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).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VCSH VANGUARD SCOTTSDALE FDS401.6K shares6415.63%2025-12-312026-02-10history
IVE ISHARES TR116.8K shares72.58%2025-12-312026-02-10history
SCHB SCHWAB STRATEGIC TR760.5K sharesnew addition2025-12-312026-02-10history
IVV ISHARES TR29.0K shares16.84%2025-12-312026-02-10history
IEMG ISHARES INC281.9K shares33.50%2025-12-312026-02-10history
DYNF BLACKROCK ETF TRUST307.2K shares22.84%2025-12-312026-02-10history
IVW ISHARES TR144.6K shares8.36%2025-12-312026-02-10history
BSCS INVESCO EXCH TRD SLF IDX FD828.7K sharesnew addition2025-12-312026-02-10history
Sponsored
SPY SPDR S&P 500 ETF TR24.1K shares32.41%2025-12-312026-02-10history
VTI VANGUARD INDEX FDS48.6K shares-1.92%2025-12-312026-02-10history
SFLR INNOVATOR ETFS TRUST370.7K shares34.91%2025-12-312026-02-10history
AGG ISHARES TR136.7K shares14.58%2025-12-312026-02-10history
OEF ISHARES TR38.7K shares77.07%2025-12-312026-02-10history
IYY ISHARES TR78.1K sharesnew addition2025-12-312026-02-10history
EFV ISHARES TR176.6K shares-31.24%2025-12-312026-02-10history
CGDV CAPITAL GROUP DIVIDEND VALUE287.1K sharesnew addition2025-12-312026-02-10history
Sponsored
MBB ISHARES TR117.8K shares11.19%2025-12-312026-02-10history
JAAA JANUS DETROIT STR TR196.9K shares136.78%2025-12-312026-02-10history
LQD ISHARES TR89.2K shares19.69%2025-12-312026-02-10history
IEF ISHARES TR100.9K shares21.96%2025-12-312026-02-10history
AAPL APPLE INC35.2K shares20.00%2025-12-312026-02-10history
FLXR TCW ETF TRUST238.7K sharesnew addition2025-12-312026-02-10history
IGRO ISHARES TR113.3K sharesnew addition2025-12-312026-02-10history
VUSB VANGUARD BD INDEX FDS188.2K shares3747.44%2025-12-312026-02-10history
Sponsored
DGRW WISDOMTREE TR101.9K sharesnew addition2025-12-312026-02-10history
FTCS FIRST TR EXCHANGE-TRADED FD91.9K sharesnew addition2025-12-312026-02-10history
VEA VANGUARD TAX-MANAGED FDS135.5K shares6.25%2025-12-312026-02-10history
QUAL ISHARES TR41.6K shares-54.69%2025-12-312026-02-10history
PAUG INNOVATOR ETFS TRUST181.6K sharesnew addition2025-12-312026-02-10history
MTUM ISHARES TR29.3K shares70.21%2025-12-312026-02-10history
OBDC BLUE OWL CAPITAL CORPORATION587.5K shares-5.06%2025-12-312026-02-10history
EQWL INVESCO EXCHANGE TRADED FD T61.6K sharesnew addition2025-12-312026-02-10history
Sponsored
THRO BLACKROCK ETF TRUST185.8K shares4.19%2025-12-312026-02-10history
MA MASTERCARD INCORPORATED12.5K shares799.57%2025-12-312026-02-10history
IEFA ISHARES TR79.6K shares8.21%2025-12-312026-02-10history
BAI BLACKROCK ETF TRUST212.0K shares126.28%2025-12-312026-02-10history
IUSB ISHARES TR143.5K shares-22.61%2025-12-312026-02-10history
GSIE GOLDMAN SACHS ETF TR151.3K sharesnew addition2025-12-312026-02-10history
MSFT MICROSOFT CORP13.4K shares38.61%2025-12-312026-02-10history
SCHX SCHWAB STRATEGIC TR236.4K shares426.02%2025-12-312026-02-10history
Sponsored
VGT VANGUARD WORLD FD8.2K shares1.33%2025-12-312026-02-10history
ARES ARES MANAGEMENT CORPORATION37.6K sharesnew addition2025-12-312026-02-10history
FSK FS KKR CAP CORP410.2K shares-1.82%2025-12-312026-02-10history
NVDA NVIDIA CORPORATION31.6K shares30.80%2025-12-312026-02-10history
INVESCO QQQ TR INVESCO QQQ TR9.4K shares17.98%2025-12-312026-02-10history
ALPHABET INC ALPHABET INC18.3K shares115.66%2025-12-312026-02-10history
OCTT AIM ETF PRODUCTS TRUST129.3K shares-18.38%2025-12-312026-02-10history
VANGUARD INDEX FDS VANGUARD INDEX FDS8.8K shares12.39%2025-12-312026-02-10history
Sponsored
VTV VANGUARD INDEX FDS28.4K sharesnew addition2025-12-312026-02-10history
BND VANGUARD BD INDEX FDS72.1K shares3.45%2025-12-312026-02-10history
SPIB SPDR SERIES TRUST157.5K shares563.52%2025-12-312026-02-10history
PAPR INNOVATOR ETFS TRUST126.3K sharesnew addition2025-12-312026-02-10history
AMZN AMAZON COM INC20.8K shares69.04%2025-12-312026-02-10history
JMBS JANUS DETROIT STR TR104.7K shares13.32%2025-12-312026-02-10history
SPYG SPDR SERIES TRUST44.2K shares400.49%2025-12-312026-02-10history
MINT PIMCO ETF TR45.9K shares276.91%2025-12-312026-02-10history
Sponsored
ABBV ABBVIE INC20.0K shares-4.28%2025-12-312026-02-10history
SPHQ INVESCO EXCHANGE TRADED FD T58.5K shares458.42%2025-12-312026-02-10history
ITA ISHARES TR19.9K shares1176.77%2025-12-312026-02-10history
TIP ISHARES TR34.1K shares13.91%2025-12-312026-02-10history
JPM JPMORGAN CHASE & CO.11.6K shares4.56%2025-12-312026-02-10history
VXUS VANGUARD STAR FDS48.3K shares280.90%2025-12-312026-02-10history
VCIT VANGUARD SCOTTSDALE FDS39.9K shares1130.41%2025-12-312026-02-10history
SHY ISHARES TR38.6K shares-5.57%2025-12-312026-02-10history
Sponsored
ALPHABET INC ALPHABET INC10.1K shares8.31%2025-12-312026-02-10history
BSCR INVESCO EXCH TRD SLF IDX FD158.0K sharesnew addition2025-12-312026-02-10history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.6K sharesnew addition2025-12-312026-02-10history
VYMI VANGUARD WHITEHALL FDS30.9K sharesnew addition2025-12-312026-02-10history
MCD MCDONALDS CORP9.1K shares11.48%2025-12-312026-02-10history
IJR ISHARES TR23.0K shares0.30%2025-12-312026-02-10history
XLK SELECT SECTOR SPDR TR18.7K shares96.87%2025-12-312026-02-10history
VWO VANGUARD INTL EQUITY INDEX F48.1K shares-0.43%2025-12-312026-02-10history
Sponsored
CGIC CAPITAL GROUP INTERNATIONAL74.1K sharesnew addition2025-12-312026-02-10history
TLH ISHARES TR23.5K shares13.41%2025-12-312026-02-10history
PJUL INNOVATOR ETFS TRUST51.5K sharesnew addition2025-12-312026-02-10history
VCRB VANGUARD MALVERN FDS30.3K shares4.05%2025-12-312026-02-10history
VEU VANGUARD INTL EQUITY INDEX F31.7K sharesnew addition2025-12-312026-02-10history
ABT ABBOTT LABS18.6K shares-10.95%2025-12-312026-02-10history
SPSM SPDR SERIES TRUST46.9K shares6.39%2025-12-312026-02-10history
SCHG SCHWAB STRATEGIC TR65.2K sharesnew addition2025-12-312026-02-10history
Sponsored
META META PLATFORMS INC3.2K shares38.57%2025-12-312026-02-10history
MDY SPDR S&P MIDCAP 400 ETF TR3.5K shares-0.83%2025-12-312026-02-10history
QFLR INNOVATOR ETFS TRUST59.0K shares44.20%2025-12-312026-02-10history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares110.54%2025-12-312026-02-10history
BROADCOM INC BROADCOM INC5.7K shares15.88%2025-12-312026-02-10history
BINC BLACKROCK ETF TRUST II37.0K shares28.72%2025-12-312026-02-10history
DLN WISDOMTREE TR22.1K sharesnew addition2025-12-312026-02-10history
JULT AIM ETF PRODUCTS TRUST43.2K shares48.05%2025-12-312026-02-10history
Sponsored
JPST J P MORGAN EXCHANGE TRADED F38.2K sharesnew addition2025-12-312026-02-10history
AOR ISHARES TR26.7K shares-13.02%2025-12-312026-02-10history
TSLA TESLA INC3.8K shares28.18%2025-12-312026-02-10history
WMT WALMART INC15.0K shares95.67%2025-12-312026-02-10history
IJH ISHARES TR25.1K shares0.55%2025-12-312026-02-10history
JNJ JOHNSON & JOHNSON7.9K shares29.16%2025-12-312026-02-10history
CAT CATERPILLAR INC2.8K shares8.33%2025-12-312026-02-10history
AOK ISHARES TR39.6K shares-15.77%2025-12-312026-02-10history
Sponsored
APRT AIM ETF PRODUCTS TRUST37.0K shares69.32%2025-12-312026-02-10history
IWF ISHARES TR3.2K shares331.68%2025-12-312026-02-10history
V VISA INC4.3K shares26.08%2025-12-312026-02-10history
VIG VANGUARD SPECIALIZED FUNDS6.5K sharesnew addition2025-12-312026-02-10history
ISHARES GOLD TR ISHARES GOLD TR17.5K shares29.85%2025-12-312026-02-10history
VYM VANGUARD WHITEHALL FDS9.8K shares338.80%2025-12-312026-02-10history
IAGG ISHARES TR27.4K shares10.01%2025-12-312026-02-10history
IQLT ISHARES TR30.2K sharesnew addition2025-12-312026-02-10history
Sponsored
MOAT VANECK ETF TRUST13.2K shares-1.30%2025-12-312026-02-10history
IDV ISHARES TR34.7K sharesnew addition2025-12-312026-02-10history
QPX ADVISORSHARES TR30.6K shares-7.75%2025-12-312026-02-10history
VMBS VANGUARD SCOTTSDALE FDS28.9K shares0.10%2025-12-312026-02-10history
JANT AIM ETF PRODUCTS TRUST32.8K shares87.09%2025-12-312026-02-10history
XT ISHARES TR19.2K shares-23.07%2025-12-312026-02-10history
JMEE J P MORGAN EXCHANGE TRADED F20.7K sharesnew addition2025-12-312026-02-10history
IEI ISHARES TR11.2K sharesnew addition2025-12-312026-02-10history
Sponsored
IJUL INNOVATOR ETFS TRUST39.3K sharesnew addition2025-12-312026-02-10history
FUMB FIRST TR EXCH TRADED FD III64.4K sharesnew addition2025-12-312026-02-10history
LLY ELI LILLY & CO1.2K shares42.77%2025-12-312026-02-10history
VGSH VANGUARD SCOTTSDALE FDS21.1K shares50.63%2025-12-312026-02-10history
MMM 3M CO7.5K shares17.58%2025-12-312026-02-10history
AOA ISHARES TR13.4K shares34.67%2025-12-312026-02-10history
VNLA JANUS DETROIT STR TR24.2K shares-1.71%2025-12-312026-02-10history
PNOV INNOVATOR ETFS TRUST27.1K sharesnew addition2025-12-312026-02-10history
Sponsored
COST COSTCO WHSL CORP NEW1.3K shares-3.64%2025-12-312026-02-10history
IBIT ISHARES BITCOIN TRUST ETF22.3K shares103.41%2025-12-312026-02-10history
XLY SELECT SECTOR SPDR TR9.2K shares97.68%2025-12-312026-02-10history
XOM EXXON MOBIL CORP8.9K shares15.53%2025-12-312026-02-10history
AOM ISHARES TR22.0K shares6.37%2025-12-312026-02-10history
CEG CONSTELLATION ENERGY CORP3.0K shares1.19%2025-12-312026-02-10history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.4K sharesnew addition2025-12-312026-02-10history
MERCK & CO INC MERCK & CO INC9.7K shares59.98%2025-12-312026-02-10history
Sponsored
SLQD ISHARES TR19.9K sharesnew addition2025-12-312026-02-10history
XLC SELECT SECTOR SPDR TR8.5K shares-5.53%2025-12-312026-02-10history
POCT INNOVATOR ETFS TRUST22.7K sharesnew addition2025-12-312026-02-10history
IXUS ISHARES TR11.8K sharesnew addition2025-12-312026-02-10history
RFLR INNOVATOR ETFS TRUST34.1K shares99.85%2025-12-312026-02-10history
VTES VANGUARD WELLINGTON FD9.4K sharesnew addition2025-12-312026-02-10history
ILCB ISHARES TR9.8K sharesnew addition2025-12-312026-02-10history
COF CAPITAL ONE FINL CORP3.8K shares135.21%2025-12-312026-02-10history
Sponsored
CB CHUBB LIMITED2.9K shares258.91%2025-12-312026-02-10history
GSLC GOLDMAN SACHS ETF TR6.8K sharesnew addition2025-12-312026-02-10history
CGUS CAPITAL GROUP CORE EQUITY ET21.8K sharesnew addition2025-12-312026-02-10history
JAVA J P MORGAN EXCHANGE TRADED F12.1K sharesnew addition2025-12-312026-02-10history
SPYV SPDR SERIES TRUST15.1K shares116.19%2025-12-312026-02-10history
SNA SNAP ON INC2.5K shares0.82%2025-12-312026-02-10history
VGIT VANGUARD SCOTTSDALE FDS14.1K shares1.46%2025-12-312026-02-10history
MU MICRON TECHNOLOGY INC3.0K shares100.68%2025-12-312026-02-10history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO15.0K sharesnew addition2025-12-312026-02-10history
PLTR PALANTIR TECHNOLOGIES INC4.5K shares75.89%2025-12-312026-02-10history
AXP AMERICAN EXPRESS CO2.2K shares9.66%2025-12-312026-02-10history
CNC CENTENE CORP DEL19.3K sharesnew addition2025-12-312026-02-10history
BSCU INVESCO EXCH TRD SLF IDX FD46.8K sharesnew addition2025-12-312026-02-10history
HD HOME DEPOT INC2.3K shares52.03%2025-12-312026-02-10history
XLI SELECT SECTOR SPDR TR5.1K shares-1.04%2025-12-312026-02-10history
PEP PEPSICO INC5.4K shares49.79%2025-12-312026-02-10history
Sponsored
MS MORGAN STANLEY4.4K shares16.98%2025-12-312026-02-10history
TJX TJX COS INC NEW5.0K shares121.76%2025-12-312026-02-10history
HYLB DBX ETF TR20.4K shares-3.22%2025-12-312026-02-10history
ESGU ISHARES TR5.0K shares2.58%2025-12-312026-02-10history
ABNB AIRBNB INC5.4K shares152.33%2025-12-312026-02-10history
ATLASSIAN CORPORATION ATLASSIAN CORPORATION4.5K sharesnew addition2025-12-312026-02-10history
EMB ISHARES TR7.6K shares-7.00%2025-12-312026-02-10history
DBEF DBX ETF TR15.1K shares30.96%2025-12-312026-02-10history
Sponsored
IWM ISHARES TR2.9K shares0.00%2025-12-312026-02-10history
GWX SPDR INDEX SHS FDS17.2K shares-2.17%2025-12-312026-02-10history
BJUN INNOVATOR ETFS TRUST14.8K sharesnew addition2025-12-312026-02-10history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares180.03%2025-12-312026-02-10history
FIX COMFORT SYS USA INC738 sharesnew addition2025-12-312026-02-10history
IBM INTERNATIONAL BUSINESS MACHS2.3K shares22.15%2025-12-312026-02-10history
ALL ALLSTATE CORP3.3K shares30.56%2025-12-312026-02-10history
BKNG BOOKING HOLDINGS INC126 shares68.00%2025-12-312026-02-10history
Sponsored
CSCO CISCO SYS INC8.7K shares15.36%2025-12-312026-02-10history
PMAY INNOVATOR ETFS TRUST16.7K sharesnew addition2025-12-312026-02-10history
EIX EDISON INTL10.8K sharesnew addition2025-12-312026-02-10history
GLD SPDR GOLD TR1.6K shares62.21%2025-12-312026-02-10history
PCG PG&E CORP40.0K shares249.65%2025-12-312026-02-10history
VONV VANGUARD SCOTTSDALE FDS6.9K shares41.09%2025-12-312026-02-10history
SCHE SCHWAB STRATEGIC TR19.1K shares-24.17%2025-12-312026-02-10history
NEM NEWMONT CORP6.2K sharesnew addition2025-12-312026-02-10history
Sponsored
IGSB ISHARES TR11.7K sharesnew addition2025-12-312026-02-10history
EW EDWARDS LIFESCIENCES CORP7.3K shares24.07%2025-12-312026-02-10history
IBHF ISHARES TR26.7K shares2.47%2025-12-312026-02-10history
ZM ZOOM COMMUNICATIONS INC7.1K sharesnew addition2025-12-312026-02-10history
EXPE EXPEDIA GROUP INC2.1K sharesnew addition2025-12-312026-02-10history
NEA NUVEEN AMT FREE QLTY MUN INC52.1K shares0.00%2025-12-312026-02-10history
PG PROCTER AND GAMBLE CO4.2K shares18.00%2025-12-312026-02-10history
IQV IQVIA HLDGS INC2.6K shares133.10%2025-12-312026-02-10history
Sponsored
FLGB FRANKLIN TEMPLETON ETF TR17.3K shares-1.14%2025-12-312026-02-10history
LMT LOCKHEED MARTIN CORP1.2K sharesnew addition2025-12-312026-02-10history
DECK DECKERS OUTDOOR CORP5.6K shares38.05%2025-12-312026-02-10history
CFG CITIZENS FINL GROUP INC9.9K sharesnew addition2025-12-312026-02-10history
PRU PRUDENTIAL FINL INC5.1K shares8.20%2025-12-312026-02-10history
WFC WELLS FARGO CO NEW6.2K shares27.84%2025-12-312026-02-10history
ARISTA NETWORKS INC ARISTA NETWORKS INC4.4K shares212.09%2025-12-312026-02-10history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares109.66%2025-12-312026-02-10history
Sponsored
MEDP MEDPACE HLDGS INC1.0K sharesnew addition2025-12-312026-02-10history
AUGT AIM ETF PRODUCTS TRUST15.9K shares0.00%2025-12-312026-02-10history
EFG ISHARES TR5.0K shares-91.01%2025-12-312026-02-10history
BSCQ INVESCO EXCH TRD SLF IDX FD28.8K sharesnew addition2025-12-312026-02-10history
SYK STRYKER CORPORATION1.6K shares11.17%2025-12-312026-02-10history
FDX FEDEX CORP1.9K sharesnew addition2025-12-312026-02-10history
UPS UNITED PARCEL SERVICE INC5.6K shares76.35%2025-12-312026-02-10history
MGK VANGUARD WORLD FD1.3K shares-5.34%2025-12-312026-02-10history
Sponsored
BSV VANGUARD BD INDEX FDS7.1K shares-5.85%2025-12-312026-02-10history
REGN REGENERON PHARMACEUTICALS717 sharesnew addition2025-12-312026-02-10history
ITOT ISHARES TR3.7K shares10.82%2025-12-312026-02-10history
GRID FIRST TR EXCHANGE TRADED FD3.6K shares-25.72%2025-12-312026-02-10history
ESGV VANGUARD WORLD FD4.5K sharesnew addition2025-12-312026-02-10history
JBHT HUNT J B TRANS SVCS INC2.8K sharesnew addition2025-12-312026-02-10history
PNC PNC FINL SVCS GROUP INC2.5K shares86.57%2025-12-312026-02-10history
BJUL INNOVATOR ETFS TRUST10.1K sharesnew addition2025-12-312026-02-10history
Sponsored
CRM SALESFORCE INC1.9K shares11.23%2025-12-312026-02-10history
JEPQ J P MORGAN EXCHANGE TRADED F8.7K shares-2.89%2025-12-312026-02-10history
EMR EMERSON ELEC CO3.8K shares15.90%2025-12-312026-02-10history
DHR DANAHER CORPORATION2.2K shares115.11%2025-12-312026-02-10history
JEPI J P MORGAN EXCHANGE TRADED F8.7K shares24.15%2025-12-312026-02-10history
CITIGROUP INC CITIGROUP INC4.3K shares113.78%2025-12-312026-02-10history
GE AEROSPACE GE AEROSPACE1.6K shares16.74%2025-12-312026-02-10history
FVD FIRST TR EXCHANGE-TRADED FD10.7K sharesnew addition2025-12-312026-02-10history
Sponsored
VONG VANGUARD SCOTTSDALE FDS4.0K shares69.82%2025-12-312026-02-10history
DIS DISNEY WALT CO4.3K shares27.23%2025-12-312026-02-10history
IQDF FLEXSHARES TR15.9K sharesnew addition2025-12-312026-02-10history
MCHI ISHARES TR8.0K shares-30.20%2025-12-312026-02-10history
BK BANK NEW YORK MELLON CORP4.1K shares60.73%2025-12-312026-02-10history
ILF ISHARES TR15.4K shares24.06%2025-12-312026-02-10history
LVS LAS VEGAS SANDS CORP7.2K sharesnew addition2025-12-312026-02-10history
CVX CHEVRON CORP NEW3.1K shares5.84%2025-12-312026-02-10history
Sponsored
VZ VERIZON COMMUNICATIONS INC11.4K shares9.15%2025-12-312026-02-10history
IOCT INNOVATOR ETFS TRUST13.4K sharesnew addition2025-12-312026-02-10history
ORCL ORACLE CORP2.4K shares33.15%2025-12-312026-02-10history
INDA ISHARES TR8.5K shares-18.87%2025-12-312026-02-10history
FTI TECHNIPFMC PLC10.3K sharesnew addition2025-12-312026-02-10history
IYW ISHARES TR2.3K shares-90.44%2025-12-312026-02-10history
BBY BEST BUY INC6.8K sharesnew addition2025-12-312026-02-10history
CATX PERSPECTIVE THERAPEUTICS INC164.7K shares0.00%2025-12-312026-02-10history
Sponsored
PM PHILIP MORRIS INTL INC2.8K shares1.70%2025-12-312026-02-10history
GEV GE VERNOVA INC690 shares57.18%2025-12-312026-02-10history
IWY ISHARES TR1.6K shares-2.81%2025-12-312026-02-10history
LAM RESEARCH CORP LAM RESEARCH CORP2.6K shares74.35%2025-12-312026-02-10history
WDC WESTERN DIGITAL CORP2.6K sharesnew addition2025-12-312026-02-10history
MCK MCKESSON CORP544 sharesnew addition2025-12-312026-02-10history
IBHH ISHARES TR18.8K shares0.00%2025-12-312026-02-10history
IBDR ISHARES TR18.3K sharesnew addition2025-12-312026-02-10history
Sponsored
SCHZ SCHWAB STRATEGIC TR18.7K shares-0.18%2025-12-312026-02-10history
BAC BANK AMERICA CORP7.9K shares15.63%2025-12-312026-02-10history
VOX VANGUARD WORLD FD2.2K shares-26.85%2025-12-312026-02-10history
DG DOLLAR GEN CORP NEW3.2K sharesnew addition2025-12-312026-02-10history
FHLC FIDELITY COVINGTON TRUST5.7K shares-9.12%2025-12-312026-02-10history
ADP AUTOMATIC DATA PROCESSING IN1.7K shares-0.42%2025-12-312026-02-10history
FSCO FS CREDIT OPPORTUNITIES CORP66.7K shares-15.33%2025-12-312026-02-10history
ETOR ETORO GROUP LTD11.9K sharesnew addition2025-12-312026-02-10history
Sponsored
PSX PHILLIPS 663.2K sharesnew addition2025-12-312026-02-10history
WELL WELLTOWER INC2.3K shares0.76%2025-12-312026-02-10history
ALNY ALNYLAM PHARMACEUTICALS INC1.1K sharesnew addition2025-12-312026-02-10history
EXC EXELON CORP9.5K shares0.90%2025-12-312026-02-10history
XLP SELECT SECTOR SPDR TR5.3K shares-1.08%2025-12-312026-02-10history
CMG CHIPOTLE MEXICAN GRILL INC11.2K sharesnew addition2025-12-312026-02-10history
MKTX MARKETAXESS HLDGS INC2.3K sharesnew addition2025-12-312026-02-10history
NTRA NATERA INC1.8K sharesnew addition2025-12-312026-02-10history
Sponsored
INTC INTEL CORP11.1K shares50.61%2025-12-312026-02-10history
FTEC FIDELITY COVINGTON TRUST1.8K shares-33.87%2025-12-312026-02-10history
THE CIGNA GROUP THE CIGNA GROUP1.5K shares6.92%2025-12-312026-02-10history
BMRN BIOMARIN PHARMACEUTICAL INC6.7K sharesnew addition2025-12-312026-02-10history
AMD ADVANCED MICRO DEVICES INC1.9K shares15.70%2025-12-312026-02-10history
USB US BANCORP DEL7.4K sharesnew addition2025-12-312026-02-10history
T AT&T INC15.9K shares10.42%2025-12-312026-02-10history
ILMN ILLUMINA INC3.0K sharesnew addition2025-12-312026-02-10history
Sponsored
IWD ISHARES TR1.9K shares-2.25%2025-12-312026-02-10history
ADBE ADOBE INC1.1K shares30.81%2025-12-312026-02-10history
IAPR INNOVATOR ETFS TRUST12.5K sharesnew addition2025-12-312026-02-10history
KDP KEURIG DR PEPPER INC13.7K sharesnew addition2025-12-312026-02-10history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares2.93%2025-12-312026-02-10history
EXEL EXELIXIS INC8.7K sharesnew addition2025-12-312026-02-10history
ESTC ELASTIC N V5.0K sharesnew addition2025-12-312026-02-10history
NFLX NETFLIX INC4.0K shares872.09%2025-12-312026-02-10history
Sponsored
PLD PROLOGIS INC.2.9K sharesnew addition2025-12-312026-02-10history
SPYM SPDR SERIES TRUST4.7K shares0.00%2025-12-312026-02-10history
SCHW SCHWAB CHARLES CORP3.7K shares5.26%2025-12-312026-02-10history
FSTA FIDELITY COVINGTON TRUST7.5K shares8.04%2025-12-312026-02-10history
EFA ISHARES TR3.8K shares-0.16%2025-12-312026-02-10history
GIS GENERAL MLS INC7.9K sharesnew addition2025-12-312026-02-10history
QCOM QUALCOMM INC2.1K shares24.58%2025-12-312026-02-10history
KMI KINDER MORGAN INC DEL13.3K shares63.78%2025-12-312026-02-10history
Sponsored
PANW PALO ALTO NETWORKS INC2.0K shares100.41%2025-12-312026-02-10history
PFE PFIZER INC14.6K shares11.79%2025-12-312026-02-10history
KO COCA COLA CO5.2K shares14.18%2025-12-312026-02-10history
MLI MUELLER INDS INC3.1K sharesnew addition2025-12-312026-02-10history
RTX RTX CORPORATION2.0K shares48.89%2025-12-312026-02-10history
STERIS PLC STERIS PLC1.4K sharesnew addition2025-12-312026-02-10history
UNH UNITEDHEALTH GROUP INC1.1K shares3.41%2025-12-312026-02-10history
TXT TEXTRON INC4.0K sharesnew addition2025-12-312026-02-10history
Sponsored
CMI CUMMINS INC681 sharesnew addition2025-12-312026-02-10history
SDVY FIRST TR EXCHANGE-TRADED FD9.1K sharesnew addition2025-12-312026-02-10history
TGT TARGET CORP3.5K sharesnew addition2025-12-312026-02-10history
USMV ISHARES TR3.6K shares5.21%2025-12-312026-02-10history
IJAN INNOVATOR ETFS TRUST9.4K sharesnew addition2025-12-312026-02-10history
HII HUNTINGTON INGALLS INDS INC997 sharesnew addition2025-12-312026-02-10history
TSN TYSON FOODS INC5.8K sharesnew addition2025-12-312026-02-10history
UTHR UNITED THERAPEUTICS CORP DEL691 sharesnew addition2025-12-312026-02-10history
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NVR NVR INC46 sharesnew addition2025-12-312026-02-10history
BAX BAXTER INTL INC17.4K sharesnew addition2025-12-312026-02-10history
IT GARTNER INC1.3K sharesnew addition2025-12-312026-02-10history
PNFP PINNACLE FINL PARTNERS INC3.5K sharesnew addition2025-12-312026-02-10history
IBDS ISHARES TR13.5K sharesnew addition2025-12-312026-02-10history
AMP AMERIPRISE FINL INC670 sharesnew addition2025-12-312026-02-10history
AMAT APPLIED MATLS INC1.3K shares5.05%2025-12-312026-02-10history
EATON CORP PLC EATON CORP PLC1.0K sharesnew addition2025-12-312026-02-10history
Sponsored
GOVT ISHARES TR13.9K shares-8.16%2025-12-312026-02-10history
VRSN VERISIGN INC1.3K sharesnew addition2025-12-312026-02-10history
THC TENET HEALTHCARE CORP1.6K sharesnew addition2025-12-312026-02-10history
NYT NEW YORK TIMES CO4.5K sharesnew addition2025-12-312026-02-10history
JANW AIM ETF PRODUCTS TRUST8.4K shares0.00%2025-12-312026-02-10history
NOW SERVICENOW INC2.0K sharesnew addition2025-12-312026-02-10history
VTR VENTAS INC4.0K sharesnew addition2025-12-312026-02-10history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW9.0K shares46.62%2025-12-312026-02-10history
Sponsored
BSCV INVESCO EXCH TRD SLF IDX FD18.5K sharesnew addition2025-12-312026-02-10history
JLL JONES LANG LASALLE INC907 sharesnew addition2025-12-312026-02-10history
JEF JEFFERIES FINL GROUP INC4.8K sharesnew addition2025-12-312026-02-10history
FTNT FORTINET INC3.8K sharesnew addition2025-12-312026-02-10history
NLR VANECK ETF TRUST2.4K shares-26.50%2025-12-312026-02-10history
BOCT INNOVATOR ETFS TRUST6.0K sharesnew addition2025-12-312026-02-10history
DOV DOVER CORP1.5K sharesnew addition2025-12-312026-02-10history
NDAQ NASDAQ INC3.0K sharesnew addition2025-12-312026-02-10history
Sponsored
FCX FREEPORT-MCMORAN INC5.8K sharesnew addition2025-12-312026-02-10history
G GENPACT LIMITED6.3K sharesnew addition2025-12-312026-02-10history
SBUX STARBUCKS CORP3.5K sharesnew addition2025-12-312026-02-10history
BLACKROCK INC BLACKROCK INC273 shares13.75%2025-12-312026-02-10history
PYPL PAYPAL HLDGS INC5.0K sharesnew addition2025-12-312026-02-10history
BSJQ INVESCO EXCH TRD SLF IDX FD12.5K sharesnew addition2025-12-312026-02-10history
VUG VANGUARD INDEX FDS595 shares4.20%2025-12-312026-02-10history
BDX BECTON DICKINSON & CO1.5K sharesnew addition2025-12-312026-02-10history
Sponsored
ARMK ARAMARK7.8K sharesnew addition2025-12-312026-02-10history
ADT ADT INC DEL35.5K sharesnew addition2025-12-312026-02-10history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K shares1.45%2025-12-312026-02-10history
SCHP SCHWAB STRATEGIC TR10.8K shares1.11%2025-12-312026-02-10history
PMAR INNOVATOR ETFS TRUST6.4K sharesnew addition2025-12-312026-02-10history
HUBS HUBSPOT INC710 sharesnew addition2025-12-312026-02-10history
BIL SPDR SERIES TRUST3.1K shares0.52%2025-12-312026-02-10history
EMQQ EXCHANGE TRADED CONCEPTS TRU7.0K shares-18.51%2025-12-312026-02-10history
Sponsored
SCHH SCHWAB STRATEGIC TR13.5K shares6.46%2025-12-312026-02-10history
AMT AMERICAN TOWER CORP NEW1.6K sharesnew addition2025-12-312026-02-10history
AXS AXIS CAP HLDGS LTD2.6K sharesnew addition2025-12-312026-02-10history
INCY INCYTE CORP2.8K sharesnew addition2025-12-312026-02-10history
SYSB ISHARES TR3.1K sharesnew addition2025-12-312026-02-10history
NBIX NEUROCRINE BIOSCIENCES INC2.0K sharesnew addition2025-12-312026-02-10history
TER TERADYNE INC1.4K sharesnew addition2025-12-312026-02-10history
SNOW SNOWFLAKE INC1.3K shares25.83%2025-12-312026-02-10history
Sponsored
FNF FIDELITY NATIONAL FINANCIAL5.0K sharesnew addition2025-12-312026-02-10history
ROK ROCKWELL AUTOMATION INC702 shares2.93%2025-12-312026-02-10history
PGR PROGRESSIVE CORP1.2K sharesnew addition2025-12-312026-02-10history
OTIS OTIS WORLDWIDE CORP3.1K sharesnew addition2025-12-312026-02-10history
GS GOLDMAN SACHS GROUP INC304 sharesnew addition2025-12-312026-02-10history
MMC MARSH & MCLENNAN COS INC1.4K sharesnew addition2025-12-312026-02-10history
EXAS EXACT SCIENCES CORP2.6K sharesnew addition2025-12-312026-02-10history
FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.6K sharesnew addition2025-12-312026-02-10history
Sponsored
APH AMPHENOL CORP NEW1.9K shares11.56%2025-12-312026-02-10history
AXTA AXALTA COATING SYS LTD7.9K sharesnew addition2025-12-312026-02-10history
XLE SELECT SECTOR SPDR TR5.7K sharesnew addition2025-12-312026-02-10history
PH PARKER-HANNIFIN CORP288 shares2.49%2025-12-312026-02-10history
BWA BORGWARNER INC5.6K sharesnew addition2025-12-312026-02-10history
MTG MGIC INVT CORP WIS8.6K sharesnew addition2025-12-312026-02-10history
VTEB VANGUARD MUN BD FDS5.0K shares-53.16%2025-12-312026-02-10history
TMO THERMO FISHER SCIENTIFIC INC432 sharesnew addition2025-12-312026-02-10history
Sponsored
MEDTRONIC PLC MEDTRONIC PLC2.6K sharesnew addition2025-12-312026-02-10history
PB PROSPERITY BANCSHARES INC3.6K sharesnew addition2025-12-312026-02-10history
WAB WABTEC1.2K sharesnew addition2025-12-312026-02-10history
SPGI S&P GLOBAL INC472 shares-4.07%2025-12-312026-02-10history
USHY ISHARES TR6.6K shares7.15%2025-12-312026-02-10history
BUFF INNOVATOR ETFS TRUST4.9K sharesnew addition2025-12-312026-02-10history
MUB ISHARES TR2.3K sharesnew addition2025-12-312026-02-10history
ICLN ISHARES TR14.8K shares-24.42%2025-12-312026-02-10history
Sponsored
AMH AMERICAN HOMES 4 RENT7.6K sharesnew addition2025-12-312026-02-10history
NTNX NUTANIX INC4.7K sharesnew addition2025-12-312026-02-10history
ROKU ROKU INC2.2K sharesnew addition2025-12-312026-02-10history
USD PROSHARES TR4.6K sharesnew addition2025-12-312026-02-10history
ARCC ARES CAPITAL CORP11.9K sharesnew addition2025-12-312026-02-10history
ADI ANALOG DEVICES INC887 sharesnew addition2025-12-312026-02-10history
ROST ROSS STORES INC1.3K sharesnew addition2025-12-312026-02-10history
ZS ZSCALER INC1.1K sharesnew addition2025-12-312026-02-10history
Sponsored
GDDY GODADDY INC1.9K sharesnew addition2025-12-312026-02-10history
TTWO TAKE-TWO INTERACTIVE SOFTWAR924 sharesnew addition2025-12-312026-02-10history
LYFT LYFT INC12.1K sharesnew addition2025-12-312026-02-10history
ITT INC ITT INC1.3K sharesnew addition2025-12-312026-02-10history
UAL UNITED AIRLS HLDGS INC2.1K sharesnew addition2025-12-312026-02-10history
VEEV VEEVA SYS INC1.0K shares38.96%2025-12-312026-02-10history
FDS FACTSET RESH SYS INC797 sharesnew addition2025-12-312026-02-10history
GLPI GAMING & LEISURE PPTYS INC5.2K sharesnew addition2025-12-312026-02-10history
Sponsored
KEY KEYCORP11.1K sharesnew addition2025-12-312026-02-10history
RBC RBC BEARINGS INC507 sharesnew addition2025-12-312026-02-10history
MASI MASIMO CORP1.7K sharesnew addition2025-12-312026-02-10history
RL RALPH LAUREN CORP642 sharesnew addition2025-12-312026-02-10history
OCTW AIM ETF PRODUCTS TRUST5.8K sharesnew addition2025-12-312026-02-10history
AA ALCOA CORP4.2K sharesnew addition2025-12-312026-02-10history
SF STIFEL FINL CORP1.8K sharesnew addition2025-12-312026-02-10history
INDS PACER FDS TR6.1K shares0.00%2025-12-312026-02-10history
Sponsored
APRW AIM ETF PRODUCTS TRUST6.3K shares0.00%2025-12-312026-02-10history
AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2025-12-312026-02-10history
PSA PUBLIC STORAGE OPER CO849 sharesnew addition2025-12-312026-02-10history
EME EMCOR GROUP INC359 sharesnew addition2025-12-312026-02-10history
MUSA MURPHY USA INC534 sharesnew addition2025-12-312026-02-10history
PACS PACS GROUP INC5.5K sharesnew addition2025-12-312026-02-10history
NVG NUVEEN AMT FREE MUN CR INC F16.8K shares0.00%2025-12-312026-02-10history
ISEP INNOVATOR ETFS TRUST6.5K sharesnew addition2025-12-312026-02-10history
Sponsored
ISRG INTUITIVE SURGICAL INC374 sharesnew addition2025-12-312026-02-10history
CW CURTISS WRIGHT CORP380 sharesnew addition2025-12-312026-02-10history
VRTX VERTEX PHARMACEUTICALS INC461 sharesnew addition2025-12-312026-02-10history
DAL DELTA AIR LINES INC DEL3.0K sharesnew addition2025-12-312026-02-10history
IWX ISHARES TR2.3K shares-3.33%2025-12-312026-02-10history
MATCH GROUP INC NEW MATCH GROUP INC NEW6.4K sharesnew addition2025-12-312026-02-10history
MORN MORNINGSTAR INC945 sharesnew addition2025-12-312026-02-10history
INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC495.9K shares3.06%2025-12-312026-02-10history
Sponsored
BAUG INNOVATOR ETFS TRUST4.0K sharesnew addition2025-12-312026-02-10history
DHI D R HORTON INC1.4K sharesnew addition2025-12-312026-02-10history
INTU INTUIT304 shares-20.21%2025-12-312026-02-10history
FIVE FIVE BELOW INC1.1K sharesnew addition2025-12-312026-02-10history
SO SOUTHERN CO2.3K sharesnew addition2025-12-312026-02-10history
F FORD MTR CO12.8K sharesnew addition2025-12-312026-02-10history
CNH CNH INDL N V13.8K sharesnew addition2025-12-312026-02-10history
HUN HUNTSMAN CORP10.3K sharesnew addition2025-12-312026-02-10history
Sponsored
EAD ALLSPRING INCOME OPPORTUNIT13.3K sharesnew addition2025-12-312026-02-10history
MPW MEDICAL PPTYS TRUST INC14.4K sharesnew addition2025-12-312026-02-10history
LYG LLOYDS BANKING GROUP PLC13.0K shares0.03%2025-12-312026-02-10history
NWL NEWELL BRANDS INC12.3K sharesnew addition2025-12-312026-02-10history

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