The Analysis of Simmons Bank's Holdings
Currently, Simmons Bank holds 327 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in XLK (+63.2K shares, valued at $9.1M), XLY (+23.1K shares, valued at $2.8M), REGN (+3.1K shares, valued at $2.4M); decreased their positions in PEP (-14.5K shares, valued at $2.1M), APD (-7.4K shares, valued at $1.8M), ADBE (-4.8K shares, valued at $1.7M); initiated new positions in REGN (+3.1K shares, valued at $2.4M), NDAQ (+23.1K shares, valued at $2.2M), HUBS (+1.8K shares, valued at $723.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ORLY O REILLY AUTOMOTIVE INC1.5M shares-0.10%2025-12-312026-02-05
NVDA NVIDIA CORP317.1K shares-2.50%2025-12-312026-02-05 SPY SPDR S&P 500 (MKT)76.1K shares-2.73%2025-12-312026-02-05 MSFT MICROSOFT CORP96.0K shares-2.25%2025-12-312026-02-05 IWF ISHARES RUSSELL 1000 GROWTH77.4K shares-1.44%2025-12-312026-02-05 AAPL APPLE INC128.3K shares0.21%2025-12-312026-02-05 AMZN AMAZON COM INC121.4K shares0.26%2025-12-312026-02-05 SFNC SIMMONS 1ST NATL CORP1.4M shares5.90%2025-12-312026-02-05 VEA VANGUARD FTSE DEVELOPED MARKETS396.4K shares-2.01%2025-12-312026-02-05 HDV ISHARES HIGH DIVIDEND (MKT)196.0K shares-2.97%2025-12-312026-02-05 WMT WALMART INC213.6K shares-1.61%2025-12-312026-02-05 IJR ISHARES CORE S&P SMALL-CAP (MKT)191.4K shares-1.37%2025-12-312026-02-05 VO VANGUARD MID-CAP ETF (MKT)73.9K shares-2.60%2025-12-312026-02-05 JPM JP MORGAN CHASE & CO62.1K shares0.58%2025-12-312026-02-05 META META PLATFORMS INC30.0K shares1.95%2025-12-312026-02-05 XLK STATE STREET TECHNOLOGY SELECT126.4K shares100.06%2025-12-312026-02-05 IJH ISHARES CORE S&P MID-CAP (MKT)263.6K shares-2.24%2025-12-312026-02-05 GS GOLDMAN SACHS GROUP INC18.3K shares-0.22%2025-12-312026-02-05 CAT CATERPILLAR INC27.4K shares-1.22%2025-12-312026-02-05 MDY SPDR S&P MIDCAP 400 (MKT)24.5K shares-0.62%2025-12-312026-02-05 IWM ISHARES RUSSELL 2000 (MKT)57.9K shares-0.88%2025-12-312026-02-05 XOM EXXON MOBIL CORP113.9K shares3.66%2025-12-312026-02-05 CVX CHEVRON CORP NEW85.4K shares2.46%2025-12-312026-02-05 BAC BANK OF AMERICA CORP232.4K shares0.36%2025-12-312026-02-05 IVV ISHARES CORE S&P 500 (MKT)18.2K shares0.93%2025-12-312026-02-05 VWO VANGUARD EMERGING MARKETS STOCK222.0K shares-0.48%2025-12-312026-02-05 ABBV ABBVIE INC SR NT50.8K shares1.06%2025-12-312026-02-05 CSCO CISCO SYSTEMS INC147.0K shares2.17%2025-12-312026-02-05 ORCL ORACLE CORP SR GLBL NT57.4K shares-1.41%2025-12-312026-02-05 EFA ISHARES MSCI EAFE (MKT)112.9K shares-3.67%2025-12-312026-02-05 COST COSTCO WHOLESALE CORP NEW12.5K shares1.07%2025-12-312026-02-05 DE DEERE & CO21.3K shares1.19%2025-12-312026-02-05 CRM SALESFORCE37.3K shares3.16%2025-12-312026-02-05 ISRG INTUITIVE SURGICAL INC17.3K shares8.70%2025-12-312026-02-05 PSX PHILLIPS 6674.3K shares1.61%2025-12-312026-02-05 NEE NEXTERA ENERGY INC118.2K shares3.11%2025-12-312026-02-05 HD HOME DEPOT INC26.5K shares-8.93%2025-12-312026-02-05 GSBC GREAT SOUTHN BANCORP INC146.2K shares0.00%2025-12-312026-02-05 VV VANGUARD LARGE CAP ETF (MKT)27.3K shares-1.24%2025-12-312026-02-05 LLY ELI LILLY & CO7.7K shares-2.58%2025-12-312026-02-05 SDY STATE STREET SPDR S&P DIVIDEND59.3K shares-2.10%2025-12-312026-02-05 VUG VANGUARD GROWTH ETF (MKT)16.5K shares-2.66%2025-12-312026-02-05 IYW ISHARES US TECHNOLOGY (MKT)39.9K shares-0.29%2025-12-312026-02-05 AMGN AMGEN INC24.1K shares7.12%2025-12-312026-02-05 KLAC KLA-TENCOR CORP6.4K shares-2.88%2025-12-312026-02-05 KO COCA COLA CO SR GLBL NT110.2K shares5.74%2025-12-312026-02-05 PG PROCTER & GAMBLE CO50.8K shares-10.97%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP14.8K shares2.79%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON33.5K shares9.06%2025-12-312026-02-05 PEP PEPSICO INC48.2K shares-23.18%2025-12-312026-02-05 SO SOUTHERN CO75.8K shares3.80%2025-12-312026-02-05 VTV VANGUARD VALUE INDEX FUND ETF33.1K shares4.22%2025-12-312026-02-05 DHR DANAHER CORP27.3K shares-0.35%2025-12-312026-02-05 XLI STATE STREET INDUSTRIAL SELECT40.0K shares-1.33%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC147.5K shares4.56%2025-12-312026-02-05 XLV STATE STREET HEALTH CARE SELECT38.6K shares-3.41%2025-12-312026-02-05 DELL DELL TECHNOLOGIES INC COM47.0K shares1.16%2025-12-312026-02-05 TSLA TESLA INC12.9K shares-1.92%2025-12-312026-02-05 XLF STATE STREET FINANCIAL SELECT105.2K shares-1.24%2025-12-312026-02-05 XLY STATE STREET CONSUMER47.2K shares96.41%2025-12-312026-02-05 RTX RTX CORPORATION28.8K shares-0.77%2025-12-312026-02-05 ICE INTERCONTINENTALEXCHANGE GROUP32.6K shares1.41%2025-12-312026-02-05 GEV GE VERNOVA INC8.0K shares1.85%2025-12-312026-02-05 TMO THERMO FISHER SCIENTIFIC INC8.7K shares-0.23%2025-12-312026-02-05 PH PARKER HANNIFIN CORP5.7K shares3.03%2025-12-312026-02-05 LOW LOWES COMPANIES INC20.3K shares-1.39%2025-12-312026-02-05 DIS DISNEY WALT CO42.1K shares-0.19%2025-12-312026-02-05 XLC STATE STREET COMMUNICATION40.3K shares-0.37%2025-12-312026-02-05 GILD GILEAD SCIENCES INC38.2K shares2.83%2025-12-312026-02-05 ADBE ADOBE SYSTEMS INC12.9K shares-27.11%2025-12-312026-02-05 CME CME GROUP INC16.1K shares5.86%2025-12-312026-02-05 EEM ISHARES MSCI EMERGING MARKETS79.3K shares-2.28%2025-12-312026-02-05 VGT VANGUARD INFORMATION TECHNOLOGY5.7K shares-1.58%2025-12-312026-02-05 V VISA INC COM CL A12.1K shares-0.35%2025-12-312026-02-05 ABT ABBOTT LABORATORIES33.0K shares-1.23%2025-12-312026-02-05 UNP UNION PAC CORP17.6K shares4.23%2025-12-312026-02-05 QCOM QUALCOMM INC23.8K shares2.42%2025-12-312026-02-05 BKNG BOOKING HLDGS INC750 shares1.49%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS13.4K shares1.82%2025-12-312026-02-05 CBRE CBRE GROUP INC24.7K shares0.21%2025-12-312026-02-05 PANW PALO ALTO NETWORKS INC21.2K shares2.34%2025-12-312026-02-05 MA MASTERCARD INC6.7K shares2.01%2025-12-312026-02-05 IWV ISHARES RUSSELL 3000 (MKT)9.9K shares-10.65%2025-12-312026-02-05 XLP STATE STREET CONSUMER STAPLES48.8K shares-0.52%2025-12-312026-02-05 ETR ENTERGY CORP NEW40.9K shares-0.77%2025-12-312026-02-05 PFE PFIZER INC148.1K shares-0.19%2025-12-312026-02-05 ULTA ULTA SALON COSMETICS & FRAG INC5.8K shares-2.90%2025-12-312026-02-05 LINDE PLC LINDE PLC8.2K shares-8.07%2025-12-312026-02-05 ASML ASML HOLDING NV3.2K shares3.68%2025-12-312026-02-05 FTNT FORTINET INC43.1K shares-0.39%2025-12-312026-02-05 WM WASTE MANAGEMENT INC15.6K shares-0.92%2025-12-312026-02-05 XYL XYLEM INC25.0K shares-0.72%2025-12-312026-02-05 UBER UBER TECHNOLOGIES INC41.1K shares2.32%2025-12-312026-02-05 SUSA ISHARES ESG OPTIMIZED MSCI USA23.9K shares-0.84%2025-12-312026-02-05 TXN TEXAS INSTRS INC19.2K shares5.14%2025-12-312026-02-05 ADSK AUTODESK INC11.0K shares1.18%2025-12-312026-02-05 MCHP MICROCHIP TECHNOLOGY INC50.3K shares-2.25%2025-12-312026-02-05 FLEX FLEX LTD52.6K shares-0.15%2025-12-312026-02-05 AGG ISHARES CORE TOTAL US BOND31.4K shares-24.38%2025-12-312026-02-05 AEP AMERICAN ELECTRIC POWER INC27.1K shares4.07%2025-12-312026-02-05 TSN TYSON FOODS INC52.2K shares5.05%2025-12-312026-02-05 XLB STATE STREET MATERIALS SELECT66.3K shares93.30%2025-12-312026-02-05 GSK PLC GSK PLC60.5K shares0.27%2025-12-312026-02-05 VEEV VEEVA SYS INC13.3K shares1.86%2025-12-312026-02-05 TFC TRUIST FINL CORP59.9K shares-2.49%2025-12-312026-02-05 CMI CUMMINS INC5.7K shares-0.17%2025-12-312026-02-05 VTI VANGUARD TOTAL STOCK MARKET ETF8.6K shares5.39%2025-12-312026-02-05 XLE STATE STREET ENERGY SELECT63.8K shares90.57%2025-12-312026-02-05 CTVA CORTEVA INC42.0K shares3.63%2025-12-312026-02-05 MO ALTRIA GROUP INC48.7K shares16.29%2025-12-312026-02-05 XLU UTILITIES SELECT SECTOR SPDRR65.8K shares96.34%2025-12-312026-02-05 AMT AMERICAN TOWER CORP15.7K shares2.76%2025-12-312026-02-05 TJX TJX COS INC NEW17.7K shares3.59%2025-12-312026-02-05 APD AIR PRODUCTS & CHEMICALS INC10.9K shares-40.46%2025-12-312026-02-05 BHP BHP GROUP LIMITED43.8K shares5.18%2025-12-312026-02-05 SCHW SCHWAB CHARLES CORP25.8K shares724.12%2025-12-312026-02-05 MU MICRON TECHNOLOGY INC9.0K shares241.85%2025-12-312026-02-05 MUR MURPHY OIL CORP80.3K shares5.02%2025-12-312026-02-05 MCD MCDONALDS CORP8.2K shares-1.01%2025-12-312026-02-05 ON ON SEMICONDUCTOR CORP46.2K shares2.17%2025-12-312026-02-05 CTRA COTERRA ENERGY INC92.9K shares-4.85%2025-12-312026-02-05 REGN REGENERON PHARMACEUTICALS INC3.1K sharesnew addition2025-12-312026-02-05 VB VANGUARD SMALL CAP ETF (MKT)9.3K shares7.90%2025-12-312026-02-05 ZS ZSCALER INC10.6K shares-2.39%2025-12-312026-02-05 AVAV AEROVIRONMENT INC9.8K shares1.42%2025-12-312026-02-05 SHEL ROYAL DUTCH SHELL PLC30.9K shares0.00%2025-12-312026-02-05 VBR VANGUARD SMALL CAP VALUE ETF10.7K shares-3.58%2025-12-312026-02-05 NDAQ NASDAQ INC23.1K sharesnew addition2025-12-312026-02-05 SU SUNCOR ENERGY INC50.6K shares2.37%2025-12-312026-02-05 NOW SERVICENOW INC COM14.6K shares378.68%2025-12-312026-02-05 KMB KIMBERLY CLARK CORP21.9K shares-6.25%2025-12-312026-02-05 BMY BRISTOL-MYERS SQUIBB CO40.2K shares-7.87%2025-12-312026-02-05 MINT PIMCO ENHANCED SHORT MATURITY21.4K shares81.73%2025-12-312026-02-05 SLV ISHARES SILVER TRUST (MKT)32.7K shares-43.86%2025-12-312026-02-05 VOT VANGUARD MID-CAP GROWTH ETF7.4K shares-4.10%2025-12-312026-02-05 VOE VANGUARD MID-CAP VALUE ETF (MKT)11.6K shares-1.32%2025-12-312026-02-05 VBK VANGUARD SMALL CAP GROWTH ETF6.7K shares-3.22%2025-12-312026-02-05 EMR EMERSON ELECTRIC CO15.1K shares-0.73%2025-12-312026-02-05 IWB ISHARES RUSSELL 1000 (MKT)5.1K shares0.00%2025-12-312026-02-05 IWR ISHARES RUSSELL MID-CAP (MKT)19.6K shares0.00%2025-12-312026-02-05 COP CONOCOPHILLIPS19.5K shares-3.15%2025-12-312026-02-05 USB US BANCORP DEL33.6K shares7.68%2025-12-312026-02-05 PM PHILIP MORRIS INTERNATIONAL INC11.1K shares-1.76%2025-12-312026-02-05 DVY ISHARES SELECT DIVIDEND (MKT)12.4K shares0.00%2025-12-312026-02-05 D DOMINION ENERGY INC28.8K shares5.52%2025-12-312026-02-05 VNQ VANGUARD REAL ESTATE ETF19.0K shares-0.80%2025-12-312026-02-05 AXP AMERICAN EXPRESS CO4.4K shares-6.75%2025-12-312026-02-05 IVW ISHARES S&P 500 GROWTH (MKT)13.2K shares1.12%2025-12-312026-02-05 SLB SLB LIMITED41.4K shares8.44%2025-12-312026-02-05 ALL ALLSTATE CORP7.6K shares6.78%2025-12-312026-02-05 AMAT APPLIED MATERIALS INC6.1K shares-0.44%2025-12-312026-02-05 FANG DIAMONDBACK ENERGY INC10.2K shares14.73%2025-12-312026-02-05 NUE NUCOR CORP9.3K shares-2.36%2025-12-312026-02-05 GPC GENUINE PARTS CO12.1K shares7.62%2025-12-312026-02-05 MLM MARTIN MARIETTA MATERIALS INC2.4K shares-11.34%2025-12-312026-02-05 IYH ISHARES US HEALTHCARE (MKT)22.0K shares-0.01%2025-12-312026-02-05 ADP AUTOMATIC DATA PROCESSING INC5.4K shares4.97%2025-12-312026-02-05 DRI DARDEN RESTAURANTS INC7.5K shares0.00%2025-12-312026-02-05 EOG EOG RESOURCES INC13.1K shares14.85%2025-12-312026-02-05 BA BOEING CO DEP CONV6.3K shares0.00%2025-12-312026-02-05 TRMB TRIMBLE INC16.3K shares3.34%2025-12-312026-02-05 ITT INC ITT INC6.9K shares0.06%2025-12-312026-02-05 IYC ISHARES US CONSUMER SERVICES11.2K shares-0.97%2025-12-312026-02-05 NVS NOVARTIS AG8.3K shares-4.59%2025-12-312026-02-05 XLRE THE REAL ESTATE SLECT SECTOR28.0K shares-1.83%2025-12-312026-02-05 T AT&T INC45.3K shares13.91%2025-12-312026-02-05 GVI ISHARES INTM GOVERNMENT/CREDIT10.4K shares-15.20%2025-12-312026-02-05 CL COLGATE PALMOLIVE CO14.1K shares-20.38%2025-12-312026-02-05 CTSH COGNIZANT TECHNOLOGY SOLUTIONS13.4K shares-7.05%2025-12-312026-02-05 VIG VANGUARD DIVIDEND APPREC IDX ETF5.0K shares-2.43%2025-12-312026-02-05 IYJ ISHARES US INDUSTRIALS (MKT)7.3K shares0.57%2025-12-312026-02-05 BBHY JPMORGAN HIGH YIELD RESEARCH ENH23.1K shares-14.76%2025-12-312026-02-05 ADI ANALOG DEVICES INC4.0K shares-0.78%2025-12-312026-02-05 HON HONEYWELL INTERNATIONAL INC5.3K shares-29.38%2025-12-312026-02-05 IEFA ISHARES CORE MSCI EAFE11.2K shares17.09%2025-12-312026-02-05 TROW T ROWE PRICE GROUP INC9.7K shares16.04%2025-12-312026-02-05 OZK BANK OZK21.6K shares0.00%2025-12-312026-02-05 VDE VANGUARD ENERGY ETF (MKT)7.9K shares0.00%2025-12-312026-02-05 CB CHUBB LIMITED3.1K shares-0.29%2025-12-312026-02-05 VLO VALERO ENERGY CORP SR GLBL5.9K shares9.32%2025-12-312026-02-05 ZTS ZOETIS INC7.1K shares-3.04%2025-12-312026-02-05 IDU ISHARES US UTILITIES (MKT)8.0K shares2.89%2025-12-312026-02-05 VIS VANGUARD INDUSTRIALS ETF (MKT)2.9K shares-1.09%2025-12-312026-02-05 DON WISDOMTREE US MIDCAP DIVIDEND16.5K shares0.00%2025-12-312026-02-05 PPG PPG INDUSTRIES INC8.2K shares0.00%2025-12-312026-02-05 MPC MARATHON PETE CORP5.1K shares-0.08%2025-12-312026-02-05 IYK ISHARES US CONSUMER STAPLES ETF12.1K shares0.00%2025-12-312026-02-05 ENB ENBRIDGE INC16.4K shares-3.45%2025-12-312026-02-05 SYK STRYKER CORP2.2K shares-9.65%2025-12-312026-02-05 CBSH COMMERCE BANCSHARES INC14.8K shares4.31%2025-12-312026-02-05 VOX VANGUARD COMMUNICATION SRVCS3.9K shares0.00%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC1 shares0.00%2025-12-312026-02-05 IJT ISHARES S&P SMALL-CAP 600 GROWTH5.3K shares16.01%2025-12-312026-02-05 RL RALPH LAUREN CORP CL A2.1K shares-4.58%2025-12-312026-02-05 EXC EXELON CORP16.8K shares-1.36%2025-12-312026-02-05 MCK MCKESSON CORP885 shares0.45%2025-12-312026-02-05 HUBS HUBSPOT INC1.8K sharesnew addition2025-12-312026-02-05 VHT VANGUARD HEALTH CARE INDEX FUND2.5K shares-0.28%2025-12-312026-02-05 JEF JEFFERIES FINL GROUP INC COM11.2K shares17.23%2025-12-312026-02-05 IYF ISHARES US FINANCIALS (MKT)5.3K shares0.00%2025-12-312026-02-05 CITIGROUP INC CITIGROUP INC5.7K shares-11.89%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC2.0K shares-9.53%2025-12-312026-02-05 BF.B BROWN-FORMAN CORP24.5K shares-0.02%2025-12-312026-02-05 IYM ISHARES U.S. BASIC MATERIALS ETF4.1K shares1.30%2025-12-312026-02-05 TDG TRANSDIGM GROUP INC471 shares16.58%2025-12-312026-02-05 VCR VANGUARD CONSUMER DISCRETIONARY1.6K shares-0.31%2025-12-312026-02-05 GLW CORNING INC7.1K shares0.28%2025-12-312026-02-05 FICO FAIR ISAAC CORP366 shares67.12%2025-12-312026-02-05 ECL ECOLAB INC2.4K shares-8.23%2025-12-312026-02-05 NOC NORTHROP GRUMMAN CORP1.1K shares0.00%2025-12-312026-02-05 ALC ALCON INC7.8K shares-15.34%2025-12-312026-02-05 ROP ROPER TECHNOLOGIES INC1.4K shares-1.22%2025-12-312026-02-05 PR PERMIAN RESOURCES CORP43.0K shares33.49%2025-12-312026-02-05 NSC NORFOLK SOUTHERN CORP2.1K shares-5.48%2025-12-312026-02-05 WFC WELLS FARGO & CO6.4K shares1.86%2025-12-312026-02-05 MGK VANGUARD MEGA CAP GROWTH INDEX1.4K shares0.00%2025-12-312026-02-05 LHX L3HARRIS TECHNOLOGIES INC COM1.9K shares0.00%2025-12-312026-02-05 HRL HORMEL FOODS CORP23.9K shares48.26%2025-12-312026-02-05 IGIB ISHARES INTERMEDIATE-TERM10.4K shares-1.89%2025-12-312026-02-05 AJG GALLAGHER ARTHUR J & CO2.1K shares15.15%2025-12-312026-02-05 VFH VANGUARD FINANCIALS INDEX FUND4.1K shares0.00%2025-12-312026-02-05 KBE STATE STREET SPDR S&P BANK ETF9.0K shares-0.07%2025-12-312026-02-05 VMC VULCAN MATERIALS CO1.9K shares0.00%2025-12-312026-02-05 CARR CARRIER GLOBAL CORPORATION10.0K shares0.00%2025-12-312026-02-05 INTU INTUIT793 shares45.50%2025-12-312026-02-05 IWS ISHARES RUSSELL MID-CAP VALUE3.7K shares0.00%2025-12-312026-02-05 CMCSA COMCAST CORP17.4K shares3.56%2025-12-312026-02-05 VYM VANGUARD HIGH DIVIDEND YIELD3.5K shares0.00%2025-12-312026-02-05 SLI STANDARD LITHIUM LTD111.2K shares-5.92%2025-12-312026-02-05 NEM NEWMONT GOLDCORP4.9K shares-7.77%2025-12-312026-02-05 YUM YUM! BRANDS INC3.2K shares1.54%2025-12-312026-02-05 AMD ADVANCED MICRO DEVICES INC2.3K shares0.00%2025-12-312026-02-05 EAT BRINKER INTERNATIONAL INC3.4K shares0.00%2025-12-312026-02-05 SWKS SKYWORKS SOLUTIONS INC7.5K shares33.96%2025-12-312026-02-05 VDC VANGUARD CONSUMER STAPLES ETF2.3K shares0.00%2025-12-312026-02-05 OTIS OTIS WORLDWIDE CORP GLBL5.4K shares0.00%2025-12-312026-02-05 CEG CONSTELLATION ENERGY CORP1.3K shares88.07%2025-12-312026-02-05 TDY TELEDYNE TECHNOLOGIES INC915 shares18.06%2025-12-312026-02-05 EXE EXPAND ENERGY CORPORATION4.1K shares19.88%2025-12-312026-02-05 TSM TAIWAN SEMICONDUCTOR1.5K shares0.00%2025-12-312026-02-05 IBB ISHARES NASDAQ BIOTECHNOLOGY2.7K shares0.00%2025-12-312026-02-05 BND VANGUARD TOTAL BOND MARKET ETF6.0K shares7.31%2025-12-312026-02-05 CEF SPROTT PHYSICAL GOLD & SILVER9.6K shares-3.47%2025-12-312026-02-05 BR BROADRIDGE FINANCIAL SOLUTIONS2.0K shares-18.94%2025-12-312026-02-05 IYE ISHARES US ENERGY (MKT)9.1K shares0.56%2025-12-312026-02-05 CDNS CADENCE DESIGN SYSTEMS INC1.4K shares1.47%2025-12-312026-02-05 BP BP PLC12.2K shares-6.19%2025-12-312026-02-05 GIS GENERAL MILLS INC9.1K shares-36.69%2025-12-312026-02-05 EXPD EXPEDITORS INTERNATIONAL2.8K shares0.00%2025-12-312026-02-05 NUMV NUVEEN ESG MID CP VAL ETF10.7K shares0.34%2025-12-312026-02-05 CWEN CLEARWAY ENERGY INC12.5K shares-13.79%2025-12-312026-02-05 DKS DICK'S SPORTING GOODS INC2.1K shares-2.39%2025-12-312026-02-05 KMI KINDER MORGAN INC14.5K shares0.00%2025-12-312026-02-05 TRV THE TRAVELERS COMPANIES INC1.4K shares-5.84%2025-12-312026-02-05 UBS UBS GROUP AG SHS8.6K shares-0.60%2025-12-312026-02-05 MCO MOODYS CORP776 shares54.89%2025-12-312026-02-05 VPU VANGUARD UTILITIES ETF (MKT)2.1K shares0.00%2025-12-312026-02-05 NUMG NUVEEN ESG MIDCP GWTH ETF8.1K shares0.89%2025-12-312026-02-05 INTC INTEL CORP10.3K shares-15.72%2025-12-312026-02-05 FDX FEDEX CORP SR NT1.3K shares-12.28%2025-12-312026-02-05 RSG REPUBLIC SERVICES INC1.8K shares0.00%2025-12-312026-02-05 ESGD ISHARES ESG AWARE MSCI EAFE ETF3.8K shares-2.76%2025-12-312026-02-05 BNDX VANGUARD TOTAL INTERNATIONAL7.6K shares-9.29%2025-12-312026-02-05 ASO ACADEMY SPORTS & OUTDOORS INC7.1K shares-16.77%2025-12-312026-02-05 SHOP SHOPIFY INC2.2K shares-5.20%2025-12-312026-02-05 SPGI S&P GLOBAL INC665 shares-1.63%2025-12-312026-02-05 RF REGIONS FINANCIAL CORP NEW12.7K shares-7.50%2025-12-312026-02-05 NFLX NETFLIX INC3.7K shares926.54%2025-12-312026-02-05 JCI JOHNSON CTLS INTL PLC SHS2.8K shares0.00%2025-12-312026-02-05 PKG PACKAGING CORP AMERICA1.6K shares-1.80%2025-12-312026-02-05 SMBC SOUTHERN MO BANCORP INC5.5K shares0.00%2025-12-312026-02-05 CSX CSX CORP8.7K shares0.00%2025-12-312026-02-05 AZN ASTRAZENECA PLC3.4K shares-16.28%2025-12-312026-02-05 MMM 3M CO1.9K shares0.00%2025-12-312026-02-05 ITW ILLINOIS TOOL WORKS INC1.3K shares-0.24%2025-12-312026-02-05 BSV VANGUARD SHORT-TERM BOND ETF3.9K shares-29.39%2025-12-312026-02-05 KRE STATE STREET SPDR S&P REGIONAL4.7K shares0.00%2025-12-312026-02-05 FNDX SCHWAB FUNDAMENTAL U.S. LARGE11.1K shares0.00%2025-12-312026-02-05 AOS SMITH A O CORP4.5K shares-37.50%2025-12-312026-02-05 GLD SPDR GOLD SHARES (MKT)730 sharesnew addition2025-12-312026-02-05 JBL JABIL CIRCUIT INC1.3K shares-1.71%2025-12-312026-02-05 IVE ISHARES S&P 500 VALUE (MKT)1.3K shares8.56%2025-12-312026-02-05 NTNX NUTANIX INC5.5K shares-25.02%2025-12-312026-02-05 KEX KIRBY CORP2.5K shares-2.08%2025-12-312026-02-05 SRE SEMPRA FXD3.2K shares-15.27%2025-12-312026-02-05 HSY HERSHEY CO1.5K shares0.00%2025-12-312026-02-05 GRMN GARMIN LTD1.3K shares-2.95%2025-12-312026-02-05 UPS UNITED PARCEL SERVICE2.7K shares-16.88%2025-12-312026-02-05 CVS CVS HEALTH CORPORATION3.3K shares-4.31%2025-12-312026-02-05 VAW VANGUARD MATERIALS ETF (MKT)1.2K shares0.00%2025-12-312026-02-05 VUZI VUZIX CORP COM66.8K shares13.61%2025-12-312026-02-05 CNP CENTERPOINT ENERGY INC6.5K shares0.00%2025-12-312026-02-05 MDLZ MONDELEZ INTL INC4.6K shares0.00%2025-12-312026-02-05 DVN DEVON ENERGY CORP6.6K shares0.00%2025-12-312026-02-05 TT TRANE TECHNOLOGIES PLC620 shares0.00%2025-12-312026-02-05 CRWD CROWDSTRIKE HLDGS INC511 sharesnew addition2025-12-312026-02-05 EFV ISHARES MSCI EAFE VALUE (MKT)3.3K sharesnew addition2025-12-312026-02-05 ROK ROCKWELL AUTOMATION INC608 shares0.00%2025-12-312026-02-05 VRT VERTIV HOLDINGS CO1.5K shares0.00%2025-12-312026-02-05 DXCM DEXCOM INC3.5K shares9.92%2025-12-312026-02-05 ARLP ALLIANCE RESOURCE PARTNERS10.0K shares0.00%2025-12-312026-02-05 VGUS VANGUARD ULTRA-SHORT TREASURY3.0K shares0.00%2025-12-312026-02-05 VGIT VANGUARD INTER-TRM TREAS INDEX3.6K sharesnew addition2025-12-312026-02-05 TSCO TRACTOR SUPPLY CO4.3K sharesnew addition2025-12-312026-02-05 LYV LIVE NATION INC1.5K shares-11.39%2025-12-312026-02-05 MUB ISHARES NATIONAL AMT-FREE MUNI2.0K sharesnew addition2025-12-312026-02-05 GWW WW GRAINGER INC209 shares-7.52%2025-12-312026-02-05 SDOG ALPS SECTOR DIVIDEND DOGS ETF3.4K shares0.00%2025-12-312026-02-05 HELO JPMORGAN HEDGED EQUITY LDRD3.1K sharesnew addition2025-12-312026-02-05 RIG TRANSOCEAN LTD28.0K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available