The Analysis of OneDigital Investment Advisors LLC's Holdings


Currently, OneDigital Investment Advisors LLC holds 1502 types of securities in its portfolio with a total value $10.2B. In the most recent quarter, they have increased their positions in AVEM (+2.0M shares, valued at $152.1M), IVE (+271.8K shares, valued at $57.6M), MTUM (+132.1K shares, valued at $33.1M); decreased their positions in XSOE (-3.0M shares, valued at $115.7M), QUAL (-384.2K shares, valued at $76.3M), EFV (-298.3K shares, valued at $21.3M); initiated new positions in SYSB (+147.5K shares, valued at $13.2M), COMT (+441.6K shares, valued at $11.0M), IBDS (+271.7K shares, valued at $6.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST6.1M shares3.01%2025-12-312026-02-13history
IUSB ISHARES TR6.9M shares2.90%2025-12-312026-02-13history
DYNF BLACKROCK ETF TRUST4.3M shares3.23%2025-12-312026-02-13history
SCHG SCHWAB STRATEGIC TR7.2M shares-3.04%2025-12-312026-02-13history
IVE ISHARES TR989.9K shares37.86%2025-12-312026-02-13history
DFAU DIMENSIONAL ETF TRUST4.3M shares8.65%2025-12-312026-02-13history
OEF ISHARES TR557.0K shares2.62%2025-12-312026-02-13history
VANGUARD INDEX FDS VANGUARD INDEX FDS290.0K shares-1.93%2025-12-312026-02-13history
Sponsored
AVEM AMERICAN CENTY ETF TR2.2M shares731.83%2025-12-312026-02-13history
DFSD DIMENSIONAL ETF TRUST3.6M shares9.93%2025-12-312026-02-13history
AAPL APPLE INC598.9K shares0.41%2025-12-312026-02-13history
DFAC DIMENSIONAL ETF TRUST3.9M shares9.31%2025-12-312026-02-13history
MBB ISHARES TR1.6M shares3.28%2025-12-312026-02-13history
BOND PIMCO ETF TR1.6M shares8.36%2025-12-312026-02-13history
IVV ISHARES TR208.3K shares-5.12%2025-12-312026-02-13history
DFCF DIMENSIONAL ETF TRUST3.2M shares11.66%2025-12-312026-02-13history
Sponsored
EFV ISHARES TR1.9M shares-13.57%2025-12-312026-02-13history
QUAL ISHARES TR650.2K shares-37.15%2025-12-312026-02-13history
MSFT MICROSOFT CORP257.8K shares4.10%2025-12-312026-02-13history
ISHARES GOLD TR ISHARES GOLD TR1.4M shares-0.29%2025-12-312026-02-13history
DFAI DIMENSIONAL ETF TRUST2.7M shares1.63%2025-12-312026-02-13history
NVDA NVIDIA CORPORATION549.7K shares-2.39%2025-12-312026-02-13history
MTUM ISHARES TR403.0K shares48.77%2025-12-312026-02-13history
VTEB VANGUARD MUN BD FDS1.9M shares4.15%2025-12-312026-02-13history
Sponsored
GSLC GOLDMAN SACHS ETF TR650.6K shares-3.87%2025-12-312026-02-13history
MUB ISHARES TR773.5K shares3.49%2025-12-312026-02-13history
AMZN AMAZON COM INC334.8K shares2.69%2025-12-312026-02-13history
VT VANGUARD INTL EQUITY INDEX F529.3K shares2.52%2025-12-312026-02-13history
BINC BLACKROCK ETF TRUST II1.4M shares4.16%2025-12-312026-02-13history
BAI BLACKROCK ETF TRUST2.2M shares5.57%2025-12-312026-02-13history
SCHZ SCHWAB STRATEGIC TR3.1M shares-6.07%2025-12-312026-02-13history
XTEN BONDBLOXX ETF TRUST1.6M shares-15.30%2025-12-312026-02-13history
Sponsored
IEFA ISHARES TR796.4K shares0.94%2025-12-312026-02-13history
DFIC DIMENSIONAL ETF TRUST2.0M shares6.14%2025-12-312026-02-13history
VTI VANGUARD INDEX FDS192.2K shares-4.15%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC204.7K shares0.54%2025-12-312026-02-13history
FBCG FIDELITY COVINGTON TRUST1.1M shares46.38%2025-12-312026-02-13history
AVUS AMERICAN CENTY ETF TR488.0K shares-3.63%2025-12-312026-02-13history
BNDX VANGUARD CHARLOTTE FDS1.1M shares-2.71%2025-12-312026-02-13history
MOAT VANECK ETF TRUST466.6K shares-8.60%2025-12-312026-02-13history
Sponsored
IVW ISHARES TR381.3K shares-9.42%2025-12-312026-02-13history
DGRW WISDOMTREE TR509.4K shares-0.33%2025-12-312026-02-13history
JMTG J P MORGAN EXCHANGE TRADED F877.3K shares-2.83%2025-12-312026-02-13history
IYW ISHARES TR223.7K shares-25.32%2025-12-312026-02-13history
FENI FIDELITY COVINGTON TRUST1.2M shares56.22%2025-12-312026-02-13history
BND VANGUARD BD INDEX FDS577.2K shares6.76%2025-12-312026-02-13history
GSIE GOLDMAN SACHS ETF TR993.7K shares-0.81%2025-12-312026-02-13history
SPY SPDR S&P 500 ETF TR57.7K shares-6.58%2025-12-312026-02-13history
Sponsored
NTSX WISDOMTREE TR702.7K shares-0.18%2025-12-312026-02-13history
AVDE AMERICAN CENTY ETF TR455.3K shares-4.47%2025-12-312026-02-13history
PYLD PIMCO ETF TR1.4M shares36.12%2025-12-312026-02-13history
JPM JPMORGAN CHASE & CO.112.9K shares2.35%2025-12-312026-02-13history
DUHP DIMENSIONAL ETF TRUST942.8K shares-3.83%2025-12-312026-02-13history
DCOR DIMENSIONAL ETF TRUST482.9K shares11.67%2025-12-312026-02-13history
SHLD GLOBAL X FDS548.7K shares9.07%2025-12-312026-02-13history
DFEM DIMENSIONAL ETF TRUST1.1M shares5.57%2025-12-312026-02-13history
Sponsored
SCHB SCHWAB STRATEGIC TR1.3M shares-3.52%2025-12-312026-02-13history
CORP PIMCO ETF TR356.2K shares10.66%2025-12-312026-02-13history
IEI ISHARES TR286.6K shares-2.02%2025-12-312026-02-13history
DFAE DIMENSIONAL ETF TRUST1.0M shares6.22%2025-12-312026-02-13history
BROADCOM INC BROADCOM INC97.5K shares2.75%2025-12-312026-02-13history
INVESCO QQQ TR INVESCO QQQ TR54.4K shares-13.81%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC105.9K shares8.10%2025-12-312026-02-13history
IGEB ISHARES TR714.6K shares-2.58%2025-12-312026-02-13history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL64.9K shares0.67%2025-12-312026-02-13history
DFLV DIMENSIONAL ETF TRUST935.6K shares0.12%2025-12-312026-02-13history
SPAB SPDR SERIES TRUST1.2M shares31.97%2025-12-312026-02-13history
SCHV SCHWAB STRATEGIC TR1.0M shares-3.67%2025-12-312026-02-13history
SCHX SCHWAB STRATEGIC TR1.1M shares-10.00%2025-12-312026-02-13history
EMB ISHARES TR319.6K shares2.27%2025-12-312026-02-13history
TLT ISHARES TR352.6K shares7.81%2025-12-312026-02-13history
XSOE WISDOMTREE TR762.7K shares-79.54%2025-12-312026-02-13history
Sponsored
FMB FIRST TR EXCH TRADED FD III578.6K shares3.62%2025-12-312026-02-13history
VOOV VANGUARD ADMIRAL FDS INC144.3K shares-2.78%2025-12-312026-02-13history
TCAF T ROWE PRICE ETF INC732.3K shares-3.51%2025-12-312026-02-13history
DFAX DIMENSIONAL ETF TRUST853.9K shares-1.56%2025-12-312026-02-13history
IGSB ISHARES TR527.7K shares-2.80%2025-12-312026-02-13history
HYS PIMCO ETF TR288.2K shares13.17%2025-12-312026-02-13history
VO VANGUARD INDEX FDS91.9K shares4.85%2025-12-312026-02-13history
GSEW GOLDMAN SACHS ETF TR311.8K shares-2.99%2025-12-312026-02-13history
Sponsored
TFLO ISHARES TR488.9K shares-1.53%2025-12-312026-02-13history
SHY ISHARES TR297.2K shares-2.95%2025-12-312026-02-13history
IEMG ISHARES INC361.1K shares28.44%2025-12-312026-02-13history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T126.1K shares-1.58%2025-12-312026-02-13history
VUG VANGUARD INDEX FDS48.6K shares7.44%2025-12-312026-02-13history
IWB ISHARES TR61.8K shares-0.97%2025-12-312026-02-13history
FBND FIDELITY MERRIMACK STR TR500.7K shares29.96%2025-12-312026-02-13history
WMT WALMART INC205.1K shares4.27%2025-12-312026-02-13history
Sponsored
ITM VANECK ETF TRUST479.9K shares0.61%2025-12-312026-02-13history
PVAL PUTNAM ETF TRUST490.8K shares53.01%2025-12-312026-02-13history
VIG VANGUARD SPECIALIZED FUNDS101.7K shares-1.29%2025-12-312026-02-13history
USMV ISHARES TR234.6K shares-2.83%2025-12-312026-02-13history
JNJ JOHNSON & JOHNSON106.2K shares29.17%2025-12-312026-02-13history
META META PLATFORMS INC32.9K shares-2.61%2025-12-312026-02-13history
TGRT T ROWE PRICE ETF INC490.7K shares-1.01%2025-12-312026-02-13history
NTSI WISDOMTREE TR486.4K shares0.85%2025-12-312026-02-13history
Sponsored
SCHM SCHWAB STRATEGIC TR709.1K shares-4.69%2025-12-312026-02-13history
DFGR DIMENSIONAL ETF TRUST802.4K shares4.94%2025-12-312026-02-13history
DFUS DIMENSIONAL ETF TRUST285.8K shares28.64%2025-12-312026-02-13history
EFG ISHARES TR185.6K shares-4.61%2025-12-312026-02-13history
IJH ISHARES TR319.3K shares-14.90%2025-12-312026-02-13history
USIG ISHARES TR406.4K shares0.59%2025-12-312026-02-13history
PMBS PIMCO ETF TR422.7K shares96.51%2025-12-312026-02-13history
TVAL T ROWE PRICE ETF INC596.1K shares-6.30%2025-12-312026-02-13history
Sponsored
USHY ISHARES TR534.4K shares-3.91%2025-12-312026-02-13history
DFSV DIMENSIONAL ETF TRUST600.6K shares23.74%2025-12-312026-02-13history
TSLA TESLA INC43.1K shares19.61%2025-12-312026-02-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD63.2K shares-14.09%2025-12-312026-02-13history
IEF ISHARES TR199.0K shares-1.72%2025-12-312026-02-13history
PG PROCTER AND GAMBLE CO133.4K shares24.89%2025-12-312026-02-13history
CVS CVS HEALTH CORP239.3K shares-39.67%2025-12-312026-02-13history
SCHD SCHWAB STRATEGIC TR688.0K shares-9.49%2025-12-312026-02-13history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F247.6K shares-18.42%2025-12-312026-02-13history
JPST J P MORGAN EXCHANGE TRADED F359.1K shares34.36%2025-12-312026-02-13history
DBMF LITMAN GREGORY FDS TR644.4K shares-3.02%2025-12-312026-02-13history
VXUS VANGUARD STAR FDS238.8K shares15.35%2025-12-312026-02-13history
MCD MCDONALDS CORP58.4K shares-0.38%2025-12-312026-02-13history
AVLC AMERICAN CENTY ETF TR225.7K shares-4.55%2025-12-312026-02-13history
SSUS STRATEGY SHS362.8K shares-4.71%2025-12-312026-02-13history
WTMF WISDOMTREE TR462.2K shares-2.80%2025-12-312026-02-13history
Sponsored
ITOT ISHARES TR117.7K shares-1.22%2025-12-312026-02-13history
BSV VANGUARD BD INDEX FDS218.3K shares-5.55%2025-12-312026-02-13history
IWF ISHARES TR36.0K shares-8.58%2025-12-312026-02-13history
BA BOEING CO76.5K shares3.44%2025-12-312026-02-13history
HYD VANECK ETF TRUST318.3K shares22.76%2025-12-312026-02-13history
DFAS DIMENSIONAL ETF TRUST229.5K shares-6.58%2025-12-312026-02-13history
COST COSTCO WHSL CORP NEW18.3K shares4.68%2025-12-312026-02-13history
VCSH VANGUARD SCOTTSDALE FDS192.6K shares4.84%2025-12-312026-02-13history
Sponsored
DFUV DIMENSIONAL ETF TRUST328.3K shares-3.95%2025-12-312026-02-13history
XOM EXXON MOBIL CORP126.7K shares-2.23%2025-12-312026-02-13history
SPSM SPDR SERIES TRUST320.5K shares-2.19%2025-12-312026-02-13history
SPTI SPDR SERIES TRUST520.3K shares5.31%2025-12-312026-02-13history
DGCB DIMENSIONAL ETF TRUST271.4K shares50.14%2025-12-312026-02-13history
IJR ISHARES TR121.6K shares-23.76%2025-12-312026-02-13history
VUSB VANGUARD BD INDEX FDS283.6K shares108.48%2025-12-312026-02-13history
SO SOUTHERN CO161.5K shares292.90%2025-12-312026-02-13history
Sponsored
AMD ADVANCED MICRO DEVICES INC65.3K shares-36.02%2025-12-312026-02-13history
ABBV ABBVIE INC60.6K shares47.83%2025-12-312026-02-13history
ICVT ISHARES TR137.3K shares7.75%2025-12-312026-02-13history
VEA VANGUARD TAX-MANAGED FDS214.4K shares-11.20%2025-12-312026-02-13history
VTV VANGUARD INDEX FDS69.9K shares3.69%2025-12-312026-02-13history
VB VANGUARD INDEX FDS51.5K shares6.29%2025-12-312026-02-13history
SYSB ISHARES TR147.5K sharesnew addition2025-12-312026-02-13history
IVLU ISHARES TR346.7K shares-1.60%2025-12-312026-02-13history
Sponsored
LLY ELI LILLY & CO12.2K shares9.86%2025-12-312026-02-13history
HD HOME DEPOT INC37.4K shares51.38%2025-12-312026-02-13history
CVX CHEVRON CORP NEW82.2K shares38.57%2025-12-312026-02-13history
VNLA JANUS DETROIT STR TR254.5K shares-4.38%2025-12-312026-02-13history
XLG INVESCO EXCHANGE TRADED FD T209.5K shares-3.53%2025-12-312026-02-13history
CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY167.6K shares2.92%2025-12-312026-02-13history
IUSG ISHARES TR72.9K shares-1.23%2025-12-312026-02-13history
SCHF SCHWAB STRATEGIC TR507.2K shares-9.81%2025-12-312026-02-13history
Sponsored
UNH UNITEDHEALTH GROUP INC36.6K shares-3.47%2025-12-312026-02-13history
CSCO CISCO SYS INC155.9K shares82.97%2025-12-312026-02-13history
GLD SPDR GOLD TR29.7K shares-5.21%2025-12-312026-02-13history
IBM INTERNATIONAL BUSINESS MACHS38.8K shares35.77%2025-12-312026-02-13history
LDUR PIMCO ETF TR117.4K shares-19.52%2025-12-312026-02-13history
PEP PEPSICO INC78.1K shares52.12%2025-12-312026-02-13history
SCHA SCHWAB STRATEGIC TR393.3K shares-2.50%2025-12-312026-02-13history
COMT ISHARES U S ETF TR441.6K sharesnew addition2025-12-312026-02-13history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN42.7K shares-1.63%2025-12-312026-02-13history
GBF ISHARES TR104.5K shares-1.80%2025-12-312026-02-13history
VCIT VANGUARD SCOTTSDALE FDS129.9K shares2.80%2025-12-312026-02-13history
V VISA INC30.4K shares-10.20%2025-12-312026-02-13history
ESGU ISHARES TR71.1K shares-3.35%2025-12-312026-02-13history
NOW SERVICENOW INC69.1K shares425.59%2025-12-312026-02-13history
AVUV AMERICAN CENTY ETF TR103.5K shares-14.43%2025-12-312026-02-13history
NKE NIKE INC161.2K shares2.75%2025-12-312026-02-13history
Sponsored
DGRO ISHARES TR147.6K shares-2.82%2025-12-312026-02-13history
AGG ISHARES TR102.5K shares27.03%2025-12-312026-02-13history
PRFD PIMCO ETF TR198.0K shares64.62%2025-12-312026-02-13history
GNMA ISHARES TR226.3K shares-1.69%2025-12-312026-02-13history
JMUB J P MORGAN EXCHANGE TRADED F198.0K shares58.57%2025-12-312026-02-13history
FLQM FRANKLIN TEMPLETON ETF TR177.3K shares67.32%2025-12-312026-02-13history
SHYG ISHARES TR232.3K shares-3.98%2025-12-312026-02-13history
BTAL AGF INVTS TR689.2K shares8.78%2025-12-312026-02-13history
Sponsored
CAT CATERPILLAR INC17.2K shares-0.24%2025-12-312026-02-13history
SGOV ISHARES TR98.3K shares-6.35%2025-12-312026-02-13history
DXCM DEXCOM INC142.0K shares80.46%2025-12-312026-02-13history
FLOT ISHARES TR184.8K shares-2.68%2025-12-312026-02-13history
DFSU DIMENSIONAL ETF TRUST215.8K shares10.43%2025-12-312026-02-13history
TLH ISHARES TR91.9K shares0.09%2025-12-312026-02-13history
FNDX SCHWAB STRATEGIC TR342.7K shares-35.58%2025-12-312026-02-13history
SUSL ISHARES TR76.7K shares-1.57%2025-12-312026-02-13history
Sponsored
SPTL SPDR SERIES TRUST349.3K shares-9.35%2025-12-312026-02-13history
DFGX DIMENSIONAL ETF TRUST169.3K shares32.72%2025-12-312026-02-13history
FCOR FIDELITY MERRIMACK STR TR181.2K shares35.28%2025-12-312026-02-13history
EXAS EXACT SCIENCES CORP85.0K shares-16.89%2025-12-312026-02-13history
TMO THERMO FISHER SCIENTIFIC INC14.9K shares-26.56%2025-12-312026-02-13history
VGSH VANGUARD SCOTTSDALE FDS146.4K shares-0.15%2025-12-312026-02-13history
IEV ISHARES TR125.3K shares-3.48%2025-12-312026-02-13history
AXP AMERICAN EXPRESS CO22.9K shares36.95%2025-12-312026-02-13history
Sponsored
AVSC AMERICAN CENTY ETF TR143.0K shares-4.63%2025-12-312026-02-13history
HEFA ISHARES TR201.9K shares0.07%2025-12-312026-02-13history
KO COCA COLA CO117.2K shares7.44%2025-12-312026-02-13history
FSMD FIDELITY COVINGTON TRUST184.2K shares57.98%2025-12-312026-02-13history
CGDV CAPITAL GROUP DIVIDEND VALUE184.3K shares-37.09%2025-12-312026-02-13history
IWD ISHARES TR38.2K shares9.48%2025-12-312026-02-13history
PLTR PALANTIR TECHNOLOGIES INC45.2K shares5.79%2025-12-312026-02-13history
GE AEROSPACE GE AEROSPACE25.9K shares-0.51%2025-12-312026-02-13history
Sponsored
BALT INNOVATOR ETFS TRUST234.4K shares161.30%2025-12-312026-02-13history
IUSV ISHARES TR75.7K shares-0.88%2025-12-312026-02-13history
IBDR ISHARES TR318.2K shares348.56%2025-12-312026-02-13history
PODD INSULET CORP27.0K shares14.03%2025-12-312026-02-13history
TDG TRANSDIGM GROUP INC5.8K shares2868.04%2025-12-312026-02-13history
EMXC ISHARES INC105.1K shares-4.56%2025-12-312026-02-13history
BAC BANK AMERICA CORP137.3K shares-7.33%2025-12-312026-02-13history
MA MASTERCARD INCORPORATED13.2K shares7.14%2025-12-312026-02-13history
Sponsored
MEDTRONIC PLC MEDTRONIC PLC78.4K shares-3.40%2025-12-312026-02-13history
ORCL ORACLE CORP38.6K shares4.61%2025-12-312026-02-13history
IOT SAMSARA INC210.5K shares16.86%2025-12-312026-02-13history
PFE PFIZER INC292.2K shares116.89%2025-12-312026-02-13history
SPMD SPDR SERIES TRUST124.1K shares-18.77%2025-12-312026-02-13history
PRVA PRIVIA HEALTH GROUP INC300.8K shares-8.98%2025-12-312026-02-13history
CMF ISHARES TR123.1K shares5.75%2025-12-312026-02-13history
NEAR ISHARES U S ETF TR138.2K shares-3.34%2025-12-312026-02-13history
Sponsored
WFC WELLS FARGO CO NEW74.8K shares7.56%2025-12-312026-02-13history
XLK SELECT SECTOR SPDR TR48.3K shares91.74%2025-12-312026-02-13history
VWO VANGUARD INTL EQUITY INDEX F128.2K shares-8.49%2025-12-312026-02-13history
FRDM EA SERIES TRUST133.2K shares-3.33%2025-12-312026-02-13history
NTSE WISDOMTREE TR180.3K shares-1.96%2025-12-312026-02-13history
VOOG VANGUARD ADMIRAL FDS INC15.1K shares-5.10%2025-12-312026-02-13history
STERIS PLC STERIS PLC26.5K shares18.45%2025-12-312026-02-13history
IWR ISHARES TR69.3K shares10.23%2025-12-312026-02-13history
Sponsored
IYF ISHARES TR51.7K shares-55.24%2025-12-312026-02-13history
IBDS ISHARES TR271.7K sharesnew addition2025-12-312026-02-13history
XLF SELECT SECTOR SPDR TR120.1K shares-1.77%2025-12-312026-02-13history
VGLT VANGUARD SCOTTSDALE FDS117.1K shares-26.72%2025-12-312026-02-13history
RJF RAYMOND JAMES FINL INC40.7K shares8.21%2025-12-312026-02-13history
ANGL VANECK ETF TRUST218.8K shares0.71%2025-12-312026-02-13history
COP CONOCOPHILLIPS68.3K shares-1.46%2025-12-312026-02-13history
DFGP DIMENSIONAL ETF TRUST118.0K shares86.13%2025-12-312026-02-13history
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TIP ISHARES TR57.7K shares-6.47%2025-12-312026-02-13history
TFC TRUIST FINL CORP127.4K shares231.41%2025-12-312026-02-13history
QQQM INVESCO EXCH TRADED FD TR II24.6K shares14.62%2025-12-312026-02-13history
IBKR INTERACTIVE BROKERS GROUP IN96.0K shares-3.96%2025-12-312026-02-13history
EW EDWARDS LIFESCIENCES CORP71.5K shares43.22%2025-12-312026-02-13history
BMY BRISTOL-MYERS SQUIBB CO112.8K shares257.08%2025-12-312026-02-13history
VWOB VANGUARD WHITEHALL FDS90.1K shares-3.92%2025-12-312026-02-13history
CLOA BLACKROCK ETF TRUST II115.9K shares-3.31%2025-12-312026-02-13history
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SIVR ABRDN SILVER ETF TRUST88.6K shares164.77%2025-12-312026-02-13history
FHLC FIDELITY COVINGTON TRUST79.8K shares-6.82%2025-12-312026-02-13history
RDVY FIRST TR EXCHANGE TRADED FD85.2K shares-5.71%2025-12-312026-02-13history
TECH BIO-TECHNE CORP100.5K shares-2.80%2025-12-312026-02-13history
WMB WILLIAMS COS INC98.2K shares585.44%2025-12-312026-02-13history
MU MICRON TECHNOLOGY INC20.7K shares-9.68%2025-12-312026-02-13history
VRT VERTIV HOLDINGS CO36.4K shares-45.92%2025-12-312026-02-13history
SMMD ISHARES TR78.3K shares-0.53%2025-12-312026-02-13history
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DE DEERE & CO12.6K shares52.42%2025-12-312026-02-13history
IBDU ISHARES TR246.1K sharesnew addition2025-12-312026-02-13history
TXN TEXAS INSTRS INC33.1K shares125.20%2025-12-312026-02-13history
IBDT ISHARES TR225.5K sharesnew addition2025-12-312026-02-13history
QLTA ISHARES TR119.0K shares-2.61%2025-12-312026-02-13history
VBK VANGUARD INDEX FDS18.8K shares-32.61%2025-12-312026-02-13history
TMSL T ROWE PRICE ETF INC157.1K shares-2.63%2025-12-312026-02-13history
AMGN AMGEN INC17.0K shares8.89%2025-12-312026-02-13history
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MERCK & CO INC MERCK & CO INC52.7K shares3.53%2025-12-312026-02-13history
LCTU BLACKROCK ETF TRUST74.5K shares0.60%2025-12-312026-02-13history
VLO VALERO ENERGY CORP33.8K shares567.94%2025-12-312026-02-13history
VYM VANGUARD WHITEHALL FDS38.3K shares1.63%2025-12-312026-02-13history
VBR VANGUARD INDEX FDS25.9K shares-3.91%2025-12-312026-02-13history
IBDV ISHARES TR248.4K sharesnew addition2025-12-312026-02-13history
HSY HERSHEY CO29.7K shares269.20%2025-12-312026-02-13history
UPS UNITED PARCEL SERVICE INC54.4K shares139.66%2025-12-312026-02-13history
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ALLY ALLY FINL INC117.6K shares-3.68%2025-12-312026-02-13history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW44.6K shares-11.60%2025-12-312026-02-13history
TJX TJX COS INC NEW33.9K shares54.14%2025-12-312026-02-13history
BLACKROCK INC BLACKROCK INC4.9K shares84.94%2025-12-312026-02-13history
CRWD CROWDSTRIKE HLDGS INC11.0K shares82.44%2025-12-312026-02-13history
RTX RTX CORPORATION28.0K shares-5.18%2025-12-312026-02-13history
UPWK UPWORK INC257.9K shares-3.91%2025-12-312026-02-13history
O REALTY INCOME CORP88.7K shares687.88%2025-12-312026-02-13history
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IWM ISHARES TR20.2K shares0.28%2025-12-312026-02-13history
PHYL PGIM ETF TR140.1K shares30.68%2025-12-312026-02-13history
DIVO AMPLIFY ETF TR111.1K shares2164.80%2025-12-312026-02-13history
VLUE ISHARES TR36.2K shares2.34%2025-12-312026-02-13history
LMT LOCKHEED MARTIN CORP10.1K shares28.30%2025-12-312026-02-13history
PAYX PAYCHEX INC43.1K shares327.27%2025-12-312026-02-13history
KMB KIMBERLY-CLARK CORP47.9K shares265.51%2025-12-312026-02-13history
DFSI DIMENSIONAL ETF TRUST112.3K shares-1.50%2025-12-312026-02-13history
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BNDW VANGUARD SCOTTSDALE FDS69.7K sharesnew addition2025-12-312026-02-13history
LQDH ISHARES U S ETF TR51.3K shares-1.72%2025-12-312026-02-13history
ABEQ UNIFIED SER TR132.5K shares0.74%2025-12-312026-02-13history
CRM SALESFORCE INC17.4K shares33.98%2025-12-312026-02-13history
HELO J P MORGAN EXCHANGE TRADED F68.0K shares831.25%2025-12-312026-02-13history
JAAA JANUS DETROIT STR TR89.1K shares4.29%2025-12-312026-02-13history
LAMR LAMAR ADVERTISING CO NEW35.4K sharesnew addition2025-12-312026-02-13history
IBDW ISHARES TR211.1K sharesnew addition2025-12-312026-02-13history
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SUSC ISHARES TR188.9K shares1.27%2025-12-312026-02-13history
QCOM QUALCOMM INC25.5K shares-1.88%2025-12-312026-02-13history
AGI ALAMOS GOLD INC NEW112.3K shares-5.45%2025-12-312026-02-13history
AVDV AMERICAN CENTY ETF TR46.0K shares-4.53%2025-12-312026-02-13history
CRH PLC CRH PLC34.4K shares-18.95%2025-12-312026-02-13history
IBDX ISHARES TR165.7K sharesnew addition2025-12-312026-02-13history
VZ VERIZON COMMUNICATIONS INC103.3K shares-3.22%2025-12-312026-02-13history
EFA ISHARES TR43.5K shares4.16%2025-12-312026-02-13history
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FTSL FIRST TR EXCHANGE-TRADED FD90.8K shares-3.44%2025-12-312026-02-13history
PM PHILIP MORRIS INTL INC25.7K shares2.05%2025-12-312026-02-13history
PGR PROGRESSIVE CORP18.1K shares-5.63%2025-12-312026-02-13history
PSLV SPROTT ASSET MANAGEMENT LP173.8K shares-11.03%2025-12-312026-02-13history
DIS DISNEY WALT CO36.0K shares-0.58%2025-12-312026-02-13history
SCHW SCHWAB CHARLES CORP40.9K shares-5.64%2025-12-312026-02-13history
EAGG ISHARES TR85.1K shares-1.39%2025-12-312026-02-13history
KNG FIRST TR EXCHANGE-TRADED FD82.8K shares0.48%2025-12-312026-02-13history
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MEAR ISHARES U S ETF TR80.9K shares-11.41%2025-12-312026-02-13history
PANW PALO ALTO NETWORKS INC21.9K shares-5.54%2025-12-312026-02-13history
T AT&T INC162.0K shares-2.64%2025-12-312026-02-13history
DISV DIMENSIONAL ETF TRUST105.1K shares31.28%2025-12-312026-02-13history
QTEC FIRST TR EXCHANGE-TRADED FD17.3K shares-2.88%2025-12-312026-02-13history
DFSB DIMENSIONAL ETF TRUST76.6K shares20.38%2025-12-312026-02-13history
PSEP INNOVATOR ETFS TRUST90.4K shares-6.29%2025-12-312026-02-13history
GLPI GAMING & LEISURE PPTYS INC88.0K sharesnew addition2025-12-312026-02-13history
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TGT TARGET CORP40.1K shares403.28%2025-12-312026-02-13history
EG EVEREST GROUP LTD11.5K shares-0.31%2025-12-312026-02-13history
UNP UNION PAC CORP16.8K shares36.85%2025-12-312026-02-13history
ETFS GOLD TR ETFS GOLD TR94.0K shares84.43%2025-12-312026-02-13history
PJAN INNOVATOR ETFS TRUST81.1K shares-5.18%2025-12-312026-02-13history
PJUL INNOVATOR ETFS TRUST82.0K shares-2.93%2025-12-312026-02-13history
MDY SPDR S&P MIDCAP 400 ETF TR6.3K shares-2.69%2025-12-312026-02-13history
UBND VICTORY PORTFOLIOS II171.7K shares11.88%2025-12-312026-02-13history
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NFLX NETFLIX INC40.2K shares801.48%2025-12-312026-02-13history
AVDS AMERICAN CENTY ETF TR54.0K shares-4.34%2025-12-312026-02-13history
IGM ISHARES TR29.1K shares-5.10%2025-12-312026-02-13history
PSX PHILLIPS 6628.8K shares2.87%2025-12-312026-02-13history
MLN VANECK ETF TRUST212.2K shares-0.96%2025-12-312026-02-13history
AVRE AMERICAN CENTY ETF TR84.9K shares-4.23%2025-12-312026-02-13history
INTU INTUIT5.5K shares80.45%2025-12-312026-02-13history
PDEC INNOVATOR ETFS TRUST84.4K shares3.69%2025-12-312026-02-13history
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POCT INNOVATOR ETFS TRUST83.3K shares37.60%2025-12-312026-02-13history
ABT ABBOTT LABS28.9K shares-0.06%2025-12-312026-02-13history
HECA ETF OPPORTUNITIES TRUST130.5K shares26.20%2025-12-312026-02-13history
CITIGROUP INC CITIGROUP INC30.8K shares-3.08%2025-12-312026-02-13history
BUFR FIRST TR EXCHNG TRADED FD VI104.9K shares-5.87%2025-12-312026-02-13history
VGK VANGUARD INTL EQUITY INDEX F43.0K shares-6.96%2025-12-312026-02-13history
IXUS ISHARES TR42.2K shares1.47%2025-12-312026-02-13history
IYH ISHARES TR54.8K shares-62.96%2025-12-312026-02-13history
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EEM ISHARES TR65.1K shares-46.39%2025-12-312026-02-13history
GEV GE VERNOVA INC5.4K shares8.08%2025-12-312026-02-13history
PAUG INNOVATOR ETFS TRUST81.3K shares-9.27%2025-12-312026-02-13history
AMAT APPLIED MATLS INC13.4K shares3.14%2025-12-312026-02-13history
TT TRANE TECHNOLOGIES PLC8.8K shares78.36%2025-12-312026-02-13history
EWJ ISHARES INC42.5K shares2.85%2025-12-312026-02-13history
KLAC KLA CORP2.8K shares-2.58%2025-12-312026-02-13history
INFL LISTED FDS TR75.0K shares0.61%2025-12-312026-02-13history
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AAAU GOLDMAN SACHS PHYSICAL GOLD78.3K shares0.44%2025-12-312026-02-13history
LQD ISHARES TR30.2K shares3.25%2025-12-312026-02-13history
DFEV DIMENSIONAL ETF TRUST98.4K shares5.83%2025-12-312026-02-13history
ASML ASML HOLDING N V3.1K shares4.68%2025-12-312026-02-13history
HYMB SPDR SERIES TRUST132.1K shares27.44%2025-12-312026-02-13history
GIS GENERAL MLS INC70.5K shares610.30%2025-12-312026-02-13history
VOE VANGUARD INDEX FDS18.4K shares9.89%2025-12-312026-02-13history
SPTM SPDR SERIES TRUST39.4K shares-3.06%2025-12-312026-02-13history
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CB CHUBB LIMITED10.4K shares-1.73%2025-12-312026-02-13history
ISTB ISHARES TR66.3K shares14.20%2025-12-312026-02-13history
FNOV FIRST TR EXCHNG TRADED FD VI59.0K sharesnew addition2025-12-312026-02-13history
EME EMCOR GROUP INC5.3K shares-1.97%2025-12-312026-02-13history
IWN ISHARES TR17.8K shares0.00%2025-12-312026-02-13history
QSPT FIRST TR EXCHNG TRADED FD VI101.6K sharesnew addition2025-12-312026-02-13history
SUSA ISHARES TR23.1K shares-9.25%2025-12-312026-02-13history
PJUN INNOVATOR ETFS TRUST76.5K shares-5.29%2025-12-312026-02-13history
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RVNU DBX ETF TR130.1K shares-1.25%2025-12-312026-02-13history
DIHP DIMENSIONAL ETF TRUST99.8K shares37.58%2025-12-312026-02-13history
PNOV INNOVATOR ETFS TRUST75.6K shares6.64%2025-12-312026-02-13history
DFAT DIMENSIONAL ETF TRUST53.0K shares-5.25%2025-12-312026-02-13history
UCON FIRST TR EXCHNG TRADED FD VI123.9K shares23.68%2025-12-312026-02-13history
MS MORGAN STANLEY17.6K shares0.41%2025-12-312026-02-13history
WK WORKIVA INC36.1K shares0.04%2025-12-312026-02-13history
FALN ISHARES TR114.0K shares-57.09%2025-12-312026-02-13history
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WSM WILLIAMS SONOMA INC17.4K shares562.19%2025-12-312026-02-13history
ISRG INTUITIVE SURGICAL INC5.4K shares2.40%2025-12-312026-02-13history
SPDW SPDR INDEX SHS FDS68.6K shares-10.61%2025-12-312026-02-13history
BK BANK NEW YORK MELLON CORP26.0K shares4.68%2025-12-312026-02-13history
MMM 3M CO18.4K shares5.38%2025-12-312026-02-13history
NSC NORFOLK SOUTHN CORP10.1K shares-0.85%2025-12-312026-02-13history
SII SPROTT INC29.8K shares-4.12%2025-12-312026-02-13history
SBUX STARBUCKS CORP34.4K shares-26.21%2025-12-312026-02-13history
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VRTX VERTEX PHARMACEUTICALS INC6.4K shares327.84%2025-12-312026-02-13history
PMAR INNOVATOR ETFS TRUST64.4K shares-10.70%2025-12-312026-02-13history
MMC MARSH & MCLENNAN COS INC15.5K shares-1.11%2025-12-312026-02-13history
HYDB ISHARES TR60.2K shares-3.89%2025-12-312026-02-13history
SLV ISHARES SILVER TR44.2K shares-9.56%2025-12-312026-02-13history
EMR EMERSON ELEC CO21.4K shares-2.56%2025-12-312026-02-13history
LOW LOWES COS INC11.8K shares2.60%2025-12-312026-02-13history
DHR DANAHER CORPORATION12.4K shares-14.09%2025-12-312026-02-13history
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SPGI S&P GLOBAL INC5.4K shares-22.26%2025-12-312026-02-13history
JBHT HUNT J B TRANS SVCS INC14.6K shares-3.21%2025-12-312026-02-13history
GLW CORNING INC32.1K shares-5.39%2025-12-312026-02-13history
MO ALTRIA GROUP INC48.6K shares2.97%2025-12-312026-02-13history
GS GOLDMAN SACHS GROUP INC3.2K shares7.49%2025-12-312026-02-13history
TAXF AMERICAN CENTY ETF TR55.3K shares-8.34%2025-12-312026-02-13history
CHRW C H ROBINSON WORLDWIDE INC17.3K shares0.44%2025-12-312026-02-13history
IBDY ISHARES TR104.9K sharesnew addition2025-12-312026-02-13history
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FLJP FRANKLIN TEMPLETON ETF TR79.3K shares2.64%2025-12-312026-02-13history
HEQT SIMPLIFY EXCHANGE TRADED FUN84.1K shares17.13%2025-12-312026-02-13history
GEHC GE HEALTHCARE TECHNOLOGIES I32.9K shares-18.91%2025-12-312026-02-13history
PMAY INNOVATOR ETFS TRUST68.1K shares-5.28%2025-12-312026-02-13history
HYG ISHARES TR33.2K shares-0.94%2025-12-312026-02-13history
LINDE PLC LINDE PLC6.3K shares-8.87%2025-12-312026-02-13history
BABA ALIBABA GROUP HLDG LTD18.1K shares-11.10%2025-12-312026-02-13history
THE CIGNA GROUP THE CIGNA GROUP9.6K shares-1.19%2025-12-312026-02-13history
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WM WASTE MGMT INC DEL12.1K shares-20.67%2025-12-312026-02-13history
DFSE DIMENSIONAL ETF TRUST63.5K shares-3.32%2025-12-312026-02-13history
LAM RESEARCH CORP LAM RESEARCH CORP15.2K shares24.32%2025-12-312026-02-13history
FMDE FIDELITY COVINGTON TRUST71.6K shares-60.62%2025-12-312026-02-13history
IGLB ISHARES TR51.5K shares-5.21%2025-12-312026-02-13history
HON HONEYWELL INTL INC13.2K shares-0.31%2025-12-312026-02-13history
INTC INTEL CORP69.5K shares8.71%2025-12-312026-02-13history
VTIP VANGUARD MALVERN FDS51.7K shares8.25%2025-12-312026-02-13history
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AVES AMERICAN CENTY ETF TR43.9K shares-3.95%2025-12-312026-02-13history
VHT VANGUARD WORLD FD8.9K shares-0.64%2025-12-312026-02-13history
VGIT VANGUARD SCOTTSDALE FDS42.5K shares-15.95%2025-12-312026-02-13history
BLACKSTONE INC BLACKSTONE INC16.5K shares-4.24%2025-12-312026-02-13history
NAD NUVEEN QUALITY MUNCP INCOME210.6K shares-11.76%2025-12-312026-02-13history
BIV VANGUARD BD INDEX FDS32.4K shares-7.93%2025-12-312026-02-13history
CGGR CAPITAL GROUP GROWTH ETF56.4K shares41.39%2025-12-312026-02-13history
SPPP SPROTT ASSET MANAGEMENT LP149.0K shares6.76%2025-12-312026-02-13history
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QVAL EA SERIES TRUST51.2K shares-0.37%2025-12-312026-02-13history
FTCS FIRST TR EXCHANGE-TRADED FD26.7K shares2.51%2025-12-312026-02-13history
NEE NEXTERA ENERGY INC30.7K shares-0.70%2025-12-312026-02-13history
TRGP TARGA RES CORP13.3K shares441.65%2025-12-312026-02-13history
GILD GILEAD SCIENCES INC20.0K shares-6.64%2025-12-312026-02-13history
SUB ISHARES TR22.8K shares-3.27%2025-12-312026-02-13history
MINT PIMCO ETF TR24.2K shares65.67%2025-12-312026-02-13history
PFF ISHARES TR77.7K shares-3.30%2025-12-312026-02-13history
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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.1K shares-5.18%2025-12-312026-02-13history
AFL AFLAC INC21.7K shares25.32%2025-12-312026-02-13history
ESGE ISHARES INC52.7K shares3.91%2025-12-312026-02-13history
RODM LATTICE STRATEGIES TR62.8K shares-4.62%2025-12-312026-02-13history
VGT VANGUARD WORLD FD3.1K shares-20.54%2025-12-312026-02-13history
XLI SELECT SECTOR SPDR TR14.9K shares2.92%2025-12-312026-02-13history
PFEB INNOVATOR ETFS TRUST55.3K shares-15.71%2025-12-312026-02-13history
RRC RANGE RES CORP63.8K shares10.04%2025-12-312026-02-13history
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AZN ASTRAZENECA PLC24.5K shares-5.48%2025-12-312026-02-13history
SHOP SHOPIFY INC13.9K shares-4.53%2025-12-312026-02-13history
SIXG ETF SER SOLUTIONS34.9K shares-2.69%2025-12-312026-02-13history
TRV TRAVELERS COMPANIES INC7.6K shares3.49%2025-12-312026-02-13history
BAB INVESCO EXCH TRADED FD TR II80.7K sharesnew addition2025-12-312026-02-13history
AHR AMERICAN HEALTHCARE REIT INC46.3K shares2.06%2025-12-312026-02-13history
ROBO EXCHANGE TRADED CONCEPTS TRU31.2K shares-32.24%2025-12-312026-02-13history
FPE FIRST TR EXCH TRADED FD III118.1K shares1.38%2025-12-312026-02-13history
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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.0K shares4.17%2025-12-312026-02-13history
TBIL RBB FD INC42.9K shares36.62%2025-12-312026-02-13history
IBIT ISHARES BITCOIN TRUST ETF42.7K shares26.28%2025-12-312026-02-13history
ELV ELEVANCE HEALTH INC FORMERLY6.0K shares5.00%2025-12-312026-02-13history
SDY SPDR SERIES TRUST15.2K shares6.50%2025-12-312026-02-13history
TSCO TRACTOR SUPPLY CO41.9K shares821.46%2025-12-312026-02-13history
APP APPLOVIN CORP3.1K shares15.91%2025-12-312026-02-13history
CMI CUMMINS INC4.1K shares13.79%2025-12-312026-02-13history
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PEY INVESCO EXCHANGE TRADED FD T102.2K shares-2.26%2025-12-312026-02-13history
GOLY STRATEGY SHS59.3K shares25.83%2025-12-312026-02-13history
GMF SPDR INDEX SHS FDS14.8K shares-1.12%2025-12-312026-02-13history
VNQ VANGUARD INDEX FDS23.1K shares-17.38%2025-12-312026-02-13history
WELL WELLTOWER INC10.9K shares-1.44%2025-12-312026-02-13history
SYK STRYKER CORPORATION5.8K shares-0.59%2025-12-312026-02-13history
DAL DELTA AIR LINES INC DEL29.2K shares85.38%2025-12-312026-02-13history
JEPI J P MORGAN EXCHANGE TRADED F35.2K shares-20.90%2025-12-312026-02-13history
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ADI ANALOG DEVICES INC7.4K shares-2.78%2025-12-312026-02-13history
DEO DIAGEO PLC23.3K shares-9.98%2025-12-312026-02-13history
STLA STELLANTIS N.V184.4K shares-2.93%2025-12-312026-02-13history
PSQA PALMER SQUARE FUNDS TRUST97.8K shares-1.03%2025-12-312026-02-13history
BKNG BOOKING HOLDINGS INC371 shares-12.71%2025-12-312026-02-13history
EATON CORP PLC EATON CORP PLC6.2K shares-2.40%2025-12-312026-02-13history
NAC NUVEEN CA QUALTY MUN INCOME166.2K shares6.04%2025-12-312026-02-13history
JMST J P MORGAN EXCHANGE TRADED F38.5K shares13.74%2025-12-312026-02-13history
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XMHQ INVESCO EXCHANGE TRADED FD T19.1K shares12.14%2025-12-312026-02-13history
DEHP DIMENSIONAL ETF TRUST60.2K shares31.05%2025-12-312026-02-13history
EWX SPDR INDEX SHS FDS29.5K shares-2.65%2025-12-312026-02-13history
CIBR FIRST TR EXCHANGE TRADED FD27.0K shares9.66%2025-12-312026-02-13history
ARKK ARK ETF TR25.1K shares-45.82%2025-12-312026-02-13history
AON PLC AON PLC5.4K shares-16.23%2025-12-312026-02-13history
SPOT SPOTIFY TECHNOLOGY S A3.3K shares75.29%2025-12-312026-02-13history
IJT ISHARES TR13.6K shares1.99%2025-12-312026-02-13history
Sponsored
VPU VANGUARD WORLD FD10.3K shares-1.43%2025-12-312026-02-13history
SSFI STRATEGY SHS88.9K shares52.19%2025-12-312026-02-13history
F FORD MTR CO144.4K shares-3.63%2025-12-312026-02-13history
XLB SELECT SECTOR SPDR TR41.6K shares98.92%2025-12-312026-02-13history
NMZ NUVEEN MUN HIGH INCOME OPPOR184.6K shares-16.22%2025-12-312026-02-13history
KBH KB HOME33.1K sharesnew addition2025-12-312026-02-13history
UBER UBER TECHNOLOGIES INC22.7K shares-3.84%2025-12-312026-02-13history
LGIH LGI HOMES INC43.1K shares0.75%2025-12-312026-02-13history
Sponsored
PAPR INNOVATOR ETFS TRUST47.3K shares-9.23%2025-12-312026-02-13history
EUSB ISHARES TR42.0K shares0.80%2025-12-312026-02-13history
OSCR OSCAR HEALTH INC127.9K shares-7.47%2025-12-312026-02-13history
CSX CSX CORP50.5K shares-28.80%2025-12-312026-02-13history
OCTU AIM ETF PRODUCTS TRUST64.2K shares-40.70%2025-12-312026-02-13history
CCJ CAMECO CORP19.9K shares-1.30%2025-12-312026-02-13history
MP MP MATERIALS CORP35.8K shares-2.67%2025-12-312026-02-13history
XLE SELECT SECTOR SPDR TR40.4K shares76.10%2025-12-312026-02-13history
Sponsored
ADBE ADOBE INC5.1K shares3.88%2025-12-312026-02-13history
PFXF VANECK ETF TRUST100.7K shares379.10%2025-12-312026-02-13history
AJG GALLAGHER ARTHUR J & CO6.9K shares-3.90%2025-12-312026-02-13history
ROK ROCKWELL AUTOMATION INC4.6K shares-6.91%2025-12-312026-02-13history
SNA SNAP ON INC5.1K shares662.61%2025-12-312026-02-13history
PCAR PACCAR INC16.2K shares-0.63%2025-12-312026-02-13history
MCK MCKESSON CORP2.1K shares0.85%2025-12-312026-02-13history
KORP AMERICAN CENTY ETF TR37.0K shares84.79%2025-12-312026-02-13history
Sponsored
AIQ GLOBAL X FDS34.4K shares-67.26%2025-12-312026-02-13history
SYY SYSCO CORP23.7K shares-15.65%2025-12-312026-02-13history
ACGL ARCH CAP GROUP LTD18.1K shares-2.99%2025-12-312026-02-13history
CION CION INVT CORP178.8K shares-1.84%2025-12-312026-02-13history

Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR4.8K shares-49.47%2025-12-312026-02-13history

Put Option Holdings
No put option holdings data available