The Analysis of Physician Wealth Advisors, Inc.'s Holdings

Currently, Physician Wealth Advisors, Inc. holds 2027 types of securities in its portfolio with a total value $718.7M. In the most recent quarter, they have increased their positions in IVE (+43.6K shares, valued at $9.2M), DFAE (+159.1K shares, valued at $5.2M), SPMO (+37.4K shares, valued at $4.5M); decreased their positions in QUAL (-57.9K shares, valued at $11.5M), AAPL (-17.0K shares, valued at $4.6M), MSFT (-3.6K shares, valued at $1.7M); initiated new positions in VOOG (+687 shares, valued at $305.3K), PYLD (+7.5K shares, valued at $201.4K), N/A (+5.7K shares, valued at $123.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR136.4K shares0.67%2025-12-312026-01-29

SPYM SPDR SERIES TRUST415.7K shares2.99%2025-12-312026-01-29

DYNF BLACKROCK ETF TRUST520.8K shares3.25%2025-12-312026-01-29

IVE ISHARES TR142.3K shares44.12%2025-12-312026-01-29

DFAI DIMENSIONAL ETF TRUST759.2K shares0.22%2025-12-312026-01-29

XLG INVESCO EXCHANGE TRADED FD T412.0K shares2.58%2025-12-312026-01-29

IVW ISHARES TR197.7K shares4.20%2025-12-312026-01-29

DFAE DIMENSIONAL ETF TRUST743.2K shares27.23%2025-12-312026-01-29

Sponsored

EFV ISHARES TR269.4K shares-5.44%2025-12-312026-01-29

ITOT ISHARES TR126.7K shares-3.50%2025-12-312026-01-29

DFAU DIMENSIONAL ETF TRUST380.1K shares-0.85%2025-12-312026-01-29

AAPL APPLE INC62.3K shares-21.39%2025-12-312026-01-29

IEMG ISHARES INC250.4K shares1.94%2025-12-312026-01-29

QUAL ISHARES TR75.4K shares-43.43%2025-12-312026-01-29

FBND FIDELITY MERRIMACK STR TR284.7K shares-3.40%2025-12-312026-01-29

BAI BLACKROCK ETF TRUST369.0K shares8.47%2025-12-312026-01-29

Sponsored

SPMO INVESCO EXCH TRADED FD TR II99.1K shares60.52%2025-12-312026-01-29

IEFA ISHARES TR131.2K shares-2.18%2025-12-312026-01-29

THRO BLACKROCK ETF TRUST294.8K shares4.63%2025-12-312026-01-29

DFAW DIMENSIONAL ETF TRUST151.4K shares-2.73%2025-12-312026-01-29

MGC VANGUARD WORLD FD43.7K shares3.54%2025-12-312026-01-29

NVDA NVIDIA CORPORATION53.5K shares-9.71%2025-12-312026-01-29

IJH ISHARES TR146.7K shares4.24%2025-12-312026-01-29

DGRO ISHARES TR114.0K shares-2.37%2025-12-312026-01-29

Sponsored

GLDM WORLD GOLD TR91.5K shares-5.11%2025-12-312026-01-29

IXUS ISHARES TR90.0K shares-0.14%2025-12-312026-01-29

MSFT MICROSOFT CORP14.3K shares-20.14%2025-12-312026-01-29

VCRM VANGUARD MUN BD FDS81.5K shares22.90%2025-12-312026-01-29

DFAC DIMENSIONAL ETF TRUST139.7K shares-3.54%2025-12-312026-01-29

SHLD GLOBAL X FDS83.2K shares8.76%2025-12-312026-01-29

DFAS DIMENSIONAL ETF TRUST75.2K shares1.78%2025-12-312026-01-29

ESGU ISHARES TR33.7K shares1.27%2025-12-312026-01-29

Sponsored

STIP ISHARES TR43.4K shares4.03%2025-12-312026-01-29

HQY HEALTHEQUITY INC47.0K shares-12.16%2025-12-312026-01-29

FREL FIDELITY COVINGTON TRUST160.2K shares-5.36%2025-12-312026-01-29

VGT VANGUARD WORLD FD5.2K shares3.56%2025-12-312026-01-29

IJR ISHARES TR29.6K shares0.03%2025-12-312026-01-29

AMZN AMAZON COM INC14.8K shares-5.71%2025-12-312026-01-29

LRGF ISHARES TR47.7K shares4.42%2025-12-312026-01-29

VANGUARD INDEX FDS VANGUARD INDEX FDS5.1K shares3.64%2025-12-312026-01-29

Sponsored

EFAV ISHARES TR34.4K shares-4.27%2025-12-312026-01-29

INVESCO QQQ TR INVESCO QQQ TR4.6K shares-3.15%2025-12-312026-01-29

TSLA TESLA INC5.9K shares-3.04%2025-12-312026-01-29

ALPHABET INC ALPHABET INC8.4K shares6.96%2025-12-312026-01-29

DFUS DIMENSIONAL ETF TRUST34.1K shares-0.11%2025-12-312026-01-29

DFAX DIMENSIONAL ETF TRUST74.3K shares-4.49%2025-12-312026-01-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-27.32%2025-12-312026-01-29

SCHD SCHWAB STRATEGIC TR82.7K shares-1.75%2025-12-312026-01-29

Sponsored

MTUM ISHARES TR7.8K shares0.00%2025-12-312026-01-29

TNA DIREXION SHS ETF TR42.6K shares0.00%2025-12-312026-01-29

IJS ISHARES TR14.8K shares-1.12%2025-12-312026-01-29

EFG ISHARES TR14.2K shares-39.42%2025-12-312026-01-29

COST COSTCO WHSL CORP NEW1.8K shares-5.69%2025-12-312026-01-29

WMT WALMART INC14.2K shares-0.43%2025-12-312026-01-29

VV VANGUARD INDEX FDS4.9K shares0.26%2025-12-312026-01-29

ALPHABET INC ALPHABET INC4.8K shares0.90%2025-12-312026-01-29

Sponsored

EEMV ISHARES INC23.5K shares-3.17%2025-12-312026-01-29

EXR EXTRA SPACE STORAGE INC10.9K shares0.17%2025-12-312026-01-29

DFSU DIMENSIONAL ETF TRUST30.6K shares-4.65%2025-12-312026-01-29

IWC ISHARES TR7.9K shares-6.75%2025-12-312026-01-29

USMV ISHARES TR13.2K shares-1.43%2025-12-312026-01-29

VLUE ISHARES TR9.0K shares2.48%2025-12-312026-01-29

VNQ VANGUARD INDEX FDS13.8K shares-2.00%2025-12-312026-01-29

BROADCOM INC BROADCOM INC3.4K shares-7.14%2025-12-312026-01-29

Sponsored

META META PLATFORMS INC1.7K shares-9.80%2025-12-312026-01-29

MUB ISHARES TR10.5K shares3.38%2025-12-312026-01-29

SIL GLOBAL X FDS13.1K shares59.82%2025-12-312026-01-29

SCZ ISHARES TR13.4K shares-3.55%2025-12-312026-01-29

DFCF DIMENSIONAL ETF TRUST24.4K shares576.22%2025-12-312026-01-29

ESGE ISHARES INC22.3K shares5.63%2025-12-312026-01-29

LLY ELI LILLY & CO915 shares3.39%2025-12-312026-01-29

AMD ADVANCED MICRO DEVICES INC4.3K shares2.36%2025-12-312026-01-29

Sponsored

TDY TELEDYNE TECHNOLOGIES INC1.8K shares-0.45%2025-12-312026-01-29

MA MASTERCARD INCORPORATED1.5K shares3.45%2025-12-312026-01-29

NOW SERVICENOW INC5.5K shares352.99%2025-12-312026-01-29

SPY SPDR S&P 500 ETF TR1.2K shares9.81%2025-12-312026-01-29

ZION ZIONS BANCORPORATION N A13.8K shares-0.61%2025-12-312026-01-29

AGG ISHARES TR7.8K shares-0.61%2025-12-312026-01-29

TQQQ PROSHARES TR14.6K shares88.31%2025-12-312026-01-29

JPM JPMORGAN CHASE & CO.2.4K shares3.18%2025-12-312026-01-29

Sponsored

VBR VANGUARD INDEX FDS3.6K shares-0.55%2025-12-312026-01-29

THE CIGNA GROUP THE CIGNA GROUP2.7K shares-1.66%2025-12-312026-01-29

DFNM DIMENSIONAL ETF TRUST15.2K shares4.05%2025-12-312026-01-29

AMAT APPLIED MATLS INC2.8K shares8.32%2025-12-312026-01-29

TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares10.68%2025-12-312026-01-29

PLTR PALANTIR TECHNOLOGIES INC4.0K shares-4.14%2025-12-312026-01-29

XLK SELECT SECTOR SPDR TR4.8K shares100.21%2025-12-312026-01-29

JNJ JOHNSON & JOHNSON3.1K shares-15.51%2025-12-312026-01-29

Sponsored

DFSV DIMENSIONAL ETF TRUST19.6K shares0.52%2025-12-312026-01-29

MCD MCDONALDS CORP2.1K shares1.59%2025-12-312026-01-29

IXN ISHARES TR5.9K shares1.53%2025-12-312026-01-29

DDFS INNOVATOR ETFS TRUST28.5K shares0.00%2025-12-312026-01-29

SUB ISHARES TR5.6K shares-38.77%2025-12-312026-01-29

VO VANGUARD INDEX FDS2.0K shares-12.11%2025-12-312026-01-29

AXP AMERICAN EXPRESS CO1.6K shares2.10%2025-12-312026-01-29

VFMF VANGUARD WELLINGTON FD3.8K shares-1.78%2025-12-312026-01-29

Sponsored

ESGV VANGUARD WORLD FD4.7K shares24.77%2025-12-312026-01-29

V VISA INC1.6K shares3.42%2025-12-312026-01-29

GLD SPDR GOLD TR1.4K shares-0.15%2025-12-312026-01-29

WFC WELLS FARGO CO NEW5.6K shares-0.30%2025-12-312026-01-29

ICSH ISHARES TR10.3K shares-13.75%2025-12-312026-01-29

VIG VANGUARD SPECIALIZED FUNDS2.4K shares0.60%2025-12-312026-01-29

CAT CATERPILLAR INC857 shares3.75%2025-12-312026-01-29

USXF ISHARES TR8.5K shares-8.59%2025-12-312026-01-29

Sponsored

VB VANGUARD INDEX FDS1.9K shares-10.27%2025-12-312026-01-29

IHI ISHARES TR7.7K shares4.30%2025-12-312026-01-29

SCHB SCHWAB STRATEGIC TR18.1K shares0.00%2025-12-312026-01-29

TRMB TRIMBLE INC6.0K shares0.42%2025-12-312026-01-29

SNFCA SECURITY NATL FINL CORP52.4K shares-6.73%2025-12-312026-01-29

CVX CHEVRON CORP NEW3.1K shares-1.95%2025-12-312026-01-29

MERCK & CO INC MERCK & CO INC4.4K shares-4.51%2025-12-312026-01-29

BAC BANK AMERICA CORP8.3K shares3.25%2025-12-312026-01-29

Sponsored

EFA ISHARES TR4.7K shares-2.52%2025-12-312026-01-29

VEA VANGUARD TAX-MANAGED FDS7.2K shares1.95%2025-12-312026-01-29

GSBD GOLDMAN SACHS BDC INC47.4K shares0.23%2025-12-312026-01-29

QCOM QUALCOMM INC2.6K shares-0.89%2025-12-312026-01-29

PG PROCTER AND GAMBLE CO3.0K shares-31.70%2025-12-312026-01-29

HD HOME DEPOT INC1.2K shares-14.79%2025-12-312026-01-29

DFSI DIMENSIONAL ETF TRUST9.2K shares0.00%2025-12-312026-01-29

BKNG BOOKING HOLDINGS INC71 shares1.43%2025-12-312026-01-29

Sponsored

IBTG ISHARES TR16.7K shares0.00%2025-12-312026-01-29

XOM EXXON MOBIL CORP3.1K shares10.46%2025-12-312026-01-29

VTI VANGUARD INDEX FDS1.1K shares385.33%2025-12-312026-01-29

PEP PEPSICO INC2.5K shares-65.69%2025-12-312026-01-29

VCSH VANGUARD SCOTTSDALE FDS4.5K shares-5.46%2025-12-312026-01-29

SYK STRYKER CORPORATION996 shares6.64%2025-12-312026-01-29

HWM HOWMET AEROSPACE INC1.7K shares-13.08%2025-12-312026-01-29

AEE AMEREN CORP3.5K shares0.73%2025-12-312026-01-29

Sponsored

VCRB VANGUARD MALVERN FDS4.4K shares46.37%2025-12-312026-01-29

ESGD ISHARES TR3.5K shares0.03%2025-12-312026-01-29

APH AMPHENOL CORP NEW2.5K shares2.52%2025-12-312026-01-29

TMO THERMO FISHER SCIENTIFIC INC575 shares-10.44%2025-12-312026-01-29

SYLD CAMBRIA ETF TR4.8K shares3.08%2025-12-312026-01-29

BLACKROCK INC BLACKROCK INC306 shares-2.86%2025-12-312026-01-29

VRTX VERTEX PHARMACEUTICALS INC712 shares2.01%2025-12-312026-01-29

GE AEROSPACE GE AEROSPACE1.0K shares0.98%2025-12-312026-01-29

Sponsored

NWE NORTHWESTERN ENERGY GROUP IN4.8K shares0.00%2025-12-312026-01-29

IYW ISHARES TR1.5K shares16.21%2025-12-312026-01-29

VOOG VANGUARD ADMIRAL FDS INC687 sharesnew addition2025-12-312026-01-29

EPD ENTERPRISE PRODS PARTNERS L9.3K shares0.00%2025-12-312026-01-29

SCHX SCHWAB STRATEGIC TR11.0K shares0.55%2025-12-312026-01-29

SCHA SCHWAB STRATEGIC TR10.3K shares1.13%2025-12-312026-01-29

XSOE WISDOMTREE TR7.4K shares0.68%2025-12-312026-01-29

USEP INNOVATOR ETFS TRUST7.3K shares0.00%2025-12-312026-01-29

Sponsored

DAL DELTA AIR LINES INC DEL4.1K shares-0.44%2025-12-312026-01-29

DFAR DIMENSIONAL ETF TRUST12.3K shares3.25%2025-12-312026-01-29

ABBV ABBVIE INC1.2K shares28.75%2025-12-312026-01-29

DIS DISNEY WALT CO2.5K shares-1.63%2025-12-312026-01-29

PLD PROLOGIS INC.2.2K shares0.88%2025-12-312026-01-29

COP CONOCOPHILLIPS3.0K shares-6.29%2025-12-312026-01-29

VTIP VANGUARD MALVERN FDS5.5K shares0.00%2025-12-312026-01-29

TJX TJX COS INC NEW1.7K shares8.81%2025-12-312026-01-29

Sponsored

SBUX STARBUCKS CORP3.1K shares8.46%2025-12-312026-01-29

AVGE AMERICAN CENTY ETF TR3.0K shares0.86%2025-12-312026-01-29

JEPI J P MORGAN EXCHANGE TRADED F4.6K shares72.13%2025-12-312026-01-29

UNP UNION PAC CORP1.1K shares-83.44%2025-12-312026-01-29

NFLX NETFLIX INC2.8K shares1006.40%2025-12-312026-01-29

CSCO CISCO SYS INC3.4K shares30.16%2025-12-312026-01-29

SPGI S&P GLOBAL INC492 shares7.42%2025-12-312026-01-29

BXSL BLACKSTONE SECD LENDING FD9.7K shares-0.97%2025-12-312026-01-29

Sponsored

IBIT ISHARES BITCOIN TRUST ETF5.1K shares23.81%2025-12-312026-01-29

ADSK AUTODESK INC853 shares2.40%2025-12-312026-01-29

SOXX ISHARES TR836 shares0.24%2025-12-312026-01-29

MAR MARRIOTT INTL INC NEW802 shares3.35%2025-12-312026-01-29

T AT&T INC10.0K shares32.88%2025-12-312026-01-29

MMM 3M CO1.5K shares2.66%2025-12-312026-01-29

ORCL ORACLE CORP1.3K shares-25.80%2025-12-312026-01-29

BDX BECTON DICKINSON & CO1.3K shares0.32%2025-12-312026-01-29

Sponsored

HUN HUNTSMAN CORP24.4K shares0.34%2025-12-312026-01-29

SLV ISHARES SILVER TR3.8K shares9.91%2025-12-312026-01-29

BA BOEING CO1.1K shares-17.00%2025-12-312026-01-29

JPC NUVEEN PFD & INCOME OPPORTUN29.4K shares0.00%2025-12-312026-01-29

WPC WP CAREY INC3.7K shares-0.11%2025-12-312026-01-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares0.30%2025-12-312026-01-29

PFE PFIZER INC9.5K shares4.59%2025-12-312026-01-29

FTEC FIDELITY COVINGTON TRUST1.1K shares-0.85%2025-12-312026-01-29

Sponsored

IBTI ISHARES TR10.5K shares0.42%2025-12-312026-01-29

GEV GE VERNOVA INC358 shares7.83%2025-12-312026-01-29

TXN TEXAS INSTRS INC1.3K shares9.17%2025-12-312026-01-29

JPST J P MORGAN EXCHANGE TRADED F4.6K shares-26.21%2025-12-312026-01-29

VHT VANGUARD WORLD FD806 shares-3.70%2025-12-312026-01-29

WPM WHEATON PRECIOUS METALS CORP2.0K shares0.51%2025-12-312026-01-29

PSF COHEN & STEERS SELECT PFD &11.1K shares0.00%2025-12-312026-01-29

TRP TC ENERGY CORP4.0K shares0.00%2025-12-312026-01-29

Sponsored

INTU INTUIT336 shares10.16%2025-12-312026-01-29

IBDT ISHARES TR8.7K shares1.17%2025-12-312026-01-29

BOXX EA SERIES TRUST1.9K shares-0.37%2025-12-312026-01-29

RGLD ROYAL GOLD INC972 shares-0.10%2025-12-312026-01-29

NVS NOVARTIS AG1.6K shares1.56%2025-12-312026-01-29

D DOMINION ENERGY INC3.7K shares-3.41%2025-12-312026-01-29

VGK VANGUARD INTL EQUITY INDEX F2.6K shares74.27%2025-12-312026-01-29

KMI KINDER MORGAN INC DEL7.8K shares-2.48%2025-12-312026-01-29

Sponsored

LOW LOWES COS INC869 shares7.82%2025-12-312026-01-29

ICF ISHARES TR3.5K shares1.28%2025-12-312026-01-29

INTC INTEL CORP5.6K shares-9.81%2025-12-312026-01-29

MEDTRONIC PLC MEDTRONIC PLC2.2K shares-5.68%2025-12-312026-01-29

UFEB INNOVATOR ETFS TRUST5.6K shares0.00%2025-12-312026-01-29

DFIV DIMENSIONAL ETF TRUST4.0K shares-5.64%2025-12-312026-01-29

GS GOLDMAN SACHS GROUP INC229 shares4.09%2025-12-312026-01-29

PYLD PIMCO ETF TR7.5K sharesnew addition2025-12-312026-01-29

Sponsored

OKE ONEOK INC NEW2.7K shares12.84%2025-12-312026-01-29

DFSE DIMENSIONAL ETF TRUST4.8K shares0.04%2025-12-312026-01-29

EA ELECTRONIC ARTS INC974 shares-7.50%2025-12-312026-01-29

UNH UNITEDHEALTH GROUP INC603 shares-21.28%2025-12-312026-01-29

IBM INTERNATIONAL BUSINESS MACHS672 shares4.51%2025-12-312026-01-29

SSO PROSHARES TR3.3K shares129.08%2025-12-312026-01-29

VWO VANGUARD INTL EQUITY INDEX F3.4K shares-1.03%2025-12-312026-01-29

KO COCA COLA CO2.6K shares11.50%2025-12-312026-01-29

Sponsored

RTX RTX CORPORATION991 shares-62.12%2025-12-312026-01-29

UDEC INNOVATOR ETFS TRUST4.5K shares0.00%2025-12-312026-01-29

DMXF ISHARES TR2.4K shares-9.87%2025-12-312026-01-29

EME EMCOR GROUP INC286 shares1.06%2025-12-312026-01-29

PAA PLAINS ALL AMERN PIPELINE L9.7K shares0.00%2025-12-312026-01-29

BLACKSTONE INC BLACKSTONE INC1.1K shares2.73%2025-12-312026-01-29

IFRA ISHARES TR3.3K shares76.59%2025-12-312026-01-29

SKYW SKYWEST INC1.7K shares-0.35%2025-12-312026-01-29

Sponsored

IBDR ISHARES TR7.1K shares0.00%2025-12-312026-01-29

EUSB ISHARES TR3.9K shares-12.81%2025-12-312026-01-29

IBMS ISHARES TR6.5K shares0.00%2025-12-312026-01-29

DVY ISHARES TR1.2K shares0.08%2025-12-312026-01-29

PCM PCM FD INC27.3K shares0.00%2025-12-312026-01-29

LULU LULULEMON ATHLETICA INC803 shares2.42%2025-12-312026-01-29

SHOP SHOPIFY INC1.0K shares0.90%2025-12-312026-01-29

MELI MERCADOLIBRE INC80 shares29.03%2025-12-312026-01-29

Sponsored

IBTK ISHARES TR7.9K shares0.00%2025-12-312026-01-29

IBTJ ISHARES TR7.2K shares0.00%2025-12-312026-01-29

IBTH ISHARES TR6.9K shares0.00%2025-12-312026-01-29

IJJ ISHARES TR1.2K shares0.00%2025-12-312026-01-29

IWM ISHARES TR622 shares0.32%2025-12-312026-01-29

WELL WELLTOWER INC818 shares2.12%2025-12-312026-01-29

HSIC HENRY SCHEIN INC2.0K shares-0.20%2025-12-312026-01-29

AZO AUTOZONE INC45 shares-2.17%2025-12-312026-01-29

Sponsored

ISHARES GOLD TR ISHARES GOLD TR1.9K shares29.11%2025-12-312026-01-29

EQR EQUITY RESIDENTIAL2.3K shares7.09%2025-12-312026-01-29

THOMSON REUTERS CORP THOMSON REUTERS CORP1.1K shares0.00%2025-12-312026-01-29

AZN ASTRAZENECA PLC1.5K shares0.87%2025-12-312026-01-29

VOE VANGUARD INDEX FDS769 shares0.00%2025-12-312026-01-29

ASML ASML HOLDING N V126 shares40.00%2025-12-312026-01-29

LAM RESEARCH CORP LAM RESEARCH CORP764 shares48.35%2025-12-312026-01-29

IQLT ISHARES TR2.9K shares1.02%2025-12-312026-01-29

Sponsored

SHW SHERWIN WILLIAMS CO398 shares-2.69%2025-12-312026-01-29

PSA PUBLIC STORAGE OPER CO496 shares7.36%2025-12-312026-01-29

HCA HCA HEALTHCARE INC274 shares1.86%2025-12-312026-01-29

VUG VANGUARD INDEX FDS259 shares0.39%2025-12-312026-01-29

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST5.7K sharesnew addition2025-12-312026-01-29

FXL FIRST TR EXCHANGE TRADED FD729 shares0.00%2025-12-312026-01-29

F FORD MTR CO9.3K shares1.87%2025-12-312026-01-29

PEJ INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-12-312026-01-29

Sponsored

CMCSA COMCAST CORP NEW4.0K shares0.85%2025-12-312026-01-29

DLR DIGITAL RLTY TR INC778 shares20.43%2025-12-312026-01-29

ED CONSOLIDATED EDISON INC1.2K shares-1.56%2025-12-312026-01-29

SLYV SPDR SERIES TRUST1.3K shares2.21%2025-12-312026-01-29

PH PARKER-HANNIFIN CORP134 shares3.88%2025-12-312026-01-29

URI UNITED RENTALS INC145 shares-2.03%2025-12-312026-01-29

IYR ISHARES TR1.2K shares-7.99%2025-12-312026-01-29

CB CHUBB LIMITED374 shares21.43%2025-12-312026-01-29

Sponsored

SYF SYNCHRONY FINANCIAL1.4K shares8.37%2025-12-312026-01-29

UPRO PROSHARES TR945 shares0.11%2025-12-312026-01-29

ABT ABBOTT LABS866 shares-23.63%2025-12-312026-01-29

BTZ BLACKROCK CR ALLOCATION INCO10.0K shares0.00%2025-12-312026-01-29

MS MORGAN STANLEY607 shares6.87%2025-12-312026-01-29

CITIGROUP INC CITIGROUP INC914 shares5.54%2025-12-312026-01-29

MU MICRON TECHNOLOGY INC373 shares42.91%2025-12-312026-01-29

UPS UNITED PARCEL SERVICE INC1.1K shares183.24%2025-12-312026-01-29

Sponsored

ORLY OREILLY AUTOMOTIVE INC1.2K shares-3.59%2025-12-312026-01-29

UNILEVER PLC UNILEVER PLC1.6K sharesnew addition2025-12-312026-01-29

IBTP ISHARES TR4.0K shares0.00%2025-12-312026-01-29

IBTM ISHARES TR4.5K shares0.00%2025-12-312026-01-29

IBTL ISHARES TR5.0K shares0.00%2025-12-312026-01-29

BSX BOSTON SCIENTIFIC CORP1.1K shares37.10%2025-12-312026-01-29

IBTO ISHARES TR4.2K shares0.00%2025-12-312026-01-29

LHX L3HARRIS TECHNOLOGIES INC348 shares-27.35%2025-12-312026-01-29

Sponsored

IBTQ ISHARES TR4.0K sharesnew addition2025-12-312026-01-29

XLV SELECT SECTOR SPDR TR653 shares0.00%2025-12-312026-01-29

KMB KIMBERLY-CLARK CORP1.0K shares-1.86%2025-12-312026-01-29

ISRG INTUITIVE SURGICAL INC178 shares-79.66%2025-12-312026-01-29

EMXC ISHARES INC1.4K shares1.56%2025-12-312026-01-29

FNV FRANCO NEV CORP480 shares-3.03%2025-12-312026-01-29

YUM YUM BRANDS INC647 shares-3.86%2025-12-312026-01-29

EATON CORP PLC EATON CORP PLC307 shares-18.57%2025-12-312026-01-29

Sponsored

WM WASTE MGMT INC DEL440 shares3.04%2025-12-312026-01-29

ECG EVERUS CONSTR GROUP1.1K shares0.00%2025-12-312026-01-29

VZ VERIZON COMMUNICATIONS INC2.4K shares51.38%2025-12-312026-01-29

AEM AGNICO EAGLE MINES LTD562 shares0.54%2025-12-312026-01-29

WMB WILLIAMS COS INC1.6K shares-2.36%2025-12-312026-01-29

PGR PROGRESSIVE CORP413 shares67.89%2025-12-312026-01-29

COF CAPITAL ONE FINL CORP388 shares15.13%2025-12-312026-01-29

MDU MDU RES GROUP INC4.7K shares2.43%2025-12-312026-01-29

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND339 shares76.56%2025-12-312026-01-29

SCHF SCHWAB STRATEGIC TR3.8K shares0.00%2025-12-312026-01-29

SLB SLB LIMITED2.4K shares2.71%2025-12-312026-01-29

DHR DANAHER CORPORATION390 shares33.56%2025-12-312026-01-29

OEF ISHARES TR259 shares215.85%2025-12-312026-01-29

SA SEABRIDGE GOLD INC3.0K shares0.00%2025-12-312026-01-29

DDFL INNOVATOR ETFS TRUST4.3K shares1.04%2025-12-312026-01-29

ROBO EXCHANGE TRADED CONCEPTS TRU1.3K shares0.00%2025-12-312026-01-29

Sponsored

DFSD DIMENSIONAL ETF TRUST1.8K shares0.45%2025-12-312026-01-29

VTV VANGUARD INDEX FDS445 shares-0.22%2025-12-312026-01-29

SR SPIRE INC1.0K shares0.00%2025-12-312026-01-29

MGK VANGUARD WORLD FD201 shares0.00%2025-12-312026-01-29

XLU SELECT SECTOR SPDR TR1.9K shares100.10%2025-12-312026-01-29

MMC MARSH & MCLENNAN COS INC439 shares59.64%2025-12-312026-01-29

CTAS CINTAS CORP432 shares1.41%2025-12-312026-01-29

MCO MOODYS CORP158 shares43.64%2025-12-312026-01-29

Sponsored

DFEM DIMENSIONAL ETF TRUST2.4K shares0.46%2025-12-312026-01-29

EEM ISHARES TR1.5K shares-43.28%2025-12-312026-01-29

EMR EMERSON ELEC CO600 shares3.45%2025-12-312026-01-29

KNF KNIFE RIVER CORP1.1K shares0.00%2025-12-312026-01-29

ADI ANALOG DEVICES INC290 shares3.57%2025-12-312026-01-29

MMIN NEW YORK LIFE INVTS ACTIVE E3.2K shares4.27%2025-12-312026-01-29

SO SOUTHERN CO881 shares-29.07%2025-12-312026-01-29

CRM SALESFORCE INC287 shares-9.75%2025-12-312026-01-29

Sponsored

PYPL PAYPAL HLDGS INC1.3K shares-14.33%2025-12-312026-01-29

VSGX VANGUARD WORLD FD1.0K sharesnew addition2025-12-312026-01-29

HON HONEYWELL INTL INC379 shares-52.57%2025-12-312026-01-29

PACS PACS GROUP INC1.9K sharesnew addition2025-12-312026-01-29

GSK PLC GSK PLC1.5K shares3.17%2025-12-312026-01-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.0K shares-49.00%2025-12-312026-01-29

CPRT COPART INC1.9K shares-9.20%2025-12-312026-01-29

TFC TRUIST FINL CORP1.5K shares-14.81%2025-12-312026-01-29

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY206 shares151.22%2025-12-312026-01-29

ALV AUTOLIV INC607 shares-0.65%2025-12-312026-01-29

SHEL SHELL PLC976 shares2.52%2025-12-312026-01-29

CDNS CADENCE DESIGN SYSTEM INC229 shares-29.54%2025-12-312026-01-29

FDX FEDEX CORP248 shares13.76%2025-12-312026-01-29

BNDX VANGUARD CHARLOTTE FDS1.5K shares0.89%2025-12-312026-01-29

MTG MGIC INVT CORP WIS2.4K shares0.17%2025-12-312026-01-29

ECL ECOLAB INC267 shares18.14%2025-12-312026-01-29

Sponsored

NBIX NEUROCRINE BIOSCIENCES INC487 shares0.83%2025-12-312026-01-29

DHI D R HORTON INC475 shares0.85%2025-12-312026-01-29

AMGN AMGEN INC208 shares70.49%2025-12-312026-01-29

VTEB VANGUARD MUN BD FDS1.3K shares0.75%2025-12-312026-01-29

NEE NEXTERA ENERGY INC841 shares7.41%2025-12-312026-01-29

NU NU HLDGS LTD4.0K shares143.92%2025-12-312026-01-29

APP APPLOVIN CORP99 shares15.12%2025-12-312026-01-29

SCCO SOUTHERN COPPER CORP464 shares1.98%2025-12-312026-01-29

Sponsored

ZTS ZOETIS INC524 shares-19.01%2025-12-312026-01-29

IGM ISHARES TR506 shares0.00%2025-12-312026-01-29

ALB ALBEMARLE CORP462 shares-5.71%2025-12-312026-01-29

VYM VANGUARD WHITEHALL FDS450 shares0.00%2025-12-312026-01-29

TRV TRAVELERS COMPANIES INC221 shares-8.30%2025-12-312026-01-29

SQM SOCIEDAD QUIMICA Y MINERA DE930 shares-4.42%2025-12-312026-01-29

RCL ROYAL CARIBBEAN GROUP229 shares7.01%2025-12-312026-01-29

VRSN VERISIGN INC262 shares9.62%2025-12-312026-01-29

Sponsored

ADBE ADOBE INC176 shares-47.31%2025-12-312026-01-29

SMMV ISHARES TR1.4K shares3.45%2025-12-312026-01-29

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP180 shares2.86%2025-12-312026-01-29

PM PHILIP MORRIS INTL INC377 shares171.22%2025-12-312026-01-29

SCHW SCHWAB CHARLES CORP605 shares8.81%2025-12-312026-01-29

HPE HEWLETT PACKARD ENTERPRISE C2.5K shares-0.32%2025-12-312026-01-29

XLE SELECT SECTOR SPDR TR1.3K shares104.87%2025-12-312026-01-29

ICE INTERCONTINENTAL EXCHANGE IN371 shares57.20%2025-12-312026-01-29

Sponsored

MCK MCKESSON CORP72 shares4.35%2025-12-312026-01-29

ISCG ISHARES TR1.1K shares0.00%2025-12-312026-01-29

PSX PHILLIPS 66455 shares1.11%2025-12-312026-01-29

SYY SYSCO CORP791 shares-28.67%2025-12-312026-01-29

CBRE CBRE GROUP INC361 shares-10.64%2025-12-312026-01-29

CVS CVS HEALTH CORP728 shares14.47%2025-12-312026-01-29

MMCA NEW YORK LIFE INVTS ACTIVE E2.6K shares0.00%2025-12-312026-01-29

TE CONNECTIVITY PLC TE CONNECTIVITY PLC251 shares-5.64%2025-12-312026-01-29

Sponsored

CSX CSX CORP1.6K shares1.62%2025-12-312026-01-29

PNC PNC FINL SVCS GROUP INC272 shares-10.53%2025-12-312026-01-29

CLH CLEAN HARBORS INC241 shares0.84%2025-12-312026-01-29

CATY CATHAY GEN BANCORP1.2K shares0.00%2025-12-312026-01-29

SCHP SCHWAB STRATEGIC TR2.1K shares0.00%2025-12-312026-01-29

GDX VANECK ETF TRUST645 shares0.00%2025-12-312026-01-29

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST2.9K sharesnew addition2025-12-312026-01-29

DFEV DIMENSIONAL ETF TRUST1.6K shares0.00%2025-12-312026-01-29

Sponsored

LINDE PLC LINDE PLC129 shares-6.52%2025-12-312026-01-29

ZMAR INNOVATOR ETFS TRUST2.0K shares0.00%2025-12-312026-01-29

ALL ALLSTATE CORP263 shares-17.03%2025-12-312026-01-29

KLAC KLA CORP45 shares28.57%2025-12-312026-01-29

IBDV ISHARES TR2.5K shares0.00%2025-12-312026-01-29

CEG CONSTELLATION ENERGY CORP154 shares4.05%2025-12-312026-01-29

GDDY GODADDY INC436 shares12.37%2025-12-312026-01-29

GILD GILEAD SCIENCES INC439 shares11.70%2025-12-312026-01-29

Sponsored

IBDU ISHARES TR2.3K shares0.00%2025-12-312026-01-29

ACWI ISHARES TR378 shares1.34%2025-12-312026-01-29

RSG REPUBLIC SVCS INC251 shares-21.07%2025-12-312026-01-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL193 shares30.41%2025-12-312026-01-29

ALC ALCON AG670 shares5.02%2025-12-312026-01-29

IBDS ISHARES TR2.2K shares0.00%2025-12-312026-01-29

MFC MANULIFE FINL CORP1.4K shares0.00%2025-12-312026-01-29

DFGP DIMENSIONAL ETF TRUST970 shares0.94%2025-12-312026-01-29

Sponsored

PRU PRUDENTIAL FINL INC464 shares68.12%2025-12-312026-01-29

TGT TARGET CORP535 shares5.31%2025-12-312026-01-29

KIM KIMCO RLTY CORP2.6K shares39.50%2025-12-312026-01-29

PFG PRINCIPAL FINANCIAL GROUP IN590 shares57.75%2025-12-312026-01-29

BSEP INNOVATOR ETFS TRUST1.1K shares0.00%2025-12-312026-01-29

VRT VERTIV HOLDINGS CO313 shares19.01%2025-12-312026-01-29

VNQI VANGUARD INTL EQUITY INDEX F1.1K shares1373.33%2025-12-312026-01-29

IGV ISHARES TR473 shares-3.67%2025-12-312026-01-29

Sponsored

IRM IRON MTN INC DEL597 shares740.85%2025-12-312026-01-29

REGN REGENERON PHARMACEUTICALS64 shares12.28%2025-12-312026-01-29

MAGX ROUNDHILL ETF TRUST863 shares34.21%2025-12-312026-01-29

FBTC FIDELITY WISE ORIGIN BITCOIN646 shares2.70%2025-12-312026-01-29

CMS CMS ENERGY CORP703 shares29.70%2025-12-312026-01-29

IYG ISHARES TR530 shares0.19%2025-12-312026-01-29

WBD WARNER BROS DISCOVERY INC1.7K shares20.80%2025-12-312026-01-29

ARTY ISHARES TR1.0K shares0.00%2025-12-312026-01-29

Sponsored

HLT HILTON WORLDWIDE HLDGS INC167 shares83.52%2025-12-312026-01-29

HIMS HIMS & HERS HEALTH INC1.5K shares-2.00%2025-12-312026-01-29

BBVA BANCO BILBAO VIZCAYA ARGENTA2.0K shares4.12%2025-12-312026-01-29

FCX FREEPORT-MCMORAN INC924 shares23.53%2025-12-312026-01-29

APD AIR PRODS & CHEMS INC189 shares31.25%2025-12-312026-01-29

COOPER COS INC COOPER COS INC569 shares4276.92%2025-12-312026-01-29

FNDF SCHWAB STRATEGIC TR1.0K shares-7.29%2025-12-312026-01-29

UTF COHEN & STEERS INFRASTRUCTUR1.9K shares46.79%2025-12-312026-01-29

Sponsored

CME CME GROUP INC166 shares50.91%2025-12-312026-01-29

IDXX IDEXX LABS INC67 shares-19.28%2025-12-312026-01-29

ITB ISHARES TR470 shares0.00%2025-12-312026-01-29

FANG DIAMONDBACK ENERGY INC301 shares40.00%2025-12-312026-01-29

CRH PLC CRH PLC361 shares3.14%2025-12-312026-01-29

SAP SAP SE185 shares12.80%2025-12-312026-01-29

PFF ISHARES TR1.4K sharesnew addition2025-12-312026-01-29

BABA ALIBABA GROUP HLDG LTD304 shares-3.80%2025-12-312026-01-29

Sponsored

AHR AMERICAN HEALTHCARE REIT INC943 shares0.75%2025-12-312026-01-29

HDB HDFC BANK LTD1.2K shares-22.49%2025-12-312026-01-29

TRU TRANSUNION506 shares16.06%2025-12-312026-01-29

O REALTY INCOME CORP764 shares-18.64%2025-12-312026-01-29

BP BP PLC1.2K shares7.75%2025-12-312026-01-29

VCR VANGUARD WORLD FD105 shares0.00%2025-12-312026-01-29

BIV VANGUARD BD INDEX FDS518 shares0.00%2025-12-312026-01-29

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST2.1K sharesnew addition2025-12-312026-01-29

Sponsored

WDC WESTERN DIGITAL CORP233 shares-30.65%2025-12-312026-01-29

MFIC MIDCAP FINANCIAL INVSTMNT CO3.5K shares0.00%2025-12-312026-01-29

NET CLOUDFLARE INC202 shares69.75%2025-12-312026-01-29

XJR ISHARES TR929 shares-7.84%2025-12-312026-01-29

JCI JOHNSON CTLS INTL PLC326 shares2.19%2025-12-312026-01-29

ARISTA NETWORKS INC ARISTA NETWORKS INC297 shares-27.56%2025-12-312026-01-29

NDAQ NASDAQ INC400 shares-1.48%2025-12-312026-01-29

KR KROGER CO620 shares16.32%2025-12-312026-01-29

Sponsored

GSIE GOLDMAN SACHS ETF TR902 shares0.00%2025-12-312026-01-29

MPC MARATHON PETE CORP237 shares-0.84%2025-12-312026-01-29

ROAD CONSTRUCTION PARTNERS INC354 shares0.00%2025-12-312026-01-29

VTES VANGUARD WELLINGTON FD377 shares0.00%2025-12-312026-01-29

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC262 shares57.83%2025-12-312026-01-29

DY DYCOM INDS INC112 shares0.90%2025-12-312026-01-29

FXR FIRST TR EXCHANGE TRADED FD473 shares0.00%2025-12-312026-01-29

ROM PROSHARES TR400 shares0.00%2025-12-312026-01-29

Sponsored

IWR ISHARES TR391 shares0.26%2025-12-312026-01-29

SONY SONY GROUP CORP1.5K shares5.24%2025-12-312026-01-29

CRBN ISHARES TR161 shares1.26%2025-12-312026-01-29

VLO VALERO ENERGY CORP226 shares7.11%2025-12-312026-01-29

XLI SELECT SECTOR SPDR TR237 shares0.00%2025-12-312026-01-29

VVV VALVOLINE INC1.3K shares0.00%2025-12-312026-01-29

COIN COINBASE GLOBAL INC162 shares-12.90%2025-12-312026-01-29

IDA IDACORP INC289 shares3.58%2025-12-312026-01-29

Sponsored

QYLD GLOBAL X FDS2.0K shares0.00%2025-12-312026-01-29

HLI HOULIHAN LOKEY INC207 shares-2.36%2025-12-312026-01-29

YUMC YUM CHINA HLDGS INC751 shares1.62%2025-12-312026-01-29

APLD APPLIED DIGITAL CORP1.5K sharesnew addition2025-12-312026-01-29

LCTU BLACKROCK ETF TRUST477 shares-2.85%2025-12-312026-01-29

VDE VANGUARD WORLD FD280 shares0.00%2025-12-312026-01-29

VFMV VANGUARD WELLINGTON FD270 shares0.00%2025-12-312026-01-29

EOG EOG RES INC335 shares103.03%2025-12-312026-01-29

Sponsored

MTB M & T BK CORP174 shares97.73%2025-12-312026-01-29

PBA PEMBINA PIPELINE CORP920 shares0.00%2025-12-312026-01-29

SCHE SCHWAB STRATEGIC TR1.1K shares0.00%2025-12-312026-01-29

NSC NORFOLK SOUTHN CORP121 shares-8.33%2025-12-312026-01-29

FXH FIRST TR EXCHANGE TRADED FD306 shares0.00%2025-12-312026-01-29

CW CURTISS WRIGHT CORP63 shares1.61%2025-12-312026-01-29

PANW PALO ALTO NETWORKS INC188 shares-37.75%2025-12-312026-01-29

EEMA ISHARES INC365 shares1.11%2025-12-312026-01-29

Sponsored

MET METLIFE INC435 shares-33.69%2025-12-312026-01-29

AFL AFLAC INC311 shares-23.59%2025-12-312026-01-29

GM GENERAL MTRS CO421 shares8.79%2025-12-312026-01-29

SMH VANECK ETF TRUST94 shares0.00%2025-12-312026-01-29

IQV IQVIA HLDGS INC149 shares3.47%2025-12-312026-01-29

NEM NEWMONT CORP334 shares8.44%2025-12-312026-01-29

ROST ROSS STORES INC185 shares24.16%2025-12-312026-01-29

VST VISTRA CORP206 shares4.04%2025-12-312026-01-29

Sponsored

IXJ ISHARES TR338 shares0.60%2025-12-312026-01-29

IYK ISHARES TR491 shares0.61%2025-12-312026-01-29

CTVA CORTEVA INC489 shares-1.81%2025-12-312026-01-29

A AGILENT TECHNOLOGIES INC239 shares1.27%2025-12-312026-01-29

DE DEERE & CO69 shares9.52%2025-12-312026-01-29

SPEM SPDR INDEX SHS FDS685 shares1.78%2025-12-312026-01-29

ATI ATI INC278 shares0.00%2025-12-312026-01-29

CPB THE CAMPBELLS COMPANY1.1K shares-1.47%2025-12-312026-01-29

Sponsored

RMOP TIDAL TRUST III1.3K shares0.00%2025-12-312026-01-29

AA ALCOA CORP589 shares0.17%2025-12-312026-01-29

SNOW SNOWFLAKE INC142 shares56.04%2025-12-312026-01-29

RBC RBC BEARINGS INC69 shares0.00%2025-12-312026-01-29

VPU VANGUARD WORLD FD167 sharesnew addition2025-12-312026-01-29

HOOD ROBINHOOD MKTS INC273 shares6.23%2025-12-312026-01-29

XLP SELECT SECTOR SPDR TR396 shares1.02%2025-12-312026-01-29

GPIX GOLDMAN SACHS ETF TR580 sharesnew addition2025-12-312026-01-29

Sponsored

HYXF ISHARES TR642 shares-8.15%2025-12-312026-01-29

TIP ISHARES TR276 shares0.00%2025-12-312026-01-29

PBP INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2025-12-312026-01-29

TM TOYOTA MOTOR CORP141 shares11.90%2025-12-312026-01-29

BND VANGUARD BD INDEX FDS407 shares0.25%2025-12-312026-01-29

XHB SPDR SERIES TRUST290 shares0.00%2025-12-312026-01-29

AWI ARMSTRONG WORLD INDS INC NEW156 shares-1.89%2025-12-312026-01-29

FOXA FOX CORP406 shares-14.16%2025-12-312026-01-29

Sponsored

ROL ROLLINS INC494 shares22.89%2025-12-312026-01-29

MOAT VANECK ETF TRUST284 shares1.07%2025-12-312026-01-29

SGOV ISHARES TR290 shares0.00%2025-12-312026-01-29

ARKQ ARK ETF TR251 shares0.00%2025-12-312026-01-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available