The Analysis of Rothschild Wealth LLC's Holdings
Currently, Rothschild Wealth LLC holds 420 types of securities in its portfolio with a total value $830.9M. In the most recent quarter, they have increased their positions in VCSH (+395.4K shares, valued at $31.5M), SCHB (+760.5K shares, valued at $19.9M), BSCS (+828.7K shares, valued at $17.1M); decreased their positions in QUAL (-50.2K shares, valued at $10.0M), EFG (-50.4K shares, valued at $5.7M), EFV (-80.2K shares, valued at $5.7M); initiated new positions in SCHB (+760.5K shares, valued at $19.9M), BSCS (+828.7K shares, valued at $17.1M), IYY (+78.1K shares, valued at $13.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCSH VANGUARD SCOTTSDALE FDS401.6K shares6415.63%2025-12-312026-02-10
IVE ISHARES TR116.8K shares72.58%2025-12-312026-02-10
SCHB SCHWAB STRATEGIC TR760.5K sharesnew addition2025-12-312026-02-10
IVV ISHARES TR29.0K shares16.84%2025-12-312026-02-10
IEMG ISHARES INC281.9K shares33.50%2025-12-312026-02-10
DYNF BLACKROCK ETF TRUST307.2K shares22.84%2025-12-312026-02-10
IVW ISHARES TR144.6K shares8.36%2025-12-312026-02-10
BSCS INVESCO EXCH TRD SLF IDX FD828.7K sharesnew addition2025-12-312026-02-10
SPY SPDR S&P 500 ETF TR24.1K shares32.41%2025-12-312026-02-10
VTI VANGUARD INDEX FDS48.6K shares-1.92%2025-12-312026-02-10
SFLR INNOVATOR ETFS TRUST370.7K shares34.91%2025-12-312026-02-10
AGG ISHARES TR136.7K shares14.58%2025-12-312026-02-10
OEF ISHARES TR38.7K shares77.07%2025-12-312026-02-10
IYY ISHARES TR78.1K sharesnew addition2025-12-312026-02-10
EFV ISHARES TR176.6K shares-31.24%2025-12-312026-02-10
CGDV CAPITAL GROUP DIVIDEND VALUE287.1K sharesnew addition2025-12-312026-02-10
MBB ISHARES TR117.8K shares11.19%2025-12-312026-02-10
JAAA JANUS DETROIT STR TR196.9K shares136.78%2025-12-312026-02-10
LQD ISHARES TR89.2K shares19.69%2025-12-312026-02-10
IEF ISHARES TR100.9K shares21.96%2025-12-312026-02-10
AAPL APPLE INC35.2K shares20.00%2025-12-312026-02-10
FLXR TCW ETF TRUST238.7K sharesnew addition2025-12-312026-02-10
IGRO ISHARES TR113.3K sharesnew addition2025-12-312026-02-10
VUSB VANGUARD BD INDEX FDS188.2K shares3747.44%2025-12-312026-02-10
DGRW WISDOMTREE TR101.9K sharesnew addition2025-12-312026-02-10
FTCS FIRST TR EXCHANGE-TRADED FD91.9K sharesnew addition2025-12-312026-02-10
VEA VANGUARD TAX-MANAGED FDS135.5K shares6.25%2025-12-312026-02-10
QUAL ISHARES TR41.6K shares-54.69%2025-12-312026-02-10
PAUG INNOVATOR ETFS TRUST181.6K sharesnew addition2025-12-312026-02-10
MTUM ISHARES TR29.3K shares70.21%2025-12-312026-02-10
OBDC BLUE OWL CAPITAL CORPORATION587.5K shares-5.06%2025-12-312026-02-10
EQWL INVESCO EXCHANGE TRADED FD T61.6K sharesnew addition2025-12-312026-02-10
THRO BLACKROCK ETF TRUST185.8K shares4.19%2025-12-312026-02-10
MA MASTERCARD INCORPORATED12.5K shares799.57%2025-12-312026-02-10
IEFA ISHARES TR79.6K shares8.21%2025-12-312026-02-10
BAI BLACKROCK ETF TRUST212.0K shares126.28%2025-12-312026-02-10
IUSB ISHARES TR143.5K shares-22.61%2025-12-312026-02-10
GSIE GOLDMAN SACHS ETF TR151.3K sharesnew addition2025-12-312026-02-10
MSFT MICROSOFT CORP13.4K shares38.61%2025-12-312026-02-10
SCHX SCHWAB STRATEGIC TR236.4K shares426.02%2025-12-312026-02-10
VGT VANGUARD WORLD FD8.2K shares1.33%2025-12-312026-02-10
ARES ARES MANAGEMENT CORPORATION37.6K sharesnew addition2025-12-312026-02-10
FSK FS KKR CAP CORP410.2K shares-1.82%2025-12-312026-02-10
NVDA NVIDIA CORPORATION31.6K shares30.80%2025-12-312026-02-10
ALPHABET INC ALPHABET INC18.3K shares115.66%2025-12-312026-02-10
OCTT AIM ETF PRODUCTS TRUST129.3K shares-18.38%2025-12-312026-02-10
VTV VANGUARD INDEX FDS28.4K sharesnew addition2025-12-312026-02-10
BND VANGUARD BD INDEX FDS72.1K shares3.45%2025-12-312026-02-10
SPIB SPDR SERIES TRUST157.5K shares563.52%2025-12-312026-02-10
PAPR INNOVATOR ETFS TRUST126.3K sharesnew addition2025-12-312026-02-10
AMZN AMAZON COM INC20.8K shares69.04%2025-12-312026-02-10
JMBS JANUS DETROIT STR TR104.7K shares13.32%2025-12-312026-02-10
SPYG SPDR SERIES TRUST44.2K shares400.49%2025-12-312026-02-10
MINT PIMCO ETF TR45.9K shares276.91%2025-12-312026-02-10
ABBV ABBVIE INC20.0K shares-4.28%2025-12-312026-02-10
SPHQ INVESCO EXCHANGE TRADED FD T58.5K shares458.42%2025-12-312026-02-10
ITA ISHARES TR19.9K shares1176.77%2025-12-312026-02-10
TIP ISHARES TR34.1K shares13.91%2025-12-312026-02-10
JPM JPMORGAN CHASE & CO.11.6K shares4.56%2025-12-312026-02-10
VXUS VANGUARD STAR FDS48.3K shares280.90%2025-12-312026-02-10
VCIT VANGUARD SCOTTSDALE FDS39.9K shares1130.41%2025-12-312026-02-10
SHY ISHARES TR38.6K shares-5.57%2025-12-312026-02-10
ALPHABET INC ALPHABET INC10.1K shares8.31%2025-12-312026-02-10
BSCR INVESCO EXCH TRD SLF IDX FD158.0K sharesnew addition2025-12-312026-02-10
VYMI VANGUARD WHITEHALL FDS30.9K sharesnew addition2025-12-312026-02-10
MCD MCDONALDS CORP9.1K shares11.48%2025-12-312026-02-10
IJR ISHARES TR23.0K shares0.30%2025-12-312026-02-10
XLK SELECT SECTOR SPDR TR18.7K shares96.87%2025-12-312026-02-10
VWO VANGUARD INTL EQUITY INDEX F48.1K shares-0.43%2025-12-312026-02-10
CGIC CAPITAL GROUP INTERNATIONAL74.1K sharesnew addition2025-12-312026-02-10
TLH ISHARES TR23.5K shares13.41%2025-12-312026-02-10
PJUL INNOVATOR ETFS TRUST51.5K sharesnew addition2025-12-312026-02-10
VCRB VANGUARD MALVERN FDS30.3K shares4.05%2025-12-312026-02-10
VEU VANGUARD INTL EQUITY INDEX F31.7K sharesnew addition2025-12-312026-02-10
ABT ABBOTT LABS18.6K shares-10.95%2025-12-312026-02-10
SPSM SPDR SERIES TRUST46.9K shares6.39%2025-12-312026-02-10
SCHG SCHWAB STRATEGIC TR65.2K sharesnew addition2025-12-312026-02-10
META META PLATFORMS INC3.2K shares38.57%2025-12-312026-02-10
MDY SPDR S&P MIDCAP 400 ETF TR3.5K shares-0.83%2025-12-312026-02-10
QFLR INNOVATOR ETFS TRUST59.0K shares44.20%2025-12-312026-02-10
BROADCOM INC BROADCOM INC5.7K shares15.88%2025-12-312026-02-10
BINC BLACKROCK ETF TRUST II37.0K shares28.72%2025-12-312026-02-10
DLN WISDOMTREE TR22.1K sharesnew addition2025-12-312026-02-10
JULT AIM ETF PRODUCTS TRUST43.2K shares48.05%2025-12-312026-02-10
JPST J P MORGAN EXCHANGE TRADED F38.2K sharesnew addition2025-12-312026-02-10
AOR ISHARES TR26.7K shares-13.02%2025-12-312026-02-10
TSLA TESLA INC3.8K shares28.18%2025-12-312026-02-10
WMT WALMART INC15.0K shares95.67%2025-12-312026-02-10
IJH ISHARES TR25.1K shares0.55%2025-12-312026-02-10
JNJ JOHNSON & JOHNSON7.9K shares29.16%2025-12-312026-02-10
CAT CATERPILLAR INC2.8K shares8.33%2025-12-312026-02-10
AOK ISHARES TR39.6K shares-15.77%2025-12-312026-02-10
APRT AIM ETF PRODUCTS TRUST37.0K shares69.32%2025-12-312026-02-10
IWF ISHARES TR3.2K shares331.68%2025-12-312026-02-10
V VISA INC4.3K shares26.08%2025-12-312026-02-10
VIG VANGUARD SPECIALIZED FUNDS6.5K sharesnew addition2025-12-312026-02-10
VYM VANGUARD WHITEHALL FDS9.8K shares338.80%2025-12-312026-02-10
IAGG ISHARES TR27.4K shares10.01%2025-12-312026-02-10
IQLT ISHARES TR30.2K sharesnew addition2025-12-312026-02-10
MOAT VANECK ETF TRUST13.2K shares-1.30%2025-12-312026-02-10
IDV ISHARES TR34.7K sharesnew addition2025-12-312026-02-10
QPX ADVISORSHARES TR30.6K shares-7.75%2025-12-312026-02-10
VMBS VANGUARD SCOTTSDALE FDS28.9K shares0.10%2025-12-312026-02-10
JANT AIM ETF PRODUCTS TRUST32.8K shares87.09%2025-12-312026-02-10
XT ISHARES TR19.2K shares-23.07%2025-12-312026-02-10
JMEE J P MORGAN EXCHANGE TRADED F20.7K sharesnew addition2025-12-312026-02-10
IEI ISHARES TR11.2K sharesnew addition2025-12-312026-02-10
IJUL INNOVATOR ETFS TRUST39.3K sharesnew addition2025-12-312026-02-10
FUMB FIRST TR EXCH TRADED FD III64.4K sharesnew addition2025-12-312026-02-10
LLY ELI LILLY & CO1.2K shares42.77%2025-12-312026-02-10
VGSH VANGUARD SCOTTSDALE FDS21.1K shares50.63%2025-12-312026-02-10
MMM 3M CO7.5K shares17.58%2025-12-312026-02-10
AOA ISHARES TR13.4K shares34.67%2025-12-312026-02-10
VNLA JANUS DETROIT STR TR24.2K shares-1.71%2025-12-312026-02-10
PNOV INNOVATOR ETFS TRUST27.1K sharesnew addition2025-12-312026-02-10
COST COSTCO WHSL CORP NEW1.3K shares-3.64%2025-12-312026-02-10
IBIT ISHARES BITCOIN TRUST ETF22.3K shares103.41%2025-12-312026-02-10
XLY SELECT SECTOR SPDR TR9.2K shares97.68%2025-12-312026-02-10
XOM EXXON MOBIL CORP8.9K shares15.53%2025-12-312026-02-10
AOM ISHARES TR22.0K shares6.37%2025-12-312026-02-10
CEG CONSTELLATION ENERGY CORP3.0K shares1.19%2025-12-312026-02-10
SLQD ISHARES TR19.9K sharesnew addition2025-12-312026-02-10
XLC SELECT SECTOR SPDR TR8.5K shares-5.53%2025-12-312026-02-10
POCT INNOVATOR ETFS TRUST22.7K sharesnew addition2025-12-312026-02-10
IXUS ISHARES TR11.8K sharesnew addition2025-12-312026-02-10
RFLR INNOVATOR ETFS TRUST34.1K shares99.85%2025-12-312026-02-10
VTES VANGUARD WELLINGTON FD9.4K sharesnew addition2025-12-312026-02-10
ILCB ISHARES TR9.8K sharesnew addition2025-12-312026-02-10
COF CAPITAL ONE FINL CORP3.8K shares135.21%2025-12-312026-02-10
CB CHUBB LIMITED2.9K shares258.91%2025-12-312026-02-10
GSLC GOLDMAN SACHS ETF TR6.8K sharesnew addition2025-12-312026-02-10
CGUS CAPITAL GROUP CORE EQUITY ET21.8K sharesnew addition2025-12-312026-02-10
JAVA J P MORGAN EXCHANGE TRADED F12.1K sharesnew addition2025-12-312026-02-10
SPYV SPDR SERIES TRUST15.1K shares116.19%2025-12-312026-02-10
SNA SNAP ON INC2.5K shares0.82%2025-12-312026-02-10
VGIT VANGUARD SCOTTSDALE FDS14.1K shares1.46%2025-12-312026-02-10
MU MICRON TECHNOLOGY INC3.0K shares100.68%2025-12-312026-02-10
BMY BRISTOL-MYERS SQUIBB CO15.0K sharesnew addition2025-12-312026-02-10
PLTR PALANTIR TECHNOLOGIES INC4.5K shares75.89%2025-12-312026-02-10
AXP AMERICAN EXPRESS CO2.2K shares9.66%2025-12-312026-02-10
CNC CENTENE CORP DEL19.3K sharesnew addition2025-12-312026-02-10
BSCU INVESCO EXCH TRD SLF IDX FD46.8K sharesnew addition2025-12-312026-02-10
HD HOME DEPOT INC2.3K shares52.03%2025-12-312026-02-10
XLI SELECT SECTOR SPDR TR5.1K shares-1.04%2025-12-312026-02-10
PEP PEPSICO INC5.4K shares49.79%2025-12-312026-02-10
MS MORGAN STANLEY4.4K shares16.98%2025-12-312026-02-10
TJX TJX COS INC NEW5.0K shares121.76%2025-12-312026-02-10
HYLB DBX ETF TR20.4K shares-3.22%2025-12-312026-02-10
ESGU ISHARES TR5.0K shares2.58%2025-12-312026-02-10
ABNB AIRBNB INC5.4K shares152.33%2025-12-312026-02-10
EMB ISHARES TR7.6K shares-7.00%2025-12-312026-02-10
DBEF DBX ETF TR15.1K shares30.96%2025-12-312026-02-10
IWM ISHARES TR2.9K shares0.00%2025-12-312026-02-10
GWX SPDR INDEX SHS FDS17.2K shares-2.17%2025-12-312026-02-10
BJUN INNOVATOR ETFS TRUST14.8K sharesnew addition2025-12-312026-02-10
FIX COMFORT SYS USA INC738 sharesnew addition2025-12-312026-02-10
IBM INTERNATIONAL BUSINESS MACHS2.3K shares22.15%2025-12-312026-02-10
ALL ALLSTATE CORP3.3K shares30.56%2025-12-312026-02-10
BKNG BOOKING HOLDINGS INC126 shares68.00%2025-12-312026-02-10
CSCO CISCO SYS INC8.7K shares15.36%2025-12-312026-02-10
PMAY INNOVATOR ETFS TRUST16.7K sharesnew addition2025-12-312026-02-10
EIX EDISON INTL10.8K sharesnew addition2025-12-312026-02-10
GLD SPDR GOLD TR1.6K shares62.21%2025-12-312026-02-10
PCG PG&E CORP40.0K shares249.65%2025-12-312026-02-10
VONV VANGUARD SCOTTSDALE FDS6.9K shares41.09%2025-12-312026-02-10
SCHE SCHWAB STRATEGIC TR19.1K shares-24.17%2025-12-312026-02-10
NEM NEWMONT CORP6.2K sharesnew addition2025-12-312026-02-10
IGSB ISHARES TR11.7K sharesnew addition2025-12-312026-02-10
EW EDWARDS LIFESCIENCES CORP7.3K shares24.07%2025-12-312026-02-10
IBHF ISHARES TR26.7K shares2.47%2025-12-312026-02-10
ZM ZOOM COMMUNICATIONS INC7.1K sharesnew addition2025-12-312026-02-10
EXPE EXPEDIA GROUP INC2.1K sharesnew addition2025-12-312026-02-10
NEA NUVEEN AMT FREE QLTY MUN INC52.1K shares0.00%2025-12-312026-02-10
PG PROCTER AND GAMBLE CO4.2K shares18.00%2025-12-312026-02-10
IQV IQVIA HLDGS INC2.6K shares133.10%2025-12-312026-02-10
FLGB FRANKLIN TEMPLETON ETF TR17.3K shares-1.14%2025-12-312026-02-10
LMT LOCKHEED MARTIN CORP1.2K sharesnew addition2025-12-312026-02-10
DECK DECKERS OUTDOOR CORP5.6K shares38.05%2025-12-312026-02-10
CFG CITIZENS FINL GROUP INC9.9K sharesnew addition2025-12-312026-02-10
PRU PRUDENTIAL FINL INC5.1K shares8.20%2025-12-312026-02-10
WFC WELLS FARGO CO NEW6.2K shares27.84%2025-12-312026-02-10
MEDP MEDPACE HLDGS INC1.0K sharesnew addition2025-12-312026-02-10
AUGT AIM ETF PRODUCTS TRUST15.9K shares0.00%2025-12-312026-02-10
EFG ISHARES TR5.0K shares-91.01%2025-12-312026-02-10
BSCQ INVESCO EXCH TRD SLF IDX FD28.8K sharesnew addition2025-12-312026-02-10
SYK STRYKER CORPORATION1.6K shares11.17%2025-12-312026-02-10
FDX FEDEX CORP1.9K sharesnew addition2025-12-312026-02-10
UPS UNITED PARCEL SERVICE INC5.6K shares76.35%2025-12-312026-02-10
MGK VANGUARD WORLD FD1.3K shares-5.34%2025-12-312026-02-10
BSV VANGUARD BD INDEX FDS7.1K shares-5.85%2025-12-312026-02-10
REGN REGENERON PHARMACEUTICALS717 sharesnew addition2025-12-312026-02-10
ITOT ISHARES TR3.7K shares10.82%2025-12-312026-02-10
GRID FIRST TR EXCHANGE TRADED FD3.6K shares-25.72%2025-12-312026-02-10
ESGV VANGUARD WORLD FD4.5K sharesnew addition2025-12-312026-02-10
JBHT HUNT J B TRANS SVCS INC2.8K sharesnew addition2025-12-312026-02-10
PNC PNC FINL SVCS GROUP INC2.5K shares86.57%2025-12-312026-02-10
BJUL INNOVATOR ETFS TRUST10.1K sharesnew addition2025-12-312026-02-10
CRM SALESFORCE INC1.9K shares11.23%2025-12-312026-02-10
JEPQ J P MORGAN EXCHANGE TRADED F8.7K shares-2.89%2025-12-312026-02-10
EMR EMERSON ELEC CO3.8K shares15.90%2025-12-312026-02-10
DHR DANAHER CORPORATION2.2K shares115.11%2025-12-312026-02-10
JEPI J P MORGAN EXCHANGE TRADED F8.7K shares24.15%2025-12-312026-02-10
CITIGROUP INC CITIGROUP INC4.3K shares113.78%2025-12-312026-02-10
GE AEROSPACE GE AEROSPACE1.6K shares16.74%2025-12-312026-02-10
FVD FIRST TR EXCHANGE-TRADED FD10.7K sharesnew addition2025-12-312026-02-10
VONG VANGUARD SCOTTSDALE FDS4.0K shares69.82%2025-12-312026-02-10
DIS DISNEY WALT CO4.3K shares27.23%2025-12-312026-02-10
IQDF FLEXSHARES TR15.9K sharesnew addition2025-12-312026-02-10
MCHI ISHARES TR8.0K shares-30.20%2025-12-312026-02-10
BK BANK NEW YORK MELLON CORP4.1K shares60.73%2025-12-312026-02-10
ILF ISHARES TR15.4K shares24.06%2025-12-312026-02-10
LVS LAS VEGAS SANDS CORP7.2K sharesnew addition2025-12-312026-02-10
CVX CHEVRON CORP NEW3.1K shares5.84%2025-12-312026-02-10
VZ VERIZON COMMUNICATIONS INC11.4K shares9.15%2025-12-312026-02-10
IOCT INNOVATOR ETFS TRUST13.4K sharesnew addition2025-12-312026-02-10
ORCL ORACLE CORP2.4K shares33.15%2025-12-312026-02-10
INDA ISHARES TR8.5K shares-18.87%2025-12-312026-02-10
FTI TECHNIPFMC PLC10.3K sharesnew addition2025-12-312026-02-10
IYW ISHARES TR2.3K shares-90.44%2025-12-312026-02-10
BBY BEST BUY INC6.8K sharesnew addition2025-12-312026-02-10
CATX PERSPECTIVE THERAPEUTICS INC164.7K shares0.00%2025-12-312026-02-10
PM PHILIP MORRIS INTL INC2.8K shares1.70%2025-12-312026-02-10
GEV GE VERNOVA INC690 shares57.18%2025-12-312026-02-10
IWY ISHARES TR1.6K shares-2.81%2025-12-312026-02-10
WDC WESTERN DIGITAL CORP2.6K sharesnew addition2025-12-312026-02-10
MCK MCKESSON CORP544 sharesnew addition2025-12-312026-02-10
IBHH ISHARES TR18.8K shares0.00%2025-12-312026-02-10
IBDR ISHARES TR18.3K sharesnew addition2025-12-312026-02-10
SCHZ SCHWAB STRATEGIC TR18.7K shares-0.18%2025-12-312026-02-10
BAC BANK AMERICA CORP7.9K shares15.63%2025-12-312026-02-10
VOX VANGUARD WORLD FD2.2K shares-26.85%2025-12-312026-02-10
DG DOLLAR GEN CORP NEW3.2K sharesnew addition2025-12-312026-02-10
FHLC FIDELITY COVINGTON TRUST5.7K shares-9.12%2025-12-312026-02-10
ADP AUTOMATIC DATA PROCESSING IN1.7K shares-0.42%2025-12-312026-02-10
FSCO FS CREDIT OPPORTUNITIES CORP66.7K shares-15.33%2025-12-312026-02-10
ETOR ETORO GROUP LTD11.9K sharesnew addition2025-12-312026-02-10
PSX PHILLIPS 663.2K sharesnew addition2025-12-312026-02-10
WELL WELLTOWER INC2.3K shares0.76%2025-12-312026-02-10
ALNY ALNYLAM PHARMACEUTICALS INC1.1K sharesnew addition2025-12-312026-02-10
EXC EXELON CORP9.5K shares0.90%2025-12-312026-02-10
XLP SELECT SECTOR SPDR TR5.3K shares-1.08%2025-12-312026-02-10
CMG CHIPOTLE MEXICAN GRILL INC11.2K sharesnew addition2025-12-312026-02-10
MKTX MARKETAXESS HLDGS INC2.3K sharesnew addition2025-12-312026-02-10
NTRA NATERA INC1.8K sharesnew addition2025-12-312026-02-10
INTC INTEL CORP11.1K shares50.61%2025-12-312026-02-10
FTEC FIDELITY COVINGTON TRUST1.8K shares-33.87%2025-12-312026-02-10
BMRN BIOMARIN PHARMACEUTICAL INC6.7K sharesnew addition2025-12-312026-02-10
AMD ADVANCED MICRO DEVICES INC1.9K shares15.70%2025-12-312026-02-10
USB US BANCORP DEL7.4K sharesnew addition2025-12-312026-02-10
T AT&T INC15.9K shares10.42%2025-12-312026-02-10
ILMN ILLUMINA INC3.0K sharesnew addition2025-12-312026-02-10
IWD ISHARES TR1.9K shares-2.25%2025-12-312026-02-10
ADBE ADOBE INC1.1K shares30.81%2025-12-312026-02-10
IAPR INNOVATOR ETFS TRUST12.5K sharesnew addition2025-12-312026-02-10
KDP KEURIG DR PEPPER INC13.7K sharesnew addition2025-12-312026-02-10
TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares2.93%2025-12-312026-02-10
EXEL EXELIXIS INC8.7K sharesnew addition2025-12-312026-02-10
ESTC ELASTIC N V5.0K sharesnew addition2025-12-312026-02-10
NFLX NETFLIX INC4.0K shares872.09%2025-12-312026-02-10
PLD PROLOGIS INC.2.9K sharesnew addition2025-12-312026-02-10
SPYM SPDR SERIES TRUST4.7K shares0.00%2025-12-312026-02-10
SCHW SCHWAB CHARLES CORP3.7K shares5.26%2025-12-312026-02-10
FSTA FIDELITY COVINGTON TRUST7.5K shares8.04%2025-12-312026-02-10
EFA ISHARES TR3.8K shares-0.16%2025-12-312026-02-10
GIS GENERAL MLS INC7.9K sharesnew addition2025-12-312026-02-10
QCOM QUALCOMM INC2.1K shares24.58%2025-12-312026-02-10
KMI KINDER MORGAN INC DEL13.3K shares63.78%2025-12-312026-02-10
PANW PALO ALTO NETWORKS INC2.0K shares100.41%2025-12-312026-02-10
PFE PFIZER INC14.6K shares11.79%2025-12-312026-02-10
KO COCA COLA CO5.2K shares14.18%2025-12-312026-02-10
MLI MUELLER INDS INC3.1K sharesnew addition2025-12-312026-02-10
RTX RTX CORPORATION2.0K shares48.89%2025-12-312026-02-10
STERIS PLC STERIS PLC1.4K sharesnew addition2025-12-312026-02-10
UNH UNITEDHEALTH GROUP INC1.1K shares3.41%2025-12-312026-02-10
TXT TEXTRON INC4.0K sharesnew addition2025-12-312026-02-10
CMI CUMMINS INC681 sharesnew addition2025-12-312026-02-10
SDVY FIRST TR EXCHANGE-TRADED FD9.1K sharesnew addition2025-12-312026-02-10
TGT TARGET CORP3.5K sharesnew addition2025-12-312026-02-10
USMV ISHARES TR3.6K shares5.21%2025-12-312026-02-10
IJAN INNOVATOR ETFS TRUST9.4K sharesnew addition2025-12-312026-02-10
HII HUNTINGTON INGALLS INDS INC997 sharesnew addition2025-12-312026-02-10
TSN TYSON FOODS INC5.8K sharesnew addition2025-12-312026-02-10
UTHR UNITED THERAPEUTICS CORP DEL691 sharesnew addition2025-12-312026-02-10
NVR NVR INC46 sharesnew addition2025-12-312026-02-10
BAX BAXTER INTL INC17.4K sharesnew addition2025-12-312026-02-10
IT GARTNER INC1.3K sharesnew addition2025-12-312026-02-10
PNFP PINNACLE FINL PARTNERS INC3.5K sharesnew addition2025-12-312026-02-10
IBDS ISHARES TR13.5K sharesnew addition2025-12-312026-02-10
AMP AMERIPRISE FINL INC670 sharesnew addition2025-12-312026-02-10
AMAT APPLIED MATLS INC1.3K shares5.05%2025-12-312026-02-10
EATON CORP PLC EATON CORP PLC1.0K sharesnew addition2025-12-312026-02-10
GOVT ISHARES TR13.9K shares-8.16%2025-12-312026-02-10
VRSN VERISIGN INC1.3K sharesnew addition2025-12-312026-02-10
THC TENET HEALTHCARE CORP1.6K sharesnew addition2025-12-312026-02-10
NYT NEW YORK TIMES CO4.5K sharesnew addition2025-12-312026-02-10
JANW AIM ETF PRODUCTS TRUST8.4K shares0.00%2025-12-312026-02-10
NOW SERVICENOW INC2.0K sharesnew addition2025-12-312026-02-10
VTR VENTAS INC4.0K sharesnew addition2025-12-312026-02-10
BSCV INVESCO EXCH TRD SLF IDX FD18.5K sharesnew addition2025-12-312026-02-10
JLL JONES LANG LASALLE INC907 sharesnew addition2025-12-312026-02-10
JEF JEFFERIES FINL GROUP INC4.8K sharesnew addition2025-12-312026-02-10
FTNT FORTINET INC3.8K sharesnew addition2025-12-312026-02-10
NLR VANECK ETF TRUST2.4K shares-26.50%2025-12-312026-02-10
BOCT INNOVATOR ETFS TRUST6.0K sharesnew addition2025-12-312026-02-10
DOV DOVER CORP1.5K sharesnew addition2025-12-312026-02-10
NDAQ NASDAQ INC3.0K sharesnew addition2025-12-312026-02-10
FCX FREEPORT-MCMORAN INC5.8K sharesnew addition2025-12-312026-02-10
G GENPACT LIMITED6.3K sharesnew addition2025-12-312026-02-10
SBUX STARBUCKS CORP3.5K sharesnew addition2025-12-312026-02-10
PYPL PAYPAL HLDGS INC5.0K sharesnew addition2025-12-312026-02-10
BSJQ INVESCO EXCH TRD SLF IDX FD12.5K sharesnew addition2025-12-312026-02-10
VUG VANGUARD INDEX FDS595 shares4.20%2025-12-312026-02-10
BDX BECTON DICKINSON & CO1.5K sharesnew addition2025-12-312026-02-10
ARMK ARAMARK7.8K sharesnew addition2025-12-312026-02-10
ADT ADT INC DEL35.5K sharesnew addition2025-12-312026-02-10
SCHP SCHWAB STRATEGIC TR10.8K shares1.11%2025-12-312026-02-10
PMAR INNOVATOR ETFS TRUST6.4K sharesnew addition2025-12-312026-02-10
HUBS HUBSPOT INC710 sharesnew addition2025-12-312026-02-10
BIL SPDR SERIES TRUST3.1K shares0.52%2025-12-312026-02-10
EMQQ EXCHANGE TRADED CONCEPTS TRU7.0K shares-18.51%2025-12-312026-02-10
SCHH SCHWAB STRATEGIC TR13.5K shares6.46%2025-12-312026-02-10
AMT AMERICAN TOWER CORP NEW1.6K sharesnew addition2025-12-312026-02-10
AXS AXIS CAP HLDGS LTD2.6K sharesnew addition2025-12-312026-02-10
INCY INCYTE CORP2.8K sharesnew addition2025-12-312026-02-10
SYSB ISHARES TR3.1K sharesnew addition2025-12-312026-02-10
NBIX NEUROCRINE BIOSCIENCES INC2.0K sharesnew addition2025-12-312026-02-10
TER TERADYNE INC1.4K sharesnew addition2025-12-312026-02-10
SNOW SNOWFLAKE INC1.3K shares25.83%2025-12-312026-02-10
FNF FIDELITY NATIONAL FINANCIAL5.0K sharesnew addition2025-12-312026-02-10
ROK ROCKWELL AUTOMATION INC702 shares2.93%2025-12-312026-02-10
PGR PROGRESSIVE CORP1.2K sharesnew addition2025-12-312026-02-10
OTIS OTIS WORLDWIDE CORP3.1K sharesnew addition2025-12-312026-02-10
GS GOLDMAN SACHS GROUP INC304 sharesnew addition2025-12-312026-02-10
MMC MARSH & MCLENNAN COS INC1.4K sharesnew addition2025-12-312026-02-10
EXAS EXACT SCIENCES CORP2.6K sharesnew addition2025-12-312026-02-10
APH AMPHENOL CORP NEW1.9K shares11.56%2025-12-312026-02-10
AXTA AXALTA COATING SYS LTD7.9K sharesnew addition2025-12-312026-02-10
XLE SELECT SECTOR SPDR TR5.7K sharesnew addition2025-12-312026-02-10
PH PARKER-HANNIFIN CORP288 shares2.49%2025-12-312026-02-10
BWA BORGWARNER INC5.6K sharesnew addition2025-12-312026-02-10
MTG MGIC INVT CORP WIS8.6K sharesnew addition2025-12-312026-02-10
VTEB VANGUARD MUN BD FDS5.0K shares-53.16%2025-12-312026-02-10
TMO THERMO FISHER SCIENTIFIC INC432 sharesnew addition2025-12-312026-02-10
MEDTRONIC PLC MEDTRONIC PLC2.6K sharesnew addition2025-12-312026-02-10
PB PROSPERITY BANCSHARES INC3.6K sharesnew addition2025-12-312026-02-10
WAB WABTEC1.2K sharesnew addition2025-12-312026-02-10
SPGI S&P GLOBAL INC472 shares-4.07%2025-12-312026-02-10
USHY ISHARES TR6.6K shares7.15%2025-12-312026-02-10
BUFF INNOVATOR ETFS TRUST4.9K sharesnew addition2025-12-312026-02-10
MUB ISHARES TR2.3K sharesnew addition2025-12-312026-02-10
ICLN ISHARES TR14.8K shares-24.42%2025-12-312026-02-10
AMH AMERICAN HOMES 4 RENT7.6K sharesnew addition2025-12-312026-02-10
NTNX NUTANIX INC4.7K sharesnew addition2025-12-312026-02-10
ROKU ROKU INC2.2K sharesnew addition2025-12-312026-02-10
USD PROSHARES TR4.6K sharesnew addition2025-12-312026-02-10
ARCC ARES CAPITAL CORP11.9K sharesnew addition2025-12-312026-02-10
ADI ANALOG DEVICES INC887 sharesnew addition2025-12-312026-02-10
ROST ROSS STORES INC1.3K sharesnew addition2025-12-312026-02-10
ZS ZSCALER INC1.1K sharesnew addition2025-12-312026-02-10
GDDY GODADDY INC1.9K sharesnew addition2025-12-312026-02-10
TTWO TAKE-TWO INTERACTIVE SOFTWAR924 sharesnew addition2025-12-312026-02-10
LYFT LYFT INC12.1K sharesnew addition2025-12-312026-02-10
ITT INC ITT INC1.3K sharesnew addition2025-12-312026-02-10
UAL UNITED AIRLS HLDGS INC2.1K sharesnew addition2025-12-312026-02-10
VEEV VEEVA SYS INC1.0K shares38.96%2025-12-312026-02-10
FDS FACTSET RESH SYS INC797 sharesnew addition2025-12-312026-02-10
GLPI GAMING & LEISURE PPTYS INC5.2K sharesnew addition2025-12-312026-02-10
KEY KEYCORP11.1K sharesnew addition2025-12-312026-02-10
RBC RBC BEARINGS INC507 sharesnew addition2025-12-312026-02-10
MASI MASIMO CORP1.7K sharesnew addition2025-12-312026-02-10
RL RALPH LAUREN CORP642 sharesnew addition2025-12-312026-02-10
OCTW AIM ETF PRODUCTS TRUST5.8K sharesnew addition2025-12-312026-02-10
AA ALCOA CORP4.2K sharesnew addition2025-12-312026-02-10
SF STIFEL FINL CORP1.8K sharesnew addition2025-12-312026-02-10
INDS PACER FDS TR6.1K shares0.00%2025-12-312026-02-10
APRW AIM ETF PRODUCTS TRUST6.3K shares0.00%2025-12-312026-02-10
AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2025-12-312026-02-10
PSA PUBLIC STORAGE OPER CO849 sharesnew addition2025-12-312026-02-10
EME EMCOR GROUP INC359 sharesnew addition2025-12-312026-02-10
MUSA MURPHY USA INC534 sharesnew addition2025-12-312026-02-10
PACS PACS GROUP INC5.5K sharesnew addition2025-12-312026-02-10
NVG NUVEEN AMT FREE MUN CR INC F16.8K shares0.00%2025-12-312026-02-10
ISEP INNOVATOR ETFS TRUST6.5K sharesnew addition2025-12-312026-02-10
ISRG INTUITIVE SURGICAL INC374 sharesnew addition2025-12-312026-02-10
CW CURTISS WRIGHT CORP380 sharesnew addition2025-12-312026-02-10
VRTX VERTEX PHARMACEUTICALS INC461 sharesnew addition2025-12-312026-02-10
DAL DELTA AIR LINES INC DEL3.0K sharesnew addition2025-12-312026-02-10
IWX ISHARES TR2.3K shares-3.33%2025-12-312026-02-10
MORN MORNINGSTAR INC945 sharesnew addition2025-12-312026-02-10
BAUG INNOVATOR ETFS TRUST4.0K sharesnew addition2025-12-312026-02-10
DHI D R HORTON INC1.4K sharesnew addition2025-12-312026-02-10
INTU INTUIT304 shares-20.21%2025-12-312026-02-10
FIVE FIVE BELOW INC1.1K sharesnew addition2025-12-312026-02-10
SO SOUTHERN CO2.3K sharesnew addition2025-12-312026-02-10
F FORD MTR CO12.8K sharesnew addition2025-12-312026-02-10
CNH CNH INDL N V13.8K sharesnew addition2025-12-312026-02-10
HUN HUNTSMAN CORP10.3K sharesnew addition2025-12-312026-02-10
EAD ALLSPRING INCOME OPPORTUNIT13.3K sharesnew addition2025-12-312026-02-10
MPW MEDICAL PPTYS TRUST INC14.4K sharesnew addition2025-12-312026-02-10
LYG LLOYDS BANKING GROUP PLC13.0K shares0.03%2025-12-312026-02-10
NWL NEWELL BRANDS INC12.3K sharesnew addition2025-12-312026-02-10
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available