The Analysis of PDS Planning, Inc's Holdings
Currently, PDS Planning, Inc holds 553 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in AGG (+29.6K shares, valued at $3.0M), MUB (+25.0K shares, valued at $2.7M), NFLX (+23.0K shares, valued at $2.2M); decreased their positions in IGSB (-17.5K shares, valued at $924.7K), BSV (-8.4K shares, valued at $658.2K), IVV (-784 shares, valued at $537.0K); initiated new positions in N/A (+17.1K shares, valued at $1.1M), SLDE (+36.7K shares, valued at $714.2K), N/A (+10.0K shares, valued at $651.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS1.8M shares-0.05%2025-12-312026-01-26
IVV ISHARES TR150.2K shares-0.52%2025-12-312026-01-26 AGG ISHARES TR790.5K shares3.89%2025-12-312026-01-26 VO VANGUARD INDEX FDS227.8K shares1.75%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR601.9K shares3.17%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS277.8K shares0.64%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F1.0M shares-0.40%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS951.9K shares2.52%2025-12-312026-01-26 IGSB ISHARES TR729.4K shares-2.34%2025-12-312026-01-26 REET ISHARES TR1.5M shares4.28%2025-12-312026-01-26 AAPL APPLE INC130.6K shares5.59%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS410.5K shares-1.99%2025-12-312026-01-26 NVDA NVIDIA CORPORATION173.0K shares3.47%2025-12-312026-01-26 MSFT MICROSOFT CORP53.1K shares0.09%2025-12-312026-01-26 ABBV ABBVIE INC110.5K shares2.35%2025-12-312026-01-26 VBR VANGUARD INDEX FDS98.9K shares-0.15%2025-12-312026-01-26 IEFA ISHARES TR187.3K shares-0.10%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS220.9K shares0.38%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.49.4K shares-2.53%2025-12-312026-01-26 ABT ABBOTT LABS121.4K shares0.62%2025-12-312026-01-26 AMZN AMAZON COM INC65.7K shares5.94%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY INC DEL20 shares11.11%2025-12-312026-01-26 IJH ISHARES TR228.7K shares0.78%2025-12-312026-01-26 ALPHABET INC ALPHABET INC46.4K shares3.01%2025-12-312026-01-26 MUB ISHARES TR130.0K shares23.78%2025-12-312026-01-26 IEMG ISHARES INC205.7K shares0.84%2025-12-312026-01-26 VB VANGUARD INDEX FDS52.1K shares2.39%2025-12-312026-01-26 ALPHABET INC ALPHABET INC42.4K shares8.19%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS259.0K shares3.39%2025-12-312026-01-26 IAGG ISHARES TR228.2K shares18.01%2025-12-312026-01-26 SUB ISHARES TR99.7K shares24.46%2025-12-312026-01-26 BROADCOM INC BROADCOM INC26.7K shares-2.43%2025-12-312026-01-26 VTI VANGUARD INDEX FDS26.2K shares22.75%2025-12-312026-01-26 VT VANGUARD INTL EQUITY INDEX F58.0K shares2.60%2025-12-312026-01-26 META META PLATFORMS INC12.3K shares1.73%2025-12-312026-01-26 LLY ELI LILLY & CO7.3K shares4.88%2025-12-312026-01-26 VEU VANGUARD INTL EQUITY INDEX F106.8K shares-1.35%2025-12-312026-01-26 TSLA TESLA INC15.7K shares0.87%2025-12-312026-01-26 OUNZ VANECK MERK GOLD ETF167.8K shares0.00%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD20.6K shares-0.28%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS64.3K shares4.37%2025-12-312026-01-26 VIGI VANGUARD WHITEHALL FDS59.6K shares0.36%2025-12-312026-01-26 JMST J P MORGAN EXCHANGE TRADED F102.7K shares-1.35%2025-12-312026-01-26 VV VANGUARD INDEX FDS16.4K shares-0.74%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO35.9K shares-6.72%2025-12-312026-01-26 KO COCA COLA CO64.6K shares-0.10%2025-12-312026-01-26 V VISA INC12.2K shares1.45%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR6.0K shares-0.46%2025-12-312026-01-26 ORCL ORACLE CORP19.7K shares9.66%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON18.3K shares-3.50%2025-12-312026-01-26 MA MASTERCARD INCORPORATED6.3K shares1.19%2025-12-312026-01-26 WMT WALMART INC31.5K shares1.20%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC34.7K shares2.62%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW3.8K shares3.13%2025-12-312026-01-26 CINF CINCINNATI FINL CORP19.2K shares-3.28%2025-12-312026-01-26 XOM EXXON MOBIL CORP25.5K shares1.04%2025-12-312026-01-26 DE DEERE & CO6.3K shares-4.17%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE8.4K shares0.27%2025-12-312026-01-26 JEPQ J P MORGAN EXCHANGE TRADED F43.5K shares1.65%2025-12-312026-01-26 GLDM WORLD GOLD TR28.5K shares0.83%2025-12-312026-01-26 NFLX NETFLIX INC25.7K shares874.25%2025-12-312026-01-26 HD HOME DEPOT INC6.9K shares-8.24%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST57.4K shares0.00%2025-12-312026-01-26 VTV VANGUARD INDEX FDS11.7K shares1.44%2025-12-312026-01-26 CSCO CISCO SYS INC27.6K shares11.25%2025-12-312026-01-26 SDY SPDR SERIES TRUST15.2K shares0.08%2025-12-312026-01-26 VSS VANGUARD INTL EQUITY INDEX F14.1K shares1.05%2025-12-312026-01-26 APH AMPHENOL CORP NEW14.9K shares-9.70%2025-12-312026-01-26 ISTB ISHARES TR41.3K shares-5.61%2025-12-312026-01-26 JPIE J P MORGAN EXCHANGE TRADED F42.6K shares13.81%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS6.6K shares13.53%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F33.3K shares1.32%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC5.7K shares6.12%2025-12-312026-01-26 CVX CHEVRON CORP NEW12.2K shares3.61%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC8.5K shares2.01%2025-12-312026-01-26 ASML ASML HOLDING N V1.7K shares2.75%2025-12-312026-01-26 HBAN HUNTINGTON BANCSHARES INC103.2K shares4.13%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC3.0K shares2.08%2025-12-312026-01-26 GLD SPDR GOLD TR4.3K shares-10.91%2025-12-312026-01-26 JCPB J P MORGAN EXCHANGE TRADED F35.6K shares-5.66%2025-12-312026-01-26 CAT CATERPILLAR INC2.9K shares1.03%2025-12-312026-01-26 NEE NEXTERA ENERGY INC20.4K shares-3.35%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC9.2K shares-6.54%2025-12-312026-01-26 BAC BANK AMERICA CORP28.3K shares2.06%2025-12-312026-01-26 ADBE ADOBE INC4.4K shares24.37%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC5.3K shares0.30%2025-12-312026-01-26 CAH CARDINAL HEALTH INC7.2K shares0.33%2025-12-312026-01-26 BKNG BOOKING HOLDINGS INC273 shares-2.85%2025-12-312026-01-26 SHOP SHOPIFY INC9.1K shares-5.66%2025-12-312026-01-26 PEP PEPSICO INC10.1K shares-1.79%2025-12-312026-01-26 SPYI NEOS ETF TRUST27.4K shares1.81%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC1.6K shares-0.67%2025-12-312026-01-26 LINDE PLC LINDE PLC3.3K shares-11.78%2025-12-312026-01-26 SCHB SCHWAB STRATEGIC TR54.1K shares-2.71%2025-12-312026-01-26 VGT VANGUARD WORLD FD1.9K shares1.46%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS17.6K shares-4.29%2025-12-312026-01-26 HDB HDFC BANK LTD38.0K shares1.79%2025-12-312026-01-26 CRM SALESFORCE INC5.2K shares-3.26%2025-12-312026-01-26 MCD MCDONALDS CORP4.5K shares-0.53%2025-12-312026-01-26 RTX RTX CORPORATION7.4K shares1.16%2025-12-312026-01-26 MEDP MEDPACE HLDGS INC2.4K shares0.34%2025-12-312026-01-26 ACT ENACT HLDGS INC33.5K shares-0.02%2025-12-312026-01-26 NVS NOVARTIS AG9.5K shares0.70%2025-12-312026-01-26 HSBC HSBC HLDGS PLC16.6K shares2.44%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC2.3K shares11.55%2025-12-312026-01-26 WFC WELLS FARGO CO NEW13.7K shares4.45%2025-12-312026-01-26 GEV GE VERNOVA INC1.9K shares11.67%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F24.7K shares-10.72%2025-12-312026-01-26 AMAT APPLIED MATLS INC4.9K shares2.71%2025-12-312026-01-26 COF CAPITAL ONE FINL CORP5.1K shares18.47%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR8.4K shares99.43%2025-12-312026-01-26 UNP UNION PAC CORP5.2K shares-9.34%2025-12-312026-01-26 NOW SERVICENOW INC7.9K shares127.45%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING IN4.7K shares-4.58%2025-12-312026-01-26 MS MORGAN STANLEY6.7K shares1.73%2025-12-312026-01-26 VUG VANGUARD INDEX FDS2.4K shares-0.58%2025-12-312026-01-26 BABA ALIBABA GROUP HLDG LTD8.0K shares4.16%2025-12-312026-01-26 IWN ISHARES TR6.5K shares0.28%2025-12-312026-01-26 TXN TEXAS INSTRS INC6.7K shares-6.49%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO3.1K shares-7.21%2025-12-312026-01-26 LOW LOWES COS INC4.8K shares-2.58%2025-12-312026-01-26 INTU INTUIT1.7K shares0.00%2025-12-312026-01-26 COP CONOCOPHILLIPS12.1K shares-0.46%2025-12-312026-01-26 AZN ASTRAZENECA PLC11.9K shares1.55%2025-12-312026-01-26 AMGN AMGEN INC3.3K shares15.24%2025-12-312026-01-26 TJX TJX COS INC NEW6.9K shares-8.24%2025-12-312026-01-26 DHR DANAHER CORPORATION4.5K shares0.91%2025-12-312026-01-26 SAP SAP SE4.2K shares-9.20%2025-12-312026-01-26 BA BOEING CO4.7K shares18.75%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC2.2K shares-2.67%2025-12-312026-01-26 MCK MCKESSON CORP1.2K shares0.50%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP9.9K shares-3.50%2025-12-312026-01-26 DIS DISNEY WALT CO8.6K shares-8.42%2025-12-312026-01-26 SMFG SUMITOMO MITSUI FINL GROUP I50.3K shares1.93%2025-12-312026-01-26 TM TOYOTA MOTOR CORP4.5K shares15.18%2025-12-312026-01-26 SPGI S&P GLOBAL INC1.8K shares-5.90%2025-12-312026-01-26 RY ROYAL BK CDA5.6K shares0.30%2025-12-312026-01-26 IBN ICICI BANK LIMITED31.8K shares-3.85%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC8.1K shares-1.49%2025-12-312026-01-26 INFY INFOSYS LTD52.2K shares16.56%2025-12-312026-01-26 KLAC KLA CORP759 shares3.41%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC5.7K shares0.09%2025-12-312026-01-26 SONY SONY GROUP CORP35.0K shares-0.30%2025-12-312026-01-26 GLW CORNING INC10.0K shares24.42%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP1.8K shares1.35%2025-12-312026-01-26 GAL SSGA ACTIVE ETF TR17.5K shares-1.23%2025-12-312026-01-26 SHEL SHELL PLC11.7K shares11.96%2025-12-312026-01-26 UBS UBS GROUP AG18.5K shares-4.06%2025-12-312026-01-26 QCOM QUALCOMM INC5.0K shares-1.39%2025-12-312026-01-26 WELL WELLTOWER INC4.6K shares5.83%2025-12-312026-01-26 STRV EA SERIES TRUST19.2K shares3.14%2025-12-312026-01-26 CB CHUBB LIMITED2.7K shares2.12%2025-12-312026-01-26 PLD PROLOGIS INC.6.6K shares8.74%2025-12-312026-01-26 EMR EMERSON ELEC CO6.3K shares-0.32%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR34.5K shares101.40%2025-12-312026-01-26 PFE PFIZER INC33.3K shares3.40%2025-12-312026-01-26 MMM 3M CO5.2K shares0.23%2025-12-312026-01-26 BSX BOSTON SCIENTIFIC CORP8.6K shares-1.52%2025-12-312026-01-26 ESGD ISHARES TR8.6K shares-3.46%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC20.1K shares-5.30%2025-12-312026-01-26 CENCORA INC CENCORA INC2.4K shares72.07%2025-12-312026-01-26 T AT&T INC32.2K shares-19.45%2025-12-312026-01-26 SHG SHINHAN FINANCIAL GROUP CO L14.9K shares6.87%2025-12-312026-01-26 SYK STRYKER CORPORATION2.3K shares-4.83%2025-12-312026-01-26 INTC INTEL CORP21.5K shares9.44%2025-12-312026-01-26 WF WOORI FINL GROUP INC13.5K shares3.60%2025-12-312026-01-26 BBVA BANCO BILBAO VIZCAYA ARGENTA33.5K shares0.63%2025-12-312026-01-26 ASX ASE TECHNOLOGY HLDG CO LTD47.5K shares0.34%2025-12-312026-01-26 KB KB FINL GROUP INC8.9K shares6.34%2025-12-312026-01-26 SAN BANCO SANTANDER SA65.1K shares0.35%2025-12-312026-01-26 CME CME GROUP INC2.8K shares-8.11%2025-12-312026-01-26 AOR ISHARES TR11.6K shares-9.76%2025-12-312026-01-26 TD TORONTO DOMINION BK ONT7.9K shares0.76%2025-12-312026-01-26 NVO NOVO-NORDISK A S14.4K shares22.48%2025-12-312026-01-26 GILD GILEAD SCIENCES INC5.9K shares0.30%2025-12-312026-01-26 MMC MARSH & MCLENNAN COS INC3.9K shares-6.57%2025-12-312026-01-26 SHW SHERWIN WILLIAMS CO2.2K shares-3.67%2025-12-312026-01-26 AMT AMERICAN TOWER CORP NEW4.1K shares-2.65%2025-12-312026-01-26 USMV ISHARES TR7.6K shares0.41%2025-12-312026-01-26 WIT WIPRO LTD251.6K shares16.58%2025-12-312026-01-26 SLDE SLIDE INS HLDGS INC36.7K sharesnew addition2025-12-312026-01-26 SPOT SPOTIFY TECHNOLOGY S A1.2K shares-0.33%2025-12-312026-01-26 WOR WORTHINGTON ENTERPRISES INC13.7K shares0.08%2025-12-312026-01-26 APP APPLOVIN CORP1.0K shares25.57%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC8.5K shares-4.39%2025-12-312026-01-26 ADI ANALOG DEVICES INC2.6K shares2.73%2025-12-312026-01-26 PGR PROGRESSIVE CORP3.0K shares-0.55%2025-12-312026-01-26 GEF.B GREIF INC9.3K shares-3.16%2025-12-312026-01-26 MO ALTRIA GROUP INC11.6K shares-1.13%2025-12-312026-01-26 BCS BARCLAYS PLC26.2K shares24.77%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC2.7K shares4.55%2025-12-312026-01-26 ELV ELEVANCE HEALTH INC FORMERLY1.9K shares3.38%2025-12-312026-01-26 SBUX STARBUCKS CORP7.9K shares9.40%2025-12-312026-01-26 MAR MARRIOTT INTL INC NEW2.1K shares0.29%2025-12-312026-01-26 UNILEVER PLC UNILEVER PLC10.0K sharesnew addition2025-12-312026-01-26 IDXX IDEXX LABS INC961 shares-0.62%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP730 shares3.55%2025-12-312026-01-26 RDY DR REDDYS LABS LTD45.4K shares1.27%2025-12-312026-01-26 FNDF SCHWAB STRATEGIC TR14.0K shares0.42%2025-12-312026-01-26 CHT CHUNGHWA TELECOM CO LTD15.0K shares-5.82%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP1.8K shares-6.19%2025-12-312026-01-26 VHT VANGUARD WORLD FD2.2K shares8.69%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC3.3K shares4.27%2025-12-312026-01-26 DX DYNEX CAP INC43.4K shares18.76%2025-12-312026-01-26 SNDK SANDISK CORP2.6K shares-10.88%2025-12-312026-01-26 ORLY OREILLY AUTOMOTIVE INC6.6K shares-7.73%2025-12-312026-01-26 VRTX VERTEX PHARMACEUTICALS INC1.3K shares15.22%2025-12-312026-01-26 TMUS T-MOBILE US INC2.9K shares10.58%2025-12-312026-01-26 ESGE ISHARES INC13.5K shares-11.18%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR18.1K shares95.84%2025-12-312026-01-26 CDNS CADENCE DESIGN SYSTEM INC1.9K shares-1.57%2025-12-312026-01-26 VRT VERTIV HOLDINGS CO3.6K shares8.85%2025-12-312026-01-26 ESML ISHARES TR12.7K shares6.18%2025-12-312026-01-26 ESGV VANGUARD WORLD FD4.8K shares-3.15%2025-12-312026-01-26 UMC UNITED MICROELECTRONICS CORP73.9K shares8.01%2025-12-312026-01-26 SO SOUTHERN CO6.6K shares7.60%2025-12-312026-01-26 MFG MIZUHO FINANCIAL GROUP INC78.6K shares5.82%2025-12-312026-01-26 BHP BHP GROUP LTD9.5K shares3.90%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC2.0K shares0.56%2025-12-312026-01-26 STXK EA SERIES TRUST17.2K shares-0.24%2025-12-312026-01-26 BMO BANK MONTREAL QUE4.4K shares1.08%2025-12-312026-01-26 CSX CSX CORP15.7K shares1.20%2025-12-312026-01-26 IONQ IONQ INC12.6K shares5.31%2025-12-312026-01-26 WPM WHEATON PRECIOUS METALS CORP4.8K shares7.40%2025-12-312026-01-26 CCJ CAMECO CORP6.1K shares-0.46%2025-12-312026-01-26 VXUS VANGUARD STAR FDS7.2K shares78.52%2025-12-312026-01-26 WMB WILLIAMS COS INC9.0K shares15.56%2025-12-312026-01-26 MCO MOODYS CORP1.1K shares-8.04%2025-12-312026-01-26 VDE VANGUARD WORLD FD4.3K shares0.07%2025-12-312026-01-26 EMXC ISHARES INC7.4K shares-1.60%2025-12-312026-01-26 ICE INTERCONTINENTAL EXCHANGE IN3.3K shares-6.67%2025-12-312026-01-26 BINC BLACKROCK ETF TRUST II9.9K sharesnew addition2025-12-312026-01-26 CM CANADIAN IMPERIAL BANK OF CO5.7K shares0.64%2025-12-312026-01-26 ADSK AUTODESK INC1.7K shares4.58%2025-12-312026-01-26 GWW WW GRAINGER INC507 shares-5.76%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR18.6K shares0.19%2025-12-312026-01-26 HCA HCA HEALTHCARE INC1.1K shares-12.08%2025-12-312026-01-26 PSX PHILLIPS 663.9K shares0.26%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS3.5K shares2.22%2025-12-312026-01-26 HLT HILTON WORLDWIDE HLDGS INC1.7K shares-2.29%2025-12-312026-01-26 CRH PLC CRH PLC4.0K shares2.28%2025-12-312026-01-26 AON PLC AON PLC1.4K shares-6.02%2025-12-312026-01-26 BN BROOKFIELD CORP10.8K shares50.41%2025-12-312026-01-26 MPC MARATHON PETE CORP3.0K shares-0.10%2025-12-312026-01-26 BNS BANK NOVA SCOTIA HALIFAX6.7K shares0.51%2025-12-312026-01-26 DGRW WISDOMTREE TR5.5K shares0.00%2025-12-312026-01-26 WM WASTE MGMT INC DEL2.2K shares-4.36%2025-12-312026-01-26 EGP EASTGROUP PPTYS INC2.7K shares57.18%2025-12-312026-01-26 HON HONEYWELL INTL INC2.5K shares-8.41%2025-12-312026-01-26 USB US BANCORP DEL9.1K shares1.45%2025-12-312026-01-26 BTI BRITISH AMERN TOB PLC8.5K shares2.95%2025-12-312026-01-26 ACWV ISHARES INC4.0K shares0.55%2025-12-312026-01-26 NOC NORTHROP GRUMMAN CORP835 shares-0.24%2025-12-312026-01-26 SCCO SOUTHERN COPPER CORP3.3K shares0.52%2025-12-312026-01-26 CVS CVS HEALTH CORP5.9K shares18.24%2025-12-312026-01-26 ESGU ISHARES TR3.1K shares7.04%2025-12-312026-01-26 ALL ALLSTATE CORP2.2K shares0.27%2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC1.2K shares0.25%2025-12-312026-01-26 SNPS SYNOPSYS INC984 shares-24.37%2025-12-312026-01-26 ING ING GROEP N.V.16.5K shares0.14%2025-12-312026-01-26 CMCSA COMCAST CORP NEW15.4K shares3.96%2025-12-312026-01-26 EQIX EQUINIX INC593 shares-3.58%2025-12-312026-01-26 KR KROGER CO7.3K shares-5.80%2025-12-312026-01-26 AZO AUTOZONE INC133 shares-8.90%2025-12-312026-01-26 URI UNITED RENTALS INC551 shares-0.72%2025-12-312026-01-26 NEM NEWMONT CORP4.5K shares9.52%2025-12-312026-01-26 WDAY WORKDAY INC2.0K shares17.49%2025-12-312026-01-26 JMUB J P MORGAN EXCHANGE TRADED F8.6K shares0.91%2025-12-312026-01-26 STXE EA SERIES TRUST12.1K shares-7.24%2025-12-312026-01-26 WDC WESTERN DIGITAL CORP2.5K shares15.73%2025-12-312026-01-26 ECL ECOLAB INC1.6K shares2.64%2025-12-312026-01-26 RCL ROYAL CARIBBEAN GROUP1.5K shares-6.59%2025-12-312026-01-26 BK BANK NEW YORK MELLON CORP3.7K shares-13.45%2025-12-312026-01-26 HIG HARTFORD INSURANCE GROUP INC3.1K shares0.36%2025-12-312026-01-26 FCX FREEPORT-MCMORAN INC8.3K shares0.39%2025-12-312026-01-26 KEP KOREA ELEC PWR CORP25.6K shares0.85%2025-12-312026-01-26 WS WORTHINGTON STL INC12.1K shares0.00%2025-12-312026-01-26 CMI CUMMINS INC823 shares5.11%2025-12-312026-01-26 ENB ENBRIDGE INC8.8K shares0.54%2025-12-312026-01-26 MFC MANULIFE FINL CORP11.5K shares-0.32%2025-12-312026-01-26 WAB WABTEC2.0K shares3.06%2025-12-312026-01-26 PWR QUANTA SVCS INC986 shares9.68%2025-12-312026-01-26 DASH DOORDASH INC1.8K shares6.32%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO5.3K shares6.20%2025-12-312026-01-26 IXN ISHARES TR3.9K shares-1.45%2025-12-312026-01-26 ROP ROPER TECHNOLOGIES INC928 shares-9.46%2025-12-312026-01-26 MNST MONSTER BEVERAGE CORP NEW5.3K shares-7.27%2025-12-312026-01-26 PEG PUBLIC SVC ENTERPRISE GRP IN5.0K shares-3.28%2025-12-312026-01-26 SLF SUN LIFE FINANCIAL INC.6.4K shares0.03%2025-12-312026-01-26 CNQ CANADIAN NAT RES LTD11.8K shares3.69%2025-12-312026-01-26 MUFG MITSUBISHI UFJ FINL GROUP IN24.8K shares0.00%2025-12-312026-01-26 MGC VANGUARD WORLD FD1.5K shares0.59%2025-12-312026-01-26 AMP AMERIPRISE FINL INC787 shares-13.89%2025-12-312026-01-26 PABU ISHARES TR5.3K shares-4.12%2025-12-312026-01-26 PNC PNC FINL SVCS GROUP INC1.8K shares6.38%2025-12-312026-01-26 LHX L3HARRIS TECHNOLOGIES INC1.3K shares-0.15%2025-12-312026-01-26 IX ORIX CORP12.9K shares14.08%2025-12-312026-01-26 CTAS CINTAS CORP2.0K shares-14.23%2025-12-312026-01-26 ET ENERGY TRANSFER L P22.7K shares0.03%2025-12-312026-01-26 AIG AMERICAN INTL GROUP INC4.3K shares2.48%2025-12-312026-01-26 AFL AFLAC INC3.4K shares0.84%2025-12-312026-01-26 JCI JOHNSON CTLS INTL PLC3.1K shares2.29%2025-12-312026-01-26 KGC KINROSS GOLD CORP13.0K shares9.41%2025-12-312026-01-26 HWM HOWMET AEROSPACE INC1.8K shares18.88%2025-12-312026-01-26 AEM AGNICO EAGLE MINES LTD2.2K shares-22.43%2025-12-312026-01-26 NMR NOMURA HLDGS INC43.6K shares5.19%2025-12-312026-01-26 AWK AMERICAN WTR WKS CO INC NEW2.8K shares-7.33%2025-12-312026-01-26 SRE SEMPRA4.1K shares1.44%2025-12-312026-01-26 ESLT ELBIT SYS LTD624 shares1.63%2025-12-312026-01-26 LPL LG DISPLAY CO LTD85.4K shares9.78%2025-12-312026-01-26 VSGX VANGUARD WORLD FD5.0K shares-1.40%2025-12-312026-01-26 STXD EA SERIES TRUST9.7K shares4.00%2025-12-312026-01-26 LNG CHENIERE ENERGY INC1.8K shares19.39%2025-12-312026-01-26 REGN REGENERON PHARMACEUTICALS458 shares2.92%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO6.6K shares5.90%2025-12-312026-01-26 EBAY EBAY INC.4.1K shares-1.74%2025-12-312026-01-26 TCOM TRIP COM GROUP LTD4.9K shares1.27%2025-12-312026-01-26 EOG EOG RES INC3.3K shares39.57%2025-12-312026-01-26 MLM MARTIN MARIETTA MATLS INC559 shares3.71%2025-12-312026-01-26 AME AMETEK INC1.7K shares18.87%2025-12-312026-01-26 CBOE CBOE GLOBAL MKTS INC1.4K shares-4.50%2025-12-312026-01-26 RSG REPUBLIC SVCS INC1.6K shares-4.90%2025-12-312026-01-26 KEYS KEYSIGHT TECHNOLOGIES INC1.7K shares0.06%2025-12-312026-01-26 IWP ISHARES TR2.5K shares0.12%2025-12-312026-01-26 PKX POSCO HOLDINGS INC6.4K shares4.60%2025-12-312026-01-26 ROK ROCKWELL AUTOMATION INC876 shares-0.79%2025-12-312026-01-26 ARGX ARGENX SE402 shares0.25%2025-12-312026-01-26 RELX RELX PLC8.3K shares3.59%2025-12-312026-01-26 LYG LLOYDS BANKING GROUP PLC63.1K shares5.58%2025-12-312026-01-26 FAST FASTENAL CO8.3K shares6.94%2025-12-312026-01-26 VFH VANGUARD WORLD FD2.5K shares0.53%2025-12-312026-01-26 VBK VANGUARD INDEX FDS1.1K shares0.37%2025-12-312026-01-26 PDD PDD HOLDINGS INC2.9K shares-1.77%2025-12-312026-01-26 FTNT FORTINET INC4.1K shares3.09%2025-12-312026-01-26 BDX BECTON DICKINSON & CO1.7K shares3.58%2025-12-312026-01-26 HPE HEWLETT PACKARD ENTERPRISE C13.5K shares-4.66%2025-12-312026-01-26 GM GENERAL MTRS CO4.0K shares3.39%2025-12-312026-01-26 SPG SIMON PPTY GROUP INC NEW1.8K shares1.39%2025-12-312026-01-26 TFC TRUIST FINL CORP6.6K shares-0.41%2025-12-312026-01-26 DFUS DIMENSIONAL ETF TRUST4.4K shares0.23%2025-12-312026-01-26 CNI CANADIAN NATL RY CO3.3K shares39.40%2025-12-312026-01-26 EA ELECTRONIC ARTS INC1.6K shares2.47%2025-12-312026-01-26 SNY SANOFI SA6.6K shares4.69%2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP1.1K shares0.55%2025-12-312026-01-26 WBD WARNER BROS DISCOVERY INC11.0K sharesnew addition2025-12-312026-01-26 GSK PLC GSK PLC6.4K shares5.48%2025-12-312026-01-26 BP BP PLC9.0K shares3.69%2025-12-312026-01-26 KKR & CO INC KKR & CO INC2.4K shares3.19%2025-12-312026-01-26 O REALTY INCOME CORP5.5K shares1.47%2025-12-312026-01-26 APD AIR PRODS & CHEMS INC1.2K shares7.14%2025-12-312026-01-26 CBRE CBRE GROUP INC1.9K shares2.25%2025-12-312026-01-26 NKE NIKE INC4.8K shares3.87%2025-12-312026-01-26 BUD ANHEUSER BUSCH INBEV SA/NV4.8K shares-9.88%2025-12-312026-01-26 HMC HONDA MOTOR LTD10.4K shares-4.46%2025-12-312026-01-26 JBL JABIL INC1.3K shares12.61%2025-12-312026-01-26 DJP BARCLAYS BANK PLC8.1K shares0.00%2025-12-312026-01-26 PSA PUBLIC STORAGE OPER CO1.2K shares-12.26%2025-12-312026-01-26 ROST ROSS STORES INC1.7K shares10.49%2025-12-312026-01-26 SPIB SPDR SERIES TRUST8.8K shares-0.71%2025-12-312026-01-26 DDOG DATADOG INC2.2K shares10.73%2025-12-312026-01-26 NET CLOUDFLARE INC1.5K shares10.09%2025-12-312026-01-26 TDG TRANSDIGM GROUP INC223 shares5.69%2025-12-312026-01-26 ARKK ARK ETF TR3.8K shares-10.34%2025-12-312026-01-26 SKM SK TELECOM CO LTD14.4K shares5.63%2025-12-312026-01-26 VLO VALERO ENERGY CORP1.8K shares2.54%2025-12-312026-01-26 SU SUNCOR ENERGY INC NEW6.6K shares1.11%2025-12-312026-01-26 GEF GREIF INC4.3K shares-45.55%2025-12-312026-01-26 MSCI MSCI INC512 shares-9.86%2025-12-312026-01-26 NUE NUCOR CORP1.8K shares1.13%2025-12-312026-01-26 DB DEUTSCHE BANK A G7.5K shares-0.12%2025-12-312026-01-26 VSCO VICTORIAS SECRET AND CO5.3K sharesnew addition2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE593 shares0.00%2025-12-312026-01-26 PUK PRUDENTIAL PLC9.1K shares7.68%2025-12-312026-01-26 NTES NETEASE INC2.1K shares2.24%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR468 shares0.00%2025-12-312026-01-26 CASY CASEYS GEN STORES INC505 shares-0.79%2025-12-312026-01-26 VST VISTRA CORP1.7K shares-2.00%2025-12-312026-01-26 DLR DIGITAL RLTY TR INC1.8K shares3.60%2025-12-312026-01-26 CMG CHIPOTLE MEXICAN GRILL INC7.4K shares20.75%2025-12-312026-01-26 AJG GALLAGHER ARTHUR J & CO1.1K shares-5.17%2025-12-312026-01-26 FRME FIRST MERCHANTS CORP7.3K shares0.00%2025-12-312026-01-26 OKLO OKLO INC3.8K shares9.65%2025-12-312026-01-26 FITB FIFTH THIRD BANCORP5.9K shares1.19%2025-12-312026-01-26 NDAQ NASDAQ INC2.8K shares-0.74%2025-12-312026-01-26 MDLZ MONDELEZ INTL INC5.1K shares-11.21%2025-12-312026-01-26 VPU VANGUARD WORLD FD1.5K shares0.69%2025-12-312026-01-26 EXPE EXPEDIA GROUP INC956 shares0.10%2025-12-312026-01-26 PRU PRUDENTIAL FINL INC2.4K shares-1.07%2025-12-312026-01-26 YUM YUM BRANDS INC1.8K shares-10.83%2025-12-312026-01-26 IWM ISHARES TR1.1K shares0.00%2025-12-312026-01-26 BBWI BATH & BODY WORKS INC13.3K shares-5.71%2025-12-312026-01-26 IWD ISHARES TR1.3K shares0.24%2025-12-312026-01-26 OMF ONEMAIN HLDGS INC3.9K shares0.00%2025-12-312026-01-26 ODFL OLD DOMINION FREIGHT LINE IN1.7K shares14.54%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP2.6K shares-7.10%2025-12-312026-01-26 CFG CITIZENS FINL GROUP INC4.5K shares-9.85%2025-12-312026-01-26 NU NU HLDGS LTD15.7K shares1.93%2025-12-312026-01-26 TLK P T TELEKOMUNIKASI INDONESIA12.4K sharesnew addition2025-12-312026-01-26 PCAR PACCAR INC2.4K sharesnew addition2025-12-312026-01-26 IMO IMPERIAL OIL LTD3.0K shares0.13%2025-12-312026-01-26 G GENPACT LIMITED5.4K shares-0.64%2025-12-312026-01-26 GMAB GENMAB A/S8.3K shares2.63%2025-12-312026-01-26 ABNB AIRBNB INC1.9K shares-5.18%2025-12-312026-01-26 TRGP TARGA RES CORP1.4K shares7.77%2025-12-312026-01-26 NI NISOURCE INC6.1K shares0.30%2025-12-312026-01-26 MSI MOTOROLA SOLUTIONS INC656 shares-16.01%2025-12-312026-01-26 HOOD ROBINHOOD MKTS INC2.2K shares22.03%2025-12-312026-01-26 D DOMINION ENERGY INC4.2K shares-9.31%2025-12-312026-01-26 CYBN CYBIN INC30.3K shares0.00%2025-12-312026-01-26 DFAS DIMENSIONAL ETF TRUST3.6K shares0.28%2025-12-312026-01-26 EFAV ISHARES TR2.9K shares-2.12%2025-12-312026-01-26 EXC EXELON CORP5.7K shares-10.77%2025-12-312026-01-26 WCN WASTE CONNECTIONS INC1.4K shares0.21%2025-12-312026-01-26 DG DOLLAR GEN CORP NEW1.8K sharesnew addition2025-12-312026-01-26 CPRT COPART INC6.2K shares19.78%2025-12-312026-01-26 E ENI S P A6.4K shares0.19%2025-12-312026-01-26 VTES VANGUARD WELLINGTON FD2.4K shares6.51%2025-12-312026-01-26 NOK NOKIA CORP37.2K shares10.92%2025-12-312026-01-26 IHG INTERCONTINENTAL HOTELS GROU1.7K shares-1.51%2025-12-312026-01-26 XPEV XPENG INC11.8K shares-1.22%2025-12-312026-01-26 ES EVERSOURCE ENERGY3.5K shares-1.47%2025-12-312026-01-26 STLD STEEL DYNAMICS INC1.4K shares-7.01%2025-12-312026-01-26 TAK TAKEDA PHARMACEUTICAL CO LTD15.3K shares-2.52%2025-12-312026-01-26 VRSN VERISIGN INC981 shares34.75%2025-12-312026-01-26 MELI MERCADOLIBRE INC118 shares37.21%2025-12-312026-01-26 TEVA TEVA PHARMACEUTICAL INDS LTD7.6K sharesnew addition2025-12-312026-01-26 PODD INSULET CORP824 shares0.37%2025-12-312026-01-26 BAP CREDICORP LTD811 shares0.12%2025-12-312026-01-26 MKC MCCORMICK & CO INC3.4K shares-2.09%2025-12-312026-01-26 STERIS PLC STERIS PLC916 shares-0.65%2025-12-312026-01-26 NRG NRG ENERGY INC1.5K shares4.29%2025-12-312026-01-26 RIO RIO TINTO PLC2.9K sharesnew addition2025-12-312026-01-26 USRT ISHARES TR4.1K sharesnew addition2025-12-312026-01-26 QTUM ETF SER SOLUTIONS2.1K sharesnew addition2025-12-312026-01-26 TTWO TAKE-TWO INTERACTIVE SOFTWAR898 shares8.32%2025-12-312026-01-26 SUSB ISHARES TR9.1K shares3.80%2025-12-312026-01-26 CTVA CORTEVA INC3.4K sharesnew addition2025-12-312026-01-26 EW EDWARDS LIFESCIENCES CORP2.7K shares-2.99%2025-12-312026-01-26 IJR ISHARES TR1.9K shares0.11%2025-12-312026-01-26 TKC TURKCELL ILETISIM HIZMETLERI41.8K shares11.67%2025-12-312026-01-26 FSLR FIRST SOLAR INC874 sharesnew addition2025-12-312026-01-26 BIIB BIOGEN INC1.3K sharesnew addition2025-12-312026-01-26 EAGG ISHARES TR4.7K shares2.79%2025-12-312026-01-26 BWA BORGWARNER INC5.0K shares-1.28%2025-12-312026-01-26 SYF SYNCHRONY FINANCIAL2.7K sharesnew addition2025-12-312026-01-26 TRP TC ENERGY CORP4.1K shares2.25%2025-12-312026-01-26 IBP INSTALLED BLDG PRODS INC858 shares0.23%2025-12-312026-01-26 EFA ISHARES TR2.3K shares0.78%2025-12-312026-01-26 STT STATE STR CORP1.7K shares-2.82%2025-12-312026-01-26 ACGL ARCH CAP GROUP LTD2.3K shares3.03%2025-12-312026-01-26 NTR NUTRIEN LTD3.6K sharesnew addition2025-12-312026-01-26 JD JD.COM INC7.7K shares-6.57%2025-12-312026-01-26 CPNG COUPANG INC9.3K shares21.81%2025-12-312026-01-26 OKE ONEOK INC NEW3.0K sharesnew addition2025-12-312026-01-26 DHI D R HORTON INC1.5K shares-10.57%2025-12-312026-01-26 ELPC COMPANHIA PARANAENSE DE ENER22.9K sharesnew addition2025-12-312026-01-26 PAYX PAYCHEX INC1.9K shares21.24%2025-12-312026-01-26 DELL DELL TECHNOLOGIES INC1.7K shares9.71%2025-12-312026-01-26 SLB SLB LIMITED5.6K sharesnew addition2025-12-312026-01-26 COIN COINBASE GLOBAL INC952 shares10.70%2025-12-312026-01-26 MPWR MONOLITHIC PWR SYS INC237 shares-0.42%2025-12-312026-01-26 LOGI LOGITECH INTL S A2.1K shares9.71%2025-12-312026-01-26 BIDU BAIDU INC1.6K shares5.69%2025-12-312026-01-26 FICO FAIR ISAAC CORP126 sharesnew addition2025-12-312026-01-26 IUSG ISHARES TR1.3K shares0.00%2025-12-312026-01-26 VMC VULCAN MATLS CO738 shares2.36%2025-12-312026-01-26 DVN DEVON ENERGY CORP NEW5.7K shares0.17%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available