The Analysis of PATTEN & PATTEN INC/TN's Holdings
Currently, PATTEN & PATTEN INC/TN holds 341 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in IEI (+61.2K shares, valued at $7.3M), RSPT (+119.6K shares, valued at $5.4M), MGC (+16.6K shares, valued at $4.2M); decreased their positions in AAPL (-40.5K shares, valued at $11.0M), SW (-170.5K shares, valued at $6.6M), PYPL (-90.0K shares, valued at $5.3M); initiated new positions in IEI (+61.2K shares, valued at $7.3M), GPIX (+27.6K shares, valued at $1.5M), RFI (+44.3K shares, valued at $489.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC638.2K shares-5.96%2025-12-312026-02-03
MSFT MICROSOFT CORP150.7K shares-2.91%2025-12-312026-02-03 ALPHABET INC ALPHABET INC204.6K shares-4.62%2025-12-312026-02-03 IXN ISHARES TR545.2K shares2.88%2025-12-312026-02-03 VGSH VANGUARD SCOTTSDALE FDS816.2K shares1.06%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.119.7K shares-4.66%2025-12-312026-02-03 ABBV ABBVIE INC162.9K shares-4.83%2025-12-312026-02-03 V VISA INC98.7K shares-4.87%2025-12-312026-02-03 PGR PROGRESSIVE CORP138.5K shares-4.34%2025-12-312026-02-03 SW SMURFIT WESTROCK PLC775.7K shares-18.01%2025-12-312026-02-03 RTX RTX CORPORATION147.8K shares-3.52%2025-12-312026-02-03 WMT WALMART INC226.4K shares-2.51%2025-12-312026-02-03 ALPHABET INC ALPHABET INC76.9K shares-3.94%2025-12-312026-02-03 TJX TJX COS INC NEW145.3K shares-3.46%2025-12-312026-02-03 OEF ISHARES TR62.9K shares0.49%2025-12-312026-02-03 LECO LINCOLN ELEC HLDGS INC86.3K shares0.00%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW22.0K shares-6.65%2025-12-312026-02-03 GSST GOLDMAN SACHS ETF TR370.3K shares0.16%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON88.5K shares-2.56%2025-12-312026-02-03 ABT ABBOTT LABS140.5K shares-4.66%2025-12-312026-02-03 JEPI J P MORGAN EXCHANGE TRADED F302.7K shares-8.95%2025-12-312026-02-03 TSCO TRACTOR SUPPLY CO338.0K shares-5.74%2025-12-312026-02-03 XOM EXXON MOBIL CORP137.9K shares0.76%2025-12-312026-02-03 VCSH VANGUARD SCOTTSDALE FDS207.8K shares6.95%2025-12-312026-02-03 LLY ELI LILLY & CO15.4K shares-5.60%2025-12-312026-02-03 COP CONOCOPHILLIPS176.3K shares-5.17%2025-12-312026-02-03 HELO J P MORGAN EXCHANGE TRADED F244.1K shares-3.24%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC48.0K shares-8.69%2025-12-312026-02-03 LPX LOUISIANA PAC CORP195.9K shares-9.24%2025-12-312026-02-03 MGC VANGUARD WORLD FD62.9K shares35.96%2025-12-312026-02-03 IYF ISHARES TR117.3K shares0.51%2025-12-312026-02-03 GLD SPDR GOLD TR36.8K shares25.66%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR21.2K shares-8.19%2025-12-312026-02-03 HEDJ WISDOMTREE TR262.6K shares-2.05%2025-12-312026-02-03 GPIQ GOLDMAN SACHS ETF TR245.3K shares8.23%2025-12-312026-02-03 KRE SPDR SERIES TRUST193.0K shares3.49%2025-12-312026-02-03 KO COCA COLA CO171.4K shares-14.48%2025-12-312026-02-03 NEE NEXTERA ENERGY INC141.7K shares-5.01%2025-12-312026-02-03 PHM PULTE GROUP INC96.6K shares-6.75%2025-12-312026-02-03 QCOM QUALCOMM INC63.4K shares-3.26%2025-12-312026-02-03 AMZN AMAZON COM INC46.7K shares-1.32%2025-12-312026-02-03 EUAD SPINNAKER ETF SERIES252.5K shares8.48%2025-12-312026-02-03 SCHW SCHWAB CHARLES CORP106.4K shares-0.53%2025-12-312026-02-03 EW EDWARDS LIFESCIENCES CORP116.8K shares-5.61%2025-12-312026-02-03 INTU INTUIT14.8K shares-5.47%2025-12-312026-02-03 RSPT INVESCO EXCHANGE TRADED FD T196.3K shares156.10%2025-12-312026-02-03 HD HOME DEPOT INC25.9K shares-0.81%2025-12-312026-02-03 CSCO CISCO SYS INC115.6K shares-5.72%2025-12-312026-02-03 NGVT INGEVITY CORP147.2K shares-10.81%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC40.2K shares-11.51%2025-12-312026-02-03 TXN TEXAS INSTRS INC49.4K shares-6.16%2025-12-312026-02-03 HLT HILTON WORLDWIDE HLDGS INC29.3K shares-4.92%2025-12-312026-02-03 NVDA NVIDIA CORPORATION43.6K shares17.12%2025-12-312026-02-03 AOS SMITH A O CORP119.4K shares-8.23%2025-12-312026-02-03 ADBE ADOBE INC22.3K shares-13.47%2025-12-312026-02-03 CVX CHEVRON CORP NEW51.0K shares-3.36%2025-12-312026-02-03 BA BOEING CO35.1K shares7.91%2025-12-312026-02-03 HON HONEYWELL INTL INC38.1K shares-5.39%2025-12-312026-02-03 IEI ISHARES TR61.2K sharesnew addition2025-12-312026-02-03 XLK SELECT SECTOR SPDR TR50.7K shares101.31%2025-12-312026-02-03 SHY ISHARES TR87.4K shares53.56%2025-12-312026-02-03 PEP PEPSICO INC49.6K shares-2.96%2025-12-312026-02-03 XLV SELECT SECTOR SPDR TR45.3K shares2.59%2025-12-312026-02-03 BOND PIMCO ETF TR74.9K shares14.70%2025-12-312026-02-03 ORLY OREILLY AUTOMOTIVE INC76.3K shares-4.01%2025-12-312026-02-03 CNI CANADIAN NATL RY CO66.3K shares-6.70%2025-12-312026-02-03 BROADCOM INC BROADCOM INC18.9K shares-1.30%2025-12-312026-02-03 INDA ISHARES TR118.6K shares10.64%2025-12-312026-02-03 HCA HCA HEALTHCARE INC13.4K shares-0.22%2025-12-312026-02-03 EFA ISHARES TR63.6K shares16.57%2025-12-312026-02-03 LOW LOWES COS INC24.3K shares-2.06%2025-12-312026-02-03 XLI SELECT SECTOR SPDR TR36.1K shares-0.26%2025-12-312026-02-03 IVV ISHARES TR8.1K shares-2.55%2025-12-312026-02-03 NSC NORFOLK SOUTHN CORP18.9K shares-3.52%2025-12-312026-02-03 TFC TRUIST FINL CORP102.8K shares-1.35%2025-12-312026-02-03 FCX FREEPORT-MCMORAN INC95.8K shares-1.19%2025-12-312026-02-03 CITIGROUP INC CITIGROUP INC40.9K shares-2.85%2025-12-312026-02-03 GE AEROSPACE GE AEROSPACE14.8K shares0.61%2025-12-312026-02-03 MS MORGAN STANLEY25.4K shares-15.91%2025-12-312026-02-03 IGV ISHARES TR41.5K shares-4.76%2025-12-312026-02-03 DXCM DEXCOM INC64.4K shares-22.23%2025-12-312026-02-03 BAC BANK AMERICA CORP76.8K shares-5.70%2025-12-312026-02-03 ITA ISHARES TR19.6K shares19.24%2025-12-312026-02-03 DLR DIGITAL RLTY TR INC27.2K shares-4.74%2025-12-312026-02-03 GEV GE VERNOVA INC6.4K shares3.65%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC4.3K shares-1.30%2025-12-312026-02-03 IWM ISHARES TR15.1K shares-3.35%2025-12-312026-02-03 CRWD CROWDSTRIKE HLDGS INC7.9K shares-12.04%2025-12-312026-02-03 SCHA SCHWAB STRATEGIC TR127.7K shares1.11%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO24.9K shares-4.30%2025-12-312026-02-03 STZ CONSTELLATION BRANDS INC25.0K shares129.05%2025-12-312026-02-03 NVS NOVARTIS AG23.7K shares-0.97%2025-12-312026-02-03 MA MASTERCARD INCORPORATED5.5K shares-0.05%2025-12-312026-02-03 PNFP PINNACLE FINL PARTNERS INC31.7K shares3.75%2025-12-312026-02-03 NKE NIKE INC45.1K shares3.82%2025-12-312026-02-03 XLU SELECT SECTOR SPDR TR65.0K shares98.58%2025-12-312026-02-03 MCD MCDONALDS CORP8.9K shares-0.27%2025-12-312026-02-03 AMAT APPLIED MATLS INC10.5K shares-1.88%2025-12-312026-02-03 VUG VANGUARD INDEX FDS5.4K shares0.20%2025-12-312026-02-03 XLC SELECT SECTOR SPDR TR22.5K shares-3.85%2025-12-312026-02-03 RSG REPUBLIC SVCS INC12.3K shares-0.49%2025-12-312026-02-03 EXAS EXACT SCIENCES CORP25.7K shares-10.26%2025-12-312026-02-03 MBND SSGA ACTIVE TR93.1K shares0.27%2025-12-312026-02-03 EWG ISHARES INC59.8K shares7.46%2025-12-312026-02-03 NFLX NETFLIX INC26.9K shares1233.40%2025-12-312026-02-03 FDX FEDEX CORP8.7K shares-4.38%2025-12-312026-02-03 MMM 3M CO15.5K shares-2.77%2025-12-312026-02-03 JPST J P MORGAN EXCHANGE TRADED F48.6K shares0.00%2025-12-312026-02-03 RF REGIONS FINANCIAL CORP NEW88.2K shares-0.37%2025-12-312026-02-03 VMC VULCAN MATLS CO8.3K shares0.00%2025-12-312026-02-03 EWJ ISHARES INC29.1K shares12.56%2025-12-312026-02-03 IHE ISHARES TR26.8K shares1.41%2025-12-312026-02-03 QUAL ISHARES TR11.0K shares0.00%2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP3.8K shares0.00%2025-12-312026-02-03 D DOMINION ENERGY INC37.2K shares11.21%2025-12-312026-02-03 MBS ANGEL OAK FUNDS TRUST245.0K shares-1.33%2025-12-312026-02-03 PSX PHILLIPS 6616.6K shares-10.30%2025-12-312026-02-03 MBB ISHARES TR22.5K shares11.29%2025-12-312026-02-03 CAT CATERPILLAR INC3.7K shares-0.35%2025-12-312026-02-03 XYL XYLEM INC15.1K shares-4.59%2025-12-312026-02-03 IYW ISHARES TR10.3K shares0.00%2025-12-312026-02-03 PYPL PAYPAL HLDGS INC34.3K shares-72.43%2025-12-312026-02-03 DAL DELTA AIR LINES INC DEL28.3K shares-7.05%2025-12-312026-02-03 IYG ISHARES TR21.2K shares-3.41%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS6.5K shares5.06%2025-12-312026-02-03 IYC ISHARES TR18.7K shares-1.71%2025-12-312026-02-03 XLF SELECT SECTOR SPDR TR35.2K shares3.03%2025-12-312026-02-03 LDUR PIMCO ETF TR20.0K shares0.73%2025-12-312026-02-03 NVO NOVO-NORDISK A S37.6K shares14.38%2025-12-312026-02-03 ECL ECOLAB INC7.2K shares-9.50%2025-12-312026-02-03 ORCL ORACLE CORP9.5K shares-9.71%2025-12-312026-02-03 XLE SELECT SECTOR SPDR TR41.2K shares94.06%2025-12-312026-02-03 SO SOUTHERN CO20.8K shares-0.23%2025-12-312026-02-03 ZTS ZOETIS INC14.4K shares0.01%2025-12-312026-02-03 AXP AMERICAN EXPRESS CO4.7K shares-0.96%2025-12-312026-02-03 EQWL INVESCO EXCHANGE TRADED FD T14.6K shares49.03%2025-12-312026-02-03 IWL ISHARES TR9.9K shares0.00%2025-12-312026-02-03 BILZ PIMCO ETF TR16.6K shares-12.26%2025-12-312026-02-03 SHV ISHARES TR15.0K shares-8.32%2025-12-312026-02-03 IUSG ISHARES TR9.6K shares0.00%2025-12-312026-02-03 GLW CORNING INC17.8K shares0.57%2025-12-312026-02-03 LULU LULULEMON ATHLETICA INC7.5K shares-8.93%2025-12-312026-02-03 UNP UNION PAC CORP6.7K shares-1.31%2025-12-312026-02-03 DVY ISHARES TR10.8K shares-0.23%2025-12-312026-02-03 GPIX GOLDMAN SACHS ETF TR27.6K sharesnew addition2025-12-312026-02-03 IWY ISHARES TR5.2K shares0.00%2025-12-312026-02-03 PLNT PLANET FITNESS INC13.3K shares-2.65%2025-12-312026-02-03 PFE PFIZER INC57.7K shares-4.87%2025-12-312026-02-03 MTUM ISHARES TR5.7K shares0.00%2025-12-312026-02-03 PRU PRUDENTIAL FINL INC12.4K shares-4.60%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP2.9K shares0.49%2025-12-312026-02-03 INTC INTEL CORP37.7K shares-5.17%2025-12-312026-02-03 PLD PROLOGIS INC.10.8K shares-23.57%2025-12-312026-02-03 PM PHILIP MORRIS INTL INC8.5K shares2.05%2025-12-312026-02-03 KR KROGER CO21.6K shares-2.71%2025-12-312026-02-03 DXJ WISDOMTREE TR9.4K shares0.00%2025-12-312026-02-03 IBIT ISHARES BITCOIN TRUST ETF26.7K shares-5.83%2025-12-312026-02-03 ADP AUTOMATIC DATA PROCESSING IN5.1K shares-2.56%2025-12-312026-02-03 CCJ CAMECO CORP14.3K shares1.42%2025-12-312026-02-03 GM GENERAL MTRS CO15.7K shares-3.47%2025-12-312026-02-03 META META PLATFORMS INC1.9K shares-5.95%2025-12-312026-02-03 EMR EMERSON ELEC CO9.4K shares-6.38%2025-12-312026-02-03 IWB ISHARES TR3.3K shares0.00%2025-12-312026-02-03 AWK AMERICAN WTR WKS CO INC NEW9.4K shares-17.35%2025-12-312026-02-03 MAR MARRIOTT INTL INC NEW3.9K shares0.00%2025-12-312026-02-03 DIS DISNEY WALT CO10.2K shares-1.52%2025-12-312026-02-03 ITOT ISHARES TR7.5K shares0.00%2025-12-312026-02-03 TSLA TESLA INC2.5K shares3.70%2025-12-312026-02-03 IJH ISHARES TR16.5K shares-4.16%2025-12-312026-02-03 SPHD INVESCO EXCH TRADED FD TR II22.2K shares-22.28%2025-12-312026-02-03 ULTA ULTA BEAUTY INC1.8K shares-28.46%2025-12-312026-02-03 LINDE PLC LINDE PLC2.5K shares-7.50%2025-12-312026-02-03 AMGN AMGEN INC3.2K shares7.45%2025-12-312026-02-03 RY ROYAL BK CDA6.1K shares0.00%2025-12-312026-02-03 GEHC GE HEALTHCARE TECHNOLOGIES I12.4K shares16.95%2025-12-312026-02-03 DE DEERE & CO2.2K shares0.46%2025-12-312026-02-03 AUPH AURINIA PHARMACEUTICALS INC63.0K shares-9.52%2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS4.5K shares0.13%2025-12-312026-02-03 KMB KIMBERLY-CLARK CORP9.8K shares-11.35%2025-12-312026-02-03 IDV ISHARES TR25.0K shares17.68%2025-12-312026-02-03 CARR CARRIER GLOBAL CORPORATION18.0K shares-0.82%2025-12-312026-02-03 IWR ISHARES TR9.4K shares0.00%2025-12-312026-02-03 PWR QUANTA SVCS INC2.1K shares0.00%2025-12-312026-02-03 WSM WILLIAMS SONOMA INC5.0K shares0.00%2025-12-312026-02-03 HDV ISHARES TR7.4K shares-1.17%2025-12-312026-02-03 BMY BRISTOL-MYERS SQUIBB CO16.4K shares-14.13%2025-12-312026-02-03 IWV ISHARES TR2.2K shares9.77%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares0.00%2025-12-312026-02-03 UNM UNUM GROUP11.1K shares0.00%2025-12-312026-02-03 EA ELECTRONIC ARTS INC4.2K shares-0.36%2025-12-312026-02-03 IYY ISHARES TR5.1K shares0.00%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC20.5K shares-8.13%2025-12-312026-02-03 WFC WELLS FARGO CO NEW9.0K shares17.88%2025-12-312026-02-03 TMUS T-MOBILE US INC4.0K shares-27.87%2025-12-312026-02-03 RCL ROYAL CARIBBEAN GROUP2.9K shares0.00%2025-12-312026-02-03 SUB ISHARES TR7.4K shares-2.36%2025-12-312026-02-03 TPL TEXAS PACIFIC LAND CORPORATI2.7K shares199.89%2025-12-312026-02-03 SEIC SEI INVTS CO9.4K shares0.00%2025-12-312026-02-03 IMO IMPERIAL OIL LTD8.8K shares0.00%2025-12-312026-02-03 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-03 MO ALTRIA GROUP INC12.9K shares11.21%2025-12-312026-02-03 VGT VANGUARD WORLD FD984 shares0.00%2025-12-312026-02-03 XBI SPDR SERIES TRUST5.8K shares0.00%2025-12-312026-02-03 WMB WILLIAMS COS INC11.8K shares6.31%2025-12-312026-02-03 IWF ISHARES TR1.5K shares-21.21%2025-12-312026-02-03 SMH VANECK ETF TRUST2.0K shares-22.66%2025-12-312026-02-03 VTI VANGUARD INDEX FDS2.1K shares-3.35%2025-12-312026-02-03 APD AIR PRODS & CHEMS INC2.8K shares0.00%2025-12-312026-02-03 DOV DOVER CORP3.5K shares-12.66%2025-12-312026-02-03 XLRE SELECT SECTOR SPDR TR16.1K shares0.00%2025-12-312026-02-03 ILCG ISHARES TR6.2K shares0.00%2025-12-312026-02-03 USMV ISHARES TR6.7K shares-0.37%2025-12-312026-02-03 IYJ ISHARES TR4.1K shares-1.11%2025-12-312026-02-03 IEF ISHARES TR6.2K shares-6.46%2025-12-312026-02-03 TGT TARGET CORP5.9K shares0.00%2025-12-312026-02-03 MBLY MOBILEYE GLOBAL INC55.0K shares-26.30%2025-12-312026-02-03 IJR ISHARES TR4.8K shares-0.13%2025-12-312026-02-03 GNRC GENERAC HLDGS INC4.1K shares-10.31%2025-12-312026-02-03 CMCSA COMCAST CORP NEW18.7K shares-27.29%2025-12-312026-02-03 CEG CONSTELLATION ENERGY CORP1.6K shares4.97%2025-12-312026-02-03 AGG ISHARES TR5.6K shares-12.28%2025-12-312026-02-03 WY WEYERHAEUSER CO MTN BE23.5K shares3.62%2025-12-312026-02-03 KMI KINDER MORGAN INC DEL20.0K shares11.75%2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR20.0K shares-36.60%2025-12-312026-02-03 IVW ISHARES TR4.3K shares1.35%2025-12-312026-02-03 DFAU DIMENSIONAL ETF TRUST11.1K shares-5.55%2025-12-312026-02-03 SCHX SCHWAB STRATEGIC TR19.1K shares10.91%2025-12-312026-02-03 CL COLGATE PALMOLIVE CO6.5K shares-6.59%2025-12-312026-02-03 CACI CACI INTL INC955 shares27.33%2025-12-312026-02-03 ENB ENBRIDGE INC10.6K shares0.00%2025-12-312026-02-03 IAT ISHARES TR9.0K shares0.00%2025-12-312026-02-03 ALPS ETF TR ALPS ETF TR10.4K shares-41.14%2025-12-312026-02-03 RFI COHEN & STEERS TOTAL RETURN44.3K sharesnew addition2025-12-312026-02-03 VHT VANGUARD WORLD FD1.7K shares2.96%2025-12-312026-02-03 MHK MOHAWK INDS INC4.3K shares-2.16%2025-12-312026-02-03 EPD ENTERPRISE PRODS PARTNERS L14.4K shares0.89%2025-12-312026-02-03 SCHG SCHWAB STRATEGIC TR13.8K shares-14.62%2025-12-312026-02-03 VO VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-03 TRV TRAVELERS COMPANIES INC1.5K shares26.08%2025-12-312026-02-03 URA GLOBAL X FDS10.3K shares15.86%2025-12-312026-02-03 IEFA ISHARES TR4.9K shares0.00%2025-12-312026-02-03 IEMG ISHARES INC6.4K shares-1.79%2025-12-312026-02-03 CSGP COSTAR GROUP INC6.3K shares-26.35%2025-12-312026-02-03 VTV VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-02-03 IUSV ISHARES TR4.1K shares0.00%2025-12-312026-02-03 AFL AFLAC INC3.8K shares11.26%2025-12-312026-02-03 DIA SPDR DOW JONES INDL AVERAGE866 shares0.00%2025-12-312026-02-03 MDLZ MONDELEZ INTL INC7.7K shares-3.64%2025-12-312026-02-03 FNDX SCHWAB STRATEGIC TR15.0K shares0.00%2025-12-312026-02-03 T AT&T INC16.4K shares5.53%2025-12-312026-02-03 PTLC PACER FDS TR7.3K shares0.00%2025-12-312026-02-03 IYT ISHARES TR5.4K shares0.00%2025-12-312026-02-03 AMT AMERICAN TOWER CORP NEW2.3K shares-37.60%2025-12-312026-02-03 IYR ISHARES TR4.2K shares-0.59%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC2.2K shares0.45%2025-12-312026-02-03 DLB DOLBY LABORATORIES INC6.1K shares-42.56%2025-12-312026-02-03 GIS GENERAL MLS INC8.3K shares-11.57%2025-12-312026-02-03 PFF ISHARES TR12.3K shares-15.46%2025-12-312026-02-03 SHEL SHELL PLC5.2K shares-4.62%2025-12-312026-02-03 COF CAPITAL ONE FINL CORP1.6K shares0.00%2025-12-312026-02-03 AIG AMERICAN INTL GROUP INC4.4K shares0.00%2025-12-312026-02-03 IWN ISHARES TR2.1K shares-2.33%2025-12-312026-02-03 PAYX PAYCHEX INC3.2K shares-6.96%2025-12-312026-02-03 TMO THERMO FISHER SCIENTIFIC INC626 shares0.00%2025-12-312026-02-03 EEM ISHARES TR6.6K shares-2.24%2025-12-312026-02-03 OTIS OTIS WORLDWIDE CORP4.0K shares14.41%2025-12-312026-02-03 SBUX STARBUCKS CORP4.2K shares3.77%2025-12-312026-02-03 VYM VANGUARD WHITEHALL FDS2.3K shares0.17%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F6.1K shares0.00%2025-12-312026-02-03 SDY SPDR SERIES TRUST2.3K shares-2.56%2025-12-312026-02-03 SOXX ISHARES TR1.0K shares-51.65%2025-12-312026-02-03 SCHI SCHWAB STRATEGIC TR13.4K shares0.00%2025-12-312026-02-03 HPE HEWLETT PACKARD ENTERPRISE C12.8K shares-12.03%2025-12-312026-02-03 COKE COCA COLA CONS INC2.0K shares0.00%2025-12-312026-02-03 BMO BANK MONTREAL QUE2.3K shares0.00%2025-12-312026-02-03 SPGI S&P GLOBAL INC573 shares0.00%2025-12-312026-02-03 SCHF SCHWAB STRATEGIC TR12.3K shares0.00%2025-12-312026-02-03 IEZ ISHARES TR14.0K shares-31.46%2025-12-312026-02-03 VDE VANGUARD WORLD FD2.3K shares-39.64%2025-12-312026-02-03 VMBS VANGUARD SCOTTSDALE FDS6.2K shares1.24%2025-12-312026-02-03 ATO ATMOS ENERGY CORP1.7K shares0.00%2025-12-312026-02-03 VIS VANGUARD WORLD FD955 shares0.00%2025-12-312026-02-03 SCHB SCHWAB STRATEGIC TR10.9K shares-12.35%2025-12-312026-02-03 VLO VALERO ENERGY CORP1.7K shares-0.91%2025-12-312026-02-03 SCHR SCHWAB STRATEGIC TR11.1K shares0.00%2025-12-312026-02-03 BDX BECTON DICKINSON & CO1.4K shares-30.77%2025-12-312026-02-03 NUE NUCOR CORP1.7K shares-15.02%2025-12-312026-02-03 DOCU DOCUSIGN INC4.0K shares-6.87%2025-12-312026-02-03 VFH VANGUARD WORLD FD2.0K sharesnew addition2025-12-312026-02-03 VOE VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-03 IWO ISHARES TR805 shares-33.20%2025-12-312026-02-03 UCB UNITED CMNTY BKS BLAIRSVLE G8.3K shares4.75%2025-12-312026-02-03 HOLX HOLOGIC INC3.5K shares-15.29%2025-12-312026-02-03 FTLS FIRST TR EXCH TRADED FD III3.6K shares0.00%2025-12-312026-02-03 SYK STRYKER CORPORATION723 sharesnew addition2025-12-312026-02-03 WM WASTE MGMT INC DEL1.1K shares15.12%2025-12-312026-02-03 XYLD GLOBAL X FDS6.0K shares0.22%2025-12-312026-02-03 ETHA ISHARES ETHEREUM TR10.9K shares30.38%2025-12-312026-02-03 IWD ISHARES TR1.1K shares0.09%2025-12-312026-02-03 EFG ISHARES TR2.1K shares1.20%2025-12-312026-02-03 ACWV ISHARES INC2.0K shares0.00%2025-12-312026-02-03 ALL ALLSTATE CORP1.1K shares0.00%2025-12-312026-02-03 IYK ISHARES TR3.6K shares-7.89%2025-12-312026-02-03 FNDF SCHWAB STRATEGIC TR5.2K shares0.00%2025-12-312026-02-03 VPU VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-02-03 DG DOLLAR GEN CORP NEW1.7K shares-15.36%2025-12-312026-02-03 IHI ISHARES TR3.7K shares0.00%2025-12-312026-02-03 FNDA SCHWAB STRATEGIC TR7.3K shares0.00%2025-12-312026-02-03 BND VANGUARD BD INDEX FDS3.1K shares0.00%2025-12-312026-02-03 MUB ISHARES TR2.1K shares-17.53%2025-12-312026-02-03 SLV ISHARES SILVER TR3.5K sharesnew addition2025-12-312026-02-03 MDY SPDR S&P MIDCAP 400 ETF TR370 shares0.00%2025-12-312026-02-03 IVE ISHARES TR1.0K shares4.80%2025-12-312026-02-03 IYH ISHARES TR3.4K shares-12.82%2025-12-312026-02-03 PTY PIMCO CORPORATE & INCOME OPP17.0K shares2.60%2025-12-312026-02-03 MTSI MACOM TECH SOLUTIONS HLDGS I1.3K sharesnew addition2025-12-312026-02-03 EXC EXELON CORP5.0K shares0.00%2025-12-312026-02-03 CHY CALAMOS CONV & HIGH INCOME F19.2K shares2.69%2025-12-312026-02-03 FDN FIRST TR EXCHANGE-TRADED FD797 shares0.00%2025-12-312026-02-03 SNPS SYNOPSYS INC450 shares-23.47%2025-12-312026-02-03 HBAN HUNTINGTON BANCSHARES INC12.1K shares0.00%2025-12-312026-02-03 SNY SANOFI SA4.2K sharesnew addition2025-12-312026-02-03 SLB SLB LIMITED5.3K shares-16.87%2025-12-312026-02-03 IUSB ISHARES TR4.3K shares0.00%2025-12-312026-02-03 PK PARK HOTELS & RESORTS INC12.1K shares-3.58%2025-12-312026-02-03 NOK NOKIA CORP18.1K shares-2.68%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available