The Analysis of NorthRock Partners, LLC's Holdings

Currently, NorthRock Partners, LLC holds 600 types of securities in its portfolio with a total value $5.9B. In the most recent quarter, they have increased their positions in IGF (+1.4M shares, valued at $88.7M), IWB (+218.1K shares, valued at $81.5M), N/A (+86.0K shares, valued at $54.0M); decreased their positions in NVDA (-233.0K shares, valued at $43.5M), AAPL (-121.9K shares, valued at $33.1M), N/A (-83.4K shares, valued at $26.1M); initiated new positions in IGF (+1.4M shares, valued at $88.7M), STIP (+219.6K shares, valued at $22.5M), VCSH (+146.5K shares, valued at $11.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMTG J P MORGAN EXCHANGE TRADED F9.1M shares9.51%2025-12-312026-02-17

VANGUARD INDEX FDS VANGUARD INDEX FDS554.4K shares18.37%2025-12-312026-02-17

SPYM SPDR SERIES TRUST3.8M shares3.02%2025-12-312026-02-17

VGSH VANGUARD SCOTTSDALE FDS4.7M shares7.78%2025-12-312026-02-17

SPYV SPDR SERIES TRUST4.4M shares-0.44%2025-12-312026-02-17

INVESCO QQQ TR INVESCO QQQ TR375.5K shares23.18%2025-12-312026-02-17

SPYG SPDR SERIES TRUST2.1M shares-1.77%2025-12-312026-02-17

SGOV ISHARES TR2.0M shares7.30%2025-12-312026-02-17

Sponsored

AAPL APPLE INC730.9K shares-14.29%2025-12-312026-02-17

SPY SPDR S&P 500 ETF TR290.0K shares-4.78%2025-12-312026-02-17

HEFA ISHARES TR2.7M shares51.21%2025-12-312026-02-17

IWB ISHARES TR298.8K shares270.48%2025-12-312026-02-17

MDYV SPDR SERIES TRUST1.3M shares-1.28%2025-12-312026-02-17

MDYG SPDR SERIES TRUST1.1M shares-0.28%2025-12-312026-02-17

IGF ISHARES TR1.4M sharesnew addition2025-12-312026-02-17

ROUS LATTICE STRATEGIES TR1.3M shares-18.33%2025-12-312026-02-17

Sponsored

MSFT MICROSOFT CORP148.7K shares-14.86%2025-12-312026-02-17

SLYV SPDR SERIES TRUST781.7K shares-0.83%2025-12-312026-02-17

IWR ISHARES TR718.9K shares34.76%2025-12-312026-02-17

EFA ISHARES TR682.8K shares119.68%2025-12-312026-02-17

SLYG SPDR SERIES TRUST660.4K shares0.02%2025-12-312026-02-17

JMST J P MORGAN EXCHANGE TRADED F1.2M shares14.23%2025-12-312026-02-17

NVDA NVIDIA CORPORATION322.7K shares-41.93%2025-12-312026-02-17

IEMG ISHARES INC849.7K shares49.72%2025-12-312026-02-17

Sponsored

IUSB ISHARES TR1.2M shares30.87%2025-12-312026-02-17

SPEM SPDR INDEX SHS FDS1.1M shares1.87%2025-12-312026-02-17

IWF ISHARES TR99.4K shares-10.36%2025-12-312026-02-17

IWM ISHARES TR190.5K shares1250.82%2025-12-312026-02-17

VMBS VANGUARD SCOTTSDALE FDS957.7K shares229.67%2025-12-312026-02-17

MBB ISHARES TR455.9K shares49.36%2025-12-312026-02-17

BUFR FIRST TR EXCHNG TRADED FD VI1.2M shares26.47%2025-12-312026-02-17

IEF ISHARES TR408.2K shares3190.55%2025-12-312026-02-17

Sponsored

DYNF BLACKROCK ETF TRUST573.1K shares32.89%2025-12-312026-02-17

IVE ISHARES TR163.5K shares63.63%2025-12-312026-02-17

IJR ISHARES TR277.6K shares26.10%2025-12-312026-02-17

TAFM AB ACTIVE ETFS INC1.3M shares-5.01%2025-12-312026-02-17

SPTI SPDR SERIES TRUST1.1M shares22.77%2025-12-312026-02-17

PGR PROGRESSIVE CORP134.3K shares-16.47%2025-12-312026-02-17

AGG ISHARES TR303.7K shares4830.60%2025-12-312026-02-17

VYMI VANGUARD WHITEHALL FDS335.7K shares21.51%2025-12-312026-02-17

Sponsored

PM PHILIP MORRIS INTL INC180.2K shares-5.25%2025-12-312026-02-17

VEA VANGUARD TAX-MANAGED FDS461.8K shares272.35%2025-12-312026-02-17

MDLZ MONDELEZ INTL INC518.1K shares-2.39%2025-12-312026-02-17

VTI VANGUARD INDEX FDS83.1K shares32.92%2025-12-312026-02-17

SCHZ SCHWAB STRATEGIC TR1.2M shares26.74%2025-12-312026-02-17

BDYN BLACKROCK ETF TRUST1.1M shares25.28%2025-12-312026-02-17

QQQM INVESCO EXCH TRADED FD TR II107.9K shares3190.70%2025-12-312026-02-17

AMZN AMAZON COM INC113.3K shares-42.06%2025-12-312026-02-17

Sponsored

OEF ISHARES TR70.6K shares43.19%2025-12-312026-02-17

VWO VANGUARD INTL EQUITY INDEX F445.8K shares21.67%2025-12-312026-02-17

PG PROCTER AND GAMBLE CO163.3K shares-7.24%2025-12-312026-02-17

STIP ISHARES TR219.6K sharesnew addition2025-12-312026-02-17

BIL SPDR SERIES TRUST236.5K shares-10.28%2025-12-312026-02-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL41.7K shares-25.01%2025-12-312026-02-17

ALPHABET INC ALPHABET INC65.8K shares-55.92%2025-12-312026-02-17

SPHQ INVESCO EXCHANGE TRADED FD T273.6K shares-29.04%2025-12-312026-02-17

Sponsored

ALPHABET INC ALPHABET INC62.3K shares-19.77%2025-12-312026-02-17

IVV ISHARES TR28.1K shares14.41%2025-12-312026-02-17

TSLA TESLA INC42.5K shares-40.66%2025-12-312026-02-17

XLK SELECT SECTOR SPDR TR125.4K shares267.19%2025-12-312026-02-17

BINC BLACKROCK ETF TRUST II338.4K shares54.76%2025-12-312026-02-17

JPM JPMORGAN CHASE & CO.48.6K shares-35.26%2025-12-312026-02-17

ABBV ABBVIE INC63.9K shares-23.11%2025-12-312026-02-17

MTUM ISHARES TR57.7K shares60.13%2025-12-312026-02-17

Sponsored

VB VANGUARD INDEX FDS54.0K shares2048.97%2025-12-312026-02-17

VGLT VANGUARD SCOTTSDALE FDS233.1K shares4.28%2025-12-312026-02-17

XLF SELECT SECTOR SPDR TR229.9K shares52.21%2025-12-312026-02-17

IWP ISHARES TR90.6K shares-2.08%2025-12-312026-02-17

BAI BLACKROCK ETF TRUST354.5K shares114.96%2025-12-312026-02-17

MO ALTRIA GROUP INC204.4K shares-4.91%2025-12-312026-02-17

VCSH VANGUARD SCOTTSDALE FDS146.5K sharesnew addition2025-12-312026-02-17

SCHX SCHWAB STRATEGIC TR425.9K shares3.54%2025-12-312026-02-17

Sponsored

HYLB DBX ETF TR307.7K shares88.89%2025-12-312026-02-17

VIG VANGUARD SPECIALIZED FUNDS51.4K shares2.79%2025-12-312026-02-17

KDP KEURIG DR PEPPER INC400.5K shares-3.09%2025-12-312026-02-17

META META PLATFORMS INC16.8K shares-57.27%2025-12-312026-02-17

UPS UNITED PARCEL SERVICE INC107.1K shares217.26%2025-12-312026-02-17

BDVL BLACKROCK ETF TRUST426.7K shares35.01%2025-12-312026-02-17

IGIB ISHARES TR190.9K shares28.98%2025-12-312026-02-17

ESGU ISHARES TR68.7K sharesnew addition2025-12-312026-02-17

Sponsored

ISHARES GOLD TR ISHARES GOLD TR125.0K shares30.21%2025-12-312026-02-17

IWD ISHARES TR45.8K shares22.89%2025-12-312026-02-17

VNQ VANGUARD INDEX FDS108.8K shares774.81%2025-12-312026-02-17

BNDX VANGUARD CHARLOTTE FDS197.3K shares30.82%2025-12-312026-02-17

BROADCOM INC BROADCOM INC26.8K shares-61.51%2025-12-312026-02-17

VGT VANGUARD WORLD FD12.3K shares15.49%2025-12-312026-02-17

V VISA INC25.9K shares-38.57%2025-12-312026-02-17

SOXQ INVESCO EXCH TRADED FD TR II161.8K shares22.97%2025-12-312026-02-17

Sponsored

IGEB ISHARES TR193.1K shares12.14%2025-12-312026-02-17

IEUR ISHARES TR118.2K shares29.20%2025-12-312026-02-17

IVW ISHARES TR64.2K shares6.28%2025-12-312026-02-17

VUG VANGUARD INDEX FDS15.0K shares2.91%2025-12-312026-02-17

LLY ELI LILLY & CO6.7K shares-56.49%2025-12-312026-02-17

VCIT VANGUARD SCOTTSDALE FDS83.6K sharesnew addition2025-12-312026-02-17

AMP AMERIPRISE FINL INC14.2K shares-4.83%2025-12-312026-02-17

ORCL ORACLE CORP35.7K shares-19.93%2025-12-312026-02-17

Sponsored

EFV ISHARES TR96.9K shares-1.05%2025-12-312026-02-17

ITA ISHARES TR31.6K shares97.02%2025-12-312026-02-17

JNJ JOHNSON & JOHNSON32.5K shares-33.54%2025-12-312026-02-17

CVX CHEVRON CORP NEW43.8K shares-17.86%2025-12-312026-02-17

MCD MCDONALDS CORP21.5K shares-20.63%2025-12-312026-02-17

EFG ISHARES TR56.3K shares-32.39%2025-12-312026-02-17

XLI SELECT SECTOR SPDR TR41.0K shares46.45%2025-12-312026-02-17

ESML ISHARES TR137.0K shares1365.13%2025-12-312026-02-17

Sponsored

ARTY ISHARES TR130.1K shares25.18%2025-12-312026-02-17

COST COSTCO WHSL CORP NEW7.2K shares-38.67%2025-12-312026-02-17

ESGD ISHARES TR64.6K shares229.86%2025-12-312026-02-17

XOM EXXON MOBIL CORP49.6K shares-34.73%2025-12-312026-02-17

SCHK SCHWAB STRATEGIC TR179.2K shares167.87%2025-12-312026-02-17

TECB ISHARES TR95.2K shares26.08%2025-12-312026-02-17

XLV SELECT SECTOR SPDR TR36.6K shares71.23%2025-12-312026-02-17

EMXC ISHARES INC77.9K shares0.79%2025-12-312026-02-17

Sponsored

PLTR PALANTIR TECHNOLOGIES INC31.7K shares-36.01%2025-12-312026-02-17

KHC KRAFT HEINZ CO229.7K shares-2.19%2025-12-312026-02-17

AXP AMERICAN EXPRESS CO14.4K shares-33.52%2025-12-312026-02-17

IBM INTERNATIONAL BUSINESS MACHS17.7K shares-31.45%2025-12-312026-02-17

NFLX NETFLIX INC55.0K shares457.34%2025-12-312026-02-17

WFC WELLS FARGO CO NEW54.0K shares-38.83%2025-12-312026-02-17

CAT CATERPILLAR INC8.7K shares-30.27%2025-12-312026-02-17

IEFA ISHARES TR55.1K shares11.26%2025-12-312026-02-17

Sponsored

ABT ABBOTT LABS38.8K shares-29.23%2025-12-312026-02-17

SPBO SPDR SERIES TRUST164.0K shares19.90%2025-12-312026-02-17

IYW ISHARES TR24.1K shares-46.76%2025-12-312026-02-17

VEEV VEEVA SYS INC21.5K shares751.03%2025-12-312026-02-17

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-12-312026-02-17

SYK STRYKER CORPORATION12.8K shares-26.59%2025-12-312026-02-17

VXF VANGUARD INDEX FDS21.3K shares6.88%2025-12-312026-02-17

DFAC DIMENSIONAL ETF TRUST112.3K shares303.00%2025-12-312026-02-17

Sponsored

AMD ADVANCED MICRO DEVICES INC20.6K shares-42.00%2025-12-312026-02-17

WMT WALMART INC39.3K shares-51.27%2025-12-312026-02-17

BAC BANK AMERICA CORP79.0K shares-40.52%2025-12-312026-02-17

SDY SPDR SERIES TRUST30.2K shares1.22%2025-12-312026-02-17

EAGG ISHARES TR87.6K sharesnew addition2025-12-312026-02-17

EMB ISHARES TR42.1K shares49.90%2025-12-312026-02-17

LMT LOCKHEED MARTIN CORP8.1K shares-17.96%2025-12-312026-02-17

BA BOEING CO18.0K shares-26.29%2025-12-312026-02-17

Sponsored

HWKN HAWKINS INC27.1K shares-0.01%2025-12-312026-02-17

IGHG PROSHARES TR48.7K shares12.60%2025-12-312026-02-17

GOVT ISHARES TR165.6K shares37.08%2025-12-312026-02-17

XLC SELECT SECTOR SPDR TR31.9K shares-14.77%2025-12-312026-02-17

SUSA ISHARES TR26.8K shares47.51%2025-12-312026-02-17

SCHO SCHWAB STRATEGIC TR150.3K shares3.30%2025-12-312026-02-17

CSCO CISCO SYS INC46.8K shares-29.94%2025-12-312026-02-17

PEP PEPSICO INC25.2K shares-41.91%2025-12-312026-02-17

Sponsored

HD HOME DEPOT INC10.3K shares-51.43%2025-12-312026-02-17

SCHM SCHWAB STRATEGIC TR116.0K shares0.37%2025-12-312026-02-17

DGRO ISHARES TR48.7K shares-28.64%2025-12-312026-02-17

USFR WISDOMTREE TR64.8K shares33.78%2025-12-312026-02-17

FLOT ISHARES TR63.9K shares19.94%2025-12-312026-02-17

TQQQ PROSHARES TR60.7K shares49.97%2025-12-312026-02-17

SYSB ISHARES TR35.6K sharesnew addition2025-12-312026-02-17

CRM SALESFORCE INC11.9K shares-45.40%2025-12-312026-02-17

Sponsored

XLY SELECT SECTOR SPDR TR25.9K shares146.38%2025-12-312026-02-17

RTX RTX CORPORATION16.5K shares-45.91%2025-12-312026-02-17

QEFA SPDR INDEX SHS FDS33.1K shares-7.37%2025-12-312026-02-17

VO VANGUARD INDEX FDS10.3K shares88.54%2025-12-312026-02-17

XLE SELECT SECTOR SPDR TR66.8K shares232.40%2025-12-312026-02-17

ESTA ESTABLISHMENT LABS HLDGS INC40.9K shares-4.66%2025-12-312026-02-17

FDIV EA SERIES TRUST108.9K shares0.62%2025-12-312026-02-17

PAVE GLOBAL X FDS59.1K shares26.74%2025-12-312026-02-17

Sponsored

IYY ISHARES TR16.9K shares0.92%2025-12-312026-02-17

QUAL ISHARES TR14.1K shares-8.68%2025-12-312026-02-17

ABNB AIRBNB INC20.4K shares-25.31%2025-12-312026-02-17

S SENTINELONE INC180.0K shares-1.56%2025-12-312026-02-17

DIS DISNEY WALT CO23.3K shares-35.96%2025-12-312026-02-17

MA MASTERCARD INCORPORATED4.6K shares-65.98%2025-12-312026-02-17

GE AEROSPACE GE AEROSPACE8.4K shares-60.07%2025-12-312026-02-17

IJT ISHARES TR18.2K shares-2.18%2025-12-312026-02-17

Sponsored

BND VANGUARD BD INDEX FDS34.6K shares441.29%2025-12-312026-02-17

GIS GENERAL MLS INC55.0K shares-4.61%2025-12-312026-02-17

IJH ISHARES TR38.6K shares-11.70%2025-12-312026-02-17

GLW CORNING INC28.4K shares-8.61%2025-12-312026-02-17

QLTA ISHARES TR51.5K shares40.83%2025-12-312026-02-17

SUSB ISHARES TR97.8K sharesnew addition2025-12-312026-02-17

SPSM SPDR SERIES TRUST52.3K shares0.88%2025-12-312026-02-17

MDY SPDR S&P MIDCAP 400 ETF TR4.1K shares12.89%2025-12-312026-02-17

Sponsored

GS GOLDMAN SACHS GROUP INC2.7K shares-2.33%2025-12-312026-02-17

IHAK ISHARES TR47.3K shares28.48%2025-12-312026-02-17

UNH UNITEDHEALTH GROUP INC6.8K shares-61.56%2025-12-312026-02-17

TGT TARGET CORP22.8K shares-27.50%2025-12-312026-02-17

BMO BANK MONTREAL QUE17.2K shares-2.24%2025-12-312026-02-17

ITW ILLINOIS TOOL WKS INC8.9K shares-28.05%2025-12-312026-02-17

DMXF ISHARES TR28.3K shares952.70%2025-12-312026-02-17

SCHQ SCHWAB STRATEGIC TR65.7K shares123.59%2025-12-312026-02-17

Sponsored

VXUS VANGUARD STAR FDS27.4K shares6.05%2025-12-312026-02-17

DE DEERE & CO4.4K shares-18.64%2025-12-312026-02-17

DVY ISHARES TR14.3K shares20.72%2025-12-312026-02-17

MERCK & CO INC MERCK & CO INC19.3K shares-57.22%2025-12-312026-02-17

TLH ISHARES TR19.5K shares132.27%2025-12-312026-02-17

XVV ISHARES TR37.4K shares12.00%2025-12-312026-02-17

GLD SPDR GOLD TR4.9K shares11.53%2025-12-312026-02-17

CRWD CROWDSTRIKE HLDGS INC4.1K shares-38.12%2025-12-312026-02-17

Sponsored

SCHF SCHWAB STRATEGIC TR79.7K shares29.51%2025-12-312026-02-17

KO COCA COLA CO27.1K shares-51.28%2025-12-312026-02-17

IGV ISHARES TR17.9K shares23.53%2025-12-312026-02-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.8K shares18.72%2025-12-312026-02-17

NULG NUSHARES ETF TR19.0K shares-3.53%2025-12-312026-02-17

VBR VANGUARD INDEX FDS8.8K shares-3.95%2025-12-312026-02-17

MMM 3M CO11.5K shares-35.34%2025-12-312026-02-17

GEV GE VERNOVA INC2.8K shares-55.89%2025-12-312026-02-17

Sponsored

HNGE HINGE HEALTH INC39.2K sharesnew addition2025-12-312026-02-17

RBLX ROBLOX CORP22.4K shares2.10%2025-12-312026-02-17

VCLT VANGUARD SCOTTSDALE FDS23.8K shares5.14%2025-12-312026-02-17

VGK VANGUARD INTL EQUITY INDEX F21.5K shares48.97%2025-12-312026-02-17

SO SOUTHERN CO20.5K shares-19.53%2025-12-312026-02-17

USB US BANCORP DEL33.7K shares-46.26%2025-12-312026-02-17

QLYS QUALYS INC13.4K shares-16.58%2025-12-312026-02-17

DLTR DOLLAR TREE INC14.3K shares-21.34%2025-12-312026-02-17

Sponsored

USMV ISHARES TR18.7K shares2.11%2025-12-312026-02-17

TWLO TWILIO INC12.4K sharesnew addition2025-12-312026-02-17

MCK MCKESSON CORP2.1K shares-5.14%2025-12-312026-02-17

MS MORGAN STANLEY9.7K shares-60.68%2025-12-312026-02-17

NVDU DIREXION SHS ETF TR14.4K shares0.00%2025-12-312026-02-17

EWJ ISHARES INC20.7K sharesnew addition2025-12-312026-02-17

XAR SPDR SERIES TRUST6.9K shares32.08%2025-12-312026-02-17

SNPE DBX ETF TR26.5K shares11.62%2025-12-312026-02-17

Sponsored

OTF BLUE OWL TECHNOLOGY FIN CORP108.8K shares643.95%2025-12-312026-02-17

NOC NORTHROP GRUMMAN CORP2.7K shares-41.85%2025-12-312026-02-17

VGIT VANGUARD SCOTTSDALE FDS25.8K sharesnew addition2025-12-312026-02-17

ESGE ISHARES INC35.0K shares93.53%2025-12-312026-02-17

KLAC KLA CORP1.3K shares-62.64%2025-12-312026-02-17

IYR ISHARES TR16.2K sharesnew addition2025-12-312026-02-17

AEIS ADVANCED ENERGY INDS7.1K shares-10.62%2025-12-312026-02-17

WPC WP CAREY INC22.9K shares14.32%2025-12-312026-02-17

Sponsored

DSI ISHARES TR11.4K shares44.78%2025-12-312026-02-17

SBUX STARBUCKS CORP17.4K shares-41.41%2025-12-312026-02-17

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-60.17%2025-12-312026-02-17

LOW LOWES COS INC5.9K shares-51.03%2025-12-312026-02-17

SMLV SPDR SERIES TRUST10.8K shares14.75%2025-12-312026-02-17

EW EDWARDS LIFESCIENCES CORP16.6K shares-34.95%2025-12-312026-02-17

VZ VERIZON COMMUNICATIONS INC34.7K shares-44.65%2025-12-312026-02-17

AMAT APPLIED MATLS INC5.5K shares-63.29%2025-12-312026-02-17

Sponsored

SPTM SPDR SERIES TRUST16.8K shares2.43%2025-12-312026-02-17

SCHA SCHWAB STRATEGIC TR48.6K shares22.18%2025-12-312026-02-17

ITOT ISHARES TR9.3K shares11.11%2025-12-312026-02-17

IBIT ISHARES BITCOIN TRUST ETF27.8K shares100.85%2025-12-312026-02-17

CMA COMERICA INC15.3K shares142.70%2025-12-312026-02-17

ICVT ISHARES TR13.4K shares96.59%2025-12-312026-02-17

QUS SPDR SERIES TRUST7.5K shares17.71%2025-12-312026-02-17

CENTA CENTRAL GARDEN & PET CO43.4K shares-11.03%2025-12-312026-02-17

Sponsored

EPD ENTERPRISE PRODS PARTNERS L38.7K shares2.97%2025-12-312026-02-17

CART MAPLEBEAR INC27.5K shares0.16%2025-12-312026-02-17

ALL ALLSTATE CORP5.9K shares-38.99%2025-12-312026-02-17

EEM ISHARES TR22.5K shares-4.72%2025-12-312026-02-17

COF CAPITAL ONE FINL CORP5.0K shares-68.88%2025-12-312026-02-17

HON HONEYWELL INTL INC6.2K shares-53.25%2025-12-312026-02-17

VONV VANGUARD SCOTTSDALE FDS12.9K shares1.45%2025-12-312026-02-17

FALN ISHARES TR43.6K shares-55.60%2025-12-312026-02-17

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DHR DANAHER CORPORATION5.2K shares-57.60%2025-12-312026-02-17

MEDTRONIC PLC MEDTRONIC PLC12.3K shares-29.56%2025-12-312026-02-17

INTC INTEL CORP31.5K shares-62.12%2025-12-312026-02-17

SPGI S&P GLOBAL INC2.2K shares-60.91%2025-12-312026-02-17

WEC ENERGY GROUP INC WEC ENERGY GROUP INC10.8K shares-38.04%2025-12-312026-02-17

AON PLC AON PLC3.2K shares-38.75%2025-12-312026-02-17

QCOM QUALCOMM INC6.5K shares-60.09%2025-12-312026-02-17

IYH ISHARES TR17.0K shares-4.23%2025-12-312026-02-17

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CLOA BLACKROCK ETF TRUST II21.2K shares155.26%2025-12-312026-02-17

SPOT SPOTIFY TECHNOLOGY S A1.9K shares94.54%2025-12-312026-02-17

TSM TAIWAN SEMICONDUCTOR MFG LTD3.6K shares-26.48%2025-12-312026-02-17

ADBE ADOBE INC3.1K shares-52.39%2025-12-312026-02-17

IWS ISHARES TR7.6K shares-1.61%2025-12-312026-02-17

MSM MSC INDL DIRECT INC12.6K sharesnew addition2025-12-312026-02-17

VYM VANGUARD WHITEHALL FDS7.3K shares-8.81%2025-12-312026-02-17

UNP UNION PAC CORP4.5K shares-55.43%2025-12-312026-02-17

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BLACKSTONE INC BLACKSTONE INC6.8K shares-51.91%2025-12-312026-02-17

GBTC GRAYSCALE BITCOIN TRUST ETF15.2K shares0.72%2025-12-312026-02-17

ADI ANALOG DEVICES INC3.8K shares-56.27%2025-12-312026-02-17

T AT&T INC41.1K shares-59.07%2025-12-312026-02-17

USIG ISHARES TR19.6K shares11.10%2025-12-312026-02-17

ACM AECOM10.6K shares-6.51%2025-12-312026-02-17

VTV VANGUARD INDEX FDS5.3K shares-7.24%2025-12-312026-02-17

IXUS ISHARES TR11.9K shares9.64%2025-12-312026-02-17

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CTAS CINTAS CORP5.3K shares-41.55%2025-12-312026-02-17

SCHG SCHWAB STRATEGIC TR30.4K shares-9.92%2025-12-312026-02-17

CPS COOPER STD HLDGS INC30.0K sharesnew addition2025-12-312026-02-17

DIVB ISHARES TR18.5K shares1.23%2025-12-312026-02-17

SOFI SOFI TECHNOLOGIES INC37.5K shares11.25%2025-12-312026-02-17

SHOP SHOPIFY INC6.1K shares-22.52%2025-12-312026-02-17

VV VANGUARD INDEX FDS3.1K shares46.38%2025-12-312026-02-17

ONON ON HLDG AG20.8K shares299.54%2025-12-312026-02-17

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AMGN AMGEN INC2.9K shares-64.95%2025-12-312026-02-17

IWO ISHARES TR2.9K shares-2.32%2025-12-312026-02-17

TRV TRAVELERS COMPANIES INC3.2K shares-40.17%2025-12-312026-02-17

BKNG BOOKING HOLDINGS INC172 shares-70.14%2025-12-312026-02-17

DFUS DIMENSIONAL ETF TRUST12.3K shares10.96%2025-12-312026-02-17

IWN ISHARES TR5.0K shares27.81%2025-12-312026-02-17

XEL XCEL ENERGY INC12.2K shares-38.46%2025-12-312026-02-17

CITIGROUP INC CITIGROUP INC7.7K shares-67.61%2025-12-312026-02-17

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COP CONOCOPHILLIPS9.5K shares-48.78%2025-12-312026-02-17

VTIP VANGUARD MALVERN FDS18.0K shares-67.46%2025-12-312026-02-17

NEE NEXTERA ENERGY INC10.9K shares-65.68%2025-12-312026-02-17

TT TRANE TECHNOLOGIES PLC2.2K shares2.09%2025-12-312026-02-17

ISRG INTUITIVE SURGICAL INC1.5K shares-64.93%2025-12-312026-02-17

FNDF SCHWAB STRATEGIC TR18.9K shares14.52%2025-12-312026-02-17

MGEE MGE ENERGY INC10.9K shares-2.27%2025-12-312026-02-17

NULV NUSHARES ETF TR18.9K shares-0.13%2025-12-312026-02-17

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L LOEWS CORP8.1K shares58.65%2025-12-312026-02-17

DFUV DIMENSIONAL ETF TRUST18.1K shares30.52%2025-12-312026-02-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.7K shares44.10%2025-12-312026-02-17

QDEL QUIDELORTHO CORP28.9K shares-0.14%2025-12-312026-02-17

BLACKROCK INC BLACKROCK INC748 shares-62.84%2025-12-312026-02-17

DAL DELTA AIR LINES INC DEL11.4K shares-53.04%2025-12-312026-02-17

O REALTY INCOME CORP13.8K shares-52.40%2025-12-312026-02-17

AIZ ASSURANT INC3.2K shares-18.58%2025-12-312026-02-17

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SCHW SCHWAB CHARLES CORP7.7K shares-47.75%2025-12-312026-02-17

CEG CONSTELLATION ENERGY CORP2.2K shares-53.87%2025-12-312026-02-17

APG API GROUP CORP20.0K shares13.97%2025-12-312026-02-17

PANW PALO ALTO NETWORKS INC4.1K shares-63.83%2025-12-312026-02-17

SCHB SCHWAB STRATEGIC TR28.6K shares42.43%2025-12-312026-02-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K shares-50.08%2025-12-312026-02-17

PSX PHILLIPS 665.7K shares-39.79%2025-12-312026-02-17

THE CIGNA GROUP THE CIGNA GROUP2.7K shares-43.08%2025-12-312026-02-17

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NKE NIKE INC11.5K shares-46.73%2025-12-312026-02-17

IHI ISHARES TR11.7K shares0.00%2025-12-312026-02-17

VOT VANGUARD INDEX FDS2.6K shares28.16%2025-12-312026-02-17

TMUS T-MOBILE US INC3.5K shares-56.46%2025-12-312026-02-17

ECL ECOLAB INC2.7K shares-60.78%2025-12-312026-02-17

XJH ISHARES TR15.5K shares2.42%2025-12-312026-02-17

EMR EMERSON ELEC CO5.2K shares-45.55%2025-12-312026-02-17

JPIE J P MORGAN EXCHANGE TRADED F14.9K shares1.67%2025-12-312026-02-17

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WM WASTE MGMT INC DEL3.1K shares-53.11%2025-12-312026-02-17

PKW INVESCO EXCHANGE TRADED FD T5.0K shares-0.02%2025-12-312026-02-17

OTTR OTTER TAIL CORP8.2K shares-0.42%2025-12-312026-02-17

PCG PG&E CORP41.7K shares-55.40%2025-12-312026-02-17

IDXX IDEXX LABS INC981 shares-53.37%2025-12-312026-02-17

CL COLGATE PALMOLIVE CO8.4K shares-45.11%2025-12-312026-02-17

SMH VANECK ETF TRUST1.8K sharesnew addition2025-12-312026-02-17

SRE SEMPRA7.4K shares-42.24%2025-12-312026-02-17

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GGG GRACO INC7.9K shares-12.61%2025-12-312026-02-17

APH AMPHENOL CORP NEW4.7K shares-79.37%2025-12-312026-02-17

BBAR BANCO BBVA ARGENTINA S A35.0K shares0.00%2025-12-312026-02-17

MSI MOTOROLA SOLUTIONS INC1.6K shares-56.75%2025-12-312026-02-17

SCHE SCHWAB STRATEGIC TR18.5K sharesnew addition2025-12-312026-02-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.2K shares-33.99%2025-12-312026-02-17

LINDE PLC LINDE PLC1.4K shares-76.26%2025-12-312026-02-17

VCR VANGUARD WORLD FD1.5K sharesnew addition2025-12-312026-02-17

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NFRA FLEXSHARES TR9.9K shares0.00%2025-12-312026-02-17

DGRW WISDOMTREE TR6.7K shares-15.16%2025-12-312026-02-17

HDV ISHARES TR4.9K shares0.00%2025-12-312026-02-17

NDAQ NASDAQ INC6.1K shares-58.87%2025-12-312026-02-17

KMB KIMBERLY-CLARK CORP5.9K shares-28.44%2025-12-312026-02-17

SHV ISHARES TR5.3K shares16.10%2025-12-312026-02-17

SPYD SPDR SERIES TRUST13.6K shares0.21%2025-12-312026-02-17

VPL VANGUARD INTL EQUITY INDEX F6.4K sharesnew addition2025-12-312026-02-17

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IGM ISHARES TR4.4K shares79.82%2025-12-312026-02-17

ASML ASML HOLDING N V530 shares-21.71%2025-12-312026-02-17

CMC COMMERCIAL METALS CO8.2K shares6.41%2025-12-312026-02-17

CGW INVESCO EXCH TRADED FD TR II8.9K shares98.66%2025-12-312026-02-17

SCHR SCHWAB STRATEGIC TR22.3K shares179.66%2025-12-312026-02-17

VEU VANGUARD INTL EQUITY INDEX F7.6K shares-4.71%2025-12-312026-02-17

NIC NICOLET BANKSHARES INC4.5K shares2.70%2025-12-312026-02-17

INSM INSMED INC3.1K sharesnew addition2025-12-312026-02-17

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BMA BANCO MACRO SA6.0K shares0.00%2025-12-312026-02-17

IQLT ISHARES TR11.7K shares70.47%2025-12-312026-02-17

SCHV SCHWAB STRATEGIC TR17.9K shares0.12%2025-12-312026-02-17

VBK VANGUARD INDEX FDS1.8K shares36.39%2025-12-312026-02-17

EATON CORP PLC EATON CORP PLC1.7K shares-72.37%2025-12-312026-02-17

UBER UBER TECHNOLOGIES INC6.4K shares-79.63%2025-12-312026-02-17

MGK VANGUARD WORLD FD1.3K shares79.07%2025-12-312026-02-17

PFE PFIZER INC20.8K shares-72.76%2025-12-312026-02-17

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MGC VANGUARD WORLD FD2.0K shares59.69%2025-12-312026-02-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares-70.89%2025-12-312026-02-17

MUB ISHARES TR4.6K shares57.61%2025-12-312026-02-17

TXN TEXAS INSTRS INC2.9K shares-68.07%2025-12-312026-02-17

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-68.57%2025-12-312026-02-17

GAB GABELLI EQUITY TR INC79.7K shares-3.35%2025-12-312026-02-17

VOE VANGUARD INDEX FDS2.8K shares-0.22%2025-12-312026-02-17

DXPE DXP ENTERPRISES INC4.4K shares-1.84%2025-12-312026-02-17

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MELI MERCADOLIBRE INC240 shares-5.14%2025-12-312026-02-17

AJG GALLAGHER ARTHUR J & CO1.9K shares-41.46%2025-12-312026-02-17

CELC CELCUITY INC4.9K shares-18.47%2025-12-312026-02-17

FSK FS KKR CAP CORP32.7K shares-2.81%2025-12-312026-02-17

INTU INTUIT728 shares-84.27%2025-12-312026-02-17

IYF ISHARES TR3.7K shares-0.03%2025-12-312026-02-17

GBIL GOLDMAN SACHS ETF TR4.8K sharesnew addition2025-12-312026-02-17

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.6K shares-2.18%2025-12-312026-02-17

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HEDJ WISDOMTREE TR8.9K sharesnew addition2025-12-312026-02-17

PLD PROLOGIS INC.3.7K shares-68.45%2025-12-312026-02-17

LH LABCORP HOLDINGS INC1.9K shares-33.96%2025-12-312026-02-17

ARISTA NETWORKS INC ARISTA NETWORKS INC3.6K shares-82.15%2025-12-312026-02-17

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-57.20%2025-12-312026-02-17

IGOV ISHARES TR11.2K sharesnew addition2025-12-312026-02-17

BALI BLACKROCK ETF TRUST14.6K shares34.93%2025-12-312026-02-17

CMI CUMMINS INC905 shares-57.51%2025-12-312026-02-17

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MMC MARSH & MCLENNAN COS INC2.5K shares-67.14%2025-12-312026-02-17

CMCSA COMCAST CORP NEW17.8K shares-58.60%2025-12-312026-02-17

AMT AMERICAN TOWER CORP NEW2.7K shares-65.16%2025-12-312026-02-17

J JACOBS SOLUTIONS INC3.4K shares-35.15%2025-12-312026-02-17

GPK GRAPHIC PACKAGING HLDG CO29.9K shares-11.32%2025-12-312026-02-17

CME CME GROUP INC1.6K shares-48.28%2025-12-312026-02-17

MU MICRON TECHNOLOGY INC1.6K shares-90.30%2025-12-312026-02-17

EMLC VANECK ETF TRUST17.2K sharesnew addition2025-12-312026-02-17

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ROST ROSS STORES INC2.5K shares-71.39%2025-12-312026-02-17

FLEX FLEX LTD7.3K shares-10.08%2025-12-312026-02-17

MAR MARRIOTT INTL INC NEW1.4K shares-70.25%2025-12-312026-02-17

PWB INVESCO EXCHANGE TRADED FD T3.4K shares0.00%2025-12-312026-02-17

CARR CARRIER GLOBAL CORPORATION8.1K shares-44.98%2025-12-312026-02-17

BABA ALIBABA GROUP HLDG LTD2.9K shares0.73%2025-12-312026-02-17

SHW SHERWIN WILLIAMS CO1.3K shares-68.31%2025-12-312026-02-17

CRH PLC CRH PLC3.4K shares35.20%2025-12-312026-02-17

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STPZ PIMCO ETF TR7.8K sharesnew addition2025-12-312026-02-17

MPC MARATHON PETE CORP2.6K shares-70.39%2025-12-312026-02-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares-68.73%2025-12-312026-02-17

XYZ BLOCK INC6.3K shares-31.67%2025-12-312026-02-17

PHO INVESCO EXCHANGE TRADED FD T5.8K shares9.33%2025-12-312026-02-17

ROK ROCKWELL AUTOMATION INC1.1K shares1.25%2025-12-312026-02-17

EMHY ISHARES INC10.1K shares-54.64%2025-12-312026-02-17

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.6K shares-38.09%2025-12-312026-02-17

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UNM UNUM GROUP5.2K shares-38.01%2025-12-312026-02-17

SHEL SHELL PLC5.5K sharesnew addition2025-12-312026-02-17

SPYX SPDR SERIES TRUST7.2K shares0.00%2025-12-312026-02-17

FCX FREEPORT-MCMORAN INC7.9K shares-75.21%2025-12-312026-02-17

CB CHUBB LIMITED1.3K shares-80.12%2025-12-312026-02-17

TSN TYSON FOODS INC6.8K shares-75.06%2025-12-312026-02-17

ROCKET LAB CORP ROCKET LAB CORP5.7K shares1.98%2025-12-312026-02-17

SNOW SNOWFLAKE INC1.8K shares-66.42%2025-12-312026-02-17

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ET ENERGY TRANSFER L P23.8K shares-42.46%2025-12-312026-02-17

IWV ISHARES TR1.0K shares-10.71%2025-12-312026-02-17

CMG CHIPOTLE MEXICAN GRILL INC10.4K shares-41.30%2025-12-312026-02-17

XLP SELECT SECTOR SPDR TR4.9K shares31.41%2025-12-312026-02-17

GIB CGI INC4.1K shares0.00%2025-12-312026-02-17

ICE INTERCONTINENTAL EXCHANGE IN2.3K shares-75.71%2025-12-312026-02-17

SCHD SCHWAB STRATEGIC TR13.7K shares-1.27%2025-12-312026-02-17

PAYX PAYCHEX INC3.4K shares-38.24%2025-12-312026-02-17

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QAI NEW YORK LIFE INVESTMENTS ET11.2K shares1.50%2025-12-312026-02-17

WPM WHEATON PRECIOUS METALS CORP3.2K shares59.08%2025-12-312026-02-17

BK BANK NEW YORK MELLON CORP3.2K shares-71.65%2025-12-312026-02-17

WBS WEBSTER FINL CORP6.0K shares-50.76%2025-12-312026-02-17

WAT WATERS CORP984 shares3.58%2025-12-312026-02-17

RSPT INVESCO EXCHANGE TRADED FD T8.2K shares-5.49%2025-12-312026-02-17

ARCC ARES CAPITAL CORP18.3K shares1.91%2025-12-312026-02-17

OTIS OTIS WORLDWIDE CORP4.2K shares-60.39%2025-12-312026-02-17

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LRGF ISHARES TR5.2K shares-0.02%2025-12-312026-02-17

FNDA SCHWAB STRATEGIC TR11.5K shares67.66%2025-12-312026-02-17

LBRDK LIBERTY BROADBAND CORP7.5K shares31.09%2025-12-312026-02-17

XMMO INVESCO EXCHANGE TRADED FD T2.6K shares-0.04%2025-12-312026-02-17

PINS PINTEREST INC13.6K shares-36.29%2025-12-312026-02-17

SONY SONY GROUP CORP13.7K shares80.56%2025-12-312026-02-17

GWW WW GRAINGER INC345 shares-53.82%2025-12-312026-02-17

XLSR SSGA ACTIVE TR5.5K shares-19.30%2025-12-312026-02-17

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ARKB ARK 21SHARES BITCOIN ETF11.9K shares0.00%2025-12-312026-02-17

CVNA CARVANA CO815 sharesnew addition2025-12-312026-02-17

AFG AMERICAN FINL GROUP INC OHIO2.5K shares-38.10%2025-12-312026-02-17

VDC VANGUARD WORLD FD1.6K shares18.57%2025-12-312026-02-17

BMY BRISTOL-MYERS SQUIBB CO6.3K shares-80.83%2025-12-312026-02-17

SJM SMUCKER J M CO3.5K shares47.52%2025-12-312026-02-17

NSC NORFOLK SOUTHN CORP1.2K shares-65.64%2025-12-312026-02-17

BEN FRANKLIN RESOURCES INC14.1K shares-15.33%2025-12-312026-02-17

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FEZ SPDR INDEX SHS FDS5.2K shares-53.70%2025-12-312026-02-17

MCO MOODYS CORP649 shares-73.98%2025-12-312026-02-17

TJX TJX COS INC NEW2.2K shares-87.87%2025-12-312026-02-17

PSA PUBLIC STORAGE OPER CO1.3K shares-69.91%2025-12-312026-02-17

VONG VANGUARD SCOTTSDALE FDS2.7K shares-7.66%2025-12-312026-02-17

RH RH1.8K shares-4.47%2025-12-312026-02-17

GGAL GRUPO FINANCIERO GALICIA S.A6.1K sharesnew addition2025-12-312026-02-17

FLMI FRANKLIN TEMPLETON ETF TR13.1K sharesnew addition2025-12-312026-02-17

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IJS ISHARES TR2.9K shares0.00%2025-12-312026-02-17

VRT VERTIV HOLDINGS CO2.0K shares-38.23%2025-12-312026-02-17

NVS NOVARTIS AG2.4K shares23.00%2025-12-312026-02-17

D DOMINION ENERGY INC5.5K shares-66.08%2025-12-312026-02-17

SPMD SPDR SERIES TRUST5.5K shares-6.59%2025-12-312026-02-17

IYM ISHARES TR2.1K shares-0.05%2025-12-312026-02-17

ZTS ZOETIS INC2.5K shares-68.98%2025-12-312026-02-17

DFAS DIMENSIONAL ETF TRUST4.5K shares13.75%2025-12-312026-02-17

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GILD GILEAD SCIENCES INC2.6K shares-83.62%2025-12-312026-02-17

BOKF BOK FINL CORP2.7K shares-0.34%2025-12-312026-02-17

NVO NOVO-NORDISK A S6.2K shares15.95%2025-12-312026-02-17

SPGP INVESCO EXCHANGE TRADED FD T2.8K sharesnew addition2025-12-312026-02-17

SPG SIMON PPTY GROUP INC NEW1.7K shares-65.49%2025-12-312026-02-17

DIA SPDR DOW JONES INDL AVERAGE640 shares-40.58%2025-12-312026-02-17

JEPI J P MORGAN EXCHANGE TRADED F5.4K shares-16.34%2025-12-312026-02-17

PRU PRUDENTIAL FINL INC2.7K shares-63.14%2025-12-312026-02-17

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APD AIR PRODS & CHEMS INC1.2K shares-63.74%2025-12-312026-02-17

AVUS AMERICAN CENTY ETF TR2.7K shares0.00%2025-12-312026-02-17

BAX BAXTER INTL INC15.6K shares-19.38%2025-12-312026-02-17

CDNS CADENCE DESIGN SYSTEM INC952 shares-76.57%2025-12-312026-02-17

FTEC FIDELITY COVINGTON TRUST1.3K sharesnew addition2025-12-312026-02-17

ASTS AST SPACEMOBILE INC4.1K sharesnew addition2025-12-312026-02-17

FDL FIRST TR EXCHANGE-TRADED FD6.6K shares-11.99%2025-12-312026-02-17

AIG AMERICAN INTL GROUP INC3.4K shares-71.54%2025-12-312026-02-17

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RGLD ROYAL GOLD INC1.3K shares-35.43%2025-12-312026-02-17

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SHY ISHARES TR3.5K shares-10.18%2025-12-312026-02-17

PWZ INVESCO EXCH TRADED FD TR II12.0K shares0.00%2025-12-312026-02-17

CENCORA INC CENCORA INC857 shares-72.87%2025-12-312026-02-17

GM GENERAL MTRS CO3.5K shares-86.79%2025-12-312026-02-17

DON WISDOMTREE TR5.6K shares-3.39%2025-12-312026-02-17

EWU ISHARES TR6.5K sharesnew addition2025-12-312026-02-17

Sponsored

CR CRANE COMPANY1.6K shares-29.27%2025-12-312026-02-17

JPIN J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2025-12-312026-02-17

HYDB ISHARES TR6.0K shares-49.49%2025-12-312026-02-17

DIAL COLUMBIA ETF TR I15.4K shares0.00%2025-12-312026-02-17

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.2K shares-52.08%2025-12-312026-02-17

CVS CVS HEALTH CORP3.5K shares-75.69%2025-12-312026-02-17

HP INC HP INC12.7K shares-17.79%2025-12-312026-02-17

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.8K shares-26.81%2025-12-312026-02-17

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C11.6K shares-3.88%2025-12-312026-02-17

ACWV ISHARES INC2.3K sharesnew addition2025-12-312026-02-17

JCI JOHNSON CTLS INTL PLC2.3K shares-82.32%2025-12-312026-02-17

NVT NVENT ELECTRIC PLC2.6K shares-53.08%2025-12-312026-02-17

Call Option Holdings

AMZN Call CallAMAZON COM INC1.5K sharesnew addition2025-12-312026-02-17

MSFT Call CallMICROSOFT CORP500 shares-75.00%2025-12-312026-02-17

SPY Call CallSPDR S&P 500 ETF TR200 shares-60.00%2025-12-312026-02-17

BERKSHIRE HATHAWAY INC DEL Call CallBERKSHIRE HATHAWAY INC DEL200 shares0.00%2025-12-312026-02-17

TSM Call CallTAIWAN SEMICONDUCTOR MFG LTD300 shares0.00%2025-12-312026-02-17

APP Call CallAPPLOVIN CORP100 sharesnew addition2025-12-312026-02-17

RIVN Call CallRIVIAN AUTOMOTIVE INC3.0K shares0.00%2025-12-312026-02-17

BAC Call CallBANK AMERICA CORP1.0K sharesnew addition2025-12-312026-02-17

AAPL Call CallAPPLE INC200 sharesnew addition2025-12-312026-02-17

CRM Call CallSALESFORCE INC200 shares0.00%2025-12-312026-02-17

NVDA Call CallNVIDIA CORPORATION200 sharesnew addition2025-12-312026-02-17

IBM Call CallINTERNATIONAL BUSINESS MACHS100 sharesnew addition2025-12-312026-02-17

F Call CallFORD MTR CO2.0K shares0.00%2025-12-312026-02-17

SLV Call CallISHARES SILVER TR200 sharesnew addition2025-12-312026-02-17

DLTR Call CallDOLLAR TREE INC100 sharesnew addition2025-12-312026-02-17

Put Option Holdings

AAPL Put PutAPPLE INC12.4K shares58.97%2025-12-312026-02-17

PGR Put PutPROGRESSIVE CORP13.2K shares-36.23%2025-12-312026-02-17

GE AEROSPACE Put PutGE AEROSPACE500 sharesnew addition2025-12-312026-02-17

SPY Put PutSPDR S&P 500 ETF TR200 shares-77.78%2025-12-312026-02-17