The Analysis of Rehmann Capital Advisory Group's Holdings
Currently, Rehmann Capital Advisory Group holds 648 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in N/A (+21.4K shares, valued at $13.5M), FBND (+145.3K shares, valued at $6.7M), IVE (+28.2K shares, valued at $6.0M); decreased their positions in JAAA (-94.6K shares, valued at $4.8M), MUNI (-87.8K shares, valued at $4.6M), IVV (-3.0K shares, valued at $2.1M); initiated new positions in N/A (+33.6K shares, valued at $2.7M), RDVY (+15.9K shares, valued at $1.1M), BRK.A (+1 shares, valued at $754.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVE ISHARES TR684.5K shares4.29%2025-12-312026-03-04
IVW ISHARES TR1.1M shares-0.59%2025-12-312026-03-04 IEFA ISHARES TR1.0M shares3.02%2025-12-312026-03-04 FBND FIDELITY MERRIMACK STR TR1.2M shares13.83%2025-12-312026-03-04 AAPL APPLE INC202.1K shares0.54%2025-12-312026-03-04 IVV ISHARES TR58.7K shares-4.88%2025-12-312026-03-04 BIL SPDR SERIES TRUST406.7K shares11.20%2025-12-312026-03-04 IJJ ISHARES TR237.7K shares4.60%2025-12-312026-03-04 MDYG SPDR SERIES TRUST331.3K shares3.58%2025-12-312026-03-04 USMV ISHARES TR308.1K shares3.23%2025-12-312026-03-04 ITOT ISHARES TR188.6K shares-6.74%2025-12-312026-03-04 IJR ISHARES TR229.4K shares3.43%2025-12-312026-03-04 DFAC DIMENSIONAL ETF TRUST641.2K shares-1.35%2025-12-312026-03-04 NVDA NVIDIA CORPORATION133.8K shares-1.08%2025-12-312026-03-04 SPYM SPDR SERIES TRUST297.1K shares2.28%2025-12-312026-03-04 MSFT MICROSOFT CORP49.1K shares-0.75%2025-12-312026-03-04 SYK STRYKER CORPORATION63.7K shares-0.00%2025-12-312026-03-04 IEMG ISHARES INC284.3K shares-4.63%2025-12-312026-03-04 ALPHABET INC ALPHABET INC56.3K shares-1.25%2025-12-312026-03-04 JAAA JANUS DETROIT STR TR340.1K shares-21.76%2025-12-312026-03-04 AMZN AMAZON COM INC74.0K shares6.36%2025-12-312026-03-04 HTRB HARTFORD FDS EXCHANGE TRADED422.2K shares0.66%2025-12-312026-03-04 VIG VANGUARD SPECIALIZED FUNDS60.8K shares0.66%2025-12-312026-03-04 FVD FIRST TR EXCHANGE-TRADED FD279.9K shares-2.82%2025-12-312026-03-04 ALPHABET INC ALPHABET INC41.3K shares-1.71%2025-12-312026-03-04 VTIP VANGUARD MALVERN FDS237.5K shares14.57%2025-12-312026-03-04 DFUS DIMENSIONAL ETF TRUST157.9K shares0.70%2025-12-312026-03-04 QQQM INVESCO EXCH TRADED FD TR II45.2K shares1.63%2025-12-312026-03-04 IWF ISHARES TR22.9K shares21.55%2025-12-312026-03-04 GLD SPDR GOLD TR27.4K shares8.04%2025-12-312026-03-04 JPM JPMORGAN CHASE & CO.33.4K shares-0.30%2025-12-312026-03-04 UCON FIRST TR EXCHNG TRADED FD VI416.4K shares-2.84%2025-12-312026-03-04 META META PLATFORMS INC15.0K shares-2.92%2025-12-312026-03-04 SPY SPDR S&P 500 ETF TR14.4K shares8.46%2025-12-312026-03-04 FDL FIRST TR EXCHANGE-TRADED FD216.2K shares6.31%2025-12-312026-03-04 DFIC DIMENSIONAL ETF TRUST268.2K shares-3.54%2025-12-312026-03-04 JNJ JOHNSON & JOHNSON42.3K shares7.42%2025-12-312026-03-04 IWD ISHARES TR39.2K shares49.89%2025-12-312026-03-04 BUFR FIRST TR EXCHNG TRADED FD VI239.2K shares-7.82%2025-12-312026-03-04 VUG VANGUARD INDEX FDS16.4K shares2.37%2025-12-312026-03-04 VB VANGUARD INDEX FDS30.8K shares-1.51%2025-12-312026-03-04 FIIG FIRST TR EXCHANGE-TRADED FD371.5K shares11.54%2025-12-312026-03-04 MUNI PIMCO ETF TR149.0K shares-37.08%2025-12-312026-03-04 TSM TAIWAN SEMICONDUCTOR MFG LTD24.6K shares0.99%2025-12-312026-03-04 WMT WALMART INC67.0K shares-2.69%2025-12-312026-03-04 TSLA TESLA INC16.5K shares-0.74%2025-12-312026-03-04 VTI VANGUARD INDEX FDS22.0K shares11.74%2025-12-312026-03-04 IJH ISHARES TR104.5K shares-0.08%2025-12-312026-03-04 BROADCOM INC BROADCOM INC20.1K shares1.43%2025-12-312026-03-04 VEA VANGUARD TAX-MANAGED FDS102.6K shares-1.70%2025-12-312026-03-04 COST COSTCO WHSL CORP NEW7.3K shares-1.55%2025-12-312026-03-04 AIRR FIRST TR EXCHANGE TRADED FD63.8K shares-0.42%2025-12-312026-03-04 FREL FIDELITY COVINGTON TRUST231.9K shares7.13%2025-12-312026-03-04 IEI ISHARES TR48.3K shares3.81%2025-12-312026-03-04 IWM ISHARES TR23.2K shares-0.00%2025-12-312026-03-04 V VISA INC16.3K shares2.90%2025-12-312026-03-04 ERIE ERIE INDTY CO19.9K shares10.11%2025-12-312026-03-04 PG PROCTER AND GAMBLE CO39.0K shares-0.08%2025-12-312026-03-04 IWB ISHARES TR14.9K shares6.59%2025-12-312026-03-04 LLY ELI LILLY & CO4.9K shares2.66%2025-12-312026-03-04 SDVY FIRST TR EXCHANGE-TRADED FD132.9K shares5.13%2025-12-312026-03-04 VV VANGUARD INDEX FDS16.1K shares1.78%2025-12-312026-03-04 VTV VANGUARD INDEX FDS25.4K shares0.22%2025-12-312026-03-04 AGG ISHARES TR47.7K shares-25.08%2025-12-312026-03-04 VGT VANGUARD WORLD FD6.3K shares-6.32%2025-12-312026-03-04 VYM VANGUARD WHITEHALL FDS33.0K shares58.07%2025-12-312026-03-04 MA MASTERCARD INCORPORATED8.3K shares0.84%2025-12-312026-03-04 COF CAPITAL ONE FINL CORP19.2K shares2.72%2025-12-312026-03-04 MOAT VANECK ETF TRUST44.9K shares-2.67%2025-12-312026-03-04 CTVA CORTEVA INC69.2K shares-0.02%2025-12-312026-03-04 GDLC GRAYSCALE COINDESK CRYPTO107.3K shares8.65%2025-12-312026-03-04 IBM INTERNATIONAL BUSINESS MACHS14.2K shares2.29%2025-12-312026-03-04 XLK SELECT SECTOR SPDR TR29.2K shares103.96%2025-12-312026-03-04 ESCA ESCALADE INC309.2K shares0.00%2025-12-312026-03-04 HD HOME DEPOT INC12.0K shares-5.21%2025-12-312026-03-04 XLI SELECT SECTOR SPDR TR26.2K shares2.22%2025-12-312026-03-04 WFC WELLS FARGO CO NEW43.1K shares6.11%2025-12-312026-03-04 PFE PFIZER INC161.4K shares-6.99%2025-12-312026-03-04 DFEM DIMENSIONAL ETF TRUST120.8K shares-4.22%2025-12-312026-03-04 TMUS T-MOBILE US INC19.6K shares-0.59%2025-12-312026-03-04 EFA ISHARES TR41.0K shares2.76%2025-12-312026-03-04 BND VANGUARD BD INDEX FDS52.3K shares-0.28%2025-12-312026-03-04 BA BOEING CO17.2K shares42.91%2025-12-312026-03-04 VCRM VANGUARD MUN BD FDS46.9K shares8.93%2025-12-312026-03-04 XOM EXXON MOBIL CORP29.8K shares-2.16%2025-12-312026-03-04 CSCO CISCO SYS INC46.3K shares4.70%2025-12-312026-03-04 AXP AMERICAN EXPRESS CO9.6K shares-1.31%2025-12-312026-03-04 GS GOLDMAN SACHS GROUP INC3.9K shares11.43%2025-12-312026-03-04 VCIT VANGUARD SCOTTSDALE FDS39.0K shares0.47%2025-12-312026-03-04 RTX RTX CORPORATION17.8K shares2.04%2025-12-312026-03-04 IWO ISHARES TR10.0K shares5.56%2025-12-312026-03-04 XLF SELECT SECTOR SPDR TR58.5K shares3.03%2025-12-312026-03-04 DFAX DIMENSIONAL ETF TRUST97.5K shares-5.24%2025-12-312026-03-04 ABBV ABBVIE INC13.9K shares-3.36%2025-12-312026-03-04 EFAV ISHARES TR34.1K shares-5.31%2025-12-312026-03-04 UNH UNITEDHEALTH GROUP INC9.2K shares1.64%2025-12-312026-03-04 QCOM QUALCOMM INC17.4K shares-0.02%2025-12-312026-03-04 FTEC FIDELITY COVINGTON TRUST13.1K shares6.64%2025-12-312026-03-04 SMMV ISHARES TR66.9K shares-1.61%2025-12-312026-03-04 ORCL ORACLE CORP14.7K shares3.79%2025-12-312026-03-04 CVX CHEVRON CORP NEW18.2K shares-0.32%2025-12-312026-03-04 RDVI FIRST TR EXCHANGE-TRADED FD100.5K shares4.84%2025-12-312026-03-04 SUB ISHARES TR24.4K shares35.55%2025-12-312026-03-04 MCO MOODYS CORP5.1K shares-1.47%2025-12-312026-03-04 DFAU DIMENSIONAL ETF TRUST55.1K shares-4.38%2025-12-312026-03-04 CAT CATERPILLAR INC4.4K shares21.33%2025-12-312026-03-04 DFSV DIMENSIONAL ETF TRUST75.7K shares-2.46%2025-12-312026-03-04 NFLX NETFLIX INC25.7K shares810.41%2025-12-312026-03-04 AMD ADVANCED MICRO DEVICES INC11.2K shares4.48%2025-12-312026-03-04 FSIG FIRST TR EXCHANGE-TRADED FD125.3K shares-13.77%2025-12-312026-03-04 GE AEROSPACE GE AEROSPACE7.8K shares70.72%2025-12-312026-03-04 LMT LOCKHEED MARTIN CORP5.0K shares-2.79%2025-12-312026-03-04 MCD MCDONALDS CORP7.8K shares-2.18%2025-12-312026-03-04 KO COCA COLA CO34.1K shares7.48%2025-12-312026-03-04 IWR ISHARES TR24.7K shares179.33%2025-12-312026-03-04 DFAS DIMENSIONAL ETF TRUST33.7K shares-2.11%2025-12-312026-03-04 MCK MCKESSON CORP2.8K shares4.51%2025-12-312026-03-04 SPYG SPDR SERIES TRUST21.5K shares-1.41%2025-12-312026-03-04 SPYV SPDR SERIES TRUST40.3K shares1.44%2025-12-312026-03-04 PLTR PALANTIR TECHNOLOGIES INC12.6K shares2.36%2025-12-312026-03-04 VONE VANGUARD SCOTTSDALE FDS7.1K shares-1.13%2025-12-312026-03-04 ADBE ADOBE INC6.2K shares9.91%2025-12-312026-03-04 SHY ISHARES TR26.2K shares0.39%2025-12-312026-03-04 DFAT DIMENSIONAL ETF TRUST36.2K shares-0.19%2025-12-312026-03-04 BAC BANK AMERICA CORP38.9K shares8.73%2025-12-312026-03-04 SPDW SPDR INDEX SHS FDS47.4K shares4.38%2025-12-312026-03-04 TJX TJX COS INC NEW13.7K shares18.73%2025-12-312026-03-04 BMY BRISTOL-MYERS SQUIBB CO38.2K shares-2.72%2025-12-312026-03-04 MINT PIMCO ETF TR20.3K shares2.34%2025-12-312026-03-04 DIS DISNEY WALT CO17.9K shares-10.52%2025-12-312026-03-04 IWP ISHARES TR14.7K shares4.50%2025-12-312026-03-04 PEP PEPSICO INC14.0K shares-5.26%2025-12-312026-03-04 HDV ISHARES TR16.5K shares-5.29%2025-12-312026-03-04 DFAI DIMENSIONAL ETF TRUST50.7K shares-5.72%2025-12-312026-03-04 SYY SYSCO CORP26.0K shares0.15%2025-12-312026-03-04 AMGN AMGEN INC5.7K shares-4.93%2025-12-312026-03-04 EEM ISHARES TR34.0K shares-13.23%2025-12-312026-03-04 UPS UNITED PARCEL SERVICE INC18.5K shares-4.30%2025-12-312026-03-04 REGN REGENERON PHARMACEUTICALS2.4K shares10.38%2025-12-312026-03-04 DOW DOW INC76.9K shares-5.45%2025-12-312026-03-04 DOV DOVER CORP9.1K shares4.76%2025-12-312026-03-04 UTHR UNITED THERAPEUTICS CORP DEL3.6K shares9.83%2025-12-312026-03-04 ABT ABBOTT LABS14.1K shares11.16%2025-12-312026-03-04 CMI CUMMINS INC3.4K shares4.69%2025-12-312026-03-04 NEE NEXTERA ENERGY INC21.7K shares0.02%2025-12-312026-03-04 CGXU CAPITAL GROUP INTL FOCUS EQT58.9K shares-1.74%2025-12-312026-03-04 IWS ISHARES TR12.3K shares0.59%2025-12-312026-03-04 AYI ACUITY INC4.8K shares3.87%2025-12-312026-03-04 IJK ISHARES TR17.6K shares-7.95%2025-12-312026-03-04 PM PHILIP MORRIS INTL INC10.5K shares-3.90%2025-12-312026-03-04 AMAT APPLIED MATLS INC6.5K shares-13.58%2025-12-312026-03-04 IHDG WISDOMTREE TR29.5K shares-12.20%2025-12-312026-03-04 EXPE EXPEDIA GROUP INC5.8K shares-9.86%2025-12-312026-03-04 MUB ISHARES TR15.2K shares-17.73%2025-12-312026-03-04 CSL CARLISLE COS INC5.0K shares-10.91%2025-12-312026-03-04 VO VANGUARD INDEX FDS5.5K shares-1.87%2025-12-312026-03-04 MO ALTRIA GROUP INC27.2K shares10.38%2025-12-312026-03-04 DUHP DIMENSIONAL ETF TRUST40.8K shares-8.33%2025-12-312026-03-04 UNP UNION PAC CORP6.6K shares0.64%2025-12-312026-03-04 SCHF SCHWAB STRATEGIC TR63.2K shares87.53%2025-12-312026-03-04 NSC NORFOLK SOUTHN CORP5.2K shares-0.25%2025-12-312026-03-04 LINDE PLC LINDE PLC3.5K shares-13.82%2025-12-312026-03-04 PYPL PAYPAL HLDGS INC25.5K shares-6.37%2025-12-312026-03-04 EFG ISHARES TR12.9K shares54.55%2025-12-312026-03-04 FDMO FIDELITY COVINGTON TRUST17.2K shares-1.63%2025-12-312026-03-04 SHYD VANECK ETF TRUST62.2K shares0.00%2025-12-312026-03-04 WM WASTE MGMT INC DEL6.4K shares6.58%2025-12-312026-03-04 FTCS FIRST TR EXCHANGE-TRADED FD15.2K shares0.42%2025-12-312026-03-04 SSNC SS&C TECHNOLOGIES HLDGS INC16.1K shares10.47%2025-12-312026-03-04 FDLO FIDELITY COVINGTON TRUST21.0K shares0.48%2025-12-312026-03-04 DSTL ETF SER SOLUTIONS23.6K shares-0.03%2025-12-312026-03-04 BCS BARCLAYS PLC54.6K shares-3.89%2025-12-312026-03-04 GILD GILEAD SCIENCES INC11.3K shares8.17%2025-12-312026-03-04 PHYS SPROTT ASSET MANAGEMENT LP42.0K shares0.00%2025-12-312026-03-04 LKQ LKQ CORP45.4K shares38.46%2025-12-312026-03-04 DFIV DIMENSIONAL ETF TRUST27.4K shares-0.34%2025-12-312026-03-04 IGSB ISHARES TR25.4K shares-3.23%2025-12-312026-03-04 SHV ISHARES TR12.2K shares0.16%2025-12-312026-03-04 AGZ ISHARES TR11.9K shares2.93%2025-12-312026-03-04 T AT&T INC52.6K shares-8.36%2025-12-312026-03-04 VCSH VANGUARD SCOTTSDALE FDS16.2K shares-1.29%2025-12-312026-03-04 GEV GE VERNOVA INC2.0K shares49.09%2025-12-312026-03-04 AZN ASTRAZENECA PLC13.9K shares22.89%2025-12-312026-03-04 ESGU ISHARES TR8.6K shares-4.80%2025-12-312026-03-04 ALSN ALLISON TRANSMISSION HLDGS I13.0K shares6.83%2025-12-312026-03-04 ICE INTERCONTINENTAL EXCHANGE IN7.7K shares-2.60%2025-12-312026-03-04 VZ VERIZON COMMUNICATIONS INC30.8K shares-11.50%2025-12-312026-03-04 BLACKROCK INC BLACKROCK INC1.2K shares-11.47%2025-12-312026-03-04 INTC INTEL CORP33.6K shares34.72%2025-12-312026-03-04 CRM SALESFORCE INC4.7K shares-1.70%2025-12-312026-03-04 TMO THERMO FISHER SCIENTIFIC INC2.1K shares1.62%2025-12-312026-03-04 DE DEERE & CO2.6K shares9.36%2025-12-312026-03-04 MAS MASCO CORP19.2K shares-8.80%2025-12-312026-03-04 CCK CROWN HLDGS INC11.8K shares48.20%2025-12-312026-03-04 DVY ISHARES TR8.5K shares0.58%2025-12-312026-03-04 PH PARKER-HANNIFIN CORP1.4K shares61.53%2025-12-312026-03-04 F FORD MTR CO90.6K shares-4.28%2025-12-312026-03-04 ISRG INTUITIVE SURGICAL INC2.1K shares6.95%2025-12-312026-03-04 DFSU DIMENSIONAL ETF TRUST27.1K shares1.12%2025-12-312026-03-04 VPL VANGUARD INTL EQUITY INDEX F12.9K shares0.22%2025-12-312026-03-04 MGV VANGUARD WORLD FD8.2K shares2.51%2025-12-312026-03-04 BABA ALIBABA GROUP HLDG LTD7.8K shares-1.63%2025-12-312026-03-04 CBRE CBRE GROUP INC7.1K shares1.96%2025-12-312026-03-04 CRWD CROWDSTRIKE HLDGS INC2.4K shares-2.71%2025-12-312026-03-04 IYR ISHARES TR12.0K shares17.80%2025-12-312026-03-04 VONG VANGUARD SCOTTSDALE FDS9.2K shares0.55%2025-12-312026-03-04 ELV ELEVANCE HEALTH INC FORMERLY3.2K shares-17.60%2025-12-312026-03-04 YUM YUM BRANDS INC7.3K shares-0.12%2025-12-312026-03-04 RDVY FIRST TR EXCHANGE TRADED FD15.9K sharesnew addition2025-12-312026-03-04 CSX CSX CORP30.3K shares7.65%2025-12-312026-03-04 ITA ISHARES TR5.1K shares0.00%2025-12-312026-03-04 MS MORGAN STANLEY6.2K shares0.70%2025-12-312026-03-04 SLV ISHARES SILVER TR16.9K shares-2.94%2025-12-312026-03-04 MPC MARATHON PETE CORP6.7K shares16.71%2025-12-312026-03-04 NTAP NETAPP INC10.1K shares-0.27%2025-12-312026-03-04 SO SOUTHERN CO12.4K shares21.62%2025-12-312026-03-04 BLDR BUILDERS FIRSTSOURCE INC10.3K shares30.55%2025-12-312026-03-04 ADP AUTOMATIC DATA PROCESSING IN4.1K shares-9.26%2025-12-312026-03-04 SLQD ISHARES TR20.8K shares4.87%2025-12-312026-03-04 VT VANGUARD INTL EQUITY INDEX F7.4K shares9.66%2025-12-312026-03-04 STPZ PIMCO ETF TR19.5K shares0.00%2025-12-312026-03-04 MSI MOTOROLA SOLUTIONS INC2.7K shares-1.86%2025-12-312026-03-04 HDB HDFC BANK LTD28.2K shares-1.46%2025-12-312026-03-04 ASML ASML HOLDING N V958 shares18.86%2025-12-312026-03-04 HYG ISHARES TR12.4K shares-9.63%2025-12-312026-03-04 SPGI S&P GLOBAL INC1.9K shares-1.09%2025-12-312026-03-04 DISV DIMENSIONAL ETF TRUST26.1K shares-3.16%2025-12-312026-03-04 WAB WABTEC4.6K shares-0.92%2025-12-312026-03-04 APP APPLOVIN CORP1.5K shares31.03%2025-12-312026-03-04 SUSA ISHARES TR7.0K shares292.69%2025-12-312026-03-04 CGGR CAPITAL GROUP GROWTH ETF21.5K shares0.26%2025-12-312026-03-04 NVO NOVO-NORDISK A S18.6K shares33.58%2025-12-312026-03-04 MU MICRON TECHNOLOGY INC3.3K shares3.16%2025-12-312026-03-04 WCC WESCO INTL INC3.8K shares-16.97%2025-12-312026-03-04 AEP AMERICAN ELEC PWR CO INC8.2K shares6.96%2025-12-312026-03-04 AFL AFLAC INC8.5K shares-2.89%2025-12-312026-03-04 DIHP DIMENSIONAL ETF TRUST29.3K shares0.79%2025-12-312026-03-04 BIV VANGUARD BD INDEX FDS11.8K shares-0.22%2025-12-312026-03-04 MTUM ISHARES TR3.6K shares3.50%2025-12-312026-03-04 UBS UBS GROUP AG19.7K shares26.26%2025-12-312026-03-04 VGIT VANGUARD SCOTTSDALE FDS15.1K shares308.05%2025-12-312026-03-04 TXN TEXAS INSTRS INC5.2K shares-8.94%2025-12-312026-03-04 IUSG ISHARES TR5.4K shares-5.12%2025-12-312026-03-04 IWN ISHARES TR4.9K shares5.03%2025-12-312026-03-04 DOX AMDOCS LTD11.0K shares-33.57%2025-12-312026-03-04 DBX DROPBOX INC31.8K shares-12.75%2025-12-312026-03-04 MUFG MITSUBISHI UFJ FINL GROUP IN55.8K shares-20.73%2025-12-312026-03-04 EFV ISHARES TR12.4K shares165.55%2025-12-312026-03-04 PAYX PAYCHEX INC7.9K shares-3.09%2025-12-312026-03-04 VRTX VERTEX 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shares100.21%2025-12-312026-03-04 SCHB SCHWAB STRATEGIC TR30.5K shares5.29%2025-12-312026-03-04 NVS NOVARTIS AG5.8K shares2.97%2025-12-312026-03-04 BNDX VANGUARD CHARLOTTE FDS16.4K shares3.73%2025-12-312026-03-04 SAP SAP SE3.2K shares12.76%2025-12-312026-03-04 HIG HARTFORD INSURANCE GROUP INC5.7K shares-15.38%2025-12-312026-03-04 CMA COMERICA INC9.0K shares-3.77%2025-12-312026-03-04 SNPS SYNOPSYS INC1.6K shares-6.73%2025-12-312026-03-04 DTE DTE ENERGY CO6.0K shares35.21%2025-12-312026-03-04 DHI D R HORTON INC5.3K shares-20.24%2025-12-312026-03-04 WELL WELLTOWER INC4.1K shares18.43%2025-12-312026-03-04 CR CRANE COMPANY4.1K shares0.00%2025-12-312026-03-04 BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2025-12-312026-03-04 MEDTRONIC PLC MEDTRONIC PLC7.9K shares-13.46%2025-12-312026-03-04 HUBBELL INC HUBBELL INC1.7K shares-2.36%2025-12-312026-03-04 INTU INTUIT1.1K shares8.92%2025-12-312026-03-04 CEF SPROTT ASSET MANAGEMENT LP16.4K shares0.00%2025-12-312026-03-04 FSMD FIDELITY 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shares1.53%2025-12-312026-03-04 FLEX FLEX LTD11.6K shares-9.06%2025-12-312026-03-04 MDLZ MONDELEZ INTL INC12.9K shares5.63%2025-12-312026-03-04 MNST MONSTER BEVERAGE CORP NEW8.9K shares32.55%2025-12-312026-03-04 SGOV ISHARES TR6.8K shares4.71%2025-12-312026-03-04 SNY SANOFI SA14.0K shares8.36%2025-12-312026-03-04 WMB WILLIAMS COS INC11.2K shares1.67%2025-12-312026-03-04 VTWO VANGUARD SCOTTSDALE FDS6.8K shares0.00%2025-12-312026-03-04 SBUX STARBUCKS CORP8.0K shares-10.77%2025-12-312026-03-04 DFAE DIMENSIONAL ETF TRUST20.7K shares-0.22%2025-12-312026-03-04 SONY SONY GROUP CORP26.2K shares9.00%2025-12-312026-03-04 SCHX SCHWAB STRATEGIC TR24.9K shares-0.82%2025-12-312026-03-04 HON HONEYWELL INTL INC3.4K shares2.21%2025-12-312026-03-04 EMR EMERSON ELEC CO5.0K shares-2.84%2025-12-312026-03-04 SF STIFEL FINL CORP5.2K shares2.93%2025-12-312026-03-04 XLE SELECT SECTOR SPDR TR14.6K shares100.90%2025-12-312026-03-04 IWV ISHARES TR1.7K shares5.38%2025-12-312026-03-04 ADI ANALOG DEVICES INC2.4K shares-18.10%2025-12-312026-03-04 ROP ROPER TECHNOLOGIES INC1.4K shares-11.42%2025-12-312026-03-04 VOE VANGUARD INDEX FDS3.6K shares0.79%2025-12-312026-03-04 SNA SNAP ON INC1.8K shares10.52%2025-12-312026-03-04 CTAS CINTAS CORP3.4K shares-3.18%2025-12-312026-03-04 DGRW WISDOMTREE TR7.0K shares0.16%2025-12-312026-03-04 EWJ ISHARES INC7.8K shares58.97%2025-12-312026-03-04 APH AMPHENOL CORP NEW4.6K shares-1.60%2025-12-312026-03-04 CARR CARRIER GLOBAL CORPORATION11.6K shares-2.30%2025-12-312026-03-04 XBI SPDR SERIES TRUST5.0K shares0.04%2025-12-312026-03-04 BK BANK NEW YORK MELLON CORP5.2K shares13.19%2025-12-312026-03-04 ACI ALBERTSONS COS INC34.6K shares-23.24%2025-12-312026-03-04 CVS CVS HEALTH CORP7.4K shares-29.23%2025-12-312026-03-04 CGDV CAPITAL GROUP DIVIDEND VALUE13.4K shares7.92%2025-12-312026-03-04 OTIS OTIS WORLDWIDE CORP6.7K shares6.24%2025-12-312026-03-04 DES WISDOMTREE TR17.4K shares0.00%2025-12-312026-03-04 WWD WOODWARD INC1.9K shares22.82%2025-12-312026-03-04 DAL DELTA AIR 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ROSS STORES INC3.0K shares23.49%2025-12-312026-03-04 VHT VANGUARD WORLD FD1.9K shares0.00%2025-12-312026-03-04 PGR PROGRESSIVE CORP2.3K shares-5.34%2025-12-312026-03-04 CDNS CADENCE DESIGN SYSTEM INC1.7K shares-1.05%2025-12-312026-03-04 VTES VANGUARD WELLINGTON FD5.2K sharesnew addition2025-12-312026-03-04 SHW SHERWIN WILLIAMS CO1.6K shares3.73%2025-12-312026-03-04 DFSI DIMENSIONAL ETF TRUST12.4K shares0.81%2025-12-312026-03-04 VXUS VANGUARD STAR FDS7.0K shares19.61%2025-12-312026-03-04 E ENI S P A13.8K shares-0.30%2025-12-312026-03-04 VNQ VANGUARD INDEX FDS5.9K shares3.25%2025-12-312026-03-04 ING ING GROEP N.V.18.5K shares-13.51%2025-12-312026-03-04 ESGD ISHARES TR5.4K sharesnew addition2025-12-312026-03-04 IUSB ISHARES TR10.9K shares-0.14%2025-12-312026-03-04 ROK ROCKWELL AUTOMATION INC1.3K shares2.43%2025-12-312026-03-04 KEYS KEYSIGHT TECHNOLOGIES INC2.5K shares26.32%2025-12-312026-03-04 JIVE J P MORGAN EXCHANGE TRADED F6.3K sharesnew addition2025-12-312026-03-04 SPG SIMON PPTY GROUP INC NEW2.7K shares22.40%2025-12-312026-03-04 ALL ALLSTATE CORP2.4K shares18.67%2025-12-312026-03-04 NOC NORTHROP GRUMMAN CORP884 shares-8.49%2025-12-312026-03-04 SHM SPDR SERIES TRUST10.5K shares0.89%2025-12-312026-03-04 ATEC ALPHATEC HLDGS INC23.9K shares0.00%2025-12-312026-03-04 RJF RAYMOND JAMES FINL INC3.1K shares-9.00%2025-12-312026-03-04 LAMR LAMAR ADVERTISING CO NEW4.0K shares1.09%2025-12-312026-03-04 MMM 3M CO3.1K shares-7.17%2025-12-312026-03-04 IQV IQVIA HLDGS INC2.2K shares32.61%2025-12-312026-03-04 NKE NIKE INC7.8K shares-2.04%2025-12-312026-03-04 ETFS GOLD TR ETFS GOLD TR12.0K shares0.00%2025-12-312026-03-04 RNR RENAISSANCERE HLDGS LTD1.7K shares22.54%2025-12-312026-03-04 IJT ISHARES TR3.4K shares-21.31%2025-12-312026-03-04 VCEB VANGUARD WORLD FD7.6K shares1.34%2025-12-312026-03-04 CAH CARDINAL HEALTH INC2.3K shares-12.92%2025-12-312026-03-04 SCHE SCHWAB STRATEGIC TR14.7K shares0.00%2025-12-312026-03-04 SILA SILA REALTY TRUST INC20.5K shares-4.34%2025-12-312026-03-04 MDY SPDR S&P MIDCAP 400 ETF TR792 shares0.00%2025-12-312026-03-04 MET METLIFE INC6.0K shares-14.89%2025-12-312026-03-04 PULS PGIM ETF TR9.6K shares0.64%2025-12-312026-03-04 FLTB FIDELITY MERRIMACK STR TR9.4K shares-0.01%2025-12-312026-03-04 BR BROADRIDGE FINL SOLUTIONS IN2.1K shares-11.72%2025-12-312026-03-04 TD TORONTO DOMINION BK ONT4.9K sharesnew addition2025-12-312026-03-04 CIBR FIRST TR EXCHANGE TRADED FD6.5K shares94.99%2025-12-312026-03-04 QUAL ISHARES TR2.3K shares-15.92%2025-12-312026-03-04 XSMO INVESCO EXCHANGE TRADED FD T6.4K shares70.42%2025-12-312026-03-04 GIS GENERAL MLS INC9.9K shares97.68%2025-12-312026-03-04 VLO VALERO ENERGY CORP2.8K shares2.85%2025-12-312026-03-04 URI UNITED RENTALS INC560 shares17.89%2025-12-312026-03-04 DFNM DIMENSIONAL ETF TRUST9.4K shares-36.04%2025-12-312026-03-04 PHM PULTE GROUP INC3.9K shares-0.34%2025-12-312026-03-04 YUMC YUM CHINA HLDGS INC9.5K shares1.18%2025-12-312026-03-04 HCA HCA HEALTHCARE INC964 shares-2.63%2025-12-312026-03-04 SCHD SCHWAB STRATEGIC TR16.4K shares35.89%2025-12-312026-03-04 FDX FEDEX CORP1.5K shares-21.56%2025-12-312026-03-04 IPAC ISHARES TR6.1K shares0.00%2025-12-312026-03-04 ALB ALBEMARLE CORP3.1K shares-4.74%2025-12-312026-03-04 IBCP INDEPENDENT BK CORP MICH13.6K shares0.08%2025-12-312026-03-04 TT TRANE TECHNOLOGIES PLC1.1K shares-20.99%2025-12-312026-03-04 UNILEVER PLC UNILEVER PLC6.7K sharesnew addition2025-12-312026-03-04 URTH ISHARES INC2.3K shares-0.94%2025-12-312026-03-04 DEHP DIMENSIONAL ETF TRUST13.3K shares2.21%2025-12-312026-03-04 WTV WISDOMTREE TR4.6K shares-0.20%2025-12-312026-03-04 EMLP FIRST TR EXCHANGE-TRADED FD11.3K shares74.47%2025-12-312026-03-04 GRID FIRST TR EXCHANGE TRADED FD2.8K sharesnew addition2025-12-312026-03-04 UBER UBER TECHNOLOGIES INC5.2K shares-34.00%2025-12-312026-03-04 IYF ISHARES TR3.3K shares-0.40%2025-12-312026-03-04 MFG MIZUHO FINANCIAL GROUP INC57.6K sharesnew addition2025-12-312026-03-04 ET ENERGY TRANSFER L P25.5K shares-3.99%2025-12-312026-03-04 TWLO TWILIO INC2.9K sharesnew addition2025-12-312026-03-04 DFEV DIMENSIONAL ETF TRUST12.4K shares-0.83%2025-12-312026-03-04 DUSB DIMENSIONAL ETF TRUST8.2K shares-0.61%2025-12-312026-03-04 ESGV VANGUARD WORLD FD3.4K sharesnew addition2025-12-312026-03-04 VFH VANGUARD WORLD FD3.1K shares0.00%2025-12-312026-03-04 GATX GATX CORP2.4K shares6.72%2025-12-312026-03-04 TFC TRUIST FINL CORP8.3K shares-13.17%2025-12-312026-03-04 DFSE DIMENSIONAL ETF TRUST9.9K shares1.03%2025-12-312026-03-04 ARMN ARIS MNG CORP25.0K sharesnew addition2025-12-312026-03-04 HEI HEICO CORP NEW1.2K shares-2.51%2025-12-312026-03-04 GNOV FIRST TR EXCHNG TRADED FD VI10.1K shares0.00%2025-12-312026-03-04 DOC HEALTHPEAK PROPERTIES INC24.8K shares0.78%2025-12-312026-03-04 ENTG ENTEGRIS INC4.7K shares-4.53%2025-12-312026-03-04 HXL HEXCEL CORP NEW5.3K shares29.71%2025-12-312026-03-04 KMI KINDER MORGAN INC DEL14.5K shares-2.63%2025-12-312026-03-04 SOXX ISHARES TR1.3K shares2.66%2025-12-312026-03-04 SHOP SHOPIFY INC2.4K shares63.42%2025-12-312026-03-04 IBIT ISHARES BITCOIN TRUST ETF7.9K shares7.47%2025-12-312026-03-04 CEG CONSTELLATION ENERGY CORP1.1K shares5.26%2025-12-312026-03-04 FHLC FIDELITY COVINGTON TRUST5.2K shares-9.67%2025-12-312026-03-04 SHYG ISHARES TR9.0K shares-27.55%2025-12-312026-03-04 OHI OMEGA HEALTHCARE INVS INC8.7K shares1.50%2025-12-312026-03-04 TIP ISHARES TR3.5K shares-5.33%2025-12-312026-03-04 BOH BANK HAWAII CORP5.6K shares0.00%2025-12-312026-03-04 QIAGEN NV QIAGEN NV8.4K shares-6.15%2025-12-312026-03-04 FTNT FORTINET INC4.7K shares0.34%2025-12-312026-03-04 DRI DARDEN RESTAURANTS INC2.0K shares3.87%2025-12-312026-03-04 EMB ISHARES TR3.9K shares11.66%2025-12-312026-03-04 MGC VANGUARD WORLD FD1.5K shares0.00%2025-12-312026-03-04 VMBS VANGUARD SCOTTSDALE FDS7.9K shares3.16%2025-12-312026-03-04 HYD VANECK ETF TRUST7.3K shares-70.96%2025-12-312026-03-04 VEEV VEEVA SYS INC1.7K shares10.77%2025-12-312026-03-04 SIVR ABRDN SILVER ETF TRUST5.5K shares0.00%2025-12-312026-03-04 SUSB ISHARES TR14.6K shares0.39%2025-12-312026-03-04 RIO RIO TINTO PLC4.6K sharesnew addition2025-12-312026-03-04 NUE NUCOR CORP2.3K shares-3.88%2025-12-312026-03-04 DFIS DIMENSIONAL ETF TRUST11.1K shares-2.30%2025-12-312026-03-04 BP BP PLC10.4K shares15.39%2025-12-312026-03-04 FITB FIFTH THIRD BANCORP7.7K shares-8.60%2025-12-312026-03-04 FBTC FIDELITY WISE ORIGIN BITCOIN4.7K shares-33.45%2025-12-312026-03-04 VGSH VANGUARD SCOTTSDALE FDS6.1K shares-0.16%2025-12-312026-03-04 CACC CREDIT ACCEP CORP MICH800 shares0.00%2025-12-312026-03-04 WTFC WINTRUST FINL CORP2.5K shares23.54%2025-12-312026-03-04 FMB FIRST TR EXCH TRADED FD III6.9K shares9.65%2025-12-312026-03-04 NTES NETEASE INC2.5K shares24.47%2025-12-312026-03-04 ETR ENTERGY CORP NEW3.8K shares2.75%2025-12-312026-03-04 IAGG ISHARES TR6.9K shares-9.87%2025-12-312026-03-04 USRT ISHARES TR6.1K sharesnew addition2025-12-312026-03-04 DTM DT MIDSTREAM INC2.9K shares36.56%2025-12-312026-03-04 MDYV SPDR SERIES TRUST4.0K shares1.46%2025-12-312026-03-04 FSK FS KKR CAP CORP23.0K shares-25.72%2025-12-312026-03-04 GWW WW GRAINGER INC337 shares-4.80%2025-12-312026-03-04 DEO DIAGEO PLC4.0K shares63.17%2025-12-312026-03-04 STIP ISHARES TR3.3K shares-3.52%2025-12-312026-03-04 GM GENERAL MTRS CO4.1K shares-2.82%2025-12-312026-03-04 QYLD GLOBAL X FDS19.0K shares-0.83%2025-12-312026-03-04 EME EMCOR GROUP INC545 sharesnew addition2025-12-312026-03-04 VRP INVESCO EXCH TRADED FD TR II13.7K shares2.49%2025-12-312026-03-04 DWX SPDR INDEX SHS FDS7.6K shares0.00%2025-12-312026-03-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available