The Analysis of RICHARDSON FINANCIAL SERVICES INC.'s Holdings
Currently, RICHARDSON FINANCIAL SERVICES INC. holds 598 types of securities in its portfolio with a total value $309.4M. In the most recent quarter, they have increased their positions in ABBNY (+14 shares, valued at $144.7M), XLK (+6.1K shares, valued at $871.5K), SPDW (+12.7K shares, valued at $566.0K); decreased their positions in V (-2.5K shares, valued at $864.3K), IVV (-2.0K shares, valued at $860.0K), XLV (-6.8K shares, valued at $523.9K); initiated new positions in ABBNY (+14 shares, valued at $144.7M), XLK (+6.1K shares, valued at $871.5K), FLCH (+20.7K shares, valued at $493.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ABBNY ABB Ltd14 sharesnew addition2025-12-312026-01-22
SPYM ST STR SPDR S&P 500 ETF101.5K shares-2.93%2025-12-312026-01-22
AAPL APPLE INC27.3K shares-0.24%2025-12-312026-01-22
VTV VANGUARD VALUE ETF35.2K shares1.47%2025-12-312026-01-22
VUG VANGUARD GROWTH ETF13.9K shares-2.79%2025-12-312026-01-22
NVDA NVIDIA CORP23.1K shares-5.85%2025-12-312026-01-22
SPDW SPDR DEV WORLD EX-US ETF91.9K shares16.10%2025-12-312026-01-22
MSFT MICROSOFT CORPORATION6.5K shares0.37%2025-12-312026-01-22
HYG ISHS IBOX $ H/Y CORP ETF37.8K shares1.91%2025-12-312026-01-22
SPEM SPDR EMERG MKTS ETF61.8K shares-4.19%2025-12-312026-01-22
IEUR ISHARES CORE MSCI EUROPE ETF39.2K shares-1.96%2025-12-312026-01-22
IEMG ISHS CORE MSCI E/MKT ETF36.1K shares-7.60%2025-12-312026-01-22
VBK VANGUARD SMALL CAP GROWTH ETF6.4K shares-5.77%2025-12-312026-01-22
AMZN AMAZON.COM INC9.5K shares3.85%2025-12-312026-01-22
VWO VANGUARD FTSE EMERGING MARKETS ETF18.4K shares0.53%2025-12-312026-01-22
VYM Vanguard High Dividend Yield ETF1.5K shares0.00%2025-12-312026-01-22
JPM JPMORGAN CHASE & CO5.3K shares1.61%2025-12-312026-01-22
VBR VANGUARD SMALL CAP VALUE ETF7.7K shares3.55%2025-12-312026-01-22
SHYG ISHARES 0-5 YEAR HIGH YIELD CORP ETF38.0K shares13.20%2025-12-312026-01-22
SPSM ST STR SPDR S&P 600 ETF31.1K shares-22.57%2025-12-312026-01-22
SPY SPDR S&P 500 ETF2.3K shares5.56%2025-12-312026-01-22
IPAC ISHARES CORE MSCI PACIFIC ETF19.4K shares-0.62%2025-12-312026-01-22
MA MASTERCARD INC A2.4K shares1.46%2025-12-312026-01-22
SPTL ST STR SPDR LNG TERM ETF42.1K shares87.97%2025-12-312026-01-22
SPMD ST STR SPDR S&P 400 ETF19.0K shares-0.62%2025-12-312026-01-22
BROADCOM INC BROADCOM INC3.2K shares6.18%2025-12-312026-01-22
MGK VNGRD MEGA CAP GRWTH ETF2.6K shares0.43%2025-12-312026-01-22
VEA VNGRD FTSE DEV MKTS ETF44.9K shares0.02%2025-12-312026-01-22
META META PLATFORMS INC A1.6K shares1.47%2025-12-312026-01-22
HD HOME DEPOT INC3.0K shares1.87%2025-12-312026-01-22
IUSB ISHS CORE UNVL USD ETF22.4K shares9.66%2025-12-312026-01-22
MCD MCDONALDS CORP3.4K shares2.40%2025-12-312026-01-22
TSLA TESLA INC2.3K shares-14.96%2025-12-312026-01-22
BBUS JPMORGAN BETABUILDERS US EQY ETF8.0K shares7.28%2025-12-312026-01-22
TMUS T-MOBILE US, INC.4.9K shares0.00%2025-12-312026-01-22
SRLN ST STR BLACKSTONE LN ETF23.2K shares5.36%2025-12-312026-01-22
GWX SPDR S&P INTL SMCP ETF19.3K shares-1.06%2025-12-312026-01-22
CTAS CINTAS CORP5.1K shares1.08%2025-12-312026-01-22
ISRG INTUITIVE SURGICAL NEW1.7K shares9.37%2025-12-312026-01-22
WMT WALMART INC8.2K shares0.02%2025-12-312026-01-22
XLC COMMUNICATION SVCS SELECT SECTOR SPDR7.7K shares-8.39%2025-12-312026-01-22
VB VANGUARD SMALL CAP ETF5.0K shares1.48%2025-12-312026-01-22
COST COSTCO WHOLESALE CORP1.0K shares-4.15%2025-12-312026-01-22
XLK TECH SEL SECT SPDR ETF6.1K sharesnew addition2025-12-312026-01-22
XLP CONS STPLS SEL SPDR ETF11.2K shares-6.03%2025-12-312026-01-22
TMO THERMO FISHER SCIENTIFIC1.5K shares1.69%2025-12-312026-01-22
BNDX VANGUARD TOTAL INT'L BOND ETF12.6K shares1.87%2025-12-312026-01-22
AMD ADVANCED MICRO DEVICES3.9K shares-0.89%2025-12-312026-01-22
TT TRANE TECHNOLOGIES PLC2.0K shares0.00%2025-12-312026-01-22
VNQ VNGRD REAL EST INDX ETF8.7K shares0.13%2025-12-312026-01-22
TJX TJX COS INC NEW5.1K shares2.97%2025-12-312026-01-22
LLY ELI LILLY & CO694 shares46.41%2025-12-312026-01-22
BND VANGUARD TOTAL BOND MARKET ETF8.5K shares-0.31%2025-12-312026-01-22
SNPS SYNOPSYS INC1.5K shares0.14%2025-12-312026-01-22
NEE NEXTERA ENERGY INC8.5K shares0.46%2025-12-312026-01-22
COF CAPITAL ONE FINL CORP2.8K shares2.37%2025-12-312026-01-22
IWM ISHS RUSS 2000 INDX ETF2.7K shares10.77%2025-12-312026-01-22
MGV VNGRD MEGA CAP VAL ETF4.6K shares0.83%2025-12-312026-01-22
EMB ISHARES JPMORGAN USD EMERG MARKETS BOND6.6K shares-20.77%2025-12-312026-01-22
VTI Vanguard Total Stock Market ETF2.2K shares0.00%2025-12-312026-01-22
CERY SPDR BLOOMBERG ENCD RL YLD CM ETF21.5K shares-27.55%2025-12-312026-01-22
IJH ISHARES CORE S&P MID CAP ETF9.2K shares1.54%2025-12-312026-01-22
HYS PIMCO 0-5Y H/Y CORP ETF6.3K shares-8.43%2025-12-312026-01-22
NOC NORTHROP GRUMMAN CORP940 shares-0.84%2025-12-312026-01-22
IWR ISHARES RUSSELL MID CAP ETF6.0K shares48.84%2025-12-312026-01-22
CRM SALESFORCE INC2.2K shares14.15%2025-12-312026-01-22
AWK AMER WATER WORKS COMPANY4.3K shares-0.81%2025-12-312026-01-22
VSS VNGRD ALL WRLD SMCP ETF3.7K shares-14.89%2025-12-312026-01-22
IEFA ISHS CORE MSCI EAFE ETF5.9K shares2.60%2025-12-312026-01-22
VTEB Vanguard Tax-Exempt Bond ETF19.8K shares-4.89%2025-12-312026-01-22
V VISA INC CL A1.5K shares-62.71%2025-12-312026-01-22
EOG EOG RESOURCES INC4.9K shares0.80%2025-12-312026-01-22
PANW PALO ALTO NETWORKS INC2.8K shares4.52%2025-12-312026-01-22
CME CME GROUP INC CL A1.8K shares-0.27%2025-12-312026-01-22
GLD SPDR GOLD TRUST GOLD ETF1.3K shares-16.08%2025-12-312026-01-22
FLCH FRANKLIN FTSE CHINA ETF20.7K sharesnew addition2025-12-312026-01-22
BBIN JPM BETABLDR INTL EQ ETF6.6K shares13.29%2025-12-312026-01-22
USMV ISHS USA MIN VOL FCT ETF5.0K shares-12.64%2025-12-312026-01-22
HYD VANECK HI YLD MUN ETF5.9K shares-6.96%2025-12-312026-01-22
XLSR SPDR SSGA US Sector Rotation ETF1.7K shares0.00%2025-12-312026-01-22
PH PARKER HANNIFIN CORP511 shares-47.96%2025-12-312026-01-22
SPAB ST STR AGGREGATE BD ETF17.2K shares26.33%2025-12-312026-01-22
VRTX VERTEX PHARMS INC952 shares1.06%2025-12-312026-01-22
TFI ST STR NUV ICE MUNI ETF9.4K shares1.34%2025-12-312026-01-22
IBM INTL BUSINESS MACHS CORP1.4K shares4.00%2025-12-312026-01-22
EQIX EQUINIX, INC.552 shares3580.00%2025-12-312026-01-22
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF6.2K shares-8.36%2025-12-312026-01-22
EFAV ISHARES TR MSCI EAFE MIN VL4.8K shares-17.94%2025-12-312026-01-22
LQD ISHS INVSTMNT BD ETF2.4K shares-0.59%2025-12-312026-01-22
VNQI VNGRD US R/EST IDX ETF8.9K shares-4.62%2025-12-312026-01-22
WMB WILLIAMS COS INC DEL6.8K shares4.44%2025-12-312026-01-22
VLTO Veralto Corp1 sharesnew addition2025-12-312026-01-22
PM PHILIP MORRIS INTERNATIONAL INC2.4K shares5.29%2025-12-312026-01-22
ORCL ORACLE CORP2.0K shares-11.40%2025-12-312026-01-22
BAC BANK AMERICA CORP7.8K shares7.82%2025-12-312026-01-22
ABBV ABBVIE INC1.7K shares1.45%2025-12-312026-01-22
TFLO ISHARES TREASURY FLOATNG RATE BD ETF7.4K shares-8.69%2025-12-312026-01-22
CB CHUBB LTD1.2K shares33.04%2025-12-312026-01-22
NFLX NETFLIX INC4.1K shares1034.36%2025-12-312026-01-22
VXUS Vanguard Total International Stock ETF6.6K shares0.00%2025-12-312026-01-22
KLAC KLA CORP304 shares9.75%2025-12-312026-01-22
CVX CHEVRON CORP2.4K shares3.96%2025-12-312026-01-22
VOE VNGRD MDCP VAL ETF2.0K shares0.74%2025-12-312026-01-22
BIV Vanguard Interm-Term Bond ETF2.2K shares4.17%2025-12-312026-01-22
USHY ISHS BRD USD H/Y CRP ETF9.6K shares12.49%2025-12-312026-01-22
KO COCA COLA COMPANY5.0K shares19.90%2025-12-312026-01-22
BSV Vanguard Short-Term Bond ETF3.0K shares6.53%2025-12-312026-01-22
SPTI ST STRT SPDR PRTFL INTDT TM TSRY ETF11.3K shares4.77%2025-12-312026-01-22
XEMD BNDBLOXX JPM USD EMR MK 1 10 YR ETF7.4K sharesnew addition2025-12-312026-01-22
ETR ENTERGY CORP NEW3.6K shares0.00%2025-12-312026-01-22
VXF VNGRD EXTND MARKET ETF1.6K shares1.77%2025-12-312026-01-22
VZ VERIZON COMMUNICATIONS, INC.7.8K shares7.81%2025-12-312026-01-22
T AT&T INC12.6K shares3.68%2025-12-312026-01-22
HCA HCA HEALTHCARE INC665 shares-4.32%2025-12-312026-01-22
MO ALTRIA GROUP INC5.4K shares14.05%2025-12-312026-01-22
PG PROCTER & GAMBLE CO2.3K shares11.93%2025-12-312026-01-22
EMHC ST STRET SPDR BLMBG EMG MRKT USD ETF12.0K shares-6.09%2025-12-312026-01-22
VOT VNGRD MDCP GRW ETF1.1K shares0.84%2025-12-312026-01-22
PWR QUANTA SERVICES INC706 sharesnew addition2025-12-312026-01-22
CSCO CISCO SYSTEMS INC4.1K shares76.25%2025-12-312026-01-22
UNH UNITEDHEALTH GROUP INC892 shares42.04%2025-12-312026-01-22
TOTL ST STR DOUBLE T/RET ETF7.3K shares33.25%2025-12-312026-01-22
IVV ISHARES CORE S&P 500 ETF677 shares-75.06%2025-12-312026-01-22
PFE PFIZER INC11.3K shares128.78%2025-12-312026-01-22
F FORD MOTOR CO19.6K shares104.17%2025-12-312026-01-22
BLV Vanguard Long-Term Bond ETF1.6K shares7.24%2025-12-312026-01-22
TSM TAIWAN SEMICON MFG CO455 shares15.19%2025-12-312026-01-22
AEP AMER ELEC PWR CO INC2.2K shares-2.23%2025-12-312026-01-22
PEP PEPSICO INC1.7K shares-24.14%2025-12-312026-01-22
USB U S BANCORP DE NEW4.9K shares2.81%2025-12-312026-01-22
CFG CITIZENS FINANCIAL GROUP INC4.2K shares-2.68%2025-12-312026-01-22
CINF CINCINNATI FINL CORP1.5K shares-3.28%2025-12-312026-01-22
VMBS VANGUARD MORTGAGE BACKED SEC IDX ETF5.2K shares5.30%2025-12-312026-01-22
GLDM SPDR GOLD MINISHARES2.8K sharesnew addition2025-12-312026-01-22
INTU INTUIT INC359 shares603.92%2025-12-312026-01-22
OMC OMNICOM GROUP INC2.8K shares104.66%2025-12-312026-01-22
ASML ASML HOLDING NV204 shares16.57%2025-12-312026-01-22
SCHP SCHWAB US TIPS ETF8.2K shares-13.67%2025-12-312026-01-22
SRE SEMPRA2.4K shares2.61%2025-12-312026-01-22
ORLY O REILLY AUTOMOTIVE INC2.3K shares1.53%2025-12-312026-01-22
D DOMINION ENERGY INC3.6K shares31.57%2025-12-312026-01-22
FTSL FT SENIOR LOAN FD ETF4.5K shares0.00%2025-12-312026-01-22
ADBE ADOBE INC571 shares-67.13%2025-12-312026-01-22
NVT NVENT ELECTRIC PLC1.9K shares0.74%2025-12-312026-01-22
RF REGIONS FINL CORP NEW7.1K shares-4.05%2025-12-312026-01-22
NI NISOURCE INC4.6K shares-7.44%2025-12-312026-01-22
PLD PROLOGIS, INC.1.5K shares40.62%2025-12-312026-01-22
IGLB ISHS 10 INV GR CORP ETF3.7K shares-3.10%2025-12-312026-01-22
XOM EXXON MOBIL CORP1.5K shares-71.32%2025-12-312026-01-22
JNJ JOHNSON & JOHNSON914 shares41.71%2025-12-312026-01-22
EWC ISHS MSCI CANADA ETF2.6K shares-4.58%2025-12-312026-01-22
GOVT ISHARES US TREASURY BOND7.8K shares0.30%2025-12-312026-01-22
ES EVERSOURCE ENERGY2.7K shares31.65%2025-12-312026-01-22
FE FIRSTENERGY CORP4.0K shares-0.25%2025-12-312026-01-22
MS MORGAN STANLEY987 shares8.34%2025-12-312026-01-22
OMF ONEMAIN HOLDINGS, INC.2.6K shares232.05%2025-12-312026-01-22
GILD GILEAD SCIENCES INC1.4K shares-3.40%2025-12-312026-01-22
QRVO QORVO INC2.1K shares-18.29%2025-12-312026-01-22
CRH PLC CRH PLC1.4K shares23.04%2025-12-312026-01-22
CAT CATERPILLAR INC301 shares86.96%2025-12-312026-01-22
SYK STRYKER CORP487 shares32.70%2025-12-312026-01-22
DTE DTE ENERGY CO1.3K shares-2.95%2025-12-312026-01-22
USIG ISHS USD INVT GRD BD ETF3.2K shares0.22%2025-12-312026-01-22
MET METLIFE INC2.1K shares-1.40%2025-12-312026-01-22
DHR DANAHER CORP724 shares201.67%2025-12-312026-01-22
GIS GENERAL MILLS INC3.5K shares58.17%2025-12-312026-01-22
FITB FIFTH THIRD BANCORP4.2K shares-46.93%2025-12-312026-01-22
GS GOLDMAN SACHS GROUP INC184 shares8.88%2025-12-312026-01-22
SLB SLB LTD4.1K shares78.34%2025-12-312026-01-22
ABNB AIRBNB INC CL A1.1K shares0.00%2025-12-312026-01-22
LMT LOCKHEED MARTIN CORP318 shares-6.47%2025-12-312026-01-22
TIPX ST SRT SPDR BMBG 1 10 YR TP ETF8.1K shares-5.64%2025-12-312026-01-22
SHM ST STR SPDR ICE S/T ETF3.3K shares-2.81%2025-12-312026-01-22
PEG PUBLIC SERVICE ENTER GROUP, INC.1.8K shares-9.05%2025-12-312026-01-22
ADP AUTOMATIC DATA PROCESSING INC565 shares5.61%2025-12-312026-01-22
CSX CSX CORP4.0K shares1.99%2025-12-312026-01-22
IWS ISHARES RUSSELL MID CAP VALUE ETF1.0K shares0.00%2025-12-312026-01-22
DIS WALT DISNEY CO1.2K shares4.75%2025-12-312026-01-22
AXP AMERN EXPRESS CO379 shares12.46%2025-12-312026-01-22
JIVE JPMORGAN INTERNATIONAL VALUE ETF1.7K shares22.01%2025-12-312026-01-22
FNF FIDELITY NATL FINL INC2.6K shares-2.66%2025-12-312026-01-22
EBND SPDR BLOOMBERG BARCLAYS EM LOCAL BD6.4K shares-3.60%2025-12-312026-01-22
EXC EXELON CORPORATION3.2K shares22.01%2025-12-312026-01-22
INTC INTEL CORP4.1K shares530.92%2025-12-312026-01-22
BBVA BANCO BILBAO VIZCAYA ADR5.7K shares12.38%2025-12-312026-01-22
KMB KIMBERLY CLARK CORP1.3K shares584.21%2025-12-312026-01-22
XPO XPO INC965 shares0.00%2025-12-312026-01-22
ADI ANALOG DEVICES INC481 shares25.59%2025-12-312026-01-22
VO VANGUARD MID CAP ETF446 shares2.06%2025-12-312026-01-22
UPS UPS INC B1.3K shares-44.13%2025-12-312026-01-22
JTEK JPMORGAN U S TECH LEADERS ETF1.4K sharesnew addition2025-12-312026-01-22
SPIB ST STR SPDR INTERMED ETF3.8K shares-26.81%2025-12-312026-01-22
Nestle SA ADR Nestle SA ADR10 sharesnew addition2025-12-312026-01-22
CMI CUMMINS INC233 shares13.66%2025-12-312026-01-22
MUB ISHS NATL MUNI BD ETF1.1K shares-5.53%2025-12-312026-01-22
SJNK ST STR BLMBRG S/T ETF4.7K shares0.71%2025-12-312026-01-22
AZN ASTRAZENECA PLC ADR1.3K shares14.21%2025-12-312026-01-22
UNM UNUM GROUP1.5K shares-3.24%2025-12-312026-01-22
SPTS ST STR SPDR S/T TREA ETF4.0K shares-17.42%2025-12-312026-01-22
PZA INV NATL AMT FRE MUN ETF5.4K shares-10.25%2025-12-312026-01-22
JIG JPMORGAN INTERNATIONAL GROWTH ETF1.5K shares7.67%2025-12-312026-01-22
CMCSA COMCAST CORP A NEW1.0K shares212.62%2025-12-312026-01-22
BUD ANHEUSER BUSCH INBEV1.7K shares0.77%2025-12-312026-01-22
NKE NIKE INC B1.7K shares39.79%2025-12-312026-01-22
RTX RAYTHEON TECHNOLOGIES CORP590 sharesnew addition2025-12-312026-01-22
MTUM ISHARES TR MSCI USA MMENTM422 shares1.20%2025-12-312026-01-22
EEMA ISHARES MSCI EMERGING MARKETS AS ETF1.1K shares0.00%2025-12-312026-01-22
TD TORONTO DOMINION BK1.1K shares12.42%2025-12-312026-01-22
WM WASTE MANAGEMENT, INC.472 shares79.47%2025-12-312026-01-22
WFC WELLS FARGO & CO NEW1.1K shares12.63%2025-12-312026-01-22
SW SMURFIT WESTROCK PLC2.6K sharesnew addition2025-12-312026-01-22
IRM IRON MOUNTAIN INC1.2K shares16.04%2025-12-312026-01-22
TFC TRUIST FINANCIAL CORP2.1K shares33.31%2025-12-312026-01-22
XEL XCEL ENERGY INC1.4K shares24.77%2025-12-312026-01-22
PFG PRINCIPAL FINANCIAL GROUP INC1.1K shares0.00%2025-12-312026-01-22
MEDTRONIC PLC MEDTRONIC PLC1.0K shares25150.00%2025-12-312026-01-22
FN FABRINET211 shares12.23%2025-12-312026-01-22
SO SOUTHERN COMPANY1.1K shares21.10%2025-12-312026-01-22
MCK MCKESSON CORP116 shares-10.77%2025-12-312026-01-22
SPLB ST STR SPDR LNG TERM ETF4.1K shares824.15%2025-12-312026-01-22
LDOS LEIDOS HOLDINGS INC517 shares13.38%2025-12-312026-01-22
ABT ABBOTT LABORATORIES744 shares9.90%2025-12-312026-01-22
MBB ISHS MBS ETF914 shares-8.05%2025-12-312026-01-22
TM TOYOTA MOTOR ADR REP 10 CORP406 shares41.96%2025-12-312026-01-22
RWR ST STR SPDR DJ REIT ETF884 shares-25.59%2025-12-312026-01-22
G GENPACT LTD1.8K shares12.32%2025-12-312026-01-22
AMGN AMGEN INC258 shares4.03%2025-12-312026-01-22
VLO VALERO ENERGY CORP515 shares7.52%2025-12-312026-01-22
MMC MARSH & MCLENNAN COS INC406 shares-0.25%2025-12-312026-01-22
SAN BANCO SANTANDER S A ADR7.0K shares12.25%2025-12-312026-01-22
CBOE CBOE GLOBAL MARKETS INC325 shares591.49%2025-12-312026-01-22
EIX EDISON INTL1.3K sharesnew addition2025-12-312026-01-22
AEE AMEREN CORP798 sharesnew addition2025-12-312026-01-22
SMFG SUMITOMO MITSUI FINL4.0K shares11.32%2025-12-312026-01-22
SPYG ST STR S&P 500 GRWTH ETF730 shares5.19%2025-12-312026-01-22
BIIB BIOGEN INC437 shares0.00%2025-12-312026-01-22
ZTS ZOETIS, INC.610 shares-76.21%2025-12-312026-01-22
RY ROYAL BANK CDA MONTREAL446 shares12.34%2025-12-312026-01-22
STRL STERLING INFRASTRUCTURE INC238 shares2.15%2025-12-312026-01-22
PGR PROGRESSIVE CORP OH319 shares62.76%2025-12-312026-01-22
BBHY JPMORGAN BETA YIELD CORP BND ETF1.6K shares7.66%2025-12-312026-01-22
WSM WILLIAMS SONOMA INC401 shares12.96%2025-12-312026-01-22
DVY ISHS SEL DIV ETF494 shares0.00%2025-12-312026-01-22
BA BOEING COMPANY317 shares196.26%2025-12-312026-01-22
SPTM ST STR SPDR 1500 COM ETF826 shares0.49%2025-12-312026-01-22
ACGL ARCH CAPITAL GROUP LTD706 shares68.90%2025-12-312026-01-22
LOGI LOGITECH INTL SA663 shares101.52%2025-12-312026-01-22
RPRX ROYALTY PHARMA PLC A1.7K shares12.33%2025-12-312026-01-22
RWX SPDR DJ INTL RL EST ETF2.3K shares-1.30%2025-12-312026-01-22
CEG CONSTELLATN ENERGY CORP186 shares14.11%2025-12-312026-01-22
OKE ONEOK INC890 shares456.25%2025-12-312026-01-22
CPA COPA HOLDINGS SA CL A537 shares11.88%2025-12-312026-01-22
JMTG JPMorgan Mortgage-Backed Securities ETF106 sharesnew addition2025-12-312026-01-22
ROP ROPER TECHNOLOGIES INC140 shares-77.42%2025-12-312026-01-22
IWF ISHARES RUSSELL 1000 GROWTH ETF172 shares0.00%2025-12-312026-01-22
AFL AFLAC INC547 shares12.55%2025-12-312026-01-22
ENSG ENSIGN GROUP INC346 shares18.49%2025-12-312026-01-22
IWD iShares Russell 1000 Value ETF285 shares0.00%2025-12-312026-01-22
VCIT VANGUARD INTERM-TM CORP BD IDX711 shares4.56%2025-12-312026-01-22
ALLE ALLEGION PUBLIC LTD374 shares13.68%2025-12-312026-01-22
NVS NOVARTIS AG SPON ADR422 shares-30.48%2025-12-312026-01-22
GFI GOLD FIELDS LTD ADR NEW1.3K shares-33.95%2025-12-312026-01-22
WHR WHIRLPOOL CORP790 sharesnew addition2025-12-312026-01-22
WSO WATSCO INC A165 shares-5.71%2025-12-312026-01-22
SPG SIMON PPTY GRP INC NEW292 shares11.45%2025-12-312026-01-22
ULST SPDR SSgA Ultra Short Term Bond ETF9.6K shares0.00%2025-12-312026-01-22
SU SUNCOR ENERGY INC NEW1.2K shares71.88%2025-12-312026-01-22
BBY BEST BUY CO., INC.800 shares56.86%2025-12-312026-01-22
WTFC WINTRUST FINANCIAL CORP366 shares17.31%2025-12-312026-01-22
HSY HERSHEY COMPANY281 shares12.85%2025-12-312026-01-22
HRB H&R BLOCK INC1.1K shares-11.67%2025-12-312026-01-22
IWX ISHARES RUSSELL TOP 200 VALUE ETF530 sharesnew addition2025-12-312026-01-22
SONY SONY GROUP CORP ADR NEW1.9K sharesnew addition2025-12-312026-01-22
WELL WELLTOWER INC257 shares851.85%2025-12-312026-01-22
WBD WARNER BROS. DISCOVERY SRS A1.6K shares226.14%2025-12-312026-01-22
SNOW SNOWFLAKE INC214 shares0.00%2025-12-312026-01-22
EATON CORP PLC EATON CORP PLC147 sharesnew addition2025-12-312026-01-22
CMS CMS ENERGY CORP660 shares0.00%2025-12-312026-01-22
UGI UGI CORP NEW1.2K sharesnew addition2025-12-312026-01-22
QLYS QUALYS INC345 shares126.97%2025-12-312026-01-22
BWX SPDR BLMBERG INTL BD ETF2.0K shares103.50%2025-12-312026-01-22
TILE INTERFACE INC1.6K shares4.65%2025-12-312026-01-22
ITOT ISHARES TOTAL US STOCK MARKET ETF299 shares0.00%2025-12-312026-01-22
STERIS PLC STERIS PLC175 sharesnew addition2025-12-312026-01-22
PRIM PRIMORIS SERVICES CORP349 shares8.72%2025-12-312026-01-22
LGND LIGAND PHARMS INC NEW228 shares8.57%2025-12-312026-01-22
OSIS OSI SYSTEMS INC169 shares17.36%2025-12-312026-01-22
PAYX PAYCHEX INC380 shares-1.81%2025-12-312026-01-22
CHKP CHECK POINT SFTWARE TECH229 shares12.25%2025-12-312026-01-22
IJR ISHS CORE S&P SMCP ETF351 sharesnew addition2025-12-312026-01-22
AYI ACUITY INC117 shares17.00%2025-12-312026-01-22
IWP ISHARES RUSSELL MID CAP GROWTH ETF304 shares0.00%2025-12-312026-01-22
HURN HURON CONSULTING GRP INC238 shares22.05%2025-12-312026-01-22
IP INTL PAPER COMPANY1.0K shares-80.70%2025-12-312026-01-22
FPEI FT INSTL PFD SEC INC ETF410 shares0.24%2025-12-312026-01-22
LAZARD INC LAZARD INC815 shares0.00%2025-12-312026-01-22
MMS MAXIMUS INC451 shares29.60%2025-12-312026-01-22
EVTC EVERTEC INC1.3K shares73.66%2025-12-312026-01-22
PLMR PALOMAR HOLDINGS INC286 shares31.80%2025-12-312026-01-22
KEY KEYCORP NEW1.8K sharesnew addition2025-12-312026-01-22
DORM DORMAN PRODS INC306 shares25.41%2025-12-312026-01-22
CNO CNO FINANCIAL GROUP INC868 sharesnew addition2025-12-312026-01-22
VIPS VIPSHOP HLDGS LTD2.1K shares153.75%2025-12-312026-01-22
Fujitsu Ltd Fujitsu Ltd55 sharesnew addition2025-12-312026-01-22
NXPI NXP SEMICONDUCTORS NV165 shares-92.36%2025-12-312026-01-22
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF705 shares-1.81%2025-12-312026-01-22
AMAT APPLIED MATERIALS INC136 shares14.29%2025-12-312026-01-22
NOW SERVICENOW INC225 shares492.11%2025-12-312026-01-22
EXEL EXELIXIS INC783 shares30.72%2025-12-312026-01-22
NFG NATIONAL FUEL GAS CO425 shares18.06%2025-12-312026-01-22
ITOCHU Corp ITOCHU Corp6 sharesnew addition2025-12-312026-01-22
EME EMCOR GROUP INC55 shares71.88%2025-12-312026-01-22
AGG ISHS CORE US AGGR BD ETF332 sharesnew addition2025-12-312026-01-22
IWO iShares Russell 2000 Growth ETF52 shares0.00%2025-12-312026-01-22
URBN URBAN OUTFITTERS INC432 shares90.31%2025-12-312026-01-22
TRMK TRUSTMARK CORP817 shares9.96%2025-12-312026-01-22
PRDO PERDOCEO EDUCATION CORP1.1K shares29.19%2025-12-312026-01-22
IJT ISHS S&P SMCP600 GRW ETF224 shares0.00%2025-12-312026-01-22
ESI ELEMENT SOLUTIONS INC1.2K shares32.13%2025-12-312026-01-22
RFI Cohen & Steers Tot Ret Realty1.0K shares0.00%2025-12-312026-01-22
AM ANTERO MIDSTREAM CORP1.7K shares33.44%2025-12-312026-01-22
SIG SIGNET JEWELERS LTD368 sharesnew addition2025-12-312026-01-22
BRC BRADY CORP CL A389 shares72.12%2025-12-312026-01-22
GRMN GARMIN LTD150 shares12.78%2025-12-312026-01-22
MU MICRON TECHNOLOGY INC104 shares6.12%2025-12-312026-01-22
FISR SPDR SSGA Fixed Inc Sect Rotation ETF2.2K shares-52.45%2025-12-312026-01-22
DTM DT MIDSTREAM INC244 shares62.67%2025-12-312026-01-22
PNR PENTAIR PLC280 shares12.45%2025-12-312026-01-22
SPBO STATE STRET SPDR PRTFL CRPRT BND ETF989 shares-2.27%2025-12-312026-01-22
NTAP NETAPP INC270 shares-44.21%2025-12-312026-01-22
QCOM QUALCOMM INC168 shares90.91%2025-12-312026-01-22
RNG RINGCENTRAL, INC.991 shares28.87%2025-12-312026-01-22
VYMI Vanguard Intl Hi Div Yld Idx ETF1.9K shares0.00%2025-12-312026-01-22
VIRT VIRTU FINANCIAL INC A833 shares36.11%2025-12-312026-01-22
SON SONOCO PRODUCTS CO635 shares-79.81%2025-12-312026-01-22
JBND JPMORGAN ACTIVE BOND ETF498 sharesnew addition2025-12-312026-01-22
FANG DIAMONDBACK ENERGY INC176 shares245.10%2025-12-312026-01-22
FIVN FIVE9 INC1.3K shares34.22%2025-12-312026-01-22
YOU CLEAR SECURE INC A751 shares31.06%2025-12-312026-01-22
ESS ESSEX PROPERTY TRUST INC100 shares0.00%2025-12-312026-01-22
FRSH FRESHWORKS INC A2.1K shares34.62%2025-12-312026-01-22
IJS ISHS S&P SMCP600 VAL ETF224 shares0.00%2025-12-312026-01-22
YETI YETI HOLDINGS INC571 sharesnew addition2025-12-312026-01-22
FDX FedEx Corp2 sharesnew addition2025-12-312026-01-22
BP BP PLC ADR100 shares0.00%2025-12-312026-01-22
WTS WATTS WATER TECH INC91 shares30.00%2025-12-312026-01-22
LHX L3HARRIS TECH, INC.85 shares0.00%2025-12-312026-01-22
HALO HALOZYME THERAPEUTICS368 shares-13.21%2025-12-312026-01-22
APD AIR PDTS & CHEMICALS INC100 shares3233.33%2025-12-312026-01-22
SPMB ST STR SPDR MTG BACK ETF1.1K shares-1.90%2025-12-312026-01-22
UNP UNION PACIFIC CORP104 shares76.27%2025-12-312026-01-22
CR CRANE CO NEW130 shares28.71%2025-12-312026-01-22
IEF ISHS 7-10Y TRSY ETF117 shares963.64%2025-12-312026-01-22
BMY BRISTOL MYERS SQUIBB CO440 shares2.33%2025-12-312026-01-22
NMRK NEWMARK GROUP INC A1.4K shares28.26%2025-12-312026-01-22
CRL CHARLES RVR LAB INTL118 sharesnew addition2025-12-312026-01-22
CARG CARGURUS INC605 sharesnew addition2025-12-312026-01-22
ACLS AXCELIS TECHS INC NEW277 shares37.13%2025-12-312026-01-22
KHC The Kraft Heinz Co66 shares0.00%2025-12-312026-01-22
AMPH AMPHASTAR PHARMACEUTICALS INC819 shares34.04%2025-12-312026-01-22
GEV GE VERNOVA LLC31 shares93.75%2025-12-312026-01-22
XLV ST STR H/C SEL SCTR ETF276 shares-96.10%2025-12-312026-01-22
EMR EMERSON ELECTRIC CO160 shares88.24%2025-12-312026-01-22
BCS BARCLAYS PLC ADR827 sharesnew addition2025-12-312026-01-22
BK THE BANK OF NEW YORK MELLON CORP180 shares0.00%2025-12-312026-01-22
FHI FEDERATED HERMES INC400 shares32.45%2025-12-312026-01-22
ELV ELEVANCE HEALTH INC59 shares-26.25%2025-12-312026-01-22
VRT VERTIV HLDGS LLC A123 shares44.71%2025-12-312026-01-22
TLN TALEN ENERGY CORP NEW53 shares120.83%2025-12-312026-01-22
CIGNA CORP CIGNA CORP71 shares-74.73%2025-12-312026-01-22
JPST JPMORGAN ULTRA SHORT INCOME ETF384 sharesnew addition2025-12-312026-01-22
CACI CACI INTERNATIONAL CL A INC36 shares-16.28%2025-12-312026-01-22
SYBT STOCK YARDS BANCORP INC295 shares32.88%2025-12-312026-01-22
LCII LCI INDS157 sharesnew addition2025-12-312026-01-22
MCRI MONARCH CASINO AND RESORT196 shares30.67%2025-12-312026-01-22
PLAB PHOTRONICS INC584 sharesnew addition2025-12-312026-01-22
MDLZ MONDELEZ INTERNATIONAL, INC.480 shares-0.41%2025-12-312026-01-22
BDX BECTON DICKINSON & CO91 shares0.00%2025-12-312026-01-22
IDA IDACORP INC138 shares-19.77%2025-12-312026-01-22
EPRT ESSENTIAL PROPERTIES REALTY TRUS584 sharesnew addition2025-12-312026-01-22
IWN iShares Russell 2000 Value ETF107 shares0.00%2025-12-312026-01-22
TXN TEXAS INSTRUMENTS INC125 shares237.84%2025-12-312026-01-22
ARCC ARES CAPITAL CORP BDC835 shares0.00%2025-12-312026-01-22
BOOT BOOT BARN HLDGS INC94 sharesnew addition2025-12-312026-01-22
JIRE JPMORGAN INTERN RESRCH ENH EQT ETF221 shares-47.51%2025-12-312026-01-22
SPGI S&P GLOBAL INC31 shares-74.38%2025-12-312026-01-22
IAGG ISHS INTL AGGREG BD ETF327 shares-1.21%2025-12-312026-01-22
BAB Invesco Taxable Municipal Bond ETF200 sharesnew addition2025-12-312026-01-22
PHM PULTEGROUP INC130 shares-83.83%2025-12-312026-01-22
IUSG ISHARES CORE S&P US GROWTH ETF90 sharesnew addition2025-12-312026-01-22
PGX Invesco Preferred ETF500 shares0.00%2025-12-312026-01-22
SFM SPROUTS FARMERS MARKET, INC.185 shares0.54%2025-12-312026-01-22
MPC MARATHON PETROLEUM CORP90 shares0.00%2025-12-312026-01-22
FOXA FOX CORP193 shares-8.53%2025-12-312026-01-22
HON HONEYWELL INTERNATIONAL INC73 shares14.06%2025-12-312026-01-22
DE DEERE & CO30 shares0.00%2025-12-312026-01-22
UBER UBER TECHNOLOGIES INC168 shares-4.00%2025-12-312026-01-22
MGPI MGP INGREDIENTS INC NEW563 sharesnew addition2025-12-312026-01-22
BSX BOSTON SCIENTIFIC CORP141 sharesnew addition2025-12-312026-01-22
IEI ISHS 3-7Y TRSY BD ETF200 shares1900.00%2025-12-312026-01-22
DECK DECKERS OUTDOOR CORP128 shares42.22%2025-12-312026-01-22
FHN FIRST HORIZON CORP545 shares-39.11%2025-12-312026-01-22
AJG ARTHUR J GALLAGHER50 shares-76.85%2025-12-312026-01-22
HEI.A Heico Corp4 sharesnew addition2025-12-312026-01-22
BGRN iShares Trust iShares USD Green Bond ETF941 shares0.00%2025-12-312026-01-22
AIZ ASSURANT INC53 shares-7.02%2025-12-312026-01-22
CAH CARDINAL HEALTH INC62 shares40.91%2025-12-312026-01-22
CENCORA INC CENCORA INC37 sharesnew addition2025-12-312026-01-22
SLM SLM CORP461 shares0.00%2025-12-312026-01-22
HE Hawaiian Electric Industries Inc1.1K shares0.00%2025-12-312026-01-22
RBLX Roblox Corp3 sharesnew addition2025-12-312026-01-22
SN SHARKNINJA INC110 shares42.86%2025-12-312026-01-22
CVS CVS HEALTH CORP155 shares287.50%2025-12-312026-01-22
UHS UNIVERSAL HEALTH SERVICES CL B56 shares-8.20%2025-12-312026-01-22
CW CURTISS WRIGHT CORP DE22 shares-29.03%2025-12-312026-01-22
ATO ATMOS ENERGY CORP65 shares10.17%2025-12-312026-01-22
GVI ISHS INTRM GOV CRDT ETF110 shares0.00%2025-12-312026-01-22
ENB Enbridge Inc Com246 shares0.00%2025-12-312026-01-22
CNX CNX RESOURCES CORP316 sharesnew addition2025-12-312026-01-22
URI United Rentals Inc1 sharesnew addition2025-12-312026-01-22
VKQ Invesco Municipal Trust595 shares0.00%2025-12-312026-01-22
VTR VENTAS INC144 shares-16.28%2025-12-312026-01-22
AME AMETEK Inc3 sharesnew addition2025-12-312026-01-22
NPFI Nuveen Preferred and Income ETF172 sharesnew addition2025-12-312026-01-22
PFF iShares Preferred&Income Securities ETF147 sharesnew addition2025-12-312026-01-22
AIA Group Ltd AIA Group Ltd27 sharesnew addition2025-12-312026-01-22
HAL HALLIBURTON COMPANY365 shares0.00%2025-12-312026-01-22
COP CONOCOPHILLIPS110 sharesnew addition2025-12-312026-01-22
RL POLO RALPH LAUREN CORP28 shares-6.67%2025-12-312026-01-22
JHG JANUS HENDERSON GROUP PLC207 shares-87.05%2025-12-312026-01-22
SEIC SEI INVESTMENTS CO110 sharesnew addition2025-12-312026-01-22
NEM NEWMONT CORP89 sharesnew addition2025-12-312026-01-22
MMM 3M COMPANY55 shares30.95%2025-12-312026-01-22
NNN NNN REIT INC215 shares0.00%2025-12-312026-01-22
FI FISERV INC123 shares-22.64%2025-12-312026-01-22
HP INC HP INC370 shares-86.91%2025-12-312026-01-22
VEU VNGRD FTSE ALL WORLD ETF112 sharesnew addition2025-12-312026-01-22
DOCU DOCUSIGN INC116 shares-12.78%2025-12-312026-01-22
PYPL PAYPAL HOLDINGS, INC.132 shares-11.41%2025-12-312026-01-22
VTIP VNGRD S/T INFL PRO ETF151 shares-0.66%2025-12-312026-01-22
CELH CELSIUS HOLDINGS INC NEW157 sharesnew addition2025-12-312026-01-22
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available