The Analysis of Retirement Planning Group, LLC's Holdings


Currently, Retirement Planning Group, LLC holds 421 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in PYLD (+466.5K shares, valued at $12.4M), UBND (+534.1K shares, valued at $11.8M), N/A (+18.5K shares, valued at $11.6M); decreased their positions in VTV (-25.4K shares, valued at $4.8M), VUG (-9.8K shares, valued at $4.8M), BIV (-37.2K shares, valued at $2.9M); initiated new positions in N/A (+26.4K shares, valued at $1.7M), HFSI (+20.4K shares, valued at $724.2K), GILD (+5.2K shares, valued at $641.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VANGUARD INDEX FDS VANGUARD INDEX FDS518.7K shares3.70%2025-12-312026-02-03history
QGRW WISDOMTREE TR4.2M shares2.94%2025-12-312026-02-03history
DIVI FRANKLIN TEMPLETON ETF TR5.0M shares3.75%2025-12-312026-02-03history
FSMD FIDELITY COVINGTON TRUST4.0M shares5.70%2025-12-312026-02-03history
PYLD PIMCO ETF TR5.8M shares8.80%2025-12-312026-02-03history
UBND VICTORY PORTFOLIOS II6.5M shares8.95%2025-12-312026-02-03history
FDVV FIDELITY COVINGTON TRUST2.3M shares5.25%2025-12-312026-02-03history
DIVO AMPLIFY ETF TR2.9M shares4.44%2025-12-312026-02-03history
Sponsored
FRDM EA SERIES TRUST2.4M shares0.64%2025-12-312026-02-03history
FBND FIDELITY MERRIMACK STR TR2.5M shares8.73%2025-12-312026-02-03history
NFLT ETFIS SER TR I3.9M shares7.31%2025-12-312026-02-03history
BNDI NEOS ETF TRUST1.8M shares8.33%2025-12-312026-02-03history
VGSH VANGUARD SCOTTSDALE FDS1.2M shares5.12%2025-12-312026-02-03history
AAPL APPLE INC180.4K shares-0.26%2025-12-312026-02-03history
COST COSTCO WHSL CORP NEW50.1K shares0.42%2025-12-312026-02-03history
SPY SPDR S&P 500 ETF TR58.4K shares7.65%2025-12-312026-02-03history
Sponsored
VUG VANGUARD INDEX FDS74.0K shares-11.65%2025-12-312026-02-03history
SCHB SCHWAB STRATEGIC TR1.2M shares-4.52%2025-12-312026-02-03history
MSFT MICROSOFT CORP59.1K shares4.57%2025-12-312026-02-03history
INVESCO QQQ TR INVESCO QQQ TR41.2K shares-4.60%2025-12-312026-02-03history
FTRB FEDERATED HERMES ETF TRUST989.7K shares7.73%2025-12-312026-02-03history
VIG VANGUARD SPECIALIZED FUNDS110.1K shares-7.82%2025-12-312026-02-03history
GSLC GOLDMAN SACHS ETF TR176.6K shares-4.31%2025-12-312026-02-03history
VTV VANGUARD INDEX FDS114.8K shares-18.11%2025-12-312026-02-03history
Sponsored
SGOV ISHARES TR212.0K shares14.93%2025-12-312026-02-03history
DTD WISDOMTREE TR247.0K shares6.45%2025-12-312026-02-03history
SPYV SPDR SERIES TRUST324.0K shares-3.60%2025-12-312026-02-03history
IQLT ISHARES TR387.1K shares-5.46%2025-12-312026-02-03history
WMT WALMART INC119.7K shares6.12%2025-12-312026-02-03history
SPGP INVESCO EXCHANGE TRADED FD T116.7K shares-6.05%2025-12-312026-02-03history
NVDA NVIDIA CORPORATION66.6K shares23.73%2025-12-312026-02-03history
CSHI NEOS ETF TRUST245.0K shares2.95%2025-12-312026-02-03history
Sponsored
AMZN AMAZON COM INC51.7K shares2.66%2025-12-312026-02-03history
VGT VANGUARD WORLD FD15.6K shares58.18%2025-12-312026-02-03history
DGRW WISDOMTREE TR116.3K shares-2.13%2025-12-312026-02-03history
VTI VANGUARD INDEX FDS30.7K shares-0.54%2025-12-312026-02-03history
XLP SELECT SECTOR SPDR TR123.2K shares3.24%2025-12-312026-02-03history
IVW ISHARES TR71.7K shares-3.87%2025-12-312026-02-03history
VEA VANGUARD TAX-MANAGED FDS128.7K shares-16.59%2025-12-312026-02-03history
BND VANGUARD BD INDEX FDS106.6K shares-9.51%2025-12-312026-02-03history
Sponsored
IVV ISHARES TR11.1K shares0.02%2025-12-312026-02-03history
GLD SPDR GOLD TR18.9K shares-0.76%2025-12-312026-02-03history
SCHF SCHWAB STRATEGIC TR294.2K shares-2.32%2025-12-312026-02-03history
SCHG SCHWAB STRATEGIC TR215.3K shares-1.04%2025-12-312026-02-03history
VXF VANGUARD INDEX FDS33.2K shares4.02%2025-12-312026-02-03history
COWZ PACER FDS TR111.0K shares-3.35%2025-12-312026-02-03history
ALPHABET INC ALPHABET INC20.5K shares5.65%2025-12-312026-02-03history
BIV VANGUARD BD INDEX FDS79.6K shares-31.83%2025-12-312026-02-03history
Sponsored
ALPHABET INC ALPHABET INC19.4K shares3.28%2025-12-312026-02-03history
SPTI SPDR SERIES TRUST201.1K shares-6.76%2025-12-312026-02-03history
VO VANGUARD INDEX FDS18.7K shares-3.70%2025-12-312026-02-03history
USVM VICTORY PORTFOLIOS II59.5K shares-5.96%2025-12-312026-02-03history
VOX VANGUARD WORLD FD27.5K shares332.44%2025-12-312026-02-03history
XLY SELECT SECTOR SPDR TR44.4K shares78.88%2025-12-312026-02-03history
EMXC ISHARES INC72.6K shares-1.59%2025-12-312026-02-03history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II80.4K shares-1.19%2025-12-312026-02-03history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F87.7K shares11.06%2025-12-312026-02-03history
PM PHILIP MORRIS INTL INC29.9K shares-11.15%2025-12-312026-02-03history
BMAR INNOVATOR ETFS TRUST89.2K shares-2.16%2025-12-312026-02-03history
KORP AMERICAN CENTY ETF TR100.2K shares-11.78%2025-12-312026-02-03history
VIS VANGUARD WORLD FD15.7K shares581.87%2025-12-312026-02-03history
HD HOME DEPOT INC13.2K shares6.28%2025-12-312026-02-03history
GMUB GOLDMAN SACHS ETF TR88.6K shares21.04%2025-12-312026-02-03history
LMT LOCKHEED MARTIN CORP9.3K shares9.29%2025-12-312026-02-03history
Sponsored
VCR VANGUARD WORLD FD11.4K shares597.55%2025-12-312026-02-03history
ILCG ISHARES TR41.8K shares-0.23%2025-12-312026-02-03history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.6K shares0.74%2025-12-312026-02-03history
XOM EXXON MOBIL CORP35.6K shares0.60%2025-12-312026-02-03history
FIXD FIRST TR EXCHNG TRADED FD VI96.1K shares13.34%2025-12-312026-02-03history
JNJ JOHNSON & JOHNSON20.3K shares14.25%2025-12-312026-02-03history
JMUB J P MORGAN EXCHANGE TRADED F82.7K shares22.87%2025-12-312026-02-03history
JPM JPMORGAN CHASE & CO.12.9K shares1.34%2025-12-312026-02-03history
Sponsored
IJR ISHARES TR33.9K shares-5.89%2025-12-312026-02-03history
DFAC DIMENSIONAL ETF TRUST102.3K shares0.01%2025-12-312026-02-03history
GOF GUGGENHEIM STRATEGIC OPPORTU287.6K shares4.99%2025-12-312026-02-03history
NYF ISHARES TR68.1K shares-0.09%2025-12-312026-02-03history
TUSI TOUCHSTONE ETF TRUST142.7K shares11.79%2025-12-312026-02-03history
XLK SELECT SECTOR SPDR TR25.1K shares118.51%2025-12-312026-02-03history
GSIE GOLDMAN SACHS ETF TR83.8K shares-3.36%2025-12-312026-02-03history
VWO VANGUARD INTL EQUITY INDEX F66.8K shares-13.52%2025-12-312026-02-03history
Sponsored
ITOT ISHARES TR24.1K shares3.73%2025-12-312026-02-03history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW28.8K shares39.47%2025-12-312026-02-03history
SMMD ISHARES TR44.9K shares3.33%2025-12-312026-02-03history
PEP PEPSICO INC23.1K shares10.16%2025-12-312026-02-03history
FLMI FRANKLIN TEMPLETON ETF TR133.3K shares29.33%2025-12-312026-02-03history
PG PROCTER AND GAMBLE CO22.8K shares3.90%2025-12-312026-02-03history
DFUS DIMENSIONAL ETF TRUST43.2K shares-1.46%2025-12-312026-02-03history
ALPS ETF TR ALPS ETF TR67.3K shares13.69%2025-12-312026-02-03history
Sponsored
RDVI FIRST TR EXCHANGE-TRADED FD120.6K shares11.02%2025-12-312026-02-03history
HMOP HARTFORD FDS EXCHANGE TRADED77.3K shares18.30%2025-12-312026-02-03history
SPGI S&P GLOBAL INC5.7K shares-0.05%2025-12-312026-02-03history
VNQ VANGUARD INDEX FDS33.7K shares-14.78%2025-12-312026-02-03history
SPMD SPDR SERIES TRUST51.2K shares-6.32%2025-12-312026-02-03history
SPYM SPDR SERIES TRUST36.1K shares-8.81%2025-12-312026-02-03history
TSLA TESLA INC5.8K shares5.45%2025-12-312026-02-03history
ABBV ABBVIE INC11.4K shares13.73%2025-12-312026-02-03history
Sponsored
VDC VANGUARD WORLD FD12.3K shares0.04%2025-12-312026-02-03history
OMFL INVESCO EXCH TRD SLF IDX FD41.4K shares-2.37%2025-12-312026-02-03history
EFA ISHARES TR26.3K shares-3.67%2025-12-312026-02-03history
VB VANGUARD INDEX FDS9.8K shares-19.56%2025-12-312026-02-03history
VXUS VANGUARD STAR FDS31.7K shares-3.10%2025-12-312026-02-03history
DGRO ISHARES TR34.2K shares5.83%2025-12-312026-02-03history
JQUA J P MORGAN EXCHANGE TRADED F37.2K shares-1.68%2025-12-312026-02-03history
META META PLATFORMS INC3.5K shares4.46%2025-12-312026-02-03history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC12.8K shares-26.14%2025-12-312026-02-03history
IJK ISHARES TR23.3K shares-3.99%2025-12-312026-02-03history
NFLX NETFLIX INC23.6K shares894.02%2025-12-312026-02-03history
IDEV ISHARES TR26.3K shares0.00%2025-12-312026-02-03history
FVD FIRST TR EXCHANGE-TRADED FD46.9K shares13.09%2025-12-312026-02-03history
BROADCOM INC BROADCOM INC6.1K shares7.43%2025-12-312026-02-03history
IBM INTERNATIONAL BUSINESS MACHS7.2K shares11.74%2025-12-312026-02-03history
SO SOUTHERN CO23.6K shares0.14%2025-12-312026-02-03history
Sponsored
XAR SPDR SERIES TRUST8.5K shares-5.68%2025-12-312026-02-03history
TSEC TOUCHSTONE ETF TRUST78.4K shares12.07%2025-12-312026-02-03history
VOOG VANGUARD ADMIRAL FDS INC4.6K shares4.01%2025-12-312026-02-03history
CRWD CROWDSTRIKE HLDGS INC4.3K shares0.37%2025-12-312026-02-03history
SCHD SCHWAB STRATEGIC TR74.0K shares0.28%2025-12-312026-02-03history
SCHZ SCHWAB STRATEGIC TR85.3K shares-7.02%2025-12-312026-02-03history
RTX RTX CORPORATION10.7K shares7.82%2025-12-312026-02-03history
VTIP VANGUARD MALVERN FDS39.6K shares0.00%2025-12-312026-02-03history
Sponsored
LLY ELI LILLY & CO1.8K shares21.68%2025-12-312026-02-03history
VONG VANGUARD SCOTTSDALE FDS16.0K shares0.00%2025-12-312026-02-03history
SCHV SCHWAB STRATEGIC TR65.8K shares-0.87%2025-12-312026-02-03history
VPU VANGUARD WORLD FD10.5K shares8.83%2025-12-312026-02-03history
MCD MCDONALDS CORP6.2K shares11.21%2025-12-312026-02-03history
IVVW ISHARES TR41.4K shares10.03%2025-12-312026-02-03history
BILS SPDR SERIES TRUST18.9K shares-2.73%2025-12-312026-02-03history
PULS PGIM ETF TR36.7K shares-1.17%2025-12-312026-02-03history
Sponsored
ABT ABBOTT LABS14.1K shares-0.58%2025-12-312026-02-03history
IOO ISHARES TR13.9K shares-3.29%2025-12-312026-02-03history
JSI JANUS DETROIT STR TR33.5K shares78.08%2025-12-312026-02-03history
PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO26.4K sharesnew addition2025-12-312026-02-03history
DE DEERE & CO3.7K shares27.65%2025-12-312026-02-03history
EVRG EVERGY INC23.5K shares2.92%2025-12-312026-02-03history
OPER ETF SER SOLUTIONS17.0K shares14.78%2025-12-312026-02-03history
CSCO CISCO SYS INC22.1K shares6.84%2025-12-312026-02-03history
Sponsored
USMV ISHARES TR18.0K shares-3.53%2025-12-312026-02-03history
KO COCA COLA CO24.1K shares10.05%2025-12-312026-02-03history
BOND PIMCO ETF TR18.0K shares-3.31%2025-12-312026-02-03history
FEZ SPDR INDEX SHS FDS25.9K shares0.00%2025-12-312026-02-03history
SCHW SCHWAB CHARLES CORP16.4K shares-1.70%2025-12-312026-02-03history
QUAL ISHARES TR8.2K shares-0.11%2025-12-312026-02-03history
FFSM FIDELITY COVINGTON TRUST51.8K shares354.91%2025-12-312026-02-03history
FXL FIRST TR EXCHANGE TRADED FD9.4K shares2.60%2025-12-312026-02-03history
Sponsored
V VISA INC4.5K shares-2.98%2025-12-312026-02-03history
AVXC AMERICAN CENTY ETF TR24.7K shares-2.25%2025-12-312026-02-03history
IWN ISHARES TR8.3K shares-0.06%2025-12-312026-02-03history
GTO INVESCO ACTIVELY MANAGED EXC31.5K shares-0.74%2025-12-312026-02-03history
JCPB J P MORGAN EXCHANGE TRADED F31.4K shares-5.87%2025-12-312026-02-03history
IWM ISHARES TR6.0K shares-1.50%2025-12-312026-02-03history
XLC SELECT SECTOR SPDR TR12.5K shares7.11%2025-12-312026-02-03history
DYNF BLACKROCK ETF TRUST23.8K shares-0.28%2025-12-312026-02-03history
Sponsored
IWV ISHARES TR3.7K shares-1.01%2025-12-312026-02-03history
IWF ISHARES TR3.0K shares2.07%2025-12-312026-02-03history
FNCL FIDELITY COVINGTON TRUST18.1K shares-0.14%2025-12-312026-02-03history
BSV VANGUARD BD INDEX FDS17.7K shares-7.84%2025-12-312026-02-03history
VCRB VANGUARD MALVERN FDS17.9K shares-43.68%2025-12-312026-02-03history
XLE SELECT SECTOR SPDR TR30.6K shares93.80%2025-12-312026-02-03history
LDOS LEIDOS HOLDINGS INC7.6K shares-7.22%2025-12-312026-02-03history
JCI JOHNSON CTLS INTL PLC11.2K shares0.92%2025-12-312026-02-03history
Sponsored
URTH ISHARES INC7.2K shares0.00%2025-12-312026-02-03history
IMCV ISHARES TR16.3K shares-1.94%2025-12-312026-02-03history
CAT CATERPILLAR INC2.3K shares2.98%2025-12-312026-02-03history
BTCI NEOS ETF TRUST29.7K shares26.03%2025-12-312026-02-03history
COP CONOCOPHILLIPS13.9K shares4.88%2025-12-312026-02-03history
RGLD ROYAL GOLD INC5.8K shares-1.08%2025-12-312026-02-03history
VHT VANGUARD WORLD FD4.4K shares1.12%2025-12-312026-02-03history
XLV SELECT SECTOR SPDR TR8.1K shares-0.27%2025-12-312026-02-03history
Sponsored
PNC PNC FINL SVCS GROUP INC5.9K shares5.11%2025-12-312026-02-03history
XLI SELECT SECTOR SPDR TR7.9K shares0.35%2025-12-312026-02-03history
IWB ISHARES TR3.1K shares0.00%2025-12-312026-02-03history
SCHX SCHWAB STRATEGIC TR43.6K shares4.02%2025-12-312026-02-03history
MO ALTRIA GROUP INC20.2K shares9.69%2025-12-312026-02-03history
JAAA JANUS DETROIT STR TR23.0K shares75.87%2025-12-312026-02-03history
VBK VANGUARD INDEX FDS3.8K shares-0.75%2025-12-312026-02-03history
WM WASTE MGMT INC DEL5.3K shares-7.49%2025-12-312026-02-03history
Sponsored
SOXX ISHARES TR3.8K shares-18.80%2025-12-312026-02-03history
QYLD GLOBAL X FDS64.4K shares9.75%2025-12-312026-02-03history
VZ VERIZON COMMUNICATIONS INC27.5K shares-2.38%2025-12-312026-02-03history
LOW LOWES COS INC4.6K shares9.54%2025-12-312026-02-03history
VFH VANGUARD WORLD FD8.3K shares8.89%2025-12-312026-02-03history
FTEC FIDELITY COVINGTON TRUST4.9K shares4.70%2025-12-312026-02-03history
AMD ADVANCED MICRO DEVICES INC5.0K shares5.03%2025-12-312026-02-03history
AMGN AMGEN INC3.2K shares-10.14%2025-12-312026-02-03history
Sponsored
SBUX STARBUCKS CORP12.3K shares-3.47%2025-12-312026-02-03history
IJH ISHARES TR15.7K shares-10.37%2025-12-312026-02-03history
VTEI VANGUARD MUN BD FDS10.2K shares0.00%2025-12-312026-02-03history
SPYG SPDR SERIES TRUST9.6K shares0.00%2025-12-312026-02-03history
FXR FIRST TR EXCHANGE TRADED FD12.8K shares-2.64%2025-12-312026-02-03history
SDY SPDR SERIES TRUST7.3K shares11.69%2025-12-312026-02-03history
IYW ISHARES TR5.0K shares30.37%2025-12-312026-02-03history
VBR VANGUARD INDEX FDS4.7K shares-12.34%2025-12-312026-02-03history
Sponsored
SLV ISHARES SILVER TR15.3K shares4.21%2025-12-312026-02-03history
SEI SOLARIS ENERGY INFRAS INC21.5K shares-42.32%2025-12-312026-02-03history
XLF SELECT SECTOR SPDR TR17.9K shares-1.95%2025-12-312026-02-03history
FHLC FIDELITY COVINGTON TRUST13.0K shares-0.08%2025-12-312026-02-03history
FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D449 shares0.00%2025-12-312026-02-03history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.0K shares-6.07%2025-12-312026-02-03history
ACIO ETF SER SOLUTIONS21.2K shares-19.54%2025-12-312026-02-03history
CDX SIMPLIFY EXCHANGE TRADED FUN41.1K shares10.37%2025-12-312026-02-03history
Sponsored
CVX CHEVRON CORP NEW5.9K shares0.24%2025-12-312026-02-03history
ORCL ORACLE CORP4.6K shares8.53%2025-12-312026-02-03history
OKE ONEOK INC NEW12.2K shares2.37%2025-12-312026-02-03history
RSPT INVESCO EXCHANGE TRADED FD T18.9K shares0.00%2025-12-312026-02-03history
PMAR INNOVATOR ETFS TRUST18.9K shares-1.17%2025-12-312026-02-03history
IGV ISHARES TR7.9K shares-3.75%2025-12-312026-02-03history
BAC BANK AMERICA CORP15.1K shares5.65%2025-12-312026-02-03history
APH AMPHENOL CORP NEW6.1K shares11.41%2025-12-312026-02-03history
Sponsored
CRM SALESFORCE INC3.1K shares1.17%2025-12-312026-02-03history
UAUG INNOVATOR ETFS TRUST20.7K shares-7.53%2025-12-312026-02-03history
SCHM SCHWAB STRATEGIC TR27.1K shares0.00%2025-12-312026-02-03history
BNS BANK NOVA SCOTIA HALIFAX11.0K shares0.00%2025-12-312026-02-03history
JVAL J P MORGAN EXCHANGE TRADED F16.5K shares-1.84%2025-12-312026-02-03history
IWR ISHARES TR8.4K shares-0.57%2025-12-312026-02-03history
NOC NORTHROP GRUMMAN CORP1.4K shares4.58%2025-12-312026-02-03history
DVY ISHARES TR5.5K shares-9.34%2025-12-312026-02-03history
Sponsored
J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F11.7K shares1.61%2025-12-312026-02-03history
FHB FIRST HAWAIIAN INC29.1K shares0.01%2025-12-312026-02-03history
MS MORGAN STANLEY4.1K shares36.77%2025-12-312026-02-03history
HFSI HARTFORD FDS EXCHANGE TRADED20.4K sharesnew addition2025-12-312026-02-03history
UNH UNITEDHEALTH GROUP INC2.2K shares-3.72%2025-12-312026-02-03history
IYZ ISHARES TR21.1K shares11.55%2025-12-312026-02-03history
CR CRANE COMPANY3.9K shares0.00%2025-12-312026-02-03history
AXP AMERICAN EXPRESS CO1.9K shares-2.45%2025-12-312026-02-03history
Sponsored
VTEB VANGUARD MUN BD FDS14.0K shares-18.98%2025-12-312026-02-03history
LPLA LPL FINL HLDGS INC2.0K shares7.53%2025-12-312026-02-03history
PPL PPL CORP19.9K shares13.99%2025-12-312026-02-03history
SCZ ISHARES TR8.9K shares-8.06%2025-12-312026-02-03history
VGK VANGUARD INTL EQUITY INDEX F8.2K shares1.37%2025-12-312026-02-03history
FXD FIRST TR EXCHANGE TRADED FD10.0K shares-1.80%2025-12-312026-02-03history
PAUG INNOVATOR ETFS TRUST15.7K shares0.00%2025-12-312026-02-03history
MERCK & CO INC MERCK & CO INC6.3K shares23.21%2025-12-312026-02-03history
Sponsored
AGG ISHARES TR6.6K shares1.75%2025-12-312026-02-03history
RUSHA RUSH ENTERPRISES INC12.0K shares0.33%2025-12-312026-02-03history
GILD GILEAD SCIENCES INC5.2K sharesnew addition2025-12-312026-02-03history
QCOM QUALCOMM INC3.7K shares-3.44%2025-12-312026-02-03history
AAXJ ISHARES TR6.8K shares2.53%2025-12-312026-02-03history
BOTZ GLOBAL X FDS17.3K shares-6.93%2025-12-312026-02-03history
IBIT ISHARES BITCOIN TRUST ETF12.5K shares26.24%2025-12-312026-02-03history
DRSK ETF SER SOLUTIONS21.8K shares-16.14%2025-12-312026-02-03history
Sponsored
TMSL T ROWE PRICE ETF INC17.0K shares0.00%2025-12-312026-02-03history
HIMU BLACKROCK ETF TRUST II12.5K shares-31.21%2025-12-312026-02-03history
VTEC VANGUARD CALIF TAX FREE FDS6.1K shares0.20%2025-12-312026-02-03history
NEE NEXTERA ENERGY INC7.5K shares-9.36%2025-12-312026-02-03history
DIS DISNEY WALT CO5.3K shares-9.98%2025-12-312026-02-03history
IYF ISHARES TR4.7K shares1.20%2025-12-312026-02-03history
VONE VANGUARD SCOTTSDALE FDS1.9K shares0.00%2025-12-312026-02-03history
MA MASTERCARD INCORPORATED1.0K shares8.96%2025-12-312026-02-03history
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IWD ISHARES TR2.8K shares5.95%2025-12-312026-02-03history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.7K shares-0.41%2025-12-312026-02-03history
WTTR SELECT WATER SOLUTIONS INC54.4K shares0.69%2025-12-312026-02-03history
SYY SYSCO CORP7.7K shares20.97%2025-12-312026-02-03history
IDUB ETF SER SOLUTIONS23.3K shares-21.00%2025-12-312026-02-03history
VEU VANGUARD INTL EQUITY INDEX F7.7K shares0.64%2025-12-312026-02-03history
BMAY INNOVATOR ETFS TRUST12.4K shares0.00%2025-12-312026-02-03history
ROBT FIRST TR EXCHANGE TRADED FD10.7K shares6.29%2025-12-312026-02-03history
Sponsored
MU MICRON TECHNOLOGY INC1.9K shares10.19%2025-12-312026-02-03history
DUBS ETF SER SOLUTIONS14.6K shares-26.20%2025-12-312026-02-03history
RDVY FIRST TR EXCHANGE TRADED FD7.9K shares-3.04%2025-12-312026-02-03history
VUSB VANGUARD BD INDEX FDS10.9K shares-4.75%2025-12-312026-02-03history
CRWV COREWEAVE INC7.5K shares0.54%2025-12-312026-02-03history
IYH ISHARES TR8.2K shares3.19%2025-12-312026-02-03history
HON HONEYWELL INTL INC2.7K shares-2.37%2025-12-312026-02-03history
SDVY FIRST TR EXCHANGE-TRADED FD13.7K shares3.15%2025-12-312026-02-03history
Sponsored
GS GOLDMAN SACHS GROUP INC590 shares25.00%2025-12-312026-02-03history
SCHA SCHWAB STRATEGIC TR18.2K shares2.27%2025-12-312026-02-03history
IYE ISHARES TR10.9K shares1.99%2025-12-312026-02-03history
T AT&T INC20.7K shares4.49%2025-12-312026-02-03history
TFC TRUIST FINL CORP10.4K shares69.80%2025-12-312026-02-03history
FE FIRSTENERGY CORP11.2K shares8.89%2025-12-312026-02-03history
SYK STRYKER CORPORATION1.4K shares1.79%2025-12-312026-02-03history
FNDB SCHWAB STRATEGIC TR18.8K shares0.00%2025-12-312026-02-03history
Sponsored
SPDW SPDR INDEX SHS FDS11.1K shares2.89%2025-12-312026-02-03history
MISL FIRST TR EXCHANGE-TRADED FD11.4K shares3.96%2025-12-312026-02-03history
SCHE SCHWAB STRATEGIC TR14.3K shares0.19%2025-12-312026-02-03history
ODFL OLD DOMINION FREIGHT LINE IN3.0K shares2.77%2025-12-312026-02-03history
BSEP INNOVATOR ETFS TRUST9.4K shares-0.67%2025-12-312026-02-03history
BNOV INNOVATOR ETFS TRUST10.3K shares6.24%2025-12-312026-02-03history
VT VANGUARD INTL EQUITY INDEX F3.2K shares-1.37%2025-12-312026-02-03history
IEFA ISHARES TR5.1K shares0.53%2025-12-312026-02-03history
Sponsored
BLV VANGUARD BD INDEX FDS6.6K shares-14.37%2025-12-312026-02-03history
SPTM SPDR SERIES TRUST5.4K shares20.97%2025-12-312026-02-03history
OSCV ETF SER SOLUTIONS12.1K shares-20.58%2025-12-312026-02-03history
MCK MCKESSON CORP544 sharesnew addition2025-12-312026-02-03history
PMAY INNOVATOR ETFS TRUST11.3K shares0.00%2025-12-312026-02-03history
LRGF ISHARES TR6.4K shares-35.77%2025-12-312026-02-03history
ADME ETF SER SOLUTIONS8.7K shares-17.70%2025-12-312026-02-03history
FTNT FORTINET INC5.5K shares0.00%2025-12-312026-02-03history
Sponsored
PNOV INNOVATOR ETFS TRUST10.2K shares6.81%2025-12-312026-02-03history
EWJ ISHARES INC5.1K shares-0.19%2025-12-312026-02-03history
UAPR INNOVATOR ETFS TRUST12.6K shares-34.99%2025-12-312026-02-03history
VAW VANGUARD WORLD FD2.0K shares-4.42%2025-12-312026-02-03history
NSC NORFOLK SOUTHN CORP1.4K shares13.86%2025-12-312026-02-03history
BA BOEING CO1.8K shares5.82%2025-12-312026-02-03history
TRV TRAVELERS COMPANIES INC1.4K shares0.15%2025-12-312026-02-03history
UHS UNIVERSAL HLTH SVCS INC1.8K shares0.28%2025-12-312026-02-03history
Sponsored
EWU ISHARES TR9.0K shares1.12%2025-12-312026-02-03history
FIDU FIDELITY COVINGTON TRUST4.8K shares0.27%2025-12-312026-02-03history
MEDTRONIC PLC MEDTRONIC PLC4.1K shares20.46%2025-12-312026-02-03history
POCT INNOVATOR ETFS TRUST9.0K shares0.00%2025-12-312026-02-03history
BLACKROCK INC BLACKROCK INC368 shares97.85%2025-12-312026-02-03history
TLTD FLEXSHARES TR4.2K shares0.00%2025-12-312026-02-03history
DFAI DIMENSIONAL ETF TRUST10.2K shares0.67%2025-12-312026-02-03history
BKR BAKER HUGHES COMPANY8.4K shares0.46%2025-12-312026-02-03history
Sponsored
SPSM SPDR SERIES TRUST8.1K shares-2.52%2025-12-312026-02-03history
VDE VANGUARD WORLD FD3.0K shares5.29%2025-12-312026-02-03history
CGDV CAPITAL GROUP DIVIDEND VALUE8.6K shares-20.77%2025-12-312026-02-03history
PTLC PACER FDS TR6.6K sharesnew addition2025-12-312026-02-03history
UNP UNION PAC CORP1.6K shares-11.31%2025-12-312026-02-03history
CBOE CBOE GLOBAL MKTS INC1.4K shares0.00%2025-12-312026-02-03history
TMO THERMO FISHER SCIENTIFIC INC611 shares11.09%2025-12-312026-02-03history
KR KROGER CO5.6K shares-0.13%2025-12-312026-02-03history
Sponsored
MWA MUELLER WTR PRODS INC14.5K shares0.00%2025-12-312026-02-03history
IYK ISHARES TR5.1K shares53.90%2025-12-312026-02-03history
AN AUTONATION INC1.6K shares0.00%2025-12-312026-02-03history
PJUN INNOVATOR ETFS TRUST8.0K shares0.00%2025-12-312026-02-03history
UMAR INNOVATOR ETFS TRUST8.3K shares-2.93%2025-12-312026-02-03history
SHY ISHARES TR4.0K shares29.02%2025-12-312026-02-03history
YUM YUM BRANDS INC2.2K shares-33.14%2025-12-312026-02-03history
AON PLC AON PLC936 shares5.17%2025-12-312026-02-03history
Sponsored
VCRM VANGUARD MUN BD FDS4.3K shares31.35%2025-12-312026-02-03history
ESGV VANGUARD WORLD FD2.7K shares0.00%2025-12-312026-02-03history
MGK VANGUARD WORLD FD786 shares4.94%2025-12-312026-02-03history
PJUL INNOVATOR ETFS TRUST6.9K shares0.00%2025-12-312026-02-03history
MDYG SPDR SERIES TRUST3.5K shares0.00%2025-12-312026-02-03history
BMY BRISTOL-MYERS SQUIBB CO5.9K shares16.26%2025-12-312026-02-03history
EWL ISHARES INC5.3K shares0.72%2025-12-312026-02-03history
PFE PFIZER INC12.8K shares-6.97%2025-12-312026-02-03history
Sponsored
IEMG ISHARES INC4.7K shares-0.36%2025-12-312026-02-03history
VOE VANGUARD INDEX FDS1.8K shares3.55%2025-12-312026-02-03history
AMAT APPLIED MATLS INC1.2K sharesnew addition2025-12-312026-02-03history
LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares2.86%2025-12-312026-02-03history
BK BANK NEW YORK MELLON CORP2.7K shares1.17%2025-12-312026-02-03history
PSX PHILLIPS 662.4K shares33.50%2025-12-312026-02-03history
IEF ISHARES TR3.2K sharesnew addition2025-12-312026-02-03history
CIBR FIRST TR EXCHANGE TRADED FD4.3K shares0.19%2025-12-312026-02-03history
Sponsored
PEG PUBLIC SVC ENTERPRISE GRP IN3.8K shares0.71%2025-12-312026-02-03history
WFC WELLS FARGO CO NEW3.3K shares22.71%2025-12-312026-02-03history
FXN FIRST TR EXCHANGE TRADED FD18.2K shares21.97%2025-12-312026-02-03history
R RYDER SYS INC1.5K shares11.15%2025-12-312026-02-03history
IYM ISHARES TR1.9K shares9.33%2025-12-312026-02-03history
CSX CSX CORP8.1K shares0.65%2025-12-312026-02-03history
EZU ISHARES INC4.6K shares0.00%2025-12-312026-02-03history
MLM MARTIN MARIETTA MATLS INC469 shares12.47%2025-12-312026-02-03history
Sponsored
GLW CORNING INC3.3K sharesnew addition2025-12-312026-02-03history
FXO FIRST TR EXCHANGE TRADED FD4.8K shares1.24%2025-12-312026-02-03history
FCX FREEPORT-MCMORAN INC5.7K sharesnew addition2025-12-312026-02-03history
EPD ENTERPRISE PRODS PARTNERS L8.9K shares4.65%2025-12-312026-02-03history
HDV ISHARES TR2.4K shares-17.53%2025-12-312026-02-03history
AOR ISHARES TR4.4K shares0.09%2025-12-312026-02-03history
CNI CANADIAN NATL RY CO2.9K shares16.10%2025-12-312026-02-03history
CMI CUMMINS INC544 shares-3.89%2025-12-312026-02-03history
Sponsored
EATON CORP PLC EATON CORP PLC859 shares27.64%2025-12-312026-02-03history
MDYV SPDR SERIES TRUST3.2K shares0.00%2025-12-312026-02-03history
CITIGROUP INC CITIGROUP INC2.3K shares13.43%2025-12-312026-02-03history
Z ZILLOW GROUP INC3.9K shares0.00%2025-12-312026-02-03history
IYR ISHARES TR2.8K shares2.02%2025-12-312026-02-03history
AIA ISHARES TR2.7K shares-2.80%2025-12-312026-02-03history
FSTA FIDELITY COVINGTON TRUST5.3K shares-2.23%2025-12-312026-02-03history
XLU SELECT SECTOR SPDR TR6.1K shares94.20%2025-12-312026-02-03history
Sponsored
IWP ISHARES TR1.9K shares0.00%2025-12-312026-02-03history
LHX L3HARRIS TECHNOLOGIES INC880 shares18.60%2025-12-312026-02-03history
IAUM ISHARES GOLD TR5.9K shares0.00%2025-12-312026-02-03history
IHI ISHARES TR4.1K shares4.64%2025-12-312026-02-03history
LH LABCORP HOLDINGS INC1.0K shares14.16%2025-12-312026-02-03history
FXU FIRST TR EXCHANGE TRADED FD5.6K shares9.41%2025-12-312026-02-03history
EWC ISHARES INC4.7K shares1.36%2025-12-312026-02-03history
GE AEROSPACE GE AEROSPACE817 shares-8.00%2025-12-312026-02-03history
Sponsored
FTA FIRST TR EXCHANGE-TRADED ALP2.9K shares-15.93%2025-12-312026-02-03history
ENB ENBRIDGE INC5.2K sharesnew addition2025-12-312026-02-03history
UCON FIRST TR EXCHNG TRADED FD VI9.8K shares-9.68%2025-12-312026-02-03history
PH PARKER-HANNIFIN CORP277 sharesnew addition2025-12-312026-02-03history
VTES VANGUARD WELLINGTON FD2.4K shares0.00%2025-12-312026-02-03history
INTC INTEL CORP6.5K shares-8.00%2025-12-312026-02-03history
MFC MANULIFE FINL CORP6.6K sharesnew addition2025-12-312026-02-03history
IUSG ISHARES TR1.4K shares4.62%2025-12-312026-02-03history
Sponsored
DHR DANAHER CORPORATION1.0K shares-2.15%2025-12-312026-02-03history
AIT APPLIED INDL TECHNOLOGIES IN931 shares-0.53%2025-12-312026-02-03history
GWW WW GRAINGER INC236 sharesnew addition2025-12-312026-02-03history
BTCO INVESCO GALAXY BITCOIN ETF2.7K shares-1.23%2025-12-312026-02-03history
SEB SEABOARD CORP DEL53 sharesnew addition2025-12-312026-02-03history
CMF ISHARES TR4.1K shares0.99%2025-12-312026-02-03history
OCTZ ELEVATION SERIES TRUST5.5K shares-0.22%2025-12-312026-02-03history
CPRT COPART INC5.9K shares-2.04%2025-12-312026-02-03history
Sponsored
FLAX FRANKLIN TEMPLETON ETF TR7.8K shares5.37%2025-12-312026-02-03history
DFCA DIMENSIONAL ETF TRUST4.6K shares0.86%2025-12-312026-02-03history
NVS NOVARTIS AG1.7K sharesnew addition2025-12-312026-02-03history
MATX MATSON INC1.8K sharesnew addition2025-12-312026-02-03history
PLD PROLOGIS INC.1.8K sharesnew addition2025-12-312026-02-03history
JUCY ETF SER SOLUTIONS10.1K shares-12.23%2025-12-312026-02-03history
IVE ISHARES TR1.0K shares0.00%2025-12-312026-02-03history
BOCT INNOVATOR ETFS TRUST4.5K sharesnew addition2025-12-312026-02-03history
Sponsored
CB CHUBB LIMITED709 sharesnew addition2025-12-312026-02-03history
EEM ISHARES TR4.0K shares0.05%2025-12-312026-02-03history
NDAQ NASDAQ INC2.3K sharesnew addition2025-12-312026-02-03history
USB US BANCORP DEL4.1K sharesnew addition2025-12-312026-02-03history
SRE SEMPRA2.5K shares8.66%2025-12-312026-02-03history
UOCT INNOVATOR ETFS TRUST5.6K shares0.00%2025-12-312026-02-03history
RSPS INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2025-12-312026-02-03history
CLX CLOROX CO DEL2.1K shares-10.19%2025-12-312026-02-03history
Sponsored
QRVO QORVO INC2.6K shares0.00%2025-12-312026-02-03history
ASTS AST SPACEMOBILE INC3.0K sharesnew addition2025-12-312026-02-03history
FCOM FIDELITY COVINGTON TRUST2.9K shares-2.50%2025-12-312026-02-03history
VRTX VERTEX PHARMACEUTICALS INC470 sharesnew addition2025-12-312026-02-03history
XT ISHARES TR3.0K sharesnew addition2025-12-312026-02-03history
TEVA TEVA PHARMACEUTICAL INDS LTD6.6K sharesnew addition2025-12-312026-02-03history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.4K shares-4.79%2025-12-312026-02-03history
VWOB VANGUARD WHITEHALL FDS3.0K shares0.00%2025-12-312026-02-03history
Sponsored
SLB SLB LIMITED5.3K sharesnew addition2025-12-312026-02-03history
VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2025-12-312026-02-03history
PKW INVESCO EXCHANGE TRADED FD T1.5K sharesnew addition2025-12-312026-02-03history
IWO ISHARES TR629 shares0.16%2025-12-312026-02-03history
PSEP INNOVATOR ETFS TRUST4.6K sharesnew addition2025-12-312026-02-03history
ETY EATON VANCE TAX-MANAGED DIVE10.1K shares-14.36%2025-12-312026-02-03history
F FORD MTR CO11.6K shares6.07%2025-12-312026-02-03history
EXK ENDEAVOUR SILVER CORP15.0K shares0.00%2025-12-312026-02-03history
Sponsored
CGO CALAMOS GLOBAL TOTAL RETURN11.3K sharesnew addition2025-12-312026-02-03history
ALTO ALTO INGREDIENTS INC24.0K shares0.00%2025-12-312026-02-03history
PROP PRAIRIE OPER CO16.9K sharesnew addition2025-12-312026-02-03history
CGTX COGNITION THERAPEUTICS INC10.0K shares0.00%2025-12-312026-02-03history
IMUX IMMUNIC INC10.4K shares0.00%2025-12-312026-02-03history

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