The Analysis of PERSONAL CFO SOLUTIONS, LLC's Holdings


Currently, PERSONAL CFO SOLUTIONS, LLC holds 504 types of securities in its portfolio with a total value $629.8M. In the most recent quarter, they have increased their positions in TMB (+448.0K shares, valued at $11.5M), AAPL (+34.3K shares, valued at $9.3M), IWF (+18.3K shares, valued at $8.7M); decreased their positions in IWM (-3.8K shares, valued at $932.9K), SLV (-12.0K shares, valued at $771.6K), SCHD (-20.0K shares, valued at $548.0K); initiated new positions in TMB (+448.0K shares, valued at $11.5M), IWF (+18.3K shares, valued at $8.7M), EFG (+51.2K shares, valued at $5.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CB CHUBB LIMITED193.0K shares-0.07%2025-12-312026-01-22history
AAPL APPLE INC140.7K shares32.25%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC58.4K shares-0.31%2025-12-312026-01-22history
MSFT MICROSOFT CORP35.7K shares2.82%2025-12-312026-01-22history
NVDA NVIDIA CORPORATION88.6K shares7.13%2025-12-312026-01-22history
AMZN AMAZON COM INC64.9K shares7.29%2025-12-312026-01-22history
IWM ISHARES TR59.1K shares-6.02%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC38.7K shares10.32%2025-12-312026-01-22history
Sponsored
TMB THORNBURG ETF TR448.0K sharesnew addition2025-12-312026-01-22history
ITT INC ITT INC59.4K shares0.23%2025-12-312026-01-22history
FNCL FIDELITY COVINGTON TRUST116.4K shares-1.66%2025-12-312026-01-22history
IWF ISHARES TR18.3K sharesnew addition2025-12-312026-01-22history
SPY SPDR S&P 500 ETF TR9.4K shares3.77%2025-12-312026-01-22history
BROADCOM INC BROADCOM INC17.1K shares2.80%2025-12-312026-01-22history
EFG ISHARES TR51.2K sharesnew addition2025-12-312026-01-22history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.0K shares5.43%2025-12-312026-01-22history
Sponsored
IQLT ISHARES TR120.6K shares4.26%2025-12-312026-01-22history
GLD SPDR GOLD TR13.4K shares0.48%2025-12-312026-01-22history
LLY ELI LILLY & CO4.6K shares6.48%2025-12-312026-01-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD16.3K shares2.73%2025-12-312026-01-22history
SCHD SCHWAB STRATEGIC TR175.9K shares-10.20%2025-12-312026-01-22history
V VISA INC12.8K shares1.97%2025-12-312026-01-22history
TSLA TESLA INC9.9K shares0.45%2025-12-312026-01-22history
META META PLATFORMS INC6.7K shares8.28%2025-12-312026-01-22history
Sponsored
BA BOEING CO18.7K shares-0.95%2025-12-312026-01-22history
MA MASTERCARD INCORPORATED7.1K shares-1.54%2025-12-312026-01-22history
HYG ISHARES TR48.1K shares0.56%2025-12-312026-01-22history
CVX CHEVRON CORP NEW25.2K shares1.85%2025-12-312026-01-22history
XOM EXXON MOBIL CORP31.2K shares2.88%2025-12-312026-01-22history
JPM JPMORGAN CHASE & CO.10.3K shares-2.69%2025-12-312026-01-22history
AXP AMERICAN EXPRESS CO8.8K shares-4.86%2025-12-312026-01-22history
ORCL ORACLE CORP16.2K shares-2.75%2025-12-312026-01-22history
Sponsored
RTX RTX CORPORATION16.1K shares-0.24%2025-12-312026-01-22history
JNJ JOHNSON & JOHNSON13.6K shares0.83%2025-12-312026-01-22history
VZ VERIZON COMMUNICATIONS INC67.8K shares0.28%2025-12-312026-01-22history
CBRE CBRE GROUP INC17.2K shares-1.25%2025-12-312026-01-22history
MO ALTRIA GROUP INC47.3K shares-0.71%2025-12-312026-01-22history
MERCK & CO INC MERCK & CO INC24.4K shares-0.01%2025-12-312026-01-22history
SHOP SHOPIFY INC15.9K shares9.62%2025-12-312026-01-22history
GS GOLDMAN SACHS GROUP INC2.7K shares2.76%2025-12-312026-01-22history
Sponsored
PM PHILIP MORRIS INTL INC14.7K shares2.18%2025-12-312026-01-22history
ASML ASML HOLDING N V2.2K shares2.80%2025-12-312026-01-22history
GE AEROSPACE GE AEROSPACE7.3K shares1.20%2025-12-312026-01-22history
PLTR PALANTIR TECHNOLOGIES INC12.5K shares3.67%2025-12-312026-01-22history
NFLX NETFLIX INC23.4K shares701.64%2025-12-312026-01-22history
T AT&T INC88.1K shares-4.50%2025-12-312026-01-22history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.4K shares-0.47%2025-12-312026-01-22history
IGV ISHARES TR20.3K shares3.10%2025-12-312026-01-22history
Sponsored
WMT WALMART INC19.0K shares8.00%2025-12-312026-01-22history
MCK MCKESSON CORP2.5K shares6.36%2025-12-312026-01-22history
BAC BANK AMERICA CORP37.0K shares0.04%2025-12-312026-01-22history
SKYY FIRST TR EXCHANGE TRADED FD15.4K shares-14.65%2025-12-312026-01-22history
SE SEA LTD15.4K shares3.13%2025-12-312026-01-22history
NOW SERVICENOW INC12.7K shares448.92%2025-12-312026-01-22history
XLE SELECT SECTOR SPDR TR42.9K shares98.58%2025-12-312026-01-22history
AZN ASTRAZENECA PLC20.1K shares7.84%2025-12-312026-01-22history
Sponsored
COF CAPITAL ONE FINL CORP7.4K shares5.76%2025-12-312026-01-22history
INTU INTUIT2.7K shares-0.15%2025-12-312026-01-22history
KO COCA COLA CO25.2K shares9.46%2025-12-312026-01-22history
AON PLC AON PLC4.9K shares-4.95%2025-12-312026-01-22history
PFE PFIZER INC68.5K shares-0.97%2025-12-312026-01-22history
SPDR SERIES TRUST SPDR SERIES TRUST17.3K shares1.02%2025-12-312026-01-22history
WRB BERKLEY W R CORP23.4K shares-2.61%2025-12-312026-01-22history
SAP SAP SE6.7K shares-21.26%2025-12-312026-01-22history
Sponsored
QCOM QUALCOMM INC9.3K shares0.07%2025-12-312026-01-22history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.7K shares-7.81%2025-12-312026-01-22history
IBM INTERNATIONAL BUSINESS MACHS5.2K shares-2.47%2025-12-312026-01-22history
IWD ISHARES TR7.3K sharesnew addition2025-12-312026-01-22history
UNH UNITEDHEALTH GROUP INC4.6K shares-13.89%2025-12-312026-01-22history
WFC WELLS FARGO CO NEW16.0K shares-2.65%2025-12-312026-01-22history
ABT ABBOTT LABS11.8K shares-17.99%2025-12-312026-01-22history
ABBV ABBVIE INC6.4K shares2.24%2025-12-312026-01-22history
Sponsored
UBER UBER TECHNOLOGIES INC17.8K shares2.34%2025-12-312026-01-22history
CSCO CISCO SYS INC18.8K shares9.74%2025-12-312026-01-22history
CITIGROUP INC CITIGROUP INC12.4K shares9.50%2025-12-312026-01-22history
YUM YUM BRANDS INC9.5K shares32.16%2025-12-312026-01-22history
ADBE ADOBE INC4.1K shares-7.56%2025-12-312026-01-22history
REGN REGENERON PHARMACEUTICALS1.9K shares9.52%2025-12-312026-01-22history
CMCSA COMCAST CORP NEW47.2K shares-2.78%2025-12-312026-01-22history
D DOMINION ENERGY INC24.0K shares3.39%2025-12-312026-01-22history
Sponsored
PG PROCTER AND GAMBLE CO9.8K shares18.22%2025-12-312026-01-22history
OMC OMNICOM GROUP INC17.0K shares137.68%2025-12-312026-01-22history
APP APPLOVIN CORP2.0K shares7.92%2025-12-312026-01-22history
BMY BRISTOL-MYERS SQUIBB CO25.0K shares-10.13%2025-12-312026-01-22history
ET ENERGY TRANSFER L P79.9K shares0.02%2025-12-312026-01-22history
VUG VANGUARD INDEX FDS2.7K shares-0.66%2025-12-312026-01-22history
ISRG INTUITIVE SURGICAL INC2.3K shares128.67%2025-12-312026-01-22history
LINDE PLC LINDE PLC3.1K shares-11.55%2025-12-312026-01-22history
Sponsored
CARR CARRIER GLOBAL CORPORATION24.5K shares16.90%2025-12-312026-01-22history
COST COSTCO WHSL CORP NEW1.5K shares-8.91%2025-12-312026-01-22history
ZTS ZOETIS INC10.2K shares1.22%2025-12-312026-01-22history
NKE NIKE INC19.9K shares0.73%2025-12-312026-01-22history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.7K shares-0.08%2025-12-312026-01-22history
TJX TJX COS INC NEW8.1K shares-6.83%2025-12-312026-01-22history
SNPS SYNOPSYS INC2.6K shares0.46%2025-12-312026-01-22history
TMO THERMO FISHER SCIENTIFIC INC2.1K shares5.28%2025-12-312026-01-22history
Sponsored
SCHW SCHWAB CHARLES CORP12.0K shares6.34%2025-12-312026-01-22history
EXPE EXPEDIA GROUP INC4.2K shares24.82%2025-12-312026-01-22history
SO SOUTHERN CO13.6K shares-4.23%2025-12-312026-01-22history
MSCI MSCI INC2.0K shares-4.98%2025-12-312026-01-22history
SPOT SPOTIFY TECHNOLOGY S A2.0K shares-13.77%2025-12-312026-01-22history
RB GLOBAL INC RB GLOBAL INC11.1K shares0.00%2025-12-312026-01-22history
DIS DISNEY WALT CO9.9K shares6.92%2025-12-312026-01-22history
HD HOME DEPOT INC3.3K shares1.49%2025-12-312026-01-22history
Sponsored
NVO NOVO-NORDISK A S21.9K shares1.43%2025-12-312026-01-22history
GEV GE VERNOVA INC1.7K shares4.61%2025-12-312026-01-22history
NSC NORFOLK SOUTHN CORP3.8K shares-11.14%2025-12-312026-01-22history
IDXX IDEXX LABS INC1.6K shares0.18%2025-12-312026-01-22history
SLV ISHARES SILVER TR17.1K shares-41.20%2025-12-312026-01-22history
MS MORGAN STANLEY6.2K shares-6.42%2025-12-312026-01-22history
LOW LOWES COS INC4.5K shares2.37%2025-12-312026-01-22history
CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY14.7K shares-1.38%2025-12-312026-01-22history
Sponsored
SBUX STARBUCKS CORP12.9K shares2.13%2025-12-312026-01-22history
AMAT APPLIED MATLS INC4.2K shares-26.98%2025-12-312026-01-22history
LAM RESEARCH CORP LAM RESEARCH CORP6.2K shares-10.51%2025-12-312026-01-22history
MEDTRONIC PLC MEDTRONIC PLC11.0K shares2.88%2025-12-312026-01-22history
COP CONOCOPHILLIPS11.2K shares-2.81%2025-12-312026-01-22history
VLO VALERO ENERGY CORP6.4K shares-2.52%2025-12-312026-01-22history
CRM SALESFORCE INC3.9K shares4.65%2025-12-312026-01-22history
RL RALPH LAUREN CORP2.9K shares-5.66%2025-12-312026-01-22history
Sponsored
APH AMPHENOL CORP NEW7.5K shares-2.06%2025-12-312026-01-22history
BLACKROCK INC BLACKROCK INC949 shares0.00%2025-12-312026-01-22history
HCA HCA HEALTHCARE INC2.2K shares-7.48%2025-12-312026-01-22history
WBD WARNER BROS DISCOVERY INC34.3K shares-4.20%2025-12-312026-01-22history
CTVA CORTEVA INC14.7K shares-11.26%2025-12-312026-01-22history
SONY SONY GROUP CORP38.5K shares32.24%2025-12-312026-01-22history
AMP AMERIPRISE FINL INC2.0K shares-2.40%2025-12-312026-01-22history
MPC MARATHON PETE CORP6.0K shares-3.59%2025-12-312026-01-22history
Sponsored
CEG CONSTELLATION ENERGY CORP2.7K shares11.90%2025-12-312026-01-22history
XLV SELECT SECTOR SPDR TR6.3K shares-1.43%2025-12-312026-01-22history
ACGL ARCH CAP GROUP LTD10.1K shares0.48%2025-12-312026-01-22history
PH PARKER-HANNIFIN CORP1.1K shares-17.54%2025-12-312026-01-22history
NEE NEXTERA ENERGY INC11.9K shares2.05%2025-12-312026-01-22history
GLW CORNING INC10.9K shares5.28%2025-12-312026-01-22history
DHR DANAHER CORPORATION4.1K shares15.35%2025-12-312026-01-22history
UHS UNIVERSAL HLTH SVCS INC4.3K shares-9.10%2025-12-312026-01-22history
Sponsored
AMGN AMGEN INC2.8K shares0.93%2025-12-312026-01-22history
IBN ICICI BANK LIMITED30.8K shares2.09%2025-12-312026-01-22history
AMD ADVANCED MICRO DEVICES INC4.2K shares19.16%2025-12-312026-01-22history
MCD MCDONALDS CORP2.9K shares1.45%2025-12-312026-01-22history
UBS UBS GROUP AG19.0K shares-1.58%2025-12-312026-01-22history
MELI MERCADOLIBRE INC435 shares-15.04%2025-12-312026-01-22history
BSX BOSTON SCIENTIFIC CORP9.1K shares4.65%2025-12-312026-01-22history
USB US BANCORP DEL16.2K shares4.04%2025-12-312026-01-22history
Sponsored
WCN WASTE CONNECTIONS INC4.9K shares-2.88%2025-12-312026-01-22history
CVS CVS HEALTH CORP10.7K shares-3.94%2025-12-312026-01-22history
CRWD CROWDSTRIKE HLDGS INC1.8K shares26.90%2025-12-312026-01-22history
XLK SELECT SECTOR SPDR TR5.8K shares100.10%2025-12-312026-01-22history
EFA ISHARES TR8.6K shares1.85%2025-12-312026-01-22history
BWA BORGWARNER INC18.4K shares-5.25%2025-12-312026-01-22history
MUFG MITSUBISHI UFJ FINL GROUP IN51.7K shares4.10%2025-12-312026-01-22history
MCO MOODYS CORP1.6K shares-1.17%2025-12-312026-01-22history
Sponsored
APD AIR PRODS & CHEMS INC3.2K shares-2.07%2025-12-312026-01-22history
NU NU HLDGS LTD47.0K shares-3.57%2025-12-312026-01-22history
PEG PUBLIC SVC ENTERPRISE GRP IN9.8K shares-5.34%2025-12-312026-01-22history
AIG AMERICAN INTL GROUP INC9.1K shares11.55%2025-12-312026-01-22history
TGT TARGET CORP7.9K shares-6.65%2025-12-312026-01-22history
VEU VANGUARD INTL EQUITY INDEX F10.5K shares-0.15%2025-12-312026-01-22history
SLB SLB LIMITED20.0K shares-5.28%2025-12-312026-01-22history
INCY INCYTE CORP7.6K shares0.47%2025-12-312026-01-22history
Sponsored
BCS BARCLAYS PLC29.2K shares-1.28%2025-12-312026-01-22history
XLU SELECT SECTOR SPDR TR17.3K shares96.65%2025-12-312026-01-22history
APTIV PLC APTIV PLC9.7K shares-5.43%2025-12-312026-01-22history
CSGP COSTAR GROUP INC11.0K shares-7.10%2025-12-312026-01-22history
HON HONEYWELL INTL INC3.8K shares14.16%2025-12-312026-01-22history
PGR PROGRESSIVE CORP3.2K shares-3.93%2025-12-312026-01-22history
EOG EOG RES INC6.9K shares-7.05%2025-12-312026-01-22history
FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.3K sharesnew addition2025-12-312026-01-22history
Sponsored
WELL WELLTOWER INC3.9K shares46.88%2025-12-312026-01-22history
BBVA BANCO BILBAO VIZCAYA ARGENTA30.8K shares4.44%2025-12-312026-01-22history
XLI SELECT SECTOR SPDR TR4.6K shares-2.26%2025-12-312026-01-22history
EATON CORP PLC EATON CORP PLC2.2K shares3.38%2025-12-312026-01-22history
LEN LENNAR CORP6.9K shares-4.25%2025-12-312026-01-22history
CPNG COUPANG INC30.1K shares-1.44%2025-12-312026-01-22history
XLRE SELECT SECTOR SPDR TR17.3K shares0.93%2025-12-312026-01-22history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.6K shares-1.30%2025-12-312026-01-22history
Sponsored
ADM ARCHER DANIELS MIDLAND CO12.0K shares-4.60%2025-12-312026-01-22history
XLY SELECT SECTOR SPDR TR5.8K shares94.31%2025-12-312026-01-22history
CAG CONAGRA BRANDS INC39.5K shares-2.33%2025-12-312026-01-22history
XLC SELECT SECTOR SPDR TR5.8K shares-6.20%2025-12-312026-01-22history
TT TRANE TECHNOLOGIES PLC1.7K shares-6.51%2025-12-312026-01-22history
MU MICRON TECHNOLOGY INC2.4K shares6.11%2025-12-312026-01-22history
XLB SELECT SECTOR SPDR TR14.8K shares95.13%2025-12-312026-01-22history
JEPI J P MORGAN EXCHANGE TRADED F11.7K shares-26.46%2025-12-312026-01-22history
Sponsored
BLACKSTONE INC BLACKSTONE INC4.3K shares-1.28%2025-12-312026-01-22history
INTC INTEL CORP17.9K shares5.67%2025-12-312026-01-22history
UNP UNION PAC CORP2.8K shares11.74%2025-12-312026-01-22history
DE DEERE & CO1.4K shares13.24%2025-12-312026-01-22history
MCHP MICROCHIP TECHNOLOGY INC.10.0K shares-4.72%2025-12-312026-01-22history
NEM NEWMONT CORP6.4K shares-14.29%2025-12-312026-01-22history
ADI ANALOG DEVICES INC2.4K shares1.77%2025-12-312026-01-22history
RACE FERRARI N V1.7K shares0.29%2025-12-312026-01-22history
Sponsored
LHX L3HARRIS TECHNOLOGIES INC2.2K shares-2.21%2025-12-312026-01-22history
TXN TEXAS INSTRS INC3.6K shares5.04%2025-12-312026-01-22history
CF CF INDS HLDGS INC8.1K shares-6.26%2025-12-312026-01-22history
EMBJ EMBRAER S.A.9.6K shares7.94%2025-12-312026-01-22history
CENCORA INC CENCORA INC1.8K shares-4.79%2025-12-312026-01-22history
ARES ARES MANAGEMENT CORPORATION3.8K shares0.24%2025-12-312026-01-22history
PEP PEPSICO INC4.3K shares4.72%2025-12-312026-01-22history
VRTX VERTEX PHARMACEUTICALS INC1.3K shares13.99%2025-12-312026-01-22history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L18.8K shares0.13%2025-12-312026-01-22history
NOC NORTHROP GRUMMAN CORP1.1K shares14.41%2025-12-312026-01-22history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.1K shares-7.66%2025-12-312026-01-22history
HST HOST HOTELS & RESORTS INC33.6K shares-2.85%2025-12-312026-01-22history
EHC ENCOMPASS HEALTH CORP5.6K shares3.27%2025-12-312026-01-22history
ABNB AIRBNB INC4.3K shares0.23%2025-12-312026-01-22history
MNST MONSTER BEVERAGE CORP NEW7.6K shares125.45%2025-12-312026-01-22history
AJG GALLAGHER ARTHUR J & CO2.2K shares8.22%2025-12-312026-01-22history
Sponsored
XYL XYLEM INC4.3K shares1.38%2025-12-312026-01-22history
SPGI S&P GLOBAL INC1.1K shares46.36%2025-12-312026-01-22history
ECL ECOLAB INC2.2K shares1.43%2025-12-312026-01-22history
GIS GENERAL MLS INC12.3K shares18.81%2025-12-312026-01-22history
BP BP PLC16.5K shares-4.47%2025-12-312026-01-22history
CW CURTISS WRIGHT CORP1.0K shares17.04%2025-12-312026-01-22history
WDC WESTERN DIGITAL CORP3.3K shares11.35%2025-12-312026-01-22history
GILD GILEAD SCIENCES INC4.6K shares1.69%2025-12-312026-01-22history
Sponsored
VOYA VOYA FINANCIAL INC7.5K shares-0.66%2025-12-312026-01-22history
BUNGE GLOBAL SA BUNGE GLOBAL SA6.3K shares-5.11%2025-12-312026-01-22history
VMI VALMONT INDS INC1.4K shares-7.78%2025-12-312026-01-22history
PLD PROLOGIS INC.4.4K shares17.15%2025-12-312026-01-22history
NXPI NXP SEMICONDUCTORS N V2.6K shares-7.13%2025-12-312026-01-22history
PNC PNC FINL SVCS GROUP INC2.6K shares-22.35%2025-12-312026-01-22history
LKQ LKQ CORP17.8K shares-6.49%2025-12-312026-01-22history
TLT ISHARES TR6.1K shares-1.02%2025-12-312026-01-22history
Sponsored
DGX QUEST DIAGNOSTICS INC3.1K shares0.23%2025-12-312026-01-22history
ENB ENBRIDGE INC11.1K shares0.06%2025-12-312026-01-22history
NUE NUCOR CORP3.2K shares3.68%2025-12-312026-01-22history
BK BANK NEW YORK MELLON CORP4.5K shares2.30%2025-12-312026-01-22history
TRV TRAVELERS COMPANIES INC1.8K shares3.23%2025-12-312026-01-22history
GM GENERAL MTRS CO6.4K shares5.52%2025-12-312026-01-22history
MMM 3M CO3.2K shares-8.73%2025-12-312026-01-22history
KLAC KLA CORP425 shares10.97%2025-12-312026-01-22history
Sponsored
VST VISTRA CORP3.2K shares-3.47%2025-12-312026-01-22history
CNQ CANADIAN NAT RES LTD14.9K shares0.80%2025-12-312026-01-22history
USPH U S PHYSICAL THERAPY6.5K shares-7.91%2025-12-312026-01-22history
SXI STANDEX INTL CORP2.3K shares-1.48%2025-12-312026-01-22history
MLM MARTIN MARIETTA MATLS INC799 shares-1.11%2025-12-312026-01-22history
MMC MARSH & MCLENNAN COS INC2.7K shares-4.53%2025-12-312026-01-22history
GSK PLC GSK PLC10.0K shares-24.99%2025-12-312026-01-22history
CAT CATERPILLAR INC856 shares0.00%2025-12-312026-01-22history
Sponsored
MNDY MONDAY COM LTD3.3K shares-1.14%2025-12-312026-01-22history
BCRX BIOCRYST PHARMACEUTICALS INC62.4K shares0.34%2025-12-312026-01-22history
AKAM AKAMAI TECHNOLOGIES INC5.6K shares-1.92%2025-12-312026-01-22history
XEL XCEL ENERGY INC6.5K shares9.64%2025-12-312026-01-22history
GFI GOLD FIELDS LTD11.1K shares4.94%2025-12-312026-01-22history
ENSG ENSIGN GROUP INC2.8K shares-0.61%2025-12-312026-01-22history
HMY HARMONY GOLD MINING CO LTD24.0K shares4.93%2025-12-312026-01-22history
FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D221 shares18.82%2025-12-312026-01-22history
Sponsored
ATO ATMOS ENERGY CORP2.8K shares2.65%2025-12-312026-01-22history
UITB VICTORY PORTFOLIOS II10.0K shares-2.91%2025-12-312026-01-22history
CME CME GROUP INC1.7K shares17.46%2025-12-312026-01-22history
BKNG BOOKING HOLDINGS INC86 shares7.50%2025-12-312026-01-22history
BDX BECTON DICKINSON & CO2.4K shares-8.95%2025-12-312026-01-22history
BUD ANHEUSER BUSCH INBEV SA/NV7.1K shares0.72%2025-12-312026-01-22history
HP INC HP INC20.4K shares-4.95%2025-12-312026-01-22history
RYAAY RYANAIR HOLDINGS PLC6.3K shares12.53%2025-12-312026-01-22history
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BTI BRITISH AMERN TOB PLC8.0K shares0.58%2025-12-312026-01-22history
WM WASTE MGMT INC DEL2.0K shares-20.67%2025-12-312026-01-22history
URTH ISHARES INC2.4K sharesnew addition2025-12-312026-01-22history
INTA INTAPP INC9.7K shares54.25%2025-12-312026-01-22history
PPL PPL CORP12.6K shares78.33%2025-12-312026-01-22history
BABA ALIBABA GROUP HLDG LTD3.0K shares94.13%2025-12-312026-01-22history
EME EMCOR GROUP INC701 shares36.38%2025-12-312026-01-22history
NVS NOVARTIS AG3.1K shares21.52%2025-12-312026-01-22history
Sponsored
NRG NRG ENERGY INC2.7K shares10.72%2025-12-312026-01-22history
DEO DIAGEO PLC5.0K shares0.71%2025-12-312026-01-22history
BIIB BIOGEN INC2.4K shares-1.44%2025-12-312026-01-22history
PAYC PAYCOM SOFTWARE INC2.7K shares-29.55%2025-12-312026-01-22history
NET CLOUDFLARE INC2.1K shares-7.62%2025-12-312026-01-22history
STZ CONSTELLATION BRANDS INC3.0K shares7.38%2025-12-312026-01-22history
CAH CARDINAL HEALTH INC2.0K sharesnew addition2025-12-312026-01-22history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.8K shares4.63%2025-12-312026-01-22history
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TIP ISHARES TR3.8K shares-9.20%2025-12-312026-01-22history
TDY TELEDYNE TECHNOLOGIES INC808 shares2.02%2025-12-312026-01-22history
JBL JABIL INC1.8K shares35.10%2025-12-312026-01-22history
WCC WESCO INTL INC1.7K shares-6.80%2025-12-312026-01-22history
JCI JOHNSON CTLS INTL PLC3.4K shares20.22%2025-12-312026-01-22history
AEP AMERICAN ELEC PWR CO INC3.6K shares1.78%2025-12-312026-01-22history
SBSW SIBANYE STILLWATER LTD28.5K shares5.61%2025-12-312026-01-22history
RCL ROYAL CARIBBEAN GROUP1.4K shares24.31%2025-12-312026-01-22history
Sponsored
SBAC SBA COMMUNICATIONS CORP NEW2.1K shares-1.37%2025-12-312026-01-22history
TNL TRAVEL PLUS LEISURE CO5.7K shares-17.56%2025-12-312026-01-22history
HLT HILTON WORLDWIDE HLDGS INC1.4K shares33.04%2025-12-312026-01-22history
JBTM JBT MAREL CORPORATION2.6K shares24.67%2025-12-312026-01-22history
CDNS CADENCE DESIGN SYSTEM INC1.3K shares-0.16%2025-12-312026-01-22history
FCX FREEPORT-MCMORAN INC7.7K shares27.89%2025-12-312026-01-22history
PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP28.9K shares-1.17%2025-12-312026-01-22history
PIPR PIPER SANDLER COMPANIES1.1K shares22.14%2025-12-312026-01-22history
Sponsored
SHEL SHELL PLC5.2K shares1.20%2025-12-312026-01-22history
FIX COMFORT SYS USA INC410 shares-28.45%2025-12-312026-01-22history
OSIS OSI SYSTEMS INC1.5K shares22.93%2025-12-312026-01-22history
ALC ALCON AG4.8K shares1.41%2025-12-312026-01-22history
VRT VERTIV HOLDINGS CO2.4K shares-3.01%2025-12-312026-01-22history
SPG SIMON PPTY GROUP INC NEW2.0K shares-4.67%2025-12-312026-01-22history
SNY SANOFI SA7.8K shares26.52%2025-12-312026-01-22history
UPS UNITED PARCEL SERVICE INC3.8K shares-9.00%2025-12-312026-01-22history
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BVN COMPANIA DE MINAS BUENAVENTU13.4K shares5.63%2025-12-312026-01-22history
EL LAUDER ESTEE COS INC3.5K shares-3.14%2025-12-312026-01-22history
LDOS LEIDOS HOLDINGS INC2.1K shares-9.06%2025-12-312026-01-22history
MORN MORNINGSTAR INC1.7K shares89.33%2025-12-312026-01-22history
ABVX ABIVAX SA2.7K sharesnew addition2025-12-312026-01-22history
DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC9.1K shares31.86%2025-12-312026-01-22history
CYD CHINA YUCHAI INTL LTD10.3K shares5.26%2025-12-312026-01-22history
LBRT LIBERTY ENERGY INC19.7K shares17.33%2025-12-312026-01-22history
Sponsored
JEPQ J P MORGAN EXCHANGE TRADED F6.2K shares-1.61%2025-12-312026-01-22history
TMUS T-MOBILE US INC1.8K shares-11.59%2025-12-312026-01-22history
CXT CRANE NXT CO7.7K shares21.19%2025-12-312026-01-22history
RBC RBC BEARINGS INC806 shares-1.35%2025-12-312026-01-22history
AYI ACUITY INC1.0K shares10.00%2025-12-312026-01-22history
SMFG SUMITOMO MITSUI FINL GROUP I18.6K shares7.14%2025-12-312026-01-22history
MDLZ MONDELEZ INTL INC6.6K shares-36.45%2025-12-312026-01-22history
PSMT PRICESMART INC2.9K shares-4.90%2025-12-312026-01-22history
Sponsored
IWB ISHARES TR931 sharesnew addition2025-12-312026-01-22history
EMR EMERSON ELEC CO2.6K shares-3.23%2025-12-312026-01-22history
SNOW SNOWFLAKE INC1.6K shares5.63%2025-12-312026-01-22history
FTI TECHNIPFMC PLC7.8K shares2.99%2025-12-312026-01-22history
URI UNITED RENTALS INC426 shares10.08%2025-12-312026-01-22history
HXL HEXCEL CORP NEW4.7K shares0.26%2025-12-312026-01-22history
VTR VENTAS INC4.4K shares2.03%2025-12-312026-01-22history
YOU CLEAR SECURE INC9.7K shares-5.95%2025-12-312026-01-22history
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RGA REINSURANCE GRP OF AMERICA I1.7K shares9.03%2025-12-312026-01-22history
NXST NEXSTAR MEDIA GROUP INC1.7K shares-4.00%2025-12-312026-01-22history
SJNK SPDR SERIES TRUST13.5K shares1.64%2025-12-312026-01-22history
POR PORTLAND GEN ELEC CO7.1K shares19.58%2025-12-312026-01-22history
WPM WHEATON PRECIOUS METALS CORP2.9K shares0.17%2025-12-312026-01-22history
CCK CROWN HLDGS INC3.3K shares-1.38%2025-12-312026-01-22history
CVNA CARVANA CO801 shares19.91%2025-12-312026-01-22history
LTH LIFE TIME GROUP HOLDINGS INC12.7K shares24.37%2025-12-312026-01-22history
Sponsored
FDX FEDEX CORP1.2K shares25.49%2025-12-312026-01-22history
WMB WILLIAMS COS INC5.5K shares1.26%2025-12-312026-01-22history
FI FISERV INC5.0K shares49.10%2025-12-312026-01-22history
MAR MARRIOTT INTL INC NEW1.1K shares11.09%2025-12-312026-01-22history
THE CIGNA GROUP THE CIGNA GROUP1.2K shares27.98%2025-12-312026-01-22history
UFPT UFP TECHNOLOGIES INC1.5K shares28.20%2025-12-312026-01-22history
FLQM FRANKLIN TEMPLETON ETF TR5.9K shares-2.49%2025-12-312026-01-22history
LQD ISHARES TR3.0K shares-8.85%2025-12-312026-01-22history
Sponsored
GTES GATES INDL CORP PLC15.4K shares22.60%2025-12-312026-01-22history
CWB SPDR SERIES TRUST3.7K shares-13.65%2025-12-312026-01-22history
EMB ISHARES TR3.4K shares-9.67%2025-12-312026-01-22history
LFUS LITTELFUSE INC1.3K shares-3.23%2025-12-312026-01-22history
PATK PATRICK INDS INC3.0K shares-1.42%2025-12-312026-01-22history
AVA AVISTA CORP8.4K shares21.93%2025-12-312026-01-22history
GMAB GENMAB A/S10.5K sharesnew addition2025-12-312026-01-22history
KHC KRAFT HEINZ CO13.2K shares4.43%2025-12-312026-01-22history
Sponsored
IJK ISHARES TR3.3K shares0.12%2025-12-312026-01-22history
MFC MANULIFE FINL CORP8.8K shares0.61%2025-12-312026-01-22history
ARISTA NETWORKS INC ARISTA NETWORKS INC2.4K shares3.23%2025-12-312026-01-22history
NSSC NAPCO SEC TECHNOLOGIES INC7.6K shares-4.97%2025-12-312026-01-22history
KEP KOREA ELEC PWR CORP19.2K shares4.93%2025-12-312026-01-22history
TPR TAPESTRY INC2.5K shares-0.61%2025-12-312026-01-22history
LMAT LEMAITRE VASCULAR INC3.9K shares-4.73%2025-12-312026-01-22history
EFX EQUIFAX INC1.4K shares1.05%2025-12-312026-01-22history
Sponsored
HOMB HOME BANCSHARES INC11.2K shares-4.77%2025-12-312026-01-22history
ASND ASCENDIS PHARMA A/S1.5K shares8.02%2025-12-312026-01-22history
HWM HOWMET AEROSPACE INC1.5K shares8.38%2025-12-312026-01-22history
HPE HEWLETT PACKARD ENTERPRISE C12.9K shares17.49%2025-12-312026-01-22history
TROW PRICE T ROWE GROUP INC3.0K shares-5.82%2025-12-312026-01-22history
ADP AUTOMATIC DATA PROCESSING IN1.2K shares-12.69%2025-12-312026-01-22history
TIGR UP FINTECH HLDG LTD32.4K shares10.39%2025-12-312026-01-22history
TSN TYSON FOODS INC5.3K shares-0.45%2025-12-312026-01-22history
Sponsored
HLNE HAMILTON LANE INC2.3K shares2.72%2025-12-312026-01-22history
RPM RPM INTL INC2.9K shares0.65%2025-12-312026-01-22history
LUV SOUTHWEST AIRLS CO7.4K sharesnew addition2025-12-312026-01-22history
APG API GROUP CORP7.9K shares17.74%2025-12-312026-01-22history
NE NOBLE CORP PLC10.8K shares22.96%2025-12-312026-01-22history
ZBH ZIMMER BIOMET HOLDINGS INC3.4K shares-2.91%2025-12-312026-01-22history
ACAD ACADIA PHARMACEUTICALS INC11.3K shares-0.07%2025-12-312026-01-22history
CX CEMEX SAB DE CV26.2K shares6.37%2025-12-312026-01-22history
Sponsored
PPG PPG INDS INC2.9K shares-8.53%2025-12-312026-01-22history
VNET VNET GROUP INC35.6K shares7.03%2025-12-312026-01-22history
HAS HASBRO INC3.7K shares3.88%2025-12-312026-01-22history
THC TENET HEALTHCARE CORP1.5K shares2.32%2025-12-312026-01-22history
DOV DOVER CORP1.5K shares5.54%2025-12-312026-01-22history
ARGX ARGENX SE353 sharesnew addition2025-12-312026-01-22history
AMT AMERICAN TOWER CORP NEW1.7K shares3.54%2025-12-312026-01-22history
IBP INSTALLED BLDG PRODS INC1.1K shares-14.46%2025-12-312026-01-22history
Sponsored
COHERENT CORP COHERENT CORP1.6K shares-36.56%2025-12-312026-01-22history
DXCM DEXCOM INC4.4K shares13.30%2025-12-312026-01-22history
MTDR MATADOR RES CO6.8K shares19.43%2025-12-312026-01-22history
WING WINGSTOP INC1.2K shares0.00%2025-12-312026-01-22history
RMD RESMED INC1.2K shares-1.65%2025-12-312026-01-22history
AER AERCAP HOLDINGS NV2.0K shares-7.50%2025-12-312026-01-22history
CCL CARNIVAL CORP9.4K shares19.69%2025-12-312026-01-22history
TOTALENERGIES SE ACT ADDED TOTALENERGIES SE ACT ADDED4.4K sharesnew addition2025-12-312026-01-22history
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CTRA COTERRA ENERGY INC10.9K shares0.24%2025-12-312026-01-22history
ADSK AUTODESK INC965 shares-2.43%2025-12-312026-01-22history
COIN COINBASE GLOBAL INC1.3K shares9.50%2025-12-312026-01-22history
WH WYNDHAM HOTELS & RESORTS INC3.7K shares-2.57%2025-12-312026-01-22history
TEVA TEVA PHARMACEUTICAL INDS LTD9.0K sharesnew addition2025-12-312026-01-22history
CBOE CBOE GLOBAL MKTS INC1.1K shares-2.18%2025-12-312026-01-22history
FUTU FUTU HLDGS LTD1.7K shares5.09%2025-12-312026-01-22history
IWR ISHARES TR2.9K shares31.71%2025-12-312026-01-22history
Sponsored
KLIC KULICKE & SOFFA INDS INC6.1K shares-5.18%2025-12-312026-01-22history
PCOR PROCORE TECHNOLOGIES INC3.8K shares3.63%2025-12-312026-01-22history
BC BRUNSWICK CORP3.7K shares-6.09%2025-12-312026-01-22history
MSI MOTOROLA SOLUTIONS INC725 shares-26.40%2025-12-312026-01-22history
BAX BAXTER INTL INC14.5K shares24.30%2025-12-312026-01-22history
XSOE WISDOMTREE TR7.1K shares-2.18%2025-12-312026-01-22history
CELH CELSIUS HLDGS INC6.0K sharesnew addition2025-12-312026-01-22history
SCHG SCHWAB STRATEGIC TR8.4K sharesnew addition2025-12-312026-01-22history
Sponsored
CFG CITIZENS FINL GROUP INC4.7K shares2.00%2025-12-312026-01-22history
AAON AAON INC3.6K shares8.56%2025-12-312026-01-22history
GWW WW GRAINGER INC270 sharesnew addition2025-12-312026-01-22history
PHM PULTE GROUP INC2.3K shares23.84%2025-12-312026-01-22history
VEEV VEEVA SYS INC1.2K shares4.30%2025-12-312026-01-22history
WT WISDOMTREE INC22.1K shares26.50%2025-12-312026-01-22history
LMT LOCKHEED MARTIN CORP556 shares8.81%2025-12-312026-01-22history
BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO5.9K shares-5.15%2025-12-312026-01-22history
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MET METLIFE INC3.4K shares2.78%2025-12-312026-01-22history
HOOD ROBINHOOD MKTS INC2.4K shares-14.66%2025-12-312026-01-22history
CMG CHIPOTLE MEXICAN GRILL INC7.2K shares-17.54%2025-12-312026-01-22history
BITB BITWISE BITCOIN ETF TR5.6K shares0.00%2025-12-312026-01-22history
AES AES CORP18.5K shares-6.80%2025-12-312026-01-22history
DLR DIGITAL RLTY TR INC1.7K shares27.17%2025-12-312026-01-22history
ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN11.8K shares-3.22%2025-12-312026-01-22history
ORLY OREILLY AUTOMOTIVE INC2.9K shares0.42%2025-12-312026-01-22history
Sponsored
BF.B BROWN FORMAN CORP10.1K shares4.31%2025-12-312026-01-22history
MMSI MERIT MED SYS INC3.0K sharesnew addition2025-12-312026-01-22history
VNT VONTIER CORPORATION7.0K shares17.52%2025-12-312026-01-22history
CCJ CAMECO CORP2.8K shares-1.56%2025-12-312026-01-22history
TTEK TETRA TECH INC NEW7.7K shares-5.70%2025-12-312026-01-22history
MWA MUELLER WTR PRODS INC10.8K shares22.60%2025-12-312026-01-22history
CTRE CARETRUST REIT INC7.1K shares8.53%2025-12-312026-01-22history
CHE CHEMED CORP NEW597 shares-8.15%2025-12-312026-01-22history
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AS AMER SPORTS INC6.8K sharesnew addition2025-12-312026-01-22history
ALL ALLSTATE CORP1.2K shares5.89%2025-12-312026-01-22history
HII HUNTINGTON INGALLS INDS INC747 shares-20.62%2025-12-312026-01-22history
AGM FEDERAL AGRIC MTG CORP1.4K shares-4.32%2025-12-312026-01-22history
RELX RELX PLC6.2K shares36.15%2025-12-312026-01-22history
UNF UNIFIRST CORP MASS1.3K shares-5.49%2025-12-312026-01-22history
BBY BEST BUY INC3.7K shares-9.74%2025-12-312026-01-22history
FSV FIRSTSERVICE CORP NEW1.6K shares14.93%2025-12-312026-01-22history
Sponsored
FN FABRINET547 shares-6.50%2025-12-312026-01-22history
IFF INTERNATIONAL FLAVORS&FRAGRA3.7K shares1.18%2025-12-312026-01-22history
AWK AMERICAN WTR WKS CO INC NEW1.9K shares6.35%2025-12-312026-01-22history
PRDO PERDOCEO ED CORP8.4K shares14.90%2025-12-312026-01-22history
CFR CULLEN FROST BANKERS INC1.9K shares-1.42%2025-12-312026-01-22history
VIV TELEFONICA BRASIL SA20.7K shares5.67%2025-12-312026-01-22history
GEF GREIF INC3.6K sharesnew addition2025-12-312026-01-22history
MUSA MURPHY USA INC598 shares-4.93%2025-12-312026-01-22history
Sponsored
CRAI CRA INTL INC1.2K shares-3.92%2025-12-312026-01-22history
NTAP NETAPP INC2.3K shares-1.05%2025-12-312026-01-22history
LSTR LANDSTAR SYS INC1.7K shares-11.29%2025-12-312026-01-22history
KMX CARMAX INC6.2K sharesnew addition2025-12-312026-01-22history
LPLA LPL FINL HLDGS INC670 shares8.77%2025-12-312026-01-22history
OSK OSHKOSH CORP1.9K shares18.60%2025-12-312026-01-22history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.6K shares-13.92%2025-12-312026-01-22history
CPK CHESAPEAKE UTILS CORP1.9K shares-5.08%2025-12-312026-01-22history
Sponsored
CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD14.7K sharesnew addition2025-12-312026-01-22history
TRNO TERRENO RLTY CORP4.0K shares-7.42%2025-12-312026-01-22history
CGNX COGNEX CORP6.6K shares-2.71%2025-12-312026-01-22history
MSA MSA SAFETY INC1.5K shares-3.53%2025-12-312026-01-22history
AFRM AFFIRM HLDGS INC3.2K shares-5.58%2025-12-312026-01-22history
HDB HDFC BANK LTD6.4K shares3.02%2025-12-312026-01-22history
ITRI ITRON INC2.5K shares19.95%2025-12-312026-01-22history
PHG KONINKLIJKE PHILIPS N V8.6K shares14.94%2025-12-312026-01-22history
Sponsored
MPWR MONOLITHIC PWR SYS INC257 shares-11.07%2025-12-312026-01-22history
LOB LIVE OAK BANCSHARES INC6.8K sharesnew addition2025-12-312026-01-22history
CPB THE CAMPBELLS COMPANY8.3K shares7.42%2025-12-312026-01-22history
CNS COHEN & STEERS INC3.7K shares-5.84%2025-12-312026-01-22history
DHI D R HORTON INC1.6K shares-13.60%2025-12-312026-01-22history
GNRC GENERAC HLDGS INC1.7K shares6.58%2025-12-312026-01-22history
CYBR CYBERARK SOFTWARE LTD514 shares0.19%2025-12-312026-01-22history
COOPER COS INC COOPER COS INC2.8K sharesnew addition2025-12-312026-01-22history
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SNA SNAP ON INC663 shares-4.74%2025-12-312026-01-22history
ILMN ILLUMINA INC1.7K sharesnew addition2025-12-312026-01-22history
MTRN MATERION CORP1.8K shares-20.10%2025-12-312026-01-22history
GPI GROUP 1 AUTOMOTIVE INC577 shares21.22%2025-12-312026-01-22history
OLED UNIVERSAL DISPLAY CORP1.9K shares14.01%2025-12-312026-01-22history
CNC CENTENE CORP DEL5.4K sharesnew addition2025-12-312026-01-22history
KNSL KINSALE CAP GROUP INC571 shares-4.19%2025-12-312026-01-22history
SAN BANCO SANTANDER SA19.0K shares-5.51%2025-12-312026-01-22history
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UTZ UTZ BRANDS INC21.5K shares-2.95%2025-12-312026-01-22history
F FORD MTR CO16.9K shares25.62%2025-12-312026-01-22history
ICE INTERCONTINENTAL EXCHANGE IN1.4K shares-8.50%2025-12-312026-01-22history
RDDT REDDIT INC949 sharesnew addition2025-12-312026-01-22history
KMI KINDER MORGAN INC DEL7.9K shares4.50%2025-12-312026-01-22history
FITB FIFTH THIRD BANCORP4.6K sharesnew addition2025-12-312026-01-22history
GEN DIGITAL INC GEN DIGITAL INC8.0K sharesnew addition2025-12-312026-01-22history
KWR QUAKER HOUGHTON1.6K shares0.26%2025-12-312026-01-22history
Sponsored
VEON LTD VEON LTD4.1K shares7.00%2025-12-312026-01-22history
LKFN LAKELAND FINL CORP3.8K shares-10.31%2025-12-312026-01-22history
RSG REPUBLIC SVCS INC1.0K shares7.53%2025-12-312026-01-22history
CTSH COGNIZANT TECHNOLOGY SOLUTIO2.6K sharesnew addition2025-12-312026-01-22history
MOG.A MOOG INC879 sharesnew addition2025-12-312026-01-22history
PKG PACKAGING CORP AMER1.0K shares2.78%2025-12-312026-01-22history
AEGON LTD AEGON LTD27.7K shares6.39%2025-12-312026-01-22history
DTE DTE ENERGY CO1.6K shares-4.48%2025-12-312026-01-22history
Sponsored
CL COLGATE PALMOLIVE CO2.7K sharesnew addition2025-12-312026-01-22history
RJF RAYMOND JAMES FINL INC1.3K shares-0.15%2025-12-312026-01-22history
WDAY WORKDAY INC981 shares-68.63%2025-12-312026-01-22history
EG EVEREST GROUP LTD620 shares-2.05%2025-12-312026-01-22history
IRM IRON MTN INC DEL2.5K shares3.18%2025-12-312026-01-22history
IR INGERSOLL RAND INC2.6K sharesnew addition2025-12-312026-01-22history
EE EXCELERATE ENERGY INC7.2K sharesnew addition2025-12-312026-01-22history
BMI BADGER METER INC1.2K sharesnew addition2025-12-312026-01-22history
Sponsored
FTNT FORTINET INC2.5K shares-4.76%2025-12-312026-01-22history
KBR KBR INC5.0K shares16.22%2025-12-312026-01-22history
CSX CSX CORP5.5K shares-26.90%2025-12-312026-01-22history
ELS EQUITY LIFESTYLE PPTYS INC3.3K sharesnew addition2025-12-312026-01-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: PERSONAL CFO SOLUTIONS, LLC | TradeFomo