 shares0.00%2025-12-312026-01-14

SLVM SYLVAMO CORP8 shares0.00%2025-12-312026-01-14

BBBY BED BATH & BEYOND INC64 shares0.00%2025-12-312026-01-14

Sponsored

REXR REXFORD INDL RLTY INC9 shares0.00%2025-12-312026-01-14

GRAL GRAIL INC4 shares0.00%2025-12-312026-01-14

PRSU PURSUIT ATTRACTIONS AND HOSP10 shares0.00%2025-12-312026-01-14

NSA NATIONAL STORAGE AFFILIATES12 shares0.00%2025-12-312026-01-14

Call Option Holdings

AAPL Call CallAPPLE INC200 sharesnew addition2025-12-312026-01-14

DIS Call CallDISNEY WALT CO100 shares0.00%2025-12-312026-01-14

Put Option Holdings

No put option holdings data available