The Analysis of Premier Path Wealth Partners, LLC's Holdings
Currently, Premier Path Wealth Partners, LLC holds 394 types of securities in its portfolio with a total value $774.4M. In the most recent quarter, they have increased their positions in XLK (+90.8K shares, valued at $13.1M), XLY (+39.1K shares, valued at $4.7M), ACWX (+64.1K shares, valued at $4.3M); decreased their positions in SPY (-220.0K shares, valued at $150.0M), IVV (-3.2K shares, valued at $2.2M), N/A (-3.5K shares, valued at $2.2M); initiated new positions in VO (+1.8K shares, valued at $509.9K), REGN (+537 shares, valued at $414.3K), N/A (+2.8K shares, valued at $347.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC152.3K shares6.78%2025-12-312026-01-22
XLK SELECT SECTOR SPDR TR204.7K shares79.80%2025-12-312026-01-22 NVDA NVIDIA CORPORATION149.9K shares3.97%2025-12-312026-01-22 MSFT MICROSOFT CORP54.2K shares0.23%2025-12-312026-01-22 ACWX ISHARES TR270.6K shares31.03%2025-12-312026-01-22 AMZN AMAZON COM INC69.7K shares12.31%2025-12-312026-01-22 ALPHABET INC ALPHABET INC47.0K shares5.65%2025-12-312026-01-22 XLF SELECT SECTOR SPDR TR239.9K shares-6.37%2025-12-312026-01-22 DGRO ISHARES TR161.5K shares-6.56%2025-12-312026-01-22 USIG ISHARES TR216.3K shares-7.31%2025-12-312026-01-22 ALPHABET INC ALPHABET INC34.8K shares2.12%2025-12-312026-01-22 QUAL ISHARES TR52.9K shares-7.65%2025-12-312026-01-22 META META PLATFORMS INC15.5K shares-0.84%2025-12-312026-01-22 XLY SELECT SECTOR SPDR TR84.9K shares85.46%2025-12-312026-01-22 XLC SELECT SECTOR SPDR TR82.2K shares-6.92%2025-12-312026-01-22 XLV SELECT SECTOR SPDR TR62.3K shares-10.24%2025-12-312026-01-22 SHY ISHARES TR115.6K shares-5.66%2025-12-312026-01-22 IDEV ISHARES TR115.0K shares-6.02%2025-12-312026-01-22 IEF ISHARES TR94.6K shares6.42%2025-12-312026-01-22 IEI ISHARES TR71.4K shares3.76%2025-12-312026-01-22 JPM JPMORGAN CHASE & CO26.4K shares2.42%2025-12-312026-01-22 TSLA TESLA INC18.6K shares6.71%2025-12-312026-01-22 XLI SELECT SECTOR SPDR TR53.8K shares-6.23%2025-12-312026-01-22 IJR ISHARES TR68.0K shares-5.99%2025-12-312026-01-22 LLY ELI LILLY & CO6.5K shares5.98%2025-12-312026-01-22 DFAI DIMENSIONAL ETF TRUST172.4K shares-6.36%2025-12-312026-01-22 MUB ISHARES TR60.9K shares22.22%2025-12-312026-01-22 AVLV AMERICAN CENTY ETF TR82.5K shares-7.88%2025-12-312026-01-22 VMBS VANGUARD SCOTTSDALE FDS132.1K shares-7.85%2025-12-312026-01-22 DBND DOUBLELINE ETF TRUST133.9K shares-7.04%2025-12-312026-01-22 IQDG WISDOMTREE TR149.0K shares-5.66%2025-12-312026-01-22 TLH ISHARES TR60.4K shares-8.87%2025-12-312026-01-22 SHV ISHARES TR45.9K shares45.26%2025-12-312026-01-22 XLP SELECT SECTOR SPDR TR61.9K shares-6.55%2025-12-312026-01-22 V VISA INC13.3K shares14.78%2025-12-312026-01-22 XOM EXXON MOBIL CORP36.7K shares2.54%2025-12-312026-01-22 IWD ISHARES TR20.7K shares25.74%2025-12-312026-01-22 JNJ JOHNSON & JOHNSON18.6K shares6.54%2025-12-312026-01-22 WMT WALMART INC34.6K shares18.16%2025-12-312026-01-22 IWF ISHARES TR7.8K shares-1.83%2025-12-312026-01-22 OUSM ALPS ETF TR82.1K shares-3.70%2025-12-312026-01-22 AVUV AMERICAN CENTY ETF TR35.1K shares-6.56%2025-12-312026-01-22 RTX RAYTHEON TECHNOLOGIES CORP19.2K shares-6.94%2025-12-312026-01-22 NFLX NETFLIX INC37.0K shares928.51%2025-12-312026-01-22 PLTR PALANTIR TECHNOLOGIES INC18.9K shares4.61%2025-12-312026-01-22 IVV ISHARES TR4.8K shares-39.82%2025-12-312026-01-22 BK BANK NEW YORK MELLON CORP28.0K shares16.83%2025-12-312026-01-22 XLE SELECT SECTOR SPDR TR72.5K shares88.17%2025-12-312026-01-22 XSOE WISDOMTREE TR82.5K shares-7.82%2025-12-312026-01-22 MA MASTERCARD INCORPORATED5.6K shares8.23%2025-12-312026-01-22 COST COSTCO WHSL CORP NEW3.6K shares3.62%2025-12-312026-01-22 BAC BANK AMERICA CORP56.0K shares18.09%2025-12-312026-01-22 EDIV SPDR INDEX SHS FDS77.9K shares-2.93%2025-12-312026-01-22 QEMM SPDR INDEX SHS FDS45.4K shares-3.61%2025-12-312026-01-22 IJH ISHARES TR45.2K shares-4.15%2025-12-312026-01-22 HD HOME DEPOT INC8.2K shares-1.87%2025-12-312026-01-22 SMLF ISHARES TR37.5K shares-4.89%2025-12-312026-01-22 ABBV ABBVIE INC11.8K shares4.25%2025-12-312026-01-22 AGG ISHARES TR26.7K shares140.05%2025-12-312026-01-22 REGL PROSHARES TR31.6K shares-3.82%2025-12-312026-01-22 WFC WELLS FARGO CO NEW28.3K shares10.60%2025-12-312026-01-22 XSVM INVESCO EXCHANGE TRADED FD T45.7K shares-5.42%2025-12-312026-01-22 AVMV AMERICAN CENTY ETF TR36.6K shares-5.47%2025-12-312026-01-22 VTEB VANGUARD MUN BD FDS51.7K shares6.68%2025-12-312026-01-22 LMT LOCKHEED MARTIN CORP5.4K shares0.62%2025-12-312026-01-22 CALF PACER FDS TR56.5K shares-6.80%2025-12-312026-01-22 TMO THERMO FISHER SCIENTIFIC INC4.3K shares-5.38%2025-12-312026-01-22 CRM SALESFORCE INC9.4K shares-5.35%2025-12-312026-01-22 VGT VANGUARD WORLD FDS3.3K shares-33.16%2025-12-312026-01-22 DIS DISNEY WALT CO21.0K shares-0.14%2025-12-312026-01-22 TJX TJX COS INC NEW15.5K shares5.38%2025-12-312026-01-22 USB US BANCORP DEL44.3K shares4.18%2025-12-312026-01-22 GS GOLDMAN SACHS GROUP INC2.5K shares13.34%2025-12-312026-01-22 XLU SELECT SECTOR SPDR TR51.7K shares86.23%2025-12-312026-01-22 WBD WARNER BROS DISCOVERY INC75.4K shares-14.69%2025-12-312026-01-22 CVX CHEVRON CORP NEW14.1K shares-8.52%2025-12-312026-01-22 AXP AMERICAN EXPRESS CO5.7K shares3.12%2025-12-312026-01-22 PH PARKER-HANNIFIN CORP2.3K shares15.50%2025-12-312026-01-22 CITIGROUP INC CITIGROUP INC17.6K shares11.27%2025-12-312026-01-22 CSCO CISCO SYS INC25.9K shares9.11%2025-12-312026-01-22 IBM INTERNATIONAL BUSINESS MACHS6.7K shares7.97%2025-12-312026-01-22 MS MORGAN STANLEY10.9K shares7.64%2025-12-312026-01-22 CAT CATERPILLAR INC3.3K shares6.97%2025-12-312026-01-22 CVS CVS HEALTH CORP23.7K shares-9.56%2025-12-312026-01-22 XLRE SELECT SECTOR SPDR TR46.3K shares-4.53%2025-12-312026-01-22 BA BOEING CO8.5K shares-7.98%2025-12-312026-01-22 COF CAPITAL ONE FINL CORP7.4K shares4.96%2025-12-312026-01-22 NEE NEXTERA ENERGY INC22.3K shares-2.39%2025-12-312026-01-22 LOW LOWES COS INC7.3K shares3.94%2025-12-312026-01-22 PFE PFIZER INC68.4K shares-6.74%2025-12-312026-01-22 VZ VERIZON COMMUNICATIONS INC41.6K shares-7.35%2025-12-312026-01-22 XLB SELECT SECTOR SPDR TR36.7K shares88.46%2025-12-312026-01-22 BMY BRISTOL-MYERS SQUIBB CO30.6K shares-7.75%2025-12-312026-01-22 ISRG INTUITIVE SURGICAL INC2.9K shares1.87%2025-12-312026-01-22 GILD GILEAD SCIENCES INC13.3K shares19.79%2025-12-312026-01-22 MEDTRONIC PLC MEDTRONIC PLC16.6K shares-6.38%2025-12-312026-01-22 INTU INTUIT2.4K shares5.04%2025-12-312026-01-22 UNH UNITEDHEALTH GROUP INC4.8K shares35.94%2025-12-312026-01-22 SGOV ISHARES TR15.6K shares0.00%2025-12-312026-01-22 AMD ADVANCED MICRO DEVICES INC7.3K shares28.70%2025-12-312026-01-22 AMGN AMGEN INC4.7K shares0.04%2025-12-312026-01-22 ORCL ORACLE CORP7.9K shares0.61%2025-12-312026-01-22 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-22 MCD MCDONALDS CORP4.8K shares-0.70%2025-12-312026-01-22 AMAT APPLIED MATLS INC5.7K shares1.90%2025-12-312026-01-22 NUE NUCOR CORP8.8K shares-19.61%2025-12-312026-01-22 DE DEERE & CO3.1K shares-3.51%2025-12-312026-01-22 TSM TAIWAN SEMICONDUCTOR MFG LTD4.6K shares-18.20%2025-12-312026-01-22 ADBE ADOBE INC4.0K shares-11.82%2025-12-312026-01-22 NOW SERVICENOW INC9.1K shares403.05%2025-12-312026-01-22 NKE NIKE INC21.3K shares-18.64%2025-12-312026-01-22 BKNG BOOKING HOLDINGS INC252 shares22.33%2025-12-312026-01-22 T AT&T INC53.8K shares-2.64%2025-12-312026-01-22 MU MICRON TECHNOLOGY INC4.5K shares7.40%2025-12-312026-01-22 PEP PEPSICO INC9.0K shares12.98%2025-12-312026-01-22 CMCSA COMCAST CORP NEW41.9K shares-27.60%2025-12-312026-01-22 PM PHILIP MORRIS INTL INC7.8K shares10.29%2025-12-312026-01-22 GEV GE VERNOVA INC1.9K shares8.12%2025-12-312026-01-22 PANW PALO ALTO NETWORKS INC6.5K shares3.86%2025-12-312026-01-22 ASML ASML HOLDING N V1.1K shares-23.10%2025-12-312026-01-22 EFX EQUIFAX INC5.3K shares-8.12%2025-12-312026-01-22 UBER UBER TECHNOLOGIES INC14.0K shares1.32%2025-12-312026-01-22 WMB WILLIAMS COS INC19.0K shares1.03%2025-12-312026-01-22 SHM SPDR SER TR23.7K shares-11.14%2025-12-312026-01-22 SUB ISHARES TR10.6K shares-12.51%2025-12-312026-01-22 MCHP MICROCHIP TECHNOLOGY INC.17.8K shares-12.72%2025-12-312026-01-22 KMI KINDER MORGAN INC DEL41.2K shares-1.44%2025-12-312026-01-22 GSK PLC GSK PLC23.1K shares-24.72%2025-12-312026-01-22 SPGI S&P GLOBAL INC2.2K shares-8.03%2025-12-312026-01-22 SCHW SCHWAB CHARLES CORP11.2K shares23.85%2025-12-312026-01-22 PEG PUBLIC SVC ENTERPRISE GRP IN13.9K shares2.16%2025-12-312026-01-22 EL LAUDER ESTEE COS INC10.6K shares-24.09%2025-12-312026-01-22 BDX BECTON DICKINSON & CO5.6K shares-22.04%2025-12-312026-01-22 PNC PNC FINL SVCS GROUP INC5.2K shares19.25%2025-12-312026-01-22 HON HONEYWELL INTL INC5.5K shares-0.16%2025-12-312026-01-22 BUD ANHEUSER BUSCH INBEV SA/NV16.7K shares-17.49%2025-12-312026-01-22 APH AMPHENOL CORP NEW7.9K shares9.11%2025-12-312026-01-22 INTC INTEL CORP28.8K shares18.14%2025-12-312026-01-22 SMMU PIMCO ETF TR21.0K shares-12.27%2025-12-312026-01-22 LINDE PLC LINDE PLC2.5K shares-18.54%2025-12-312026-01-22 APD AIR PRODS & CHEMS INC4.2K shares-13.13%2025-12-312026-01-22 AKAM AKAMAI TECHNOLOGIES INC11.8K shares-21.72%2025-12-312026-01-22 PG PROCTER AND GAMBLE CO7.2K shares-13.79%2025-12-312026-01-22 ORLY OREILLY AUTOMOTIVE INC11.2K shares-3.86%2025-12-312026-01-22 KO COCA COLA CO14.4K shares-2.47%2025-12-312026-01-22 BIIB BIOGEN INC5.7K shares-36.64%2025-12-312026-01-22 AEP AMERICAN ELEC PWR CO INC8.7K shares0.25%2025-12-312026-01-22 NEM NEWMONT CORP10.0K shares12.22%2025-12-312026-01-22 ABT ABBOTT LABS7.9K shares-7.11%2025-12-312026-01-22 TROW PRICE T ROWE GROUP INC9.4K shares-23.53%2025-12-312026-01-22 FI FISERV INC14.3K shares27.69%2025-12-312026-01-22 MMM 3M CO5.9K shares3.16%2025-12-312026-01-22 APP APPLOVIN CORP1.4K shares44.96%2025-12-312026-01-22 IFF INTERNATIONAL FLAVORS&FRAGRA13.7K shares-30.98%2025-12-312026-01-22 UNP UNION PAC CORP4.0K shares4.52%2025-12-312026-01-22 CB CHUBB LIMITED2.9K shares-3.17%2025-12-312026-01-22 DHI D R HORTON INC6.3K shares-0.13%2025-12-312026-01-22 HCA HCA HEALTHCARE INC2.0K shares9.10%2025-12-312026-01-22 PLD PROLOGIC INC.7.0K shares30.25%2025-12-312026-01-22 QCOM QUALCOMM INC5.2K shares10.20%2025-12-312026-01-22 TT TRANE TECHNOLOGIES PLC2.3K shares0.44%2025-12-312026-01-22 PGR PROGRESSIVE CORP3.9K shares-2.48%2025-12-312026-01-22 STZ CONSTELLATION BRANDS INC6.4K shares-26.46%2025-12-312026-01-22 WELL WELLTOWER INC4.6K shares1.47%2025-12-312026-01-22 VFH VANGUARD WORLD FDS6.3K shares-0.69%2025-12-312026-01-22 GM GENERAL MTRS CO10.3K shares11.62%2025-12-312026-01-22 BSX BOSTON SCIENTIFIC CORP8.7K shares-4.18%2025-12-312026-01-22 KMX CARMAX INC21.5K shares2.93%2025-12-312026-01-22 CEG CONSTELLATION ENERGY CORP2.3K shares-0.72%2025-12-312026-01-22 EMR EMERSON ELEC CO6.2K shares-5.14%2025-12-312026-01-22 HOOD ROBINHOOD MKTS INC7.3K shares7.64%2025-12-312026-01-22 ECL ECOLAB INC3.1K shares8.31%2025-12-312026-01-22 VRTX VERTEX PHARMACEUTICALS INC1.8K shares6.98%2025-12-312026-01-22 KKR & CO INC KKR & CO INC6.4K shares5.62%2025-12-312026-01-22 CMI CUMMINS INC1.6K shares6.25%2025-12-312026-01-22 ICE INTERCONTINENTAL EXCHANGE INC5.0K shares-10.73%2025-12-312026-01-22 BAX BAXTER INTL INC42.4K shares-17.81%2025-12-312026-01-22 CAG CONAGRA BRANDS INC46.6K shares-27.40%2025-12-312026-01-22 CTVA CORTEVA INC12.0K shares9.66%2025-12-312026-01-22 BF.B BROWN FORMAN CORP30.7K shares-28.42%2025-12-312026-01-22 LEGH LEGACY HOUSING CORP40.9K shares0.00%2025-12-312026-01-22 KHC KRAFT HEINZ CO32.9K shares-27.23%2025-12-312026-01-22 ZBH ZIMMER BIOMET HOLDINGS INC8.7K shares-27.56%2025-12-312026-01-22 CRWD CROWDSTRIKE HLDGS INC1.7K shares13.05%2025-12-312026-01-22 URI UNITED RENTALS INC949 shares7.35%2025-12-312026-01-22 DEO DIAGEO PLC8.9K shares-26.34%2025-12-312026-01-22 ADP AUTOMATIC DATA PROCESSING IN3.0K shares-21.16%2025-12-312026-01-22 CPB CAMPBELL SOUP CO26.9K shares-27.09%2025-12-312026-01-22 HLT HILTON WORLDWIDE HLDGS INC2.5K shares-1.01%2025-12-312026-01-22 RCL ROYAL CARIBBEAN GROUP2.6K shares5.41%2025-12-312026-01-22 EFAV ISHARES TR8.4K shares-1.90%2025-12-312026-01-22 IWO ISHARES TR2.2K shares0.00%2025-12-312026-01-22 TXN TEXAS INSTRS INC4.1K shares-8.65%2025-12-312026-01-22 TFC TRUIST FINL CORP14.2K shares3.77%2025-12-312026-01-22 ADSK AUTODESK INC2.4K shares29.84%2025-12-312026-01-22 TDG TRANSDIGM GROUP INC521 shares11.09%2025-12-312026-01-22 KLAC KLA CORP569 shares9.85%2025-12-312026-01-22 TMUS T-MOBILE US INC3.4K shares-5.94%2025-12-312026-01-22 TRV TRAVELERS COMPANIES INC2.4K shares29.29%2025-12-312026-01-22 MO ALTRIA GROUP INC11.8K shares10.63%2025-12-312026-01-22 MSI MOTOROLA SOLUTIONS INC1.7K shares5.93%2025-12-312026-01-22 CPRT COPART INC16.9K shares11.91%2025-12-312026-01-22 ADI ANALOG DEVICES INC2.4K shares-22.55%2025-12-312026-01-22 HWM HOWMET AEROSPACE INC3.2K shares3.32%2025-12-312026-01-22 COP CONOCOPHILLIPS7.0K shares-2.78%2025-12-312026-01-22 AMP AMERIPRISE FINL INC1.3K shares-0.97%2025-12-312026-01-22 CSX CSX CORP17.7K shares10.06%2025-12-312026-01-22 SPG SIMON PPTY GROUP INC NEW3.4K shares6.10%2025-12-312026-01-22 GWW GRAINGER W W INC630 shares-13.93%2025-12-312026-01-22 HEI.A HEICO CORP NEW2.5K shares-10.03%2025-12-312026-01-22 MELI MERCADOLIBRE INC315 shares-0.32%2025-12-312026-01-22 SYK STRYKER CORPORATION1.8K shares2.50%2025-12-312026-01-22 CTAS CINTAS CORP3.3K shares9.13%2025-12-312026-01-22 LQD ISHARES TR5.6K shares154.16%2025-12-312026-01-22 SPY SPDR S&P 500 ETF TR912 shares-99.59%2025-12-312026-01-22 IGSB ISHARES TR11.7K shares126.58%2025-12-312026-01-22 NOC NORTHROP GRUMMAN CORP1.1K shares0.56%2025-12-312026-01-22 ITW ILLINOIS TOOL WKS INC2.5K shares0.00%2025-12-312026-01-22 ALL ALLSTATE CORP2.9K shares14.07%2025-12-312026-01-22 PSX PHILLIPS 664.6K shares-18.52%2025-12-312026-01-22 DASH DOORDASH INC2.6K shares7.95%2025-12-312026-01-22 ETR ENTERGY CORP NEW6.2K shares0.34%2025-12-312026-01-22 CBRE CBRE GROUP INC3.6K shares5.56%2025-12-312026-01-22 DHR DANAHER CORPORATION2.5K shares57.64%2025-12-312026-01-22 MLM MARTIN MARIETTA MATLS INC902 shares2.50%2025-12-312026-01-22 JCI JOHNSON CTLS INTL PLC4.6K shares21.28%2025-12-312026-01-22 SYF SYNCHRONY FINANCIAL6.5K shares14.34%2025-12-312026-01-22 MCO MOODYS CORP1.1K shares34.56%2025-12-312026-01-22 SHW SHERWIN WILLIAMS CO1.6K shares-13.00%2025-12-312026-01-22 PWR QUANTA SVCS INC1.3K shares12.35%2025-12-312026-01-22 D DOMINION ENERGY INC8.9K shares0.79%2025-12-312026-01-22 NET CLOUDFLARE INC2.6K shares4.83%2025-12-312026-01-22 F FORD MTR CO DEL39.8K shares20.99%2025-12-312026-01-22 MCK MCKESSON CORP635 shares29.07%2025-12-312026-01-22 VO VANGUARD INDEX FDS1.8K sharesnew addition2025-12-312026-01-22 SMH VANECK ETF TRUST1.4K shares-58.47%2025-12-312026-01-22 CENCORA INC CENCORA INC1.5K shares7.15%2025-12-312026-01-22 MET METLIFE INC6.4K shares4.83%2025-12-312026-01-22 AMT AMERICAN TOWER CORP NEW2.8K shares-26.86%2025-12-312026-01-22 ARES ARES MANAGEMENT CORPORATION3.0K shares-1.57%2025-12-312026-01-22 GLW CORNING INC5.5K shares11.16%2025-12-312026-01-22 ZTS ZOETIS INC3.8K shares-24.20%2025-12-312026-01-22 FAST FASTENAL CO11.8K shares3.66%2025-12-312026-01-22 DLR DIGITAL RLTY TR INC3.1K shares-0.91%2025-12-312026-01-22 MMC MARSH & MCLENNAN COS INC2.5K shares-1.10%2025-12-312026-01-22 AIG AMERICAN INTL GROUP INC5.5K shares2.98%2025-12-312026-01-22 CME CME GROUP INC1.7K shares4.49%2025-12-312026-01-22 VEEV VEEVA SYS INC2.0K shares2.18%2025-12-312026-01-22 LHX L3HARRIS TECHNOLOGIES INC1.5K shares-18.01%2025-12-312026-01-22 STT STATE STR CORP3.5K shares18.05%2025-12-312026-01-22 IUSV ISHARES TR4.3K shares0.00%2025-12-312026-01-22 IUSG ISHARES TR2.6K shares0.00%2025-12-312026-01-22 MNST MONSTER BEVERAGE CORP NEW5.7K shares8.23%2025-12-312026-01-22 MAR MARRIOTT INTL INC NEW1.4K shares7.71%2025-12-312026-01-22 VYM VANGUARD WHITEHALL FDS3.0K shares-1.80%2025-12-312026-01-22 ROST ROSS STORES INC2.4K shares15.28%2025-12-312026-01-22 PKE PARK AEROSPACE CORP19.9K shares-1.83%2025-12-312026-01-22 PCAR PACCAR INC3.9K shares6.31%2025-12-312026-01-22 EQIX EQUINIX INC551 shares5.56%2025-12-312026-01-22 REGN REGENERON PHARMACEUTICALS537 sharesnew addition2025-12-312026-01-22 PFG PRINCIPAL FINANCIAL GROUP IN4.7K shares-3.00%2025-12-312026-01-22 SNOW SNOWFLAKE INC1.8K shares18.07%2025-12-312026-01-22 IWN ISHARES TR2.2K shares-0.85%2025-12-312026-01-22 FITB FIFTH THIRD BANCORP8.6K shares-1.03%2025-12-312026-01-22 COIN COINBASE GLOBAL INC1.7K shares3.37%2025-12-312026-01-22 EFA ISHARES TR4.0K shares6.09%2025-12-312026-01-22 SO SOUTHERN CO4.4K shares6.12%2025-12-312026-01-22 XYL XYLEM INC2.8K shares-0.53%2025-12-312026-01-22 MINO PIMCO ETF TR8.4K shares-12.65%2025-12-312026-01-22 LEN LENNAR CORP3.7K shares-1.49%2025-12-312026-01-22 CAH CARDINAL HEALTH INC1.8K shares7.60%2025-12-312026-01-22 MTB M & T BK CORP1.9K shares-2.57%2025-12-312026-01-22 LNG CHENIERE ENERGY INC1.9K shares-15.64%2025-12-312026-01-22 SBUX STARBUCKS CORP4.4K shares-18.87%2025-12-312026-01-22 FCX FREEPORT-MCMORAN INC7.3K shares32.47%2025-12-312026-01-22 EBAY EBAY INC.4.3K shares-1.32%2025-12-312026-01-22 O REALTY INCOME CORP6.6K shares7.22%2025-12-312026-01-22 PRU PRUDENTIAL FINL INC3.3K shares6.28%2025-12-312026-01-22 HIG HARTFORD FINL SVCS GROUP INC2.7K shares17.99%2025-12-312026-01-22 VTI VANGUARD INDEX FDS1.1K shares-81.61%2025-12-312026-01-22 FDX FEDEX CORP1.3K shares10.38%2025-12-312026-01-22 SLB SCHLUMBERGER LTD9.4K shares24.80%2025-12-312026-01-22 IBKR INTERACTIVE BROKERS GROUP IN5.6K shares0.00%2025-12-312026-01-22 CL COLGATE PALMOLIVE CO4.5K shares66.90%2025-12-312026-01-22 PYPL PAYPAL HLDGS INC6.0K shares-14.14%2025-12-312026-01-22 OKE ONEOK INC NEW4.8K shares-8.81%2025-12-312026-01-22 VMC VULCAN MATLS CO1.2K shares12.64%2025-12-312026-01-22 XYZ BLOCK INC5.3K shares-17.43%2025-12-312026-01-22 CRH PLC CRH PLC2.8K sharesnew addition2025-12-312026-01-22 WAB WABTEC1.6K shares0.25%2025-12-312026-01-22 IDXX IDEXX LABS INC512 shares16.36%2025-12-312026-01-22 IQV IQVIA HLDGS INC1.5K sharesnew addition2025-12-312026-01-22 SYY SYSCO CORP4.6K shares-19.32%2025-12-312026-01-22 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.3K shares9.52%2025-12-312026-01-22 VB VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-22 RMD RESMED INC1.4K shares-6.57%2025-12-312026-01-22 NSC NORFOLK SOUTHN CORP1.1K shares7.26%2025-12-312026-01-22 VLO VALERO ENERGY CORP2.0K shares6.26%2025-12-312026-01-22 TRGP TARGA RES CORP1.7K shares-10.04%2025-12-312026-01-22 EW EDWARDS LIFESCIENCES CORP3.7K shares-11.35%2025-12-312026-01-22 AZO AUTOZONE INC93 shares60.34%2025-12-312026-01-22 KR KROGER CO5.0K shares-1.71%2025-12-312026-01-22 SPDW SPDR INDEX SHS FDS7.0K shares0.74%2025-12-312026-01-22 NDAQ NASDAQ INC3.2K shares18.97%2025-12-312026-01-22 MPC MARATHON PETE CORP1.9K shares6.54%2025-12-312026-01-22 PSA PUBLIC STORAGE1.2K shares-0.34%2025-12-312026-01-22 BKR BAKER HUGHES COMPANY6.6K shares8.95%2025-12-312026-01-22 ELV ELEVANCE HEALTH INC849 shares28.64%2025-12-312026-01-22 CDNS CADENCE DESIGN SYSTEM INC950 shares2.93%2025-12-312026-01-22 RBLX ROBLOX CORP3.6K shares-8.09%2025-12-312026-01-22 NXPI NXP SEMICONDUCTORS N V1.3K shares30.41%2025-12-312026-01-22 VXUS VANGUARD STAR FDS3.8K sharesnew addition2025-12-312026-01-22 ROK ROCKWELL AUTOMATION INC743 sharesnew addition2025-12-312026-01-22 OBDC BLUE OWL CAPITAL CORPORATION23.2K shares0.00%2025-12-312026-01-22 ATO ATMOS ENERGY CORP1.7K shares0.70%2025-12-312026-01-22 CTSH COGNIZANT TECHNOLOGY SOLUTIO3.4K sharesnew addition2025-12-312026-01-22 SHYM BLACKROCK ETF TRUST II12.6K shares-34.24%2025-12-312026-01-22 WM WASTE MGMT INC DEL1.3K shares8.41%2025-12-312026-01-22 SOFI SOFI TECHNOLOGIES INC10.5K sharesnew addition2025-12-312026-01-22 MSCI MSCI INC476 shares22.68%2025-12-312026-01-22 DOV DOVER CORP1.4K shares-3.14%2025-12-312026-01-22 AFL AFLAC INC2.4K shares-17.40%2025-12-312026-01-22 XEL XCEL ENERGY INC3.6K shares5.60%2025-12-312026-01-22 VTR VENTAS INC3.4K shares8.47%2025-12-312026-01-22 CVNA CARVANA CO625 shares-2.65%2025-12-312026-01-22 COHERENT CORP COHERENT CORP1.4K sharesnew addition2025-12-312026-01-22 SRE SEMPRA3.0K shares19.87%2025-12-312026-01-22 VICI VICI PPTYS INC9.4K shares-26.03%2025-12-312026-01-22 ROIV ROIVANT SCIENCES LTD12.0K shares0.00%2025-12-312026-01-22 CALUMET INC CALUMET INC12.9K shares0.00%2025-12-312026-01-22 TGT TARGET CORP2.6K shares-11.50%2025-12-312026-01-22 PAYX PAYCHEX INC2.2K shares-42.52%2025-12-312026-01-22 DAL DELTA AIR LINES INC DEL3.6K sharesnew addition2025-12-312026-01-22 TD TORONTO DOMINION BK ONT2.6K shares-1.27%2025-12-312026-01-22 KTOS KRATOS DEFENSE & SEC SOLUTIO3.3K shares0.00%2025-12-312026-01-22 AXON AXON ENTERPRISE INC435 shares-3.55%2025-12-312026-01-22 SDY SPDR SER TR1.8K shares-1.50%2025-12-312026-01-22 SKYY FIRST TR EXCHANGE TRADED FD1.9K shares-0.21%2025-12-312026-01-22 AMLX AMYLYX PHARMACEUTICALS INC20.3K shares0.00%2025-12-312026-01-22 WDAY WORKDAY INC1.1K shares-4.33%2025-12-312026-01-22 ALNY ALNYLAM PHARMACEUTICALS INC596 shares18.25%2025-12-312026-01-22 ALPS ETF TR ALPS ETF TR5.0K shares-9.89%2025-12-312026-01-22 EXR EXTRA SPACE STORAGE INC1.8K sharesnew addition2025-12-312026-01-22 ES EVERSOURCE ENERGY3.5K sharesnew addition2025-12-312026-01-22 GRMN GARMIN LTD1.2K shares0.00%2025-12-312026-01-22 RACE FERRARI N V633 shares9.52%2025-12-312026-01-22 PHM PULTE GROUP INC2.0K shares5.45%2025-12-312026-01-22 IRM IRON MTN INC DEL2.8K shares-1.54%2025-12-312026-01-22 NRG NRG ENERGY INC1.5K shares0.27%2025-12-312026-01-22 TSCO TRACTOR SUPPLY CO4.6K shares-12.68%2025-12-312026-01-22 IVW ISHARES TR1.9K shares0.00%2025-12-312026-01-22 FTNT FORTINET INC2.9K shares0.17%2025-12-312026-01-22 MTD METTLER TOLEDO INTERNATIONAL165 sharesnew addition2025-12-312026-01-22 EXC EXELON CORP5.3K shares3.83%2025-12-312026-01-22 EA ELECTRONIC ARTS INC1.1K sharesnew addition2025-12-312026-01-22 CMG CHIPOTLE MEXICAN GRILL INC6.1K shares11.85%2025-12-312026-01-22 ODFL OLD DOMINION FREIGHT LINE IN1.4K sharesnew addition2025-12-312026-01-22 ADM ARCHER DANIELS MIDLAND CO3.9K shares-0.03%2025-12-312026-01-22 DRI DARDEN RESTAURANTS INC1.2K shares-27.27%2025-12-312026-01-22 MDLZ MONDELEZ INTL INC4.0K shares-1.77%2025-12-312026-01-22 A AGILENT TECHNOLOGIES INC1.6K sharesnew addition2025-12-312026-01-22 IVE ISHARES TR1.0K sharesnew addition2025-12-312026-01-22 UPS UNITED PARCEL SERVICE INC2.1K sharesnew addition2025-12-312026-01-22 OTIS OTIS WORLDWIDE CORP2.4K shares-16.13%2025-12-312026-01-22 PAVE GLOBAL X FDS4.4K shares-58.21%2025-12-312026-01-22 VONG VANGUARD SCOTTSDALE FDS1.7K shares0.00%2025-12-312026-01-22 FLJP FRANKLIN TEMPLETON ETF TR5.9K shares-0.24%2025-12-312026-01-22 ABUS ARBUTUS BIOPHARMA CORP40.0K shares0.00%2025-12-312026-01-22 MUFG MITSUBISHI UFJ FINL GROUP IN11.0K shares-5.75%2025-12-312026-01-22 VLY VALLEY NATL BANCORP10.7K sharesnew addition2025-12-312026-01-22 AVXL ANAVEX LIFE SCIENCES CORP10.0K shares0.00%2025-12-312026-01-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available